# AI News 180m Report｜2026-10-06 12:00–15:00 JST｜Page 7 of 8

One place for news and notices from 2 countries/regions: Japan, 523 items from 1 source; Taiwan, 210 items from 8 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Beijing Watch: Golden Week crowds flood destinations around the world! Chinese tourists' “K-shaped spending”: economic anxiety among travel-budget strategists?

- Published: 2026-10-06T13:15:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169779
- Article page: https://ainews.idaeo.ai/a/4263341-en.html
- anchor: #n3223357
- Companies mentioned: 方德證券、攜程、Dragon Trail

Outbound travel from China surged during this year's Golden Week, but spending showed a K-shaped divide. Data from 方德證券 and Dragon Trail show that while people were eager to travel abroad, per-person spending was under pressure and lodging budgets clustered in lower and mid-priced tiers, highlighting a trend toward carefully budgeted travel amid economic anxiety.

Facts:
- Data from China's Civil Aviation Administration show international air ticket bookings rose 22.5% year over year
- Flights on long-haul routes, including the U.K., Germany and Spain, increased 15%
- Average spending per person per trip during last year's Golden Week was only about 911 yuan, a nearly three-year low
- A Dragon Trail survey found that only 5% of outbound travelers planned to stay in luxury hotels
- More than half of outbound travelers budgeted less than 1,000 yuan per night
- Mid-range and economy lodging accounted for more than six-tenths
- Platforms including 攜程 showed a sharp increase in hotel bookings of 7 nights or more
- The 218-yuan short-drama experience at Hengdian World Studios sold out

## Toyota and Lexus also make the list! Don't buy these 8 “Japanese car models to avoid,” Japanese experts confirm: they guzzle fuel and cost a fortune

- Published: 2026-10-06T13:13:35+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169928
- Article page: https://ainews.idaeo.ai/a/4263330-en.html
- anchor: #n3223358
- Companies mentioned: Toyota、Lexus、Nissan

Japanese media published a ranking of the least fuel-efficient domestically produced cars based on WLTC tests. The top ten ranged from the Toyota Land Cruiser 250 (7.5 km/L) to the Nissan Skyline (10.0 km/L). Most of the models are performance, off-road or load-bearing vehicles, for which fuel efficiency is not a primary selling point, and fuel consumption differences among models in the same class are minimal.

Facts:
- A difference of 2.5 km/L from the top-ranked model
- A gap of just 0.3 km/L
- A difference of just 1.0 km/L

## 鴻海's monthly revenue tops 1 trillion for the first time! September hits 1.16 trillion, setting a record for a Taiwanese company; strong AI demand drives shipments, with the Q4 peak season outlook remaining bright

- Published: 2026-10-06T13:11:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170108
- Article page: https://ainews.idaeo.ai/a/4263342-en.html
- anchor: #n3223359
- Companies mentioned: 鴻海、台積電、聯發科

鴻海9月合併營收達1兆1,586.33億元，首度突破兆元大關，成為台灣首家單月營收破兆的企業；第三季及累計前9月營收亦同步改寫歷年同期新高。

Facts:
- 鴻海第三季合併營收約3兆269億元，季增20.44%、年增47.12%，創歷年同期新高。
- 鴻海累計今年前9月營收約7兆6,698億元，年增39.53%，改寫歷年同期紀錄。
- All four major product categories grew in September compared with the previous month. Cloud and networking products benefited from strong demand for AI products, while consumer smart products were driven by new product launches.
- 鴻海 shares opened at NT$263 on the morning of the 6th, reached a high of NT$266.5, up 4.92%, then briefly fell to NT$253.5 intraday, turning from gains to losses.
- 鴻海 said in its Q4 outlook that AI-related businesses are expected to continue growing, ICT products are entering the traditional peak season in the second half of the year, and overall operations are expected to meet market expectations.

## 今日（10/6）重點新聞！老農津貼大加碼？最新調幅修法進度曝光／1交通新制「今天正式上路」違規重罰1200元／今起「領10000元」旅遊獎勵

- Published: 2026-10-06T13:04:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170110
- Article page: https://ainews.idaeo.ai/a/4263343-en.html
- anchor: #n3223360
- Companies mentioned: 風傳媒、全聯、ECOCO、全家、慈濟

風傳媒 has compiled the top news for October 6, covering legislative battles over amendments to the farmers' pension allowance, Taipei's new parking rules for large motorcycles, Taichung's group travel incentives for the Flower Carpet Festival, Double Ninth Festival gifts for seniors in various counties and cities, 全聯 recycling machines, 沈伯洋's campaign publicity battle, the 慈濟 case investigation, and weather and typhoon updates.

Facts:
- The current full farmers' pension allowance is NT$8110 per month. The Executive Yuan proposes NT$10000 per month, the Kuomintang caucus and Taiwan People's Party caucus propose NT$15000, and a Democratic Progressive Party legislator has put forward a NT$12000 version.
- Starting October 6, Taipei will allow large motorcycles (red-plate and yellow-plate) to park in about 63,000 public metered curbside motorcycle spaces. The first 20 minutes in time-limited spaces are free; parking from the 41st minute onward is a violation, punishable by a maximum fine of NT$1200.
- The Taichung City Government's Tourism and Travel Bureau has launched the "2026 Taichung International Flower Carpet Festival Group Travel Incentive." Each group may apply for NT$10000, with a total of 70 groups eligible. Online registration opens October 6, and applications are limited to licensed travel agencies.
- The Double Ninth Festival falls on October 18. Taitung County will distribute NT$2000 in senior citizen gifts to each person from October 8 through November 2. Seniors aged 65 to 89 in Taimali Township can receive a total of NT$4000.
- 全聯 and ECOCO have partnered to install smart recycling machines. People can earn 1000 points by depositing empty bottles and redeem them for NT$50 in shopping credit.
- Democratic Progressive Party Taipei mayoral candidate 沈伯洋 appeared at MRT Zhongxiao Fuxing Station on the 6th to hand out campaign material called "順報," challenging 蔣萬安 to face off directly in their first debate over drug policy.
- In the 慈濟 BNT vaccine procurement fraud case, notes were found containing the entry "DPP 100萬" on 4 occasions, in records belonging to 陳昱瑄 and 陳俞樺. Sources said the 100萬 was believed to refer to US dollars.
- None of the 3 typhoons at sea (彩雲, 諾洛 and 小熊) are expected to head toward Taiwan. From the 7th to the morning of the 9th, radiative cooling is expected to bring lowland temperatures down to 16 degrees.

## Tech talk》華爾街日報 predicts: 蘋果 should watch out! Facebook's army of AI devices is coming straight for the core of the iPhone!

- Published: 2026-10-06T13:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169904
- Article page: https://ainews.idaeo.ai/a/4262504-en.html
- anchor: #n3222749
- Companies mentioned: 華爾街日報、Needham、Meta、蘋果

華爾街日報 cited a report by Needham analyst Laura Martin saying Meta CEO Mark Zuckerberg is launching a plan to directly challenge 蘋果's core business with AI devices such as wearable keys and glasses, which could replace the iPhone as a new way for consumers to interact with technology.

Facts:
- A report by Needham investment bank analyst Laura Martin, cited by 華爾街日報
- Meta CEO Mark Zuckerberg is launching a plan to develop products that "directly challenge" 蘋果's core business
- Meta recently announced the launch of wearable keys and glasses
- These devices could replace the iPhone as a new way for consumers to interact with technology
- The original report was published by 華爾街日報

## Age 63 and receiving labor insurance benefits: Can you no longer pay into the national pension? How to claim retirement benefits for the best deal: A calculation of labor insurance and national pension contribution periods and monthly payments

- Published: 2026-10-06T12:59:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170111
- Article page: https://ainews.idaeo.ai/a/4262502-en.html
- anchor: #n3222750
- Companies mentioned: 風傳媒

The Bureau of Labor Insurance under the Ministry of Labor reminds the public that, starting October 1, 2023, people receiving old-age benefits from social insurance may no longer enroll in national pension insurance. However, national pension contribution periods already accrued will remain on record until age 65, when benefits can be claimed. This article calculates how a 63-year-old worker can claim old-age annuity benefits from labor insurance and the national pension.

Facts:
- Starting October 1, 2023, people who have received old-age benefits from relevant social insurance programs may no longer enroll in national pension insurance
- Previously accrued national pension contribution periods will not disappear; at age 65, people can still apply for an old-age annuity based on their existing contribution period
- The labor insurance old-age annuity is calculated using the average monthly insured salary over the highest 60 months and the contribution period; applicants may choose the more favorable of two formulas
- For an average monthly insured salary of NT$40,000 and a labor insurance contribution period of 30 years, the second formula yields about NT$18,600 per month
- The national pension monthly insured amount is NT$21,103. Formula A is monthly insured amount × years of contributions × 0.65% + NT$4049; Formula B is monthly insured amount × years of contributions × 1.3%
- For example, with a 15-year national pension contribution period and eligibility for Formula A, the monthly amount would be about NT$6107
- Under the new labor pension system, employers must contribute at least 6% of wages each month to an individual pension account for each worker
- For the deferred labor insurance annuity, delaying a claim by 1 year increases the benefit by 4%, up to a maximum increase of 20%

## Check your wallet! "10 credit cards" confirmed to be discontinued: 中信, 玉山, 台新… Changes at 5 major banks: card discontinuation/replacement dates and benefit changes

- Published: 2026-10-06T12:55:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169797
- Article page: https://ainews.idaeo.ai/a/4262505-en.html
- anchor: #n3222751
- Companies mentioned: 中國信託、台新銀行、玉山銀行、華南銀行、新光銀行、三商美邦人壽、統一集團、夢時代、義大世界、勤美天地、雙北市牙醫師公會、MUJI無印良品、台新證券、全家、台北市立動物園、台新金控、新光金控

In the second half of 2026, a total of 10 co-branded and affinity cards from 5 major domestic card issuers will be discontinued, canceled or converted. Reasons include financial institution mergers (the merger between 台新金控 and 新光金控), the expiration of co-branding agreements, and changing payment habits.

Facts:
- In the second half of 2026, a total of 10 co-branded and affinity cards from 5 major card issuers will be discontinued, canceled or converted.
- The 台新三商美邦 co-branded card will switch to the Richart card model starting October 1, 2026, offering up to 3.8% cashback at designated merchants and 1.3% on insurance premiums.
- The 新光義大世界 co-branded card will stop accepting new applications starting October 30, 2026, with 台新銀行 taking over card issuance afterward.
- The 中信勤美天地 co-branded card partnership will end on October 31, 2026, and the card will be discontinued starting November 1. People who used it in the past 1 year, as well as cardholders who hold only this card, will be issued a standard 中國信託 card.
- Membership benefits for the 玉山雙北市牙醫師公會 card will end completely starting January 1, 2027, and the bank will not issue a replacement card.
- The 中信MUJI無印良品 co-branded card partnership will end on December 31, 2026, and the card will become invalid starting January 1, 2027. Issuance of MUJI Dollar has already stopped, effective January 1, 2026.
- The 台新全家Fish悠遊 co-branded card will officially be renamed the "全家Richart co-branded card" starting September 15, 2026.

## LINE announces it is ending "1 useful feature"! It will no longer be free starting this date; launch date revealed

- Published: 2026-10-06T12:46:51+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170104
- Article page: https://ainews.idaeo.ai/a/4262507-en.html
- anchor: #n3222752
- Companies mentioned: LINE、自由時報、ETtoday

LINE announced that its "edit message" feature will become exclusive to paid LINE Premium members starting October 20, ending its free trial. The monthly fee is NT$165, and users must update to version v.26.14.0 or later. Japan will also get 3 new features this fall: scheduled messaging, call recording and advanced blocking.

Facts:
- LINE's "edit message" feature will no longer be free starting October 20
- The "edit message" feature will become exclusive to paid LINE Premium members
- LINE Premium costs NT$165 per month
- After October 20, the app must be updated to v.26.14.0 or later to use the edit message feature
- Messages edited before October 20 will not be reverted
- Free users can unsend messages in regular chats within 1 hour of sending them
- The unsend period in LINE group chats remains 24 hours
- LINE Premium members can extend the message unsend period to 7 days

## What benefits are available to seniors aged 65 and older in Taipei and New Taipei in 2026? Senior cards, health insurance subsidies, holiday gifts… A quick guide to 15 subsidies in Taipei and New Taipei

- Published: 2026-10-06T12:43:34+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170105
- Article page: https://ainews.idaeo.ai/a/4262509-en.html
- anchor: #n3222753
- Companies mentioned: 牙醫師公會、伊甸基金會

The Taipei and New Taipei city governments have released a comprehensive 2026 guide to benefits for seniors aged 65 and older, covering 15 subsidy programs, including 600 points on senior cards, Double Ninth Festival gifts, and health insurance subsidies of up to NT$826 per month. The programs reflect the two cities' senior care policies amid a super-aged society.

Facts:
- Senior cards in both Taipei and New Taipei provide 600 free points each month (1 point = NT$1). Points are valid only for that month and cannot be exchanged for cash
- Starting July 2026, Taipei's Senior Citizen EasyCard will increase from 480 to 600 points per month
- New Taipei's Double Ninth Festival gift for people aged 100 and older is NT$20,000, the highest among the six special municipalities
- Taipei provides a health insurance premium subsidy of up to NT$826 per senior per month
- New Taipei City’s 2026 subsidy for residential care institutions has increased to a maximum of NT$15,000 per month and NT$180,000 per year, with no income cap.
- Taipei City’s living allowance for low- and middle-income older adults provides NT$8,329 per month to those whose household’s average monthly income per person is NT$29,635 or less.
- The additional amount for the A-type old-age benefit under the National Pension has risen to NT$4,049 starting in 2024.
- Families employing foreign caregivers can apply for respite services and short-term substitute care, worth up to NT$120,120 per year.

## You can tell they’re Taiwanese at a glance！This “one gesture” resonated with 30,000 people：the habit is ingrained in their bones.

- Published: 2026-10-06T12:39:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170094
- Article page: https://ainews.idaeo.ai/a/4262511-en.html
- anchor: #n3222754
- Companies mentioned: Threads

A user recently asked on the social media platform Threads what “unspoken understandings among Taiwanese people” there are, sparking lively discussion and resonating with more than 40,000 people. “Laying a tissue under utensils when eating out” topped the list with nearly 30,000 likes. “Drinking the last sip of water before leaving a restaurant” came second with 17,000 likes, “rounding up the change at a convenience store” received 14,000 likes, and “pretending to use the tongs twice at a bakery” got 11,000 likes. Users said these are all everyday reflexes ingrained in Taiwanese people’s DNA.

Facts:
- The post has received more than 40,000 likes.
- Nearly thirty thousand likes.
- “Drinking the last sip of water” also ranked second with 17,000 likes.
- A total of 14,000 likes.
- It also received 11,000 likes.

## Tsai Kang-yung’s involvement with Yang Liu draws backlash；BBC reviews cases of Chinese businesses “cutting ties over Taiwan independence”.

