AI News 180m Report

2026-10-21 09:00–12:00 JST

1164 received, 1164 listed, 12 sources ・ Page 12 of 12

One place for news and notices from 2 countries/regions: Japan, 1031 items from 4 sources; Taiwan, 133 items from 8 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(31)

Germany also says “learn from Taiwan”! As China shock 2.0 looms, 德國工業聯合會 bluntly says: learn from the “non-red supply chain”

Published ・ Source Taiwan | 風傳媒

德國工業聯合會 (BDI) official 史特拉克 said at a Berlin forum on October 15 that, faced with “China shock 2.0”—the impact of low-cost Chinese products on European markets—Germany should take a cue from Taiwan’s “non-red supply chain” concept, reduce reliance on key industries and work with trusted partners.

Facts

  • Germany and France submitted a joint proposal to the EU in October, calling for stronger trade defense tools and a faster response mechanism to economic coercion.
  • 史特拉克 said China supports manufacturing through national industrial policies, state-owned enterprises and state-owned banks, creating enormous production capacity that is then pushed overseas and subjecting European companies operating in a market economy to structurally unfair competition.
  • In 和大’s case of setting up a factory in the United States, a customer demanded that “not even one small component can come from China,” showing that non-red supply-chain requirements now extend to materials and tiny parts.
  • Germany's 蔡司 (ZEISS) has an edge in precision optics, forming a positive interdependent relationship in the semiconductor sector with Taiwan, which excels in advanced chip manufacturing, and the Netherlands' 艾司摩爾 (ASML), which has expertise in lithography equipment technology.

Companies mentioned:德國工業聯合會、德國弗里德里希諾曼自由基金會、中央社、和大工業集團、艾司摩爾、蔡司

Latest typhoon update / No more typhoon days off? Typhoon Champi makes a major turn and will not make landfall? Latest Taiwan impact probabilities revealed: 2 counties/cities still above 7 tenths

Published ・ Source Taiwan | 風傳媒

The Central Weather Administration has revised the forecast track for Typhoon No. 29, Champi, predicting it will pass offshore east of Taiwan before turning toward Kyushu, Japan. The probabilities of gale-force winds affecting Keelung City and Yilan County exceed 7 tenths, while those for the 5 counties/cities of Taipei, New Taipei, Keelung, Yilan and Hualien exceed 6 tenths. Residents are urged to prepare for the typhoon.

Facts

  • Typhoon Champi, this year's No. 29 storm, is forecast to pass offshore east of Taiwan as it approaches on Friday (23日) and Saturday (24日), then make a major turn toward Kyushu, Japan.
  • The 120-hour probabilities of gale-force winds affecting Keelung City and Yilan County have exceeded 7 tenths, reaching 72% and 71%, respectively.
  • Original薔琵颱風目前維持強烈颱風等級,中心氣壓895百帕,七級風平均暴風半徑達280公里。
  • The 120-hour probabilities of gale-force winds affecting all 5 counties/cities in northern Taiwan, Yilan and Hualien exceed 6 tenths.
  • At 2 a.m. today (21日), Typhoon Champi's center was 1,210 kilometers east-southeast of Eluanbi, moving west-northwest at 20 kilometers per hour.

Explainer》Which arm should you use to measure blood pressure, the left or the right? If the readings differ, which should you trust? The Health Promotion Administration reveals “1 principle”; many people get it wrong from the very first step

Published ・ Source Taiwan | 風傳媒

The Ministry of Health and Welfare's Health Promotion Administration and Food and Drug Administration issued blood pressure measurement guidelines explaining normal differences between left- and right-arm readings and when to seek medical care. They also promote the “722” home measurement principle to help people manage their blood pressure correctly.

Facts

  • The Health Promotion Administration recommends measuring blood pressure once on each arm the first time, then consistently using the arm with the higher reading.
  • If the difference in systolic pressure between the left and right arms exceeds 20 mmHg, people are advised to seek further evaluation and treatment from a doctor.
  • Studies have found that a difference of at least 15 mmHg in systolic pressure between the arms is associated with an increased risk of peripheral artery disease.
  • The Health Promotion Administration recommends that people aged 18 and above regularly record their home blood pressure using the “722 principle.”
  • Before measuring blood pressure, it is best to sit quietly and rest for 5 minutes, keeping the arm at the same height as the heart.

Original台灣2所國立大學要合併了!「最快2028掛牌」最新進度曝,新校名/教育部回應一次看

Published ・ Source Taiwan | 風傳媒

Original國立中山大學與國立高雄大學重啟合併計畫,目標2028年掛牌。高雄大學建議新校名為「國立高雄中山大學」,惟兩校對正式校名尚未達成共識,教育部將尊重校方意願。

Facts

  • Original國立中山大學與國立高雄大學已組成合校工作小組,預計2026年底前完成合校計畫書。
  • At a university affairs meeting on June 12, 2026, National University of Kaohsiung voted to select “National Kaohsiung Sun Yat-sen University” as its recommended name, with 53 votes.
  • National Sun Yat-sen University and National University of Kaohsiung have yet to reach a consensus on an official name due to a dispute over the name.
  • Original教育部主任秘書林伯樵表示教育部不會主導兩校的合校程序或校名。

Companies mentioned:國立中山大學、國立高雄大學、教育部、清華大學、新竹教育大學

Will Taipei get a typhoon day off on Friday? Typhoon Champi to have its “strongest impact” at this time! Latest response from Chiang Wan-an

Published ・ Source Taiwan | 風傳媒

Taipei Mayor Chiang Wan-an addressed whether Taipei would declare a typhoon day off, saying the impact would be strongest on the 23rd. The decision to suspend work and classes will be discussed jointly by the 4 counties/cities of Keelung, Taipei, New Taipei and Taoyuan, and finalized based on the latest weather developments. No decision has been announced yet.

Facts

  • Taipei Mayor Chiang Wan-an said the 4 counties/cities of Keelung, Taipei, New Taipei and Taoyuan must discuss and decide jointly whether to suspend work and classes.
  • Chiang Wan-an visited Taipei City's typhoon response center on the evening of the 20th to inspect preparations.
  • Chiang Wan-an attended a special briefing at the Taipei City Council on the 21st and spoke to reporters.

From one person rallying the whole party to “the whole party saving one person”? Chiang Wan-an admits: The election outlook is now extremely precarious

Published ・ Source Taiwan | 風傳媒

In an interview on the 20th, Taipei Mayor Chiang Wan-an said the election outlook at the end of the year had changed rapidly and was entirely different from the first half of the year, with the situation now extremely precarious. He admitted that his role had shifted from rallying the whole party to needing the whole party's help, and urged supporters to take the crisis seriously.

Facts

  • Original蔣萬安在專訪中坦言現在選情非常危急,局勢與4、5月完全不同。
  • Chiang Wan-an spoke about the year-end election campaign in an interview with Hsieh Chen-wu, host of Era News' “News Face to Face.”
  • With 39 days until voting, Chiang Wan-an urged supporters to recognize the urgency of the election.
  • Taoyuan Mayor Chang San-cheng, Taichung Mayor Lu Hsiu-yen and Legislator Hsu Chiao-hsin were named as campaign helpers.
  • Chiang Wan-an said his opponent was continuing to build supporters' enthusiasm through campaign rallies and warned against taking the situation lightly.

Weather forecast / Will work and classes be suspended Friday because of Typhoon Champi? Impact probability above 6 tenths in northern Taiwan, with “3 areas possibly getting a day off”; latest track and developments

Published ・ Source Taiwan | 風傳媒

Super Typhoon Champi is approaching waters off eastern Taiwan, with winds reaching 60 meters per second. Although the likelihood of landfall has fallen, northern Taiwan and the mountainous areas of Yilan and Hualien are expected to face strong winds and torrential rain from Friday through Saturday morning. The impact probability for Keelung and Yilan exceeds 7 tenths, and work and classes could be suspended in some mountain areas.

