# AI News 180m Report｜2026-10-09 03:00–06:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Japan, 86 items from 5 sources; Taiwan, 59 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 鑫亞電通 (6726): Announces a change in the head of internal audit

- Published: 2026-10-08T18:23:04+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=pub&co_id=6726&year=115&month=10&b_date=1&e_date=31&seq_no=3&spoke_time=172304&spoke_date=20261008
- anchor: #n3272148
- Companies mentioned: 鑫亞電通

鑫亞電通 announced that head of internal audit 陳熒幸 resigned, effective 115/10/08. An acting appointee will temporarily assume the duties, and an announcement on the successor will be made after resolutions by the audit committee and board of directors.

Facts:
- 115/10/08

## 亞洲藏壽司 (2754): Announces the issuance date of its first 2026 employee stock option certificates

- Published: 2026-10-08T18:19:42+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=2754&year=115&month=10&b_date=1&e_date=31&seq_no=2&spoke_time=171942&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291088-en.html
- anchor: #n3272096
- Companies mentioned: 亞洲藏壽司、亞洲藏壽司股份有限公司

亞洲藏壽司 announced that the issuance date of its first 2026 employee stock option certificates is 115/10/08. It will issue 826 units at an issue price of 41.1 yuan.

Facts:
- 826 units to be issued
- Issue price: 41.1 yuan

## 立軒 (6222): Announces key resolutions of the company's third extraordinary shareholders' meeting in 115

- Published: 2026-10-08T18:17:17+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=6222&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=171717&spoke_date=20261008
- anchor: #n3272095
- Companies mentioned: 立軒、兆軒建設

立軒 (6222) announced that a key resolution of its third extraordinary shareholders' meeting in 115 approved the proposed acquisition of shares in 兆軒建設.

Facts:
- 115/10/08

## 奧孟亞 (7776): Invited to participate in an investor conference hosted by 凱基證券

- Published: 2026-10-08T18:16:15+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=7776&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=171615&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291125-en.html
- anchor: #n3272133
- Companies mentioned: 奧孟亞、凱基證券

奧孟亞 (7776) was invited to participate in an investor conference hosted by 凱基證券 on October 14, 115, to discuss its R&D progress, business development achievements and market outlook.

Facts:
- Date of event: 115/10/14
- 召開法人說明會之時間：14 時 00 分
- No. 2, Section 1, Chongqing South Road, Taipei City
- 12th Floor

## 台寶生醫 (6892): Corrects some information in the presentation for the investor conference held on 115/06/09

- Published: 2026-10-08T18:13:02+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=6892&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=171302&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291124-en.html
- anchor: #n3272132
- Companies mentioned: 台寶生醫股份有限公司、台寶生醫、TFDA

台寶生醫 (6892) corrected information in the presentation for the investor conference held on 115/06/09, removing the statement on original page 13 that Taiwan serves as its manufacturing base and that it has a plant meeting PIC/S GMP standards. The company said its Zhubei cell production plant was built to PIC/S GMP standards and had previously passed a TFDA pilot plant assessment, but it is currently 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
- 115/10/08
- Page 13
- ROC year 113, May 22
- ROC year 115, May 22

## 遠鼎投資 (8376): Announces corrections to the information on total limits for loans to others and explanatory notes in the schedules to the company's 114 annual standalone and consolidated financial reports and 115 second-quarter consolidated financial report. (This correction does not affect financial statement profit or loss.)

- Published: 2026-10-08T18:06:48+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=pub&co_id=8376&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=170648&spoke_date=20261008
- anchor: #n3272147
- Companies mentioned: 遠鼎投資

遠鼎投資 (8376) announced corrections to the total limits and notes in the “Loans to Others” schedules of its 114 annual and 115 second-quarter consolidated financial reports. The corrections do not affect financial statement profit or loss.

Facts:
- 114年度
- Second quarter of 115
- 115/10/08

## 盛新 (6930): Invited to participate in a pre-emerging-stock investor conference hosted by 第一金證券

- Published: 2026-10-08T18:02:29+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=6930&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=170229&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291135-en.html
- anchor: #n3272146
- Companies mentioned: 盛新、第一金證券

盛新 (6930) was invited to participate in a pre-emerging-stock investor conference hosted by 第一金證券 at the Grand Hyatt Taipei on October 12, 115, to discuss the company's operations and outlook.

