Taiwan Weighted falls 3.20% to 41,574.72 as AI concerns hit tech shares
Published on 11/05/2026 at 18:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTAIEX slides below 42,000
- The Taiwan Weighted closed at 41,574.72 on November 5, down 1,374.19 points, or 3.20 percent.
- Concerns about delays to US AI data-center deployment triggered broad selling in technology, cooling-equipment and PCB stocks.
- The index reached an intraday low of 41,513.57, while turnover rose to NT$926.02 billion.
The Taiwan Weighted Index, or TAIEX, fell sharply on Thursday, November 5, as concerns about a possible slowdown in US artificial-intelligence infrastructure weighed on Taiwan's technology-heavy equity market. The benchmark closed at 41,574.72, down 1,374.19 points, or 3.20 percent, according to Focus Taiwan.
Technology shares lead the decline
The index fell as much as 1,435.34 points during the session and touched 41,513.57, its lowest level since July 31, before recovering modestly by the close. Turnover reached NT$926.02 billion, highlighting the intensity of the sell-off.
Focus Taiwan reported that investor sentiment weakened after steep overnight losses in the Philadelphia Semiconductor Index. Market participants were concerned that the new US political landscape could bring tighter scrutiny of AI development and data-center construction, potentially delaying investment. Taiwan's market was particularly exposed because of its role across the semiconductor and AI hardware supply chain.
Losses were concentrated among technology-related companies. Taiwan Semiconductor Manufacturing Co. declined 0.88 percent to NT$2,240, while MediaTek fell 6.86 percent to NT$3,460 and Delta Electronics dropped 7.38 percent to NT$1,130. Cooling-equipment suppliers and printed-circuit-board manufacturers also recorded pronounced declines, with several shares reaching Taiwan's daily limit-down level.
Foreign selling adds to pressure
Foreign institutional investors sold a net NT$102.46 billion of shares on the main board, according to the report. Financial, textile, cement and rubber stocks showed greater resilience than the technology sectors, but that relative strength was not enough to prevent the broad index from ending below 42,000.
The session illustrates the TAIEX's sensitivity to changes in expectations for global AI spending. A delay in data-center construction could affect demand expectations for Taiwan's chipmakers, server suppliers and component manufacturers, although the market commentary cited by Focus Taiwan also indicated that underlying demand for related components remains intact. Further direction is likely to depend on the pace of AI infrastructure deployment and developments in US technology policy. More coverage is available on the Taiwan Weighted (TAIEX) topic page.
