# AI News 180m Report｜2026-09-21 12:00–15:00 JST｜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.

## Boiled eggs don't need to go into boiling water! A chef shares 1 simple trick to cook them quickly and peel them easily without turning on the stove; the eggs come out springy and tender, with no failures

- Published: 2026-09-21T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11166124
- anchor: #n2892355
- Companies mentioned: 協興蛋業

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.

## 火車票別再傻傻買原價！台鐵超狂省錢攻略「最高可享5折」，退休長輩、通勤族優惠一次看

- Published: 2026-09-21T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11166268
- anchor: #n2892354
- Companies mentioned: 台鐵、行政院、統一

Facts:
- The discount brings the one-way fare to about 56% to 58% of the regular price
- Early-bird tickets come in 6折 and 8折 discount tiers
- 大專生專屬優惠 在學大專院校學生每逢寒暑假返鄉疏運檔期，或是搭乘常態指定的離峰自強號班次，憑有效學生證完成購票即可享有5折至7折專屬優惠
- Statutory half-price concession tickets: people aged 65 and over are eligible for senior tickets, people with disability certificates for concession tickets, and children under 12 for child tickets; all are legally entitled to 5折 fares

## Prelude to the Trump-Xi meeting: Bessent calls it “very successful”; US-China AI safety talks take shape, while disputes over rare earths and tariffs remain unresolved

- Published: 2026-09-21T11:22:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11166269
- anchor: #n2892357
- Companies mentioned: アメリカ財務省、中国国務院

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.

## Sports education continues in remote areas! 長榮航空 brings its “Campus Outreach Tour” to Nanzhuang, Miaoli, providing sports resources

- Published: 2026-09-21T11:19:57+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11166266
- anchor: #n2892358

The summary of this item is not shown

## 柯志恩能翻轉高雄？鳳山3萬人造勢尬賴瑞隆 沈富雄提1事大膽預言「她會當選」

- Published: 2026-09-21T11:18:08+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11166263
- anchor: #n2892359

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.

## Not Zhuge Liang or Liu Bowen! The greatest of history's 4 military strategists is “him”: unmatched in status, he launched an 800-year Chinese legend

- Published: 2026-09-21T11:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11166123
- anchor: #n2892360
- Companies mentioned: 搜狐網

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.

## Samsung ramps up HBM4 expansion: output to at least double next year, capacity up nearly four-tenths

- Published: 2026-09-21T13:55:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611543
- anchor: #n2892681
- Companies mentioned: 三星電子、輝達、NVIDIA

The summary of this item is not shown

## Rising scrap steel prices fuel bullish demand for rebar; 豐興 raises rebar list prices

- Published: 2026-09-21T13:50:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611835
- anchor: #n2892682
- Companies mentioned: 豐興電爐煉鋼廠

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.

## Rare earth leverage resurfaces ahead of Trump-Xi meeting as China's magnet exports to the US plunge 21%

- Published: 2026-09-21T13:44:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611729
- anchor: #n2892683

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 3 major panel makers join forces to raise prices! Expert: LCD pricing power has officially changed hands

- Published: 2026-09-21T13:30:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611836
- anchor: #n2892684
- 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

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.

## 〈Stock Focus〉富驊's business is expanding across multiple areas, outlook bright through 2027; shares hit limit-up after opening higher

- Published: 2026-09-21T12:58:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611811
- anchor: #n2892422

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.

## Is the US military about to act? Pentagon “pizza index” surges

- Published: 2026-09-21T12:57:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611815
- anchor: #n2892423
- Companies mentioned: Axios、CNN

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.

## Executive Yuan pushes Taoyuan-Hsinchu-Miaoli Greater Silicon Valley Plan; 國產's Miaoli plant well positioned to boost business

- Published: 2026-09-21T12:57:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611798
- anchor: #n2892424
- 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 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.

## Weekly rankings of newly launched active ETFs revealed: 00411A rises more than 4% to take the top spot

- Published: 2026-09-21T12:53:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6610472
- anchor: #n2892425
- Companies mentioned: 統一投信、富邦投信、安聯投信、兆豐投信、永豐投信

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.

