TSMC(US:TSM) Stock Market News·2025-11-10 06:08Geopolitical Developments - Japanese Prime Minister Sanae Takaichi has indicated that a conflict over Taiwan could be an existential risk for Japan, suggesting potential military action in response to a hypothetical Chinese invasion [3][8] - This statement reflects increasing concerns regarding regional security and may affect Japan-China relations [3] Technology Sector Performance - Asian markets are rebounding, primarily driven by the technology sector, following previous volatility related to AI [4][8] - Taiwan Semiconductor Manufacturing Company (TSM) reported October sales of NT$367.47 billion, marking a 16.9% year-over-year increase, with year-to-date sales climbing 33.8% to NT$3.13 trillion [4][8] Commodities Market Outlook - The global copper market is projected to face its most severe deficit in 22 years, with a forecasted shortfall of -590,000 tons in 2026, raising concerns over supply constraints [5][8] Retirement Fund Legal Issues - In the United States, there is a rising trend of lawsuits against employers regarding excessive retirement fund fees, indicating increased scrutiny on the management of employee retirement plans [6][8] Analyst Ratings Adjustments - TD Cowen has reduced its price target for Honeywell International (HON) to $240 from $250, while RBC Capital has increased its price target for Enbridge Inc. (ENB) to C$72 from C$67 [7][8]