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Institutional Investors Pivot to Defensive Picks: MediaTek and Nanya Tech Lead Market Resilience
Electronic Technology · Semiconductors · economic_daily · 2026-09-12
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Amidst market volatility driven by Fed rate hike concerns, institutional investors are backing 14 resilient stocks including MediaTek and Nanya Tech.
What Happened
Institutional Defensive Strategy: Despite broader market volatility fueled by Federal Reserve rate hike expectations, institutional investors have pivoted toward specific defensive stocks. Data shows that 14 companies, including MediaTek and Nanya Tech, have received consistent buying support from both domestic and foreign institutional investors, outperforming the general market index.
Semiconductor and Memory Strength: The semiconductor sector dominates the list of favored stocks, with MediaTek leading the pack due to record-breaking revenue and a strategic partnership with Nvidia. Memory manufacturers Nanya Tech and Winbond are also benefiting from positive pricing trends, attracting significant capital inflows as their respective revenues hit multi-year highs.
Diversified Sector Interest: Beyond semiconductors, PCB giants Unimicron and Zhen Ding Technology have gained favor, while equipment supplier Gallant Precision Machining is seeing demand from the AI server market. First Financial Holding stands out as the sole financial sector representative, attracting investors seeking high dividend yields and stable earnings growth.
Market Divergence: The market is experiencing a clear divergence in performance based on institutional sentiment. While the favored stocks have shown strong resistance to market headwinds, companies facing simultaneous selling pressure from major institutional investors, such as Delta Electronics and Wistron, have experienced significant weekly price declines.