Taipei, Oct 16: The TAIEX rebounded 0.30% to 47,111 but still logged a 2,202-point weekly loss. Foreign investors sold a net NT$46.15B — their eighth straight session — while TSMC fell 0.82% despite a record Q3 profit.
TSMC’s September 2026 revenue came in at NT$511.9 billion, essentially flat month-over-month but up 54.6% year-over-year. Whether AI chip demand is the driver is an inference — the companywide number carries no segment breakdown. Hon Hai, UMC and MediaTek filings round out the picture.
Taiwan’s benchmark set an all-time intraday high of 48,601 before heavy profit-taking pared the gain to 0.17%. Foreign investors still bought NT$44.73 billion of cash equities, while TSMC dragged and the ASIC and substrate complex ran to limit-up.
The TAIEX rose 1.14% to 47,718.84 for a fourth straight winning session, powered by MediaTek’s 6.37% surge on its 2nm Dimensity launch. All three institutional groups were net buyers, with foreign investors adding NT$20.38 billion.
On ex-dividend day, Taiwan exchanges cut a stock’s reference price by the full cash payout; 填息 (tianxi, ‘filling the gap’) means climbing back to the pre-ex price. How the July–September season works, why a smaller gap needs a smaller move to fill, and how the 21% withholding tax changes the math for foreign holders.
TSMC’s August 2026 revenue of NT$514.8 billion rose 10.1% month over month and 53.3% year over year, leading a strong set of Taiwan monthly filings from Hon Hai, MediaTek, Delta and UMC.
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.
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.
TSMC reported July 2026 revenue of NT$467.6 billion, up 5.6% from June and 44.7% from a year earlier — ahead of its 37.0% year-to-date pace. Hon Hai, Delta and UMC also posted strong months, while MediaTek slid 16.4% from June.