662 major electricity users in Taichung generate 285 million kWh in annual green power and energy savings, cutting carbon emissions by more than 130,000 metric tons
Published ・ Source Taiwan | 風傳媒
The Taichung City Government’s Economic Development Bureau announced results from its efforts to promote energy conservation and green power among major electricity users. As of the end of September this year, 662 companies were under its oversight, generating a combined annual 285 million kWh in green power and energy savings and reducing carbon emissions by more than 130,000 metric tons a year. A total of 70 penalties have been imposed on companies that failed to meet their obligations.
Facts
As of the end of September this year, Taichung had 662 major electricity users under its oversight.
Major electricity users generate a combined 285 million kWh in green power and energy savings annually, cutting carbon emissions by more than 130,000 metric tons a year.
276 companies invested in rooftop solar installations, with total installed capacity exceeding 145 MW, accounting for about 15% of the city’s overall solar capacity.
Rooftop solar installations can generate about 175 million kWh of green power annually and cut carbon emissions by more than 81,000 metric tons.
維他露食品股份有限公司 installed 580 kW of rooftop solar panels.
勤美股份有限公司 replaced old lighting fixtures, saving 678,000 kWh of electricity annually.
21 major electricity users chose to buy green power equivalent to the output required from renewable energy equipment.
A total of 70 penalties have so far been imposed on companies that failed to fulfill their obligations by the specified deadlines.
Flu cases rise by 219 severe cases and 44 deaths, both record highs; CDC lists 7 warning signs and says “don’t tough it out”: 3 high-risk groups should take care
Published ・ Source Taiwan | 風傳媒
The Centers for Disease Control said flu-like outpatient and emergency visits totaled 139,060 last week, declining for the second consecutive week. However, there were 219 new severe cases and 44 deaths, both the highest figures this season. The current flu season has recorded a cumulative 30 severe cases; the previous season saw 1,862 severe cases and 378 deaths. People aged 65 and older accounted for 66.4%, those with a history of chronic illness accounted for 83.6%, and 67.2% had not been vaccinated. The CDC listed 7 warning signs and forecast that the outbreak could end as early as early November.
Facts
Flu-like outpatient and emergency visits totaled 139,060 last week.
The figure fell 1.4% from the previous week.
However, there were 219 cases of severe flu complications last week.
44 deaths
Since Oct. 1, the current flu season has recorded a cumulative 30 severe flu cases.
The previous flu season, from Oct. 1 last year to Sept. 30 this year, recorded a cumulative 1,862 severe flu cases.
Among them, 378 were fatal.
People aged 65 and older accounted for 66.4%.
People with a history of chronic illness accounted for 83.6%.
Most, or 67.2%, had not received this season’s flu vaccine.
Under the CPBL’s current draft system, teams with poorer records for the year receive earlier draft picks.
樂天桃猿 named Chung Yi-en, its 2025 first overall pick, as the starting pitcher for this game.
樂天桃猿 rested all of its key hitters for this game.
“Conflicts of interest” between the two teams have also sparked controversy and reviews of the rules in the CPBL, including in the past during competitions for the saves title.
One gram of fuel equals 10,000 liters of gasoline! Can “nuclear fusion” really save the planet with zero carbon emissions? Experts reveal 3 major engineering hurdles
Published ・ Source Taiwan | 風傳媒
Wang Hsiao-chung, a columnist for 綠學院, analyzes 3 major engineering hurdles facing the commercialization of nuclear fusion: neutron-radiation damage to materials, obtaining and recycling tritium fuel, and competition to build a complete supply chain. He also previews next week’s column on General Fusion, the first publicly listed nuclear fusion company.
Facts
The energy from nuclear fusion of one gram of hydrogen isotopes is equivalent to that of 10,000 liters of gasoline.
The early period of pure-physics breakthroughs in nuclear fusion was stalled for 三十 years.
The engineering bottleneck in nuclear fusion has been stalled for 四十 years.
The demonstration reactor for commercial nuclear fusion is scheduled for 2028 to 2035.
Tritium has a half-life of 12.3 years, and the total global reserve is about 100 kilograms.
Tritium concentrations in seawater near Taiwan are usually around the background level of 1 Bq/L or lower.
Ruan Danqing’s love songs stir memories of youth as she joins 自然流動樂團 to sing of life through the seasons
Published ・ Source Taiwan | 風傳媒
Singer-songwriter and pianist Ruan Danqing will join 自然流動樂團 on October 24 for the concert “走進春天的果園－情歌四季” at Billboard Live TAIPEI. The performance will offer fresh interpretations of classic love songs and debut new work.
Facts
The work’s title was inspired by the poet Rumi.
The performance traces an emotional journey through summer, autumn, winter and spring.
The music blends jazz, classical, pop and experimental improvisation.
She will reinterpret several love songs from her 上華唱片 years and debut new songs.
Companies mentioned：自然流動樂團、Billboard Live TAIPEI、上華唱片、ATT 4 FUN
Can a badly worded bank transfer note hurt your credit score? The Joint Credit Information Center reveals the truth! Many people think it’s harmless, but 1 situation can spell trouble
Published ・ Source Taiwan | 風傳媒
In response to online claims that “bank transfer notes affect credit scores,” the Joint Credit Information Center clarified that remittance notes are not included in credit reports and do not affect credit scores. Banks, however, warn that highly inappropriate note content could affect loan approval.
Facts
The Joint Credit Information Center has clearly stated that information such as bank transfer notes is not included in credit reports and does not affect an individual’s credit score.
Passbook notes are usually seen only by front-line counter staff. Physical documents are archived after six months, while electronic files are stored in the cloud for 5 to 10 years.
Banks assess applications according to the 5P lending principles: borrower (People), purpose of funds (Purpose), repayment source (Payment), collateral protection (Protection) and outlook for the loan (Perspective).
Credit scores are based mainly on 3 factors: payment behavior, debt status and other information.
People can obtain their credit reports through 5 channels: in person, postal service collection and verification, mail, the Joint Credit Information Center website, and the TW Investor Mobile App.
Checking your own report does not affect your score. Online and written requests each include 1 free check per year; from the second request onward, each check costs between 80 and 200 yuan.
Banks focus on whether an account has money, whether the account holder has a steady salary, and whether there are unusual fund transfers. Small remittances and their notes are not a key part of the review.
Chang Hsiao-chuan and Su Hui-lun’s “欠妳的那場婚禮” loses out! The champion of the TOP10 Taiwanese dramas of the past 3 years is this one: its ratings surpass Yang Chin-hua’s “影后,” hailed as a masterpiece
Published ・ Source Taiwan | 風傳媒
This article compiles a TOP10 list based on public Douban ratings for Taiwanese dramas that premiered from 2024 through before October 5, 2026. “我們與惡的距離2” and “聽海湧” tied for the top spot with 8.4 points.
Facts
Among Taiwanese dramas that premiered from 2024 through before October 5, 2026, “我們與惡的距離2” and “聽海湧” tied for the top tier with Douban scores of 8.4.
“不夠善良的我們” and “忘了我記得” followed closely with Douban scores of 8.3.
“愛愛內含光,” starring Hsuan Chan, Kai Ko, Lin Che-hsi and Wu Chien-ho, along with Cheryl Yang, received a Douban score of 7.7 and ranked 10th.
“監所男子囚生記,” starring Jasper Liu and Berant Zhu, received a Douban score of 7.8 and ranked 9th.
“欠妳的那場婚禮,” directed by Yen Yi-wen and starring Joseph Chang, Su Hui-lun and Chun-hsuan Chu, received a Douban score of 7.8 and ranked 8th.
“關於未知的我們,” adapted from Priest’s novel “大哥” and starring Chris Chiu and Huang Hung-hsuan, received a Douban score of 7.9 and ranked 7th.
“拜六禮拜,” directed by Tu Cheng-che and starring Chung Hsin-ling, Ding Ning and Sun Shu-mei, received a Douban score of 8.2 and ranked 6th.
“影后,” written and directed by Yen Yi-wen and starring Hsieh Ying-hsuan and Yang Chin-hua, received a Douban score of 8.2 and ranked 5th.
Taiwan’s housing market remains sluggish, with about 20 of more than 900 sales agencies shutting down. Experts on the program “下班去你家” said sales rates for new developments fell from 100% in 2024 to about 39% in 2025 and about 29% in 2026, with almost no sales agencies making money in 2026.
Facts
About 20 of more than 900 sales agencies across Taiwan have closed one after another.
Sales agency closures fall into 2 categories: businesses unable to continue because of debt, and those that shut down after proactively assessing the market.
Sales agency business had clearly worsened by 2025, and almost no one in the market was making money in 2026.
With the 2024 new-development sales rate of 100% as the benchmark, the rate fell to about 39% in 2025 and about 29% in 2026.
Yan Bo-chih believes the number of closures alone is not enough to describe the housing market as having “crashed.”
Original2026年部分建案銷售表現可能只剩下個位數百分比，一成都不到
Chu-ge bluntly said that with sales volumes shrinking sharply, “We don’t have 40%; sales agencies are working for nothing.”
Tomorrow’s weather: strongest cold air of the autumn arrives, with lows dipping to 16 degrees! The wettest and coldest areas and timing across Taiwan revealed
Published ・ Source Taiwan | 風傳媒
Huang Kuo-chih, an analyst at 氣象風險公司, said the northeast monsoon and radiative cooling will bring lows of 16 degrees across Taiwan tomorrow, with drier and warmer conditions from Thursday. During the National Day holiday, windward areas may see occasional rain while western Taiwan stays sunny. Typhoons 彩雲, 諾洛 and 小熊 will have no direct impact on Taiwan.
Facts
With the northeast monsoon continuing, people across Taiwan can already feel the seasonal chill, especially in the mornings and evenings.
Taoyuan and areas to its north, the eastern regions and the Hengchun Peninsula will remain cloudy to overcast, with scattered brief showers.
