Intelligence Feed event · Macro · 2026-07-17

    TSMC selloff and $100bn U.S. fab expansion plan trigger sharp Taiwan equity slump

    Question

    TSMC selloff and $100bn U.S. fab expansion plan trigger sharp Taiwan equity slump

    Direct answer

    TAIEX down ~6.5%; TSMC (2330.TW/TSM) down 7.3%; negative spillover to broader semiconductor complex and regional chip suppliers.

    Original publisher
    Market Ontology
    Evidence through
    2026-07-17
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “TSMC selloff and $100bn U.S. fab expansion plan trigger sharp Taiwan equity slump”, revision 1, evidence through 2026-07-17. https://marketontology.com/market-events/2026-07-17/tsmc-selloff-and-100bn-u-s-fab-expansion-plan-trigger-sharp-taiwan-equity-slump-573a17

    MACROSeverity Critical
    90

    TAIEX down ~6.5%; TSMC (2330.TW/TSM) down 7.3%; negative spillover to broader semiconductor complex and regional chip suppliers.

    Transmission
    01 · Catalyst
    TSMC selloff and $100bn U.S. fab expansion plan trigger sharp Taiwan equity slump

    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TSMWatch398.37 2026-07-17+0.99%+1.27%+7.02%
    SOXXWatch521.81 2026-07-17+0.45%+1.00%+5.48%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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