Telecom stocks offer shelter as Taiwan shares plunge; Chunghwa Telecom and Taiwan Mobile hit record highs
Published ・ Source Taiwan | 中央社 CNA
As Taiwan stocks plunged, telecom shares bucked the trend and became a safe haven for funds. Chunghwa Telecom and Taiwan Mobile hit record highs, while 遠傳 approached its peak.
台電 Deputy General Manager Cheng Ching-hung said surging power demand driven by AI has created a global shortage of large gas-fired units. Major manufacturers have annual capacity of about 60 to 70 GW, but orders exceeded 110 GW last year, extending delivery times from 2 years to more than 4 years and driving prices up 3 to 4 times. To address the challenge, 台電 is working to incorporate power infrastructure into national land-use planning to shorten construction timelines, and stressed that power sources, the grid and end users must be coordinated.
Lai Hui-yuan draws criticism over remarks on Jia Yongjie’s outfit; DPP says meddling in her wardrobe is going too far
Published ・ Source Taiwan | 中央社 CNA
DPP legislator and Finance Committee convener 賴惠員 sparked controversy with comments about 台北101 Chairwoman 賈永婕’s clothing, then apologized and said she would reflect on her remarks. DPP caucus secretary-general 莊瑞雄 and secretary 范雲 said lawmakers should oversee the executive branch, not interfere with someone’s wardrobe. They also criticized the KMT’s pre-election proposal to distribute NT$20,000 in cash to everyone, calling it a last-ditch move that could leave debt to future generations.
New Taipei’s Taiwan golden-rain trees turn red, painting autumn streets in four hues
Published ・ Source Taiwan | 中央社 CNA
Taiwan rain trees along roads in several parts of New Taipei City are entering their autumn color-changing period, displaying a beautiful “four-color” scene of green, yellow, red and brown. The city government reminded visitors to watch out for red-banded blister beetles and poisonous lychee stink bugs while viewing the trees, and to avoid accidentally eating the seeds.
China’s Zhejiang University and Tsinghua University discover new graphene membrane structure, touting high strength and light weight
Published ・ Source Taiwan | 中央社 CNA
Research teams from China’s 浙江大學 and 北京清華大學 have published findings on a new graphene membrane structure in the journal Nature. The structure is touted as having high strength, toughness and elasticity, with potential applications in lightweight aerospace materials and protective equipment.
Anhui Party chief Li Lecheng inspects 長鑫科技, highlighting development of the industry and information technology sectors
Published ・ Source Taiwan | 中央社 CNA
Newly appointed Anhui Communist Party chief Li Lecheng visited 長鑫科技, stressing the need to expand and strengthen the integrated circuit industry and support the company’s growth.
Heavy motorcycle and car collide on Dezhao Bridge on Miaoli County Route 13A; Filipino rider falls from bridge and dies
Published ・ Source Taiwan | 中央社 CNA
A traffic accident occurred on Dezhao Bridge on Route 13A in Zaoqiao Township, Miaoli County. A Filipino heavy motorcycle rider collided with a passenger car and fell about 20 meters below the bridge. The rider died after being taken to hospital. Police said an initial alcohol test registered 0, and the cause of the crash remains under investigation.
Small truck suspected of hitting roadwork vehicle on southbound National Freeway 3 in Changhua; 1 dead, 1 injured
Published ・ Source Taiwan | 中央社 CNA
A small truck was suspected of rear-ending a roadwork vehicle on the southbound section of National Freeway 3 in Changhua, killing a woman surnamed Wang and injuring a man surnamed Qiu. The cause of the crash remains under investigation.
NDC: Considering legal amendments to increase penalties for employers hiring undocumented workers
Published ・ Source Taiwan | 中央社 CNA
National Development Council Minister Yeh Chun-hsien said the government is considering amending the law to increase penalties for employers who hire undocumented workers, in response to problems arising from missing migrant workers in Taiwan taking unauthorized jobs. Legislator Cheng Cheng-chien said the number of such workers is estimated at more than 100,000 and suggested addressing labor shortages and supply-demand imbalances through market mechanisms.
Facts
Taiwan has brought in a total of 895,000 migrant workers
795,000 migrant workers have valid employment permits
99,000 migrant workers have expired employment permits
The number of undocumented workers is estimated at more than 100,000
Japan-U.S. investment plan expands to semiconductors; 格羅方德 to build 2 wafer plants in New York state
Published ・ Source Taiwan | 中央社 CNA
The Japan-U.S. investment plan is expanding to semiconductors, with 格羅方德 announcing plans to build 2 wafer plants in New York state. Funding will reach as much as US$21 billion, provided by Japan, with the U.S. government taking a 4% equity stake and providing CHIPS Act subsidies.
Facts
Funding could reach as much as US$21 billion
US$550 billion investment and financing plan for the United States (approximately NT$17.7 trillion)
Cumulative investment and financing totals US$109 billion
First investment of about US$10 billion (approximately NT$323.3 billion)
Capital investment increased to US$5 billion (approximately NT$161.7 billion)
Deaths from unexplained pneumonia in Russia prompt Hong Kong residents to stock up on masks
Published ・ Source Taiwan | 中央社 CNA
Deaths from pneumonia of unknown cause have been reported in Siberia, Russia, and news of the cases has prompted some Hong Kong residents to panic-buy masks. Sales of local mask brand Hong Kong Mask have surged 30 times, while orders for manufacturer 救世 have jumped 7 times and pharmacy sales have also risen by two-tenths. Hong Kong’s 衛生署 said it has taken preventive measures and is closely monitoring the situation, but the World Health Organization said there is currently no evidence of sustained transmission.
