The ultimate dining waters—S.Pellegrino and Acqua Panna elevate the flavors of cuisine, with memorable dishes featured in the new seasonal menu at Michelin one-star restaurant Wok by O'BOND
Published ・ Source Taiwan | 風傳媒
S.Pellegrino and Acqua Panna, distributed in Taiwan by 欣臨企業, have teamed up with Michelin one-star restaurant Wok by O'BOND to launch the “EP. ? Water Cycle” dining experience. Chef Tseng Chih-huai has incorporated water-quality research into his dishes, showcasing the endless possibilities of dining water in the kitchen.
Facts
S.Pellegrino and Acqua Panna are distributed in Taiwan by 欣臨企業 (THL).
Wok by O'BOND is a leading contemporary restaurant that has retained its one-star rating in the MICHELIN Guide Taiwan for many years.
S.Pellegrino natural sparkling mineral water is sourced from the foothills of the Alps and filtered through rock layers for 30 years.
Acqua Panna natural mineral water is sourced from the Emilia Apennines in Tuscany and filtered for more than 14 years.
The “Rock. Duck Confit Pastry Ball” filling contains trace amounts of iron, echoing the mineral character of water with a hardness of 618 mg/L.
S.Pellegrino natural sparkling water contains 16.6 mg/100ml of calcium and 4.95 mg/100ml of magnesium.
Companies mentioned：欣臨企業、THL、Wok by O'BOND、世界 50 最佳餐廳、國際侍酒師協會
Huang Zitao and Xu Yiyang unexpectedly announce they have a child! After past rumors of a secret birth and surrogacy, their child can now walk
Published ・ Source Taiwan | 風傳媒
Huang Zitao and Xu Yiyang shared a photo on social media on Jan. 15 of the family of three walking by the sea, revealing their child’s existence for the first time. The couple married in 2024 and had previously denied surrogacy rumors. Their announcement has drawn attention.
Facts
Huang Zitao and Xu Yiyang made their relationship public in July 2024 and registered their marriage on Dec. 2 that year.
Based on the photos, people have speculated that the child may be 2 or 3 years old, but the couple has not confirmed this.
Surrogacy rumors surfaced in June 2025, and both parties’ studios categorically denied them.
“Huang Zitao and Xu Yiyang announce they are parents” quickly became a top trending topic on Weibo.
英特爾 mounts a major challenge in advanced packaging! Wei Che-chia reveals why 台積電 is not worried: CoWoS remains customers’ top choice
Published ・ Source Taiwan | 風傳媒
台積電 Chairman Wei Che-chia stressed at an investor conference on the 15th that, in the face of 英特爾’s EMIB-T packaging challenge, 台積電 alone offers advanced packaging technology with 5 times the reticle size and strong yields, making CoWoS customers’ top choice. The company is developing even larger packaging sizes and a new technology, CoPoS, and hinted that it could help resolve competitors’ delivery problems.
Facts
台積電 Chairman Wei Che-chia said at an investor conference on the 15th that, at present, only 台積電 can provide advanced packaging with 5 times the reticle size.
台積電 has already begun mass production of advanced packaging products with 5 times the reticle size, and yields are very good.
英特爾’s EMIB-T packaging technology is making waves, and reports say it has already received orders from many customers.
台積電 is continuing to develop packaging with 9 times the reticle size and working toward advanced packaging with 14 times the reticle size.
台積電 is developing the new CoPoS technology, hoping to offer more cost-effective solutions through different packaging architectures.
Will Taiwan stocks keep falling tomorrow? 外資 goes into full cash-out mode; expert warns of alarming signal: short positions are nearing 100,000 contracts
中國信託’s “Taiwan Dream” gains new support as a community in Waizhong, Changhua County, helps disadvantaged children pursue their dreams
Published ・ Source Taiwan | 風傳媒
中國信託慈善基金會 held a plaque-unveiling ceremony for a “Taiwan Dream Project” base in Waizhong Community, Changhua County, on the 14th. Supported by donations to the “Igniting the Flame of Life” program, the initiative now has 35 bases across Taiwan. It aims to improve the physical and mental development of disadvantaged children through volunteer companionship and has helped nearly 1.53 million people to date.
全聯’s 隨緣 brand has launched plant-based meat buns in a three-cup flavor. Their rich basil aroma and generous filling have earned high praise online, with people saying the flavor rivals that of a stir-fry restaurant. The buns have also sparked widespread discussion and recommendations on social media.
Facts
全聯’s 隨緣 brand has launched frozen plant-based meat buns in a three-cup flavor, with large pieces of king oyster mushroom in the filling.
Online reviewers say that after steaming, the buns give off a rich basil aroma that smells like food from a stir-fry restaurant.
The buns have a soft, chewy exterior, and the filling is savory, sweet and spicy. Reviewers recommend steaming at least 2 at a time.
Other popular frozen bun brands recommended by knowledgeable shoppers include 奇美、紅豆食府、鼎泰豐 and 義美.
隨緣’s teriyaki-flavored buns are sweet, with diced king oyster mushrooms adding bite, making them suitable for children.
Why is there a small loop at the back of a collar? It’s not just for hanging clothes! A household expert reveals 3 uses: You really can’t do without it.
Published ・ Source Taiwan | 風傳媒
Household expert 陳映如 revealed three key functions of the small loop at the back of a jacket collar: preventing heavy jackets from slipping off, securing the collar to reduce wear and extend the garment’s life, and helping people with visual impairments tell the front from the back of a garment.
Facts
Household expert 陳映如 shared the practical uses of the small loop at the back of a jacket collar on Facebook.
Threading a hanger through the small loop inside the collar can prevent heavy jackets from slipping off the hanger.
The small loop helps secure the collar, reducing dirt and creases caused by clothing slipping, and helping extend the garment’s lifespan.
One function of the small loop is to help people with visual impairments tell which way a garment is facing.
People with visual impairments can use the small loop at the back of the collar as a reference to determine the garment’s direction by touch.
Taiwan hit by another scam! Clicking a link wiped out NT$30,000 in savings; “even a lawyer fell for it.” Never click this kind of bill.
Published ・ Source Taiwan | 風傳媒
A new type of scam has emerged in Taiwan, with fraudsters impersonating 遠通電收 to send parking-fee payment reminder emails, resulting in people and a lawyer being charged several tens of thousands of New Taiwan dollars without authorization. 遠通電收 clarified that it does not send payment reminders by email and warned people not to click links or provide verification codes. They should check for outstanding fees through the official app or website.
Facts
A user was charged NT$29,080 without authorization after clicking a parking-fee payment link in a scam email. The merchant was listed as TikTok.
Attorney 莊舒涵 once received an email impersonating 遠通 about an unpaid e-Tag toll. After entering her information, she found that the payment was in Japanese yen, totaling ¥116,240 (about NT$24,004). Fortunately, she did not enter a verification code.
遠通電收 said fraudsters use a “real customer service phone number, fake payment link” tactic: They list a genuine customer service number in the email to gain people’s trust, but direct the payment link to a fake website.
遠通電收 stressed that it will not send parking-fee payment reminders by email, nor will it ask people to click a link in an email and enter credit card information or an OTP verification code.
Some people reported that no matter what license plate number they entered, the scam website showed a fixed amount owed, such as 120 or 40 yuan, using small amounts to lower people’s guard.
Does drinking unsweetened soy milk make you gain weight instead? Expert warns that “1 type is a trap”: It delivers a lot of fat.
Published ・ Source Taiwan | 風傳媒
Nutritionist 蔡正亮 cautioned that unsweetened soy milk is not necessarily low in fat, and extra-rich varieties may come close to whole milk. Although it contains a high proportion of unsaturated fatty acids and no cholesterol, making it a suitable substitute for saturated fat, people trying to lose fat should watch their calorie intake.
Facts
A 400-milliliter bottle of rich soy milk containing 2.5 grams of fat per 100 milliliters provides 10 grams of fat and 90 calories when consumed in full.
Regular whole milk contains about 3.5 to 4 grams of fat per 100 milliliters, while low-fat milk contains about 1 to 1.5 grams.
Unsweetened soy milk sold in stores contains about 1.5 to 2.5 grams of fat, while some extra-rich varieties contain more than 3 grams.
Soybeans contain about 18% to 20% fat.
About 55% to 60% of soybean oil is polyunsaturated fatty acids, 20% to 25% is monounsaturated fatty acids, and saturated fatty acids account for about 14% to 16%.
“King of African Mobile Phones” Faces Turbulence After Listing! Transsion Plunges More Than 7% on First Day as Memory Price Surge Worries Investors About Profits
Published ・ Source Taiwan | 風傳媒
Chinese smartphone maker 傳音控股 listed in Hong Kong on the 15th, with its share price plunging more than 7% on its first day. Despite holding over 50% of the African market, rising memory costs and business restructuring led its 2025 net profit to nearly halve, raising investor concerns about future earnings.
