台灣自來水公司 conducted staged leak testing in Lufeng Village and Luliao Village in Shalu District, Taichung City, on October 7, 2026. Water service was suspended from 14:42 to 19:00.
台灣自來水公司 issued a water outage alert for Wulong Village and Xinglong Village in Xinyuan Township, Pingtung County, due to emergency repairs to a broken water main. The outage is expected to last from 14:44 to 18:00 on October 7, 2026.
台灣自來水公司 will suspend water service in Sandimen Township, multiple villages in Gaoshu Township, Pingtung County, and Dajin Village in Liugui District, Kaohsiung City, for a pipeline replacement project in Xinfeng Village, Gaoshu Township.
台灣自來水公司 suspended water service in Shanfeng Village, Zhuangjing Village and Fulin Village in Pingzhen District, Taoyuan City, from 14:23 to 18:30 on October 7, 2026, for construction to address water seepage from the road surface on Dongfeng Road in Pingzhen District.
台灣自來水公司 carried out emergency pipeline repairs in Pingyang Village and Yufeng Village in Shanshang District, Tainan City, on October 7, 2026, resulting in a water outage.
台灣自來水公司 will suspend water service in Xincuo Village, Caotun Township, Nantou County, from October 7 to 8, 2026, for a pipeline replacement project in Xincuo Village and other areas.
台灣自來水公司 suspended water service in Xinren Village, Dali District, and Taiping Village, Taiping District, Taichung City, from 08:30 to 18:30 daily on October 6, 2026, for a pipeline replacement project on Section 1 of Xinren Road.
台灣自來水公司 issued an update on a water outage in Xins hang Village, Zuoying District, Kaohsiung City, due to emergency repairs to a broken water main. The affected area is near No. 80, Anji Street.
台灣自來水公司 suspended water service and reduced water pressure in parts of Beishi Village and Beixing Village because of pipe disconnection and reconnection work for a water supply pipeline extension project in Dalian Village and other alleys in Pingtung City, Pingtung County.
台灣自來水公司 issued a water outage notice for parts of Shetou Township and Yuanlin City, Changhua County, due to emergency repairs to a leaking 300mm PVCP pipe in front of No. 390, Section 3, Shanjiao Road, Shetou Township.
台灣自來水公司 issued a water outage notice for Wenshan Village, Beimen District, Tainan City, due to repairs to pipeline equipment in front of No. 86, Xidiliao, Beimen District.
台灣自來水公司's pipe disconnection and reconnection work for a water supply pipeline extension project in Dalian Village and other alleys in Pingtung City, Pingtung County, has caused partial water outages and reduced water pressure in the area.
台灣自來水公司 issued a water outage alert for Houli District, Taichung City, due to emergency repairs to a broken pipe at No. 43-10, Anmei Road. Renli Village, Gongguan Village and Taian Village are affected. The outage is in effect from 13:33 to 18:00 on October 7, 2026.
台灣自來水公司 carried out pipe disconnection work in front of a customer’s premises in Sanjian Village, Xingang Township, resulting in a water outage in the area.
台灣自來水公司 carried out emergency repairs to a broken pipe beside No. 51, Lane 121, Section 2, Heping Road, Dashe District, resulting in a water outage in Shennong Village, Dashe District, Kaohsiung City.
台灣自來水公司 carried out work to connect a new 200DIP pipeline beside No. 194, Section 1, Jixing Road, Jian Village, Ji’an Township, resulting in a water outage in parts of Jian Village and Daoxiang Village, Ji’an Township, Hualien County.
台灣自來水公司 will carry out a pipeline replacement project in Jiangjun District, Tainan City, to improve water supply reliability and reduce the risk of pipeline leaks, resulting in water outages in Kunming Village and Kunshen Village.
台灣自來水公司 carried out emergency repairs to a leaking pipeline, resulting in water outages in parts of Zhuangwei Township, Toucheng Township and Jiaoxi Township, Yilan County.
A challenge to 輝達’s dominance! 博通 weighs US$42 billion in financing, targeting a five-year TPU computing capacity deal with Anthropic, set to become its largest customer in 2027
Published ・ Source Taiwan | 鉅亨網
The prospectus of AI startup Anthropic reveals close ties with 博通, which has agreed to provide loans of up to US$42 billion for AI infrastructure and TPU leasing expenses. The related debt instruments can be converted into Anthropic shares.
Facts
博通 agrees to provide Anthropic with loans of up to US$42 billion for AI infrastructure and TPU leasing expenses
博通’s US$42 billion loan corresponds to about one-third of Anthropic’s five-year TPU computing capacity lease commitment totaling US$125.2 billion
Anthropic will gain access to several GW of next-generation TPU capacity starting in 2027
博通 expects AI semiconductor revenue of about US$115 billion in fiscal 2027 and about US$230 billion in fiscal 2028
Anthropic is expected to become 博通’s largest computing/custom chip customer in 2027
博通 faces a potential conflict of interest as both a hardware supplier and a financing provider
Anthropic deposited cash into a restricted account designated by 博通 in April this year, and must provide additional funds under certain circumstances.
Anthropic expanded its collaboration with 博通 and 谷歌 in April this year.
聯發科 and 達發 target AI network infrastructure, boosting FWA uplink performance by more than 70%.
