New Changes in the Top 1000 Stocks Ranking in Taiwan Stock Market: 信驊 Breaks the 7-figure Mark to Reign, High-Priced Stock Group Fully Mobilized

Today, the Taiwan stock market reached a new milestone! Leading server management chip company 信驊 (5274) broke through the NT$7,000 mark in one move, with intraday strength locking in the limit-up price of NT$7,315, a single-day increase of NT$665, and a rise of 10%. It became the first “7” prefix stock in Taiwan stocks, officially ascending to the top of the Taiwan stock king throne. This rally not only set a new record high for the stock but also ignited bullish signals across the high-priced stock group.

Foreign Investors Simultaneously Turn Bullish 信驊 Target Price Up to NT$7,600

Behind 信驊’s strong performance, foreign institutional investors have been frequently supporting. Recently, multiple foreign institutions have simultaneously raised their target prices, with the highest valuation reaching NT$7,600. The core logic behind their optimism lies in the continuous improvement of the company’s gross profit margin and the steady growth momentum of cloud server demand.

According to the latest research reports from foreign investors, 信驊’s EPS in 2026 is expected to challenge the high of NT$152.29, with profit forecasts for 2026 and 2027 exceeding the mainstream market consensus by 22% and 15%, respectively. Supporting this optimism are the convergence of three major industry drivers: explosive growth in AI server demand, large-scale upgrades in data centers, and a wave of replacement for traditional servers. With its leading position in BMC chips, 信驊’s long-term growth potential is highly regarded.

Ranking Shake-up Among Thousand-Dollar Stocks, High-Price Group All Launch

Led by 信驊, the high-priced stock group ignited today. The indicator stock in the BBU (battery backup system) field, AES-KY (6781), also hit the limit-up, closing at NT$1,405. The investment trust has continued to buy for 20 consecutive trading days, demonstrating strong confidence in its future performance.

The entire high-priced stock group, driven by multiple themes, has seen a clear increase in buying momentum. Whether it’s AI server-related stocks, high-speed computing application stocks, or high-end electronic component manufacturers, they are experiencing a rare period of active capital flow. Although stocks like 奇鋐 (3017), 光聖 (6442), and 智邦 (2345) have yet to follow suit, this has not dampened the market’s enthusiasm for high-priced electronics stocks.

Capital Flows Shift to Leaders, Market Expectations Continue to Rise

Market insiders point out that thousand-dollar stocks are always a barometer of bullish trends. The recent rally reflects capital reallocation, clearly flowing toward leading companies with profit visibility and core technological advantages. This phenomenon precisely confirms the market’s high expectations for long-term demand in the AI industry.

信驊 was included in the MSCI Global Standard Index, and market attention to its subsequent institutional briefings and operational outlook remains high, with short-term buying actively pouring in. The company maintains a revenue forecast of NT$2.6 to 2.7 billion for the first quarter, with an annual growth of 25% to 30%. Both AI server and traditional server engines are worth looking forward to.

Looking ahead, with year-end institutional portfolio adjustments, foreign capital deployment, and the continued warming of data center demand in 2025, the high-priced electronics group is expected to continue the “the strong get stronger” pattern, remaining a key driver of Taiwan stock market gains. 信驊’s break above the NT$7,000 level is not only a milestone for the stock but also symbolizes Taiwan stocks entering a new investment era.