Facts
傳音控股 listed in Hong Kong on the 15th, with its share price plunging more than 7% on its first day.
傳音控股's IPO offered 86.6 million shares at HK$35.30 each, raising about HK$3.1 billion.
傳音控股 owns the Tecno, Infinix and itel brands.
傳音控股 holds more than 50% of the smartphone market across Africa.
傳音控股's 2025 net profit fell to 2.6 billion yuan.
傳音控股 was founded in 2013 by George Zhu (竺兆江).
傳音控股 plans to invest 40% of the funds raised in research and development of artificial intelligence (AI) technology.
Dingxi neighborhood chief candidate Kao Chih-cheng in Kaohsiung was revealed to have a 2014 record involving child abuse resulting in death. Former legislator Wang Wan-yu publicly criticized him and urged voters to take the matter seriously. His father is a chief in a neighboring neighborhood, and his campaign has sparked debate over the political participation of formerly incarcerated people and child protection.
Facts
In 2014, while caring for a boy under the age of 2, 高至成 beat the boy on the head and body with a plastic paddle known as a “little hand of love,” causing intracranial bleeding and death.
高至成 was sentenced to 7 years and 6 months in prison for causing death through assault. The Supreme Court dismissed his appeal in July 2018, making the case final.
Former New Power Party legislator 王婉諭 posted on Threads on the 15th, calling attention to 高至成’s criminal record and describing it as the case she found most unacceptable.
高至成’s father, 高豐麟, is the incumbent chief of 鼎金里, and 高至成’s campaign signs are displayed outside his office.
Under Article 26 of the Public Officials Election and Recall Act, the offense 高至成 is involved in is not among those that automatically disqualify a person from running for office, so the election authorities must review it.
Don’t just add corn or daikon to pork rib soup! Insiders recommend adding “2 ingredients” for a clean, sweet broth and tender meat without any gamey odor
Published ・ Source Taiwan | 風傳媒
This article shares tips for making pork rib soup, recommending well-marbled pork shoulder ribs or soft-bone ribs, and using cold-water blanching to remove odors and slow simmering to make the meat tender. It also suggests adding apples and carrots to sweeten the broth, and offers a method for removing bitterness from bamboo shoots.
Facts
Netizens recommend using well-marbled pork shoulder ribs or moon-shaped soft-bone ribs for pork rib soup to keep the meat from turning dry and tough.
Ribs should be blanched starting in cold water. Once the water boils, remove the ribs and rinse off the blood and impurities, then add fresh water and simmer to remove the gamey smell.
To make apple and carrot rib soup, simmer the ribs for 20 minutes, then add the apples and carrots and simmer for 30 minutes.
The Agriculture and Food Agency says the middle section of a daikon has a moderate level of sweetness and spiciness, making it ideal for soup. Its selection tip is: “Choose one with white skin and leaves, smooth and free of cracks, and heavy and crisp.”
The Ministry of Agriculture says that when green bamboo shoots emerge from the ground and are exposed to sunlight, their tips turn green—a condition known as “greening.” This produces the bitter cyanogenic glycoside taxiphyllin, so bamboo shoots in this condition should be avoided.
Even worse than Taiwan stocks! South Korean stocks hit circuit breakers again and again as the KOSPI and KOSDAQ plunge simultaneously; South Korean regulators step in urgently
Published ・ Source Taiwan | 風傳媒
Asian stocks were hammered across the board on the 15th, hit by U.S. inflation data and negative news about AI stocks. The KOSPI and KOSDAQ both triggered circuit breakers, marking the 10th such halt this year, and South Korean regulators intervened urgently.
Facts
Asian stocks were hammered across the board on the 15th. Taiwan stocks plunged 1655 points to close at 46969, while the Nikkei fell 3318 points, a drop of 4.9%.
The Korea Composite Stock Price Index (KOSPI) and the KOSDAQ index both triggered circuit breakers. The KOSPI plunged more than 9% at one point before closing down 7.57%.
This is the 10th circuit breaker in South Korean stocks this year and the first time both major indexes have triggered circuit breakers on the same day since July 29.
The U.S. Labor Department said core CPI rose 0.3% month over month in September, above economists’ expectations of 0.2%, stoking market concerns about interest rate hikes.
At 12:38 p.m. local time in South Korea, the KOSPI fell 480.76 points, or 8.0%, triggering a Level 1 circuit breaker. The KOSDAQ also triggered a circuit breaker at 12:23 p.m.
Metro stations offer more than just restrooms to borrow! Taipei Metro unveils 15 free “hidden services,” including free tickets, so convenient even foreign visitors are amazed
Stocks crash, but U.S. Treasuries and gold surge against the trend! As investors scramble for safety, have they finally remembered a familiar safe-haven playbook?
Published ・ Source Taiwan | 風傳媒
September U.S. CPI data rattled markets, sending U.S. Treasuries and gold higher against the trend. Analysts say the rebound in Treasuries was driven by safe-haven demand and a reassessment of interest rate policy, while deteriorating fiscal conditions and central bank gold purchases are providing medium- to long-term support for gold.
Facts
Global financial markets were rocked after the release of September U.S. CPI data, while U.S. Treasuries and gold rose against the trend.
U.S. Treasuries have gained nearly 0.7% so far this month, reversing a 2.2% decline in September.
Central banks reported net gold purchases of about 63 tons in September, the highest monthly total since November 2024.
During Asian trading hours on Thursday, the yield on 10-year U.S. Treasuries briefly fell below 5.10% to a 3-week low.
Volume outside the Legislative Yuan’s Foreign Affairs Committee hits 93 decibels! Hsu Chiao-hsin clashes with Wang Yi-chuan and Lin Chu-yin as Wang Ting-yu tries to mediate
Published ・ Source Taiwan | 風傳媒
Legislative Yuan Foreign Affairs Committee convener Hsu Chiao-hsin and Democratic Progressive Party lawmakers Wang Yi-chuan and Lin Chu-yin became embroiled in a heated argument, with noise levels reaching 93 decibels. Hsu announced a 1-hour recess over dissatisfaction with the questioning procedure, prompting Lin to criticize her for imposing martial law. Wang Ting-yu eventually mediated, and the meeting resumed after a 5-minute recess.
Facts
The Legislative Yuan’s Foreign Affairs and National Defense Committee formally began meeting this week, with Kuomintang lawmaker Hsu Chiao-hsin serving as its new convener.
Kuomintang lawmaker Hsu Chiao-hsin and Democratic Progressive Party lawmaker Wang Yi-chuan clashed verbally for 2 consecutive days.
The decibel meter at the meeting briefly reached 93 decibels.
Democratic Progressive Party lawmaker Lin Chu-yin harshly criticized Hsu Chiao-hsin, calling her “the top brand of martial law.”
Former convener Wang Ting-yu rushed to the scene to defuse tensions. The meeting ultimately resumed after a 5-minute recess.
The Overseas Community Affairs Council currently uses official vehicles overseen by the Ministry of Foreign Affairs overseas.
The items under review include the Overseas Community Affairs Council’s submission on the implementation of inspection expenses for its 2025 Q4 plan to send personnel abroad on official business.
What are the drawbacks of living in a split-level home? He praises its “spacious, layered design”! Residents list 4 deal-breakers and warn others off: “I regret it every day”
Published ・ Source Taiwan | 風傳媒
Online discussions about the drawbacks of split-level homes have prompted residents to point to the stairs and maintenance hassles, while experts discuss their high overall cost and current market conditions.
Facts
Split-level designs cost more to build, naturally driving up the overall price.
In charts: Traveling abroad used to be far less accessible for Taiwanese! Changes in overseas trips over 30 years revealed—when did Japan become a popular destination? A look at the historical rankings
Published ・ Source Taiwan | 風傳媒
Tourism Administration data show that the number of trips abroad by Taiwanese residents grew 3.65 times over 30 years. Japan overtook Hong Kong and mainland China to become the top destination in 2015, and trips to Japan hit a record high in 2025.
Facts
About 5.19 million trips abroad were made by Taiwanese residents in 1995; by 2025, the figure had risen to 18.94 million.
In statistics on destinations for trips abroad by Taiwanese residents in 1995, Hong Kong ranked first, the United States second and Japan third.
Japan overtook mainland China in 2015 to become the top destination for Taiwanese travelers going abroad.
The number of Taiwanese residents whose first destination in Japan was recorded in 2025 reached a record 6,730,817.
The government did not officially allow Taiwanese residents to apply to travel abroad for tourism until 1979.
