# AI News 180m Report｜2026-10-08 06:00–09:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 107 items from 4 sources; Japan, 83 items from 2 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 【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: 2026-10-07T18:09:56+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3045&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=170956&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279440-en.html
- anchor: #n3256748
- Companies mentioned: 台灣大、台灣固網(股)、台灣大哥大(股)、皇普建設股份有限公司

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.
- The lease runs from 115年10月15日 to 120年10月14日.

## 【聯發】Announcement by subsidiary 聯捷開發(股) of its acquisition of securities

- Published: 2026-10-07T17:55:26+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1459&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=165526&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279420-en.html
- anchor: #n3256746
- Companies mentioned: 聯發、聯捷開發(股)、南亞科技股份有限公司、聯發紡織纖維(股)

聯發 said its subsidiary 聯捷開發 acquired shares in Nanya Technology for a total of more than NT$300 million as an investment.

Facts:
- Announcement by 聯捷開發(股) of its acquisition of securities issued by 南亞科技股份有限公司
- The transaction dates were from 115年1月19日 to 115年10月7日.
- The transaction involved 850,000 shares at NT$359.02 per share, for a total of NT$305,163,234.
- 聯捷開發(股) holds a cumulative 450,000 shares in Nanya Technology, representing a 0.013% stake.
- 聯發紡織纖維(股) holds a cumulative 350,000 shares in Nanya Technology, representing a 0.01% stake.

## 【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: 2026-10-07T17:52:12+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=5&spoke_time=165212&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279419-en.html
- anchor: #n3256745
- Companies mentioned: 日月光投控、台灣福雷電子(股)、帆宣系統科技股份有限公司

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
- 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: 2026-10-07T17:51:52+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=4&spoke_time=165152&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279418-en.html
- anchor: #n3256744
- Companies mentioned: 日月光投控、日月光半導體製造(股)、森川營造工程有限公司

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
- 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: 2026-10-07T17:41:36+09:00
- Source: Taiwan | 臺灣證券交易所
- Figures match the official table: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3164&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=164136&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279416-en.html
- anchor: #n3256743
- Companies mentioned: 景岳生物科技股份有限公司、臺灣證券交易所股份有限公司

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】元大金控代元大證券(韓國)公告取得KG Eco Solution Co., Ltd.發行之第4次私募可交換公司債

- Published: 2026-10-07T17:40:48+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2885&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=164048&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279417-en.html
- anchor: #n3256742
- Companies mentioned: 元大金控、元大金、元大證券(韓國)、KG Eco Solution Co., Ltd.、KG Dongbu Steel Co., Ltd.

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: 2026-10-07T17:31:31+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2353&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=163131&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279376-en.html
- anchor: #n3256674
- Companies mentioned: 宏碁、雲川興業股份有限公司、振樺電子股份有限公司、富逸投資股份有限公司、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.
- 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.

## 【松川精密】Correction to 115年9月 endorsement and guarantee information

- Published: 2026-10-07T17:26:54+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7788&year=115&month=10&b_date=1&e_date=31&seq_no=6&spoke_time=162654&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279375-en.html
- anchor: #n3256673
- Companies mentioned: 松川精密、台興電子企業股份有限公司、TSE International Co., Ltd.、頤盛投資股份有限公司

松川精密更正子公司台興電子及TSE International於115年9月對頤盛投資之背書保證金額，由原申報之300,000仟元修正為0元，以符合公開資訊觀測站規範。

Facts:
- 松川精密 issued a correction notice on 115年10月7日, revising its endorsement and guarantee information for 115年9月.
- The party receiving the endorsement and guarantee is 頤盛投資股份有限公司.
- 更正前，台興電子企業股份有限公司對頤盛投資股份有限公司的個別子公司本月增減金額為新台幣300,000仟元。
- After the correction, the monthly change in the amount guaranteed by 台興電子企業股份有限公司 for 頤盛投資股份有限公司 as an individual subsidiary was changed to NT$0.

## 【炎洲】Announcement of the company's acquisition of securities

- Published: 2026-10-07T17:20:14+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4306&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=162014&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279374-en.html
- anchor: #n3256672
- Companies mentioned: 炎洲、台灣積體電路製造股份有限公司

炎洲公司於115年10月7日公告，於115年4月至10月間取得台積電股票141,450股，耗資約3.3億元，旨在進行投資，目前累積持股達28萬餘股。

Facts:
- 炎洲 acquired 141,450 shares of 台灣積體電路製造股份有限公司
- The total transaction amount is NT$329,803,099.
- The transaction period is from Apr. 14, 115 to Oct. 7, 115.
- 炎洲 holds a cumulative 286,450 shares of TSMC stock.
- This investment accounts for 14.04% of 炎洲's total assets.

