# AI News 180m Report｜2026-10-12 12:00–15:00 JST｜Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 182 items from 7 sources; Japan, 63 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Not Yang Yo-ning or Chen Chu-sheng! He tops online buzz for Golden Bell 61 Best Supporting Actor, returning to the competition after 7 years

- Published: 2026-10-12T11:56:34+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171535
- Article page: https://ainews.idaeo.ai/a/4307721-en.html
- anchor: #n3327467
- Companies mentioned: 網路溫度計DailyView、KEYPO大數據關鍵引擎、大愛電視台、CATCHPLAY

《網路溫度計DailyView》 released its ranking of online buzz for the 2026 61st Golden Bell Awards for Best Supporting Actor in a Drama Program. Huang Teng-hui took the top spot for 《我們與惡的距離II》, with Yang Yo-ning and Chen Chu-sheng placing second and third.

Facts:
- 《網路溫度計DailyView》 surveyed online buzz for the Best Supporting Actor in a Drama Program at the 2026 61st Golden Bell Awards, with Huang Teng-hui taking first place with 966 mentions.
- Yang Yo-ning was nominated for Best Supporting Actor in a Drama Program at the 61st Golden Bell Awards for 《監所男子囚生記》, with 535 mentions online, ranking second.
- Chen Chu-sheng was nominated for Best Supporting Actor in a Drama Program at the 61st Golden Bell Awards for 《都市開基祖》, with 451 mentions online, ranking third.
- Shih Ming-shuai was nominated for Best Supporting Actor in a Drama Program at the 61st Golden Bell Awards for 《監所男子囚生記》, with 332 mentions online, ranking fourth.
- Pan Chin-yu was nominated for Best Supporting Actor in a Drama Program at the 61st Golden Bell Awards for the Da Ai TV drama 《我們六個》, with 324 mentions online, ranking fifth.

## 南洋台灣姊妹會 publishes its first picture book, 《島上沒有布》: ten migrant women create it together, opening a dialogue on care and inclusion through their life experiences

- Published: 2026-10-12T11:55:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171533
- Article page: https://ainews.idaeo.ai/a/4307724-en.html
- anchor: #n3327468
- Companies mentioned: 南洋台灣姊妹會、迴鄉辣東南亞文化工作室、衛武營國家藝術文化中心、東吳大學、公益獨立媒體Right Plus多多益善、Book Bar

南洋台灣姊妹會 released its first picture book, 《島上沒有布》, co-created by ten migrant women and addressing gaps in long-term care and issues of inclusion.

Facts:
- 南洋台灣姊妹會 published its first picture book, 《島上沒有布》.
- The picture book 《島上沒有布》 was co-created by ten women from different nationalities and cultural backgrounds.
- The women who took part in creating the picture book are from Vietnam, Indonesia, Cambodia, Myanmar, the Philippines, Malaysia and Taiwan.
- Hsia Hsiao-chuan said marriage migrants who have not yet obtained Taiwanese identity cards may be unable to access government long-term care benefits.
- The government plans to open applications for long-term care services to foreign professionals and their dependents who meet certain conditions by the end of June 2026.

## Taiwan has more than 5 million old homes! Why is urban renewal still stuck? Expert says these 5 supporting measures must be in place, or even more incentives will be useless

- Published: 2026-10-12T11:51:18+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171515
- Article page: https://ainews.idaeo.ai/a/4307725-en.html
- anchor: #n3327469

Taiwan's Executive Yuan passed a draft amendment to the Urban Renewal Act on July 16, 2026, promoting a “third path for urban renewal” based on landowner initiative, professional management and financial support to overcome five major obstacles. Expert Lee Tung-jung proposed five supporting mechanisms to promote owner-led urban renewal.

Facts:
- Taiwan's urban renewal is at a pivotal turning point. The Executive Yuan passed a draft amendment to the Urban Renewal Act on July 16, 2026, proposing measures including comprehensive project management, credit guarantees for owner-led urban renewal and a higher cap on floor-area incentives.
- Owner-led urban renewal faces five major obstacles: coordination, expertise, financing, distribution and relocation.
- The government should establish a coordination platform for owner-led urban renewal to help communities conduct preliminary surveys of residents' willingness, review property rights and build consensus, while providing subsidies for coordination costs.
- The government's credit guarantees should be combined with banks, construction management companies and trust institutions to establish a project financing system with phased disbursements and trust oversight.
- A system to relocate elderly residents and guarantee their return should integrate temporary housing, rent subsidies, moving assistance and community care planning.

## Wins double recognition from the Financial Supervisory Commission for fair treatment of customers! 滙豐 makes the top 25%, the only foreign bank in the first tier

- Published: 2026-10-12T11:44:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171529
- Article page: https://ainews.idaeo.ai/a/4307726-en.html
- anchor: #n3327470
- Companies mentioned: 滙豐(台灣)商業銀行、滙豐

滙豐(台灣)商業銀行 was named among the top 25% in the Financial Supervisory Commission's 2026 evaluation of the Fair Treatment of Customers Principles and received the Best Improvement Award, making it the only foreign bank in the first tier.

Facts:
- 滙豐(台灣)商業銀行 ranked among the top 25% of banks in the Financial Supervisory Commission's 2026 “Evaluation Results for the Fair Treatment of Customers Principles.”
- 滙豐 was the only foreign bank in the first tier of the 2026 evaluation.
- 滙豐 received the Best Improvement Award, making it the only banking industry player to receive double recognition.
- 滙豐 launched the industry's first “Global Smart Anti-Fraud Network” in 2025.
- 滙豐 became the first foreign bank to launch a “designated contact for large over-the-counter transactions” service.
- 滙豐 was the first company in Taiwan to support the “Sunflower Project.”

## Could 台積電 surge to 3,500 yuan this year? Analysts forecast 1 perfect scenario; expert calculates market gains: the “Sacred Mountain” alone would contribute 8,000 points

- Published: 2026-10-12T11:40:11+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171527
- Article page: https://ainews.idaeo.ai/a/4307727-en.html
- anchor: #n3327471
- Companies mentioned: 台積電、元大投顧

元大投顧 raised its target price for 台積電 to 3,500 yuan and forecast EPS of more than 111 yuan this year. Yeh Yu-shuo calculated that if the price gain materializes, it would contribute about 8,000 points to Taiwan stocks.

Facts:
- 元大投顧 is bullish on 台積電's earnings per share (EPS) after tax exceeding 111 yuan this year and raised its target price to 3,500 yuan.
- Financial commentator Yeh Yu-shuo roughly estimates that if 台積電 shares rise from 2,500 yuan to 3,500 yuan, 台積電 alone would contribute 8,000 points to Taiwan stocks.
- 元大投顧 forecasts 台積電 EPS of up to 111.72 yuan in 2026 and as high as 157.29 yuan in 2027.
- 台積電 is scheduled to hold its third-quarter earnings conference on Oct. 15.
- 元大投顧 is bullish that 台積電's gross margin could top 69% in 2027 and potentially challenge 71% in 2028.

