WS #12198
TSMC posts record Q2 and raises outlook but stock dips; semiconductor ETF fell 13% in four weeks; ARM downgraded on valuation; Micron options show $1.4B premium with balanced positioning.
Semiconductor Sector Divergence
TSMC posts record Q2 and raises outlook but stock dips; semiconductor ETF fell 13% in four weeks; ARM downgraded on valuation; Micron options show $1.4B premium with balanced positioning.