643 received, 643 listed, 9 sources ・ Page 7 of 7
One place for news and notices from 2 countries/regions: Japan, 339 items from 2 sources; Taiwan, 304 items from 7 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
With the number of dementia patients in Taiwan exceeding 350,000, a specialist society has drawn up a “10-point consensus on agitation symptoms.” It is promoting early detection and coordination with medical providers using the AASC® screening tool.
A British woman was misdiagnosed with cancer for 11 years and continued to undergo unnecessary chemotherapy. More than 40 people have reported similar harm, and the hospital has pledged to review its oversight system.
Companies mentioned：University Hospitals Coventry and Warwickshire NHS Trust
Popular Taiwanese entertainer Chen Chien-chou underwent emergency surgery for an acute myocardial infarction and is still receiving treatment in the intensive care unit. His wife, Fan Wei-chi, and friends including Xiao S are concerned and praying for his recovery. His health crisis has sent shock waves through the entertainment industry.
Companies mentioned：台大醫院
UBS Taiwan Securities analyst Chen Wen-chin expressed optimism about the Taiwan stock market at a forum, saying strong corporate earnings growth will offset rate-hike pressure and that margin maintenance ratios are healthy. She also sees a recovery in factory automation, bicycles and footwear. The outlook offers investors an important reference.
The UBS Taiwan Forum said cloud giants’ capital spending will surge 45% in 2027, ushering in a new growth cycle for semiconductors and the AI supply chain. Advanced process and packaging technologies will be key drivers.
Essence Biomedical plans to list on the emerging stock market at NT$52 per share, transforming itself into a developer of high-value health products and strengthening its Chinese herbal medicine and CDMO services. The move reflects the upgrading of the contract manufacturing industry for health supplements.
Companies mentioned：騰勢 (7889-TW)
Although Federal Reserve rate hikes can affect stocks in the short term, not raising rates could undermine confidence in the fight against inflation and send long-term Treasury yields out of control, causing a greater shock to financial markets. Investors should pay closer attention to the bond market’s response.
Companies mentioned：DoubleLine Capital
香港取引所 launched the “Offshore Renminbi Bond Index,” strengthening market infrastructure with Asia’s first index dedicated to dim sum bonds. The aim is to establish Hong Kong’s position as a renminbi hub.
Companies mentioned：香港取引所
中国科学院 and 香港大学 have jointly developed a new ferroelectric tunnel junction with a high resistance switching ratio and exceptional endurance, advancing compute-in-memory chip technology.
Companies mentioned：中国科学院、香港大学
Taiwan’s Tourism Administration and 群聯 are jointly promoting “百工百業挺國旅.” 群聯 is allocating a budget of 100 million yen to offer 2,000 domestic trips for 8,000 employees and their families, supporting local economies.
Companies mentioned：群聯
高盛 and Nomura say oil prices have become key to global asset markets through their effects on inflation and interest rates. Energy market trends, rather than the AI boom, will shape markets going forward.
Companies mentioned：高盛、野村証券
The CEO of Belide warned that delays in data center construction could make AI the preserve of large companies. At an investment conference in Canada, global investors called for faster infrastructure development.
Companies mentioned：BlackRock Inc.、Blackstone、Temasek、APG、Anthropic
Original鴻騰精密がFIT Tech Day 2026を開催し、AI時代の光通訊技術の将来を発表。盧松青董事長は今後10年で大規模展開が進むと強調。鴻海グループの技術統合力が注目される。
Companies mentioned：鴻海、工業富聯、NTT Innovative Devices
三星電子 is adjusting its HBM base die supply strategy by adopting the 台積電 process and introducing dual-track production to meet strong demand for customized memory in the AI era and strengthen its competitiveness.
Companies mentioned：三星電子、台積電、輝達
Zyxel Group has joined the Environment Ministry’s digital product passport pilot, becoming the first networking equipment maker to participate and demonstrating its leading position in transparent, sustainable product management.
Companies mentioned：工研院
Taiwan stocks opened higher on the 16th, led by heavyweight electronics stocks including 台积电 and 联发科, but ended up 337.41 points amid the FOMC meeting. The three major institutional investors posted combined net sales of 21.38 billion yuan, while foreign investors sold for a fifth consecutive day.
Companies mentioned：台积电、联发科
The 2026 Fortune Global 500 Forum was held in Guangzhou, where chief economists from 瑞銀, 野村 and 高盛 discussed the impact of the Middle East situation and oil prices. They said the short-term rise in oil prices would be temporary and suggested the Fed could cut rates and China could ease monetary policy next year.
Companies mentioned：野村、高盛、瑞銀
SK海力士 is in talks with Intel about partnering to produce memory chips in the United States, potentially by leasing a factory in Ohio or forming a joint venture. If completed, the move would strengthen both companies’ competitiveness and respond to U.S. localization policies, but no final decision has been made.
