# AI News 180m Report｜2026-10-15 12:00–15:00 JST｜Page 11 of 12

One place for news and notices from 2 countries/regions: Japan, 894 items from 1 source; Taiwan, 208 items from 7 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Telecom stocks offer shelter as Taiwan shares plunge; Chunghwa Telecom and Taiwan Mobile hit record highs

- Published: 2026-10-15T13:15:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150085.aspx
- Article page: https://ainews.idaeo.ai/a/4344276-en.html
- anchor: #n3381721
- Companies mentioned: 中央社、中華電信、台灣大哥大、遠傳、台積電、聯發科、台達電、鴻海

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.

Facts:
- Plunged more than 1,800 points
- Fell below 47,000 points
- Peaked at NT$154
- Up more than 3%
- Up more than 5%
- Peaked at NT$133
- Rose more than 4%
- To NT$113
- Record high of NT$113.5
- Earnings per share (EPS) of NT$0.57
- Exceeding Taiwan Mobile’s NT$0.48
- 遠傳 Telecom’s NT$0.36
- EPS for the first 9 months remained at NT$4.26
- Up 28% year over year

## AI搶電潮席捲 台電：大型燃氣機組交貨期拉長、價格翻4倍

- Published: 2026-10-15T13:14:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150084.aspx
- Article page: https://ainews.idaeo.ai/a/4344277-en.html
- anchor: #n3381722
- Companies mentioned: 台電、中央社

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.

Facts:
- Annual capacity of about 60 to 70 GW
- Orders exceeded 110 GW last year
- Extended to more than 4 years
- Prices also rose 3 to 4 times
- Added about 9.6 GW of power supply capacity

## Lai Hui-yuan draws criticism over remarks on Jia Yongjie’s outfit; DPP says meddling in her wardrobe is going too far

- Published: 2026-10-15T13:13:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610150083.aspx
- Article page: https://ainews.idaeo.ai/a/4344278-en.html
- anchor: #n3381723
- Companies mentioned: 中央社、台北101、中國國民黨

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.

Facts:
- NT$20,000 in cash handouts to everyone
- With forty-odd days left before the election
- Universal cash payments of NT$10,000

## 新台幣午盤重貶2.4角 暫收32.313元

- Published: 2026-10-15T13:07:03+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150082.aspx
- Article page: https://ainews.idaeo.ai/a/4344004-en.html
- anchor: #n3381618

台北外匯市場新台幣兌美元中午暫收32.313元，重貶2.4角，成交金額達19.07億美元。

Facts:
- 32.313
- 2.4角
- US$1.907 billion
- 32.11
- 32.325

## New Taipei’s Taiwan golden-rain trees turn red, painting autumn streets in four hues

- Published: 2026-10-15T13:06:01+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202610150081.aspx
- Article page: https://ainews.idaeo.ai/a/4344005-en.html
- anchor: #n3381619
- Companies mentioned: 中央社、Facebook

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.

Facts:
- NEW TAIPEI, 15th —
- Four-color trees

## China’s Zhejiang University and Tsinghua University discover new graphene membrane structure, touting high strength and light weight

- Published: 2026-10-15T13:04:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202610150080.aspx
- Article page: https://ainews.idaeo.ai/a/4344006-en.html
- anchor: #n3381620
- Companies mentioned: 中央通訊社、新浪科技、新華社、浙江大學、北京清華大學

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.

Facts:
- 1151015

## Anhui Party chief Li Lecheng inspects 長鑫科技, highlighting development of the industry and information technology sectors

- Published: 2026-10-15T13:02:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202610150079.aspx
- Article page: https://ainews.idaeo.ai/a/4343884-en.html
- anchor: #n3381425
- Companies mentioned: 長鑫科技、長鑫科技集團股份有限公司

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: 2026-10-15T13:02:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202610150078.aspx
- Article page: https://ainews.idaeo.ai/a/4343885-en.html
- anchor: #n3381426
- Companies mentioned: 中央社、中央通訊社

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.

Facts:
- About 20 meters deep
- Blood alcohol level was 0

## Small truck suspected of hitting roadwork vehicle on southbound National Freeway 3 in Changhua; 1 dead, 1 injured

- Published: 2026-10-15T13:00:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202610150077.aspx
- Article page: https://ainews.idaeo.ai/a/4343886-en.html
- anchor: #n3381427
- Companies mentioned: 中央社、中央通訊社、國道警察

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.

