# AI News 180m Report｜2026-10-02 06:00–09:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 124 items from 4 sources; Japan, 55 items from 2 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 【取材のご案内】11/5 10:00オープニング「納棺の儀」ほか、渡航前取材・現地取材の受付を開始

- Published: 2026-10-02T08:06:54+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000015.000125145.html
- Article page: https://ainews.idaeo.ai/a/4221050-en.html
- anchor: #n3150772
- Companies mentioned: YOMI International株式会社、株式会社共栄

YOMI International株式会社 has opened media registration for “Memento Mori in NYC,” an international cultural event to be held in New York on November 5 and 6, 2026.

Facts:
- Nov. 5, 2026
- Approximately 3,500 funerals annually
- Founded in 1970
- 20 years
- February 2023

## Turning AI use from individual ingenuity into organizational strength. TSUMUGU to launch “Advanced AI Utilization Support Service” on October 1

- Published: 2026-10-02T08:00:06+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000006.000179942.html
- Article page: https://ainews.idaeo.ai/a/4221051-en.html
- anchor: #n3150773
- Companies mentioned: 株式会社TSUMUGU、TSUMUGU

株式会社TSUMUGU will begin offering its “Advanced AI Utilization Support Service” on October 1, 2026. The service aims to elevate generative AI use from individual ingenuity to organizational strength, providing hands-on support based on real business operations.

Facts:
- From Oct. 1, 2026
- A group of around 5 people
- Around half a year
- 月1回など

## 三井温熱 signs MOU with ホーチミン市工業大学 in Vietnam. Full-scale development of local talent and research collaboration to begin with “三井温熱LAB” as its base

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000190440.html
- Article page: https://ainews.idaeo.ai/a/4221072-en.html
- anchor: #n3150787
- Companies mentioned: 三井温熱株式会社、ホーチミン市工業大学、INTACT Base、国立台湾科技大学、国立高雄科技大学、FPT Polytechnic College

三井温熱株式会社 signed an MOU with ホーチミン市工業大学 (IUH) in Vietnam on August 28, 2026, and will step up local talent development and research collaboration, with “三井温熱LAB” as its base.

Facts:
- August 28, 2026

## Yokohama used-car dealership “SELECT4” becomes official partner of 横浜ビー・コルセアーズ

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000191856.html
- Article page: https://ainews.idaeo.ai/a/4221073-en.html
- anchor: #n3150786
- Companies mentioned: 株式会社BigNext、SELECT4、横浜ビー・コルセアーズ

SELECT4, a used-car buying and sales dealership in Yokohama, has become an official partner of professional basketball team 横浜ビー・コルセアーズ.

## Launch of contract packaging and sterilization services for regenerative medicine

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000006.000140676.html
- Article page: https://ainews.idaeo.ai/a/4221074-en.html
- anchor: #n3150785
- Companies mentioned: 株式会社サンプラテック

株式会社サンプラテック will launch “Contract Packaging and Sterilization Services” for the regenerative medicine sector on October 1, 2026. Drawing on expertise developed through its iP-TEC® brand, the company will provide comprehensive support, from selecting sterilization methods and designing packaging to ensuring compliance with the Pharmaceuticals and Medical Devices Act, helping advance the industrialization of regenerative medicine.

Facts:
- March 2026
- 2 items
- More than 10 years
- Oct. 1, 2026

## 17-year track record: Business support system “NeXT-PaTH clinic” for independent pathologists to be exhibited at 日本病理学会

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000012.000154299.html
- Article page: https://ainews.idaeo.ai/a/4221078-en.html
- anchor: #n3150784
- Companies mentioned: 株式会社デジタル・ウント・メア、日本病理学会、IAP国際学会、株式会社デジタル・アセット

株式会社デジタル・ウント・メア will exhibit its business support system “NeXT-PaTH clinic” for independent pathologists at the 72nd Annual Autumn Meeting of 日本病理学会, with live demonstrations and consultations on implementation.

Facts:
- 17 years in total
- Maximum: 1.5 million yen
- From ¥3 million (excluding tax)
- Subsidy rate: 1/2

## Documentary “VOICE OF EARTH” released on YouTube. 阿部進之介, 髙木菜那, 髙木美帆, 安井謙太郎 and 畑野ひろ子 create products with SUBJECT. from materials that have served their purpose

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000015.000122086.html
- Article page: https://ainews.idaeo.ai/a/4221075-en.html
- anchor: #n3150783
- Companies mentioned: 株式会社 SEEKER CREATIVE STUDIO、SUBJECT.、TATRAS、ElevenLabs

The documentary “VOICE OF EARTH” will be released on YouTube starting October 2, 2026. A group of 5, including 阿部進之介, will create products from materials that have served their purpose in collaboration with the brand SUBJECT. The products will go on sale on October 8, and an exhibition will be held at Tokyo Tower starting on the 6th of the same month.

Facts:
- To be released starting Friday, October 2, 2026
- 5 people from the worlds of acting, sports, music and modeling
- From Thursday, October 8, 2026
- Starting Tuesday, Oct. 6, 2026
- Through Sunday the 18th

## Fourway’s book marketing continues to deliver publishing success—putting expertise in inheritance consulting into a single book. Case study interview with シナジープラスグループ released

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000030.000090146.html
- Article page: https://ainews.idaeo.ai/a/4221052-en.html
- anchor: #n3150782
- Companies mentioned: 株式会社フォーウェイ、シナジープラスグループ、株式会社パノラボ、Amazon

株式会社フォーウェイ has released an interview about the publishing experience of Junichi Kamejima, representative of シナジープラスグループ. Through his book “Families Brought Together by Inheritance, Families Driven Apart,” he communicates his expertise in inheritance consulting and uses the book to generate inquiries and build partnerships with professionals.

Facts:
- Release date: May 1, 2026
- List price: 1,600 yen (before tax)
- Page count: 224 pages

## nocall.ai cuts AI phone response time by approximately 58% using “Jev,” a decision-specialized AI from U.S.-based TypeSafe AI社

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000037.000076585.html
- Article page: https://ainews.idaeo.ai/a/4221062-en.html
- anchor: #n3150781
- Companies mentioned: nocall株式会社、nocall.ai、TypeSafe AI, Inc.、TypeSafe AI社

nocall株式会社 tested integrating “Jev,” a decision-specialized AI from U.S.-based TypeSafe AI社, into AI phone conversation management and cut response time during topic changes by approximately 58%.

Facts:
- Approximately 58% shorter
- From approximately 1.0 seconds
- To approximately 0.43 seconds

## [New program released] Making care and welfare training entertaining! “市民協ラジオ,” an audio program for candid discussions about frontline realities, now streaming officially on YouTube

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000061.000150020.html
- Article page: https://ainews.idaeo.ai/a/4221061-en.html
- anchor: #n3150780
- Companies mentioned: 認定特定非営利活動法人 市民福祉団体全国協議会、神奈川県藤沢市役所、一般社団法人地域ケア総合研究所、認定特定非営利活動法人ぐるーぷ藤、認定特定非営利活動法人ぬくもり福祉会たんぽぽ、特定非営利活動法人介護サービスさくら、認定特定非営利活動法人じゃんけんぽん、社会福祉法人野のはな、オレンジコープ、ALLANHILLZ

認定特定非営利活動法人市民福祉団体全国協議会 has begun streaming “市民協ラジオ,” an audio program featuring candid accounts of the realities of care and welfare work, on its official YouTube channel. The 1st release is the full-length, uncut version of a public mock recording at Fujisawa City Hall.

Facts:
- Approximately 30 welfare professionals and listeners
- Approximately 2 hours in full
- 5 up-and-coming leaders
- 24 years in local government
- 12 years in healthcare and eldercare

## Librus株式会社 releases insight report: “What incident response framework is needed for the SCS Evaluation System? From initial response to reporting”

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000062.000053960.html
- Article page: https://ainews.idaeo.ai/a/4221060-en.html
- anchor: #n3150779
- Companies mentioned: Librus株式会社

Librus株式会社 has released an insight report on incident response frameworks for compliance with the SCS Evaluation System.

Facts:
- For organizations with 100–1,000 employees

## IAS Japan joins the “Originator Profile (OP) Technology Research Association” to improve digital content transparency

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000144.000014440.html
- Article page: https://ainews.idaeo.ai/a/4221059-en.html
- anchor: #n3150778
- Companies mentioned: Integral Ad Science、IAS Japan、Integral Ad Science Japan、秋田魁新報社、朝日新聞社、一般社団法人WebDINO JAPAN、ADKマーケティング・ソリューションズ、NTT、愛媛新聞社、河北新報社、一般社団法人共同通信社、京都新聞社、高知新聞社、神戸新聞社、佐賀新聞社、SEARCHLIGHT、産経新聞社、山陽新聞社、時事通信社、静岡新聞社、信濃毎日新聞社、ジャパンタイムズ、小学館、スマートニュース、大日本印刷、中国新聞社、中日新聞社、TBSテレビ、電通、電通総研、新潟日報社、日本ビジネスプレス、日本経済新聞社、日本テレビ放送網、日本放送協会、News Corp、博報堂、ビデオリサーチ、福島民友新聞社、フジテレビジョン、fluct、フリークアウト・ホールディングス、北海道新聞社、北國新聞社、毎日新聞社、magaport、宮崎日日新聞社、Momentum、山形新聞社、UNICORN、読売新聞東京本社、LINEヤフー、慶應義塾大学サイバー文明研究センター、W3C

Integral Ad Science（IAS） announced that it has joined the “Originator Profile (OP) Technology Research Association,” which aims to improve digital content transparency. OP aims to become a Web standard and is a technology that makes information about content creators verifiable; it is expected to help curb fake news and ad fraud.

Facts:
- Oct. 2, 2026
- Dec. 15, 2022

## [Starts October 29] “CEPs and the Map of Recall: Lecture Series 2026,” a 7-part series exploring why brands with awareness are not chosen

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000212.000004355.html
- Article page: https://ainews.idaeo.ai/a/4221057-en.html
- anchor: #n3150777
- Companies mentioned: 株式会社トライバルメディアハウス、MARPS、日経BP、ソシム、技術評論社、エムオン・エンタテインメント、日本実業出版社、株式会社WACUL

MARPS, operated by 株式会社トライバルメディアハウス, will launch “CEPs and the Map of Recall: Lecture Series 2026,” a free 7-part series starting October 29 that explores why brands with awareness are not chosen. A special webinar on October 22 will also feature Yuui Kakiuchi discussing internal coordination.

