AI News 180m Report

2026-10-08 18:00–21:00 JST

321 received, 321 listed, 7 sources ・ Page 3 of 4

One place for news and notices from 2 countries/regions: Taiwan, 206 items from 6 sources; Japan, 115 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(60)

How much is a barrel of oil really worth? Crude futures prices have decoupled from the market; this energy cost is the real culprit behind inflation

Published ・ Source Taiwan | 風傳媒

Global oil markets are seeing crude futures prices decouple from physical-market prices, with Brent futures accounting for only 60-70% of the cost of crude delivered to Asia. Soaring freight costs, restricted shipping through the Strait of Hormuz and insufficient refining capacity have made refined-fuel prices a key driver of inflation, while futures have lost their role as a benchmark.

Facts

  • Brent crude futures prices are equivalent to only about 60% to 70% of the cost of crude delivered to Asia
  • The Brent spot-futures spread briefly exceeded $20 per barrel in September
  • Crude shipping costs on some routes have risen 5 to 10 times
  • Global crude inventories have fallen by about 650 million barrels since the conflict began
  • Total crude flows from the Middle East are currently about 2.5 million barrels per day below prewar levels
  • Refined-fuel prices have at one point reached twice the price of crude oil

Companies mentioned:Energy Aspects、Argus Media Group、Kayrros

Tomorrow’s weather / National Day holiday in jeopardy! Rain to spread across Taiwan, with “3 days of heavy rain”; Typhoon Koguma may intensify into a severe typhoon as the wettest, coolest period is revealed

Published ・ Source Taiwan | 風傳媒

The Central Weather Administration said northeasterly winds will bring more rain to northern and eastern Taiwan during the National Day holiday, while weather in central and southern Taiwan remains stable. The two distant typhoons, Koguma and Noul, may intensify into a severe typhoon, but pose no direct threat to Taiwan; a weak northeast monsoon is expected to affect the area next week.

Facts

  • During the National Day holiday (Oct. 9 to Oct. 11), northeasterly winds will bring increasing moisture day by day to Greater Taipei, the Keelung North Coast and eastern Taiwan, with noticeably heavier rain on Saturday and Sunday.
  • Typhoon No. 28, Koguma, could strengthen into a severe typhoon over the weekend, but poses no direct threat to Taiwan.
  • Highs in central and southern Taiwan will reach 32 to 33 degrees over the coming week, while overnight and early-morning lows will generally range from 22 to 25 degrees.
  • A northeast monsoon is expected to strengthen slightly next Wednesday (Oct. 14), but it will be weak and last only 1 day.
  • The centers of Typhoon No. 27, Noul, and Typhoon No. 28, Koguma, currently over the remote Pacific, are each more than 3,000 to 4,000 kilometers from Taiwan.

台塑 stock surges to NT$82.4, a nearly 3-year high! Core business is losing money—why have foreign investors bought for 4 straight sessions? 2 key factors point to potential

Published ・ Source Taiwan | 風傳媒

台塑 stock surged to NT$82.4, a nearly 3-year high, as foreign investors bought for 4 consecutive sessions. Analysts are optimistic about an improvement in the petrochemical industry and earnings contributions from 台塑化 investments; despite continued losses in its core business, its full-year EPS forecast has been raised to NT$4.18.

Facts

  • 台塑 stock hit an intraday high of NT$82.4 on the 8th, setting a nearly 3-year high.
  • Foreign investors have bought 台塑 for 4 consecutive trading days, with net purchases totaling about 57,000 lots.
  • A domestic investment advisory firm raised its estimate for 台塑’s third-quarter earnings per share (EPS) from NT$1.02 to NT$1.21.
  • 台塑 Group President Wu Jiachao said the petrochemical industry could fare better next year than this year.
  • Prices for 台塑’s main petrochemical products have lagged behind raw material prices, and analysts expect its core business to remain in the red in the third quarter.

Companies mentioned:台塑、台塑化、南亞、南亞科

Why did postal codes change from 5 digits to “3+3”? The last 3 digits aren’t added at random—even different sections of the same road can have different codes

Published ・ Source Taiwan | 風傳媒

中華郵政 changed Taiwan’s postal code system from 5 digits to 6 digits, or “3+3,” on March 3, 2020. The first 3 digits correspond to administrative districts, while the last 3 divide delivery areas more precisely, improving mail-sorting efficiency and delivery accuracy.

Facts

  • Taiwan introduced the “3+2 postal code” on February 1, 1991, until 中華郵政 officially adopted the “3+3 postal code” on March 3, 2020.
  • Under the current “3+3 postal code” system, the last 3 digits from 001 to 199 are mainly used for ordinary residential delivery areas, while 201 to 799 are bulk codes for bulk-delivery areas.
  • 中華郵政 divides delivery-route data according to factors such as address-number ranges and odd or even numbers, so different sections of the same road may have different last 3 digits.
  • Original新北市新莊區部分位於新北產業園區的道路,雖然行政區屬於新莊區,但郵遞區號前3碼使用五股區的「248」。
  • After the change, codes can be assigned according to more specific delivery areas, and dedicated codes can also be issued to large government agencies, companies, schools and buildings, improving mail-sorting efficiency and delivery accuracy.

Companies mentioned:中華郵政、中華郵政股份有限公司

Hsi Mu-jung’s only personally designed bookplate goes on display! See treasured collections of Sanmao and Qiong Yao at the New Taipei City Library

Published ・ Source Taiwan | 風傳媒

Original新北市立圖書館舉辦吳望如藏書票收藏展,展出席慕蓉唯一親手設計之荷花藏書票及竹久夢二等名家作品。展覽結合版印工作坊與親子活動,推廣紙本閱讀與藝術創作,展期至10月28日。

Facts

  • Original席慕蓉唯一親手設計的藏書票「荷花」將在新北市立圖書館展出。
  • The exhibition brings together 200 bookplates by nearly 100 well-known printmakers from Taiwan, Japan and mainland China.
  • Hsi Mu-jung’s lotus bookplate is included in a globally limited edition of 250 hardcover copies, each with an author-written number, signature and a special envelope.
  • The exhibition will feature 3 bookplate works by Yumeji Takehisa, a master artist of Japan’s Taisho era.
  • Original新北市立圖書館推出4場藏書票版印工作坊,自10月9日起免費開放網路報名。
  • The exhibition is titled “Books Turn to Gold, Treasures on Paper: The Allure of Bookplates—The Wu Wang-ju Collection.”
  • The exhibition is curated by Principal Wu Wang-ju, who considers bookplates a book’s identity card with a unique artistic appeal.

Companies mentioned:新北市立圖書館、新北市藝術教育深耕協會

Chiang Wan-an proposes relocating Songshan Airport: “Search-and-rescue capacity would be moved too”? Interior Ministry says: “We cannot give up this base”

Published ・ Source Taiwan | 風傳媒

Taipei Mayor Chiang Wan-an proposed relocating Songshan Airport to develop an AI park, drawing strong opposition from the Interior Ministry. The ministry stressed that the site is a key search-and-rescue base for northern Taiwan, has received massive investment and cannot be abandoned, and criticized the city government for failing to consult it in advance.

Facts

  • Taipei Mayor Chiang Wan-an announced plans to relocate Songshan Airport and use the land for an AI park.
  • Interior Ministry Deputy Minister Ma Shih-yuan said the ministry could not give up its Songshan base.
  • The Songshan Airport base of the National Airborne Service Corps handles search-and-rescue missions across the air, sea and land areas of northern Taiwan.
  • The Interior Ministry invested NT$3.5 billion in hangars at Songshan Airport.
  • The Executive Yuan said it was surprised that the Taipei City Government had never discussed relocating Songshan Airport with the central government.

Latest poll: Chiang Wan-an leads by only single digits as Shen Boyang sweeps young voters and the bloc of undecided voters shifts

Published ・ Source Taiwan | 風傳媒

TVBS released its latest poll for the 2026 Taipei mayoral election, showing Chiang Wan-an leading Shen Boyang 49% to 41%, with the gap narrowing to 8%. Shen leads among young voters, and the gap among undecided voters has narrowed substantially.

Facts

  • OriginalTVBS民意調查中心於2026年10月3日、5日至7日進行電話訪問,最終取得1120份有效樣本。
  • Incumbent Taipei Mayor Chiang Wan-an received 49% support, while Democratic Progressive Party candidate Shen Boyang received 41%.
  • Among respondents aged 20 to 29, Shen Boyang had 52% support, compared with 44% for Chiang Wan-an.
  • Among neutral voters with no clear party affiliation, Chiang Wan-an has 40% support, while Shen Po-yang has 36%.
  • 93% of KMT supporters back Chiang Wan-an, while 89% of DPP supporters back Shen Po-yang.

Companies mentioned:TVBS

“I strongly feel Shen Po-yang has a chance to win.” Huang Wei-han reveals 2 key shifts: He should thank Chiang Wan-an

Published ・ Source Taiwan | 風傳媒

Veteran media personality Huang Wei-han analyzed the Taipei mayoral race and said Shen Po-yang has a chance to beat Chiang Wan-an through a “break out of the bubble” strategy. He criticized Chiang Wan-an for choosing a pro-China outlet for an interview and attacking him on issues unrelated to city governance, saying this had shifted the race. If Shen Po-yang wins, he should thank Chiang Wan-an for the strategic missteps.

Facts

  • Veteran media personality Huang Wei-han said on the 8th that he strongly feels Shen Po-yang has a chance to win, adding that if Shen wins, half the credit should go to Chiang Wan-an.
  • For his first interview since the campaign began, Chiang Wan-an went to Taiwan’s most pro-China media outlet and was interviewed by its most pro-China host.
  • Shen Po-yang proactively agreed to interviews with the “blue media’s 3 pillars”—Wang Wei-chung, Lee Szu-tuan and Jaw Shaw-kong—and his campaign headquarters launch also drew Annie Yi.
  • Huang Wei-han said the Chiang Wan-an camp has recently changed its approach, strongly attacking drugs and opposing the abolition of the death penalty. It may next turn to same-sex marriage, opposition to China, the CIA and cross-strait ideology.
  • Huang Wei-han said Shen Po-yang initially trailed by 28% in the polls, but has a chance to win because Chiang Wan-an is not out campaigning and his words and actions have left people puzzled.

Explainer》Parents giving birth in 2026 can receive up to NT$100,000! How to claim after quitting a job while pregnant and switching from Labor Insurance to National Pension? Labor Insurance Bureau reveals “1 rule” against double claims

Published ・ Source Taiwan | 風傳媒

The Bureau of Labor Insurance under the Ministry of Labor has announced details of the new 2026 childbirth subsidy, totaling NT$100,000 per child. For those who quit their jobs while pregnant and switch to National Pension, the rules explicitly state that only one benefit may be claimed for the same birth. The bureau also explained eligibility for those without insurance coverage and the application deadline.

Facts

  • A new childbirth subsidy program will take effect on January 1, 2026. Eligible parents will receive a combined NT$100,000 per child through social insurance childbirth benefits and a government top-up.
  • A woman insured under Labor Insurance meets the insured-day requirement if she gives birth after being insured for 280 days or has a premature birth after 181 days. She may still apply if she gives birth within 1 year of leaving the program.
  • The 2026 monthly insured salary under National Pension is NT$21,103. The original benefit is NT$42,206, with a government top-up of NT$57,794, for a total of NT$100,000.
  • Eligible applicants must apply within 5 years from the day after giving birth or having a premature birth. Missing the deadline may result in losing the right to claim.

High-paying model dream ends in Myanmar! Lured and missing, her family was devastated by a NT$16 million ransom demand and cremated her remains

Published ・ Source Taiwan | 風傳媒

A judicial development has emerged in the case of Belarusian model Vera, who went missing in Myanmar: 5 defendants involved in the case were sentenced to 21 years in prison. Her family reportedly faced an unsuccessful NT$16 million ransom demand. Her remains have been cremated, and the alleged organ removal as a cause of death remains under investigation.

Facts

  • Vera Kravtsova, a 26-year-old Belarusian model and singer, traveled to Southeast Asia last year in search of work. She lost contact with her family after arriving in Myanmar.
  • Vera saw an overseas high-paying part-time job offer in September 2025. She entered Bangkok on the 12th and flew to Yangon, Myanmar, on the 20th.
  • Her family reportedly received a ransom message demanding US$500,000, equivalent to about NT$16 million, to retrieve her remains or ashes.
  • On October 1, a court in Yangon’s Mingaladon Township sentenced 5 Myanmar nationals involved in the case to 21 years in prison with hard labor under human trafficking laws.
  • The independent outlet Democratic Voice of Burma reported that authorities also issued arrest warrants for other Myanmar and Tajik nationals suspected of involvement in human trafficking.
  • Thai immigration authorities reviewed airport footage and entry-exit records and found that Vera went through immigration alone, with no sign that anyone had forced her to travel with them.

TVBS poll》Shen Po-yang surges 20 percentage points in Taipei support, closing in on Chiang Wan-an; lead “down to single digits”

Published ・ Source Taiwan | 風傳媒

TVBS released its latest Taipei mayoral election poll on October 8, 2026, showing Chiang Wan-an leading Shen Po-yang by 49% to 41%, a gap of 8%. Although most city residents expect Chiang to win reelection, his favorability has declined, signaling an increasingly heated race.

Facts

  • The TVBS Poll Center released the latest Taipei mayoral election poll results on October 8, 2026.
  • Incumbent Taipei Mayor Chiang Wan-an, who is seeking reelection, has 49% support.
  • DPP Taipei mayoral candidate Shen Po-yang has 41% support.
  • Original雙方支持度差距由5月下旬的28個百分點縮小為8個百分點。
  • 55% of Taipei residents expect Chiang Wan-an to win reelection, compared with just 20% who expect Shen Po-yang to win.
  • The survey had 1,120 valid samples, with a margin of error of ±2.9 percentage points.

Companies mentioned:TVBS、TVBS民意調查中心

Serving the emperor in the harem involved more than sex! Concubines had to endure “3 major perverse taboos,” humiliations beyond imagination

Published ・ Source Taiwan | 風傳媒

The article reveals the strict rules governing imperial concubines’ service in the Ming and Qing courts, including being wrapped naked in bedding, being monitored by eunuchs under a time limit, and remaining silent throughout. These 3 taboos reflect the bleak fate of women in the harem, who were denied dignity.

