AI News 180m Report

2026-10-09 21:00–24:00 JST

130 received, 130 listed, 6 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 97 items from 5 sources; Japan, 33 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(16)

Miraculous survival! 13-year-old boy nearly drowns after becoming trapped underwater; Pingtung rescue team sends 18 people to save him

Published ・ Source Taiwan | 風傳媒

A 13-year-old boy drowned near Laiyi Bridge in Laiyi Township, Pingtung County. The fire department and the Water Resources Department worked together to rescue him.

Facts

  • A 13-year-old boy was reported to have drowned near Laiyi Bridge in Laiyi Township, Pingtung County, around noon.
  • The search and rescue operation involved 9 vehicles, 18 firefighters, 3 divers and 1 rescue boat.
  • Two excavators provided by the Water Resources Department arrived at 3:35 p.m. and began digging to cut off the water flow.
  • The boy was found at the Erfeng Canal water intake at 4:35 p.m.
  • The boy was conscious and able to walk on his own when rescued. He was then taken to Chaozhou Antai Hospital.

U.S. Treasury yields hit a 20-year high! Lin Chang-hsing analyzes the “global scramble for cash”: Don’t buy only bond ETFs for long-term investing

Published ・ Source Taiwan | 風傳媒

Lin Chang-hsing, chairman of 台灣金融培訓協會, warned on “World in Focus” that yields on long-term U.S. government bonds have reached their highest level in more than 20 years. Tight market liquidity, combined with major tech companies issuing large amounts of debt, has created a structural “scramble for cash.”

Facts

  • Yields on long-term U.S. government bonds have hit their highest level in more than 20 years.
  • The main reason U.S. Treasury yields remain high is that market demand for funds exceeds supply.
  • Tech giants such as Meta, OpenAI and Amazon are expanding capital spending to secure AI computing power and build infrastructure, and are raising funds by issuing high-interest corporate bonds.
  • Highly leveraged bond-stacking trades can trigger margin calls or forced liquidations when long-term government bond yields surge and bond prices plunge.
  • The sell-off in long-term bonds is primarily driven by a structural divergence in market demand for funds, rather than by any single factor such as inflation or oil prices.

Companies mentioned:Meta、OpenAI、Amazon、台灣金融培訓協會

Su Chiao-hui's Young Entrepreneurs Friends support group launches! More than 500 members and chapters from across New Taipei gather to back her

Published ・ Source Taiwan | 風傳媒

Su Chiao-hui, the DPP's candidate for New Taipei mayor, launched a Young Entrepreneurs Friends support group, winning the backing of more than 500 young entrepreneurs. She signed a policy pledge and proposed youth support measures covering four areas: knowledge, funding, space, and physical and mental well-being. She also outlined policies on child care, long-term care and housing to ease the burden on different generations, aiming to create a youth-friendly environment and boost New Taipei's competitiveness by drawing on young entrepreneurs' networks.

Facts

  • Su Chiao-hui launched the “Young Entrepreneurs Friends Support Group” on the 9th, with the backing of more than 500 young entrepreneur members.
  • Su Chiao-hui outlined five areas of youth policy: youth participation in public affairs, entrepreneurship and employment, housing rights, easing the burden across generations, and diverse opportunities.
  • Su Chiao-hui proposed a “3+3” youth mental health plan, with the New Taipei City Government adding 3 free counseling sessions.
  • Su Chiao-hui pledged to promote youth housing for families with children, with leases of up to 20 years, to ease housing pressures on young people.
  • Su Chiao-hui pledged annual subsidies of up to 240,000 for residential long-term care facilities.
  • Su Chiao-hui pledged to increase the monthly senior citizens' card allowance to 1,000 points and ensure the points do not expire.
  • Su Chiao-hui pledged to waive outpatient and inpatient co-payments for children aged 0 to 6.

