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

## 〈Stock Focus〉晟銘電 rises as L11 share grows and Q4 outlook improves

- Published: 2026-10-06T12:10:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622571
- Article page: https://ainews.idaeo.ai/a/4262480-en.html
- anchor: #n3222693
- Companies mentioned: 晟銘電、輝達、迎廣、營邦

Server chassis maker 晟銘電 (3013-TW) turned higher today (6), gaining more than 4% at its peak, as revenue from L11 system integration increased, ODM projects focused on rack business, and 輝達’s VR200 ramped up shipments this quarter.

Facts:
- 晟銘電’s L11 system integration business rose to 18% of revenue in the first 8 months of this year.
- 8至9成的ODM專案聚焦機櫃業務，預期占比將持續提高。
- 晟銘電’s server share fell to 73%, diluted by the increase in L11 revenue.
- The revenue contribution from the fourth quarter through next year is expected to continue rising for L11.
- 輝達's VR200 will begin volume shipments this quarter.
- The factory in Dongguan, China, is setting up an automated paint line, which is expected to be completed by year-end.
- Phase 1 of the Thailand factory is already in production, while the new automated paint line in Phase 2 is undergoing trial production. It can join cabinet production in the first half of next year.
- 晟銘電 shares turned higher today (6), rising to a high of NT$96.8, up more than 4%.

## China Can No Longer Rely on Exports for Economic Growth; IMF: Getting People to Spend Is Key

- Published: 2026-10-06T12:10:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622297
- Article page: https://ainews.idaeo.ai/a/4262481-en.html
- anchor: #n3222694
- Companies mentioned: 國際貨幣基金（IMF）

The IMF's report, “Toward a New Model of Economic Growth in China,” says China's economic transformation should center on household consumption, the services sector and productivity gains, alongside reforms to social security, pensions, household registration and the allocation of corporate resources.

Facts:
- The IMF says the model that once drove China's economic growth through investment, manufacturing and exports is increasingly showing its limitations.
- Chinese households save significantly more than those in comparable countries, and high savings have also driven the economy to rely excessively on investment.
- Without reform, China's public pension costs will rise from about 5% of GDP in 2024 to around 15% by the middle of this century.
- If the retirement age for both men and women is raised to 65 in 2040, real GDP could increase by 3% in 2050, while pension spending as a share of GDP could fall by 1.8 percentage points.
- The share of revenue accounted for by Chinese companies less than 10 years old fell from about 70% in 2003 to 2004 to around 30% in 2017 to 2018.
- The potential savings from optimizing the structure of public investment are equivalent to about 6% of GDP.
- Comprehensive tax reform could raise tax revenue as a share of GDP by 5 to 6 percentage points over the medium term.
- Doubling pension benefits for residents would add only fiscal spending equivalent to 0.6% of GDP by 2050, while increasing consumption among rural households by about 4%.

## Bab el-Mandeb Strait Becomes New Battlefield! Expert: Mecca Alliance Turns Red Sea Crisis Into a Collective Security War in the Middle East

- Published: 2026-10-06T12:00:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622236
- Article page: https://ainews.idaeo.ai/a/4261544-en.html
- anchor: #n3222298
- Companies mentioned: 沙烏地阿拉伯阿美（Saudi Aramco，文中以「拉比格阿美煉油廠」形式提及）

Yemen's government forces say they have retaken Mokha in Taiz Governorate and are advancing toward Dhubab and the Bab el-Mandeb Strait, but the Houthis deny losing the area. A multinational coalition led by Saudi Arabia launched Operation Yemen Dawn, deploying about 100 warplanes to strike 324 targets. Saudi Arabia, Pakistan and Turkey have “internationalized” the crisis under the Mecca Joint Defense Agreement. The Houthis retaliated with missiles and drones, targeting facilities including Riyadh's King Khalid International Airport and Aramco's Rabigh refinery. The United States has provided only intelligence and defensive support and has not agreed to direct airstrikes. Experts say that if passage remains unstable, oil shipping insurance costs and the Middle East risk premium will remain high.

Facts:
- Deploying about 100 warplanes
- Striking 324 high-value targets
- The Houthis retaliated with three waves of ballistic missiles, cruise missiles and drones on Monday night.
- Voyage time increases by 7 to 10 days
- An additional several hundred thousand dollars per vessel

## 儒億 Surges More Than 7% in OTC Debut, Optimistic on Southeast Asian Auto Market

- Published: 2026-10-06T11:39:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622534
- Article page: https://ainews.idaeo.ai/a/4261546-en.html
- anchor: #n3222299
- Companies mentioned: 儒億、斯坦雷

Automotive lighting solutions provider 儒億 (6604-TW) began trading on the OTC market on the 6th, surging 7.5% in early trading. Chairman Wu Kuo-chen is optimistic about growth in Southeast Asia's auto market and plans to expand market share by leveraging the capital market.

