Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)
Taiwan’s TAIEX dropped 331.08 points (-1.17%) to 27,866.94 on December 15, 2025, as global tech stocks sold off. TSMC fell 2% to NT$1,450, Hon Hai lost 2.4%, and ASE slid nearly 4%. The selloff followed U.S. tech earnings warnings from Broadcom and Oracle, fueling doubts about AI investment returns. Turnover reached NT$436.78 billion.
