What to do about the three major headwinds of oil prices, inflation and rate hikes? Don’t just stand there—stand right here in the light!
Published ・ Source Taiwan | 鉅亨網
With the triple pressures of oil prices, inflation and rate hikes, Taiwan stocks may face a correction, but CPO silicon photonics has emerged as a mainstream investment theme amid firm demand for high-speed AI data transmission. Several Taiwanese companies, including Lianya, Global Communication and TSMC, have entered product validation and mass production, supporting the industry’s long-term growth.
Latest poll: Eight-tenths of Canadians support measures to counter the United States.
Published ・ Source Taiwan | 鉅亨網
A Canadian opinion poll found that 80% of the public support retaliatory trade measures against the United States. They back the government’s tough stance, and 70% support buying domestic products despite being aware that prices may rise. Tensions in North American trade are behind the sentiment.
Fubon Media’s August revenue posts its biggest increase this year as e-commerce competition shifts toward two major trends
Published ・ Source Taiwan | 鉅亨網
Fubon Media’s August revenue reached NT$9.15 billion, up 7.8% year over year and marking its biggest increase this year, driven mainly by a recovery in consumer demand and upgrades to logistics services. The figures show that e-commerce competition is shifting toward service and fulfillment efficiency.
New FCC rules announced! Mainland optical module makers including 中際旭創 not included on sanctions list; is the US concerned AI data centers could be left without critical supplies?
Published ・ Source Taiwan | 鉅亨網
The U.S. FCC did not directly sanction Chinese optical module companies, leaving 中際旭創 off the list. The move avoids supply risks for AI data centers, though the possibility of future restrictions remains.
UBS bullish on demand for 蘋果 foldable iPhone; Pro series price increases still reasonable
Published ・ Source Taiwan | 鉅亨網
瑞銀證券 analysis found that 蘋果’s foldable iPhone will bring significant design changes and that a $100 price increase for the Pro series is a reasonable strategy. It expects sales to reach more than 5 million units in 2026, maintaining a Neutral rating and a $296 price target.
Trump’s latest remarks: I have no regrets about going to war with Iran
Published ・ Source Taiwan | 鉅亨網
Former President Trump said on Fox News that he did not regret starting the war with Iran. He justified it as necessary to prevent Iran from obtaining nuclear weapons and claimed his supporters’ morale was high. He predicted the war would end after the midterm elections.
$1999? Young people aren’t fazed! iPhone Duo could become a Z-generation favorite with its “selfie gadget”
Published ・ Source Taiwan | 鉅亨網
Apple’s announced foldable iPhone, the “iPhone Duo,” is drawing attention for its selfie features aimed at Gen Z despite its high price of 1999 dollars. It is expected to bring younger consumers into the market.
Yemen’s Houthis seize strategic Red Sea Hanish Islands and establish military positions
Published ・ Source Taiwan | 鉅亨網
The Houthis occupied the Hanish Islands in the Red Sea after Yemeni government forces withdrew and established a military base there. The stability of a strategic shipping route is under threat, and tensions are rising.
NVIDIA CEO Jensen Huang: Cybersecurity could very likely become AI’s next major application area
Published ・ Source Taiwan | 鉅亨網
NVIDIA CEO Jensen Huang said cybersecurity will become AI’s next major application area. He emphasized that the investment in Hugging Face is a strategic move with high returns, rejected criticism of “circular deals,” and indicated that demand for AI chips will remain strong over the long term.
Treasury buybacks fall short of cap! 10-year yield nears 5% as Bessent says US bond market conditions are “very good”
Published ・ Source Taiwan | 鉅亨網
The U.S. Treasury fell short of its target for Treasury bond purchases, and interest rates rose. Secretary Bessent stressed the health of the market. Geopolitical risks and policy intervention are in focus.
“I won’t give up my NVIDIA shares!” Financial commentator backs Jensen Huang and recommends $500 billion in buybacks
Published ・ Source Taiwan | 鉅亨網
CNBC’s Jim Cramer voiced continued confidence in NVIDIA stock and proposed a 500 billion dollar share buyback. He gave his full backing to CEO Jensen Huang’s strategy.