Facts:
- 1. Date of occurrence: 115/10/12
- (2) Time of investor conference: 14:30

## 亞昕 (5213): Announces the company's self-calculated debt ratio, current ratio and quick ratio for September 115.

- Published: 2026-10-08T17:54:09+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=5213&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=165409&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291084-en.html
- anchor: #n3272094
- Companies mentioned: 亞昕

亞昕 (5213) announced its self-calculated financial ratios for September 115, including the debt ratio, current ratio and quick ratio.

Facts:
- 115/9
- 135.27%
- 12.53%
- 76.22%
- 75.14%
- 73.76%

## 芯測 (6786): Announces a board resolution on amendments to its medium- and long-term capital planning and cash capital increase through the issuance of new shares

- Published: 2026-10-08T17:48:59+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=6786&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=164859&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291123-en.html
- anchor: #n3272131
- Companies mentioned: 芯測

The summary of this item is not shown

Facts:
- 3,000,000 shares
- NT$10
- Par value of NT$30,000,000
- NT$40 per share
- A total of 300,000 shares
- A total of 2,700,000 shares

## 新零售 (3085): Announcement of the aggregate outstanding balance of loans taken out by the company and its subsidiaries from non-financial institutions, the ratio to total financing in the consolidated financial statements, the total bank credit facilities and utilization in the previous month's consolidated financial statements, and cash receipts and payments over the next three months

- Published: 2026-10-08T17:48:19+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=3085&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=164819&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291083-en.html
- anchor: #n3272093
- Companies mentioned: 新零售、水噹噹、久新、數位資產

新零售 (3085) announced the aggregate outstanding balance of loans taken out by its subsidiaries from non-financial institutions, bank financing utilization, and its cash receipts and payments forecast for the next three months as of the end of September 115.

Facts:
- Subtotal of operating cash inflows 6,600
- Subtotal of operating cash outflows (11,200)
- Opening bank deposit balance 297,840

## 寰聖 (7936): Announcement of the board's resolution to convene the first extraordinary shareholders' meeting in 115 (additional proposal)

- Published: 2026-10-08T17:39:50+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=7936&year=115&month=10&b_date=1&e_date=31&seq_no=3&spoke_time=163950&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291121-en.html
- anchor: #n3272130
- Companies mentioned: 寰聖

寰聖 (7936) announced that it will hold its first extraordinary shareholders' meeting on November 3, 115. The agenda includes a full re-election of directors and amendments to the articles of incorporation and shareholders' meeting rules of procedure.

Facts:
- 115/10/08
- 115/11/03
- Conference Room 402
- 115/10/05

## 元勛 (7660): Announcement of a change in the company's head of finance and accounting

- Published: 2026-10-08T17:35:54+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=pub&co_id=7660&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=163554&spoke_date=20261008
- anchor: #n3272145
- Companies mentioned: 元勛

元勛 (7660) announced that its head of finance and accounting, Xie Yuansheng, resigned on 115/10/08 for personal career planning reasons. A successor will be announced after the board makes a decision.

Facts:
- 115/10/08

## 立達(5262): Announcement of unaudited consolidated revenue for September 2026

- Published: 2026-10-08T17:35:04+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=5262&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=163504&spoke_date=20261008
- Article page: https://ainews.idaeo.ai/a/4291120-en.html
- anchor: #n3272129
- Companies mentioned: 立達(5262)、立達國際電子股份有限公司

立達國際電子股份有限公司 announced consolidated revenue of NT$270 million for September 2026, up 74.29% from a year earlier, with cumulative revenue reaching NT$2.228 billion.

