大地-KY (8437): The company's securities have repeatedly met the criteria for publication of trading information requiring investor attention recently, and the company is therefore announcing relevant information to help investors make informed distinctions
Published ・ Source Taiwan | 公開資訊觀測站
大地-KY (8437) announced that its securities have repeatedly met the criteria for publication of trading information requiring investor attention recently, and disclosed financial and business information for September 115, the 2nd quarter, and the most recent 4 quarters.
Facts
Revenue (NT$ million) 36.61
Year-on-year change %... 47.50%
Profit before tax (NT$ million) (6.59)
Net income attributable to owners of the parent (NT$ million) 0.37
Earnings per share (NT$) 0.01
Revenue (NT$ million) 44.11
Profit before tax (NT$ million) (27.92)
Net income attributable to owners of the parent (NT$ million)(18.33)
Earnings per share (NT$) (0.39)
Revenue (NT$ million) 198.19
Profit before tax (NT$ million) (105.50)
Net income attributable to owners of the parent (NT$ million) (71.31)
耐特(8058): The company will hold a pre-listing earnings presentation on 115年10月29日.
Published ・ Source Taiwan | 公開資訊觀測站
耐特(8058) announced it will hold a pre-listing earnings presentation at 台北君悅酒店 at 14:30 on 115年10月29日, to discuss industry developments, its financial and business conditions, and future risks.
智擎(4162): The company was invited to attend 元大證券’s 3Q26 online investor conference.
Published ・ Source Taiwan | 公開資訊觀測站
智擎(4162) announced it was invited to attend 元大證券’s online investor conference for the third quarter of 2026, to be held on 115年11月5日, where it will report on operating conditions and future outlook.
金山電(8042): The company announces that its outstanding balance of endorsements and guarantees complies with Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.
金居(8358): The company’s securities have repeatedly met the criteria for publishing trading information alerts recently; it is therefore announcing the relevant information to help investors distinguish and understand the situation.
Published ・ Source Taiwan | 公開資訊觀測站
金居(8358) announced that its securities have repeatedly met the criteria for publishing trading information alerts recently, and disclosed financial and business information for September 115年, the second quarter, and the cumulative four most recent quarters.
Facts
Operating revenue (million): 1,104
Year-over-year change...64.5%
Pre-tax net profit (million): 254
Year-over-year change...92.4%
Net profit attributable to owners of the parent (million): 203
Year-over-year change ...89.7%
Earnings per share (yuan): 0.80
Year-over-year change ...90.5%
Operating revenue (million): 2,805
Year-over-year change ...40.1%
Pre-tax net profit (million): 688
Year-over-year change ...230.8%
Net profit attributable to owners of the parent (million): 545
Year-over-year change ...226.3%
Earnings per share (yuan): 2.16
Year-over-year change ...227.3%
Operating revenue (million): 9,487
Pre-tax net profit (million): 2,140
Net profit attributable to owners of the parent (million): 1,696
達輝-KY(5276): Correction to the schedule of loans of funds for January-September 2026.
Published ・ Source Taiwan | 公開資訊觀測站
達輝股份有限公司 (5276) corrected its schedule of loans of funds for January-September 2026, adjusting the individual and maximum limits for loans to Speedy Momentum Sdn. Bhd. and FUJIZONE SDN BHD.
Facts
33,264
66,528
15,000
30,001
Companies mentioned：達輝股份有限公司、Huan Hsin Electrical System (M) Sdn. Bhd.、Speedy Momentum Sdn. Bhd.、FUJIZONE SDN BHD.
皇將(4744): Announcement, on behalf of subsidiary Changsung Softgel System Ltd, of changes to its directors and supervisors.
Published ・ Source Taiwan | 公開資訊觀測站
皇將(4744) announced, on behalf of its subsidiary Changsung Softgel System Ltd, changes to its directors and supervisors. The former individual director 張原彰 and individual supervisor 廖育慈 have been relieved of their duties. The new individual director is 廖育慈 and the new individual supervisor is 廖珮妏, effective 115/10/21.
Facts
115/10/21
20%
100%
Companies mentioned：皇將、Changsung Softgel System Ltd、鴻鑫投資有限公司、國淇機械技股份有限公司、國淇機械股份有限公司
中華立鼎(7926): Announcement of a resolution at the company’s first extraordinary shareholders’ meeting in 115年 to lift restrictions on directors’ involvement in competing businesses.
Published ・ Source Taiwan | 公開資訊觀測站
中華立鼎(7926) announced that its first extraordinary shareholders’ meeting in 115年 resolved to lift restrictions on directors’ involvement in competing businesses, involving 中華電信’s representatives and several directors.
中華立鼎(7926): Announcement of a comprehensive re-election of directors (including independent directors) at the company’s first extraordinary shareholders’ meeting in 115年, with changes involving one-third of the directors.
Published ・ Source Taiwan | 公開資訊觀測站
中華立鼎(7926) announced that its first extraordinary shareholders’ meeting in 115年 comprehensively re-elected directors and supervisors, with the new appointees taking office on 115/10/21.
中華立鼎(7926): Announcement of resolutions passed at the company’s first extraordinary shareholders’ meeting in 115年.
Published ・ Source Taiwan | 公開資訊觀測站
中華立鼎(7926) announced resolutions passed at its first extraordinary shareholders’ meeting in 115年, including amendments to the articles of incorporation and shareholders’ meeting rules, among five corporate governance measures, as well as a comprehensive re-election of directors and the lifting of restrictions on the new directors’ involvement in competing businesses.
寶碩(5210): Statement regarding media reports on the company’s green energy case.