## 【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: 2026-10-07T17:12:56+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4532&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=161256&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279372-en.html
- anchor: #n3256671
- Companies mentioned: 瑞智、瑞智(青島)精密機電有限公司

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: 2026-10-07T17:11:43+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4720&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=161143&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279373-en.html
- anchor: #n3256670
- Companies mentioned: 德淵、臺灣證券交易所股份有限公司

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: 2026-10-07T17:10:57+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4532&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=161057&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279357-en.html
- anchor: #n3256597
- Companies mentioned: 瑞智精密股份有限公司、瑞智

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: 2026-10-07T17:05:07+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2455&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=160507&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279354-en.html
- anchor: #n3256596
- Companies mentioned: 全新、臺灣證券交易所股份有限公司

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: 2026-10-07T17:02:49+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=3&spoke_time=160249&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279356-en.html
- anchor: #n3256595
- Companies mentioned: 日月光投控、矽品精密工業(股)、聯純科技股份有限公司

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: 2026-10-07T17:02:47+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4977&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=160247&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279355-en.html
- anchor: #n3256594
- Companies mentioned: 眾達-KY、PCL TECHNOLOGIES TRADING, INC.

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.

## [日月光投控] On behalf of subsidiary 矽品精密工業(股)公司, announces acquisition of facility engineering

- Published: 2026-10-07T17:02:12+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=160212&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279351-en.html
- anchor: #n3256593
- Companies mentioned: 日月光投控、矽品精密工業(股)、聖暉工程科技股份有限公司

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.
- The contract was approved by the general manager.

## 【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: 2026-10-07T17:01:33+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3711&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=160133&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279306-en.html
- anchor: #n3256582
- Companies mentioned: 日月光投控、矽品精密工業(股)、Tazmo Co., Ltd.

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: 2026-10-07T17:01:05+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2010&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=160105&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279305-en.html
- anchor: #n3256581
- Companies mentioned: 春源、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: 2026-10-07T16:30:42+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3030&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=153042&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279303-en.html
- anchor: #n3256580
- Companies mentioned: 德律科技股份有限公司

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.
- 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.
- 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.

## 【旭暉應材】Announcement of the receipt in full of payment for the Company's 115 cash capital increase and the capital increase record date

- Published: 2026-10-07T16:30:33+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6698&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=153033&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279302-en.html
- anchor: #n3256579
- Companies mentioned: 旭暉應用材料股份有限公司

旭暉應用材料股份有限公司完成115年現金增資，發行5,000仟股，總額1.275億元，基準日為10月7日，股票預計10月13日上市。

Facts:
- 旭暉應用材料股份有限公司辦理現金增資發行普通股5,000仟股
- The subscription price for each share in this cash capital increase is NT$25.5.
- The total proceeds received for the cash capital increase amount to NT$127,500,000, and payment has been received in full.
- The record date for this cash capital increase is Oct. 07, 115.
- The share payment certificates are scheduled to be listed on Oct. 13, 115.

## 【廣達】Media clarification statement

- Published: 2026-10-07T16:23:39+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2382&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=152339&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279304-en.html
- anchor: #n3256578
- Companies mentioned: 廣達、東森新聞

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.

Facts:
- 廣達針對東森新聞影音節目之報導發布澄清聲明稿，指稱該報導以聳動及情緒化字眼刻意渲染對立並曲解商業互動。
- 廣達否認該節目所指涉「以停產手段威脅客戶」之說法，稱其純屬子虛烏有。
- 廣達表示該客戶9月筆電出貨量優於預期，證明供應鏈協調與彈性排程屬業界常態。
- 廣達嚴正譴責未經查證、刻意挑撥商業夥伴關係且有違新聞專業之報導。
- 廣達與全球客戶建立基於互信互利的長期夥伴關係，並秉持專業與理性研商對策。

## 【宏正】Aten’s consolidated revenue for September 115 reached NT$513 million

- Published: 2026-10-07T16:20:29+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6277&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=152029&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279267-en.html
- anchor: #n3256577
- Companies mentioned: 宏正、宏正自動科技、ATEN International

