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TWD Nears 33 Against USD as Foreign Investors Dump Taiwan Stocks; Analysts Advise Caution
Electronic Technology · Semiconductors · economic_daily · 2026-11-05
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Taiwan stocks face intense selling pressure as the TWD nears 33 per USD and foreign investors exit. Analysts suggest waiting for clear signs of a bottom.
What Happened
Market Volatility and Currency Pressure: The Taiwan stock market has experienced significant downward pressure, with the TWD depreciating toward the 33 level against the USD. Foreign investors have remained aggressive sellers, offloading massive amounts of stock over five consecutive trading sessions, further dampening investor sentiment.
Geopolitical and AI Policy Concerns: Market participants are increasingly anxious about the impact of US election results on AI policy, fearing that a Democratic victory might dampen support for the sector. These concerns, combined with escalating geopolitical risks in the Middle East, have weighed heavily on the broader market, particularly the semiconductor industry.
Institutional Buying Support: Analyst Chang Chen-hao notes that in the current climate of extreme pessimism, individual investors are largely sidelined. The primary support for the market is currently coming from state-run banks and domestic investment trusts, which remain the only entities actively providing liquidity.
Investment Outlook and Strategy: Experts emphasize that while the market is at a relatively low point, it is not yet clear if a definitive bottom has been reached. Investors are advised to wait for foreign selling to reverse and for margin debt levels to decline before considering re-entry into the market.
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