China Medical University Hospital and World Vision launch “Little Sun of the Grasslands” project to help Mongolia; Janine Chang joins launch
Published ・ Source Taiwan | 中央社 CNA
China Medical University Hospital and 台灣世界展望會 have launched the “Little Sun of the Grasslands” 3-year project in Mongolia, investing NT$5 million to support local health and disaster-prevention education. Actress Janine Chang joined the launch as an ambassador for the cause.
Facts
Over the next 3 years, the project will help develop health and disaster-prevention education
China Medical University Hospital will invest NT$5 million
Meeting children she had sponsored for 3 or 4 years but had never met
Lin Kuo-chang releases first image video, highlighting 5 visions for industrial upgrading
Published ・ Source Taiwan | 中央社 CNA
Lin Kuo-chang, the Democratic Progressive Party’s candidate for Yilan County magistrate, released his first campaign image video, “Yilan’s Window,” on the 5th. It sets out 5 priorities for industrial upgrading if elected: “Yilan’s Window,” “Industry’s Window,” “Youth’s Window,” “Childcare’s Window” and “Happiness’s Window.” He hopes to balance the environment with development, build a transportation network and lead Yilan into a new chapter.
Presidential Office National Day light show opens 10/7; Lien Yu-han narrates on democracy: “I vote every time”
Published ・ Source Taiwan | 中央社 CNA
The National Day light show on the Presidential Office Building will run on Ketagalan Boulevard from October 7 to 10. This year’s theme is “Democratic Taiwan, the World’s Heartbeat,” looking back at Taiwan’s 30-year democratic journey and everyday scenes. The General Association of Chinese Culture invited actress Lien Yu-han to record the narration. She said her way of participating in democracy is to “vote” and shared that what she cherishes most about Taiwan is the warmth of trust between people. The show features 4 songs and runs every half hour.
Facts
Looking back at Taiwan’s 30-year democratic journey
The National Day light show on the Presidential Office Building will run on Ketagalan Boulevard from October 7 to 10
The show will run from 7 p.m. to 9:30 p.m.
One show every half hour
On October 7, to coincide with the lighting ceremony, the show will begin at 7:30
This year, 4 songs capturing the character of the land and the pulse of the times were specially selected as the soundtrack.
To mark the 100th birth anniversary of Yeh Hung-chia, creator of Taiwan’s first heroic comic, “Zhuge Silang”.
民進黨 Taipei City chapter boosts ground campaign, with nearly 100 “Taipei Shun” buses taking to the roads.
Published ・ Source Taiwan | 中央社 CNA
民進黨’s Taipei City chapter has teamed up with Taipei mayoral candidate Shen Po-yang and 6 city council candidates to launch joint campaign bus advertisements as part of its ground strategy for the 2026 local elections. Nearly 100 “Taipei Shun” buses are traveling along major traffic routes across Taipei. Chapter head Wu Pei-yi said the team is working together to win the mayoral race and sweep the council seats. With just over 50 days until election day, the chapter will next take its “Great Ocean Current Plan” to 6 electoral districts to strengthen joint campaigning and coordinate vote allocation.
Facts
Nearly 100 “Taipei Shun” buses take to the roads.
Joins 6 Taipei city council candidates to launch bus ads for a joint campaign with Shen Po-yang.
Norway proposes banning AI glasses in certain places to prevent people from being secretly photographed, filmed or recorded.
Published ・ Source Taiwan | 中央社 CNA
To prevent people from being secretly photographed, filmed or recorded without their knowledge, the Norwegian government plans to propose a temporary ban on using AI glasses in designated places, including parks, beaches, museums, shopping malls, public events, schools, playgrounds, youth clubs, doctors’ offices, swimming pools and gyms with changing rooms. Private use would still be allowed, as would use that poses no risk of recording others without their consent. Norway’s Minister of Digitalisation and Public Governance, Mikkelsen, expressed deep concern over the rapid development of AI glasses.
National Day fireworks in Taitung; county government offers free shuttle buses.
Published ・ Source Taiwan | 中央社 CNA
After a 9-year hiatus, National Day fireworks will be set off on the evening of the 10th at the mouth of the Beinan River in Taitung City. 台東縣政府 has arranged free shuttle buses connecting Taitung Railway Station, Taitung Bus Terminal and the venue at Taitung Seaside Park. Buses will run every 20 minutes and depart when full. The service will operate from 2 p.m. to 10:30 p.m. The public is urged to use public transportation.
Facts
After a 9-year hiatus, this year’s National Day fireworks will be set off on the evening of the 10th at the mouth of the Beinan River in Taitung City.
This year’s National Day fireworks will be set off on the evening of the 10th at the mouth of the Beinan River in Taitung City.
Service runs from 2 p.m. to 10:30 p.m. that day.
Buses run every 20 minutes.
Take intercity bus route 8128 to Taitung Bus Terminal.
Lu Hsiu-yen shows off campaign essentials kit, with bandages and Green Oil at the ready.
Published ・ Source Taiwan | 中央社 CNA
Taichung Mayor Lu Hsiu-yen shared the campaign essentials kit she carries, containing 6 items: moisturizer, sunscreen, propolis spray, bandages, allergy cream and Green Oil. She travels between northern and southern Taiwan for the campaign and often gets scratched while shaking hands with members of the public. She uses Green Oil to stay alert, joking that “being sick for a long time makes you a good doctor.”
Facts
She brought out 6 campaign essentials.
At a campaign event on the 4th, she turned to drink water and missed Legislative Yuan President Han Kuo-yu’s hand.
Taiwan and Japan stocks rise more than 2%, while Hong Kong shares remain relatively weak.
Published ・ Source Taiwan | 中央社 CNA
Taiwan and Japanese stocks both rose more than 2% on the 5th amid expectations of a lower likelihood of a U.S. rate hike. Hong Kong stocks, by contrast, were relatively weak as China’s National Day holiday halted capital inflows. The Hang Seng Index edged up just 68 points, or 0.28%, to close at 24,040. Turnover totaled HK$98.1 billion, the lowest in nearly 7 months. Analysts cited foreign investors’ underweight positions in Hong Kong stocks as another key factor.
Facts
Closed at 24,040 points.
Today’s closing gain was just 68 points, or 0.28%.
Full-day turnover in Hong Kong stocks was only HK$98.1 billion.
Taiwan and Japanese stocks both rose more than 2% today.
Medical community backs drug harm-reduction policies; Lo Yi-chun encourages people bravely pursuing recovery.
Published ・ Source Taiwan | 中央社 CNA
Medical professionals jointly voiced support for drug harm-reduction policies, including clean needle exchanges and methadone maintenance treatment. 中華民國醫師公會全國聯合會 and 台灣精神醫學會 issued a joint statement stressing that combating drugs and reducing harm are not mutually exclusive, and citing WHO guidance in support of evidence-based treatment. Centers for Disease Control Director Lo Yi-chun said that since Taiwan began its harm-reduction strategy in 2005, HIV infections have fallen sharply from nearly 2,500 that year. The number of people infected with HIV through injecting drugs is now generally below 20 a year. He encouraged people with drug dependence to bravely seek treatment and urged society to support frontline addiction-treatment workers.
Facts
The number of infections at one point approached 2,500 that year.
Taiwan’s HIV epidemic rose significantly from 2005.
The number of people infected with HIV each year through injecting drugs is now generally below 20.
The Ministry of Finance announced the winning uniform invoice numbers for the July-August period of Minguo year 115, with 17 special prizes worth NT$10 million and 11 grand prizes worth NT$2 million. The lowest winning purchase was just NT$10, including a NT$10 Uber processing-fee receipt and a NT$10 receipt for milk tea bought at a FamilyMart in Yanshui, Tainan. The biggest prize went to a NT$24,000 wallet purchased at the LOEWE counter at 微風南山. A total of 107 people won the 4 major prizes this period, with winnings totaling NT$220.2 million. Prizes can be claimed from Oct. 6 this year through Jan. 5 next year.
