44-year-old son brings wife and 3 children to visit his 70-year-old mother, thinking he is being filial! Mother suddenly says: Don't stay so long next time
Published ・ Source Taiwan | 風傳媒
Japanese media reported that a 44-year-old man took his whole family to visit his 70-year-old mother. The mother was under pressure from taking on heavy household chores for an extended period and eventually asked them to shorten their stays. After learning this, the son adjusted the visits, shortening the trips and reducing the burden on his mother, which improved their relationship.
Facts
During a visit home over the 2025 summer vacation, the 70-year-old mother looked exhausted from preparing meals and doing housework. On the last day of the visit, she asked her son to stay for just 1 night next time.
A 2023 survey by Japan's Cabinet Office found that 35.9% of respondents aged 65 and older said family members or acquaintances relied on them to handle household chores in their daily lives.
Kenta and his wife decided to shorten their visits home to 1 night and eat dinner out and buy prepared food to reduce the burden on his mother of preparing meals.
After the family returned home at the end of 2025 following the new arrangement, the mother called to say that this time had been much easier for her.
Signs of a cooling Tokyo housing market! Resales of central-city condos plunge 39%, inventory surges 65%; buyers should check this data before entering the market
Published ・ Source Taiwan | 風傳媒
東日本不動產流通機構（REINS） released data for September 2026 showing a cooling resale condominium market in the Tokyo metropolitan area, with sales down 22.7% year over year and inventory up 15.1%. Sales in the core 3 wards plunged 39.3%, while inventory surged 64.8%, reflecting a shift in the supply-demand structure.
Facts
There were 3,457 resale condominium transactions in the Tokyo metropolitan area in September 2026, down 22.7% year over year.
Resale condominium inventory in the metropolitan area rose 15.1% to 5萬450 units in September 2026.
Just 176 resale condominium units were sold in Tokyo's core 3 wards in September 2026, down 39.3% year over year.
In September 2026, the inventory of pre-owned apartments for sale in Tokyo’s 3 central wards rose 64.8% to 5537 units.
Original2026年9月首都圈中古公寓平均成交價為5111萬日圓，年減4.5%。
Original2026年9月新掛牌物件平均價格年增16.1%至6813萬日圓。
The average transaction price in Tokyo’s 3 central wards rose about 1.4% year on year to 1億3132萬 yen in September 2026.
Japan opens nationality field to “Taiwan”! Taiwanese residents in Japan no longer forced to list “China” on national qualification certificates
Published ・ Source Taiwan | 風傳媒
On October 1, the Japanese government completed a system change allowing Taiwanese people to enter “Taiwan” in the nationality field on national qualification certificates, replacing the previous practice of requiring them to list “China.” The change was advanced by the Japan-Taiwan Friendship Parliamentary Alliance to address issues of identity among Taiwanese people in Japan, benefiting about 2000 medical professionals and tens of thousands of Japanese people in Taiwan.
Facts
Starting October 1, the Japanese government is allowing Taiwanese people to enter “Taiwan” in the nationality field on national qualification certificates.
Of the 322 national qualifications identified in Japan, about 100 have a nationality field.
About 70,000 Taiwanese people across Japan had previously been registered as “China” on identity documents.
An estimated nearly 2000 medical professionals will benefit from this reform.
The new system expands the nationality field on qualification certificates to “nationality, etc.” or “nationality/region.”
The task force called for no application deadline to be set, ensuring people can request corrections at any time.
Japan-Taiwan Parliamentary Alliance chairman Keiji Furuya and Upper House member Hirofumi Takinami led efforts to advance the reform.
Yua Mikami’s “G-cup bust” nearly exposed? She reveals what really happened, shares visit to Yue Lao to pray for romance, and reveals “3 ideal types”
Published ・ Source Taiwan | 風傳媒
Former adult film actress Yua Mikami attended the opening of a new PEACH JOHN store on the 19th and addressed speculation that she had suffered a wardrobe malfunction while cheering on a team recently. She also shared that her visit to Taiwan to pray to Yue Lao for a relationship did not bring results, and revealed that her ideal man is gentle, considerate and handsome.
Facts
Mikami Yua attended the opening event for Japanese lingerie brand PEACH JOHN’s new store on the 19th as its Taiwan brand ambassador.
Mikami Yua clarified speculation that she suffered a wardrobe malfunction while cheering at a dance team event, saying she had taken precautions beforehand and that no actual exposure occurred.
A short video of Mikami Yua performing the “sidestep move” has surpassed 2 million views.
Mikami Yua revealed that she had once prayed to Yue Lao for a romantic match, but her wish has yet to come true.
Mikami Yua revealed that her ideal partner must meet 三 key criteria: kindness, thoughtfulness and good looks.
It took Mikami Yua only about 1 minute to film the “sidestep move” video.
The United States issued 26,483 immigrant visas in February 2026, about 49.6% fewer than the monthly average of 52,552 in 2023-2024.
Taiwan received 64 immigrant visas in February 2026, about 64.4% fewer than the monthly average of 180 in the previous 2 years.
Central Asia and Africa had the steepest declines in immigrant visas, down 99.1% and 88.6%, respectively.
Immigrant visa issuances to Canada and Mexico increased, together accounting for 29.5% of the global total that month.
The Trump administration’s expanded travel ban bars people from 39 countries from obtaining visas, while 52 countries are affected by the visa suspension order.
Cross-agency coordination to protect residents of all ages: Chiang Chi-chen promotes a smart safety network to build a city where people feel secure
Published ・ Source Taiwan | 風傳媒
Chiang Chi-chen, the KMT candidate for Taichung mayor, unveiled the “Taichung Smart Safety Network” policy, combining AI and resources across government agencies to build a citywide safety network. It covers 四 major areas and 十一 measures, aiming to provide proactive protection and anticipate risks.
Facts
Chiang Chi-chen, the KMT candidate for Taichung mayor, held a news conference on the “Taichung Smart Safety Network” policy on the 19th.
The policy covers 11 policies across four areas: smart city safety networks, upgraded policing and public security, stronger social safety nets, and a sustainable, resilient Greater Taichung.
