[ＳＯＭＰＯアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—28th period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
SOMPOアセットマネジメント filed its securities report for the 28th period (2025/7–2026/7) on Oct. 14, 2026. Net assets and revenue increased significantly, indicating strong investment performance.
[アライアンス・バーンスタイン株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—10th period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
アライアンス・バーンスタイン filed its 10th-period securities report, reporting declines in net assets and operating profit. The period covered January (1) through July (7), 2026.
Facts
アライアンス・バーンスタイン株式会社 filed a securities report on Oct. 14, 2026.
Liquid assets in investment trust beneficiary certificates declined from the end of the previous period to the end of the current period.
The fund invests primarily in bonds and other assets from around the world, including Japan, with the aim of achieving long-term growth in trust assets.
[三菱ＵＦＪアセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 45th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
三菱ＵＦＪ Asset Management filed its securities report for the 45th fiscal period (2026/01-07). Assets fell to 902.6 million yen, and an operating loss of 16.11 million yen was recorded.
Facts
The reporting period covered by the securities report filed by 三菱ＵＦＪアセットマネジメント株式会社 runs from January 16, 2026, to July 15, 2026.
Total assets at the end of the period were 902,602,609 yen, down from 1,063,033,694 yen at the end of the previous period.
Operating income or loss for the period was a loss of -16,113,456 yen.
[ＳＯＭＰＯアセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 27th Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ＳＯＭＰＯ Asset Management filed its securities report for the 27th fiscal period, reporting increases in total assets and operating income, as well as a substantial improvement in the return of its flagship fund.
Facts
ＳＯＭＰＯ Asset Management filed its securities report for the 27th fiscal period on October 14, 2026.
Total assets for the 27th fiscal period were 9,397,789,838 yen.
The return for the 27th calculation period of the Sompo Japan Japanese Equity Fund was 56.4%.
Operating income for the 27th fiscal period was 3,377,259,733 yen.
[ＳＯＭＰＯアセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 27th Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ＳＯＭＰＯ Asset Management filed its securities report for the 27th fiscal period. It posted assets of 64.1 billion yen and net income of 24.3 billion yen, and reported a strong return of 60.3%.
Facts
ＳＯＭＰＯアセットマネジメント株式会社 filed its securities report for the 27th fiscal period on October 14, 2026.
Total assets for the 27th fiscal period were 64,151,092,627 yen.
Operating income for the period was 24,299,163,644 yen.
The return for the 27th calculation period was 60.3%.
[大和アセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 9th Fiscal Period (2026/01/21–2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
Daiwa Asset Management filed its securities report for the 9th fiscal period. The net loss for the period was approximately 270 million yen, and the asset scale contracted.
Facts
Daiwa Asset Management filed a securities report on October 14, 2026.
The fund invests in shares and other securities of companies operating subscription-based businesses.
The return for the 9th calculation period was △2.7%.
[三菱ＵＦＪアセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 46th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
三菱ＵＦＪ Asset Management filed its 46th-period report for beneficiary securities of domestic investment trusts. Operating income fell substantially from the previous period, and net assets are also trending downward.
Facts
三菱ＵＦＪ Asset Management filed a securities report on October 14, 2026.
Operating income for the 46th fiscal period was 1,028,467,534 yen.
Operating income in the previous period was 6,667,671,917 yen, and it fell substantially in the current period.
Total net assets at the end of the period were 63,066,734,631 yen.
The trust fund's maximum amount is set at ¥1 trillion.
[ＳＯＭＰＯアセットマネジメント株式会社] Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 26th Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ＳＯＭＰＯアセットマネジメント filed its securities report for the 26th fiscal period (2025/07/16-2026/07/15), revealing that operating profit reached approximately ¥12 billion and net assets approximately ¥44.7 billion.
Facts
ＳＯＭＰＯアセットマネジメント株式会社 filed a securities report on October 14, 2026.
Net assets at the end of the period were ¥44,680,572,160.
[明治安田アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 25th Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
明治安田アセットマネジメント filed its securities report for the 25th fiscal period. Total assets were approximately ¥2.1 billion, net assets increased, and operating profit reached approximately ¥108.6 million.
Facts
明治安田アセットマネジメント株式会社 filed a securities report on October 14, 2026.
Total assets for the 25th fiscal period stood at ¥2,115,965,353.
Operating profit for the period was ¥108,567,912.
Funds such as フコク株25大河等 are managed with the aim of achieving medium- to long-term growth.
[三井住友ＤＳアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 40th Fiscal Period (2026/01/20–2026/07/17)
Published ・ Source Japan | EDINET 金融庁開示
三井住友ＤＳアセットマネジメント filed the securities report for the 40th fiscal period of the investment trust 「三井住友・グローバル・リート・プラス」. Net assets at the end of the period were approximately ¥2.02448 billion, and the return was 8.5%.
[ＳＯＭＰＯアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—28th period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ＳＯＭＰＯアセットマネジメント filed its securities report for the 28th fiscal period. It reported total assets of approximately ¥2.996 billion and operating profit of approximately ¥218 million, and disclosed the operating status of its foreign equity master fund.
Facts
ＳＯＭＰＯアセットマネジメント株式会社 filed a securities report.
Total assets at the end of the period were ¥2,995,649,554.
Operating profit for the period was ¥217,790,393.
Current assets in the parent investment trust beneficiary certificates were ¥2,942,591,295 at the end of the period.
Current liabilities were ¥94,119,957 at the end of the period.
[大和アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 23rd Fiscal Period (2026/01/22–2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
大和アセットマネジメント filed its report for the 23rd fiscal period for beneficiary certificates of domestic investment trusts. It recorded an increase in net assets and a positive return.
Facts
大和アセットマネジメント株式会社 filed a securities report for beneficiary certificates of domestic investment trusts (23rd fiscal period).
Total net assets at the end of the period (as of July 31, 2026) were ¥10,057,753,836.
[三井住友ＤＳアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 45th Fiscal Period (2026/01/20–2026/07/17)
Published ・ Source Japan | EDINET 金融庁開示
Mitsui Sumitomo DS Asset Management submitted the 45th-period report for 三井住友・グローバル・リート・オープン. Net assets at period-end were about 25.9 billion yen, the return was 4.9%, and operating profit fell from the previous period to about 1.2 billion yen.
The return for the 45th period (2026/01/20－2026/07/17) was 4.9%.
Operating profit or loss for the current period was 1,215,383,274 yen.
The liquid assets of the parent investment trust beneficiary securities declined from the end of the previous period to the end of the current period, reaching 25,404,491,883 yen.
