【台灣大】Announcement by subsidiary 台灣固網(股) of its acquisition of a right-of-use asset from 台灣大哥大(股)
Published ・ Source Taiwan | 臺灣證券交易所
台灣大 announced on 115年10月7日 that its subsidiary 台灣固網 acquired a right-of-use asset for an office in Taipei's Da'an District from its parent company 台灣大哥大. The monthly rent is approximately NT$610,000, and the lease term is 5 years.
Facts
The area involved in the transaction is 355.39 ping.
The monthly rent per ping is NT$1,725, including tax.
The total monthly rent is NT$613,048, including tax.
The recognized right-of-use asset amounts to NT$33,495,292.
【日月光投控】Announcement by subsidiary 台灣福雷電子(股) of its acquisition from 帆宣系統科技股份有限公司 of plant engineering works for business use
Published ・ Source Taiwan | 臺灣證券交易所
日月光投控 announced that its subsidiary 台灣福雷電子 acquired plant engineering works from 帆宣系統科技 for NT$569 million, for use in production and operations. The transaction was with an unrelated party.
Facts
Acquisition of plant engineering works for business use by the subsidiary 台灣福雷電子 from 帆宣系統科技股份有限公司
Original交易總金額為新台幣569,544仟元（未稅）
The transaction took place on 115年10月7日.
The counterparty, 帆宣系統科技股份有限公司, is not related to the company.
This transaction is not a related-party transaction
【日月光投控】Announcement by subsidiary 日月光半導體製造(股) Company of acquisition of plant engineering services for business use from 森川營造工程有限公司
Published ・ Source Taiwan | 臺灣證券交易所
A subsidiary under 日月光投控, 日月光半導體製造, announced on 115年10月7日 that it had commissioned 森川營造工程有限公司 to provide plant engineering works for a total of more than NT$330 million to meet production and operational needs.
Facts
Announcement by 日月光半導體製造(股) of its acquisition from 森川營造工程有限公司 of plant engineering works for business use
Original本次交易累計總金額為新台幣333,907仟元（未稅）
The transaction took place from 114年12月5日 to 115年10月7日.
The transaction was decided through quotation comparison and negotiation.
【景岳】Announcement of the undertakings made when applying to transfer the company's stock listing from the OTC market to the listed market and their subsequent implementation
Published ・ Source Taiwan | 臺灣證券交易所
景岳生物科技 (3164) announced the implementation status of its undertakings for transferring its stock listing from the OTC market to the listed market. As of 115/9/30, there had been no instances of subsidiary financial statements audited and certified by another accountant.
Facts
景岳生物科技股份有限公司 announced on 115年10月7日 the undertakings it made when applying to transfer its stock listing from the OTC market to the listed market, and their subsequent implementation status.
景岳生物科技股份有限公司 undertakes that if the financial statements of any of its major subsidiaries are audited and certified by another accountant, the company's signing accountant must issue a report on the financial statements without referring to the other accountant's audit opinion.
As of 115年9月30日, 景岳生物科技股份有限公司 had no instances of the financial statements of its major subsidiaries being audited and certified by another accountant as described above.
The company code of 景岳生物科技股份有限公司 is 3164.
This announcement was made pursuant to the letter dated 99年1月8日 from 臺灣證券交易所股份有限公司, reference No. 臺證上字第0990000468號.
元大金控, through its subsidiary 元大證券(韓國), purchased the 4th private placement of exchangeable bonds issued by KG Eco Solution for KRW 1 billion on 115年10月7日, bringing its stake to 6.25%. The bonds are exchangeable for ordinary shares of KG Dongbu Steel.
Facts
Announcement by 元大金控, on behalf of 元大證券(韓國), of its acquisition of the 4th private placement of exchangeable bonds issued by KG Eco Solution Co., Ltd.
The total transaction amount is KRW 1 billion, for 100,000 units.
The stake represented by the exchangeable bonds acquired in this transaction is 6.25%.
The exchangeable bonds may be exchanged for ordinary shares of KG Dongbu Steel Co., Ltd. at KRW 6,872 per share.
The counterparty, KG Eco Solution Co., Ltd., is not a related party of the company.
【宏碁】Announcement by subsidiary 雲川興業股份有限公司 of its application to convert its Class A preferred shares in 振樺電子股份有限公司 into ordinary shares
Published ・ Source Taiwan | 臺灣證券交易所
宏碁, through its subsidiary 雲川公司, applied to convert its Class A preferred shares in 振樺電子 into ordinary shares. After the conversion, its stake will reach 29.20%, with no material impact on operations.
Facts
宏碁, on behalf of its subsidiary 雲川興業股份有限公司, applied to convert its Class A preferred shares in 振樺電子股份有限公司 into ordinary shares.
The conversion ratio is 1 ordinary share for each Class A preferred share, for a total conversion of 31,153,147 shares.
Original轉換後宏碁集團合計持有振樺電29.20%的股份。
The converted ordinary shares may be traded on the open market only after completion of the supplementary public offering procedure.
The conversion will have no material impact on the operations or management of 宏碁, 雲川公司 or 振樺電.
【瑞智】Announcement on the board resolution regarding the 2025 profit distribution plan of important subsidiary 瑞智(青島)精密機電有限公司
Published ・ Source Taiwan | 臺灣證券交易所
瑞智（4532）announced that its important subsidiary 瑞智(青島)精密機電有限公司 resolved on Oct. 7, 115 to distribute profits for 2025, paying dividends of RMB 80 million.
Facts
The status of 瑞智(青島)精密機電有限公司 as an important subsidiary was confirmed in an announcement by its parent company, 瑞智.
【德淵】As the Company's securities met the criteria for the release of trading information alerts on the centralized market, it is announcing relevant material financial and business information to help investors distinguish and understand the information.
Published ・ Source Taiwan | 臺灣證券交易所
德淵（4720）released its financial data for August 115 after triggering the criteria for a trading information alert on the centralized market. Revenue for the month reached NT$357 million, up 25% year on year, but profit indicators, including pre-tax net profit and net profit attributable to the parent company, both posted negative growth. Earnings per share fell to NT$0.07.
【瑞智】The Company's unaudited consolidated revenue for September 115
Published ・ Source Taiwan | 臺灣證券交易所
瑞智精密 reported its unaudited consolidated revenue for September 115 and the 1-9 months of the year. Both monthly revenue and sales volume grew, while cumulative revenue also posted positive growth, reflecting stable operating performance.
Facts
瑞智精密's unaudited consolidated net sales volume at overseas plants in September 115 was 1.4283 million units.
瑞智精密's unaudited consolidated net sales volume at overseas plants in September 115 increased by about 3.14% year on year.
瑞智精密's cumulative consolidated net sales volume for the 1-9 months was about 18.0036 million units.
瑞智精密's cumulative consolidated net sales volume for the 1-9 months increased by about 4.84% year on year.
瑞智精密's unaudited consolidated operating revenue at overseas plants in September 115 was about 1.455 billion.
瑞智精密's unaudited consolidated operating revenue at overseas plants in September 115 increased by about 21.77% year on year.
瑞智精密's cumulative consolidated net revenue for the 1-9 months was about 16.984 billion.
瑞智精密's cumulative consolidated net revenue for the 1-9 months increased by about 5.99% year on year.
[全新] The company's securities met the criteria for the release of trading information on the centralized market, so it is disclosing material financial and business information to help investors make informed distinctions.
Published ・ Source Taiwan | 臺灣證券交易所
全新（2455）released its financial data for August 115 and the 2nd quarter as required by law after its share price or trading activity met the criteria for a trading information alert. August revenue was 470.9 million, up 71.16% year on year, and pre-tax net profit was 169.76 million, up 332.84%, indicating significant growth in operations and profitability.
Facts
全新's cumulative operating revenue for the latest four quarters (from the 3rd quarter of 114 through the 2nd quarter of 115) was 3,797.08 million.
