Marriage leave increases from 8 days to 14 days starting in October! These married workers can also make up the leave; eligibility rules explained
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2026-09-17 12:00–15:00 JST
171 received, 171 listed, 4 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 170 items from 3 sources; Japan, 1 item 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)（63）
Another case of contaminated produce! Pesticide levels exceed limits in 1 fruit popular with Taiwanese consumers; all 13,000 kg destroyed. 1 vegetable also fails inspection—see the full list
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Companies mentioned：天崧企業公司、永鴻貿易有限公司、日豪農產有限公司、香港商赫士盟食品企業台北分公司
Why do old apartments in Taiwanese films always have barred windows and rooftop additions? It’s not just an art department’s attempt to make them look old—the real reason is one many people don’t know
The barred windows and rooftop extensions seen in Taiwanese films are not merely set design; they are part of the real urban landscape, shaped by postwar housing shortages and daily needs. These features reflect Taiwan’s social and architectural history.
Hualien’s “education subsidy” officially launches! High school students receive 10,000 yuan each semester—who qualifies and how to apply
Hualien County will begin providing high school students with an education subsidy of NT$10,000 each semester starting in academic year 115. All enrolled students, regardless of whether they attend public or private schools, are eligible, and schools will submit applications on their behalf. The goal is to ease the burden of education costs.
Mainland Chinese tourists are skipping Japan and South Korea! Visitors are flocking to 1 Taiwanese county or city, surging to 190,000; convenient transport and independent travel, with a rich array of itineraries and food
Passengers on the Kinmen Mini Three Links route topped 1,080,000 in the first half of 2026, with independent travelers from mainland China accounting for more than 96%. In preparation for the Golden Week holiday, local authorities are stepping up transport and safety management as the tourism boom continues.
Original台灣人錢都花去哪，這項目大增4成！圖解30年消費變化 網驚呼：老人國帳單
Spending on medical care and long-term care in Taiwan has risen 40% over 30 years. An infographic illustrating the realities of an aging society has drawn attention, with the phrase “老人国帳單” prompting a strong online response.
Original晚年最不缺錢3生肖！越老存款越多，第1名靠自己累積、退休生活最穩
According to Chinese media reports, people born in the Year of the Ox, Rat or Pig are said to be more likely to accumulate savings as they grow older. The Ox ranked first in particular for its prudent saving habits. The report highlights personal attitudes toward money and the importance of long-term asset building.
Companies mentioned：搜狐網
The Wall Street Journal: Driscoll’s brought blueberries to China, only for local rivals to “steal” its growing techniques
U.S. company ドリスコルズ developed the blueberry market in China but has struggled with price competition and intellectual property infringement amid technology imitation by local companies and low-cost production backed by government support. By 2025, China’s blueberry output had reached 2 times that of the United States.
Companies mentioned：ドリスコルズ、ノポシオン、Mountain Blue、ナイキ、スターバックス
BABYMONSTER’s Taipei Arena ticket prices revealed! Top price 6780 yuan, with perks for an extra 20 yuan; ticket prices and sale times at a glance
K-pop girl group BABYMONSTER announced 2 concerts at Taipei Arena in November 2026. Tickets are divided into 7 price tiers, and buyers of the top-priced 6780-yuan tickets can add perks for 20 yuan. Sales in multiple phases begin October 12. The major international entertainment event has drawn widespread fan attention.
Companies mentioned：Ticket Plus、JOOX、Klook、永豐金證券
Fed raises rates by 1 notch, yet Taiwan stocks surge 900 points? Di Xiang sees a “hawkish but dovish” signal; watch for gold breaking support
The Fed raised rates by 1 notch, but markets reacted positively and Taiwan stocks surged more than 900 points. Financial writer Di Xiang said the signal was “hawkish but dovish” and that a break below gold’s support level warrants attention, reflecting renewed market confidence in the Fed.
JKoPay and All Pay both lose out! Taiwan’s top digital payment service wins on broad acceptance, generous rewards and ease of use: “You can really feel the savings”
LINE Pay Money launched electronic payment services in Taiwan in December 2025 and surged to the top with a 32.4% market share in Q2 2026. With 全支付 and JKoPay tied at 19.3%, the market is undergoing a reshuffle.
