# AI News 180m Report｜2026-10-08 18:00–21:00 JST｜Page 4 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.

## 憶聲電子 September revenue rises 37% month over month and 54% year over year to 104 million yuan as operating momentum recovers

- Published: 2026-10-08T17:40:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624780
- Article page: https://ainews.idaeo.ai/a/4289095-en.html
- anchor: #n3264737
- Companies mentioned: 憶聲電子、憶聲電子(3024-TW)

憶聲電子(3024-TW) announced that its September 2026 revenue reached NT$104 million, up 37% month over month and 54% year over year, signaling a recovery in operating momentum. Marking its 50th anniversary, the company is advancing its “333 transformation strategy” and assessing AI applications to strengthen its medium- to long-term competitiveness.

Facts:
- 憶聲電子's September 2026 unaudited consolidated revenue was NT$104 million.
- 憶聲電子's September revenue increased 37% from the previous month.
- 憶聲電子's September revenue grew 54% year over year
- 憶聲電子 is advancing its “333 Transformation Strategy”
- 憶聲電子 will mark its 50th anniversary in October 2026

## 華碩 Q3 revenue hit a record 2763億元; some server project shipments delayed until October

- Published: 2026-10-08T17:40:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624843
- Article page: https://ainews.idaeo.ai/a/4289101-en.html
- anchor: #n3264736
- Companies mentioned: 華碩、2357-TW

華碩(2357-TW)公布第三季營收2,763億元創歷史新高，年增近四成。儘管部分伺服器專案遞延至10月出貨，但法人看好其轉向高階市場策略及強勁伺服器業務，預期未來營運將持續走強。

Facts:
- 華碩's September consolidated revenue was 972億元, up 18% year over year and about 2.36% month over month
- 華碩's third-quarter consolidated revenue was 2,763億元, up 38% year over year and about 7.2% quarter over quarter
- 華碩's consolidated revenue for the first three quarters of this year totaled about 7,424億元, up about 38.51% year over year
- Some of 華碩's server project shipments were delayed until October to align with customers' data center construction schedules
- 華碩's strategy has now shifted toward the high-end market, which is expected to boost profits

## Bicycle maker 巨大 reports September revenue of 53.68億元, up 3% year over year; cumulative revenue decline narrows

- Published: 2026-10-08T17:32:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624847
- Article page: https://ainews.idaeo.ai/a/4289102-en.html
- anchor: #n3264738
- Companies mentioned: 巨大、巨大(9921-TW)

巨大 Group reported September 2026 revenue of 53.68億元, up 2.88% year over year, with the cumulative decline narrowing. Performance in the Chinese mainland market was strong, while revenue in the United States and contract manufacturing business fell due to geopolitical factors and orders.

Facts:
- 巨大 Group's September 2026 revenue was 53.68億元, up 2.88% year over year.
- 巨大 Group's cumulative revenue for January-September 2026 declined 5.13% year over year.
- 巨大 Group's September revenue in the Chinese mainland grew 26% month over month, driven by strong demand for mountain bikes and electric vehicles.
- 巨大 Group's U.S. revenue continued to decline in September, affected by the WRO incident and the Iran war.
- 巨大 Group's contract manufacturing revenue edged down in September, mainly due to the WRO issue and fewer customer orders.

## 光寶科9月營收188億元年增逾2成 AI伺服器電源系統出貨暢旺

- Published: 2026-10-08T17:31:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624856
- Article page: https://ainews.idaeo.ai/a/4289103-en.html
- anchor: #n3264739
- Companies mentioned: 光寶科

Power supply maker 光寶科 (2301-TW) reported September revenue of 188億元, up 22% year over year, benefiting from strong demand for power management systems including AI server power supplies and BBUs. Third-quarter revenue was 573.98億元, up 27.9% year over year, while revenue for the first three quarters totaled 1,536億元, up 26%.