Chiang Chi-chen advocates strengthening the cross-departmental coordination role of the “Smart City Development Committee” and establishing the “Taichung City Sovereign AI and Big Data Center.”
The policy aims to use AI technology and cross-departmental resources to shift governance from “reactive response” to “proactive protection.”
Chiang Chi-chen made three pledges: to put technology ahead of danger, put the government ahead of problems, and make safety the most basic form of happiness for every Taichung resident.
Mu Qing-yun, an associate professor at Feng Chia University’s College of Construction and Development, said a deficiency-tracking management system should be established for long-term care and senior welfare institutions.
Taichung City Councilor Chang-Liao Nai-lun supports adopting AI and big data to shift from reactive response to proactive protection.
Bread is convenient and tasty, but be wary of eating “these 7 kinds” often! Nutritionist reveals 1 way to eat it that accelerates aging and causes inflammation.
Published ・ Source Taiwan | 風傳媒
Nutritionist Tsai Cheng-liang warned the public that high-temperature baking can cause bread to produce advanced glycation end products (AGEs), which may trigger inflammation and aging. He recommended avoiding 7 common types of bread that are overly browned, too crispy or unusually dark, and distinguishing the natural dark color of whole-wheat bread from charring.
Facts
Nutritionist Tsai Cheng-liang said bread contains ingredients such as starch, sugar and protein, which can undergo the Maillard reaction during high-temperature baking, potentially accompanied by the formation of advanced glycation end products (AGEs).
When baking temperatures exceed 180°C, particular attention should be paid to the Maillard reaction and the formation of AGEs.
AGEs have drawn attention because these substances are associated with physiological processes such as chronic inflammation, changes in collagen and vascular aging.
The dark color of whole-wheat bread may come from the grains’ natural coloring, which differs from the brown color that forms when white toast is baked at high temperatures.
Labor groups take their demands for pay raises and an increase in employers’ labor pension contributions to 15% to Ketagalan Boulevard; Ministry of Labor responds.
Published ・ Source Taiwan | 風傳媒
Nearly 20 labor groups protested on Ketagalan Boulevard on the 19th, calling for pay raises and an increase in the employer contribution rate to labor pensions to 15%. The Ministry of Labor said it would carefully assess the proposals and promote dialogue, while stressing that employers should adjust existing employees’ wages in line with minimum wage increases and step up labor inspections in high-risk industries.
Facts
Nearly 20 labor groups, including the Taiwan Workers’ Fight General Union, gathered on Ketagalan Boulevard on the 19th to put forward their demands.
Labor groups are calling for the employer contribution rate to labor pensions to be gradually raised from the current 6% to 15%.
The Ministry of Labor urged employers to consider raising existing employees’ wages in tandem with increases to the minimum wage.
The Ministry of Labor will expand inspections of working conditions in industries with long working hours, high violation rates and high risks.
Explainer: Tax relief is available if a typhoon damages your home or floods your car! What is the difference between damage to 3 tenths and 5 tenths of a home? A look at tax relief across 5 categories.
Published ・ Source Taiwan | 風傳媒
This article summarizes tax relief rights for property losses caused by natural disasters such as typhoons, including damage to homes, flooded cars and land damage. It covers 5 types of taxes—house tax, vehicle license tax, land value tax, individual income tax and business tax—and explains the eligibility requirements, extent of relief and application deadlines for each, helping disaster victims protect their rights.
Facts
If the damaged area is at least 3 tenths but less than 5 tenths of the total area of a house, the house tax may be halved.
If at least 5 tenths of a house is damaged and repairs are required before it can be used, it qualifies for a house tax exemption.
If homes in Changhua County are flooded by natural disasters such as torrential rain or typhoons, house tax is suspended for 1 month when the flooding lasts 30 days.
If a car is damaged by a typhoon and taken off the road, vehicle license tax may be exempted for the period it is not in use; those who have already paid in advance may apply for a refund.
Land that cannot be used because of a landslide, subsidence or erosion may qualify for an exemption from land value tax.
Is the “ocean current” closing in on Chiang Wan-an? Huang Wei-han lays out 3 conditions for Puma Shen to win, warns of a backlash from 2 groups in Taipei.
Published ・ Source Taiwan | 風傳媒
The 2026 local elections are heating up, with Democratic Progressive Party candidate Puma Shen’s poll numbers in the Taipei mayoral race closing in on Chiang Wan-an. Media personality Huang Wei-han said Puma Shen must meet three conditions to win: get people who oppose the DPP to like him, be willing to vote for him and not want to vote for Chiang Wan-an. The key strategy is to reduce animosity and avoid a backlash.
Facts
The 2026 local elections are entering their final stretch, and the polling gap between Democratic Progressive Party Taipei mayoral candidate Puma Shen and his rival Chiang Wan-an has narrowed.
Media personality Huang Wei-han wrote on Facebook that Puma Shen needs to meet three conditions to win.
The first condition for Puma Shen to win is to get Taipei residents who dislike the Democratic Progressive Party to like him.
The second condition for Puma Shen to win is to get Taipei residents who dislike the Democratic Progressive Party to be willing to vote for him.
The third condition for Shen Bo-yang to win is to make Taipei residents who dislike the DPP not want to vote for Chiang Wan-an.
Huang Wei-han said the key to Shen Bo-yang's campaign is to reduce voter hostility.
Huang Wei-han warned that attention must be paid to a backlash from Taipei residents opposed to the DPP and Shen, because the pan-blue camp is stronger than the pan-green camp in Taipei.
Riots rage on in France! Macron goes to a Celine Dion concert, mocked as the “modern Louis XVI”
Published ・ Source Taiwan | 風傳媒
France has been rocked by large-scale riots and demonstrations, yet President Emmanuel Macron and his wife attended a Celine Dion concert, prompting strong public anger. Demonstrators likened their behavior to that of monarchs under the ancien régime, criticizing them for being out of touch with reality and indifferent to people's hardships.
Facts
French President Emmanuel Macron and his wife Brigitte went to see a Celine Dion concert on the evening of the 16th.
