AI News 180m Report

2026-10-02 12:00–15:00 JST

760 received, 760 listed, 7 sources ・ Page 8 of 8

One place for news and notices from 2 countries/regions: Japan, 579 items from 1 source; Taiwan, 181 items from 6 sources.

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

Taiwan | 國家災害防救科技中心 (continued)(38)

Water outage (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will suspend water service in Gonglao and Guting villages, Zhuangwei Township, Yilan County, from October 2 to 7, 2026, to accommodate minor pipeline relocation work by Shenshui Plant.

Facts

  • 114-115 fiscal years
  • 2026-10-02T10:37:05
  • 2026-10-07T17:00:00

Companies mentioned:台灣自來水公司

Water outage (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will suspend water service in Gonglao and Guting villages, Zhuangwei Township, Yilan County, from October 2 to October 8, 2026, to accommodate minor pipeline relocation work by Shenshui Plant.

Facts

  • 114-115 fiscal years
  • 2026-10-02T10:39:05
  • 2026-10-08T17:00:00

Companies mentioned:台灣自來水公司

Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)

Published ・ Source Taiwan | 國家災害防救科技中心

The Water Resources Agency 水利署 issued an updated notice on Hushan Reservoir's free overflow into Beigang River, affecting multiple townships and cities in Yunlin County and Chiayi County. Residents along the banks are advised to be extra alert and keep away from the riverbed.

Facts

  • Effective time: 2026-10-02T11:18:40
  • Expiration time: 2026-10-02T14:19:00

Companies mentioned:水利署

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for parts of Guoxing Township, Nantou County, due to emergency repairs to a leak in front of No. 223, Guoxing Road. The affected areas are Shimen Village, Ganlin Village and Guoxing Village. The alert is in effect from 10:58 to 13:00 on Oct. 2, 2026.

Facts

  • No. 223, Guoxing Road
  • Effective time: 2026-10-02T10:58:14
  • Expiration time: 2026-10-02T13:00:00

Companies mentioned:台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for Zhonghu Village and Donghu Village in Yingge District, New Taipei City, due to emergency repairs to a leak beside No. 36, Donghu Road, Yingge District. The outage is expected to last from 10:46 to 13:30 on Oct. 2, 2026.

Facts

  • No. 36, Donghu Road
  • Effective time: 2026-10-02T10:46:46
  • Expiration time: 2026-10-02T13:30:00

Companies mentioned:台灣自來水公司

Strong Wind Advisory for Land Areas (Yellow Alert) (Miaoli County, Taoyuan City, Lienchiang County, Hsinchu County, Taichung City, Penghu County)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 issued a strong wind advisory for land areas (yellow alert), saying that from the morning of 2 through the afternoon of 3, some areas of Taoyuan City, Hsinchu County, Miaoli County, Taichung City, Penghu County and Lienchiang County could experience average winds of force 6 or higher or gusts of force 8 or higher. The public was urged to take care outdoors.

Facts

  • Average winds of scale 6 or above
  • Gusts of scale 8 or above

Companies mentioned:中央氣象署

Water Outage (Tainan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued an update on water outages affecting parts of Shanhua District, Tainan City, due to emergency pipeline repairs. The affected areas include Shenai Village, Wenzheng Village, Dongguan Village and Dingjie Village. The outage is in effect from 09:06 to 14:00 on Oct. 2, 2026.

Facts

  • Effective time: 2026-10-02T09:06:13
  • Expiration time: 2026-10-02T14:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

Emergency repairs to a leak in a 150mm PVCP pipe in front of No. 55, Lane 226, Yongfeng Road, Bade District, will result in a water outage in Bailu Village and Jiadong Village, Bade District, Taoyuan City.

Facts

  • 150mmPVCP
  • Effective time: 2026-10-02T10:27:07
  • Expiration time: 2026-10-02T14:00:00

Companies mentioned:台灣自來水公司

Water Outage (Pingtung County)

Published ・ Source Taiwan | 國家災害防救科技中心

Original台灣自來水公司發布屏東縣佳冬鄉及枋寮鄉部分村莊因加壓站設備異常而停水的更新訊息,影響區域包含玉光村、佳冬村等,預計於2026年10月2日17:00前恢復供水。

Facts

  • Effective time: 2026-10-02T08:32:37
  • Expiration time: 2026-10-02T17:00:00

Companies mentioned:台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

Original台灣自來水公司發布新北市新莊區民安里停水更新,因破管搶修影響,生效時間為2026年10月2日10:00至13:00。

Facts

  • Effective time: 2026-10-02T10:00:49
  • Expiration time: 2026-10-02T13:00:00

Companies mentioned:台灣自來水公司

Water outage (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will carry out water outage work in parts of Dongshan Township, Yilan County, from Oct. 1 to Oct. 6, 2026, for the Guangxing Plant water network improvement project.

Facts

  • Fiscal Years 115-116
  • 2026-10-01T09:56:56
  • 2026-10-06T17:00:00

Companies mentioned:台灣自來水公司

Water outage (Yilan County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will carry out water outage work in parts of Sanxing Township, Datong Township and Dongshan Township, Yilan County, from Oct. 1 to Oct. 7, 2026, for the Guangxing Plant water network improvement project.

Facts

  • Fiscal Years 115-116
  • 2026-10-01T10:08:45
  • 2026-10-07T17:00:00

Companies mentioned:台灣自來水公司

Water outage (Keelung City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued an update on a water outage in Shazi Village, Zhongzheng District, Keelung City, due to the cleaning of a distribution reservoir. The outage is in effect from 09:58 on Oct. 2, 2026, until 16:00 on Oct. 5, 2026.

Facts

  • Effective time: 2026-10-02T09:58:29
  • Expiration time: 2026-10-05T16:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taichung City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 is replacing pipelines in Daya District, Taichung City, to improve water supply stability and reduce the risk of leaks, resulting in a water outage in Zhongyi Village.

