129 received, 129 listed, 6 sources ・ Page 1 of 2
One place for news and notices from 2 countries/regions: Japan, 73 items from 2 sources; Taiwan, 56 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
株式会社AKI Works has launched “うちの子と、これからも,” an information site for older pets and their owners, and released the free “高齢ペット安心ガイド” guidebook. It provides comprehensive information on emergencies, end-of-life care and pet loss.
ネッツトヨタ愛媛 has introduced the “MYPLATE for office” cafeteria service at all 14 locations. In a survey conducted 3 months after its launch, 52% said they had more lunch options. The company also developed original gelato using Ehime-grown kiwifruit and strawberries.
Companies mentioned：ネッツトヨタ愛媛株式会社
KULABO (株式会社sumarch) announced that it has surpassed 3,000 renovation projects. Its strengths include full renovations of pre-owned homes and flexible home design tailored to individual lifestyles. The company has also received numerous awards and media coverage.
Students from 飛鳥未来きぼう高校 took part in a project in Sumida Ward, creating an embroidered tapestry with local elementary school students and students from Taiwan. The finished work will be exhibited at the すみだ五彩の芸術祭, and a report session will be held Oct. 9.
Companies mentioned：UDCすみだ、飛鳥未来きぼう高校
Exa Enterprise AI has begun offering Anthropic’s latest model, Claude Opus 5.5, through エクサベースAI. The model features improved performance at lower cost.
Facts
Companies mentioned：Anthropic
Mushroom合同会社 and エール株式会社 will hold “WOMEN'S LIFE 360,” a public-private partnership event, on Oct. 8, 2026, under the auspices of the Tokyo Metropolitan Government. The event will discuss measures to support women’s participation and advancement from 3 perspectives: work, family and career.
Companies mentioned：エール株式会社、ニトリホールディングス、テレビ朝日、東京都産業労働局
株式会社シェ・ナカツカ will open a new bakery, “BAKERY mugii,” in Minoh, Osaka Prefecture, on Oct. 2, 2026. It will offer about 60 varieties of bread made with 100% domestically grown wheat. Highlights include cream buns drawing on the confectionery shop’s expertise and savory breads developed in collaboration with an Italian restaurant.
Companies mentioned：グランデチッタ
Online one-to-one tutoring school Soleado will launch its “Fractions and Ratios Mastery Course” for 5th graders in November 2026. The intensive short course consists of 12 sessions and uses its own problem-solving rules to thoroughly cover fractions and ratios, key topics in junior high school entrance exam math, helping students address weak points before advancing to 6th grade.
Companies mentioned：株式会社SUN
ストアレコード株式会社 has launched “ストアレコードコネクト,” a new service specializing in data acquisition and formatting for retail and e-commerce businesses. Designed for companies with an existing data warehouse (DWH), the service collects and formats data from major marketplaces, shopping carts and advertising platforms, then connects it directly to the company’s existing infrastructure.
Companies mentioned：BigQuery、Snowflake、AWS、DOMO、Databricks、ZOZOTOWN、楽天市場、Amazon、Shopify、futureshop、makeshop byGMO、ecforce、Eストアー ショップサーブ、ecbeing、F.ACE、cago cloud、ネクストエンジン、LOGILESS、BOSS、コマースロボ、CROSS MALL、zaico、スマレジ、TenpoVisor、Google、Meta、Amazon Ads
“World Food Day” Month 2026 will run from Oct. 1 to 31, 2026. During this 1-month period, participants will reflect on hunger and food issues and take action. A total of 45 organizations, including NGOs, businesses and government agencies, will take part in exhibitions, events and food waste reduction initiatives.
Companies mentioned：電通ノーペコ ラボ、ハウス食品株式会社、ユナイテッドピープル株式会社、認定NPO法人ビッグイシュー日本、明治学院大学
株式会社Lentrance has announced the “Digital Learning Infrastructure Initiative” with 東京書籍, 光村図書出版 and 増進会ホールディングス, aiming to ease the burden on educators and create a sustainable digital learning environment. The initiative will standardize infrastructure for shared areas and provide it as an open platform.
