The rally has been fuelled by global enthusiasm around AI, strong earnings visibility in semiconductors, and a surge of retail investor participation. The strong gains from heavyweight technology names also further supported this momentum.
Is it irrational exuberance when daily trading value has doubled in six months, and the benchmark index has surged 55%?
Taiwan’s stock market has emerged as one of Asia’s best-performing equity markets in 2026. The Taiwan Stock Exchange Weighted Index (TWSE) gained more than 50%, marking its strongest annual performance since 2009 — its best showing in nearly 17 years.
