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<title>AI News 180m Report｜2026-10-05 18:00–21:00 JST｜Page 3 of 3</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html</link><description>One place for news and notices from 2 countries/regions: Taiwan, 163 items from 4 sources; Japan, 105 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.</description><language>en</language>
<item><title>China Medical University Hospital and World Vision launch “Little Sun of the Grasslands” project to help Mongolia; Janine Chang joins launch</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208784</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208784</guid><pubDate>Mon, 05 Oct 2026 18:54:04 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/ahel/202610050248.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Lin Kuo-chang releases first image video, highlighting 5 visions for industrial upgrading</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208785</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208785</guid><pubDate>Mon, 05 Oct 2026 18:54:02 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aipl/202610050247.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Presidential Office National Day light show opens 10/7; Lien Yu-han narrates on democracy: “I vote every time”</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208779</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208779</guid><pubDate>Mon, 05 Oct 2026 18:52:00 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/acul/202610050246.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>民進黨 Taipei City chapter boosts ground campaign, with nearly 100 “Taipei Shun” buses taking to the roads.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208780</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208780</guid><pubDate>Mon, 05 Oct 2026 18:49:58 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aipl/202610050245.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Norway proposes banning AI glasses in certain places to prevent people from being secretly photographed, filmed or recorded.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208781</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208781</guid><pubDate>Mon, 05 Oct 2026 18:46:56 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aopl/202610050244.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>“My Sassy Girl” director discusses his filmmaking approach in Taiwan, recalls amusing moments with Jun Ji-hyun.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208782</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208782</guid><pubDate>Mon, 05 Oct 2026 18:45:53 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/amov/202610050243.aspx">中央社 CNA</source><description>2026台北電影學院與台灣大哥大「商業編劇人才養成計劃」合作舉辦「影視編劇講座」，邀請韓國導演郭在容等3名影視名家來台。郭在容以「我的野蠻女友」、「緣起不滅」為例分享編導心法，並透露與全智賢因戲服意見不合赴東大門挑衣的幕後趣事；他也提到侯孝賢「悲情城市」的場景錯位手法對其創作產生影響。</description></item>
<item><title>National Day fireworks in Taitung; county government offers free shuttle buses.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208775</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208775</guid><pubDate>Mon, 05 Oct 2026 18:42:51 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aloc/202610050242.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Lu Hsiu-yen shows off campaign essentials kit, with bandages and Green Oil at the ready.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208776</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208776</guid><pubDate>Mon, 05 Oct 2026 18:38:49 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aloc/202610050241.aspx">中央社 CNA</source><description>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.”</description></item>
<item><title>Nobel Prize in Medicine shared by 3 researchers.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208777</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208777</guid><pubDate>Mon, 05 Oct 2026 18:37:47 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aopl/202610050240.aspx">中央社 CNA</source><description>2026年諾貝爾醫學獎於斯德哥爾摩揭曉，由戴瑟羅斯、赫吉曼及內格爾3名學者共同獲獎；諾貝爾獎基金會宣布每個獎項獎金提高至1200萬瑞典克朗，約新台幣3800萬元。</description></item>
<item><title>Could Taiwan stocks break 50,000 points? Tsai Ming-hsing: “台積電 just needs to jump once and it’ll get there.”</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208760</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208760</guid><pubDate>Mon, 05 Oct 2026 18:36:45 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050239.aspx">中央社 CNA</source><description>台股盤中衝上49770點創新高，台積電收2575元寫歷史紀錄。富邦金董事長蔡明興認為年底前攻上5萬點一定有機會，「台積電跳一下就過去了」，並看好AI基礎建設繼續發展。蔡明興指出台灣今年經濟成長預估約13%，富邦人壽實際資本適足率達177%，但目前揭露上限僅140%。</description></item>
<item><title>President Lai hopes Taiwan and Eswatini will support each other and contribute to world peace and development.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208758</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208758</guid><pubDate>Mon, 05 Oct 2026 18:33:43 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aipl/202610050238.aspx">中央社 CNA</source><description>總統賴清德5日接受史瓦帝尼王國新任駐台大使庫涅內呈遞到任國書，期盼台史相互支持，共同為世界和平與永續發展貢獻力量。今年適逢台史建交58週年，賴總統提及5月曾率團赴史國進行國是訪問，並在榮邦計畫架構下持續推動台灣產業創新園區等計畫，深化雙方在農業、醫療、教育、經貿及科技等領域合作。庫涅內也感謝台灣協助史國電力普及，並表示史國將持續支持台灣有意義參與國際組織。</description></item>