## 外送餐點與運費雙漲 Kantar調查：逾七成消費者期待市場引入新競爭者

- Published: 2026-10-12T11:39:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171526
- Article page: https://ainews.idaeo.ai/a/4307728-en.html
- anchor: #n3327472
- Companies mentioned: Kantar凱度、Grab

Kantar調查指出台灣外送市場餐點與運費雙漲，逾七成消費者期待新競爭者入場以改善體驗。Grab擬進軍台灣獲高期待，消費者看好其提供多元價格與AI優化服務之能力。

Facts:
- Over the past 1 to 2 months, 60% of consumers said they had noticed meal prices rising.
- 58% of consumers have felt that delivery fees have increased.
- 72% of consumers agree that the entry of new platforms helps expand choices and boost market competition.
- Grab announced that Taiwan would be its first market outside Southeast Asia for expanding its food delivery service.
- Among consumers who had used GrabFood, 86% gave their past experience a positive rating.
- More than six-tenths of consumers are looking forward to Grab entering the Taiwan market.

## A pot bringing together fresh flavors from north and south! Hashiyama Sukiyaki plants its flag in Tainan, launching its first-ever “Fresh Beef Double Feast” with a bang

- Published: 2026-10-12T11:37:17+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171524
- Article page: https://ainews.idaeo.ai/a/4307729-en.html
- anchor: #n3327473
- Companies mentioned: 二本松餐飲集團、橋山·壽喜燒、橋山·鵲邸壽喜燒

Hashiyama Sukiyaki, part of 二本松餐飲集團, opened a new location in Tainan on Sept. 15 and launched a Fresh Beef Double Feast in Taipei, combining local ingredients with the spirit of Japanese cuisine.

Facts:
- 橋山·鵲邸壽喜燒 officially opened on Sept. 15.
- Hashiyama in Taipei has launched Taiwan’s first-ever “Fresh Beef Double Feast.”
- The Fresh Beef Double Feast must be reserved 3 days in advance.
- The Fresh Beef Double Feast is served with Japanese A5 Omi beef flat iron or Kobe beef sirloin.
- Hashiyama is a brand under 二本松餐飲集團.
- The Tainan location is named 橋山·鵲邸壽喜燒.

## Not the Philippines or Vietnam! Which country sends the most migrant workers to Taiwan? The top spot goes to the clear winner with 270,000 people—many people guess wrong

- Published: 2026-10-12T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170400
- Article page: https://ainews.idaeo.ai/a/4307732-en.html
- anchor: #n3327475

Labor Ministry statistics show that Indonesian migrant workers top the list with more than 270,000, with Vietnam close behind. The article examines the current industry divisions: Indonesians dominate long-term care, Vietnamese focus on manufacturing, Filipinos specialize in high-tech parks, and Thais work in heavy industry.

Facts:
- With more than 270,000 workers, Indonesia is the country with the most migrant workers in Taiwan.
- The number of Vietnamese migrant workers is around 260,000 to 270,000, just behind Indonesia; together, the two groups account for nearly seven-tenths of all migrant workers in Taiwan.
- Around seventy-five percent of home and institutional care workers in Taiwan come from Indonesia.
- Filipino migrant workers are concentrated mainly in semiconductor packaging and testing plants and major precision electronics manufacturers in the science parks of Hsinchu, Taichung and Tainan.
- The total number of migrant workers in Taiwan is now approaching the 800,000 mark.
- There are around 60,000 to 70,000 Thai migrant workers, most of them concentrated in construction and heavy industry.

## After Dad dies, can the 8,110-yuan monthly farmers’ pension still be collected for the month of his death? The farmers’ association account has been closed, but heirs still have a way to claim it

- Published: 2026-10-12T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11170649
- Article page: https://ainews.idaeo.ai/a/4307731-en.html
- anchor: #n3327474

This article explains the rule that the farmers’ pension is paid through the month of the recipient’s death. It also says that if the pension for that month was not deposited because the farmers’ association account had been closed, the legal heirs can still claim the unpaid amount from the Bureau of Labor Insurance by submitting an affidavit.

Facts:
- Since January 2024, the full farmers’ pension has been 8,110 yuan per month and the half rate 4,055 yuan.
- The farmers’ pension is paid through the month of the recipient’s death; it is not stopped on a daily prorated basis from the date of death.
- Under Article 4 of the Provisional Act Governing Welfare Allowances for Elderly Farmers, eligible elderly farmers receive the welfare allowance through the month of their death.
- If an elderly farmer receiving the farmers’ pension dies with benefits still unclaimed, the legal heirs may file a claim.
- Legal heirs claiming unpaid benefits must submit an affidavit. If there are 2 or more heirs, they must submit a joint authorization and affidavit.
- Legal heirs must report the death and provide related documentation to the deceased’s local farmers’ or fishermen’s association within 30 days of the death.

## A nationwide NT$10,000 payout is coming! Finance Ministry announces registration and deposit dates; post offices, ATMs and cash collection schedule revealed, with “5 regions offering extra payments of up to NT$6,000 per person”

- Published: 2026-10-12T11:26:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171521
- Article page: https://ainews.idaeo.ai/a/4307733-en.html
- anchor: #n3327476

The Executive Yuan announced a budget of NT$235.7 billion for a nationwide NT$10,000 cash payment, with distribution expected to begin on Jan. 26, 2027. Meanwhile, several township and city offices are using local budget surpluses to provide additional stimulus payments ranging from NT$3,000 to NT$6,000, which residents can claim on top of the national payment.

Facts:
- The Executive Yuan announced the “nationwide NT$10,000 cash payment” policy, with a budget of NT$235.7 billion.
- If the budget is announced by Jan. 20, 2027, the first payments could be deposited as early as Jan. 26, 2027.
- Huatan Township in Changhua County is offering a local stimulus payment of NT$6,000 per person.
- The official website for online registration for the cash payout must end in .gov.tw.
- Yanping Township in Taitung County is offering a local stimulus payment of NT$5,000 per person, expected to be distributed before Lunar New Year in 2027.
- Linnei Township in Yunlin County is offering a local stimulus payment of NT$3,600 per person.

## 78-year-old man fined NT$30,000 for saying “You’re crazy” in anger! Compared with Taipei medical violence cases, Kaohsiung’s penalty ratio questioned

- Published: 2026-10-12T11:18:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171520
- Article page: https://ainews.idaeo.ai/a/4307734-en.html
- anchor: #n3327477
- Companies mentioned: 阮綜合醫院

A 78-year-old man surnamed Yu in Kaohsiung was fined NT$30,000 by the Kaohsiung City Health Bureau under the Medical Care Act after making inappropriate remarks during an argument at a pharmacy. Yu has paid the fine but questions the standard used to determine the violation. Compared with cases in Taipei City, where penalties were imposed only when there was specific interference, the incident has sparked debate over the reasonableness of administrative penalties and the limits of the law.

Facts:
- A 78-year-old man surnamed Yu in Kaohsiung was fined NT$30,000 by the Health Bureau for saying “You’re crazy” at a pharmacy.
- Yu paid the NT$30,000 fine on Sept. 29 but disagrees with the grounds for the penalty.
- The Kaohsiung City Health Bureau determined that the pharmacist’s distraction in responding to the dispute interfered with pharmacy operations.
- Similar past cases in Taipei City often involved persistent verbal abuse or injuries to staff.
- In a Year 110 appeal case in Taipei, the interference with medical care lasted about 37 minutes.
- The incident involving Yu took place on the evening of June 23, after he had finished his appointment and collected his medication.
- The Kaohsiung City Health Bureau imposed the penalty under Article 24, Paragraph 2, and Article 106, Paragraph 1, of the Medical Care Act.

