# AI News 180m Report｜2026-10-12 15:00–18:00 JST｜Page 12 of 12 One place for news and notices from 2 countries/regions: Taiwan, 1077 items from 9 sources; Japan, 31 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link. ## Musk backs Trump’s claim that “Ukraine should get a new president,” saying Zelensky has gone too far. - Published: 2026-10-12T14:30:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6628009 - Article page: https://ainews.idaeo.ai/a/4308515-en.html - anchor: #n3328191 - Companies mentioned: SpaceX公司 Elon Musk publicly backed Trump’s criticism that Zelensky had “gone too far,” drawing a fierce rebuke from Ukraine’s foreign minister, who stressed that the legitimacy of the government comes from voters. Earlier, the Trump administration reached a diesel deal with Russia and demanded that Ukraine unilaterally stop attacks on refineries, further straining relations. Facts: - Musk publicly backed Trump’s call on social media platform X for Ukraine to replace its leadership, criticizing Zelensky for going too far. - Trump accused Ukraine of continuing drone attacks on Russian refineries, causing global diesel supply shortages and soaring prices. - The Trump administration reached a commercial diesel deal with Russian President Putin, granting a temporary sanctions waiver. - Ukraine’s Foreign Minister Andrii Sybiha stressed that the legitimacy of the wartime government is determined solely by Ukrainian voters. - Ukrainian officials said they would not stop striking Russian oil facilities unless a bilateral energy ceasefire is reached. ## 勤誠 revenue for the first 3 quarters tops last year’s full-year total at NT$23.3 billion; new Malaysia plant to ramp up mass production this quarter. - Published: 2026-10-12T14:28:43+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6628003 - Article page: https://ainews.idaeo.ai/a/4308514-en.html - anchor: #n3328192 - Companies mentioned: 勤誠、輝達 Server chassis maker 勤誠 (8210-TW) posted September revenue of NT$2.476 billion and cumulative revenue of NT$23.323 billion for the first 3 quarters, up 46.27% year over year and already above last year’s full-year total. Driven by AI demand, it is participating across the 輝達 Vera Rubin-generation projects and has started up capacity at its new Kunshan and Malaysia plants. Facts: - 勤誠 posted September revenue of NT$2.476 billion, up 0.76% month over month and 13.75% year over year. - 勤誠 posted third-quarter revenue of NT$7.395 billion, down 5.45% quarter over quarter and up 30.56% year over year. - 勤誠 is participating across multiple 輝達 Vera Rubin-generation projects, including GPU, COU and Storage. - 勤誠 has successfully expanded its product line into high-end AI servers and rack-level solutions. - Production has successfully begun on the rack production line in Kunshan, China. - The new Malaysia plant is expected to enter the mass-production ramp-up phase this quarter. - CEO Chen Ya-nan declared that the goal for the fourth quarter is to “Finish Strong” and prepare for the next phase, “Built to Scale.” ## Palladium is down 30% this year, but the risk is “being overlooked”; key plant lies within drone strike range. - Published: 2026-10-12T14:26:37+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6627781 - Article page: https://ainews.idaeo.ai/a/4308517-en.html - anchor: #n3328193 - Companies mentioned: 諾鎳、Nornickel、科拉礦冶公司、Kola MMC、俄羅斯天然氣工業公司、Gazprom、Novatek、AK&M、芬蘭廣播公司、Yle、彭博、路透、高盛 諾鎳 has concentrated palladium processing at its Monchegorsk plant, which is threatened by drones, increasing risks to global palladium supply. Although the market is focused on oversupply, tight inventories and reliance on a single site mean a short-term shutdown could quickly offset the surplus, leaving potential risks insufficiently reflected in the market. Facts: - Palladium prices are down about 30% year to date. - 諾鎳 accounts for 40% of global primary palladium mine supply. - 諾鎳 has concentrated palladium processing at 科拉礦冶公司’s Monchegorsk site. - Monchegorsk is about 