輝達 CEO Huang Jen-hsun delivered a speech at the GTC conference in Berlin. 高盛 said in a report that supply chain capacity expansion, faster data center deployment and growth in physical AI revenue were the 3 key takeaways, and maintained its Buy rating and $300 price target.
Facts
高盛 maintained its Buy rating on 輝達, with a price target of $300.
輝達’s physical AI revenue reached $11 billion in the first half of fiscal 2027.
The DSX POD reference design cuts data center deployment time to 2 weeks.
Amkor’s CoWoS-R packaging capacity will expand to 3 times its current level.
The DSX Factory Platform saves about 30% in power in deployments at a 2GW scale.
高盛 estimates that 輝達 revenue will rise to $718.3 billion in fiscal 2028.
Critical semiconductor lithography material faces shortage: photoacid generators emerge as a hidden flashpoint for AI
Published ・ Source Taiwan | 鉅亨網
A supply chain crisis is looming for photoacid generators (PAG), a critical semiconductor lithography material, amid price increases by Japanese suppliers, export controls and U.S. environmental lawsuits, affecting AI chip and HBM production capacity.
Facts
The global PAG market is projected to grow from $380 million in 2026 to $780 million in 2035, at a compound annual growth rate of 8.2%.
Major Japanese photoresist makers will collectively raise product prices starting in 2026. Prices for high-end ArF long-term contracts will increase 16% to 22%, while price increases for immersion ArF photoresists used in HBM processes will reach as much as 24%.
As regulators tighten export controls and approvals, approval periods for related products have grown from 30 days to 90 days, while lead times have extended from the traditional 1 to 2 months to 6 to 8 months.
Japanese companies control more than nine-tenths of the global high-end PAG supply chain market, with TOK alone accounting for about one-fifth of the global market.
U.S. environmental group Earthjustice filed a lawsuit in August 2026 with the U.S. Court of Appeals for the Ninth Circuit, challenging U.S. EPA approval of 2 new PAG chemicals used in semiconductor manufacturing.
Research by a team led by IMEC scholar Fabian Holzmeier found that excessive fluorinated structures can trigger photo-induced ionization fragmentation, causing molecules to break down into intermediates that cannot generate strong acids and instead reducing photoresist sensitivity.
Asian regional materials manufacturers such as 強力新材, 鼎龍股份 and 威邁芯材 have made breakthroughs and achieved mass production of PAGs for mature process nodes, including g/i-line and KrF.
Value Investing: Latest Industry Research Report — 聯鈞 (3450-TW): Optical communications shipments heat up as laser packaging prepares for capacity expansion opportunities
Published ・ Source Taiwan | 鉅亨網
To meet rising demand in the optical communications market, 聯鈞 (3450-TW) is actively expanding laser packaging capacity. September revenue nearly doubled, and the company is working with U.S. firm Coherent to drive shipments of high-speed optical communications products.
Facts
聯鈞 (3450-TW) reported September revenue of about NT$1.289 billion, nearly double the same period last year.
聯鈞 participates in the supply chain through optical module customers, including U.S. optical communications company Coherent.
聯鈞 is continuing to increase laser packaging capacity. If customer orders come through, the expansion could translate into revenue.
Wall Street titan Griffin says AI bubble is real, but that does not mean investors should sell their holdings
Published ・ Source Taiwan | 鉅亨網
城堡投資 founder Griffin acknowledged that an AI bubble exists but stressed that companies that survive it will dominate future markets, and therefore advised against selling holdings. He also warned of potential GPU oversupply and energy risks.
Facts
城堡投資 founder Griffin said investors are almost certainly in an AI bubble, but did not recommend selling AI stocks.
Griffin compared GPUs to airline seats, warning that prices could plunge if supply exceeds demand.
Gartner estimates global AI spending will approach $1.5 trillion in 2025.
The Situational Awareness fund sold most of its public equity portfolio to 城堡投資 at a discount of about one-tenth.
高盛 expects growth in AI infrastructure capital spending to slow from 75% in the third quarter of 2025 to 25% by the end of 2026.
Employees’ hidden anxiety: fear of layoffs! How can you prepare a way out?