Facts:
- 儒億 began OTC trading on the 6th, surging 7.5% in early trading.
- 儒億 is chaired by Wu Kuo-chen.
- 儒億 holds IATF 16949 and ISO 26262 international certifications.
- 儒億 is collaborating on technology with major automotive lighting maker 斯坦雷.
- 儒億's main customers are in Taiwan, Japan and Malaysia.
- 儒億 has the capability to manufacture AFS adaptive front-lighting systems and ADB adaptive driving beam headlights.
- Indonesia has only 99 cars per 1,000 people.
- 儒億's consolidated revenue for the first 8 months totaled NT$1.446 billion, up 14.79% year over year.

## 〈Stocks in Focus〉SpaceX Shares Soar; 萊德光電-KY Hits Limit-Up, Climbing to NT$600

- Published: 2026-10-06T11:38:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622537
- Article page: https://ainews.idaeo.ai/a/4261545-en.html
- anchor: #n3222300
- Companies mentioned: SpaceX、萊德光電-KY

After SpaceX successfully launched a Starship orbital mission, its shares surged nearly 8% on Monday to a record high, lifting Taiwanese fiber-optic passive component maker 萊德光電-KY to its limit-up price of NT$651 today (6), its highest level in more than 3 months.

Facts:
- SpaceX (SPCX-US) climbed nearly 8% on Monday (5), buoyed by the successful launch of a Starship orbital mission, closing at US$171.09, its highest level since mid-June 2026.
- 萊德光電-KY（7717-TW）今（6）日在外資連4買挹注下，開盤後迅速攻上漲停價651元，創近3個多月波段新高。
- 萊德光電-KY's cumulative revenue for the first 8 months of this year was about NT$821 million, up 32.68% year over year.
- 萊德光電-KY's revenue in August rose 86.19% year over year, the second-highest monthly figure on record.
- Targeting opportunities in the low-Earth-orbit satellite sector, 萊德光電-KY is continuing to expand into satellite laser communications applications.
- 萊德光電-KY's long-term development is extending into applications including space AI data centers, space power stations and space manufacturing.
- Satellite laser communications passive components are 萊德光電-KY's main revenue source, while fiber laser passive components are its fastest-growing product line.
- 萊德光電-KY's products include fiber-optic communications passive components, fiber laser passive components and smart lighting.

## 藥華藥's PV and ET Growth Engines Continue to Deliver; September Revenue Rises 1 Times Year Over Year to a New Monthly High

- Published: 2026-10-06T11:37:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619391
- Article page: https://ainews.idaeo.ai/a/4261543-en.html
- anchor: #n3222301
- Companies mentioned: 藥華藥、PharmaEssentia

藥華藥 (6446-TW), supported by continued strength in its PV and ET growth engines, reported September revenue of NT$2.635 billion, up 1 times year over year and setting a new monthly high. Third-quarter revenue was NT$7.759 billion, up 99.26% year over year. Revenue for the first 3 quarters totaled NT$19.737 billion, up 83.54% year over year. Ropeg has received approval for the ET indication in Taiwan, Japan and the United States, while reviews are underway in China and South Korea. The company also plans to begin applications in Australia for marketing approvals for both PV and ET indications.

Facts:
- September revenue of NT$2.635 billion
- Up 0.69% month over month
- Up 1 times year over year
- Third-quarter revenue of NT$7.759 billion
- Up 13.19% quarter over quarter
- Up 99.26% year over year
- Revenue for the first 3 quarters of this year totaled NT$19.737 billion
- Up 83.54% year over year
- Ropeg has been recommended by NCCN for 4 consecutive years.

## 15th Anniversary of Steve Jobs' Death: Cook and Ternus Pay Moving Tributes

- Published: 2026-10-06T11:23:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622526
- Article page: https://ainews.idaeo.ai/a/4261547-en.html
- anchor: #n3222302
- Companies mentioned: 蘋果

蘋果聯合創辦人賈伯斯逝世15週年之際，現任執行長特努斯與前執行長庫克公開發文緬懷，分別強調其對細節與體驗的堅持，以及改變世界與無數生命的深遠影響。

Facts:
- 蘋果聯合創辦人賈伯斯於15年前的10月5日因胰臟癌逝世。
- 在賈伯斯逝世15週年當日，蘋果現任執行長特努斯與前執行長庫克均公開發文緬懷。
- Ternus said Jobs taught the team to care deeply about details, the user experience and every person, and that lesson continues to guide his work.