Demonstrators likened Macron and his wife to Louis XVI and Queen Marie, who were executed during the French Revolution.
More than 500,000 people took to the streets in France yesterday, and authorities have arrested about 1,800.
French people are angry over soaring living costs and worsening public finances.
Bernard, an organizer of a protest rally in Paris, said Macron and his wife were acting like Louis XVI and Marie Antoinette.
Why did Chiang Wan-an choose Lu Shiow-yen as campaign chair? Writer reveals 1 key signal: breaking with 2022 precedent
Published ・ Source Taiwan | 風傳媒
To address a campaign crisis, Chiang Wan-an broke with precedent by inviting Taichung Mayor Lu Shiow-yen to chair his campaign headquarters, in an effort to unite the pan-blue camp and polish his image. Writer Zhao Xiaohui analyzed the move as a sign that Chiang Wan-an is struggling to protect his own position and facing the loss of young and swing voters.
Facts
Chiang Wan-an broke with the 2022 precedent of not appointing a campaign chair, inviting Taichung Mayor Lu Shiow-yen to lead his campaign headquarters.
A TVBS poll found that among Taipei residents who intend to vote, Chiang Wan-an has 49% support and Shen Bo-yang 41%, narrowing the gap to 8 percentage points.
Among respondents who said they voted for Huang Shan-shan in 2022, 53% said they support Shen Bo-yang and 39% support Chiang Wan-an.
Lu Shiow-yen is both Taichung mayor and chair of Chiang Chi-chen's Taichung campaign headquarters; taking on the additional burden of campaigning for him in the capital would mean traveling between the two cities.
The inauguration rally for Chiang Wan-an's campaign headquarters is scheduled for October 26. Lo Chih-chiang will serve as campaign director, and Hsu Chiao-hsin as deputy chair and executive director.
Your 6000 yuan is gone! New enforcement takes effect today: “One county or city will issue fines on the spot for violations”—many drivers still don't know
Published ・ Source Taiwan | 風傳媒
After a series of fatal crashes at unmarked intersections in Fengshan District, Kaohsiung, the Fengshan Police Precinct is stepping up enforcement starting today. Police are targeting 12 major intersections and cracking down on violations such as failing to yield to pedestrians, in an effort to prevent traffic accidents.
Facts
Four fatal crashes occurred in Fengshan District, Kaohsiung, in just one month.
Three of these four fatal crashes occurred at or along roads without traffic signals.
Starting today, the Fengshan Police Precinct is stepping up enforcement against violations such as failing to yield to pedestrians at 12 high-risk and unmarked intersections in its jurisdiction.
Drivers of cars or motorcycles who approach a pedestrian crossing while a pedestrian is crossing and fail to stop and let the pedestrian go first may be fined NT$1,200 to NT$6,000.
On September 21, Chang Tu-huo, a major figure in Kaohsiung's screw industry, was struck and killed by a small truck while walking across an alley.
On October 11, a motorcycle and a small truck collided at the unmarked intersection of Wujia 2nd Road and Lane 677, leaving the 77-year-old motorcyclist surnamed He dead after being taken to hospital.
On October 14, a motorcycle and a heavy truck collided at the unmarked intersection of Nanguang Street and Tianxing Street, leaving the 69-year-old motorcyclist surnamed Gan dead after being taken to hospital.
Can you be fined for “rolling into the waiting area” on a motorcycle while stopped at a red light? Police explain the criteria: miss 1 thing and you could face a 5400-yuan fine
Published ・ Source Taiwan | 風傳媒
The Taitung County Police Department issued a traffic violation reminder, saying that motorcyclists who cross the stop line or enter a waiting area at a red light will be fined. Violating a traffic signal carries a fine of NT$900–NT$1,800, while running a red light carries a fine of NT$1,800–NT$5,400. Riders are urged to watch where they stop.
Facts
Motorcyclists who cross the stop line while waiting at a red light may be fined NT$900 to NT$1,800 for violating signs, road markings or traffic signals.
If a vehicle enters the intersection while the light is red, it may be deemed to have run a red light and fined NT$1,800 to NT$5,400.
The Taitung County Police Department reminded motorcyclists not to cross the stop line or roll into the waiting area when the light is red.
Whether a driver ran a red light must be determined based on the actual circumstances; it cannot be judged solely by whether the vehicle crossed the intersection.
People who question a ticket issued through automated enforcement may apply to the issuing agency to review the evidence footage.
Explainer》How many days off does the foreign caregiver looking after your parents get each month? 勞動部 reveals the real situation: 34.2% get no days off for an entire month
Published ・ Source Taiwan | 風傳媒
勞動部 released a survey of foreign home care workers' work and time off in June 2025, revealing that 34.2% had no days off and that they worked an average of 10.1 hours a day. Time off is arranged according to the employment contract, and employers pay overtime to workers who have no days off. When caregivers take time off, family members usually take over; the government provides respite and substitute care services.
Facts
Foreign home care workers worked an average of 10.1 hours per day in June 2025
34.2% of foreign home care workers had no days off for the entire month
65.8% of foreign home care workers had time off that month
When foreign caregivers take time off, family members take over the care in about seven in ten households
The government provides respite and short-term substitute care services, with subsidies of up to 52 days per year
Typhoon Champi changes course! Is a typhoon day off still possible? A look at the storm's chances of hitting all 22 counties and cities; latest track forecast: Taiwan simply can't escape
Published ・ Source Taiwan | 風傳媒
Severe Typhoon Champi is approaching Taiwan, with the Central Weather Administration forecasting the heaviest wind and rain from the 23rd to the 24th. A track forecast from China's meteorological agency shows Taiwan entirely within the storm's wind field. Yilan and Keelung have the highest chance of being hit by storm-force winds, at 51%; residents are urged to watch for further warnings.
Facts
Severe Typhoon Champi is continuing to approach Taiwan, and the Central Weather Administration forecasts that Friday to Saturday (the 23rd to the 24th) will be the period of greatest impact.
A forecast map released by China's Central Meteorological Observatory shows Taiwan almost entirely within the area potentially affected by the typhoon.
