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Why TSMC and Taiwan’s TAIEX Hit Records on Oct. 5
On Oct. 5, 2026, Taiwan’s TAIEX gained 2.55% to a record close of 49,712.04, while TSMC rose about 3% to NT$2,575. Investors were also watching TSMC’s upcoming sales update and Oct.
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Key takeaways
- On Oct. 5, 2026, Taiwan’s TAIEX gained 2.55% to a record close of 49,712.04, while TSMC rose about 3% to NT$2,575.
- Investors were also watching TSMC’s upcoming sales update and Oct. 15 earnings for evidence that AI demand can support the gains.
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openai.comCreate a landscape editorial hero image for this Studio Global article: What drove TSMC shares and Taiwan’s TAIEX to record closes on October 5, how large were the gains and TSMC’s contribution to the index, what. Article summary: TSMC and Taiwan’s TAIEX reached record closes on October 5 as investors bought AI-related shares after a U.S. technology rally and weaker U.S. jobs data eased fears of a Federal Reserve rate hike. Reports of possible TSM. Topic tags: general, general web. Style: premium digital editorial illustration, source-backed research mood, clean composition, high detail, modern web publication hero. Use reference image context only for broad subject, composition, and topical grounding; do not copy the exact image. Avoid: logos, brand marks, copyrighted characters, real person likenesses, fake screenshots, UI text, readable text, watermarks, charts with fake numbers, clic
Taiwan’s TAIEX and TSMC both closed at records on Oct. 5, 2026. The rally had several supports: a rebound in U.S. technology stocks, buying in AI-related shares and weaker U.S. jobs data that eased concern about another Federal Reserve rate hike. Elon Musk’s confirmation of early discussions with TSMC about Terafab added interest—but not a confirmed deal. 12
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How large were the gains?
The TAIEX rose 1,236.30 points, or 2.55%, to close at 49,712.04. TSMC’s Taiwan-listed shares closed at NT$2,575, up NT$75, or about 3%. TSMC was among the heavyweight shares leading the index higher. 12
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The available reporting does not give TSMC’s exact point contribution to the TAIEX’s 1,236.30-point gain. Its role as a leading stock is clear, but assigning it a specific number of index points would go beyond the figures provided. 17
What lifted Taiwan’s market?
Dealers cited buying in AI-related shares following a U.S. technology rally on the previous Friday. Weaker-than-expected U.S. jobs data for August also eased market concerns about a Federal Reserve rate hike, supporting risk appetite. Technology was not the only source of strength: reports also pointed to gains in producer manufacturing and process industries. 12
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AI-chip demand helped shape optimism around TSMC, but the trading picture across chip stocks was mixed. Broadcom rose while Qualcomm pulled back in U.S. trading, so the rally was not shared by every semiconductor name. 3
Terafab talks are still only discussions
Musk acknowledged early discussions about possible TSMC involvement in Terafab, a planned Texas chipmaking venture, and described them as “just discussions.” No agreement or defined role for TSMC had been confirmed in the reporting. The prospect may have encouraged investors to consider possible future business, but it should not be treated as secured demand. 8
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Intel, already associated with the venture, fell more than 4% in Monday premarket trading after Musk’s comments. That figure refers to premarket trading, not Intel’s closing performance. 2
What investors were watching next
Attention was turning to TSMC’s monthly sales figures and its third-quarter earnings. The earnings report was scheduled for Oct. 15, giving investors a nearer-term checkpoint on company results and AI-related demand. The available reporting here does not establish a confirmed release date for the monthly sales figures. 6
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The record close reflected strong interest in Taiwan’s technology shares, with macroeconomic relief and Terafab speculation adding to the momentum. But the exact index points attributable to TSMC remain undisclosed, and the Terafab discussions had not become a deal.
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What is the short answer to "Why TSMC and Taiwan’s TAIEX Hit Records on Oct. 5"?
On Oct. 5, 2026, Taiwan’s TAIEX gained 2.55% to a record close of 49,712.04, while TSMC rose about 3% to NT$2,575.
What are the key points to validate first?
On Oct. 5, 2026, Taiwan’s TAIEX gained 2.55% to a record close of 49,712.04, while TSMC rose about 3% to NT$2,575. Investors were also watching TSMC’s upcoming sales update and Oct. 15 earnings for evidence that AI demand can support the gains.