Gold prices are “overextended”—how much farther can this bull market run? UBS analyzes the key factors as traditional valuation models fail.
Published ・ Source Taiwan | 風傳媒
瑞銀投資銀行 chief strategist Bhanu Baweja said rising gold prices are being supported by structural changes and have further room to climb. He explained that the relationship with real interest rates is changing and new sources of demand are emerging.
After a tenant moved out, the landlord demanded the property be restored to its original condition, “including repainting the walls,” or the deposit would not be returned. The court’s final ruling is out.
Published ・ Source Taiwan | 風傳媒
A legal ruling has been issued in Taiwan over the return of a rental deposit after a tenant moved out. In the reported case, the landlord did not return the full deposit despite the tenant having cleaned and repainted the property, and the court ordered the landlord to return NT$3,500.
Chen Hsing-yu speaks out in support of Fan Chi-fei! After being furious when reporters shoved microphones at her during a visit to the US, she reveals the inside story of their “reconciliation” 17 years later.
Published ・ Source Taiwan | 風傳媒
Chen Hsing-yu proactively clarified the “microphone-shoving incident” from 17 years ago involving Fan Chi-fei, saying the two had reconciled and urging netizens to stop attacking her. Fan Chi-fei also reflected on her interviewing style at the time, saying it had been too aggressive.
SEMICON Taiwan 2026: Yingwei has more than 10 CPO projects and over nine-tenths of the Socket testing market! Small-volume production in the second half of 2027, ramping up in 2028.
Published ・ Source Taiwan | 風傳媒
Yingwei has more than 10 CPO projects and over nine-tenths of the Socket testing market. Small-volume production is expected in the second half of 2027, with volumes ramping up in 2028, underscoring its leading position in optoelectronic integration testing.
Not umbrellas or raincoats! After relentless rain in southern Taiwan, 1 item is selling out: “I’m 42 and this is the first time I’ve bought one.”
Published ・ Source Taiwan | 風傳媒
Days of heavy rain in southern Taiwan have sent humidity soaring and dehumidifiers flying off the shelves, with many residents buying one for the first time. The rush reflects the impact of extreme weather on daily life.
Annual passenger load factors top 9 tenths! Taiwan Tigerair celebrates inaugural direct flights from Kaohsiung to Ishigaki Island and Komatsu. Why is it so frequently adding flights to “Ishigaki Island”?
Published ・ Source Taiwan | 風傳媒
Taiwan Tigerair has launched direct flights from Kaohsiung to Ishigaki Island and Komatsu, reflecting a recovery in travel demand in southern Taiwan. The Taoyuan–Ishigaki Island route has a passenger load factor of more than 95%, signaling a solid market. The company expects to bring in a new fleet in 2028 to expand its network.
Senior citizens’ cards: “a dozen-plus systems in one country”—are there so many rules that people can’t make sense of them? Lee Lai-hsi slams the system as “bullying the elderly” and says cash should be given out instead.
Published ・ Source Taiwan | 風傳媒
Taiwan’s senior-citizen card programs are so complicated that they are confusing older people. 李來希, former chairman of the National Civil Servants Association, has proposed switching to cash benefits and called for simpler administration.
Teradyne Robotics’ AI Trainer and Dual Arm on AMR make their Taiwan debut at the 2026 Taipei International Industrial Automation Exhibition.
Published ・ Source Taiwan | 風傳媒
Teradyne Robotics unveiled AI Trainer and Dual Arm on AMR in Taiwan for the first time at the 2026 Taipei International Industrial Automation Exhibition. The company is promoting flexible manufacturing automation using Physical AI and contributing to the competitiveness of Taiwan’s manufacturing sector.
“Kawaii” Kawhi Leonard secret-deal case draws a severe penalty! The Clippers are fined 950 million and stripped of 5 first-round picks. Here’s a full explainer of the secret-contract scandal.