- Published: 2026-10-06T12:39:27+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170082
- Article page: https://ainews.idaeo.ai/a/4262513-en.html
- anchor: #n3222755
- Companies mentioned: 浙江零跑汽車、時尚芭莎、環球時報、人民日報、民進黨、中國國民黨、黑熊學院、陸委會

台灣知名主持人蔡康永現身民進黨沈伯洋台北市長競選總部成立大會，引發中國大陸網民強烈反彈並登上微博熱搜；曾與其合作的浙江零跑汽車發聲明切割，強調蔡康永非代言人並下架相關內容，《時尚芭莎》亦刪除其9月專訪。BBC藉此盤點近年中國商界因「台獨」立場爭議而與台灣藝人「割席」的多起案例。

Facts:
- Tsai Kang-yung is 64 years old.
- Peng Di, a military and political blogger known as “終南劍客” with 1.76 million followers.
- Tsai Kang-yung currently has about 36 million followers on Weibo.
- The video received more than 9,600 likes on WeChat.
- It was reposted more than 1,700 times.
- At least four mainland brands terminated their contracts with him and “cut ties.”
- Taiwan will hold local elections in late November.
- In 2016, Chou Tzu-yu became embroiled in a political controversy after waving the flag of the Republic of China.
- In 2018, the “Taiwan independence speech” by award-winning Taiwanese documentary director Fu Yu sparked a political controversy.
- In 2021, “Little S” Dee Hsu, who had worked closely with Tsai Kang-yung.
- In 2022, Hebe Tien sparked controversy with social media posts and song lyrics.
- In 2023, “Little S’s” daughter Elly Hsu said “English is my mother tongue” while answering a question from an internet user.

## Revisiting Shen Boyang’s “marijuana legalization” article from 12 years ago, Lo Chih-chiang poses one question of conscience：Do you still support it？

- Published: 2026-10-06T12:33:11+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170101
- Article page: https://ainews.idaeo.ai/a/4262506-en.html
- anchor: #n3222756

Kuomintang legislator Lo Chih-chiang posted on Facebook, citing statements on “marijuana legalization” in a 2014 article by Democratic Progressive Party Taipei mayoral candidate Shen Boyang and challenging him over them. He also directed related questions at New Taipei mayoral candidate Su Ch巧慧, making drug policy a focus of the Taipei and New Taipei mayoral election campaigns.

Facts:
- In a reposted article from 2014, Shen Boyang argued that the marijuana problem should be addressed through legalization.
- Shen Boyang accused the Kuomintang camp of “pure fabrication” and said he would take legal action.
- Marijuana is classified as a Category 2 narcotic in Taiwan, alongside amphetamines and ecstasy (MDMA).
- Kuomintang legislators deployed a large LED advertising truck around Taipei City to broadcast “anti-drug supply” messages.
- Lo Chih-chiang directed two questions at New Taipei mayoral candidate Su Ch巧慧.
- Shen Boyang is the Democratic Progressive Party’s Taipei mayoral candidate.

## Retired at 65, then rehired by your company：What happens to your labor insurance？Some can stay insured, while others cannot；here’s the difference.

- Published: 2026-10-06T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169411
- Article page: https://ainews.idaeo.ai/a/4262512-en.html
- anchor: #n3222759

The Bureau of Labor Insurance under the Ministry of Labor says that whether workers rehired after retiring at over 65 can remain covered by labor insurance depends on their previous coverage record and whether they have received old-age benefits. Occupational accident insurance remains mandatory, however, and employers who violate the rules can be fined up to NT$100,000.

Facts:
- Workers who are over 65 and continue working may remain covered by labor insurance.
- Insured persons who have received old-age benefits may not rejoin labor insurance.
- People who have never been covered by labor insurance before age 65 may not join after being hired at 65 or older.
- For workers employed by a registered employer, occupational accident insurance coverage takes effect on their first day of work, with no age limit at 65.
- Employers who fail to register middle-aged and older workers for occupational accident insurance as required may be fined between NT$20,000 and NT$100,000, and the reason for the violation will be made public.
- 截至2026年7月底，已領取勞保老年給付後又重新投入職場並參加職災保險者已有63萬餘人，其中65歲以上有34萬4千餘人。
- The Bureau of Labor Insurance under the Ministry of Labor issued a related reminder on September 29, 2026.

## Finance buzz：These nine stocks could lead the next AI rally；it’s not just chip stocks—real estate stocks are on the list, too！

- Published: 2026-10-06T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169898
- Article page: https://ainews.idaeo.ai/a/4262510-en.html
- anchor: #n3222758
- Companies mentioned: 德意志銀行、Deutsche Bank、亞馬遜、Google、Meta、Lumentum、Compass

德意志銀行第四季《Fresh Money》報告由分析師索夫點出九支引領AI下一波行情的股票，除亞馬遜、Google、Meta外，也涵蓋光學元件廠Lumentum與地產平台Compass。

Facts:
- 德意志銀行最新公布第四季《Fresh Money》報告點出九支股票可能引領AI下一波行情。
- Analyst Benjamin Soff said 亞馬遜, Google and Meta will continue to benefit.
- Optical components maker Lumentum (LITE) has significantly greater profit opportunities due to supply shortages.
- Real estate transaction platform Compass is using AI to build stronger earnings potential.
- The full report is available only to VVIP members.

## Is the price of one Taiwanese vegetable about to crash？“Farmers planted 5.87 million, raising a red flag”；the Agriculture and Food Agency estimates this is when it will be cheapest to buy.

- Published: 2026-10-06T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170037
- Article page: https://ainews.idaeo.ai/a/4262508-en.html
- anchor: #n3222757

The Agriculture and Food Agency warned that cabbage seedling supply reached 5.874 million in mid-September, up 6% from the same period in the past 3 years and triggering the first red alert. A large volume is expected to hit the market in late November, when prices could face severe downward pressure.

Facts:
- Cabbage seedling supply reached 5.874 million in mid-September, triggering the first red alert.
- The threshold for a purple alert is 6 million seedlings.
- Seedling supply in mid-September was up 6% from the same period in the past 3 years.
- Cabbages are expected to begin reaching the market in late November.
- The wholesale price of cabbage at the Taipei market on October 3 was NT$53.1 per kilogram.
- The price of domestically grown early-autumn cabbage once peaked at NT$65 per kilogram and bottomed out at only about NT$5 per kilogram.
- A red alert means the area farmers have planted has reached the upper limit of reasonable demand.
- In recent years, the Agriculture and Food Agency has shifted its measures to stabilize production and sales from plowing subsidies to early warning and guidance, along with diversified production and sales adjustments.

## 台灣8月離婚率飆破9成？超多人挑「這天」結婚 戶政司統計數據一次看

- Published: 2026-10-06T12:29:19+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170098
- Article page: https://ainews.idaeo.ai/a/4262514-en.html
- anchor: #n3222760
- Companies mentioned: MyGoPen、TikTok

事實查核平台MyGoPen調查網傳「台灣8月離婚率超過9成」訊息，確認原始出處為TikTok用戶短片，且該比率在統計學上不具意義，各縣市數據也與內政部戶政司實際數據不符。

Facts:
- As of the end of August this year, Taiwan’s population was 23,224,721, down by about 12,000 from July.
- Taiwan's population has declined for 32 consecutive months
- An online claim says Taiwan recorded 4,452 marriages and 4,122 divorces in August 2026, putting the divorce ratio for the month at 92.6%.
- The chart circulating online originally appeared in a short video posted late last month by TikTok user “best.buy5907”.
- New Taipei City recorded 865 marriages and 780 divorces in August.
- Using the same calculation would lead to the erroneous conclusion that Taoyuan City’s divorce rate exceeded 100% in August.
- The seventh month of the lunar calendar this year began on August 13 in the Gregorian calendar.

## Left-wing policies have a stronger effect on driving prices up than war；Trump says “refineries” are to blame for persistently high oil prices；Ukraine destroys them, while the left blocks new construction.

- Published: 2026-10-06T12:27:41+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170097
- Article page: https://ainews.idaeo.ai/a/4262515-en.html
- anchor: #n3222761

On Oct. 5, U.S. President Trump posted on Truth Social, attributing recent high gasoline prices to disruptions in refining capacity. He singled out Ukrainian attacks on Russian refineries and refinery closures in California, emphasizing that crude oil shipments through the Strait of Hormuz are no longer the main factor driving prices.

Facts:
- On Oct. 5, U.S. President Trump said gasoline prices remain relatively high, but the main cause is no longer the war with Iran or the situation in the Strait of Hormuz.
- The volume of crude oil transported through the Strait of Hormuz each day has increased significantly.
- Ukraine’s Defense Ministry said on the 5th that Ukrainian military attacks have affected more than half of Russia’s oil refining capacity.
- The planned closure of 2 refineries will reduce California’s total refining capacity by about 17%.
- Brent crude was about $72 per barrel at the start of the third quarter, then briefly topped $100 per barrel in July.
- U.S. Energy Secretary Chris Wright said on the 5th that the war between Russia and Ukraine has had a particularly clear effect on diesel prices.

## 全台最多人「同名同姓」的是誰？第1名超過5700人，男性冠軍超過4000人

- Published: 2026-10-06T12:24:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170095
- Article page: https://ainews.idaeo.ai/a/4262516-en.html
- anchor: #n3222762

The Ministry of the Interior’s Department of Household Registration published the 2023 Statistical Analysis of National Names, identifying Chen Yijun as the most common full name among women in Taiwan, with 5,744 people, and Chen Guanyu as the most common among men, with 4,021 people. The report also revealed naming trends across generations.

Facts:
- The most common full name in Taiwan is Chen Yijun, shared by 5,744 people.
- The most common full name among men is Chen Guanyu, shared by 4,021 people.
- The 10 most common surnames in Taiwan, in order, are Chen, Lin, Huang, Zhang, Li, Wang, Wu, Liu, Cai and Yang. Together, they are shared by 12,339,778 people, or 52.79% of Taiwan’s population.
- The most common male given name in Taiwan is Jiahao, shared by 14,038 people; the most common female given name is Shufen, shared by 31,879 people.
- Compared with the 2018 (ROC year 107) name statistics, the rankings of the 10 most common full names among women have not changed.
- Among those born from ROC years 90 to 99, Cheng’en was the most popular male name.
- Among those born in ROC year 110, Enshuo was the most popular male name and Pinyan the most popular female name.

## 台積電 has surged, but is there still 27% upside? 高盛’s target price: The real surprise lies in “2 major demand drivers”

- Published: 2026-10-06T12:24:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170089
- Article page: https://ainews.idaeo.ai/a/4262517-en.html
- anchor: #n3222763
- Companies mentioned: 台積電、高盛、瑞穗證券、英特爾、Terafab

In its latest report, 高盛 maintained its “Buy” rating on 台積電 (2330) and raised its target price from 3,100 yuan to 3,300 yuan. Based on 台積電’s intraday high of 2,590 yuan on the 6th, the potential upside is about 27.4%. 高盛 said AI demand is expanding across GPUs, AI ASICs, networking chips and server CPUs, and it is optimistic that agentic AI will drive CPU demand. It forecasts revenue growth of 42% and 36.9% in 2026 and 2027, respectively, with gross margins of 67.2% and 67.5%. It also raised its capital expenditure estimates for 2027 and 2028 to $85 billion and $98 billion, respectively. In addition, 台積電 and Elon Musk’s Terafab chip manufacturing project are still in talks, while the market is also watching the Oct. 15 earnings conference and issues including outsourcing demand from 英特爾.

Facts:
- The target price was raised from 3,100 yuan to 3,300 yuan.
- Based on 台積電’s intraday high of 2,590 yuan today (the 6th)
- Potential upside of about 27.4%
- 台積電’s revenue is expected to grow 42% in 2026 and 36.9% in 2027.
- Gross margins are expected to reach 67.2% and 67.5%, respectively.
- 台積電’s revenue in the third quarter of this year is expected to rise 15.3% quarter over quarter.
- It is expected to rise another 11% quarter over quarter in the fourth quarter.
- The 2027 capital expenditure estimate was raised from the previous forecast of $78 billion to $85 billion.
- The estimate for 2028 was raised from $82 billion to $98 billion.
- Advanced-process prices are expected to rise by 5% to 10% next year.
- 台積電 is scheduled to hold its third-quarter 2026 earnings conference on Oct. 15.
- 台積電 is scheduled to announce its September revenue on Oct. 8.

## 新航、全日空輸了！全球最佳航空「台灣這1間最乾淨奪冠」，乘客讚：座位舒適設備新、飛機餐好吃

- Published: 2026-10-06T12:18:34+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169798
- Article page: https://ainews.idaeo.ai/a/4262518-en.html
- anchor: #n3222764
- Companies mentioned: 星宇航空、STARLUX Airlines、長榮航空、EVA Air、中華航空、China Airlines、新加坡航空、Singapore Airlines、全日空、ANA All Nippon Airways、海南航空、Hainan Airlines、國泰航空、Cathay Pacific、卡達航空、Qatar Airways、日本航空、Japan Airlines、大韓航空、Korean Air、Skytrax、Travel + Leisure

Skytrax released its 2026 ranking of the “World’s Cleanest Airlines,” with Taiwan’s 星宇航空 taking the No. 1 spot worldwide, ahead of industry leaders including 新加坡航空 and 全日空. 長榮航空 and 中華航空 also placed No. 6 and No. 9, respectively, putting all 3 of Taiwan’s major airlines in the top 10—a rare feat.

Facts:
- 星宇航空 beat international industry leaders including 新加坡航空 and 全日空 to take the No. 1 spot in Skytrax’s 2026 “World’s Cleanest Airlines” ranking.
- 長榮航空 ranked No. 6 in Skytrax’s 2026 ranking of the world’s cleanest airlines, while 中華航空 ranked No. 9.
- All 3 of Taiwan’s major domestic airlines made the top 10 in Skytrax’s 2026 ranking of the world’s cleanest airlines.
- Asian airlines claimed 9 spots in the top 10 of Skytrax’s 2026 ranking of the world’s cleanest airlines.
- 星宇航空 officially began operations in January 2020 and currently mainly uses a new-generation fleet of Airbus A321neo, A330neo and A350 aircraft.
- 星宇航空’s flagship A350 aircraft features Taiwan’s only 4-seat enclosed first-class suite, equipped with personal wardrobes and dedicated beverage cabinets, as well as seats with a “zero-gravity” mode based on NASA technology concepts.
- Earlier this year, 星宇航空 earned Skytrax’s top “5-Star Airline” certification for the second time.

