Taiwan Stocks Open Up Over 300 Points Led by TSMC

黃黃郁婷 產業線記者2026-11-04 09:05

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Boosted by a surge of over 2.6% in the U.S. Philadelphia Semiconductor Index, Taiex futures night session rose 426 points. Taiwan stocks opened at 43,449.45 points, up 141.91 points, with intraday gains widening to over 300 points, led by heavyweight stocks including TSMC, with focus on the U.S. midterm election results.

U.S. Stocks Rebound, Taiwan Stocks Open Higher

U.S. stocks mostly rose on Tuesday, with funds flowing back into technology shares. Only the Dow Jones Industrial Average fell against the trend by 0.38%, while the Philadelphia Semiconductor Index rebounded by over 2.6%, and Taiex futures night session rose 426 points in sync. Taipei stocks opened today (4th) up 141.91 points at 43,449.45 points, with gains later widening to over 300 points. For small and mid-cap stocks, the OTC index opened up 0.34 points at 345.86 points, showing large caps opening higher with small and mid-caps moving in sync.

All Heavyweight Stocks Move Higher

As the broader market opened higher, all heavyweight stocks moved up. The stock king TSMC opened up NT$25 at NT$2,320; MediaTek opened up NT$65 at NT$3,740; Delta Electronics opened up NT$20 at NT$1,290. Today's strong stocks with large opening volume were AUO, Innolux, Nan Ya Plastics, Fulltech Fiber Glass, and Nanya Technology; weak stocks with large opening volume were Taiwan Glass, Winbond, Taishin Shin Kong Financial, Chi Mei Materials, and WIN Semiconductors.

U.S. Midterm Elections Affect Industry Direction

The world is watching the U.S. midterm elections, with results set to determine control of the House and Senate starting next January. Even with Trump still holding the White House, if the Democratic Party wins either chamber, it could change the direction of congressional investigations and oversight, affecting industries such as defense, AI, and healthcare. Wait-and-see sentiment caused U.S. stock futures to dip slightly in premarket trading, as markets await the election results.

Institutions on Post-Election Market Outlook

JPMorgan previously noted that if Democrats win both the House and Senate, and investors have not fully priced in that outcome, it could pressure the broader market, with AI stocks particularly vulnerable; if Republicans retain the Senate or control both chambers, the market could see a short-term rally. However, some analysts believe that the release of the election results itself will help reduce uncertainty, providing breathing room for recently pressured stocks. In terms of U.S. market closes, the Dow Jones fell 197.26 points to 51,786.72 points; the Nasdaq rose 207.65 points to 25,372.01 points; the S&P 500 rose 27.52 points to 7,568.92 points; the Philadelphia Semiconductor Index rose 272.07 points to 10,600.40 points. Taiex futures night session hit a high of 44,069 points at one point, and ultimately rose 426 points or 0.98% to close at 43,779 points; TSMC futures closed after hours up NT$28 or 1.22% at NT$2,316.

FAQ

How did Taiwan stocks perform at today's open?

Taipei stocks opened up 141.91 points at 43,449.45 points, with gains later widening to over 300 points, while the OTC index rose 0.34 points to open at 345.86 points.

Why do the U.S. midterm elections affect the stock market?

The election results will determine control of the House and Senate starting next January, potentially changing the direction of congressional investigations and oversight, affecting industries such as defense, AI, and healthcare, and influencing market uncertainty.

How did U.S. stocks and Taiex futures night session close?

The Dow fell 0.38% to 51,786.72 points, the Nasdaq rose 0.83%, the S&P 500 rose 0.36%, and the Philadelphia Semiconductor Index rose 2.63% to 10,600.40 points; Taiex futures night session rose 426 points to close at 43,779 points, with TSMC futures closing at NT$2,316.