AI News 180m Report

2026-09-12 12:00–15:00 JST

134 received, 134 listed, 4 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 85 items from 3 sources; Japan, 49 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 鉅亨網 (continued)(23)

Whether the Fed raises rates next week will be a major test of Chair Chow's leadership

Published ・ Source Taiwan | 鉅亨網

U.S. core inflation in August posted its biggest increase in 4 months, fueling expectations of a Fed rate hike. Next week’s meeting will be a test of Chair Chao’s leadership.

Companies mentioned:Federal Reserve (Fed)、CME Group、Capital Economics

Apple's $1,999 foldable iPhone is “too cheap”; Wall Street worries about pressure on profits

Published ・ Source Taiwan | 鉅亨網

Apple has unveiled its first foldable iPhone, the “iPhone Duo,” priced at $1,999, below Wall Street expectations. Analysts worry the move will squeeze profits; they raised shipment forecasts but lowered earnings and price targets.

Companies mentioned:American Bank Securities、TD Cowen、Rosenblatt、Barclays、Rothschild & Co.

Hot stock: Taiwan Mask surges on heavy volume, up 23.7% for the week to a 2-month high

Published ・ Source Taiwan | 鉅亨網

Original台積電宣布與ASML合作推進High NA EUV與12吋光罩技術,推動台灣光罩股價暴漲23.7%,創兩個月新高。此舉反映先進製程對光罩需求上升,可能擴大外包動能。

Companies mentioned:台積電、艾司摩爾、台灣光罩

From the production line to the stage! Employees from ASE sites perform together at the 2026 ASE Voice competition

Published ・ Source Taiwan | 鉅亨網

A foundation under ASE Technology Holding held the “2026 ASE Voice” employee singing contest. 297 people registered, and 19 advanced to the finals. The event showcased the semiconductor industry's focus on employees' diverse development and well-being, enhancing the company's image.

Companies mentioned:矽品精密、環旭電子

Original〈熱門股〉運錩營運亮眼 8月以來大漲4成創逾4年波段新高

Published ・ Source Taiwan | 鉅亨網

Stainless steel processor Yun Chang (2069-TW) reported an 11.3% increase in August revenue, while its cumulative decline for the first 8 months narrowed to 3.2% year over year. A higher share of value-added products lifted its gross margin to 14.66%, and the stock hit a 4-year trading-range high. Rising 3C electronics demand at subsidiary 寧波奇億 and stable processing operations in Taiwan drove its performance.

Companies mentioned:寧波奇億

Hot stock: Oil tops $100 again! 00642U soars to a record, while 00673R attracts funds against the trend and nears its quota

Published ・ Source Taiwan | 鉅亨網

Escalating U.S.-Iran tensions have pushed international oil prices above $100, sending 元大投信’s crude oil ETF “00642U” soaring to a record high. Meanwhile, inflows into the inverse product “00673R” have also accelerated, bringing it close to its issuance limit.

Companies mentioned:元大投信

Original上櫃公司前8月營收衝上2.55兆元!三大產業領跑8月營收年增近5成

Published ・ Source Taiwan | 鉅亨網

Taiwan’s 891 OTC-listed companies posted monthly revenue of 364.4 billion yen in August 2026, up 47% year over year. Growing AI-related demand drove the semiconductor and computer peripherals industries, signaling solid fundamentals overall.

Hot stock: Fuh Chio attracts net buying of 45,300 shares by investment trusts in a week, sets record high with a 7.59% weekly gain

Published ・ Source Taiwan | 鉅亨網

Glass fiber maker 富喬工業 posted strong growth in 2026, with investment trusts making net purchases of 45,000 shares in a week and the stock rising 7.59%. Groundbreaking has begun on its new Thailand plant, a NT$3.1 billion investment set to begin production in 2027, signaling strong expansion momentum.