Published ・ Source Taiwan | 公開資訊觀測站
寶碩財務科技股份有限公司 issued a statement in response to media reports that its former management team was involved in fictitious transactions, emphasizing that the case is a historical matter and was proactively reported by the current team. The company’s finances are currently sound, its operations are normal, and it has been profitable for seven consecutive quarters.
台灣自來水公司 is carrying out an emergency water outage and repairs in Zhongshan and Taiping villages, East District, Chiayi City, after a municipal sidewalk construction project damaged a water pipe at the intersection of Weixin Road and Yufeng Street.
台灣自來水公司 issued an update on water outages in parts of Zhunan Township, Miaoli County, and Xiangshan District, Hsinchu City, due to repair work at No. 1, Lane 359, Section 6, Zhonghua Road.
台灣自來水公司 issued a water outage notice for parts of Nantou City, Nantou County, due to emergency repairs to a burst pipe on Minquan Street. The affected areas include Sanmin, Renhe and Nantou villages. The outage is effective from 13:39 to 17:30 on October 21, 2026.
To repair a leak in a 100mm PVCP pipe in front of No. 352, Section 2, Shanjiao Road, Shetou Township, 台灣自來水公司 issued a water outage notice for several villages in Changhua County.
Water service will be suspended in Zhengshun Village and Zhengxing Village, Sanmin District, Kaohsiung City, for repairs to a leak in a 150mm PVCP pipe at No. 366, Jianxing Road.
To repair a broken pipe on Zhongyang Road in Qingshui District, 台灣自來水公司 issued a water outage notice for Xiushui Village and Wulu Village, Qingshui District, Taichung City.
台灣自來水公司 suspended water service in Baozhuang Village, Douliu City, Yunlin County, for repairs on Jianxing Road. The outage is scheduled from 13:47 to 17:00 on Oct. 21, 2026.
台灣自來水公司 suspended water service in Darao Village and Gouzao Village, Yuanlin City, Changhua County, on Oct. 21, 2026, to repair a broken 50mm PVCP pipe.
台灣自來水公司 suspended water service in parts of Neimen District, Tianliao District and Qishan District, Kaohsiung City, for emergency repairs to the 高120 pipeline equipment.
台灣自來水公司 issued an update on the water outage in Dingjin Village, Sanmin District, Kaohsiung City. The outage is in effect from Oct. 21 to Oct. 30, 2026.
台灣自來水公司 issued an update on the water outage in Dingjin Village, Sanmin District, Kaohsiung City. The outage is in effect from Oct. 21 to Oct. 31, 2026.
台灣自來水公司 is carrying out pipe disconnection and reconnection work as part of a pipeline replacement project at the 290K+200 mark of Provincial Highway 1 in Xinying District, suspending water service in Tuku Village and Zhongying Village, Xinying District, Tainan City.
To repair a leak in front of No. 286, Xidong Road, Sanxia District, 台灣自來水公司 issued a water outage notice for parts of Sanxia District, New Taipei City.
To improve the stability of water supply and reduce the risk of pipeline leaks, 台灣自來水公司 will carry out pipeline replacement work in several villages in Nantun District, Taichung City, resulting in water service interruptions.
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 high-temperature advisory. Yellow alerts were in effect around noon on Oct. 21, 2026, in parts of Nantou County, Pingtung County, Kaohsiung City and Tainan City. People are advised to limit outdoor activities, protect themselves from the sun and stay hydrated.
Strong Wind Advisory for Land Areas (Yellow Alert) (Yilan County, Hualien County, Kinmen County, Pingtung County, Miaoli County, Taoyuan City, Keelung City, Lienchiang County, Yunlin County, New Taipei City, Hsinchu City, 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 strong wind advisory for land areas. Under the influence of a typhoon's outer circulation and northeasterly winds, several counties and cities face a chance of average winds of force 6 or higher or gusts of force 8 or higher. Some areas, including Lanyu and Green Island, may meet the criteria for an orange alert.
Strong Wind Advisory for Land Areas (Orange Alert) (Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a strong wind advisory for land areas. Under the influence of a typhoon's outer circulation and northeasterly winds, localized areas of Taichung City, Taitung County and Penghu County face a chance of average winds of force 9 or higher or gusts of force 11 or higher (orange alert). Other areas are under a yellow alert.
台灣自來水公司 will suspend water service in Zhongxing Village and Chenggong Village, Yilan City, Yilan County, from Oct. 21 to 27, 2026, to accommodate a wastewater sewer pipe relocation project in northern Yilan.
台灣自來水公司 is conducting work to build a central-region water network and investigate leaks in the Nantou area, resulting in water service interruptions in some villages in Mingjian Township.
台灣自來水公司 will suspend water service in some villages in Sanmin District and Niaosong District, Kaohsiung City, from Oct. 21 to 22, 2026, to accommodate the temporary relocation work for MRT Yellow Line Y7 Station.
A power outage at the Neixin booster station caused by new construction or line improvement work by 台電 will affect the water supply to Shanbi Village and Neicuo Village in Luzhu District, Taoyuan City.
To repair a leak in a 200mm PVCP pipe in front of the intersection of Lane 3, Haojin Road, and Yongxin Road, Puyan Township, Changhua County, 台灣自來水公司 issued a water outage notice affecting Sansheng Village, Jiaoshu Village and Nanxin Village in Puyan Township.
台灣自來水公司 suspended water service in Zhongyang Village, Yuanlin City, and Taiping Village and Jingkou Village, Puxin Township, Changhua County, on Oct. 21, 2026, for pipeline replacement work.
台灣自來水公司 will suspend water service in Yutian Village, Yujing District, Tainan City, from Oct. 20 to 21, 2026, to replace pipelines including those on Heping Street in Yujing District.