## U.S. military “robot dogs” deployed in Taiwan! I-Mei joins forces in a cross-industry venture, with NCSIST support: Is the era of “human-dog collaboration” in combat arriving?

- Published: 2026-10-12T11:16:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171511
- Article page: https://ainews.idaeo.ai/a/4307715-en.html
- anchor: #n3327478
- Companies mentioned: 鞍全盟無人系統公司、Ghost Robotics、義美集團、盟立、金鞍機械、新代、鞍新盟機器人製造公司、波士頓動力、L3 Harris、宇樹科技、AV、印太戰略智庫、日本國家基本問題研究院、今周刊

The U.S. military’s operational Vision 60 robot dog has been licensed for overseas distribution by 鞍全盟無人系統公司, a company jointly established by major traditional manufacturers including I-Mei. The product was unveiled at a forum on Oct. 11, showcasing a gun turret developed with NCSIST. Industry representatives stressed the importance of mass production in reducing costs.

Facts:
- 鞍全盟無人系統公司 is a joint venture established in May 2025 by 義美集團, 盟立, 金鞍機械 and 新代.
- The Vision 60 platform developed by U.S. company Ghost Robotics has been adopted by the U.S. Marine Corps, Army and Air Force, with more than 1,000 units delivered worldwide.
- 鞍全盟無人系統公司 Deputy General Manager Wu Rongcan said the robot dog’s arm can exert a gripping force of 11.3 kilograms and pick up and move objects weighing 3.75 kilograms.
- The three-light gun turret developed in cooperation with the National Chung-Shan Institute of Science and Technology can fire live riot-control rounds and withstand acceleration of 10g through its shock-absorption capability.
- 今周刊顧問林宏文指出，類似硬體在中國由宇樹科技等公司生產，售價只需20~30萬台幣。

## Farmers’ pension “raised to NT$15,000 a month”? Will the current NT$8,110 see a major increase? Latest legislative progress revealed

- Published: 2026-10-12T11:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171507
- Article page: https://ainews.idaeo.ai/a/4307718-en.html
- anchor: #n3327480

The Ministry of Agriculture plans to raise the farmers’ pension to NT$10,000 a month, prompting debate over budget trade-offs. The Legislative Yuan’s Budget Center warned that the spending accounts for more than four-tenths of the ministry’s total budget and could affect funding for other agricultural policies. Opposition parties have proposed raising it to NT$15,000, while scholars say the reasons for the increase should be detailed to balance fiscal and policy considerations.

Facts:
- The Executive Yuan approved raising the farmers’ pension payment to NT$10,000 per month.
- The budget for the farmers’ pension for fiscal year 116 is NT$53.866 billion.
- The farmers’ pension is being raised by NT$1,890, an increase of about 23.30%.
- The fiscal year 116 farmers’ pension budget accounts for 40.05% of the Ministry of Agriculture’s agency budget.
- Opposition parties have proposed raising the farmers’ pension to NT$15,000 per month.
- The Ministry of Agriculture has raised the childbirth benefit to NT$100,000.
- The government’s contribution rate for farmers’ retirement savings has risen to six-tenths.

## 和碩 September revenue tops NT$200 billion! Shares hit limit-up against the market in morning trading; expert cites 1 positive factor and says “don’t get off”: stock could test this price

- Published: 2026-10-12T11:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171517
- Article page: https://ainews.idaeo.ai/a/4307716-en.html
- anchor: #n3327479
- Companies mentioned: 和碩、運達投顧

和碩 reported record September revenue of NT$214.753 billion, driven by shipments of new Apple products and AI servers. Cumulative third-quarter revenue also posted double-digit growth, and the stock hit limit-up against the market. An expert sees it potentially testing its previous high in the short term.

Facts:
- 和碩 September revenue surged 143.2% from August, with year-on-year growth of 86.9%.
- 和碩’s cumulative third-quarter revenue was NT$389.073 billion, up 41.8% quarter-on-quarter and 50.9% year-on-year.
- 和碩 shares bucked the broader trend in early trading on Sept. 12, hitting the 98.6-yuan daily limit.
- 和碩 expects AI servers to account for as much as one-tenth of its revenue this year.

## A vibrant October: Walking together, 徐榛蔚 brings local residents together to create vitality

- Published: 2026-10-12T11:14:43+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171518
- Article page: https://ainews.idaeo.ai/a/4307717-en.html
- anchor: #n3327481

The Hualien County government held a walk at Liyu Lake on the 11th. County Magistrate 徐榛蔚 attended with legislator 傅崐萁 and several local officials, aiming to encourage people to exercise regularly and enjoy nature. The event featured a market, performances and a lucky draw, as well as a fun cosplay challenge with souvenirs on offer, creating a festive atmosphere.

Facts:
- The Hualien County government held a walking event at Liyu Lake on the 11th.
- Hualien County Magistrate 徐榛蔚 and legislator 傅崐萁 were among the guests attending the event.
- Participants who cosplayed as “elementary school students, male or female (including a hat)” and completed the entire walking challenge on the day of the event could receive a mystery souvenir.
- The event featured a wide range of market stalls, performances and a lucky draw.
- County Magistrate 徐榛蔚 said health is an important foundation for a happy life, and expressed hope that the walk would encourage people to develop exercise habits.

## Pre-market update: 台積電 weakens as shipping stocks surge! Funds pour into shipping stocks at the open, while “this group” faces selling pressure

- Published: 2026-10-12T11:11:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11171510
- Article page: https://ainews.idaeo.ai/a/4307713-en.html
- anchor: #n3327482
- Companies mentioned: 台積電、鴻海、聯發科、富邦金、國泰金、長榮、萬海、志信、全友、大山、強新、彰源、大恭、蔚華科

Taiwan stocks opened lower and then rose in early trading, with the weighted index edging down 0.28% to 49174.99 points and turnover reaching NT$331.5 billion. Electronics heavyweights weakened, shipping stocks surged nearly 10%, and financial shares bucked the trend to support the market.

Facts:
- Taiwan’s weighted index opened lower and then rose in early trading, falling 138.45 points to 49174.99 points as of 09:43, with turnover at NT$331.520 billion.
- Electronics heavyweights including 台積電, 鴻海 and 聯發科 generally fell in early trading, facing pressure to correct.
- Shipping stocks performed well in early trading, with 長榮 and 萬海 both nearing gains of 10%.
- Among financial stocks, 富邦金 and 國泰金 rose more than 2% against the trend, supporting the broader market.
- Steel stocks 強新 and 彰源, along with chemical company 大恭, were among the shares that fell nearly 10% in early trading, facing selling pressure.

