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Taiwan Stocks Hit Record Highs; Analyst Highlights Two Key Sectors for Investors
Electronic Technology · Semiconductors · economic_daily · 2026-09-22
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As the Taiwan stock market reaches new historical highs, analysts recommend focusing on the silicon wafer and gallium arsenide sectors for potential growth.
What Happened
Market Hits New Milestone: The Taiwan stock market reached a historic intraday high of 48,601.53 points, buoyed by strong performances in AI-related stocks and positive momentum from U.S. markets. The rally reflects growing investor confidence as the index continues to break through previous resistance levels.
Core Holding Strategy: Market analysts advise investors to maintain positions in key sectors such as TSMC, semiconductor equipment, ABF substrates, thermal management, and panel manufacturers. These sectors are expected to remain the primary drivers as the market eyes the 50,000-point milestone.
High-Potential Sectors: Analysts have identified silicon wafers and gallium arsenide as essential sectors for current portfolios. Companies like Walsin Lihwa (Wafer Works) and Win Semiconductors are highlighted for their favorable pricing trends, undervalued price-to-earnings ratios, and exposure to advanced packaging technologies.
Strong Operational Growth: Both Wafer Works and Win Semiconductors have reported robust year-to-date revenue growth, with Win Semiconductors achieving its highest monthly revenue in 56 months. With new product launches and increased demand from major clients, both firms are positioned for continued financial improvement in the coming quarters.