Facts:
- NT$270 million
- Up 74.29%
- NT$155 million
- NT$252 million
- Up 7.23%
- NT$2.228 billion
- NT$1.454 billion
- Up 53.23%
- NT$263 million
- 97.37% of total consolidated revenue

## TDCC Shareholding Dispersion Table 00403A (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=00403A
- anchor: #n3271877

TDCC Shareholding Dispersion Table 00403A (data date 20261008)

Facts:
- 780724 people
- 12708519000 shares

## TDCC Shareholding Dispersion Table 00402A (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=00402A
- anchor: #n3271876

TDCC Shareholding Dispersion Table 00402A (data date 20261008)

Facts:
- Tier 1: 1998 people
- 554685 shares
- Share: 0.09%
- Tier 17: 38434 people
- 561127000 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 00401A (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=00401A
- anchor: #n3271875

The TDCC Shareholding Dispersion Table 00401A (data date 20261008) shows the number of shareholders, shares held, and percentage for each tier. A total of 18220 people hold 259395000 shares, with the shareholding distribution detailed by tier.

Facts:
- Tier 17: 18220 people

## TDCC Shareholding Dispersion Table 00400A (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=00400A
- anchor: #n3271874

The TDCC Shareholding Dispersion Table 00400A (data date 20261008) shows the number of shareholders, shares held, and percentage for each tier.

Facts:
- Tier 1: 15286 people
- Percentage: 0.22%
- Tier 2: 67090 people
- Percentage: 8.69%
- Tier 3: 20973 people
- Percentage: 9.66%
- Tier 4: 6832 people
- Percentage: 4.77%
- Tier 5: 6553 people
- Percentage: 6.70%
- Tier 6: 5671 people
- Percentage: 8.08%
- Tier 7: 2597 people
- Percentage: 5.06%
- Tier 8: 2634 people
- Percentage: 6.78%
- Tier 9: 3909 people
- Percentage: 16.01%
- Tier 10: 1536 people
- Percentage: 11.84%
- Tier 11: 471 people
- Percentage: 7.11%
- Tier 12: 117 people
- Percentage: 3.05%
- Tier 13: 32 people
- Percentage: 1.18%
- Tier 14: 23 people
- Percentage: 1.13%
- Tier 15: 51 people
- Level 16: 0 holders
- Share 0.00%
- Tier 17: 133775 people
- Share 100.00%

## TDCC Shareholding Dispersion Table 000856 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000856
- Article page: https://ainews.idaeo.ai/a/4291049-en.html
- anchor: #n3271873
- Companies mentioned: 000856

The TDCC Shareholding Dispersion Table shows that as of the 20261008 data date, holdings in 000856 were concentrated in tiers 15 and 17, each accounting for 100.00%.

Facts:
- 323400000 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 000815 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000815
- Article page: https://ainews.idaeo.ai/a/4291051-en.html
- anchor: #n3271872
- Companies mentioned: 000815

The TDCC Shareholding Dispersion Table shows that, as of the 2026年10月8日 data date, the security with code 000815 had holdings in tiers 15 and 17 each accounting for 100.00%, while all other tiers were zero.

Facts:
- 2505407068 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 000779 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000779
- Article page: https://ainews.idaeo.ai/a/4291050-en.html
- anchor: #n3271871
- Companies mentioned: 000779

The TDCC Shareholding Dispersion Table shows that, on the 20261008 data date, tiers 15 and 17 for 000779 each had 1 holder with 1,150,000,000 shares, accounting for 100.00% in each tier. All other tiers were zero.

Facts:
- 1150000000 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 000708 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000708
- Article page: https://ainews.idaeo.ai/a/4291048-en.html
- anchor: #n3271870
- Companies mentioned: 000708

The TDCC Shareholding Dispersion Table shows that, on the 20261008 data date, holdings in 000708 were distributed with tiers 15 and 17 each accounting for 100.00%.

Facts:
- 20200000 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 000560 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000560
- Article page: https://ainews.idaeo.ai/a/4291047-en.html
- anchor: #n3271869
- Companies mentioned: 000560

The TDCC Shareholding Dispersion Table shows that, on the 20261008 data date, tiers 15 and 17 for 000560 each had 1 holder with 29,700,000 shares, each accounting for 100.00%. All other tiers were 0.

