精誠資訊 September revenue rises 55% year on year; 緯致科技 posts record third-quarter revenue
Published ・ Source Taiwan | 中央社 CNA
精誠資訊 reported September consolidated revenue of NT$8.372 billion, up 55.69% year on year and a record for the same period; 緯致科技 posted consolidated third-quarter revenue of NT$3.752 billion, up 25.6% year on year and a quarterly record.
Yemen's civil war and qat-chewing culture have combined to cause a severe food crisis. Qat cultivation consumes large amounts of groundwater and crowds out agricultural resources, while high spending on qat traps households in a vicious cycle of poverty and hunger.
Facts
18.3 million people face acute food insecurity
Up to 70% of Yemeni men chew qat
Agriculture accounts for about 90% of the country's total water use
About 30% of that is used to grow qat
About 20% of Yemeni households are in debt because of qat purchases
Carson wins Nobel Prize in Literature; work links classics and rejects pandering
Published ・ Source Taiwan | 中央社 CNA
Writer Anne Carson of 加拿大 has been awarded the 2026 Nobel Prize in Literature. Poets and scholars praise her work for linking classical traditions, rejecting pandering and embracing experimentation.
救國團 loses final appeal over ruling that it was an affiliated organization of 國民黨; KMT says justice is dead
Published ・ Source Taiwan | 中央社 CNA
救國團 was designated by 黨產會 as an affiliated organization of 國民黨, and 最高行政法院 has rejected its appeal, making the ruling final; the 國民黨 caucus condemned the ruling, saying justice is dead.
At National Day reception in the Philippines, Chou Min-kan says Taiwan-Philippines exchanges continue to deepen
Published ・ Source Taiwan | 中央社 CNA
Taiwan's representative to the Philippines, Chou Min-kan, said at a National Day reception that exchanges between Taiwan and the Philippines continue to deepen in tourism, labor, education, trade and economic affairs, and that cooperation in technology, including semiconductors and artificial intelligence, will be expanded.
Facts
Nearly 630,000 Philippine visitors traveled to Taiwan last year
More than 400,000 people traveled to Taiwan in the first half of this year
More than 700,000 expected for the full year
More than 191,000 Philippine workers are currently employed in Taiwan
More than 5,500 Philippine students are studying in Taiwan
This year, 147 people received various scholarships from the Taiwan government
Taiwan-Philippines bilateral trade totaled about US$7.2 billion in 2025
Taiwanese engineers trained in the U.S. in earlier years; screening of “A Chip Odyssey” at 俄亥俄州立大學 carries special significance
Published ・ Source Taiwan | 中央社 CNA
俄亥俄州立大學 screened the documentary “A Chip Odyssey,” which looks back at the history of the first engineers sent to the U.S. for training, who studied at RCA before returning to Taiwan and laying the foundation for its chip industry. 駐芝加哥辦事處 Director Lei Yen-feng highlighted the potential for complementary cooperation between Taiwan and Ohio in semiconductors and supply chains. Representatives of Taiwanese companies, including 建大輪胎 and 雷虎, also attended a discussion.
中國央行 states position on renminbi exchange-rate policy: no need to gain trade advantage through depreciation
Published ・ Source Taiwan | 中央社 CNA
中國央行 issued a lengthy statement outlining its position on renminbi exchange-rate policy, reiterating that there is no need or intention to gain a trade advantage through currency depreciation. It also criticized blaming other countries' exchange rates for declining industrial competitiveness as an evasion of responsibility.
China seeks reporter Bai Zhaodong; Thailand launches extradition proceedings
Published ・ Source Taiwan | 中央社 CNA
Thai authorities have launched extradition proceedings for Chinese investigative reporter Bai Zhaodong, who has been detained in Thailand since January 2026. His lawyer confirmed that he would contest the extradition; 無國界記者組織 fears he could be in danger of losing his life if deported.
China's National Day holiday sees more than 2.1 billion passenger trips
Published ・ Source Taiwan | 中央社 CNA
Data released by 中國交通運輸部 show that cross-regional travel during this year's National Day holiday totaled 2.142 billion passenger trips, averaging 306 million per day. Rail passenger volume rose 12.7%, road travel fell 0.3%, waterway travel increased 7.1%, and air travel was unchanged from last year.
Facts
2.142 billion passenger trips
An average of 306 million passenger trips per day
Average daily increase of 0.6%
151.87 million rail passenger trips
Up 12.7% from the average daily figure for last year's Mid-Autumn Festival and National Day holiday
Road passenger flows ... 1.96182 billion trips
Down 0.3% from the average daily figure for last year's Mid-Autumn Festival and National Day holiday
10.93 million waterway passenger trips
Up 7.1% from the average daily figure for last year's Mid-Autumn Festival and National Day holiday
Taiwan Lottery 539 draw No. 115244: no jackpot winner
Published ・ Source Taiwan | 中央社 CNA
The Taiwan Lottery 539 draw No. 115244 had no jackpot winner. A total of 267 Second Prize tickets won NT$20,000 each; 76 Three-Star First Prize tickets won NT$5,000 each; and 23 Four-Star First Prize tickets won NT$50,000 each.
蜜雪冰城 closes 6 Hong Kong outlets in a year; commentary: Chinese brands head to Hong Kong to go public
Published ・ Source Taiwan | 中央社 CNA
Commentators say 蜜雪冰城 has closed 6 Hong Kong outlets, leaving 3. Many Chinese restaurant brands have struggled in Hong Kong because of high costs, while some open stores mainly to build momentum for a public listing. 茶百道 and 滬上阿姨 have adopted similar strategies.
Oil prices rise, Treasury yields hover near highs; Wall Street stocks open lower
Published ・ Source Taiwan | 中央社 CNA
Surging international oil prices and elevated U.S. Treasury yields fueled inflation concerns, sending Wall Street stocks lower at the open; the Dow, S&P 500 and 那斯達克指數 all fell.
格芯 and 台積電 have signed a $2 billion agreement under which 格芯's Malta, New York, plant will produce silicon interposers for 台積電, with output expected to increase from the first half of 2028.
AUO and 宸鴻 post flat September revenue; advanced packaging plans in focus
Published ・ Source Taiwan | 中央社 CNA
AUO and 宸鴻 reported September revenue, with overall results flat. Market attention has shifted to the companies' progress in advanced packaging, including AUO's glass-core substrate technology showcase and 宸鴻's move into the TGV technology market.
陸委會 holds 115 National Day banquet; Chiu Chui-cheng says Taiwan safeguards the status quo
Published ・ Source Taiwan | 中央社 CNA
陸委會 held its 115 National Day banquet, where chair Chiu Chui-cheng said Taiwan is a guardian of peace and stability across the Taiwan Strait and the status quo. The government will uphold national sovereignty and its democratic, free and law-based way of life, while continuing to help people from Hong Kong and Macau develop in Taiwan.
To coincide with BIGBANG's concert at Taipei Dome, the Taipei City Office of Commerce launched the “Show Up台北” campaign. Ticket holders who register can receive NT$600 in vouchers and enter a prize draw; more than 370 designated stores in shopping districts across the city are also offering ticket-stub discounts.
Facts
Vouchers worth a total of NT$600
Concerts at Taipei Dome from the 9th to the 11th
Register on 台北通APP by 24:00 on the 18th
Includes 2 “NT$100 shopping district vouchers”
Valid through November 8
More than 370 designated stores in shopping districts across the city
Ireland representative office hosts National Day reception; Dáil deputy speaker urges reopening office in Taiwan
Published ・ Source Taiwan | 中央社 CNA
The Taiwan Representative Office in Ireland held a National Day reception, where Irish Dáil Deputy Speaker McGuinness called for the reopening of an office in Taiwan. Tang Tien-wen said bilateral trade had grown substantially.