Published ・ Source Taiwan | 鉅亨網
聯發科 and its subsidiary 達發 showcased at Network X 2026 a fixed wireless high-speed broadband access platform integrating 5G-Advanced, Edge AI and Wi-Fi 8 technologies. It boosts FWA uplink throughput by more than 70% and downlink throughput by more than 40%, helping telecom operators improve network efficiency and service quality.
Facts
聯發科 and its subsidiary 達發 showcased a next-generation fixed wireless high-speed broadband access platform integrating 5G-Advanced, Edge AI and Wi-Fi 8 technologies at Network X 2026.
The platform boosts uplink throughput by more than 70% and downlink throughput by more than 40%.
宏碁 subsidiary 倚天酷碁 posted record monthly revenue in September, benefiting from the year-end shopping season. Revenue for the first three quarters also hit a record for the same period, reflecting strong leisure and automotive accessories businesses.
Facts
倚天酷碁's September revenue was NT$675 million, up 98.88% year over year.
倚天酷碁's third-quarter revenue was NT$1.61 billion, up 89.9% year over year.
倚天酷碁's cumulative revenue for the first three quarters of this year reached NT$3.855 billion, up 66.27% year over year.
倚天酷碁 has posted year-over-year revenue growth for 44 consecutive months.
倚天酷碁 invested in U.S. brand Plugable to expand in the North American enterprise market.
Big Short investor Michael Burry warns stocks have entered the first stage of a crash reminiscent of 2008.
Published ・ Source Taiwan | 鉅亨網
Michael Burry, the real-life figure behind The Big Short, warned that stocks have entered the first stage of a crash reminiscent of 2008: “denial,” foreshadowing the possibility of severe turmoil in the first half of 2027. He has shifted his short positions to put warrants on 輝達, Palantir and 美光, but prominent investor Einhorn publicly challenged his view.
Facts
Burry said the stock market is in the first stage of grief: “denial.”
Based on historical examples from 2000 and 2008, the “denial” stage typically lasts 6 to 9 months.
Burry has shifted his short positions to put warrants on 輝達, Palantir and 美光.
The put warrant contracts will expire at various times next year.
Tech giants have as much as US$3 trillion in financial commitments not reflected on their balance sheets.
Einhorn strongly challenged Burry's views.
Burry sees a timing mismatch between chip technology and data center infrastructure.
Einhorn believes demand for older-generation chips among hyperscalers remains strong.
〈渣打 investment outlook〉 AI boosts earnings; 渣打 sees corporate profits staying strong in Q4 and rates Taiwan stocks the strongest in Asia.
Published ・ Source Taiwan | 鉅亨網
渣打銀行 released its outlook for the 4th week of 2026, saying corporate earnings will support stocks. Taiwan was rated Asia's strongest market because of its AI supply-chain advantages, and diversified asset allocation was recommended.
Facts
渣打銀行's Chief Investment Office released its global market outlook report for the 4th week of 2026 on the 7th.
渣打銀行 expects continued corporate earnings growth to provide substantial support for stock market performance and investor confidence.
Taiwan was rated Asia's most attractive market for investment because of its pivotal role in the global AI supply chain.
劉家豪, head of investment strategy for wealth management at 渣打銀行, said the bank remains relatively positive on U.S. and Asian equities excluding Japan.
A soft landing for the global economy is the most likely base-case scenario, with a probability of 45%.
尖點 sets revenue records in September and Q3; first-three-quarter revenue of nearly NT$5.5 billion also sets a record.
Published ・ Source Taiwan | 鉅亨網
PCB drill-bit maker 尖點科技 benefited from peak-season demand, posting record September revenue of NT$830 million and cumulative revenue of nearly NT$5.5 billion for the first three quarters. The company has launched a fundraising plan of more than NT$2.1 billion to expand capacity, targeting monthly production capacity of 90 million units by 2028.
Facts
尖點科技's September 2026 revenue was NT$830 million, a record high.
尖點科技's third-quarter 2026 revenue was NT$2.331 billion, a record high.
尖點科技's cumulative revenue for January-September 2026 reached NT$5.496 billion, already exceeding its full-year revenue in previous years.
尖點科技 plans to issue 4,000 shares in a cash capital increase at a premium price of NT$388 per share.
尖點科技 is also arranging to issue unsecured convertible bonds (CB) with a face value of NT$480 million.
尖點科技 plans capital expenditures of NT$3 billion for all of 2026.
尖點科技 aims to reach monthly production capacity of 90 million PCB drill bits by 2028.
達里歐 warns AI is a “classic bubble”! Rising rates and wealth monetization could trigger a burst.
Published ・ Source Taiwan | 鉅亨網
橋水基金 founder 達里歐 warned at a Forbes conference in Singapore that AI investment relies on debt and rising interest rates could trigger a bubble burst; wealth monetization is also a potential risk.
Facts
橋水基金 founder 達里歐 warned that AI is a “classic bubble” nearing the point of rupture.
達里歐 made the remarks at the Forbes Global CEO Conference in Singapore.
AI investment is increasingly reliant on large-scale debt financing, driving up borrowing costs as interest rates rise.
Global bond yields have risen to their highest levels in decades.
The S&P 500 and Nasdaq 100 both hit record highs this week.
Wealth taxes and measures requiring unrealized capital gains to be converted into cash could burst the AI bubble.
“Danger premium” in Strait of Hormuz surges; captains' monthly pay rises to US$100,000, but their lives remain at risk.
