TAIEX closed down 606.52 points (-1.33%) at 45,079.94 on turnover of NT$1.23T, paring an intraday loss of 1,410 points as financials and passive components offset weakness in heavyweights. TSMC (2330) fell 0.84% to NT$2,365, while MediaTek (2454), Hon Hai (2317), ASE (3711) dropped over 2% and Delta (2308) and memory names led declines; UMC (2303) bucked the trend with gains over 5%.
Why it matters: Broad market wrap with sector rotation details and individual moves in TSMC, MediaTek, Hon Hai and UMC — relevant market color but not a single stock-moving catalyst.
Open source articleTAIEX opened sharply lower and fell over 1,400 points to an intraday low of 44,209.53, breaking the 45,000 level and both 5-day and 10-day moving averages on estimated turnover of NT$1.27T (~US$40B). AVGO's guidance triggered AI demand concerns, dragging the SOX down 2.15%; TSMC (2330) slipped 0.63%, while Quanta (2382), MediaTek (2454), Hon Hai (2317), Delta (2308) and ASE (3711) fell over 4%, and memory names Nanya (2408), Winbond (2344) and Transcend (2451) hit limit-down. Only UMC (2303) held gains above 1%.
Why it matters: Broad-based 3%+ index sell-off with named limit-down moves in memory and AI supply-chain names directly held in the TW coverage universe is a clear stock-moving event for PMs.
Open source articleThe TAIEX closed down 781.7 pts (-1.6%) at 45,677.46 on Mideast tensions and US Section 301 tariff concerns, with turnover of NT$1.2T (~US$37B). All top-20 electronics weights fell: TSMC (2330) -1.5% to NT$2,385, MediaTek (2454) -2% to NT$4,685, Hon Hai (2317) -5%, UMC (2303) -4%, Delta (2308) -1%, while Inventec (2356) dropped nearly 9% and Compal/Acer hit limit-down; heavy-electric and paper names bucked the trend.
Why it matters: Broad market wrap covering index move and sector rotation — affects multiple tracked TW electronics names but no single stock-specific catalyst.
Open source articleForeign investors flipped to net sellers of NT$38.6B (~US$1.2B) on Taiwan's bourse as the TAIEX fell 1.4% to 43,636 on record turnover of NT$1.59T. They dumped 289K lots of Innolux but kept aggressively buying memory names — 121K lots of PSMC (6-day cumulative 424K), 82K lots of Macronix and 62K lots of Nanya Tech — alongside smaller buys in Hon Hai (2317) and Inventec (2356).
Why it matters: Daily foreign flow data showing rotation from panels into Taiwan memory names — sector signal relevant to KR memory peers but not a single-name catalyst.
Open source article