AI News 180m Report

2026-09-29 12:00–15:00 JST

889 received, 889 listed, 7 sources ・ Page 9 of 9

One place for news and notices from 2 countries/regions: Japan, 727 items from 2 sources; Taiwan, 162 items from 5 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(60)

World debate》Did Xi Jinping's “Mao suit” reveal a hidden message? Chaotic arrangements and poor communication made the Trump-Xi summit seem harmonious on the surface, but deep divisions remained!

Published ・ Source Taiwan | 風傳媒

Trump hosted a candlelit state dinner for Xi Jinping, but the event was marred by chaotic arrangements and poor communication. Four Chinese business leaders pulled out at the last minute, while Xi's choice to wear a Mao suit to the dinner prompted speculation.

Facts

  • Trump specially arranged a candlelit state dinner last Thursday to welcome Xi Jinping.
  • Arrangements for the Trump-Xi summit were chaotic, and the sides experienced poor communication.
  • China had initially agreed to send four business leaders, but they were unable to attend at the last minute.
  • The Mao suit, a high-collared jacket, has long been associated with the authority of the Communist Party.

Will you know if your company underpays your 6% pension contribution? Here's how to check your pension account—even 1 month of missed payments will show up

Published ・ Source Taiwan | 風傳媒

This article explains that under Taiwan's new labor pension system, employers must contribute at least 6% of a worker's monthly wage to the worker's individual account each month. Workers can check their accounts through the Bureau of Labor Insurance website, ATMs or in person. The bureau says pension contributions for each month generally appear after about 3 months, so not seeing a recent payment does not mean the company failed to pay. If there is still no record after more than 3 months, or the amount is incorrect, workers can file a complaint with their company or the bureau.

Facts

  • Employers must contribute at least 6% of a worker's monthly wages to the worker's individual pension account each month.
  • Pension contributions for each month generally take about 3 months to appear.
  • Employers must contribute to workers' pensions separately from the wages originally agreed upon by both parties.
  • Workers can check their individual labor pension account information through the Bureau of Labor Insurance website.
  • The Bureau of Labor Insurance sends employers a payment bill for the current month's pension contributions by the 25th of the following month, and employers must pay by the end of the month after that.
  • The actual labor pension contribution cannot be calculated simply by multiplying monthly wages by 6%. Employers should report the monthly contribution wage according to the “Monthly Contribution Wage Classification Table for Labor Pensions.”
  • If a worker's wages are adjusted between February and July of a given year, the employer must notify the Bureau of Labor Insurance by the end of August that year at the latest. If wages are adjusted between August and January of the following year, the employer must notify the bureau by the end of February of the following year at the latest.
  • Employers who fail to make pension contributions on time or in full are subject to late fees under the law. If an employer fails to pay overdue pension contributions by the deadline set by the Bureau of Labor Insurance, the case may be referred for administrative enforcement under the law.

Companies mentioned:勞動部勞工保險局

Original又有毒蔬菜!台灣人愛吃1青菜驗出農藥超標,2.3萬公斤全銷毀,2水果也中標,不合格名單一次看

Published ・ Source Taiwan | 風傳媒

Taiwan's Food and Drug Administration announced a list of products that failed border inspections. Eight batches of imported products were returned or destroyed because pesticide residues or heavy metals exceeded the limits. They included Australian Murcott mandarins, Japanese melons, Bulgarian black truffles and Vietnamese celery. Inspection requirements for the importers concerned have been tightened.

Facts

  • Taiwan's Food and Drug Administration announced its latest list of products that failed border inspections, with 8 batches of imports intercepted by customs.
  • Fresh Murcott mandarins imported from Australia contained 0.02 ppm of the pesticide iprodione, exceeding the limit by 1 times.
  • Japanese melons contained 0.07 ppm of the fungicide pesticide isofenphos, exceeding the limit by 7 times.
  • Fresh black truffles from Bulgaria contained 5 milligrams of cadmium per kilogram, exceeding the limit by 1.5 times.
  • A total of 23 metric tons of celery imported from Vietnam contained 0.02 ppm of the pesticide cypermethrin, which is prohibited from being detected under regulations.

Companies mentioned:禾悅開發實業有限公司、洋珍國際有限公司、光冊國際有限公司、隆記農產有限公司

Is domestic tourism back from the dead? Scenic areas and theme parks drew “more than 500,000 visitors a day for 2 days” over the Mid-Autumn Festival holiday. The top attractions were not Sun Moon Lake, Alishan or the East Rift Valley

Published ・ Source Taiwan | 風傳媒

Statistics from the Tourism Administration show that visitor numbers at national scenic areas and theme parks across Taiwan surged during the Mid-Autumn Festival holiday. Daily combined attendance topped 500,000 for 2 consecutive days, on Sept. 26 and 27. Visitor numbers at scenic areas rose more than 1.3 times year over year, while theme park attendance increased 158.85%. The Tri-Mountain National Scenic Area was the most popular destination, while 義大世界 and 麗寶樂園 led among theme parks.

Facts

  • Visitor numbers at national scenic areas and theme parks across Taiwan surged during the Mid-Autumn Festival holiday, with combined daily attendance topping 500,000 on both Saturday (the 26th) and Sunday (the 27th).
  • On Sept. 26, national scenic areas and theme parks drew a total of 508,635 visitors in a single day.
  • On Sept. 27, 13 national scenic areas across Taiwan attracted more than 420,000 visitors, nearly 250,000 more in a single day than the 170,000 recorded during the same Mid-Autumn Festival period last year.
  • The Tri-Mountain National Scenic Area was the most popular national scenic area during this Mid-Autumn Festival holiday, drawing more than 62,922 visitors in a single day.
  • Theme parks across Taiwan recorded a total of 80,848 visits on Sept. 27, up 158.85% year over year from 31,233 during the same period last year.
  • Kaohsiung's 義大世界 topped theme park attendance across Taiwan with 14,288 visitors.

Companies mentioned:義大世界、麗寶樂園

Tai Li-an poll》Taiwanese most focused on election in “this city”! Latest satisfaction rating for Lai Ching-te and party favorability revealed

Published ・ Source Taiwan | 風傳媒

Original戴立安公布2026年9月台灣民心調查,賴清德滿意度與信任度雙雙突破五成,民進黨政黨好感度領先,民眾最關注台北市長選情。

Facts

  • Lai Ching-te's approval rating was 51.4%
  • Lai Ching-te's trust rating was 51.2%
  • The DPP’s party favorability rating is 47.4%
  • 95.6% of respondents identified as Taiwanese
  • The Taipei mayoral election was the local race drawing the most public attention, with an attention level of 40.6%
  • The survey collected 1075 valid responses

Companies mentioned:畢肯市場研究公司

Bringing AI safety down to the hardware level! 輝達 unveils OpenShell and Sentry, extending its security footprint into CPUs and DPUs

Published ・ Source Taiwan | 風傳媒

輝達 launched the Open Agent Safety Platform, extending AI safety to the hardware level with the OpenShell secure execution environment and the Sentry hardware monitoring mechanism to address potential security risks from AI agents.

Facts

  • More than 100 organizations are now working on technologies related to the Open Agent Safety Platform.
  • Launched by 輝達 and more than 120 organizations

Companies mentioned:輝達、NVIDIA、Arm、Intel、Salesforce、SAP、Anthropic、Claude Managed Agents、花旗、摩根大通、Figure、Gecko Robotics、Skild AI、Linux Foundation、Open Secure AI Alliance

Not Volkswagen or Mazda! The best-selling imported SUV in August is this one, praised by owners for its fuel efficiency, low maintenance costs and unmatched reliability.

Published ・ Source Taiwan | 風傳媒

In Taiwan’s mainstream imported SUV market in August 2026, Toyota RAV4 held the top sales spot with 1,732 units, while Kia Sportage and Toyota Hilux ranked second and third. Mazda CX-30 and CX-60 ranked fifth and sixth, respectively, while just 61 units of the all-new, fully redesigned CX-5 were registered for dealer display and test drives. Owners widely praised the RAV4 for its fuel efficiency, low maintenance costs and reliability, while the Sportage earned favorable reviews for its hybrid powertrain and interior quality.

Facts

  • Toyota RAV4 topped mainstream imported SUV sales in August 2026, with 1,732 units registered.
  • Kia Sportage ranked second in mainstream imported SUV sales in August 2026, with 573 units sold.
  • Toyota Hilux ranked third in mainstream imported SUV sales in August 2026, with 315 units sold.
  • Just 61 units of Mazda’s all-new, fully redesigned CX-5 were registered in August 2026, all for dealer display and test drives.
  • Toyota Granvia and Hiace made the mainstream imported SUV sales top 10 for the first time in August 2026.
  • The updated Kia Sportage hybrid produces more than 200 horsepower and achieves fuel economy of 20.0km/L.

Companies mentioned:Toyota、Kia、Mazda、Suzuki、Volkswagen

陶朱隱園 loses out! Parking spaces at this luxury residence cost nearly ten million each; its “hotel-style design” revealed

Published ・ Source Taiwan | 風傳媒

In July 2026, a transaction at the luxury residence 皇翔御琚 in Taipei’s Xinyi District saw 4 parking spaces average NT$9.5 million each, setting a record for the most expensive parking spaces at a Taipei luxury residence this year—more expensive than those at 陶朱隱園. Taiwan Realty Trend Center analyzed why parking spaces at luxury residences command such high prices and compiled prices at residences in the two-million club.

Facts

  • A high-floor unit at 皇翔御琚 sold in July 2026 for a total of NT$685.88 million. The 4 parking spaces, totaling 56.02 ping, were priced at NT$38 million, or NT$9.5 million per space on average.
  • Parking spaces at 皇翔御琚 cost more than those at the ultra-luxury 陶朱隱園, making them the most expensive parking spaces in a Taipei luxury-residence transaction this year.
  • Parking spaces at luxury residences in Xinyi District almost all start at NT$4 million.
  • A parking space at 陶朱隱園’s B3 level costs NT$8 million, while one at B4 sells for NT$5 million; both have the same registered floor area.
  • The highest-priced transaction at One Park Taipei元利信義聯勤 was 3 parking spaces for NT$18.5 million, or about NT$6.16 million each.
  • A parking space at 西華富邦 costs NT$3.5 million, making it relatively affordable among luxury residences in the two-million club.
  • Luxury residences in Taipei City come with at least 2 parking spaces, while buyers at top-tier residences almost all have 3 to 4 spaces.
  • Diamond Towers台北之星 is one of the few high-end residences where buyers are not required to purchase a parking space; several transactions with no parking spaces were recorded this year.

Companies mentioned:皇翔御琚、陶朱隱園、One Park Taipei元利信義聯勤、西華富邦、Diamond Towers台北之星、富邦藝樹、德運永康、衍見築、潤泰敦峰、璞永敦仰

Tai Chung International tournament fever continues as the Johnson Cup charity pickleball event takes over

Published ・ Source Taiwan | 風傳媒

The 2026 Johnson Cup Adaptive Sports Charity Pickleball Tournament will be held on October 18 at the Taichung International Tennis Center. Organized by 喬山健康科技 and 中華民國匹克球協會, it invites athletes with disabilities and young players to participate and will feature a health experience zone. Registration closes on October 4.

