
AI-generated summary
Taiwan stocks closed down 529 points on Tuesday, with foreign investors continuing to outsell the Taiwan stock market.
On Tuesday (20th), Taiwanese stocks dived simultaneously with 1,159 wafer companies leading the way. The final index closed down 529 points. Foreign investors continued to sell more than 79.54 billion yuan, and AUO, which has more than 680,000 shareholders, became the biggest sufferer. After the stock price rose 5.15% in two days, the stock price continued to rise today. Immediately after foreign investors slashed more than 30,000 contracts, the stock price plummeted and ended up falling 2.59% to close at 35.75 yuan. The trading volume increased to 377,800 contracts.
The top 10 stocks sold by foreign investors on Tuesday were AUO (2409) with 31,610 shares, Taishin Shin Kong Gold (2887) with 22,523 shares, UMC (2303) with 18,619 shares, and Formosa Plastics (1301) with 10,248 shares. 4, Kai Fund (2883) 11,262, SinoPac (2890) 10,151, Guoqiao (1312) 9,371, TSMC (2330) 9,364, CITIC Gold (2891) 8,624.

The listed company Baoshuo Financial Technology is suspected of subcontracting the completed solar power plant project to the parent company through a false contract through its subsidiary company Changyang Energy, falsely increasing the turnover by 50 million yuan, and part of the money is suspected to have flowed into the account of the former general manager surnamed Lin. The Taipei Prosecutor's Office today directed searches at 10 locations and interviewed 10 people.

The land development project of Jinghua Plaza developed by Sinopec's Dingyue Development has been delayed for some reason. General Manager Chen Yingjun announced that the joint loan contract has been extended by all banks for one year. It is expected to repay a total of 1 billion yuan in installments in 2027, and plans to dispose of the southern real estate to improve finances.

A ground-breaking ceremony was held on the 20th for the Taoyuan Aviation City Priority Industrial Zone I Base. It is developed by CITIC Rongsheng Company with a total investment of more than 50 billion yuan. It plans to introduce facilities such as logistics, shopping malls, hotels and multi-functional sports venues, and is expected to create about 19,000 job opportunities.

Wang Weiming, chief engineer of China's Ministry of Industry and Information Technology, said on the 20th that the added value of large-scale industries in the first three quarters of this year increased by 5.3% year-on-year. High-tech manufacturing and equipment manufacturing maintained rapid growth, and the cultivation of new-quality productivity was accelerated.

CF40 released an annual report at the 2026 Bund Annual Meeting, predicting that AI investment will drive manufacturing investment, pointing out that Chinese companies will shift from commodity exports to overseas investment and localized production, and will promote changes in the foundation of RMB internationalization.

TSMC and Huida have been included in the top 10 semiconductor stocks worth buying in the next 10 years. Foreign media analysis pointed out that although both companies benefit from the demand for AI, TSMC is better at foundrying diversified customers, while Huida is stronger at integrating software and hardware platforms. Investors need to weigh valuation, technology and geopolitical risks.