Taiwan Stocks Plunge Over 1,000 Points at Open, Fall Below 45,000

黃黃郁婷 產業線記者2026-10-30 09:11

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Dragged by lower U.S. stocks and a steep drop in Taifex night-session futures, Taiwan stocks opened on the 30th down 228.54 points at 46,139.79, later widening to a loss of over 1,000 points and falling below 45,000, with 台積電, 聯發科 and 台達電 all moving lower.

Lower U.S. Stocks Drag Taiwan Stocks to Open Lower and Move Lower

U.S. stocks moved broadly lower on Thursday, with disappointing earnings from Alphabet, free cash flow negative for 2 consecutive quarters, Marvell plunging over 13%, and the Philadelphia Semiconductor Index falling over 1%, as all four major U.S. indexes closed lower. Taifex night-session futures moved lower in tandem, touching a low of 45,850 points at one point, and ended down 643 points or 1.38% at 45,926 points, falling below 46,000 points. Taipei stocks opened today on the 30th down 228.54 points at 46,139.79 points, later widening the loss to over 1,000 points and falling further below 45,000 points. Small and mid-cap stocks moved lower together, with the OTC index opening down 3.17 points at 384.2 points.

Heavyweights All Move Lower, 台達電 Hits Limit Down

Heavyweight stocks all moved lower at the open, with bellwether 台積電 opening down 35 to 2,380; 聯發科 opening down 225 to 3,820; and 台達電 opening down 115, later falling to the limit-down price of 1,335. High-volume strong stocks at today's open were 友達, 聯電, 群創, 力積電 and 南亞; high-volume weak stocks at the open were 味全, 大甲, 旺玖, 大世科 and 康全電訊, showing divergent performance among individual stocks as the broader market opened lower.

Focus on Tech Earnings and U.S. Macroeconomic Data

The market remains focused on tech company earnings. Alphabet's third-quarter adjusted earnings per share and revenue both came in below market expectations, while the company maintained its full-year capital expenditure estimate at 195 billion to 205 billion dollars. The gap between heavy investment and earnings performance raised market concerns about returns on AI investment, sending the shares down about 12%. In after-hours trading on Thursday, Amazon moved lower as spending rose sharply to meet demand for AI services; Intel's revenue outlook came in below market expectations.

On the economic data front, the U.S. economy grew in the third quarter at its fastest pace in one year, while the personal consumption expenditures price index for September rose 0.5% month on month, the largest increase in six months. With economic resilience and inflation pressure coexisting, the Federal Reserve's subsequent interest rate policy remains in focus. Among U.S. stocks, the Dow Jones fell 132.54 points or 0.25% to 52,342.56 points; the Nasdaq fell 365.13 points or 1.38% to 26,184.72 points; the S&P 500 fell 23.59 points or 0.30% to 7,720.39 points; and the Philadelphia Semiconductor Index fell 165.80 points or 1.42% to 11,518.20 points. 台積電 futures ended the after-hours session down 30 or 1.24% at 2,390.

FAQ

How did Taiwan stocks perform at the open on the 30th?

Taiwan stocks opened on the 30th down 228.54 points at 46,139.79 points, later widening the loss to over 1,000 points and falling below 45,000 points, while the OTC index opened down 3.17 points at 384.2 points.

How did heavyweight stocks perform at the open on the 30th?

台積電 opened down 35 to 2,380, 聯發科 fell 225 to 3,820, and 台達電 opened down 115 and later reached the limit-down price of 1,335.

Why did U.S. stocks weigh on Taiwan stocks?

Alphabet's results came in below expectations with free cash flow negative for 2 consecutive quarters, sending its shares down about 12%, while Marvell plunged over 13%, and with higher spending at Amazon and a soft outlook from Intel, all four major U.S. indexes closed lower, and Taifex night-session futures fell 643 points to 45,926 points.