<item><title>Taiwan and Japan stocks rise more than 2%, while Hong Kong shares remain relatively weak.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208756</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208756</guid><pubDate>Mon, 05 Oct 2026 18:28:40 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/acn/202610050237.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Medical community backs drug harm-reduction policies; Lo Yi-chun encourages people bravely pursuing recovery.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208745</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208745</guid><pubDate>Mon, 05 Oct 2026 18:22:38 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/ahel/202610050236.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>July-August uniform invoice prize list: 10-yuan Uber processing fee and milk tea win millions.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208746</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208746</guid><pubDate>Mon, 05 Oct 2026 18:21:36 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/ahel/202610050235.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Chongqing motorcycle photo tours using “walk-in sign-ups” flagged by CCTV for hidden risks; authorities summon operators</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208747</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208747</guid><pubDate>Mon, 05 Oct 2026 18:21:34 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/acn/202610050234.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Coast Guard seizes more than NT$1.6 billion worth of drugs; Cho Jung-tai praises Yunlin vessel for defending sovereignty</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208743</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208743</guid><pubDate>Mon, 05 Oct 2026 18:17:32 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/asoc/202610050233.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Egypt helps address Iran issue; US approves $320 million in military aid</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208739</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208739</guid><pubDate>Mon, 05 Oct 2026 18:11:15 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aopl/202610050225.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208740</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208740</guid><pubDate>Mon, 05 Oct 2026 18:11:07 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050221.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>China Airlines adopts woodland in Nanzhuang, Miaoli; forest absorbs 236 metric tons of carbon dioxide annually</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208741</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208741</guid><pubDate>Mon, 05 Oct 2026 18:11:03 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/ahel/202610050219.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Spain faces housing crisis; prime minister calls early election for Nov. 29</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208696</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208696</guid><pubDate>Mon, 05 Oct 2026 18:11:01 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aopl/202610050218.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Chou Chieh-yu wins gold again at the 9-ball world championship; Wei Tzu-chien takes bronze [Video]</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208694</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208694</guid><pubDate>Mon, 05 Oct 2026 18:09:11 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aspt/202610055002.aspx">中央社 CNA</source><description>台灣撞球女將周婕妤在2026年世界女子花式撞球錦標賽9號球項目，以3比1擊敗尋求衛冕的韓國選手徐序亞奪金，這是她繼2023年後再度封后，加上2022年10號球冠軍，生涯9號球世錦賽金盃累積2座，追平「撞球天后」柳信美紀錄；台灣另一好手、世界排名第3的魏子茜於4強賽不敵徐序亞，收穫銅牌。</description></item>
<item><title>大立光9月營收57.79億元月增15% 估10月動能相當</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208697</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208697</guid><pubDate>Mon, 05 Oct 2026 18:07:59 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050217.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>President Lai’s son surveilled by Chinese woman; Foreign Ministry calls for international condemnation of transnational repression</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208698</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208698</guid><pubDate>Mon, 05 Oct 2026 18:07:57 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aipl/202610050216.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>南亞科9月營收攀高 信驊、創意連數月寫新猷</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208699</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208699</guid><pubDate>Mon, 05 Oct 2026 18:05:00 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050215.aspx">中央社 CNA</source><description>南亞科9月合併營收450.91億元創新高，連3個月突破400億元，第3季營收1336.49億元同創單季新高；伺服器管理晶片廠信驊9月營收16.36億元，連8個月突破10億元，並與日月光半導體簽2年採購合約；IC設計服務廠創意9月營收71.45億元，連4個月創新高，AI推論需求驅動ASIC出貨成長。</description></item>
<item><title>Research firm: TV panel prices flat in October as costs are reflected, but demand falls</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208692</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208692</guid><pubDate>Mon, 05 Oct 2026 18:00:50 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050214.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Taipei leads with 24.76% elderly population; Realtors say aging people and housing pose challenges for property market</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208559</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208559</guid><pubDate>Mon, 05 Oct 2026 17:55:48 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/afe/202610050213.aspx">中央社 CNA</source><description>住商機構盤整內政部資料指出，全台8月65歲以上人口占比20.62%，台北市以24.76%居全台最高，呈現「人屋雙老」現象；房仲認為高齡化將改變住宅需求，台北市對電梯型與醫療資源周邊產品需求將大增，新竹縣市則因科技產業吸引青壯家庭移入，0至14歲人口占比居全台前二名。</description></item>
<item><title>French high school students protest amid budget squeeze; analysts warn debt crisis may already have begun</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208560</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208560</guid><pubDate>Mon, 05 Oct 2026 17:55:46 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aopl/202610050212.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>Wang Mei-hui advances home safety policies for older adults; Chang Chi-kai calls for improvements to senior benefits card</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208561</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208561</guid><pubDate>Mon, 05 Oct 2026 17:55:44 +0900</pubDate><category>Taiwan</category><source url="https://www.cna.com.tw/news/aloc/202610050211.aspx">中央社 CNA</source><description>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.</description></item>
