# AI News 180m Report｜2026-09-15 09:00–12:00 JST｜Page 9 of 9

One place for news and notices from 2 countries/regions: Japan, 779 items from 2 sources; Taiwan, 82 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 共和黨’s slim majority in jeopardy as Sen. Mitch McConnell returns after months of recovery

- Published: 2026-09-15T10:09:23+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609150027.aspx
- anchor: #n2746832
- Companies mentioned: 共和黨、聯邦參議院、北約、俄羅斯、烏克蘭、X、皮尤研究中心、中央社

Facts:
- 84-year-old McConnell
- The median age of senators is close to 65
- The median age in the House is close to 58

## Taiwan stocks opened down 15.25 points

- Published: 2026-09-15T10:04:16+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202609150024.aspx
- anchor: #n2746728

Facts:
- The weighted index stood at 45,847.27 points
- Trading value totaled NT$5.506 billion

## The New Taiwan dollar opened 2.2 cents lower at NT$31.71

- Published: 2026-09-15T10:04:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202609150025.aspx
- anchor: #n2746834
- Companies mentioned: 中央社

Facts:
- Down 2.2 cents
- At NT$31.71
- The opening trading range was NT$31.71 to NT$31.758

## California Gov. Gavin Newsom says he would step aside if Kamala Harris runs again in 2028

- Published: 2026-09-15T10:04:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609150026.aspx
- anchor: #n2746833
- Companies mentioned: CNN、紐約時報

## Wu Der-rong: Typhoon Dujuan is forecast to form on the 16th and turn toward Japan, not Taiwan

- Published: 2026-09-15T09:39:14+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202609150023.aspx
- anchor: #n2746548
- Companies mentioned: 中央社、中央大學、氣象應用推廣基金會、中央氣象署

Facts:
- The 24th typhoon, “Dujuan”
- It is forecast to move to waters south of Japan on the 20th

## Taiwan Stock Exchange plans dashboard covering margin trading, defaults and fundamentals

- Published: 2026-09-15T09:33:11+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202609150022.aspx
- anchor: #n2746539
- Companies mentioned: 台湾证券交易所、金管会

Facts:
- Taiwan’s stock market capitalization has risen to 5th globally
- The value of defaulted trades was only NT$9.118 million
- The number of people defaulting each day was about 20 or fewer

## Philadelphia Semiconductor Index falls nearly 6%, 台積電 ADR drops 3.52%; Taiwan stocks seen volatile

- Published: 2026-09-15T09:17:09+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202609150021.aspx
- anchor: #n2746418
- Companies mentioned: 台積電、日月光、谷歌、Meta、英特爾、美光、艾司摩爾、輝達、美國聯準會

Facts:
- 台積電 ADR falls 3.52%
- Taiwan stocks fell 322.33 points on the 14th
- Closing at 45,862.52 points
- Trading value of NT$630.917 billion
- The three major institutional investors recorded combined net sales of NT$49.703 billion
- Dealers recorded net sales of NT$15.092 billion
- Investment trusts bought a net NT$2.353 billion
- Foreign and mainland Chinese investors sold a net NT$36.964 billion
- The Aug. 31 low of 45,450 points

## 越南Grab恐抽5成司機發起罷工 政府調查是否違反競爭法

- Published: 2026-09-15T09:13:07+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609150020.aspx
- anchor: #n2746410
- Companies mentioned: Grab、VTC News、越南快報、VnExpress、Xanh SM、Be

Facts:
- The share taken from drivers could reach as much as 50% of the fare
- On a ride-hailing driver forum with more than 310,000 members
- Earnings were less than 150,000 Vietnamese dong after 5 hours of work
- A 4-to-5-kilometer trip pays only 11,000 to 12,000 Vietnamese dong
- Monthly income is about 30 million Vietnamese dong
- Grab currently pays car drivers just 4,000 to 5,000 Vietnamese dong per kilometer
- Motorbike riders receive 2,500 Vietnamese dong per kilometer
- Other platforms pay 6,000 to 7,000 Vietnamese dong per kilometer
- Grab said it charges commissions of 20% and 25% to motorbike and car drivers, respectively
- Xanh SM has a market share of about 40%
- Grab at about 36

## Vice President Hsiao visits Italy; French lawmaker backs her, saying Taiwan has its own leader and the visit to Europe is beyond dispute

