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 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.
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.
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 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 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.
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.