【三井住友トラスト・アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－27th Period (2026/01/15－2026/07/14)
Published ・ Source Japan | EDINET 金融庁開示
三井住友トラスト・アセットマネジメント submitted the 27th-period securities report for beneficiary securities of domestic investment trusts. Operating revenue for the current period fell sharply from the previous period to about 26.09 million yen, and the company posted an operating loss of about 10.73 million yen. Its asset base also continued to contract.
Facts
Operating revenue for the 27th period was 26,096,237 yen, a sharp decline from 665,582,642 yen in the previous period.
The company posted an operating loss of 10,729,510 yen for the current period, compared with operating profit of 627,511,039 yen in the previous period.
At the end of the current period (as of July 14, 2026), total assets were 4,502,513,116 yen and total net assets were 4,470,527,700 yen.
【三井住友トラスト・アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－22nd Period (2026/01/15－2026/07/14)
Published ・ Source Japan | EDINET 金融庁開示
三井住友トラスト・アセットマネジメント submitted its securities report for the 22nd period (2026/01-07). It recorded an operating loss for the current period, and its asset base also contracted.
Facts
The fund's trust principal limit is capped at 200 billion yen.
【大和アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－25th Period (2026/01/22－2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
大和アセットマネジメント submitted a securities report for beneficiary securities of domestic investment trusts on October 14, 2026. Net assets for the 25th period were about 13.1576 billion yen, operating profit was about 1.66844 billion yen, and the return was 13.6%.
Facts
Operating profit for the 25th period (January 22 to July 21, 2026) was 1,668,443,609 yen.
Total net assets as of July 31, 2026, were 13,161,142,875 yen.
The return for the 25th accounting period was 13.6%.
Original2026年7月31日時点の１単位当たり純資産額は2.3871円である。
The securities report was filed at 09:03 on October 14, 2026.
[三井住友ＤＳアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 40th Fiscal Period (2026/01/20–2026/07/17)
Published ・ Source Japan | EDINET 金融庁開示
Mitsui Sumitomo DS Asset Management submitted the securities report for グローバル不動産投信. Net assets at the end of the current period were about 590 million yen, and the return was 5.1%.
Facts
Mitsui Sumitomo DS Asset Management submitted the securities report for グローバル不動産投信（隔月決算型）.
Total net assets at the end of the current period were 591,420,233 yen.
The return for the specified 40th period was 5.1%.
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－3rd Period (2025/07/15－2026/07/14)
Published ・ Source Japan | EDINET 金融庁開示
アセットマネジメントＯｎｅ株式会社 submitted the securities report for the 3rd period covering July 15, 2025, to July 14, 2026, on October 14, 2026. Net income for the current period was about 50 million yen, and total net assets were about 6.56 billion yen.
Facts
アセットマネジメントＯｎｅ株式会社 submitted a securities report on October 14, 2026.
Net income for the 3rd period was 50,636,187 yen.
Total net assets at the end of the current period were 6,558,570,388 yen, and the number of issued units was 6,490,887,991.
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－6th Period (2025/07/15－2026/07/14)
Published ・ Source Japan | EDINET 金融庁開示
The summary of this item is not shown
Facts
The period covered by the securities report submitted by アセットマネジメントＯｎｅ株式会社 runs from July 15, 2025, to July 14, 2026.
Operating revenue for the 6th period was 75,017,249,222 yen, down from 122,892,248,129 yen in the previous period.
At the end of the current period, total assets were 935,970,286,101 yen, total liabilities were 2,500,192,660 yen, and total net assets were 933,470,093,441 yen.
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Securities of Domestic Investment Trusts)－21st Period (2025/07/16－2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
野村アセットマネジメント submitted the 21st-period securities report for 世界REITファンド. Assets totaled about 9.1 billion yen, and operating profit was about 10.4 million yen.
Facts
The fund's principal underlying investments are REITs in countries around the world.
Total assets at the end of the current period were 910,665,455 yen.
Class A generally hedges against foreign exchange risk.
The trust principal limit is 250 billion yen for each fund.
Why would a universal NT$20,000 payout require borrowing? Finance minister: Central government’s new tax revenue is only NT$250 billion
Published ・ Source Taiwan | 中央社 CNA
Finance Minister Chuang Tsui-yun said that, because of amendments to the Act Governing the Allocation of Government Revenues and Expenditures, the central government had only NT$250 billion in new tax revenue. Increasing the universal cash payout to NT$20,000 would require a special budget and borrowing, potentially undermining fiscal stability. She also noted that the government would need to borrow NT$208.5 billion this year because of a supplementary budget.
Facts
A universal handout of NT$20,000
The central government has about NT$250 billion in new tax revenue
Tax revenue nationwide is up about NT$700 billion from the same period last year
Local governments, meanwhile, have NT$450 billion in additional revenue
Budget NT$235.7 billion for the universal cash payout
The payout would exceed NT$470 billion
Would require NT$607.6 billion in spending
The government must borrow NT$208.5 billion this year
Online love interest asks man to buy game credits for emergency; Taichung man nearly scammed, police intervene
Published ・ Source Taiwan | 中央社 CNA
A man surnamed Li in Taichung met a woman online who went by “Xiao Xiao” through a dating app, and the two began an online relationship. She said she was short on living expenses and asked him to buy NT$20,000 in game credits for an emergency. The man’s unusual behavior while making the purchase at a convenience store caught the manager’s attention, who called police. Officers confirmed it was a scam and stopped the transaction, preventing a loss.
Hualien mayoral candidate suspected of violating Anti-Infiltration Act; released on NT$60,000 bail
Published ・ Source Taiwan | 中央社 CNA
A Hualien mayoral candidate surnamed Chang, suspected of violating the Anti-Infiltration Act, was released on NT$60,000 bail as ordered by prosecutors. An independent councilor and candidate surnamed Yang was detained over suspected embezzlement of public funds.
Facts
Ordered released on NT$60,000 bail
Previously ran unsuccessfully for Taipei City Council 4 times on behalf of the New Party
Searched 10 locations, including the homes of the candidates surnamed Chang and Yang
Brought 4 people in for questioning
An amount of approximately several million dollars
Another 2 staff members were released on bail of NT$30,000 and NT$10,000, respectively
Hidden recording device discovered in OpenAI office; Saudi engineer arrested
Published ・ Source Taiwan | 中央社 CNA
A hidden recording device was found in OpenAI’s San Francisco office. A 35-year-old Saudi engineer, Abdulrahman Alfozan, was arrested by federal prosecutors on the 9th of this month on suspicion of placing the device and attempting to intercept oral communications.
Facts
A 35-year-old Saudi engineer
Arrested on the 9th of this month
Joined OpenAI in July 2025
Faces up to 5 years in prison
And a fine of $250,000
Expected to appear in court on the 19th of this month
China’s CPI rose 0.9% year on year in September, remaining relatively low
Published ・ Source Taiwan | 中央社 CNA
中國國家統計局 reported that China’s CPI rose 0.9% year on year in September. The increase was larger than the previous month but remained relatively low; core CPI rose 1.0% year on year.