Facts

  • This year's No. 29 super typhoon, Champi, has an average wind speed near its center of 60 meters per second.
  • Typhoon Champi threatens waters east of the Philippines and off eastern Taiwan. Its center is about 1,210 kilometers east-southeast of Eluanbi.
  • The probabilities of the typhoon's wind field affecting Keelung City and Yilan County are 72% and 71%, respectively, the highest in Taiwan.
  • Original薔琵颱風影響最顯著時段預估落在10月23日(週五)至24日(週六)上半天。
  • Typhoon Champi has joined Dolphin, Bavi and Sinlaku as one of this year's “king of the storms” typhoons.

What will Taipei look like 20 years from now? Chiang Wan-an and Shen Po-yang give very different answers to the same question! Full transcript roundup

Published ・ Source Taiwan | 風傳媒

In the 2026 Taipei mayoral race, Shen Po-yang and Chiang Wan-an each shared their visions of Taipei 20 years from now on a television program. Shen focused on the needs of future generations and social welfare, while Chiang emphasized infrastructure renewal and the use of technology.

Facts

  • Media personality Shang Yi-fu asked Shen Po-yang and Chiang Wan-an on the program “Inside the Scoop” what Taipei would look like 20 years from now.
  • Shen Po-yang's daughter is currently six years old, and he used her as an example in outlining his vision for Taipei 20 years from now.
  • Shen Po-yang said that if a city fund were established, he hoped future graduates could each receive at least 五十萬元.
  • Chiang Wan-an envisioned the site of Songshan Airport becoming a large park and green space after the airport is relocated, with a Songshan Airport station there.
  • Chiang Wan-an said driverless vehicles would be on the roads and would use key chips that are Made in Taiwan.

Scandal over alleged corruption in the Toyo Resort development widens; prosecutors seek detention of former county magistrate Wu Chun-li

Published ・ Source Taiwan | 風傳媒

Investigators are probing alleged corruption in the development of a farm road at the Toyo Resort in Taitung. Prosecutors sought the detention and incommunicado custody of former county magistrate Wu Chun-li on October 21, 2026, on suspicion of using his authority to benefit others. Prosecutors had previously searched 11 locations and questioned multiple witnesses, believing he may flee or collude with witnesses.

Facts

  • Prosecutors sought the detention and incommunicado custody of former Taitung County Magistrate Wu Chun-li early on October 21, 2026.
  • Wu Chun-li is suspected of violating Article 6, Paragraph 1, Subparagraph 4 of the Anti-Corruption Act by using his authority to benefit others.
  • Prosecutors conducted searches at a total of 11 locations on October 20, 2026, and summoned the defendant and 3 witnesses to appear.
  • Prosecutors opened an investigation based on press clippings on May 12, 2026, and began questioning and summoning people on July 16.
  • When he was transferred to prosecutors, Wu Chun-li said this was an action taken ahead of the election.

Original沈伯洋真的贏蔣萬安17個百分點?郭正亮揪民調1數據不對勁:綠營內部也覺得怪怪的

Published ・ Source Taiwan | 風傳媒

The Taiwan Cross-Strait Research Association announced a Taipei mayoral poll on the 20th, showing Shen Po-yang leading Chiang Wan-an 50.3% to 33.3%, a margin of 17 percentage points. Former legislator Kuo Cheng-liang said DPP supporters were responding enthusiastically but questioned the party identification breakdown, adding that DPP leaders had barred officials from citing the figure because of internal doubts.

Facts

  • Original台北市信民兩岸研究協會於20日公布第二次台北市長選情民調。
  • The poll showed Shen Po-yang with 50.3% support and Chiang Wan-an with 33.3%.
  • Shen Po-yang overtook Chiang Wan-an by 17 percentage points in the poll.
  • Among respondents, 38.7% identified as DPP supporters and 23.2% as Kuomintang supporters.
  • DPP leaders ordered party officials not to cite the poll in public statements.
  • Kuo Cheng-liang said Chiang Wan-an had failed to give his supporters a sufficient sense of pride.
  • Kuo Cheng-liang was concerned that radical supporters might once again collectively attack people with differing views.

Companies mentioned:台北市信民兩岸研究協會、中天電視

Taiwan to get another high-speed rail station! Executive Yuan has approved the plan; latest route and completion and opening dates revealed, with convenient connections to Taiwan Railways

Published ・ Source Taiwan | 風傳媒

The Executive Yuan has approved the plan to extend the high-speed rail to Yilan, with a budget of NT$352.1 billion and completion expected in 2037. The route will run from Nangang to Yilan, covering 60.6 kilometers, and a 420-hectare high-speed rail special zone will be established. Connections with Taiwan Railways and road transport will also be strengthened.

Facts

  • The plan to extend the high-speed rail to Yilan has been approved by the Executive Yuan, with completion targeted for 2037.
  • The high-speed rail extension to Yilan will be 60.6 kilometers long, running directly from Taipei's Nangang to Yilan.
  • The approved plan has a budget of NT$352.1 billion.
  • The high-speed rail special zone will cover 420 hectares.
  • The trip from Nangang to Yilan will take just over 20 minutes.
  • The plan is scheduled to run from 2026 to 2037.

Explainer》The “little red light” stays on after you turn off the TV! How much electricity does it really use in a year? The surprising answer to how much you can save by unplugging it

Published ・ Source Taiwan | 風傳媒

Based on data from 經濟部能源署, this article examines the standby power consumption of household appliances such as televisions and microwaves, along with energy-efficiency label requirements. It calculates annual power consumption and electricity cost differences at various standby power levels to help people decide whether to unplug appliances, and recommends using power strips with switches to manage power.

Facts

  • The maximum standby power allowed under the energy-efficiency label for televisions is 0.5 watts.
  • A household appliance with standby power of 1W left on standby 24 hours a day all year uses 8.76 kWh of electricity annually.
  • The maximum standby power benchmark for air purifiers with wireless connectivity is 2 watts.
  • For residential electricity use in Taiwan of up to 120 kWh per month, the lowest-tier rate is 1.78 yuan per kWh.
  • The standby power limit for microwaves with rated power consumption of at least 2500W or equipped with a network mode may be raised to 2 watts.

Companies mentioned:經濟部能源署、台灣電力公司

Typhoon latest updates/The strongest typhoon of the year is here! Will Typhoon Co-may prompt a typhoon day off on Friday? Experts name “3 areas” where work and classes could be suspended

Published ・ Source Taiwan | 風傳媒

A weather fan page's analysis of Typhoon Co-may forecasts that its storm radius will reach land in Yilan and Hualien after noon Friday. Parts of the Yilan mountains, northern mountains and northeastern coast may meet the standards for suspending work and classes, while the likelihood is low elsewhere.

Facts

  • Typhoon Co-may's storm radius is expected to reach land in Yilan and Hualien after noon Friday.
  • Gusts along the west coast could reach 9 to 11 on the scale.
  • Parts of the Yilan mountains, northern mountains and northeastern coast could meet the standards for suspending work and classes on Friday.
  • Terrain effects will cause winds to gradually strengthen in urban areas of Taipei and New Taipei in the afternoon.

Kim Jong Un “died again”?! Why rumors of the North Korean leader's death keep coming back

Published ・ Source Taiwan | 風傳媒

Chinese dissident Xie Wanjun made an unsubstantiated claim that North Korean leader Kim Jong Un had died in Beijing, but official media countered it by publishing photos of his public appearances. The article analyzes how uncertainty over succession and the leader's health risks fuel recurring rumors, and says intelligence agencies have confirmed there is no such information.

Facts

  • Xie Wanjun claimed that Kim Jong Un died after being taken to a Beijing hospital with a severe brain hemorrhage, and that his body was secretly transported back.
  • Rodong Sinmun published photos of Kim Jong Un visiting an exhibition with his daughter, Kim Ju Ae, indicating that he is in good health.
  • South Korean intelligence officials said they had heard no information supporting reports of Kim Jong Un's death.
  • Observers believe Kim Jong Un may be grooming his 13-year-old daughter, Kim Ju Ae, as his successor.
  • Kim Jong Un is overweight and smokes heavily; South Korea's National Intelligence Service has warned that he faces a higher risk of cardiovascular disease.

Young people, remember to claim your money! “Government gives out 1,200-yuan cash gifts”—apply with one tap and get it deposited directly; forget to claim it and it's gone

Published ・ Source Taiwan | 風傳媒

The Ministry of Culture announced changes to its 2026 Culture Points policy, expanding eligibility to teenagers aged 13-15 while keeping the total allocation at 1,200 points. It is also introducing several bonus offers and new app features to encourage young people to spend on arts and culture. The points are valid through the end of the year.