Published ・ Source Taiwan | 鉅亨網
永誠資產管理處 has offered financial planning advice for technology workers facing layoff risks and concentrated assets, including setting up a career transition fund and diversifying assets. It stressed that true peace of mind comes from having choices.
Facts
永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.
永誠資產管理處 has worked extensively in Taiwan’s major technology parks for 20 years.
永誠資產管理處 does not act as an agent for financial products and does not base its services on product sales.
The case study subject, Bairui, works as an engineer at a well-known foreign technology company and is single with no children.
A career transition fund is intended to give you the flexibility to choose a job even if you temporarily have no income.
Taiwan stocks opened higher but fell on the 22nd amid weakness on Wall Street and typhoon impacts, closing at 46041.43, down 846.34 points. 三大法人 recorded combined net sales of NT$100.159 billion, with 外資 posting the largest net sales at NT$81.656 billion.
Facts
Taiwan stocks fell 846.34 points, or 1.81%, on the 22nd, closing at the session low of 46041.43.
三大法人 recorded combined net sales of NT$100.159 billion.
外資 recorded net sales of NT$81.656 billion today.
自營商 recorded net sales of NT$27.378 billion today.
投信 recorded net purchases of NT$8.874 billion today.
Unlike 亞馬遜, 沃爾瑪 rolls out new AI shopping tools, allowing agents such as ChatGPT and Gemini to place orders directly
Published ・ Source Taiwan | 鉅亨網
沃爾瑪 launched its Agent Gateway platform and Agent Profiles feature, allowing AI assistants such as ChatGPT and Gemini to shop directly, while offering spending controls—a contrast with 亞馬遜’s strategy of blocking AI agents.
Facts
沃爾瑪 launched its own Agent Gateway platform and several new features on the 21st to help customers manage transactions when shopping with AI agents.
沃爾瑪 introduced the Walmart Agent Gateway platform, allowing AI assistants such as ChatGPT, Gemini and Muse to connect directly to the systems of 沃爾瑪 and 山姆俱樂部.
沃爾瑪 will launch the Walmart Agent Profiles feature next month, allowing consumers to authorize individual AI agents to shop on their behalf and set spending limits or review each transaction.
沃爾瑪’s AI agents cannot access payment card information, and all account holders can use these tools without subscribing to Walmart+.
Its biggest competitor, 亞馬遜, recently began blocking AI agents that place online orders for shoppers, in contrast with 沃爾瑪.
AI concerns resurface, sending funds into Treasuries, the yen and the Swiss franc as safe havens
Published ・ Source Taiwan | 鉅亨網
Doubts about AI profits have shaken stock markets, prompting funds to shift into safe-haven assets such as U.S. Treasuries and the yen. Treasury yields fell and the yen strengthened, reflecting a rise in market risk aversion.
Facts
Renewed doubts about the profit outlook for artificial intelligence (AI) investments have triggered volatility in stock markets.
Safe-haven funds have flowed into U.S. Treasuries, the yen and the Swiss franc.
The 30-year U.S. Treasury yield fell to 5.38%, its lowest since Sept. 23.
Australian and New Zealand government bond prices rose in tandem.
The yen rose as much as 0.3% against the U.S. dollar.
Eugene Leow, a senior rates strategist at 星展銀行, said concerns about profitability and return on investment (ROI) were gradually emerging.
The Bank of Japan and other major central banks around the world are expected to raise interest rates further.
Bloomberg's index tracking U.S. Treasury returns rebounded about 1.2% in October.
Companies mentioned：星展銀行、DBS Bank Ltd.、澳洲國家銀行、National Australia Bank、Credit Agricole
Taiwan stocks after the close: Typhoon 薔琵 sparks a nearly 1,300-point swing; index falls 846 points to a closing low of 46,041.43
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks fell on the 22nd as U.S. equities weakened and Typhoon 薔琵 approached, opening higher before retreating to close down 846.34 points at 46,041.43. Foreign investors cut their holdings amid concerns about the market closure and international uncertainties, sending heavyweight stocks including 台積電, 鴻海 and 聯發科 lower across the board. Trading value reached NT$879.231 billion.
