AI News 180m Report｜2026-10-01 15:00–18:00 JST｜Page 9 of 9https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.htmlOne place for news and notices from 2 countries/regions: Japan, 648 items from 2 sources; Taiwan, 182 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.en 智邦 Breaks Ground on New Building, Partners with Hsinchu County Government to Boost AI Innovation and Industry Clusterhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136110https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136110Thu, 01 Oct 2026 15:37:32 +0900Taiwan鉅亨網智邦(2345-TW) held a groundbreaking ceremony for a new building in Industry Zone 2 of the Hsinchu County AI Smart Park, hosted by Chairman Huang Kuo-hsiu. The move marks the park’s development entering a stage of hardware and software integration, with the aim of improving commercial and residential amenities. 〈台股盤後〉台積電、聯發科尾盤拉抬 上漲413點收最高48353點https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136111https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136111Thu, 01 Oct 2026 15:36:56 +0900Taiwan鉅亨網Taiwan stocks fluctuated higher today, led by heavyweight electronics shares. The TAIEX rose 413.36 points to close at 48,353.49, regaining the 48,000-point level. Passive component stocks performed strongly amid brisk shipments, with 國巨 and 華新科 limit-up; total market turnover reached NT$837.4 billion. Green Energy Market Shake-Up: Only 2 Offshore Wind Farms Apply for Phase 3-3; Deputy Minister Lai Chien-hsin Reveals the Reasonshttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136112https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136112Thu, 01 Oct 2026 15:36:13 +0900Taiwan鉅亨網Only 2 applications were submitted by the deadline for the R3.3 offshore wind project selection, reflecting a cautious market response. Vice Economics Minister Lai Chien-hsin acknowledged that inflation and financing conditions had made developers cautious. The government will conduct a rigorous review, aiming to complete the selection by the end of 2026 and ensure grid connections in 2030-2031. Anthropic validation! China's most powerful model, Zhipu GLM-5.3: Its open-source cybersecurity capabilities are only 4 months behind advanced US modelshttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136113https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136113Thu, 01 Oct 2026 15:30:06 +0900Taiwan鉅亨網Anthropic released a security assessment of China's Zhipu GLM-5.3 model on Sept. 29, confirming that it has vulnerability exploitation capabilities approaching those of advanced US models and highlighting risks in the model's safeguards. AI demand surges! South Korea's semiconductor exports soar 262.8% in September, topping $60 billion for the first timehttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136114https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136114Thu, 01 Oct 2026 15:28:29 +0900Taiwan鉅亨網South Korea's Ministry of Trade, Industry and Energy reported that semiconductor exports topped $60 billion for the first time in September, rising more than 260% year over year and driving overall exports and the trade surplus to record highs, reflecting strong AI demand. Goldman Sachs reportedly launches succession plan, with President John Waldron set to become CEOhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136115https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136115Thu, 01 Oct 2026 15:20:04 +0900Taiwan鉅亨網Goldman Sachs is considering having President John Waldron succeed CEO David Solomon, with the handover expected in 2027-2028. The personnel change involves a transfer of power at the top and continuity in the AI transformation strategy, with important implications for market stability. Double blow from oil above $100 and rate hikes! Bonds, cruise lines and precious metals are Q3's biggest losers, while Bitcoin and tech stocks emerge as winnershttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135515https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135515Thu, 01 Oct 2026 15:00:05 +0900Taiwan鉅亨網The Iran war drove oil above $100 and rate hikes, sending bonds, cruise lines and precious metals sharply lower in Q3. Tech stocks, energy stocks and Bitcoin rose against the trend, while the S&P 500's gain for the year to date was nearly 12%. 