The lowest temperature in low-lying areas across Taiwan could fall to 16 degrees tomorrow, while readings at the Taipei station may drop to around 20 degrees.
The northeast monsoon will gradually weaken from Thursday, bringing drier conditions.
Daytime highs in the north and east will rise to 27 to 32 degrees, while highs in central and southern Taiwan could reach 32 to 34 degrees.
During the National Day holiday, the Keelung North Coast, eastern areas and the Hengchun Peninsula may see occasional brief showers.
Typhoons 彩雲, 諾洛 and 小熊 are currently over the ocean, but pose no direct threat or impact to Taiwan’s main island.
Through Wednesday, average winds along the northern coast, in the Taiwan Strait, in the east and along the Hengchun Peninsula could reach force 6 to 7, with gusts up to force 8 to 9 and waves possibly reaching 3 to 4 meters.
South Korean men’s soccer player’s careless remarks anger the public! Gold medal military-service exemption under review again as Defense Ministry decides to phase out the benefit
Published ・ Source Taiwan | 風傳媒
South Korea's men's soccer team sparked public backlash with flippant remarks by some players after winning gold at the 2026 Nagoya Asian Games. The South Korean Defense Ministry announced on the 6th that it would completely abolish the alternative service system for athletes and artists, with the move expected to be included in the Basic Plan for Defense Reform.
Facts
South Korea's men's national soccer team defeated Japan in the Asian Games final in Nagoya, Aichi, on October 3, achieving a remarkable fourth consecutive Asian Games men's soccer title.
The gold medalists receive the benefit of exemption from military service.
South Korean men's soccer rising star Yang Min-hyeok, who currently plays for 英超熱刺隊, said in an interview after the championship that he was playing entirely "with the goal of avoiding military service."
Park Seung-soo, who plays for 英超紐卡索聯, wore a military cap symbolizing completion of military service in the locker room after the game and uploaded a photo to his personal Instagram account.
South Korean men's soccer captain Lee Ki-hyeok repeatedly mentioned in public interviews that winning gold meant he would not have to serve in the military.
In a statement issued on the 6th, South Korea's Defense Ministry expressed "extreme regret" over the soccer players' flippant words and actions.
At a regular press conference on the 6th, South Korean Defense Ministry spokesperson Jeong Gwang-na announced plans to "reduce and ultimately completely abolish the alternative service system, including service for athletes and artists."
South Korea's total military strength has fallen below 450,000 amid a prolonged decline in birth rates.
MLB playoffs: Yankees commit an outrageous 4 errors! Defensive collapse puts them on the brink of elimination against the Rays. New York media blast them as the worst of the season.
Published ・ Source Taiwan | 風傳媒
In Game 2 of the MLB American League Division Series, the Yankees' defense collapsed with 4 errors in a 2-5 loss to the Rays. They fell behind 0-2 in the series and are on the brink of elimination, with Game 3 set to be a must-win at home.
Facts
The Yankees committed 4 errors in Game 2, including 3 in the first inning.
The Rays scored 4 runs in the 5th inning to take a 5-1 lead.
The Yankees lost 2-5, falling behind 0-2 in the series.
Game 3 will be held at Yankee Stadium at 8 a.m. Taiwan time on October 8, with Max Fried expected to start for the Yankees.
Before the game, Yankees legendary captain Derek Jeter described Game 2 as a "must-win".
In 2017, the Yankees came back from a 0-2 deficit to win 3 straight games and defeat 克里夫蘭印地安人.
Tsai Kang-yung appears at 洋流 as 4 Chinese brands cut ties; shares a "6-character print" and reveals year-end plans: "I really like it"
Published ・ Source Taiwan | 風傳媒
Well-known host Tsai Kang-yung attended the founding rally for DPP Taipei mayoral candidate Shen Po-yang's campaign headquarters, drawing a backlash from Chinese internet users and prompting 4 Chinese brands to cut ties with him. He responded with a print reading "Everything is just a process" and revealed that he has an exhibition coming up at the end of the year.
Facts
Tsai Kang-yung attended the founding rally for DPP Taipei mayoral candidate Shen Po-yang's campaign headquarters on the 4th.
Tsai Kang-yung attended the event wearing an orange shirt and holding a cheering baton.
Chinese electric vehicle maker 零跑汽車 issued a statement cutting ties at 11 p.m. on the 4th.
Fashion magazine 時尚芭莎 deleted its September interview with Tsai Kang-yung.
Shopping village brand Bicester Shanghai removed all content related to its collaborations with Tsai Kang-yung.
Season 1, Episode 7 of the Chinese variety show 《明星大偵探》 was removed from video platforms.
On the 6th, Tsai Kang-yung shared on social media a new print bearing the words "Everything is just a process."
Tsai Kang-yung revealed that he has another exhibition to prepare for at the end of the year.
If someone often replies with 1 particular phrase, they are highly likely to have a contrarian personality! 4 ways to respond so they can no longer argue back
Published ・ Source Taiwan | 風傳媒
Focusing on conversational communication, this article says a common reply can be a strong indicator of a contrarian personality and offers 4 ways to respond to help readers defuse conflict.
Father dies, brother gets property worth tens of millions while sister receives only some savings: "Why pay a hefty inheritance tax?" Lawyer reveals key tax factors
Published ・ Source Taiwan | 風傳媒
Lawyer Wu Ting-chuan uses a case involving the distribution of Mr. Chen's estate to explain that under the Estate and Gift Tax Act, all heirs are jointly liable for estate taxes. She also advises families to plan in advance how to fund the tax payment and to agree on how the estate will be divided.
LeBron James commutes to Philadelphia by helicopter! Who pays the 270,000 per trip? Details of the "astonishing deal" revealed
Published ・ Source Taiwan | 風傳媒
After joining 費城七六人 for the new season, LeBron James is still living in New York and commuting by helicopter operated by Fanatics. The one-way trip takes about 45 minutes, and charter prices can reach about 9,000 dollars. The cost is covered by a partnership agreement with Fanatics.
Facts
After joining 費城七六人 for the new season, LeBron James is still living in New York and traveling between the two cities by helicopter.
A one-way helicopter trip takes about 40 to 45 minutes, while driving takes about 90 minutes to 2 hours.
A one-way helicopter charter between New York and Philadelphia typically costs about 6,000 to 9,000 dollars, equivalent to about NT$180,000 to NT$270,000.
The helicopter costs are provided by Fanatics under a long-term partnership agreement, so James does not have to pay out of pocket.
LeBron James and Fanatics signed a multi-year trading card partnership agreement in January 2024.
Original七六人例行賽一季共有41場主場賽事。
Kobe Bryant was killed along with all 9 people aboard when a Sikorsky S-76B helicopter crashed in Calabasas, California, on January 26, 2020.
The NTSB investigation determined that the pilot of the helicopter in Kobe's crash entered instrument meteorological conditions while flying under visual flight rules, became spatially disoriented, and lost control.
October 6 evening news roundup | One county or city begins distributing Double Ninth Festival senior gift money on October 8; controversy over Hsu Chia-ching taking her child on an overseas trip escalates, Foreign Ministry responds; Chen Kuo-chun returns to Chiang Wan-an's campaign office
Published ・ Source Taiwan | 風傳媒
The October 6 evening news roundup covers several key stories: Taitung's Double Ninth Festival senior gift money will be distributed starting October 8; controversy over Overseas Community Affairs Council Minister Hsu Chia-ching taking her child on an overseas trip continues to escalate; and EasyCard Corp. President Chen Kuo-chun has returned to Chiang Wan-an's campaign office. Other stories include charges filed in the attack on Akio Yaita, Ukraine's large-scale nighttime attack on Moscow, and strengthening northeast monsoon winds.
Facts
Taitung County will distribute its 115 Double Ninth Festival senior gift money from October 8 through November 2. Residents aged 65 and over will each receive NT$2,000.
The Taiwan People's Party accused Overseas Community Affairs Council Minister Hsu Chia-ching of taking her 14-year-old son on overseas trips multiple times and having him appear at events in the role of "photography officer."
Original悠遊卡公司總經理陳國君請辭將於10月28日生效，今天起出任蔣萬安競選辦公室顧問。
Prosecutors have indicted Hong Kong national Liao Kang-fa in the attack on Akio Yaita. The assailant was paid HK$100,000.
Ukraine launched attacks with about 650 drones against Moscow and surrounding areas overnight. At least 2 people were killed and 6 injured in the outskirts of Moscow.
Can the Twin-City Forum continue? Shen Po-yang says its framework can be retained; Chiang Wan-an calls it "self-contradictory": "What's allowed for the DPP but not for others?"
Published ・ Source Taiwan | 風傳媒
Taipei Mayor Chiang Wan-an and DPP Taipei mayoral candidate Shen Po-yang clashed over whether the Twin-City Forum should continue. Shen said its framework could be retained but its content needed to change; Chiang questioned Shen's inconsistent stance and accused the pan-green camp of applying a double standard to cross-strait exchanges.
Facts
Shen Po-yang said the existing framework for exchanges under the Twin-City Forum could be retained, but its substantive content would have to be adjusted.
Shen Po-yang said the forum must meet 3 conditions to continue: no political preconditions, tangible benefits, and public participation.
Citing Hung Sun-han's trip to China to attend a conference, Chiang Wan-an asked, "What's allowed for the DPP but not for others?" and questioned the double standard.
In the past, a neighborhood chief who traveled to China was investigated under the Anti-Infiltration Act.
The Taipei City Government has received Mainland Affairs Council approval for the Twin-City Forum every year in recent years.