Facts
The consumer price index (CPI) rose 0.9% year on year in September
The increase widened by 0.1 percentage points from the previous month
Up 0.2% month on month
The increase was 0.2 percentage points lower than the previous month
Core CPI rose 1.0% year on year in September
Prices in urban areas rose 0.9%
Prices in rural areas rose 0.8%
Food prices fell 1.7%
Non-food prices rose 1.5%
Consumer goods prices rose 1.0%
Service prices rose 0.8%
Prices rose an average of 0.9% from the same period last year during January to September
Prices for food, tobacco, alcohol and dining out fell 0.9% year on year
Contributed about 0.26 percentage points to September’s CPI decline
Housing prices fell 0.3% year on year
Prices for food, tobacco, alcohol and dining out rose 0.2% month on month
Contributed about 0.06 percentage points to the CPI increase
China’s CPI inflation in September was around 1.0% year on year
13 children killed in boat capsizing on India’s Ganges; Modi expresses condolences and announces compensation
Published ・ Source Taiwan | 中央社 CNA
A boat capsized on the Ganges in Vaishali district, Bihar, India, killing 13 children under the age of 15. Indian Prime Minister Modi expressed his condolences and announced compensation for the victims’ families.
U.S. defense startups flock to Taiwan to build a non-China drone supply chain
Published ・ Source Taiwan | 中央社 CNA
U.S. defense startups such as 安杜里爾 and 浩劫人工智慧公司 are flocking to Taiwan to seek partnerships in building a non-China drone supply chain. 台船公司 selected HavocAI as its partner for a Navy unmanned vessel contract, while Taiwan’s National Applied Research Laboratories signed a joint production agreement with 安杜里爾 to meet U.S. military security requirements and procurements under Taiwan’s defense budget.
Su Chiao-hui says she will not mock opponents over poll lead; Lee Chuan: Polls are for reference
Published ・ Source Taiwan | 中央社 CNA
The latest New Taipei mayoral election poll shows DPP candidate Su Chiao-hui leading KMT candidate Lee Chuan. Su said she would not mock or attack her opponent over the poll results, while Lee Chuan’s campaign office stressed that polls are for reference only.
Reconstruction of 2 bridges in Fuli, Hualien, damaged by earthquake; Mingli Bridge demolition and drill scheduled for Oct. 20
Published ・ Source Taiwan | 中央社 CNA
The Luntian and Mingli bridges in Fuli Township, Hualien, were damaged in the 918 earthquake and are both being rebuilt at their original sites. The Luntian Bridge is expected to reopen by the end of October. Reconstruction of the Mingli Bridge has been delayed by budget and design changes; 花防部 will conduct a bridge pier demolition drill on October 20, which will also serve as a military exercise. The township office urged residents to follow traffic controls and stay away from restricted areas.
Brazilian Children’s Day: 聖保羅台灣僑社 joins forces with community to support disadvantaged children
Published ・ Source Taiwan | 中央社 CNA
During Brazil’s Children’s Day period, 聖保羅台灣僑社 joined forces with community groups to hold several charity events in support of disadvantaged children. Activities included toy donations, distribution of supplies and charity sales, aiming to give back to Brazilian society and strengthen grassroots ties between Taiwan and Brazil.
Shohei Ohtani slumps in the postseason, blames “his own ability”
Published ・ Source Taiwan | 中央社 CNA
Shohei Ohtani has fallen into a slump in the National League Championship Series. Asked by the media why his hitting has been poor despite his injury improving, he blamed “his own ability” and confirmed he will still start.
Facts
The 道奇隊 trail 密爾瓦基釀酒人 0-2
Game 3 of the National League Championship Series
Original美國職棒7戰4勝制的國家聯盟冠軍賽
Shohei Ohtani was placed on the injured list on September 11
until he returned to the 道奇隊 lineup on September 23
Hong Kong government extends terms for 3 TV stations but calls for more national education programming
Published ・ Source Taiwan | 中央社 CNA
The Hong Kong government approved 12-year renewals for the free-to-air television licenses of Hong Kong's 電視娛樂, 無綫 and 開電視, easing operating restrictions and reducing program-hour requirements, but requiring national education programs to be put in a separate category and increasing the required weekly airtime from half an hour to one hour.
Facts
3 local TV stations
Extending the operating licenses of 3 local TV stations by 12 years
For 12 years
Create a new “National Education” category out of the existing “Current Affairs” category and increase the required weekly airtime for such programs from half an hour to one hour
Increase the required weekly airtime from half an hour to one hour
Responding to Taipei Mayor Chiang Wan-an’s proposal to relocate Songshan Airport and build an AI park, Deputy Transportation Minister Lin Kuo-hsien said Songshan Airport is an important domestic-route hub and medical referral point for outlying islands, and complements Taoyuan Airport. He said the proposal should be carefully considered before concrete arrangements are in place.
Facts
Turn the 300-hectare site into a Taipei AI park
Original近年松山機場國內線往返運量占全國約5成
Original去年往來金門、馬祖及澎湖3大離外島地區約239萬人次
Accounted for 92%
Passenger demand during holiday periods is 1.5 times that of regular periods
There were as many as 1322 flights last year
There were 1185 flights from January to September this year
Motorcyclist falls into irrigation ditch on Jiaotan Road in Fengyuan, Taichung; dies after being taken to hospital
Published ・ Source Taiwan | 中央社 CNA
A 37-year-old motorcyclist surnamed Wang in Fengyuan District, Taichung, apparently struck a guardrail and fell into the water while traveling on Jiaotan Road early this morning. Firefighters found him with no signs of life in a downstream irrigation ditch. He died after being taken to hospital. Police are investigating the cause of the crash.
UK prime minister to host Zelensky, signaling firm support as aid for Ukraine is increased
Published ・ Source Taiwan | 中央社 CNA
British Prime Minister 柏南 will host Ukrainian President Volodymyr Zelensky in London, reaffirming “rock-solid” support for Ukraine and preparing a new package of sanctions, military aid and financial support. The move comes amid turmoil after U.S. President Donald Trump criticized Zelensky and unilaterally announced an “energy ceasefire”; Western allies oppose a proposal to allow Russia to export diesel.
Siraya people recognized by Executive Yuan in July; 1336 people have completed identity registration
Published ・ Source Taiwan | 中央社 CNA
The Siraya people were recognized by the Executive Yuan in July as an Indigenous group of the Plains, and 1336 people had completed identity registration by the end of September.