全新's cumulative pre-tax net profit for the latest four quarters (from the 3rd quarter of 114 through the 2nd quarter of 115) was 926.62 million.
全新's cumulative earnings per share for the latest four quarters (from the 3rd quarter of 114 through the 2nd quarter of 115) were NT$4.13.
[日月光投控] On behalf of subsidiary 矽品精密工業(股)公司, announces acquisition of facility engineering
Published ・ Source Taiwan | 臺灣證券交易所
Siliconware Precision Industries, a subsidiary of 日月光投控, announced that it had obtained a plant engineering contract from 聯純科技 valued at NT$728 million for production operations. The contract is an ordinary commercial transaction.
Facts
日月光投控, on behalf of its subsidiary 矽品精密工業(股)公司, announces acquisition of facility engineering
The counterparty to the contract is 聯純科技股份有限公司, which is not related to the company.
The contract period is from Oct. 6, 115 to Dec. 31, 118.
This transaction is not a related-party transaction
【眾達-KY】Announcement on the board resolution regarding a cash capital increase by important subsidiary PCL TECHNOLOGIES TRADING, INC.
Published ・ Source Taiwan | 臺灣證券交易所
眾達-KY's important subsidiary PCL TECHNOLOGIES TRADING, INC. resolved on 115/10/07 to conduct a US$26,000,000 cash capital increase, issuing 26,000,000 shares. The funds will be used to increase the capital of its Malaysian sub-subsidiary.
Facts
眾達-KY announced that its important subsidiary PCL TECHNOLOGIES TRADING, INC. had resolved to conduct a cash capital increase.
The total amount of this capital increase is US$26,000,000, with 26,000,000 shares to be issued.
The capital increase will be funded by a cash offering, and the proceeds will be used to increase the capital of a Malaysian sub-subsidiary.
The par value and issue price of each new share are both US$1.
There are no arrangements for employee subscriptions, public offering or subscriptions by existing shareholders in this capital increase.
Companies mentioned：眾達-KY、PCL TECHNOLOGIES TRADING, INC.
[日月光投控] On behalf of subsidiary 矽品精密工業(股)公司, announces acquisition of facility engineering
Published ・ Source Taiwan | 臺灣證券交易所
日月光投控 announced that its subsidiary Siliconware Precision Industries had obtained a plant engineering contract from 聖暉工程科技 valued at more than NT$1.4 billion for production operations. The counterparty is not a related party.
Facts
日月光投控 announced that its subsidiary 矽品精密工業(股) had obtained a plant engineering contract.
The total contract amount is NT$1,407,210,000.
The counterparty to the contract is 聖暉工程科技股份有限公司, which is not related to the company.
The contract period is from Oct. 5, 115 to Dec. 31, 118.
The specific purpose of the acquisition is for production and operational use.
This transaction is not a related-party transaction.
【日月光投控】Announcement that subsidiary 矽品精密工業(股)公司 obtained operating machinery and equipment worth ten hundred million
Published ・ Source Taiwan | 臺灣證券交易所
日月光投控 announced that its subsidiary Siliconware Precision Industries had acquired operating machinery and equipment valued at more than 1 billion. The counterparty is the non-related party Tazmo Co., Ltd.; the transaction was approved by the general manager and is for business use.
Facts
The total transaction amount for 日月光投控's subsidiary Siliconware Precision Industries to acquire operating machinery and equipment is NTD 1,038,309,351.
The operating machinery and equipment acquired in this transaction comprised 7 batches.
The average unit price for each batch of operating machinery and equipment was NTD 148,329,907.
The transaction took place from Jul. 15, 115 to Oct. 7, 115.
The transaction was decided through a price comparison or negotiation.
【春源】The Company will hold an investor conference on Oct. 08, 115.
Published ・ Source Taiwan | 臺灣證券交易所
春源（2010） announced that it will hold an investor conference at the Taiwan Stock Exchange at 2:30 p.m. on Oct. 8, 115, disclosing business and financial information.
Facts
The investor conference will be held at the Information Display Center on the 1F of 臺灣證券交易所.
The conference will mainly disclose business and financial information.
Detailed financial and business information is available through the Market Observation Post System.
【德律】Announcement of the Company's self-settled profit and loss through September 115
Published ・ Source Taiwan | 臺灣證券交易所
德律科技股份有限公司 released a material announcement on Oct. 7, 115, reporting its self-settled profit and loss through September of that year. After-tax net profit for the month reached NT$227 million, while cumulative net profit exceeded NT$2.5 billion, indicating stable operating performance. The figures have not been audited by an accountant.
Facts
德律科技股份有限公司 announced its self-settled profit and loss through September 115.
Original德律科技115年9月份當月稅後淨利為227,577仟元。
德律科技's after-tax earnings per share for September 115 were NT$0.96.
Original德律科技累計至115年9月份之稅後淨利為2,572,201仟元。
德律科技's cumulative after-tax earnings per share through September 115 were NT$10.89.
德律科技's reported profit and loss figures are self-settled and have not been audited or reviewed by an accountant.
廣達電腦 issued a statement clarifying an 東森新聞 report, denying that it had threatened to halt production for a customer. It also confirmed that September laptop shipments exceeded expectations and condemned the report for distorting the facts.
【宏正】Aten’s consolidated revenue for September 115 reached NT$513 million
Published ・ Source Taiwan | 臺灣證券交易所
宏正自動科技 (6277) reported consolidated revenue of NT$513 million for September 115, up 18.44% year over year. Cumulative revenue for the year was NT$4.099 billion, up 15.84%, mainly benefiting from strong growth in USB peripherals and the Americas market.
Facts
宏正’s consolidated revenue for September 115 rose 18.44% from the same period last year
宏正’s unaudited consolidated revenue for the full year 115 was NT$4.099 billion
宏正’s revenue from USB peripherals in September 115 rose 47.65% from the same period last year
宏正’s revenue in the Americas market in September 115 rose 30.65% from the same period last year
[百達-KY] Announces a dividend distribution resolution by major subsidiary BIGL Technologies (Thailand) Co., Ltd.
Published ・ Source Taiwan | 臺灣證券交易所
百達-KY (2236) announced on October 7, 115, that its material subsidiary BIGL Technologies (Thailand) Co., Ltd. had resolved at a board meeting to distribute a cash dividend of 84,701,030.40 baht. There are no other matters requiring disclosure.
Facts
百達-KY (company code 2236) announced a dividend distribution resolution by its material subsidiary BIGL Technologies (Thailand) Co., Ltd.
BIGL Technologies (Thailand) Co., Ltd. will distribute a cash dividend of 84,701,030.40 baht.
百達-KY’s company code is 2236.
This announcement complies with the provisions of Subparagraph 14.
【華新科】Announcement of the collecting bank and custody account bank for the company’s second domestic unsecured convertible bonds
Published ・ Source Taiwan | 臺灣證券交易所
華新科技股份有限公司 announced on October 7, 115, the collecting bank and custody account bank for its second domestic unsecured convertible bonds. 國泰世華銀行’s Dunhua Branch will handle the collection of proceeds, while the custody account will be held at 台新國際商業銀行’s Dunbei Branch. The arrangements were made in accordance with relevant securities regulations to govern the safekeeping and receipt and payment of bond issuance funds.
Facts
華新科技股份有限公司 announces the collecting bank and custody account bank for its second domestic unsecured convertible bonds
The collecting bank for 華新科’s second domestic unsecured convertible bonds is 國泰世華銀行’s Dunhua Branch
The custody account bank for 華新科’s second domestic unsecured convertible bonds is 台新國際商業銀行’s Dunbei Branch
This announcement by 華新科 was made pursuant to Article Nine, Paragraph One, Subparagraph Two of the Regulations Governing the Offering and Issuance of Securities by Securities Issuers
The date of the event underlying this material announcement by 華新科 was October 7, 115
【京元電子】Announcement of information regarding the company’s acquisition of machinery and equipment
Published ・ Source Taiwan | 臺灣證券交易所
京元電子 (2449) announced on October 7, 115, that, with the chairman’s approval, it had purchased 122 sets of machinery and equipment from non-related party Tokyo Electron Ltd. for more than NT$1.25 billion for production purposes.