Facts
17 special prizes worth NT$10 million were awarded.
The winning invoices comprised 17 special prizes and 11 grand prizes.
A receipt for Uber’s NT$10 processing fee.
A NT$10 receipt issued by 全家Family Mart for milk tea
A NT$24,000 receipt issued at the LOEWE counter at 微風南山
There were 107 lucky winners across 4 major prize categories
The prizes totaled NT$220.2 million
Prizes for other winning categories totaled more than NT$3.97761 billion
Chongqing motorcycle photo tours using “walk-in sign-ups” flagged by CCTV for hidden risks; authorities summon operators
Published ・ Source Taiwan | 中央社 CNA
Short-video motorcycle photo tours using “walk-in sign-ups,” recently popular in Chongqing, were flagged by Chinese state broadcaster CCTV for safety hazards, including taking up streets, riding one-handed and weaving across roads, as well as disrupting nearby residents. The Chongqing municipal government has launched a targeted cleanup campaign. Nan’an District summoned the operators, designated fixed parking areas and operating hours, while Liangjiang New Area also coordinated public outreach, strengthened risk warnings and cleared street obstructions.
Coast Guard seizes more than NT$1.6 billion worth of drugs; Cho Jung-tai praises Yunlin vessel for defending sovereignty
Published ・ Source Taiwan | 中央社 CNA
The 海巡署 broke up a drug-smuggling ring led by a man surnamed Li and seized cannabis and other drugs worth more than NT$1.6 billion. 行政院 Premier Cho Jung-tai praised the interagency drug-busting effort and lauded the “Yunlin” vessel for confronting China Coast Guard ship 3501, which entered the restricted waters around Dongsha on Sept. 7, saying it had upheld the country’s sovereignty. He also announced that more than NT$16.1 billion would be budgeted next year to improve Coast Guard personnel benefits and fund shipbuilding.
Facts
Cannabis and other drugs seized, with a total market value of more than NT$1.6 billion
Estimated market value of nearly NT$1.618 billion
A total of 766.09 kilograms of dried cannabis flowers seized
43.25 kilograms of amphetamine
5.34 kilograms of ketamine and mixed drugs
The largest cannabis case seized by the 海巡署 in nearly 10 years
After questioning, the 4 suspects were referred to prosecutors for investigation under the Narcotics Hazard Prevention Act and other laws
China Coast Guard ship 3501 entered the restricted waters around Dongsha on Sept. 7
After a lengthy investigation, officers lay in wait at a parking lot in Ruifang District, New Taipei City, in the early hours of June 3
The government has budgeted more than NT$16.1 billion for next year to improve pay and benefits for frontline Coast Guard personnel
This year’s supplementary budget also includes the same NT$2,000 position and supervisor allowances as those for military and civil-service personnel
NT$1.93 billion has been budgeted to build 1 2,000-ton ocean patrol vessel
NT$140 million has been budgeted to strengthen equipment capabilities for various special operations
Egypt helps address Iran issue; US approves $320 million in military aid
Published ・ Source Taiwan | 中央社 CNA
US Secretary of State Marco Rubio signed a waiver releasing $320 million in military aid to Egypt that had been withheld over human rights concerns, citing Egypt’s assistance to the United States in addressing Iran during the US-Iran war. The funds are part of the $1.3 billion in economic and military aid the United States provides to Egypt annually. Washington said it would continue to monitor Egypt’s human rights situation.
Facts
The United States will release $320 million in military aid to Egypt
The United States provides Egypt with $1.3 billion in economic and military aid each year
Egyptian police recently detained 6 journalists from independent fact-checking and investigative media outlets
The last waiver issued during the Biden administration was in September 2024
US Secretary of State Marco Rubio signed the waiver in early September
Government aims to distribute NT$10,000 before Lunar New Year; Finance Ministry says procurement awards will be handled promptly in accordance with the law
Published ・ Source Taiwan | 中央社 CNA
The central government’s budget for 116年 includes NT$235.7 billion for cash payouts. 行政院 has set a goal of distributing the money before Lunar New Year next year, and 財政部 said it would promptly conduct procurement and award contracts using the second reserve fund, in accordance with the law. Vice Finance Minister Chen Yung-sheng also outlined this year’s progress in promoting cloud invoices, saying the carrier usage rate topped 68%, a new high.
Facts
The central government’s budget for 116年 includes NT$235.7 billion for cash payouts
The exclusive cloud-invoice prize for each period from July to December this year is NT$500
The number of prize groups has increased to 4.35 million
More than 68% of people use carriers to store cloud invoices
A total of 3,347 businesses took part
More than 515.86 million cloud invoices have been issued to date
Overall growth reached 4.9 percentage points
A total of 404 head offices entered the top-performing head office award
Cloud invoices accounted for 63.86%
An increase of 4.52 percentage points from the same period last year
A total of 1,447 businesses entered the top-performing store award
Cloud invoices accounted for 55.09%
An increase of 7.71 percentage points from the same period last year
A total of 1,496 businesses entered the best-improvement award
Cloud invoices accounted for 47.32%
An increase of 10.51 percentage points from the same period last year
China Airlines adopts woodland in Nanzhuang, Miaoli; forest absorbs 236 metric tons of carbon dioxide annually
Published ・ Source Taiwan | 中央社 CNA
中華航空 has adopted woodland in Nanzhuang, Miaoli, since 2023. The area it has adopted now covers 12.425 hectares, with about 33,801 native Taiwanese trees planted. The woodland can absorb up to 236 metric tons of carbon dioxide annually, with carbon absorption potential equivalent to the annual emissions of about 50 passenger cars. China Airlines installed an adoption sign along the Jiali Mountain trail, unveiled by General Manager Chen Han-ming and others.
Facts
The adopted area now covers 12.425 hectares
It has the potential to absorb 236 metric tons of carbon dioxide annually
About 33,801 native Taiwanese trees, including Taiwan fir and Taiwan incense cedar, have been planted
A passenger car that uses 2,000 liters of gasoline a year
Emits about 4.59 metric tons of carbon dioxide equivalent
Equivalent to the annual greenhouse gas emissions of about 50 passenger cars
Daping section of the Jiali Mountain trail, 0-0.6K
中華航空 issued its Forest and Biodiversity Conservation Commitment in 2022
It also began adopting woodland in Nanzhuang, Miaoli, in 2023
Spain faces housing crisis; prime minister calls early election for Nov. 29
Published ・ Source Taiwan | 中央社 CNA
Spanish Prime Minister Sánchez has called an election, originally scheduled for 2027, to be held early on Nov. 29, as the housing crisis worsens and parliament rejects a housing reform bill, in a bid to strengthen his popular mandate. However, his Socialist Workers’ Party trails in polls. If it loses the election, one of Europe’s few remaining left-leaning governments could be replaced by a coalition of the conservative People’s Party and the far-right Vox.
Facts
The election will be held early on Nov. 29
The crisis was triggered by an event on Sept. 23
An 87-year-old retired woman, Maria Carmen Abascal, who lives in Madrid
Was forcibly evicted from the apartment where she had lived for 70 years
Spain was originally due to hold its next general election by August 2027
Sánchez, now 54, has served as Spain’s prime minister since 2018
Has served as Spain’s prime minister since 2018
These proposals were rejected by right-wing lawmakers on the 2nd
Optical lens maker 大立光 reported consolidated revenue of NT$5.779 billion in September, its highest level in nearly 11 months, up 15% month on month and down 7% year on year. Third-quarter consolidated revenue was NT$15.651 billion, up 15% quarter on quarter and down 11% year on year. Revenue for the first 9 months totaled NT$44.86 billion, up 2% year on year. The company expects October momentum to be similar to September’s. Lenses with 10-megapixel specifications accounted for the largest share of September shipments, at 60% to 70%. 大立光 will hold an online earnings call on October 8. It has secured its first fiber array (FA) order and has announced 7 purchases of land and buildings in Taichung totaling more than NT$8 billion, with the market watching its CPO progress. Analysts expect 大立光 to be the main supplier of variable-aperture lenses for the iPhone 18 Pro.