Not the yuan! Could “it” be the biggest threat to dollar dominance? Berkeley professor reveals “3 major concerns”: U.S. debt is only one of them
Published ・ Source Taiwan | 風傳媒
In a speech at the “Asia-Pacific Thousand-Mile Forum 04,” University of California, Berkeley professor Barry Eichengreen said dollar dominance faces three major concerns: a growing interest burden on U.S. debt, Trump’s tariff policies weakening the incentive to hold dollars, and challenges to the Federal Reserve’s independence. He warned that if the world suddenly lost confidence in the dollar and no other currency could take its place, a severe liquidity shortage could result.
Facts
About 90% of foreign exchange transactions worldwide involve the U.S. dollar, and more than half of the foreign exchange reserves held by central banks worldwide are denominated in dollars.
According to fiscal projections, by 2050, interest payments on U.S. federal government debt could account for about one-third of federal revenue.
Eichengreen said the foundations underpinning dollar dominance include the depth and liquidity of U.S. financial markets, the rule of law, central bank credibility, and political and security partnerships.
Federal Reserve Chair Jerome Powell faces legal and political disputes, Governor Lisa Cook is embroiled in a dispute over her position, and a possible overhaul of the regional Federal Reserve bank president appointment system has raised concerns about the Fed’s independence.
When the United States uses financial sanctions, some countries may step up efforts to find alternative settlement channels to reduce their exposure to U.S. financial policies.
Popular YouTuber 一隻阿圓 reportedly splits from 陳百祥? Late-night post reveals “the end of a very long relationship”: Treating each other sincerely is enough
Published ・ Source Taiwan | 風傳媒
Popular YouTuber 一隻阿圓 announced in a post on the 15th that she had ended a long-term relationship, prompting speculation that she and 陳百祥 had broken up, though this has not been confirmed.
Facts
Popular YouTuber 一隻阿圓 wrote on Instagram on the 15th, admitting that she had ended a very long relationship this year.
一隻阿圓 and 陳百祥, a former producer of 《木曜4超玩》, acknowledged their relationship in late 2024 after a weekly magazine photographed them appearing to live together.
一隻阿圓 said she would refocus on her own life and work.
一隻阿圓 and 陳百祥 are quite private about their personal lives and rarely interact publicly on social media.
一隻阿圓 believes that if both people treated each other sincerely, perhaps that is already enough.
Prosecutor who used drugs gets deferred prosecution; Huang Kuo-chang blasts Zheng Mingqian: “Is this what ‘no leniency’ means?” Aren’t you ashamed?
Published ・ Source Taiwan | 風傳媒
Taiwan People’s Party Chairman Huang Kuo-chang criticized Justice Minister Zheng Mingqian over a Liu-surnamed prosecutor who was granted deferred prosecution in a drug case and referred for evaluation only afterward. He questioned whether the ministry’s claim of “no leniency” amounted to covering up and concealing the truth, and asked whether Zheng Mingqian had any sense of shame.
Facts
A Liu-surnamed prosecutor at the Taipei District Prosecutors Office was caught using a Category 2 narcotic in February this year.
After an investigation by the New Taipei District Prosecutors Office, the Liu-surnamed prosecutor was granted deferred prosecution for 1 year and 6 months.
Taiwan People’s Party Chairman Huang Kuo-chang criticized Justice Minister Zheng Mingqian and asked whether he had any sense of shame.
The prosecutor under investigation continued exercising prosecutorial authority and handling cases after being caught in February.
On October 13, the New Taipei District Prosecutors Office asked the Prosecutor Evaluation Committee to conduct an individual case review.
A bag containing methamphetamine residue was found in the Liu-surnamed prosecutor’s backpack, and a urine test came back positive.
Has Musk’s “Terafab” come calling? Wei Che-chia confirms talks for the first time and draws a line: The chip plant must be Taiwanese
Published ・ Source Taiwan | 風傳媒
台積電 Chairman Wei Che-chia confirmed that discussions on cooperation are underway with Musk’s Terafab, and that the company is evaluating an expansion in Texas. Wei drew a line, stressing that any chip plant must be operated by 台積電. No plans have been finalized yet.
Facts
台積電 Chairman Wei Che-chia confirmed that the company has sent a team to Texas to assess expansion opportunities and is in discussions with Terafab about cooperation.
Wei Che-chia stressed that regardless of the cooperation structure, the chip plant must be operated by 台積電.
Musk previously confirmed that the two sides had been in contact, but stressed that Terafab would be built and operated by his companies, with 台積電 possibly leasing only part of the facility.
After a comprehensive assessment, 台積電 concluded that AI demand still far exceeds supply and is going all out to expand capacity and narrow the gap.
台積電 is seeking expansion opportunities outside Arizona, with Texas among the options under consideration.
New Taipei’s Eight Waves Pakelang road race takes off in style on 10/17; limited 100-dollar New Taipei Coin coupons on offer, with cultural activities and a market to enjoy
Published ・ Source Taiwan | 風傳媒
新北市體育總會 will hold the 11th Eight Waves Pakelang road race at Erchong Floodway Sports Park on 10/17, combining Indigenous cultural activities and a market. To promote New Taipei Coin, participants who download the app and complete tasks can receive a 100-dollar coupon. The event aims to promote sports and cultural exchange.
Facts
The 11th New Taipei City Eight Waves Pakelang Urban Hunting Road Race will be held on October 17 at Erchong Floodway Sports Park.
Anyone with a membership in the “My New Taipei City APP” who completes the specified tasks can claim a New Taipei Coin coupon worth 100 dollars for participating businesses.
Original新北幣優惠券每人限領1次，限量19萬張，領完為止。
The event will feature five interactive Indigenous cultural stations, including a head-top skills challenge and Pacific-style net casting.
The 3-kilometer Young Warriors category is popular with families and school groups, and is often used by schools for outdoor education activities.
“Pakelang八個浪” means “gathering, celebration” and carries the cultural significance of sharing joy and strengthening bonds.
Can even 台積電’s earnings conference save Taiwan stocks? Foreign selling and futures short positions hit records as Taiwan index futures continue to plunge overnight
Typhoon update / This year’s No. 29 typhoon, “Champi,” forms! 4,000 kilometers from Taiwan; weather agency reveals the day it could turn
Published ・ Source Taiwan | 風傳媒
The Central Weather Administration announced the formation of this year’s No. 29 typhoon, “Champi.” It is currently over waters east of Guam, more than 4,000 kilometers from Taiwan. The storm is moving west and may not turn for another 5 days. It could strengthen, but its specific impact on Taiwan remains to be seen.
Facts
This year’s No. 29 typhoon, Champi, strengthened into a mild typhoon at 2 p.m. on the 15th.
Typhoon Champi remains more than 4,000 kilometers east-southeast of Taiwan.
Original薔琵中心位於北緯11.0度、東經158.6度，中心氣壓998百帕。
Champi’s maximum sustained winds near the center are 18 meters per second, and it is moving west at 24 kilometers per hour.
Champi is not expected to make a clear turn for at least 5 days.
〈Taiwan dollar〉Stocks and currency hit together again! FX market sees a massive US$9.1 billion in trading as the currency slumps nearly 2 jiao to close at 32.265
Published ・ Source Taiwan | 鉅亨網
On the 15th, heavy foreign investor outflows hit Taipei’s foreign exchange market, sending the Taiwan dollar down sharply to 32.265. Trading volume reached a record US$9.115 billion. Taiwan stocks also fell 3.41%, while foreign and mainland Chinese investors recorded net sales of more than 300 billion yuan, signaling heightened risk aversion.
Facts
Stocks and the currency both fell in Taipei’s foreign exchange market on the 15th. The Taiwan dollar closed at 32.265 against the U.S. dollar, down 1.92 jiao.
Total trading volume in today’s foreign exchange market was US$9.115 billion, breaking the record for the highest single-day volume.
Foreign and mainland Chinese investors recorded net sales of more than 300 billion yuan today, the main reason for the Taiwan dollar’s sharp decline.
The Taiwan Stock Exchange weighted index closed at 46,969.87, down 1,655.96 points, or 3.41%.
The three major institutional investors recorded combined net sales of 370.076 billion yuan today, including 302.555 billion yuan in net sales by foreign and mainland Chinese investors.
The combined profits of 13 listed financial holding companies reached 631.881 billion yuan in the first 9 months of 2026, up nearly 46% year over year and a record for the period. Although profits in September alone fell 38.5% month over month due to a surge in U.S. Treasury yields, leading firms including 富邦金 and 國泰金 posted strong cumulative results, while 台新新光金 and 元大金 more than doubled their cumulative profits.
Facts
The combined after-tax net profit of 13 listed financial holding companies totaled 631.881 billion yuan in the first 9 months of 2026, up 45.99% year over year.
The 13 financial holding companies recorded combined after-tax net profit of 52.974 billion yuan in September 2026, down 38.5% month over month.
富邦金控 recorded cumulative after-tax net profit of 127.22 billion yuan in the first 9 months of 2026, the highest among financial holding companies.
