Taiwan Semiconductor Manufacturing Co Ltd

2330: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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War in Middle East Raises Near-Term Risks for Semiconductor Players, but Long-Term Drivers Intact

Phelix Lee , Jing Jie Yu

Mar 10, 2026

Shares of Taiwan Semiconductor Manufacturing Company, Samsung Electronics, and SK Hynix have fallen by 9%-22% since the war in the Middle East broke out, as the escalating conflict threatens the supply stability of key energy sources such as crude oil and liquefied natural gas.

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Taiwan Semiconductor Manufacturing Co Ltd

War in Middle East Raises Near-Term Risks for Semiconductor Players, but Long-Term Drivers Intact

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