AI News 180m Report

2026-10-12 18:00–21:00 JST

207 received, 207 listed, 7 sources ・ Page 1 of 3

One place for news and notices from 2 countries/regions: Taiwan, 174 items from 6 sources; Japan, 33 items from 1 source.

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

Taiwan | 中央社 CNA(69)

和椿 posts record Q3 revenue, targets semiconductor and AI smart manufacturing opportunities

Published ・ Source Taiwan | 中央社 CNA

和椿 posted record Q3 revenue, benefiting from demand for semiconductors and AI servers;華城電機 also posted a record for the same period in Q3 and expects exports to account for more than 60%.

Facts

  • NT$328 million
  • Down 19.59% month on month
  • Up 28.87% from the same period in 2025
  • Self-reported Q3 revenue of NT$1.113 billion
  • Up 57.93% year on year
  • Self-reported consolidated September revenue of NT$2.028 billion
  • Up 5.85% month on month
  • Up 7.19% year on year
  • Self-reported Q3 revenue of about NT$5.995 billion
  • Up 9.9% quarter on quarter
  • Up 2.8% year on year
  • Exports could account for more than 60%

Companies mentioned:和椿、華城電機

英特爾 CEO: China’s cutting-edge AI models have low token costs and are being adopted quickly

Published ・ Source Taiwan | 中央社 CNA

英特爾 CEO 陳立武 said that Chinese frontier AI models such as 深度求索, Kimi and GLM have low token costs and are being adopted quickly, and perform well enough;he said open source is the best way to improve efficiency, while quantum computing could become mainstream within 3 to 5 years.

Facts

  • Within 3 to 5 years

Companies mentioned:英特爾、Intel、中央社、路透社、星展銀行、DBS、深度求索、DeepSeek、Kimi、GLM

Thunder Tiger to exhibit at U.S. Army Association annual meeting, alongside sponsors including 波音

Published ・ Source Taiwan | 中央社 CNA

雷虎科技 announced it will participate in the 2026 Association of the United States Army Annual Meeting as a four-star sponsor, alongside 波音 and 洛克希德馬丁. It will display mobile drones, the SeaShark 600 unmanned vessel, and the OVERKILL FPV drone, which has obtained Blue UAS qualification, highlighting a China-free supply chain and Taiwan manufacturing.

Facts

  • October 12 to 14
  • 2026
  • Four-star (4-Star)
  • 3 major systems
  • 6 meters
  • 175cc
  • 250cc

Companies mentioned:雷虎科技、波音、洛克希德馬丁、BAE Systems、Allen Control Systems、AeroVironment、Auterion

Wu Chung-shu: Taiwan’s sustainable finance faces 8 challenges, including low carbon fees

Published ・ Source Taiwan | 中央社 CNA

台灣經濟研究院 Chairman 吳中書 said Taiwan’s sustainable finance sector faces 8 major challenges, including low carbon fees and inconsistent standards, while also having 4 major opportunities, including abundant capital and integrated industrial supply chains.

Facts

  • 8 major challenges
  • More than 600 ESG ratings worldwide
  • 4,500 ESG performance indicators
  • U.S. President Donald Trump’s administration has withdrawn from the Paris Agreement 2 times
  • Carbon emissions from the energy sector account for about 12.31% of the country’s total emissions
  • More than 9 tenths
  • In 2025, Taiwan’s natural gas ... still accounted for 47.9%, respectively
  • Coal still accounted for 47.9% and 35.7%, respectively
  • Taiwan had 1.71 million small and medium-sized enterprises in 2025

Companies mentioned:台灣經濟研究院、台灣金融研訓院、中央社

中華電 leads with September EPS of 0.57;台灣大 retains top spot for EPS in the first 9 months

Published ・ Source Taiwan | 中央社 CNA

中華電, 台灣大 and 遠傳電信 released September financial results. 中華電 led with monthly EPS of 0.57, benefiting from asset revitalization and the launch of the iPhone 18;台灣大 retained the top spot with cumulative EPS of 4.26 for the first 9 months;遠傳電信 also posted record revenue and earnings for the same period.

Facts

  • Earnings per share of 0.57
  • Surpassing 台灣大’s 0.48
  • 遠傳電信’s 0.36
  • 台灣大 remained in first place with EPS of 4.26 for the first 9 months
  • 中華電信 reported self-calculated consolidated September revenue of NT$24.4 billion
  • Net profit attributable to owners of the parent was NT$4.44 billion
  • Earnings before interest, taxes, depreciation and amortization (EBITDA) was NT$8.74 billion
  • Cumulative consolidated revenue for 中華電信 through September reached NT$188.95 billion
  • Net profit attributable to owners of the parent was NT$32.97 billion
  • EPS of NT$4.25
  • September consolidated revenue rose 20.9% year on year
  • September information and communications revenue rose 24.9% year on year
  • Mobile services revenue grew 3.2% year on year
  • The number of high-speed broadband customers with speeds of 300Mbps or more rose 14.4% year on year
  • 台灣大哥大 reported self-calculated consolidated September revenue of NT$17.41 billion
  • After-tax net profit of NT$1.47 billion
  • Self-calculated consolidated revenue for the first 9 months totaled NT$149.58 billion
  • Up 16% year over year
  • After-tax net profit of NT$12.95 billion
  • Up 22% year on year
  • Driving consolidated revenue growth to 10% year on year
  • September sales revenue rose 20% year on year
  • Household business revenue grew 15%
  • momo revenue rose 8% year on year
  • Driving telecommunications operating profit up 16% year on year
  • Consolidated operating profit rose 15% year on year
  • Monthly after-tax net profit rose 28% year on year
  • Reached NT$10.962 billion
  • Year-on-year growth of 8.7%
  • NT$3.396 billion, respectively
  • NT$1.292 billion
  • Year-on-year growth of 7.7%
  • 8.2%
  • Far EasTone’s consolidated total revenue ... year-on-year growth rate was 11.0%
  • Consolidated EBITDA ... year-on-year growth rate ... 7.3%
  • And after-tax net profit growth ... 13.2% year on year
  • Reached NT$86.23 billion
  • NT$30.318 billion
  • And NT$11.392 billion
  • Cumulative EPS was NT$3.16

Companies mentioned:中華電、中華電信、台灣大、台灣大哥大、遠傳電信

Original寶成9月營收維持200億之上 月增3.8%年增1成

Published ・ Source Taiwan | 中央社 CNA

寶成工業 reported self-calculated consolidated September revenue of NT$21.396 billion, up 10.4% year on year;裕元工業, 寶勝國際, 豐泰企業 and 鈺齊國際 also announced their September revenue figures.

Facts

  • NT$21.396 billion
  • Increased 10.4%
  • Grew 3.8%
  • NT$187.671 billion
  • Down 0.5%
  • US$669 million
  • About NT$21.327 billion
  • Increased 5.6%
  • Up 6.6% year over year
  • US$5.889 billion
  • Down 2.1%
  • Down 3.8% year on year
  • RMB1.315 billion
  • Down 2.5%
  • RMB12.403 billion
  • Down 3.9%
  • NT$6.44 billion
  • Down 4.76% year on year
  • NT$2.69 billion
  • EPS of NT$2.72
  • NT$1.598 billion
  • Decreased 5.7%
  • Increased sharply by 72%
  • NT$5.436 billion
  • Increased 3.37%
  • Up 42.32%
  • NT$14.369 billion
  • Up 12.97%

Companies mentioned:寶成工業、裕元工業、寶勝國際、豐泰企業、鈺齊國際

Tainan delicacies win over Eswatini king’s taste buds; osmanthus winter melon lemonade and pomelo add a heartwarming touch to bilateral ties

Published ・ Source Taiwan | 中央社 CNA

King Mswati III of Eswatini visited Taiwan, where President Lai Ching-te accompanied him on a visit to the Army Aviation and Special Forces Command and then to 阿霞飯店 in Tainan for a meal. Osmanthus winter melon lemonade and pomelo added a heartwarming touch to the ties between the 2 countries.

Facts

  • An additional 6 bottles of winter melon lemonade were prepared

Companies mentioned:中央社、阿霞飯店

Tatung September revenue falls 13% year on year; continues to deepen power infrastructure and AI computing capabilities

Published ・ Source Taiwan | 中央社 CNA

Original大同公司9月合併營收年減13.29%,前9月累計年減2.13%。公司持續深化電力基礎建設與AI算力應用,推出模組化AI資料中心解決方案TTG AIDC CUBE,並整合集團資源拓展商機。

Facts

  • NT$3.687 billion
  • Down 13.29%
  • Consolidated revenue of NT$36.25 billion for the first 9 months
  • Down 2.13% year on year
  • Power business group revenue of about NT$702 million in September
  • 大世科 September revenue reaches NT$713 million
  • Surged 123.98% from a year earlier
  • Revenue of NT$4.347 billion for the first 9 months
  • Up 24.43% year on year
  • 精英電腦 September revenue reaches NT$1.307 billion
  • Down 31.9%
  • Cumulative revenue of NT$15.143 billion for the first 9 months
  • Up 4% year over year
  • Promotes computing centers that can be deployed in 180 days

Companies mentioned:大同公司、大世科、精英電腦

2 U.S. scholars win Nobel economics prize for developing new model to smooth business cycles

Published ・ Source Taiwan | 中央社 CNA

U.S. scholars Hall and Woodford won the Nobel Prize in Economics for developing a new macroeconomic model that strengthens the ability of stabilization policies to smooth business cycles.

Facts

  • Now 83 years old
  • About 70 to 71 years old
  • Nearly a century ago
  • The 1970s
  • as long as 10 years

Companies mentioned:中央社、史丹佛大學、哥倫比亞大學

Former Kaohsiung Marine Bureau chief Chang Han-hsiung and others questioned; Qiaotou prosecutors investigate

Published ・ Source Taiwan | 中央社 CNA

The Qiaotou District Prosecutors Office launched searches today as part of an investigation. Chang Han-hsiung, former chief of Kaohsiung’s Marine Bureau; Chang Chun-hua, secretary-general of the Ziguan District Fishermen’s Association; and Chang Chi-sheng, an independent candidate for Kaohsiung City Council in Electoral District 3, among others, were taken in for questioning. Prosecutors are investigating to clarify the case.

Facts

  • 1151012

Foreign investors sell NT$52.1 billion in Taiwan stocks; 台塑 sees the biggest adjustment, at 36,000 lots

Published ・ Source Taiwan | 中央社 CNA

Foreign investors have been net sellers of Taiwan stocks for 4 consecutive days, selling NT$52.198 billion today. 台塑 saw the largest net sales, at 36,881 lots; the three major institutional investors recorded combined net sales of NT$59.369 billion. Analysts expect the index to fluctuate and consolidate ahead of 台積電’s investor conference.