Facts

  • The 2026 Johnson Cup Adaptive Sports Charity Pickleball Tournament will take place on October 18 at the Taichung International Tennis Center.
  • The event is co-organized by 喬山健康科技 and 中華民國匹克球協會, with guidance from 臺中市政府運動局.
  • The division for athletes with disabilities will feature individual skills and inclusive doubles events. Individual skills will include serving, upward shots, volleys, drop shots and forehand shots.
  • The youth division will be organized by age group, with boys’ doubles, girls’ doubles and mixed doubles.
  • Registration is free for the division for athletes with disabilities. All registration fees from the youth division will be donated by the organizers to registered charities.
  • A Welltivity 喬山健康科技 experience zone will be set up at the event, offering services including body composition and foot health assessments.

Companies mentioned:喬山健康科技、中華民國匹克球協會、臺中市政府運動局

輝達 approves its largest-ever share buyback authorization! Adds another US$150 billion, bringing the remaining authorization to US$235 billion

Published ・ Source Taiwan | 風傳媒

輝達 announced that its board approved an additional US$150 billion in share buyback authorization, bringing the remaining authorization to US$235 billion. The company expects to execute the plan before the end of fiscal 2028. The move reflects strong cash flow driven by AI demand and signals management’s confidence in long-term market opportunities.

Facts

  • 輝達’s board approved an additional US$150 billion in authorization under its existing share buyback plan.
  • 輝達’s total unexecuted buyback authorization has increased to US$235 billion.
  • 輝達 expects to execute the buyback plan before the end of fiscal 2028.
  • 輝達 spent US$39.8 billion buying back about 203 million common shares in the first half of fiscal 2027.
  • 輝達 bought back 94 million shares in the second quarter, spending US$19.7 billion.
  • As of July 26, 輝達 held US$56.6 billion in cash, cash equivalents and marketable debt securities.
  • Operating activities generated US$74.421 billion in cash for 輝達 over the same period.

Six Charts on Wall Street | Does Xi Jinping’s “Zhongshan suit” hold clues? Chaotic arrangements and poor communication: the Trump-Xi meeting appeared harmonious, but deep divisions remained!

Published ・ Source Taiwan | 風傳媒

The Trump-Xi meeting appeared harmonious despite chaotic arrangements; the 10-year US Treasury yield rose to 5.113%, a new high since 2007; OpenAI solved the Navier-Stokes problem; Meta AI assistant Muse topped the App Store rankings; and US maximum pressure on Iran has had short-term results.

Facts

  • Trump arranged a candlelit state banquet to welcome Xi Jinping.
  • China had initially agreed to send four business executives, but they were unable to attend at the last minute.
  • The 10-year US Treasury yield closed at 5.113%.
  • OpenAI announced on September 8 that its AI model had solved the Navier-Stokes existence and smoothness problem.
  • Meta’s new AI assistant Muse topped the US App Store download rankings.
  • Meta will launch an AI model codenamed Watermelon in October.
  • British lawyer Kushner said the US has had a greater impact on Iran in just a few weeks than it did over the previous 16 years.

Companies mentioned:Meta、OpenAI、Apple

Can you bring a drink to a job interview? The unspoken rules around iced coffee, energy drinks and water

Published ・ Source Taiwan | 風傳媒

US recruiter 凱特琳·韋尼安 warned job seekers on TikTok not to bring iced coffee to interviews, sparking the “2026 iced coffee debate.” Opinions are divided: some say it looks unprofessional, while others think the reaction is excessive. Recruitment experts advise job seekers to present themselves appropriately, but say employers should not read too much into a single item.

Facts

  • US recruiter 凱特琳·韋尼安 said not to casually walk into an interview holding an iced coffee.
  • 韋尼安 said the post sparked the “2026 iced coffee debate.”
  • 哈納德, 28, works for an energy supplier in London and would not bring iced coffee to an interview.
  • 艾莎, 28, said she would bring iced coffee to an interview because it shows she arrived early.
  • 凱蒂, 25, believes the controversy sparked by 韋尼安’s post is somewhat sexist.
  • The number of vacancies for university graduates in the UK has nearly halved over the past year.
  • 露西·庫珀, founder of London design and branding recruitment firm Spark, said bringing iced coffee to an interview could make you seem too relaxed and a little careless.

Companies mentioned:Spark、Hays、Intelligent People

Ministry of Justice’s Jing’an Unit formed! Anti-drone systems included in drills for the first time; AIDC general manager and justice minister attend inspection

Published ・ Source Taiwan | 風傳媒

Original法務部矯正署辦理「第15期靖安小組成軍」總驗收,首次將反制無人機情境納入監所維安演練,漢翔公司以自主研發的無人機反制系統支援,驗證系統在偵測、識別、追蹤及反制等環節的整合應用。法務部長鄭銘謙親自驗收,漢翔總經理莊秀美及副總經理蔡明晃出席。

Facts

  • Original法務部矯正署辦理「第15期靖安小組成軍」總驗收活動,首次將反制外來無人機的情境納入監所維安演練。
  • 漢翔公司 supported the exercise with its self-developed “drone countermeasure system.”
  • 漢翔’s drone countermeasure system has a maximum defense range of 5 kilometers.
  • Justice Minister 鄭銘謙 attended the inspection in person, while 漢翔公司 was represented by General Manager 莊秀美 and Deputy General Manager 蔡明晃.
  • AIDC's counter-drone system was officially unveiled at the 2025 Taipei Aerospace & Defense Technology Exhibition.
  • AIDC is part of a 100% “non-Red supply chain.”

Companies mentioned:漢翔公司、法務部矯正署

Give children NT$23 million within a year with “absolutely no gift tax” to pay! Tax bureau shares 1 tip to avoid exceeding the NT$2.44 million exemption

Published ・ Source Taiwan | 風傳媒

The Ministry of Finance's National Taxation Bureau explained that the annual gift tax exemption was raised to NT$2.44 million starting in 2022, with each spouse having a separate exemption. By making gifts across multiple years and giving wedding gifts (an additional NT$1 million from each parent), a newlywed couple can receive up to NT$23.52 million in tax-exempt assets from both sets of parents. The bureau reminded the public that wedding gifts are limited to the 6-month period before or after marriage registration, apply only to biological children, and must be reported within 30 days.

Facts

  • Starting in 2022, the annual gift tax exemption for individuals was raised to NT$2.44 million.
  • Each donor is entitled to a gift tax exemption of NT$2.44 million each year (from January 1 to December 31), calculated per donor.
  • When a child gets married, each parent is entitled to an additional NT$1 million wedding gift tax exemption. This amount is calculated separately and does not count toward the regular annual exemption of NT$2.44 million.
  • The National Taxation Bureau defines “at the time of marriage” as the “6-month period before or after” the child's marriage registration with the household registration office.
  • The additional NT$1 million wedding gift exemption applies only to “parents giving gifts to their biological children.”
  • Parents claiming the wedding gift tax exemption must proactively file a declaration within 30 days of making the gift.

No deal on chips, electric vehicles or batteries: Trump-Xi talks took all that time to settle agricultural products, medical supplies and infant formula

Published ・ Source Taiwan | 風傳媒

The US and China announced a new round of tariff adjustments, lowering tariffs on about $30 billion worth of goods each, including agricultural and consumer products, while excluding chips, electric vehicles and batteries. The two sides extended their trade truce through January and will strengthen agricultural cooperation.

Facts

  • The United States and China announced a new round of tariff adjustments on the 29th, each listing goods worth about $30 billion that will be subject to lower tariffs.
  • China cut tariffs on 1,619 US products.
  • The Office of the US Trade Representative released a list covering 77 categories of Chinese goods.
  • Industries including chips, electric vehicles and batteries were not included in the product lists this time.
  • The US and China agreed to extend their trade truce through January.
  • China's trade surplus last year hit a record high of about $1.2 trillion.
  • US exports to China totaled about $68 billion in the first 7 months of this year.

Companies mentioned:Golden Arts Gifts & Decor、ING、WPIC Marketing + Technologies、Natixis、法國巴黎銀行

Chou Yu-kou's false claim that Chang Shu-chuan was the woman in the “Regent Taipei bed scandal”: second-instance court issues reduced sentences

Published ・ Source Taiwan | 風傳媒

Chou Yu-kou and Tsai Yu-chen falsely claimed that Chang Shu-chuan was the woman at the center of the Regent Taipei affair. Each was sentenced to 1 year and 6 months in the first trial; on appeal, Chou's sentence was reduced to 9 months and Tsai's to 6 months, both convertible to fines. They can still appeal.

Facts

  • First-instance court sentenced Chou Yu-kou and Tsai Yu-chen each to 1 year and 6 months in prison
  • The Taiwan High Court, hearing the second-instance appeal, reduced Chou Yu-kou's sentence to 9 months and sentenced Tsai Yu-chen to 6 months
  • Chou Yu-kou and Tsai Yu-chen said on a political talk show that Chang Shu-chuan was the woman in the Regent Taipei bed scandal
  • Outraged by the humiliation, Chang Shu-chuan filed a lawsuit
  • Chang Shu-chuan repeatedly wiped away tears in court
  • Chang Shu-chuan said both Chou and Tsai were lying
  • Chang Shu-chuan said, “What does Chiang Wan-an running for mayor have to do with me?”
  • Presiding Judge Hou Ting-chang reiterated that judges must adjudicate independently and remain above partisan politics

Toyota RAV4 loses out! The “best-selling model” in Taiwan in August is this one; owners praise its low price, fuel efficiency, easy maintenance, strong power and spacious interior

Published ・ Source Taiwan | 風傳媒

The top-selling car in Taiwan in August 2026 was Toyota Corolla Cross (2,823 units), followed by RAV4 (1,732 units) and Lexus NX (1,086 units). Owners generally praised the Corolla Cross's space, fuel economy and power; RAV4 is known for safety, fuel efficiency and low maintenance costs, while Lexus NX is well regarded for its luxurious interior and comfort.

Facts

  • Toyota Corolla Cross was Taiwan's best-selling vehicle in August 2026, with sales of 2,823 units.
  • Lexus NX sold 1,086 units in August 2026, ranking third.
  • Toyota Corolla Cross is known as the “people's SUV.”
  • Owners say the Corolla Cross's advantages include strong power and an exceptionally spacious interior.
  • Owners say the RAV4's advantages include a safe body, spacious interior, fuel efficiency, low maintenance costs and high resale value.
  • Lexus NX is highly competitive among luxury midsize SUVs in its class.

Companies mentioned:Toyota、Lexus、Tesla、CMJ、Ford、Honda

Tech debate: AI solves a century-old math problem, but why can't it crack international chess with only 32 pieces?

Published ・ Source Taiwan | 風傳媒

OpenAI announced that AI had solved the Navier-Stokes problem, but it cannot win every game of 32-piece chess. Comparing this with Deep Blue's victory over Kasparov in 1997, the article examines the limits of modern AI chess ability.