Facts
京元電子 announced information regarding its acquisition of machinery and equipment on October 7, 115.
The counterparty to this transaction is TOKYO ELECTRON LIMITED, which is not a related party.
The transaction involved 122 sets.
The average price per unit was NT$10,246,450.
The total transaction amount was NT$1,250,066,900.
The decision-making level for this transaction was approval by the Chairman.
The machinery and equipment acquired will be used for production.
【聯電】Statement regarding the October 6, 115, report by 中時電子報
Published ・ Source Taiwan | 臺灣證券交易所
聯電 issued a statement on October 7 regarding speculation about its 2026 financial forecast in a report by 中時電子報 dated October 6, 115, saying it could not comment and directing investors to the Market Observation Post System for public information.
Facts
聯電 comments on the October 6, 115, report by 中時電子報
聯電 said it could not comment on speculative media reports
聯電 emphasized that its financial and business information should be based on announcements on the Market Observation Post System
聯電 said it would take no action in response to the report
【臺企銀】Announcement of the company’s unaudited consolidated earnings for September 115
Published ・ Source Taiwan | 臺灣證券交易所
臺灣企銀 announced its unaudited consolidated earnings for September 115, with monthly after-tax net income of NT$1.108 billion, cumulative after-tax net income of NT$11.454 billion, and net asset value per share of NT$15.22.
Facts
臺企銀’s consolidated pretax net income for September 115 was NT$1.446 billion
臺企銀’s consolidated after-tax net income for September 115 was NT$1.108 billion
臺企銀’s cumulative consolidated pretax net income was NT$13.884 billion
臺企銀’s cumulative consolidated after-tax net income was NT$11.454 billion
臺企銀’s cumulative consolidated earnings per share after tax were NT$1.10
臺企銀’s consolidated net asset value per share was NT$15.22
【東森】Announcement on behalf of subsidiary 東森國際租賃股份有限公司 of new loans to other parties amounting to at least 2% of net worth in the latest financial statements
Published ・ Source Taiwan | 臺灣證券交易所
東森 (2614) announced that its subsidiary 東森國際租賃 had extended a loan of NT$150 million to subsidiary 東森新媒體控股 for working capital, bringing the outstanding loan balance to 19.51% of net worth.
Facts
Original東森國際租賃股份有限公司新增資金貸與東森新媒體控股股份有限公司150,000仟元。
東森新媒體控股股份有限公司, the recipient of the loan, is a subsidiary in which 東森 directly and indirectly holds 90.25% of the voting rights.
The loan was made to meet working capital needs.
The loan carries an interest rate of 3.5% and is due for repayment on October 7, 116.
As of the date of the event, the outstanding loan balance was equivalent to 19.51% of the net worth in the latest financial statements of the public company.
【東森】Announcement on behalf of subsidiary 東森投資股份有限公司 of a new loan amounting to at least 2% of the latest financial statements' net worth
Published ・ Source Taiwan | 臺灣證券交易所
東森 announced on behalf of its subsidiary 東森投資 that it has extended an additional loan of NT$300 million to subsidiary 東森新媒體控股 for working capital needs. The cumulative balance accounts for 19.51% of net worth.
Facts
Original東森投資股份有限公司新增資金貸與東森新媒體控股股份有限公司300,000仟元。
東森新媒體控股股份有限公司 is a subsidiary in which 東森 directly and indirectly holds 90.25% of the voting rights.
The interest rate on this loan is 3.5%.
The loan repayment date is October 7, 116.
As of the date of the event, the outstanding loan balance was equivalent to 19.51% of the net worth in the latest financial statements of the public company.
喬福 (1540) held an investor conference at the Taipei Exchange on October 15, 115, to discuss its recent financial condition.
Facts
喬福 (company code 1540) held an investor conference on October 15, 115.
Original法人說明會於14時00分開始舉行。
The investor conference was held at the Information Center of the Taiwan Stock Exchange, 1F, No. 7, Section 5, Xinyi Road, Xinyi District, Taipei City.
The focus of the investor conference was to discuss the company's recent financial condition.
Detailed financial and business information is available through the Market Observation Post System.
【LINEPAY】Announcement that the board of directors approved the appointment of the head of internal audit
Published ・ Source Taiwan | 臺灣證券交易所
LINEPAY (7722) announced that the board of directors approved the appointment of 曾雯渝, formerly a senior manager in the audit department at 勤業眾信, as the new head of internal audit on 115/10/7, effective immediately.
Facts
LINEPAY, company code 7722, announced on October 7, 115, that its board of directors had approved the appointment of the head of internal audit.
LINEPAY's new head of internal audit is 曾雯渝.
曾雯渝 previously worked as a senior manager in the audit department at 勤業眾信聯合會計師事務所.
The date of the change in the appointment of the head of internal audit was October 7, 115.
【高力】Announcement that the company has received full payment for its 第五 domestic unsecured convertible bonds
Published ・ Source Taiwan | 臺灣證券交易所
高力熱處理工業股份有限公司 announced on October 7, 115, that it had received full payment for its 第五 domestic unsecured convertible bonds, totaling NT$2.5375 billion, and that the funds had been deposited into a designated account.
Facts
高力熱處理工業股份有限公司 issued the 第五 domestic unsecured convertible bonds.
The total subscription proceeds for the bonds were NT$2,537,500,000.
The date of the completion of the bond fundraising was October 7, 115.
The full bond proceeds have been remitted to the deposit account at the designated bank.
This announcement was made pursuant to Article 第九條第一項第二款 of the Regulations Governing the Offering and Issuance of Securities by Securities Issuers.
【統懋】Announcement pursuant to Article 22, Paragraph 1, Subparagraphs 2 and 3 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies
【統懋】Announcement made pursuant to Article 22, Paragraph 1, Subparagraph 1 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies
【興勤】Announcement of the company's self-reported consolidated operating revenue for September 115
Published ・ Source Taiwan | 臺灣證券交易所
興勤電子 announced record revenue for September 115, with significant double-digit growth in both monthly and cumulative revenue, indicating strong business expansion momentum.
Facts
Original本公司115年09月份自結合併營業收入為新台幣1,008,842仟元
The company's self-reported consolidated operating revenue for September 115 increased 41.61% from the same period last year
Original115年01-09月份累計自結合併營業收入為新台幣7,687,954仟元
Cumulative self-reported consolidated operating revenue for January–September 115 increased 29.29% from the same period last year
【群益證】Announcement of the company's consolidated self-settled profit and loss for September 115
Published ・ Source Taiwan | 臺灣證券交易所
群益金鼎證券股份有限公司 announced its consolidated profit and loss for September and January–September 115. After-tax net profit for September was NT$670 million, while cumulative after-tax net profit exceeded NT$10.4 billion, indicating steady operating performance.
Facts
Original群益證115年9月份稅前淨利為903,069仟元
Original群益證115年9月份稅後淨利為672,566仟元
Original群益證1至9月份累計稅前淨利為12,311,862仟元
Original群益證1至9月份累計稅後淨利為10,483,884仟元
群益證's pre-tax earnings per share for September 115 were NT$0.33
群益證's after-tax earnings per share for September 115 were NT$0.25
群益證's cumulative pre-tax earnings per share for January to September were NT$4.61
群益證's cumulative after-tax earnings per share for January to September were NT$3.99
【統懋】 announces a change of auditor due to internal rotation at the accounting firm
Published ・ Source Taiwan | 臺灣證券交易所
統懋（2434）announced that it would change its auditor starting in the third quarter of 115 due to internal rotation at 安永聯合會計師事務所. The incoming auditors are 洪福讚 and 姚世傑.
Facts
統懋 announced a change of auditor due to internal rotation at the accounting firm.
