# AI News 180m Report｜2026-09-16 09:00–12:00 JST｜Page 10 of 10

One place for news and notices from 2 countries/regions: Japan, 778 items from 2 sources; Taiwan, 158 items from 7 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## A pivotal moment in the AI race! Jensen Huang invited to Trump’s state dinner in Washington as U.S.-China leader diplomacy draws attention.

- Published: 2026-09-16T10:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607505
- anchor: #n2772397
- Companies mentioned: NVIDIA、SpaceX、Apple

NVIDIA CEO Jensen Huang was invited to a state banquet hosted by President Trump in honor of President Xi Jinping. The U.S.-China competition over AI forms the backdrop, drawing attention to the diplomatic role of technology leaders.

## Nearly 100% of Mexico’s AI equipment is shipped to the U.S. Washington applies pressure: exclude Chinese hardware.

- Published: 2026-09-16T10:41:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607577
- anchor: #n2772398

The United States has urged Mexico to introduce new rules to exclude Chinese-made AI hardware. The move aims to prevent tariff evasion and could have a major impact on North American trade.

## Revenue doubles for 3 consecutive months! How Yuxiang, with 40 years of experience, is transforming the semiconductor consumables business with regenerated filters—and why major manufacturers are buying in.

- Published: 2026-09-16T10:39:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607651
- anchor: #n2772399
- Companies mentioned: 台積電、中美晶、崇越科技

Taiwanese microcontamination-control equipment maker 鈺祥 has doubled its revenue for 3 consecutive months through regenerative filter technology and a leasing model. It aims to go public in the first quarter of 2027.

## Tesla’s new Roadster expected to debut on 10/1. Musk: “It’s guaranteed to be exciting.”

- Published: 2026-09-16T10:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607461
- anchor: #n2772400
- Companies mentioned: SpaceX

The summary of this item is not shown

## Bloomberg: China has completed more than half of its commitment to buy U.S. soybeans.

- Published: 2026-09-16T10:12:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607532
- anchor: #n2772401
- Companies mentioned: StoneX、Futures International LLC、FarmProgress

China has met more than half of its annual target for purchases of U.S. soybeans, accelerating exports. This is good news for U.S. agriculture, but the outlook remains uncertain amid tensions in U.S.-China relations.

## The “tungsten scramble” is back! Overseas and domestic prices differ by more than a million, while a turnaround in Chinese miners’ performance under export controls remains to be proven.

- Published: 2026-09-16T10:10:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607512
- anchor: #n2772402
- Companies mentioned: 翔鷺タングステン、中タングステン高新、章源タングステン、The Elmet、Tungsten West、中船特気

Chinese tungsten-related stocks have risen again. Stronger overseas policies and widening price gaps are behind the gains, but the prospects for turning around earnings under export restrictions remain uncertain.

## Micron unveils the world’s first 512GB DDR5 memory module, with mass production expected in the second half of 2027.

- Published: 2026-09-16T09:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607486
- anchor: #n2771947
- Companies mentioned: AMD、Intel

Micron has developed the world’s first 512GB DDR5 memory module and announced plans for mass production in the second half of 2027. The product is aimed at AI and data centers, and the company is working with AMD and Intel.

## So what if oil tops $100 and Treasury yields hit 5%? A closer look at the real downside risks: what comes next?

- Published: 2026-09-16T09:49:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607595
- anchor: #n2771948
- Companies mentioned: 台積電、日月光投控、廣達、奇鋐、欣興、聯亞、聯發科、信驊

Crude oil falls below $100 and Treasury yields approach 5%, raising concerns that AI investment could cool. Analysts say investors should focus on AI core stocks with real earnings growth, such as 台積電 and 廣達, rather than retreating from the market altogether.

## Investors are lining up to invest! OpenAI reportedly in talks for new funding, with valuation surging to $1.2 trillion, up 41%.

- Published: 2026-09-16T09:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607504
- anchor: #n2771949
- Companies mentioned: Anthropic、SpaceX

After receiving an offer from an investor, OpenAI is seeking a valuation of $1.2 trillion in a new funding round. That is up 41% from March, and a public listing is expected no earlier than 2026.

## Behind resilient U.S. consumer spending: wages and inflation locked in a tug-of-war, and inflation is winning.

- Published: 2026-09-16T09:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607463
- anchor: #n2771950
- Companies mentioned: Oxford Economics

Real wages in the United States have fallen since February, with inflation outpacing wage growth. This points to declining consumer purchasing power and the risk of slower economic growth, while dependence on consumption led by wealthy households is drawing particular concern.

## Crypto bill fails to clear the U.S. Senate! Bitcoin falls more than 5%, its biggest drop since June, while Ether plunges more than 8.3%.

- Published: 2026-09-16T09:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607513
- anchor: #n2771951
- Companies mentioned: CFTC、米財務省

A U.S. cryptocurrency regulation bill was rejected by the Senate, sending markets into turmoil. Bitcoin and Ether fell sharply, recording their biggest declines since June.

## Call to slow AI development sparks Trump backlash! Anthropic executives reportedly meet with U.S. officials to address safety risks.