Facts:
- Notification received at 9:05 a.m.
- Southbound kilometer 201
- 2 fire engines.
- 2 ambulances
- 9 firefighters

## NDC: Considering legal amendments to increase penalties for employers hiring undocumented workers

- Published: 2026-10-15T12:59:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150076.aspx
- Article page: https://ainews.idaeo.ai/a/4343837-en.html
- anchor: #n3381423

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: 2026-10-15T12:57:48+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150075.aspx
- Article page: https://ainews.idaeo.ai/a/4343838-en.html
- anchor: #n3381424
- Companies mentioned: 格羅方德、GlobalFoundries、中央通訊社、中央社、日本經濟新聞

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: 2026-10-15T12:52:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202610150074.aspx
- Article page: https://ainews.idaeo.ai/a/4343730-en.html
- anchor: #n3381287
- 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

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

## Chiang Wan-an floats relocating Songshan Airport; Eric Chu calls it an inevitable trend and urges DPP not to mock the proposal

- Published: 2026-10-15T12:45:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610150073.aspx
- Article page: https://ainews.idaeo.ai/a/4343731-en.html
- anchor: #n3381288
- Companies mentioned: 中央社、民進黨、國民黨

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: 2026-10-15T12:44:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202610150072.aspx
- Article page: https://ainews.idaeo.ai/a/4343732-en.html
- anchor: #n3381289
- Companies mentioned: 中央社、高醫岡山醫院、高雄醫學大學附設高醫岡山醫院

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.

Facts:
- 30 years old
- Dispatch on the 15th

## Selection controversy in speed skating; Lee Yang says association has been asked to convene selection meeting

- Published: 2026-10-15T12:38:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610150071.aspx
- Article page: https://ainews.idaeo.ai/a/4343616-en.html
- anchor: #n3381252
- Companies mentioned: 中央社、中華民國滑冰協會、運動部、ISU（國際滑冰總會）

短道競速滑冰青年代表隊5名選手達世界賽門檻，因中華民國滑冰協會堅持僅採單一國內春季賽成績導致無法參賽。運動部長李洋表示已與協會溝通，近期將召開選訓委員會爭取選手權益。

Facts:
- 5 athletes
- 2026 and 2027
- Oct. 25
- Before February this year
- 5月剛改選

## Former university professor accused of taking bribes to favor solar power companies; Kaohsiung court orders 2 people detained

- Published: 2026-10-15T12:38:37+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202610150070.aspx
- Article page: https://ainews.idaeo.ai/a/4343618-en.html
- anchor: #n3381253

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.

Facts:
- NT$650,000
- NT$1.5 million
- NT$200,000
- NT$1,447,700

## President Lai again invokes “City on a Hill,” aiming for a world inspired by the Great Unity chapter of the Book of Rites

- Published: 2026-10-15T12:36:35+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610150069.aspx
- Article page: https://ainews.idaeo.ai/a/4343619-en.html
- anchor: #n3381254
- Companies mentioned: 中央社、世華、世界華人工商婦女企管協會

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
- A universal payment of 10,000 per person
- About 34%
- Fall to the current 22%

## Taiwan stocks plunge more than 1,600 points, falling below 47,000; heavyweight stocks weak

- Published: 2026-10-15T12:28:33+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150068.aspx
- Article page: https://ainews.idaeo.ai/a/4343583-en.html
- anchor: #n3381251
- Companies mentioned: 中央社、台積電、台塑四寶、南亞、台化、台塑、台塑化、聯發科、台達電、鴻海、川湖、證交所

受美通膨升息疑慮及晶片股拋售潮影響，台股重挫逾1600點摜破47000點，權值股與高價股走勢疲弱，台積電、聯發科、鴻海等科技股以及台塑四寶均出現大幅下跌。

Facts:
- Fell below 47,000 points
- Fell NT$55 to NT$2,435
- NT$2,435
- Fell 1,573.55 points
- Trading value totaled NT$834.145 billion
- Fell to 2,420
- Fell 70
- Fell NT$270 to NT$4,205
- NT$4,205
- Fell NT$155 to NT$1,630
- NT$1,630
- Fell NT$4.5 to NT$238.5
- NT$238.5
- At NT$314.5, respectively
- NT$77
- Plunged more than 9%
- Respectively, NT$80.8
- NT$108.5
- An intraday low of NT$9,500

## 男子欠債25萬賣2改造槍 斗六土地公廟交易被逮遭起訴

- Published: 2026-10-15T12:22:12+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202610150058.aspx
- Article page: https://ainews.idaeo.ai/a/4343395-en.html
- anchor: #n3381230
- Companies mentioned: 中央社、海巡署偵防分署嘉義查緝隊、嘉義縣民雄警分局、雲林地檢署

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.

Facts:
- NT$250,000
- 2 modified handguns

## Government to distribute NT$10,000 to all; 全教總 urges attention to sustainability of retirement funds

- Published: 2026-10-15T12:19:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202610150057.aspx
- Article page: https://ainews.idaeo.ai/a/4343426-en.html
- anchor: #n3381231
- Companies mentioned: 全國教師工會總聯合會、全教總、民進黨、立法院、中央社

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: 2026-10-15T12:13:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202610150056.aspx
- Article page: https://ainews.idaeo.ai/a/4343100-en.html
- anchor: #n3381128
- Companies mentioned: NASA、中央大學、SSERVI、鹿林天文台

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.

Facts:
- Integrates 4 research fields
- 1151015

## Asian stock weakness weighs on mainland shares; 3 major indexes open lower, Shanghai Composite tests 3,700

- Published: 2026-10-15T12:10:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202610150055.aspx
- Article page: https://ainews.idaeo.ai/a/4343107-en.html
- anchor: #n3381129
- Companies mentioned: 中央社、長鑫存儲、韓國商報、應用材料、三星電子、SK海力士、台積電

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.

