Business · Markets · 3 hrs ago
Foreign investors sell Taiwan stocks at a record pace despite a 62% rise
Foreign investors are selling Taiwan shares at a record pace despite a 62% rise in the Taiwan stock index this year.
The selling involves a market heavily shaped by chipmaker TSMC, which makes up more than 40% of the benchmark index.
TSMC has benefited from global demand for AI chips and reported record quarterly sales, up 41% from a year earlier.
Foreign investors sold about 302.6 billion Taiwan dollars net in one day, the largest amount since records began in 2004.
Their net sales so far this year total 1.92 trillion Taiwan dollars, more than three times last year's full-year figure.
The selling points to doubts about further growth and the staying power of AI investment, even as TSMC's results remain strong.
Analysts say foreign investment flows have often moved ahead of TSMC's sales growth, so the current divergence is a concern for Taiwan's market.
Foreign investors recorded their largest-ever net sale of Taiwan stocks, even as the Taiwan Weighted Index rose 62% this year.
Net foreign selling was about NT$302.6 billion on the previous day, the largest amount since records began in 2004.
Foreign investors’ net sales so far this year total NT$1.92 trillion, more than three times last year’s annual total.
Analyst Jung Jeong-young said concerns about further growth may be weighing on investor decisions.
TSMC accounts for more than 40% of the Taiwan Weighted Index, and its third-quarter revenue rose 41% year on year to a record US$46.7 billion.
- Who
- Foreign investors sold Taiwan stocks. Analyst Jung Jeong-young of Korea Investment & Securities discussed the trend.
- What
- Foreign investors recorded a record net sale of about NT$302.6 billion in one day. Their net sales this year reached NT$1.92 trillion.
- When
- The record daily net sale was reported as occurring the previous day. The article was published on October 15, 2026.
- Where
- Taiwan’s stock market.
- Why
- The article says concerns are growing about further share-price gains and whether AI-driven growth can continue.
This story does not have two clearly opposing sides.
The Taiwan Weighted Index rose 62%, while foreign investors’ net sales accumulated to NT$1.92 trillion.
TSMC’s revenue rose 41% year on year to US$46.7 billion, a record quarterly result.
Foreign investors recorded net sales of about NT$302.6 billion, a record since statistics began in 2004.
Hankyung published its report on the foreign selling.
- Taiwan Weighted Index rise
- 62% this year
- Record daily foreign net sales
- About NT$302.6 billion
- Foreign net sales this year
- NT$1.92 trillion
- TSMC share of Taiwan Weighted Index
- More than 40%
- TSMC third-quarter revenue
- US$46.7 billion, up 41% year on year
1 source
What people are saying
The foreign net selling of about NT$302.6 billion the previous day was the largest since related statistics began to be compiled in 2004.
The market’s concern about Taiwan stocks can also be seen as concern about TSMC.
The fact that this cycle has not worked since the start of this year is also a point to watch.