Facts
Taiwan stocks fell 846.34 points at the close on the 22nd, ending at a low of 46,041.43.
Taiwan stocks swung 1,290.75 points between their high and low today, with trading value of NT$879.231 billion.
The 中央氣象署 issued a land typhoon warning at 11:30 a.m. on the 22nd.
台積電 shares closed at NT$2,385, down NT$35, or 1.45%, from the previous day.
聯發科 fell NT$130, or 3.14%, to close at NT$4,010.
景碩 fell NT$24, or 2.38%, to NT$986, dropping out of the NT$1,000-plus stock club.
聯茂 shares fell NT$46, or 5.59%, from the previous day.
諾基亞 reported third-quarter profit above expectations, with revenue of 5.2 billion euros, benefiting from demand for AI infrastructure. The company expanded its restructuring to 1.1 billion euros and partnered with 輝達 to capitalize on the trend of AI computing extending into communications networks.
Facts
諾基亞's adjusted operating profit rose to 605 million euros in the third quarter, beating analysts' estimate of 454 million euros.
諾基亞's third-quarter net sales rose 10% year over year to 5.2 billion euros.
諾基亞's full-year restructuring costs are expected to reach as much as 1.1 billion euros, above the previous estimate of 800 million euros.
諾基亞 is partnering with 輝達 to develop mobile network equipment using 輝達's advanced chips.
諾基亞 expects its optical communications and IP networking businesses to grow by as much as 30% in 2027.
Global AI fervor cools and stimulus falters, pushing Chinese stocks gradually into a bear market
Published ・ Source Taiwan | 鉅亨網
Cooling global enthusiasm for AI and weak stimulus have pushed Chinese stocks into a bear market. The CSI 300 has fallen 20% from its June peak, while the STAR 50 has plunged 40% in six months. 寧德時代 slumped 12% as profits fell short of expectations following the withdrawal of subsidies. Analysts warned that without a new catalyst, the downturn could last until 2027.
Facts
Chinese stocks are gradually entering a bear market amid a global selloff in AI-related shares and a lack of stimulus policies.
The CSI 300 has fallen 20% from its June peak.
The STAR 50, which is weighted toward technology hardware, has plunged about 40% over the past six months.
Battery leader 寧德時代's shares plunged 12% after the withdrawal of policy subsidies left quarterly profit growth below expectations.
Without a new catalyst, the market downturn could persist into early 2027.
The Hang Seng China Enterprises Index and the CSI 300 have both fallen more than 10% so far this year.
Ride-hailing platforms to face regulation: Transport Ministry proposes rule changes, easing one taxi's affiliation with multiple fleets
Published ・ Source Taiwan | 鉅亨網
The Transport Ministry announced proposed rule changes that would bring online ride-hailing platforms under regulations governing taxi passenger transport services to strengthen accountability, while easing the one-taxi-one-fleet restriction. The changes are expected to take effect from late November to early December.
Facts
The Transport Ministry announced proposed amendments to parts of the draft Regulations Governing Applications for Approval to Operate Taxi Passenger Transport Services.
Online ride-hailing platforms that actually dispatch taxis must obtain a business license as required by law.
The proposed changes would ease the one-taxi-one-fleet restriction, allowing a taxi to work with multiple dispatch operators at the same time.
The draft plans to strengthen management of service fees and protect passengers' rights to ride.
The proposed rule changes are expected to take effect in late November or early December.
Real estate: A lower-floor unit at 潤泰新's Songtao Garden holds at NT$2.44 million per ping, ranking fourth among this year's luxury-home deals
Published ・ Source Taiwan | 鉅亨網
A luxury home in Taipei's Zhongzheng District, Songtao Garden, sold for NT$2.4433 million per ping in June this year. Although this was the lowest registered price per ping in the community, it still ranked fourth among Taipei luxury-home transactions this year, reflecting asset-allocation considerations in the luxury housing market.
Facts
In June this year, an individual bought a fifth-floor unit at Songtao Garden, a luxury home overlooking the Taipei Botanical Garden in Taipei's Zhongzheng District, for NT$461.8 million in an all-cash deal. The unit was previously owned by 潤泰新.