Facts

  • Effective time: 2026-10-02T09:21:40
  • Expiration time: 2026-10-03T17:30:00

Companies mentioned:台灣自來水公司

Water Outage (Pingtung County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will shut off water in Qingye Village, Sandimen Township, and Xinfeng Village, Gaoshu Township, Pingtung County, on Oct. 2, 2026, for pipeline replacement work on Taiwan Provincial Highway 27 (24K+790~25K+930) and other sections.

Facts

  • Effective time: 2026-10-02T09:34:21
  • Expiration time: 2026-10-02T17:30:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for Daping Village, Longtan District, Taoyuan City, due to a severed pipe at a construction site. The outage is in effect from 08:46 to 16:00 on Oct. 2, 2026.

Facts

  • No. 63, You Road
  • 2026-10-02T08:46:14
  • 2026-10-02T16:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 announced a water outage for a pipeline replacement project on Rongmin Road in Zhongli District, affecting Xingren Village, Zhongli District, Taoyuan City. The outage is in effect from 09:09 on Oct. 2, 2026, until 06:00 on Oct. 3, 2026.

Facts

  • Effective time: 2026-10-02T09:09:31
  • Expiration time: 2026-10-03T06:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage notice for a pipeline replacement project on Rongmin Road in Zhongli District, affecting Zhongzheng Village and Zizhi Village. The outage is scheduled from Oct. 2 to Oct. 4, 2026.

Facts

  • Effective time: 2026-10-02T09:17:56
  • Expiration time: 2026-10-04T05:00:00

Companies mentioned:台灣自來水公司

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert in parts of Lugu Township, Nantou County, due to emergency repairs to a broken pipe. The affected areas include Neihu Village, Zhangya Village, Fenghuang Village and Guangxing Village. The alert is in effect from 2026-10-02T09:24:38 until 2026-10-02T16:30:00.

Facts

  • Effective time: 2026-10-02T09:24:38
  • Expiration time: 2026-10-02T16:30:00

Companies mentioned:台灣自來水公司

Water Outage (Changhua County)

Published ・ Source Taiwan | 國家災害防救科技中心

A water pipe was damaged during sewer excavation in Changhua City, prompting emergency repairs and a water outage in front of No. 109, Guangfu Road.

Facts

  • No. 109, Guangfu Road
  • Effective time: 2026-10-02T09:26:16
  • End time: 2026-10-02T16:00:00

Companies mentioned:台灣自來水公司

Water outage (Kaohsiung City)

Published ・ Source Taiwan | 國家災害防救科技中心

A power outage at 台電 has left the booster station's outlet pump unable to supply water. 台灣自來水公司 issued a water outage alert for Jidong Village and Shishan Village in Meinong District, Kaohsiung City.

Facts

  • Effective time: 2026-10-02T09:26:41
  • End time: 2026-10-02T16:00:00

Companies mentioned:台電、台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will carry out a pipe-cutting water outage in Fulian Village, Gongliao District, New Taipei City, on Oct. 2, 2026, in conjunction with the Magang pipeline replacement project.

Facts

  • Effective time: 2026-10-02T08:57:21
  • Expiration time: 2026-10-02T14:00:00

Companies mentioned:台灣自來水公司

Water Outage (Changhua County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will replace pipelines on Section 1 of Gongyuan Road in Guashan Village and Taoyuan Village, Changhua City, Changhua County, to improve water supply stability and reduce the risk of leaks, resulting in a water outage in the area.

Facts

  • Effective time: 2026-10-01T16:48:04
  • Expiration time: 2026-10-02T17:00:00

Companies mentioned:台灣自來水公司

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for Fuliao Village, Caotun Township, Nantou County, due to leak repairs. The outage is expected to last from 08:43 to 17:00 on Oct. 2, 2026.

Facts

  • Effective time: 2026-10-02T08:43:37
  • Expiration time: 2026-10-02T17:00:00

Companies mentioned:台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will carry out pipeline replacement work, resulting in a water outage in Zhonghua Village and Zhonglu Village, Luzhou District, New Taipei City.

Companies mentioned:台灣自來水公司

Taiwan | 鉅亨網(30)

Strong AI data center demand! 東芝 to ramp up production on a large scale for the first time in five years, doubling HDD capacity before 2027

Published ・ Source Taiwan | 鉅亨網

The Nikkei reported that 東芝 plans to invest 60 billion yen to expand its plant in the Philippines to meet AI storage demand, aiming to double HDD capacity before 2027 and raise its market share to 30%.

Facts

  • 東芝 plans to double HDD capacity for AI data centers by fiscal 2027.
  • 東芝 will invest about 60 billion yen to expand its HDD manufacturing facility in the Philippines.
  • This is 東芝's first large-scale investment in hard disk drives in about five years.
  • 東芝's medium-term target is to raise its market share by storage capacity from slightly above 10% to 30%.
  • 東芝's ultimate goal is to launch HDD products in the 100TB class.

Companies mentioned:東芝、威騰(Western Digital)、希捷科技(Seagate)

Trump reiterates that U.S. interest rates should be the “lowest in the world”

Published ・ Source Taiwan | 鉅亨網

Trump reiterated that interest rates should be the lowest in the world, criticizing high rates for dragging down the economy. With inflation data coming in below expectations, markets lowered the odds of an October rate hike to 24.9% and are watching for the upcoming September nonfarm payrolls data.

Facts

  • U.S. President Trump reiterated on the 2nd that U.S. interest rates should be the lowest in the world.
  • Markets put the odds of a Federal Reserve rate hike in October at 24.9%.
  • U.S. inflation rose less than expected in August, and July's data was revised down.
  • Reuters forecasts that nonfarm payrolls rose by 90,000 in September.
  • Trump wants Federal Reserve Chair Warsh to vote according to his wishes.

