China plans export controls on 12 key solar technologies; analysts say Beijing wants to preserve its monopoly
Published ・ Source Taiwan | 風傳媒
China’s Ministry of Commerce announced export controls on 12 key solar technologies, covering silicon wafer and cell manufacturing. Analysts say Beijing aims to maintain its market monopoly, potentially affecting domestic production plans by US companies such as 特斯拉.
Facts
China’s Ministry of Commerce announced export controls on 12 key technologies used to manufacture solar equipment.
The controlled technologies include those used to manufacture certain thin silicon wafers, perovskite and tandem solar cells, as well as technology for large-scale fluidized-bed polysilicon production.
China said the export controls were prompted by the increasingly widespread use of solar technology in sensitive fields such as aerospace and defense.
The public comment period will run through November 15.
Analysts said that after China imposes export controls, plans by US companies such as 特斯拉 to build domestic solar production capacity could be affected.
Shen Po-yang took out a 2 million loan to run for mayor? Chen Pei-chi slams “billions, if not more” in ads across the city and urges prosecutors to investigate the money trail: apply the same detention standard as for Ko Wen-je
Published ・ Source Taiwan | 風傳媒
Chen Pei-chi, wife of former Taiwan People’s Party Chairman Ko Wen-je, publicly questioned the asset disclosure of Democratic Progressive Party Taipei mayoral candidate Shen Po-yang, saying his deposits totaled just over 三 million while he had massive advertising expenses. She called on prosecutors to investigate under the offense of misappropriation of public funds and handle the case by the same standard used to detain Ko Wen-je.
Facts
Original沈伯洋與妻子存款合計315萬7921元，並向銀行申辦200萬元信用貸款。
Chen Pei-chi called on prosecutors to handle Shen Po-yang with the same detention-level penalty as Ko Wen-je if they cannot find detailed records of the spending.
Chen Pei-chi alleged that donations spent directly without being deposited into the campaign headquarters’ account constituted the offense of “misappropriation of public funds.”
Beyond seniors, KMT camp again proposes waiving National Health Insurance premiums for children aged 0 to 6; Shih Chung-liang says contributions should reflect ability to pay
Published ・ Source Taiwan | 風傳媒
The Kuomintang and Taiwan People’s Party pushed amendments to the Senior Citizens Welfare Act, and a waiver of National Health Insurance premiums for people aged 65 and older has passed its third reading. Health and Welfare Minister Shih Chung-liang stressed that the principle of National Health Insurance is “contributions based on ability to pay,” opposing the use of a single tax rate to set subsidy thresholds. He also said extending the waiver to children aged 0-6 would jeopardize the system’s sustainability and that the government should prioritize those who are genuinely disadvantaged.
Facts
Amendments to Article 22 of the Senior Citizens Welfare Act, jointly advanced by the KMT and TPP, have passed their third reading, stipulating that the central government will fully subsidize National Health Insurance premiums for people aged 65 and older who meet the income criteria.
Shih Chung-liang confirmed that after the amendment, the Senior Citizens Welfare Act provides only for National Health Insurance premium subsidies; the original subsidies for National Health Insurance copayments and non-covered medical care were removed.
The government’s annual long-term care budget has grown from NT$5 billion in 2015 to NT$110 billion today.
The government has proposed a new population policy strategy for children, raising the growth allowance to 5000 yuan per month.
萬年清 (6624): Announces that 萬年清股份有限公司 will exercise its redemption right for its first domestic secured convertible corporate bond (abbreviated as 萬年清一, code: 66241), and that over-the-counter trading will end on 115年12月10日, along with related matters.
Published ・ Source Taiwan | 公開資訊觀測站
萬年清 announced that it will exercise its redemption right for its first domestic secured convertible corporate bond, with over-the-counter trading to end on 115年12月10日.
豊漁 (7847): Corrects the iXBRL filing information in the company’s consolidated financial report for the second quarter of 115
Published ・ Source Taiwan | 公開資訊觀測站
豊漁股份有限公司 corrected the iXBRL filing information in its consolidated financial report for the second quarter of 115, involving adjustments to the amounts of endorsements and guarantees for others and intercompany transaction amounts, with no impact on profit or loss or net worth.
豊漁 (7847): Corrects the filing information for disclosures in the schedules to the company’s consolidated financial report for the second quarter of 115
Published ・ Source Taiwan | 公開資訊觀測站
豊漁股份有限公司 corrected disclosures in the schedules to its consolidated financial report for the second quarter of 115, adjusting endorsement and guarantee balances and purchase and sales amounts with related parties, with no impact on profit or loss or net worth.