Gemini lends a hand！蘋果's Siri AI Korean version launches this month, able to understand screens, translate messages and find recipes
Published ・ Source Taiwan | 鉅亨網
蘋果 announced that Siri AI will support Korean this month, powered by Google Gemini and optimized in partnership with Kakao and Naver to improve the experience for users in South Korea.
Facts
蘋果's assistant Siri AI, equipped with generative artificial intelligence (AI), is expected to support Korean starting this month.
Siri AI is powered by Google's Gemini technology.
Siri AI features Visual Intelligence, which can recognize on-screen content.
蘋果 is working with local tech giants including Kakao and Naver to optimize its Siri AI service.
Data related to Siri AI responses is designed to be deleted immediately to protect privacy.
鑫創電子 unveils a liquid-cooled rugged edge AI computer, earning recognition for innovation in the U.S. military, aerospace and electronics sectors
Published ・ Source Taiwan | 鉅亨網
Industrial computer maker 鑫創電子 has launched the rugged ABOX-5221 ThermoSiphon edge AI computer, which uses patented phase-change liquid-cooling technology to solve heat-dissipation challenges in high-performance computing. It also won the Platinum Award at the 2026 U.S. Military, Aerospace and Electronics Innovation Awards, reflecting international recognition of its technological innovation.
Facts
鑫創電子 has launched the rugged ABOX-5221 ThermoSiphon edge AI computer, which uses patented phase-change liquid-cooling technology.
The ABOX-5221 ThermoSiphon delivers heat-dissipation efficiency 3 to 5 times higher than conventional heat sinks.
The ABOX-5221 ThermoSiphon won the Platinum Award at the 2026 U.S. Military, Aerospace and Electronics Innovation Awards.
The ABOX-5221 ThermoSiphon is designed to meet the MIL-STD-810H military environmental testing standard.
鑫創電子 has adopted the IEC 62443-4-1 industrial control security development process.
Is China’s AI computing power too focused on short dramas? Industry players and state media rebut claims that development is going off course
Published ・ Source Taiwan | 鉅亨網
In response to claims that “China’s AI computing power is too focused on short dramas,” industry players and state media said AI development has not strayed from its main direction. Data from 中文線上 shows that 55% of tokens are used for short dramas, but industry experts say this reflects computing density; 98.7% of short dramas lose money, demonstrating the difficulty of making them commercially profitable.
Facts
Listed company 中文線上 disclosed that 55% of total AI token consumption in mainland China goes to micro-dramas and video generation, 24% to e-commerce advertising, and 15% to basic research and development.
劉星, public relations head for 字節跳動’s 豆包, said the computing-power data was unreliable and noted that only about 10% of the company’s total computing capacity is used to train and run video-generation models.
Industry analysts say generating 1 second of 1080p video requires about 5萬 tokens. This high consumption reflects the nature of the medium rather than the share of physical computing power allocated to it.
An estimated 98.7% of AI short dramas fail to recoup their costs, highlighting the gap between computing investment and commercial profitability.
《人民日報》 published a commentary rebutting claims that “China’s AI development is going off course,” emphasizing that the government continues to promote infrastructure projects such as a supercomputing and intelligent-computing resource pool with 十萬-card capacity.
Musk drops a bombshell! 特斯拉 and SpaceX discuss merger, shares surge 8% after hours: What do experts think?
Published ・ Source Taiwan | 鉅亨網
Musk announced that 特斯拉 and SpaceX are discussing a merger and have formed a special committee to advance the matter. Shares surged 8% after hours. Analysts say a merger makes commercial sense and could integrate AI and hardware resources, but would have to overcome regulatory challenges involving corporate governance and cross-border operations.
Facts
Musk said merging 特斯拉 with SpaceX would be a good idea and that the 2 companies have formed a special committee to discuss the matter.
特斯拉 and SpaceX are estimated to have a combined value of about 3.5 trillion dollars after a merger.
After the news broke, shares of the companies involved rose 8% after hours.
特斯拉’s high-margin automotive business could generate cash flow to support SpaceX’s profitability and space exploration plans.
As SpaceX is an important contractor for the U.S. defense system, 特斯拉’s China operations may need to be separated or firewalled to address national security concerns.
Labor dispute shows signs of progress! 台灣美光 and 台中工會 sign agreement, withdraw 10/22 mediation process
Published ・ Source Taiwan | 鉅亨網
美光 and 台中工會 signed an agreement to withdraw from mediation. The 2 sides reached a consensus through constructive negotiations, thanked government departments for their assistance, and said they would explain the details to employees.
Facts
美光 and 台灣美光記憶體工會（台中工會） signed a labor-management agreement on the 21st.
The Ministry of Labor and the Central Taiwan Science Park Administration played a mediating role during the negotiations.
美光 will continue communicating with 台灣美光晶圓科技公司企業工會（桃園工會）.
The 2 sides hope to resolve other outstanding labor-management issues through rational dialogue.
DeepSeek generates $38 per GPU per hour; inference gross margin estimated at over 95%
Published ・ Source Taiwan | 鉅亨網
DeepSeek open-sourced its DeepInfer inference framework and disclosed hourly revenue of $38 per GPU. Researchers estimate an inference gross margin of over 95%, drawing industry attention to the profit potential of AI APIs, though the figure should be viewed as a hardware-level estimate.
Facts
DeepSeek announced on Tuesday (20日) that it was open-sourcing its internal inference framework, DeepInfer, and its token encoding and decoding tool, deepseek-recipe.
A single DeepSeek V4.1-Flash cluster processes 155兆 tokens per day, with revenue reaching $38 per GPU hour during off-peak periods.
Technology investment researcher Zephyr estimates DeepSeek’s inference gross margin at between 84.2% and 96.1%.