## The Senior Citizen Card is good for more than bus rides! Most people don’t know these “5 hidden benefits”: use it at farmers’ association pharmacies and for registration fees—but miss 1 step and your points disappear

- Published: 2026-10-12T11:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171234
- Article page: https://ainews.idaeo.ai/a/4307720-en.html
- anchor: #n3327483

Benefits of Taiwan’s Senior Citizen Card are expanding. Starting in October 2026, Hsinchu City, Hsinchu County, Kaohsiung City, Taichung City and Changhua County will introduce additional benefits, including more monthly points, access to designated taxis, discounts on medical registration fees, purchases at farmers’ association pharmacies and use of sports facilities.

Facts:
- 張淑卿, secretary-general of the Republic of China Elderly Welfare Alliance, said the Senior Citizen Card is generally not automatically mailed to seniors when they turn 65; eligible people must still apply according to the rules in their registered place of residence.
- For example, holders of Taipei City’s Senior Citizen Card must renew it once every 6 months; it may not be usable if renewal is overdue.
- Starting Oct. 1, Hsinchu City will increase monthly social welfare points for Senior Citizen Cards and Disability Cards from 800 to 1,200.
- Starting Oct. 1, Kaohsiung City will change its Senior Citizen Card benefit from 600 points issued monthly to 1,800 points issued quarterly.
- Starting Oct. 1, Hsinchu County will increase the monthly subsidy for Senior Citizen and Disability Cards from 500 to 1,000 points and extend it to long-term care transport vehicles.

## Singapore Airlines and Emirates lose out! Winner of the 2026 global best-airline poll revealed, with “this 1 Taiwanese airline” the only one to make the list

- Published: 2026-10-12T11:07:29+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11171513
- Article page: https://ainews.idaeo.ai/a/4307722-en.html
- anchor: #n3327484
- Companies mentioned: Condé Nast Traveler、卡達航空、Qatar Airways、長榮航空、EVA Air、中華航空、華航、星宇、Travel + Leisure、Skytrax、Singapore Airlines、新加坡航空、Korean Air、大韓航空、Emirates、阿聯酋航空、Cathay Pacific、國泰航空、Turkish Airlines、土耳其航空、JAL、Japan Airlines、日本航空、ANA、All Nippon Airways、全日本空輸、Air New Zealand、紐西蘭航空、La Compagnie、Qantas、澳洲航空、Air France、法國航空、KLM、荷蘭皇家航空、Virgin Atlantic、維珍大西洋航空

美國《Condé Nast Traveler》公布2026最佳國際航空票選，卡達航空奪冠。台灣長榮航空排名第11，為唯一入榜台灣業者，華航與星宇未入前15。

Facts:
- U.S. travel magazine Condé Nast Traveler announced its 2026 readers’ poll ranking of the “Best International Airlines” on the 6th, based on nearly 800,000 votes.
- 卡達航空 (Qatar Airways) took the title of best international airline for 2026.
- Taiwan’s 長榮航空 (EVA Air) ranked 11th in the poll, the only Taiwanese airline to make the top 15.
- 長榮航空 and 中華航空 are Taiwan’s two major airlines; their high scores were driven by impeccable service quality.
- 新加坡航空 ranked 2nd in the poll, after previously taking the top spot 36 times; it also ranked 1st in 2025.

## Focus stock: 國喬 posts record September revenue; foreign investors buy for 3 straight sessions, helping shares open higher and hit the daily limit

- Published: 2026-10-12T13:59:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627960
- Article page: https://ainews.idaeo.ai/a/4308322-en.html
- anchor: #n3328039
- Companies mentioned: 國喬、AWI、宏廣新技

國喬 posted record September revenue of NT$4.155 billion, and its shares hit the daily limit after foreign investors bought the stock for 3 straight sessions. The company is developing semiconductor materials and a green-energy hydrogen production line to improve operating efficiency.

Facts:
- 國喬 reported September revenue of NT$4.155 billion, a record monthly high.
- 國喬’s September revenue rose 74.5% month on month and 96.81% year on year.
- 國喬’s revenue for the first 9 months totaled NT$20.824 billion, up 30.29% year on year.
- 國喬 joined Japanese company AWI in investing in 宏廣新技 to expand in the semiconductor materials market.
- 國喬 plans to begin full-scale trial production at its newly built hydrogen production line in the first half of 2028.

## Focus stock: 和碩’s AI server business reaps its autumn harvest, with shares surging on heavy volume to the daily limit

- Published: 2026-10-12T13:51:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627972
- Article page: https://ainews.idaeo.ai/a/4308319-en.html
- anchor: #n3328040
- Companies mentioned: 和碩、輝達、仁寶

和碩(4938-TW)因AI伺服器業務承接輝達GB300專案首批出貨，加上手機業務貢獻，9月營收創歷史新高。市場看好其AI伺服器業績將達10倍成長且佔比達1成，激勵股價爆量衝上漲停。

Facts:
- 和碩 has completed the first shipment under its cloud computing business group’s “T1 project” for 輝達 GB300.
- 和碩 aims to maintain 10 times growth in server business this year.
- 和碩 shares hit the daily limit today at 98.6 yuan.
- 和碩9月營收為2,147.53億元，年增逾8成。
- 和碩 expects AI servers could account for one-tenth of its revenue this year.
- 仁寶今天股價漲逾2%，收復5日線及半年線。

## 美光 earns more than 蘋果 in a single quarter! Memory shortage gives chip suppliers pricing power

- Published: 2026-10-12T13:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627783
- Article page: https://ainews.idaeo.ai/a/4308320-en.html
- anchor: #n3328041
- Companies mentioned: 美光、蘋果、Ritholtz Wealth Management、Egerton Capital、輝達

A memory shortage is reshaping profit across the technology industry. 美光 reported net income of US$37.7 billion in its fourth fiscal quarter, surpassing 蘋果’s US$29.8 billion. 美光’s CEO said the company cannot meet customer demand and has pricing power, while 蘋果’s gross margin continues to fall, with higher memory prices a major drag.

Facts:
- 美光 reported net income of US$37.7 billion in its fourth fiscal quarter, which ended Sept. 30.
- 蘋果 reported net income of US$29.8 billion over the same period, while 美光 earned about US$8 billion more for the quarter.
- 美光’s net income surged 42 times in 2 years to about US$38 billion.
- 美光’s adjusted earnings per share rose from US$1.30 in fiscal 2024 to US$75.52 in fiscal 2026.
- 35 analysts forecast that 美光’s earnings per share will reach US$176.15 in fiscal 2027.
- 蘋果’s gross margin fell from 49.3% in the quarter ended March to 48.1% in the quarter ended June; it is forecast to be about 46.5% in the quarter ended September.
- 美光 has a projected price-to-earnings ratio of 5.9 times, below its 10.5-times average over the past 3 years.
- A total of 1,994 members of the 美光 union at its Taoyuan, Taiwan, plant—99% of those who voted—authorized a strike.

## 亞馬遜 reportedly ready to spend US$7 billion to acquire AI startup Decart! Seeks to advance AI chip switching technology and strengthen computing power

- Published: 2026-10-12T13:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627726
- Article page: https://ainews.idaeo.ai/a/4308321-en.html
- anchor: #n3328042
- Companies mentioned: 亞馬遜、Decart、華爾街日報、PitchBook、紅杉資本、Benchmark、Radical Ventures、輝達、AWS、美高梅電影公司、Globalstar、SpaceX、星鏈、Calcalist

亞馬遜 is planning to acquire AI startup Decart for US$7 billion to strengthen its AI chip switching technology and computing power. Decart’s technology can make it easier to develop across different chips, and the company has raised more than US$400 million from investors including 紅杉資本, valuing it at nearly US$4 billion.