Facts
28-year-old female employee
500,000 views
Surged 30 times
Orders jumped 7 times
Average sales rose sharply by two-tenths
Companies mentioned：星島日報、Hong Kong Mask、救世、港九藥房總商會、衛生署、衛生防護中心、世界衛生組織
Chiang Wan-an floats relocating Songshan Airport; Eric Chu calls it an inevitable trend and urges DPP not to mock the proposal
Published ・ Source Taiwan | 中央社 CNA
Former 國民黨 chairman Eric Chu backed Taipei Mayor Chiang Wan-an’s proposal to relocate Songshan Airport, saying it is an inevitable trend and a visionary move for urban development. He urged the 民進黨 not to mock the proposal as it had mocked other policy ideas in the past. Chu also advised Chiang to focus on his record in an upcoming debate with 民進黨 candidate Shen Po-yang, and said he understood polls showing the green camp ahead in the New Taipei City mayoral race but would approach the situation cautiously.
Facts
2026 Nine-in-One Elections
Past 4 years
Over the next 4 years
Leads 國民黨 candidate Lee Chuan by 13 percentage points
30-year-old woman faints and is diagnosed with insulinoma; doctor urges people not to ignore discomfort when fasting
Published ・ Source Taiwan | 中央社 CNA
A 30-year-old woman who repeatedly fainted due to low blood sugar was found to have a rare insulinoma after examination at 高醫岡山醫院. She recovered after the tumor was removed with the assistance of a da Vinci surgical robot. Doctor Wu Po-hsuan urged people to be alert if they feel unwell while fasting.
Former university professor accused of taking bribes to favor solar power companies; Kaohsiung court orders 2 people detained
Published ・ Source Taiwan | 中央社 CNA
A former professor surnamed Wang in the mechanical engineering department of a national university allegedly took bribes after retiring and serving as a procurement review committee member, leaking confidential information about solar power tenders and helping specific companies win contracts. The Kaohsiung District Prosecutors Office found that Wang received bribes of NT$650,000 from a company owner surnamed Lin and NT$1,447,700 from a company owner surnamed Liu. The Kaohsiung District Court ordered Wang and Liu detained and barred from contact.
President Lai again invokes “City on a Hill,” aiming for a world inspired by the Great Unity chapter of the Book of Rites
Published ・ Source Taiwan | 中央社 CNA
President Lai Ching-te attended the 2026 world convention of the 世界華人工商婦女企管協會, reaffirmed his “City on a Hill” vision and announced several policies, including a monthly NT$5,000 allowance for children, a universal NT$10,000 AI dividend, and the appointment of Ko Tu-jui-chin as a national policy adviser.
Facts
2026 world convention
89 chapters worldwide
Reach the milestone of 100 chapters
In just 3 months, the number of chapters rose from 96 to 100
The 90-year-old founding president of 世華
10 recipients of the 11th Huaguan Awards
Together donated NT$1 million
Children under 18 starting next year
Each person can receive NT$5,000 per month
Provide US$1,000
NT$100 billion small and medium-sized enterprise development plan
The Coast Guard Administration and police caught a man surnamed Chen selling 2 modified handguns to a man surnamed Lai for NT$250,000 in front of a Tudigong temple in Douliu, Yunlin County. Both were indicted by 雲林地檢署 for violating the Controlling Guns, Ammunition and Knives Act.
Government to distribute NT$10,000 to all; 全教總 urges attention to sustainability of retirement funds
Published ・ Source Taiwan | 中央社 CNA
The government plans to distribute NT$10,000 in cash to everyone before Lunar New Year next year. 全教總 urged the government to address the hidden liabilities of labor insurance and the pension funds for military personnel, civil servants and teachers, and ensure their long-term financial sustainability through reasonable funding.
Facts
NT$10,000 in cash
Labor insurance has more than NT$14 trillion in hidden liabilities
The unfunded actuarial liabilities for pensions in the military, civil servant and teacher pension funds are also as high as about NT$2.9 trillion
Taiwan university lunar exploration project becomes NASA research partner
Published ・ Source Taiwan | 中央社 CNA
NASA's Solar System Exploration Research Virtual Institute (SSERVI) announced a partnership with the Taiwan University Lunar Exploration Project, led by Professor Yeh Yung-hsun of 中央大學, to strengthen international cooperation on lunar and Mars exploration.
Asian stock weakness weighs on mainland shares; 3 major indexes open lower, Shanghai Composite tests 3,700
Published ・ Source Taiwan | 中央社 CNA
Mainland China's stock market has been weak recently, with all three major indexes opening lower and hitting their lowest levels this year. 長鑫存儲 fell more than 4.7% in early trading. U.S. firm 應用材料 opened its EPIC center in California, with Samsung, SK海力士 and 台積電 participating, aiming to counter the rise of 長鑫存儲.
North Korea's submarine-launched cruise missiles: vertical and angled launches serve different tactical purposes
Published ・ Source Taiwan | 中央社 CNA
North Korean state media reported that 2 types of cruise missiles were test-fired from a submarine, one vertically and the other at an angle of about 45 degrees. South Korean experts said the 2 launch methods each have tactical uses: a vertical launch may extend range, while an angled launch can help reduce flight altitude, making the missile harder for defense systems to detect and intercept.
TechCrunch startup event: Taiwan showcases industry strengths and expands international cooperation
Published ・ Source Taiwan | 中央社 CNA
TechCrunch Disrupt, a startup and investment conference, was held in San Francisco. With support from the Small and Medium Enterprise and Startup Administration under Taiwan's Ministry of Economic Affairs, 工研院, 群聯電子 and several startups took part, showcasing strengths in semiconductors, advanced manufacturing and AI applications to expand international cooperation.
Chinese brokerage uses AI to write research report with egregious errors; 中證協 orders corrections
Published ・ Source Taiwan | 中央社 CNA
中國證券業協會 issued a report requiring brokerages to prohibit analysts from directly relying on unverified AI-generated content, in a bid to control the risk of model hallucinations and maintain professional credibility.
