## The Stock Market Boils Over! Taiwan Stocks Surpass 28,800 Points, Led by Semiconductor Fleet, Is 30,000 Points Really Coming in 2026?

Retail investors are buzzing. During the trading session on the 30th, Taiwan stocks briefly surged to 28,841.64 points, closing firmly at 28,810.89 points, up by 254.87 points. Not only did it hit a record high close, but trading volume also expanded to nearly 439 billion NT dollars. Forums across the stock boards are suddenly filled with excitement, with voices asking, "Where are Taiwan stocks headed?" rising one after another.

**TSMC Single-Handedly Supports the Market, Approaching a Market Cap of 40 Trillion NT Dollars**

The core driver of this rally is none other than the heavyweight TSMC (2330). Benefiting from market rumors that "advanced process node prices will continue to rise for four consecutive years starting in 2026," capital keeps flowing in, and TSMC's stock price continues to climb. It closed up 20 NT dollars, a 1.32% increase, at a record high of 1,530 NT dollars, with a total market value approaching an astonishing 40 trillion NT dollars. A single stock contributed over 100 points to the market’s gain, highlighting its significant influence on the entire market.

**Electronics Giants Respond in Unison, PCB Sector Rises Along with Water Levels**

TSMC's strength has driven the entire electronics sector. Hon Hai (2317) rose 2.44% to 231 NT dollars, MediaTek (2454) gained over 2%, and the capital effect spilled over into the PCB (Printed Circuit Board) group, which surged dramatically. Companies like Jianrong, Rongke, Lvsheng, Changxin hit the daily limit-up, and Dehong (5475) soared over 9%, forming a semiconductor-led capital feast. Market analysis indicates that this is not only supported by fundamentals but also reflects investors' high optimism about Taiwan’s tech industry growth potential over the next few years.

**Stock Forum Frenzy: Everything is Exploding, Can We See 30,000 Points by Year-End?**

As the index keeps setting new records, stock forums and major investment communities are in collective excitement. Some exclaim that futures are heading straight for 29K, while others jokingly say, "Now, even bad news isn’t really bad; military drills are surging, no breakfast, still surging—conclusion: everything is surging." With only a few trading days left before the 2025 year-end close, many retail investors are starting to consider: is it possible to see 30,000 points by the end of the year? More optimistic voices believe that, given this momentum, a 10,000-point rise in 2026 doesn’t seem impossible.

**Analysts’ Calm Observation: Three Main Drivers in Operation, but Caution Needed at High Levels**

Brokerage analysts have summarized three core drivers behind this record-high rally:

First is TSMC’s technological and pricing power advantage. Strong demand for advanced process nodes and rumors of price hikes further expand profit expectations.

Second is the return of global capital to Asia. International funds are seeking growth targets, and Taiwan’s high dividend yield and technological strength continue to attract foreign investment.

Third is the early release of the January market trend. The market’s optimistic outlook for next year’s economy is already quite evident.

However, analysts also warn that with the index at a historic high, any small disturbance could trigger profit-taking selling pressure. Investors are advised to "not chase high after big gains, instead focus on lagging industries or stocks with clear fundamentals," and to strictly adhere to discipline to operate steadily amid the hot market.

**Is 30,000 Points in 2026 Really Just a Dream?**

Looking ahead, can Taiwan stocks truly break through the 30,000-point barrier? The common market consensus is that as long as the aircraft carrier TSMC continues to lead, coupled with the sustained momentum from long-term trends like AI and electric vehicles, Taiwan stocks indeed have the potential to continue expanding upward from a high base. This semiconductor-led capital feast seems likely to continue burning hot for some time.