Facts:
- Tests 3,700
- Fell 1.5%
- Opens down 2.4%
- Opens down 3.13%
- Nearly 1,000 stocks
- Down more than 4.7%

## North Korea's submarine-launched cruise missiles: vertical and angled launches serve different tactical purposes

- Published: 2026-10-15T12:10:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610150054.aspx
- Article page: https://ainews.idaeo.ai/a/4342863-en.html
- anchor: #n3381024
- Companies mentioned: 中央社、北韓中央通信社、KCNA、韓國統一研究院

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.

Facts:
- Test-fires 2 types of cruise missiles
- Launched at an angle of about 45 degrees
- Injuring 3 South Korean soldiers
- The inter-Korean Demilitarized Zone on Sept. 21

## TechCrunch startup event: Taiwan showcases industry strengths and expands international cooperation

- Published: 2026-10-15T12:06:01+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202610150053.aspx
- Article page: https://ainews.idaeo.ai/a/4342866-en.html
- anchor: #n3381025
- Companies mentioned: 中央社、TechCrunch、工研院、群聯電子、Morale AI、振生半導體、Jmem Tek、Taelor

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.

Facts:
- Over 3 consecutive days
- About 15 startups

## Chinese brokerage uses AI to write research report with egregious errors; 中證協 orders corrections

- Published: 2026-10-15T12:04:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202610150052.aspx
- Article page: https://ainews.idaeo.ai/a/4342865-en.html
- anchor: #n3381026
- Companies mentioned: 中國證券業協會、中證協、美國聯準會、FED、中央社、人民網

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
- New car market share to reach 98%
- Outdated 2022 sales model used by AI

## Aide to Nantou County councilor suspected of helping candidate buy votes, detained

- Published: 2026-10-15T12:02:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202610150051.aspx
- Article page: https://ainews.idaeo.ai/a/4342867-en.html
- anchor: #n3381027

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

## 高雄建興路下水道改建施工 預計116年4月完工

- Published: 2026-10-15T12:01:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202610150050.aspx
- Article page: https://ainews.idaeo.ai/a/4342839-en.html
- anchor: #n3381022
- Companies mentioned: 中央社、高雄市水利局、中央國土署

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.

Facts:
- NT$18 million
- 1.2 meters in diameter
- An improved length of about 107 meters
- Expected to be completed next April

## UK media: Sudden restrictions on 星鏈 catch Ukraine off guard

- Published: 2026-10-15T11:57:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610150049.aspx
- Article page: https://ainews.idaeo.ai/a/4342840-en.html
- anchor: #n3381023
- Companies mentioned: 星鏈、SpaceX、星盾、中央社、金融時報、Axios新聞網、華爾街日報

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's Q3 revenue surges; reportedly seeks IPO valuation of $2 trillion

- Published: 2026-10-15T11:56:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202610150048.aspx
- Article page: https://ainews.idaeo.ai/a/4342800-en.html
- anchor: #n3381020
- Companies mentioned: Anthropic、SpaceX、Financial Times、Bloomberg、紐約時報、Axios、OpenAI、路透社、中央社

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
- Expand to $100 billion
- OpenAI's annualized revenue is $50 billion
- Up 45% from the previous quarter
- First-quarter revenue was $4.7 billion
- Second-quarter revenue was $11.6 billion
- Revenue grew 12 times
- Nearly $4.6 billion
- Operating losses still exceeded $8 billion
- Invest at least $518 billion

## Student protests in Albania spiral out of control; government buildings and banks set ablaze

- Published: 2026-10-15T11:54:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610150047.aspx
- Article page: https://ainews.idaeo.ai/a/4342801-en.html
- anchor: #n3381021
- Companies mentioned: 中央社、路透、法新社、萊夫艾森銀行、Facebook

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.

Facts:
- Tens of thousands of students
- A total of 14 police officers were injured
- 35 people arrested
- 6 police officers were injured yesterday
- 16 people were arrested

## U.S.-Ukraine ties shift as Zelensky visits UK; British PM vows to stand by Ukraine

- Published: 2026-10-15T11:53:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610150046.aspx
- Article page: https://ainews.idaeo.ai/a/4342663-en.html
- anchor: #n3380885
- Companies mentioned: 中央社、路透社、太空探索科技公司、SpaceX、法新社

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.

Facts:
- held talks for 25 minutes
- £45 million worth of surface-to-air missiles
- a £10 million package
- at speeds of up to 160 kilometers per hour

## South Korean stocks plunge; KOSPI and KOSDAQ both trigger sell-side circuit breakers

- Published: 2026-10-15T11:47:44+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202610150045.aspx
- Article page: https://ainews.idaeo.ai/a/4342664-en.html
- anchor: #n3380886
- Companies mentioned: 中央社、韓聯社、Gartner、未來資產證券、中國長鑫存儲、CXMT、三星電子、SK海力士

韓國KOSPI與KOSDAQ市場因大型半導體股領跌，雙雙觸發賣方程式交易暫停機制，為約2個半月來首度出現。受美國CPI高於預期及AI投資回報疑慮影響，三星電子與SK海力士股價大幅下跌。

