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.
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.
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.
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%.
The TAIEX rose 1.11% to 46,021.48 on Thursday, a fourth straight gain, as a cool US CPI print and a 2.49% SOX rally powered semiconductors. Foreign investors net bought NT$75.69 billion in the cash market, MediaTek jumped 5.23%, and Hon Hai bucked the tape.
The TAIEX closed at 45,518.07 on Wednesday, up 0.88%, as TSMC’s record NT$467.58 billion July revenue and a fresh capex approval lifted the tech complex. All three institutional groups were net buyers, led by NT$11.02 billion of foreign inflows, with the US CPI print looming overnight.
Taipei reversed an early 276-point drop to close up 0.43% at 45,120.72 on Tuesday, defying a 2.94% overnight slide in the Philadelphia Semiconductor Index. Foreign investors net bought NT$22.33 billion, MediaTek and TSMC led the recovery, and passive-component names went limit-up on AI server demand.
Every Taiwan-listed company must publish unaudited monthly revenue by the 10th of the following month — a disclosure cadence almost no other market mandates. Here is where to find the filings (MOPS, TWSE OpenAPI), how analysts nowcast TSMC’s quarter from two monthly prints, and the calendar and FX traps to avoid.
Taiwan’s benchmark jumped 1,250.94 points on Wednesday as a record-setting Wall Street session and a 6.5% surge in the Philadelphia Semiconductor Index lit up the AI hardware complex. Foreign investors bought NT$90.31 billion of cash equities — the day’s defining number.
Taipei, Aug 4: closing prints conflict — our quote feed shows the TAIEX at 43,360.66 (+0.56%) while media reports put the close at 43,289 (-0.22%) — but the rotation was unambiguous. TSMC fell 2.11% as the semiconductor sub-index rose 1.37%, investment trusts bought NT$25.27B against NT$5.73B of foreign selling, and the TWD softened to 32.41.