Facts:
- 29700000 shares
- Share 100.00%

## TDCC Shareholding Dispersion Table 000218 (data date 20261008)

- Published: 2026-10-08T01:00:00+09:00
- Source: Taiwan | 臺灣集中保管結算所
- Original: https://opendata.tdcc.com.tw/getOD.ashx?id=1-5&dataDate=20261008&securityId=000218
- Article page: https://ainews.idaeo.ai/a/4291046-en.html
- anchor: #n3271868

The TDCC Shareholding Dispersion Table shows that, on the 20261008 data date, tiers 15 and 17 for the security with code 000218 each had 1 holder with 422,278,902 shares, each accounting for 100.00%. All other tiers were 0.

Facts:
- 422278902 shares
- Share 100.00%

## Middle East tensions and hurricane drive sharp rise in international oil prices

- Published: 2026-10-09T05:41:21+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610090008.aspx
- Article page: https://ainews.idaeo.ai/a/4291397-en.html
- anchor: #n3272899
- Companies mentioned: 中央社、路透社

International oil prices surged amid fears of war in the Middle East and as Hurricane Isaias approached the U.S. Gulf Coast. Brent crude settled at $104.28 a barrel, up 4.1%; U.S. West Texas Intermediate crude settled at $91.49 a barrel, up 3.6%.

Facts:
- Closed up about 4%
- Rose more than $5 a barrel
- Closed at $104.28 a barrel
- Rose $4.08
- Gained $3.21
- Settled at $91.49 a barrel

## Taiwan Representative Office in India hosts National Day reception, announces revival of Taiwan-India Parliamentary Friendship Association

- Published: 2026-10-09T05:10:18+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610090007.aspx
- Article page: https://ainews.idaeo.ai/a/4291043-en.html
- anchor: #n3271865
- Companies mentioned: 中央社、長榮航空

The Taiwan Representative Office in India hosted a National Day reception, where Representative Chen Mu-min announced the resumption of the Taiwan-India Parliamentary Friendship Association's operations and cited record bilateral trade and cooperation advances, including 長榮航空 launching direct flights.

Facts:
- The 30th anniversary of direct presidential elections
- Economic growth exceeded 14%
- Bilateral trade reached a record $12.5 billion last year
- In just the first 8 months of this year
- It reached $12.9 billion
- Growth reached as high as 60%
- 長榮航空 will launch direct flights between Taipei and Delhi starting Dec. 1
- 23 Indian lawmakers have agreed to participate

## Trump: ‘Artificial intelligence’ should be renamed ‘superintelligence’; those who refuse are enemies

- Published: 2026-10-09T04:49:16+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610090006.aspx
- Article page: https://ainews.idaeo.ai/a/4291036-en.html
- anchor: #n3271621
- Companies mentioned: 中央社、法新社、白宮、聯合國、Truth Social、Meta、X

Trump has asked U.S. government departments to uniformly replace ‘artificial intelligence’ with ‘superintelligence,’ calling those who refuse enemies; some private companies, including Meta, and Musk have already followed suit.

Facts:
- 1151009

## Rubio urges Europe to reduce dependence on China, stresses supply-chain diversification

- Published: 2026-10-09T04:27:14+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610093001.aspx
- Article page: https://ainews.idaeo.ai/a/4291033-en.html
- anchor: #n3271620
- Companies mentioned: 中央社、彭博、中國長江三峽集團、葡萄牙電力公司（EDP）、國家能源網絡公司（REN）、復星國際、葡萄牙商業銀行（Banco Comercial Português）、歐盟（EU）

U.S. Secretary of State Marco Rubio held a joint news conference in Lisbon with Portuguese Foreign Minister Paulo Rangel, urging European countries to reduce their dependence on China and stressing supply-chain diversification. The article notes that Chinese companies hold stakes in several strategic Portuguese assets and are among Portugal's major sources of foreign investment; the EU is drafting new rules to reduce dependence on China and strengthen investment screening.

Facts:
- 22.2% stake
- 25% stake
- 20.45% stake
- 12.1 billion euros
- $13.5 billion

## Trump says talks with Iran are productive, says attacks will not resume before U.S. midterm elections

- Published: 2026-10-09T03:10:12+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610090005.aspx
- Article page: https://ainews.idaeo.ai/a/4291014-en.html
- anchor: #n3271353
- Companies mentioned: 中央社、大西洋月刊、Axios、Truth Social、五角大廈、美軍中央司令部、CENTCOM、高通膨

Trump said in a post that the United States is engaged in productive discussions with Iran and vowed not to attack Tehran before the Nov. 3 midterm elections, while reiterating that Iran cannot have nuclear weapons. Reports had earlier said the Trump administration was considering airstrikes on Iran before the election; international oil prices surged about 5% after the news broke.