Facts
1336 people have completed identity registration
12,178 people have applied to be listed on the ethnic group membership register
Applications for recognition of 9 ethnic groups, among others
On Songshan Airport relocation proposal, Wellington Koo says it is part of defense resilience and warrants careful assessment
Published ・ Source Taiwan | 中央社 CNA
Taipei Mayor Chiang Wan-an is planning to relocate Songshan Airport and build an AI park. Defense Minister Wellington Koo said the airport has military duties and is part of defense resilience, and that any relocation must be carefully assessed to ensure defense capabilities are not affected.
21 Chinese military aircraft and vessels operate around Taiwan Strait; military keeping close watch and responding
Published ・ Source Taiwan | 中央社 CNA
The Ministry of National Defense said that from 6 a.m. yesterday to 6 a.m. today, it detected 9 sorties by Chinese military aircraft crossing the median line and entering northern, central, southwestern and eastern airspace, as well as 6 Chinese military vessels and 6 government ships. A total of 21 Chinese military aircraft and vessels continued to operate around the Taiwan Strait, with the military keeping close watch and responding.
Facts
A total of 21 Chinese military aircraft and vessels
Taitung County farm road widening case involves alleged profiteering; Chiu Chia-ping’s detention extended by 2 months
Published ・ Source Taiwan | 中央社 CNA
The Taitung District Court ordered the detention of Chiu Chia-ping, a defendant in a Taitung County government farm road widening case involving alleged profiteering, extended by 2 months because the grounds for detention remain.
Former Chongqing mayor Huang Qifan investigated; speculation abounds over reasons for his downfall
Published ・ Source Taiwan | 中央社 CNA
Former Chongqing Mayor Huang Qifan is under investigation for disciplinary violations. Observers speculate that the case may be linked to the investigation of senior Chongqing financial officials and a crackdown on the 中國國際經濟交流中心.
New White House press secretary Zakaria makes debut; bar admission becomes a talking point
Published ・ Source Taiwan | 中央社 CNA
New White House press secretary Zakaria made her first appearance at a briefing, which lasted less than 15 minutes. Her bar admission credentials sparked controversy after she said she had passed the exam in “China,” where foreigners are not permitted to practice law, and no exam records could be found in any U.S. state. Separately, the Trump administration asked U.S. Ambassador to Greece 季伏爾 to resign over a bribery scandal.
Facts
3 reporters
Less than 15 minutes
Late August
2011
2013
2024
2025
Companies mentioned：中央社、福斯新聞、華盛頓郵報、國會山莊報、領英、中倫律師事務所、Fix California
台積電 rises NT$20; Taiwan stocks gain 357 points early to 48,698 points
Published ・ Source Taiwan | 中央社 CNA
After U.S. stocks fell, the Philadelphia Semiconductor Index edged down, but gains in night-session Taiwan index futures lifted Taiwan stocks by 357.55 points early in the session to 48698.86 points. 台積電 rose NT$20 to NT$2510, bringing its market capitalization back to NT$65.09 trillion and contributing about 158 points to the benchmark. Other major electronics stocks, including 台達電, 鴻海 and 日月光投控, and traditional industry shares also advanced.
Facts
Up 357.55 points early in the session
To 48698.86 points
The Philadelphia Semiconductor Index fell 27.99 points
A decline of about 0.23%
Taiwan index futures rose 363 points in the night session
台積電 American depositary receipts (ADRs) rose 0.17%
台積電 rose NT$20 early today
To NT$2510
Market capitalization recovered to NT$65.09 trillion
Contributed about 158 points to the broader market
The Two Homelands of German Writer Stephan Thome: Fiction and Nonfiction Writing on Taiwan
Published ・ Source Taiwan | 中央社 CNA
German writer Stephan Thome addresses Taiwan through fiction and nonfiction writing. He believes Taiwanese society should build consensus on defending its free and democratic system in the face of the threat from China.
Facts
Shortlisted for the German Book Prize 3 times
After going to Taiwan to study in the 1990s
In 2021, Stephan Thome published his first novel centered on Taiwan
After the change of government in 1945
A person born in 1939 recalled
In just 3 years
A child had to adapt to 3 different languages
Russia’s full-scale invasion of Ukraine in 2022
Published in 2024, “Narrow Waters, Turbulent Undercurrents: Conflict over the Taiwan Strait”
Set once again, 17 years later, in the German town featured in his first novel
U.S. uncovers North Korean laptop farm, arrests 2 and seizes more than 180 computers
Published ・ Source Taiwan | 中央社 CNA
U.S. federal prosecutors announced that they had uncovered a North Korean-run laptop farm scheme, arresting 2 people and seizing more than 180 computers. They indicted 14 people, alleging that they earned more than $3 million for Pyongyang through remote IT work.
Facts
Arrested 2 people
Seized more than 180 computers
Searched “more than 40 sites suspected of being ‘laptop farms’”
Earned more than $3 million for the Pyongyang authorities
Indicted another 14 people
10 of them are in China
Stole the identities of at least 80 U.S. citizens
Illegally earned more than $5 million for the North Korean government
Sentenced to 92 months and 108 months in prison, respectively
Shohei Ohtani to remain in starting lineup for NLCS; Dodgers manager says he is close to finding his rhythm
Published ・ Source Taiwan | 中央社 CNA
The 洛杉磯道奇隊 trail the 密爾瓦基釀酒人 0-2 in the National League Championship Series. Manager Dave Roberts announced that star hitter Shohei Ohtani will remain in the starting lineup for Game 3, adding that Ohtani has adjusted his swing and is close to finding his rhythm.
Trump posts video of British man killed by tiger; White House criticized for reposting it
Published ・ Source Taiwan | 中央社 CNA
U.S. President Donald Trump posted a video on social media of a British man being killed by a tiger, and a White House account drew backlash after reposting it. The man was identified as Chapman, who was killed at Yorkshire Wildlife Park.
Facts
The 41-second video
“Rapid Response 47” has 2.3 million followers on X
Paris Motor Show puts electric vehicles in the spotlight; Taiwanese battery maker showcases new technology and versatile applications
Published ・ Source Taiwan | 中央社 CNA
The 91st Paris Motor Show puts electric vehicles in the spotlight, with Taiwanese 輝能科技 showcasing solid-state battery applications. Taiwan’s representative to France, Hao Pei-chih, said the display showcases Taiwan’s technological capabilities. 輝能 plans to begin mass production in Dunkirk, France, in 2029.
MI5 chief: Iranian attack threat escalating; Russia remains top aggressor
Published ・ Source Taiwan | 中央社 CNA
The head of the UK’s 軍情五處 (MI5), McCallum, said the threat of Iranian attacks on British military facilities is escalating and that Russia remains Europe’s leading aggressor. He also warned that AI could be misused in connection with biological and chemical weapons.
