AI News 180m Report

2026-09-24 06:00–09:00 JST

81 received, 81 listed, 5 sources

One place for news and notices from 2 countries/regions: Taiwan, 78 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.

Taiwan | 臺灣證券交易所(36)

【台亞】Announcement that the company's board of directors approved a resolution to subscribe to the private equity fund JC Nexus Fund L.P.

Published ・ Source Taiwan | 臺灣證券交易所

The board of directors of 台亞 resolved to subscribe to the private equity fund JC Nexus Fund L.P., with an investment limit of US$6 million. This is part of its long-term investment strategy. The counterparty is not a related party, providing a degree of transparency.

Companies mentioned:JC Nexus Fund L.P.

【中化控股】Announcement on behalf of subsidiary 「蘇州中化藥品工業有限公司」 regarding the reassignment of the representative of its corporate director and a change affecting at least one-third of its directors.

Published ・ Source Taiwan | 臺灣證券交易所

中化控股 reassigned the corporate representative director of its subsidiary 蘇州中化藥品工業有限公司, implementing a major personnel change in which at least 3分の1 of the directors changed.

Companies mentioned:蘇州中化藥品工業有限公司

【中化控股】Announcement on behalf of subsidiary 「蘇州中化藥品工業有限公司」 regarding the reassignment of its chairman

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:蘇州中化藥品工業有限公司

【永信】Announcement on behalf of subsidiary CARLSBAD TECHNOLOGY, INC. regarding the board's election of its chairman

Published ・ Source Taiwan | 臺灣證券交易所

永信 subsidiary CARLSBAD TECHNOLOGY, INC. re-elected 簡志維 as chairman at its board meeting on September 23, 2026. This was a routine procedure following the expiration of the term and confirmed continuity in management.

Companies mentioned:CARLSBAD TECHNOLOGY, INC.、永信國際投資控股股份有限公司

【永信】Announcement on behalf of subsidiary CARLSBAD TECHNOLOGY, INC. regarding the record date for its 2025 cash dividend

Published ・ Source Taiwan | 臺灣證券交易所

Original永信の子会社CARLSBAD TECHNOLOGY, INC.が2025年度の現金株利として1株あたり0.0711米ドルを配当すると発表。基準日は115年12月4日。これは投資家へのリターン政策の一環。

Companies mentioned:CARLSBAD TECHNOLOGY, INC.

【永信】Announcement on behalf of subsidiary CARLSBAD TECHNOLOGY, INC. regarding the election of directors at its 2026 annual shareholders' meeting

Published ・ Source Taiwan | 臺灣證券交易所

永信 subsidiary CARLSBAD TECHNOLOGY, INC. re-elected its directors at its 2026 shareholders' meeting. All were reappointed as corporate representatives under 永信國際投資, signaling management stability.

Companies mentioned:CARLSBAD TECHNOLOGY, INC.、永信國際投資控股股份有限公司

【迅得】Announcement of the bank handling collection of proceeds and the bank holding the custody account for the company's third domestic unsecured convertible bonds

Published ・ Source Taiwan | 臺灣證券交易所

迅得機械(6438)announced the banks handling collection and custody of proceeds from its third unsecured convertible bond issue. The arrangement is being made in accordance with securities regulations and affects shareholders' equity.

Companies mentioned:台新國際商業銀行、華南商業銀行

【永信】Announcement on behalf of subsidiary CARLSBAD TECHNOLOGY,INC. regarding key resolutions of its shareholders' meeting

Published ・ Source Taiwan | 臺灣證券交易所

永信 subsidiary CARLSBAD TECHNOLOGY,INC. held a shareholders' meeting on September 23, 2026, and approved its fiscal 2025 profit distribution proposal and financial statements. It elected 6 directors.

Companies mentioned:CARLSBAD TECHNOLOGY,INC.

【聯茂】The company's securities have met the criteria for the publication of information on securities subject to trading alerts on the centralized exchange market. The company is therefore disclosing relevant material financial and business information to help investors understand the situation.

Published ・ Source Taiwan | 臺灣證券交易所

聯茂 disclosed financial information, including a substantial increase in earnings, after meeting the Taiwan Stock Exchange's criteria for issuing a notice. The disclosure was a measure to ensure transparency for investors.

【中鴻】The company has been invited to participate in an online investor conference hosted by 兆豐證券

Published ・ Source Taiwan | 臺灣證券交易所

中鴻 will participate in an online investor conference hosted by 兆豐證券 to discuss its business and financial position. This is a routine investor communications event that helps improve information transparency.

