Taiwan's benchmark index fell into another round of volatile trading on July 24, 2026. According to Cnyes, "observing the top ten stocks by trading volume, only Wistron (緯創) and inverse ETFs held above the flat line" (E1). TechNews reported the identical observation, noting the market "fell into another bout of elevated swings" on that Friday session, with Wistron and inverse ETFs again the sole names among the top ten to close positive (E17).
Both outlets attributed Wistron's resilience to sustained foreign buying. Cnyes reported that Wistron "ranked atop the foreign institutional net-buy list for two consecutive days, and appeared in the top ten foreign net-buy rankings every day this week," which it said reflected "strong foreign buying momentum" that drove the stock to close higher for five consecutive sessions starting July 17 (E2). TechNews confirmed the same five-day winning streak and the two-day top-of-the-list foreign buying position (E18).
Cnyes reported that a total of 41 Taiwan-listed ETFs hold Wistron shares, and among them, 10 ETFs hold more than 5,000 lots. From July 17 to July 23, these 10 ETFs posted dividend-inclusive returns ranging between 2.57% and 5.9% (E3). TechNews cited the identical range and added a further breakdown: of the 10 ETFs, six delivered standout performance, with returns "all clearing the 4% mark" (E19).
TechNews listed the six ETFs by name and return: Cathay Taiwan Technology Leaders (00881) at 5.9%, Keystone Taiwan TOP50 (009816) at 5.6%, Fubon Technology (0052) at 5.18%, Fubon Taiwan 50 (006208) at 4.46%, Yuanta Taiwan 50 (0050) at 4.38%, and Dachan Ubot High Dividend 30 (00918) at 4.32% (E20).
Cross-referencing the return figures from TechNews (E20) with the share counts disclosed by Cnyes for each ETF (E4–E9) shows no simple relationship between the size of an ETF's Wistron position and its return over the period:
| ETF (Ticker) | Wistron Shares Held | Return (7/17–7/23, incl. dividend) |
|---|---|---|
| Cathay Taiwan Technology Leaders (00881) | 12,019,000 | 5.9% |
| Keystone Taiwan TOP50 (009816) | 5,146,000 | 5.6% |
| Fubon Technology (0052) | 5,395,520 | 5.18% |
| Fubon Taiwan 50 (006208) | 13,258,000 | 4.46% |
| Yuanta Taiwan 50 (0050) | 67,749,381 | 4.38% |
| Dachan Ubot High Dividend 30 (00918) | 29,741,000 | 4.32% |
Source: Cnyes (E4, E5, E6, E7, E8, E9), TechNews (E20). Among the six, Cathay Taiwan Technology Leaders held the smallest absolute share count (12,019,000) yet posted the highest return (5.9%), while Yuanta Taiwan 50 held the largest position among the top six (67,749,381 shares) but posted the lowest return in this group (4.38%).
Outside the top-six group, four additional ETFs among the ten large Wistron holders posted returns below 4%, and several of these carried substantially larger Wistron positions than the top performers. Cnyes disclosed the following figures: Fuh Hwa Taiwan Technology Dividend Plus (929) held 19,313,000 shares with a 3.45% return (E10); Uni-President Taiwan High Dividend Momentum (00939) held 5,860,000 shares with a 2.95% return (E11); Cathay Sustainable High Dividend (00878) held 80,968,000 shares — the second-largest position among the ten — with a 2.89% return (E12); and Yuanta High Dividend (0056) held 157,446,107 shares, the largest Wistron position of any of the ten ETFs, yet posted the lowest return in the set at 2.57% (E13).
The data shows that the two ETFs with the largest absolute Wistron share counts among the ten — Yuanta High Dividend (0056) at 157,446,107 shares and Cathay Sustainable High Dividend (00878) at 80,968,000 shares — ranked lowest in return, at 2.57% and 2.89% respectively, while the smallest Wistron holder among the top six, Keystone Taiwan TOP50 (009816) at 5,146,000 shares, posted the second-highest return at 5.6%.
Both Cnyes and TechNews cited the same market-analyst assessment of the broader pullback. Cnyes reported that "market participants said this round of turbulence in Taiwan stocks is primarily a valuation correction, triggered by large-scale deleveraging in the Korean stock market, which set off a chain of shifts in market sentiment and capital flows" (E14). TechNews carried an identical attribution (E21).
Cnyes further reported that "AI demand itself has not reversed — Taiwan's AI growth-trend leaders posted record-high revenue and profit in the second quarter simultaneously, and recent earnings and capital-expenditure plans from major global AI companies have also continued to hit new highs" (E15).
The research team at Keystone Taiwan TOP50 ETF offered an interpretation of what comes next. According to Cnyes, the team said "the long-term bull structure brought by the AI industrial revolution has not reversed, but the period of broad-based AI rallies has passed," adding that as the market enters a valuation-adjustment phase, "capital will inevitably rotate faster," shifting away from "pure thematic speculation toward companies with real earnings support" (E16).
TechNews cited the same research team elaborating further: "the market is scrutinizing more strictly companies' ability to convert capital expenditure into real returns," and that semiconductor firms with monopoly-like positioning, key component suppliers, and vertical-application AI leaders "stand a higher chance of standing out" (E22).
Taken together, the evidence points to a market where a single stock's foreign-buying momentum (E2, E18) can outweigh broad-index weakness (E1, E17), and where fund ownership size does not track fund performance: the ETFs with the largest Wistron positions — Yuanta High Dividend (0056) at 157,446,107 shares and Cathay Sustainable High Dividend (00878) at 80,968,000 shares — posted the two lowest returns among the ten (2.57% and 2.89%), while a mid-sized holder, Cathay Taiwan Technology Leaders (00881) with 12,019,000 shares, posted the highest return at 5.9% (E4, E12, E13). This divergence sits alongside the Keystone Taiwan TOP50 research team's own framing that the market has moved from broad AI-theme buying to selective, earnings-backed rotation (E16, E22) — a shift that coincides with, but per the cited sources is not caused by, the valuation correction traced to Korean market deleveraging (E14, E21) even as AI demand indicators such as record quarterly revenue and profit remained intact (E15).
According to Cnyes and TechNews, a total of 41 Taiwan ETFs hold Wistron, with 10 of them holding more than 5,000 lots each.
Cnyes and TechNews both cited market participants describing the pullback as a valuation correction triggered by large-scale deleveraging in the Korean stock market, which set off shifts in market sentiment and capital flows.
No. Cnyes reported that AI demand itself has not reversed, noting that Taiwan's AI growth-trend leaders posted record second-quarter revenue and profit, and major global AI companies' earnings and capex plans continued to hit new highs.
According to NVIDIA's newsroom, NVIDIA has expanded its NVIDIA Agent Toolkit for engineering by adding NVIDIA PhysicsNeMo and three new CUDA-X libraries — cuISS, cuDSS and cuEST — as agent-ready tools. NVIDIA states partners including Cadence, Siemens, Samsung, Silvaco, Keysight, Synopsys and TSMC have reported speedups ranging from 10x to 50x using the new tools.
According to NVIDIA's official blog, the company is deploying its 88-core Vera CPU across the EDA workflows used to design its next-generation chips, and is working with Cadence and Synopsys on tools that showed up to 1.5x higher performance on selected workloads.
According to NVIDIA, SK Group and NVIDIA unveiled a $500-billion-plus partnership, launching a 2-gigawatt AI factory using SK hynix HBM4 in 2027.