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Shares of Vanguard International Semiconductor (TWO:5347) dropped sharply on Monday after Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to reduce its ownership stake in the chipmaker. Vanguard shares fell nearly 10% during Taipei trading, closing at around T$159.0 as investors reacted to the news of the large-scale share sale.
TSMC, the world’s largest contract chipmaker, revealed on Friday that it intends to sell up to 152 million Vanguard shares through a block trade aimed at institutional investors. Based on Friday’s market close, the transaction is estimated to be worth approximately T$26.8 billion, or nearly $850 million.
Following the sale, TSMC’s stake in Vanguard International Semiconductor will decline from 27.1% to about 19%. Despite the reduction, TSMC emphasized that it has no current plans to further cut its holdings in the company. The semiconductor giant also reassured investors that the move will not impact its long-standing strategic partnership with Vanguard.
The two companies continue to collaborate in several key areas of semiconductor manufacturing and technology development. Their partnership includes licensing gallium nitride technology and outsourcing interposer production, both of which remain important to their broader chipmaking operations.
The announcement comes at a time when global semiconductor stocks are under close watch amid increasing demand for advanced chips used in artificial intelligence, automotive technology, and consumer electronics. Investors are now monitoring how the reduced ownership could influence Vanguard’s market performance and future business strategy.
TSMC’s decision highlights ongoing shifts within the semiconductor industry as major chipmakers adjust investment positions while maintaining strategic partnerships. Analysts believe the market reaction reflects short-term investor concerns rather than any immediate operational changes between the two Taiwan-based semiconductor companies.