Facts
1989
2012
More than 100 guests
More than 20 cross-party members of the Irish Seanad and Dáil
Italy's lower house passes new election law, a major political win for Meloni
Published ・ Source Taiwan | 中央社 CNA
A reform of the electoral law promoted by Italian Prime Minister Giorgia Meloni passed the lower house with 227 votes in favor and 164 against. It will replace the mixed electoral system with proportional representation and introduce a “winner's bonus” mechanism to ensure the victor wins a majority. The move is seen as a major political victory for Meloni, while opposition parties have denounced it as an “electoral scam” and plan to seek a constitutional review.
Kinmen revitalization team launches a shop stamp-collecting campaign to introduce stories and changes behind old buildings
Published ・ Source Taiwan | 中央社 CNA
The Kinmen County local revitalization team “村復號” has launched a shop stamp-collecting campaign involving 42 businesses in old buildings and an “Old House Little Dictionary,” allowing visitors to learn about the stories and evolution of the spaces while shopping. The campaign is funded by the 中小企業總會.
Facts
Collect stamps from 42 businesses in old buildings
Old-house guide activities planned for October 31 and November 7
智邦's board approved the budget for its Singapore subsidiary Accton Technology SG Pte Ltd., which plans to invest NT$3.013 billion in production equipment.
Indiana lieutenant governor leads delegation to Taiwan for Double Ten National Day events
Published ・ Source Taiwan | 中央社 CNA
Indiana Lt. Gov. Micah Beckwith led a delegation to Taiwan to attend Double Ten National Day events and met with Deputy Foreign Minister Chen Ming-chi. The two sides exchanged views on deepening semiconductor talent development and expanding substantive partnerships.
智崴 September revenue rises 1.25 times year on year as Flyover acquisition benefits emerge
Published ・ Source Taiwan | 中央社 CNA
智崴資訊 reported September revenue of about NT$293 million, up 1.25 times year on year. Benefits from its acquisition of Flyover emerged, with consolidated third-quarter revenue reaching NT$840 million, up 1.41 times year on year.
Facts
September revenue of about NT$293 million
Up 1.25 times year on year
Down 16.2% month on month
Consolidated revenue reached NT$840 million in the third quarter
Up 1.41 times year on year
Revenue totaled NT$1.7 billion in the first 3 quarters
Up 85%
Core business revenue of about NT$180 million in September
Flyover contributed NT$113 million
Welcomed more than 9 million visitors
Acquired a 100% stake in Flyover for NT$2.4 billion in the third quarter
Domestic banks’ loans increased by NT$362.7 billion in August, the second-highest for the same period on record
Published ・ Source Taiwan | 中央社 CNA
金管會 announced that domestic banks’ outstanding loans reached NT$49.2155 trillion in August, up NT$362.7 billion from the previous month, the second-highest increase for the same period on record. Deposits rose NT$838.2 billion month on month to a record high for the same period, while pretax profits for the first 8 months also hit a record high for the same period.
Facts
Up NT$362.7 billion month on month
Outstanding loans totaled NT$49.2155 trillion
The overdue loan ratio was 0.14%
Overdue loans totaled NT$67.794 billion
台銀 increased by NT$61 billion month on month
國泰世華銀 increased by NT$60.4 billion
兆豐銀 increased by NT$49.2 billion
中信銀 fell by NT$82.9 billion month on month
Deposits totaled NT$67.7973 trillion
Up NT$838.2 billion month on month
The loan-to-deposit ratio was 72.59%
Pretax profits totaled NT$485.37 billion in the first 8 months
緯創 and 英業達 post record third-quarter revenue; 和碩 sees strongest September on record
Published ・ Source Taiwan | 中央社 CNA
緯創 and 英業達 posted record third-quarter revenue, while 和碩 set a new monthly revenue record in September. 仁寶 reported year-on-year and month-on-month revenue growth in September.
Facts
緯創 reported consolidated September revenue of about NT$380.806 billion
Consolidated third-quarter revenue of NT$1.15 trillion
Consolidated revenue totaled NT$2.89 trillion in the first 3 quarters
英業達 reported consolidated September revenue of about NT$98.636 billion
Consolidated third-quarter revenue of NT$272.094 billion
Consolidated September revenue of NT$214.753 billion
Consolidated September revenue of about NT$94.434 billion
宏碁 September revenue hits a 14-year high for the same period; 華碩 posts second-highest monthly revenue on record
Published ・ Source Taiwan | 中央社 CNA
宏碁’s consolidated September revenue hit a 14-year high for the same period, up 17.6% year on year. 華碩’s group consolidated revenue in September was the second-highest monthly total on record, up 17.7% year on year.
Su Ching-chuan canvasses night markets to seek support; Chou Chun-mi steadily advances county administration
Published ・ Source Taiwan | 中央社 CNA
Kuomintang Pingtung County Magistrate candidate Su Ching-chuan canvassed for votes at night markets, while Democratic Progressive Party Pingtung County Magistrate Chou Chun-mi, who is seeking re-election, promoted county policies and noted that more than 96% of communities had care and support centers.
Telecom’s three major carriers deploy AI and expand networks ahead of National Day fireworks crowds
Published ・ Source Taiwan | 中央社 CNA
Ahead of crowds gathering for the National Day fireworks, 中華電信, 台灣大哥大 and 遠傳, the three major telecom carriers, began preparing their networks early. They are using AI to analyze crowds and areas of heavy network traffic for dynamic resource allocation, while expanding 4G/5G base station capacity and deploying mobile base station vehicles.
Facts
Expected to attract more than 100,000 attendees
Mobilized more than a hundred engineering staff
Built nearly 10 new base stations
Deployed 2 mobile base station vehicles
Installed more than a hundred base stations
Added capacity for 200,000 users
Also assigned more than a hundred engineer shifts to monitor operations
Began comprehensive network preparations on September 1
Processing performance improved by up to 2 times
The overall plan covers 10 major events across Taiwan
Expanded capacity at more than a hundred nearby base stations
Added overall network capacity for 240,000 users
Scheduled engineering teams of a hundred person-shifts to remain on standby
The Power Lottery draw No. 115081 will be held tonight. The winning numbers in the first section are 38, 27, 23, 28, 29 and 04, and the winning number in the second section is 05.
Russia attacks 2 buses in frontline city of Kramatorsk in eastern Ukraine, killing 30 and injuring 18
Published ・ Source Taiwan | 中央社 CNA
Russia attacked 2 buses in Kramatorsk, Donetsk region, Ukraine, killing at least 30 people and injuring 18; Ukrainian police said Russian forces used glide bombs.
EU trade commissioner visits China, stresses trade deficit is unsustainable
Published ・ Source Taiwan | 中央社 CNA
EU Trade Commissioner Maroš Šefčovič visited China, stressing that the trade deficit with China is unsustainable. The goal is to rebalance the trade deficit and avert a trade war.
Strong cargo and passenger demand sends 華航 and 長榮航 revenue to record highs in the first 3 quarters
Published ・ Source Taiwan | 中央社 CNA
Strong demand for AI servers and semiconductor cargo, coupled with the Mid-Autumn Festival holiday boost to passenger traffic, helped 台灣虎航, 華航 and 長榮航 post record revenue for September and the first 3 quarters.