1,750 kilometers from Ukraine’s northern border. - 諾鎳’s 2026 palladium production guidance is 2.415 million to 2.465 million ounces. - 諾鎳’s palladium production fell 14% year over year to 1.199 million ounces in the first half. - 諾鎳 spent about 500 million rubles on capacity integration. ## Real estate: Comparing apartment and high-rise rents at the same MRT station; broker says there is virtually no rent gap at Far Eastern Hospital Station. - Published: 2026-10-12T14:12:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6627985 - Article page: https://ainews.idaeo.ai/a/4308511-en.html - anchor: #n3328194 - Companies mentioned: 永慶房產集團、永慶房屋 永慶房產集團發布雙北捷運宅租金報告，指出秀朗橋、景平站公寓與大樓價差逾3成，亞東醫院站僅0.2%。分析認為屋齡、開發進度及生活圈發展是造成租金差異的主因。 Facts: - Statistics from 永慶房產集團 show that Xiulang Bridge and Jingping stations have the widest rent gaps between apartments and elevator-equipped high-rises, at 35.5% and 31.9%, respectively. - At Far Eastern Hospital Station, the monthly rent per ping for apartments and elevator-equipped high-rises differs by just 0.2%, virtually no gap. - For a 20-ping home, monthly rent for a high-rise at Xiulang Bridge or Jingping station is more than NT$6,000 higher than for an apartment. - The rent gap between apartments and elevator-equipped high-rises at Liuzhangli Station is 28.9%, the third largest. - Rent gaps at Nanjing Sanmin and Tamsui stations are 1.8% and 2.5%, respectively, among the smallest. ## 圓祥 treasury share buyback reaches 91.4% execution rate; 4 bispecific drugs advance in clinical development - 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=90650&range=news - Article page: https://ainews.idaeo.ai/a/4308647-en.html - anchor: #n3328353 - Companies mentioned: 圓祥生技、阿斯特捷利康、Summit Therapeutics 圓祥生技 announced that it has executed 91.4% of its treasury share buyback plan, at an average price of about NT$128.6 per share. Its 4 bispecific drug candidates continue to advance through clinical trials, with AP-505 expected to file an application for a global Phase II clinical trial in the fourth quarter of 2026. Facts: - Cumulative buyback execution rate reaches 91.4%. - Average buyback price is about NT$128.6 per share. - $2 billion strategic equity investment. - The management team is gradually exercising employee stock options in the third quarter of 2026. - Plans to file an application for a global Phase II clinical trial in the fourth quarter of 2026. ## 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 - Article page: https://ainews.idaeo.ai/a/4308648-en.html - anchor: #n3328351 - Companies mentioned: 國家衛生研究院、國衛院、CommonMind Consortium、GTEx A 國衛院 research team combined generational data from Taiwanese families affected by schizophrenia with an international brain tissue transcriptome database to identify 4 potential hub genes strongly associated with early-onset schizophrenia. The findings were published in the journal Molecular Psychiatry. Facts: - 4 potential hub genes. - About 8% of patients. - Before age 18. - July 2026. ## 友華 signs partnership with Colombian pharmaceutical company! 藥技中心 connects partners at CPHI Milan to enter the Latin American market - Global Bio & Tech Monthly - Published: 2026-10-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=90645 - Article page: https://ainews.idaeo.ai/a/4308646-en.html - anchor: #n3328352 - Companies mentioned: 臺灣醫藥品聯盟、友華集團、OEP Group、財團法人醫藥工業技術發展中心、藥技中心 友華集團 and a Colombian pharmaceutical company signed an agreement at CPHI Milan 2026, with 藥技中心 facilitating the match, to expand into the Latin American market. Facts: - CPHI Milan 2026 ## Can myopia and presbyopia be corrected at the same time? An ophthalmologist explains how to choose among 3 correction options - Heho健康 - Published: 2026-10-12T14:00:30+09:00 - Source: Taiwan | Heho健康 - Original: https://heho.com.tw/archives/387842 - anchor: #n3328407 - Companies mentioned: Heho健康 An explanation of symptoms of myopia combined with presbyopia, noting that needing to take off glasses to see nearby may be a sign of presbyopia.