# AI News 180m Report｜2026-09-18 06:00–09:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 117 items from 4 sources; Japan, 3 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 10-year Treasury yield falls back to 4.93%; analyst: The worst of the selling is over

- Published: 2026-09-18T07:10:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609574
- anchor: #n2820531
- Companies mentioned: 聯準會、Fed、FOMC、Edwards Asset Management、Bob Edwards、CNBC、道瓊

Facts:
- 30-year yield falls more than 6 basis points to 5.282%
- 2-year yield also slips more than 5 basis points to 4.67%
- Raises the federal funds target range to 3.75% to 4%
- Initial U.S. jobless claims total 196,000
- 低於道瓊調查經濟學家預估的20.7萬人

## SpaceX rises 5%, then extends gains; AI demand has not slowed

- Published: 2026-09-18T07:02:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609584
- anchor: #n2820264
- Companies mentioned: SpaceX、SK海力士、英特爾、特斯拉

Facts:
- Rises 2.6%
- To $154.81
- Jumps 5.2%
- AI revenue is expected to reach about $67 billion
- The estimate in June was only $38 billion
- AI revenue is expected to reach about $275 billion
- The estimate in June was about $110 billion
- The backlog at major cloud service providers is about $2.5 trillion
- Second-quarter cloud revenue topped $100 billion for the first time
- Data center capital spending also exceeded $100 billion for the first time
- Has 1.4GW of AI computing capacity
- AI computing capacity can reach as much as 10GW
- Previously reached a high of $225.64
- Fell to a low of 104

## Lip-Bu Tan warns memory shortage will worsen next year; 美光 and SK海力士 ADRs jump more than 4%

- Published: 2026-09-18T07:01:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609579
- anchor: #n2820265
- Companies mentioned: 英特爾、美光、SK海力士、Kepler Compute

Facts:
- 美光 (MU-US) jumped 5.50% on Thursday (17日), closing at $977.50.
- SK海力士 ADR (SKHY-US) surged 4.64% on Thursday to $182.99 per share.
- Memory prices have risen 5 to 7 times
- Memory costs cannot account for 70% to 80% of a product’s total costs over the long term

## Has the U.S. bull market run its course? The world’s strongest sovereign wealth fund reveals a “pullback signal”

- Published: 2026-09-18T06:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609014
- anchor: #n2820266
- Companies mentioned: 紐西蘭退休基金、NZ Super Fund、喬·湯森、Jo Townsend、輝達、NVIDIA、蘋果、微軟、Alphabet、亞馬遜、挪威主權基金、挪威銀行投資管理公司、NBIM、Nicolai Tangen

Facts:
- A sovereign wealth fund with about $54 billion in assets under management
- The fund’s investment returns grew 14.2%
- Generating NZ$9.3 billion in asset gains
- The New Zealand Superannuation Fund’s average annualized return over the past 20 years was 9.68%
- Lowering its long-term annualized return expectation from 7.8% to 7.2%
- The fund’s U.S. assets are worth about NZ$31.7 billion
- NVIDIA（輝達） is its largest holding, with a market value of about NZ$3 billion
- Norway’s sovereign wealth fund, with $2.3 trillion in assets under management
- Generated a record profit of nearly $185 billion

## Altman reveals “post-Astra” model: Already able to take on unsolved problems from top mathematicians

- Published: 2026-09-18T06:45:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609591
- anchor: #n2820267
- Companies mentioned: OpenAI、Salesforce

Facts:
- OpenAI has spent at least $15 million on computing power
- A proof spanning 166 pages

## 〈U.S. Stocks After Hours〉 Oil prices and Treasury yields both fall; Nasdaq gains nearly 1.7%, Philadelphia Semiconductor Index surges more than 3%

- Published: 2026-09-18T06:43:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609573
- anchor: #n2820268
- Companies mentioned: 聯準會 (Fed)、Meta (META-US)、蘋果 (AAPL-US)、Alphabet (GOOGL-US)、微軟 (MSFT-US)、亞馬遜 (AMZN-US)、AMD (AMD-US)、博通 (AVGO-US)、輝達 (NVDA-US)、應用材料 (AMAT-US)、高通 (QCOM-US)、美光 (MU-US)、威騰電子 (WDC-US)、SanDisk (SNDK-US)、希捷 (STX-US)、SK海力士ADR (SKHY-US)、台積電 ADR (TSM-US)、日月光 ADR (ASX-US)、聯電 ADR (UMC-US)、中華電信 ADR (CHT-US)、英特爾 (INTC-US)、Nebius (NBIS-US)、CoreWeave (CRWV-US)、諾基亞 (NOK-US)、安謀 (Arm Holdings) (ARM-US)、BakerAvenue Wealth Management、Truist、Forex.com、PIMCO