More than just 《我不是大師》 is worth watching! Li Yitong's best Chinese drama TOP10: This one takes the top spot, rated higher than 《射雕英雄傳》 and praised by everyone who has seen it
Published ・ Source Taiwan | 風傳媒
This article ranks mainland Chinese dramas starring Li Yitong by their Douban ratings. The Knockout tops the list with 8.5 points, while the recently aired Republican-era suspense drama I Am Not a Master, co-starring Li Xian and Li Yitong, has brought her back into the spotlight.
Facts
The Knockout tops the Douban ratings ranking of mainland Chinese dramas starring Li Yitong, with a score of 8.5.
The recently aired Republican-era suspense drama starring Li Xian and Li Yitong is I Am Not a Master.
In the 2017 version of The Legend of the Condor Heroes, Yang Xuwen plays Guo Jing and Li Yitong plays Huang Rong.
The Legend of the Condor Heroes ranks third among mainland Chinese dramas starring Li Yitong, with a Douban score of 8.0.
A continuation of the story in Royal Nirvana, The Palace of the Serpent has 12 episodes and a Douban score of 8.3, ranking second.
Original《了不起的女孩》由李一桐與金晨主演，豆瓣6.5分排名第十
Mission Run is directed by Zhao Baogang, with Li Yitong playing Yao Yao. It has a Douban score of 7.9.
Warm on a Cold Night stars Li Yitong and Bi Wenjun. Li Yitong plays Su Jiuer, a female constable from the Qian Kingdom. The drama has a Douban score of 6.9.
India's economy grows, yet its stock market plunges? Foreign media reveal five major reasons for the downturn as the country misses out on the AI boom and tech windfall.
Published ・ Source Taiwan | 風傳媒
India's economy grew by more than 7% in 2026, but the Sensex and Nifty 50 indexes fell for 8 straight weeks, setting a 25-year record. Foreign investors withdrew $40 billion over two years, while domestic mutual funds, with $900 billion in assets under management, tried to support the market.
Facts
India's economic growth rate exceeded 7% in 2026.
Retail investors' average wealth from investing in the Nifty index has shrunk by 15% this year.
Foreign institutional investors withdrew $40 billion from India's stock market over the past two years.
Assets under management at Indian mutual funds surged from $125 billion in 2016 to $900 billion in 2026.
Shipping through the Strait of Hormuz has been blocked for the eighth month, with international oil prices hovering between $90 and $100 a barrel over the long term.
The effective yield on U.S. Treasury bonds remains above 5%, near a 25-year high.
In U.S. dollar terms, the Nifty index delivered an annualized return of just 6% over the past decade.
雀巢 KitKat launches a colorful range of surprise flavors: a black-and-white duo and 3 mini wafer flavors, now available at select retailers.
Published ・ Source Taiwan | 風傳媒
雀巢 KitKat is launching 2 limited-edition products at select retailers in Taiwan this fall: “Black and White Chocolate Fun Wafer” and “Mini Wafer Variety Pack.” The products, available exclusively at 7-ELEVEn and 好市多 respectively, offer a variety of chocolate experiences and sustainable packaging.
Facts
雀巢 is launching 2 new products this fall: “KitKat Black and White Chocolate Fun Wafer” and “KitKat Mini Wafer Variety Pack.”
“KitKat Black and White Chocolate Fun Wafer” combines milk chocolate and white chocolate flavors. Available exclusively at 7-ELEVEn, it has a suggested retail price of NT$59 per bar.
“KitKat Mini Wafer Variety Pack” brings together 3 flavors: sea salt caramel, white chocolate and peanut.
“KitKat Mini Wafer Variety Pack” is available exclusively at 好市多 in a pack of 50 individually wrapped pieces, with a suggested retail price of NT$499.
The “雀巢 Cocoa Plan” was launched in 2009 and spans 11 cocoa-producing countries, working with more than 180,000 farmers.
All KitKat products under 雀巢 use cocoa beans sourced through the “雀巢 Cocoa Plan,” and their packaging is made from 100% recyclable materials.
“KitKat Black and White Chocolate Fun Wafer” features a distinctive black-and-white marble design and the brand’s classic crispy wafer texture.
Where did the thousands of palace maids and eunuchs go after the Qing dynasty fell? Most switched to these lines of work—a brutal fate that is hard to imagine.
Published ・ Source Taiwan | 風傳媒
After Puyi abdicated in 1912 and was expelled from the palace in 1924, the Qing court laid off palace maids and eunuchs on a large scale, giving each person 100 silver dollars to start a new life. The article details the 3 major obstacles palace maids faced in marriage: infertility, social prejudice and marrying past the customary age. Their lives then took 4 different paths. Eunuchs, meanwhile, had 3 possible outcomes in old age: acquiring property and marrying, moving into a charitable retirement association—whose members gathered in what is now Beijing’s Zhongguancun area—or becoming beggars.
Facts
On Feb. 12, 1912, Emperor Xuantong Puyi announced his abdication, marking the end of more than 2,000 years of imperial rule in China.
Puyi was definitively expelled from the palace in 1924.
Puyi traveled to northeast China and established the “puppet state of Manchukuo.”
Each dismissed palace maid could receive about 100 silver dollars, equivalent to more than NT$50,000 today.
After leaving the palace, palace maids faced 3 major practical obstacles to marriage: infertility caused by blood stasis, negative rumors in society and being past the customary age for marriage.
After leaving the palace, palace maids followed 4 different paths: marrying into a wealthy family as a concubine, working as a maid in a wealthy household, supporting themselves through their skills or entering the sex trade.
Eunuchs who left the palace generally faced 3 possible outcomes: marrying and acquiring property, moving into a charitable retirement association or begging on the streets.
The charitable retirement associations for eunuchs were mainly clustered in the area that is now Beijing’s Zhongguancun.
When parking by the roadside, should you use a turn signal or hazard lights? Police give the correct answer: “Violators face an immediate NT$3,600 fine.” Many drivers still get it wrong after years behind the wheel.
Published ・ Source Taiwan | 風傳媒
The Sixth Precinct of the Tainan City Police Department has outlined 3 legal situations for using hazard lights and 3 common violations involving their misuse. It stresses that drivers should use a turn signal when parking by the roadside. Violators can be fined up to NT$6,000.
Facts
The official name for hazard lights is “danger warning lights”; they are only for 3 specific dangerous situations.
When temporarily stopping by the roadside, use a turn signal, not hazard lights.
When backing into a roadside parking space, use a turn signal rather than hazard lights.
To thank another driver for giving way, nod or gesture; do not flash your hazard lights.
Improper use of lights is punishable by a fine of NT$1,200 to NT$3,600 on regular roads and up to NT$6,000 on national highways.
The 3 legal situations for using hazard lights include sudden hard braking, a vehicle breakdown and severe weather when the vehicle has no rear fog light.
Flashing hazard lights twice to thank another driver for giving way is an improper use and a violation.
Major institutional investors sell nearly NT$18.9 billion! Foreign investors end a 4-day buying streak, while investment trusts dump NT$15.8 billion. Have market positions shifted behind Taiwan stocks' record high?
Published ・ Source Taiwan | 風傳媒
Taiwan stocks came close to the 50,000-point mark on the 6th, closing at 49,822.55, up 0.22% and setting another closing high. The 3 major institutional investors were net sellers of NT$18.896 billion. Foreign investors ended a 4-day buying streak and turned into net sellers of NT$6.657 billion, while investment trusts sold NT$15.85 billion. Only dealers remained net buyers, purchasing NT$3.611 billion for a 5th straight day.
Facts
Taiwan stocks rose 110.51 points, or 0.22%, on the 6th to close at 49,822.55, a record closing high.
The 3 major institutional investors were net sellers of NT$18.896 billion on the 6th.
Foreign investors ended a 4-consecutive-session buying streak on the 6th, turning into net sellers of NT$6.657 billion.
Investment trusts sold NT$15.85 billion on the 6th, remaining net sellers for a 2nd consecutive day.
Dealers bought NT$3.611 billion on the 6th, marking a 5th consecutive trading day of net buying.
台積電 hit an intraday high of NT$2,590 on the 6th, setting another record, before closing up NT$10 at NT$2,585.
聯發科 plunged 4.74% on the 6th to close at NT$4,920, falling below the NT$5,000 mark.
鴻海's September revenue reached NT$1.16 trillion, up 25.7% month on month and 38.42% year on year.
A rare smile from Koo Jun-yup! On Big S's birthday, Little S visits Jinbaoshan to celebrate: “Next year, I'll be older than her.”
Published ・ Source Taiwan | 風傳媒
On the birthday of late actress Big S, her younger sister Little S brought champagne and a cake to Jinbaoshan Cemetery to celebrate with their mother, Huang Chunmei, her husband Koo Jun-yup, and friends Chen Chien-chou and Fan Fan. Little S wrote, “Next year, I'll be older than her,” expressing the depth of her longing for her sister.
Facts
Big S's birthday fell on the 6th.
Those accompanying her included their mother, Huang Chunmei, Koo Jun-yup, and the couple Chen Chien-chou and Fan Fan.
Little S lamented, “Next year, I'll be older than her. I'll have a super-star little sister, Big S!”
Koo Jun-yup looked somewhat haggard but managed a rare, faint smile.
Those at the gathering wore touches of pink, and the venue was decorated with pink and white flowers.
Little S humorously described the weather, which kept shifting between heavy rain and sunshine, as “so my sister's style.”
玉山投信 launches its first actively managed Taiwan stock ETF, 00413A, targeting Taiwan's key technology sectors.
Published ・ Source Taiwan | 風傳媒
玉山投信 is launching its first actively managed Taiwan stock ETF, the “E.SUN Taiwan Key Technology Active ETF (00413A),” focused on 4 key technology fields, including semiconductors. It uses the ACE strategy to actively select stocks. The offering opens for subscription on Oct. 19, and the ETF will be listed on Nov. 11.
