AI News 180m Report｜2026-09-30 09:00–12:00 JST｜Page 14 of 14https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.htmlOne place for news and notices from 2 countries/regions: Japan, 1205 items from 2 sources; Taiwan, 126 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.en Whose health insurance should retired parents be listed under to save the most? Expert reveals a “money-saving formula”: choosing the wrong person can cost several thousand more per month, and most families get it wrong.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112069https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112069Wed, 30 Sep 2026 08:56:44 +0900Taiwan風傳媒The article explains the rules and money-saving tips for retired seniors to be covered as dependents under health insurance. It says spouses and children have equal first priority, so families can choose freely, and recommends listing parents under a lower-paid child to save premiums. It also notes the rule that no additional premium is charged for more than 3 dependents. Commentary: Trump talks up the Flying Tigers, but who will help find the “Republic of China”?https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112070https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112070Wed, 30 Sep 2026 08:10:00 +0900Taiwan風傳媒Trump's mention of World War II history during his talks with Xi Jinping sparked concern that the history of the Republic of China is being marginalized. The article criticizes the Democratic Progressive Party's de-Sinicization policies for causing Taiwan to lose its voice, and says Japan was snubbed for following U.S. strategy. Green energy and environmental protection firm 台灣碳梭科技 to begin trading on the Taipei Exchange Go Incubation Board on 10/1https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113101https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113101Wed, 30 Sep 2026 10:53:21 +0900Taiwan鉅亨網The Taipei Exchange announced that green energy and environmental protection firm 台灣碳梭科技(7433-TW) will be listed on the Go Incubation Board on October 1. The company has developed carbon-composite technology to efficiently extract precious metals from electronic waste, advancing urban mining and sustainable resource use. Taiwan stocks open: heavyweight electronics stocks rebound, panel makers lend support; rally 700 points to reclaim two key levelshttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113102https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113102Wed, 30 Sep 2026 10:52:10 +0900Taiwan鉅亨網台股30日在電子權值股與面板雙虎帶動下大漲700點，突破4萬8千點關卡。 Embracing Europe's latest trend, Phoenix joins forces with more than 10 travel firms to offer luxury river cruiseshttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113103https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113103Wed, 30 Sep 2026 10:48:19 +0900Taiwan鉅亨網Phoenix Tours announced that it is joining EVA Air's “Europe Charm” lineup, combining Uniworld river cruises with sales channels from 13 companies to expand Taiwan's luxury river-cruise market. U.S.-Iran tensions unresolved and U.S. rate-hike expectations rise; buying picks up for 6 high-yield bond ETFs over nearly 2 weekshttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113104https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113104Wed, 30 Sep 2026 10:46:22 +0900Taiwan鉅亨網Global stock markets have been roiled by geopolitical risks and rate-hike expectations, making high-yield bond ETFs a safe haven. Over the past 2 weeks, assets and outstanding units rose for 6 related ETFs. Taishin U.S. High Yield Bond (00989B) posted the strongest performance, and 台新投信 recommends defensive allocations that take advantage of its short duration and high coupon yield. Iran says it has captured another U.S. unmanned underwater vehicle as underwater standoff escalateshttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113105https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113105Wed, 30 Sep 2026 10:46:04 +0900Taiwan鉅亨網Iran's Revolutionary Guard said it captured a U.S. military Remus 600 unmanned underwater vehicle in the Strait of Hormuz. This is the second such incident recently, escalating the underwater confrontation between the two sides. Number of Japanese companies in China plunges nearly 30%https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113106https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113106Wed, 30 Sep 2026 10:28:52 +0900Taiwan鉅亨網A survey by 帝國數據銀行 found that, as of June this year, the number of Japanese companies operating in China had fallen to 10,118, down nearly 30% from the 2012 peak. Deteriorating Japan-China ties, restrictions on rare earths and price competition were the main reasons for their withdrawal. Are Americans changing their views on China? Support for cooperation rises to 57% in 2 yearshttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113107https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113107Wed, 30 Sep 2026 10:10:04 +0900Taiwan鉅亨網Several polls show Americans' views of China warming, with support for cooperation rising to 57% and unfavorable views falling to 54%. The shift is influenced by younger generations' perceptions, reflection on the trade war and anxiety about the United States' global standing, reflecting changing geopolitical dynamics. Russia's military spending to reach 17.1 trillion rubles next year, up nearly 30%https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112442https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112442Wed, 30 Sep 2026 10:03:53 +0900Taiwan鉅亨網Russian government documents show that defense spending is planned to rise to 17.1 trillion rubles in 2027, the highest since the war began. Total defense spending over the next 3 years is set to reach 50 trillion rubles, while the projected 2026 budget deficit is raised to 3.2% of GDP. The government plans to fill the fiscal gap by imposing a windfall tax on the metals and mining industry. Muse takes aim at Apple’s ecosystem as AI agents threaten to siphon revenue from the App Store and services.