Facts

  • Foreign investors’ net sales totaled NT$52.198 billion
  • 台塑 had the largest net sales by foreign investors today, at 36,881 lots
  • Taiwan stocks fell 11.48 points today
  • Closed at 49301.96 points
  • Trading value of NT$843.931 billion
  • Proprietary traders recorded net sales of NT$14.294 billion
  • Investment trusts recorded net purchases of NT$7.123 billion
  • The three major institutional investors recorded combined net sales of NT$59.369 billion

Companies mentioned:台塑、友達、鴻海、元大台灣50、力積電、台新新光金、台泥、中鋼、凱基金、群益台灣精選高息、台積電、大立光

Original和泰車9月營收年增逾2成 創同期新高

Published ・ Source Taiwan | 中央社 CNA

和泰車 September revenue rose 26.16% year on year to a record for the month, while cumulative revenue for the first 9 months also set a record. WeMo announced plans to expand its operating area and enter Taoyuan by 2027.

Facts

  • NT$26.76 billion
  • Up 26.16% year over year
  • Cumulative revenue of NT$241.19 billion for the first 9 months
  • Up 14.44% year on year
  • About NT$4.47 billion
  • About 16.7% of group revenue
  • Plans to expand into Taoyuan in 2027
  • A fleet of 100,000 vehicles in 10 years
  • Already invested in 11,000 shared electric scooters
  • More than 2.1 million users
  • 349 townships and districts across Taiwan
  • Covering about 95% of Taiwan

Companies mentioned:和泰車、和運租車、WeMo

EU adds nearly 1,600 individuals and entities to Russia sanctions list; more than half linked to military industry

Published ・ Source Taiwan | 中央社 CNA

The EU has formally added nearly 1,600 individuals and entities to its sanctions blacklist to punish Russia for launching a full-scale war of aggression against Ukraine. More than half are linked to the ballistic missile production chain. The move brings the EU’s Russia sanctions list to about 3,500 entries.

Facts

  • More than half are linked to the ballistic missile production chain
  • Sanctions list grows to about 3,500 entries

Companies mentioned:歐洲聯盟、EU、法新社、中央社

U.S. school book bans expand; Japanese manga including “Attack on Titan” and “Inuyasha” make the list

Published ・ Source Taiwan | 中央社 CNA

Original美國非營利組織「美國筆會」報告指出,2025年7月至2026年6月期間全美公立學校學區禁書累計超過1萬冊,其中德州最為嚴重。日本知名漫畫如《進擊的巨人》、《犬夜叉》及《暗殺教室》等作品因涉及性、暴力或性別議題被列入禁書名單,此現象被視為保守派推動的文化戰爭與政治宣傳活動之一環。

Facts

  • More than 10,000 titles in total
  • 114 public school districts
  • A cumulative total of 11,982 instances of book bans
  • A total of 7,370 distinct works were actually affected
  • The works were banned a cumulative 312 times
  • Atsushi Ohkubo’s works were banned 106 times
  • Hajime Isayama’s works were banned 89 times
  • Rumiko Takahashi’s works were banned 63 times
  • Original全美約7成
  • Book-ban measures totaling 8,193 instances
  • Increased more than 4 times
  • As many as 92% stemmed from organized campaigns
  • Listed 2,193 books considered “books that should be removed from schools”
  • A total of 379 books were removed from school libraries

Companies mentioned:中央社、美國筆會、PEN America、日本經濟新聞、美國圖書館協會、Recover America、康羅獨立學區、Conroe Independent School District

Yemen rebels attack Saudi capital; energy executives absent from World Petroleum Congress

Published ・ Source Taiwan | 中央社 CNA

Saudi Arabia’s capital, Riyadh, was attacked by Yemen’s Houthi rebels, prompting senior executives from several energy giants to miss the World Petroleum Congress. The airport was closed, disrupting flights and dealing a blow to the kingdom’s Vision 2030 plan.

Facts

  • Leaving 1 person dead
  • 11 people injured
  • The airport was also attacked on the 10th
  • Leaving 13 dead and more than 300 injured
  • The deadliest attack in Saudi Arabia in more than 10 years
  • Original預計約6成原定航班將取消

Companies mentioned:中央社、路透社、世界石油理事會、埃克森美孚、ExxonMobil、道達爾能源、TotalEnergies、殼牌、Shell、雪佛龍、Chevron、英國石油、BP、睿思譽、Cirium

After EU-China trade talks, China announces cut to export tax rebate rate for new-energy vehicles

Published ・ Source Taiwan | 中央社 CNA

After EU-China trade talks concluded, 中國財政部 and 稅務總局 announced that the value-added tax export rebate rate for new-energy vehicles will be cut from 13% to 9% starting April 1, 2027, while export rebates for products such as electronic cigarette devices will be scrapped.

Facts

  • Cut from 13% to 9%
  • A list of outcomes and consensus containing 16 items

Companies mentioned:中央訊息、中央社、央視新聞、中國商務部、快科技、中國財政部、稅務總局

China’s auto retail sales fall 28% year on year in September; exports rise 73.7%

Published ・ Source Taiwan | 中央社 CNA

China’s passenger vehicle retail sales fell 28% year on year in September, the biggest decline this year. Exports rose 73.7% to 917,000 vehicles, becoming a key driver of automakers’ growth. New-energy vehicle penetration hit a record high, but growth slowed. High oil prices, the phaseout of subsidies and tight chip supplies weighed on demand, leaving domestic sales weak.

Facts

  • Up 73.7% year on year
  • September retail sales: 1.618 million vehicles
  • September passenger car exports reached 917,000 units
  • The retail penetration rate of new energy vehicles rose to 67.0% in September
  • Exports exceeded 50% for some automakers
  • Exports accounted for 70% of automakers’ total volume

Companies mentioned:乘聯分會、中央社

Family of man who died at Keelung Prison alleges he was beaten; prison says it respects judicial investigation

Published ・ Source Taiwan | 中央社 CNA

A man surnamed Chen died while serving a sentence at 法務部矯正署基隆監獄. His family alleged that prison staff beat him and poured toilet water on him. Keelung Prison said prosecutors have launched an investigation and that it respects the judicial process.

Facts

  • At least 20 punches per person
  • There were 8 inmates in the new arrivals’ cell

Companies mentioned:中央社、法務部矯正署基隆監獄、台灣基隆地方檢察署

China sanctions officials from Taiwan allies Paraguay and Belize; Taiwan’s Foreign Ministry says the move to interfere in other countries’ sovereignty is despicable

Published ・ Source Taiwan | 中央社 CNA

China sanctioned officials from Paraguay and Belize. Taiwan’s Foreign Ministry strongly condemned the despicable interference in other countries’ sovereignty, reiterating that Taiwan and China are not subordinate to each other and that China has no right to meddle in Taiwan’s diplomatic relations.

Facts

  • Taipei, the 12th
  • 1151012

Companies mentioned:中央社、中央訊息

Back-to-school season and a device replacement wave drive September revenue growth at 富邦媒 and 網家

Published ・ Source Taiwan | 中央社 CNA

Back-to-school season and a device replacement wave drove September revenue growth at 富邦媒 and 網家, with 富邦媒’s momo posting record monthly revenue. 美而快 benefited from its memory business and improvements to its apparel e-commerce operations, with revenue rising nearly eight-tenths year over year.

Facts

  • 富邦媒’s momo revenue was NT$8.59 billion
  • Up 8.24% year over year
  • 網路家庭 revenue was NT$3.235 billion
  • Up 11.17% year over year
  • Cumulative revenue for the first 9 months was NT$79.98 billion
  • Up about 3.8% year over year
  • Consolidated revenue for the first 9 months was NT$28.206 billion
  • Up 8.98% year over year
  • 美而快 September revenue was NT$395 million
  • Up 78.9% year over year

Companies mentioned:富邦媒、PChome網路家庭、網家、美而快、維克樂科技股份有限公司、V-color Inc.、中央社

緯創 raises capital spending, plans to buy 中強光電’s Tainan factory building

Published ・ Source Taiwan | 中央社 CNA

緯創 announced that its board approved more than NT$7 billion in additional capital spending for building improvements and equipment purchases in Kaohsiung and Hsinchu. It also plans to buy a factory building in Tainan from 中強光電 for no more than NT$1 billion.

Facts

  • More than NT$7 billion in additional capital spending
  • An additional NT$6.5 billion... in capital spending
  • NT$591.6 million in capital spending
  • No more than NT$1 billion

Companies mentioned:緯創、中強光電、中強光電股份有限公司

Taekwondo rising star Wang Chieh-ling wins Grand Prix bronze; coach urges her to leave no regrets

Published ・ Source Taiwan | 中央社 CNA

Taiwanese taekwondo rising star Wang Chieh-ling won a bronze medal at the World Taekwondo Grand Prix in Paris, France, reaching the event’s podium for the first time in her career. Coach Chu Chien-an said encouragement to “leave no regrets” helped Wang overcome the disappointment of her loss at the Nagoya Asian Games.

Facts

  • Taekwondo athlete Wang Chieh-ling, just 17 years old
  • The women’s team’s first gold medal in 10 years
  • Women’s 49-kilogram division at the Nagoya Asian Games
  • Stopped in the top 8
  • The 2028 Los Angeles Olympics

Companies mentioned:中央社

Microsoft president calls for stronger AI regulation, says safety rules are even weaker than those for carton milk

Published ・ Source Taiwan | 中央社 CNA

Microsoft President Smith called for stronger global regulation of artificial intelligence, including an independent body to review AI development and safety rules requiring systems to notify affected parties when malicious AI agents breach them, establish an “emergency brake” mechanism, and require companies to submit incident reports. He said current AI safety rules are even less stringent than those for a carton of milk, and that the United Kingdom is best placed to lead AI regulation after establishing an AI Safety Institute under former Prime Minister Sunak.

Companies mentioned:微軟 (Microsoft)、Anthropic、OpenAI、英國AI安全研究院 (AI Security Institute)

OriginalAI衝擊亞洲就業市場 IMF:相關職缺需求降1成

Published ・ Source Taiwan | 中央社 CNA

An IMF study found that AI development has reduced hiring demand for related job openings by about 10%, while demand for people with AI skills has increased. Companies are placing greater emphasis on employees’ ability to use AI to improve efficiency.

Facts

  • Fell by about 10%
  • About 700 million job posting records worldwide
  • About 2 times that of other occupations
  • Can be broadly divided into 3 categories
  • About 150 million jobs need to be created

Companies mentioned:國際貨幣基金(IMF)、世界銀行、中央社

Fish market chair received excessive compensation; Taichung City Government recoups funds, removes him and refers case for ethics investigation

Published ・ Source Taiwan | 中央社 CNA

The 台中市政府農業局 found that Li Huan-hsiang, chairman of 台中魚市場股份有限公司, had improperly received an additional NT$1.225 million in year-end compensation and Lunar New Year bonuses. The funds have been recovered, he has been removed from his position, and the case has been referred for an ethics investigation.

