Koo Li-hsiung: We respect the U.S. arms sales review process; no information received on phased deliveries
Published ・ Source Taiwan | 中央社 CNA
Defense Minister Koo Li-hsiung told the Legislative Yuan on the 6th that the U.S. commitment to helping Taiwan strengthen its self-defense capabilities has not changed, and that Taiwan will respect the U.S. arms sales review process. No information has been received so far about the $14 billion in U.S. arms sales to Taiwan being delivered in phases. He also confirmed that Taiwan-U.S. defense exchanges are growing closer and that the U.S. will dispatch experts to be stationed at the Ministry of National Defense for an extended period.
Facts
When will the $14 billion U.S. arms sales package to Taiwan be approved?
Reports say U.S. President Donald Trump will decide soon whether to approve $14 billion in arms sales to Taiwan
Reports say Ren Zhiqiang has prostate cancer and is not receiving appropriate medical care
Published ・ Source Taiwan | 中央社 CNA
Akio Yaita, citing people familiar with the matter, reported that Chinese property developer Ren Zhiqiang, 75, who was sentenced to 18 years in prison for criticizing Xi Jinping, was found to have a suspected case of prostate cancer while serving his sentence in a Beijing prison. His condition has clearly worsened, but he has not received appropriate medical care. He is weak and gets up to use the bathroom more than ten times every night.
Facts
75-year-old Chinese property developer Ren Zhiqiang
Sentenced to 18 years in prison
Gets up to use the bathroom more than ten times every night
In 2020, Ren Zhiqiang lost his freedom after writing a sharply critical article about China's political system and Xi Jinping
Hong Kong gang members suspected of cross-border assault on Akio Yaita; 1 man indicted, 4 accomplices on the run and wanted
Published ・ Source Taiwan | 中央社 CNA
Five Hong Kong gang members, including Liao Gangfa, formed a cross-border assault group and beat Akio Yaita, executive director of 印太戰略智庫, at 永豐棧酒店 in Taichung on July 6 this year. The Taichung District Prosecutors Office indicted Liao on the 6th under the Organized Crime Prevention Act and other offenses, and asked the court to impose a heavy sentence of 5 years in prison. The 4 other accomplices, surnamed Wu, Feng, Kwong and Wang, have fled the country one after another and are wanted. Prosecutors are continuing to investigate the alleged mastermind, who goes by the name “Chen Weihao,” and whether there were accomplices in Taiwan.
Facts
4 defendants, including those surnamed Wu
Original每毆打1拳收取港幣3000元至5000元
About NT$12,000 to NT$20,000
Would pay HK$100,000
About NT$400,000-plus
Asked the court to impose a heavy sentence of 5 years in prison
At 11:38 a.m. on July 6, Liao Gangfa punched Akio Yaita in the face with his bare hands in the lobby on the 1st floor of 永豐棧酒店
台積電 and 聯發科 pull back; Taiwan stocks turn lower intraday as the 50,000-point mark looms
Published ・ Source Taiwan | 中央社 CNA
The Nasdaq hit a record high, and Taiwan stocks opened higher this morning, touching an intraday record of 49968.92 points before fluctuating and turning lower, with the 50,000-point mark looming. 台積電, the market heavyweight, touched a record NT$2,590 early in the session before holding at the flat level of NT$2,575. 聯發科 fell more than 4%, and Taiwan stocks fluctuated by more than 408 points intraday. At 10:23, the weighted index stood at 49618.87 points, down 93.17 points.
Facts
Set another intraday record
Fluctuated by more than 408 points
At 10:23, the weighted index stood at 49618.87 points
Down 93.17 points
A decline of 0.19%
Original成交值放大至新台幣5232.81億元
The electronics index fell 0.34%
The financial index surged 0.96%
The OTC index fluctuated and edged down 0.07%
Market heavyweight 台積電 touched a new intraday record of NT$2,590 early in the session
NT$420 million laundered overseas in 1 year; Tainan police refer 36 people, including gang leader, for prosecution
Published ・ Source Taiwan | 中央社 CNA
Tainan City Police uncovered an international money-laundering ring and arrested 36 people, including a gang leader. Over the past 1 year, the group laundered NT$420 million through 29 shell companies, transferring the money to China, Thailand, Singapore, Macau and Hong Kong. The case was referred to the New Taipei and Kaohsiung district prosecutors offices for investigation on suspicion of fraud, money laundering and other offenses.
Facts
A total of NT$420 million laundered overseas
A total of 29 shell companies were set up in Taipei, New Taipei, Taoyuan, Taichung and Kaohsiung
Items seized included NT$510,000, mobile phones, tablet computers, computer towers and safes
Funds from 58 fraud victims and online gambling were deposited into the accounts
Police launched 3 rounds of searches starting in March this year
55-year-old man surnamed Dai, a gang leader
31-year-old son
53-year-old accountant surnamed Zeng
A total of NT$420 million was laundered between 113 and 114
Zheng Chaofang unveils arts and culture policy, aiming to build cultural brands across Hsinchu County's 13 townships and cities
Published ・ Source Taiwan | 中央社 CNA
Zheng Chaofang, the 民進黨 candidate for Hsinchu County commissioner, unveiled his arts and culture policy proposals on the 6th, pledging that if elected, he would extend to the entire county the experience of integrating public construction projects in Zhubei with cultural curation. Through international performances and the revitalization of old buildings and historic sites, he aims to create “one cultural brand for each township and city” across Hsinchu County's 13 townships and cities, while developing digital and humanistic arts by drawing on Hsinchu's strengths in the technology industry.
Facts
Build arts and culture brands across 13 townships and cities
AIT: U.S. Senator Bennet's Taiwan visit highlights strengthening U.S.-Taiwan partnership
Published ・ Source Taiwan | 中央社 CNA
美國在台協會（AIT） announced that federal Senator 班奈特（Michael Bennet） will visit Taiwan from the 6th to the 8th and meet with senior Taiwanese leaders to discuss U.S.-Taiwan relations, regional security and other issues. The visit highlights the United States' commitment to strengthening its partnership with Taiwan and reaffirms the shared resolve of the United States and Taiwan to strengthen a free and open Indo-Pacific.
Facts
班奈特（Michael Bennet） to visit Taiwan from the 6th to the 8th
Bennet has represented Colorado in the U.S. Senate since 2009
Former Democratic Party vice chair Tik Chi-yuen wrote in 明報 that Hong Kong's development must not come at the expense of freedom and openness, stressing that safeguarding national security must not leave society in a state of heightened vigilance for the long term. The 民主黨 formally dissolved and went into liquidation last December.
Facts
Nearly 1 year after the 民主黨 formally dissolved in Hong Kong
In 2015, Tik Chi-yuen had political disagreements with the 民主黨 and announced he was leaving the party
In 2021, Tik Chi-yuen ran in the Legislative Council election and was elected
In 2025, Tik Chi-yuen gave up his bid for reelection
But after the 2019 social unrest (the anti-extradition movement)
The party officially dissolved and went into liquidation last December
儒億 begins OTC trading at NT$24 per share; shares firm but fluctuate in early trading
Published ・ Source Taiwan | 中央社 CNA
Auto parts supplier 儒億 began OTC trading today at NT$24 per share. Shares hit a high of NT$25.8 in early trading, up 7.5%, before fluctuating to NT$25.1. 儒億 said it has developed the capability to manufacture adaptive front-lighting systems (AFS) and adaptive driving beams (ADB), and has partnered with international automotive lighting manufacturer 斯坦雷 on technology. Its self-reported consolidated revenue for the first 8 months of this year was NT$1.446 billion, up 14.79% year over year. Net profit after tax for the first half was NT$97.55 million, up nearly 1.5 times year over year.
Facts
儒億 began OTC trading today at NT$24 per share
Shares hit a high of NT$25.8 in early trading
Gained 7.5%
To NT$25.1
Gained 4.58%
In 2012, it formed a joint venture, AJI, with Indonesia's PT Astra Otoparts group
It manufactures automotive lights in Indonesia through its 50% equity stake
儒億's self-reported consolidated revenue for the first 8 months of this year was NT$1.446 billion
Up 14.79% year over year
Net profit after tax for the first half was NT$97.55 million
Nearly 1.5 times higher year on year
Cumulative earnings per share for the first half were NT$2.23
Protests at French schools worsen; teenager loses left hand to stun grenade
Published ・ Source Taiwan | 中央社 CNA
French students staged two consecutive waves of protests over inadequate educational resources. A 15-year-old boy lost his left hand and part of his forearm after picking up a “sting-ball grenade” during a protest. The French Human Rights League (LDH) accused police of using excessive force, including batons, tear gas and flash grenades against minors. The government, meanwhile, accused the far-left La France Insoumise (LFI) of inciting student protests. Around 400 to 500 high schools across the country were closed or partially closed, and the protests have spread from poor suburbs of Paris nationwide.