## 打疫苗還能抽黃金？符合「這資格」就能抽 流感、新冠兩劑都打中獎率加倍

- Published: 2026-10-06T12:14:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170088
- Article page: https://ainews.idaeo.ai/a/4262519-en.html
- anchor: #n3222765

新北市政府為提升長者疫苗接種率，於2026年10月1日至12月31日推出「流感新冠作伙打、新北長者抽黃金」活動，設籍新北市65歲以上長者於指定場域接種公費流感或新冠疫苗即可取得抽黃金資格。

Facts:
- 新北市政府推出「流感新冠作伙打、新北長者抽黃金」活動，活動期間為2026年10月1日至12月31日，接種公費疫苗即自動取得抽獎資格
- Residents registered in New Taipei City who are aged 65 or older qualify for the draw after being vaccinated at a designated location; no additional registration is needed.
- 流感、新冠兩種疫苗都接種可同時取得兩組抽獎資格
- 抽獎預計於2026年11月、12月及2027年1月各舉辦一場，共3場，每場分「流感組」及「新冠組」，每組45人，合計270個得獎名額
- Those who do not win in a given draw will retain their eligibility until the final draw.
- The draw will be livestreamed on the New Taipei City Department of Health’s “New Taipei Health” Facebook page, with a practicing lawyer witnessing the entire event in person.
- Prizes valued at NT$1,000 or more must be declared for individual comprehensive income tax purposes. Prizes valued at NT$20,000 or more are subject to 10% withholding tax on lottery winnings.
- New Taipei City’s publicly funded COVID-19 vaccination program in 2026 uses the Moderna XFG vaccine and begins on Oct. 1. Eligible groups include people aged 65 and older, Indigenous people aged 55 and older, pregnant women, and parents or caregivers of infants under 6 months old.

## From salon brand to beauty industry platform! GOVIN高芬美學集團 integrates talent development and franchising to expand its chain business

- Published: 2026-10-06T12:11:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/5560791
- Article page: https://ainews.idaeo.ai/a/4262503-en.html
- anchor: #n3222766
- Companies mentioned: GOVIN高芬美學集團

After 26 years in business, GOVIN高芬美學集團 is opening its doors to franchisees for the first time. At the 2026 Taiwan International Franchise Exhibition, it met with 250 prospective franchisees, 27 of whom signed letters of intent to franchise. It also introduced 2 store formats: GOVIN flagship stores and GOVIN SKIN.

Facts:
- GOVIN高芬美學集團, founded 26 years ago, is opening its doors to franchisees for the first time in 2026.
- During the 4-day 2026 Taiwan International Franchise Exhibition, GOVIN met with 250 prospective franchisees, and 27 signed letters of intent to franchise.
- According to 2023 statistics, Taiwan had about 35,000 hairdressing and beauty businesses, with annual sales totaling NT$46.6 billion.
- GOVIN高芬 offers 2 store formats: the GOVIN flagship store, combining hairdressing with scalp and skin care, and GOVIN SKIN, focused on scalp and skin care.
- GOVIN旗艦店從前期接觸到確認合作，部分案件可能需要半年至一年。
- GOVIN高芬 plans to use Taiwan as its operating hub and is assessing plans to develop academies and salons in Malaysia and Singapore.

## The Wall Street Journal: The next-generation battlefield essential for U.S. soldiers: smartphones

- Published: 2026-10-06T12:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170079
- Article page: https://ainews.idaeo.ai/a/4262521-en.html
- anchor: #n3222767
- Companies mentioned: SpaceX、Starlink、Starshield、Stryker、Zoom、美國企業研究所（American Enterprise Institute）、政府問責辦公室（Government Accountability Office）

The U.S. Army is advancing its Next Generation Command and Control (NGC2) program, integrating smartphones, networked radios, drone reconnaissance and Starlink’s military-grade “Starshield” satellite terminals into frontline units. The goal is to enable dispersed forces to maintain reliable communications and gain real-time situational awareness across the battlefield. The program was fully tested for the first time in the jungles of Indonesia, highlighting a potential future use in a conflict with China in the Pacific. More than 80 companies are now involved. The Army has requested approximately $3.8 billion for fiscal year 2027 and expects to roll out the system across its 450,000 active-duty personnel by 2032, though congressional oversight bodies and retired generals remain concerned about the schedule and cost.

Facts:
- More than 80 companies are now providing technical support for NGC2.
- NGC2 to be rolled out across the U.S. Army, which has approximately 450,000 active-duty personnel.
- The process is not expected to be completed until 2032.
- In its fiscal year 2027 budget request, the Army sought approximately $3.8 billion for the NGC2 program.
- Initial testing of the NGC2 concept began in 2024.
- In the fiscal year 2027 budget request.
- The U.S. military’s main command post is typically a tent facility staffed by 250 to 300 people.
- Temperatures at the time were around 90 degrees Fahrenheit (approximately 32.2 degrees Celsius).
- The process took only about 30 seconds during the exercise.
- In the tech world, six years is long enough for everything to change.

## Tsai Kang-yung attends Shen Po-yang rally, denounced as “filthy” by Chinese media; Lee Yuan asks, “Is it really that serious?”

- Published: 2026-10-06T12:04:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170081
- Article page: https://ainews.idaeo.ai/a/4262525-en.html
- anchor: #n3222768
- Companies mentioned: 北京時間

Host Tsai Kang-yung attended a campaign rally for Democratic Progressive Party Taipei mayoral candidate Shen Po-yang, drawing attacks from Chinese state media and internet users, and his Weibo account was wiped. Culture Minister Lee Yuan voiced support, stressing the importance of respecting freedom of expression; Wayne Chiang then invited Tsai Kang-yung to attend his own campaign event.

Facts:
- Tsai Kang-yung appeared on October 4 at the campaign headquarters opening event for Democratic Progressive Party Taipei mayoral candidate Shen Po-yang.
- Mainland Chinese state media outlet 北京時間 criticized Tsai Kang-yung with the word “filthy” and accused him of supporting Taiwan independence advocates.
- Tsai Kang-yung’s Weibo account had more than 36 million followers, but after the incident all his posts disappeared and his following count fell to zero.
- Tsai Kang-yung personally replied in a comment: “The wind disappears when it stops blowing, but the seeds it carries remain.”
- Culture Minister Lee Yuan said on October 6 that he did not understand why such an ordinary event had prompted such a strong reaction.
- Lee Yuan stressed that everyone’s freedom to attend any event should be respected and not interfered with.
- Taipei Mayor Wayne Chiang publicly invited Tsai Kang-yung on October 5 to attend his own campaign event, promising to arrange a spot in the “rock zone.”
- After the Tsai Kang-yung incident erupted, a Chinese automaker that had previously worked with him distanced itself and took down related advertisements.

## Shen Po-yang hands out campaign “newspapers” at an MRT station and challenges Wayne Chiang: Let’s debate drug policy in the first televised debate.

- Published: 2026-10-06T12:03:29+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170084
- Article page: https://ainews.idaeo.ai/a/4262522-en.html
- anchor: #n3222769
- Companies mentioned: TVBS、民視、三立、鏡電視、想想論壇、民進黨

Shen Po-yang, the 民進黨 candidate for Taipei mayor, handed out “Shunbao” campaign materials at Zhongxiao Fuxing MRT Station on the 6th and stated his positions on televised debates, drug policy, LGBTQIA+ issues and the Twin Cities Forum.

Facts:
- Shen Po-yang appeared at Zhongxiao Fuxing MRT Station on the 6th and personally handed out new printed campaign materials called “Shunbao.”
- “Shunbao” covers everyday municipal issues and Taipei’s capital-area hiking trail culture, and includes a QR code for the online feature “Mayor, listen up.”
- Shen Po-yang has signed debate letters of intent with several media outlets, including TVBS, 民視, 三立 and 鏡電視.
- The central message of Shen Po-yang’s article published 12 years ago in 想想論壇 was “treatment and rehabilitation for people with drug addiction.”
- Community rehabilitation measures mentioned in the article, such as methadone substitution therapy and clean-needle collection, are currently part of the regular work of Taipei City Hospital, health centers and community pharmacies.
- Shen Po-yang has accepted an invitation to an LGBTQIA+ civic forum organized by drag queen Sandra.
- Shen Po-yang says the condition for continuing the Twin Cities Forum is that “there must absolutely be no political preconditions.”

## 北捷「1隱藏免費功能」曝光！通勤族讚方便貼心：根本德政、很多人還不知道

- Published: 2026-10-06T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169188
- Article page: https://ainews.idaeo.ai/a/4261576-en.html
- anchor: #n3222360
- Companies mentioned: 北捷

有網友在Threads分享，在捷運遇到行為失控的乘客時，使用北捷官網的AI客服機器人即時通報功能，3秒內即有工作人員上車，引發熱議並被讚為「德政」。

Facts:
- 原PO在Threads發文表示，在捷運上遇到行為失控的乘客，使用北捷官網即時通報功能
- The original poster submitted a report at 9:37, and staff wearing yellow vests boarded 3 seconds later to respond.
- To submit a report, click the robot icon in the lower-right corner of the website, connect to the AI customer service, select “I want to report an incident,” then enter the train car number and the reason for the report.
- Information such as the train car number can be found on a small silver plate beside the doors.
- Although the system requires real-name registration and asks users to provide their name and phone number, these details can be filled in later.
- Some users said the feature went online in Minguo year 111.
- One user said staff did not board until the train had passed 2 stations after they submitted a report.
- The original poster speculated that staff may have responded quickly because the metro had already received the alert while the train car number was being entered.

## Economic buzz: U.S. job openings plunged unexpectedly in September! But why does this chief economist say the market remains strong?

- Published: 2026-10-06T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169893
- Article page: https://ainews.idaeo.ai/a/4261575-en.html
- anchor: #n3222359
- Companies mentioned: Nationwide、華爾街日報

U.S. nonfarm payrolls increased by just 29,000 in September, far below market expectations of 90,000, and the August figure was also revised down. However, Nationwide chief economist Kathy Bostjancic still considers the market strong, in contrast with official data showing a slowdown.

Facts:
- U.S. nonfarm payrolls increased by just 29,000 in September, far below market expectations of 90,000
- Momentum in the U.S. labor market has weakened.
- Nationwide chief economist Kathy Bostjancic believes the market remains strong.
- The report’s chart source is 華爾街日報.

## “I thought I could go back to my childhood home if something went wrong”: 41-year-old daughter learns only after her divorce that her parents plan to sell their house; the 72-year-old couple makes this decision.

- Published: 2026-10-06T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169973
- Article page: https://ainews.idaeo.ai/a/4261574-en.html
- anchor: #n3222358
- Companies mentioned: THE GOLD ONLINE

Masaaki, 72, and Yoko, 71, in Japan had planned to sell their 4LDK family home and move to a 2LDK apartment, but hesitated after their 41-year-old daughter Misaki, who was preparing to divorce, said, “If something happens, I could still go back to my childhood home.” In the end, Yoko argued that they should not keep the family home for their adult children, and the couple went ahead with their original plan to sell and move.

Facts:
- Masaaki, 72, and his wife Yoko, 71, have 2 children, both of whom are now independent.
- The couple currently live in a detached 4LDK house in the suburbs. It is more than 30 years old; they bought it in their 30s and have long since paid off the mortgage.
- Their elder daughter Misaki, 41, is preparing to divorce her husband. She has a full-time job and a daughter in junior high school.
- The couple decided to sell their family home and move instead to an approximately 2LDK apartment near a train station.
- Misaki put more than 10 boxes of clothes, books and seasonal items in the children’s room, which had been empty, at her parents’ home.
- When Misaki heard her parents were selling the house, she said: “I always thought that if something really happened, at least I could go back to my childhood home. We’d figure something out.”
- Yoko responded to her husband’s hesitation: “But this is the house we’re going to live in.”
- Before the move, Yoko told Misaki: “Just because we’re changing houses doesn’t mean you can’t come back in the future.”

## Tsai Kang-yung appears at Shen Po-yang’s campaign headquarters! Chinese state media labels him a supporter of “Taiwan independence advocates” and blasts him as “filthy.”

- Published: 2026-10-06T11:58:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170072
- Article page: https://ainews.idaeo.ai/a/4261577-en.html
- anchor: #n3222361
- Companies mentioned: 北京廣播電視台、北京時間、零跑汽車、時尚芭莎

Entertainer Tsai Kang-yung attended an event marking the opening of legislator candidate Shen Po-yang’s campaign headquarters, prompting Chinese state media outlet 北京時間 to publicly single him out with inflammatory language, calling him a supporter of “Taiwan independence advocates” and “filthy.” 零跑汽車, 時尚芭莎 and other brands distanced themselves in succession, escalating the incident into a political and commercial boycott.

Facts:
- Tsai Kang-yung appeared at the opening event for Shen Po-yang’s campaign headquarters on the 4th.
- Asked by reporters whether he had come to support Shen Po-yang, Tsai Kang-yung said, “I’m just here to see what it’s like.”
- In 2024, China’s Taiwan Affairs Office included Shen Po-yang on its list of “Taiwan independence diehards.”
- In 2025, the Chongqing Municipal Public Security Bureau opened an investigation into Shen Po-yang on suspicion of “separatist crimes.”
- Automaker 零跑汽車 issued a statement distancing itself from Tsai Kang-yung.
- 時尚芭莎 deleted its previous interview content related to Tsai Kang-yung.
- While interacting with Chinese actor Huang Bo at the 2013 Golden Horse Awards ceremony, Tsai Kang-yung once said, “This is my home, not yours.”

## 南亞科 surpasses its first-half revenue in just 3 months! September revenue hits a new high again—is this memory-chip price rally still not at its peak?

- Published: 2026-10-06T11:57:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170075
- Article page: https://ainews.idaeo.ai/a/4261578-en.html
- anchor: #n3222362
- Companies mentioned: 南亞科、南亞科技國際有限公司

DRAM giant 南亞科 (2408) reported September revenue of NT$45.091 billion, up 576.62% year on year and setting a new monthly high. Third-quarter revenue of NT$133.649 billion surpassed NT$100 billion for the first time and exceeded the first-half total, reflecting tight memory supply and demand and strong price momentum.

Facts:
- 南亞科 reported consolidated revenue of NT$45.091 billion for September, up 0.9% month on month and 576.62% year on year, setting a new monthly record.
- 南亞科's cumulative revenue for the first 9 months of this year was NT$265.285 billion, up 626.95% year on year.
- 南亞科's consolidated third-quarter revenue was NT$133.649 billion, exceeding the combined NT$131.636 billion for the first half of this year.
- 南亞科's gross margin rose to 79.5% in the second quarter, with net profit after tax of NT$50.192 billion and EPS of NT$14.66.
- Analysts estimate that fourth-quarter DRAM ASP still has room to rise by about 10% quarter on quarter.
- In the first half of the year, products 南亞科 supplied for AI infrastructure and servers accounted for more than 20% of its revenue.
- 南亞科 raised its 2026 capital expenditure budget from NT$52 billion to no more than NT$69.7 billion.
- 南亞科技國際有限公司 announced on October 2 a US$2.1 billion cash capital increase, to be fully subscribed by 南亞科 with its own funds.