Facts:
- 亞馬遜 is in talks to acquire AI startup Decart in a deal that could be valued at about US$7 billion.
- Decart’s technology can make it easier for developers to switch between different AI chips.
- Decart has raised more than US$400 million from venture capital investors.
- Decart今年5月的估值接近40億美元。
- Decart was founded in 2023 by three Israeli engineers.
- 亞馬遜’s AWS has given Decart early access to its Trainium3 chip.

## Data spanning 50 years in the U.S. sounds alarm: AI may continue to squeeze labor income as productivity and labor share diverge

- Published: 2026-10-12T13:00:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624785
- Article page: https://ainews.idaeo.ai/a/4307973-en.html
- anchor: #n3327585
- Companies mentioned: 瑞銀、高盛

Reports by 瑞銀 and 高盛 say the U.S. labor share has declined significantly since 1973. Although statistical biases account for some of the change, the actual decline is 4.5 percentage points, mainly due to automation and an imbalance in bargaining power. If AI replaces workers faster than new jobs are created, labor’s share of income could continue to deteriorate.

Facts:
- Hourly real output at U.S. companies has doubled since 1973, but workers’ real hourly wages have not kept pace.
- Labor’s share of output at U.S. companies fell from about 63% in 1973 to about 55% in 2025.
- 高盛 estimates that after excluding statistical distortions, the true decline in labor’s share was close to 4.5 percentage points.
- The 1986 U.S. tax reform encouraged companies to adopt pass-through organizational structures, depressing labor’s share in the statistics.
- Real wage income in the United States rose 0.8% year over year in the second quarter of 2026, below the 2.5% increase in real consumer spending.

## OpenAI revenue disaster!? Wrong! Buy the dip and get positioned in potential stocks for “2027”!

- Published: 2026-10-12T12:51:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627971
- Article page: https://ainews.idaeo.ai/a/4307974-en.html
- anchor: #n3327586
- Companies mentioned: OpenAI、微軟、亞馬遜、Alphabet、輝達、台積電、世界、聯電、國巨、華星科、環球晶、合晶、欣興、景碩、臻鼎-KY、華通、德宏、台燿、聯茂、摩爾投顧

Analyst Yeh Chun-min of 摩爾投顧 said OpenAI reported last week that its annualized net revenue as of the end of September was about $50 billion, below the market forecast of $70 billion. But including sales revenue from partners, the total came close to $70 billion, reflecting a difference in how the figures are calculated. Its partners 微軟 and 亞馬遜 still saw their share prices hit record highs.

Facts:
- OpenAI reported last week that its annualized net revenue as of the end of September was about $50 billion.
- OpenAI’s annualized net revenue was below the expected $70 billion, but the total including sales revenue from partners came close to $70 billion.
- 微軟 (MSFT-US) rose 2.38% last Friday, reaching a record high.
- After 微軟’s exclusive sales rights expired, OpenAI launched a major partnership with 亞馬遜. 亞馬遜 (AMZN-US) rose 3.29% last Friday.
- Five major AI-related industries—hyperscale cloud providers, semiconductors, hardware, power/energy and software—now account for as much as 53.2% of the S&P 500’s weighting.
- Hardware and infrastructure, including semiconductors and power/energy, have grown 22%-44% this year.
- 微軟’s forward price-to-earnings ratio was about 25 times last Friday, below its five-year average of around 30 times.
- 輝達’s expected price-to-earnings ratio is about 17 times, below its five-year average of around 35 times.

## How did 川湖 and 台光電 rise to prominence? QIC reveals 500 AI stars of tomorrow, forecasts market caps to grow 5 times by 2030

- Published: 2026-10-12T12:50:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627968
- Article page: https://ainews.idaeo.ai/a/4307980-en.html
- anchor: #n3327587
- Companies mentioned: 寬量國際、QIC、川湖、穎崴、台光電、Microsoft、Amazon、Google、Meta、Oracle、SpaceX、Tesla、NVIDIA、Apple、Startup Island TAIWAN

寬量國際 (QIC) released a report forecasting that Taiwan’s “QIC AI 500” will reach a market capitalization of $2.7 trillion by 2030, benefiting from capital spending by M9 giants and supply-chain localization.

Facts:
- 寬量國際 sees the market capitalization of “QIC AI 500,” a group of 500 Taiwanese small and medium-sized AI companies, growing 5 times to $2.7 trillion by 2030.
- M9 companies and independent AI infrastructure providers are expected to invest as much as $6.5 trillion in AI capital spending from 2026 to 2030, with a compound annual growth rate (CAGR) of as much as 35%.
- Taiwan’s T50 companies held a total of 6.8 trillion yuan in cash in the first half of 2026, while their net cash position hit a record 1.6 trillion yuan.
- 20 small-cap stocks, including 川湖, 穎崴 and 台光電, became T50 companies with market capitalizations exceeding $10 billion and places in the global AI supply chain in less than 4 years.
- “QIC AI 500” comprises 69 mid-cap companies, 227 small-cap companies and 204 micro-cap companies, for a total of 500 companies.

## 50,000 points marks a new starting point for the market: KGI says Taiwan stocks’ earnings are set to continue their upward revision cycle

- Published: 2026-10-12T12:38:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627935
- Article page: https://ainews.idaeo.ai/a/4307982-en.html
- anchor: #n3327588
- Companies mentioned: 凱基投顧、輝達、Google

凱基投顧’s latest research report says that, as new AI chips ramp up and demand broadens, Taiwan stocks may now be at the starting point of their next market upswing. It forecasts earnings growth of 53% this year, with further upward revisions possible in the coming quarters.

Facts:
- 凱基投顧 forecasts 53% earnings growth for Taiwanese companies this year.
- Taiwanese companies’ earnings are still expected to grow 24% in 2027 and 23% in 2028, despite a high base.
- Taiwan-listed ETFs have seen average monthly net inflows of about 130 billion yuan so far this year.
- Investment trusts have purchased a net 780 billion yuan worth of Taiwan stocks in the first 9 months.
- A new generation of AI chips, including 輝達’s Vera Rubin platform and Google TPU, is ramping up shipments.

## RFID leaders 韋僑 and 永道-KY post record Q3 revenue; outlook remains strong this quarter

- Published: 2026-10-12T12:36:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627936
- Article page: https://ainews.idaeo.ai/a/4307975-en.html
- anchor: #n3327589
- Companies mentioned: 韋僑、永道-KY、希華

韋僑 and 永道-KY both posted record quarterly revenue in the third quarter of 2026, reaching NT$510 million and NT$1.604 billion, respectively. 韋僑 benefited from moving into a new factory and a recovery in medical demand, while 永道-KY was driven by the year-end peak season. Both companies expect strong business to continue in the fourth quarter and are actively expanding overseas and integrating AIoT technology.

