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Nanya Technology Outpaces TSMC in Trading Value as Formosa Plastics Group Rallies

Electronic Technology · Semiconductors · economic_daily · 2026-08-27

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Nanya Technology topped the trading value charts on the 27th with over NT$45 billion, driving a broad rally across the Formosa Plastics Group and supply chain stocks.

What Happened

Market Trading Dynamics: The Taiwan stock market saw significant volatility on the 27th, with trading volume surging to NT$924.68 billion despite a late-session pullback. While AI and PCB sectors remained central, the Formosa Plastics Group emerged as a major focus for investors.

Nanya Technology's Surge: Nanya Technology outperformed TSMC in daily trading value, reaching NT$45.35 billion and hitting a record high. Strong foreign institutional buying of over 30,000 shares underscored the bullish sentiment surrounding the stock.

Formosa Group Momentum: The strength in Nanya and Nanya Technology spilled over into the broader Formosa Plastics Group, with stocks like Formosa Plastics, Formosa Chemicals & Fibre, and Nan Ya PCB all posting gains. Increased foreign investment in these entities suggests a strategic rotation into the group.

Tech Sector Divergence: PCB and substrate manufacturers including Kinsus and Unimicron attracted significant capital, maintaining their status as market leaders. Conversely, UMC experienced high trading volume but saw its share price decline, highlighting mixed investor sentiment within the semiconductor space.

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