Facts
September consolidated revenue of NT$5.779 billion
up 15% month on month
down 7% year on year
Consolidated revenue for the third quarter reached NT$15.651 billion
up 15% from the second quarter
down 11% from the same period last year
Consolidated revenue for the first 9 months totaled NT$44.86 billion
President Lai’s son surveilled by Chinese woman; Foreign Ministry calls for international condemnation of transnational repression
Published ・ Source Taiwan | 中央社 CNA
The U.S. Federal Bureau of Investigation arrested a woman suspected of spying for China at Los Angeles International Airport on the 4th. The woman reportedly surveilled Lai Ting-yu, the son of Taiwan President Lai Ching-te, while he was in the United States. The Ministry of Foreign Affairs issued a stern condemnation of China’s transnational repression on the 5th, urging the international community to condemn it in unison and work together to counter it. It also stressed that it would continue cooperating with democratic partners to strengthen intelligence sharing and security measures.
Facts
The Federal Bureau of Investigation (FBI) arrested a woman suspected of acting as a Chinese spy at Los Angeles International Airport on the 4th
CNA reporter Yang Yao-ju, Taipei, 5th
adhere to the principles of “prevention,” “protection” and “countermeasures” across 3 areas
Research firm: TV panel prices flat in October as costs are reflected, but demand falls
Published ・ Source Taiwan | 中央社 CNA
Research firm 集邦科技 said TV panel prices were flat across the board in October. Although panel makers hope to raise fourth-quarter TV panel prices due to rising component costs, demand is expected to weaken in the fourth quarter, and TV brands plan to reduce purchases to stabilize prices. 集邦科技 expects fourth-quarter demand for liquid crystal display panels to fall 8% quarter on quarter and laptop panel demand to drop by more than 20%, with prices for all panel types remaining flat.
Facts
集邦科技 expects fourth-quarter demand for liquid crystal display (Monitor) panels to fall 8% quarter on quarter
Demand is estimated to fall by more than 20% quarter on quarter, putting panel makers under intense pressure to ship in the fourth quarter
given that TV panels are currently the only profitable one of the 3 main applications for panel makers
French high school students protest amid budget squeeze; analysts warn debt crisis may already have begun
Published ・ Source Taiwan | 中央社 CNA
The French government presented its 2027 budget proposal in October, planning to cut spending by 43 billion euros to reduce the deficit. At the same time, high school students took to the streets to protest worsening learning conditions. Analysts noted that France’s 10-year bond yield reached 4.96%, its highest since 2002, while debt-servicing costs hit 79.2 billion euros. Debt is forecast to reach 121.7% of GDP in 2027, and public spending already accounts for as much as 57.2% of GDP. Whoever becomes the next president may face a situation in which the government lacks the fiscal capacity to act, and the debt crisis may already have begun.
Facts
On October 1, the government presented its 2027 budget proposal, planning to save 43 billion euros in hopes of bringing the deficit below 5% of gross domestic product (GDP).
France's budget situation is becoming increasingly strained, with the 10-year government bond yield reaching 4.96%, a level not seen since 2002.
Debt-servicing costs have reached 79.2 billion euros and could exceed the symbolic threshold of 100 billion euros in 2028.
Could exceed the symbolic threshold of 100 billion euros in 2028
The government expects debt to reach 121.7% of GDP in 2027.
France's public spending as a share of GDP rose from around 40% in the mid-1970s to 57.2% in 2025.
France ranks 2nd in Europe for public spending as a share of GDP, just below Finland's 57.5%.
But it is 7.7 percentage points above the European average.
Under the 2027 budget proposal, the national education budget was not cut; instead, it was increased by 1.2 billion euros.
Although the government plans to cut 1,588 positions
school enrollment is also expected to decline by 180,000 students.
Although 85% of respondents believe reducing public debt is an urgent priority, few are willing to make sacrifices.
In 2025, pensions accounted for 1/4 of France's public spending.
The poverty rate among young people aged 18 to 29 is nearly 2 times that of people aged 75 and older.
Wang Mei-hui advances home safety policies for older adults; Chang Chi-kai calls for improvements to senior benefits card
Published ・ Source Taiwan | 中央社 CNA
Democratic Progressive Party legislator Wang Mei-hui invited the Ministry of Health and Welfare to inspect Chiayi Hospital, promoting home safety policies for older adults and plans to build a long-term care facility. Chang Chi-kai, the Taiwan People's Party's candidate for Chiayi City mayor, proposed raising the per-trip taxi subsidy cap on the senior benefits card to 100 points.
Facts
The project is scheduled to run from Minguo 116 to 120.
Plans call for a long-term care facility with 1 basement level and 7 floors above ground.
The cost is estimated at approximately NT$1.8 billion.
Will promote raising the per-trip taxi subsidy cap on the senior benefits card to 100 points.
In October 2023, it was proposed that a long-term care facility be planned for the east campus of Chiayi Hospital.
AES-KY set a new monthly revenue record for 4 consecutive months through September.
AES-KY reported third-quarter revenue of 5.23 billion yuan, up 8.8% quarter on quarter and 26.6% year on year.
AES-KY's cumulative revenue for the first 9 months reached 14.572 billion yuan, up 26.28% year on year.
AES-KY's growth momentum stems from increasing demand for HVDC power rack architectures using BBU solutions.
Institutional investors say AI is driving stronger BBU demand, and AES-KY's business is expected to remain promising from the second half of this year through next year, with opportunities to continue securing new customers.
TrendForce: TV panel prices expected to remain flat across the board in October; monitor demand to fall 8% quarter on quarter
Published ・ Source Taiwan | 鉅亨網
TrendForce issued its early-October panel price forecast on October 5, predicting that prices for panels used in TVs, monitors and laptops will all remain flat in October. Although demand is weak in the fourth quarter, rising upstream component costs are putting pressure on panel makers, and brands and panel makers have reached a consensus on keeping prices flat.
Facts
TrendForce issued its early-October panel price forecast today (5), expecting TV panel prices to remain flat across the board in October.
Fourth-quarter demand for monitor (MNT) panels is forecast to fall 8% quarter on quarter, a steeper decline than in the third quarter.
Procurement demand from the top 6 laptop panel brand customers is forecast to fall by more than 20% quarter on quarter in the fourth quarter.
Panel makers are facing across-the-board increases in upstream component costs.
Of the 3 major panel applications, only TV panels are currently generating stable profits; a decline in TV panel margins would hurt overall profits at panel makers.
Monitor panel prices are still expected to remain flat across the board in October.
Laptop panel prices are still expected to remain flat in October.
Revenue flash: 南亞科 (2408) September revenue reaches 45.091 billion yuan, up 576.62% year on year
Published ・ Source Taiwan | 鉅亨網
南亞科 (2408-TW) announced September 2026 revenue of NT$45.091 billion, up 576.62% year on year. Cumulative revenue for January through September was NT$265.285 billion, up 626.95% year on year.
Facts
南亞科 (2408-TW) reported September 2026 revenue of NT$45.091 billion.
南亞科's September 2026 revenue rose 576.62% year on year and 0.9% month on month.