Companies mentioned:兆豐證券

【海悅】Announcement on the reset of the dividend rate for the company's Class A preferred shares after 5 years from issuance

Published ・ Source Taiwan | 臺灣證券交易所

海悅國際開發 announced that the dividend rate on its Class A preferred shares will be reset to 5.666% after 5 years from issuance. The reset is automatically triggered under the issuance terms and is intended to reflect current market interest rates and protect investors' interests.

Companies mentioned:英商路透社、Cosmos Bank

【眾達-KY】Announcement of the completion of payment for the company's 115年 cash capital increase and the capital increase record date

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:眾達科技股份有限公司

【國巨*】Announcement on behalf of subsidiary ⼦ regarding the acquisition of a wealth management product by 東莞奇力新電⼦有限公司

Published ・ Source Taiwan | 臺灣證券交易所

國巨 subsidiary 东莞奇力新電子 acquired a structured wealth management product from 中国建設銀行 for RMB 105 million. This was part of its cash management strategy.

Companies mentioned:中国建設銀行

【聚亨】Announcement on behalf of subsidiary 聚固建設股份有限公司 regarding its proposed acquisition of land in Tamsui District, New Taipei City

Published ・ Source Taiwan | 臺灣證券交易所

聚亨's subsidiary 聚固建設 plans to acquire land in Tamsui, New Taipei City, for NT$332 million to expand its real estate business. The move demonstrates its active investment in assets.

Companies mentioned:聚固建設股份有限公司、京瑞不動產估價師聯合事務所

【聚亨】Announcement under Article 22, Paragraph 1, Subparagraph 3 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:聚固建設股份有限公司

【禾伸堂】Supplementary announcement regarding the company's acquisition of real estate

Published ・ Source Taiwan | 臺灣證券交易所

禾伸堂 acquired land and a factory in Longtan, Taoyuan, for NT$440 million, strengthening its operating base. The move reflects its expansion plans and is significant for the electronic components manufacturing industry.

Companies mentioned:中傳企業(股)公司、詠騰新莊不動產有限公司

【國揚】Mechanical and electrical engineering contract for 23 parcels of land, including parcel No. 350-2, Zhongyi Section, Tucheng District, New Taipei City

Published ・ Source Taiwan | 臺灣證券交易所

國揚(2505)signed a mechanical and electrical engineering contract worth NT$1.207 billion with 金協興營造 for the development of an industrial and office building on 23 parcels of land in Tucheng District, New Taipei City. The move strengthens its real estate development portfolio.

Companies mentioned:金協興營造股份有限公司

【國揚】Building construction contract for 23 parcels of land, including parcel No. 350-2, Zhongyi Section, Tucheng District, New Taipei City

Published ・ Source Taiwan | 臺灣證券交易所

國揚 signed a building construction contract worth NT$3.488 billion with 駿傑營造 to build an industrial and office building for sale in Tucheng District, New Taipei City. The move shows that its asset development strategy is advancing and is attracting market attention.

Companies mentioned:駿傑營造工程股份有限公司、宏邦不動產估價師聯合事務所、禾揚不動產估價師事務所

【盟立】Notice of collection of overdue payments for the company's 115年 cash capital increase through the issuance of common shares

Published ・ Source Taiwan | 臺灣證券交易所

盟立自動化 has begun collecting overdue payments from shareholders who have not paid for shares in its 115年 cash capital increase. The deadline is October 27. The move will help ensure the capital increase proceeds as planned and protect shareholders' interests.

Companies mentioned:中國信託商業銀行

【景岳】The company has been invited to participate in an investor conference

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:國泰證券

【廣豐】The company has been invited to participate in an online investor conference hosted by 元大證券

Published ・ Source Taiwan | 臺灣證券交易所

広豐 (1416) participated in an online investor conference hosted by 元大證券 on September 24, 2026, and reported on its business. This was a routine investor relations activity to ensure transparency for investors.

Companies mentioned:元大證券

【天二科技】Announcement of matters related to the record date for subscription to the company's 115年 cash capital increase (supplementary information on the issue price per share and the institutions handling collection and custody of proceeds)

Published ・ Source Taiwan | 臺灣證券交易所

天二科技(6834)announced a cash capital increase through the issuance of 100 million common shares at an issue price of NT$80 per share to repay debt and fund operations. The move demonstrates the company's commitment to strengthening its financial structure and is positive for investors.