- Published: 2026-09-15T09:12:05+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202609150019.aspx
- anchor: #n2746411
- Companies mentioned: 中央社、歐洲議會、法國外交部長、法國總統、新喀里多尼亞

## UAE pours money into space AI, building the world’s largest satellite infrastructure

- Published: 2026-09-15T08:58:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202609150018.aspx
- anchor: #n2746277
- Companies mentioned: 阿拉伯聯合大公國、Marlan Space、Loft Orbital、Orbitworks、Mistral、BlackSky、MaiaSpace、阿布達比國際控股集團、NASA噴射推進實驗室

Facts:
- Marlan Space, a company affiliated with 阿拉伯聯合大公國, will jointly invest $1 billion with U.S. company Loft Orbital
- Marlan Space, a company affiliated with 阿拉伯聯合大公國, will jointly invest $1 billion (about NT$31.7 billion) with U.S. company Loft Orbital
- 10 satellites have entered production
- The overall plan calls for the production of 50 satellites

## Check your bank account! The Ministry of Labor is issuing payments today: labor insurance pensions average NT$19,000 per person; see when 16 types of benefits will be deposited

- Published: 2026-09-15T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164563
- anchor: #n2747075

The Labor Ministry will begin disbursing 16 benefits, including national pension and labor insurance pension payments, on Sept. 15. The labor insurance pension covers 2.1 million people, with an average payment of 19,105 yen. It is important support for people’s livelihoods.

## Morning news roundup for 9/15! Dujuan could form as soon as today, China’s new entry and exit rules take effect today, and the Philadelphia Semiconductor Index closes down 5.86%

- Published: 2026-09-15T10:59:26+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164576
- anchor: #n2747076
- Companies mentioned: 費城証券取引所、サウジアラムコ

Several major news events occurred on the morning of Sept. 15, including the formation of Typhoon Dujuan, the implementation of new Chinese entry and exit rules, and a sharp drop in semiconductor stocks. The impact on people connected to Taiwan and tensions in the international situation are growing.

## More than the nationwide NT$10,000 payment is available! The Ministry of Labor is issuing payments of up to NT$120,000 per person; a guide to 2026 travel, transportation, sports and employment subsidies

- Published: 2026-09-15T10:59:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11162087
- anchor: #n2747077

In September 2026, Taiwan’s central and local governments announced subsidies and campaigns in areas including travel, employment, health, and pet support. The Labor Ministry’s cross-regional employment allowance of up to 126,000 yen has drawn particular attention.

## Retirement savings of NT$35 million and mortgage paid off! Yet the 68-year-old couple canceled a trip to return home for their children and grandchildren; her final words left her stunned

- Published: 2026-09-15T10:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11163926
- anchor: #n2747078
- Companies mentioned: THE GOLD ONLINE

A 68-year-old couple postponed and canceled a post-retirement trip when their son’s family returned home, but their remark that “we may not be here next year” dispelled assumptions on both sides and marked the beginning of a new family dynamic.

## Lu Shiow-yen’s opening move for the 2028 presidential election? Scholar analyzes latest Taichung poll and “4 key considerations”: her tactics have grown sharper

- Published: 2026-09-15T10:52:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164575
- anchor: #n2747079

Taichung Mayor Lu Shiow-yen is promoting a broad opposition alliance. A scholar says the move could help the Kuomintang consolidate its position and hints at her ambitions for the 2028 presidential election. Polls show Chiang Chi-chen far ahead of Ho Hsin-chun.

## The Himalayas’ “Third Pole” sounds the alarm: glacier loss accelerates 65%; what risks does this pose to India’s economy?

- Published: 2026-09-15T10:50:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164567
- anchor: #n2747080
- Companies mentioned: Systemiq、Integrated Mountain Initiative、ICIMOD、GB Pant National Institute of Himalayan Environment

The rate of Himalayan glacier melt has increased by 65% compared with 10 years ago. Water resources that support 20% of India’s economy are at risk, and 56 glacial lakes have been rated “extremely high risk.”

## Graphic | China’s new entry and exit rules take effect: Will “5 categories of people” who travel to the mainland be unable to return? Why has Taiwan’s Mainland Affairs Council not raised its travel alert?

- Published: 2026-09-15T10:46:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164574
- anchor: #n2747081

China’s new entry and exit regulations took effect on Sept. 15, and Taiwan authorities warned that 5 categories of people, including semiconductor engineers, face high risks. However, the travel advisory remains at its current orange level.