Facts

  • NT$1.225 million

Companies mentioned:台中市政府農業局、台中魚市場股份有限公司

Stacked-coupon risks draw attention; 金管會 says industry association has proposed stronger measures, expected to take effect by year-end

Published ・ Source Taiwan | 中央社 CNA

金管會 has asked 銀行公會 to propose stronger measures to address stacked-coupon risks. They are expected to take effect by the end of this year and apply to all asset management business.

Facts

  • Expected to take effect by the end of this year
  • (Editor: Yang Kaixiang) 1151012

Companies mentioned:金管會、銀行公會、中央社

Taichung Tanzi woman found dead in bedroom with head injury; son sleeps soundly in next room

Published ・ Source Taiwan | 中央社 CNA

A 55-year-old woman surnamed Chou was found dead in her bedroom in Taichung’s Tanzi District with a laceration to her head. Her 35-year-old son was asleep in the next room. Police are working to determine the cause of death.

Facts

  • A 55-year-old woman surnamed Chou
  • Her 35-year-old son
  • 1151012

Has Russia reached an “energy ceasefire” with Ukraine? Kremlin declines to clarify

Published ・ Source Taiwan | 中央社 CNA

U.S. President Donald Trump’s announcement that Russia and Ukraine had reached an “energy ceasefire” agreement caused confusion. The Kremlin declined to say whether Russia had agreed with Ukraine to stop attacking energy infrastructure, saying it did not want a ceasefire but lasting peace.

Facts

  • Comprehensive 60-day ceasefire
  • 1151012

Companies mentioned:中央社、法新社、Truth Social

Taiwan sends 71 athletes to Asian Para Games; Lee Yang says relay-station model will provide athletes with the best care

Published ・ Source Taiwan | 中央社 CNA

Taiwan is sending 71 athletes to the Asian Para Games. Sports Minister Lee Yang said the relay-station model will be retained, with 國訓中心 and 運科中心 providing comprehensive care.

Facts

  • 71 athletes
  • 12 sports
  • Opens October 18
  • 16 specialists
  • 16 vehicles
  • 3 accessible vehicles
  • 6 vehicles
  • 10 hotels
  • 6 team doctors
  • 19 athletic trainers

Companies mentioned:中央社、國訓中心、運科中心

Miaoli Nanzhuang shooting hits home; prosecutors indict 5, find no election-related motive

Published ・ Source Taiwan | 中央社 CNA

A home displaying an election campaign sign was hit in a shooting in Nanzhuang, Miaoli. Police and prosecutors apprehended 5 suspects who fired shots to intimidate someone over a debt dispute. After indicting them, authorities determined the case was unrelated to election violence.

Facts

  • 5 suspects
  • Discovered on June 18
  • 3 improvised handguns
  • 6 magazines
  • 67 rounds of ammunition (9mm)
  • 1 shotgun
  • 44 shotgun shells
  • Fired 3 shots
  • Fired 2 shots
  • 3 vehicles

Companies mentioned:中央社

Foreign investors sell for 4th straight session, withdraw nearly NT$150 billion; Taiwan dollar continues to weaken, testing NT$32 intraday

Published ・ Source Taiwan | 中央社 CNA

Foreign investors sold for 4 straight sessions, withdrawing nearly NT$150 billion, while the Taiwan dollar continued to weaken and tested NT$32 intraday.

Facts

  • Nearly NT$150 billion
  • NT$32
  • Closed at NT$31.895
  • US$2.717 billion
  • NT$52.198 billion
  • Closed at 49,301.96 points

Companies mentioned:中央社、中央銀行、聯準會、台積電

Hosts Golden Bell Award nominations and meets his wife again; Chen Han-dian: It’s both my career and my life

Published ・ Source Taiwan | 中央社 CNA

Chen Han-dian will host the 61st Golden Bell Awards ceremony and is once again nominated for the Variety Show Host Award with Jacky Wu and Lulu for “Mr. Player.” 三立電視 held a nominees’ gathering, where Bowie Tsang also discussed her hosting experience.

Facts

  • The 61st Golden Bell Awards
  • Visited 34 entertainers
  • 3 seasons in the series

Companies mentioned:中央社、三立電視

Taiwanese men’s and women’s doubles teams both win silver at Finland’s Arctic Open

Published ・ Source Taiwan | 中央社 CNA

Taiwan’s rising badminton generation reached the Super 500 finals at the Finland Arctic Open, with men’s doubles partners Lai Po-yu and Tsai Fu-cheng and women’s doubles pair Hsu Yin-hui and Lin Chih-yun. They ultimately lost to pairs from Malaysia and China, respectively, and both won silver.

Facts

  • Total prize money of US$500,000
  • About NT$16 million
  • 20-year-old men’s doubles pair
  • Ranked 60th in the men’s world rankings
  • Ranked 8th in the world
  • For the 3rd time

Companies mentioned:中央社、中央通訊社

Lions’ Blake to start Game 4 of the postseason challenge after 2 days’ rest; Brothers’ Cheng Hao-chun to start

Published ・ Source Taiwan | 中央社 CNA

In Game 4 of the CPBL postseason challenge, Uni-Lions foreign pitcher Blake will start again after 2 days’ rest, while 中信兄弟隊 will send Cheng Hao-chun to the mound.

Facts

  • Game 4
  • 2 days’ rest
  • The first 3 games
  • The teams are tied at 2 wins and 2 losses
  • Used 88 pitches
  • Pitched 5 innings
  • Gave up 10 hits
  • Recorded 3 strikeouts
  • Issued 1 walk.
  • Allowed 4 earned runs
  • Pitched 11.2 innings
  • Allowed 3 earned runs
  • Record of 1 win and 1 loss
  • 2.31 ERA

Companies mentioned:中華職業棒球大聯盟、統一7-ELEVEn獅隊、中信兄弟隊、中央社

Tiles peeling badly from exterior walls of Miaoli City’s Wenhua Elementary School building; Chung Tung-chin orders repairs

Published ・ Source Taiwan | 中央社 CNA

Miaoli County Councilor Yang Ming-yeh raised concerns about tiles peeling from the exterior walls of Wenhua Elementary School. County Magistrate Chung Tung-chin pledged support for repairs; they also discussed the free school lunch policy and how its costs would be shared.

Facts

  • Built about 30 years ago
  • About NT$25 million in funding
  • Work to be carried out in 2 phases
  • 18 township and city offices

Companies mentioned:中央社、縣府、教育處、團膳廠商

Former clinical review chief of 美國食品及藥物管理局 takes up post in Hong Kong

Published ・ Source Taiwan | 中央社 CNA

Li Zili, former clinical review chief at 美國食品及藥物管理局 (FDA), has been appointed director of drug and medical device regulation under 香港衛生署 for a 3-year term starting Oct. 20. The Hong Kong government will establish a regulatory center to deepen reforms in drug and medical device oversight.

Facts

  • More than 30 years of experience
  • A 3-year period
  • Takes effect Oct. 20

Companies mentioned:美國食品及藥物管理局、FDA、香港衛生署、強生集團、楊森製藥

Civilian cameras are everywhere; 華爾街日報: after being hacked, they become powerful tools for gathering wartime intelligence

Published ・ Source Taiwan | 中央社 CNA

華爾街日報 reported that civilian internet-connected cameras, due to weak security, are being turned by hackers in various countries into tools for gathering wartime intelligence, including tracking targets, assessing damage and conducting psychological warfare. The United States, Israel and Ukraine have used compromised surveillance cameras to obtain key information during conflicts, while cybersecurity experts warn that connected devices pose a major security threat.

Facts

  • About 40,000 cameras with potential security risks
  • More than 250 Israeli cameras containing sensitive national security information have been hacked this year
  • Causing 2 deaths and more than 20 injuries

Companies mentioned:中央社、華爾街日報、The Wall Street Journal、記錄未來、Recorded Future、以色列國家網路安全局、Israel National Cyber Directorate、Team OneFist、烏克蘭安全局、SBU、摩西之杖、Moses Staff、美國帕羅奧圖網路公司、Palo Alto Networks、捍衛民主基金會、Foundation for Defense of Democracies、Center on Cyber and Technology Innovation、漢達拉、Handala、S-RM

台驊 September revenue doubles, with strong growth in ocean freight and an optimized air-freight mix

Published ・ Source Taiwan | 中央社 CNA

台驊 posted consolidated revenue of NT$2.996 billion in September, up 99.17% year on year and the highest in more than 4 years. Ocean freight revenue, up 1.7 times year on year, was the main growth driver, while the company optimized its air-freight mix by developing new high-tech customers.

Facts

  • Up 99.17% year on year
  • NT$2.996 billion
  • Up 3% month over month
  • Consolidated revenue of NT$20.139 billion in the first 3 quarters
  • 25.53% growth year on year
  • September ocean freight revenue of NT$2.126 billion
  • Up 6.23% month on month
  • Up 172.81% year on year
  • Air freight revenue reached NT$603 million in September
  • Up 27.01% year on year
  • September revenue from China-Europe rail services was NT$91 million
  • Up 62% year on year

Companies mentioned:台驊、中央社

Original星宇航空客貨運雙強 9月營收年增近7成

Published ・ Source Taiwan | 中央社 CNA

星宇航空’s September revenue rose 69% year on year to NT$4.975 billion, with growth in both passenger and cargo revenue. The company is optimistic that demand for air cargo will be driven by the AI server supply chain and the year-end shopping season, and announced new routes, fleet expansion and a joint operating partnership with 美國航空.

Facts

  • September revenue up 69% year on year
  • September revenue of NT$4.975 billion
  • Passenger revenue up 70% year on year
  • September passenger revenue of NT$3.72 billion
  • Cargo revenue up 59% year on year
  • September cargo revenue reached NT$706 million
  • Cumulative revenue through the 3rd quarter this year was NT$44.835 billion
  • Cumulative revenue through the 3rd quarter this year ... up 37% year on year
  • Up 5% month on month
  • Currently operates 10 routes departing from Taichung
  • Up to 62 flights per week
  • Increase winter peak-season service to 5 flights per week

Companies mentioned:星宇航空、中央社、美國航空、American Airlines

Li Hao-yu says his defense needs improvement; shares warm encouragement from fan who beat cancer

Published ・ Source Taiwan | 中央社 CNA

Original美國職棒底特律老虎隊台灣好手李灝宇回顧大聯盟生涯首個賽季,自評守備表現不佳需加強滾地球處理;同時感謝球迷支持,分享抗癌成功阿姨的鼓勵成為其力量。

Facts

  • 23 years old
  • 1151012

Companies mentioned:中央通訊社、美國職棒底特律老虎隊、老虎隊

Taiwan’s breeding cattle break into export market for the first time; Agriculture Ministry says Philippines agrees to import

Published ・ Source Taiwan | 中央社 CNA

The 農業部動植物防疫檢疫署 announced that the Philippines has agreed to allow imports of breeding cattle from Taiwan, marking Taiwan’s first successful entry into the breeding cattle export market.

