FOMC Decision Nears, Market Focuses on 華許 Remarks
The US Federal Reserve interest rate decision is attracting close attention, with market focus centered on the Federal Open Market Committee meeting outcome and Chairman 華許 post-meeting remarks. The meeting is scheduled to announce the rate decision at 台灣時間29日凌晨2時, and the 芝商所FedWatch tool shows the market expects a 90.6% probability of holding steady. In addition to the rate result, 華許 tone at the post-meeting press conference and the subsequently released dot plot will be key for interpreting the policy direction. Ahead of the announcement, on 28日 the 4 major US indexes opened higher at one point, while wait-and-see sentiment remained strong.
SK海力士 Beats Expectations, Lifting Memory Sector
On the tech stock front, Korean memory maker SK海力士 reported 第三季 earnings, with revenue 達新台幣2.77兆元, up 327% year-on-year, far exceeding market expectations. The company also revealed it has signed long-term contracts with more than 14 major customers, injecting momentum into the memory theme. Boosted by the report, Korean stocks rebounded sharply, while fellow electronic component maker 三星 also rose. SK海力士 has an ADR in the US, which rose 14.71美元 or 10.12% after the earnings release, drawing market attention.
聯電 Holds Earnings Call, Reports Quarterly Results and Adds Capex
Taiwan's second-largest wafer foundry 聯電 held its earnings call on 28日, reporting 2026年第三季 consolidated revenue of 新台幣742.4億元, up 25.6% year-on-year, with a 第三季 gross margin of 34.0%. The company said demand across end markets remained stable. The board also added 32億美元 in capital expenditure budget to expand silicon photonics and advanced packaging. CEO 王石 expects demand momentum to continue into 第四季, with advanced packaging and silicon photonics operations gradually ramping up and specialty process revenue continuing to grow. 聯電 has an ADR in the US, which fell 0.46美元 or 2.36% at the open.
US Stocks Open Higher, Taiwan Futures Night Session Holds at 47135點
As of press time after the US open, the Dow Jones Industrial Average rose 34.01點 or 0.06%, the S&P 500 rose 19.58點 or 0.25%, the Nasdaq Composite rose 91.75點 or 0.35%, and the Philadelphia Semiconductor Index rose 102.56點 or 0.89%. Among individual stocks, 微軟 fell 1.12美元 or 0.21%, while Alphabet rose 3.79美元 or 1.20%, with both companies set to report earnings after the close as members of the Magnificent Seven. In Taiwan,台指期 night trading fell 114.00點, standing at 47135點 at around 21時38分, after reaching a high of 47382點 and a low of 47092點 earlier. All 數字 above were updated before press time; please refer to actual quotes for stock prices.