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AI High-Flyers Stumble: King Slide and WinWay Hit Limit Down as ASPEED Slips
Electronic Technology · Semiconductors · economic_daily · 2026-10-07
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Taiwan's high-priced AI stocks faced a sharp correction today as King Slide hit limit down on slowing monthly revenue, dragging down peers like WinWay and ASPEED.
What Happened
Market Correction: High-priced AI stocks in Taiwan experienced a significant sell-off on the 7th, with King Slide and WinWay hitting the daily limit down. Industry leader ASPEED also saw its shares tumble over 6%, falling below the 18,000 TWD threshold as investors reassessed valuations.
Revenue Slowdown: King Slide's September revenue dropped 30.9% month-over-month, ending a six-month streak of record highs as the impact of urgent orders faded. While year-over-year growth remains strong, the company's short-term profitability was further pressured by currency fluctuations.
Resilient Fundamentals: Despite the stock price volatility, ASPEED and WinWay continue to report strong fundamentals, with ASPEED achieving 11 consecutive months of record revenue. WinWay has even reached its 10 billion TWD annual revenue target ahead of schedule, leading foreign analysts to maintain their bullish outlooks.
Outlook: The market is shifting its focus from record-breaking growth to the sustainability of demand following the recent surge in orders. The ability of AI server, HPC, and ASIC shipments to maintain momentum in the fourth quarter will be the primary factor for a potential recovery in these high-priced stocks.
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