Facts

  • OpenAI announced on September 8 that an AI model had solved the Millennium Prize math problem “Navier-Stokes Existence and Smoothness.”
  • International chess has only 32 pieces.
  • In 1997, IBM's supercomputer Deep Blue defeated world chess champion Kasparov.
  • Modern AI has yet to achieve a winning streak against human chess players.

Companies mentioned:OpenAI、IBM

Latest on the nationwide 二萬 cash handout? Cho Jung-tai responds as the new legislative session opens; Executive Yuan lays out “3 principles” for cash payouts

Published ・ Source Taiwan | 風傳媒

Executive Yuan Premier Cho Jung-tai spoke to reporters before the Legislative Yuan session opened about a proposal by Kuomintang caucus whip Fu Kun-chi for a universal cash handout of NT$20,000. He said, “The debt of this generation cannot be left to the next generation,” while the Executive Yuan stressed that cash handouts must meet 3 principles. Democratic Progressive Party caucus secretary-general Chuang Jui-hsiung responded that he did not oppose people receiving the already-budgeted NT$10,000 sooner, but said the Kuomintang should clearly explain how the money would be distributed and funded.

Facts

  • Executive Yuan Premier Cho Jung-tai said, “The debt of this generation cannot be left to the next generation.”
  • The Executive Yuan stressed that universal cash handouts must follow 3 principles: “no increase in actual borrowing,” “no crowding out of other government programs, including social welfare, defense, health care and education,” and “must be legal and constitutional.”
  • Kuomintang caucus whip Fu Kun-chi called for a universal cash handout of NT$20,000 and listed it as a priority bill for the new legislative session
  • Fu Kun-chi called for “this year's surplus to be distributed this year” and said he would propose a special statute, aiming to complete the NT$20,000 handout before the end of the year
  • DPP caucus secretary-general Chuang Jui-hsiung responded that he did not oppose people receiving the already-budgeted NT$10,000 sooner
  • The 11th Legislative Yuan's 6th session opened on September 29

Retired in-laws with no job: Can they join a daughter-in-law's or son-in-law's National Health Insurance plan? Even living together doesn't qualify; “this type of relative” isn't a dependent

Published ・ Source Taiwan | 風傳媒

The National Health Insurance Administration explained that daughters-in-law and parents-in-law, and sons-in-law and their parents-in-law, are relatives by marriage. Even if they live together or the daughter-in-law provides care, they cannot be insured as dependents. Retired elders should be covered through a spouse or a lineal blood relative, such as a child. If they have no eligible family member to join, they should enroll at the township, city or district office where they are registered.

Facts

  • A daughter-in-law and her mother-in-law are related by marriage and, under National Health Insurance regulations, the daughter-in-law cannot enroll as her dependent.
  • National Health Insurance dependents include unemployed spouses, unemployed lineal ascendants, and lineal descendants within two degrees of kinship who meet certain conditions.
  • Daughters-in-law and parents-in-law, and sons-in-law and their parents-in-law, are related through marriage, not by direct blood ties, so they cannot enroll as dependents on that basis.
  • After retirement, people who are no longer working should generally enroll as dependents if they have eligible family members, such as a spouse or child. If there is more than one family member they can join, they must follow the order of kinship.
  • Retirees do not automatically switch to Category 6 coverage through a local government office when their former employer terminates their insurance.
  • The National Health Insurance Administration has encountered retired couples who mistakenly thought their coverage would automatically switch to Category 6 after leaving the workforce, only to discover a gap in coverage when they received a notice that they were uninsured.

Companies mentioned:衛生福利部中央健康保險署

Original凱基人壽砸206億元買下潤泰南港玉成廣場!創南港商辦最高總價、成輝達房東

Published ・ Source Taiwan | 風傳媒

Original凱基人壽以206億元購入潤泰南港玉成廣場,創南港商辦總價新高,並成為輝達的新房東。

Facts

  • Original凱基人壽斥資206億元買下潤泰南港玉成廣場
  • Original潤泰南港玉成廣場整棟規模約1萬7,342坪
  • The sale price was about NT$1.14 million per ping
  • The transaction was completed on September 23
  • 輝達 is the building’s main tenant
  • The total price surpasses the record set by 陽明海運’s purchase of 華固 Central Place in 2025
  • At about NT$1.14 million per ping, above the transaction level of about NT$990,000 per ping at 華固 Central Place at the time
  • 世界明珠 has previously seen transactions at prices ranging from NT$1.3 million to NT$1.5 million per ping

Companies mentioned:凱基人壽、潤泰、宏大國際資產、輝達、陽明海運、華固、聯強國際、相信音樂、國泰、遠雄

輝達’s 150 billion buyback still can’t lift the broader market? 阮慕驊 reveals the truth behind the “muted market reaction”: Funds are waiting for 3 indicators

Published ・ Source Taiwan | 風傳媒

輝達 announced an additional $150 billion in share buybacks, bringing the total to $235 billion, the largest increase in buybacks in history, but the three major U.S. stock indexes weakened. Financial expert 阮慕驊 said the market is actually focused on Treasury yields, oil prices and 美光’s earnings report.

Facts

  • 輝達’s board added $150 billion to its buyback plan, bringing the remaining authorized buyback amount to $235 billion.
  • 輝達’s increase in its buyback authorization exceeded the $110 billion approved by 蘋果 in 2024, setting a record for the largest single increase in a stock buyback authorization.
  • 輝達 expects to complete its share buyback plan by the end of fiscal 2028.
  • Original消息一出,輝達股價逆勢上漲,但道瓊、標普、那斯達克三大指數同步走弱。
  • Brent crude climbed above $106, while the 30-year U.S. Treasury yield topped 5.5%.
  • The $235 billion represents more than 4% of 輝達’s market capitalization.

Companies mentioned:輝達、蘋果、美光

貿聯-KY shares surged against the trend to NT$2,465! Why did “1 acquisition” lead foreign investors to name a target price 38% higher, and is there still an opportunity to add to holdings now?

Published ・ Source Taiwan | 風傳媒

貿聯-KY completed its acquisition of Interplex Datacom, and its shares surged to NT$2,465. Brokerages raised their EPS estimates, with the highest target price at NT$3,400.

Facts

  • 貿聯-KY completed its acquisition of Interplex集團’s Datacom Business on Sept. 23.
  • Following the acquisition, the related business has been included in 貿聯’s consolidated financial statements since Sept. 23.
  • 貿聯 shares briefly climbed to NT$2,465 intraday, up more than 5%.
  • A U.S. brokerage raised its EPS estimates for 貿聯 for 2026 to 2028 to NT$69.8, NT$134.6 and NT$176.2.
  • Another institutional investor used average estimated EPS of NT$130.89 for 2027 and 2028 and a price-to-earnings ratio of 26 times to set a target price of up to NT$3,400.
  • Interplex Datacom has production facilities in China, Vietnam, Thailand and Malaysia, with more than 1,900 employees.
  • Interplex Datacom generated about $392 million in revenue over the 12 months through the end of March 2026.

Companies mentioned:Interplex集團

Labor Ministry’s new rules take effect nationwide! Major changes to National Pension payments for people turning 65: overlook them and you may miss out on retirement benefits

Published ・ Source Taiwan | 風傳媒

The Bureau of Labor Insurance under the Ministry of Labor is introducing a new “no application, automatic deposit” system for National Pension old-age benefits. Insured people who turn 65 do not need to apply; the bureau will proactively notify them and ask for their financial account details. Once approved, the pension will be deposited automatically each month.

Facts

  • The Bureau of Labor Insurance under the Ministry of Labor is introducing a simplified “no application, automatic deposit” process for National Pension old-age benefits.
  • Original民眾年滿65歲前1個月的月底,勞保局會主動寄發「國民年金老年年金給付金融帳戶通知書」
  • National Pension old-age benefits will be automatically deposited into the designated financial account each month starting at the end of the month after the recipient turns 65.
  • Original每延後1年,年金給付金額加給4%
  • Claims can be deferred for up to 5 years, for a maximum increase of 20%.
  • In addition to National Pension old-age benefits, people can also apply online for maternity benefits and childcare leave allowances through the “Bureau of Labor Insurance e-Service System.”

Original藍綠差一輪,六都參選人年齡一覽!學者解密「國民黨長輩牌」:2縣市不太尋常

Published ・ Source Taiwan | 風傳媒

沈榮欽 analyzed the ages of blue- and green-camp candidates in the six special municipalities for 2026: the Kuomintang’s average is 61.5, compared with 49.5 for the Democratic Progressive Party, a 12-year gap. He said the Kuomintang’s aging is evident not only among its supporters but also in its bureaucracy. The fact that it is also fielding older candidates in cities and counties where it is challenging incumbents shows that the aging is deeply rooted.

Facts

  • Average age of Kuomintang candidates in the six special municipalities: 61.5
  • Average age of Democratic Progressive Party candidates in the six special municipalities: 49.5
  • Original藍綠六都參選人年齡相差一輪12歲
  • 沈榮欽 is an associate professor at York University in Canada.
  • The Kuomintang’s candidates in Tainan and Kaohsiung are also older.
  • 沈榮欽 believes the Kuomintang’s aging is reflected in its bureaucracy.

Claiming labor insurance pension at 65 could mean missing out! Bureau of Labor Insurance shares 1 way to boost retirement benefits; expert calculation identifies the claim age with the highest return

Published ・ Source Taiwan | 風傳媒

The Ministry of Labor said workers who remain employed after turning 65 can continue to participate in labor insurance and accumulate service years. Deferring an old-age pension claim can increase benefits by up to 20%. An expert calculation found that people with at least 30 years of insured service and wages at the highest insured salary bracket get the highest investment returns by claiming at age 62 to 63.

Facts

  • People who remain employed after turning 65 may continue to participate in labor insurance if they meet the requirements.
  • There is no upper limit on service years for old-age pension benefits.
  • Deferring an old-age pension claim can increase benefits by up to 20%.
  • People who return to work after claiming labor insurance old-age benefits cannot rejoin labor insurance.
  • For people with at least 30 years of insured service and insured wages at the highest bracket of their career, age 62 to 63 is the prime window for claiming, with the highest investment return.
  • Claiming early at 60: about NT$17,038 per month
  • Claiming at the standard age of 65: about NT$21,297 per month
  • Deferring until 70: about NT$25,556 per month

Financial buzz: Wall Street’s perfect storm! 10-year Treasury yield suddenly breaks above 5.1%—why could the Treasury rout be worse than the tariff war?

Published ・ Source Taiwan | 風傳媒

Last Wednesday, a perfect storm hit Wall Street as the 10-year U.S. Treasury yield posted its biggest one-day gain since President Donald Trump’s “Liberation Day” tariffs in April 2025, closing at 5.113%, its highest level since 2007. A sharp rise in oil prices and U.S.-Iran diplomacy falling short of expectations triggered turmoil in the bond market.

Facts

  • Last Wednesday, a perfect storm hit Wall Street, driving the 10-year U.S. Treasury yield to its biggest one-day gain since U.S. President Donald Trump introduced “Liberation Day” tariffs in April 2025.
  • The 10-year U.S. Treasury yield closed at 5.113%, far above its recent highs and its highest level since 2007.
  • Oil prices surged during European trading hours. Traders had hoped for U.S.-Iran diplomatic contacts at the United Nations in New York, but events did not go as hoped.
  • A major bond-market storm erupted on Wall Street.

