Taiwan stocks jumped 702.85 points Monday as foreign investors swung back to a NT$51.71B net buy, UMC surged 6%, and TSMC filed a record NT$467.58B July revenue on filing-deadline day.
Taiwan’s benchmark faded from an early push past 44,800 to close at 44,225.91 on Friday, down 0.38%, as foreign investors sold a net NT$40.72 billion in the cash market. TSMC edged higher against the tide; UMC fell 4.5%. Monthly revenue filings land Monday.
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.
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.
Taiwan’s TAIEX closed up 0.62% at 43,386.41 on Monday despite a 2.27% drop in TSMC, as MediaTek’s near-limit-up surge and rotation into memory and passive components carried the tape. Foreign investors sold NT$19.19B; investment trusts bought NT$21.07B.
The TAIEX surged 7.98% to 43,119.75 on Friday, recovering a large slice of a five-session, near-11% plunge. Foreign investors net bought NT$67.55 billion as TSMC, MediaTek and UMC closed at or near their 10% daily limits.
After a two-day, 3,595-point rout, the TAIEX fell to 39,404 and then rallied more than 1,000 points intraday, closing at 39,933.30 (-0.26%) as UMC’s earnings-driven surge offset another NT$48.3B of foreign selling.
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.