Facts:
- 韋僑 reported revenue of NT$510 million in the third quarter of 2026, up 25.85% year over year.
- 永道-KY reported revenue of NT$1.604 billion in the third quarter of 2026, a record for a single quarter.
- 韋僑 expects average monthly revenue to exceed NT$170 million in the second half of 2026.
- 韋僑 expects to begin mass production of RFID solutions in Japan in 2028.
- 永道-KY has expanded the rollout of its Bluetooth RFID products from 500 to 4,600 stores.
- 韋僑’s revenue totaled NT$1.444 billion in the first 3 quarters of 2026, up 22.08% year over year.
- 永道-KY reported revenue of NT$597 million in September 2026, up 35.6% month over month and 90.7% year over year.

## AI debt boom cools: global issuance halves in September as investors reassess risks

- Published: 2026-10-12T12:36:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627779
- Article page: https://ainews.idaeo.ai/a/4307977-en.html
- anchor: #n3327590
- Companies mentioned: 摩根士丹利、博通、Anthropic、SpaceX、輝達、甲骨文、Monarch Alternative Capital、波盧斯資本

摩根士丹利 data show that global AI-related debt issuance fell to $23 billion in September, less than half the August level and sharply down from a June peak of $113 billion. Investors are reassessing returns on AI projects and data center risks. AI-related debt issuance has totaled about $466 billion so far in 2026.

Facts:
- Global AI-related debt issuance fell to $23 billion in September, less than half the August level.
- Global AI-related debt issuance hit a record $113 billion in June.
- Large U.S. technology companies issued about $306 billion in the U.S. investment-grade bond market from January to August.
- Companies have issued about $466 billion in AI-related debt so far in 2026.
- AI-related debt issuance was about $101 billion in the same period last year.
- Wall Street banks are arranging $60 billion in financing for 博通 and Anthropic.
- SpaceX is in talks to raise $40 billion to purchase 輝達 chips.
- 甲骨文 has issued a force majeure notice for its “Project Jupiter” in New Mexico, intensifying pressure on its associated $18 billion loan.

## Was Trump’s easing of Russian fuel sanctions illegal? 7 bipartisan senators demand withdrawal of diesel deal

- Published: 2026-10-12T12:22:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627678
- Article page: https://ainews.idaeo.ai/a/4307976-en.html
- anchor: #n3327591

U.S. President Trump’s diesel supply deal with Russia has sparked strong bipartisan opposition among senators. 7 senators jointly demanded that the decision be reversed, saying it was illegal and effectively provided war funding to Putin. Treasury Secretary Bessent defended the move, saying it would be pursued under the law to lower prices, while Canadian Prime Minister Carney criticized the deal as running counter to Europe’s peace goals.

Facts:
- 7 bipartisan senators jointly called on the Trump administration to immediately withdraw its diesel supply deal with Russia.
- The senators said Congress explicitly banned imports of Russian energy in 2022 to prevent the funds from becoming a financial lifeline for Putin’s war against Ukraine.
- Treasury Secretary Bessent defended the deal, saying the administration would pursue it within its existing legal authority and that it served the interests of the American people.
- In a call with Ukrainian President Zelenskyy, Canadian Prime Minister Carney said the deal ran counter to efforts to secure peace and stability in Europe.
- Trump signed the “Lindsey Graham Sanctioning Russia and Iran Act of 2026” in honor of the late Republican senator Graham.
- Outgoing Republican Senator Tillis believes the diesel deal may be illegal and could even endanger the lives of Americans.
- Former Vice President Pence described the lifting of Russian oil sanctions as a betrayal of Graham’s political legacy and called for the decision to be reversed.

## If all a family brings to the table is money, that is the most replaceable contribution.

- Published: 2026-10-12T12:15:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627949
- Article page: https://ainews.idaeo.ai/a/4307978-en.html
- anchor: #n3327592
- Companies mentioned: 中國信託、政治大學、香港中文大學、新加坡管理大學、台達電子、台灣影響力投資協會、SIC 永續影響力投資合夥人、倍恩資本

謝文淵 examines the distinctive role of family capital in impact investing, arguing that family businesses should contribute specialized assets that the market cannot easily replace to increase investment additionality. Citing reports by 中信 and 政大, he notes the high proportion of family businesses in Taiwan and says family impact investing can balance returns with governance.

Facts:
- Global impact-investing assets total about $1.57 trillion and are managed by nearly four thousand organizations, with a compound annual growth rate of about 21% over the past five years.
- 台灣上市公司中超過七成屬於家族企業，非上市企業更超過九成。
- Of global impact-investing assets, 89% target market-rate returns adjusted for risk, while only 11% accept lower returns.
- The share of family offices with a formal “wealth purpose” framework rose from 33% to 48% in one year.
- Recommend that families allocate 1% to 3% of total assets to a small impact-investment portfolio managed by the next generation, with mentorship and measurement processes in place.

## Taiwan stocks retreat, putting the 49K level under pressure! Institutions bullish on Q4 outlook, spotlight key supply chains including semiconductors and thermal management

- Published: 2026-10-12T12:02:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627898
- Article page: https://ainews.idaeo.ai/a/4307983-en.html
- anchor: #n3327593
- Companies mentioned: 大都會投信、柏瑞巨人基金、台積電 (2330-TW)、美國聯準會

Taiwan stocks fell in a catch-up decline amid volatility in U.S. equities, losing the 49K level, but institutions remain bullish on the Q4 outlook. Buoyed by AI demand and record export orders, Taiwan's semiconductor and thermal-management supply chains have momentum, with strong performance expected in the fourth quarter.

Facts:
- Taiwan stocks opened at 49272.08 points today (12), briefly falling below the key 49K level.
- Taiwan's export orders reached US$102.96 billion in August, surpassing US$100 billion for the first time, up 71.4 percentage points year over year.
- The Ministry of Economic Affairs forecasts that September orders could reach US$106 billion to US$109.1 billion.
- Capital spending by the 4 major U.S. cloud giants is forecast to rise 80 percentage points year over year this year, reaching US$760 billion.
- As of the end of August this year, AI-related companies accounted for more than 7 tenths of the 柏瑞巨人基金 portfolio.

## 保瑞 builds manufacturing network spanning North America and Taiwan; September revenue hits record NT$2.3 billion, up more than 3 tenths year over year

- Published: 2026-10-12T12:01:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627934
- Article page: https://ainews.idaeo.ai/a/4307981-en.html
- anchor: #n3327594
- Companies mentioned: 保瑞、晨暉、Weider Global Nutrition、威德、Upsher-Smith、美適亞

保瑞's September revenue reached a record NT$2.325 billion, up more than 3 tenths year over year. Despite maintenance work at its Maryland plant, it maintained strong growth momentum by coordinating its international manufacturing network and expanding subsidiary operations.

Facts:
- 保瑞's September revenue reached NT$2.325 billion, setting a new record, up more than 3 tenths year over year.
- 保瑞's September revenue rose 6.43% month over month and 35.13% year over year.
- 保瑞's revenue for the first 3 quarters of this year totaled NT$16.304 billion, up 9.44% year over year.
- 保瑞's third-quarter revenue was NT$6.412 billion, up 8.75% quarter over quarter and 31.1% year over year.
- 保瑞 recently announced the disposal of 美適亞's drug license, with a small portion of the proceeds recognized in September.
- 保瑞's U.S. drug sales subsidiary Upsher-Smith obtained a drug license for Prednisolone Acetate Ophthalmic Suspension USP, 1%.

