AI News 180m Report

2026-09-17 09:00–12:00 JST

154 received, 154 listed, 7 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 103 items from 6 sources; Japan, 51 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(25)

Parents lend 5 million yen to their child, then say “you don’t have to pay it back”—will gift tax apply? The tax bureau’s key test is one many people don’t know

Published ・ Source Taiwan | 風傳媒

If a parent later waives repayment of a 5 million yen loan to a child, it may be treated as a gift for tax purposes and subject to gift tax. The National Tax Agency has clarified the criteria for classifying a “debt waiver without compensation” as a gift.

Huang Renxun and Musk take opposite sides as U.S. AI firms wage a “civil war” over government regulation; the trigger is the U.S.-China AI rivalry

Published ・ Source Taiwan | 風傳媒

Chinese AI companies carried out “knowledge distillation” attacks targeting models such as Claude in the United States, sending sensitive information, including data related to the People’s Liberation Army, to US servers. As the US government and companies differ on how to respond, and Jensen Huang and Musk are also at odds, the US-China AI rivalry is intensifying.

Companies mentioned:Anthropic、OpenAI、Google、xAI、DeepSeek、阿里巴巴、月之暗面、MiniMax、階躍星辰、智譜、輝達、マイクロソフト、Meta、小米、商湯科技

Kyushu food specialty store GOOD MARKET KYUSHU reopens at a new location, with 300 local products to browse

Published ・ Source Taiwan | 風傳媒

GOOD MARKET KYUSHU, a specialty store featuring Kyushu food products, relocated to the 2nd floor of Hakata Canal City’s East Building in Fukuoka and reopened on September 4. It offers around 300 specialty products selected from around 70 businesses across Kyushu’s 8 prefectures and Yamaguchi Prefecture, and is drawing attention as a new destination for travelers looking for souvenirs.

How long will Taiwan stocks keep rallying? UBS sees AI demand staying strong through 2027, but memory and power supply remain bottlenecks

Published ・ Source Taiwan | 風傳媒

UBS held its annual Taiwan Corporate Forum and forecast that AI demand will continue through 2027, while memory and power supply remain major bottlenecks, highlighting growing international investor interest in Taiwan’s tech ecosystem.

Behind the scenes》DPP’s Shen Boyang closes in on Chiang Wan-an: why are KMT candidates in Taipei breathing a sigh of relief?

Published ・ Source Taiwan | 風傳媒

Scientific evidence shows that smoking has serious adverse effects on health. As restrictions on smoking in public places advance, the importance of quitting smoking is being recognized anew.

AI leaders call for “slowing down”—are they really afraid humanity will meet a Terminator-style end? Another possibility: “locking out latecomers”

Published ・ Source Taiwan | 風傳媒

Major AI companies have called for slower development and external oversight. They cite safety concerns, but some have also pointed to efforts to curb new entrants and maintain market dominance.

Companies mentioned:Anthropic、OpenAI、xAI、Microsoft

Commentary: AI giants suddenly hit the brakes, putting Taiwan’s supply chain to the test

Published ・ Source Taiwan | 風傳媒

Leading AI companies have proposed slowing model development, sending ripple effects through Taiwan’s AI supply chain.

Companies mentioned:OpenAI、Anthropic、Google、Meta、xAI、Nvidia、AMD、Marvell、TSMC、Foxconn、Quanta、Wistron、Delta Electronics、Accton

Taiwan | 鉅亨網(23)

China Airlines marks 15 years in 天合聯盟; chairman: leverage alliance synergies to expand global reach

Published ・ Source Taiwan | 鉅亨網

China Airlines marked its 15th anniversary as a member of 天合聯盟. General Manager Chen Han-ming and the alliance’s CEO attended celebrations in Amsterdam, the Netherlands, and stressed that the airline would continue leveraging the alliance’s benefits to expand its global network. The airline also announced a codeshare partnership with 維珍大西洋航空 to strengthen service on Taiwan-UK routes.

Companies mentioned:天合聯盟、維珍大西洋航空、荷蘭皇家航空、法國航空、西班牙歐洲航空、德國鐵路、英國大西部鐵路、比利時國鐵

Huang Renxun goes left, Amodei right: Silicon Valley AI giants split over “speeding up” or “hitting the brakes”

Published ・ Source Taiwan | 鉅亨網

The divide between AI development “accelerationists” and “decelerationists” is deepening in Silicon Valley. Jensen Huang is calling for acceleration, while Amodei and Okuda are among those urging a temporary pause for safety. The dispute reflects the intersection of technological risks and commercial strategy.