## Another Pre-Election Push to Cut Prices! Trump Orders Easing of Red Diesel Restrictions; Expert Criticizes Move: No Supply Increase, Could Squeeze Fuel for Agriculture

- Published: 2026-10-06T11:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622300
- Article page: https://ainews.idaeo.ai/a/4261548-en.html
- anchor: #n3222303
- Companies mentioned: 白宮、美國汽車協會、彭博經濟研究、GasBuddy

U.S. President Trump signed an executive order on Monday (5) at a campaign rally in Grand Island, Nebraska, easing restrictions on the use of red diesel. Experts say the move will not increase supply and could squeeze fuel available for agriculture.

Facts:
- Trump signed an executive order on Monday (5) while attending a campaign rally in Grand Island, Nebraska, easing restrictions on the use of tax-exempt dyed diesel.
- Red diesel has the same chemical composition as regular road diesel, with dye added only to distinguish it. It was originally intended mainly for off-road uses such as agriculture and construction and is exempt from the 24-cent-per-gallon federal excise tax.
- As of Sunday (4), the national average retail price of diesel was US$6.32 per gallon, more than 50% above the US$3.76 price before the U.S.-Iran war broke out on February 28.
- U.S. diesel inventories are at a seasonal low, and refineries are already operating at full capacity.
- Chris Kennedy, an economist at 彭博經濟研究, said refineries and fuel sellers may absorb almost all of the additional benefits resulting from the policy.
- Patrick De Haan, head of petroleum analysis at GasBuddy, said Trump's latest move will do little for most drivers, as most U.S. states still prohibit the use of red diesel on public roads.
- Agriculture Secretary Rollins said the government is taking action to provide short-term relief to farmers and may announce aid measures for them later.

## Tariffs on Chinese cars are difficult to impose—and difficult not to impose; UK auto industry fears losing its biggest market

- Published: 2026-10-06T11:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6622296
- Article page: https://ainews.idaeo.ai/a/4261549-en.html
- anchor: #n3222304
- Companies mentioned: 奇瑞、日產、比亞迪、歐萌達、傑酷、Autotrader、SMMT、RSM UK

The UK auto industry faces a dilemma over whether to impose tariffs on Chinese cars: the government fears that tariffs could trigger Chinese retaliation and push up car prices, while the EU warns that failing to impose them would lead to restrictions on UK cars entering their largest export market under “Made in Europe” rules.

Facts:
- EU imposes tariffs of up to 45% on Chinese cars
- In the first eight months of 2026, 傑酷, 歐萌達 and 比亞迪 more than doubled their share of the UK new-car market, reaching 12%
- The EU accounted for 58% of UK car exports in the first half of this year, while China accounted for about 4%
- UK new-car registrations grew 12% in September, the strongest year-on-year performance for the month since 2017
- SMMT says “Made in Europe” rules pose an existential threat to UK car production
- 奇瑞 is in talks about partnering to use 日產’s Sunderland plant to produce cars
- 傑酷7 and 比亞迪海獅7 rank among the UK’s best-selling car models
- 日產 Europe chairman Messina described the risk of China entering the UK market in large numbers as a “Trojan horse”

## [宏碁遊戲-創] Announcement on behalf of subsidiary Winking Studios Limited regarding the execution of its share buyback

- Published: 2026-10-06T00:30:10+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6908&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=233010&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262468-en.html
- anchor: #n3222688
- Companies mentioned: 宏碁遊戲-創、Winking Studios Limited

宏碁遊戲-創 (code 6908) announced on Oct. 5, 2026, the treasury-share transaction activity of its subsidiary Winking Studios Limited, in which it holds 57.19%; the subsidiary purchased 30,000 shares on the market that day at SGD 0.2000 per share, for a total consideration of SGD 6,027.40, bringing its cumulative treasury shares to 2,169,600.

## [聯電] Announces pricing of its 7th offshore unsecured convertible bonds

- Published: 2026-10-05T23:26:42+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2303&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=222642&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262467-en.html
- anchor: #n3222687
- Companies mentioned: 聯華電子股份有限公司

聯華電子（聯電，2303）completed pricing of its 7th offshore unsecured convertible bonds on Oct. 5, 115, with a total amount of US$1.8 billion. The bonds comprise 5-year Series A and 18-month Series B notes and are expected to be issued on Oct. 13, 115.

Facts:
- 聯華電子股份有限公司 announced the completion of pricing for its 7th offshore unsecured convertible bonds, with a total offering amount of US$1.8 billion, comprising US$900 million of Series A notes and US$900 million of Series B notes.
- Series A notes carry a coupon rate of 0%, mature 5 years after issuance, and are due on Oct. 13, 120.
- Series B notes carry a coupon rate of 0%, mature 18 months after issuance, and are due on Apr. 13, 117.
- The conversion price for Series A notes is NT$202.06, set at 132.5% of the common shares’ closing price of NT$152.5 on the pricing date.
- The conversion price for Series B notes is NT$179.19, set at 117.5% of the common shares’ closing price of NT$152.5 on the pricing date.
- The annualized yield to maturity is -0.25% for Series A notes and -1.35% for Series B notes, calculated semiannually; the fixed exchange rate is US$1 to NT$31.753.
- Holders of Series A notes may exercise the put option on the dates 1 year and 3 years after issuance (Oct. 13, 116, and Oct. 13, 118).