## Architects’ association backs “one of its own”! Su Chiao-hui: Establish an Urban Renewal Bureau to speed up redevelopment

- Published: 2026-09-15T10:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164530
- anchor: #n2747082

The New Taipei City Architects Association publicly endorsed Legislator Su Chiao-hui’s mayoral bid, praising her longstanding support for the industry. Su pledged to establish an Urban Renewal Bureau and review construction costs to raise the value of architectural expertise.

## Payments for seniors aged 65 and over! One location is issuing 2 ceremonial payments, with up to NT$60,000 in cash per person; see eligibility and how to claim

- Published: 2026-09-15T10:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11163454
- anchor: #n2747084

Baoshan Township in Hsinchu County, Taiwan, has expanded its longevity and birthday cash gifts for people aged 65 and older. Those aged one hundred and above can receive up to 60,000 yen a year. The measure aims to strengthen local welfare.

## The politics of sweeping streets! Hsueh Chao-chi: A city must have no blind spots; when you see a problem, you can’t pretend you didn’t

- Published: 2026-09-15T10:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164528
- anchor: #n2747083

Kaohsiung City Council candidate Hsueh Chao-chi gained attention after his wife shared his “politics of sweeping streets.” His practical outlook—that “when you see a problem, you can’t pretend you didn’t”—extends from household chores to urban governance.

## It wasn’t just to keep off the rain! The story behind canopies set up outdoors for banquets and funerals: many people don’t know

- Published: 2026-09-15T10:29:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11163783
- anchor: #n2747085
- Companies mentioned: 國家文化記憶庫、國立臺灣歷史博物館、國史館臺灣文獻館、屏東縣高樹鄉公所、高雄市立美術館、雲林縣政府

Facts:
- A 1969 wedding banquet photograph preserved by 國家文化記憶庫
- Footage of a 1974 outdoor opera performance preserved by 國家文化記憶庫
- Around the 1970s

## 2026 Mid-Autumn Festival payments are coming! Eligible residents in 13 counties and cities across Taiwan can receive up to NT$12,000; see payment amounts and deposit dates

- Published: 2026-09-15T10:28:14+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164454
- anchor: #n2747086

For the 2026 Mid-Autumn Festival, 13 cities and counties in Taiwan are providing cash gifts to older people and low-income residents. The maximum is 12,000 yuan, with eligibility and amounts varying by region. The program has drawn attention as a social support policy.

## 科技大廠新必爭之地？謝金河曝美光吞力積電廠區現況：不只聯發科要蓋資料中心

- Published: 2026-09-15T10:24:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164570
- anchor: #n2747087
- Companies mentioned: 美光、力積電、聯發科、聯詠、台積電、兆捷科技

米国マイクロンが力積電の苗栗工場を買収し、2028年量産開始予定。謝金河氏が銅鑼科学園区の変化を指摘。台湾半導体産業の再編と地域経済への影響が注目される。

## Are Chinese satellites responsible for U.S. military deaths? Washington has key evidence, but Trump is playing it down: “We’re monitoring them too”

- Published: 2026-09-15T10:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164562
- anchor: #n2747088
- Companies mentioned: 長光衛星技術公司、杭州覓熵科技、北京沐美星空

Iran attacked U.S. military bases using Chinese satellite imagery, killing 3 U.S. soldiers. The United States presented evidence, but China denied the claim. The Trump administration is prioritizing talks and taking a low-key approach.

## Weather: A change across Taiwan! The northeasterly monsoon moves in, bringing a “sharp drop in temperatures and damp, cool weather.” Will Typhoon Dujuan affect Taiwan? Latest projected path revealed

- Published: 2026-09-15T10:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164561
- anchor: #n2746660
- Companies mentioned: 中央氣象署、天氣風險 WeatherRisk

Temperatures in Taiwan have plunged under the influence of the northeasterly monsoon, bringing damp, cool weather. No. 24 Typhoon Dujuan is expected to form and head toward Japan, with no direct impact on Taiwan. People should watch out for temperature swings and strong winds at sea.