Facts

  • After 2 years of ongoing consultations
  • Application submitted to the Philippines in 113年
  • The Philippines sent officials to Taiwan for an on-site inspection in November of the same year
  • In May 114年, the Philippines added 台南梅桂牧場 and 彰化和生牧場 to its list of approved live cattle exporters

Companies mentioned:農業部動植物防疫檢疫署、駐菲律賓代表處、台南梅桂牧場、彰化和生牧場、農業部畜牧司、畜產試驗所、獸醫研究所、中央社

Taoyuan airport and business partners sign integrity pledge to strengthen clean governance for Terminal 3

Published ・ Source Taiwan | 中央社 CNA

桃園國際機場公司 held a corporate integrity pledge-signing event, inviting business partners to join in promoting integrity and strengthen transparency and sustainable development in the construction of Terminal 3 and airport operations.

Facts

  • 1151012

Companies mentioned:桃園國際機場公司、法務部廉政署、台灣透明組織協會、英國標準協會

Li Hao-yu recalls memorable games from his first MLB season; receives verified autograph at Verlander’s retirement game

Published ・ Source Taiwan | 中央社 CNA

Original李灝宇分享MLB首季難忘戰役,包括參與魏蘭德引退賽並獲簽名認證,以及對芝加哥白襪隊敲出追平轟助老虎隊逆轉勝。

Facts

  • 23 years old
  • Sept. 27
  • 9th inning
  • 10th homer
  • 11-8

Companies mentioned:美國職業棒球大聯盟、MLB、底特律老虎隊、老虎、Chicago White Sox、中央社

Hong Kong closely monitoring Russia’s “severe pneumonia of unknown cause,” guarding against imported cases

Published ・ Source Taiwan | 中央社 CNA

Hong Kong’s Department of Health said it has implemented preventive measures and is closely monitoring the death of a laboratory employee in Siberia, Russia, from severe pneumonia of unknown cause, to guard against imported cases. The latest information from 世衛 shows no evidence of sustained transmission linked to the incident. No plague cases have recently been recorded in Irkutsk Oblast, and tests on contacts have not detected any high-threat pathogens.

Facts

  • Hong Kong, 12th
  • 1151012

Companies mentioned:中央社、世界衛生組織、世衛

Mazu palanquin’s unannounced entry sparks controversy; Tainan Confucius Temple says respecting sacred spaces is the starting point for temple fair ethics

Published ・ Source Taiwan | 中央社 CNA

A palanquin from Miaoli’s Shanbian Mazu temple entered the Tainan Confucius Temple without prior communication, sparking controversy. 山邊媽祖宮 later apologized, while Yeh Chung-li, executive director of 台南孔廟文化基金會, stressed that respect for sacred spaces is the starting point for modern temple fair ethics.

Facts

  • On the 10th, without prior communication
  • Arrived in Tainan on the 9th and 10th
  • (Editor: Chang Ya-ching) 1151012

Companies mentioned:中央社、山邊媽祖宮、台南孔廟文化基金會、財團法人苗栗縣山邊媽祖宮董監事會

童子賢 named campaign headquarters chair by Chang Chun; Wei Chia-hsien and Yu Shu-chen court young and elderly voters

Published ・ Source Taiwan | 中央社 CNA

Chang Chun, an independent candidate for Hualien County magistrate, announced that 童子賢, founder of 和碩集團, will serve as chair of his campaign headquarters. Wei Chia-hsien proposed a youth dream fund, while KMT candidate Yu Shu-chen advocated improving benefits and medical subsidies for older adults.

Facts

  • NT$1,500 per month
  • Raise it to NT$2,000
  • Original從7成提高到9成
  • Plan to provide 1,000 points for daily necessities
  • Move toward “NT$50,000 over 5 years”
  • Provide an annual NT$6,600 subsidy for dental health checkups

Companies mentioned:和碩集團、中央社

2 U.S. scholars win Nobel Prize in economics

Published ・ Source Taiwan | 中央社 CNA

The 2026 Nobel Prize in Economic Sciences was awarded to U.S. scholars Robert E. Hall and Michael Woodford. 諾貝爾獎基金會 announced that the prize money would rise from 11 million to 12 million Swedish kronor.

Facts

  • 2026
  • 2 scholars
  • 11 million Swedish kronor
  • 12 million Swedish kronor
  • About NT$38 million

Companies mentioned:中央社、諾貝爾獎基金會、The Nobel Foundation

Debate over relocating Songshan Airport: Chiang Wan-an says military deployment could be reconsidered in response to new forms of warfare

Published ・ Source Taiwan | 中央社 CNA

Taipei Mayor Chiang Wan-an responded to calls to relocate Songshan Airport, saying military deployment could be reconsidered in response to new forms of warfare. He also pledged that medical evacuations and the rights of outlying islands would not be affected, and mentioned that 輝達 had considered setting up at Songnan Barracks.

Facts

  • Key News of the 2026 Nine-in-One Elections
  • 1151012

Companies mentioned:中央社、輝達

IMF and 世銀 annual meetings open in Bangkok, focusing on AI, financial risks and an aging population

Published ・ Source Taiwan | 中央社 CNA

Original國際貨幣基金(IMF)與世界銀行年會於曼谷登場,聚焦全球經濟成長、金融風險、AI及人口老化議題。泰國當局加強維安並禁止集會,預計吸引逾1萬6000名與會人士。

Facts

  • More than 16,000 participants
  • A week-long meeting
  • From today through the 18th
  • Through the 20th
  • Nearly 400 prominent figures
  • Around 22 hotels

Companies mentioned:國際貨幣基金、IMF、世界銀行、世銀、中央社、泰國公共電視台、Thai PBS、曼谷郵報、Bangkok Post、人民反對IMF與世銀網絡

Pathways to restoration extend to self-care: National Palace Museum’s Seniors Month begins 10/15

Published ・ Source Taiwan | 中央社 CNA

The National Palace Museum’s Seniors Month begins 10/15. Held in conjunction with the “Revealing the Splendor of Objects: Conservation and Restoration of Cultural Relics” special exhibition, it features 18 events for people aged 55 and older.

Facts

  • People aged 55 and older
  • A total of 18 events
  • Including 5 expert lectures
  • And 13 workshops

Companies mentioned:中央社、國立故宮博物院、台北榮民總醫院

Temperatures in central and northern Taiwan could dip to 18 degrees early on the 13th; northeast monsoon to return on the 14th and 15th

Published ・ Source Taiwan | 中央社 CNA

The weather agency forecast that radiative cooling could bring temperatures in the lowlands of central and northern Taiwan down to 18 to 21 degrees on the 13th. The northeast monsoon will strengthen on the 14th and 15th, bringing brief showers to northern and eastern Taiwan. Conditions will stabilize and temperatures rise before the weekend, while a new tropical system may form near Guam.

Facts

  • 21 degrees
  • The 14th and 15th
  • 18 to 21 degrees
  • 29 to 31 degrees
  • 33 to 35 degrees
  • 28 to 29 degrees
  • 33 to 34 degrees
  • 23 to 25 degrees
  • The 16th
  • Before the 18th
  • 34 degrees
  • The 21st and 22nd

Companies mentioned:中央氣象署、中央社

南亞 upbeat on continued growth and says next year will be better; 台塑 forecasts Q4 revenue growth

Published ・ Source Taiwan | 中央社 CNA

The four Formosa Plastics Group companies (台塑, 南亞, 台化 and 台塑化) all forecast higher revenue and improved operations in Q4 compared with Q3. 南亞, benefiting from AI-driven demand for electronic materials, posted record net profit and is optimistic that mass production of high-end materials will make business even better next year. 台塑, 台化 and 台塑化 expect petrochemical prices to remain high amid geopolitical factors and supply-demand dynamics, supporting revenue.

Facts

  • Q3 net profit attributable to the parent company was NT$38.833 billion
  • Up 45.2% quarter over quarter
  • Quarterly earnings per share of NT$4.9
  • Oil prices near US$90 per barrel
  • Crude oil exports through the Strait of Hormuz have rebounded to about 12 million barrels per day

Companies mentioned:中央社、台塑、南亞、台化、台塑化

Lin Hsiu-ming: Plans to encourage Japanese investors to buy Taiwan stocks and attract Japanese pension funds to Taiwan

Published ・ Source Taiwan | 中央社 CNA

Original台灣證券交易所董事長林修銘接受日經專訪,表示將深化台日金融合作,積極與日本大型證券公司洽談,推動日本投資人直接配置台股個股,並吸引日本養老金等長期資金進入台灣市場。

Facts

  • Foreign investors currently hold about 50% of Taiwan’s stock market by value
  • (Editor: Yang Kaixiang) 1151012

Companies mentioned:中央社、台灣證券交易所、日經、日本經濟新聞、Nikkei Financial

Trump says Russia and Ukraine have reached an energy ceasefire; oil prices fall and Asian stocks are mixed

Published ・ Source Taiwan | 中央社 CNA

International oil prices fell after Trump announced that Russia and Ukraine had reached an energy ceasefire. Asian markets were mixed, with stocks in Taipei and Seoul closing lower amid declines in major chipmakers including 台積電 and Samsung.

Facts

  • More than 1%
  • 1151012

Companies mentioned:中央社、法新社、青年運動、SK海力士、Samsung、台積電、摩根大通、高盛、美國銀行

Researchers uncover genetic clues to early-onset schizophrenia; 國衛院 targets new drug development

Published ・ Source Taiwan | 中央社 CNA

A 國衛院 research team identified 4 potential hub genes strongly associated with early-onset schizophrenia (COPS6, MRPS7, RUVBL2 and PSMD2). The findings, published in Molecular Psychiatry, could provide targets for new drug development and biomarkers.

Facts

  • 4 potential hub genes.
  • About 8% of patients develop the condition before age 18
  • “Module 10,” which contains 58 genes
  • Adjusted odds ratio of 1.32 times

Companies mentioned:國衛院、國家衛生研究院、中央社

Taichung Shopping Festival and other budgets frozen pending a special report by the next mayor

Published ・ Source Taiwan | 中央社 CNA

Original台中市議會決議凍結明年度包含台中購物節在內的振興經濟節慶計畫預算新台幣3.95億元,待下任市長進行專案報告後方可動支。

Facts

  • Budget of NT$395 million
  • Cut to just NT$1

Companies mentioned:台中市政府、台中市議會、民主進步黨、中國國民黨

Yang Chin-long remembers “godmother of finance” Hou Chin-ying, chokes up while thanking mentor

Published ・ Source Taiwan | 中央社 CNA

Central Bank Governor Yang Chin-long spoke at the “Carrying on the Legacy and Innovation: Memorial Forum for Chairwoman Hou Chin-ying,” hosted by 台灣金融研訓院, remembering and warmly thanking his mentor Hou Chin-ying. The article noted Hou’s outstanding contributions to financial education, institutions and talent development in Taiwan, as well as her work with former Central Bank Governor Liang Kuo-shu to modernize the financial sector.

