142 received, 142 listed, 5 sources ・ Page 2 of 2
One place for news and notices from 1 countries/regions: Taiwan, 142 items from 5 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Hard-to-peel boiled eggs are a sign of freshness, experts say, and they offer simple solutions involving temperature control and cooking methods. A springy texture is also achievable.
Companies mentioned：協興蛋業
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Companies mentioned：台鐵、行政院、統一
Senior U.S. and Chinese officials agreed on a framework for AI safety talks and launched a trade mechanism for non-sensitive goods. Signs of easing tensions have emerged ahead of a meeting between Trump and Xi Jinping, but the tariff truce and rare-earth supply issues remain unresolved.
Companies mentioned：アメリカ財務省、中国国務院
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KMT Kaohsiung mayoral candidate Ko Chih-en held a large campaign rally and is waging a fierce race against DPP candidate Lai Jui-lung. Former legislator Shen Fu-hsiung said Ko could win, citing polls showing her level with Lai and her support among moderate voters.
Jiang Ziya, Liu Bowen, Zhang Liang and Zhuge Liang are presented as China’s four great military strategists, with emphasis on their strategic achievements and historical influence. Jiang Ziya is singled out as the greatest strategist, credited with laying the foundations for 800 years of the Zhou dynasty.
Companies mentioned：搜狐網
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Companies mentioned：三星電子、輝達、NVIDIA
豐興電爐煉鋼廠 raised its base price for rebar by NT$200 this week, as international scrap steel prices climbed. Actual demand remains weak, but bullish sentiment is strong.
Companies mentioned：豐興電爐煉鋼廠
Ahead of a U.S.-China leaders’ meeting, China cut exports of rare-earth magnets to the United States by 21%. The move has underscored the strategic importance of the materials.
China’s leading LCD panel makers have raised prices, putting cost pressure on South Korean companies. With pricing power shifting to China, Samsung and LG are facing squeezed profits.
Companies mentioned：BOE、TCL華星光電、HKC、サムスン電子、LG電子、LGディスプレイ、サムスンディスプレイ、友達、群創
富驊 (5465-TW) is seeing strong performance across its diversified product lines related to HPC and AI infrastructure. The launch of its Thailand factory next year is also expected to provide a boost, with growth anticipated through 2027. Its share price surged and hit the daily limit-up today.
Orders at pizza shops near the Pentagon have surged, sending the “pizza index” higher. U.S. embassies in the Middle East issued security alerts, and President Trump also cut short his vacation and returned to Washington. The developments are viewed as possible signs of impending military action.
Companies mentioned：Axios、CNN
The Executive Yuan is advancing the “Taoyuan-Hsinchu-Miaoli Greater Silicon Valley Plan.” With strong supply capabilities, 國產's Miaoli plant is targeting opportunities in technology factory construction and housing, with business growth expected.
Companies mentioned：力積電、美光、聯發科、聯詠、富田電機、太平洋醫材、盟立自動化、億光電子、達邁科技、福吉米、台灣納美仕
The Active Unity Frontier Technology ETF (00411A) rose 4.22% for the week, the biggest gain among actively managed ETFs newly listed this year, and also recorded the largest net foreign buying. The performance points to growing investment in AI-related assets and a positive market response, raising expectations for further growth.
Companies mentioned：統一投信、富邦投信、安聯投信、兆豐投信、永豐投信
群益金鼎證券 said the US-China tech war has expanded from AI models to chips, computing power and infrastructure, signaling that 2026 will be the “first year of agentic AI.” Taiwan's supply chain has growth opportunities in areas such as contract manufacturing and packaging.
Companies mentioned：寧德時代、中際旭創、長飛光纖光纜、建滔積層板、勝宏科技、輝達
Franklin Templeton SinoAm Investment Trust launched an ETF (009831) focused on AI power and computing capacity. The move is a strategic response to the AI industry’s shift from hardware toward power, software and applications.
