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 TAIEX fell 0.99% to 49,313.44 on Thursday as TSMC, MediaTek and Hon Hai pulled back below the 50,000 mark. Foreign investors net sold NT$75.85 billion in the cash market ahead of the National Day holiday break, with TSMC’s October 15 earnings call now in view.
Taiwan’s benchmark came within 33 points of the 50,000 milestone before fading to a flat close on Wednesday, as foreign investors sold a net NT$13.04 billion and capital rotated out of mega-cap tech into passive components and plastics.
Taiwan’s TAIEX added 0.25% to a fresh all-time high of 48,475.74 on Friday, its third straight gain, as money rotated into optical communication, PCB and petrochemical names while TSMC, MediaTek and Hon Hai all closed lower. All three institutional camps were net buyers, led by investment trusts at NT$4.91 billion.
Returning from the Mid-Autumn Festival break, Taipei played catch-up with a weak Wall Street session: the TAIEX fell 392.64 points to 47,631.96, foreign investors sold a net NT$63.2 billion, and MediaTek lost 7.1% on reports of adjusted Google order allocations. Petrochemicals and shipping bucked the tide.
Taiwan stocks snapped a six-session winning streak Thursday, with the TAIEX easing 0.28% to 48,024.60 as foreign investors sold a net NT$33.8 billion ahead of the four-day Mid-Autumn break. TSMC dragged, MediaTek bucked the trend, and the Taiwan dollar softened to 31.82.
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.
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.
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.