Facts

  • Starting in 2026, the Ministry of Culture will expand eligibility for Culture Points to teenagers aged 13 to 15.
  • Eligible people can receive 1,200 Culture Points each year, equivalent to NT$1,200.
  • Culture Points are valid through December 31, 2026; any unused points will automatically expire after that date.
  • When buying tickets to Taiwanese films, a companion who uses at least 350 points in a single transaction can receive an additional 100 points.
  • At participating independent bookstores displaying the designated logo, every 2 Culture Points spent earns 1 point back, up to 600 points per person.

Taiwan stocks update》Market jumps more than 700 points at the open! 台積電 rises NT$25, 聯發科 rises NT$65

Published ・ Source Taiwan | 風傳媒

Taiwan stocks surged more than 700 points at the open, buoyed by positive earnings news and falling oil prices, with heavyweight stocks such as 台積電 and 聯發科 rising. The Dow Jones rose in the U.S. market, but technology stocks weakened as investors remained cautious about massive AI computing spending.

Facts

  • Taiwan stocks opened up 161.4 points today (21) at 46,454.33 points, with gains subsequently widening to more than 700 points.
  • 台積電 opened up NT$20 at NT$2,425.
  • 聯發科 opened up NT$65 at NT$4,215.
  • West Texas Intermediate crude futures fell 1.8%, settling at US$101.79 a barrel.
  • Anthropic could add as much as US$750 billion in computing capacity spending over the next few years.

Companies mentioned:友達、台玻、富喬、緯創、台郡、玉山金、永豐金、誠美材、百一、競國、台積電、聯發科、台達電、Anthropic、華爾街日報

0050 and 0056 beaten! 1 ETF stages a major comeback this year, with total return including dividends surging to 76%; the “monthly 10,000” strategy revealed

Published ・ Source Taiwan | 風傳媒

Chen Chung-ming said that 復華台灣科技優息(00929)has outperformed 0050 and 0056 this year, thanks to its index upgrade to version 3.0 and a dual-track stock selection strategy, while also posting a high dividend-recovery rate. An investment of about NT$790,000 would be needed to receive 10,000 in monthly dividends, offering capital-efficiency advantages.

Facts

  • Original復華台灣科技優息(00929)今年報酬率勝過元大台灣50(0050)與元大高股息(0056)。
  • Since its June portfolio reshuffle, 00929 has paid 0.38 yuan per unit for 4 consecutive months, with an average monthly dividend yield of 1.3%.
  • 00929 has completed dividend recovery on the first day of ex-dividend trading in 9 of its past 10 ex-dividend dates.
  • After its index was upgraded to version 3.0, 00929 expanded its constituent stocks from 40 to 50 and added 3 major industries: biotechnology and healthcare, digital cloud services, and green energy and environmental protection.
  • Based on the closing price on October 8, an investment of about NT$790,000 would be needed to receive 10,000 a month through 00929.
  • The share of “realized capital gains” among 00929's recent dividend sources has risen markedly, reaching 100% in September.

Companies mentioned:復華金控、元大投信

玉山證券 launches new app, combining market data, trading, holdings and self-service for a one-stop investment experience

Published ・ Source Taiwan | 風傳媒

玉山證券 has launched a new app that combines market data, trading, holdings management and self-service features to create a one-stop investment experience. The new version enhances comprehensive portfolio management and AI analysis functions, and streamlines the trading interface to improve efficiency. It is also holding a social-sharing campaign, encouraging users to try the app and offering shopping credits as rewards.

Facts

  • 玉山證券 has launched a new “玉山證券” app, combining market data, trading, holdings management and self-service features.
  • The new app's main highlight is “comprehensive portfolio management,” bringing together holdings in Taiwan stocks, overseas securities, foreign bonds, options and futures, and other products.
  • The new app introduces portfolio health checks and AI stock-price trend analysis to help investors proactively track their holdings.
  • The trading interface has been streamlined by combining intraday and after-hours trading for both board lots and odd lots, reducing the need to switch between screens.
  • 玉山證券 is holding an app experience-sharing campaign from October 19 to December 18, 2026.
  • Investors who complete the questionnaire registration and share their feedback can receive up to 250 yuan in 7-ELEVEN shopping credits.

Companies mentioned:玉山證券、7-ELEVEN

Explainer》Free admission to the National Palace Museum at age 65, but NT$60 at the science museum on weekends? A guide to senior ticket prices and free hours at popular national museums across Taiwan

Published ・ Source Taiwan | 風傳媒

Original本文整理2026年全台10處熱門國立博物館與科教場館的敬老票價規定。故宮兩院全年免費,科博館假日收60元,海科館主題館假日收100元。文章詳述平日與假日票價差異、光復節連假收費規則及證件要求,協助長者規劃參觀行程。

Facts

  • In 2026, Taiwanese citizens aged 65 and older can visit both the northern and southern branches of the National Palace Museum for free on weekdays and weekends.
  • People aged 65 and older can visit the 國立自然科學博物館 for free on weekdays, but must pay NT$60 to enter the exhibition halls on weekends.
  • The weekend senior ticket for the main exhibition hall at the National Museum of Marine Science and Technology costs NT$100, the highest among the venues listed.
  • During the 國立自然科學博物館's 40th anniversary year in 2026, its exhibition halls will offer free admission to visitors of all ages every Friday from 2 p.m. to 5 p.m.
  • During the 2026 Retrocession Day holiday period (10/24-10/26), the National Museum of Natural Science will open specially and charge holiday admission prices; the senior ticket for exhibition halls for visitors aged 65 and above is NT$60.
  • Visitors aged 65 and above can enter the permanent exhibitions on floors 3 to 6 of 國立臺灣科學教育館 for free on both weekdays and holidays.
  • The National Museum of Marine Science and Technology is offering free admission to its exhibition halls through Dec. 31, 2026, for visitors aged 65 and above who are registered residents of Keelung City or Ruifang District, New Taipei City.

Companies mentioned:國立故宮博物院、國立自然科學博物館、國立臺灣博物館、國立臺灣歷史博物館、國立海洋科技博物館、國立臺灣科學教育館、國立科學工藝博物館、國立臺灣史前文化博物館、風傳媒

Remember to claim the government payout! Before 10/31, everyone in Taiwan can get a “NT$100 small red envelope”; here’s a look at how to claim it and the eligibility requirements.

Published ・ Source Taiwan | 風傳媒

The Taipei and New Taipei city governments are working together on October sports discounts, linking 25 national sports centers. People across Taiwan can check in at a venue to get a NT$100 voucher; Taipei residents can use U Coins to redeem cross-city tickets and receive extra rewards. A task offering U Coins for reaching a set number of workouts has also been launched to encourage regular exercise.

Facts

  • The Taipei City Government and New Taipei City Government have jointly launched the “No Limits to Sports, Boundless Cross-City Access in Taipei and New Taipei” initiative, running from October 1 to October 31.
  • People from across Taiwan can check in at a venue to get a NT$100 sports discount voucher; each person may claim 1 voucher.
  • The Boundless Cross-City Access initiative covers 25 national sports centers, including 16 in New Taipei City and 9 in Taipei City.
  • Taipei residents must redeem a cross-city sports ticket worth NT$100 with 100 U Coins between October 1 and October 23.
  • The Taipei City Department of Sports has launched the “More Exercise, Better Health” challenge; those who work out 12 times can earn up to 200 U Coins.
  • Taipei residents who use their tickets to work out at any of the 16 national sports centers in New Taipei City can receive an additional “樂集點5U” points reward.
  • Real-name verification for advanced members is reviewed manually and takes about 3 to 5 business days.

Original北京觀察》中國央行不急著降息,祭出金融防震網!從7天期利率轉向「隔夜回購」,背後有何盤算?

Published ・ Source Taiwan | 風傳媒

People’s Bank of China Governor Pan Gongsheng announced plans to shift the tenor of the main open-market operation from 七 days to overnight, making the overnight repo rate the main policy rate. The bank will also establish a liquidity support facility to address large-scale redemptions by non-bank financial institutions, strengthening its financial safety net.

