【Drama sequel begins airing Thursday, 10/15, at 22:00】 Latest volume ⑫ of the Showa-era newlywed romantic comedy 『波うららかに、めおと日和』 goes on sale Wednesday, 10/14!
Published ・ Source Japan | PR TIMES
The latest, 12th volume of the manga 『波うららかに、めおと日和』 goes on sale October 14. To mark the drama sequel, a special edition, full-belt editions of previous volumes, and a free campaign on コミックDAYS will be offered.
‘Black Swan’ author warns: A bright AI outlook does not mean it is worth buying; he is more concerned that Americans themselves will pull out of U.S. Treasuries
Published ・ Source Taiwan | 鉅亨網
Taleb warned at the Greenwich Economic Forum that competition in the AI industry is intense and that today’s hot companies may not be the eventual winners, urging investors to be wary of valuation risks. He also said weakening demand for U.S. Treasuries and mounting debt are making the economy more fragile and could undermine the U.S. stock market’s rally.
Facts
Taleb shared his views on AI investing and U.S. Treasury risks during the Greenwich Economic Forum.
Taleb said it is an oversimplification to conclude directly from AI’s prospects that investing in AI companies is a good idea.
Original塔雷伯比橋水創辦人達里歐更擔心美國本土退休基金或長期投資基金撤出美債。
Taleb argues that preparations for tail risks should be maintained even when there is no clear reason to do so.
Taleb cautioned against relying on AI to solve the debt problem because its development is uncertain.
立訊精密 responds to U.S. Section 337 investigation: Products under investigation are still in customer validation and will not affect operations
Published ・ Source Taiwan | 鉅亨網
立訊精密 responded to the U.S. Section 337 investigation, saying the products involved are still in the validation stage and have not entered mass production, and that it expects no material impact. The company has launched a review and is actively defending itself in the case, which also involves 台達電 and several other manufacturers.
Facts
立訊精密 responded to the U.S. Section 337 investigation, saying the products involved are still in customer validation and have not entered mass production.
The 美國國際貿易委員會 (USITC) formally launched a Section 337 investigation in response to patent infringement claims filed by 維克爾.
The case involves U.S. Patent No. US 10,903,734, and the investigation covers vertical power delivery (VPD) systems and related components.
立訊精密 expects the investigation to have no material adverse impact on its current production and operations or operating performance for the current period.
Other companies under investigation in the case include 台達電, 英飛凌, 鴻海 and 廣達.
立訊精密 has begun studying the patents and related products involved and assembled technical, legal and business teams to actively defend itself.
China’s crude oil imports rebound? 96 supertankers set to arrive, the highest number since late February
Published ・ Source Taiwan | 鉅亨網
Bloomberg data show that about 96 supertankers are expected to arrive in China over the next 90 days, the highest number since late February. Although this points to a rebound in imports, the figure is below the 111 recorded in the same period last year, leaving it unclear whether demand has fully recovered.
Facts
As of October 10, about 96 supertankers are expected to arrive in China over the next 90 days.
The number of supertankers arriving is the highest since late February this year.
The figure has risen for 3 consecutive weeks.
There were 111 supertankers in the same period last year, more than the current 96.
The Strait of Hormuz was effectively blockaded at the outset of the U.S.-Iran conflict.
Crude oil shipments through the Strait of Hormuz have recovered in recent weeks to near prewar levels.
After Taiwan’s stock market retreated from a record high, assets under management at 12 Taiwan stock ETFs bucked the trend and hit new highs. 群益半導體收益 (00927), which combines semiconductor growth potential with high dividends, led with a year-to-date total return of 107.36%. 群益投信 recommends allocating to this type of ETF to navigate market volatility and sees opportunities for Taiwan stocks to rise in the fourth quarter, driven by AI.
Facts
Assets under management at 12 Taiwan stock ETFs bucked the trend and hit new highs.
群益半導體收益 ETF has posted a year-to-date total return of 107.36%.
群益半導體收益 ETF pays distributions in months 1, 4, 7 and 10.
Taiwan semiconductor revenue rose 61% year over year in August.
Third-quarter foundry and semiconductor packaging and testing revenue is forecast to rise 15% to 20% quarter over quarter.
