[三井住友トラスト・アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 4th Period (2026/01/12–2026/07/11)
Published ・ Source Japan | EDINET 金融庁開示
Sumitomo Mitsui Trust Asset Management filed a report on beneficiary certificates of domestic investment trusts for the first half of 2026. The return for the period was -8.0%, and an operating loss was recorded. Assets have been trending downward from the end of the previous period.
【ブラックロック・ジャパン株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－18th period (2026/01/12－2026/07/11)
Published ・ Source Japan | EDINET 金融庁開示
ブラックロック・ジャパン株式会社 filed the securities report for the 18th fiscal period. The target ETF's net assets were approximately 15.45 billion yen, and it posted an operating loss.
Facts
Total net assets at the end of the period were 15,452,325,236 yen.
Operating income or loss for the period was -44,435,528 yen.
【しんきんアセットマネジメント投信株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－26th fiscal period (2025/07/19－2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
しんきんアセットマネジメント投信株式会社 filed a securities report on beneficiary certificates of domestic investment trusts (26th fiscal period) on October 9, 2026. Net assets at the end of the period grew to approximately 6.86 billion yen, and the financial position of the TOPPIX-linked equity investment trust was disclosed.
Facts
Net assets at the end of the 26th fiscal period were 6,863,665,990 yen.
The fund aims to track the Tokyo Stock Price Index (TOPPIX).
Operating income at the end of the period was 2,073,417,591 yen.
The EDINET code is E12422, and there is no applicable securities code.
[アモーヴァ・アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 46th Period (2026/01/14–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its securities report for the 46th fiscal period. Operating income was approximately 1.38 billion yen, while total assets stood at approximately 43.3 billion yen.
Facts
Operating revenue for the 46th fiscal period was 1,563,788,392 yen.
Operating income for the 46th fiscal period was 1,379,883,351 yen.
The fund invests in bonds of major developed countries worldwide (OECD member countries).
【ブラックロック・ジャパン株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－18th period (2026/01/12－2026/07/11)
Published ・ Source Japan | EDINET 金融庁開示
BlackRock Japan filed the securities report for the July 2026 fiscal period. Net assets of the target ETF decreased to approximately 34.2 billion yen, and a net loss of approximately 690 million yen was recorded for the period.
Facts
ブラックロック・ジャパン株式会社 filed the securities report for the 18th fiscal period.
Total net assets of the target fund were 34,223,598,155 yen.
Net loss for the period was 690,709,381 yen.
Current assets decreased from the end of the previous period to the end of the current period.
【ちばぎんアセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－11th fiscal period (2025/07/11－2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Chibagin Asset Management filed the securities report for the 11th fiscal period. Total assets were approximately 1.22861 billion yen, and operating income was approximately 141.57 million yen.
Facts
Total assets at the end of the period were 1,228,613,087 yen.
Operating income for the period was 141,571,736 yen.
Current assets at the end of the period were 1,228,613,087 yen.
Current assets in the form of beneficiary certificates of investment trusts were 1,087,080,539 yen at the end of the period.
Current assets in the form of call loans were 19,500,628 yen at the end of the period.
[三井住友トラスト・アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 8th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Sumitomo Mitsui Trust Asset Management filed a securities report. The return for the 8th fiscal period improved significantly to 27.6%, and total assets reached approximately 6.93 billion yen.
Facts
The return for the 8th fiscal period was 27.6%
Total assets at the end of the period were 6,933,276,809 yen
Keeping a congressional majority matters above all! Trump vows not to attack Iran again before midterms
Published ・ Source Taiwan | 風傳媒
Trump vowed not to use force against Iran before the midterm elections and said talks were constructive. But conflict in the Middle East continues, with repeated attacks on tankers pushing up oil prices. The withdrawal of U.S. bombers from the UK has also raised concerns among allies.
Facts
U.S. President Trump vowed not to attack Iran before votes are counted in the Nov. 3 midterm elections.
Washington is engaged in constructive dialogue with Iranian officials.
At least 9 tanker attacks have occurred around the Strait of Hormuz since October.
In September, the Pentagon sent a third aircraft carrier strike group and an additional 10,000 troops to the Persian Gulf.
The U.S. military withdrew B-1B strategic bombers that had been deployed at RAF Fairford in the UK.
The Houthi militant group attacked energy storage facilities and airport installations on Saudi Arabia’s Red Sea coast.
The escalating conflict has again pushed up international crude oil and European natural gas prices.
Too many speed cameras in Taiwan? 16 million tickets issued in 1 year; Wang Shih-chien reveals startling gap with this country: Don’t bully ordinary people
Published ・ Source Taiwan | 風傳媒
On Oct. 6, Democratic Progressive Party lawmaker Wang Shih-chien questioned Premier Cho Jung-tai at the Legislative Yuan, criticizing a 1.75-fold increase in Taiwan’s traffic tickets over 10 years to 16.31 million, with no significant reduction in traffic deaths and injuries and far more tickets than Japan. He called on the government to review speed cameras and road design and avoid excessive enforcement against the public.
Facts
Taiwan police issued 16,319,546 citations for traffic violations in 2025, up 8.1% from the previous year.
Democratic Progressive Party lawmaker Wang Shih-chien said Japan issued only 4.93 million traffic tickets last year, far fewer than Taiwan’s 16.31 million.
Taiwan recorded 1,569 deaths within 30 days of traffic accidents from January to July 2026, down 12.3% from the same period in 2023.
