【富邦金控】 announces on behalf of subsidiary 富邦銀行(香港)有限公司 its acquisition of asset-backed securities
Published ・ Source Taiwan | 臺灣證券交易所
富邦金控 subsidiary 富邦銀行(香港) acquired asset-backed securities issued by Bauhinia ILBS 1 Limited on Oct. 14, 115, for an amount not exceeding US$50 million, aiming to generate investment returns with sustainability-related features.
Facts
富邦金控 announces on behalf of subsidiary 富邦銀行(香港)有限公司 its acquisition of asset-backed securities
The asset is asset-backed securities issued by Bauhinia ILBS 1 Limited.
The date of the event was the 14th day of the 10th month of Minguo year 115.
The total transaction amount does not exceed US$50,000,000.
The counterparty is Standard Chartered Bank London, which is not a related party in substance.
The investment aims to acquire asset-backed securities with sustainability-related features to earn a reasonable return.
Companies mentioned：富邦金控、富邦銀行(香港)有限公司、Bauhinia ILBS 1 Limited、Standard Chartered Bank London
【富邦金】 announces its participation in Morgan Stanley Taiwan Macro Symposium
Published ・ Source Taiwan | 臺灣證券交易所
富邦金控 (company code 2881) announced on Oct. 15, 115, that it would participate in the Morgan Stanley Taiwan Macro Symposium and hold an investor conference in Taipei on the same day to discuss the company's financial and business conditions.
Facts
富邦金控 announced that it participated in Morgan Stanley Taiwan Macro Symposium on Oct. 15, 115.
Original富邦金控於115年10月15日上午10時00分在台北召開法人說明會
富邦金控's company code is 2881.
The investor conference discussed information related to 富邦金控's finances and business.
【漢康-KY創】 announces key resolutions of the company's second extraordinary shareholders' meeting in 115
Published ・ Source Taiwan | 臺灣證券交易所
漢康-KY創 (company code 7827) held its second extraordinary shareholders' meeting on Oct. 14, 115, and formally approved amendments to the articles of incorporation and a proposal for a cash capital increase through the issuance of common shares to participate in an American depositary receipt (ADR) offering, aiming to expand its presence in international capital markets.
Facts
漢康-KY創 held its second extraordinary shareholders' meeting on Oct. 14, 115.
The extraordinary shareholders' meeting approved the proposal to amend the Company's Articles of Incorporation.
The extraordinary shareholders' meeting approved the proposal to issue common shares through a cash capital increase to participate in an American depositary receipt (ADR) offering.
漢康-KY創's stock code is 7827.
This announcement complies with the provisions of Article 18.
[科嘉-KY] On behalf of subsidiaries 蘇州嘉吉/科德/嘉財/艾普來/百宏/嘉皇/嘉駿, announcement of cumulative acquisition of the same securities within one year reaching 20% of paid-in capital
Published ・ Source Taiwan | 臺灣證券交易所
科嘉-KY announced that its seven subsidiaries completed a reverse repurchase transaction in government bonds on Oct. 14, 115, for a total of approximately NT$840 million. The transaction was for investment purposes and was not a related-party transaction.
Facts
科嘉-KY's subsidiaries conducted a GC001 reverse repurchase transaction in government bonds on Oct. 14, 115.
Original本次交易總金額為178,213仟元，約新台幣842,762千元。
The subsidiaries participating in the transaction were 蘇州嘉吉、科德、嘉財、艾普來、百宏、嘉皇 and 嘉駿.
The transaction was approved by the chairman.
The transaction accounted for 16.72% of total assets and 23.11% of shareholders' equity.
[科嘉-KY] On behalf of subsidiaries 蘇州嘉吉/科德/嘉財/艾普來/百宏/嘉皇/嘉駿, announcement of cumulative disposal of the same securities within one year reaching 20% of paid-in capital
Published ・ Source Taiwan | 臺灣證券交易所
科嘉-KY announced that its seven subsidiaries completed a reverse repurchase transaction in government bonds on Oct. 14, 115, with cumulative disposals reaching 20% of paid-in capital. The transaction was for investment purposes.
Facts
科嘉-KY announced on behalf of its subsidiaries 蘇州嘉吉/科德/嘉財/艾普來/百宏/嘉皇/嘉駿 that their cumulative disposals of the same security within 1 year reached 20% of paid-in capital.
【宇瞻】Correction to the company's information on derivatives transactions for September 115
Published ・ Source Taiwan | 臺灣證券交易所
宇瞻科技 issued a correction announcement on Oct. 14, 115, revising figures for derivatives transactions in September 115, including adjustments to the amounts and gains and losses for forward and swap contracts. The revised information has been uploaded to the Market Observation Post System.
Facts
The total amount of outstanding forward contracts after correction was changed from 126447 to 193544.
【三陽工業】Announcement by material subsidiary 上揚資產管理(股)公司 on commissioning a related party to apply for the establishment of an industrial park and other matters
Published ・ Source Taiwan | 臺灣證券交易所
三陽工業's subsidiary 上揚資產管理 commissioned related party 偉邑開發建設 to apply under the Act for Industrial Innovation for the establishment of an industrial park and land readjustment involving 24 parcels of land in Baoshan Township, Hsinchu County.
Facts
三陽工業 announced that its subsidiary 上揚資產管理 commissioned a related party to apply for the establishment of an industrial park.
上揚資產管理 owns 24 parcels of land, including land in the 雙園段 section of Baoshan Township, Hsinchu County, with a total area of 18,277 ping.
【大山】Update on material financial and business information disclosed after the company's securities met the criteria for the publication of information on securities warranting attention in the centralized securities market
【巨鎧精密-創】Announcement of a change in the representative of the company's corporate director
Published ・ Source Taiwan | 臺灣證券交易所
巨鎧精密工業股份有限公司（2254） announced that, effective Oct. 14, 115, the representative of its corporate director will change from Wu Chih-pin to Wang Chuan-han。The incoming representative, Wang Chuan-han, is currently the company’s general manager, and the change is an internal reassignment。
Facts
巨鎧精密-創 announced a change in the representative of its corporate director on Oct. 14, 115。
The incoming representative of the corporate director is Wang Chuan-han。
The incoming representative, Wang Chuan-han, is currently general manager of 巨鎧精密工業股份有限公司。
The change was due to reassignment.
The effective date of the appointment is Oct. 14, 115。
【桂盟】Board resolution on information about the subscribers to the company’s private placement of common shares
Published ・ Source Taiwan | 臺灣證券交易所
桂盟 announced a private placement of no more than 4.5 million common shares to strategic investor 台灣禧瑪諾, with the proceeds to be used to bolster working capital and establish a long-term cooperative relationship。
Facts
The subscriber in this private placement, 台灣禧瑪諾股份有限公司, has no insider or related-party relationship with 桂盟。
The private placement will issue no more than 4,500,000 common shares。
The proceeds from this private placement will be used to strengthen working capital.