- Published: 2026-09-16T09:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607492
- anchor: #n2771952
- Companies mentioned: Anthropic、OpenAI、SpaceXAI

Tensions have risen between Anthropic and the Trump administration over AI development safety, and senior company executives met with officials from the U.S. Defense and Commerce Departments. The CEO argues that the pace of AI development should slow, while President Trump has taken the opposing position.

## Key U.S. stock market news summary, September 16, 2026.

- Published: 2026-09-16T09:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607052
- anchor: #n2771953
- Companies mentioned: 甲骨文、Coinbase、Tesla、SpaceX

The 10-year U.S. Treasury yield topped 5%, unsettling bond markets. Cryptocurrency-related and AI stocks were also affected, with 甲骨文 and Coinbase falling. Elon Musk’s suggestion that Tesla and SpaceX could merge also drew attention.

## 台積電 expands its 2-nanometer reach in the smartphone market; MediaTek’s first flagship chip to launch in October.

- Published: 2026-09-16T09:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607511
- anchor: #n2771582
- Companies mentioned: 台積電、高通、小米、Oppo、Vivo、蘋果

MediaTek unveiled its first flagship Dimensity 9600 Pro chip built on 台積電’s 2-nanometer process, targeting the premium Android smartphone market. It is expected to launch in October, setting up a direct contest with 高通.

## Revenue flash: August revenue roundup for major Taiwanese companies, September 16, 2026 (15 companies added).

- Published: 2026-09-16T08:55:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607524
- anchor: #n2771583
- Companies mentioned: 三商、元大金、合庫金、富邦金、中再保、潤隆、台汽電、鴻華先進、南亞科、統一證、明泰、力鵬

Sales figures for 240 major Taiwanese companies in August 2026 were released, with 三商 and 潤隆 recording exceptionally strong growth. Financial services, trade and semiconductor industries are in focus as signs of a market recovery emerge.

## Ramping up AI while warning of its risks! Tech giants fear AI could spiral out of control, and Salesforce’s CEO joins the calls for caution.

- Published: 2026-09-16T08:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607500
- anchor: #n2771584
- Companies mentioned: Salesforce、Anthropic、OpenAI、xAI、NVIDIA、Microsoft、Alphabet、Amazon

Salesforce CEO Marc Benioff has warned about the risks of AI, even as the company aggressively rolls out AI agent products. The situation reflects the dilemma companies face between advances in AI and their social impact.

## 10-year Treasury yields above 5% do not necessarily mean a stock-market crash. Strategist favors “these three types of stocks.”

- Published: 2026-09-16T08:40:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607439
- anchor: #n2771585
- Companies mentioned: DataTrek Research

The 10-year U.S. Treasury yield has exceeded 5%, unnerving investors, but Colas of DataTrek Research sees this as a repricing of interest rates that strengthens the sustainability of economic growth. He favors software, energy and financial stocks.

## U.S. media proposes a U.S.-China “strategic reset”: Trump gives up Taiwan in exchange for China withdrawing from “these 2 countries.”

- Published: 2026-09-16T08:30:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606825
- anchor: #n2771586
- Companies mentioned: ワシントン・フォーカス

U.S. media have proposed a “strategic reset” between the U.S. and Chinese leaders. The aim is to build a framework for long-term coexistence through mutual concessions over Taiwan, the Senkaku Islands, Venezuela and Cuba. The proposal suggests that geopolitical tensions could ease.

## Musk calls for U.S. and Chinese AI companies to cross-review each other’s models to avoid “grading their own homework.”

- Published: 2026-09-16T08:12:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607446
- anchor: #n2771587
- Companies mentioned: xAI、OpenAI、Anthropic、Google、Meta、Microsoft

Elon Musk has proposed cross-company safety reviews of AI models before release by xAI, OpenAI, Google, Meta and leading Chinese AI companies. The aim is to improve the detection of risks through mutual verification among competitors.

## Jensen Huang says NVIDIA’s management philosophy is “Taiwanese-parent-style education”; he hopes to “die at his post.”

- Published: 2026-09-16T08:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6606640
- anchor: #n2771588
- Companies mentioned: Flexion Robotics、INT21

NVIDIA CEO Jensen Huang explained his “Taiwanese-parent-style” management philosophy. Despite tough feedback, the company’s turnover rate is just 2.5%, helping retain employees.

## Stocks could still rise this year, but may plunge 21% next year! Analyst warns U.S. stocks have entered the “late stage of a bubble.”

- Published: 2026-09-16T08:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6605577
- anchor: #n2771589
- Companies mentioned: Capital Economics、Rockefeller International

Analysts are warning that the AI-driven rally in U.S. stocks has reached the “late stages of a bubble.” After gains through 2026, stocks are forecast to fall by as much as 21% in 2027, prompting growing calls for investors to be cautious.

## 【株式会社キングジム】Annual Securities Report—78th Fiscal Period (2025/06/21–2026/06/20)

- Published: 2026-09-16T10:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z29T,,
- anchor: #n2771946
- Companies mentioned: 株式会社キングジム

キングジム filed its annual securities report for the 78th fiscal period. It posted higher revenue and profit, with net income for the period exceeding 1 billion yen.