Illegal parking topped Taiwan’s traffic violation citations in 2025, with 4,363,346 cases.
Wang Shih-chien questioned why Taiwan issued about 9.28 million tickets annually 10 years ago, compared with 16.31 million last year, an increase of about 1.75 times.
This article rounds up today’s top stories, including a famous Tainan department store closing on 10/31, the Executive Yuan’s response on the conditions and funding for a NT$20,000 cash handout, the announcement of Taiwan’s top fishing port, and National Day holiday discounts and traffic information.
Facts
A department store in Tainan that has operated for nearly 30 years will officially close on Oct. 31.
The Executive Yuan said that increasing the cash handout to NT$20,000 would require total funding of more than NT$470 billion.
A TVBS poll shows the gap between Chiang Wan-an and Shen Po-yang narrowing to 8 percentage points.
Shoes Left Outside the Door Ordered Removed? Can the Building Committee Throw Them Away? Realtor Explains the Legal Red Lines
Published ・ Source Taiwan | 風傳媒
Realtor Jiang Chenshen said that a building’s common hallway is a shared area. If residents leave shoe cabinets or other items there and obstruct passage or escape routes, the building committee can require their removal, but cannot simply throw away the property.
Facts
The common hallway outside the entrance is generally a shared area of the building, not a space individual residents may occupy at will.
An oversized shoe cabinet could reduce hallway space, impede neighbors’ passage and obstruct escape routes.
Stacking cardboard boxes, furniture, building materials and large amounts of clutter in common hallways can raise public safety concerns.
The fact that other residents have left items there for a long time does not give current residents the right to occupy common space.
If the building committee disposes of residents’ property on its own, it could lead to further disputes; it should first issue a warning through the proper procedures.
Latest argument for Washington abandoning Taiwan: Commitments to Taiwan have become a strategic burden; calls to “explicitly rule out defending Taiwan and accelerate the return of semiconductor manufacturing”
Published ・ Source Taiwan | 風傳媒
Kavanagh, director of military analysis at the Washington think tank 國防重點, wrote that the U.S. security commitment to Taiwan has become a strategic burden, with the balance of military power across the Taiwan Strait shifting and U.S. military stockpiles being depleted. She argued that the option of sending troops to defend Taiwan should be explicitly ruled out, forces should be withdrawn from the front line, and strategic focus should shift to accelerating the return of semiconductor manufacturing in order to address potential economic and military risks.
Facts
Kavanagh, director of military analysis at the Washington think tank 國防重點, said the U.S. security commitment to Taiwan has become its greatest strategic burden.
Kavanagh warned that if the U.S. and China entered a conflict over Taiwan, the damage to U.S. interests would far exceed that of China taking direct control of Taiwan.
Kavanagh assessed that even if the United States could initially prevent China from achieving a quick victory, U.S. forces would likely run out of ammunition faster than China.
Kavanagh assessed that the military gains for China from taking Taiwan would be only “marginal.”
Kavanagh stressed that the solution to losing access to chip supplies is to bring semiconductor production capacity and supply chains back to the United States as soon as possible.
The real gap between Chiang Wan-an and Shen Po-yang? Writer reveals “unusual trend” of Huang Shan-shan voters shifting to Shen: Don’t forget the spiral of silence
Published ・ Source Taiwan | 風傳媒
The race for Taipei mayor in the 2026 local elections is heating up, with the latest TVBS poll showing the gap between Chiang Wan-an and Shen Po-yang narrowing to 8%. A writer analyzed the large number of Huang Shan-shan’s former voters shifting to Shen and discussed whether the poll was distorted by the spiral-of-silence effect.
Facts
The latest poll released by the TVBS Poll Center on 115年10月8日 showed Chiang Wan-an with 49% support and Shen Po-yang with 41%, narrowing the gap to 8 percentage points.
Writer Drifting Island analyzed that Huang Shan-shan, an independent mayoral candidate in 2022, received 340,000 votes, of which 5成 shifted to Shen Po-yang and 3成 went to Chiang Wan-an.
The TVBS poll was conducted on 115年10月3日 and from the evening of 5日至7日, between 18:30 and 22:00, with 1,120 valid responses.
Chiang Wan-an’s favorability fell by 8 percentage points from the previous period, while Shen Po-yang’s rose by 13 percentage points.
Neihu and Nangang districts are home mainly to technology industry engineers and young white-collar workers, who are considered more susceptible to political currents.
Taichung Shopping Festival: 15,000 “microbusinesses” offer nearly 20,000 deals to boost the economy; each is expected to generate NT$100,000 in registered spending
The 2026 Taichung Shopping Festival officially opens on October 24, with early registration for a warm-up prize draw starting October 14
This year, 15,000 businesses in commercial districts, markets and night markets, as well as eateries and distinctive independent shops, are taking part and offering nearly 20,000 deals
Spending registered through receipts from microbusinesses exceeded NT$1.6 billion last year
The Economic Development Bureau estimates that each business will generate around NT$100,000 in registered spending on average this year
The Taichung Shopping Festival has recorded nearly NT$200 billion in cumulative registered spending over 七 years
This year’s shopping festival will again offer a US$10,000 prize draw exclusively for foreign nationals
MLB plans to cut the regular season from 162 games to 154 starting with the 2029 season.
MLB expects to introduce a system starting with the 2027 season allowing higher-seeded teams to choose their opponents in the Wild Card and Division Series.
The regular-season cut is intended to ensure players get one day off each week and reduce the risk of injuries.
Expanding the postseason format could add up to 8 games, boosting viewership and commercial value.
