Last chance to buy before volume increases! The low-base dark horse for SEMICON 2026 is here!

Tuesday's (August 25) article titled 'After Deleveraging, Long-Term Yields Strike Again! U.S. Treasury Secretary Unveils Major Measures! Long-Term Stock Selection Strategy After Volatility' reminded investors not to 'fight against the Treasury Department.' U.S. Treasury Secretary Bessent has shown strong determination to suppress long-term U.S. bond yields, suggesting investors need not worry excessively about rising yields. The article also highlighted that the Taiwan stock market's retest of its monthly support line presents a good buying opportunity.

On Tuesday, the weighted index faced selling pressure and briefly retested its monthly support line. Did investors panic again? Yet the index ultimately closed higher. Who was buying at these lower levels? Global deleveraging and rising long-term yields have weakened market confidence, reflected in continuously shrinking trading volumes. Those willing to absorb shares amid selling pressure must have strong confidence in long-term fundamentals.

The article 'After Deleveraging, Long-Term Yields Strike Again! U.S. Treasury Secretary Unveils Major Measures! Long-Term Stock Selection Strategy After Volatility' urged investors to watch high-performing stocks in NVIDIA’s Vera Rubin supply chain. Among them, Jian Ce (3653-TW) and Fu Shi Da (6805-TW) hit their daily trading limits! Wistron (6669-TW) and Lite-On Technology (2301-TW) reached new highs! Chicony (3017-TW), Unimicron (3037-TW), and TPC (2383-TW) also surged! Focusing on long-term fundamentals naturally increases success rates.

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On Wednesday (August 26), Taiwan’s market volume saw a slight rebound, but trading volume remains low, and many individual stocks have only just begun to rise. Investors are reminded: 'Buy stocks when volume is low—calmly and confidently; chase stocks when volume is high—frantically and chaotically.' Only when market confidence hasn’t yet turned positively optimistic can investors buy at relatively safe price levels. Otherwise, they’ll face the pressure of chasing rising prices.

What are the current stock selection directions? The SEMICON Taiwan 2026 International Semiconductor Exhibition will be held from September 2 to 4. TSMC will unveil its latest process technologies, packaging architectures, and technology roadmaps. Investors should monitor TSMC group stocks, advanced packaging, and CPO-related concepts. Additionally, MediaTek, ASE, Foxconn, and Unimicron will participate in the Master Forum, making ASIC and ABF substrate supply chains also worth watching. Below is a reference list of SEMICON Taiwan 2026 concept stocks for investors.

Among SEMICON Taiwan 2026 concept stocks, some have already started rising, while others remain at relatively low bases, awaiting signals of strength. Want to position ahead of a volume-driven market rally? Investors who don’t want to miss out—join me now. Start by joining https://user225916.pse.is/money668 and send a private message with 【Financier】.

SEMICON Taiwan 2026 Concept Stocks:

TSMC Group: TSMC (2330-TW), Grace Semiconductor (3443-TW), Episil (3374-TW), Chroma (6789-TW)

Advanced Packaging: ASE (3711-TW), Powertech (6239-TW), Innolux (3481-TW)

CPO: SWS (3363-TW), WaveOptics (3163-TW), United Silicon (3081-TW), Largan (3008-TW), UMC (2303-TW), Chipbond (6147-TW)

ABF: Unimicron (3037-TW), Nanya PCB (8046-TW), Kinsus (3189-TW), Zhen Ding-KY (4958-TW)

Thermal/Power: Chicony (3017-TW), Jian Ce (3653-TW), Fu Shi Da (6805-TW), Delta Electronics (2308-TW), Lite-On Technology (2301-TW)

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Source: Moore Investment Consulting – Analyst Jerry Yeh

The individual securities recommended and analyzed by our company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, conduct careful evaluations, and assume investment risks on their own.