Asian tech st2026-10-15 12:47:20Asian tech sell-off deepens as South Korea slump fuels semiconductor panicSelling pressure across Asian technology stocks is intensifying, with South Korea at the center of the latest wave. The Korea Composite Stock Price Index, or KOSPI, fell 7.6% in the latest trading session, breaking below a long-term trend line and dropping well under its 200-day moving average. Data cited from The Market Ear showed the index has reached its most oversold condition since October 2022. The report said markets are now focused on the widening gap between KOSPI and the Philadelphia Semiconductor Index (SOX). That divergence has triggered a debate over whether Korean equities are due for a rebound after becoming excessively oversold, or whether U.S. semiconductor stocks still need to catch down. With questions building around the durability of AI capital spending, the latter scenario is drawing more attention. Another shift is emerging in Taiwan’s equity market, which had previously held up better because of its central role in the AI supply chain. The Market Ear said Taiwanese stocks have started to show clearer signs of retreat, raising doubts over whether their performance gap with Korea can hold. At the same time, long positioning in Taiwan AI-related trades remains at historically high levels, leaving those positions exposed if de-risking accelerates.420
Taiho Biotech2026-09-30 09:10:35Taiho Biotech opens public share subscription from Oct. 7 with tentative price set at NT$105.6Taiho Biotech (6467), a biotechnology company focused on new drug delivery formats, is set to launch its public share subscription from Oct. 7 to Oct. 12. Based on the tentative underwriting price of NT$105.6 and an over-the-counter Emerging Stock Board reference price of about NT$241 cited in the source report, the potential gain for one lot would exceed NT$134,000, implying a return of roughly 127%. The report outlines what public share subscription means in Taiwan’s equity market. Investors apply through a brokerage platform, keep sufficient funds in the settlement account before the debit date, and wait for a computerized drawing by the Taiwan Stock Exchange if applications exceed the available allotment. It also points to the main risks. The expected spread between the underwriting price and market price can narrow before listing, especially because Taiho is moving from the Emerging Stock Board to a formal listing and its current reference price comes from a market with lower liquidity and sharper price swings. Applicants also face temporary capital lock-up and fixed fees. For this deal, 1,594 new share lots will be offered to the public after existing shareholders gave up their priority subscription rights. Debit is scheduled for Oct. 13, with results due on Oct. 14.640
Analog Integr2026-09-19 01:34:04Analog Integrations prices private placement at NT$325 a share, raises about NT$241 million to add optical patent holdersAnalog Integrations Corporation, listed in Taiwan under ticker 6291, has completed pricing for a private placement of common shares at NT$325 per share, with expected proceeds of about NT$241 million. The deal covers 741,600 shares and uses a reference price of NT$463.5, implying a discount rate of about 70.12%, close to the lower boundary allowed under relevant rules. The capital increase base date is set for Sept. 30, 2026. The subscribers are Lin Ching-yuan, Chen Li-yun and Lee Yen-chang, all external natural persons with no corporate relationship to the company. The source says all three have backgrounds tied to fiber-optic connector patents, and the privately placed shares will be subject to a three-year lock-up period under Taiwan securities rules. According to the source, the money will be used to strengthen working capital and purchase automated expansion equipment as production lines run at full load. The company’s stated aim goes beyond financing: it also wants to turn key patent holders into shareholders, lowering infringement risk during future upgrades of high-end transmission products and when moving into co-packaged optics, or CPO, module manufacturing. The report also says Analog Integrations has been extending its product mix from PMICs into optical communication components and transmission cable materials, while benefiting from its exclusive agency relationship with Corning in Taiwan.730
Aiplex Techno2026-09-11 01:37:22Aiplex rights offering draws heavy demand as top shareholder declines full allotmentAiplex Technology (6225), a full-delivery stock in Taiwan, has drawn strong market attention after launching a large cash capital increase. The company is issuing 32.2 million new shares, a scale that exceeds its previous paid-in capital of roughly NT$150 million. With a price spread close to three times, the deal attracted about 540,000 retail subscribers, while the winning rate came in at only about 0.5%. At the same time, the company disclosed a separate development that shifted focus to its shareholder structure. According to a material information filing, An Cheng Investment, Aiplex’s largest shareholder and corporate director, gave up subscribing to 6,021,203 shares, equal to 100% of the shares it was entitled to buy. Aiplex said the decision was based on 「investment strategy and financial planning considerations」 and added that the unsubscribed portion would be handled by authorizing the chairman to place the shares with specific investors. Before the capital increase, An Cheng Investment held about 6.93 million shares, or 46.2% of Aiplex. The report said that if it does not participate at all after the offering is completed, its stake could be diluted to around 15%. The identity of the specific subscribers and the resulting ownership reshuffle are now key points for the market to watch.1010