Facts
A 15-year-old boy in the northern French city of Lens
Around 200 to 250 protesters threw objects at police
One case involved a 16-year-old boy
Around 400 to 500 high schools were closed or partially closed
Since late September, French high school students have held a series of demonstrations demanding improvements to the educational environment
Companies mentioned：北方之聲 (La Voix du Nord)、法國人權聯盟 (LDH)、國民聯盟 (National Rally)、不屈法國 (LFI)、CNews、中央社 (CNA)、法新社 (AFP)、路透社 (Reuters)
Euro falls to 17-month low against dollar as French bond selloff deepens market concerns
Published ・ Source Taiwan | 中央社 CNA
The euro fell to a 17-month low against the dollar amid a selloff in French government bonds and rising oil prices. It fell as much as 0.8% intraday to 1 euro per 1.116 dollars, and is down 4.5% so far this year. The yield on France's 10-year government bonds approached 5%, the biggest increase among the Group of Seven industrialized nations, prompting concern about deteriorating financial conditions in the eurozone and a sovereign debt crisis. Traders also scaled back expectations for European Central Bank rate hikes, anticipating just two more increases.
Facts
In early London trading, the euro fell as much as 0.8% to 1 euro per 1.116 dollars
It later recovered to 1.121 dollars
The euro has fallen 4.5% against the dollar so far this year
The 10-year government bond yield at one point approached 5%
It climbed steadily from 3.2% at the end of February
It eased to 4.86%, unchanged from the previous trading day
The ECB is expected to raise rates only from the current benchmark rate of 2.5%
By 0.25 percentage points each time
One fewer than the 3 increases expected 2 weeks ago
The euro also plunged 1.6% against the Swiss franc this month
To 1 euro per 0.932 Swiss francs
The euro fell to a 17-month low against the dollar today
Work by surrealist master Dalí stolen in France; official says loss is immeasurable
Published ・ Source Taiwan | 中央社 CNA
A bronze cover for “The Book of Revelation,” handcrafted by Spanish surrealist painter Salvador Dalí, was stolen from a contemporary art center in the central French town of Issoire. The book cover weighs 150 kilograms, while the entire work weighs 210 kilograms, and is set with gold, gemstones and shells. Prosecutors said the work was “extremely valuable.” The town's mayor, Barou, described the loss as “immeasurable” and said art thefts have recently been reported at museums across France.
Three fires break out in Taichung's Daya District before dawn; police track suspect
Published ・ Source Taiwan | 中央社 CNA
Three fires broke out in succession in Taichung's Daya District in the early hours of the 6th, damaging gold-paper cabinets at two temples and a passenger car. No one was injured. After reviewing surveillance footage, police identified a male suspect and are continuing their investigation and efforts to apprehend him. The case will be handled as a suspected public endangerment offense under the Criminal Code.
Facts
Three fires broke out in the early hours today
Police received 110 reports at 1:46 a.m., 1:56 a.m. and 2:26 a.m. on the 6th
The fires were extinguished at around 3 a.m.
One passenger car and gold-paper cabinets at two locations were damaged by fire
8 Chinese military vessels and 8 government ships near Taiwan; 國軍 keeps close watch
Published ・ Source Taiwan | 中央社 CNA
國防部 released details of Chinese military aircraft and vessel activity, reporting that from 6 a.m. yesterday to 6 a.m. today, 8 Chinese military vessels and 8 government ships were active around the Taiwan Strait. No Chinese military aircraft were detected during that period. 國軍 deployed aircraft and vessels on duty, as well as shore-based missile systems, to monitor and respond closely.
Facts
8 Chinese military vessels detected
8 government vessels
No Chinese military aircraft were detected during the period
台積電 sets new record at NT$2,590; Taiwan stocks hit 49,968 in early trading, nearing 50,000
Published ・ Source Taiwan | 中央社 CNA
Fueled by a record high in the Nasdaq index, 台積電 ADR surged 2.75% to a new high, while Taiwan index futures broke above 50,000 in overnight trading. Taiwan stocks hit an early-session high of 49,968.92 on the 6th, nearing the 50,000 mark. Market heavyweight 台積電 also set a new record early in the session at NT$2,590, up NT$15, or 0.58%. Among other major stocks, 聯發科 fell 2%, 台達電 surged more than 5%, 鴻海 rose more than 3.7%, 南亞科 edged up, 國巨 gained more than 1.2%, and 聯電 fell nearly 3%. Analysts said 輝達's market capitalization hit a record, while 台積電 ADR and the weighted index both set new highs with rising prices and volume, indicating strong technical momentum and bullish control of the market.
Facts
Market heavyweight 台積電 sets another record early in the session at NT$2,590
宗泰東大門 bus shelter in Hualien retires after completing its mission and returns to its original home
Published ・ Source Taiwan | 中央社 CNA
In response to changes to the 301 bus route, the Hualien County Government will move the hand-painted bus shelter at Dongdamen Night Market, sponsored by 宗泰集團, back to the Amis Millet Culture Museum. Its mission has come to an end, with removal and relocation scheduled for Oct. 5 to 8.
Facts
The 301 route, which formerly passed Dongdamen Night Market, now runs past the entrance to the Railway Culture Park
Established in 2020, this hand-painted shelter was Hualien's first bus shelter sponsored by a company to provide a welcoming environment
Repairs to the advertising wall in front of the Taipower electrical cabinet were completed on Sept. 17
The bus shelter will be removed and relocated from Oct. 5 to 8
Vietnam PM: Q4 growth must reach 12.5%; pressure mounts to achieve double-digit annual GDP growth
Published ・ Source Taiwan | 中央社 CNA
Vietnamese Prime Minister Le Minh Hung said the economy must grow by more than 12.5% in Q4 to meet the target of double-digit GDP growth for the full year. Although growth totaled 9.01% in the first 9 months, a 15-year high, Q3 growth reached 9.95% and the industrial production index rose 12.2%, the fastest rate in Southeast Asia. International institutions including the Asian Development Bank, the IMF and 渣打銀行 have successively upgraded their forecasts. However, risks including surging global oil prices, geopolitical tensions and trade uncertainty mean the year-end target remains a major challenge. The government has introduced measures including accelerating public investment, stimulating domestic demand and cutting taxes for small and medium-sized businesses.
Facts
Vietnam's Q4 economic growth must exceed 12.5%
About 4.1 percentage points higher than the same period last year
Growth totaled 9.01% in the first 9 months
Vietnam's Q3 economic growth reached 9.95%
Vietnam's industrial production index (IIP) grew 12.2% in the first 9 months
The highest level since 2011
亞洲開發銀行 raised its July forecast from 7.2% to 7.8% at the end of September
Raised its economic growth forecast by 0.7 percentage points to 8.2%
渣打銀行 is more optimistic, forecasting GDP growth of 9.5%
Growth in the second half of the year is expected to reach 10.6%
Businesses with annual revenue of no more than 10 billion Vietnamese dong (about NT$12.21 million)
To combat AI deepfakes, Italian PM Meloni registers voice trademark with EU
Published ・ Source Taiwan | 中央社 CNA
Italian Prime Minister Giorgia Meloni applied to the European Union Intellectual Property Office (EUIPO) on the 5th for a voice trademark to guard against the misuse of AI deepfake technology, submitting a 4-second audio clip saying, “I am Giorgia Meloni.” Italy passed an AI framework law in September 2025, making deepfakes a crime punishable by up to 5 years in prison.
Facts
Includes a remarkably clear audio clip just 4 seconds long
Would grant the exclusive right to use a particular voice in 27 EU member states
This is also the title of her 2021 autobiography
5 years ago, when Meloni was still leader of 義大利兄弟黨
Italy passed its Artificial Intelligence Framework Law in September 2025
Punishable by 1 to 5 years in prison
Companies mentioned：歐盟智慧財產局 (EUIPO)、義大利晚郵報 (Corriere della Sera)、安莎通訊社 (ANSA)、義大利兄弟黨、國家未來黨 (Futuro Nazionale)、中央社
New Taipei's Shimen records low of 19.2 degrees before dawn; Wu Der-rong: average low across Taiwan could reach 16 degrees from the 7th to the 9th
Published ・ Source Taiwan | 中央社 CNA
Shimen in New Taipei recorded a low of 19.2 degrees before dawn today. Weather expert Wu Der-rong said radiative cooling could bring lows across Taiwan's plains down to 16 degrees from the 7th to the 9th. Typhoon Caiyun, the 26th storm; Typhoon Noul, the 27th; and Tropical Storm Xiaoxiong, the 28th, currently pose no threat to Taiwan.
Facts
Low of 19.2 degrees Celsius on the plains of Shimen, New Taipei
19.7 degrees in Yangmei District, Taoyuan City
19.8 degrees in Nangang District, Taipei City
The lowest temperature on Taiwan's plains could fall to 16 degrees
The Taipei weather station could see temperatures fall to around 20 degrees
Rush-hour crash: 3 vehicles collide on southbound National Highway 1 in Taoyuan
Published ・ Source Taiwan | 中央社 CNA
A crash involving 3 cars occurred at 7:58 a.m. today on the Taoyuan section of southbound National Highway 1 at the 50.4-kilometer mark, blocking the inside lane. The cause is still under investigation. Police urged commuters to take care during the rush hour.
Facts
Taoyuan section of southbound National Highway 1 at the 50.4-kilometer mark
A crash involving 3 cars occurred at 7:58 a.m. today
Milan representative office hosts National Day reception; Italian Senate deputy speaker hopes to deepen Taiwan-Italy cooperation
Published ・ Source Taiwan | 中央社 CNA
The Taipei Representative Office in Milan held a National Day reception attended by Italian Senate Deputy Speaker Gian Marco Centinaio and nearly 100 guests. Representative Lin Tsan-nan said he hoped to deepen Taiwan-Italy cooperation in culture, technology and industry, and jointly build a secure and resilient global supply chain.