Facts:
- KOSPI fell to 5,580.44 points
- a decline of 7.13%
- after about $1 trillion this year
- an additional amount of around $6 trillion
- fell for 7 consecutive trading days
- 三星電子...fell 6.68%
- SK海力士 fell...8.10% today

## Huang Kuo-chang livestreams with Chiang Wan-an; says the 2 did not discuss it beforehand

- Published: 2026-10-15T11:45:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202610150044.aspx
- Article page: https://ainews.idaeo.ai/a/4342655-en.html
- anchor: #n3380887
- Companies mentioned: 中央社、台灣民眾黨、國民黨、台灣中油公司

台灣民眾黨主席黃國昌表示與蔣萬安直播前未討論議題，並質疑台灣中油阿拉斯加天然氣投資計畫的黑箱作業及高風險。

Facts:
- could contribute to domestic natural gas supplies as early as 2032
- an investment involving more than NT$100 billion for CPC Corporation, Taiwan
- more than 1 times the current purchase price

## Chinese graduate student in U.S. arrested at airport over alleged poisoning of classmate’s drink

- Published: 2026-10-15T11:44:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202610150043.aspx
- Article page: https://ainews.idaeo.ai/a/4342665-en.html
- anchor: #n3380888
- Companies mentioned: eBay、電子海灣

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.

Facts:
- 32-year-old Aili Wang
- on the 6th of this month
- US$200,000
- $1.5 million
- 10-year prison sentence
- a $10,000 fine

## Water Outage (Miaoli County)

- Published: 2026-10-15T13:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151210&info=20040106
- anchor: #n3381453
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 北坑支58-1號
- 2026-10-15T12:06:06
- 2026-10-15T16:00:00

## 停水（苗栗縣,臺中市）

- Published: 2026-10-15T13:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151200&info=20040105
- Article page: https://ainews.idaeo.ai/a/4343908-en.html
- anchor: #n3381454
- Companies mentioned: 台灣自來水公司

Equipment at the 三-zone water supply system malfunctioned. 台灣自來水公司 has sent repair crews, affecting parts of 苑裡鎮, 苗栗縣, and 大甲區, 大安區 and 外埔區, 臺中市.

Facts:
- Effective time: 2026-10-15T11:25:23
- End time: 2026-10-15T14:30:00

## Water Outage (Taoyuan City)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040096
- anchor: #n3381471
- Companies mentioned: 台灣自來水公司

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.

## Water Outage (Pingtung County)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040099
- anchor: #n3381459
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T11:11:17
- End time: 2026-10-16T17:00:00

## Water Outage (New Taipei City)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040097
- anchor: #n3381458
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T11:11:43
- Expiration time: 2026-10-15T17:00:00

## Water outage (Yilan County)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040098
- anchor: #n3381457
- Companies mentioned: 台灣自來水公司

A water outage will affect 大吉村, 五結鄉, 宜蘭縣, as crews repair a leak in a 300mm PVC pipe opposite 456號, 大吉二路, 五結鄉.

Facts:
- 300mm

## Water Outage (Nantou County)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040095
- anchor: #n3381456
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T11:18:13
- Expiration time: 2026-10-15T17:30:00

## Water Outage (Taichung City)

- Published: 2026-10-15T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151120&info=20040100
- anchor: #n3381455
- Companies mentioned: 台灣自來水公司

台灣自來水公司因梧棲區梧棲路152號破管搶修，導致臺中市梧棲區下寮里、中正里、中和里及文化里於2026年10月15日11:19至14:00停水。

Facts:
- 梧棲路152號
- Effective time: 2026-10-15T11:19:41
- End time: 2026-10-15T14:00:00

## Water Outage (Nantou County)

- Published: 2026-10-15T12:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151100&info=20040094
- anchor: #n3381460
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T10:53:37
- Expiration time: 2026-10-15T17:00:00

## Water Outage (Pingtung County)

- Published: 2026-10-15T11:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151050&info=20040093
- anchor: #n3381461
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T10:45:06
- Expiration time: 2026-10-15T17:00:00

## Water outage (Keelung City)

- Published: 2026-10-15T11:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151040&info=20040091
- anchor: #n3381462
- Companies mentioned: 台灣自來水公司

台灣自來水公司 is repairing a burst pipe on 中山二路, causing a water outage in multiple villages in 中山區, 基隆市.

Facts:
- Effective time: 2026-10-15T10:30:31
- Expiration time: 2026-10-15T17:00:00

## Water Outage (Tainan City)

- Published: 2026-10-15T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151030&info=20040089
- anchor: #n3381467
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage alert for 歡雅里, 鹽水區, 台南市, as emergency repairs are being carried out on a burst pipeline.

Facts:
- 歡雅99-33號
- Effective time: 2026-10-15T10:22:51
- End time: 2026-10-15T14:00:00

## Water Outage (Tainan City)

- Published: 2026-10-15T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151030&info=20040090
- anchor: #n3381465
- Companies mentioned: 台灣自來水公司

台灣自來水公司 will shut off water to 南關里, 善化區, 臺南市, on October 15, 2026, to accommodate a main pipeline replacement project.