Facts:
- Midterm elections on Nov. 3
- Surged about 5%
- 1/5 of global oil and gas shipments
- Within the next 3 or 4 weeks

## Saudi capital comes under attack; several airlines suspend flights, U.S. urges citizens to exercise caution

- Published: 2026-10-09T03:08:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610090004.aspx
- Article page: https://ainews.idaeo.ai/a/4291015-en.html
- anchor: #n3271354
- Companies mentioned: 中央訊息、青年運動、德國漢莎航空集團、靛藍航空、印度航空公司、阿卡薩航空、路透社、FlightRadar24、法新社、美國國務院領事事務單位

Yemen's Houthi rebels, the “青年運動,” claimed an attack on Riyadh airport, prompting Germany's Lufthansa and several 印度航空公司 to suspend flights; the United States urged its citizens in Saudi Arabia to exercise caution.

Facts:
- 3 印度航空公司
- Through Oct. 16
- Through Oct. 9
- Until Oct. 10
- 3 people familiar with the matter
- 3 people were killed
- King Khalid International Airport in Riyadh was attacked on Oct. 8

## GPT-5.6 price-cut offensive pays off! OpenAI's enterprise spending catches up with Anthropic; costs and data privacy to decide the winner

- Published: 2026-10-09T05:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624684
- Article page: https://ainews.idaeo.ai/a/4291040-en.html
- anchor: #n3271622
- Companies mentioned: OpenAI、Anthropic、OpenRouter、Stripe、Reevo、Ramp、Retool、華爾街日報

OpenAI is rapidly catching up with Anthropic in the enterprise AI market through a price war over its GPT-5.6 series. The two are going head-to-head ahead of their IPOs, as enterprise customers accelerate efforts to diversify suppliers over cost and data privacy concerns.

Facts:
- OpenAI released its GPT-5.6 series of models this summer, including Sol, Terra and Luna
- OpenAI cut the price of GPT-5.6 Luna by 80% and GPT-5.6 Terra by 20%
- OpenRouter's data on about 120,000 companies showed that in September, OpenAI and Anthropic models each accounted for roughly half of enterprise spending
- Anthropic's share of enterprise AI spending reached three-quarters early this year
- OpenAI said 2.5 million companies now use its products
- Retool CEO David Hsu estimates that spending on OpenAI models is about 20% lower than on Anthropic models
- Anthropic announced that Fable 5 will retain user data for 30 days for trust and safety purposes
- Anthropic is reportedly planning to go public as soon as November, while OpenAI may list next year

## Whoever leads the AI agent race will need chips! Wall Street favors these winners

- Published: 2026-10-09T04:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6625880
- Article page: https://ainews.idaeo.ai/a/4291021-en.html
- anchor: #n3271498
- Companies mentioned: Meta、OpenAI、Alphabet、Tema ETFs、Lear Investment Management、輝達、美光、Williams、邁威爾、英特爾、超微、花旗、彭博

Wall Street investors expect the spread of AI agents to drive demand for chips and infrastructure. No matter whether products from Meta, OpenAI or Alphabet emerge as winners, hardware and energy stocks including 輝達, 美光 and Williams stand to benefit.

Facts:
- Meta's AI assistant Muse quickly gained popularity after launch, helping drive a 27% surge in Meta shares in September, their best monthly performance in nearly four years.
- OpenAI launched Dots, joining products such as Alphabet's Gemini Spark in the competition.
- Lear Investment Management Chief Investment Officer Rick Lear is focusing investments on 輝達, 美光 and energy company Williams.
- The Philadelphia Semiconductor Index has surged 84% this year, with 美光, 邁威爾, 英特爾 and 超微 among the beneficiaries.
- 彭博 Intelligence expects the AI infrastructure industry to post 63% net profit growth and a 54% increase in revenue in 2027, above its late-July estimates of less than 48% net profit growth and 32% revenue growth.
- 花旗 analyst Atif Malik estimated in an Oct. 6 report that the compound annual growth rate of the potential CPU market will reach 60% through 2030.