As of 3:45 p.m., Yilan County and Keelung City had the highest probability, at 51%, followed by Taipei City at 49% and New Taipei City and Hualien County at 48%.
Original薔琵颱風19日下午2時的中心氣壓910百帕，近中心最大風速每秒55公尺。
The Central Weather Administration forecasts that from Wednesday (the 21st), the strengthening northeast monsoon and the typhoon's peripheral circulation will bring rain to northern and eastern Taiwan.
Lu Shiow-yen to chair Chiang Wan-an's campaign headquarters; DPP slams her: bottom-ranked in approval for her governance, yet busy plotting her political future
Published ・ Source Taiwan | 風傳媒
Taichung Mayor Lu Shiow-yen announced on the 19th that she would chair Taipei Mayor Chiang Wan-an's campaign headquarters, drawing strong criticism from the DPP. DPP spokesperson Wu Zheng cited data from CommonWealth Magazine, saying Lu ranked last among the six special municipalities in public satisfaction with her governance. He accused her of neglecting her duties while positioning herself for a political future, also criticizing Chiang Wan-an for avoiding responsibility and urging voters to support Shen Bo-yang.
Facts
Taichung Mayor Lu Shiow-yen traveled north on the 19th and announced that she would chair Taipei Mayor Chiang Wan-an's campaign headquarters.
A CommonWealth Magazine survey found that Lu Shiow-yen ranked last among the six special municipalities in public satisfaction with her governance, and second-last nationwide.
DPP spokesperson Wu Zheng criticized Lu Shiow-yen for taking leave to campaign in Taipei while local government issues remain unresolved.
Chiang Wan-an was criticized for shirking responsibility after questions arose over whether he had ever attended a principals' meeting.
The DPP urged voters to support Shen Bo-yang to assess the performance of Taipei's mayor.
Pan Gongsheng: Overnight open-market repo rate to become China's main policy rate
Published ・ Source Taiwan | 鉅亨網
中國人行 Governor Pan Gongsheng announced at the 2026 Financial Street Forum that the central bank plans to designate its overnight open-market reverse repo rate as its main policy rate, to improve the precision of monetary policy and bring it into line with international practice. It will also promote more diverse loan pricing benchmarks and phase out the benchmark interest rate mechanism.
Facts
中國人行 Governor Pan Gongsheng said in a speech at the “2026 Financial Street Forum Annual Meeting” in Beijing that the bank is studying a possible shift to overnight tenors for its main open-market operations.
The overnight open-market reverse repo (repurchase) rate would then naturally become the main policy rate.
A team of analysts led by Zhang Jiqiang at 華泰證券 said the overnight repo rate had previously been set at 1.25%, below the current 7-day benchmark rate of 1.4%.
The central bank will also reform the benchmark for loan-rate pricing, moving away from the single reference of the Loan Prime Rate (LPR) toward a more diverse pricing system.
Xing Zhaopeng, senior China strategist at 澳盛銀行 (ANZ), said the decision would “fundamentally change China's monetary policy framework and market operations.”
The 2026 Taipei International Electronics Show and Taiwan International Artificial Intelligence and Internet of Things Exhibition will be held at Hall 1 of the Nangang Exhibition Center from Oct. 20 to 22.
This year’s exhibition brings together 260 exhibitors and 480 booths.
The Big Bang Startup Zone brings together 31 startup teams from 11 countries.
The Enterprise AI Forum has invited representatives from 意法半導體, 凌華科技, 台灣西門子, 鴻海研究院 and 東元電機 to share their insights.
Ambiq Micro, Inc. will share how ultra-low-power innovation can support real-world edge AI applications.
Original櫃買中心於2026年10月上線「創櫃公司資訊網 GISA InfoHub」，整合企業資訊與財務數據。此舉旨在優化GISA MOPS系統，透過一頁式查詢、財務視覺化及中英雙語支援，提升投資大眾對創櫃板資訊的查詢效率與體驗。
Facts
Original櫃買中心全新建置的一站式整合資訊平台「創櫃公司資訊網 GISA InfoHub」已於2026年10月正式上線。
The platform is a new digital service created to enhance the functions of the original Emerging Stock Board Information Disclosure System (GISA MOPS).
The number of companies applying to join the Emerging Stock Board in a single year has exceeded 70 in recent years.
The number of companies listed on the Emerging Stock Board in 2026 is expected to reach 140.
The platform has introduced a financial information visualization dashboard (Dashboard) for the first time, turning complex accounting and financial statements into intuitive, clear charts and visual indicators.
The platform fully supports switching between Chinese and English interfaces, providing an accessible search environment for international investors.
摩根士丹利: U.S. stock market pullback nearing its end; investors should prepare to buy the dip
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 Chief Strategist 威爾森 says the U.S. stock market correction is nearing its end and advises investors to buy the dip. The report recommends economically sensitive sectors such as capital goods and financials, as well as leading stocks including Alphabet and 蘋果, and is bullish on revenue growth driven by AI investment.
Facts
摩根士丹利 Chief U.S. Equity Strategist 威爾森 believes the U.S. stock market pullback is nearing its end.
The S&P 500 is only about 2% below its record high, but valuations have fallen significantly over the past few months.
摩根士丹利 advises investors to increase exposure to risk assets rather than avoid risk.
Major cloud providers are projected to invest 1.6 trillion dollars in AI in 2027.
Next year, AI capital spending will contribute one-quarter of the growth in new revenue among S&P 500 constituents.
摩根士丹利 recommends leading stocks including Alphabet, 蘋果, 博通 and 美光.
臻鼎 joins 大量, 尖點 and other partners with 中央大學 to establish the “Advanced PCB Talent Development Lecture Series”
Published ・ Source Taiwan | 鉅亨網
臻鼎-KY and 中央大學, along with several corporate partners, have established the “Advanced PCB Talent Development Lecture Series,” investing NT$60 million in industry-academia collaboration.
Facts
臻鼎-KY has joined 中央大學, 台光電, 大量科技 and 尖點 to establish the “Advanced PCB Talent Development Lecture Series.”
臻鼎 and 3 industry partners have invested a total of NT$60 million in the lecture series.