明遠精密 (7704): Announces that the board resolved to appoint former Chairman 寇崇善 as honorary chairman
Published ・ Source Taiwan | 公開資訊觀測站
明遠精密 (7704) announced that its board resolved to appoint founder 寇崇善 as honorary chairman to pass on management experience and provide strategic advice.
明遠精密 (7704): Announces changes to the company’s Sustainability Development Committee following the end of its term
Published ・ Source Taiwan | 公開資訊觀測站
明遠精密 (7704) announced changes to its Sustainability Development Committee following the end of its term. New members include Chairman 洪本原, General Manager 焦元煜 and Chief Engineering Officer 潘彥儒.
Facts
Date of change: 115/10/19
Original term (e.g., xx/xx/xx ~ xx/xx/xx): 114/08/07~115/10/31
明遠精密 (7704): Announces changes to the company’s Compensation Committee following the end of its term
Published ・ Source Taiwan | 公開資訊觀測站
明遠精密 (7704) announced changes to its Compensation Committee following the end of its term. Outgoing member 劉子猛 has departed; new members 林育民 and 陳新 have joined, while 任秀妍 and 潘正芬 will continue serving.
Facts
Date of change: 115/10/19
Original term (e.g., xx/xx/xx ~ xx/xx/xx): 112/11/1~115/10/31
明遠精密 (7704): Announces changes to the company’s Audit Committee following the end of its term
Published ・ Source Taiwan | 公開資訊觀測站
明遠精密 (7704) announced changes to its Audit Committee following the end of its term. Outgoing member 劉子猛 has departed, and new independent director 林育民’s appointment took effect on 115/10/19.
Facts
Date of change: 115/10/19
Original term (e.g., xx/xx/xx ~ xx/xx/xx): 112/11/1~115/10/31
明遠精密 (7704): Announces that the company’s first extraordinary shareholders’ meeting of 115 approved lifting restrictions on competition by new directors (including independent directors) and their representatives
Published ・ Source Taiwan | 公開資訊觀測站
明遠精密 announced that its first extraordinary shareholders’ meeting of 115 approved lifting restrictions on competition by new directors and their representatives. The matter involves representatives of 正英投資 and 日揚科技, and the company disclosed 洪本原’s position as chairman in mainland China.
湧德 (3689): On behalf of its subsidiary 越南湧德電子有限公司, announces that a loan of funds has reached the threshold stipulated in Paragraph 1, Subparagraph 2 of Article 22 of the Regulations Governing the Loaning of Funds and Making of Endorsements/Guarantees
Yude (3689): The Company, on behalf of its subsidiary 越南湧德電子有限公司, announces that its loans to others have reached the threshold under Article 22, Paragraph 1, Subparagraph 1 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees.
綠河-KY (8444): Announcement on behalf of subsidiary Green River Wood & Lumber Manufacturing (Thailand) Co., Ltd. pursuant to Article 第二十二, Paragraph 第一項, Subparagraph 第三款 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies
Published ・ Source Taiwan | 公開資訊觀測站
Original綠河-KY公告其代子公司Green River Wood & Lumber Manufacturing (Thailand) Co., Ltd.對TDIC South Co., Ltd.提供資金貸與，金額為14,592仟元，用於營運資金需求。
Facts
100% ownership
85%-owned subsidiary
Limit (thousand): 35,360
Amount of new loans extended this time (thousand): 14,592
Capital (thousand): 175,104
Accumulated profit or loss (thousand): -69,427
2.00%
Outstanding loan balance (thousand): 3,400,005
Ratio: 2,331.96
Companies mentioned：綠河-KY、Green River Wood & Lumber Manufacturing (Thailand) Co., Ltd.、TDIC South Co., Ltd.
由田 (3455): The company's securities have repeatedly met the criteria for announcing trading information in recent days; related information is hereby announced to help investors understand the situation
碩禾 (3691): Announcement of matters related to the record date for subscription to the company's 115 cash capital increase (supplemental announcement of offering price, collection and deposit institutions)
Published ・ Source Taiwan | 公開資訊觀測站
碩禾 (3691) announced matters related to its 115 cash capital increase, including an offering price of NT$80 per share, a total amount of NT$100 million and 10,000,000 shares. The proceeds will be used to repay bank loans and strengthen working capital.
廣寰科 (3287): The company's securities have recently met the criteria for announcing attention-trading information multiple times; relevant information is therefore announced to help investors make informed distinctions.
Published ・ Source Taiwan | 公開資訊觀測站
廣寰科 (3287) announced that its securities recently met the criteria for attention-trading information multiple times, and disclosed substantial growth in revenue and profit for September 115. Net profit attributable to owners of the parent rose 370.85% year over year, mainly due to gains on financial assets measured at fair value through profit or loss.
