AI-Fueled Taiwan Stock Rally Drives February Foreign Net Inflows to Third-Highest Monthly Level

受全球AI浪潮推動，外資今年上半年累計淨匯入達767.83億美元，創下歷史同期新高紀錄。儘管六月台股在歷史高點後劇烈震盪，但在先進製程與高頻寬記憶體等強勁AI需求支撐下，大盤於月底強勢反彈。

Taiwan is a major hub for the global AI server and semiconductor supply chains, and the earnings and growth prospects of related companies continue to attract international capital. Financial Supervisory Commission data showed that foreign investors accelerated fund transfers into Taiwan during the first five months of 2026. Cumulative net inflows exceeded NT$2 trillion, a record for the period and a major source of liquidity support for Taiwan’s stock market.

As of May 31, 2026, cumulative foreign net inflows for the first five months had surpassed NT$2 trillion. In May, funds were allocated mainly to other electronics, financial and insurance, and electronic component stocks. AI remained the central theme driving foreign investment, while capital also spread into the financial sector and critical component supply chains.

Foreign capital inflows are a key gauge of international investor confidence in Taiwan stocks. Since the start of 2026, long-term AI demand and an optimistic outlook for TSMC's advanced processes have drawn capital to AI servers, chips and the semiconductor supply chain, providing major support for the market's bullish trend.

The Financial Supervisory Commission said foreign investors recorded net inflows of US$26.4 billion in April 2026, equivalent to about NT$835.9 billion, the highest monthly total on record. Net inflows in the first four months of 2026 reached about NT$1.4 trillion, also setting a record for the period and showing that foreign investors continued to increase their exposure to Taiwan's capital markets.