Taipei, Feb 21, 2026, 14:38 GMT+8 — Market closed.
- Taiwan’s markets are set to resume trading Feb 23, following the Lunar New Year holiday. (TradingView)
- TSMC (2330.TW) finished on Feb 11 at T$1,915, rising 1.86%. (Trading Economics)
- TSMC’s U.S.-listed stock finished Friday at $370.54, gaining 2.82% as investors weighed AI-fueled chip appetite. (StockAnalysis)
Taiwan Semiconductor Manufacturing Co shares face a new round of trading when Taiwan’s market opens Monday, following a Lunar New Year break that pushed investors to look to New York for signals.
According to the Taiwan futures exchange holiday calendar, trading resumes after the Chinese New Year on Feb 23. But the week won’t last long—another market holiday lands on Feb 27, likely trimming activity and draining liquidity. (TAIFEX)
Why it matters now: The AI trade on Wall Street swings back into focus next week, as Nvidia gears up to report its quarterly results on Feb 25. The company confirmed its earnings call is set for that day. (NVIDIA Newsroom)
Investors in the U.S. are already bracing for big numbers. “It’s hard for Nvidia to surprise when everyone expects it to surprise,” said Marta Norton, Empower’s chief investment strategist, in comments to Reuters. (Reuters)
TSMC finished its Feb 11 session in Taipei at T$1,915, a gain of 35 Taiwan dollars, or 1.86%. The stock swung between T$1,875 at the low and an intraday peak of T$1,925, according to Investing.com data. (Investing.com)
The Taiex finished that day at 33,605.71, climbing 532.74 points, or 1.61%, according to TWSE. In its note for the Lunar Year close, the exchange pointed out the index has gained on the first session after the break 14 times over the past two decades. (TWSE)
The TWSE’s latest weekly update showed the Taiex jumping roughly 5.74% compared to last week. The FTSE TWSE Taiwan 50 index didn’t lag much, tacking on about 6.81%. Trading value so far this year: 22.38 trillion Taiwan dollars, according to figures from the exchange. (TWSE)
The rally ahead of the break came with a corporate angle. TSMC reported January revenue at roughly NT$401.26 billion, a jump of 19.8% over December and 36.8% higher than the same month last year. (TSMC)
TSMC’s American depositary receipts (ADRs) in New York finished Friday at $370.54, climbing 2.82%, Finviz data showed. The ADR, which tracks the Taiwan-listed shares, can influence trading in Taiwan after extended market holidays. (Finviz)
Macro factors are at play, too. The latest BEA figures put the U.S. personal consumption expenditures (PCE) price index up 2.9% year-over-year for December — that’s the Fed’s favored inflation measure. U.S. producer price data drops Feb 27. (Bureau of Economic Analysis)
The catch-up move isn’t without risk. Should Nvidia’s numbers or outlook disappoint, or if pricey AI names see more profit-taking, Taiwan’s rally could unravel quickly — particularly in a week with just four sessions, where lighter trading can amplify price moves.
In Taipei, traders have their eyes on 2330.TW out of the gate Monday, checking for any gap action. Next up is Nvidia’s report on Wednesday, then attention shifts to the U.S. inflation data later in the week—just before markets pause again for Peace Memorial Day.