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

## 【Yageo*】Announcement of the company’s unaudited consolidated revenue for September 115

- Published: 2026-10-07T16:18:13+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2327&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=151813&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279266-en.html
- anchor: #n3256576
- Companies mentioned: 國巨股份有限公司、國巨公司

國巨股份有限公司公告115年9月自結合併營收達170.68億元，創單月歷史新高，主要受惠於AI需求強勁及歐美客戶拉貨。第三季營收亦創單季新高，累計前三季營收成長顯著，顯示公司在電子元件市場的強勢地位。

Facts:
- Yageo’s unaudited consolidated revenue for September 115 was NT$17.068 billion
- Yageo’s revenue for September rose 4.5% from the previous month and 46.1% from the same month last year
- Yageo’s unaudited consolidated revenue for the third quarter was NT$49.531 billion
- Yageo’s third-quarter revenue rose 11.4% from the previous quarter and 49.7% from the same period last year
- Yageo’s unaudited consolidated revenue for January–September was NT$132.154 billion
- Yageo’s revenue for January–September rose 36.3% from the same period last year

## [百達-KY] Announces a dividend distribution resolution by major subsidiary BIGL Technologies (Thailand) Co., Ltd.

- Published: 2026-10-07T16:06:00+09:00
- Source: Taiwan | 臺灣證券交易所
- Figures match the official table: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2236&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=150600&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279265-en.html
- anchor: #n3256575
- Companies mentioned: 百達-KY、BIGL Technologies (Thailand) Co., Ltd.

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: 2026-10-07T16:02:17+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2492&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=150217&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279264-en.html
- anchor: #n3256574
- Companies mentioned: 華新科技股份有限公司、國泰世華銀行、台新國際商業銀行

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: 2026-10-07T15:54:52+09:00
- Source: Taiwan | 臺灣證券交易所
- Original link pending
- Article page: https://ainews.idaeo.ai/a/4279263-en.html
- anchor: #n3256573
- Companies mentioned: 京元電子、TOKYO ELECTRON LIMITED

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.

## 【金像電】On behalf of its subsidiary 蘇州金像電子, announcement of an equipment acquisition

- Published: 2026-10-07T15:50:06+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2368&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=145006&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279219-en.html
- anchor: #n3256451
- Companies mentioned: 金像電、蘇州金像電子、昆山東威科技股份有限公司

金像電（2368）於115年10月7日經董事會決議，斥資約新台幣5.58億元向昆山東威科技購入一批機器設備，用於擴充生產及營運能力，此舉顯示公司對未來產能布局的重視。

Facts:
- 金像電 announced its acquisition of machinery and equipment for business use on October 7, 115.
- The total transaction amount was RMB 117,600,000, or approximately NT$558,364,800.
- The counterparty to the transaction is 昆山東威科技股份有限公司, which is not a related party of the company.
- The transaction was decided through price comparison and negotiation, with market prices used as the pricing reference.
- The equipment was acquired for production and operational use.

## 【聯電】Statement regarding the October 6, 115, report by 中時電子報

- Published: 2026-10-07T15:40:13+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2303&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=144013&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279216-en.html
- anchor: #n3256450
- Companies mentioned: 聯電、聯華電子股份有限公司、中時電子報

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: 2026-10-07T15:37:41+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2834&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=143741&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279218-en.html
- anchor: #n3256449
- Companies mentioned: 臺企銀、臺灣企銀

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: 2026-10-07T15:30:38+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2614&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=143038&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279217-en.html
- anchor: #n3256448
- Companies mentioned: 東森、東森國際租賃股份有限公司、東森新媒體控股股份有限公司

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:
- 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.
- 東森新媒體控股股份有限公司最近期財務報表資本為600,000仟元，累積盈虧金額為-1,809,632仟元。
- The funds the company lends to others come from the subsidiary itself.

## 【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: 2026-10-07T15:30:24+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2614&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=143024&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279215-en.html
- anchor: #n3256447
- Companies mentioned: 東森、東森投資股份有限公司、東森新媒體控股股份有限公司

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:
- 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】Investor conference held by the company

- Published: 2026-10-07T15:24:31+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1540&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=142431&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279193-en.html
- anchor: #n3256444
- Companies mentioned: 喬福

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.
- 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.

