Taiwan Stock Market Rebounds Above 46,000; MSCI Increases Taiwan Weighting; Phison Earns 11.8x EPS in One Quarter

On August 13, the Taiwan stock market surged 503 points to close at 46,021, reclaiming the 46,000 level and all short-term moving averages. Trading volume returned to the trillion-TWD threshold, reaching T$1.05 trillion. All three major institutional investors continued buying, marking four consecutive days of net inflows. Foreign investors showed strong interest in active ETFs and memory stocks, purchasing over 190,000 contracts across four ETFs and adding 100,000 contracts in Nanya Technology and Powerchip Semiconductor.

Phison (8299-TW) held its earnings call on August 13, releasing its Q2 financial results. Benefiting from persistently rising NAND prices, the company achieved a record-high gross margin of 65%. Quarterly net profit reached NT$2.6217 billion, up 72.78% quarter-on-quarter and 3,419% year-on-year. Earnings per share (EPS) hit NT$118.57, setting new highs. Cumulative EPS for the first half of the year reached NT$187.43.

Quanta Computer (2382-TW) also released its latest financial report and held an earnings conference on August 13. Its first-half net profit reached NT$4.9844 billion, with EPS of NT$12.92, both record highs. Quanta stated that demand for AI servers remains strong, projecting full-year AI server revenue to double. Production capacity will double by year-end, with visibility extending to 2028.

Taisun (1218-TW) has filed for provisional enforcement regarding the repayment of its investment in JKO Fintech. It has seized 50 million shares of JKO Payment (6038-TW), representing 100% of the company's equity, held by JKO Fintech. Following court procedures, these shares will be auctioned, and Taisun plans to bid.

MSCI announced its latest quarterly review on August 13, increasing Taiwan's weighting across all three major indices. Six new stocks were added to the MSCI Taiwan Index: Nanya Technology (2408-TW), Winbond Electronics (2344-TW), Phison (8299-TW), Nan Ya PCB (8046-TW), Tera U-TECH (6274-TW), and Kinsus Interconnect Technology (3189-TW). The changes take effect after market close on August 31.

E.SUN Financial Holding (2884-TW) held its 2026 Q2 investor briefing on August 13. Attention focused on the upcoming integration of San Chung Life Insurance, scheduled for September 1. Chairman Huang Nanzhou emphasized that the primary mission post-acquisition is 'Back to Health'—restoring health and vitality. The financial holding plans to inject NT$22 billion over this and next year to strengthen capital structure without raising funds from shareholders, fully funded through capital increase. Reforms will focus on product mix, sales channels, digital technology, and asset management to return the life insurance subsidiary to a sound growth trajectory.