MicroSectors(@msectors):Taiwan's stock market is mostly AI supply chain. Seven AI stocks make up 42% of the iShares MSCI Taiwan ETF $EWT, and TSMC $TSM alone is 22%. So when chip stocks had their second-worst day since 1994 on Thursday, Taiwan had its worst. TSM's US shares fell 10.8%, and EWT fell 11.5%, its biggest drop since it started trading in 2000.

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MicroSectors@msectors

2026.11.06 15:56

Taiwan's stock market is mostly AI supply chain. Seven AI stocks make up 42% of the iShares MSCI Taiwan ETF $EWT, and TSMC $TSM alone is 22%. So when chip stocks had their second-worst day since 1994 on Thursday, Taiwan had its worst. TSM's US shares fell 10.8%, and EWT fell 11.5%, its biggest drop since it started trading in 2000.