Taiwan's market had a strong week as long-quiet passive component stocks roared back, though a labeling scandal and a hawkish Fed have set up a rough Monday.

• Samsung Electro-Mechanics is reportedly raising MLCC prices sharply, lifting Taiwan's whole passive component group, with Yageo, Walsin Technology and Holy Stone all jumping.
• Proprietary traders piled in fast, spending close to NT$1 billion on Yageo and Walsin Technology in a single week.
• Yageo now earns three-quarters of its revenue from high-end niches like AI, cars and defense, and profits have grown for six straight quarters.
• Chipboard maker Unimicron is in trouble: prosecutors say it relabeled China-made boards as "Made in Taiwan," and five executives were released on bail, with the biggest bond at NT$15 million.
• US stocks fell after new Fed chair Kevin Warsh called fighting inflation the top priority, a harder line than expected, and Taiwan futures dropped overnight.

Outlook: Taiwan's index may face a 500–600 point pullback Monday, but memory and passive component names are seen as buy-the-dip candidates.