台新新光金控’s cumulative after-tax net profit rose 146.43% year over year in the first 9 months of 2026.
玉山金控 completed its acquisition of 三商美邦人壽 in September 2026.
Defying Trump’s call for an “energy ceasefire,” Zelensky resumes attacks on Russian refineries
Published ・ Source Taiwan | 鉅亨網
Displeased with Trump’s call for an energy ceasefire and a U.S.-Russia diesel deal, Zelensky ordered attacks on Russian refineries to resume. He also accused Elon Musk of cutting satellite signals and undermining Ukraine’s military capability, drawing a strong backlash from European and U.S. allies.
Facts
Zelensky announced the end of a 3-day pause and ordered attacks on Russian refineries to resume.
Zelensky accused Trump and Musk of cutting satellite signals and weakening Ukraine’s defensive capability.
Ukrainian dollar bond prices fell to their lowest level since last spring.
Musk called on Zelensky to step down in a post on social media platform X.
Dutch Prime Minister Rob Jetten denounced Trump's diesel deal as “absurd.”
外資 launches massive sell-off, dumping a record NT$302.5 billion and sharply cutting holdings in 台積電 and actively managed ETFs
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged 3.41% on the 15th amid U.S. CPI data exceeding expectations and concerns over AI financing risks. 外資 recorded net sales of NT$302.555 billion in a single day, a record high, and sold 台積電 and other large-cap stocks for 7 consecutive days. The three major institutional investors together recorded net sales of NT$370.076 billion, also a record for the largest net selling in history.
Facts
外資 recorded net sales of NT$302.555 billion today, a record for its largest single-day net selling.
Taiwan stocks plunged 1,655.96 points, or 3.41%, to close at 46,969.87 today.
外資 sold a net 34,000 shares of 台積電 today, marking its 7th consecutive trading day of net selling.
自營商 recorded net sales of NT$95.824 billion today, a record for its largest single-day net selling.
The three major institutional investors together recorded net sales of NT$370.076 billion today, the largest single-day net selling on record.
UBS does not rule out leaving Switzerland if necessary; even industry peers fear the impact on the country’s economy
Published ・ Source Taiwan | 鉅亨網
瑞銀集團 is considering leaving Switzerland as a contingency plan in response to the Swiss government’s proposal to raise capital requirements from 60% to 100%, requiring an additional US$20 billion in capital. Although management favors staying in Switzerland through negotiations, industry peers warn that such a move would seriously affect the Swiss economy.
Facts
瑞銀集團 is drawing up contingency plans and does not rule out moving its headquarters out of Switzerland if Swiss regulators raise capital requirements.
The Swiss government plans to require the CET1 coverage ratio of UBS’s overseas subsidiaries to rise from 60% to 100%.
UBS would need to raise up to an additional US$20 billion in CET1 capital as a result of higher capital requirements.
UBS’s potential contingency options include acquiring a U.S. financial institution and relocating to the United States, merging with a European rival, or being sold to a major U.S. bank.
UBS Chief Executive Sergio Ermotti believes that staying in Switzerland is best for the country’s economy and shareholders.
【Stocks with Heavy Trading and Strong Gains】Taiwan stocks suffer a thousand-point rout! Who can turn things around after the panic selling?
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged more than a thousand points amid U.S. inflation data and concerns over AI financing risks, with the three major institutional investors recording net sales of more than NT$370 billion. However, 台積電 posted record-high Q3 earnings, while ASML raised its outlook, indicating that actual AI demand remains intact and the broader market structure is still stable.
Facts
The weighted index fell 1,655.96 points to close at 46,969.87 today, with trading value of NT$1.31977 trillion.
The three major institutional investors together recorded net sales of NT$370.076 billion today, with 外資 selling for 7 consecutive days and 自營商 for 6 consecutive days.
The U.S. consumer price index (CPI) rose 3.7% year over year in September, up from 3.4% in August and above market expectations of 3.6%.
玉晶光’s board approved bringing in 3M as a strategic investor and plans to issue 553.44 lots of common shares through a private placement, for a subscription amount of about NT$4.812 billion.
Taiwan stocks were hit by international interest rates and concerns over AI valuations today, with the index plunging more than 1,800 points and 外資 recording record net sales. Despite strong export data, short-term pressure from position unwinding is heavy. Analysts advise investors to stay rational and wait to see whether the quarterly moving average provides support before investing.
Facts
Taiwan stocks fell 1,655 points today to close at 46,969.
Foreign and mainland Chinese investors recorded net sales of about NT$302.555 billion, a record high for a single day.
Taiwan’s exports reached US$87.22 billion in September, up 60.9% year over year.
The three major institutional investors together recorded net sales of about NT$370.076 billion.
Investment trusts recorded net purchases of NT$28.303 billion today.
Trading value rose to about NT$1.3311 trillion.
自營商 recorded net sales of about NT$95.824 billion.
The index has fallen below the monthly moving average, with short-term technical indicators weakening.
Could the memory supercycle reverse in 2029? Korean media: South Korea’s economy may face a test in 2030
Published ・ Source Taiwan | 鉅亨網
South Korea’s semiconductor industry is thriving on the AI boom, but the economy’s heavy reliance on a single industry poses risks. Korean media warn that the memory supercycle could reverse after 2029 as the United States expands production and China catches up technologically. South Korea needs to prepare for an industrial transformation before 2030.
Facts
The strong performance of South Korea’s semiconductor industry is having a profound impact on domestic economic indicators. 三星電子 has a market capitalization of 1,500 trillion won, while SK海力士 has a market capitalization of 1,000 trillion won.
South Korea’s exports are expected to exceed US$1 trillion this year, with semiconductors accounting for 48%, potentially making the country the world’s fourth-largest exporter.
Gartner forecasts that the global semiconductor market will reach US$1.55 trillion this year, with memory accounting for more than half of the market on the back of AI.
Experts believe the market will remain in a safe phase through 2028, but after 2029, production expansions by countries around the world will increase supply and push the market into a fiercely competitive red ocean.
The technology gap between China’s 長鑫存儲 and South Korean companies has reportedly narrowed to 1 to 2 years.
South Korea’s related tax revenue is expected to increase by more than 100 trillion won next year, while its current account surplus is forecast to exceed US$400 billion.
正文 and Starman form US$45 million joint venture to establish U.S. optical transceiver manufacturing, with production to begin in as little as half a year
Published ・ Source Taiwan | 鉅亨網
正文科技 and Starman New Photonics announced a US$45 million joint venture to establish an advanced optical transceiver manufacturing plant in New Jersey, initially focusing on 800G and 1.6T products to serve AI data center demand, with mass production expected within half a year.
Facts
正文 (4906-TW) and Starman New Photonics, a company under Starman Holdings, announced a strategic partnership.
Initially, 正文科技 is expected to invest US$15 million and Starman New Photonics US$30 million.
The joint venture will manufacture advanced optical transceivers in the United States.
Starman Optical, Inc., a Starman subsidiary with silicon photonics technology, has signed a definitive merger agreement with GoPro.
The joint venture plant is expected to begin mass production in as little as half a year.
Companies mentioned：正文、正文科技、Starman Holdings、Starman New Photonics、Starman Optical, Inc.、GoPro, Inc.
經濟部 Minister 龔明鑫 outlined the Alaska natural gas investment plan, under which 中油 expects to invest US$4.4 billion to reduce geopolitical risks in the Middle East and strengthen energy supply resilience.
Facts
中油 has clearly stated that it expects to invest US$4.4 billion in the Alaska natural gas project.
The United States accounted for about 10% of Taiwan’s natural gas purchases last year, and that share has gradually risen to about 20% this year.
Transporting natural gas from Alaska is expected to take about 10 days, making it one of the shortest and relatively safest options among the sources.
Spot natural gas prices are currently high, at US$27 per unit, and signing long-term contracts can help hedge against risk.
The exact price and schedule for the Alaska project are expected to be announced around 2030 at the earliest.
New Year’s holiday airfares rise more than 15%; 5 of the 10 most popular travel cities are in Japan
Published ・ Source Taiwan | 鉅亨網
易遊網 released data on travel for the 2027 New Year holiday, showing that airfares rose 15% while bookings increased 10%. Japan accounted for half of the 10 most popular destinations, with Okinawa and Busan performing strongly. Bookings for long-haul destinations rose 20% due to the holiday period.
Facts
Airfares for the 2027 New Year holiday rose more than 15%, but ticket bookings increased 10% from the same period last year.
Japan claimed 5 of the 10 most popular destinations for the 2027 New Year holiday.
Okinawa rose from 5th place last year to 2nd among New Year holiday destinations, with bookings up more than 40% year over year.