DeepInfer supports 輝達（NVIDIA） GPUs and 華為昇騰 NPUs and is released under the Apache-2.0 open-source license.
Zephyr’s preliminary model assumes that 97% of total token traffic consists of inputs that hit the key-value cache.
Shares soar over 30% in 3 days; “the first humanoid robot stock” 宇樹科技 issues warning
Published ・ Source Taiwan | 鉅亨網
宇樹科技 issued a warning after its shares soared over 30% in 3 days, cautioning investors about the risk of a price-to-earnings ratio as high as 388.25 times and noting that the humanoid robotics industry remains in an uncertain early stage of commercialization.
Facts
宇樹科技 issued a notice on abnormal stock trading on the evening of October 20.
The company’s stock recorded a cumulative closing-price deviation of more than 30% over 3 consecutive trading days, October 16, 19 and 20.
At the close on October 20, 宇樹科技 shares stood at 526.03 yuan each, giving the company a total market capitalization of about 2,128億元.
宇樹科技 warned investors about valuation risks, with its trailing price-to-earnings ratio reaching 388.25 times.
宇樹科技 said the humanoid robotics industry remains in the early stages of commercialization, with uncertainty surrounding both the technology and market demand.
More than 50 ports! Unions in several European and Mediterranean countries plan joint strike on October 30, putting shipping schedules and cargo handling at risk of delays
Published ・ Source Taiwan | 鉅亨網
The international union network “Ports in Action” is coordinating a joint strike by port unions in several European and Mediterranean countries on October 30, involving 10 countries, 11 unions and more than 50 ports. Italy is at the center of the action, with 8 major ports including Genoa involved; France’s CGT has announced a nationwide 24-hour strike. The action could delay shipping schedules on European routes by 3 to 5 days and raise logistics costs.
Facts
The international union network “Ports in Action” is pushing for port unions in several European and Mediterranean countries to hold a joint strike on October 30.
The action involves 10 countries, 11 union organizations and more than 50 ports.
Italy is at the center of the action. The participating ports include 8 locations: Ancona, Civitavecchia, Genoa, Gioia Tauro, Livorno, Ravenna, Salerno and Trieste.
France’s CGT has announced a nationwide 24-hour strike next Friday (30日).
If the action goes ahead as planned, shipping schedules on European routes could be delayed by 3 to 5 days.
Companies mentioned：Ports in Action、Ports Europe、CGT、ENEDEP、LAB、Liman-İş、ODT、USB、ORSA Porti
Taiwan stocks rebound strongly to reclaim 5-day moving average; foreign investors end 10-day selling streak, 3 major institutional investors net-buy NT$5.68億元
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks rebounded strongly today, led by electronics shares, closing at 46887.77 points, up 594.84 points. Foreign investors made net purchases of NT$9.6億, ending a 10-day selling streak, while the 3 major institutional investors recorded combined net purchases of NT$5.68億. The index moved back above its 5-day moving average.
Facts
Taiwan stocks closed at 46887.77 points, up 594.84 points, or 1.28%.
Foreign investors made net purchases of NT$9.6億元, ending a 10-day selling streak.
The 3 major institutional investors recorded combined net purchases of NT$5.68億元.
Dealers' net selling of NT$13.311 billion
Investment trusts' net buying of NT$12.919 billion
Strong demand for AI chips drives Japan’s exports up 16.7% in September
Published ・ Source Taiwan | 鉅亨網
Data released by 日本財務省 showed that, buoyed by strong AI and semiconductor demand, Japan’s exports rose 16.7% year on year in September 2026, marking a 13th consecutive month of growth. Imports slowed amid delays linked to the Middle East situation, narrowing the trade deficit to 5,366億 yen.
Facts
Japan’s export value in September 2026 grew 16.7% from a year earlier.
Japan’s exports recorded year-on-year growth for the 13th consecutive month.
Japan’s trade deficit narrowed to 5,366億 yen in September.
Japan’s imports rose 18.9% year on year in September.
Japan’s exports to the United States rose 22.9% year on year.
The market median forecast for Japan’s September export growth was 20.1%.
桃機 launches recruitment for new staff, offering 64 positions with starting salaries of up to 65K
Published ・ Source Taiwan | 鉅亨網
桃園國際機場公司 announced that recruitment for its 2026 intake is now underway, with applications open through Nov. 2. The company is offering 64 regular positions across fields including engineering and administration, with starting salaries of up to 65,000, to support construction of the third terminal.
Facts
桃園國際機場公司 announced today (21) that it has launched its 2026 recruitment examination for new employees.
The recruitment examination is expected to select 64 candidates for regular positions and 63 alternates.
The vacancies span 3 major categories: engineering, transportation management and administration.
After passing the probation period, successful candidates can earn a monthly salary of up to 65,290.
The recruitment includes 17 positions that do not require work experience.
Taiwan Stocks After the Close: Taiex futures settlement sparks late surge of 594.84 points; index closes at 46887.77, back above the 5-day moving average
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks rebounded on the 21st, led by electronics shares. Heavy buying entered in the final session after Taiex futures settlement, lifting the weighted index to close at 46887.77, up 594.84 points and back above the 5-day moving average.
Facts
The weighted index closed at 46887.77, up 594.84 points.
TSMC closed at 2420, up 15, a gain of 0.62%.
Original今日台股總成交值為8331.91億元。
The New Taiwan dollar was trading at 32.510 per U.S. dollar at the latest count.
景碩 closed at 1010, moving back above the 1,000 mark.
ITEQ and TUC-KY both closed at the limit up among CCL stocks.
Veteran securities analyst Jian Boyi said the short-term outlook is tilted toward the bulls.