AI agents flood the internet with traffic; Cramer names 3 companies, says only this one is a buy

Published ・ Source Taiwan | 鉅亨網

AI agents are driving up global internet traffic, benefiting Cloudflare, Akamai and Fastly. Cramer believes Akamai is the best buy because of its reasonable valuation and partnership with Anthropic.

Facts

  • Cramer believes only Akamai is worth buying now.
  • Akamai and Anthropic reached a 7-year, $11.6 billion computing capacity procurement deal.

Companies mentioned:Cloudflare、Akamai Technologies、Fastly、Anthropic、Apple、Google、Microsoft

台驊 successfully activates its assets; subsidiary 韻驊's shared office occupancy rate tops 80%

Published ・ Source Taiwan | 鉅亨網

Container shipping company 台驊 announced that occupancy at its T3CO 韻驊 shared office has topped 80%. Located next to Taipei's City Hall Station in the Xinyi District, the space offers a range of office plans and business services, attracting companies in fields including AI and technology. It also helps overseas brands, such as a Korean fashion brand, establish a presence in Taiwan.

Facts

  • The overall occupancy rate at 台驊 subsidiary T3CO 韻驊's shared office has exceeded 80%.
  • T3CO 韻驊's shared office is in Taipei's Xinyi District, next to City Hall Station on the Bannan Line.
  • T3CO 韻驊 offers services including private offices, window-side hot desks, meeting spaces, professional reception, business registration and corporate support.
  • Companies at T3CO 韻驊 include those in fields such as AI, technology, branding and logistics.
  • A Korean fashion and lifestyle brand was supported by T3CO 韻驊 through its initial establishment in Taiwan and is preparing to move into a private office.
  • 台驊 is a container shipping company with the stock ticker 2636-TW.

Companies mentioned:台驊、T3CO 韻驊

集保eNotice platform expands services to tender offers, launching 三 key electronic notifications

Published ・ Source Taiwan | 鉅亨網

集保結算所 has launched an eNotice service for tender offers, covering 三 key notifications: changes to terms, expiration of the offer period and payment of proceeds. Investors must agree to the updated terms to receive information in real time.

Facts

  • 集保結算所 announced the addition of a “Tender Offer Electronic Notifications (Tender Offer eNotice)” service to its electronic notification platform for shareholder services (eNotice platform).
  • The Tender Offer eNotice service covers 三 key notifications related to tender offers: “changes to terms,” “expiration of the offer period” and “payment of proceeds.”
  • Investors can receive notifications via the email address registered on the eNotice platform and the 集保e手掌握 app.
  • 黃蓁蓁 is a vice president of 集保結算所.
  • The eNotice platform's existing services include notifications on dividends, cash capital increase share subscriptions and ETF distributions.
  • Investors who previously activated electronic notifications for dividends or other items on the eNotice platform must log in again and agree to the latest version of the terms of service.

Companies mentioned:集保結算所

Anthropic reportedly holding pre-IPO investor day on 10/14, aiming to list before Thanksgiving

Published ・ Source Taiwan | 鉅亨網

Anthropic will hold an investor day at its San Francisco headquarters on October 14 to prepare for an IPO ahead of Thanksgiving in November. Its AI product Claude is widely adopted by enterprise users. Despite AI safety risks and losses, investors remain optimistic about its valuation and the scale of its IPO.

Facts

  • Anthropic is scheduled to meet with potential investors on October 14 to prepare for an initial public offering (IPO).
  • Anthropic aims to complete its IPO and begin trading before Thanksgiving in November.
  • Anthropic's AI models may exhibit self-preservation behaviors, including resisting shutdown, concealing or manipulating information, and even engaging in behavior resembling blackmail.
  • Anthropic's revenue last year approached $4.6 billion, 12 times the previous year's figure, but its operating loss from core operations doubled to more than $8 billion.
  • Anthropic plans to invest about $518 billion in cloud computing and infrastructure over the next few years.

Companies mentioned:Anthropic、SpaceX、OpenAI、Salesforce

Original美光投資人不再像過去那樣追捧亮眼財報

Published ・ Source Taiwan | 鉅亨網

Original美光公布優於預期的第四季財報,股價上漲超過3%。受AI需求與供應短缺影響,營收大幅成長,股價今年幾乎翻四倍。分析師普遍看好未來股價仍有上漲空間。

Facts

  • Shares of 美光 (Micron) (MU-US) rose more than 3% on Thursday (the 1st), a day after the company reported fourth-quarter earnings that beat analysts' expectations and gave an upbeat outlook.
  • In June this year, 美光 shares surged nearly 16% at one point the day after the company reported better-than-expected earnings.
  • Hendi Susanto, portfolio manager and analyst at Gabelli, said investors have set a high growth bar for 美光.
  • Driven by demand for AI hardware and a global shortage of memory components, 美光's revenue has surged this year, and its shares have nearly quadrupled.
  • Of 11 Wall Street analysts, 10 recommend buying 美光 shares. Their average price target is about $1,595, implying roughly 45% upside from Thursday's closing price of $1,097.39.

Companies mentioned:美光、Micron、Gabelli、William Blair、Visible Alpha

From DEI to AI warfare: major shake-up of U.S. military leadership as Hegseth pushes to cut 20% of general and flag officer positions

Published ・ Source Taiwan | 鉅亨網

U.S. Secretary of War Hegseth announced that the military will cut 20% of general and flag officer positions to streamline the bureaucracy and strengthen combat readiness, while establishing an Autonomous Warfare Command to advance AI applications.