## [福懋油] (Supplement to the explanation of the material information reported on Aug. 24, 115) The company received an indictment from prosecutors at the Taiwan Taichung District Prosecutors Office on Aug. 24 and received a motion to consolidate proceedings from the Taiwan Keelung District Prosecutors Office today

- Published: 2026-10-05T21:01:42+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1225&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=200142&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262466-en.html
- anchor: #n3222686
- Companies mentioned: 福懋油脂股份有限公司、中聯油脂股份有限公司

福懋油（1225）公告接獲臺灣臺中地方檢察署起訴書及臺灣基隆地方檢察署移送併辦意旨書，因中聯油脂115年4至6月沙拉油苯駢芘超標事件，涉違反食安法第7條第5項遭檢方偵結起訴，公司不法所得被計算為1億8,390萬元。

Facts:
- 福懋油 received an indictment from a prosecutor at the Taiwan Taichung District Prosecutors Office on Aug. 24, 115.
- 福懋油 received a motion to consolidate proceedings from the Taiwan Keelung District Prosecutors Office on Oct. 5, 115.
- Some batches of salad oil produced by 中聯油脂股份有限公司 between April and June 115 exceeded the benzo[a]pyrene limit.
- 檢方依食安法第49條第5項對福懋油脂股份有限公司科以10倍以下罰金，並計算不法所得1億8,390萬元。
- The parties to the legal case include 福懋油脂股份有限公司 representative 吳星澄, general manager 張志賓, and senior manager 譚榮闓.
- The related case document numbers are 115年度偵字第8080、8081號.
- 福懋油 stated that its operations are normal in all respects.

## [佳世達] 佳世達’s unaudited consolidated revenue for September 115

- Published: 2026-10-05T20:14:45+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2352&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=191445&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262290-en.html
- anchor: #n3222642
- Companies mentioned: 佳世達科技股份有限公司

佳世達科技股份有限公司（2352）announced on Oct. 5, 115, that its unaudited consolidated revenue for September 115 was NT$19.757 billion, up 8.34% year on year and 5.01% month on month; cumulative consolidated revenue for January to September was NT$161.035 billion, up 3.40% year on year.

Facts:
- 佳世達’s unaudited consolidated revenue for September 115 was NT$19.757 billion
- 佳世達’s unaudited consolidated revenue for September 115 grew 8.34% year on year
- 佳世達’s unaudited consolidated revenue for September 115 grew 5.01% month on month
- 佳世達’s cumulative consolidated revenue for January to September 115 was NT$161.035 billion
- 佳世達’s cumulative consolidated revenue for January to September 115 grew 3.40% year on year

## [長虹] Announces sale of real estate to related parties

- Published: 2026-10-05T19:56:46+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5534&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=185646&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262289-en.html
- anchor: #n3222641
- Companies mentioned: 長虹

The summary of this item is not shown

Facts:
- The properties are 3 office units in the 長虹雲創科技商務大樓 on Section 2, Wenhua 3rd Road, Linkou District, New Taipei City, and 3 parking spaces in the building’s basement
- A君1戶（建物面積52.44坪外加1車位）交易總金額新台幣30,580仟元
- B君1戶（建物面積52.44坪外加1車位）交易總金額新台幣29,890仟元
- C君1戶（建物面積29.70坪外加1車位）交易總金額新台幣19,050仟元
- A君, B君 and C君 are all natural persons and relatives within the second degree of kinship of the company’s directors
- The transaction was decided through negotiation between the parties; the price was negotiated based on the project’s price list and market conditions, and the decision-making authority rested with the chairman

## 【日月光投控】On behalf of its subsidiary 矽品精密工業(股)公司, announces the acquisition of plant engineering work

- Published: 2026-10-05T19:26:06+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=7&spoke_time=182606&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262288-en.html
- anchor: #n3222640
- Companies mentioned: 日月光投控、矽品精密工業(股)公司、中源機電顧問股份有限公司

日月光投控（3711）announced on behalf of its subsidiary 矽品精密工業 that it had obtained a plant engineering project on Oct. 6, 115, for a total of NT$2.322 billion, with a contract period of about 2 years, for production and operational use.