Facts
2025 Statistical Report on Securities Companies' Securities Research Report Business Operations
Issued by 中證協 on the 14th
Will begin 3 consecutive rate cuts in Q3 2026
3 consecutive rate cuts
China's new energy vehicle market share among new car sales to reach 98% in 2030
Aide to Nantou County councilor suspected of helping candidate buy votes, detained
Published ・ Source Taiwan | 中央社 CNA
An aide to a Nantou County councilor surnamed Shen is suspected of using intermediaries to buy votes for NT$500 to NT$1,000 each. Prosecutors' request for detention without visitation was approved. Three intermediaries surnamed Jian, Liu and Wu each posted NT$50,000 bail, as the investigation continues.
Facts
NT$500 to NT$1,000 per vote
NT$320,000 seized
Including NT$10,000 in bribes voluntarily returned by voters
The intermediaries surnamed Jian and Liu each posted NT$50,000 bail
The 高雄市水利局 has begun work on the second phase of the sewer reconstruction project on Jianxing Road in Sanmin District, Kaohsiung, with completion expected in April 116.
UK media: Sudden restrictions on 星鏈 catch Ukraine off guard
Published ・ Source Taiwan | 中央社 CNA
UK media reported that restrictions were suddenly imposed on the 星鏈 (Starlink) satellite network used by Ukraine's military, causing drone signal failures and disrupting missions. Ukraine suspects the move was related to U.S. President Donald Trump's pressure to stop attacks on Russian oil refineries. Meanwhile, Russia attacked Ukrainian energy facilities for 2 consecutive days. Kyiv received no advance warning, resulting in major damage and casualties.
Facts
Flying at speeds exceeding 160 kilometers per hour
Multiple missions disrupted in the early hours of the 14th
Even when flying at just 110 to 120 kilometers per hour
Connections may still drop for 10 to 20 seconds
Launched 39 ballistic missiles
More than 120 attack drones
Only 4 missiles were intercepted
26 power facilities
4 facilities related to the oil and gas industry
More than 600,000 people without electricity
At least 2 dead
More than 20 people injured
The U.S. has asked Ukraine 6 times to stop the attacks
Causing about 40% to 50% of Russia's oil refining capacity to shut down
Anthropic told investors its third-quarter revenue reached $16.8 billion, up about 50% year over year, and that it had achieved adjusted profitability. The company is preparing for an IPO, targeting a valuation of as much as $2 trillion.
Facts
Reached $16.8 billion
Jumped about 50%
Seeking a valuation of as much as $2 trillion
Record of $1.8 trillion
Adjusted operating margin reached 11%
Net loss of $42 billion last year
A market worth as much as $30 trillion
Annualized revenue had already reached $65 billion earlier this year
Student protests in Albania spiral out of control; government buildings and banks set ablaze
Published ・ Source Taiwan | 中央社 CNA
Massive student protests erupted in Albania's capital, Tirana, over rising education costs and government corruption. The demonstrations turned violent, with government buildings and banks set on fire. Police deployed water cannons to disperse the crowds, and people were injured.
U.S.-Ukraine ties shift as Zelensky visits UK; British PM vows to stand by Ukraine
Published ・ Source Taiwan | 中央社 CNA
Ukrainian President Volodymyr Zelensky visited the UK, where he was received by British Prime Minister Starmer and King Charles 三世. Starmer stressed that the UK would continue to support Ukraine and announced the delivery of £45 million worth of surface-to-air missiles. The move came after tensions in U.S.-Ukraine relations, Trump’s call to replace Zelensky and controversy over SpaceX’s Starlink service.
Chinese graduate student in U.S. arrested at airport over alleged poisoning of classmate’s drink
Published ・ Source Taiwan | 中央社 CNA
Aili Wang, a Chinese microbiology graduate student at the University of Wyoming, was arrested at Los Angeles International Airport while attempting to return to China, on suspicion of poisoning a classmate’s drink. Prosecutors raised her bail from $200,000 to $1.5 million. She faces a felony charge of aggravated assault and a maximum sentence of 10 years in prison.
台灣自來水公司 issued a water outage alert for 北坑村, 頭屋鄉, 苗栗縣, due to emergency pipeline repairs. The outage is scheduled from 12:06 to 16:00 on October 15, 2026.
台灣自來水公司 is replacing pipelines on 光榮路 and 光明街 and other roads in 龜山區 to improve water quality and supply stability, requiring a water outage at the 山鶯路中華巷 worksite.
台灣自來水公司 issued a water outage alert for 新二村, 鹽埔鄉, 屏東縣, due to emergency repairs to a burst pipeline on 仕絨路. The outage period is October 15 to 16, 2026.
台灣自來水公司 issued a water outage alert for 樹林區, 新北市, due to emergency repairs to faulty water supply equipment. 三多里 and 獇寮里 will be affected from 11:11 to 17:00 on October 15, 2026.
台灣自來水公司 will shut off water to 新厝里, 草屯鎮, 南投縣, from 11:18 to 17:30 on October 15, 2026, to connect customers to replacement pipelines in 新厝里 and other areas of 草屯鎮.
台灣自來水公司 issued a water outage alert for parts of 草屯鎮, 南投縣, due to burst-pipe repairs, affecting 坪頂里, 南埔里 and 富寮里. Water supply is expected to be restored by 17:00 on October 15, 2026.
台灣自來水公司 issued a water outage alert for 枋寮鄉, 屏東縣, due to emergency repairs to a leaking pipeline on the second section of 中山路. 枋寮村 and 新龍村 will be affected from 10:45 to 17:00 on October 15, 2026.
中央氣象署 issued a strong wind advisory（yellow signal）, saying that from the morning through the evening of the 15th, some areas of 桃園市, 苗栗縣, 臺中市, 屏東縣, 臺東縣 and 澎湖縣 may experience average winds of force 6 or higher or gusts of force 8 or higher.
