--- title: "Taiwan stock market dynamics: Technology industry growth leads, shipping struggles, significant revenue differentiation among the four treasures" type: "News" locale: "en" url: "https://longbridge.com/en/news/275112482.md" description: "The dynamics of the Taiwan stock market show that the technology industry continues to grow, while the shipping industry faces challenges. Wistron Chairman Lin Hsien-Ming is optimistic about AI infrastructure, and Yang Ming Marine Transport has made progress in green transformation. Acer's revenue in January reached a historical high, while HTC needs to put more effort into promoting new products. Inventec's revenue in January also hit a new high, demonstrating the resilience of the server business. In contrast, the global shipping market is weak, with freight rates generally declining, and expectations for a rebound in demand remain unclear" datetime: "2026-02-06T10:40:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275112482.md) - [en](https://longbridge.com/en/news/275112482.md) - [zh-HK](https://longbridge.com/zh-HK/news/275112482.md) --- # Taiwan stock market dynamics: Technology industry growth leads, shipping struggles, significant revenue differentiation among the four treasures ### Taiwan Stock Market Dynamics: Continued Growth in Technology Sector, Challenges in Shipping, Significant Revenue Divergence Among Four Treasures Against the backdrop of tariff adjustments between Taiwan and the United States, Wistron ( 3231-TW) Chairman Lin Hsien-Ming emphasized that future competitiveness will not be affected and expressed an optimistic attitude towards AI infrastructure, believing that while there will not be a major explosion, AI has significantly improved operational efficiency \[1\]. At the same time, Yang Ming Marine Transport ( 2609-TW) has taken an important step in green transformation, with the first batch of LNG dual-fuel ships set to be deployed on Mediterranean routes, which not only reduces greenhouse gas emissions but also demonstrates the commitment of Taiwan's shipping industry to environmental protection \[2\]. These dynamics reflect how Taiwanese companies are actively adjusting strategies to maintain competitive advantages in the face of global market changes, while continuing to innovate in technology and environmental protection. On the other hand, Acer Inc. ( 7706-TW) achieved a revenue of NT$54.85 million in January, a year-on-year increase of 35.92%, setting a historical high, mainly benefiting from the rising demand for semiconductor talent and successfully securing multiple government contracts, indicating its continued strengthening competitiveness in the market \[3\]. In contrast, HTC's revenue in January was NT$161 million, flat compared to the same period last year, indicating that more efforts are needed in promoting the new product VIVE Eagle AI smart glasses, although the company has collaborated with the Institute for Information Industry to develop an ecosystem and released a software development kit to facilitate application integration \[4\]. Overall, the growth trend of Acer Inc. contrasts sharply with the stable performance of HTC, reflecting different corporate strategies in response to technological innovation and market demand. With the development of AI and smart devices, the competitiveness of both will continue to attract attention in their respective fields. Furthermore, Inventec ( 2356-TW) achieved a revenue of NT$61.813 billion in January, setting a new high for the same period in history, indicating that the server business remains resilient during the off-season, with the first quarter expected to remain flat, and the shipment proportion of ASIC servers will increase to 50% \[5\]. In contrast, the global shipping market continues to be weak, with the Shanghai Containerized Freight Index declining for five consecutive weeks, and freight rates on the four major routes generally decreasing, indicating that the pressure of oversupply still exists, and the market's expectations for demand recovery after the Lunar New Year remain unclear \[6\] Such market dynamics reflect the contradictions between the technology industry and the transportation industry. The former continues to grow driven by demand for AI and servers, while the latter faces challenges from declining freight rates. In the future, close attention should be paid to the development trends of both sectors and their impact on the overall economy. Finally, the revenue performance of the Formosa Plastics Group in January 2026 shows a clear trend of differentiation. Formosa Plastics (1301-TW) and Formosa Chemicals & Fibre (6505-TW) both experienced revenue declines due to falling market prices and increased production capacity from Sinopec, with the former decreasing by 2.9% month-on-month and 0.6% year-on-year, while the latter increased by 0.4% month-on-month but decreased by 10.7% year-on-year \[7\]. In contrast, Nan Ya Plastics (1303-TW) and Taiwan Fertilizer (1326-TW) performed well due to the influence of AI demand and geopolitical risks, with Nan Ya increasing by 3.5% month-on-month and 11.8% year-on-year, and Taiwan Fertilizer increasing by 14% month-on-month and 4.3% year-on-year. Overall, the four major groups reported a combined revenue of NT$ 114.977 billion, showing a month-on-month increase of 3.3% but a year-on-year decrease of 2.6%, indicating that the market environment presents both challenges and opportunities. In the future, it is essential to closely monitor how each company adjusts its strategies to respond to changing market demands. 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