Facts

  • At the 2026 Financial Street Forum Annual Conference, People’s Bank of China Governor Pan Gongsheng proposed shifting the tenor of the main open-market operation from 七 days to overnight.
  • The interest rate on the overnight reverse repo operation launched by China’s central bank in June this year is 1.25%, below the current 1.4% rate on 七-day reverse repos.
  • China’s one-year LPR remained at 3% in October, while the LPR for terms of five years or longer stayed at 3.5%; both have been unchanged for 17 consecutive months.
  • China’s economy grew by 4.5% in the third quarter, exceeding market expectations.
  • The central bank will expand eligibility for the Standing Lending Facility (SLF) to include domestically incorporated foreign-funded banks.

[The Journalist] Frozen fuel and electricity prices leave 台電 and 中油 with combined losses of NT$462.2 billion; scholars blame nuclear phaseout and green energy policies for mounting financial pressure on the 2 companies.

Published ・ Source Taiwan | 風傳媒

A Legislative Yuan public hearing on the 19th revealed huge losses at 台電 and 中油, totaling NT$462.2 billion. The Executive Yuan plans to provide more than NT$410 billion in capital replenishment, while scholars say nuclear phaseout and green energy policies are the main cause.

Facts

  • As of the end of August this year, 台電’s accumulated losses had reached NT$371.2 billion.
  • 中油’s accumulated losses totaled NT$91 billion as of the end of September.
  • The combined losses of 台電 and 中油 amounted to NT$462.2 billion.
  • The Executive Yuan plans to provide about NT$180.9 billion in capital replenishment to 台電 and 中油.
  • The Executive Yuan will also inject NT$233.8 billion in capital into 中油.
  • The total fiscal resources involved exceed NT$410 billion.

Companies mentioned:台電、中油

Everyone gets a share, and even Trump approves: Musk vows to give U.S. children stocks, inspired by this person.

Published ・ Source Taiwan | 風傳媒

Anthropic announced the establishment of a public-benefit fund and the allocation of nearly 20% of its equity to public welfare, drawing Musk’s attention. Musk suggested distributing shares directly to the public and pledged to give SpaceX stock to children across the United States. Trump praised the idea, seeing it as a way to combine private-sector investment with support for America’s next generation.

Facts

  • Anthropic announced that it will allocate 5% of its company shares to the newly established “Anthropic Public Benefit Fund.”
  • Anthropic's public-benefit fund is a wholly owned independent entity dedicated to charitable purposes.
  • Anthropic is expected to allocate up to nearly 20% of its equity to public benefit in the future.
  • Elon Musk has pledged to give his SpaceX shares to every child in the United States next year.
  • Trump praised Musk for giving SpaceX shares to millions of American children through “Trump Accounts.”

Companies mentioned:Anthropic、SpaceX、福斯財經新聞、風傳媒

Is Xi Jinping preparing for a war across the Taiwan Strait? China expert in Washington: CCP quietly promotes Mao Zedong's “Third Front Construction 2.0,” building a “fortress economy” for a rapid shift from peacetime to wartime

Published ・ Source Taiwan | 風傳媒

Washington expert Goodrich said China is building a fortress economy to prepare for extreme scenarios, moving key industries inland and strengthening its ability to shift from peacetime to wartime through legal amendments, a move with implications for Taiwan's security.

Facts

  • Washington expert Goodrich said China is building a fortress economy to prepare for extreme scenarios.
  • Xi Jinping has repeatedly stressed the need to prepare for extreme or worst-case scenarios.
  • China is pursuing a plan to relocate key industries from coastal areas in the southeast to inland regions.
  • China's National People's Congress has passed amendments to the National Defense Mobilization Law, adding provisions to ensure a rapid shift from peacetime to wartime.
  • DPP legislative caucus secretary-general Chuang Jui-hsiung said China had written the shift from peacetime to wartime into law, heightening the threat to Taiwan.

Companies mentioned:加州大學聖地牙哥分校全球衝突與合作研究所、國防安全研究院、國科會、陸委會

Behind the scenes》Did interviewing Shen Po-yang hurt Chiang Wan-an? Regardless of the KMT's anger, something happened that changed Jaw Shaw-kong's outlook

Published ・ Source Taiwan | 風傳媒

The Taipei mayoral race has heated up after Shen Po-yang was interviewed by Jaw Shaw-kong, putting Chiang Wan-an under pressure. To steady the party, the KMT Central Committee withdrew a motion to expel Jaw, characterizing the matter as his personal conduct, but dissatisfaction within the blue camp remains.

Facts

  • On September 10, Shen Po-yang appeared on a radio program hosted by Wang Wei-chung, a producer with a pro-blue political stance, triggering a huge online response.
  • Original趙少康在10月間8天內2度專訪沈伯洋,推波助瀾導致蔣萬安壓力驟增。
  • KMT Central Committee member Chiang Yung-hsiung launched a petition urging the party leadership to expel Jaw Shaw-kong.
  • KMT Secretary-General Lee Chien-lung publicly clarified that Jaw Shaw-kong's conduct did not violate party discipline.
  • Chiang Wan-an and Jaw Shaw-kong proactively embraced when they appeared together, signaling that there was no rift between them.

Illegal immigrants break the law, but cheap labor is tempting: Trump's border crackdown faces a dilemma between voters and donors

Published ・ Source Taiwan | 風傳媒

White House border czar Tom Homan confirmed that Homeland Security Investigations had completed an expanded workplace inspection plan and submitted it to the homeland security secretary for review. The move aims to deter the hiring of undocumented workers by holding employers accountable and cracking down on forged documents.

Facts

  • White House border czar Tom Homan said on October 18 that Homeland Security Secretary Markwayne Mullin was about to review a plan to expand workplace inspections.
  • The plan was completed and submitted by Homeland Security Investigations (HSI). Its key focus includes cracking down on the use of forged identity documents to steal other people's Social Security numbers.
  • Enforcement will focus on holding employers accountable for knowingly hiring undocumented workers, making them think twice before hiring such workers.
  • Trump previously urged relevant agencies to avoid workplace enforcement actions in agriculture, construction, slaughterhouses, hotels and restaurants.

Oct. 21 International Morning Briefing|US resumes missile early-warning intelligence for Ukraine, Philippine senator proposes expelling Chinese ambassador, China built more than 2 times the US ship tonnage in 2 years

Published ・ Source Taiwan | 風傳媒

《風傳媒》Oct. 21 International Morning Briefing rounds up developments from around the world, including the US resuming missile early-warning intelligence for Ukraine, the Philippines calling for the expulsion of the Chinese ambassador, China's shipbuilding tonnage exceeding twice that of the US, a murder at Japan's Lake Kawaguchi and unrest in Milan, Italy.

Facts

  • Philippine Senator Tulfo introduced Senate Resolution No. 739, calling for the expulsion of Chinese Ambassador to the Philippines Jing Quan.
  • Original2024到2025年中國建造的作戰艦艇總噸位是美國的逾2倍
  • Japanese police announced that the Taiwanese woman who died in the Lake Kawaguchi hotel murder case died of excessive blood loss.
  • Italian Deputy Prime Minister Salvini announced the deployment of an additional 500 army troops to protect Milan.

Companies mentioned:《風傳媒》、《衛報》、白宮、五角大廈、歐盟、《外交家》、中國大使館、《防務新聞》、法國海軍工業協會、《戰鬥艦隊》、朝日電視台、《韓民族日報》、Anthropic

Oct. 21 Morning News Briefing|LINE's 20 free stickers this week: “This set will no longer be available for download tomorrow”/Lu Hsiu-yen to chair Chiang Wan-an's campaign headquarters; Chiang admits the race is “extremely precarious”/Typhoon Trami may trigger a sea warning late tonight at the earliest

Published ・ Source Taiwan | 風傳媒

This article covers several major recent events, including LINE’s launch this week of a series of free sticker promotions; in politics, Chiang Wan-an invited Lu Shiow-yen to campaign and acknowledged the dire election outlook; in weather, Super Typhoon Champi is approaching, with northern Taiwan and Yilan facing a high likelihood of being hit by the storm; in society, a serious workplace accident at 台積電’s Kaohsiung plant left 3 dead and 1 seriously injured; internationally, rumors about Kim Jong Un’s health were denied; and in sports, 味全龍 have moved within reach of the title in the CPBL Taiwan Series and are preparing to contend for the championship.