台灣自來水公司 issued a water outage alert for multiple villages in Ziguan District, Kaohsiung City, due to emergency repairs to a burst pipe on Zhonglun Road. The outage is scheduled from 9:44 a.m. to 12:30 p.m. on October 15, 2026.
台灣自來水公司 will shut off water in Dongxing Village, Zhongli District, Taoyuan City, from 9:44 a.m. to 1:30 p.m. on October 15, 2026, to repair a leak at No. 100, Xinxing Road, Zhongli District.
To improve water supply stability and reduce the risk of pipeline leaks, 台灣自來水公司 will carry out a pipeline replacement project in Jiangjun District, Tainan City, resulting in a water outage in the area.
台灣自來水公司 will conduct water shutoff valve inspections in Yanshou Village, Tucheng District, New Taipei City, on October 15, 2026, in coordination with the Wanda Line metro project.
台灣自來水公司 issued a water outage alert for parts of Puli Township, Nantou County, due to emergency repairs to a burst pipe leaking in front of No. 227, Zhongzheng Road. The affected areas are Dongmen Village, Bacheng Village and Pipa Village. The outage is scheduled from 08:54 to 16:00 on October 15, 2026.
台灣自來水公司 will shut off water in Liming Village, Taishan District, New Taipei City, from 8:44 to 16:00 on October 15, 2026, for pipeline replacement work on 泰林路三段330巷 and 370巷.
台灣自來水公司 will shut off water in Waishe Village, Luzhu District, Taoyuan City, from 8:46 to 16:00 on October 15, 2026, for work connecting and extending water mains to areas without tap water.
To improve the reliability of water supplies and reduce the risk of pipeline leaks, 台灣自來水公司 will replace pipelines in Daya District, Taichung City, resulting in a water outage in Zhongyi Village.
台灣自來水公司 issued a water outage alert for Jiancun Village, Fengyuan District, Taichung City, due to ongoing inspection and repairs of a malfunctioning water pressure boosting system.
台灣自來水公司 will shut off water in Beidou Village, Minxiong Township, Chiayi County, from 8:21 to 17:00 on October 15, 2026, to install a flow meter in the Beishizi community.
〈Stock Focus〉Funds pour into financial stocks; 玉山金 approaches NT$50, while 中信金 and 元大金 both hit record highs
Published ・ Source Taiwan | 鉅亨網
The weighted index on the Taiwan stock market plunged more than 1,800 points today, dragged down by a steep sell-off on Wall Street. But amid expectations that high interest rates would benefit banks’ net interest margins, financial stocks rose against the trend, with 玉山金, 中信金 and 元大金 all hitting record highs.
The Taiwan stock market plunged more than 1,800 points during trading today (15), as market jitters intensified.
玉山金 surged to an intraday high of NT$49.5 today, rising 4.65% and setting a new record.
中信金 climbed to an intraday high of NT$73.6, gaining 3.08% to set a new record, while its market capitalization topped NT$1.43 trillion.
元大金 reached an intraday high of NT$72.8, gaining nearly 1% to extend its record high and firmly retain its place among companies with a market capitalization of over NT$1 trillion.
Omdia said China’s smartphone shipments in Q3 2026 hit a 13-year low for the quarter, with only 華為 and 蘋果 posting growth. Rising memory costs have forced manufacturers to adopt differentiated strategies: 華為 and 蘋果 are deepening their focus on the premium market, while other brands are streamlining product lines to control inventory.
Facts
China’s domestic smartphone shipments totaled 59.3 million units in the third quarter of 2026, down 12% from a year earlier
華為 ranked first in China’s domestic market with quarterly shipments of 12.4 million units and a 21% market share
蘋果 shipped 11.6 million units in the third quarter, capturing a 20% market share, with shipments up 15% year over year
vivo shipments fell 24%, OPPO declined 18%, and 小米 dropped 20%
All other manufacturers combined shipped 9.4 million units, a sharp 32% decline from a year earlier
Persistently high memory costs are a central pressure facing the entire industry
字節跳動 reportedly in talks to buy AI chips from 聯發科, potentially becoming its second major ASIC customer after Google
Published ・ Source Taiwan | 鉅亨網
Bloomberg reported that talks between 字節跳動 and 聯發科 on the purchase of AI chips have reached an advanced stage. The deal could make 字節跳動 聯發科’s second-largest ASIC customer and help it expand its data center business.
Facts
Negotiations between 字節跳動 and 聯發科 over the purchase of custom data center chips have reached an advanced stage, with the parties nearing an agreement.
If the deal is finalized, 字節跳動 could become 聯發科’s second major application-specific integrated circuit (ASIC) customer after Google.
聯發科 estimates that revenue from related AI chip business will reach about US$2 billion in 2026.
字節跳動 is considering raising its capital expenditure this year to as much as US$70 billion, more than 2 times last year’s level.
輝達 announced in late August that it would subscribe to US$3.5 billion in convertible bonds issued by 聯發科.
字節跳動 reached a similar agreement with 高通 earlier this year to purchase millions of AI chips.
聯發科 has a market capitalization of about US$210 billion, making it Taiwan’s second-largest company by market value after 台積電.
Arm loses case and is ordered to pay 高通 just US$2! Billions in royalty waivers become key battle
Published ・ Source Taiwan | 鉅亨網
A Delaware jury found that Arm breached its licensing agreement with 高通 and interfered with 高通’s relationship with Meta, but awarded only US$2 in damages. With each side scoring a partial win, attention has shifted to the five-year royalty waiver issue to be decided by the judge, which involves billions of dollars.
Facts
A federal jury in Delaware ruled on October 13 that Arm breached its licensing agreement with 高通.
The jury ordered Arm to pay 高通 nominal damages totaling US$2.
Arm was found to have willfully and negligently interfered with the business relationship between 高通 and Meta Platforms.
高通 alleged that Arm leaked a notice of violation, causing its deal with Meta to shrink by about US$170 million.