Air ticket bookings to secondary and tertiary Japanese cities such as Hakodate, Kobe, Komatsu (Kanazawa), and Aomori doubled.
Bookings for long-haul destinations rose 20% year over year, benefiting from the New Year holiday period, which allows travelers to take 10 days off by using 4 days of leave.
Memory and semiconductor stocks plunge—is the AI tide turning? 鉅亨買基金 outlines 3 key reasons and urges diversification to help weather volatility
Published ・ Source Taiwan | 鉅亨網
鉅亨買基金 analyzed the recent sharp correction in memory and semiconductor stocks, saying it was an adjustment targeting specific sectors rather than a broad-based decline. It advised investors to capitalize on the long-term AI trend and strengthen their portfolios’ resilience by diversifying across funds tracking Taiwan and U.S. broad-market and technology stocks.
Facts
鉅亨買基金 said the recent stock market correction was concentrated in memory and semiconductor stocks, reflecting a reassessment of the technology sector’s earnings outlook and stock valuations.
China’s major memory chipmaker 長鑫存儲(CXMT) announced progress on its next-generation DRAM technology and plans to launch server memory products, stoking concerns about increased supply and price competition.
Memory stocks fell 15.8% from Oct. 6 to 14, while the Philadelphia Semiconductor Index dropped 11.6%. The S&P 500 fell just 1.3%, and Taiwan stocks declined 3.6%.
Falling memory prices could lower the costs of building and procuring AI equipment, accelerating the adoption of related technologies.
Taiwan plays an important role in the supply chains for AI servers, electronics assembly and computer hardware.
Foreign investment rose 119% to more than US$19.2 billion in the first 3 quarters, aided by semiconductor and offshore wind power projects; Micron accounted for nearly half.
Foreign investment in Taiwan totaled US$19.225826 billion in the first 3 quarters of this year, up 119.04% year on year.
Singapore’s Micron Semiconductor Asia Pte. Ltd. injected about US$9.4 billion into Micron Taiwan.
Outbound investment totaled US$66.506794 billion in the first 3 quarters, up 104.13% year on year.
台積電 injected a total of US$50 billion into its overseas subsidiaries in the first 3 quarters.
Investment by mainland Chinese companies in Taiwan fell 91.57% from the same period last year in the first 3 quarters.
Original丹麥商ORSTED WIND POWER TW HOLDING A/S貸款投資沃旭西北大彰化控股約12億美元
南亞科 injected a total of US$3.5 billion into British Virgin Islands-registered NANYA TECHNOLOGY INTERNATIONAL, LTD.
Companies mentioned：經濟部投審司、Micron Semiconductor Asia Pte. Ltd.、台灣美光記憶體股份有限公司、ORSTED WIND POWER TW HOLDING A/S、沃旭西北大彰化控股股份有限公司、MIT HAI LONG WIND POWER B.V.、玉山能源股份有限公司、台積電、TSMC GLOBAL LTD.、TSMC ARIZONA CORPORATION、南亞科、NANYA TECHNOLOGY INTERNATIONAL, LTD.、廣達、QUANTA MANUFACTURING INCORPORATION
〈毅嘉 earnings call〉【毅嘉 earnings call AI summary】2026/10/15
Published ・ Source Taiwan | 鉅亨網
毅嘉科技 held an earnings call on 2026/10/15, announcing its Q3 results and plans for new AI businesses. Revenue in the first 3 quarters rose 17% year on year, but earnings were affected by foreign exchange losses and the costs of a new plant. The company is focusing on AI optical communications and thermal management, expects AI to account for 40% of revenue next year, and is accelerating capacity expansion in Malaysia.
Facts
毅嘉科技 reported consolidated revenue of NT$3.417 billion in the third quarter of 2026, a slight increase from the second quarter.
毅嘉科技 estimates that AI-related revenue will account for about 40% of its total revenue in 2027.
毅嘉科技 expects capital expenditure of about NT$1.5 billion next year, including about NT$1 billion to NT$1.2 billion for its Malaysia plant.
毅嘉科技 expects the share of overseas production to increase in 2028. The share produced at its China plants will decline, but output will not be cut.
毅嘉科技 expects its mSAP substrate to enter mass production in the third quarter of next year, with an initial utilization rate of about 30% and a gross margin estimated at around 40%.
毅嘉(2402-TW) held an earnings call and estimated that AI-related revenue will rise sharply from about 6% this year to about 40% next year, with optical communications accounting for about 38%. Its optical communications mSAP substrate is expected to enter mass production in the third quarter of next year, while its component assembly products completed customer certification this quarter and have begun ramping up.
Facts
毅嘉(2402-TW) held an earnings call today and estimated that AI-related revenue will rise from about 6% this year to about 40% next year.
Optical communications accounts for about 38% of revenue, while the automotive segment’s share is expected to fall from 62% this year to below 50%.
The mSAP substrate production line in Malaysia has been completed and is expected to enter mass production in the third quarter of next year, with an initial utilization rate of about 30%.
毅嘉 invested in thermal-management enclosure maker 傑華精密 this year, taking a 46.25% stake.
The Malaysia plant currently has 3 component assembly lines. The number will increase to 8 to 12 next year and reach 24 in 2028.
Capital expenditure next year is expected to be about NT$1.5 billion, including NT$1 billion to NT$1.2 billion in Malaysia and about NT$300 million for thermal management.
The target timeline for overseas production has been brought forward from 2030 to 2028.
Component costs account for about 80% or more of the total; actual revenue will still depend on shortages of MLCCs, DSPs and circuit boards.
〈毅嘉 earnings call〉Q3 EPS at NT$0.33, down quarter on quarter and year on year; initial costs at new Malaysia plant weigh on earnings
Published ・ Source Taiwan | 鉅亨網
毅嘉(2402-TW) reported Q3 results, with EPS of NT$0.33. Earnings declined due to costs at its new plant and exchange-rate effects. Chief Financial Officer Huang Yen-hsiang said gross margin could approach 20% once mSAP substrates enter mass production in Q3 next year, and the company is optimistic about earnings growth next year.
Facts
毅嘉 reported third-quarter revenue of NT$3.42 billion, up 18.3% year on year.
毅嘉 reported third-quarter net income after tax of NT$100 million and EPS of NT$0.33.
毅嘉 reported revenue of NT$9.5 billion in the first 3 quarters, up 17% year on year.
毅嘉’s third-quarter gross margin was 14.3%, down 4.4 percentage points year on year.
毅嘉’s CEO said the company will add circuit board processing and thermal-management enclosures next year to improve its gross margin.
Energy shock for the 2nd time in four years! EU urgently convenes special summit today to discuss response; expert warns of a “1 scenario” that could leave countries with no options
Published ・ Source Taiwan | 鉅亨網
EU leaders will meet for a special summit in Brussels on the 15th to address soaring energy prices and a stockpile crisis caused by the U.S.-Iran conflict. With import costs surging by more than €100 billion and policy options narrowing, countries are deeply divided over short-term relief and long-term emissions reforms, making coordination extremely difficult.
Facts
Since the outbreak of the U.S.-Iran war, Europe’s fossil fuel import bill has risen by more than €100 billion.
European natural gas stocks have fallen to historic lows, with less than a month to go before the winter heating season.
Elise Viadere, a researcher at the Centre for European Reform, said Europe has faced an energy shock for the 2nd time in four years, but public debt and borrowing costs are higher this time.
After the 2022 Russia-Ukraine war, the effective tax rate on windfall profits at energy companies reached 33%.
The EU had planned to extend its Emissions Trading System (ETS) to heating and road transport in 2028.
國泰金 earned more than NT$100 billion in the first 9 months; impact on retained earnings topped NT$220 billion, a record high
Published ・ Source Taiwan | 鉅亨網
國泰金控 posted net income after tax of NT$105.36 billion in the first 9 months of 2026. Including FVOCI gains and losses, the impact on retained earnings reached a record NT$223.7 billion. Major subsidiaries, including 國泰人壽 and 國泰世華銀行, posted record earnings for the same period or full year, demonstrating strong operational momentum.
Facts
國泰金控 posted net income after tax of NT$105.36 billion and EPS of NT$6.94 in the first 9 months of 2026.
國泰金控’s impact on retained earnings reached NT$223.7 billion in the first 9 months, a record high.
國泰世華銀行 posted net income after tax of NT$39.17 billion in the first 9 months, up 13% year on year.
國泰證券 posted net income after tax of NT$6.96 billion in the first 9 months, up 127% year on year and exceeding its full-year earnings for 2025.
國泰投信 posted net income after tax of NT$2.89 billion in the first 9 months, up 42% year on year, with total assets under management of NT$3.6 trillion.
國泰人壽 has recorded more than NT$110 billion in realized after-tax gains from FVOCI stocks year to date.