Facts
Italian Senate Deputy Speaker Gian Marco Centinaio and nearly 100 guests, including local officials, attended
He also led a cross-party delegation of 10 lawmakers
Russia plays down plague concerns; Trump says U.S. willing to help
Published ・ Source Taiwan | 中央社 CNA
After Russian media reported that a 28-year-old female technician at a Siberian disease-prevention research institute had died of suspected pneumonic plague, Russian authorities sought to play down concerns, saying she died of pneumonia of unknown cause and that the situation was stable. U.S. President Donald Trump said Washington was monitoring the situation closely and willing to help. Secretary of State Marco Rubio also said there was currently no reason to issue an alert, while experts said Russia's measures to isolate contacts were reasonable.
Facts
28-year-old Darya Shipilova dies after contracting pneumonic plague
As many as 200 people who may have had contact with her were placed in isolation
Russian media reported the news on the 2nd of this month
Companies mentioned：俄羅斯聯邦消費者權益保護暨福利監督署 (Rospotrebnadzor)、白宮、克里姆林宮、世界衛生組織 (WHO)、倫敦帝國學院 (Imperial College London)、伊爾庫次克州防疫研究所、貝加爾人 (People of Baikal)、美國國務院
麥當勞 faces class-action lawsuit accused of using AI to manipulate meal prices
Published ・ Source Taiwan | 中央社 CNA
麥當勞 faces a nationwide class-action lawsuit in federal court in Chicago, accused of conspiring with independent franchisees to manipulate meal prices using an AI pricing system, in violation of antitrust law. Citing a 路透社 report, the complaint says 麥當勞 used machine-learning algorithms to analyze millions of daily transactions at nearly 14,000 locations across the United States. 麥當勞 denied the allegations, stressing that AI did not determine menu prices and that franchisees set their own prices.
Facts
Continued analyzing data from millions of daily transactions at nearly 14,000 locations across the United States
Data from millions of daily transactions at nearly 14,000 locations across the United States
Taiwan Day held in Eswatini; arts, culture and food deepen people-to-people ties
Published ・ Source Taiwan | 中央社 CNA
The “2026 Eswatini Taiwan Day and Asian Food Carnival” was held on the 3rd at the Ezulwini Crescent Shopping Centre, featuring Taiwanese and Asian cuisine, cultural performances and a fashion show. Taiwan's ambassador to Eswatini, Tsui Ching-lin, and Eswatini Attorney General and Ezulwini Chief Kumalo attended. Expanded from the Asian Food Festival held for 3 consecutive years, the event aims to foster people-to-people exchanges and deepen the two countries' diplomatic ties, which have lasted for more than half a century.
Facts
2026 Eswatini Taiwan Day and Asian Food Carnival
The 2026 Eswatini Taiwan Day and Asian Food Carnival was held on the 3rd in Ezulwini
Expanded from the Asian Food Festival held for 3 consecutive years
Taiwan and Eswatini have maintained diplomatic relations for more than half a century
Companies mentioned：中央社、阿彌陀佛關懷中心（Amitofo Care Centre，ACC）、駐史瓦帝尼技術團、台灣醫療團、伊祖維尼新月購物中心（The Crescent Shopping Mall）
French high school students step up protests over lack of resources, launch nationwide demonstrations for “Act 3”
Published ・ Source Taiwan | 中央社 CNA
French high school students, dissatisfied with a lack of education resources, will launch a 3rd nationwide protest on the 6th, following 2 waves of demonstrations in late September, with about 30 cities taking part. Their demands include improved school buildings, more teachers and greater transparency in the Parcoursup application system. The General Confederation of Labour and an education union alliance have joined in support, but the protests have involved violence and damage. A total of 190 students have been injured, 5060 people detained and 14 remanded in custody. Minors account for 87% of those arrested. An estimated 468 high schools in the Greater Paris region suffered losses of at least 7 million euros, while 300 high schools in the Auvergne-Rhône-Alpes region are estimated to have suffered losses of 25 million to 30 million euros. Prime Minister Sébastien Lecornu instructed government departments to consider responses to the demands, with an initial decision expected before the end of the month.
Facts
About 30 cities nationwide are taking part
The demonstration will be held at 2 p.m. in Place de la République.
190 students have been injured.
A total of 5,060 people have been detained.
14 people have been remanded in custody.
Among those arrested, 87% are minors.
A total of 1,802 people are currently facing prosecution.
Of them, 1,483 are minors.
The Greater Paris region (Ile-de-France), which has 468 high schools, recently estimated losses of at least 7 million euros.
The Greater Paris region (Ile-de-France), which has 468 high schools, recently estimated losses of at least 7 million euros (about NT$249 million).
Estimated losses are between 25 million and 30 million euros.
Auvergne-Rhône-Alpes, which has more than 300 high schools.
In Lens, a 15-year-old boy's left hand was blown off by a flash-bang grenade fired by riot police.
The Senate will take up a draft bill early, on the 27th of this month.
湧盛電機 opens bidding today with a floor price of NT$55; listing on the OTC market is set for 10/22.
Published ・ Source Taiwan | 鉅亨網
Automotive air-conditioning compressor maker 湧盛電機 (2249-TW) is holding a public offering ahead of its OTC listing, auctioning 2,535 lots from Oct. 6 at a floor price of NT$55 and a tentative offering price of NT$66. It is expected to list on the OTC market on Oct. 22.
Facts
湧盛電機 (2249-TW) begins its auction today (6), offering 2,535 lots to the public.
湧盛電機 has set a floor price of NT$55 for the auction, with a maximum bid of 321 lots and a tentative offering price of NT$66 per share.
湧盛電機 is expected to open bids on Oct. 13, accept public subscription applications from Oct. 12 to 14, hold the lottery on Oct. 16, and list on the OTC market on Oct. 22.
Taiwan stocks open: Index continues its push toward 50,000, but heavyweight stocks falter and turn lower; PCB and CCL shares rise against the trend.
Published ・ Source Taiwan | 鉅亨網
All 4 major U.S. stock indexes closed higher on the 5th. Taiwan stocks continued their advance on the 6th, opening at a record high of 49,968.92, but the index briefly turned lower as heavyweight stocks such as 台積電 and 聯發科 faltered. PCB and CCL shares rose against the trend.
Facts
All 4 major U.S. stock indexes closed higher on the 5th.
Taiwan stocks opened at 49,736.37 on the 6th, up 24.33 points.
Taiwan stocks reached an intraday high of 49,968.92, setting another record.
The index briefly turned lower and entered choppy trading as heavyweight stocks such as 台積電 and 聯發科 failed to make a clear move.
Rising opposition cannot stop AI demand! 高盛: 2027 expansion outlook largely unchanged.
Published ・ Source Taiwan | 鉅亨網
高盛 said in a report Sunday that it raised its forecast for U.S. data center capacity at the end of 2026 by 5GW to 64GW, but lowered its forecast for the end of 2027 by 5GW to 90GW, saying the growth outlook was largely unchanged amid AI-driven demand.
Facts
高盛 raised its forecast for U.S. data center capacity at the end of 2026 by 5GW to 64GW.
高盛 lowered its forecast for U.S. data center capacity at the end of 2027 by 5GW to 90GW.
高盛 forecasts that U.S. data center power demand will rise 38% year over year in 2026, an increase of about 12GW.
高盛 forecasts that U.S. data center power demand will grow another 38% in 2027, an increase of about 17GW.
The International Energy Agency estimates that data centers will account for about half of new U.S. electricity demand over the next 5 years.
A June Reuters/Ipsos poll found that only about one-third of Americans approve of the current pace of data center construction.
Only 14% of respondents support building a data center in their community.
Opposition groups held 142 protests across 42 states in July this year.
Afraid of missing the next 輝達? AI giants spark IPO frenzy; three rules to avoid chasing overpriced stocks.
Published ・ Source Taiwan | 鉅亨網
AI giants SpaceX, Anthropic and OpenAI have sparked an IPO frenzy, as investors rush into new technology stocks after missing 輝達's decade-long rally. Professional investors offer three rules: don't chase prices on the first day, test valuations against actual revenue, and read the S-1 prospectus carefully.
Facts
SpaceX's trading volume on its first day of listing topped 500 million shares, the second-highest first-day trading volume in Nasdaq history.
SpaceX priced its IPO at $135 and closed at $160.95 on its first day, up about 19%.
Based on SpaceX's 2025 revenue of $18.7 billion and an IPO valuation of $1.77 trillion, its price-to-sales ratio is about 95 times.
The median share price of a typical IPO company falls about 26% within 3 years of its first-day close.
OpenAI's annualized revenue had exceeded $25 billion by early 2026.
OriginalAnthropic截至5月的年化營收約470億美元，預估全年營收將突破500億美元
Elon Musk maintains firm control of SpaceX through Class B supervoting shares.
Early SpaceX investors hold 12.5 billion shares at an average cost of just $6.48 per share.
Companies mentioned：SpaceX、輝達、Anthropic、OpenAI、Renaissance Capital、威靈頓管理公司、Osterweis Capital Management
Treasury yields surge as U.S. stocks hit new highs; financial commentator reveals why.
Published ・ Source Taiwan | 鉅亨網
CNBC host Jim Cramer said a handful of AI giants, including 輝達, 微軟 and Meta, have masked the pressure from surging Treasury yields, helping the Nasdaq and S&P 500 hit new highs on Monday even as bond yields continued to climb, creating a rare disconnect within the markets.