Companies mentioned：東京書籍株式会社、光村図書出版株式会社、株式会社増進会ホールディングス
iHistory Inc. has created 2 digital maps for Kameoka, Kyoto Prefecture, and released them in conjunction with the National Urban Greenery Fair. The maps feature 27 businesses run by people who moved to the area and 46 restaurants near the station, with the aim of revitalizing the community.
WHITE株式会社 held a special class at 神奈川工業高校 on generative AI and Vibe Coding. About 70 students developed a waste-sorting app addressing a local issue, and 94% said generative AI was a learning partner.
一般社団法人いびき無呼吸改善協会 has released the results of a survey on sleep apnea testing and medical visits. It found that more than 40% suspect they may have sleep apnea but have not taken action, with lack of information identified as the main barrier.
ダイナミックマッププラットフォーム will exhibit at Global Startup EXPO 2026, to be held in Osaka in October 2026, showcasing AI data provision and information-linkage solutions using high-precision 3D data.
アイブリッジ株式会社 will hold a seminar with 株式会社ブランド総合研究所 on Oct. 15, 2026, to provide an early look at the results of the “Regional Brand Survey 2026.” The seminar will explain data not released on television and rankings of cities, wards, towns and villages, offering the latest shifts in evaluations to people involved in regional brand strategies.
Companies mentioned：株式会社ブランド総合研究所
TAC株式会社 will hold an online seminar for USCPA (U.S. Certified Public Accountant) beginners on Sept. 30, 2026. It will introduce the appeal of the USCPA qualification, which is attracting attention as a way to develop accounting and English skills, as well as the exam system and TAC’s preparation courses. Participants will receive benefits including a waived enrollment fee and a discount on course fees.
Companies mentioned：TAC株式会社
Fish wholesaler Haritaya has taken over the Eishin Maru, one of the last 3 vessels and a crab-pot fishing boat, in Uozu, the birthplace of crab-pot fishing, and is selling red snow crabs at a limited-time price. A campaign offering dried fish to purchasers will run from Oct. 1 through 21.
Companies mentioned：有限会社小森漁業
Originalムーンムーン株式会社が実施した調査で、秋分以降、約4割が朝起きにくくなり、半数以上が朝の光を十分に浴びていないことが判明。体内時計と光の関係への認識不足が明らかになった。
Aichi Prefecture custom-home brand HOLIDAYS has revamped its dedicated site for two-generation homes. In response to changing attitudes that emphasize mutual support over simply living together, it offers 3 types: cohabitation, semi-independent living and independent living.
Companies mentioned：株式会社LIXIL住宅研究所
株式会社イーストン will hold the limited-time “Autumn Harvest Festival” at all 14 locations of Yakitori Dining “Itadaki Kokkocchan” from Oct. 1 to Nov. 30, 2026. The event will feature 6 dishes, including kamameshi and grilled skewers made with autumn ingredients, as part of a plan to enjoy the long autumn evenings.
Companies mentioned：株式会社イーストン
“Yanmen,” supervised by Michelin 一-star chef Koji Morizumi, will open for a limited time from Oct. 1, 2026, to Jan. 31, 2027, as the second installment of “POPUP Ramen” in the food court at Urban Dock LaLaport Toyosu, developed by Mitsui Fudosan. The special venue marks 30 years of Morizumi’s career as a ramen chef, revives the name used when he first opened, and will serve exclusive offerings such as special soy sauce ramen and charred green onion soy sauce ramen.
Companies mentioned：三井不動産株式会社、ラーメンデータバンク
株式会社Viral Works has added a community feature to the browser version of its values-based dating app “KinKoi - 筋恋 -.” Users can connect with others through exercise and daily habits by applying to activities that interest them or creating their own communities.
The Itoshima City Fire Department in Fukuoka Prefecture introduced the “REGIS” digital transformation app for volunteer firefighters and achieved an 80% adoption rate. It dramatically reduced the headquarters’ administrative and communications workloads while also enabling water-source inspection data to be visualized and disaster alerts to be sent more quickly.
Companies mentioned：九州大学
くまひこ電子 will begin selling the beta version of “AIR Battler,” a screenless, matchbox-sized game device, on Oct. 15, 2026. Monsters gather from nearby Wi-Fi signals, and automatic battles take place when users pass one another. Development was handled almost entirely by Sho Saito, representative of Otokoro.com.