Facts:
- Effective time: 2026-10-15T10:23:08
- Expiration time: 2026-10-15T15:30:00

## Water Outage (Tainan City)

- Published: 2026-10-15T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151030&info=20040087
- anchor: #n3381464
- Companies mentioned: 台灣自來水公司

台灣自來水公司 issued a water outage alert while repairing a 100mm PVCP pipeline in front of 21號, 水庫路, 東勢里, 楠西區, 台南市.

Facts:
- 100mmPVCP
- Effective time: 2026-10-15T10:27:18
- Expiration time: 2026-10-15T17:00:00

## Water Outage (Tainan City)

- Published: 2026-10-15T11:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151030&info=20040086
- anchor: #n3381463
- Companies mentioned: 台灣自來水公司、國土署

台灣自來水公司 will shut off water to 嘉芳里, 新營區, 臺南市, on October 15, 2026, to accommodate the 國土署’s 復興路 widening project.

Facts:
- Effective time: 2026-10-15T10:28:41
- Expiration time: 2026-10-15T15:00:00

## 陸上強風特報(黃色燈號)（屏東縣,苗栗縣,桃園市,臺中市,臺東縣,澎湖縣）

- Published: 2026-10-15T11:26:14+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_strong-wind_202610151026001&info=20040085
- Article page: https://ainews.idaeo.ai/a/4343918-en.html
- anchor: #n3381466
- Companies mentioned: 中央氣象署

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.

Facts:
- Average winds of scale 6 or above
- Gusts of scale 8 or above

## Water Outage (Taoyuan City)

- Published: 2026-10-15T11:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151020&info=20040084
- anchor: #n3381468
- Companies mentioned: 台灣自來水公司

Water pressure has dropped because of repairs to a leaking water pipeline, leaving some areas of 保障里 and 草新里, 觀音區, 桃園市, without water.

Facts:
- 草新路72號
- Effective time: 2026-10-15T10:13:59
- End time: 2026-10-15T13:00:00

## Water Outage (Nantou County)

- Published: 2026-10-15T11:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151010&info=20040081
- anchor: #n3381470
- Companies mentioned: 台灣自來水公司

台灣自來水公司 will shut off water to multiple villages in 鹿谷鄉, 南投縣, on October 15, 2026, while repairing a burst pipeline.

Facts:
- Effective time: 2026-10-15T10:08:52
- Scheduled end time: 2026-10-15T16:00:00

## Water Outage (Taoyuan City)

- Published: 2026-10-15T11:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610151010&info=20040080
- anchor: #n3381469
- Companies mentioned: 台灣自來水公司

A water outage will affect parts of 桃園市 as crews repair a leak in a 200mmPVCP pipe opposite the entrance to Lane 496, 茄苳路, 八德區.

Facts:
- 200mmPVCP

## Water Outage (Changhua County)

- Published: 2026-10-15T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150950&info=20040074
- anchor: #n3381475
- Companies mentioned: 台灣自來水公司、台電

台灣自來水公司 will shut off water to parts of 大村鄉, 彰化縣, from October 15 to 16, 2026, to accommodate 台電’s pipeline modification work.

Facts:
- Effective time: 2026-10-15T09:38:13
- End time: 2026-10-16T17:00:00

## Water outage (Kaohsiung City)

- Published: 2026-10-15T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150950&info=20040079
- anchor: #n3381474
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T09:44:29
- End time: 2026-10-15T12:30:00

## Water Outage (Taoyuan City)

- Published: 2026-10-15T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150950&info=20040075
- anchor: #n3381473
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 100, Xinxing Road
- Effective time: 2026-10-15T09:44:44
- End time: 2026-10-15T13:30:00

## Water Outage (Taichung City)

- Published: 2026-10-15T10:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150950&info=20040076
- anchor: #n3381472
- Companies mentioned: 台灣自來水公司

Water service will be suspended in Jiayin Village, Wufeng District, Taichung City, for emergency repairs to a leak beside No. １６０, Zhenxing Street.

Facts:
- No. １６０
- 2026-10-15T09:46:17
- 2026-10-15T15:00:00

## Water Outage (Tainan City)

- Published: 2026-10-15T10:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150930&info=20040072
- anchor: #n3381476
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T09:22:03
- End time: 2026-10-16T17:00:00

## Water Outage (Tainan City)

- Published: 2026-10-15T10:20:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150920&info=20040069
- anchor: #n3381478
- Companies mentioned: 台灣自來水公司

Emergency repairs to a road leak in Annan District, Tainan City, have resulted in partial water outages and reduced water pressure in the area.

Facts:
- 10/15 09:00-12:30
- No. 353, Anfu Street

## Water Outage (New Taipei City)

- Published: 2026-10-15T10:20:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150920&info=20040068
- anchor: #n3381477
- Companies mentioned: 台灣自來水公司

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.

