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.
Monday’s session split the Taiwan tape in two: TSMC’s 1.45% slide pulled the TAIEX down 1.02% to 44,762 on NT$15.75 billion of foreign net selling, while UMC jumped 6% and wafer makers hit limit-up as money rotated into mature-node plays ahead of Nvidia’s Wednesday earnings.
Taipei shrugged off a weak Wall Street session on Friday: the TAIEX rose 0.65% to 45,224.29 on heavy foreign buying, with TSMC up 1.47% and MediaTek up 2.43%. We break down the flows, the previous-session futures positioning, and the short channels.
Taiwan’s benchmark swung more than 700 points intraday before closing up 0.48% at 44,933.74, as TSMC’s late push to NT$2,375 offset an overnight 2.12% drop in the Philadelphia Semiconductor Index. Foreign investors bought NT$3.78B while dealers sold, and capital rotated hard into shipping.