Think giving cash to your child is fine as long as it’s “under NT$2.44 million”? Why one person was hit with NT$470,000 in back taxes: Tax bureau says many people get the calculation wrong
Published ・ Source Taiwan | 風傳媒
The Taipei National Taxation Bureau of the Ministry of Finance shared a case in which a father misunderstood how the gift tax exemption is calculated. He gave money separately to his children, failed to report it and was heavily fined. The bureau reminded the public that the exemption is calculated on an aggregate basis for each donor.
Facts
The gift tax exemption is calculated per “donor,” not granted separately to each “recipient.”
In 2026, the annual gift tax exemption is NT$2.44 million per donor, calculated from January 1 through December 31 each year.
Starting in 2025, the tax rate is 10% on taxable net gifts of NT$28.11 million or less.
The value of gifts of listed or over-the-counter shares is generally calculated using the “closing price on the date of the gift.”
Although transferring shares as a “gift” is exempt from securities transaction tax, the donor must still file a gift tax return and obtain a certificate before the shares can be transferred.
Couples can use a combined annual exemption of NT$4.88 million to transfer assets.
From October 14 to November 30, 2 adults dining on a weekday for lunch or dinner can enjoy a special price of NT$2,499 after completing the designated check-in task.
Original55歲以上樂齡族平日用餐本人享75折，假日則本人與同行者均為8折。
When 4 people dine together in the birthday person’s birthday month, the birthday person eats free.
Attacked online for accusing Shen Po-yang of “evasion”? Chien Yi-chun reveals private conversation between them, recounts their clash over drugs and admits she panicked
Published ・ Source Taiwan | 風傳媒
Taipei mayoral candidate Shen Po-yang clashed with host Chien Yi-chun over drug policy on the program “Shao Kang War Room.” Chien later posted that Shen was being evasive, sparking an online debate. She clarified that she had spoken with Shen privately and received a friendly response. Admitting that she panicked amid the controversy, she temporarily hid the post; it is now public again, and she is willing to review her questions.
Facts
Shen Po-yang appeared on the “Shao Kang War Room” program hosted by Chao Shao-kang on the 7th, discussing issues including the mass recall campaign, cross-strait exchanges and drug policy.
Chien Yi-chun questioned whether Shen Po-yang’s answers on drug issues dodged the main points and came across as insincere and evasive.
Shen Po-yang explained that his drug policy shifted from Plan B to Plan C, stressing that he does not support decriminalizing drugs.
Chien Yi-chun admitted that she panicked in the face of the online backlash and temporarily hid the post, but did not delete it or try to avoid the issue.
Chien Yi-chun and Shen Po-yang were in private contact after the controversy; she described his response as friendly and considerate.
Why do Taiwanese people love traveling to China? Arrivals top 3.2 million, with 4 key reasons: It appeals not only to older travelers but also to young people
Published ・ Source Taiwan | 風傳媒
Taiwan travel to mainland China is gaining popularity, reaching 3.2 million trips last year. Experts cite language advantages, short flight times, high value for money and a sense of nostalgia from school textbooks as key drivers, while social media is changing how young people travel.
Facts
The number of trips from Taiwan to mainland China reached 3.2 million last year.
The scale of Taiwan travel to mainland China is second only to Japan, surpassing South Korea.
Taiwan travel to mainland China topped 1.84 million trips in the first half of this year.
Some longer itineraries, such as a 16-day trip to southern Xinjiang, cost about NT$90,000.
Last year, only 620,000 trips by mainland Chinese visitors to Taiwan were recorded, with no tourists among them.
The peak in mainland Chinese visitors to Taiwan was 4.18 million trips.
Will China use force to take Taiwan before 2028? Kevin Rudd warns the risk has risen to “one-third”; U.S. official says “Lai Ching-te’s re-election is a variable”
Published ・ Source Taiwan | 風傳媒
Former Australian Prime Minister Kevin Rudd warned that China could use military force against Taiwan by the end of 2028, putting the odds at one-third. He said the risk across the Taiwan Strait was rising, mainly because of concerns that Chinese Communist Party leader Xi Jinping could misjudge the United States’ determination to defend Taiwan, and that the outcome of Taiwan’s 2028 election could become a key variable.
Facts
Former Australian Prime Minister Kevin Rudd put the odds of China taking military action against Taiwan by the end of 2028 at about one-third.
Rudd stressed that he was not using the odds casually.
Rudd said the situation had not yet reached the point where an event was “likely to happen.”
U.S. officials are concerned that Xi Jinping could misjudge the United States’ determination to defend Taiwan.
The outcome of Taiwan’s 2028 presidential election could be viewed as a variable in Beijing’s decision to use force.
High-speed rail steps in for the National Day holiday! Latest notice: “No standing in reserved-seat cars”! Passengers cheer: “We’ve finally been heard”
Published ・ Source Taiwan | 風傳媒
台灣高鐵 announced its transport plan for the National Day holiday, adding southbound trains during Friday peak periods from Oct. 8 and expanding non-reserved seating. It also stipulated that passengers may not stand in reserved-seat cars, aiming to ease crowding at stations and improve transport efficiency.
Facts
台灣高鐵 will add 8 southbound trains to Taichung from Oct. 8, operating every Friday between 5 p.m. and 9 p.m.
The additional southbound trains will have non-reserved seating throughout, except in the business-class cars.
The high-speed rail operator is using a rapid turnaround at the platform to cut train turnaround time to about 12 minutes.