南亞科's cumulative revenue for January through September 2026 was NT$265.285 billion, up 626.95% year on year.
南亞科's latest share price is NT$530, up 5.37% over the past 5 days.
Related semiconductor stocks rose 3.38% over the past 5 days, while 南亞科 outperformed the industry index.
The 3 major institutional investors recorded combined net buying of 25,972 lots over the past 5 days.
南亞科 operates in the semiconductor industry, with primary businesses in electronic component manufacturing, international trade and other consulting services.
Revenue flash: 華邦電 (2344) September revenue reaches 28.249 billion yuan, up 256.67% year on year
Published ・ Source Taiwan | 鉅亨網
華邦電（2344-TW） announced September 2026 revenue of 28.249 billion yuan, up 256.67% year on year. Cumulative revenue for January through September was 180.427 billion yuan, up 187.39% year on year. Its recent share price performance has also outpaced the semiconductor industry index.
Facts
華邦電（2344-TW） reported September 2026 revenue of NT$28.249 billion, up 256.67% year on year and 3.44% month on month.
Cumulative revenue for January through September this year was NT$180.427 billion, up 187.39% year on year.
The latest share price is NT$181, up 5.54% over the past 5 days. Semiconductor stocks rose 3.38%, and the share price outperformed the industry index.
華邦電 operates in the semiconductor industry. Its main businesses include integrated circuits, semiconductor memory components and related systems, semiconductor components for computer systems and digital communications, other semiconductor components, computer software programming and data processing, as well as import and export trade related to its businesses.
Revenue flash: Foxconn (2317) September revenue reaches 1.16 trillion yuan, up 38.42% year on year
Published ・ Source Taiwan | 鉅亨網
鴻海(2317-TW) announced today that September 2026 revenue was NT$1.16 trillion, up 38.42% year on year and 25.7% month on month. Cumulative revenue for January through September reached NT$7.67 trillion, up 39.53% year on year.
Facts
鴻海(2317-TW) reported September 2026 revenue of NT$1.16 trillion.
September revenue rose 38.42% year on year and 25.7% month on month.
Cumulative revenue for January through September 2026 was NT$7.67 trillion, up 39.53% year on year.
The latest share price is NT$254, up 1.4% over the past 5 days.
The 3 major institutional investors recorded combined net buying/selling of +11,732 lots over the past 5 days.
鴻海(2317-TW) operates in the other electronics industry.
Foxconn's main businesses include the development, design, manufacture and sale of computer system equipment and its peripherals, connectors, cable assemblies, casings and bases, as well as the manufacture and sale of precision molds.
Revenue flash: 鴻華先進-創 (2258) September revenue reaches 1.069 billion yuan, up 341.1% year on year
Published ・ Source Taiwan | 鉅亨網
鴻華先進-創（2258-TW） announced September 2026 revenue of NT$1.069 billion, up 341.1% year on year and 17.04% month on month, marking a strong performance.
Facts
鴻華先進-創（2258-TW） reported September 2026 revenue of NT$1.069 billion.
September 2026 revenue rose 341.1% year on year.
September 2026 revenue rose 17.04% month on month.
Cumulative revenue for January through September this year was NT$4.886 billion, up 36.73% year on year.
The latest share price is NT$30.5, down 0% over the past 5 days.
The three major institutional investors recorded net purchases of 349 lots over the past 5 days
The company operates in the automotive industry, with core business in electric vehicle technology research and development, vehicle and component manufacturing management, and sales services
Weak employment data offset yield pressures; Bitcoin briefly neared $87,000
Published ・ Source Taiwan | 鉅亨網
After U.S. September nonfarm payrolls came in well below expectations, the chance of a Fed rate hike in October fell below 20%. Bitcoin briefly neared $87,000 in Asian trading on the 5th, reaching an almost 8-month high, while spot ETFs continued to attract inflows.
Facts
Bitcoin briefly neared $87,000 in Asian trading on October 5, 2026, reaching a high of $86,995
The U.S. added just 29,000 nonfarm jobs in September, far below market expectations
CME FedWatch showed the chance of a Fed rate hike in October plunging to below 20%
The U.S. 10-year Treasury yield rose back to a high of 5.25% to 5.28%
U.S. spot Bitcoin ETFs recorded net inflows of $102.7 million and $189.8 million on October 1 and 2, respectively
Cardano (ADA) surged more than 10% in a day to $0.2742, its highest level since May 2026
Brent crude topped $100 a barrel
Companies mentioned：Coin Bureau、Zaye Capital Markets、SoSoValue
大立光 September revenue rose 15.31% month on month to NT$5.779 billion, as the market remains in peak restocking season
Published ・ Source Taiwan | 鉅亨網
大立光（3008-TW）reported September revenue of NT$5.779 billion, up 15.31% month on month and down 7.31% year on year. Cumulative revenue for January to September was NT$44.86 billion, up 2.12% year on year. The company said operating momentum in October was similar to September's, while third-quarter revenue of NT$15.651 billion was the highest quarterly total this year.
Facts
大立光 September revenue was NT$5.779 billion, up 15.31% month on month and down 7.31% year on year.
大立光 revenue for January to September 2026 was NT$44.86 billion, up 2.12% year on year.
大立光 third-quarter revenue was NT$15.651 billion, the highest quarterly total in 2026, up 14.53% quarter on quarter and down 11.46% year on year.
大立光 invested NT$8.1 billion in 2026 and acquired more than 18,000 ping of factory space.
大立光 reported first-half 2026 revenue of NT$29.209 billion, a gross margin of 49.41%, net income after tax of NT$10.793 billion, and earnings per share of NT$82.35.
大立光 reported self-assessed net income after tax of NT$1.826 billion for July 2026, up 6.97% year on year, with monthly earnings per share of NT$13.94 and earnings per share of NT$96.29 for January to July.
大立光 shares closed at NT$6,730 today, up NT$400, or 7%, from the previous day, with trading volume rising to 2,268 lots. Foreign investors sold 318 lots, investment trusts bought 117 lots, and dealers bought 9 lots.
2026 Nobel Prize in Physiology or Medicine goes to three American and German scientists for achievements in optogenetics
Published ・ Source Taiwan | 鉅亨網
The 2026 Nobel Prize in Physiology or Medicine was announced on October 5 and awarded jointly to three scientists from the United States and Germany, recognizing their pioneering contributions to optogenetics and light-sensitive ion channels.
Facts
The 2026 Nobel Prize in Physiology or Medicine was jointly awarded to Deisseroth, Hegemann, and Nagel
The three laureates will split the 12 million Swedish krona prize
In 2007, Deisseroth used light switches to control neural signals in the brain of a living mouse
Hegemann and Nagel jointly discovered channelrhodopsin in the early 2000s
The 2026 Nobel Prize announcements officially began on October 5
Blue light exposure activates channelrhodopsin, triggering electrical impulses in cells
The Ministry of Digital Affairs' cybersecurity institute is strengthening AI cybersecurity defenses and building national cybersecurity protection that is “fast, broad, and deep”
Published ・ Source Taiwan | 鉅亨網
國家資通安全研究院 is adopting “AI versus AI” as its core strategy, actively developing Agentic AI threat analysis technology, and planning to build 2 platforms—automated vulnerability discovery and intelligent cyberattack and defense exercises—to strengthen Taiwan's cybersecurity defenses.