## Who will pay if AI goes disastrously wrong? Anthropic targets a $2 trillion valuation, leaving investors to grapple with the numbers

- Published: 2026-10-09T03:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6625918
- Article page: https://ainews.idaeo.ai/a/4291022-en.html
- anchor: #n3271499
- Companies mentioned: Anthropic、SpaceX、Grok、Slow Ventures、Private Shares Fund、BP、Relm Insurance、PitchBook

Anthropic is preparing for a major IPO with a potential valuation of $2 trillion, but the risks of AI going out of control are difficult to quantify, making pricing a challenge for potential investors. Institutions including Slow Ventures are calling for a reserve mechanism similar to bank capital buffers.

Facts:
- Anthropic is preparing for a major initial public offering (IPO) that could value the company at as much as $2 trillion.
- Slow Ventures partner 雷辛 argues that the U.S. government should require AI labs to set aside $1 trillion in cash.
- The potential burden AI could place on society may reach $2 trillion to $4 trillion.
- SpaceX raised $86.2 billion in a June IPO; its stock is now up more than 20% from the offering price.
- The 2010 Deepwater Horizon disaster at BP killed 11 people. BP had $700 million in self-insurance coverage, while the disaster's eventual cost reached tens of billions of dollars.
- Trump and technology leaders, including Dario Amodei, reached an AI safety agreement described as ‘morally binding.’
- Some researchers have discussed on X the possibility that AI could cause human extinction, putting the odds at more than 10%.

## Ternus takes over and faces an uphill battle: weak U.S. demand for iPhone 18 Pro, production snags reported for Duo

- Published: 2026-10-09T03:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6626103
- Article page: https://ainews.idaeo.ai/a/4291007-en.html
- anchor: #n3271233
- Companies mentioned: 蘋果(AAPL-US)、Bernstein、ZeroHedge、MacRumors、Counterpoint、大立光(3008-TW)、Jefferies(JEF-US)、美國銀行(BAC-US)、彭博

Bernstein analysts said Apple's new CEO, John Ternus, faces challenges from weak U.S. demand for the iPhone 18 Pro and production snags for Duo. But with strong iPhone 17 sales and support from the Chinese and Indian markets, they maintained an ‘Outperform’ rating and a $370 price target.

Facts:
- Bernstein technology analyst Newman said in a report that global iPhone sales rose 7% year over year in August, while revenue increased 13%.
- Initial U.S. demand for the iPhone 18 Pro and Pro Max is down by a low-single-digit percentage compared with the same period last year.
- First-week sales of the iPhone 18 Pro series in China rose 12% year over year; sales in India increased 19% in the first 3 days after launch.
- The base-model iPhone 18 has been delayed until spring 2027, while production problems could delay the launch of iPhone Duo.
- Newman maintains an “Outperform” rating on Apple, with a 12-month price target of $370.

## Have U.S. Treasuries fallen enough? Some investors are stepping in to buy the dip, betting on a rebound in long-term bonds.

- Published: 2026-10-09T02:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6626081
- Article page: https://ainews.idaeo.ai/a/4291008-en.html
- anchor: #n3271234
- Companies mentioned: iShares、Cboe LiveVol、SpotGamma、Perry International Capital Partners

During the U.S. Treasury selloff, trading in TLT call options heated up, signaling that investors were positioning for a rebound. Demand at the 10-year Treasury auction was strong. Jim Perry believes yields are near a peak but prefers stocks.

Facts:
- TLT's options volume that day was 50% above its 30-day average.
- Traders bought nearly 370,000 calls, while fewer than 100,000 puts were bought.
- About 16,000 calls with a strike price of $82 and an expiration date of October 30 traded.
- An aggressive buyer spent at least $250,000 buying calls.
- The utility sector ETF (XLU-US) saw a put-selling trade worth about $1 million last Friday.