## 【群益期】Announcement of the company's self-settled earnings for September 115

- Published: 2026-10-07T15:23:54+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6024&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=142354&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279195-en.html
- anchor: #n3256443
- Companies mentioned: 群益期貨股份有限公司

群益期貨股份有限公司於115年10月7日發布重大訊息，公告其115年9月份之合併自結損益狀況。該公司9月份稅後淨利達138,914仟元，累計稅後淨利為1,540,982仟元，顯示營運表現穩定。

Facts:
- 群益期貨115年9月份稅前淨利為168,847仟元，每股稅前盈餘為0.63元。
- 群益期貨115年9月份稅後淨利為138,914仟元，每股稅後盈餘為0.52元。
- 群益期貨115年9月份累計稅前淨利為1,813,700仟元，累計每股稅前盈餘為6.82元。
- 群益期貨115年9月份累計稅後淨利為1,540,982仟元，累計每股稅後盈餘為5.79元。
- The date of the event for 群益期貨's announcement of the company's self-settled earnings for September 115 was 115/10/07.

## 【精誠】Correction to the company's August 115 schedule of endorsements and guarantees

- Published: 2026-10-07T15:21:58+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6214&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=142158&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279191-en.html
- anchor: #n3256442
- Companies mentioned: 精誠資訊股份有限公司、精誠資訊(香港)有限公司

精誠資訊更正115年8月背書保證明細，將對子公司精誠資訊(香港)有限公司的累計最高餘額從403,875仟元調增至1,045,605仟元，並已上傳公開資訊觀測站。

Facts:
- 精誠資訊股份有限公司 issued a correction announcement on October 7, 115, revising information in its August 115 schedule of endorsements and guarantees.
- 更正前精誠資訊對精誠資訊(香港)有限公司的累計至本月止最高餘額為403,875仟元。
- 更正後精誠資訊對精誠資訊(香港)有限公司的累計至本月止最高餘額為1,045,605仟元。
- The company relationship involved in this correction is between the company and its subsidiary 精誠資訊(香港)有限公司.
- 精誠資訊 has uploaded the corrected information to the Market Observation Post System.

## 【LINEPAY】Announcement that the board of directors approved the appointment of the head of internal audit

- Published: 2026-10-07T15:17:50+09:00
- Source: Taiwan | 臺灣證券交易所
- Original link pending
- Article page: https://ainews.idaeo.ai/a/4279194-en.html
- anchor: #n3256441
- Companies mentioned: LINEPAY、勤業眾信聯合會計師事務所

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: 2026-10-07T15:13:24+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=8996&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=141324&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279192-en.html
- anchor: #n3256440
- Companies mentioned: 高力熱處理工業股份有限公司、高力

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

- Published: 2026-10-07T15:07:14+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2434&year=115&month=10&b_date=1&e_date=31&seq_no=3&spoke_time=140714&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279169-en.html
- anchor: #n3256439
- Companies mentioned: 統懋、和懋半導體(四川)有限公司

統懋（2434）公告新增對100%子公司和懋半導體（四川）42,732仟元資金貸與，累計170,958仟元，占淨值38.12%，用於營運週轉。

Facts:
- 統懋新增對和懋半導體（四川）有限公司資金貸與42,732仟元
- 迄事實發生日止資金貸與餘額為170,958仟元
- The ratio of the outstanding loan balance to the net worth in the latest financial statements of the public company was 38.12
- The recipient of the loan is a subsidiary 100% owned by 統懋
- The reason for the additional loan is working capital needs
- The funds the company lends to others come from the parent company

## 【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

- Published: 2026-10-07T15:06:28+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2434&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=140628&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279168-en.html
- anchor: #n3256438
- Companies mentioned: 統懋、和懋半導體(四川)有限公司

統懋公告其子公司和懋半導體(四川)有限公司資金貸與餘額達170,958仟元，佔淨值38.12%，超過法定公告門檻。

Facts:
- The recipient of the loan is 和懋半導體(四川)有限公司.
- 和懋半導體(四川)有限公司 is a subsidiary 100% owned by 統懋.
- 資金貸與餘額為170,958仟元。
- The ratio of the outstanding loan balance to net worth is 38.12%.

