Taiwan’s weighted index added 308.17 points on Tuesday, September 30, closing at 47,940.13 after an intraday high of 48,379.71, as foreign investors swung back to net buying and panel makers led turnover. The finish sealed a third quarter in which the TAIEX gained a record 18,976.53 points through nine months, according to local market data providers cited by Taiwan News.
Session mechanics
Trading value reached NT$875.7 billion on the main board, below the trillion-dollar bursts seen in the second quarter but still heavy for a month-end session. TSMC edged up NT$5 to NT$2,480, while memory names including Powerchip and Winbond drew speculative flows ahead of a US peer’s earnings report.
Selling into the close trimmed roughly 440 points from the session peak, a pattern brokers attributed to index-futures rolls and profit-taking after the index briefly reclaimed the 48,000 handle. Retail margin debt held steady, suggesting the pullback was more positional than panic-driven.
Chip complex versus laggards
Philadelphia semiconductor index gains overnight helped electronic stocks open firm, but rising US Treasury yields capped the rally in financials. Insurance shares lagged as traders priced in longer-duration bond losses on their portfolios.
Panel stocks outperformed after several weeks of foreign selling. Analysts at a Taipei brokerage said improving TV and monitor shipment forecasts, plus AI server display upgrades, gave cyclical cover to a market otherwise dominated by a handful of mega-cap chips.
What October needs
Strategists interviewed by local media said the index could grind higher if daily turnover returns above NT$1 trillion, a level that accompanied earlier breakouts. Without that liquidity, tests of 48,000 may keep fading into the close even when fundamentals look intact.
For investors waking up in Taipei on October 1, the September ledger is clear: double-digit percentage gains for the quarter, concentrated in technology, with foreign funds still the swing factor on margin-heavy names.