# AI News 180m Report｜2026-10-10 15:00–18:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 81 items from 6 sources; Japan, 39 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Disaster-prevention volunteers and the Jin Xiao Choir lead National Day singing；Thunder Tiger aerobatic team roars in over the Presidential Office

- Published: 2026-10-10T13:53:41+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830780
- Article page: https://ainews.idaeo.ai/a/4303907-en.html
- anchor: #n3298996

The National Day ceremony was held in front of the Presidential Office, with the Jin Xiao Choir and disaster-prevention volunteers leading the national anthem. The Thunder Tiger aerobatic team flew Yongying advanced trainer aircraft over the Presidential Office to conclude the event。

Facts:
- Weighing 6 kilograms
- 10 a.m.
- 10 people
- 5 Mirage fighter jets
- 5 Brave Eagle advanced trainer aircraft

## Chang San-cheng vows to stay true to his original aspiration and make Taoyuan better; Huang Shih-chieh urges residents with differing views to engage and cooperate

- Published: 2026-10-10T13:46:50+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830777
- Article page: https://ainews.idaeo.ai/a/4303910-en.html
- anchor: #n3298999

Taoyuan held a National Day flag-raising ceremony, where entertainer Kuo Tzu-chien appeared in an outfit modeled on Chang San-cheng and interacted with attendees. Chang pledged to stay true to his original aspirations in advancing municipal affairs, while Huang Shih-chieh, a DPP candidate, urged residents with differing views to engage and cooperate.

Facts:
- More than 4000 residents

## Taichung holds National Day flag-raising ceremony, incorporating technology in an “aerial flag display”

- Published: 2026-10-10T13:42:24+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830778
- Article page: https://ainews.idaeo.ai/a/4303909-en.html
- anchor: #n3298998
- Companies mentioned: 台中市府、台中市政府、國民黨、民進黨

台中市府 incorporated the local drone technology industry into its National Day flag-raising ceremony, with Mayor Lu Hsiu-yen announcing plans to build a strategic stronghold for the drone industry. Candidates Chiang Chi-chen of the 國民黨 and Ho Hsin-chun of the 民進黨 attended together and exchanged high-fives. Meanwhile, National Day fireworks were held at Taitung Seashore Park, and the Xia Binlang tribe also held an event to express its blessings for the country and call for greater attention to Indigenous culture.

Facts:
- 76 reserve military police
- the morning of the 10th
- Less than 50 days

## KMT chair skips National Day celebration; Han Kuo-yu urges Lai Ching-te to resolve political deadlock

- Published: 2026-10-10T13:36:47+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830779
- Article page: https://ainews.idaeo.ai/a/4303908-en.html
- anchor: #n3298997

KMT Chair Cheng Li-wun did not attend the National Day celebration. In his address, Legislative Speaker Han Kuo-yu urged Lai Ching-te to resolve the confrontation between the ruling and opposition camps, and criticized his administration for creating conflict between the legislative and executive branches. TPP Chair Huang Kuo-chang put forward 6 major proposals in hopes of ending social divisions, while the KMT criticized the New Tide faction president for heightening cross-strait tensions.

Facts:
- More than 4000 overseas compatriots
- Return once every 2 years
- 8 KMT legislators
- 6 major proposals

## 巨額看空期權突現！美光、輝達大單受矚 半導體壟罩避險看空陰霾

- Published: 2026-10-10T16:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627093
- Article page: https://ainews.idaeo.ai/a/4303877-en.html
- anchor: #n3298872
- Companies mentioned: 美光、輝達、CNBC、ThinkOrSwim、SpotGamma、Barchart、Volland

CNBC報導，美光與輝達近日出現巨額看跌期權大單，引發華爾街對半導體板塊短線回檔的擔憂。

Facts:
- U.S. semiconductor stocks saw unusually large options trades emerge during Friday's (9th) session, as a cloud of hedging and bearish sentiment hung over the derivatives market.
- The intraday trading volume of puts on the semiconductor ETF (SMH-US) topped 180,000 contracts, far exceeding the 50,000 calls, with total premiums reaching $46 million.
- 輝達出現神秘大戶斥資2,100萬美元掃入10萬張2027年1月15日到期、履約價180美元的看跌期權。
- 美光當日看跌期權權利金總額高達2.7億美元，包含一系列於2028年6月到期的極度深度價內賣權交易。
- SMH's Put/Call Open Interest Ratio climbed to 1.95, its highest level since the second week of August this year.