【官田鋼】Announcement of the company's unaudited consolidated earnings for August 115年

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

【佳大】The company's securities have seen unusual trading activity on the centralized exchange market. The company is therefore publishing basic information and relevant material financial and business information to help investors understand the situation.

Published ・ Source Taiwan | 臺灣證券交易所

Original佳大(2033)因股票在集中市場出現異常交易,依規公告財務資訊。單月營收年增近一成,但上季營收下滑,稅前淨利顯著成長,顯示短期波動中仍具獲利韌性。

Companies mentioned:台灣證券交易所

【豐祥-KY】The company has been invited to participate in an investor conference hosted by 國泰證券

Published ・ Source Taiwan | 臺灣證券交易所

豊祥-KY was invited to an investor conference hosted by 国泰証券. It will be held in Taipei on September 29, 2026, to share information with investors. The event is an important part of the company's investor relations activities.

Companies mentioned:国泰証券

【盛餘】The company has been invited to participate in an online investor conference hosted by 永豐金證券

Published ・ Source Taiwan | 臺灣證券交易所

盛餘(2029)will participate in an online investor conference hosted by 永豐金證券 on September 24, 115年, to discuss its operating conditions. This is a routine investor communications event, with no major financial changes.

Companies mentioned:永豐金證券

【台南】The company has been invited to participate in an online investor conference hosted by 元大證券

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:元大證券

【基米-創】Announcement of a change in the company's spokesperson and acting spokesperson

Published ・ Source Taiwan | 臺灣證券交易所

Due to a personnel adjustment, 基米-創 has replaced its spokesperson and acting spokesperson, with 李乙玄 and 戴珮涵 serving in the roles temporarily. This is a routine corporate governance change and will take effect after formal appointment by the board. External communications will continue to operate steadily.

【基米-創】Announces personnel change to the company's chief operating officer position

Published ・ Source Taiwan | 臺灣證券交易所

基米-創 announced that Chief Operating Officer 張佐維 is leaving the position due to a personnel adjustment, with CEO 吳尚蕙 serving temporarily. The personnel change reflects the company's internal management succession mechanism and is significant for investors.

【平和環保-創】Company invited to attend an online investor conference hosted by 凱基證券

Published ・ Source Taiwan | 臺灣證券交易所

平和環保-創 (6771) will attend an online investor conference hosted by 凱基證券 on September 24, 2026, to report its second-quarter operating results and future outlook. The move strengthens communication with investors and is a routine financial disclosure.

Companies mentioned:凱基證券

【愛派司】Clarification regarding media reports

Published ・ Source Taiwan | 臺灣證券交易所

愛派司生技 issued a clarification regarding a 工商時報 report on its H2 operations and growth expectations for the Southeast Asian and Chinese markets, stressing that financial figures should be based on official filings. The move aims to safeguard information transparency and investors' rights.

Companies mentioned:工商時報

【嘉晶】Clarification regarding media reports

Published ・ Source Taiwan | 臺灣證券交易所

嘉晶電子 clarified a media report that its chairman had forecast revenue growth of more than 35% in 2026, stressing that this was media speculation and that financial information should be based on official announcements. The move demonstrates the company's commitment to information transparency.

Companies mentioned:工商時報

【沛爾生醫*-創】Announces that the par value of its shares will change from “NT$10” to “NT$0.5”; announcement period: 115年08月06日至115年11月05日.

Published ・ Source Taiwan | 臺灣證券交易所

沛爾生醫*-創 announced that the par value of its shares will be reduced from NT$10 to NT$0.5, effective September 7, 115. The move aims to improve liquidity. Investors should note adjustments to share prices and financial metrics.

Original【世紀風電】公告本公司名稱由「世紀離岸風電設備股份有限公司」更名為「世紀能源設備股份有限公司」,公告期間:115年8月26日至115年11月25日。

Published ・ Source Taiwan | 臺灣證券交易所

Taiwanese wind power company 世紀風電 (2072) changed its name to “世紀能源設備股份有限公司.” The strategic decision signals an expansion into renewable energy more broadly and a redefinition of the company's market brand.

【國慶科技】Announcement that the company’s name is changing from “三晃股份有限公司” to “國慶科技股份有限公司”;announcement period:115年 July 01 to 115年 September 30.