## 歷史新新聞》蔣萬安外婆章亞若的悲劇 人生以被謀殺結束、周圍人也深陷政治詛咒

- Published: 2026-09-15T09:40:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/5552950
- anchor: #n2746661
- Companies mentioned: 風傳媒、中國時報、新新聞、聯合報

Chiang Wan-an’s grandmother, Chang Ya-jo, was born as Chiang Ching-kuo’s mistress and died under mysterious circumstances. Her life has become a symbol of political persecution and continues to cast a shadow over contemporary Taiwanese politics.

## China’s new entry and exit rules take effect today, 9/15! Does holding a Taiwan Compatriot Permit mean being treated as a “Chinese citizen”? The MAC reveals 5 categories of people who may not be able to return; the Taiwan Affairs Office responds

- Published: 2026-09-15T09:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164356
- anchor: #n2746662
- Companies mentioned: 中華亞太菁英交流協會、大陸委員会、国台办

中国大陸の出入国新規が9月15日施行され、台湾関係者やハイテク人材の渡航リスクが高まっている。陸委会は5類の高リスク対象を警告し、国台办は「危言聳聽」と反論。

## Is the “AI threat” all fake? Trump says AI needs no more regulation, denouncing safety concerns as a “hoax”

- Published: 2026-09-15T09:32:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164559
- anchor: #n2746663
- Companies mentioned: Anthropic、Nvidia、Microsoft、OpenAI

Former President Trump opposed AI regulation and criticized safety concerns as “a pretext.” Meanwhile, Anthropic and OpenAI called for a slowdown in development, bringing divisions within the United States into the open.

## In an op-ed for foreign media, Lin Chia-lung warns of the risk of international order collapsing and calls for UN reform: Include Taiwan and restore international trust

- Published: 2026-09-15T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164440
- anchor: #n2746664

Taiwan Foreign Minister Lin Chia-lung wrote in international media, warning of the risk of the international order collapsing. He called for Taiwan’s participation through UN reform and urged the restoration of international trust.

## Behind the scenes: The Hai Kun submarine dives deeper and deeper as the “submarine overlord” faction is rooted out

- Published: 2026-09-15T09:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164064
- anchor: #n2746665
- Companies mentioned: 台湾船舶

台湾船舶の海昌工場長・柳思巍氏が、国産潜水艦『海鯤号』のテスト最終段階でプロジェクトマネージャーに異動。これは内部勢力の排除を意味し、防衛産業に大きな影響を与える。

## “Gambling with our lives”? Microsoft president also weighs in: Ensure AI remains under “human control”

- Published: 2026-09-15T09:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164409
- anchor: #n2746666
- Companies mentioned: Anthropic、OpenAI

Microsoft CEO Satya Nadella stressed that human control and benefit are essential to developing superintelligence. He advocated building an ecosystem to distribute the benefits of AI widely. The statement underscores the importance of AI ethics and corporate leadership.

## Six Charts on Wall Street: A guide ｜A rate hike is all but certain! The Fed’s mouthpiece: The question now is, exactly how many times should rates be raised...

- Published: 2026-09-15T09:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164407
- anchor: #n2746282
- Companies mentioned: Pimco、MDアンダーソン癌センター、Apple、Anthropic

While a Federal Reserve rate hike is widely expected, reports have also covered calls to slow AI development, the rise of low-cost CAR-T therapy in China, worsening perceptions of living standards in the United States, and changing attitudes toward cosmetic surgery. The intersection of major policy issues and social trends has come into focus.

## Parents give a house to their children and even pay the land value increment tax and deed tax for them! Why did this result in an additional 1 million in taxable gifts? The tax bureau explains

- Published: 2026-09-15T08:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164201
- anchor: #n2746283
- Companies mentioned: 財政部臺北國稅局

A Taiwanese father gave his daughter real estate worth 12 million yen and also paid 1 million yen in taxes on her behalf. The tax payment was treated as a new gift, increasing the gift tax by 100,000 yen. The National Taxation Bureau explained that because the recipient is responsible for the tax burden, paying it on her behalf constitutes a gift.

## Commentary: Chiang Wan-an’s DNA

- Published: 2026-09-15T08:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164553
- anchor: #n2746285

Controversy over the ancestry of Taipei Mayor Chiang Wan-an has resurfaced. The past DNA issue has reemerged amid an election, prompting suspicions of political motives.

## OTC: 富喬物業管理顧問公司 to begin trading on the Taipei Exchange Emerging Stock Board on the 16th

- Published: 2026-09-15T11:01:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606573
- anchor: #n2747015
- Companies mentioned: OTC、富喬物業管理顧問公司

富喬物業管理顧問公司 will be listed on the Taipei Exchange Emerging Stock Board on September 16. It focuses on residential rental management services, offering a one-stop management platform that brings together the needs of landlords and tenants and promotes the digitalization of the rental market.