高通 argued that Arm’s breach entitles it to stop paying royalties for five years, an amount that could reach billions of dollars.
Arm sought to raise patent fees by 1800% when upgrading its computing architecture from version 9 to version 10.
U.S. District Judge Maryellen Noreika will rule on the five-year royalty waiver issue.
台達電 Chairman Cheng Ping: Three factors constrain power infrastructure construction; power shortfalls pose a key challenge to AI development
Published ・ Source Taiwan | 鉅亨網
台達電 Chairman Cheng Ping said the expansion of AI data centers is driving a sharp increase in power demand, but infrastructure construction constraints are creating a power supply gap. 台達電 is helping address energy efficiency and supply reliability issues by introducing new products such as SOFCs and SSTs.
Facts
Capital spending by the four major U.S. cloud service providers (CSPs) is forecast to reach 4.7 times its 2022 level in the coming years.
The U.S. is forecast to add 44GW of data center power demand by 2028, while the grid will add only 25GW of supply capacity.
The global average electrification rate is currently about 21%, compared with about 30% in Taiwan.
Electricity consumption by electric vehicles is forecast to grow to 5 times its current level over the next 10 years.
After energy recovery is incorporated, the solid oxide fuel cell (SOFC) launched by 台達電 can achieve an overall energy utilization efficiency of 85%.
〈Focus Stocks〉Taiwan stocks plunge more than a thousand points; three telecom giants rise as safe havens for funds
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged more than a thousand points, prompting funds to flow into the three telecom giants, 中華電信, 台灣大 and 遠傳, as a hedge. Their share prices rose to record highs. Benefiting from the launch of the iPhone 18 Pro and asset revitalization, the three companies posted strong profits in the first three quarters, with 台灣大 emerging as the top profit-maker for the period.
Facts
Taiwan stocks plunged more than 1,700 points on the 15th, and funds flowed to the three telecom giants as a safe haven. 中華電信, 台灣大 and 遠傳 all rose.
中華電信 climbed to an intraday high of 154 yuan, up more than 3%, setting a new all-time high. 台灣大 surged to 133 yuan, up more than 4%, with both stocks setting new all-time highs.
As the benefits of asset revitalization at 中華電信 came through, the company recognized related revenue. Its September earnings per share were 0.57 yuan, keeping it atop the monthly profit rankings.
台灣大 posted after-tax net profit of 12.95 billion yuan, up 22.87% year over year, and earnings per share of 4.26 yuan, making it the top profit-maker in the first three quarters.
中華電信 posted after-tax net profit of 32.97 billion yuan, up 12.1% year over year, and earnings per share of 4.25 yuan.
Could one stock drag down the global semiconductor industry? Financial commentator: U.S. chip stocks take their cues from SK海力士, not 輝達
Published ・ Source Taiwan | 鉅亨網
A sharp drop in SK海力士 shares triggered a global semiconductor sell-off. Jim Cramer said chip stocks are more closely correlated with Hynix than with 輝達. The market is concerned about technology breakthroughs by China’s 長鑫存儲 and returns on AI capital spending, but analysts say 長鑫存儲 is unlikely to disrupt the HBM market in the short term, while 美光 is relatively insulated.
Facts
SK海力士 ADR shares have fallen more than 15% over the past six days, and the stock plunged more than 10% in early trading in South Korea today (15).
CNBC commentator Jim Cramer said U.S. chip stocks are correlated with SK海力士, not just 輝達.
China’s 長鑫存儲 is expected to launch server DDR5 by the end of this year and advance its 4F² architecture.
D.A. Davidson Managing Director Gil Luria said 長鑫存儲 focuses on commodity DRAM and the mid- to low-end segment, while HBM is dominated by SK海力士 and 三星.
美光 is relatively insulated from pressure on commodity memory prices and is less affected.
Berkshire adds $330 million stake in Bending Spoons; shares surge more than 40%
Published ・ Source Taiwan | 鉅亨網
Italian software acquirer Bending Spoons received an additional $330 million investment from Berkshire, bringing its stake to 4%, and its shares surged 40%. Berkshire’s total investment has reached $930 million, while the company’s high valuation has drawn attention to Buffett’s investment rationale.
Facts
波克夏·海瑟威 adds $330 million investment in Bending Spoons
Bending Spoons shares soar more than 40% on investment news
Berkshire acquires a 4% stake in Bending Spoons through a new share subscription
Berkshire’s total investment in Bending Spoons reaches $930 million
Bending Spoons is valued at nearly 10 times its estimated annual revenue
IMF: Japan’s GDP could be overtaken by India and the U.K. next year, falling to sixth globally
Published ・ Source Taiwan | 鉅亨網
The IMF’s latest report forecasts that Japan’s nominal GDP will be overtaken by the U.K. and India in 2027, dropping to sixth place globally, mainly because of the yen’s depreciation and an aging population.
Facts
Japan’s nominal GDP is forecast to be overtaken by the U.K. and India in 2027, dropping to sixth place globally.
The IMF raised its forecast for global economic growth this year to 3.1%.
India’s GDP is forecast to reach $4.52 trillion in 2027.
The U.K.’s GDP is forecast to reach $4.49 trillion in 2027.
Japan’s GDP is forecast to reach $4.47 trillion in 2027.
The IMF forecasts that the Strait of Hormuz will reopen next March.
Standard iPhone 18 reportedly set to enter production in late November; inventory expected to be substantial
Published ・ Source Taiwan | 鉅亨網
AppleInsider reports that 蘋果’s standard iPhone 18 is expected to launch in spring 2027, with supply-chain sources saying mass production is scheduled to begin in November. Expected specifications include an A20 chip and a 6.3-inch display, while the substantial inventory points to a normal production schedule.
Facts
蘋果’s standard iPhone 18 is expected to launch in spring 2027, with large-scale production set to begin in November.
The iPhone 18 will feature the A20 chip, built using 台積電’s 2-nanometer process.
