The TAIEX closed at a record 49,822.55 on Tuesday after coming within roughly 31 points of the 50,000 mark intraday, but all three institutional groups combined sold NT$20.79 billion net, MediaTek fell 4.7%, and NT$975.9 billion changed hands in a heavy, two-sided session.
Taiwan’s TAIEX jumped 2.55% to a record 49,712.04 on NT$1.15 trillion turnover Monday, powered by NT$71.9 billion of foreign net buying. TSMC hit an intraday all-time high while UMC bucked the rally with a 5.6% slide.
Taiwan’s TAIEX added 0.25% to a fresh all-time high of 48,475.74 on Friday, its third straight gain, as money rotated into optical communication, PCB and petrochemical names while TSMC, MediaTek and Hon Hai all closed lower. All three institutional camps were net buyers, led by investment trusts at NT$4.91 billion.
The TAIEX finished at an all-time closing high of 48,353.49 (+0.86%) on Thursday, closing at the session top on NT$837.4 billion turnover. Foreign investors bought a net NT$21.94 billion, UMC jumped 4.53%, and passive components saw a wall of limit-ups.
By the time TSMC’s quarterly investor conference begins, the quarter’s revenue is already public — Taiwan requires monthly sales filings by the 10th. What actually moves the stock: gross-margin guidance, capex plans, 3nm/2nm node mix, AI platform share, and the day-to-day change in the TSM ADR’s structural 15-25% premium over Taipei.
Taiwan’s benchmark rose 0.65% to 47,940.13 on the final day of September, sealing a 3.93% monthly gain at all-time highs. Foreign investors net bought NT$29.64 billion, glass-substrate and silicon-wafer names went limit-up, and the TWD held near 31.85 after testing 31.9.
Returning from the Mid-Autumn Festival break, Taipei played catch-up with a weak Wall Street session: the TAIEX fell 392.64 points to 47,631.96, foreign investors sold a net NT$63.2 billion, and MediaTek lost 7.1% on reports of adjusted Google order allocations. Petrochemicals and shipping bucked the tide.
Taiwan stocks snapped a six-session winning streak Thursday, with the TAIEX easing 0.28% to 48,024.60 as foreign investors sold a net NT$33.8 billion ahead of the four-day Mid-Autumn break. TSMC dragged, MediaTek bucked the trend, and the Taiwan dollar softened to 31.82.
TWSE publishes securities-lending (借券) short balances for every shortable stock daily after the close — the institutional short channel, separate from retail margin shorts. Here is where to find the data, how to read a balance like TSMC’s 15.2 million borrowed-and-sold shares (Sept 2026), and why a rising balance is often consistent with hedging, not a bearish bet.
Taiwan’s benchmark set an all-time intraday high of 48,601 before heavy profit-taking pared the gain to 0.17%. Foreign investors still bought NT$44.73 billion of cash equities, while TSMC dragged and the ASIC and substrate complex ran to limit-up.