台積電 reported record revenue and profit for Q3 2026, surpassing market expectations. Benefiting from strong AI demand and robust demand for advanced-process technology, the company sharply raised its full-year revenue growth forecast to 44% and continued to expand its global production capacity footprint.
Facts
台積電’s consolidated revenue for Q3 2026 was NT$1.49424 trillion, up 17.6% quarter over quarter and 50.9% year over year.
台積電’s after-tax net profit for Q3 2026 was NT$763.06 billion, while earnings per share (EPS) hit a quarterly record of NT$29.43.
台積電’s gross margin for Q3 2026 was 66.4%, down 130 basis points from the previous quarter, mainly due to margin dilution as 2-nanometer technology began mass production.
台積電 raised its full-year 2026 revenue growth forecast in U.S. dollars to about 44%, marking its third upward revision this year.
台積電’s capital expenditure in Q3 2026 was NT$443 billion (US$13.8 billion), with full-year capital expenditure expected to range from US$60 billion to US$64 billion.
台積電’s high-performance computing (HPC) platform accounted for 68% of revenue in Q3 2026, up 22% from the previous quarter.
台積電’s 2-nanometer process share of wafer sales rose from 3% in Q2 to 8% in Q3.
Trump weighs using the “Mother of All Bombs” against Iran! U.S. military may target energy and nuclear facilities
Published ・ Source Taiwan | 鉅亨網
The U.S. military has drawn up a new plan for strikes against Iran, including the “Mother of All Bombs” (MOAB) as an option, with targets encompassing energy and nuclear facilities. Although Trump said he would not use force before the midterm elections, an adviser admitted the pledge might not hold, and the diplomatic stalemate has kept military options in the spotlight.
Facts
The U.S. Department of Defense has asked U.S. Central Command to complete preparations for resuming large-scale military operations against Iran within days.
The MOAB is a GPS-guided bomb weighing 21,600 pounds, with a blast radius equivalent to 9 city blocks.
A plan to strike Iran’s nuclear facility “Pickaxe Mountain” explicitly includes the option of using the MOAB.
Trump’s national security team has held a closed-door meeting lasting several hours at Camp David to discuss whether to resume large-scale military operations against Iran.
In 2017, Trump authorized the U.S. military to use the MOAB against an underground ISIS complex in Afghanistan, killing 36 militants.
The military operation could begin before the U.S. midterm elections or before Israel’s parliamentary elections in late October.
The MOAB is an airburst weapon developed during the Iraq War. It is designed to detonate before impact, spreading the force of the explosion in all directions.
Forging a new path through digital transformation: Zhu Xiaojing leads 沃爾瑪中國 into a new era of omnichannel retail
Published ・ Source Taiwan | 鉅亨網
Under new CEO Zhu Xiaojing, 沃爾瑪中國 is undergoing a strategic transformation. Net sales reached US$7 billion in Q2 of fiscal 2027, while e-commerce’s share rose to 55%.
Facts
沃爾瑪中國’s net sales reached US$7 billion in the second quarter of fiscal 2027, up 20.7% year over year.
E-commerce sales rose to 55% of total sales at 沃爾瑪中國.
山姆會員店 currently contributes about 80% of 沃爾瑪中國’s revenue.
Original沃爾瑪中國山姆會員店付費會員數突破 1,070 萬人。
Zhu Xiaojing is the first head of 沃爾瑪’s China operations to address its global investor meeting.
〈台積電法說〉No ceiling for profit, Terafab talks underway, A14 goes beyond 2-nanometer: 10 key takeaways at a glance
Published ・ Source Taiwan | 鉅亨網
台積電 held an earnings call on the 15th, reporting a record Q3 EPS of NT$29.43 and U.S.-dollar revenue up 16.2% quarter over quarter, above guidance. Q4 revenue is forecast to rise 14% quarter over quarter, while the full-year growth forecast was raised for the third time, to about 44%. AI demand is strong, 3-nanometer capacity continues to expand, and discussions are underway with Terafab on a partnership in Texas.
Facts
台積電’s consolidated revenue for Q3 was NT$1.49424 trillion, after-tax net profit was NT$763.06 billion, and earnings per share were NT$29.43, up 68.7% year over year.
Q3 revenue in U.S. dollars was US$46.72 billion, up 16.2% quarter over quarter and exceeding the upper end of guidance of US$45.8 billion.
Q3 gross margin was 66.4% and operating margin was 58.7%. The 2-nanometer share of wafer sales rose from 3% to 8%, while 7-nanometer and more advanced processes combined accounted for 79%.
台積電 forecasts Q4 revenue of US$52.3 billion to US$54.3 billion. At the midpoint, this represents a 14% increase quarter over quarter and a 58% rise year over year. Gross margin is forecast at 65% to 67%, and operating margin at 56.5% to 58.5%.
The full-year revenue growth forecast in U.S. dollars was raised to about 44%, marking the third upward revision this year.
The forecast compound annual growth rate for AI accelerator revenue from 2024 to 2029 is in the mid-to-high 50% range, and the chairman believes it “could be higher.”
A new 3-nanometer fab at a science park in Taiwan will begin production in the first half of 2027. Another 3-nanometer fab is planned, with mass production expected to start in the first half of 2028.
台積電 maintained its 2026 capital budget at US$60 billion to US$64 billion, and expects capital expenditure from 2026 to 2028 to increase more significantly than in the previous 3 years.
〈台積電法說〉魏哲家: AI accelerator demand shows no signs of slowing; compound growth through 2029 could be higher
Published ・ Source Taiwan | 鉅亨網
台積電 Chairman 魏哲家 said at the earnings call that AI demand remains strong with no signs of slowing, and AI accelerator revenue growth could exceed forecasts. The company is expanding capacity to meet demand that exceeds supply and confirmed rising demand for CPUs used in agentic AI.
Facts
台積電 Chairman 魏哲家 said AI demand remains very strong, with no signs of slowing at present.
台積電’s assessment is that AI demand still exceeds supply, with a sizable shortfall.
台積電 previously forecast a compound annual growth rate in the mid-to-high 50% range for AI accelerator revenue from 2024 to 2029.
Recent AI applications are shifting from chatbots to AI assistants, while open-source models are also being widely adopted.
Demand for CPUs and networking chips used in agentic AI is also continuing to rise.
台積電 now sends its own teams to check construction progress and power supply at data centers in the United States.
富邦金’s retained earnings impact for the first 9 months reached NT$250 billion, or NT$17.56 per share, surpassing full-year profit in previous years
Published ・ Source Taiwan | 鉅亨網
富邦金控 reported cumulative after-tax net profit of NT$127.22 billion for the first 9 months of 2026, with after-tax earnings per share of NT$8.8. Including after-tax disposal gains on FVOCI equity instruments, the cumulative impact on retained earnings reached NT$249.96 billion, surpassing full-year profit in previous years. Its subsidiaries 富邦人壽, Taipei Fubon Bank, 富邦產險 and 富邦證券 all posted record profits or substantial growth.
Facts
富邦金控’s self-reported consolidated after-tax net profit for September 2026 was NT$6.96 billion, bringing its cumulative after-tax net profit for the first 9 months to NT$127.22 billion.
富邦金控’s cumulative impact on retained earnings for the first 9 months totaled NT$249.96 billion, or NT$17.56 per share, surpassing full-year profit in previous years.
Original台北富邦銀行2026年累計前9月稅後純益達372億元，較去年同期成長28%。
富邦證券’s cumulative after-tax net profit for the first 9 months of 2026 was NT$17.90 billion, up 135% from the same period last year.
富邦產險’s cumulative written premiums for the first 9 months of 2026 totaled NT$57.77 billion, up 9% from the same period last year.
富邦投信’s assets under management surpassed NT$1.6 trillion in September 2026, a record high.
富邦人壽’s cumulative impact on retained earnings for the first 9 months was NT$182.88 billion, setting a new high for the period.
Market Brief》Think the stock market is about to weaken? The broader market isn’t nearly as bad as you think!
Published ・ Source Taiwan | 鉅亨網
鉅亨買基金 said recent corrections in memory and semiconductor stocks were driven not by fundamentals but by Chinese companies’ technological progress, concerns about the returns on AI capital expenditure, and inflation and interest-rate factors. It recommended diversifying through its “配置常勝軍” portfolio to navigate volatility.
Facts
From Oct. 6 to 14, memory stocks fell 15.8% and the Philadelphia Semiconductor Index fell 11.6%, while declines in the S&P 500, Nasdaq Composite and Taiwan Weighted Index were relatively limited.
Chinese memory giant 長鑫存儲 (CXMT) announced progress in next-generation DRAM technology and plans to launch server memory products, prompting market concerns about increased supply.
The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September, above market expectations, renewing concerns that the Federal Reserve may raise interest rates further.
鉅亨買基金 adjusted its “配置常勝軍” portfolio in Q4, diversifying investments across the Taiwan stock market, the U.S. stock market and U.S. technology stocks.
