TSMC Announces $100 Billion New Investment Plan in the US
📊 TSM — Piyasa Yorumu
▲ up · 65%The news that TSMC has announced a large-scale investment plan in the US could have a positive impact. However, the stock closed down 3.94% in the last session, with an RSI of 41.8 in the neutral-to-low zone. Although the MACD is negative, it has crossed above the signal line, which may signal a short-term recovery. While trading below SMA20 and SMA50 indicates technical weakness, the optimism generated by the news suggests the stock is more likely to move upward within 1-3 days.
📊 ASML — Piyasa Yorumu
▲ up · 65%TSMC's significant investment in the United States is boosting confidence in the semiconductor sector, which could positively impact equipment suppliers such as ASML. ASML's technical indicators support this view: the RSI is in the buying zone at 62, the MACD is above the signal line, and the price is trading above both the 20-day and 50-day moving averages. However, the recent close at $1,825 and the approach to overbought territory in the short term suggest that the upside may be limited. Therefore, a moderate rise is expected in the near term.
📊 NVDA — Piyasa Yorumu
▲ up · 65%TSMC's large-scale investment plan in the US can be seen as a positive signal for the semiconductor sector. NVDA stock may indirectly benefit from this news, as it is a key customer of TSMC. Technical indicators also support an upward trend: RSI at 62.9 is in neutral territory, MACD is above the signal line, and the price is above both the 20-day and 50-day moving averages. However, the 1% increase over the last 24 hours has been limited, and with the MACD and signal line very close to each other, a moderate rise rather than strong momentum can be expected in the short term.
📊 AMD — Piyasa Yorumu
▼ down · 65%The news that TSMC has announced a major investment plan in the US may send a negative signal for AMD in the short term. While this investment increases capacity at AMD's key supplier TSMC, it could also heighten competitive pressure and raise costs. Technical indicators also point to weakness: the price has fallen 4.8% to 528.79, the RSI is at 44 in the neutral-to-bearish zone, and the MACD is below the signal line and negative. A close below the SMA20 (539.87) and SMA50 (536.55) levels suggests the short-term trend has turned downward. Therefore, AMD is likely to continue its bearish trend over the next 1-3 days.