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.
TSMC carries roughly 35% or more of the TAIEX’s capitalization weight, so a 1% move in the stock mechanically shifts Taiwan’s benchmark by about 0.35 percentage points before any other share trades. Here is how to decompose any TAIEX session into its TSMC and non-TSMC components — with worked examples from real July 2026 data.
Taiwan’s benchmark fell 3.76% to 40,039.18 on Wednesday, its fourth straight decline, as skepticism over AI infrastructure returns hit semiconductors. Foreign investors sold NT$22.25B in cash equities while investment trusts bought against the tide.
Taiwan’s benchmark fell 4.65% to 41,603 on Tuesday as foreign investors dumped a net NT$87.56 billion. MediaTek and UMC fell close to 10%, TSMC lost 2.98%, and the sell-off tracked a region-wide unwind of AI infrastructure trades.
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.