Foreign investors sell NT$771.1bn as chipmakers lead Taiwan's retreat
Foreign investors sold a net NT$771.1bn of Taiwanese shares in the fortnight, concentrated in chipmakers, while local investment trusts bought and money edged towards telecoms, food retailers and financial groups.
The Hill Ledger · · filings of 13 October 2026 to 26 October 2026 · 13 min read
In brief
Foreign investors recorded NT$771.1bn of net selling over the fortnight, against NT$83.0bn the fortnight before, while investment trusts recorded NT$143.2bn of net buying.
Semiconductor shares took most of the strain, with NT$362.3bn of net selling by foreign investors and trusts, led by heavy foreign selling in the industry's largest names.
Purchases went to telecoms, food and convenience retail, financial groups and the largest electronics assembler after its record September revenue.
The flows ran with the macro backdrop: a US 10-year yield of 4.99 per cent, a weaker Taiwan dollar over the month and a Taiwan VIX at 30.3.
The Fed's decision and results calls from leading chip and power companies will test whether the selling has run its course.
The money map
Foreign investors and investment trusts across the 150 largest companies, by industry