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112443https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112443Wed, 30 Sep 2026 09:57:20 +0900Taiwan鉅亨網Meta’s AI agent Muse has quickly drawn market attention, and its ability to carry out tasks has fueled Wall Street concerns about lost revenue for Apple’s services business. BofA Securities analysts say AI agents could alter how value is distributed across the digital value chain, and Apple needs to accelerate Siri AI development and leverage its privacy advantage in response. Samsung executive: HBM to account for nearly 30% of global DRAM capacity next year, putting traditional DRAM supply under pressure.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112444https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112444Wed, 30 Sep 2026 09:47:09 +0900Taiwan鉅亨網A Samsung executive forecasts HBM’s share of capacity will rise to 30% next year, squeezing traditional DRAM supply. TrendForce raised its forecast for HBM price increases in 2027 to 121% and said 8-layer HBM will become the market’s mainstream option due to cost considerations. From 373.9 to 478.6 trillion! Chip boom sends South Korea’s tax revenue soaring 28% in a year, setting a new 2022 record.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112445https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112445Wed, 30 Sep 2026 09:40:56 +0900Taiwan鉅亨網南韓政府宣布受半導體超級週期帶動，今年稅收預計達478.6兆韓元創新高。三星與SK海力士獲利暴增，政府擬設立未來基金以轉化為長期成長動能。 U.S.-Iran nuclear talks hit another impasse! Trump says Iran will “eventually give in” as the UAE accelerates its “Zero Hormuz” strategy.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112446https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112446Wed, 30 Sep 2026 09:40:04 +0900Taiwan鉅亨網U.S.-Iran nuclear talks have stalled over differences in terms, and Trump hinted that military action could resume. The UAE is accelerating its “Zero Hormuz” strategy, planning to invest heavily in alternative ports to avoid risks associated with the Strait of Hormuz. U.S. moves to curb oil prices ahead of election, releases 40 million barrels from reserves and urges Europe to follow.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112447https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112447Wed, 30 Sep 2026 09:33:37 +0900Taiwan鉅亨網The U.S. Department of Energy announced the release of up to 40 million barrels of crude from the Strategic Petroleum Reserve, the final tranche of an International Energy Agency-coordinated effort. The move aims to address surging oil prices and political pressure ahead of the midterm elections, while pressing European countries to honor their release commitments. Will Apple’s new CEO have to cut jobs? Rising memory chip costs add pressure.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112448https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112448Wed, 30 Sep 2026 09:30:07 +0900Taiwan鉅亨網Apple’s incoming CEO Ternus is considering layoffs to cope with soaring memory costs. Cook has described prices as a century-scale flood, and supply chain constraints are expected to persist through 2027. 【Glorious October rally】Ready to take off? 信驊, 奇鋐, 聯亞... Which will be the next multibagger?https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112449https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112449Wed, 30 Sep 2026 09:22:58 +0900Taiwan鉅亨網Analyst Jiang Guozhong of 摩爾投顧 analyzed the Taiwanese stock market outlook for the fourth quarter, saying the long-term AI trend remains intact. He recommended watching three key signals—technical indicators, capital flows and fundamentals—and suggested 5 niche AI stocks, including 信驊 and 奇鋐, for investors to accumulate on dips. After more than half a century on the tech show stage, SONY confirms it will skip CES 2027.https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112450https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112450Wed, 30 Sep 2026 09:20:02 +0900Taiwan鉅亨網 Qatar has worked tirelessly to mediate, but neither the U.S. nor Iran is budging. Could Trump wait until after the election to settle the score?https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112451https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112451Wed, 30 Sep 2026 09:10:33 +0900Taiwan鉅亨網Qatar-mediated U.S.-Iran diplomatic talks have stalled, with neither side yielding on the nuclear issue or the maritime blockade. The U.S. is assessing whether Trump may resume military operations after the election, while Iran is demanding that Washington return to the framework of the June memorandum. The Fed has never raised rates in October before an election in its 35-year history! 