Facts:
- 7 sessions in total
- An average of 2 or fewer
- A total of 6,000 people
- Supporting advertising, public relations and sales promotion for more than 300 major companies
- More than 50 speaking engagements annually
- Drawing on planning experience with more than 100 companies
- Membership has exceeded 9,000.

## 100 merchandise ideas that break away from the standard! Exhibiting at the 6th Oshikatsu EXPO Autumn

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000389.000032175.html
- Article page: https://ainews.idaeo.ai/a/4221056-en.html
- anchor: #n3150776
- Companies mentioned: アイグッズ株式会社、RX Japan株式会社

アイグッズ株式会社 will exhibit at the 6th Oshikatsu EXPO Autumn, taking place at Tokyo Big Sight from October 7 to 9, 2026, showcasing more than 100 types of original merchandise for the entertainment and character industries.

Facts:
- More than 100 types
- Oct. 7, 2026
- Capital: 30 million yen

## [No more carrying charging cables] Magnetic mobile battery “Snap-N-Charge V3” to go on presale at Makuake starting October 2

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000443.000059927.html
- Article page: https://ainews.idaeo.ai/a/4221054-en.html
- anchor: #n3150775
- Companies mentioned: 株式会社LeaguE、LeaguE、Makuake

株式会社LeaguE will begin presales of its “Snap-N-Charge V3” mobile battery, which enables cable-free charging through a magnetic connection, on the crowdfunding service Makuake starting October 2, 2026.

Facts:
- Oct. 2, 2026
- 8:00
- Nov. 11, 2026
- 95g
- 2 years
- 35%
- 30%
- More than 100 cases
- April 2020

## LayerX opens preregistration for “Bakuraku Sales AI,” an AI service for sales teams

- Published: 2026-10-02T08:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000650.000036528.html
- Article page: https://ainews.idaeo.ai/a/4221053-en.html
- anchor: #n3150774
- Companies mentioned: 株式会社LayerX、LayerX、Google Workspace

株式会社LayerX has opened preregistration for “Bakuraku Sales AI,” an AI service that supports data utilization and productivity improvements in sales organizations, and will offer a free trial of about 2 weeks to companies using Google Workspace.

Facts:
- Over approximately 3 years
- An estimated 5,000 hours saved per month
- Free trial of about 2 weeks
- More than 20,000 corporate customers

## MAKOTO Prime joins business conference “ATERUI2026” as platinum sponsor for 2 consecutive years

- Published: 2026-10-02T07:38:37+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000117.000014162.html
- Article page: https://ainews.idaeo.ai/a/4220937-en.html
- anchor: #n3150633
- Companies mentioned: 株式会社MAKOTO Prime、一般社団法人MAKOTO

株式会社MAKOTO Prime served as a platinum sponsor at the business conference “ATERUI2026,” held in Sendai, Miyagi Prefecture, on September 3 and 4, 2026, continuing its sponsorship from last year. The company exhibited a booth and introduced its generative AI business.

Facts:
- A total of 1,157 people took part.

## Launch of “KEN CM転職支援,” a job placement service specializing in site supervisors and construction management. The representative, who worked as a temporary site supervisor, site manager, and developer before independently managing a CM company for 14 years, will provide consultations directly.

- Published: 2026-10-02T07:30:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000192065.html
- Article page: https://ainews.idaeo.ai/a/4220938-en.html
- anchor: #n3150634
- Companies mentioned: 株式会社KEN CM転職支援、株式会社土地活用、株式会社KEN CM

株式会社KEN CM転職支援 launched “KEN CM転職支援,” a job placement service specializing in site supervisors and construction management, on September 1, 2026. Representative 越川健治 will handle consultations directly, offering support based on his experience managing a CM company and a track record of projects covering 73 buildings and more than 70,000㎡ of total floor area.

Facts:
- Sept. 1, 2026
- 73 buildings
- More than 70,000㎡ of total floor area
- Through incorporation in 2012

## Using the power of film to turn prejudice into dialogue: the 1st Addiction International Film Festival to be held

- Published: 2026-10-02T07:26:18+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000003.000179807.html
- Article page: https://ainews.idaeo.ai/a/4220890-en.html
- anchor: #n3150555
- Companies mentioned: 公益社団法人ギャンブル依存症問題を考える会、アディクション国際映画祭 実行委員会、読売会館、TIME誌

The 1st Addiction International Film Festival, organized by 公益社団法人ギャンブル依存症問題を考える会, will be held at Yurakucho Yomiuri Hall on October 11 and 12, 2026. It aims to eliminate prejudice through films about addiction to alcohol, drugs, gambling, and other substances and activities.

Facts:
- October 11, 2026 (Sunday)
- Monday, Oct. 12 (holiday)
- 1-day ticket: 3,000 yen
- 2-day pass: 5,000 yen
- 6 works in total

## 操電、2026年5月期の売上高57.3億円 前年比約2倍を達成。2030年2GWhの分散型蓄電所構築へ

- Published: 2026-10-02T07:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000019.000149386.html
- Article page: https://ainews.idaeo.ai/a/4220862-en.html
- anchor: #n3150471
- Companies mentioned: 株式会社操電

株式会社操電は2026年5月期の連結売上高が前年比約2倍の57.3億円、営業利益4.1億円となり3期連続の黒字を達成した。VPPスタートアップとして分散型蓄電所事業を立ち上げ、2030年までに2GWhの構築を目指す。

Facts:
- Sales of 5.73 billion yen
- Approximately 2 times the previous year’s figure
- Operating profit of 410 million yen
- Consolidated sales of around 10 billion yen
- 64MW in total
- 5.2MW

## A simpler, more comfortable listening experience in the streaming era: 3 new models in the JBL COVE wireless home audio system lineup

- Published: 2026-10-02T07:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000566.000012767.html
- Article page: https://ainews.idaeo.ai/a/4220863-en.html
- anchor: #n3150470
- Companies mentioned: ハーマンインターナショナル株式会社、JBL、ハーマンインターナショナル

ハーマンインターナショナル株式会社 announced that it will launch the new JBL-brand wireless home audio system series “JBL COVE” (X1, P1, and M1) in late October 2026.

Facts:
- 3 models
- Late Oct. 2026
- 8 consecutive years
- 200W in total
- Up to 14 hours
- 74,800 yen (tax included)
- 68,200 yen (tax included)
- ¥35,200 (tax included)

## “What assumptions underlie that question?” Free release of a 24-page practical guide linking workplace decisions and learning

- Published: 2026-10-02T06:50:10+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000278.000068315.html
- Article page: https://ainews.idaeo.ai/a/4220809-en.html
- anchor: #n3150458
- Companies mentioned: リクエスト株式会社

リクエスト株式会社, a company engaged in research and educational development in organizational behavioral science®, has released for free the practical guide “What Assumptions Underlie That Question? Practical Questions for Workplace Decisions and Learning.” The 24-page PDF includes concrete examples and diagrams for examining the assumptions behind questions in early-career development, workplace dialogue, and AI use.

Facts:
- 980 companies
- 338,000 people
- 24 pages
- 6 illustrations
- 20 references

## 2026 World Manufacturing Convention achieves impressive results

- Published: 2026-10-02T06:50:02+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000192061.html
- Article page: https://ainews.idaeo.ai/a/4220810-en.html
- anchor: #n3150459
- Companies mentioned: Fortune Global 500

The 2026 World Manufacturing Convention was held in Hefei, achieving results including 217 high-tech exhibits and contracts for 790 projects, with total investment of 3,634亿元.

Facts:
- 217 advanced high-tech exhibits
- An increase of 18% from the previous year
- 790 projects were signed
- Total investment reached 3,634亿元
- Participants and exhibitors gathered from 54 countries and regions
- 11 international events were held in total
- Exhibition area totaling 8万 square meters
- 1,230 exhibiting companies
- More than 1万5,000 exhibits

## Does investing in studio apartments really pay off? A salaried investor with 10.1 million yen in rental income, formerly employed by a real estate company, shares how investors worried they may have “made a mistake” can turn things around. “逆襲のワンルームマンション投資” goes on sale

- Published: 2026-10-02T06:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000227.000169048.html
- Article page: https://ainews.idaeo.ai/a/4220547-en.html
- anchor: #n3150315
- Companies mentioned: 株式会社秀和システム新社、Amazon、楽天ブックス

株式会社秀和システム新社 will publish “逆襲のワンルームマンション投資” on October 16, 2026. The author, Tanaka, is a salaried investor and former real estate company employee who now owns 17 units and earns approximately 10.1 million yen a year in rental income. The book explains ways for investors who have made mistakes to turn things around, as well as the industry’s inner workings.

Facts:
- Currently owns 17 units
- Oct. 16, 2026
- List price: 1,760 yen

## 2050年、日本はどうなっているのか——文藝春秋PLUSの新番組「2050——この国の宿題」がスタート

- Published: 2026-10-02T06:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000001127.000043732.html
- Article page: https://ainews.idaeo.ai/a/4220546-en.html
- anchor: #n3150314
- Companies mentioned: 株式会社文藝春秋、文藝春秋PLUS、オイシックス株式会社、大地を守る会、やらでぃっしゅぼーや、とくし丸、シダックス、マッキンゼー、フジテレビ

Video media outlet 文藝春秋PLUS, operated by 株式会社文藝春秋, has begun streaming the new program “2050——この国の宿題.” The first episode explores “How can we protect Japan’s dinner table?” and features 髙島宏平, president and CEO of オイシックス株式会社, discussing challenges including a food self-sufficiency rate of 37%.

Facts:
- 2050
- Food self-sufficiency rate: 37%
- Approx. 1 hour

## Trump: U.S. government may take a stake in OpenAI and Anthropic

- Published: 2026-10-02T08:00:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620023
- Article page: https://ainews.idaeo.ai/a/4220962-en.html
- anchor: #n3150641
- Companies mentioned: Anthropic、OpenAI、英特爾

In an interview with Time magazine, U.S. President Trump said he was interested in having the government take a stake in advanced AI labs such as OpenAI and Anthropic in some form, drawing a comparison to the 英特爾 deal. Trump also publicly expressed his fondness for Anthropic CEO Dario Amodei and OpenAI CEO Altman.