Facts

  • A total of 20 free stickers are available this week from the LINE Sticker Shop. The download period for “LINE Gifts × Susu Shiba” is the shortest, ending on Oct. 22.
  • Original強烈颱風薔琵中心氣壓降至895百帕,中央氣象署預估最快今(21)日深夜至22日白天發布海上颱風警報。
  • A workplace accident occurred during construction at 台積電’s new Nanzih plant in Kaohsiung, when 4 contractor workers fell along with a steel structure, leaving 3 dead and 1 seriously injured.
  • Rumors have circulated on overseas social media that North Korean leader Kim Jong Un died of a cerebral hemorrhage, but South Korean officials said they had no information to substantiate them, while North Korean state media reported that he had visited an exhibition.
  • 味全龍 shut out 中信兄弟 6-0 in Game 3 of the CPBL Taiwan Series, taking a 3-0 lead and moving within reach of the title. They will seek to clinch the championship in Game 4 tonight.

Companies mentioned:LINE、台積電、味全龍、中信兄弟

Commentary: U.S., China and Russia plot a “new Yalta”—is Taiwan the next bargaining chip?

Published ・ Source Taiwan | 風傳媒

This article analyzes the proposed U.S.-China-Russia 三-party summit floated by Putin and the controversy over excluding Ukraine, and compares it with the history of the Yalta Conference. It criticizes the Trump administration’s transactional diplomacy and warns that if Taiwan loses its leading position in the semiconductor industry, it could become a casualty of great-power compromise amid geopolitical shifts.

Facts

  • Russian President Putin has proposed a Russia-U.S.-China 三-party summit to discuss ending the Russia-Ukraine war.
  • U.S. President Trump said the focus of the talks would not be Ukraine, but nuclear weapons and denuclearization.
  • Trump said Taiwan’s chip giant is ready to invest US$500 billion in the United States.
  • Trump announced that Taiwan will purchase 30% of U.S. liquefied natural gas over the next 20 years.
  • The United States has restricted the provision of key battlefield early-warning information and Starshield communications services to Ukraine.
  • At the 1945 Yalta Conference, the United States, Britain and the Soviet Union ceded interests to the Soviet Union without allowing affected countries to participate.

Companies mentioned:《華爾街日報》、《大西洋月刊》、《時代》雜誌、澎湃新聞、台積電

Taiwan | 鉅亨網(24)

Anthropic S-1 filing reveals rapid revenue growth, risks and huge computing costs; first-half 2026 net loss of US$80.7 billion

Published ・ Source Taiwan | 鉅亨網

Anthropic’s S-1 filing shows first-half revenue of US$16.3 billion but a net loss of US$80.7 billion, amid soaring computing costs and customer-concentration risks; its IPO valuation could reach US$2 trillion.

Facts

  • Anthropic’s revenue in the first half of 2026 was US$16.3 billion.
  • Anthropic’s net loss in the first half of 2026 was US$80.7 billion.
  • Anthropic expects to pay about US$450 billion in cloud-computing contract fees over the next seven to ten years.
  • Anthropic plans to spend US$111 billion on its Google cloud-computing contract.
  • Anthropic’s IPO valuation could reach US$2 trillion.
  • About one-fifth of Anthropic’s first-half revenue came from just two customers.
  • Anthropic spent nearly US$9 billion on computing capacity and infrastructure in the first half of 2026.

Companies mentioned:Anthropic、華爾街日報、Google、亞馬遜網路服務、AWS、微軟、Nscale、Lambda、輝達、博通

U.S. strategic petroleum reserves fall to lowest level in 44 years

Published ・ Source Taiwan | 鉅亨網

Data released by the U.S. Department of Energy show that strategic petroleum reserves have fallen to a 44-year low of 282.7 million barrels. To counter rising oil prices triggered by U.S. and Israeli strikes on Iran, the department plans to release 172 million barrels over 120 days. Iran, meanwhile, warned of a sea-mine incident in the strait and subsequent punitive measures.

Facts

  • U.S. strategic petroleum reserves have fallen to 282.7 million barrels, the lowest level in 44 years.
  • The U.S. Department of Energy plans to release 172 million barrels from the strategic petroleum reserve over about 120 days.
  • Before the U.S.-Israel-Iran conflict broke out, U.S. strategic petroleum reserves stood at 415.4 million barrels.
  • Iran’s Islamic Revolutionary Guard Corps said two oil tankers caught fire after striking sea mines in the Strait of Hormuz.
  • The U.S. Department of Energy said strategic petroleum reserves can be released through “sales” and “exchanges.”

“Big Short” trader bearish on CoreWeave’s financial model: it’s basically AI’s version of WeWork

Published ・ Source Taiwan | 鉅亨網

Original交易員丹尼・摩西質疑AI雲端業者CoreWeave財務模式類似WeWork,擔憂其龐大債務與短期合約帶來的現金流風險。華爾街對此看法分歧,高盛看好而摩根大通看壞其長期現金流。

Facts

  • “Big Short” trader Danny Moses compared CoreWeave to WeWork, questioning its financial model.
  • CoreWeave’s debt and lease liabilities total about US$51 billion to US$51.6 billion.
  • Yields on CoreWeave bonds maturing in 2031 rose to 15.58%.
  • 高盛 upgraded its rating on CoreWeave shares to “Buy.”
  • 摩根大通 expects CoreWeave’s free cash flow could remain negative through 2030.
  • CoreWeave’s remaining performance obligations (RPO) totaled US$103.7 billion as of the end of June this year.

Companies mentioned:CoreWeave、WeWork、輝達、貝萊德、高盛、摩根大通

Taiwan stocks open: rebound in heavyweight stocks leads market up more than 700 points; beware TAIEX futures settlement

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks rebounded by more than 700 points early on the 21st, led by electronics shares, with 台積電 opening higher at NT$2,430. Despite continued net selling by foreign investors, the broader market showed strong rebound momentum, buoyed by a recovery in international markets and positive SpaceX earnings news.

Facts

  • Taiwan stocks rebounded early on the 21st, led by electronics shares, with the weighted index at one point rising more than 700 points.
  • The three major institutional investors were net sellers of NT$96.36 billion in Taiwan stocks on the 20th, including NT$79.54 billion in net sales by foreign investors.
  • 台積電 opened higher at NT$2,430 early on the 21st, up 1%.
  • 聯茂 shares hit the daily limit, as the company continued to deepen its focus on AI applications and expand capacity.
  • 統一證券 recommends tracking 台積電, advanced packaging and semiconductor equipment stocks over the long term.
  • 國票證券 said server ODMs are a market focus, highlighting 緯穎 and 緯創.
  • SpaceX reported a return to profitability, which could boost market sentiment.

Companies mentioned:台積電、鴻海、台達電、聯發科、欣興、南電、景碩、台光電、聯茂、統一證券、國票證券、SpaceX、緯穎、緯創

AI stocks rebound after sharp plunge; Cramer lists 4 conditions to watch: it’s not yet time to buy the dip

Published ・ Source Taiwan | 鉅亨網

AI-related stocks rebounded after a period of sharp volatility, but Cramer warned investors against rushing to buy the dip, saying they should wait for 4 conditions to confirm a bottom: technical improvement, earnings reports, the election and Anthropic’s IPO.

Facts

  • The Nasdaq Composite fell about 4.5% over the past week, while the Nasdaq 100 dropped 5.5% over the same period.
  • The Philadelphia Semiconductor Index fell for an 8th consecutive trading day, its longest losing streak since 2008.
  • Major U.S. cloud service providers are expected to spend a combined approximately US$425 billion on AI-related capital expenditures in 2025.
  • The “Magnificent Seven” currently account for about 35% of the S&P 500’s market capitalization.
  • The 4 conditions Cramer listed are an improvement in technical indicators, confirmation in major technology companies’ earnings reports that capital spending is not being cut, clarity on the outcome of the U.S. midterm elections, and a successful Anthropic IPO.
  • CoreWeave shares plunged 12% in a single day on Oct. 16 and at one point faced a drop of about 25% for the week.
  • The market estimates that major U.S. cloud service providers’ AI capital expenditures could reach US$800 billion this year.

