Taiwan Glass Stock Hits Limit-Up on Fiberglass Boom

Nov 11, 2026

Taiwan Glass shares surged to their daily limit as fiberglass cloth demand outstripped supply, while Nvidia faced fresh turmoil over CEO Jensen Huang's personal scandals and possible board action against him.

  • Taiwan Glass jumped 10% to its daily price cap as October revenue soared 56% year-over-year, driven by booming demand for high-end fiberglass cloth used in advanced electronics, with order visibility now stretching into 2027.
  • Nvidia is in turmoil after reports that its board is preparing to replace CEO Jensen Huang amid scandals including an alleged affair and a possible China espionage controversy; shares fell sharply after hours on the news, and a major brokerage also slashed its price target over fears of tighter China chip export rules and slowing AI spending.
  • Taiwan's stock market wobbled at the open on the Nvidia news before recovering, with chip giant TSMC down slightly and rival MediaTek up; PC maker Wistron reported record quarterly profit thanks to strong AI server demand.
  • Anthropic's IPO is drawing retail investor buying that could set a record, potentially topping even SpaceX's historic retail demand.
  • Taiwanese workers got good news too: real wages kept rising through September, posting their second-best gain in 26 years, while a major Taiwan-listed Nasdaq ETF is splitting shares 5-for-1 to make it more affordable for retail buyers.

Outlook: Nvidia's leadership uncertainty and potential China export curbs are the key risks to watch, while Taiwan's fiberglass shortage looks set to keep benefiting Taiwan Glass until new industry supply arrives in late 2027.

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