Taiwan stocks recovered on futures settlement day, with MediaTek and UMC doing the heavy lifting while TSMC ticked lower. Foreign investors sold NT$17.98B net — and investment trusts took the other side.
Taipei absorbed Monday’s 5.9% Philadelphia Semiconductor rout with a comparatively contained 0.77% decline to 45,511.49, as TSMC held green ahead of its ex-dividend date. Foreign investors net sold NT$62.7B, part of a combined NT$79.1B institutional outflow, with TAIFEX settlement and the CBC meeting looming.
Taiwan stocks fell 0.70% Monday as calls to slow frontier AI development, hawkish Fed repricing ahead of the FOMC and Middle East tensions overwhelmed a strong Friday close on Wall Street. Foreign investors sold a net NT$36.96 billion while defensive money rotated into financials.
Taiwan stocks fell hard on Friday, with the TAIEX losing 755 points to 46,184.85 as hot US wholesale inflation and a 2.7% overnight drop in the Philadelphia Semiconductor Index triggered heavy foreign selling. TSMC and MediaTek fell despite record August revenue; shipping and financials bucked the trend.
Taiwan’s benchmark eased to 46,940 on Thursday as foreign institutions sold a net NT$38.3 billion, breaking a four-session buying run. TSMC dipped despite a record August sales print, while MediaTek jumped 2%.
Taiwan’s benchmark inched up 0.16% to 47,183 on Wednesday as foreign investors net bought NT$20.9 billion. UMC jumped 3.3% while MediaTek fell 1.8%, and shipping and financials quietly outpaced the index.
Taiwan’s benchmark gave back an early 250-point rally to close at 47,105.78 on Tuesday. TSMC held green at NT$2,470, but Hon Hai, MediaTek and UMC dragged electronics lower. Foreign investors bought NT$13.27B net while dealers sold NT$18.54B — a split tape ahead of Thursday’s monthly revenue filings.
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.