Bullish on open models! 輝達 in talks to increase investment in Reflection AI and provide computing power
Published ・ Source Taiwan | 鉅亨網
輝達 is in talks with open-weight model startup Reflection AI about increasing its investment or providing computing power. The discussions are still at an early stage, and the two sides could cooperate through an acquihire, supplying chips or increasing 輝達’s stake, underscoring 輝達’s continued support for the AI industry.
Facts
輝達 is in talks with Reflection AI about potentially increasing its investment or providing computing power.
The discussions between the two sides are still at an early stage, and no terms have been agreed.
Possible deal structures include an acquihire, providing more chips or increasing 輝達’s investment stake.
Reflection launched its first open-weight model, Beam, earlier this month.
Beam scored on par with 智譜 AI’s flagship open model GLM-5.2 on advanced reasoning benchmarks.
Reflection was founded by two former Google DeepMind researchers.
OriginalReflection 曾洽談以 250 億美元估值募資 25 億美元。
Reflection signed multibillion-dollar contracts with SpaceX and Nebius Group NV to secure computing power.
Companies mentioned：輝達、Reflection AI、Google DeepMind、智譜 AI、Z.AI、OpenAI、Anthropic PBC、SpaceX、Nebius Group NV、Hugging Face、Groq
The Trump administration announced the suspension of 8 technology companies’ eligibility to apply for green cards for foreign employees through the Labor Department’s PERM program.
Bangladesh to leave the “least developed country” category in 2029! As it bids farewell to tariff benefits, it pushes transformation and industrialization to break its reliance on garments
Published ・ Source Taiwan | 鉅亨網
Bangladesh’s LDC preparation period has been extended to 2029. The prime minister is pushing to establish “Invest Bangladesh” to streamline approvals and has signed an industrial park agreement with China to attract foreign investment, seeking to reduce dependence on garment exports and address energy vulnerabilities.
Facts
The UN Committee for Development Policy has accepted Bangladesh’s application to extend its preparatory period for graduating from the “Least Developed Countries” list to November 2029.
Bangladesh established “Invest Bangladesh” on August 20 this year to create a one-stop approval process.
During his visit to China, Bangladeshi Prime Minister Tarique Rahman signed the “China Economic Industrial Park Investment and Development Agreement.”
Bangladesh’s central bank established a 300 billion taka export diversification refinancing facility to support industries including leather and jute.
Runner Automobiles’ board approved moving forward with a plan for local production of BYD vehicles.
The IMF forecasts Bangladesh’s growth at around 4.7% in fiscal 2026, slowing to 4.3% in fiscal 2027.
Bangladesh’s total exports in fiscal 2025/26 were about $48 billion, including $38.7 billion in garment exports.
Stocks consolidate at high levels as concerns are digested; institutions say Taiwan stocks will return to earnings-driven growth in Q4, with funds rotating into “these” sectors
Published ・ Source Taiwan | 鉅亨網
安聯投信 believes Taiwan stocks will return to earnings-driven growth in the fourth quarter, while passive components are attracting funds on AI demand.
Facts
安聯投信 forecasts that the year-on-year growth rate in overall corporate earnings for Taiwan stocks in 2026 will be revised up to 84.07%, with a further 35.56% growth possible in 2027.
The passive component sector has recently attracted funds despite the broader trend, as AI servers and high-performance computing drive increased demand for high-end multilayer ceramic capacitors (MLCCs) and chip resistors.
Hsiao Hui-chung, manager of 安聯台灣大壩基金 and 安聯台灣科技基金, said the AI industry’s fundamentals remain sound and the AI investment cycle is still in a high-growth phase.
The electronics industry is the main growth engine for Taiwan stocks, with earnings growth forecast to reach 45% in 2027.
安聯投信 is bullish on AI-related supply chains, including IP/ASIC, advanced processes and packaging and testing, PCB/CCL, ABF substrates, thermal management, liquid-cooling modules and optical communications.
Chen Ssu-ming, manager of 安聯台灣智慧基金, said the broader market is expected to continue consolidating at high levels, while funds keep rotating into stocks with concrete earnings-growth catalysts.
Nearly half of million-dollar art buyers are Gen Z; UBS reveals 4 major “shifts” among high-net-worth collectors
Published ・ Source Taiwan | 鉅亨網
瑞銀集團 and Arts Economics released the “2026 Art Basel and UBS Survey of Global Collecting,” finding that Gen Z has become the art market’s biggest spender, spending more than twice as much as older generations and accounting for nearly half of buyers at the million-dollar level.