Facts:
- In an interview published Thursday (1) in Time magazine, U.S. President Trump said he likes Anthropic CEO Dario Amodei.
- Trump and Amodei had dinner on Sept. 27, their first private one-on-one meeting.
- Trump met with leaders of several major technology and AI companies on Sept. 29 to discuss concerns about AI.
- Trump opposes new AI regulatory restrictions. The White House recently arranged for companies to address risks through self-regulation and external audits.
- Trump is interested in having the U.S. government hold a stake in advanced AI model labs in some form, drawing a comparison to the 英特爾 deal.
- Asked whether he would be open to a similar arrangement with OpenAI or Anthropic, Trump replied, “Maybe I could.”
- Trump said he likes OpenAI CEO Altman, who did not attend the meeting, but did not clearly say whether he trusts him.

## Shipments to rise nearly 30 times within 5 years! JPMorgan: Humanoid robots enter a new phase; downgrades 優必選, boosts upstream components

- Published: 2026-10-02T08:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619587
- Article page: https://ainews.idaeo.ai/a/4220963-en.html
- anchor: #n3150642
- Companies mentioned: 摩根大通、優必選、綠的諧波、奧比中光、騰訊、康奈爾、英特爾、實感、匯川技術、頤中達、埃斯頓、特斯拉

摩根大通發布人形機器人研報，將整機廠優必選下調至「中性」、目標價由118港元降至74港元；同時重申上游零組件綠的諧波與奧比中光「增持」評級，配置重心由整機轉向上游核心零組件。

Facts:
- 摩根大通將優必選評級由「增持」下調至「中性」
- 摩根大通預計全球人形與足式機器人出貨量將由今年約6萬台增至2030年約175萬台
- China’s shipments of humanoid and legged robots are expected to rise from about 50,000 units to about 900,000 in 2030
- 綠的諧波 maintains an Overweight rating with a price target of 358 yuan, implying about 30% upside
- 奧比中光 receives an Overweight rating with a price target of 110 yuan, implying about 28% upside
- 優必選’s price target was sharply cut from HK$118 to HK$74, implying 5 times FY2027 sales
- The global blended average price of robots is expected to fall by about 56% cumulatively by 2035
- 奧比中光 has more than 70% of China’s service and humanoid robot vision market, with a scale about 2.4 times that of 實感

## Deutsche Bank names 9 tech stocks set to lead the next AI investment boom

- Published: 2026-10-02T07:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619912
- Article page: https://ainews.idaeo.ai/a/4220964-en.html
- anchor: #n3150643
- Companies mentioned: 德意志銀行、Digital Realty、亞馬遜、Alphabet、Meta、Lumentum、Cadence Design、Entegris、Shopify、Compass、SiriusXM、YouTube、ServiceNow

德意志銀行發布2026年第四季報告，點名9大科技股包括硬體供應商與AI軟體平台，看好其在AI投資熱潮中的表現。

Facts:
- 德意志銀行在最新發布的2026年第四季「Fresh Money」報告中，列出9項涵蓋AI硬體價值鏈及軟體平台的科技產業投資標的。
- Digital Realty reported $1.4 billion in recently signed, yet-to-be-recognized revenue for its latest quarter, benefiting from large-scale leasing activity.
- Lumentum’s advanced 200G laser products have an average selling price about 2 times that of previous-generation equipment, and all capacity has been sold out.
- About 75% of Entegris’ revenue is tied to chip production. Expansion of global chip manufacturing capacity could push sales beyond its previous peak of $850 million.
- SiriusXM’s digital audio advertising partnership with YouTube could generate about $1.5 billion in revenue between 2026 and 2028.
- Deutsche Bank estimates that Compass will facilitate about $940 billion in gross transaction value in 2026.
- Shopify expects to monetize Sidekick by raising prices for its core subscription plans, helping sustain revenue growth of more than 20%.

## Precious metals closing: Gold edges higher as Fed rate-hike expectations cool, but Treasury yields remain high

- Published: 2026-10-02T07:46:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619636
- Article page: https://ainews.idaeo.ai/a/4220965-en.html
- anchor: #n3150644
- Companies mentioned: High Ridge Futures、XM Trading、滙豐、HSBC

Gold rose 0.4% to $4,171.19 on Thursday, supported by U.S. inflation in August coming in below expectations and the odds of a Fed rate hike falling to 28%, offsetting pressure from elevated Treasury yields and a stronger dollar.

Facts:
- Spot gold rose 0.4% on Thursday to $4,171.19 per ounce.
- U.S. gold futures settled up 0.4% at $4,205.10 per ounce.
- The 10-year Treasury yield climbed to its highest level in more than 20 years.
- Market pricing showed a 28% probability of a Fed rate hike in October.
- 滙豐 lowered its forecast for the average gold price in 2026 to $4,490 per ounce.
- Spot silver rose 0.2% to $60.51 per ounce.
- Spot palladium fell 2.2% to $1,178.57 per ounce.

## 美光 surges more than 3% on strong earnings; analysts’ key questions answered

- Published: 2026-10-02T07:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620005
- Article page: https://ainews.idaeo.ai/a/4220967-en.html
- anchor: #n3150646
- Companies mentioned: 美光、Micron、SK海力士、三星電子、Yahoo Finance、Creative Strategies

美光 reported strong fourth-quarter results, sending its shares higher and bringing its year-to-date gain to 248%. The CFO forecast a record gross margin and said the company had signed a large number of strategic customer agreements to stabilize future revenue, addressing analysts’ questions about pricing strategy amid the AI boom.

Facts:
- 美光 shares rose more than 3% on Thursday, bringing their gain so far this year to 248%.
- 美光 has signed 26 strategic customer agreements, which are expected to account for more than 35% of revenue through 2030.
- CFO Mark Murphy expects the first-quarter gross margin to establish a new floor, with further increases to follow.
- 美光’s first-quarter gross margin will be affected to some extent by higher manufacturing-related financial compensation costs in fiscal 2026.
- 資料中心業者採購晶片速度快，美光及競爭對手SK海力士和三星電子甚至供應不及。

## AI晶片上太空！谷歌發射實驗衛星測試自研TPU晶片 Space能否助太空資料中心邁關鍵一步？

- Published: 2026-10-02T07:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620025
- Article page: https://ainews.idaeo.ai/a/4220966-en.html
- anchor: #n3150645
- Companies mentioned: Alphabet、谷歌、SpaceX、Planet Labs、特斯拉

Alphabet launched satellites through SpaceX to test its custom TPU chips in orbit for the first time, validating the feasibility of AI infrastructure in space.

Facts:
- Alphabet’s “Project Suncatcher” conducted its first in-orbit test, sending its custom TPU chips into space.
- The launch was carried out by SpaceX’s Falcon 9 rocket, which lifted off at noon Pacific time on Thursday (1) from Vandenberg Space Force Base in California.
- 搭載的衛星中包含一顆裝有谷歌TPU的太陽能原型，屬於Planet Labs的多顆衛星之一。
- Satellites in low Earth orbit can receive nearly constant sunlight, with solar power reaching up to 8 times the level available on the ground.
- Musk predicts space supercomputers will be deployed in 2027, saying training models in space is the cheapest option.

## Earnings: Nike Q1 revenue misses estimates, China business plunges 22%; accelerates turnaround and cuts jobs again

- Published: 2026-10-02T07:30:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620003
- Article page: https://ainews.idaeo.ai/a/4220968-en.html
- anchor: #n3150647
- Companies mentioned: Nike、NKE-US、LSEG、安踏、李寧、標普道瓊指數公司、S&P 100

Nike’s first-quarter fiscal 2027 revenue missed expectations, while its Greater China business plunged 22%. CEO Elliott Hill announced an accelerated Pace turnaround plan, including streamlining the organization, restructuring the supply chain and redrawing regional divisions, with a goal of saving $2.5 billion by fiscal 2031.

Facts:
- Nike Q1 revenue was $11.213 billion, down 4% year over year
- Greater China Q1 revenue fell 22% year over year, or 26% excluding currency effects
- The Pace plan is expected to deliver cumulative cost savings of about $2.5 billion by fiscal 2031
- Converse Q1 revenue fell 28% year over year
- Nike removed from the S&P 100, ending an 18-year run as a constituent
- North America Q1 revenue rose 2% year over year, making it the only growth region
- Nike Direct revenue fell 8% year over year, while digital business plunged 13%

## The Big Short’s Burry: For humanity’s sake, the stock market should crash to stop OpenAI and Anthropic from going public

- Published: 2026-10-02T07:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619890
- Article page: https://ainews.idaeo.ai/a/4220970-en.html
- anchor: #n3150649
- Companies mentioned: OpenAI、Anthropic、輝達 (NVDA-US)

Michael Burry, the figure portrayed in The Big Short, posted on X on Wednesday, arguing that for the good of humanity, the stock market should plunge to derail IPO plans by OpenAI and Anthropic, and warning that the 2 companies would absorb trillions of dollars.

Facts:
- Burry posted on X on Wednesday, calling for a sharp stock market decline to derail IPOs by OpenAI and Anthropic.
- Burry’s post attracted more than 860,000 views.
- Burry believes OpenAI and Anthropic will absorb and destroy trillions of dollars in capital.
- Anthropic posted a net loss of nearly $42 billion last year.
- Anthropic's IPO is expected to take place in November, after the U.S. midterm elections.
- OpenAI has pushed its IPO plans to next year. Altman said going public in 2026 would not be wise.

## Why was 特斯拉’s Roadster event delayed? What does it mean for the stock?

- Published: 2026-10-02T07:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619999
- Article page: https://ainews.idaeo.ai/a/4220969-en.html
- anchor: #n3150648
- Companies mentioned: 特斯拉、Tesla、SpaceX、法拉利、Ferrari

特斯拉 delayed its Roadster showcase to Oct. 15 due to weather. The model's high price and limited production mean it is unlikely to provide much of a boost to the stock, with market focus shifting to AI developments and third-quarter delivery figures.

Facts:
- 特斯拉 announced that it had postponed the showcase of its new Roadster from Thursday to Oct. 15, citing severe weather conditions.
- The second-generation Roadster is expected to cost more than $200,000 and may accelerate from 0 to 60 miles per hour in nearly 1 second.
- If the new Roadster achieves success comparable to 法拉利, its value would be about $60 billion, or about 4% of 特斯拉’s market capitalization.
- 特斯拉 shares trade at about 170 times estimated earnings for the next 12 months, largely thanks to its AI business.
- Wall Street expects 特斯拉 to deliver about 460,000 vehicles in the third quarter, down from nearly 500,000 a year earlier.