Facts:
- Nasdaq Composite jumps nearly 1.7%
- Philadelphia Semiconductor Index surges about 3.1%
- Fed unanimously votes 12-0 on Wednesday to raise rates by 1 quarter-point
- Raises the federal funds target range to 3.75% to 4%

## 〈Energy After Hours〉 Saudi Arabia boosts crude supply; oil prices retreat nearly 1% but hold above $100 a barrel

- Published: 2026-09-18T06:30:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609485
- anchor: #n2820269
- Companies mentioned: 沙烏地阿拉伯、葉門胡塞武裝、沙烏地阿美(Saudi Aramco)、美國能源部、克里斯．萊特(Chris Wright)、DBS Group(DBSDY-US)、蘇沃．薩卡爾(Suvro Sarkar)

Facts:
- Settled at $104.82 a barrel
- Settled at $101.91 a barrel
- This pipeline, about 1,200 kilometers long
- Affects about 4% of global oil supplies
- Brent crude prices could stabilize in the $85 to $95 a barrel range
- Oil prices could briefly climb toward $120 a barrel

## 〈New York Foreign Exchange Market〉 Dollar’s six-day winning streak ends after Fed rate hike; pound weakens after central bank stands pat

- Published: 2026-09-18T06:30:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609363
- anchor: #n2820270
- Companies mentioned: 美國聯準會、英格蘭銀行、日本銀行、聯邦公開市場委員會、AJ Bell、MUFG、LPL Financial

Facts:
- The dollar gained nearly 1.5% over the past six trading days
- Keeps its benchmark interest rate unchanged at 3.75%
- Advocates a 25-basis-point rate hike
- Markets put the odds of this rate hike at 55%
- The pound fell 0.2% against the dollar on Thursday
- The pound fell 0.2% against the dollar on Thursday to $1.3356
- The dollar fell 0.2% against the yen
- The dollar fell 0.2% against the yen to 155.98
- Markets widely expect 日本銀行 to soon raise rates by 25 basis points
- Crude oil prices top $100 a barrel
- Dollar Index at 100.2211
- 歐元 兌美元 (EUR/USD)匯率報1 歐元 兌1.1476美元
- Pound against the dollar

## 〈台股盤前要聞〉台指期夜盤大漲突破4萬7、央行不跟進升息對房市再鬆綁

- Published: 2026-09-18T06:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607477
- anchor: #n2820271
- Companies mentioned: 台灣央行、中石化、大立光、台灣固而美工業、台積電、台塑、友達、力積電、愛立信、聯發科、台灣大、精誠、貝萊德

Facts:
- Taiwan stocks closed at 46,288 on the 17th
- Up 439.1 points
- Climbs back above the 46,000 mark
- 成交量擴增至8194.05億元
- Foreign investors shift from selling to buying, with net purchases of NT$12.185 billion
- Main net purchases included 53,000 lots of 友達
- 33,000 lots of 力積電
- Taiwan index futures rose nearly 700 points overnight, briefly reaching 47,161; TSMC ADR (TSM-US) gained more than 2%
- 由6成調升為7成
- Taiwan’s forecast economic growth rate (GDP) for the second half of the year is 9

## 台積電 reportedly to raise prices 10%; AMD Q4 chip prices reportedly to rise 10%, while Ryzen increase remains unconfirmed

- Published: 2026-09-18T06:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609532
- anchor: #n2820121
- Companies mentioned: 台積電、AMD、超微、英特爾、ChannelGate、Radeon、Instinct

Facts:
- Raised by about 10%
- The increase is about 10%
- An increase of about 10%
- Raised by up to 10%

## 〈Yuan Zhifeng Column〉Hong Kong stocks lack positive catalysts

- Published: 2026-09-18T05:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609484
- anchor: #n2820122
- Companies mentioned: 快手、智譜、建滔積層板、騰訊、阿里、中海油、Minimax、濰柴動力、比亞迪股份、信達生物、百濟神州、中銀香港、中國聯通、寧德時代、中通快遞、銀河娛樂、老鋪黃金、周大福、中石油、中石化、新奧能源、華潤萬象生活、恒隆地產、港交所、新鴻基地產、港鐵、中華煤氣、華潤置地、紫金礦業、農夫山泉、中國神華、大型科技股、美團、聯想、京東健康、阿里健康、地平線機器人、小鵬集團、比亞迪電子、嗶哩嗶哩、中芯國際、華虹宏力、攜程、蔚來、舜宇光學、人工智能、生物科技股、山東黃金、招金礦業、中國燃氣、華潤燃氣