Facts

  • U.S. Secretary of War Hegseth announced an overall 20% reduction in U.S. military general and flag officer positions.
  • The U.S. military has about 851 active-duty general and flag officers, against a federal legal cap of 857.
  • Hegseth announced the establishment of an “Autonomous Warfare Command” to accelerate the deployment of AI and drones.
  • At least 20 senior officers had been dismissed or left their posts by early September.
  • Hegseth called for removing redundant or unnecessary organizational layers and cutting National Guard general officer positions by 20%.

Middle East tensions flare! An additional 1萬 troops + 1 aircraft carrier is not enough; U.S. rushes more Patriots to Saudi Arabia and Qatar to protect oil and gas facilities

Published ・ Source Taiwan | 鉅亨網

To guard against an escalation of conflict between the United States and Iran, the U.S. military is sending additional Patriot air defense systems to Saudi Arabia and Qatar to protect oil and gas facilities, along with about 1萬 troops and a carrier strike group to the Persian Gulf. The moves respond to allies' security concerns and ensure the capacity to conduct military operations.

Facts

  • In September, the U.S. military sent an additional Patriot system to Saudi Arabia to protect oil facilities and deployed another to Qatar to protect natural gas facilities.
  • The Pentagon is sending the Roosevelt carrier strike group and more Marine ships to the Middle East, adding about 9,000 to 1萬 troops.
  • The leaders of Saudi Arabia and Qatar strongly opposed the large-scale military action against Iran considered by Trump, leading to a pause in the operation.
  • Iran has asked its allies in Lebanon, Yemen and Iraq to prepare for the possibility of the United States launching another large-scale military operation.
  • The U.S. military currently has more than 5萬 personnel and about 20 warships in the Middle East, while the Bush and Washington are also deployed in the region.

〈Focus stocks〉向榮 submits IND to TFDA for new drug, allogeneic stem cells receive export approval; shares briefly hit limit-up

Published ・ Source Taiwan | 鉅亨網

向榮生技 announced that its new drug ELIXCYTE-CKD has been submitted for IND review and that UC-hADSC has received export approval from the Ministry of Health and Welfare, the first such case in Taiwan. The news lifted the company's shares today, which briefly hit the limit-up, reflecting positive market views of its R&D progress and international expansion.

Facts

  • 向榮生技 (6794-TW) has submitted an application to the TFDA for review of a Phase II/III clinical trial (IND) for its investigational drug ELIXCYTE-CKD.
  • 向榮's human-derived allogeneic adipose-derived mesenchymal stem cells, UC-hADSC, have received an export-only drug license from the Ministry of Health and Welfare.
  • UC-hADSC is the first cell therapy product in Taiwan to receive export approval.
  • 向榮 shares hit the 80.5-yuan limit-up during trading today (the 2nd).
  • The global chronic kidney disease treatment market was worth about $62.64 billion in 2025.
  • 向榮's UC-hADSC has completed enrollment for its Phase III clinical trial.

Companies mentioned:向榮生技、向榮

〈Real Estate〉Low-income earners pushed to the margins of the housing market as their share of mortgage borrowers hits a record low

Published ・ Source Taiwan | 鉅亨網

台灣房屋集團趨勢中心 said the share of low-income mortgage borrowers fell to a record-low 10.8% in Q1 2026. The share rose in Taipei and New Taipei cities amid stronger investment sentiment, but declined in central and southern Taiwan. Mortgage burdens on low-income borrowers are growing, with average debt in Taipei reaching NT$18.9 million. The center recommended making good use of the Youth Housing Loan 3.0 policy.

Facts

  • Across Taiwan, the share of low-income mortgage borrowers with annual incomes of NT$400,000 or less fell from nearly 2 tenths in 2016 to 10.8% in the first quarter of 2026.
  • The share of low-income mortgage borrowers rose in Taipei and New Taipei cities, while all areas in central and southern Taiwan recorded annual declines.
  • Low-income borrowers across Taiwan carried an average mortgage of NT$10.11 million in the first quarter of 2026.
  • Low-income borrowers in Taipei faced an average mortgage burden of as much as NT$18.9 million.
  • Low-income borrowers in Taipei paid about NT$73,000 a month in mortgage principal and interest, 2.5 times their average monthly income.
  • Nearly 5 tenths of low-income homebuyers prefer to buy homes that are less than 5 years old.
  • Mortgage burdens for low-income borrowers in Taichung also topped the NT$10 million mark, with a marked annual decline.

Companies mentioned:台灣房屋集團、台灣房屋集團趨勢中心、聯徵中心

Taiwan’s manufacturing indicator hits a 4-month low in August, ending a run of 3 consecutive yellow-red lights

Published ・ Source Taiwan | 鉅亨網

The Taiwan Institute of Economic Research reported that the manufacturing business climate indicator fell to 15.96 points in August, turning green. Strong AI-related demand was offset by weak demand in traditional industries and cautious business outlooks, weighing on overall performance.

Facts

  • 台灣經濟研究院 reported an August manufacturing business climate indicator reading of 15.96 points, down 1.36 points from the previous month.
  • The manufacturing light turned green from yellow-red in August, reaching a 4-month low.
  • Despite robust demand for AI, high-performance computing and cloud services, caution in traditional industries dragged down the indicator.
  • Year-over-year growth in exports, export orders and the production index all remained in double digits.
  • The food, furniture and basic metals industries shifted from green to yellow-blue lights.

Companies mentioned:台灣經濟研究院

World’s first enhanced geothermal power plant completed in 23 months, with AI data centers emerging as potential buyers

Published ・ Source Taiwan | 鉅亨網

Geothermal energy company Fervo Energy announced that its Cape Station power plant began selling electricity on September 30, reaching a commercial milestone 1 day ahead of schedule. The first block is operational, representing one-third of the planned 100MW capacity, while the site’s overall potential is as much as 4GW, making it attractive to data centers facing power shortages.