Facts

  • During 37 years as a teacher
  • 1994
  • In October of the same year
  • November 1995
  • From 2008
  • 2022

Companies mentioned:中央銀行、台灣金融研訓院、政大、財政部、金管會、台北外匯市場發展基金會、遠東商銀、英格蘭銀行

Original外交部資安稽核見資管軟體有異 北檢搜索約談得標廠商

Published ・ Source Taiwan | 中央社 CNA

Original外交部資安稽核發現得標廠商呂姓負責人涉嫌以含有中國原始碼的IP-guard軟體投標資訊管理系統採購案,北檢指揮調查局搜索並約談4名被告。

Facts

  • In 10 locations
  • Questioned 4 defendants, including a man surnamed Lü
  • Original總計新台幣2000多萬元的標案

Companies mentioned:中央社、IP-guard、外交部、調查局、新北處、台北地檢署、北檢、一手新聞

Xinzhuang murder: Nephew suspected of fatally slashing aunt after becoming angry at her nagging and touching his shoulder

Published ・ Source Taiwan | 中央社 CNA

A murder occurred in Xinzhuang, New Taipei City, in the evening. A 33-year-old man surnamed Li allegedly became angry after his aunt nagged him and touched his shoulder. He went out to buy a knife, then attacked her with two knives, slashing her more than 10 times and killing her, before fleeing to Taoyuan, where he was apprehended.

Facts

  • 33 years old
  • More than 10 slashes

Companies mentioned:中央社、新北市政府警察局新莊分局

Original台塑四寶第3季賺762億季增18% 南亞、台塑化創新高

Published ・ Source Taiwan | 中央社 CNA

The four 台塑四寶 companies posted combined Q3 net profit after tax of NT$76.279 billion, up 18.7% quarter over quarter. 南亞 and 台塑化 achieved record profits, benefiting respectively from AI-driven demand for electronic materials and strong performance in the refining business.

Facts

  • The 4 companies posted combined net profit after tax of NT$76.279 billion
  • Up 18.7% quarter over quarter
  • Net profit after tax totaled NT$184.727 billion in the first 9 months of this year
  • 南亞 announced today that its Q3 net profit attributable to the parent company was NT$38.833 billion
  • Up 45.2% quarter over quarter
  • 台塑化’s Q3 net profit attributable to the parent company was NT$26.289 billion
  • Up 26.5% quarter over quarter
  • 台塑 posted Q3 consolidated net profit after tax of NT$5.739 billion
  • Original台化第3季歸屬母公司淨利54.18億元

Companies mentioned:台塑四寶、南亞、台塑化、台塑、台化、中央社、南亞科

SpaceX’s purchase of U.S. low-band spectrum may shake up traditional telecom industry; Australia and New Zealand telecom shares fall

Published ・ Source Taiwan | 中央社 CNA

SpaceX’s purchase of U.S. low-band spectrum has raised investor concerns about intensifying competition in the traditional telecom industry, sending telecom shares in Australia and New Zealand sharply lower.

Facts

  • Shares also fell 2.5%
  • Shares plunged nearly 5%
  • Shares fell 1.8%

Companies mentioned:SpaceX、中央社、路透社、澳洲電信公司、Telstra、TPG Telecom、Spark New Zealand、ETF Shares

Original盛新材料科技10/15登興櫃 前9月營收成長138%

Published ・ Source Taiwan | 中央社 CNA

Original盛新材料科技預計10月15日登錄興櫃,今年前9月營收達新台幣5717萬元,年增138.75%。公司主要生產碳化矽晶錠及基板,應用於電動車、5G等領域,並已建置65台長晶爐。

Facts

  • NT$57.17 million
  • 138.75%
  • 65 units

Companies mentioned:盛新材料科技、廣運集團、中央社

Keelung Mayor Hsieh Kuo-liang says operator surnamed Tung once said “setting a fire is the fastest way”; operator calls it a smear and does not rule out filing a lawsuit

Published ・ Source Taiwan | 中央社 CNA

Original基隆市長謝國樑指稱童姓業者曾言「放火最快」,童姓業者譴責為抹黑並不排除提告;市府表示事證已移送檢調,並質疑童子瑋競辦與此案有關。

Facts

  • About 1,700 discarded spring mattresses
  • At around 1 p.m. on September 30
  • After more than 14 hours of rescue efforts
  • Extinguished at around 4 a.m. on the 1st

Companies mentioned:中央社、基隆市政府、環保局、檢調、民進黨、童子瑋競選辦公室

Original彰化市公所垃圾車執行公務碰撞機車 1人死亡

Published ・ Source Taiwan | 中央社 CNA

Original彰化市公所垃圾清運車執行公務時碰撞機車婦人,導致婦人當場死亡;駕駛無酒駕且未受傷,市公所將處理理賠事宜並關心駕駛身心。

Facts

  • Changhua County, 12

Companies mentioned:中央社、彰化市公所、彰化縣警察局彰化分局、彰化市清潔隊

OriginaliPhone Duo將開售 蘋果高層赴富士康鄭州廠稱擴大生產

Published ・ Source Taiwan | 中央社 CNA

Original蘋果首款摺疊手機iPhone Duo將於16日開放預訂,蘋果營運長沙比汗赴河南鄭州富士康科技園視察生產線並稱將擴大生產規模。

Facts

  • Available for preorder on the 16th
  • More than 100 miniature components
  • Original新台幣7萬4900萬元起

Companies mentioned:中央社、蘋果、富士康、澎湃新聞

Finance ministry: More than 70,000 tenants on state-owned land have yet to renew leases; deadline is the end of next year

Published ・ Source Taiwan | 中央社 CNA

Original財政部國產署指出,截至今年9月仍有逾7萬戶國有基地承租人未換約,提醒須於明年12月31日前提出續租申請,以確保租賃權益。

Facts

  • More than 70,000 households
  • More than 110,000 households
  • September this year
  • 153 sessions
  • 128 person-times
  • Nearly 40,000 households
  • December 31 next year
  • December 31, 124

Companies mentioned:財政部、國產署、中央社

Sung Yi-lei pitches 2 innings and fans 4 in successful relief outing in NPB playoffs; Fighters advance to final round

Published ・ Source Taiwan | 中央社 CNA

Original日職北海道日本火腿鬥士隊台灣投手孫易磊在季後賽第3戰登板投2局飆4K無失分,拿下中繼成功;火腿隊以4比1擊敗西武獅隊,闖進決勝輪,將與福岡軟銀鷹隊爭奪日本一門票。

Facts

  • Pitched 2 innings
  • Fans 4
  • Fastest pitch: 154 km/h
  • Beat 4-1
  • Used 32 pitches

Companies mentioned:北海道日本火腿鬥士隊、西武獅隊、埼玉西武獅隊、太平洋聯盟、福岡軟銀鷹隊

Tseng Wen-sheng urges power industry to integrate faster into tech-sector decision-making; names grid as key to power supply

Published ・ Source Taiwan | 中央社 CNA

Original台電董事長曾文生表示,為因應AI帶動算力需求,國內電業須加快融入科技業決策,投資規劃時程從10年縮短至3至5年;供電關鍵除電源充足外,更需確保電網能將電力送達需求端並與再生能源及儲能設施配合。

Facts

  • Pavilions from 9 countries, including Denmark, Norway and Canada
  • Has already attracted 57 countries
  • Nearly 700 buyers have preregistered
  • Taiwan ranked No. 3 globally in the scale of investment in natural gas power plants in 2024
  • It ranked No. 6 in 2025
  • From about 10 years in the past
  • Gradually shortened to 5 years
  • Must even be completed within 3 years

Companies mentioned:台電、外貿協會、台積電

Raptors passing through Manzhou reportedly startled by temple firecrackers; Kenting National Park headquarters to step up monitoring at key times

Published ・ Source Taiwan | 中央社 CNA

During the National Day holiday, members of the public reported that firecrackers apparently set off at a temple in Manzhou Township, Pingtung County, startled passing raptors. After investigating, the Kenting National Park Headquarters issued a warning and stepped up monitoring during key time periods. Violators will be punished under the National Park Law and the Wildlife Conservation Act.

Facts

  • More than 10,000 gray-faced buzzards pass through each day
  • Still nearly 400 kilometers away
  • Fined NT$3,000
  • Punishable by up to 1 year in prison
  • Fined NT$60,000 to NT$300,000
  • Punishable by up to 2 years in prison
  • Fined NT$100,000 to NT$500,000

Companies mentioned:中央社、墾丁國家公園管理處、台灣猛禽研究會、保七總隊第八大隊、屏東縣政府農業處

Taiwan | 鉅亨網(52)

Supporting net-zero goals, Lee Chang Yung’s AquaNova uses AI to tackle wastewater treatment’s energy-use and carbon-emissions challenges

Published ・ Source Taiwan | 鉅亨網

Original李長榮集團宣布水事業品牌AquaNova全面納入先進材料公司營運,整合高分子材料與AI運算能力。該品牌將展示智慧水處理解決方案,透過AI優化曝氣能耗與薄膜管理,協助製造業達成節能減碳目標。

Facts

  • AquaNova will participate in the 2026 Taiwan International Water Week from October 14 to 16, showcasing smart water-treatment solutions that combine locally made membrane materials with AI control technology.
  • By dynamically adjusting aeration in wastewater treatment systems with AI, the company has cut aeration energy consumption by 18.22% and saved about 44,000 kilowatt-hours of electricity annually at a single plant.
  • The system uses a transmembrane pressure-difference prediction model to reduce downtime for membrane cleaning by 80% and extend membrane service life to 5 years.
  • AI detects defects in membrane fibers in real time, raising the defect detection rate from 94% with traditional manual visual inspection to 99.91%, while the product pass rate reaches 99.9%.
  • Original水事業品牌AquaNova全面納入李長榮先進材料股份有限公司營運。

Companies mentioned:李長榮集團、AquaNova、李長榮先進材料股份有限公司

Original台達電9月營收654億元登同期高 Q3衝上1970億元創單季新猷

Published ・ Source Taiwan | 鉅亨網

Original台達電公布9月營收654億元創同期新高,Q3單季營收1,970.59億元亦創新高。惟因美國國際貿易委員會(USITC)展開專利調查,股價下跌3.3%。

