Taiwan stock prices break through the 28,000 mark! TSMC leads the rally, driving semiconductor strength, and traditional industry funds flood in.

Today Market Conditions: Taiwan Stock Index Up 173 Points, Electronics and Traditional Industries Driving Double Momentum

Yesterday, (12th), Taiwan’s stock market staged a “dual attack” — stable large-cap stocks and explosive traditional industries. The weighted index closed up 173.27 points, at 28,198.02, a 0.62% increase, with trading volume approaching NT$474.8 billion. The market showed sector rotation, with electronics large-cap stocks gradually rising on one side and strong capital inflows into traditional industries on the other.

TSMC Gains Another NT$10 to Stabilize Confidence, Leading Foundry Holds 71% Market Share

The National Treasure Continues to Play a Stabilizing Role

Regarding today’s electronic stocks, TSMC(2330) cannot be overlooked. It closed up NT$10 at NT$1,480, a 0.68% increase, continuing to stabilize the market. Also strengthening were Hon Hai(2317), up slightly by 0.44% to NT$227, and MediaTek(2454), up 0.72% to NT$1,405. However, some large-cap stocks like Delta Electronics and Quanta Computer pulled back slightly, with declines of 0.74% and 0.52%, respectively.

Impressive Third Quarter 2025 Foundry Data

What’s even more eye-catching is TSMC’s market position. According to the latest TrendForce report, TSMC’s share of the foundry market in Q3 2025 has surged to 71% — this is no longer just leadership, but absolute dominance. Meanwhile, the combined revenue of the top ten global foundry companies increased by 8.1% quarter-over-quarter, approximately US$45.1 billion, with TSMC’s quarterly revenue approaching US$33.1 billion, a 9.3% increase.

What is driving this growth? The busy season for Apple iPhone inventory buildup and NVIDIA’s Blackwell platform mass production have simultaneously boosted TSMC’s wafer shipments and average selling price (ASP). Simply put, high-end orders are fully booked.

Traditional Industry Stocks Unexpectedly Become Dark Horses, Electrical Machinery and Cables Surge

Electrical Cable Stocks Soar 4.77%, Wanting Near 8%

The biggest surprise today was in the traditional industry sector. Electrical cable stocks surged 4.77%, making it the strongest sector overall. Walsin(1605) rose nearly 8%, closing at NT$31.85; Hon Chuan, Daya, and E-Town also gained momentum. The capital preference is clear — traditional industries are gaining popularity.

Electrical Machinery Stocks Booming, A德客-KY Surges 6.11%

Electrical machinery stocks are also on fire, with the sector index rising 3.26%. A德客-KY(1590) jumped 6.11% to NT$973, and Huacheng(1519) increased over 6% to NT$807. Gaoli, Tatung, and Teco also rose over 3%. This rotation within traditional industries indicates smart money is shifting from electronics to physical industries.

Global Foundry Landscape Analysis: Why Taiwan Firms Remain the Leaders

The second place is Samsung(6.8%) market share, third is SMIC(5.1%), and fourth is UMC(4.2%). What does this ranking reveal? Taiwan possesses unbeatable competitiveness in both advanced and mature process technologies.

However, TrendForce also warns that geopolitical factors and memory price fluctuations have made the supply chain more cautious about end-market demand in 2026. The growth of foundry output value in Q4 may slow down. In other words, the good times may not last forever.

How Should Investors View This

Taiwan stocks rose today, reflecting a mild recovery in market confidence. On one side, TSMC’s fundamentals remain strong, with market share continuing to expand; on the other, capital is quietly flowing into traditional industries, forming a healthy rotation pattern. For those looking to position, focus on stocks with strong Q3 earnings and industry growth trends, while paying attention to international capital flows and the Q4 peak season effects for appropriate asset allocation.