Behind the scenes: Lai Ching-te unhappy with Yilan turmoil! After a Presidential Office event, he asked Lin Chia-lung face-to-face……
Published ・ Source Taiwan | 風傳媒
With the blue and green camps' candidates for the 2026 Yilan County magistrate race confirmed, internal coordination issues within the green camp have drawn attention. President Lai Ching-te even asked party chair Lin Chia-lung about the situation in person.
Facts
In the Yilan County magistrate race in the 2026 local elections, the Kuomintang nominated legislator Wu Tsung-hsien, who represents the party on the proportional-representation list.
The Democratic Progressive Party nominated lawyer Lin Kuo-chang, who had not previously joined the party, to run for Yilan County magistrate.
Wu Tsung-hsien's camp questioned whether Lin Kuo-chang has close ties to Chen Jin-te, a minister without portfolio in the Executive Yuan affiliated with the New Tide faction.
Lin Kuo-chang wants people to call him the “New Warm Current of Yilan” rather than a member of the New Tide faction.
Business champions: Small farmers have good products, but companies struggle to buy directly! 三小市集's Li Yiqian moves from markets to contract farming and ecological data.
Published ・ Source Taiwan | 風傳媒
三小市集 founder Li Yiqian shared her entrepreneurial experience, saying small farmers face challenges in sales and risk. To strengthen supply-chain stability, the company joined 睿禾金碳集團 in August 2026 and launched an ecological data platform for corporate clients.
Facts
三小市集 founder Li Yiqian established 三小市集 and 三小文創 in 2012.
三小文創 became a wholly owned subsidiary of 睿禾金碳集團 in August 2026.
三小市集 currently works with more than 130 producers.
三小市集 has capital of NT$4 million.
三小市集 has a team of about ten people.
三小市集 launched the Farm E²aaS ecological sustainability platform to integrate agricultural and environmental data.
木曜4超玩 returns without warning! All-Star Sports Games revived after 4 years, with only 3 of the 6 original stars remaining and views far below its former ten-million mark.
Published ・ Source Taiwan | 風傳媒
木曜4超玩 held its 5th All-Star Sports Games in 2026 after a 4-year hiatus, but the absence of key members and changes to the behind-the-scenes team left it with only 62,000 views, far short of its former ten-million-view success.
Facts
木曜4超玩 brought back the 5th “YARTIST All-Star Sports Games” in 2026, exactly 4 years after the previous edition.
The 5th All-Star Sports Games garnered only about 62,000 views in 4 hours after going online.
Of the former “6 stars of 木曜,” Kunda stepped back amid military-service evasion controversy, Maria Abe announced her pregnancy, and Yangyang was absent due to work, leaving only 3 original members in attendance.
Producer Baixiang (Li Junjie) left the 木曜4超玩 production team in 2023.
The 5th All-Star Sports Games was hosted by Meili Benren and A-Le.
Commentary: Building and securing its own power supply would benefit both sides; should 台積電 take responsibility for its own electricity supply?
Published ・ Source Taiwan | 風傳媒
Commentary says that with AI and semiconductor factory expansions driving a surge in electricity demand, 台積電 must provide its own power supply. Major foreign technology companies commonly build or contract power plants, and Taipower and 台積電 should stop saying they will “study the matter further.”
Facts
Taipower says the idea of “contracting for” or building power plants is still at the conceptual discussion stage.
台積電's share of Taiwan's total electricity consumption was less than 6% in 2020.
台積電's share of Taiwan's total electricity consumption topped 7% the following year.
台積電's share of Taiwan's total electricity consumption reached 10.2% last year.
台積電's share of Taiwan's total electricity consumption is projected to reach 15% in 2030.
AI data centers currently account for less than 1% of electricity consumption, but that share is projected to grow by 6.5-7.5 times within the next 3 years.
In March this year, 7 major technology companies—Google, Meta, OpenAI, xAI, 亞馬遜, 微軟, and 甲骨文—went to the White House to sign a commitment to build their own power plants.
