Taiwan's stock market slipped on Monday, a mild pullback that leaves the index near record territory but signals investors taking money off the table.

• The main Taipei index fell about half a percent, closing just above 46,100 points.
• Trading was heavy, with turnover above NT$1.2 trillion, so the drop came on real volume rather than a quiet session.
• Taiwan's market is dominated by chipmakers, so moves here track global demand for AI hardware closely.
• TSMC signaled that future AI growth depends on whole integrated systems, not just faster chips — a shift in what customers will pay for.

Outlook: With Taiwan's index sitting near its highs, small pullbacks like this are likely to continue as investors wait for the next read on AI spending.