Companies mentioned:Anthropic、OpenAI、Meta、Microsoft、NVIDIA、Oracle、AWS、Google、Salesforce

Yemen’s Houthis fire ballistic missiles at an air base in southwestern Saudi Arabia

Published ・ Source Taiwan | 鉅亨網

Yemen’s Houthi rebels attacked Saudi air bases and oil facilities with missiles and drones. The attacks were in protest against Saudi airstrikes and a blockade, raising risks to energy supplies in the Middle East.

Companies mentioned:Saudi Aramco

〈Stocks in focus〉Yang Poo’s glass substrate equipment draws attention; shares open higher and hit the 206.5-yuan limit-up

Published ・ Source Taiwan | 鉅亨網

Yang Poo Technology is drawing market attention for developing glass substrate equipment, with its share price rising to 206.5 yuan. Its financial performance is solid: first-half profit rose nearly half year over year, and the company is expanding in Thailand and Vietnam.

〈Taiwan stocks open〉台積電 leads the charge, surging more than a thousand points; trading volume rises as all short-term moving averages are reclaimed

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks opened higher and extended gains on the 17th, led by heavyweight stocks including 台積電. The index at one point gained more than a thousand points and reclaimed all short-term moving averages. Trading volume expanded to NT$800 billion, signaling a recovery in market confidence.

Companies mentioned:台積電、聯發科、日月光投控、台達電、鴻海、廣達、奇鋐、雙鴻、建準、高力、IET-KY、聯亞、波若威、聯鈞、上詮、華星光

【Yuan Zhifeng Column】U.S. rate hike of 0.25 percentage point meets expectations

Published ・ Source Taiwan | 鉅亨網

The US Fed decided to raise interest rates by 0.25%, in line with market expectations. Hong Kong stocks rose, but trading volume remained weak. 携程’s performance deteriorated following an antitrust fine.

Companies mentioned:携程、中芯國際、聯想、騰訊、阿里、順豐控股、Minimax、智譜、華虹宏力

Snap teams up with NVIDIA, AWS and Salesforce to target the enterprise AR glasses market and build an AI work platform

Published ・ Source Taiwan | 鉅亨網

Snap is expanding enterprise uses for its SPECS AR glasses and has partnered with Salesforce, NVIDIA and AWS. The initiative aims to boost productivity among field workers.

Companies mentioned:Snap、Salesforce、NVIDIA、AWS、Trifork、Hololight、Verizon、Orange、EE、Microsoft、Meta、Apple

A return to the server market after 15 years! Apple plans to launch M8 Ultra and is considering NVIDIA interconnect technology, sparking debate among analysts over its AI computing ambitions

Published ・ Source Taiwan | 鉅亨網

Apple plans to return to the server market in 2029 with AI servers powered by its self-developed M8 Ultra chip. It is also considering NVIDIA’s NVLink technology, targeting enterprise AI inference needs.

Companies mentioned:Apple、Nvidia、AMD、Intel、Google、Microsoft、Dell、HPE、Supermicro、OpenAI、Anthropic、AWS

U.S. Fed raises rates; 香港金管局 lifts its base rate by 1 notch

Published ・ Source Taiwan | 鉅亨網

Following a US Fed rate hike, 香港金管局 raised its base rate by 1 basis point. Political reactions have also emerged, including former President Trump’s call for lower interest rates. The knock-on effects of monetary policy under the linked exchange rate system are drawing attention.

Companies mentioned:香港金管局、米国連邦準備制度理事会(Fed)

After the Fed’s rate hike, Dimon says it is still too soon to be sure inflation has been beaten

Published ・ Source Taiwan | 鉅亨網

Jamie Dimon, CEO of モルガン・チェース, warned that the Fed’s rate hike does not mean inflation has been definitively brought under control. He said labor market trends will be key as economic uncertainty persists.

Companies mentioned:モルガン・チェース、連邦準備制度(Fed)

U.S. military confirms deployment of orbital space weapons and says it must prepare for operations around the moon

Published ・ Source Taiwan | 鉅亨網

Senior U.S. military officials announced that orbital space weapons have been deployed and that plans are being made for operations around the moon, highlighting the militarization of space and drawing international attention and opposition from China.