Facts

  • During the Ming and Qing dynasties, the Jingshi Room was established to oversee the emperor’s sexual affairs, with strict restrictions on encounters.
  • A concubine chosen to spend the night with the emperor had to be wrapped naked in bedding and carried into his bedchamber by a “concubine-carrying eunuch.”
  • Concubines had to crawl in or be carried out at the foot of the emperor’s bed.
  • Eunuchs timed the encounter outside the door and would shout a reminder after about half an hour to limit its duration.
  • If the emperor was not satisfied, the encounter could be extended only 2 more times at most. After the third summons, eunuchs would forcibly enter and carry the concubine away.
  • Except for the empress, no concubine was allowed to spend the night in the same bed as the emperor.
  • A concubine who made a sound without the emperor’s express permission was considered to have behaved with extreme impropriety and insulted the emperor’s dignity.

Explainer》Official statistics on South Korea’s stock market crash are out! Retail investors lost 55 billion in 2 months, one stock plunged 80%—a look at the devastating losses

Published ・ Source Taiwan | 風傳媒

Original韓國金融監督院公布數據顯示,三星與SK海力士槓桿ETF上市兩個半月內,造成散戶2.32兆韓元損失。此高風險商品引發市場劇烈震盪,政府已啟動監管措施以保護投資人。

Facts

  • 韓國金融監督院 (FSS) released a report on October 6 revealing retail investors’ trading losses in leveraged ETFs.
  • Retail investors at 10 major securities firms recorded combined trading losses of 2.32 trillion won in leveraged ETFs.
  • The “negative compounding effect” of leveraged ETFs rapidly erodes investment capital.
  • A single-stock leveraged ETF for SK海力士 launched by 三星資產 plunged from 44,385 won to 6,000 won.
  • The South Korean government temporarily halted new listings of single-stock leveraged and inverse products starting July 16.

Companies mentioned:三星、SK海力士、三星資產、韓國金融監督院、國民力量黨、BusinessKorea

Could the universal cash payment be boosted by NT$20,000? Executive Yuan responds, reveals 3 conditions and earliest deposit date

Published ・ Source Taiwan | 風傳媒

The Executive Yuan responded to an opposition proposal to increase the universal cash payment to NT$20,000, saying the cost would exceed NT$470 billion and could add to the debt. It is sticking to the NT$10,000 plan. The Ministry of Finance said the money could arrive as early as January 26, 2027, if the budget is approved on schedule.

Facts

  • A universal cash payment of NT$20,000 per person would cost more than NT$470 billion in total.
  • The current budget for a universal cash payment of NT$10,000 per person is NT$235.7 billion.
  • The Executive Yuan stressed that its formal plan remains a universal payment of NT$10,000 per person, and no increase has been finalized.
  • The universal cash payment could arrive as early as January 26, 2027.
  • The 2027 central government budget estimates both revenue and expenditure at NT$3.9266 trillion.
  • Cash withdrawals at ATMs are scheduled to open on February 15, while withdrawals at post offices will begin on February 22.
  • Executive Yuan spokesperson Li Hui-chih outlined 3 principles for the universal NT$20,000 payment.

74-year-old couple with NT$50 million feared dementia and “revealed their assets early”! Just 3 weeks later, one move by their child left the father regretful

Published ・ Source Taiwan | 風傳媒

A retired Japanese couple, aged 74 and 72, disclosed assets worth about 50 million yen to their children early out of concern about dementia. But 3 weeks later, their eldest daughter repeatedly asked them for financial help, leaving the father regretful and determined to stop supporting her.

Facts

  • Hiroshi Sato, 74, and his wife Kazuko, 72, who live in Kanagawa Prefecture, Japan, have assets worth about 50 million yen and own a home with no mortgage.
  • After retiring, the Satos disclosed details of their assets, including bank deposits and securities accounts, to their 49-year-old eldest son Kenichi and 46-year-old eldest daughter Yumi.
  • Three weeks after the asset disclosure, their daughter Yumi asked her parents for financial help, saying she could not cover her child’s university tuition and club competition expenses.
  • A March 2024 survey by 慶應義塾大學經濟研究所 found that 64% of older adults were concerned about dementia.
  • Financial planner 三原由紀 said children who live closer to their parents may view the assets as a safety net when they learn how much they are worth.
  • The Sato couple receive about 28萬 yen in monthly pension income and have built up assets through retirement benefits and savings.
  • Mr. Sato decided not to give his daughter any more money and plans to clearly explain his position to her.

Companies mentioned:THE GOLD ONLINE、慶應義塾大學經濟研究所

Know in a Chart》Whose health insurance should parents enroll under after retirement? Their older brother, older sister and younger brother all work. The National Health Insurance Administration reveals “this 1 rule”: the eldest child does not get priority

Published ・ Source Taiwan | 風傳媒

The National Health Insurance Administration clarified the rules on dependents’ health insurance after parents retire. It said they should first enroll as a dependent of a relative rather than directly through a district office, and that there is no rule giving the eldest child priority. Families can choose a dependent based on monthly insured salary to optimize premium costs.

Facts

  • If retired parents are not working and have no other eligibility for coverage but have eligible relatives they can depend on, they should generally enroll as dependents rather than directly through a district office.
  • Under Article 18 of the Enforcement Rules of the National Health Insurance Act, a spouse and first-degree lineal blood relatives, such as children, are in the same order of priority for dependent coverage, with no precedence among them.
  • Health insurance regulations do not give priority to the eldest child, sons or the person with the highest salary. Children in the same priority tier may choose one person under whose coverage to enroll.
  • For a typical salaried employee, the increase in health insurance premiums for each additional chargeable dependent depends on the insured person’s monthly insured salary.
  • For dependents of Category 1 to Category 3 insured persons, premiums are still calculated for 3 people when there are more than 3 dependents, and do not increase further.

Original國道開放路肩明明可以走,為何還被罰4000元?車主「切回主線」1動作踩雷

Published ・ Source Taiwan | 風傳媒

While the shoulder was open on the northbound section of National Highway 1 from Xizhi to Wudu, driver Mr. Xu was reported for moving from the shoulder back into the main lane in violation of a no-lane-change sign and was issued a 4000-yuan fine. The case highlights that an open shoulder does not mean drivers can change lanes freely along the entire stretch; they must strictly follow posted signs.

Facts

  • Mr. Xu received a 4000-yuan fine after moving back into the main lane during the hours when the shoulder was open on the northbound section of National Highway 1 from Xizhi to Wudu in June this year.
  • Original國道1號北向汐止至五堵路段的開放路肩限時為平日上午9時至中午12時、下午3時至晚上9時,假日為上午9時至晚上7時。
  • Open shoulders on national highways are divided into “Type 1” and “Type 2.” “Type 1” refers to an open shoulder that ends at an exit deceleration lane or exit ramp.
  • After passing a “small vehicles only on shoulder, no lane changes” sign, vehicles may not move into the main lanes, climbing lanes or auxiliary lanes.
  • Under the Road Traffic Management and Penalty Act, drivers who fail to change lanes as required or use the shoulder improperly on an expressway may be fined 3000 to 6000 yuan.

How long does it take to recoup a 1500萬元 gym investment? Shuai Guo-tou reveals the key: get this figure wrong and it’s all a loss!

Published ・ Source Taiwan | 風傳媒

Investor Shuai Guo-tou shared his experience investing in gyms on the program “After Work, Come to Your Place,” stressing the need to first calculate how quickly the investment can be recouped. Using an investment of 1500萬元 as an example, he said 150萬元 in capital costs must be recovered each year and suggested working backward from a 3% return to estimate a property’s value: monthly rent of 25萬元 corresponds to a value of about 1億元.

Facts

  • Investor Shuai Guo-tou said that if the total investment in a gym is about 1500萬元, then based on a 10-year payback period, it must generate at least 150萬元 in capital recovery each year.
  • Shuai Guo-tou proposed a “rent-based reverse calculation” method: assuming monthly rent of 25萬元 and a 3% return, the property would be worth about 1億元.
  • The program “After Work, Come to Your Place,” co-hosted by host Xuebao, investor Shuai Guo-tou and influencer Peeta, discusses gym investment.
  • Shuai Guo-tou believes a 3% rental yield is equivalent to a payback period of about 33 years.
  • When assessing a property’s value, factors including location, condition, floor, frontage and market prices should be considered alongside rent.

Three major institutional investors’ net trading on 10/8》Massive sales of 732億元! Foreign investors withdraw funds for 3 straight days, dumping 758億元 in a single day; 友達、鴻海 and 力積電 among the hardest hit

Published ・ Source Taiwan | 風傳媒

Taiwan stocks plunged 492.93 points on October 8, with the three major institutional investors posting combined net sales of 732.95億元. Foreign investors recorded net sales of 758.52億元 for 3 consecutive days, mainly trimming holdings in panel and semiconductor stocks. Investment trusts shifted to net buying of 46.88億元, adding financial and plastics stocks, reflecting divergent institutional flows.

Facts

  • Taiwan’s weighted index closed down 492.93 points on October 8 at 49,313.44 points.
  • Foreign investors recorded net sales of Taiwan stocks for the 3rd consecutive trading day on October 8, with net sales totaling 758.52億元 for the day.
  • Investment trusts ended a run of net sales lasting 3 consecutive trading days on October 8, turning to net buying of 46.88億元.
  • The three major institutional investors posted combined net sales of 732.95億元 on October 8.

Companies mentioned:南亞科、中石化、緯創、台塑、中鋼、友達、鴻海、力積電、台新新光金、群創、台塑化、凱基金、中信金、京元電子、兆豐金、台灣高鐵、致伸、貿聯-KY、台積電、聯發科、台達電

Weng Hsiao-ling has had enough and vows to give her all in one effort! She angrily reveals the truth about not getting a general interpellation slot: “I don’t need permission to criticize the DPP”

Published ・ Source Taiwan | 風傳媒

The results of the convener elections for the 6th session of the 11th Legislative Yuan were announced, with the KMT yielding the convener position on the Judiciary and Organic Laws and Statutes Committee to the TPP’s Chen Chao-tzu. KMT Legislator Weng Hsiao-ling denied on Facebook that she had been silenced, saying she would continue to fully oversee government policies and budget reviews.

Facts

  • The results of the convener elections for the 8 standing committees in the 6th session of the 11th Legislative Yuan were: 8 seats for the DPP caucus, 7 for the KMT caucus and 1 for the TPP caucus.
  • The KMT caucus yielded the Judiciary and Organic Laws and Statutes Committee convener position to TPP Legislator Chen Chao-tzu, replacing incumbent convener Weng Hsiao-ling.
  • Weng Hsiao-ling denied being silenced or removed from the list of legislators scheduled for general interpellations, saying she simply did not draw an opportunity to speak in the first round.
  • Weng Hsiao-ling expects to have to wait until November for her individual interpellation slot.
  • Weng Hsiao-ling said that when she served as convener for 2 consecutive sessions, she missed many opportunities to question officials because she had to oversee the entire proceedings. Now, she can fully focus on overseeing government agencies’ policies and budgets.

Taipei is giving out money! Don’t throw away your BIGBANG Taipei Dome ticket stub: claim 600 yuan and enter a draw for round-trip tickets for 2

Published ・ Source Taiwan | 風傳媒

To welcome BIGBANG’s Taipei Dome concert, the Taipei City Government has launched a ticket-stub registration promotion. Concertgoers who register their tickets through the 台北通 App can receive 600 yuan in vouchers for use in shopping districts, night markets and traditional markets, and will have a chance to win round-trip airfare for 2. The initiative aims to boost local spending after the concert.

Facts

  • The Taipei City Government has launched a ticket-stub promotion for BIGBANG’s Taipei Dome concert, offering vouchers worth a total of 600 yuan.
  • The 600-yuan voucher package consists of a 200-yuan shopping district voucher, a 200-yuan night market voucher and a 200-yuan traditional market voucher.
  • Tickets can be registered from October 8 to October 18, 2026, and the vouchers are valid through November 8.
  • Participants must register their tickets through the “台北通” App. Each account may register up to 5 tickets.
  • In addition to the vouchers, those who complete registration will have a chance to win prizes including round-trip tickets for 2 on Asian routes.
  • The promotion is organized by the 台北市政府商業處.
  • The concert will be held at the Taipei Dome and feature the Korean group BIGBANG.

Companies mentioned:台北市政府商業處、台北通

玉山金 ESG initiative launches; Lai Ching-te says dual transformation is key to Taiwan’s path to net zero

Published ・ Source Taiwan | 風傳媒

玉山金控 held its 6th ESG initiative on the 8th, inviting President Lai Ching-te and more than 100 companies to take part, with a focus on dual transformation and net-zero goals.

Facts

  • 玉山金控 held the 6th “2026 E.SUN ESG Sustainability Initiative” on the 8th.
  • The event brought together nearly 130 high-quality companies from Taiwan and abroad.
  • President Lai Ching-te praised E.SUN as a steadfast pioneer in promoting sustainable development.
  • Environment Minister Peng Chi-ming said Taiwan has officially entered the era of carbon pricing.
  • Huang Nan-chou is chairman of 玉山金控 and E.SUN Bank.

Companies mentioned:玉山金控、玉山銀行、麥肯錫、臺科大、滙豐銀行

Original10/8新聞晚報|普發一萬最新進度曝,最快「這時間」領到、中央回應蔣萬安拋松山機場遷移、蔡英文訪美演說內容

Published ・ Source Taiwan | 風傳媒

This article covers five major political, economic and social news stories: the timeline for universal cash payments, the dispute over relocating Songshan Airport, Tsai Ing-wen’s speech in the U.S., a night market voucher promotion, a reshuffle of Legislative Yuan committee conveners and the dengue fever outbreak in Pingtung.

Facts

  • The Ministry of Finance plans for the first round of universal cash payments to be deposited as early as January 26, 2027, if the general budget passes on schedule.
  • Taipei Mayor Chiang Wan-an announced plans to relocate Songshan Airport and develop an approximately 300-hectare Taipei AI park.
  • The Executive Yuan and Ministry of Transportation and Communications responded to Chiang Wan-an’s Songshan Airport relocation plan, saying it had not been discussed with the central government beforehand.
  • In a speech at Stanford University, Tsai Ing-wen stressed that Taiwan is an irreplaceable manufacturer in the global AI and defense supply chains.
  • The Administration of Commerce at the Ministry of Economic Affairs launched the “Celebrate October—Exciting Market Vouchers” promotion, with vouchers to be distributed at 40 night markets across Taiwan starting October 10.
  • The list of conveners for the new Legislative Yuan session was announced, with the KMT yielding the Judiciary and Organic Laws and Statutes Committee convener position to TPP Legislator Chen Chao-tzu.
  • Pingtung County has reported its first locally acquired dengue fever case this year: a woman in her 40s tested positive for Type 4, and the source of infection is unknown.