Facts
玉山投信 has launched its first actively managed Taiwan stock ETF, with the securities code 00413A and the name 玉山臺灣關鍵科技主動式ETF。
00413A is scheduled to launch its public offering from Oct. 19 to Oct. 23，be established on Nov. 2，and begin trading on Nov. 11。
00413A’s proposed industry allocation covers four key sectors：semiconductors，electronic components，communications networks，and computers and peripherals。
Original00413A預計採取30至35檔的集中持股方式，九成以上配置於關鍵科技。
玉山投信 has more than 30 years of history in Taiwan stock funds and is the only private-school pension fund advisory institution in Taiwan。
Historical data from 2006/01/01 to 2026/07/31 show that investing in the Taiwan Technology Stock Index at the end of October each year has delivered better average returns than the broader market。
玉山投信 Chairman Chang Lun-yu said the launch of its first actively managed ETF marks 玉山投信’s official entry into a new “2.0” stage。
00413A offers quarterly distributions，with evaluations conducted at the end of January，April，July，and October each year after the fund has been established for 180 days (inclusive)。
This article rounds up five hidden money-saving tips for 悠遊卡，including automatic top-up rebates with JCB 悠遊聯名卡，pairing a TPASS pass with Taipei Metro frequent-rider discounts，transfer subsidies in Taipei and New Taipei，linking 悠遊付 App，and registering the card as an electronic invoice carrier，helping commuters and students cut everyday expenses。
Facts
After registering on a designated day each month，JCB 悠遊聯名卡 cardholders can get 10% cash back on an automatic top-up of 500元 that month，equivalent to an instant 50元 rebate
When a regular 悠遊卡 is used to transfer in either direction between the MRT and buses in Taipei and New Taipei within 1 hour，8元 is deducted from each fare；student cards get a 6元 discount
The price of the Keelung-Taipei-New Taipei-Taoyuan TPASS commuter pass is 1，200元
Transfer discounts require consecutive rides using the same card；making a small-value transaction during the transfer interval will interrupt the discount
If 悠遊卡 is set as an electronic invoice carrier，winnings are exempt from the 4-per-thousand stamp tax
After downloading 悠遊付 App and completing card registration and linking，users can check their ride data for the current month and the status of rebate payments with one tap
If the number of rides at the end of the month is just one or two short of the next rebate tier，taking a short trip to make up the rides can qualify the entire month’s fares for a higher rebate percentage
It wasn’t because she had no money or was sick！An 81-year-old mother always said “I’ve been eating well”，but her son discovered the truth only half a year later
Published ・ Source Taiwan | 風傳媒
健一，a 54-year-old man，called his 81-year-old mother，和子，who lived alone，every week to check on her；she always replied，“I’ve been eating well。” Half a year later，he returned to his hometown and opened the refrigerator，only to discover that although his mother had not gone hungry，her diet had been greatly simplified to bread，udon，and white rice with natto. His mother received a pension of about 130，000 yen a month and was not short of money；the change came after her husband died，when she felt there was no need to cook much for one person，and because carrying heavy items had become difficult and she went to the supermarket less often. Citing data from the Japanese Cabinet Office’s “令和7年版高齡社會白皮書”，the article highlights the issue of older people living alone and calls for replacing questions such as “Have you eaten？” with more specific ones that can better reveal changes。
Facts
A 54-year-old man
Her husband died 7 years ago
Receives a pension of about 130，000 yen a month
The drive between the two places takes about 2 hours
Store water now！11 counties and cities face major water cuts tomorrow，“no water for cooking or bathing from morning to night”；check your home’s outage area with one tap
One 全聯 bun has been a repeat purchase for years！Food lovers praise it as “springy and soft，with a generous filling” and say they never tire of it：so delicious they can’t stop eating
Published ・ Source Taiwan | 風傳媒
A user recommended the “奇美芝麻包” sold at 全聯 in the Facebook group “我愛全聯-好物老實説”，praising its rich sesame flavor，molten filling when microwaved，and chewy，non-greasy dough. The post sparked lively discussion among food lovers，who shared their favorite frozen buns from 桂冠，義美，龍鳳，紅豆食府，and 臥龍崗；全聯 also shared a “microwave steaming method using a mug” to solve the problem of buns becoming dry and tough in the microwave。
Facts
The family can eat three at a time
Air-fry？At 180 degrees for 5~7 minutes，the outside is crisp and the inside molten
At 180 degrees for 5~7 minutes，the outside is crisp and the inside molten
Place it over the opening of a heatproof mug containing about 1 cm of clear water
Medium-high heat（500W to 600W）
Heat for 1 to 2 minutes
Experts share 1 trick for “1-minute quick heating”
Taipei and New Taipei distribute senior benefits every year，yet nearly 200，000 old apartment buildings trap older residents；台灣前進 calls for confronting the elevator problem and giving seniors the freedom to go up and down stairs
The population aged 65 and over in Taipei and New Taipei has reached about 1.43 million
Original四、五層公寓無電梯的推估量體約19至22萬棟
In Taipei，the threshold for free assistance in setting up a management organization is six stories and above
In New Taipei，the threshold for free assistance in setting up a management organization is seven stories and above
The Taipei and New Taipei Trapped-at-Home Map covers 1，495 boroughs
People aged 65 and over account for 24.76% of Taipei’s population
People aged 65 and over account for 20.57% of New Taipei’s population
93% of elevator-free apartment buildings more than 30 years old have no management organization
Original台北符合資格的加梯案件最高補助工程經費八成、每座480萬元
Lowering the threshold for management organization subsidies to four-story buildings could help 1，000 communities with an estimated 71 million in funding
What exactly did Xi Jinping criticize about Japan in front of Trump？Behind “a Taiwan contingency”，Beijing’s real concern is the return of Japanese “militarism”?
Published ・ Source Taiwan | 風傳媒
The Sankei Shimbun，citing informed sources，reported that Xi Jinping systematically criticized Japan’s military buildup，its Three Non-Nuclear Principles，and its militaristic tendencies during a closed-door meeting at the White House，while Trump did not respond. Beijing’s state media and Foreign Ministry have continued this year to criticize Japan’s policy direction through the framework of “new militarism”，interweaving it with the Taiwan Strait issue。
Facts
In a toast at a White House state dinner on Sept. 24，Xi Jinping said，“More than 80 years ago，the people of China and the United States fought side by side against Japanese militarist aggressors”
The Sankei Shimbun reported on Oct. 4 that Xi Jinping criticized Japan’s increased defense spending during a White House meeting as “military expansion”
Japan’s defense-related budget for fiscal 2026 exceeded 9 trillion yen
In April，the Takaichi Cabinet revised the “Three Principles on Transfer of Defense Equipment”，allowing exports of lethal weapons
In April，a Maritime Self-Defense Force destroyer passed through the Taiwan Strait alone；that day was the anniversary of the signing of the Treaty of Shimonoseki
At the end of March，the Ground Self-Defense Force deployed the first batch of upgraded Type 12 surface-to-ship guided missiles in Kumamoto
The Japanese government announced a plan last year to evacuate about 120，000 residents and tourists from the Sakishima Islands to Kyushu within six days
What happens if you never register a family member's death? Death registration cannot be put off indefinitely; delays of more than 30 days may incur a fine
Published ・ Source Taiwan | 風傳媒
This article outlines the legal procedures and penalties for registering a family member's death, reminding the public to complete registration within 30 days or face a fine of NT$300 to NT$900, depending on the number of days overdue.
Facts
Death registration should generally be filed within 30 days of the death or confirmation of the fact of death
A fine of NT$300 to NT$900 may be imposed for filing a death registration late without a valid reason
Late-filing fines are tiered by the number of days: NT$300 for 1 to 15 days, NT$500 for 16 to 30 days, NT$700 for 31 to 180 days, and NT$900 for 181 days or more; those who still fail to apply after being notified face a fine of NT$900
If no application is filed after the household registration office issues a notice, the office must register the death on its own
Those eligible to apply for death registration include the deceased's spouse, relatives, head of household, cohabitants, the person who arranged the funeral, and the manager of the residence or land where the death occurred; an interested party may also apply if none of the above are available
Online death registration applications are only available within the statutory 30-day filing period
Renunciation of inheritance must generally be filed within 3 months of learning that one is entitled to inherit
Ming Dynasty-style costumes are trending in Chinese dramas in 2026. This article ranks 10 actresses with standout Ming-style looks, with Liu Shishi taking the top spot for The Imperial Doctress, hailed as “born for the ancient era.” Chen Duling, for Yan Hui Shi, came in second.
Facts
Chinese dramas in 2026 have sparked a wave of Ming Dynasty-style period costumes
The series Blossoms in Splendor features a total of 800 costumes
The production team of Yan Hui Shi prepared more than 30 custom-made Ming Dynasty-style outfits and accessories
Liu Shishi in The Imperial Doctress ranks No. 1 among Ming Dynasty costume beauties
Chen Duling's look in Yan Hui Shi features a long, front-fastening jacket with a stand collar, paired with a mamian skirt; the stand collar has a distinctive Ming Dynasty interlocking button design
The costumes in Ninefold Purple mainly feature ao skirts, with a variety of collar styles, including straight, round, stand, and turned-down collars
My Cousin's Ten Thousand Blessings and The Double are based on novels by the same author
Yang Zi's Family Business is set in the Ming Dynasty and tells the story of a tribute-ink case in the mid-Ming period
Does “sugar-free” fall short of the truth? Starbucks faces lawsuit in the US as consumers allege 8 high-protein drinks are “not what they seem”
Published ・ Source Taiwan | 風傳媒
Starbucks is facing a class-action lawsuit from consumers in the US, who allege that 8 high-protein drinks labeled “sugar-free” contain lactose from milk. The Venti size actually contains 13 to 21 grams of sugar, violating federal regulations.