Companies mentioned：SK海力士、インテル、サムスン電子
Originalアメリカ銀行の半導体分析チームが、AI需要の高まりを背景に2030年の半導体市場規模を3.2兆ドルに上方修正。AIサーバーとメモリチップが成長を牽引する見込み。
Companies mentioned：アメリカ銀行
SK Hynix reached an agreement with its labor union to settle the dispute by paying profit-linked bonuses half in cash and half in stock. The deal averted production risks at the world’s 2nd-largest memory maker, and its stock price rose.
Companies mentioned：NVIDIA
Bitcoin fell below $76,000 as the US Congress failed to advance the “Clarity Act” cryptocurrency regulation bill and expectations of a Federal Reserve rate hike added to pressure. Market uncertainty has increased, intensifying short-term downward pressure.
Companies mentioned：Ripple Labs、Coinbase、StraitsX、Apollo Crypto、Orbit Markets
Anthropic secured a 2.16GW site for a data center in Australia, scheduled to begin operations in 2027, and is also opening a location in Singapore. OpenAI is focusing on Canada. The gap between infrastructure expansion and safety discussions is widening.
Companies mentioned：OpenAI、Anthropic
French cosmetics giant L’Oréal overtook luxury group LVMH in market capitalization, making a non-luxury company the leader on the French stock market for the first time in 9 years. The “lipstick effect” is behind the shift amid economic uncertainty.
Companies mentioned：LVMH、ASML、Roche、Novartis、Zara、Bain & Company、Berenberg、DWS
Taiwan stocks rose 337 points, lifted by gains in 台積電, AI cooling and memory shares, but failed to hold above 46,000 amid cautious sentiment ahead of the FOMC. The market is watching for expanding demand for AI infrastructure.
Companies mentioned：台積電、聯發科、日月光投控、台達電、廣達、鴻海、晶豪科、華邦電、南亞科、力積電、旺宏、高力、雙鴻、奇鋐、建準、聯亞、上詮、波若威、穩懋、全新
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Companies mentioned：遠東集團、遠東新世紀、忠孝SOGO、復興SOGO
Taiwanese optical communications stocks surged on the 16th following an optimistic report from Goldman Sachs. Six stocks, including Lien Chuan, hit their daily limits, amid growing demand for AI data centers.
Companies mentioned：聯鈞(3450-TW)、東典光電(6588-TW)、統新(6426-TW)、光環(3234-TW)、眾達-KY(3363-TW)、IET-KY(4971-TW)、上詮(3363-TW)、聯亞(3081-TW)、全新(2455-TW)、前鼎(4908-TW)、華星光(4979-TW)、光聖(6442-TW)、波若威(3163-TW)、輝達(NVDA-US)
The US 10-year Treasury yield reached 5%, prompting renewed attention to Warren Buffett’s “gravitational pull of interest rates” theory. Rising rates are putting pressure on funds to flow out of equities and affecting investment strategies.
Companies mentioned：24/7 Wall St.
Markets expect the Fed to raise rates, but the real concern is whether it would be a one-off move or the start of a new rate-hiking cycle. The prospect of multiple hikes poses a risk of volatility for stock markets.
Companies mentioned：Angeles Investment Advisors、Sevens Report Research、Royce Investment Partners
Nvidia CEO Jensen Huang argues that AI does not need new regulations and that market mechanisms can ensure safety. His remarks reflect divisions in the AI industry over regulation and innovation, with implications for global policy and technological development.
Companies mentioned：NVIDIA、Salesforce、Meta、Anthropic、OpenAI
Apple is introducing “Apple Reference Image” on the iPhone 18 Pro/Max. At the time of capture, hardware will add encryption and a timestamp to images to counter AI-forged photos. This is important for ensuring trust in journalism and the legal system.
Short selling of US Treasuries has reached “extreme” levels ahead of the Fed’s rate decision. Investors are selling government bonds amid inflation and fiscal concerns, pushing yields to their highest levels since 2007. Markets continue to expect further rate hikes.
Companies mentioned：摩根大通、花旗、美國銀行、CME Group、凱雷
Taishin Futures launched the AI quantitative trading platform “台新達錢AI+,” incorporating the QuTorion system to let investors generate trading strategies in natural language, lower barriers to algorithmic trading and improve decision-making discipline.
Companies mentioned：台新證券、台新金融控股
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Companies mentioned：葡萄王、永豐金證券
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Companies mentioned：漢康-KY、7827漢康-KY
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Companies mentioned：合富-KY、合富生化科技股份有限公司
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Companies mentioned：合富-KY、COWEALTH MEDICAL、合富生化
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Companies mentioned：國邑藥品科技、Liquidia
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Companies mentioned：共信醫藥、阿聯酋國際耐力村、EIEV、阿拉伯聯合大公國、UAE
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Companies mentioned：合富-KY
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株式会社ユーザーローカル filed its securities report for the 21st fiscal year. It posted sales of ¥5.3 billion and ordinary profit of ¥2.2 billion, demonstrating steady growth.
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Companies mentioned：中華民國產業科技發展協進會
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Companies mentioned：Heho健康