Lower memory prices could reduce the cost of building and procuring AI equipment, potentially accelerating AI’s expansion from large data centers to mainstream businesses and consumer products.
Revenue Flash - 元大金 (2885) September revenue of NT$14.928 billion, up 67.25% year over year
Published ・ Source Taiwan | 鉅亨網
元大金 (2885) reported revenue of NT$14.928 billion for September 2026，up 67.25% year on year；cumulative revenue for the first nine months exceeded NT$100 billion，more than doubling year on year。Institutional investors were net buyers of more than sixty thousand lots over the past five days，signaling confidence in its long-term growth momentum，although monthly revenue declined due to the comparison base。
Facts
元大金 reported revenue of NT$14.928 billion for September 2026，up 67.25% year on year。
元大金's cumulative revenue for January-September this year was NT$153.674 billion，up 105.17% year on year。
The three major institutional investors recorded combined net purchases of 63,858 lots over the past 5 days。
元大金 operates in the financial and insurance industry，with financial holding company operations as its main business。
元大金's latest share price was NT$72.7，up 3.14% over the past 5 days。
〈Hong Kong Stocks at Close〉Hang Seng Index Falls 1.03% in Choppy Trading；Tech and AI Hardware Shares Tumble，Mainland Banks Buck the Trend
Published ・ Source Taiwan | 鉅亨網
Hong Kong stocks broadly weakened on Thursday，with the Hang Seng Index falling 1.03% as tech shares tumbled and mainland bank stocks bucked the trend。華泰證券 recommended watching server and liquid-cooling sectors with strong earnings visibility，while China Securities Construction Investment Securities sees long-term potential in the commercialization of AI drug development。
Facts
The Hang Seng Index fell 1.03% to close at 24,062.72 on Thursday。
The Hang Seng Tech Index plunged 2.72% to 4,060.99 on Thursday。
聯想集團 shares plunged 14.54%。
農業銀行 shares rose more than 3%。
華泰證券 recommended watching servers，liquid cooling and PCB stocks with strong visibility in third-quarter earnings reports。
China Securities Construction Investment Securities expects the global AI drug development market to potentially exceed US$46 billion by 2035。
〈台積電 Earnings Call〉A14 Process Draws More Interest Than 2-Nanometer；Wei Zhejia：More Customers Engaged，It Will Be a Larger Node
Published ・ Source Taiwan | 鉅亨網
At its earnings call on the 15th，台積電 Chairman Wei Zhejia said the A14 process had attracted more customers than the 2-nanometer process and was expected to become a larger node。On the complexity of the new node and the timeline for adopting High-NA EUV，Wei said 台積電 was well prepared and focused on technology maturity and costs，and was confident it would maintain its leading position。
Facts
台積電 Chairman Wei Zhejia said it had engaged with more customers for its next-generation A14 process than for 2-nanometer，and expected A14 to be a larger node than 2-nanometer。
When planning capacity，台積電 takes into account the in-house capacity of integrated device manufacturers and fabless companies，and treats all customers equally。
台積電 said it was ramping up production of both small chips for smartphones and large chips for AI accelerators，calling this a strength that was producing very good results。
台積電 plans to begin using High-NA EUV equipment in 2030 and expects to establish 12-inch reticles by 2031。
When evaluating equipment，台積電 requires that it offer the best technology when introduced into mass production，at a reasonable cost；maturity is the most important factor。
〈台積電 Earnings Call〉Capital Spending to Rise Significantly in 2026-2028；Nearly 20 Wafer Fabs Underway Worldwide
Published ・ Source Taiwan | 鉅亨網
台積電 said at its earnings call that capital spending would rise significantly in 2026-2028，with nearly 20 wafer fabs underway worldwide。To meet AI demand，it is adding two 3-nanometer fabs in Tainan，while construction of its US and Japan facilities is ahead of schedule，underscoring an aggressive expansion strategy。
Facts
台積電's capital spending from 2026 to 2028 will increase significantly compared with the previous three years。
台積電's capital spending this year will be between US$60 billion and US$64 billion。
Nearly 20 wafer fabs worldwide are proceeding as planned。
The new 3-nanometer fab in Tainan Science Park is expected to begin mass production in the first half of 2027。
台積電 has decided to add another 3-nanometer fab in Tainan，with mass production expected to begin in the first half of 2028。
台積電's second fab in Arizona，US，is expected to begin mass production in the third quarter of 2027。
台積電's second fab in Japan will use 3-nanometer technology and is expected to begin mass production in 2028。
〈台積電 Earnings Call〉Partnering with 格羅方德 to Produce Silicon Interposers；Wei Zhejia：Some Back-End Capacity Shortages
Published ・ Source Taiwan | 鉅亨網
At its earnings call on the 15th，台積電 Chairman Wei Zhejia responded to a partnership with 格羅方德 to produce silicon interposers，acknowledging that back-end capacity was indeed tight。He said the company would work with global partners to provide sufficient capacity to help customers bring products to market。
Facts
Wei Zhejia said the partnership with 格羅方德 to produce silicon interposers was part of the company's overall strategy，and acknowledged that back-end capacity was somewhat tight。
格羅方德 announced on October 8 that it had signed an agreement with 台積電 for a 5-year term，worth about US$2 billion。
格羅方德 will produce silicon interposers required for CoWoS advanced packaging in New York State，with expanded mass production expected in the first half of 2028。
台積電 is already mass-producing advanced packaging at 5 times reticle size with excellent yields，and is advancing toward 9 times reticle size on its way to 14 times reticle size。
台積電 is developing CoPoS technology，aiming to offer customers reasonable cost reductions in the future。
台積電 is the only company capable of mass-producing advanced packaging at 5 times reticle size。
Wei Zhejia said he was willing to serve as a backup for customers if competitors' packaging solutions could not be delivered smoothly。
台積電 said at its July earnings call that advanced packaging remained in severe undersupply。
Tax Changes and Immigration Enforcement Hit Hard！Trump Declares ‘The American Dream Is Back’，but US Media Finds Hunger and Anger in Arizona
Published ・ Source Taiwan | 鉅亨網
US media reported that Arizona residents were struggling with soaring prices and reduced food assistance amid Trump's tax changes and tighter SNAP rules。Demand at food banks has surged，while voters on the ground are disappointed and angry about the state of the economy。
Facts
After Arizona implemented new SNAP rules，about 500,000 people lost eligibility for food stamps。
From the new rules' effective date through January this year，the number of monthly SNAP recipients nationwide fell by more than 8%。
The Arizona food bank network's average monthly number of people served rose from more than 620,000 to more than 780,000。
A pro-immigration group reported that lettuce prices had risen 32.1%。
Arizona's unemployment rate rose from 3.8% in August 2024 to 4.9% this August。
The new SNAP rules require people under 65 without major health limitations to document at least 80 hours of work each month。
The benefits of Brannon，a disabled veteran，were cut to just US$60 per month。
Trump received about 66% of the vote in Yavapai County in 2024。
〈Mainland China Stocks at Close〉Narrow Afternoon Trading Range；Three Major Indexes Fall
Published ・ Source Taiwan | 鉅亨網
China's three major A-share indexes all fell on the 15th，with the Shanghai Composite recovering after dipping below 3,700 points as the country's five largest banks stepped in to support the market。Trading value increased as market capital repositioned，and experts expect possible policy and earnings surprises in the fourth quarter。
Facts
China's three major A-share indexes all opened lower on Thursday (the 15th)，with the Shanghai Composite falling below the 3,700-point level。
The Shanghai Composite fell 1.59% to close at 3,707.48 on Thursday。
Original兩市成交額為人民幣1.6330兆元，較前一交易日增加2,186億元。
Yang Chao，chief strategy analyst at 銀河證券，said that trading in existing stocks did not mean the rally was completely over，as investors were beginning to make structural choices。
Yang Chao said the fourth quarter could bring three major surprises：policy implementation，improved corporate earnings，and liquidity tools in reserve。
〈台積電 Earnings Call〉Confirms Texas Fab Plans and Talks with Terafab；Wei Zhejia：Fabs Must Be Operated by 台積電
Published ・ Source Taiwan | 鉅亨網
台積電 confirmed at its earnings call that it was evaluating a fab in Texas and in talks with customer Terafab，emphasizing that it would retain operational control。The second Arizona fab is ahead of schedule，with mass production expected in Q3 2027。As US fabs ramp up，gross margin dilution will widen to 3-4%，and the company will work to improve costs。
Facts
台積電 Chairman Wei Zhejia confirmed that a team had been sent to Texas to evaluate a fab site。
台積電 discussed using local capacity with a customer building a Terafab wafer fab，but stressed that the facility must be operated by 台積電。
台積電's second Arizona fab is expected to begin mass production in the third quarter of 2027，slightly ahead of the original schedule。
台積電 has raised its total investment in Arizona，US，to US$265 billion。
台積電 CFO Huang Ren-chao said the impact of overseas fabs on gross margin would widen to 3 to four percentage points over the next few years。
Micron's New Fab Opening Ceremony；Lai Ching-te：Hopes to Join Forces with Taiwanese Companies to Build Next-Generation AI Products
Published ・ Source Taiwan | 鉅亨網
台灣美光’s Taichung Advanced Packaging and Testing Plant 2 opened on Jan. 15, 2026, with President Lai Ching-te in attendance, who praised 台灣美光’s cumulative investment of more than NT$1.6 trillion. The new plant will strengthen high-bandwidth memory packaging and testing capabilities, with hopes of working with Taiwanese companies to build next-generation AI products.