## Lai Ching-te's son was surveilled; photos of the arrested female real estate agent revealed! Chen Pei-chi points to suspicious aspects of U.S. involvement: He keeps shouting about opposing China, yet his whole family lives overseas

- Published: 2026-10-06T11:57:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170077
- Article page: https://ainews.idaeo.ai/a/4261579-en.html
- anchor: #n3222363
- Companies mentioned: 聯邦調查局（FBI）、哥倫比亞廣播公司（CBS News）、民眾黨、總統府、外交部、美國國務院、風傳媒、中國國安部

The U.S. 聯邦調查局（FBI） arrested Zhang Wan-ying (also known as Zhang Wan-ying), a 34-year-old female real estate agent surnamed Zhang, on suspicion of spying on President Lai Ching-te's eldest son, Lai Ting-yu, for the Chinese government, drawing close attention in Taiwan and the United States. Chen Pei-chi, wife of 民眾黨 founder Ko Wen-je, criticized Lai Ching-te on Facebook on the 5th for constantly chanting “Resist China and protect Taiwan,” while his son had lived in the United States for a long time: “Isn't it perfectly normal for the enemy to surveil him?” She also questioned whether Lai Ting-yu was an American or held dual nationality. 美國國務院 and 總統府 both condemned the incident, with 總統府 spokesperson Kuo Ya-hui calling it a typical case of transnational repression.

Facts:
- A 34-year-old female real estate agent surnamed Zhang
- She was preparing to leave for Shanghai on the 4th when agents of 聯邦調查局（FBI） arrested her
- Chen Pei-chi criticized him on Facebook on the 5th

## Government underpaid a pension back payment for retired public servants and teachers? Li Lai-hsi points to shortfalls in these 2 years: Twisting the law to refuse payment

- Published: 2026-10-06T11:54:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170074
- Article page: https://ainews.idaeo.ai/a/4261580-en.html
- anchor: #n3222364
- Companies mentioned: 風傳媒、全國公務人員協會

Li Lai-hsi, former chairman of 全國公務人員協會, accused the Ministry of Civil Service and the Ministry of Education of misinterpreting the Central Regulation Standard Act and refusing to pay the pension shortfalls for public servants and teachers that were reduced year by year in 113 and 114, affecting about 180,000 retired military personnel, public servants and teachers nationwide. He called on the Civil Service Protection and Training Commission to rule on the appeals.

Facts:
- The Legislative Yuan passed amendments to some provisions of the Civil Servant Retirement, Severance, and Survivor Relief Act in a third reading last December
- Retirement income has been reassessed and payments under the new standards began in August this year
- The back payment of the “over-deducted pension” shortfall for about 180,000 retired military personnel, public servants and teachers nationwide was deposited on August 1 this year
- The Ministry of Civil Service and the Ministry of Education contend that, under Article 十三 of the Central Regulation Standard Act, the new retirement and survivor benefit standards took effect 三 days after the amendment was promulgated, and have refused to pay the excess reductions in retirement income made before the December 28, 114 effective date
- Articles 37 and 38 of the amended act explicitly stipulate that the new retirement and survivor benefit standards apply uniformly to retirees both before and after the amendments, and that the previous reduction standards in effect after January 1, 113 no longer apply
- Retired public servants and teachers filed appeals and administrative petitions, but no ruling has been issued despite the statutory review period having elapsed
- It has been 8 years since the military, public servant and teacher pension reform took effect

## Latest weather／Another new typhoon? Not just 3 typhoons at once! When the autumn typhoon could affect Taiwan and what to expect during the National Day long weekend

- Published: 2026-10-06T11:54:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170068
- Article page: https://ainews.idaeo.ai/a/4261581-en.html
- anchor: #n3222365

Tropical systems are active in the northwest Pacific. The Central Weather Administration said that the 3 typhoons Kalmaegi, Noul and Krosa will not affect Taiwan, while weather expert Lin Te-en forecast that another typhoon will form after Krosa.

Facts:
- A total of 28 typhoons have formed so far this year in the northwest Pacific and South China Sea
- There are no signs of any significant tropical systems approaching Taiwan over the next 十-plus days
- Typhoon No. 26 Kalmaegi is over waters southeast of Japan and is generally expected to move north, then north-northeast
- Typhoon No. 27 Noul was renamed after a Central Pacific hurricane crossed the International Date Line and is currently moving west
- Typhoon No. 28 Krosa is over waters east of Guam and is expected to move northwest, then west-northwest
- None of the 3 typhoons Kalmaegi, Noul and Krosa is headed toward Taiwan
- Today (6), under the influence of the northeast monsoon, lows in northern, northeastern and eastern areas will be between 22 and 24 degrees, with highs of about 26 to 29 degrees
- From the 7th to the morning of the 9th, radiational cooling could bring the lowest temperatures in flatland areas across Taiwan down to 16 degrees

## Government announces cash payments! Eligible people can receive up to 7000 per month; residents of 1 county or city need not apply, with payments deposited automatically. A guide to eligibility and payment dates for childcare subsidies

- Published: 2026-10-06T11:52:14+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170059
- Article page: https://ainews.idaeo.ai/a/4261573-en.html
- anchor: #n3222366

Hualien County Magistrate Hsu Chen-wei announced on September 29 the launch of the “2-to-6-year-old Child Seedling Protection Program,” retroactive to July 1, 115, providing additional subsidies for children aged 2 to 6 registered in Hualien County, with a budget of about NT$150 million per semester.

Facts:
- Hualien County Magistrate Hsu Chen-wei formally announced on September 29 the launch of the “Hualien County Child Seedling Protection Program for Children Aged 2 and Up but Under 6.”
- The Child Seedling Protection Program will take effect from the first semester of academic year 115 and is retroactive to July 1, 115.
- Children enrolled in public or private early childhood education and care institutions will receive NT$6,000 per student each semester, with each institution submitting applications on their behalf.
- For children not enrolled in early childhood education and care institutions, the monthly subsidy is NT$5,000 for the first child, NT$6,000 for the second, and NT$7,000 for the third and subsequent children.
- For children not enrolled in school, the county government's Department of Education will directly verify and calculate payments through the “Early Childhood Student Management System.”
- About 6,900 children attend public or private early childhood education and care institutions in Hualien County, while about 1,800 are not enrolled.
- With the policy retroactive to July 1, 115, about NT$150 million is expected to be allocated each semester.
- The county government is planning cross-generational welfare measures, including housing subsidies for students studying away from home, first-time homebuyer loans for young people, startup grants and digital nomad initiatives.

## Taiwan stocks hit 50,000 points—is it still worth buying? Put money in 00878 or go for 009803? Ruan Mu-hua reveals the key to investing: For this type of investor, “steady dividend income” matters most

- Published: 2026-10-06T11:48:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170071
- Article page: https://ainews.idaeo.ai/a/4261591-en.html
- anchor: #n3222367
- Companies mentioned: 台積電、台達電、智邦、奇鋐、高力、欣興、南電、景碩、台光電、川湖

With Taiwan stocks nearing 50,000 points, financial expert Ruan Mu-hua advised investors to first clarify their investment goals, compare the differences between high-dividend ETFs (00878 and 00919) and growth ETFs (009803), and be mindful of the concentration risk from 009803's 41.32% weighting in 台積電.

Facts:
- Taiwan stocks have climbed steadily, with the index nearing 50,000 points, prompting many investors to worry that it may already be too late to enter the market.
- Recent market volatility has intensified and popular sectors have rotated rapidly, prompting some investors to shift funds into high-dividend ETFs such as 00878 and 00919 as a safe haven.
- 009803 selects stocks using five factors: market capitalization, growth, value, quality and momentum.
- Year-to-date total returns including dividends were about 80.6% for 009803, 72.4% for 00878 and 57.4% for 00919.
- 009803's latest quarterly distribution was NT$0.90, with an annualized distribution yield of about 16.64%.
- 009803 has a weighting of as much as 41.32% in 台積電.
- The top 10 holdings of 009803 (台積電、台達電、智邦、奇鋐、高力、欣興、南電、景碩、台光電、川湖) have a combined weighting of 49.78%.

## 2026 latest home appliance subsidy announced! From 10/6, eligible residents in 1 location can receive up to 6000; application details

- Published: 2026-10-06T11:39:45+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170062
- Article page: https://ainews.idaeo.ai/a/4261587-en.html
- anchor: #n3222368
- Companies mentioned: 羅東鎮公所、羅東鎮農會

To address restrictions on food waste disposal channels resulting from African swine fever prevention measures, 羅東鎮公所 will launch a “household food waste processor subsidy” program from October 6, offering 700 slots and covering 40% of the purchase price, up to NT$6,000 per household.

Facts:
- 羅東鎮公所 will run a “household food waste processor subsidy” program from October 6 through November 5.
- A total of 700 subsidy slots are expected to be offered.
- The subsidy covers 40% of the purchase invoice amount, with a maximum of NT$6,000 per unit.
- Applicants must be residents registered in Luodong Township. Eligibility is determined by residential address, and each household may apply for only 1 unit.
- Subsidies will be deposited in a lump sum by November 30.
- Eligible models include three types: drying, high-temperature drying and biological decomposition.
- If the payment is made through a financial institution other than 羅東鎮農會, the township office will deduct a NT$30 remittance fee, payable by the applicant.

## BBC on the Taipei mayoral election: Chiang Wan-an's 2028 prelude—can Shen Po-yang break through on the “ocean current”?

- Published: 2026-10-06T11:39:35+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170060
- Article page: https://ainews.idaeo.ai/a/4261592-en.html
- anchor: #n3222369
- Companies mentioned: BBC、TVBS、天下雜誌、輝達（Nvidia）、黑熊學院、台灣民主實驗室、央視、微博

Taiwan’s nine-in-one elections will be held on Nov. 28, with the Taipei mayoral race seen as a prelude to the 2028 presidential election. KMT incumbent Chiang Wan-an is seeking re-election and faces a strong challenge from DPP candidate Puma Shen, who has cast himself as an “ocean current.”

Facts:
- Taiwan’s “nine-in-one” local elections will be held on Nov. 28.
- KMT incumbent Mayor Chiang Wan-an is 47 years old this year.
- DPP candidate Puma Shen is 44 years old this year.
- 5月TVBS民調顯示蔣萬安獲58%支持度、沈伯洋30%。
- A September poll by 信民協會 found the gap between Chiang Wan-an and Puma Shen had narrowed to 1.2%.
- Nvidia will establish its Taiwan headquarters in Taipei, with a planned investment of NT$40 billion expected to generate more than ten thousand jobs.
- All 32 recall proposals in the 2025 “Great Recall” campaign failed.
- The organizers of Puma Shen’s campaign headquarters launch rally on Oct. 4 said more than 120,000 people took part.

## Labor Ministry payments: Don’t forget to claim them! People aged 55 and over can receive up to NT$60,000 per person, in 2 payments. A look at the eligibility requirements and amounts for the employment incentive.

- Published: 2026-10-06T11:32:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170058
- Article page: https://ainews.idaeo.ai/a/4261593-en.html
- anchor: #n3222370

勞動部2026年放寬「五五就業促進措施」4大資格，受僱門檻從90天縮短至30天，納入定期契約與部分工時者，55歲以上中高齡最高每人可領6萬元就業獎勵金。

## “Here we go again”: U.S. service member stationed in Japan suspected of murdering a woman; anti-U.S. sentiment resurges in Okinawa

- Published: 2026-10-06T11:31:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170052
- Article page: https://ainews.idaeo.ai/a/4261594-en.html
- anchor: #n3222371

A 20-year-old U.S. Marine corporal, Ballard, was arrested on suspicion of robbing and killing 39-year-old Anna Yagi at a hotel in Naha, Okinawa, intensifying Okinawa residents’ longstanding resentment over crimes involving U.S. forces stationed in Japan.

Facts:
- Devin Jacob Ballard, a 20-year-old U.S. Marine corporal, was arrested by Japanese police on Oct. 4.
- The body of 39-year-old Anna Yagi was found in a hotel room in Naha in the early hours of Oct. 3. She was suspected to have been strangled to death with a rope.
- Ballard is assigned to III Marine Expeditionary Force and stationed at Marine Corps Air Station Futenma in Ginowan.
- About 55,000 U.S. military personnel are stationed in Japan, and 70% of the land in Japan reserved exclusively for U.S. military use is in Okinawa.
- Since Okinawa returned to Japanese rule in 1972, there have been 6,409 criminal arrests involving U.S. military personnel.
- A 20-year-old Okinawan woman was raped and murdered in 2016; a former U.S. Marine involved in the case was sentenced to life in prison.

## Will claiming unemployment benefits reset your labor insurance record to zero? 57-year-old woman fears 18 years of contributions will go to waste; insiders reveal a “dual-claim strategy” to secure 730,000 in retirement benefits

- Published: 2026-10-06T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11166983
- Article page: https://ainews.idaeo.ai/a/4261598-en.html
- anchor: #n3222375

Ms. Yeh, 57, from Zhongli, Taoyuan, was forced to leave her job after a dye factory relocated to Vietnam and worried that claiming unemployment benefits would reset her 18-year labor insurance record to zero. The Bureau of Labor Insurance clarified that the 2 systems are separate, and that claiming unemployment benefits first and retirement benefits later allows her to receive both.

Facts:
- Ms. Yeh, 57, from Zhongli, Taoyuan, was forced to leave her job after a dye factory relocated to Vietnam.
- 領滿失業給付後歸零的是就業保險年資，與勞保年資無關
- Unemployed people aged 45 or older may claim unemployment benefits for up to 9 months.
- Monthly unemployment benefits are calculated at 60% of the average monthly insured salary.
- An 18-year labor insurance record qualifies for 21 benefit units.
- With an average monthly insured salary of NT$35,000, old-age benefits for an 18-year contribution record would amount to about NT$735,000.
- Workers who have already received labor insurance old-age benefits are not eligible for unemployment benefits.

## Does turning off the engine at a red light and pushing a motorcycle across the road mean it is not running a red light? Rider’s NT$1,800 ticket was once revoked; reason for reversal on appeal revealed

- Published: 2026-10-06T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169222
- Article page: https://ainews.idaeo.ai/a/4261597-en.html
- anchor: #n3222374

A motorcyclist in New Taipei City turned off the engine and pushed the motorcycle across the road at a red light in September 2021, and was fined NT$1,800 for running the red light. The rider won in the first instance, which overturned the ticket, but the Taipei High Administrative Court reversed the decision on appeal, ruling that it still constituted running a red light and drawing public attention.

Facts:
- The incident occurred at around 8 p.m. on September 24, 2021.
- The man, surnamed 司, was involved in the incident on Section 1 of Chenggong Road in Yonghe District, New Taipei City.
- The man, surnamed 司, was fined NT$1,800 under Article 53 of the Road Traffic Management and Penalty Act.
- The New Taipei District Court overturned the NT$1,800 red-light violation penalty in the first instance.
- The Taipei High Administrative Court’s ruling in case 111年度交上字第123號 overturned the first-instance ruling in the rider’s favor.
- Under the current 2026 Road Traffic Management and Penalty Act, Article 53, drivers who run a red light may be fined between NT$1,800 and NT$5,400.
- Current Article 78 stipulates that pedestrians who fail to follow signs, road markings or traffic signals are fined 500 yuan (the fine was 300 yuan when this case occurred).