Facts
國家資通安全研究院 is advancing its AI cybersecurity technology strategy with “AI versus AI” as its core approach
The head of the cybersecurity institute is 龔化中, who said traditional defense models are facing challenges
The cybersecurity institute is actively developing cybersecurity threat analysis technology for agentic AI (Agentic AI)
The cybersecurity institute plans to build 2 platforms: “automated vulnerability discovery” and “intelligent cyberattack and defense exercises”
The cybersecurity institute is continuing its “Product Cybersecurity Upgrade Initiative,” using vulnerability hunting to assist domestic software companies
TWCERT/CC is promoting the establishment of product security incident response teams (PSIRTs) at companies
The relevant mechanisms draw on international regulatory trends, including the EU Cyber Resilience Act (CRA)
The cybersecurity institute will continue to focus on “AI × cybersecurity × national resilience”
群電 September revenue fell 21% year on year as notebook power demand eased while non-notebook demand held steady
Published ・ Source Taiwan | 鉅亨網
Power supply maker 群電 (6412-TW) reported September revenue of NT$2.413 billion, down 21% year on year. Notebook power supply restocking slowed amid a memory shortage, but momentum remained strong for non-notebook businesses, including server and satellite communications power supplies.
Facts
群電 (6412-TW) September revenue was NT$2.413 billion, down 2.3% month on month and 21% year on year
群電 third-quarter revenue was NT$7.413 billion, down 12.2% quarter on quarter and 18% year on year
群電 revenue for the first 9 months totaled NT$23.641 billion, down 11.1% year on year
The slowdown in notebook power supply restocking was mainly due to severe memory shortages at customers and cost pressures
Overall orders for satellite communications power supplies in the fourth quarter doubled from the previous quarter
The new-generation home receiver power supply entered mass production smoothly in September
群電 will participate in the 2026 OCP Global Summit in October to showcase its new-generation fully liquid-cooled power supply
群電's strategy in the notebook market is not to prioritize shipment volume, but to focus on profitability and product value
華通 September and Q3 revenue hit record highs; Q4 operations expected to grow strongly
Published ・ Source Taiwan | 鉅亨網
HDI maker 華通 (2313-TW) reported September 2026 revenue of NT$8.617 billion and third-quarter revenue of NT$22.585 billion, both record highs. The results were driven mainly by strong orders for optical communications products and U.S. smartphone products, with shipments also increasing for HDI, LEO satellite, and AI data center products. Analysts expect strong growth in fourth-quarter operations.
Facts
華通 September 2026 revenue hit a record NT$8.617 billion, up 22.89% month on month and 15.02% year on year.
華通 third-quarter 2026 revenue was NT$22.585 billion, up 12.97% quarter on quarter and 12.65% year on year, setting another record.
華通 cumulative revenue for January to September 2026 was NT$62.125 billion, up 13% year on year.
華通 second-quarter 2026 revenue hit a record NT$19.99 billion, with a gross margin of 18.51%, up 0.53 percentage points quarter on quarter and 0.27 percentage points year on year.
華通 second-quarter 2026 net income after tax was NT$1.479 billion, down 1.6% quarter on quarter and up 77.86% year on year, with EPS of NT$1.24.
華通 first-half 2026 revenue was NT$39.54 billion, with a gross margin of 18.25%, up 0.52 percentage points year on year. Net income after tax was NT$2.983 billion, up 39.08% year on year, with EPS of NT$2.5.
華通 shares closed at the limit-up price of NT$248.5 that day, with trading volume rising to 49,600 lots. The three major institutional investors were net buyers of 9,398 lots, led by foreign investors with net purchases of 7,880 lots.
尖點 earned back more than half its share capital in the first 8 months, with EPS of NT$5.14; cash capital increase ex-rights trading begins tomorrow
Published ・ Source Taiwan | 鉅亨網
尖點科技(8021-TW), benefiting from robust market demand, reported self-assessed August revenue of NT$771 million, a record high, and monthly net income after tax of NT$142 million, up 3 times year on year. Cumulative revenue for January to August reached NT$4.667 billion, surpassing the full-year 2025 total, with EPS of NT$5.14. The company will conduct a cash capital increase of 4,000 lots at a premium issue price of NT$388, aiming to raise NT$1.552 billion. It will also issue NT$480 million in unsecured convertible bonds, bringing the combined total of the 2 offerings to more than NT$2.1 billion. Drill bit production capacity is planned to reach 45 million units per month by the end of 2026, 70 million in 2027, and 90 million in 2028; 2026 capital expenditure is expected to reach as much as NT$3 billion.
Facts
Original以 7.71 億元再創歷史新高
Original單月稅後純益達 1.42 億元，年增高達 3 倍
Monthly earnings per share (EPS) came to 0.97 yuan
Original尖點 2026 年 1 至 8 月累計營收達 46.67 億元
Up 76.07% year over year
Original超越 2025 全年營收 44.1 億元
Original累計 1 至 8 月稅後純益達 7.48 億元
EPS has reached 5.14 yuan
尖點 plans to issue 4,000 lots of new shares for a cash capital increase
The new shares will be issued at a premium price of 388 yuan each
Original預計募集 15.52 億元
Compared with 尖點's closing price of 580 yuan today
The capital increase price still represents a significant discount of 44.33%
Original發行面額 4.8 億元之無擔保可轉換公司債(CB)
The conversion price is set at 528 yuan
The premium rate is 110%
Original兩項籌資案合計發行總金額將超過 21 億元
To reach 45 million units per month by the end of this year
Plans to reach 70 million units in 2027
Aims to reach monthly capacity of 90 million units by 2028
Capital expenditure in the first half of 2026 was NT$1.38 billion
Plans for full-year 2026 capital expenditure of NT$3 billion
Revenue in the second-quarter 2026 financial report was NT$1.826 billion
Gross margin was 41.78%
Quarterly net profit after tax was NT$302 million
Earnings per share were NT$2.08
First-half 2026 revenue was NT$3.166 billion
Gross margin was 39.58%
尖點科技 reported net profit after tax of NT$470 million in the first half of 2026, up 2.61 times year over year
EPS was 3.25 yuan
The share of high-end coated drill-bit products rose to 56% in the first half
Equivalent to a further 55.56% increase in capacity from the level at the end of this year
Next year, each person may be able to give tax-free gifts of NT$2.72 million! What lies behind this big tax-cut package?
Published ・ Source Taiwan | 鉅亨網
永誠資產管理處 said the estate tax exemption in 2027 is expected to rise from NT$13.33 million to about NT$14.88 million, while the gift tax exemption is expected to increase from NT$2.44 million to about NT$2.72 million. It advised parents to take stock of their assets and calculate their retirement needs before making inheritance arrangements.
Facts
The current estate tax exemption is NT$13.33 million, while the gift tax exemption is NT$2.44 million per donor per year.
The Estate and Gift Tax Act provides for adjustments in line with prices. When the cumulative rise in the CPI since the last adjustment reaches 10%, the relevant amounts are adjusted from the following year in line with the increase.
The exemption is calculated based on the 12-month average CPI from November of the previous year through October of the current year. The Ministry of Finance must announce the applicable amounts for the following year by the end of each December.
The estate tax exemption in 2027 is expected to rise to about NT$14.88 million, while the gift tax exemption is expected to increase to about NT$2.72 million.
The gift tax exemption applies to the “donor” and is calculated based on the total amount gifted during the year; it is not a separate allowance for each child.
If each parent makes gifts from their own assets, their combined annual exemption could reach NT$5.44 million (based on the projected exemption of NT$2.72 million).
The 2027 exemption amounts cited in this article are estimates; the actual amounts will be subject to the Ministry of Finance's official announcement.
<Taiwan dollar> Fed may not raise rates again in October; stocks and currency rise together, with the Taiwan dollar gaining 4.2 cents to close at 31.788
【Stocks with heavy volume and sharp gains】Taiwan stocks surge past 49,700! “PCB + price-hike concept stocks” also hit limit-up! Is it still in time to get in? The must-buy list revealed!
