AI Stocks Drive TAIEX to Record High of 43,644 Points, Surging 1,376 Points
Boosted by the AI boom and easing geopolitical risks, the Taiwan stock market surged 1,376 points today to close at a record high of 43,644.40 points, with a turnover of NT$1.3 trillion.
📋 Article Processing Timeline
- 📰 Published: May 25, 2026 at 15:50
- 🔍 Collected: May 25, 2026 at 16:01 (11 min after Published)
- 🤖 AI Analyzed: May 31, 2026 at 20:34 (148h 32m after Collected)
Driven by the artificial intelligence (AI) boom and the easing of geopolitical risks, AI-related stocks and the electronics sector saw a broad rally today. The TAIEX hit a historical high of 43,645.78 points during the session, with the intraday gain of 1,377.81 points ranking as the 8th largest in history. The index closed at a record high of 43,644.40 points, up 3.26%, with the 1,376.43-point gain ranking as the 5th largest closing increase. The total turnover reached NT$1.3013 trillion.
The electronics index led the market, rising 3.85% at the close, while the semiconductor index rose 3.41%. In the traditional industries sector, steel stocks were relatively strong, rising 5.96%. The OTC index, representing small and medium-sized stocks, closed up 2.77%.
Market leader TSMC closed at NT$2,310, up NT$55 or 2.44%. MediaTek hit the daily limit, closing at NT$4,245. UMC also hit the daily limit, closing at NT$125 with a volume exceeding 330,000 shares.
NVIDIA CEO Jensen Huang's visit to Taiwan on the 23rd sparked significant interest, leading many AI-related stocks, including Compal, Inventec, Quanta, Lite-On, and EMC, to hit the daily limit.
The potential IPO of Elon Musk's SpaceX brought imagination to the low-earth orbit satellite theme. Kinpo, TUC, AcBel, and WNC all hit the daily limit, closing at NT$36.4, NT$1,600, NT$63.1, and NT$44.3, respectively.
The number of "thousand-dollar stocks" returned to 50. Unimicron hit NT$1,030 during the session, closing at NT$990, up NT$20 or 2.06%. Aspeed, the stock king, fell 0.31% to close at NT$17,725.
Veteran analyst Tsai Ming-han told CNA that the back-to-back visits of NVIDIA CEO Jensen Huang and AMD CEO Lisa Su to Taiwan heated up the AI topic, guiding market funds into related stocks. However, the true driver of the rise was the progress in US-Iran peace talks, which is expected to reopen the Strait of Hormuz, easing concerns over oil supply and reducing inflationary pressure caused by high oil prices.
Tsai pointed out that long-term demand for the AI industry remains very strong, and the structure of funds surrounding AI has not changed. The upcoming COMPUTEX Taipei next week will continue to provide themes. However, he cautioned that the market has risen too much in the short term, and the deviation rate is high, so it may face correction pressure.
The electronics index led the market, rising 3.85% at the close, while the semiconductor index rose 3.41%. In the traditional industries sector, steel stocks were relatively strong, rising 5.96%. The OTC index, representing small and medium-sized stocks, closed up 2.77%.
Market leader TSMC closed at NT$2,310, up NT$55 or 2.44%. MediaTek hit the daily limit, closing at NT$4,245. UMC also hit the daily limit, closing at NT$125 with a volume exceeding 330,000 shares.
NVIDIA CEO Jensen Huang's visit to Taiwan on the 23rd sparked significant interest, leading many AI-related stocks, including Compal, Inventec, Quanta, Lite-On, and EMC, to hit the daily limit.
The potential IPO of Elon Musk's SpaceX brought imagination to the low-earth orbit satellite theme. Kinpo, TUC, AcBel, and WNC all hit the daily limit, closing at NT$36.4, NT$1,600, NT$63.1, and NT$44.3, respectively.
The number of "thousand-dollar stocks" returned to 50. Unimicron hit NT$1,030 during the session, closing at NT$990, up NT$20 or 2.06%. Aspeed, the stock king, fell 0.31% to close at NT$17,725.
Veteran analyst Tsai Ming-han told CNA that the back-to-back visits of NVIDIA CEO Jensen Huang and AMD CEO Lisa Su to Taiwan heated up the AI topic, guiding market funds into related stocks. However, the true driver of the rise was the progress in US-Iran peace talks, which is expected to reopen the Strait of Hormuz, easing concerns over oil supply and reducing inflationary pressure caused by high oil prices.
Tsai pointed out that long-term demand for the AI industry remains very strong, and the structure of funds surrounding AI has not changed. The upcoming COMPUTEX Taipei next week will continue to provide themes. However, he cautioned that the market has risen too much in the short term, and the deviation rate is high, so it may face correction pressure.
FAQ
What is the record high for TAIEX?
It reached 43,644 points at today's close, setting a new historical record.