Companies mentioned：オトコロドットコム株式会社、くまひこ電子、BASE
株式会社polisee announced that it will exhibit “polisee,” an AI-powered policy intelligence platform, at the Next Generation Park at CEATEC 2026. The company visualizes the policy-making lifecycle and supports corporate management decisions and risk management. CEO Kyoichiro Suzuki will also give a presentation.
Companies mentioned：株式会社polisee、一般社団法人電子情報技術産業協会（JEITA）
“Knowledge Typing,” operated by Knowledge Programming School, held the 4th National Elementary School Typing Contest in Aug. 2026, with 335 students who achieved a perfect score receiving excellence awards. More than 90% of participating classes said the contest gave students a goal for typing practice, helping boost their motivation to practice.
Sakai Chemical Industry and the University of Fukui covered a snow mound of about 360 m³, built in Mar. 2026, with a “Yukimuro Sheet” and confirmed that about 80 m³ of snow remained as of July. Although the initial amount of snow was lower than the previous year, the amount remaining exceeded the previous year’s, demonstrating the growing practicality of outdoor snow storage.
Companies mentioned：国立大学法人福井大学
Sotas Co., Ltd.’s “Sotas Chemical Survey” has received CMP application certification. It is the first certification for a startup and the 2nd such certification, and supports the sharing of chemical substance information throughout the supply chain.
Companies mentioned：CMPコンソーシアム、NEDO
有限会社アイズ will hold a “Korean Fair” starting Oct. 1, 2026, as a collaboration between its “Niko Niko Gyoza” and Korean restaurant 梨泰院三河安城店. The fall-limited menu will feature 7 dishes, including cheese dak-galbi gyoza and green chili gyoza, combining the strengths of both brands.
Companies mentioned：有限会社アイズ、梨泰院三河安城店
Kashiba City visited the Oneness Foundation as it works toward enacting a rehabilitation and welfare ordinance, touring its facilities and exchanging views on collaboration with related organizations. The foundation is a specialist rehabilitation support organization that has been active since 2005; the visit was made at the mayor’s direction.
株式会社refactory has opened applications for donations of wildlife damage prevention supplies to municipalities, schools and community groups nationwide, following its donation of bear bells to Odate City, Akita Prefecture.
Original株式会社Cone運営のBtoB比較サイト「slide lib」が、AI Search Cited Award 2026下期でマーケティング・Web支援部門総合1位を獲得。7部門・13カテゴリでトップ10入りし、AI検索での引用が増加している。
Companies mentioned：株式会社Cone、株式会社Wanokuni
Nippon Materials Research has begun selling a highly conductive CNT/PANI dispersion that uses conductive polymer PANI as a dispersant. It combines high conductivity of about 1,200 S/cm with good dispersibility and is expected to be used in applications such as electromagnetic shielding and conductive inks.
Nihon Keiei held 2 luncheon seminars at the 67th All Japan Hospital Academic Conference on AI-powered hospital management support and digital transformation in practice. The fully booked seminars for 400 attendees covered the innovation of Libra × AI and back-office digitalization.
Companies mentioned：株式会社オービックビジネスコンサルタント、社会医療法人仁生会 細木病院、社会医療法人財団 董仙会 恵寿総合病院、医療法人社団東光会 戸田中央総合病院
株式会社アイシス announced that it will update the AI-powered interview video analysis feature in “Rakurut,” its recruitment management system specializing in LINE, on Sept. 29, 2026. The update will add a feature for linking and organizing interview content with information fields on the applicant management screen, as well as a feature that lets users customize templates for instructions (prompts) to the AI.
シーオス株式会社 will hold a seminar on Oct. 27, 2026, on creating a workplace that people choose, even amid labor shortages. It will present a case study in which integrated design for construction, facilities and robotics reduced capital investment by approximately 20%.
Quick Co., Ltd.-operated career service AndPro has released a survey on salary changes when changing jobs in the construction industry. The average annual salary for hires in FY2025 was ¥6.401 million, up ¥640,000 over 3 years. Against a backdrop of labor shortages and the 2024 problem, compensation is improving across the industry.
