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TWD Decouples from Asian Peers, Closes Lower for Second Consecutive Session

Electronic Technology · Semiconductors · cnyes · 2026-09-03

The New Taiwan Dollar weakened against the greenback to close at 31.755, diverging from the broader rally in Asian currencies as local stocks faced heavy selling.

What Happened

Currency Performance: The New Taiwan Dollar faced downward pressure today, decoupling from the broader rally seen in other Asian currencies like the Japanese Yen and Korean Won. Despite dipping below the 31.8 level during intraday trading, central bank intervention helped limit losses, resulting in a closing price of 31.755, down 2.7 cents.

Equity Market Slump: Taiwan stocks experienced a late-session sell-off, dropping 307 points to finish at 45,857.66. Heavy selling was observed in the memory and PCB sectors, with foreign institutional investors offloading 48.146 billion TWD in shares.

Regional Divergence: While the TWD struggled, regional peers including the Yen, Won, and Singapore Dollar posted gains against the USD. The divergence highlights a shift in capital flows, leaving the TWD as an outlier in the regional currency market today.

Policy Outlook: Market participants are closely monitoring the upcoming Bank of Japan policy meeting, with expectations for a potential rate hike rising. The Yen's recent volatility, influenced by pressure from U.S. Treasury Secretary Scott Bessent, remains a pivotal factor for broader Asian currency trends.

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