Facts
Gen Z has become the highest-spending group in the art market, spending more than twice as much as older generations.
Among collectors who bought a single top-tier artwork priced at more than $1 million in 2026, Gen Z accounted for nearly half.
As many as 48% of Gen Z consider “uniqueness and rarity” the most important value of owning art.
In 2026, 80% of Gen Z said they conducted a moderate or substantial amount of independent research before making a purchase.
The share using apps and AI tools for research surged from 4% in 2024 to 22% in 2026.
Pneumonia kills employee at Russian anti-plague research center! WHO: Cause unknown, 200 people isolated
Published ・ Source Taiwan | 鉅亨網
The WHO confirmed on October 10 that an employee at an anti-plague research center in Siberia, Russia, died of pneumonia on October 2. The cause is unknown, and plague was not confirmed. Authorities isolated about 200 contacts; all test results were negative, with no evidence of ongoing transmission.
Facts
The World Health Organization (WHO) said on October 10 that a laboratory employee at an anti-plague research center in Siberia, Russia, had died of pneumonia, with the cause unknown.
No plague cases have been reported locally, and no work-related microorganisms were found in the deceased person’s body.
About 200 contacts were isolated. Tests for high-risk pathogens were all negative, and no symptoms emerged.
The WHO said there is currently no evidence of ongoing transmission in this incident.
The laboratory employee became ill and died on October 2.
台新新光金控 has been the sole sponsor of 台北101’s National Day show for 2 consecutive years, celebrating Double Ten with a drone and fireworks display combining technology and art. The mascots Richart and a chibi-style image of Taiwan appeared in the night sky, symbolizing the company’s commitment to putting down roots in Taiwan. The atmosphere was lively and filled with well wishes.
Facts
台新新光金控 (2887-TW) has been the sole sponsor of 台北101’s National Day show for 2 consecutive years.
The theme of this National Day show was “Onward Taiwan: Let’s Light Up Taiwan Together.”
The show combined drones, building fireworks and laser-light effects and lasted 14 minutes.
台新新光金控 mascot Richart became a birthday ambassador in the night sky, wearing a party hat, holding hands with a chibi-style Taiwan and carrying a birthday cake.
The three mascots of the Taipei City Government’s “Bravo,” 台北101’s “Damper Baby” and 台新新光金控’s “Richart” appeared together in a pop-up event for the first time.
台北101 staged light displays featuring text and laser beams for three consecutive nights, from October 9 to 11.
The five major electronics companies’ stocks posted three gains and two losses in Q3; latest server outlook at a glance
Published ・ Source Taiwan | 鉅亨網
The five major electronics companies’ stocks posted three gains and two losses in Q3, with 緯創 recording the biggest increase. Strong AI server demand boosted revenue to record highs for most companies, while institutional investors significantly increased their holdings, highlighting server operations as a key growth driver.
Facts
緯創 shares rose 16.4% in Q3, the best performance among the five major electronics companies.
廣達 reported revenue of NT$1.16 trillion in Q3, a record high for a single quarter.
The 3 major institutional investors bought a net 163,900 lots of 緯創 shares in Q3.
廣達 began trial production of its next-generation server products at the end of Q3 and will make small-volume shipments in Q4.
和碩 expects its server business to grow by triple digits for the full year, with revenue potentially accounting for 1-tenth of the total.
仁寶’s AI server manufacturing center in Daxi, Taoyuan, will begin contributing revenue in Q4.
英業達’s server shipments were affected by shortages of key components, but its September shipments performed well.
Kang Yong appears at Chen Po-yang’s campaign headquarters opening; Chinese Communist Party mouthpiece lashes him as a “two-faced person”
Published ・ Source Taiwan | 鉅亨網
Kang Yong’s attendance at the opening of Chen Po-yang’s campaign headquarters drew harsh criticism from Chinese Communist Party media, which called him a two-faced supporter of “Taiwan independence.” Taiwan’s Mainland Affairs Council stressed that elections in Taiwan are free and opposed threats and interference by outside forces.
Facts
Kang Yong attended the opening of Chen Po-yang’s campaign headquarters and waved a cheering stick.
