44 received, 44 listed, 6 sources
One place for news and notices from 2 countries/regions: Taiwan, 38 items from 5 sources; Japan, 6 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
德意志銀行 warned that global copper inventories have fallen to a record low, while large-scale stockpiling by China and the United States has sparked a scramble for copper. It estimates that prices could reach $10 per pound in the second quarter of 2027, about half above current levels.
Companies mentioned：德意志銀行、倫敦金屬交易所(LME)
NVIDIA CEO Jensen Huang said model distillation is “competition,” contradicting US Treasury Secretary Bessent’s description of it as “theft” and his threat of sanctions, highlighting a divide in US-China AI policy.
Companies mentioned：NVIDIA、Alibaba、DeepSeek、Anthropic
Taiwan stocks rose 843 points ahead of the Mid-Autumn Festival holiday, holding above the 48000-point mark. Foreign investors ended a streak of 3 consecutive selling sessions, and institutional investors are optimistic about the post-holiday market, forecasting a high of 49000 points this week.
Companies mentioned：元大投顧、永豐投顧、美光
The United States and Iran will hold renewed negotiations in New York, mediated by Qatar, and discuss a revised version of Iran’s proposed 7-day ceasefire plan. President Trump rejected the proposal but suggested that talks could continue, with ending the war and rights of passage through the strait as key issues.
漢磊(3707-TW) announced its next-generation Gen5 SiC DMOS technology platform, designed to support high-voltage fast charging for AI data centers and electric vehicles. The technology cuts conduction losses by 12% and improves efficiency by 15%, while delivering high yields and quality.
Companies mentioned：漢磊(3707-TW)
At the groundbreaking ceremony for the Minxiong Unmanned Aircraft Industry Park in Chiayi County, President Lai Ching-te said Taiwan aims to become Asia’s hub for a democratic drone supply chain. The National Chung-Shan Institute of Science and Technology has invested more than NT$1.1 billion, while the government has invested about NT$6.9 billion. The park is scheduled for completion in 2028.
Companies mentioned：中科院（中山科学研究院）
嘉晶(3016-TW) benefited from two growth drivers: power upgrades for AI servers and advanced silicon photonics epitaxy. Its shares rose 37.34% this week to a new swing high. The company said its 8-inch silicon epitaxy capacity is fully booked, its GaN business has returned to profitability, and it has secured certification for mass production of silicon photonics Ge/Si epitaxy from a major international customer.
Premier Cho Jung-tai attended the groundbreaking ceremony for the C1 section of the 高屏2快, announcing that the second expressway linking Kaohsiung and Pingtung will cut travel time from Pingtung to Zuoying HSR Station to 24 minutes once completed. He highlighted its strategic importance as an industrial, lifestyle and resilience corridor, saying it will boost the Greater South New Silicon Valley plan.
Activist fund Jana Partners is demanding that payments giant Fiserv increase its cost-cutting target by 2.5 times and adopt Palantir, pressing for management reforms amid a slump in the stock price.
Companies mentioned：Fiserv、Palantir Technologies、Mercury Systems、Fidelity National Information Services、Cooper Companies、Six Flags Entertainment
SpaceX’s Starship successfully reached orbit for the first time on its 14th test flight and deployed 26 V3 Starlink satellites. The mission marks an important step toward commercialization.
A JPMorgan trader shifted the outlook for US stocks from tactically neutral to bullish ahead of the nonfarm payrolls report, saying economic resilience and corporate earnings would sustain the rally. The trader remains optimistic about technology stocks and the AI investment theme.
Companies mentioned：JPモルガン、ブルームバーグ
Research leaders at OpenAI, Anthropic, Meta and 微软 jointly urged policymakers to review progress in automating AI research, warning that it could trigger an “intelligence explosion” and make technological development advance faster than humans can understand.
Companies mentioned：OpenAI、Anthropic、Meta、微软
SpaceX’s Starship successfully reached Earth orbit for the first time on its 14th test flight. After overcoming an engine anomaly, it began deploying V3 Starlink satellites. The flight marks an important step toward expanding the satellite network and exploring the Moon.
