913 received, 913 listed, 5 sources ・ Page 10 of 10
One place for news and notices from 2 countries/regions: Japan, 760 items from 1 source; Taiwan, 153 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
CIER said AI gains are spreading to Taiwan’s domestic market, with wholesale and retail standing out in the services sector. The broader economy is showing stronger external demand than domestic demand.
ASUS, in collaboration with NVIDIA, unveiled the ASUS ExpertCenter Pro ET900N G3, a desktop supercomputer designed for enterprise AI. The system enables on-device AI processing while providing data privacy and low latency.
Companies mentioned：NVIDIA
Chinese memory makers are rapidly expanding their market share, while SKハイニックス’s DRAM share has fallen to 25%. SKハイニックス is meanwhile shifting its strategy toward HBM, changing the nature of its competitive position.
Companies mentioned：SKハイニックス、長鑫存儲 (CXMT)、美光 (Micron)、長江存儲 (YMTC)、SanDisk
Korea Electric Power Corporation has proposed that Samsung and SK海力士 pay $18.4 billion in electricity charges in advance to build a dedicated power grid for semiconductors. The move could improve the utility’s finances while ensuring stable power supplies for companies, with potential benefits for both sides.
Companies mentioned：三星電子、SK海力士
高盛 noted that LLM token prices have fallen below 1 dollar for the first time. Revenue is not growing despite increased usage, raising questions about the sustainability of AI capital spending.
Companies mentioned：高盛、OpenAI、Meta、OpenRouter、NVIDIA
South Korea is considering sending warships and patrol aircraft to the Strait of Hormuz under pressure from the United States. The government has denied making a decision, but its alliance ties and response to the Middle East situation are being tested.
Taiwan’s stock market faces historic volatility in September, but AI demand and manufacturing expansion are supporting fundamentals. Analysts say investors should view the swings as a buying opportunity, with returns potentially materializing in Q4.
Amid heightened volatility in the U.S. bond market, 国泰投信’s 00990B offers stable returns through a “short duration, high coupon, high credit quality” strategy. Its first distribution is scheduled for September 23, drawing growing interest from investors.
Companies mentioned：国泰投信
NVIDIA acquired Hugging Face for 12.93 billion dollars, gaining control of the AI developer ecosystem. Microduck’s success also illustrates the deepening of its open-source AI strategy.
Companies mentioned：NVIDIA、Hugging Face、Pollen Robotics、Google、Meta、Microsoft、Poolside、Alphabet、Meta Platforms、DeepSeek、阿里巴巴、騰訊
Tesla officially unveiled its fully autonomous electric taxi, “Cybercab.” Its design has no steering wheel or pedals, while fleet deployment for commercial use and FSD subscriptions are drawing attention.
Companies mentioned：Alphabet、Waymo
Taiwan’s National Development Council awarded an Employment Gold Card to Professor Warshel, the 2013 Nobel Prize in Chemistry laureate. It is the first such case involving a Nobel laureate and marks an important step in Taiwan’s strategy to attract international talent.
Companies mentioned：国立陽明交通大学
U.S. Treasury Secretary Bessent announced that the EU has formally joined U.S.-led economic sanctions against Iran. Financial isolation is accelerating, raising the risk of the regime’s collapse.
Summary not yet available
Facts
Companies mentioned：漢康-KY、FBDBiologicsLimited、FDA