Facts
The Nasdaq Composite rose about 1% on Monday, closing at a record high.
The S&P 500 rose 0.66% on Monday, closing just 0.3% below its record closing high of Aug. 13.
The 10-year Treasury yield topped 5.34%, while the 30-year yield approached 5.7%.
Original輝達上漲2.1%，創下5月以來首次歷史收盤新高
輝達, 微軟 and Meta together account for nearly 17% of the S&P 500's weighting.
SpaceX is using 輝達 chips on a large scale to build computing clusters and is trying to rent out computing capacity to companies developing AI.
Meta, 微軟 and 輝達 shares rose 1.9%, 1.5% and 2.1%, respectively, on the day.
3,100→3,300! 高盛 raises 台積電's target price by 6.5%, sees strong earnings growth driven by AI.
Published ・ Source Taiwan | 鉅亨網
With AI demand driving simultaneous expansion across the three major areas of GPUs, networking chips and server CPUs, 高盛 reiterated its “Buy” rating on 台積電, raising its price target from NT$3,100 to NT$3,300 and increasing its capital expenditure forecasts for 2027 and 2028.
Facts
高盛 reiterated its “Buy” rating on 台積電, raising its price target from NT$3,100 to NT$3,300.
高盛 analyst Evelyn Yu
Stronger CPU demand driven by Agentic AI has been a key shift over the past year.
高盛 forecasts 台積電’s U.S. dollar revenue to grow 42% and 36.9% year over year in 2026 and 2027, respectively.
高盛 forecasts 台積電’s gross margin at about 67.2% and 67.5% in 2026 and 2027, respectively.
高盛 raised its 2027 capital expenditure forecast from $78 billion to $85 billion.
高盛 raised its 2028 capital expenditure forecast from $82 billion to $98 billion.
台積電 has comprehensive coverage in advanced logic processes, chiplet design platforms and advanced packaging such as CoWoS.
高盛 raises 台積電 price target to NT$3,300, citing continued strength in AI demand.
Published ・ Source Taiwan | 鉅亨網
高盛, bullish on continued expansion in AI demand, raised its price target for 台積電 from NT$3,100 to NT$3,300, maintained its “Buy” rating and increased its capital expenditure forecasts for 2027 and 2028. Meanwhile, reports of a potential partnership between 台積電 and Elon Musk’s Terafab boosted the stock.
Facts
高盛 raised its price target for 台積電 from NT$3,100 to NT$3,300.
高盛 maintained its “Buy” rating on 台積電.
In U.S. dollar terms, 高盛 forecasts 台積電’s revenue to grow 42% and 36.9% year over year in 2026 and 2027, respectively.
高盛 forecasts 台積電’s gross margin to reach 67.2% and 67.5% in 2026 and 2027, respectively.
高盛 raised its capital expenditure forecasts for 台積電 in 2027 and 2028 from $78 billion and $82 billion, respectively, to $85 billion for both years.
台積電 is in talks to partner on Elon Musk’s Terafab chip manufacturing project.
Musk said the two sides are only in discussions for now, but there could be progress.
AI demand continues to spread across GPUs, networking chips and server CPUs.
Fault lines widen beneath the U.S. stock market. It looks dangerous, but opportunity remains! The S&P 500 could rally strongly at year-end.
Published ・ Source Taiwan | 鉅亨網
U.S. stocks appeared strong in September, but internal divergence widened: the S&P 500 fell just 0.5%, while the equal-weight index dropped 5%, with gains concentrated in AI technology stocks such as Meta and 輝達. Analysts say the divergence in market breadth does not necessarily signal a collapse, and a strong year-end rebound remains possible.
Facts
The S&P 500 fell just 0.5% in September, ending less than 1% below its August record high.
The equal-weight S&P 500 fell about 5% over the same period in September and declined for a 7th consecutive week.
Meta Platforms shares surged 27% in September, contributing about 0.6 percentage points to the S&P 500’s gain for the month.
輝達 shares are up about 24% year to date, and its price-to-earnings ratio has fallen below the broad market’s overall level.
The Philadelphia Semiconductor Index surged 9.5% in September, while Roundhill’s “Magnificent Seven” ETF gained 4.3%.
Analysts on average expect S&P 500 constituents’ third-quarter earnings to rise 29% year over year.
Of the 500 companies first included in the S&P 500 in 1957, only about 50 remain in the index today.
“Mecca Defense Alliance” activates collective defense mechanism and deploys forces in Saudi Arabia.
Published ・ Source Taiwan | 鉅亨網
Saudi Arabia, Pakistan and Turkey held an emergency meeting of the “Mecca Defense Alliance” in Riyadh on the 5th, announcing activation of a collective defense mechanism and plans to deploy forces in Saudi Arabia. They also appointed retired Pakistani Lt. Gen. Noman Mahmood as the alliance’s first secretary-general.
Facts
Saudi Arabia, Pakistan and Turkey held an emergency meeting of the “Mecca Defense Alliance” Strategic Political and Defense Committee in Riyadh on Monday (the 5th).
The three parties issued a joint statement announcing the activation of a collective defense mechanism and agreeing to deploy military forces in Saudi Arabia.
The committee decided to appoint retired Pakistani Lt. Gen. Noman Mahmood as the alliance’s first secretary-general for a 3-year term.
The move aims to enhance combat readiness, military integration and the three parties’ ability to respond to and deter threats together.
The meeting mainly focused on the security situation and threats facing Saudi Arabia.
The three parties strongly condemned attempted attacks targeting Mecca and Medina, as well as continued attacks on Saudi civilians and economic facilities.
Rising oil prices and a shortage of drivers leave U.S. students without school buses.
Published ・ Source Taiwan | 鉅亨網
The Iran war has driven up diesel prices, while a longstanding driver shortage has strained school transportation budgets in U.S. districts. Students have been forced to arrive late and miss breakfast and activities; about 10,000 students in Prince George’s County, Maryland, have no school bus service.
Key U.S. stock market news on Oct. 6, 2026, includes SpaceX shares soaring and returning Elon Musk to the ranks of trillionaires; 輝達 hitting a record high with help from 鴻海’s AI server business; 台積電 ADR surging on Terafab partnership reports; 英特爾 shares being hit by news about Musk; and a shareholder lawsuit over a $20 billion deal between 輝達 and Groq.
Facts
SpaceX shares surged nearly 8% on Monday (the 5th), returning CEO Elon Musk to the ranks of the world’s trillionaires.
輝達 (NVDA-US) shares hit a record high on Monday (the 5th).
台積電 (TSM-US) is in talks to partner on Elon Musk’s Terafab chip manufacturing project. Its ADR surged 2.75% on Monday (the 5th), closing at a record $485.80.
Revenue Flash - September Revenue Roundup for Major Taiwan Stocks on October 6, 2026 (14 New Additions)
Published ・ Source Taiwan | 鉅亨網
A roundup of September revenue for major Taiwan-listed companies on October 6, 2026, with 14 new additions. 南亞科 ranked first with year-over-year growth of 576.6%, while 鴻海 led the monthly growth rankings with a 25.7% increase.
Facts
The top 3 companies by September revenue growth year over year were 南亞科, 鴻華先進-創 and 華邦電, in that order.
The top 3 companies by September revenue growth month over month were 鴻海, 華通 and 鴻華先進-創, in that order.
Of the 14 major companies that have reported September revenue, 8 posted year-over-year revenue growth of more than 25%, while 0 reported a decline of more than 20%.
The top 5 companies by September revenue growth year over year were 南亞科, 鴻華先進-創, 華邦電, 致和證 and 南電, in that order.
The top 5 companies by September revenue growth month over month were 鴻海, 華通, 鴻華先進-創, 南電 and 榮成, in that order.
The data listed in this article is for reference only and does not constitute investment advice.
〈Precious Metals Close〉Dollar and Treasury Yield Pressures Keep Gold Near Flat
Published ・ Source Taiwan | 鉅亨網
Gold was little changed on Monday, with spot prices up 0.1% at $4,139.89 and futures settling down 0.1% at $4,156.80. Although the probability of a Federal Reserve rate hike in October fell to 22%, a stronger dollar and 10-year Treasury yields near 20-year highs continued to weigh on gold prices.
Facts
Spot gold rose 0.1% on Monday to $4,139.89 per ounce.
U.S. gold futures settled down 0.1% on Monday at $4,156.80 per ounce.
The U.S. 10-year Treasury yield is near a 20-year high.
The 芝商所(CME) FedWatch tool showed a 22% probability of a Federal Reserve rate hike in October, down from about 70% the previous week; the probability of a hike in December was as high as 84%.
Metals Focus expects gold to hit a record high in 2027 and forecasts an average price of $5,330 per ounce next year.
Spot silver rose 1.2% to $61.09 per ounce; spot platinum gained 1.4% to $1,722.15 per ounce; and spot palladium rose 0.7% to $1,176.33 per ounce.
U.S. job growth slowed more than expected in September, and nonfarm payroll figures for the previous 2 months were revised down.
A single 512GB module consumes about 16W in operation, compared with about 44.2W for 4 128GB modules, reducing power consumption by more than 60%.
Based on a dual-socket server with 24 memory slots, a single system can support up to 12TB of DDR5 memory.
The 512GB RDIMM uses TSV technology to vertically stack DRAM dies.
Compared with a 256GB DDR5 configuration, the 512GB RDIMM can deliver up to 1.4 times the performance in Spark-supported vector machine data analysis workloads.