## Deal talks hit another snag! EU reportedly plans to use tariff quotas to limit Chinese hybrid cars, cutting annual imports from 800,000 to 400,000

- Published: 2026-10-12T12:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627594
- Article page: https://ainews.idaeo.ai/a/4307979-en.html
- anchor: #n3327595
- Companies mentioned: 彭博資訊、路透社、比亞迪、MG

Foreign media reported that the EU is considering cutting imports of Chinese hybrid cars from 800,000 to 400,000 vehicles under a tariff-quota system. The move stems from a surge in Chinese hybrid car sales in Europe that is putting pressure on domestic industry. Although China and the EU have just reached an understanding, the EU still plans to put the measures into effect as early as December.

Facts:
- The EU plans to cut annual imports of hybrid cars from China from an estimated 800,000 vehicles in 2026 to about 400,000.
- The EU is considering using tariff quotas, with imports within the quota subject to lower rates and imports above it facing higher tariffs.
- 截至今年9月的一年期間，歐盟插電混動進口量增86%、進口價跌約20%。
- Following talks in Beijing between China and the EU, China's list of points said the two sides had “reached an understanding” on hybrid-car trade in a manner consistent with WTO rules.
- Šefčovič said China's exports of hybrid and plug-in hybrid cars to Europe over the next 4 years could fall by more than half compared with a “no-deal scenario.”

## Trump's announcement of a Russia-Ukraine “energy ceasefire” just wishful thinking? Putin has not confirmed it, while Zelensky initially said he was “unaware”

- Published: 2026-10-12T11:31:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627883
- Article page: https://ainews.idaeo.ai/a/4307697-en.html
- anchor: #n3327405

Trump unilaterally announced that Russia and Ukraine had agreed to an “energy ceasefire,” but Russia has not confirmed it and continues to attack Ukrainian facilities. Zelensky shifted from saying he was unaware to supporting a ceasefire. The move aims to ease pressure from energy prices ahead of the U.S. midterm elections, but its actual effectiveness remains uncertain, and the Russia-Ukraine conflict continues to significantly affect energy markets.

Facts:
- Trump announced in a social media post on Sunday (11) that the Russia-Ukraine conflict had immediately entered an “energy ceasefire,” claiming that both sides had agreed.
- Zelensky initially said he was surprised by Trump's announcement and had not been informed of the arrangements beforehand, but later came out in support of halting attacks on Russian energy facilities.
- The Russian Kremlin has not confirmed the existence of an agreement, and Putin has so far rejected the energy-ceasefire proposal. On the 11th, Russia continued attacking Ukraine's energy grid.
- Over the past week, Russia carried out 196 attacks on Ukraine's power system and 20 attacks on oil and gas infrastructure, killing 153 people.
- Trump partly blamed soaring energy prices on Russia and Ukraine attacking each other's energy facilities, and announced that the U.S. and Russian leaders had reached an agreement on Russia supplying diesel to the United States and global markets.
- Janis Kluge, head of Eastern Europe research at the German Institute for International and Security Affairs, said Russia had made no substantive concessions in the diesel export deal.
- Shelby Magid, deputy director of the Atlantic Council, said Ukraine had gradually developed the ability to adapt to shifts in U.S. policy, particularly by deepening cooperation with European countries.

## Should investors sell 台積電 and 聯發科? A look at 4 golden AI industries and 12 potential stocks!

- Published: 2026-10-12T11:16:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627913
- Article page: https://ainews.idaeo.ai/a/4307700-en.html
- anchor: #n3327406
- Companies mentioned: 台積電、聯發科、亞馬遜、金像電、摩爾投顧、聯亞、華星光、上詮、尖點、南電、國巨、華新科、金山電、奇鋐、雙鴻、健策

摩爾投顧 analyst Jiang Guozhong offered investment advice amid a pullback in Taiwan stocks, recommending 12 potential stocks in 4 golden AI industries: optical communications, PCBs, passive components and thermal management. He emphasized that stock selection should be based on earnings growth.

Facts:
- 亞馬遜 subscribed to a private placement by 金像電 worth about NT$1.589 billion and approved an investment plan of NT$7.9 billion.
- 國巨's September revenue was NT$17.068 billion, up 46.1% year over year.
- 奇鋐's revenue for the first 9 months rose 71.17% year over year.
- 雙鴻's third-quarter revenue was NT$9.79 billion, up 64% year over year and setting a record for the 7th consecutive quarter.
- 聯亞 is actively expanding its epitaxial wafer capacity, with 2027 capacity planned to be more than 1.5 times that of 2026.
- 華新科 is developing products such as capacitors and resistors, and its AI-related demand can be monitored.
- 金山電's main products are aluminum electrolytic capacitors.

## 〈Fitness industry boom〉柏文's September revenue hits second-highest monthly level; company optimistic that profit growth could be even greater

- Published: 2026-10-12T11:12:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627871
- Article page: https://ainews.idaeo.ai/a/4307699-en.html
- anchor: #n3327407
- Companies mentioned: 柏文、健身工廠

健身工廠 (柏文) posted its second-highest monthly revenue on record in September. Buoyed by the fitness trend and HYROX events, the company expects profit growth to outpace revenue growth and is accelerating expansion toward 100 locations.

Facts:
- 柏文's consolidated revenue in September was NT$624 million, up 16.17% year over year.
- 柏文's “fitness and entertainment services revenue” hit a monthly record in September.
- 柏文's consolidated revenue for the first 3 quarters rose 19.09% year over year.
- Ministry of Finance statistics show that nationwide fitness-center sales for the first 7 months rose 12.58% year over year.
- 柏文 currently has more than 90 locations across Taiwan.
- 柏文 expects to reach the milestone of 100 locations next year.

## 長鑫科技 makes new breakthrough! 4F² architecture DDR5 server memory to launch at year-end

- Published: 2026-10-12T11:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627518
- Article page: https://ainews.idaeo.ai/a/4307701-en.html
- anchor: #n3327408
- Companies mentioned: 長鑫科技、長鑫存儲、Counterpoint

長鑫存儲 announced that it will launch 4F² architecture DDR5 RDIMMs at year-end, using VSG transistors to increase density. It has secured more than 300 related patents and aims to overcome bottlenecks in the server-memory market.

Facts:
- 長鑫科技 plans to launch its next-generation DDR5 RDIMM products featuring a 4F² architecture at year-end.
- The 4F² architecture uses a vertical surrounding gate (VSG) transistor structure.
- 長鑫存儲 has more than 300 published patent families related to 4F² architecture technologies.
- 長鑫科技's LPDDR6 has entered mass production.
- 長鑫科技's 5th-generation DRAM technology platform (G5) has entered mass production.
- According to Counterpoint data, 長鑫科技 had a 7% share of the DRAM market in the second quarter of 2026.

