# Taiex Type: index Source: GetYourBrief — https://getyourbrief.com/entity/taiex Canonical HTML page: https://getyourbrief.com/entity/taiex ## Timeline - **2026-07-17**: Moonshot Announces Kimi K3 — Chinese startup Moonshot unveils Kimi K3, a powerful low-cost AI model, evoking memories of the DeepSeek shock and sparking a fresh global tech rout. - **2026-07-17**: Global AI Stock Sell-Off — U.S. indexes fall sharply (S&P -1%, Dow -0.8%, Nasdaq -1.4%); Asian markets tumble (Taiex -6.5%, Nikkei -4%, Shanghai -3%); Nvidia drops 2.2%, Applied Materials -5.6%. - **2026-07-17**: Oil Prices Rise on Iran War — Crude oil continues its climb as the war with Iran fuels supply disruptions fears, adding to the risk-off sentiment in equity markets. - **2026-07-16**: Kospi Plunges 8.9% — In a second rout, Kospi crashes nearly 9%, intensifying concern over AI stock valuations ahead of Friday's global sell-off. - **2026-07-15**: S&P 500 Nears All-Time High — The S&P 500 comes within 0.5% of its record before profit-taking sets in; Kospi drops 6.4% on the same day. - **2026-07-14**: Kospi Surges 6.2% — South Korea's Kospi index experiences a single-day 6.2% rally, reflecting the heightened volatility in AI-linked stocks led by Samsung and SK Hynix. - **2025-01-20**: DeepSeek Unveils Low-Cost AI Model — Chinese AI startup DeepSeek releases a competitive large language model, triggering a global tech sell-off on fears of commoditization and reduced demand for high-end chips. ## Recent coverage (9 stories, network-wide) ### Asian Markets Mixed, Oil Steady as US Iran Sanctions Hit; Nikkei +0.5% 2026-08-25 09:56:16 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3 European and Asian equities mostly advanced on Tuesday, Aug. 25, 2026, despite fresh U.S. sanctions on Iran and AI-led volatility in U.S. tech shares. The Nikkei rose 0.5% while Nvidia's 2.9% Monday drop underscores the AI-valuation risk facing global markets. Full story: https://getfinancebrief.com/story/asian-markets-mixed-oil-steady-iran-sanctions-finance ### TAIEX Sits Above 44,930 After 2.5% Two-Day Drop; More Downside Seen 2026-08-21 04:57:47 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Taiwan's benchmark TAIEX is holding just above the 44,930-point plateau after a two-day slide erased almost 1,150 points. A weak global forecast driven by surging oil prices and Middle East unrest points to further downside for Friday's session, with U.S. and European losses setting the tone. Full story: https://getfinancebrief.com/story/taiwan-taiwan-stock-market-friday-outlook-2026-08-21 ### Kospi Surges 4% to 6,597 as Asian Markets Climb; Oil Tops $89 on Mideast Risks 2026-08-12 09:41:18 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 South Korea’s Kospi index rallied 4% on a semiconductor wave, while Brent crude rose to $89.67 as Iran‑war stalemate and Houthi attacks threaten supply. Upcoming U.S. inflation data will test the rally. Full story: https://getfinancebrief.com/story/kospi-4-percent-oil-prices-89-aug-2026 ### $1.7B Taiwan Inflows in August as Investors Dump $6.2B Korea Plays 2026-08-12 00:36:55 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 A dramatic $7.9 billion flow divergence has emerged between Taiwan and South Korea in early August as global investors reallocate following the AI-driven rout. Taiwan's steadier earnings prospects and diversified tech base have attracted heavy buying, while Korea's cyclical memory plays shed capital. Full story: https://getfinancebrief.com/story/taiwan-stocks-1-7b-inflows-korea-6-2b-outflows-ai-selloff ### AI Investors Bet on Taiwan's Diversified Supply Chain vs Korea's 7.4% EPS Miss 2026-08-12 00:36:43 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Post AI sell-off, global funds are shifting from Korea's concentrated memory plays to Taiwan's broader semiconductor ecosystem. The move underscores a growing preference for a diversified AI supply chain that offers less volatility and higher earnings revision momentum. Full story: https://getaibrief.com/story/ai-supply-chain-taiwan-korea-investor-shift-earnings ### Oil Surges on Iran War as AI Stocks Erase 1.4% on Nasdaq 2026-07-19 12:57:35 · Sector: climate · Sentiment: Negative · Impact: 6/10 · Sources: 13 Oil prices continued to climb on escalating Iran war tensions, while AI-heavy indexes shed 1.4%. The divergence highlights the energy sector's renewed allure and the risks to green transition momentum from sustained high fossil fuel prices. Full story: https://getclimatebrief.com/story/oil-prices-iran-war-nasdaq-slump ### Nvidia Drops 2.2% as Moonshot's Kimi K3 Triggers AI Stock Rout 2026-07-19 12:57:15 · Sector: ai · Sentiment: Negative · Impact: 6/10 · Sources: 13 The unveiling of Moonshot's low-cost Kimi K3 AI model sparked a global tech sell-off, dragging Nvidia down 2.2% and the Nasdaq 1.4%. The event reignites fears of AI commoditization and chip demand erosion, just as DeepSeek did in 2025. Full story: https://getaibrief.com/story/moonshot-kimi-k3-ai-stock-selloff-nvidia ### China Stocks Down 8% YTD as AI Trade Leaves Hong Kong Behind 2026-06-17 12:19:53 · Sector: finance · Sentiment: Strongly negative · Impact: 6/10 · Sources: 2 Chinese offshore equities slump nearly 8% in 2026 as global investors pivot to AI supply chain plays. The MSCI China Index is on the cusp of a bear market, down 18% from its October peak, while Taiwanese and South Korean benchmarks surge on semiconductor demand. Full story: https://getfinancebrief.com/story/china-stocks-down-8-ytd-ai-trade-hong-kong ### AI Supply Chain Boom Leaves China's Old-Economy Stocks 18% Below Peak 2026-06-17 12:19:36 · Sector: ai · Sentiment: Strongly negative · Impact: 6/10 · Sources: 2 A global AI infrastructure spending spree is vaulting semiconductor-heavy indices in Taiwan and South Korea to outsized gains, while China's HSCEI — heavy in financials and consumer names — languishes 18% below its recent high, with earnings revisions sliding. Full story: https://getaibrief.com/story/ai-supply-chain-boom-leaves-china-stocks-18-percent-below-peak --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.