Intel Plunges 28% as Philadelphia Semiconductor Tumbles 829 Points and TSMC ADR Falls Nearly 6%

吳吳孟哲 國際財經記者2026-10-31 07:15

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Intel and Amazon reported weaker-than-expected earnings, deepening market doubts about returns on AI investment. U.S. stocks closed lower across the board on the 30th, with the Philadelphia Semiconductor Index down 7.2%, TSMC ADR down nearly 6%, and Taiex futures in the night session down 867 points to 44,433, as selling pressure intensified.

Weak Earnings Deepen AI Investment Concerns

Intel and Amazon delivered earnings below market expectations, fueling investor concerns that tech giants continue to ramp up artificial intelligence spending while payback remains unclear. Combined with rising inflation pressures, selling in U.S. technology and chip stocks intensified, with major U.S. indexes closing lower across the board on Friday the 30th. The Nasdaq posted its biggest single-day decline since June 2026, falling 5.3% in October for its worst monthly performance since March 2025. Market funds continued to exit AI-related supply chains and rotate into defensive stocks.

All Four Indexes Close Lower as Philadelphia Semiconductor Plunges 7.2%

All four major U.S. indexes closed lower on the 30th. The Dow Jones Industrial Average fell 572.25 points, or 1.09%, to close at 51770.31; the S&P 500 fell 140.32 points, or 1.82%, to close at 7580.07; the tech-heavy Nasdaq fell 747.72 points, or 2.86%, to close at 25437; and the Philadelphia Semiconductor Index fell 829.4 points, or 7.2%, to close at 10688.801. All of the Magnificent Seven moved lower, with Nvidia closing at $204.64, down 4.22%, Meta at $614.99, down 1.53%, Apple at $344.63, down 1.23%, Alphabet at $278.22, down 1.45%, Microsoft at $521.91, down 1.55%, Amazon at $240.35, down 1.41%, and Tesla at $399.81, down 0.87%. In addition, Intel shares plunged 28.58% to close at $65.76.

TSMC ADR Falls Nearly 6% as Memory Stocks Weaken

Among Taiwan ADRs, TSMC ADR closed at $406.13, down 5.95%; Hon Hai ADR closed at $15, down 1.64%; ASE ADR closed at $39.5, down 11.34%; UMC ADR closed at $16.68, down 7.54%; and Chunghwa Telecom ADR closed at $48.99, up 0.91%. Memory stocks came under pressure in tandem, with SK Hynix ADR closing at $149.21, down 7.95%; SanDisk at $1150.89, down 13.47%; Micron at $884.74, down 5.3%; Western Digital at $366.11, down 7.41%; and Seagate Technology at $644.58, down 7.98%, showing selling pressure spreading across the AI supply chain and memory sector.

Taiex Futures Night Session Retests 44,433

After-hours trading in Taiex futures fell through the 47,000, 46,000, and 45,000 levels over two sessions, ending at 44433, down 867 points, or 1.91%. Investors are watching the impact of weak U.S. technology stocks and the decline in TSMC ADR on the Taiwan market open, with AI investment returns, inflation data, and corporate earnings in focus ahead. This information is for reference only. Investors should make independent judgments, evaluate carefully, and bear their own investment risks.

FAQ

How did the four major U.S. indexes perform on the 30th?

The Dow fell 572.25 points to close at 51770.31, the S&P 500 fell 140.32 points to close at 7580.07, the Nasdaq fell 747.72 points to close at 25437, and the Philadelphia Semiconductor Index fell 829.4 points to close at 10688.801, with all four indexes closing lower.

How did Intel and TSMC ADR perform on the day?

Intel plunged 28.58% to close at $65.76; TSMC ADR closed at $406.13, down 5.95%, while ASE ADR fell 11.34% and UMC ADR fell 7.54%, reflecting heavy selling pressure across the AI supply chain.

Where did Taiex futures settle in the night session?

Taiex futures closed after-hours at 44433, down 867 points, or 1.91%, falling through the 47,000, 46,000, and 45,000 levels during the session.