# AI News 180m Report｜2026-09-26 12:00–15:00 JST｜Page 2 of 2 One place for news and notices from 2 countries/regions: Taiwan, 74 items from 3 sources; Japan, 50 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link. ## 台積電熊本效應擴散，「蓋晶圓廠的人」也出海：洋基買日本公司、拿熊本訂單再攻美光廣島 - Published: 2026-09-26T11:32:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11167726 - anchor: #n3021717 - Companies mentioned: 台積電、JASM、Sony、Denso、Toyota、美光（Micron）、Rapidus Taiwanese plant engineering company United Integrated Services acquired a local Japanese company and won a contract for the second phase of a semiconductor plant project in Kumamoto. It aims to generate revenue starting in 2027 and to participate in Micron’s Hiroshima plant project as well. ## 92-year-old man starts investing only after retirement！He builds a 20 million retirement fund by doing just 2 things a day and reveals the key to making money - Published: 2026-09-26T11:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11166641 - anchor: #n3021718 Ryoji, a 92-year-old Japanese investor, began investing in stocks after retirement and built assets worth 100 million yen by age 89. The key to his success, he says, is “continuing to take an interest in stocks.” ## WirForce進駐世貿一館規模翻3倍！技嘉、NVIDIA、MSI齊聚，台灣電競產業迎轉折點？ - Published: 2026-09-26T11:28:59+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11167785 - anchor: #n3021719 - Companies mentioned: 技嘉AORUS、NVIDIA、MSI微星科技、FSP全漢、ZOTAC GAMING、MONTECH君主科技、Logitech G、Predator、Sony INZONE、KIOXIA鎧俠、中華電信 Asia’s largest LAN party, WirForce 2026, was held at Taipei World Trade Center Exhibition Hall One, expanding to 3 times its previous size. Major brands including GIGABYTE, NVIDIA and MSI gathered at the event, accelerating the convergence of esports and digital entertainment. ## Go claim your spending voucher！Everyone nationwide can register for the “1,500-yuan voucher per person” before 9/29；here’s how to get the Good Taste Voucher - Published: 2026-09-26T11:15:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11167690 - anchor: #n3021720 Taichung’s Dakeng shopping district is offering the “2026 Dakeng Good Taste Voucher.” People can exchange 800 yuan for 1,500 yuan in vouchers；300 are available, and people across Taiwan can register for a lottery. The initiative aims to encourage visitors to stay longer and boost the local economy. ## Is Taiwan’s low-interest-rate era over？謝金河 says “this indicator is weakening,” a headwind for Taiwanese stocks：Is the central bank ready for AI-driven inflation？ - Published: 2026-09-26T11:12:56+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11167792 - anchor: #n3021721 - Companies mentioned: 財信伝媒、Fed、IMF、Amazon、Microsoft、Google、Meta The U.S. Federal Reserve raised interest rates for the first time since 2023, while AI-related capital investment has become a global inflationary factor. Taiwan is seeing tighter funding conditions, and the end of the low-interest-rate era is coming into view. This poses a challenge for the Central Bank of the Republic of China’s policy management. ## A visit to Elephant Mountain leaves a “possible tick” stuck to someone！Parent rushes to post a warning as the CDC explains what to do - Published: 2026-09-26T11:06:19+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11167791 - anchor: #n3021722 - Companies mentioned: 衛生福利部疾病管制署、新北市政府動物保護防疫處 A parent in Taipei took their child to Elephant Mountain Park and later found a live insect that appeared to be a tick on the child while bathing. The parent posted a warning to the public. The CDC urged people to take precautions when entering grassy areas and explained how to handle the situation properly. ## Microsoft shares hit their highest level since November last year！Analysts say avoiding dependence on a single AI model provider is a strategic advantage - Published: 2026-09-26T13:41:36+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616382 - anchor: #n3022070 - Companies mentioned: Meta Microsoft shares rose as investors assessed its AI strategy. Its strength lies in its role as a “coordination layer” that integrates multiple AI models. ## 長抱個股失靈？