Leading semiconductor foundry's market share hits a new high, driving Taiwanese electrical and traditional manufacturing stocks to rally together.

SmartContractPlumber · 2026-01-06T13:48:01+00:00

Taiwan stocks rose 0.62% today, closing at 28,198.02 points, with electrical machinery stocks performing notably. TSMC's market share reached 71%, with strong revenue driven by demand for smartphones and high-performance computing. Electrical machinery and cable stocks also surged significantly, indicating an industry recovery. Although the global wafer foundry landscape remains stable and Taiwanese manufacturers hold a clear advantage, geopolitical risks could impact future growth. Investors should pay attention to financial reports and capital flows.

SmartContractPlumber

2026-01-06 13:48:01

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Taiwan stocks closed today (12th) with an increase of nearly 0.62%, with the weighted index rising 173.27 points to 28,198.02 points, and a trading volume of NT$474.806 billion. The market showed a rotation between large-cap stocks and traditional industries, with electrical machinery stocks performing especially well and becoming the market focus.

Strong Fundamentals in the Wafer Foundry Industry, TSMC’s Market Share Continues to Expand

According to the latest data from research firm TrendForce, the global wafer foundry industry continues to demonstrate growth momentum into Q3 2025. The top ten manufacturers’ quarterly revenue increased by a total of 8.1%, amounting to approximately US$45.1 billion. Among them, Taiwan Semiconductor Manufacturing Company (TSMC), the industry leader, once again secured its dominant position, with a market share rising to 71%, further expanding its territory compared to the previous quarter, solidifying its global dominance.

TSMC’s revenue in Q3 showed strong growth, approaching US$33.1 billion for the quarter, a 9.3% increase quarter-over-quarter. The growth was mainly driven by the recovery in smartphone demand and high-performance computing applications, with the inventory buildup cycle for Apple’s new iPhone models starting, along with the mass production and shipment of NVIDIA’s Blackwell platform, leading to a simultaneous increase in TSMC’s wafer shipments and average selling price.

Electrical Machinery Stocks Align with Industry Prosperity, Becoming Today’s Market Highlight

Benefiting from the rising prosperity of the wafer foundry and semiconductor industries, electrical machinery stocks performed strongly today, with the sector index rising 3.26%. Leading stocks such as Atech-KY (1590) rose 6.11%, closing at NT$973; Huacheng (1519) also increased over 6%, closing at NT$807. Companies like Keli, Tatung, and Teco all rose over 3%, indicating that market funds are clearly flowing into traditional industries.

Electrical cable stocks also became the most eye-catching group on the market, with the sector index soaring 4.77%. Formosa Plastics (1605) stock price surged to NT$31.85, nearly an 8% increase; Huasheng, Dayou, and Yitai, among other large-cap stocks, also moved higher, reflecting the gradual emergence of industry linkage effects.

Large-Cap Stocks Remain Steady, Sector Rotation Drives the Index Upward

In the electronic large-cap stocks sector, TSMC (2330) rose NT$10 to NT$1,480 today, a 0.68% increase, continuing to support the market. Hon Hai (2317) slightly increased by 0.44% to NT$227; MediaTek (2454) rose 0.72% to NT$1,405. Some large-cap stocks showed consolidation, with Delta Electronics and Quanta Computer falling 0.74% and 0.52%, respectively.

Stable Global Wafer Foundry Landscape, Taiwan Manufacturers Lead with Clear Advantages

Internationally, Samsung, ranked second, holds a 6.8% market share; SMIC (Semiconductor Manufacturing International Corporation) ranks third with 5.1%; UMC (United Microelectronics Corporation) is fourth with 4.2%. Taiwanese manufacturers maintain a high competitive edge in both advanced and mature process sectors, with industry-leading positions difficult to shake.

However, research agencies also warn that geopolitical risks and rising memory prices may impact supply chain expectations, and the growth momentum of wafer foundry output value in Q4 may slow down.

Market Outlook: Seize Industry Trends and Capital Flows

Overall, today’s performance of Taiwan stocks reflects a signal of market confidence returning. Effective rotation between large-cap stocks and traditional industries is evident. Supported by the strong fundamentals and expanding market share of TSMC, the semiconductor and related electrical machinery industries remain promising. Investors should continue to monitor Q3 financial reports, investment targets with industry growth characteristics, and pay attention to international capital flows and the industry’s peak season in Q4 to formulate appropriate investment strategies.

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