Facts
華航 September consolidated revenue: NT$20.933 billion
Year-on-year growth of 31.86%
Revenue of NT$185.92 billion in the first 3 quarters of this year
Pushing revenue to NT$1.739 billion
Revenue of NT$15.621 billion in the first 3 quarters
6 delegations, 156 foreign guests to celebrate National Day; King of Eswatini to receive military honors on visit to Taiwan on the 9th
Published ・ Source Taiwan | 中央社 CNA
The Ministry of Foreign Affairs said 6 delegations comprising 156 people will attend this year's National Day celebrations. Eswatini's King Mswati III is the only visiting head of state and will receive military honors from President Lai Ching-te and hold bilateral talks.
Taipei's Nangang Precinct conducts internal review; officer suspected of earning service fees from online gambling, prosecutors seek detention
Published ・ Source Taiwan | 中央社 CNA
An officer surnamed Yeh from 台北市警局南港分局 is suspected of participating in online gambling and earning service fees. After the precinct's own investigation substantiated the allegations, the case was referred to 台北地檢署. Prosecutors sought detention and a ban on visits after questioning him.
China's commerce minister meets EU trade commissioner ahead of EU-China trade talks
Published ・ Source Taiwan | 中央社 CNA
Ahead of EU-China trade talks, Chinese Commerce Minister Wang Wentao met European Commission Trade Commissioner Maroš Šefčovič in Beijing. Vice Minister Ling Ji also held talks with EU officials to prepare for the 2nd regular meeting of the China-EU trade and investment consultation mechanism. The 2-day talks will focus in part on growth in auto exports, a major source of friction.
FSC loosens rules, allowing banks to offer family office advisory services outside Kaohsiung zone
Published ・ Source Taiwan | 中央社 CNA
The Financial Supervisory Commission announced that banks that have piloted family office advisory services for at least 1 year in the Kaohsiung zone of the Taiwan Asset Management Center may apply to offer the services outside the zone. A total of 17 banks currently provide these services within the zone, with assets under management exceeding NT$100 billion; 11 of them qualify to expand their services beyond the zone.
The 2026 World Freestyle Skating Championships were held in Paraguay, where Taiwan's Zhou Bai-wei won gold in the men's senior individual freestyle slalom event. President Lai Ching-te called to congratulate him.
South Korea recalls ambassador to Ukraine over disclosure of transfer of North Korean prisoners of war
Published ・ Source Taiwan | 中央社 CNA
South Korea announced it was recalling its ambassador to Ukraine, Park Ki-chang, after accusing Ukraine of violating a confidentiality agreement by publicly disclosing the transfer of 2 North Korean prisoners of war to South Korea.
Canadian writer Anne Carson wins Nobel Prize in Literature for bold, original work
Published ・ Source Taiwan | 中央社 CNA
The 2026 Nobel Prize in Literature was awarded to Canadian writer Anne Carson in recognition of her bold and original work. The Nobel Prize award was also increased to 12 million Swedish kronor.
Facts
2026
Companies mentioned：中央社、諾貝爾基金會、The Nobel Foundation
Canadian writer Anne Carson wins Nobel Prize in Literature for bold, original work
Published ・ Source Taiwan | 中央社 CNA
The 2026 Nobel Prize in Literature was awarded to Canadian writer Anne Carson for her bold and original work. The Nobel Prize award was also raised to 12 million Swedish kronor.
Facts
2026
Companies mentioned：中央社、諾貝爾基金會、The Nobel Foundation
Mid-Autumn Festival gatherings buoy restaurants; September holds steady and 3rd-quarter revenue hits a record
Published ・ Source Taiwan | 中央社 CNA
Mid-Autumn Festival gatherings helped keep restaurant business brisk in September, traditionally a slow season. 王品集團, 漢來美食 and 八方雲集 all posted record quarterly revenue in the 3rd quarter.
Facts
王品集團 September consolidated revenue of NT$2.09 billion
Year-on-year growth of 19.73%
Unaudited consolidated revenue of NT$6.717 billion in the 3rd quarter
Cumulative consolidated revenue of NT$19.53 billion in the first 9 months
A total of 481 stores in Taiwan and China
September revenue of NT$644 million
Quarterly revenue of NT$1.789 billion
Cumulative revenue of NT$5.465 billion in the first 9 months
All 70000 mooncakes and related gift boxes sold out
September consolidated revenue was NT$782 million
Consolidated revenue for the first 9 months totaled NT$7.005 billion
8-year legal battle ends! 救國團 ruled an affiliate organization of 國民黨; assets worth NT$5.61 billion definitively frozen
Published ・ Source Taiwan | 風傳媒
不當黨產處理委員會 ruled 救國團 an affiliate organization of 國民黨 and froze assets worth NT$5.61 billion. 救國團 lost its lawsuit, and the Supreme Administrative Court dismissed its appeal, making the ruling final.
Facts
On Aug. 7, 2018, 不當黨產處理委員會 ruled that the incorporated association 「中國青年救國團」 was an affiliate organization of 國民黨 and froze its assets totaling NT$5.61 billion.
The Supreme Administrative Court today dismissed 救國團's appeal, making the case final.
Chiang Kai-shek once explicitly stated at a 國民黨 Central Standing Committee meeting that 救國團 was an important youth movement organization within the party, that its work plans and implementation were reported to party headquarters, and that it accepted the party's leadership.
Can winning really cure everything? Japanese doctor finds Hanshin Tigers' championship helps ease dementia symptoms
Published ・ Source Taiwan | 風傳媒
Dr. Hiroyuki Hatsuda published a study finding that the Hanshin Tigers' 2023 championship significantly improved BPSD symptoms among 19 passionate fans with dementia. The study recommends incorporating sports interests into non-drug therapy as an adjunct, using emotional surges to activate neural circuits in the brain and offering a new direction for mental health care for older adults.
Facts
Hiroyuki Hatsuda, director of 初田腦神經內科診所 in Osaka Prefecture, Japan, published a survey report in the official academic journal of 日本老年醫學會.
The survey questioned family members of 855 dementia patients in Japan's Kansai region.
Among the 19 patients who were passionate Hanshin Tigers fans, scores on a dementia symptom scale improved substantially after the team won the championship, with statistical significance.
Symptoms among the passionate fan patients, including verbally aggressive behavior, agitation and low motivation, eased noticeably after the team won the championship.
Dr. Hatsuda said the phenomenon may also apply to fans who support other professional baseball teams or follow sports such as soccer and basketball.
Do you think Chiang Wan-an can move Songshan Airport? Ko Wen-je admits, “I didn't solve it either when I was in office”: another area should be addressed first
Published ・ Source Taiwan | 風傳媒
Chiang Wan-an announced plans to relocate Songshan Airport and build an AI park. Former mayor Ko Wen-je responded that the issue involves complex factors including military and transportation concerns, and that he had also failed to resolve it during his tenure. He recommended prioritizing discussion of integrating central government agencies and developing Shezidao.
Facts
Taipei Mayor Chiang Wan-an announced plans to relocate Songshan Airport and use the 300 hectares of land freed up for the “Taipei AI Park.”
Former Taipei Mayor Ko Wen-je said that although his campaign platform at the time called for relocating Songshan Airport, he did not actually resolve the issue.
Ko Wen-je said relocating Songshan Airport involves complex issues, including assessing its military use and finding transportation solutions.
Ko Wen-je questioned whether the Ministry of National Defense had provided a specific assessment of Songshan Airport's military uses.
Ko Wen-je said planning for the Songshan Airport site should first consider reorganizing the Presidential Office, Legislative Yuan and central government agencies.
Latest weather: “This day will be the rainiest” during National Day holiday; new typhoon may develop next week
Published ・ Source Taiwan | 風傳媒
The Central Weather Administration and a weather-focused social media page issued a National Day holiday forecast, saying rain will be significant in Keelung's north coast and Yilan on the final day of the break (the 11th). Typhoons Krosa and Noul will not affect Taiwan, but a new tropical depression may form near Guam after next Thursday (the 15th), warranting close attention.
