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Institutional Investors Shift Focus Back to AI Stocks Amid Market Volatility
Electronic Technology · Semiconductors · economic_daily · 2026-09-20
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Despite recent foreign selling, institutional investors are pivoting back to AI-related stocks, with significant buying interest in UMC, Delta Electronics, and other key tech players.
What Happened
Institutional Moves: Although foreign investors have been net sellers for three consecutive weeks, their trading strategy is shifting toward re-entering the AI sector. Meanwhile, domestic institutional investors have continued to increase their holdings, providing a buffer against recent market selling pressure.
Buying Trends: Foreign investors have turned net buyers in stocks like UMC, Walsin Technology, and CTBC Financial, while MediaTek, Nanya Technology, and KYEC lead in total purchase value. This indicates a strategic rotation back into semiconductor and technology heavyweights.
AI Supply Chain: AI-related stocks such as Win Semiconductors, Alchip, and Delta Electronics have seen significant institutional interest. Domestic funds have also concentrated their buying on PharmaEssentia, UMC, and Nanya, underscoring the AI sector's dominance in institutional portfolios.
Market Sentiment: While the overall net selling by institutional investors has decreased, the intense focus on AI-related stocks remains a key market theme. This reallocation of capital is viewed as a critical support factor for the Taiwan market, reflecting sustained confidence in the technology sector.
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