[The Journalist] Who will pay the NT$8.3 billion penalty? 森崴能源 directors resign en masse, leaving a shell company; 台電’s offshore wind phase 2 project at risk of collapse

Published ・ Source Taiwan | 風傳媒

台電 fined 富崴能源 NT$8.3 billion for missing the deadline to build 30 turbines for 台電’s offshore wind phase 2 project. 森崴能源’s major shareholder, 正崴集團, has divested its stake and resigned its board seats. 森崴能源’s assets have been pledged, and 4 work vessels have been liquidated, leaving the company at risk of becoming a shell. Although the project is 96% complete, only 1 of 31 turbines has been erected, putting 台電’s project at risk of being left unfinished.

Facts

  • 台電 sent 森崴能源 a notice imposing an NT$8.3 billion penalty for the overdue construction of 30 turbines for 台電’s offshore wind phase 2 project.
  • 森崴能源’s major shareholder, 正崴集團, has divested its stake and resigned all its board seats.
  • 森崴’s valuable assets, including green-energy subsidiary 富威, have all been pledged to creditor banks.
  • 4 work vessels have been liquidated overseas.
  • 台電’s offshore wind phase 2 project is 96% complete.
  • Only 1 of the 31 turbines has been erected.
  • 29 台電 turbine towers are still standing in the Port of Taichung.

Companies mentioned:台電、森崴能源、正崴集團、富崴能源、世紀鋼構

How to choose an e-reader in 2026? Which is better: Kobo, Readmoo or 文石BOOX? A guide to the pros and cons of open and closed systems

Published ・ Source Taiwan | 風傳媒

This guide to buying an e-reader compares open and closed systems, explains specifications such as screen size, color, resolution and storage capacity, and offers recommendations for consumers.

Facts

  • E-readers use electronic-paper display technology. Their screens do not emit light; they reflect ambient light and are supplemented by a reading light.
  • Open systems allow users to download and install apps from different e-bookstores, such as HyRead, Pubu and Onyx Boox.
  • Closed systems are represented by devices tied to proprietary stores such as Readmoo, Kobo and 博客來.
  • 6-inch models weigh about 150 to 180 grams.
  • Color displays support more than 4096 colors, but resolution in color mode is often halved.
  • E-reader screens contain thin glass substrates, so users should avoid heavy pressure, dropping them or applying force to a single point.

Companies mentioned:Kobo、Readmoo、BOOX、HyRead、Pubu、博客來

Can you still receive the old farmers’ allowance if you own land and a house? A look at the “asset limit”: these 6 types of real estate are excluded outright!

Published ・ Source Taiwan | 風傳媒

The government applies asset limits to the old farmers’ allowance, reviewing personal income and real estate value. Those with non-agricultural income of NT$500,000 or more or property valued at NT$5 million or more are ineligible, but several deductions and exemptions for real estate apply.

Facts

  • Those with total non-agricultural income of NT$500,000 or more are ineligible for the old farmers’ allowance.
  • Those with personal real estate valued at NT$5 million or more are ineligible for the old farmers’ allowance.
  • When reviewing eligibility for the old farmers’ allowance for 115, the authorities count all categories of personal income reported for 113.
  • The value of farmland actually used for agricultural production is fully deducted under the law and excluded from the calculation.
  • For a person with no farmhouse who actually lives in their sole home, up to NT$4 million of the combined value of the home and land may be deducted.

Is it illegal to block a car and curse at the driver after getting angry at being honked at? Female driver blocked a car and hurled insults in the street, receiving 10 days of detention; court explains why.

Published ・ Source Taiwan | 風傳媒

A female driver in Changhua, angry that a motorcyclist honked at her, blocked the other person's vehicle and hurled insults. The court sentenced her to 10 days of detention for public insult, commutable to a fine of NT$10,000. The blocking did not constitute coercion because it lasted only briefly and there was room to drive around at the scene.

Facts

  • Changhua District Court sentenced the female driver to 10 days of detention for public insult, commutable to a fine of NT$10,000.
  • The female driver, upset that a motorcyclist honked to warn her, followed the rider and blocked the vehicle to hurl insults.
  • The court found that the vehicle was blocked for about 10 seconds and that there was still room to drive around at the scene, so the act did not constitute coercion.
  • In 2024, the Constitutional Court issued Judgment No. 3 of 113, setting out standards for determining public insult.
  • Under Article 304 of the Criminal Code, forcing someone through violence or threats to do something they are not obligated to do is punishable by up to 3 years in prison.

First F-16V fighter jet purchased from the U.S. still undelivered; Kuo Li-hsiung confirms Taiwan is discussing compensation measures with Washington.

Published ・ Source Taiwan | 風傳媒

Taiwan purchased 66 F-16V fighter jets from the United States, but delivery of the first aircraft is delayed. Defense Minister Kuo Li-hsiung confirmed that Taiwan has sought non-cash compensation from Washington. The U.S. has shown goodwill, and the specific proposal remains under discussion.

Facts

  • Taiwan purchased 66 F-16V fighter jets from the United States, with delivery of the first aircraft originally expected before the end of the third quarter this year. It has still not returned to Taiwan.
  • The Ministry of National Defense has sought non-cash compensation from Washington, such as additional technical services and spare parts, as well as an extended warranty.
  • Defense Minister Kuo Li-hsiung said the U.S. has shown goodwill and that there should be concrete compensation measures.
  • The U.S. originally scheduled delivery of the first aircraft for 2024 and delivery of all aircraft by the end of 2026, but delivery of the full fleet has been pushed back to 2028.
  • Arms sales are government-to-government transactions and carry no breach-of-contract penalties; even in the event of a breach, there is no provision for a fine.
  • Kuo Li-hsiung said production of the F-16V has reached the stage at which the aircraft can be delivered.
  • Kuo Li-hsiung said the U.S. has repeatedly stated since the Trump-Xi meeting that its policy toward Taiwan has not changed.

Why was the U.S.-China trade truce extended by only 2 months? Washington think tank: pressure China to honor rare-earth commitments.

Published ・ Source Taiwan | 風傳媒

The U.S.-China trade truce was extended by only 2 months, through January next year, as Washington believes China has not honored its rare-earth export commitments and wants to apply pressure. The two sides announced possible tariff cuts on about $30 billion worth of goods each, while advanced technology and AI issues will be handled separately.

Facts

  • U.S.-China trade truce extended by 2 months, through January next year.
  • Washington believes China has not honored its rare-earth export commitments.
  • The United States may lower tariffs on 77 categories of Chinese goods.
  • China's list covers more than 1,600 categories of U.S. goods.
  • Trump and Xi Jinping are expected to hold 兩 more meetings by the end of this year.

Companies mentioned:CSIS

Accused of embezzling NT$630,000 in aide expenses! KMT 5-term councilor Bai Peiru indicted; prosecutors seek 8 years and 6 months.

Published ・ Source Taiwan | 風傳媒

Bai Peiru, a New Taipei City councilor with the Kuomintang, allegedly used a fictitious aide to fraudulently claim NT$630,000 in aide expenses. The Shilin District Prosecutors Office indicted her on corruption and other charges on the 29th and sought a sentence of 8 years and 6 months. Bai comes from a political family and has been elected councilor for several consecutive terms; the case has drawn public attention.

Facts

  • Bai Peiru allegedly used a fictitious aide to fraudulently claim NT$630,000 in aide expenses.
  • The Shilin District Prosecutors Office indicted Bai Peiru on corruption and other charges.
  • Prosecutors sought a sentence of 8 years and 6 months, citing Bai Peiru's poor conduct after the alleged offense.
  • Bai Peiru allegedly fraudulently claimed NT$630,000 in aide subsidies from September 2009 to March 2010.
  • Bai Peiru's father, Bai Tian-zhi, served as a legislator-at-large in the 6th Legislative Yuan.

Was Trump's talk of arms sales to Xi a joke? Scholar points to Taiwan's real warning: an intense push in semiconductors and supply chains is not enough.

Published ・ Source Taiwan | 風傳媒

Trump asked Xi Jinping during their meeting whether he would buy U.S. weapons, then later denied doing so. Scholar 翁履中 said Trump views China as a potential business customer. Taiwan should strengthen its self-defense, seek U.S. support and convince Beijing that treating Taiwan peacefully better serves its interests.

Facts

  • U.S. Ambassador to China David Perdue revealed that Trump had asked Xi Jinping, “Would you like to buy some [weapons]?”
  • Trump later denied asking Xi Jinping whether he would buy weapons, saying, “He was probably talking about Taiwan.”
  • 翁履中 said Trump does not view China entirely as an adversary, but as a “customer” with whom he can make deals and negotiate.
  • Trump publicly said Xi Jinping told him that China would not use force against Taiwan as long as Trump remained in office.
  • 翁履中 stressed that Taiwan should “be able to protect itself,” “make Washington believe Taiwan is worth supporting” and “make Beijing believe that treating Taiwan peacefully serves its interests better than destroying Taiwan.”

Taipei residents aged 65 and older, don't miss out! A look at 2026 benefits for seniors: senior cards, health insurance premiums and living allowances.

Published ・ Source Taiwan | 風傳媒

The Taipei City Government's Department of Social Welfare announced benefits for residents aged 65 and older in 2026, including 600 points per month on the senior card, a subsidy of up to NT$826 per month for seniors' health insurance premiums, a living allowance of up to NT$8,329 per month for low- and middle-income seniors, and a Double Ninth Festival gift of at least NT$1,500. Eligibility requirements vary, so each benefit must be checked separately.

Facts

  • Starting in July 2026, the monthly free points on Taipei's senior card will increase from 480 to 600.
  • Taipei City provides a health insurance premium subsidy of up to NT$826 per person per month for seniors.
  • Low- and middle-income seniors can receive a living allowance of up to NT$8,329 per month.
  • In 2026, the Double Ninth Festival gift for seniors aged 65 to 84 will be NT$1,500 per person.
  • The 600 monthly points on the senior card cannot be exchanged for NT$600 in cash.

Taiwan | 鉅亨網(31)

Japan's finance minister reiterates concern over weak yen, again tells U.S. Treasury secretary yen is undervalued during call; next joint intervention nearing?

Published ・ Source Taiwan | 鉅亨網

Japanese Finance Minister Satsuki Katayama reiterated concerns over the weak yen and said she spoke by phone with U.S. Treasury Secretary Scott Bessent. The two agreed to strengthen cooperation, potentially paving the way for another joint intervention.

Facts

  • Japanese Finance Minister Satsuki Katayama said the weak yen remains a persistent concern.
  • Satsuki Katayama spoke by phone with U.S. Treasury Secretary Scott Bessent on the 25th.
  • Japan and the United States reiterated their shared concern that the yen is undervalued.
  • Japan and the United States confirmed in early August that they would carry out joint intervention to support the yen.
  • Satsuki Katayama denied that the Takaichi government is pursuing reflationism.
  • Satsuki Katayama stressed that interest rates are ultimately determined by the market.