Trump launches “Genesis Mission” to expand AI research; 11 companies pledge $2.4 billion in resources, with 輝達 contributing $1 billion alone.
Published ・ Source Taiwan | 鉅亨網
The Trump administration's “Genesis Mission” secured pledges of $2.4 billion in AI resources from 11 technology companies. 輝達 led with $1 billion, supporting scientific research across more than 15 federal agencies.
Facts
11 industry partners have pledged AI tools and computing resources worth a total of $2.4 billion.
輝達 has pledged $1 billion over the next 5 years, making it the largest single contributor.
The Genesis Mission supports more than 15 federal agencies in tackling national science and technology challenges.
Anthropic has pledged Claude resources worth a total of $150 million over the next 3 years. Supported institutions include NASA, the National Institutes of Health, and the National Science Foundation.
AMP and Emerald AI each contributed $100 million, while AWS, Armada, Crusoe, and 美光 each contributed $50 million.
The Genesis Mission expanded to more than 15 federal agencies in July 2026, backed by $5 billion in federal commitments.
Resource pledges are not the same as $2.4 billion in cash appropriations, nor do they mean research institutions have received all the computing power for immediate use.
Companies mentioned：輝達、超微、OpenAI、Anthropic、Google母公司Alphabet、AMP、Emerald AI、亞馬遜、Amazon Web Services、Armada、Crusoe、美光
Apple unveils new products in rapid succession over 2 weeks! Reports say OLED touchscreen MacBook Pro and new iPad mini will follow on October 27.
Published ・ Source Taiwan | 鉅亨網
Apple plans to unveil new MacBook Pro and iPad mini models with OLED screens and M6 chips on October 27, following its smart-home product event on October 13, in a sign of an aggressive product-launch strategy.
Facts
蘋果公司 is expected to launch a new MacBook Pro with an OLED touchscreen around October 27.
The new MacBook Pro will feature a Dynamic Island interface similar to the iPhone's.
The product launch will include a 14-inch MacBook Pro with an M6 chip and an iMac.
Products set to be unveiled on Oct. 13 include an all-new smart home hub, a revamped Apple TV 4K, and an updated HomePod mini.
The new iPad mini will feature a landscape-oriented front camera suited to video calls.
Hot stock: 微星 gains momentum from 輝達 RTX Spark and server themes; foreign investors back it with six consecutive net-buying sessions
Published ・ Source Taiwan | 鉅亨網
微星 (2377-TW) is actively shifting toward AI, benefiting from 輝達's new RTX Spark products and growth in its server business. Foreign investors have been net buyers for six consecutive sessions. Analysts expect its earnings structure to continue improving as it reduces its reliance on PCs.
Facts
Original微星(2377-TW)近期獲外資連六買，累計買超5325張。
微星 has launched its flagship Prestige N16 Flip AI+ laptop, powered by the 輝達 RTX Spark platform.
微星's new laptop integrates a Grace CPU and Blackwell RTX GPU, delivering 1 Petaflop of FP4 AI computing power.
微星 is targeting as much as a doubling of server revenue this year.
微星 shares closed at 154 yuan on the 8th, with weekly trading volume of 1.8萬 lots.
Hot stock: 益得's first self-produced combination nasal spray launches in Taiwan; shares rise 1成 for the week
Published ・ Source Taiwan | 鉅亨網
益得(6461-TW) announced that a combination nasal spray made at its Hsinchu plant has launched in Taiwan, targeting a market worth $83萬. Developed with a North American partner to treat allergic rhinitis, the product helped drive a 10.4% weekly gain in the stock to a record high.
Facts
益得(6461-TW)'s combination nasal spray, manufactured at its Hsinchu-owned factory, has officially launched in Taiwan.
益得 shares rose 10.4% this week, reaching a high of 29.8 yuan on Thursday.
Taiwan's combination nasal spray market is worth about $83萬.
The combination nasal spray is indicated for symptoms associated with moderate to severe allergic rhinitis in children aged 6 and older and adults.
