Taiwan’s TAIEX surged past 46,400 at the open on NVIDIA’s beat, then gave nearly all of it back to close +0.31% at 45,975. The tell was underneath: foreign investors net bought NT$49.09B while the index chips stalled and money rotated into plastics, optics and PCB names.
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.
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.
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.
The TAIEX fell 1,195.97 points to 43,654.84 on Friday as a Wall Street rout over AI spending and $100 oil hit Taipei. Foreign investors sold a net NT$60.95 billion in cash equities, with UMC down 7.6% and MediaTek off 3.2%.
Taiwan’s benchmark closed barely changed Thursday after a whippy session that briefly reclaimed 45,000. All three institutional groups bought — foreign investors for a second day — even as the previous session’s futures book showed foreigners still heavily net short.