Facts
台灣美光’s Taichung Advanced Packaging and Testing Plant 2 officially opened on Jan. 15, 2026.
Micron’s cumulative investment in Taiwan has exceeded NT$1.6 trillion.
Micron broke ground on its Taichung Advanced Packaging and Testing Plant 2 in September 2025, and completed it in just over 1 year.
Micron has received a grant under the Ministry of Economic Affairs’ latest A+ Industrial Innovation and R&D Program.
The government will extend the “Three Major Programs for Investing in Taiwan” through 2027.
Lai Ching-te met with Micron President Sanjay Mehrotra at the Presidential Office in January 2026.
玉山金’s first report card after its 三商壽 acquisition is out: earnings of NT$31.85 billion in the first 9 months, EPS hits a record NT$1.95
Published ・ Source Taiwan | 鉅亨網
玉山金控 announced its unaudited earnings for September 2026, its first report card since acquiring 三商美邦人壽. After-tax net profit for the first 9 months totaled NT$31.85 billion, with EPS at a record NT$1.95. Total assets reached NT$6.65 trillion, demonstrating strong growth momentum.
Facts
玉山金控’s cumulative after-tax net profit for the first 9 months reached NT$31.85 billion, with EPS of NT$1.95, a record high.
玉山金控’s total assets reached NT$6.65 trillion, while those of its core subsidiary 玉山銀行 rose to NT$5.04 trillion.
玉山銀行’s cumulative after-tax net profit for the first 9 months reached NT$27.95 billion, up 10.79% year over year.
玉山證券’s cumulative after-tax net profit for the first 9 months reached NT$4.043 billion, up a sharp 128% from the same period last year.
三商人壽’s first-year premiums (FYP) for the first 9 months reached NT$43.1 billion, up 66.23% year over year.
玉山金控 completed its acquisition of 三商美邦人壽 on Sept. 1.
From mining to a trillion-dollar AI computing powerhouse, Nscale catches Jensen Huang’s eye and races toward a $35 billion IPO
Published ・ Source Taiwan | 鉅亨網
London-based AI cloud computing provider Nscale has filed an S-1 prospectus for a planned New York Stock Exchange listing, seeking to raise $3 billion at a valuation of $35 billion. Backed by major customers including 微軟 and Anthropic, the company has seen revenue surge but losses widen, raising liquidity concerns.
Facts
Nscale has filed an S-1 prospectus with the U.S. SEC and is expected to list on the NYSE under the ticker symbol NSCL.
Nscale plans to raise up to $3 billion, with the market estimating a maximum valuation of $35 billion.
Nscale’s active and signed total contract value (TCV) stands at as much as $103.4 billion.
Nscale and 微軟 signed a computing capacity supply agreement worth $43.8 billion, running through 2033.
Nscale signed a GPU services contract with Anthropic worth between $44.6 billion and $45 billion.
Nscale reported revenue of $140.6 million in the first half of 2026, while its net loss widened to $1.02 billion.
輝達 holds more than 5% of Nscale’s shares and has provided more than $2 billion in cumulative capital support.
Is the massive sell-off a shakeout or a dash for the exits? With a historic turnover of shares held by short-term investors, institutions are targeting “these five asset classes” to snap up bargains!
Published ・ Source Taiwan | 鉅亨網
U.S. CPI exceeding expectations sparked risk-off selling in Taiwan stocks, with the broader market breaking below its neckline on heavy volume. Analyst Chih-lin recommends focusing on five core areas, including semiconductors and heavy electrical equipment, and building positions in stages after valuations are corrected.
Facts
The latest U.S. CPI and core CPI both came in above market expectations, triggering a global risk-off mood.
Taiwan stocks plunged 1,655.96 points at the close to 46,969.87, with turnover swelling to about NT$1.32 trillion.
Taiwan stocks suffered two heavy-volume sell-offs this week, officially breaking below the key 48,600-point neckline and the monthly moving average.
台積電 closed at NT$2,440, while heavyweight electronics stocks including 聯發科 and 台達電 also came under pressure.
Margin balances in Taiwan stocks have climbed to historically high levels, leaving short-term positions underwater.
華航 expands carbon offset platform partnerships as new points-earning system for emissions reductions takes effect
Published ・ Source Taiwan | 鉅亨網
華航 (2610-TW) announced a new points-rewards system for its Lite Travel membership program. Members can earn points by offsetting carbon emissions from eco-friendly trips, and receive discounts on website ticket purchases after accumulating 8 points. The initiative aims to expand partnerships for its carbon offset platform and advance its ESG sustainability goals.
Facts
華航 announced a new points-rewards system for its Lite Travel membership program. Starting today, China Airlines members can earn Lite Travel points after offsetting carbon emissions from an Eco Travel trip.
Accumulate 8 points by taking part in other challenges to receive exclusive discounts on ticket purchases through the official website.
華航 has partnered with UK-based specialist organization Climate Impact Partners to launch a voluntary carbon offset service for travelers.
華航 is taking part for the fifth time this year in the SkyTeam Aviation Challenge organized by 天合聯盟.
華航 is moving toward its 2050 net-zero emissions goal.
晶技’s pretax earnings per share for January-September 2026 were NT$6.12.
Quartz crystal oscillator revenue from server, optical communications and optical module applications has risen to 14-15% of 晶技’s total, with shipments scheduled through 2027.
Automotive products accounted for 26% of 晶技’s revenue in 2025 and are forecast to rise to 28% in 2026, making them its largest revenue source.
AI accounted for 16% of 晶技’s revenue, up from 11% last year; combined with automotive, the share reached 44%.
Biotech stocks on Oct. 15, 2026: 全福生技 posted the biggest gain at 5.02%, followed by 共信-KY and 視陽. Among decliners, 金萬林-創 led losses with a 7.77% drop, followed by 睿生光電 and 基米-創.
10/15 Biotech Stock Update - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
10/15 biotech stock news, covering major announcements by companies including 仁新, 安特羅, 育世博-KY and 朗齊生醫, as well as stocks that rose or fell that day and net buying and selling by institutional investors.
朗齊生醫 (6876) internal audit supervisor 楊珮琦 resigns - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
朗齊生醫 (6876) announced that internal audit supervisor 楊珮琦 resigned on 115/10/15, with the resignation taking effect on 115/11/02. The audit deputy will perform the duties until a new supervisor takes office; a further announcement will be made after the board appoints a successor.
和迅 (6986) repurchased 1044 lots on 10/15 at an average price of NT$44.00 - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
和迅 (6986) repurchased 1044 lots of treasury shares on 10/15 at an average price of NT$44.00, bringing its cumulative shareholding to 2% of total issued shares.
Facts
Number of shares repurchased in this buyback: 1,044,000
Total amount paid for shares repurchased in this buyback (NT$): 45,931,880
Percentage of total issued shares of the company (%): 2.00
育世博-KY (6976) subsidiary's ADC drug candidate ACE723 receives TFDA approval to conduct Phase 1 clinical trial - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
育世博-KY (6976) announced that a Phase 1 clinical trial of ACE723, an ADC drug candidate developed by its subsidiary 育世博生物科技股份有限公司, has received approval from Taiwan's TFDA to proceed. The drug is intended to treat unresectable or metastatic hepatocellular carcinoma (HCC).
泰合生技 (6467) IPO over-allotment of 319 lots, equivalent to 5% of the public offering - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
泰合生技 (6467) announced details of the over-allotment for its initial public offering: 319,000 shares, equivalent to 5% of the publicly underwritten shares, for proceeds of NT$33,686,400.
益安生醫's minimally invasive treatment device for enlarged prostate sees first commercial use in the United States - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
益安生醫 announced that its minimally invasive treatment device for enlarged prostate, Urocross, has completed its first commercial clinical use at Westlake Medical Center in Texas, marking its official entry into the commercialization phase. The product received FDA 510(k) marketing clearance in March 2026, and clinical data show that it can effectively improve patients' symptoms while offering the advantage of being minimally invasive.