tsmc surges while apple dips after product reveal

2025-09-10 tsmc

New York, Wednesday, 10 September 2025.
amidst a fluctuating us stock market, tsmc’s american depositary receipts (adr) jumped by 4.6% today. this rise showcases strong investor confidence in tsmc, especially when contrasted against apple’s decline, even after their recent product launch. experts believe this reflects optimism about tsmc’s future earnings potential. the company’s crucial role in the semiconductor industry is also a factor. the surge highlights tsmc’s resilience and appeal in a dynamic market landscape.

market reactions and federal reserve anticipation

The broader market context reveals that US markets closed higher on September 9, 2025, driven by anticipation of a Federal Reserve interest rate cut [6]. This expectation arose from weaker-than-expected employment reports, signaling a potential economic slowdown [6]. Specifically, the Dow Jones Industrial Average rose by 114.09 points to reach 45,514.95, while the S&P 500 climbed 13.65 points to 6,495.15 [6]. The Nasdaq also saw a significant increase, gaining 98.31 points and hitting a new record high of 21,798.70 [6]. These market movements reflect the sensitivity to economic data and anticipated monetary policy shifts [1][6].

tsmc’s performance amidst sector growth

TSMC’s positive trajectory is further highlighted by its performance relative to the Philadelphia Semiconductor Index, which also experienced gains [6]. On September 9, 2025, the index rose, propelled by a 1.55% increase in TSMC ADR [6]. This reflects broader strength in the semiconductor sector, particularly as other companies like Broadcom have also seen gains following robust earnings and new AI chip orders [6]. Market analysts attribute the rise in TSMC’s ADR to increased investor confidence in the AI sector and the company’s crucial role in supplying chips for AI applications [5].

broader market dynamics

On September 10, 2025, the US stock market presented a mixed performance [1]. The Dow Jones Industrial Average decreased by 55.81 points, a 0.123 % decrease [1]. The S&P 500 Index increased by 30.15 points, a 0.464% increase [1]. The Nasdaq Composite Index increased by 87.40 points, a 0.401% increase [1]. The Philadelphia Semiconductor Index increased by 96.91 points, a 1.492% increase [1]. These fluctuations indicate ongoing market volatility and sensitivity to various economic factors [GPT].

oracle’s influence and ppi data

Oracle’s recent financial report, which exceeded expectations due to strong AI cloud performance, has also contributed to positive sentiment surrounding TSMC [1][5]. Moreover, the Producer Price Index (PPI) revealed a 0.1% decrease in wholesale prices for August, falling below economists’ projections [5]. This data point could influence the Federal Reserve’s decisions regarding interest rates, potentially favoring rate cuts [5][6]. Mohamed El-Erian suggested that if the Federal Reserve relies on data, a 50 basis point rate cut might be considered [5].

tsmc’s recent performance

TSMC’s ADR has demonstrated positive momentum recently [5]. On September 8, 2025, TSMC’s ADR closed at $145.20, marking a 3.5% increase from the previous day [5]. This upward trend reflects growing confidence in TSMC’s market position and future prospects [5]. Furthermore, TSMC’s ADR rose by 5% on September 10, 2025, reinforcing its strong performance [5]. The company’s one-week cumulative return rate is 9.86%, and the one-year cumulative return rate is 54.15% [7].

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tsmc stock adr rise