Facts
Operating revenue (NT$ million) 117.85
Profit before tax (NT$ million) 58.83
Net profit attributable to owners of the parent (NT$ million) 57.35
Earnings per share (NT$) 1.30
“Gains on financial assets (liabilities) measured at fair value through profit or loss” NT$70.73 million
和暢科技 (6825): Announcement of the underwriting price for new shares issued in the company's cash capital increase before its initial listing on the Taiwan Stock Exchange
Published ・ Source Taiwan | 公開資訊觀測站
和暢科技 announced an underwriting price of NT$22.81 per share for new shares issued in its cash capital increase before its initial listing, with 5,246,000 shares to be issued.
Facts
5,246,000 common shares
Par value of NT$10 per share
Total of NT$52,460,000
Minimum underwriting price of NT$20 per share
Weighted average price of NT$22.81
Public subscription underwriting price of NT$22.81 per share
前源 (3601): Announcement that the company's board resolved to convene its first extraordinary shareholders' meeting in 115
Published ・ Source Taiwan | 公開資訊觀測站
前源 (3601) announced that its board resolved to convene its first extraordinary shareholders' meeting on Dec. 1, 115. The main agenda includes the election and by-election of directors and the lifting of restrictions on competition.
前源 (3601): Announcement of the record date for subscription to new shares issued in the company's 115 cash capital increase and related matters
Published ・ Source Taiwan | 公開資訊觀測站
前源 (3601) announced matters related to the issuance of new shares in its 115 cash capital increase, including the subscription record date, offering price and use of proceeds.
旭品 (3325): The company was invited to participate in an online investor conference hosted by 統一證券
Published ・ Source Taiwan | 公開資訊觀測站
旭品 (3325) announced that it was invited to participate in an online investor conference hosted by 統一證券 on Oct. 20, 115, to discuss the company's industry and operating conditions.
福邦證 (6026): The board meeting to review the financial report for the third quarter of 115 is scheduled for Oct. 27, 115
Published ・ Source Taiwan | 公開資訊觀測站
福邦證 (6026) announced that the board meeting to review its financial report for the third quarter of 115 is scheduled for Oct. 27, 115. The meeting notice will be issued on Oct. 19.
福邦證 (6026): Resignation of the company's individual director
Published ・ Source Taiwan | 公開資訊觀測站
福邦證 (6026) announced that individual director 黃顯華 resigned on Oct. 19, 115, with the resignation taking effect on Nov. 1, 115. Although 黃顯華 resigned as a director, he remains a major shareholder of the company.
太景*-KY (4157): Correction to the announcement that the company's Vietnamese partner submitted an application for marketing authorization (NDA) for oral capsules and intravenous infusion of 太捷信 (nemonoxacin), a new drug, and that the application was formally accepted by the 越南藥品管理局 (DAV). (Correction to the name of the partner company in item 5)
Published ・ Source Taiwan | 公開資訊觀測站
太景*-KY announced that its Vietnamese partner Fideschem Inc. submitted an application for marketing authorization (NDA) for the new drug 太捷信 (nemonoxacin) to the 越南藥品管理局 (DAV) through Newsun Pharmaceutical JSC, and that the application was formally accepted.
大甲 (2221): The company's securities have recently met the criteria for announcing attention-trading information multiple times; relevant information is therefore announced to help investors make informed distinctions
Published ・ Source Taiwan | 公開資訊觀測站
大甲 (2221) announced that its securities recently met the criteria for attention-trading information multiple times, and disclosed financial and operating data for September 115, the second quarter, and the cumulative total for the most recent four quarters.
Facts
Operating revenue (NT$ million) 188
Pre-tax net profit (millions of dollars) 37
Net profit attributable to owners of the parent (NT$ million) 30
Earnings per share (NT$) 0.72
Operating revenue (NT$ million) 435
Profit before tax (NT$ million) 62
Net profit attributable to owners of the parent (million yuan) 50
Earnings per share (NT$) 1.17
Operating revenue (NT$ million) 1,493
Profit before tax (NT$ million) 164
Net profit attributable to owners of the parent (NT$ million): 128
滿心(2916): Company statement on receiving a consumer report of a suspected personal data leak
Published ・ Source Taiwan | 公開資訊觀測站
滿心(2916) announced that it received a consumer report of a suspected personal data leak caused by an automated attack on the database of an outsourced service platform. The company has activated its response mechanism, reported the incident to law enforcement authorities and stepped up anti-fraud awareness efforts. There is currently no material impact on its finances or operations.
弘帆(8433): Correction of certain information in the company’s 115 Q1 and Q2 iXBRL consolidated financial reports
Published ・ Source Taiwan | 公開資訊觀測站
弘帆股份有限公司 announced a correction to information on the period-end balance of funds lent in its 115 Q1 and Q2 iXBRL consolidated financial reports, and has uploaded the corrected information to the Market Observation Post System.