研究：僅23.2%標普成分股十年跑贏大盤 - Published: 2026-09-26T13:40:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6615154 - anchor: #n3022071 - Companies mentioned: Trivariate Research、NVIDIA、SPDR、Berkshire Hathaway Adam Parker of Trivariate Research said that only 23.2% of individual S&P 500 stocks outperform the index over a 10-year period. The concentration of market returns is prompting investors to reconsider long-term holding strategies. ## Battle for critical minerals shifts to South America！U.S. $7 billion loan tied to Argentina’s railways, pipelines, ports and power grid to secure the Western Hemisphere’s mineral and energy infrastructure - Published: 2026-09-26T13:30:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6614986 - anchor: #n3022072 - Companies mentioned: 嘉能可 The United States will provide up to $7 billion in financing for Argentina’s energy, mining and infrastructure sectors by 2027. The aim is to develop transport infrastructure to support resource exports, while also eyeing business expansion for U.S. companies. ## Foreign investors are back buying！The top 5 actively managed ETFs all beat the market；00981A gains nearly one-tenth in a week - Published: 2026-09-26T13:27:36+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6614874 - anchor: #n3022073 - Companies mentioned: 統一投信、復華投信、群益投信 Foreign investors are actively buying Taiwan’s actively managed ETFs, with 00981A posting the week’s largest gain. Strength in AI-related stocks is supporting the market. ## 新漢 heads to the Taiwan Expo USA to showcase AIoT applications across six key settings - Published: 2026-09-26T13:26:45+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616313 - anchor: #n3022074 - Companies mentioned: 工研院、仁宝、Synapticon Taiwanese industrial computer maker NEXCOM showcased 6 AIoT solutions at TAIWAN EXPO USA 2026. It is strengthening the North American rollout of its RoboWIZ robotics platform and accelerating its entry into European and U.S. markets. ## Ahead of Micron’s earnings report, BofA reiterates Buy rating and sees 45% upside - Published: 2026-09-26T13:10:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6615727 - anchor: #n3022075 - Companies mentioned: Micron Technology、NVIDIA、Yahoo Finance、TheStreet A U.S. bank reaffirmed its Buy rating on Micron, forecasting 45% upside. AI demand and the ability to maintain high profit margins will be key. ## U.S. Treasuries enter the “5-handle era” as Wall Street faces a “new normal” of high interest rates - Published: 2026-09-26T13:00:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616322 - anchor: #n3021809 - Companies mentioned: Vanguard、ニューヨーク・メロン銀行、Reuters、彭博 U.S. Treasury yields have entered the 5% range for the first time since 2007, and Wall Street is adapting to a “new normal” of high interest rates. Economic strength, budget deficits and inflation are contributing factors, with broad effects on businesses and the housing market. ## Apple renews patent licensing deal with Qualcomm；market value surges $60 billion overnight, while Qualcomm shares gain nearly 4% - Published: 2026-09-26T12:50:05+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616343 - anchor: #n3021810 - Companies mentioned: Intel、Apple、Qualcomm Apple and Qualcomm renewed their global patent licensing agreement through 2027, sending Apple’s market value up $60 billion in a single day and lifting Qualcomm shares nearly 4%. The two companies continue their long-term patent partnership even as Apple gradually adopts its own modem chips. ## Soaring memory costs account for 90% of the added cost of the iPhone 18 Pro Max！Apple’s profit margins face a downgrade - Published: 2026-09-26T12:40:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616236 - anchor: #n3021811 - Companies mentioned: Bernstein Soaring memory costs account for 90% of the added cost of the iPhone 18 Pro Max, prompting analysts to lower forecasts for Apple’s iPhone gross margin to 40.4%. The trend shows hardware cost pressures eating into the profits of tech giants. ## Anthropic loses appeal！U.S. appeals court upholds Defense Department’s “supply chain risk” designation by a 2-1 vote - Published: 2026-09-26T12:30:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616323 - anchor: #n3021812 - Companies mentioned: Anthropic、Boeing、Lockheed Martin、OpenAI、Google、Microsoft The U.S. Court of Appeals upheld, by a 2-1 vote, the U.S. Department of Defense’s designation of AI company Anthropic as a “supply chain risk.” The company’s lawsuit suffered a setback, with implications for its IPO and defense contracts. ## An alternative beyond the AI boom！