Taiwan's Financial Supervisory Commission enacted emergency short-selling curbs, slashing the cap on intraday short-sell orders from 30% to 3% and raising margin requirements to 130% . This regulatory action, a direct response to a semiconductor selloff, propelled Taiwan Semiconductor Manufacturing Co Ltd (TSMC) BDR up 6.6% .
Adding to TSMC's momentum are reports of its potential entry into the advanced memory chip market at Nvidia's request, and a NT$500 billion stabilization fund confirmation from Taiwan's Finance Ministry .
Meanwhile, Nvidia shares fell 4.5% premarket due to an internal investigation into CEO Jensen Huang's future, raising concerns about leadership uncertainty and the broader AI boom's sustainability . This dynamic led to rotation into TSMC, seen as insulated from Nvidia's reputational risk .