Published ・ Source Taiwan | 鉅亨網
The Taiwan Stock Exchange Weighted Index surged 1,236.30 points to close at 49,712.04, a record high. PCB and price-hike concept stocks 台半, 金像電 and 南電 performed strongly, while heavyweight stocks 台積電, 聯發科 and 鴻海 also advanced.
Facts
The Weighted Index rose 1,236.30 points to close at 49,712.04, with trading value of NT$1,150.805 billion.
The 3 major institutional investors bought a net NT$76.449 billion. Foreign investors bought a net NT$71.896 billion, extending their buying streak to 4 sessions with net purchases totaling NT$126.089 billion.
台積電 rose 3.00% on the day to close at 2,575 yuan.
聯發科 rose 4.34% on the day to close at 5,165 yuan.
鴻海 rose 1.20% on the day to close at 254 yuan.
U.S. September nonfarm payrolls rose by just 29,000, and the unemployment rate climbed from 4.1% to 4.2%.
台半 rose from 94.5 to 112 yuan, a gain of 18% for members.
金像電 and 南電 both hit the daily limit-up, with 南電 setting a new high for the current swing.
Seizing opportunities in AI factory construction! 大易橙 to debut on the emerging stock market on 10/6 at a reference price of 252 yuan
Published ・ Source Taiwan | 鉅亨網
大易橙科技 (7951-TW) will debut on the emerging stock market on October 6 at a reference price of 252 yuan per share. The company provides secondary power distribution and interconnection engineering for semiconductor plants. It has benefited from the AI boom and global semiconductor capacity expansion, with 2025 revenue up 131.18% year over year, and has expanded into overseas markets in Japan, the U.S., Singapore and Germany.
Facts
大易橙科技 (7951-TW) will debut on the emerging stock market on October 6 at a reference price of 252 yuan per share
大易橙 reported 2025 revenue of NT$2.659 billion, up 131.18% year over year, net profit after tax of NT$395 million and EPS of 23.30 yuan
大易橙 reported revenue of NT$2.506 billion in the first half of this year, net profit after tax of NT$317 million and EPS of 15.47 yuan
As of August 2026, overseas subsidiaries accounted for 30% of 大易橙's revenue
WSTS forecasts that the global semiconductor market will grow 26.3% in 2026
資策會MIC forecasts that global semiconductor capital spending will reach US$225 billion in 2026, up 18% year over year and a record high
Taiwan's semiconductor output is projected to reach NT$7.1 trillion, up 24.4% year over year
大易橙 has established or acquired subsidiaries in Kumamoto, Japan; Arizona, the U.S.; Singapore; and Germany
倫元投顧 analyst 陳學進 released an analysis of the Taiwan stock market, saying the market surged 1,236 points to close at 49,712, a record high. AI supply-chain stocks led by heavyweight names including 台積電, 聯發科 and 台達電 are just one step away from the 50,000-point mark.
Facts
Taiwan stocks surged 1,236 points at the close today, finishing at 49,712 points
Taiwan stocks recorded trading value of about NT$1.15 trillion today
台積電 will hold an investor conference on Oct. 15
Taiwan's August export orders topped US$100 billion for the first time, setting a record
Large-cap stocks include 台積電, 聯發科, 台達電 and 日月光投控 (3711-TW)
The core strategy is “stock selection over market timing, buying on dips rather than chasing highs”
Profit growth of 70% next year! DBS investment chief: 輝達 has a P/E ratio of just 17 times; AI tech stocks are nowhere near a bubble
Published ・ Source Taiwan | 鉅亨網
侯韋福, investment chief at 星展集團, said recently that 輝達 has a P/E ratio of just 17 times and is forecast to post 70% profit growth in 2027, putting AI tech stocks far from a bubble. He recommended that investors use a “barbell strategy” to allocate assets between tech stocks and investment-grade fixed-income assets.
Facts
侯韋福 believes AI-driven tech stocks represented by 輝達 are still far from forming a bubble
輝達 currently has a forward 12-month P/E ratio of just 17 times
The market expects 輝達's profit to grow by as much as 70% in 2027
During the 2000 dot-com bubble, 思科's P/E ratio once reached about 100 times
侯韋福 recommended that investors adopt a “barbell strategy” to control portfolio volatility
The semiconductor and AI investment sectors have significant “tailwinds,” with solid fundamental support
〈Real Estate〉 Taipei's Shuiyuan Phase 2 and 3 public housing urban renewal project passes review; NT$7.6 billion to be invested in building towers
Published ・ Source Taiwan | 鉅亨網
The Taipei City Shuiyuan Phase 2 and 3 public housing urban renewal project, implemented by 台北市住宅及都市更新中心, passed urban renewal review today (5). Investment is estimated at more than NT$7.6 billion, with completion expected in 2033. RC and SRC buildings will be constructed, with space allocated for long-term care.
Facts
台北市住宅及都市更新中心 is the implementing agency for the Shuiyuan Phase 2 and 3 public housing urban renewal project
The project passed today (5) after revisions were made following review by the Taipei City Urban Renewal and Dispute Resolution Review Committee
The estimated investment is more than NT$7.6 billion
The project is expected to be completed in 2033
The renewal is expected to create real estate value of more than NT$18.5 billion
Plans call for 1 block of 3 RC buildings with 21 floors above ground and 3 below, and 1 block of 1 SRC building with 24 floors above ground and 4 below
The site covers about 3,188.65 ping and currently has 10 five-story apartment buildings with a total of 460 units; the buildings are more than 60 years old
The project will provide residential long-term care space to the Taipei City Government and seek seismic-resistant, smart-building and green-building certifications
With Taiwan stocks nearing 50,000 points, 鉅亨買基金 released performance data for Taiwan stock funds in the first 3 quarters of 2026: 125 funds outperformed the broader market, 39 doubled their returns, and Taiwan small- and mid-cap funds led with a top return of 160.5%.
Facts
In the first 3 quarters of 2026, 125 of 145 Taiwan stock funds outperformed the broader market.
Taiwan stocks rose 68.1% in the first 3 quarters of 2026.
All 16 Taiwan small- and mid-cap stock funds outperformed the broader market, while 109 of 129 Taiwan stock funds came out ahead.
A total of 33 Taiwan stock funds doubled their returns, with the highest return reaching 146%.
A total of 6 Taiwan small- and mid-cap stock funds doubled their returns, with the highest reaching 160.5%, the best among all funds.
Since 1957, buying the S&P 500 on the trading day after it sets a record high and holding for 5 years has produced an average cumulative price return of 50.9%.
LED lead-frame and vapor chamber maker 一詮 (2486-TW) reported September revenue of NT$780 million, a record and up 56.8% year on year. Revenue from thermal components rose 117% year on year, accounting for 48%.
Facts
一詮's September revenue was NT$780 million, up 56.8% year on year and 0.96% month on month, setting a record
一詮's third-quarter revenue was NT$2.301 billion, up 48.4% year on year and 11.7% quarter on quarter
一詮's cumulative revenue for the first 3 quarters of this year was NT$5.98 billion, up 33% year on year
September revenue from thermal components increased by NT$200 million year on year, a 117% gain
Thermal components now account for 48% of 一詮's revenue
Original法人預期一詮散熱片營收占比可望持續提升，並於明年達到6成
Construction at the Sanchong plant is expected to begin in the fourth quarter of this year, with production slated to start in the first quarter of 2027
〈Real Estate〉 Wave of presale home cancellations: Xitun and Annan districts each top 300 cases, ranking first and second
Published ・ Source Taiwan | 鉅亨網
永慶房屋 surveyed the 10 districts with the most presale home cancellations nationwide. Taichung's Xitun District ranked first with 365 cases and NT$9.87 billion in canceled contracts, followed by Tainan's Annan District with 329 cases. Taoyuan had the most districts on the list, with 5.