Profits plunge and 9,000 jobs set to go! Porsche returns to internal-combustion sports cars, raises prices on top models and takes luxury route

Published ・ Source Taiwan | 風傳媒

Facing falling profits and market changes, Porsche announced a shift to a brand focused on high-priced luxury sports cars. It plans to cut 9,000 jobs, scale back electric-vehicle investment and refocus research and development on combustion-engine vehicles.

Facts

  • Porsche announced it will cut 25% to 30% of its workforce by 2030, equivalent to about 9,000 jobs.
  • Porsche's operating margin fell from 18% two years ago to 1.1% in 2025.
  • In 2025, Trump's steep tariffs caused Porsche direct losses of 700 million euros.
  • Porsche abandoned its target of having all-electric vehicles account for 80% of sales by 2030.
  • Porsche plans to introduce a new version of the Macan with a conventional internal-combustion engine in 2028.

Companies mentioned:保時捷(Porsche)、福斯集團(Volkswagen)、麥拉倫(McLaren)、法拉利(Ferrari)

Original許純美消失9年回來了!68歲氣炸喊「拍得像鬼」 50萬行頭、300億身家曝光

Published ・ Source Taiwan | 風傳媒

Original藝人許純美睽違9年召開記者會,針對遭媒體偷拍一事表達不滿,並澄清與年輕男子僅為司機關係。同時,她公開向第一任前夫李文清追討100萬元欠款,威脅將採取法律行動,引發媒體關注。

Facts

  • Hsu Chun-mei held another press conference on the 8th, after 9 years.
  • Hsu Chun-mei's outfit was worth more than 500,000 yuan and included an LV bag, Gucci sunglasses and a diamond watch.
  • Hsu Chun-mei was upset that the media secretly photographed her bare-faced and angrily said, “They made me look like a ghost.”
  • Hsu Chun-mei clarified that the young man accompanying her was not a new romantic partner, but only a temporary driver.
  • Original許純美向第一任前夫李文清追討100萬元欠款,否則將考慮法律途徑。

Companies mentioned:CTWANT、風傳媒、LV、Gucci、香奈兒

Taiwan's iconic bubble tea chains are nearly all gone! They once drew 1-hour lines and opened 140 stores islandwide; “now only 7 branches remain.” Online users point to 2 major fatal flaws

Published ・ Source Taiwan | 風傳媒

Taiwan's hand-shaken drink market generates more than 140 billion yuan annually. Once-dominant 清玉 declined to just 7 stores amid controversy over sugar content and marketing that manufactured scarcity; 綠蓋茶.館's NTU branch also closed at the end of December, leaving only 兩 stores.

Facts

  • According to the Ministry of Economic Affairs' latest statistics, annual revenue for beverage shops across Taiwan has topped 140 billion yuan.
  • Founded in 2006, 清玉 shot to fame in the summer of 2013 with its “Jade Lemon Tea” and had more than 140 branches at its peak.
  • 清玉's Jade Lemon Tea was tested by the media and found to contain as much sugar as 14 sugar cubes per cup.
  • 清玉 now has only 7 branches across Taiwan, in Taipei's Xihu, Kaohsiung's Gangshan and central Taiwan.
  • 綠蓋茶.館's NTU branch is expected to close on Dec. 27, leaving only its Ximen and Tamsui stores across Taiwan.

Companies mentioned:清玉、綠蓋茶.館

Original李蒨蓉沉默11年!認刻意避談「阿帕契」3字 揭當年生日躲家中崩潰內幕

Published ・ Source Taiwan | 風傳媒

Actress Lee Chien-jung revisited the 2015 Apache incident after 11 years, admitting that she is still affected by the psychological scars. She recalled hitting a low point on her birthday that year and shared how she drew strength from friendship, eventually learning to face criticism and make peace with herself.

Facts

  • Lee Chien-jung sparked controversy in 2015 after entering a restricted military area connected to Apache helicopters to take photos and check in.
  • Lee Chien-jung revisited the incident in a social media video 11 years later.
  • Lee Chien-jung admitted that she deliberately avoids the “Apache” characters, because they are tied to psychological scars that are difficult to erase.
  • Lee Chien-jung was celebrating her 37th birthday when the 2015 controversy erupted, and hid at home, afraid to celebrate.
  • A friend gave Lee Chien-jung a copy of The Courage to Be Disliked on her birthday to encourage her.
  • Lee Chien-jung said that online users still leave comments under her social media videos, repeatedly bringing up the Apache incident and criticizing her.
  • Lee Chien-jung said true courage means continuing to move forward even when you are still hurting inside.

How do you get to Taoyuan Airport in the middle of the night? 4 tips for getting there without spending big on a ride! See the latest 2026 Taoyuan Airport MRT extra-service schedule

Published ・ Source Taiwan | 風傳媒

Original機場捷運為因應紅眼航班需求增開加班車,本文提供2026年最新時刻表、票價及省錢交通攻略。

Facts

  • Original機場捷運自2025年下半年起增開清晨與深夜加班列車以滿足紅眼航班需求。
  • A direct train from A1 Taipei Main Station to A13 Terminal 2 takes about 39 minutes; a local train takes about 51 minutes.
  • A one-way ticket between A1 Taipei Main Station and either Terminal 1 or Terminal 2 costs 160 yuan.
  • The extra late-night local train departs A22 Laojie River Station at 23:50 and arrives at A13 Terminal 2 at 00:22.
  • 國光客運's route 1819 offers 24-hour service and frequent late-night departures, making it the cheapest top choice for getting to the airport at night.

Companies mentioned:機場捷運、國光客運、統聯、中華航空、華信航空、長榮航空、立榮航空、國泰航空、星宇航空、台灣虎航、全亞洲航空、iRent、富士捷、町草休行館 (Cho Stay)、環亞貴賓室、悠遊卡、一卡通、icash 2.0

The 115 National Games open on Oct. 17! Taoyuan City is ready to welcome athletes from across the country competing for the top spot!

Published ・ Source Taiwan | 風傳媒

The 115 National Games will be held in Taoyuan City from Oct. 17 to 22, with Taoyuan Mayor Chang San-cheng and Deputy Sports Minister Huang Chi-huang promoting the event together. The large-scale competition will draw more than 10,000 athletes to compete in 32 events, including many top international athletes, showcasing Taoyuan's energy as a sports city and the spirit of sports for all.

Facts

  • The 115 National Games will be held in Taoyuan City from Oct. 17 to 22.
  • The National Games feature 32 sports, with 12,643 athletes from across Taiwan taking part.
  • The National Games have no age restrictions. The oldest competitor is 88-year-old woodball player Chiu Chui-yuan, while the youngest is 6-year-old dance sport athlete Chiu Ching-hui.
  • Top athletes taking part include 2026 Asian Games swimming gold medalist Wang Kuan-hung, national archer Tang Chih-chun, national canoeist Chang Chu-han and powerlifting world-record holder Yang Sen.
  • After nearly 2 years of preparation, the Taoyuan City Government established a dedicated team of “5 divisions and 31 groups,” coordinated support from 84 agencies and completed repairs at 23 competition venues.

Explainer》Did the Lai administration create a new “cross-border repression” crime? Could surveilling Puma Shen bring up to 10 years in prison? Liang Wen-chieh lays out the proposed amendments!

Published ・ Source Taiwan | 風傳媒

Mainland Affairs Council Deputy Minister Liang Wen-chieh said current laws are too narrowly worded to address cross-border repression, including the surveillance of Puma Shen and the attack on Akio Yaita. The government is considering a legal amendment that would make such acts a separate offense, closing legal loopholes and strengthening penalties for foreign forces.

Facts

  • Mainland Affairs Council Deputy Minister Liang Wen-chieh said the government is ready to amend the law and hopes to win Legislative Yuan support to address cross-border repression.
  • Puma Shen was surveilled by a private investigator hired with funding from people in Hong Kong. Prosecutors indicted the suspects under the Personal Data Protection Act and sought a sentence of 1 year and 6 months.
  • Akio Yaita was beaten in Taichung by a group involved in cross-border violence. Prosecutors sought the statutory maximum sentence of 5 years in prison.
  • In the United States, people acting on the instructions of a foreign government who fail to register as required face up to 10 years in prison.
  • The current Anti-Infiltration Act covers only specific acts, such as violations of election laws, while the National Security Act deals with establishing organizations and leaking secrets.

Why are processional troupes an essential part of Taiwan temple festivals? They used to be more than paid performances; many people don't know their true identity

Published ・ Source Taiwan | 風傳媒

This article examines the cultural and social significance of processional troupes at Taiwan temple festivals, noting that they are more than performances: local village troupes help sustain a sense of community identity. It explores their history, funding, social role and the challenges of passing on the tradition today.

Facts

  • According to the Tainan City Traditional Arts Troupe Resource Network, processional troupes can broadly be divided by performance style into civil and martial troupes, or by type into professional and village troupes.
  • In his book Temple Festivals and Society, Hsieh Kuo-hsing describes village troupes as a cultural umbilical cord that sustains local identity and collective memory.
  • Guiren Renshou Temple, Baoxi Daitian Temple and Guanmiao Shanxi Temple have long maintained close ties, described as resembling a shared community of faith.
  • Starting in 2020, the Ministry of Culture listed processional troupes as a standalone grant category under the National Center for Traditional Arts' subsidy guidelines.
  • Research by the Taiwan Historica found that funerals are also occasions for processional troupe performances, which serve functions including comforting the spirits of the dead.

Lee Jae-myung-Zelensky diplomatic spat escalates! South Korea angrily recalls ambassador to Ukraine; 2 North Korean prisoners of war spark the row

Published ・ Source Taiwan | 風傳媒

South Korea recalled its ambassador to Ukraine on Oct. 8, saying it was dissatisfied that Ukrainian President Volodymyr Zelenskyy had publicly announced at the United Nations the transfer of North Korean prisoners of war, in violation of a confidentiality agreement. The two sides are also at odds over South Korea's fuel exports to Russia, keeping relations tense.

Facts

  • South Korea's Foreign Ministry formally announced on Oct. 8 that it was recalling its ambassador to Ukraine, Park Ki-chang.
  • Zelenskyy disclosed at the United Nations General Assembly on Sept. 23 that 2 North Korean prisoners of war had been transferred to South Korea.
  • Lee Jae-myung demanded that Ukraine issue a formal apology and acknowledge the arrangement.
  • Ukraine cited media investigations indicating that more than 176,000 metric tons of fuel were shipped from South Korea to Russia between July and August this year.
  • South Korean presidential chief spokesperson Kang Yoo-jung refuted Ukraine's criticism of South Korea's policy.

Wu Xuzhi makes a push in western Zhubei! Joins Wang Binghan to rally local representatives and village chiefs, making meat market transformation and traffic improvements the main livelihood issues in his mayoral campaign

Published ・ Source Taiwan | 風傳媒

Zhubei mayoral candidate Wu Xuzhi visited the Hsinchu Meat Market on the 8th with several village chiefs and elected representatives to inspect the site. He proposed establishing a direct-sales center and improving traffic flow to promote local agriculture and development in the western district.

Facts

  • Wu Xuzhi visited the Hsinchu Meat Market on the 8th with Wang Binghan and others to discuss setting up a “Zhubei Meat Direct-Sales Center.”
  • Wang Binghan suggested assessing whether to reroute market access to the flood-control road to ease traffic pressure.
  • Market General Manager Zhan Haozhi said expansion would require resolving the acquisition of state-owned land between the market grounds and the flood-control road.
  • Xinzhuang Village Chief Yu Qinghui suggested linking state-owned land, Xinzhuang Park and Xinzhuang Bridge to create a recreational corridor.
  • Wu Xuzhi stressed that if elected mayor, he would coordinate roads, parking and surrounding facilities to revitalize leisure tourism in the western district.

星展基金會 expands support for a super-aged society, announces Taiwan's first recipient of the Excellence in Impact Award, and invests a further more than NT$340 million, benefiting 124,000 people

Published ・ Source Taiwan | 風傳媒

星展基金會 announced an investment of more than NT$340 million and launched 3 major eldercare projects with Youben, 揚生慈善基金會 and 基督教芥菜種會. It also announced Hongyang Health Services as the first recipient in Taiwan of the “星展基金會 Excellence in Impact Award,” with the projects expected to benefit 124,000 people.

Facts

  • 星展基金會 announced an investment of 12.77 million Singapore dollars (approximately NT$320 million) to launch 3 major projects, and awarded 1 million Singapore dollars (approximately NT$25 million) to Hongyang Health Services.
  • The 3 major projects are expected to benefit more than 124,000 people, including training 2,448 care workers and helping 7,200 family caregivers maintain stable employment.
  • 有本股份有限公司 is rolling out the “安心返家支持服務” (“A Safe Return Home Support Service”) to help older adults living alone return home after hospital discharge. It is the first to introduce a “14 days of care support + 1 year of ongoing companionship” model.
  • 揚生慈善基金會 is rolling out the “Healthy Self-Healing Initiative,” combining in-person classes with digital companionship via LINE, and expects to serve 6,080 older adults over four years.
  • 基督教芥菜種會 is rolling out the “Empowerment Star Program,” establishing 18 community empowerment centers across Taiwan to help caregivers in vulnerable families improve their employability.

Companies mentioned:星展基金會、有本股份有限公司、揚生慈善基金會、基督教芥菜種會、宏陽健康事業股份有限公司、星展銀行(台灣)

Why could ancient eunuchs read imperial edicts aloud if they were illiterate? It turns out TV dramas get it wrong—the real history was very different

Published ・ Source Taiwan | 風傳媒

The article says scenes in period dramas depicting eunuchs reading imperial edicts aloud do not match historical fact; formal edicts were usually read by imperial envoys. It also clarifies that not all eunuchs were illiterate: senior eunuchs in the Tang dynasty and Li Lianying in the Qing dynasty, among others, could read and write, and the process for proclaiming an edict was extremely rigorous.

Facts

  • Formal imperial edicts in ancient times were usually read by imperial envoys, and eunuchs rarely read edicts on major state affairs.
  • In the Tang dynasty, the Hanlin Academy drafted confidential edicts, which were completed only after the emperor personally reviewed and approved them and affixed the imperial seal.
  • After founding the Ming dynasty, its first emperor, Zhu Yuanzhang, restricted eunuchs from studying and becoming literate and kept their official ranks low.
  • Eunuchs such as An Dehai and Li Lianying, who served Empress Dowager Cixi in the Qing dynasty, had some degree of literacy.

