Taiwan’s benchmark jumped 775 points to 47,326 on Monday as MediaTek soared 7.8% on AI ASIC momentum and UMC locked limit-up, with foreign investors pouring in NT$88.3 billion while US markets sat out Labor Day.
Taiwan’s benchmark surged 693 points on Friday as foreign investors net bought NT$56.21 billion, AI hardware names rallied and the TWD firmed, with USD/TWD quoted at 31.65. A look at flows, positioning and what to watch into the September 10 revenue filings.
Taiwan’s benchmark faded a 350-point opening rally to close down 0.67% at 45,857.66 on Thursday, as foreign investors sold a net NT$48.15 billion and small caps bore the brunt. Financials and shipping outperformed; ABF substrate names were hit hard.
Taiwan stocks fell 784 points on Wednesday, closing at the session low of 46,164.72 as US-Iran tensions and an overnight chip rout hit sentiment. Foreign investors sold a net NT$91.35 billion, while SEMICON Taiwan lifted equipment and silicon-photonics names limit-up against the tide.
Taiwan’s benchmark closed Tuesday at 46,948.72, up 1.78%, powered by a limit-up 9.94% surge in MediaTek and a NT$56.1B combined institutional bid — foreign investors, investment trusts and dealers all net buyers on the same day.
The TAIEX closed at 46,128.47 (+0.33%) on Monday, August 31 as rotation into financials and shipping offset losses in TSMC, MediaTek and Hon Hai — even as all three institutional investor groups net sold a combined NT$26.76 billion on MSCI rebalance day.
Taiwan’s benchmark closed at 46,331.45 on chip strength and heavy foreign buying, capping a 2.4% weekly gain — but decliners outnumbered gainers, and Thursday’s positioning data shows institutions had been shorting UMC into the rally.
Taiwan’s TAIEX surged past 46,400 at the open on NVIDIA’s beat, then gave nearly all of it back to close +0.31% at 45,975. The tell was underneath: foreign investors net bought NT$49.09B while the index chips stalled and money rotated into plastics, optics and PCB names.
Taiwan’s benchmark surged 663 points to 45,832.62 on Wednesday as silicon photonics and CPO names hit limit-up, MediaTek jumped 5.6%, and all three institutional camps bought — foreign investors alone adding NT$36.6 billion.
Taipei shook off a semiconductor-driven morning rout on Tuesday, with the TAIEX climbing from an intraday low of 44,210 to finish at 45,169.46, up 0.91%. Financials did the heavy lifting while foreign investors were modest net sellers in the cash market.