## 美超微承包商認罪！涉非法出口輝達AI伺服器至中國、金額達25億美元

- Published: 2026-10-10T16:02:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627238
- Article page: https://ainews.idaeo.ai/a/4303746-en.html
- anchor: #n3296557
- Companies mentioned: 美超微電腦、SMCI、輝達、NVDA

與美超微有關的承包商孫廷偉承認非法出口價值25億美元的輝達AI伺服器至中國。美超微否認涉案並終止合作，共同創辦人等其他人士亦遭起訴。

Facts:
- Contractor Ting-Wei “Willy” Sun admitted to 4 charges, including conspiring to violate U.S. export control regulations, conspiring to smuggle U.S. goods, conspiring to defraud the U.S. government, and obstruction of justice.
- The scheme involved shipping U.S. AI technology worth about $2.5 billion to China.
- Super Micro has ended its business relationship with contractor Sun and severed ties with the other defendants.
- Sun acted as an intermediary in the scheme, arranging orders and taking steps to conceal the activities.
- Sun helped arrange dummy servers for demonstrations and made false statements when U.S. Commerce Department officials inspected them.
- Super Micro co-founder Yih-Shyan “Wally” Liaw and others were also indicted.
- 輝達的B200、H100及H200圖形處理器及搭載這些晶片的伺服器受到美國出口限制。

## iPhone 18 Pro傳砍單 《巴隆》：蘋果手中仍有一張王牌

- Published: 2026-10-10T15:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627085
- Article page: https://ainews.idaeo.ai/a/4303748-en.html
- anchor: #n3296558
- Companies mentioned: 蘋果、AAPL-US、《巴隆週刊》、《日經亞洲》、瑞銀、appleinsider

《巴隆週刊》報導蘋果因記憶體成本飆升推高售價及終端需求疲弱，削減 iPhone 18 Pro 訂單。雖瑞銀觀察到交貨期縮短引發需求疑慮，但分析師認為消費者可能正等待 10 月上市的 iPhone Duo 或明年春季的標準版，導致換機時點延後。

Facts:
- 蘋果因終端需求疲弱，已要求供應商削減 iPhone 18 Pro 與 Pro Max 的零組件產量。
- The iPhone Duo is scheduled to be available for preorder on October 16 and go on sale on the 23rd, starting at $1,999.
- 瑞銀追蹤數據顯示 iPhone 18 Pro 的交貨等待時間較前一週減少約 6 天。
- 蘋果上月僅推出高階 iPhone 18 機型，標準版 iPhone 18 預計明年春季才會登場。
- 蘋果股價週五下滑 1.10% 至每股 336.68 美元。
- 蘋果計劃於 10 月 27 日發表第一款觸控 MacBook 和新 iPad mini。

## 蘋果iPhone Duo加單30% iPhone 18 Pro系列總訂單量未變

- Published: 2026-10-10T15:33:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627270
- Article page: https://ainews.idaeo.ai/a/4303749-en.html
- anchor: #n3296559
- Companies mentioned: 蘋果、AAPL-US

蘋果供應鏈人士透露，蘋果正結構性調整2026年秋季手機新品訂單，將資源向高價值產品傾斜。iPhone Duo加單30%，Pro系列總量不變但內部結構微調，同時因成本上漲導致買氣承壓，部分高階機型產量下修。

Facts:
- 蘋果對iPhone Duo加單30%，但總量仍未超過1,000萬台。
- 蘋果對iPhone 18 Pro砍單10%～15%，對iPhone 18 Pro Max加單10%～15%，iPhone 18 Pro系列總訂單量未變。
- Higher prices driven by a sharp rise in memory chip costs are weighing on consumer demand.
- 今年10月份，蘋果對iPhone 18 Pro與iPhone 18 Pro Max的下單量比原定計畫縮減了15%至20%。
- Momentum in second-half procurement was relatively weak starting in August.