Obesity is not just a matter of willpower! Novo Nordisk teams up with 屈臣氏 to promote the “Good Neighbor Weight Management Program”

Published ・ Source Taiwan | 風傳媒

台灣諾和諾德 and 屈臣氏 launched the “Good Neighbor Weight Management Program” on Oct. 8 in response to the public health challenge of more than half of Taiwan's adults being overweight or obese. The program will provide free health screenings and consultations through a network of community stores to raise awareness of metabolic health.

Facts

  • Currently, 51.3% of adults in Taiwan are overweight or obese, and the number of people with obesity has increased by more than 1 million over the past decade.
  • 台灣諾和諾德 and 屈臣氏 signed a memorandum of understanding for the “Good Neighbor Weight Management Program” on Oct. 8.
  • A survey of 1,000 屈臣氏 app members aged 20 and older found that 60% of respondents used only weight or appearance to assess their weight-loss results.
  • During the campaign, free InBody body composition analysis will be available at 10 designated stores across Taiwan.
  • The “CHECK YOUR BMI: Better Health, Less Burden” service is being offered at 248 pharmacist-staffed stores across Taiwan, with professional pharmacists providing one-on-one consultations.

Companies mentioned:台灣諾和諾德、屈臣氏

OriginalBIGBANG台北大巨蛋合體倒數!GD搭2700萬勞斯萊斯現身 太陽、大聲搭大韓航空

Published ・ Source Taiwan | 風傳媒

K-pop supergroup BIGBANG members GD, Taeyang and Daesung are set to come to Taiwan for a concert at the Taipei Dome. GD arrived at the airport in a luxury 勞斯萊斯 and quickly entered the business center; he is expected to fly to Taiwan on a private jet. Taeyang and Daesung are flying with 大韓航空, and the three will meet in Taiwan.

Facts

  • GD arrived at Gimpo Airport in a 勞斯萊斯 Cullinan SUV valued at approximately NT$27 million.
  • GD did not linger outside after getting out of the car; he was seen for less than 1 second before entering the airport business center.
  • Taeyang and Daesung flew to Taiwan with 大韓航空 to meet GD.
  • BIGBANG will hold a 3-day concert at the Taipei Dome from Oct. 9 to 11.
  • Admission to BIGBANG's Taipei Dome concert will be strictly under a real-name registration system; attendees must bring valid identification and their tickets.
  • The front of the 勞斯萊斯 Cullinan features a large vertical chrome grille inspired by the Parthenon in Greece.
  • BIGBANG's Taipei Dome concert will start at 6 p.m. each night.

Companies mentioned:勞斯萊斯、大韓航空、超級圓頂

After 40 years of marriage, they decided to live apart after retirement! The 68-year-old couple did not divorce and say their relationship has actually improved

Published ・ Source Taiwan | 風傳媒

A 68-year-old Japanese couple married for more than 40 years chose to remain married but live apart after retiring because they had different lifestyle preferences: the husband wanted to move to the countryside, while the wife wanted to stay in the city. The arrangement increased how often they communicate and reduced friction in daily life, but they must also manage double living costs and have agreed to reassess their future care needs regularly.

Facts

  • 68-year-old Makoto Takahashi and his wife Keiko have been married for more than 40 years and chose to live apart after retirement.
  • The couple receive a combined pension of approximately 280,000 yen per month.
  • Japan's Ministry of Internal Affairs and Communications reported in its 2025 Family Income and Expenditure Survey that the average monthly consumption expenditure for an unemployed household consisting of a couple aged 65 and older was 263,979 yen.
  • The average monthly consumption expenditure for an unemployed one-person household aged 65 and older was 148,445 yen.
  • Original日本內閣府《令和8年版高齡社會白皮書》顯示,日本65歲以上人口中,有40.9%表示有參與某種社會活動。
  • Among older adults who participate in social activities, 84.6% said they “strongly” or “somewhat” feel a sense of purpose in life.
  • The couple agreed to revisit their living expenses and living arrangements about once every six months.

Companies mentioned:資產形成GOLD ONLINE、日本總務省統計局、日本內閣府

Store water now! 5 counties and cities face major outages tomorrow, with the longest lasting 10 hours from morning to night; check your home's outage area in one click

Published ・ Source Taiwan | 風傳媒

台灣自來水公司 announced planned water outages in 5 counties and cities across Taiwan on Oct. 9 for maintenance work. Some areas of Yunlin and Taichung will be without water for as long as 10 hours and 8.5 hours, respectively. Residents are urged to store water in advance and use it carefully.

Facts

  • 台灣自來水公司 announced planned water outages or reduced water pressure on some streets in 5 counties and cities on Oct. 9 due to pipeline replacement, wastewater projects and 台電 equipment maintenance.
  • The outage in Kouhu Township, Yunlin County, on Oct. 9 will be the longest, lasting 10 hours.
  • The outage in Xitun District, Taichung, on Oct. 9 will last 8.5 hours.
  • The outage in Taipei's Zhongshan, Shilin and Neihu districts on Oct. 9 will last 6 hours in each district.
  • 台灣自來水公司 advises customers to finish storing water at least 6 hours before the outage.
  • If the power to a water pump is not turned off during an outage, the motor may overheat and malfunction if left running, potentially creating a fire risk.
  • Due to 台電 equipment maintenance, Liujiao Township and Puzi City in Chiayi County will have a 4-hour water outage from 9 a.m. to 1 p.m. on Oct. 9.

Companies mentioned:台灣自來水公司、台電

A search warrant is not a license for unlimited enforcement. Taiwan Forward asks: Why were more than 50 people taken in? Taiwan Forward calls for a judicial investigation into the search of Commander D, an LGBTQ bar

Published ・ Source Taiwan | 風傳媒

Taiwan Forward Front filed a complaint against the Wanhua Precinct with the Taipei District Prosecutors Office on Oct. 7, alleging that officers acted unlawfully when they searched Ximending bar Commander D on Oct. 3, including conducting an illegal search, depriving people of their freedom of movement and using coercion. It called for a judicial investigation.

Facts

  • Taiwan Forward went to the Taiwan Taipei District Prosecutors Office on Oct. 7 to file a criminal complaint over the conduct of Wanhua Precinct officers during their Oct. 3 search of LGBTQ bar Commander D in Ximending.
  • Those participating in the complaint included several city council candidates, including Li Huixuan, Wang Zhenting, Wu Xindai, Xie Minhong and Chen Wanyu.
  • The Wanhua Precinct said it searched Commander D at about 4 p.m. on Oct. 3 under a search warrant after receiving a public tip alleging the bar was involved in offenses against public decency.
  • People at the scene said police barred them from recording audio or video, seized their phones, and even prevented them from putting on their clothes.
  • After the search ended, police took 51 people from the scene and brought them to the police station under police control.
  • Taiwan Forward said the officers’ conduct may constitute crimes under the Criminal Code: public officials taking advantage of their positions to commit unlawful detention under Article 302, coercion under Article 304, and unlawful search under Article 307, as specified in Article 134.

Are helmets regular trash or recyclable? Environmental protection bureaus reveal the correct disposal methods in each county and city—avoid a fine of 6,000 yuan for throwing one away incorrectly

Published ・ Source Taiwan | 風傳媒

Environmental protection bureaus warn that people who fail to sort discarded helmets as required could face a fine of up to 6,000 yuan. Drawing on information from the Taiwanese nonprofit environmental organization RE-THINK重新思考, this article explains recycling principles based on helmet materials and lists specific disposal rules across Taiwan, including differences in disassembly and disposal in Taipei, New Taipei, Taoyuan and other areas.

Facts

  • Discarded helmets that are not sorted and disposed of as required are subject to a fine of up to NT$6,000 under the Waste Disposal Act.
  • Discarded helmets are made of various composite materials and can be separated into four parts: the shell and visor, the polystyrene foam liner, the cushioning and fabric interior, and the fasteners and double-D buckle.
  • In Taipei City, discarded helmets do not need to be disassembled and can be handed over intact to a recycling truck.
  • In New Taipei City, the lining must first be removed from discarded helmets. The lining is regular trash and must be bagged, while the shell is classified as other plastics and should be handed to a recycling truck.
  • In Hualien County and Lienchiang County, entire helmets are non-recyclable and should be disposed of as regular trash.

Companies mentioned:RE-THINK重新思考

Graphic》NT$10,000 cash handout is coming! Eligibility and five ways to collect it at a glance; Finance Ministry reveals the earliest deposit date

Published ・ Source Taiwan | 風傳媒

The Executive Yuan on the 8th approved a plan for a NT$10,000 cash handout. The Finance Ministry said that, if the budget bill passes on schedule, people may receive the money before Lunar New Year. There are several ways to collect it, including online registration, ATMs, post offices and direct deposits, and eligibility covers most citizens as well as certain foreign nationals.

Facts

  • The Executive Yuan on the 8th approved the “AI Dividend for All: NT$10,000 Cash Handout Plan”.
  • Those eligible for the NT$10,000 cash handout include citizens with registered household status in Taiwan, citizens without household registration who have obtained a residence permit, and foreign nationals who have obtained permanent residency, among others.
  • There are five ways to receive the cash handout: online registration, ATM withdrawals, post office withdrawals, direct deposits, and distribution based on a beneficiary registry.
  • ATM withdrawals open on Feb. 15, and post office withdrawals open on Feb. 22.
  • The deadline for the general public to claim the cash handout is Aug. 31. Newborns born by the end of 116 can claim it through Jan. 31, 117.
  • ATM withdrawals involve 17 financial institutions, including 8 state-owned banks, private banks such as CTBC and Cathay United Bank, and the post office.

China fiberglass ban takes effect! Who benefits most: 台玻, 南亞 or 富喬? The real upside for the “Five Tigers of fiberglass cloth” goes beyond this!

Published ・ Source Taiwan | 風傳媒

The Ministry of Economic Affairs announced on Oct. 7 that imports of glass-fiber silicone sleeves made in mainland China would be halted. The Five Tigers of fiberglass cloth all rose that day, but the real upside comes from the supply shortage and wave of price hikes for high-end fiberglass cloth driven by AI servers.

Facts

  • On Oct. 7, the Ministry of Economic Affairs announced a halt to imports into Taiwan of CCC7019.90.90.19-6EX “glass-fiber silicone sleeves” made in mainland China.
  • The Five Tigers of fiberglass cloth all closed higher on Oct. 7: 台玻 closed at NT$65.7, up 9.87%; 南亞 closed at NT$314, up 7.17%; 德宏 closed at NT$193, up 6.63%; 建榮 closed at NT$90, up 5.88%; and 富喬 closed at NT$132.5, up 4.33%.
  • 南亞 rose for 4 consecutive trading days, gaining 23.62% in total.
  • 南亞 reported August revenue of NT$30.601 billion, up 46.75% year over year and a 50-month high.
  • 富喬 reported August revenue of NT$912 million, up 79.21% year over year and setting a new monthly record.
  • 摩根士丹利 forecasts that the supply shortage of Low Dk fiberglass cloth will reach 40% in 2026.
  • The president of 日東紡, Lin Shou-hsin, said existing T-Glass capacity is already fully utilized.

Companies mentioned:台玻、南亞、富喬、建榮、德宏、日東紡、摩根士丹利

Retired at 65 and spent NT$7 million on a home for retirement! No mortgage or rent, but 7 years later it became a nightmare: the decision he regrets most

Published ・ Source Taiwan | 風傳媒

A Japanese man, Mr. A, bought a home with cash upon retirement, leaving him short of liquid funds. After his wife died, he lived alone and faced difficulties with maintenance and selling the property. Experts warn of the hidden costs and risks of owning a home.

Facts

  • 7 years after buying the home, Mr. A’s wife suffered a stroke that paralyzed her lower body. Mr. A renovated the first floor and left the second floor and garden unused while caring for her.
  • After his wife died at 74, Mr. A lived alone and faced repair costs for a home more than 10 years old, including waterproofing and termite control, with each bill often exceeding 100,000 yen.
  • Mr. A tried to sell the home but was told that, because it was far from the station, it would be difficult to sell quickly. The property could not easily be converted into liquid cash.
  • Citing Robert Kiyosaki, experts said a primary residence is not an asset because it generates no cash flow and continually consumes money. Retirees need to assess ownership costs, liquid funds and resale potential.

Companies mentioned:THE GOLD ONLINE

First locally acquired dengue case of the year found in Pingtung! Woman in her 40s tests positive for Type Four; source of infection remains unknown

Published ・ Source Taiwan | 風傳媒

The Centers for Disease Control announced the first locally acquired dengue case of the year in Pingtung County: a woman in her 40s infected with Type Four virus. Health authorities have launched emergency chemical control measures and expanded testing, urging the public to take steps to prevent mosquito bites.

Facts

  • Pingtung County has reported the first locally acquired dengue case of the year. The patient, a woman in her 40s who lives in the county, tested positive for Type Four dengue.
  • During the incubation period, the woman’s main activities were near her home in Pingtung County. She had no history of overseas travel, and the case is believed to have been locally acquired.
  • Locally acquired dengue cases have been reported in counties and cities across Taiwan, including Changhua, Kaohsiung and Pingtung; Changhua has a cluster.
  • According to the CDC’s latest monitoring data, 188 confirmed dengue cases have been recorded nationwide so far this year, including 13 locally acquired cases.
  • Dengue Type Four usually causes the mildest symptoms, often only a slight fever or no symptoms at all, making infected people a hidden link in community transmission.

Original台北洲際酒店開幕1》為何選址大巨蛋?總座羅嘉麒揭秘:搶攻高端客,目標2027年住房率衝8成

Published ・ Source Taiwan | 風傳媒

Original台北洲際酒店於8日開幕,進駐大巨蛋園區,鎖定高端及國際客群,目標2027年住房率8成。

Facts

  • 台北洲際酒店 officially opened on the 8th.
  • 台北洲際酒店 has a total of 347 guest rooms and suites.
  • Original台北洲際酒店設定2027年住房率達8成的營運目標。
  • The general manager of 台北洲際酒店 is 羅嘉麒 (Robbert Manussen).
  • 台北洲際酒店 has 51 serviced apartments.
  • 台北洲際酒店 hopes to achieve an average room rate starting at US$300 in the future.