Astra demand surges! OpenAI pauses $200 professional subscription service
Published ・ Source Taiwan | 鉅亨網
OpenAI temporarily suspended new sign-ups for its 200-dollar Pro 20X plan amid a surge in demand for GPT-6 Astra. The move is intended to ease infrastructure strain and protect the quality of service for existing users.
Concerns over demand for 蘋果’s iPhone Duo? Jefferies names two potential reasons buyers may be put off
Published ・ Source Taiwan | 鉅亨網
蘋果 has launched its first foldable phone, the iPhone Duo, but its large size and expectations for the next-generation model could dampen demand. Analysts said this could affect initial sales.
Companies mentioned：Jefferies、AT&T、Bank of America、HSBC、Evercore ISI
Key US stock market news summary, September 11, 2026
Published ・ Source Taiwan | 鉅亨網
On September 11, 2026, technology companies made a series of advances in the U.S. stock market, including strong earnings from 甲骨文, Meta’s new AI and lunar-exploration AI from IBM and NASA. These developments point to growth in AI and cloud computing and have drawn strong investor interest.
Revenue flash: August revenue roundup for major Taiwan-listed companies, September 11, 2026 (188 companies added)
Published ・ Source Taiwan | 鉅亨網
Revenue figures for major Taiwanese companies in August 2026 were announced one after another, with 潤隆 and 台汽電 recording unusually high year-over-year growth. Signs of an economic recovery have emerged across multiple industries, heightening investor interest.
Oil tops a hundred dollars! Global bond sell-off flares again as US and UK long-term yields hit nearly 20-year highs
Published ・ Source Taiwan | 鉅亨網
Tensions in the Middle East pushed oil prices above $107 a barrel, triggering a global bond sell-off. Yields on long-term US and UK government bonds hit their highest levels in nearly 20 years, reflecting growing concerns about inflation and interest rate hikes.
Companies mentioned：Capital.com、TD Securities、BMO Capital Markets
華碩 announces pricing of its second overseas unsecured convertible bond
Published ・ Source Taiwan | 臺灣證券交易所
華碩 successfully priced its second overseas unsecured convertible bond, with an issue size of US$1.5 billion. The proceeds will be used to purchase materials in foreign currencies. The conversion price was set at NT$1,384.6, reflecting market confidence in the company’s long-term growth.
友勁 announces plan for reissuance of shares following capital reduction
Published ・ Source Taiwan | 臺灣證券交易所
友勁 announced a capital reduction to offset losses, with a reduction ratio of about 8.03%. The company has set a schedule for reissuing shares following the capital reduction, with the new shares expected to list on October 27, 115.
信義 announces that construction contracts awarded by subsidiary ZhanCheng Tourism Development Sdn.Bhd. have totaled NT$500 million within one year
Published ・ Source Taiwan | 臺灣證券交易所
A 信義房屋 subsidiary announced a tourism property development project in Sabah, Malaysia, worth about NT$710 million. The construction is expected to take more than three years.
Companies mentioned：信義、ZhanCheng Tourism Development Sdn. Bhd.、See Song & Sons Sdn. Bhd.
AES-KY corrects derivative product filings and related-party transaction details for June 115
Published ・ Source Taiwan | 臺灣證券交易所
An AES-KY subsidiary corrected information on derivatives and related-party transactions for June 115年, making substantial revisions to fair value and profit and loss. The correction is important for maintaining financial credibility.
華南金 subsidiary 華南產物保險股份有限公司 announces acquisition of right-of-use assets
Published ・ Source Taiwan | 臺灣證券交易所
華南產物保險 rented office space in Taoyuan’s Zhongli District from related party 華南銀行 for use as a business location. The lease term is five years, with a total value of NT$3.72 million.
正文 announces completion of registration for capital reduction related to cancellation of restricted employee shares
Published ・ Source Taiwan | 臺灣證券交易所
正文 announced completion of registration for a capital reduction following cancellation of restricted employee shares, adjusting net asset value per share to NT$25.73.
享溫馨 announces board resolution setting the record date for capital reduction through cancellation of treasury shares
Published ・ Source Taiwan | 臺灣證券交易所
享溫馨 announced that its board resolved to set the record date for a capital reduction through cancellation of treasury shares. The reduction will total NT$15 million, with a reduction ratio of 2.27%.