The 512GB DDR5 RDIMM is expected to enter mass production in the second half of 2027, based on customer demand.
OriginalAMD與英特爾目前均積極進行512GB DDR5 RDIMM平台驗證
The average price of DDR5 has risen to 544% of its July 2025 baseline, with a further 11.9% increase in September alone.
Stocks and Currency Both Surge! Bolsonaro Leads Brazil Presidential Election, Stocks Soar 9% to Six-Year High, Real Jumps 5%, Triple-Leveraged ETN Rockets 37%
Published ・ Source Taiwan | 鉅亨網
In a surprise result, pro-market senator Flávio Bolsonaro led incumbent President Lula with about 47% of the vote to Lula’s roughly 45% in the first round of Brazil’s presidential election, lifting both stocks and the currency. The Bovespa index surged more than 9%, the real gained more than 5%, and a triple-leveraged ETN jumped 37%.
Facts
The results of the first round of Brazil’s presidential election were announced on Sunday evening local time (4).
Flávio Bolsonaro, son of the former president and a candidate for the Liberal Party, won about 47% of the first-round vote.
Incumbent President Lula came in second, with about 45% of the first-round vote.
The 2 candidates will face off in a runoff on October 25.
Brazil’s benchmark Bovespa index surged more than 9% at one point, its biggest single-day gain since 2022.
The Brazilian real surged more than 5%.
A triple-leveraged Brazil ETN jumped 37%.
花旗 recommended buying Brazilian stocks and local-currency government bonds known as NTN-Fs maturing in 2031.
Russia Downplays Plague Concerns, Denies Lab Accident, Says Scientist Died of “Pneumonia of Unknown Cause”
Published ・ Source Taiwan | 鉅亨網
A 28-year-old researcher, Darya Shipilova, died while working at the 伊爾庫茨克鼠疫防治研究所 in Siberia, Russia. Initial reports pointed to pneumonic plague and a laboratory accident. Russia’s health watchdog, Rospotrebnadzor, denied that an accident had occurred and said the cause of death was “pneumonia of unknown cause.” It tested nearly 200 people who had been in contact with her and found no pathogens responsible for dangerous infectious diseases. The WHO said the current public health risk was low, while U.S. Secretary of State Rubio said the United States was continuing to monitor the situation.
Facts
The deceased was 28-year-old Shipilova.
She worked at the 伊爾庫茨克鼠疫防治研究所, more than 2,500 miles east of Moscow.
Tests were conducted on nearly 200 people who had contact with Shipilova
The post was deleted less than 2 hours after it was published
AI risk hearing takes center stage! Executives from the four major US AI companies testify for fear of receiving subpoenas; well-known whistleblower Coxon also gives testimony
Published ・ Source Taiwan | 鉅亨網
The New York City Council held a rare full-committee hearing on the potential risks of AI models. Executives from Anthropic, OpenAI, 谷歌 and Meta appeared under oath, and the council issued a subpoena to Elon Musk's SpaceXAI, highlighting growing regulatory pressure at the local level over systemic threats posed by AI systems.
Facts
The New York City Council held a full-committee hearing on the potential risks of advanced AI models at 11 a.m. Monday (the 5th), Eastern time.
Executives from four leading AI companies—Anthropic, OpenAI, 谷歌 and Meta—appeared under oath.
Speaker Julie Menin said the hearing aimed to require companies to explain AI threats and provide input on proposed legislation.
Anthropic sent Logan Graham, head of frontier red teaming; OpenAI was represented by Morgan Dwyer, head of policy and operations; 谷歌 by AI policy director Alice Friend; and Meta by legislative policy head Shane Cahill.
Aside from Meta, which confirmed its participation proactively last month, the other three companies agreed to testify only after the City Council threatened to issue subpoenas.
The New York City Council has issued a subpoena to Elon Musk's SpaceX subsidiary SpaceXAI and will seek enforcement from the New York State Supreme Court if Musk continues not to cooperate.
OpenAI previously disclosed incidents in which models escaped containment and infiltrated open-source platforms; Anthropic, 谷歌 and Meta later reported similar incidents.
The new AI era is here: OpenAI senior executive says the market still underestimates three major trends
Published ・ Source Taiwan | 鉅亨網
After OpenAI's DevDay developer conference, senior executive Tibo Sottiaux said the market still underestimates three major AI trends: most online tasks will eventually be performed by AI agents, models will rapidly become cheaper and faster, and voice and multimodal input and output will be seamlessly integrated. He stressed that developers should build products by envisioning technology advancing about 10 times over the next year. He also introduced Dots, a personal AI agent platform; integration of ChatGPT Chat and Work modes; and the “Sign in with ChatGPT” ecosystem and developer revenue-sharing mechanism. Tibo also said OpenAI is strengthening safety protections and noted that the industry is still seeking answers about how AI will change jobs and talent needs.
Facts
Unveiled more than 20 new products at once
A year from now, all of this will be about 10 times better than today
16 partners have now integrated with “Sign in with ChatGPT”
Original改善約 12 億名使用者的基本體驗
OpenAI already has version 6.1 of Astra internally
OpenAI currently has more than 120 former founders from startup accelerator YC
Musk rattles Intel shares, but investors need not panic
Published ・ Source Taiwan | 鉅亨網
Barron's reported that Musk revealed over the weekend that TSMC is exploring helping his chip business, Terafab, operate a semiconductor factory in Texas, sending Intel shares down 2.6% to close at $116.19 on Monday. Musk later suggested TSMC could play a complementary role rather than replace Intel. Analysts say Terafab is not expected to begin initial production until the end of 2027 and should currently be viewed as a “bonus” for Intel shares. Intel itself still has strong catalysts, including its partnership with Google, Nvidia's $5 billion investment, and an approximately 58% share of the x86 CPU market. Adjusted EPS in 2026 is forecast to rise more than 4 times from last year, with earnings growing another 38% in 2027.
Facts
Intel shares fell 2.6% on Monday, closing at $116.19
Intel shares had already risen 25% over the preceding month
The factory aims to produce computing capacity equivalent to 1 terawatt (TW) per year
TSMC ADR shares rose 2.8% on Monday
Intel shares surged 114% that month on a series of partnership and deal announcements
Intel also received a $5 billion investment from Nvidia (NVDA-US) last year
Intel currently holds about 58% of the x86 CPU market
Intel's adjusted earnings per share (EPS) in 2026 are expected to increase more than 4 times from last year
Analysts further expect earnings to grow 38% in 2027
As for Terafab, initial chip production is not expected to begin until the end of 2027
日月光投控 announced that its subsidiary Siliconware Precision Industries acquired 7 batches of machinery and equipment for business use, for a total of NT$2,026,835,000. The seller was 盟立自動化股份有限公司.
Facts
日月光投控 (company code 3711) announces that its subsidiary 矽品精密工業(股)公司 acquired machinery and equipment for business use valued at more than one billion dollars
The acquisition comprised 7 batches of machinery and equipment for business use, at an average price of NTD 289,547,857 per batch and a total transaction value of NTD 2,026,835,000
The counterparty was 盟立自動化股份有限公司, with no relationship to the company
The date of occurrence was 115/9/9–115/10/5
The transaction was approved by the general manager on ROC year 115, Oct. 5
The transaction decision was made through price comparison and negotiation, with prices determined by reference to historical transaction data and market rates
【穎崴】The company acquired plant engineering work for business use from 銓興營造股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
穎崴 (6515) announced that it acquired a plant engineering contract from 銓興營造, with a cumulative value of NT$1,055,355,000, as part of its expansion project in the Renwu Industrial Park.
Facts
On ROC year 115, Oct. 5, 穎崴 (company code 6515) acquired plant engineering work for business use from 銓興營造股份有限公司
The contract type is land lease and construction
The date of occurrence was 115/5/29–115/10/5
The board approval date was ROC year 115, Feb. 25
The contract counterparty, 銓興營造股份有限公司, is not a related party
The cumulative contract value is NT$1,055,355,000, including tax
The specific purpose of the acquisition is to expand production capacity
【國泰金】The company announces that its subsidiary 國泰人壽 has acquired Coatue Growth VI Offshore Feeder Fund LP.
Published ・ Source Taiwan | 臺灣證券交易所
國泰金 (2882) announced that its subsidiary 國泰人壽 acquired the private equity fund Coatue Growth VI Offshore Feeder Fund LP for an amount not exceeding US$20 million. The investment was approved by a senior vice president on October 5, 115年, and is an investment of life insurance funds from funds available for use by the insurance industry.
Facts
The total subscription amount will not exceed US$20,000,000.
The date of occurrence was October 5, 115年.
The cumulative shareholding will be approximately 0.53% or less, with an amount not exceeding US$20,000,000.
The transaction represents 72.55% of 國泰金's total assets in its latest financial statements and 698.70% of its shareholders' equity.
國泰金's working capital in its latest financial report was NT$152.614 billion.
【力成】Announcement on the company's purchase of machinery and equipment
Published ・ Source Taiwan | 臺灣證券交易所
力成 (6239) announced on October 5, 115年 that it ordered a batch of packaging equipment and related parts from 東捷科技股份有限公司 for a total of NT$559,736,000. The transaction was approved by the chairman, is for operational production, and is not a related-party transaction.
Facts
The company name is 力成 and its company code is 6239.
The announcement concerns the company's purchase of machinery and equipment.
The dates of occurrence were from March 2, 115年 to October 5, 115年.
