Intelligence Feed event · Macro · 2026-09-01

    Taiwan's manufacturing PMI remains expansionary at 54.7 in August

    Question

    Taiwan's manufacturing PMI remains expansionary at 54.7 in August

    Direct answer

    Supports TSM, SOXX and tech supply-chain names, while keeping the TWD supported on resilient export-linked activity.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-01
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Taiwan's manufacturing PMI remains expansionary at 54.7 in August”, revision 1, evidence through 2026-09-01. https://marketontology.com/market-events/2026-09-01/taiwan-s-manufacturing-pmi-remains-expansionary-at-54-7-in-august-ec0127

    MACRO
    Taiwan's manufacturing PMI remains expansionary at 54.7 in August
    Supports TSM, SOXX and tech supply-chain names, while keeping the TWD supported on resilient export-linked activity.
    TSMSOXXTWD
    Impact
    60
    SEP 1
    SIG
    TSMSOXXTWD
    Taiwan's manufacturing PMI remains expansionary at 54.7 in August
    Supports TSM, SOXX and tech supply-chain names, while keeping the TWD supported on resilient export-linked activity.
    Impact
    Supports TSM, SOXX and tech supply-chain names, while keeping the TWD supported on resilient export-linked activity.
    Affected
    TSMSOXXTWD
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    TSMcontinued expansion in Taiwan manufacturing supports semiconductor production and earnings visibilityUp1-5dTaiwan PMI held at 54.7 in August, above the 50 growth threshold
    SOXXTaiwan's resilient factory readings are favorable for global chip supply-chain sentimentUp1-5dTaiwan's PMI remained in expansion territory in August
    TWDstrong export-manufacturing activity tends to support the currency through better external accounts expectationsUp1-5dTaiwan PMI was 54.7 in August

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TSMUpagreed414.00 2026-09-01+0.36%+5.16%+10.19%
    SOXXUpagreed500.31 2026-09-01+0.23%+6.33%+13.66%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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