Is the U.S. stock market party nearing its end? AI rally shows 5 warning signs of a bubble

Published ・ Source Taiwan | 鉅亨網

Capital Economics has warned that the AI market could be in a bubble. Five indicators have reached extreme levels, and the S&P 500 could pull back after reaching a high in 2026. Investment risks are rising.

Companies mentioned:Capital Economics、輝達 (NVIDIA)、蘋果 (Apple)、微軟 (Microsoft)、OpenAI、Anthropic

Hot stock: eCloudvalley unveils enterprise AI products, defies market weakness to hit a 1-month high

Published ・ Source Taiwan | 鉅亨網

eCloudvalley has unveiled a suite of AI products for businesses, sending its share price to a 1-month high. Generative AI and AI agents are boosting operational efficiency, reflecting market expectations.

Fed rate hikes may not be a one-off! Experts forecast as many as 6 hikes; Wall Street warns of risks in the AI boom and private credit

Published ・ Source Taiwan | 鉅亨網

As the Federal Reserve (Fed) becomes more likely to continue raising interest rates, the sustainability of AI-related investment and risks in private credit are weighing on financial markets.

Companies mentioned:BMO Capital Markets、Vanguard、Monetary Policy Analytics、Rockefeller International、Allianz Investment Management、IMF

Hot stock: A long-term outlook backed by 800G and AI momentum at Accton; foreign investors buy for 3 straight sessions

Published ・ Source Taiwan | 鉅亨網

Accton Technology has strong medium- to long-term growth momentum from 800G switch upgrades and mass production of AI modules. Foreign investors made net purchases of 2,282 shares for 3 straight days, signaling confidence in its outlook.

Companies mentioned:AWS

Gulf of Oman emerges as a new focus for Middle East energy transport: Routes bypassing the Strait of Hormuz still face the risk of conflict

Published ・ Source Taiwan | 鉅亨網

Amid continuing tensions in the Middle East, shipping routes in the Arabian Sea that bypass the Strait of Hormuz are also exposed to military risks, with serious implications for the energy strategies of Gulf states.

Original〈熱門股〉禾榮科BNCT設備、硼藥雙引擎齊發 周漲逾1成

Published ・ Source Taiwan | 鉅亨網

禾榮科's stock rose more than 12% on revenue recognition for AB-BNCT equipment and the pending approval of its boron drug. The dual growth engines are set to drive the company into a turning point in its operations.

Companies mentioned:台北榮總、竹銘醫院、南京明基醫院、中國新竹附醫、新加坡國立大學醫院、義大醫院

Taiwan | 風傳媒(20)

Is it illegal to push a motorcycle after turning off the engine? Court ruling gives the answer: “Not necessarily illegal”! On-the-spot fines of NT$2,700; many riders get it wrong

Published ・ Source Taiwan | 風傳媒

Police and courts disagree over whether it is illegal to push a motorcycle past the stop line at a red light. Some rulings have waived fines, but the act is generally considered illegal.

Companies mentioned:台湾交通事故權益保障協會、警政署、新北市政府交通事件裁決處、台北地方法院、台北高等行政法院、新北地方法院

Famous Taiwan department store closes after 51 years! It will not be “demolished and razed to the ground”; future plans revealed

Published ・ Source Taiwan | 風傳媒

Taiwan’s Kaohsiung is demolishing the historic 大統百貨五福店 department store after 51 years, with the site temporarily becoming a parking lot. The change signals a shift in the local commercial landscape.

Companies mentioned:大統グループ

Could Chinese EVs enter the U.S. market? Trump tells BYD and Geely to follow Japan's example: build plants in the U.S. and hire local workers

Published ・ Source Taiwan | 風傳媒

U.S. President Trump has indicated he would accept Chinese EV makers producing vehicles in the United States if they build factories and hire local workers. He reiterated, however, that direct imports of Chinese-made vehicles would continue to face high tariffs.

