Global AI spending could reach $1 trillion next year。摩根大通’s Dimon reveals why：huge demand is pushing up global interest rates
The summary of this item is not shown
Companies mentioned：CNBC、摩根大通
2026-09-24 15:00–18:00 JST
297 received, 297 listed, 8 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 276 items from 7 sources; Japan, 21 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 風傳媒 (continued)（55）
Students working for 2 months over summer break：do they have to switch health insurance to their employer？Staying under a parent’s plan could cost more—a side-by-side calculation
Whether students working for 2 months over summer break need to switch their health insurance to their employer has sparked discussion。The National Health Insurance Administration said short-term workers can keep their existing insurance status, but a single paycheck of 29,500 yuan or more will be subject to a 2.11% supplementary premium。Different enrollment arrangements affect costs for individuals and families。
You couldn't just walk into an ancient brothel! Aspiring courtesans had to pass 3 major tests: even body hair was subject to strict standards, and they had to train to cry
Summary not yet available
Facts
- New recruits at brothels could be no older than 17
- A woman's shoulders had to be 一尺六寸 wide
- Her hips had to be three cun narrower than her shoulders
- The length from shoulder to fingertips had to be 二尺七寸
Russian military casualties show the mysterious figure 8964. Zelensky appeals to 47 countries: Stop helping Putin send your own citizens to die in 烏克蘭
Summary not yet available
Facts
- Russian forces have lost 248,964 people on the 烏克蘭 battlefield
- Zelensky appeals to the leaders of the 47 countries from which 俄羅斯 recruited troops
- 俄羅斯 has occupied only slightly more than 1000 square kilometers of 烏克蘭 this year
Companies mentioned：聯合國、烏克蘭、俄羅斯、北韓、伊朗、芬蘭、澳洲
Not Cathay or CTBC! Taiwan's most profitable financial holding company is this one, raking in 24.6 billion in a single month and securing the top spot in both EPS and profits
The summary of this item is not shown
Facts
- Original12 間上市金控 8 月自結稅後淨利達新台幣 861.26 億元
- Original累計前 8 月獲利高達 5,789.07 億元
- Up 59% year over year
- Original8 月單月稅後淨利 246.8 億元
- Original累計前 8 月稅後淨利達 1,202.6 億元
- Up 64% year over year
- After-tax earnings per share (EPS) reached as high as 8.3 yuan
- Original8 月稅後淨利 113 億元
- Original累計稅後淨利達 986.4 億元
- Up 52% year over year
- EPS was 6.47 yuan
Companies mentioned：富邦金、國泰金、元大金、中信金、台新新光金、永豐金、凱基金、玉山金、兆豐金、華南金、第一金、合庫金
U.S. Treasury yields soar past a 19-year high! How should investors protect themselves? 阮慕驊 points to “4 major warning signs”: These 3 assets will be hit first
U.S. Treasury yields reached their highest level since 2007, prompting financial expert 阮慕驊 to say that “money has regained its price.” He issued 4 warnings to investors while emphasizing that rising real interest rates were the main factor.
Facts
- The ten-year government bond yield topped 5.113%
- The intraday high approached 5.14%
- The five-year yield topped 5% for the first time since 2007
- The 30-year yield climbed to 5.4%
- Raised interest rates to a range of 3.75% to 4%
- Issued eleven billion dollars in high-yield bonds
- Gold prices fell to around $4,322 per ounce
- 標普500 fell 0.6% to 7,715.75 points
- 道瓊 fell 312 points
- The risk-free rate topped 5.1%
- 標普500’s estimated earnings yield is only a little over 4%
- 貝森特 spends $6 billion buying back Treasury bonds
Companies mentioned：美國聯準會、Fed、S&P Global、軟銀、OpenAI、標普500、道瓊、REITs、台股、川普、貝森特
AI out of control again? After Hugging Face, OpenAI agents break into an Australian health insurance website
Summary not yet available
Facts
- NVIDIA makes a high-priced $13 billion bid to acquire AI model platform Hugging Face
Companies mentioned：OpenAI、Hugging Face、美聯社、澳洲情報機構
New Taipei Smart City! Young people team up for an AI hackathon to tackle municipal challenges across 5 departments
The New Taipei City Government held an AI Smart City Hackathon in 2026, where 71 youth teams proposed AI solutions to 5 municipal issues, showcasing young people’s innovative energy and the government’s determination to work with them to advance smart governance.
Facts
- Attracted 245 people
- A total of 71 teams enthusiastically participated and advanced to the finals
- Ultimately, 5 youth teams won awards
- It usually takes three to five hours to draft a proposal
- The process could eventually be shortened to three to five minutes
- The risk score is first quantified on a scale from zero to one hundred
Companies mentioned：AWS、Green Day
Why are crosswalks painted black and white? It’s not for looks—there’s also 1 life-saving mechanism behind it
The black-and-white design of crosswalks is not just for visual contrast; it also uses an optical illusion to prompt drivers to slow down and improve pedestrian safety. The design originated in British research and has since become an international standard.
After 40 years of work, he finally retires and spends 8 million on his dream car at 64! One remark from his daughter makes him start hiding in the car
A 64-year-old former office worker bought a luxury car with his retirement payout after 40 years on the job, but began spending time in the car because he felt he had no place at home. The case raises questions about reassessing family relationships.