“Xiake Island,” a social media account under the Chinese Communist Party’s People’s Daily, criticized Kang Yong as a “two-faced person.”
In 2024, Chen Po-yang was placed on the Taiwan Affairs Office’s list of “Taiwan independence” diehards.
In 2025, the Chongqing Public Security Bureau opened an investigation into Chen Po-yang on suspicion of secession.
Mainland Affairs Council Deputy Minister Liang Wen-chieh said Taiwan’s elections should not be decided by the Chinese Communist Party.
During the National Day period, Nicky Wu recorded a video greeting while holding a five-star red flag.
磐儀 bullish on continued momentum in semiconductor equipment and medical sectors; Q4 outlook cautiously optimistic
Published ・ Source Taiwan | 鉅亨網
磐儀’s Q3 revenue hit a record NT$830 million, driven by growing demand for AI computing and smart equipment. The company is bullish on momentum in the semiconductor and medical markets, with a cautiously optimistic outlook for Q4, and will hold a Physical AI forum in October.
Facts
磐儀’s September revenue was NT$310 million, a record monthly high.
磐儀’s Q3 revenue was NT$830 million, up 16% quarter on quarter and 58% year on year.
磐儀’s revenue for the first 3 quarters totaled NT$2.059 billion, up 47.5% year on year.
磐儀 is bullish that demand in the semiconductor equipment market will remain steady.
磐儀 and 台灣物聯網協會 will jointly hold a forum on October 15.
Component price hikes weigh on PC demand; 華碩 and 微星 team up with 輝達 to push flagship RTX Spark machines and pursue growth against the trend
Published ・ Source Taiwan | 鉅亨網
華碩 and 微星 have teamed up with 輝達 to launch flagship AI laptops featuring the RTX Spark architecture. Preorders sold out, as the companies seek countertrend growth in the high-end professional market.
Facts
華碩 and 微星 have officially launched flagship AI laptops running Windows 11 and featuring the RTX Spark superchip architecture.
The 128GB versions of 華碩 ProArt P14 and P16 flagship models are priced at NT$249,999 and NT$269,999, respectively.
微星 Prestige N16 Flip AI+ with 128GB of storage is listed at NT$239,900 by online retailers.
RTX Spark integrates up to a 20-core Grace CPU and a 6,144-core Blackwell RTX GPU.
The first batch of flagship RTX Spark machines from 華碩 and 微星 sold out during the pre-order phase.
中央氣象署 issued a yellow high-temperature alert for Caotun Township, Nantou County, advising people to reduce outdoor activities and take precautions against the sun and stay hydrated.
台灣自來水公司 is carrying out electromechanical repairs after a pump malfunction at a nursery, resulting in a water outage in parts of Beitun District, Shigang District, Xinshe District and Fengyuan District in Taichung City from 8:40 to 15:00 on Oct. 11, 2026.
Water outage (Miaoli County, Hsinchu City, Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
台灣自來水公司 issued a water outage alert due to repairs to a leak on Zhonghua Road in Dingpu Village, Zhunan Township, affecting parts of Miaoli County and Hsinchu City and County. The alert takes effect on Oct. 11, 2026.
台灣自來水公司 will shut off water in parts of Zhunan Township and Toufen City in Miaoli County, and Xiangshan District in Hsinchu City, on Oct. 11, 2026, for repairs to a pipeline on Provincial Highway 1 at Zhonghua Road in Zhunan Township.
Land-based strong wind alert (yellow signal) (Pingtung County, Miaoli County, Taoyuan City, Yunlin County, Changhua County, Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a land-based strong wind alert (yellow signal), warning that from the morning through the evening of the 11th, some areas of Taoyuan City, Miaoli County, Taichung City, Changhua County, Yunlin County, Pingtung County, Taitung County and Penghu County could see average winds of force 6 or higher or gusts of force 8 or higher.
An emergency repair is underway for a water leak on the road at No. 122, Section 1, Haidian Road, Annan District, Tainan City, causing a water outage and low water pressure in parts of the area.
National Day fireworks move to Taitung; county government estimates 50,000 will flock to downtown to watch
Published ・ Source Taiwan | 公視新聞
The 2026 National Day celebrations will move from Taipei to Taitung, with the county government estimating that about 50,000 people will gather downtown to watch a fireworks display themed around the ocean and Austronesian culture.