As widely expected by the market, the U.S. Federal Reserve left interest rates unchanged. Led by semiconductor stocks, all four major U.S. stock indexes closed higher, with the Philadelphia Semiconductor Index rising over 1%. However, TAIFEX night futures pulled back 128 points. Taipei stocks opened on the 29th down 20.71 points at 47014.87 points, then losses widened, with the index falling to an intraday low of 46055.07 points, down 980.51 points, and finally closing down 667.25 points, about 1.42%, at 46368.33 points, with turnover of 7891.52億元. Among small and mid-cap stocks, the OTC index opened at 396.4 points and closed down 7.24 points, about 1.83%, at 387.37 points, with turnover of 2127.33億元.
Heavyweight Stocks Lead Decline and Drag Down Index
Heavyweight stocks were the focus of selling pressure. 台積電 opened down 5元 at 2420元, hit an intraday low of 2390元, and closed down 10元 at 2415元, dragging the broader index down about 79 points. 聯發科 opened down 30元 at 4205元, fell to an intraday low of 4000元, and closed down 190元, about 4.49%, at 4045元. 台達電 opened down 25元 at 1525元, and closed down 70元, about 4.52%, at 1480元.
Weak PCB and Optical Stocks, 聯電 Hits Limit-Down
PCB-concept stocks were weak, with 瀚宇博 and 競國 falling over 9%, 景碩, 精成科 and 台郡 falling over 7%, and 凱崴 falling over 6%. Among individual stocks, 聯電 reported its 2026年第三季 financial results and 第四季 operating outlook, with quarterly revenue hitting a record second-high and wafer shipments setting a new record, and it expects 2027年 blended ASP to grow about 10% year-on-year, and announced an additional capital expenditure of about 32億美元, which still failed to lift its share price, closing today at the limit-down price of 115.5元. Optical lens stocks also came under selling pressure, with 玉晶光 closing at limit-down, 大立光 falling over 8%, 今國光 falling over 7%, 中揚光 and 聯一光 falling over 6%, and 揚明光 falling over 5%.
Financial, Drone and Robot Stocks Resist Decline
Financial stocks became a safe haven for funds. 第一金 moved higher after a strong open, rising over 4% intraday to touch a record high of 44.65元, and closed up over 3%, leading 彰銀, 兆豐金, 華南金, 合庫金, 中信金, 玉山金 and 上海商銀 up over 1%. 佳世達 attracted strong buying. Its drone business won a security-patrol drone order from a large security cooperation partner, to be developed with 佳世達's design and manufacturing capabilities and delivered under the Qisda brand. Its self-developed drones are already in production, with larger volumes expected in 2027年初, driving today's share price to the limit-up price of 32.8元. Robot-concept stocks also drew inflows, with 穩懋, 麗臺 and 佳世達 hitting limit-up, 大拓-KY rising over 6%, 穎漢 rising over 5%, and 新代 rising over 4%.