Companies mentioned：THE GOLD ONLINE
Original台股飆破4萬8！Sway揭房市冷清真相 投資客為何不願「賣股買房」？
Summary not yet available
Facts
- Taiwan stocks closed at 48,157.29 points yesterday (23), a record closing high
- It fell 132.69 points today (the 24th), but still closed at 48,024.60 points.
- 台積電 closed at NT$2,475 today.
- 台積電's share price has risen about 59.7%, excluding dividends.
- Building sales and transfers totaled 15,723 units in August.
- Down 23.3% month on month
- Down 5.6% year on year
- Raise the cap on mortgage lending for natural persons buying a second home from 6成 to 7成.
Companies mentioned：Sway、台積電、台塑化、聯茂
Highlights of Xi Jinping's first day in the U.S.: Who is accompanying him? What role will the first lady play? Could the high-profile reception trigger a backlash?
Summary not yet available
Facts
- A state visit to the United States for the first time in 11 years.
- A 三-day visit to the United States.
- 41% of Americans believe China's territorial ambitions pose a threat to the United States.
- Most MAGA Republicans, or 63%, support limiting U.S. ties with China.
Companies mentioned：蘋果、特斯拉、輝達、中國國際航空
What is the best color to choose for a car? Experts reveal that one color has a 47% higher accident risk; the safest color is revealed.
Research shows that black cars have a 47% higher risk of nighttime accidents than white cars. Visibility differences are considered the main factor, prompting a reassessment of the safety implications of car color.
Companies mentioned：iSeeCars、MUARC、FAKTI.BG
Store water now! Major water outages in 4 counties and cities tomorrow; some areas will be without water for up to 28 hours. Check with one click whether your home will be affected.
Taiwan Water Corporation will carry out scheduled water outages in parts of Taipei, New Taipei, Taoyuan and Taichung on September 25 for pipeline upgrades and emergency repairs. The outages will last up to 28.5 hours. Residents are advised to store water in advance and check whether they will be affected; the notice is important for public safety.
Ministry of Transportation announces major amendments to regulations! A nationwide rule taking effect next year will impose fines of NT$36,000 for violations; see the latest rules.
The Ministry of Transportation announced that practical on-road training will be added to training for scooters and ordinary heavy motorcycles starting in 2027, and that penalties for unlicensed driving will be increased. The measures aim to improve hazard recognition as part of road safety efforts.
A thousand players bringing equipment worth over 100 million show their support! Asia's largest LAN party, WirForce 2026, moves to Taipei World Trade Center Hall 1 and returns on a grander scale, tripling in size.
Asia's largest LAN party, WirForce 2026, was held at Taipei World Trade Center First Hall, with the event space expanded to 3 times its previous size. An AI network management system was introduced, making it a major event symbolizing the development of Taiwan's gaming technology and digital entertainment industries.
Companies mentioned：技嘉AORUS、FSP全漢、ZOTAC GAMING、MONTECH、中華電信
Uber passengers' favorite feature is 「Share Trip」! Safety rate has reached 99.9% for 9 consecutive years; company teams up with the Motor Vehicles Office for a family day promoting defensive driving.
Uber and Uber Eats announced that they achieved a trip accident-free rate of more than 99.9% for 9 consecutive years, from 2017 through 2025. The safety feature most used by users is “trip status sharing.” In cooperation with the Motor Vehicles Office, they also held the “Safe Journey Parent-Child Day” defensive driving event for delivery partners and their families for the first time.
Companies mentioned：交通部公路局、臺南市交通與救援協會、臺北區監理所
AI leader makes bold prediction: Humans will cure the vast majority of diseases within 10 years. Claude independently discovers a new 「gene editing」 mechanism; biology is set for 「exponential growth」.
Anthropic CEO Dario Amodei predicted that AI will cure most diseases within 5 to 10 years. It was also announced that the AI model Claude independently discovered a molecular machine with potential for a new gene-editing mechanism. This points to exponential progress in biological research.
If you accidentally ride a motorcycle onto a freeway, never try to ride it off at an interchange! Police explain what to do; mistakes can lead to a maximum fine of NT$36,000.
A motorcyclist in Tainan mistakenly entered a freeway and rode against traffic for nearly 14 kilometers before police blocked the lanes and stopped the rider. The freeway authority said anyone who enters by mistake should pull over immediately and call for help, and must not continue riding or travel against traffic. Violators face a maximum fine of NT$36,000.
Companies mentioned：交通部高速公路局
Get out your ID! Match the numbers to get steak and seafood, free all-you-can-eat meals for eligible customers, and buy-one-get-one offers: a roundup of September deals at restaurants across Taiwan.
For the Mid-Autumn Festival and Teachers' Day in September, hotels and restaurants across Taiwan are offering limited-time promotions. Offers based on ID cards and names, along with discounts for education and medical workers, are prominent, making for a more affordable holiday break for consumers.
Companies mentioned：春三朝午、王品牛排、台北晶華酒店、圓山大飯店、台北大直英迪格酒店、台南晶英酒店、台北士林萬麗酒店、新竹喜來登飯店、台北新板希爾頓酒店、台北六福萬怡酒店、台中長榮桂冠酒店
Don't leave older adults living alone behind! Ministry of Health and Welfare to invest NT$6.25 billion in expanded services, proactively conducting door-to-door checks on 700,000 older people nationwide.
