
Statistics from SinoPac Securities show that the amount of odd-lot transactions in the first ten months of this year increased nearly 2.5 times compared with last year, and investors have shifted their focus to technology value stocks and AI supply chains.
AI-generated summary
The Industrial Research Institute estimates that the output value of Taiwan's semiconductor industry will reach NT$9.7 trillion in 2026. The new intraday odd-lot trading system will be implemented from December 7, and the matching time will be advanced to 9 a.m.
SinoPac Securities said that the number of users and the amount of odd-lot transactions with low investment thresholds have increased significantly this year (2026). The total amount of odd-lot transactions in the first ten months has increased nearly 2.5 times compared with the whole year of 2025, and the average daily transaction amount has increased by more than 3 times.
The Industrial Research Institute predicts that the output value of Taiwan's semiconductor industry will reach NT$9.7 trillion in 2026, an annual increase of 50%. The boom drove Taiwan stocks to surge 56% in the first ten months, amplifying intraday fluctuations and increasing investor demand for diversified strategies. In addition to the growth in the amount of participation, popular trading targets have also seen significant changes.
In this regard, SinoPac Securities calculated the top ten popular odd-lot stocks in the first ten months based on the number of odd-lot trading users. In order, they are: TSMC, 0050, MediaTek, Yageo, Delta, Nanya, Xinxing, UMC, Hon Hai, and Winbond. Most of them are related to the AI supply chain. Compared with 2025, all high-dividend ETFs have withdrawn from the top ten, replaced by Yageo, Nanya, Xinxing, UMC and Winbond.
Among them, the changes in the list also reflect the changing investment behavior. This year, the demand for users to participate in technology value stocks continues to increase. For the three golden stocks of TSMC, Delta Electronics and MediaTek, the number of trading users in the first ten months increased by 100%, 198% and 245% respectively compared with the whole year of 2025; 0050 also increased by 134%; in the first ten months, the amount of odd shares purchased, TSMC increased by 208%, and Delta Electronics increased by nearly 400%.
The ordering platform "Dahutou APP" optimizes the user experience through digital functions and attracts nearly 2 million users. Among the number of odd-lot trading users in the first ten months, the group aged 41-60 has the strongest growth momentum, followed by Generation Z aged 31-40 and under 20 years old. Those aged 21 to 30 are still the main group of odd lot traders, and the proportion of people who have traded odd lots increased from 79% last year to 88% in the third quarter of this year.
As the popularity of odd-lot trading continues to heat up, the new intraday odd-lot trading system will officially go into effect on December 7. The first intraday odd-lot matching time is advanced to 9 a.m., opening simultaneously with the entire stock market to improve transaction efficiency.
In response to the increased trading needs of investors, SinoPac Securities has simultaneously upgraded the ordering interface of the Large Account Investment APP to optimize the switching process between whole stock and odd lot transactions. In addition to Taiwan stocks, SinoPac Securities has also simultaneously upgraded its trading interfaces for U.S. stocks, Hong Kong stocks, Japanese stocks, as well as futures and options.
AI outlook — possibilities, not facts
The matching time for intraday odd-lot trading on December 7 is advanced to 9 a.m.
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