Comparing stock market gains during the 20 months since Lai Ching-te, Lee Jae-myung and Trump 2.0 took office: Japanese stocks under Takaichi are also hot, while German stocks struggle to gain momentum.
Published ・ Source Taiwan | 風傳媒
A comparison of stock market gains under Trump’s second term, Taiwan’s Lai Ching-te, South Korea’s Lee Jae-myung, Japan’s Takaichi and Germany’s Merz government. AI and semiconductors have driven Taiwan and South Korea, while the United States has posted moderate gains and Japan and Germany have lagged.
Wall Street in Six Charts | Oil prices are unlikely to fall! 15% of the world’s supertankers are stuck in the Gulf of Oman, and even if the strait reopens, there are no ships available to transport oil
If an elder gives a home to a daughter-in-law 2 years before passing away, will it be subject to estate tax? In 1 situation, it can be excluded
Published ・ Source Taiwan | 風傳媒
Under Taiwan’s tax system, property gifted by a deceased person within 2 years of death is generally subject to estate tax, but is excluded if there was no family relationship between the parties at the time of the gift and at the time of death. The rule is intended to ensure fairness in the tax burden.
Entering the AI laptop market! 聯發科’s first Dimensity CX chip: 3-nanometer process, first to feature a 55 TOPS NPU in Googlebook
Published ・ Source Taiwan | 風傳媒
聯發科 has launched its first SoC for AI laptops, the “Dimensity CX C10 Max,” made using 台積電’s 3-nanometer process and featuring a 55 TOPS NPU. It will debut in high-end Googlebook models, enhancing on-device AI and energy efficiency.
Commentary: One year after the Mataian disaster, Guangfu is bearing the political cost
Published ・ Source Taiwan | 風傳媒
One year after the Mataian Creek landslide-dammed lake disaster, reconstruction in Guangfu Township remains slow. Donations and volunteers have helped sustain daily life, but government projects are delayed, and political divisions have made coordination between central and local authorities difficult. Residents continue to face black mud dust and health risks.
Taiwan stocks see first “NT$20,000” stock: market leader 信驊 hits limit-up, earning NT$1.98 million per lot
Published ・ Source Taiwan | 鉅亨網
Shares of 信驊科技 (5274-TW) traded at the limit-up price of NT$21,800, making it the first “sky-high-priced stock” on the Taiwan market to top NT$20,000. The rise was driven by growing AI demand and strong performance.
統一超’s points issuance surpasses the whole of last year; warehouse-store and meal-voucher redemptions are most popular
Published ・ Source Taiwan | 鉅亨網
統一超商 (2912-TW) issued more OPENPOINT points in the first 3 quarters than in all of last year, and its membership topped 20 million. Co-branded cards drove point accumulation, while warehouse-store vouchers, airline miles and meal vouchers were the most popular redemption options.
Global Times: Stronger China-U.S. cooperation benefits the world; Taiwan issue has far-reaching implications
Published ・ Source Taiwan | 鉅亨網
Chinese President Xi Jinping will visit the United States from September 23 to 25 at the invitation of President Trump. The Global Times said stability in U.S.-China relations affects the world and that handling the Taiwan issue will be key.
Taiwan stocks surged more than 800 points at the open on the 22nd, breaking through the 48,000-point mark. Market leader 信驊 hit the limit-up at NT$21,800, becoming the first NT$20,000 stock, while gains in heavyweight electronics stocks and PCB shares pushed the market to a record high.
Farewell to “GPU-only thinking”! Server CPUs become a new AI bottleneck, with some models already up more than 40% this year
Published ・ Source Taiwan | 鉅亨網
As AI demand expands, server CPUs are emerging as a new supply bottleneck. インテル and AMD are strengthening long-term procurement agreements, and some products have risen in price by more than 40% this year.
Meta Muse boosts the CPU market! AMD joins the trillion-dollar club as 英特爾 and Arm ride the wave
Published ・ Source Taiwan | 鉅亨網
Meta’s AI assistant Muse has energized the CPU market. AMD’s market valuation has topped $1 trillion, and related stocks have also risen. The impact of growing AI demand on the IT industry is drawing attention.
Muse overtakes ChatGPT to take the top spot! Meta sparks an AI agent wave—are super apps ready to surrender?
Published ・ Source Taiwan | 鉅亨網
Meta’s personal AI agent “Muse” has become more popular than ChatGPT on the App Store, recording 900,000 downloads in its launch week. The milestone signals the start of a new era in which AI takes the lead in carrying out tasks. It is significant that Meta, which relies on advertising, is itself leading the transformation.
U.S. midterm elections near! Trump has singled out Biden for criticism 890 times so far this year, including as many as 16 times in a single day
Published ・ Source Taiwan | 鉅亨網
Ahead of the U.S. midterm elections, former President Trump has mentioned incumbent President Biden more than 890 times since the start of this year. He has continued to attack Biden on the economy and immigration, seeking to focus voters’ attention on the previous administration’s failures.