亞信(3169): Announcement that the company’s 115 Q3 consolidated financial report was approved by the board of directors
Published ・ Source Taiwan | 公開資訊觀測站
亞信(3169) announced that its 115 Q3 consolidated financial report was approved by the board of directors on 115/10/19, covering the period from 115/01/01 to 115/09/30.
Facts
Operating revenue from Jan. 1 through the end of the current period (thousand yuan): 759,950
Gross profit (loss) from operations from Jan. 1 through the end of the current period (thousand yuan): 414,301
Operating profit (loss) from Jan. 1 through the end of the current period (thousand yuan): 205,316
Pre-tax net profit (loss) from Jan. 1 through the end of the current period (thousand yuan): 229,247
Net profit (loss) for the current period from Jan. 1 through the end of the current period (thousand yuan): 191,085
Basic earnings (loss) per share from Jan. 1 through the end of the period (NT$): 3.02
Total assets at period-end (thousand yuan): 2,064,721
Total liabilities at period-end (thousand yuan): 228,663
Equity attributable to owners of the parent at period-end (thousand yuan): 1,836,058
To improve water quality and strengthen supply stability, 台灣自來水公司 is conducting a network isolation survey and water meter maintenance, resulting in water outages in several boroughs of Xinwu District, Taoyuan City.
To improve water quality and strengthen supply stability, 台灣自來水公司 is conducting a network isolation survey and water meter maintenance, resulting in water outages in some boroughs of Xinwu and Yangmei districts, Taoyuan City.
To improve water quality and strengthen supply stability, 台灣自來水公司 is conducting a network isolation survey and water meter maintenance, resulting in water outages in some boroughs of Xinwu and Yangmei districts, Taoyuan City.
To comprehensively improve water quality and strengthen supply stability, 台灣自來水公司 is conducting a network isolation survey and water meter maintenance, resulting in water outages in some boroughs of Yangmei District, Taoyuan City, and Dongxing Village, Hukou Township, Hsinchu County.
Water service will be suspended in Xishi and Xinshu villages, Yongkang District, Tainan City, while crews repair a damaged pipe in front of No. 13, Lane 7, Alley 174, Xishi Road.
台灣自來水公司 is carrying out a water outage and construction work in several boroughs of Qidu District, Keelung City, and Xizhi District, New Taipei City, to replace a water pipe crossing Baizhangkeng Creek.
台灣自來水公司’s Second District Management Office is carrying out road seepage repairs in Yangmei District, resulting in water outages in some areas of Hukou Township and Xinpu Township, Hsinchu County.
台灣自來水公司 issued a water outage alert for Shuiyuan and Gongjing villages in Miaoli City, Miaoli County. It is effective from 15:53 on October 19, 2026, until 04:00 on October 20, 2026.
台灣自來水公司 issued a water outage notice due to road seepage repair work in Yangmei District, affecting several boroughs in Yangmei District, Taoyuan City, and Chang'an Village, Hukou Township, Hsinchu County. It is effective from 11:48 to 17:00 on October 19, 2026.
To improve the reliability of water supplies and reduce the risk of pipeline leaks, 台灣自來水公司 will replace pipelines in Daya District, Taichung City, resulting in a water outage in Zhongyi Village.
台灣自來水公司 issued a water outage alert for Shengli Village in Miaoli City due to emergency pipeline repairs. It is effective from 14:43 to 17:00 on October 19, 2026.
台灣自來水公司 issued a water outage notice for several villages in Puli Township, Nantou County, for phased testing during a leak investigation in Dacheng Community. It is effective from 14:32 on October 19, 2026, until 18:00 on October 20, 2026.
台灣自來水公司 will suspend water service in some areas of Sandimen and Gaoshu townships in Pingtung County and Liugui District, Kaohsiung City, for pipeline replacement work in Xinfeng Village, Gaoshu Township.
High-temperature information (Taoyuan City, New Taipei City, Taichung City)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued high-temperature information, saying some areas of New Taipei City, Taoyuan City and Taichung City are expected to reach the yellow alert level around noon on October 19, 2026. It advised people to reduce outdoor activities and take precautions against the sun and stay hydrated.
台灣自來水公司 issued an update on water outages in some villages in Shanhua District, Tainan City. Emergency pipeline repairs are affecting Xiaoxin, Wenchang, Guangwen and Zuojia villages. The outage is in effect from 2026年10月19日08:57 to 17:00.