Facts
Presale market transactions peaked in the first half of 2024, after which buyer demand and transaction volume fell sharply.
Taichung City's Xitun District ranked first nationwide, with 365 cancellations totaling NT$9.87 billion.
Tainan City's Annan District ranked second in the number of cancellations, with 329 cases.
Taoyuan City had the most districts on the list, with 5; Taichung and Kaohsiung each had 2.
The 5 Taoyuan districts on the list are Yangmei, Zhongli, Taoyuan, Dayuan and Guanyin.
The rise in cancellations in Xitun is linked to the large volume of presale transactions accumulated in major development zones such as the Seventh Redevelopment Zone, the Twelfth Redevelopment Zone and the Shui Nan Economic and Trade Park.
The increase in cancellations was mainly driven by the Seventh Wave of credit controls and tighter bank funding, which affected buyers' financial arrangements.
Foreign investors pour NT$71.8 billion into Taiwan stocks, their 10th-largest net buying tally; they scoop up more than 150,000 lots of this actively managed ETF
Published ・ Source Taiwan | 鉅亨網
Bullish momentum remained strong in Taiwan stocks on the 5th, with the market surging 1,236.3 points, or 2.55%, to close, as trading volume expanded to NT$1.15 trillion. Foreign investors added NT$71.896 billion in net purchases, ranking 10th among their largest net-buying totals, and continued buying several actively managed ETFs. 00403A 主動統一升級50 was the most popular, with more than 150,000 lots purchased.
Facts
Taiwan stocks surged 1,236.3 points, or 2.55%, at the close on the 5th, setting another record and approaching 50,000 points, as trading volume expanded to NT$1.15 trillion.
Foreign investors added NT$71.896 billion in Taiwan stocks on the 5th, ranking 10th among their largest net-buying totals.
Original三大法人5日合計買超764.49億元，外資連4買，自營商連4買，投信轉賣。
Foreign investors bought a total of 150,900 lots of 00403A 主動統一升級50 on the 5th, making it their most favored actively managed ETF of the day.
Among individual stocks, foreign investors' largest net purchase on the 5th was 緯創, at 24,000 lots, followed by 華邦電 with 22,000 lots and 台新新光金 with 13,000 lots.
Among individual stocks, foreign investors' largest net sale on the 5th was 友達, at 212,100 lots, followed by 聯電 with 81,000 lots and 彩晶 with 27,000 lots.
Fubon Life's actual TIS ratio hits 177%; 蔡明興 says transitional measures are hardly needed and may be scrapped next year
Published ・ Source Taiwan | 鉅亨網
富邦金控 Chairman 蔡明興 disclosed that 富邦人壽's actual TIS capital adequacy ratio is as high as 177%, placing it among the industry's leaders. However, regulations from the authorities allow it to disclose only the target cap of 140%. 富邦金控 is planning to formally apply next year to end the transitional measures and present the market with its actual figures.
Facts
Taiwan's insurance industry will formally adopt the new-generation solvency regime (TIS) in 2026
富邦人壽's actual capital adequacy ratio is as high as 177%, placing it among the industry's leaders
Regulations allow only the target cap of 140% to be publicly reported
The Financial Supervisory Commission offers optional transitional measures for up to 15 years
Figures disclosed by most companies using transitional measures are almost uniformly between 125% and 140%
富邦人壽 posted after-tax net profit of NT$17.25 billion in August
富邦人壽 posted cumulative after-tax net profit of NT$65.17 billion in the first 8 months
富邦金控 plans to formally apply next year to end the transitional measures
Bond sell-off fails to stop U.S. stocks from surging: Is the “bond-equity divergence” signaling the next major market quake?
Published ・ Source Taiwan | 鉅亨網
Yields on 10-year and 20-year U.S. Treasuries have surged to their highest levels since 2002, while the S&P 500 remains near a record high, creating a “bond-equity divergence” that experts warn signals rising market risks.
Facts
The S&P 500 is near a record high, with valuations approaching dangerous levels last seen before the dot-com bubble burst.
Yields on 10-year and 20-year U.S. Treasuries have risen to their highest levels since 2002.
Bond yields and prices move in opposite directions; rising yields reflect bond investors demanding higher returns.
Dimon likened market risks to “tectonic plates,” warning they could trigger a “major earthquake” in the market.
Dimon identified major risks including geopolitical conflicts, high inflation, high leverage ratios and elevated stock valuations.
The Federal Reserve is scaling back forward guidance and returning to its traditional operating model, while bond markets are pricing in rate hikes in advance.
Warren Buffett’s saying, “Investing is more about temperament than IQ,” was cited.
Brewer advised investors to build up cash, take profits and shift toward defensive sectors such as consumer staples and utilities.
Hou Weifu, chief investment officer of 星展集團, said 輝達 is valued at just 17 times forecast earnings for the next 12 months, far below 思科’s 100 times during the dot-com bubble. AI stocks are still far from a bubble, and he recommends a “barbell” allocation.
Facts
Hou Weifu, chief investment officer of 星展集團, said 輝達’s price-to-earnings ratio and forecast earnings growth of 70% next year show that AI-driven tech stocks remain a long way from bubble territory.
輝達 currently trades at 17 times forecast earnings for the next 12 months.
思科 had a price-to-earnings ratio of 100 times before the dot-com bubble burst.
In an interview with 彭博 Television, Hou Weifu said AI stocks with price-to-earnings ratios in the teens do not constitute a bubble.
Hou Weifu advocates a “barbell” allocation: put technology stocks on the growth end, use investment-grade fixed-income assets at the other end to provide stable returns, and add hedge funds and gold in between to diversify risk.
Hou Weifu said semiconductors and AI investment continue to have favorable factors supporting them.
The sixth “Tsai Wan-tsai Taiwan Contribution Award” ceremony is being held today (5).
Daniel Tsai sees Taiwan stocks on the verge of 50,000 points, saying 台積電 will clear that level in a single leap and the market could hold above it by the end of this year.
Taiwan stocks hit an intraday record high of 49,770 points today.
Taiwan stocks are seeing a healthy rotation, with large-cap stocks taking turns leading gains.
富邦金控 shares have recently pulled back to around NT$150 and consolidated.
Taiwan and South Korea are the 2 countries benefiting the most from AI infrastructure development worldwide.
Taiwan’s economic growth rate could reach about 13% this year, outperforming South Korea’s approximately 5%.
Global AI infrastructure development is only halfway complete, and many listed companies’ financial forecasts for 2027 are better than this year’s.
Revenue flash: 太子(2511) September revenue was NT$1.129 billion, up 45.89% year over year.
Published ・ Source Taiwan | 鉅亨網
太子(2511-TW) announced September 2026 revenue of NT$1.129 billion, up 45.89% year over year. Revenue for January-September totaled NT$7.554 billion, up 26.49% year over year.
Facts
太子(2511-TW) reported September 2026 revenue of NT$1.129 billion, up 45.89% year over year and 3.19% month over month.
太子(2511-TW) reported cumulative revenue of NT$7.554 billion for January-September 2026, up 26.49% year over year.
太子(2511-TW) shares recently traded at NT$8.25, down 1.31% over the past 5 days.
太子(2511-TW) reported August 2026 revenue of NT$1.094 billion, up 88% year over year and 66% month over month.
太子(2511-TW) reported June 2026 revenue of NT$1.180 billion, up 77% year over year and 74% month over month.
太子(2511-TW) reported July 2026 revenue of NT$661 million, down 16% year over year and 44% month over month.
太子(2511-TW) operates in the building materials and construction industry, focusing on contracted construction, operation and leasing or sales of public housing and commercial buildings.