Is Japan “draining” funds through foreign-exchange intervention? Overseas holdings of U.S. Treasuries fell to a 9-month low in July

Published ・ Source Taiwan | 鉅亨網

In July, overseas investors’ holdings of US Treasuries fell to their lowest level in 9 months. The timing coincided with Japan’s currency intervention, and markets are watching for a connection.

Companies mentioned:アメリカ財務省、日本財務省

順天堂藥廠 joins forces with 元樟生技: SeepPlug™ growing medium enters the home gardening market, extending collaboration from contract growers to consumers

Published ・ Source Taiwan | 鉅亨網

順天堂藥廠 and 元樟生技 have partnered to establish an ecological medicinal herb garden at National Taiwan University Farm and promote home gardening using SeepPlug™ growing medium. The move extends their collaboration from contracted cultivation of raw materials to consumer education, marking an integration across the industry supply chain.

Companies mentioned:樂茂農業

A breakthrough for Chinese electric vehicles? BYD may join Xi Jinping’s U.S. visit delegation

Published ・ Source Taiwan | 鉅亨網

Chinese President Xi Jinping may invite BYD founder Wang Chuanfu to join his delegation on a visit to the United States, a move that could challenge U.S. policy on Chinese electric vehicles and roil trade and industry.

Companies mentioned:BYD、Tesla、Apple、Nvidia、Ford Motor

Trump’s tech adviser: AI safety concerns are a “ploy”; no new regulations are needed

Published ・ Source Taiwan | 鉅亨網

Sacks, a tech adviser to President Trump, said concerns about AI stem from excessive hype and argued that new regulations are unnecessary. His position is also in line with Trump’s.

Companies mentioned:Anthropic

Fed launches its first rate hike in three years! Why has Warsh missed the “dot plot” twice in a row?

Published ・ Source Taiwan | 鉅亨網

The U.S. Federal Reserve raised rates for the first time in three years, while Chair Warsh failed to submit rate projections for two consecutive meetings, prompting discussion about the future role of the dot plot.

Companies mentioned:Federal Reserve (Fed)

Another AI heavyweight joins the Xi-Trump state banquet: Cook and Altman to attend

Published ・ Source Taiwan | 鉅亨網

Tim Cook and Sam Altman attended the state banquet held in connection with the US-China summit. The involvement of technology leaders is drawing attention amid AI developments and geopolitical tensions.

Companies mentioned:Apple、OpenAI、NVIDIA、Hugging Face

Key U.S. Stock Market News Summary, Sep. 17, 2026

Published ・ Source Taiwan | 鉅亨網

The US Fed raised interest rates for the first time in 3 years, prioritizing inflation control. Meanwhile, expectations have emerged for an Apple-NVIDIA AI server partnership and Intel’s return to the memory business. Markets are wary of the interest-rate environment and regulatory uncertainty.

Companies mentioned:Intel、Apple、NVIDIA、Federal Reserve

Under half an hour! Warsh sets record for shortest Fed press conference: media seating changed, cautious remarks signal “less talk”

Published ・ Source Taiwan | 鉅亨網

Federal Reserve Chair Jerome Powell ended a press conference after about 30 minutes, setting a record for the shortest such event since 2011. Media seating was also rearranged alphabetically, signaling an effort to limit remarks.

Revenue Flash—Overview of August Revenue at Major Taiwan-listed Companies, Sep. 17, 2026 (13 companies added)

Published ・ Source Taiwan | 鉅亨網

Sales figures for 240 major Taiwanese listed companies in August 2026 were released, with 三商 and 南亞科 recording exceptionally high growth rates. A recovery in the financial, department-store and semiconductor industries was pronounced, suggesting an improvement in the broader economy.

Companies mentioned:三商、元大金、兆豐金、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

Demand for iPhone 18 Pro May Be Stronger Than Expected, Good News for Apple Shares

Published ・ Source Taiwan | 鉅亨網

Demand for the iPhone 18 Pro is stronger than expected, providing a boost for Apple’s stock. Analysts are focused on delivery times remaining stable despite increased supply.

Companies mentioned:摩根士丹利、GF Securities、花旗

Micron Faces New Threat as U.S. Memory Chip Dominance May Be Challenged

Published ・ Source Taiwan | 鉅亨網

US memory chip giant Micron is facing competitive pressure as Intel and SK hynix expand into the US market. The company is investing $250 billion to strengthen US manufacturing and maintain its technological edge.