Published ・ Source Taiwan | 鉅亨網
The U.S.-Iran conflict has led to repeated attacks on commercial ships in the Strait of Hormuz, killing crew members and sharply driving up shipping costs. Despite a steep rise in captains' pay, innocent seafarers still face threats to their lives, and India's foreign minister called for the protection of civilians at the United Nations.
Facts
Since the U.S.-Iran conflict broke out in February, at least 85 attacks on commercial ships have occurred in the Strait of Hormuz.
The attacks have killed 24 crew members.
On September 23, the bulk carrier Cape Dao was hit by two torpedoes in waters northeast of Oman, killing 23-year-old Indian sailor Suraj Yadav.
Monthly salaries for tanker captains have risen to US$100,000, with an additional US$50,000 bonus for each voyage.
Daily freight rates for crossing the Strait of Hormuz have climbed to about US$1.3 million.
Insurance for a supertanker entering the Gulf can cost as much as US$20 million.
Manoj Yadav, secretary-general of India's Frontline Seafarers' Union, said some shipowners were pressuring crew members who were unwilling to take risks.
Companies mentioned：Forward Seamen's Union of India、Marisks
Major breakthrough in glass substrate technology! A process that took half a day cut to just minutes, with mass production targeted for next year
Published ・ Source Taiwan | 鉅亨網
South Korea's JNTC has made a breakthrough in copper filling technology for glass substrates, cutting the process to minutes and passing validation by a U.S. customer. Mass production is expected to begin next year.
Facts
JNTC has cut the time for copper filling in glass substrates from half a day to a full day to just minutes.
JNTC has passed product validation by a major U.S. semiconductor customer and expects to begin mass production next year.
The hourglass-shaped through-hole structure developed by JNTC firmly secures the copper fill and prevents it from coming loose.
OriginalJNTC 已建置月產能約 1 萬至 1.2 萬片的試產線。
JNTC has independently mastered the complete production process, from glass cleaning to chemical mechanical polishing (CMP).
Industry observers believe JNTC's ultimate U.S. customer is 博通.
For the first time, this white paper surveyed all member companies on the business environment, with 368 companies reporting operational challenges in Taiwan.
The survey found that Japanese businesses' satisfaction with talent recruitment and labor regulations was only 54%, indicating significant challenges.
NDC Minister Yeh Chun-hsien outlined 3 responses: promoting dual transformation, a pre-review mechanism, and global talent recruitment.
The government has addressed changes to offshore wind power projects and financing issues, and introduced a “pre-review mechanism” for power business license applications.
On the 25th of last month, Talent Taiwan opened its first overseas office in Silicon Valley, U.S., to help foreign companies attract top international talent.
家登 opens U.S. production line to pursue semiconductor and aerospace opportunities
Published ・ Source Taiwan | 鉅亨網
家登(3680-TW) held an opening ceremony for its manufacturing site in Glendale, Arizona. Its initial component processing line will begin operations in Q4 this year to serve semiconductor and aerospace customers, marking an important milestone in its global manufacturing footprint.
Facts
家登(3680-TW) held an opening ceremony for its manufacturing site in Glendale, Arizona, on October 6 local time.
家登's initial component processing line at its Arizona site in the U.S. will officially begin operations in the fourth quarter of this year.
家登's U.S. production line will focus on establishing precision component processing and quality inspection capabilities.
家登's U.S. production line will primarily serve customers in industries such as semiconductors and aerospace.
The chairman of 家登集團 is Chiu Ming-chien.
家登 will initially introduce CNC precision machining and measurement equipment at its U.S. production line.
As part of its global expansion, 家登 has launched its U.S. production footprint following the groundbreaking of its Kurume plant in Japan.
Are Taiwanese travelers changing their ways? 萬事達卡: From shopping to immersive experiences, flocking to second- and third-tier cities in Japan and South Korea
Published ・ Source Taiwan | 鉅亨網
A report by 萬事達卡 said Taiwanese travelers’ spending in Japan and South Korea is shifting toward experiences and spreading to second- and third-tier cities. In 2025, growth in spending on experiences in Japan and South Korea outpaced shopping, while concerts drove a significant increase in spending. 萬事達卡 has introduced related offers in response.
Facts
The number of Taiwanese visits to Japan and South Korea from January to August 2026 rose 22% from the same period last year.
Taiwanese travelers’ spending on experiences in Japan in 2025 rose 39% from 2024.
Spending on experiences in Fukuoka, Japan, rose 90% year over year.
Spending on experiences on Jeju Island, South Korea, rose 102%.
During major concerts in South Korea, average daily spending by Taiwanese travelers rose 27%.
應材 and 英特爾 team up to accelerate innovation in chip manufacturing technology
Published ・ Source Taiwan | 鉅亨網
應材 and 英特爾 announced a partnership combining 應材’s EPIC Center in Silicon Valley with 英特爾’s research and development campus in Hillsboro, Oregon, to jointly develop next-generation transistor, interconnect and advanced packaging technologies that support the advanced semiconductor technology required for AI computing.
Facts
應材 (AMAT-US) announced on the 7th of this month that it is teaming up with 英特爾 (INTC-US) to accelerate chip-manufacturing innovation in next-generation transistor, interconnect and advanced packaging technologies.
The collaboration combines the capabilities of 應材’s Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley and 英特爾’s research and development campus in Hillsboro, Oregon.