The actual private placement price will be set at no less than 80% of the reference price。
【大量】The company is making this announcement of material financial and business information to help investors distinguish and understand the information because its securities have met the criteria for publishing trading information alerts on the centralized market。
大量（ticker 3167）announced material financial and business information on Oct. 14, 115, ROC calendar, in accordance with a notice from the Taiwan Stock Exchange, because its securities met the criteria for publishing trading information alerts on the centralized market。
This announcement complies with Clause 51 of the Taiwan Stock Exchange’s Procedures for the Handling of Material Information。
【大山】The company is making this announcement of material financial and business information to help investors distinguish and understand the information because its securities have met the criteria for publishing trading information alerts on the centralized market。
Published ・ Source Taiwan | 臺灣證券交易所
大山 announced its September 115 and second-quarter financial data after its share price met the trading alert threshold。Revenue in September was NT$4.606 billion, up 11.4% year on year, while second-quarter EPS reached NT$2.53, up 16.6%, indicating better operating performance than in the same period last year。
Facts
大山’s consolidated revenue in September 115 was NT$4,606 million, up 11.4% from the same period last year。
大山’s pretax net profit in September 115 was NT$109 million, up 12.4% from the same period last year。
大山’s net profit attributable to owners of the parent in the 2nd quarter of 115 was NT$497 million, up 16.7% from the same period last year。
大山’s earnings per share in the 2nd quarter of 115 were NT$2.53, up 16.6% from the same period last year。
大山’s cumulative revenue from the 3rd quarter of 114 through the 2nd quarter of 115 was NT$5,783 million。
帝寶工業股份有限公司 issued an announcement of the date of occurrence of the event on Oct. 14, 115, correcting the detailed disclosure of fund lending information for September 115。
The correction concerns a loan from 帝寶交通器材(合肥)有限公司 to 帝寶交通器材(丹陽)有限公司。
Original更正前該筆資金貸與的期末餘額與實際動支金額皆為23,645仟元。
After the correction, both the period-end balance and the amount actually drawn for the loan were changed to NT$0 thousand。
帝寶工業 has re-uploaded the corrected information to the Market Observation Post System。
【美時】Announcement on applying to the Financial Supervisory Commission for an extension of the offering period for the company’s 1st overseas unsecured convertible bonds
【美時】Announcement of completion of the registration of the capital reduction following the cancellation of treasury shares
Published ・ Source Taiwan | 臺灣證券交易所
美時 announced completion of the registration of the capital reduction following the cancellation of treasury shares。Paid-in capital decreased slightly, while the number of shares outstanding and net worth per share remained unchanged。
Facts
美時 completed registration of the capital reduction following the cancellation of treasury shares on Oct. 14, 115。
美時’s paid-in capital was NT$2,701,547,570 before the capital reduction and NT$2,700,352,570 afterward。
美時 had 266,438,257 shares outstanding both before and after the capital reduction。
美時’s net worth per share was NT$91.24 both before and after the capital reduction。
美時’s capital reduction involved the cancellation of 3,597,000 treasury shares。
【統一】Supplemental information on the key issuance terms of the company’s unsecured ordinary corporate bonds, announced on Nov. 6, 114
Published ・ Source Taiwan | 臺灣證券交易所
統一企業 announced the issuance of its 2nd tranche of unsecured ordinary corporate bonds for 115, totaling NT$4.05 billion, with an interest rate of 2.25% and a term of five years。The proceeds will be used to repay borrowings and improve the financial structure。
Facts
統一企業股份有限公司 issued its 2nd tranche of unsecured ordinary corporate bonds for 115, with a total issuance amount of NT$4.05 billion。
The bonds carry a fixed interest rate of 2.25% and have a term of five years。
The bond trustee is 台北富邦商業銀行股份有限公司。
元大證券股份有限公司 is the lead underwriter, and the bonds are being publicly underwritten through commissioned securities underwriters。
The proceeds will be used to repay bank borrowings and improve the financial structure。
【天二科技】 is disclosing material financial and business information because its securities met the criteria for release of trading information in the centralized trading market, to help investors understand the situation.
Published ・ Source Taiwan | 臺灣證券交易所
天二科技（6834） released material financial information on Oct. 14, 115, after its share price met the trading alert threshold。September revenue was NT$272 million and pretax net profit was NT$49 million, both posting triple-digit growth, reflecting strong operating momentum。
【隴華】The company is making this announcement of material financial and business information to help investors distinguish and understand the information because its securities have met the criteria for publishing trading information alerts on the centralized market。
Published ・ Source Taiwan | 臺灣證券交易所
隴華（2424）announced material financial and business information on Oct. 14, 115, after its share price triggered the trading information alert criteria。The announcement covers revenue and profit or loss data for September 115, the 2nd quarter, and the most recent four quarters, showing a sharp recent decline in revenue and continued losses。
【時碩工業】The company was invited to attend an investor conference hosted by 台新證券
Published ・ Source Taiwan | 臺灣證券交易所
時碩工業（4566）attended an investor conference hosted by 台新證券 in Taipei on Oct. 16, 115。The conference focused on a report on operating conditions in the 3rd quarter of 2026。Related financial details are available on the Market Observation Post System。
Facts
時碩工業（company code 4566）attended an investor conference on Oct. 16, 115。
The investor conference was hosted by 台新證券。
The investor conference was held at 2 p.m. on Oct. 16, 115。
The investor conference was held in the Taipei Hall, 13th floor, No. 96, Section 1, Jianguo North Road, Taipei。
The investor conference highlighted the operating report for the 3rd quarter of 2026。
【合庫金】Announcement of the company’s and its major subsidiaries’ unaudited consolidated earnings for September 115年
Published ・ Source Taiwan | 臺灣證券交易所
合作金庫金融控股股份有限公司（合庫金控）issued a material announcement on October 14, 115年, reporting the company’s and its major subsidiaries’ unaudited consolidated earnings for September 115年. The data show that 合庫金控 recorded after-tax net income of NT$1.924 billion for the month, with cumulative after-tax net income reaching NT$20.249 billion and after-tax earnings per share of NT$1.22.
Facts
Cumulative after-tax net income attributable to the parent company’s owners was NT$19.608 billion.
【緯穎】(Supplemental announcement) Company signs syndicated loan agreement with lending bank consortium
Published ・ Source Taiwan | 臺灣證券交易所
On 115/10/14, 緯穎 signed a 三-year US$1.52 billion syndicated loan agreement with a banking consortium coordinated by 合作金庫商業銀行, to fund working capital and equity investments.
Facts
緯穎 signs syndicated loan agreement with lending bank consortium
The syndicated loan agreement is for US$1.52 billion
The coordinating lead bank is 合作金庫商業銀行
The loan agreement has a term of 三 years from the date of initial drawdown
The funds will be used to bolster medium-term working capital and meet long-term equity investment needs
【兆豐金】Announcement of the company’s and its major subsidiaries’ unaudited consolidated earnings for September 115年
Published ・ Source Taiwan | 臺灣證券交易所
兆豐金控 announced its unaudited consolidated earnings for September 115年, with after-tax earnings of NT$3.629 billion for the month and cumulative after-tax earnings per share of NT$2.21. Results for its major subsidiaries were also disclosed.
Facts
兆豐金控 recorded after-tax earnings of NT$3.629 billion for September 115年.
兆豐銀行 recorded after-tax earnings of NT$2.206 billion for September 115年.
兆豐證券 recorded pretax earnings of NT$1.201 billion for September 115年.
兆豐金控’s net asset value per share was NT$27.53 as of September 30, 115年.
【同泰】Company terminates lease agreement signed with 欣興電子科技股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
同泰電子 announced the termination of a real estate lease on Xingbang Road in Taoyuan due to operational adjustments by tenant 欣興電子, and said it would collect a termination fee.
Facts
同泰電子 and 欣興電子 terminate real estate lease on Xingbang Road in Taoyuan District, Taoyuan City
The termination is due to adjustments in 欣興電子’s operational needs
欣興電子 will pay 同泰電子 a lease termination fee of NT$181,890, excluding tax
The original lease term ran from July 11, 112年, to July 10, 117年
The parties will sign a lease termination agreement separately
【永豐金】永豐金控, on behalf of subsidiary 京城銀行, announces merger effective date with 永豐銀行
Published ・ Source Taiwan | 臺灣證券交易所
永豐金控 subsidiary 京城銀行 announced that 永豐銀行 will merge with 京城銀行, with the merger effective date set for January 1, 116年. The consideration is approximately NT$44,760 million, and the merger has been approved by the Financial Supervisory Commission.
