TSMC Hits Limit Up! Soars 220 NT$, Sets Record; Taiwan Stock Market Surges 3,010 Points, Reclaims 42,000 Level

Taiwan's stock market staged an epic rebound today, with AI-related large-cap stocks leading the charge. The Taiwan Weighted Index opened at 41,610 points, up 1,677 points, and continued to climb as buying pressure intensified. At one point, the index surged 3,010.34 points to reach 42,941.67 points, marking one of the largest intraday gains in Taiwan's stock market history. TSMC (2330), the market's heavyweight, surged to its daily limit, rising 220 NT$ to 2,425 NT$. This not only set a new record for the largest intraday gain since its listing but also became the primary driver behind the market's surge. In addition to TSMC, other AI-related giants such as Foxconn (2317), MediaTek (2454), Delta Electronics (2308), and ASE Holding (3711) also posted strong gains. The broad-based rally in electronics stocks triggered a swift return of capital to large-cap stocks, pushing the overall market back above the 42,000-point threshold. TSMC surged to its 2,425 NT$ limit-up price, setting a new intraday gain record since listing. TSMC maintained strong momentum from the opening bell, with gains accelerating after noon. The stock first rose 200 NT$ to 2,405 NT$, a gain of about 9.07%, before further buying pushed it to its official limit-up price of 2,425 NT$. This single-day intraday gain of 220 NT$ marked the largest since its listing. TSMC's surge to the limit-up price not only lifted the broader semiconductor sector but also significantly boosted the performance of the weighted index, reaffirming its pivotal influence on Taiwan's stock market. The Big Five large-cap stocks all surged, with AI-related stocks becoming the market's focal point. Today's market saw clear concentration of capital in large-cap electronics stocks. As of mid-session, all five major large-cap stocks were sharply higher: TSMC (2330): Up 220 NT$ to 2,425 NT$ (limit-up). Foxconn (2317): Up 21 NT$ to 250.5 NT$. MediaTek (2454): Up 320 NT$ to 3,555 NT$. Delta Electronics (2308): Up 115 NT$ to 1,645 NT$. ASE Holding (3711): Up 50 NT$ to 555 NT$. With large-cap stocks rising in unison, buying sentiment in electronics stocks rapidly intensified, driving a broad rally across the AI supply chain and semiconductor sectors, making them the strongest performers of the day. The Taiwan Weighted Index surged 3,010 points intraday, one of the largest gains in history. Fueled by the broad rally in large-cap stocks, the Taiwan Weighted Index opened at 41,610 points and continued to climb, peaking at 42,941.67 points—an intraday gain of 3,010.34 points from the previous trading session. This marked one of the largest intraday gains in Taiwan's stock market history and reclaimed the psychological 42,000-point level. Market analysts noted that today's rally was primarily driven by large-cap electronics stocks, indicating that market capital is refocusing on AI and semiconductor sectors. Whether this rebound can be sustained will depend on whether trading volume continues to expand, whether foreign institutional buying persists, and how global markets and the AI industry evolve.