## 【興勤】Announcement of the company's self-reported consolidated operating revenue for September 115

- Published: 2026-10-07T15:06:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2428&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=140611&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279167-en.html
- anchor: #n3256437
- Companies mentioned: 興勤電子工業股份有限公司、興勤

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:
- 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
- 115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: 2026-10-07T15:01:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6005&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=140111&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279166-en.html
- anchor: #n3256436
- Companies mentioned: 群益金鼎證券股份有限公司

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:
- 群益證115年9月份稅前淨利為903,069仟元
- 群益證115年9月份稅後淨利為672,566仟元
- 群益證1至9月份累計稅前淨利為12,311,862仟元
- 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

## 【國票金】Announcement of the company's self-settled earnings for September 115

- Published: 2026-10-07T14:58:15+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2889&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=135815&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279165-en.html
- anchor: #n3256435
- Companies mentioned: 國票金融控股股份有限公司、國票金控、國際票券、國票證券

國票金控發布115年9月財務自結數據，單月稅後盈餘3.46億元，前三季累計盈餘36.93億元，年增逾一倍，每股盈餘1.01元。

Facts:
- 國票金控115年9月份自結稅後盈餘為3億4,579萬元。
- 國票金控累計1至9月份稅後盈餘較去年同期增加116.29%。
- 國票金控’s net asset value per share stood at NT$12.66 at the end of September.

## 【統懋】 announces a change of auditor due to internal rotation at the accounting firm

- Published: 2026-10-07T14:47:04+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2434&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=134704&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279081-en.html
- anchor: #n3256433
- Companies mentioned: 統懋、安永聯合會計師事務所

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: 2026-10-07T14:47:00+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2476&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=134700&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279080-en.html
- anchor: #n3256432
- Companies mentioned: 鉅祥企業股份有限公司

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:
- 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.
- 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: 2026-10-07T12:34:58+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1702&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=113458&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279078-en.html
- anchor: #n3256431
- Companies mentioned: 南僑投資控股股份有限公司、泰國南僑

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.
- 經濟日報報導標題為「南僑加碼泰國 串聯東南亞 董事長陳正文：未來3年再投入28億元」。
- 報導指出南僑提出未來三年再投入約30億泰銖（約新台幣28.5億元）加碼擴充新產線、自動化倉儲及製造設備。
- 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: 2026-10-07T11:39:25+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2059&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=103925&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279077-en.html
- anchor: #n3256430
- Companies mentioned: 川湖科技股份有限公司、川湖

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: 2026-10-07T01:06:58+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6589&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=658&spoke_date=20261007
- Article page: https://ainews.idaeo.ai/a/4279075-en.html
- anchor: #n3256429
- Companies mentioned: 台康生技、歐盟藥品管理局、FDA、EMA、Sandoz AG、Genentech, Inc.、Hoffmann-La Roche, Inc.、F. Hoffmann-La Roche Ltd、羅氏大藥廠

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: 2026-10-08T08:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170156
- Article page: https://ainews.idaeo.ai/a/4279476-en.html
- anchor: #n3256813

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: 2026-10-08T07:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170533
- Article page: https://ainews.idaeo.ai/a/4279477-en.html
- anchor: #n3256814

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: 2026-10-08T07:41:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170524
- Article page: https://ainews.idaeo.ai/a/4279478-en.html
- anchor: #n3256815
- Companies mentioned: 巴西聖卡洛斯聯邦大學、英國倫敦大學學院

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: 2026-10-08T07:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169805
- Article page: https://ainews.idaeo.ai/a/4279479-en.html
- anchor: #n3256816
- Companies mentioned: 波音、洛克希德馬丁、雷神

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: 2026-10-08T07:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170217
- Article page: https://ainews.idaeo.ai/a/4279480-en.html
- anchor: #n3256817

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: 2026-10-08T07:25:16+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170748
- Article page: https://ainews.idaeo.ai/a/4279481-en.html
- anchor: #n3256818
- Companies mentioned: 高鐵、台鋼雄鷹、聯合醫院昆明防治中心

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.

Facts:
- 具中華民國國籍、年滿65歲的長輩搭高鐵可購買敬老票，標準車廂、自由座及商務車廂皆為全額票價打5折。
- 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.
- 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: 2026-10-08T07:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169828
- Article page: https://ainews.idaeo.ai/a/4279482-en.html
- anchor: #n3256819

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: 2026-10-08T07:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169837
- Article page: https://ainews.idaeo.ai/a/4279483-en.html
- anchor: #n3256820
- Companies mentioned: Alphabet、Google、Meta、Anthropic、OpenAI、Nvidia、AMD、Broadcom、Amazon、Microsoft、SoftBank、Google Cloud

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: 2026-10-08T07:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169813
- Article page: https://ainews.idaeo.ai/a/4279245-en.html
- anchor: #n3256513

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: 2026-10-08T07:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11169936
- Article page: https://ainews.idaeo.ai/a/4279247-en.html
- anchor: #n3256512

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: 2026-10-08T06:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169886
- Article page: https://ainews.idaeo.ai/a/4279248-en.html
- anchor: #n3256514

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: 2026-10-08T06:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170236
- Article page: https://ainews.idaeo.ai/a/4279249-en.html
- anchor: #n3256515
- Companies mentioned: 西陵北京合資公司、電電公會、工商建研會

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.

