2021/3/7  
英文 English 
Taiwan shares reach new intraday high of 16,579 points (2021/02/22)

Taiwan shares soared to a record intraday high on Monday, in the wake of a winter storm in the U.S. that's shut down chip production. Taiwan chip makers are expected to benefit from the shutdowns, as orders are diverted from factories based in Texas.

Led by electronics, transport and biotech, Taiwan shares surged more than 230 points in the morning to reach a record intraday high of 16,579 points.

David Chu
Analyst
The main driving force in the market is still the chip shortage. If you take a look at IC businesses from manufacturers to designers, their January revenue was extremely good in January. It seems that this trend will continue over the first half of the year without a hitch.

But shortly after reaching its intraday high, the Taiex came under selling pressure. It finished the day higher by just 68 points at 16,410, on turnover of NT$352.1 billion.

Over in the U.S. state of Texas, a snowstorm blackout has forced many factories to shut down, compounding problems with the world's chip supply.

David Chu
Analyst
Currently it looks like a lot of semiconductor firms and IDMs over there have been affected. First of all, we already have an IC shortage, which should be beneficial for Taiwanese foundries and IC designers. Secondly, on the manufacturing end, production capacity is already very tight. It's extremely tight at UMC, TSMC and Vanguard International. So all the companies involved in this will probably benefit.

Chipmakers with plants in Texas, such as Samsung and NXP Semiconductors, have been hit by the snowstorm. With global chip woes worsening, even more orders could be on the horizon for Taiwanese firms.

中文 Chinese  
航運.生技類股衝刺 台股一度漲230點創新高

台股今天開高走低,早盤一度大漲超過230點,來到16579點刷新歷史新高,但權值股高點遭遇賣壓出籠,拖累指數表現,反倒是航運和生技族群表現亮眼,此外美國德州的暴風雪,也讓台灣半導體大廠有機會迎來轉單效應。

台股在電子、航運、生技三雄領軍下,早盤指數大漲超過230點,站上16579點,刷新歷史新高。

[[分析師 儲祥生]]
“第一個還是缺貨的概念,事實上你可以看到IC的部分,從製造還有IC設計部分,事實上1月營收表現,都非常的好,看起來這趨勢應該延續到上半年應該都沒問題。”
不過,高點賣壓隨後出籠,終場小漲68點作收,來到16410點,成交量3521億。

另外,美國德州的暴風雪,許多廠房因停電被迫停工,讓全球晶片市場繃緊神經。

[[分析師 儲祥生]]
“目前看起來因為那邊(德州)很多的半導體、IDM廠都受到一些影響。那第一個IC的部分一定是缺,缺的情況下,台灣相關的廠商,IC設計公司應該是有利。第二個製造這端,本來(產能)已經很緊了,聯電、台積電、世界先進,目前看起來這單子還是非常的緊,這些相關的公司,應該都是受益的部分。”

在德州設有工廠的晶片製造商,如三星、恩智浦等皆受影響,在全球晶片短缺關鍵期,讓本來就緊縮的產能雪上加霜,台廠則有望迎來轉單效應。
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