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MediaTek Hits Limit Up as Taiwan Stocks Surge 820 Points Toward 47,000 Milestone

Electronic Technology · Semiconductors · cnyes · 2026-09-01

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Taiwan stocks rallied on the first trading day of September, led by MediaTek's limit-up performance and strong gains in major tech heavyweights, closing at 46,948.72 points.

What Happened

Market Performance: Taiwan stocks kicked off September with a strong rally, surging 820.25 points to close at 46,948.72 on a trading volume of 1.08 trillion TWD. The OTC index also outperformed, reflecting broad-based optimism across the market.

Key Movers: MediaTek hit its daily limit after news of NVIDIA's investment, while semiconductor giants TSMC and UMC saw significant buying pressure at the close. Other major tech stocks, including Wiwynn and ASE Technology, also contributed to the index's upward momentum.

Sector Highlights: Anticipation surrounding the upcoming Apple product launch boosted the PA sector, with VPEC and WIN Semiconductors hitting limit up. While PCB manufacturer Unimicron faced selling pressure, peers like Kinsus and Zhen Ding-KY saw strong rebounds driven by expected order shifts.

Market Outlook: Analysts note that the market is currently supported by robust themes in AI servers, silicon photonics, and the TSMC supply chain. Despite the strong upward trend, investors are advised to remain cautious regarding potential risks associated with chasing high valuations.

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