Facts
Threats from state actors have increased 4-fold over the past 10 years
More than 50 people have been arrested over Iran-linked operations in the past year
日月光 expands power platform design to strengthen next-generation AI power delivery
Published ・ Source Taiwan | 中央社 CNA
日月光半導體 announced the launch of its PowerSiP 3D system-in-package solution, which vertically integrates voltage regulator modules (VRMs). It is designed to shorten power transmission paths and reduce parasitic routing losses by more than 50%, meeting the high power demands of next-generation AI data centers and high-performance computing systems.
Power fault at Yingge Station on the MRT 三鶯線; bus shuttles replace service on part of the route
Published ・ Source Taiwan | 中央社 CNA
新北捷運公司 said a power fault at Yingge Station on the 三鶯線 early in the morning stopped trains from running. Service between Dingpu Station and National Taipei University Station remains normal, while buses are replacing trains between Yingge Station and Yingtao Fude Station.
Taiwan index futures rise overnight; institutional investors say stocks may stabilize
Published ・ Source Taiwan | 中央社 CNA
Major U.S. stock indexes closed lower on the 13th amid concerns over the AI investment boom in Asian markets. Taiwan index futures rose 363 points overnight, and institutional investors said Taiwan stocks could stabilize. In domestic industry news, King Yuan Electronics signed an advance payment agreement with 輝達, a subsidiary of Sigurd Microelectronics purchased factory space to meet demand for AI chips, and 雷虎科技 signed a memorandum of understanding with a U.S. organization.
Facts
費半指數 fell 27.99 points
A decline of about 0.23%
Fell 960.65 points
Closed at 48,341.31 points
Taiwan index futures rose 363 points in the night session
道瓊工業指數 fell 180.45 points
Down 0.35%
標普500指數 fell 1.79 points
Down 0.02%
那斯達克指數 fell 41.52 points
Down 0.15%
台積電 American depositary receipts (ADRs) rose 0.17%
Won the bid at NT$2.188 billion
Companies mentioned：中央社、費半指數、道瓊工業指數、標普500指數、那斯達克指數、費城半導體指數、台積電、晶圓測試廠京元電、輝達、NVIDIA、半導體封測廠矽格、矽格聯測、建漢科技、雷虎科技、密西根州經濟發展公司、Michigan Economic Development Corporation、MEDC
Early-morning low of 14.9 degrees in Guanxi, Hsinchu; Wu Der-rong: Large day-night temperature swings across Taiwan through the 20th
Published ・ Source Taiwan | 中央社 CNA
The early-morning low in Guanxi, Hsinchu, was 14.9 degrees. Weather expert Wu Der-rong said conditions will be stable across Taiwan from the 16th through the 20th, with large day-night temperature swings in an “autumn tiger” pattern. Tropical Storm Krosa is moving northeast and accelerating.
French cybersecurity agency: Copeland and Dixell refrigeration systems also hacked
Published ・ Source Taiwan | 中央社 CNA
Hundreds of supermarkets in France were hit by cyberattacks, causing refrigerated display cases to overheat and leading to fires and spoiled food. France’s cybersecurity agency ANSSI said refrigeration systems from Copeland (谷輪) and its subsidiary Dixell were also hacked. A Copeland spokesperson declined to confirm the breach but stressed the company’s commitment to protecting customer operations.
〈Real Estate〉Home prices in New Taipei’s Shulin rise nearly 2 tenths in 5 years, with the Wanda Line and Taipei Dome projects brightening the long-term outlook
Published ・ Source Taiwan | 鉅亨網
Shulin District in New Taipei has benefited from the Wanda Line and Taipei Dome projects, with home prices rising nearly 2 tenths in 5 years as transaction volumes shrink and prices rise. 中信房屋 says demand from owner-occupiers is stable and the long-term outlook is promising.
Facts
From 2022 to 2026, average home prices in Shulin District, New Taipei, rose from NT$329,000 to NT$388,000 per ping.
Home prices in Shulin District rose a cumulative 17.9% in 5 years.
Over the same period, the number of registered home transactions in Shulin District fell from 684 to 296, a decrease of 56.7%.
The main buyers in Shulin District are young office workers aged 28 to 45.
Original購屋族偏好的產品多為總價1500-2200萬元、屋齡10-20年的電梯大樓。
The first phase of the MRT Wanda Line is expected to open next year.
OpenAI hit by eavesdropping scandal: employee accused of using a $14 device to secretly record senior executives’ meeting, arrested and charged
Published ・ Source Taiwan | 鉅亨網
OpenAI employee Abdulrahman Alfozan was arrested on suspicion of installing a recording device in the office to eavesdrop on a senior executives’ meeting. The company confirmed no data was leaked, as the incident raised concerns about security safeguards at technology companies.
Facts
OpenAI employee Abdulrahman Alfozan was arrested and charged on suspicion of installing a recording device.
The recording device was hidden in a USB port behind a meeting-room television and covered with tissue paper.
The device involved was a Seeed Xiao ESP32-S3 Sense, priced at $14.
OpenAI confirmed that no model weights, source code, or customer data were leaked.
Alfozan joined OpenAI in July 2025 and was fired that same day.
Companies mentioned：OpenAI、Raed Ventures、Meta、Seeed studio
普鴻資訊 announced that its independently developed post-quantum cryptography algorithm passed U.S. NIST certification, demonstrating internationally leading technology and advancing the use of domestic cybersecurity products in critical infrastructure such as finance, government, and healthcare.
Facts
普鴻資訊’s 13 independently developed post-quantum cryptography algorithms passed the U.S. NIST FIPS 140-3 Cryptographic Algorithm Validation Program (CAVP) certification.
普鴻資訊 has obtained NIST CAVP algorithm certifications for FIPS 203 (ML-KEM), 204 (ML-DSA), 205 (SLH-DSA), and three AES encryption modes (CBC/ECB/GCM).
普鴻資訊 has launched its PQC-Ready product line, including the PQC-6000 hardware security module, ProCLM certificate lifecycle management, ProEKM key lifecycle management, and the ProPQD post-quantum migration assessment tool and consulting services.
普鴻資訊 is discussing cooperation with a domestic PQC chipmaker certified by NIST, aiming to combine Taiwan’s strengths in semiconductors and hardware to develop fully domestically made PQC products.
In June 2024, the Financial Supervisory Commission issued guidelines for the financial sector’s post-quantum cryptography migration, prompting financial and government institutions to accelerate assessments and upgrades of post-quantum cryptography solutions.
櫃買中心 announced that the combined September revenue of all emerging-market companies in 115 was NT$376 billion, up 44% year over year. Revenue for the first 9 months totaled NT$2.9267 trillion, up 32%, mainly driven by AI applications and server demand boosting growth in semiconductors, computer peripherals, and electronic distribution.
Facts
Combined September revenue of all emerging-market companies in 115 reached NT$376 billion, up 44% year over year.
Emerging-market companies’ cumulative revenue for the first 9 months exceeded NT$2.9267 trillion, up 32% year over year.