The outgoing signing auditors were 姚世傑 and 邱琬茹.
The change was due to an internal adjustment at 安永聯合會計師事務所.
The signing auditor will be changed starting with the financial statements for the third quarter of 115.
【鉅祥】 announces its self-assessed consolidated revenue for September 115
Published ・ Source Taiwan | 臺灣證券交易所
鉅祥企業 announced revenue of more than NT$1 billion for September 115, up more than half year on year. Revenue for the first 3 quarters also grew substantially, demonstrating strong operating momentum.
Facts
Original鉅祥企業115年9月合併營收為1,033,674仟元新台幣
鉅祥企業’s consolidated revenue for September 115 grew 53.76% from the same period last year.
鉅祥企業’s consolidated revenue for September 115 grew 8.72% from the previous month.
Original鉅祥企業115年1-9月累計合併營收為7,689,664仟元新台幣
鉅祥企業’s cumulative consolidated revenue for January-September 115 grew 41.54% from the same period last year.
【南僑】 issues statement on today’s Economic Daily News report
Published ・ Source Taiwan | 臺灣證券交易所
南僑投資控股 issued a clarification in response to media reports about its plans to expand investment in Thailand. The company said the expansion remains at the planning stage and requires a board resolution. It added that the revenue target reflects the chairman’s personal aspiration and urged investors to refer to information on the Market Observation Post System.
Facts
南僑投資控股股份有限公司 issued an announcement on October 7, 115, addressing an Economic Daily News report about increasing investment in Thailand.
The report said 泰國南僑 is targeting revenue of up to 4.5 billion baht this year (about NT$4.275 billion), and noted that its Thai plant has gradually become a growth engine for 南僑集團 overseas.
南僑 said in its announcement that the reported plan to continue increasing investment in Thailand remains at the planning stage. It will make an announcement in accordance with regulations after the board approves the plan.
Financial information about 泰國南僑’s revenue reflects the chairman’s personal aspirations regarding long-term industry trends and market potential.
[川湖] Clarification regarding the report on page A03 of the Economic Daily News.
Published ・ Source Taiwan | 臺灣證券交易所
川湖科技 issued a clarification in response to media reports forecasting its third-quarter profits, stressing that it had not provided financial forecasts and advising investors to refer to information on the Market Observation Post System.
Facts
川湖科技股份有限公司 issued a clarification concerning a report in the A03 section of the Economic Daily News.
川湖科技股份有限公司 did not provide financial forecasts or other such information.
川湖科技股份有限公司 said financial information should be verified against announcements on the Market Observation Post System.
The date of the event prompting this clarification was October 7, 115.
【台康生技】 submits an application to 歐盟藥品管理局(EMA) for marketing authorization of its EG1206A (Pertuzumab Biosimilar) 420-milligram liquid injection
Published ・ Source Taiwan | 臺灣證券交易所
台康生技 announced that it had submitted an application to EMA for marketing authorization of the EG1206A biosimilar, marking an important step toward bringing this HER2 breast cancer treatment to international markets.
Facts
台康生技 submitted an application to 歐盟藥品管理局(EMA) for marketing authorization of its EG1206A 420-milligram liquid injection.
EG1206A is a drug for treating early-stage and metastatic HER2 breast cancer.
台康生技 has received positive feedback from FDA and EMA on waiving a Phase 3 clinical trial for EG1206A.
台康生技 signed an agreement with Sandoz AG, under which Sandoz will handle global sales outside certain regions of Asia.
台康生技 could receive a total of US$152 million in upfront and milestone payments from its partnership on EG1206A.
台康生技 reached a settlement and patent licensing agreement with Genentech, Inc. and Hoffmann-La Roche, Inc., among others.
According to 羅氏大藥廠’s annual report for 114, global sales of Perjeta totaled CHF 2.968 billion.
盧倩儀’s view: Feminism once again reduced to a tool for war mobilization
Published ・ Source Taiwan | 風傳媒
The article criticizes 劉文 for distorting feminism into a tool for war mobilization. It also accuses the United States of manipulating the situation in Ukraine and public opinion in an attempt to apply a similar playbook to Taiwan for geopolitical ends.
Facts
Ukraine’s death rate is 3.55 times its birth rate.
In early August, the Ukrainian government received a petition calling for women without children to be conscripted.
A 2004 report by the UK’s The Guardian revealed that the U.S. National Endowment for Democracy was the幕后 force behind Ukraine’s Orange Revolution.
The Nazi SS took 27 million lives in the Soviet Union during World War II.
NATO announced in 2008 that Ukraine, which borders Russia, would become a member.
梁幼祥’s view: Abandon Taiwan? Doubts and speculation over the non-delivery of F-16Vs in 2023
Published ・ Source Taiwan | 風傳媒
梁幼祥, vice chairman of the 泛藍協會, questioned why the United States had not delivered F-16V fighter jets as agreed in 2023, saying only 2 had arrived and they lacked electronic warfare systems. The article alleges that Washington views Taiwan as expendable for strategic reasons and cites historical examples as a warning to pro-independence forces.
Facts
In 2019, Taiwan and the United States finalized a deal for 66 F-16V fighter jets, with deliveries originally scheduled to begin in 2023 after Taiwan completed payment.
Taiwan has paid NT$240 billion, but after years of delays, the United States has delivered only 2 F-16Vs, which arrived at Chihhang Air Base.
The delivered F-16V fighter jets are in breach of contract because they lack the built-in “Viper Shield” electronic warfare system.
In 2023, the U.S. Council on Foreign Relations (CFR) released a report that ranked increased Chinese pressure on Taiwan as the top “Tier 1 risk” posing a serious threat to U.S. interests.
The author is 梁幼祥, vice chairman of the 泛藍協會. 聚傳媒 authorized publication of this commentary.
Is it a concern if your belly keeps getting bigger after age 50? Study: Lack of “1 nutrient” sends risk of death soaring 123%
Published ・ Source Taiwan | 風傳媒
Researchers from Brazil and the UK found that adults over 50 with both abdominal obesity and vitamin D deficiency had a 123% increase in all-cause mortality risk. Based on data from the English Longitudinal Study of Ageing, the study suggests abdominal fat may affect vitamin D utilization and inflammatory and metabolic mechanisms.
Facts
People with both abdominal obesity and vitamin D deficiency had a 123% higher risk of all-cause mortality than those without abdominal obesity and with adequate vitamin D.
The study was conducted jointly by 巴西聖卡洛斯聯邦大學 and 英國倫敦大學學院 and published in the journal Diabetes, Obesity and Metabolism on May 6, 2026.
People with abdominal obesity but adequate vitamin D had a 47% increase in all-cause mortality risk.
Those without abdominal obesity but with insufficient vitamin D had a 91% increase in risk; those with a deficiency had an 81% increase.
The study used data from the UK’s English Longitudinal Study of Ageing (ELSA), tracking 5,520 adults over 50 for 6 years.
The study’s lead researcher, Tiago Silva Alexandre, is a professor in the Department of Gerontology at 聖卡洛斯聯邦大學.
A total of 419 people died during the follow-up period, accounting for 7.6% of all participants.
王義雄’s view: 賴清德 will not stop until he drains the hard-earned money of the Taiwanese people
Published ・ Source Taiwan | 風傳媒
王義雄’s commentary analyzes the strategic reality of Taiwan’s marginalization after the Xi-Trump meeting. It sharply criticizes President 賴清德 for raising military spending to 3.01% of GDP to feed the U.S. military-industrial complex, and lists seven major failures in his administration’s handling of cross-strait relations, constitutional governance and diplomacy.
Facts
The outcomes announced by both sides after the Trump-Xi meeting made no mention of Taiwan, revealing that the Taiwan issue had been left on a larger strategic chessboard.
Senate Democrats are pressing for the delivery of US$15 billion in security assistance, reflecting the interests of the military-industrial complex.
The 116年度 defense budget is set at NT$1.1225 trillion, or 3.01% of GDP.