Facts
Starbucks is facing a class-action lawsuit from consumers in the US, who allege that 8 high-protein drinks labeled “sugar-free” actually contain naturally occurring lactose
These 8 Starbucks Venti drinks actually contain as much as 13 to 21 grams of sugar
US federal law prohibits labeling a drink “sugar-free” if it contains more than 0.5 grams of sugar per 12 ounces
In September 2025, Starbucks introduced its “Back to Starbucks” menu update, which included these 8 high-protein drinks
Starbucks' website describes the drinks as “high in protein” and having “no added sugar”; the Venti size contains 270 to 340 calories
As many as 75% of consumers across the US want to cut down on or eliminate sugar
“Taiwan independence means war!” Ting Yu-chou on the top priority for Taiwan's leaders: Beijing will achieve its goals at any cost
Published ・ Source Taiwan | 風傳媒
Former National Security Bureau Director Li Hsiang-chou held a book launch on the 6th, where former Secretary-General of the National Security Council Ting Yu-chou bluntly said, “Taiwan independence is equivalent to war,” and criticized Taiwan's politicians for severely weakening the country's defense capabilities over the past 20 years.
Facts
Former National Security Bureau Director Li Hsiang-chou held a launch on the 6th for his new book, Political Reflections: 50 Years on the Front Line, From National Security Decisions to the World Stage
Former Vice President Hsiao Wan-chang, former National Security Council Secretary-General Ting Yu-chou, and former Legislative Yuan President Wang Jin-pyng attended the launch
Ting Yu-chou said, “Taiwan independence is equivalent to war”
Ting Yu-chou said Beijing would launch a war in the Taiwan Strait at any cost and would not stop until it achieved its goal
During the 1996 Taiwan Strait crisis, two US aircraft carrier battle groups entered the Taiwan Strait, and Beijing had no way to counter them
In 1999, the Chinese Embassy in Yugoslavia was bombed by US forces
After the first change of ruling party in 2000, Chen Shui-bian shortened the period of mandatory military service
During Ma Ying-jeou's administration, the period of military service was shortened to 4 months
The current military service system has been restored to one year, but soldiers receive more than 120 days off during that year
聯電(2303-TW) is in the semiconductor industry. Its main businesses are integrated circuits and various semiconductor-related components.
聯電's monthly revenue over the past 6 months (April to September 2026) was, in order, NT$22.664 billion, NT$22.944 billion, NT$23.125 billion, NT$23.844 billion, NT$25.045 billion and NT$25.350 billion.
Unveiling the Universe's Ghost Particles: Halzen Wins the 2026 Nobel Prize in Physics
Published ・ Source Taiwan | 鉅亨網
The Royal Swedish Academy of Sciences announced Tuesday that 82-year-old Belgian-born physicist Francis Halzen had been awarded the 2026 Nobel Prize in Physics for his outstanding contributions in leading the IceCube Neutrino Observatory and discovering high-energy neutrinos of astrophysical origin. He will receive the full prize of 12 million Swedish kronor.
Facts
The Royal Swedish Academy of Sciences announced Tuesday (the 6th) that the 2026 Nobel Prize in Physics would go to Belgian-born physicist Francis Halzen.
Halzen was recognized for his decisive contributions to the IceCube Neutrino Observatory and for discovering high-energy neutrinos of astrophysical origin.
Halzen, 82, teaches at the University of Wisconsin–Madison in the United States.
Halzen will receive the full prize of 12 million Swedish kronor (about US$1.2 million).
In 1988, Halzen first proposed building an observatory deep in the Antarctic ice.
The IceCube Observatory uses a cubic kilometer of pristine ice and light sensors to capture faint flashes produced when neutrinos strike atomic nuclei. It was completed in 2011.
Neutrinos are known as “ghost particles.” They have extremely little mass and no electric charge, and can pass through planets and galaxies without changing direction or losing energy.
The IceCube Observatory successfully confirmed the detection of ultra-high-energy neutrinos originating outside the solar system.
AI 2.0 Ignites Long-Term Momentum; 國泰投信: Taiwan Stocks Overcome Hurdle After Hurdle, Join the “Tech Camp” to Beat the Market
Published ・ Source Taiwan | 鉅亨網
國泰投信 released its fourth-quarter investment outlook, saying the AI industry has entered the “AI 2.0” phase, with beneficiary industries expanding from high-end servers to agentic AI. It recommended that investors position themselves in technology ETFs such as 00881 and 00830 to capture long-term opportunities in Taiwan and U.S. technology.
Facts
國泰投信 said in its fourth-quarter investment outlook that Taiwan stocks are heading toward the 50,000-point mark and the AI industry has entered the “AI 2.0” phase.
AI 2.0 applications are expanding from high-end servers to agentic AI, boosting demand among power management, cooling, high-power-consumption switches and CPU stocks.
The combined RPO announced by major cloud giants totals as much as US$2.3 trillion.
Global capital expenditure next year is estimated at about US$1 trillion to US$1.2 trillion. Orders are booked through 2027 to 2029, with annual deliveries expected to total US$410 billion to US$500 billion.
Taiwan stocks are maintaining a valuation of about 20 to 21 times earnings.
國泰台灣5G+(00881) has assets of NT$150 billion and selects 30 key technology leaders, with 台積電 accounting for about two-fifths of the portfolio.
00881's distribution months have been changed from January and August to June and December. It will have its third ex-dividend date before the end of December this year.
The Philadelphia Semiconductor Index's EPS growth rates for 2026 and 2027 are 143.7% and 45.8%, respectively.
國泰00830 will hold a vote on its split proposal from October 30 to November 16, 2026.
台塑汽車 to Trial Electric Heavy-Duty Trucks with Group Fleet in 2027, Targeting Sales Launch in 2029
Published ・ Source Taiwan | 鉅亨網
台塑汽車, part of the 台塑 Group, unveiled a new-generation DAF heavy-duty truck in Taichung. It said it would bring in several electric heavy-duty trucks in 2027 for trial operation with the group fleet, with sales in Taiwan expected no earlier than 2029. It is targeting a 20% share of Taiwan's annual market of 3,000 heavy-duty trucks.
Facts
台塑汽車 unveiled the “new-generation DAF heavy-duty truck” in Taichung.
荷蘭DAF heavy-duty trucks have sold 15,000 units in Taiwan over 20 years.
台塑汽車 plans to bring in several new-energy heavy-duty trucks in 2027 for trial operation by the group's freight fleet.
台塑汽車 expects to begin selling new-energy heavy-duty trucks in Taiwan no earlier than 2029.
台塑汽車 is targeting a 20% share, or about 600 units, of annual heavy-duty truck sales of 3,000.
台塑汽車 currently has 34 directly operated and authorized service locations across Taiwan and plans to add 2 directly operated centers.
The DAF heavy-duty trucks being brought in are 35-ton and 43-ton models for container transport.
台塑汽車 may bring in 12-, 21-, 24- and 26-ton trucks in the future.
Foreign Investors Turn Sellers as Taiwan Stocks Hit Record High; Dump 87,000 Shares of AUO, While Investment Trusts Pull 60,000 Shares from 聯電
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks hit an intraday high of 49,968 points on the 6th and closed at 49,822 points, another record closing high. However, the three major institutional investors recorded combined net sales of NT$20.786 billion, with foreign investors turning to net sales of NT$6.657 billion and dumping 87,000 shares of AUO. Investment trusts sold nearly 60,000 shares of 聯電, while only dealers bucked the trend with net purchases of NT$1.721 billion.
Facts
Taiwan stocks surged to an intraday high of 49,968 points today (the 6th), then closed up 110 points at 49,822, another record closing high.
The three major institutional investors recorded combined net sales of NT$20.786 billion today.
Foreign investors ended a 4-session buying streak and turned to net sales of NT$6.657 billion; investment trusts posted net sales of NT$15.85 billion, while dealers bucked the trend with net purchases of NT$1.721 billion.
Foreign investors dumped 87,000 shares of 友達(2409-TW), the largest net sale among foreign investors.
Investment trusts made a major withdrawal from 聯電(2303-TW), selling 59,000 shares, the largest net sale among investment trusts.
Dealers and investment trusts both bought 南亞(1303-TW), adding more than 5,000 shares combined.
Foreign investors' top 2 net purchases were 32,000 shares of 主動統一升級50(00403A-TW) and 19,000 shares of 主動統一台股增長(00981A-TW), both actively managed ETFs.
AI Customers Rush to Sign Long-Term Contracts with 矽格; Optical Communications Revenue Set to Multiply Next Year
Published ・ Source Taiwan | 鉅亨網
IC testing and packaging company 矽格（6257-TW）held an investor conference on the 6th. General Manager Yeh Tsan-lien said the company had raised prices for high-end chip testing, with most customers signing contracts of more than 1 year. Optical communications revenue is expected to post multiple-fold growth next year, while AI-related revenue is targeting a 30% share.
Facts
矽格 held an investor conference on the 6th, where General Manager Yeh Tsan-lien said it had raised testing prices.
Most customers have signed capacity guarantee agreements lasting more than 1 year.
國泰's Lin Chi-chao: Listed Companies' Profits to Hit NT$10 Trillion Next Year; U.S., Europe and Japan Expected to Maintain Rate-Hike Pace in Q4, Taiwan to Hold Steady
Published ・ Source Taiwan | 鉅亨網
國泰投信 held its 2026 Q4 investment outlook event on the 6th. Chief economist Lin Chi-chao expects the central banks of the U.S., Europe and Japan to maintain their rate-hike pace in Q4, while Taiwan holds steady. He also expects after-tax net profits of Taiwan-listed companies to exceed NT$10 trillion in 2027.
Facts
Lin Chi-chao, chief economist at 國泰世華銀行, hosted 國泰投信's 2026 fourth-quarter investment outlook briefing.
Major central banks around the world will maintain their tightening pace in the fourth quarter.
The U.S. Federal Reserve is expected to begin raising rates in December. If oil prices remain high through the first quarter of next year, another 2 rate increments in the first half cannot be ruled out.