Recommended by 《米其林指南》 for 3 consecutive years! Popular Tokyo ramen brand SORANOIRO opens its first southern Taiwan location at Hanshin Arena

Published ・ Source Taiwan | 風傳媒

Japanese Tokyo ramen brand 《そらのいろ SORANOIRO》 opened its first southern Taiwan location on the B1F of 漢神巨蛋購物廣場 in Kaohsiung on Oct. 9. The brand has been recommended by 《米其林指南》 for three consecutive years and is known for its innovative vegetable ramen and diverse dining options.

Facts

  • 《そらのいろ SORANOIRO》 opened its first southern Taiwan location on the B1F of 漢神巨蛋購物廣場 in Kaohsiung on Oct. 9.
  • 《そらのいろ SORANOIRO》 was recommended by 《米其林指南》 for 3 consecutive years, from 2015 to 2017.
  • 《そらのいろ SORANOIRO》's signature dish is vegetable ramen, incorporating vegetables into the dish.
  • 《そらのいろ SORANOIRO》 has developed more than 200 limited-edition ramen dishes.
  • 《そらのいろ SORANOIRO》 was founded by Chihiro Miyazaki.
  • 《そらのいろ SORANOIRO》 opened its first Taiwan location this April at 漢神洲際購物廣場 in Taichung.
  • 《そらのいろ SORANOIRO》 offers vegan and gluten-free ramen to meet different dietary needs.

Companies mentioned:《そらのいろ SORANOIRO》、漢神巨蛋購物廣場、漢神洲際購物廣場、《米其林指南》

Kaohsiung City Council's “Big Screen, Little Citizens” event takes 250 students to the movies and into the council chamber to learn about democracy

Published ・ Source Taiwan | 風傳媒

Kaohsiung City Council held its “Big Screen, Little Citizens” event on the 9th, combining a movie screening with a visit to the council and attracting more than 250 students. The event aims to deepen democratic education through engaging activities, with Council Speaker Kang Yu-cheng encouraging the children to pursue their dreams fearlessly.

Facts

  • Kaohsiung City Council held its “Big Screen, Little Citizens” event on the 9th, with participants including 11 child and youth organizations and more than 250 students.
  • The event included a screening of the inspirational film “Legend of the Brave.”
  • Council Secretary-General Huang Chin-ping represented Council Speaker Kang Yu-cheng at the event.
  • The participating child and youth organizations came from areas including Taoyuan, Maolin, Namasia, Liugui, Alian, Linyuan, Sanmin and Fengshan.
  • The event was led by Chiang Ching-lung, chair of 社團法人高雄市慈善團體聯合總會.

Companies mentioned:社團法人高雄市慈善團體聯合總會

Ko's campaign office unleashes full-force attack on Lai Jui-lung, branding him a “New Tide faction yes-man” and targeting his stances on drones, cash handouts and labor policy

Published ・ Source Taiwan | 風傳媒

During the 2026 Kaohsiung mayoral election campaign, the campaign office of Kuomintang candidate Ko Chih-en hit back on the 9th at criticism from Democratic Progressive Party Legislator Lai Jui-lung. Ko's office accused Lai of being a “New Tide faction yes-man” and questioned his positions and performance on factional scandals, industrial resource allocation and labor policy, stressing that local development should transcend factional interests.

Facts

  • Ko Chih-en's campaign office hit back on the 9th at criticism from Democratic Progressive Party Legislator Lai Jui-lung.
  • Ko's campaign office questioned Lai Jui-lung's lack of oversight when people linked to the New Tide faction were implicated in the Taiwan Sugar land scandal.
  • Ko's campaign office said the central government had placed drone industry resources in Chiayi, failing to capitalize on Kaohsiung's advantages as a dual sea-and-air port.
  • Ko's campaign office questioned whether Lai Jui-lung had voted against giving workers and teachers days off on Labor Day and Teachers' Day.
  • Ko's campaign office called Lai Jui-lung a “New Tide faction yes-man,” criticizing him for lacking independence when faced with factional controversies.

