Philadelphia Semiconductor Index Surges 3.6%, TSMC ADR Gains Nearly 3%, Lending Momentum to Taiwan Stocks

黃黃郁婷 產業線記者2026-10-28 08:00

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U.S. stocks rose on the 27th on returning AI buying and lower oil prices, with the Philadelphia Semiconductor Index surging 3.6% and TSMC ADR gaining 2.95%. Electronics heavyweights, memory and AI server stocks in Taiwan stocks on the 28th are expected to be boosted, though focus later shifts to the Federal Reserve rate decision and Big Tech earnings.

SOX Leads U.S. Stocks Higher as AI Funds Clearly Flow Back

U.S. stocks closed broadly higher on Tuesday (27th) as buying in artificial intelligence themes returned and falling international oil prices lifted risk appetite. The Dow Jones Industrial Average edged up 15.99 points, or 0.03%, to close at 52,377.57; the S&P 500 rose 0.60% to close at 7,722.60; the Nasdaq rose 1.18% to close at 26,477.81; and the Philadelphia Semiconductor Index surged 399.04 points, or 3.60%, to close at 11,482.51, the strongest performer of the session. The rally was mainly led by AI and large semiconductor stocks, showing funds refocusing on technology growth stocks rather than a broad-based advance.

Semiconductors Broadly Strong as TSMC ADR Closes Higher

Among individual stocks, AMD surged 5.45%, Broadcom rose 4%, Nvidia rose 0.9%, Micron rose 2.77%, while Applied Materials, Qualcomm, Intel and others also advanced. Supermicro surged more than 7% and Dell Technologies also jumped more than 7%, showing funds spreading from GPUs and chip design to AI servers, data centers and hardware equipment supply chains. The most direct positive for Taiwan stocks was TSMC ADR closing at $436.87, up $12.50, or 2.95%. In addition, ASE ADR surged 5.39% and UMC ADR rose 1.41%, reflecting buying favoring packaging and testing as well as foundry stocks, supporting TSMC (2330), advanced packaging, CoWoS and semiconductor equipment and materials stocks.

Memory and AI Servers Take the Baton; Focus on Fed and Earnings

On the memory side, Micron rose 2.77%, while Western Digital, SanDisk and Seagate and other storage-related companies also advanced, reflecting continued expectations for AI server-driven memory and storage demand, supporting valuation spillover to Nanya Technology (2408), Winbond (2344), Phison (8299) and ADATA (3260). Meanwhile, strength in AMD, Broadcom, Supermicro and Dell affects Quanta (2382), Wistron (3231), Wiwynn (6669), Inventec (2356), MiTAC (3706) and Alchip-KY (3661), Global Unichip (3443) and other AI server and ASIC supply chains. Brent crude fell on Tuesday, helping ease energy cost and inflation concerns. However, the Federal Reserve will announce its rate decision on the 28th U.S. time, with markets focused on Chair Kevin Warsh's views on inflation and whether rates will be raised in December, while earnings from Alphabet, Microsoft and Amazon will confirm the sustainability of AI capital spending, remaining key for the subsequent market direction.

FAQ

How did the four major U.S. indexes perform on the 27th?

The Dow closed at 52,377.57, up 0.03%; the S&P 500 closed at 7,722.60, up 0.60%; the Nasdaq closed at 26,477.81, up 1.18%; and the Philadelphia Semiconductor Index closed at 11,482.51, surging 3.60%.

How did TSMC ADR and related semiconductor ADRs perform?

TSMC ADR closed at $436.87, up $12.50, or 2.95%; ASE ADR surged 5.39% and UMC ADR rose 1.41%, supporting sentiment for Taiwan electronics heavyweights and advanced packaging stocks.

What are the key variables ahead for Taiwan stocks?

The Federal Reserve will announce its rate decision on the 28th U.S. time, with focus on its inflation views and whether rates will be raised at year-end; earnings from Alphabet, Microsoft and Amazon will confirm whether AI capital spending and data center orders can continue.