Facts
Rain will be more significant on the final day of the National Day holiday (the 11th), with a chance of locally heavy rain in Keelung's north coast and Yilan.
Typhoons Krosa and Noul are both expected to move along the edge of the Pacific high-pressure system, heading north before turning northeast, and will not affect Taiwan.
A new tropical depression is expected to form near Guam after next Thursday (the 15th). Its direction of movement remains uncertain, and it will need to be closely monitored.
During the National Day holiday, overnight and early morning lows will range from 23 to 25 degrees, while daytime highs will be 29 to 32 degrees, making conditions generally warm or comfortable.
The Central Weather Administration warned that temperatures could vary by nearly 10 degrees between day and night during the holiday.
Would “abandoning Taiwan” trigger an economic catastrophe? Washington think tank warns White House: To prevent China from dominating the Asia-Pacific, the US must protect Taiwan
Published ・ Source Taiwan | 風傳媒
The Washington think tank Foreign Policy Research Institute published a report stressing Taiwan's importance to the US effort to prevent China from dominating the Asia-Pacific, and warning that abandoning Taiwan would bring a triple catastrophe for the US economy, technology sector and geostrategic position.
Facts
The Washington think tank Foreign Policy Research Institute issued a report warning that Taiwan's fall would trigger a triple catastrophe for the US economy, technology sector and geostrategic position.
If armed conflict breaks out in the Taiwan Strait, US GDP is projected to shrink by 3 to 11%. Treasury Secretary Bessent called this an “economic doomsday.”
Taiwan produces 97% of the world's advanced chips, while China's control of the rare-earth refining lifeline could shut down US chip production lines.
The loss of Taiwan would force Japan and South Korea to develop nuclear weapons, destroying the global nuclear nonproliferation regime.
In 1950, MacArthur warned that Taiwan had long been viewed as a springboard for military aggression, and that the Japanese Empire had used Taiwan to attack the South Pacific.
Companies mentioned：American Foreign Policy Council
[The Journalist] Market king and queen battered! 川湖 revenue plunges by three-tenths month over month, takes consecutive limit-down hits; what's happening to AI stocks?
Published ・ Source Taiwan | 風傳媒
Taiwan's AI stock leaders 信驊 and 川湖 were battered. Although 川湖 posted record revenue, a monthly decline and institutional investors' hedging sent the stock to consecutive limit-down sessions, reflecting concerns about highly valued AI stocks.
Facts
川湖 (2059) hit the daily limit down for 2 consecutive days on Oct. 7 and 8, with its share price falling nearly 19%.
川湖's September revenue grew 196% year over year, and its third-quarter revenue hit a record high.
The three major institutional investors sold nearly NT$90 billion net on Oct. 8.
信驊 (5274) and 川湖 (2059), known in the market as the stock king and queen, faced heavy selling pressure.
NT$580 million project completed! First phase of Kaohsiung research and education park meets targets; National Yang Ming Chiao Tung University moves in, Lotus Pond Resort launches ROT tender
Published ・ Source Taiwan | 風傳媒
The first phase of construction at the Kaohsiung research and education park has met its targets, with the central government investing NT$580 million in seismic retrofitting and renovations. National Yang Ming Chiao Tung University has moved in and begun enrollment, while Lotus Pond Resort has launched a ROT tender to bring in private operators.
Facts
Original高雄市政府水利局辦理之「育成中心及園區第一會館耐震補強及裝修工程」已全數完成。
The central government provided about NT$580 million for the project.
Original陽明交通大學已正式進駐原公務人力發展中心改造之育成中心並持續招生。
Renovation work on the former Lotus Pond Resort was completed on Sept. 24 this year.
The city's Economic Development Bureau will carry out preparatory work and solicit bids for a public-private partnership (ROT) for the Lotus Pond Resort.
Tainan Mayor Huang Wei-che visited South Korea on the 8th, making his first stop at the Gyeonggi Province Agricultural and Fisheries Marketing Corporation.
Gyeonggi Province has a population of about 14 million, making it one of South Korea's most populous local administrative regions.
The Gyeonggi Province Agricultural and Fisheries Marketing Corporation supplies organic food to about 830,000 elementary and middle school students and the military in Gyeonggi Province.
The Gyeonggi-do Agricultural and Fisheries Promotion Agency is promoting the Gmark quality food certification program.
Tainan launched agricultural product exchanges with Pyeongtaek, Gyeonggi-do, this year, and the two sides signed a memorandum of understanding on exchanging specialty agricultural products.
Kao Hung-an’s military and veterans’ family support group launches to deepen blue-white cooperation; Lin Cheng-tze and Cheng Cheng-chien call for opposition unity behind her reelection bid and for mobilizing councilors and borough chiefs to secure victory.
Published ・ Source Taiwan | 風傳媒
Hsinchu City Mayor Kao Hung-an held a launch ceremony for her military and veterans’ family support group on the 8th. Former mayors Lin Cheng-tze and Tung Sheng-nan, along with legislator Cheng Cheng-chien, attended to show their support and called for opposition forces to unite to help her win reelection. Kao said grassroots mobilization must be stepped up in the closing stretch of the campaign, linking the mayoral, councilor and borough chief races to ensure a steady vote base.
Facts
Kao Hung-an attended the launch of her military and veterans’ family support group on the 8th, joined onstage by former Hsinchu mayors Lin Cheng-tze and Tung Sheng-nan and legislator Cheng Cheng-chien, who voiced their support.
The event was held with 51 days remaining in the Hsinchu mayoral race, ahead of the Nov. 28 election.
Original高虹安去年罷免案獲得12萬4360張不同意票，最終未通過。
The Kuomintang has stepped aside for Kao Hung-an in the Hsinchu mayoral race, hoping cooperation will help her win reelection.
Kao Hung-an urged supporters to put into practice a coordinated vote-mobilization strategy: “one vote for the mayor, one for a councilor and one for a borough chief.”
No. 1 in Taiwan! 2026 rankings of Asia’s “fastest-growing economies” released; China fails to make the top 10.
Published ・ Source Taiwan | 風傳媒
The Asian Development Bank (ADB) has released its 2026 economic growth forecasts for developing economies in the Asia-Pacific region, with Taiwan topping the list at 11.0%, far ahead of other economies. The growth is mainly driven by surging demand for semiconductors and technology products amid global AI investment, but the ADB also warned of challenges from lagging traditional industries and external risks.
Facts
Developing economies in the Asia-Pacific region are forecast to post actual economic growth of 5.0% in 2026.
Taiwan’s economic growth is forecast to reach 11.0% in 2026, the highest among developing economies in the Asia-Pacific region.
Taiwan’s economic growth rate is 2.1 percentage points higher than that of Kyrgyzstan, which ranks second.
Taiwan’s AI boom is primarily driving growth in the semiconductor and technology-related industries.
Traditional industries such as textiles and plastics are benefiting little from the AI wave.
On the scene: GD arrives in Taiwan! Private “smiley face” jet lands at Songshan Airport; 50 fans wait 3 hours but catch only a 4-second glimpse.
Published ・ Source Taiwan | 風傳媒
GD, a member of K-pop group BIGBANG, arrived in Taiwan on the evening of Oct. 8 ahead of concerts at Taipei Dome from Oct. 9 to 11. GD made a low-key appearance at Songshan Airport for just 4 seconds before leaving, leaving fans who had waited for hours with only a glimpse.
Facts
GD arrived at Taipei Songshan Airport on a private jet on the evening of Oct. 8.
BIGBANG will perform for 3 consecutive days at Taipei Dome from Oct. 9 to 11.
GD appeared briefly at Songshan Airport for about 4 seconds before getting straight into a car and leaving.