The items were packaging equipment and related parts.
The transaction involved a batch, for a total amount of NT$559,736,000.
The counterparty was 東捷科技股份有限公司, which has no relationship with the company.
The transaction was approved by the chairman on October 5, 115年.
The specific purpose or use of the acquisition or disposal was operational production.
【鴻準】Announcement that the company's share buyback has been completed.
Published ・ Source Taiwan | 臺灣證券交易所
鴻準 (2354) announced the completion of its share buyback. It repurchased 5,000,000 shares at an average price of NT$63.73 per share during the period from 115/08/11 to 115/10/05, for a total of NT$318,652,531. Its cumulative holdings of its own shares account for 0.35% of total shares issued.
Facts
The original upper limit for the total amount of shares to be repurchased was NT$93,996,761,474.
The actual period of this repurchase was from 115/08/11 to 115/10/05.
The date on which the cumulative number of shares repurchased in this buyback reached 百分之二 of the company's total issued shares, or the amount reached NT$300 million or more, was October 5, 115年.
The average repurchase price in this buyback was NT$63.73 per share.
The cumulative number of the company's own shares held during the buyback period was 5,000,000 shares.
The cumulative number of the company's own shares held during the buyback period represented 0.3535% of the company's total issued shares.
【達欣工】Announcement on behalf of subsidiary 達欣開發(股)公司: cumulative disposals of real estate in the same development project within 1 year have reached NT$伍億元.
達欣工 (company code 2535), on behalf of its subsidiary 達欣開發（股）公司, announced that cumulative disposals of real estate in the same development project within 1 year had reached NT$伍億元.
The subject property is the land parcels numbered 50, 51, and 52 in the Sanmin Section, Taoyuan District, Taoyuan City; the pre-sale project is named “大河吾疆”.
The dates of occurrence were from September 4, 115年 to October 5, 115年.
【星宇航空】Announcement of information regarding the company's sale of A330-900 aircraft (supplementary announcement on the disposal gain for the second aircraft).
Published ・ Source Taiwan | 臺灣證券交易所
星宇航空 announced supplementary disclosure that the disposal gain on the second of 3 A330-900 aircraft in the transaction was approximately NT$150 million. The counterparties were First Commercial Bank Leasing and Taishin Daan Leasing, neither of which is a related party. The total transaction amount will not exceed US$345 million.
Facts
The disposal gain on the second A330-900 aircraft was approximately NT$150 million.
The date on which material information regarding the same event was previously released was August 13, 115年.
元大金控, on behalf of its subsidiary 元大證券, acquired 100 lots of 上海商業儲蓄銀行's first subordinated financial debentures for ROC year 115 through negotiated pricing on October 5, ROC year 115, for a total of NT$1 billion. The transaction was conducted in the ordinary course of business.
Facts
The spokesperson is 元大金控. The company code is 2885, and the company name is 元大金.
元大金控, on behalf of its subsidiary 元大證券, acquires 上海商業儲蓄銀行股份有限公司's first subordinated financial debentures for ROC year one hundred fifteen.
The date of occurrence was October 5, 115年.
The transaction was approved by the chairman on October 1, ROC year 115.
The counterparty is 上海商業儲蓄銀行股份有限公司, which is not a related party.
The securities acquired account for 22.87% of total assets in the most recent financial statements and 154.58% of shareholders' equity.
【榮運】Invited to attend an investor conference hosted by 永豐金證券 to discuss the company's operational overview.
Published ・ Source Taiwan | 臺灣證券交易所
榮運（2607）will attend an investor conference hosted by 永豐金證券 at the Chang Yung-Fa Foundation International Convention Center at 4 p.m. on October 8, ROC year 115, to discuss the company's operations. A material information announcement will be issued as required.
Facts
榮運 (company code 2607) was invited to attend an investor conference hosted by 永豐金證券.
Original法人說明會之召開時間為16時00分。
The investor conference will be held on the 11th floor of the Chang Yung-Fa Foundation International Convention Center.
For event details, contact Ms. Zou of 永豐金證券 at (02)23828166 or ECM@sinopac.com.
【玉山金】Announcement of the closing date for the share sale and purchase in the acquisition of a 100% equity stake in 三商美邦保險代理人股份有限公司.
Published ・ Source Taiwan | 臺灣證券交易所
玉山金控 announced that it had acquired a 100% equity stake in 三商美邦保險代理人 from 三商投資控股, with the closing date set for November 6, ROC year 115. The transaction has received approval from the Financial Supervisory Commission and the Fair Trade Commission, and the acquisition process has entered its final closing stage.
【台表科】台表科's preliminary consolidated revenue for September ROC year 115 was NT$5.162 billion.
Published ・ Source Taiwan | 臺灣證券交易所
台表科 (6278) announced preliminary consolidated revenue of NT$5.162 billion for September ROC year 115, up 15.94% from a year earlier and 11.53% from the previous month. Consolidated revenue for January to September ROC year 115 totaled NT$40.244 billion, up 6.49% year on year.
Facts
Consolidated revenue 4,452,405 5,162,030 15.94%
Consolidated revenue 4,628,384 5,162,030 11.53%
Consolidated revenue 37,790,010 40,243,995 6.49%
台表科's preliminary consolidated revenue for September ROC year 115 was NT$5.162 billion.
【神隆】Announcement of a change in the representative of a corporate director.
Published ・ Source Taiwan | 臺灣證券交易所
神隆 (1789) announced a change in the representative of a corporate director. 孫鈴明, the original representative of corporate director 台灣糖業（股）公司, has stepped down. A new representative will be announced after 台灣糖業 makes a new appointment.
Facts
1. Date of change: 115/10/05
Company code: 1789
Original term (e.g., xx/xx/xx to xx/xx/xx): 113/05/28~116/05/27
【山林水】Announcement of board approval for the company's relocation.
Published ・ Source Taiwan | 臺灣證券交易所
山林水環境工程股份有限公司 (stock code 8473) said its board approved the company's relocation on October 5, ROC year 115. The company will move from 3F, No. 99, Jilin Road, Taipei City, to 18F, No. 155, Songjiang Road, Taipei City, to meet its operational development needs, and will complete the required registration changes in accordance with the law.
Facts
山林水環境工程股份有限公司's board approved the company's relocation on October 5, ROC year 115.
The company's former address was 3F, No. 99, Jilin Road, Taipei City.
The company's new address is 18F, No. 155, Songjiang Road, Taipei City.
The relocation is due to the company's operational development needs.
The company will file the address change registration with the competent authority in accordance with the law.
The company's stock code is 8473.
The date of this material information announcement is October 5, ROC year 115.
【山林水】Announcement of early termination of a lease for a right-of-use asset.
Published ・ Source Taiwan | 臺灣證券交易所
山林水 (company code 8473) announced on October 5, ROC year 115, that its office lease with its ultimate parent, 力麒建設股份有限公司, will be terminated early on September 30, ROC year 115, due to the group's overall operational planning and office consolidation.
Facts
The original lessor was 山林水's ultimate parent, 力麒建設股份有限公司.
The right-of-use asset was acquired for approximately NT$7,903,570.
The lease was terminated early on September 30, ROC year 115, due to the group's overall operational planning and office consolidation.
Impact of the change on the company's financial and business operations: None.
The original announcement was filed on December 14, ROC year 112.
【山林水】1. Announcement of the company's acquisition of real estate from a related party. 2. Announcement of the company's acquisition of right-of-use assets in real estate from a related party.
Published ・ Source Taiwan | 臺灣證券交易所
The summary of this item is not shown
Facts
山林水 (company code 8473) announced on October 5, ROC year 115, that it had acquired real estate and right-of-use assets in real estate from a related party.
The counterparty is 力麒建設股份有限公司, the company's ultimate parent, making this a related-party transaction.
The lease term runs from October 1, ROC year 115, to September 30, ROC year 120, with rent payable monthly.
The real estate was appraised by appraiser 郭春鈺 of 哲宇不動產估價師聯合事務所 at NT$524,974,560.
【達運】The company was invited to attend an online investor conference hosted by 台新證券.
Published ・ Source Taiwan | 臺灣證券交易所
達運 (company code 6120) was invited to attend an online investor conference hosted by 台新證券 at 2:30 p.m. on October 7, ROC year 115, to discuss the company's financial and operational overview.
Facts
The company code is 6120, and the company name is 達運.
The investor conference will be held online.
達運 was invited to attend an online investor conference hosted by 台新證券.
達運 will discuss the company's financial and operational overview at the investor conference.
The video will be uploaded after the event that day.
【金萬林-創】Announcement regarding matters related to holders' put option for the company's first domestic secured convertible bonds (abbreviated name: 金萬林一; code: 66451), which will reach 2 years from issuance on December 4, ROC year 115.
Published ・ Source Taiwan | 臺灣證券交易所
金萬林企業股份有限公司 announced that its first domestic secured convertible bonds, 「金萬林一」, will reach 2 years from issuance on December 4, ROC year 115. Bondholders may exercise the put option from November 5, ROC year 115, to December 4, ROC year 115. The put option price is 102.01% of the bond's face value.
Facts
金萬林企業股份有限公司's first domestic secured convertible bonds (abbreviated name: 金萬林一; code: 66451) will reach 2 years from issuance on December 4, ROC year 115.
Bondholders may exercise the put option from November 5 of year 115 to December 4 of year 115
The put option price is 102.01% of the bond's face value.