Facts:
- 光寶科's September revenue was 188億元, up 22% year over year.
- 光寶科's third-quarter revenue was 573.98億元, up about 27.9% year over year.
- 光寶科's cumulative revenue for the first three quarters of this year was 1,536億元, up 26% year over year.
- 雲端及物聯網部門9月營收佔比達59%，年增逾五成。
- 光電部門9月營收佔整體14%，年成長達一成。
- The information and consumer electronics division accounted for 27% of September revenue, benefiting from steady growth in demand for low-Earth-orbit satellites and high-end power supplies.

## 〈China Stocks After the Close〉CPO and semiconductor stocks lead declines; Shanghai Composite ends 2-day winning streak

- Published: 2026-10-08T17:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624762
- Article page: https://ainews.idaeo.ai/a/4289097-en.html
- anchor: #n3264740
- Companies mentioned: 源傑科技、長光華芯、東山精密、沃格光電、均勝電子、天孚通訊、長鑫科技、思瑞浦、微導奈米、聖邦股份、博邁科、通源石油、國新能源、廣西能源、中國銀行、工商銀行、杭州銀行、力王股份、雄韜股份、豐元股份、領湃科技、傳藝科技、紫竹高科、中遠海能、招商南油、華泰證券、長江證券、中信建投、阿里巴巴、智譜、騰訊、OpenAI、Anthropic

China's three major A-share indexes fell today (8) to make up ground after the long holiday, with the ChiNext leading declines and the Shanghai Composite ending its 2-day winning streak. Semiconductor and CPO stocks led losses, while oil and petrochemical, banking, solid-state battery and shipping stocks rose against the trend.

Facts:
- The Shanghai Composite closed down 0.79% at 3811.9 points, ending a 2-consecutive-trading-day advance
- The ChiNext Index closed down 3.15% at 3036.66 points, while the STAR 50 Index fell 4.82% to 1456.32 points
- Turnover on the Shanghai and Shenzhen markets totaled 1.68 trillion yuan, up 2441億元 from the previous trading day
- AI hardware stocks including semiconductors and CPO led declines; 源傑科技, 長光華芯, 東山精密, 沃格光電 and 均勝電子 hit the daily limit down
- DRAM leader 長鑫科技 fell more than 8% intraday
- 中國銀行, 工商銀行 and 杭州銀行 hit record highs intraday
- 中遠海能 and 招商南油 hit the daily limit up
- 阿里巴巴 and 智譜 completed financings of about 800億港元 and 50億美元, respectively

## 〈Top Five Electronics Makers' Revenue〉AI servers drive quarter-by-quarter growth at 緯創; Q3 revenue surges to a record 1.15兆元 for a single quarter

- Published: 2026-10-08T17:29:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624855
- Article page: https://ainews.idaeo.ai/a/4289104-en.html
- anchor: #n3264741
- Companies mentioned: 緯創

緯創公告9月營收年增逾8成，受惠AI伺服器需求強勁，第三季營收創1.15兆元歷史新高，累計前三季營收亦大幅增長。

Facts:
- 緯創's third-quarter revenue reached 1.15兆元, a record high for a single quarter.
- 緯創's September revenue was 3,808.06億元, up 87.19% year over year.
- 緯創's AI servers are the company's main growth engine, and operations are expected to peak in the fourth quarter.
- 緯創 shipped 1.5 million laptops in September, down 31.82% year over year.
- 緯創's cumulative revenue for the first three quarters of this year was 2.89兆元, up 97.25% year over year.

## Trump administration tightens visa rules again! International students seeking U.S. work may face a 7萬美元 internship fee

- Published: 2026-10-08T17:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624803
- Article page: https://ainews.idaeo.ai/a/4289099-en.html
- anchor: #n3264742

The U.S. Department of Homeland Security has proposed sharply raising the OPT internship fee for international students to 7萬美元 as part of the Trump administration's visa crackdown, aiming to protect U.S. workers and combat fraud. The proposal is expected to face legal challenges.