Taiwan's central bank left interest rates unchanged in September, and the likelihood and scope for further rate hikes in the fourth quarter are both limited.
After-tax net profits of Taiwan-listed companies could exceed NT$10 trillion in 2027, with total market capitalization aiming for NT$200 trillion.
AI capital spending by the world's 5 largest cloud service providers is expected to grow 38.8% year over year in 2026, moving toward US$1.5 trillion.
台積電(2330-TW)'s estimated after-tax net profit for 2026 is NT$2.6 trillion to NT$2.8 trillion, with growth to NT$3.7 trillion to NT$3.8 trillion expected in 2027.
Taiwan's share of U.S. imports grew from 1.8% in 2016 to 7.7% in January-July 2026
[Stocks with heavy trading and sharp gains] Taiwan stocks' 50,000-point battle is near! 【3441聯一光】surges 230%! Who will be the next star?!
Published ・ Source Taiwan | 鉅亨網
The Taiwan Stock Exchange Weighted Index closed at 49,822.55 points, just a step away from 50,000. The article reviews stocks with heavy trading and sharp gains, including 聯一光, 金像電, 南電 and 台塑化, analyzes the performance of heavyweight stocks 台積電, 鴻海 and 聯發科, and mentions that Teacher Jia Ying's LINE fan group gave advance notice of individual stocks.
Facts
The Taiwan Stock Exchange Weighted Index closed at 49,822.55 points, up 110.51 points, with trading volume of 975.936 billion
The three major institutional investors recorded combined net sales of NT$20.786 billion; foreign investors recorded net sales of NT$6.657 billion, investment trusts net sales of NT$15.85 billion, and dealers net purchases of NT$1.721 billion
鴻海（2317）rose 0.79% to close at NT$256. Revenue is forecast to rise 14% and 23% quarter on quarter in the 3rd and 4th quarters of 2026, respectively.
Original南電（8046）8月稅後純益達10.92億元，EPS 1.69元，年增665%
The U.S. 10-year Treasury yield rose more than 3 basis points to 5.31%, while the 30-year yield rose to 5.664%
〈Taipei Textile Show〉6 highlights unveiled; Ministry of Economic Affairs technology transfers to drive NT$1.3 billion in output
Published ・ Source Taiwan | 鉅亨網
The Industrial Technology Department of the Ministry of Economic Affairs brought together 6 organizations to showcase 6 key technologies at the 2026 Taipei Textile Show. Technology transfer fees totaled about NT$34 million, with the technologies expected to generate more than NT$1.3 billion in output across three themes: functional protection, sustainability and smart manufacturing.
Facts
The 2026 Taipei Innovative Textile Application Show (TITAS) will take place at Nangang Exhibition Center, Hall 1, from October 6 to 8
More than 40 technology project results were showcased, focusing on three themes: functional applications, sustainability and smart manufacturing
Technology transfer fees for 6 highlighted technologies totaled about NT$34 million, and are expected to generate more than NT$1.3 billion in output
The “Ambient Light and Heat-Activated Purifying Fiber” from 工研院材化所 can remove more than 90% of odors and harmful gases under everyday light and temperature conditions. The technology transfer fee was NT$6 million, and annual output is forecast to exceed NT$500 million
The “Seam Sewing and Application Technology for Protective Textiles” from 紡拓會 can withstand a tensile force of about 30 kilograms per 50 millimeters of stitching. The technology transfer fee was NT$2.15 million, and the technology is expected to generate NT$470 million in output
The “Circular Sneakers” from 紡織綜合所 won a 2026 R&D 100 Award, with a decolorization rate of 99% and recycled polyester purity of 99.5%. The technology transfer fee was about NT$12.25 million
The “Smart Spectral Analysis Technology for Composite Material Quality Prediction” from 印研中心 achieved a yarn identification accuracy rate of 97.76% and a conductive coating assessment accuracy of 95%
First $6 trillion company in the world? Investors return in droves as 輝達 gains 28% so far this year
Published ・ Source Taiwan | 鉅亨網
Shares of AI chip leader 輝達 hit another record high, bringing its market value close to the $6 trillion mark. It could become the world's first company to reach this milestone, and has gained 28% so far this year.
Facts
Shares of 輝達 have gained 28% so far this year
輝達's market value has risen by $1.2 trillion to nearly $5.8 trillion
The S&P 500 rose 14% in 2026, with 輝達 its biggest driver
Shares of 輝達 fell 11% on March 30 amid concerns over AI infrastructure spending
輝達 authorized an additional $150 billion share repurchase plan
輝達 forecasts revenue growth of 70% for fiscal 2028, above the market expectation of 45%
輝達's net profit is projected to double in fiscal 2027, with revenue growth of 90%
輝達's forward price-to-earnings ratio for the next 12 months is about 17 times, below the S&P 500's 19 times and near a 10-year low
〈Taiwan dollar〉Currency buyers and sellers locked in tug-of-war; closes at NT$31.781, up 0.7 fen
Published ・ Source Taiwan | 鉅亨網
The New Taiwan dollar was caught in a tug-of-war between buyers and sellers against the U.S. dollar today, closing at NT$31.781, up 0.7 fen. Turnover at 台北外匯經紀公司 fell to $1.604 billion as the Taiwan Stock Exchange Weighted Index approached 50,000.
Facts
The New Taiwan dollar closed at NT$31.781 against the U.S. dollar, up 0.7 fen
Turnover at 台北外匯經紀公司 fell to $1.604 billion
The New Taiwan dollar opened at NT$31.76, reached a high of NT$31.699 and a low of NT$31.823, with an intraday range of 1.24 jiao
The Korean won rose nearly 0.3%, the Thai baht gained about 0.1%, the Singapore dollar rose around 0.05%, and the Japanese yen weakened nearly 0.2%
The U.S. Dollar Index fell nearly 0.2%
元大投顧 said persistently high Treasury yields, volatile U.S.-Iran geopolitics, the U.S. midterm elections and other factors could exacerbate volatility in global stock markets
統一投顧 noted that 輝達's market value hit a record high and Taiwan index futures surged past the 50,000 mark in overnight trading
宏達電 reports September revenue growth both month on month and year on year, continues to expand AI glasses business
Published ・ Source Taiwan | 鉅亨網
宏達電(2498-TW) reported September revenue of NT$339 million, up both month on month and year on year. Third-quarter revenue was about NT$760 million, up about 24.63% quarter on quarter. VIVE Eagle AI smart glasses entered Europe, North America and Australia in September, and a new VIVEE account was launched to preview the next wave of products.
Facts
宏達電's September revenue was NT$339 million, up about 37.8% month on month and about 12.6% year on year
宏達電's third-quarter revenue was about NT$760 million, up about 24.63% quarter on quarter and about 6.7% year on year
宏達電's revenue for the first 3 quarters of this year totaled about NT$2.03 billion, down about 4.15% year on year
VIVE Eagle officially entered the European, North American and Australian markets in September
宏達電 launched a new round-frame version of VIVE Eagle and a dedicated magnetic charger
VIVE Arts has once again partnered with 巴黎奧賽美術館 to present “The Statue of Liberty: Bartholdi's Dream, from Paris to New York” in Paris starting in September 2026
G REIGNS, Mongolian telecom operator Mobicom and 台揚科技 completed a live-network deployment of 5G SA Open RAN in Mongolia, with stable service coverage reaching about 7 kilometers and a connection success rate of more than 99%
宏達電 released the first teaser video for a new mysterious account, “VIVEE,” on VIVE's official global social media platforms
創見's Q3 revenue hits NT$16.07 billion, second-highest on record; deepens AI and industrial-control applications
Published ・ Source Taiwan | 鉅亨網
創見(2451-TW) reported September revenue of NT$6.04 billion, third-quarter revenue of NT$16.07 billion and revenue of NT$48.51 billion for the first 3 quarters, benefiting from AI infrastructure demand for server memory and enterprise SSDs. The company launched new products including DDR5-7200 and expanded its embedded camera module product line.
Facts
創見's September revenue was NT$6.04 billion, up 24.8% month on month and 290% year on year
創見's third-quarter revenue reached NT$16.07 billion, down 14.6% quarter on quarter and up 291% year on year
創見's revenue for the first 3 quarters reached NT$48.51 billion, up 370% year on year
創見 will showcase its full range of embedded camera modules with USB, MIPI CSI-2 and GMSL2 interfaces at the Smart Energy Exhibition
The new ECM101U2C supports Full HD, up to 60fps and HDR
The new ECM301G2F features a Sony STARVIS 2 image sensor, with 5MP resolution, a 140° wide-angle view, HDR and NIR imaging, and supports long-distance GMSL2 transmission and PoC coaxial power
Don't fear short-term selling pressure ahead of the long holiday: 金像電, 世芯, 大立光, 鴻海
Published ・ Source Taiwan | 鉅亨網
倫元投顧 analyst Chen Xuejin released an analysis of the Taiwan stock market, noting that stocks are nearing the 50,000-point mark and August export orders topped $100 billion for the first time. AI demand is supporting the bull market, while October earnings briefings will be a test for the rally. The analyst recommended shifting from chasing highs to rotating into stocks with low bases.
Facts
The Taiwan stock market reached an intraday high of 49,968 points, just 32 points short of 50,000. It closed up 110 points at 49,822, with trading value of about NT$977.4 billion.
Taiwan's export orders reached $102.96 billion in August, topping $100 billion for the first time, up 71.4% year on year. The cumulative total for the first 8 months was $704.99 billion, up 55% year on year.
Stock-picking themes focus on AI supply chains, including ASIC, PCB/CCL, ABF substrates, CPO, silicon wafers, passive components, advanced packaging equipment, low-orbit satellites and power.
The market still has the conditions to continue its advance to 52K–53K.