Companies mentioned:台北洲際酒店、洲際酒店及度假村、IHG洲際酒店集團、風傳媒

Aiming for a Premier12 title and Olympic medals! Korean pro baseball launches three-year strengthening plan to align with international standards and improve players’ adaptability

Published ・ Source Taiwan | 風傳媒

The 韓國棒球委員會 (KBO) unveiled a three-year strengthening strategy, targeting the 2027 Premier12 title and medals at the 2028 Olympics. Measures include establishing an international division, reforming league rules such as the extra-inning tiebreaker and automated ball-strike system, and strictly regulating players’ commercial activities to improve the national team’s competitiveness and bring it in line with international standards.

Facts

  • The 韓國棒球委員會 (KBO) unveiled its “K Baseball Competitiveness Strengthening Strategy” for the next three years at its 3rd board meeting, held on the 7th.
  • The plan’s top priority is to win the 2027 Premier12 title and medals at the 2028 Los Angeles Olympics.
  • KBO established the “KBO International Division” to handle national team operations.
  • The regular season will introduce an extra-inning tiebreaker to strengthen players’ ability to adapt to high-pressure conditions in international competitions.
  • The Korean league will adjust the season dates specified in contracts to Jan. 25 through Nov. 23.
  • Current players will need prior approval to take part in commercial activities. The rule takes effect on New Year’s Day 2027.
  • KBO established four core priorities: strengthening the national team structure, improving league competition rules, systematizing player development, and cultivating coaches.

Companies mentioned:韓國棒球委員會、KBO、韓華鷹隊

A solution to this 1 traffic-jam nightmare! Government pours in NT$16.8 billion to widen the road to 8 lanes, slashing travel time by 19 minutes; earliest completion date revealed

Published ・ Source Taiwan | 風傳媒

Executive Yuan political minister Chen Chin-te announced that the basic design for widening National Highway 1 between Houli and Daya has been approved. The project has a total budget of NT$16.88 billion and is expected to begin in 2027 and be completed in 2032, aiming to resolve a longstanding traffic bottleneck in Taichung.

Facts

  • The widening project for National Highway 1 between Houli and Daya has a total budget of NT$16.88 billion.
  • The widening project for National Highway 1 between Houli and Daya is expected to begin in April 2027, with the entire project completed in June 2032.
  • After widening, the mainline of National Highway 1 between Houli and Daya will expand from 6 lanes in both directions to 8 lanes.
  • The widening project on the Houli–Daya section of National Freeway 1 extends from the Houli Interchange in the north to the Daya System Interchange in the south, covering approximately 12.5 kilometers.
  • After the widening of the Houli–Daya section of National Freeway 1 is completed, travel between Fengyuan and the Daya System Interchange is expected to be 19 minutes shorter.
  • The widening project on the Houli–Daya section of National Freeway 1 includes rebuilding the entire Dajia River Bridge and 3 overpass bridges.
  • The widening project on the Houli–Daya section of National Freeway 1 will be integrated with improvements to the Fengyuan Interchange, including the addition of a southbound entrance ramp.

Chiang Wan-an floats relocating Songshan Airport, hitting a weak spot for the DPP? Chang Ching-sen reveals 3 major obstacles that have stalled the plan for 30 years: even Tsai Ing-wen backed down at the time

Published ・ Source Taiwan | 風傳媒

Taipei Mayor Chiang Wan-an recently proposed relocating Songshan Airport. Former Minister without Portfolio Chang Ching-sen said the issue has been stalled for 30 years by technical, vested-interest and partisan factors, and questioned whether the move was a political ploy by the KMT to strike back at the DPP in its strongholds.

Facts

  • Chiang Wan-an suddenly floated a plan to relocate Songshan Airport on the 8th, prompting public discussion.
  • Former Executive Yuan Minister without Portfolio Chang Ching-sen said the relocation of Songshan Airport has been stalled for 30 years by 3 major issues: technical challenges, vested interests and partisan election politics.
  • Chang Ching-sen once served as director of the Urban Development Bureau under the Chen Shui-bian city government. He was just 36 at the time and took part in a study group on relocating Songshan Airport.
  • In 2015, Tsai Ing-wen's team, concerned about political risks, advised Yao Wen-chih to delay announcing a target for relocating Songshan Airport.

Plague scare reported in Russia? CDC urgently contacts WHO for a response

Published ・ Source Taiwan | 風傳媒

The CDC contacted WHO to inquire about a suspected plague outbreak in Russia's Irkutsk region. WHO replied that there were no plague cases there, only cases of severe pneumonia, and urged the public not to panic.

Facts

  • The CDC has contacted the World Health Organization through the International Health Regulations focal point to verify reports of an outbreak in Russia.
  • WHO formally replied that no plague cases had been reported in Russia's Irkutsk region.
  • Only one employee of a Russian plague-control research institute has contracted severe pneumonia.
  • WHO said there is currently insufficient evidence to reach a conclusion on whether this incident poses a potential risk to the public.
  • Taiwan has had no plague cases since 1953.

Is a lease clause banning tenants from registering their household address legally valid? Many renters get the real answer wrong

Published ・ Source Taiwan | 風傳媒

This article explains that a clause in a residential lease prohibiting tenants from registering their household address is invalid because it violates Ministry of the Interior rules and the Consumer Protection Act. Renters can apply to register their address based on their actual residence; landlords cannot exempt themselves from the rules by citing private ownership, and registration does not affect property rights.

Facts

  • The Ministry of the Interior's Regulations on Matters to Be Included in and Excluded from Standard Form Residential Lease Contracts explicitly prohibit clauses stating that tenants may not register their household address.
  • Following a 2023 amendment, residential lease agreements are considered consumer relationships between landlords and tenants and are subject to the Consumer Protection Act.
  • Standard-form contract clauses that violate the prohibited matters are invalid, but the rest of the contract generally remains in effect.
  • A tenant applying to establish a household separately may use a notarized lease, or submit an unnotarized lease together with documents such as the property ownership certificate.
  • A property owner may apply to temporarily transfer the household registration of all residents to a household registration office if the entire household has moved out, no one actually lives there and their whereabouts are unknown.

Original譚松韻《蘭香如故》輸了!陸劇「高智商女主角」TOP6冠軍是她:不擇手段達成目的,惡女人設爆紅

Published ・ Source Taiwan | 風傳媒

This article reviews 6 Chinese dramas featuring high-IQ female leads. Story of Kunning Palace takes the top spot, while The Legend of Rosy Clouds ranks sixth, reflecting the popularity of stories about powerful female leads making comebacks.

Facts

  • The Legend of Rosy Clouds, starring Tan Songyun and Liu Xueyi, ranks 6th in the list.
  • Peach Blossom Shines Upon the River, starring Meng Ziyi and Liu Xueyi, ranks 5th in the list.
  • The Double, starring Wu Jinyan, ranks 4th in the list.
  • Blossoms in Adversity, starring Zhang Jingyi, ranks 3rd in the list.
  • Sheng Minglan, played by Zhao Liying in The Story of Minglan, ranks 2nd in the list.
  • Story of Kunning Palace, starring Bai Lu and Zhang Linghe, ranks 1st in the list.

CPBL Challenge Series Elephants vs. Lions opens 10/9! Why are De Paula and Uni-Lions' Riely missing? See the full 32-man roster here

Published ・ Source Taiwan | 風傳媒

Original2026年中華職棒季後挑戰賽將於10月9日開打,中信兄弟與統一7-ELEVEN獅兩隊各帶32人名單,兄弟憑下半季冠軍取得1勝優勢,統一獅須搶3勝逆襲。賽事將考驗雙方投手調度與戰術運用,德保拉與銳力獅缺席成為焦點。

Facts

  • The 2026 CPBL postseason challenge series gets underway on October 9, with second-half champions 中信兄弟 facing 統一7-ELEVEN獅.
  • As second-half champions, 中信兄弟 receive a 1-win advantage under the format and need only 2 more wins to advance to the Taiwan Series.
  • 統一獅 must win 3 of a maximum of 4 games to complete a comeback.
  • 中信兄弟 finished at the bottom of the standings in the first half of the season, then won the second-half title with a 36-24 record.
  • 中信兄弟 selected 3 foreign pitchers: Roggo, Winning Knight and Felix. 統一獅's foreign-pitcher lineup is led by Brock, Stephen and Jordan.
  • De Paula was left off 中信兄弟's postseason challenge series roster while recovering from surgery, while Riely was absent from 統一獅's roster because he had returned home for the birth of his child.

Companies mentioned:中信兄弟、統一7-ELEVEN獅

Taiwan's top table tennis players face off! The 115 Pacific Cup National Table Tennis Championships open in Hualien on October 9

Published ・ Source Taiwan | 風傳媒

Original中華民國桌球協會與花蓮縣體育會將於2026年10月在花蓮舉辦太平洋盃全國桌球錦標賽,匯集全國頂尖好手爭奪榮譽,展現花蓮體育軟實力。

Facts

  • The 2026 Hualien Pacific Cup National Table Tennis Championships will be held from October 9 to October 15 in ROC year 115.
  • The tournament is jointly organized by the Chinese Taipei Table Tennis Association and the Hualien County Physical Education Association.
  • Hualien County Magistrate Hsu Chen-wei visited the competition venue in person to check on the event.
  • The chair of the Table Tennis Committee of the Hualien County Physical Education Association is Hsu Jung-hung.
  • Competitors include leading athletes from various counties and cities who took part in the social division of the 114 Presidential Cup, the 114 Pacific Cup and the National Games finals.
  • The table tennis championships will be held at the Hualien County Stadium.

Bringing art across a century and into everyday life, 國泰金控 welcomes nearly 100,000 visitors to enjoy Mucha's classics

Published ・ Source Taiwan | 風傳媒

The Mucha Centennial Classics Special Exhibition, primarily sponsored by 國泰金控, closed in Tainan in 2026 after attracting nearly 100,000 visitors to see 156 groups of rare original works. The exhibition put the idea that art is part of everyday life into practice, bringing world-class art within close reach of the public.

Facts

  • The New Art Realm: Mucha Centennial Classics Special Exhibition opened in Tainan in 2026 and concluded successfully.
  • The exhibition, primarily sponsored by 國泰金控, attracted nearly 100,000 visits.
  • The exhibition featured 156 pieces of rare original works from the Mucha family's collection.
  • 國泰金控 held a public-benefit viewing day during the exhibition, inviting local schoolchildren in Tainan to visit for free.
  • Original國泰金控自2025年攜手美國大都會博物館珍藏來台後,2026年再度支持慕夏特展。

Companies mentioned:國泰金控、美國大都會博物館、雲門舞集

Original古代發行上億兩白銀,清朝滅亡後為何都消失了?電視劇沒演的4大去處,這一種最可惜

Published ・ Source Taiwan | 風傳媒

This article examines four destinations for silver after the fall of the Qing dynasty: losses during smelting, burial and sealing underground, outflows as compensation under unequal treaties, and government recovery for conversion into industrial materials. It explains how silver shifted from currency to a strategic resource.

Facts

  • During the Qianlong era of the Qing dynasty, one tael of silver had immense purchasing power and could buy as much as 80 jin of grain.
  • Original清朝簽訂《馬關條約》,需賠償日本2億兩白銀。
  • Original清朝簽訂《辛丑條約》,其「庚子賠款」金額高達4.5億兩白銀。
  • Large quantities of silver and treasure were buried in Empress Dowager Cixi's tomb, sealing the silver underground.
  • Because of its excellent electrical and thermal conductivity, silver is widely used in industries including electronics, chemicals, aerospace and medicine.
  • During the Ming dynasty, silver formally became an important currency in private circulation and was commonly known as sycee.
  • During the Yuan dynasty, the popularity of paper money (jiaochaos) once again weakened silver's dominant position.

What benefits can you claim at age 65? 12 payments are available! A 2026 guide to senior benefits, including subsidies for older adults in the six special municipalities, health insurance premiums and senior cards

Published ・ Source Taiwan | 風傳媒

This article compiles the various welfare benefits available in 2026 to residents aged 65 and older in Taiwan’s six special municipalities (Taipei, New Taipei, Taoyuan, Taichung, Tainan and Kaohsiung), including senior citizens’ card points, Chongyang Festival cash gifts, health insurance premium reductions and living allowances. It details eligibility, differences in benefit amounts, household registration requirements and income review criteria in each municipality, and reminds the public that these benefits are not automatically granted and require meeting specific rules.

Facts

  • Starting in July 2026, the monthly points on senior citizens’ cards in Taipei and New Taipei will both increase from 480 to 600.
  • Among the 2026 Chongyang Festival gifts for seniors in the six special municipalities, Taoyuan offers 2,500 yuan to ordinary seniors aged 65-98, the highest amount among the six municipalities for those aged 65.
  • Government subsidies for seniors’ health insurance premiums are generally applied as reductions or paid directly to the National Health Insurance Administration’s insured units, rather than transferred directly to seniors’ personal accounts.
  • Starting in July 2026, Kaohsiung’s living allowance for low- and middle-income seniors will be adjusted to two tiers of 10,286 yuan and 5,142 yuan per month.
  • Taoyuan and Taichung offer ordinary seniors subsidies for full-mouth removable dentures, with a maximum subsidy of 44,000 yuan.

Japan bets 2.6 trillion! Rapidus recruits 17 firms to race toward 2-nanometer mass production in 2027. Who dares to shift orders from 台積電?

Published ・ Source Taiwan | 風傳媒

Japanese semiconductor startup Rapidus announced the establishment of “Rapidus CORE,” bringing together 17 chip design-related companies to help customers adopt its 2-nanometer process from the design stage and attract them to shift orders from 台積電.

Facts

  • Rapidus announced the establishment of “Rapidus CORE,” with the first group comprising 17 chip design-related companies.
  • Rapidus’ first members include Synopsys, Cadence, Infosys, Wipro, TOPPAN, 大日本印刷 and 東芝情報系統, among 17 companies.
  • Rapidus aims to begin mass-producing 2-nanometer chips in the second half of fiscal 2027 (October 2027 to March 2028).
  • Rapidus launched a pilot production line in Chitose, Hokkaido, in April 2025, using technology from IBM.
  • The Japanese government’s research and development support for Rapidus, including its maximum commitment and funding already provided, totals 2.604 trillion yen.
  • The overall investment in the 2-nanometer generation is estimated to exceed 4 trillion yen.
  • Currently, only a handful of companies worldwide can produce chips in the 2-nanometer generation, including 台積電, 三星 and 英特爾.
  • Executives at potential customers that already have wafers in production at 台積電 worry that if they switch to Rapidus and it fails, they may not be able to return to 台積電.