Tesla Q3 results due; investors focused on Robotaxi and capital expenditures
Published ・ Source Taiwan | 鉅亨網
Tesla is set to report its third-quarter results, with experts saying investors are most focused on Robotaxi progress and capital expenditures. Although revenue is forecast to be flat and earnings to decline, electric vehicle sales have exceeded expectations. The company plans to invest more than $25 billion in autonomous driving and robotics projects, drawing market attention to the scale of its spending.
Facts
Tesla is expected to report third-quarter revenue of about $28 billion and earnings per share of $0.45.
Tesla has registered nearly 350 Cybercabs with the Texas Department of Motor Vehicles, including 187 operating in Austin.
Tesla plans to spend more than $25 billion on capital expenditures this year.
Tesla has secured credit lines totaling $30 billion.
Tesla's earnings before interest, taxes, depreciation and amortization (EBITDA) are expected to be $3.7 billion, down 10% year over year.
AI enters the heart of chipmaking: 英特爾 accelerates effort to build an “autonomous fab”
Published ・ Source Taiwan | 鉅亨網
英特爾 Foundry announced plans to combine AI and automation technologies to build autonomous fabs, showcasing 14 achievements at SEMICON West 2026 to address yield and cost challenges posed by process complexity.
Facts
英特爾 Foundry is combining AI, precision metrology, testing and automation technologies to move beyond traditional automated production toward factories capable of sensing, analyzing and making autonomous decisions.
英特爾Foundry showcased 14 research achievements and technological solutions at SEMICON West 2026.
英特爾 Vice President of Semiconductor R&D, Advanced Packaging Technology and Manufacturing Lalitha Immaneni said semiconductor manufacturing is shifting from separate, independent optimization to interconnected intelligent systems.
英特爾 is advancing its Advanced Chiplet Test service, using testing from the wafer to system level to identify problems early and screen for known-good chips.
The SATAS產業聯盟, which includes 英特爾, is supported by 日本新能源暨產業技術綜合開發機構 (NEDO) and 經濟產業省, and now has more than 40 participating organizations.
Restricting model exports while opening API services: China's new AI rules could reshape global tech competition
Published ・ Source Taiwan | 鉅亨網
China's Ministry of Commerce and Ministry of Science and Technology issued an announcement on Oct. 16, 2026, revising the catalog of technologies subject to export controls and adding 40 technologies, including AI, biotechnology and solar energy, with AI accounting for 23. The move aims to prevent technology leakage, while APIs and open-source technologies remain accessible.
Facts
China's Ministry of Commerce and Ministry of Science and Technology jointly issued Announcement No. 48 on Oct. 16, 2026, seeking public comment on revisions to the Catalog of Technologies Prohibited or Restricted from Export by China.
The revised catalog covers 40 key technologies across 3 major fields: artificial intelligence (AI), biomedicine and solar energy.
The revised catalog lists 23 technologies in the AI field, including 14 technologies proposed for a ban on exports and 26 proposed for export restrictions.
Indicators for AI technologies subject to export restrictions include computing requirements of 10²⁶ floating-point operations (FLOPs) or models with more than 2 trillion parameters.
When companies use domestically deployed models to provide overseas users with API calls, app or web interactions, or SaaS software services, these are not considered technology exports.
Technologies that have entered the public domain through open-source releases or academic papers are not subject to controls.
Citing an investment security review, Chinese regulators blocked the acquisition of AI startup Manus by U.S. company Meta.
Rubio issues stark warning: Ukraine would no longer exist without U.S. support
Published ・ Source Taiwan | 鉅亨網
During a visit to India, U.S. Secretary of State Marco Rubio stressed the importance of U.S. aid to Ukraine's survival, responding to controversy over the operation of SpaceX's Starlink. He denied U.S. interference in a private company and disclosed that U.S. and Russian envoys would hold difficult talks on Donbas to ensure Ukraine's long-term security.
Facts
U.S. Secretary of State Marco Rubio said that without U.S. aid, Ukraine would cease to exist as a sovereign country.
The Wall Street Journal reported that SpaceX CEO Elon Musk ordered a slowdown in the operation of the Starlink satellite system.
Rubio denied that the U.S. had prior knowledge of or instructed Musk to slow Starlink's operations.
Zelenskyy and special envoy Steve Witkoff discussed intelligence sharing and access to the Starlink system.
Witkoff will hold talks with Russian representatives in St. Petersburg on the future of the Donbas region.
Higher interest rates weigh on bond market? TPEx says sustainable bond issuance count could meet this year's target, but more work is needed on total value
To counter rising Chinese rivals: Samsung and SK海力士 reportedly upgrading China fabs to tap AI memory demand
Published ・ Source Taiwan | 鉅亨網
Samsung and SK海力士 are upgrading their China fabs in response to rising Chinese competitors and AI demand. Although the U.S. BIS has refused to issue upgrade permits, both companies are continuing production-line modifications and talks with the U.S. side.
Facts
三星電子 and SK海力士 are upgrading their China fabs to produce more advanced memory chips.
Shipping costs soar from $3 to more than $20 per barrel; Goldman warns of oil price risks
Published ・ Source Taiwan | 鉅亨網
高盛集團 said in a report that the cost of global seaborne oil transport surged 6 times in a year amid the Middle East war, with average shipping costs topping $20 per barrel. Analysts warned that geopolitical risks would support higher oil prices, but their base-case forecast sees Brent crude falling to $90 per barrel by year-end.
Facts
高盛集團 said the cost of shipping oil globally by sea surged about 6 times over the past year amid the war in the Middle East.
The average cost of shipping crude oil has now surged to more than $20 per barrel, far above the $3 a year ago.
The increase in shipping costs includes a war-risk premium of as much as $7 for the Strait of Hormuz.
高盛’s base-case forecast sees Brent crude falling to $90 per barrel before the end of the year.