〈Market Movers〉OBI Pharma's new drug development may benefit from favorable policy; stock hits limit-up.

Published ・ Source Taiwan | 鉅亨網

The Ministry of Health and Welfare announced plans for a “one-stop clinical trial” system, aiming to cut reviews of domestically developed new drugs to 100 days. Buoyed by the policy, OBI Pharma's shares hit the daily limit-up today, closing at NT$35.65. The market is also watching progress on OBI Pharma's ADC drug, after its board authorized a U.S. university to use a monoclonal antibody sequence.

Facts

  • Health and Welfare Minister Shih Chung-liang said the government would promote a “one-stop clinical trial” system, aiming to cut the review period for domestically developed new drugs to 100 days.
  • OBI Pharma hit the daily limit-up today, closing at NT$35.65.
  • OBI Pharma opened higher at NT$32.65 and continued to climb in early trading today.
  • By midday, buy orders in the queue totaled about 900 lots, while trading volume exceeded 1000 lots.
  • The 三 major institutional investors sold a net 497 lots of OBI Pharma shares last week.
  • OBI Pharma’s board approved a proposal to license monoclonal antibody sequences to a U.S. university.
  • OBI Pharma will strengthen its next-generation antibody-drug conjugate product pipeline.

Companies mentioned:浩鼎(4174-TW)

Samsung invests $1 billion, joins forces with 輝達 and KKR to target AI data centers

Published ・ Source Taiwan | 鉅亨網

Samsung Electronics and five of its subsidiaries are investing a total of $1 billion in Helix Digital Infrastructure, an AI infrastructure company jointly established by 輝達 and KKR. Samsung Electronics is contributing $500 million. The move aims to expand Samsung’s role in global AI data centers and power infrastructure, while drawing on affiliates’ expertise in semiconductors, cooling systems, data center construction and batteries.

Facts

  • Samsung Electronics and its affiliates announced a total investment of $1 billion in Helix Digital Infrastructure, an AI infrastructure company jointly established by 輝達 and KKR.
  • Samsung Electronics will contribute $500 million, with the rest coming from five of its subsidiaries.
  • Helix aims to secure both data center deployments and the underlying power infrastructure needed to operate them.
  • Helix was established in June and is targeting infrastructure needed to meet AI demand, including hyperscale data centers, power generation, transmission and distribution infrastructure, and fiber-optic networks.
  • OriginalHelix由曾任AWS執行長的Adam Selipsky領導,創始投資人包括KKR、科威特投資局(KIA)、輝達與美國電力公司Vistra。
  • According to KKR, commitments from outside investors had exceeded $10 billion before this latest investment.
  • KKR has invested more than $75 billion in digital infrastructure and power worldwide, including about $9 billion in South Korea since 2009.

Companies mentioned:輝達、KKR、Helix Digital Infrastructure、三星物產、三星SDS、三星SDI、三星人壽、三星火災海上保險、科威特投資局、Vistra

〈Real Estate〉New Taipei’s 10 best-selling pre-owned residential communities over the past year: Tamsui and Xizhi account for 7 spots

Published ・ Source Taiwan | 鉅亨網

A real estate agency’s ranking of New Taipei’s 10 best-selling pre-owned residential communities over the past year includes 7 communities in Tamsui and Xizhi. The top three are Mingxuan Hailuodi in Tamsui, Minsheng Xinpu in Banqiao and Hanbao Shuangxing in Zhonghe, reflecting homebuyers’ preference for these areas due to affordable prices, convenient transport and comprehensive amenities.

Facts

  • Mingxuan Hailuodi is just 2.5 years old, with an average price of NT$354,000 per ping and an average total price of about NT$12.4 million.
  • Three communities in Tamsui made the list: Mingxuan Hailuodi, Taipei Bay—Jiangnan Grand Mansion and Taipei Bay NO1 Xinghai Bay.
  • Four communities in Xizhi made the list: Hongguo Dazhen, Hongsheng Xin, Motian Zhen and Shuilian Shanzhuang.
  • Minsheng Xinpu is in a central area of Banqiao, near Xinpu Minsheng Station on the Circular Line and Jiangzicui Station on the Bannan Line.
  • Hanbao Shuangxing is near Provincial Highway 64 and National Freeway 3, and will be near the planned Zhonghe Senior High School Station on the Wanda Line.

Companies mentioned:永慶房屋

〈Stocks in Focus〉Rising oil prices and persistent geopolitical turmoil send 台塑化 soaring 9%, leading gains among the Formosa Plastics Group’s 3 companies

Published ・ Source Taiwan | 鉅亨網

Geopolitical tensions and rising oil prices drove 台塑化 shares up more than 9% today, lifting petrochemical stocks broadly. Institutional investors are bullish on refining margins and recommend buying.

Facts

  • 台塑化 shares opened higher and continued climbing today, surging more than 9% in early trading to a new high for the current rally.
  • Brent crude futures held near the high of $100 a barrel.
  • 台塑化 shares briefly topped NT$95.5.
  • Institutional investors estimate 台塑化’s refinery utilization rate will be about 91% in the 3rd quarter.
  • 台塑四寶 reported combined revenue of NT$157.057 billion in August, up 40.7% year over year.

Companies mentioned:台塑化、台化、南亞、台塑

〈Stocks in Focus〉Investors position for next year’s high dividends as 4 financial holding company heavyweights throw a cash party

Published ・ Source Taiwan | 鉅亨網

With Taiwan stocks fluctuating at high levels, financial stocks have become a safe haven for funds amid the effects of U.S. interest rate hikes and early enthusiasm for next year’s high-dividend theme. Shares of the 4 financial holding company heavyweights—富邦金, 國泰金, 中信金 and 凱基金—all rose today, attracting individual investors seeking dividend stocks and institutional investors looking to get in early. Institutional investors cite three positive factors, and the market expects next year’s dividends to be significantly higher than this year’s.

Facts

  • 富邦金 hit an intraday high of NT$155 today, up 3.33%.
  • 國泰金 touched an intraday high of NT$113.5 today, up 2.71%.
  • 凱基金 surged to an intraday high of NT$39.75 today, up 2.05%.
  • 凱基金 has surged more than 17% over the past month.
  • 中信金 reached an intraday high of NT$69.7 today, up 1.75%.

Companies mentioned:富邦金、國泰金、中信金、凱基金

Original10月聯準會升不升息?花旗:就業數據難改預期、關鍵看下一份CPI

Published ・ Source Taiwan | 鉅亨網

Original花旗研究指出,聯準會10月升息與否,關鍵在9月核心CPI,而非就業數據。花旗預估9月非農就業增加8.5萬人,除非極端惡化,否則對市場超過5成的升息預期影響有限。9月核心CPI若降溫,可能支持部分官員暫停升息。

Facts

  • Original花旗研究發布報告指出,聯準會目前的政策反應對近期通膨數據及能源價格更加敏感。
  • Citi forecasts September nonfarm payrolls will increase by about 85,000, while the unemployment rate edges up from 4.1% to 4.2%.
  • Citi said the market may reassess the likelihood of an October rate hike only in more extreme scenarios, such as nonfarm payrolls turning negative or the unemployment rate rising to 4.3%.
  • Citi expects core PCE inflation data due Wednesday to be revised significantly lower, with the overall signal leaning dovish.
  • Original8月核心CPI月增0.3%,高於市場預期的0.2%,使市場重新調整政策預期,聯準會最終升息25個基點。
  • Original目前市場對聯準會10月升息的定價機率已超過50%。
  • Citi expects September core CPI to cool to a monthly increase of 0.2% or less.

Companies mentioned:花旗研究、聯準會

White House AI battle heats up? Trump invites Huang, Amodei, Zuckerberg and other tech leaders to lunch as Congress considers ‘kill switch’ bill

Published ・ Source Taiwan | 鉅亨網

Trump will have lunch with Huang, Amodei, Zuckerberg and other tech leaders on the 29th to discuss AI risks, while Congress has introduced AI safety bills, including one requiring a kill switch, though they are unlikely to pass in the short term.

Facts

  • U.S. President Trump will host a lunch on Tuesday (the 29th) to discuss the risks posed by artificial intelligence (AI).
  • Senior tech executives including 輝達 CEO Jensen Huang, Anthropic CEO Dario Amodei and Meta CEO Mark Zuckerberg will attend.
  • Trump has described concerns about AI as a “hoax” and a “scam.”
  • Republican Representative Nathaniel Moran and Democratic Representative Ted Lieu introduced a bill requiring developers to install a “kill switch” for AI systems that go out of control.
  • Senator Bernie Sanders introduced a bill to ban the development of so-called “superintelligent AI.”
  • Congress is unlikely to take action on any AI legislation in the short term.

Companies mentioned:輝達(NVDA-US)、Anthropic、Meta(META-US)、OpenAI、Alphabet(GOOGL-US)、蘋果(AAPL-US)、SpaceX(SPCX-US)、超微(AMD-US)

Is 00929 raising its dividend again? Technology high-dividend ETF gets a 3.0 makeover—how does it differ from 00878 and 0056?

Published ・ Source Taiwan | 鉅亨網

The dividend payout for Fuh Hwa Taiwan Technology Dividend Yield ETF (00929) has risen to NT$0.38 per unit, and its index has been upgraded to 3.0. The number of constituent stocks has expanded to 50, with emerging technology sectors added, setting it apart in stock selection from 00878 and 0056.

Facts

  • 00929’s latest dividend payout is NT$0.38 per unit.
  • The Technology Dividend Yield Index tracked by 00929 has been upgraded to version 3.0.
  • The revised index has expanded to 50 constituent stocks.
  • The revised index includes emerging technology sectors such as biotechnology and healthcare, digital cloud services, and green energy and environmental protection.
  • 00929’s latest holdings remain heavily focused on semiconductors and the electronics supply chain.
  • 00929 prioritizes technology growth and monthly dividend payouts.
  • 00878 emphasizes ESG and industry diversification.
  • 0056 focuses on forecasting future cash dividend yields.

Companies mentioned:復華投信

14 major companies including TSMC and 聯發科 move in early! NDC unveils Silicon Valley office as 3,000 people turn out for talent drive

Published ・ Source Taiwan | 鉅亨網

The National Development Council opened Talent Taiwan’s first overseas office in Silicon Valley on September 25 and held Taiwan Career Day on the 26th, partnering with 14 companies to offer more than 1,000 jobs. The event drew over 3,000 attendees, demonstrating Taiwan’s determination to attract top international talent.

Facts

  • The National Development Council held Taiwan Career Day on September 26 at the “2026 North America Taiwan Technology Annual Conference.”
  • Original本次行動攜手台積電、聯發科等14家指標企業與學研機構,釋出上千個半導體、資通訊、軟體及AI領域職缺。
  • The event attracted more than 3,000 attendees.
  • Yeh Chun-hsien presented an Employment Gold Card to Salesforce senior software engineer Michael Foley.
  • The Talent Taiwan Silicon Valley office is specially located at the Startup Island TAIWAN Silicon Valley startup hub.
  • On the same day, the Startup Island TAIWAN Silicon Valley startup hub also hosted Taiwan Demo Day, where 12 Taiwanese startups and international startups with ties to Taiwan competed.
  • The Taiwan Demo Day event competed for a US$18,000 prize supported by Industrial Technology Investment Company (ITIC).

