# AI News 180m Report｜2026-10-02 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Japan, 167 items from 1 source; Taiwan, 149 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 艾笛森 Posts Highest Q3 Revenue in Nearly 5 Years at NT$780 Million; Auto and Lighting Products See Strong Volume, With Q4 Outlook Still Bright

- Published: 2026-10-02T18:56:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620521
- Article page: https://ainews.idaeo.ai/a/4229719-en.html
- anchor: #n3158488
- Companies mentioned: 艾笛森

LED廠艾笛森(3591-TW)2日公布9月營收2.4億元、年增約4成，第三季營收7.8億元創近五年單季新高，車用及照明產品放量驅動營運走強。

Facts:
- 艾笛森 reported September revenue of NT$240 million, down 11.8% month on month and up 40.6% year on year.
- 艾笛森 reported revenue of NT$2.05 billion for the first 9 months, up 16.9% year on year.
- 艾笛森 saw strong volumes of both automotive and lighting products in the third quarter.
- 艾笛森 is optimistic that its business will strengthen in the fourth quarter and remain strong into next year.
- 艾笛森 is actively expanding into new sensor component fields, with applications in drones, camera modules and automotive identification.
- 艾笛森’s sensor components are still in the customer validation stage.

## 星宇航空 Opens 2 New Direct Japan Routes from Taichung, to Hokkaido and Nagoya

- Published: 2026-10-02T18:55:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620489
- Article page: https://ainews.idaeo.ai/a/4229721-en.html
- anchor: #n3158489
- Companies mentioned: 星宇航空、星宇航空(2646-TW)、星野 TOMAMU 度假村

星宇航空 launched its Taichung-Sapporo route today, becoming the only carrier with direct flights to Hokkaido, and announced that its Taichung-Nagoya route will launch on October 25. The company said it is deepening its presence in the Greater Taichung market, with the goal of establishing a second operating base.

Facts:
- 星宇航空(2646-TW) launched its Taichung-Sapporo route today (2).
- 星宇航空 is currently the only airline operating scheduled direct flights from Taichung to Hokkaido.
- 星宇航空’s Taichung-Nagoya route will launch on October 25.
- 星宇航空’s Taichung-Sapporo route is operated with Airbus A321neo aircraft.
- 星宇航空 operates 7 flights per week on its Taichung-Sapporo route.
- 星宇航空 has expanded its Taichung network to more than 10 international destinations.
- 星宇航空’s CEO is Chai Chien-hua.
- 星宇 is partnering with 星野 TOMAMU 度假村 to offer an all-in-one Hokkaido ski vacation package in conjunction with its direct flights from Taichung.

## Trump Worried Weak Yen Hurts U.S. Trade; Takaichi Says Yen Undervaluation Is Itself a Problem

- Published: 2026-10-02T18:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620467
- Article page: https://ainews.idaeo.ai/a/4229724-en.html
- anchor: #n3158490

Japanese Prime Minister Sanae Takaichi said U.S. President Donald Trump had pointed out that the weak yen was hurting U.S. trade, and she responded that the yen’s undervaluation was itself a problem. U.S. Treasury Secretary Scott Bessent hinted at rate hikes but made no demands. Japan and the United States have previously intervened jointly in currency markets, and Takaichi stressed that economic stimulus would support the yen.

Facts:
- Japanese Prime Minister Sanae Takaichi said that during a meeting with U.S. President Donald Trump in New York last month, Trump noted that the weak yen was making trade difficult for the United States.
- In response to Trump, Sanae Takaichi said that, as a general principle, the yen’s undervaluation is itself a problem.
- U.S. Treasury Secretary Scott Bessent said he understood the Japanese government’s economic policy and made no requests regarding its policy direction.
- Japanese and U.S. authorities jointly intervened in the foreign exchange market when the yen fell to around 164 against the dollar, marking the first joint effort to support the yen in 28 years.
- Sanae Takaichi stressed that Japan would build a robust economy and confidence in the yen by raising its potential growth rate and strengthening its supply capacity.