Facts:
- 日月光投控 (company code 3711) announced on behalf of its subsidiary 矽品精密工業（股）公司 that it had obtained a plant engineering project on Oct. 6, 115.
- The total contract amount is NT$2,322,107,450.
- The contract period runs from Oct. 2, 115, to Sept. 30, 117.
- The counterparty to the contract is 中源機電顧問股份有限公司, with no relationship to the company.
- The specific purpose of the acquisition is for production and operational use.
- This transaction is not a related-party transaction.
- The date of occurrence was from Oct. 2, 115, to Oct. 5, 115.

## 【日月光投控】On behalf of its subsidiary 矽品精密工業(股)公司, announces the acquisition of plant engineering work

- Published: 2026-10-05T19:23:23+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=6&spoke_time=182323&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262286-en.html
- anchor: #n3222639
- Companies mentioned: 日月光投控、矽品精密工業(股)公司、柏揚系統科技股份有限公司

日月光投控（3711）announced on behalf of its subsidiary 矽品精密工業 that it had obtained a plant engineering project and signed an engineering contract with 柏揚系統科技股份有限公司 for NT$516 million, for production and operational use.

Facts:
- The total contract amount is NT$516,038,000.
- The counterparty to the contract is 柏揚系統科技股份有限公司, with no relationship to the company.
- The contract period runs from June 15, 115, to Sept. 30, 117.
- The date of occurrence falls between June 15, 115, and Oct. 5, 115.
- The purpose of this plant engineering acquisition is for production and operational use.

## [奧義賽博-KY創] Announces independent director’s resignation from functional committees

- Published: 2026-10-05T19:21:26+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7823&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=182126&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4262284-en.html
- anchor: #n3222638
- Companies mentioned: 奧義賽博-KY創

奧義賽博-KY創 (7823) independent director 左瑞麟 resigned from the Remuneration Committee and Audit Committee on Oct. 5, 115, due to the requirements of his current position. The company will conduct an independent director election in accordance with the law.

Facts:
- The original term was from Dec. 24, 113, to Dec. 23, 116.
- The company will conduct an independent director election in accordance with the law and will announce it separately at that time.

## [奧義賽博-KY創] Announces independent director’s resignation

- Published: 2026-10-05T19:21:00+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7823&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=182100&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4261748-en.html
- anchor: #n3222455
- Companies mentioned: 奧義賽博-KY創

奧義賽博-KY創 announced that independent director 左瑞麟 resigned on Oct. 5, 115, due to the requirements of his current position; his original term was due to run until Dec. 23, 116. The company will conduct an election in accordance with the law.

Facts:
- Independent director Zuo Ruilin resigned from his position as an independent director of 奧義賽博-KY創 on Oct. 5, year 115 of the Republic of China.
- Zuo Ruilin's original term ran from Dec. 24, year 113, to Dec. 23, year 116.
- The change was a resignation.
- The change rate for directors during the same term was 1/7, and the change rate for independent directors during the same term was 1/4.
- This change did not result in changes to one-third or more of the directors.
- After the change, at least 2 independent directors will have household registration in the Republic of China.
- The company will handle the re-election of independent directors in accordance with the law and announce the details separately at the appropriate time.

## 【日月光投控】On behalf of its subsidiary 矽品精密工業(股)公司, announces the acquisition of plant engineering work

- Published: 2026-10-05T19:20:06+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=5&spoke_time=182006&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4261747-en.html
- anchor: #n3222454
- Companies mentioned: 日月光投控、矽品精密工業(股)公司、康呈科技工程股份有限公司

日月光投控, on behalf of its subsidiary Siliconware Precision Industries, announced that it had secured a plant engineering project with a total contract value of NT$615 million. The contractor is 康呈科技工程, and the contract runs for about 2 years and 3 months. The project will support the group's semiconductor packaging and testing production and operations.

Facts:
- 日月光投控 (company code 3711), on behalf of its subsidiary Siliconware Precision Industries Co., Ltd., announced that it had secured a plant engineering project.
- The total contract value is NTD 615,325,000.
- The contract runs from June 29, year 115 of the Republic of China, to Sept. 30, year 117.
- The counterparty to the contract is 康呈科技工程股份有限公司, which has no relationship with 日月光投控.
- The purpose of the acquisition is to support production and operations.
- This transaction was not a related-party transaction.