Lai Ching-te advanced a two-state position in his inauguration speech, prompting mainland China to launch Joint Sword military exercises around Taiwan.
Japan and the Philippines have launched talks on delimiting their exclusive economic zones and continental shelves in waters east of Taiwan, infringing on Taiwan's sovereignty.
Hsu Wen-chung's Viewpoint: Cai Kang-yong's Wind and the Seeds of Parthenium
Published ・ Source Taiwan | 風傳媒
In an article, National Chi Nan University Associate Professor Hsu Wen-chung analyzes Cai Kang-yong's metaphor about wind and seeds, warning that democratic societies need to identify exclusionary concepts in political marketing, like Parthenium, and prevent public discussion from being monopolized by echo chambers.
Facts
Hsu Wen-chung holds a PhD in international business from the University of Leeds in the UK and a doctorate in industrial economics from the Chinese Academy of Social Sciences. He is an associate professor in the Department of International Business at National Chi Nan University and a researcher at the Taiwan Social Good Forum.
Parthenium has a strong allelopathic effect, secreting toxins from its roots and leaves into the soil to inhibit the germination and growth of nearby plants.
Cai Kang-yong once said: “The wind disappears after it blows, but the seeds it carries remain.”
Political marketing in recent years has favored creating brands and novel terms, combining impressive academic credentials, celebrity endorsements and social media support to build a sense of trust.
A single Parthenium plant can produce tens of thousands of tiny seeds, which have pappus hairs and are easily carried by the wind.
10/8 Morning News | 6 “hidden perks” for seniors aged 65 and over riding 高鐵 that many people don't know about; Cai Kang-yong targeted by Chinese military media, police provide security; National Day holiday rainfall forecast revealed
Published ・ Source Taiwan | 風傳媒
This article reports on National Day holiday information, including half-price fares for seniors aged 65 and over riding 高鐵 and free transfers to buses. In politics, it mentions Cai Kang-yong being warned by Chinese military media and the dispute over the drug policies of Chiang Wan-an and Shen Po-yang. It also covers weather forecasts, court rulings and personnel changes among professional baseball cheerleaders.
At most stations, passengers can transfer for free to 高鐵 shuttle buses by presenting a ticket valid for that day.
After host Cai Kang-yong attended the founding ceremony of Shen Po-yang's campaign headquarters, an account belonging to Chinese military media issued an unnamed warning against him.
In the second-instance ruling in the “silent phone calls” case brought by KMT Legislator Lo Chih-chiang against DPP Legislator Ker Chien-ming, the court ruled against Lo, and the decision is final.
Original台鋼雄鷹啦啦隊Wing Stars成員一粒等7人離隊。
On the first day of the National Day holiday (9日), there will be brief, localized showers north of Taoyuan and in Yilan. Conditions will turn dry and warmer from the 10th.
Statistics from the Kunming Prevention and Treatment Center show that about 600 people receive methadone treatment each year, with more than 490,000 treatment visits recorded over the past 3 years.
Hsia Yi-hsin's Viewpoint: From the “New Lai Faction” to an “Elected King”—Lai Ching-te's Concentration of Power and the Hollowing Out of Checks and Balances
Published ・ Source Taiwan | 風傳媒
Former National Security Council Secretary-General Su Chi criticized Lai Ching-te for excessively centralizing power after taking office, forming a “New Lai Faction” and hollowing out legislative checks and balances, raising concerns about a constitutional crisis.
Facts
At a seminar on September 12, former National Security Council Secretary-General Su Chi described Taiwan's system as an “elected monarchy.”
In the DPP's national party congress election, the New Tide faction won 9 seats on the Central Executive Committee and 3 seats on the Central Standing Committee, more than any other faction.
The Legislative Yuan rejected Hsu Hsi-hsiang's nomination for prosecutor-general on May 5, but Lai Ching-te still appointed him acting prosecutor-general from May 8.
Cho Jung-tai refused to countersign 8 bills passed by the Legislative Yuan in their third reading, sparking a dispute over constitutional powers.
The original 115年度 central government general budget included more than NT$3 trillion in expenditures. The Legislative Yuan cut NT$48 billion and froze NT$34.8 billion.
Huang Chao-chien's Viewpoint: The AI Boom Shows No Sign of Slowing—Anthropic Races to Go Public Before Thanksgiving as the Computing-Power Arms Race Enters a New Phase
Published ・ Source Taiwan | 風傳媒
Huang Chao-chien writes that AI investment has not cooled. Alphabet's 2026 capital expenditures could reach US$195 billion to US$205 billion, while Meta's 2026 capital spending on AI infrastructure could reach about US$145 billion. Anthropic has confidentially filed IPO documents and is reportedly seeking a valuation of up to US$2 trillion. The AI race has moved beyond models to computing power and infrastructure.
Facts
Alphabet raises its estimated 2026 capital expenditures to US$195 billion to US$205 billion
Meta plans to deploy about 7GW of computing infrastructure in 2026, increasing that to about 14GW in 2027
Meta's capital spending on AI infrastructure in 2026 could reach about US$145 billion
Anthropic has confidentially filed IPO documents with the U.S. Securities and Exchange Commission
Anthropic's AI infrastructure spending and long-term commitments over the next decade total at least US$518 billion, with about 八成 consisting of long-term commitments that cannot be canceled at will
OpenAI CEO Sam Altman clearly stated in September this year that OpenAI will not go public in 2026
OpenAI estimates that it could burn nearly US$278 billion in cash from 2026 to 2030
SoftBank completed the final stage of its US$30 billion investment in OpenAI in October this year
Opinion: Spend Money Where It Matters—Cash Handouts Should Not Become a Political Bidding Tool
Published ・ Source Taiwan | 風傳媒
A retired contributor criticizes the Taiwan government for treating cash handouts as a political bidding tool, arguing that this departs from fiscal discipline and does nothing to advance social justice. The contributor urges that resources be invested in long-term development.
Facts
Chen Kuo-liang, a professor in National Chengchi University's Department of Public Finance, bluntly called cash handouts the “cancer cells” of the national finances.
The late economist Kao Hsi-yun once said: “Wrong decisions are more frightening than corruption.”
Taiwan's public policy has moved from consumption vouchers and stimulus vouchers to cash handouts of 六千 yuan and 一萬元, and now a proposal for a handout of 兩萬元.
Equal cash handouts to everyone may seem fair, but in practice they do not advance genuine social justice.
Cash handouts can create a vicious cycle of political bidding, gradually turning democratic politics into an auction house for votes.
The author identifies themself at the end of the article as a retired person.
One important function of government is to address market failures through resource allocation and provide services such as public infrastructure, education and healthcare.
Li Xian's Top 10 Chinese Dramas Revealed! Blossoms in Adversity and Tientsin Mystic Didn't Take the Crown; the Winner's 8.8 Rating Remains Hard to Beat
Published ・ Source Taiwan | 風傳媒
This article compiles Douban ratings for mainland Chinese television and web dramas starring Li Xian, ranking his “Top 10 Chinese Dramas.” The top spot goes to Meet Yourself, starring Liu Yifei, with a rating of 8.8. In the Name of the Blossom ranks 4th, while Tientsin Mystic did not make the top 3.
Facts
The No. 1 title in Li Xian's Top 10 Chinese Dramas is Meet Yourself, starring Liu Yifei, with a Douban rating of 8.8.
The period drama In the Name of the Blossom ranks 4th on the list, with a Douban rating of 7.8.
Blossoms Shine in 2024, starring Li Xian and Ren Min, received a Douban rating of 6.7 and ranked 10th.
Li Xian played police captain Lin Tao in the 2016 suspense crime drama Medical Examiner Dr. Qin, which received a Douban rating of 7.0.
Will Love in Spring, which aired in 2024 and stars Li Xian and Zhou Yutong, features Li Xian as mortuary makeup artist Chen Maidong and received a Douban rating of 7.9.