The collaboration covers technology innovation in both front-end and back-end processes, including interconnect scaling, and joint development of Foveros 3D-stacking advanced packaging technology.
Applied Materials Inc. President and CEO is Gary Dickerson.
英特爾 CEO is Lip-Bu Tan.
Naga Chandrasekaran is 英特爾’s executive vice president and chief technology and operations officer, and also serves as general manager of Intel Foundry.
Prabu Raja, Ph.D., is president of Applied Materials’ Semiconductor Products Group, and 英特爾 is a founding partner of the EPIC Center.
Houthis strike back hard! Aden airport in Yemen hit, Saudi airports and military targets repeatedly attacked; Brent surges past $101
Published ・ Source Taiwan | 鉅亨網
The Houthi movement launched a new wave of attacks early Wednesday, targeting Aden International Airport in Yemen and several airports and military bases in Saudi Arabia. The attacks pushed international oil prices higher, with Brent crude breaking above $101 and renewing market concerns about the security of Middle East oil shipments.
Facts
Brent crude climbed above $101 a barrel, up more than 1%.
New York crude prices climbed above $90.
The Houthi movement claimed it used drones to attack King Khalid International Airport in the Saudi capital, Riyadh.
A Houthi missile landed near the runway at Aden International Airport in Yemen.
The Saudi-led coalition intercepted and destroyed several Houthi ballistic missiles.
〈Taiwan stocks after the close〉A last-minute 台積電 rescue keeps the index above 49,800 as it slips 16 points, wary of the 50,000 mark
Published ・ Source Taiwan | 鉅亨網
Caution prevailed in Taiwan stocks ahead of earnings briefings by heavyweight companies. The index opened lower and turned negative under selling pressure, but a large last-minute buy in 台積電 helped it hold the 49,800 threshold, leaving it down 16 points at the close. Funds rotated into favored sectors including passive components, optical communications and petrochemicals, while trading volume contracted significantly.
Facts
Taiwan stocks closed at 49,806.37, down 16.18 points.
A large order of 2,176 lots in 台積電 was executed in the final trade; the stock closed unchanged at NT$2,585.
Daily trading volume fell by nearly NT$50 billion from the previous day, closing at NT$925.992 billion.
台塑 hit the daily limit, while 南亞 surged 7%.
華新科 and 光頡 hit the daily limit amid reports that they would raise prices, benefiting from AI server applications.
〈Taipei Textile Exhibition〉吳嘉昭: 南亞 and 南電 will do better next year than this year; higher-grade electronic materials will be in even shorter supply
Published ・ Source Taiwan | 鉅亨網
台塑集團 President 吳嘉昭 said today (7) that he is optimistic about the electronics outlook next year, with 南亞’s electronic materials business and 南電 expected to outperform this year amid strong demand for high-end materials. 南亞科 has no capacity available, so production is expected to remain steady; 台化 and 台塑 are mostly no longer selling their 南亞科 shares.
Facts
台塑集團 President 吳嘉昭 said he remains optimistic about the electronics-related outlook next year.
南亞’s electronic materials business and 南電 are both expected to do better next year than this year.
High-grade fiberglass yarn and fiberglass fabric are currently in very short supply.
台化 and 台塑 said in response to questions about selling their 南亞科 stakes that they mostly would no longer sell.
南亞’s advantage is that it has fiberglass yarn, fiberglass fabric, CCL, copper foil and epoxy resin all under one roof.
啟新生技 and 先進能 sign MOU to advance international alignment of regenerative medicine analysis technology
Published ・ Source Taiwan | 鉅亨網
啟新生技 and 先勁智能 signed an MOU, combining their cell analysis and clinical application capabilities to align with the U.S. NIST FCSC international standardization research. The partnership aims to establish consistent and comparable cell analysis capabilities and bring Taiwan’s regenerative medicine analysis technology into alignment with international standards.
Facts
啟新生技 and 先勁智能 signed a memorandum of understanding (MOU).
The two parties will align with the U.S. National Institute of Standards and Technology (NIST) Flow Cytometry Standards Consortium (FCSC) international standardization research.
啟新 will combine resources in cell culture, process development and quality testing, among other areas.
先勁智能 uses biomedical data analysis, artificial intelligence and clinical application capabilities.
Research and medical institutions currently lack common analytical methods and benchmarks for comparison.
Inflation and geopolitical risks intensify; India’s central bank raises rates for the first time in nearly 4 years
Published ・ Source Taiwan | 鉅亨網
India’s central bank announced on July 7, 2023, its first rate hike in nearly 4 years, raising rates by 25 basis points to 5.50% and shifting its policy stance from neutral to “cautiously tightening” to address rising inflation and geopolitical risks.
The committee voted 4-2 to shift its policy stance from “neutral” to “cautiously tightening.”
India’s central bank raised its CPI inflation forecast for fiscal 2026-27 from 5.0% to 5.2%.
India’s central bank sharply raised its GDP growth forecast for the fiscal year from 6.7% to 7.1%.
India’s central bank governor Malhotra said a rate cut is no longer possible in the near term, and future policy moves will be limited to raising rates or pausing rate hikes.
China’s “artificial sun” moves beyond the lab: core components enter mass production as power generation demonstration targeted around 2030
Published ・ Source Taiwan | 鉅亨網
China is accelerating controlled nuclear fusion development. The BEST site has opened and installation of core equipment has begun, with a power generation demonstration planned for 2030. Meanwhile, domestically made superconducting magnet components have entered mass production and been delivered, while private company 新奧集團 has also achieved a hydrogen-boron fusion reaction, marking the industry’s shift from experimental research toward engineering demonstrations and commercial exploration.