Original衛生福利部が62.5億元を投じ、全国70万人の独居高齢者を対象に包括的訪問調査を実施。民間団体と連携し、見守りや支援サービスの提供につなげる。
Will garbage trucks operate during the 2026 Mid-Autumn Festival holiday? See collection schedules for every city and county across Taiwan; Taipei, New Taipei and Taoyuan will all suspend collection on this date.
Summary not yet available
Facts
- 30 limited-time drop-off points in 台北市.
- The period from September 25 (Friday) to September 28 (Monday) forms a 4-day holiday.
Companies mentioned：台北市、新北市、基隆市、桃園市、新竹市、新竹縣、苗栗縣、台中市、彰化縣、南投縣、雲林縣、嘉義市、嘉義縣、台南市、高雄市、屏東縣、宜蘭縣、花蓮縣、台東縣、澎湖縣、金門縣、連江縣
A Golden Melody-winning band sings the sounds of military dependents' villages; the 2026 Taipei Military Dependents' Village Culture Festival links 三 major settlements to bring the city's living memories back to life.
The 2026 Taipei Military Dependents' Village Culture Festival, themed 「Listen! The Sounds of Military Dependents' Villages」, is organized by the Department of Cultural Affairs of the Taipei City Government. It links 三 major military dependents' village communities and revives memories of city life through sound and cultural activities, carrying significant social and cultural importance.
Which Taipei district is aging the fastest? Population figures for 12 administrative districts are revealed; every district has at least one older adult for every 5 residents.
Summary not yet available
Facts
- The population of people aged 65 and older in Taipei reached 589,801.
- That is 24.18% of the city's population.
- 萬華區 had the highest share of older residents, at about 26.43%.
- An increase of 3.69 percentage points.
- Taiwan had 4,673,155 people aged 65 and older at the end of December 2025.
- That was 20.06% of the total population.
Companies mentioned：臺北市政府民政局、內政部戶政司、臺北市政府衛生局、世界衛生組織
Trump calls for 「interest rates to fall to 1%」! What would happen to the U.S. economy and financial markets if the Federal Reserve cut rates aggressively?
Former U.S. President Trump urged the Federal Reserve to cut its policy rate to 1%. A sharp rate cut amid high inflation could bring risks including rising long-term interest rates and worsening fiscal conditions, drawing market attention.
Companies mentioned：DASM投資研究公司
Bringing your own cup has cut plastic use by a cumulative 3 tons! EasyCard Corporation's 「Reduce Plastic Easy Life」 wins the National Brand Yushan Award for 「Best Product」.
悠遊卡公司's “減塑Easy Life” service won the National Brand Yushan Award for Best Product. It uses digital technology to encourage people to bring their own cups and has helped reduce plastic use by 3 tons.
The Macallan's 「Ultimate Cocktails: A Taiwan Tour」 launches October 1, bringing together 105 top bars and bartenders to create a new chapter in flavor.
麥卡倫 will launch 「Ultimate Cocktails: A Taiwan Tour」 on October 1, collaborating with 105 of Taiwan's top bars and bartenders on limited-edition cocktails. The initiative deepens local connections and enhances the brand experience, marking a significant development for the spirits market.
「Love yourself. Love life.」 Kia The new Picanto Cappuccino Edition launches at NT$709,000, with a limited run of 100 units.
Taiwan Sanyang Kia launched a limited run of 100 The new Picanto Cappuccino Edition cars, priced at NT$709,000, and simultaneously opened a new 3S showroom and service center in Xinzhuang. The move strengthens its brand services and market presence in the greater Taipei area.
Companies mentioned：尚麒汽車
Confirms that Hanxiang will handle MQ-9B drone maintenance; general manager reveals future plans: the company will focus more on drones.
Hanxiang General Manager Chuang Hsiu-mei confirmed that Hanxiang will handle MQ-9B drone maintenance in Taiwan. The company will invest more resources in drones and loyal wingman development in the future, strengthening Taiwan's defense industry.
Companies mentioned：General Atomics
U.S.-China trade war pause approved ahead of the Trump-Xi meeting: Busan agreement extended through January next year.
The United States and China extended their pause in the trade war through January next year. The agreement was reached ahead of President Xi Jinping's visit to the United States, as efforts to ease economic tensions continue.
Where can you travel abroad with a budget of NT$20,000? Not Okinawa or Bali! Travel insiders strongly recommend 「it」 for better value: low prices and stunning scenery.
A discussion broke out after a Taiwanese internet user, feeling mentally and physically exhausted, sought overseas destinations for a restorative trip within a NT$20,000 budget. Thailand and Vietnam received strong recommendations for their low prices and slower pace, reflecting travelers' preference for low-cost, relaxing trips.
Where do glass bottles go after being tossed into a recycling truck? Taiwan recycles more than 200,000 tons a year, and some of it is even laid beneath your feet.
Taiwan recycled more than 200,000 metric tons of waste glass containers in 2025. After processing, the glass can be used to make new bottles and jars or as a construction material, demonstrating the value of the circular economy.
A Korean wave versus a foreign wave in the New Taipei showdown? Lee Chuan invites Han Kuo-yu to campaign for him; Su Chiao-hui says she will take on the challenge with 「Foreign Wave Hui Gathering」.
The New Taipei mayoral race is heating up. Facing an opponent backed by Han Kuo-yu, Su Chiao-hui has put forward a 「Foreign Wave Hui Gathering」 strategy, emphasizing her record on local development and ability to bring people together.