Facts:
- 快手 (1024, $29.94)
- Target price: $33.0
- Stop-loss price: $28.5
- Fell as much as 356 points to 24,358
- Closed at 24,604

## Condemning the crackdown on Hong Kong’s freedom and democracy, 歐洲議會 urges the 歐盟 to sanction 李家超

- Published: 2026-09-18T08:30:45+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609180015.aspx
- anchor: #n2820666
- Companies mentioned: 歐洲議會、歐盟、香港特首、李家超、獵人書店、香港支聯會

Facts:
- A total of 401 people have been arrested on charges of endangering national security
- 182 people have been convicted

## Good Morning World》Inflation tops 2% amid strong economy, but central bank holds rates; Yang Chin-long: K-shaped economy must be considered

- Published: 2026-09-18T08:24:50+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202609185001.aspx
- anchor: #n2820661
- Companies mentioned: 中央銀行、美國聯準會、國發會、日本維新會、格羅方德、運動部、彰檢、捷克國家電影資料館、立陶宛維爾紐斯、Skalvija電影院

Facts:
- Economic growth rate in 2026 to reach 11.48%
- Full-year consumer price inflation (CPI) at 2.03%
- 第2戶購屋貸款成數上限為7成
- $550 billion in investment in the United States
- 2 trillion to 3 trillion yen
- 410 billion to 615.1 billion
- Tariffs as high as 100%
- A limited edition of 50,000 sports vouchers worth 500 yuan each

## Russian parliamentary elections set for the 18th; Putin’s camp all but certain to win

- Published: 2026-09-18T07:55:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609180014.aspx
- anchor: #n2820585
- Companies mentioned: 團結俄羅斯黨、俄羅斯共產黨、自由民主黨、正義俄羅斯黨、新人黨、亞博盧黨

Facts:
- Conscripts 300,000 reservists

## 彭博: 美國 reportedly to announce tariffs on excess capacity after next week’s Trump-Xi meeting

- Published: 2026-09-18T07:29:58+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609183001.aspx
- anchor: #n2820518
- Companies mentioned: 彭博、美國、中國、川普、習近平、美國貿易代表署、白宮、美國貿易內情

Facts:
- Imposes 7.5% tariffs on goods from 中國
- Tariff rates on 中國 return to around 20% during 川普’s second presidential term

## Malaria cases reported at 法蘭克福機場; 8 employees and nearby residents infected, 3 dead

- Published: 2026-09-18T06:47:37+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202609180013.aspx
- anchor: #n2820258
- Companies mentioned: 法蘭克福機場、羅伯特‧科赫研究所（RKI）

Facts:
- Malaria cases around Frankfurt have risen to 8 since late August
- 3 of them died
- Late last month, 6 employees at 法蘭克福機場 contracted malaria
- 2 of them died

## Dodgers clinch 5th straight NL West title, their 13th in 14 seasons

- Published: 2026-09-18T06:43:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202609180012.aspx
- anchor: #n2820256
- Companies mentioned: 洛杉磯道奇、辛辛那提紅人、塔克、羅伯茲、紐約洋基、大谷翔平、芝加哥小熊、波士頓紅襪、亞特蘭大勇士、密爾瓦基釀酒人

Facts:
- Win the National League West title for the 5th consecutive year
- Their 13th division title in the past 14 seasons
- A record of 93 wins and 60 losses
- 9 games remain in the regular season
- Won only 1 of 4 regular-season matchups

## “It’s more comfortable than being at home.” A university its medical students are proud of!

- Published: 2026-09-18T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1356091
- anchor: #n2820510
- Companies mentioned: 北里大学

Facts:
- A library that just opened in December 2025

## “Emergency care is ekiben”: What are the realities of “local patients” across Japan…

- Published: 2026-09-18T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1357175
- anchor: #n2820509
- Companies mentioned: 集英社、Dr.Eggs、Doctors LIFESTYLE

Facts:
- Volume 15, released on September 17

## [Manga] “Oh, God!” A veteran doctor who somehow looks handsome

- Published: 2026-09-18T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1355669
- anchor: #n2820508
- Companies mentioned: 村田医局

Facts:
- 8th-year doctor