Movement Alert|iShares MSCI Taiwan ETF Overnight Decline 5.02%, TSMC Kumamoto Factory Hit by Earthquake Amid Broader Semiconductor Weakness

Market Focus07-29

On July 29, iShares MSCI Taiwan ETF declined 5.02% overnight, trading at $89.23/share, with turnover of $1.788 million. The ETF came under heavy selling pressure as a major earthquake disrupted semiconductor production in Japan while the broader chip sector continued to weaken.

A 7.1-magnitude earthquake struck Kumamoto Prefecture, Japan on July 28, triggering emergency evacuations at TSMC's JASM Kumamoto factory, which produces 12-28nm mature-node vehicle and industrial chips with monthly capacity of 55,000 12-inch wafers. TSMC fell over 3% on supply disruption concerns. The Philadelphia Semiconductor Index had previously retreated over 20% from its highs, entering a technical bear market. ASML fell 3.6%, Micron fell 5.46%, and SK Hynix fell 5.27%, with sustained capital outflows from the semiconductor sector. Taiwan's broader stock market declined over 3%, putting widespread pressure on the ETF's technology-heavy constituents.

The fund generally invests at least 80% of its assets in components of the MSCI Taiwan Index, a free float-adjusted market capitalization-weighted index designed to measure large- and mid-cap equity performance in Taiwan, with holdings concentrated in financial, technology, and commodities companies.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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