Companies mentioned:Rapidus、Synopsys、Cadence、Infosys、Wipro、TOPPAN、大日本印刷、東芝情報系統、豐田、Sony、IBM、台積電、三星、英特爾、White Oak Capital、岩井Cosmo證券、Omdia

Taiwan | 鉅亨網(50)

熙特爾 recruits Astera Labs’ Gan Bolong as director; extraordinary shareholders’ meeting approves cash capital increase for market transfer

Published ・ Source Taiwan | 鉅亨網

熙特爾新能源 (7740-TW) shareholders approved a cash capital increase at an extraordinary meeting on the 8th to facilitate its transfer to the main board, and appointed Astera Labs Asia-Pacific Vice President Gan Bolong as a new director to strengthen its professional positioning in AI data center energy infrastructure.

Facts

  • 熙特爾新能源 held an extraordinary shareholders’ meeting on the 8th and approved a share issuance through a cash capital increase to facilitate its application for transfer to the main board.
  • Gan Bolong, Asia-Pacific vice president and Taiwan general manager of U.S.-listed Astera Labs, was elected a director of 熙特爾新能源.
  • 熙特爾新能源’s stock ticker is 7740-TW.
  • Astera Labs specializes in high-speed connectivity and management chips for AI infrastructure.
  • 熙特爾 has built a strong technical foundation in batteries, BMS, EMS, large-scale energy storage and power system integration.

Companies mentioned:熙特爾新能源、SEETEL New Energy、Astera Labs

Musk calls for transfer; could advanced 2-nanometer process technology leak overseas? Gong Mingxin reveals key strategy behind Taiwan firms’ 10-year push into the U.S.

Published ・ Source Taiwan | 鉅亨網

Economics Minister Gong Mingxin explained that Taiwan firms’ U.S. investment strategy has shifted toward building an AI supply chain ecosystem, and clarified rumors about technology transfer by 台積電. He also confirmed that offshore wind project bids are under review and that an appeal will be filed over the environmental review dispute involving the second phase of the Taichung power plant to ensure operations in 2025.

Facts

  • Economics Minister Gong Mingxin spoke to the media before chairing a ministry meeting on the 8th, discussing issues including Taiwan firms’ U.S. investment plans.
  • Gong Mingxin said the rationale for Taiwan firms’ U.S. investments has changed, with the aim of building an irreplaceable AI supply chain ecosystem.
  • In response to rumors about Musk’s desire for Taiwan to transfer advanced process technology and the alleged leakage of 台積電’s 2-nanometer technology, the Ministry of Economic Affairs declined to comment and said 台積電’s official statement should be taken as authoritative.
  • The Ministry of Economic Affairs and 台電公司 will cooperate with the Ministry of Environment to provide evidence and ensure the second-phase gas-fired units at the Taichung power plant begin operations as scheduled in 2025.

Companies mentioned:台積電、TEEMA、台電公司

Original〈大立光法說〉Q3純益季增1成 前3季每股賺121.98元 美系客戶下修新機訂單11月動能下滑

Published ・ Source Taiwan | 鉅亨網

大立光 posted after-tax net profit of 5.182 billion yuan in the third quarter, up 11% quarter on quarter. CEO Lin En-ping said a U.S. customer has cut orders for new models and momentum is expected to weaken in November. Gross margin fell structurally due to its green electricity commitment, while yields on variable-aperture lenses are gradually improving.

Facts

  • 大立光 posted after-tax net profit of 5.182 billion yuan in the third quarter, up 11% quarter on quarter and down 26.8% year on year.
  • 大立光’s cumulative earnings per share for the first 3 quarters were 121.98 yuan.
  • The U.S. customer’s new model went on sale in mid-September, but the customer began cutting shipment volumes in September.
  • 大立光 expects order-pulling momentum in October to be comparable to September, with a decline likely beginning in November.
  • 大立光’s third-quarter gross margin was 42.21%, down 7.20 percentage points quarter on quarter.
  • 10MP lenses accounted for 60-70% of 大立光’s third-quarter lens shipments.
  • 大立光’s gross margin is declining structurally because of its commitment to the proportion of green electricity it uses, and the cost is not expected to be passed on until 2028.

Companies mentioned:大立光

【Review of high-volume, sharply rising stocks】Last chance to get on board Taiwan stocks at 50,000 points! What to buy next? The 3 major themes—quartz components, CPO and passive components—hot stocks revealed!

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks closed down 492 points at 49,313 amid volatility in U.S. stocks and retreats among heavyweight shares. The three major institutional investors recorded net selling of nearly 90 billion yuan. However, passive component, quartz component and CPO-related stocks such as 光頡 and 台亞 hit limit-up in defiance of the broader market, signaling a rotation of funds into small- and mid-cap thematic stocks with real earnings growth.

Facts

  • The Taiwan Stock Exchange Weighted Index fell 492.93 points to close at 49,313.44, with trading volume of 869.697 billion yuan.
  • Foreign investors were net sellers of 75.852 billion yuan, investment trusts net buyers of 4.688 billion yuan, and dealers net sellers of 18.731 billion yuan, bringing the three major institutional investors’ combined net selling to 89.895 billion yuan.
  • Original台積電9月營收達5,118.57億元,連續2個月突破5,000億元,創歷史次高。
  • 鴻海’s September revenue reached 1.158633 trillion yuan, surpassing the 1 trillion yuan mark for the first time and setting a record for monthly revenue by a Taiwanese company.
  • Passive component stock 光頡 hit limit-up at 175 yuan, with trading value of 8.079 billion yuan; CPO-related stock 台亞 hit limit-up at 52.9 yuan, with trading value of 3.267 billion yuan.

Companies mentioned:台積電、美光、鴻海、聯發科、宏捷科、台星科、光頡、台亞、台塑化、佳螢節目、NVIDIA

宏碁 September revenue rises both month on month and year on year to 34.7 billion yuan, highest for the month in 14 years

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Facts

  • 宏碁’s September revenue was 34.74 billion yuan, the highest for the month in 14 years.
  • 宏碁’s tablet revenue rose 126.6% year on year in September.
  • 宏碁’s commercial product revenue rose 34.2% year on year in the first 9 months.
  • 宏碁’s revenue from businesses unrelated to computers and displays grew 35.9% year on year in the first 9 months.

Companies mentioned:宏碁

〈長榮 earnings call〉Inflation concerns prompt warning: one situation to watch very closely next year

Published ・ Source Taiwan | 鉅亨網

At 長榮(2603-TW)’s earnings call on the 8th, General Manager Wu Kuang-hui warned that the lagged effects of U.S. inflation could weaken end demand after the second quarter next year. Even so, supply chain disruptions and port shortages, driven by geopolitics, extreme weather and falling water levels on the Rhine, continue to support freight rates. 長榮 considers current supply and demand healthy, with spot rates above last year’s contract prices.

Facts

  • 長榮 General Manager Wu Kuang-hui said U.S. inflation has lagged effects that could weaken end demand after the second quarter next year.
  • 長榮 believes geopolitical and extreme weather factors are creating continued uncertainty in supply chains and driving up shipping costs.
  • Recently, ships have reduced their cargo loads to cope with the sharp drop in the Rhine’s water level.
  • 長榮 stressed that a global terminal utilization rate of just 73% is unhealthy.
  • 長榮 said spot rates are currently higher than the prices negotiated for contracts last year, and that supply and demand are healthy.

Companies mentioned:長榮、長榮(2603-TW)

Fed Governor Waller: Rate hikes are still needed, but there can be flexibility

Published ・ Source Taiwan | 鉅亨網

Federal Reserve Governor Waller said Thursday that further rate hikes are still needed to achieve the 2% inflation target if supported by the data, but the pace can be flexible, signaling a possible pause in October. Markets expect rates to remain at 3.75%-4% in October, with another hike possible in December.

Facts

  • Federal Reserve Governor Waller said further rate hikes may still be needed if economic data come in as expected.
  • Waller stressed that the pace of rate hikes is flexible, leaving room to pause at the October meeting.
  • Markets expect the Fed to keep its policy rate unchanged in a range of 3.75% to 4% at the October meeting.
  • The Fed raised rates by 1 notch (0.25 percentage point) in September.
  • Waller said the expansion of AI is increasing demand for key goods and services, adding to inflationary pressures.

Revenue flash report - 統一證 (2855) September revenue reached NT$2.929 billion, up 113.17% year over year

Published ・ Source Taiwan | 鉅亨網

統一證 (2855) reported September 2026 revenue of NT$2.929 billion, up 113.17% year over year. Revenue for the first 9 months rose 200.78% year over year. The stock outperformed its industry index, while institutional investors continued to be net buyers.

Facts

  • 統一證's September 2026 revenue was NT$2.929 billion, up 113.17% year over year.
  • 統一證's cumulative revenue for January-September this year was NT$25.921 billion, up 200.78% year over year.
  • 統一證's latest price was NT$58.6, and its share price rose 3.9% over the past 5 days.
  • The three major institutional investors were net buyers of 5,790 lots in total over the past 5 days.
  • Foreign investors were net buyers of 5,626 lots over the past 5 days.
  • 統一證's August 2026 monthly revenue was NT$3.758 billion, up 122% month over month.
  • 統一證's September 2026 monthly revenue fell 22.07% month over month.

Companies mentioned:統一證、統一證(2855-TW)

Revenue flash report - 永豐金 (2890) September revenue reached NT$8.442 billion, up 29.84% year over year

Published ・ Source Taiwan | 鉅亨網

永豐金 (2890) reported September 2026 revenue of NT$8.442 billion, up 29.84% year over year. Revenue for the first nine months totaled NT$83.781 billion, up 51.09% year over year, highlighting strong operating growth momentum.

Facts

  • 永豐金 (2890)'s September 2026 revenue was NT$8.442 billion.
  • 永豐金 (2890)'s September 2026 revenue was up 29.84% year over year.
  • 永豐金 (2890)'s September 2026 revenue fell 16.01% month over month.
  • 永豐金 (2890)'s cumulative revenue for January-September this year was NT$83.781 billion.
  • 永豐金 (2890)'s cumulative revenue for January-September this year was up 51.09% year over year.
  • 永豐金 (2890)'s latest share price was NT$44.05.
  • 永豐金 (2890)'s three major institutional investors were net sellers of 8,809 lots in total over the past 5 days.

Companies mentioned:永豐金、永豐金(2890-TW)

Revenue flash report - Wan Hai (2615) September revenue was NT$21.775 billion, up 97.63% year over year

Published ・ Source Taiwan | 鉅亨網

萬海(2615-TW) reported September 2026 revenue of NT$21.775 billion, up a record 97.63% year over year, reflecting strong shipping demand. Revenue for the first nine months grew 27.28%, while foreign investors continued to be net buyers. The market is watching its operating momentum going forward.

Facts

  • 萬海(2615-TW)'s revenue in September 2026 was NT$21.775 billion.
  • 萬海(2615-TW)'s September 2026 revenue was up 97.63% year over year.
  • 萬海(2615-TW)'s September 2026 revenue was up 13.41% month over month.
  • 萬海(2615-TW)'s cumulative revenue for January-September this year was NT$136.156 billion.
  • 萬海(2615-TW)'s cumulative revenue for January-September this year was up 27.28% year over year.

Companies mentioned:萬海(2615-TW)

Revenue flash report - Yang Ming (2609) September revenue was NT$21.700 billion, up 69.94% year over year

Published ・ Source Taiwan | 鉅亨網

Yang Ming Marine (2609-TW) reported September 2026 revenue of NT$21.7 billion, up nearly 7 tenths year over year and marking record growth. Revenue for the first nine months also posted double-digit growth, reflecting strong demand for shipping services.

Facts

  • 陽明(2609-TW)'s revenue in September 2026 was NT$21.700 billion.
  • 陽明(2609-TW)'s September 2026 revenue was up 69.94% year over year.
  • 陽明(2609-TW)'s cumulative revenue for January-September this year was NT$148.731 billion.
  • 陽明(2609-TW)'s cumulative revenue for January-September this year was up 17.79% year over year.
  • 陽明(2609-TW)'s three major institutional investors were net buyers of 13,909 lots in total over the past 5 days.
  • 陽明(2609-TW)'s latest share price was NT$59.7.

Companies mentioned:陽明(2609-TW)

Revenue flash report - 華航 (2610) September revenue was NT$20.933 billion, up 31.86% year over year

Published ・ Source Taiwan | 鉅亨網

華航 (2610) reported September 2026 revenue of NT$20.933 billion, up 31.86% year over year and reaching a multi-year high. Revenue for the first 9 months totaled NT$185.92 billion, up 20% year over year, demonstrating strong growth momentum.

Facts

  • 華航's September 2026 revenue was NT$20.933 billion, up 31.86% year over year.
  • 華航's cumulative revenue for January-September this year was NT$185.92 billion, up 20% year over year.
  • The three major institutional investors were net sellers of 10,049 lots in total over the past 5 days.
  • Foreign investors were net sellers of 10,220 lots over the past 5 days.
  • Investment trusts were net buyers of 2,669 lots over the past 5 days.

Companies mentioned:華航、華航(2610-TW)

聯發科 September revenue reached NT$55.3 billion; Q3 revenue of NT$168 billion beat guidance

Published ・ Source Taiwan | 鉅亨網

IC design house 聯發科 reported September revenue of NT$55.399 billion and third-quarter revenue of NT$168.057 billion, both showing growth and exceeding guidance. The company is optimistic about the development of cloud computing. Its first data-center AI accelerator chip will enter mass production in Q4, as it seeks to capture the vast market opportunity.

Facts

  • 聯發科's September revenue was NT$55.399 billion, down 13.7% month over month and up 1.97% year over year.
  • 聯發科's third-quarter revenue was about NT$168.06 billion, up 10.43% quarter over quarter and 18.27% year over year.
  • 聯發科's third-quarter revenue exceeded the high end of its guidance by as much as NT$8.257 billion.
  • 聯發科's first data-center artificial intelligence accelerator ASIC is expected to enter mass production in the fourth quarter of this year.
  • 聯發科's data-center business revenue target for this year is expected to exceed US$2 billion.

Companies mentioned:聯發科

八貫 benefits from strong aerospace and marine shipments, with September revenue up 28% and order visibility extending to Q2 next year

Published ・ Source Taiwan | 鉅亨網

八貫 announced that September revenue rose 28% year over year to NT$299 million, while cumulative revenue for the first 3 quarters increased 36% year over year. Strong growth in aerospace and marine, outdoor, and defense businesses has kept production capacity booked through Q2 next year. Institutional investors expect full-year earnings to reach a record high.

