PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Nasdaq 100 lagged during US trade but still finished in the green after US stocks rebounded from losses as front-end yields edged lower

In past episodes of this kind, management commentary confirming demand outstripping capacity has tended to validate the capex chain across the peer set rather than reprice the leader itself, since the read-through extends to equipment makers, packaging houses and memory suppliers in Korea and Japan. The fivefold expansion framing is qualitative rather than a formal guidance revision, so it carries less weight than the capex line on the next earnings print. On the macro side, the overnight US session followed a familiar pattern: a rebound led by a softer front end, with the Nasdaq lagging the broader tape, which historically signals rate sensitivity rather than an earnings-driven bid. The tells for the Asian session are whether TSMC's move pulls the Taiex weighting disproportionately and whether the front-end bid in Treasuries holds into the European morning. As a wrap note rather than a discrete catalyst, the signal is directional for sector breadth, not index level.