Published ・ Source Taiwan | 臺灣證券交易所

三晃股份有限公司 changed its name to 國慶科技股份有限公司 on June 29, 2026, while retaining its stock code, 1721. The change was approved by the shareholders' meeting and the Ministry of Economic Affairs.

【台泥】Announces board approval of the acquisition of an equity interest in a European cement and building materials business

Published ・ Source Taiwan | 臺灣證券交易所

台泥 announced that it would acquire all shares in BLUE, a Ukrainian cement and building materials business, for up to 750 million euros. The move will accelerate its strategic expansion into the European market and contribute to long-term value creation for the group.

Companies mentioned:Private Joint-Stock Company Ivano-Frankivskcement、Ivano-Frankivsk-Dakh LLC、KRU Gips LLC、KRU Mix LLC、CEMINWEST SA、PRENTERS ENGINEERING LIMITED、LARSTONE LIMITED、LIEBSTEN HOLDINGS LIMITED、PERMIXO LIMITED、TCC Dutch Holdings B.V.、TCC Group EMEA Holdings B.V.

Taiwan | 風傳媒(16)

王義雄's view: Taiwan's asking price is worth less and less to the United States

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Unexpectedly, the war left the United States mired in a quagmire for 20 years
  • Cost as much as 2 trillion dollars
  • It also killed more than forty senior commanders of the Islamic Revolutionary Guard Corps
  • The conflict has now lasted more than half a year

Companies mentioned:華為、艾司摩爾(ASML)、美國國際開發金融公司(DFC)、美國在台協會(AIT)

星巴克's buy-one-get-one deal is here! A 9-hour promotion on 9/24: get 1 matching grande drink free; a look at excluded stores and items

Published ・ Source Taiwan | 風傳媒

星巴克 is offering a limited-time 9-hour buy-one-get-one deal on September 24 for matching grande drinks, strengthening its competitiveness during the holiday period and attracting large numbers of consumers.

Companies mentioned:星巴克、中國信託、萊爾富、85度C、7-ELEVEN、全家

姚中原's view: The United States may lag the Chinese Communist Party by a decade in the development of space weapons

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Successfully sent twenty satellites into orbit in a single launch
  • Successfully sent forty-one satellites into Earth's orbit in a single launch
  • Could destroy 500 U.S. satellites
  • Attack, destroy or disrupt U.S. satellites in orbits from one thousand nine hundred kilometers to thirty-five thousand kilometers
  • It may already be far more than ten years ahead of the U.S. military
  • The development of certain high-tech weapons or space weapons may even be ten to twenty years ahead of the United States

Companies mentioned:美國空軍、美國太空軍、中共解放軍、美國智庫「國家公共政策研究所」、戰略與國際研究中心

Explainer》The Trump-Xi meeting in Washington is here! Trump greets Xi Jinping at the airport as chips, trade and arms sales to Taiwan become the core points of contention

Published ・ Source Taiwan | 風傳媒

The U.S. and Chinese leaders held a high-level meeting and sought to stabilize relations despite disagreements over semiconductors and U.S. arms sales to Taiwan. As diplomatic protocol coexists with substantive disputes, developments are being closely watched.

林騰鷂's view: Who says the Constitutional Court is paralyzed? It is still functioning this September!

Published ・ Source Taiwan | 風傳媒

Taiwan Premier 卓榮泰 is blocking the promulgation of laws passed on third reading in the 立法院 by refusing to countersign them. 民進党 argues that the Constitutional Court is “paralyzed,” but it has issued 6 rulings through August this year and is not paralyzed. The article says the head of the 行政院 cannot independently determine whether laws are constitutional and should follow proper procedures. It also stresses that the president must actively nominate candidates to fill vacancies among the grand justices.

Companies mentioned:行政院、立法院、民進党

許文忠's view: Who made Taiwan 「黑青」?—Launch the 「反黑青運動」 and restore freedom of choice, democracy and the rule of law for the people

Published ・ Source Taiwan | 風傳媒

Taiwanese society faces a democratic crisis due to extreme political polarization and manipulation by internet troll networks. Expert 許文忠 has launched the 「反黑青運動」, calling for the restoration of democracy and the rule of law. Analysts say peripheral groups associated with the Black Bear movement and 青鳥 internet troll networks have deepened social divisions through labeling and the weaponization of the judiciary. They recommend using legal means and rational opposition to restore democratic health.

