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Taiwan Stocks Surge 663 Points as TSMC Leads Rally Ahead of Nvidia Earnings
Electronic Technology · Semiconductors · economic_daily · 2026-08-26
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Taiwan's stock market rebounded strongly, closing at 45,832 points with high volume, as investors position for Nvidia's earnings and upcoming semiconductor events.
What Happened
Market Performance: Taiwan stocks staged a robust recovery on the 26th, climbing 663.16 points to close at 45,832.62, with trading volume exceeding 800 billion TWD. Led by TSMC and MediaTek, the index successfully reclaimed its short-to-medium-term moving averages, signaling renewed bullish momentum.
Key Catalysts: The market is bracing for a series of high-impact events, including the MSCI quarterly rebalancing, the SEMICON Taiwan exhibition, and the lead-up to Apple's autumn product launch. Investors are closely monitoring developments in FOPLP, CoWoS capacity expansion, and silicon photonics to gauge future growth drivers.
Analyst Outlook: Financial advisors suggest maintaining a disciplined portfolio allocation of 50-60% amid high-level volatility and currency fluctuations. Market participants are advised to exercise caution against potential end-of-day volatility during the MSCI rebalancing and avoid chasing rallies during morning sessions.
Investment Strategy: The recommended strategy focuses on semiconductor supply chain beneficiaries, specifically advanced packaging equipment, testing interfaces, and sectors with pricing power like CCL and optical communications. Analysts suggest buying on dips when prices consolidate near key moving averages rather than chasing rapid intraday gains.