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Institutional Investors Pour $64.3 Billion into Taiwan Stocks; TSMC Dips Amid Sector Rotation
Electronic Technology · Semiconductors · economic_daily · 2026-08-27
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Despite a late-session dip in TSMC, institutional investors net-bought NT$64.3 billion in Taiwan stocks, with capital rotating into plastics and AI-related components.
What Happened
Institutional Buying: Institutional investors continued their bullish stance on the Taiwan market, net-purchasing NT$64.3 billion worth of shares on the 27th. While the index initially surged on positive NVIDIA earnings, late-session selling pressure limited the final gains to 142.6 points, closing at 45,975.22.
Plastics Rally: The plastics sector emerged as the day's leader, driven by rising prices for fiberglass cloth and copper-clad laminates. Nan Ya Plastics hit the daily limit, leading gains for peers like Formosa Plastics and Taita Chemical, pushing the sector index up by 7.92%.
Tech Momentum: Anticipation surrounding Apple's upcoming event and progress in CPO technology propelled Largan Precision to a record high. Meanwhile, PCB manufacturer Taiflex Scientific saw its third consecutive daily limit gain after securing a spot in the NVIDIA supply chain, highlighting strong interest in AI-related hardware.
Market Rotation: TSMC faced profit-taking after an early rally, closing slightly lower. Conversely, Hon Hai and cooling solution providers like AVC showed resilience, indicating that investors are shifting capital toward specific AI sub-sectors and thematic plays rather than broad-based index heavyweights.