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Foreign Investors Pour $562 Billion into Taiwan Stocks, Favoring Legacy AI Plays
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-04
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Taiwan stocks surged as foreign investors snapped up NT$56.2 billion in shares, with heavy buying in Compal, Foxconn, and UMC signaling a return to AI stocks.
What Happened
Market Rally: The Taiwan stock market saw a strong rebound on the 4th, closing up 693.47 points at 46,551.13, a gain of 1.51%. All three major institutional investor groups were net buyers, injecting a total of NT$62.87 billion into the market and ending a two-day selling streak.
Foreign Capital Inflow: Foreign investors led the charge with a net purchase of NT$56.21 billion. Their buying activity was heavily concentrated on legacy AI-related stocks, with Compal Electronics receiving the largest volume of nearly 69,000 shares, followed by significant interest in UMC and Foxconn.
AI Sector Momentum: Capital flowed back into the AI server supply chain, driving a 7.35% surge in Compal's share price. Other key players like Wistron, Quanta, and Foxconn also saw gains, helping to bolster the broader electronic sector despite minor weakness in some semiconductor holdings.
Institutional Positioning: The synchronized buying from foreign investors, domestic investment trusts, and dealers suggests a shift toward a more optimistic market outlook. While the buying was broad, foreign investors simultaneously offloaded shares in Taiwan Business Bank and Innolux, indicating a strategic reallocation of their portfolios.