Facts:
- CQ860
- 2026-10-15T09:18:23
- 2026-10-15T15:00:00

## Water Outage (Nantou County)

- Published: 2026-10-15T10:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150900&info=20040066
- anchor: #n3381479
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T08:54:24
- Scheduled end time: 2026-10-15T16:00:00

## Water Outage (New Taipei City)

- Published: 2026-10-15T09:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150850&info=20040065
- anchor: #n3381481
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Lane 330
- Lane 370
- 2026-10-15T08:44:02
- 2026-10-15T16:00:00

## Water Outage (Taoyuan City)

- Published: 2026-10-15T09:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150850&info=20040064
- anchor: #n3381480
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T08:46:20
- Scheduled end time: 2026-10-15T16:00:00

## Water Outage (Taichung City)

- Published: 2026-10-15T09:30:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150830&info=20040060
- anchor: #n3381498
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-14T12:02:02
- Expiration time: 2026-10-15T17:30:00

## Water Outage (Taichung City)

- Published: 2026-10-15T09:30:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150830&info=20040062
- anchor: #n3381483
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T08:21:39
- End time: 2026-10-15T13:00:00

## Water outage (Chiayi County)

- Published: 2026-10-15T09:30:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610150830&info=20040061
- anchor: #n3381482
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-15T08:21:41
- Expiration time: 2026-10-15T17:00:00

## 〈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: 2026-10-15T13:48:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6631058
- Article page: https://ainews.idaeo.ai/a/4345086-en.html
- anchor: #n3382083
- Companies mentioned: 美聯準會、玉山金、中信金、元大金、永豐金

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.

Facts:
- 美國最新通膨數據高於預期，引發市場對美聯準會持續升息的憂慮，導致美股昨夜全面重挫並迅速波及亞洲市場。
- 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.

## 中國Q3手機出貨量寫13年來同期新低 前五名僅蘋果、華為成長

- Published: 2026-10-15T13:47:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630757
- Article page: https://ainews.idaeo.ai/a/4345087-en.html
- anchor: #n3382084
- Companies mentioned: Omdia、華為、蘋果、AAPL、vivo、OPPO、小米、01810-HK、界面新聞

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: 2026-10-15T13:36:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6631028
- Article page: https://ainews.idaeo.ai/a/4345088-en.html
- anchor: #n3382085
- Companies mentioned: 字節跳動、聯發科、Google、阿里巴巴、騰訊、輝達、華為、高通、博通、台積電、快手

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: 2026-10-15T13:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630955
- Article page: https://ainews.idaeo.ai/a/4345089-en.html
- anchor: #n3382086
- Companies mentioned: Arm、高通、QCOM-US、Meta Platforms、META-US、彭博社

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: 2026-10-15T13:25:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630917
- Article page: https://ainews.idaeo.ai/a/4345090-en.html
- anchor: #n3382087
- Companies mentioned: 台達電、台達電(2308-TW)

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: 2026-10-15T13:23:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6631029
- Article page: https://ainews.idaeo.ai/a/4345091-en.html
- anchor: #n3382088
- Companies mentioned: 中華電信、台灣大、遠傳、蘋果

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: 2026-10-15T13:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630881
- Article page: https://ainews.idaeo.ai/a/4345092-en.html
- anchor: #n3382089
- Companies mentioned: SK海力士、美光、西部數據、希捷、CNBC、Roundhill、D.A. Davidson、長鑫存儲、三星、微軟、谷歌、亞馬遜、蘋果、輝達

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: 2026-10-15T13:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630677
- Article page: https://ainews.idaeo.ai/a/4345093-en.html
- anchor: #n3382090
- Companies mentioned: Bending Spoons、波克夏·海瑟威、蘋果、Alphabet

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: 2026-10-15T12:32:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630762
- Article page: https://ainews.idaeo.ai/a/4343739-en.html
- anchor: #n3381290
- Companies mentioned: 國際貨幣基金、IMF

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.

## CoreWeave expands AI operations and turns to the insurance industry for funding; founder: We must become a giant

- Published: 2026-10-15T12:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630901
- Article page: https://ainews.idaeo.ai/a/4343740-en.html
- anchor: #n3381291
- Companies mentioned: 輝達、NVDA-US、CoreWeave、CRWV-US、高盛、博通、AVGO-US、英特爾、INTC-US、Benzinga、金融時報

由輝達支持的CoreWeave正尋求保險業資金以降低融資成本，創辦人強調必須成為業界最大業者之一，儘管面臨高借貸成本與融資風險警告，仍持續擴張以滿足AI運算需求。

Facts:
- CoreWeave is seeking to bring in funding from the insurance industry to secure lower-cost financing.
- Technology companies accounted for 44% of the U.S. direct lending market in 2025.
- The yield on CoreWeave bonds due in 2032 briefly rose to 15%, before closing at 14.5%.
- 博通 CEO Chen Fuyang warned that access to funding could become a bottleneck to the expansion of AI infrastructure.
- CoreWeave will increase delayed-draw term loans to accelerate data center construction.