Facts
永豐銀行 to absorb 京城銀行 through a merger by issuing new shares and paying part of the consideration in cash
The merger effective date is set for January 1, 116年
永豐銀行 will issue 1,865 million ordinary shares at NT$24 per share
The balance of the merger consideration after deducting the value of the share consideration will be paid in cash
【永豐金】永豐金控, on behalf of subsidiary 永豐銀行, announces merger effective date with 京城銀行 and record date for capital increase through issuance of new shares
Published ・ Source Taiwan | 臺灣證券交易所
永豐金控 subsidiary 永豐銀行 announced its merger with 京城銀行, setting January 1, 116年 as the effective date for the merger and the capital increase through issuance of new shares. The consideration is approximately NT$44,760 million, to be paid through the issuance of new shares and cash. The merger has received approval from the Financial Supervisory Commission and is awaiting filing effectiveness with the Securities and Futures Bureau.
Facts
The merger effective date for 永豐銀行 and 京城銀行 is set for January 1, 116年.
永豐銀行 will issue 1,865 million ordinary shares at NT$24 per share as merger consideration.
The balance of the merger consideration after deducting the value of the share consideration will be paid in cash.
The merger agreement has been approved by 金融監督管理委員會.
The capital increase through issuance of new shares for the merger is still awaiting filing effectiveness with the Securities and Futures Bureau of 金融監督管理委員會.
[日月光投控] On behalf of subsidiary 矽品精密工業(股)公司, announces acquisition of facility engineering
Published ・ Source Taiwan | 臺灣證券交易所
日月光投控 subsidiary 矽品精密工業 announced that it had obtained a plant engineering project from 朋億股份, worth more than NT$630 million, for production operations. The transaction is not with a related party.
Facts
日月光投控, on behalf of subsidiary 矽品精密工業(股), announces the acquisition of plant engineering work from 朋億股份有限公司.
The total contract value for the plant engineering project is NT$630,560,000.
The counterparty to the contract is 朋億股份有限公司, which is not a related party of the company.
The plant engineering contract runs from August 5, 115年, to December 31, 118年.
立積電子(4968) announced that it will hold its 2026 third-quarter online investor conference at 3:30 p.m. on October 30, 2026. The event will be livestreamed online, giving investors an opportunity to learn about the latest financial and business conditions.
Facts
立積電子(4968) will hold its 2026 third-quarter online investor conference on October 30, 2026.
立積電子’s 2026 third-quarter investor conference is scheduled for 3:30 p.m.
立積電子’s 2026 third-quarter investor conference will be held via online livestream.
【訊連】訊連科技(5203) to hold investor conference on October 28 (Wed.)
Published ・ Source Taiwan | 臺灣證券交易所
訊連科技(5203) announced that it will hold an online investor conference at 2:30 p.m. on October 28, 115年, to report on the company’s operating performance for the third quarter of 115年. Investors can watch and ask questions in real time via the U簡報 platform.
Facts
訊連科技(5203) will hold an investor conference on October 28, 115年
The investor conference is scheduled for 2:30 p.m.
The investor conference will report on operating results for the third quarter of 115年
The investor conference will be held online
Investors can join the livestream via the “U簡報” platform
【英業達】Correction to the company’s derivative trading information for September 115年
Published ・ Source Taiwan | 臺灣證券交易所
英業達 (company code 2356) issued a material announcement on October 14, 115年, correcting its derivative trading information for September 115年. The main change concerns the fair value of outstanding forward contracts and the unrealized gain or loss recognized this year, revised from -34,469 to -39,185. The company has uploaded the relevant information again.
Facts
英業達 issued a correction announcement on the date of occurrence, October 14, 115年.
The item corrected was the company’s derivative trading information for September 115年.
Before correction, the fair value of outstanding forward contracts and the unrealized gain or loss recognized this year was -34,469.
After correction, the fair value of outstanding forward contracts and the unrealized gain or loss recognized this year was -39,185.
【威力暘-創】Announcement on behalf of major subsidiary 威力揚汽車光電(滁州)有限公司: shareholders approve a cash capital reduction
Published ・ Source Taiwan | 臺灣證券交易所
威力暘-創 subsidiary 威力揚汽車光電(滁州)有限公司 approved a cash capital reduction on October 14, 115年, returning US$3.5 million to WellySun Limited. Its capital will fall to US$8.5 million after the reduction.
Facts
The company’s major subsidiary 威力揚汽車光電(滁州)有限公司 plans to conduct a cash capital reduction and return the capital to WellySun Limited
The amount of this capital reduction is US$3,500,000.
The capital reduction ratio is 29.17%.
Capital after the reduction will be US$8,500,000.
The effective date of the capital reduction is 115/10/14.
【定穎投控】 announces that its subsidiary Dynamic Technology Manufacturing (Thailand) has acquired equipment.
Published ・ Source Taiwan | 臺灣證券交易所
定穎投控（3715）announced that its Thai subsidiary Dynamic Technology Manufacturing (Thailand), with approval from its chairman on 115年10月14日, will purchase machinery and equipment from 深圳市大族微電子科技有限公司 for a total amount not exceeding US$16 million to meet production and operating needs at Thailand’s 304 Industrial Park.
Facts
定穎投控 announces that its subsidiary Dynamic Technology Manufacturing (Thailand) has acquired equipment.
The total transaction amount will not exceed US$16 million (approximately NT$530 million).
The counterparty to the transaction is 深圳市大族微電子科技有限公司, which is not related to the company.
The equipment is located at Thailand’s 304 Industrial Park and will be used for business operations.
The equipment was acquired from an unrelated party and is needed for production and operations.
【定穎投控】 announces a change of directors at its important subsidiary Dynamic Electronics Overseas InvestmentHolding Pte. Ltd.
Published ・ Source Taiwan | 臺灣證券交易所
定穎投控（3715）announced a change of directors at its important subsidiary Dynamic Electronics Overseas Investment Holding Pte. Ltd. on 115年10月14日. Former director Jiang Lingying resigned and was succeeded by Ni Peiting, the parent company 定穎投控’s head of finance and accounting. The personnel change aims to strengthen the subsidiary’s governance structure.
Facts
定穎投控 announces a change of directors at its important subsidiary Dynamic Electronics Overseas Investment Holding Pte. Ltd.
New director Ni Peiting took office on 115/10/14.
New director Ni Peiting is the head of finance and accounting at 定穎投資控股股份有限公司.
The change did not involve 三分之一 or more of the directors.
【定穎投控】 announces a change of directors at its important subsidiary Dynamic Electronics Holding Pte. Ltd.
Published ・ Source Taiwan | 臺灣證券交易所
定穎投控（3715）issued a material announcement stating that its important subsidiary Dynamic Electronics Holding Pte. Ltd. had held a director election. Individual director Jiang Lingying resigned on 115年10月14日 and was succeeded by Ni Peiting, the parent company 定穎投控’s head of finance and accounting. The personnel change aims to strengthen the subsidiary’s governance structure.
Facts
定穎投控 announces a change of directors at its important subsidiary Dynamic Electronics Holding Pte. Ltd.
The new director is Ni Peiting, whose title is director.
New director Ni Peiting’s résumé lists her as the head of finance and accounting at 定穎投資控股股份有限公司.
The proportion of directors changing did not reach 三分之一.
[定穎投控] Announces that the company's endorsements and guarantees meet Subparagraph 4 of Paragraph 1 of Article 25 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.
As of the date of the event, the combined balance of endorsement guarantees, long-term investments and loans to others was equivalent to 260.62% of the public company’s net worth in its latest financial statements.
