Index Rebounds Strongly to Reclaim 44000
Taiwan stocks staged a strong rebound on the 11th. The weighted index opened higher and moved higher, with buying continuing to pour in during the session, closing up 1545.23 points, or 3.62%, at 44257.15, retaking the 44000 mark, with turnover of about NT$849.165 billion. The OTC index rose in tandem, up 1408.77 points, or 3.74%, to close at 39038.06, showing a clear return of bullish momentum as Taiwan stocks rebounded strongly after days of sharp correction.
Memory Stocks Dominate Top Five by EPS
Q3 2026 earnings reports are being released. According to CMoney statistics, as of November 9, among the top 12 listed companies by single-quarter Q3 EPS, memory and semiconductor-related stocks performed particularly well. Phison8299 took the championship with Q3 EPS as high as NT$138, with cumulative EPS of NT$325.49 for the first three quarters. Innodisk5289 ranked second with NT$93.09, with cumulative EPS of NT$256.23 for the first three quarters, both showing remarkable profitability. Third place went to Wiwynn6669, with Q3 EPS of NT$41.46, down 48.45% quarter-on-quarter. Fourth place was taken by Elite Material2383 at NT$40.47, up 46.90% quarter-on-quarter. Largan Precision3008 ranked fifth at NT$39.62, up 10.98% quarter-on-quarter, with cumulative EPS of NT$121.98 for the first three quarters, trailing only Phison and Innodisk in cumulative profit.
Mid-Tier Profit Momentum Continues to Heat Up
Ranking sixth to ninth were Hongjing7769, Team Group4967, ESMT3006 and Nanya Technology2408, with single-quarter EPS of NT$37.33, NT$37.19, NT$36.79 and NT$25.40 respectively. Among them, ESMT grew 82.04% quarter-on-quarter, while Nanya Technology grew 73.26%, reflecting continued strengthening profit momentum among memory-related manufacturers, another highlight of the Q3 earnings ranking, and showing the boost to supply-chain profits from recovering memory demand.
ASRock Rack More Than Doubles Quarter-on-Quarter, Tops Growth Ranking
Places tenth to twelfth went to ASRock Rack7711, Fushida6805 and Global Unichip3443, with single-quarter EPS of NT$19.81, NT$18.11 and NT$16.95 respectively. Notably, ASRock Rack posted quarter-on-quarter growth of 102.97%, the highest among the top 12. Fushida and Global Unichip also grew 46.17% and 45.99% respectively. Overall, memory, AI servers and semiconductor supply chains were key representatives of high-profit companies, with follow-on operating growth and Q4 profit performance worth continued attention.