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TSMC Reclaims Top Spot as Foreign Investors Pour Capital into Memory Stocks

Electronic Technology · Semiconductors · economic_daily · 2026-09-08

00406, 00631, 00685, 00981, 2303, 2327, 2330, 2344, 2408, 2409, 2454, 3037, 3231, 3481, 4958, 6770

Taiwan stocks faced volatility on the 8th, with TSMC leading in transaction value while memory stocks like Winbond and Nanya attracted significant foreign buying.

What Happened

Market Overview: The Taiwan stock market experienced high-level volatility on the 8th, closing lower by 220.49 points amid reduced trading volume. Despite the broader market weakness, TSMC successfully reclaimed the top spot in transaction value, drawing significant investor attention.

Memory Sector Surge: The memory sector emerged as a primary focus for capital, with Winbond and Nanya Technology securing the second and third positions in transaction value. Strong buying pressure from foreign institutional investors acted as a key catalyst for the price appreciation of these memory stocks.

Foreign Investment Shifts: Foreign investor activity showed a clear divergence, with heavy accumulation in memory stocks contrasting with significant sell-offs in other sectors. UMC and Wistron faced substantial selling pressure from foreign entities, making them the top targets for divestment during the session.

Panel Industry Divergence: Panel manufacturers exhibited mixed performance, with AUO maintaining strong trading volume and positive price action. In contrast, Innolux struggled to sustain momentum, experiencing a decline in share price despite high trading volume, reflecting a split sentiment among market participants regarding the panel industry.

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