Companies mentioned:台積電、聯發科、台達電、台灣大哥大、緯創、Salesforce、立創科技、台灣先藝科技、台灣美光、台灣應用材料公司、艾斯特拉、拓布拉、東京威力科創、滿拓科技

〈Stocks in Focus〉GIS-KY to begin shipping optical communications laser packaging and testing products; shares hit limit-up, reaching a nearly 4-month high

Published ・ Source Taiwan | 鉅亨網

Original觸控模組廠GIS-KY因缺料緩解與光通訊雷射封測年底出貨等利多,今日股價漲停至89.4元,創近四個月高點。公司預期下半年營運逐季回溫,並加速轉型至半導體光學元件,資本支出提高至80多億元。

Facts

  • GIS-KY hit its limit-up price of NT$89.4 in early trading today, reaching a nearly four-month high.
  • GIS-KY's operating trough was in the second quarter.
  • GIS-KY expects revenue in September to continue improving, lifting third-quarter operations above the second quarter.
  • OriginalGIS-KY董事會核准資本支出總額已提高至80多億元。
  • The first-phase equipment for GIS-KY's optical communications laser packaging and testing operations has entered installation and trial production. It is expected to make an initial contribution in the fourth quarter of this year and begin shipments by year-end.

Why is 0053 being split and paying no dividends? Yuanta's electronics ETF voting begins; will returns change after the split?

Published ・ Source Taiwan | 鉅亨網

The net asset value of the Yuanta Electronics ETF (0053) has risen on the strength of AI and semiconductor markets, prompting proposals for a share split and no dividend distributions. The split would lower the trading threshold, while retaining dividends aims to generate long-term compounding. Investors should consider the effects on cash flow and taxes and fees, and vote at the beneficiaries' meeting.

Facts

  • 0053 uses a market-cap-weighted approach to invest in Taiwan's electronics industry. Its holdings include major technology companies such as 台積電, 聯發科 and 台達電, with semiconductors accounting for the largest share.
  • 0053 has recently put forward proposals for a “split” and “no dividend distributions.”
  • The main purpose of a split is to lower the unit price and trading threshold.
  • The no-dividend proposal aims to keep dividends in the fund for continued reinvestment.
  • A split does not in itself generate additional returns.

Companies mentioned:元大投信、台積電、聯發科、台達電

iPhone 18 series Face ID accused of serious system flaw; Apple customer service responds

Published ・ Source Taiwan | 鉅亨網

Users have reported a serious system flaw affecting Face ID on Apple's new iPhone 18 Pro and Pro Max, causing lag and automatic restarts. Apple customer service confirmed that its engineering department is investigating. Some users have also reported a “green shadow” issue with the camera, which may be related to the variable aperture.

Facts

  • Apple confirmed a serious system flaw related to Face ID facial recognition on the iPhone 18 Pro and iPhone 18 Pro Max.
  • Apple customer service representatives said the engineering department is investigating and a system update may resolve the issue.
  • Users said the flaw can be triggered in low-light settings, when unlocking with the phone held at an angle, and when third-party apps use Face ID for payments or account logins.
  • The iPhone 18 Pro series has reportedly developed a “green shadow” issue, with green spots or halos appearing in photos or videos.
  • The “green shadow” issue is related to the new iPhone's variable aperture and is more noticeable when shooting with the wide f/1.48 aperture.

Companies mentioned:蘋果 (AAPL-US)

Smart meters can save lives! Cathay Century Insurance: Combining them with home insurance creates a two-layer home safety shield

Published ・ Source Taiwan | 鉅亨網

Cathay Century Insurance has proposed a two-layer home safety framework combining smart meter big data with home insurance. It uses AI to warn of abnormal electricity use and provides coverage for fires, typhoons and floods, and earthquakes, using technology and insurance to protect older adults at home.

Facts

  • On the 29th, Cathay Century Insurance proposed a two-layer home safety framework combining smart meter big data analysis with home insurance.
  • Plans call for deploying 4.4 million smart meters across Taiwan, with the total expected to reach 6 million by 2030.
  • Smart meters transmit electricity-use data every 15 minutes.
  • Original透過台電推行的「用電作息指標」及AI大數據分析,系統能即時判讀戶內日常用電型態。
  • Safety handrails and wheelchair ramps commonly installed in homes for older adults are covered as “fixtures and improvements” under home insurance.
  • Medical aids such as wheelchairs, walkers and electric beds are covered under “household contents.”
  • For example, insuring a building for NT$3 million and taking out NT$1.5 million in basic earthquake insurance costs an average of only about NT$1,850 a year.

Companies mentioned:台電

〈Stocks in Focus〉Infrared lens demand lifts JMO Corp.'s operations; shares rise more than 2.5% today, leading optical stocks

Published ・ Source Taiwan | 鉅亨網

Driven by growing demand for infrared lenses, JMO Corp. posted its highest monthly revenue in 13 years in August, while first-half profit exceeded the full-year total from last year. Its shares led optical stocks in gains today.

Facts

  • JMO Corp.'s August revenue was NT$556 million, the highest monthly figure in nearly 13 years.
  • JMO Corp.'s revenue totaled NT$3.495 billion from January through August 2026, up 69.57% year over year.
  • JMO Corp. posted earnings per share of NT$1.53.
  • JMO Corp.'s shares rose more than 2.5% intraday today, the largest gain among optical component stocks.
  • JMO Corp.'s new infrared lens production line in Taiwan is expected to enter mass production in the fourth quarter.
  • JMO Corp.'s main customer for automotive lenses is Magna.

Companies mentioned:大立光、亞光、中揚光、Magna

Two major “warning signs” emerge in U.S. stocks, shaking investor confidence

Published ・ Source Taiwan | 鉅亨網

Original摩根士丹利策略團隊指出美股表面強勁但內部出現兩大危險信號:市場廣度疲弱,高於200日移動平均線的標普500成分股比例從75%降至49%;大型股遭遇重挫,羅素3000指數約51%成分股至少經歷20%回檔。

Facts

  • The share of S&P 500 constituents trading above their 200-day moving averages fell from about 75% to 49%.
  • Since June, about 51% of Russell 3000 constituents have experienced a drawdown of at least 20%.
  • Narrowing market breadth reflects expectations that monetary policy will tighten further being priced in.
  • Market breadth deteriorated more noticeably after Jackson Hole.

Companies mentioned:摩根士丹利

Nangang office property prices repeatedly set new highs; 國產 headquarters nearing completion, adding momentum to asset activation

Published ・ Source Taiwan | 鉅亨網

Office property prices in Nangang have repeatedly set new highs. 國產's headquarters is nearing completion, with work expected to finish by the end of 2027. It will hold office floor space of about 46,000 ping, potentially putting the group's assets to better use.

Facts

  • Original南港商辦地產單價屢創新高,「潤泰玉成廣場」整棟近期以202.18億元成交,創下全台單一商辦大樓成交金額最高紀錄。
  • 國產's headquarters has topped out and is now in the countdown to completion by the end of 2027.
  • At the landmark development “World Pearl,” prices have reached NT$1.8798 million per ping, with the average transaction price over the past year at about NT$1.467 million per ping.
  • 華固建設 acquired the land for “Huaku Central Plaza” at NT$5.13 million per ping, making it Nangang's “new land king.”
  • Original陽明海運以總價112.2億元整棟買下「華固中央置地」。
  • 國產's headquarters site covers about 6,500 ping and includes office buildings A and B.
  • 國產's headquarters Building A is planned to have 26 floors above ground and 5 below ground.
  • 國產 currently owns about 447,000 ping of land across Taiwan.

Companies mentioned:潤泰、國產、華固建設、陽明海運、宏碁集團、聯強國際、輝達、利晉工程、福斯特聯合建築師事務所

〈Property〉Homebuying confidence rebounds in September; survey: indicator hits 98.84, an 18-month high

Published ・ Source Taiwan | 鉅亨網

National Central University's Taiwan Economic Research Center released its September 2026 Consumer Confidence Index. The indicator for the timing of home purchases stood at 98.84, up 8.81 points from the previous month and at an 18-month high. The central bank's easing of credit controls and 10 consecutive interest-rate freezes have lifted consumer confidence, with annual transaction volume forecast to edge into positive territory.

Facts

  • The “timing of home purchases” indicator stood at 98.84 in September 2026, up 8.81 points from the previous month and at a nearly 18-month high.
  • Original央行於2026年第三季理監事會議再度放寬信用管制,自然人第二戶貸款拉高到7成,並解除建商購地貸款的限期開工令。
  • The central bank decided to leave interest rates unchanged for the 10th consecutive time.
  • The index rose 8.81 points for the month, second only to the 19.5-point monthly increase in September 2020, the second-largest increase on record.
  • Taiwan stocks have climbed back above 48,000 points.
  • Full-year building sales and transfers are expected to follow a trend of a weak start followed by stabilization.

Companies mentioned:台灣房屋集團、國立中央大學台灣經濟發展研究中心

OpenAI takes on Meta Muse? Report says it will launch personal AI agent “o,” expected to debut at DevDay

Published ・ Source Taiwan | 鉅亨網

OpenAI is reportedly set to launch a persistent AI agent called “o,” expected to debut at DevDay. It aims to carry out tasks autonomously over extended periods and could be integrated with consumer AI hardware. Meta’s Muse ranked first in a JPMorgan evaluation, intensifying competition.

Facts

  • OpenAI is reportedly accelerating its push into persistent AI assistants, with the product provisionally named “o.”
  • “o” is expected to debut at DevDay, which will be held this Tuesday (the 29th).
  • “o” may be powered by a specific variant of GPT-6 Astra called “Aeon.”
  • Meta’s Muse ranked first in the JPMorgan Assistant Benchmark evaluation.
  • Muse runs in a dedicated, isolated cloud virtual machine (VM) and is equipped with its own browser.
  • OpenAI is expected to announce a ChatGPT Pro Max subscription plan at DevDay, with a monthly fee that could reach $500.

Companies mentioned:Meta、OpenAI、Cerebras

Economic growth hits a half-century high, but that is not the Taiwan most people know

Published ・ Source Taiwan | 鉅亨網

Taiwan’s economic growth has reached a half-century high, but resources are concentrated in semiconductors. The author calls for patient capital to fill funding gaps in education, the environment, the humanities and startups.

Facts

  • Economic growth reached 12.92% in the second quarter of 2025 and totaled 13.72% in the first half, the highest level since 1976.
  • The electronics and information and communications technology industries account for just 7.7% of Taiwan’s employed population.
  • 台積電 alone accounts for about 42% of the Taiwan stock market’s capitalization, and its electricity consumption in 2025 is equivalent to about 10.2% of Taiwan’s annual electricity use.
  • Original2024年創投參與投資件數減少近15%,海外投資人減少35%,國發基金參與件數增加三成。
  • Taiwan-listed ETFs reached NT$7.5 trillion in assets in early August 2025, up NT$3.6 trillion this year, with more than 18.5 million beneficiaries.
  • Over the past five years, enrollment in language-gifted programs at senior high schools across Taiwan fell by 41%, from 907 students to 531.
  • The hourly pay cap for care workers in commissioned social welfare projects is NT$200, while the market rate is NT$250 to NT$500.