## ASML raises prices of lithography machine parts in South Korea by 10%; Samsung and SK海力士 accept

- Published: 2026-10-10T15:13:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627239
- Article page: https://ainews.idaeo.ai/a/4303747-en.html
- anchor: #n3296560
- Companies mentioned: ASML、三星電子、SK海力士、The Elec

全球最大半導體設備製造商ASML決定將供應韓國市場的曝光機替換設備部件價格統一提高10%，涵蓋EUV與DUV全部備件，三星電子與SK海力士已接受新方案。

Facts:
- ASML has decided to raise prices by 10% across replacement parts for lithography machines supplied to the South Korean market
- The price increase covers all spare parts for extreme ultraviolet and deep ultraviolet lithography machines
- The new prices will apply to products supplied starting in January 2027
- ASML總部於9月初透過韓國分公司向三星電子和SK海力士提出漲價方案
- The price increase covers regularly purchased consumables as well as parts that need replacement due to faults or declining performance
- ASML's after-sales service, spare parts and upgrades business generated €8.193 billion in revenue in 2025, accounting for 25% of total revenue
- ASML expects revenue from this business to grow by more than 30% this year
- Lithography machines contain optical components such as lenses and mirrors responsible for transmitting light, as well as light sources and precision drive systems

## Trump says Putin agreed to increase diesel supplies! Russia comments, Zelensky responds

- Published: 2026-10-10T15:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627243
- Article page: https://ainews.idaeo.ai/a/4303750-en.html
- anchor: #n3296561

Trump claimed Putin agreed to increase diesel supplies to lower prices, and Russia confirmed it had lifted export restrictions ahead of schedule. Zelensky strongly opposed the move, warning that it would bolster Russia's war effort, and called for the conflict to be resolved on the basis of reciprocity.

Facts:
- Trump said Russia agreed to increase diesel supplies to bring down global prices after his call with Putin.
- Russia is expected to supply an additional 300,000 tons of diesel to the United States and other partners in October.
- Zelensky criticized easing sanctions on Russia as a weak decision that could prolong the war.
- Since the United States and Israel went to war with Iran, U.S. diesel prices have risen by about 70%.
- The average U.S. diesel price reached $6.28 per gallon on October 8.

## Chinese maritime militia spotted off eastern Taiwan! U.S. warns: seriously destabilizing and counterproductive

- Published: 2026-10-10T14:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627215
- Article page: https://ainews.idaeo.ai/a/4303634-en.html
- anchor: #n3296265

The U.S. State Department warned that China had deployed maritime militia vessels in waters east of Taiwan, seriously undermining regional stability. Taiwan views this as a rehearsal for a maritime blockade, as the waters are a critical wartime supply line. The U.S., UK, France and Germany expressed concern in June; a US$14 billion arms sale to Taiwan is awaiting approval.

Facts:
- The U.S. State Department said China's actions in waters east of Taiwan seriously undermined stability.
- The first known Chinese maritime militia vessels appeared in waters east of Taiwan this August.
- Since June this year, China has stepped up its activities in waters east of Taiwan and regularly dispatched coast guard vessels to patrol.
- Taiwan believes China is coordinating military, paramilitary and civilian forces to rehearse a possible maritime blockade.
- U.S. President Donald Trump has yet to approve a new arms sale to Taiwan worth US$14 billion.

## Major Fire Incident Alert (Yilan County)

- Published: 2026-10-10T17:13:38+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=NFA_Fire_2026101013314100499&info=20039476
- anchor: #n3299020
- Companies mentioned: 內政部消防署

內政部消防署 issued a closure notice for the major fire at a factory and warehouse on Toubin Road in Toucheng Township, Yilan County, reminding the public to stay away from the restricted area.

Facts:
- Effective time: 2026-10-10T16:13:38
- Expiration time: 2026-10-10T17:14:00

## Water level outside the outlet of Ba-laoye Drainage: warning level (Tainan City)

- Published: 2026-10-10T16:27:13+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TNC_highwater_20261010152713&info=20039475
- anchor: #n3299021
- Companies mentioned: 臺南市政府

臺南市政府 issued a warning about the water level outside the outlet of Ba-laoye Drainage in Houbi District. The current level is 9.54 meters, 1.40 meters above the warning level.