興富發建設 issued a clarification regarding media reports that its revenue in 2026 could reach NT$50 billion, saying the figure was an estimate by media and analysts, not a financial forecast provided by the company. Actual figures are subject to official announcements.
Facts
興富發建設股份有限公司 issued a material announcement on 115年10月14日 clarifying related media reports.
A report on page B06 of the Commercial Times said 興富發 was aiming to exceed NT$50 billion in full-year revenue in 2026.
興富發 said the reported claim that revenue in 2026 would top NT$50 billion was an estimate by media and analysts.
興富發 did not provide this financial forecast. Relevant financial information and actual revenue figures are subject to official announcements.
Commentary: With prices soaring, should the central bank raise rates to make up for lost ground?
Published ・ Source Taiwan | 風傳媒
The Directorate-General of Budget, Accounting and Statistics reported that the annual increase in the CPI reached 2.73% in September, a 2-and-a-half-year high, drawing criticism that the central bank had misjudged the situation by previously holding interest rates steady. The article says core CPI has also surged and that many overseas central banks have raised rates. It warns that failure to adjust interest rates could leave the central bank facing a weaker exchange rate and imported inflation, and urges it to consider raising rates to make up for lost ground.
Facts
The annual increase in the September consumer price index (CPI) reached 2.73%, its highest level in 2-and-a-half years, since March 2024.
Core CPI, excluding fruit, vegetables and energy, rose 2.52% in September, signaling mounting price pressures.
The central bank held its policy rate steady at its Q3 board meeting in mid-September, a decision described as an obvious misjudgment.
The annual increase in the September producer price index (PPI) reached 18.12%, reflecting significant upstream cost pressures.
The U.S. Federal Reserve, European Central Bank and Bank of Japan each decided to raise rates by 1 quarter-point during the central bank super week.
Jiang Minqin’s view: Those who trade for money see money and trust both disappear—peace that diesel cannot buy
Published ・ Source Taiwan | 風傳媒
In October 2026, the United States suspended diesel sanctions on Russia to address high domestic fuel prices and urged Ukraine to stop attacking refineries. The article exposes a conflict of interest involving a special envoy and the sale of 盧克石油 assets, and criticizes the United States for sacrificing the credibility of its allies in pursuit of electoral gains.
Facts
Shell Bay Golf Club, owned by U.S. Middle East envoy Witkoff, hosted a meeting with Ukrainian and British, German and French national security advisers.
盧克石油’s overseas assets are valued at about US$20 billion, and the bidding team is led by Trump donor Poli.
The cryptocurrency company 世界自由金融 was co-founded by Trump and Witkoff, and an entity owned by Tannon holds 半 of its shares.
Ukraine’s Economy Minister Kravchenko said Russian airstrikes have destroyed nearly 一百億 dollars’ worth of infrastructure this year.
Yue Jianyong’s view: Coming back?—The true end of Britain’s “splendid isolation”
Published ・ Source Taiwan | 風傳媒
十 years after Brexit, France and Spain have welcomed the prospect of Britain rejoining the EU amid a weakening relationship with its U.S. ally and declining national strength. The article argues that while Britain regained legal sovereignty, it lost influence over the market, while Europe needs British military assets to maintain strategic balance. Britain is now in the process of reintegrating in exchange for sovereignty for power.
Facts
On September 30 in Madrid, French President Macron joked in English, “Welcome back,” when speaking about the possibility of Britain rejoining the EU. Spanish Prime Minister Sánchez also said he would welcome Britain “with open arms.”
In 2025, the EU still accounted for 41% of Britain’s exports and 50% of its imports.
The UK and France are the only two nuclear-armed countries in Western Europe. In 2025, they announced further coordination of their respective nuclear deterrents.
The Gibraltar agreement was provisionally implemented in July this year, resolving the most contentious border issue between the UK and Spain.
British scholars Peter Wilson and Tim Oliver say Britain has gone from being a “decision-maker” in Brussels to a “decision-taker,” and at most a “decision-influencer.”
Wang Yixiong’s view: A peace referendum is the final line of defense for peace across the Taiwan Strait
Published ・ Source Taiwan | 風傳媒
Wang Yi-hsiung, founder of 海潮智庫, called for restarting cross-strait dialogue through a peaceful referendum. He has submitted a proposal to the Central Election Commission aimed at establishing an institutionalized peace framework to avert the risk of war.
Facts
海潮智庫 has formally submitted a referendum proposal titled “Cherish Life, Pursue Peace” to the Central Election Commission.
In 2011, former President Ma Ying-jeou proposed that the two sides of the Taiwan Strait sign a peace agreement, hoping to institutionalize the peaceful status quo.
After Nancy Pelosi’s visit to Taiwan, the People’s Liberation Army held large-scale military exercises around the Taiwan Strait and launched missiles.
The author, Wang Yi-hsiung, is a former legislator and founder of 海潮智庫.
The peaceful referendum advocates authorizing the establishment of a national affairs conference through a democratic process, with participants from all sectors working together to build consensus.
Chang Jui-hsiung’s view: Are voters choosing a mayor or choosing an “online enemy”?
Published ・ Source Taiwan | 風傳媒
Chang Jui-hsiung, an honorary chair professor at 台北商業大學, wrote that the online environment surrounding the Taipei mayoral election reflects how Chiang Wan-an’s posts attracted 400,000 comments, showing that algorithms reward anger and cause online buzz to replace public opinion. He called for a return to the fundamentals of city governance.
Facts
Chiang Wan-an posted an anti-drug message on Facebook on the evening of Oct. 3, receiving more than 400,000 comments in a single day.
About one-third of Chiang Wan-an’s online buzz came from news media, while more than half of Hsu Po-yang’s came from Threads.
Qian Yijun was targeted by online trolls after expressing her genuine feelings following an interview with Hsu Po-yang.
The author is Chang Jui-hsiung, an honorary chair professor at 台北商業大學.
Algorithms tend to make mocking, meme-based or out-of-context videos go viral overnight, rather than moderate policy analysis.
Du Shengcong’s view: Better to be outside the party once again—from the “Alliance of Opposition Parties Outside the Party” to opposition coalition-building in Chiayi
Published ・ Source Taiwan | 風傳媒
On Oct. 11, 2026, author Du Shengcong visited Chiayi to examine the state of opposition coordination, comparing the “Alliance of Opposition Parties Outside the Party,” launched by Cheng Li-wun in 2025, with the local “Opposition Alliance” in Chiayi. In Chiayi, the Kuomintang has yielded to an independent candidate, and the blue and white camps have cooperated, presenting a substantive challenge to the local power structure long dominated by the Democratic Progressive Party.
Facts
On June 11, 2025, the “Alliance of Opposition Parties Outside the Party” was established at the National Taiwan University Alumni Association. Cheng Li-wun was then a former legislator.
On June 2, 1991, Lin Cheng-chieh quit the Democratic Progressive Party over its adoption of a pro-independence party platform and issued a statement titled “Better to Be Outside the Party Once Again.”
On Sept. 14, 2026, newly appointed National Archives director Chen Tsui-lien criticized people for appropriating the name of the democratic movement to organize an “Alliance Outside the Party.”
The Kuomintang Chiayi County chapter decided not to nominate a candidate in the county magistrate election, instead yielding to independent candidate Wu Pin-jui.
In Chiayi City, former Taiwan People’s Party legislator Chang Chi-kai won the joint primary poll, and Kuomintang member Weng Shou-liang was named campaign headquarters director.
Wu Dian-rong’s column: What Zhao Shaokang failed to ask Hsu Po-yang
Published ・ Source Taiwan | 風傳媒
A column analyzing Zhao Shaokang’s interview with Hsu Po-yang says Hsu’s positions on the recall threshold, national security red lines and the civic movement showed signs of cognitive warfare and inconsistency, and failed the test of credibility.