Taiwan stocks got support in the final minutes! The market closed back above 48,000 points, with “these 2 major AI groups” bucking the trend to hit record highs
Taiwan stocks opened lower on concerns about rising U.S. interest rates, but recovered to 48,000 points late in the session as buyers returned. Companies in AI-related ABF substrates and liquid-cooling technology hit new highs, drawing market attention.
Companies mentioned：台積電、聯發科、台達電、景碩、南亞科、力積電、旺宏、華邦電、聯茂、騰輝電子-KY、金居、南電、台燿、德宏、毅嘉、欣興、雙鴻、健策、奇鋐、嘉晶、茂矽、漢磊、光鼎、彰源、新鋼、海光、威致、允強、千興、運錩、大甲
Yizhong Street and Fengjia Night Market lose out! Taichung’s top attraction drew 20.08 million visitors, who praised its convenient transport and abundant food, saying there was enough to do for a whole day
In the ranking of Taichung tourist attractions for January-July 2026, the Gongyi Road commercial district topped the list with more than 20.08 million visitors. The Yizhong commercial district and Maple Garden followed. A mix of food, nature and shopping is attracting domestic and international tourists.
Hsu Hsin-ying unveils first round of “2030 Hsinchu Women’s Power” platform, pledges comprehensive support for women throughout their lives
Kuomintang Hsinchu County magistrate candidate Hsu Hsin-ying unveiled her “2030 Hsinchu Women’s Power” platform, proposing Taiwan’s first free, one-stop women’s health checkup service and support for women making a fresh start. The move highlights her focus on women’s rights throughout their lives and demonstrates policy leadership at a crucial point in the election campaign.
Yunlin investment drive tops NT$300 billion! Chang Li-shan unveils “9+1 parks” and courts Southeast Asian Taiwanese businesspeople with a dual-base strategy
Yunlin County attracted more than 306.9 billion yen in investment and is developing its “9+1 industrial parks.” County Magistrate 張麗善 urged Taiwanese businesspeople in ASEAN to invest under a “dual-base” strategy. This is an important step toward strengthening industrial hubs in western Taiwan.
Companies mentioned：矽品精密、富喬、李長榮
All Brave Eagle advanced trainers delivered, but one was lost in an accident—will it be replaced? 漢翔 general manager: We will fully support the military if needed
Taiwan’s 漢翔航空工業 completed delivery of all Brave Eagle advanced trainer aircraft, but one was previously lost in an accident, leaving 65 aircraft. The company’s general manager said it would respect the military’s needs and provide full support to replace the aircraft if necessary.
Companies mentioned：漢翔航空工業
Why did Trump give Xi Jinping a “papal-level” welcome? Will arms sales to Taiwan be canceled? Scholar says another issue is more worrying
U.S. President Trump welcomed President Xi Jinping with a reception on a par with that for a pope, but halting arms sales to Taiwan is considered difficult. Efforts to exert influence within Taiwan are seen as a new concern.
Companies mentioned：風傳媒
Bessent: UN representatives may not be able to return home; assess impact of U.S. total blockade of Iranian aviation as Tehran’s international flights are grounded on a large scale
The United States imposed new sanctions on Iran's aviation industry, grounding numerous international flights. Treasury Secretary Bessent said economic pressure would be stepped up to seek a change of government or compliance with agreements.
Companies mentioned：Mahan Air、Varesh Airlines、FlightRadar24、Fox News Channel
Tang Prize Rule of Law Masters Forum: Ackerman discusses with Su Yongqin and Chang Wen-chen at 台大, urging a “Democracy Deliberation Day” to expose politicians’ lies
Summary not yet available
Facts
- France established 60,000 preschools in the 1990s
- 60% of Taiwan’s population has a higher education
- Limited-time price cut to $4.57
- About NT$158
- The average life expectancy of women in Taiwan has reached 85 or 86 years
- It is expected to reach 92 years within ten years
- The higher education participation rate is as high as 60%
- The average age at first marriage for men in Taiwan has reached 33
- 12% of the U.S. population are sports fanatics
- Only 8% are passionate about politics
- 27 books published over a lifetime
Companies mentioned：耶魯大學、台大、哈佛商學院、Amazon、g0v 零時政府、中研院
iPhone 17 series loses! Top smartphone brand takes the crown with an 18% market share; insiders praise its value for money: affordable, durable, great camera and premium look
In the second quarter of 2026, Samsung's Galaxy A series ranked first in global smartphone series sales with an 18% market share. Apple's iPhone 17 series ranked second with 16%, highlighting differences in product-line strategies.
Companies mentioned：Apple、Samsung、Xiaomi、Smart Analytics Global、傑昇通信
Through the pandemic, conflict and supply-chain disruptions! The final 2 Brave Eagle advanced trainers are complete, with 漢翔 Chairman Cao Jin-ping personally flying one for delivery
Summary not yet available
Facts
- The program will deliver 66 production aircraft
- More than 80% of the aircraft was redesigned
- The aircraft’s domestic production rate rose significantly to 55%
- More than 200 domestic suppliers were brought into the program through outsourcing and support
- During 2025 and 2026, 14 Brave Eagle aircraft were delivered in each year
Companies mentioned：漢翔、波音、空巴、中科院、工研院、車輛中心
Taiwanese travelers are skipping Tokyo and Seoul! Insiders are choosing 1 destination, where visitor numbers have surged to 600,000: varied itineraries, beautiful scenery and a relaxing way to travel independently
From January through July 2026, the number of foreign visitors to Busan reached about 3 million, with Taiwan accounting for the largest share at 605,000. Medical tourism and increased consumer spending were particularly notable, with significant spillover effects on the regional economy.
