Highlights

The Taiwan stock market experienced notable fluctuations, with a sharp drop below 27,000 points amidst intense trading activity. Nvidia has expanded its supplier base, bringing in two additional Taiwanese companies. In addition, there has been a strategic acquisition by Sinlite and Century Ventures, aimed at strengthening their presence in the AI and drone industries.

Sentiment Analysis

• The overall sentiment around the Taiwan stock market over the past week is mixed. This is due to a combination of declining market indices, alongside positive corporate developments and acquisitions.
• Despite the electronic sector facing sell-offs, optimism persists due to tech alliances formed by Nvidia.
• Analysts appear cautiously optimistic, with some concerns over short-term volatility balanced by potential long-term growth from strategic acquisitions.

Article Text

The Taiwanese stock market witnessed fluctuations on October 14, with the index initially reaching a historic high of 27,507 points, before closing at 26,793 points, a downturn of 130 points. This resulted in a breaking of the critical 27,000-point mark. The substantial trading volume of NT$683.1 billion was characterized by notable foreign selling activity targeted at major electronics manufacturers, including four major firms: MiTAC, Foxconn, Compal, and Pegatron, which collectively accounted for 65,000 units sold. Notably, Nvidia announced its latest technological and alliance advancements at the OCP Summit, focusing on developments of key ecosystems. In this move, Taiwanese corporations MediaTek and Amphenol have joined Nvidia’s power supply chain. Meanwhile, globally recognized companies like Intel and Samsung have become new members of the NVLink Fusion initiative. On the fiscal front, the Taiwan Stock Exchange reported a year-on-year revenue growth of 15.37% for September among listed companies. Total revenue for this month reached NT$4.41 trillion, with 576 companies reporting growth and 477 experiencing a decline. Looking at the first nine months, cumulative revenue showed a 12.64% increase. However, tax revenues showed mixed outcomes. The finance department reported a striking 52.6% increase in securities transactions taxes compared to the previous year, though overall taxes collected in September dropped by 1.9%. In the insurance sector, the third quarter saw a stabilizing trend despite early currency exchange disruptions. Six major life insurance companies reported a 78% month-on-month rise in post-tax earnings for September. For Sinlite and Century Ventures, a significant corporate move was announced, involving the acquisition of STN Computers shares at NT$16 per share. This strategic investment by Chairman Zhang Youming aims to bolster the companies’ role in the semiconductor manufacturing sector and expand further into emerging AI and drone applications. To round off the economic context, US dollar fluctuations against the TWD are noteworthy, as well as Yushan Financial's optimistic view on Nvidia's positive developments in Northern Taiwan Techno Park.

Key Insights Table

Aspect	Description
Stock Market Movement	Broke below 27,000 points with significant foreign investor sell-offs.
Nvidia's Supplier Expansion	Included two Taiwanese companies, strengthening its ecosystem.
Corporate Revenue	Increased by 15.37% year on year, with considerable cumulative growth.
Insurance Sector	Stabilized losses, with significant future earnings potential.
Strategic Acquisitions	Sinlite and Century Ventures acquired STN shares to enhance AI and drone technology sectors.

Last edited at：2025/10/14