At the 2026-10-15 close, 0 of 6 themes rose and 6 fell; over 20 days the strongest was PCB / ABF Substrates (+13.68%) and the weakest Memory (-7.16%).

Themes up / down

0 / 6

Strongest (20D)

PCB / ABF Substrates

+13.68%

Weakest (20D)

Memory

-7.16%

Most foreign buying (20D)

PCB / ABF Substrates

+402.0 +436.1 ex-台光電

Money is flowing out of Silicon Photonics / CPO, AI.

Money-Flow Quadrants

→ XRight = more institutional net buying over the past 20 sessions (100M TWD)

↑ YUp = buying faster in these 20 sessions than the previous 20

◯ SizeDot size = number of stocks in the theme

Themes share stocks, so their flows can't be added together.

Who's Being Bought, Who's Being Sold

20D · Unit: 100M TWD

Net buy/sell figures are factual calculations, not trading advice. States are classified by net-buy amount and acceleration — no prediction involved.

Theme × period return heatmap

Click headers to sort · Click a theme for its stocks

Theme / stocks

State (20D)

1D%

5D%

20D%

Foreign (20D)

Trust (20D)

Dealer (20D)

Glossary

Buying acceleration
This window's net buying minus the previous equal-length window's. Positive means the buying force is strengthening — it does not mean the price will rise.

Theme
A stock list per investment theme that Blave compiles monthly. One stock can belong to several themes; returns are equal-weighted across members.

Foreign & trust both buying (土洋同買)
Taiwan-market jargon for foreign investors (洋) and investment trusts (土) both net buying the same sector over the period; aligned flows from the two are usually given more weight.

What is theme rotation?

Theme stocks are grouped by an investment story (AI, memory) rather than by the exchange's industry classification. This page computes each theme's equal-weighted return and sums the three major institutional investors' net buying across its members, to show which themes money is moving into and out of. Lists are updated monthly, with sources for every stock.

The theme lists haven't taken effect yet. Once they do, each theme's returns and flows will show here.

Failed to load data.

All Taiwan stock themes

AI Stocks 12 stocks 鴻海(2317) 廣達(2382) 川湖(2059) 華碩(2357) 緯創(3231)

Silicon Photonics / CPO Stocks 8 stocks 台積電(2330) 聯亞(3081) 華星光(4979) 聯鈞(3450) 上詮(3363)

Memory Stocks 9 stocks 南亞科(2408) 華邦電(2344) 群聯(8299) 力積電(6770) 旺宏(2337)

PCB / ABF Substrates Stocks 8 stocks 台光電(2383) 欣興(3037) 南電(8046) 金像電(2368) 臻鼎-KY(4958)

Thermal Management Stocks 6 stocks 台達電(2308) 奇鋐(3017) 健策(3653) 高力(8996) 富世達(6805)

Robotics Stocks 7 stocks 新代(7750) 上銀(2049) 盟立(2464) 達明(4585) 大銀微系統(4576)

Data: TWSE, TPEx; selection sources are on each theme page

Log in to view more.

Upgrade to Pro to see the full data

Sector Rotation