Kaohsiung's 13th sports center opens! Lujhu integrates school facilities in a NT$190 million project, with free exercise for seniors

Published ・ Source Taiwan | 風傳媒

Original高雄市長陳其邁出席路竹運動中心開幕,該中心由市府投入1億9,000萬元整合路竹高中設施建成,為全市第13座運動中心。同時宣布敬老卡點數調整及岡山路竹捷運延伸線2031年完工計畫,落實運動平權與交通建設。

Facts

  • Original路竹運動中心是高雄市第13座全民運動中心,市府投入1億9,000萬元經費整合路竹高中校園空間與運動設施。
  • Original路竹運動中心於假日上午8時至10時開放游泳池、中午12時至下午2時開放健身房,提供長者免費使用。
  • Under the city's Senior Citizen Welfare Card policy, monthly points will be changed from 600 to 1,800 points issued every quarter starting in October, and the points can be accumulated.
  • The Gangshan-Lujhu extension has a budget of NT$46.485 billion. Work on the second phase is being accelerated, and completion is expected in 2031.
  • Lujhu Senior High School won a total of 16 medals in boxing and weightlifting at this year's National High School Athletic Games.
  • In the past, local boxers could train only inside a tin-roofed structure. Renovations and new facilities have now improved the training environment.

Must a killer murder 3 people to face the death penalty? Man who killed wife and sister-in-law in Tucheng escapes death in first trial; Constitutional Court says only: Those who disagree may seek legal remedies

Published ・ Source Taiwan | 風傳媒

The New Taipei District Court sentenced defendant Hsieh Wen-hsiung to 2 life terms in the first trial of the Tucheng double-murder case, reasoning that killing 2 people did not meet the threshold of 3 or more victims for the death penalty implied by Constitutional Judgment No. 8. Prosecutors have appealed, while the family and groups criticized the ruling for unduly restricting the use of the death penalty.

Facts

  • Original土城雙屍案發生於2025年7月7日,被告謝文雄因婚姻問題追撞並持刀棒攻擊妻子及小姨子,造成2人死亡。
  • In August 2026, a New Taipei District Court citizen judges panel sentenced Hsieh Wen-hsiung to 2 life terms and permanent deprivation of civil rights.
  • Constitutional Judgment No. 8, issued by the Constitutional Court on September 20, 2024 (113 Constitutional Judgment No. 8), stated that the death penalty may be applied only in cases involving the most serious circumstances.
  • The New Taipei District Prosecutors Office appealed the first-trial verdict on October 8, saying the court had unduly restricted the criteria for applying the death penalty.
  • 社團法人生命權平等協會 criticized the judiciary for treating the number of lives lost as a death-penalty KPI, describing the ruling as the de facto abolition of the death penalty through technicalities.

Workplace bullying confirmed! Geneva office director Lee Kuan-te immediately transferred; Foreign Ministry says it takes a zero-tolerance stance

Published ・ Source Taiwan | 風傳媒

The Foreign Ministry released its investigation findings, determining that Geneva office director Lee Kuan-te had engaged in workplace bullying and would be transferred immediately. The move follows allegations by office staff detailing 203 disputed incidents. The ministry said it takes a zero-tolerance stance to protect employees' rights.

Facts

  • The Foreign Ministry determined that 2 specific grounds constituted workplace bullying by Geneva office director Lee Kuan-te.
  • Lee Kuan-te was accused of frequently shouting angrily during meetings, creating an unpleasant environment.
  • Staff at the Geneva office submitted a 134-page complaint in late July this year, listing 203 disputed incidents.
  • Lee Kuan-te took up his post as director of the Geneva office in December 2024 and returned to Taiwan on August 17 for an investigation.
  • The Foreign Ministry said it would immediately reassign Lee Kuan-te and implement measures to improve the workplace environment.

Daguìlin Support Association established; Lai Jui-lung at his “political home”: Same commitment, humble hard work, delivering results to take responsibility for Kaohsiung's future

Published ・ Source Taiwan | 風傳媒

With 50 days remaining in the election campaign, Democratic Progressive Party Kaohsiung mayoral candidate Lai Jui-lung established the Daguìlin Support Association in Siaogang District. He reiterated that he would seek public support by highlighting his construction achievements during 10 years as a legislator, as well as future policies on industry, transportation and people's livelihoods, in order to take on the responsibility of advancing Kaohsiung's future.