## One month until the midterm elections! Republicans weigh quickly raising the U.S. debt ceiling to weaken Democrats’ leverage

- Published: 2026-10-02T07:15:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620022
- Article page: https://ainews.idaeo.ai/a/4220971-en.html
- anchor: #n3150650

Republicans are considering using a special budget procedure in the final weeks of the current Congress to quickly raise the debt ceiling, which is nearing $41.1 trillion, before the November midterm elections, weakening Democrats’ future political leverage and stabilizing markets.

Facts:
- U.S. federal debt is nearing the statutory ceiling of $41.1 trillion.
- The Treasury Department's borrowing authority could run out between late winter and early summer of 2027.
- The Senate can use the reconciliation process to pass budget-related legislation by a simple majority, bypassing the 60-vote threshold for ending debate.
- The midterm elections are scheduled for Nov. 3.
- The new Congress convenes in early January.

## Is 美光 too cheap to ignore? Analyst sees shares reaching $2,000

- Published: 2026-10-02T07:08:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619973
- Article page: https://ainews.idaeo.ai/a/4220972-en.html
- anchor: #n3150651
- Companies mentioned: 美光、Cantor Fitzgerald

美光's fourth-quarter revenue and earnings both topped expectations, while management gave a strong outlook and said capacity was booked through 2028. Analyst C.J. Muse is bullish on the long-term growth story, raising earnings forecasts and setting a $2,000 price target, saying the stock is severely undervalued.

Facts:
- 美光 reported fourth-quarter revenue of $54.23 billion, up 379% year over year.
- 美光 reported adjusted earnings per share (EPS) of $33.42 for its fourth fiscal quarter.
- 美光 expects first-quarter revenue to come in between $60 billion and $63 billion.
- Cantor Fitzgerald analyst C.J. Muse set a $2,000 price target for 美光.
- More than 75% of 美光’s 2027 capacity has already been booked through strategic customer agreements.
- 美光 expects to resume aggressive share buybacks starting Dec. 9.

## New bond king Gundlach warns: U.S. stocks are like a “hollow tree” ready to snap at any moment

- Published: 2026-10-02T07:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619925
- Article page: https://ainews.idaeo.ai/a/4220763-en.html
- anchor: #n3150338
- Companies mentioned: 標普500、MarketWatch、ICE

「債券天王」岡拉克警告美股如空心樹隨時斷裂，指出標普500市場廣度惡化，私募市場存在循環投資與估值隱患，並預測因美國赤字與發債壓力，下次衰退時美元將下跌。

Facts:
- Gundlach likened the current stock market to a hollow tree on the verge of breaking.
- 標普500成分股中，80%較各自的52周高點下跌至少10%。
- One private credit fund marked down the value of its assets from $100 to $77 to $78.
- The U.S. government faces 2 unappealing options: printing money or restructuring its debt.
- The dollar index fell for the first time in the opposite direction following the April 2025 correction.

## Trump sends a third aircraft carrier to the Middle East as Iran’s 45-day ultimatum expires

- Published: 2026-10-02T06:58:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619976
- Article page: https://ainews.idaeo.ai/a/4220764-en.html
- anchor: #n3150339

The U.S. is sending a third carrier strike group and about 10,000 troops to the Middle East amid escalating tensions, bringing the total force to more than 60,000. After Iran’s 45-day ultimatum expired, a supertanker was hit and caught fire, sending Brent crude futures up more than 4% to $102.31 per barrel. Trump rejected a ceasefire and suggested military action could be expanded after the midterm elections.

Facts:
- The U.S. military is sending a third carrier strike group to the Middle East, with 9,000 to 10,000 troops expected as reinforcements.
- Iran’s earlier 45-day ultimatum expired on Oct. 1.
- A supertanker capable of carrying 2.5 million barrels of crude oil was attacked and caught fire off the coast of Oman.
- Brent crude futures settled at $102.31 per barrel, up 4.37%.
- The Theodore Roosevelt carrier strike group is expected to arrive in the Middle East theater of operations by the end of November.
- Trump rejected Iran’s proposed “7-day ceasefire agreement.”

## Disney plans major TV business overhaul, reportedly cutting hundreds of jobs and consolidating divisions to focus on streaming

- Published: 2026-10-02T06:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619984
- Article page: https://ainews.idaeo.ai/a/4220765-en.html
- anchor: #n3150340
- Companies mentioned: Disney、Walt Disney、ABC Entertainment、20th Television、Hulu、Disney Kids & Family、National Geographic Content、Freeform、ABC News、Pixar、ESPN、YouTube

迪士尼 is planning a major restructuring of its television business that could eliminate hundreds of jobs and consolidate several divisions, shifting the organization from traditional linear TV toward a focus on streaming consumers. The effort, led by Debra O'Connell, is part of CEO Josh D'Amaro's push to simplify the company and position it as a unified digital entertainment business, reflecting a reallocation of resources amid declining traditional TV revenue and streaming expansion.

Facts:
- 迪士尼 is planning a major restructuring of its television business that could eliminate hundreds of jobs and shift the organization toward a focus on streaming consumers.
- The restructuring is being led by Disney Entertainment Television Chairman Debra O'Connell, who reports to President and Chief Creative Officer Dana Walden.
- The restructuring is expected to involve several divisions, including ABC Entertainment, 20th Television, Hulu Originals, Disney Kids & Family, National Geographic Content and Freeform.
- This is part of CEO Josh D'Amaro's effort to simplify the company and reduce overlapping functions after taking over, with the aim of positioning Disney as a more unified digital entertainment business.
- 迪士尼 launched a voluntary early retirement program in August for senior executives aged 50 and older with at least 10 years of service, pointing to a link between workforce adjustments and the consolidation of its television divisions.
- Former YouTube executive Adam Smith has been named chairman of Disney Entertainment's streaming business, overseeing product, engineering and advertising technology for Disney+ and Hulu.
- Joe Earley has been named president of the newly created Disney Entertainment Television Franchise and Content Strategy, responsible for television entertainment brand strategy and international original content.

## After-hours U.S. stocks: Treasury yields ease! All 3 major indexes rise to welcome October; 美光 gains 3%

- Published: 2026-10-02T06:47:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619684
- Article page: https://ainews.idaeo.ai/a/4220766-en.html
- anchor: #n3150341
- Companies mentioned: 美光、Anthropic、Meta、蘋果、Alphabet、微軟、亞馬遜、AMD、博通、輝達、應用材料、高通、威騰電子、SanDisk、希捷、SK海力士、台積電、日月光、聯電、中華電信、Google、Nike、新思科技、OpenAI、Evercore、高盛、FactSet、路透

U.S. stocks closed higher on Oct. 1 as Treasury yields fell from multiyear highs. 美光’s better-than-expected results and news that Anthropic could IPO as soon as November lifted tech stocks, but a jump in the September ISM prices-paid index to 77.9 and rising tensions in the Middle East, which fueled oil prices and inflation concerns, limited market gains.

Facts:
- The U.S. 2-year Treasury yield fell about 10 basis points to 4.78%, the 10-year yield declined about 5 basis points to 5.24%, and the 30-year yield eased about 2 basis points to 5.61%
- The Dow Jones Industrial Average rose 20.51 points (0.04%) to close at 50,926.56; the Nasdaq rose 10.53 points (0.04%) to close at 26,871.60; the S&P 500 rose 14.91 points (0.19%) to close at 7,666.45; the Philadelphia Semiconductor Index rose 200.38 points (1.59%) to close at 12,829.00; the NYSE FANG+ Index fell 17.10 points (0.09%) to close at 19,104.77
- 美光’s latest quarterly revenue surged 379% from a year earlier, while earnings and its current-quarter outlook both beat market expectations. Shares closed up about 3% at $1,097.39 each
- Anthropic is expected to meet with potential investors on Oct. 14 to prepare for an IPO and could go public as soon as mid-November
- 博通 has agreed to provide Anthropic with up to $42 billion in financing to support its computing infrastructure spending
- 美國9月ISM製造業支付價格指數由8月的71.1躍升至77.9，創5月以來最高；9月製造業PMI 54.5
- Fed Vice Chair Jefferson said it may take more time to assess whether further rate hikes are needed.
- 高盛 still expects the Fed to deliver the 2nd rate hike of this cycle in December, but believes there is a fairly high chance the Fed will ultimately decide no further hikes are needed.

## 〈New York FX〉Global bond sell-off lifts the dollar, weighs on the euro

- Published: 2026-10-02T06:40:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619811
- Article page: https://ainews.idaeo.ai/a/4220768-en.html
- anchor: #n3150342
- Companies mentioned: NatWest Markets、Klarity FX

A global bond sell-off lifted the dollar, while the euro fell to $1.12433, its lowest level since May 2025. U.S. Treasury yields climbed to their highest since 2002, concerns over French public finances spread, and rising oil prices intensified inflation worries.

Facts:
- The U.S. dollar index (DXY) rose 0.51% in late New York trading, after briefly reaching its highest level since April 2025.
- As of the end of September, the dollar had risen against a basket of currencies for a 6th consecutive quarter, its longest winning streak since 2022.
- The euro fell 0.77% to $1.12433, slipping below $1.1215 for the first time since May 2025.
- The U.S. 10-year Treasury yield rose to its highest level since 2002, most recently standing at 5.237%.
- French government bond yields surged to a 14-year high, while benchmark German bonds also came under selling pressure.
- The yen fell 0.41% to 158.07 yen per dollar.
- The Australian dollar fell to $0.69040, a 3-month low.

## French fiscal crisis sparks euro debt storm! U.S. Treasuries stabilize after volatility as France-Germany spread hits 14-year high

- Published: 2026-10-02T06:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619975
- Article page: https://ainews.idaeo.ai/a/4220769-en.html
- anchor: #n3150343
- Companies mentioned: 高盛、歐洲央行、聯準會

Worsening French finances and political deadlock triggered a sell-off in eurozone government bonds, sending the France-Germany spread to a 14-year high. Markets lowered their expectations for European Central Bank rate hikes, while U.S. stocks stabilized after volatility and 聯準會 officials stressed that more data was needed to inform decisions.