Companies mentioned:民進黨、蔡英文、賴清德

周宇平's view: A 7-year review of the National Defense Industry Development Act—Institutional bottlenecks and capability development in defense autonomy

Published ・ Source Taiwan | 風傳媒

周宇平's perspective: A review of the 7 years since the Defense Industry Development Act took effect, analyzing institutional bottlenecks to defense self-reliance and capability development. The article distinguishes localization from independent research and development and points to the need to remove barriers to entry for startups.

吳典蓉's column: 沈伯洋, held back by the mass recall campaign?

Published ・ Source Taiwan | 風傳媒

Taiwanese political figure 沈伯洋 is seeking to distance himself from the recall movement in the Taipei mayoral election and reshape his image to win support from middle-income voters. However, his past may prove to be an obstacle.

Companies mentioned:民進党、国民党、台湾人民党

September 24 morning news|4 types of Chinese documents lead to 「direct cancellation of Taiwan identity」; major changes to 台铁 ticketing and unreserved seating rules 「take effect today」; minimum wage review on whether it will 「break 30,000」 today, with labor minister's explanation revealed

Published ・ Source Taiwan | 風傳媒

Taiwan's morning news roundup covered the impact of Chinese documents on Taiwanese identity, changes to 台铁's unreserved seating policy, a minimum wage review, typhoon updates, national health insurance budget negotiations and Asian Games baseball results, among other major events.

Companies mentioned:台铁、劳动部、健保署

Why does 譚松韻 have to pay to 「redeem」 herself while working as a maid in 『蘭香如故』? Can saving enough money make her a free person? A look at the ancient system of hereditary servitude

Published ・ Source Taiwan | 風傳媒

Through 『蘭香如故』, the article explains the realities of the ancient Chinese system of servitude. Unlike modern employment relationships, servants were bound by social status and household registration, and their legally defined relationship with their masters involved more than simply working.

Companies mentioned:Apple TV

Opinion submission: Ukraine's experience cannot be copied wholesale—Taiwan's defense technology faces a transformation crisis through the lens of resilience in the Taiwan Strait

Published ・ Source Taiwan | 風傳媒

Ukrainian defense technology expert 卡魯德羅維奇 warned Taiwan at a Taipei forum against directly applying Ukraine's defense experience. Analysts say Taiwan still faces major challenges in defense autonomy, supply-chain de-sinicization and cross-service coordination, and needs to develop defense resilience suited to an island environment.

Companies mentioned:烏克蘭國防部、台灣國軍

劉佩真's view: Under U.S.-China technology rivalry—China's IC industry chain: paths to breaking through and prospects

Published ・ Source Taiwan | 風傳媒

Amid U.S.-China technology tensions, China is using the third phase of the Big Fund to accelerate semiconductor technological self-reliance. It is focusing on advanced processes and AI chip development while promoting the parallel development of industrial supply chains.

Companies mentioned:中芯國際、華虹集團、長江存儲、長鑫存儲、北方華創、中微半導體、上海微電子、長電科技、通富微電、華天科技、華為海思、寒武紀、摩爾線程、壁仞科技、韋爾股份、兆易創新、匯頂科技、紫光展銳、阿里達摩院、平頭哥、BAT、字節跳動、台積電、聯電、力積電、世界先進、日月光

Opinion submission: Beyond a handshake, please respect each other's physical boundaries

Published ・ Source Taiwan | 風傳媒

Former Premier 蘇貞昌 patted KMT candidate 李四川 on the shoulder while shaking hands at a seniors' luncheon, prompting discussion about physical boundaries. The author stresses that respecting personal boundaries is basic courtesy and should not be disregarded in the name of enthusiasm or habit.

Opinion submission: As the world begins banning children from social media, is age really the only issue?

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Australian users under 16
  • On December 10, 2025, Australia began implementing a system that has drawn worldwide attention
  • By 2026, the Norwegian government had also announced plans to advance legislation restricting social media by age
  • The 歐盟 is taking a different path, actively developing an age-verification mechanism that can 「prove you have reached a certain age without telling a website who you are」
  • There may be important differences between 13- and 16-year-olds in cognitive development, social judgment, self-control and understanding of risk
  • A child who is 15 years and 11 months old does not suddenly lose the ability to make sound judgments just because they are 1 month short of the age threshold
  • The 歐盟 Commission says the system is designed to sever unnecessary data links among identity providers, platforms and users, and is currently encouraging member states to advance its rollout by the end of 2026

Companies mentioned:Facebook、Instagram、TikTok、YouTube、Snapchat、X、Threads、Reddit、歐盟、OECD、UNICEF

Opinion submission: If Taiwan were a butterfly, where should we fly?