The Songtao Garden transaction included 6 parking spaces and a total area of 258.22 ping. The price was NT$2.4433 million per ping, the lowest registered price per ping in the community.
At NT$2.4433 million per ping, the Songtao Garden unit provisionally ranks fourth this year among Taipei luxury-home deals priced above NT$2 million per ping.
陶朱隱園 ranks first among Taipei luxury-home deals this year, at NT$3.0056 million per ping.
U.S. midterm elections approach: 群益證 says stocks have gained an average of more than 15% in the year after elections over the past 70 years
Published ・ Source Taiwan | 鉅亨網
群益證 said historical U.S. stock performance after midterm elections has been strong, with the S&P 500 posting an average gain of 15.1%. Given that corporate earnings and policy trends matter more than short-term sentiment, it advised investors to focus on industries with bipartisan support, including technology, semiconductors and infrastructure, and to use Asian technology funds to invest in medium- and long-term growth opportunities.
Facts
The S&P 500 has posted positive returns in the year after every midterm election over the past 70 years, with an average gain of 15.1%
The fourth quarter of midterm election years has delivered an average return of 6.6%
群益證 recommends investing along three themes: technology growth, diversified allocation and bond income
Technology competitiveness, semiconductor supply-chain security, energy infrastructure and the defense industry have bipartisan support
It recommends investing through Asian technology equity funds to capture medium- and long-term growth opportunities in AI and the semiconductor industry
Do children who get too little sleep or show aggressive behavior during adolescence? NTU: Linked to dysfunctional family experiences in childhood
Published ・ Source Taiwan | 公視新聞
A study by 台大公衛學院 found that childhood adversity is linked to sleep duration and aggressive behavior during adolescence, and recommends paying attention to children's sleep and family circumstances from preschool age.
Facts
“Worse than death” for 69 consecutive months
Long-term follow-up of 16,000 children born in 2005
Most pronounced among boys aged 3 to 8
For example, developing symptoms of depression at age 12
Teacher groups protest, call for scrapping school affairs meetings, criticize new system for lacking procedural safeguards and clear accountability
Published ・ Source Taiwan | 公視新聞
Teacher groups protested the rollout of version 3.0 of school affairs meetings, criticizing the new system for lacking procedural safeguards, having unclear accountability and making frivolous lawsuits more likely. They called for its abolition or clear authorization for schools to reject frivolous complaints. Parent groups supported the direction of the revisions but called for clear standards, while 教育部 said it would continue improving the system for routing cases.
Facts
Teacher groups gathered outside 教育部 on the 22nd
Version 3.0 of school affairs meetings
Set to take effect in early October
School affairs investigations can drag on for 4 months
The school affairs meeting system has been revised 3 times in the past 2 years
Parents say child was injured in 2 attacks by classmates; school says it filed a report, Education Bureau also steps in
Published ・ Source Taiwan | 公視新聞
Kaohsiung City Councilor Wang Yi-hsiung of the Kuomintang recommended that the school form an investigation team under anti-bullying guidelines. The school said it had filed a school safety report and that the Education Bureau had stepped in to mediate. Both families are scheduled to meet again next week.
Education Ministry plans saliva rapid tests on campuses; Cheng Ying-yao: to begin after amendments to Drug Hazard Prevention Act
Published ・ Source Taiwan | 公視新聞
教育部 plans to introduce saliva rapid tests on campuses. Minister Cheng Ying-yao said 8000 tests have been purchased and screening of specified individuals will begin after amendments to the Drug Hazard Prevention Act. Legislators said juvenile drug reoffending rates are rising and called for stronger prevention measures.
Putin agrees to restart US-Russia-Ukraine three-way talks, tentatively set for mid-November in Abu Dhabi
Published ・ Source Taiwan | 公視新聞
US envoy Steve Witkoff and Russian President Vladimir Putin met in St. Petersburg, agreeing to restart US-Russia-Ukraine three-way talks, tentatively scheduled for mid-November in Abu Dhabi. Trump said a ceasefire was within reach, while Zelenskyy stressed that security guarantees and participation in the talks were necessary. Russia released US citizen Hubbard, but Russian forces continued attacks on Kyiv and warned that the Japanese company Terra Drone would be acting hostilely by delivering drones to Ukraine.
