# AI News 180m Report｜2026-09-16 15:00–18:00 JST｜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.

## Taiwan’s Dementia Population Tops 350,000! Psychiatry and Neurology Specialists Jointly Set Out a Ten-Point Consensus on Agitation Symptoms; AASC® Screening Scale Bridges Patients and Doctors

- Published: 2026-09-16T14:17:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164981
- anchor: #n2774495

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.

## Renowned British Doctor Exposed for “Prolonged Overprescribing”: Woman Endured 11 Years of Chemotherapy, Only to Learn She Never Had Cancer

- Published: 2026-09-16T14:04:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11164979
- anchor: #n2774496
- Companies mentioned: University Hospitals Coventry and Warwickshire NHS Trust

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.

## Chen Chien-chou Still in Critical Condition After Heart Attack! Fan Wei-chi Appears Haggard at Hospital; Xiao S Is Stunned: “I Can’t Lose Another Friend”

- Published: 2026-09-16T14:01:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11164978
- anchor: #n2774497
- Companies mentioned: 台大醫院

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.

## Don’t Fear Deleveraging Pressure! UBS Says a Taiwan Stock Market Margin Maintenance Ratio of 180% Is “Healthy,” Sees Exchange Rate Rising to 31

- Published: 2026-09-16T17:00:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607992
- anchor: #n2779729

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.

## Semiconductors Enter a New Growth Phase! UBS Estimates Cloud Giants’ Capital Spending Will Surge 45% in 2027, Favors Three Major Hardware Sectors

- Published: 2026-09-16T16:59:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607965
- anchor: #n2779730

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.

## Health Supplement Industry Sees Wave of OTC Listings; Essence Biomedical Tentatively Sets IPO Listing Price at NT$52 per Share

- Published: 2026-09-16T16:58:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607967
- anchor: #n2779731
- Companies mentioned: 騰勢 (7889-TW)

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.

## Fed Rate Hikes May Not Be Bad for U.S. Stocks; Uncontrolled Treasury Yields Are the Real Threat

- Published: 2026-09-16T16:51:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607781
- anchor: #n2779732
- Companies mentioned: DoubleLine Capital

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.

## Hong Kong Exchanges and Clearing to Launch Dim Sum Bond Index to Cement Its Status as an Offshore Renminbi Hub

- Published: 2026-09-16T16:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607932
- anchor: #n2779733
- Companies mentioned: 香港取引所

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.

## Latest Breakthrough in China’s “Compute-in-Memory” Chip Technology! Researchers from 中国科学院 and 香港大学 Develop a New “Ferroelectric Tunnel Junction”

- Published: 2026-09-16T16:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607722
- anchor: #n2779734
- Companies mentioned: 中国科学院、香港大学

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.

## Tourism Administration Teams Up with 群聯 in “百工百業挺國旅” Campaign, Creating 14 Custom Travel Routes

- Published: 2026-09-16T16:32:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607961
- anchor: #n2779735
- Companies mentioned: 群聯

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.

## 高盛 and Nomura Agree: Oil Prices Drive U.S. Treasury Markets; Energy Is the Real Market Key

- Published: 2026-09-16T16:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607535
- anchor: #n2779737
- Companies mentioned: 高盛、野村証券

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.

## BlackRock CEO: If AI Falls Behind, the Technology Could Become the Preserve of “Big Companies”

- Published: 2026-09-16T16:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607896
- anchor: #n2779736
- Companies mentioned: BlackRock Inc.、Blackstone、Temasek、APG、Anthropic

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.

## Focusing on Next-Generation Optical Communications for AI, FIT Hon Teng Chairman Lu Songqing Says the Technology Will See Large-Scale Deployment Over the Next Decade

- Published: 2026-09-16T16:12:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607942
- anchor: #n2779738
- Companies mentioned: 鴻海、工業富聯、NTT Innovative Devices

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。

## Samsung No Longer Betting Entirely on Its Own Foundry; HBM Base Dies Reportedly to Use 台積電 Process

- Published: 2026-09-16T16:11:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607939
- anchor: #n2779739
- Companies mentioned: 三星電子、台積電、輝達

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.