## 華孚 September Revenue Falls Month on Month and Year on Year to NT$530 Million; Cautious on Next Year as Auto Competition Intensifies

- Published: 2026-10-02T18:44:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620476
- Article page: https://ainews.idaeo.ai/a/4229725-en.html
- anchor: #n3158491
- Companies mentioned: 華孚、華孚(6235-TW)

Auto parts housing maker 華孚(6235-TW) reported September revenue of NT$530 million, down both month on month and year on year. Revenue for the first three quarters edged down year on year. With competition in the global auto market intensifying, the company is cautious about next year’s outlook but is optimistic about new model launches and growth in the electric vehicle market.

Facts:
- 華孚 reported September revenue of NT$530 million, down 1.63% month on month and 19.75% year on year.
- 華孚 reported revenue of NT$4.835 billion for the first three quarters of this year, down 0.19% year on year.
- 華孚 posted third-quarter revenue of NT$1.618 billion, up 2.41% quarter on quarter and down 4.94% year on year.
- 華孚 is taking a cautious view of next year’s outlook amid intensifying competition in the global auto market.
- 華孚 sees new model launches as a positive signal and expects the electric vehicle market to continue growing.

## Will AI Stay Hot Through 2028? 大摩 Offers a Key Answer

- Published: 2026-10-02T18:37:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620527
- Article page: https://ainews.idaeo.ai/a/4229727-en.html
- anchor: #n3158492
- Companies mentioned: 大摩、台積電、環球晶、華新科、臻鼎-KY

大摩 forecasts that the AI capital expenditure cycle will continue through 2028. In the fourth quarter, funds in Taiwan’s stock market are shifting toward smaller and mid-sized electronics stocks in a sector rotation, with shares such as 環球晶 and 華新科 performing strongly. The market is focused on corporate earnings and demand for AI hardware.

Facts:
- 大摩 said the capital expenditure buildout cycle among tech giants is expected to continue through 2028.
- Funds in Taiwan’s stock market are rotating from large-cap stocks toward small and mid-sized electronics stocks.
- 環球晶 shares surged 25.9% in just 3 days.
- 華新科 surged more than 30% at its peak during the rally and hit the daily limit-up for two consecutive days.
- 臻鼎-KY shares broke out on heavy volume, surging more than 9%.

## Gold’s Lucrative Comeback Opportunity: 國巨, 華新科⊕, 天二科⊕, 臻鼎⊕

- Published: 2026-10-02T18:32:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620524
- Article page: https://ainews.idaeo.ai/a/4229728-en.html
- anchor: #n3158493
- Companies mentioned: 國巨、華新科、天二科、臻鼎、台積電、Goldman Sachs、倫元投顧

Taiwan stocks remain bullish amid high-level volatility, unsettled by Middle East tensions and profit-taking but not turning bearish. U.S. PCE came in below expectations, easing pressure for rate hikes. Taiwan’s August export orders hit a record high, with strong AI demand. Investors are advised to watch the AI supply chain, including ASICs, CPO and liquid cooling, and to build positions on pullbacks while monitoring the impact of 台積電’s earnings call.

Facts:
- Taiwan stocks closed up 122 points at 48,475, with trading value of about NT$899.6 billion.
- U.S. PCE rose 3.4% year on year in August, below market expectations.
- Taiwan’s export orders reached US$102.96 billion in August, a record monthly high.
- 台積電第三季營收指引為444～458億美元，毛利率65%～67%。
- Goldman Sachs estimates that hyperscalers’ capital expenditure will total about US$1.2 trillion in 2027.
- 台積電 will hold its earnings call on October 15.