Container shipping profit outlook brightens as Asian shipping stocks outperform chip stocks - Published: 2026-09-26T12:10:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6614977 - anchor: #n3021813 - Companies mentioned: TS Lines、SITC International Holdings、Mitsui OSK Lines、Nippon Yusen KK、Kawasaki Kisen Kaisha、Gersemi資産管理、Jefferies Geopolitical tensions have pushed up freight rates, and Asian shipping stocks have outperformed semiconductor stocks. They are drawing attention as a new investment option beyond AI investments. ## Surging volatility in U.S. Treasuries sets off alarm bells！BofA warns of rising deleveraging risks as yields become the market’s biggest threat - Published: 2026-09-26T12:00:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616317 - anchor: #n3021650 Michael Hartnett of a U.S. bank warned that a sharp rise in U.S. Treasury volatility is increasing the risk of financial-market deleveraging. The simultaneous surge in the MOVE index and decline in financial stocks could trigger a broad sell-off in risk assets. ## Toyota’s use of Chinese parts angers Japanese suppliers, Nikkei reports - Published: 2026-09-26T11:56:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616336 - anchor: #n3021651 - Companies mentioned: トヨタ、日経新聞 トヨタが2027年から中国で生産するLexus電動SUVに中国製部品を採用することで、日本国内サプライヤーが不満を表明。次世代EV技術の主導権争いが激化している。 ## Goldman Sachs：China to pour 8.5 trillion into AI over the next five years, triple computing capacity, and raise domestic chip share above seven-tenths - Published: 2026-09-26T11:50:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616208 - anchor: #n3021652 - Companies mentioned: アリババ、テンセント、バイドゥ、金山雲、中国移動、中国電信、中国聯通、字節跳動、DeepSeek、智譜AI、小米、美団、協創數據、潤澤科技、MiniMax、寒武紀、沐曦、海光信息、世紀互联 A Goldman Sachs report forecasts that China will invest 8.5 trillion yuan in AI from 2026 to 2030, expanding computing capacity to 81 GW and raising the domestic chip share to more than seven-tenths. The move highlights China’s strategic resolve to build AI infrastructure. ## Xi Jinping and the Trumps hold tea meeting, agree to build U.S.-China ties “based on respect, fairness and reciprocity” - Published: 2026-09-26T11:40:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616321 - anchor: #n3021653 - Companies mentioned: 中国国家主席习近平、美国总统特朗普 中国国家主席习近平 and his wife, Peng Liyuan, held a tea meeting with 美国总统特朗普 and his wife at the White House on September 25. Both sides agreed to build a constructive, strategically stable relationship based on respect, fairness and reciprocity, and achieved mutually beneficial economic and trade outcomes. ## 比爾蓋茲警告：AI強大到足以造成「10 億人死亡」 - Published: 2026-09-26T11:30:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616193 - anchor: #n3021654 - Companies mentioned: Anthropic、Google、OpenAI、Microsoft Microsoft co-founder Bill Gates warned that the misuse of AI could result in as many as 1 billion deaths. He stressed the need for legal regulation by governments, underscoring the accelerating international debate on AI safety. ## Meta faces defeat and potentially massive penalties as New Mexico seeks up to $219 billion - Published: 2026-09-26T11:20:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6616314 - anchor: #n3021655 - Companies mentioned: Cambridge Analytica、Federal Trade Commission Meta lost a trial in New Mexico and faces the risk of a fine of up to $219 billion. It is the company’s most serious legal blow since the Cambridge Analytica scandal. ## Bracing for a bond-market selloff! The “Bond Buffett” offers an investment guide for turbulent times - Published: 2026-09-26T11:10:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6615610 - anchor: #n3021656 - Companies mentioned: Oracle “Bond Buffett” Dan Fuss, nearing age 93, recommended shifting to intermediate-term U.S. Treasuries in response to a sharp rise in Treasury yields. Against a backdrop of budget deficits and geopolitical risks, he cautioned about the interest-rate risk of long-term bonds.