## Zyxel Group Joins Environment Ministry’s Digital Product Passport Pilot, Developing Transparent and Sustainable Networking Equipment

- Published: 2026-09-16T16:11:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607936
- anchor: #n2779740
- Companies mentioned: 工研院

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.

## Investors Stay Cautious on Taiwan Stocks; Foreign Investors Sell for 5 Straight Days, Withdrawing 17.9 Billion Yuan; Three Major Institutional Investors Post Net Sales of 21.38 Billion Yuan

- Published: 2026-09-16T16:00:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607943
- anchor: #n2774895
- Companies mentioned: 台积电、联发科

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.

## Fortune 500 Forum Opens in Guangzhou! Foreign Chief Economist: Oil Price Shock Will Be Brief and Limited; Fed May Cut Rates Next Year as China Continues Easing

- Published: 2026-09-16T16:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607909
- anchor: #n2774896
- Companies mentioned: 野村、高盛、瑞銀

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.

## SK海力士 in talks with Intel on partnership！Plans to produce memory chips in the U.S.

- Published: 2026-09-16T16:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607891
- anchor: #n2774897
- Companies mentioned: SK海力士、インテル、サムスン電子

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.

## Bank of America sharply upgrades global semiconductor outlook: Market could reach $3.2 trillion by 2030

- Published: 2026-09-16T15:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607871
- anchor: #n2774898
- Companies mentioned: アメリカ銀行

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。

## SK hynix labor dispute ends; profit-sharing bonuses to be paid half in cash and half in stock

- Published: 2026-09-16T15:45:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607916
- anchor: #n2774899
- Companies mentioned: NVIDIA

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.

## Regulatory bill delays and rate-hike concerns deal a double blow as Bitcoin falls below $76,000

- Published: 2026-09-16T15:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607892
- anchor: #n2774900
- Companies mentioned: Ripple Labs、Coinbase、StraitsX、Apollo Crypto、Orbit Markets

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.

## Saying “slow down” but moving faster！Anthropic secures 2.16 GW of computing capacity in Australia, plans Singapore base in October; OpenAI eyes Canada

- Published: 2026-09-16T15:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607818
- anchor: #n2774901
- Companies mentioned: OpenAI、Anthropic

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.

## L’Oréal replaces LVMH as France’s most valuable company, first non-luxury leader in 9 years

- Published: 2026-09-16T15:00:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607537
- anchor: #n2774424
- Companies mentioned: LVMH、ASML、Roche、Novartis、Zara、Bain & Company、Berenberg、DWS

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.

## 〈台股盤後〉台積電填息、AI散熱與記憶體點火 受制月線漲337點未收復4萬6

- Published: 2026-09-16T14:53:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6408992
- anchor: #n2774425
- 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

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.

## SOGO’s Taipei Dome mall opens today; Far Eastern’s Xu Guoan vows to pursue retail innovation

- Published: 2026-09-16T14:41:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607876
- anchor: #n2774426
- Companies mentioned: 遠東集團、遠東新世紀、忠孝SOGO、復興SOGO

The summary of this item is not shown

## 〈Focus stocks〉Optical communications stocks roar back in unison; 聯鈞 leads the sector as 6 stocks hit limit-up

- Published: 2026-09-16T14:40:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607877
- anchor: #n2774427
- 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)

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.

## As U.S. Treasury yields surge to 5%, Buffett’s “gravitational pull of interest rates” theory draws renewed attention

- Published: 2026-09-16T14:40:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607873
- anchor: #n2774428
- Companies mentioned: 24/7 Wall St.

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.

