The Taiwan stock market surged to new heights, setting both intraday and closing records. The Taiwan Capitalization Weighted Stock Index, known as TAIEX, climbed significantly, reflecting strong investor confidence. This impressive rise in the Taiwan stock market highlights a growing momentum fueled by semiconductor and energy-saving technology sectors.
On this trading day, TAIEX reached an intraday peak of 27,732.78 points and closed up by 372.16 points at 27,647.87. The turnover hit NT$547 billion, equivalent to about US$17.8 billion. This surge was led by major players in the semiconductor industry, including TSMC, which gained 1.37% to close at NT$1,485. The stock briefly touched a record intraday high of NT$1,495. Other big names like Foxconn rose nearly 8%, Delta Electronics climbed just under 1%, and MediaTek increased by 1.14%.
Government initiatives to support energy-saving technologies, such as silicon photonics, also contributed to the gains. Companies involved in this field, including Elite Advanced Laser, Fiber Optic Communications, and LandMark Optoelectronics, saw notable increases. Silicon photonics technology allows chips to process electrical and optical signals efficiently, reducing size, power use, and cost. It is gaining attention due to its potential in the AI-driven tech era.
Memory chip stocks continued to benefit from supply shortages and rising prices. Winbond Electronics, Nanya Technology, Phison Electronics, and others hit their daily trading limits. In addition, Kinsus Interconnect Technology, an ABF substrate maker, joined Nvidia’s supply chain, boosting its stock for the second day in a row. ABF is an insulating epoxy film critical for advanced semiconductor packaging.
The chip packaging and testing segment also performed well. Ase Technology Holding increased by over 7.5%, while King Yuan Electronics rose nearly 9%. Experts from Capital Investment Trust’s Taiwan stock research team said that short-term fluctuations may arise from global policy changes and geopolitical risks. However, they maintain that medium- and long-term growth remains stable.
Fund manager Chen Yuan-yi noted that current market strength is driven by demand for AI servers and advanced semiconductors. As interest rates ease, investment could shift to sectors like panels, memory chips, and silicon wafers, which have less inventory pressure. The Taiwan stock market’s record highs signal a robust outlook for the semiconductor-driven economy and related industries.