Facts

  • Lai Jui-lung established the Daguìlin Support Association in Siaogang District on the morning of the 9th, with 50 days remaining in the Kaohsiung mayoral election campaign.
  • A decade ago, Lai Jui-lung pledged to plant 100,000 trees in his electoral district. They have now grown into leafy groves.
  • Lai Jui-lung and Chen Chi-mai worked together to upgrade the MRT Siaogang-Linyuan line to a heavy-capacity system and officially begin construction.
  • Original賴瑞隆提出敬老卡提高至每年1萬5000點,生育補助提升至5萬元。
  • Lai Jui-lung's goal is to “win the mayoral election and secure a majority in the council.”

Criticizing the lack of a comprehensive plan for relocating Songshan Airport, Su Chiao-hui promotes Tamsui New Town Science City to keep talent and capital in New Taipei

Published ・ Source Taiwan | 風傳媒

Ma Heng-heng Yijiang, spokesperson for Su Chiao-hui's campaign team, said nuclear energy policy must meet three prerequisites and stressed that strengthening grid resilience should be the priority at this stage. He also criticized opponents for not adequately discussing the relocation of Songshan Airport and advocated using existing conditions to accelerate the development of the AI industry in Tamsui New Town Science City.

Facts

  • Ma Heng-heng Yijiang, spokesperson for Su Chiao-hui's campaign office, said nuclear energy use must meet three prerequisites: nuclear safety, a solution for nuclear waste and social consensus.
  • Taiwan's daily reserve margin has remained above 20% at this stage. Electricity policy should focus on strengthening the power grid and improving energy-use efficiency.
  • Original松山機場每年出入旅客達500多萬人次,遷移涉及交通建設、區域發展及航空運輸等多項問題。
  • The Tamsui New Town Science City plan is included in the nine major industrial parks proposed by Su Chiao-hui. Tamsui is close to Beitou-Shilin Science Park and is well positioned to link regional industrial development.
  • Tamsui New Town Science City already has land available for planning and development, so AI industry development can get underway without waiting for Songshan Airport to relocate.

Linking philanthropy, healthcare and industry! 博愛蕙馨 advances ESG to build a sustainable healthcare ecosystem

Published ・ Source Taiwan | 風傳媒

博愛蕙馨醫院 Vice President Chen Chun-mu attended the Southern Taiwan Healthcare Sustainability Forum and shared the hospital's achievements in integrating ESG into governance and smart healthcare, with the aim of linking academic and industry resources to build a sustainable ecosystem.

Facts

  • 博愛蕙馨醫院 Vice President Chen Chun-mu shared the hospital's ESG experience at the “Southern Taiwan Healthcare Sustainability and Health Development ESG Supply Chain Partnership Forum.”
  • 博愛蕙馨醫院 has replaced all its lighting with LED fixtures as part of its environmental sustainability efforts and is gradually replacing its air-conditioning equipment with energy-efficient units.
  • 博愛蕙馨醫院 continues to advance smart healthcare, progressively introducing electronic medical records, electronic signatures and automated check-in systems.
  • 博愛蕙馨醫院 plans to use AI to integrate cross-hospital treatment, examination and medication information to optimize clinical workflows.
  • 博愛蕙馨醫院 established a 3-tier education system comprising basic training, in-house training and external professional development to cultivate medical talent.

Companies mentioned:博愛蕙馨醫院

Taiwan | 公視新聞(11)

Frontman company used to win contracts and earn more than 70 million; former 彰基醫院 president ordered detained and barred from visitation

Published ・ Source Taiwan | 公視新聞

A former 彰基醫院 president surnamed Kuo is suspected of abusing his position to secure contracts through a frontman company and reap illegal profits. The Changhua District Court ordered him detained and barred from visitation, while each of the other 8 defendants was released on 500,000 bail.