## Father gave each child 2.4 million yuan, thinking he did not have to file a tax return! Tax bureau discovers it and demands 472,000 yuan in back taxes and penalties; many people get the key point wrong.

- Published: 2026-10-06T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169746
- Article page: https://ainews.idaeo.ai/a/4261596-en.html
- anchor: #n3222373

一名父親以為每名子女各有244萬元贈與稅免稅額，同一年度分別贈與兒子、女兒各240萬元，未辦理申報，遭國稅局查獲後補稅加罰鍰共47.2萬元。文章說明贈與稅免稅額是以「贈與人」為單位計算，全年度贈與須合併計算，並介紹父母贈與子女股票的三種常見方式及申報規定。

Facts:
- A father, misunderstanding how the exemption is calculated, gave 2.4 million yuan each to his son and daughter in the same year.
- Back taxes and penalties totaled 472,000 yuan.
- Each donor is entitled to an annual gift tax exemption of 2.44 million yuan.
- The total value of gifts made in the same year therefore reached 4.8 million yuan.
- A further 2.36 million yuan was subject to tax.
- Gift tax of 236,000 yuan was payable.
- Calculated at a gift tax rate of 10%.
- The case also resulted in a penalty of 236,000 yuan.
- File a gift tax return within 30 days of the day following the gift.
- The value of this stock gift was 350,000 yuan.
- Assuming the closing price was 350 yuan per share on the day of the gift.
- Gave his son 1,000 shares of A Company listed stock.

## Business buzz | Middle East crude oil exports have returned to prewar levels! Wall Street giants 高盛 and 小摩 say so in unison! Is oil safe now?

- Published: 2026-10-06T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169889
- Article page: https://ainews.idaeo.ai/a/4261595-en.html
- anchor: #n3222372
- Companies mentioned: 高盛、Goldman Sachs、摩根大通、J.P. Morgan、小摩

The two major Wall Street banks 高盛 and 摩根大通 said that Middle East crude oil exports had recovered to near their levels before the war between the United States and Iran, and that Iran's ability to control the Strait of Hormuz was gradually weakening.

Facts:
- 高盛 estimates that crude oil exports from Persian Gulf oil-producing countries will reach 19 million barrels per day by the end of September.
- Middle East crude oil exports have rebounded to 17.5 million barrels per day.
- Middle East crude oil exports are at 98% of their prewar level.
- Saudi Arabia's East-West Pipeline recently resumed operations.
- Iran's ability to control the Strait of Hormuz is gradually weakening.

## Shen Boyang says 'providing drugs' meant methadone? Doctor cites one piece of evidence, blasts 'medical community helping cover up': Boyang gives himself away.

- Published: 2026-10-06T11:26:33+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170055
- Article page: https://ainews.idaeo.ai/a/4261599-en.html
- anchor: #n3222376
- Companies mentioned: 風傳媒

In the 2026 Taipei mayoral election, DPP candidate Shen Boyang faced accusations from the pan-Blue camp that he supported drug decriminalization, based on an article he wrote in 2014, sparking a fierce political battle. Physician Shen Cheng-nan sharply criticized medical professionals in the pan-Green camp on the 6th for helping cover up the truth, saying that 80 countries had already implemented methadone treatment when Shen Boyang referred to 'a small number of countries.'

Facts:
- In 2014, Shen Boyang published an article titled 'Ko Chen-tung Exposes the Festering Sore in Taiwan's Drug Policy' on the Thinking Taiwan forum, outlining 3 policy directions.
- 80 countries had implemented methadone substitution therapy by 2014.
- Centers for Disease Control Director-General Lo Yi-chun said on the 5th that methadone must be provided in a medical setting.
- Shen Boyang once claimed in 2025 that the Chinese Communist Party spent 40,000 New Taiwan dollars a month to hire 'Taiwanese influencers to say good things about the CCP.'
- The Atlantic once reported that Shen Boyang criticized Taiwanese soldiers for spending their time pulling weeds.
- Shen Boyang said that both illicit drugs and medications are called 'Drug' in English.
- Kuomintang legislator Luo Chih-chiang held a press conference on the 6th titled 'We Welcome Shen Boyang Suing Shen Boyang.'

## Hsu Chia-ching's 14-year-old son accused of posing as a 'photography officer' on overseas trips; Cho Jung-tai calls for investigation: civil servants must exercise greater self-discipline.

- Published: 2026-10-06T11:22:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170054
- Article page: https://ainews.idaeo.ai/a/4261600-en.html
- anchor: #n3222377
- Companies mentioned: 風傳媒

The Taiwan People's Party legislative caucus accused Overseas Community Affairs Council Minister Hsu Chia-ching of repeatedly having her 14-year-old son pose as a 'photography officer' on overseas trips. Executive Yuan Premier Cho Jung-tai responded on the 6th that he had tasked the Ministry of Foreign Affairs and the Overseas Community Affairs Council with investigating, and stressed that civil servants should exercise greater self-discipline.

Facts:
- On the 5th, the Taiwan People's Party legislative caucus held a press conference titled 'Nuclear-Level Blast,' accusing Hsu Chia-ching.
- The Taiwan People's Party accused Hsu Chia-ching of making multiple visits to Washington and New York within 2024.
- Hsu Chia-ching's husband, Tang Po-wei, once drove their son to New York in an official vehicle to reunite with the family.
- Hsu Chia-ching took her son along throughout a trip to France, Germany and several other European countries in April 2022.
- Hsu Chia-ching had her 14-year-old son use a phone to take notes and photographs under the title of “photography officer.”
- Premier Cho Jung-tai said on the 6th that he had tasked the Ministry of Foreign Affairs and the Overseas Community Affairs Council with looking into the matter.
- Deputy Foreign Minister Wu Chih-chung said the Ministry of Foreign Affairs had received no reports concerning Hsu Chia-ching.
- The Ministry of Foreign Affairs has asked its representative offices in Germany and the United States to clarify the related controversy.
- The Overseas Community Affairs Council issued a press release on the afternoon of the 5th, clarifying that official travel and expense reimbursements were reported in accordance with the law.

## Taiwan stages an AI comeback! 3 economic indicators leave Japan and South Korea far behind; Hsieh Chin-ho reveals stunning reaction in Japanese media: a century of feeling inferior turns around

- Published: 2026-10-06T11:18:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170049
- Article page: https://ainews.idaeo.ai/a/4261601-en.html
- anchor: #n3222378
- Companies mentioned: 財訊傳媒、台積電、Rapidus

Hsieh Chin-ho, chairman of 財訊傳媒, wrote on Facebook that AI is transforming Taiwan's economy, and that in 2026 Taiwan surpassed Japan and South Korea across the board in figures for exports, per capita income, net financial assets per capita and exports per capita, while the Taiwan stock market approached 50,000 points.

Facts:
- Benefiting from continued growth in demand for artificial intelligence (AI), high-performance computing and cloud services, exports of electronic components and information, communications and audiovisual products have surged, pushing the Taiwan stock market close to the 50,000-point mark.
- Taiwan's per capita income in 2026 is estimated at US$42,103, compared with US$37,416 for South Korea and US$35,703 for Japan.
- Japan's net financial assets per capita stand at 89,420 euros, ranking 14th worldwide.
- Taiwan's per capita exports in 2026 were US$18,000, while Japan's were only US$3,100.
- 台積電's 2-nanometer process entered mass production in 2025, while Japan's Rapidus is not expected to do so until 2027.

## A closer look at the international picture: Why is Japan being so cautious this time about “banning Taiwan's flag” at the Nagoya Asian Games?

- Published: 2026-10-06T11:09:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170048
- Article page: https://ainews.idaeo.ai/a/4261603-en.html
- anchor: #n3222379
- Companies mentioned: 中華航空、日本航空、日本亞洲航空、全日空、Air Nippon、德國之聲、朝日新聞、每日新聞

During the 20th Asian Games in 2026, Taiwanese spectators were stopped from waving towels bearing the word “Taiwan” at a baseball game in Taichung. Signs depicting specific prohibited flags were posted at the venue entrance, sparking controversy, and the organizers later apologized.

Facts:
- At the Taiwan-China baseball game on September 25, Taiwanese spectators cheered for their team by waving towels bearing the word “Taiwan,” but were stopped by staff at the venue.
- The following day, the entrance to the venue for the Taiwan-Japan game displayed images of the Rising Sun Flag and the flag of the Republic of China, with a notice stating, “The above flags are prohibited.”
- The International Olympic Committee's “Nagoya Resolution” of 1979 stipulated that Taiwan would participate in the Olympic movement under the name “Chinese Taipei,” and that the flag of the Republic of China could not be used as its representative flag at relevant international sporting events.
- The organizing committee later admitted that the incident resulted from a misunderstanding by venue staff and the person in charge of the venue, and apologized.
- After Narita International Airport opened in 1978, 中華航空 did not move to Narita with other foreign airlines, continuing to use Haneda Airport, which was reserved for domestic flights, until moving to Narita in 2002.
- In 1975, 日本航空 established a separate carrier, 日本亞洲航空 (Japan Asia Airways), to operate routes to Taiwan and avoid diplomatic friction. After Japan and Taiwan reached a new aviation agreement in 2007, Japan Airlines and 全日空 were able to operate Taiwan routes directly.
- After Sanae Takaichi took office as prime minister last October, she said in November that a Chinese blockade or use of force against Taiwan could constitute a “survival-threatening situation” that would allow Japan to exercise its right to collective self-defense.

## No labor insurance or national pension insurance? You may still get retirement benefits! Those who qualify at 65 can receive “8,000 per month until death”; payment method and timing / latest proposed increase

- Published: 2026-10-06T11:05:26+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11160054
- Article page: https://ainews.idaeo.ai/a/4261604-en.html
- anchor: #n3222380

The government provides the Elderly Farmers Welfare Allowance to support farmers and fishers in their old age. The current full allowance is 8,110 per month. The Legislative Yuan reviewed an amendment to raise it in 2026, with the Executive Yuan proposing 10,000 and the Kuomintang and Taiwan People's Party caucuses proposing 15,000.

Facts:
- The current full Elderly Farmers Welfare Allowance is 8,110 per month, while the half-rate is 4,055 per month.
- The Executive Yuan's proposal would raise the elderly farmers' allowance to 10,000 per month.
- The Kuomintang and Taiwan People's Party caucuses propose raising the elderly farmers' allowance to 15,000 per month.
- The elderly farmers' allowance is deposited into the applicant's designated account on the 20th of each month.

## Behind the scenes》Will investigators dare to probe? “DPP” appears more than once in the 慈濟 case; another 3 mysterious US$1 million entries

- Published: 2026-10-06T09:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169059
- Article page: https://ainews.idaeo.ai/a/4261644-en.html
- anchor: #n3222423
- Companies mentioned: 慈濟、京華城

The Taichung District Prosecutors Office, investigating a fraud case involving the procurement of 慈濟 BNT vaccines, found cryptic notations such as “DPP 1 million” in handwritten notes by lawyer Chen Yu-hsuan, who is implicated in the case, prompting speculation about possible ties to the Democratic Progressive Party. The Taichung District Court held a hearing on September 29, 2026.

Facts:
- In August 2026, the Taichung District Prosecutors Office investigated and indicted suspects in a case involving the fraud of NT$1.06 billion in 慈濟 BNT vaccine procurement.
- Prosecutors found the cryptic notation “DPP 1 million” in handwritten notes by lawyer Chen Yu-hsuan, who is implicated in the case.
- A flash drive seized from Ko Wen-je in the 京華城 case contained the key notation “Xiao Shen 1500.”
- Prosecutors determined that “Xiao Shen” referred to Shen Ching-ching and “1500” meant a bribe.
- The Taichung District Court held a hearing in the 慈濟 fraud case on September 29, 2026.
- Chen Yu-hsuan's handwritten notes on the “TC case” contained notations including “young master 9 million USD,” “TC Huang 1 million” and “DPP 1 million.”
- 在押主嫌陳昱瑄聲稱已協助慈濟完成採購新冠疫苗
- Chen Yu-hua admitted to violating the Tax Collection Act but denied money laundering and embezzlement allegations.

## Water outage (Taoyuan City, New Taipei City)

- Published: 2026-10-06T13:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061210&info=20038989
- anchor: #n3222876
- Companies mentioned: 台灣自來水公司

台灣自來水公司 suspended water service in Shanding Village, Guishan District, Taoyuan City, and Dahu, Zhonghu, Fengfu and Fengming villages in Yingge District, New Taipei City, to repair a flow meter at an international pumping station. The severity was Minor.

Facts:
- Effective time: 2026-10-05T16:33:34
- Expiration time: 2026-10-06T14:00:00

## Water Outage (New Taipei City)

- Published: 2026-10-06T13:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061210&info=20038990
- anchor: #n3222841
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage notice for emergency repairs to a leaking pipeline in front of No. 2-1, Minzu Street, Sanxia District, New Taipei City. The outage affects five villages, including Bazhang, Sanxia, Zhongpu, Yongguan and Anxi, and is scheduled from 12:07 to 16:00 on October 6, 2026. The severity is Minor.

Facts:
- Affected areas: Bazhang Village, Sanxia District, New Taipei City, Sanxia Village, Sanxia District, New Taipei City, Zhongpu Village, Sanxia District, New Taipei City, Yongguan Village, Sanxia District, New Taipei City, Anxi Village, Sanxia District, New Taipei City
- Effective time: 2026-10-06T12:07:01
- End time: 2026-10-06T16:00:00
- Emergency repairs to a leaking pipeline in front of No. 2-1, Minzu Street

## Water outage (Hsinchu County)

- Published: 2026-10-06T12:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061140&info=20038983
- anchor: #n3222852
- Companies mentioned: 台灣自來水公司、台電

台灣自來水公司 issued a water outage notice for Hukou Village, Hukou Township, Hsinchu County, to accommodate construction by 台電. The outage is scheduled from 9:51 a.m. to 1:30 p.m. on October 6, 2026, and is classified as Minor.

Facts:
- Effective time: 2026-10-06T09:51:06
- End time: 2026-10-06T13:30:00

## Water Outage (Taoyuan City)

- Published: 2026-10-06T12:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061140&info=20038984
- anchor: #n3222843
- Companies mentioned: 台灣自來水公司

台灣自來水公司 announced a water outage at No. 14, Ziqiang 1st Road, Zhongli District, Taoyuan City, for leak repairs from 11:25 to 15:00 on October 6, 2026. The outage affects Wenhua, Yongfu, Fuhua and Xinghua villages in Zhongli District and is classified as Minor.

