TSMC guidance revision triggers broader chip sector selloff by Septem…

TSMC will revise downward its 2026 full-year revenue guidance by at least 4% between July and September 2026, citing weaker smartphone demand and AI infrastructure slowdown. This will trigger a 10% or greater decline in the PHLX Semiconductor Sector index within 30 days of the revision.

macro · Prediction Market

Implied probability (Yes)

65%

Closes

2026-09-30

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