Facts

  • 八貫's September revenue was NT$299 million, up 28.05% year over year.
  • 八貫's consolidated revenue for the first 3 quarters was NT$2.86 billion, up 36.04% year over year.
  • 八貫's September aerospace and marine revenue rose 48.22% month over month and 31.53% year over year.
  • 八貫's September outdoor and defense product revenue rose 54.7% and 78.2% year over year, respectively.
  • 八貫's third-quarter revenue was NT$940 million, up 53.96% year over year.
  • 八貫's production capacity is booked through March next year (2027).
  • 八貫 has two business groups: coated fabrics and finished components.

Companies mentioned:八貫

玻纖布紅吱吱, 建榮, 富喬, 德宏, 世芯, 金像電, 益登

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks are fluctuating at elevated levels amid international interest rates and oil prices, but strong AI orders are supporting fundamentals and the medium-term bull market remains intact. The market is focused on 台積電's earnings briefing, with funds rotating into low-base groups such as optical communications and passive components. Investors are advised to buy on dips.

Facts

  • Taiwan stocks closed down 492 points at 49,313, with trading value of about NT$869.7 billion.
  • The U.S. 10-year Treasury yield briefly rose to about 5.36% intraday, while the 30-year yield touched about 5.67%; both reached their highest levels since 2002.
  • Taiwan's August export orders reached US$102.96 billion, up 71.4% year over year and topping US$100 billion for the first time.
  • Marvell raised its 2028 revenue outlook to about US$20 billion, reflecting expanding demand for custom AI chips and data centers.
  • 台積電's earnings briefing will be held on October 15, making it a key event for the October market.

Companies mentioned:玻纖布紅吱吱、建榮、富喬、德宏、世芯、金像電、益登、台積電、Marvell、AMD、Google、倫元投顧、大師兄飆股鑫天地、工商時報

華新科's September revenue hit an almost 8-year monthly high; unaudited net profit in August rose 6 tenths year over year, with EPS of NT$1.55.

Published ・ Source Taiwan | 鉅亨網

Original華新科9月營收創近8年新高至48.89億元,8月EPS達1.55元。因缺貨與成本上升,公司宣布漲價並擴產,年底產能增10%。

Facts

  • Original華新科9月營收達48.89億元,創近8年單月新高
  • 華新科's August unaudited after-tax net profit rose 60.55% year over year
  • 華新科 Chairman Jau Yu-heng said price increases were inevitable
  • 華新科 expects overall capacity to increase 10% by year-end
  • 華新科 is raising this year's capital spending to nearly 4 billion yuan

Companies mentioned:華新科

臻鼎-KY September revenue sets a new record, up 36.1% year over year; Q4 operations expected to continue growing

Published ・ Source Taiwan | 鉅亨網

臻鼎-KY announced revenue of 26.358 billion yuan for September 2026, up 36.13% year over year and setting a monthly record. Benefiting from peak-season demand for mobile communications and a surge in demand for high-end AI-related applications, revenue for the first 3 quarters rose 22.39% year over year, with operations expected to continue growing in Q4.

Facts

  • 臻鼎-KY's revenue in September 2026 reached 26.358 billion yuan, up 36.13% year over year and 27.54% month over month, setting a record for monthly revenue.
  • 臻鼎-KY's third-quarter revenue reached 64.624 billion yuan, up 36.44% year over year; revenue for the first 3 quarters totaled NT$153.783 billion, up 22.39% year over year.
  • 臻鼎-KY's 3 high-end application segments—servers, optical modules and IC substrates—combined for revenue more than three times that of the same period last year, setting a new monthly record.
  • 臻鼎-KY's after-tax net profit in the second quarter of 2026 was 2.392 billion yuan, up 67.75% quarter over quarter and 2.95 times year over year.
  • 臻鼎-KY expects operations to improve quarter by quarter in Q4, reaching a yearly peak in the fourth quarter.

Companies mentioned:臻鼎 - KY、臻鼎

〈長榮法說〉Peak season is not over and may even extend into Q4; outlook is very optimistic before November

Published ・ Source Taiwan | 鉅亨網

長榮貨櫃's September revenue hit a record of 49.711 billion yuan. Benefiting from an extended peak season and AI-driven cargo volumes, the outlook for the fourth quarter is positive, and General Manager Wu Kuang-hui is upbeat about next year's prospects.

Facts

  • 長榮貨櫃's consolidated revenue in September reached 49.711 billion yuan, the highest since September 2024.
  • 長榮 General Manager Wu Kuang-hui said there is no reason to be pessimistic about U.S.-bound routes at least until the Lunar New Year next year.

Companies mentioned:長榮、長榮貨櫃

〈NT dollar〉Fed may still raise rates before year-end; currency plunges 8 cents on heavy volume to close at 31.875

Published ・ Source Taiwan | 鉅亨網

Taipei's stock and foreign exchange markets retreated amid record-high U.S. Treasury yields and expectations of a potential Fed rate hike. The New Taiwan dollar closed 8 cents lower at 31.875, while foreign exchange trading volume surged. Markets are concerned about inflation and the Middle East situation, with attention next week focused on AI spending and consumer data.

Facts

  • The New Taiwan dollar closed at 31.875 against the U.S. dollar, down 8 cents from its opening level.
  • Trading volume at 台北外匯經紀公司 surged to US$2.503 billion that day.
  • The 10-year U.S. Treasury yield has climbed to its highest level since 2002.
  • FOMC meeting minutes show that the Fed may still raise interest rates this year.
  • Brent crude prices topped $100 amid fighting in the Middle East.

Companies mentioned:元大投顧、國泰證期研究部、台北外匯經紀公司

玉山 ESG sustainability initiative accelerates dual transformation, toward an inclusive future

Published ・ Source Taiwan | 鉅亨網

玉山金控 held the sixth ESG Sustainability Initiative on October 8, with a theme of accelerating dual transformation. President Lai Ching-te and several ministers attended, while international experts were invited to discuss trends in AI and sustainable finance, aiming to bring together resources from all sectors to move toward a net-zero future.

Facts

  • 玉山金控 held the sixth “2026 玉山 ESG Sustainability Initiative” on October 8.
  • The event brought together nearly 130 leading domestic and international companies, including medical institutions and information technology organizations.
  • President Lai Ching-te praised 玉山 in his remarks as a steadfast pioneer in promoting sustainable development.
  • Environment Minister Peng Chi-ming said Taiwan has officially entered the era of carbon pricing.
  • Original麥肯錫全球資深合夥人Sanjay Kalavar擔任Keynote講者分享全球永續與能源轉型前瞻趨勢。

Companies mentioned:玉山金控、玉山銀行、麥肯錫、臺科大、滙豐銀行、台灣微軟、工研院

Buying the dip in gold prices, China's central bank adds to gold holdings for 23 consecutive months, recording its largest monthly increase in 3 years

Published ・ Source Taiwan | 鉅亨網

China's central bank added 21 tons of gold in September, the highest monthly increase in nearly 3 years, extending its buying streak to 23 consecutive months. Meanwhile, foreign exchange reserves fell back to $3.4 trillion as the dollar strengthened, while the overall economy remained stable.

Facts

  • China's official gold reserves increased by 21 tons in September, bringing the total to 2,196 tons.
  • China's central bank has now added to its gold holdings for 23 consecutive months.
  • China's gold purchases in September were the highest since September 2023.
  • Poland has bought a cumulative 98 tons of gold this year, the most globally.
  • China has bought a cumulative 80 tons of gold this year, just behind Poland.
  • China's foreign exchange reserves totaled $3.4 trillion at the end of September.
  • Foreign exchange reserves fell by $38.1 billion in September, a decline of 1.11%.

Companies mentioned:中國人民銀行、Wind、世界黃金協會(WGC)、中國國家外匯管理局

Revenue Flash - 和碩(4938) September revenue of 214.753 billion yuan, up 86.88% year over year

Published ・ Source Taiwan | 鉅亨網

和碩(4938-TW) reported revenue of 214.753 billion yuan for September 2026, up 86.88% year over year, reflecting strong operating growth. Revenue for the first 9 months also reached 907.626 billion yuan, up 13.79% year over year, reflecting steady performance for the year.

Facts

  • 和碩(4938-TW)'s revenue in September 2026 reached NT$214.753 billion.
  • 和碩(4938-TW)'s revenue in September 2026 rose 86.88% year over year.
  • 和碩(4938-TW)'s revenue in September 2026 rose 143.19% month over month.
  • 和碩(4938-TW)'s cumulative revenue from January to September 2026 was 907.626 billion yuan.
  • 和碩(4938-TW)'s cumulative revenue from January to September 2026 rose 13.79% year over year.

Companies mentioned:和碩(4938-TW)

Original營收速報 - 緯創(3231)9月營收3,808.06億元年增率高達87.19%

Published ・ Source Taiwan | 鉅亨網

緯創 reported revenue of 380.806 billion yuan for September 2026, up 87.19% year over year. Revenue for the first 9 months totaled 2.89 trillion yuan, up 97.25% year over year, reflecting strong operating growth.

Facts

  • 緯創's revenue in September 2026 was NT$380.806 billion, up 87.19% year over year
  • 緯創's cumulative revenue for January-September this year was 2.89 trillion yuan, up 97.25% year to date
  • Foreign investors' net trading in 緯創 over the past 5 days was +6442 lots
  • Investment trusts' net trading in 緯創 over the past 5 days was -3554 lots
  • 緯創's latest price was 188.5 yuan

Companies mentioned:緯創、緯創(3231-TW)

Revenue Flash - 欣興(3037) September revenue of 18.651 billion yuan, up 64.67% year over year

Published ・ Source Taiwan | 鉅亨網

欣興(3037-TW) reported revenue of 18.651 billion yuan for September 2026, up a record 64.67% year over year, reflecting strong operating growth. Cumulative revenue for the first 3 quarters exceeded 100 billion yuan, institutional investors continued to buy shares, and the stock outperformed its peers.

Facts

  • 欣興(3037-TW)'s revenue in September 2026 was NT$18.651 billion, up 64.67% year over year.
  • 欣興(3037-TW)'s cumulative revenue from January to September this year was 132.986 billion yuan, up 37.74% year over year.
  • 欣興(3037-TW)'s latest share price was 1,270 yuan, up 11.06% over the past 5 days.
  • The 3 major institutional investors had combined net trading of +11575 lots in 欣興(3037-TW) over the past 5 days, including foreign investors' net purchases of +15517 lots.
  • 欣興(3037-TW) operates in the electronic components industry, primarily manufacturing PCBs.

Companies mentioned:欣興(3037-TW)

Revenue Flash - 長榮(2603) September revenue of 49.711 billion yuan, up 63.75% year over year

Published ・ Source Taiwan | 鉅亨網

長榮(2603-TW) reported revenue of 49.711 billion yuan for September 2026, up 63.75% year over year, marking significant growth. Cumulative revenue for the first 9 months also recorded double-digit growth, reflecting strong demand in the shipping market.

Facts

  • 長榮(2603-TW)'s monthly revenue in September 2026 reached NT$49.711 billion.
  • 長榮(2603-TW)'s revenue in September 2026 rose as much as 63.75% year over year.
  • 長榮(2603-TW)'s cumulative revenue from January to September this year was 338.449 billion yuan.
  • 長榮(2603-TW)'s cumulative revenue rose 15.36% year over year.
  • Over the past 5 days, the combined net buying/selling by the three major institutional investors in 長榮(2603-TW) was -1,962 lots.

Companies mentioned:長榮(2603-TW)

Revenue Flash - 興富發(2542) September revenue reached NT$6.123 billion, up 103.73% year over year

Published ・ Source Taiwan | 鉅亨網

Original興富發(2542-TW)公布2026年9月營收61.23億元,年增逾一倍,前三季累計營收大幅成長。外資持續買超,顯示資金看好其營運表現。

Facts

  • 興富發's September 2026 revenue was NT$6.123 billion, up 103.73% year over year and 102.44% month over month.
  • 興富發's cumulative revenue for January-September this year was NT$47.192 billion, up 228.36% year over year.
  • 興富發's latest share price was NT$39.05, up 0.39% over the past 5 days.
  • Over the past 5 days, foreign investors' net buying/selling in 興富發 was +7,930 lots, while investment trusts' net buying/selling was -3,959 lots.
  • 興富發 operates in the building materials and construction industry. Its main business includes commissioning construction firms to build commercial buildings and residential housing for rent and sale.

Companies mentioned:興富發、興富發(2542-TW)

Revenue Flash - 英業達(2356) September revenue reached NT$98.636 billion, up 62.87% year over year

Published ・ Source Taiwan | 鉅亨網

Original英業達公布2026年9月營收達986.36億元,年增率創高至62.87%,反映伺服器與筆電需求強勁,帶動前九個月累計營收成長逾四成。

Facts

  • 英業達's September 2026 revenue was NT$98.636 billion, up 62.87% year over year and 18.46% month over month.
  • 英業達's cumulative revenue for January-September this year was NT$742.261 billion, up 42.77% year over year.
  • 英業達's latest share price was NT$57.5, down -2.35% over the past 5 days.
  • Over the past 5 days, the combined net buying/selling by the three major institutional investors was -18,454 lots.
  • 英業達 operates in the computer and peripherals industry. Its main businesses are laptop computers and servers.

Companies mentioned:英業達

Revenue Flash - Synnex (2347) September revenue reached NT$90.309 billion, up 158.67% year over year

Published ・ Source Taiwan | 鉅亨網

Original聯強國際(2347-TW)公布2026年9月營收達903.09億元,年增率158.67%,創下顯著成長。累計前九個月營收突破五千億大關,展現電子通路業務強勁動能。

Facts

  • 聯強(2347-TW) announced September 2026 revenue of NT$90.309 billion.
  • 聯強(2347-TW)'s September 2026 revenue was up 158.67% year over year.
  • 聯強(2347-TW)'s September 2026 revenue was up 21.69% month over month.
  • 聯強(2347-TW)'s cumulative revenue for January-September this year was NT$564.075 billion.
  • 聯強(2347-TW)'s cumulative revenue for January-September this year was up 97.96% year over year.

Companies mentioned:聯強(2347-TW)、聯強國際

Revenue Flash - 台積電(2330) September revenue reached NT$511.857 billion, up 54.65% year over year

Published ・ Source Taiwan | 鉅亨網

台積電 announced September 2026 revenue of NT$511.857 billion, up 54.65% year over year. Cumulative revenue for January-September was NT$3.90 trillion, up 41.11% year over year. The latest share price was NT$2,550, and the three major institutional investors were net sellers of 7,330 lots over the past 5 days.