<item><title>AES-KY 9月營收17.6億元月年雙增 連四月創新高</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209106</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209106</guid><pubDate>Mon, 05 Oct 2026 20:04:06 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621846">鉅亨網</source><description>電池模組廠AES-KY（6781-TW）公布9月營收17.6億元，月年雙增且連四個月創單月新高，第三季及前9月累計營收亦同步走強，主要受惠AI帶動BBU與HVDC電源機櫃架構需求。</description></item>
<item><title>TrendForce: TV panel prices expected to remain flat across the board in October; monitor demand to fall 8% quarter on quarter</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209107</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209107</guid><pubDate>Mon, 05 Oct 2026 20:03:27 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621855">鉅亨網</source><description>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.</description></item>
<item><title>Revenue flash: 南亞科 (2408) September revenue reaches 45.091 billion yuan, up 576.62% year on year</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209108</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209108</guid><pubDate>Mon, 05 Oct 2026 19:50:26 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621909">鉅亨網</source><description>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.</description></item>
<item><title>Revenue flash: 華邦電 (2344) September revenue reaches 28.249 billion yuan, up 256.67% year on year</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209109</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209109</guid><pubDate>Mon, 05 Oct 2026 19:50:25 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621907">鉅亨網</source><description>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.</description></item>
<item><title>Revenue flash: Foxconn (2317) September revenue reaches 1.16 trillion yuan, up 38.42% year on year</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209110</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209110</guid><pubDate>Mon, 05 Oct 2026 19:50:24 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621906">鉅亨網</source><description>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.</description></item>
<item><title>Revenue flash: 鴻華先進-創 (2258) September revenue reaches 1.069 billion yuan, up 341.1% year on year</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209111</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209111</guid><pubDate>Mon, 05 Oct 2026 19:50:22 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621905">鉅亨網</source><description>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.</description></item>
<item><title>Weak employment data offset yield pressures; Bitcoin briefly neared $87,000</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209112</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209112</guid><pubDate>Mon, 05 Oct 2026 19:50:03 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621835">鉅亨網</source><description>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.</description></item>
<item><title>大立光 September revenue rose 15.31% month on month to NT$5.779 billion, as the market remains in peak restocking season</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209113</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209113</guid><pubDate>Mon, 05 Oct 2026 19:22:05 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621857">鉅亨網</source><description>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.</description></item>
<item><title>2026 Nobel Prize in Physiology or Medicine goes to three American and German scientists for achievements in optogenetics</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209114</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209114</guid><pubDate>Mon, 05 Oct 2026 19:20:03 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621833">鉅亨網</source><description>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.</description></item>
<item><title>The Ministry of Digital Affairs' cybersecurity institute is strengthening AI cybersecurity defenses and building national cybersecurity protection that is “fast, broad, and deep”</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209115</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209115</guid><pubDate>Mon, 05 Oct 2026 19:07:26 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621843">鉅亨網</source><description>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.</description></item>
<item><title>群電 September revenue fell 21% year on year as notebook power demand eased while non-notebook demand held steady</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208786</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208786</guid><pubDate>Mon, 05 Oct 2026 19:02:03 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621816">鉅亨網</source><description>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.</description></item>
<item><title>華通 September and Q3 revenue hit record highs; Q4 operations expected to grow strongly</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208787</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208787</guid><pubDate>Mon, 05 Oct 2026 18:59:24 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621815">鉅亨網</source><description>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.</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208788</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208788</guid><pubDate>Mon, 05 Oct 2026 18:56:31 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621796">鉅亨網</source><description>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.</description></item>