Chassis maker 可成 (2474-TW) announced on the 6th that September revenue was NT$1.028 billion and third-quarter revenue was NT$3.088 billion, up 15.2% quarter over quarter. In the fourth quarter, expanded shipments of AI products, together with the ramp-up of new medical and drone businesses, are expected to gradually lift revenue.
Facts
可成 posted September revenue of NT$1.028 billion, up 2.5% month over month.
可成’s September revenue fell 34.2% year over year.
可成’s third-quarter revenue was NT$3.088 billion, up 15.2% quarter over quarter.
可成’s third-quarter revenue fell 36.5% year over year.
可成’s revenue for the first 3 quarters of this year totaled NT$9.543 billion, down 33.2% year over year.
Shipments of existing AI products will expand in the fourth quarter, while medical and drone businesses are gradually ramping up production, and revenue is expected to gain momentum.
Starting in the first quarter of next year, other AI server projects are expected to gradually ramp up production.
AI PC-related products are expected to enter mass production starting in the second quarter of next year.
是方 (6561-TW) announced September revenue of NT$358 million, up 10.66% year over year, and revenue for the first 3 quarters of NT$3.103 billion, up 2.82%. Groundbreaking for its fourth AIDC, located in the Huwei Science Park, is scheduled for Oct. 20, with operations expected to begin in 2028.
Facts
是方 posted September revenue of NT$358 million, up 10.66% year over year.
是方’s third-quarter revenue was NT$1.077 billion, up 3.16% quarter over quarter and 14.94% year over year.
是方’s revenue for the first 3 quarters of this year totaled NT$3.103 billion, up 2.82% year over year.
Groundbreaking for 是方’s fourth AIDC, located in the Huwei Science Park, is scheduled for Oct. 20, with operations planned to begin in 2028.
Original中科虎尾AIDC客戶租用意向書突破5成
OriginalLY2聯雲智能資料中心預計今年底進駐率可達8成
是方 expects its gross margin to remain around 50% for the full year, with revenue and profit potentially reaching record highs this year.
華電網 Chairman Chen Kuo-chang said its newly established subsidiary 碩維 focuses on the semiconductor industry, serving clients in IC design, manufacturing and packaging. Its orders on hand are “very promising,” and semiconductor revenue is expected to grow about 30% next year, with an IPO as its goal.
Facts
華電網’s newly established subsidiary 碩維 focuses on the semiconductor industry, serving clients in IC design, manufacturing and packaging.
碩維’s orders on hand are “very promising,” and its semiconductor revenue is expected to grow about 30% next year.
Semiconductor-related business currently accounts for about 10% to 20% of 華電網’s total business, with the share rising steadily in recent years.
The semiconductor sector has relatively high gross margins and less intense price competition, and accounts for a relatively large share of the group’s profits.
碩維 is currently focused on Taiwan’s semiconductor market as its main base for development, with plans to gradually expand into overseas markets in the future.
碩維 will also develop businesses in AI, automated inspection, automation and cybersecurity, with post-quantum cryptography (PQC) technology to be introduced in cybersecurity.
碩維 is targeting an IPO, but will not pursue a listing just for the sake of listing.
碩維’s clients do not overlap with 華電網’s existing customers. It hopes to expand through new clients and markets, generating a “1+1 greater than 2” effect with its parent company.
技嘉 posts record September and Q3 revenue as AI demand remains robust
Published ・ Source Taiwan | 鉅亨網
技嘉 (2376-TW) reported record-high revenue for both September and the third quarter, with September revenue of NT$63.099 billion and third-quarter revenue of NT$154.71 billion. Buoyed by strong AI orders, its AI server business grew more than twofold year over year.
Facts
技嘉’s September revenue was NT$63.099 billion, up 33.12% month over month and 125.5% year over year.
技嘉’s third-quarter revenue was NT$154.71 billion, up 7.3% quarter over quarter and 94.4% year over year.
技嘉’s revenue for the first 3 quarters of this year was NT$403.982 billion, up 63.2% year over year.
技嘉’s AI server business has grown by more than twofold compared with the same period last year.
Gross margin fell to 9.6% in Q2, mainly due to dilution from a higher revenue share of NVL72 racks and the traditional off-season for boards and cards.
技嘉’s AI orders on hand extend through the first half of 2027.
技嘉’s operating expense ratio is expected to fall to 3.99%.
技嘉’s full-year revenue this year is expected to double compared with last year.
Strong revenue but facing selling pressure? Taiwan stocks hit resistance near 50,000 points as “these two sectors” take turns leading
Published ・ Source Taiwan | 鉅亨網
The Taiwan Stock Exchange Weighted Index failed to break through 50,000 points in morning trading, reaching a high of 49,968.92 points, with trading volume at about NT$970 billion. Signs of a divergence between price and volume at elevated levels emerged. Advanced packaging, semiconductor testing and high-end AI power supply stocks became the main focus of sector rotation.
Facts
The weighted index reached a morning high of 49,968.92 points, just about 32 points shy of the 50,000-point threshold.
Taiwan stocks saw trading volume of about NT$970 billion today, with signs of a price-volume divergence at elevated levels gradually emerging.
Leading stocks including 創意 (3443-TW), 貿聯-KY (3665-TW) and 高力 (8996-TW), which recently reported strong revenue, faced profit-taking selling pressure during the session.
Advanced packaging and semiconductor testing stocks were among the first to strengthen today as the index pulled back, mounting a clear rally around midday.
With 台積電’s (2330-TW) quarterly earnings conference approaching, capacity expansion in CoWoS, advanced packaging and advanced semiconductor testing and packaging has become a market consensus.
台達電 (2308-TW) remains at the heart of the AI data center power supply chain, attracting buying from foreign institutional investors.
The OCP Global Summit is about to begin, as AI data centers move toward higher power density and upgraded power architectures.
華電網 establishes subsidiary 碩維 to tap AI infrastructure opportunities with PQC technology
Published ・ Source Taiwan | 鉅亨網
華電網 (6163-TW) has established subsidiary 碩維 (SureWin) to pursue AI infrastructure opportunities with post-quantum cryptography (PQC) technology and quantum-encrypted storage equipment, while expanding its semiconductor industry services.
Facts
華電網（6163-TW） officially announced today (6) the establishment of its subsidiary 碩維 (SureWin).
碩維 is targeting AI industry data governance needs and bringing together the group’s talent in PQC (post-quantum cryptography).
碩維 is deploying advanced storage equipment with a quantum-encryption protection architecture to address the risk of confidential corporate data being decrypted using high computing power.
華電網 invested NT$80 million this year to establish 碩維.
碩維’s core architectural principle is “Data First.” More than 九成 of its team members are technical professionals with years of hands-on experience, and they have amassed more than 50 professional certifications.
顧能 (Gartner) recently forecast that global information technology (IT) spending will reach $6.37 trillion in 2026, up 14.2% year over year.
From life insurer general manager to investment trust leader! Liu Shangqi: We have weathered the headwinds and returned to the right track, moving toward a regional asset management platform
Published ・ Source Taiwan | 鉅亨網
Liu Shangqi, the new general manager of 國泰投信, spoke publicly with the media for the first time at a press conference on the 2026 fourth-quarter investment outlook. He stressed that the group had weathered headwinds in the first half and returned to the right track, and outlined a “regional asset management platform” strategy and plans for ESG financial education.
Facts
國泰投信 released its 2026 fourth-quarter investment outlook on the 6th, with General Manager Liu Shangqi speaking publicly with the media for the first time.
Liu Shangqi resigned as general manager of 國泰人壽 on March 6, became vice chairman of 國泰投信 and chief investment officer of the financial holding company on June 2, and took on the full-time role of general manager of the investment trust on July 16.
A historical pattern in U.S. midterm elections: U.S. stocks have risen strongly in the year after every election
Published ・ Source Taiwan | 鉅亨網
According to historical data analyzed by Truist Chief Strategist Keith Lerner, U.S. stocks have posted positive returns in the year after every midterm election since 1946, with an average gain of 14.4%.
Facts
U.S. stocks have posted positive returns in the year following every midterm election since 1946
The largest gain in the year after an election was 34%, recorded in 1954
U.S. stocks have gained an average of 14.4% in the year after an election
Since 1950, the S&P 500 has gained an average of 6.6% in the fourth quarter of midterm election years
Original期中選舉年第四季上漲機率為 84%
The S&P 500’s third-quarter earnings are forecast to grow 29.5% year over year
Full-year earnings are forecast to grow 32.4% year over year
This would mark the eighth consecutive quarter of double-digit earnings growth
AI regulation’s biggest divide revealed! OpenAI CEO: To reap AI’s benefits, the world should accept that some bad things may happen
Published ・ Source Taiwan | 鉅亨網
OpenAI CEO Altman publicly said the company and Anthropic have fundamentally different worldviews on AI regulation. He argued that to reap AI’s benefits, the world should accept that some bad things may happen, rejecting the pursuit of safety through zero risk.
Facts
OpenAI CEO Altman said the company and rival Anthropic have “fundamentally different worldviews” on AI regulation.
Altman argued that the world should accept that some bad things may happen in order to reap the benefits of this technology.
Anthropic CEO Dario Amodei has long advocated strict regulation and has called for slowing the development of the most advanced large models.
OpenAI recently backed stricter safety legislation in some U.S. states and endorsed the introduction of external safety assessments.
Altman criticized the idea that “a lab in San Francisco should monopolize powerful technology,” calling that trade-off “completely unacceptable.”
Altman said he would not accept truly catastrophic risks, including the possibility of severe loss-of-control scenarios caused by AI.
An Anthropic spokesperson said the company’s regulatory proposal applies only to advanced models.
Amodei said in August that Anthropic is committed to creating favorable conditions for smaller competitors while also placing constraints on giants.
