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Taiwan Stocks Hit Record High Amid 801-Point Volatility; Institutional Investors Net Buy NT$60.8 Billion
Electronic Technology · Semiconductors · economic_daily · 2026-09-22
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Taiwan stocks reached a new closing high on the 22nd despite significant intraday volatility, as institutional investors poured NT$60.8 billion into the market with a focus on AI-related and IC design stocks.
What Happened
Market Performance: The Taiwan Stock Exchange index surged to a record intraday high of 48,601.53 points on the 22nd, tracking gains from U.S. markets. However, profit-taking and weakness in TSMC caused the index to pare gains, ultimately closing at a record 47,800.17 points after an 801-point swing.
Institutional Activity: Institutional investors were net buyers of NT$60.82 billion in total, with foreign investors leading the charge at NT$447.26 billion. This marks the fourth consecutive day of net buying, totaling over NT$253 billion, signaling strong confidence from overseas capital.
Sector Rotation: Capital rotated heavily into high-priced IC design, substrate, and silicon wafer stocks. MediaTek and ASPEED reached new all-time highs, while AI-centric stocks like Alchip and Etron saw significant momentum, reflecting a continued investor preference for high-growth technology themes.
Market Outlook: The sharp intraday reversal highlights growing tension between aggressive buying and profit-taking at record levels. With major weights like TSMC and financial stocks showing signs of fatigue, the market is shifting toward a rotation-based strategy, focusing on specific thematic opportunities rather than broad-based rallies.