## Standard iPhone 18 reportedly set to enter production in late November; inventory expected to be substantial

- Published: 2026-10-15T12:15:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630973
- Article page: https://ainews.idaeo.ai/a/4343741-en.html
- anchor: #n3381292
- Companies mentioned: 蘋果、AppleInsider、台積電

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.
- iPhone 18 前置相機傳可能升級至 2,400 萬畫素。

## CPI higher than expected; Treasury yields surge, leaving the Fed in a rate-hike dilemma

- Published: 2026-10-15T12:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630676
- Article page: https://ainews.idaeo.ai/a/4343743-en.html
- anchor: #n3381294
- Companies mentioned: MarketWatch、芝加哥商品交易所、富國銀行、Aptus Capital Advisors、先鋒集團

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.

## ASML’s next major chipmaking growth timeline revealed! Experts: 英特爾, 三星 and 台積電 hold the keys

- Published: 2026-10-15T12:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630884
- Article page: https://ainews.idaeo.ai/a/4343742-en.html
- anchor: #n3381293
- Companies mentioned: 艾司摩爾(ASML)、英特爾、三星、台積電

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.
- ASML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: 2026-10-15T12:09:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619427
- Article page: https://ainews.idaeo.ai/a/4343744-en.html
- anchor: #n3381295
- Companies mentioned: 主動野村台灣50 ETF、野村投信、野村資產管理、Allshores集團、高盛、晉達、野村基金(愛爾蘭系列)、駿利亨德森、輝達 (Nvidia)

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: 2026-10-15T12:08:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6624786
- Article page: https://ainews.idaeo.ai/a/4343745-en.html
- anchor: #n3381296
- Companies mentioned: 野村投信、野村證券投資信託股份有限公司、輝達、Google、AWS

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.
- The Fed enters a rate-hiking cycle.
- CSP free cash flow turns negative.

## Houthis: Missile hits Saudi fighter jet; coalition military targets attacked

- Published: 2026-10-15T12:05:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630938
- Article page: https://ainews.idaeo.ai/a/4343746-en.html
- anchor: #n3381297
- Companies mentioned: Saudi Aramco

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.

## Standard Chartered and 摩根大通 launch cross-border stock pledging, opening a new channel for investment in Taiwan equities

- Published: 2026-10-15T12:01:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630969
- Article page: https://ainews.idaeo.ai/a/4342685-en.html
- anchor: #n3380889
- Companies mentioned: 渣打銀行、摩根大通、新竹國際商業銀行、台灣證券交易所、台灣集中保管結算所、倫敦證券交易所、香港交易所

渣打銀行攜手摩根大通推出台灣首筆上市櫃股票跨境擔保服務，協助國際投資人運用台股作為海外融資擔保，並由渣打擔任保管銀行，強化台灣資本市場國際化連結。

Facts:
- 渣打銀行宣布攜手摩根大通，正式推出台灣市場首筆上市櫃有價證券質押擔保品解決方案。
- The solution allows international institutional investors to pledge their Taiwan-listed shares as collateral for overseas financing and derivatives transactions.
- 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.
- 渣打銀行自1985年在台北成立第一家分行，目前員工人數近2500位。

## Could Meta rise more than 11%? A look at the latest price targets from 10 analysts

- Published: 2026-10-15T12:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630696
- Article page: https://ainews.idaeo.ai/a/4342686-en.html
- anchor: #n3380890
- Companies mentioned: Meta Platforms、Albertsons Companies、ORIC Pharmaceuticals、摩根大通、Shopify、Unity Software、Kontoor Brands、達美樂披薩、GE Vernova、Weyerhaeuser、RBC Capital、摩根士丹利、Baird、Guggenheim、Wedbush、Jefferies、StoneX、Susquehanna、美銀證券、Benzinga

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.

## 美股定期定額投資人數暴增4成 這些個股和ETF最熱

- Published: 2026-10-15T11:55:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630962
- Article page: https://ainews.idaeo.ai/a/4342687-en.html
- anchor: #n3380891
- Companies mentioned: 凱基證券、凱基證、輝達、NVIDIA、特斯拉、Tesla、美光、Micron、邁威爾、Marvell、SpaceX、SPCX

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: 2026-10-15T11:55:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6619411
- Article page: https://ainews.idaeo.ai/a/4342688-en.html
- anchor: #n3380892
- Companies mentioned: 野村投信、野村證券投資信託股份有限公司、台積電

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.
- Fed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: 2026-10-15T11:53:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630956
- Article page: https://ainews.idaeo.ai/a/4342689-en.html
- anchor: #n3380893
- Companies mentioned: 台灣房屋集團、台灣房屋成大東豐加盟店

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.
- 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.

## 〈焦點股〉視陽日本及中國市場帶動Q4有望迎高峰 漲逾半根停板

- Published: 2026-10-15T11:52:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630945
- Article page: https://ainews.idaeo.ai/a/4342690-en.html
- anchor: #n3380894
- Companies mentioned: 視陽

視陽受惠日中市場矽水膠彩片需求暢旺及歐洲出貨回溫，第三季營收季增14.5%。法人看好第四季營運高峰，預估年增逾4成，公司同步擴充產能至明年Q1月產7500萬片，彩片比重升至46%，股價今日大漲逾半根停板。

Facts:
- 法人預估視陽第四季營收有機會年增超過4成。
- 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: 2026-10-15T11:52:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630940
- Article page: https://ainews.idaeo.ai/a/4342691-en.html
- anchor: #n3380895
- Companies mentioned: 精誠資訊、精誠

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.