Hong Kong stocks: Hang Seng Index rises 0.28% after opening lower and climbing, regains the twenty-four-thousand mark; AI hardware leads gains
Published ・ Source Taiwan | 鉅亨網
Hong Kong stocks closed higher across the board on Monday. The Hang Seng Index opened lower and climbed to finish up 0.28% at 24,040.34 points, led by AI hardware stocks. Mainland property developers and MTR came under pressure, while brokerages recommended balancing offense and defense.
Facts
恒生指數 rose 0.28%, or 68 points, on the 5th to 24,040.34 points.
恒生科技指數 closed up 0.62% at 4,183.68 points.
國企指數 edged up 0.26% to 8,051.67 points.
Turnover for the day fell to HK$98.102 billion, down sharply from HK$145.804 billion in the previous session.
建滔積層板 soared 11.94%, while 京信通信 jumped 25.81%.
佳兆業集團 plunged 12%, while 融創中國 and 龍湖集團 fell 5.60% and 3.11%, respectively.
港鐵公司 shares fell 3.41% after it reached a settlement with the government over the Hong Kong section of the high-speed rail and the Sha Tin-Central Link projects, requiring it to pay HK$2.25 billion.
Bank of Japan warns: AI profits falling short of expectations could trigger a market correction
Published ・ Source Taiwan | 鉅亨網
日本銀行 Deputy Governor Shinichi Uchida warned that the global AI boom is boosting demand and asset prices, and financial conditions have become more accommodative. However, financial markets remain at risk of a correction if companies’ AI profits fall short of market expectations. 日本銀行 has listed strong AI-related demand as one factor that could push inflation above its 2% target, and raised interest rates in June and September.
Facts
日本銀行 has listed strong AI-related demand as one factor that could push underlying inflation above its 2% target.
日本銀行 raised interest rates in June and September.
Shinichi Uchida said in a speech published on the BOJ website on Monday (5).
鴻海 September revenue reaches NT$1.15 trillion, up 25% month over month; first monthly record above NT$1 trillion
Published ・ Source Taiwan | 鉅亨網
鴻海(2317-TW) announced consolidated revenue of NT$1.15 trillion for September, marking the first time monthly revenue exceeded NT$1 trillion and setting a record for a single month. Revenue rose 25.7% month over month and 38.42% year over year. Third-quarter revenue and cumulative revenue for the first 9 months also reached record highs for the same periods. Looking ahead to the fourth quarter, AI-related business is expected to continue growing, while ICT products are entering their traditional peak season in the second half of the year. Operating performance is expected to meet market expectations.
Facts
鴻海 September consolidated revenue reached NT$1.15 trillion, a record for a single month.
鴻海 September revenue rose 25.7% month over month and 38.42% year over year.
鴻海's third-quarter revenue was NT$3.02 trillion, up 20.44% quarter over quarter and 47.12% year over year.
鴻海's revenue for the first 9 months totaled NT$7.67 trillion, up 39.53% year over year.
In U.S. dollar terms, 鴻海's September revenue rose about 27.2% month over month and about 37.4% year over year.
September growth in cloud and networking products was driven by strong demand for AI products.
鴻海 expects AI-related business to continue growing in the fourth quarter.
Covering 5G, AI and computing! 華為 and 高通 reach patent cross-licensing deal; 高通 to acquire some of 華為's U.S. patents
Published ・ Source Taiwan | 鉅亨網
華為 and 高通 announced on the 5th of this month that they had reached a broad, multi-year patent cross-licensing agreement covering 5G, computing, AI and networking, among other fields. 高通 will also acquire some of 華為's U.S. patents, subject to regulatory approval.
Facts
華為 and 高通 announced on the 5th of this month that they had reached a broad, multi-year patent cross-licensing agreement.
The agreement covers cross-licensing of patents in several technology fields, including 5G, computing, AI and networking.
高通 will buy some of 華為's U.S. patents in computing, AI, networking and other fields.
The parties' patent portfolios adhere to the principles of fairness, reasonableness and non-discrimination (FRAND).
華為 has contributed to 4G/5G standards through polar code technology.
U.S. stocks near record highs but under strain; expert likens market to a duck paddling furiously beneath the surface
Published ・ Source Taiwan | 鉅亨網
Wall Street's enthusiasm for AI has overshadowed risks such as surging interest rates, pushing U.S. stocks close to record highs. But experts have likened the market to “a duck paddling beneath the surface,” pointing to mounting potential pressures from long-term Treasury yields and AI giants' borrowing.
Facts
The Nasdaq 100 set another record high on Friday, gaining 22% so far this year.
The S&P 500 is less than 1% below the record high it set in August.
微軟, 輝達（NVIDIA） and 蘋果, among other AI giants, contributed the most to gains in the S&P 500 and Nasdaq 100 over the past three months.
Technology-sector earnings per share are forecast to grow more than 65% in the third quarter, second only to the energy sector.
Annual free cash flow has turned negative at major AI investors including Alphabet, 亞馬遜 and Meta.
Original目前標普500預估本益比不到19倍，低於5月的逾21倍
Chris Galipeau, chief market strategist at 富蘭克林坦伯頓研究院, said the discussion would change if the 10-year yield rose to 6%.
AMRO warns that major Asian economies are highly exposed to AI bubble risks
Published ・ Source Taiwan | 鉅亨網
A new AMRO report warns that major Asian economies are highly exposed to the risk of an AI bubble bursting because they are at the heart of the global AI supply chain and integrated into AI-related financial markets. A slowdown in AI demand could cut economic growth in 2027 by as much as 1.5 percentage points.
Facts
AMRO warns that major Asian economies are highly exposed to the risk of an AI bubble bursting.
ASEAN+3 economies account for two-thirds of global growth in AI-related trade.
A slowdown in AI demand could cut regional economic growth in 2027 by as much as 1.5 percentage points.
The economic impact on the region from shipping disruptions in the Strait of Hormuz is about 0.6 percentage points.
Stock markets in South Korea and other countries are heavily concentrated in AI-related industries.
Stock markets in Japan and Hong Kong are closely linked to U.S. AI and technology stocks.
A sharp correction in AI-related financial assets could spill over into the broader financial system through forced deleveraging and tighter credit conditions.
AMRO chief economist Runchana Pongsaparn said the situation has not yet reached a severe level.
DeepSeek rapidly catches up, narrowing U.S.-China AI performance gap to a record-low 3%
Published ・ Source Taiwan | 鉅亨網
According to a 彭博行業研究 report, the AI performance gap between the U.S. and China has narrowed to just 3%, a record low, as Chinese labs such as DeepSeek rapidly catch up. After DeepSeek released V4.1 Flash in September, it ranked sixth globally on LiveBench, scoring 81.1, close to Anthropic's top score of 83.4. Analyst Robert Lea said China's AI rise calls into question the effectiveness of U.S. restrictions on exports of 輝達 chips, but China's AI industry may remain unprofitable until 2030 as competition intensifies and commercialization remains difficult.
Facts
Top Chinese models trail U.S. rivals by just 3% on benchmark tests.
Original低於 5 月的約 9%
15% earlier this year.
DeepSeek's V4.1 Flash ranked sixth globally on LiveBench last month.
DeepSeek's latest LiveBench score was 81.1.
Below Anthropic's top score of 83.4.
Among the top 15 models on LiveBench,
only three are still from China.
With more than 1100 large language models flooding the domestic market,
China's AI industry may remain unprofitable until 2030.
Launched the breakthrough reasoning model R1 in 2025.
Racing heart, pounding chest? Don't mistake it for being in love! 3 self-checks to spot heart risks - Heho Health
Published ・ Source Taiwan | Heho健康
Symptoms such as a racing heart and chest tightness are often mistaken for romantic signs of falling in love. But if they occur without a clear cause, they may signal a problem with the heart or cardiovascular system. The article offers 3 self-checks to help identify potential heart risks.