# AI News 180m Report｜2026-09-18 09:00–12:00 JST｜Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 124 items from 5 sources; Japan, 85 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 英特爾 jumps nearly 8%, 美光 rises more than 5% as chip stocks extend strong rebound

- Published: 2026-09-18T08:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609619
- anchor: #n2820684
- Companies mentioned: 英特爾(Intel)、美光(Micron Technology)、邁威爾(Marvell Technology)、超微(Advanced Micro Devices, AMD)、安謀(Arm Holdings)、Sandisk

Facts:
- 英特爾(Intel) (INTC-US) shares surged 7.7% on Thursday
- AI chipmakers 邁威爾(Marvell Technology) (MRVL-US) and 超微(Advanced Micro Devices, AMD) (AMD-US) rose 4.8% and 6.5%, respectively
- 安謀(Arm Holdings) (ARM-US) ADR shares surged 8.6%
- 美光(Micron Technology) (MU-US) shares rose 5.5% on Thursday
- Sandisk (SNDK-US) shares jumped 6.2%

## Sign of easing ahead of Trump-Xi meeting? U.S. reportedly delays announcement of ‘excess capacity tariffs’

- Published: 2026-09-18T08:41:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609624
- anchor: #n2820685
- Companies mentioned: 彭博、Inside US Trade、美國貿易代表署、白宮

Facts:
- Impose 7.5% tariffs on Chinese goods
- Tariff levels will return to about 20%
- Section 301 of the Trade Act of 1974
- Meet in Washington on the 24th
- Arrive on the evening of the 23rd
- Depart on the 25th

## 日本央行 expected to raise rates to 1.25%, a 31-year high; future peak rate in focus

- Published: 2026-09-18T08:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609614
- anchor: #n2820687
- Companies mentioned: 日本央行、路透、美國聯準會、國際貨幣基金、IMF

Facts:
- Policy rate raised by 25 basis points from 1% to 1.25%
- Further rise to 1.5% by the end of next March
- Could reach 1.75% in the 2nd quarter of 2027
- 聯準會 to raise rates by 25 basis points to 3.75%-4%
- Japan’s core inflation is already quite close to the 2% target
- The neutral interest rate could be around 2%

## Real-life Avatar! Paralyzed patient in Beijing controls a robot in Shanghai ‘with the mind’ from 1,000 kilometers away

- Published: 2026-09-18T08:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609628
- anchor: #n2820686
- Companies mentioned: 清華大學、臨港實驗室、智元機器人、博睿康醫療科技、NEO

Facts:
- ‘Remote control’ across 1000 kilometers
- 32 implantation surgeries
- Clinical response rate for grasping function reaches 100%
- 81.5% of patients improved their one-handed, unassisted ARAT score by more than 6 points
- One-handed, unassisted ARAT score improved by more than 6 points

## Arm surges 8% as $2 billion AI chip sales target draws closer

- Published: 2026-09-18T08:30:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609585
- anchor: #n2820688
- Companies mentioned: Arm、Arm Holdings、輝達、Alphabet

Facts:
- Arm’s U.S.-listed shares jumped 8.6% on Thursday
- The $2 billion target
- $15 billion in revenue
- Arm’s U.S.-listed shares have gained 140% so far this year
- Historical high of $452.70
- Down more than 40%

## 迪士尼：川普威脅記者 應促法院阻止FCC提前審查ABC執照

- Published: 2026-09-18T08:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609613
- anchor: #n2820689
- Companies mentioned: 迪士尼、ABC、FCC、川普

Facts:
- 8 ABC television stations
- At least 48 hours' advance notice

## AI begins “building itself”; Anthropic: Claude now leads 26% of AI R&D work

- Published: 2026-09-18T08:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609610
- anchor: #n2820690
- Companies mentioned: Anthropic、Epoch AI

Facts:
- Claude now “leads” 26% of the company's internal AI research and development (R&D) work
- More than 90% of AI R&D work has reached at least the “AI-assisted” level
- About 30,000 AI agents are working on research and engineering at the same time
- The online monitoring system intercepts about 0.002% of decisions
- About 15,000 detailed model development tasks were obtained
- The rate of complete agreement between model and human evaluations is 59%
- The rate of complete agreement between people is 35%
- When the threshold is relaxed to allow evaluation results to differ by no more than one level, the agreement rate between models and humans reaches 97%
- More than 80% of the code merged into the company's codebase was written by Claude
- The amount of code an average engineer merges each day is about 8 times the amount in 2024
- Claude Opus 4 can increase coding speed by about 3 times on average
- Claude Mythos Preview reached about 52 times in the same experiment
- AI agents performed about 800 hours of work in total

## 輝達「第二親兒子」Nebius調漲GPU租金約20% 股價強升逾4%

- Published: 2026-09-18T08:05:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6609615
- anchor: #n2820691
- Companies mentioned: 輝達、Nebius、IREN、Meta、微軟、Futurum Equities、Shay Boloor、CoreWeave

Facts:
- Gain of about 20%
- Surged more than 4%
- Holds about 9% stake in Nebius
- Rental rates for older GPUs will also rise by about 17%
- Opened at $230.02
- Touched $232.81 intraday
- Rose 4.12%
- Closed at $217.99
- Fell 1.20%
- At $215.37
- Total gain of about 142%
- Fell about 18%
- Price raised by about 25%
- 最多 3,500 萬股
- 規模 30 億美元
- Closed down 4.16%
- $79.88 per share
- Revenue up 454% year over year

## 5 older adults die from falls every day! Learn about 4 indicators of mobility and don't let a stumble lead to a fracture - Heho Health

- Published: 2026-09-18T10:25:29+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387099
- anchor: #n2821381