Companies mentioned:CoreWeave、Microsoft、Alphabet、Amazon、Apple、Meta Platforms、NVIDIA、Tesla、Anthropic、摩根大通資產管理、Minack Advisors、國家澳洲銀行、《衛報》

iPhone Duo limited to 2 units per customer worldwide: can 蘋果’s strictest-ever purchase limit really stop scalpers?

Published ・ Source Taiwan | 鉅亨網

蘋果 launched its first foldable phone, the iPhone Duo, which is in short supply due to production constraints and scalpers. To protect consumers, 蘋果 has imposed a limit of 2 units per person in many parts of the world, but premiums on the secondhand market remain steep.

Facts

  • 蘋果’s first foldable phone, the iPhone Duo, was in short supply after preorders opened, and premiums on the secondary market surged noticeably.
  • 蘋果 has imposed purchase limits in the United States, the United Kingdom, Japan, Spain, China and other places, allowing each customer to buy no more than 2 units.
  • The iPhone Duo will officially go on sale Friday (23), with four storage capacities: 256GB, 512GB, 1TB and 2TB.
  • Because of low yields for the foldable-screen hinge and assembly, initial inventory is limited, and online orders on the official website are already scheduled to ship in January next year.
  • Scalpers can still get around the limits by using multiple credit cards, different delivery addresses and email addresses, making it difficult to eliminate reselling entirely.

Companies mentioned:蘋果

烏克蘭國家電力公司 announces start of industrial power restrictions nationwide

Published ・ Source Taiwan | 鉅亨網

烏克蘭國家電力公司 announced on the 20th that industrial power restrictions had been imposed nationwide to prevent overloading after Russian airstrikes damaged energy facilities. Some regions were experiencing complete blackouts, and more than 550,000 households had lost power.

Facts

  • 烏克蘭國家電力公司 announced on the 20th that industrial power restrictions were being implemented nationwide.
  • As of the morning of the 20th, power outages had occurred in 12 regions across the country.
  • Russian attacks damaged 28 substations and critical energy infrastructure across the country.
  • The attacks left at least 550,000 households without power.
  • Some regions will implement rolling blackouts across the entire area.

Companies mentioned:烏克蘭國家電力公司

亞馬遜 to hire more than 300,000 workers for peak season, up 20% year over year; first expansion in three years, betting against the trend on holiday demand

Published ・ Source Taiwan | 鉅亨網

亞馬遜 announced it will hire more than 300,000 workers for the year-end peak season, up 20% year over year, as it prepares for a surge in consumer demand. The company is also raising wages and improving medical benefits while continuing to expand its logistics network, reflecting confidence in growing e-commerce demand.

Facts

  • 亞馬遜 announced it will hire more than 300,000 employees for the year-end shopping season, an increase of 20% from last year.
  • Starting Jan. 1, 2027, eligible seasonal employees who work at least 30 hours per week will be entitled to health insurance from their first day on the job.
  • 亞馬遜's second-quarter earnings report showed that the number of paid items sold worldwide rose 17% year over year.
  • 美國全國零售聯合會 forecast that U.S. holiday retail sales from November through December this year will rise 4.2% year over year.
  • 優比速 (UPS) plans to hire more than 100,000 seasonal employees, about 9% fewer than last year.
  • 亞馬遜 recently announced it will invest more than $1.5 billion to raise pay for its core U.S. operations employees.
  • As of June 30, 2026, 亞馬遜 had about 1.6 million employees, up 3% from the same period last year.

Companies mentioned:亞馬遜、Amazon、美國全國零售聯合會、NRF、GeekWire、Challenger, Gray & Christmas、優比速、UPS、沃爾瑪、Walmart、塔吉特、Target、First Tech Federal Credit Union、Whole Foods Market

U.S.-India trade deal nears! Trump: They want a deal, and we will reach one too

Published ・ Source Taiwan | 鉅亨網

U.S. President Donald Trump said that after more than a year of negotiations, a U.S.-India trade deal was close to being finalized. Officials on both sides have recently expressed optimism, and the progress could break a longstanding deadlock in trade talks between the two countries.

Facts

  • U.S. President Donald Trump said U.S.-India trade negotiations were very close to reaching an agreement.
  • U.S. Ambassador to India Sergio Gor said major elements of the agreement had been settled.
  • Trump made the remarks on Tuesday while taking questions from reporters at the White House.
  • Trump exempted buyers of Russian oil and natural gas from tariffs last Friday.
  • Tariffs on buyers of Russian oil and natural gas could originally have reached as high as 100%.

France to deploy military counterterrorism forces to deal with next round of protests

Published ・ Source Taiwan | 鉅亨網

French Interior Minister Laurent Nuñez announced that soldiers from the French military's Sentinelle counterterrorism operation would be deployed to respond to protests scheduled for Oct. 24 and potential violent clashes. The move is intended to ease the burden on police and improve operational flexibility, while the government is assessing whether to ban undeclared or high-risk demonstrations.

Facts

  • French Interior Minister Laurent Nuñez announced that soldiers from the French military's Sentinelle counterterrorism operation would be deployed to respond to protests.
  • French Prime Minister Sébastien Lecornu said the security forces deployed earlier lacked operational flexibility.
  • The government is considering banning demonstrations that have not been declared or pose a risk of getting out of control.
  • The next round of protests is scheduled for Oct. 24.
  • Protests on the 17th led to at least 3,000 shops being looted nationwide.
  • The French government estimated that about 550,000 people took part in the protests on the 17th.

Musk: Terafab targets mass production in Q3 2028, admits timeline is “extremely challenging”

Published ・ Source Taiwan | 鉅亨網

Musk announced that the Terafab chip manufacturing project aims to begin mass production in the third quarter of 2028. The site will be in Austin, Texas, and focus on advanced logic and memory chips to meet computing needs for AI and robotics. The timeline is highly challenging and subject to uncertainty.

Facts

  • Terafab has set a target of beginning mass production in the third quarter of 2028, but stressed that there is a wide margin for error, with production in the third or fourth quarter among the possible outcomes.
  • Terafab is planned for Austin, Texas, with advanced logic and memory chip manufacturing, packaging and testing integrated on a single campus.
  • Original2027年5或6月,德州奧斯丁研發機構將產出首顆採用SRAM電路的測試晶片,用於驗證製程。
  • Advanced chip manufacturing depends on 艾司摩爾(ASML)'s EUV lithography machines and also requires expensive equipment from 應用材料 and KLA.
  • 英特爾 announced in April that it was joining the Terafab project. Lip-Bu Tan and Musk had met, but details of the partnership have not been disclosed.

Companies mentioned:SpaceX、特斯拉、艾司摩爾(ASML)、應用材料、KLA、英特爾、台積電

AI investment boom cools! South Korean cloud firm plunges 32% on debut, a record; three data center IPOs called off

Published ・ Source Taiwan | 鉅亨網

South Korean cloud provider Elice plunged 32% on its first day of trading, a record, reflecting a cooling AI investment boom. At the same time, three data center companies canceled or delayed their listings, signaling investor doubts about returns on AI capital spending and financing difficulties for emerging companies.

Facts

  • South Korean cloud services provider Elice plunged 32% on its first day of trading on the Seoul exchange.
  • Elice's IPO was oversubscribed 389 times and raised 201 billion won.
  • AirTrunk, a Singapore data center operator backed by 黑石集團, has shelved its planned $1.5 billion listing.
  • Australian company Firmus, backed by 輝達, canceled its planned listing, which it had hoped would raise $30 billion.
  • SB Energy, backed by 軟銀, delayed its planned Nasdaq listing to raise $50 billion.
  • Elice's IPO price implied a valuation of slightly more than 1 trillion won, with a price-to-sales ratio of about 15 times.
  • The market broadly expects AI capital spending to reach about $800 billion in 2026.