台灣自來水公司 issued an update on water outages in Tanzi District, Taichung City. Emergency repairs to a broken pipe are affecting Jialin and Tanbei villages. The outage is in effect from 2026年10月19日14:21 to 17:00.
Facts
No. 17-3, Lane 140, Section 2, Ren'ai Road, Tanzi District
台灣自來水公司 is carrying out emergency repairs to a pipeline at Gangziwei in Anding District, Tainan City, affecting Wenkeli, Anjia, Gangkou and Gangwei villages. The water outage is scheduled from 2026年10月19日14:28 to 17:00.
台灣自來水公司 issued an update on water outages after roadwork to address water seepage in Yangmei District, affecting several villages in Yangmei District, Taoyuan City, and Chang'an Village in Hukou Township, Hsinchu County. The outage is in effect from 2026年10月19日11:48 to 17:00.
台灣自來水公司 is replacing pipelines in several villages in Nantun District, Taichung City, to improve the stability of water supplies and reduce the risk of leaks. The work is expected to affect water services in areas including Yongding and Tianxin villages.
台灣自來水公司 issued a water outage notice for Yangmei District, Taoyuan City. A pipe rupture and repair work are affecting Zhongshan and Yangming villages. The outage is in effect from 2026年10月19日08:26 to 17:00.
台灣自來水公司 issued an update on a water outage in Weixin Village, Yong'an District, Kaohsiung City, caused by emergency repairs to a broken pipe. The outage runs from 2026年10月19日13:51 to 18:00.
台灣自來水公司 is carrying out water outage work in Gangxi Village, Kouhu Township, Yunlin County, for a pipeline replacement project along Zhongzheng Road and other areas.
台灣自來水公司 issued a water outage alert for multiple areas of Kaohsiung City due to emergency repairs to pipeline equipment at the intersection of Section 2, Qijia Road and Futian Street.
台灣自來水公司 issued a water outage alert for several villages in Guanxi Township, Hsinchu County, due to emergency repairs to a 100PVCP pipe. Affected areas include Shanglin, Datong and Ren'an villages. The outage is in effect from 2026年10月19日13:34 to 16:30.
台灣自來水公司 is carrying out emergency repairs after a road leak in front of No. 36, Huangye, causing water outages in some villages in Taimali Township, Taitung County.
台灣自來水公司 is replacing an aging pipeline that leaked in front of 中華電信, causing water outages in some villages in Fengshan District, Kaohsiung City, from 2026年10月19日 to 20日.
Emergency repairs are needed for a leak in a 125mm PVCP pipe in front of No. 66, Minzhi Road. Xiulin Village in Xiulin Township, Hualien County, will have a water outage.
台灣自來水公司 issued a water outage alert for Xinsheng Village in Xinwu District, Taoyuan City. A pipe rupture and repair work are affecting the area beside No. 529, Sanmin Road.
Multiple supply shocks threaten to intensify global food inflation and prolong it through 2027
Published ・ Source Taiwan | 鉅亨網
Geopolitical conflicts and extreme weather are squeezing global food supplies, while the FAO Food Price Index has hit a new high. Experts warn that food inflation could worsen and persist through 2027, putting consumers in many countries under severe financial strain.
Facts
The UN Food and Agriculture Organization (FAO) Food Price Index rose to 136 points in September, its highest level since November 2022.
World Bank data show that food inflation exceeded overall inflation in 22% of the 150 countries analyzed.
The Red Sea security crisis has forced ships to reroute around Africa, driving up freight costs on major routes by about 50%.
The US-Israeli war with Iran has pushed up fuel prices, helping drive wheat prices up more than 30% in 2026.
El Niño brought India its weakest monsoon in more than a decade, sharply reducing production of sugar, onions and pulses.
The price of white rice in Indonesia has also hit a record high.
A senior economist at the International Grains Council (IGC) warned that prices face significant upside risks if production falls in wheat-exporting countries such as Australia and Argentina.
A drastic move amid dire conditions! German media: 福斯 plans to “freeze” salaries for its 600,000 employees worldwide through 2030
Published ・ Source Taiwan | 鉅亨網
German media report that 福斯集團 has approved a “2030 Future Plan” to freeze salaries for its 600,000 employees worldwide through 2030 and expand job cuts to 100,000 to reduce costs in response to a difficult business environment.
Facts
福斯集團 plans to suspend pay raises worldwide through 2030.
福斯集團 plans to cut 100,000 jobs worldwide.
福斯集團 will reduce its global production capacity from 12 million vehicles to 9 million.
福斯集團 will close multiple factories, including 4 in Germany.
The 130,000 employees in Germany covered by the company-wide collective bargaining agreement have agreed to defer a scheduled 5.5% pay raise.
福斯集團 is under pressure as rapidly growing Chinese domestic new-energy brands eat into its market share.