Published ・ Source Taiwan | 風傳媒
The NBA found that the Clippers and Kawhi Leonard had engaged in salary-cap circumvention and fined the team US$30 million, stripped it of its first-round draft pick for 5 consecutive years, and suspended the owner from league activities for 1 year.
Why are summer electricity bills higher when you use the same amount of power? It’s not just air conditioning! Here’s how Taiwan Power Company’s summer rates are calculated.
Published ・ Source Taiwan | 風傳媒
An explanation of Taiwan Power Company’s summer electricity pricing system: During summer, from June to September, a higher rate applies to some residential electricity use once consumption exceeds 120 units. Summer rates in 2026 are unchanged from the previous year, and the difference from nonsummer rates is clear. Increased air-conditioning use is the main cause, but the impact of the pricing system cannot be ignored.
Nearly 1 in every 4 elementary schoolchildren in Taiwan is above a healthy weight; the Health Promotion Administration launches a health initiative to support families from pregnancy through school age.
Published ・ Source Taiwan | 風傳媒
The Health Promotion Administration has launched the “Healthy Plate Action” to address the fact that 23.6% of children are overweight or obese. It is calling on families to build healthy habits together.
Iran once again responds with bluster, claiming that every country it says it struck denies being targeted.
Published ・ Source Taiwan | 風傳媒
The US military launched an airstrike on an Islamic Revolutionary Guard Corps facility, and Iran claimed it had retaliated against US military bases in neighboring countries. Arab nations denied the attacks, turning the situation into an apparent information war. The tensions have significant implications for security in the Middle East.
Global stocks plunge in the afternoon! Taiwan stocks turn from gains to losses, ending down more than 300 points, with small- and mid-cap stocks broadly in the red.
Published ・ Source Taiwan | 風傳媒
Taiwan stocks were affected today by a plunge in global futures, turning from gains to losses intraday and ending down more than 300 points. Small- and mid-cap stocks fell sharply as market volatility intensified, underscoring the risks of international market linkages.
Gunfire reported late at night in Kyiv—Ukraine’s 2 intelligence powerhouses are exchanging fire! WSJ: Internal power struggle intensifies, posing a serious challenge to Zelensky.
Published ・ Source Taiwan | 風傳媒
Ukraine’s two main intelligence agencies, the SBU and HUR, clashed in Kyiv, leaving 3 people injured. An internal power struggle has come to light, presenting a serious challenge for the Zelensky administration.
Lack of factory space doesn’t have to stop energy storage! Hainade unveils an 836-unit energy storage cabinet, bringing “energy storage + carbon management” together in one package.
Published ・ Source Taiwan | 風傳媒
Hainade Group has launched an 836-unit high-density energy storage cabinet to address Taiwanese manufacturers’ lack of factory space and carbon management compliance needs. By integrating energy storage with carbon accounting services, it helps companies complete the energy transition quickly and at low cost.
AI switcher power consumption tops 1,500 watts, making liquid cooling a must! 博通 reveals 3 major bottlenecks in CPO, packaging and thermal management.
Published ・ Source Taiwan | 風傳媒
A 博通 executive warned at SEMICON Taiwan 2026 that next-generation AI switches will exceed 1,500 watts and require liquid cooling. CPO, packaging and thermal management are technical bottlenecks.
Xi Jinping arrives in Cairo for his first visit to Egypt in ten years! Has a breach opened in the US front against China?
Published ・ Source Taiwan | 風傳媒
Chinese President Xi Jinping visited Egypt for the first time in ten years, strengthening bilateral cooperation in military, economic and multilateral affairs. The visit underscored China's growing influence in the Middle East, while Egypt maintains a strategic balance among the U.S., China and Russia.
SEMI Masters Forum: AI network utilization exceeds 90%, far above the cloud's roughly 60%! Broadcom: Ethernet must extend all the way across data centers
Published ・ Source Taiwan | 風傳媒
A 博通 executive said at SEMICON Taiwan 2026 that AI network utilization has exceeded 90%, far higher than the 60% seen in traditional cloud computing. The executive stressed that in the AI era, Ethernet should be used consistently from within the rack to across data centers.