Facts:
- The U.S. Department of Homeland Security has proposed requiring international students in OPT to pay an internship fee of at least 7萬美元
- An additional 3萬美元 would also be required for participation in further job training
- Those participating in OPT currently pay about 500美元 in fees
- The new rules aim to combat fraud, strengthen the integrity of the immigration system and protect U.S. workers
- The proposal is subject to a 30-day public comment period; implementation would begin 60 days after it is finalized

## China-EU trade talks begin in Beijing as EU takes tougher stance on deficit

- Published: 2026-10-08T17:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624770
- Article page: https://ainews.idaeo.ai/a/4289105-en.html
- anchor: #n3264743

The EU and China will hold trade talks in Beijing, focusing on a daily trade deficit of more than 10億歐元 and restrictions on rare earths. Hardliners within the EU are calling for a “credible tool” to address potential trade conflicts, while Beijing has issued a stern warning against protectionism and vowed to retaliate.

Facts:
- The EU and China are set to hold two-day trade talks in Beijing.
- EU Trade Commissioner Maroš Šefčovič has arrived in Beijing for talks with China's Commerce Minister 王文濤.
- The EU faces a massive trade deficit of more than 10億歐元 a day.
- French President Emmanuel Macron and German Chancellor Friedrich Merz jointly proposed establishing a deterrent “credible tool.”
- The European Commission is preparing defensive measures, including tariff quotas, on Chinese hybrid vehicles.
- China's Ministry of Commerce warned France and Germany against turning to protectionism.

## Taiwan stocks weekly TOP 15: 10/02-10/08 (gainers) 浩鼎 27.86%, 瑞基 21.41%, 泰福-KY 14.7% - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90623&kind=20
- Article page: https://ainews.idaeo.ai/a/4289854-en.html
- anchor: #n3265132
- Companies mentioned: 浩鼎、瑞基、泰福-KY、松瑞藥、亞諾法、益得、合世、永笙-KY、太景*-KY、馬光-KY、國光生、華安、南光、豪展、金萬林-創、睿生光電、禾榮科、圓祥生技、全福生技、漢達、基米-創、浩宇生醫、漢康-KY創、基亞

2026年10月2日至8日台股上市櫃近一周漲幅TOP 15排行，浩鼎以27.86%居首，瑞基與泰福-KY分別為21.41%及14.70%，並列出近一月漲幅排行。

## Institutional investors' weekly activity: 10/02-10/08 (net buying) 松瑞藥 3776 lots, 國光生 1978 lots, 東洋 1243 lots; (net selling) 康霈 2450 lots, 浩鼎 1449 lots, 漢達 913 lots - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90624&kind=20
- Article page: https://ainews.idaeo.ai/a/4289856-en.html
- anchor: #n3265131
- Companies mentioned: 松瑞藥、國光生、東洋、康霈、浩鼎、漢達、中天、大江、健喬、沛爾生醫*-創、晟德、國邑*、晶碩、台耀、藥華藥、視陽、泰博、保瑞、麗豐-KY、禾榮科

Net buying and selling by the three major institutional investors from October 2 to 8, 2026: 松瑞藥, 國光生 and 東洋 were the top three net buys; 康霈, 浩鼎 and 漢達 were the top three net sells.

## A look at popular emerging-stock market names from 10/02-10/08—仁新*, 安成生技 and 樂迦再生—and top gainers 鼎晉生技, 寶泰生醫 and 安成生技 - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90625&kind=20
- Article page: https://ainews.idaeo.ai/a/4289851-en.html
- anchor: #n3265130
- Companies mentioned: 仁新*、安成生技、樂迦再生、鼎晉生技、寶泰生醫、仲恩生醫、安基生技、安立璽榮-KY、瀚陽*、水星生醫*、新穎生醫、禾生技、視航生醫、宣捷幹細胞、大江基因

A look at popular emerging-stock market names and top gainers from 10/02-10/08: 仁新*, 安成生技 and 樂迦再生 were actively traded, while 鼎晉生技 led with a gain of 62.49%.