More than 50 fans arrived 3 hours early to wait for GD.
Earlier in the afternoon, GD arrived at a Korean airport in a Rolls-Royce Cullinan worth about NT$27 million.
BIGBANG members Taeyang and Daesung flew to Taiwan on a 大韓航空 flight.
All three BIGBANG concerts at Taipei Dome require real-name registration for entry.
AI enters the cultural scene! 2026 TTXC opens in Kaohsiung with “2050 Emotional Exchange” exploring people and love in the AI era.
Published ・ Source Taiwan | 風傳媒
The 2026 Taiwan Technology X Culture Expo (TTXC) opened on Oct. 8 at the Pier-2 Art Center in Kaohsiung, led by 文化部 and 高雄市政府. Focusing on the coexistence of AI and culture, the event brings together international experts and a range of innovative exhibitions, aiming to raise the international profile of Taiwan’s cultural technology.
Facts
The 2026 Taiwan Technology X Culture Expo (TTXC) officially opened on Oct. 8 at the Pier-2 Art Center in Kaohsiung.
The expo’s theme is “All in AI．AI Dimension: An Era of Coexistence,” and it runs through Oct. 26.
The event features 6 themed exhibitions, 25 international forums and more than a hundred industry-matching and networking events.
Themed exhibition “Yes, AI Do. Welcome to the 2050 Emotional Exchange” features Audrey Tang as the officiant and explores the emotional world of 2050 and its relationship with AI.
Yang Chia-ling, deputy minister of 數位發展部, said real-time 4DGS digital twin creation is being applied in an entertainment exhibition setting for the first time.
經濟部 has joined TTXC for the first time, showcasing technologies including visual twin autonomous model computation developed by 工研院.
國巨 posts record September revenue for 7 straight months! Q3 revenue of NT$49.5 billion sets a new record as AI demand remains strong and orders from Europe and the U.S. recover.
Published ・ Source Taiwan | 風傳媒
國巨 reported record monthly revenue of NT$17.068 billion in September and record quarterly revenue of NT$49.531 billion in Q3. Buoyed by strong AI demand and a recovery in orders from Europe and the U.S., revenue for the first 9 months rose 36.3% year over year, signaling structural change in the industry.
Facts
國巨 reported unaudited consolidated revenue of NT$17.068 billion in September, up 46.1% year over year and a record for a single month.
國巨 reported unaudited consolidated revenue of NT$49.531 billion in the third quarter, setting a new quarterly record.
國巨 reported unaudited consolidated revenue of NT$132.154 billion for the first 9 months of this year, up 36.3% from the same period last year.
國巨 said September revenue growth was mainly driven by strong demand for AI-related applications and a recovery in orders from customers in Europe and the U.S.
國巨 said shipments of both standard and specialty products posted steady growth.
國巨 said the electronic components industry is undergoing structural change.
國巨 said customer inventory levels remain healthy and that it will respond cautiously to changes in the overall economic environment.
Could the nationwide ten-thousand-dollar cash payout fall through? “Cabinet sets conditions” for payment before Lunar New Year; he reveals a way to avoid waiting: Don’t threaten the legislature.
Published ・ Source Taiwan | 風傳媒
The Executive Yuan has approved a plan to distribute NT$10,000 in cash, with a budget of NT$235.7 billion and a target of making payments before Lunar New Year. If the Legislative Yuan completes its third reading by Jan. 5, the money could be deposited as early as Jan. 26. Opposition parties criticized the plan as holding the legislature hostage and suggested spending under the Budget Act or reviewing the budget.
Facts
The Executive Yuan’s Cabinet meeting approved the “AI Dividend for All: NT$10,000 Cash Payout Plan” and allocated NT$235.7 billion in the central government’s fiscal year 116 general budget proposal.
If the Legislative Yuan completes its third reading by Jan. 5, 2027, the first cash payments could be deposited as early as Jan. 26.
The planned ways to receive the ten-thousand-dollar cash payout are registration for direct deposit, ATM cash withdrawal, cash withdrawal at a post office, direct deposit and distribution through a roster, for a total of 5 methods.
Eligible recipients include citizens with current household registration in Taiwan, citizens without household registration who have obtained residence permits, foreign nationals with permanent residency, and eligible spouses. Newborns born by the end of 2027 are also included.
People’s Party caucus whip Chen Ching-lung said reviewing the general budget is a legislative power, and setting a deadline amounts to pressuring the Legislative Yuan to rush the review.
U.S. congressional delegations make successive visits on the eve of Double Ten National Day; Lai Ching-te calls them significant, saying they demonstrate support for Taiwan.
Published ・ Source Taiwan | 風傳媒
Democratic lawmakers from both chambers of the U.S. Congress visited Taiwan on the eve of Double Ten National Day. President Lai Ching-te received Senator Michael Bennet and Representative Brendan Boyle. Lai thanked the U.S. for its support and expressed hope for deeper defense cooperation, while the visitors reaffirmed their commitment to the Six Assurances and shared U.S.-Taiwan values.
Facts
A delegation including U.S. Senator Michael Bennet and Representative Brendan Boyle visited Taiwan on the eve of Double Ten National Day and met with President Lai Ching-te.
Bennet pledged to ensure the implementation of the U.S. Six Assurances to Taiwan and the Taiwan Relations Act.
The Legislative Yuan approved a special military procurement budget of more than US$24 billion and more than US$7 billion for developing unmanned vehicle systems.
Foreign Minister Lin Chia-lung expressed hope that the U.S. Congress would support efforts to resolve the issue of double taxation between Taiwan and the U.S.
“Engaging deftly with the classics to create new forms for contemporary literature”: 2026 Nobel Prize in Literature laureate, Canadian poet Anne Carson
Published ・ Source Taiwan | 風傳媒
The 2026 Nobel Prize in Literature was awarded to Canadian poet Anne Carson. The Swedish Academy honored her pioneering contributions to bringing together classical traditions and contemporary literature.
Facts
Canadian poet Anne Carson wins the 2026 Nobel Prize in Literature
The Swedish Academy praised Carson for creating new forms for contemporary literature through dialogue with classical traditions
In Autobiography of Red, Anne Carson reimagined the work of ancient Greek poet Stesichorus
Anne Carson earned a PhD in classics from the University of Toronto
Anne Carson was the first woman to win the T. S. Eliot Prize
Has Chiang Wan-an’s once-certain win become uncertain? Shen Boyang closes a 20-point gap; media figure reveals key factor: it’s Huang Shan-shan
Published ・ Source Taiwan | 風傳媒
The latest TVBS poll shows Taipei’s mayoral race heating up, with Chiang Wan-an at 49% and Shen Boyang at 41%, narrowing the gap to 8 percentage points. The key factor is that many of Huang Shan-shan’s supporters have shifted to Shen Boyang, while satisfaction with Chiang Wan-an’s administration has declined, making the race more uncertain.
Facts
The latest TVBS poll shows Chiang Wan-an with 49% support and Shen Boyang with 41%.
Original蔣萬安與沈伯洋的支持度差距從5月下旬的28個百分點縮小至8個百分點。
Among voters who backed Huang Shan-shan in the last election, 53% have switched to Shen Boyang, while just 39% support Chiang Wan-an.
Among voters aged 20 to 29, Shen Boyang leads Chiang Wan-an, 52% to 44%.
Satisfaction with Chiang Wan-an’s administration has fallen from 59% to 52%, while dissatisfaction has risen to 35%.