## 【三菱ＵＦＪアセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—47th Fiscal Period (2025/12/18–2026/06/17)

- Published: 2026-09-16T09:15:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YXTF,,
- anchor: #n2771729
- Companies mentioned: 三菱ＵＦＪアセットマネジメント株式会社

三菱UFJアセットマネジメント filed its annual securities report for the 47th fiscal period, disclosing the operating status of its Eurozone government bond index fund.

## 【ＳＢＩ岡三アセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—26th Fiscal Period (2025/12/18–2026/06/17)

- Published: 2026-09-16T09:15:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YASU,,
- anchor: #n2771728

ＳＢＩ岡三アセットマネジメント filed the 26th-period annual securities report for “新経済成長ジャパン.” Net assets exceeded 8.8 billion yen, and net income for the period was 2.1 billion yen.

## 【ゴールドマン・サックス・アセット・マネジメント株式会社】Amended Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—22nd Fiscal Period (2025/08/20–2026/02/19)

- Published: 2026-09-16T09:11:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z215,,
- anchor: #n2771720

ゴールドマン・サックス・アセット・マネジメント filed an amended annual securities report for the 22nd period of its investment trust, disclosing the financial position of its assets under management.

## 【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—19th Fiscal Period (2025/12/24–2026/06/23)

- Published: 2026-09-16T09:08:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YZUE,,
- anchor: #n2771719

インベスコ・アセット・マネジメント filed its annual securities report for the 19th fiscal period, disclosing the asset status of a fund investing in global equities.

## 【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—25th Fiscal Period (2025/06/17–2026/06/16)

- Published: 2026-09-16T09:04:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YKZ8,,
- anchor: #n2771656

アモーヴァ・アセットマネジメント株式会社 filed its annual securities report for the 25th fiscal period. Net assets stood at approximately 48 billion yen, and net income for the period was approximately 21.6 billion yen.

## 【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—38th Fiscal Period (2025/06/17–2026/06/16)

- Published: 2026-09-16T09:03:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YKZ3,,
- anchor: #n2771655

アモーヴァ・アセットマネジメント株式会社 filed its annual securities report for the 38th fiscal period. Net income for the period was approximately 221 billion yen, and the return rate was 83.33%.

## 【大和アセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—37th Fiscal Period (2025/12/17–2026/06/16)

- Published: 2026-09-16T09:03:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YYLX,,
- anchor: #n2771654
- Companies mentioned: 大和アセットマネジメント株式会社

大和アセットマネジメント filed its annual securities report (37th fiscal period), disclosing interim financial results for the fiscal year ending June 2026.

## 【フィデリティ投信株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—43rd Fiscal Period (2025/12/23–2026/06/22)

- Published: 2026-09-16T09:01:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z1EB,,
- anchor: #n2771581

フィデリティ投信 filed its annual securities report for the 43rd fiscal period, announcing investment results aimed at securing dividend income and growing assets.

## 【フィデリティ投信株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—42nd Fiscal Period (2025/12/23–2026/06/22)

- Published: 2026-09-16T09:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z1H3,,
- anchor: #n2771580

フィデリティ投信 filed its annual securities report for the 42nd fiscal period. It recorded net income of approximately 600 million yen and manages assets through diversified investments in domestic and overseas equities.

## Gongxin Visits UAE for Exchanges, Advancing the Middle East Market for Equine Tumor Treatments - Global Bio & Investment Monthly

- Published: 2026-09-16T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90168&range=news
- anchor: #n2771817
- Companies mentioned: 共信醫藥、阿聯酋國際耐力村、純種阿拉伯馬

## 09/15 Biotech Stock Updates - 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=90162&kind=20
- anchor: #n2772766
- Companies mentioned: 國邑、漢康-KY創、高端疫苗、基亞、太景*-KY、康霈*、睿生光電、大樹、圓祥生技、華廣

Facts:
- 國邑*(6875)
- 漢康-KY創(7827)
- 高端疫苗 436 lots
- 基亞 358 lots
- 太景*-KY 341 lots
- 康霈* 863 lots
- 睿生光電 643 lots
- 大樹 168 lots
- 圓祥生技 9.72%
- 華廣 4.63%

## 國邑*(6875)'s inhaled drug L606 for PH-ILD receives China NMPA approval to proceed with a global Phase III clinical trial - 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=90170&kind=21
- anchor: #n2772761
- Companies mentioned: 國邑*

Facts:
- 6875國邑*

## Toothache and shoulder pain could be your heart's cry for help. 4 “atypical sites” of heart attacks explained - Heho健康

- Published: 2026-09-16T11:31:48+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/45825
- anchor: #n2772856
- Companies mentioned: Heho健康

Facts:
- As many as one quarter of patients experience “atypical symptoms”

## 陳建州 has a heart attack / Chest pain isn't the only sign of a heart attack! Seek medical care promptly for these symptoms - Heho健康

- Published: 2026-09-16T09:39:04+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/386988
- anchor: #n2772850
- Companies mentioned: 陳建州、PLG、台大醫院

Facts:
- 49 years old