# AI News 180m Report｜2026-09-15 21:00–24:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 96 items from 4 sources; Japan, 29 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Finance Ministry rules that electromagnetic steel imports from China and South Korea were dumped; anti-dumping duties of up to 59% to be collected retroactively

- Published: 2026-09-15T21:43:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607196
- anchor: #n2760038
- Companies mentioned: 中鋼、POSCO、POSCO International Corporation、Donghwa Corporation、Hyosung TNC Corporation、TOYOTA Tsusho Korea Corporation

Taiwan’s Ministry of Finance announced a final determination to impose anti-dumping duties of up to 59.35% on imports of electrical steel from South Korea and China. The measure aims to protect domestic industry and was requested by 中鋼.

## Wall Street draws a line in the sand for U.S. stocks as 10-year Treasury yields enter the danger zone

- Published: 2026-09-15T21:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607215
- anchor: #n2760039
- Companies mentioned: Wells Fargo、Wealth Enhancement、Jackson Square Capital、22V Research、Wolfe Research、JPMorgan、Raymond James

The U.S. 10-year Treasury yield has topped 5% for the first time in 3 years. This is putting significant pressure on stocks, particularly high-growth shares, as markets watch for signals about the Federal Reserve’s future stance on rate hikes.

## Still charged for repairs after an upgrade causes a failure? Apple’s “software not covered by warranty” clause under investigation in India

- Published: 2026-09-15T21:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607137
- anchor: #n2760040
- Companies mentioned: Apple、ソニー、三星電子

India’s consumer protection agency is investigating warranty terms related to malfunctions after Apple’s iOS 18 update. Consumers have reportedly been charged high repair fees because software failures are not covered by warranties, raising concerns about possible violations of fair trade laws.

## 能率亞洲 completes 4.61億元 capital-raising plan; new shares to begin trading on the OTC market on 9/18

- Published: 2026-09-15T21:01:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607194
- anchor: #n2759789
- Companies mentioned: Agility Robotics、トヨタ自動車、第一金証券

能率亞洲 completed its first capital increase since listing on the OTC market, raising 4.61億元 for business expansion. The move signals confidence in strategic areas such as AI and robotics and strengthens its market position.

## Why are Google and Meta rising against the trend? Tech stocks under pressure as AI giants call for slower development

- Published: 2026-09-15T21:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606441
- anchor: #n2759790
- Companies mentioned: Anthropic、OpenAI、SpaceX、Alphabet、Meta、New Street Research

As Anthropic, OpenAI and SpaceX call for a slowdown in AI development, Alphabet and Meta shares have moved in the opposite direction. The market is beginning to take note of a reshaping of the AI race.

## Building a charging network around Taiwan; Ministry of Transportation: More than 1.6萬 public charging ports now in service

- Published: 2026-09-15T20:57:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607156
- anchor: #n2759791
- Companies mentioned: 高公局、公路局、台鐵公司

The Ministry of Transportation plans to expand the number of public chargers nationwide to 16,280 by July 2026, strengthening conditions for EV use. The vehicle-to-charger ratio exceeds European standards, helping ease concerns about long-distance travel.

## 永虹先進 shares plunge more than 6成 in a single day and are halted; here are the reasons

- Published: 2026-09-15T20:47:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607155
- anchor: #n2759792
- Companies mentioned: 統一綜合證券、康和綜合證券

永虹先進 shares plunged 64.8% in 1 day and trading was halted. The move followed the resignations of its directors and its lead and co-underwriters. Governance concerns are spreading through the market.

## 桂盟 plans private placement of 4500 lots of new shares to bring in strategic investors

- Published: 2026-09-15T20:45:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607154
- anchor: #n2759793

桂盟 plans a private placement of 4500萬 shares to bring in strategic investors and strengthen its technology and market positioning. The move reflects a recovery in the bicycle industry and has strategic significance for the company’s long-term development.

## 佳邦 reaches treasury-stock buyback target half a month early, spending 1.53億元 to repurchase 2000 lots at an average price of 76.56元

- Published: 2026-09-15T20:44:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607145
- anchor: #n2759794

Antenna and magnetic-components maker 佳邦 completed its treasury-stock buyback half a month early, spending 1.53億元 to repurchase 2000 lots at an average price of 76.56元. The move signals confidence in future operations, and the shares will be used for employee incentives.

## Foreign broker raises target price for 台灣大 as shares surge to a record 124元

- Published: 2026-09-15T20:41:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607142
- anchor: #n2759795
- Companies mentioned: 精誠資訊

A foreign brokerage raised its target price for 台灣大 to as high as 130元, helping drive the stock to a record 124元. The company’s Telco+Tech strategy is paying off, with first-half EPS reaching 2.86元 and operations leading peers.

## 統一 expands its owned fresh-food e-commerce brand portfolio, opening a flagship store on Yahoo購物

- Published: 2026-09-15T20:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607132
- anchor: #n2759796
- Companies mentioned: 統一集團、Yahoo購物、鮮拾、LOPIA、大成、築地一番鮮、十八養場、杰森食代

Facts:
- Up 3 times week over week
- Up 4 times
- More than 10,000 flagship fresh-food products
- Nearly 30% year over year
- Sales up 4 times
- Sales up nearly 90%

## Global markets face a double alarm: Oil tops $107 and 10-year Treasury yields climb above 5%

- Published: 2026-09-15T20:30:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607140
- anchor: #n2759797
- Companies mentioned: 高盛、ケイプコマクロ（Capital Economics）、Kpler

Attacks on Saudi Arabia’s energy facilities have tightened oil supplies. Brent crude has topped $107, and the U.S. 10-year Treasury yield has broken 5%, widening market unease.

