TSMC’s 49% YTD Rally Boosts Taiwan’s Market Value to $4.95T
TSM•Taiwan’s stock market value jumped to $4.95 trillion, surpassing India’s $4.92 trillion total, driven by TSMC’s 49% YTD share rally that now represents over 42% of the index. New rules raising single-stock fund limits to 25% could channel more than $6 billion into TSMC positions.
1. Taiwan’s Market Value Surpasses India
Taiwan’s total equity capitalization rose to $4.95 trillion, pushing it past India’s $4.92 trillion and making it the world’s fifth-largest stock market.
2. TSMC Drives Index Performance
Taiwan Semiconductor Manufacturing Co. shares have climbed 49% year to date, now comprising over 42% of the Taiwan Stock Exchange benchmark, fueled by strong demand for its AI-focused semiconductors.
3. Regulatory Changes Open Fund Inflows
New rules allowing domestic funds to allocate up to 25% of net assets to a single stock—up from 10%—could channel more than $6 billion into heavily weighted names like TSMC.
