Taiwan’s TAIEX touched an all-time intraday high of 46,402.60 before afternoon selling in TSMC and the electronics heavyweights dragged it down 0.46% to 45,811.01. Despite the reversal, foreign investors finished the session as net buyers of NT$45.35 billion in the cash market, on NT$1.06 trillion turnover.
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.
TAIFEX publishes foreign investors’ net open interest in TAIEX futures and the options put/call OI ratio every trading day — but a large negative net OI is usually a hedge, not a bearish bet. Here is how to read both gauges, with a worked example from real August 2026 data, the practitioner heuristics and their limits, and the divergences that matter.
TSMC reported July 2026 revenue of NT$467.6 billion, up 5.6% from June and 44.7% from a year earlier — ahead of its 37.0% year-to-date pace. Hon Hai, Delta and UMC also posted strong months, while MediaTek slid 16.4% from June.
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.
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.
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.