TAIPEI (TVBS News) — The Taipei stock market reached a historic high Friday (Oct. 3), surging 382.67 points to 26,761.06 points, a 1.45% increase. Transaction volume contracted to NT$463.09 billion (around US$15.24 billion). Analysts credit the rally to Taiwan Semiconductor Manufacturing Company (TSMC, 台積電) reaching NT$1,400 (around US$46.06), elevating market value to NT$36.31 trillion (around US$1.19 trillion).
Electronic sector index climbed 2.08% to 1,583.06 points while the semiconductor index rose 2.38% to 815.53 points, both achieving record highs. Non-electronic sectors including construction, steel, plastics, and tourism experienced declines. MediaTek (聯發科) rebounded 3.13% to NT$1,320 (around US$43.44).
GUTC (竹陞科技) reached NT$1,005 (around US$33.07) during trading, closing at NT$999 (around US$32.87), up 2.88%. Wiwynn (緯穎) hit NT$3,540 (around US$116.48) before settling at NT$3,465 (around US$114.01), up 4.52%, driven by AI order visibility extending to 2027. Taiwan's AI supply chain benefited from NVIDIA's performance, with Delta Electronics (台達電), Asia Vital Components (奇鋐), and Chenming Electronic Tech. Corp. (晟銘電) rising 5.37%, 5.91%, and 5.58% respectively.
Defense stocks gained popularity ahead of Taiwan's National Day, Taiwan's national holiday, with Coretronic Intelligent Robotics Corporation (中光電) and Thunder Tiger (雷虎) both rising over 5%. Memory chip stocks benefited from price hikes, with Elite Semiconductor Microelectronics Technology (晶豪科) hitting limit up at NT$82.5 (around US$2.71) and Winbond (華邦電) rising 7.78% to NT$38.8 (around US$1.28). ◼ (At time of reporting, US$1 equals approximately NT$30.39)