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Taiwan Stocks Hit New Revenue Highs in September; Analysts Highlight Top Picks
Electronic Technology · Computer Communications · economic_daily · 2026-10-13
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Driven by robust cloud service provider spending and NVIDIA's AI platform production, Taiwan-listed companies achieved record-breaking September revenues.
What Happened
Record Revenue Growth: Driven by sustained high capital expenditure from major cloud service providers and the mass production of NVIDIA's latest AI platforms, Taiwan-listed companies achieved record-breaking revenue in September. Analysts maintain a positive long-term outlook on the market, advising investors to capitalize on pullbacks by selecting high-quality stocks.
Investment Strategy: Analysts suggest focusing on companies that exceeded third-quarter revenue expectations and show strong momentum for the fourth quarter. Pegatron is specifically highlighted as a key pick due to its strong operational performance and potential for upward earnings revisions driven by AI server growth.
Tech Sector Momentum: The technology sector remains the primary growth driver, with AI server supply chains consistently outperforming expectations. Furthermore, secondary industries such as passive components, consumer IC design, and memory are showing signs of recovery, indicating that the AI investment cycle is broadening across the electronics sector.
Sector Performance: The mobile assembly sector led the way with a 127% revenue achievement rate, bolstered by new iPhone shipments and contributions from AI server business. Meanwhile, traditional industries including industrial automation, food and beverage, and aviation also maintained steady growth throughout the third quarter.