<item><title>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?</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208789</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208789</guid><pubDate>Mon, 05 Oct 2026 18:54:09 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621834">鉅亨網</source><description>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.</description></item>
<item><title>&lt;Taiwan dollar&gt; 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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208790</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208790</guid><pubDate>Mon, 05 Oct 2026 18:50:23 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621800">鉅亨網</source><description>聯準會升息預期轉弱，5日台股飆漲1236點，新台幣升值4.2分收31.788元。美國9月非農就業遠低於預期，市場對10月底升息1碼機率降至22.7%。</description></item>
<item><title>【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!</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208791</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208791</guid><pubDate>Mon, 05 Oct 2026 18:41:34 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621812">鉅亨網</source><description>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.</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208792</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208792</guid><pubDate>Mon, 05 Oct 2026 18:38:53 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621811">鉅亨網</source><description>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.</description></item>
<item><title>GIS-KY September revenue rises both month over month and year over year to NT$6.16 billion; company steps up expansion into optical communications</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208793</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208793</guid><pubDate>Mon, 05 Oct 2026 18:33:50 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621744">鉅亨網</source><description>觸控面板模組廠GIS-KY(6456-TW)公布9月營收61.6億元，月增近五成、年增30.8%，並宣布積極布局光通訊雷射光源封裝與測試，最快今年第四季出貨。</description></item>
<item><title>Missed the ride? 金像電⊕、金居⊕、大立光、宏齊⊕</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208794</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208794</guid><pubDate>Mon, 05 Oct 2026 18:33:33 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621802">鉅亨網</source><description>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.</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208795</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208795</guid><pubDate>Mon, 05 Oct 2026 18:30:04 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621736">鉅亨網</source><description>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.</description></item>
<item><title>〈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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208796</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208796</guid><pubDate>Mon, 05 Oct 2026 18:28:48 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621748">鉅亨網</source><description>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.</description></item>
<item><title>叩關5萬點創高還能買？ 鉅亨買基金：前3季績效翻倍基金 9成由台股包辦</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208797</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208797</guid><pubDate>Mon, 05 Oct 2026 18:27:17 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621743">鉅亨網</source><description>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%.</description></item>
<item><title>一詮9月營收7.8億元創歷史新高 均熱片營收占比逼近5成</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208798</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208798</guid><pubDate>Mon, 05 Oct 2026 18:23:52 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621733">鉅亨網</source><description>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%.</description></item>
<item><title>〈Real Estate〉 Wave of presale home cancellations: Xitun and Annan districts each top 300 cases, ranking first and second</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208799</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208799</guid><pubDate>Mon, 05 Oct 2026 18:17:24 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621731">鉅亨網</source><description>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.</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208800</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208800</guid><pubDate>Mon, 05 Oct 2026 18:15:26 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621785">鉅亨網</source><description>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.</description></item>
<item><title>Fubon Life's actual TIS ratio hits 177%; 蔡明興 says transitional measures are hardly needed and may be scrapped next year</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208801</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208801</guid><pubDate>Mon, 05 Oct 2026 18:12:55 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621792">鉅亨網</source><description>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.</description></item>
<item><title>Bond sell-off fails to stop U.S. stocks from surging: Is the “bond-equity divergence” signaling the next major market quake?</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208802</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208802</guid><pubDate>Mon, 05 Oct 2026 18:10:04 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621666">鉅亨網</source><description>Yields on 10-year and 20-year U.S. Treasuries have surged to their highest levels since 2002, while the S&amp;P 500 remains near a record high, creating a “bond-equity divergence” that experts warn signals rising market risks.</description></item>
