# AI News 180m Report｜2026-09-10 12:00–15:00 JST｜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.

## Is AI propping up markets while masking risks? UBS CEO: Financial markets have been “complacent” for a long time; investors should avoid betting too heavily

- Published: 2026-09-10T12:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602722
- anchor: #n2628471
- Companies mentioned: CNBC、Federal Reserve (Fed)、European Central Bank (ECB)、Bank of Japan

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.

## Apple's foldable iPhone will test the pull of its fan base; analysts say sales aren't the only thing that matters

- Published: 2026-09-10T12:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602468
- anchor: #n2628472
- Companies mentioned: Apple、美銀 (Bank of America)

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.

## UK prime minister says Britain-China ties will be restored to their historic high

- Published: 2026-09-10T12:26:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602610
- anchor: #n2628473
- Companies mentioned: 中国広核集団（CGN）

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.

## 大型手術設備與人工水晶體雙引擎帶動 科明8月營收5443萬元年增逾1成

- Published: 2026-09-10T12:22:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602399
- anchor: #n2628474
- Companies mentioned: HOYA、榮總體系

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.

## JPMorgan’s market value approaches $1 trillion; Bank of America analyst sees potential for a “scarcity premium”

- Published: 2026-09-10T12:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602461
- anchor: #n2628475
- Companies mentioned: JPMorgan Chase、NVIDIA、Alphabet、Apple、Bank of America、Jackson Square Capital

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.

## NAND supply may remain weak for a long time! Highlights from day 2 of Goldman Sachs’ technology conference: AI commercialization and supply-side outlook emerge as 2 key themes

- Published: 2026-09-10T12:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602677
- anchor: #n2628476
- Companies mentioned: 閃迪、Etsy、Booking.com、CHYM、Block

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.

## Tax incentives boost AIDC! First AI computing center PPP project under the trillion-dollar plan targets NT$43 billion by year-end

- Published: 2026-09-10T12:09:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602705
- anchor: #n2628477
- Companies mentioned: 台電 (1513-TW)

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.

## Power semiconductor prices keep rising; Renesas makes 2nd move this year, effective next year

- Published: 2026-09-10T12:01:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602644
- anchor: #n2627994
- 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

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.

## Tax freeze dispute unresolved; India plans fraud investigation into Xiaomi

- Published: 2026-09-10T11:55:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602628
- anchor: #n2627995
- Companies mentioned: 蘋果、三星、亞馬遜、Flipkart、Counterpoint Research

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.

## Research firm bullish on iPhone 18 driving 15% upgrade momentum; iPhone Duo foldable shortages and queues may persist through year-end

- Published: 2026-09-10T11:55:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6600364
- anchor: #n2627996
- Companies mentioned: Apple、Counterpoint Research、鴻海、Samsung、Galaxy Z Fold8

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.

## Hotai Motor brings in Japan’s ADVICS to expand its non-authorized repair business; first batch of brake parts to arrive in October

- Published: 2026-09-10T11:54:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602704
- anchor: #n2627997
- Companies mentioned: ADVICS、TOYOTA、LEXUS、MITSUBISHI、FORD、MERCEDES-BENZ、HYUNDAI、AISIN、DENSO、住友電工

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.

## Problematic oil from 中聯油脂: Taisun files lawsuit seeking damages; following 南僑, Fwusow issues statement today in response

- Published: 2026-09-10T11:51:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602703
- anchor: #n2627998
- Companies mentioned: 中聯油脂、福壽實業、福懋、南僑

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.

## Taihua’s August revenue hits highest level in more than 4 years; air freight enters peak season in Q4, while sea freight remains firm

- Published: 2026-09-10T11:50:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602649
- anchor: #n2627999

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 surges more than 10% in 2 days, challenging its 52-week high! CPU prices set to rise 10%; Nvidia investment sparks new AI hopes

- Published: 2026-09-10T11:47:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602685
- anchor: #n2628000
- 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)

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.