Facts

  • Original台達電9月營收654億元,創歷史同期新高。
  • Original台達電第三季營收1,970.59億元,創單季新高。
  • Original台達電前三季累計營收5,396.68億元,年增37.22%。
  • Original美國國際貿易委員會(USITC)對台達電展開特定專利爭議調查。
  • Original台達電股價受調查影響下跌3.3%,收1900元。

Companies mentioned:台達電、Delta Electronics (Americas) Ltd.、DET Logistics (USA) Corporation

Original乾杯9月營收創同期高 將拓餐飲業少見連鎖牛舌專門品牌

Published ・ Source Taiwan | 鉅亨網

Original連鎖餐飲集團乾杯(1269-TW)9月合併營收達4.35億元,年增20.97%創同期新高。受惠中秋節慶與冬季鍋物旺季,旗下燒肉與鍋物品牌業績強勁,並加速「牛舌佑介」與「黑毛屋」展店,年底前總店數將達70家。

Facts

  • Original乾杯9月合併營收為4.35億元,年增20.97%
  • Original乾杯今年前三季營收為36.3億元,年增7.92%
  • Original乾杯台灣餐飲事業9月營收年增超過30%
  • More than a thousand Mid-Autumn barbecue gift boxes sold
  • Original乾杯旗下目前共有66家店,年底前將達70家

Companies mentioned:乾杯、乾杯燒肉居酒屋、老乾杯、KANPAI CLASSIC、和牛47、牛舌佑介、黑毛屋、黑毛屋本家

Original騰勢多元品牌策略挹注營運 前9月營收年增1成

Published ・ Source Taiwan | 鉅亨網

Health supplement developer 騰勢 (7889-TW), which passed review by the Taipei Exchange, reported September 2026 revenue of NT$70.2 million, up 9.69% year over year, and cumulative revenue for the first 9 months of NT$672 million, up 10.51%. Supported by strong sales of its core brand 「達摩本草」 and the pet business accounting for more than 3 tenths of revenue, operations continued to grow steadily.

Facts

  • 騰勢 reported revenue of NT$70.2 million in September 2026, up 9.69% year over year.
  • 騰勢's cumulative revenue from January to September reached NT$672 million, up 10.51% year over year.
  • Revenue for core brand 「達摩本草」 rose 16.19% year over year in September.
  • The pet business accounted for 33.56% of revenue in September.
  • 騰勢 reported first-half 2026 net income after tax of NT$45.87 million.
  • 騰勢's current paid-in capital is 207 million yuan

Companies mentioned:騰勢、櫃買中心(OTC)、達摩本草、康是美、屈臣氏、大樹、毛孩時代、奧沛、ADVANCE、萬達寵物、騰達寵物

Ocean freight rates strengthen; 台驊 posts its highest monthly revenue in more than 4 years for September

Published ・ Source Taiwan | 鉅亨網

Container shipping company 台驊 reported consolidated revenue of NT$2.996 billion in September, a more than 4-year high, driven mainly by surging ocean freight rates and its expansion of air freight services to high-tech clients.

Facts

  • 台驊 reported consolidated revenue of NT$2.996 billion in September, its highest monthly total in more than 4 years.
  • 台驊's ocean freight revenue rose 172.81% year over year in September.
  • 台驊's air freight revenue rose 27.01% year over year in September.
  • 台驊's consolidated revenue for the first 3 quarters rose 25.53% year over year.
  • 台驊 is expanding its customer base and freight forwarding business through operating locations in China and Southeast Asia.

Companies mentioned:台驊

Revenue Flash - 日月光投控 (3711) September revenue of NT$88.13 billion, up as much as 45.52% year over year

Published ・ Source Taiwan | 鉅亨網

日月光投控 (3711) reported September 2026 revenue of NT$88.13 billion, up 45.52% year over year, marking a strong performance. Revenue for the first 9 months exceeded NT$600 billion, up 30.25% year over year, reflecting robust operating growth.

Facts

  • 日月光投控's September 2026 revenue was NT$88.13 billion, up 45.52% year over year and 7.15% month over month.
  • 日月光投控's cumulative revenue from January to September this year was NT$608.887 billion, up 30.25% year over year.
  • 日月光投控's latest share price is NT$762. Over the past 5 days, its share price rose 2.7%, outperforming the semiconductor industry, which fell -2.02%.
  • Over the past 5 days, the net trading by the three major institutional investors in 日月光投控 totaled +4975 lots, including net buying of +6579 lots by foreign investors and net selling of -2593 lots by investment trusts.
  • 日月光投控 operates in the semiconductor industry, and its main business is H201010 general investment.

Companies mentioned:日月光投控、日月光投控(3711-TW)

Revenue Flash - 大聯大 (3702) September revenue of NT$219.595 billion, up as much as 146.49% year over year

Published ・ Source Taiwan | 鉅亨網

大聯大(3702-TW) reported September 2026 revenue of NT$219.595 billion, up 146.49% year over year, marking significant growth. Revenue for the first 9 months reached NT$1.28 trillion, and institutional investors continued to make net purchases, indicating a positive market view of its operating performance.

Facts

  • 大聯大's September 2026 revenue was NT$219.595 billion, up 146.49% year over year.
  • 大聯大's cumulative revenue from January to September this year was NT$1.28 trillion, up 72.46% year over year.
  • Net trading by the three major institutional investors over the past 5 days totaled +9427 lots.
  • 大聯大's latest share price is NT$116. Its share price fell -2.52% over the past 5 days.
  • 大聯大 operates in the electronics distribution industry.

Companies mentioned:大聯大、大聯大(3702-TW)

Original營收速報 - 鼎固-KY(2923)9月營收5.74億元年增率高達131.26%

Published ・ Source Taiwan | 鉅亨網

Original鼎固-KY(2923)公布2026年9月營收5.74億元,年增131.26%,累計前九月營收62.63億元,年增156.5%,展現強勁成長動能。

Facts

  • 鼎固-KY(2923-TW)'s revenue in September 2026 was NT$574 million.
  • 鼎固-KY(2923-TW)'s revenue in September 2026 was up 131.26% year over year.
  • 鼎固-KY(2923-TW)'s cumulative revenue from January to September this year was NT$6.263 billion.
  • 鼎固-KY(2923-TW)'s latest share price is NT$24.3.
  • Net trading by the three major institutional investors in 鼎固-KY(2923-TW) over the past 5 days totaled -56 lots.

Companies mentioned:鼎固-KY、鼎固-KY(2923)、鼎固-KY(2923-TW)

Revenue Flash - 王道銀行 (2897) September revenue of NT$971 million, up as much as 43.03% year over year

Published ・ Source Taiwan | 鉅亨網

王道銀行 (2897) reported September 2026 revenue of NT$971 million, up 43.03% year over year. Revenue for the first 9 months totaled NT$9.711 billion, up 26.72% year over year. Recent trading flows show net selling, with notable selling by foreign investors.

Facts

  • 王道銀行's September 2026 revenue was NT$971 million.
  • 王道銀行's September revenue was up as much as 43.03% year over year.
  • 王道銀行's September revenue fell 14.9% month over month.
  • 王道銀行's cumulative revenue from January to September this year was NT$9.711 billion.
  • Net trading by the three major institutional investors over the past 5 days totaled -2228 lots.

Companies mentioned:王道銀行、王道銀行(2897-TW)

2026 Nobel Prize in Economic Sciences announced; U.S. scholars Hall and Woodford share the honor

Published ・ Source Taiwan | 鉅亨網

The Royal Swedish Academy of Sciences announced that the 2026 Nobel Prize in Economic Sciences was awarded to Stanford University's Hall and Columbia University's Woodford for their contributions to establishing microeconomic foundations for macroeconomic stability. Their work provides a theoretical basis for global central bank policy. The prize is worth 12 million Swedish kronor.

Facts

  • The 2026 Nobel Prize in Economic Sciences was jointly awarded to Stanford University professor Hall and Columbia University professor Woodford.
  • The two laureates were recognized for their outstanding contributions to the field of 「microeconomic foundations of macroeconomic stability」.
  • The total prize money for the 2026 Nobel Prize in Economic Sciences is 12 million Swedish kronor.
  • The official name of the Nobel Prize in Economic Sciences is the 「Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel」.
  • The Nobel Prize in Economic Sciences was established by Sweden's central bank in 1968 and has been awarded since 1969.

〈Taiwan dollar〉 Stocks and currency markets swing; currency at one point falls more than 1 jiao, then pares losses to narrowly hold the NT$31.9 level

Published ・ Source Taiwan | 鉅亨網

Taipei's stock and currency markets were volatile after the Double Tenth holiday. The New Taiwan dollar was sharply lower at one point, pressured by the Middle East situation and oil prices, but narrowly held the NT$31.9 level after central bank intervention. Taiwan stocks opened lower and moved higher, with the weighted index closing at 49301.96 points. Foreign investors recorded net sales of more than NT$52.1 billion.

Facts

  • The New Taiwan dollar briefly plunged by more than 1 jiao against the U.S. dollar, then closed at 31.895, down 2 cents.
  • Central bank intervention eased the New Taiwan dollar's decline, helping it narrowly hold the NT$31.9 level.
  • Trading in the Taipei and Yuanta foreign exchange markets totaled US$2.717 billion.
  • The Korean won strengthened 0.79%, while major Asian currencies moved in mixed directions.
  • Taiwan's weighted stock index closed down 11.48 points at 49301.96 points.
  • Foreign investors recorded net sales of NT$52.198 billion today.
  • The market estimates a 19.4% probability that the Federal Reserve will raise interest rates by at least 1 quarter-point this month.

安碁科技 completes offering of NT$300 million face-value CB; self-reported September return to profit, EPS of NT$0.19

Published ・ Source Taiwan | 鉅亨網

安碁科技 completed an offering of NT$300 million in unsecured convertible bonds, raising NT$306 million to fund business expansion. Revenue and earnings returned to positive territory in September, and analysts see growth momentum from oscillators for AI applications.

Facts

  • 安碁科技 today (12) completed an offering of unsecured convertible bonds with a face value of NT$300 million. The bonds were issued at a price of 102, raising a total of NT$306 million.
  • 安碁科技 reported September revenue of NT$67.75 million, up 1.24% month over month and 32.88% year over year. Self-reported net income after tax was NT$9.36 million, turning a loss in the same period last year into a profit, with earnings per share of NT$0.19.
  • Revenue in the first half of this year was NT$364 million, with net income after tax of NT$38.54 million, up 3.72 times year over year, and earnings per share of NT$0.77.
  • Automotive products accounted for about 52% of revenue, while industrial control products accounted for 12%.
  • Analysts estimate earnings per share of NT$1.97 and NT$3.6 for 2026 and 2027, respectively, with a target price of NT$85 and a 「Buy」 rating.

