Intelligence Feed event · Macro · 2026-09-02

    Taiwan’s manufacturing PMI eases to 54.7 in August but remains in expansion territory

    Question

    Taiwan’s manufacturing PMI eases to 54.7 in August but remains in expansion territory

    Direct answer

    The reading is mildly supportive for Taiwan semiconductor and hardware exporters, though the small slowdown tempers the upside for near-term cyclical pricing.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-02
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Taiwan’s manufacturing PMI eases to 54.7 in August but remains in expansion territory”, revision 1, evidence through 2026-09-02. https://marketontology.com/market-events/2026-09-02/taiwan-s-manufacturing-pmi-eases-to-54-7-in-august-but-remains-in-expansion-terr-ea1c4a

    MACRO
    Taiwan’s manufacturing PMI eases to 54.7 in August but remains in expansion territory
    The reading is mildly supportive for Taiwan semiconductor and hardware exporters, though the small slowdown tempers the upside for near-term cyclical pricing.
    2330.TWSOXXTWD
    Impact
    60
    SEP 2
    SIG
    2330.TWSOXXTWD
    Taiwan’s manufacturing PMI eases to 54.7 in August but remains in expansion territory
    The reading is mildly supportive for Taiwan semiconductor and hardware exporters, though the small slowdown tempers the upside for near-term cyclical pricing.
    Impact
    The reading is mildly supportive for Taiwan semiconductor and hardware exporters, though the small slowdown tempers the upside for near-term cyclical pricing.
    Affected
    2330.TWSOXXTWD
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    2330.TWcontinued manufacturing expansion supports demand expectations for the leading foundryUp1-5dTaiwan’s PMI remained well above 50 at 54.7
    SOXXTaiwan factory resilience is positive for global semiconductor supply chain sentimentUp1-5dfactory activity in Taiwan expanded in August
    TWDresilient export manufacturing can support the currency through stronger trade inflowsUp1-5dthe PMI remained in expansion territory despite easing

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    SOXXUpagreed501.44 2026-09-02+0.15%+3.19%+14.93%

    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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