Published ・ Source Taiwan | 風傳媒

An opinion article considers Taiwan's current situation and the future of democracy, calling for leadership that can create a virtuous cycle beyond political divisions.

The “Return to One’s Ancestral Roots” Controversy: Legal Disputes and Diary Challenges Over Chang Hsiao-yen’s Change of Surname — Excerpt from The Unsolved Mystery of the 蔣家 Bloodline (2)

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The “ancestral homecoming” trip to Xikou, Fenghua, ended on 二○○○年九月五日
  • Interviewed by the author in 二○二二年七月
  • Mr. Chang Hao-jo died in 一九六九年
  • Chiang Ching-kuo’s diaries were made public in 二○二○年

Companies mentioned:蔣家、國民黨、內政部、台北市政府、海基會、廣西省桂林市第二人民醫院、美國洛杉磯台北經濟文化辦事處、內政部警政署刑事警察局

Taiwan | 鉅亨網(14)

IonQ surges 5% as quantum computing makes another breakthrough; Nvidia partnership lifts shares

Published ・ Source Taiwan | 鉅亨網

IonQ announced a technological breakthrough in quantum computing and a partnership with NVIDIA, sending its shares up 5%. Advances in error-correction technology are raising hopes for practical applications.

Companies mentioned:IonQ、NVIDIA、IBM、D-Wave Quantum、Rigetti Computing、Infleqtion

“There’s no memory shortage” becomes a new bearish argument; Big Short investor Burry boosts short bets against Micron and Nebius

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Fiscal third-quarter revenue reached $41.46 billion
  • Gross margin reached 84.6%
  • The company forecasts fiscal fourth-quarter revenue of about $50 billion
  • The disclosed entry price was about $1,051.87 per share
  • Micron shares closed up 5% at $1,096.16
  • Nebius rose about 1.43% to $236.12
  • Palantir rose about 1.04% to $184.99
  • SOXX rose about 2.4% to $572.78
  • Cumulative gains of about 14% since September
  • Palantir briefly rose about 2%
  • Nebius fell about 2%
  • Micron briefly fell about 1%
  • SOXX fell about 1%

Companies mentioned:美光科技、Nebius Group、iShares半導體ETF、Palantir Technologies、宏碁、三星電子、SK海力士、中國長鑫存儲科技

Precious metals after the close: Fed officials turn hawkish in succession; gold falls more than 1%, nearing a one-week low

Published ・ Source Taiwan | 鉅亨網

Gold prices fell more than 1%, nearing their lowest level in a week. Hawkish remarks by Fed officials boosted expectations of interest rate hikes, while a stronger dollar also weighed on gold. This is an important signal for investment strategy and the macroeconomic outlook.

Companies mentioned:芝商所、Zaner Metals

Hot U.S. data and hawkish Fed push 10-year Treasury yield above 5.1%, hitting a 19-year high

Published ・ Source Taiwan | 鉅亨網

The U.S. 10-year Treasury yield rose to 5.129%, its highest level since July 2007. The increase was driven by economic strength, inflationary pressures and signals that the Federal Reserve may raise rates further.

Companies mentioned:S&P Global、Federal Reserve (Fed)

Nvidia’s rally pauses as it tests a new high; Google AI chips pose a challenge

Published ・ Source Taiwan | 鉅亨網

Nvidia shares failed to set a record high as Google’s TPU chips intensified competition, raising concerns that its dominance in AI could be eroded. Major customers such as Anthropic are seeking to reduce their reliance on Nvidia.

Companies mentioned:Nvidia、Google、Alphabet、Broadcom、Anthropic、Lambda、Nscale、Crux AI、Blackstone、The Information、The Wall Street Journal、Barron's

Markets press for rate hikes; El-Erian warns global central banks could enter a dangerous cycle

Published ・ Source Taiwan | 鉅亨網

Economist Mohamed El-Erian warned that market expectations could push central banks into a dangerous cycle of rate hikes. A loss of policy independence could harm the economy.