Companies mentioned：Eutelsat OneWeb、NASA
Russian President Vladimir Putin ordered that 88 Russian stores operated by German wholesaler Metro be placed under temporary management by a newly established company. The move follows similar measures targeting foreign companies including Nestlé and Auchan, and is seen as retaliation for military support for Ukraine. Metro’s Russian business employs about 20,000 people and is an important market for the company. The move could affect future foreign-company withdrawals and the continuation of business operations.
Companies mentioned：雀巢（ネスレ）、オーシャン（Auchan）、JSC UK Torg Rus、AO L.E.V. Menedzhment
Taiwan’s 財政部 said that if an heir pays inheritance tax upfront using personal funds and is not reimbursed by the other heirs, the payment may be considered a gift and subject to gift tax.
Companies mentioned：財政部、高雄國稅局
A ranking of the top 10 most beautiful actresses in historical costume in Chinese period dramas released from 2022 to 2026 puts Song Zu’er in first place, Liu Yifei in second and Wang Churan in third. It details each actress’s notable works, costume styles and online reception.
Shen Po-yang of the Democratic Progressive Party and Hsu Chiao-hsin of the Kuomintang clashed over a proposed amendment to make Teacher’s Day a public holiday. Shen said he had merely supported his party’s amendment, while Hsu countered that the DPP had already withdrawn the bill.
Acer marked its 50th anniversary by joining forces with Cloud Gate Dance Theatre, One Song Orchestra and Story Works to present the musical “Half a Century of Smiles,” looking back on its development. The production emphasizes that this is not one person’s story, but a chapter written by all its partners together.
Companies mentioned：友達、佳世達、緯創
Kaohsiung City Councilor Lee Ya-ching criticized lawmaker Lai Jui-lung on 928, Teachers’ Day, saying he voted against the Act Governing Memorial Days and Holidays while calling himself a “son of laborers” who supports working people. She demanded that Lai explain his position.
On Teachers’ Day, Ko Chih-en put forward seven education pledges, including increasing spending on education, science and culture, reducing class sizes and easing teachers’ administrative workload. The proposals aim to establish a system that supports frontline teachers.
During questioning of the police, fire and environmental health departments, Kaohsiung City Councilor Cheng Meng-ju urged the police department to establish guidelines for protection during hot-weather duty within 3 months. She also called on the fire department to buy more multifunctional logistics and care vehicles to better protect frontline police and firefighters from heat hazards.
The Metal Industries Research & Development Centre held a handover ceremony for its chairmanship. During her tenure, Liu Chia-ju promoted cross-sector collaboration and international links. Incoming chairman Wu Chung-chun will deepen the industry strategy and strengthen core technologies and emerging applications.
Companies mentioned：中華電信、Anduril、Parrot、Edgesource、愛知製鋼、SEMI、日立先端科技台灣、長庚體系、高醫體系、國泰綜合醫院、秀傳醫療體系、臺北市立聯合醫院
New Taipei mayoral candidate Su Chiao-hui has won support from clan associations and the arts and culture community, and is calling for unity 61 days before the election. More than 3000 people attended a Taiwanese opera performance in Sanchong, and a support association for the Chan clan was launched.
Companies mentioned：唐美雲歌仔戲團
Yunlin County magistrate candidate Chang Chia-chun and Douliu mayoral candidate Huang Yu-mei jointly opened a campaign headquarters in Douliu, with key KMT figures gathering to show unity. Chang proposed railway elevation, a small arena, an art museum and an electric vehicle industrial park to promote local development.
Companies mentioned：矽品精密
Taoyuan Deputy Mayor Su Jun-bin attended a senior citizens’ walking event during the Mid-Autumn Festival holiday and announced that next year the Senior Citizens’ Love Card will add strength-training classes and discounts on purchases at farmers’ associations, encouraging older adults to maintain exercise habits.
During the election campaign, Yang Wen-ke emphasized the Kuomintang’s unity and system, criticized those who use the blue camp label but do not support the party’s nominated candidates, and called on party members to unite and face their opponents together.
