Shares of major semiconductor companies, including Nvidia, TSMC, and ASML, have fallen amid geopolitical tensions and potential U.S. export curbs. Nvidia's stock has been affected by cautious investor sentiment despite analysts remaining bullish on the AI chipmaker, with shares down 4.5%. TSMC's shares dropped 2.4% in Taipei after former President Trump questioned the U.S. commitment to Taiwan, further exacerbating market concerns, with shares down 5%. ASML's stock fell 5.3% on the potential for additional U.S. chip curbs, despite reporting strong earnings and rising orders, and saw an overall decline of 8%. The broader technology sector in Europe also saw declines, dragging down the Stoxx 600 index. AMD and SMH stocks were also impacted, falling 4% and 3.5% respectively.