Companies mentioned:安碁科技

Original【量大強漲股整理】【 3265 台星科】【 2340 台亞】【6742澤米】【3624光頡】台股4.9萬點別亂追!10月主流大洗牌,【 台星科】漲停⊕後【Q4黑馬股】提前曝光!

Published ・ Source Taiwan | 鉅亨網

Taiwan’s weighted index closed at 49301.96 points, with the three major institutional investors posting combined net sales of NT$59.369 billion. 大立光 was expected to hit the daily limit on prospects for its FAU business, while AI-related stocks such as 台星科 and 澤米 attracted attention. Analyst Chuang Chia-ying recommended focusing on AI, semiconductors and the optical supply chain, while monitoring the impact of developments in the Middle East and U.S. inflation data.

Facts

  • The weighted index fell 11.48 points at the close to 49301.96, with trading value of NT$843.932 billion.
  • Foreign investors recorded net sales for four consecutive days, totaling NT$52.198 billion; investment trusts posted net buying for two consecutive days, totaling NT$7.123 billion.
  • 大立光 shares fell to an intraday low of NT$6,355 before rebounding sharply to the limit-up price of NT$7,325.
  • 台積電 September revenue reached NT$511.857 billion, up 54.6% year over year.
  • 台星科 expects its capital expenditure to rise to NT$13.4 billion in 2026.
  • 高盛 set a price target of up to NT$10,000 for 大立光.
  • 長榮 shares hit the daily limit, while all three major container shipping companies posted year-over-year and month-over-month revenue growth in September.

Companies mentioned:台積電、長榮、萬海、陽明、志信、大立光、台星科、澤米、摩爾投顧莊、高盛、Google

[全國電子 investor conference AI summary] 2026/10/12

Published ・ Source Taiwan | 鉅亨網

全國電子 released its second-quarter 2026 financial results, with revenue edging down but profits remaining steady and its cash dividend payout ratio reaching 89.2%. The company is actively expanding its DC large-format stores and adopting generative AI applications to strengthen its online-merge-offline integration capabilities, while continuing to fulfill its ESG social responsibilities.

Facts

  • Cumulative consolidated revenue through the second quarter of 2026 reached NT$9.673 billion, down 1.6% year over year.
  • 全國電子's gross margin was 20.12%, up 0.58 percentage points year over year.
  • 全國電子's cash dividend payout ratio for 2025 reached 89.2%.
  • 全國電子 had 318 stores in total, including more than 80 DC large-format stores.
  • Home appliance products accounted for as much as 90% of 全國電子's total revenue.
  • 全國電子 replaces and upgrades its stores at a rate of about 10 to 15 a year, focusing on the new DC format of large stores spanning around one hundred ping.

Companies mentioned:全國電子、華山基金會、世界展望會

緯創 to invest more than NT$8 billion to expand AI investment

Published ・ Source Taiwan | 鉅亨網

緯創's board approved investment projects totaling NT$8.092 billion to upgrade its Kaohsiung and Hsinchu facilities and acquire a factory in Tainan, with the company committing fully to AI. Benefiting from demand for AI servers, the company posted record third-quarter revenue of NT$1.15 trillion and expects continued growth in the fourth quarter.

Facts

  • 緯創's board approved projects with total investment of NT$8.092 billion.
  • 緯創 added NT$6.5 billion in capital expenditure for building upgrades in Kaohsiung.
  • 緯創's third-quarter revenue reached NT$1.15 trillion, a record high for a single quarter.
  • 緯創 plans to purchase a factory in Tainan from 中強光電 within a budget of no more than NT$1 billion.

Companies mentioned:緯創、中強光電

Booming opportunities in humanoid and quadruped robots! KPMG's Robot Insights identifies four major opportunities for Taiwanese companies

Published ・ Source Taiwan | 鉅亨網

KPMG安侯建業 released a special report on insights into the robotics industry, analyzing the current state and future trends of Taiwan's robotics industry. It said Taiwan should seize four major opportunities—AI integration, component upgrades, application deployment and talent development across the ecosystem—to capture global opportunities in humanoid and quadruped robots. It also interviewed three Taiwanese companies, 上緯國際、東佑達 and 祥儀, for their perspectives.

Facts

  • KPMG安侯建業 said in its special report on insights into the robotics industry that Taiwan's foundations in semiconductors, ICT and precision manufacturing could help it seize global robotics opportunities.
  • According to KPMG's 2026 Global Manufacturing Technology Trends report, 87% of senior executives believe advanced technology will be key to companies' competitive advantage.
  • KPMG identified four major opportunities for Taiwan's robotics industry: integrating AI with precision manufacturing, upgrading key components and materials, accelerating real-world applications, and developing the ecosystem and talent.
  • 上緯國際控股 Chairman Tsai Chao-yang said the robotics market has shifted from product sales to overall solutions.
  • 東佑達自動化科技 Chairman Lin Tsung-te said humanoid robots are gradually moving toward commercialization, and the market focus will shift from technology demonstrations to evaluating application benefits and costs.

Companies mentioned:KPMG安侯建業、上緯國際控股、東佑達自動化科技、祥儀企業

Peak-season demand and new capacity propel 鮮活果汁-KY's third-quarter revenue to NT$1.83 billion, a record

Published ・ Source Taiwan | 鉅亨網

鮮活果汁-KY (1256-TW) benefited from the peak season for new-style tea drinks, the Mid-Autumn Festival holiday and the launch of its new smart factory in Kunshan in August. Its consolidated revenue for the third quarter of 2026 reached NT$1.83 billion, a record for a single quarter, while cumulative revenue for the first three quarters totaled NT$4.477 billion, up 38.13% year over year.

Facts

  • 鮮活果汁-KY's consolidated revenue in September 2026 was NT$562 million, down 13.45% month over month and up 33.8% year over year.
  • 鮮活果汁-KY's consolidated revenue in the third quarter of 2026 reached NT$1.83 billion, up 21.5% quarter over quarter and 26.7% year over year, a record for a single quarter.
  • 鮮活果汁-KY's cumulative consolidated revenue for the first three quarters of 2026 was NT$4.477 billion, up 38.13% year over year and exceeding its full-year 2025 total.
  • The new smart factory in Kunshan officially began mass production in August 2026.
  • 鮮活果汁-KY's gross margin in the second quarter of 2026 was 33.44%, with after-tax net profit of NT$205 million, up 77.39% quarter over quarter and 68.07% year over year, and EPS of NT$5.74.
  • 鮮活果汁-KY's consolidated revenue in the first half of 2026 was NT$2.648 billion, with a gross margin of 32.12%, up 4.27 percentage points year over year. After-tax net profit was NT$321 million, up 1.18 times year over year, and EPS was NT$8.98.
  • The new-style tea drink industry is entering a phase of more refined development, with brands placing greater emphasis on product innovation, supply-chain efficiency and food safety.

Companies mentioned:鮮活果汁-KY

中鋼 September revenue hits a 28-month high of NT$31 billion as traditional peak season lifts fourth-quarter steel market outlook

Published ・ Source Taiwan | 鉅亨網

中鋼 announced that September revenue hit a 28-month high of NT$31 billion. With global steel supply and demand improving and the traditional peak season approaching in the fourth quarter, the company expects the steel market to gradually improve.

Facts

  • 中鋼's September revenue reached NT$31 billion, a 28-month high, up 9.2% month over month and 27.1% year over year.
  • 中鋼's third-quarter revenue was NT$88.669 billion, up 0.2% quarter over quarter and 20.6% year over year.
  • 中鋼's group shipments in September totaled 1.041 million metric tons, 78,000 metric tons above the target of 963,000 metric tons.
  • Strong U.S. manufacturing demand has driven U.S. steel prices to a four-year high.
  • China's strict implementation of production cuts has continued to curb crude steel output, easing pressure from low-priced steel spilling into Asia.

Companies mentioned:中鋼

With the bull-market foundation intact, pullbacks are opportunities: 建榮、德宏、世芯、大立光⊕、天二科⊕、冠西電⊕

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks opened lower and fluctuated in the short term, closing at 49,301 points. External factors triggered profit-taking selling pressure, but bargain hunters helped limit the decline. The bullish structure remains to be confirmed, with 47,500 points a key support level.

Facts

  • Taiwan stocks closed at 49,301 points, with trading value of about NT$846.3 billion.
  • 台積電's third-quarter revenue was about NT$1.49 trillion, up about 50% year over year.
  • 台積電 is scheduled to hold its third-quarter investor conference on October 15.
  • The area around 47,500 points is seen as an important technical support level to watch.
  • Stocks in the optical communications and CPO supply chains, including 大立光 and 冠西電, are worth watching.

Companies mentioned:台積電、陽程、科嶠、均華、萬潤、友威科、志聖、旺矽、大立光、台表科、台星科、全友、冠西電、閎暉、聯光通、華新科、天二科、金山電、勤凱、倫元投顧

IMF chief: AI is a 'slow-motion tsunami' hitting global labor markets; policymakers must act now

Published ・ Source Taiwan | 鉅亨網

IMF chief Georgieva warned at the annual meeting in Bangkok that AI is hitting labor markets like a slow-motion tsunami, with 40% of jobs facing transformation. Policymakers must act immediately to address declining tax revenues and a youth employment crisis.

Facts

  • The IMF estimates that about 40% of jobs worldwide are at risk of being enhanced, downgraded or eliminated.
  • As many as 60% of jobs in advanced economies are highly exposed to AI.
  • Over the next 15 years, 1.2 billion young people will turn 18.
  • The widespread adoption of AI technology is estimated to bring an additional 0.5 to 1 percentage point of growth to advanced Asian economies.
  • The U.S. tech industry is seeing the first decline in demand for college graduates in a century.
  • AI is replacing routine and repetitive jobs while increasing demand in lower-wage fields such as construction.
  • IMF chief Georgieva delivered a warning at the annual meeting held in Bangkok.

Companies mentioned:國際貨幣基金、IMF、世界銀行

[Formosa Plastics Group earnings] Peak-season demand boosts September revenue at all four companies year over year; 南亞 hits a 54-month high

Published ・ Source Taiwan | 鉅亨網

The four companies in the Formosa Plastics Group posted combined September revenue of NT$169.769 billion, up 8.1% month over month and 51.9% year over year, mainly benefiting from a recovery in crude oil prices and strong demand for electronic materials. 台塑化 revenue rose 65.6% year over year, while 南亞 hit a 54-month high.

Facts

  • The four companies posted combined September revenue of NT$169.769 billion, up 8.1% month over month and 51.9% year over year.
  • Formosa Petrochemical's September revenue rose 65.6% year over year, the largest increase among the four major companies.
  • Nanya's September revenue reached NT$34.423 billion, a nearly 54-month high.
  • Formosa Plastics' September revenue was NT$15.018 billion, up 7.3% month over month and 7.1% year over year.
  • The average price of Dubai crude rose to US$113.7 per barrel in September, up US$25 from the previous month.

