1023 received, 1023 listed, 6 sources ・ Page 11 of 11
One place for news and notices from 2 countries/regions: Japan, 854 items from 2 sources; Taiwan, 169 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
UBS Group CEO Ermotti warned that financial markets are complacent amid persistent geopolitical risks and inflation. He said AI investment is supporting markets, but stressed the importance of diversification and risk management.
Companies mentioned：CNBC、Federal Reserve (Fed)、European Central Bank (ECB)、Bank of Japan
Apple launched its first foldable iPhone, the iPhone Duo, priced at $1,999 and set to go on sale Oct. 23. The move will test whether Apple still has market appeal after years of stalled innovation.
Companies mentioned：Apple、美銀 (Bank of America)
The British prime minister held a phone call with the Chinese president and expressed a desire to restore U.K.-China relations to the “golden era” of 2015. The focus is on expanding cooperation in education, healthcare and finance, and improving the investment climate.
Companies mentioned：中国広核集団（CGN）
Koming posted August revenue of NT$54.43 million, up 15.45% year on year, mainly due to rising installations of femtosecond laser cataract equipment and promotion of new intraocular lens products. The growth reflects its continuing consolidation of a leading position in the ophthalmic medical equipment market.
Companies mentioned：HOYA、榮總體系
JPMorgan Chase’s market capitalization reached $942.9 billion, putting it close to the $1 trillion mark. Analysts pointed to the potential for a “scarcity premium” because of its rarity as a non-tech company, and rated it highly attractive to investors.
Companies mentioned：JPMorgan Chase、NVIDIA、Alphabet、Apple、Bank of America、Jackson Square Capital
AI commercialization and weak NAND supply were the focus of day 2 of Goldman Sachs’ technology conference. 閃迪 forecast that NAND supply would remain constrained over the long term as demand continues to expand. Etsy emphasized that AI is improving platform efficiency, while Booking.com is testing generative AI applications. Several companies showcased progress in commercializing AI and strategies for organizational change.
Companies mentioned：閃迪、Etsy、Booking.com、CHYM、Block
Taiwan’s government is advancing its first AI computing-power center BOO project and aims to attract 43 billion yuan in private investment by the end of the year. Tax incentives and regulatory easing have helped drive the effort.
Companies mentioned：台電 (1513-TW)
瑞薩電子 announced another price increase for power semiconductors, effective January 1, 2027, marking its 2nd price hike this year. The move is driven by continued cost pressures from raw materials, energy and production capacity, as well as strong demand from AI data centers, which have tightened industry supply and demand.
Companies mentioned：瑞薩電子、英飛凌、德州儀器、華潤微、士蘭微、捷捷微電、新潔能、宏微科技、揚傑科技、斯達半導、強茂、台半
India’s government agency SFIO recommended an investigation into Xiaomi over its business model and alleged violations of foreign investment laws. Its declining market share and tax issues have also contributed to a worsening business environment.
Companies mentioned：蘋果、三星、亞馬遜、Flipkart、Counterpoint Research
Research firm Counterpoint Research said the launches of the iPhone 18 and the first foldable device, the iPhone Duo, are expected to generate upgrade demand from about 15% of premium-phone users. Supply shortages of the iPhone Duo could persist for an extended period due to its competitive pricing and strong demand.
Companies mentioned：Apple、Counterpoint Research、鴻海、Samsung、Galaxy Z Fold8
Hotai Motor announced that it is bringing in brake systems from ADVICS, part of Japan’s Toyota Group, to strengthen product quality in Taiwan’s non-authorized repair market. The first batch of parts is expected to arrive in October, boosting consumer confidence in independent repair shops.
Companies mentioned：ADVICS、TOYOTA、LEXUS、MITSUBISHI、FORD、MERCEDES-BENZ、HYUNDAI、AISIN、DENSO、住友電工
Taiwan’s Taishan sued over the tainted-oil incident involving 中聯油脂, seeking 1 billion yen in damages. 福壽 countered that “Taishan concealed its negligence,” intensifying the dispute. Restoring consumer trust remains a challenge.
Companies mentioned：中聯油脂、福壽實業、福懋、南僑
Freight forwarder 台驊 posted revenue of 2.909 billion yuan in August, its highest level in 4 years. Rising sea and air freight rates were the main factor, and demand is expected to remain firm.
Intel shares rose more than 10% over 2 days, as confidence in the market grew on the back of demand for AI chips, CPU price increases and an investment by 輝達.
Companies mentioned：輝達 (NVDA-US)、SK海力士、RBC Capital Markets、Northland Securities、アプリケーションマテリアルズ (AMAT-US)
Apple’s new CEO Ternus hosted the company’s fall event for the first time, officially ushering in the “post-Cook era.” He emphasized the iPhone’s central role in AI and unveiled the first foldable phone, iPhone Duo, a move with major symbolic significance.
Companies mentioned：Apple、Business Insider、The Guardian、TechCrunch、Mac Observer、Technalysis Research
The U.S.-China 10-year bond yield spread reached a record 317 bp, raising the risk of capital outflows from China and a weaker yuan. The gap reflects differences in policy, with the U.S. tightening monetary policy while China is taking an easing stance.
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Companies mentioned：蘋果、台積電、高通、聯發科、長電科技、通富微電、AMD、Wccftech、Tom's Hardware
ASML of the Netherlands announced plans to build a new 35-hectare production site in Eindhoven amid growing AI demand. As the world’s sole supplier of EUV equipment, it plans to bring the first-phase factory, which will accommodate more than 3,000 people, into operation by 2029.
Companies mentioned：ASML、台積電、三星、SK海力士、美光、インテル、輝達、OpenAI、Google、アマゾン、Anthropic
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Companies mentioned：Bombardier、Honeywell Aerospace、GE Aerospace
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Companies mentioned：株式会社Ｃａｓａ
Representatives of 中華民國醫師公會全國聯合會 took part in 健保署’s meeting on the primary-care global budget for Western medicine, seeking payment standard adjustments and reviews of maternal care and medical resources in remote areas.
Facts
Companies mentioned：中華民國醫師公會全國聯合會、健保署
中華民國醫師公會全國聯合會 held the 4th meeting of the 14th Medical Regulations Committee on September 3, chaired by president Chen Xiangguo. The committee discussed the medical appraisal system, amendments to the National Health Insurance Act and the Senior Citizens Welfare Act, revisions to the association’s charter, and the exclusive practice scope of public health professionals.
Facts
Companies mentioned：中華民國醫師公會全國聯合會、衛福部、司法院