## 〈Taiwan dollar〉Stocks and currency both hit: Panic sets in ahead of a super central-bank week, sending the currency down 1.6角 in its biggest decline in nearly half a year

- Published: 2026-09-15T20:25:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607138
- anchor: #n2759798
- Companies mentioned: 台積電、台達電、大立光、聯發科、聯電、國巨

Taiwan’s stock and foreign exchange markets plunged at the same time. The New Taiwan dollar fell to 31.848, recording its largest single-day depreciation in half a year. U.S. interest rate policy and conditions in the Middle East were factors.

## 13 financial holding companies rake in a record 5789億元 in the first 8 months; 富邦金 regains triple-crown status, with 5 companies already beating last year’s earnings

- Published: 2026-09-15T20:12:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607074
- anchor: #n2759799
- Companies mentioned: 富邦金控、国泰金控、台新新光金控、元大金控、凯基金控、永豐金控、兆豐金控、玉山金控、国票金控

By August 2026, Taiwan’s 13 listed financial holding companies had recorded combined net profit after tax of NT$578.907 billion, a record high. Fubon Financial again led in profits, and 5 companies surpassed their full-year profits from last year. The results reflect buoyant capital markets and strong performance in securities, signaling a recovery across the financial industry.

## Domestic equipment makes up 35% of China’s semiconductor-fab machinery, putting Korean companies under order pressure

- Published: 2026-09-15T20:11:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607131
- anchor: #n2759800
- Companies mentioned: ET News、研究機構

China’s drive to localize semiconductor equipment is accelerating, with domestic products accounting for 35% of equipment at wafer fabs. U.S. export controls and supply shortages are behind the shift, putting pressure on South Korean companies’ orders.

## Hsiao Bi-khim: Auto industry is an indispensable lifeline for Taiwan; government to support small and medium-sized enterprises on multiple fronts

- Published: 2026-09-15T20:07:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607120
- anchor: #n2759801
- Companies mentioned: 中華民國汽車商業同業公會全國聯合會

Vice President Hsiao Bi-khim met with representatives of the auto association, stressing that the automotive industry is a lifeline for Taiwan’s economy. The government will support small and medium-sized enterprises in areas including financing and labor to promote balanced development.

## 禾伸堂 spends 8.12億元 on equipment to accelerate expansion of AI power-supply MLCC capacity

- Published: 2026-09-15T20:06:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607121
- anchor: #n2759802
- Companies mentioned: ALPHADESIGN、輝達、NVIDIA

Taiwanese MLCC maker Holy Stone Enterprise is investing NT$812 million in Japanese-made inspection equipment to expand production capacity for high-end MLCCs used in AI servers. In anticipation of rising demand through 2030, it plans total equipment investment of NT$3 billion in Taiwan and Japan.

## 2026-09-15 institutional trading: (net buys) 高端疫苗 436 lots, 基亞 358 lots, 太景*-KY 341 lots; (net sells) 康霈* 863 lots, 睿生光電 643 lots, 大樹 168 lots - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90160&kind=20
- anchor: #n2759975
- Companies mentioned: 高端疫苗、基亞、太景*-KY、康霈*、睿生光電、大樹

## 2026-09-15 biotech stocks: (gainers) 圓祥生技 9.72%, 華廣 4.63%, 基亞 4.25%; (decliners) 沛爾生醫*-創 7.89%, 天良 5.6%, 漢達 3.94% - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90161&kind=20
- anchor: #n2759974
- Companies mentioned: 圓祥生技、華廣、基亞、沛爾生醫、天良、漢達

## 漢康-KY創 (7827) Chief Business Officer (CBO) Cong Yuehua resigns, effective 9/25 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90163&kind=21
- anchor: #n2759973
- Companies mentioned: 漢康-KY創

## 漢達 (6620) invited to attend an in-person investor meeting hosted by 凱基證券 on 9/16 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90164&kind=21
- anchor: #n2759972
- Companies mentioned: 漢達、凱基證券

Facts:
- Item 12

## 杏輝 (1734) invited to attend an investor briefing hosted by 國票綜合證券 on 9/16 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90165&kind=21
- anchor: #n2759971
- Companies mentioned: 杏輝、國票綜合證券

Facts:
- Date of occurrence: 115/09/16

## 台智雲 (7735) invited to attend 永豐金證券’s 2026 third-quarter industry summit forum on 9/16 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90166&kind=21
- anchor: #n2759970
- Companies mentioned: 台智雲、永豐金證券

Facts:
- 2026 third quarter
- Date of occurrence: 115/09/16

## 醣聯 (4168) invited to attend an investor briefing hosted by 統一綜合證券 on 9/17 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90167&kind=21
- anchor: #n2759969
- Companies mentioned: 醣聯、統一綜合證券

Facts:
- Date of occurrence: 115/09/17

## 醣聯 (4168) invited to attend an investor briefing hosted by 統一綜合證券 on 9/17 - Global Bio & Investment Monthly

- Published: 2026-09-15T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90167&range=news
- anchor: #n2759963
- Companies mentioned: 醣聯、統一綜合證券

Facts:
- Date of occurrence: 115/09/17