Night Session Rebounds 600 Points as ADR Leads Rally
As U.S.-listed TSMC ADR surged nearly 2%, the Taiwan night session index staged a strong rebound, soaring 600 points, with bullish sentiment clearly recovering. The market also reports that foundry leader TSMC is preparing a new round of price adjustments, coupled with sustained chip momentum from domestic funds, supporting stable market performance. Financial expert Ye Yushuo said bluntly that this rally in Taiwan stocks ultimately still relies on TSMC and Taiwanese money, and with frequent positive news, long investors can finally breathe a sigh of relief.
Investment Trusts Buy 11 Straight Sessions Over 1799 Hundred Million Yuan, ETF Funds Provide Backing
Taiwan stocks have recently seen bull-bear battles, but domestic buying support remains strong. Chip data shows investment trusts bought a net 236.45 hundred million yuan in a single day, marking 11 consecutive trading days of net buying, with cumulative net buying reaching 1799.69 hundred million yuan. Ye Yushuo analyzes that a large part of the huge investment trust funds comes from Taiwanese investors actively subscribing to Taiwan stock ETFs, representing a group of Taiwanese people continuously handing funds to professional managers for allocation through regular fixed-amount investments or large subscriptions. Retail investors fighting alone are one force, but the combined scale of united funds is even more astonishing, leading Ye Yushuo to marvel that the fourth legal person is really rich, becoming a key cornerstone against foreign selling pressure.
CoWoS Proposed Hike of 10% to 20%, Capacity Plans in Focus
In addition to domestic strength on the funding side, TSMC also reports positive news on the industry front. According to industry insiders, TSMC and its OSAT partners are preparing a new round of price adjustments, with CoWoS advanced packaging quotes in strong demand potentially rising 10% to 20%. Driven by AI chip demand, downstream tech giants are even reported to be willing to place orders as long as delivery is secured. Analysts further estimate that TSMC CoWoS monthly capacity in 2026 is expected to exceed 13 ten thousand wafers, with a chance to further climb to the 20 ten thousand wafer mark in 2027, showing huge orders from the AI boom and strengthening TSMC pricing power in the supply chain.
Ye Yushuo stressed that the hike range remains insider information, with actual implementation details pending final confirmation, but stock prices always reflect future expectations. From TSMC robust advanced packaging capacity plans to 11 straight buys by investment trusts, both show continued strong willingness for long-term allocation to the AI industry and Taiwan stocks. In the end, for Taiwan stocks to move forward steadily, TSMC support strength remains essential. Investors should carefully assess risks when making decisions and be responsible for their own investment results.