Spready Inc. launched “NEXT Innovation Base,” a practical media platform for new businesses and open innovation, on September 29, 2026. The company’s research shows that corporate initiatives for new businesses are shifting toward talent development, while a lack of practical knowledge remains an issue. The media platform offers more than 200 free articles across 10 themes.
FoodFes Inc. will hold “National Specialty Food Stall Village” at the Takamatsu Symbol Tower Multipurpose Plaza on September 30 and October 1, 2026. This mobile event brings together specialty foods from across Japan and recreates the culture of food stalls for the modern day. Admission is free, and visitors can enjoy it with family and friends.
AKA has launched EOS, a Sales Knowledge Engine that verifies the accuracy of sales representatives' product knowledge against official documents, with availability on AWS Marketplace. The tool generates targeted quizzes to correct misinformation and is available in Japanese, English, and Korean.
Companies mentioned：Amazon Web Services (AWS)
Komono Town is recruiting fixed-term staff (general administration) to cover childcare leave. The hiring examination consists of a first and second stage, and the term is up to 3 years and 2 months. Applicants must have academic ability equivalent to a high school graduate and Japanese nationality.
“Tanaka’s Vacation Rental Investment,” operated by 株式会社ファイナンスアイ, will hold a free online seminar on “Monetized Vacation Rental M&A” on October 3, 2026. Amid rising interest rates and the challenges facing real estate investment, the seminar will explain the appeal of vacation rental investment as a way to increase monthly cash income and compare it with NISA and side jobs.
Companies mentioned：株式会社ファイナンスアイ
MFS launched the “Mogecheck” app for ChatGPT on September 29, 2026. Users can compare mortgages based on the latest interest rates and run repayment simulations within conversations with ChatGPT. It is Japan’s first ChatGPT app offering mortgage comparisons.
Facts
Sukedachi Co., Ltd. announced that it will sponsor “Designship 2026,” one of Japan’s largest design conferences, as a gold sponsor when it takes place in October 2026, with a booth and a session presentation. The company aims to share the initiatives of design teams in the construction industry and contribute to the development of the design industry as a whole.
Companies mentioned：一般社団法人デザインシップ
JAM HOME MADE and ヒキダシ have collaborated on the 3rd Kinnikuman silver jewelry collection, including rings featuring Robin Mask and Warsman’s face, and re-releasing ver2.0 versions of Kinnikuman and Akuma Shogun. Preorders begin on September 29, 2026 (Meat Day).
Companies mentioned：株式会社ヒキダシ
AIGoods Inc. announced that it will begin selling the commercial compact cleaning robot “RACLEBO mini” in October 2026. Its features include a compact design and powerful wet cleaning with a roller mop, and it is expected to be adopted at hotels, cafes, nursing care facilities, and other locations.
ZETA Inc. announced that “ZETA VOICE,” a review, feedback, and Q&A engine, has been introduced to “WEGO ONLINE STORE,” the official online store operated by 株式会社ウィゴー. This is expected to improve the shopping experience by allowing users to explore customer feedback from multiple perspectives.
Companies mentioned：株式会社ウィゴー
Agaroot Academy has released advanced comprehensive lectures and an advanced curriculum for those aiming to pass the Land and House Investigator Examination in 2027. Focused on practical exercises, the program strengthens preparation for calculations and drafting in written exams and also provides support such as a virtual campus.
Agaroot Academy has released intermediate/advanced comprehensive lectures and a curriculum for the Land and House Investigator Examination, for those aiming to pass in 2027. The program helps candidates with prior exam experience organize their knowledge efficiently and aim for success.
A 3rd printing has been confirmed for Ao Tanaka’s nonfiction book “Coach, Become a God: Ikeda High School and the Clash of Memories,” following a strong response to reviews. The book probes the mystery surrounding coach Fumiya Tsuta and has attracted attention from media outlets across a range of fields.
Companies mentioned：文藝春秋
Canon Marketing Japan Group will begin airing new corporate commercials featuring Kento Kaku and Wakana Matsumoto on September 29, 2026: “Imaging × AI: Eizo” and “Security That Stands by You.” Under the theme “A company creating an incredibly exciting future,” the commercials highlight efforts to address social issues through imaging × AI and security solutions.
