2026-09-16 21:00–24:00 JST

UBS forum reaches record scale; strong AI demand expected through 2027, with power and memory emerging as key bottlenecks

Published 2026-09-16 20:38 ・ Source Taiwan | 鉅亨網

The 22nd UBS Taiwan Forum was held, focusing on sustained AI demand and constraints on power and memory supplies. Major suppliers could expand their market share thanks to their purchasing advantages.

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Fed rate hike was long anticipated by markets! Warsh’s one wrong remark is the real risk

Published 2026-09-16 20:30 ・ Source Taiwan | 鉅亨網

The U.S. Federal Reserve raised interest rates for the first time since 2023. The move was in line with market expectations, but Chair Warsh’s remarks will influence the direction of future monetary policy.

Companies mentioned：PGIM、渣打銀行、布魯金斯學會

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Wall Street awaits Fed decision; 70% of institutions forecast at least 2 rate hikes in 2026

Published 2026-09-16 20:20 ・ Source Taiwan | 鉅亨網

The U.S. Federal Reserve’s rate outlook is drawing market attention, with 70% of financial institutions forecasting 2–3 rate hikes by 2026. Trade policy and AI demand are contributing to rising prices.

Companies mentioned：CME Group、The Wall Street Journal

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Third Wednesday Club urges government to step up talent recruitment; energy and talent shortages pose challenges to national security and economic resilience

Published 2026-09-16 20:06 ・ Source Taiwan | 鉅亨網

Third Wednesday Club Chairman Lin Po-feng said at the September monthly meeting that AI would drive economic growth to 11.05% in 2026. Traditional industries face mounting pressure, while power and talent shortages have become challenges to national security and economic resilience. He urged the government to actively recruit talent and advance nuclear power and green energy in parallel.

Companies mentioned：台灣美國商會、歐洲商會

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Research: AI servers to drive 31% annual growth in global data center power demand in 2026; grid supply shortfall to widen in 2028

Published 2026-09-16 20:04 ・ Source Taiwan | 鉅亨網

According to a TrendForce survey, the spread of AI servers will drive data center power demand to grow 31% annually through 2026, with the power supply gap expected to widen in 2028. This points to accelerating investment in AI infrastructure.

Companies mentioned：TrendForce

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2026-09-16 Corporate activity: Net purchases: 大江, 454 lots; 禾榮科, 386 lots; 晟德, 215 lots. Net sales: 沛爾生醫*-創, 532 lots; 睿生光電, 345 lots; 藥華藥, 197 lots - Global Biotech Monthly

Published 2026-09-16 01:00 ・ Source Taiwan | 環球生技月刊

Summary not yet available

Companies mentioned：大江、禾榮科、晟德、沛爾生醫*-創、睿生光電、藥華藥、全福生技

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2026-09-16 Biotech stocks: Gainers: 禾榮科, 9.99%; 共信-KY, 9.96%; 皇將, 9.84%. Losers: 威健生技, 3.61%; 佑全, 3.17%; 強生*, 2.86% - Global Biotech Monthly

Published 2026-09-16 01:00 ・ Source Taiwan | 環球生技月刊

Summary not yet available

Companies mentioned：禾榮科、共信-KY、皇將、威健生技、佑全、強生、漢達、圓祥生技

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09/16 Biotech stock updates - Global Biotech Monthly

Published 2026-09-16 01:00 ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

• Private placement of 3.42 million common shares
• NT$52.5 per share
• Capital reduction of 77.26%
• 禾榮科 9.99%
• 共信-KY 9.96%
• 皇將 9.84%
• 威健生技 3.61%
• 佑全 3.17%
• 強生* 2.86%

Companies mentioned：育世博-KY、博迪亞(上海)、施吉生技、合富-KY、合富生化、國璽幹細胞、禾榮科、共信-KY、皇將、威健生技、佑全、強生

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09/16 Biotech stock updates - Global Biotech Monthly

Published 2026-09-16 01:00 ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

• Private placement of 3.42 million common shares
• NT$52.5 per share
• Capital reduction of 77.26%
• 禾榮科 9.99%
• 共信-KY 9.96%
• 皇將 9.84%
• 威健生技 3.61%
• 佑全 3.17%
• 強生* 2.86%

Companies mentioned：育世博-KY、博迪亞(上海)、施吉生技、合富-KY、合富生化、國璽幹細胞、禾榮科、共信-KY、皇將、威健生技、佑全、強生

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