Facts
The program “Shaokang War Room” interviewed Democratic Progressive Party Taipei mayoral candidate Hsu Po-yang on the 7th. The DPP camp was pleased afterward, having achieved its cross-audience tactical goal.
The Kuomintang camp questioned whether host Zhao Shaokang had gone easy on Hsu Po-yang during the interview and helped boost his profile.
Hsu Po-yang once called the opposition’s passage of a law to distribute 10,000 to everyone “impoverishing Taiwan first, then unifying it,” but the accusation disappeared when the Lai administration decided to make the payment.
When it was in opposition, the Democratic Progressive Party advocated investigative powers; after taking office, Hsu Po-yang described them as a national security red line that could pose national security risks.
This year, the Lai administration decided to restart Nuclear 3 and Nuclear 2, abandoning the anti-nuclear groups that had fought alongside it in the past.
Bai Lu and Zhang Linghe’s The Story of Kunning Palace loses out! The best-looking “rebirth and revenge” historical Chinese dramas: The champion among the TOP10 has a smart, evenly matched couple and is the ultimate revenge fantasy
Published ・ Source Taiwan | 風傳媒
This article introduces ten popular historical Chinese dramas about rebirth and revenge, analyzes their plots and audience reception, and explores representative revenge fantasy dramas.
Facts
《翹楚》 stars Chen Duling and Zhou Yiran and tells the story of Chu Chao, who is reborn and takes part in court struggles and revenge.
《似錦》 stars Jing Tian and Zhang Wanyi. The female lead, Jiang Si, is reborn with memories of her past life and tries to rewrite her fate.
After being reborn, the female lead of 《百花殺》 awakens as Shen Xi, the Commandery Princess Zhaoning, and resolves to rewrite her fate.
The female lead Hua Qian’s rebirth in 《為有暗香來》 is actually a dream, and the ending prompted sharply divided reactions.
The male and female leads of 《度華年》 start over with memories of their past lives, changing from an antagonistic couple into partners who support each other.
In his speech on the theme of “a city on the hill” on National Day in year 115, President Lai Ching-te faced criticism from an opinion contributor, who questioned whether the vision was hollow amid divisions over national identity. The writer also criticized the government for relying on fines rather than education and the industry for being overly dependent on 臺積電, arguing that it lacked a long-term vision for shared prosperity across industries.
Facts
President Lai Ching-te delivered a speech titled “Taiwan, a City on the Hill, the Salt of the Earth, the Light of the World” on the National Day of the Republic of China in year 115.
Legislative Yuan President Han Kuo-yu said in his remarks that some people want to turn Taiwan into the 51st state of the United States, Japan’s fifth-largest island or China’s 31st province.
In the full text of the National Day address, the word “Taiwan” appeared 42 times and “Republic of China” appeared 2 times.
臺積電 is described as the “sacred mountain protecting the nation” and is a major achievement for Taiwan in the global semiconductor industry.
The author, a retired university administrator, wrote this opinion piece.
Luo Tianyi’s view: Institutional readiness in the AI era—How Taiwan can build a trustworthy governance framework
Published ・ Source Taiwan | 風傳媒
Luo Tianyi analyzes the state of AI governance in Taiwan, noting that although the Artificial Intelligence Basic Act has established a direction, it needs to be implemented through enforceable systems. The article offers four recommendations: adopt scenario-based risk tiers for high-risk AI; have the public sector establish complaint and redress mechanisms first; address harms from deepfake technology through tiered measures; and establish practical rules for training data governance. The aim is to safeguard “human decisional agency” and build social trust.
Facts
Taiwan’s Artificial Intelligence Basic Act has established a governance framework based on human-centeredness, transparency, fairness, safety and accountability.
The EU AI Act adopts a risk-based classification; AI systems with different uses and levels of impact should not be subject to the same obligations.
Before adopting AI, public agencies should answer who the system affects, what adverse consequences it may cause and what redress mechanisms are available.
The core interests at stake in deepfake technology are personality rights, property, privacy and trust in public information.
Disputes over training data for generative AI require practical data governance, not a blanket ban or laissez-faire approach.
The most important interest to emphasize in the AI era is “human decisional agency.”
A-Jiang Yigu Xilan’s view: Hey! Weren’t you the one who told me to do whatever it takes?
Published ・ Source Taiwan | 風傳媒
This article explores the sociopsychological and governance challenges posed by the development of superintelligence (SI). Citing research by Chan and others on the compression of development timelines, as well as UNESCO’s ethical recommendations, it argues that human fear of AI stems from projecting our own history onto it and from the narrowing of knowledge. It contends that future AI should have the capacity for cultural restraint and ecological coordination.
Facts
In September 2026, Alan Chan and 22 other AI researchers proposed a study suggesting that AI research and development progress could be compressed into five weeks.
Anthropic says recursive self-improvement has not yet been achieved and is not inevitable.
UNESCO recommends a participatory approach when AI is used for languages and cultural heritage.
In 2025, NIST defined the roles of red teams, blue teams and white teams in AI testing.
Opinion: Must the National Day stage avoid strong words? Can the constitutional rift only be discussed in hushed tones?
Published ・ Source Taiwan | 風傳媒
Legislative Speaker Han Kuo-yu departed from his prepared remarks at the National Day celebration, criticizing the mass recall campaign as political persecution and questioning the Executive Yuan’s refusal to countersign bills, warning that democracy was becoming an illusion. The pan-green camp hit back, saying his words and conduct were out of line, while this article criticizes the ruling party for covering up constitutional rifts.
Facts
Legislative Speaker Han Kuo-yu went off script during his National Day address, criticizing the mass recall campaign as tantamount to political persecution.
Han Kuo-yu questioned the Executive Yuan’s repeated refusals to countersign bills passed by the Legislative Yuan in third reading.
Han Kuo-yu warned that Taiwan’s democracy must not be seen by the world as “fake democracy, real dictatorship.”
The pan-green camp accused Han Kuo-yu of disrupting the national celebration and behaving inappropriately, even “making Taiwan a laughingstock internationally.”
The Executive Yuan’s refusal to countersign eight bills passed by the legislature has sparked debate over the constitutional basis for the move.
Li Hsiang-chou devotes a large section of the eighth chapter of his new book to the Hung Chung-chiu case and offers proposals for military reform.
Shen Wei-chih, commander of the 542nd Brigade and a defendant in the Hung Chung-chiu case, was later acquitted and exonerated. He is now deputy director of the Ministry of National Defense’s office.
Li Hsiang-chou and former Chief of the General Staff Lee Hsi-ming discuss the need for Taiwan’s defense to adopt an asymmetric warfare approach.
In his book, Li Hsiang-chou expresses the identity view that “Taiwan is a sovereign, independent country” and “We are Taiwanese, and Taiwan is a country.”
Li Hsiang-chou served overseas in Denmark for more than six years and has repeatedly cited Denmark as an example of how Taiwan might find a way forward.
The author considers bayonet training a combat skill that trains strength, technique, courage, resolve and command.
Opinion: Discovering Love Letters to Grandma on YouTube
Published ・ Source Taiwan | 風傳媒
This article criticizes Taiwan’s current lottery system for allocating import quotas for mainland Chinese films, saying it has become obsolete in the age of digital streaming because viewers can watch films on YouTube. It recommends scrapping the lottery and returning to market mechanisms.
Facts
The hit mainland Chinese film Love Letters to Grandma has sparked a sensation in markets on both sides of the Taiwan Strait and overseas, with screenings at film festivals selling out.
Taiwanese viewers who want to see the film in theaters must rely on a lottery system for distributors, which offers only 10 slots each year.