Companies mentioned:Allianz、PIMCO、Federal Reserve

Iran proposes reopening the Strait of Hormuz; U.S. rejects proposal

Published ・ Source Taiwan | 鉅亨網

Iran proposed reopening the Strait of Hormuz, but the United States rejected the proposal. Indirect talks during the UN General Assembly made the divisions clear, and oil prices surged.

New York foreign exchange: Dollar climbs to near two-month high as expectations for Fed rate hikes in the near term grow

Published ・ Source Taiwan | 鉅亨網

The dollar rose to a 2-month high as expectations of further Fed rate hikes increased. Tensions in the Middle East also pushed up oil prices, affecting foreign exchange markets.

Companies mentioned:Federal Reserve、Brown Brothers Harriman、S&P Global、LSEG、Bank of Japan

Fed governor signals further rate hikes; odds of another hike in October rise to about 70%

Published ・ Source Taiwan | 鉅亨網

U.S. business activity and price pressures both accelerated in September. After Federal Reserve Governor Michael Barr suggested that further rate hikes may be needed, markets raised the probability of a rate hike in October to about 70%. This could mark a turning point in monetary policy.

Companies mentioned:CMEグループ、S&Pグローバル

U.S. stocks after the close: Stocks and bonds both sell off! Treasury yields soar to a 19-year high; Nasdaq and Philadelphia Semiconductor Index fall more than 1%

Published ・ Source Taiwan | 鉅亨網

Strong economic data and concerns about Fed rate hikes pushed U.S. Treasury yields to a 19-year high. The Nasdaq and semiconductor indexes fell more than 1%, weighing on shares of major companies.

Companies mentioned:Meta、Apple、Alphabet、Microsoft、Amazon、AMD、Broadcom、NVIDIA、TSMC、IonQ、Palantir、McDonald's、Disney、Netflix

Original蘋果明年iPhone新機更貴?台積電傳明年「確定調漲」晶圓代工價3%至6%

Published ・ Source Taiwan | 鉅亨網

Original台積電預計2027年調漲先進製程晶圓代工價3%至6%,蘋果晶片與記憶體成本上升,可能導致iPhone新機再度漲價。

Companies mentioned:台積電、蘋果、三星電子、AMD、NVIDIA、Qualcomm

Taiwan stocks: Key premarket news — Taiwan Cement expands into Eastern Europe; Taiwan’s market capitalization reaches $5.3 trillion, ranking fourth worldwide

Published ・ Source Taiwan | 鉅亨網

台泥 is acquiring a Ukrainian cement company for up to 27.2 billion yen as it expands into Eastern Europe. Taiwan's stock market capitalization reached $5.3 trillion, making it the world's fourth largest.

Companies mentioned:台積電、凱基人壽、研華、貿聯、燁輝、燁聯、聯合再生、高通

Energy after the close: Iran’s president declares “We will never surrender”; oil rebounds nearly 4% as Brent returns to $103

Published ・ Source Taiwan | 鉅亨網

On September 23, Brent crude rose 3.86% to $103.08. The Iranian president's declaration that Iran would “never surrender” reignited geopolitical risks and heightened market tensions.

Companies mentioned:サウジアラムコ (Saudi Aramco)

Yuan Chih-feng column: Hong Kong stocks quiet ahead of Golden Week

Published ・ Source Taiwan | 鉅亨網

Original碧桂園服務獲推薦為潛力股,目標價5.70港元,港股因黃金周前資金觀望而走弱,但南向資金持續流入。此分析對投資者具參考價值。

Companies mentioned:碧桂園服務、騰訊、小米、阿里巴巴、玖龍紙業、萬科、中芯國際、理想汽車

Taiwan | 中央社 CNA(12)

MLB 洛磯隊 Taiwan Day: Representative office and overseas Taiwanese community call for support for Taiwan’s participation in the United Nations

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • MLB 科羅拉多洛磯隊 on the 18th at 洛磯隊’s home venue, 庫爾斯球場

Companies mentioned:MLB、洛磯隊、駐丹佛辦事處、科羅拉多洛磯隊、庫爾斯球場、Coors Field、Asian Avenue Magazine

AI servers boost North American air freight; 3 Taiwanese airlines compete for high-tech cargo

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Original今年貨運營收約成長4至5成
  • Original相關營收占華航貨運總營收6成以上
  • OriginalAI相關貨物占整體貨運業務約4成至5成
  • Original北美則占貨運營收約7成
  • Original星宇今年5月貨運營收新台幣7.13億元
  • Up 68% year on year
  • 星宇’s cargo revenue in August was NT$672 million
  • Up 41% year on year.
  • The company announced in February 2024 that it had ordered 5 A350F freighters
  • The order was expanded to 10 aircraft