## Survey of orders received in the equipment construction industry — monthly orders received, July 2026

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | 政府統計 e-Stat
- Original: https://www.e-stat.go.jp/stat-search/files?layout=datalist&toukei=00600880&tstat=000001016772&cycle=1&year=20260&month=23070907&tclass1=000001016773
- Article page: https://ainews.idaeo.ai/a/4291386-en.html
- anchor: #n3272837

Information on the monthly dataset for the July 2026 survey of orders received in the equipment construction industry, released by the Ministry of Land, Infrastructure, Transport and Tourism.

Facts:
- July 2026
- Number of files included: 11

## Status of contracts for securities transactions with foreign and domestic investors — monthly, September 2026

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | 政府統計 e-Stat
- Original: https://www.e-stat.go.jp/stat-search/files?layout=datalist&toukei=00350505&tstat=000001204942&cycle=1&year=20260&month=23070909
- Article page: https://ainews.idaeo.ai/a/4291388-en.html
- anchor: #n3272836

Metadata for the monthly statistical dataset on the status of contracts for securities transactions with foreign and domestic investors in September 2026, released by the Ministry of Finance.

Facts:
- September 2026
- Number of included files: 6

## Balance of Payments Statistics — August 2026

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | 政府統計 e-Stat
- Original: https://www.e-stat.go.jp/stat-search/files?layout=datalist&toukei=00350503&tstat=000001205757&cycle=0
- anchor: #n3272835

Information on the Balance of Payments Statistics dataset for August 2026, released by the Ministry of Finance.

Facts:
- August 2026
- Number of files included: 2

## Economy Watchers Survey — monthly, September 2026

- Published: 2026-10-08T00:00:00+09:00
- Source: Japan | 政府統計 e-Stat
- Original: https://www.e-stat.go.jp/stat-search/files?layout=datalist&toukei=00100001&tstat=000001012172&cycle=1&year=20260&month=23070909
- Article page: https://ainews.idaeo.ai/a/4291385-en.html
- anchor: #n3272834

The Cabinet Office released the monthly Economy Watchers Survey data for September 2026. It includes 11 files, including seasonally adjusted figures and trends in the DI by sector, industry and region.

Facts:
- September 2026
- Number of files included: 11

## Materials for the 133rd Workers' Compensation Insurance Subcommittee of the Labor Conditions Subcommittee, Labor Policy Council

- Published: 2026-10-08T19:05:00+09:00
- Source: Japan | 厚生労働省
- Original: https://www.mhlw.go.jp/stf/newpage_76665.html
- Article page: https://ainews.idaeo.ai/a/4291376-en.html
- anchor: #n3272495

A list of materials and agenda for the 133rd Workers' Compensation Insurance Subcommittee of the Labor Conditions Subcommittee, Labor Policy Council, to be held on Oct. 9, Reiwa 8 (proposed Cabinet Order amendments and hearings on special enrollment associations for specific freelance businesses).

Facts:
- 133rd meeting
- 58KB
- 128KB
- 215KB
- 1017KB
- 701KB
- 935KB

## Notice of the 60th Human Resources Development Subcommittee of the Labor Policy Council (hybrid meeting)

- Published: 2026-10-08T18:39:00+09:00
- Source: Japan | 厚生労働省
- Original: https://www.mhlw.go.jp/stf/newpage_76663.html
- Article page: https://ainews.idaeo.ai/a/4291378-en.html
- anchor: #n3272496

The Ministry of Health, Labour and Welfare will hold the 60th Human Resources Development Subcommittee of the Labor Policy Council on Oct. 9, Reiwa 8. Agenda items include future human resources development policies. The meeting will be held in a hybrid format, and materials will be posted on the website in a paperless format.

Facts:
- 60th
- Reiwa 8, October 9
- 13時00分～15時00分
- Conference Room 21 (17th floor)
- Wednesday, October 7

## Minister of Health, Labour and Welfare Ueno will hold a press conference after the Cabinet meeting

- Published: 2026-10-08T17:06:00+09:00
- Source: Japan | 厚生労働省
- Original: https://www.mhlw.go.jp/stf/newpage_76658.html
- Article page: https://ainews.idaeo.ai/a/4291377-en.html
- anchor: #n3272497
- Companies mentioned: 厚生労働省、厚生労働記者会、Adobe Reader

A press release announcing a post-Cabinet meeting press conference by Health, Labour and Welfare Minister Ueno.