Companies mentioned:Elice、黑石集團、AirTrunk、輝達、Firmus、軟銀、SB Energy、Anthropic、OpenAI、微軟、亞馬遜、SK海力士、三星電子、Rosenberg Research

AI agents go undercover to bait scammers; startup raises nearly $10 million

Published ・ Source Taiwan | 鉅亨網

Australian startup Apate uses AI agents to go undercover and lure scammers, wasting 17 years of scammers' time and gathering key information. Founded in 2024, the company recently raised nearly $10 million, which it plans to use for product development and international expansion.

Facts

  • Australian startup Apate is using AI agents to combat telecommunications scams.
  • Apate's AI agents have wasted scammers' time equivalent to 17 years across 2.5 million conversations.
  • Apate was founded in 2024 and grew out of research at Macquarie University.
  • Apate raised $8.15 million in a seed round backed by Lobby Capital and others.
  • The U.S. Federal Bureau of Investigation received more than 22,000 complaints related to AI crimes in 2025.
  • Apate is a company with 20 employees.
  • Apate is one of the finalists in the Top 200 of TechCrunch Disrupt's Startup Battlefield.

Companies mentioned:Apate、TechCrunch、Lobby Capital、OIF Ventures、Investible、Concept Ventures、Baobab Ventures

Original星巴克「消費才能入座」?中國有門市已收到通知!

Published ・ Source Taiwan | 鉅亨網

Original網傳星巴克中國自20日起實施「消費方可入座」規定,引發關於「第三空間」理念的爭議。星巴克回應稱將協調座位,廣州部分門市確認收到口頭通知但強調非強制,且保留對特定群體的免費歇腳空間。

Facts

  • Original中國網傳星巴克自20日起實施「消費方可入座」規定,星巴克中國顧客關懷中心回應稱若有消費顧客找不到座位,門市夥伴會去和未消費顧客溝通。
  • The controversy stems from photos of store materials. A poster was titled “星巴克 ‘Third Place’ Initiative,” while a table sign said, “星巴克 business premises: please make a purchase before taking a seat.”
  • An employee at the Siyou Xinma Road store in Guangzhou said the store had received verbal notice. Making a purchase to sit is not mandatory, but merely encouraged; it is acceptable to sit briefly without buying anything, but if another customer orders and there are no seats available, paying customers should be given priority.
  • Original廣州其他星巴克門市表示沒收到上級有關消費入座的提示。
  • Original不少星巴克門市強調規則並非一刀切,外賣騎手、躲雨路人、孕婦、值班安保有短暫休息需要,依舊可以免費進店歇腳。

Companies mentioned:星巴克、SBUX-US

AI rally ignites across the board! 00888 surges 87.68% this year, yield hits 17%

Published ・ Source Taiwan | 鉅亨網

永豐 Taiwan ESG ETF (00888), benefiting from growth in the AI supply chain, has returned 87.68% so far this year, with its yield reaching 17%. Its combination of high growth and high income has made it a market focus.

Facts

  • 永豐 Taiwan ESG ETF (00888) has returned 87.68% so far this year.
  • The October distribution yield for 00888永豐 Taiwan ESG ETF reached 17%.
  • The latest fund size of 00888永豐 Taiwan ESG ETF is NT$22.6 billion.
  • 00888永豐 Taiwan ESG ETF's portfolio spans industries including semiconductors and electronic components.

Companies mentioned:永豐、富邦、國泰、元大、群益、凱基、CMoney

〈Earnings〉French riots take a toll! 家樂福 cuts full-year forecast, with operating profit estimated to suffer losses of up to €200 million

Published ・ Source Taiwan | 鉅亨網

Original家樂福公布第三季財報,同店銷售額年增 2.3%,但受法國暴亂衝擊,下修全年獲利與現金流展望,並削減資本支出至 16 億歐元,預計營業利益最多受損 2 億歐元。

Facts

  • Original家樂福第三季含稅銷售額為 226.94 億歐元,按當期匯率計算年增 3.9%。
  • Original家樂福下修 2026 年全年資本支出目標,由 17 億歐元降至 16 億歐元。
  • Original家樂福財務長估計法國暴亂對營業利益的衝擊介於 8,000 萬至 2 億歐元。
  • 家樂福's e-commerce business grew 18% over the same period, emerging as an operational bright spot.
  • Original家樂福維持全年節省 10 億歐元成本的目標。

Companies mentioned:家樂福、Carrefour、瑞銀、花旗

美光 closes lower amid volatility as AI investment concerns mount, South Korean IPO slumps and Taoyuan strike adds pressure

Published ・ Source Taiwan | 鉅亨網

Memory stocks including 美光 and SK海力士 fell on Tuesday, reflecting investor concerns over rising debt for AI infrastructure. South Korea's Elice plunged more than 30% on its IPO debut, while the risk of a strike at 美光's Taoyuan plant further weighed on market sentiment.

Facts

  • 美光 (Micron) shares fell 0.98% at Tuesday's close.
  • Elice shares plunged more than 30% on their first day of trading in Seoul.
  • The union representing 美光 Taiwan's Taoyuan employees plans to launch a strike this Thursday over a bonus dispute.

Companies mentioned:美光、Micron、SanDisk、SK海力士、Elice

Key U.S. stock market news highlights for Oct. 21, 2026

Published ・ Source Taiwan | 鉅亨網

U.S. stock market news on Oct. 21, 2026, focused on SpaceX's surging revenue, Netflix's results falling short of expectations and the semiconductor industry's outlook. SpaceX benefited from 161% revenue growth in its AI business, while Netflix shares fell after it lowered its advertising forecast. Analysts also believe the chip stock supercycle will continue through 2027.

Facts

  • SpaceX's third-quarter revenue surged 161%.
  • Netflix shares fell 6% after hours.
  • SpaceX rose nearly 5% after hours.
  • Truist sees chip stock rally continuing through 2027.

Companies mentioned:SpaceX、特斯拉、Netflix、Meta、Truist、輝達、蘋果、CNBC

Revenue flash report - September revenue roundup for major Taiwan-listed companies, Oct. 21, 2026 (11 new companies added)

Published ・ Source Taiwan | 鉅亨網

September revenue figures released on Oct. 21, 2026, showed that 243 Taiwan-listed companies had reported. Most posted positive year-over-year growth, with semiconductor and construction companies including 潤隆 and 南亞科 standing out.

Facts

  • As of 07:55 Taipei time on Oct. 21, 2026, this roundup covers 243 major companies (capital of at least NT$5 billion) that reported September revenue the previous day.
  • 國喬 ranked No. 1 among the top 3 companies for September revenue growth, with a year-over-year increase of 96.8%.
  • So far, 243 companies have reported September revenue, including 92 with year-over-year growth of more than 25%.
  • 兆豐金 ranked No. 3 in monthly revenue growth for September, with a 7.0% increase and monthly revenue of NT$8.344 billion.

Companies mentioned:國喬、元大金、兆豐金、元晶、潤隆、台汽電、鑽石生技、南亞科、亞昕、華建、和碩、愛山林、興富發

Key takeaways from SpaceX's earnings call: AI computing capacity target of about 13GW by the end of next year; Terafab aims for chip mass production in 2028

Published ・ Source Taiwan | 鉅亨網

SpaceX reported Q3 results, with revenue up 161% year over year, a return to profitability and net income of $4.4 billion. Musk disclosed a target of 13GW in AI computing capacity by the end of 2027, said Terafab is aiming for chip mass production in 2028 and confirmed that a merger with 特斯拉 is under evaluation.

Facts

  • SpaceX's third-quarter revenue rose 161% year over year, with quarterly net income reaching $4.4 billion.
  • SpaceX expects revenue to reach $33 billion to $37 billion in the 1st quarter of 2027.
  • SpaceX is confident it can add about 10GW of computing capacity in 2027, bringing total capacity to about 13GW by year-end.
  • Terafab is aiming to begin mass production around the 3rd quarter of 2028.
  • Starlink added 1.6 million consumer subscribers in the third quarter, bringing its total to 13.6 million at quarter-end.
  • Grok Bot had already reached 800,000 paid weekly active users earlier in October.
  • SpaceX's third-quarter capital expenditure was about $19.6 billion, and is forecast to climb to $35 billion to $40 billion in the fourth quarter.