## 華為 Official: 昇騰 AI Chips Have Surpassed 輝達 in China Market Share

- Published: 2026-10-02T18:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620399
- Article page: https://ainews.idaeo.ai/a/4229733-en.html
- anchor: #n3158494
- Companies mentioned: 華為、輝達、NVDA-US、海思

華為 rotating chairman Xu Zhijun said at the Huawei Connect conference on September 17, 2026, that 昇騰 AI chips had reached a 50% share of the Chinese market, surpassing 輝達’s 8%. 華為 said it had overcome manufacturing process constraints through new architectures and interconnect technologies, and claimed that the software ecosystem gap was narrowing, establishing a path toward supply chain self-reliance.

Facts:
- 華為’s 昇騰 series of AI chips has reached a 50% share of the Chinese market.
- 輝達(NVDA-US) has an 8% share of the Chinese market.
- In 2022, 輝達 held a 95% share of the Chinese market, while Ascend held just 3%.
- 華為 unveils the Peerium computing architecture, which supports peer-to-peer interconnection among up to one million processors.
- 華為's Atlas 950 SuperPoD supernode, featuring 256,000 computing cards, is undergoing deployment testing.
- Xu Zhijun said that self-sufficiency in chips is an inevitable path forward.

## 重返純網銀戰場！許柏林出任樂天銀行董座 跨領域經歷備受矚目

- Published: 2026-10-02T18:13:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620469
- Article page: https://ainews.idaeo.ai/a/4229738-en.html
- anchor: #n3158495
- Companies mentioned: 國票金控、樂天國際商業銀行、樂天銀行、華南銀行、將來銀行

國票金控宣布許柏林接任樂天銀行董事長，小泉大祐接任發言人。此人事變動源於國票金控公股過半及董總改選後的集團內部調整。

Facts:
- 國票金控 issued a material information announcement on behalf of its subsidiary 樂天國際商業銀行, naming Hsu Po-lin as chair.
- Daisuke Koizumi, director of the Finance and Corporate Services Division, will take over as spokesperson for 樂天銀行.
- After 國票金控 completed its board re-election at this year's shareholders' meeting, state-owned shareholders secured a majority stake.
- Former chair Wang Shih-hsi left before completing 9 months in the role and returned to his post at the bill-finance subsidiary.
- Hsu Po-lin was appointed president of 將來銀行 in 2021.

## It takes time for the effects to spread: from government bonds to corporate bonds, and from mortgages to the stock market as earnings briefings approach.

- Published: 2026-10-02T18:09:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620478
- Article page: https://ainews.idaeo.ai/a/4229743-en.html
- anchor: #n3158496
- Companies mentioned: 永誠資產管理處、CSP廠商、AI Neocloud

范振峰, an analyst at 永誠資產管理處, said surging interest rates are being transmitted to the real economy through three channels: government bonds, corporate bonds and mortgages. AI financing demand is pushing up spreads, while record-high mortgage rates are curbing domestic demand. The earnings season is set to reveal pressure from interest costs.

Facts:
- The bond market continued to face selling pressure this week, with short-term yields rising rapidly and long-term yields moving higher.
- Investment-grade corporate bond spreads also widened this week, but did not break through the highs of the March-April swing.
- Freddie Mac's 30-year mortgage rate recently topped 7%, reaching a high of 7.5% at one point.
- The number of new mortgage applications in the U.S. housing market fell for 4 consecutive weeks, while existing-home sales in August hit a 14-month low.
- CDS for CSPs and AI Neoclouds all hit record highs, while investment-grade bonds saw successive breaks below trendlines in July and September, triggering a broad sell-off.
- 站上50MA家數比短短1個半月從70%滑落至20%。
- 永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.

## A rebound in Treasuries fails to mask the tightening backdrop! Wall Street warns that tonight's jobs report may need to “collapse” to reverse rate-hike pricing.

- Published: 2026-10-02T18:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620387
- Article page: https://ainews.idaeo.ai/a/4229801-en.html
- anchor: #n3158232
- Companies mentioned: T. Rowe Price、BMO Capital Markets、Federated Hermes、路透社、CNBC

A rebound in the U.S. Treasury market is masking the tightening backdrop, with Wall Street warning that only a collapse in the nonfarm payrolls data can reverse rate-hike pricing.