Micron boosts AI R&D and startup investment! $10 billion for long-term technology, $250 million fund seeks next-generation applications
Published ・ Source Taiwan | 風傳媒
US semiconductor maker Micron will invest US$10 billion in long-term research over 10 years and US$250 million in AI startups, aiming to secure leadership in memory for the AI era.
Executive Yuan adds NT$607.6 billion to budget! NT$145.7 billion for defense, with Chiang Kung missiles and coastal surveillance drones joining the ranks
Published ・ Source Taiwan | 風傳媒
Taiwan’s Executive Yuan approved a supplementary budget of NT$607.6 billion for fiscal 2026, allocating NT$145.7 billion to defense. Key priorities include the Strong Bow missile and drone development, with the aim of strengthening national security.
SEMI Masters Forum: AI data centers push memory into shortage! Micron: HBM, DDR and SSD demand all rising, while edge devices also compete for capacity
Published ・ Source Taiwan | 風傳媒
美光 Chief Technology Officer Scott DeBoer said demand from AI data centers and edge devices is putting pressure on memory production capacity. Supply shortages are expected to continue for the next several years.
How to get more tokens from the same memory and power! Microsoft: AI bottlenecks must be addressed across chips, networks and software
Published ・ Source Taiwan | 風傳媒
微軟 stressed that overcoming memory and power constraints in AI inference requires integrated design spanning models, chips, networks and software. The company is pursuing this approach with Maia 200 and Cobalt 200.
SEMI Masters Forum: A single AI agent task can require 300 times as many tokens as a chat! Microsoft proposes “intelligent yield,” calculating from chips all the way to data centers
Published ・ Source Taiwan | 風傳媒
Microsoft’s Rani Borkar said at SEMICON Taiwan 2026 that AI agent tasks consume 300 times as many tokens as chats. She advocated for “smart yield,” which prioritizes resource efficiency.
Zheng Li-wen accompanies Hsu Hsin-ying to register her candidacy, but is sharply criticized by a former Hsinchu County magistrate: “You are the biggest culprit”
Published ・ Source Taiwan | 風傳媒
Hsu Hsin-ying, the Kuomintang's Hsinchu County magistrate candidate, registered her candidacy. Party Chairperson Cheng Li-wun was criticized to her face by former magistrate Fan Chen-tsung, who blamed her for the election loss. The collapse of cooperation between the blue and white camps highlights a crisis in opposition coordination.
Lu Shiow-yen takes leave to accompany Taichung candidates to register; Lin Ku-lung says Kaohsiung and Tainan do the same
Published ・ Source Taiwan | 風傳媒
Taichung Mayor Lu Shiow-yen faced questions for accompanying candidates to register during working hours. Deputy Secretary-General Lin Ku-lung clarified that she had taken leave in accordance with the law and had official documents to prove it. He added that the mayors of Kaohsiung and Tainan had done the same, and that the actions were lawful and compliant.
16.3% of U.S. GDP! Nvidia's market value accounts for 8% of the S&P 500, more than the combined weight of the 5 largest components
Published ・ Source Taiwan | 鉅亨網
AI chip giant NVIDIA accounts for 8% of the S&P 500’s market capitalization, more than the combined total of 5 major industry sectors. This reflects the rapid expansion of AI demand and the growing concentration of corporate value.
Huey Yang-KY reports August self-assessed profit up 94% year over year, EPS of NT$1.55
Published ・ Source Taiwan | 鉅亨網
Taiwanese bulk shipping company 慧洋-KY increased its pretax profit for August by 94% year over year. Higher freight rates and gains from vessel disposals drove the increase, offering investors positive news.