Passengers may not stand in the reserved-seat cars of direct trains.
台灣高鐵 expects new trains to enter service in July next year.
臻鼎-KY pullback no cause for concern? Foreign investors suddenly raise target price to NT$750! ABF orders booked through 2028, EPS expected to surge
Published ・ Source Taiwan | 風傳媒
A U.S. brokerage is bullish on 臻鼎-KY, citing its gains from AI infrastructure and demand for advanced substrates. It raised its target price to NT$750 and lifted its EPS forecasts for the next three years, saying its ABF substrate capacity is sold out through 2028.
Facts
A U.S. brokerage raised its target price for 臻鼎-KY from NT$600 to NT$750.
臻鼎’s ABF substrate capacity for 2027 to 2028 is fully booked.
A U.S. brokerage raised its EPS forecasts for 臻鼎 for 2026 to 2028 to NT$14.4, NT$28.3 and NT$44.4, respectively.
臻鼎’s AI infrastructure business has performed better than expected so far this year and now accounts for about 23% of overall revenue.
U.S. customers’ share of 臻鼎’s ABF business revenue has risen to about 70%.
The active ETF 統一台股增長（00981A） sharply reduced its 臻鼎-KY holdings on the 6th, selling 3,482 lots in a single day.
Foreign investors forecast that 臻鼎’s gross margin could reach 25.6% in the third quarter of 2026.
It’s not AI anymore—it’s “super intelligence”! Trump wants everyone to change their mindset, threatening to treat those who refuse as enemies
Published ・ Source Taiwan | 風傳媒
U.S. President Trump posted on Truth Social, demanding that “artificial intelligence” (AI) be renamed “super intelligence” (SI) and threatening to regard those who refuse as enemies. The 白宮 website has already adopted the new name, and Elon Musk was first to rename SpaceXAI as SpaceXSI.
Facts
Trump said in an all-caps post on Truth Social that the 白宮 would treat anyone who used “artificial intelligence” instead of “super intelligence” as an “enemy.”
Trump renamed AI “super intelligence,” abbreviated as SI, in an effort to give the rapidly developing technology a more positive image.
The “AI” text on the 白宮 website’s homepage has been replaced with “SI,” but the domain remains ai.gov for now.
The homepage’s former “AI Action Plan” has been replaced by Trump’s executive order calling for AI to be renamed “super intelligence.”
Elon Musk was first to announce that his AI company SpaceXAI would be renamed “SpaceXSI.”
Trump has previously tried to rename the Gulf of Mexico the “Gulf of America” and Lake Ontario “Lake America.”
Not Japan or the United States! This is Taiwanese students’ favorite study-abroad destination: just NT$45,000 a month, super affordable, with great value from one-on-one lessons
Published ・ Source Taiwan | 風傳媒
According to a big data survey by 網路溫度計DailyView, the Philippines has become Taiwanese students’ top choice for study tours, thanks to its value for money and intensive one-on-one courses, outperforming traditional destinations in the U.K., U.S. and Japan.
Facts
The Philippines jumped to No. 1 among the top 10 study-tour destinations.
A month of study in the Philippines costs about NT$40,000 to NT$65,000 in total.
Language schools in the Philippines offer 4 to 8 hours of one-on-one instruction per day.
Study-tour costs in the Philippines are about one-third of those in Europe and the United States.
Local law in the Philippines prohibits international students from working.
Language schools in the popular study-tour cities of Cebu and Baguio have 24-hour security guards.
The survey covered nearly a year of online discussion data.
Why do hotels tuck the comforter tightly under the bed? Should you pull it up when sleeping? Housekeeping staff reveal the real reason—it’s not about making the bed look neat
Published ・ Source Taiwan | 風傳媒
Amid debate over hotels tucking comforters tightly under the bed, housekeeping staff and media have explained the professional considerations behind the practice, including creating a clean first impression, preventing internal misconduct and following a warming practice originating in the West.
Facts
Hotels tuck comforters tightly under the bed to create an immediate impression of cleanliness and avoid complaints from guests who might worry that a previous guest had lain there.
Housekeeping supervisors check whether comforters have been tucked in and folded in a particular way to prevent front-desk staff from secretly taking in walk-in guests and then restoring the rooms.
Hotels commonly use the “hospital corner” technique, folding sheets and duvet corners at right angles and tucking them under the mattress to make cleaning more efficient.
Tucking comforters under the foot of the bed originated in colder parts of the West and is intended to trap heat and keep guests warm.
Pressing the duvet corners under the mattress secures the position of the non-elastic filling and prevents it from shifting easily.
Retirees, take note! What happens to savings when someone is seriously ill or has dementia? A report unpacks “3 things banks don’t tell you”: Can children withdraw the money?
Published ・ Source Taiwan | 風傳媒
MyGoPen fact-checked the online rumor about “3 things banks don’t tell you,” saying Taiwan has no authorization form for designating a beneficiary upon death, deposits are jointly owned by heirs as part of an estate, and there is no joint-account system. A guardianship declaration must be sought for someone who is seriously ill or has dementia.
Facts
MyGoPen released a fact-check report clarifying that the content of an online video does not match current laws and regulations.
Banks in Taiwan do not offer a “designated beneficiary authorization form” for accounts after death.
Bank deposits left by a deceased person are jointly owned by all heirs.
Under Article 112 of the Insurance Act, insurance proceeds paid to a designated beneficiary may not be treated as part of the estate.
In practice, Taiwan has no joint-account system, with LINE Bank’s Friends Account the only exception.