Facts

  • The other 8 defendants
  • The other 8 people
  • Each released on 500,000 bail

Companies mentioned:彰基醫院

Original公費流感疫苗累計191萬人接種 新冠疫苗已65.5萬人施打

Published ・ Source Taiwan | 公視新聞

Original公費流感疫苗累計191萬人接種,新冠疫苗已65.5萬人施打;疾管署統計顯示均較去年同期增加,並持續監視俄羅斯疫情發展。

Facts

  • 1.91 million people
  • 219 cases
  • 44 cases

Companies mentioned:疾管署、WHO

高鐵 adds all-reserved-seat-free trains for holiday rush, carrying 180,000 passengers

Published ・ Source Taiwan | 公視新聞

高鐵 added all-reserved-seat-free trains for the Mid-Autumn Festival holiday and successfully carried about 180,000 passengers. On the highways, 高公局 forecasts congestion on multiple sections during the holiday and advises motorists to avoid peak travel times.

Facts

  • Carrying about 180,000 passengers
  • 114 million vehicle-kilometers
  • 64.7 million vehicle-kilometers

Companies mentioned:高鐵、高公局、高速公路局、氣象署

Junior high school student goes missing while swimming at Laiyi Bridge in Pingtung; rescued after being swept into culvert and lifted to higher ground by a swim ring

Published ・ Source Taiwan | 公視新聞

A junior high school student went missing while swimming at Laiyi Bridge in Pingtung, but was rescued after being swept into a culvert and lifted to higher ground by a swim ring.

Facts

  • The missing student is 13 years old this year (2026).
  • A total of 18 people joined the rescue effort
  • At about 1 p.m. on the 9th
  • Inside a culvert with a drop of about 1 to 2 meters
  • After a search lasting 4 to 5 hours

South African jurist Pillay, who investigated Israel's alleged genocide in Gaza, wins Nobel Peace Prize

Published ・ Source Taiwan | 公視新聞

South African jurist Navi Pillay has won the 2026 Nobel Peace Prize for her long-standing efforts to advance international law and prosecute war crimes, crimes against humanity and genocide. She investigated allegations of Israeli genocide in Gaza and defended anti-apartheid figures including Mandela.

Facts

  • September 15, 2025
  • 2026 Nobel Peace Prize
  • The 12 million Swedish kronor prize

Legislative report reveals retired U.S. general visited Taiwan and served as senior observer during Han Kuang exercises

Published ・ Source Taiwan | 公視新聞

A Legislative Yuan report on the release of frozen funds confirmed that a retired U.S. general was invited to serve as a senior observer during the Han Kuang exercises. Defense Minister 顧立雄 said the aim was to learn from the U.S. military's combat-ready experience and improve Taiwan's armed forces' operational capabilities.

Facts

  • 2026 defense budget
  • last year (2025)
  • Retired U.S. Army 四-star general
  • Before 2027

Argentine legend Messi bids farewell to 21-year national team career with final kick

Published ・ Source Taiwan | 公視新聞

Argentine legend Messi helped his team beat Benin 3-0 with 2 assists and 1 goal—his 126th career goal—in a friendly at Estadio Monumental in Buenos Aires, formally ending his 21-year national team career. Messi thanked fans tearfully after the match, while coach Lionel Scaloni and supporters expressed their sadness. By contrast, Portuguese star Cristiano Ronaldo was in an awkward position after leaving the team following a clash with the new coach and making no mention of Messi.

Facts

  • A crowd of 85,000 fans
  • 39-year-old Messi
  • Provided 2 brilliant assists
  • In the 71st minute
  • His 126th goal
  • A resounding 3-0 victory
  • The 41-year-old Portuguese star Cristiano Ronaldo

Russia tightly restricts street rallies; people take to the streets to sing out their emotions

Published ・ Source Taiwan | 公視新聞

With street rallies tightly restricted in Russia, people are using legal group singing to express anxiety and discontent over the war, conscription and economic pressures. The trend has spread from St. Petersburg to about 10 cities. Although organizers insist the events have no political purpose, some have evolved into veiled protests, with participants seeking support and a sense of belonging through song.