AI-related ETFs in Taiwan’s market hit new highs. The actively managed ETF 00401A allocates more than 70% to growth sectors such as semiconductors, optical communications and AI servers, and has performed resiliently amid market volatility.
Traditional industries also have opportunities to move forward; Osamu Mogi: Kikkoman is working hard to develop biotechnology
Published ・ Source Taiwan | 鉅亨網
Kikkoman Executive Director Osamu Mogi said the company is actively developing biotechnology and expanding into Asian markets through its joint venture with 統一企業, 統萬. The move highlights the diversification strategies of traditional food companies.
Major cybersecurity incident hits South Korea again: personal data from nearly 40 million accounts on video platform Tving stolen
Published ・ Source Taiwan | 鉅亨網
A major data breach occurred at South Korean video platform Tving. Around 40 million user records and more than 30GB of technical data were leaked. Poor key management was the cause, exposing vulnerabilities in its security framework.
Japan's GPIF holds rare summer meeting; market expects higher allocation to Japanese government bonds
Published ・ Source Taiwan | 鉅亨網
Japan’s largest pension fund, GPIF, held an unusual meeting in August for the first time in 7 years. Markets expect it to raise the allocation to domestic bonds, mainly because of rising interest rates.
Sells out even without gold: Trump $1 coin snapped up within hours of launch
Published ・ Source Taiwan | 鉅亨網
The U.S. Mint released a commemorative $1 coin bearing President Trump’s portrait, and it sold out within hours. It contains no gold but has a gold-colored appearance, commemorating the 250th anniversary of the nation’s founding.
街口投信 will begin offering the non-investment-grade bond ETF 00992B on September 14. Featuring high coupon yields, short maturities and risk management, it will provide individual investors with a new investment option through monthly distributions.
Companies mentioned:街口投信、博士倫、日本楽天グループ、日産自動車、サザビーズ、アルコア、ウィン・リゾーツ、Gen Digital
Lai Ching-te: 台肥 supports resilient growth in high-tech industries; investment in hydrogen and ammonia energy brings new momentum to industry
Published ・ Source Taiwan | 鉅亨網
Taiwan President Lai Ching-te praised 台肥 for supporting agriculture and expanding into semiconductors and energy at the company’s 80th anniversary ceremony. Its contributions to industrial resilience and the green transition were recognized.
Gold price rebounds more than 1.3% to above $4,400; expert: bottom not yet confirmed, don't mistake a rebound for a reversal
Published ・ Source Taiwan | 鉅亨網
International gold prices rebounded more than 1.3% and returned to the $4,400 range, but experts warned that a bottom has not been confirmed. A stronger dollar and fading expectations for rate cuts were the main factors, and the true bottom awaits 2 signals.
CCL maker TUC reaches record August revenue of NT$810 million, up 1.33 times year over year
Published ・ Source Taiwan | 鉅亨網
TUC's August 2026 revenue reached NT$810 million, a record high and up 1.33 times year over year, benefiting from demand for high-end materials and AI servers. The growth reflects successful technology upgrades and market positioning, and is a key indicator for the electronic materials industry.
Trump's latest remarks ease inflation concerns; gold rises for 2 consecutive days, back above $4,400
Published ・ Source Taiwan | 鉅亨網
International gold prices rose for a 2nd consecutive day and returned to the $4,400 range amid easing geopolitical tensions and reduced expectations of U.S. rate hikes. Trump’s remarks improved market sentiment.
Taiwan stocks fell sharply today, closing down 307.06 points and slipping below the 46,000 mark, with trading value reaching NT$946.2 billion. Electronics stocks generally weakened, while non-electronics sectors such as financials and shipping performed strongly and rose against the trend.
NBA imposes major penalty on Clippers for evading salary cap; owner Ballmer suspended for 1 year and fined $30 million
Published ・ Source Taiwan | 鉅亨網
The NBA imposed its largest-ever penalty on the Los Angeles Clippers over suspected salary-cap circumvention. The team’s chairman was suspended for 1 year and fined $30 million. The league said the major measure was intended to protect its integrity.