Meta Muse tops the App Store charts as AMD’s market capitalization tops $1 trillion for the first time
Published ・ Source Taiwan | 鉅亨網
Meta’s AI agent “Muse” has become popular on the App Store, and AMD’s market capitalization has topped $1 trillion for the first time. The spread of AI agents points to growing demand for server CPUs.
Has AI’s “killer app” arrived? Meta Muse rapidly goes viral—why has Amazon blocked it?
Published ・ Source Taiwan | 鉅亨網
Meta’s AI agent “Muse” has been downloaded more than 2.8 million times in just 12 days, gaining momentum faster than ChatGPT. Amazon has blocked access for security reasons, highlighting both the market’s interest and the challenges unfolding at the same time.
Cut from 80GB to 1.7GB! AMD’s in-house ray-tracing technology slashes video memory needs by 47 times
Published ・ Source Taiwan | 鉅亨網
AMD announced a new ray-tracing technology called “tetrahedral outer cage,” reducing display memory usage from 80GB to 1.7GB. It enables real-time rendering of large dynamic scenes and is expected to have a major impact on the gaming and CG industries.
正淩’s optical connector shipments expected to double; new projects ramp up, with Q4 operations poised to hit a peak
Published ・ Source Taiwan | 鉅亨網
正淩’s optical connector shipments are expected to double this year, as AI optical transmission demand drives growth in its 1.6T optical connector business. New applications such as drones and humanoid robots are entering mass production, and revenue is expected to peak in the fourth quarter.
Muse tops Apple’s App Store charts; Meta shares soar 13% in response
Published ・ Source Taiwan | 鉅亨網
Meta’s new AI assistant “Muse” claimed the top spot in U.S. app stores, and its stock rose 11%. This is a sign that the company’s massive AI investments are beginning to pay off, raising hopes for the development of new revenue sources.
Is 00984D worth investing in? Non-investment-grade bond ETF assets top 10 billion; what else does it offer beyond monthly distributions?
Published ・ Source Taiwan | 鉅亨網
The active non-investment-grade bond ETF “00984D” surpassed 10 billion yen in net assets less than 1 year after its launch. Its monthly distributions and active bond-selection strategy are attracting investor interest.
Taiwan stocks ahead of the open on 0922 | 台積電, 聯發科 and 台達電 lead the way as the weighted index surges 538.09 points to close at 47,718.84! Green energy and networking stocks surge across the board; 豪勉, 聯傑 and 華經 are the strategic picks
Meta’s stock rose about 30% in a single month, and its AI assistant “Muse” ranked No. 1 on the U.S. App Store. This indicates renewed confidence in the company’s AI monetization strategy.
EU approves plan to extend sanctions on Russia for 3 years
Published ・ Source Taiwan | 鉅亨網
The European Union (EU) extended sanctions on Russia for 3 years. More than 3,000 individuals and organizations are targeted. The decision is an important sign that geopolitical tensions are persisting.
Is “smart money” positioning early for the post-Mid-Autumn Festival rally?! The last buying opportunity before U.S. stocks strengthen in Q4 may be in this industry!
Published ・ Source Taiwan | 鉅亨網
Taiwan’s stock market remained firm as oil prices and U.S. Treasury yields rose. Stocks in the AI-related supply chain drew attention, with tight supply of advanced packaging and ABF substrates seen as an investment opportunity. This reflects Taiwan’s technological capabilities and expanding demand.
Materials-KY plans to spend NT$11.7 billion to acquire Swiss peer Cerdia, expanding its operating footprint to 4 continents
Published ・ Source Taiwan | 鉅亨網
Materials-KY acquired peer Cerdia for $368 million, expanding its business across Asia, Europe, North America and South America. The aim is to strengthen technology collaboration and its supply chain.
Its 3rd offering! Nanshan Life successfully issues $333 million in offshore subordinated bonds, with subscriptions exceeding 4 times the offering
Published ・ Source Taiwan | 鉅亨網
Nanshan Life successfully issued $333 million in subordinated bonds through its Singapore subsidiary, attracting subscriptions from international investors exceeding 4 times the offering and demonstrating its strong appeal and financial credibility in international capital markets.
Fed's Musalem: 聯準會 may need further rate hikes to curb inflation; sooner is better than later
Published ・ Source Taiwan | 鉅亨網
聖路易聯準銀行 President Musalem said 聯準會 may need to raise interest rates further to curb inflation, stressing that early action is more effective than late action. He noted that strong demand and supply-side pressures continue to fuel inflation risks, and core inflation could be 1 percentage point above the Fed's target.
A Chinese medicine professor tells stories about seasonal terms / 'Autumn Equinox': Day and night are equal, adding to melancholy! Eat 2 foods for peace and good health - Heho健康
Published ・ Source Taiwan | Heho健康
Summary not yet available
Facts
90 days from 'Start of Autumn' to 'Start of Winter'