Global annual demand for combination nasal sprays is about 2274萬 units, with a market value of about $3.6億.
A direct challenge to telecom incumbents! SpaceX expands spectrum holdings as Starlink Mobile enters the U.S. market
Published ・ Source Taiwan | 鉅亨網
SpaceX announced it would acquire nationwide low-band spectrum held by Grain Management to strengthen Starlink Mobile's service and challenge the three major traditional telecom carriers. The news sent AT&T, T-Mobile, and Verizon shares sharply lower, marking satellite communications' emergence as a full-fledged competitor to terrestrial networks.
Facts
SpaceX has reached an agreement to acquire low-band spectrum assets covering the entire United States.
Shares of the three major U.S. telecom giants plunged nearly 7% after hours.
SpaceX is acquiring spectrum from private equity firm Grain Management.
The FCC approved SpaceX's application to launch 1.5萬 second-generation satellites.
SpaceX reached a $200億 deal last year with EchoStar, the parent company of Boost Mobile.
Starlink Mobile's existing service uses about 650 satellites to provide speeds of about 4Mbps.
The deal between SpaceX and EchoStar is not expected to close until November 2027.
Trump's rhetoric falls flat? U.S.-Iran conflict drags on for 7 months as oil markets focus on actual supply flows
Published ・ Source Taiwan | 鉅亨網
As the U.S.-Iran conflict drags on for 7 months, markets have grown numb to Trump's remarks, and traders are turning their attention to actual supply data, reducing futures liquidity and raising volatility risks.
Facts
As the U.S.-Iran conflict enters its seventh month, traders are barely reacting to Trump's warnings to Iran.
Open interest in Brent crude futures has fallen to its lowest level since March 2025.
When Trump made a similar threat on April 1, Brent crude futures briefly rose more than 7% in a single day.
Some oil traders are shrinking their positions and shifting their analysis toward quantifiable signals of physical supply.
摩根大通 analysts admitted they currently have no idea how to forecast the war's eventual trajectory.
Companies mentioned：彭博、Again Capital、Tortoise Capital Advisors、JonesTrading Institutional Services、摩根大通
Peak season fails to deliver! Global PC market freezes in Q3, shipments plunge over 20%; 蘋果's market share rises against the trend to 9.5%
Published ・ Source Taiwan | 鉅亨網
IDC data show global PC shipments fell 20.1% year over year to 6,270萬 units in Q3 2026, as the peak-season effect failed to materialize. 蘋果's market share rose to 9.5%, while 聯想, 惠普, and 戴爾 ranked as the top three.
Facts
Global PC shipments fell sharply by 20.1% year over year to 6,270萬 units in the third quarter of 2026.
蘋果 shipped 590萬 Macs in the quarter, with its market share rising against the trend to 9.5%.
聯想 remained the market leader with shipments of 1,490萬 units and a 23.8% share.
惠普 was hit hardest, with shipments plunging 30.9% year over year.
華碩 shipped 550萬 units, ranking fifth with an 8.7% market share.
U.S. tech stocks slump! Jim Cramer: AI stock selloff once again shows why diversification matters
Published ・ Source Taiwan | 鉅亨網
U.S. tech stocks tumbled on Thursday, with the Nasdaq down 1.3%. CNBC commentator Jim Cramer said the selloff once again demonstrated the importance of diversification, as reports about OpenAI revenue heightened concerns over the AI industry's profit outlook.
Facts
The Nasdaq Composite fell 1.3% to close at 27,193.34, with selling pressure especially pronounced in tech stocks.
The Dow Jones Industrial Average bucked the trend, rising 0.1% to close at 51,231.64, up 51 points.
Tech stocks including Nvidia, Broadcom and Micron fell, weighing on the Nasdaq.
金融時報 reported that OpenAI's annualized revenue may be about $20 billion lower than previously understood.
Differences in how OpenAI and Anthropic recognize revenue are partly responsible for the discrepancy in their revenue figures.
About 66% of S&P 500 constituents rose that day.