Facts:
- Reiwa 8, October 9
- ９：４０ﾒﾄﾞ
- 03-3595-2570

## “Brows alone” aren’t enough. Beauty needs focused on the “whole face,” revealed by the candid views of more than 3,000 women

- Published: 2026-10-09T05:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000002.000184399.html
- Article page: https://ainews.idaeo.ai/a/4291068-en.html
- anchor: #n3272028
- Companies mentioned: ノーブル合同会社、HBL、デンキバリブラシ

A survey of more than 3,000 women conducted by ノーブル合同会社 found that women aged 30 and over are concerned with changes in the overall impression of their face, rather than individual features such as eyebrows or skin. In particular, “小顔リフトワックス™” is positioned as a service combining HBL (eyebrow care) and デンキバリブラシ® (care for facial hair and skin), meeting demand for the efficiency of “doing everything at once” and for the “results and noticeable effects” valued when purchasing high-priced home appliances.

Facts:
- More than 3,000 responses in total
- “Can be done all at once” 46.9%
- No. 1: “Radiance” 33%
- No. 2: “A lifted appearance” 25%
- No. 3: “A slimmer-looking face” 22%
- But among women in their 30s, it was 41%
- 73% of women in their 30s
- 98% of women in their 20s

## ＪＡ共済’s regional contribution activities: New TV commercial “Made Possible by Wanting to Meet” to air nationwide starting October 12

- Published: 2026-10-09T04:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000031.000051085.html
- Article page: https://ainews.idaeo.ai/a/4291028-en.html
- anchor: #n3271619
- Companies mentioned: ＪＡ共済連、全国共済農業協同組合連合会、ＪＡ共済、アイル、スターダストプロモーション

ＪＡ共済連 will begin airing a new TV commercial, “Made Possible by Wanting to Meet,” nationwide from October 12, highlighting the appeal of regional contribution activities and ＪＡ events.

Facts:
- Broadcasting begins nationwide on October 12
- Mother and Son (15-second and 30-second versions)
- Available starting Friday, October 9

## A secluded hot spring deep in the mountains that takes a full 2 days of climbing to reach; a hairdresser on a remote island who takes 1 week to visit… What could be found at Japan’s hardest-to-reach shops? “Sand Knockman” airs Sunday, October 25, at 1:30 p.m.

- Published: 2026-10-09T04:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000001611.000015357.html
- Article page: https://ainews.idaeo.ai/a/4291027-en.html
- anchor: #n3271618
- Companies mentioned: CBCテレビ、TBS系列、TOKYO COOL、クリエイティブパープル

CBCテレビ will broadcast “Sand Knockman: We Tried Visiting Japan’s Hardest-to-Reach Shops” at 1:30 p.m. on October 25, 2026. Takeshi Tomizawa, Daisuke Shiba, Susumu Mae and Yui Koike will appear, visiting hard-to-reach businesses such as a secluded hot spring deep in the mountains and a hairdresser on a remote island.

Facts:
- Oct. 25, 2026
- 1:30 p.m.
- 28 stations in the TBS系列
- A boat journey lasting as long as 24 hours

## 鶴味噌醸造「白秋あわせ（みそ）」（鶴屋百貨店、鮮ど市場荒尾店、鮮ど市場大牟田店で販売） - 交換／返金

- Published: 2026-10-07T00:00:00+09:00
- Source: Japan | 消費者庁
- Original: https://www.recall.caa.go.jp/result/detail.php?rcl=00000035945&screenkbn=03
- Article page: https://ainews.idaeo.ai/a/4291081-en.html
- anchor: #n3272034
- Companies mentioned: 鶴味噌醸造、鶴屋百貨店、鮮ど市場荒尾店、鮮ど市場大牟田店

Exchanges or refunds are being offered for 鶴味噌醸造’s “白秋あわせ（みそ）” because the best-before date was omitted from the label.

Facts:
- 2027.03.02
- October 07, 2026