Staggering medical care costs: Cathay Life health report reveals that people need NT$5.58 million over a lifetime
Cathay Life released its 2026 Future Health Day report. Analysis of data from 7.695 million policyholders showed that average out-of-pocket medical and eldercare costs over a lifetime are NT$5.58 million for women and NT$4.14 million for men. The figures underscore the importance of long-term care financial planning.
Nine original works of the Goddess of the Ninth Heaven shown together in Taiwan for the first time: Song Wen-chi’s “She Comes from Kunlun · Dark Ink Lotus” calligraphy and painting exhibition opens 10/3 at Songshan Cihui Temple
Artist Song Wen-chi will hold the “She Comes from Kunlun · Dark Ink Lotus” calligraphy and painting exhibition in Taipei in October, presenting nine original works of the Goddess of the Ninth Heaven from Harbin together in Taiwan for the first time. The exhibition blends faith, art and culture, with profound spiritual and aesthetic value.
Companies mentioned：弗利思特文化事業
Global overseas Chinese student singing contest concludes, with more than 700 people sharing Taiwan’s sound across borders
The 2026 Global Overseas Chinese School Students and Overseas Chinese Students Singing Competition, organized by the Overseas Community Affairs Council, was held in Taipei. More than 700 participants expressed Taiwanese culture through songs in Mandarin, Taiwanese Hokkien and Taiwanese Hakka. Three groups of winners were selected, and Li Haoran, the domestic division winner, is scheduled to perform at the National Day Gala.
After repeated setbacks trying to change careers from administrative work, she entered the semiconductor industry and got a pay raise with a one-on-one workplace mentor
Xiaoting, who had worked in an administrative role, switched careers to become a semiconductor probe card engineer through the Labor Employment Support Program and increased her salary. The Ministry of Labor's support program is helping people make career changes from unrelated fields.
杏輝活芯 invited to exhibit at the 2026 Taiwan Innotech Expo, showcasing its precision health R&D capabilities through patents in multiple countries
Summary not yet available
Facts
- Co-hosted by 12 government agencies
- Recognized with ten awards and certifications
Companies mentioned：杏輝活芯、杏輝醫藥集團、經濟部智慧財產局、國科會、農業部、ECNS-QH配方
Taiwan | 鉅亨網（21）
Personal AI agent battle heats up! Muse takes the top spot, Grok Bot users surge, and OpenAI may make its move as soon as this week
Meta's Muse ranked No. 1 on the U.S. App Store in the personal AI agent market, while Grok Bot recorded 418,000 weekly active users. OpenAI is also considering releasing a new product called Aeon.
Companies mentioned：SpaceXAI、Meta、OpenAI、Instinct、The Information、彭博
Bitcoin faces settlement of $15 billion in options, which could affect whether the bull market continues
Bitcoin options worth $15 billion are due to settle on Deribit. The market is wary that hedging activity could put downward pressure on prices.
Companies mentioned：Deribit、Orbit Markets、Ledn、Wintermute、Tesseract Group、ベライド（BlackRock）、IBIT
Micron’s AI boom caught in a bull-bear tug-of-war! UBS backs its strong fundamentals and expects share buybacks to resume in December
Shares of U.S. semiconductor maker Micron have surged amid AI enthusiasm, but the durability of demand remains a key question. UBS sees underlying fundamentals as strong and expects the company to resume share buybacks in December.
Companies mentioned：瑞銀 (UBS)、Wolfe Research
Original美國聯邦法官裁定：白宮須暫時恢復CNN等三家媒體採訪權
A U.S. federal judge ordered the Trump administration to temporarily restore White House press credentials for CNN, MS NOW and Politico. The case stems from a clash between press freedom and national security.
Companies mentioned：CNN、MS NOW、Politico、The Washington Post、Fox News
Major breakthrough! Samsung’s 3D DRAM becomes “wafer-scale Lego”; experts: horizontal capacitors + GAA + PoC target a new low-voltage, low-density DRAM cell
三星電子 has successfully verified the reading and writing of 16-layer 3D DRAM. The horizontal capacitor, GAA transistor and PoC structure mark progress toward commercializing next-generation DRAM and meeting memory demand in the AI era.
Companies mentioned：三星電子、SK海力士、美光
Tesla’s third-generation Optimus unexpectedly revealed: major redesign makes it more suited to factory work
The design of Tesla's 3rd-generation humanoid robot, Optimus, was leaked through in-app data. Its exterior has been optimized for factory use, and preparations for mass production are steadily advancing. This is an important step in the company's automation strategy.
Companies mentioned：拓普グループ、三花智控、均勝電子
〈Cathay Life Health Report〉Don’t feel the savings from premium discounts on wellness policies? A shift to “Little Tree Points” aims to build a more engaging health ecosystem
Cathay Life launched the industry’s first “Little Tree Points” rewards for medical insurance and announced a goal of increasing policyholders’ healthy life expectancy within 10 years. The company will begin by reforming health practices among its 40,000 employees and strengthening preventive medicine.
Even新能源 giants are branching out into investments: Why has 寧德時代 set its sights on “air-to-water-to-fuel” technology?