Nearly 1 in 6 tankers sailing in the Persian Gulf and Gulf of Oman are now engaged in ship-to-ship transfers each day.
鑫創電子 sees new project count surge 5 times, expands presence in 3 core markets
Published ・ Source Taiwan | 鉅亨網
鑫創電子(6680-TW) announced that the number of new projects and product development initiatives this year has exceeded the level for the same period last year by 5 times. With the adoption of edge AI accelerating globally in defense, smart transportation and industrial automation, the company is actively expanding its presence in these 3 core markets.
Facts
鑫創電子’s new projects and product development initiatives this year have exceeded the level for the same period last year by 5 times.
鑫創電子 is actively expanding its presence in 3 core markets: defense, smart transportation and industrial automation.
鑫創電子’s rugged edge AI platform has been used in an unmanned ground vehicle project for an international defense systems integrator.
鑫創電子 is targeting smart transportation and industrial automation applications including autonomous driving, smart rail transportation, machine vision and autonomous mobile robots (AMRs).
Autonomous systems such as military unmanned vehicles, self-driving vehicles and industrial robots must operate under conditions including limited communications, extreme environments and real-time decision-making.
Combining 12-inch hybrid bonding technology, 長鑫存儲 accelerates its push into advanced memory and 3D DRAM
Published ・ Source Taiwan | 鉅亨網
長鑫存儲 announced progress in its 4F² DRAM technology and expects to launch DDR5 RDIMMs by the end of 2026. Helped by market supply and demand adjustments, revenue topped 100 billion yuan in the first half, market share rose to 9.9%, and the company is accelerating its push into advanced memory.
Facts
長鑫存儲 announced technical progress in the design of its 4F² DRAM architecture and plans to launch next-generation DDR5 RDIMM server memory by the end of 2026.
長鑫存儲’s 4F² vertical surrounding gate (VSG) architecture reduces the area of a single memory storage cell by about one-third and can increase storage density by 30% to 50%.
長鑫存儲 reported revenue of RMB 150.310 billion in the first half of 2026 and net profit attributable to parent company shareholders of RMB 77.605 billion.
長鑫存儲 captured 9.9% of the global DRAM market in the second quarter of 2026, with revenue of $14.545 billion.
Trump donor opens fire 2 weeks before election: Republicans were wrong to cut taxes last year, and Trump’s tariff war with allies is a “disaster”
Published ・ Source Taiwan | 鉅亨網
城堡投資 CEO Ken Griffin publicly criticized Republican policies 2 weeks before the midterm elections, saying Trump’s tariff war with allies had fueled inflation and disrupted supply chains, and calling last year’s tax cuts a fiscal mistake. He predicted Republicans would lose control of at least one chamber of Congress and also criticized Trump’s handling of explanations about the Iran war and immigration.
Facts
Griffin predicted Republicans are almost certain to lose control of at least one chamber of Congress.
Griffin accused Republicans of making a mistake by further cutting taxes last year, saying there was no fiscal room to do so.
The U.S. consumer price index rose 3.7% year over year in September, with inflation wiping out workers’ hourly wage gains.
The biggest scam in AI? Global large language model rankings face scrutiny, as high scores do not mean models are useful
Published ・ Source Taiwan | 鉅亨網
Hugging Face executives questioned the limitations of global large language model rankings, saying high scores do not mean a model is useful. With the rise of AI agents, evaluations need to cover task completion rates, cost and safety, and companies should focus more on practical results.
Facts
Hugging Face Chief Policy Officer Irene Solaiman said at TechCrunch Disrupt that current AI evaluations have limitations and that high scores may not reflect real-world work capabilities.
In AI agent applications, the same underlying model can produce markedly different results when paired with different tools, prompting strategies and execution frameworks.
The main difference between AI agents and traditional chatbots is that they no longer just answer questions but also begin to perform tasks, which may involve accessing databases, browsing websites and more.
When making purchases, companies often care more about whether a model can connect to existing systems, handle real data, perform tasks reliably, and meet security and compliance requirements than about a few points’ difference on a leaderboard.
南亞 benefited from price increases by 建滔 and rising AI demand, with its shares hitting the daily limit intraday. Foreign investors raised their target price to NT$390, while analysts were optimistic about progress in its high-end CCL products and Q4 operations.
Facts
南亞 touched its daily limit-up price of NT$325.5 intraday today.
Foreign brokerages Macquarie and UBS both raised their target prices for 南亞 to above NT$390.
建滔 is reported to have notified customers of price increases, with fiberglass cloth prices rising more than 10% in October.
南亞 has shipped M7- and M8-grade CCL, while M9 and M10 products are undergoing customer certification.
南亞’s daily trading volume has exceeded 100,000 lots for 7 consecutive trading days.
Sony sells more than 400 XR patents to Meta, posing a problem for Apple Vision Pro gaming
Published ・ Source Taiwan | 鉅亨網
Sony sold 419 XR patents to Meta, prompting speculation that it is exiting VR hardware. The move could affect Apple Vision Pro gaming experiences that rely on PS VR2 controllers, and Apple is assessing possible responses, including third-party support or developing its own controllers.
Facts
Sony has transferred 419 XR-related patents to Meta.
The patent deal covers 180 U.S. patents and 239 patent applications in the same patent families.
Vision Pro supports PS VR2 Sense controllers through visionOS 26.
Apple sells a bundle of controllers and a charging dock for $249.95 in its official U.S. online store.
PS VR2 supplies have been tight in recent months, and the headset and controllers are reported to have gone out of production.
