$2454.TW

Taiwan’s TAIEX rebounded, closing at 44,611.6 (+2.88%, +1,250.94 points) after reclaiming 44,000, with volume about NT$1.14 trillion. The rally followed a July 31 record jump. TSMC, MediaTek, Hon Hai, and Delta rose. Memory and PCB stocks saw multiple limit-ups, including Powerchip (6770.TW) and Taiwan Union Technology (6274.TW).

Taiwan’s Taiex ended nearly flat, down 25.75 points (0.06%) to 43,360.66 after a 1,000-point swing. Turnover was NT$1.036 trillion. TSMC fell 2.11% to NT$2,320, pressuring semiconductors. MediaTek and ASE also declined, while Nanya and Winbond jumped on a supply shortage. Foreign investors sold NT$5.73 billion net.

MediaTek said its board approved $5B in financing to expand AI datacenter silicon, targeting an AI ASIC market it expects to reach up to $80B next year. It plans to move from AI ASIC chips to full systems. MediaTek expects AI datacenter ASIC revenue to exceed $2B in 2026. Q2 revenue was NT$152.18B, operating income NT$22.87B.

Taiwan’s Taiex rose 0.62% to 43,386.41 on NT$844.53 billion turnover as tech stocks gained on eased AI spending concerns after Amazon’s latest results, according to dealers. MediaTek, ASE, Nanya and Winbond each rose 10%. TSMC fell 2.27% to NT$2,370. Foreign investors sold NT$19.19 billion net.

MediaTek shares in Taiwan rose 9.99% to 3,910 TWD, near the daily limit, after strong Q2 2026 results. Smart Edge Platforms grew 19% QoQ and 26% YoY. The company approved a $5B financing budget and raised its 2027 AI accelerator market share target to 15%-20% (from 10%-15%). Q3 guidance: revenue 152.2-159.8B TWD, gross margin 46%±1.5%.

MediaTek approved a $5 billion discretionary financing framework to expand into custom AI data centre chips, with board approval on July 31. Mobile chip revenue fell 20% year over year in the June quarter. The company raised its 2027 custom AI chip market target to $80 billion and expects over $2 billion AI data centre revenue in 2026. Quarterly revenue was NT$152.18B; net income fell 12.3% to NT$24.6B.

MediaTek reported Q2 2026 results. Consolidated revenue rose 2.0% QoQ to NT$152.18B (about CN¥31.79B) and was up 1.2% YoY. Gross margin fell to 46.2%. Operating profit was NT$22.87B, down 22.2% YoY. Net profit attributable to shareholders fell 12.6% YoY to NT$24.34B; EPS was NT$15.28.

MediaTek said its board approved a flexible $5 billion discretionary financing framework to expand AI data center hardware and move from AI ASIC chips to systems and platforms. On an earnings call, CEO Rick Tsai raised its 2027 data center AI accelerator market share target to 15-20% from 10-15%. The firm expects data center revenue to exceed $2 billion by end-2026 and volume production of its first custom AI chip in Q4.

Amazon shares rally as cloud growth surges and spending outlook climbs By Wen-Yee Lee TAIPEI, July 31 (Reuters) - MediaTek, Taiwan’s largest chip designer, said on Friday its board had approved a discretionary financing budget of $5 billion to support long-term growth, including its expansion into AI chips for data centers. The plan highlights the company’s push to reduce its reliance on smartphones and become a significant supplier of custom AI chips, known as ASICs, to major cloud providers.

Taipei, July 31 (CNA) Shares in Taiwan posted their largest-ever single-day point gain Friday, soaring over 3,000 points, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) surged 10 percent, the maximum daily increase, following strong rallies in the United States and in South Korea, dealers said. The Taiex, the Taiwan Stock Exchange's benchmark index, closed up 3,186.45 points, or 7.98 percent, at 43,119.75 after moving between 41,610.41 and 43,214.36.