As of October 12, 115, a total of 893 emerging-market companies had filed their September revenue reports.
September revenue rose at 630 companies, fell at 260, and was unchanged at 3.
The semiconductor industry posted September revenue of NT$105.5 billion, up 78% year over year.
The computer and peripheral equipment industry posted September revenue of NT$40.1 billion, up 55% year over year.
The electronic distribution industry posted September revenue of NT$15.7 billion, up 157% year over year, the highest among all industries.
The textile and fiber industry posted September revenue of NT$1.4 billion, down 18% year over year.
Taiwanese face a NT$44 million retirement savings shortfall per person! 富達 survey: six in ten hope to spend NT$50,000 a month, but face “3 major hurdles”
Published ・ Source Taiwan | 鉅亨網
富達國際 released its 2026 Taiwan retirement and financial planning poll, highlighting inadequate savings and starting too late as challenges facing the public. Experts’ calculations show that 25-year-olds face a NT$44 million retirement shortfall. They urged people to use compound interest and start automated regular investing early, while avoiding misconceptions about dividend payouts to optimize long-term financial planning.
Facts
As Taiwan enters a super-aged society, retirement preparation has become a concern for everyone. 富達國際 released its 《2026 Taiwan Retirement Financial Planning and TISA Awareness Poll》.
People currently aged 25 will need as much as NT$58.11 million in retirement savings when they reach 65.
Excluding inflation and risk, the gap between the ideal retirement savings and the amount needed by 25-year-olds is as high as NT$44 million.
More than six in ten respondents expect to have more than NT$50,000 a month to live on after retirement.
Nearly six in ten currently contribute or invest less than NT$10,000 a month toward retirement savings.
More than half do not start planning for retirement until they are 40 or older.
富達國際 proposed the “4T principles”: understand the shortfall, start early, set a target, and make good use of TISA.
Asian stocks rose today (14), shrugging off losses in all 4 major U.S. indexes on the 13th. Led by gains in 台積電 and continued strength in petrochemical shares, Taiwan’s benchmark index rose more than 500 points in early trading, reaching a high of 48964.67 and reclaiming the 48900 mark. Estimated trading value was about NT$870 billion.
Facts
Asian stock markets rose across the board today (14), undeterred by losses in all 4 major U.S. indexes.
Led by gains in 台積電 and continued strength in petrochemical shares, Taiwan stocks rose more than 500 points in early trading, reaching a high of 48964.67.
Estimated trading value for Taiwan stocks in early trading today (14) was NT$870 billion.
台積電 (2330-TW) opened higher at NT$2,505, up more than 1%.
南亞 (1303-TW) and 台化 (1326-TW) both hit the limit-up price.
AMAX-KY (6933-TW) hit the limit-up price at NT$414.5.
The Dow Jones Industrial Average fell 180.45 points, or 0.35%, on the 13th, closing at 51670.1.
The Philadelphia Semiconductor Index fell 27.99 points, or 0.23%, on the 13th, closing at 12208.8.
South Korean stock plunge jolts markets! U.S. semiconductor stocks suffer their longest losing streak since last year’s “Liberation Day”
Published ・ Source Taiwan | 鉅亨網
South Korean stocks plunged more than 5% as concerns over competition from Chinese semiconductor companies and valuation reassessments weighed on the KOSPI. Memory giants including Samsung and SK海力士 led the decline, while semiconductor shares posted their longest losing streak since last year’s Liberation Day, stoking risk aversion.
Facts
The Korea Composite Stock Price Index (KOSPI) plunged more than 5% on Tuesday (13th), falling to a roughly 3-month low.
三星電子 shares fell 7% that day, and the company accounts for about 30% of the KOSPI’s market capitalization.
SK海力士 shares plunged 10%, and the company accounts for about 20% of the index’s market capitalization.
Semiconductor shares were sold off for 5 consecutive trading days, their longest losing streak since last year’s “Liberation Day.”
The U.S. 10-year Treasury yield fell 5 basis points to 5.19%.
Chinese chipmaker 長鑫科技 said it had made progress in improving chip-cell design.
摩根大通銀行 revenue and profit both fell short of expectations, while 富國銀行’s third-quarter profit was below market expectations.
CEO steps in but still cannot stop departures! Senior Bank of America talent poached as bonus system sparks debate
Published ・ Source Taiwan | 鉅亨網
Several senior investment banking executives have left 美國銀行 for 摩根大通 in succession, raising concerns about competitiveness and sparking controversy over its bonus system. 美國銀行 stressed that fees in the first half hit their second-highest level on record and said it continues to recruit talent to offset the impact of departures.
Facts
Senior 美國銀行 executive Amy Lissauer has moved to 摩根大通, despite retention efforts by CEO Brian Moynihan and co-head Faiz Ahmad.
美國銀行 global investment banking co-head Mike Joo and technology banker Ed Liu also announced their departures in the same week.
Original美銀2025及2026年全球投行手續費排名降至第四，被摩根士丹利超越。
美國銀行's investment banking fees in the first half were the second-highest on record, while advisory and bond issuance fees hit a first-half record dating back to 2009.
U.S. President Trump claimed Taiwan had agreed to buy 30% of the planned Alaska LNG project's output and invest $4.4 billion, though Taiwan has not confirmed the claim.
Facts
Trump said Taiwan had agreed to purchase 30% of the natural gas output from the Alaska liquefied natural gas pipeline project over the next 20 years.
Trump said Taiwan would make an additional $4.4 billion investment to help complete the project.
Taiwan has not immediately confirmed Trump's statements about LNG purchases and investment.
Earlier this month, Trump said South Korea would invest $54 billion in an Alaska LNG joint venture.
South Korea said it would proceed with the investment only if the project proved commercially viable.
Original〈蘋果發布會分析〉三款智慧家庭主機齊漲價 HomeView、Apple TV 4K能否靠Siri AI打開市場?
Published ・ Source Taiwan | 鉅亨網
蘋果 unveiled new products including HomeView and Apple TV 4K on the 13th, touting Siri AI while also raising prices and delaying some features, testing consumers' willingness to pay.
Facts
蘋果 held a media event in New York, unveiling HomeView, Apple TV 4K, HomePod mini 2 and Apple Home Collection.
HomePod mini 2 is priced at $149 and is expected to go on sale on Oct. 30.
HomeView is priced at $299 and is expected to launch in the United States, the United Kingdom and other countries starting Nov. 13.
The 4th-generation Apple TV 4K is priced at $299 and is expected to launch on Nov. 13.
Apple Home Collection prices range from $39.95 to $399.95, with availability beginning in December.
The new Apple TV 4K costs $100 more than its predecessor, about 50% above the price following the June increase.
HomeView is priced higher than 亞馬遜 Echo Show 8 and Google Nest Hub.
