Winbond

Headlines · 2

1. 2d
   Taiwan AI hardware stocks diverge after heavy foreign selling

   科技新报 reports that Taiwan’s stock market fell 667 points and lost its quarterly trendline as foreign investors sold NT$68.8 billion worth of shares. It says semiconductors, AI-endpoint stocks and PCB names were sold while capital shifted toward biotechnology, healthcare and selected memory, CCL and silicon-intelligence stocks. TSMC’s ADR rose 0.60% despite weakness in US AI technology stocks, with the report identifying the next session’s quarterly-line recovery as the key market question.

   科技新报 · 🔥 3
2. 4d
   Anthropic IPO News Boosts AI Stocks as Taiwan Market Dives

   TechNews reported that Taiwan’s weighted index fell 1.81% to 46,041 points, while foreign investors sold NT$8.04 billion and local investment trusts bought NT$23.6 billion. It attributed an overnight rebound in AI-related trading to reports that Anthropic had submitted an IPO application, noting that the Philadelphia Semiconductor Index rose 3.60% and TSMC’s ADR gained 1.40%. The report also said foreign investors bought more than NT$12.5 billion of Nanya Technology, Powerchip Semiconductor and Winbond shares, while unconfirmed market speculation claimed TSMC might raise CoWoS prices by as much as 20%.

   科技新报 · 🔥 0

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