Today: 30 June 2026
Browse Category

TSX:2382 15 December 2025

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan’s AI-linked stocks opened the week with a sharp reality check on Monday, December 15, 2025, as a global “risk-off” wave hit technology shares across Asia. The Taiwan Stock Exchange’s weighted index fell 331.08 points to 27,866.94, with turnover at NT$436.78 billion—a session defined by heavy selling in mega-cap electronics and a rotation toward smaller, theme-driven pockets of the market. Focus Taiwan - CNA English News+2Yahoo Finance Taiwan+2 At the center of the pullback was TSMC—the bellwether of Taiwan’s AI supply chain—which slid NT$30 to NT$1,450, while other AI ecosystem heavyweights such as Hon Hai/Foxconn and ASE Technology Holding also weakened. 鉅亨網+2Yahoo Finance Taiwan+2
15 December 2025
······

Stock Market Today

  • Concentrix Q2 EPS Comes In Light, Stock Down Nearly 40% for the Year
    June 29, 2026, 7:00 PM EDT. Concentrix (CNXC) posted Q2 earnings of $2.63 a share, a penny below the Zacks Consensus of $2.64. Revenue was $2.46 billion, a 0.43% miss versus estimates, but up from $2.42 billion last year. Concentrix has only topped earnings estimates once in the past four quarters. Shares have dropped about 39.9% since the start of the year, trailing the S&P 500, which is up 7.4%. CNXC has a Zacks Rank #3 (Hold) as earnings estimate revisions remain uneven. Analysts are looking for $3.18 EPS and $2.54 billion revenue next quarter; full-year revenue is forecast at $11.65 billion. The Business-Services group sits in the top 42% of Zacks sectors. Investors are focused on the company's earnings call for any update on guidance.
Go toTop