U.S. military blockade! Iran's seaborne crude exports fall to zero, achieving what years of U.S. sanctions could not
Published ・ Source Taiwan | 鉅亨網
A U.S. naval blockade of Iran has driven its seaborne crude exports to zero since the second week of September, achieving an outcome that years of sanctions failed to deliver, according to Vortexa data, while leaving large volumes of crude stranded and sharply reducing liquefied petroleum gas exports.
Facts
Iran's seaborne crude exports fell to zero in the second week of September and had not resumed as of Oct. 5.
Vortexa data shows Iran's 14-day average seaborne crude exports stood at 230,000 barrels per day in early September.
About 83 million barrels of Iranian crude are stranded aboard tankers at sea.
About 43 million barrels of Iranian crude are trapped west of the Strait of Hormuz.
Iranian liquefied petroleum gas exports plunged 48% in September from the previous month.
Wall Street backs AI monetization! 微軟 shares hit a record as market value tops $4 trillion again
Published ・ Source Taiwan | 鉅亨網
微軟 shares hit a record high on Tuesday, lifting its market capitalization above $4 trillion. Wall Street is optimistic about the AI monetization potential of Azure and Copilot, and Barclays raised its price target to $600, though technical indicators warn of a short-term pullback risk.
Facts
微軟 shares closed at a record high of $543.45 per share on Tuesday.
微軟's market value climbed back above the $4 trillion mark on Monday, reaching $4.02 trillion.
巴克萊銀行 raised its price target for 微軟 to $600 from $512.
微軟's capital spending reached $41 billion in the 4th quarter of fiscal 2026 and $145 billion for the full year.
Among the 59 firms surveyed by FactSet, 微軟 had an average stock rating of “Buy” and an average price target of $584.48.
摩根士丹利 analyst Adam Wood maintained an “Overweight” rating on 微軟, with a $600 price target.
微軟 shares are about 8% above their 50-day moving average of $502.90.
Race for advanced models! Gemini 4 Argon now generally available as Google uses its model to “train” robots
Published ・ Source Taiwan | 鉅亨網
Google made its Gemini 4 Argon model generally available on Oct. 13, showcasing its capabilities in complex tasks such as software refactoring, robot simulation and scientific research, and releasing competitive pricing and benchmark data.
Facts
Google Gemini 4 Argon became available to developers and businesses worldwide on Oct. 13.
Argon scored 68.9% on the Vals Index, ahead of Claude Sonnet 5.5 at 67.04% and Opus 5.5 at 66.97%.
Google's limited-time API pricing is $2 per million input tokens and $10 for output; prices will rise to $4 and $20, respectively, starting Dec. 1.
Argon has contributed to projects in quantum computing, nuclear fusion and life sciences. For example, it converted an internal quantum error-correction decoder into an optimized hardware kernel, bringing inference throughput close to double.
【1,000-point market rout】A harbinger of a crash or a golden opportunity? Track 7 outperformers with record revenue and institutional buying
Published ・ Source Taiwan | 鉅亨網
摩爾投顧 analyst 江國中 said the recent plunge in Taiwan stocks was a margin-financing shakeout by major players, while 八大公股 and foreign investors were supporting the market at lows. He advised investors to watch 7 semiconductor and AI supply-chain stocks that posted record September revenue and saw net institutional buying, including 和碩, 神達 and 大聯大, viewing the decline as a golden buying opportunity.
Facts
When Taiwan stocks surged to a record high last week, short-term technical indicators and the main players' cost K value had already climbed above 95 into severely overbought territory, while margin balances continued to rise.
和碩(4938-TW)'s September revenue rose 143% month over month and 86.9% year over year, and institutions made substantial net purchases against the market trend.
大聯大(3702-TW)'s September revenue rose 54.4% month over month and 146% year over year, drawing heavy net buying from institutions.
Original萬潤(6187-TW)作為CoWoS先進封裝設備核心廠商，9月營收年增超過一倍。
創意(3443-TW), a leading ASIC custom chip designer under TSMC, reported September revenue growth of 97.8% year over year.
天二科技(6834-TW)'s September revenue surged 132% year over year, drawing substantial net buying from institutions against the market trend.
神達(3706-TW), which has built a strong position in niche server and automotive electronics markets, reported September revenue growth of 88.6% year over year.
長科(6548-TW), a major lead-frame packaging materials supplier, reported September revenue growth of 42.9% year over year, with institutions continuing to increase their holdings against the market trend.
Google Gemini 4 Argon launches worldwide; promotional pricing runs through the end of November
Published ・ Source Taiwan | 鉅亨網
Google officially launched its flagship AI model Gemini 4 Argon globally on the 13th, ending a testing period limited to cybersecurity defense partners. The model is available to regular users, developers and businesses, with promotional pricing through Nov. 30, 2026, aimed at attracting customers to incorporate it into their workflows through competitive pricing and advanced capabilities.
Facts
Google officially rolled out Gemini 4 Argon to users worldwide on the 13th.
Promotional pricing for Gemini 4 Argon runs through Nov. 30, 2026, at $2 per million input tokens and $10 per million output tokens.
Original推廣期結束後，Gemini 4 Argon的輸入、輸出價格均翻倍。
The input and output token prices for GPT-6 Astra and Claude Fable 5.1 are each five times Argon's promotional prices.
Gemini 4 Argon is designed to solve complex problems from start to finish, offering advanced capabilities in programming, enterprise workflows and cybersecurity defense.
Netanyahu reportedly lobbies Trump to resume war on Iran “before the election”! U.S. and Israeli militaries on high alert as Trump shifts position
Published ・ Source Taiwan | 鉅亨網
Israeli Prime Minister Netanyahu reportedly spoke with Trump about resuming military action against Iran before the election. The U.S. and Israeli militaries are on high alert. Netanyahu's office denied applying pressure, while the U.S. side has shown Trump shifting positions.
Facts
The Israel Defense Forces and U.S. Central Command are both currently on “high alert.”
Netanyahu's office denied urging Trump to attack Iran before the election.
Trump told Netanyahu he could begin preparations for military strikes on Iran, but did not formally commit to approving them.
The U.S. position on whether to resume military strikes on Iran continues to shift, with its stance changing almost every few days.
Chip stocks sold off for days. A financial commentator offers one reason not to give up
Published ・ Source Taiwan | 鉅亨網
CNBC host Jim Cramer urged investors on Tuesday (the 13th) not to give up on chip stocks because of short-term declines, stressing that the industry is backed by real demand. He said companies such as 美光, 英特爾 and 超微 are benefiting from AI infrastructure and consumer product upgrades, and have long-term contracts and key component roles, with fundamentals that remain strong.
Facts
The VanEck Semiconductor ETF (SMH-US) fell for six consecutive trading sessions, losing a total of 7.2%.