<item><title>輝達本益比僅17倍 星展：AI離泡沫還遠</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208562</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208562</guid><pubDate>Mon, 05 Oct 2026 18:00:07 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621712">鉅亨網</source><description>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.</description></item>
<item><title>The AI boom is only halfway through! Daniel Tsai sees Taiwan stocks reaching 50,000 points: “台積電 will clear it in a single leap”</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208563</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208563</guid><pubDate>Mon, 05 Oct 2026 17:59:36 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621760">鉅亨網</source><description>富邦金控董事長蔡明興於第六屆「蔡萬才台灣貢獻獎」頒獎典禮後指出，台股5萬點近在咫尺，今年底前可望站穩，且全球AI基礎建設才走到半路，台灣與韓國是最大受惠國。</description></item>
<item><title>Revenue flash: 太子(2511) September revenue was NT$1.129 billion, up 45.89% year over year.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208564</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208564</guid><pubDate>Mon, 05 Oct 2026 17:50:13 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621781">鉅亨網</source><description>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.</description></item>
<item><title>Don’t just watch the 50,000 mark! These AI subsectors are the ones poised to soar.</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208565</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208565</guid><pubDate>Mon, 05 Oct 2026 17:47:22 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621759">鉅亨網</source><description>台股期貨盤中一度攻上50,097點，雖然尚未站穩5萬大關，但期貨正價差擴大與技術面多頭排列，顯示市場風險偏好回升。隨著非農數據降溫、10月升息預期修正，加上美光財報與即將登場的台積電法說會，AI基礎建設需求成為第四季多頭主軸。台積電憑藉2奈米與A14先進製程優勢提供權值股穩定度，聯發科搭配ASIC族群（創意、世芯）提供成長彈性；中小型股則聚焦PCB、銅箔、載板、設備、CPO與交換器等AI供應鏈，包括金居、華新科、臻鼎、欣興、金像電、智邦、嘉澤、萬潤等個股。</description></item>
<item><title>Hong Kong stocks: Hang Seng Index rises 0.28% after opening lower and climbing, regains the twenty-four-thousand mark; AI hardware leads gains</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208566</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208566</guid><pubDate>Mon, 05 Oct 2026 17:41:10 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621740">鉅亨網</source><description>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.</description></item>
<item><title>Bank of Japan warns: AI profits falling short of expectations could trigger a market correction</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208567</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208567</guid><pubDate>Mon, 05 Oct 2026 17:40:07 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621637">鉅亨網</source><description>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.</description></item>
<item><title>鴻海 September revenue reaches NT$1.15 trillion, up 25% month over month; first monthly record above NT$1 trillion</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208568</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208568</guid><pubDate>Mon, 05 Oct 2026 17:30:10 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621750">鉅亨網</source><description>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.</description></item>
<item><title>手機應用出貨增 晶技9月營收14.15億元年增14.6% Q3達41.96億元登頂</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208569</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208569</guid><pubDate>Mon, 05 Oct 2026 17:21:32 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621714">鉅亨網</source><description>晶技（3042-TW）公告9月營收14.15億元年增14.6%，第三季營收41.96億元年增20.16%改寫單季新高，AI與車用應用合計占比達44%，全年營收估達157億元創歷史新高。</description></item>
<item><title>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</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208570</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208570</guid><pubDate>Mon, 05 Oct 2026 17:10:06 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621716">鉅亨網</source><description>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.</description></item>
<item><title>U.S. stocks near record highs but under strain; expert likens market to a duck paddling furiously beneath the surface</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208572</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208572</guid><pubDate>Mon, 05 Oct 2026 17:10:05 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621433">鉅亨網</source><description>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.</description></item>
<item><title>AMRO warns that major Asian economies are highly exposed to AI bubble risks</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208571</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208571</guid><pubDate>Mon, 05 Oct 2026 17:10:05 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621675">鉅亨網</source><description>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.</description></item>
<item><title>DeepSeek rapidly catches up, narrowing U.S.-China AI performance gap to a record-low 3%</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208573</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3208573</guid><pubDate>Mon, 05 Oct 2026 17:09:48 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6621411">鉅亨網</source><description>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.</description></item>
<item><title>Racing heart, pounding chest? Don't mistake it for being in love! 3 self-checks to spot heart risks - Heho Health</title><link>https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209027</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20261005-18/index-en-p3.html#n3209027</guid><pubDate>Mon, 05 Oct 2026 17:59:41 +0900</pubDate><category>Taiwan</category><source url="https://heho.com.tw/archives/387777">Heho健康</source><description>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.</description></item>
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