The MOOK “Cafes in Notable Architecture and Garden Restaurants: Kansai Edition,” which introduces cafes and restaurants set in notable buildings and gardens across Kansai, will be released on September 29, 2026. Across 100 pages, it features places to enjoy meals and sweets in distinctive settings, including historic buildings and renovated architecture.
Companies mentioned：株式会社パイ インターナショナル
A court has ruled for the first time that a law is unconstitutional in a case supported by LEDGE. The Tokyo District Court found unconstitutional the Public Offices Election Act provision that imposes a blanket ban on election campaigning by people under 18. The landmark ruling recognizes young people’s freedom of political expression.
As the 3rd collaboration between JAM HOME MADE and Kinnikuman, 4 types of silver rings will go on sale. Reservations open on Sept. 29, 2026, at the official Kinnikuman online store.
Companies mentioned：株式会社JAM HOME MADE
Original株式会社ディーモは、リーガルテックサービス「Deemó LegalBase＋」に新プラン「オンボーディング支援プラン」と「契約書のデータ化代行プラン」を追加した。導入ハードルと現場の壁を解消し、法務DXを支援する。
Companies mentioned：株式会社アシロ
株式会社BOD has released “Case Studies 2026” for free, compiling transformation stories from 12 companies that have reduced reliance on individual employees and focused on core operations in HR, labor administration and IT departments. The publication features specific improvement results across a range of industries, including manufacturing, apparel, IT, logistics and publishing, helping address back-office challenges.
Companies mentioned：マネーフォワード、KING OF TIME、jinjer
CAMSHOP.JP is displaying and selling AUTOart’s 1/18-scale AE86 model from “Initial D” at Asakusa ROX. The model commemorates the series’ 30th anniversary and features finely detailed construction and opening mechanisms.
Companies mentioned：株式会社フェイス、AUTOart
合同会社ICHI will begin selling earrings and bracelets featuring sukajan-style embroidery online and at its physical store in Yokosuka on Sept. 29, 2026. The 2nd installment in the series brings the souvenir culture of Yokosuka, the birthplace of the sukajan jacket, to a contemporary audience.
Companies mentioned：合同会社ICHI、株式会社Macmillan
Design hotel “mont” in Nozawa Onsen Village, Nagano Prefecture, will host an “Autumn Farm Retreat” from Nov. 7 to 8, 2026. Participants will enjoy nature and food through activities including harvesting sweet potatoes planted in spring, wood-fired cooking, hot springs and yoga.
Companies mentioned：カリースパイス山路
The Sapporo Shinoro restaurant of “七輪焼肉 安安,” operated by 株式会社富士達, will grand open on Oct. 1, 2026, and hold a limited-time opening sale through Oct. 31. Featured menu items and drinks will be offered at special prices.
Companies mentioned：株式会社富士達
Woodstock株式会社 has significantly upgraded the chart features of its U.S. stock investment app “Woodstock,” adding visualization of unfilled limit orders and the MACD indicator. This enables users to conduct more advanced technical analysis and manage orders more effectively.
Companies mentioned：AlpacaJapan株式会社
双日テックイノベーション株式会社 announced that it will begin selling “Natic CoreBridge AI for GRANDIT,” a new product that connects the domestically developed ERP “GRANDIT” with AI agents, on April 1, 2027. The product addresses needs for data utilization and business process automation.
Companies mentioned：インフォコム株式会社、双日テックイノベーション株式会社、独立行政法人情報処理推進機構（IPA）
アンドドット provided インフォマート with AI development training for engineers using Dify, as well as training for non-engineers using Google Workspace and generative AI. The initiative aims to reduce reliance on individual employees for AI use and promote AX across the organization.
Companies mentioned：株式会社インフォマート
Athlete Japan株式会社 announced that it is stepping up its “high-trust recruitment branding support” for small and medium-sized businesses, leveraging the image rights of elite athletes in anticipation of the sharp decline in the working-age population resulting from the 2030 problem. With a flat monthly fee starting at 300,000 yen, the service draws on the credibility of well-known athletes such as Daisuke Ohata for recruitment activities and aims to attract Generation Z through CSR initiatives.