Triple whammy looms for the yen: Fed and Bank of Japan set to announce rate decisions, while “Silver Week” reduces liquidity
Published ・ Source Taiwan | 鉅亨網
The U.S. Federal Reserve and the Bank of Japan are set to announce rate decisions, while the yen is nearing 158 against the dollar and markets anticipate rate hikes and intervention. Thin liquidity during Silver Week could amplify volatility and affect global currency markets.
Companies mentioned:アメリカ連邦準備制度理事会(Fed)、日本銀行(BOJ)、SBI FX Trade、オーストラリア連邦銀行
Back-to-school season drains household budgets! How much should you set aside for a child's education over 20 years?
Published ・ Source Taiwan | 鉅亨網
Education costs are a long-term expense spanning more than 20 years, making phased preparation based on a household’s financial circumstances essential. Key steps include investing assets according to when they will be needed and clearly defining spending limits.
Japan's 30-year government bond auction goes smoothly; yield tops 4%
Published ・ Source Taiwan | 鉅亨網
日本財務省 successfully issued 30-year government bonds, with yields exceeding 4%. The subscription ratio was strong, but a wider tail highlighted the market’s cautious stance.
80 years on! 台肥 uses “blue ammonia” to break into the semiconductor supply chain; 3 major factors support continued loss reduction in its fertilizer business
Published ・ Source Taiwan | 鉅亨網
台肥 announced its entry into the semiconductor supply chain through blue ammonia and a narrowing of losses in its fertilizer business to mark its 80th anniversary. Senior government officials attended, and the company’s strategic shift was praised.
Curbing “wild rises and falls” in soaring stocks! OTC market to introduce its first 30-minute cooling-off period for emerging stocks, taking effect on Feb. 22 next year
Published ・ Source Taiwan | 鉅亨網
Taiwan’s OTC market will introduce a 30-minute trading cooling-off measure for newly listed stocks to prevent sharp rises and falls. It will take effect on February 22, 2027.
Strong demand from banks! ByteDance reportedly secures a $29.6 billion syndicated loan, Asia’s second-largest this year
Published ・ Source Taiwan | 鉅亨網
TikTok parent ByteDance secured a $29.6 billion syndicated loan. Banks showed strong demand, and the financing is part of an expansion of AI investment. It is Asia’s 2nd-largest deal this year.
〈Stock in Focus〉統新 benefits from strong AI data center demand, with shipments gaining momentum; shares turn from losses to gains intraday and surge to half the limit-up
Published ・ Source Taiwan | 鉅亨網
Taiwan optical communications filter manufacturer 統新 saw strong orders and shipments as demand from AI data centers expanded, sending its share price sharply higher. It returned to profitability in the first half of 2026, marking a clear recovery in performance.
稜研’s non-China supply chain advantage comes into view as high-margin projects approach the harvest stage
Published ・ Source Taiwan | 鉅亨網
稜研科技’s non-China supply chain advantage is paying off as a series of high-margin projects enter commercial operation and reach the harvest stage. Antenna modules are rapidly increasing as a share of its business, with plans spanning 三 major fields: defense, satellites and mobile communications.
【Association Affairs Brief】Convenes the 5th meeting of the 14th board of directors
Published ・ Source Taiwan | 中華民國醫師公會全國聯合會
中華民國醫師公會全國聯合會 convened the 5th meeting of its 14th board of directors, reporting on adjustments to reasonable outpatient volumes for primary care Western medicine, increases in consultation fees and top-rated results in National Health Insurance evaluations. It also passed proposals including a donation for relief efforts following the major earthquake in Kumamoto, Japan.
Excessive sweating of the hands and feet affects daily life—there’s no need to endure it. A new non-invasive sweat-reduction treatment option: Taiwan-developed iontophoresis device enables more comfortable at-home management