Facts:
- European financial markets saw their worst sell-off in years on Thursday (1), with several indicators reaching multi-year highs.
- The spread between French and German 10-year government bonds climbed to 141 basis points, its highest since the 2012 European sovereign debt crisis.
- The price of French credit default swaps (CDS) has risen more than 1 times over the past 1 month.
- 高盛 forecasts that France's debt-to-GDP ratio could rise to 125% in the early part of the next decade.
- The U.S. 10-year Treasury yield touched 5.34% in early trading, a multi-year high, before retreating to 5.233%.
- West Texas Intermediate (WTI) crude futures rose 2.7% to settle at $92.87 a barrel.
- The S&P 500 gained 0.2% at the close, while the Nasdaq Composite rose nearly 0.1%.

## 〈台股盤前要聞〉台股重返4萬8、美光攜台廠出海、勞動基金大賺

- Published: 2026-10-02T06:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619878
- Article page: https://ainews.idaeo.ai/a/4220771-en.html
- anchor: #n3150345
- Companies mentioned: 美光、台灣美光、台積電、聯發科、和碩、亞翔、帆宣、南亞科、屏東科學園區

台股重返4萬8千點，美光擴大在台投資並攜台廠出海，勞動基金績效亮眼收益率近3成，和碩看好AI伺服器成長，政府通過債券稅賦優惠及支持生醫、半導體產業發展。

Facts:
- The Taiwan Weighted Index closed at a record high of 48353.49 points, moving back above the 4萬8千-point threshold.
- 美光's construction spending in the coming years is expected to rank among the top five globally, excluding some Chinese companies.
- 整體勞動基金115年截至8月底收益數為2兆3,227億元，收益率達29.45%。
- Each worker’s account in the new labor pension system could show an average investment gain of about NT$123,900.
- 和碩 is optimistic that AI server revenue will grow by triple digits this year, and that its share could reach 1 cheng.
- The Executive Yuan decided to extend the suspension of securities transaction tax on corporate bonds, financial debentures and passive bond ETFs for 10 years, through December 31, year 125.
- 國科會通過13件投資案，投資總額為新台幣512.19億元，包含南亞科入駐屏東科學園區。

## 〈Energy wrap-up〉Oil prices surge more than 4%! China halts fuel exports, U.S. troop buildup in Middle East fuels supply concerns

- Published: 2026-10-02T06:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619985
- Article page: https://ainews.idaeo.ai/a/4220770-en.html
- anchor: #n3150344
- Companies mentioned: 中國石油天然氣集團、中國石油、浙江石化、Capital Economics、Goldman Sachs

International oil prices jumped more than 4% on Thursday, with Brent crude settling at $102.31. The rise was driven by Chinese refiners suspending fuel exports in October to secure domestic inventories, as well as concerns about supply disruptions after the U.S. was reported to be preparing to send more troops to the Middle East, adding to pressure on global refined-product supplies.

Facts:
- Brent crude futures for December settled at $102.31 a barrel, up 4.37%.
- Chinese refiners have suspended exports of petroleum products in October, with shipments barred to all destinations except Hong Kong and Macau.
- The U.S. is reportedly preparing to send a 3rd aircraft carrier and up to 1萬 troops to the Middle East.
- China's commercial gasoline and diesel inventories total about 2,000萬 barrels less than the prewar level set by Beijing.
- Analysts raised their forecast for the average Brent crude price in 2026 to $89.05 a barrel.

## Trump in TIME interview: Great Taiwanese chip company investing $5000億 in U.S.

- Published: 2026-10-02T06:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619970
- Article page: https://ainews.idaeo.ai/a/4220533-en.html
- anchor: #n3150194
- Companies mentioned: 時代雜誌 (TIME)、輝瑞 (Pfizer, PFE-US)、蘋果 (Apple, AAPL-US)、輝達 (Nvidia, NVDA-US)、英特爾 (Intel, INTC-US)、OpenAI、Anthropic

美國總統川普在《時代雜誌》專訪中宣稱，一家「偉大的台灣晶片公司」正在美國投資 5,000 億美元，但未透露公司名稱。專訪於 9 月 28 日在白宮進行，涵蓋聯準會利率、AI、美中競爭及伊朗戰事等議題。

Facts:
- 川普於《時代雜誌》專訪中宣稱，一家「偉大的台灣晶片公司」正在美國投資 5,000 億美元
- Trump did not disclose the Taiwanese chip company's name, investment period or plan details in the interview.
- The TIME interview took place at the White House on September 28 and was published on Thursday (1).
- Trump opposes a possible rate hike by 聯準會 at the end of the year.
- Trump said he now calls AI “Super Intelligence” (Super Intelligence, SI), adding that Xi Jinping agrees.
- Citing the U.S. government's acquisition of an equity stake in Intel (INTC-US), Trump argued that when the government helps companies, it should also secure benefits for the United States.
- Trump said he was open to similar arrangements with OpenAI and Anthropic, like the one involving Intel, but offered no specific plan.
- Trump said the goals originally set for the conflict with Iran had been achieved.

## 【Yuen Chi-fung column】Macau gaming revenue in September falls short of expectations

- Published: 2026-10-02T05:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619099
- Article page: https://ainews.idaeo.ai/a/4220534-en.html
- anchor: #n3150195
- Companies mentioned: 吉利汽車、騰訊、中海油、華潤置地、中芯國際、智譜、石藥集團、翰森製藥、藥明生物、藥明康德、百濟神州、信義光能、中生製藥、信達生物、海底撈、中國宏橋、老鋪黄金、建設銀行、中國銀行、創科實業、美的集團、中國人壽、泡泡瑪特、中國聯通、中國海外、龍湖集團、美團、京東、百度、快手、Minimax、阿里健康、嗶哩嗶哩、商湯、理想汽車、舜宇光學、天數智芯、騰訊音樂、聯想、蔚來、比亞迪電子、華虹宏力、中煤能源、兗礦能源、恒瑞醫藥、山東黃金、招金礦業、協鑫科技、中國國航、東方航空、南方航空、比亞迪、零跑汽車、甲骨文、新世界發展

袁志峰專欄指出澳門9月博彩收入遜預期，連跌四個月。港股恒指微升，醫藥黃金股領漲。內地車企銷量分化，比亞迪、零跑增長顯著。騰訊斥資70億美元租用甲骨文數據中心以推進AI發展。

Facts:
- Macau's gaming revenue in September was 18.063 billion patacas, down 1.2% year over year and marking a 4th consecutive monthly decline.
- 周三恒指收報24613點，升90點或0.4%，成交額按日減2%至1818億元。
- China's manufacturing Purchasing Managers' Index (PMI) came in at 50.1 in September, above 49.8 in August.
- 比亞迪 sold 463,600 vehicles in September, up 17.0% year over year.
- 騰訊 has agreed to lease multiple data centers from 甲骨文 in Southeast Asia for five years in a deal expected to be worth about $7 billion.
- The U.S. Personal Consumption Expenditures (PCE) price index rose 3.4% year over year in August, below expectations of 3.7%.
- 新世界發展 posted a loss attributable to shareholders of HK$28.149 billion for the year ended at the end of June, and will not pay a final dividend.

## 信「5月賣股」錯失行情！專家揭密：買入並持有才是美股贏家

- Published: 2026-10-02T05:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619179
- Article page: https://ainews.idaeo.ai/a/4220532-en.html
- anchor: #n3150196
- Companies mentioned: MarketWatch、CFRA Research

MarketWatch專欄作家Mark Hulbert指出，儘管近期美股表現強勁，但長期數據顯示，買入並持有策略在風險調整後的報酬率仍優於「5月賣股離場」等季節性投資策略。

Facts:
- MarketWatch columnist Mark Hulbert explained that the seasonal strategy of being in the market for half the year and out for the other half is also known as the “Halloween indicator.”
- Since the end of April, the S&P 500's total return has reached 6.9%.
- 標普500指數自4月底以來的報酬率是歷來5月至10月這六個月平均報酬率的三倍以上。
- A comparison with the past five years and 10 years ago shows that the buy-and-hold strategy outperformed three strategies based on the historical tendency for stocks to weaken between May 1 and Halloween.
- On a risk-adjusted basis, the buy-and-hold strategy also outperformed the traditional Halloween indicator, the early-entry strategy and the sector-rotation strategy.
- 類股輪動策略由CFRA Research首席投資策略師Sam Stovall創立，建議在5月至10月期間投入民生必需消費品及醫療保健類股。

## Kong Lingxin’s View: U.S. Transit Stop Fades into a Pipe Dream, Arms Purchases Delayed—After the Trump-Xi Meeting, Taiwan’s Nightmare Is Hard to Shake

- Published: 2026-10-02T08:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168234
- Article page: https://ainews.idaeo.ai/a/4220987-en.html
- anchor: #n3150701

Author Kong Lingxin analyzes how China and the United States established a constructive strategic stability relationship after the second Trump-Xi meeting, leaving Taiwan marginalized under a G2 framework. The 14.4 billion-dollar arms purchase is delayed, Lai Ching-te’s transit stop in the United States is blocked, and the pan-green camp misjudged the situation.

Facts:
- After the second Trump-Xi meeting, China-U.S. ties were characterized as a “constructive strategic stability relationship,” with the two sides set to both compete and coexist peacefully.
- During the Trump-Xi meeting, the two leaders recalled that China and the United States were allies in World War II, allowing Beijing to claim China’s historical legitimacy and authority over the narrative.
- Trump later confirmed that the Taiwan issue was discussed at the second Trump-Xi meeting and that Xi Jinping understood the U.S. position.
- Taiwan’s 14.4 billion-dollar arms purchase and F-16V aircraft deliveries will clearly be delayed.
- President Lai Ching-te is very unlikely to make a transit stop in the United States, as China-U.S. relations have become Trump’s current top priority.
- After Japanese Prime Minister Sanae Takaichi called for the deletion of the “enemy state clauses” in her address to the U.N. General Assembly, she held a 20-minute phone call with Trump to discuss Taiwan.
- In an interview with U.S. media outlet CBS, Taipei Representative to the United States Yu Da-lei said that the government of the Republic of China, not Xi Jinping, fought alongside the United States during World War II.

## Wei An’s View: Who Had the Upper Hand in the “Eight Clashes” Between Trump and Xi? How Can Taiwan Avoid Being “Traded Away”?