Facts:
- 台商投資大陸金額從2016-2018年的年均91.4億美元降至2026年1-7月的5.73億美元，十年衰退近九成。
- 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: 2026-10-08T06:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169345
- Article page: https://ainews.idaeo.ai/a/4279250-en.html
- anchor: #n3256516
- Companies mentioned: 摩根士丹利、瑞銀（UBS）、瑞士洛桑國際管理發展學院（IMD）、台灣經濟研究院兩岸發展研究中心

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: 2026-10-08T06:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169815
- Article page: https://ainews.idaeo.ai/a/4279251-en.html
- anchor: #n3256517

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: 2026-10-08T06:28:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169367
- Article page: https://ainews.idaeo.ai/a/4279252-en.html
- anchor: #n3256518

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.
- 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: 2026-10-08T06:25:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11169291
- Article page: https://ainews.idaeo.ai/a/4279246-en.html
- anchor: #n3256519

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: 2026-10-08T06:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11170210
- Article page: https://ainews.idaeo.ai/a/4279014-en.html
- anchor: #n3256365
- Companies mentioned: 允晨

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.

## Market to reach $209 billion by 2030! Mizuho: AI agents to drive CPU demand; raises price targets for 5 major companies, including AMD and 英特爾

- Published: 2026-10-08T07:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623323
- Article page: https://ainews.idaeo.ai/a/4279460-en.html
- anchor: #n3256753
- Companies mentioned: 瑞穗證券、超微（AMD）、英特爾、戴爾、閃迪、美超微電腦、輝達、美光、安謀（Arm）、Meta、OpenAI

瑞穗證券分析師Vijay Rakesh發布報告，預估2030年伺服器CPU潛在市場規模達2090億美元，AI智能體CPU需求佔比將從4%升至30%。該行上調超微、英特爾、戴爾、閃迪及美超微目標價，重申輝達、美光「跑贏大盤」評等。

Facts:
- 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: 2026-10-08T07:48:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623739
- Article page: https://ainews.idaeo.ai/a/4279461-en.html
- anchor: #n3256754
- Companies mentioned: 美國聯準會、芝商所、堪薩斯聯準銀行、舊金山聯準銀行、Zaner Metals

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.
- Spot silver fell 3% to $59.86 an ounce.
- Spot platinum fell 3.9% to $1,635.04 an ounce.
- Spot palladium fell 4% to $1,125.70 an ounce.

## Trump Says Russian Plague Is Not Like a Bioweapon; Calls Putin Wednesday

- Published: 2026-10-08T07:39:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624418
- Article page: https://ainews.idaeo.ai/a/4279459-en.html
- anchor: #n3256755

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.
- 川普承認俄羅斯在鼠疫事件上的資訊揭露程度較低，類似於新冠疫情初期的中國。

## 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: 2026-10-08T07:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624437
- Article page: https://ainews.idaeo.ai/a/4279462-en.html
- anchor: #n3256756

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: 2026-10-08T07:25:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623899
- Article page: https://ainews.idaeo.ai/a/4279463-en.html
- anchor: #n3256757

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.
- The U.S. dollar index (DXY) rose 0.4% to 102.24.

## 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: 2026-10-08T07:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623456
- Article page: https://ainews.idaeo.ai/a/4279464-en.html
- anchor: #n3256758
- Companies mentioned: 高盛、法興、Federated Hermes、FactSet、Marathon、Valero、Meta、Alphabet、微軟、AllianceBernstein、Pimco、Fed、輝達、美光

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: 2026-10-08T07:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624433
- Article page: https://ainews.idaeo.ai/a/4279465-en.html
- anchor: #n3256759
- 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

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.