## Trump says he is willing to negotiate with Iran; countries should provide the US with “escort compensation”

- Published: 2026-09-15T11:01:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606515
- anchor: #n2747016

Former President Trump said he was “open” to negotiations with Iran while demanding that other countries compensate the United States for its escort operations in the Strait of Hormuz. He criticized the Biden administration, blaming it for high prices.

## Coinbase bets on a new standard for tokenized stocks; Nasdaq invests $100 million to fight back

- Published: 2026-09-15T11:01:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606569
- anchor: #n2747017
- Companies mentioned: Coinbase Global、Nasdaq、Kraken、Payward

Coinbase is developing a tokenized stock standard linked to actual shares. Nasdaq is countering with a $100 million investment. The battle for leadership over financial infrastructure is gathering pace.

## 〈台股開盤〉日韓股市翻紅激勵拚回4萬6 台積電除息行情硬挺

- Published: 2026-09-15T10:42:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606553
- anchor: #n2747018
- Companies mentioned: 台積電、聯電、台達電、大立光、玉晶光、欣興、景碩、南電、統一證券、國票證券、強茂、德微、廣閎科

台股受台積電除息行情與日韓股市反彈激勵，早盤翻紅突破4.6萬點，惟成交量萎縮反映投資人觀望。此動向凸顯市場對美升息與地緣風險的擔憂。

## Trump: Russia and Ukraine agree not to attack each other’s energy targets

- Published: 2026-09-15T10:19:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606446
- anchor: #n2747019

U.S. President Trump announced that Ukraine and Russia had agreed not to attack each other’s energy facilities. The agreement comes amid efforts to address soaring global energy prices.

## Nvidia puts the brakes on Anthropic! Fable may only be used for low-sensitivity tasks, while core operations switch to in-house AI

- Published: 2026-09-15T10:16:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606514
- anchor: #n2747020
- Companies mentioned: Nvidia、Palantir、Booz Allen、Anthropic、OpenAI、Microsoft、AWS、Google Cloud

Nvidia, Palantir, and Booz Allen have restricted the use of Anthropic’s AI model Fable. The move followed a change to its data retention policy in June, amid growing concerns about protecting sensitive information. The focus of AI adoption is shifting from performance to data sovereignty.

## Saudi Arabia’s key oil pipeline is attacked and damaged; main transport capacity could be halted for weeks

- Published: 2026-09-15T09:50:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606437
- anchor: #n2746580
- Companies mentioned: Sparta Commodities SA、DBS銀行

A major Saudi Arabian oil pipeline has been attacked, and repairs are expected to take several weeks. Oil exports could be affected.

## Holding firm to the hundred-billion revenue target! Broadcom CEO responds to Anthropic’s safety warning: AI is just a tool; computing demand is secure

- Published: 2026-09-15T09:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606483
- anchor: #n2746581
- Companies mentioned: Anthropic、Google、OpenAI、iShares

Broadcom CEO Hock Tan reiterated that the revenue target of a hundred billion dollars for fiscal 2027 to 2028 remains unchanged. Responding to the Anthropic CEO’s warning about AI risks, he emphasized that demand for AI computing power will remain strong over the long term and that market fluctuations will not affect long-term projections.

## Is 00400A worth investing in? Active ETFs target AI and high dividends; what other attractions lie behind monthly payouts?

- Published: 2026-09-15T09:35:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606486
- anchor: #n2746582
- Companies mentioned: 国泰投信

国泰投信の主動式ETF『00400A』がAI成長株と高配息戦略を融合し、月配息型として注目を集めている。台股の主動式ETF市場が4,700億円超に拡大する中、専門的な選定能力が投資家の関心を呼んでいる。

## Don’t fear record-high bond yields! If GDP isn’t in recession, it’s all false headwinds; supply chain shortages could create greater opportunities in 2027!?

- Published: 2026-09-15T09:30:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6605677
- anchor: #n2746584
- Companies mentioned: マイクロソフト、NVIDIA、デル、高盛、創意、聯發科、日月光、京元電、欣興、臻鼎-KY、台光電、聯茂、台燿、奇鋐、健策、鴻海、光寶科、順德、頎邦

U.S. Treasury yields are rising, but because GDP has not contracted, this is a false negative signal. AI-related companies are performing well, and supply shortages across the supply chain are expected to worsen in 2027. Taiwanese companies stand to benefit.