- Published: 2026-10-02T07:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168276
- Article page: https://ainews.idaeo.ai/a/4220988-en.html
- anchor: #n3150702
- Companies mentioned: 華為、輝達、台積電

This article analyzes shifts in negotiating strategies across eight Trump-Xi encounters, arguing that China and the United States have entered managed competition in Trump’s second term and that Taiwan faces the risk of being traded away. The author recommends that Taiwan protect itself by deepening its integration into China’s semiconductor supply chain while strengthening its armaments and autonomy.

Facts:
- Trump and Xi held eight face-to-face meetings over eight years, and their roles have now been reversed.
- In Trump’s second term, the trade truce was extended to Jan. 10 next year, and both sides sharply lowered tariffs.
- 華為’s revenue recovered to 880.9 billion yuan in 2025.
- A single arms sale to Taiwan in December 2025 reached 11.1 billion dollars, a record high.
- Taiwan recorded just 46,344 births in the first half of 2026, and the annual total could fall below 100,000.

## Chou Tai-chu’s View: How Can Taiwan Pragmatically Hedge Its Risks When “Relying on the U.S. to Resist China” Collides with Great-Power Deal-Making?

- Published: 2026-10-02T07:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168576
- Article page: https://ainews.idaeo.ai/a/4220989-en.html
- anchor: #n3150703

A retired ambassador analyzes how China-U.S. relations are shifting toward great-power coordination after the Trump-Xi meeting, warning that Taiwan faces a crisis as its strategy of relying on the United States to resist China falters. He recommends that the government pragmatically hedge its risks.

Facts:
- The “Trump-Xi meeting” in Washington concluded on Sept. 25, and the outcome report made no mention of “Taiwan.”
- Trump leans toward isolationism and is unwilling to commit U.S. troops to a Taiwan Strait conflict 9,500 miles away.
- The PLA’s development of hypersonic anti-ship missiles and its ability to impose a blockade are eroding the U.S. military’s advantage in a Taiwan Strait conflict.
- Many of America’s traditional allies have shifted to a dual-track approach of “economic ties with China, security hedging.”
- Since 2021, official mainland Chinese statements on Taiwan have shifted to emphasize “resolving the Taiwan issue.”

## 吳斯懷觀點：140億軍售案遙遙無期，國軍如何填補F-16延宕空窗？

- Published: 2026-10-02T07:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168472
- Article page: https://ainews.idaeo.ai/a/4220990-en.html
- anchor: #n3150704

退役中將吳斯懷分析指出，受川習會及中美外交角力影響，美國將對台軍售視為談判籌碼，導致140億美元軍售案延宕。國防部長盧比歐坦言軍工產能與全球戰區優先級限制，使交付遙遙無期，國軍面臨戰力空窗風險。

Facts:
- Former U.S. Secretary of State Antony Blinken once said, “If you’re not at the table, you’re on the menu.” The Trump-Xi meeting reminded Taiwan that international politics has no eternal enemies, only eternal interests.
- 川普在5月川習會向媒體表示不希望看到任何人以美國支持為由推動獨立，因為這可能導致美國需要飛行9500英里去參與戰爭。
- Rubio said it would take at least 3 to 5 years of full-scale defense industry production to replenish ammunition depleted by the Russia-Ukraine and U.S.-Iran wars.
- 140億美元的對台軍售案早在2026年1月就獲得美國國會預先批准，卻因美中外交角力與美方內部審查而遭到擱置。
- The arms sale list focuses on “asymmetric warfare” capabilities for air defense, ballistic missile defense, and counter-drone operations, including additional Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE) missiles.
- Former U.S. ambassador to China Nicholas Burns said the United States is now “shaking” its position under the 1979 Taiwan Relations Act, calling it “a very dangerous thing.”
- On Sept. 24, 2026, Chinese President Xi Jinping met with U.S. President Trump at the White House.

## Huang Bing-hsi’s View: Sun Yat-sen and World War II History—The Greatest Common Ground for Resuming Peaceful Cross-Strait Dialogue

- Published: 2026-10-02T07:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168583
- Article page: https://ainews.idaeo.ai/a/4220992-en.html
- anchor: #n3150706

Huang Bing-hsi argues that the Trump-Xi meeting’s review of World War II and Sun Yat-sen’s history offers an opportunity for peaceful cross-strait dialogue. He recommends that mainland China acknowledge the historical contributions of the Republic of China and that Taiwan uphold its constitutional identity, using Sun Yat-sen’s ideals as a bridge to restart dialogue.

Facts:
- At the Trump-Xi meeting, U.S. President Trump explicitly referred to the history of China and the United States fighting side by side as allies in World War II, specifically highlighting the Flying Tigers’ assistance to China.
- The Republic of China represented China in the Allied war against Japan and signed the U.N. Charter; the People’s Republic of China was not founded until 1949.
- Sun Yat-sen’s giant portrait still stands prominently on Tiananmen Square during major holidays, and his “Plans for National Reconstruction” remains an important source of ideas for mainland China’s modernization.
- Author Huang Bing-hsi is honorary president of the National Association for Public Welfare Development. This article offers proposals for resuming peaceful cross-strait dialogue.

## Lu Wen-hao’s View: PLA Holds Taiwan Strait Exercises Early—Luring New Zealand’s Fleet into a Trap?

- Published: 2026-10-02T07:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169002
- Article page: https://ainews.idaeo.ai/a/4220991-en.html
- anchor: #n3150705

Author Lu Wen-hao analyzes the PLA’s recent military activity, noting that its exercises target not only domestic political activities in Taiwan but also involve monitoring New Zealand’s fleet transit and responding to the context of multinational exercises.

Facts:
- On Sept. 18, the New Zealand Navy’s main polar-class replenishment ship, Aotearoa, made a public north-to-south passage through the Taiwan Strait.
- On Sept. 18, the PLA Eastern Theater Command deployed military aircraft in successive sorties into the Taiwan Strait, maintaining high-intensity activity for 36 consecutive hours before the area was cleared.
- Between Sept. 18 and 19, the PLA had as many as 11 warships in waters around Taiwan.

## Hsia Chen’s Column: Chang Shu-chuan Kneels vs. Wang Ling-lin Acquitted—A Shocking Tale of Taiwan’s Elite-Friendly Justice System

- Published: 2026-10-02T07:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169170
- Article page: https://ainews.idaeo.ai/a/4220993-en.html
- anchor: #n3150707
- Companies mentioned: 東森集團

This column examines the acquittal of Wang Ling-lin in the second trial of his bribery case and the lenient sentence in Chou Yu-kou’s defamation case. It accuses the courts of applying starkly inconsistent reasoning and judges of failing to provide adequate explanations, fueling public resentment over elite-friendly justice and judicial bullying.

Facts:
- 東森集團 President Wang Ling-lin was acquitted on appeal in a case involving bribes to prison officials.
- Su Ching-chun, former deputy warden of Taipei Prison, was also acquitted in the Wang Ling-lin case.
- Media personality Chou Yu-kou, convicted of spreading rumors about Miss China Chang Shu-chuan, had her sentence reduced on appeal from one year and six months to nine months.
- The total value of the gifts involved in the Wang Ling-lin case was only tens of thousands of dollars.
- A sanitation worker gave a secondhand rice cooker worth a little over 30 dollars to an elderly woman who collected recyclables and was ultimately sentenced to 三 months in prison, suspended for two years; the ruling was final.
- In the case involving the embezzlement of the Rebar Group by Wang Ling-lin’s father, Wang You-tseng, Wang Ling-lin’s sentence was reduced on appeal from 十八 years to 五 years and 八 months after he was handed a heavy sentence at the first trial.

## Opinion: A “Taiwan” Towel Shattered the Old Dream of “Greater East Asia Co-Prosperity”

- Published: 2026-10-02T07:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168365
- Article page: https://ainews.idaeo.ai/a/4220783-en.html
- anchor: #n3150398

During the 20th Asian Games in Nagoya, a “Taiwan” towel displayed by Taiwanese fans and the organizers’ mistaken ban on the Rising Sun Flag triggered a storm over symbols. The article strongly criticizes the Lai Ching-te administration for whitewashing Japan’s colonial history and pursuing pro-Japan policies in an attempt to “rely on Japan to seek independence,” saying this violates the spirit of the Nagoya Resolution and does nothing to improve Taiwan’s security.

Facts:
- The 20th Asian Games are underway in Aichi-Nagoya, Japan, with 45 countries and regions and about 11,000 athletes taking part.
- Asian Olympic Council President Prince Joaan said anyone bringing political flags or symbols into a sports venue would face consequences.
- The Nagoya Resolution was adopted in Nagoya in 1979, establishing the arrangement for Taiwan to compete under the name “Chinese Taipei.”
- Lai Ching-te’s claim that Japan colonized Taiwan to promote a “Greater East Asia Co-Prosperity Sphere” triggered a public outcry on the island.
- More than 600,000 Taiwanese people died during Japanese colonial rule due to massacres, plunder, and forced labor.
- Lai Ching-te’s father, Lai Chao-chin, was arrested by Japanese police and military police in the Rueifang mining area in 1940 on charges of “anti-Japanese activity” and was tortured.
- The Lai Ching-te administration is pushing the defense budget up to 5% of GDP by 2030.

## Zhang Linghe Loses Out for “Love Between Fairy and Devil”! He’s the Winner of the Top 10 Most Handsome Supporting Actors in Mainland Chinese Dramas of the Past 5 Years: His Commanding Aura Crushes the Competition, and Fans Call Him the Ultimate Second Male Lead

- Published: 2026-10-02T06:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11168722
- Article page: https://ainews.idaeo.ai/a/4220785-en.html
- anchor: #n3150399

Based on discussions on Weibo and Douban from 2022 to September 2026, this article ranks the Top 10 most handsome supporting actors in mainland Chinese dramas of the past 5 years. Cheng Lei (“My Journey to You”) takes first place, Zhang Linghe (“Love Between Fairy and Devil”) is runner-up, and Wang Xingyue (“Story of Kunning Palace”) comes third. The ranking highlights looks, styling, and memorable characters.

Facts:
- Cheng Lei is the winner of the Top 10 most handsome supporting actors in mainland Chinese dramas of the past 5 years.
- Zhang Linghe placed second for his role as Chang Heng in Love Between Fairy and Devil.
- Wang Xingyue placed third for his role as Zhang Zhe in Story of Kunning Palace.
- Tian Jiarui placed fourth for his role as Gong Yuanzhi in My Journey to You.
- Li Yunrui placed fifth for his role as Yuan Shen in Love Like the Galaxy.
- Tang Xiaotian placed eighth for his role as Zhang Jinran in Pearl Curtain and Jade Curtain.

