Taiwan's market closed at a fresh all-time high, a strong sign for investors riding the AI-driven rally.

• The Taiwan index rose again to a record close, with all three big institutional groups buying on the same day.
• Foreign money went heavily into panel maker AUO, which jumped more than 5% on huge volume after being dumped the day before.
• Local funds and state-linked buyers stepped in to catch the panel stocks foreign investors had been selling.
• Taiwan is now the world's best-performing major market this year, up about 67% and edging out South Korea.
• Passive component makers also surged on a second round of price hikes, with order visibility stretching into late 2027.

Outlook: With AI demand still strong and dividend-paying ETFs drawing fresh money, the market looks set to keep testing new highs, though the index is consolidating at a high level.