Taiwan's passive component leader Yageo crashed to its daily limit down even as chip capacitor prices are rising — bad news for retail investors who bought in last week.

• Taiwan's market fell more than 800 points as the US-Iran war widened, dragging tech stocks down across the board.
• Yageo dropped to its daily floor around mid-morning, trapping small investors who had just bought in days earlier.
• The selloff came despite good news: Samsung's parts arm is raising prices on standard chip capacitors by 25-30%, with AI server-grade parts up 10-20%.
• Rival Walsin Technology also hit limit down, though smaller passive component makers had been rising earlier in the day.
• Foreign investors and local funds have been selling for days, while big traders bought heavily last Friday — a sign of a confused, short-term battle over shares.

Outlook: Demand for capacitors is still strong with factories running near full capacity, so the drop looks driven by war jitters and trading flows rather than the underlying business.