When an elderly person is seriously ill or has dementia, their children must apply to a court for a guardianship declaration to access the savings.
Wuling and Green World lose out! Taiwan’s top farm attracts 340,000 visitors; tourists praise its fun activities, abundant animals and stunning scenery on par with Europe
Published ・ Source Taiwan | 風傳媒
The Tourism Administration under the Ministry of Transportation and Communications released farm tourism statistics for January to July 2026. Cingjing Farm ranked first with 340,000 visitors, followed by Wuling Farm and Green World Ecological Farm in second and third place, reflecting families’ preference for nature-based experiences.
Facts
In the ranking of farm tourism visits across Taiwan from January to July 2026, Cingjing Farm placed first with 341,970 visitors.
Wuling Farm recorded 181,508 visitors from January to July 2026, ranking second in Taiwan.
Green World Ecological Farm drew nearly 170,000 visitors from January to July 2026, ranking third in Taiwan.
Cingjing Farm is located in Ren’ai Township, Nantou County, at an altitude of about 1,750 meters.
Wuling Farm drew nearly 80,000 visitors in February 2026 alone, surpassing Qingjing Farm to take the top spot for the month.
Zoumalai Farm received 126,466 visitors from January to July 2026, ranking fourth.
Flying Cow Ranch received 105,913 visitors from January to July 2026, ranking fifth.
New York Fed: Trump tariffs pushed U.S. consumer goods inflation up 2.9 percentage points; price pressures may persist for a year
Published ・ Source Taiwan | 鉅亨網
A study by 紐約聯準銀行 found that Trump’s tariff policy has pushed U.S. consumer goods inflation up 2.9 percentage points, with costs passed through imports and domestic supply chains, and the impact could persist for a year.
Facts
As of February 2026, tariffs were estimated to have added 2.9 percentage points to inflation for 67 categories of non-petroleum consumer goods.
For every 1-percentage-point increase in the average tariff rate, consumer goods prices rise by about 0.25% after a year.
Of the impact of tariffs on prices, the direct effect comes from higher prices for imported goods and accounts for about two-thirds of the total price effect.
About 90% of tariff costs in 2025 were passed on to U.S. import prices, with foreign exporters absorbing little of the tariffs themselves.
When the prices of imported goods and domestically produced U.S. goods rise 10% because of tariffs, retail prices increase by an average of about 5.6%.
The indirect impact on domestic goods prices typically takes 9 to 12 months to fully emerge.
The researchers include Mary Amiti and Sebastian Heise of 紐約聯準銀行, as well as David E. Weinstein, a professor of economics at 哥倫比亞大學.
蘋果 can make money without building the most powerful AI model! Analyst estimates AI adds $75 per share in value, with a price target of up to $400
Published ・ Source Taiwan | 鉅亨網
Wedbush analyst Ives said 蘋果 can profit from consumer AI without building the most powerful AI model, thanks to its ecosystem of 2.5 billion active devices. He estimates AI adds $75 per share in value and sets a price target of $400.
Facts
蘋果 has more than 2.5 billion active devices worldwide, including 1.5 billion iPhones.
Ives estimates that 蘋果’s AI development could add about $75 in value per share.
Ives set a price target of $400 per share for 蘋果.
About 375 million iPhones have been in use for more than 4 years without being upgraded, creating potential replacement demand.
Sales of 蘋果’s new iPhone Duo are expected to reach about 10 million units.
Ives estimates that AI-related revenue could account for more than 15% of 蘋果’s Services revenue in the future.
Veteran analyst sharply raises Micron price target, sees potential over the next 3 to 5 years
Published ・ Source Taiwan | 鉅亨網
D.A. Davidson analyst Gil Luria, citing a structural shift in memory demand driven by AI, raised Micron’s price target from $2,100 to $3,000, saying the company is entering a 3-5-year growth trajectory.
Facts
D.A. Davidson senior analyst Gil Luria raised 美光科技’s price target from $2,100 to $3,000 and maintained a “Buy” rating.
Micron’s fourth-quarter fiscal 2026 revenue grew to $54.23 billion from $11.32 billion in the same period a year earlier.
Micron’s full-year fiscal 2026 revenue reached $133.19 billion, with adjusted earnings per share of $75.52.
Micron’s long-term supply commitments rose from $22 billion to $32 billion, while remaining performance obligations climbed from $100 billion to about $150 billion.
Micron shares fell 4.7% to $1,035.84 per share at Thursday’s close.
Cathie Wood’s latest holdings revealed! She dumps Meta, AMD and Alphabet, and spends $6.7 million to add to “this stock”
Published ・ Source Taiwan | 鉅亨網
Cathie Wood’s 方舟投資 sold several technology stocks and added to defense technology company Kratos, reflecting a shift in its portfolio strategy. SpaceX is expanding Starlink mobile communications, Meta has launched AI agent Muse, 超微半導體 and Alphabet are accelerating their AI efforts, and Kratos posted strong earnings and raised its full-year forecast.
Facts
方舟投資 sold 29,048 shares of SpaceX through ARKW, in a transaction worth about $4.7 million.
方舟投資 sold 19,779 shares of Meta through ARKK, worth about $14.3 million.
方舟投資 bought 159,918 shares of Kratos in a transaction worth about $6.7 million.
Kratos reported second-quarter revenue of $458.8 million and adjusted earnings per share of $0.21, with revenue up 30.5% year over year.
Meta launched personal AI agent Muse, which has been downloaded more than 6.6 million times and has 1.8 million daily active users.