Facts

  • Hundreds of Moscow residents
  • A 20-year-old university student in Moscow
  • A survey published in September by 俄羅斯科學院
  • Nearly half showed symptoms of depression
  • 36% said they experienced severe anxiety
  • The group-singing trend began in St. Petersburg two years ago
  • This summer (2026), it spread to about 10 cities in Russia
  • Spread to about 10 cities in Russia
  • Charge just 1,000 rubles
  • Less than NT$400
  • At the end of August, hundreds also sang nursery rhymes outside a courthouse
  • In this election at the end of September, which no genuine opposition took part in

Companies mentioned:俄羅斯科學院、統一俄羅斯黨

中國北京野生動物園 holds bug-catching contest, inviting visitors to learn about invasive species

Published ・ Source Taiwan | 公視新聞

Beijing Wildlife Park held a contest to catch fall webworm larvae during the 十一 Golden Week holiday, calling on visitors to fight invasive species. The person who caught the greatest total weight could win up to 10 tickets.

Facts

  • Could win up to 10 tickets
  • 35-year-old contestant Ms. Cui
  • Can reproduce 3 generations in 1 year
  • Can harm more than 300 plant species
  • More than 200 types of trees, flowers and crops in Beijing are under threat
  • 21-year-old contestant Wang Jiayuan

Companies mentioned:中國北京野生動物園、新華社、中國林業科學研究院、抖音

Original巴黎歌劇院首席女伶最後一舞 43歲吉爾貝告別26年舞台生涯

Published ・ Source Taiwan | 公視新聞

Original43歲的巴黎歌劇院首席女伶吉爾貝將於10月15日完成其26年職業生涯的最後一舞,她選擇演出《曼儂》並強調這是一聲「再見」而非終結,未來仍將繼續跳舞。

Facts

  • 43-year-old Gilbert
  • For 19 of those years, she held the top rank of étoile dancer
  • Because on October 15, 43-year-old Gilbert will take the stage she knows so well
  • 12 years ago, Gilbert met Marchand in this ballet
  • Original吉爾貝12歲進入巴黎歌劇院舞蹈學校
  • Joined the ballet company at age 17
  • Promoted to the top rank of étoile dancer in 2007, at age 24
  • There are also nearly 300 pairs of brand-new pointe shoes, custom-made by hand in London

Companies mentioned:巴黎歌劇院、Paris Opera Play

Students protest aging school buildings and teacher shortages; French education reform faces dilemma amid high public debt

Published ・ Source Taiwan | 公視新聞

French students have protested aging school buildings, teacher shortages and poor conditions, calling on the government to invest in improvements. But with high public debt, a weak economy and rising bond yields putting pressure on public finances, the government faces a dilemma between cutting the deficit and meeting education needs. The budget bill faces challenges amid political divisions.

Facts

  • French school buildings are an average of 65 years old
  • 56% were built before 1970
  • Only 14% of secondary schools have undergone reconstruction or renovation
  • An annual investment of 1.5 billion euros would be needed
  • The total cost is estimated at about 40 billion euros
  • French classes have an average of 29 students
  • Higher than the OECD average of 26
  • About one-tenth of classes each school year do not take place as scheduled for various reasons
  • A school lunch costs 5 euros
  • An emergency 10 billion euros is needed to renovate school buildings
  • Although the education budget increased by 1.7%
  • At one point, it exceeded 5%
  • Public debt has approached 3.6 trillion euros
  • Equivalent to 119% of GDP
  • Next year (2027), an estimated 91.2 billion euros will be spent on public debt interest alone
  • Plans €54 billion in fiscal adjustments in 2027
  • Aims to reduce the deficit to 5% of GDP
  • Still above the EU-mandated 3% ceiling

Taiwan | 鉅亨網(7)

Chinese hybrid car exports to Europe could be cut by more than half! China and EU reach consensus, details to be announced

Published ・ Source Taiwan | 鉅亨網

A new development has emerged in China-EU trade talks, with the EU and China reaching a consensus on curbing Chinese hybrid car exports to Europe, aiming to reduce exports by more than half to balance the trade deficit. Both sides agreed to expand access to the Chinese market for EU products and plan to hold another high-level meeting in early 2027 to discuss the next steps.