Companies mentioned:BYD、Geely、Ford、GM、Mercedes-Benz

No Owala or Taihe Workshop water bottle? Savvy buyers are switching to 1 brand: “Lightweight and convenient, heat-resistant and acid-proof”; great quality and durable

Published ・ Source Taiwan | 風傳媒

Taiwanese brand 小獅王辛巴 has launched a direct-drinking adult tumbler made with PPSU, drawing attention as a high-quality domestic alternative to Owala.

Companies mentioned:Owala、無印良品、小獅王辛巴

Today's (9/12) top news! Taiwanese travelers are skipping Japan, Thailand and South Korea for 1 country / 2026 Mid-Autumn Festival gifts from Taiwan's 6 special municipalities: up to NT$2,500 / 1 county or city offers NT$200 red envelopes open to everyone in Taiwan

Published ・ Source Taiwan | 風傳媒

Taiwanese travelers are shifting their overseas travel focus to the Philippines. The 6 special municipalities are offering Mid-Autumn Festival gifts of up to NT$2,500, Taoyuan is holding a night market promotion, long-term care subsidies are rising to NT$15,000 per month, and a plunge of more than 755 points in Taiwan stocks has drawn market attention.

People aged 55 and older, claim your money! Ministry of Labor to issue 2 payments, with up to NT$60,000 deposited; eligibility and amounts explained

Published ・ Source Taiwan | 風傳媒

Taiwan’s Ministry of Labor has significantly eased the requirements for its “Five-Five Employment Promotion Measures” to encourage reemployment among people aged 55 and older. Workers can now receive an incentive after 30 days of employment, and companies can apply for subsidies for hiring older workers throughout the year. The changes are expected to boost labor force participation among middle-aged and older people.

Who's leading the Kaohsiung race? Lai Jui-lung says he has “inside knowledge”; former DPP legislator reacts to new poll: “Congratulations, Ko Chih-en”

Published ・ Source Taiwan | 風傳媒

The 2026 Kaohsiung mayoral election is entering a crucial stage. KMT candidate Ko Chih-en and DPP candidate Lai Jui-lung are separated by just 0.3 percentage points in polling, making it a toss-up and drawing intense attention to the race.

Companies mentioned:東森民調雲股份有限公司、ETtoday民調雲

Original911事件25週年》百頁總統簡報檔案解密,CIA事前已知賓拉登想劫機襲美

Published ・ Source Taiwan | 風傳媒

To mark the 25th anniversary of the 911 attacks, the CIA has released about 100 pages of classified briefings sent to the president. The documents show that it had warned since 1998 of the possibility of an attack on the U.S. mainland using aircraft by bin Laden. A lack of information sharing is cited as a factor that prevented the attack from being stopped.

Companies mentioned:CIA、FBI

Jerry Yan still cannot overcome the grief of Big S’s death! More than 1 year after his friend passed away, he finally opened up: She is “someone I have always kept in my heart”

Published ・ Source Taiwan | 風傳媒

言承旭 has opened up for the first time since 大S’s death. He described her as “someone who is in my heart” and spoke of his deep grief.

Have elderly family members? Claim this money! “Government gives 15000 yuan per month”; applications open 9/14. Long-term care subsidy amounts, eligibility and how to apply

Published ・ Source Taiwan | 風傳媒

Taiwan’s 衛生福利部 is introducing a monthly accommodation subsidy of up to 15,000 yuan to support families of people with moderate or severe care needs and people with disabilities. The subsidy will apply retroactively from January 2026, with applications opening on September 14.

Companies mentioned:衛生福利部

Breaking the campaign ban? 蔣萬安 shares a stage with 民眾黨’s rising star; 黃國昌 reveals “blue-white cooperation model” after talks in Zhubei fall through

Published ・ Source Taiwan | 風傳媒

Taipei Mayor 蔣萬安 broke an internal party ban and appeared alongside 民眾黨 Chairman 黃國昌 to support councilor 張志豪, signaling an intention to cooperate across the blue and white camps and maximize seats in 2026.