Facts:
- 9.54 meters
- 1.40 meters

## Water outage (Yunlin County)

- Published: 2026-10-10T16:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610101510&info=20039474
- anchor: #n3299022
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage alert for parts of Yuanchang Township and Sihu Township, Yunlin County, due to emergency repairs to a leaking 200mm pipeline. The outage is scheduled from 2026年10月10日15:04 to 18:00.

Facts:
- 200mm
- Effective time: 2026-10-10T15:04:08
- Expiration time: 2026-10-10T18:00:00

## High-temperature information (Pingtung County)

- Published: 2026-10-10T15:26:50+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_heat_202610101426001&info=20039472
- Article page: https://ainews.idaeo.ai/a/4303925-en.html
- anchor: #n3299023
- Companies mentioned: 中央氣象署

中央氣象署 issued a yellow high-temperature alert for Zhutian Township, Pingtung County, advising the public to reduce outdoor activities and take precautions against sun exposure and dehydration.

Facts:
- Today (10)
- Effective time: 2026-10-10T14:26:00
- Expiration time: 2026-10-10T17:00:00

## Water Outage (Miaoli County)

- Published: 2026-10-10T15:20:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610101420&info=20039471
- anchor: #n3299024
- Companies mentioned: 台灣自來水公司

台灣自來水公司因公館鄉玉谷村前100mm pvcp管線搶修，於2026年10月10日14:15至17:00實施停水。

Facts:
- 100mm
- No. 51-5

## Water outage (Kaohsiung City)

- Published: 2026-10-10T15:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610101410&info=20039470
- anchor: #n3299025
- Companies mentioned: 台灣自來水公司

台灣自來水公司 carried out emergency repairs opposite No. 816 Chengguan Road in Bagua Village, Renwu District, Kaohsiung City, on 2026年10月10日, resulting in a water outage in the area from 14:07 to 17:00.

Facts:
- No. 816 Chengguan Road
- Effective time: 2026-10-10T14:07:58
- Expiration time: 2026-10-10T17:00:00

## Water Outage (Nantou County)

- Published: 2026-10-10T14:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610101300&info=20039469
- anchor: #n3299026
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage alert for Shanjiao Village, Caotun Township, Nantou County, due to emergency repairs to a leak at No. 31, Lane 35, Xinsheng East Road. The outage is scheduled from 2026年10月10日12:57 to 17:30.

Facts:
- Lane 35
- No. 31
- 2026-10-10T12:57:30
- 2026-10-10T17:30:00

## 精確 (3162): Announcement of the reassignment of the representative of the company's corporate director (corrected résumé)

- Published: 2026-10-10T14:27:39+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=3162&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=132739&spoke_date=20261010
- Article page: https://ainews.idaeo.ai/a/4303970-en.html
- anchor: #n3299302
- Companies mentioned: 精確、CHEERPLAN (HK) LIMITED、敏實科技大學、工研院、輝達

精確 (3162) announced the replacement of the representative of a corporate director. The new representative is 江晴山, effective 115/10/08.

Facts:
- Date of change: 115/10/08
- Original term of office (e.g., xx/xx/xx to xx/xx/xx): 113/06/07-116/06/06

## 藥祇 (7878): Announcement that the U.S. Phase II clinical trial (IND) application for its new drug PS1 for type I diabetes has been submitted to the FDA.

- Published: 2026-10-10T14:24:46+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=7878&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=132446&spoke_date=20261010
- Article page: https://ainews.idaeo.ai/a/4303971-en.html
- anchor: #n3299303
- Companies mentioned: 藥祇、FDA

藥祇 (7878) announced that it completed submission to the U.S. FDA on 2026年10月9日 of the IND application for a U.S. Phase II clinical trial of its new drug PS1 for type I diabetes.

Facts:
- Date of occurrence of the event: 115/10/09
- Submitted on 2026年10月09日
- 600 million people worldwide have diabetes
- Annual drug spending reaches 87.8 billion US dollars
- Compound annual growth rate of 8.5%