Jim Cramer believes synchronized trading in chip stocks is obscuring strong demand and advises investors to watch devices rather than indexes.
美光 (MU-US) has 26 long-term customer agreements, with revenue covered through 2030 accounting for about 35% of total revenue.
The ongoing build-out of artificial intelligence (AI) infrastructure has pushed demand for memory chips far beyond supply.
CPUs produced by 英特爾 (INTC-US) and 超微 (AMD-US) are basic components in all machines.
Don't panic over a 1,000-point swing in Taiwan stocks! A market anchor is holding things up, and these “three major supply chains” stand to benefit!!
Published ・ Source Taiwan | 鉅亨網
英特爾 and 超微 have confirmed that CPU supply cannot meet demand. 台積電 is a major beneficiary thanks to its advanced process and packaging technologies. Analysts believe 台積電 will support Taiwan stocks and recommend investing in its supply chain.
Facts
英特爾 CEO 陳立武 said CPU supply can meet only half of demand.
超微 CEO 蘇姿丰 said current demand exceeds supply, and that demand will grow faster than supply next year.
The high-end GPU Tile in 英特爾's Panther Lake architecture, as well as the Lunar Lake and Arrow Lake architectures, are manufactured by 台積電 using its 3-nanometer process.
Vera, the code name for 輝達's first AI server CPU for agentic AI, is manufactured by 台積電 using its 3-nanometer process.
微軟 unveiled Maia 300, its third-generation AI ASIC chip, and expects to deploy more than 1 million units next year.
At a discount of more than 20%! Activist hedge fund Palliser: Samsung should issue ADRs to buy back preferred shares
Published ・ Source Taiwan | 鉅亨網
British activist hedge fund Palliser Capital has urged 三星電子 to issue ADRs to buy back preferred shares and narrow the discount of more than 20%. The move is aimed at improving capital efficiency. 三星電子 said it would assess a buyback plan in light of cash flow and the AI business outlook.
Facts
British activist hedge fund Palliser Capital has urged 三星電子 to issue American depositary receipts (ADRs) at a premium and buy back preferred shares.
三星 preferred shares currently trade at a discount of more than 20% in the South Korean market.
三星 announced a 2026 shareholder return plan worth 90 trillion to 110 trillion won this August.
Palliser founder James Smith believes the preferred-share discount is an overlooked corporate governance and capital allocation anomaly.
三星 said buybacks are one of several tools, and the final scale will depend on cash flow, the AI business outlook and board decisions.
Iran warns: Waiting for U.S. warships to come close so it can sink them
Published ・ Source Taiwan | 鉅亨網
Iranian Revolutionary Guard Navy commander Azmayi threatened on the 13th to sink U.S. warships as soon as they came close, and criticized the U.S. military as incapable. U.S. Central Command then responded, emphasizing its control of the Strait of Hormuz and its role in facilitating crude oil shipments.
Analysis: Behind Jensen Huang's $2 billion in Paris: Mistral hosts Chinese models, Microsoft signs a multibillion-dollar deal, Europe's sovereign AI divide widens, and 輝達 wins across the board
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang announced investments in 4 French startups in Paris on Oct. 13 and previewed $2 billion in new European investments, bringing the total pledged to nearly $10 billion. The move reflects 輝達's efforts to strengthen its position in Europe by binding companies to its ecosystem, despite questions about circular financing and conflicts with AI sovereignty.
Facts
輝達 CEO Jensen Huang announced investments in 4 French startups—Doctolib, Genesis AI, Pigment and Entalpic—in Paris on Oct. 13.
輝達 said it would announce about $2 billion in new European investments within a week. Together with about $8 billion invested over the past year, that would bring the total to nearly $10 billion.
Mistral raised €3 billion in September this year, led by Samsung, at a valuation of more than €21 billion.
Mistral hosts Chinese company Z.ai's GLM-5.2 model on its own infrastructure and signed a deal worth billions of dollars with 微軟.
Doctolib's share sale this year valued the company at about €3.6 billion, below the €5.8 billion valuation at its 2022 fundraising.
Genesis AI specializes in foundational models for general-purpose robotics and completed a $105 million seed round in 2025.
Pigment's customers include Unilever, Datadog and Kayak. It completed a $145 million Series D round in 2024.
Entalpic uses AI to accelerate materials research and raised €8.5 million in its 2024 seed round.
Trump says he will decide on Iran “soon”! Slams Houthi tactics, considers asking Turkey to help Saudi Arabia, while China responds to reports of China and Russia aiding Iran
Published ・ Source Taiwan | 鉅亨網
Tensions in the Middle East are rising. Trump said he would deal with the Iran issue quickly and is considering intervening in the conflict between Saudi Arabia and the Houthis, potentially seeking Turkey's help. The Houthis threatened to attack Saudi energy facilities and said they would retaliate against U.S. interests if the United States joined the conflict, while China and Russia reiterated their constructive roles.
Facts
Trump said on Tuesday (the 13th) that he would make a decision on Iran soon.
Trump indicated that he might ask Turkish President Erdoğan to help protect Saudi Arabia's interests.
The Houthis said facilities belonging to 沙烏地阿美 are legitimate targets.
The Houthis named King Khalid International Airport in Riyadh as a potential target for retaliation.
Chinese Foreign Ministry spokesperson Mao Ning said China would continue to make constructive efforts to restore peace in the Middle East.
AI fatigue builds! Chip stocks endure their longest losing streak in 16 months as Anthropic's investor conference becomes a key test for bulls and bears
Among Wall Street's major banks, third-quarter stock-trading revenue rose as investors adjusted their holdings, but corporate mergers and acquisitions and IPO activity cooled.
艾司摩爾 (ASML) shares, in ADR form, have risen nearly 80% over the past 12 months.
Jordan Klein, a technology expert at 瑞穗科技, said news of 長鑫儲存's new technology had not changed the short-term investment outlook for investors in Micron and other companies.
Revenue Update — October 14, 2026: September Revenue of Major Taiwan-Listed Companies (104 Added)
Published ・ Source Taiwan | 鉅亨網
A September revenue update for major Taiwan-listed companies released on October 14, 2026, covers data from 230 companies with capital of at least 5 billion. 華邦電, 愛山林 and 聯強 led in year-over-year growth, while 愛山林, 欣陸 and 農林 led in month-over-month growth, with the market overall showing growth.
Facts
As of October 14, 2026, a total of 230 large companies with capital of at least 5 billion had reported September revenue.
華邦電's September monthly revenue was 28.249 billion, up 256.7% year over year, the highest growth rate.
潤隆's September monthly revenue was 1.221 billion, up 63462.8% year over year, the highest growth rate among companies.
91 companies posted September revenue growth of more than 25% year over year, while 19 reported a decline of more than 20%.