CNBC financial commentator Jim Cramer said investors should avoid excessive concentration in tech stocks.
S&P 500 and Nasdaq Hit New Highs Again! All 11 U.S. Stock ETFs Posted Positive Returns Over the Past Quarter, With 00926 Leading the Pack
Published ・ Source Taiwan | 鉅亨網
The S&P 500 and Nasdaq hit record highs, with the S&P 500 topping 7800 for the first time. All 11 U.S.-related ETFs posted positive returns over the past quarter, with 凱基全球菁英55(00926) leading the pack with returns of nearly 9%, reflecting optimism about AI commercialization and post-election momentum.
Facts
The S&P 500 and Nasdaq both closed at record highs, with the S&P 500 topping 7800 for the first time.
All 11 overseas ETFs primarily invested across U.S. industries posted positive total returns, including dividends, over the past quarter, ranging from 2% to 8%.
凱基全球菁英55(00926-TW) posted a total return, including dividends, of nearly 9% over the past quarter, the best performance among the 11 ETFs.
Gains in U.S. stocks were relatively modest, mainly because concerns grew that AI investments by U.S. cloud service providers would not translate into profits.
Historical data show that U.S. stocks have generally risen after midterm elections.
PBOC reiterates: No target for the yuan exchange rate and no intention to boost exports through depreciation
Published ・ Source Taiwan | 鉅亨網
The People's Bank of China issued a policy statement emphasizing that it does not set an exchange-rate target or intervene in long-term trends, and reiterating that it has no intention of boosting exports through currency depreciation. The central bank said it would use macroprudential tools to guard against sharp short-term fluctuations, and noted that trade's sensitivity to exchange rates has declined amid structural transformation.
Facts
The People's Bank of China explicitly said it does not set a target level for the yuan exchange rate and does not intervene in long-term exchange-rate trends.
Since 2017, the PBOC has withdrawn from routine foreign-exchange intervention.
Over the past five years, imports and exports of high-tech products have grown by an average of 7.9% annually, with growth accelerating to 11.4% in 2025.
About 30% of trade is currently settled in yuan, and companies' foreign-exchange hedging ratio is also about 30%.
In 2025, average daily trading volume in global foreign-exchange markets approached $10 trillion, with the yuan accounting for more than $800 billion.
Starting in 2027, China will provide the IMF with additional foreign-exchange-related data.
Biggest Reshuffle Ever Takes Effect at Month-End! 683 Japanese Firms to Be Phased Out of Topix, Forcing Adjustments to More Than $1 Trillion in Passive Funds
Published ・ Source Taiwan | 鉅亨網
日本交易所集團(JPX) announced the biggest-ever reshuffle of the Topix index, effective October 30. A total of 683 existing stocks will be removed for insufficient liquidity, while 35 new stocks will be added. The number of constituents will nearly halve within two years, requiring more than $1 trillion in passive funds to be adjusted.
Facts
日本交易所集團(JPX) on Wednesday (the 7th) announced the biggest-ever reshuffle of the Tokyo Stock Price Index (Topix), effective October 30.
Under the new criteria, 683 current stocks that do not meet the inclusion requirements will be removed, while 35 new stocks will be added.
Topix constituents will fall from about 1,636 at the end of August to about 986 within two years, nearly halving the current number.
Junichi Hashimoto, chief quantitative analyst at 大和證券, estimated last month that about ¥166 trillion ($1.1 trillion) tracked Topix.
The companies being removed account for about one-third of the total number of constituents but less than 3% of Topix's total market capitalization, limiting the direct impact on index performance and overall liquidity.
The index weighting of stocks that fail to meet the criteria will be reduced quarterly, reaching zero by July 2028.
New additions include 日本麥當勞, 東映動畫 and ride-hailing platform GO.
Revenue Flash — September Revenue Overview for Major Taiwan-Listed Companies, October 9, 2026 (150 Added)
Published ・ Source Taiwan | 鉅亨網
September revenue figures for major Taiwan-listed companies were released on October 9, 2026, with 172 companies with capital of at least NT$5 billion included. 潤隆 led in year-over-year growth, while 鑽石生技 had the highest month-over-month growth, as revenue rose at most companies across the market.