Companies mentioned:台積電、中國信託、政治大學、國發基金、KPMG

He left the house to his ex-wife and kept the NT$25 million mortgage! A cardiac surgeon’s financial reset after divorce

Published ・ Source Taiwan | 鉅亨網

After his divorce, cardiac surgeon Liheng took sole responsibility for a NT$25 million mortgage and family obligations. With help from 永誠資產管理處, he reorganized his finances into three tiers: family obligations, children’s education and retirement savings, while rebalancing his overly concentrated biotechnology investments.

Facts

  • When Liheng divorced, he left the house to his ex-wife and their two children, while continuing to pay the remaining NT$25 million mortgage.
  • Liheng is a cardiac surgeon whose income is higher than that of most salaried workers.
  • Liheng holds several funds, but his investments are heavily concentrated in the biotechnology industry.
  • Liheng first encountered 永誠資產管理處 at a medical technology exhibition.
  • Liheng’s financial plan has three tiers: family obligations, children’s education and retirement savings.
  • Liheng’s retirement savings have been set aside separately and no longer depend on earning more for a few additional years in the future.

Companies mentioned:永誠資產管理處

Samsung Electronics challenges 台積電: foundry customers to reach about 4 times the 2017 level by 2029

Published ・ Source Taiwan | 鉅亨網

Samsung Electronics announced that its foundry customer base would grow from the 2017 baseline to about 4 times that level by 2029, with a target of HPC revenue accounting for 66%, directly challenging 台積電’s AI foundry business.

Facts

  • Samsung Electronics foundry business executive Lu Meizhen said that, using 2017, when the business first became a separate legal entity, as the baseline, its customer base has now grown to about 3 times that level.
  • Samsung Electronics expects its customer base to reach about 4 times that level by 2029.
  • HPC-related revenue accounted for just 5% of Samsung Electronics’ revenue in 2017, but has now risen to 28%.
  • Samsung Electronics aims to raise HPC’s share of revenue to 66% by 2029.
  • Demand for AI accelerators, server CPUs, GPUs and related advanced nodes is at the center of foundry orders.
  • Samsung will offer HPC customers processes below 5 nanometers, advanced GAA processes and advanced packaging together.
  • Industry insiders say Samsung’s foundry business has historically relied on its own phones and some external mobile chips for customers.
  • Key factors going forward include the 2-nanometer GAA mass-production timeline, yields for the SF2/SF3 series, the number of multi-customer tape-outs, and the ability to secure orders through coordinated HBM, CXL and advanced packaging offerings.

Companies mentioned:台積電

Samsung speeds up construction of P5 wafer fab, bringing equipment installation forward to Q2 next year

Published ・ Source Taiwan | 鉅亨網

Original三星電子加速興建平澤第五園區(P5)首條量產生產線,將設備進廠時間提前至明年第二季,以應對AI記憶體需求激增。

Facts

  • Original三星電子正加速興建平澤第五園區(P5)首條量產生產線(Ph1),正與核心設備廠商協商將該生產線設備安裝節點提前,從原定明年第三季提前至明年第二季。
  • Original一期設備安裝預計明年5、6月啟動,二期NAND快閃記憶體投資方案也正在研討。
  • OriginalP5是三星電子在韓國本土投建的下一代大型晶圓廠,瞄準AI記憶體需求,目標是2028年投產。
  • Phase 1, Ph1, is planned to produce DRAM and high-bandwidth memory (HBM); Phase 2, Ph2, is still under discussion and could become a tenth-generation NAND flash production line.
  • Original三星電子計劃明年5月或6月啟動P5 Ph1設備進廠,而非原定7至8月。
  • Original三星電子正與合作廠商探討把P5Ph2建設為NAND產線。
  • Delivery times for key components of semiconductor manufacturing equipment have more than doubled, leaving the industry facing supply shortages.

Companies mentioned:三星電子、SK海力士

From $2.5 billion to $1 trillion! Lisa Su leads AMD to a legendary rise as finance commentator sees agentic AI boom ahead

Published ・ Source Taiwan | 鉅亨網

AMD shares surged nearly 13% last week, briefly pushing its market value above $1 trillion. Jim Cramer sees agentic AI driving CPU demand and says AMD remains a leader in the CPU market, with its rally not yet over. Since Lisa Su took over in 2014, she has increased the company’s market value from $2.5 billion to nearly $1 trillion.

Facts

  • AMD (AMD-US) shares surged nearly 13% last week, briefly pushing its market value above $1 trillion.
  • AMD shares have surged nearly 30% since September.
  • When Lisa Su took over as CEO in October 2014, AMD’s market value was just above $2.5 billion.
  • AMD remains a leader in the CPU market.
  • AMD has secured major GPU orders from Meta and OpenAI.

Companies mentioned:Meta、OpenAI、NVIDIA

Original台灣9月CCI創一年半新高 投資股票信心大回神

Published ・ Source Taiwan | 鉅亨網

National Central University’s Taiwan Economy Development Research Center reported a consumer confidence index of 68.77 points for September, up 3.76 points from the previous month and the highest since April last year. All six indicators rose, with confidence in the timing of stock investment surging, reflecting a rebound in Taiwan stocks and renewed confidence among retail investors.

Facts

  • Taiwan’s September consumer confidence index (CCI) was 68.77 points, up 3.76 points from the previous month and the highest since April last year.
  • All six survey indicators rose.
  • The survey indicator for “the timing of investing in stocks over the next six months” came in at 35.42 points, up 7.7 points for the month and the highest since November last year.
  • The indicator for “the domestic economic climate over the next six months” was 87.02 points, up 5.82 points for the month and the highest since March last year.
  • The “timing of purchasing real estate” indicator was 98.84 points, up 8.81 points for the month and the highest since April last year.
  • The survey indicator for “price levels over the next six months” was 37.05 points, up 0.48 points for the month and the highest since March.

Original漢翔無人機反制系統參與靖安15期演練 拓國產應用領域

Published ・ Source Taiwan | 鉅亨網

漢翔’s self-developed counter-drone system took part in the Ministry of Justice Agency of Corrections’ final inspection event for the formation of the 15th Jing’an Team. A scenario involving countering external drones was incorporated into a prison security exercise, demonstrating the practical capabilities of domestically developed counter-drone technology.

Facts

  • 漢翔 supported the Ministry of Justice Agency of Corrections’ final inspection event for the formation of the 15th Jing’an Team with its self-developed “counter-drone system.”
  • Original漢翔無人機反制系統提供即時追蹤與蒐證功能,並透過「軟殺」方式對外來無人機進行驅離。
  • Original漢翔無人機反制系統的防禦距離最遠達5公里。
  • Original漢翔無人機反制系統適用於國家關鍵基礎設施、重要人物和大型活動等場域的空域安全防護。
  • Original漢翔無人機反制系統為100%「非紅供應鏈」。
  • Original漢翔無人機反制系統採開放式架構,依客戶需求進行功能配置。
  • Original漢翔無人機反制系統於去年台北航展正式發表。

Companies mentioned:漢翔

Original美債殖利率升破5% 富國銀行:應回歸60/40股債配置

Published ・ Source Taiwan | 鉅亨網

Original富國銀行指出,因十年期美債殖利率升破5%,投資人股票配置過高,建議回歸60/40股債配置。債券吸引力提升,美國銀行建議第四季做多債券。

Facts

  • Original富國銀行策略師表示,過去多年來債券在投資人組合中競爭力偏弱的時期,正走向快速且可能痛苦的終結。
  • Investors currently allocate about 72% of their funds to stocks, the highest level since 1969.
  • The 十-year U.S. Treasury yield has climbed above 5%.
  • Original富國銀行首席股票策略師Ohsung Kwon表示,目前的股票配置並未反映出5%無風險利率的世界。
  • Stocks account for 49% of total U.S. household financial assets, a record high.
  • Original美國銀行投資策略師Anya Shelekhin建議投資人可在第四季做多債券。

Companies mentioned:富國銀行、美國銀行、Empower

Major positive news! China’s 八 departments jointly issue a document

Published ・ Source Taiwan | 鉅亨網

The People’s Bank of China and seven other departments jointly issued the Guiding Opinions on Financial Support for Expanding Capacity and Improving Quality in the Services Sector, putting forward 19 measures aimed at addressing financing difficulties for asset-light businesses, boosting financial support for the services sector and promoting high-quality development.

Facts

  • The People’s Bank of China and seven other departments jointly issued the Guiding Opinions on Financial Support for Expanding Capacity and Improving Quality in the Services Sector.
  • The Opinions put forward 19 practical work measures.
  • The Opinions call for financial institutions to move away from the traditional approach of prioritizing heavy assets and collateral in financing support.
  • The Opinions emphasize the need to build a multilayered service system.
  • The Opinions call for improving financial services for consumer services.
  • The People’s Bank of China will work with relevant departments to strengthen policy transmission.

Taiwan Steel Union ranks among the world’s top 3 dust-ash recycling plants and receives UL 2799’s highest-level zero-waste-to-landfill certification

Published ・ Source Taiwan | 鉅亨網

Taiwan Steel Union announced that it has become one of the world’s top 3 dust-ash recycling plants and obtained UL 2799 Platinum certification, achieving a zero-waste, fully circular operation.

Facts

  • Taiwan Steel Union has become one of the world’s top 3 dust-ash recycling plants.
  • Taiwan Steel Union has obtained UL 2799’s highest-level “Platinum” certification for zero waste to landfill.
  • Taiwan Steel Union’s single-plant processing capacity ranks among the world’s top 3 dust-ash resource recycling plants.
  • Taiwan Steel Union’s chairman is Lin Tsai-hsiang.
  • Taiwan Steel Union established its subsidiary 台鋼資源.
  • Taiwan Steel Union revenue for January-June 2026 was NT$1.282 billion.
  • Taiwan Steel Union’s gross margin for January-June 2026 was 58.3%.
  • Taiwan Steel Union’s after-tax net profit for January-June 2026 was NT$486 million.

Companies mentioned:台鋼資源

Iran’s “7-day plan” back on the negotiating table? U.S. and Iran may meet with mediators; Mojtaba says era of Western interference is over

Published ・ Source Taiwan | 鉅亨網

Diplomatic contacts between the U.S. and Iran over the Strait of Hormuz and nuclear issues have taken a new turn, with mediators including Qatar pushing for the two sides to resume communication indirectly. A revised version of Iran’s “7-day plan” could be a key topic of discussion. Iran’s supreme leader stressed that the country is independent and strong, while U.S. military personnel were injured in an attack in the Strait of Hormuz, underscoring the continued risk of military confrontation.