Double Ninth Festival brings “hundreds” of blessings! Kao Hung-an announces increase in the senior-citizen gift for Hsinchu residents aged 100 and over to NT$10,000
Published ・ Source Taiwan | 風傳媒
Hsinchu Mayor Kao Hung-an announced that, starting in 115, the Double Ninth Festival gift for residents aged 100 and over will increase to NT$10,000. She also personally visited centenarian Grandma Zeng Zhangmei with a birthday gift. The city government said it will continue promoting age-friendly policies, including new measures such as an elderly allowance, to show respect for seniors through concrete action.
Facts
Starting in 115, Hsinchu City will raise its Double Ninth Festival gift for residents aged 100 and over to NT$10,000.
Hsinchu City currently has 117 residents aged 100 and over.
Hsinchu City’s oldest resident aged 100 and over is Grandma Yin Suzhen, who is 111.
Among Hsinchu City residents aged 100 and over, 44 are 100 years old and 73 are older than 100.
The Hsinchu City Government will launch an elderly allowance and health insurance premium subsidies for seniors in 115.
漢神巨蛋 aims for NT$2.77 billion in anniversary sales! 22 new stores arrive as Kuromi’s Halloween carnival courts shoppers
Published ・ Source Taiwan | 風傳媒
漢神巨蛋購物廣場 will hold its 19th anniversary sale from October 15 to November 10, targeting sales of NT$2.77 billion. It aims to capture year-end spending with 22 new stores, including several first-in-market outlets, a Kuromi-themed Halloween event and major travel prizes.
Facts
漢神巨蛋購物廣場 will hold its 19th anniversary sale from October 15 to November 10, with a sales target of NT$2.77 billion.
The anniversary sale brings in 22 new stores, including 1 overseas debut, 13 southern Taiwan debuts and 5 Kaohsiung debuts.
漢神巨蛋 is teaming up with the character Kuromi for the first time, launching the “Kuromi Halloween Magic Carnival” on October 31.
The anniversary sale features 2 grand travel prizes with a combined value of more than NT$560,000: a 5-day trip for 4 to Sanrio Puroland in Kyushu, Japan, and a 14-day Mediterranean cruise for 2.
The Japanese Akita confectionery brand くら吉（藏吉） has opened its first overseas store at 漢神巨蛋 B1F.
The annual signature event “漢神 VS. Kochi City, Japan YOSAKOI Grand Parade” will take place from November 7 to 8.
From October 15 to 18, spend NT$10,000 in a single transaction with the 玉山漢神巨蛋聯名卡 and receive NT$500.
The “Japanese Food and Products Fair” runs from November 4 to 16, featuring specialties from across Japan and live cooking demonstrations by culinary professionals.
Fresh shrimp backs Otter Mom! Su Chiao-hui invites “Taiwan’s No. 1 Commuting Brand” hosts Chengcheng and Hea to record a picture book, sharing parenting stories from dads
Published ・ Source Taiwan | 風傳媒
New Taipei mayoral candidate Su Chiao-hui invited podcast personalities Chengcheng and Hea to record a picture book, promoting mother-tongue education and sharing parenting stories while also publicizing her family-support policies.
Facts
Su Chiao-hui invited Chengcheng and Hea to record the picture book Mr. Wang on the Street and a Taiwanese-language mini lesson.
Since its launch in 2020, “Otter Mom Qiaoqiao Talks” has produced more than 360 stories.
Su Chiao-hui proposed a policy waiving outpatient and inpatient co-payments for children aged 0 to 6.
During the recording, Chengcheng and Hea shared many stories about parenting and everyday family life.
The picture book selected for this recording, Mr. Wang on the Street, is a children’s book about “home.”
Timeline for “NT$10,000 for everyone” announced! Lin Chih-hung presses Ko Chih-en: Will you join Fu Kun-chi in blocking the budget, or let the public collect their cash gifts?
Published ・ Source Taiwan | 風傳媒
The Executive Yuan announced the timeline for distributing NT$10,000 in cash to everyone. Kaohsiung City Councilor Lin Chih-hung singled out Kuomintang legislator Ko Chih-en, questioning the fiscal soundness of the blue-and-white camp’s proposal to distribute NT$40,000 per person over half a year. He demanded that Ko state whether she supports reviewing the central government’s overall budget and the Executive Yuan’s version, so the budget review does not become a political brawl.
Facts
The Executive Yuan announced the timeline for distributing NT$10,000 in cash to everyone, with the first payments expected to arrive as early as January 26 next year.
The Executive Yuan has budgeted NT$235.7 billion for the cash handout.
Lin Chih-hung questioned whether the blue-and-white camp’s policies, if combined, could amount to a NT$40,000 cash handout within half a year.
The 115 central government general budget took 351 days from submission to passage.
Fu Kun-chi previously proposed using the Labor Pension Fund to distribute cash.
Su Chiao-hui unveils “three major pet policies” at cat expo, aiming to make New Taipei the top pet-friendly city
Published ・ Source Taiwan | 風傳媒
New Taipei mayoral candidate Su Chiao-hui unveiled three major pet policies at a cat expo, covering medical subsidies, nighttime veterinary care and long-term care. She also plans to improve public spaces and animal welfare measures, aiming to make New Taipei the top pet-friendly city.
Facts
New Taipei mayoral candidate Su Chiao-hui unveiled three major pet policies at the 展昭世界貓咪博覽會.
Su Chiao-hui’s three major proposals include expanding subsidies for vaccinations and health checks, increasing nighttime veterinary care capacity and expanding long-term care for pets.
New Taipei has the highest number of registered dogs and cats in the country.
Su Chiao-hui previously had 2 pet dogs named “Re-election” and “Qiaobi.”
Taipei mayoral candidate Shen Boyang also attended the event, where the two discussed their respective pet policies.
Su Chiao-hui proposed establishing a publicly run testing laboratory to offer discounted testing services to local small and medium-sized pet food businesses.
Hsinchu City Government refutes malicious accusations: 119 of Kao Hung-an’s 140 campaign pledges completed, for an 85% implementation rate
Published ・ Source Taiwan | 風傳媒
Hsinchu City Government spokesperson Yang Chun-tzu refuted malicious accusations, saying that 85% of Mayor Kao Hung-an’s campaign pledges have been fulfilled and that the city has achieved zero debt for the first time in 30 years. The city government outlined progress on such items as adding school classes, adjustments to the major station project, light rail integration and infrastructure, emphasizing the team’s efforts and pragmatic governance.
Facts
The Hsinchu City Government is tracking 140 campaign pledges, of which 119 have been completed, for an 85% implementation rate.
Since taking office, Mayor Kao Hung-an has led the city government to achieve zero debt for the first time in 30 years.
Hsinchu municipal high schools will add a total of 32 classes and more than 1,010 admissions places from academic year 113 through academic year 116.
The feasibility study on differences related to rail elevation for the Hsinchu Major Station Project is expected to be completed in the first quarter of 116.
The Keya Water Resource Phase II expansion and reclaimed water public-private partnership project has a total budget of 11.83 billion yuan and is expected to be completed by the end of 117.
The preliminary plan for the new site of the Hsinchu Fruit and Vegetable Market relocation calls for a total floor area of about 5.5 hectares.
The Guanpu Elementary School gymnasium project is about 50% complete.
Does the most powerful lithography tool already have a successor? 艾司摩爾 and 蔡司 unveil Hyper NA roadmap, expected to be ready in about ten years
Published ・ Source Taiwan | 鉅亨網
Engineers from 艾司摩爾 and 蔡司 said in a research paper that next-generation Hyper NA lithography technology is expected to be ready in about ten years. It can print smaller chip circuits while building on existing technology.
Facts
Engineers from 艾司摩爾 and 蔡司 said Hyper NA technology could be ready in about ten years.
Hyper NA could print circuit features as small as 5 nanometers.
台積電 plans to adopt High NA technology in 2030.