Opinion: 400,000 Comments Can't Wash Away Policy Concerns—When “Ocean Currents” Hit the Anti-Drug Red Line
Published ・ Source Taiwan | 風傳媒
The Taipei mayoral race has heated up over drug policy, with Chiang Wan-an reiterating his anti-drug red line as accounts aligned with Shen Po-yang's camp flooded social media with attacks. The KMT alleges that Shen previously advocated distributing drug-use needles and took no action while in office, saying this will alienate moderate voters.
Facts
A Facebook post by Chiang Wan-an reaffirming that drugs must not enter schools or communities as a red line was flooded with between 100,000 and more than 400,000 comments.
KMT councilor Chang Szu-kang publicly released what he said was the code for bots apparently used to attack Chiang Wan-an's Facebook page.
Shen Po-yang previously advocated setting up community centers to provide drugs and clean needles to people who use drugs.
Methadone substitution therapy was introduced in 二〇〇五 and formalized under the Ma Ying-jeou administration.
During his 2 years as a legislator, Shen Po-yang has made zero inquiries and submitted zero proposals on drug prevention.
Wu Szu-chung's Viewpoint: Urging Lai Ching-te and Xi Jinping to Personally Attend to Mainland Chinese Taiwanese Businesspeople Who Have Been Victimized
Published ・ Source Taiwan | 風傳媒
Taiwanese businessperson Wu Szu-chung has issued a forceful appeal for leaders on both sides of the Taiwan Strait to pay attention to Taiwanese businesspeople who have been victimized. He says the Taiwan Affairs Office's disregard for their rights has caused investment confidence to collapse. Drawing on his own experience with litigation, he exposes injustice and corruption in the mainland Chinese justice system and questions the gap between official reports and realities on the ground.
In 1997, Wu Sizhong encountered the forced seizure of land belonging to 西陵北京合資公司 by Zhou Yongkang's corrupt faction, while judicial enforcement was obstructed.
Before 2016, under the Cross-Strait Investment Protection Agreement, the Coordination Bureau of the Taiwan Affairs Office sent representatives to Taiwan every three months to review Taiwanese business complaints case by case.
Wu Sizhong led 300 Taiwanese business leaders on a visit to mainland China in 1992 and presented Premier Li Peng with several proposals.
Wu Sizhong once lived alone in mainland China for 13 years to fight a legal battle against Zhou Yongkang's corrupt faction.
Chen Huasheng's View: The Truth About Hong Kong's K-Shaped Recovery
Published ・ Source Taiwan | 風傳媒
Hong Kong's economy showed signs of a strong recovery in the first half of 2026, with real GDP growth of 5.1%, driven mainly by AI exports, a rebound in tourism and robust financial activity. However, the recovery has been K-shaped, with grassroots service industries and traditional retail facing tough challenges, while pressure for structural transformation remains.
Facts
Hong Kong's real GDP growth rate was 5.1% in the first half of 2026.
Hong Kong's merchandise exports grew 39.1% year on year in the first half of 2026.
Hong Kong received 26.71 million visitors in the first half of 2026, up 13% year on year.
Hong Kong climbed to No. 2 in the global competitiveness rankings.
Hong Kong's total assets under management reached HK$42.2 trillion at the end of 2025.
Taiwan's exports to Hong Kong totaled US$51,363,430,000 from months 1 to 7 of 2026.
Taiwanese banks' combined profits in Hong Kong reached NT$25.12 billion in the first half of this year.
Opinion: Debunking the “510,000 yen” illusion—Why Mexican visitors lead the rankings, but Taiwanese visitors are the ones truly sustaining Japan's tourism industry
Published ・ Source Taiwan | 風傳媒
The article analyzes Japan Tourism Agency data and challenges the misconception that Mexican visitors' per-capita spending is inflated by long-haul airfares and lengthy stays. It argues that although Taiwanese visitors spend less per trip, their large numbers and frequent repeat visits effectively underpin the core revenue of Japan's tourism industry.
Facts
Japan's Consumption Trends Survey for Inbound Visitors found that Mexican visitors' per-capita spending exceeded 510,000 yen, putting them at the top among countries.
Taiwanese visitors ranked 21st, spending about 196,000 yen.
Mexican visitors stayed an average of 13.6 days.
Mexican visitors spent about 37,862 yen a day, ranking only third among countries.
Several million people from Taiwan travel to Japan each year.
Opinion: The Premier Has Not Drawn a Salary—What Does This Uphold, and What Does It Protect?
Published ・ Source Taiwan | 風傳媒
Executive Yuan President Cho Jung-tai said he had not received his salary after the Legislative Yuan froze it, sparking a constitutional dispute. The article reflects on how pursuing constitutional compliance in form while overlooking the purpose of institutions can blur the lines of responsibility.
Facts
Executive Yuan President Cho Jung-tai said during questioning at the Legislative Yuan on Oct. 2 that he had not yet received his September salary.
While reviewing the central government general budget for fiscal year 115, the Legislative Yuan passed a resolution to freeze the Executive Yuan president's salary from September through December.
The Executive Yuan says the compensation of political appointees is a legally mandated expenditure that cannot be cut or frozen.
Original立法院預算中心指出本次追加預算案約九成五資源集中於國防及經濟發展支出。
Article 164 of the Constitution stipulates that central government spending on education, science and culture must account for no less than 15% of the total budget.
Opinion: Ending bayonet training is not a carefully packaged disaster, but a colossal misunderstanding
Published ・ Source Taiwan | 風傳媒
A retired colonel and chairman of the Chinese Martial Arts Bayonet Combat Association responds to Defense Minister Wellington Koo's decision to end bayonet training. The author says the move may reflect rank-and-file soldiers' distaste for formulaic training, but is actually a misunderstanding. The author argues that bayonet training should be retained and shifted toward practical bayonet-versus-bayonet exercises to realize its multiple benefits.
Facts
Former National Security Bureau Director Li Xiangzhou criticized Defense Minister Wellington Koo's decision to end bayonet training, calling it a carefully packaged disaster.
The author says ending bayonet training is a colossal misunderstanding, because rank-and-file soldiers reject it because they see thrusting at the air as outdated, not because bayonet training itself is useless.
One key reason bayonet training has become formulaic and performative is that military academies lack protective gear, making bayonet-versus-bayonet exercises impossible.
Bayonet training offers high added value through its “five capabilities”: improving physical fitness, refining skills, boosting intelligence, strengthening mental resilience and unlocking potential.
The author says a common problem in military bayonet training is a gap in developing instructors among the cadre, while instructors themselves have only a superficial understanding and cannot learn through teaching.
A son's vomiting awakened a moment to discern procedural justice: Excerpt from Jerome A. Cohen's memoir East-West (1)
Published ・ Source Taiwan | 風傳媒
This excerpt from the memoir East-West by Yale law expert Jerome A. Cohen looks back at how he stopped writing his memoir in 1957 after his eldest son vomited, and mentions lessons from Justices Felix Frankfurter and Oliver Wendell Holmes, symbolizing what prompted him to resume writing in his later years.
Facts
Jerome A. Cohen began writing his first memoir in late January 1957.
A few weeks after Jerome A. Cohen's eldest son, Peter Lebold Cohen, was born, he vomited on and soiled the manuscript while Cohen was writing.
Justice Felix Frankfurter advised Jerome A. Cohen to spend at least fifteen minutes writing each day.
Oliver Wendell Holmes Jr. once offered a rule of thumb for identifying violations of due process.
Jerome A. Cohen decided to resume writing his memoir after his eldest son Peter turned sixty-six.
A 瑞穗證券 report says the rapid growth in AI agent use cases will significantly boost demand for server CPUs and drive demand for DRAM, NAND and server equipment.
By 2030, the market for CPUs dedicated to AI agents will reach $80 billion, with a CAGR of 123% over the next four years.
The total addressable market for server CPUs will grow to $209 billion by 2030, with a CAGR of 32%.