The lecture series is built around 3 main pillars: talent development, collaborative technology research, and sustainable operations.
中央大學 President 蕭述三 attended and said talent development is key to industry competitiveness.
Taoyuan Mayor 張善政 attended the signing ceremony as a witness.
〈第一傳動 to list on emerging stock board〉Revenue set to hit a record this year, with double-digit growth targeted again next year; reference price of NT$168 for Oct. 21 listing
Published ・ Source Taiwan | 鉅亨網
Smart electric drive systems integrator 第一傳動 (7957-TW) will begin trading on the emerging stock board on Oct. 21, with a reference price of NT$168 per share. The company’s revenue is expected to reach a record high this year, and it plans to apply for a stock market listing next year to expand its international markets and attract outstanding talent.
Facts
第一傳動 (7957-TW) will begin trading on the emerging stock board on Oct. 21, with a reference price of NT$168 per share.
第一傳動 reported consolidated revenue of NT$3.161 billion in the first half of this year, up 15.2% year on year.
第一傳動 currently has outstanding orders of about NT$1 billion to NT$1.5 billion, with order visibility of about 2~3 months.
第一傳動’s new Vietnam plant is expected to open by the end of this year, with mass production in the second half of next year expected to increase capacity by about 2 to 3 times.
第一傳動 has paid-in capital of NT$600 million and plans to submit an application for a stock market listing in the second quarter of next year.
佳龍 completes NT$300 million capital raise; new shares to begin trading on 10/22
Published ・ Source Taiwan | 鉅亨網
佳龍 (9955-TW) has completed a NT$300 million cash capital increase, with the funds earmarked to bolster working capital and repay loans. The shares are expected to be listed on 10/22. At the same time, 可寧衛 completed a NT$2.5 billion bond issuance, highlighting strong financing momentum in the waste treatment industry.
Facts
佳龍 has completed a cash capital increase by issuing 15,000 new shares, raising a total of NT$300 million.
佳龍’s subscription price of NT$20 per share is about 12% below today’s closing price of NT$22.4, offering a price gap.
佳龍’s cash capital increase payment certificates will begin trading on Oct. 22.
佳龍 will use the proceeds from this capital increase to bolster working capital and repay bank loans.
佳龍 posted earnings per share of NT$0.97 in the first half, turning a loss into a profit compared with the same period last year.
可寧衛 completed its third domestic unsecured convertible bond issuance this month, raising a total face value of NT$2.5 billion.
可寧衛 will mainly use the funds to meet investment needs for the Kaohsiung South District incinerator BOT project and repay bank loans.
AI drives demand for high-end substrate equipment; 志聖 to appear at TPCA Show with G2C+ alliance
Published ・ Source Taiwan | 鉅亨網
志聖 (2467-TW) will participate in TPCA Show from Oct. 20 to 22, 2026, showcasing substrate manufacturing process equipment with the G2C+ alliance. It reported third-quarter net income after tax of NT$555 million, up 1.62 times year on year, and revenue growth of 93.9%.
Facts
志聖 will participate in 2026 TPCA Show from Oct. 20 to 22, 2026.
The G2C+ strategic alliance consists of 志聖, 均豪精密 (5443-TW), 均華精密 (6640-TW) and 東捷科技 (8064-TW).
東捷 officially joined the G2C+ alliance in April 2026.
志聖’s third-quarter 2026 net income after tax was NT$555 million, up 1.62 times year on year.
志聖’s cumulative net income after tax from January to September 2026 was NT$1.661 billion, with earnings per share of NT$10.67.
志聖’s third-quarter 2026 revenue was NT$2.978 billion, up 93.9% year on year.
志聖’s revenue from January to September 2026 was NT$8.023 billion, up 84.2% year on year.
The exhibition features 4 pieces of equipment: automatic film lamination, automatic film peeling without air blowing, pressure ovens and smart cleanroom ovens.
宏達電 AI glasses VIVE Eagle available for hands-on trials at more than 350 designated stores across Taiwan; limited-time gifts on offer
Published ・ Source Taiwan | 鉅亨網
宏達電 has launched a limited-time VIVE Eagle AI smart glasses promotion running through Nov. 30. Buyers will receive a charger worth NT$1,499, and product demonstrations are available at more than 350 stores across Taiwan.
Facts
宏達電 announced a limited-time promotion for its VIVE Eagle AI smart glasses.
The promotion runs from Oct. 19, 2026, through Nov. 30.
Buyers of VIVE Eagle will receive a dedicated magnetic charger worth NT$1,499.
VIVE Eagle is available for hands-on demonstrations at more than 350 designated stores across Taiwan.
VIVE Eagle features first-person photography, real-time AI translation, voice search and VIVE AI Notes.
Credit markets reassess the computing-power leasing model! CoreWeave shares and bonds both plunge, putting AI infrastructure in the eye of the storm as credit cracks widen
Published ・ Source Taiwan | 鉅亨網
AI infrastructure investor CoreWeave has prompted a market reassessment of its credit risk after its shares and bonds both plunged. Five-year CDS spreads widened sharply, while bond yields surged. Despite strong revenue growth, massive capital spending and negative free cash flow have exposed the vulnerability of using short-term debt to support long-term assets, pushing up financing costs for semiconductor supply-chain companies and related businesses.
Facts
CoreWeave's five-year credit default swap (CDS) spread widened at one point to 1,194.5 basis points, while yields on some bonds surged to 15% to 16%.
CoreWeave reported revenue of $2.575 billion in the second quarter of this year, with an adjusted EBITDA margin of nearly 59%.
CoreWeave generated only about $679 million in operating cash flow in Q2, against net interest expense of $640 million, capital spending of more than $9 billion and negative free cash flow of $5.7 billion.
CoreWeave's full-year capital spending guidance is $35 billion to $39 billion, about three times revenue; its debt totals $35.5 billion.
【Review of High-Volume, Strong-Rising Stocks】What signal is Taiwan's stock market sending by falling first and then rebounding? Two leading themes revealed in this week's must-buy list!