China's new-home prices continue to fall: smaller cities hit bottom as recovery remains elusive amid extreme divergence
Published ・ Source Taiwan | 鉅亨網
New-home prices in China continued to fall in September, with an extreme divergence between stabilization in first-tier cities and bottoming out in smaller cities. The central bank has introduced mortgage subsidy policies, and experts expect the housing market to bottom out within the next 1 to 2 years, although the broader economic recovery remains under pressure.
Facts
China's new-home prices fell 0.1% month on month and 2.8% year on year in September.
China's housing market has been in a slump for 33 consecutive months.
Resale home prices in first-tier cities have risen for 7 consecutive months since February.
The central bank introduced a mortgage interest subsidy for homes priced up to 1.5 million yuan.
China's housing market has now undergone 20 quarters of adjustment.
〈Real Estate〉Major shift in Taichung's top destinations for movers: coastal Wuqi heats up and overtakes Beitun
Published ・ Source Taiwan | 鉅亨網
Cooling demand in Taichung's housing market drove net population inflows in the first half of the year down to 3891. With affordable home prices and infrastructure advantages, coastal Wuqi District topped the list with a net inflow of 1708, surpassing Beitun District and showing that homebuyers are shifting toward lower-cost areas.
Facts
Taichung City recorded a net population inflow of just 3891 in the first half of the year, sharply down from 11,407 in the same period last year.
Wuqing District recorded net in-migration of 1708 people in the first half of the year, surpassing Beitun District to rank first citywide.
Beitun District's net in-migration fell to 1600 people in the first half of the year, placing it second citywide.
Original梧棲區預售房價坐穩2-3字頭，對年輕首購族具吸引力。
The launch of the 2.0 version of the house tax last year led to a sharp increase in demand for subdividing households and changing household registrations in the area.
綠茵 Expands Capacity at New Taichung Tanzih Plant by 3-5 Times, Aggressively Broadening Its Portfolio of Specialty International Ingredients
Published ・ Source Taiwan | 鉅亨網
綠茵生技 announced an investment of NT$1.7 billion to build a new plant in Tanzih, Taichung, which is expected to begin mass production in March 2027, expanding capacity by 3-5 times. It is also partnering with South Korea's RAWGA and Norway's Seagarden to introduce roselle extracts and PDRN ingredients, strengthening its portfolio of specialty international ingredients.
Facts
綠茵生技's new plant in Tanzih, Taichung, built with an investment of as much as NT$1.7 billion, is expected to begin mass production in March next year (2027).
綠茵's new plant will have 3-5 times the capacity of its existing production lines.
綠茵生技 signed a memorandum of strategic cooperation (MOU) with South Korea's RAWGA.
綠茵生技 introduced Norway's Seagarden cod milt extract (containing PDRN) as its exclusive agent in Taiwan.
綠茵生技's first-phase plan involves a total investment of NT$1.7 billion in plant construction and equipment purchases.
綠茵生技 acquired a 2064-ping plot of land and plans to build a combined factory and office building with 9 above-ground floors and one basement level.
A dedicated human clinical study of VC-H1® roselle-derived plant peptides has been published in the International Journal of Molecular Sciences.
AI Boom Helps Malaysia's September Exports Hit More Than 5-Year High
Published ・ Source Taiwan | 鉅亨網
Driven by the AI-fueled demand for semiconductors, Malaysia's September exports hit a 5-year high, rising 54.5% year on year to 215.1 billion ringgit, with exports of electrical and electronic products surging.
Facts
Malaysia's September exports reached 215.1 billion ringgit, up 54.5% year on year.
September exports of electrical and electronic products (E&E) rose 68% year on year to 6.92 billion ringgit.
Exports to Taiwan rose 175.2% year on year.
The trade surplus widened by about 65% to 33.7 billion ringgit in September.
Imports of intermediate goods surged 69.6% to 92.1 billion ringgit.
AI Stocks Plunge as CoreWeave Debt Concerns Mount; 鉅亨買基金: Single-Company Risk Does Not Signal an Industry Reversal
Published ・ Source Taiwan | 鉅亨網
鉅亨買基金 commented on the pullback in AI stocks and debt concerns surrounding CoreWeave, emphasizing that risks at a single company do not signal an industry reversal and urging investors to focus on long-term demand momentum rather than short-term panic.
Facts
AI stocks have recently slumped sharply, as the market worries that rising debt pressure on AI cloud computing provider CoreWeave (CRWV-US) could trigger a credit crisis in AI infrastructure.
鉅亨買基金 believes that the credit risk of an individual company does not mean the broader AI industry bubble has burst, and that there is currently insufficient evidence that end demand for AI has reversed.