Companies mentioned：連加網路、連加電子支付、未來流通研究所
Is it off-limits to ask whether the Hsinchu MRT will begin construction in 四 years? Chuang Ching-cheng fires back at online user, then promptly shuts down account, sparking debate
Hsinchu mayoral candidate Chuang Ching-cheng pledged to begin construction of the Hsinchu Metro within 4 years, but his response when social media users asked how he would make it happen has sparked controversy. Critics called the candidate’s response inappropriate, raising questions about the credibility of the campaign.
Companies mentioned：民進黨
1% Recommendation Weekly: Apple’s first foldable phone; why are luxury brands “straying from their core business”? The new battleground for 2027 wedding banquets and other style perspectives
1% Style analyzes Apple’s first foldable phone, the “iPhone Duo,” luxury brands’ expansion into lifestyle products, and the reshaping of the wedding banquet market in 2027. The focus is on the intersection of technology and lifestyle.
Companies mentioned：Apple、LVMH、Louis Vuitton、Chaumet、Berluti、TAG Heuer、Moët Hennessy、Prada、台北文華東方、Hotel MVSA 慕舍、新北北海温泉洲際、宜蘭了了礁溪、台南遠東香格里拉
A new amusement park is coming to Taiwan! “Spanning 2000 ping, accessible by MRT and TRA, with excellent transport links”—opening date and location revealed
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Companies mentioned：Mitsui Shopping Park LaLaport、星宇航空
Beijing Watch: Rural elementary schools turned into nursing homes! China loses 8000 elementary schools in 1 year, with the effects of the population decline potentially reaching universities
In rural China, elementary schools are being converted into facilities for older people. Falling birth rates and an aging population have left education resources in surplus and care resources in short supply. This is an important sign of social structural change.
Companies mentioned：新京報
Daughter returns to her hometown with grandson for 4 days and spends 150,000! Her 67-year-old father is stunned to hear, “We’ll come again in September”; couple makes 1 decision and politely declines
Summary not yet available
Facts
- They ended up spending about 150,000 yen
- The couple currently receive a combined total of about 250,000 yen in pension payments each month
- They still have about 28 million yen in savings
- The two spent about 110,000 yen in total
- 25.8% of older respondents said they hope to prioritize spending their money on their children and grandchildren in the future
- Another 32.4% of respondents said they hope to prioritize spending their money on hobbies and leisure activities
Companies mentioned：THE GOLD ONLINE、日本內閣府
Could Cape Number Seven’s Shuiwa become a lawyer? Ying Wei-min takes on the bar exam, with astonishing results revealed
Cape Number Seven actor Ying Wei-min made his first attempt at the lawyer’s exam at age 55, scoring 308 points but failing to pass. His determination to make a career change across fields has drawn public attention to career reinvention among middle-aged and older people.
Courting young diners! “叼貓 麻辣烤魚” opens in Xinyi District, featuring seven signature Sichuan-Chongqing flavors
ATT Group’s new brand, “叼貓 麻辣烤魚,” will open in Taipei’s Xinyi District on September 18. It is targeting demand among young people for group dining with 7 Sichuan-style flavors.
Companies mentioned：ATT集團
Banquet at council allegedly involved vote-buying! Changhua County Council Speaker 謝典霖 and his parents’ homes searched; 5 people arrested in court, prosecutors seek detention
Changhua County Council Speaker Hsieh Tien-lin and 5 members of his family, including his parents, were arrested on suspicion of vote-buying through banquets at the county council, with prosecutors seeking their detention. The sources of political funds and alleged collusion have come under scrutiny, making this a major case with implications for the integrity of elections in Taiwan.
Why do Taiwanese people would rather travel abroad than take domestic vacations? Experienced travelers reveal 2 key reasons: they simply won’t consider it
Taiwanese travelers often choose overseas trips because domestic travel costs nearly as much and feels less novel. Online discussions point to high accommodation prices and repetitive experiences as the 2 main reasons, prompting reflection on domestic tourism policy.