AI agent CPU demand will rise from the current 4% to 30% by 2030.
The price target for AMD was raised from $580 to $705, with its “Outperform” rating maintained.
戴爾's price target was raised from $600 to $650, with its “Outperform” rating maintained.
英特爾's price target was raised from $92 to $114, with its “Outperform” rating maintained.
閃迪's price target was raised from $1,875 to $2,050, with its “Outperform” rating maintained.
Super Micro's price target was raised from $35 to $43, with a “Neutral” rating.
瑞穗 maintained its “Outperform” rating and $325 price target on 輝達.
<Precious Metals Close> Dollar Gains, Treasury Yields Remain High; Gold Falls to Two-Month Low
Published ・ Source Taiwan | 鉅亨網
Spot gold fell to a two-month low on Wednesday amid a stronger dollar and elevated Treasury yields. Markets expect the Fed to keep rates high, while continued gold purchases by China's central bank provided support.
Facts
Spot gold fell 1.2% on Wednesday (the 7th) to $4,113.89 an ounce, touching its lowest level since Aug. 5.
The U.S. 10-year Treasury yield is at a more than 20-year high, weighing on gold prices.
According to the 芝商所 (CME) FedWatch tool, market pricing indicates an 85% probability of a Fed rate hike in December.
Official data from China's central bank showed it had increased its gold holdings for the 23rd consecutive month.
Trump Says Russian Plague Is Not Like a Bioweapon; Calls Putin Wednesday
Published ・ Source Taiwan | 鉅亨網
U.S. President Donald Trump said at the White House on the 7th that the United States did not believe the plague outbreak in Russia involved bioweapons, and planned to call Vladimir Putin on his birthday.
Facts
U.S. President Donald Trump said the United States believes the plague outbreak involving the deaths of Russian laboratory workers was not caused by bioweapons.
Trump plans to call Russian President Putin on Putin’s 74th birthday.
About 200 people in Russia’s Irkutsk region in eastern Siberia are under medical observation after suspected exposure to plague.
A female staff member at a local plague-control research institute fell ill and died.
2 days until the Nobel Peace Prize announcement: Trump says again, “I should win, but I’m not sure they’ll award it to me”
Published ・ Source Taiwan | 鉅亨網
On the eve of the announcement of the 2026 Nobel Peace Prize, U.S. President Trump publicly argued that he deserved the award for intervening in multiple international conflicts, but acknowledged the outcome was uncertain. Although he claims to have achieved results such as brokering a ceasefire between India and Pakistan, the actual status of most conflicts is in doubt, and experts assess his chances of winning as low.
Facts
Two days before the 2026 Nobel Peace Prize announcement, Trump said he believed he deserved the award but was unsure whether the committee would grant it.
The 2026 Nobel Peace Prize will be announced in Oslo, Norway, on October 9 local time.
Trump claims he has intervened in 8 conflicts since the start of his second term, citing this as grounds for winning the award.
The Democratic Republic of the Congo and Rwanda signed a U.S.-brokered peace agreement on June 27, 2025, but armed conflict continues.
There are 287 candidates for the 2026 Nobel Peace Prize, including 208 individuals and 79 organizations.
The Nobel Peace Prize laureate will receive a medal, a diploma and 12 million Swedish kronor.
Venezuelan opposition leader Maria Corina Machado gave her Nobel Peace Prize medal to Trump in January 2026.
New York FX: Dollar hits nearly 18-month high as Fed minutes indicate another rate hike may come this year
Published ・ Source Taiwan | 鉅亨網
The dollar strengthened on Wednesday, hitting a nearly 18-month high, mainly as Fed minutes hinted at another rate hike before year-end, while the euro and pound weakened amid European fiscal and political risks. Markets put the odds of rates remaining unchanged at the end of this month at 83%.
Facts
The dollar strengthened on Wednesday (the 7th), rising to a nearly 18-month high.
Minutes from the Federal Reserve (Fed) meeting showed that most FOMC officials thought another rate hike was possible before the end of this year.
Markets put the odds of rates remaining unchanged at the end of this month at nearly 83%.
The euro fell 0.6% to 1 euro against 1.1195 dollars.
The yield on U.K. 30-year government bonds rose to its highest level since January 1998.
France’s fiscal deficit is projected to reach 5.4% of gross domestic product (GDP) this year.
116%! AI capital spending surges, U.S. stocks’ Q3 earnings poised to grow more than 25% for 3 straight quarters, with 美光 and 輝達 accounting for more than one-third
Published ・ Source Taiwan | 鉅亨網
高盛 forecasts a 27% year-over-year increase in Q3 earnings for S&P 500 companies, marking more than 25% growth for 3 consecutive quarters. AI capital spending, up 116% year over year, is the main driver, with 輝達 and 美光 accounting for more than one-third of the increase, though investors are concerned about the sustainability of investment and the impact of high interest rates.
Facts
高盛 forecasts that Q3 earnings for S&P 500 constituents will rise about 27% year over year.
Q3 hyperscaler cloud capital spending is projected to increase about 116% year over year.
The 2 companies, 輝達 and 美光, account for more than one-third of the increase in S&P 500 Q3 earnings.
Q3 earnings for U.S.-listed energy companies are projected to rise about 114%.
S&P 500 profit growth is highly concentrated among a small number of companies, with breadth near its lowest level since the dot-com era.
AI spending war escalates again! 博通, 甲骨文 and SpaceX seek funding on a hundred-billion-dollar scale
Published ・ Source Taiwan | 鉅亨網
博通, 甲骨文 and SpaceX are each in talks to raise tens of billions of dollars to buy AI chips and expand data centers, reflecting surging AI infrastructure costs and a shift in funding models.
Facts
博通 is preparing a financing package of more than $50 billion to support custom AI chips being developed jointly with OpenAI.
甲骨文 is discussing a major chip-purchase financing plan with financial institutions including Apollo and 高盛, potentially using a special-purpose company to buy chips and lease them to 甲骨文.
As capital needs for AI infrastructure rise, companies are turning to private credit, asset financing and special-purpose companies, moving beyond the traditional corporate bond market model.
Companies mentioned：博通、OpenAI、甲骨文、Apollo Global Management、Blackstone、高盛、SpaceX、輝達、太平洋投資管理公司、Anthropic
英特爾 shares buck the trend as Musk says 台積電 will not lead the Terafab project
Published ・ Source Taiwan | 鉅亨網
英特爾 shares bucked the trend after CEO Lip-Bu Tan confirmed the company would continue participating in the Terafab project. Musk clarified that 英特爾 would lead construction and operations, while 台積電 might only lease space. The market had initially expected 英特爾 to have the project to itself, and the outcome was slightly better than concerns about a partnership with 台積電.
Facts
英特爾 CEO Lip-Bu Tan said 英特爾 would continue participating in the Terafab project.
英特爾 shares fell a combined 5.7% on Monday and Tuesday, then rebounded 0.55% on Wednesday.
英特爾 shares have risen more than 205% so far in 2026.
Musk revealed on Saturday that he was in talks with 台積電 about collaborating on projects related to 特斯拉 and SpaceX.
The SPY put trade likely involved buying puts with a strike price of 655 expiring next March, while selling similar contracts with a strike price of 500.
Long-dated options expiring in January 2029 saw activity in Meta, with traders closing out and buying back call options worth $89 million at a strike price of 560.
Meta also saw new positions opened, selling call options worth $69 million at a strike price of 700.
U.S. stocks closed lower on Wednesday (the 7th). The S&P 500 and Dow ended their streaks of 4 consecutive sessions of gains, while the Nasdaq saw its first down day after rising for 6 sessions.
Brent crude futures closed above $100 a barrel on Tuesday, while long-term U.S. Treasury yields hit a 24-year high.
U.S. crude fell 1.3% to $88.28 a barrel at Wednesday’s close; Brent crude futures settled at $100.20 a barrel, down 0.4%.