Wiwynn2026-09-09 12:48:24Wiwynn offers NT$10 share subscription to small holders after odd-lot dividend disputeWiwynn, the AI server maker listed as 6669 in Taiwan, has rolled out a remedial plan after backlash over its handling of fractional share dividends in a high-ratio ex-rights distribution. The company said late on Sept. 8 that shareholders holding 1 to 15 shares as of the final share transfer date will be allowed to subscribe to one common share at par value, NT$10 per share. Chairperson Hung Li-ning addressed the issue on Sept. 9, saying the plan was designed to prioritize the retail holders hit hardest by the current odd-lot cash settlement mechanism. In this case, shareholders who receive less than one full share after the distribution and do not combine holdings into a round lot can only be cashed out at the NT$10 par value under existing rules. Wiwynn said eligible shareholders will receive payment notices, with remittance open from Sept. 16 through Sept. 30 at 3:30 p.m. If any shares remain unsubscribed, the company plans to arrange subscriptions at par by the Public Welfare Platform Foundation and National Taiwan University.1180
ABICO Asia2026-09-07 08:21:00ABICO Asia 7777 opens public subscription at NT$28.8 offer priceABICO Asia (7777) has started a public subscription tied to its cash capital increase, with an offer price set at NT$28.8. Based on the roughly NT$38 market price cited in the source article, one successful lot would imply a potential gain of about NT$9,130, or roughly 32%. The company, part of ABICO Group, is described as Taiwan’s first sustainability-oriented venture capital company to apply for OTC listing. Its business centers on equity investment and capital management, with targets including high-growth private companies in AI applications, robotics, semiconductor supply chains, advanced medical devices, aerospace, and green circular economy sectors. The article also explains how Taiwan’s public subscription system works. Investors submit applications through brokerage platforms and need sufficient funds in their settlement accounts on the debit date. If applications exceed available allotments, the Taiwan Stock Exchange conducts a computerized lottery. For this deal, the article says 1,360 lots are available and estimates the winning rate at around 1%. It also notes the cost structure and risks, including temporary capital lock-up, a NT$20 processing fee that is not refunded if the investor does not win, and price volatility between the subscription deadline and the share allocation date.590
Aiptek Intern2026-09-06 22:18:01AIPTEK parent Aiptek International opens public share subscription from Sept. 8 to 10Aiptek International Inc. (6225), known for the AIPTEK brand, is set to run a public share subscription from Sept. 8 to Sept. 10 as part of a cash capital increase worth about NT$322 million. The company’s underwriting price is NT$17.65 per share, and the article estimates that based on a market price of about NT$60, one lot could carry a paper gain of roughly NT$42,280, implying a return of about 240%. The piece explains that Taiwan’s so-called stock lottery is formally a public subscription process used when companies issue new shares in an IPO or a follow-on capital raise. Investors apply through brokerage platforms, and if applications exceed the available allotment, shares are allocated through a computer draw run by the Taiwan Stock Exchange. It also highlights the risks tied to this deal. Aiptek is currently under altered trading rules as a full-cash settlement stock, with lower liquidity and sharper price swings. Investors must also account for temporary fund lock-up and application costs, including a NT$20 processing fee and a NT$50 mailing fee, while the subscription results are scheduled to be released on Sept. 14.980
Wiwynn2026-09-01 06:38:31Wiwynn set for NT$2,615 ex-rights reference price as traders watch post-allotment share squeezeWiwynn Corp. (6669), an AI server maker, closed at the daily limit of NT$7,800 on Sept. 1, its last trading day before going ex-rights, marking a fresh record high. Based on a stock dividend allotment of about 1.98279 shares per share, the company’s ex-rights opening reference price for Sept. 2 is calculated at roughly NT$2,615, with the daily trading band set between NT$2,355 and NT$2,875. According to ABMedia, the newly allotted shares are not expected to reach shareholders’ accounts until late September to mid-October, leaving an approximately one-month gap in which only the old shares remain available for trading. That would reduce circulating tradable shares to about one-third of the original amount. The report compared Wiwynn’s setup with Century (5314), which completed a high stock allotment in mid-August and later saw a strong ex-rights recovery as limited tradable supply pushed prices higher. ABMedia noted, however, that the two companies differ sharply in market capitalization and institutional participation. Wiwynn’s post-ex-rights trading structure remains centered on professional institutions and foreign investors, and the pace of any rights-filling move will still depend on business fundamentals and institutional capital allocation.1040