蘋果’s ultra-thin phone gets another upgrade! iPhone Air 2 reportedly just 5.2mm thick, like a folded-out iPhone Duo
Published ・ Source Taiwan | 鉅亨網
Media reports say 蘋果’s next-generation ultra-thin phone, iPhone Air 2, may be just 5.2mm thick, with battery capacity increased to 3,500mAh, and is expected to launch in early 2027.
Facts
The iPhone Air 2 may be about 5.2mm thick, down from 5.6mm for the first generation.
The iPhone Air 2’s battery capacity will increase to 3,500mAh.
The leaker is the Korean Naver blog account “yeux1122.”
The iPhone Air 2 is expected to launch in early 2027.
The iPhone Air 2 may be unveiled alongside the iPhone 18 and iPhone 18e.
馬斯克 makes a big move: Grok Bot offers free access to Opus 5.5 and all X features!
Published ・ Source Taiwan | 鉅亨網
馬斯克’s AI service Grok Bot announced a major update, integrating advanced models including Opus 5.5 with data from the X platform. It supports collaboration among multiple agents and continuous cloud operation, aiming to reduce development and research costs.
Facts
Grok Bot can now directly use the Opus 5.5 model and integrates services such as Midjourney and Suno.
The Opus 5.5 API costs $4 per million input tokens and $20 per million output tokens.
Grok Bot offers the ability to search, read and monitor X data without requiring a separate application for or payment of X API fees.
Users can create Cloud Agents through the Bot, with a lead agent coordinating tasks and subagents using models supported by Cursor to work on them separately.
Akshaya, SpaceXAI’s product lead, shared an internal example in which the Bot produced a complete product requirements document and completed a code change request in seconds.
One user connected Grok Bot to 微信 by scanning a code to link a dedicated key, a process that took about 5 minutes.
Russia-Ukraine war mired in a “dangerous stalemate”! Trump envoy to meet Ukraine in Miami and reportedly push new peace proposal
Published ・ Source Taiwan | 鉅亨網
U.S. envoy Witkoff and Kushner are expected to meet Ukrainian representatives in Miami on Friday to advance a new peace proposal for the Russia-Ukraine war. Secretary of State Rubio said the war is mired in a dangerous stalemate, and the U.S. is seeking to bring together proposals from all sides to reach a common solution.
Facts
U.S. President Donald Trump's envoy Witkoff and Kushner are expected to meet with Ukrainian representatives in Miami on Friday.
U.S. Secretary of State Rubio said the Russia-Ukraine war has reached a dangerous stalemate.
Representatives of the White House National Security Council and the U.S. Treasury Department will take part in the meeting.
Ukraine will be represented by presidential office chief Budanov, intelligence chief Umerov, and chief negotiator Arakhamia.
The meeting is expected to focus on security arrangements for Ukraine, postwar prosperity plans, and other issues related to the war.
美光, SK海力士 and SanDisk fall in tandem: Why are memory stocks being sold off?
Published ・ Source Taiwan | 鉅亨網
三星電子's third-quarter profit hit a record, surpassing 輝達, but memory stocks were sold off amid concerns that 東芝's capacity expansion could lead to oversupply. Analysts including Cantor Fitzgerald and Mirae Asset believe the market has overreacted and expect supply and demand to tighten in the medium to long term, with a strong outlook for HBM.
Facts
三星電子's third-quarter operating profit was about $80.2 billion, higher than 輝達's figure for the same period.
美光, SanDisk and SK海力士 ADRs fell 4.8%, 4.9% and 4.35%, respectively, on Thursday.
東芝 announced plans to double its nearline hard-drive capacity before fiscal 2027.
未來資產證券 analysts expect memory supply and demand to be tighter in 2028 than in 2027.
三星's third-quarter revenue came in below market consensus estimates.
Bernstein cut its price target for SK海力士 from 3.3 million won to 2.7 million won.
甲骨文 director buys shares with his own money for the first time! $3.5 million purchase fails to quell OpenAI revenue concerns; shares plunge 5.5%
Published ・ Source Taiwan | 鉅亨網
甲骨文 director Stephen Rusckowski bought 25,000 甲骨文 shares on the open market for the first time on Sept. 29, for a total of about $3.5 million, but 甲骨文 shares fell 5.5% on Thursday amid OpenAI revenue concerns and doubts over AI chip purchases.
Facts
Stephen Rusckowski bought 25,000 甲骨文 shares on Sept. 29 at prices ranging from $138.96 to $139.74 per share, for a total of about $3.5 million.
This was Rusckowski's first open-market purchase of shares since joining 甲骨文's board nearly a year ago.
The transaction was made through a living trust established in Rusckowski's name.
Rusckowski previously served as CEO and president of Quest Diagnostics.
甲骨文 shares fell 5.5% to $135.69 at Thursday's close.
A 惠譽信評 report said that despite strong demand for AI data centers in Taiwan, power constraints and competition from the semiconductor industry make site selection and electricity supply critical. Operators need customer commitments and guaranteed power supply to ensure projects can move forward.
Facts
惠譽信評 said access to power and grid infrastructure has become crucial to whether AI data center projects in Taiwan can proceed smoothly.
Northern Taiwan faces transmission and substation bottlenecks, with stricter reviews for projects exceeding 5MW north of Taoyuan.
Original半導體製造業已占全台約兩成用電量。
微軟 announced that it will expand its number of data centers in Taiwan from 2 to 4 over the next few years.
