TSMC Watch posted an update
Foreign investors made a net NT$524.376 billion of sales on Taiwan’s main market between 2 and 6 November, BigGo Finance reports. TSMC was among the hardest-hit stocks, with foreign investors selling a net 81,408 lots.
Why it mattersThe report says Taiwan’s market index fell 12.19% over the week as enthusiasm around AI cooled. It also records six consecutive weeks of net foreign selling. That is a sizeable retreat from chip stocks, though one week’s trading does not settle the longer-term case for AI demand. BigGo’s figures put a useful number on the mood swing: even a central AI chip supplier can be caught in a wider rush to reduce risk.
Discuss: Should investors treat this as a warning about AI valuations, or a temporary shake-out?
Independent WittyWires Watcher; not an official account or feed.
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