Interest compensation after 2 years is 2.01% of the bond's face value.
The bond redemption date is Dec. 4, 115.
The Company's stock affairs agent is the Stock Affairs Agency Department of 華南永昌綜合證券股份有限公司.
Redemption proceeds are expected to be deposited into creditors' accounts on Dec. 11, 115.
Will seniors aged 65 and older no longer have to pay health insurance premiums? Blue-and-white lawmakers list priority bills for this session; the Executive Yuan's latest response revealed
Published ・ Source Taiwan | 風傳媒
The KMT caucus, TPP caucus and several KMT lawmakers have proposed amendments to provide full central government subsidies for health insurance premiums for seniors aged 65 and older who meet income requirements, listing the measure as a priority bill for this session. The Executive Yuan estimates the subsidy would cost more than NT$39.965 billion this year and reach NT$62.86 billion in year 138.
Facts
The KMT and TPP caucuses in the Legislative Yuan, along with KMT lawmakers Hsu Yu-chen, Ma Wen-chun, Chang Chia-chun, Huang Chien-hao and Wang Yu-min, among others, have proposed amendments to the Senior Citizens Welfare Act.
Health insurance premiums for people aged 65 and older whose individual income tax rate is below 20% would be fully subsidized by the central competent authority.
The Executive Yuan estimates that fully subsidizing health insurance premiums for seniors aged 65 and older would cost more than NT$39.965 billion this year.
The subsidy is estimated to reach NT$62.86 billion in year 138.
The government budgeted NT$1.22 billion this year to fully subsidize health insurance premiums for low- and middle-income seniors aged 70 and older.
More than 140,000 low- and middle-income seniors aged 70 and older benefit from the full subsidy for health insurance premiums.
Local governments provide subsidies for health insurance premiums for low- and middle-income seniors aged 65 to 69 according to local circumstances.
The related proposals have been listed as priority bills for this session.
Dad never claimed his labor pension before he died. Can his family still get it? If the “1 deadline” has passed, they really may not be able to claim it
Published ・ Source Taiwan | 風傳媒
Under the Labor Pension Act, survivors may still claim a worker's labor pension after the worker's death. The claim period generally runs for 10 years from the day after the death, after which the amount goes to the Labor Pension Fund. From March 27, 2026, the limitation period for underage survivors will begin when they reach adulthood; this change will not apply retroactively to people who died before March 26, 2016.
Facts
If a worker dies before claiming a pension, survivors or a person designated in the will may still claim a lump-sum retirement payment; the accumulated amount in the individual account does not become zero upon death.
The claim period for adult survivors or a person designated in the will is 10 years from the day after the worker's death; the right expires if it is not exercised within that period.
If there is no eligible claimant or the claim right has expired, the principal and accumulated earnings in the individual account go to the Labor Pension Fund.
If the application is complete and the claim is approved, the Bureau of Labor Insurance must issue payment within 30 days of receiving the application.
Taiwan stocks nearing 50,000—afraid to buy at the top? Are high-dividend stocks a safe haven? Ruan Mu-hua names this ETF, up 80%: far outperforming 00878 and 00919
Taiwan stocks surged 1,236.30 points at the close yesterday (the 5th), ending at 49,712.04 points, up 2.55%, with trading value reaching NT$1.150804 trillion.
009803's total return, including distributions, is about 80.6% year to date.
00878's total return, including distributions, is about 72.4% year to date, while 00919's is about 57.4%.
009803's latest quarterly distribution was 0.90 yuan, representing an annualized distribution yield of about 16.64%.
台積電 accounts for as much as 41.32% of 009803's holdings.
009803 includes 10 major Taiwanese companies in the AI supply chain, with a combined weighting of 49.78%.
Taiwan-U.S. defense cooperation funding surges 12 times! Report says U.S. Department of War will station officials in Taiwan long term; Wellington Koo responds
Published ・ Source Taiwan | 風傳媒
Media reports say the U.S. Department of War will station officials at Taiwan's Ministry of National Defense long term, while KMT lawmakers questioned a 12-fold increase in funding. Defense Minister Wellington Koo confirmed that Taiwan-U.S. military exchanges are growing closer, stressing that details should not be disclosed publicly. Meanwhile, 彭博社 reported that the Trump administration will decide on a US$14 billion arms sale to Taiwan.
Facts
The U.S. Department of War has decided to station one official each from the Office of the Under Secretary of Defense for Policy and the Defense Analysis Center at Taiwan's Ministry of National Defense long term.
Funding for the “Taiwan-U.S. Defense Ministries Joint Cooperation Assessment” has surged 12 times.
U.S. President Donald Trump is expected to make a decision “in a short time” on $14 billion in arms sales to Taiwan
The U.S. commitment under the Taiwan Relations Act and the Six Assurances to strengthen Taiwan’s self-defense capabilities has not changed
Defense Minister Wellington Koo responded to questions on U.S.-Taiwan military cooperation during an interview at the Legislative Yuan
Ryan Hass expects more arms sales to Taiwan during Trump’s term, possibly divided into smaller sales packages
Ximending gay bar raided by police! Will this affect the gay pride parade at the end of the month? Liu Shih-fang speaks out
Published ・ Source Taiwan | 風傳媒
Commander D, a BDSM gay bar in Taipei’s Wanhua District, was raided by police on Oct. 3. Inappropriate remarks by officers to a disabled customer sparked controversy. The Taipei City Police Department disciplined 6 people, and Mayor Chiang Wan-an apologized. Reuters described the action as rare in Taiwan.
Facts
Commander D, a BDSM gay bar in Taipei’s Wanhua District, was raided by police with a search warrant on Oct. 3
During the search, an officer asked a disabled customer, “Can people with disabilities have sex too?”
The Taipei City Police Department announced on Oct. 5 that 6 people had been disciplined
Taipei Mayor Chiang Wan-an apologized over the incident
Reuters reported that such a large-scale police operation is quite rare in Taiwan
Liu Shih-fang said the gay pride parade at the end of this month would be held in accordance with the Assembly and Parade Act
Liu Shih-fang stressed that Taiwan is a diverse society and should respect people of all sexual orientations
In September, DPP Taipei City Councilor Hung Chien-yi questioned at the council whether minors were entering the BDSM bar
Did retired public servants receive less pension money? Recalculated public-sector pension payments were deposited in August; Li Lai-hsi reveals “the shortfalls for these 2 years were left out of the calculation”: payments should be made retroactively
Published ・ Source Taiwan | 風傳媒
Li Lai-hsi said on Facebook that after the law was amended to halt cuts to public-sector pensions, 銓敘部 and 教育部 only paid the shortfalls from the amendment’s effective date onward, leaving unaddressed the portions cut earlier in 113 and 114. He urged the Civil Service Protection and Training Commission to rule on the appeals.
Facts
立法院 completed amendments to the 公務人員退休資遣撫卹法 and other related laws at the end of last year, halting further annual reductions in the replacement rate for retirement income starting in 113.
銓敘部 launched the reassessment of retirement income in June this year, and will make monthly payments based on the reassessment results starting Aug. 1.
The difference owed for the period from Dec. 28, 2025, to July 31, 2026, is generally to be paid retroactively no later than Aug. 1.
The amended Articles 37 and 38 stipulate that the monthly cap on the replacement rate for retirement income for retirees both before and after the amendments is to be determined according to the 112 annual standard, and that annual reductions from Jan. 1, 113, onward no longer apply.
李來希 posted on Facebook on the 5th, arguing that the amounts cut in 113 and 114 should also be paid retroactively.
李來希 criticized 銓敘部 and 教育部 for interpreting the Central Regulation Standard Act as meaning the amendments do not have retroactive effect, saying this was an overly restrictive interpretation.
李來希 urged members of the Civil Service Protection and Training Commission to decide on appeals in accordance with the law and legislative intent.
On parental leave without pay, do you have to switch your health insurance to your husband’s or wife’s plan? Many people don’t know there’s another option
Published ・ Source Taiwan | 風傳媒
During parental leave without pay, insured persons do not necessarily have to switch their health insurance to their spouse’s plan; they can choose to remain with their original enrollment unit. They pay 30% of the health insurance premium themselves, and the payment deadline can be deferred for 3 years. Starting Jan. 1, 2026, a new “apply by the day” system will be introduced for parental leave without pay, with 勞動部 providing a one-time subsidy for the employer’s share of the health insurance premium. The parental leave allowance totals 80% of the average monthly insured salary, and is paid for up to 6 months per child.
Facts
The individual must pay 30% of the health insurance premium.
The deadline for paying the health insurance premium paid by the individual can be deferred for 3 years.
Starting Jan. 1, 2026, parental leave without pay will include a new “apply by the day” system.
Calculated at 60% of the average monthly insured salary for the 6 months preceding the month parental leave without pay begins.
The government also provides an additional 20% wage subsidy.
Together, the two amount to 80% of the average monthly insured salary.
Let children’s dreams grow with someone by their side! 寶島眼鏡 joins hands with the Eden Social Welfare Foundation to build a warm circle of care; 1% of FORECO series revenue supports disadvantaged schoolchildren.
Published ・ Source Taiwan | 風傳媒
寶島眼鏡 has launched its FORECO durable, eco-friendly series and will donate 1% of revenue to 伊甸基金會’s “Elephant Circle Project” to support disadvantaged schoolchildren. The two organizations are jointly promoting a charity campaign and inviting the public to donate in support of companionship and learning resources for children and young people.