## 群益: US-China tech war escalates, giving these sectors' Taiwan supply chains new growth momentum

- Published: 2026-09-21T12:49:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611784
- anchor: #n2892426
- 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

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.

## AI power and software stocks support the market as Taiwan shares fluctuate at high levels; 009831 targets computing power with 4 key allocations

- Published: 2026-09-21T12:47:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611787
- anchor: #n2892427
- 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

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.

## 首超GPU！小摩：2027年ASIC/XPU佔比54% 今年客製化AI ASIC規模約600-700億美元

- Published: 2026-09-21T12:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611724
- anchor: #n2892428
- Companies mentioned: 摩根大通、博通、邁威爾科技、谷歌、亞馬遜、微軟、Meta、OpenAI

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。

## Official statistics: Iran's economy shrank 10% due to war

- Published: 2026-09-21T12:39:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611795
- anchor: #n2892429

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.

## 〈Stock Focus〉GIS-KY targets high-margin silicon photonics and AR markets; shares hit limit-up on heavy intraday trading

- Published: 2026-09-21T12:30:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6607938
- anchor: #n2892430
- Companies mentioned: 夏普

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.

## Need NT$100,000 to NT$8 million? How do 永豐's 數時貸, personal loans and stock-backed loans differ, and which is right for you?

- Published: 2026-09-21T12:16:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611789
- anchor: #n2892431

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 inspects suppliers in the Yangtze River Delta; several companies have received orders

- Published: 2026-09-21T12:15:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611765
- anchor: #n2892432
- Companies mentioned: 拓普グループ、三花智控、均勝電子

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.

## September FOMC read as neutral to bearish overall; oil prices were actually the main driver of the short-term rebound

- Published: 2026-09-21T12:09:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611783
- anchor: #n2892433

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.

## 高力 is actively expanding at home and abroad and will issue NT$4 billion in unsecured convertible bonds to raise funds

- Published: 2026-09-21T12:05:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611779
- anchor: #n2892434
- Companies mentioned: 富邦證券

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.

## 〈Focus Stocks〉國邑’s inhaled drug wins U.S. FDA approval for Phase II trial, briefly hits limit-up

- Published: 2026-09-21T12:04:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611763
- anchor: #n2892283
- Companies mentioned: 普元生技

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.

## Earns 240 million yuan a day! The “Ning King” is raking it in as struggling Chinese automakers collectively “renegotiate”

- Published: 2026-09-21T12:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611477
- anchor: #n2892284
- 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

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.

## Russia-Ukraine war continues to escalate! Trump reportedly to meet Zelensky on Tuesday; Kyiv says “a lot could change.” Is a winter de-escalation plan in the works?

- Published: 2026-09-21T11:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611691
- anchor: #n2892285

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.

## 中大型婚宴減幅4成 台北晶華拓微型高端宴會版圖

- Published: 2026-09-21T11:09:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611738
- anchor: #n2892286
- Companies mentioned: 麗晶精品

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.

## 達運光電’s order visibility extends into next year; military and networking businesses to drive second-half growth

- Published: 2026-09-21T11:08:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6611722
- anchor: #n2892287
- Companies mentioned: Harmonic、AeroVironment、MyDefense

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.

## 全福生技 (6885): Preliminary Phase II results for BRM424 for neurotrophic keratitis show good safety and tolerability - Global Bio & Medical Technology Monthly

- Published: 2026-09-21T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90247&kind=21
- anchor: #n2892590
- Companies mentioned: 全福生技

Facts:
- Phase II human clinical trial

## 全福生技 (6885): Preliminary Phase II results for BRM424 for neurotrophic keratitis show good safety and tolerability - Global Bio & Medical Technology Monthly

- Published: 2026-09-21T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90247&range=news
- anchor: #n2892584
- Companies mentioned: 全福生技、6885

Facts:
- Phase II human clinical trial

## 09/20 “Biotech Stock Update” - Global Bio & Medical Technology Monthly

- Published: 2026-09-20T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90246&kind=20
- anchor: #n2892595
- Companies mentioned: 和迅、藥華藥、益安、Terumo、安立璽榮-KY

