https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.htmlOne 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.en https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158488https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158488Fri, 02 Oct 2026 18:56:38 +0900Taiwan鉅亨網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。 https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158489https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158489Fri, 02 Oct 2026 18:55:53 +0900Taiwan鉅亨網星宇航空 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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158490https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158490Fri, 02 Oct 2026 18:50:02 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158491https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158491Fri, 02 Oct 2026 18:44:43 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158492https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158492Fri, 02 Oct 2026 18:37:49 +0900Taiwan鉅亨網大摩 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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158493https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158493Fri, 02 Oct 2026 18:32:37 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158494https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158494Fri, 02 Oct 2026 18:30:05 +0900Taiwan鉅亨網華為 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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158495https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158495Fri, 02 Oct 2026 18:13:59 +0900Taiwan鉅亨網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。 https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158496https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158496Fri, 02 Oct 2026 18:09:50 +0900Taiwan鉅亨網范振峰, 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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158232https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158232Fri, 02 Oct 2026 18:00:07 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158233https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158233Fri, 02 Oct 2026 17:50:53 +0900Taiwan鉅亨網中磊(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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158234https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158234Fri, 02 Oct 2026 17:45:53 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158235https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158235Fri, 02 Oct 2026 17:42:48 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158236https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158236Fri, 02 Oct 2026 17:20:06 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158237https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158237Fri, 02 Oct 2026 17:10:03 +0900Taiwan鉅亨網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. https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158747https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158747Fri, 02 Oct 2026 18:05:43 +0900TaiwanHeho健康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.