Facts:
- The 10-year Treasury yield retreated from a 24-year high, fluctuating near 5.25% ahead of European stock trading.
- The U.S. bond market, valued at about $32 trillion, is undergoing an unusually sharp correction by recent standards.
- Fed Vice Chair Williams said labor market conditions had stabilized and there was no need to rush to raise rates again in October.
- Traders estimate about a 25% chance of a 1-basis-point rate hike by the Fed this month, while a December hike is already fully priced in by the market.
- The market widely expects nonfarm payrolls to increase by about 90,000 in September, with the unemployment rate expected to remain at 4.1%.
- Steve Boothe, head of investment-grade bonds at T. Rowe Price, believes job growth may need to approach zero or turn negative to change interest-rate trading.
- The Fed raised its federal funds target range by 1 basis point last month to 3.75%—4%.

## 中磊 enters Europe's Network X show, unveiling Wi-Fi 8 and 50G PON next-generation broadband technology.

- Published: 2026-10-02T17:50:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620466
- Article page: https://ainews.idaeo.ai/a/4229802-en.html
- anchor: #n3158233
- Companies mentioned: 中磊、中磊(5388-TW)

中磊(5388-TW) announced it will participate in the 2026 Network X show, to be held in Vienna in October, showcasing 50G PON, Wi-Fi 8 and AI technologies to advance next-generation broadband applications.

Facts:
- 中磊(5388-TW) announced it will participate in the 2026 Network X show.
- 中磊 will showcase next-generation Wi-Fi 8, artificial intelligence and 50G PON technologies at the event.
- 中磊's 50G PON products can coexist with existing XGS-PON and GPON systems.
- 中磊 has publicly unveiled for the first time innovative applications enabled by Wi-Fi 8.
- Wi-Fi 8 technology is designed for home environments with high data loads.
- 中磊 is deeply integrating AI into its connectivity architecture.

## 映泰看好工業電腦業務年增8成 美洲大案明年迎收割

- Published: 2026-10-02T17:45:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620459
- Article page: https://ainews.idaeo.ai/a/4229803-en.html
- anchor: #n3158234
- Companies mentioned: 映泰、元澄半導體、英特爾、輝達

At an investor conference, 映泰 Vice President Lin Kun-te said the company will push ahead with its industrial computer business to offset rising component costs and expects smart city projects in the Americas to provide new momentum next year.

Facts:
- 映泰 generated about NT$200 million in industrial computer revenue for all of last year, and had already reached NT$180 million in the first half of this year.
- 映泰 expects full-year industrial computer revenue to reach about NT$360 million, up approximately 80% year over year.
- Industrial computers now officially account for more than half of total gross profit.
- 英特爾 raised processor prices starting in late August, with a significant increase.
- 映泰 has secured 2 large smart city projects in the Americas that are at a relatively advanced stage of development.

## Hong Kong stocks after the close: Treasury surge and mainland funds' holiday absence deal a double blow, sending the Hang Seng Index down 2.6% and below the 24,000 mark.

- Published: 2026-10-02T17:42:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620465
- Article page: https://ainews.idaeo.ai/a/4229804-en.html
- anchor: #n3158235
- Companies mentioned: 友邦保險、渣打集團、滙豐控股、香港交易所、建設銀行、中銀香港、嗶哩嗶哩、快手、小米集團、騰訊控股、阿里巴巴、碧桂園、新濠國際發展、美高梅中國、賽力斯、華為、理想汽車、長飛光纖光纜、ASMPT

Hong Kong's 3 major indexes were weak on Friday, hit by surging Treasury yields and the absence of mainland Chinese capital during the holiday, with the Hang Seng Index falling below 24,000. Financial and tech stocks broadly declined, while select thematic stocks such as 賽力斯 and ASMPT bucked the trend.