Facts

  • 台積電(2330-TW)'s September 2026 revenue was NT$511.857 billion.
  • September 2026 revenue was up 54.65% year over year and down 0.57% month over month.
  • Cumulative revenue for January-September 2026 was NT$3.90 trillion, up 41.11% year over year.
  • The latest share price was NT$2,550, up 4.23% over the past 5 days.
  • Related semiconductor stocks rose 3.32% over the past 5 days.
  • The three major institutional investors' combined net buying/selling over the past 5 days was -7,330 lots.
  • 台積電 operates in the semiconductor industry.

Companies mentioned:台積電

Revenue Flash - Compal (2324) September revenue reached NT$94.434 billion, up 35.45% year over year

Published ・ Source Taiwan | 鉅亨網

仁寶(2324-TW) reported September 2026 revenue of NT$94.434 billion, up 35.45% year over year, signaling strong operating growth.

Facts

  • 仁寶(2324-TW)'s revenue for September 2026 was NT$94.434 billion.
  • 仁寶(2324-TW)'s September 2026 revenue was up 35.45% year over year.
  • 仁寶(2324-TW)'s September 2026 revenue was up 40.24% month over month.
  • 仁寶(2324-TW)'s cumulative revenue for January-September 2026 was NT$682.376 billion.
  • 仁寶(2324-TW)'s cumulative revenue for January-September 2026 was up 20.42% year over year.
  • The combined net buying/selling by the three major institutional investors in 仁寶(2324-TW) over the most recent 5 days was -65,804 lots.
  • Foreign investors' net buying/selling in 仁寶(2324-TW) over the most recent 5 days was -66,445 lots.
  • Dealers' net buying/selling in 仁寶(2324-TW) over the most recent 5 days was +644 lots.

Companies mentioned:仁寶(2324-TW)

Revenue Flash - 大成鋼(2027) September revenue reached NT$12.397 billion, up 41.07% year over year

Published ・ Source Taiwan | 鉅亨網

大成鋼 reported September 2026 revenue of NT$12.397 billion, up 41.07% year over year. Cumulative revenue for the first 9 months topped NT$100 billion, institutional investors continued to be net buyers, and the stock outperformed its industry.

Facts

  • 大成鋼's September 2026 revenue was NT$12.397 billion, up 41.07% year over year.
  • 大成鋼's cumulative revenue for January-September 2026 was NT$104.596 billion, up 35% year over year.
  • The combined net buying/selling by the three major institutional investors over the past 5 days was +7,133 lots.
  • 大成鋼's latest share price was NT$48.25, up 0.63% over the past 5 days.
  • 大成鋼's main businesses are the production and sale of stainless steel and aluminum products, as well as screws and nuts.

Companies mentioned:大成鋼、大成鋼(2027-TW)

Fast Retailing, parent of 優衣庫, posts 32% jump in annual operating profit, a record high for the fifth consecutive year

Published ・ Source Taiwan | 鉅亨網

迅銷集團 released its annual results, reporting a roughly 32% year-over-year increase in full-year operating profit to ¥743.13 billion, aided by explosive growth in Europe and the U.S. Revenue reached ¥3.96 trillion, while net profit attributable to owners of the parent company was ¥542.5 billion, setting a record high for the fifth consecutive year.

Facts

  • 迅銷集團's full-year operating profit rose about 32% year over year to ¥743.13 billion.
  • 迅銷集團's full-year revenue reached ¥3.96 trillion, up 16.6% year over year.
  • 迅銷集團's net profit attributable to owners of the parent company reached ¥542.5 billion, setting a record high for the fifth consecutive year.
  • Revenue in North America and Europe grew 34.6% and 38.7%, respectively.
  • 迅銷集團 expects operating profit in fiscal 2027 to reach a new high of ¥830 billion.

Companies mentioned:迅銷集團、Fast Retailing、優衣庫、Uniqlo、Inditex、H&M

Original中磊發表RDK機上盒硬體設計 攜手博通為次世代AI服務奠定基礎

Published ・ Source Taiwan | 鉅亨網

中磊 and 博通 have partnered to launch an RDK video accelerator set-top box based on the BCM74116 chip, serving as reference hardware for developers and a YouTube reference design to enhance edge AI and smart home connectivity.

Facts

  • Networking equipment maker 中磊 announced a partnership with 博通, naming an RDK video accelerator set-top box using the Broadcom BCM74116 chip solution as reference hardware for application developers.
  • The solution was designated as a YouTube reference design device.
  • 博通's 74116 platform features advanced Wi-Fi 7 and Bluetooth 6.0 antennas, as well as a neural processing unit (NPU) for edge AI applications.
  • RDK open-source software standardizes core functions for broadband and video devices, simplifying operators' development and deployment.
  • 中磊 Chief E-commerce Officer Daniel Whalen said the set-top box combines LPDDR5 memory, edge AI computing capabilities, and the latest Wi-Fi and Bluetooth technologies.

Companies mentioned:中磊、博通、YouTube、RDK

Older workers step in to fill labor gaps! The middle-aged and elderly workforce tops 5.54 million, with labor force participation rates hitting record highs

Published ・ Source Taiwan | 鉅亨網

Labor Ministry statistics show that in August 115, the labor force participation rates of middle-aged and elderly people both reached record highs, with the workforce totaling 5.544 million. The government has launched a new cross-ministerial plan aimed at helping older-generation and senior workers find jobs through 五 strategies to ease labor shortages across industries.

Facts

  • In August 115, the middle-aged and elderly workforce totaled 5.544 million, up 3.4% year over year.
  • The labor force participation rate for people aged 45 to 64 was 69.84% in August 115, a record high for the same month in any year.
  • The labor force participation rate for people aged 65 and over was 11% in August 115, a record high for the same month in any year.
  • The Ministry of Labor integrated resources from 12 ministries and agencies and released the 2026-2028 Employment Promotion Plan for Middle-Aged and Older Workers.
  • The new plan aims to help 142,000 people remain in or return to the workforce in a single year by 117.

U.S. Treasury yields surge to a more-than-20-year high! Funds flock to AI giants as havens, hammering small caps; Russell 2000 falls nearly 10%, nearing correction territory

Published ・ Source Taiwan | 鉅亨網

The Russell 2000 index is nearing correction territory as rising interest rates weigh on it, while tech giants become a haven for funds, deepening the market divide.

Facts

  • The Russell 2000 index closed Wednesday at 2,793.2 points, down 9% from its record closing high less than 2 months ago and just a step away from correction territory.
  • Rising interest rates are the main factor driving small-cap stocks lower.
  • Tech giants are almost immune to interest rate changes, and funds continue to flow into these profitable, stable havens.
  • Financial and real estate stocks have each fallen more than 7% over the past month, while materials and industrial stocks are down more than 4%.
  • Original聯準會會議紀錄顯示多數官員認為年底前再升息1碼可能是合適的。

Companies mentioned:Truist、Invesco、盈透證券

Long bonds due for a rebound after a steep decline? Trading volume in call options on U.S. Treasury ETFs surges

Published ・ Source Taiwan | 鉅亨網

Investors are betting on a reversal in interest rates and rising bond prices by buying call options on ETFs such as TLT and XLU. Although U.S. Treasury yields have reached a multi-decade high, electricity demand driven by AI infrastructure development is changing the investment narrative for utility stocks and attracting funds.

Facts

  • Trading volume in call options on the iShares 20+ Year Treasury Bond ETF (TLT) and the SPDR Utilities Select Sector ETF (XLU) has surged recently.
  • The 10-year Treasury yield closed Wednesday at 5.276%, while the 30-year yield closed at 5.660%.
  • The 2-year Treasury yield fell to 4.762% on Wednesday.
  • The SPDR Utilities Select Sector ETF (XLU) has fallen about 10% over the past 3 months.
  • 星座能源 has reached an agreement to supply nuclear power to Google parent Alphabet.

Companies mentioned:道瓊、盈透證券、FactSet、iShares、SPDR、Google、Alphabet、星座能源、道富

Original〈電子五哥營收〉英業達伺服器表現亮眼 Q3營收2720億元年增逾5成創單季高

Published ・ Source Taiwan | 鉅亨網

英業達 posted record quarterly revenue of 272.094 billion yuan in the third quarter, driven by strong server shipments. September revenue was also the second-highest on record, and the outlook for servers in the fourth quarter is positive. However, notebook shipments may continue to decline in the fourth quarter amid conservative customer expectations.

Facts

  • 英業達 reported September revenue of 98.636 billion yuan, up 62.87% year over year.
  • 英業達 reported third-quarter revenue of 272.094 billion yuan, up 54.35% year over year.
  • 英業達 shipped 1.8 million notebooks in September.
  • 英業達's cumulative revenue for the first 3 quarters rose 42.77% year over year.
  • 英業達 expects notebook shipments to continue declining in the fourth quarter.

Companies mentioned:英業達

〈Trade Statistics〉A surprising “triple high”! September exports post 35 consecutive months of growth, the longest streak on record; imports and trade surplus also hit records

Published ・ Source Taiwan | 鉅亨網

The Ministry of Finance released trade statistics for September 115. Driven by AI-related business and peak-season demand, exports, imports and the trade surplus all hit record highs, while exports posted positive growth for 35 consecutive months, breaking the record.

Facts

  • September exports reached US$87.22 billion, up 60.9% year over year.
  • September imports reached US$63.59 billion, up 51.7% year over year.
  • The September trade surplus reached US$23.63 billion, up US$11.34 billion from the same month last year.
  • September exports maintained positive growth for 35 consecutive months, breaking the record for the longest streak.
  • September exports of information, communications and audiovisual products reached US$39.13 billion, up 1.0 times year over year.
  • September exports to the United States totaled US$27.46 billion, up 1.1 times year over year (+106.2%).
  • Cumulative exports from January to September topped US$660 billion, reaching US$661.55 billion, up 46.2% year over year.

Elon Musk’s net worth climbs back above US$1 trillion. Just how rich is he? It exceeds Taiwan’s full-year GDP

Published ・ Source Taiwan | 鉅亨網

A rebound in SpaceX has lifted Elon Musk’s net worth back to US$1 trillion, exceeding Taiwan’s GDP and ranking 23rd among national economies worldwide. He could afford to buy the teams of all 4 major U.S. professional sports leagues.

Facts

  • Elon Musk’s net worth has topped US$1 trillion again.
  • If ranked by the size of national economies, Elon Musk’s net worth would place 23rd.
  • Elon Musk’s net worth exceeds Taiwan’s GDP of US$920 billion.
  • Elon Musk could buy about 11,000 F-35 fighter jets.
  • Mark Zuckerberg’s net worth is US$254 billion.

Companies mentioned:SpaceX、Moët & Chandon、Meta、MarketWatch、國際貨幣基金(IMF)、《富比士》

Original市場資金緊俏!黃男州估台Q4不排除升息半碼 玉山銀全年NIM持平

Published ・ Source Taiwan | 鉅亨網

Original玉山金控董事長黃男州表示,受企業投資與股市熱絡影響,市場資金趨緊,預估台灣央行第四季可能升息半碼。由於舊案佔比高,全年淨息差將持平。玉山銀房貸水位充足,承諾保障首購與自住需求,不隨意抽單。

Facts

  • Original玉山金控董事長黃男州預估台灣央行第四季不排除升息半碼。
  • 玉山銀行 expects its full-year net interest margin (NIM) to remain stable.
  • 玉山銀行's liquidity coverage ratio remains above 115%.
  • 玉山's green financing and ESG-linked lending total nearly 300 billion yuan.
  • 玉山's sustainable bond issuance exceeds 20 billion yuan.
  • The U.S. 10-year Treasury yield reached 5.3%, while the 30-year yield reached 5.7%.

Companies mentioned:玉山金控、玉山銀、玉山銀行

〈Hong Kong stocks after the close〉Hang Seng Index falls 1.43%; tech index slumps 2.89%; coal, oil and gas stocks buck the trend

Published ・ Source Taiwan | 鉅亨網

Original港股主要指數周四全線走低,恆生科技指數大跌2.89%創近期新低。科網與半導體板塊受海外高利率及三星電子業績低於預期拖累,金融股亦重挫。逆市走強者為能源與消費板塊,煤炭油氣股受冬儲補庫需求及地緣風險推升溢價而走高。

Facts

  • The Hang Seng Tech Index fell 2.89% at the close on Oct. 8, ending at 4,073.38 points and setting a new recent low during its correction.
  • Original半導體晶片股因海外高利率及三星電子業績低於預期而承壓,華虹宏力大跌9.21%。
  • Coal and oil stocks rose across the board, driven by winter stockpiling demand and oil and gas premiums fueled by geopolitical risks.
  • 匯豐控股 shares plunged 4.87% to a nearly 4-month low, while 渣打集團 slumped 5.5%.
  • 開源證券 believes Hong Kong stocks will remain generally weak for the rest of the year and recommends maintaining a “large-cap value style” allocation in October.

Companies mentioned:三星電子、華虹宏力、聯想集團、中芯國際、MINIMAX-W、百度、騰訊、阿里巴巴、美團、匯豐控股、渣打集團、中國神華、中煤能源、中海油田服務、山東墨龍、希音、莎莎國際、國金證券、開源證券

Taiwan stocks hit a record high, but are you afraid of missing out and chasing the rally? From the tulip bubble to the AI boom, why do investors repeat the same mistakes?

Published ・ Source Taiwan | 鉅亨網

永誠資產管理處's financial advisory team analyzes investor psychology amid the Taiwan stock market’s 50,000-point boom, citing historical cases and an IMF report to urge salaried workers to avoid emotional investing and establish strict financial discipline and risk management.

Facts

  • Original便利商店加盟店店長小郭因跟風投資期貨與股票,使用槓桿信貸資金,最終賠掉700多萬並賣房還債。
  • The prospect of Taiwan stocks reaching 50,000 points has recently become a hot topic, heightening investors’ anxiety about wealth.
  • The 國際貨幣基金(IMF) issued its Global Financial Stability Report in October 2025, warning that changing expectations for AI could trigger asset repricing.
  • 永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.
  • 永誠資產管理處 has focused on Taiwan’s major science parks for 20 years.
  • Michael Lewis’s The Big Short describes problems in the U.S. subprime mortgage market and the research perspective of investor Michael Burry.
  • The article was written by 永誠資產管理處's financial advisory team.

Companies mentioned:永誠資產管理處、國際貨幣基金(IMF)

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