Facts
The BEST project site was officially handed over and opened on the eve of the National Day holiday, with construction efforts shifting to installation of core equipment.
The BEST project aims to complete overall construction by the end of 2027 and conduct a power generation demonstration around 2030.
二重裝備, a subsidiary of 國機重裝, has shipped 8 BEST toroidal field coil cases it developed.
新奧集團’s “Xuanlong-50U” achieved a hydrogen-boron fusion reaction, reaching its end-of-2026 target ahead of schedule.
新奧集團 has begun work on its next-generation spherical tokamak, “Helong-2,” with the goal of generating power through hydrogen-boron fusion in 2030.
French 2027 presidential election warm-up: Le Pen proposes 30 billion euros in tax cuts and 140 billion euros in spending cuts
Published ・ Source Taiwan | 鉅亨網
National Rally leader Le Pen unveiled her 2027 election platform on October 6, pledging major tax cuts and spending reductions to improve the fiscal situation and reshape government operations.
Facts
Le Pen pledged net spending cuts of 1,400億 euros by 2032 compared with 2026.
National Rally pledged net tax cuts of 30 billion euros during its 5-year term.
Le Pen wants to reduce France’s annual net contribution to the EU budget to 5 billion euros.
National Rally proposed a plan for 16 billion euros in additional spending.
Le Pen argues that pension system reform could save 15 billion to 20 billion euros over the long term.
The alternative budget proposed by Bayrou includes 71.6 billion euros in spending cuts.
Le Pen wants to enshrine a “fiscal golden rule” in the constitution through a referendum.
Google unveils open-source native multimodal embedding model EmbeddingGemma 2 and next-generation Gemini 4 Argon
Published ・ Source Taiwan | 鉅亨網
Google unveiled its open-source native multimodal embedding model EmbeddingGemma 2 and flagship language model Gemini 4 Argon on Tuesday. The former is the first multimodal embedding model licensed under Apache 2.0, while the latter has an output limit of 1 million tokens.
Facts
Google unveiled EmbeddingGemma 2, its first open-source native multimodal embedding model licensed under Apache 2.0.
EmbeddingGemma 2 has 740 million total parameters (740M), including a 270 million-parameter text backbone, a 170 million-parameter vision encoder and a 300 million-parameter audio encoder.
When running on the Pixel 11 Pro, EmbeddingGemma 2 requires only about 191 MB of active memory in text-only mode and about 567 MB in the full multimodal version.
EmbeddingGemma 2’s context window has been expanded to 8,000 tokens, allowing it to process 5.5 minutes of audio, 29 images or 58 video frames.
Gemini 4 Argon has a per-request output limit of 1 million tokens, up from 64,000 tokens for the previous model.
Gemini 4 Argon outperformed OpenAI GPT-6 Astra and Anthropic Claude Opus 5.5 in 12 of 18 performance evaluations.
At launch, Gemini 4 Argon is being offered at promotional prices of $2 per million input tokens and $10 per million output tokens; prices will later rise to $4 and $20.
Micron has signed 26 strategic customer agreements, covering more than 35% of projected revenue through 2030.
Micron’s revenue surged to $133.2 billion in fiscal 2026, with adjusted free cash flow reaching $62.3 billion.
摩根大通 rated Micron overweight, with a price target of $1,540.
The amount committed by Micron’s customers, including cash deposits, rose to $32 billion, while remaining performance obligations reached $150 billion.
摩根大通 estimates a memory industry supply shortfall of about 19% in 2027.
Micron’s current share buyback program is worth $2.2 billion, but its authorization is expected to increase substantially.
Easing the memory shortage! 超微’s Lisa Su meets Samsung’s Jun Young-hyun to shore up supply chain
Published ・ Source Taiwan | 鉅亨網
超微 CEO Lisa Su traveled to South Korea to meet with Samsung to address memory shortages, and confirmed cooperation with 台積電 and 鴻海 to boost capacity and secure supplies of AI chips in 2027.
Facts
超微 reached a supply agreement with 三星電子 in March this year, under which Samsung will supply next-generation HBM and advanced memory chips.
South Korea’s 三星電子 and its peer SK海力士 are investing a total of $880 billion in digital infrastructure for the AI era.
超微 plans to increase chip supplies in 2027 to meet continued growth in demand for AI applications.
Lisa Su has already met with 鴻海 in Taipei and plans to hold talks with 台積電.
兆捷科技 (6959): Company announcement on leasing land in the Ciaotou Science Park from the Southern Taiwan Science Park Bureau and acquiring right-of-use assets
Published ・ Source Taiwan | 公開資訊觀測站
兆捷科技 announced that it is leasing land in the Ciaotou Science Park from the Southern Taiwan Science Park Bureau. The leased area is about 8,532.22 ping, with monthly rent of NT$811,199, excluding tax, and a lease term from November 1, year 115 of the Republic of China calendar, to February 29, year 133.
