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Taiwan's Stock Market Rises on US-China Trade Optimism and Computex 2025 Anticipation

Strategic Insights

— 1 min read

Taiwan's stock market saw a boost on Monday, driven by growing optimism over US-China trade progress and investor excitement ahead of Computex 2025. The TAIEX, which tracks the performance of Taiwan's top companies, gained 214.5 points to close at 21,129.54. Total turnover for the day reached NT$279 billion (US$9 billion), with shares in robotics and artificial intelligence-related sectors leading the charge. Investor focus remains on AI-related stocks, particularly with Nvidia CEO Jensen Huang scheduled to visit Taiwan this week to discuss supply chain partnerships and deliver a keynote speech on May 19.

Key Takeaways:

  • The TAIEX gained 214.5 points to close at 21,129.54, driven by optimism over US-China trade progress and Computex 2025 anticipation.
  • Turnover totaled NT$279 billion (US$9 billion), with gains led by robotics and AI-related shares.
  • TSMC inched up 0.84% to NT$957 (US$32), while MediaTek declined 0.75% to NT$1,315.
  • Foxconn added 4.08% to NT$153, and machine tool manufacturers such as Taiwan Takisawa Technology and Falcon Machine Tools each gained over 5%.
  • AI-related stocks, including Alchip Technologies, saw significant gains, with the company reporting a first-quarter net profit of NT$1.5 billion, up nearly 20% from a year earlier.
  • Synpower, Macnica Galaxy, Taiwan Benefit, and Yinghan Technology again hit the daily limit following strong performances last week.
  • Analyst Wang Chao-li advised investors to monitor potential developments in semiconductor tariffs and Taiwan dollar exchange rate fluctuations.
  • Computex 2025, scheduled to take place from May 20-23, will feature 1,400 exhibitors showcasing advances in AI computing, smart mobility, advanced connectivity, and sustainable technology.

Statistics:

  • TAIEX gain: 214.5 points to 21,129.54
  • Total turnover: NT$279 billion (US$9 billion)
  • TSMC gain: 0.84% to NT$957 (US$32)
  • MediaTek decline: 0.75% to NT$1,315
  • Foxconn gain: 4.08% to NT$153
  • Alchip Technologies profit: NT$1.5 billion, up 20% from a year earlier
  • Number of exhibitors at Computex 2025: 1,400

Sources:

  • CNA (Central News Agency)
  • CTEE (Taiwan Stock Exchange Capitalization Weighted Stock Index)
  • Nvidia
  • Synpower
  • Macnica Galaxy
  • Taiwan Benefit
  • Yinghan Technology
  • Alchip Technologies
  • Wang Chao-li (Analyst)
  • Huang Kuo-wei (Mega International Vice President)
  • Fet (Computex 2025 organizer)

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