翁章梁 wins a third consecutive term, but why has 盧秀燕 plunged close to the bottom? Scholars break down the 2026 county and city mayor rankings: she has a disadvantage
天下雜誌 released its 2026 satisfaction rankings for county and city mayors, with Chiayi County Magistrate 翁章梁 topping the list for a third consecutive time and Taichung Mayor 盧秀燕 at the bottom, prompting discussion. Scholars analyze differences in perceptions of governance behind the rankings.
Companies mentioned：天下雜誌
LG deepens its “AI that understands you” smart-living vision, connecting products, services and local experiences to continue expanding the local value of technology
LG is taking an integrated approach to products, services and educational support in the Taiwan market through “AI in Action.” Its efforts to enhance quality of life through AI have been recognized.
Companies mentioned：全家便利商店、玩轉學校、逢甲建築小書屋
Check your passbook now! The Labor Insurance Bureau is depositing payments today, with up to 100,000 yuan per person; unclaimed money will be forfeited—see when all 15 types of benefits will be paid
The Ministry of Labor’s Bureau of Labor Insurance will begin paying several benefits, including childbirth benefits, in September. The childbirth lump-sum payment will increase to a maximum of 100,000 yen, and the application deadline is 5 years. Protecting people’s rights is essential.
Hua Sheng Technology’s Ultra96 cable earns HDMI certification, positioning for the next generation of high-speed audio and video transmission with 96Gbps bandwidth
A 2-meter Ultra96 cable from 華陞科技 has received HDMI certification. Supporting 96Gbps, it is accelerating the company’s entry into the HDMI 2.2 market. The certification is an important proof of its technical capabilities.
Companies mentioned：UL Solutions
Trump insists on rate cuts, but the 聯準會 unanimously votes to raise rates: the real test of central bank independence is only just beginning
The U.S. 聯準會 unanimously approved its first rate hike in three years. Chair Warsh demonstrated the central bank’s independence, while President Trump publicly criticized high interest rates, highlighting tensions between politics and monetary policy.
Companies mentioned：聯準會、白宮
Is a 1-notch rate hike just the appetizer? Ruan Mu-hua warns there could be a “second wave,” revealing the truth behind Taiwan stocks’ countertrend rebound: don’t rush in before 2 dominoes fall
The U.S. Federal Reserve raised rates by 1 notch. Financial expert Ruan Mu-hua analyzed the conditions behind the rebound in Taiwan stocks, identifying oil prices and real interest rates as key indicators. He warned that the risk of a second wave of rate hikes remains and investors should be cautious about chasing prices.
Companies mentioned：緯穎、風傳媒
Global No. 1 takes over No. 4! 華邦電 spends 35.4 billion to “snap up” 英飛凌, acquiring its F-RAM and European and U.S. automotive business footprints
華邦電 is acquiring 英飛凌’s NOR Flash and F-RAM businesses for NT$35.4 billion, gaining technology, talent and automotive customers to strengthen its global leadership position.
Companies mentioned：華邦電、英飛凌、Infineon Technologies AG、Infineon Technologies LLC、Spansion、AMD、富士通、賽普拉斯半導體
Cape Number Seven actress gains 8 kilograms! 安乙蕎’s pregnant-woman portrayal is so convincing that a kind stranger offers her a seat on the MRT
Original女優安乙蕎が大愛ドラマ『今天愛上我』で妊婦役を演じるため40日間で8kg増量。高温下での撮影やコロナ感染など困難を乗り越え、自己受容の重要性を実感した。
Companies mentioned：大愛テレビ
If all 5 family members are covered under one person’s National Health Insurance, do you really have to pay for all 5? Many don’t know that “only up to 3 dependents count”
When a family of five is covered under one person’s National Health Insurance, premiums are calculated for a maximum of three dependents; adding a fourth or more does not increase the standard premium. The system eases the burden on families, but eligibility requirements must be met.
Seniors, claim your money! Senior cards across Taiwan now offer enhanced benefits, paying up to 1,500 yuan a month until death; eligible residents receive credits automatically on their cards
Starting in 2026, benefits under senior and disability-friendly cards will be greatly expanded across all 22 counties and cities in Taiwan, allowing them to be used for a wide range of services, from transportation to medical care and shopping. Residents aged 65 and over, or 55 and over in some areas, are eligible, and points are credited automatically.