Analyst Ming-Chi Kuo forecasts that the iPhone 18 will have 9GB of memory.
Technology industry analyst Jeff Pu expects the iPhone 18’s memory capacity to increase to 12GB.
CPI higher than expected; Treasury yields surge, leaving the Fed in a rate-hike dilemma
Published ・ Source Taiwan | 鉅亨網
The U.S. CPI rose 3.7% year over year in September, above expectations, reviving expectations of renewed Fed rate hikes and sending Treasury yields sharply higher. 富國銀行 forecasts 4 more rate hikes, while the Fed faces a dilemma between curbing inflation and avoiding greater economic strain.
Facts
The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September.
The market estimates the probability of a Fed rate hike at its October 28 meeting has risen to 39.3%.
The 2-year Treasury yield briefly rose to 4.95% intraday.
The 10-year Treasury yield climbed to 5.33%.
富國銀行 forecasts that the Fed will raise rates 4 more times by the end of 2027.
U.S. national debt has exceeded $40 trillion.
Existing-home sales are at their lowest level in more than 25 years.
Companies mentioned：MarketWatch、芝加哥商品交易所、富國銀行、Aptus Capital Advisors、先鋒集團
ASML’s next major chipmaking growth timeline revealed! Experts: 英特爾, 三星 and 台積電 hold the keys
Published ・ Source Taiwan | 鉅亨網
ASML said High-NA EUV is moving toward mass production, with customer progress determining investment timelines. 英特爾, 三星 and 台積電 each have different adoption plans, shaping ASML’s long-term growth.
Facts
ASML CEO Christophe Fouquet said High-NA EUV is moving from research and development toward mass production.
英特爾 has used High-NA EUV to expose more than 1 million wafers.
三星 plans to bring High-NA EUV into large-scale production in 2028.
台積電 aims to use High-NA EUV for advanced logic around 2030.
Utilization of ASML’s existing High-NA EUV machines is close to nine-tenths.
ASML forecasts annual capacity growth of 30% each for low-NA EUV and immersion DUV in 2027.
OriginalASML第三季淨銷售約117億歐元，全年營收指引上調至440至450億歐元
台積電 and ASML are advancing a 12-inch mask alliance, targeting a pilot line in 2031 and mass production in 2033.
Peak season for electronics arrives, with AI shipments adding momentum; 00985A issues major announcement
Published ・ Source Taiwan | 鉅亨網
主動野村台灣50 ETF (00985A) announced its first-stage income distribution, saying that AI demand and the electronics peak season are boosting strong earnings growth among Taiwan-listed companies. The fund’s assets have grown more than 7 times.
Facts
主動野村台灣50 ETF (00985A) announced its first-stage income distribution on September 30, with October 19 set as the ex-dividend trading date.
The ETF's assets under management grew from NT$1.256 billion at listing to NT$10.666 billion on Sep. 24, an increase of 748.8%.
野村投信's internal forecast for corporate EPS growth in 2026 has been revised up to 77.3%, marking the ninth consecutive monthly increase.
Nvidia's new platform is expected to enter mass production in October, with signs of accelerating monthly revenue growth already emerging among suppliers of server rails, optical communications and other products.
Looking ahead to 2027, capital expenditures by the four major cloud service providers are projected to reach as much as US$1 trillion.
野村投信's latest view on Taiwan stocks — [Taiwan Stock Trader's Notes]: AI platform shipments ramp up, sustaining revenue growth momentum
Published ・ Source Taiwan | 鉅亨網
野村投信 issued its latest view on Taiwan stocks, saying growth momentum in the AI supply chain will continue into the fourth quarter as platforms such as 輝達's Vera Rubin ramp up. While valuations face short-term pressure, strong earnings growth momentum remains. It recommends positioning for the 2027 themes, focusing on industries benefiting from increased GPU and ASIC shipments, including thermal management, PCBs, CCL and optical communications.
Facts
As 輝達 Vera Rubin, Google TPU and AWS Trainium3 shipments ramp up significantly, growth momentum in the AI supply chain is set to continue into the fourth quarter.
The four major CSPs' 2027 capital expenditure forecasts have been revised up to US$1 trillion.
野村投信's internal stock pool estimates 2026 EPS YoY revised up to 77.3%.
U.S. Treasury yields topped 5.3%.
輝達 Vera Rubin is expected to enter mass production from late Q3 to early Q4.
Houthis: Missile hits Saudi fighter jet; coalition military targets attacked
Published ・ Source Taiwan | 鉅亨網
Yemen's Houthi rebels announced they had hit a Saudi “Typhoon” fighter jet and attacked Riyadh airport and Saudi Aramco facilities. The move signals a continued escalation of the conflict. Saudi Arabia confirmed that missile debris caused casualties and property damage, while exchanges of fire between the sides remain frequent.
Facts
The Houthis announced in the early hours of the 15th that they had fired a surface-to-air missile and hit a Saudi Arabian “Typhoon” fighter jet.
The fighter jet that was hit had taken off from the Taif base in Saudi Arabia and was struck over Yemen's Saada province.
The Houthis said they used a ballistic missile to attack King Khalid International Airport in the Saudi capital, Riyadh, and hit the target precisely.
Saudi Arabia's energy ministry confirmed that an office building belonging to Saudi Aramco in Dhahran was attacked.
Debris from 2 cruise missiles intercepted over Riyadh fell, injuring 4 people and damaging 15 homes.
The Houthis said Saudi airstrikes and missile attacks on areas under Houthi control had totaled 2,323 since Sep. 3.
The solution allows international institutional investors to pledge their Taiwan-listed shares as collateral for overseas financing and derivatives transactions.
Original渣打銀行在此次方案中擔任在地擔保品保管銀行角色。
台灣證券交易所 completed regulatory improvements in March this year, allowing foreign institutional investors to use Taiwan-listed stocks as collateral.