## Price gap exceeds 25%! Korean hedge fund urges Samsung to launch a share buyback and cancel preferred shares

- Published: 2026-09-15T09:30:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606468
- anchor: #n2746583
- Companies mentioned: Life Asset Management

A South Korean hedge fund has called on Samsung Electronics to buy back shares and cancel preferred shares. The price gap exceeds 25%, and the aim is to increase shareholder value. The move is a significant strategic pressure.

## Apple’s new phones have launched in China below their list price for 3 consecutive years

- Published: 2026-09-15T09:28:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606292
- anchor: #n2746585
- Companies mentioned: 拼多多、淘宝、中国移动、天猫

Apple’s iPhone 18 Pro fell below its launch price on its first day on sale in China, as e-commerce platforms used subsidies and discounts to lower prices. This has happened for 3 consecutive years, reflecting intensifying market competition and greater consumer bargaining power.

## Key US stock market news summary, September 15, 2026

- Published: 2026-09-15T09:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606037
- anchor: #n2746206
- Companies mentioned: 輝達、美光、Anthropic、OpenAI、xAI

The U.S. 10-year Treasury yield has topped 5% for the first time in 3 years, raising concerns in financial markets. Semiconductor stocks fell amid calls to slow AI development, while security stocks rose against the trend. Trump held a public discussion with CEO Jensen Huang.

## Revenue flash: Overview of August revenue at major Taiwan-listed companies on September 15, 2026 (135 companies added)

- Published: 2026-09-15T08:55:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606444
- anchor: #n2746207
- Companies mentioned: 三商、華邦電、鼎固-KY、潤隆、台汽電、鴻華先進-創、南亞科、統一證、明泰、力鵬、國喬

2026年9月15日、台湾の資本金50億以上の大手企業234社が8月の売上高を発表。三商や華邦電が大幅な増収を達成し、半導体や百貨業の好調が目立つ。

## Refusing to hit the brakes! China pushes back against calls to slow AI, saying “panic” could disrupt global AI governance

- Published: 2026-09-15T08:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606421
- anchor: #n2746208
- Companies mentioned: Anthropic、OpenAI、SpaceX、SoftBank Group

China pushed back against U.S. calls to slow AI development, criticizing “panic” as an obstacle to global governance. AI has become a main arena of technological and security competition between China and the United States, with policy divisions coming into the open.

## Economist warns US stocks could plunge 72%! A “4-stage” forecast for US stocks: first a wild rally, then a crash

- Published: 2026-09-15T08:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6605347
- anchor: #n2746209
- Companies mentioned: Swissblock、Business Insider、NAR、Primerica、Fitch

Danish economist Henrik Zeberg warned that U.S. stocks would surge at the end of 2026, then plunge 72% and lead to a recession. He pointed to the risk that an AI bubble bursting could spill over into the financial system.

## An oil tanker hits a mine and explodes while crossing the Strait of Hormuz; Iran’s Revolutionary Guard reiterates that it has imposed a blockade

- Published: 2026-09-15T08:20:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606420
- anchor: #n2746210

A Panama-flagged oil tanker struck a mine and exploded in the Strait of Hormuz. Iran’s Islamic Revolutionary Guard Corps reaffirmed its closure of the strait, heightening risks to Middle Eastern energy supplies. The shutdown of a Saudi pipeline has also pushed up crude oil prices.

## Why are investors panicking as U.S. Treasury yields hit 5%? Experts warn of potential shocks to stocks and higher AI investment costs

- Published: 2026-09-15T08:11:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6605348
- anchor: #n2746211
- Companies mentioned: ING、盈透證券、房地美、ICE BofA、HSBC

The U.S. 10-year Treasury yield is nearing 5%, raising concerns about the stock market and higher costs for AI-related investment. This could worsen borrowing conditions and lower valuations for risk assets.

## 〈New York Currency Market〉 Oil prices surge, Fed rate hike imminent; dollar climbs

- Published: 2026-09-15T08:05:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606038
- anchor: #n2746212
- Companies mentioned: ING、CME Group、Mitsubishi UFJ Financial Group (MUFG)、Scotiabank

Geopolitical tensions in the Middle East pushed oil prices higher, while increased demand for safe-haven assets strengthened the dollar. Markets expect the Fed to raise rates this week, and the yen fell past 154. The moves reflect global financial markets’ heightened sensitivity to energy and monetary policy.

