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Nvidia Invests $3.5B in MediaTek, 0050 Index Rebalancing Announced: Weekly Market Recap

Electronic Technology · Semiconductors · cnyes · 2026-09-05

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This week's market recap highlights Nvidia's $3.5 billion investment in MediaTek, major index rebalancing for the 0050 ETF, and new advancements in AI cooling technology.

What Happened

MediaTek Financing: MediaTek successfully priced its first overseas convertible bond, raising $3.9 billion, with Nvidia contributing $3.5 billion. This record-breaking deal underscores the deepening strategic partnership between the two tech giants.

Index Rebalancing: The TWSE and FTSE Russell announced the latest quarterly index adjustments, with PharmaEssentia joining the Taiwan 50 Index while Alchip-KY was removed. These changes are expected to trigger significant rebalancing flows for ETFs tracking these indices.

Cooling Innovation: To address the thermal challenges of AI chips, TSMC and AMD revealed a new roadmap for liquid cooling technology, targeting mass production by mid-next year. Local suppliers are actively participating in this development to capture the growing AI infrastructure market.

Economic Indicators: The Labor Pension Fund reported a monthly loss in July due to market volatility, though long-term performance remains positive. Meanwhile, Taiwan's August manufacturing PMI rose to 62.5%, marking the highest level since 2021 and signaling robust industrial growth.

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