## Apple’s “new CEO” passes first test; foreign media say Ternus takes over steadily as AI strategy comes into view

- Published: 2026-09-10T11:41:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602647
- anchor: #n2628001
- Companies mentioned: Apple、Business Insider、The Guardian、TechCrunch、Mac Observer、Technalysis Research

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.

## US-China interest rate spread hits record high; capital outflows from China and yuan depreciation risks mount

- Published: 2026-09-10T11:40:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602551
- anchor: #n2628002

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.

## 蘋果A20 Pro首發台積電2奈米 封裝與散熱成關鍵

- Published: 2026-09-10T11:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602619
- anchor: #n2628003
- 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

Facts:
- A20 Pro uses 台積電’s N2 process
- Memory bandwidth up 50%
- iPhone 18 Pro (starting at $1,199)
- iPhone 18 Pro Max (starting at $1,299)
- Foldable iPhone Duo (starting at $1,999)
- Manufacturing costs for each A20-series chip could reach $280
- About $1 billion worth of iPhone 18 Pro chips are stuck in the packaging and testing stage due to a DRAM supply shortage
- Performance improves 10% to 15% at the same power consumption
- Power consumption falls 25% to 30% at the same performance
- Transistor density increases by more than 15%
- CPU performance cores improve by nearly 20%

## Lithography equipment giant ASML expands production capacity; site covers 35 hectares

- Published: 2026-09-10T11:09:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602503
- anchor: #n2628004
- 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

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.

## Not just tariffs! Trump takes tougher action, banning imports of Canadian dairy and alcohol; takes effect in late September

- Published: 2026-09-10T11:08:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602620
- anchor: #n2628005
- Companies mentioned: Bombardier、Honeywell Aerospace、GE Aerospace

Facts:
- Canada imposes retaliatory tariffs on about $20 billion worth of US goods
- Canada began imposing tariffs ranging from 15% to 50% on US imports on Tuesday
- The total value of Canadian goods directly banned from import is about $1 billion
- A North American free trade framework covering about $1.8 trillion in global trade
- The company employs about 3,500 people in the United States
- Works with about 2,800 US suppliers across 47 states
- Purchases more than $2.5 billion annually from US suppliers
- The company recently also announced plans to hire 500 employees in the United States
- Bombardier’s revenue in the 2nd quarter of this year rose 6% year on year to $2.15 billion
- The US aerospace and defense industry posted a trade surplus of about $109.2 billion in 2025

## 【株式会社Ｃａｓａ】Amended annual securities report — 13th fiscal period (2025/02/01–2026/01/31)

- Published: 2026-09-10T13:35:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z13L,,
- anchor: #n2628890

The summary of this item is not shown

## 【株式会社Ｃａｓａ】Amended annual securities report — 12th fiscal period (2024/02/01–2025/01/31)

- Published: 2026-09-10T13:24:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z13B,,
- anchor: #n2628732
- Companies mentioned: 株式会社Ｃａｓａ

The summary of this item is not shown

## 【Meeting Brief】Representatives of the association take part in 健保署 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

- Published: 2026-09-10T01:00:00+09:00
- Source: Taiwan | 中華民國醫師公會全國聯合會
- Original: https://www.tma.tw/meeting/meeting_info.asp?/14744.html
- anchor: #n2628815
- Companies mentioned: 中華民國醫師公會全國聯合會、健保署

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:
- Those averaging more than 120 approved cataract surgeries per quarter
- Should be raised from 150 points to 300 points

## 【Meeting Brief】全聯會 holds the 4th meeting of the 14th Medical Regulations Committee

- Published: 2026-09-10T01:00:00+09:00
- Source: Taiwan | 中華民國醫師公會全國聯合會
- Original: https://www.tma.tw/meeting/meeting_info.asp?/14745.html
- anchor: #n2628814
- Companies mentioned: 中華民國醫師公會全國聯合會、衛福部、司法院

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:
- 14th
- 4th meeting
- September 3
- September 10, 115
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