台電 has previously imposed strict restrictions on new data center applications exceeding 5MW in areas north of Taoyuan.
惠譽 estimates that operators meeting these 3 criteria—guaranteed power, flexibility in site selection, and clear customer commitments—will have significantly greater certainty in advancing their projects.
Natura launches $99 AI smart ring Interface, with voice-controlled personal agents and battery life of up to 12 days
Published ・ Source Taiwan | 鉅亨網
Startup Natura unveiled its smart ring, Interface, priced at $99 and expected to ship in January 2027. The product integrates multiple AI agents and health tracking, and features screen-free voice interaction.
Facts
Natura launched a smart ring called Interface, combining voice controls with integrated AI agents.
Interface is priced at $99 for its first early users, with an optional subscription service costing $9 per month.
Interface is expected to ship in January 2027, with preorders opening the month after the report is published.
Interface supports more than 140 agent options, including Claude Code, Codex, Hermes, Instinct and Muse.
Interface's battery lasts 6 to 12 days per charge with everyday use, and it can record continuously for 13 hours.
Interface offers health-tracking features including heart rate, HRV, sleep stages and skin temperature monitoring.
Natura was founded by Carlo Edoardo Ferraris. The company has about 7 employees and was established about two years ago.
Losing money on every unit sold! Memory prices surge beyond even Samsung's ability to absorb them; reports say phone production will be cut 30%
Published ・ Source Taiwan | 鉅亨網
Surging memory prices driven by AI demand are squeezing 三星電子's mobile business profits. The company has asked suppliers to cut fourth-quarter shipments by 20-30%, and its full-year production is expected to fall sharply.
Facts
三星行動體驗 has asked suppliers to cut fourth-quarter phone shipments by 20% to 30%.
三星's 2026 smartphone production could fall from 270 million units to about 200 million.
Prices for 12GB LPDDR5X smartphone memory surged 175% in the second quarter from a year earlier.
Memory's share of the bill of materials for phones has risen to about 30% to 40%.
TrendForce estimates that global smartphone production could fall 10% year over year in 2026.
Hurricane Isaias strengthens to Category 2! 63% of Gulf of Mexico oil production halted; Jefferies warns
Published ・ Source Taiwan | 鉅亨網
Hurricane Isaias strengthened to Category 2, forcing the shutdown of 63% of Gulf of Mexico oil production and 57% of natural gas output. Jefferies warned that low fuel inventories across the U.S. could trigger supply shocks, sending oil prices and energy stocks higher.
Facts
Hurricane Isaias has strengthened to a Category 2 hurricane.
63% of offshore oil production in the Gulf of Mexico—about 1.28 million barrels per day—has been shut down.
57% of natural gas production in the Gulf of Mexico—about 1.127 billion cubic feet per day—has been shut down.
雪佛龍's Pascagoula refinery has a daily processing capacity of 369,000 barrels.
West Texas crude futures rose 3.64% to $91.49 per barrel on Thursday.
Brent crude rose 4.07% to $104.28 per barrel on Thursday.
The U.S. average diesel price rose from $3.68 per gallon last year to $6.30.
Companies mentioned：Jefferies、Chevron、Enki Research
台積電 Q3 revenue hits a quarterly record of NT$1.49 trillion; 大立光 targets CPO; September exports and imports log 35 straight months of growth: This week's roundup
OpenAI releases 722 AI papers at once, sparking controversy; mathematicians led by Terence Tao unite in boycott
Published ・ Source Taiwan | 鉅亨網
Fields Medalist Terence Tao and the 人類數學協會（AHM）issued a joint statement, led by Tao, calling for a comprehensive boycott of the 722 AI-generated mathematical proof documents released all at once by OpenAI and urging the mathematics community to stop cooperating with the company.
Facts
Terence Tao and the 人類數學協會（AHM）issued a joint statement, led by Tao, calling for a comprehensive boycott of OpenAI.
OpenAI used its internal models to test about 8000 open mathematical problems, with a hit rate of about 5%.
Solving one difficult problem takes an average of 3 hours of GPT-Pro-level computing power.
Terence Tao once joined 25 Fields Medalists in urging commercial companies to slow down.
OpenAI and 普林斯頓高等研究院 jointly established a mathematics and AI advisory group (AGMAI).
AGMAI's first report explicitly stated that advanced AI companies should not conduct unauthorized tests of difficult mathematical problems on their internal models.
Scott Aaronson called the incident “Mathocalypse” (the mathematical world's apocalypse).
The Unique Games Conjecture, which Dana Moshkovitz devoted her life's work to, was claimed to have been proved in an OpenAI document.
Report: Trump urges Xi Jinping to meet with Takaichi! Calls for lifting rare-earth restrictions on Japan and improving China-Japan ties.
Published ・ Source Taiwan | 鉅亨網
According to the South China Morning Post, Trump urged Xi Jinping at a meeting in September to improve China-Japan ties, lift restrictions on rare-earth exports and arrange a meeting with Sanae Takaichi. Beijing, however, reacted coolly and insisted that the China-Japan dispute be handled separately from U.S.-China relations.
Facts
U.S. President Donald Trump urged Chinese President Xi Jinping to improve China-Japan ties and lift export restrictions on Japan during their meeting in September.
Trump said China's restrictions on exports to Japan of rare earths and other items threaten U.S. industries that rely on Japanese suppliers, and said the move indirectly violated the U.S.-China trade truce agreement.
Xi Jinping argued that the China-Japan dispute should be handled separately from U.S.-China relations and warned of the risks posed by Japanese militarism.