## Fed rate hike countdown？What Wall Street is really worried about: Experts warn it could trigger turbulence in U.S. stocks

- Published: 2026-09-16T14:33:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607725
- anchor: #n2774429
- Companies mentioned: Angeles Investment Advisors、Sevens Report Research、Royce Investment Partners

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.

## Jensen Huang says AI needs no new regulations; market forces can ensure safety

- Published: 2026-09-16T14:22:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607533
- anchor: #n2774430
- Companies mentioned: NVIDIA、Salesforce、Meta、Anthropic、OpenAI

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.

## Fighting AI-generated fake images！Apple to introduce Apple Reference Image feature on iPhone 18 Pro/Max

- Published: 2026-09-16T14:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607817
- anchor: #n2774431

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.

## Fed decision countdown！Army of U.S. Treasury bears reaches “extreme” levels

- Published: 2026-09-16T14:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607741
- anchor: #n2774432
- Companies mentioned: 摩根大通、花旗、美國銀行、CME Group、凱雷

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.

## Taishin Futures launches AI quantitative trading platform to lower barriers to algorithmic trading for investors

- Published: 2026-09-16T14:08:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607861
- anchor: #n2774433
- Companies mentioned: 台新證券、台新金融控股

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.

## 葡萄王 (1707) invited to attend online investor conference hosted by 永豐金證券 on 9/17 - 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=90176&kind=21
- anchor: #n2779905
- Companies mentioned: 葡萄王、永豐金證券

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

## 漢康-KY (7827) to hold second extraordinary shareholders’ meeting of year 115 on 10/14; agenda items to be added - 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=90177&kind=21
- anchor: #n2779904
- Companies mentioned: 漢康-KY、7827漢康-KY

Facts:
- Second extraordinary shareholders’ meeting of year 115

## 合富-KY (4745)：Cowealth Medical board resolves to reduce capital by 77.26% - 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=90178&kind=21
- anchor: #n2779903
- Companies mentioned: 合富-KY、合富生化科技股份有限公司

## 合富-KY (4745)：COWEALTH MEDICAL’s loans to 合富生化 and others amount to 77% of net worth - 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=90179&kind=21
- anchor: #n2779902
- Companies mentioned: 合富-KY、COWEALTH MEDICAL、合富生化

## 國邑’s inhaled pulmonary hypertension drug begins Phase 3 trial in China after NMPA approval - 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=90169
- anchor: #n2779896
- Companies mentioned: 國邑藥品科技、Liquidia

Facts:
- 國邑藥品科技 (6875)

## 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
- anchor: #n2779895
- Companies mentioned: 共信醫藥、阿聯酋國際耐力村、EIEV、阿拉伯聯合大公國、UAE

## 合富-KY (4745) had accounts receivable of approximately NT$3.936 billion at the end of August 115年, including approximately NT$1.756 billion overdue - 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=90175&kind=21
- anchor: #n2779906
- Companies mentioned: 合富-KY

## 【株式会社ＣＩＪ】Securities Report—51st Fiscal Year (2025/07/01–2026/06/30)

- Published: 2026-09-16T16:29:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z2CK,,
- anchor: #n2775164

The summary of this item is not shown

## 【株式会社ユーザーローカル】Securities Report—21st Fiscal Year (2025/07/01–2026/06/30)

- Published: 2026-09-16T15:36:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z2OT,,
- anchor: #n2774852

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.

## Information on the 10th Ministry of Economic Affairs National Industry Innovation Award

- Published: 2026-09-16T01:00:00+09:00
- Source: Taiwan | 社團法人中華民國牙醫師公會全國聯合會
- Original: https://www.cda.org.tw/cda/news_detail.jsp?nid=3328
- anchor: #n2779876
- Companies mentioned: 中華民國產業科技發展協進會

## Peace for your ears, calm for your mind！Traditional Chinese medicine recommends ear exercises to avoid tinnitus and noise - Heho健康

- Published: 2026-09-16T15:50:44+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387018
- anchor: #n2779950
- Companies mentioned: Heho健康