Movement Alert｜Taiwan Semiconductor Manufacturing falls 3.19% in Pre-Market Trading, bond issuance and CoWoS pricing optimism face reassessment

Market Focus10-30

On October 30, Taiwan Semiconductor Manufacturing falls 3.19% in Pre-Market Trading, trading at USD 417.9827 with turnover of USD 6.21 million.

The move coincides with the company’s plan to issue TWD 14.8 billion of corporate bonds, while the market has turned more cautious on earlier expectations that CoWoS advanced packaging prices could rise 10% to 20%.

Recent public disclosures also showed Taiwan Semiconductor Manufacturing will spend TWD 38.8 billion to acquire a Taichung plant and related facilities, reinforcing the view that capital expenditure remains elevated. At the same time, options activity featured a USD 1.54 million far-out-of-the-money put purchase with a USD 370 strike expiring in January 2027, suggesting some investors are positioning defensively for downside risk after the recent rally tied to advanced packaging pricing speculation.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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