Weighted Stocks Weaken, Taiex Plunges Over 700 Points in Mid-day Trading, Testing 44,000 Mark
Pressured by a decline in U.S. tech stocks, the Taiwan stock market faced a major setback on the 10th, dropping by more than 700 points at one point during mid-day trading and falling below the 44,000 mark. Major weighted stocks like TSMC and MediaTek broadly declined. However, capital rotation was evident as the passive components sector, led by a limit-up surge from Yageo, performed strongly. Additionally, optical giant Largan Precision hit its limit-up for the second consecutive day due to its progress in Co-Packaged Optics (CPO). Analysts view this as a healthy correction after record highs, with funds not withdrawing but reallocating, maintaining an overall bullish outlook.
📋 Article Processing Timeline
- 📰 Published: June 10, 2026 at 11:55
- 🔍 Collected: June 10, 2026 at 12:01 (6 min after Published)
- 🤖 AI Analyzed: June 10, 2026 at 12:12 (11 min after Collected)
(CNA, Taipei, Reporter Tseng Jen-kai, 10th) The rebound in U.S. technology stocks proved short-lived as the Philadelphia Semiconductor Index fluctuated sharply during Tuesday's session, ultimately closing down nearly 2%. The Taiwan stock market came under pressure today, falling by more than 700 points at its lowest and losing the 44,000-point mark. As of 10:30 AM, the TAIEX was down 554.56 points at 44,149.88, with a turnover of approximately NT$610.7 billion.
The four major weighted stocks all fell. TSMC dropped by as much as NT$35 to NT$2270; MediaTek fell by up to NT$175 to NT$4300; Delta Electronics declined by a maximum of NT$150 to NT$2265; and Hon Hai was down as much as NT$7.5 to NT$270.
The passive components sector showed strong performance today. Industry leader Yageo surged to its limit-up price of NT$908, a new high since its stock split, leading a rally among other stocks like Ta-I, Nikkohm, Bothhand, Walsin, Ralec, and M-TEK, which also hit their limit-ups.
Furthermore, Largan Precision has made significant progress in its venture into CPO (Co-Packaged Optics). Chairman Lin En-ping revealed at the shareholders' meeting on the 9th that the first automated trial production line is expected to be established before September. The stock hit its limit-up for the second consecutive day in today's trading, reaching NT$4270.
Kevin Lou, Vice President of the Investment Strategy Department at Nomura Asset Management Taiwan, analyzed that the recent market has been affected by renewed tensions in the Middle East, causing volatility in international stock markets and heightening short-term risk sentiment. However, compared to the more conservative atmosphere in international markets, Taiwan's stock market still shows relative strength in its fundamentals and industry trends. Supported by several positive factors, the overall structure remains bullish.
Lou pointed out that the Taiex has been hitting new highs over the past year, making a moderate correction a reasonable phenomenon. He observed that before this correction, there were already signs of capital rotation in the market, with financial stocks and undervalued sectors showing relative resilience. This indicates that capital has not completely withdrawn but is being reallocated among different industries. (Editor: Lin Chia-hsien) 1150610
The four major weighted stocks all fell. TSMC dropped by as much as NT$35 to NT$2270; MediaTek fell by up to NT$175 to NT$4300; Delta Electronics declined by a maximum of NT$150 to NT$2265; and Hon Hai was down as much as NT$7.5 to NT$270.
The passive components sector showed strong performance today. Industry leader Yageo surged to its limit-up price of NT$908, a new high since its stock split, leading a rally among other stocks like Ta-I, Nikkohm, Bothhand, Walsin, Ralec, and M-TEK, which also hit their limit-ups.
Furthermore, Largan Precision has made significant progress in its venture into CPO (Co-Packaged Optics). Chairman Lin En-ping revealed at the shareholders' meeting on the 9th that the first automated trial production line is expected to be established before September. The stock hit its limit-up for the second consecutive day in today's trading, reaching NT$4270.
Kevin Lou, Vice President of the Investment Strategy Department at Nomura Asset Management Taiwan, analyzed that the recent market has been affected by renewed tensions in the Middle East, causing volatility in international stock markets and heightening short-term risk sentiment. However, compared to the more conservative atmosphere in international markets, Taiwan's stock market still shows relative strength in its fundamentals and industry trends. Supported by several positive factors, the overall structure remains bullish.
Lou pointed out that the Taiex has been hitting new highs over the past year, making a moderate correction a reasonable phenomenon. He observed that before this correction, there were already signs of capital rotation in the market, with financial stocks and undervalued sectors showing relative resilience. This indicates that capital has not completely withdrawn but is being reallocated among different industries. (Editor: Lin Chia-hsien) 1150610
FAQ
台股10日盤中大跌的主要原因是什麼？
主要原因是受到美國科技股反彈乏力，特別是費城半導體指數週二終場下跌近2%的影響，為台股帶來承壓。
哪些權值股在這次下跌中領跌？
四大權值股全面下跌，包括台積電、聯發科、台達電和鴻海。
市場上有沒有逆勢上漲的股票？
有，被動元件族群表現火熱，龍頭國巨攻上漲停。此外，大立光因在CPO（共同封裝光學）領域有重大進展，股價也拉出連續第二根漲停。
大立光在CPO技術方面有何具體進展？
根據其董事長林恩平在股東會透露，預計在9月前能完成首條自動化試產線的建置。
法人對此次台股大跌的看法為何？
野村投信分析師樓克望認為，近期市場受國際局勢影響而震盪，但台股基本面與產業趨勢仍有優勢。此次修正是股市創高後的合理現象，資金並未全面撤出，而是在不同產業間重新配置，整體維持偏多格局。