## 【威宏-KY】Announcement regarding the maturity of 威宏-KY Co., Ltd.’s second secured convertible corporate bond (abbreviated name: 威宏二KY; code: 84422) on Oct. 19, 115, and the termination of over-the-counter trading on Oct. 20, 115, and related matters

- Published: 2026-09-14T22:38:07+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=8442&year=115&month=9&b_date=1&e_date=31&seq_no=1&spoke_time=213807&spoke_date=20260914
- anchor: #n2746280
- Companies mentioned: 威宏-KY

威宏-KY announced that its second secured convertible corporate bond will mature on Oct. 19, 115, and be repaid in full, along with related matters concerning the termination of trading.

## 【中信金】China Trust Financial Holding Co., Ltd. announces its and its major subsidiaries’ unaudited earnings for the eighth month of fiscal year 115

- Published: 2026-09-14T21:25:28+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2891&year=115&month=9&b_date=1&e_date=31&seq_no=1&spoke_time=202528&spoke_date=20260914
- anchor: #n2746279
- Companies mentioned: 中信金、中國信託銀行、台灣人壽

中信金 announced unaudited earnings for the eighth month of 115 and the cumulative first 8 months. Consolidated pretax earnings were 12.222 billion yuan and 67.384 billion yuan, respectively.

## 【天鈺】Announcement by 天鈺, on behalf of major subsidiary 深圳天德鈺科技 Co., Ltd., regarding the disposal of securities

- Published: 2026-09-14T20:51:41+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4961&year=115&month=9&b_date=1&e_date=31&seq_no=1&spoke_time=195141&spoke_date=20260914
- anchor: #n2746278
- Companies mentioned: 天鈺、深圳天德鈺科技、華西證券

The summary of this item is not shown

## 【光麗-KY】Announcement and filing under Article twenty-two, Paragraph one, Subparagraphs two and three of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

- Published: 2026-09-14T20:10:51+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6431&year=115&month=9&b_date=1&e_date=31&seq_no=2&spoke_time=191051&spoke_date=20260914
- anchor: #n2746203
- Companies mentioned: 光麗-KY、上海儀玳化妝品有限公司

光麗-KY公告對子公司上海儀玳化妝品新增資金貸與15,892仟元。此舉旨在調整集團營運規劃與資金配置。

## 莫德納台灣 holds its first mRNA Asia Science Forum, focusing on applications in infectious diseases, cancer and rare diseases - Global Bio & Health Monthly

- Published: 2026-09-14T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90131
- anchor: #n2747362
- Companies mentioned: 莫德納、莫德納台灣、國家衛生研究院、中央研究院生醫轉譯研究中心

Facts:
- A total of 12 mRNA researchers from Taiwan, Japan, South Korea, Hong Kong, Australia and other places
- Inaugural 2026 mRNA Asia Science Forum (TaiwanmRNAResearchDay)
- Continuing the collaboration with 中央研究院生醫轉譯研究中心 over the past 3 years to jointly organize

## Changhua Christian Hospital adopts NVIDIA B200 to build a high-performance computing platform and expand AI computing capacity for smart healthcare - Global Bio & Investment Monthly

- Published: 2026-09-14T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90133
- anchor: #n2747361
- Companies mentioned: 彰化基督教醫院、NVIDIA

Facts:
- The Changhua Christian Hospital system includes two medical centers and six affiliated branches.

## 共信 partners with TSIR to promote tumor ablation technology for companion animals - Global Bio & Investment Monthly

- Published: 2026-09-14T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90126
- anchor: #n2747360
- Companies mentioned: 共信醫藥、台灣介入放射線學會、TSIR

Facts:
- 共信醫藥 (6617)

## What to do about a blocked heart stent? A guide to coronary heart disease, sudden-death risks and coronary artery bypass surgery from a cardiovascular surgeon

- Published: 2026-09-15T10:18:49+09:00
- Source: Taiwan | 照護線上
- Original: https://www.careonline.com.tw/2026/09/cabg-260915.html
- anchor: #n2747329
- Companies mentioned: 林口長庚

Facts:
- Can significantly improve long-term survival rates