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News list›Taiwan stocks surged 1,200 points to set a new high! MediaTek and Delta Electronics both hit the daily limit up, while TSMC rose NT$55.
動區 BlockTempo2026-05-27 01:53:14 Bullish

Taiwan stocks surged 1,200 points to set a new high! MediaTek and Delta Electronics both hit the daily limit up, while TSMC rose NT$55.

ORIGINAL台股噴 1,200 點再寫新高！聯發科、台達電雙吃漲停板，台積電上漲 55 元
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On the morning of May 27, the Taiwan stock market surged over 1,200 points, pushing the index up to 44,750 points to set a new all-time high. MediaTek and Delta Electronics both hit their daily limit, while TSMC jumped 55 NTD in a single day. (Prior context: Google reportedly to "partner with MediaTek" to develop next-generation AI chips, reducing reliance on Nvidia.. is Broadcom in danger?) (Background supplement: Nvidia Q1 earnings are insane! Revenue hits record $81.6 billion, Jensen Huang excitedly proclaims "the era of Agentic AI has arrived," dividends surge 24x) The stock market soared again! Today (27th), the morning session at one point rose over 1,200 points, hitting an all-time high of 44,750 points intraday. TSMC rose 55 NTD to reach 2,325 NTD (+2.2%), while MediaTek and Delta Electronics both hit their daily limit. Memory-sector stocks UMC, Winbond, Nanya Technology, and Macronix also surged in tandem. AI compute division of labor among the three benchmark stocks: where each one stands in the chain Behind MediaTek's limit-up rally is an identity transformation. On May 22, Google Cloud Next 2026 revealed that MediaTek has stepped into the design division for Google's 8th-generation TPU: Google handles the compute core and HBM procurement, while MediaTek is responsible for I/O Die design (the interface layer for chip-to-external communication), all wafer procurement, and back-end packaging integration. Rick Tsai disclosed at the earnings call that follow-up projects are planned starting in 2028. Goldman Sachs has raised its target price to 5,000 NTD, and the full-year AI ASIC revenue outlook has been upwardly revised to $2 billion, double the original estimate. Delta Electronics' entry point is more direct: AI servers consume 5 to 10 times more power than traditional servers, and Delta holds over 50% market share in AI power supplies, with 2025 liquid cooling revenue exceeding $1.6 billion. The key catalyst is 800V HVDC technology: Delta has completed sampling, and the 4 major North American CSPs are conducting certification, with shipments expected as early as the second half of the year. Foreign investment firms have set target prices as high as 1,288 NTD. TSMC is the shared infrastructure for all AI customers. CoWoS capacity is the common bottleneck for all AI customers, including Nvidia, AMD, and MediaTek. Multiple Wall Street investment banks have set target prices up to 3,000 NTD, with institutional investors estimating EPS of 98.86 NTD in 2026 and up to 243.45 NTD by 2030.
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ID:3fa15be194
Source:動區 BlockTempo
Published:2026-05-27 01:53:14
Category:bullish · Export Category bullish
Symbols:Unspecified
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