ジェイフロンティア has added Rakuten ID login and membership registration to its online medical consultation app “SOKUYAKU” and begun awarding Rakuten Points. The partnership with Rakuten will accelerate new member acquisition.
Companies mentioned：楽天グループ株式会社
株式会社Mind One has officially launched “Writer's Cafeterrace,” an online salon for intermediate-level writers. Combining practical courses led by veteran editors with a community environment, it provides ongoing support for writers’ skill development. A 2-month free campaign is running through Oct. 31, 2026.
Earth Cardboard has launched a free shipping campaign on its official online store. It runs from Sept. 29 to Oct. 14, 2026. Orders of 1,000 yen or more qualify; this is the first time the campaign has been held in 1 year.
“燕频道,” a TikTok livestream shopping channel operated by S Holdings, sold more than 900 units of the spot-use beauty serum “CONC リンクル インジェクション Gen2” by 优衣库（ユーグレナ） when it went on sale on Sept. 18, 2026. The products sold out in about 10 minutes, demonstrating the strong sales power of live commerce.
Companies mentioned：株式会社ユーグレナ
株式会社秀和システム新社 will publish “Key Terms for the National Qualification Japanese Language Teacher Examination” on Sept. 30, 2026. The book covers 5 exam fields and 225 terms and includes 100 practice questions. Its distinctive format uses real-world stories to help readers gain practical knowledge.
Gold plunged nearly 4% to a seven-week low as soaring oil prices fueled inflation and rate-hike expectations. Rising Treasury yields and a stronger dollar deepened the decline. Markets are watching this week’s economic data and Federal Reserve policy signals.
Companies mentioned：American Gold Exchange、CME Group、克里夫蘭聯準銀行
Florida Attorney General James Uthmeier asked the court for a temporary injunction barring OpenAI from developing new AI models without independent safety oversight and restricting minors’ use of ChatGPT. The move follows Florida’s lawsuit against OpenAI in June, in which it accused the company of violating the Deceptive and Unfair Trade Practices Act. The court has yet to rule.
Facts
Companies mentioned：OpenAI、Anthropic、Hugging Face
Solidigm, the U.S. subsidiary of SK海力士, plans to pursue a U.S. IPO as soon as 2027, targeting a valuation of $150 billion and a $15 billion raise. It could become the largest semiconductor IPO in U.S. history. The move has raised concerns about the dilution of SK海力士 shareholders’ interests, sending its stock lower.
Companies mentioned：SK海力士、SK Square、SK Inc.、CoreWeave、Vast Data、Dell、騰訊、英特爾、Arm、Cerebras Systems、Fibonacci資產管理公司、未來資產證券
Original三星電子已與多家大型資料中心客戶簽訂長期供應協議，鎖定約70%記憶體產能至2031年，部分客戶甚至提出10年合約需求，顯示AI記憶體需求強勁，市場對記憶體產業前景轉趨樂觀。
Companies mentioned：三星電子、大信證券
Investor Michael Burry has converted his short positions in AI-related stocks into put options, saying the AI bubble could burst sooner than expected. Citing research by Ares Management, he said the AI industry relies heavily on unproven revenue and has unstable financing structures. The move signals his growing pessimism about the AI trade.
Companies mentioned：美光、Nebius、iShares Semiconductor ETF、Palantir、Ares Management、Acer
Original高盛集團合夥人Mark Wilson表示，全球股市年底前可能迎來更明確的上行機會，投資人無需等待美國期中選舉結束即可增加風險資產配置。AI帶動的FOMO情緒升溫，加上經濟朝「金髮女孩」情境發展，可能點燃美股年末行情。
Companies mentioned：高盛集團、Meta
U.S. Treasuries are facing a historic selloff, with the 10-year yield climbing to its highest level since 2002. The main driver is rising oil prices after Trump rejected Iran’s ceasefire proposal, fueling inflation concerns and expectations of Federal Reserve rate hikes.
Companies mentioned：Principal Asset Management、Bespoke Investment Group
Bank of America chief strategist Michael Hartnett warned that U.S. stocks could face a sharp drop in risk appetite and deleveraging pressure if the MOVE index rises above 125 and the iShares Global Financials ETF (IXG) falls below $125. Bond market volatility has recently intensified, with the MOVE index surging 33% in 2 days and the 10-year Treasury yield climbing to a 19-year high.