和暢科技 (6825): Company announcement on the payment period for cash capital increase subscriptions and provisional underwriting price ahead of its initial TPEx listing
Published ・ Source Taiwan | 公開資訊觀測站
和暢科技 (6825) announced the payment period for subscriptions to its cash capital increase and the provisional underwriting price ahead of its initial TPEx listing. It will issue 5,246,000 shares with a par value of NT$10 per share, for a total of NT$52,460,000. The provisional floor price for the competitive auction is NT$20, and the provisional public subscription price is NT$25. The proceeds are intended to strengthen working capital.
Facts
5,246,000 common shares
Par value of NT$10 per share
Total of NT$52,460,000
15% of the capital increase shares reserved
786,000 shares allocated for employee subscriptions
The remaining 4,460,000 shares
The 30 business days on which trades were recorded on the Emerging Stock Market
Original簡單算術平均數之七成為其上限
Provisionally set at NT$20 per share
The upper limit is 1.25 times the minimum underwriting price
The issue price is provisionally set at a premium of NT$25 per share
中光電投控 (3718)：Announcement on behalf of an important subsidiary and a company accounting for more than 2% of the Company's net worth: Changes in representatives of corporate directors and natural-person directors
Published ・ Source Taiwan | 公開資訊觀測站
中光電投控 (3718) announced that, following the retirement of natural-person director 林惠姿 and several representatives of corporate directors, newly appointed 王思克 will succeed as chairman of 中強光電(股)公司. The change involves at least one-third of the directors.
Facts
115/10/07
Companies mentioned：中光電投控、Visicorp Limited、Wisdom Success Limited、Young Lighting Limited、Tecpoint Limited、Great Pride Inc.、Coretronic (BVI) Investment Corp.、Sinolink Global Limited、Greendale Investments Limited、Mat Limited、中強光電(股)公司
兆捷科技 (6959)：Announcement of the board's resolution to issue new shares through a cash capital increase before initial listing
Published ・ Source Taiwan | 公開資訊觀測站
兆捷科技 (6959) announced that its board resolved to conduct a cash capital increase before initial listing, issuing 6,026,000 common shares for a total of NT$693 million to supplement working capital.
威剛 (3260)：Announcement of a call for payment of subscriptions for the Company's cash capital increase in year 115
Published ・ Source Taiwan | 公開資訊觀測站
威剛科技股份有限公司 announced a call for payment of subscriptions for its cash capital increase in year 115, urging shareholders and employees who have not yet paid to complete payment within the designated period. Those who fail to do so by the deadline will forfeit their subscription rights.
Facts
Deadline: October 07, 115
The payment call period runs from October 08, 115, through 15:30 on November 09, 115.
碩禾 (3691)：Announcement of adjustment to the number of shares issued in subsidiary 禾迅綠電(股)公司's year 115 cash capital increase and extension of the payment period for designated persons, along with a compensation plan
Published ・ Source Taiwan | 公開資訊觀測站
碩禾電子材料股份有限公司 announced that its subsidiary 禾迅綠電 adjusted the number of shares to be issued in its year 115 cash capital increase from 6,250,000 to 2,250,000, extended the payment period for designated persons, and offered a share repurchase compensation plan to investors who had already paid.
穩懋 (3105)：Announcement of the Company's 2026 third-quarter online investor conference
Published ・ Source Taiwan | 公開資訊觀測站
穩懋 (3105) announced that it will hold a 2026 third-quarter online investor conference at 14:00 on October 23, 115, to discuss its business operations via livestream.
宏羚 (7885)：Announcement that cumulative disposals of the same marketable security within one year have reached 20% of paid-in capital (supplement to the September 23, 115 announcement on disposal gain or loss as of the disposal benchmark date)
Published ・ Source Taiwan | 公開資訊觀測站
宏羚 announced that cumulative disposals of the same marketable security within one year had reached 20% of paid-in capital. The security was common stock of 佳能國際, with total transaction proceeds of NT$96,390,000 and a disposal gain of NT$1,494 thousand.
Facts
Sale of 5,400,000 shares
Price per share: NT$17.85
Total transaction proceeds: NT$96,390,000
Disposal gain: NT$1,494 thousand
Ratio to total assets: 9.03%
Ratio to equity attributable to owners of the parent: 21.52%
鼎晉生技 (7876)：Announcement of matters relating to the record date for subscription to the Company's cash capital increase, including the subscription ratio for existing shareholders and the banks handling collection and safekeeping of funds
Published ・ Source Taiwan | 公開資訊觀測站
鼎晉生技 announced details of its cash capital increase, including the issuance of 15 million common shares at a subscription price of NT$40 per share, as well as the subscription ratio for existing shareholders, payment period, and collection bank.
Facts
15,000,000 common shares
Par value per share: NT$10
Total par value: NT$150,000,000
NT$40 per share
Employee subscription shares: 2,250,000
85% of the total number of new shares issued
A total of 12,750,000 shares
Each thousand shares may subscribe to 118.05774181 shares
宏遠證券 announced its self-calculated consolidated profit and loss for September 115, reporting after-tax net income of NT$259 million for the month and cumulative after-tax net income of NT$1.651 billion through the end of September.
Facts
Original九月份稅前淨(損)益:283,288仟元
Original累計至九月底稅前淨(損)益:1,824,155仟元
Original九月份稅後淨(損)益:259,124仟元
Original累計至九月底稅後淨(損)益:1,651,169仟元
After-tax earnings (loss) per share for September: NT$0.62
Cumulative after-tax earnings (loss) per share through the end of September: NT$4.13
鋒魁科技 (7530)：Announcement of the elected candidates in the by-election of directors at the Company's second extraordinary shareholders' meeting in year 115
Published ・ Source Taiwan | 公開資訊觀測站
鋒魁科技 (7530) announced the elected candidates in the by-election of directors at its second extraordinary shareholders' meeting in year 115. 林益盛, representative of 廣毅國際工程有限公司, and 唐世豪 were elected as directors, effective 115/10/07.