The trigger for the deterioration in China-Japan relations was Sanae Takaichi's remarks in parliament last November about the Taiwan issue.
Beijing rejected a proposal for Sanae Takaichi to meet Xi Jinping during the APEC summit in Shenzhen.
Beijing proposed a meeting between Sanae Takaichi and Premier Li Qiang, but Tokyo rejected it.
〈Hot Stocks〉敬鵬 welcomes new industrial-control electronics board orders; revenue breaks through, shares rise 4.39% for the week on heavy volume.
Published ・ Source Taiwan | 鉅亨網
敬鵬 benefited from a recovery in automotive board demand and new industrial-control electronics board orders. September revenue hit a 102-month high of NT$1.871 billion, while its share price rose above its consolidation range. Institutional investors expect operations to rebound significantly in 2026 after capacity from its new Thailand plant comes online.
Facts
敬鵬's September revenue reached NT$1.871 billion, a 102-month high.
敬鵬's September revenue rose 27.36% month on month and 44.28% year on year.
Automotive boards accounted for 77% of 敬鵬's shipments.
敬鵬 shares rose 4.39% this week, closing at NT$45.2.
敬鵬 welcomes new industrial-control electronics board orders.
敬鵬's cumulative revenue for January-September 2026 was NT$13.108 billion, up 11.19% year on year.
OpenAI's overall revenue run rate grew 77% in the third quarter, while its enterprise business revenue run rate grew 107%.
甲骨文 fell 5.48% on the 8th, closing at US$135.69 per share; CoreWeave plunged 7.77% to close at US$81.58 per share; and 輝達 fell 2.94% to US$230.48 per share.
甲骨文 is in talks with 阿波羅全球管理 and 高盛 to arrange financing for large-scale chip purchases.
Original博通為與 OpenAI 共同開發的客製化 AI 晶片，尋求逾 500 億美元融資；SpaceX 計劃籌措約 400 億美元購買輝達晶片。
OpenAI delayed the planned launch of GPT-6.1 Astra at the end of September after it failed to meet safety and alignment evaluation standards; CEO Sam Altman said in September that OpenAI would not go public in 2026.
The 內政部消防署 issued a major fire incident report for Green Island Township, Taitung County. The incident was classified as a grass fire (including waste and cemetery fires), with a severity level of Minor.
A water outage occurred on October 9, 2026, in Kunlun Village, Banqiao District, New Taipei City, because of emergency repairs to a leak at No. 22, Section 1, Duxing Road.
台灣自來水公司 carried out emergency repairs after excavation damage opposite No. 746, Section 2, Sanmin Road, causing water outages in parts of Dayuan and Luzhu districts in Taoyuan City.
台灣自來水公司 carried out emergency repairs to a 150mm pipeline on Tailin Street on October 9, 2026, causing water outages in Houhu and Dingzhuang villages in East District, Chiayi City.
台灣自來水公司 carried out emergency pipeline repairs in Xinshi District, Tainan City, on October 9, 2026, affecting Xinshi and Xinhe villages. Water service was suspended from 11:39 to 15:00.
Excavation during sidewalk construction in front of No. 9, Dongyong Street, Bade District, ruptured a 100mm PVCP pipe and caused a leak. 台灣自來水公司 carried out emergency repairs and suspended water service.
台灣自來水公司 issued an update on water outages affecting multiple villages in East District, Hsinchu City. Repairs at No. 8, Lane 61, Xuefu Road, affect areas including Xiazhu and Gongyuan villages, among 九 villages. The outage runs from 10:37 to 15:00 on October 9, 2026.
Strong wind advisory for land areas (yellow light) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Hsinchu County, Changhua County, Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
The 中央氣象署 issued a strong wind advisory for land areas (yellow light), warning that from the morning of the 9th through the evening of the 10th, localized areas in several counties and cities, including Taoyuan City, Hsinchu County and Miaoli County, may experience average winds of force 6 or above or gusts of force 8 or above.
台灣自來水公司 will carry out pipeline replacement work, resulting in a water outage in Zhonghua Village and Zhonglu Village, Luzhou District, New Taipei City.
Emergency repairs for a water leak at the intersection of Lane 24, Qianfeng Road, in East District, Tainan City, will result in water outages and reduced water pressure in parts of the area.
Youth Olympics head to Africa for the first time; Taiwan sends 37 athletes to Senegal
Published ・ Source Taiwan | 公視新聞
The 2026 Dakar Youth Olympic delegation held a flag-presentation ceremony. Taiwan is sending 37 athletes to Senegal to compete in 17 sports, with an emphasis on cultural exchange and health.
Canadian writer Carson wins Nobel Prize, says she “plans to take a walk in the woods and enjoy the quiet”
Published ・ Source Taiwan | 公視新聞
Canadian writer Anne Carson has been awarded the 2026 Nobel Prize in Literature, which comes with 12 million Swedish kronor. She plans to donate the prize money and enjoy some quiet, while independent bookstores expect her books to see a surge in sales.
Feeling dizzy and nauseated while looking at your phone in a car? A traditional Chinese medicine practitioner shares 5 acupressure points for quick motion-sickness relief - Heho健康
Published ・ Source Taiwan | Heho健康
Motion sickness is common during holiday trips. A traditional Chinese medicine practitioner recommends pressing 5 key acupressure points, including Neiguan and Hegu, to quickly ease nausea and discomfort. The article brings together Western and Chinese medicine perspectives and offers prevention tips.