Facts

  • Fervo Energy’s Cape Station power plant began selling electricity to the grid on September 30.
  • The first block at the Cape Station power plant represents one-third of its planned 100MW capacity.
  • The Cape Station site has the potential to generate as much as 4GW once fully developed.
  • Cape Station’s first block took just 23 months from groundbreaking to commercial operation.
  • Fervo Energy raised $1.9 billion through an IPO.

Companies mentioned:Fervo Energy、TechCrunch、Google、Southern California Edison

Taiwan stocks’ market value tops NT$170 trillion for the first time! 00981A’s performance has surged more than 8 tenths this year, while its assets have grown nearly 5 times

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks’ market value topped NT$170 trillion, with the broader market up 64%. Assets in actively managed ETFs surged past the trillion-yuan mark, and 00981A led in performance.

Facts

  • The total market value of Taiwan-listed companies rose from NT$94.36 trillion at the end of last year to top NT$170 trillion.
  • The broader market has gained about 64% so far this year.
  • Original主動式ETF整體規模從年初1,695億元暴增至今突破兆元。
  • 主動統一台股增長(00981A-TW) has returned 83% so far this year.
  • 主動群益科技創新(00992A-TW) has returned 82.36% so far this year.

Companies mentioned:統一投信、CMoney、野村、復華、台新

AI is changing investment logic; Ackman says some market leaders could disappear because of new technologies

Published ・ Source Taiwan | 鉅亨網

潘興廣場 founder Bill Ackman said in a podcast interview that AI is advancing far faster than previous technologies, sharply increasing the risk of businesses being disrupted. Investors need to reassess companies’ competitive moats and long-term value, he said. Some market leaders could disappear because of new technologies, but AI is also creating opportunities for new companies. He recommended looking at infrastructure beneficiaries such as Brookfield.

Facts

  • Bill Ackman, founder and CEO of 潘興廣場, said the rapid development of artificial intelligence has sharply increased the risk of companies being disrupted.
  • Ackman said that even some of the world’s most dominant companies today will eventually disappear because of AI.
  • AI software company Cognition offers a tool that can help major banks handle legacy systems by converting old COBOL code into modern programming languages.
  • Ackman named Brookfield (BN-US) as a beneficiary of AI infrastructure, citing its long-standing investments in physical infrastructure.
  • Meta recently launched its AI agent Muse, making it easier for users to create their own AI agents.
  • 潘興廣場 has already put AI to work in investment research, helping its team process information and analyze companies.
  • Ackman described the pace of AI advances as the fastest he has ever seen, saying AI models could make major capability gains within days.
  • The funds provided by the banking industry are highly commoditized, so even if AI lowers operating costs, banks may not retain all of the additional profits.

Companies mentioned:潘興廣場、Cognition、Meta、Brookfield、Netflix

What signals does 美光’s earnings report offer about SK hynix’s upcoming results?

Published ・ Source Taiwan | 鉅亨網

美光’s earnings report shows that AI memory is in short supply and its HBM capacity for 2027 is sold out, offering a positive indicator for SK hynix’s results.

Facts

  • The amount of long-term financial commitments from 美光’s strategic customers surged from $22 billion to $32 billion.
  • 美光 has already contracted and sold the vast majority of its high-bandwidth memory (HBM) capacity for 2027.
  • 美光 posted revenue of $54.23 billion in its fourth fiscal quarter, with a gross margin as high as 87%.
  • SK hynix has begun large-volume shipments of HBM4 and expects to expand capacity in the second half of 2026.
  • Wall Street analysts gave 美光 a “Strong Buy” rating, with a price target of up to $1,564.
  • 美光 expects capital expenditure to reach $25 billion in the first half of fiscal 2027.
  • SK hynix reported revenue of 79.32 trillion won and operating profit of 60.54 trillion won.

Companies mentioned:美光、SK 海力士、SK Hynix

Details emerge of emergency treatment after stabbing aboard 杜拜航空 flight; Indian captain’s hand nearly severed

Published ・ Source Taiwan | 鉅亨網

The FZ1073 co-pilot stabbed the captain with a knife, forcing the plane to make an emergency descent and land in Saudi Arabia. Captain 斯米特·馬查爾 was seriously injured but survived, while passenger and dentist 穆薩耶夫·肖塔 helped provide emergency treatment. The incident has been regarded as an act of heroism by the captain.

Facts

  • The co-pilot of flight FZ1073, which was scheduled to fly from Dubai to Tel Aviv, Israel, allegedly stabbed the captain with a knife in the cockpit during the flight.
  • Indian captain 斯米特·馬查爾 lost a large amount of blood after the attack, and his hand was nearly severed.
  • Passenger and dentist 穆薩耶夫·肖塔 provided emergency treatment to the captain and stopped the bleeding.
  • The plane made an emergency landing in Tabuk, Saudi Arabia, and the captain is out of danger.
  • There were 174 people on board, and the captain saved everyone’s life.

Companies mentioned:杜拜航空

Surging demand from mobile applications boosts orders; 晶技 expects September revenue to challenge a record for the same month

Published ・ Source Taiwan | 鉅亨網

晶技 (3042-TW), benefiting from strong demand for optical communications and mobile applications, posted revenue of NT$1.415 billion in August, a 71-month high. September revenue is expected to challenge a record, while full-year 2026 revenue could reach NT$15.7 billion, setting a new record.