Could Meta rise more than 11%? A look at the latest price targets from 10 analysts
Published ・ Source Taiwan | 鉅亨網
Wall Street analysts adjusted their outlooks for several popular stocks on Wednesday. Guggenheim sharply raised its price target for Meta to US$850 and maintained a Buy rating. Several firms, including RBC and Baird, also raised price targets for other technology and consumer stocks, while Domino's and GE Vernova were downgraded.
Facts
Guggenheim raised its price target for Meta Platforms from US$700 to US$850.
RBC Capital raised its price target for Albertsons Companies from US$13 to US$16.
Baird raised its price target for Shopify from US$160 to US$190.
StoneX cut its price target for 達美樂披薩 from US$430 to US$400.
凱基證券 said the number of domestic investors using regular fixed-amount investing in U.S. stocks rose 41.1% year over year. Investment choices have expanded from large-cap tech stocks to distinctive AI supply-chain stocks, while investors favor ETFs such as VOO as part of a strategy to “invest in AI while also saving in the broader market.”
Facts
The number of domestic investors using regular fixed-amount investing in U.S. stocks rose 41.1% year over year.
As of the end of August, the number of investors making one-off U.S. stock trades was up 37.4% from the whole of last year.
Last year's most popular trades remained star technology stocks such as 輝達(NVIDIA) and 特斯拉(Tesla).
This year, distinctive names including 美光(Micron), 邁威爾(Marvell) and SpaceX(SPCX) have successively attracted market attention.
The most favored investments among regular fixed-amount investors include ETFs such as VOO, QQQ, VT and SPY.
凱基證 offers settlement in 2 currencies and debit services in Taiwan dollars and foreign currencies to lower the investment threshold.
野村投信's latest view on Taiwan stocks — [Taiwan Stock Trader's Notes]: Prepare for the Q4 market, adhere to the “fundamentals verification” principle
Published ・ Source Taiwan | 鉅亨網
野村投信 published its Taiwan Stock Trader's Notes on Sep. 30, 2026, recommending adherence to the “fundamentals verification” principle in Q4 and a shift toward upstream AI supply-chain stocks. It is bullish on 2027 growth areas including thermal management, server rails, test interfaces and IC design services.
Facts
The four major CSPs' 2027 capital expenditure forecasts have been revised up to US$1 trillion, and the investment cycle in AI infrastructure has yet to peak.
Vera Rubin is expected to enter mass production from late Q3 to early Q4, with related suppliers likely to see significant monthly revenue growth.
野村投信's internal stock universe estimates that 2026 EPS YoY growth has been revised up to 77.3%, marking the 9th consecutive monthly increase.
OriginalFed升息一碼、美債殖利率突破5%，短線或為評價面帶來壓力。
For 2027, the outlook remains positive for upstream areas with high technological barriers, including thermal management, server rails, test interfaces and IC design services.
The performance data for the TAIEX over the past 6 months is sourced from Bloomberg and is current as of Sep. 30, 2026.
野村投信 recommends monitoring September revenue, third-quarter earnings and earnings-call outlooks, 台積電's comments on demand for advanced processes and advanced packaging, and CSP capital expenditure guidance.
野村證券投資信託股份有限公司 is located on the 30th floor, No. 7, Section 5, Xinyi Road, Taipei (Taipei 101 building). Customer service hotline: (02) 8758-1568.
〈Real estate〉Tainan railway undergrounding completed; home prices rise across all 7 level-crossing neighborhoods
Published ・ Source Taiwan | 鉅亨網
The first phase of Tainan's railway undergrounding project is set to open to traffic on the 17th, driving significant home price increases along the route. Statistics show that the city's average home price has risen 76.4% since construction began in 2019. Around the Shengchan Road level crossing, redevelopment benefits drove prices up 281.8%, with prices per ping exceeding NT$415,000, reflecting the powerful boost to property values from improved transport and urban renewal.
Facts
The first phase of Tainan's railway undergrounding project will open to traffic on the 17th, and a total of 23 level crossings, overpasses and underpasses along the route will be removed in stages.
Since construction began on the Tainan station undergrounding project in 2019, the city's average home price has risen about 76.4%.
Home prices around the Shengchan Road level crossing have risen as much as 281.8%, reaching NT$415,000 per ping.
Home prices around the Dongfeng Road level crossing have jumped 2 tiers, moving into the 3 range.
Original青年路平交道商圈近8年房價漲近7成，每坪成交均價來到29.6萬元。
The Shengchan Road level crossing is in the southern Tainan station sub-center. The average price per ping for new developments no more than 10 years old in the area has settled firmly in the 4 range.
視陽's third-quarter revenue reached NT$1.451 billion, up 14.5% quarter over quarter and 28.7% year over year.
As of the second quarter this year, 視陽 had monthly production capacity of 55 million lenses, with colored lenses accounting for about 36%.
視陽 estimates that monthly production capacity will increase further to 75 million lenses by the first quarter next year, with colored lenses accounting for about 46%.
〈Market Focus〉精誠 earnings surge as it expands overseas footprint; shares hit a new high, aiming to break into the 2-handle range
Published ・ Source Taiwan | 鉅亨網
精誠資訊 posted record revenue for the first three quarters, with its share price nearing NT$200. Buoyed by strong AI demand, the company will accelerate its expansion into North America and South Asia and deepen its transition to a service-oriented business.
Facts
精誠資訊's consolidated revenue for the first three quarters reached NT$46.384 billion, up 42.3% year over year.
精誠資訊 shares reached a record high of NT$199.
精誠資訊 will expand its services into North America and South Asia.
精誠資訊 is focusing on 3 growth drivers: investment in AI platforms and services, growth in service revenue, and global IT services.
精誠資訊's revenue mix has expanded from product transactions to integrated services.