Companies mentioned:SpaceX、特斯拉、Cursor

The staggering cost of AI expansion! Anthropic's committed computing spending could reach $750 billion

Published ・ Source Taiwan | 鉅亨網

OriginalAnthropic IPO招股書揭露其2026年上半年營收激增15倍至163億美元,但淨虧損達807億美元。公司面臨龐大的算力承諾支出壓力,總額逾6000億美元,且營收高度集中於少數客戶,成為投資人評估焦點。

Facts

  • Anthropic reported revenue of $16.3 billion and net losses of $80.7 billion in the first half of 2026.
  • Anthropic's future commitments for computing capacity and infrastructure exceed $600 billion and could reach as much as $750 billion.
  • Anthropic's computing agreement with Google Cloud is worth about $111 billion.
  • OriginalAnthropic與亞馬遜AWS的算力協議金額約為1100億美元。
  • About 20% of Anthropic's first-half revenue came from just 2 customers.
  • Anthropic's obligations for renting Google chips through 博通 exceed $160 billion.
  • Anthropic achieved adjusted profitability in the second quarter, with quarterly revenue of $16.8 billion.

Companies mentioned:Anthropic、Alphabet、Google、亞馬遜、AWS、微軟、Nscale、Lambda、輝達、博通

OpenAI acquires startup Orchestra Bio to expand its biotechnology business

Published ・ Source Taiwan | 鉅亨網

OpenAI announced the acquisition of AI biotech startup Orchestra Bio, integrating its technology into the life sciences AI model Rosalind to expand its biotechnology business.

Facts

  • OpenAI announced its acquisition of Orchestra Bio on Tuesday (20).
  • Orchestra Bio had raised about $20 million by 2025.
  • Orchestra Bio developed AI agents to assist with the drug discovery process.
  • The Orchestra Bio team will work on developing the Rosalind model.
  • Moderna and Novo Nordisk are customers of Rosalind.

Companies mentioned:OpenAI、Orchestra Bio、TechCrunch、Andreessen Horowitz、Atria、8VC、Moderna、Novo Nordisk、Anthropic

Good news ahead of schedule! 美超微 preliminary revenue and gross margin both beat expectations, sending shares up nearly 15% after hours

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Facts

  • 美超微 forecasts 1st-quarter revenue of $18.5 billion to $19.5 billion.
  • 美超微 forecasts a 1st-quarter gross margin of 12-12.5%.
  • 美超微 shares rose nearly 15% after hours.
  • 戴爾 and 慧與科技 shares rose 5.7% and 4.9%, respectively, after hours.
  • 輝達 (NVDA-US) shares rose 1.5% after hours.
  • 美超微 will hold a conference call on Nov. 3.

Companies mentioned:美超微、Super Micro Computer、SMCI-US、戴爾、DELL-US、慧與科技、HPE-US、輝達、NVDA-US、LSEG

Can a photo predict cancer survival? The latest AI “face-reading” technology stuns the medical community

Published ・ Source Taiwan | 鉅亨網

A team at the Mass General Brigham Cancer Institute developed an AI tool that can predict cancer survival from a facial photo alone. Trained on tens of millions of images, the model can help doctors assess risk, but it has not yet been used in clinical practice.

Facts

  • Researchers have developed an AI tool that can predict the survival chances of cancer patients using just one facial photo.
  • The model was trained on more than 40 million facial images and photos of more than 30,000 cancer patients.
  • The AI tool estimates age with an error of about 5 years.
  • The algorithm focuses primarily on the bridge of the nose and the areas directly below the eyes to assess risk.
  • Those with the highest scores have a significantly higher chance of dying within 90 days.

Taiwan | 國家災害防救科技中心(4)

Water Outage (Miaoli County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for parts of Zhunan Township and Toufen City in Miaoli County due to emergency pipeline repairs. The outage is scheduled from 08:05 to 13:00 on October 21, 2026.

Facts

  • 2026-10-21T08:05:23
  • 2026-10-21T13:00:00

Companies mentioned:台灣自來水公司

Water Outage (Changhua County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will temporarily suspend water service on October 21, 2026, for Beidou 115-116 fiscal-year district metering network maintenance work, affecting Wenchang and Juren villages in Beidou Township, Changhua County.

Facts

  • Effective time: 2026-10-21T08:07:32
  • End time: 2026-10-21T11:00:00

Companies mentioned:台灣自來水公司

High-temperature information (Nantou County, Pingtung County, Kaohsiung City, Tainan City)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 issued a yellow high-temperature alert for Nantou County, Pingtung County, Kaohsiung City and Tainan City, advising the public to reduce outdoor activities, use sun protection and stay hydrated.

Facts

  • Today (the 21st)
  • Severity: Moderate

Companies mentioned:中央氣象署

Strong wind advisory for land areas (yellow alert) (Kinmen County, Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, New Taipei City, Hsinchu City, Hsinchu County, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 issued a land-based strong wind advisory (yellow alert). Northeasterly winds are strengthening, with many counties and cities facing a high likelihood of average winds of 6 or above or gusts of 8 or above from the morning through the evening of the 21st. The public is advised to take care outdoors and slow down when driving.

Facts

  • Average winds of scale 6 or above
  • Gusts of scale 8 or above

Companies mentioned:中央氣象署

Japan | 消費者庁(2)

ロック・フィールド “Festive Japanese Salad with Shrimp and Salmon” – Refund/Recall

Published ・ Source Japan | 消費者庁

ロック・フィールド began issuing refunds and recalling “Festive Japanese Salad with Shrimp and Salmon” on October 19, 2026, due to missing allergen labeling.

Facts

  • Oct. 19, 2026

Companies mentioned:ロック・フィールド

極洋 “Tarako 90g” (sold at 42 西友 stores in Kansai and Chukyo) – Refund/Recall

Published ・ Source Japan | 消費者庁

Refunds or recalls are being carried out for 極洋’s “Tarako 90g” at 42 西友 stores in Kansai and Chukyo because the storage instructions were omitted from the labeling.

Facts

  • 90g
  • 42 locations
  • 10°C or below
  • Oct. 18, 2026

Companies mentioned:極洋、西友

Japan | 厚生労働省(2)

Human Resources and Labor Magazine: Feature No. 249

Published ・ Source Japan | 厚生労働省

An introduction to Feature No. 249 of the Human Resources and Labor Magazine. It describes links to a PDF containing information such as the “Government-Private Sector Job Site,” which provides information on administrative professional talent, and notes that Adobe Reader is required.

Facts

  • Feature No. 249

2nd Working Group on Regional Healthcare Planning for Mental Health Care: Materials

Published ・ Source Japan | 厚生労働省

A page listing materials for the 2nd Working Group on Regional Healthcare Planning for Mental Health Care, held by the Health Policy Bureau and the Social Welfare and War Victims’ Relief Bureau of the Ministry of Health, Labour and Welfare. It lists the agenda, meeting guidelines, roster of members, and links to related PDF materials.

Taiwan | Heho健康(1)

Is rehabilitation just training bodily functions? Occupational therapists use 2 methods to help people regain independent living - Heho Health

Published ・ Source Taiwan | Heho健康

Rehabilitation is not only about training physical functions such as hand grip, muscle strength or walking; more importantly, it helps patients regain roles and a sense of meaning in their lives.

Taiwan | 公開資訊觀測站(1)

立康(6242): Company receives consumer report of suspected personal data leak

Published ・ Source Taiwan | 公開資訊觀測站

立康(6242) received a consumer report of a suspected personal data leak. It has activated its response mechanism and asked its outsourced vendor to investigate and make improvements. The cause and scope of the impact are still being clarified, and there is no material impact on the company’s finances.

Facts

  • 115/10/20

Companies mentioned:立康、立康(6242)

Taiwan | 中央研究院(1)

Moths, AI and chemistry all in one: Academia Sinica Children’s Science Day creates an exploration playground

Published ・ Source Taiwan | 中央研究院

Original中央研究院舉辦兒童科普日,推出逾60場活動,包含蝶蛾特展、AI辨識病媒蚊及化學實驗等互動體驗,讓學童在玩樂中探索科學與人文。

Facts

  • More than 60 events
  • Today (3)
  • This year (115)
  • more than 170 events
  • October 17

Companies mentioned:中央研究院、天文及天文物理研究所、生物多樣性研究中心、社會學研究所

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