How long can older farmers stay abroad before their allowance is suspended? Staying more than 183 days a year isn’t enough to qualify! Many get the real calculation for the “most recent 36 months” wrong
Eligibility to receive the older farmers’ allowance is not calculated by calendar year. Instead, the previous 36 months are reviewed monthly in three segments, and recipients must have lived in Taiwan for at least 184 days in each segment. Misunderstanding the rule could lead to payments being suspended.
Companies mentioned：勞動部勞工保險局、農業部
NIKKA Group announces the launch in Taiwan of the first “Taketsuru Honshin” series and Miyagikyo 10-year whisky, with a deluxe Yoichi 10-year edition also unveiled
NIKKA WHISKY has officially launched the first edition of its “竹鶴本真” series, along with 10-year-old Miyagikyo and 10-year-old Yoichi, for the Taiwan market. The representative Japanese whisky brand is stepping up its expansion in Taiwan with limited-edition releases and premium spirits.
Companies mentioned：NIKKA WHISKY、盛豐行
陳建州 rushed to National Taiwan University Hospital with suspected heart attack! Accused of “cutting the line to take a hospital bed”? Doctor explains the key point: this type of emergency does not have to wait
Taiwanese entertainer Blackie Chen was taken to National Taiwan University Hospital after suffering an acute myocardial infarction and is receiving emergency treatment. Some online users have questioned how quickly a hospital bed was secured, but doctors have explained the response procedures for acute cases and emphasized the exceptional circumstances.
Companies mentioned：台大医院
Major new Transportation Ministry rules! New regulations take effect nationwide, with “fines of up to 60000 yuan and license revocation” for violations—see the latest rules in one article
The Ministry of Transportation and Communications is introducing a proactive review system that links medical data for drivers with visual impairments, epilepsy or dementia. Licenses will be revoked if drivers do not meet the requirements, and driving without a license carries a fine of up to 60,000 yen.
BBC Big Questions: What weapons could the United States deploy in outer space?
The United States announced that it had deployed space weapons in Earth orbit, raising concerns about an intensifying space arms race with China and Russia. The move is seen less as a technological advance than as a geopolitical message.
Snell exits after 1 inning with an injury! Reds win 6-2 to avoid being swept, while Dodgers must wait to clinch the division
Dodgers starting pitcher Snell left after 1 inning with a left groin strain, and the team’s offense also struggled as it lost 2-6 to the Reds. The division title was delayed, while the Reds secured the win with 13 hits.
Companies mentioned：Los Angeles Dodgers、Cincinnati Reds
How will the 2026 election be decided? Not Taipei: writer names “2 cities” where the blue and green camps are betting it all, with a loss shaking up 2028
In Taiwan’s 2026 local elections, New Taipei City and Kaohsiung are seen as the most important battlegrounds for the blue and green camps. The writer “漂浪島嶼” says the outcomes there will have a major impact on the 2028 presidential election.
Chinese parent reveals posture-correction method! Bamboo skewers “everywhere” under the chair back, chin and feet; netizens horrified: “It’s straight out of a Qing dynasty torture chamber”
A video showing parents in China using a chair fitted with bamboo skewers and thumbtacks at the backrest, under the chin and near the feet to correct their child’s posture drew a wave of online criticism. Mocked as “Manchu torture” for its harshness, the method has sparked social debate.
Companies mentioned：風傳媒
Taiwan | 鉅亨網（32）
Ascend 960 to launch as early as next year’s Q1! Huawei says its first Ascend 960 supernode using NPO technology will launch next year’s Q3, with a new chip generation every year going forward
At Huawei Connect 2026, Huawei unveiled the Ascend 960 SuperNode. Using NPO technology for the first time, it supports AI models with 10 trillion parameters, contributing to the strengthening of China’s AI infrastructure.
M31 expands technology partnership with Rambus, strengthening its one-stop MIPI solution
M31 expanded its partnership with Rambus on MIPI controller technology, offering a one-stop solution integrated with PHY. The move addresses demand for high-resolution video and strengthens market competitiveness.