Taiwan’s current controls on importing films from mainland China stem primarily from a quota lottery system under the framework of the Act Governing Relations Between the People of the Taiwan Area and the Mainland Area, Hong Kong and Macao.
Viewers have already been able to watch the film seamlessly on online video platforms such as YouTube, showing that physical controls have failed.
The author argues that the lottery system should be scrapped in favor of transparent classification reviews and market mechanisms.
The Supreme Administrative Court issued a final ruling against the China Youth Corps, finding that it was indeed an affiliated organization.
The Kuomintang and Taiwan People’s Party amended the law in January this year to exclude the China Youth Corps from the Ill-gotten Party Assets Act, but the amendment has no effect because it was not promulgated by the president.
In March of 105, the minister of the interior testified before the Legislative Yuan that the China Youth Corps was not affiliated with the Kuomintang.
A final civil ruling by the Supreme Court in 106 found that the China Youth Corps was subordinate to the Ministry of National Defense and was a government agency.
Constitutional Court Judgment No. 3 of 112 stated that the China Youth Corps could hardly be considered an administrative organization established in accordance with the law.
The author accuses Lai and Cho of refusing to countersign several bills passed by the Legislative Yuan in third reading.
Chinese Students at the “Red Mecca”—The Communist University of the Toilers of the East: Excerpt from China’s Vanguard in the Kremlin (1)
Published ・ Source Taiwan | 風傳媒
This article looks back at how early Chinese Communist Party leaders such as Liu Shaoqi and Xiao Jinguang went to the Soviet Union to study in 1920-1921. It describes how the Shanghai Foreign Languages School served as a training center, where Chen Duxiu worked with Soviet representative Grigory Voitinsky to provide students with language and Marxist education before they entered the Communist University of the Toilers of the East.
Facts
The first group of Chinese students entered the Communist University of the Toilers of the East in July nineteen twenty-one; there were two students in all.
On August 1, 二十六 Chinese people enrolled, including Liu Shaoqi, Luo Yinong and Wu Fang.
The Shanghai Foreign Languages School was organized by Chen Duxiu and Grigory Voitinsky and was located at No. 6 Yuyuan Road.
Yang Mingzhai served as principal of the Shanghai Foreign Languages School and taught Russian; Wang Yuanling was also a Russian teacher.
Classes were free, but to avoid arousing suspicion among French police, the school claimed to charge two silver dollars a month.
Taiwan Weather in Charts: Where Does It Rain the Most, and Where Gets the Most Sun? Maps of Rainfall and Sunshine Across Taiwan Show Huge Differences by Location
Published ・ Source Taiwan | 風傳媒
This article examines climate differences across Taiwan, noting that the Anbu station on Yangmingshan has the highest rainfall and Kaohsiung the most sunshine. The differences are mainly due to topography and monsoon effects.
Facts
The Yangmingshan Anbu station recorded average annual rainfall of 4697.1 millimeters from 1991-2020.
The Penghu station recorded average annual rainfall of 1030.5 millimeters from 1991-2020.
The Kaohsiung station recorded an average of 2281.8 sunshine hours a year from 1991-2020.
The Yangmingshan Anbu station recorded an average of 956.4 sunshine hours a year from 1991-2020.
The Lanyu station in Taitung County recorded an average of 209.6 rainy days a year from 1991-2020.
The Daping station in Wanli District, New Taipei City, recorded average annual rainfall of 6533 millimeters from 2011-2020.
The Dongjidao station in Penghu recorded an average of 69.4 rainy days a year from 1991-2020.
The Kaohsiung station recorded average rainfall of 17.7 millimeters in February and 512.4 millimeters in August from 1991-2020.
Huang Renxun has said that an AI lab should be shut down if it determines that it cannot control its own experiments and that a model could escape and harm the outside world.
Precious Metals Wrap: Hot U.S. CPI Raises Odds of Fed Rate Hike; Gold Falls for Third Straight Session
Published ・ Source Taiwan | 鉅亨網
U.S. September CPI data came in above expectations, pushing the odds of a Federal Reserve rate hike to 42% and sending spot gold down 1.8% to 4083.94 dollars for a third straight session of losses. A stronger dollar and rising Treasury yields added further pressure on gold, while silver, platinum and palladium also fell.
Facts
Spot gold fell 1.8% to 4083.94 dollars an ounce, its lowest level since October 7.
The U.S. CPI rose 0.6% month over month in September, up from 0.4% in August.
Markets expect about a 42% chance of a Fed rate hike this month.
Jonathan Krinsky, head of technical analysis at Wall Street firm BTIG, warned that the market value of the Magnificent Seven is nearing $25 trillion, accounting for nearly 35% of the S&P 500’s weighting and making the group the last pillar supporting the broader market. However, market breadth is severely weak, with most constituents falling and trading volume shrinking. A reversal in the group’s rally would bring enormous downside pressure.
Facts
As of Oct. 13, the Magnificent Seven’s combined market value is on track to reach $25 trillion for the first time.
The S&P 500 has risen about 14% since the start of 2026, but more than 40% of its constituents have fallen over the same period.
The Magnificent Seven account for about 34.8% of the S&P 500’s total market value.
SPY trading volume on Oct. 12 was among the lowest levels on a non-holiday trading day since 2003.
Fewer than half of S&P 500 constituents are currently trading above their 200-day moving average.
Apple Intelligence finally gets a reported China launch timeline, with debut as early as December
Published ・ Source Taiwan | 鉅亨網
Bloomberg reports that Apple could launch Apple Intelligence in China as early as December alongside iOS 27.3, using Alibaba’s Tongyi model, but with limited features.
Facts
Apple plans to launch Apple Intelligence in China as early as December this year alongside the iOS 27.3 update.
The mainland China version of Apple Intelligence will use backend models Tongyi Wanxiang and Tongyi Qianwen, provided by Alibaba.
The China version of Apple Intelligence will not offer the Image Playground image-generation tool.
Apple shares closed up 0.50% at $342.96 each on Thursday, giving the company a market value of about $5.01 trillion.
Apple cleared the relevant regulatory hurdles in July this year.
輝達 and 台積電 ADRs fall more than 3% as inflation data intensifies pressure on chip stocks
Published ・ Source Taiwan | 鉅亨網
Chip stocks came under heavier selling pressure amid hotter-than-expected inflation data and rate-hike concerns. 輝達, 台積電 ADRs and 超微 shares fell sharply, while memory makers also came under pressure. Emerging cloud services provider CoreWeave plunged more than 16% on debt concerns, with the market turning its attention to 台積電’s earnings to assess the health of AI infrastructure investment.
Facts
輝達 (NVDA-US) closed down more than 3% on Wednesday
台積電 ADRs fell 3.4%
超微 (AMD-US) plunged 5.7%
Shares of emerging cloud computing services provider CoreWeave (CRWV-US) plunged more than 16%
The market expects 台積電’s quarterly profit to grow 60%
Musk praised 美光’s pricing strategy as reasonable, but its shares fell for 5 straight days amid concerns about Chinese competition and market pressure.
Facts
Musk publicly endorsed 美光’s memory pricing strategy as reasonable, saying it could help build long-term customer loyalty.
美光 shares closed down 4.10% at $914.13 each on Wednesday, marking their 5th consecutive trading-day loss.
Musk blasted other manufacturers for proposing extreme, near-extortionate contract terms, warning that customers would absolutely remember the score.
China’s 長鑫存儲 has made progress in technology to increase memory density per chip, and server memory products using a 4F² architecture could launch later this year.
美光 warned that tight memory supplies will persist through 2028.