## 【日月光投控】On behalf of its subsidiary 矽品精密工業(股)公司, announces the acquisition of plant engineering work

- Published: 2026-10-05T19:15:59+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=4&spoke_time=181559&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4261728-en.html
- anchor: #n3222447
- Companies mentioned: 日月光投控、矽品精密工業(股)公司、漢華水處理工程股份有限公司

日月光投控（3711）代子公司矽品精密工業公告取得廠務工程，總金額新台幣9.5299億元，契約相對人為漢華水處理工程股份有限公司，屬非關係人交易，目的為供生產及營運使用。

Facts:
- The contract is for plant engineering.
- The date of occurrence of the event was 115/8/10~115/10/5.
- Approval level: approved by the general manager
- The counterparty to the contract is 漢華水處理工程股份有限公司, which has no relationship with the company.
- The total contract value is NTD 952,990,000.
- The contract runs from Aug. 10, year 115, to Sept. 30, year 117.
- The specific purpose of the acquisition is to support production and operations.
- This transaction is not a related-party transaction

## 【日月光投控】, on behalf of its subsidiary Siliconware Precision Industries Co., Ltd., announced that it had secured a plant engineering project.

- Published: 2026-10-05T19:15:15+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=3&spoke_time=181515&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4261726-en.html
- anchor: #n3222446
- Companies mentioned: 日月光投控、矽品精密工業股份有限公司、聯純科技股份有限公司

日月光投控, on behalf of its subsidiary Siliconware Precision Industries, announced that it had secured a plant engineering project from 聯純科技股份有限公司 for a total contract value of NT$966,857,500. The transaction is with an unrelated party, and approval was granted by the general manager, reflecting the group's continued investment in plant infrastructure.

Facts:
- The total contract value is NT$966,857,500.
- The counterparty to the contract is 聯純科技股份有限公司, which has no relationship with the company.
- The contract runs from Aug. 7, year 115 of the Republic of China, to Sept. 30, year 117.
- This transaction is not a related-party transaction.
- The approval level was the general manager.
- The specific purpose of the acquisition is for production and operational use.
- The period in which the event occurred was from Aug. 7, year 115 of the Republic of China, to Oct. 5, year 115.

## 【日月光投控】On behalf of its subsidiary 矽品精密工業(股)公司, announces the acquisition of plant engineering work

- Published: 2026-10-05T19:14:06+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=181406&spoke_date=20261005
- Article page: https://ainews.idaeo.ai/a/4261725-en.html
- anchor: #n3222445
- Companies mentioned: 日月光投控、矽品精密工業(股)公司、聖暉工程科技股份有限公司

日月光投控, on behalf of its subsidiary Siliconware Precision Industries, announced that it had secured a plant engineering project worth NT$4.02 billion. The counterparty is 聖暉工程科技, and the contract runs from October, year 115 of the Republic of China, through the end of September, year 117.

Facts:
- The total contract value is NT$4,020,750,000.
- The counterparty to the contract is 聖暉工程科技股份有限公司, which has no relationship with the company.
- The contract runs from Oct. 1, year 115 of the Republic of China, to Sept. 30, year 117.
- The specific purpose of the acquisition is to support production and operations.
- Approval level: approved by the general manager
- The date of occurrence of the event was from Oct. 1, year 115 of the Republic of China, to Oct. 5, year 115.
- The contract is for plant engineering.
- This is a transaction with an unrelated party.

## Stress-induced diarrhea is not necessarily a sign of poor digestive health; it may be irritable bowel syndrome accompanied by emotional problems. A doctor explains 3 treatment principles - Heho Health

- Published: 2026-10-06T13:10:58+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387813
- anchor: #n3223187

A 34-year-old engineer at a technology company has been under heavy work stress and has made 4 to 6 trips to the bathroom every day for nearly 8 months. A doctor said this may be irritable bowel syndrome accompanied by emotional problems and explained 3 treatment principles.

Facts:
- Mr. Chen, a 34-year-old engineer at a technology company
- For nearly 8 months
- He has had to go to the bathroom 4 to 6 times almost every day

## What causes menopausal discomfort? Lifestyle changes and precise medication can help maintain quality of life - Heho Health

- Published: 2026-10-06T12:43:08+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387753
- anchor: #n3223188
- Companies mentioned: 國泰綜合醫院

Menopausal discomfort has many causes. In addition to the end of menstruation, hot flashes, insomnia and mood swings, Dr. Tsai Ya-lun, an attending physician in the Department of Women's Medicine at 國泰綜合醫院, noted that as life expectancy rises, the average life expectancy for women in Taiwan has exceeded 83 years, while the natural age of menopause is about 50. Managing health during menopause is increasingly important, and lifestyle changes and precise medication can help maintain quality of life.

Facts:
- The average life expectancy for women in Taiwan has exceeded 83 years.
- The natural age of menopause is about 50.

## Egg freezing is about more than AMH: waiting 5 years can make costs 3 times higher. A doctor explains fertility planning at different ages - Heho Health

- Published: 2026-10-06T12:42:55+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387803
- anchor: #n3223189

Egg freezing is attracting attention, and doctors caution that age is also a key factor in addition to AMH. Ms. Yeh, who began trying to conceive at 35, had declining ovarian function and succeeded in becoming pregnant only after multiple egg retrievals and embryo transfers and more than 100 injections. Ms. Lin froze 20 eggs when she was young and, after marrying at 41, used the eggs she had preserved to undergo IVF, giving birth to twins—a boy and a girl. The article compares the cost differences of egg freezing and fertility planning at different ages.