Companies mentioned:華航、長榮、星宇

Original駐荷蘭代表田中光投書荷媒 籲聯合國勿排除台灣

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 台灣’s 23.5 million people
  • The 81st 聯合國 General Assembly
  • 聯合國 General Assembly Resolution 2758
  • This resolution, passed in 1971

Companies mentioned:聯合國、荷蘭、台灣、中國、北京、改革日報、Willem-Alexander

Xi Jinping arrives in Washington; scholars say Middle East war has not significantly changed China’s Taiwan policy

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Arrived on the afternoon of the 23rd, U.S. Eastern time
  • An arrival ceremony for Xi Jinping and his wife’s state visit was held at the White House on the morning of the 24th
  • The U.S. and Chinese first families will have tea at the White House on the morning of the 25th

Companies mentioned:中國、美國、全球台灣研究中心(Global Taiwan Institute,GTI)

Good morning, world: Taiwan stocks hit a record high as market capitalization surges to $5.3 trillion, surpassing 印度 to rank fourth worldwide

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Taiwan’s stock market capitalization surged to about $5.3 trillion
  • Central bank reports August securities transfer deposit balance rose to NT$4.5712 trillion
  • Industrial electricity consumption also topped 16 billion kWh for the first time
  • The original target was to reach an output value of NT$40 billion by 2030
  • And “it should exceed 50 billion”
  • Original政府希望2030年各類無人機自製能力提升至9成

Companies mentioned:MarketCapWatch、亞洲開發銀行、台灣、美國、中國、日本、印度、川習會、美國國務院、法國、英國、韓國、國防部軍備局、202廠、中央氣象署、北檢、北院、衛福部、台北市府、台北市社會局、社工師全聯會、名古屋亞運、陳人豪、美國電視艾美獎、魔域九魂

義大利 passes bill authorizing nuclear power restart; environment minister calls it a historic day

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The first nuclear reactors are expected to begin operating between 2033 and 2034

Companies mentioned:義大利、Corriere della Sera、民主黨、五星運動、綠黨與左翼聯盟

South Korean president meets 川普 on sidelines of U.N. General Assembly to discuss cooperation on warship construction

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 李在明 held a 30-minute meeting with 川普 on the sidelines of the United Nations General Assembly in New York

Companies mentioned:李在明、川普

U.S.-China economic and trade talks make progress; trade truce extended to Jan. 10, 2027

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Originally set to expire on Nov. 10
  • Will be extended to Jan. 10

Companies mentioned:美國、中國、美國財政部、中國國務院

Xi Jinping arrives in the U.S. for a state visit; Trump personally greets him

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 479 service members representing the various branches of the U.S. military took part
  • A U.S. military B-2 bomber and 4 F-22 Raptor fighter jets flew overhead

Companies mentioned:亞馬遜、太空探索科技公司、OpenAI、輝達、蘋果

Xi Jinping arrives in the U.S. for a 2-day visit; Trump personally went to Andrews Joint Base to welcome him

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • A two-day visit to the U.S.
  • The trade truce is set to expire in November

Companies mentioned:OpenAI、谷歌、輝達

Original巴拉圭總統聯大挺台:排除台灣是「聯合國的污點」

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Companies mentioned:巴拉圭、聯合國、台灣、中華民國、香港「南華早報」、路透社、中央社

Oil prices rise; Brent crude climbs back above $100

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • West Texas Intermediate crude for November delivery rose 1.8%, settling at $92.16 a barrel
  • Brent crude for November delivery rose 3.9%, settling at $103.08 a barrel

Companies mentioned:白宮、紐約商品交易所、倫敦北海

Japan | m3.com(3)

Your first academic conference reception: What’s the right way to spend your time?

Published ・ Source Japan | m3.com

Summary not yet available

Companies mentioned:m3.com、Docpedia LIFESTYLE

A startling 85% pay out of pocket! Doctors’ AI spending and the monthly fees they’re paying

Published ・ Source Japan | m3.com

Summary not yet available

Facts

  • Paid plans costing several thousand yen per month

More than 40% report lower revenue after the revision! Concerns over cuts to generic-name prescriptions

Published ・ Source Japan | m3.com

Summary not yet available

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