Companies mentioned:マイクロン(Micron Technology)、インテル(Intel)、SKハイニックス(SK Hynix)、Synopsys

Memory Sets the Limits for AI! Micron Executive: Supply-Demand Imbalance Could Persist Beyond 2028

Published ・ Source Taiwan | 鉅亨網

A Micron Technology executive said AI development has made memory a bottleneck for system performance. Because factory construction takes a long time and manufacturing processes are complex, the supply-demand imbalance could persist beyond 2028, posing a major challenge for the industry.

Taiwan | 臺灣證券交易所(19)

[Acer Gaming-創] Subsidiary Winking Studios Limited Announces Execution of Share Buybacks

Published ・ Source Taiwan | 臺灣證券交易所

Winking Studios Limited, a subsidiary of 宏碁遊戲-創, acquired 26,900 shares on September 16, 2026, for SGD 5,541.70. Its treasury shares now total 2,139,600. The move could affect shareholders’ equity.

Companies mentioned:Winking Studios Limited

[美時] Important Subsidiary Alvogen Korea Co., Ltd. Announces Elected Directors

Published ・ Source Taiwan | 臺灣證券交易所

A director change has taken place at 美時 subsidiary Alvogen Korea. Tunie Zaku was appointed to replace Bjartur Shen, whose term expired. There is no significant impact on shareholders.

Companies mentioned:Alvogen Korea Co., Ltd.

[美時] Announces Receivable Arising from Capital Reduction and Refund of Capital by Singapore Subsidiary

Published ・ Source Taiwan | 臺灣證券交易所

美時 obtained a US$70 million receivable following a capital reduction by its Singapore subsidiary. The transaction is part of the group’s funding plan and is a related-party transaction.

Companies mentioned:Lotus International Pte. Ltd.、Lotus Investment Holding SARL、揚智聯合會計師事務所

[美時] Important Subsidiary Lotus International Pte. Ltd. Announces Capital Reduction

Published ・ Source Taiwan | 臺灣證券交易所

美時 subsidiary Lotus International reduced its capital by $70 million. The move aims to review its fund operations and cancels 81.3% of its shares.

Companies mentioned:Lotus International Pte. Ltd.、Lotus Investment Holding SARL、美時化学製薬株式会社

[美時] Important Subsidiary Lotus International Pte. Ltd. Announces Key Resolutions of 2026 Extraordinary General Meeting

Published ・ Source Taiwan | 臺灣證券交易所

美時 subsidiary Lotus International resolved to reduce its capital at an extraordinary shareholders’ meeting on September 16, 2026. The move signals a major financial restructuring, drawing attention to the company’s future business strategy.

Companies mentioned:Lotus International Pte. Ltd.

[美時] Important Subsidiary Lotus International Pte. Ltd. Announces 2026 Extraordinary General Meeting

Published ・ Source Taiwan | 臺灣證券交易所

美時 subsidiary Lotus International plans to convene an extraordinary shareholders’ meeting to discuss a capital reduction proposal.

Companies mentioned:美時、Lotus International Pte. Ltd.

[美時] Important Subsidiary Alvogen Korea Co., Ltd. Announces Key Resolutions of 2026 Extraordinary General Meeting

Published ・ Source Taiwan | 臺灣證券交易所

美時 subsidiary Alvogen Korea held an extraordinary shareholders’ meeting on Sep. 16, 2026, and approved a proposal to elect directors.

Companies mentioned:美時、Alvogen Korea Co., Ltd.

[華邦電] Plans to Acquire, Directly or Indirectly, 100% of the Restructured NOR Flash and F-RAM Businesses of Infineon Technologies LLC

Published ・ Source Taiwan | 臺灣證券交易所

華邦電 announced plans to acquire 100% of Infineon’s NOR Flash and F-RAM businesses for approximately NT$35.392 billion, strengthening its strategic position in the nonvolatile memory market. The move has major implications for competition in the semiconductor industry.

Companies mentioned:Infineon Technologies LLC

[保瑞] Announces Completion of Registration of Capital Reduction Following Cancellation of Restricted Employee Shares

Published ・ Source Taiwan | 臺灣證券交易所

Original保瑞(6472)は、従業員向け新株発行制限付き株式の消却による減資登記を2026年9月14日付で完了した。これにより実収資本と発行済株式数が変更され、1株当たり純資産が小幅に低下。

[中石化] Important Subsidiary 鼎越開發(股)公司 Announces Receipt of Taiwan High Court Criminal Ruling Revoking Seizure of Land at Lot 156, Section 3, Xisong Section, Songshan District, Taipei City.

