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Taiwan Stocks Surge 820 Points in September Opener as MediaTek Leads AI Rally
Electronic Technology · Semiconductors · economic_daily · 2026-09-01
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Taiwan's stock market soared 820 points on the first day of September, fueled by heavy institutional buying and rumors of a major NVIDIA investment in MediaTek.
What Happened
Institutional Buying Spree: Taiwan stocks kicked off September with a massive rally, as the index climbed 820.25 points to close at 46,948.72. Institutional investors were net buyers, injecting a combined 56.14 billion TWD into the market, with foreign investors leading the charge.
MediaTek Sparks AI Frenzy: Shares of MediaTek hit the daily limit following market rumors regarding a 3.5 billion USD investment from NVIDIA. This news triggered a broad rally across AI ASIC, PCB, and CoWoS-related stocks, signaling strong investor appetite for AI-related technology.
Silicon Photonics and High-Priced Stocks: Anticipation surrounding the upcoming SEMICON Taiwan exhibition boosted interest in silicon photonics and high-speed transmission stocks. Meanwhile, Wiwynn surged to a record high ahead of its ex-rights date, further energizing the high-priced stock segment.
Positive Market Outlook: Analysts suggest that the market is well-positioned for continued growth, with a series of catalysts ahead including the semiconductor expo, Apple's upcoming product launch, and the release of August revenue reports. These factors are expected to provide sustained support for the index throughout the month.