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.
The TAIEX closed at 46,128.47 (+0.33%) on Monday, August 31 as rotation into financials and shipping offset losses in TSMC, MediaTek and Hon Hai — even as all three institutional investor groups net sold a combined NT$26.76 billion on MSCI rebalance day.
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.
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.
Monday’s session split the Taiwan tape in two: TSMC’s 1.45% slide pulled the TAIEX down 1.02% to 44,762 on NT$15.75 billion of foreign net selling, while UMC jumped 6% and wafer makers hit limit-up as money rotated into mature-node plays ahead of Nvidia’s Wednesday earnings.
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.
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.
TAIFEX Taiwan index futures stop trading on the third Wednesday of each month, and the final settlement price is an arithmetic average of TAIEX values over the last 30 minutes of the spot session (13:00-13:30 Taipei) — not the closing print. Here is how the calendar, the averaging window, and expiry-week rollover actually work, with a worked example reading foreign net open interest.
Taiwan stocks fell 1.30% on Wednesday, breaking below 45,000, after a near-5% overnight plunge in the Philadelphia Semiconductor Index. All three institutional groups sold, totaling NT$70.85 billion, on TAIFEX settlement day.
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.