凱基證券 undertakes comprehensive transformation, helping young investors start building wealth with their choiceshttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135516https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135516Thu, 01 Oct 2026 14:52:18 +0900Taiwan鉅亨網凱基證券 announced a comprehensive transformation under the brand理念 “Choose 凱基證券, start building wealth,” covering digital platform improvements, talent development, AI applications and social responsibility initiatives, with the aim of helping young investors build their future. Value Investing: Latest Industry Research Report — 國巨 (2327-TW): Strong demand for high-end capacitors continues, with price increases and order transfers taking turns driving growthhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135517https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135517Thu, 01 Oct 2026 14:52:03 +0900Taiwan鉅亨網摩爾投顧分析師蔡慶龍指出國巨(2327-TW)營收連六個月創新高，AI伺服器升級驅動高階電容需求，公司自7月啟動新一輪電容調價。 AI is consuming so much memory that Samsung and Micron warn: DRAM supply will be tighter next yearhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135518https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135518Thu, 01 Oct 2026 14:41:18 +0900Taiwan鉅亨網Samsung and Micron warned that AI-driven demand for HBM is tightening memory supplies, as a growing share of capacity allocated to HBM crowds out conventional DRAM. Taiwan's 南亞科 and 華邦電 expect shortages to persist and supply-demand conditions to tighten further, and are actively expanding capacity and seeking long-term contracts to stabilize shipments. 輝達、英特爾聯手重金押注！AI光互連新創CScale獲1.45億美元C輪融資https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135519https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135519Thu, 01 Oct 2026 14:40:04 +0900Taiwan鉅亨網矽谷AI光互連新創CScale完成1.45億美元C輪融資，輝達與英特爾資本參投，累計達1.88億美元，預計2028年交貨。 〈美光加碼台灣〉今後數年營建支出拚全球前五 美光點名亞翔、帆宣等跟著出海https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135520https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135520Thu, 01 Oct 2026 14:39:03 +0900Taiwan鉅亨網美光董事長盧東暉宣布公司全球擴產計畫，預計未來幾年營建支出將居全球前五。面對人力與材料短缺挑戰，美光強調與供應鏈深度合作，並鼓勵台灣廠商如亞翔、帆宣等跟進海外市場拓展業務。 〈遠東新產品發表會〉中下游回饋正向高端產品需求佳 品牌客戶明年動能可期https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135521https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135521Thu, 01 Oct 2026 14:38:49 +0900Taiwan鉅亨網遠東新(1402-TW)舉辦新品發表會，副總黃全億指出中下游回饋正向，高端產品需求穩健。品牌客戶趨向在地化與供應鏈集中，預期明年動能可期。 Oil Price Surge Pushes International Fuel Surcharges Higher Again from 10/7；Long-Haul Fees Top NT$3,000https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135522https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135522Thu, 01 Oct 2026 14:38:25 +0900Taiwan鉅亨網交通部民航局宣布因國際燃油價格上漲，國籍航空國際航線燃油附加費自10月7日起調漲。短程漲至37.5美元，長程漲至97.5美元，反映地緣政治緊張對成本的影響。 〈焦點股〉華宏布局高附加價值產品有成 亮燈漲停創波段高https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135523https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135523Thu, 01 Oct 2026 14:37:21 +0900Taiwan鉅亨網華宏(8240-TW)股價創5個月新高並觸及漲停，反映市場對其高附加價值產品佈局的樂觀預期。上半年稅後純益年增16.83%，PCB電子材料下半年試量產，機能材料營收有望雙位數成長，顯示公司正成功轉型並建立新的成長動能。 〈焦點股〉日廠被動元件出貨暢旺 國巨*飆漲停族群股滿面紅光https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135524https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135524Thu, 01 Oct 2026 14:36:39 +0900Taiwan鉅亨網日本被動元件7月出貨暢旺，電容創歷史新高，激勵台股國巨、華新科等被動元件族群全面走強並多檔漲停。 莫德納股價重挫 花旗稱今年暴漲500%後是時候賣出https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135525https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135525Thu, 01 Oct 2026 14:30:05 +0900Taiwan鉅亨網花旗分析師於9月30日將莫德納評級下調至「賣出」，指其今年暴漲500%後估值過高。儘管皮膚癌疫苗試驗結果樂觀推升股價，花旗認為當前價格反映不切實際預期，目標價僅設80美元。 〈美光加碼台灣〉美光台灣四大基地同步擴產 台中HBM先進封裝二廠本月啟用https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135526https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135526Thu, 01 Oct 2026 14:11:07 +0900Taiwan鉅亨網美光宣布台灣四大基地同步擴產，台中HBM二廠10月啟用，累計投資逾520億美元以應對AI需求。 U.S. Treasury Yields Surge；Veteran Bond Investor Turns Bullish for First Time in 6 Years: ‘This Is Value Investing’https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135528https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135528Thu, 01 Oct 2026 14:10:05 +0900Taiwan鉅亨網Bianco Research President Jim Bianco turned bullish on U.S. Treasuries for the first time in 6 years, as Treasury yields hit a 20-year high, saying they offer a value investment opportunity。 