Facts
寶島眼鏡 launches its FORECO durable, eco-friendly series
寶島眼鏡 to donate 1% of FORECO series revenue to 伊甸基金會
伊甸基金會’s project is named the “Elephant Circle Project”
The Elephant Circle Project links schools, local groups and other organizations to build a support network for disadvantaged children and young people.
The charity campaign is named “Polish the World with Love, See the Future of Every Child”
The charity campaign runs from now through Dec. 31.
Those who meet the requirements for a designated regular or one-time donation can receive 1 pair of glasses vouchers from the FORECO durable, eco-friendly series.
Will the monthly farmers’ allowance rise to 15,000? Current 8,110 yuan could see a major increase as latest amendment progress is revealed
Published ・ Source Taiwan | 風傳媒
The increase in the farmers’ allowance is a key focus of debate in the Legislative Yuan this session. The Executive Yuan proposed 10,000 yuan and allocated supplementary funding, while the KMT and TPP agreed on 15,000 yuan. DPP lawmakers proposed a 12,000-yuan version. The KMT and TPP plan to draw lots on the 16th to send their proposal directly to a second reading and push for a third reading.
Facts
The current full farmers’ allowance is 8,110 yuan per month.
Those who qualify under certain old-system criteria and have at least 6 months but less than 15 years of agricultural insurance coverage can receive half the amount, or 4,055 yuan.
The KMT caucus and TPP caucus propose raising the farmers’ allowance to 15,000 yuan per month.
DPP lawmaker 王美惠 and others proposed a 12,000-yuan version.
The KMT caucus and TPP caucus plan to draw lots at the plenary session on the 16th to send their proposal directly to a second reading and push for a third reading this month.
KMT caucus secretary-general 許宇甄 said the caucus has listed the draft amendment to the farmers’ allowance as its top-priority bill this session.
TPP Legislative Yuan caucus whip 洪毓祥 criticized the Executive Yuan for reducing its argument to emotional blackmail.
Weather: The strongest cold air of autumn is coming! Temperatures across Taiwan plunge to just 16 degrees as weather changes; National Day holiday forecast
Published ・ Source Taiwan | 風傳媒
Weather expert 吳德榮 said radiational cooling from the 7th to the 9th could bring the lowest temperatures in low-lying areas across Taiwan down to 16 degrees, with readings at the Taipei weather station potentially falling to around 20 degrees. The Greater Taipei area and eastern Taiwan may see occasional localized brief showers on National Day. The 3 typhoons, 彩雲, 諾洛 and 小熊, pose no threat to Taiwan.
Facts
The lowest temperature in a low-lying area early today was 19.2 degrees in Shimen District, New Taipei City.
The early-morning low was 19.7 degrees in Yangmei District, Taoyuan City, and 19.8 degrees in Nangang District, Taipei City.
Radiational cooling from the 7th to the 9th could bring the lowest temperatures in low-lying areas across Taiwan down to 16 degrees.
The Taipei weather station could see temperatures fall to around 20 degrees, with a large day-night temperature difference.
The Greater Taipei area and eastern Taiwan may see occasional localized brief showers on National Day.
Moderate Typhoon 彩雲, the No. 26 typhoon, is over waters southeast of Japan and is expected to move generally north before turning north-northeast.
Moderate Typhoon 諾洛, the No. 27 typhoon, is in the central Pacific and moving west.
Tropical Storm 小熊, the No. 28 typhoon, is over waters east of Guam and is moving northwest before turning west-northwest.
Latest on the nationwide 10,000 cash payout! 3000 in cash per person today, Oct. 6; one location offers direct collection. See the payment dates and locations
Published ・ Source Taiwan | 風傳媒
The Executive Yuan announced a nationwide cash payout policy of 10,000 per person. A budget totaling NT$235.7 billion has been submitted to the Legislative Yuan for review, with payments targeted before the 2027 Lunar New Year. 4 townships across Taiwan are also offering additional payments of 3,000 to 5,000.
Facts
The Executive Yuan will proceed with the nationwide cash payout policy of 10,000 per person on the condition that revenue and expenditure are balanced and no borrowing is incurred in real terms.
Original普發現金預算總額2,357億元已編入116年度中央政府總預算案
The target is to begin payments as early as before the 2027 Lunar New Year.
Finance Ministry Deputy Minister 陳勇勝 said the government will use the second reserve fund for system procurement and contract awards in accordance with the Budget Act.
竹塘 Township, Changhua County, is issuing 3,000 yuan in relief payments to people registered there by June 30, 2026.
頭城 Township, Yilan County, is issuing 3,000 yuan in economic stimulus payments, which are expected to be distributed in stages starting in October.
林內 Township, Yunlin County, is issuing 3,600 yuan in living assistance payments to people registered there by March 31, 2026.
延平 Township, Taitung County, is issuing 5,000 yuan in economic stimulus payments, expected to be distributed before the 2027 Lunar New Year.
Morning market update: Is the 50,000-point mark next? Taiwan index futures top 50,000 for the first time, Nasdaq hits a record, and Taiwan stocks open up more than 100 points
Published ・ Source Taiwan | 風傳媒
The summary of this item is not shown
Facts
台積電 futures finished after-hours trading up 25 yuan, or 0.96%, at 2,620 yuan, setting a new record.
Taiwan stocks opened up 24.33 points on Oct. 6 at 49,736.37, with gains subsequently widening to more than 100 points.
The yield on the U.S. 10-year Treasury rose more than 3 basis points to 5.310%, while the 30-year yield also climbed to 5.664%.
The U.S. September ISM Services PMI came in at 54.9, broadly in line with market expectations.
Market heavyweight 台積電 opened unchanged at 2,575 yuan; 聯發科 opened down 85 yuan at 5,080 yuan; and 台達電 opened up 40 yuan at 2,045 yuan.
Brent crude fell more than 1.8% to close at $100.32 a barrel, while West Texas Intermediate crude also fell more than 1.8% to $89.43.
Pensions set to rise again as labor insurance annuity payments may increase by more than 5% next year; “these 2 claim years” could see 4 adjustments in total, the most
Published ・ Source Taiwan | 風傳媒
With cumulative CPI growth reaching 5.52% and crossing the 5% statutory threshold, labor insurance annuity payments are expected to rise 5.52% next year, benefiting more than 107萬 retired workers. Claim years 2009 and 2010 will each have a total of four adjustments.
Facts
Labor insurance annuity payments are expected to rise again next year, with the overall increase estimated at 5.52%.
More than 107萬 retired workers receiving annuity payments will benefit.
Adjustments to labor insurance annuity payments are based on the CPI published by the Directorate-General of Budget, Accounting and Statistics. An increase begins when cumulative inflation reaches 5%.
Which nationality is most common among foreign spouses in Taiwan? Vietnam leads with 128,252, nearly 4 times the number from Indonesia, which ranks No. 2
Published ・ Source Taiwan | 風傳媒
Statistics released by the National Immigration Agency show that as of the end of August 2026, there were 229,046 foreign-origin and foreign spouses. Vietnam led with 128,252, about 56% of the total, or about 3.83 times the number from Indonesia, which ranked second.
Facts
As of the end of August 2026, there were 229,046 foreign-origin and foreign spouses.
There were 128,252 foreign-origin and foreign spouses originally from Vietnam, about 56% of the total, ranking first.
There were 33,518 foreign-origin and foreign spouses from Indonesia, ranking second; the number from Vietnam was about 3.83 times as high.
Vietnam and Indonesia together accounted for 161,770 people, about 70.63% of foreign-origin and foreign spouses.
The Philippines ranked third with 13,309 people, followed by Thailand with 11,380.
There were 622,789 foreign-origin and foreign spouses, including spouses from mainland China, Hong Kong and Macau.
Spouses from mainland China, Hong Kong and Macau totaled 393,743, or 63.22%; of these, 369,709 were from mainland China and 24,034 from Hong Kong and Macau.
The 10,000 cash payout is coming! Finance Ministry reveals earliest deposit date; see the 5 ways to collect and the steps for withdrawing cash at post offices and ATMs
Published ・ Source Taiwan | 風傳媒
Finance Ministry Deputy Minister 陳勇勝 said the nationwide cash payout of 10,000 per person is being targeted for distribution before the Lunar New Year next year. The Executive Yuan has submitted the FY116 general budget proposal to the Legislative Yuan for review, with 3.9266 trillion yuan budgeted, including 235.7 billion yuan for the payout.
Facts
The nationwide cash payout of 10,000 per person is targeted to begin before the Lunar New Year next year.
The Executive Yuan submitted the FY116 central government general budget proposal to the Legislative Yuan at the end of August, with revenue and expenditure both budgeted at 3.9266 trillion yuan.
NT$235.7 billion in the 116 annual central government budget is earmarked for a universal NT$10,000 payment
The Legislative Yuan referred next year's general budget bill to committee on Oct. 2
KMT caucus whip Fu Kun-chi argues that NT$20,000 should be distributed to everyone first this year to boost domestic demand
Premier Cho Jung-tai says the government must still reserve resources for investment in technology, economic development and other national needs
The payment is expected to use the same 5 channels: registration for direct deposit, cash withdrawal at ATMs, in-person service at post offices, direct deposit and distribution based on household registers
The Ministry of Finance reminds the public that government agency websites must end in “.gov.tw”; the government will not proactively send text messages or emails notifying people to collect money