Published ・ Source Taiwan | 鉅亨網
Taiwan's stock market opened lower and rose today. The three major institutional investors recorded combined net sales of nearly NT$90 billion, but central bank intervention to stabilize the exchange rate and net buying by government-linked financial institutions supported market confidence. 台積電 raised its full-year revenue growth forecast to 44% at its investor conference, signaling robust AI demand. High-end PCBs and AI server stocks are in focus this week, with shares such as 凱崴 performing strongly.
Facts
The weighted index fell 289.18 points to close at 46,822.08 today, with trading value of NT$825.101 billion and a lower shadow of 652.08 points.
台積電 posted after-tax net profit of NT$763.064 billion in the third quarter, up 8% from the previous quarter, with earnings per share of NT$29.43, a new quarterly high.
八大官股行庫 were net buyers for 8 consecutive trading days from Oct. 6 to 16, with cumulative net purchases totaling NT$116.405 billion.
鴻海 announced that a subsidiary had invested $537 million to acquire common shares in Q-Edge Corporation, bringing its cumulative investment to $575.2 million.
聯發科 is reportedly collaborating with 字節跳動 to develop AI chips, with the partnership expected to begin in 2027, tape-out planned for 2028 and mass production in 2029.
AI startup Anthropic generated about $16.8 billion in revenue in the third quarter through September and has been profitable on an adjusted basis over the past 6 months.
台積電's second Kumamoto fab to produce 3nm chips in late 2028; JASM equipment investment to exceed $23 billion
Published ・ Source Taiwan | 鉅亨網
Japan's Ministry of Economy, Trade and Industry has approved a change to the production plan submitted by 台積電 and its Japanese subsidiary JASM for the second Kumamoto fab. The process technology will be upgraded from the originally planned 6nm to 12nm range to 3nm, with mass production expected to begin in December 2028. JASM's equipment investment is expected to exceed $23 billion.
Facts
Japan's government has approved a change to the second Kumamoto fab production plan submitted by 台積電 and JASM.
The second Kumamoto fab will switch to producing logic chips using 3nm process technology.
JASM's equipment investment is expected to exceed $23 billion.
The second Kumamoto fab is expected to begin production in December 2028.
The second Kumamoto fab will have monthly production capacity of 6,000 wafers.
台積電 Chairman C.C. Wei visited Japanese Prime Minister Sanae Takaichi in February this year.
The second Kumamoto fab was originally planned to produce chips using 6nm to 12nm process technology, with monthly capacity of 48,000 wafers, and was also slated to produce 40nm chips.
Foreign investors withdraw another NT$76.7 billion, extending selling streak to 9 sessions; 台積電 and memory stocks targeted for cuts
Published ・ Source Taiwan | 鉅亨網
Foreign investors continued selling 台積電 and memory stocks today, with net sales of NT$76.742 billion marking a 9-session selling streak. Investment trusts recorded net purchases of NT$23.051 billion, extending their buying streak to 7 sessions, while the three major institutional investors posted combined net sales of nearly NT$90 billion.
Facts
Foreign investors recorded net sales of NT$76.742 billion today, marking their 9th consecutive trading day of net selling.
Foreign investors have been net sellers of 台積電 for 8 consecutive trading days, selling 9,834 shares today.
Investment trusts were the only net buyers today, with net purchases of NT$23.051 billion, marking their 7th consecutive trading day of net buying.
Dealers recorded net sales of NT$36.263 billion today, marking their 8th consecutive trading day of net selling.
The three major institutional investors recorded combined net sales of NT$89.954 billion today.
〈國票金 earnings briefing〉Compensation reform to take full effect in November; coexistence of Rakuten Bank and a physical bank is “not impossible”
Published ・ Source Taiwan | 鉅亨網
國票金控 announced compensation reforms at its Oct. 19 earnings briefing, limiting changes to executives' compensation and capping monthly salaries. Subsidiaries will follow suit starting in November. The company also said 樂天銀行's loan-to-deposit ratio has reached 77%, losses are expected to narrow, and no options are off the table for mergers and acquisitions.
Facts
The total annual variable compensation for executives in the 國票金控 group must not exceed their total fixed compensation.
國票金控's executive compensation reforms took effect on Oct. 1.
樂天銀行 completed a NT$2.779 billion cash capital increase in June this year.
樂天銀行's loan-to-deposit ratio has risen sharply to 77%.
Compensation reforms at 國票金控 subsidiaries are expected to take effect after approval by their boards in November.
The northbound train is about to depart!! 富喬⊕、德宏、建榮、金像電、矽力
Published ・ Source Taiwan | 鉅亨網
Analyst 陳學進 of 倫元投顧 said Taiwan's stock market faces short-term tests of liquidity and confidence, but the long-term prospects for the AI industry remain intact. He advised investors to prioritize risk management and wait for improvements in market positioning and technical indicators, while offering social media channels to help them adjust their holdings.
Facts
Taiwan's stock market fell to an intraday low of 46,170 points.
Taiwan's exports totaled $87.22 billion in September, up 60.9% year over year.
財政部 estimates that the chance of full-year exports exceeding $900 billion in 2026 is very high.
台積電's (2330-TW) financial results show that demand for AI chips remains resilient.
The consultation hotline is 02-2321-9933, with staff available 24 hours a day.
Cathie Wood rejects “selling South Korea,” saying foreign investors' selling is mainly driven by algorithmic trading
Published ・ Source Taiwan | 鉅亨網
Cathie Wood of ARK Invest and 崔永鎮 of 韓華資產管理 said foreign investors' selling in South Korea was driven by algorithmic trading and exchange-rate fluctuations, not fundamental problems. Wood advised investors to focus on core AI assets such as HBM, viewing the sell-off as a buying opportunity.
Facts
Wood believes South Korean semiconductor and memory stocks have entered an attractive buying range.
Key factors behind foreign investors' withdrawal include memory chip prices peaking and declining in June this year, and the won-to-dollar exchange rate reaching a new high.
ARK Invest has avoided commodity memory in the past but is closely watching SK hynix and Samsung Electronics as they shift toward high-bandwidth memory (HBM).
崔永鎮 said the memory industry has shifted from a traditional cyclical business to producing core components customized to customer needs, with orders secured in advance.