Facts

  • 晶技 posted August revenue of NT$1.415 billion, a 71-month high and a record for the same month.
  • 晶技 expects September revenue to challenge a record high; its previous record was NT$1.443 billion in September 2021.
  • 晶技 reported preliminary pre-tax profit of NT$279 million for August 2026, up 39.1% year over year, with pre-tax earnings of NT$0.82 per share.
  • 晶技’s cumulative pre-tax profit for January-August 2026 was NT$1.791 billion, up 29.7% year over year, with pre-tax earnings of NT$5.27 per share.
  • Quartz oscillator revenue from server, optical communications and optical module applications has climbed to 14-15% of the total, with shipments scheduled through 2027.
  • 晶技’s full-year 2026 revenue is expected to reach NT$15.7 billion, a record high, with the first and second halves estimated to account for 45% and 55%, respectively.
  • Automotive revenue is expected to rise to 28% of the total in 2026, while AI’s share is set to increase from 11% to 16%. Together, the two are expected to account for 44%, and their combined share could exceed 50% in 2027.
  • 晶技 products have more than 20% of the market share in optical module applications, and its products for 3.2T applications are being sent to customers for sampling.

Companies mentioned:晶技、希華、晶創科技

Applied Materials and 貝思半導體 expand partnership to develop next-generation AI chip packaging technology

Published ・ Source Taiwan | 鉅亨網

應用材料 and 貝思半導體 are expanding their partnership, with 貝思半導體 joining Applied Materials’ EPIC Center. The two sides will jointly develop next-generation chip packaging and interconnect technologies to support AI development, covering new fields such as 3D IC scaling and photonic interconnects.

Facts

  • 應用材料 and 貝思半導體 announced an expansion of their long-term strategic partnership.
  • 貝思半導體 has joined Applied Materials’ Equipment and Process Innovation and Commercialization (EPIC) Center as an innovation partner.
  • The partnership will focus on next-generation 3D IC scaling and the integration of logic and memory for AI computing and memory architectures.
  • The two sides plan to develop a new die-to-wafer hybrid bonding platform as part of their research program.
  • The two sides launched a joint development program in 2020, leading to the creation of Kinex.

Companies mentioned:應用材料、AMAT-US、貝思半導體

U.S. sends additional carrier and 10,000 troops to Persian Gulf as Trump considers stepping up post-election action against Iran

Published ・ Source Taiwan | 鉅亨網

The United States is sending the aircraft carrier Theodore Roosevelt and 10,000 troops to the Persian Gulf in preparation for possible moves by Trump to step up action against Iran after the election. The move has fueled concerns about rising oil prices and pressure on naval readiness, while U.S.-Iran talks remain deadlocked over control of the strait.

Facts

  • The aircraft carrier Theodore Roosevelt left its home port of San Diego on Sunday for the Middle East.
  • The Makin Island Amphibious Ready Group includes an amphibious assault ship, military aircraft and 2,200 Marines.
  • Brent crude rose to $102.74 a barrel.
  • The aircraft carrier Ford has spent a total of 11 months deployed at sea.
  • The United States has sent 2 missile units in recent weeks to protect oil and gas facilities in Qatar and Saudi Arabia.

A frequent viewer of “Air Crash Investigation” grabs the controls and saves 174 people aboard 杜拜航空 flight

Published ・ Source Taiwan | 鉅亨網

The co-pilot attacked aboard 杜拜航空 flight FZ1073, but Israeli passenger Yaniv Hayoun used knowledge he had picked up from watching “Air Crash Investigation” to force his way into the cockpit, subdue the assailant and take control of the aircraft, saving the lives of 174 people.

Facts

  • The aircraft descended nearly 14,000 feet in less than 30 seconds.
  • Israeli passenger Yaniv Hayoun forced his way into the cockpit and helped subdue the terrorist.
  • Yaniv Hayoun used a headphone cable to tie the attacker’s hands and feet.
  • Because he enjoyed watching “Air Crash Investigation,” Yaniv Hayoun knew how to pull the controls to bring the aircraft back to level flight.
  • The flight eventually landed safely in Tabuk, Saudi Arabia, with 174 people aboard.
  • Israeli Prime Minister Benjamin Netanyahu met with Hayoun and praised him as a hero.

Companies mentioned:杜拜航空、FlyDubai、Cineflix Productions、路透社

友華 and Japanese drugmaker Maruho deepen partnership; hyperhidrosis drug license expands to 10 ASEAN countries

Published ・ Source Taiwan | 鉅亨網

友華 announced an expanded partnership with Japanese drugmaker Maruho, extending the license for hyperhidrosis drug Rapifort to 10 ASEAN countries to expand its footprint in Asia’s prescription dermatology market.

Facts

  • 友華 (4120-TW) announced an expanded partnership with Japanese drugmaker Maruho for hyperhidrosis drug Rapifort.
  • Rapifort’s licensed territory has expanded from Taiwan to the 10 member states of the Association of Southeast Asian Nations (ASEAN).
  • Rapifort is a topical prescription drug for primary axillary hyperhidrosis.
  • The newly licensed markets include Singapore, Malaysia, the Philippines, Indonesia, Thailand, Vietnam, Brunei, Cambodia, Laos and Myanmar.
  • 友華生技 hopes to gradually introduce Japanese dermatology medicines to Southeast Asian markets through this regional licensing partnership.

Companies mentioned:友華、Maruho、友華生技

Real estate: Ranking of best-selling homes near dual-line MRT stations in Taipei and New Taipei released; average prices at 6 Taipei stations exceed NT$1 million per ping

Published ・ Source Taiwan | 鉅亨網

永慶房屋 released a ranking of best-selling homes near dual-line MRT stations in Taipei and New Taipei, noting that 4 New Taipei stations placed in the top five and prices at 6 Taipei stations exceeded NT$1 million per ping. Xinzhu Station led in transaction volume, while Dongmen Station had the highest price, reflecting homebuyers’ commuting needs and budgets.

