US Semiconductor Stocks Continue to Soar, Institutions Optimistic on Taiwan Stock Market Challenging 40,000 Points Next Week
Driven by the strong performance of US semiconductor stocks, the Taiwan stock market surged by 5.78% this week, closing at a new historical high. Institutional investors are optimistic that the market could challenge the 40,000-point mark as early as next week.
📋 Article Processing Timeline
- 📰 Published: April 25, 2026 at 16:35
- 🔍 Collected: April 25, 2026 at 17:01 (26 min after Published)
- 🤖 AI Analyzed: April 25, 2026 at 20:11 (3h 10m after Collected)
Central News Agency
(Central News Agency reporter Tseng Jen-kai, Taipei, 25th) The Taiwan stock market surged by 2128.06 points or 5.78% this week, with its weekly line showing three consecutive reds. The weighted index closed at 38932.4 points on Friday, setting a new historical high. As US semiconductor stocks continued their strong performance on the 24th, Taiwan stock futures soared by 544 points, reaching 39766 points. Institutional investors are optimistic that the Taiwan stock market has a chance to challenge the 40,000-point threshold as early as next week.
US technology stocks continued their strong performance on the 24th. Driven especially by Intel's more than 20% surge, US semiconductor stocks were broadly strong, with AMD up 13.91%, Qualcomm up 11.12%, Nvidia up 4.32%, and TSMC's ADR also rising by US$19.8 or 5.17% to close at US$402.46.
The Philadelphia Semiconductor Index surged by 435.09 points or 4.32% on the 24th, closing at 10513.66 points, marking its 18th consecutive rise.
Wang Wei-che, fund manager at E.SUN Investment Trust, analyzed that despite the fluctuating news about the US-Iran conflict, its interference with the Taiwan stock market has gradually decreased. The Taiwan stock market is primarily driven by technology stock themes. With the Philadelphia Semiconductor Index having risen for 18 consecutive trading days, the Taiwan stock market has been greatly encouraged, becoming one of the strongest markets globally.
Wang Wei-che believes that next week will be a super earnings week for US stocks, with heavyweight technology companies including Meta, Microsoft, Qualcomm, and Apple scheduled to release their financial reports. Additionally, memory module giant SanDisk will also announce its earnings data, which is expected to bring thematic effects to Taiwan's related supply chain.
He stated that, furthermore, OpenAI officially released its latest artificial intelligence model, GPT-5.5, this Thursday, less than two months after the previous generation GPT-5.4 was launched. This highlights the rapidly evolving competitive landscape of the AI industry, which is beneficial to Taiwan's technology supply chain.
Wang Wei-che reminded investors that the Taiwan stock index has recently experienced excessive positive deviation, entering an overheated zone. Moreover, margin financing balances continue to be at historical highs, and foreign institutional investors' futures short positions for hedging still exceed 40,000 contracts. Starting next week, significant intraday volatility in the Taiwan stock market may become normal, and investors need to pay special attention. (Edited by Lin Ke-lun, Lin Jia-xian) 1150425
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency's "First-hand News" App to get the latest news in real time.
The text, images, and videos on this website may not be reproduced, publicly broadcast, publicly transmitted, or used without authorization.
(Central News Agency reporter Tseng Jen-kai, Taipei, 25th) The Taiwan stock market surged by 2128.06 points or 5.78% this week, with its weekly line showing three consecutive reds. The weighted index closed at 38932.4 points on Friday, setting a new historical high. As US semiconductor stocks continued their strong performance on the 24th, Taiwan stock futures soared by 544 points, reaching 39766 points. Institutional investors are optimistic that the Taiwan stock market has a chance to challenge the 40,000-point threshold as early as next week.
US technology stocks continued their strong performance on the 24th. Driven especially by Intel's more than 20% surge, US semiconductor stocks were broadly strong, with AMD up 13.91%, Qualcomm up 11.12%, Nvidia up 4.32%, and TSMC's ADR also rising by US$19.8 or 5.17% to close at US$402.46.
The Philadelphia Semiconductor Index surged by 435.09 points or 4.32% on the 24th, closing at 10513.66 points, marking its 18th consecutive rise.
Wang Wei-che, fund manager at E.SUN Investment Trust, analyzed that despite the fluctuating news about the US-Iran conflict, its interference with the Taiwan stock market has gradually decreased. The Taiwan stock market is primarily driven by technology stock themes. With the Philadelphia Semiconductor Index having risen for 18 consecutive trading days, the Taiwan stock market has been greatly encouraged, becoming one of the strongest markets globally.
Wang Wei-che believes that next week will be a super earnings week for US stocks, with heavyweight technology companies including Meta, Microsoft, Qualcomm, and Apple scheduled to release their financial reports. Additionally, memory module giant SanDisk will also announce its earnings data, which is expected to bring thematic effects to Taiwan's related supply chain.
He stated that, furthermore, OpenAI officially released its latest artificial intelligence model, GPT-5.5, this Thursday, less than two months after the previous generation GPT-5.4 was launched. This highlights the rapidly evolving competitive landscape of the AI industry, which is beneficial to Taiwan's technology supply chain.
Wang Wei-che reminded investors that the Taiwan stock index has recently experienced excessive positive deviation, entering an overheated zone. Moreover, margin financing balances continue to be at historical highs, and foreign institutional investors' futures short positions for hedging still exceed 40,000 contracts. Starting next week, significant intraday volatility in the Taiwan stock market may become normal, and investors need to pay special attention. (Edited by Lin Ke-lun, Lin Jia-xian) 1150425
Choose to stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency's "First-hand News" App to get the latest news in real time.
The text, images, and videos on this website may not be reproduced, publicly broadcast, publicly transmitted, or used without authorization.