Facts:
- The Hang Seng Index plunged 2.60% at Friday's close to 23,972.29 points, falling below the 24,000 mark.
- The U.S. 10-year Treasury yield surged to its highest level since 2002, adding to global monetary tightening pressure on Hong Kong stocks.
- International financial stocks were hit by surging bond yields and rising financing costs, making them the biggest drag on the broader market.
- 滙豐控股 plunged 5.38%, with turnover reaching HK$3.741 billion. The stock was also affected by concerns that the UK banking industry could face higher taxes.
- 賽力斯 surged 6.44% against the trend, mainly after 華為 and 賽力斯 announced a new 5-year cooperation agreement.
- Semiconductor equipment maker ASMPT surged 8.13%, reflecting investor preference for AI infrastructure and advanced packaging equipment.
- With mainland China's stock markets closed for the National Day Golden Week holiday, the market was temporarily without potential support from “northbound” capital.

## Semiconductor roots and the data center boom: Malaysia's new role in reshaping the global technology supply chain.

- Published: 2026-10-02T17:20:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620262
- Article page: https://ainews.idaeo.ai/a/4229461-en.html
- anchor: #n3158236
- Companies mentioned: 星展銀行 (DBS)、貝恩諮詢 (Bain & Company)、Vriens & Partners、英特爾、英飛凌、微軟、Google、亞馬遜 AWS、戴爾科技、Meta、YTL AI Labs、Sosa Research、馬來西亞數位發展局 (MDEC)

Reports from institutions including DBS Bank say Malaysia is a key beneficiary of the reshaping of global technology supply chains, thanks to its semiconductor roots and data center investment. The government is advancing the MD2030 blueprint, aiming to transform the country into an AI nation by 2030, and is using NACX to improve access to computing power and drive economic growth.

Facts:
- Malaysia handles about 13% of the global chip packaging and testing market.
- 2021 年至 2025 年年中，馬來西亞已核準超過 1,440 億令吉的資料中心與雲端投資。
- Penang has been hailed as the “Silicon Valley of the East” since the 1970s.
- The report forecasts that Malaysia's GDP will grow at an average annual rate of 4.3% from 2026 to 2035.
- The Malaysian government plans to launch the National AI Computing Exchange (NACX) in the first quarter of 2027.
- Malaysia has set a goal of transforming itself into an inclusive and sustainable “AI nation” by 2030.
- The aim is to increase the digital economy's contribution to GDP to 30% by 2030.

## Nonfarm payrolls due tonight! Wall Street estimates an 84,000 increase; Fed may hold steady.

- Published: 2026-10-02T17:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620006
- Article page: https://ainews.idaeo.ai/a/4229454-en.html
- anchor: #n3158237
- Companies mentioned: 美國勞工統計局、道瓊、聯準會、安聯貿易、Glassdoor、Challenger, Gray & Christmas

The U.S. is about to release September nonfarm payrolls data, with the market forecasting an increase of 84,000. Federal Reserve officials have stressed that the labor market is stabilizing, with attention shifting to inflation. Markets expect the 聯準會 may wait until December to adjust rates.

Facts:
- The 美國勞工統計局 will release its September nonfarm payrolls report at 8:30 a.m. Eastern time on Friday (the 2nd).
- The market expects nonfarm payrolls to increase by 84,000 in September, with the unemployment rate holding at 4.1%.
- A Glassdoor survey showed employee confidence fell to a record low in September.
- A Challenger, Gray & Christmas report showed that the number of layoffs announced by companies in September fell 18% from August.

## Kidney problems affecting your gut too? Doctor explains the “gut-kidney axis” and dietary solutions - Heho Health

- Published: 2026-10-02T18:05:43+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387666
- Article page: https://ainews.idaeo.ai/a/4230278-en.html
- anchor: #n3158747

Recent studies have found that chronic kidney disease and gut microbiota have a bidirectional relationship, and impaired kidney function can lead to changes in gut health.