鋒魁科技 (7530)：Announcement that the Company's second extraordinary shareholders' meeting in year 115 approved lifting the non-compete restrictions on newly elected directors and their representatives
Published ・ Source Taiwan | 公開資訊觀測站
鋒魁科技 (7530) announced that its second extraordinary shareholders' meeting in year 115 approved lifting the non-compete restrictions on newly elected directors 林益盛 and 唐世豪 for the period from 115/10/07 to 116/05/27.
鋒魁科技 (7530)：Announcement of key resolutions of the Company's second extraordinary shareholders' meeting in year 115
Published ・ Source Taiwan | 公開資訊觀測站
鋒魁科技 (7530) announced resolutions passed at its second extraordinary shareholders' meeting in year 115, including a report on accumulated losses reaching one-half of paid-in capital, the election of 林益盛 and 唐世豪 as the two general directors of the seventh board, and the lifting of non-compete restrictions on the newly elected directors.
禾迅綠電 (7897)：Announcement of matters relating to adjustment of the number of shares issued in the Company's year 115 cash capital increase, approved by the competent authority, and extension of the payment period for designated persons
Published ・ Source Taiwan | 公開資訊觀測站
禾迅綠電 announced that it had adjusted the number of shares to be issued in its year 115 cash capital increase from 6,250,000 to 2,250,000, revising the total fundraising amount to NT$60,750,000, and extended the payment period for designated persons through November 6, 115. It also offered a share repurchase compensation plan to investors who had already paid.
三圓(4416)：Announcement explaining repayment at maturity of the Company's convertible corporate bonds
Published ・ Source Taiwan | 公開資訊觀測站
三圓建設 announced that its third domestic secured convertible corporate bonds were put back under the redemption right on September 30, 115, and repayment was completed, including NT$953 million and interest, so there are no repayment concerns.
Facts
The company issued its third domestic secured convertible corporate bonds, with a face value of $955,900,000
As of 115/09/30, put options had been exercised for $953,200,000 of the company’s convertible corporate bonds
通用幹細胞* (7607)：Announcement of the board's resolution to convene the Company's second extraordinary shareholders' meeting in year 115 (correction)
Published ・ Source Taiwan | 公開資訊觀測站
通用幹細胞* (7607) announced that its board resolved to convene the second extraordinary shareholders' meeting on November 6, 115. The main agenda includes reporting on the implementation of the private placement in year 114 and a proposed capital reduction to cover losses.
翰可能源 (7859)：Announcement that the Company has signed a business cooperation memorandum with 台塑新智能科技股份有限公司
Published ・ Source Taiwan | 公開資訊觀測站
翰可能源 (7859) announced that it had signed a business cooperation memorandum with 台塑新智能科技股份有限公司, with plans to combine strengths to jointly expand in the U.S. energy storage market. Total development capacity is expected to be approximately 2.5 GWh.
旭然 (4556): The company's securities have repeatedly met the criteria for announcing trading information requiring investor attention in recent days; relevant information is disclosed to help investors make informed distinctions
Published ・ Source Taiwan | 公開資訊觀測站
旭然 (4556) announced that its securities have repeatedly met the criteria for announcing trading information requiring investor attention in recent days, and disclosed financial and business information for August 115, the second quarter, and the cumulative total for the most recent 4 quarters.
Facts
Operating revenue (NT$ million) 64
Pretax net profit (NT$ million) 9
Net profit attributable to the parent company (NT$ million) 7
Earnings per share (NT$) 0.17
Year-over-year change ... 18.73%
Year-over-year change ... 413.27%
Operating revenue (NT$ million) 175
Pretax net profit (NT$ million) 13
Net profit attributable to the parent company (NT$ million) 10
Earnings per share (NT$) 0.24
Operating revenue (NT$ million) 700
Pretax net profit (NT$ million) 62
Net profit attributable to the parent company (NT$ million) 45
安葆 (7792): Subsidiary FU Energy Corp announces warehouse purchase
Published ・ Source Taiwan | 公開資訊觀測站
安葆 (7792) announced that its subsidiary FU Energy Corp received board approval on October 7, ROC year 115, to purchase a warehouse in Phoenix, Arizona, United States, from ICU INDUSTRIES INC. for a total price of US$4,875,000 (approximately NT$155 million). The warehouse has an area of approximately 14,649 square feet and will be used for future capacity expansion.
Facts
Total transaction amount: US$4,875,000
Approximately NT$155,268,750
Building area: approximately 14,649 square feet
Approximately 411.68 ping
Approximately US$332.79 per square foot
Appraised value: US$5,000,000
Companies mentioned：安葆、FU Energy Corp、Fu Energy、ICU INDUSTRIES INC.、Sun Point Appraisals、DA FA REALTY & INVESTMENTS, LLC
安葆 (7792): Tainan second factory and office building construction project (supplement to announcement dated 114/12/30)
Published ・ Source Taiwan | 公開資訊觀測站
安葆 (7792) announced a project to build a second factory and office building in Tainan through a land lease and commissioned construction arrangement. The total contract amount is capped at NT$200 million, the land counterparty is 德化堂財團法人, and the construction work will be carried out by 中基營造 and others.
