# AI News 180m Report｜2026-09-04 12:00–15:00 JST｜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: AI gains are spreading to domestic demand, with wholesale and retail leading the services sector - Published: 2026-09-04T12:20:44+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597231 - anchor: #n2481963 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 teams up with NVIDIA to launch a super desktop computer, reshaping enterprise AI infrastructure - Published: 2026-09-04T12:17:47+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597228 - anchor: #n2481964 - Companies mentioned: NVIDIA 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. ## China’s major memory makers accelerate their push for market share; SK hynix risks becoming the biggest loser - Published: 2026-09-04T12:10:06+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6596969 - anchor: #n2481965 - Companies mentioned: SKハイニックス、長鑫存儲 (CXMT)、美光 (Micron)、長江存儲 (YMTC)、SanDisk 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. ## Korea Electric Power proposes collecting $18.4 billion in electricity payments upfront from Samsung and SK海力士 to build a power grid for semiconductor clusters - Published: 2026-09-04T12:02:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597021 - anchor: #n2481508 - Companies mentioned: 三星電子、SK海力士 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. ## Token prices fall below $1 for the first time! 高盛: “Rising volume, collapsing prices” undermines the logic of AI capital spending - Published: 2026-09-04T12:00:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597171 - anchor: #n2481509 - Companies mentioned: 高盛、OpenAI、Meta、OpenRouter、NVIDIA 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. ## Has Trump’s pressure worked? South Korea reportedly weighs sending warships and patrol aircraft to the Strait of Hormuz - Published: 2026-09-04T11:35:34+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597169 - anchor: #n2481510 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. ## A fake rebound, a real sell-off? September’s curse hits with full force! Could Taiwan stocks plunge another 3,000 points? - Published: 2026-09-04T11:34:34+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597196 - anchor: #n2481511 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. ## Warsh’s hawkish signals intensify bond-market volatility; 00990B manager shares three key tips for choosing bonds - Published: 2026-09-04T11:33:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6594240 - anchor: #n2481512 - Companies mentioned: 国泰投信 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. ## The $399 robot duck goes viral; Jensen Huang spends $13 billion to acquire the whole operation and build a closed-loop AI ecosystem - Published: 2026-09-04T11:32:38+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597150 - anchor: #n2481513 - Companies mentioned: NVIDIA、Hugging Face、Pollen Robotics、Google、Meta、Microsoft、Poolside、Alphabet、Meta Platforms、DeepSeek、阿里巴巴、騰訊 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. ## Tesla officially unveils Cybercab; industry and Wall Street are focused on five questions - Published: 2026-09-04T11:17:38+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597110 - anchor: #n2481514 - Companies mentioned: Alphabet、Waymo 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. ## Taiwan’s NDC awards Employment Gold Card to Nobel Prize-winning chemist Arieh Warshel to attract semiconductor and biomedical talent, marking a milestone in talent recruitment - Published: 2026-09-04T11:10:44+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597152 - anchor: #n2481515 - Companies mentioned: 国立陽明交通大学 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. ## Death spiral and financial cutoff! U.S. Treasury Secretary Bessent says EU has joined U.S. economic pressure campaign against Iran - Published: 2026-09-04T11:05:38+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6597137 - anchor: #n2481516 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. ## 漢康 applies for U.S. IND for trispecific immunotherapy - Global Bio & Investment Monthly. - Published: 2026-09-04T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=89963&range=news - anchor: #n2482282 - Companies mentioned: 漢康-KY、FBDBiologicsLimited、FDA Facts: - 漢康-KY (7827)