【Taiwan Stocks: A Fakeout?】Don't focus only on TSMC! 3 AI stock groups poised for the next rally revealed
Published ・ Source Taiwan | 鉅亨網
With volatility intensifying and foreign investors selling Taiwan stocks, 摩爾投顧 analyst Jiang Guozhong says AI opportunities have spread from chips across the entire supply chain. He favors 3 groups—optical communications, PCBs and CCL, and passive components—and names several Taiwan stocks to watch.
Facts
AI opportunities are no longer concentrated in chips alone but are gradually spreading across the entire supply chain.
In optical communications, Taiwan-listed stocks to watch include 眾達-KY, 華星光 and 聯亞.
大立光 is expanding into areas related to optical modules.
In the PCB and CCL groups, 4 stocks to watch are 台光電, 金像電, 欣興 and 南電.
In the passive components group, 4 companies to watch are 國巨, 華新科, 信昌電 and 天二科技.
Silicon photonics and co-packaged optics (CPO) are seen as future directions for optical communications.
Tight supply of high-end products does not mean all passive components are in short supply.
The article recommends checking fundamentals first, then considering reasonable valuations and managing capital when tracking AI supply-chain growth stocks.
EU urges UK to impose tariffs on Chinese cars; UK refuses
Published ・ Source Taiwan | 鉅亨網
UK Business Secretary Jonathan Reynolds rejected the EU's call for tariffs on Chinese cars, arguing that trade policy should be based on the UK's own interests. The UK auto industry relies on exports and fears tariffs could harm supply chains, while dismissing concerns that Chinese companies might use the UK to evade EU tariffs.
Facts
UK Business Secretary Jonathan Reynolds rejected the EU's call for the UK to impose tariffs on Chinese cars.
The EU imposed tariffs on Chinese electric vehicles in 2024, with rates of up to 45%.
The EU agreed to limit imports of Chinese hybrid vehicles to 350,000 a year.
The UK's auto manufacturing industry is highly dependent on exports, so the country fears tariffs on China could harm the interests of domestic automakers.
英國日產汽車 and 中國奇瑞 are discussing a car production partnership in northern England.
UK Business Secretary Reynolds said no major Chinese automaker is currently producing vehicles in the UK.
〈Taiwan Stocks Open〉US inflation and rate-hike pressures sound alarm; electronic stocks battered as market plunges 1,400 points, breaking below the monthly moving average
Published ・ Source Taiwan | 鉅亨網
Fears of rate hikes sparked by US inflation data sent Taiwan stocks plunging 1,472 points in early trading, below the monthly moving average. Electronic stocks were battered, with only telecom and cybersecurity stocks rising against the trend, as investors awaited 台積電's investor conference.
Facts
Influenced by US inflation data, Taiwan stocks fell 1,472 points in early trading, with the index hitting a low of 47,153 and slipping below the monthly moving average.
Heavyweights in the electronics sector fell across the board. 台積電 opened down more than 2.2%, while 聯發科 plunged by half of the limit-down threshold.
The 3 major telecom stocks rose firmly: 中華電 gained more than 2%, 遠傳 rose 3.2%, and 台灣大 gained 3.16%.
Plastics and petrochemical stocks broadly pulled back today, with 南亞, 台化 and 國喬 plunging to limit-down.
All 3 major US stock indexes fell, while the Philadelphia Semiconductor Index plunged 4.3%.
Rate decision comes just 6 days before midterm elections: Will the Fed wait until December?
Published ・ Source Taiwan | 鉅亨網
US inflation in September came in above expectations, prompting market focus on whether the Fed would raise rates again in October. But with midterm elections coming in early November and policy effects lagging, economists are divided over whether the Fed should act immediately. Fed Chair Warsh is set to deliver a speech that will be a key indicator of the policy path ahead.
Facts
US inflation in September exceeded expectations, pushing the market-implied probability of a 1-step Fed rate hike in October to nearly 40%.
The Fed will hold a policy meeting on October 27–28, while US midterm election voting day is November 3.
The Fed raised rates by 1 step in September, its first rate hike since 2023.
Core goods prices rose 0.25% month over month in September, the biggest increase since January 2025.
Airfares rose 22% year over year, reflecting the direct impact of rising energy costs.
Bill Gates expects numerous negative events in cybersecurity over the next year.
Bill Gates said in August that the risk and likelihood of bioterrorism are about 50 times those of a natural pandemic.
Bill Gates believes runaway AI is still years away from becoming a reality, but the current threat is criminals using AI for extortion and stock market manipulation.
Bill Gates said that over the next year, industry governance will have to move beyond self-regulation, as current investment in resources is clearly far from sufficient.
Getting sick with the change of seasons? TCM recommends 2 everyday dishes to boost immunity - Heho健康
Published ・ Source Taiwan | Heho健康
Children are prone to getting sick from temperature changes during seasonal transitions, and a TCM practitioner recommends boosting immunity through everyday meals.
Feeling inexplicably irritable and anxious? TCM offers 4 ways to clear the fog of “anxiety” and regain calm - Heho健康
Published ・ Source Taiwan | Heho健康
In today's fast-paced society, unexplained irritability and anxiety have become common ailments of modern life. TCM practitioners believe they often result from blocked “qi flow” in the body.
Major finding in Nature: Menopause isn't a gradual decline! 300 million data points confirm women face “cliff-like aging” - Heho Health
Published ・ Source Taiwan | Heho健康
A landmark study published in Nature Medicine in October 2026, drawing on data from 1.3 million people, found that women experience cliff-like aging in bone health, blood lipids and metabolism after their final menstrual period; the same phenomenon was not seen in men.
外交部 Minister Lin Chia-lung leads delegation to Poland, announces chip technology cooperation
Published ・ Source Taiwan | 公視新聞
外交部 Minister Lin Chia-lung leads a delegation to Poland and announces that Taiwan and Poland will launch their first cooperation on semiconductor resilience, with 工研院 and Polish research teams jointly undertaking technology transfer and research and development cooperation.