Facts

  • Qatari mediators are expected to meet separately with Iranian Foreign Minister Araghchi and U.S. representatives on the 28th or 29th local time.
  • Iran’s proposal includes ending hostilities in Iran and Lebanon, unfreezing tens of billions of dollars in Iranian assets, lifting sanctions on Iranian oil, and ending the U.S. blockade of Iranian ports.
  • U.S. President Trump publicly rejected Iran’s proposal on the 26th.
  • In an interview on the 27th, Araghchi said Iran was puzzled by the U.S. rejection of the “7-day plan.”
  • A vessel carrying U.S. military personnel was attacked by an Iranian cruise missile in the Strait of Hormuz on the 14th of this month, injuring 8 Marines.
  • Iran’s Supreme Leader Mojtaba said the era of Western powers interfering in Iran’s affairs, which its enemies are trying to restore, is over.
  • Iran Civil Aviation Organization head Shahrudi said Iran has filed a formal complaint with the International Civil Aviation Organization (ICAO) over U.S. flight restrictions imposed on Iran.

Tsann Kuen targets opportunities from 2027 energy-efficiency rules, joins forces with major brands to drive second-half business

Published ・ Source Taiwan | 鉅亨網

In response to new energy-efficiency rules in 2027, Tsann Kuen will launch its Mid-Autumn Festival refrigerator and washing machine event on September 30, offering discounts such as 8折 off or more on top-tier energy-efficient refrigerators and washing machines. Partnering with major brands to capture replacement demand, it hopes to expand market share and boost second-half results.

Facts

  • Tsann Kuen will launch its Mid-Autumn Festival family reunion refrigerator and washing machine promotion at stores across Taiwan on September 30.
  • Original燦坤祭出一級能效冰箱與洗衣機8折起等8重優惠
  • The government is offering energy-saving subsidies of up to NT$5,000 and a reduction in commodity tax.
  • Tsann Kuen has brought together brands including Panasonic, HITACHI, LG, SAMPO, Whirlpool, CHIMEI, TOSHIBA and SHARP.
  • Tsann Kuen offers next-day installation for purchases made today in designated areas.
  • Tsann Kuen is increasing average transaction value through exclusive instant-discount coupons for app members and installment rewards on co-branded cards.

Companies mentioned:Panasonic、HITACHI、LG、SAMPO、Whirlpool、CHIMEI、TOSHIBA、SHARP

Japan | EDINET 金融庁開示(16)

[TISI株式会社] Amended Securities Report — 18th Term (2025/04/01–2026/03/31)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

[全共連第4回劣後ローン流動化株式会社] Securities Report (Domestic Asset-Backed Securities) — 1st Term (2025/07/31–2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

全共連第4回劣後ローン流動化株式会社 filed a securities report for its 1st term. It reported a net loss of 63,757 thousand yen for the period and total assets of 51,472,421 thousand yen. It acquired loan receivables of 50,000,000 thousand yen and issued corporate bonds worth 50,000,000 thousand yen. It raised 1,147,000 thousand yen through preferred shares.

Facts

  • The net loss for the period was 63,757 thousand yen.
  • Purchased loan receivables amounted to 50,000,000 thousand yen.
  • Proceeds from the issuance of corporate bonds amounted to 50,000,000 thousand yen.
  • Proceeds from the issuance of preferred shares amounted to 1,147,000 thousand yen.

[株式会社WOLVES HAND] Securities Report — 8th Term (2025/07/01–2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

Original【新中糖産業株式会社】有価証券報告書-第67期(2025/07/01-2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

Facts

  • The company had 4 employees

[株式会社Birdman] Securities Report — 14th Term (2025/07/01–2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

株式会社Birdman filed a securities report for its 14th term. Sales were 290 million yen, and its final loss was 1.53 billion yen.

Facts

  • The net loss attributable to owners of the parent for the 14th term was 1,525,543 thousand yen

Original【株式会社インサイト】有価証券報告書-第52期(2025/07/01-2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

Original【北部製糖株式会社】有価証券報告書-第67期(2025/07/01-2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

Original【各務原開発株式会社】有価証券報告書-第53期(2025/07/01-2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

各務原開発株式会社 filed a securities report for its 53rd term. Sales were 67.2 million yen, ordinary profit was 188,000 yen, and the net loss for the period was 1.028 million yen. Net assets remained negative by more than 1.7 billion yen, leaving the company in insolvency.

Facts

  • The net loss for the period was 1,028 thousand yen
  • Net assets totaled negative 1,765,850 thousand yen
  • The company had 1 employee

Original【オーミケンシ株式会社】有価証券報告書-第161期(2025/04/01-2026/03/31)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

Original【株式会社ニヤクコーポレーション】有価証券報告書-第109期(2025/07/01-2026/06/30)

Published ・ Source Japan | EDINET 金融庁開示

The summary of this item is not shown

[Mitsui Sumitomo Trust Asset Management Co., Ltd.] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 26th Period (2025/07/01–2026/06/29)

Published ・ Source Japan | EDINET 金融庁開示

三井住友トラスト・アセットマネジメント filed a securities report for an investment trust. Net assets for the 26th fiscal period (2025/7/1–2026/6/29) were 15.57 billion yen, and net income for the period was 5.08 billion yen, a substantial increase from the previous period.

Facts

  • Original三井住友トラスト・アセットマネジメント株式会社が有価証券報告書を提出した。
  • The period covered runs from July 1, 2025, to June 29, 2026.
  • The fund pursues growth over the medium to long term through active management.

[HSBCアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 20th fiscal period (2025/07/01–2026/06/29)

Published ・ Source Japan | EDINET 金融庁開示

HSBCアセットマネジメント filed a securities report for its 20th fiscal period. The fund invests in Brazilian, Indian and Chinese stocks, and its return for the period improved from the previous period to 17.1%.

Facts

  • OriginalHSBCアセットマネジメント株式会社が有価証券報告書を提出した。
  • The period covered runs from July 1, 2025, to June 29, 2026.
  • The fund invests in stocks in Brazil, India and China.
  • The return for the 20th accounting period was 17.1%.
  • Ordinary income for the period was 561,530,219 yen.
  • Total net assets at the end of the period were 3,535,330,516 yen.

[大和アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 10th fiscal period (2025/07/08–2026/07/06)

Published ・ Source Japan | EDINET 金融庁開示

大和アセットマネジメント filed a securities report for an investment trust. Net assets for the 10th fiscal period were approximately 32.87 billion yen, and net income for the period was approximately 4.67 billion yen.

Facts

  • 大和アセットマネジメント株式会社 filed a securities report.
  • The period covered is from July 8, 2025, to July 6, 2026.
  • The fund invests in bonds denominated in emerging-market currencies.
  • The fund aims to track the movements of the J.P. Morgan Government Bond Index—Emerging Markets Global Diversified (yen-converted).

Companies mentioned:大和アセットマネジメント株式会社

[Nomura Asset Management Co., Ltd.] Securities report (beneficiary certificates of domestic investment trusts) — 19th fiscal period (2025/07/16–2026/07/15)

Published ・ Source Japan | EDINET 金融庁開示

野村アセットマネジメント filed a securities report for its 19th fiscal period. Net assets rose to more than 24.8 billion yen, and net income for the period was approximately 12.98 billion yen. The listed investment trust tracks TOPIX-17 Banks.

Facts

  • The filer is Nomura Asset Management Co., Ltd.
  • The period covered is from July 16, 2025, to July 15, 2026.
  • Total net assets at the end of the period were 25,420,921,595 yen.
  • Net income for the period was 12,983,634,678 yen.
  • The fund aims to achieve investment results that track TOPIX-17 Banks (including dividends).
  • Redemptions in cash are not available.

[野村アセットマネジメント株式会社] Securities report (beneficiary certificates of domestic investment trusts) — 19th fiscal period (2025/07/16–2026/07/15)

Published ・ Source Japan | EDINET 金融庁開示

野村アセットマネジメント filed a securities report for a TOPIX-17 Financials (Excluding Banks)-linked ETF. Operating revenue for the period was 5.516 billion yen and ordinary income was 5.466 billion yen, both substantially higher than in the previous period. Net assets expanded to 15.618 billion yen.

Facts

  • The filer is 野村アセットマネジメント株式会社
  • The period covered is from July 16, 2025, to July 15, 2026.
  • The fund aims to achieve investment results that track TOPIX-17 Financials (Excluding Banks) (including dividends).

Companies mentioned:野村アセットマネジメント株式会社

[Nomura Asset Management Co., Ltd.] Securities report (beneficiary certificates of domestic investment trusts) — 19th fiscal period (2025/07/16–2026/07/15)

Published ・ Source Japan | EDINET 金融庁開示

野村アセットマネジメント filed a securities report for an investment trust. For the period, operating revenue was 5.75 billion yen and ordinary income was 5.67 billion yen, marking a return to profitability. Net assets rose to 41.4 billion yen.

Facts

  • The fund invests only in stocks of companies included in TOPIX-17 Trading Companies & Wholesalers (including dividends).
  • Redemptions in cash are not available.

Taiwan | Heho健康(4)

Blood pressure fluctuating? Cardiologist warns: Watch out for 7 measurement blind spots - Heho健康

Published ・ Source Taiwan | Heho健康

Doctors warn that a single blood pressure reading at a clinic may not be accurate. The key to truly reflecting cardiovascular health is consistently following “722 home blood pressure monitoring” and watching out for measurement blind spots.

Facts

  • Soaring to 160
  • 722 home blood pressure monitoring

Breaking with conventional wisdom! Heart failure is a systemic inflammatory imbalance and “should be included in whole-body cancer prevention management” - Heho健康

Published ・ Source Taiwan | Heho健康

Conventional wisdom holds that heart failure is the endpoint of cardiovascular disease, but major international medical studies in recent years have shown that it is closely linked to cancer and should be included in whole-body cancer prevention management.

Has an older loved one changed? Warning signs of “frontotemporal dementia”! Families can develop communication strategies for “working together” - Heho健康

Published ・ Source Taiwan | Heho健康

Most people associate dementia with memory loss, but early symptoms of frontotemporal dementia include impaired social skills and emotional interpretation, such as not understanding jokes or becoming irritable. Families need to develop communication strategies.

Companies mentioned:Heho健康

Stroke isn’t just a high blood pressure problem! An erratically beating heart can become a clot factory; “understanding your heartbeat” can protect the brain - Heho健康

Published ・ Source Taiwan | Heho健康

According to Ministry of Health and Welfare statistics, heart disease and cerebrovascular disease are among the leading causes of death in Taiwan. Many mistakenly believe strokes are caused only by high blood pressure or hardened arteries, overlooking the risk of blood clots caused by arrhythmias such as atrial fibrillation.

Facts

  • Taiwan’s top 十 causes of death over the years

Taiwan | 環球生技月刊(2)

Original藥華藥完成收購予宇生技 強化RNA藥物、體內CAR-T技術布局-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

Original藥華藥完成收購予宇生技全部股權,強化RNA藥物及體內CAR-T技術布局。

Facts

  • Approximately NT$168 million

Companies mentioned:藥華藥、予宇生技

Original醣基(6586)預防性細菌性疫苗一期臨床期中分析:成果正向-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

醣基(6586)’s preventive bacterial vaccine CHO-V08 has received a positive interim analysis report from the CRO on its Phase I human clinical trial.

Facts

  • 6586
  • 115/09/24
  • 16:00:16
  • 02-26558059

Companies mentioned:醣基、環球生技月刊

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