Today’s Market Overview: Taiwan Stock Index Up 173 Points, Electronics and Traditional Industries Driving Growth
Yesterday (12th) the Taiwan stock market staged a “dual-line squeeze” scenario——blue-chip stocks stabilized the market, traditional industries surged, and the weighted index closed up 173.27 points at 28,198.02, a gain of 0.62%, with trading volume approaching NT$474.8 billion. The market exhibited sector rotation, with moderate gains in electronic blue-chip stocks on one side and strong inflows of traditional industry funds on the other.
TSMC Up Another 10 Yuan Stabilizing Market Sentiment, Foundry Leader Maintains 71% Market Share
The Guardian Mountain Continues Playing Anchor Role
Speaking of today’s electronic stock performance, TSMC (2330) cannot be overlooked. It closed up 10 yuan at 1,480 yuan, a gain of 0.68%, continuing to stabilize the market. Foxconn (2317) also strengthened slightly up 0.44% to 227 yuan, MediaTek (2454) up 0.72% to 1,405 yuan. However, some blue-chip stocks like Delta Electronics and Quanta Services pulled back slightly, declining 0.74% and 0.52% respectively.
Q3 2025 Foundry Data Shines Brightly
What really catches the eye is TSMC’s market position. According to the latest TrendForce report, TSMC’s market share in global foundry market in Q3 2025 has soared to 71%——this is no longer leadership, but absolute dominance. During the same period, the top ten global foundry manufacturers’ combined quarterly revenue increased 8.1% to approximately US$45.1 billion, while TSMC’s single-quarter revenue approached US$33.1 billion, up 9.3% quarter-over-quarter.
What’s driving this growth? Apple iPhone inventory season combined with NVIDIA Blackwell platform mass production, enabling TSMC to simultaneously increase wafer shipments and average selling prices (ASP). Simply put, high-end orders are fully booked.
Traditional Industry Sectors Emerge as Dark Horse, Electrical and Cable Stocks Surge
Electrical Cable Stock Index Jumps 4.77%, Huaxin Approaches 8% Gain
Today’s biggest surprise falls to the traditional industry group. The electrical cable stock index surged 4.77%, becoming the strongest sector on the board. Huaxin (1605) up nearly 8% to 31.85 yuan; Huarong, Daya, and Yitai also followed suit. Market preferences are clear——traditional industries are in favor.
Electrical machinery stocks are equally impressive, with sector index up 3.26%. Airtac-KY (1590) up 6.11% to 973 yuan, Huacheng (1519) up over 6% to 807 yuan, Gaoli, Tatung, Teco and others all up over 3%. This traditional industry rotation shows smart money is shifting from electronics to physical industries.
Global Foundry Landscape Interpretation: Why Taiwan Manufacturers Dominate
Ranking second is Samsung (6.8% market share), third is SMIC (5.1%), fourth is UMC (4.2%). What can we see from this ranking? Taiwan possesses unshakeable competitiveness in both advanced and mature processes.
However, TrendForce also reminds that geopolitical factors and memory price volatility have made supply chains more cautious about end demand in 2026, with Q4 foundry output growth expected to slow. In other words, the good times may not last forever.
How Investors Should View This
Today’s Taiwan stock market gain reflects a moderate warming of market confidence. On one hand, TSMC’s fundamentals remain strong with continuously expanding market share, on the other hand traditional industry funds are quietly flowing in, forming a healthy rotation pattern. For those looking to position, attention can be paid to targets with bright Q3 earnings performance and industry growth trends, while monitoring international capital movements and Q4 season effects for appropriate asset allocation.
台股株価が28000ポイントを突破！TSMCが牽引し半導体が強含み、伝統産業資金が爆発的に流入
Today’s Market Overview: Taiwan Stock Index Up 173 Points, Electronics and Traditional Industries Driving Growth
Yesterday (12th) the Taiwan stock market staged a “dual-line squeeze” scenario——blue-chip stocks stabilized the market, traditional industries surged, and the weighted index closed up 173.27 points at 28,198.02, a gain of 0.62%, with trading volume approaching NT$474.8 billion. The market exhibited sector rotation, with moderate gains in electronic blue-chip stocks on one side and strong inflows of traditional industry funds on the other.
TSMC Up Another 10 Yuan Stabilizing Market Sentiment, Foundry Leader Maintains 71% Market Share
The Guardian Mountain Continues Playing Anchor Role
Speaking of today’s electronic stock performance, TSMC (2330) cannot be overlooked. It closed up 10 yuan at 1,480 yuan, a gain of 0.68%, continuing to stabilize the market. Foxconn (2317) also strengthened slightly up 0.44% to 227 yuan, MediaTek (2454) up 0.72% to 1,405 yuan. However, some blue-chip stocks like Delta Electronics and Quanta Services pulled back slightly, declining 0.74% and 0.52% respectively.
Q3 2025 Foundry Data Shines Brightly
What really catches the eye is TSMC’s market position. According to the latest TrendForce report, TSMC’s market share in global foundry market in Q3 2025 has soared to 71%——this is no longer leadership, but absolute dominance. During the same period, the top ten global foundry manufacturers’ combined quarterly revenue increased 8.1% to approximately US$45.1 billion, while TSMC’s single-quarter revenue approached US$33.1 billion, up 9.3% quarter-over-quarter.
What’s driving this growth? Apple iPhone inventory season combined with NVIDIA Blackwell platform mass production, enabling TSMC to simultaneously increase wafer shipments and average selling prices (ASP). Simply put, high-end orders are fully booked.
Traditional Industry Sectors Emerge as Dark Horse, Electrical and Cable Stocks Surge
Electrical Cable Stock Index Jumps 4.77%, Huaxin Approaches 8% Gain
Today’s biggest surprise falls to the traditional industry group. The electrical cable stock index surged 4.77%, becoming the strongest sector on the board. Huaxin (1605) up nearly 8% to 31.85 yuan; Huarong, Daya, and Yitai also followed suit. Market preferences are clear——traditional industries are in favor.
Electrical Machinery Stocks Momentum Unstoppable, Airtac-KY Soars 6.11%
Electrical machinery stocks are equally impressive, with sector index up 3.26%. Airtac-KY (1590) up 6.11% to 973 yuan, Huacheng (1519) up over 6% to 807 yuan, Gaoli, Tatung, Teco and others all up over 3%. This traditional industry rotation shows smart money is shifting from electronics to physical industries.
Global Foundry Landscape Interpretation: Why Taiwan Manufacturers Dominate
Ranking second is Samsung (6.8% market share), third is SMIC (5.1%), fourth is UMC (4.2%). What can we see from this ranking? Taiwan possesses unshakeable competitiveness in both advanced and mature processes.
However, TrendForce also reminds that geopolitical factors and memory price volatility have made supply chains more cautious about end demand in 2026, with Q4 foundry output growth expected to slow. In other words, the good times may not last forever.
How Investors Should View This
Today’s Taiwan stock market gain reflects a moderate warming of market confidence. On one hand, TSMC’s fundamentals remain strong with continuously expanding market share, on the other hand traditional industry funds are quietly flowing in, forming a healthy rotation pattern. For those looking to position, attention can be paid to targets with bright Q3 earnings performance and industry growth trends, while monitoring international capital movements and Q4 season effects for appropriate asset allocation.