Companies mentioned：中國國民黨
U.S. President Donald Trump rejected Iran’s proposal for a 7-day ceasefire, pushing up international oil prices, while major European stock indexes ended little changed.
U.S. House Speaker Johnson said the United States needs Taiwan to remain stable and independent, and expects $40 billion in arms sales to Taiwan to be completed during Trump’s two terms.
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U.S. President Donald Trump is facing political pressure over soaring oil prices ahead of the midterm elections and said he is seriously considering banning diesel exports to stabilize fuel prices. The move could affect global energy markets.
摩根大通 analysts said that after a recent pullback in global AI-related stocks, investor positioning has improved and valuations are attractive, which could help drive a market recovery. Semiconductor stocks are the most favored.
Companies mentioned：摩根大通
Original台灣男子4x100公尺接力隊在名古屋亞運以38秒32奪銀，第三棒黃左軍賽後淚崩感謝已故母親的支持，第二棒陳玟溥帶傷出賽。
Companies mentioned：中央通訊社
Original宏碁創立50週年，於台北南港展覽館舉辦「微笑半世紀」音樂劇，台積電董事長魏哲家等科技業大老出席力挺，展現跨界合作與品牌歷史。
Companies mentioned：台積電、緯創、友達、佳世達、華碩、和碩、緯穎
Original台灣男子4x100公尺接力隊在名古屋亞運以38秒32奪銀，楊俊瀚表示可惜，已準備好金牌感言。
MIRAIE Gymnastics Club will revise its monthly fees by approximately 10% starting in November 2026. The move responds to rising operating costs and aims to maintain and improve its coaching environment and service quality.
MIRAIE Gymnastics Club is holding an acrobatics trial campaign to mark six months since opening its Matsusaka class. Trial fees are waived through the end of October 2026.
A memorial performance planned by Tokachi Hanako’s daughter, Tokachi Reiko, was held in Odaiba, Tokyo, to mark 10 years since Hanako’s death. Featuring Japanese performing arts such as rakugo and rokyoku, the event remembered the deceased with laughter and tears and moved many attendees.
Companies mentioned：株式会社AI
SAVOIR, a consulting firm serving government agencies, will reopen “すごもみ Hanare 武蔵小杉 with 和暖 wanon” on September 29, 2026, as a combined salon offering massage and moxibustion steam treatments. Its wellness business has expanded to 5 locations, drawing attention to its distinctive “hands-on consulting” model.
Yuya Takano, a brand consultant at 株式会社揚羽, will speak at an online seminar hosted by 株式会社ファン・マーケティング. The seminar will cover the risk of brand damage as generative AI becomes more widespread and ways to use AI without undermining trust.
Companies mentioned：株式会社ファン・マーケティング
Marugame Seimen will offer “Meat and Spicy Mixed Udon,” a new product co-developed with Matsuoka Masahiro, for a limited time starting October 6, 2026. Its first mixed udon features rich toppings and a bold hit of garlic. A new TV commercial will also begin airing on October 4.
Companies mentioned：株式会社MMsun
仲恩生醫 (7729) announced that its new drug Stemchymal has officially obtained Japan’s “Manufacturing and Marketing License for Regenerative Medicine Products (MAH).” The news was announced by General Manager Ke Jing-huai on 115/09/26.
Facts
Companies mentioned：仲恩生醫、環球生技月刊
霈方 sold 25 lots of 台積電 shares on 115年9月23日, posting a profit of about NT$20.35 million. It also announced that its cumulative sales of marketable securities over the past year had reached the disclosure threshold.
Companies mentioned：霈方、台積電
Original保瑞(6472)公告其重要子公司保盛藥業處分桃園市中壢區不動產，預計產生合併稅前獲利1.14億元。
Facts
Companies mentioned：保瑞、保盛藥業股份有限公司
September 29 is World Heart Day. Citing Edward Bulwer-Lytton, the article emphasizes that a kind heart is worth more than intelligence and talent. Research shows that regularly climbing 5 to 6 flights of stairs a day can improve cardiorespiratory endurance and reduce the risk of cardiovascular death by 39%.
Facts