## 〈Stocks in focus〉Peak shipping season delayed into the traditional off-season; 3 container-shipping giants surge

- Published: 2026-10-12T11:06:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627885
- Article page: https://ainews.idaeo.ai/a/4307702-en.html
- anchor: #n3327409
- Companies mentioned: 長榮、萬海、陽明

Container-shipping companies 萬海, 長榮 and 陽明 saw their share prices surge in tandem amid a delayed peak-season effect and a recovery in demand. 萬海 said Southeast Asian freight rates had risen for 5 consecutive weeks, while 長榮 highlighted AI-driven cargo demand and spot rates above contract rates, fueling an optimistic market outlook.

Facts:
- 長榮 and 萬海 both hit the daily limit during intraday trading, while 陽明 surged more than 7%.
- The Southeast Asia Containerized Freight Index (SEAFI) is strong and has risen for 5 consecutive weeks.
- The U.S.-China trade truce has been extended through January 10, 2027.
- 長榮 said internal booking data pointed to a very optimistic outlook for capacity utilization through November.
- Spot rates this year are significantly higher than the long-term contract rates negotiated in the fourth quarter of last year.

## 〈Stocks in focus〉敬鵬 wins new industrial-control electronics board orders, boosts revenue; shares surge 9% against the market

- Published: 2026-10-12T11:05:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6627859
- Article page: https://ainews.idaeo.ai/a/4307698-en.html
- anchor: #n3327410
- Companies mentioned: 敬鵬

敬鵬 benefited from expanded capacity in Thailand and new industrial-control orders. September revenue hit an 102-month high of NT$1.871 billion, and its share price surged. Institutions expect operations to recover in 2026, with strong growth momentum in 2027.

Facts:
- 敬鵬's September 2026 revenue reached NT$1.871 billion, a 102-month high.
- 敬鵬 shares surged 9.29% after revenue topped expectations.
- Automotive circuit boards accounted for 77% of 敬鵬's shipments in the first half of 2026.
- 敬鵬's new production building in Thailand is expected to bring new capacity online in 2027.
- 敬鵬 expects orders and revenue for industrial electronic control boards to rise from the second half of the year.

## Landslide triggers flooding in Nepal; 5 people missing and about 40 homes swept away

- Published: 2026-10-12T09:24:00+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830903
- Article page: https://ainews.idaeo.ai/a/4308065-en.html
- anchor: #n3327709

A landslide triggered flooding in Nepal's Gorkha District, destroying homes and leaving people missing. The southeastern United States was hit by a hurricane, while Mexico was also battered by heavy rain. As concerns over climate change continue to grow, large-scale protests erupted in Brussels, Belgium, demanding that the government scrap fossil fuel subsidies and deliver climate justice.

Facts:
- At least 35 to 40 homes were swept away
- 4 bridges collapsed
- The military later rescued 49 people
- 4 to 5 people remain missing
- Nepal had only just suffered a devastating disaster in late August
- At least 1,400 people were killed at the time
- More than 5000 people are missing
- About 7,500 homes were damaged or completely destroyed
- Struck by Category 4 Hurricane Isaias
- 4 people were killed in Florida and Alabama combined
- At its peak, nearly 1 million households lost power
- Hurricane Simon, also reaching Category 4 strength
- The rare phenomenon of 3 storms coexisting
- Ahead of the United Nations climate summit to be held in Turkey in November
- About 50,000 people mobilized by the Climate Alliance
- Gathered in Brussels, Belgium, on the 11th
- Still allocates as much as billions of euros each year

## Lin Yun-ju fights through 7 games but narrowly loses to Matsushima Sora, takes runner-up spot in WTT China Grand Smash men's singles

- Published: 2026-10-12T08:33:39+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830890
- Article page: https://ainews.idaeo.ai/a/4308066-en.html
- anchor: #n3327711
- Companies mentioned: WTT

In the WTT China Grand Smash men's singles final, Lin Yun-ju battled Japan's Matsushima Sora for seven games. After trailing 2-5, he rallied to take a 3-2 lead, but lost the deciding game 9-11 to finish as runner-up.

Facts:
- 19-year-old Japanese table tennis star
- Lost the opening game 7-11
- Fell behind 0-2 in games
- Won 3 games in a row
- Won 11-5
- Won one back, 11-7
- Then won 11-8
- Leveled the games at 2-2
- Lin Yun-ju also won that game 11-5
- Took a 3-2 lead in games, one game away from victory
- At one point trailed heavily, 0-6
- Lost 9-11
- In February this year (2026)

## Migrant boat from Djibouti to Yemen capsizes and sinks; 139 dead and 84 missing

- Published: 2026-10-12T08:33:00+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830898
- Article page: https://ainews.idaeo.ai/a/4308064-en.html
- anchor: #n3327710
- Companies mentioned: 國際移民組織、聯合國國際移民組織

一艘載有305名移民的船隻在吉布地奧博克外海翻覆，造成139人死亡、84人失蹤，僅約80人獲救。國際移民組織與當地政府合作進行搜救，多數死者為衣索比亞籍，移民試圖經曼德海峽前往葉門以尋求經濟機會。

Facts:
- The boat was carrying 305 people
- Only about 80 people have been rescued so far

## Announce joint Taipei mayoral candidate debate; 2 TV stations invite aides to Shen and Chiang campaigns for talks today

- Published: 2026-10-12T08:33:00+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/830908
- Article page: https://ainews.idaeo.ai/a/4308067-en.html
- anchor: #n3327708
- Companies mentioned: 三立電視、TVBS

三立電視與TVBS宣布合辦台北市長候選人辯論會，並於週一邀請沈伯洋與蔣萬安幕僚協商；沈伯洋啟動「台北大洋流」車掃活動提出五大政見，蔣萬安則爭取僑胞支持並呼籲對手參與TVBS辯論協商。

Facts:
- A procession stretching for more than 2,000 scooters
- It takes about 15 minutes to travel
- More than 60,000 people watched online at the same time
- Including 5 major policy proposals, such as creating a "night market mayor" discussion mechanism, repairing old homes and providing companionship for seniors
- Hope all 4 invitations from electronic media outlets to hold a debate will be accepted

## 國衛院 identifies 4 hub genes for schizophrenia! New drug targets offer hope for patients with early-onset disease - Global Bio & Tech Monthly

- Published: 2026-10-12T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90647&range=news
- Article page: https://ainews.idaeo.ai/a/4308256-en.html
- anchor: #n3327908
- Companies mentioned: 國家衛生研究院、國衛院

A 國衛院 research team combined Taiwanese family cohort data on schizophrenia with an international brain tissue transcriptome database and identified 4 potential hub genes strongly associated with early-onset schizophrenia. The findings were published in the journal Molecular Psychiatry in July 2026.

Facts:
- 4 potential hub genes.
- About 8% of patients.
- Before age 18.
- July 2026.
- Including 58

## Having trouble losing weight after age 35?! Chinese medicine practitioner: Don't blame willpower; first identify your body type - Heho Health

- Published: 2026-10-12T12:32:18+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388091
- anchor: #n3327964

A Chinese medicine practitioner says the body hits the "slow-motion button" after age 35, making weight loss more difficult. Rather than blaming willpower, people should first assess their body type.

Facts:
- Age 35