輝達, 超微 and 蘋果 rush to place orders! 美銀: 台積電 could reach its 2027 capacity target ahead of schedule, with 2-nanometer revenue contribution rising to 11%
Published ・ Source Taiwan | 鉅亨網
美銀 said surging orders from 輝達, 超微, 蘋果 and 高通 have prompted it to raise 台積電’s 2-nanometer monthly capacity estimate to 120,000 wafers. The target could be reached as early as 2026, ahead of schedule, while 2-nanometer revenue share is expected to jump to 11% in the third quarter.
Facts
台積電’s estimated 2-nanometer monthly capacity by the end of this year was raised by two-tenths to 120,000 wafers
台積電 could meet in 2026 its original target of monthly production of 110,000 to 140,000 wafers by the end of 2027
Output in the first year of 2-nanometer production will be 45% higher than in the first year of 3-nanometer production in 2023
Capacity could grow at a compound annual rate of 70% from 2026 to 2028
As of the end of the second quarter of 2026, the 2-nanometer process accounted for just 3% of revenue, while 3-nanometer and 5-nanometer accounted for 30% and 33%, respectively
美銀 forecasts that 2-nanometer revenue share will jump to 11% in the third quarter
Monthly supply and demand for advanced-process wafers will exceed 500,000 in the third quarter of 2028, with capacity utilization reaching 105%
The 2-nanometer capacity ramp is estimated to weigh on short-term gross margin by 3 to 4 percentage points, while overseas factory expansion will add 2 to 3 percentage points of pressure
Hot U.S. stock ETFs revealed! Trading surges in leveraged products tied to Bitcoin, 輝達 and Tesla
Published ・ Source Taiwan | 鉅亨網
Recent trading hotspots in the U.S. ETF market have centered on Bitcoin, leveraged single-stock funds and semiconductor products. BITO led in trading volume, while leveraged ETFs tied to Tesla and SanDisk also drew attention. The article emphasizes that high trading volume does not mean low risk, and investors should pay attention to the difference between the long-term performance of leveraged products and that of their underlying assets.
Facts
ProShares Bitcoin ETF (BITO) averaged 132.8 million shares in daily trading volume over the past 3 months, ranking first among the most actively traded ETFs.
Tradr 2x Long SanDisk Daily ETF (SNXX) averaged 83.3 million shares in daily trading volume, ranking second.
Direxion Daily TSLA 2x Bull ETF (TSLL) averaged 80.6 million shares in daily trading volume, ranking third.
貝萊德’s iShares Bitcoin Trust ETF (IBIT) has about $66.3 billion in assets under management.
GraniteShares 2x Short 輝達 Daily ETF (NVD) averaged 79 million shares in daily trading volume, but had only $58.5 million in assets under management.
Direxion Daily Semiconductor 3x Bull ETF (SOXL) averaged 63.6 million shares in daily trading volume.
ProShares UltraPro QQQ (TQQQ) has about $39.5 billion in assets under management.
U.S. stocks after hours: Hotter U.S. CPI and AI financing concerns deal a blow; Philadelphia Semiconductor Index plunges more than 4%, 台積電 ADR falls more than 3%
Published ・ Source Taiwan | 鉅亨網
U.S. September CPI rose to 3.7%, above expectations, while concerns about AI companies’ financing compounded the pressure, battering U.S. technology and semiconductor stocks. The Philadelphia Semiconductor Index fell more than 4%, and 台積電 ADR also plunged.
Facts
The U.S. consumer price index (CPI) rose 3.7% year over year in September
The Philadelphia Semiconductor Index fell 4.30%
AI cloud provider CoreWeave shares plunged more than 15%
台積電 ADRs plunged 3.40%
The average price of gasoline across the United States is about US$4.33 per gallon.
West Texas Intermediate (WTI) crude futures stood at $95.09 a barrel
Netflix to cut about 6% of its global workforce
貝萊德’s assets under management reach $15.5 trillion
Energy after hours: Saudi Aramco hit, Iran changes tactics for attacking ships! Brent tops $106
Published ・ Source Taiwan | 鉅亨網
Escalating conflict in the Middle East led to attacks on Saudi Aramco facilities and threats to shipping in the Strait of Hormuz, pushing Brent crude above $106. Although some exports have resumed, a supply-risk premium continues to dominate market sentiment.
Facts
Brent crude futures rose 37 cents, or 0.35%, to settle at $106.06 a barrel on Wednesday (the 14th).
U.S. West Texas Intermediate (WTI) crude futures rose 95 cents, or 1.01%, to $95.09 a barrel, the highest in 3 weeks.
Yemen’s Houthi armed group attacked an administrative building belonging to Saudi Aramco in Dhahran, causing a limited-scale fire.
Riyadh International Airport has been attacked 4 times over the past week, with one attack leaving 13 people dead.
Data from 國際能源署 (IEA) show that crude oil exports from Persian Gulf oil-producing countries in the Middle East rose by 4.4 million barrels per day in September from the previous month, recovering to about 75% of prewar levels.
Russia’s crude oil production rose by 65,000 barrels per day in September to 8.43 million barrels per day, but remained 870,000 barrels per day below the same period last year.
New York FX market: Dollar retreats after hitting an 18-month high as investors expect Fed to remain patient
Published ・ Source Taiwan | 鉅亨網
The dollar retreated on Wednesday after hitting an 18-month high, as investors expected the Federal Reserve to remain patient. U.S. CPI for September was stronger than expected, the euro hit a 17-month low against the dollar, and markets are watching for subsequent economic data.
Facts
The dollar hit an 18-month high on Wednesday (14), as stronger-than-expected U.S. inflation data briefly reignited market expectations that the Federal Reserve (Fed) could raise interest rates later this month.
In late New York trading, the U.S. dollar index (DXY), which tracks the dollar against 6 major currencies, rose 0.34% to 102.53, after earlier climbing to 102.94 in late-morning trading.
Data released by the U.S. Department of Labor’s Bureau of Labor Statistics showed that U.S. consumer prices rose markedly in September as gasoline prices surged.
輝達’s “favorite child” CoreWeave plunges more than 15% as bond yields near 15%; Musk calls it “not good”
Published ・ Source Taiwan | 鉅亨網
Concerns over borrowing for AI infrastructure sent 輝達’s “favorite child” CoreWeave shares tumbling more than 15%, with bond yields nearing 15%; Musk called the situation not good. Selling spread to tech stocks including SpaceX and 甲骨文, reflecting investor concerns about AI companies’ heavy capital spending and financing costs.
Facts
CoreWeave shares closed down 15.46% on Wednesday at $65.78 per share.
CoreWeave bonds maturing in 2032 had yields to maturity of about 14.8%, while those maturing in 2031 yielded about 14.9%.
Companies mentioned：輝達、CoreWeave、SpaceX、甲骨文、Nebius、戴爾、Social Capital、富國銀行、巴隆週刊、Freedom Capital Markets、標普信評、標普全球市場財智、KeyBanc、德意志銀行、Idem Est Research & Advisory、Alphabet、亞馬遜、Meta、摩根大通、CNBC
高盛 warns: AI bond issuance lull is about to end! $150 billion financing wave could hit credit markets
Published ・ Source Taiwan | 鉅亨網
高盛 warned that the lull in AI bond issuance is about to end, and a financing wave of about $150 billion could hit credit markets. Spreads are stable now only because AI giants have paused borrowing; when supply returns, the credit curve will face significant pressure.
Facts
高盛 credit sales trader Jeffrey Papai said that AI-related bond issuance abruptly halted in September 2025, giving the market a rare breathing space.
高盛 estimates that issuance of AI-related investment-grade bonds with maturities of 7 years or less will reach $275 billion in 2027, accounting for 20% to 25% of the supply of all short-dated investment-grade bonds.
Last month, investment-grade credit spreads fell below 13% of total yields for the first time, setting record lows in both nominal and percentage terms.