Companies mentioned：美國銀行、iShares
Nvidia announced it would increase its share repurchase program by $150 billion, bringing the total to $235 billion and reflecting its dominance in the AI economy and strong cash flow. The move is seen as a signal that its shares are undervalued, and the program surpasses Apple’s to become the largest buyback in U.S. history.
Companies mentioned：微軟、Meta Platforms、台積電、Alphabet、亞馬遜、SpaceX、瑞銀、Melius Research、Bokeh Capital Partners、Advisors Capital Management
China is expanding restrictions on AI talent traveling abroad, bringing family members (spouses and children) of some top AI and chip talent at private companies under an exit-approval process. Prior approval is required even for short trips abroad. The move reflects Beijing’s efforts to prevent technology and talent from flowing to the U.S., and has drawn further attention after Meta’s acquisition of Manus.
Companies mentioned：阿里巴巴、DeepSeek、Meta、Manus、Moonshot、KAIST
Original美國期中選舉將至，但衍生性商品市場顯示交易員預期波動有限。VIX遠期曲線低於歷次選前，標普500指數選擇權定價顯示選後預期波幅僅0.8%。摩根大通策略師指出，選後國會可能分治，對總體經濟影響有限。
Companies mentioned：摩根大通
Veteran market strategist Jim Paulsen warned that tightening financial conditions in the U.S. could leave the traditional stock market strong season (November through April of the following year) weaker than expected. His proprietary financial conditions gauge shows that current tightness is in the most restrictive quarter of readings since 1970, while the historical average annualized return was just 4.79%.
The dollar index was flat at 101.19 as the U.S.-Iran impasse lifted oil prices and Treasury yields. Markets are watching upcoming PCE and nonfarm payrolls data.
Companies mentioned：Bannockburn Forex
International oil prices surged at one point after Trump rejected Iran’s peace proposal, but pared gains as markets expected diplomatic talks could continue. Brent crude settled up 0.9% at $105.28 a barrel, while WTI rose 0.2% to $92.60. Middle East exports have recovered but remain below prewar levels, while tight diesel supplies have become a new focus.
Companies mentioned：サウジアラムコ、UBS、ゴールドマン・サックス、Kpler
The 10-year bond yield topped 5.2%, sending major indexes lower across the board. Tensions in the Middle East and rising interest rates weighed on investor sentiment.
Companies mentioned：Meta、Apple、Alphabet、Microsoft、Amazon、AMD、Broadcom、NVIDIA、Applied Materials、Qualcomm、Micron Technology、Western Digital、SanDisk、Seagate Technology、SK hynix、TSMC、ASE Technology Holding、UMC、Chunghwa Telecom、Boeing、MongoDB、World Labs
Iran’s Supreme Leader Mojtaba claimed Iran had pushed its adversaries from the Strait of Hormuz into the Arabian Sea, and called Iran “the world’s strongest nation.” U.S. President Trump said he would continue negotiations with Iran, while also claiming the U.S. would win the war “soon.” As both sides maintain hard-line rhetoric, diplomatic contacts between the U.S. and Iran continue.
Trading resumed around the 48,000-point level in Taiwan's stock market after the Mid-Autumn Festival holiday. 世界先進's 8-inch production capacity is fully saturated due to AI demand. NXP announced the opening of VSMC's 12-inch fab.
Companies mentioned：世界先進、VSMC、NXP、漢翔、友達、力積電
Global bond markets are repricing normal interest rates as energy shocks, AI investment and robust economic growth push up inflation expectations. Markets have ruled out rate cuts before 2028, while rising long-term yields are being driven mainly by term premiums.