Facts:
- 62.49%
- 24.85%
- 20.92%

## Biotech weekly roundup, 10/02-10/08: 鼎晉生技 gains 62.49%; 浩鼎 tops the list with a 27.86% rise - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90626&kind=20
- Article page: https://ainews.idaeo.ai/a/4289852-en.html
- anchor: #n3265129
- Companies mentioned: 鼎晉生技、浩鼎、瑞基、泰福-KY、松瑞藥、國光生、東洋、寶泰生醫、安成生技、仁新*、樂迦再生、睿生光電、禾榮科、圓祥生技、全福生技、漢達、基米-創、浩宇生醫、亞諾法、益得、合世、永笙-KY、太景*-KY

Biotech weekly roundup, 10/02-10/08: 鼎晉生技 gains 62.49%; 浩鼎 tops the list with a 27.86% rise

Facts:
- 瑞基 (4171) ➡️ weekly gain of 21.41%
- 泰福-KY (6541) ➡️ weekly gain of 14.7%
- 松瑞藥 (4167): 3776 lots
- 國光生 (4142): 1978 lots
- 東洋 (4105): 1243 lots
- 寶泰生醫 (7850)➡️ weekly gain of 24.85%
- 安成生技 (6610)➡️ weekly gain of 20.92%
- 仁新* (6696): 33883 lots
- 安成生技 (6610): 18706 lots
- 樂迦再生 (6891): 13901 lots

## 10/08 Biotech Stock Update - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90640&kind=20
- Article page: https://ainews.idaeo.ai/a/4289849-en.html
- anchor: #n3265128
- Companies mentioned: 三福化、三福生醫、Ainos、聯亞藥、生技中心、心誠鎂、原創生醫、泰合生技、合世、金萬林-創、太景*-KY、天良、圓祥生技、台聯電、松瑞藥、健喬、中天、康霈*、全福生技、漢達

The 10/08 Biotech Stock Update covers licensing, contracts and issuance matters involving 三福化, 聯亞藥, 心誠鎂, 原創生醫 and 泰合生技, as well as stocks that rose and fell that day and institutional net buying and selling.

Facts:
- 750萬-share capital increase before initial listing
- Underwriting price of NT$105.6
- 合世 9.77%
- 金萬林-創 9.76%
- 太景*-KY 9.12%
- 天良 5.48%
- 圓祥生技 5%
- 台聯電 4.09%
- 松瑞藥 2298 lots
- 健喬 1304 lots
- 中天 570 lots
- 康霈* 961 lots
- 全福生技 282 lots
- 漢達 242 lots

## 泰合生技 (6467) plans a 750萬-share capital increase before initial listing, with an underwriting price of NT$105.6 - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90635&kind=21
- Article page: https://ainews.idaeo.ai/a/4289859-en.html
- anchor: #n3265127
- Companies mentioned: 泰合生技股份有限公司、泰合生技、臺灣證券交易所股份有限公司

泰合生技 (6467) announced an underwriting price of NT$105.6 per share for its new share issuance through a cash capital increase before initial listing, with 750萬 shares to be issued.

Facts:
- Issue of 7,500,000 common shares
- NT$105.6 per share
- Minimum underwriting price: NT$88 per share
- Weighted average price: NT$177.88

## 元勛 (7660) finance and accounting主管謝元勝 resigns - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90636&kind=21
- Article page: https://ainews.idaeo.ai/a/4289855-en.html
- anchor: #n3265126
- Companies mentioned: 元勛

元勛 (7660) announced that finance and accounting主管謝元勝 has resigned for personal career planning reasons. The resignation takes effect on 115/10/08, and a successor will be announced after a board resolution.