## Economist who correctly anticipated Fed rate hikes warns again: a 2-step increase in December is not ruled out

- Published: 2026-10-15T11:20:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630754
- Article page: https://ainews.idaeo.ai/a/4342694-en.html
- anchor: #n3380896
- Companies mentioned: Prestige Economics、花旗集團、Mercer Advisors

Prestige Economics總裁Jason Schenker警告Fed可能在12月大幅升息50個基點，若如此則明年初或暫停升息。花旗集團亦修正預期，看好12月升息1碼。

Facts:
- Prestige Economics President Jason Schenker predicts the Fed could raise rates by 50 basis points in December.
- Schenker believes the Fed is unlikely to raise its benchmark interest rate again at this month's (October) meeting.
- 花旗集團預期Fed將於12月升息1碼並維持至2027年6月
- Jason Schenker was the first economist in Bloomberg's survey to predict a Fed rate hike in September.
- Mercer Advisors Chief Investment Officer Donald Calcagni said core inflation coming in above expectations is a warning sign.

## 【Taiwan Stocks: A Fakeout?】Don't focus only on TSMC! 3 AI stock groups poised for the next rally revealed

- Published: 2026-10-15T11:18:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630930
- Article page: https://ainews.idaeo.ai/a/4342696-en.html
- anchor: #n3380897
- Companies mentioned: 摩爾投顧、輝達(NVDA-US)、台積電(2330-TW)、眾達-KY(4977-TW)、華星光(4979-TW)、聯亞(3081-TW)、大立光(3008-TW)、台光電(2383-TW)、金像電(2368-TW)、欣興(3037-TW)、南電(8046-TW)、國巨(2327-TW)、華新科(2492-TW)、信昌電(6173-TW)、天二科技(6834-TW)

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: 2026-10-15T11:18:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630898
- Article page: https://ainews.idaeo.ai/a/4342692-en.html
- anchor: #n3380898
- Companies mentioned: 英國日產汽車、中國奇瑞

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: 2026-10-15T11:15:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630861
- Article page: https://ainews.idaeo.ai/a/4342693-en.html
- anchor: #n3380899
- Companies mentioned: 美國聯準會、台積電、聯發科、台達電、鴻海、日月光投控、旺矽、緯穎、藥華藥、玉晶光、大量、中華電、遠傳、台灣大、意蘭、驊宏姿、華經、力新、南亞、台化、國喬、台塑化、台塑、台苯、台達化、台聚

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: 2026-10-15T11:11:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630855
- Article page: https://ainews.idaeo.ai/a/4342695-en.html
- anchor: #n3380900
- Companies mentioned: Marketwatch、Natixis CIB Americas、ING、Jefferies、Nationwide、SGH Macro Advisors、IMF、世界銀行

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.
- Fed主席華許預定美東時間週四晚間在曼谷舉行的IMF與世界銀行年會發表談話。

## Bill Gates: AI is humanity's most dangerous invention; cybersecurity shocks could converge over the next year

- Published: 2026-10-15T11:07:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6630758
- Article page: https://ainews.idaeo.ai/a/4342697-en.html
- anchor: #n3380901
- Companies mentioned: 微軟

微軟創辦人比爾蓋茲警告AI是人類最危險發明，近期最大風險在於不法分子惡意利用，預料未來一年網路安全衝擊將集中爆發，並強調全球監管框架尚未建立。

Facts:
- 微軟創辦人比爾蓋茲警告AI是人類最危險發明，近期最大風險在於不法分子惡意利用。
- 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: 2026-10-15T12:36:52+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388180
- anchor: #n3381866
- Companies mentioned: 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: 2026-10-15T11:47:00+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388171
- anchor: #n3381872
- Companies mentioned: 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: 2026-10-15T11:40:09+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388166
- anchor: #n3381867

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.

Facts:
- October 2026
- 130 萬人

## Lufthansa to spend 1.2 billion euros to acquire a 44.9% stake in TAP Air Portugal, gaining coveted routes

- Published: 2026-10-15T09:13:26+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/831425
- Article page: https://ainews.idaeo.ai/a/4343900-en.html
- anchor: #n3381430
- Companies mentioned: 德國漢莎航空集團、葡萄牙航空、法荷航集團、奧地利航空、瑞士航空、義大利航空

德國漢莎航空集團擊敗法荷航集團，以約12億歐元收購葡萄牙航空44.9%股權，獲得以里斯本為樞紐的黃金航線經營權，交易仍需歐盟批准並預計於2028年前完成全面私有化。

Facts:
- 16% higher
- More than 9,000 employees
- Retain 5% of the shares
- Generate revenue of 1.201 billion euros
- Hold a 50.1% majority stake in the company
- Currently the largest in Europe
- Fourth place in the world
- Complete before 2028

## 外交部 Minister Lin Chia-lung leads delegation to Poland, announces chip technology cooperation

- Published: 2026-10-15T09:11:08+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/831431
- anchor: #n3381429
- Companies mentioned: 外交部、工研院、波蘭微電子與光子研究所

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.