Taiwan's stock market surged last week on strong Nvidia results and higher MSCI index weightings, good news for investors but shadowed by a US selloff heading into Monday.

• Big institutions poured close to NT$100 billion into Taiwan stocks in a week, with daily turnover back above NT$1 trillion.
• Money crowded into ETFs — active funds and leveraged 2x funds drew the heaviest buying, from both institutions and small investors.
• The rally lasted barely a day in the US: Fed chair Warsh struck a hawkish tone at the central bank gathering, knocking down chip stocks.
• Passive component makers jumped after Samsung Electro-Mechanics was reported to be raising MLCC prices.
• Chip substrate maker Unimicron is under criminal investigation for relabeling China-made products as "Made in Taiwan," with 14 people charged and fears the stock could be cut in half.

Outlook: Taiwan stocks face a 500–600 point pullback Monday after the US drop, though earnings support remains solid and dips are seen as buying chances in AI supply-chain names.