Taiwan stock prices continue their upward trend! Traditional industries rebound from the bottom and lead the way, while electronic heavyweight stocks support the market and sustain the rally.

Taiwan stocks closed with more good news today (12th), with the weighted index rising 173.27 points to close at 28,198.02 points, a gain of 0.62%, and a daily trading volume reaching NT$474.806 billion. The market showed clear sector rotation characteristics, with the traditional manufacturing sector strongly emerging, electronic blue-chip stocks steadily advancing, forming a healthy pattern of upward and downward momentum.

Traditional Manufacturing Sector Shines, Cable and Motor Stocks Lead the Rally

The biggest highlight today was the collective breakout in the traditional manufacturing sector. The electrical and cable stocks index surged by 4.77%, becoming the strongest sector of the day. Among them, Huaxin (1605) rose nearly 8%, closing at NT$31.85; Huayou, Daya, and Yitai stocks also followed suit with gains.

Motor and machinery stocks also performed well, with the index rising 3.26%. Yade Ke-KY (1590) increased by 6.11%, closing at NT$973; Huacheng (1519) jumped over 6% to NT$807. Heavyweights such as Gaoli, Tatung, and Teco all rose more than 3%, clearly indicating that funds are flowing into the traditional manufacturing sector.

Electronic Blue-Chip Stocks Steady Support, Taiwan Stock Price Support Remains

Electronic blue-chip stocks were not absent today, continuing to play the role of the market’s stabilizer. TSMC (2330) closed at NT$1,480, up NT$10, a 0.68% increase, remaining the backbone of market support. Hon Hai (2317) rose slightly by 0.44% to NT$227; MediaTek (2454) climbed 0.72% to NT$1,405. Some heavyweight stocks pulled back, with Delta Electronics and Quanta Computer falling 0.74% and 0.52%, respectively.

TSMC’s Global Foundry Dominance Strengthened and Stabilized

According to the latest data from research firm TrendForce, the global wafer foundry revenue will continue to grow into Q3 2025, with the top ten foundries’ combined quarterly revenue increasing by 8.1%, totaling approximately US$45.1 billion. TSMC’s market share further increased to 71%, expanding again from Q2, firmly maintaining its position as the global leader in wafer foundry.

TSMC’s growth momentum in Q3 mainly stems from demand for smartphones and high-performance computing (HPC). Benefiting from the peak season of iPhone stockpiling and the mass production of NVIDIA’s Blackwell platform, TSMC achieved synchronized improvements in wafer shipments and average selling price (ASP). Quarterly revenue approached US$33.1 billion, a 9.3% increase quarter-over-quarter.

Global Wafer Foundry Landscape: Taiwanese Companies Expand Leading Advantage

TrendForce data shows that in Q3, the ranking of wafer foundries was Samsung (market share 6.8%), SMIC (5.1%), and UMC (4.2%). The ranking clearly indicates that Taiwanese manufacturers still maintain significant competitiveness in both advanced and mature process nodes.

However, the research firm also pointed out risk factors. Due to geopolitical tensions and rising memory prices, supply chain concerns for end-demand in 2026 have led to cautious outlooks, and the growth rate of wafer foundry revenue in Q4 may slow down.

Market Signal: Structural Opportunities Emerge

Today’s performance of Taiwan stocks reflects an important signal—the market confidence has somewhat rebounded. Electronic blue-chip stocks remain stable, while funds are spreading into traditional manufacturing stocks, forming a healthy sector rotation ecosystem. Supported by the strong fundamentals and expanding global market share of TSMC, the long-term outlook for the semiconductor industry remains optimistic.

Investors should focus on stocks with excellent Q3 earnings reports that align with industry growth trends, while closely monitoring international capital flows and the seasonal effects of Q4 industry peak periods to make more targeted asset allocation decisions.