Facts
As of 07:55 Taipei time on October 9, 2026, a total of 172 major companies with capital of >=NT$5 billion had reported September revenue.
潤隆 ranked first for September year-over-year revenue growth, at 63462.8%, with monthly revenue of NT$1.221 billion.
鑽石生技 ranked first for September month-over-month revenue growth, at 24715.2%, with monthly revenue of NT$341 million.
Of the 172 companies that reported, 71 posted revenue growth of more than 25% year over year, while 16 recorded declines of more than 20%.
1-for-8 Split! 0053's “Split + No Distribution” Proposal Approved; Dec. 1 Last Trading Day
Published ・ Source Taiwan | 鉅亨網
元大投信 announced that the 0053 ETF's 1-for-8 split and no-distribution proposal had been approved. December 1 will be the last trading day, and trading will resume on December 8 under a new name. The move aims to enhance compounding benefits and lower the entry threshold.
Facts
The 0053 ETF split ratio is set at 1-for-8.
The 0053 ETF will trade for the last time on December 1.
The 0053 ETF has delivered a cumulative return of 1,331% since its launch in 2007.
The 0053 ETF will be renamed Yuanta Technology Market Cap.
The 0053 ETF will become Taiwan's first technology market-cap ETF that does not distribute dividends.
Musk Struggles to Break Into India: How Will Starlink's Setback Affect SpaceX?
Published ・ Source Taiwan | 鉅亨網
SpaceX shares fell as Starlink encountered obstacles in India, with Musk accusing local operators of monopolistic behavior. Despite delays in spectrum allocation, the company still expects revenue to grow in the third quarter, and AI revenue to surpass Starlink's for the first time.
Facts
SpaceX shares fell 4.2% on Thursday to close at $160.57.
Musk accused Reliance Jio and Bharti Airtel of making it difficult for Starlink to launch services in India.
Starlink currently provides service in more than 160 countries and had about 12 million subscribers at the end of the second quarter.
Starlink is still waiting for India to allocate satellite spectrum for its operations.
Starlink's third-quarter revenue is expected to reach about $4.8 billion.
SpaceX's quarterly AI revenue is expected to surpass Starlink's for the first time.
No profit even after selling! Memory prices have risen so much that even Samsung can't take it: smartphone production to be cut by up to 30% in the fourth quarter
Published ・ Source Taiwan | 鉅亨網
Amid soaring memory costs and weak demand in the off-season, 三星電子 announced that smartphone production in the fourth quarter would be cut by up to 30%. Its full-year shipment target may be lowered from 270 million units to just over 200 million, with some products even being sold at a loss.
Facts
三星電子's Mobile eXperience (MX) division has begun cutting production for the fourth quarter of this year, by up to 30%.
三星 has called internally for product supply to be cut by 20% to 30%.
In the second quarter of this year, prices for smartphone-grade low-power DRAM (LPDDR5X) with a 12GB specification surged 175% from a year earlier.
Memory prices are estimated to rise by about 20% again in the third quarter, potentially reaching as high as US$180.
[Residential fire] [Residential fire on Shuiyuan Road, Dayuan District, Taoyuan City, at 04:03 on the 9th; extinguished; 1 male found charred] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Shuiyuan Road in Dayuan District, Taoyuan City, at 04:03 on the 9th. The fire department extinguished the blaze at 04:20 and found 1 male body charred at the scene.
[Residential fire] [Residential fire on Bei'an Street, Ji'an Township, Hualien County, at 00:39 on the 9th; extinguished; no casualties] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Bei'an Street in Ji'an Township, Hualien County. The fire department received the report at 00:39 and quickly extinguished the fire. There were no casualties, and the area burned was about 200 square meters.
