Today: 19 May 2026
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TSX:3711 28 August 2025 - 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 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.
Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.

Stock Market Today

  • Lululemon Proxy Fight Weighs on Stock Price
    May 19, 2026, 6:11 AM EDT. Lululemon Athletica Inc's ongoing proxy battle between the company and its founder is creating uncertainty in the market. The contest involves control over the board of directors, which affects strategic direction. Investors are cautious as leadership disputes often signal potential shifts in governance and influence operational priorities. This proxy fight has contributed to pressure on Lululemon's stock price, reflecting concern about the company's stability. Shareholder disagreements may distract from growth initiatives in the competitive athletic apparel sector. Analysts track this conflict closely, noting that resolution could impact investor confidence and stock performance.

Latest articles

Virax Biolabs Shares Jumping Again Ahead of Nasdaq Open

Virax Biolabs Shares Jumping Again Ahead of Nasdaq Open

19 May 2026
Virax Biolabs shares surged 53.1% Monday to $0.2350 and climbed another 17.1% in early Tuesday premarket trading, hitting $0.2751. The rally followed a paid RedChip TV appearance and a May 15 ownership filing showing Armistice Capital with a 4.99% stake. No new clinical or product updates were posted. Trading volume Monday reached about 765.2 million shares.
Amesite Shares Rise Premarket After NurseMagic Signs Largest Client

Amesite Shares Rise Premarket After NurseMagic Signs Largest Client

19 May 2026
Amesite Inc. shares surged 218% to $2.50 in premarket trading after announcing its largest NurseMagic deployment with a 2,700-patient home-care client. The company disclosed $83,332 in quarterly revenue and a $678,061 net loss, with cash at $740,711 before a $2.2 million April financing. Amesite did not reveal the new contract’s value or customer name. Its latest filing cited “substantial doubt” about ongoing operations.
Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

19 May 2026
Alphabet shares rose in pre-market trading Tuesday after Google and Blackstone announced a U.S. AI cloud venture, with Blackstone committing $5 billion to add 500 megawatts of data-center capacity by 2027. Alphabet’s Class A shares closed Monday at $396.94 and were quoted at $401.09 before the market opened. The move coincides with the first day of Google I/O and follows strong Q1 earnings.

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IREN Drops Again After AI Cloud Plans Get Costlier

IREN Drops Again After AI Cloud Plans Get Costlier

18 May 2026
IREN shares dropped 7.2% to $49.15 Monday after the company acquired its marketing partner Awaken, folding the agency into its operations. The decline followed IREN’s $3 billion convertible-note sale last week to fund a major data-center expansion for AI services. Quarterly revenue fell and net loss widened as the company shifts from Bitcoin mining to AI cloud infrastructure.
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