Big Earner! U.S. Commerce Secretary Lutnick Reports More Than $250 Million in Income Last Yearhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135527https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135527Thu, 01 Oct 2026 14:10:05 +0900Taiwan鉅亨網U.S. Commerce Secretary Lutnick reported income of more than $250 million in 2025, primarily from a $192 million distribution from his former employer, Cantor Fitzgerald. He also disposed of several hundred million dollars in assets, purchased Treasury bond funds, and retained about 40 outside positions. 皇將 (4744): Changes to Changsung Softgel System's corporate director and supervisor roster (correction) - Global Biotech Monthlyhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138897https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138897Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊皇將 (4744) announced changes to the corporate director and supervisor of its subsidiary, Changsung Softgel System Ltd, and corrected an incorrectly entered biography for the new appointee in an earlier announcement. ABC-KY (6598) corporate director Maxwell Sensors reassigns representative Yang Zhang - Global Biotech Monthlyhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138896https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138896Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊ABC-KY (6598) announced that corporate director Maxwell Sensors had reassigned Yang Zhang as its representative. The date of the event was 115/10/01. 旭富 (4119) corporate director 三商投控 reassigns representative 翁翠君 - Global Biotech Monthlyhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138895https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138895Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊旭富 (4119) corporate director 三商投控 reassigned 翁翠君 as its representative. 安基生技 (7754) invited to attend an investor conference hosted by 富邦綜合證券 on 10/15 - Global Biotech Monthlyhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138894https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138894Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊安基生技 (7754) was invited to attend an investor conference hosted by 富邦綜合證券 on October 15. 彥臣 (4732) appoints 陳奕妤 as acting spokesperson - 環球生技月刊https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138893https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138893Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊彥臣 (4732), an emerging-market-listed company, announced a change in its acting spokesperson from 林信煌 to 陳奕妤. 彥臣 (4732) appoints 陳奕妤 as acting spokesperson - Global Biotech Monthlyhttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138887https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138887Thu, 01 Oct 2026 01:00:00 +0900Taiwan環球生技月刊彥臣 (4732), an emerging-market-listed company, announced a change in its acting spokesperson from 林信煌 to 陳奕妤. The date of the event was 115/10/01. 【Association Update】Chairman 陳相國 attends the ceremony marking Professor 侯明志's appointment as president of 童綜合醫院https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3139012https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3139012Thu, 01 Oct 2026 01:00:00 +0900Taiwan中華民國醫師公會全國聯合會Chairman 陳相國 attended the ceremony marking Professor 侯明志's appointment as president of 童綜合醫院. 【Association Update】醫師公會全聯會 convenes the 3rd meeting of its 14th Health Communication Committee; medical professionals join forces to incorporate health literacy into clinical codinghttps://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135988https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135988Thu, 01 Oct 2026 01:00:00 +0900Taiwan中華民國醫師公會全國聯合會醫師公會全聯會 convened the 3rd meeting of its 14th Health Communication Committee, where medical professionals joined forces to incorporate health literacy into clinical coding. [イリソ電子工業株式会社] Amended Securities Report—60th Fiscal Year (2025/04/01–2026/03/31)https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136249https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136249Thu, 01 Oct 2026 16:10:00 +0900JapanEDINET 金融庁開示 Itchy all over after eating autumn crabs? Can perilla help in a pinch? A Chinese medicine practitioner explains the real key to allergy relief - Heho健康https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138958https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138958Thu, 01 Oct 2026 17:26:30 +0900TaiwanHeho健康During peak autumn crab season, people prone to allergies or hives may feel unwell after eating them; a Chinese medicine practitioner explains the key to allergy relief.