Companies mentioned：Fed、亞特蘭大聯儲
Original中國海外發展獲推薦買入，目標價14.20港元。港股周一表現分化，恒指升0.5%，內房股有轉勢跡象，電力、物管及煤炭股上升。中美貿易關係出現緩和，雙方同意對等降稅。
Companies mentioned：中國海外發展、吉利汽車、華潤電力、中石油、中國神華、龍湖集團、華潤置地、華潤萬象生活、華潤啤酒、農夫山泉、蒙牛乳業、中信股份、中國電信、工商銀行、中銀香港、建設銀行、中國銀行、中海油、中國移動、華虹宏力、聯想、舜宇光學、信達生物、老鋪黃金、紫金礦業、中國人壽、快手、網易、嗶哩嗶哩、騰訊音樂、海爾智家、地平線機器人、攜程、蔚來、理想汽車、京東健康、天數智芯、Minimax、中芯國際、商湯、智譜、山東黃金、招金礦業、瑞聲科技、華能國際、綠城中國、中海物業、中煤能源、騰訊、盈富基金、恒生國指、建滔積層板
The Washington summit between Trump and Xi Jinping looked impressive on the surface, but made little substantive progress. The sides only agreed to lower some tariffs, without setting a timetable. Analysts said China scored a public relations win and U.S.-China relations had entered a managed stalemate.
Former judge Chang Yao-yu wrote that the Trump-Xi meeting showed that channels for dialogue remain open amid U.S.-China competition. Taiwan’s Lai administration should consider its own room to maneuver, he said, urging the government to abide by the constitutional framework and balance defense with cross-strait dialogue. He also questioned the legality of wartime backup-facility locations and the protection of civilians.
After the Trump-Xi meeting, Taiwan has lost its strategic role in a new phase of U.S.-China relations. The Lai administration remains in denial, leaving Taiwan exposed on 3 major vulnerabilities: Taiwan independence, arms purchases and technology.
Companies mentioned：台積電
President Lai Ching-te is accused of creating a “constitutional monster with 7 powers combined.” The Executive Yuan has blocked legislation passed by the legislature by refusing to countersign it, and has not nominated justices for a third time, restricting the functions of the Constitutional Court. The article urges the public to be alert to the risks of concentrated power and constitutional imbalance.
Two Taiwanese scholars urge leaders on both sides of the Taiwan Strait to “prepare for peace” as well as prepare for war by establishing an ethical compact that puts life first, restarting crisis-management mechanisms and promoting economic integration to prevent war. Against the backdrop of the 2026 U.S.-China leaders' meeting, the article stresses that war is a man-made disaster, not an inevitability.
A poll hosted by Dai Li-an was questioned over the partisan makeup of its sample. His response, “ignorance,” sparked controversy. Author Wang Chih-hsiung criticizes Taiwanese polling for becoming a political tool and calls on intellectuals to show integrity.
Companies mentioned：山水民調、信民協會
This article ranks the top 10 most handsome male actors in recent Chinese period dramas. Luo Yunxi was named No. 1, with Xiao Zhan, Zhang Linghe, Wang Hedi and Tan Jianci also ranking near the top. It discusses each actor's notable works and the appeal of their roles.
National Tsing Hua University President Kao Wei-yuan sparked controversy by taking part in the selection process for a U.S. university president. He publicly apologized and donated one month's salary. Academia Sinica Academician Liang Geng-yi and others launched a petition calling for his resignation, prompting discussion of Taiwan's education problems and the responsibilities of academia.
Companies mentioned：國立清華大學、中央研究院
Original9月29日連假後首日，嘉義市10月起擴大65歲以上長者健保補助，高雄重陽敬老金10月2日入帳；立法院開議進行監察院人事同意權投票；台灣亞運接力隊破全國紀錄摘銀；無人機產業園區動土，總統籲支持追加預算。
Companies mentioned：中科院、嘉義市政府、高雄市政府、立法院、監察院
The second “Trump-Xi meeting” between the leaders of the United States and China takes place in Washington, with both sides focused on reducing the risk of conflict and maintaining strategic stability. The author argues that Taiwan should adopt the moderate, pragmatic “Cheng Li-wun approach,” using cross-strait dialogue and political trust to reduce miscalculation and avoid becoming a flashpoint in U.S.-China rivalry.
Companies mentioned：卡內基國際和平基金會、美國外交關係協會
Columnist Gongsun Ce explores, around Teachers' Day, how Confucius might use AI in the modern era to tailor teaching to individual students. Using AI to organize historical accounts of interactions between Confucius and his disciples, the column reflects on the role and value of educators in the age of AI.