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Taiwan Stocks Remain Bullish; Analysts Suggest Buying Dips in Memory and Testing Sectors
Electronic Technology · Semiconductors · economic_daily · 2026-09-09
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Despite market volatility, the bullish trend for Taiwan stocks remains intact, with analysts recommending strategic accumulation of AI-related memory and testing stocks.
What Happened
Market Outlook: The Taiwan stock market continues to follow an upward trend, maintaining a solid bullish structure. Significant foreign capital inflows suggest confidence in future corporate earnings, with market focus expected to shift back to AI growth as oil prices stabilize.
Memory Sector: AI inference demand is driving a surge in memory requirements, transforming DRAM from a secondary component into a core pillar of AI infrastructure. Taiwanese firms like Nanya Technology and Winbond have reported strong revenue growth, signaling a broad recovery across the memory supply chain.
Investment Strategy: Analysts recommend that investors look for opportunities in AI-related sectors with upward earnings revisions. Beyond memory, areas such as substrates, liquid cooling, and high-end testing are attracting significant interest, making them ideal targets for accumulation during market pullbacks.
Sector Insights: Rising AI capital expenditures are fueling demand for high-end testing services. The upcoming IPO of testing firms is expected to bring further attention to this niche, and investors should monitor the profit growth and competitive positioning of these companies closely.
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