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.
Taiwan’s benchmark reversed an early gain to close at 45,308.68 on Tuesday, with MediaTek down 4% and all three major institutional groups except investment trusts selling. Futures settlement looms Wednesday.
The TAIEX briefly breached the 46,000 mark before profit-taking pared the gain to 0.10% at 45,857. Foreign investors bought a net NT$45.45B for a sixth straight session, while MediaTek’s 3.8% slide capped the semiconductor complex. Shipping surged 4%.
Taiwan’s TAIEX fell 0.48% to 44,396.70 on Thursday as TSMC and MediaTek gave back part of Wednesday’s 1,250-point surge. Investment trusts bought NT$8.86B while foreigners were marginal net buyers in the cash market; rotation lifted memory and cooling names even as the heavyweights sagged.
Taipei absorbed a -4.25% overnight drop in the Philadelphia Semiconductor Index with barely a scratch: the TAIEX closed at 43,634.19, down just 0.05%, as foreign investors net bought NT$8.04B and financials rallied 1.45%. MediaTek and UMC bore the brunt while TSMC ended unchanged.
The TAIEX surged 4.20% to 44,232.87 on Tuesday, clawing back part of Friday’s historic 6.47% rout. But the rebound was domestically funded: investment trusts bought NT$17.23B while foreign investors stayed net sellers at NT$-4.33B.
Taiwan’s benchmark fell 6.47% to 42,671 on Friday as an overnight 4.29% rout in the Philadelphia Semiconductor Index swept through Taipei. TSMC dropped 7.29% despite a record Q2, UMC closed limit-down, and foreign investors had already sold NT$48.3 billion of cash equities heading into the session.
Taiwan’s five largest tech exporters must disclose revenue every month — a disclosure rule almost no other major market imposes. Here’s how to read those filings, with TSMC, Hon Hai, Delta Electronics, MediaTek, and UMC’s June 2026 numbers as a worked example of what accelerating AI demand looks like in the data.
Taiwan’s market reopened Monday after Friday’s typhoon closure and finished barely changed, with TSMC’s gain masking weakness in MediaTek and UMC. Foreign investors sold a net NT$19.58B, while investment trusts bought. TSMC reports Q2 results Thursday.