Comedian 黃逸豪 targeted in cross-border repression using staged car crash; prosecutors indict 5 defendants
Published ・ Source Taiwan | 公視新聞
Comedian 黃逸豪 was targeted in cross-border repression using a staged car crash. Prosecutors have concluded their investigation and indicted 5 defendants, accusing them of acting at the direction of a Chinese individual known as “K” in an attempt to suppress dissent through violence.
Facts
5 defendants
Contributed NT$450,000
In exchange for an advance payment of NT$250,000
For a payment of NT$100,000
Prosecutors recommended sentences ranging from 2 years 7 months to 5 years 6 months
Alberta independence referendum fails; BBC: Carney wins support for taking a tough stance toward the U.S.
Published ・ Source Taiwan | 公視新聞
Alberta’s independence referendum failed, with Prime Minister Carney winning public support. The province holds the world’s 4th-largest proven oil reserves and has long been at odds with the federal government. Separatist leader 拉斯 said the movement would now seek power through the political system.
Train delays during southern rail line’s underground conversion trigger traffic backlog around Yongkang’s Kangqiao Boulevard level crossing
Published ・ Source Taiwan | 公視新聞
As part of the permanent-track switchover for the Tainan Station rail undergrounding project, Taiwan Railways trains are traveling at reduced speeds for safety, causing severe traffic congestion around the level crossing on Kangqiao Boulevard in Yongkang. Taiwan Railways said trains will speed up in stages and are expected to return to normal operating speeds on Nov. 7. The Transportation Bureau urged the public to take detours and said it would adjust traffic signals to ease congestion.
Facts
40 kilometers per hour
Speed increased to 80 kilometers per hour on the 24th
80 kilometers per hour
Expected to resume normal operating speeds on Nov. 7
Italy amends law to deter violent protests, plans to authorize preventive detention of minors
Published ・ Source Taiwan | 公視新聞
The Italian government plans to implement new security rules authorizing police to detain minors aged 14 to 17 preventively and adding “violent participation in demonstrations” as a criminal offense, in response to large-scale violent protests in Milan influenced by student protests in France.
Facts
About 50 demonstrators arrested
More than 30 were minors
Before the end of 2026
Deploy 500 additional soldiers
Up to 5 years in prison
And a fine of 20,000 euros
About NT$730,000
Preventive detention of minors aged 14 to 17
Anyone aged 14 or older is presumed to be capable of understanding their own actions
The new law will be formally enacted by parliament within 60 days
Lawmakers focus on general education students’ right to education in inclusive settings; Education Ministry plans to issue guidelines on handling emotional and behavioral issues
Published ・ Source Taiwan | 公視新聞
DPP lawmaker Lin Yi-chin raised concerns about the right to education of general education students in inclusive settings. Education Ministry Deputy Minister Chang Liao Wan-chien said guidelines for handling emotional and behavioral issues would be issued, and that starting in the 113 academic year, the ministry would hire up to 1600 monthly paid special education assistants under a special program to address staffing shortages and rules for serving students with suspected disabilities.
Facts
A total of 1600 assistants
Starting in the 113 academic year
Hire additional staff over 4 years
800 have been hired over the past 2 years
Another 400 will be hired this year (2026)
The ratio of special education students and students suspected of having special needs to staff at senior high schools and below is 10 to 1
156 emotional support teachers trained nationwide
Support tier 3 prevention at senior high schools and below across 22 cities and counties
Some marked pedestrian paths in Taichung are just 16 centimeters wide; city pledges to consider adjustments
Published ・ Source Taiwan | 公視新聞
Some marked pedestrian paths on 雅環路二段 in Daya District, Taichung City, are just 16 centimeters wide, creating conflicts between pedestrians and vehicles and posing safety risks. Local residents and shopkeepers say the paths are inconvenient, and the city’s Construction Bureau will consult with the Transportation Bureau on possible adjustments.
Facts
The narrowest point is just 16 centimeters wide
Width reduced to around 37 centimeters
The principle is to provide at least 100 centimeters
Financial Supervisory Commission promotes “designated contact person” system, with banks notifying contacts before fixed deposits are withdrawn or large transfers are made
Published ・ Source Taiwan | 公視新聞
The Financial Supervisory Commission is promoting a designated contact person system to combat fraud. So far, 24 banks have launched the service and more than 12,000 customers have signed up. More than 38,000 people have applied through the top 3 insurers, and the commission is encouraging life insurers to establish the system.
A Sudanese drone struck a fuel depot in South Sudan’s Abyei Special Administrative Area near the border, killing 153 and prompting strong protests from South Sudan. The United Nations condemned the ongoing drone attacks.
Facts
The fire continued into the 20th
The attack took place at around 11 a.m. on the 19th
In 2011, the south officially became independent after a referendum
Lin Guozhang previews joint appearance with Shen Boyang; Wu Tsung-hsien invites Han Kuo-yu to campaign on the 25th
Published ・ Source Taiwan | 公視新聞
DPP Yilan County magistrate candidate Lin Guozhang said he planned to invite Taipei mayoral candidate Shen Boyang to Yilan, bringing the “ocean current” together with the warm current. KMT candidate Wu Tsung-hsien announced that Legislative Speaker Han Kuo-yu would campaign for him on the 25th.
Facts
Many people went to the Xinan campaign headquarters of DPP Yilan County magistrate candidate Lin Guozhang on the morning of the 21st
Such as free National Health Insurance for people aged 65 and older
4 flood-diversion embankments in Guangfu remain unfinished; residents fear heavy rain from Typhoon Kajiki could cause flooding
Published ・ Source Taiwan | 公視新聞
4 flood-diversion embankments in Guangfu Township remain unfinished, raising residents’ fears that heavy rain from Typhoon Kajiki could cause flooding and prevent internal drainage. The Hualien County government said drainage problems during construction were expected and described preparations at evacuation centers.