Facts

  • EU Trade Commissioner Šefčovič said both sides had reached a consensus on curbing exports to Europe of Chinese hybrid and plug-in hybrid cars.
  • The consensus is expected to reduce exports of related Chinese car models to the EU by more than half.
  • The EU's trade deficit with China reached €360 billion last year, averaging more than €1 billion a day.
  • Through September this year, EU PHEV imports rose 86%, while prices fell 20%.
  • Chinese-made cars accounted for about one-quarter of European hybrid car sales in August.
  • Both sides agreed to expand opportunities for EU auto parts, olive oil and other food products to enter the Chinese market.
  • Both sides expect to hold a ministerial-level video conference in January 2027 and a third regular consultation mechanism meeting in March.

〈U.S. Premarket〉 Oil prices cool, AI buying returns! Chip stocks lead major indexes higher at the open

Published ・ Source Taiwan | 鉅亨網

U.S. stocks opened higher Friday, with chip stocks leading a tech rebound as oil prices cooled and AI buying returned. The Dow, Nasdaq, S&P 500 and Philadelphia Semiconductor Index all rose, while 台積電 ADR also gained.

Facts

  • The S&P 500 is poised to end a 2-day losing streak on Friday
  • OpenAI expects full-year revenue to reach $70 billion or more by year-end
  • Trump says the U.S. will not attack Iran before the midterm elections
  • 蘋果 cuts October production orders for the iPhone 18 Pro and iPhone 18 Pro Max by 15% from the original plan
  • 達美航空's adjusted third-quarter earnings per share came in at $1.72, below the market estimate of $1.75
  • Money market funds attracted $166.4 billion in the week through Oct. 7, the largest weekly inflow since April 2020
  • Grain Management and SpaceX reach agreement to sell a portfolio of 800MHz spectrum assets

Companies mentioned:OpenAI、SpaceX、Santander AM、蘋果、Grain Management、達美航空、美國銀行、台積電、LSEG

Chip partners fall out! Can Qualcomm avoid paying royalties for 5 years? Licensing battle between 高通 and 安謀 nears pivotal ruling

Published ・ Source Taiwan | 鉅亨網

The licensing contract dispute between 高通 and 安謀 has reached a critical stage, with a federal court in Delaware set to have a jury consider whether 安謀 breached its contract and undermined 高通's partnership with Meta. 高通 accuses 安謀 of withholding tools, violating a pricing agreement and leaking a letter. If 高通 wins, it could suspend royalty payments for 5 years.

Facts

  • A federal court in Delaware will send the licensing contract dispute between 高通 and 安謀 to a jury on Friday.
  • 高通 accuses 安謀 of violating a price-protection agreement stipulating that the price 高通 pays for 安謀 processor designs must not exceed 110% of the lowest price.
  • If the court finds that 安謀 breached its contract, 高通 can suspend royalty payments for 5 years under the contract terms.
  • After 軟銀集團 gained control of 安謀 in 2016, 安謀 expanded from licensing chip technology to selling its own chips, straining relations between the two sides.
  • 高通's license to 安謀's computing architecture is currently valid through 2033.
  • Original安謀曾向《彭博》洩露一封2024年寄給高通的信函,內容聲稱高通違反關鍵授權協議。
  • The case is being presided over by Judge Maryellen Noreika, and the CEOs of both companies also testified in court.

Companies mentioned:高通、QCOM-US、安謀、Arm、ARM-US、Meta、META-US、軟銀集團、路透、彭博

Is the streaming giant slimming down too? Netflix reportedly plans 5% workforce cuts, announcement could come as early as next week

Published ・ Source Taiwan | 鉅亨網

Streaming giant Netflix is reportedly planning to cut about 5% of its workforce, with an announcement possible as early as next week. Based on the company's approximately 16,000 full-time employees at the end of last year, the cuts could affect about 800 people, reflecting a cost-control strategy amid intensifying competition in the streaming market.

