Taiwan Weighted Index Opens Down 8% as TSMC Falls 9.8%

The combination of an 8% index gap-down, a near-limit fall in TSMC and fresh NT dollar weakness past 33 points to a single-day repricing that is as much about currency and foreign flows as about the chipmaker itself. Because TSMC anchors the index's weighting, the tape is effectively a referendum on a single name, so the breadth of the selloff matters more than the headline number. Whether the currency move stabilizes alongside equities is the open question; a continued slide would suggest capital flight rather than a one-off risk reset.