## Morning News Briefing, 10/2 | Bring an umbrella when heading out in northern Taiwan today; temperatures will “drop to 20 degrees” on this day; Reuters reveals variables in a possible 2028 Chinese invasion of Taiwan; 9 students at Taipei’s Minzu Elementary School suffer gastrointestinal symptoms, and Chiang Wan-an responds

- Published: 2026-10-02T06:58:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169176
- Article page: https://ainews.idaeo.ai/a/4220786-en.html
- anchor: #n3150400

Northern Taiwan will turn cooler with rain on October 2, and the Central Weather Administration urged the public to prepare rain gear and light jackets; Reuters reported that U.S. officials assessed political variables in the Taiwan Strait in 2028, while the Presidential Office reiterated its commitment to strengthening defense; the first F-16 Block 70 fighter jets arrived in Taiwan, a new labor marriage-leave policy took effect, and Asian Games boxers competed for gold.

Facts:
- As the northeast monsoon strengthens on October 2, the likelihood of rain will increase in northern Taiwan and Hualien, with localized heavy rain possible in Yilan.
- Citing U.S. officials, Reuters reported that Beijing may be more inclined to use force if the DPP wins a fourth consecutive term in 2028.
- Starting October 1, laborers’ marriage leave was extended from 8 days to 14 days, with wages paid throughout the leave.

## Opinion: Has China’s stance on Iran changed?—A look at one outcome of the meeting between the Chinese and U.S. leaders

- Published: 2026-10-02T06:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169061
- Article page: https://ainews.idaeo.ai/a/4220787-en.html
- anchor: #n3150401

This article analyzes statements on Iran’s nuclear program and passage through waterways in the consensus reached at the meeting between the Chinese and U.S. leaders, arguing that China’s policy remains consistent and has not shifted toward the United States.

Facts:
- The third item in the “eight-point consensus” announced after the meeting between the Chinese and U.S. leaders contains two points: Iran should honor its commitment not to develop nuclear weapons, and no country or organization should impose transit fees on international waterways.
- The article argues that the substance of the outcomes of this meeting between the Chinese and U.S. leaders is that China took elements of its existing policy that overlap with the U.S. position and elevated them into jointly affirmed political principles—a case of “selective emphasis.”

## Chang Jing-wen column: Amid chip restrictions, how is China getting AI models onto U.S. cloud platforms?

- Published: 2026-10-02T06:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169064
- Article page: https://ainews.idaeo.ai/a/4220784-en.html
- anchor: #n3150402
- Companies mentioned: 馬斯克、中國央視、創新工場、彭博、SemiAnalysis、百度、阿里巴巴、騰訊、Nscale、字節跳動、Spring、微軟、Microsoft Foundry、亞馬遜、AWS Bedrock、Google、Model Garden、輝達

U.S. chip export bans have failed to halt China’s AI development. China continues advancing large-model technology through domestic research and development and by renting computing power overseas, creating a gray zone for cross-border computing and posing challenges to Taiwan’s energy and computing infrastructure.

Facts:
- U.S. export bans on advanced chips have failed to stop the evolution of Chinese AI models or their growing global competitiveness.
- China’s data center capacity will exceed 24GW by the end of 2026, keeping the country firmly in second place globally in overall scale.
- The combined capital expenditure of China’s three major tech giants in the second quarter of 2026 was about US$20 billion, pushing their free cash flow entirely into negative territory.
- Chinese companies’ overseas computing-power rentals will balloon to nearly 4GW in 2029.
- Chinese companies are rapidly capturing the global developer market and gaining influence over the ecosystem through an open-weight model strategy.

## Liao Yuan-hao: The Control Yuan is paralyzed again. Who Cares?

- Published: 2026-10-02T06:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169026
- Article page: https://ainews.idaeo.ai/a/4220788-en.html
- anchor: #n3150403

The Legislative Yuan rejected all 27 nominees for Control Yuan members put forward by President Lai Ching-te, paralyzing the Control Yuan. The author criticizes its poor performance and the public’s indifference, attributing the situation to political infighting and the failure of Control Yuan members to fulfill their duties.

Facts:
- On September 29, the Legislative Yuan voted on whether to consent to President Lai’s 27 nominees for Control Yuan members; all 27 were rejected.
- Without Control Yuan members, the entire institution can only sit idle and exercise none of its powers.
- During Chen Shui-bian’s presidency, the Control Yuan was likewise paralyzed for three and a half years (2005.2.1-2008.7.31) amid a standoff between the president and the Legislative Yuan.
- In Interpretation No. 632, the Grand Justices stated that it is unconstitutional for a president to passively refrain from making nominations, or for the Legislative Yuan to passively refrain from exercising its power of consent, thereby preventing the Control Yuan from exercising its powers.
- The Control Yuan’s impeachment and censure powers address misconduct and dereliction of duty by public officials, but disciplinary action against officials can already be handled through other channels.
- With the DPP having been in power for ten years, has the Control Yuan handled any major cases against the ruling party, and did the independent Control Yuan provide particularly effective oversight during President Tsai Ing-wen’s term?
- After this shutdown, the ball is back in the president’s court: will President Lai continue making nominations, or leave the positions vacant indefinitely, as he has with nominees for the Constitutional Court?

## Opinion: After the “ocean current,” election campaigns cannot rely on rallies alone—the KMT needs to change its methods

- Published: 2026-10-02T06:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168286
- Article page: https://ainews.idaeo.ai/a/4220790-en.html
- anchor: #n3150405

This article analyzes the impact of the “ocean-current” effect on the 2026 local elections, arguing that political attention has moved beyond administrative boundaries. The author says the KMT cannot respond by relying solely on traditional rallies and must shift to participatory campaign methods that can attract voters with low levels of engagement.

Facts:
- Shen Boyang and Su Chiao-hui began discussing “shared prosperity for the two cities” in May, and in September Shen Boyang traveled south to appear with Lai Jui-lung.
- Shen Boyang and Lai Jui-lung appeared together in Kaohsiung on September 19, with police estimating a crowd of about 30,000.
- A Taipei poll showed a close race, with Chiang Wan-an at 41.7% and Shen Boyang at 40.5%.
- The article proposes five new campaign formats: counter-rallies, urban-problem labs, cross-city issue forums, policy stress tests, and public commitment-tracking boards.
- Traditional rallies are good at addressing whether people who already like me will ultimately vote for me, but they cannot answer why people who had not made up their minds would suddenly want to participate again.

## If a Chinese woman marries and moves to Taiwan, how soon can she get a Taiwanese ID card? Marriage alone is not enough to get one—the “4 years + 2 years” rule explained

- Published: 2026-10-02T06:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11168966
- Article page: https://ainews.idaeo.ai/a/4220789-en.html
- anchor: #n3150404

This article explains the process for mainland Chinese spouses applying for a Taiwanese ID card, noting the “4 years + 2 years” requirement—4 years of dependent residence followed by 2 years of long-term residence—and emphasizing the requirement to reside in Taiwan for more than 183 days each year. Applicants can obtain an ID card only after passing settlement review and completing household registration.

Facts:
- The legal residence period for mainland-area spouses applying for settlement is 4 years of dependent residence plus 2 consecutive years of long-term residence.
- During both the dependent-residence and long-term-residence stages, applicants must legally reside in Taiwan for more than 183 days each year.
- If someone resides in Taiwan for fewer than 183 days in a given year, that year is not counted, and the long-term residence period is interrupted and must be recalculated.
- Applicants for settlement must meet requirements including good conduct, no criminal record, renunciation of their original household registration, and compliance with national interests.
- After obtaining a settlement certificate, applicants must apply for initial household registration at a household registration office within 30 days.

## Opinion: The image of the upright, warm-hearted pro bono lawyer has taken another hit

- Published: 2026-10-02T06:25:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168304
- Article page: https://ainews.idaeo.ai/a/4220791-en.html
- anchor: #n3150406
- Companies mentioned: 法扶、民進黨新潮流

With the backing of 民進黨新潮流, Lin Guozhang is running for Yilan County magistrate on the strength of his image as a public-interest lawyer. But his past work defending people accused of fraud and sexual assault has come to light, raising questions about whether his image reflects reality.

Facts:
- Lin Guozhang has defended fraudsters, sex offenders, and corrupt officials, mostly in cases he took on himself, rather than cases assigned by 法扶.
- 民進黨新潮流 has cast Lin Guozhang as upright and warm-hearted, dedicated to public service and maintaining an unblemished record.
- Lin Guozhang served as chair of the Yilan branch of 法扶 for six years and used this experience to build his image as a public-interest lawyer.
- In a sexual assault case, Lin Guozhang argued on behalf of a defendant who admitted to the crime that the perpetrator had merely “made a lapse in judgment.”
- 宜蘭縣去年發生2948件詐欺案，財損金額高達13億7千萬元。

## Opinion: Three thousand years later, why is democracy still waiting for an oracle?

- Published: 2026-10-02T06:22:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168623
- Article page: https://ainews.idaeo.ai/a/4220792-en.html
- anchor: #n3150407

Drawing on Homeric epic and modern legal cases, this article explores how democratic societies can balance public anger with the rule of law. The author argues that in response to crimes such as drug-impaired driving, the government must do more than impose harsh penalties: it must demonstrate that the system works and safeguard due process.

Facts:
- After hearing Athena’s voice in the Iliad, Achilles lowered his sword.
- Zeus was regarded as the protector of strangers and guests, giving social obligations a sacred dimension.
- Under Paragraph 1 of Article 185-3 of the Criminal Code, a drug concentration in urine or blood that reaches the standard announced by the Executive Yuan constitutes grounds for punishment.
- In July 2026, the Legislative Yuan passed amendments to the Road Traffic Management and Penalty Act on third reading to address drug-impaired driving.
- Constitutional Court Judgment No. 13 of 112 reviewed the statutory penalty for the crime of selling Category 1 drugs.

## Opinion: The KMT–TPP alliance has fallen apart in Zhubei; mutual trust between the parties is what matters

- Published: 2026-10-02T06:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11168608
- Article page: https://ainews.idaeo.ai/a/4220793-en.html
- anchor: #n3150408

Cooperation between the KMT and TPP in the Zhubei mayoral election has collapsed. The KMT says there will be no spillover effects, but the author criticizes the claim as lacking statistical evidence and stresses that the real issue is the loss of political trust.

