
AI-generated summary
TSMC is the world's leading semiconductor foundry, and its stock price performance is often seen as an indicator of the prosperity of the technology industry. Recently, driven by the demand for AI, orders for advanced manufacturing processes have been strong, and foreign investment has continued to overtake.
TSMC soared to a record high price of 2,590 yuan today (6th) (Reuters)
[Reporter Lin Yiru/Taipei Report] The Nasdaq Index of the US stock market hit a new high. TSMC ADR closed up 2.75% on Monday, setting a new high. TSMC (2330) stock price also soared to a record high in early trading today (6). The sky-high price was 2,590 yuan, and the market value reached 67.16 trillion yuan. However, profit-taking selling pressure came out later, and the stock price turned black. As of 9:43 a.m., it fell slightly by 0.19% to temporarily trade at 2,570 yuan, with a trading volume of 6,457 contracts.
Judging from the trends of the three major legal persons, foreign investors bought more than 9,771 TSMC, TSMC, 589 and 5 Weixin yesterday, with a total of 2,830 purchases. Self-operated traders also bought 492, which has been 14 consecutive trading days. The three major legal persons bought a total of more than 10,851 yesterday.
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TSMC will hold a press conference on the 15th, including AI growth momentum and visibility, advanced processes and advanced packaging and testing capacity expansion plans, capital expenditure plans for next year, as well as whether to set up a factory in Texas, the United States and other overseas layouts, and whether to increase prices next year, etc., will be the focus of the press conference.
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AI outlook — possibilities, not facts
TSMC will announce its Texas plant investment plan at the French press conference on the 15th.
Likely · Within days
TSMC will adjust product prices next year
Possible · Within months

Taiwan stocks hit a record high of 49,968 points in intraday trading on Tuesday. Later, due to selling pressure and the plunge of nearly a thousand electronics stocks, the index once retested 49,479 points, with a single-day shock of 489 points. In late trading, driven by TSMC and transmission stocks, the decline was restrained.

China Philippines Bank (5609) announced September revenue of 3.655 billion yuan, an annual increase of 47%, a new monthly high since July 2022, and cumulative revenue from January to September was 26.922 billion yuan, an annual increase of 23.9%. The company pointed out that benefiting from the strong demand for semiconductors, AI servers and high-tech logistics, it has driven the simultaneous growth of air freight, sea freight and contract logistics revenue. As the traditional peak season begins in the fourth quarter and shipping delays turn some urgent cargo to air transport, it is expected that air transport capacity across the Pacific and Asia will remain tight. The global manufacturing PMI rose to its highest level since February 2022, and the growth of new export orders accelerated, indicating that global manufacturing and trade activities remain resilient. The Sino-US trade truce has been extended to January 10, 2027, but the US Section 301 investigation covers industries in many countries, and follow-up policies still require attention. The Panama Canal has adjusted its navigation quota due to insufficient rainfall, which may affect shipping space and shipping schedules on routes from Asia to the East Coast of the United States.

The first bid of the urban land rezoning project of Chiayi County's expanded county-wide first development zone started today. The project is located next to the TSMC advanced packaging plant in Chiayi Science Park. The development area is 79.36 hectares. The contract amount is 3.134 billion yuan. The construction period is about 4 years and is expected to be completed in 2030. County Mayor Weng Zhangliang and other officials attended the ceremony and said that the rezoning will connect specific high-speed rail areas, build a resilient, smart and low-carbon urban environment, take over the population and industrial momentum brought by the technology industry, and enhance Chiayi's international livability.

All four major U.S. stock indexes closed in the red on Monday, driving Asian stocks to rise in early trading on Tuesday. The Nikkei Index continued to rise by 470 points to 70,416 points. However, as selling orders were released, the gains converged, rising slightly by 134 points in the morning. South Korean stocks opened higher and lower, with the index fluctuating 1.49% and closing down 0.7% as of 10:44 Taipei time.
Recently, copper prices have continuously set new historical highs. The three-month copper price on the London Metal Exchange exceeded US$14,800/ton, and the main domestic Shanghai copper contract stood at 110,000 yuan/ton. However, the profit distribution in the industrial chain is seriously unbalanced. The profits of upstream mining companies have increased significantly. The spot processing fees for copper concentrate in the midstream smelting and processing links have fallen into negative values, and companies have cut production costs. The article points out that this polarization stems from the industry's long-term solidified extensive development path. The global supply of copper mines has entered a rigid contraction cycle, and my country's dependence on foreign copper concentrates is as high as 80%, forming a pattern of "less mines and more furnaces". Most companies have stayed in the primary processing link for a long time, falling into a vicious cycle of "the greater the production capacity, the heavier the involution, and the thinner the profits." The article proposes measures such as correcting the inertia of production capacity expansion, consolidating the foundation of resource security, technological innovation, and deeply exploring the value potential of the industrial chain to achieve the leap from "volume leadership" to "quality leadership".

The New Taipei City Government and Mr. Xu Yuanzhi Medical Foundation signed a BOT project for the Banqiao Medical Park. The total investment is about 12.5 billion yuan. The planned medical building has 4 underground floors and 14 floors above ground, providing 513 hospital beds and 148 long-term care beds. Construction is expected to start at the end of this year. House prices in the Banqiao community have risen rapidly in recent years, with the average transaction price reaching 1.1478 million yuan as of October 2026.