Taiwan stocks week ahead: TAIEX reopens after Lunar New Year as Trump tariff hike, Nvidia earnings loom

Taiwan stocks week ahead: TAIEX reopens after Lunar New Year as Trump tariff hike, Nvidia earnings loom

February 22, 2026

Taipei, Feb 22, 2026, 14:50 (GMT+8) — Market closed.

  • Taiwan stocks will resume trading Monday, just ahead of a fresh U.S. global tariff kicking in Tuesday.
  • TAIEX finished the session at 33,605.71. TSMC wrapped up at T$1,915 ahead of the holiday break.
  • This week’s trading schedule is trimmed because of the Feb. 27 market holiday.

Taiwanese shares open the week facing uncertainty from a new U.S. tariff, right as markets get back to business following the Lunar New Year break. President Donald Trump has set a fresh global import duty to kick in Tuesday, bumping the rate up to 15% over the weekend after a Supreme Court ruling wiped out many of the old tariffs.

The Taiwan Stock Exchange shut its doors for the Lunar New Year holiday from Feb. 12 through Feb. 20, and trading is slated to pick up again on Feb. 23. When the market reopens, investors will face a backlog of international headlines to digest in that first session. Not much of a breather—the U.S. levy kicks in just the next day.

TAIEX—the main gauge on the Taiwan Stock Exchange—finished at 33,605.71 on Feb. 11, adding 1.61%. Taiwan Semiconductor Manufacturing Co, the index’s major component, wrapped up at T$1,915, up 1.86% in its last session ahead of the break.

Taiwan’s cabinet called the immediate fallout from the new U.S. tariff “appears limited,” and said it plans to keep tabs on the situation, maintaining close lines with Washington as more details come out. Traders want answers on how the measures will be rolled out and what they’ll mean for electronics exports and margins. Reuters

Outside of tariffs, this week’s action could hinge on Nvidia’s earnings, due Wednesday. “The expectation for outsized results for Nvidia has been a persistent theme over the past few years,” Empower’s chief investment strategist Marta Norton told Reuters—highlighting just how tough it is for the AI heavyweight to impress the Street again. Alpine Macro’s Nick Giorgi put it bluntly: Nvidia boss Jensen Huang “has to come out and show his confidence in his own customers.” That message matters not just for Nvidia but for the entire AI supply chain, much of it tied to Taiwan. Reuters

The timing isn’t ideal either. The Taiwan Stock Exchange will shut its doors on Friday, Feb. 27 for Peace Memorial Day, which bumps settlements to the following business day.

A shortened week often magnifies shifts. Local traders stepping back in face an uncertain landscape on trade policy, so expect desks to zero in on positioning—what portion of holiday risk got hedged, what’s rolling straight into Monday’s open unprotected.

Risks here are straightforward. If the U.S. pushes ahead with tougher tariffs or tweaks the policy again, exporters could take a hit, putting pressure on Taiwan’s chip and hardware players. Then there’s Nvidia—any hint of caution in its outlook could weigh further, particularly if the market decides the AI trade has gotten overcrowded once more.

Artur Ślesik

Artur Ślesik is a technology and financial markets journalist at Bez-kabli.pl, covering artificial intelligence, semiconductors, technology stocks and emerging innovations. A graduate of Warsaw University of Technology, he combines a technical background with market analysis to explain how new technologies are shaping industries, businesses and investment trends worldwide.

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