Facts

  • Netflix is reportedly planning to cut about 5% of its workforce, with an announcement possible as early as next week.
  • Based on the company's approximately 16,000 full-time employees at the end of last year, the cuts could affect about 800 people.
  • Puck News reported the plan on Friday (the 9th), citing people familiar with the matter.
  • Netflix's last major round of layoffs was in 2022, when it cut hundreds of jobs amid slowing growth and subscriber losses.
  • YouTube is also attracting an increasing share of viewing time and advertising spending, adding to competitive pressure on its peers.

Companies mentioned:Netflix、Puck News、YouTube

〈Earnings〉 Even higher airfares aren't enough! Oil prices weigh on 達美航空's Q3 earnings, full-year forecast slashed by more than a fifth

Published ・ Source Taiwan | 鉅亨網

Higher oil prices weighed on 達美航空's Q3 results, prompting it to lower its full-year earnings outlook. Despite strong premium demand, surging fuel costs dragged earnings below expectations, and shares fell in premarket trading.

Facts

  • 達美航空 forecasts full-year adjusted earnings per share of $5.10 to $5.60, with the midpoint cut by nearly 24%
  • 達美航空's adjusted third-quarter revenue rose about 16% year over year to $17.6 billion
  • 達美航空's third-quarter fuel expenses rose 62% year over year to $4.1 billion
  • Original達美航空旗下Monroe煉油廠預估今年貢獻7億美元獲利
  • 達美航空's third-quarter premium product revenue grew 18%

Companies mentioned:達美航空、DAL-US、美國運通、AXP-US、LSEG、Monroe煉油廠、亞馬遜、AMZN-US、SpaceX、SPCX-US、星鏈

SK海力士 accelerates semiconductor expansion in South Korea! Yongin completion moved up to 2033, Gwangju complex also planned

Published ・ Source Taiwan | 鉅亨網

SK集團 Chairman Chey Tae-won announced that, to meet growing semiconductor demand, SK海力士 has moved up the completion date for its Yongin complex to 2033 and plans to build a new complex in Gwangju, investing alongside 三星電子 to expand capacity.

Facts

  • SK海力士 has moved up the target completion date for its Yongin semiconductor complex from 2045 to 2033.
  • 三星電子 and SK海力士 each plan to invest about 400 trillion won in the Gwangju semiconductor complex and build 2 wafer fabs apiece.
  • The Gwangju semiconductor complex currently planned by SK集團 is about two-thirds the size of the Yongin complex.
  • The Gwangju semiconductor complex will cover about 8.26 million square meters and is slated for land occupied by the Gwangju military airport, which is to be relocated, and a nearby ammunition depot.
  • SK集團 has moved up the completion schedule for the Yongin semiconductor complex by 12 years.

Companies mentioned:SK集團、SK海力士、三星電子

Money rushes for shelter! Global money market funds attract $153.8 billion as U.S. stock funds see outflows

Published ・ Source Taiwan | 鉅亨網

Selling pressure in global bond markets and inflation concerns prompted investors to seek safety, driving weekly net inflows into global money market funds to a 5-month high. U.S. stock funds saw withdrawals, but sector funds, including technology, remained popular, while bond funds continued to attract inflows.

Facts

  • Global money market funds saw net inflows of $153.81 billion in the week through Oct. 7, the most since the week of May 6.
  • U.S. equity funds ended a 2-week streak of inflows, with $5.11 billion withdrawn.
  • The U.S. 10-year Treasury yield climbed to 5.3645%, its highest level since April 2002.
  • France's 10-year government bond yield rose to 4.994%, a 24-year high.
  • U.S. sector funds attracted $5.68 billion, led by technology stocks with $4.53 billion.
  • Global bond funds saw net inflows of $26.03 billion, the most since the week of July 8.
  • U.S. money market funds saw net inflows of $68.49 billion, reversing net outflows of $43.6 billion the previous week.

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