The Taiwan weighted index collapsed by 2,377.52 points, a 5.21% decline, reaching 43,247.46 points with a trading volume of 9,141.26 billion. TSMC's stock plummeted 125 yuan, resulting in a market value loss of 111.7 billion, while UMC hit its limit down, losing 34 billion.
Despite TSMC's long-term AI demand outlook, the immediate market reaction indicates broader macroeconomic or company-specific concerns outweighing AI optimism.