Facts:
- She had frozen and preserved 20 eggs when she was young.
- AMH fell to 1.7 ng/mL.
- Ms. Yeh, who only began trying to conceive at 35
- When she married at 41 and began trying to conceive
- She succeeded in becoming pregnant only after receiving more than 100 injections.

## Heavy exercise and slow recovery may mean “depletion of qi and blood.” A Chinese medicine doctor reveals the core of sports injuries: “Not hurting does not mean the injury has healed” - Heho健康

- Published: 2026-10-06T12:40:49+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/387750
- Article page: https://ainews.idaeo.ai/a/4263164-en.html
- anchor: #n3223190
- Companies mentioned: Heho健康、恩主公醫院

As exercise becomes more popular, visits for sports injuries have surged. Huang Chi-wen, a physician in the Department of Chinese Medicine at 恩主公醫院, cautioned that many people who exercise regularly fall into the misconception that “the more you exercise, the stronger you get,” ignoring the body's limits on recovery. Chinese medicine holds that improved athletic ability depends on “appropriate stimulation, sufficient recovery and rebuilding.” If training volume is out of balance with the body's ability to recover, prolonged exertion can deplete qi and extended overwork can damage the blood, creating a health crisis. “Not hurting does not mean the injury has healed.”

## Why do cancer cells metastasize? Breast cancer research points to “stronger mitochondrial power generation”; blood sugar, stress and sleep are key - Heho Health

- Published: 2026-04-24T12:47:08+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/379163
- anchor: #n3223210
- Companies mentioned: 高雄榮民總醫院、Molecular（期刊）

Why do cancer cells metastasize? A team led by Dr. Li Chia-jung at 高雄榮民總醫院 began with breast cancer research and found that increased mitochondrial “power generation” is associated with cancer cell metastasis. Blood sugar, stress and sleep may be key factors influencing this process. The findings were published in the leading international journal Molecular (Molecular Oncology series).

## 視航 launches development of a new drug for ADC-related eye toxicity; myopia drug data readout expected in the first quarter of next year - Global Bio & Tech

- Published: 2026-10-06T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90569
- Article page: https://ainews.idaeo.ai/a/4263112-en.html
- anchor: #n3223121
- Companies mentioned: 視航生醫、Mordor Intelligence、美國FDA、美國專利局

視航生醫(7759)宣布啟動GS-101開發專案，運用microRNA平台開發抗體藥物複合體(ADC)治療相關眼毒性的眼科藥物，規劃申請美國FDA快速通道資格，預計2027年啟動臨床；其兒童近視眼藥SHJ002-MY在美、台多國多中心二期臨床試驗，已有85%受試者完成試驗，預計2027年第一季解盲，目標2026年底前完成首筆國際授權。

Facts:
- 視航生醫 (7759) announced the launch of its GS-101 development program.
- So far, 85% of participants have completed the trial.
- The global ADC market is forecast to reach US$71.55 billion in 2031.
- The company expects to launch the clinical program in 2027.
- The company expects to unblind the data in the first quarter of 2027.
- The full treatment period is 52 weeks.
- The trial is enrolling children aged 3 to 12.
- More than 10 international pharmaceutical companies are now in the substantive due diligence stage.
- The goal is to secure the first international market licensing deal for SHJ002 by the end of 2026.
- The related patent application was accepted by the 美國專利局 in September.

## 益得's first self-manufactured combination nasal spray launches in Taiwan, expanding its respiratory product line - Global Bio & Tech

- Published: 2026-10-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90539
- Article page: https://ainews.idaeo.ai/a/4263114-en.html
- anchor: #n3223122
- Companies mentioned: 益得生技、美國食品藥物管理局(FDA)、美國過敏氣喘免疫學會(AAAAI)、IQVIA

益得生技 (6461) announced the Taiwan launch of its first combination nasal spray manufactured at its own plant in Hsinchu. It is the company’s first independently developed product to enter the Taiwan market, marking progress in the commercialization of its respiratory products. The company will continue developing nasal spray products and overseas markets.

Facts:
- The related market in Taiwan is currently worth about US$830,000.
- The U.S. market is worth about US$51 million.
- Annual global demand is about 27.47 million units.
- The market is worth about US$360 million.
- The overall market is expected to expand further to about US$730 million.
- For treating symptoms associated with moderate to severe allergic rhinitis in children aged 6 and older and adults.