Facts:
- Plans to repurchase 1,500 lots of treasury shares
- Price range: NT$28.20–58.00
- Will receive a US$6 million settlement
- Adjusted enrollment to 7 people

## 益安(6499)與Terumo簽Cross-Seal終止協議，將取得600萬美元和解金-環球生技月刊

- Published: 2026-09-20T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90251&kind=21
- anchor: #n2892591
- Companies mentioned: 益安、Terumo

## Biotech stocks on 2026-09-18: Gainers: 睿生光電 9.81%, 漢康-KY創 8%, 泰宗 7.48%; decliners: 昱展新藥 4.81%, 基亞 4.26%, 視陽 3.61% - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90242&kind=20
- anchor: #n2892599
- 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

## Taiwan stocks’ weekly TOP 15: 09/14-09/18; gainers: 圓祥生技 32.26%, 禾榮科 20.57%, 漢達 17.32% - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90243&kind=20
- anchor: #n2892598
- Companies mentioned: 圓祥生技、禾榮科、漢達、全福生技、共信-KY

Facts:
- 圓祥生技 132.00
- 漢達 149.00
- 禾榮科 504.00
- 全福生技 31.60
- 共信-KY 143.00

## Institutional investors’ weekly activity: 09/14-09/18; net purchases: 台康生技 1,868 lots, 中天 1,768 lots, 保瑞 1,510 lots; net sales: 沛爾生醫*-創 1,411 lots, 康霈* 909 lots, 葡萄王 836 lots - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90244&kind=20
- anchor: #n2892597
- 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

## A look at popular emerging stocks from 09/14-09/18: 仁新*, 仲恩生醫, 瀚陽*; top gainers: 永立榮, 仲恩生醫, 瀚陽* - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90245&kind=20
- anchor: #n2892596
- Companies mentioned: 仁新*、仲恩生醫、瀚陽*、永立榮

Facts:
- 仁新* 42,190 lots
- 仲恩生醫 11,722 lots
- 瀚陽* 10,118 lots
- 永立榮 42.01%
- 仲恩生醫 22.59%
- 瀚陽* 22.39%

## 安立璽榮-KY (7871): TFDA approves amendment to the Phase II trial of Alzheimer’s drug EI-1071, setting enrollment at 7 people - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90260&kind=21
- anchor: #n2892594
- Companies mentioned: 安立璽榮-KY、安立璽榮生醫股份有限公司

## 安立璽榮-KY (7871) files an application with the TFDA for a Phase I clinical trial to assess the food effect of its Alzheimer’s drug EI-1071 - Global Bio & Medical Technology Monthly

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90261&kind=21
- anchor: #n2892593
- Companies mentioned: 安立璽榮-KY、安立璽榮生醫股份有限公司

## 和迅 (6986) plans to repurchase 1,500 lots of treasury shares starting 9/18, at a price range of NT$28.20–58.00 - 環球生技月刊

- Published: 2026-09-18T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90262&kind=21
- anchor: #n2892592
- Companies mentioned: 和迅、環球生技月刊

## Exercise regularly and have good fitness, so why can a heart attack still happen? A doctor points to the key cause and reveals “hidden risks” - Heho健康

- Published: 2026-09-21T12:33:36+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387208
- anchor: #n2892639
- Companies mentioned: Heho健康

Facts:
- 49 years old

## 李連杰 reveals he has “dementia”! Can hyperthyroidism cause dementia? A Chinese medicine doctor warns: seek medical attention promptly if 4 symptoms appear - Heho健康

- Published: 2026-09-21T11:42:33+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387189
- anchor: #n2892633
- Companies mentioned: 李連杰

Facts:
- 63 years old

## Discharge is not the end of rehabilitation! A coordinated swallowing-care model can help older stroke patients regain the dignity of eating - Heho健康

- Published: 2026-09-21T11:37:52+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387074
- anchor: #n2892640
- Companies mentioned: Heho健康

Facts:
- 73-year-old Mr. Lai
- February this year