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.
The TAIEX rose 1.34% to 44,825.78 on Wednesday as foreign investors and investment trusts bought nearly NT$17B each — but TSMC sat out, and MediaTek, UMC and Hon Hai carried the tape.
The TAIEX surged 4.20% to 44,232.87 on Tuesday, clawing back part of Friday’s historic 6.47% rout. But the rebound was domestically funded: investment trusts bought NT$17.23B while foreign investors stayed net sellers at NT$-4.33B.