IEA member countries agreed to accelerate the collective action announced in March this year and prioritize the release of diesel stocks amid tight supply in the diesel market.
Brent crude futures fell $0.38, or 0.38%, to settle at $100.20 a barrel.
France will release 10 million barrels of diesel from its strategic reserves to help ease pressure on European fuel markets.
A model by consulting firm Earth Science Associates estimates that storms in the Gulf of Mexico could cause cumulative crude oil production losses of about 11.2 million barrels while they persist.
〈Taiwan Stocks: Key News Before the Market Opens〉美光 Taiwan Strike Escalates，台塑 Sees Petrochemical Industry Rebound Next Year
Published ・ Source Taiwan | 鉅亨網
美光 Taiwan strike case escalates, with the union securing the right to strike；台塑 sees the petrochemical industry rebounding next year；國巨 and 廣達 post record revenue；Taiwan stocks close slightly lower as institutional investors are net sellers.
Facts
美光MTTW工會 has formally secured the right to strike and set up picket lines.
台塑集團 President Wu Chia-chau said the petrochemical industry will not recover until next year.
國巨's September revenue was NT$17.068 billion, a record high for a single month.
廣達's third-quarter revenue reached NT$1.16 trillion, up more than 1 times year on year and setting a record.
The three major institutional investors in Taiwan stocks were net sellers of NT$24.163 billion.
【袁志峰 Column】China Adds to Gold Reserves for 23 Consecutive Months
Published ・ Source Taiwan | 鉅亨網
China's central bank released September foreign exchange and gold reserve data, showing gold purchases for 23 consecutive months. Meanwhile, the European Union is considering restrictions on imports of Chinese hybrid cars to rebalance trade. In Hong Kong, the Hang Seng Index fell and trading volume declined.
Facts
The People's Bank of China said the country's foreign exchange reserves stood at US$3.40025 trillion at the end of September, down US$38.07 billion month on month, a decrease of 1.11%.
The central bank has increased its gold reserves for 23 consecutive months. Gold reserves stood at 77.47 million ounces at the end of September, up 740,000 ounces month on month.
The European Union is preparing safeguard measures to restrict Chinese hybrid cars from entering its market, in a bid to rebalance trade with China.
The European Union hopes to keep restrictions on hybrid car imports low enough to avoid triggering retaliatory measures from Beijing.
The Hang Seng Index closed at 24130 points on Wednesday, down 150 points, or 0.6%. Turnover fell 4% day on day to HK$94.7 billion.
Good Morning World》Taiwan Stocks Within Reach of 50,000 Points；渣打銀行 Sees Taiwan as “Asia’s Most Attractive Investment Destination”
Published ・ Source Taiwan | 中央社 CNA
Taiwan stocks closed at 49806.37 points, and 渣打銀行 said Taiwan was Asia’s most attractive investment market；the Directorate-General of Budget, Accounting and Statistics reported September CPI rose 2.73% year on year；National Day events and diplomatic activities continued；the Overseas Community Affairs Council approved Chairperson 徐佳青’s resignation；美光’s union secured the right to strike；and large-scale protests over high school education broke out in France.
Facts
Closed at 49806.37 points
Surged 9.75%
Employee profit-sharing plan worth 15% of operating profit
National Day Reception in Berlin；Taiwan Friendship Group Chair: Support for Taiwan Is a Cross-Party Consensus in Germany
Published ・ Source Taiwan | 中央社 CNA
徐德分, chair of the German parliament’s Taiwan Friendship Group, said support for Taiwan had become a cross-party consensus in Germany. 谷瑞生, Taiwan’s representative to Germany, said bilateral trade between Taiwan and Germany had remained above US$20 billion annually for 5 consecutive years, and that 台積電’s investment in a plant in Dresden was an important milestone.
Double Ten Reception at Taiwan’s Representative Office in Italy；Pro-Taiwan Senator Wows Crowd With “Green Island Serenade”
Published ・ Source Taiwan | 中央社 CNA
Taiwan’s representative office in Italy held a National Day reception, where Italian Senator Lucio Malan sang “Green Island Serenade.” The two sides discussed deepening Taiwan-Italy cooperation in the fields of economics, technology and culture, and noted that Taiwan’s real economic growth rate reached 14.15% in the first half of the year.
Facts
More than 20 members of parliament and senators
11.5% growth rate
80th anniversary of the founding of the Italian Republic
Organized twice this year
Taiwan’s real economic growth rate reached 14.15% in the first half of the year
Full-year economic growth is forecast to reach 11.05%
Companies mentioned：中央社、華航、長榮、Hotel Parco dei Principi
France Considers Issuing More Short-Term Bonds Amid Market Turmoil
Published ・ Source Taiwan | 中央社 CNA
In response to turbulence in the bond market and declining investor appetite for long-term borrowing, French Finance Minister Lescure said the government would take a more strategic approach and consider expanding short-term bond issuance to address fiscal difficulties and fears of a debt spiral.
Trump Says He Deserves Nobel Peace Prize but Is Unsure He Will Win
Published ・ Source Taiwan | 中央社 CNA
U.S. President Trump said he believes he deserves the 2026 Nobel Peace Prize but is unsure whether he will win；挪威諾貝爾委員會 will announce the laureate on the 9th.
Facts
2026 Nobel Peace Prize
The Peace Prize laureate will be announced on the 9th
Tsai Ing-wen’s Stanford Speech Makes Waves；Warmly Signs Autographs for Taiwanese Students
Published ・ Source Taiwan | 中央社 CNA
Former President Tsai Ing-wen gave a speech at Stanford University, sharing Taiwan’s strengths and challenges and receiving a standing ovation. During a campus visit, she warmly signed autographs for Taiwanese students and said she hoped to work with democratic countries to manufacture industrial products needed for security.
Facts
中央社 reporter 張欣瑜, San Francisco, 7th, special dispatch
IEA Members Ready to Release Strategic Reserves；Oil Prices Edge Lower
Published ・ Source Taiwan | 中央社 CNA
Member countries of 國際能源總署（IEA） are preparing to release more strategic oil reserves, sending crude prices lower. New York West Texas Intermediate crude settled at US$88.28 a barrel, down 1.3%；London North Sea Brent crude closed at US$100.20 a barrel, down 0.4%.
What are the benefits of bath additives? Can you recommend any?
Published ・ Source Japan | m3.com
A question about the benefits of bath additives and recommendations. This content is available exclusively to m3.com physician members. Docpedia LIFESTYLE provides answers to lifestyle questions from experts and doctors.
Public or private school? What criteria should you use to choose where your child goes to school?
Published ・ Source Japan | m3.com
Content exclusive to m3.com physician members. Docpedia LIFESTYLE features experts and doctors answering lifestyle questions about housing, careers, children’s education, and more.
An introduction to Docpedia LIFESTYLE, a service exclusive to m3.com physician members, where experienced experts and doctors answer questions about careers and lifestyle.
The candid voices of 240 women doctors: “White Paper on Women Doctors” draws attention
Published ・ Source Japan | m3.com
The White Paper on Women Doctors 2026, published on Instagram, brings together the voices of 240 women doctors and shares their candid responses to open-ended questions. We spoke with its initiator, doctor Mari Asakawa.
“I’d like to keep it under 10,000 yen, but…” Doctors’ business hotel stays: ideals versus reality
Published ・ Source Japan | m3.com
The first installment of a survey on doctors’ use of business hotels, conducted among 4,857 m3.com members. The gap between rising accommodation costs and business travel expense limits has become an issue.
[Manga] How doctors can skillfully respond to patients’ self-diagnoses
Published ・ Source Japan | m3.com
As the internet and AI advance, more patients are self-diagnosing. This series uses manga to share stories of how doctors have skillfully responded to such patients.
A doctor who went straight into cosmetic medicine moves into insurance-covered care…
Published ・ Source Japan | m3.com
This content is available exclusively to m3.com physician members. Docpedia LIFESTYLE features experts and doctors answering questions about careers and lifestyles.