〈國票金 earnings briefing〉Securities unit becomes a cash cow! Earns nearly NT$3.7 billion in first 3 quarters, precisely swapping bonds to brace for U.S. rate hikes
Published ・ Source Taiwan | 鉅亨網
國票金控 (2889-TW) held its third-quarter earnings briefing on the 19th, reporting after-tax net profit of NT$3.692 billion for the first 3 quarters, up more than 116% year over year. Subsidiary 國票證券 saw profit surge 3 times to a record high, while 國際票券 also posted steady growth. In response to the U.S. Federal Reserve's rate-hike environment, the company will continue its bond-swap strategy to optimize its interest spread.
Facts
國票金控 reported cumulative after-tax net profit of NT$3.692 billion for the first 3 quarters, up 116.29% year over year.
國票證券's after-tax net profit for the first 3 quarters rose 302.79% year over year to a record high.
國際票券's after-tax net profit for the first 3 quarters rose 49.77% year over year
國票創投 posted an after-tax loss of 1億8,321萬元 for the first 3 quarters
國票金控 General Manager 吳瑛 presided over the investor conference
國票金控 expects to reduce the delinquency ratio of its mainland China leasing business to below 5% by year-end
1,900 Taiwan stocks plunge! I still think a buying opportunity has arrived
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks faced heavy selling pressure, with more than 1,900 shares falling, but leading technology stocks showed buying support. The author said long-term demand for AI remains unchanged and that current volatility is largely due to a correction in leveraged positions, advising investors to seize the support offered by the quarterly moving average and build positions in core holdings in stages.
Facts
More than 1,900 listed and OTC stocks in Taiwan fell on Monday, as market panic intensified.
Benchmark stocks including 台積電, 聯發科, 奇鋐, 智邦 and 創意 opened lower and moved higher or formed long lower shadows.
Large technology companies are continuing to expand data centers and are even investing further in power infrastructure.
The author claims to have made a 65% profit during Trump's tariff war in April 2025.
The author claims to have made a 72% profit during the U.S.-Iran war in March 2026.
Market Brief: AI credit crisis or market mispricing?
Published ・ Source Taiwan | 鉅亨網
Rising yields on CoreWeave bonds have raised concerns about excessive borrowing for AI infrastructure, but its financial strain stems mainly from financing costs rather than vanishing demand. CoreWeave has a higher debt ratio than other AI companies, but its backlog of end-customer contracts remains strong, indicating that the AI industry's long-term trend is unchanged.
Facts
Yields to maturity on some of CoreWeave's recent corporate bonds have surged from about 9.7% at issuance to 15%～16%.
As of the second quarter this year, CoreWeave's debt principal had reached 355億 U.S. dollars, with net interest expense of as much as 6.4億 U.S. dollars for the quarter.
CoreWeave reported second-quarter revenue of 25.75億 U.S. dollars, up 112.5% from a year earlier, but still posted a net loss of 6.26億 U.S. dollars.
CoreWeave generated about 6.8億 U.S. dollars in cash from operating activities in the second quarter, but spending on equipment purchases and other items reached 64.2億 U.S. dollars.
CoreWeave's ratio of the book value of interest-bearing debt to cash and cash equivalents is about 6.4 times, higher than Nebius's approximately 1.1 times and IREN's approximately 1.3 times.
As of the second quarter, CoreWeave still had a contract backlog of about 1,042億 U.S. dollars.
Customer prepayments can cover about 50%～60% of related capital expenditures for some of Nebius's newly signed contracts.
野村投信's latest view on Taiwan stocks -- [Taiwan Stock Trader's Notes] Short-term AI noise is inevitable, but fundamentals remain the strongest foundation
Published ・ Source Taiwan | 鉅亨網
野村投信 analyzed recent trends in Taiwan stocks, saying short-term AI noise is inevitable but fundamentals provide a solid foundation. It said the impact on the memory market is limited, MLCC prices are about to rise, and capital spending by the four major CSPs is strong. Vera Rubin shipments will drive supply-chain growth, and investors should focus on fundamental developments.
Facts
野村投信 estimates that 長鑫存儲's capacity expansion in China will have a relatively limited impact on the overall memory market.
Spot and contract prices for memory chips from Taiwanese manufacturers currently differ by more than 1 times, and revenue and profits are expected to grow quarter by quarter.
MLCC prices are expected to enter a new round of increases of about 10%～30% from Q4 this year through Q1 next year.
The four major CSPs' 2027 capital expenditure forecasts have been revised up to US$1 trillion.
野村投信's internal stock pool estimates 2026 EPS YoY revised up to 77.3%.
U.S. Treasury yields have topped 5.3%, potentially putting short-term pressure on valuations.
Is the AI bubble really here? Investing guru Marks points to one missing signal
Published ・ Source Taiwan | 鉅亨網
橡樹資本's Marks said that although there are warnings about debt and valuations, investors remain wary of risk and the hallmarks of an AI bubble are not yet clear.
Facts
橡樹資本 Co-Chairman Marks believes that when everyone is alert to bubbles, it means investors have not yet ignored risk, which could limit the scale of a bubble.
A month before the stock market peaked in 2000, the average forward price-to-earnings ratio of the S&P 500's top 5 technology stocks was about 65 times, compared with about 23 times today.
The Shiller price-to-earnings ratio is currently about 41 times, just shy of the record high of 44 times set in 1999.
Nvidia, Apple and Microsoft, the 3 largest companies in the United States by market capitalization, together account for about 21% of the S&P 500's weighting.
博通 CEO Tan Hock Eng said the AI boom has attracted a group of investors who have no idea what they are investing in and behave as if they are in a casino.
Companies mentioned：橡樹資本、JonesTrading、DataTrek Research、高盛、亞德諾、黑石、博通、CoreWeave, Inc.
Indonesian stock selloff deepens and spreads to bonds and the rupiah
Published ・ Source Taiwan | 鉅亨網
Indonesian stocks fell sharply after an MSCI downgrade warning, with the JCI plunging 5.4% on Monday in its steepest drop in nearly 30 years. Foreign investors recorded net outflows of 51億 U.S. dollars, and selling pressure spread to the bond and currency markets. The exchange tightened price-drop limits, while companies launched share buybacks to support the market.