蔡司 can already manufacture mirrors precise enough to support Hyper NA.
U.S. stocks open lower: Inflation fears return, dragging down major indexes and chip stocks
Published ・ Source Taiwan | 鉅亨網
U.S. stocks opened lower early Thursday (the 8th) as a sharp rise in oil prices and persistently high Treasury yields fueled inflation concerns, with the S&P 500 falling for a second consecutive trading day. Chip stocks were weak; revenue growth at 三星電子 and 台積電 failed to lift sentiment, while political deadlock in France also weighed on European financial stocks.
Facts
U.S. stocks opened lower Thursday as Brent crude rose nearly 5% to approach $105 a barrel, stoking inflation and rate-hike concerns.
S&P 500 futures fell 0.4%, Nasdaq 100 futures dropped 0.7%, and the U.S. 10-year Treasury yield rose 4 basis points to 5.32%.
三星電子 earnings rose to nearly nine times their previous level but still fell short of high market expectations; its shares dropped 2.4% in Seoul.
台積電 September revenue rose 54.6% year over year, lifting third-quarter revenue to $16.03 billion, above market expectations.
Wolfspeed secured a $1.5 billion loan from the 美國國防部, with financing commitments extending 30 years; 五角大廈 could receive up to a 7.5% stake in the company in exchange.
博通 is raising more than $50 billion in financing related to its plan to develop custom AI chips with OpenAI.
The Stoxx Europe 600 Banks Index fell as much as 2.6% as political deadlock in France hindered the government's efforts to control the budget deficit.
台積電's CoWoS gets a new partner: 格芯 signs a $2 billion deal to expand production of key components in the U.S.
Published ・ Source Taiwan | 鉅亨網
格芯 and 台積電 signed a $2 billion agreement to expand capacity at 格芯's Malta, New York, facility and supply silicon interposers for 台積電's CoWoS, addressing a bottleneck in meeting demand for AI chips.
Facts
格芯 announced a $2 billion manufacturing agreement with 台積電.
格芯 will expand capacity at its Malta facility in New York to supply silicon interposers.
The agreement initially runs for five years.
Production ramp-up is expected to begin in the first half of 2028.
The news lifted 格芯 shares about 4% in premarket trading.
The manufacturing capabilities include embedded deep-trench capacitor components.
Bombers sent back to the U.S. as Persian Gulf bases are damaged one after another: U.S. media says Trump is retreating step by step more than seven months into the war with Iran
Published ・ Source Taiwan | 鉅亨網
U.S. media report that more than seven months into the U.S. war with Iran, repeated attacks on frontline bases have prompted the military to return B-1 bombers stationed in Britain to the U.S. and scale back its Persian Gulf deployments. The move may offer short-term security, but it will raise the cost and duration of operations in the long run and could be seen by Iran as a signal that the U.S. is retreating to avoid risk.
Facts
The U.S. military urgently recalled 12 B-1 bombers from RAF Fairford in the U.K. to the U.S. last weekend.
The immediate trigger for the bombers' withdrawal was intelligence received by the command that Iran-backed personnel might launch attacks by drone or on the ground.
An attack on Kuwait's Shuaiba Port killed 6 U.S. troops and destroyed an Army tactical operations center.
Iran struck the radar at Al Udeid Air Base in Qatar.
U.S. lawmakers estimate that repair and relocation costs could reach tens of billions of dollars.
U.S. aircraft carriers are relying more on supplies from Diego Garcia in the Indian Ocean, about 2200 miles from the Persian Gulf.
Rhode Island Senator Jack Reed criticized the administration for failing to acknowledge the strain on ammunition supplies and base repairs.
The U.S. bull market is still running, and one analyst says the S&P 500 could top 10,000 next year.
Published ・ Source Taiwan | 鉅亨網
The Motley Fool analyst Geoffrey Seiler said that although U.S. stock valuations appear high, the PEG ratio suggests the S&P 500 still has room to rise. He predicts it will top 10,000 before 2027 and recommends investing through low-cost ETFs.
Facts
The S&P 500 is expected to rise about 14% this year.
Analysts predict the S&P 500 could climb to 10,000 by the end of 2027.
The S&P 500's current forward PEG ratio is about 0.7.
The S&P 500 has a 95% chance of rising in the year after midterm elections.
Since 1950, the index has had an 84% chance of rising in the fourth quarter of midterm election years.
Are high interest rates starting to hurt banks? Earnings from Wall Street's six biggest banks next week will reveal the direction of business.
Published ・ Source Taiwan | 鉅亨網
The six largest U.S. banks will report third-quarter earnings next week, with the market expecting profit growth of up to 20% year over year. But bank stocks have fallen as Treasury yields surged. Investors are watching deposit costs and investment banking revenue, with outlooks varying by bank: 摩根大通 sees growth, while 美國銀行 warns of a decline in fees.
Facts
The six largest U.S. banks will report third-quarter earnings from October 13 to 14.
The market expects third-quarter earnings at major U.S. banks to grow year over year, by as much as 20%.
The KBW Bank Index fell 6% in the third quarter, down 13% from its closing high in August.
摩根大通 expects third-quarter investment banking fees and trading revenue to each grow about 15% to 19%.
美國銀行 expects third-quarter investment banking fees to fall at least 10%.
花旗's chief financial officer said the company's return on tangible common equity (ROTCE) is expected to be slightly above this year's 11% target.
高盛's CEO warned investors that fixed income, foreign exchange and commodities businesses would be weaker in the third quarter.
Companies mentioned：摩根大通、高盛、花旗、富國銀行、摩根士丹利、美國銀行、瑞銀、Oura、SB Energy、軟銀集團、Angel Oak Capital Advisors、路透
Germany sharply raises economic growth forecasts for 2026 and 2027
Published ・ Source Taiwan | 鉅亨網
In its autumn economic forecast, the German government sharply raised its GDP growth projections for 2026 and 2027 to 1.3% and 1.1%, respectively, citing strong exports and increased government spending. The move points to an initial economic recovery, though inflationary pressures and geopolitical risks remain concerns.
Facts
Germany raised its 2026 GDP growth forecast from 0.5% to 1.3%, more than doubling it.
Germany raised its 2027 GDP growth forecast from 0.9% to 1.1%.
Germany's economy still grew 0.3% in the second quarter.
Officials forecast that exports will grow 3.7% in 2026.
The government of Chancellor Merz decided to cut taxes on gasoline and diesel by 0.17 euros per liter from October through the end of December.
Officials expect inflation to reach 2.7% in 2026 and 3.0% in 2027.
Water resource challenges intensify: 貿協 invites experts on 10/15 to explore solutions, focusing on AI water treatment and industry practices
Published ・ Source Taiwan | 鉅亨網
貿協 will hold the 2026 Global Water Sustainability Forum at the Nangang Exhibition Center on October 15, bringing together experts to discuss PFAS policy, AI water treatment and industrial water recycling. The forum aims to help water-intensive industries address resource challenges and keep up with international trends.
Facts
貿協 will hold the 2026 Global Water Sustainability Forum at the Nangang Exhibition Center on October 15.
The forum will bring together domestic and international water experts and industry representatives to discuss issues including PFAS policy and AI water treatment.
The 環境部化學物質管理署 and the 美國水質協會 (WQA) will discuss PFAS risk management and international regulatory trends.
臥龍智慧環境 will explain cross-industry applications of AI water treatment technology at the forum.
中宇環保工程 will present practical case studies on industrial water recycling.
韋僑 September revenue hits second-highest on record, Q3 revenue sets another record, with full-year revenue poised to break through again
Published ・ Source Taiwan | 鉅亨網
韋僑’s September revenue was its second-highest ever, while third-quarter revenue hit a new record for the quarter. Benefiting from the move to a new plant and a recovery in medical demand, full-year revenue is expected to surpass its previous high.
