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Taiwan Stocks Surge 663 Points Ahead of NVIDIA Earnings as AI Sector Leads Rally

Electronic Technology · Semiconductors · economic_daily · 2026-08-26

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Taiwan's stock market rebounded sharply, reclaiming the 10-day moving average as investors flocked to AI-related stocks and ETFs ahead of NVIDIA's earnings.

What Happened

Market Rebound: The Taiwan stock market staged a strong recovery on the 26th, with the weighted index surging 663.16 points to reclaim the 10-day moving average. Trading volume expanded to 804.2 billion TWD, supported by a net inflow of nearly 59.4 billion TWD from institutional investors.

AI Sector Dominance: TSMC reclaimed the top spot in trading value, while MediaTek surged over 5%, signaling a broad rally in AI-weighted stocks. Capital flowed heavily into the PCB, substrate, and high-speed transmission sectors, with notable gains in companies like Unimicron and Lotes.

ETF Popularity: ETFs accounted for six of the top ten most active stocks by volume, highlighting institutional preference for index-based exposure during the market rebound. The Uni-President 50 ETF saw significant foreign buying, underscoring the strategic use of ETFs to capture market momentum.

Future Outlook: While the AI sector remains robust, the shipping industry faced significant selling pressure, with Yang Ming Marine Transport suffering a sharp decline. Investors are now focused on NVIDIA's upcoming earnings report to determine if the current rally can sustain its momentum or if market divergence will increase.

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