Facts:
- Leak repairs at No. 14, Ziqiang 1st Road, Zhongli District
- Effective time: 2026-10-06T11:25:16
- End time: 2026-10-06T15:00:00
- Wenhua Village, Zhongli District, Taoyuan City, Yongfu Village, Zhongli District, Taoyuan City, Fuhua Village, Zhongli District, Taoyuan City, Xinghua Village, Zhongli District, Taoyuan City

## Water Outage (Pingtung County)

- Published: 2026-10-06T12:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061140&info=20038982
- anchor: #n3222842
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage notice for emergency repairs to a ruptured 100mm pipeline in Fangshan Township, Pingtung County. The outage affects Jialu Village in Fangshan Township and Nanshi Village in Shizi Township, and will continue until 5 p.m. on October 6, 2026.

Facts:
- Emergency repairs to a ruptured 100mm pipeline in Fangshan Township
- Effective time: 2026-10-06T11:31:43
- End time: 2026-10-06T17:00:00

## Water Outage (Tainan City)

- Published: 2026-10-06T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061120&info=20038976
- anchor: #n3222895
- Companies mentioned: 台灣自來水公司

To improve the quality and stability of water supply in the Houbi area of Tainan City, 台灣自來水公司 is carrying out work to connect a new service line, requiring a water outage. The affected areas are Houbo and Houbi villages in Houbi District. The outage is classified as Minor.

Facts:
- On the right side, 100 meters into Xiaoqian 2nd Street
- Effective time: 2026-10-03T15:31:26
- Expiration time: 2026-10-06T17:30:00

## Liyutan Reservoir (discharge into Jingshan Creek): free overflow (Miaoli County, Taichung City)

- Published: 2026-10-06T12:18:40+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261006111840_0000&info=20038975
- Article page: https://ainews.idaeo.ai/a/4262592-en.html
- anchor: #n3222844
- Companies mentioned: 水利署

The 水利署 issued a notice of free overflow from Liyutan Reservoir into Jingshan Creek. The affected areas include Sanyi Township in Miaoli County and Waipu, Dajia, Houli and Daan districts in Taichung City. Residents along the banks are advised to take extra care and stay away from the riverbed.

Facts:
- Effective time: 2026-10-06T11:18:40
- End time: 2026-10-06T14:19:00

## Water Outage (Tainan City)

- Published: 2026-10-06T12:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061110&info=20038974
- anchor: #n3222846
- Companies mentioned: 台灣自來水公司

台南市安平區永華四街27巷1號因路面漏水緊急搶修，於10月6日11:00至14:30部分區域無水與降壓，由台灣自來水公司發布。

Facts:
- 10/06 11:00-14:30, emergency repairs are being carried out for a water leak on the road at “No. 1, Lane 27, Yonghua 4th Street, Anping District, Tainan City,” resulting in no water or reduced water pressure in some areas.
- No. 1, Lane 27, Yonghua 4th Street, Anping District, Tainan City
- Effective time: 2026-10-06T11:01:30
- End time: 2026-10-06T14:30:00

## Water outage (Chiayi County)

- Published: 2026-10-06T12:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061110&info=20038973
- anchor: #n3222845
- Companies mentioned: 台灣自來水公司

台灣自來水公司發布嘉義縣竹崎鄉義仁村雙寬潭3-3號附近破管搶修停水通知，屬輕微事件，預計於2026年10月6日11時09分起至15時00分止。

Facts:
- Effective time: 2026-10-06T11:09:43
- End time: 2026-10-06T15:00:00
- Emergency repairs to a burst pipe near No. 3-3, Shuangkuantan, Yiren Village, Zhuqi Township

## Water Outage (Tainan City)

- Published: 2026-10-06T12:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061100&info=20038972
- Article page: https://ainews.idaeo.ai/a/4262631-en.html
- anchor: #n3222906
- Companies mentioned: 台灣自來水公司、國土署

台灣自來水公司 is carrying out a water outage in parts of Xinying and Yanshui districts, Tainan City, to coordinate with 國土署 on the project to widen Fuxing Road in Xinying District and rebuild Mingda Bridge, including the relocation and connection of old and new 1100mm pipelines under the Wushantou Water Supply Plant. The outage will affect service from October 1, 2026, to October 7.

Facts:
- Relocation and connection of old and new 1100mm pipelines under the Wushantou Water Supply Plant
- Effective time: 2026-10-01T13:59:19
- Expiry time: 2026-10-07T08:30:00

## Strong wind advisory for land areas (yellow signal) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, Hsinchu City, Hsinchu County, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)

- Published: 2026-10-06T11:42:53+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_strong-wind_202610061042001&info=20038971
- Article page: https://ainews.idaeo.ai/a/4262596-en.html
- anchor: #n3222848
- Companies mentioned: 中央氣象署

中央氣象署發布陸上強風特報，6日上午至7日晚上屏東縣局部地區有平均風9級以上或陣風11級以上發生的機率（橙色燈號），桃園市、新竹市、新竹縣、苗栗縣、臺中市、彰化縣、雲林縣、嘉義縣、臺南市、臺東縣（含蘭嶼、綠島）、澎湖縣、連江縣局部地區有平均風6級以上或陣風8級以上發生的機率（黃色燈號），請注意防範。

Facts:
- Some areas of Pingtung County may see average winds of at least force 9 or gusts of at least force 11 (orange alert).
- Some areas of Taoyuan City, Hsinchu City, Hsinchu County, Miaoli County, Taichung City, Changhua County, Yunlin County, Chiayi County, Tainan City, Taitung County (including Lanyu and Green Island), Penghu County, and Lienchiang County may see average winds of at least force 6 or gusts of at least force 8 (yellow alert).
- Effective time: 2026-10-06T10:40:00
- Expiration time: 2026-10-07T23:00:00

## Strong Wind Advisory for Land Areas (Orange Alert) (Pingtung County)

- Published: 2026-10-06T11:42:53+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_strong-wind_202610061042001&info=20038970
- Article page: https://ainews.idaeo.ai/a/4262595-en.html
- anchor: #n3222847
- Companies mentioned: 中央氣象署

中央氣象署發布陸上強風特報，6日上午至7日晚上屏東縣局部地區有平均風9級以上或陣風11級以上發生機率，屬橙色燈號；桃園市、新竹市、新竹縣、苗栗縣、臺中市、彰化縣、雲林縣、嘉義縣、臺南市、臺東縣（含蘭嶼、綠島）、澎湖縣、連江縣為黃色燈號，請注意防範。

Facts:
- Average winds of at least force 9
- Gusts of at least force 11
- Average winds of scale 6 or above
- Gusts of scale 8 or above
- Effective time: 2026-10-06T10:40:00
- Expiration time: 2026-10-07T23:00:00

## Water Outage (Hsinchu City)

- Published: 2026-10-06T11:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061040&info=20038969
- anchor: #n3222849
- Companies mentioned: 台灣自來水公司

A water outage notice was issued for some villages in Xiangshan District, Hsinchu City, for emergency repairs at No. 65, Dingpu Road. The outage is scheduled from 10:38 to 15:00 on October 6, 2026.

Facts:
- Emergency repairs at No. 65, Dingpu Road
- 2026-10-06T10:38:01
- 2026-10-06T15:00:00

## Water Outage (Taichung City)

- Published: 2026-10-06T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061030&info=20038968
- anchor: #n3222851
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage notice for emergency repairs to a leak in a 100mm PVCP pipe in front of No. 223, Jianxing Road, Daya District. The outage will affect Erhe, Sanhe, and Xibao villages in Daya District and Dafugou Village in Tanzi District, Taichung City, from 10:05 to 17:00 on October 6, 2026. The incident is minor.

Facts:
- Emergency repairs to a leaking 100mm PVCP pipe in front of No. 223, Jianxing Road
- In front of No. 223, Jianxing Road, Daya District
- 2026-10-06T10:05:00
- 2026-10-06T17:00:00

## Water outage (Kaohsiung City)

- Published: 2026-10-06T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610061030&info=20038966
- anchor: #n3222850
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued an updated notice of a minor water outage for emergency repairs to a leak at the North Pole Temple on Zhongmin Road, Dongyan Village, Yanchao District. The outage will affect Jianshan, Dongyan, and Nanyan villages in Yanchao District, Kaohsiung City, from 10:29 to 12:30 on October 6, 2026.

Facts:
- Effective time: 2026-10-06T10:29:16
- Expiry time: 2026-10-06T12:30:00

## Water Outage (Tainan City)

- Published: 2026-10-06T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060950&info=20038952
- anchor: #n3222855
- Companies mentioned: 台灣自來水公司

台灣自來水公司 announced that valve testing for the “Pipeline Replacement Project on South Route 133 and in Xuzhongying, Zhongrong Village, Anding District” will require a water outage in Zhongrong Village, Anding District, Tainan City, from 9:10 a.m. on October 6, 2026, to 4:00 p.m. on October 12.

Facts:
- Effective time: 2026-10-06T09:10:53
- Expiry time: 2026-10-12T16:00:00
- Pipeline Replacement Project on South Route 133 and in Xuzhongying, Zhongrong Village, Anding District

## Water Outage (Miaoli County)

- Published: 2026-10-06T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060950&info=20038954
- anchor: #n3222854
- Companies mentioned: 台灣自來水公司

台灣自來水公司於苗栗縣苑裡鎮山柑里及田心里，因田心里近35-3號搶修，發布停水警報，預計2026年10月6日上午9時41分起至下午2時止。

Facts:
- Emergency repairs near No. 35-3, Tianxin Village
- Effective time: 2026-10-06T09:41:07
- Expiration time: 2026-10-06T14:00:00

## Water Outage (Changhua County)

- Published: 2026-10-06T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060950&info=20038953
- anchor: #n3222853
- Companies mentioned: 台灣自來水公司

台灣自來水公司因彰化縣埔鹽鄉太平村大新路1巷17-2號150mm PVCP管線漏水搶修，於2026年10月6日9時42分至17時發布停水警報，影響範圍包括埔鹽鄉天盛村、太平村及新水村。

Facts:
- Emergency repairs to a leaking 150mm PVCP pipe
- Effective time: 2026-10-06T09:42:30
- End time: 2026-10-06T17:00:00
- No. １７－２, Lane １, Daxin Road, Taiping Village

## Water outage (Taitung County)

- Published: 2026-10-06T10:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060930&info=20038951
- Article page: https://ainews.idaeo.ai/a/4262637-en.html
- anchor: #n3222907
- Companies mentioned: 台灣自來水公司

臺東縣臺東市部分區域（中華里、文化里、寶桑里）將於2026年10月6日至7日每日09:00至17:00停水，由台灣自來水公司辦理台東系統-博愛小區等巷道汰換管線工程，以提升供水穩定度、降低漏水風險及確保用水水質安全。

Facts:
- 自2026/10/06(二)至2026/10/07(三)每日09:00時至17:00時停水
- 每日09:00時至17:00時停水
- Effective time: 2026-09-30T15:13:09
- End time: 2026-10-07T17:00:00

## Water outage (Yilan County)

- Published: 2026-10-06T10:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060920&info=20038950
- anchor: #n3222861
- Companies mentioned: 台灣自來水公司

台灣自來水公司 announced a water outage in parts of Yilan County for scattered pipeline relocations in coordination with the 114-115 fiscal-year project at the Shenkeng Plant. The outage will affect Tianfu and Yuanshan villages in Sanxing Township and Songluo and Lunpi villages in Datong Township, from October 6, 2026, to 17:00 on October 12.

Facts:
- Effective time: 2026-10-06T08:44:08
- Expiry time: 2026-10-12T17:00:00
- Scattered pipeline relocations in coordination with the 114-115 fiscal-year project at the Shenkeng Plant

## Water Outage (Nantou County)

- Published: 2026-10-06T10:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060910&info=20038947
- anchor: #n3222857
- Companies mentioned: 台灣自來水公司

A water outage due to emergency repairs to a burst pipe will affect Yanhe and Yanxiang villages in Zhushan Township, Nantou County, from 9:04:31 to 15:30 on October 6, 2026. The notice was issued by 台灣自來水公司, and the severity is Minor.

Facts:
- Effective time: 2026-10-06T09:04:31
- Expiry time: 2026-10-06T15:30:00

## Water Outage (Hsinchu City)

- Published: 2026-10-06T10:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060910&info=20038948
- anchor: #n3222856
- Companies mentioned: 台灣自來水公司

新竹市東區光明里因疑似地下漏水導致水壓降低，台灣自來水公司發布停水警報，生效時間為2026年10月6日上午9時9分起至下午1時30分止，嚴重程度為輕微。

Facts:
- Effective time: 2026-10-06T09:09:51
- End time: 2026-10-06T13:30:00

## Water Outage (New Taipei City)

- Published: 2026-10-06T10:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060900&info=20038942
- anchor: #n3222910
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage notice in Xiongliaoli, Shulin District, for pipeline replacement work on Section 2 of Bao'an Street and Jun'an Street, New Taipei City. The outage will affect service from September 30, 2026, to 5 p.m. on October 6.

Facts:
- Effective time: 2026-09-30T09:37:31
- End time: 2026-10-06T17:00:00

## Water Outage (Nantou County)

- Published: 2026-10-06T10:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060900&info=20038944
- anchor: #n3222860
- Companies mentioned: 台灣自來水公司

A minor water outage due to emergency repairs to a burst pipe will affect Yanxiang Village, Zhushan Township, Nantou County, from 8:50 a.m. to 3 p.m. on October 6, 2026. The notice was issued by 台灣自來水公司.

Facts:
- Effective time: 2026-10-06T08:50:05
- End time: 2026-10-06T15:00:00

## Water Outage (Penghu County)

- Published: 2026-10-06T10:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060900&info=20038946
- anchor: #n3222859
- Companies mentioned: 台灣自來水公司

台灣自來水公司 announced a minor water outage in Chixi and Chidong villages, Xiyu Township, Penghu County, for repairs to a pipeline control valve. The outage is scheduled from 8:51 to 16:00 on October 6, 2026.

Facts:
- Effective time: 2026-10-06T08:51:31
- End time: 2026-10-06T16:00:00
- Severity: Minor

## Water outage (Hsinchu City, Hsinchu County)

- Published: 2026-10-06T10:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060900&info=20038943
- anchor: #n3222858
- Companies mentioned: 台灣自來水公司

台灣自來水公司 announced a water outage for work connecting old and new water pipelines. The outage will affect Jinshan and Keyuan villages in East District, Hsinchu City, as well as Kehuli in Zhudong Township and Daqi, Shanhu, and Baoshan villages in Baoshan Township, Hsinchu County, from 8:53 to 15:00 on October 6, 2026. The severity is Minor.