彰化榮成紙廠 accused of illegally discharging wastewater; company says a pipe ruptured and has been repaired
Published ・ Source Taiwan | 公視新聞
彰化二林榮成紙廠 was accused of illegally discharging wastewater. The company said a ruptured pipe was responsible and has been repaired. The Environmental Protection Bureau confirmed the equipment failure and said it would impose a penalty under the Water Pollution Control Act, while environmental groups called for the mill to suspend operations.
Li Wenzong and his sister plead guilty at second-trial hearing; Ko Wen-je says it is surrender, not an admission of guilt
Published ・ Source Taiwan | 公視新聞
At the second-trial hearing for Li Wenzong and his sister, Li Wenjuan pleaded guilty to all charges, while Li Wenzong pleaded guilty to some charges. Ko Wen-je said this was surrender, not an admission of guilt, and stressed that he would never give up. A total of 7 defendants, including Ko, have appealed along with prosecutors.
Typhoon Kajiki sea warning expected as early as tonight; 氣象署 says impact likely to peak Friday and Saturday
Published ・ Source Taiwan | 公視新聞
Typhoon Kajiki is moving west-northwest at 23 kilometers per hour, with maximum sustained winds near its center of 60 meters per second. 氣象署 expects to issue a sea warning as early as tonight and has not ruled out a land warning tomorrow. The storm’s impact is expected to be most severe from Friday through early Saturday.
Facts
Typhoon Kajiki, still more than 1,000 kilometers from Taiwan
Moving west-northwest at 23 kilometers per hour
Maximum sustained winds near the center have reached 60 meters per second
The average radius of force 7 winds is 280 kilometers
4 killed in workplace accident at 台積電’s Nanzih plant; bolts suspected of snapping, causing workers and steel beam to fall
Published ・ Source Taiwan | 公視新聞
A workplace accident occurred at 台積電’s F22 P4 construction site at its Nanzih plant when steel-beam bolts broke, causing 4 workers to fall with the beam. All 4 died. The Southern Taiwan Science Park Bureau ordered contractor 上昊機械 to suspend work pending an investigation; work may resume after its improvement plan is reviewed.
Facts
Major workplace accident occurred on the 20th
3 died that night after being critically injured
Pronounced dead in the early hours of the 21st
上昊 has been operating since 2022
1 violation of the Labor Standards Act
Fined NT$40,000
8 violations of the Occupational Safety and Health Act
Suspected of vote-buying at 1,500 per vote, Yilan township representative candidate detained
Published ・ Source Taiwan | 公視新聞
Yilan township representative candidates surnamed Xie and Feng were suspected of vote-buying at 1,500 per vote, violating the Public Officials Election and Recall Act. Xie was detained and barred from receiving visitors, while Feng was released on 100,000 bail.
Chiang Wan-an confirms leave from Nov. 12 to campaign; vows to serve full 4-year term if reelected
Published ・ Source Taiwan | 公視新聞
Taipei Mayor Chiang Wan-an delivered a special report to the city council and responded to councilors’ questions about relocating Songshan Airport. He also confirmed that he would take leave starting Nov. 12 to campaign, and vowed to serve a full 4-year term if reelected.
Opposition lawmakers question inconsistent standards for determining vote-buying; Ministry of Justice says fixed amounts could invite loopholes
Published ・ Source Taiwan | 公視新聞
Opposition lawmakers questioned inconsistent standards for determining vote-buying. Justice Minister Cheng Ming-chien responded that setting a fixed amount could invite loopholes, and stressed that enforcement would be stepped up.
Facts
Prosecutors applied to the Pingtung District Court for detention and a ban on visits in the early hours of the 20th; the request was granted
Ordered released on 50,000 bail
Article 99 of the Election and Recall Act
In 2022, the Supreme Prosecutors Office had already listed 28 types of election interference
As well as 6 types of conduct that do not constitute vote-buying offenses
Vote-buying and other election interference cases indicted in the 2022 nine-in-one elections
A total of 1,064 people were indicted for vote-buying and other election interference in the 2022 nine-in-one elections
Public carry sedan chair in protest against bullying outside a Zhongli temple; 2 organizers suspected of incitement to break the law and detained by prosecutors
Deliberations on permits for crew dispatch businesses and other matters: 200th meeting of the Crew Members Subcommittee of the Maritime Division, Transport Policy Council
Notice of corrective measures (Sumitomo HA60W-10 and others)
Published ・ Source Japan | 国土交通省
住友建機株式会社 reported corrective measures to the Ministry of Land, Infrastructure, Transport and Tourism for a defect in which the engine brake does not work because of a flaw in the travel-controller control design of an asphalt finisher. The measures will cover 1417 vehicles and involve reprogramming.
Call for participants: Overseas Real Estate Industry Public-Private Network (J-NORE) Singapore seminar — also a networking opportunity for companies
Published ・ Source Japan | 国土交通省
The Overseas Real Estate Industry Public-Private Network (J-NORE), established by the Ministry of Land, Infrastructure, Transport and Tourism, will hold a seminar focused on Singapore on Nov. 30, Reiwa 8, and is seeking participants.
Holding of the 3rd Corporate Evaluation Working Group meeting of the Study Group on the Future of the Construction Industry as a Sustainable Growth Industry — discussing a corporate evaluation system to realize the construction industry’s goals
Holding of the 122nd Amami Islands Promotion and Development Council meeting — reporting on measures taken for the promotion and development of the Amami Islands in fiscal year Reiwa 7
Published ・ Source Japan | 国土交通省
The Ministry of Land, Infrastructure, Transport and Tourism will hold the 122nd Amami Islands Promotion and Development Council meeting on October 30 to report on measures for promoting and developing the Amami Islands in Reiwa 7 and other matters.