Facts:
- 115/10/08

## 台寶生醫 (6892) corrects part of the information in its 115/06/09 investor conference presentation - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90637&kind=21
- Article page: https://ainews.idaeo.ai/a/4289853-en.html
- anchor: #n3265125
- Companies mentioned: 台寶生醫股份有限公司、TFDA

台寶生醫 (6892) corrected information in its 115/06/09 investor conference presentation, removing descriptions of Taiwan as a manufacturing base and of a PIC/S GMP-grade facility. The company said its Zhubei cell production facility was built to PIC/S GMP standards and had previously received a TFDA pilot factory assessment, but it is now evaluating the introduction of a new process for the FAST CGT platform and will not apply for a GMP extension for the time being. This correction does not affect financial or business information.

Facts:
- 115/06/09 investor conference
- Date of occurrence: 115/10/08
- Page 13
- ROC year 113, May 22
- ROC year 115, May 22

## 奧孟亞 (7776) invited to attend an investor conference hosted by 凱基證券 on 10/14 - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90638&kind=21
- Article page: https://ainews.idaeo.ai/a/4289857-en.html
- anchor: #n3265124
- Companies mentioned: 奧孟亞、凱基證券

奧孟亞 (7776) was invited to attend an investor conference hosted by 凱基證券 on Oct. 14, where it will discuss its R&D progress, business development results and market outlook.

Facts:
- 7776
- 10/14
- 14 時 00 分

## 岱宇 (1598) invited to attend the 20th QIC CEO Week hosted by 寬量國際 on 10/13 - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90639&kind=21
- Article page: https://ainews.idaeo.ai/a/4289858-en.html
- anchor: #n3265123
- Companies mentioned: 岱宇、寬量國際

岱宇 (1598) was invited to attend the 20th QIC CEO Week hosted by 寬量國際 on 10/13, where it will brief investors on its operations, financials and business information.

Facts:
- 10/13
- 20th QIC CEO Week

## 10/08 Biotech Stock Update - Global Bio & Investment Monthly

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90640&range=news
- Article page: https://ainews.idaeo.ai/a/4289861-en.html
- anchor: #n3265117
- Companies mentioned: 三福化、三福生醫、Ainos、聯亞藥、生技中心、心誠鎂、原創生醫、泰合生技、合世、金萬林-創、太景*-KY、天良、圓祥生技、台聯電、松瑞藥、健喬、中天、康霈*、全福生技、漢達

10/8 Biotech Stock Update: 三福化 signs a global licensing agreement with Ainos for low-dose oral interferon; 聯亞藥 terminates the technology licensing agreement for cancer drug UB-941; 心誠鎂 signs an international pharmaceutical master services agreement; 原創生醫 obtains a European invention patent; 泰合生技 plans a 750萬-share capital increase before initial listing.

Facts:
- Cash capital increase plan for 750萬 shares
- Underwriting price of NT$105.6

## What should you do if prenatal screening detects a cleft lip and palate in the fetus? Doctor urges parents to follow “this” principle and give the child a chance - Heho Health

- Published: 2026-10-08T19:10:19+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388010
- Article page: https://ainews.idaeo.ai/a/4289883-en.html
- anchor: #n3265169

About 4 out of every 100 fetuses in Taiwan have an anomaly, including conditions such as cleft lip and palate; in the past, expectant parents often felt anxious or chose to terminate the pregnancy because they worried about treatment, caregiving and future discrimination.

Facts:
- Per 100 fetuses
- About 4

## [Association Affairs Update] Thanks to Premier 卓榮泰, Minister 石崇良 and Director-General 陳亮妤 for providing an additional NT$250 million in funding to reward clinics that open during consecutive holidays; the association urges adherence to medical...

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 中華民國醫師公會全國聯合會
- Original: https://www.tma.tw/meeting/meeting_info.asp?/14806.html
- Article page: https://ainews.idaeo.ai/a/4289927-en.html
- anchor: #n3265237
- Companies mentioned: 中華民國醫師公會全國聯合會、衛福部、行政院、健保署

中華民國醫師公會全國聯合會 thanked 行政院, 衛福部 and 健保署 for providing an additional NT$250 million in funding to promote incentive payments for medical services during national holidays, supporting medical institutions that open to meet public demand and ease the burden on emergency departments.

Facts:
- NT$250 million
- Additional 50%