Facts:
- Effective time: 2026-10-06T08:53:28
- End time: 2026-10-06T15:00:00

## Water Outage (New Taipei City)

- Published: 2026-10-06T09:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060850&info=20038938
- anchor: #n3222879
- Companies mentioned: 台灣自來水公司

台灣自來水公司因汰換管線工程施工，發布新北市停水警報。

Facts:
- Effective time: 2026-10-05T16:23:37
- End time: 2026-10-06T17:00:00

## Water outage (Hsinchu City, Hsinchu County)

- Published: 2026-10-06T09:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060850&info=20038939
- anchor: #n3222863
- Companies mentioned: 台灣自來水公司

台灣自來水公司因柴橋路59巷搶修作業，於新竹市東區明湖里、柴橋里、高峰里及香山區東香里、新竹縣寶山鄉雙新村等地區進行停水，停水時間自2026年10月6日8時40分59秒起至13時止，事件嚴重程度為輕微。

Facts:
- Emergency repairs on Lane 59, Chaiqiao Road
- Effective time: 2026-10-06T08:40:59
- Expiration time: 2026-10-06T13:00:00

## Water Outage (Miaoli County)

- Published: 2026-10-06T09:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060850&info=20038941
- anchor: #n3222862
- Companies mentioned: 台灣自來水公司

苗栗縣頭份市中央路與文化街管線搶修，發布停水警報，影響中興里、文化里、合興里、後庄里、蟠桃里等區域，於2026年10月6日上午8時43分生效，預計當日下午1時屆滿。

Facts:
- Effective time: 2026-10-06T08:43:37
- Expiration time: 2026-10-06T13:00:00
- Affected areas: Zhongxing Village, Toufen City, Miaoli County; Wenhua Village, Toufen City, Miaoli County; Hexing Village, Toufen City, Miaoli County; Houzhuang Village, Toufen City, Miaoli County; Pantao Village, Toufen City, Miaoli County

## Water outage (Chiayi County)

- Published: 2026-10-06T09:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060840&info=20038937
- anchor: #n3222864
- Companies mentioned: 台灣自來水公司

嘉義縣番路鄉番路村頂石浦5號附近發生破管，台灣自來水公司進行搶修，影響區域為嘉義縣番路鄉番路村，停水時間自2026年10月6日上午8時34分至下午1時30分，嚴重程度為Minor。

Facts:
- Effective time: 2026-10-06T08:34:09
- End time: 2026-10-06T13:30:00
- Near No. 5, Dingshipu, Fanlu Village, Fanlu Township, Chiayi County

## Water outage (Chiayi County)

- Published: 2026-10-06T09:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060830&info=20038933
- Article page: https://ainews.idaeo.ai/a/4262626-en.html
- anchor: #n3222867
- Companies mentioned: 台灣自來水公司

台灣自來水公司於嘉義縣民雄鄉辦理管線改善工程，10月6日上午8時至下午6時停水，部分管末端地區需延遲60分鐘水壓回穩，影響範圍為嘉義縣民雄鄉中和村。

Facts:
- Water outage from 08 to 18 on October 6
- In some areas at the ends of the water mains，water pressure will take 60 minutes to return to normal
- Effective time: 2026-10-06T08:26:05
- Expiration time: 2026-10-06T18:00:00

## Water Outage (Taoyuan City)

- Published: 2026-10-06T09:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060830&info=20038936
- anchor: #n3222866
- Companies mentioned: 台電、台灣自來水公司、鴻禧加壓站

桃園市大溪區永福里因台電供電異常，導致鴻禧加壓站出水馬達機械故障而停水，由台灣自來水公司發布輕度警報，停水時間自2026年10月6日上午8時27分至下午12時30分。

Facts:
- Effective time: 2026-10-06T08:27:36
- Expiry time: 2026-10-06T12:30:00

## Water Outage (Miaoli County)

- Published: 2026-10-06T09:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060830&info=20038934
- anchor: #n3222865
- Companies mentioned: 台灣自來水公司

苗栗縣三義鄉及苑裡鎮部分區域因地下漏水檢測，自2026年10月6日上午8時28分起至下午4時止實施停水，影響範圍包括三義鄉西湖村、勝興村、鯉魚潭村及苑裡鎮石鎮里、南勢里、蕉埔里，嚴重程度為Minor。

Facts:
- Effective time: 2026-10-06T08:28:16
- End time: 2026-10-06T16:00:00

## Water outage (Yunlin County)

- Published: 2026-10-06T09:20:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060820&info=20038931
- anchor: #n3222892
- Companies mentioned: 台灣自來水公司

Water service will be suspended in Linnai Township, Yunlin County, from 3 p.m. to 6 p.m. on Oct. 6, 2026, for the 115 hydrant installation project. The affected area is Linmao Village. Customers at the ends of pipelines may not regain service until 7 p.m. due to water flow time. Work will be postponed in case of rain.

Facts:
- Water service suspended from 3 p.m. to 6 p.m. on 115/10/6
- Customers at the ends of pipelines may not regain service until 7 p.m. due to water flow time
- Linnai Township, Yunlin County 115 hydrant installation project
- Effective time: 2026-10-05T08:50:38
- Expiration time: 2026-10-06T18:00:00

## Water outage (Yunlin County)

- Published: 2026-10-06T09:20:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610060820&info=20038932
- anchor: #n3222868
- Companies mentioned: 台灣自來水公司

Water service in Wutu Village, Linnai Township, Yunlin County, will be suspended from 10 a.m. to 3 p.m. on Oct. 6, 2026, for a hydrant installation project. Customers at the ends of pipelines may not regain service until 4 p.m. Work will be postponed in case of rain.

Facts:
- 115年 hydrant installation project; water service suspended from 10 a.m. to 3 p.m. on 115/10/6
- Customers at the ends of pipelines may not regain service until 16 due to water flow time
- Effective time: 2026-10-06T08:11:04

## Don't refuse a toast only to be forced to drink! Trump pressures South Korea to sign Alaska LNG deal, threatens to "double the charges"

- Published: 2026-10-06T14:02:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622627
- Article page: https://ainews.idaeo.ai/a/4263294-en.html
- anchor: #n3223287
- Companies mentioned: Glenfarne

U.S. President Trump publicly called on South Korea to quickly sign an agreement for the Alaska LNG project at the White House, threatening to double the charges otherwise. The South Korean government stressed that an investment decision on the project has not been finalized, underscoring a clear gap between the two sides.

Facts:
- U.S. President Trump called on South Korea to quickly sign an agreement to participate in the Alaska liquefied natural gas (LNG) project.
- Trump threatened to raise charges for South Korea, potentially doubling related costs, if it does not want to participate.
- The South Korean government stressed that an investment decision on the Alaska LNG project has not been finalized and that commercial viability and relevant legal requirements still need to be assessed.
- The Alaska LNG project plans to build a pipeline about 1298 kilometers long, with total infrastructure costs estimated at about $44.5 billion to $54.5 billion.
- The Alaska LNG project is being developed by Glenfarne. It has identified potential customers for 13 million metric tons of LNG annually, and would need to raise that figure to 16 million metric tons to support financing.
- Trump announced that South Korea would invest $200 billion in the United States, including participation in the Alaska LNG project. U.S. officials valued the project at about $50 billion to $54 billion.
- The Alaska LNG project has an estimated transportation cost of about $1.4 billion per MTPA, higher than the average construction cost of about $1 billion per MTPA or less for U.S. Gulf Coast LNG projects.
- The Alaska LNG project is part of South Korea's $350 billion strategic investment framework with the United States, including $150 billion for shipbuilding and $200 billion for strategic investments.

## Value Investing: Latest Industry Research Report — 高技 (5439-TW): High-end board demand continues, with pricing adjustments and capacity efficiency driving growth

- Published: 2026-10-06T13:59:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622625
- Article page: https://ainews.idaeo.ai/a/4263297-en.html
- anchor: #n3223288
- Companies mentioned: 高技(5439-TW)、摩爾投顧

高技(5439-TW) posted record August revenue of NT$1.108 billion, as upgrades to AI server and high-speed switch specifications boosted demand for heavy-copper and high-layer-count boards. The company began implementing staggered price increases at the end of the second quarter, and order visibility extends into the first quarter of 2027.

Facts:
- August revenue was NT$1.108 billion, up 5.5% month over month and 5.24% year over year
- Revenue for the first 8 months totaled NT$7.750 billion, up 34.29% year over year
- Second-quarter revenue was NT$3.053 billion, up 20.32% quarter over quarter
- Second-quarter after-tax net profit was NT$431 million, with earnings per share of NT$4.64 for the quarter and NT$8.15 for the first half
- Gross margin recovered from 20.33% in the first quarter to 22.46%, while operating margin rose to 16.86%
- 800G switch boards are moving toward 30- to 40-layer designs, while 1.6T products remain in development
- Price increases launched at the end of the second quarter are being implemented in stages. Some customers saw the increases in the second quarter, with adjustments for others rolling out in the third quarter.
- Order visibility extends to year-end, with some orders extending into the first quarter of 2027

## Tech giants cut reliance on Claude: 微軟 slashes budget, Meta cuts user base in half

- Published: 2026-10-06T13:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622309
- Article page: https://ainews.idaeo.ai/a/4263299-en.html
- anchor: #n3223289
- Companies mentioned: Meta、微軟、Anthropic、The Information

微軟 and Meta are seeking to reduce their internal reliance on Anthropic's Claude. 微軟 has cut its internal budget by more than one-third, while the number of Meta employees using Claude Code fell from about 60,000 to about 30,000, highlighting Anthropic's customer-concentration risks and revenue pressure ahead of its IPO.

Facts:
- 微軟 has cut its internal Claude spending budget by more than one-third
- The number of Meta Claude Code users fell from about 60,000 to about 30,000, down nearly half from earlier this year
- 微軟在今年5月便開始降低對Claude Code的依賴
- 微軟 previously estimated that its annual spending on internal use of Claude AI would reach at least $1 billion
- Meta laid off about one-tenth of its approximately 78,000 employees this spring
- MetaCode is for internal use only and currently has more than 30,000 users
- Muse Code began external customer testing in August and has more than 6,000 internal users
- Meta spent more than $105 million on Claude Code in the past 28 days
- Anthropic's 2 largest customers account for about 25% of its revenue
- This report is based on an Oct. 5 report by The Information

## 台灣愛立信: Agentic AI set to rise; Taiwan multimodal AI users projected to reach 44% by 2030

- Published: 2026-10-06T13:49:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6620189
- Article page: https://ainews.idaeo.ai/a/4263293-en.html
- anchor: #n3223290
- Companies mentioned: 台灣愛立信

A report from 台灣愛立信 says that 38% of users worldwide will delegate daily tasks to AI agents by 2030. Taiwan's multimodal AI usage rate is projected to rise from 18% to 44%, above the global average of 30%.

Facts:
- 台灣愛立信於當日發布最新報告，指出全球38%的受訪用戶預估在2030年前將行程安排與採購等日常任務交由AI代理協助處理。
- In Taiwan, about 18% of smartphone users currently use multimodal AI frequently.
- The multimodal AI usage rate in Taiwan is expected to rise to 44% by 2030.
- Currently, only 4% of users worldwide are using agentic AI.
- Respondents expect AI agents to save individuals one hour of browsing time each day.
- Ericsson estimates that by 2030, heavy AI users will account for about three-tenths of users, and their usage time will be 4 times that of average users.
- By 2030, nearly one-third of users are expected to begin using AI-related services on new types of devices, such as AI smart glasses.

## 漢翔 pushes industry-academia collaboration toward commercialization, joins forces with 成大 to unveil Blackwing X drone

- Published: 2026-10-06T13:48:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622585
- Article page: https://ainews.idaeo.ai/a/4263295-en.html
- anchor: #n3223291
- Companies mentioned: 漢翔、成功大學

漢翔 (2634-TW) announced the joint unveiling of the “Blackwing X drone” with 成功大學, marking the move of industry-academia research成果 toward commercialization. It has also brought together more than 10 companies to form a non-red supply chain, strengthening Taiwan’s independent drone R&D capabilities.

Facts:
- 漢翔 announced that day the joint unveiling of the “Blackwing X drone” with 成功大學.
- The Blackwing X drone represents a drone developed from industry-academia research toward commercialization.
- More than 10 related companies are working together to form a non-red supply chain.
- 漢翔 has successively invited domestic communications and power-system suppliers to join.
- Blackwing X is currently undergoing continued development and performance optimization.
- 漢翔’s stock code is 2634-TW.

## Taiwan stocks challenge 50,000-point milestone; September’s top 10 regular-investment picks revealed

- Published: 2026-10-06T13:46:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622574
- Article page: https://ainews.idaeo.ai/a/4263296-en.html
- anchor: #n3223292
- Companies mentioned: 凱基證券、台積電

台股挑戰5萬點里程碑之際，凱基證券公布9月前10大定期定額熱門標的，元大台灣50居冠，凱基台灣TOP50掛牌半年即竄升至第四。8月定期定額金額達368.79億元，年增120%，反映投資人在高檔仍積極分批進場。

Facts:
- 凱基證券’s top 10 regular-investment picks for September, in order, are Yuanta Taiwan 50, Cathay Sustainable High Dividend, Yuanta High Dividend, KGI Taiwan TOP50, 台積電, Fubon Taiwan 50, Capital Taiwan Select High Dividend, Active Uni-President Taiwan Growth, Fubon Technology, and Cathay Taiwan 5G+
- Yuanta Taiwan 50 (0050) remained the top regular-investment pick in September.
- 凱基台灣TOP50(009816)掛牌半年已躍居前四
- Regular-investment contributions to Taiwan stocks surged to NT$36.879 billion in August, up 120% year on year.
- The scale of regular investment in Taiwan stocks in August exceeded 2 times that of the same period last year.
- 凱基證券 announced its top 10 regular-investment picks for September on September 6.
- High-dividend ETFs remain popular, while technology-themed ETFs and active ETFs have also entered the top 10.

## 月之暗面 completes pre-IPO fundraising, valuation surges to $50 billion; reportedly plans Hong Kong listing in first quarter next year

- Published: 2026-10-06T13:41:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622546
- Article page: https://ainews.idaeo.ai/a/4263302-en.html
- anchor: #n3223293
- Companies mentioned: 月之暗面、Moonshot AI、OpenAI、Anthropic、DeepSeek、美國銀行、中金公司、德意志銀行、高盛、Meta、Alphabet、Google、阿里巴巴集團、騰訊控股、五源資本、5Y Capital

Chinese AI unicorn 月之暗面 has completed a final private funding round at a valuation of about $50 billion and plans to pursue a Hong Kong IPO in the first quarter next year, seeking to raise up to $5 billion. It has appointed Bank of America, CICC, Deutsche Bank and 高盛 to advance the transaction.

Facts:
- 月之暗面 (Moonshot AI) has completed a final private funding round at a valuation of about $50 billion.
- 月之暗面 is moving toward a Hong Kong IPO in the first quarter next year.
- The company is considering raising up to $5 billion.
- Chinese regulators have launched a data security investigation into DeepSeek and 月之暗面.
- The company was valued at $31.5 billion in its previous funding round this summer.
- The company’s ARR is projected to increase from the current $1 billion to $2 billion in December.
- The company has appointed 美國銀行 as the overall coordinator for the listing and is advancing the transaction with 中金公司, 德意志銀行 and 高盛.
- 月之暗面 was founded in early 2023 by Yang Zhilin, a former professor at Tsinghua University.