Chinese startup 碳生萬物 has received investment from major new-energy companies including 寧德時代 for its technology to synthesize gasoline from carbon dioxide in the air and water. The investment comes amid demand for decarbonization in the aviation and transport industries.
Companies mentioned：碳生萬物、寧德時代、陽光電源、Aircela、中石化鎮海煉化、特斯拉
〈Real Estate〉AI supply-chain expansion fuels factory-building boom; commercial property brokers: Full-year commercial property transactions could top NT$300 billion
Summary not yet available
Facts
- Large commercial property transactions in the third quarter of 2026—single deals of NT$300 million or more—totaled NT$89.9 billion
- Total transactions in the first 3 quarters reached NT$257.7 billion
- Up 109% from the same period last year
- Third-quarter transaction value was just NT$22.9 billion
- The total for the first 3 quarters was NT$103.7 billion
- Down 23% year over year
- Full-year large commercial property transactions are expected to potentially reach NT$300 billion
- The Directorate-General of Budget, Accounting and Statistics again raised its 2026 economic growth forecast in August, to 11.05%
- 凱基人壽 bought the entire 潤泰玉成廣場 office building from 潤泰新 (9945-TW) for NT$20.6 billion
- 廣達電腦 (2382-TW) acquired the 華亞科 factory for NT$19.7 billion
- 日月光 (3
Companies mentioned：第一太平戴維斯、凱基人壽、潤泰新、廣達電腦、華亞科技園區、日月光、大立光、美光、矽品、信邦、輝達、海悅、新美齊、濟盟建設、坤悅開發
新光人壽 fined NT$2.4 million by the FSC after repeated errors in reporting foreign-currency payments
新光人壽 was fined NT$2.4 million by the FSC for unauthorized reductions in foreign-currency reserves and repeatedly reporting incorrect financial data. The incident exposed serious failures in its internal controls and compliance mechanisms, damaging the image of insurance-industry oversight.
Companies mentioned：安定基金
Yen heads toward 160 again as risk of currency-market intervention rises
The yen has again approached the psychological threshold of 160 per U.S. dollar, fueling expectations that the Japanese government may intervene in the foreign-exchange market. The U.S.-Japan interest-rate gap and differences in policy stances are the main factors.
Companies mentioned：澳洲聯邦銀行、澳洲國民銀行(NAB)、Ebury、瑞銀資產管理(UBS Asset Management)、瑞銀集團
Original〈台股盤後〉台積電熄火 長假前觀望量縮跌132點險守4萬8大關 周漲843點
Taiwan's stock market pulled back as 台積電 fell. Trading was subdued ahead of the holiday break, but AI-related sectors provided support, leaving the market sharply higher for the week. The moves point to a turning point in the balance of supply and demand and in technology trends.
Companies mentioned：台積電、鴻海、聯發科、台達電、廣達、日月光投控、景碩、欣興、南電、臻鼎-KY、雙鴻、健策、奇鋐、建準、聯茂、金居、台燿、台光電
Analyzing Meta Muse: Potential use cases and AI monetization models
Meta released its AI agent Muse, which got off to a strong start in downloads. However, a simple comparison with ChatGPT is inappropriate; the real focus is on use cases and monetization models.
Companies mentioned：Meta、Sensor Tower、OpenAI、Anthropic、Google、Microsoft、AWS、SpaceX、Amazon、永誠資產管理處
An $80,000 investment made Asia’s richest man: Wang Qiong’s investment in Zhang Yiming returned more than 15,000 times its value
Zhang Yiming became Asia's richest person with a fortune of $105 billion. His rise began with Wang Qiong's $80,000 investment. A return of more than 15,000 times ranks among the highest in venture capital history.
Companies mentioned：SIG、海納亞洲、紅杉資本、金沙江創投、DST、奇虎360
Taking aim at 華為 Ascend! Alibaba unveils Zhenwu V900, claiming 3 times the performance and calling it China’s most powerful chip
阿里巴巴 unveiled its Zhenwu V900 AI accelerator at the 2026 Yunqi Conference, calling it China's most powerful AI chip. As the computing-power race with 華為 intensifies, the chip is said to deliver 3 times the performance of its predecessor, with mass production targeted for Q1 2027.
Companies mentioned：華為
〈Stocks in Focus〉中鋼 sees improving supply-demand dynamics in steel market; steel stocks resist declines as 彰源 hits limit-up
中鋼 (2002-TW) forecast an improvement in the steel market's supply-demand structure and stable fundamentals, lifting steel-related stocks. 彰源 (2030-TW) hit the limit-up price, while 新鋼 (2032-TW) rose 8%. A recovery in international steel prices could stimulate downstream demand.
Companies mentioned：中鋼、彰源、新鋼、允強、千興
Global sell-off reaches Japan as 10-year Japanese government bond yield hits 30-year high
Original日本10年期公債殖利率が30年ぶりの高水準に上昇し、全球的な債券売却の波に巻き込まれた。アメリカの経済データと日本銀行の政策不透明さが市場の不安を加速させている。
Companies mentioned：日本銀行
Aiming for 5, eyeing 6? 5-year U.S. Treasury yield tops 5%, 10-year yield rises above 5.1%; Wall Street consensus: stock-market “crash line” moves higher
U.S. Treasury yields topped 5%, but the stock market did not plunge and has instead shown greater resilience. Experts say the threshold for risk concerns has risen to 5.5–6%. Capital outflows from emerging markets are also underway.
