TAIPEI (Taiwan News) — Taiwan’s stock market rose on Thursday, reaching new intraday and closing records.
The Taiwan Capitalization Weighted Stock Index, or TAIEX, touched an intraday high of 27,732.78 points and closed up 372.16 points at 27,647.87. Turnover totaled NT$547 billion (US$17.8 billion), according to CNA and CTEE.
TSMC, set to hold its earnings conference in the afternoon, rose 1.37% to close at NT$1,485. It briefly reached an intraday high of NT$1,495, both marking all-time highs.
Foxconn increased 7.99% to NT$223. Delta Electronics added 0.99% to NT$1,025, and MediaTek rose 1.14% to NT$1,330.
Government support for energy-saving technologies, including silicon photonics, contributed to gains in related stocks. Elite Advanced Laser advanced nearly 6%, while Fiber Optic Communications, LandMark Optoelectronics, Browave, Pcl Technologies, and United Fiber Optic Communication also recorded increases.
Silicon photonics enables chips to process both electrical and optical signals, reducing component size, lowering power consumption, and decreasing costs. With its high efficiency and compact design, silicon photonics is increasingly drawing attention in the AI era, though it remains technically challenging and less mature, according to Business Next.
Memory chip stocks continued to benefit from ongoing DRAM shortages and rising prices. Winbond Electronics, Nanya Technology, Phison Electronics, Transcend Information, Apacer Technology, and Panram International all reached their daily trading limits.
ABF substrate maker Kinsus Interconnect Technology reportedly joined Nvidia’s supply chain, resulting in a second straight limit-up at NT$147.5. Unimicron Technology rose 4.42%, while Nan Ya Printed Circuit Board remained unchanged.
ABF, or Ajinomoto Build-up Film, is a heat-curing epoxy film developed by Japan’s Ajinomoto. It functions as an insulating layer in semiconductor packaging, allowing multiple fine circuit layers to be stacked for advanced chips.
In the chip packaging and testing sector, Ase Technology Holding gained 7.58%, and King Yuan Electronics increased 8.73%.
Capital Investment Trust’s Taiwan stock research team noted that while international policy shifts, tariff changes, and geopolitical risks could cause short-term market fluctuations, medium- to long-term structural growth trends remain intact.
Fund manager Chen Yuan-yi (陳沅易) said that the current market momentum is largely driven by AI server demand and advanced semiconductor industries. As the interest rate cut cycle progresses, capital may gradually shift toward low-base cyclical sectors, including panels, memory chips, and silicon wafers, where inventory pressures have eased.
This information is not intended as personalized financial advice. Investors should conduct their own research before making investment decisions.