## 2026 Bay Area Semiconductor Expo opens next week! 20-country giants including ASML and Applied Materials gather in Shenzhen; AI infrastructure exhibition debuts

- Published: 2026-10-06T13:30:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622316
- Article page: https://ainews.idaeo.ai/a/4263301-en.html
- anchor: #n3223294
- Companies mentioned: 艾司摩爾、應用材料、Lam Research、TEL、KLA、ASM、SCREEN、DISCO、Merck、Edwards、中國北方華創、中微公司、盛美半導體、拓荆科技、華海清科、屹唐股份、上海微電子、中科飛測、微導納米、奕斯偉、中環領先、江豐電子、富創精密、雅克科技、長飛先進、FerroTec、FerroTec中國、VAT、SEMILAB、精智達、萬里眼、啟雲方、中欣晶圓、芯豐精密、博芯微、盾源聚芯、深圳技術大學半導體微納加工中心、阿里達摩院

The 2026 Bay Area Semiconductor Expo will be held in Shenzhen on the 14th, bringing together more than 1,000 semiconductor companies from more than 20 countries and more than 70,000 professional visitors. A new AIE AI Infrastructure Industry Ecosystem Exhibition will also be introduced, with international equipment giants and China’s domestic supply chain appearing side by side.

Facts:
- The 2026 Greater Bay Area Semiconductor Industry Ecosystem Expo (Bay Area Semiconductor Expo, WESEMiBAY) will be held in Shenzhen on the 14th (next Wednesday).
- More than 1,000 semiconductor companies from more than 20 countries and regions are exhibiting.
- The expo is expected to attract more than 70,000 professional visitors.
- The expo is divided into 4 core zones: wafer manufacturing, compound semiconductors, advanced packaging, and IC design/AI infrastructure.
- A new AIE AI Infrastructure Industry Ecosystem Exhibition has been added this year.
- International equipment giants exhibiting include 艾司摩爾, 應用材料, Lam Research, TEL, KLA, ASM, SCREEN, DISCO, Merck and Edwards.
- Exhibitors from China’s domestic supply chain include 北方華創, 中微公司, 盛美半導體, 拓荆科技, 華海清科, 屹唐股份, 上海微電子, 中科飛測, 微導納米, 奕斯偉, 中環領先, 江豐電子, 富創精密 and 雅克科技.
- The 2025 Bay Area Semiconductor Expo unveiled more than 2,500 new semiconductor products.

## Trump administration’s bid to impose heavy fines on immigrants dealt setback; policy allowing penalties of up to $1.8 million per person ruled unlawful

- Published: 2026-10-06T13:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622344
- Article page: https://ainews.idaeo.ai/a/4263304-en.html
- anchor: #n3223295
- Companies mentioned: 移民法律資源中心 (Immigrant Legal Resource Center)

George O’Toole, a judge at the U.S. District Court in Boston, ruled that the Trump administration’s policy of imposing hefty civil fines on immigrants who did not leave the country under final removal orders violated the Administrative Procedure Act, and ordered the suspension of the fines and enforcement measures.

Facts:
- George O’Toole, a judge at the U.S. District Court in Boston, ruled unlawful the Trump administration’s policy of imposing hefty civil fines on immigrants who failed to leave the United States under final removal orders.
- The class-action lawsuit was filed by 2 immigrants who were assessed civil fines and the Immigration Legal Resource Center.
- The Department of Homeland Security said it has issued more than 103,000 fines to immigrants since Trump returned to the White House, totaling about $84 billion.
- Immigrants who fail to leave under a removal order can be fined up to $998 per day, with the maximum penalty in a single case reaching $1.8 million.
- The court found that the government’s July 2025 changes to the fine procedures violated the Administrative Procedure Act by failing to provide an opportunity for public comment.
- The legal basis for the policy dates back to the Illegal Immigration Reform and Immigrant Responsibility Act of 1996.
- Before the ruling, the Trump administration had introduced a streamlined fine procedure last July, eliminating the original 30-day notice period.

## Are U.S. stocks really this expensive? This indicator hits a 30-year low

- Published: 2026-10-06T13:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622383
- Article page: https://ainews.idaeo.ai/a/4263303-en.html
- anchor: #n3223297
- Companies mentioned: 輝達 (Nvidia) (NVDA-US)、超微 (AMD-US)、Truist、Yardeni Research、FactSet、Yahoo Finance

According to Yahoo Finance, although tech giants such as Nvidia and AMD have repeatedly hit record share prices, the S&P 500’s price/earnings-to-growth (PEG) ratio has recently fallen to a 30-year low, indicating that U.S. stock valuations are not overheated. FactSet data show that S&P 500 earnings are forecast to grow 29.5% year on year in the third quarter, potentially marking 3 consecutive quarters of growth above 25%. Growth of 27.6% is forecast for the fourth quarter, and 32.4% for full-year 2026. Truist chief strategist Keith Lerner said that as the fourth quarter gets underway, share prices and valuations have undergone a healthy reset. He maintains an overweight allocation to stocks and favors U.S. growth stocks.

Facts:
- The S&P 500’s PEG ratio has recently fallen to its lowest level in 30 years.
- The market expects S&P 500 companies’ earnings in the recently ended third quarter to grow 29.5% from the same period last year.
- This would mark a record 3 consecutive quarters of earnings growth above 25%.
- Wall Street analysts expect corporate earnings to grow 27.6%.
- Analysts forecast corporate earnings to grow 32.4% year on year.

## Western sanctions offset by an “Asian buffer”? Gold floods into Russia, Hong Kong receives 112.7 tons in the first 7 months of this year, more than all of last year

- Published: 2026-10-06T13:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622531
- Article page: https://ainews.idaeo.ai/a/4263300-en.html
- anchor: #n3223296
- Companies mentioned: 倫敦金銀市場協會 (LBMA)、標普 (S&P)、上海黃金交易所、港金結算公司、新加坡交易所、香港特區政府

Russian gold is shifting east more quickly under Western sanctions, with Hong Kong emerging as a major receiving hub. In the first 7 months of this year, Hong Kong imported 112.7 tons of Russian gold, already exceeding the 92.1 tons for all of 2025. Russian gold’s share of Hong Kong’s non-monetary gold imports rose from 0.6% in 2021 to nearly 15%. After the LBMA removed 6 Russian refineries from its Good Delivery List in 2022, the U.S., U.K. and G7 restricted imports of newly mined Russian gold, redirecting physical gold to Asia. Hong Kong is absorbing the additional supply through its import, storage, re-export and renminbi settlement systems. The Hong Kong government aims to expand storage capacity to more than 2000 tons within 3 years and has launched a “physical connectivity” initiative with 上海黃金交易所, but 新加坡交易所 is also set to launch over-the-counter gold clearing by year-end, intensifying competition among hubs.

Facts:
- Hong Kong imported 112.7 tons of Russian gold in the first 7 months of this year
- Exceeding the 92.1 tons for all of 2025
- Far above the 3.3 tons in 2021
- Rose from 0.6% in 2021 to nearly 15%
- Asia-Pacific demand for gold bars, coins and investments accounts for about 七成 of the global total
- Asian investment demand was 474 tons in Q1 this year
- up 42% year over year
- Exports to the U.K. previously accounted for about 三分之二 of Russian gold production
- Aim to expand storage capacity to more than 2000 tons within 3 years
- Hong Kong is about half a year ahead of Singapore in regional clearing and links to the mainland’s physical gold pool

## Pay the same, get half the usage: OpenAI’s 50% speed boost still fails to ease user frustration

- Published: 2026-10-06T13:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622335
- Article page: https://ainews.idaeo.ai/a/4263298-en.html
- anchor: #n3223298
- Companies mentioned: OpenAI、Anthropic、SemiAnalysis、Meta、SpaceXAI、MINIMAX、月之暗面、智譜、Cursor、Cognition、OpenCode、Pi、Amp、Devin

OpenAI announced a roughly 50% increase in the default speeds of GPT-6 Astra and GPT-6.1 Sol, but SemiAnalysis testing found that Anthropic’s subscription allowance is worth about 5 times OpenAI’s at equivalent API prices, highlighting the tension AI companies face between cutting subsidies and retaining heavy users.

Facts:
- OpenAI announced a roughly 50% increase in the default speeds of GPT-6 Astra and GPT-6.1 Sol, with users needing to take no action to notice the change within 兩 hours
- SemiAnalysis testing found that Anthropic’s subscription allowance for its main everyday models is worth about 5 times OpenAI’s when calculated at API prices
- Output speed increased from 30 tokens per second to 50
- After OpenAI’s adjustment last week, the number of tokens available across models in the $200 plan was halved, and the API-equivalent value of GPT-6.1 Sol fell by more than 50%
- The $200 plan’s allowance was exhausted after usage equivalent to $2,897 of Astra
- Anthropic subscriptions account for about 10% of total revenue but may consume more than 40% of inference computing power, reducing blended revenue per megawatt by about $36 million
- The $200 plan purchased before the adjustment can retain its old allowance through Oct. 29
- In the $500 plan, Astra’s allowance is only 21% higher than in the old $200 plan, while Sol’s API-equivalent value has even declined

## Morgan Stanley backs 輝達 as two major data points reveal surging AI investment; Taiwan stocks challenge a “50,000-point floor”—which industries should investors watch?

- Published: 2026-10-06T12:39:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622587
- Article page: https://ainews.idaeo.ai/a/4262476-en.html
- anchor: #n3222689
- Companies mentioned: 摩爾投顧、摩根士丹利、輝達、台積電、美光、台達電、光寶科、新盛力、國巨、華新科、貿聯-KY、中砂、啟碁、智邦、漢磊、嘉晶、穩懋、聯亞、眾達-KY、鉅亨網

摩爾投顧分析師葉俊敏引用摩根士丹利「增持」輝達報告與兩大關鍵數據（資料中心建設支出年增73%、電腦及週邊設備支出達4,201億美元），指出AI投資持續暴增，台股加權指數挑戰5萬點可能成為地板價。

Facts:
- U.S. data center construction spending rose 73% year over year in August, with annualized spending reaching a record $85 billion
- Spending on computers and peripheral equipment grew by $20.5 billion in the second quarter of 2026, reaching a record $420.1 billion. It rose for the 第六 consecutive quarter, with total growth of $233.6 billion, or 125%
- The Nasdaq’s estimated price-to-earnings ratio is 30.72 times, with a forward P/E of 21.51 times
- 摩根士丹利 issued an “Overweight” report on 輝達, saying the Vera Rubin platform could deliver up to 25 times as many tokens as the Blackwell platform
- The new Feynman platform, slated for launch in 2028, will lift revenue per gigawatt from $40 billion to more than $50 billion
- 美光 says memory supply-demand gaps in 2027 and 2028 will be wider than in 2026; it has signed 26 long-term agreements, with the longest running through 2031

## 只買台股錯過 AI 下半場？009831 FT核心AI電力算力，為何把四成布局放在電力？

- Published: 2026-10-06T12:34:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622582
- Article page: https://ainews.idaeo.ai/a/4262477-en.html
- anchor: #n3222690
- Companies mentioned: 富蘭克林華美投信

富蘭克林華美投信 has launched the 009831 FT Core AI Power and Computing ETF, investing across developed markets worldwide. It targets a 40% weighting in the AI power supply chain, linking energy and grid equipment to cloud platforms and filling gaps in Taiwan stock portfolios’ overseas power and software application exposure.

Facts:
- 009831 FT Core AI Power and Computing was launched by 富蘭克林華美投信
- 009831 invests across developed markets worldwide
- 009831 has set a target weighting of 40% for the AI power supply chain
- 009831 includes exposure to hardware, software and applications
- 009831 links investments spanning energy, grid equipment and cloud platforms
- 009831 is designed not to distribute dividends
- 009831’s income is reinvested in the fund’s assets
- 009831’s investment approach focuses on long-term capital growth

## Wall Street analysts have never been this bullish on U.S. stocks

- Published: 2026-10-06T12:30:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622193
- Article page: https://ainews.idaeo.ai/a/4262478-en.html
- anchor: #n3222691
- Companies mentioned: Yahoo Finance、FactSet、Creative Planning

FactSet data show that 60% of S&P 500 constituents have a “Buy” rating from Wall Street, a record high. Third-quarter earnings are forecast to rise 29.5% year over year, reflecting strong analyst optimism but little room for error.

Facts:
- Wall Street analysts currently rate 60% of S&P 500 constituents “Buy,” the highest share on record.
- The share of “Buy” ratings is above the 5-year average of 55.9%.
- The share of “Hold” ratings is below the 5-year average of 38.6%, and the share of “Sell” ratings is also below the 5-year average of 5.5%.
- The “Buy” rating share is 70% in both communication services and information technology, 64% in both materials and energy, and 61% in health care.
- The consumer staples sector has the lowest “Buy” rating share at 45%, a “Hold” share of 47% and a “Sell” share of 7%, each an extreme among the categories.
- Since June 30, the share of S&P 500 constituents rated “Buy” has risen from 59.7% to 59.9%.
- S&P 500 constituents are expected to post 29.5% year-over-year earnings growth in the third quarter. If forecasts are met, corporate earnings will have grown by more than 25% for the 第三 consecutive quarter, setting a record of double-digit percentage earnings growth for the 第八 consecutive quarter.
- Wall Street analysts expect corporate earnings to grow 27.6% in the fourth quarter, while their forecast for full-year 2026 earnings at S&P 500 constituents is up 32.4% from last year.

## Index bull market, individual-stock bear market! U.S. stocks reach a “crossroads”; Morgan Stanley’s Wilson says Treasury volatility will determine what comes next

- Published: 2026-10-06T12:30:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622185
- Article page: https://ainews.idaeo.ai/a/4262479-en.html
- anchor: #n3222692
- Companies mentioned: 摩根士丹利、高盛、BTIG、聯準會

摩根士丹利’s Mike Wilson warned that a roughly 12% divergence has opened up between U.S. stock indexes and market breadth, with 51% of Russell 3000 constituents in a bear market. The key is the direction of Treasury volatility.

Facts:
- Already 51% of Russell 3000 constituents have fallen more than 20% from their June highs, entering bear-market territory.
- The median S&P 500 stock is 16% below its 52-week high, with market breadth at its weakest since the dot-com bust.
- The 10-year Treasury yield has returned to 5.25%, the MOVE Index has broken above 100, but the VIX is below 15.
- 96% of semiconductor stocks have fallen more than 20% from their June highs, while 69% have dropped more than 40%.
- 摩根士丹利’s 2026 EPS forecast is $339, about 6% below the market consensus of $361.
- 高盛’s 12-month target is 8700 points, assuming almost no contribution from valuation expansion.
- Since the Jackson Hole symposium, the 2-year Treasury yield has risen nearly 60 basis points.