Companies mentioned：BlueBay、摩根大通、景順、Premier Miton
DeepSeek unveils large-scale agent training platform; a single task can launch 32,000 sandboxes
DeepSeek released DSec, a sandbox platform for training large-scale AI agents. It can run up to 380,000 sandboxes simultaneously, marking progress in next-generation AI infrastructure.
If allowed into the U.S. market, Chinese automakers could capture more than 10% of market share
If the United States relaxes restrictions on sales of Chinese cars, Chinese automakers could account for 11% of the U.S. new-car market by 2038. The outcome could vary significantly depending on policy. This trend would put considerable competitive pressure on established automakers.
Companies mentioned：Mobility Global、比亜迪、吉利汽車、上汽集団、日産、現代自動車、トヨタ
What happens when Treasury yields surge? Mortgages, car loans and corporate financing get more expensive, while stocks come under pressure
U.S. Treasury yields surged, with the 10-year yield reaching 5.125%. This is pushing up mortgage and corporate borrowing costs and weighing on the stock market. Expectations of further Federal Reserve rate hikes are behind the move.
Companies mentioned：Federal Reserve (Fed)、Bryn Mawr Trust、Allianz Trade
Japan | EDINET 金融庁開示（21）
【ＡＩメカテック株式会社】Annual Securities Report—10th Fiscal Year (2025/07/01–2026/06/30)
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【株式会社ファイバーゲート】Annual Securities Report—27th Fiscal Year (2025/07/01–2026/06/30)
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【株式会社物語コーポレーション】Annual Securities Report—57th Fiscal Year (2025/07/01–2026/06/30)
Summary not yet available
Facts
- Other current assets [prior fiscal year-end / consolidated / as of]
- Other current assets [current fiscal year-end / consolidated / as of]
- Allowance for doubtful accounts, current assets, deducted in total [prior fiscal year-end / consolidated / as of]
- Allowance for doubtful accounts, current assets, deducted in total [current fiscal year-end / consolidated / as of]
- Current assets [prior fiscal year-end / consolidated / as of]
- Current assets [current fiscal year-end / consolidated / as of]
- Lease assets (net), property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Lease assets (net), property, plant and equipment [current fiscal year-end / consolidated / as of]
- Right-of-use assets (net), property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Right-of-use assets (net), property, plant and equipment [current fiscal year-end / consolidated / as of]
- Property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Tangible fixed assets
Companies mentioned：株式会社物語コーポレーション
【Ｓｏｌｖｖｙ株式会社】Annual Securities Report—18th Fiscal Year (2025/07/01–2026/06/30)
Summary not yet available
Facts
- Other current assets [prior fiscal year-end / consolidated / as of] / yen: 696122000
- Other current assets [current fiscal year-end / consolidated / as of] / yen: 625122000
- Current assets [prior fiscal year-end / consolidated / as of] / yen: 9694227000
- Current assets [current fiscal year-end / consolidated / as of] / yen: 12947692000
- Lease assets, property, plant and equipment [prior fiscal year-end / consolidated / as of] / yen: 19266000
- Lease assets, property, plant and equipment [current fiscal year-end / consolidated / as of] / yen: 19266000
- Accumulated depreciation, lease assets, property, plant and equipment [prior fiscal year-end / consolidated / as of] / yen: -10275000
- Accumulated depreciation, lease assets, property, plant and equipment [current fiscal year-end / consolidated / as of] / yen: -14128000
- Lease assets (net), property, plant and equipment
Companies mentioned：Ｓｏｌｖｖｙ株式会社
【株式会社ビューティカダンホールディングス】Annual Securities Report—30th Fiscal Year (2025/07/01–2026/06/30)
Summary not yet available
Facts
- Other current assets [prior fiscal year-end / consolidated / as of] / yen: 99858000
- Other current assets [current fiscal year-end / consolidated / as of] / yen: 94791000
- Allowance for doubtful accounts, current assets, deducted in total [prior fiscal year-end / consolidated / as of] / yen: -8188000
- Allowance for doubtful accounts, current assets, deducted in total [current fiscal year-end / consolidated / as of] / yen: -5947000
- Current assets [prior fiscal year-end / consolidated / as of] / yen: 1965958000
- Current assets [current fiscal year-end / consolidated / as of] / yen: 1494509000
- Other property, plant and equipment [prior fiscal year-end / consolidated / as of] / yen: 17139000
- Other property, plant and equipment [current fiscal year-end / consolidated / as of] / yen: 18845000
- Accumulated depreciation, other property, plant and equipment [prior fiscal year-end / consolidated / as of] / yen: -13712000
Companies mentioned：株式会社ビューティカダンホールディングス
【株式会社Ｆｕｓｉｃ】Annual Securities Report—23rd Fiscal Year (2025/07/01–2026/06/30)
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Original【株式会社トライアルホールディングス】有価証券報告書－第12期(2025/07/01－2026/06/30)
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【笹徳印刷株式会社】Annual Securities Report—77th Fiscal Year (2025/07/01–2026/06/30)
Summary not yet available
Facts
- Electronically recorded monetary claims, current assets [prior fiscal year-end / consolidated / as of]
- Electronically recorded monetary claims, current assets [current fiscal year-end / consolidated / as of]