Hong Kong stocks after the close: Major indexes all finish higher; Hang Seng rises 1% as biotech and AI concept stocks lead gains
Published ・ Source Taiwan | 鉅亨網
Hong Kong’s major stock indexes all finished higher on Tuesday (6), with the Hang Seng Index up 1% to close at 24,280.56. Biotech and AI concept stocks led gains, while 智譜 surged 7.59% after AWS added GLM-5.3.
Facts
The Hang Seng Index rose 1.00%, or 240 points, to close at 24,280.56
The Hang Seng China Enterprises Index rose 0.96% to close at 8,128.97
The Hang Seng Tech Index rose 0.94% to close at 4,223.08
智譜 shares surged 7.59% over the full session after AWS announced the addition of GLM-5.3 and a revenue-sharing arrangement
奇瑞汽車 rose 7.95% after exports in September hit a record high
浙商國際 said Hong Kong stocks’ fundamentals are bottoming out and stabilizing, and investors can focus on technology, AI computing hardware, innovative drugs and high-dividend sectors in the fourth quarter
After 10 years of stagnation, emerging-market profits could hit a more-than-decade high; fund managers see a double tailwind for stocks and bonds
Published ・ Source Taiwan | 鉅亨網
富蘭克林證券投顧 and 富蘭克林坦伯頓 fund managers are bullish on emerging-market stocks and bonds. EPS revisions for 2026 are the strongest in more than a decade, and EPS is forecast to grow at an annual compound rate of about 27% from 2023 to 2027. With Brazil’s real interest rate near 10% and emerging-market currencies undervalued, they recommend building positions gradually through balanced funds.
Facts
The 2026 revision cycle for emerging-market corporate EPS forecasts is the strongest in more than a decade
EPS growth outpacing developed markets was the main driver of the emerging-market bull run from 2001 to 2010
Emerging-market corporate earnings, measured in U.S. dollars, grew almost zero from 2012 to 2022
Emerging-market EPS is forecast to grow at an annual compound rate of about 27% from 2023 to 2027
Brazil’s policy rate is currently 14%, and its real interest rate is close to 10% after accounting for inflation
Emerging-market currencies are valued four to five tenths below their levels at the lows of the 2009 financial crisis and the 2002 dot-com bubble
A return to improving earnings among emerging-market companies could signal the start of a new cycle
A first in human history! The world now has more older people than children, posing challenges for labor markets and pension reform
Published ・ Source Taiwan | 鉅亨網
A recent U.S. Census Bureau report showed that people aged 65 and older accounted for 10.5% of the global population in 2025, or about 852 million people, surpassing the share of children under 5 for the first time. This structural reversal is putting heavy pressure on labor markets and pension systems worldwide, and experts are urging countries to view older people as economic assets and accelerate reforms.
Facts
In 2025, people aged 65 and older accounted for 10.5% of the global population, or about 852 million people, officially surpassing the share of children under 5
By 2060, the global older population is projected to double to 2 billion, accounting for nearly one-fifth of the total population
In 2023, more than 71% of the global population already lived in countries with fertility rates below the replacement level of 2.1
South Korea’s share of older people is projected to surge from 20.3% in 2025 to 41% in 2060
South Korea’s old-age dependency ratio will climb from 29.5 to 81.6, while its elderly poverty rate stands at 39.7% to 40.5%, the highest among OECD member countries
The global ratio of working-age people to older people will fall from 5.1 in 2021 to 3 in 2050, and to just 2 by the end of this century
安聯 estimates the global pension savings gap at $51 trillion
Germany’s federal budget will need to allocate about €121 billion to pension subsidies in 2025, as much as one-quarter of government spending
Smart Mobility Expo: Autonomous vehicles move from testing toward commercialization; the 2027 Smart Mobility Expo will connect the AI ecosystem
Published ・ Source Taiwan | 鉅亨網
The 中華民國對外貿易發展協會（貿協） and 台灣區電機電子工業同業公會（電電公會） will jointly host 2027 E-Mobility Taiwan, to be held at Nangang Exhibition Center from April 13 to 16, focusing on the commercialization of autonomous vehicles and the AI mobility ecosystem.
Facts
The Taiwan International Smart Mobility Show (E-Mobility Taiwan) will open at Nangang Exhibition Center from April 13 to 16, 2027.
The show is jointly organized by TAITRA and TEEMA.
The autonomous vehicle industry is moving from road testing toward large-scale commercial operations.
Waymo expands its Robotaxi service footprint in the United States.
Aurora launches its second-generation autonomous truck and expands commercial transport routes.
2027 E-Mobility Taiwan will focus on 5 major areas: automotive electronics components, electric power and propulsion systems, autonomous and electric vehicles, mobility energy solutions, and mobility technology.
The previous show brought together 900 exhibitors from 15 countries and regions and attracted more than 13,000 professionals from 90 countries.
The previous show facilitated 815 one-on-one procurement meetings.
First Bank leads NT$9.2 billion syndicated loan for 麗鋌企業; oversubscription reaches 115%.
Published ・ Source Taiwan | 鉅亨網
第一銀行 led a NT$9.2 billion syndicated loan for 麗鋌企業, which was oversubscribed by 115%, with commitments reaching NT$19.78 billion. The funds will go toward the “Baipu Industrial Park Development Plan,” linking up with the Southern Taiwan Science Park to build a semiconductor S-corridor.
Facts
第一銀行 leads a 5.5-year, NT$9.2 billion syndicated loan for 麗鋌企業.
The original target was to raise NT$9.2 billion, but final commitments reached NT$19.78 billion.
The oversubscription rate reached 115%.
第一銀行 brought together 14 financial institutions to participate.
The syndicated loan funds will be used to finance the “Baipu Industrial Park Development Plan.”
Baipu Industrial Park will link science parks in Chiayi, Tainan, Kaohsiung and Pingtung, creating a strategic hub for the “semiconductor S-corridor” in southern Taiwan.
麗鋌企業 was jointly established by 麗明營造 and 三洋實業.
第一銀行 has been named to the Taiwan Stock Exchange’s “List of Companies with Better Stewardship Information Disclosure” for 4 consecutive years, the most among state-owned banks.
威剛 posts record quarterly revenue of NT$53 billion in Q3.
Published ・ Source Taiwan | 鉅亨網
Memory module maker 威剛 announced its September and third-quarter revenue on the 6th, reporting NT$15.73 billion for September and NT$53.03 billion for the third quarter, both record highs for a single quarter. Consolidated revenue for the first 9 months totaled NT$117.31 billion, up 215.6% year over year. Driven by tight memory supply and demand and rising prices amid AI demand, the company continued to grow its revenue.
Facts
威剛 reported September revenue of NT$15.73 billion, down 17% month over month and up 200% year over year.
威剛 reported third-quarter revenue of NT$53.03 billion, up 39% quarter over quarter and 266% year over year, setting another all-time quarterly high.
Original威剛前三季合併營收達1,173.1億元，年增215.6%。
September DRAM revenue was NT$11.78 billion, accounting for 74.9% of monthly revenue; SSDs accounted for 20.5%; and memory cards, USB flash drives and other products accounted for 4.6%.
DRAM accounted for 73.5% of total revenue in the third quarter, SSDs for 22.5%, and memory cards, USB flash drives and other products for 4%.
DRAM accounted for 68% of revenue in the first 9 months of this year, SSDs for 26.1%, and other products for 5.9%.
Demand from AI servers and data centers is taking up upstream memory capacity, tightening supply in the DRAM and NAND Flash markets and keeping memory prices on an upward trend.
Its sixth long-term contract this year! 三星電機 lands another major MLCC deal as customers rush to secure capacity.
Published ・ Source Taiwan | 鉅亨網
三星電機 announced its sixth long-term supply contract this year, worth 290 billion won, to supply high-capacity MLCCs for AI servers in 2027. The deal underscores tight supply and demand for high-end MLCCs amid AI-driven demand, as major Japanese and South Korean manufacturers move to secure capacity.
Facts
三星電機 signed an MLCC supply contract worth 290 billion won (about US$215.8 million) with a global company.
The contract runs from January to December 2027.
This is the sixth long-term supply agreement 三星電機 has announced this year, bringing the total value of its long-term contracts this year to 3.9 trillion won.
A single AI server uses about 10 to 13 times as many MLCCs as a standard server.
高盛 forecasts that the global AI server MLCC market will grow from US$1.4 billion in 2025 to US$5.8 billion in 2030, with an average annual growth rate of about 34%.
三星電機 holds more than 40% of the global AI server MLCC market.
日本村田, 太陽誘電 and 三星電機 have successively issued price increase notices, with original equipment manufacturers generally raising prices for high-capacity AI server MLCCs by 15% to 35%.
Some Chinese manufacturers have AI high-end specification orders booked through the second quarter of 2027, with downstream customers securing capacity 3 to 6 months in advance.
Lisa Su: AMD to expand investment in Taiwan again; capacity planning extended to 3 to 5 years.
Published ・ Source Taiwan | 鉅亨網
AMD Chair Lisa Su announced during a visit to Taiwan on the 6th that progress on the previously announced US$10 billion investment in Taiwan’s supply chain is on track. The company plans to increase its investment further, extend CPU capacity planning from 1 to 2 years to 3 to 5 years, and deepen cooperation with 台積電.
Facts
Progress on AMD’s previously announced US$10 billion investment in Taiwan’s supply chain is on track.
AMD plans to increase its investment in Taiwan further.
AMD plans to significantly increase CPU supply in 2027.
AMD and its major supply chain partners have extended capacity planning from the previous 1 to 2 years to 3 to 5 years.
AMD has gradually increased CPU supply this year and will raise it significantly further next year.
AMD’s latest AI system, Helios, began shipping in the third quarter as planned.
AMD will maintain its current business model, securing capacity through partnerships with major suppliers rather than investing directly in wafer fabs.
AMD praised 台積電’s Arizona plant for its current supply performance to AMD.