House byline
Stocks correspondent
Wei-Ting Huang is a house byline for InfoHandle’s Stocks desk.
Taiwan’s cash equity market is set to open sharply lower Monday after TSMC’s U.S.-listed receipts fell 6.4 percent during the Double Ten holiday, while finance officials said the NT$500 billion stabilization fund remains authorized to buy on weakness.
Taiwan fund managers braced for a lower TAIEX open after U.S. power-management receipts slid 6.4 percent Friday, even as the index closed Friday at 27,302 on defense-linked gains.
Taiwan’s benchmark index finished at 27,301.92 on Friday as defense-linked industrials outpaced the heaviest chip weights after President Lai’s spending pledges.
Profit-taking before the Double Ten break and rising U.S. Treasury yields dragged cap-weighted names lower while defensive health and plastic shares advanced.
The capitalization-weighted index finished at 49,313.44 after foreign investors sold NT$758.52 billion on Thursday, capping a week that still posted a 1.73 percent gain ahead of the National Day market closure.
Foreign funds sold more than NT$130 billion on Oct. 7 while MLCC and optical names led gains, leaving the TAIEX 194 points shy of the 50,000 milestone before the National Day break.
The TWSE-weighted gauge gave back part of last week's rally after block trades in the largest foundry name pressured cap-weighted boards ahead of the Double Ten break.
The TAIEX rose 412.18 points Friday as TSMC and AI supply-chain heavyweights outweighed flat mid-cap financials, while five-day turnover slipped to NT$478.6 billion.
Foreign brokers placed more than 81,000 AUO shares on the buy side Friday while the weighted index closed at a record 48,475.74 ahead of a week crowded with optical and chip earnings calls.
Friday's NT$898.1 billion cash session tilted toward Formosa-linked energy names as semiconductor turnover still dominated weekly exchange tables but lost share to a petrochemical surge.
A Taiwan Stock Exchange weighting committee memo circulating among passive fund brokers flags several electronics manufacturing services names for potential index share gains after Friday’s record TAIEX close drew heavy ETF creation units, according to desk notes InfoHandle reviewed.
The weighted index rose 413 points to a record 48,353 close on Wednesday as foreign investors bought NT$21.9 billion and TSMC finished at NT$2,510.
The TAIEX rose 308 points on September 30 to 47,940.13, capping a record 18,976-point gain through three quarters as foreign funds returned to Innolux and AU Optronics.
Taipei's capitalization-weighted index fell 392 points to 47,632 on Tuesday as investors booked profits in custom silicon designers while power-semiconductor and petrochemical names advanced.
Foreign institutional investors bought a net NT$69.3 billion of Taiwan shares in the week before the Mid-Autumn break, yet brokers warn thin turnover after the holiday could make the 47,000–49,000 point range fragile.
Taipei's cash market is closed for the holiday weekend, but a Sep. 27 broker screen is pointing to copper-foil and LCD names as 2027 earnings plays. The first test comes at Monday's reopen.
Six TSMC block trades printed as high as NT$2,749.27 on Sept. 24 while the shares closed at NT$2,475, and the TAIEX held 48,024.6 into the Mid-Autumn break. What the premium does — and does not — say about the tape.
The TAIEX opened higher Wednesday as foreign institutional investors net-bought Taiwan Semiconductor Manufacturing Co. and MediaTek Inc. shares ahead of the first public readout from the Trump–Xi summit, with electronics and AI supply-chain names leading turnover on the Taiwan Stock Exchange.
United Microelectronics Corp. rose in Taipei trading after foundry spot pricing on mature nodes firmed in channel checks, supporting management hints that fourth-quarter utilization could hold above the low-eighties despite smartphone seasonality.
ASPEED Technology Co. shares jumped after channel checks showed server baseboard management controller orders accelerating at Taiwan ODMs building Copilot-ready motherboard lines for cloud and enterprise fleet refreshes.