Companies mentioned：Rambus
Shin Pin’s 3 growth engines join forces to drive operations as it aggressively enters the ASEAN market
Sinphar (1734-TW) is pursuing growth through its 3 core businesses: pharmaceuticals, functional foods, and medical beauty products. Sales in the first 8 months totaled 2.29 billion yuan, up 5.83% year over year, as the company accelerates its expansion into ASEAN markets.
Companies mentioned：杏国(4192-TW)
Surging fuel costs weigh heavily on aviation industry as U.S. airlines consider cutting flights
アメリカン航空 and ユナイテッド航空 are considering reducing flight schedules from the fourth quarter onward to cope with soaring fuel prices. The strategic adjustment is aimed at maintaining profitability and could have repercussions across the industry.
Companies mentioned：アメリカン航空、ユナイテッド航空
Fighting inflation! The Fed raises rates by 1 notch as expected; Cathay United Bank forecasts another 1-notch hike in December
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Companies mentioned：国泰世華銀行
Taiwan-Germany Semiconductor Exchange Takes Place; National Science and Technology Council: Deepen Bilateral Semiconductor Chip and Industry Innovation Strategies
Taiwan's National Science and Technology Council and Germany's BMFTR announced the results of semiconductor cooperation in Germany. They are promoting joint research on advanced chips and AI technology, reaffirming Taiwan's technological capabilities and international role.
Companies mentioned：Infineon (DE-IFX)、BMW、TSMC (2330-TW)、Siemens AG、Friedrich-Alexander University Erlangen-Nürnberg (FAU)、Fraunhofer IIS
〈Stock Focus〉Strong Revenue and Buyback Drive Gains in Foxconn Technology Shares, Sending Price and Volume to This Year’s High
Original鴻準8月營收創歷史新高，年增近6成，庫藏股激勵下股價量價齊揚，創今年新高，顯示市場信心強勁。
Life Tour Deepens Franchise Ecosystem with “Good Neighbors in Travel” Brand Initiative
Life Tour launched its “Good Neighbors in Travel” initiative, combining headquarters resources with 86 franchise stores to strengthen local services and customer relationships. The move reflects a trend of brick-and-mortar travel agencies transforming into community travel partners and offers an industry model.
Equities Business Props Up the Core! Goldman Warns of Q3 Results: Fixed-Income Business Shows Some Weakness, Overall Expenses to Rise
Goldman Sachs' CEO forecast weakness in the FICC division in the 3rd quarter and highlighted the strength of its equities division. He also signaled rising costs, prompting investors to reassess.
Companies mentioned：バークレイズ
Could OpenAI’s $1.2 Trillion Valuation Help Oracle Emerge from the AI Slowdown Shadow?
Reports that OpenAI is considering raising funds at a valuation of more than $1.2 trillion could have a positive impact on Oracle and CoreWeave, which are grappling with concerns about a slowdown in AI investment.
Companies mentioned：Oracle、CoreWeave、OpenAI、Circular Technologies
Tripod’s September Orders Remain at a High of NT$百億; Q3 Revenue Set to Hit a Record and Test the NT$30 Billion Mark
Tripod Technology’s September orders topped the NT$百億 mark, driven by demand for server and memory boards. Third-quarter revenue is set to test the NT$30 billion mark, with full-year revenue potentially exceeding NT$千億. Capital expenditures also hit a record.
Companies mentioned：金像電、臻鼎-KY、欣興、蘋果、華為、三星、小米
Chinese Visitors to Japan Plunge 59%, Declining for 9 Straight Months
The number of visitors to Japan from China fell 59%, marking a 9th consecutive month of decline, as political remarks and flight cuts took their toll. The blow to Japan's economy is severe.
Companies mentioned：全日空、日本航空、航班管家DAST、野村総合研究所
AI-Backed New Ten Major Infrastructure Projects! National Development Council: Public Construction Enters Harvest Phase in Q4, Full-Year Completion Rate Could Reach 95%
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Not Giving Up on Data Centers! Finance Commentator Bets AI Spending Will “Continue to Grow Rapidly”
CNBC's Jim Cramer predicts that corporate AI spending will continue to rise rapidly even as safety concerns about AI grow. He recommends investing in data center-related companies.