Yields to maturity on some CoreWeave corporate bonds have risen from about 9.7% at issuance to 15% to 16%.
As of the second quarter of this year (2026), CoreWeave had about $104.2 billion in contract backlog.
Over the past decade, the main homebuying age group has generally been 30-40, but in Taipei City it has been 40-50; the share of homebuyers under 30 is also trending upward.
Between 2016 and 2025, the share of homebuyers aged 20-30 increased in six of the seven major metropolitan areas, with only Kaohsiung City seeing a slight decline.
In 2025, young people aged 20-30 accounted for 19% of homebuyers in Kaohsiung City, the highest share among the seven major cities.
Gold Has Rallied So Much—Is It Still a Buy? Central Banks Rush to Buy Gold as De-Dollarization Gathers Pace; What's Next for Gold ETFs?
Published ・ Source Taiwan | 鉅亨網
This article examines central bank gold buying and the de-dollarization trend behind gold's record highs, compares the features of ETFs such as GLD and IAU, and notes that AI infrastructure is driving demand for industrial metals, recommending that investors watch related mining ETFs.
Facts
Gold prices have repeatedly hit record highs in recent years, reflecting structural changes including continued gold buying by central banks worldwide and the trend toward de-dollarization.
GLD has advantages in liquidity and market size, while IAU and IAUM are more attractive in terms of expense ratios.
Gold-mining stock ETFs such as RING and GDX could amplify corporate earnings through the operating leverage created by rising gold prices, but volatility also increases.
AI data centers, power grid upgrades and the energy transition are jointly driving up demand for industrial metals such as copper and aluminum.
Mining ETFs such as PICK and XME are drawing attention as demand for industrial metals increases.
〈Stocks in Focus〉Strong AIDC Demand for Optical Communications; 聯亞 and 光環 Rebound Against the Market
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks fell more than 900 points on the 19th amid a steep drop in the U.S. semiconductor index, but a wave of AIDC high-speed transmission upgrades lifted optical communications stocks 聯亞, 光環 and 統新, which turned positive during the session. All three posted strong year-on-year revenue growth in September.
Facts
聯亞(3081-TW) posted September revenue of NT$540 million, up 4% month on month and 190% year on year, a record monthly high.
聯亞 achieved 109% of its third-quarter revenue target and signed a 4-year contract with a U.S. customer.
聯亞 secured supplies of indium phosphide (InP) substrates through long-term contracts with Japanese and U.S. suppliers.
光環(3234-TW) posted September revenue of NT$121 million, up 140.31% year on year.
光環 recorded third-quarter revenue of NT$326 million, up 65.98% quarter on quarter and 115.95% year on year.
光環's growth was mainly driven by increased contract manufacturing for CW lasers and orders for downstream indium phosphide (InP) processes.
統新(6426-TW) posted September revenue up 53% year on year.
Taiwan stocks were hit by a steep drop in the U.S. semiconductor index on the 19th, with the broader market briefly plunging more than 900 points; optical communications stocks 聯亞 and 光環 rose as much as 2.95% and 2.5%, respectively.
00735 simultaneously invests in the two major semiconductor supply chains in Taiwan and South Korea, covering foundry services, HBM memory, advanced packaging, electronic components and edge computing.
00735's performance in recent years has drawn market attention, but its top 3 holdings carry relatively high weightings, meaning share-price fluctuations will have a significant impact on the ETF's performance.
00735 is one of the few ETFs that offer exposure to leading technology companies in both Taiwan and South Korea, bringing it back into the spotlight amid the AI and semiconductor rally.
Compared with 00935, which invests only in Taiwanese technology stocks, or 009829, which is heavily concentrated in large South Korean companies, 00735's defining feature is its simultaneous exposure to the two major semiconductor supply chains in Taiwan and South Korea.
Financial analysts say the bond market is sending a warning to 輝達 shareholders, as surging bond yields at emerging cloud providers CoreWeave and Nebius fuel default concerns. The shift by hyperscalers such as 亞馬遜, Google and 微軟 toward developing their own chips, coupled with doubts over the collateral quality of 輝達's $500 billion in financing, could hurt 輝達's revenue and balance sheet.
Facts
Bond yields on those issued by 輝達-backed emerging cloud leader CoreWeave have surged, with yields on bonds due in 2032 reaching 15% and those due in 2031 topping 16%.
輝達 has made strategic investments of $2 billion each in CoreWeave and Nebius this year and has pledged to purchase all of CoreWeave's unsold cloud computing capacity through 2032.
亞馬遜 CEO Jassy said using its in-house Trainium chips could save the company tens of billions of dollars in capital expenditure each year.
