Shares of major semiconductor manufacturers took a significant hit following reports that the U.S. government is considering ending temporary waivers that currently allow Taiwan Semiconductor Manufacturing Company (TSMC) and other leading chip producers to continue certain operations without restrictions. Market analysts warn that this move could disrupt supply chains and escalate tensions within the global technology sector, potentially impacting production schedules and costs for many electronics companies worldwide.

Key points impacting the market include:

  • Potential export controls tightening on advanced chip technology.
  • Increased regulatory scrutiny over cross-border semiconductor trade.
  • Heightened uncertainty among investors on future earnings predictions for chipmakers.
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