From todayTaiwan AI Stocks Slide on Rumors That Nvidia Cut Chip Orders by 30%

• 

  40%

  −0.8%

  Cut Is Partial

  The 30% figure proves directionally correct but exaggerated, reflecting timing shifts tied to VR200 rack delays, PCB constraints, and customer data-center bottlenecks rather than a collapse in AI accelerator demand. Taiwan AI shares remain volatile, but the market starts distinguishing between deferred shipments and canceled demand.

  Technology −1.6%

• 

  25%

  +1.0%

  Rumor Is Denied

  Nvidia or major suppliers push back against the 30% order-cut rumor, saying production schedules remain broadly on track. A relief rally follows in Taiwan AI stocks, though gains are capped by recent Microsoft capex caution and unresolved rack supply-chain issues.

  Technology +2.0%

• 

  25%

  −1.9%

  Large Cut Confirmed

  The rumor is confirmed at or near the reported 30% level, forcing investors to reassess the pace of AI infrastructure spending. The market treats the news as a sector-level semiconductor and AI hardware shock, especially after Microsoft’s capex trim and the China H200 restriction.

  Technology −3.5% · Industrials −0.7%

• 

  10%

  +0.5%

  Stabilization Response

  Taiwan policymakers and major supply-chain companies move quickly to stabilize sentiment after the AI-led TAIEX selloff. Official support, buyback discussion, or supplier order visibility reduces forced selling even if the Nvidia order outlook remains uncertain.

  Technology +1.0%