[Gas explosion] [Gas explosion in a restaurant kitchen on Heping Street, Taitung City, Taitung County, at 17:40 on the 8th; extinguished; 3 people burned and taken to hospital] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A gas explosion occurred in a restaurant kitchen on Heping Street, Taitung City, Taitung County, at 17:40 on the 8th. The fire has been extinguished, and 3 employees suffered burns and were taken to hospital.
Facts
3 people burned and taken to hospital
Report received at 17:40
The Fire Department dispatched 6 vehicles and 10 personnel
[Road traffic accident] [At 16:34 on the 8th, a crash involving 5 motorcycles occurred in front of No. 466, Section 7, Taiwan Boulevard, Shalu District, Taichung City; 6 people sustained minor injuries and were taken to hospital] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A crash involving 5 motorcycles occurred in front of No. 466, Section 7, Taiwan Boulevard, Shalu District, Taichung City, at 16:34 on the 8th, leaving 6 people with minor injuries who were taken to hospital.
[Restaurant fire] [A restaurant fire broke out on Kang Le Street, Neihu District, Taipei City, at 11:57 on the 8th; the fire has been extinguished, and 2 people sustained minor injuries and were taken to hospital] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A fire broke out at a restaurant on Kang Le Street, Neihu District, Taipei City, at 11:57 on the 8th. The Fire Department extinguished the fire at 12:23. 2 people sustained minor injuries and were taken to hospital.
Facts
2 people sustained minor injuries and were taken to hospital
27 vehicles and 64 personnel dispatched
The fire burned an area of approximately 30 square meters
台灣自來水公司 issued a water outage alert for Xinshi District, Tainan City, due to emergency pipeline repairs affecting Dazhou, Shenei and Fenghua villages. The alert is in effect from 08:06 to 11:00 on October 9, 2026.
台灣自來水公司 issued a water outage alert for Guangzheng and Guangming villages in Xinzhuang District, New Taipei City, due to emergency repairs to a broken pipe. The outage is in effect from 07:58 to 15:00 on October 9, 2026.
Land strong wind advisory (yellow warning) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a land strong wind advisory (yellow alert), forecasting a chance of average winds of force 6 or higher or gusts of force 8 or higher in Taoyuan City, Miaoli County and several other areas from the morning through the evening of the 9th, and reminding the public to take care outdoors.
和同産業 “Snowblowers: SXG4512AT Series and JL4512A Series” — Parts replacement
Published ・ Source Japan | 消費者庁
和同産業 will replace parts in its SXG4512AT and JL4512A series snowblowers after identifying a risk of fuel leaks caused by cracks in the fuel tank. The response will begin on October 2, 2026.
Unexplained severe pneumonia in Russia’s Irkutsk Oblast
Published ・ Source Japan | 国立健康危機管理研究機構
One employee of a plague research institute in Russia’s Irkutsk Oblast died of unexplained pneumonia. Authorities ruled out plague and an accident and are monitoring approximately 200 contacts. WHO assessed the risk as low.
Materials for the 10th meeting of the study group on desirable service provision at fee-based homes for older adults
Published ・ Source Japan | 厚生労働省
An overview of the meeting and a list of materials distributed for the 10th meeting of the study group on desirable service provision at fee-based homes for older adults, conducted by the Health and Welfare Bureau for the Elderly of the Ministry of Health, Labour and Welfare.
Cabinet approval of a Cabinet Order partially amending the Enforcement Order of the Environmental Impact Assessment Act
Published ・ Source Japan | 環境省
The Ministry of the Environment announced that the Cabinet approved a Cabinet Order partially amending the Enforcement Order of the Environmental Impact Assessment Act and a Cabinet Order stipulating the effective date of related laws. Based on the amended law enacted in June Reiwa 7, the orders establish requirements for projects involving the replacement of facilities (removal or discontinuation of existing structures and construction of new ones). The amended law will take effect on April 1, Reiwa 9.
[Association affairs bulletin] Thanks to President Lai for continuing to improve the medical environment; increases in consultation fees at hospitals and primary-care clinics reach a ten-year high