Companies mentioned：華城 (1519-TW)、士電 (1503-TW)、中興電 (1513-TW)、亞力 (1514-TW)、Google Cloud、Microsoft Copilot、Tesla FSD
Original小摩の報告によると、2027年にASIC/XPUがAI加速器出荷でGPUを初めて上回る見通し。今年の市場規模は600～700億ドルと推定され、クラウド企業の自研化が主因。
Companies mentioned：摩根大通、博通、邁威爾科技、谷歌、亞馬遜、微軟、Meta、OpenAI
Iran's economy contracted by more than 10% due to the war. U.S. and Israeli attacks set events in motion, followed by the blockade of the Strait of Hormuz and a surge in crude oil prices. Qatar is working to mediate peace talks, making the issue internationally important.
GIS-KY invested more than 3.4 billion yen in silicon photonics and AR, and its shares rose, briefly hitting limit-up. The shift toward high-margin businesses was well received.
Companies mentioned：夏普
永豐銀行 launched 數時貸, a digital personal loan offering up to NT$8 million. It requires no collateral and features online applications and fast disbursement, targeting a range of funding needs from NT$100,000 to NT$8 million. The move strengthens its position in the personal lending market.
Tesla's robotics team has begun vetting suppliers in the Yangtze River Delta. Tuopu, Sanhua and Junsheng have already secured orders, and preparations for mass production are accelerating. This is a major step toward the commercialization of humanoid robots.
Companies mentioned：拓普グループ、三花智控、均勝電子
The September FOMC raised the policy rate by 1 notch, setting the target range at 3.75%–4.00%. It signaled a continued commitment to curbing inflation, but the market's short-term rebound is analyzed as being driven mainly by falling oil prices.
Kaori Heat Treatment issued 4 billion yen in unsecured convertible bonds and is pursuing an aggressive expansion plan in Taiwan, Thailand and elsewhere. It is accelerating construction of a fuel cell production base and investment in AI technology.
Companies mentioned：富邦證券
L608, an inhaled drug under development by Taiwanese pharmaceutical company Gland Pharma, received approval from the U.S. FDA to begin a Phase II clinical trial. It marks progress toward treating digital ulcers associated with scleroderma, and the company's shares also surged.
Companies mentioned：普元生技
To reduce pressure from battery costs, Chinese automakers are seeking to lessen their reliance on 寧德時代 and accelerate in-house development and alternative sourcing. 寧德時代, however, continues to maintain a dominant share of the global market.
Companies mentioned：寧德時代、広汽集団、理想汽車、欣旺達動力、中創新航、小米汽車、小鵬汽車、億緯鋰能、零跑、鴻蒙智行、吉利、比亞迪、五菱、賽力斯、宝馬
U.S. President Trump and Ukrainian President Zelenskyy are scheduled to meet during the UN General Assembly. While advancing sanctions and military aid, the two countries are also seeking talks on de-escalation on the battlefield. The meeting could have a major impact on the international situation.
With demand for mid- to large-scale wedding banquets down 40%, Regent Taipei is shifting its focus to the high-end micro-wedding market. It has launched the “晶之宴” package, combining resources from 麗晶精品 to enhance the customized experience.
Companies mentioned：麗晶精品
Orders for Taiwanese networking and defense technology company 達運光電 (8045-TW) are visible through the end of 2027. Growth is being driven by its dual engines of smart broadband and defense-sector IoT, with operations set to rebound significantly in the second half. The development signals an increase in its international competitiveness.
Companies mentioned：Harmonic、AeroVironment、MyDefense
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Companies mentioned：全福生技
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Companies mentioned：全福生技、6885
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Companies mentioned：和迅、藥華藥、益安、Terumo、安立璽榮-KY
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Companies mentioned：益安、Terumo
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Companies mentioned：睿生光電、漢康-KY創、泰宗、昱展新藥、基亞、視陽、全福生技、圓祥生技
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Companies mentioned：圓祥生技、禾榮科、漢達、全福生技、共信-KY
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Companies mentioned：台康生技、中天、保瑞、沛爾生醫*-創、康霈*、葡萄王、禾榮科、睿生光電
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Companies mentioned：仁新*、仲恩生醫、瀚陽*、永立榮
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Companies mentioned：安立璽榮-KY、安立璽榮生醫股份有限公司
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Companies mentioned：安立璽榮-KY、安立璽榮生醫股份有限公司
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Companies mentioned：和迅、環球生技月刊
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Companies mentioned：Heho健康
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Companies mentioned：李連杰
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Companies mentioned：Heho健康