Companies mentioned:台塑化(6505-TW)、南亞(1303-TW)、台塑(1301-TW)、台化(1326-TW)

映泰 enters AIoT Taiwan 2026, unveiling a new EdgeComp edge computing system

Published ・ Source Taiwan | 鉅亨網

Board card and industrial computer maker 映泰(2399-TW) will participate in AIoT Taiwan 2026 from 10/20 to 10/22, showcasing for the first time new industrial motherboards and an EdgeComp system featuring dual platforms from 英特爾 and 輝達, as it vies for opportunities in edge AI and the Internet of Things.

Facts

  • Original映泰(2399-TW)將於10/20-10/22參加在台北南港展覽館一館登場的AIoT Taiwan 2026台灣國際人工智慧暨物聯網展。
  • 映泰 will showcase for the first time new industrial motherboards and an EdgeComp system featuring dual platforms from 英特爾(INTC-US) and 輝達(NVDA-US).
  • For its Intel platform lineup, 映泰 will launch several industrial motherboards covering the Intel W880 chipset platform, Panther Lake platform, Twin Lake platform, and the latest Wildcat Lake architecture.
  • 映泰 is highlighting 2 high-performance EdgeComp systems, including the MS-NAT5000, which integrates an NVIDIA Jetson Thor T5000 module powered by the Blackwell architecture.
  • The other model, MS-NANX, features the NVIDIA Jetson Orin NX platform and a compact, fanless system design, targeting real-time inference applications such as visual inspection and intelligent image analysis.

Companies mentioned:映泰、英特爾、輝達

盛新材料 expands its footprint, targeting AI, advanced packaging and high-power applications; to be listed on the emerging stock market on 10/15

Published ・ Source Taiwan | 鉅亨網

盛新材料(6930-TW) plans to be listed on the emerging stock market on October 15, with a reference price of NT$35 per share. Backed by 廣運集團 and 鴻海集團, the company focuses on SiC ingot and substrate manufacturing. Its revenue grew significantly in 2026, and it is actively expanding into the AI and advanced packaging markets.

Facts

  • 盛新材料 will be listed for trading on the emerging stock market on October 15 at a reference price of NT$35 per share.
  • 盛新材料's revenue for January-August 2026 reached NT$49.37 million, already exceeding its total for all of 2025.
  • 盛新材料's revenue for September 2026 was NT$7.81 million, up 87% year over year.
  • 盛新材料 has installed 65 crystal growth furnaces and is capable of producing conductive and semi-insulating SiC products.
  • 盛新材料's N-type conductive SiC products have advanced to the 8-inch specification and are mainly used in high-power electronic applications such as electric vehicles and solar inverters.
  • 盛新材料 was established by 廣運集團, with investment participation from 鴻海集團.

Companies mentioned:盛新材料、廣運集團、鴻海集團、第一金證券、OTC

Revenue Flash - 台塑化(6505) September revenue of NT$86.928 billion, up as much as 65.59% year over year

Published ・ Source Taiwan | 鉅亨網

台塑化(6505-TW) announced September 2026 revenue of NT$86.928 billion, up 65.59% year over year, indicating strong operating growth.

Facts

  • 台塑化's September 2026 revenue was NT$86.928 billion.
  • 台塑化's September 2026 revenue rose as much as 65.59% year over year.
  • 台塑化's September 2026 revenue rose 6.13% month over month.
  • 台塑化's cumulative revenue for January-September this year was NT$588.627 billion.
  • 台塑化's cumulative revenue for January-September this year rose 22.03% year over year.

Companies mentioned:台塑化、台塑化(6505-TW)

Revenue Flash - 群益證(6005) September revenue of NT$2.507 billion, up as much as 41.48% year over year

Published ・ Source Taiwan | 鉅亨網

群益證(6005) announced September 2026 revenue of NT$2.507 billion, up 41.48% year over year. Revenue for the first 9 months reached NT$26.805 billion, up 92.31% year over year, indicating strong operating performance.

Facts

  • 群益證(6005)'s revenue in September 2026 was NT$2.507 billion.
  • 群益證(6005)'s revenue in September 2026 rose 41.48% year over year.
  • 群益證(6005)'s cumulative revenue for January to September 2026 was NT$26.805 billion.
  • 群益證(6005)'s cumulative revenue for January to September 2026 rose 92.31% year over year.
  • 群益證(6005) had a net foreign investor trading balance of +463 lots over the past 5 days.

Companies mentioned:群益證

Revenue Flash - 星宇航空(2646) September revenue of NT$4.975 billion, up as much as 68.89% year over year

Published ・ Source Taiwan | 鉅亨網

星宇航空 announced September 2026 revenue of NT$4.975 billion, up a record 68.89% year over year, reflecting strong operating growth. Revenue for the first 3 quarters exceeded NT$44.8 billion. Although recent trading flows showed net selling, its share price still outperformed its peers.

Facts

  • 星宇航空's September 2026 revenue was NT$4.975 billion, up 68.89% year over year.
  • 星宇航空's cumulative revenue for January-September this year was NT$44.835 billion, up 37.12% year over year.
  • 星宇航空's latest share price was NT$20.15, and its share-price gain outperformed the industry index.
  • Over the past 5 days, the combined net trading balance of the 3 major institutional investors was -963 lots, including -534 lots for foreign investors.
  • 星宇航空 operates in the shipping industry, with its main business in civil aviation transportation.

Companies mentioned:星宇航空、星宇航空(2646-TW)

Revenue Flash - 中鋼(2002) September revenue of NT$31.001 billion, up as much as 27.13% year over year

Published ・ Source Taiwan | 鉅亨網

中鋼(2002) announced September 2026 revenue of NT$31.001 billion, up 27.13% year over year, marking a strong performance. Revenue for the first 9 months also grew 6.16%, reflecting a recovery in steel demand or the effects of increased capacity utilization.

Facts

  • 中鋼(2002)'s revenue in September 2026 was NT$31.001 billion.
  • 中鋼(2002)'s revenue in September 2026 rose 27.13% year over year.
  • 中鋼(2002)'s revenue in September 2026 rose 10.92% month over month.
  • 中鋼(2002)'s cumulative revenue for January to September 2026 was NT$256.672 billion.
  • 中鋼(2002)'s cumulative revenue for January to September 2026 rose 6.16% year over year.
  • 中鋼(2002) had a combined net trading balance of +28303 lots for the 3 major institutional investors over the past 5 days.
  • 中鋼(2002)'s latest share price was NT$19.2.

Companies mentioned:中鋼(2002)、中鋼(2002-TW)

Revenue Flash - Taiwan Glass (1802) September revenue of NT$4.968 billion, up as much as 34.11% year over year

Published ・ Source Taiwan | 鉅亨網

台玻(1802-TW) announced September 2026 revenue of NT$4.968 billion, up 34.11% year over year. Revenue for the first 9 months totaled NT$36.442 billion, up 18.69% year over year, while the share price also rose and saw net buying by institutional investors.

Facts

  • 台玻(1802-TW)'s September 2026 revenue was NT$4.968 billion, up 34.11% year over year.
  • 台玻(1802-TW)'s cumulative revenue for January-September this year was NT$36.442 billion, up 18.69% year over year.
  • 台玻(1802-TW)'s latest share price was NT$63.5, and its share price rose 7.39% over the past 5 days.
  • The combined net trading balance of the 3 major institutional investors was +16961 lots over the past 5 days.
  • 台玻(1802-TW)'s main business is the manufacture and sale of flat glass.

Companies mentioned:台玻(1802-TW)

Revenue Flash - 中纖(1718) September revenue of NT$3.378 billion, up as much as 32.11% year over year

Published ・ Source Taiwan | 鉅亨網

中纖(1718) announced September 2026 revenue of NT$3.378 billion, up 32.11% year over year. Revenue for the first 9 months totaled NT$36.22 billion, up 5.4% year over year. Its share price has performed strongly recently, rising 13.49%, although institutional investors' trading flows showed net selling.

Facts

  • 中纖(1718)'s revenue in September 2026 reached NT$3.378 billion.
  • 中纖(1718)'s revenue in September 2026 rose 32.11% year over year.
  • 中纖(1718)'s revenue in September 2026 fell 19.18% month over month.
  • 中纖(1718)'s cumulative revenue for January to September this year was NT$36.22 billion.
  • 中纖(1718)'s latest share price was NT$12.1, and its share price rose 13.49% over the past 5 days.
  • 中纖(1718) recorded net buying/selling of -5204 lots by the three major institutional investors over the past 5 days.
  • 中纖(1718) recorded net foreign investor buying/selling of -7281 lots over the past 5 days.
  • 中纖(1718) recorded net dealer buying/selling of +2121 lots over the past 5 days.

Companies mentioned:中纖、中纖(1718)、中纖(1718-TW)

Revenue Flash - 台化(1326) September revenue of NT$33.4 billion, up 44.78% year on year

Published ・ Source Taiwan | 鉅亨網

台化(1326-TW) reported September 2026 revenue of NT$33.4 billion, up 44.78% year on year, signaling strong business growth. Revenue for the first 9 months also posted double-digit growth.

Facts

  • 台化(1326-TW) revenue in September 2026 was NT$33.4 billion.
  • 台化(1326-TW) revenue in September was up 44.78% year on year.
  • 台化(1326-TW) revenue in September was up 9.3% month on month.
  • 台化(1326-TW) revenue for January-September this year totaled NT$264.129 billion.
  • 台化(1326-TW) revenue for January-September this year was up 18.96% year on year.

Companies mentioned:台化(1326-TW)

Revenue Flash - 南亞(1303) September revenue of NT$34.423 billion, up 55.26% year on year

Published ・ Source Taiwan | 鉅亨網

南亞(1303-TW) reported September 2026 revenue of NT$34.423 billion, up 55.26% year on year. Revenue for January-September this year totaled NT$247.84 billion, up 26.81% year on year, while its share price and market positioning have both shown strength recently.

Facts

  • 南亞(1303-TW) revenue in September 2026 was NT$34.423 billion, up 55.26% year on year and 12.49% month on month.
  • 南亞 revenue for January-September this year totaled NT$247.84 billion, up 26.81% year on year.
  • 南亞 was recently priced at NT$303, with its share price up 19.23% over the past 5 days; the plastics industry rose 16.8%.
  • Original南亞(1303-TW)所屬產業為塑膠工業,主要業務為各種塑膠加工品、塑膠原料、電子材料、聚酯纖維之製銷,及染整加工、配電盤。
  • Original近6個月營收依序為:2026年4月276.81億(年增19%、月增2%)、5月288.31億(31%、4%)、6月271.35億(32%、-6%)、7月305.73億(45%、13%)、8月306.01億(47%、0%)、9月344.23億(55%、12%)。

Companies mentioned:南亞

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