Published ・ Source Taiwan | 臺灣證券交易所

中石化 subsidiary 鼎越開發 won a court ruling revoking the seizure of land. 鼎越開發 successfully appealed the seizure of land related to the Core Pacific City case.

Companies mentioned:中石化、鼎越開發、京華城股份有限公司

【華邦電】The board resolved to issue the company's fifth domestic unsecured convertible bonds.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:中國信託商業銀行、中國信託綜合證券

【華邦電】The board resolved to issue the company's fourth domestic unsecured convertible bonds.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:中國信託商業銀行、中國信託綜合證券

[AES-KY] Important Subsidiary Announces New Funding Loan Reaching the Threshold under Article 22, Paragraph 1, Subparagraph 2 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

Published ・ Source Taiwan | 臺灣證券交易所

An AES-KY subsidiary has extended an additional NT$1.422 billion in loans to its Vietnam plant, bringing the total balance to 16.97% of net worth.

Companies mentioned:AES-KY、Trend Power Technology(Vietnam) Company Limited

[芯鼎] Announces Resignation of Company Chairperson

Published ・ Source Taiwan | 臺灣證券交易所

芯鼎 Technology Chairperson Lo Sen-chou has resigned, effective Sep. 24, but will remain a director. The company is expected to elect a new chairperson soon.

Companies mentioned:芯鼎

[上福] Important Subsidiary Katun Holdings, LP. Makes Announcement under Article 25, Paragraph 1, Subparagraph 3 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

Published ・ Source Taiwan | 臺灣證券交易所

Original上福(6128)代重要子公司辦理背書保證,針對Katun Corporation提供84,506仟元保證,用於租賃業務。

Companies mentioned:上福、Katun Holdings, LP.、Katun Corporation

[上福] Makes Announcement under Article 22, Paragraph 1, Subparagraph 3 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

Published ・ Source Taiwan | 臺灣證券交易所

Original上福(6128)公告對子公司GPIKT DE, INC.進行資金貸與,新增金額143,100仟元,旨在支應營運資金需求。

Companies mentioned:上福、GPIKT DE, INC.

[上福] Important Subsidiary GPIKT DE, INC. Announces Termination of Loan to GPI CO. (SAMOA) LTD.

Published ・ Source Taiwan | 臺灣證券交易所

上福(6128) announced that its subsidiary is terminating a US$10 million loan to meet the group’s funding allocation needs.

Companies mentioned:上福(6128)、GPIKT DE, INC.、GPI CO. (SAMOA) LTD.

【景碩】Announcement of the Company's acquisition of engineering-related information

Published ・ Source Taiwan | 臺灣證券交易所

景碩 announced that it had obtained a plant engineering contract worth approximately NT$1.374 billion. The contract was approved by the chairperson and awarded by a non-related party. The move strengthens its operational infrastructure.

Companies mentioned:玄通系統工程股份有限公司

[上福] Important Subsidiary Katun Corporation Announces Change in Finance Head

Published ・ Source Taiwan | 臺灣證券交易所

At 上福 subsidiary Katun Corporation, finance head Jan Bolin was replaced by 薛志強 following a job reassignment. The change took effect on September 16, 2026.

Companies mentioned:Katun Corporation

Taiwan | Heho健康(4)

A little bleeding is nothing to worry about? Is a Pap smear enough? Does it only occur after menopause? Doctor explains 3 myths about endometrial cancer - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • The median age at diagnosis of endometrial cancer in Taiwan is about 57
  • The 61 reported in international literature
  • A full 4 years earlier
  • The proportion of patients can reach 35%
  • Young women in their 20s

Companies mentioned:Heho健康

What type of fetal chromosome test should you get? OB-GYN: Understand Down syndrome screening, NIPT and amniocentesis based on the goals of prenatal care - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:台北慈濟醫院

Endometrial cancer treatment reaches a new milestone! National Health Insurance coverage takes effect in 8 months, offering hope to patients facing difficulties - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • 67-year-old Ms. Liu
  • was diagnosed with stage IV endometrial cancer in 2025
  • recurrent abnormal vaginal bleeding for 1 year and a half

Companies mentioned:Heho健康

陳建州 suffers an acute myocardial infarction! TCM doctor urges: Don’t take it lightly just because you’re young; watch out for “these” symptoms - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • 49 years old

Companies mentioned:陳建州

Taiwan | 照護線上(1)

Ten-minute workout – an equipment-free arm-strengthening exercise

Published ・ Source Taiwan | 照護線上

Summary not yet available

Facts

  • Just ten minutes

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