Facts
韋僑’s September revenue was NT$172 million, up 18.26% year over year.
韋僑’s third-quarter revenue was NT$510 million, up 25.85% year over year.
韋僑’s revenue for the first three quarters of 2026 was NT$1.444 billion, up 22.08% year over year.
韋僑’s second-quarter 2026 net profit after tax was NT$82.04 million, up 2.01 times year over year.
韋僑 expects its production line in Japan to enter mass production in 2028.
韋僑’s 2025 revenue hit a record NT$1.607 billion.
Institutional investors estimate that 韋僑’s full-year 2026 earnings per share could reach NT$7-7.5.
Invested before ChatGPT was even launched! 老虎環球 bet on OpenAI, with paper gains of up to $5 billion
Published ・ Source Taiwan | 鉅亨網
老虎環球 invested $150 million in OpenAI in 2021, before ChatGPT’s launch, at a valuation of $15.7 billion. With OpenAI now planning to raise funds at a valuation of $1.4 trillion, the potential paper gain could reach $5 billion, making it one of the institution’s most successful investments in 25 years.
Facts
OpenAI is in talks to raise $30 billion at a valuation of $1.4 trillion
老虎環球’s potential gains on its stake could reach $5 billion
In 2021, 老虎環球 invested $150 million in OpenAI at a valuation of $15.7 billion
老虎環球 was the first hedge fund to invest in OpenAI
老虎環球’s hedge funds gained 9.4% in the first nine months of this year, while its fund investing in both public and private companies gained 19.3%
老虎環球’s latest venture capital fund posted an IRR of 65% before fees and 44% after fees
老虎環球’s assets under management plunged from $100 billion to $50 billion in 2022 and currently stand at about $60 billion
老虎環球’s latest venture capital fund, Private Investment Partners 16, has $2.7 billion in assets and investments in Anthropic, Waymo and Temporal Technologies
阿波羅電力 signs deal with Tesla to buy 260 energy storage units, with operations set to begin in 2028
Published ・ Source Taiwan | 鉅亨網
阿波羅電力 signed a deal with Tesla Energy to buy 260 Megapacks with a total capacity of 1GWh, investing NT$13 billion. Operations are expected to begin in 2028 to support electricity demand from AI data centers and manufacturers.
Facts
阿波羅電力 signed a purchase agreement with 台灣特斯拉 Energy for Tesla Megapacks with a total capacity of 1GWh, comprising 260 energy storage units.
The energy storage units are expected to be delivered in stages starting at the end of 2027 and enter service in 2028.
The project involves a total investment of about NT$13 billion and will be deployed along the western industrial corridor.
廣越(4438-TW) announced today (8) that September revenue was NT$2.573 billion, up 3.13% year over year.
廣越’s consolidated third-quarter revenue was NT$7.432 billion, up 2.21% year over year.
廣越’s consolidated revenue for the first three quarters was NT$15.373 billion, up 3.7% year over year.
Consolidated revenue for September, the third quarter and the first three quarters all reached their second-highest levels on record.
Chairman 吳朝筆 said orders from brand customers continued to grow steadily this year, with demand from major customers still providing support.
廣越 will continue to deepen its long-term partnerships with brand customers, building on its high-end functional apparel manufacturing capabilities and multi-location production setup.
Foreign investors withdraw NT$75.8 billion ahead of holiday, sharply selling 00406A, 友達 and 鴻海
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks fell 492 points at the close, pressured by selling ahead of the Double Ten holiday and a correction in U.S. stocks. Foreign investors recorded net selling of NT$75.852 billion for 3 straight days, sharply selling 00406A, 友達 and 鴻海; investment trusts turned to net buying of NT$4.688 billion. Institutional investors view the Oct. 5 low as key support and are optimistic about a short-term pullback.
Facts
Taiwan stocks fell 492 points at the close to 49,313, with trading volume shrinking to NT$869.6 billion.
Foreign investors made net sales of NT$75.852 billion in a single day, marking 3 consecutive days of net selling.
The biggest targets of foreign net selling were 主動中信台灣收益(00406A-TW) and 友達(2409-TW), with 59,000 lots sold in each.
Investment trusts bucked the trend, turning to net buying of NT$4.688 billion in a single day.
Foreign investors increased their futures short positions by 4,048 contracts, bringing the total to 83,000 contracts.
Revenue flash: 力積電(6770) September revenue was NT$7.665 billion, up 93.95% year over year
Published ・ Source Taiwan | 鉅亨網
力積電(6770) reported September 2026 revenue of NT$7.665 billion, up 93.95% year over year, marking significant growth. Revenue for the first nine months totaled NT$52.205 billion, demonstrating strong operating momentum, although institutional investors have recently been net sellers.
Facts
力積電’s September 2026 revenue was NT$7.665 billion
力積電’s September 2026 revenue rose 93.95% year over year
力積電’s cumulative revenue from January to September 2026 was NT$52.205 billion
The 3 major institutional investors had combined net trading of -46,956 lots over the past 5 days
Revenue flash: 長榮航(2618) September revenue was NT$20.749 billion, up 32.86% year over year
Published ・ Source Taiwan | 鉅亨網
長榮航(2618) reported September 2026 revenue of NT$20.749 billion, up 32.86% year over year. Revenue for the first 9 months totaled NT$194.38 billion, up 19.48% year over year. Institutional investors have recently been net sellers, and the share price has edged lower.
Facts
長榮航’s September 2026 revenue was NT$20.749 billion, up 32.86% year over year.
長榮航’s cumulative revenue for January-September this year was NT$194.38 billion, up 19.48% year over year.
The 3 major institutional investors had combined net trading of -2,142 lots in 長榮航 over the past 5 days.
長榮航’s latest share price was NT$41.4, down 1.9% over the past 5 days.
長榮航’s main business is scheduled and nonscheduled air passenger and cargo transportation on international routes.
王品 Q3 revenue surges to a quarterly record; Q4 outlook remains upbeat
Published ・ Source Taiwan | 鉅亨網
王品 reported record quarterly revenue of NT$6.717 billion in Q3, while September revenue also hit a record for the month. Benefiting from the Mid-Autumn Festival holiday and strong growth in its cross-strait business, the company has an optimistic outlook for the fourth quarter, supported by the peak season and year-end banquet demand.
Facts
王品’s consolidated September revenue reached NT$2.09 billion, up 19.73% year over year
王品’s consolidated third-quarter revenue hit a quarterly record of NT$6.717 billion
Total revenue over the 4-day Mid-Autumn Festival holiday reached NT$359 million
〈大立光 Earnings Call〉FA wins customer certification, moves further into FAU, with mass production set for mid-next year
Published ・ Source Taiwan | 鉅亨網
大立光 held an earnings call today, where Chairman Lin En-ping announced that its fiber array (FA) received customer certification in September and that the company is moving further into the fiber array unit (FAU) market, with shipments from mass production possible as early as mid-next year.
Facts
大立光's fiber array (FA) received customer certification in September
大立光 plans to discuss the scale of FA capacity construction with customers in October and complete the capacity buildout by mid-next year
大立光 has moved further into fiber array units (FAU), with shipments possible as early as mid-next year
大立光 will procure PMLA (prism/microlens arrays) to manufacture FAUs
大立光's third-quarter capital expenditure reached NT$8.18 billion
大立光's new production capacity is not expected to come online until 2030
大立光's multi-row FAs are currently at the sample-submission stage and are expected to be projects for 2028
大立光 believes the Micro LED solution does not meet the needs of computing centers