微軟 announced plans to expand its use of its in-house Maia chips for AI inference workloads starting next year.
輝達 plans to provide financing support for up to $500 billion in AI infrastructure projects, but banks have raised objections over the residual value of GPUs used as collateral.
CoreWeave's management defended the company with a backlog of contracts worth up to $104 billion, saying it would be sufficient to meet its debt obligations.
Google Cloud said its custom TPP chips have a payback period of less than half the average time for conventional servers.
Will AI take over physics? Latest study shows GPT-6 Astra cracks 98% of the world's physics problems
Published ・ Source Taiwan | 鉅亨網
The TheoPhysEval benchmark designed by 哈佛 and 谷歌DeepMind found that OpenAI's GPT-6 Astra achieved 98% accuracy on theoretical physics problems, demonstrating AI's ability to approach the level of top doctoral students in scientific computing, but its lack of physical intuition limits its ability to handle inverse problems.
Facts
GPT-6 Astra achieved 98% accuracy on the TheoPhysEval benchmark.
The total cost of completing 50 physics problems was $116.
Gemini 3.8 Flash had an accuracy rate of just 68% when allowed to access the internet and write code.
An MIT study found that the problem-solving consistency rate of models from o1 to GPT-5.5 rose from 2.8% to 34.6% in offline tests.
Interest-rate effects spread as expected; bank stocks and the Russell 2000 fell first and have now stabilized
Published ・ Source Taiwan | 鉅亨網
The impact of interest rates has spread to bank stocks and the Russell 2000, which fell first but have now stabilized. Earnings reports from banks including 摩根大通 showed stable profits but narrowing interest margins, while the banking sector remained cautious about the economy and increased provisions for bad loans.
Facts
Bank stocks, the Russell 2000 and the Dow Jones plunged in September, reflecting the impact of persistently surging interest rates.
摩根大通's quarterly EPS fell short of expectations for the first time in 3 years, mainly because of rising related expenses and slower trading following the September market correction.
摩根大通's deposit costs rose 7 bps quarter over quarter this quarter, while NIM edged down.
富國銀行 and 花旗集團 raised their credit loss provisions this quarter.
All 3 major banks reported a decline in nonperforming loans, indicating that consumers and businesses can still make regular repayments.
摩根大通 expects 2026 NII of $106.2 billion, $700 million above expectations; its 2027 NII forecast is $107 billion, above expectations of $104.5 billion.
French protests erupt into violent unrest; more than 1,800 arrested as political camps trade accusations
Published ・ Source Taiwan | 鉅亨網
Protests in France, sparked by soaring prices and a lack of educational opportunities, have escalated into severe violent unrest, resulting in more than 1,800 arrests and losses of hundreds of millions of euros. President Macron strongly condemned the far left and criminals, as the political landscape fractured on the eve of the election. Unions plan to launch a nationwide general strike on Nov. 5.
Facts
Protests in France over the cost of living have escalated into severe violent unrest, with more than 1,800 people arrested across the country.
Limoges' city hall, which is 143 years old, was set ablaze and destroyed during the clashes.
The president of the French Retail Federation said 1,500 businesses across the country had been affected, with economic losses reaching hundreds of millions of euros.
French President Macron sternly warned looters that they must compensate for the damage and said those seeking to overthrow the republic would be held accountable.
France's 5 major unions have called for a nationwide general strike on Nov. 5.
〈Finance Committee questioning〉Taiwan stocks rocked by volatility and entering a bear market? 彭金隆: respect market mechanisms; no short-selling restrictions or similar measures for now
Published ・ Source Taiwan | 鉅亨網
Financial Supervisory Commission Chairman 彭金隆 told the Legislative Yuan's Finance Committee that the market mechanism should be respected and that no short-selling restrictions are planned for now because Taiwan's stock market is operating rationally. A public hearing on day-trading tax cuts is planned for the first half of next year.
Facts
Financial Supervisory Commission Chairman 彭金隆 said there are currently no plans to impose short-selling restrictions or bans, or other forms of intervention.
The day-trading tax cut will expire at the end of 2027, and the Financial Supervisory Commission will hold a public hearing.
Taiwan stocks have recently fallen 17% from their peak.
Individuals currently account for as much as 54.36% of day trading.
Financial Supervisory Commission Chairman 彭金隆 urged domestic banks to build up capital reserves in good times.
The market value of the National Pension Service's SK海力士 holdings fell by about 74.2 trillion won, the largest decline; its holdings in 三星電子 shrank by about 56.9 trillion won.
This was the first quarterly decline since the fourth quarter of 2024, marking a sharp reversal after record returns in the first half of the year.
After South Korea's benchmark Kospi index hit a record high on June 22, it plunged about 39% by Oct. 15.