博通’s 5-year credit default swaps (CDS) were quoted at 136 basis points last week, while 甲骨文’s were quoted at 261 basis points, both record highs.
Net inflows into investment-grade funds reached $12 billion in the 6 weeks after the Jackson Hole meeting, including $5 billion in inflows last week alone.
Since September 2025, there have been 23 AI-related deals worth at least $3 billion each, totaling $378 billion.
SpaceX unveils its most advanced voice AI model, Grok Voice 3.0, handling seven-tenths of Starlink customer service calls
Published ・ Source Taiwan | 鉅亨網
SpaceX launched the voice AI Grok Voice 3.0, saying it resolves 70% of Starlink customer service issues and ranks first in evaluations. It also supports in-car use in Tesla vehicles, with pricing unchanged.
Facts
SpaceX launched Grok Voice 3.0 on Wednesday (14), saying it can handle about 70% of Starlink customer service calls.
Grok Voice 3.0 ranked first with a score of 86.9 on Artificial Analysis’s Speech-to-Speech Overall Index.
Grok Voice 3.0 remains priced at $0.08 per minute, equivalent to $4.80 per hour.
Grok Voice 3.0 now supports in-car conversations in Tesla vehicles and can handle tasks such as calendars, messages and ordering coffee.
Grok Voice 3.0 ranked first in the Speech Agent Arena test, with a task success rate of 94.8%.
Taiwan stocks premarket: U.S. September CPI up 3.7% year over year, above expectations; 4 state-owned financial companies and 2 state-owned banks post combined profit of NT$134.5 billion in first 3 quarters
The U.S. consumer price index (CPI) rose 3.7% year over year in September and 0.6% month over month, its largest increase in 5 months.
The 4 state-owned financial companies and 2 state-owned banks posted combined earnings of NT$134.513 billion in the first 3 quarters, up 22.21% year over year and a record for the same period.
Foreign investors were net sellers for 6 consecutive days ahead of 台積電’s earnings call, selling a combined approximately NT$20.037 billion.
Taiwan and the United States signed a letter of intent for the purchase and sale of Alaskan liquefied natural gas and investment, marking significant progress in their cooperation plan.
Yuan Chi-feng column: U.S. inflation in September above expectations
Published ・ Source Taiwan | 鉅亨網
Yuan Chi-feng analyzes U.S. inflation in September, which came in above expectations, and reviews the performance of Hong Kong and A-share markets. The Hang Seng Index edged lower, the Tech Index rose, and southbound funds were net sellers. China’s trade data and inflation indicators both beat expectations, while individual companies such as Tencent and 康方生物 made capital moves.
Facts
U.S. CPI rose 3.7% year over year in September, above the market expectation of 3.6%.
The Hang Seng Index closed at 24,314 on Wednesday, down 0.1%.
China’s exports rose 36.3% year over year in September, well above the expected 25.7% increase.
康方生物 placed 20 million new shares at HK$97.76 per share.
China’s producer price index (PPI) rose 5% year over year in September.
Southbound Stock Connect funds were net sellers of about 100 million yuan on Wednesday.
The Hang Seng Tech Index rose 0.9% to close at 4,174.
SpaceX restricted Starlink speeds without notifying the Ukrainian military, causing drone missions to fail. Ukraine questioned whether this was related to pressure from Trump; neither side has responded so far.
Facts
Ukrainian officials accused SpaceX of imposing limits on some Starlink services without prior notice, disrupting drone connections and causing missions to fail.
SpaceX imposed speed limits on Starlink terminals used by defense forces when they are moving at more than 100 miles per hour.
Ukraine’s 7th Rapid Response Corps of the Air Assault Forces said Starlink connectivity problems directly affected drones that rely on the service for flight control.
A unit fighting in the southeastern Zaporizhzhia region said it had been forced to cancel some planned operations.
Serhii Beskrestnov, an adviser on Ukrainian defense technology, said the military learned of the restrictions from customer service only after discovering operational problems and filing a complaint.
Trump called on Ukraine to stop attacking Russian oil refineries and urged Zelensky to be replaced.
Musk agreed this year to disable thousands of Starlink terminals used by Russian forces in Ukraine.
Cook led Apple for 15 years as company joins $5 trillion market cap club
Published ・ Source Taiwan | 中央社 CNA
蘋果公司 shares closed up 0.50%, officially pushing its market capitalization past $5 trillion and making it the 2nd company globally to reach the milestone; during former CEO Cook’s 15-year tenure, the company’s market value grew more than 13 times.
Good morning, World | 中油 to buy 6 million tons of Alaska natural gas annually, with investment estimated at up to $4.4 billion
Published ・ Source Taiwan | 中央社 CNA
中油 has made progress in negotiations with the U.S. and is expected to buy 6 million tons of liquefied natural gas from Alaska annually, with investment of up to $4.4 billion; Tesla CEO Elon Musk’s proposed chip plant is considered extremely challenging and poses no short-term impact on 台積電; AI demand drove 艾司摩爾 revenue to a record high; the Ocean Affairs Council held a coastal security meeting to address China’s gray-zone threats; Belize opposed China’s sanctions and firmly supported Taiwan; U.S. drone startups are flocking to Taiwan to seek partnerships; the Taiwan Affairs Office again sanctioned Shen Po-yang’s family business; and the World Medical Association reaffirmed its support for Taiwan’s participation in WHO programs.
Facts
Buy 6 million tons of liquefied natural gas annually
Estimated investment of up to $4.4 billion
could contribute to domestic natural gas supplies as early as 2032
Even if Musk's fab plans become reality, it will be 5 to 10 years before it is built
安杜里爾’s drone contracts with Taiwan have exceeded $1 billion
An average of 8.73 million tablets consumed per month
Trump mentions 台積電 at Arizona rally, says U.S. will account for 50% of global chip production capacity
Published ・ Source Taiwan | 中央社 CNA
Trump mentioned 台積電 at a rally in Arizona, saying the United States would control 50% of global chip production capacity in a short time; 台積電’s total investment reached $265 billion.
OpenAI employees jump ship to 蘋果; former employer accuses them of taking secrets
Published ・ Source Taiwan | 中央社 CNA
OpenAI accused former employees of taking more than 100 confidential files when they joined 蘋果; litigation between the parties over trade secrets is ongoing, and the case is expected to go to trial in 2027.
Trump calls Somaliland a country; hundreds gather in capital to celebrate
Published ・ Source Taiwan | 中央社 CNA
U.S. President Trump called Somaliland a “completely different country,” prompting hundreds of Somalilanders to gather in the capital, Hargeisa, to celebrate, seeing it as a sign that the United States would recognize its independence.
Facts
Hundreds of Somalilanders
(中央社, Mogadishu, 14, compiled from foreign reports)
However, Trump said at a rally in Ohio on the 12th
Large public baths or beauty appliances? Survey of doctors' needs for business hotel amenities
Published ・ Source Japan | m3.com
Doctors LIFESTYLE surveyed doctors about their use of business hotels. The previous installment, vol.2, discussed data on location, value for money and points rewards; this installment examines demand for hotel facilities.
[Manga] A young doctor eagerly takes on an overnight shift, but…
Published ・ Source Japan | m3.com
An announcement for a manga series featuring a bittersweet misunderstanding in which a patient tells a young doctor on an overnight shift, “You don't look like a doctor.”
A social media firestorm. Why a nurse was fired in a hurry
Published ・ Source Japan | m3.com
An introduction to the series “インヴェスドクター's Take on Viral News!” by influencer doctor インヴェスドクター. The previous topic was responding to questions about a patient's condition on Sundays; this installment covers a social media firestorm and the swift dismissal of a nurse.