紘通 (5271): Announcement of change in head of internal audit (amended)
Published ・ Source Taiwan | 公開資訊觀測站
紘通 (5271) announced that its head of internal audit, 張昱承, resigned on 115/10/07, with the resignation effective 115/10/20. 黃玟瑄, deputy manager of the Administration Department, will temporarily assume the duties.
安成生技 (6610) issued a clarification regarding a report by 經濟日報, saying that media claims about a U.S. drug approval application, licensing deals, and the IPO timeline were market speculation. It reminded investors to refer to announcements on the Market Observation Post System.
視航生醫 (7759) issued a clarification regarding a 三立新聞網 report on the progress of its phase 2 clinical trial for a pediatric myopia drug and the unblinding of data in 2027, emphasizing that the actual timeline and details should be based on announcements on the Market Observation Post System.
Facts
85% of the trial completed
Aiming to unblind the data in the first quarter of 2027
御嵿國際股份有限公司 clarified media reports, stating that the company has not prepared financial forecasts or released information to the public. Financial and business information should be based on data published on the Market Observation Post System.
Facts
Date of occurrence: 115/10/07
Revenue forecast to exceed NT$1.4 billion this year
Plans to open locations for 3 brands in Kaohsiung's Asia New Bay Area next year
Optimistic that revenue could reach NT$1.6 billion next year
Prosecutors concluded their investigation into the surveillance of Shen Po-yang's home and indicted 4 private investigators, including 鄭永津, for violating the Personal Data Protection Act. They asked the court to sentence the principal defendant, 鄭, to 1 year and 6 months in prison, and issued warrants for 2 Hong Kong funders.
Channels at Taitung's Dawu and Changbin fishing ports frequently silting up; fishermen call for central and local governments to work together on a solution
14-year-old junior high school student dies in fall in Taichung; parents question school's handling and say details raise concerns
Published ・ Source Taiwan | 公視新聞
A 14-year-old junior high school student died after falling in Taichung, and the parents questioned the school's notification and handling of the incident. The school said it asked the student to explain after security footage showed the student returning to the classroom alone. 台中市教育局 has launched an investigation and formed a task force. Separately, a female elementary school teacher was found dead in a restroom in Fengyuan District; foul play has been preliminarily ruled out.
Buy TISA funds and get a tax exemption of up to NT$24,000? 財政部 and 金管會: Discussions ongoing
Published ・ Source Taiwan | 公視新聞
金管會 and 財政部 have reached a consensus on tax incentives for TISA, Taiwan's Individual Investment Savings Account: account holders who buy funds may receive a tax exemption of up to NT$24,000. Discussions are ongoing.
艾杰旭 union says it may extend strike; Yunlin County Government pledges to mediate wage proposal with management
Published ・ Source Taiwan | 公視新聞
艾杰旭 union members petitioned outside 雲林縣政府 and held a strike over the lack of a general wage increase system for 25 years and the breakdown of negotiations. The action drew 500 participants; the strike will be extended if more than one-third of members vote in favor. 雲林縣政府 pledged to mediate and ask management to propose a wage increase.
Facts
The county government gets 0 points
The company has had no general wage increase system for 25 years
Take the existing 2028 bonus
Shift it to 2027 and pay it to us first
500 people took part in the strike
From the 5th to the 7th, a 3-day period
If more than one-third of members agree
The county government launched the relevant mechanism in June
Education groups urge more menstrual leave days, saying policy should reflect real menstrual experiences
Published ・ Source Taiwan | 公視新聞
Youth and education groups urged 教育部 to follow the spirit of the Convention on the Elimination of All Forms of Discrimination against Women and increase menstrual leave from the current 1 day per month to a more flexible standard, reflecting actual menstrual experiences and protecting students' right to education. 教育部 Deputy Minister Chu Chun-chang said he agreed the current policy should be more flexible and that relevant agencies would be invited to discuss adjustments.
Former 艾特先進 supervisor accused of profiting from “red money”; Lin Kuo-chang says he received no travel or meeting fees
Published ・ Source Taiwan | 公視新聞
The Kuomintang questioned Democratic Progressive Party Yilan County magistrate candidate Lin Kuo-chang over allegedly profiting while serving as a supervisor at 艾特／艾特先進／艾特先進半導體. Lin said he received no travel or meeting fees and had gathered evidence and was ready to file a lawsuit.
Preparing for National Day holiday travel: 高鐵 adds all-non-reserved trains, 台鐵 increases service
Published ・ Source Taiwan | 公視新聞
To meet travel demand over the National Day holiday, 高鐵 will add 8 trains with all non-reserved seating on October 8 and deploy more staff to manage crowds. Daily ridership is forecast at 290,000 to 330,000. The Ministry of Transportation and Communications has directed 台鐵 and 高鐵 to coordinate their response. 台鐵 will add local express services on the western line and 85 trains on the eastern line; EMU3000 services on the western line will suspend non-reserved seating and issue standing tickets instead.
Facts
Add 8 trains with all non-reserved seating
Add 8 trains on October 8
Original對號座的車票已經賣出8成
Ridership is expected to reach 290,000 to 330,000
Add 3 local express trains
About 2 hours and 10 minutes
Add 85 trains
A limited release of 200 standing tickets for sale