## 藥華藥 September revenue reaches NT$2.64 billion, up 100% year on year to a record high - Global Bio & Investment

- Published: 2026-10-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90568
- Article page: https://ainews.idaeo.ai/a/4263113-en.html
- anchor: #n3223120
- Companies mentioned: 藥華藥、美國食品藥物管理局(FDA)、美國國家綜合癌症網絡(NCCN)、美國醫療保險與醫療補助服務中心(CMS)、衛生福利部

藥華藥(6446)公告9月營收26.4億元，年增100%，單月營收創歷史新高，前三季累計營收達197億元，年增逾8成。成長主要來自Ropeginterferon alfa-2b(Ropeg/P1101)於真性紅血球增多症(PV)及原發性血小板過多症(ET)之銷售貢獻。ET適應症已獲美國FDA、台灣及日本核准，中韓仍在審查中，公司亦準備於澳洲啟動PV及ET雙適應症藥證申請。Ropeg的PV適應症已連續4年獲美國NCCN治療指南推薦列為首選，原發性骨髓纖維化(PMF)三期臨床試驗經DSMB建議持續進行。

Facts:
- September revenue was announced at NT$2.64 billion.
- Up 100% year on year
- Revenue for the first three quarters totaled NT$19.7 billion
- 較去年同期成長逾8成
- More than 200 members of the North American business team.
- Ropeg has been recommended in the treatment guidelines of 美國國家綜合癌症網絡(NCCN) for 4 consecutive years
- 藥華藥 (6446)

## Pioneering optogenetics brings hope for brain disorders; 3 U.S. and German scholars win Nobel Prize in Medicine

- Published: 2026-10-06T09:16:37+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830061
- Article page: https://ainews.idaeo.ai/a/4262582-en.html
- anchor: #n3222818
- Companies mentioned: 史丹佛大學、柏林洪堡大學、烏茲堡大學

2026年諾貝爾生醫獎揭曉，由美國史丹佛大學神經科學家戴瑟羅斯，以及德國柏林洪堡大學學者赫吉曼與烏茲堡大學教授內格爾3人共同獲獎，以表彰他們開拓「光遺傳學」領域的突破性貢獻，為治療思覺失調、阿茲海默、巴金森氏症等腦部疾病帶來新希望，3人將共享1200萬瑞典克朗獎金。

Facts:
- 54-year-old neuroscientist Karl Deisseroth
- 71-year-old scholar at 柏林洪堡大學 Peter Hegemann
- 73-year-old professor at 烏茲堡大學 Georg Nagel
- The 3 jointly received the honor of winning the 2026 Nobel Prize in Physiology or Medicine.
- 2026 Nobel Prize in Physiology or Medicine
- The 3 will share the 12 million Swedish kronor prize.
- Millions of people around the world have been affected by these diseases for years.

## Employee at Russian plague research institute dies of pneumonia; EU and U.S. closely monitor developments

- Published: 2026-10-06T09:13:54+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830073
- Article page: https://ainews.idaeo.ai/a/4262581-en.html
- anchor: #n3222817
- Companies mentioned: 俄羅斯聯邦消費者權益保護和福利監督局、克里姆林宮、世界衛生組織、歐盟委員會、歐洲衛生緊急整備與應變當局、美國國務院

俄羅斯西伯利亞伊爾庫次克州一間鼠疫研究所的28歲女研究員突然罹患肺炎死亡，引發外界對鼠疫感染的擔憂。俄羅斯當局封鎖該名研究員生前就診的醫院，並隔離數十名接觸者，澄清社群媒體流傳的試管破裂傳言，並指其死因為「尚未確認來源的肺炎」，尚無證據顯示與鼠疫有關。世界衛生組織評估目前對公眾健康風險屬「低」級別，歐盟與美國均表示密切關注發展。

Facts:
- A 28-year-old female researcher working at a “plague research institute” in Irkutsk Oblast
- Dozens of people who had been in contact with her were also placed in isolation for observation.
- The current risk to public health is classified as “low.”

## Kuai Kuai chairman agrees to union’s demands; union plans to meet today to end strike

- Published: 2026-10-06T08:33:51+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830075
- anchor: #n3222816
- Companies mentioned: 乖乖公司

乖乖公司董事長鍾育霖親自出席桃園市勞動局主持的勞資協商，允諾工會提出的補償方案。員工因職務調動離職可獲資遣費加發4個月補償；2年後不願配合遷廠者，亦可依法領取資遣費並加發8個月補償金。工會擬於今日開會討論解除罷工。

Facts:
- In addition to paying severance as required by law, the company will provide an extra 4 months’ compensation.
- The company will also pay severance as required by law, plus 8 months’ additional compensation.
- If employees are unwilling to cooperate with the factory relocation after 2 years