## 英特爾 shares buck the trend as Musk says 台積電 will not lead the Terafab project

- Published: 2026-10-08T07:05:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624420
- Article page: https://ainews.idaeo.ai/a/4279232-en.html
- anchor: #n3256452
- Companies mentioned: 英特爾、Intel、SpaceX、台積電、TSM、特斯拉、TSLA

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.

## Correction warning emerges! Nasdaq 100 hits a record high, but 2 large bearish trades reveal market skepticism

- Published: 2026-10-08T06:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623376
- Article page: https://ainews.idaeo.ai/a/4279233-en.html
- anchor: #n3256453
- Companies mentioned: 那斯達克、標普500、Meta、SpotGamma、Barchart

那斯達克100指數創新高之際，美股週二出現SPY與Meta兩筆大額選擇權異動。SPY出現4,400萬美元看空押注，Meta則有數千萬美元級別的看漲選擇權調整，顯示市場對後續走勢存疑。

Facts:
- 近期那斯達克100指數自7月低點累計上漲15%，較6月前期歷史高點高出2%。
- 美股週二盤面上標普500 ETF(SPY)出現一筆10萬手看跌選擇權價差交易，淨投入達4,400萬美元。
- 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 after hours: All 4 major indexes close lower; S&P ends 4-day winning streak as rising yields revive inflation concerns

- Published: 2026-10-08T06:48:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623900
- Article page: https://ainews.idaeo.ai/a/4279234-en.html
- anchor: #n3256454
- Companies mentioned: Meta、蘋果、Alphabet、微軟、亞馬遜、輝達、博通、美光、高通、應用材料、德儀、AMD、台積電、日月光、聯電、中華電信、SpaceX、PIMCO、OpenAI、聯準會、國際能源署、LSEG、美國抵押貸款銀行協會、GLOBALT、Horizon Investments、U.S. Bank Asset Management、CME

美股週三四大指數收低，標普500與道瓊終止連四漲，那斯達克結束六連紅，主因長天期美債殖利率攀升觸及24年高點，市場對通膨與債務的擔憂再度升溫。聯準會9月會議紀要顯示官員對升息理由意見分歧，第三季財報季下週開跑。

Facts:
- 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%.
- 聯準會9月會議一致通過升息，這是2023年7月以來首次升息。
- CME FedWatch顯示市場認為聯準會連續第二次升息機率為17.2%，低於一週前的37.6%。
- The 30-year fixed mortgage rate surged to a nearly 3-year high last week. Housing stocks fell 2.3%, while homebuilder stocks dropped 2.9%.
- Chip stocks, which have surged more than 80% this year, fell 1.2%.
- LSEG analysts on average expect S&P 500 constituents’ earnings to grow 30.6% year over year from July to September.

## Energy after hours: IEA accelerates oil release, prioritizes diesel; oil prices fluctuate and close lower, Brent holds above $100

- Published: 2026-10-08T06:15:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624333
- Article page: https://ainews.idaeo.ai/a/4279236-en.html
- anchor: #n3256455
- Companies mentioned: 國際能源署(IEA)、美國能源資訊署(EIA)、Vitol、Earth Science Associates

國際能源署(IEA)加速釋放石油庫存以應對供應壓力，布蘭特原油守住100美元關口。市場同時評估中東戰事、俄烏衝突及美國風暴帶來的多重風險。

Facts:
- 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.
- 美國能源資訊署(EIA)公布，截至10月2日當周，美國商業原油庫存減少320萬桶至4.241億桶。
- 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: 2026-10-08T06:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624345
- Article page: https://ainews.idaeo.ai/a/4279235-en.html
- anchor: #n3256456
- Companies mentioned: 美光、美光MTTW工會、台塑集團、南亞、國巨、廣達、台積電、台塑、中信台灣收益、友達、南亞樂星、韓國重電公司、台電、富崴、樺漢、啓碁

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: 2026-10-08T05:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624332
- Article page: https://ainews.idaeo.ai/a/4279010-en.html
- anchor: #n3256305
- Companies mentioned: 華潤置地、濰柴動力、新鴻基地產、中國聯通、康師傅、萬洲國際、信義光能、信義玻璃、恒基地產、恒隆地產、九龍倉置業、華虹宏力、阿里、藥明生物、滙豐、翰森製藥、中生製藥、信達生物、石藥集團、百濟神州、中國宏橋、金沙中國、京東、網易、騰訊、快手、小米、百度、小鵬集團、理想汽車、蔚來、舜宇光學、嗶哩嗶哩、Minimax、智譜、天數智芯、中芯國際、地平線機器人、海爾智家、東方航空、南方航空、中國國航

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: 2026-10-08T08:48:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202610085001.aspx
- Article page: https://ainews.idaeo.ai/a/4279818-en.html
- anchor: #n3256956
- Companies mentioned: 渣打銀行、台積電、川湖、穎崴、美光

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: 2026-10-08T08:45:32+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610080021.aspx
- Article page: https://ainews.idaeo.ai/a/4279817-en.html
- anchor: #n3256957
- Companies mentioned: 中央社、台積電

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.