Companies mentioned：Salesforce、Anthropic、OpenAI、Palo Alto、Okta、CrowdStrike
InnoPhar’s Enlarged Prostate Drug Enters South Korea, Targets US$100 Million Opportunity
瑩碩 granted YS exclusive rights to market its enlarged prostate drug 「益利舒」 in South Korea, targeting a US$100 million market. The move expands its international footprint, while multiple products helped drive August revenue up 46.36% year over year, signaling strong growth momentum.
Companies mentioned：YS
OpenAI’s “Lily Project” Revealed; Your Chat History May Be Undergoing Human Review
Under OpenAI's "Lily Plan," ChatGPT conversations by users are being reviewed by human staff outside the company. They could contain extremely sensitive information, raising important privacy and AI ethics concerns.
Companies mentioned：Anthropic
Power Bottleneck Solved? Nvidia Unveils DSX MaxLPS, Boosting Token Output by Up to 40% with the Same Power
AI chip giant Nvidia unveiled DSX MaxLPS, which can boost token generation capacity at AI factories by up to 40% without expanding power infrastructure. It is drawing attention as a new solution to power constraints.
Companies mentioned：Lambda、Emerald AI、Silicon Valley Power
Bond Market Storm Looms: If Yields Break 6%, U.S. Stocks Could Correct 20%
Rising yields on long-term U.S. Treasuries are creating headwinds for the U.S. stock market, which has climbed on expectations for AI-driven growth. Analysts have warned of a risk of a 20% correction if the 30-year Treasury yield reaches 6%.
Companies mentioned：BTIG、Evercore ISI、高盛、Wells Fargo Investment Institute、Strategas
Original波克夏有意加碼日本5大商社 伊藤忠透露持股可能升至15%
伊藤忠's chairman said バークシャー・ハサウェイ could raise its holdings in Japan's 5 major trading houses to 15%. The move signals a stable, long-term investment stance and is drawing heightened market attention.
Companies mentioned：バークシャー・ハサウェイ、三菱商事、住友商事、三井物産、丸紅、伊藤忠商事
Oil Prices, Inflation and Geopolitical Risks Converge: Yuanta Futures and CME Examine Global Market Opportunities
Yuanta Futures and the Chicago Mercantile Exchange (CME) jointly held an options trading forum to analyze global investment strategies amid oil price, inflation and geopolitical risks. Experts highlighted AI-driven growth but noted that high interest rates and energy risks persist, urging investors to use futures and options for cross-market positioning and risk management.
Companies mentioned：CME Group、Cboe、QQQ ETF
Fed Raises Rates by 1 Notch; Trump Says He Spoke with Warsh Before the Fed’s Rate Hike
President Trump met with the Federal Reserve chair before a rate hike, expressing his views while respecting the Fed's policy independence. The Fed raised rates for the first time in 3 years and stressed the importance of maintaining its independence.
Bad News Out of the Way! Taiwan Stocks Rebound Strongly, Led by Active ETFs “Top Gainer 00411A” and “Top Traded 00406A”
After the U.S. Fed raised rates, Taiwan stocks rebounded by more than 900 points. The actively managed ETF "00411A" posted the biggest gain, while "00406A" led trading volume on the strength of its high dividend yield. AI and dividend expectations drove the market.
Companies mentioned：統一投信、中信投信、台新投信、群益投信、元大投信
The Agentic AI Era Is Here! Huawei Forecasts Global Token Consumption to Surge 10萬-Fold by 2035
Huawei predicts that global token consumption will increase 100,000-fold by 2035 with the advent of the Agentic AI era. It stressed that a comprehensive evolution of AI infrastructure is essential.
Companies mentioned：清華大学
Stocks and Bonds Both Fall After Fed Rate Hike! 10-Year Treasury Yield Breaks Above 5% Again as Markets Fear More Hikes
After the U.S. Federal Reserve (Fed) decided to raise rates, stock and bond markets fell simultaneously, and the 10-year U.S. Treasury yield topped 5%. Markets are increasingly concerned about further rate hikes.
