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Taiwan's High-Priced Tech Stocks Plunge: Chuan Hsin Falls Below NT$10,000 Mark

Electronic Technology · Semiconductors · economic_daily · 2026-10-15

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Taiwan's elite tech stocks faced a massive sell-off as inflation concerns triggered a market rout, pushing Chuan Hsin below the NT$10,000 threshold.

What Happened

Market Sell-off and Tech Rout: A higher-than-expected US CPI print triggered a broad market sell-off, with the Taiwan stock market experiencing a sharp intraday decline. High-priced tech stocks were hit particularly hard, as Chuan Hsin fell below the NT$10,000 mark and Aspeed Technology touched its daily limit low during the session.

Chuan Hsin's Revenue Normalization: Chuan Hsin reported a significant month-on-month revenue decline in September as the rush orders from cloud service providers seen in July and August subsided. Despite a 37% pullback from its historical peak, analysts remain optimistic about its dominant market share in AI server rails and maintain positive ratings.

Aspeed Technology's Fundamentals: Aspeed Technology continues to see strong demand for its BMC chips, with September revenue marking its eleventh consecutive month of growth. Despite strong quarterly performance, the stock has corrected by over 27% from its September high due to institutional selling pressure and broader market valuation adjustments.

Outlook and Market Focus: Investor sentiment has shifted from focusing solely on revenue growth to evaluating valuation sustainability amid macroeconomic uncertainty. Future performance will depend on Q4 shipment momentum for AI servers and high-performance computing, as well as whether corporate earnings can justify current stock valuations.

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