Facts:
- More than 300 people
- Republic of China year 115
- 11 sitting members of parliament
- For 5 consecutive years
- More than US$20 billion annually

## Double Ten Reception at Taiwan’s Representative Office in Italy；Pro-Taiwan Senator Wows Crowd With “Green Island Serenade”

- Published: 2026-10-08T08:43:30+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610080020.aspx
- Article page: https://ainews.idaeo.ai/a/4279794-en.html
- anchor: #n3256955
- Companies mentioned: 中央社、華航、長榮、Hotel Parco dei Principi

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%

## France Considers Issuing More Short-Term Bonds Amid Market Turmoil

- Published: 2026-10-08T06:59:24+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610080019.aspx
- Article page: https://ainews.idaeo.ai/a/4279261-en.html
- anchor: #n3256572
- Companies mentioned: 中央社、華爾街日報

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.

Facts:
- The highest level since 2002
- About 1.3 percentage points
- Rose to 4.91%
- Rose to 3.61%
- An average maturity of about 6 years
- An average duration of about 8.5 years

## Trump Says He Deserves Nobel Peace Prize but Is Unsure He Will Win

- Published: 2026-10-08T06:49:22+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610080018.aspx
- Article page: https://ainews.idaeo.ai/a/4279214-en.html
- anchor: #n3256446
- Companies mentioned: 中央社、路透社、挪威諾貝爾委員會、白宮、國際刑事法院

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
- Intervened in 8 conflicts

## Tsai Ing-wen’s Stanford Speech Makes Waves；Warmly Signs Autographs for Taiwanese Students

- Published: 2026-10-08T06:31:20+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610080017.aspx
- Article page: https://ainews.idaeo.ai/a/4279164-en.html
- anchor: #n3256434
- Companies mentioned: 中央社

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
- （編輯：陳亦偉）1151008

## IEA Members Ready to Release Strategic Reserves；Oil Prices Edge Lower

- Published: 2026-10-08T06:01:17+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610080016.aspx
- Article page: https://ainews.idaeo.ai/a/4279018-en.html
- anchor: #n3256425
- Companies mentioned: 國際能源總署、IEA、中央社

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%.

Facts:
- Down 1.3%
- US$88.28 a barrel
- Down 0.4%
- US$100.20 a barrel

## What are the benefits of bath additives? Can you recommend any?

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360893
- Article page: https://ainews.idaeo.ai/a/4279390-en.html
- anchor: #n3256711
- Companies mentioned: m3.com、Docpedia LIFESTYLE

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: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360912
- Article page: https://ainews.idaeo.ai/a/4279389-en.html
- anchor: #n3256710
- Companies mentioned: m3.com、Docpedia LIFESTYLE

Content exclusive to m3.com physician members. Docpedia LIFESTYLE features experts and doctors answering lifestyle questions about housing, careers, children’s education, and more.

## What is it like to open a medical mall practice?

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1353779
- anchor: #n3256709
- Companies mentioned: m3.com、Docpedia LIFESTYLE

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: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1361276
- anchor: #n3256708

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.

Facts:
- 240 women doctors
- White Paper on Women Doctors 2026

## “I’d like to keep it under 10,000 yen, but…” Doctors’ business hotel stays: ideals versus reality

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360896
- Article page: https://ainews.idaeo.ai/a/4279387-en.html
- anchor: #n3256707
- Companies mentioned: 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.

Facts:
- 4,857 m3.com physician members
- Across 6 installments

## [Manga] How doctors can skillfully respond to patients’ self-diagnoses

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1360343
- anchor: #n3256706

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: 2026-10-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1353771
- anchor: #n3256705
- Companies mentioned: m3.com、Docpedia LIFESTYLE

This content is available exclusively to m3.com physician members. Docpedia LIFESTYLE features experts and doctors answering questions about careers and lifestyles.