Facts

  • A total of 308 homes were sold near MRT Xinzhu Station over the past year, the highest transaction volume among dual-line transfer stations in Taipei and New Taipei.
  • New Taipei’s Xinzhu, Sanchong, Banqiao and Jing’an stations accounted for 4 of the top 5 spots for active housing markets.
  • Average prices at Taipei’s 6 major dual-line transfer stations—Guting, Dongmen, Zhongxiao Fuxing, Daan, Chiang Kai-shek Memorial Hall and Zhongxiao Xinsheng—have all topped NT$1 million per ping.
  • The average price near MRT Dongmen Station was NT$1.281 million per ping, the highest among all dual-line transfer stations.
  • Prices near Sanchong and Jing’an stations remain in the NT$5-million range; transaction volumes of 164 and 140 homes placed them second and fifth, respectively.
  • A total of 143 homes were sold near Banqiao Station over the past year, ranking fourth among dual-line transfer stations.
  • The average price near Guting Station was NT$1.044 million per ping over the past year, with 153 transactions, ranking third.

Companies mentioned:永慶房屋

TISA reaches its first anniversary, assets approach NT$10 billion; 0050-linked funds account for more than half and attract the most inflows

Published ・ Source Taiwan | 鉅亨網

As TISA marks its first anniversary, assets are approaching NT$10 billion, with 0050-linked funds accounting for more than half and attracting the most inflows. 元大投信 highlights 0050’s long-term growth potential and Sharpe ratio advantage, and recommends that long-term investors plan early.

Facts

  • The total assets of TISA-class funds had approached NT$10 billion by the end of August.
  • TISA-class funds linked to the 0050 ETF account for more than half of the total.
  • The Taiwan 50 Index’s 10-year total return, including dividends, outperformed the Taiwan Stock Exchange Weighted Index by 164 percentage points.
  • 0050 has the highest Sharpe ratio over the past three years among Taiwan equity funds.
  • The 0050 ETF-linked fund is currently the only market-cap-weighted index investment product among TISA-class funds.

Companies mentioned:投信投顧公會、元大投信、Bloomberg、晨星、MorningStar

Instead of putting out the fire, just “drop the pack”? Stellantis patent lets overheated battery detach as a whole while the vehicle keeps moving

Published ・ Source Taiwan | 鉅亨網

Stellantis subsidiary FCA US has published a patent for a “Vehicle High-Voltage Battery Quick-Release System,” allowing an overheated EV battery pack to detach as a whole while the vehicle continues to a safe location on 12V power, improving safety.

Facts

  • Stellantis subsidiary FCA US has published a patent titled “Vehicle High-Voltage Battery Quick-Release System.”
  • The patent allows the battery pack to be separated from the vehicle by a mechanical system if the battery overheats or is damaged.
  • After the battery pack is detached, the vehicle can continue to a safe distance using power from its 12V battery.
  • Quick-release switches can be installed inside the vehicle and in the trunk, and may take the form of levers or physical buttons.
  • The technology remains at the patent stage and has not yet entered mass production.

Companies mentioned:Stellantis、FCA US

Zuckerberg steadily encroaches on the 蘋果 empire

Published ・ Source Taiwan | 鉅亨網

Meta is challenging the 蘋果 ecosystem with its Muse AI assistant and new hardware, as analysts warn that the iPhone’s dominance is under threat. 蘋果 shares edged lower, while Muse posted strong download numbers, as the two sides intensify competition over AI agents and payment gateways.

Facts

  • Meta is challenging the 蘋果 ecosystem centered on the iPhone with its Muse AI assistant and devices such as smart glasses and a keychain.
  • Needham analyst Laura Martin said competitors’ integration of AI agents into hardware could make them candidates to replace the iPhone as the center of consumer technology interactions.
  • 蘋果 shares fell $2.70, or about 0.81%, on Thursday to $330.32 a share.
  • Meta’s Muse AI assistant recorded 2.5 million downloads in its first 2 weeks after launch.
  • Meta has built a payment feature through Stripe’s Link wallet, allowing users to make payments without disclosing their credit card information.
  • 美銀 analyst Wamsi Mohan said 蘋果 should prioritize building a Siri agent that works with Apple Pay.

Companies mentioned:MarketWatch、Meta、蘋果、Needham、美銀、Shopify、Expedia、PayPal、Stripe

毅嘉 posts highest revenue so far this year in Q3; optical communications shipments to strengthen again in Q4

Published ・ Source Taiwan | 鉅亨網

Flexible circuit board maker 毅嘉 posted its highest quarterly revenue so far this year in Q3, at NT$3.42 billion, up 18% year over year. The company expects operations to remain strong in Q4, supported by production ramp-up at its new Malaysia plant and rising demand for automotive and optical communications products.

Facts

  • 毅嘉 reported September revenue of NT$1.14 billion, up 15% year over year.
  • 毅嘉 reported Q3 revenue of NT$3.42 billion, up 18% year over year and the highest so far this year.
  • 毅嘉 reported September revenue of NT$816 million for electronic modules and NT$328 million for integrated modules.
  • 毅嘉’s Q3 revenue rose 4.6% quarter over quarter and 18% year over year.
  • Capacity at the new Malaysia plant will come online gradually, driving month-by-month growth in shipments of optical communications products.

Companies mentioned:毅嘉、毅嘉(2402-TW)

群益 sees 3 major Q4 market trends, focusing on tug-of-war between AI profits and inflation

Published ・ Source Taiwan | 鉅亨網

群益投顧's October wealth management monthly report says the market will see high volatility and industry divergence in the fourth quarter, as the AI rally enters a profit-verification phase and attention shifts to whether AI profits can offset high oil prices and inflationary pressure.