Facts:
- The breakdown of KMT–TPP cooperation in the Zhubei mayoral election has prompted much speculation, while the KMT views it as an isolated incident.
- Legislator Lee Yen-hsiu said internal polling data showed that the breakdown in KMT–TPP cooperation had produced no spillover effects.
- Former party chairman Ko Wen-je publicly predicted that the Zhubei breakdown would have spillover effects.
- KMT councilor Ling Tao warned that supporters of the TPP would be unhappy.
- The article argues that the biggest concern arising from the breakdown in KMT–TPP cooperation is the gradual erosion of political trust.

## The Betrayal of the Intellectuals—The Fatal Weakness of Being a Professor in Germany: Excerpt from “How Political Correctness Changed the World” (1)

- Published: 2026-10-02T06:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11167544
- Article page: https://ainews.idaeo.ai/a/4220543-en.html
- anchor: #n3150254

This excerpt examines the politicization of U.S. college campuses and the problem of antisemitism, citing the betrayal of German intellectuals a century ago as a warning and criticizing academia today for abandoning its independence.

Facts:
- French philosopher Julien Benda published “The Betrayal of the Intellectuals” in 一九二七年, condemning European intellectuals for falling into extreme nationalism and racism.
- After 二○二三年 October 7, hostility toward Israeli policies on U.S. campuses has often slid into antisemitism. For example, students at an Ivy League university found a note reading “ZIONIST KIKE!”
- In his 一九一七年 lecture “Science as a Vocation,” Max Weber argued that political activism should not be allowed in the classroom.
- Between 一九○一 and 一九四○, Germans accounted for more than 四分之一 of Nobel laureates in the sciences, exceeding the 百分之十一 share for American scientists.

## Good Morning World》Cabinet: NT$10,000 cash payout expected before Lunar New Year next year; hopes Legislature will review it promptly

- Published: 2026-10-02T08:35:43+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202610025001.aspx
- Article page: https://ainews.idaeo.ai/a/4221194-en.html
- anchor: #n3150816
- Companies mentioned: 經濟部、中油、台電、中經院、南亞科技股份有限公司、台灣美光、勞動部、財政部、台大醫院

The Executive Yuan said the budget for the 116年 cash payout is NT$235.7 billion, with a target of distributing it before Lunar New Year next year; the 中經院 PMI rose again in September to 63.4%; labor funds totaled more than NT$9 trillion; Taiwan stocks set a record closing high; F-16V fighter jets arrived in Taiwan; and Taiwanese athletes won medals at the Asian Games.

Facts:
- A budget of NT$235.7 billion has been allocated for the cash handout
- The September Manufacturing Purchasing Managers’ Index (PMI) rose another 0.9 percentage points to 63.4%
- Total labor fund assets of NT$9.1092 trillion
- The weighted index rose 413.36 points at the close to 48353.49 points
- 66 F-16V (blk70) fighter jets purchased from the United States

## RAF base in Britain narrowly avoids suspected terror attack; Iranian man arrested and monitored for days

- Published: 2026-10-02T08:29:39+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610020017.aspx
- Article page: https://ainews.idaeo.ai/a/4221147-en.html
- anchor: #n3150810
- Companies mentioned: 中央社、杜拜航空、flydubai

Fairford RAF base in Britain is suspected to have narrowly avoided a terror attack. Police arrested a 25-year-old British-Iranian dual national in London, after previously arresting 5 British men near the base and placing them under surveillance. Prime Minister Bennan said Iran played a role; a bloody incident in the cockpit of a 杜拜航空 flight has also prompted discussion about links to the situation in the Middle East.

Facts:
- The dual-national man who was arrested was 27 years old
- Police corrected the man’s age to 25
- Another man, a 26-year-old British citizen
- Fairford RAF base was suspected to have narrowly avoided a terror attack on September 27
- Men aged 23 to 25
- More than 170 people aboard were killed or injured

## SoftBank completes $30 billion investment in OpenAI, bringing its cumulative stake to 13%

- Published: 2026-10-02T07:55:41+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202610020016.aspx
- Article page: https://ainews.idaeo.ai/a/4220959-en.html
- anchor: #n3150640
- Companies mentioned: 軟銀集團 (SoftBank Group)、OpenAI、亞馬遜 (Amazon)、輝達 (Nvidia)、願景基金2號 (Vision Fund 2)

SoftBank Group has completed its $30 billion investment in OpenAI, bringing its cumulative stake to 13% and making it one of OpenAI’s largest investors. The investment was part of OpenAI’s $122 billion fundraising round, valuing the company at $852 billion.

Facts:
- OpenAI has secured $122 billion in investment commitments
- Company valuation reaches $852 billion
- Funds to be invested in 3 tranches of $10 billion each
- SoftBank raised $11.1 billion in September
- SoftBank’s cumulative investment in OpenAI has now reached $64.6 billion

## U.S. 30-year mortgage rate jumps to 7.28%, highest in nearly 3 years

- Published: 2026-10-02T07:28:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610020015.aspx
- Article page: https://ainews.idaeo.ai/a/4220891-en.html
- anchor: #n3150556
- Companies mentioned: 中央社、Freddie Mac、房地美、美聯社

The U.S. 30-year fixed mortgage rate rose to 7.28%, its largest increase in 4 years and its highest level in nearly 3 years; the 15-year rate also climbed to 6.60%.

Facts:
- 7.28%
- 7.03%
- 6 consecutive weeks
- November 22, 2023
- October 2022
- 5.98%
- 6.42%
- 6.60%
- 5.55%

## F-16V fighter jets set to arrive in Taiwan; U.S. State Department: Working with Indo-Pacific friends to advance security

- Published: 2026-10-02T07:21:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610020014.aspx
- Article page: https://ainews.idaeo.ai/a/4220886-en.html
- anchor: #n3150478
- Companies mentioned: 中央社

The first 2 of the 66 F-16V fighter jets Taiwan purchased from the United States have taken off from Hawaii and are expected to arrive in Taiwan. The U.S. State Department reiterated that its policy toward Taiwan remains unchanged and said it would work with friends and allies in the Indo-Pacific to advance security.

Facts:
- 66 F-16V (blk70) fighter jets
- First 2 jets
- Tail numbers 6727 and 6728
- 1151002

## Fuel prices surge; Trump says he may ask Europe to release diesel reserves

- Published: 2026-10-02T07:15:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610020013.aspx
- Article page: https://ainews.idaeo.ai/a/4220864-en.html
- anchor: #n3150472
- Companies mentioned: 中央社、法新社、美國財政部、歐洲聯盟執行委員會、歐盟執委會

U.S. President Trump said he may ask European allies to release strategic diesel reserves to curb soaring fuel prices caused by the war with Iran; Treasury Secretary Bessent also urged Europe to draw on its reserves immediately.

Facts:
- （中央社達拉斯1日綜合外電報導）
- (Translated by: Yang Chao-yen) 1151002

## Russian drones strike Kyiv’s main bridge; Putin rejects halt to long-range attacks

- Published: 2026-10-02T06:52:31+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610020012.aspx
- Article page: https://ainews.idaeo.ai/a/4220760-en.html
- anchor: #n3150337

A Russian drone struck Kyiv’s main bridge, the Southern Bridge, for the first time since the war began; Putin ruled out the possibility of agreeing with Ukraine to a ceasefire in long-range attacks.

Facts:
- Attacked by 2 drones
- 1151002

## Avalanche buries Nepal’s Shim Rong Peak base camp; 15 staff members killed

- Published: 2026-10-02T06:47:29+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610020011.aspx
- Article page: https://ainews.idaeo.ai/a/4220742-en.html
- anchor: #n3150331
- Companies mentioned: 中央社、路透社、尼泊爾國家登山嚮導協會、Nepal National Mountain Guide Association、NNMGA

An avalanche buried the base camp at Nepal’s Shim Rong Peak last weekend, trapping Nepalese staff who were preparing to welcome foreign climbers. Rescuers confirmed that at least 15 people had died, while 1 person remained missing; the search and rescue operation may be over.

Facts:
- At least 15 deaths have been confirmed
- Shim Rong Peak, at an elevation of 7126 meters
- 15 bodies have been found beneath the snow
- 7 of the bodies were found earlier this week
- Another 8 were found today
- 1 staff member remains missing

## “From what age can children stay home alone?” 3 common concerns

- Published: 2026-10-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360082
- Article page: https://ainews.idaeo.ai/a/4220910-en.html
- anchor: #n3150596
- Companies mentioned: m3.com、Docpedia LIFESTYLE

Docpedia LIFESTYLE content exclusively for m3.com physician members addresses 3 common concerns about the age at which children can stay home alone.

## [Manga] What are “outfits for going out that you can also wear every day”?

- Published: 2026-10-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360674
- Article page: https://ainews.idaeo.ai/a/4220909-en.html
- anchor: #n3150595
- Companies mentioned: m3.com Doctors LIFESTYLE

A manga introduces the results of a “Clothing Survey” conducted among 4262 doctors on m3.com Doctors LIFESTYLE. It explains ways to dress down outfits for outings to academic conferences and ceremonies.

Facts:
- 4262 doctors

## Can't manage the family grave back home anymore… Secrets to successfully closing a grave

- Published: 2026-10-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360088
- Article page: https://ainews.idaeo.ai/a/4220908-en.html
- anchor: #n3150594

More people are considering closing their family graves because of the burden of visiting graves far from home, a lack of successors and high maintenance costs. This article outlines the procedures and points to keep in mind.

## Do I have to relocate alone for work?

- Published: 2026-10-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1353449
- Article page: https://ainews.idaeo.ai/a/4220907-en.html
- anchor: #n3150593
- Companies mentioned: m3.com、Docpedia LIFESTYLE

This content is available exclusively to m3.com physician members. Docpedia LIFESTYLE features experts and doctors answering questions about careers and lifestyles.

## [Manga] The intense pressure a 7th-year female doctor faces from her mother

- Published: 2026-10-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360085
- Article page: https://ainews.idaeo.ai/a/4220906-en.html
- anchor: #n3150592

The story depicts the intense pressure from Dr. Morita’s mother, who kept a close eye on her despite the late hour after Dr. Morita returned to her parents’ home following drinks one-on-one with Dr. Matsuda. Meanwhile, “Professor Murata and the Cheerful Department Staff” follows the daily lives of Professor Murata, who struggles on in a department at its limit, and the department’s colorful staff.