What is MSCI index rebalancing?

MSCI reviews and adjusts index constituents and weights quarterly, impacting global fund allocations and stock demand.

Why are Jinju and DaLiang gaining attention?

Their materials and equipment are critical for high-layer PCBs used in AI servers, boosting their strategic value.

What changes with this adjustment?

Effective after August 31 close, index-tracking funds will buy new stocks, increasing liquidity and visibility.

What does Apex’s inclusion in Norway’s fund mean?

It signals strong international recognition of corporate governance and long-term sustainability.

What’s next for Taiwan’s PCB supply chain?

Ongoing AI and 5G adoption will sustain demand for advanced PCBs and upstream components.

MSCI Rebalance: AI-Driven Demand Leads to Inclusion of Jinju and DaLiang in Small Cap Index

Published Aug 13, 2026 10:59 AM ・ Updated Aug 13, 2026 11:11 AM ・ 3 min read ・ Source: PR Times

MSCI announced its latest quarterly index rebalancing on August 13 (Taiwan time), adding Tayo (6274-TW) to the Taiwan large-cap index, while Jinju (8358-TW) and DaLiang Technology (3167-TW) were newly included in the small-cap index. This reflects growing market recognition of upstream PCB materials and consumables amid surging AI-driven high-speed transmission demand.

MSCI (Morgan Stanley Capital International) announced its latest quarterly index rebalancing early on August 13 (Taiwan time), adding Tayo (6274-TW) to the Taiwan large-cap index. Meanwhile, Jinju (8358-TW) and DaLiang Technology (3167-TW) were newly included in the MSCI Taiwan Small Cap Index, highlighting the rising market importance of upstream materials and consumables in the PCB industry driven by strong AI-related high-speed transmission demand.

Furthermore, since 2026, MSCI has successively added Qunyi (6664-TW) and Taimex (8039-TW) to the small-cap index, following earlier inclusions of Apex (8021-TW), a PCB micro-drill bit manufacturer and drilling service provider, and Fu-Chiow (1815-TW), an integrated fiberglass producer. The latest announcement includes Tayo, a CCL (copper-clad laminate) manufacturer, in the Taiwan large-cap index, and adds Jinju, a copper foil producer, and DaLiang Technology, a manufacturer of laser drilling equipment, to the small-cap index.

Notably, Apex was also added today to the Norwegian Government Pension Fund Global (GPFG) index.

MSCI conducts index weight and constituent adjustments four times a year—in February, May, August, and November. The May and November reviews are semi-annual, while February and August are quarterly adjustments. The latest changes will take effect after the market close on August 31.

FACT BOX

Source: PR Times
Category: News

MSCI Rebalance: AI-Driven Demand Leads to Inclusion of Jinju and DaLiang in Small Cap Index

⚡ Key Points

FACT BOX

Editorial & Verification Standards

FAQ

Cite this article — HOW TO CITE

AI CRAWLER ACTIVITY