On August 18, Taiwan Semiconductor Manufacturing fell 3.1% in regular trading, trading at approximately $416.80/share, with turnover of $777 million.

On the news front, SoftBank Group's latest 13F filing disclosed that it reduced its Taiwan Semiconductor Manufacturing position by approximately 71.5% during Q2, selling around 1.4 million ADRs and cashing out roughly $270 million. SoftBank's holdings dropped from 1.985 million shares to just 565,000 shares. The significant reduction raised market concerns over loosening institutional conviction at elevated price levels.

The selloff was compounded by broad weakness across the semiconductor sector. Among sector peers, Marvell Technology fell 6.52%, Intel declined 5.57%, Micron Technology dropped 4.82%, Advanced Micro Devices lost 3.99%, and NVIDIA slipped 2.21%. SoftBank had previously built positions in both NVIDIA and Taiwan Semiconductor Manufacturing in early 2025, but has since rotated capital toward AI software investments including OpenAI, reflecting a strategic shift away from semiconductor hardware exposure.

(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.)