Taiwan stocks on the 6th plunged over 3,700 points in early trading, breaking below 38,000 points in the largest single-day point drop on record, before narrowing losses. 0050 traded over 71萬 lots, while 2x leveraged ETFs totaled over 241萬 lots with sharp early premiums, as bargain-hunting and rebound-chasing funds entered simultaneously.
Taiwan Stocks
Hit by AI policy concerns after the U.S. midterm elections, U.S. stocks plunged and dragged Taiwan stocks down more than 3,700 points in early trading on the 6th, falling below 38,000 points and the annual moving average, with TSMC and MediaTek opening from limit-down to narrow losses.
Taiwan stocks on the 6th dragged down by US stocks slump fell below 40000 points in early trading, plunging 3737 points to set an intraday record, rebounding to 40302 points at midday to narrow losses, with National Stabilization Fund and FSC market-stabilization moves in focus and the central bank governor's response sparking discussion.
After the U.S. midterm elections, markets worried AI regulation will tighten, U.S. four major indexes plunged, Taiwan stocks collapsed over 3,700 points in early trading on the 6th, once falling to 37,837.05 points below the annual line, TSMC hit limit-down, dealers warned margin-call selling pressure remains, advising holding cash.
Taiwan stocks opened on the 6th plunging over 3700 points, falling to a low of 37837.05 points below the 40000 mark, with a decline nearing 9%, TSMC and other heavyweights hitting limit-down, Juan Ching-hua said fundamentals are sound, and if disorder occurs will not rule out convening a National Stabilization Fund interim meeting in response.
Dragged down by a slump in U.S. tech stocks, Taiwan stocks opened lower and moved lower today, plunging over 3,700 points intraday, down nearly 9%, with TSMC and other heavyweights weakening across the board, while Korean stocks also plunged in tandem triggering a circuit breaker, as market panic clearly heated up and selling pressure spread across the board.
Dragged down by a plunge in U.S. technology stocks, Taiwan stocks opened at 38915.76 points on the 6th, down 2658.96 points, with an intraday low of 37837.05 points, down 3737.67 points. TSMC and other heavyweight stocks weakened in tandem, with selling pressure rising markedly.
Based on the November 5 closing price of 98.20, netizens calculated that 0050's dividend of 1.60 this year implies a yield of about 1.63%, questioning its appeal as neither a high-dividend nor a short-term trading vehicle, while investors pointed to long-term returns and liquidity as the key reasons to hold it.
Tsann Kuen announced an 11-day Double 11 member exclusive event from November 6 to 16, with designated storewide items starting from 50% off, covering air conditioners, TVs, refrigerators and gaming laptops, plus K Coins and iPhone draws with qualifying purchases.
Far EasTone's 2026 third-quarter total revenue reached NT$29.76 billion and EBITDA reached NT$10.09 billion, both record highs for the same period, with net income of NT$3.67 billion, a 21-year high for the period, EPS of NT$1.02, and 105% forecast achievement, putting full-year targets within reach.
Taiwan stocks plunged 1374.19 points to close at 41574.72 on the 5th, down 8137.32 points from the recent high in about one month, with foreign investors selling for 6 consecutive sessions with cumulative withdrawals exceeding 1.4 trillion, while the TWSE stressed sound fundamentals, gains still leading global markets, and relative downside resilience.
Taiwan stocks fell 1,374.19 points on November 5 to close at 41,574.72, the lowest since July 31. The TWSE stressed this year's 48.29% gain leads global markets, with a smaller pullback than the US, Korea, Japan and Hong Kong, and steady economic and export data.
The Taiex plunged 1,374 points on the 5th to fall below 42,000, with foreign investors net selling NT$102.46 billion. Experts say margin balances have corrected by less than 11%, leaving forced margin-call selling pressure unresolved, and expect Q4 to consolidate in a 40,000 to 50,000 range, with 40,000 as a relative low.
Advantech's third-quarter revenue reached NT$32.44 billion with EPS of NT$7.15, both quarterly records. AI-related revenue accounted for 24.5%, robotics grew more than 2-fold, orders on hand neared US$2.5 billion, targeting continued high double-digit growth into 2027.
Imaging equipment maker TECO Image Systems (5438) has won the Bank of Taiwan joint supply contract for drone systems in the transport drone category, demonstrating its integrated mass-production capabilities for complete drones, with specifications focused on payload, endurance, and information security requirements, while subsequent revenue momentum will depend on orders placed by individual agencies.
After the US midterm elections, Democratic wins in Texas and elsewhere, with the governor-elect calling for a pause on approvals for new data centers, Goldman Sachs estimates about 45% of planned capacity could be affected, and Taiwan AI server supply chains came under heavy intraday selling pressure on the 5th, with cooling and PCB names hitting limit-down.
Taiwan stocks swung sharply on the 4th to close at 42,948 points, foreign investors sold a net NT$149.899 billion, the 5th-largest on record, investment trusts bought a net NT$27.631 billion, actively managed ETFs added TSMC, MediaTek and ASE against the trend, with focus ahead on support at 42,000.
Cathay Securities Futures pointed out on the 5th that the short-term correction in Taiwan stocks does not change fundamentals, optimistic on Edge AI, high-end CCL, MLCC and ASIC demand, naming Advantech, Elite Material, Holy Stone and MediaTek, with order visibility extending to 2027.
Taiwan stocks saw violent swings of 1885 points on the 4th, closing at 42948 down 358 points, with turnover exceeding 1.1 trillion yuan. 0050 fell below 100 yuan, 00981A rebounded over 6% from its low, managers added 7 semiconductor stocks including TSMC and ASE, outlook remains to be seen.
Democrats take control of Congress in US midterms, AI regulation concerns heat up, Asian stocks mixed, Japanese stocks rebound, Korean stocks plunge 3.32%, Taiwan stocks dive 858 points to 42090, New Taiwan dollar approaches 33, margin deleveraging weaker than expected.