Taiwan Stocks Plunge 667 Points to Close at 46368, TSMC Closes at 2415

黃黃郁婷 產業線記者2026-10-29 14:18

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All four major US indexes rise with Philadelphia Semiconductor up over 1%, Taiex night futures pull back, Taiwan stocks on the 29th open lower and close down 667 points at 46368, TSMC falls 10 to close at 2415, turnover NT$789.152 billion, financial stocks buck the trend to support the market, OTC falls 7 points

US Stocks Strengthen While Night Futures Pull Back, Taiwan Stocks Open Lower

The US Federal Reserve holds interest rates steady as expected, and led by semiconductor stocks, all four major US indexes move higher, with the Philadelphia Semiconductor Index rising over 1%. However, Taiex night futures pull back 128 points. Taipei stocks on the 29th open down 20.71 points at 47014.87 points, the intraday low reaches 46055.07 points, down 980.51 points, and close down 667.25 points, about 1.42%, at 46368.33 points, with turnover of NT$789.152 billion.

Heavyweight Electronics Lead Declines, OTC Closes Lower

Selling pressure centers on heavyweight stocks. TSMC opens down 5 at 2420, hits an intraday low of 2390, and closes down 10 at 2415, dragging the broader market down about 79 points. MediaTek opens down 30 at 4205, hits an intraday low of 4000, and closes down 190, about 4.49%, at 4045. Delta Electronics opens down 25 at 1525, and closes down 70, about 4.52%, at 1480. The OTC index opens at 396.4 points and closes down 7.24 points, about 1.83%, at 387.37 points, with turnover of NT$212.733 billion.

PCB and Optical Stocks Plunge, Financials and Drones Buck the Trend

PCB-related stocks are weak, with HannStar Board and Jingguo falling over 9%, Kinsus, JingChengKe and Flexium falling over 7%, and Kaiwei falling over 6%. Optical stock Genius Electronic Optical hits limit-down, Largan Precision falls over 8%, Kinko Optical falls over 7%, Chung Yang Optics and Lianyi Optical fall over 6%, and Young Optics falls over 5%. UMC reports 2026 third-quarter results and fourth-quarter guidance, with quarterly revenue hitting the second-highest in history and wafer shipments setting a new record, expects 2027 average selling prices to rise about 10% year-on-year, and adds about 3.2 billion US dollars in capital expenditure, yet its shares still hit limit-down at 115.5. Financial stocks serve as a haven, with First Financial Holding surging over 4% intraday to touch a record high of 44.65 and closing up over 3%, while Chang Hwa Bank, Mega Financial, Hua Nan Financial, Taiwan Cooperative Financial, CTBC Financial, E.SUN Financial and Shanghai Commercial and Savings Bank rise over 1%. Qisda wins a security-partner patrol drone order to be delivered under the Qisda brand, with a larger volume expected in early 2027, and surges to limit-up at 32.8, with WIN Semiconductors and Leadtek also hitting limit-up, Datop-KY up over 6%, Yinghan up over 5%, and Syntec up over 4%.

FAQ

How did Taiwan stocks close on the 29th?

Taiwan stocks on the 29th open down 20.71 points at 47014.87 points, fall to a low of 46055.07 points, and close down 667.25 points at 46368.33 points, down about 1.42%, with turnover of NT$789.152 billion.

How did heavyweight stocks and UMC perform?

TSMC closes down 10 at 2415, MediaTek falls 190 to close at 4045, and Delta Electronics falls 70 to close at 1480. Although UMC reports second-highest third-quarter revenue, record shipments, and adds about 3.2 billion US dollars in capital expenditure, it still closes limit-down at 115.5.

Which groups buck the trend and strengthen?

Financial stocks strengthen, with First Financial Holding touching a new high of 44.65 and closing up over 3%, while others such as Chang Hwa Bank rise over 1%. Qisda, WIN Semiconductors and Leadtek hit limit-up, with Qisda closing at 32.8 on a security patrol drone order.