Companies mentioned：Cetera金融集團、NISA Investment Advisors、SLW Investments、Laffer Tengler Investments、DWS
〈Stock Focus〉Aton’s OCEANUS 1 Cable-Laying Vessel Begins Operations, Sending Shares to Limit-Up
Taiwanese telecom infrastructure company Adtec introduced the 15,000-ton-class cable-laying vessel OCEANUS 1 and began commercial operations. Its entry into the marine energy market sent its share price soaring, while business expansion into Southeast Asia and the Middle East is accelerating.
Three Signs U.S. Stocks Are Turning Bullish! Which Industries Could See “Price Hikes and Explosive Demand” in 2027?
The Federal Reserve raised rates by 1 notch, while strong economic data support a long-term bull market in U.S. stocks. Taiwan stocks are benefiting from the AI supply chain boom, with advanced packaging, IC substrates and CPO suppliers set to see price hikes and a surge in demand, creating investment opportunities.
Companies mentioned：摩根大通、輝達、日月光、京元電、力成、群創、友達、欣興、景碩、臻鼎-KY、尖點、南亞、金居、德宏、沛亨、訊芯-KY、眾達-KY、穩懋、全新、順德、旺矽
Markets Have Priced in a 1-Notch BOJ Rate Hike to Follow the Fed! Expert: Higher Bar to Support the Yen; If Tomorrow’s Guidance Is Not Hawkish, It Could Test 160 Again
After the U.S. Federal Reserve raised rates, markets expect the Bank of Japan to follow suit. Experts warn that if the BOJ’s policy guidance is not hawkish enough, the yen could weaken to 160 again, making it harder to support.
Companies mentioned：ACCM、三井住友日興証券、青空銀行
Auto Market Shake-Up! BYD’s Global Sales Surpass 福斯, Making It No. 2 Worldwide Behind 豐田
BYD’s global sales reached 440,000 vehicles in August 2026, surpassing 福斯 to become the world’s second-largest automaker, behind only 豐田. The shift reflects a realignment of the industry amid electrification and globalization.
Companies mentioned：福斯、豐田、奇瑞、吉利、福特、通用、奧迪、Skoda、保時捷
Trump Signs Memorandum to Remove Canadian Products from U.S. Government Procurement Program
U.S. President Trump signed a memorandum excluding Canadian products from U.S. government procurement. As trade tensions escalate, the two countries are imposing tougher tariffs on each other. Significant economic impacts are expected.
“New Bond King” Jeffrey Gundlach: Fed Should Raise Rates by 2 Notches; U.S. Stock Valuations Near Danger Zone
Jeff Gundlach of DoubleLine Capital urged the Fed to raise rates by 2 steps amid persistent inflation and rising AI-related risks. He has completely exited AI-related investments in his own portfolio and is strengthening his defensive stance. He warned that U.S. stocks are overvalued and credit markets are distorted.
Companies mentioned：DoubleLine Capital、Fed、SpaceX
00934 Adds Phison and EVA Air in Portfolio Rebalance, Targets Low-Base Growth Stocks After Dividend Season
Taiwan high-dividend ETF CTBC Growth High Dividend (00934) adjusted its holdings, adding growth-potential stocks including Phison and EVA Air. The move reflects a strategic shift from an income focus to a growth focus and offers investors an important reference point.
Companies mentioned：群聯(8299-TW)、長榮航(2618-TW)、興富發(2542-TW)、文曄(3036-TW)、中興電(1513-TW)、聯發科、緯穎、亞翔、大立光、鈊象、技嘉、廣達、華碩、威剛、聯詠、瑞昱、漢唐、大聯大、可成
Goldman Reverses Course! Expects Fed to Raise Rates by 25 Basis Points Again in October, with Year-End Rate at 4%-4.25%
Goldman Sachs expects the Fed to raise rates in October. The likelihood of continued rate hikes is increasing amid slower-than-expected cooling in inflation and a strong economy.
Companies mentioned：高盛グループ
Japan | EDINET 金融庁開示（1）
[DAI-DAN CO., LTD.] Correction to Securities Report — 97th Fiscal Year (2025/04/01–2026/03/31)
DAI-DAN CO., LTD. filed a corrected securities report for its 97th fiscal year (fiscal year ended March 2026). The company maintained its trend of higher revenue and profit and disclosed strong financial results.