- Other current assets [prior fiscal year-end / consolidated / as of]
- Other current assets [current fiscal year-end / consolidated / as of]
- Current assets [prior fiscal year-end / consolidated / as of]
- Current assets [current fiscal year-end / consolidated / as of]
- Lease assets (net), property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Lease assets (net), property, plant and equipment [current fiscal year-end / consolidated / as of]
- Other (net), property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Other (net), property, plant and equipment [current fiscal year-end / consolidated / as of]
- Property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Property, plant and equipment [current fiscal year-end / consolidated /
Companies mentioned：笹徳印刷株式会社
【東洋ドライルーブ株式会社】Annual Securities Report—64th Fiscal Year (2025/07/01–2026/06/30)
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【株式会社アドベンチャー】Annual Securities Report—20th Fiscal Year (2025/07/01–2026/06/30)
The summary of this item is not shown
【株式会社アルペン】Annual Securities Report—54th Fiscal Year (2025/07/01–2026/06/30)
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【レーザーテック株式会社】Annual Securities Report—64th Fiscal Year (2025/07/01–2026/06/30)
Summary not yet available
Facts
- Notes and accounts receivable and contract assets [prior fiscal year-end / consolidated / as of]
- Notes and accounts receivable and contract assets [current fiscal year-end / consolidated / as of]
- Other current assets [prior fiscal year-end / consolidated / as of]
- Other current assets [current fiscal year-end / consolidated / as of]
- Current assets [prior fiscal year-end / consolidated / as of]
- Current assets [current fiscal year-end / consolidated / as of]
- Lease assets, property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Lease assets, property, plant and equipment [current fiscal year-end / consolidated / as of]
- Property, plant and equipment [prior fiscal year-end / consolidated / as of]
- Property, plant and equipment [current fiscal year-end / consolidated / as of]
- Intangible assets [prior fiscal year-end / consolidated / as of]
- Intangible assets [current fiscal year-end / consolidated / as of]
Companies mentioned：レーザーテック株式会社
【株式会社Ａｎｄ Ｄｏホールディングス】Annual Securities Report—18th Fiscal Year (2025/07/01–2026/06/30)
株式会社Ａｎｄ Ｄｏホールディングス filed its securities report for the 18th fiscal year. Although net sales and ordinary profit declined, its equity ratio, an indicator of financial soundness, rose, and the company maintained a stable balance sheet.
[株式会社ＳＡＮＫＯ ＭＡＲＫＥＴＩＮＧ ＦＯＯＤＳ] Securities Report—50th Fiscal Year (2025/07/01–2026/06/30)
株式会社ＳＡＮＫＯ ＭＡＲＫＥＴＩＮＧ ＦＯＯＤＳ filed its securities report for the 50th fiscal year. Although sales are trending upward, persistent losses and a sharp plunge in the equity ratio have created a serious situation.
[ＣＲＥロジスティクスファンド投資法人] Securities Report (Domestic Investment Securities)—20th Fiscal Year (2026/01/01–2026/06/30)
ＣＲＥロジスティクスファンド投資法人 filed its securities report for the 20th fiscal year (the first half of 2026). It disclosed its asset composition and income and expenditure, demonstrating stable management of logistics real estate investments.
Original【株式会社インテージホールディングス】有価証券報告書－第54期(2025/07/01－2026/06/30)
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[手間いらず株式会社] Securities Report—23rd Fiscal Year (2025/07/01–2026/06/30)
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Original【ウェルネット株式会社】有価証券報告書－第44期(2025/07/01－2026/06/30)
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Original【株式会社アンビションＤＸホールディングス】有価証券報告書－第19期(2025/07/01－2026/06/30)
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[アクモス株式会社] Securities Report—35th Fiscal Year (2025/07/01–2026/06/30)
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[マリモ地方創生リート投資法人] Securities Report (Domestic Investment Securities)—20th Fiscal Year (2026/01/01–2026/06/30)
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Taiwan | 照護線上（4）
Under the Mid-Autumn full moon, families reunite—don’t let osteoporosis “break” the bonds of family!
Summary not yet available
Companies mentioned：高雄榮民總醫院
Don’t use emergency contraceptive pills as routine birth control: Experts urge dual protection on World Contraception Day
Summary not yet available
Facts
- A 23-year-old woman
Flu shots and updated vaccines: Protect lungs and heart; experts urge seniors to get enhanced flu vaccine on October 1
Summary not yet available
Facts
- Seniors aged 65 and over
- Publicly funded vaccination begins on October 1
Companies mentioned：台灣感染症醫學會、疾管署
After 30 years, the Muscular Dystrophy Association vows “Never Stop,” moving from mutual aid toward more comprehensive support
Summary not yet available
Facts
- Celebrating 30 years since its founding
Companies mentioned：社團法人中華民國肌萎縮症病友協會
Taiwan | 社團法人中華民國牙醫師公會全國聯合會（1）
Registration is open for the 2026 3rd National Dentists’ Hiking Event!
Summary not yet available
Facts
- Event date: Nov. 8, 115 (Sunday)
- Event time: 07:00–11:00
- Registration period: From now through October 23 (Friday)
Companies mentioned：社團法人中華民國牙醫師公會全國聯合會、社團法人高雄市牙醫師公會、高雄市政府衛生局
Taiwan | Heho健康（1）
What should you do if your stool is all water? First check whether your stomach “hurts”! 4 major causes and emergency diet tips at a glance - Heho健康
Summary not yet available
Companies mentioned：Heho健康