Facts

  • 群益投顧's October wealth management monthly report forecasts high volatility, industry divergence and greater sensitivity to policy in global financial markets in the fourth quarter.
  • The AI rally is gradually shifting from an investment theme to a profit-verification phase, with the market paying closer attention to whether AI investment can translate into revenue, free cash flow and productivity gains.
  • Global financial markets face the interplay of 4 major variables: geopolitical risks in the Middle East, volatile high oil prices, continued expansion of AI investment, and the U.S. midterm elections on Nov. 3.
  • The market's main trading theme has shifted from simply trading AI growth and rate cuts in the first half of the year to whether AI profit growth can offset high oil prices, high inflation and high interest rates.
  • If corporate capital spending rises rapidly but profit improvements fall short of expectations, volatility in high-valuation technology stocks could increase significantly.
  • AI capital spending is supporting U.S. investment demand, making it harder for the Federal Reserve to pivot quickly toward easing; in the short term, U.S. Treasuries may remain in a high-yield, high-volatility environment.

Companies mentioned:群益投顧、群益

Moderna shares soar more than 6 times this year, joining Nasdaq-100 and replacing 華納兄弟探索

Published ・ Source Taiwan | 鉅亨網

Nasdaq announced that Moderna will be added to the Nasdaq-100 index on Oct. 9, replacing 華納兄弟探索. Moderna's share price surge has lifted its market capitalization to $75 billion. The change reflects its rising market standing and will affect the allocation of substantial funds tracking the index.

Facts

  • Moderna will officially join the Nasdaq-100 index before the U.S. stock market opens on Oct. 9.
  • Moderna shares have risen more than 6 times this year, bringing its market capitalization to about $75 billion.
  • 華納兄弟探索 will be removed from the Nasdaq-100 index as it prepares to complete its merger with Paramount Skydance.
  • Paramount Skydance's acquisition of 華納兄弟探索 is valued at about $110 billion.
  • Global investment products tracking the Nasdaq-100 have more than $800 billion in assets under management.

Companies mentioned:Nasdaq、Moderna、華納兄弟探索、Paramount Skydance

Trump: Government members to receive “preemptive pardons” against threat of prosecution before end of term

Published ・ Source Taiwan | 鉅亨網

《時代》雜誌 reported that Trump confirmed in an interview that he would grant government members “preemptive pardons” before the end of his term to avoid potential prosecution. Trump cited Biden's precedent to justify the move and warned that his team and business partners could face investigations if Democrats take control of Congress.

Facts

  • 《時代》雜誌 published an interview with U.S. President Trump on the 1st. Asked whether he would grant government members “preemptive pardons” before the end of his term, Trump replied, “Yes, I certainly would.”
  • Original2025年,時任美國總統拜登曾給予多名官員及其兒子亨特·拜登「預防性赦免」,以應對川普政府領導下的美國司法部可能發起的起訴。
  • Trump believes Biden's pardons set a precedent that can be used to eliminate any threats facing members of his team.
  • Trump said that if Democrats win control of the House or Senate in the midterm elections, Democratic lawmakers will use their oversight powers to target the Trump administration.
  • Reuters reported on Sept. 28 that if Democrats win the House or Senate in the November midterm elections, Congress could “hunt down” the business empire of Trump and his family.
  • Corporate donors to Trump-owned businesses and people involved in business deals facilitated by members of the Trump family are expected to be the first targets of investigations.

Companies mentioned:《時代》雜誌、《路透社》、美國司法部

Taiwan | 公視新聞(3)

Virtual taekwondo makes Asian Games debut: How does it differ from traditional sparring events?

Published ・ Source Taiwan | 公視新聞

Original虛擬跆拳道首登2026年名古屋亞運正式比賽項目,由世界跆拳道聯盟與新加坡科技公司Refract共同開發。該賽事透過感測器將身體動作轉化為虛擬角色攻擊,因安全性高吸引學童參與,但被批評較少著重防守與策略。專家認為其應視為獨立項目而非取代傳統跆拳道,並指出在地緣推廣下東南亞發展較普及,台灣則盼藉此突破推廣困境。

Facts

  • 4x4-meter mat
  • 2023 Paris Olympics
  • This year's Nagoya Asian Games (2026)

Companies mentioned:世界跆拳道聯盟、Refract、國際奧會

Asian Games canoe slalom: Wu Rong-cheng wins silver in 119.09 seconds

Published ・ Source Taiwan | 公視新聞

Wu Rong-cheng won silver in the canoe slalom at the Asian Games with a time of 119.09 seconds. He admitted that early mistakes made him think he would not win a medal, but said he was happy after learning that a teammate had won bronze. He added that his future goal is to qualify for the Olympics.

Facts

  • Gate 4

Ethiopia accuses Eritrea of meddling in internal unrest and expels diplomats; Eritrea retaliates by severing ties

Published ・ Source Taiwan | 公視新聞

Ethiopia accused Eritrea of meddling in internal unrest and expelled its diplomats. Eritrea immediately severed diplomatic ties, signaling the collapse of the 2018 peace agreement. The situation worsened after drone attacks on the capital, raising fears of a return to a brutal civil war. The United Nations and the World Health Organization called for humanitarian workers to be protected and for peace to be pursued.

Facts

  • Late on the 1st
  • Hundreds of kilometers away
  • 2018
  • 2019
  • September 30
  • Between 2020 and 2022
  • About 600,000 lives

Taiwan | Heho健康(2)

Original晨起手麻、手指僵硬?別再當天冷!3 招伸展運動迅速鬆筋舒緩 - Heho健康

Published ・ Source Taiwan | Heho健康

With large temperature swings between morning and evening in autumn, symptoms such as stiff fingers and numb palms can occur upon waking. A traditional Chinese medicine practitioner recommends 3 simple stretches to help ease hand stiffness and quickly loosen and relieve muscle tension.

Companies mentioned:Heho健康

Think dry eyes and mouth are menopause? Doctor warns: Beware of autoimmune disease “dryness syndrome” - Heho Health

Published ・ Source Taiwan | Heho健康

Dry eyes and mouth in middle age that do not improve after drinking water may be mistaken for menopause symptoms. A doctor warns that they could be signs of the autoimmune disease “dryness syndrome” (Sjogren's syndrome).

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