Mainland China’s new entry and exit rules take effect 9/15! Does holding a Taiwan Compatriot Permit make you a “Chinese citizen”? 5 groups may be unable to return to Taiwan; phone checks could prevent people from leaving

Published ・ Source Taiwan | 風傳媒

China will implement new entry and exit rules on September 15, 2026, expanding the scope of exit restrictions and authorizing secret border controls. Taiwan authorities warned that risks are rising for technology companies and people with certain statuses, potentially affecting personal freedom and digital privacy.

Trump’s backers splash out 5,000 dollars! Lutnick says the U.S. can get by on just “two sources of income” and will not increase borrowing

Published ・ Source Taiwan | 風傳媒

Originalトランプ大統領が全米成人に5000ドル支給を公約し、ルトニック商務長官が財源として新カード販売とインテル株含み益を提示したが、財政赤字拡大の懸念が高まっている。

Companies mentioned:インテル、NBC、ブルームバーグ、タックス・ファウンデーション

Can gift certificates still be used after they expire? 消基會 warns: “Don’t throw them away”—they may still be valid in 1 situation, so don’t lose out

Published ・ Source Taiwan | 風傳媒

Gift certificates purchased by consumers remain usable even after their expiration dates. The Consumer Foundation has warned people not to mistakenly throw them away and urged consumers to protect their rights.

Companies mentioned:消費者文教基金会

Will the Fed raise rates by one notch or three? How should investors position themselves in Taiwan stocks? 阮慕驊 reveals a “buy signal”: one sector will be hit first

Published ・ Source Taiwan | 風傳媒

The U.S. CPI rose as expected to an annual rate of 3.4% in August, and the probability of a Fed rate hike reached 90%. Experts have warned of the impact on Taiwan stocks and analyzed how the market could respond depending on the size of a rate increase.

Transportation ministry announces major new rule! Nationwide implementation begins 9/11, with “instant fines of 100,000 for violations”—the latest rules at a glance

Published ・ Source Taiwan | 風傳媒

The Ministry of Transportation and Communications implemented the “Delivery Platform Traffic Safety Management Regulations” on September 11, requiring delivery platforms to provide traffic safety education and manage high-risk drivers. Violations are subject to penalties of up to 500,000 yen.

Labor Ministry launches new subsidy program! Eligible people across Taiwan can receive up to 62400 yuan. Living assistance amounts, application dates and how to apply

Published ・ Source Taiwan | 風傳媒

Taiwan’s Ministry of Labor has introduced a new living allowance program for the children of people who have lost their jobs involuntarily. The allowance can be received alongside education subsidies, providing support of up to 62,400 yuan.

Don’t travel only during long holidays! Woman wants to visit Japan but fears draining her savings; netizens strongly recommend “1 best time” to go: more fun and less expensive

Published ・ Source Taiwan | 風傳媒

A young woman considering traveling during a gap between jobs sparked debate about personal finances and life experiences. Most commenters supported making the most of youth to travel, saying experiences matter more than simply saving money.

How far apart are 蔣萬安 and 沈伯洋 in approval ratings? He assesses the “current effect” of 王偉忠’s interview: “Just ask whether he’ll run again if he loses”

Published ・ Source Taiwan | 風傳媒

沈伯洋, the DPP’s Taipei mayoral candidate, appeared on 王偉忠’s show and drew a large audience, but physician 沈政男 pointed to a gap between online popularity and actual support. He also questioned what would happen after an election defeat.

The UK and Arab royals lose out! Top 10 richest royal families in the world revealed: No. 1 has a fortune exceeding 1.6 trillion, and the winner may surprise you

Published ・ Source Taiwan | 風傳媒

Thailand’s royal family is the world’s wealthiest, with an estimated fortune of $52 billion. The British royal family ranks 10th and Saudi Arabia 3rd, with Asian royal families dominating the top rankings.

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