Facts
The Jakarta Composite Index (JCI) in Indonesia plunged as much as 5.4% intraday on Monday, extending Friday's 12% collapse.
MSCI is considering downgrading Indonesia directly from an "emerging market" to a "frontier market."
So far in 2026, foreign investors have withdrawn a net 51億 U.S. dollars from Indonesian stocks, a record annual outflow.
印尼證券交易所 cut the maximum daily decline limit for individual stocks from 15% to 7%.
Three companies controlled by tycoon Prajogo Pangestu plan to buy back a combined 2.5兆 Indonesian rupiah worth of shares.
高盛 estimates that a complete removal of Indonesia could trigger about 56億 U.S. dollars in passive fund outflows.
星展集團 warned that the shock could prompt Indonesia's central bank to raise interest rates by another 50 to 100 basis points.
China stocks after the close: Q3 economic growth rebounds to 4.5%; major indexes end mixed
Published ・ Source Taiwan | 鉅亨網
China's GDP grew 4.5% year over year in the third quarter, beating expectations, while cumulative growth for the first 9 months reached 4.6%, on track to meet the target. China's 3 major A-share indexes ended mixed. The rebound eases pressure on the government to introduce additional stimulus, but weak domestic demand and trade-friction risks from reliance on exports remain.
Facts
China's 3 major A-share indexes ended mixed on Monday. The Shanghai Composite closed at 3,730.92 points, up 0.39%; the Shenzhen Component closed at 11,817.42 points, up 0.13%; and the ChiNext Index closed at 2,746.29 points, down 0.94%.
China's gross domestic product (GDP) grew 4.5% year over year in the third quarter, faster than the 4.3% growth in the second quarter and above economists' forecast of 4.4%.
Economic growth reached 4.6% in the first 9 months of this year, within the government's full-year target range of 4.5% to 5%.
Industrial production growth accelerated to 5.5% year over year in September, in line with economists' expectations. Retail sales rebounded far more than expected, rising 1.1%, after growing just 0.4% in August.
Fixed-asset investment shrank 7.2% in the first 9 months of this year, the same rate of decline as in the first 8 months.
The EU is preparing to grant itself new powers that could allow it to block China's access to the EU single market as part of efforts to rebalance bilateral trade.
China's trade surplus this year is expected to break the record of 1.2兆 U.S. dollars set in 2025.
Can stocks be bought after shares and the currency are hit and the quarterly moving average holds? Beware of margin-call liquidations! Institutions target resilient AI stocks in Q4
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged today as both shares and the currency came under pressure, but intervention by 央行 to stabilize the currency and support from the quarterly moving average helped pare the index's losses and keep it above that level. Although the fourth-quarter peak-season effect offers rebound potential, market-positioning data show that retail investors face the risk of margin-call liquidations, and buying support remains weak.
Facts
台積電 shares fell as low as 2390 yuan intraday today, dragging the weighted index down by more than 900 points.
央行 unusually issued an official statement during trading hours to stabilize the foreign-exchange market.
Taiwan stocks closed at 46822.08 today, with losses narrowing to 289.18 points.
Taiwan stocks recorded trading value of 8251.01億元 today.
The Taiwan dollar's short-term depreciation and deviation from its long-term moving average have widened to 2 standard deviations.
Iran urges U.S. to accept "7-day proposal" to reopen Strait of Hormuz
Published ・ Source Taiwan | 鉅亨網
Iranian Foreign Minister Araghchi urged the United States to accept the "7-day proposal" to reopen the Strait of Hormuz, with conditions including the lifting of sanctions and the blockade. The move aims to ease the global economic impact caused by the strait's closure, but Washington and Tehran have major disagreements over the nuclear issue and the order of priority for talks on reopening the strait.
Facts
Iranian Foreign Minister Araghchi put forward a "7-day proposal," calling on the United States to lift its naval blockade, revoke oil sanctions, unfreeze assets and halt hostile actions in order to reopen the Strait of Hormuz.
If the United States shows good faith and accepts the terms, the Strait of Hormuz could reopen on day 6, with the two sides resuming negotiations on day 7.
Before the conflict broke out, about 20% of global oil and liquefied natural gas shipments passed through the Strait of Hormuz.
U.S. Vice President Vance said Iran must significantly reduce its uranium enrichment capacity to meet U.S. demands.
Iran's new Defense Minister Aghlaji warned that if the United States resumes military operations, the United States and its regional allies will suffer extremely serious damage.
Like low-wage earners? Nearly four-tenths of those with annual salaries of 15 million say they live paycheck to paycheck
Published ・ Source Taiwan | 鉅亨網
A survey by 高盛資產管理 and Escalent found that Americans' sense of financial security follows a U-shaped curve, with both low- and high-income earners often joking that they live paycheck to paycheck. Although high earners have high rates of holding second jobs, most are postponing retirement plans because of rising living costs and a gap between expectations and reality about retirement.
Facts
Among employed respondents with annual incomes below $50,000, about 61% said they rely mainly on their monthly paychecks to get by and find it difficult to save.
About 37% of those earning more than $500,000 a year say they live paycheck to paycheck, reflecting a U-shaped curve in the sense of financial security.
A survey by 皮尤研究中心 found that 42% of low-income U.S. adults struggle to afford everyday transportation costs.
As many as 45% of high earners with annual incomes above $300,000 admitted that they had to postpone their retirement plans.
As many as 45% of respondents earning more than $150,000 a year have a side job or an additional source of income.
Waking up hot in the middle of the night, facial flushing and sweating, irritability? TCM reminder: Menopause is not internal heat; identify 1 difference to tailor treatment - Heho健康
Published ・ Source Taiwan | Heho健康
The article says that waking up hot in the middle of the night, facial flushing and sweating, and irritability may be real challenges for women entering menopause. It also notes that, from a traditional Chinese medicine perspective, these symptoms are not simply internal heat, and the differences need to be identified to tailor treatment.