瑞銀: This time may be no differenthttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112452https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112452Wed, 30 Sep 2026 09:06:10 +0900Taiwan鉅亨網瑞銀 analyst Simon Penn said markets are overestimating the odds of a Fed rate hike in October, recommending reducing bets and shorting long-dated bonds. Rising Treasury yields are weighing on equity valuations, while less-sensitive sectors such as semiconductors are favored. Key U.S. Stock Market News Summary, September 30, 2026https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112006https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112006Wed, 30 Sep 2026 09:00:05 +0900Taiwan鉅亨網U.S. stock market news on September 30, 2026, focused on moves by technology giants and macroeconomic signals. Trump is reshaping the AI narrative, with Nvidia, Apple and AMD each announcing major strategic changes, while Fed officials signal that tight monetary policy will continue. Fed三把手喊「不急」 美10月升息機率摔回五成https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112007https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112007Wed, 30 Sep 2026 08:50:03 +0900Taiwan鉅亨網紐約聯準銀行總裁威廉斯暗示Fed無急迫性在10月再次升息，導致市場對10月升息機率預期降至約50%。 Two major deals in a month! 三星電機 lands 1.35兆 won in AI server MLCC orders, locking up capacity through the end of 2027https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112008https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112008Wed, 30 Sep 2026 08:45:16 +0900Taiwan鉅亨網三星電機 announced on September 29 that it had signed a supply agreement worth more than 2850億 won for AI server MLCCs and inductors with a major global company. It is the company’s second major deal in a month, with order visibility extending through the end of 2027, reflecting that AI server MLCC capacity has already been booked through 2027. OpenAI seeks to raise at least $300億, with valuation reaching $1.4兆https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112009https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112009Wed, 30 Sep 2026 08:44:09 +0900Taiwan鉅亨網OpenAI 擬新一輪融資至少 300 億美元，估值上看 1.4 兆美元。執行長阿特曼表示今年暫緩 IPO，以利 AI 安全工作推進。 U.S. midterms may be a concern for AI bulls! Anti-data-center sentiment is rising, putting AI stocks and the S&P 500 at regulatory riskhttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112010https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112010Wed, 30 Sep 2026 08:40:03 +0900Taiwan鉅亨網The U.S. midterm elections are set for November 3. Although technology stocks have outperformed the broader market on the back of AI enthusiasm, growing anti-AI and anti-data-center sentiment could trigger local and state-level regulatory risks, threatening AI expansion and affecting related companies’ earnings. Muse rattles consumer stocks! Cramer says some unfairly punished stocks are worth watchinghttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112011https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112011Wed, 30 Sep 2026 08:30:04 +0900Taiwan鉅亨網Meta’s launch of its AI agent Muse has raised concerns about share-price declines among companies benefiting from consumer habits. Cramer and analysts say the market reaction has been excessive and that some stocks offer investment value. SpaceX rises after TD Cowen assigns Buy rating, sees AI computing becoming a major revenue sourcehttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112012https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112012Wed, 30 Sep 2026 08:20:02 +0900Taiwan鉅亨網 Lip-Bu Tan: 台積電 is a partner, not a competitor; there is no need to get caught up in zero-sum competitionhttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112013https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112013Wed, 30 Sep 2026 08:12:47 +0900Taiwan鉅亨網英特爾 CEO Lip-Bu Tan said in an interview that 台積電 is a key customer and partner, not a competitor. He hopes 英特爾’s foundry business will succeed in meeting AI capacity demand and stressed that the industry should avoid zero-sum competition and work together to serve customers. SpaceX’s next growth engine! Analyst: This “AI computing power” bet will account for 65% of total revenue, with a price target as high as $235https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112014https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3112014Wed, 30 Sep 2026 08:10:02 +0900Taiwan鉅亨網TD Cowen and 德意志銀行 have both given SpaceX “Buy” ratings, citing growth momentum in its AI computing rental business and forecasting that AI computing will account for 65% of SpaceX’s total revenue in 2028. New hope for elderly patients with degenerating surgical bioprosthetic heart valves to avoid a second operation: transcatheter valve-in-valve procedures, explained for the aortic and mitral valves in an illustrated guide by a cardiovascular surgeonhttps://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113537https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113537Wed, 30 Sep 2026 09:30:00 +0900Taiwan照護線上Professor Chen Shao-wei of 林口長庚 says transcatheter valve-in-valve procedures can be used for the aortic and mitral valves. They offer the advantages of avoiding open-chest surgery, causing less trauma and enabling faster recovery, and are covered by national health insurance for some high-risk groups. 每天 5 千步不如快走 3 千步！大忙人的 30 分鐘微喘養生法，省時還能防失智 - Heho健康https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113617https://ainews.idaeo.ai/180m/20260930-09/index-en-p14.html#n3113617Wed, 30 Sep 2026 11:00:00 +0900TaiwanHeho健康A new study in the British Journal of Sports Medicine says walking speed matters more than step count. Briskly walking 3,000 steps a day can reduce the risk of death by 28%, and the study recommends pairing it with 90-120 minutes of resistance training per week.