Facts
Talks lasted about 3 hours
Willing to restart three-way talks after November 10
74-year-old US citizen Hubbard released
Detained since 2022
Sentenced by a Russian court in 2024 on mercenary charges
Illegal activity suspected in 2019 Hualien Fenglin solar project; prosecutors seek detention of former township chief Hsiao Wen-lung and 8 others
Published ・ Source Taiwan | 公視新聞
Illegal activity is suspected in the 2019 Hualien Fenglin solar project, and prosecutors have sought the detention of former township chief Hsiao Wen-lung and 8 others. Investigators suspect the operators improperly created breaks in the money trail and allegedly bribed local leaders, including former township chief Hsiao Wen-lung and former county farmers' association secretary-general Kuan Chun-yen, to smooth over local opposition. The suspected illegal amount was as high as 3, 4000萬.
Facts
Relevant records reviewed at 55 locations
A total of 34 people were taken to 花蓮地檢署
Offenses carrying a minimum sentence of 5 years' imprisonment
During County Magistrate Hsu's 8-year tenure
Only 1 large Type 1 ground-mounted solar development project
Global energy prices soar; UK approves North Sea Crow gas field development
Published ・ Source Taiwan | 公視新聞
The UK government has approved the development plan for the Crow natural gas field, with a total investment of 2.1 billion pounds. The project is expected to boost domestic gas production and meet part of demand, but has sparked protests by environmental groups and controversy over climate commitments.
Influenced by Typhoon Fengpi and the northeast monsoon, strong wind advisories have been issued for 22 counties and cities. 四河署 has activated emergency response measures in high-risk areas downstream of the Zhuoshui River for windblown dust, including 49.2 kilometers of water-spraying lines and multiple vehicles and pieces of equipment. It has also notified 144 gravel yards and construction sites to step up prevention measures. 雲林縣環保局 urged vulnerable groups to take precautions.
The Liuhsing, a public ferry on the Dongliu route in Pingtung, ran aground amid rough seas while avoiding driftwood. All 40 people aboard were rescued. Typhoon Fengpi prompted several ferries on the Dongliu route to suspend service, while Penghu also canceled 33 flights, affecting about 2500 passengers.
Typhoon Krosa prompts simultaneous sea and land warnings; windward areas to see heavier rain and winds as evening progresses
Published ・ Source Taiwan | 公視新聞
Typhoon Krosa has prompted simultaneous sea and land warnings. The Central Weather Administration issued high-wave alerts for eastern Taiwan, Orchid Island and Green Island, and has issued a land typhoon warning. Strong winds have hit areas including Hualien and Keelung, with fishing boats taking shelter in port. Operators estimate they will be unable to go to sea for the next several days. Lin Bing-yu, section chief at the Central Weather Administration's Forecast Center, said that the typhoon could slow down or linger from the 23rd to the early hours of the 24th as steering currents weaken and terrain has an effect. Rainfall on windward areas is expected to grow heavier as Thursday evening progresses.
Facts
Waves had already exceeded 3 meters this morning
They will be unable to go to sea for about 5 to 6 days
The center of Typhoon Krosa is currently more than 500 kilometers from Taiwan
Especially during the period from the 23rd to the early hours of the 24th
National Security Bureau investigating nearly 100 cases of alleged Chinese election interference; Tsai Ming-yen hopes cases will be referred for prosecution before election
Published ・ Source Taiwan | 公視新聞
The National Security Bureau said China's methods of interfering in Taiwan's elections are becoming increasingly precise, and that it is investigating nearly 100 cases, hoping they will be referred for prosecution before the election. The Mainland Affairs Council said China is offering inducements or applying pressure aimed at specific candidates, and is using AI to create false information and escalate cross-border repression.
Facts
6 major types of cybersecurity violations
We have nearly 100 cases under investigation here
Prosecutors concluded their investigation and indicted 5 defendants
Fair Trade Commission rejects Grab's acquisition of foodpanda; cross-border mergers to be reviewed case by case
Published ・ Source Taiwan | 公視新聞
The Fair Trade Commission rejected Grab's acquisition of foodpanda, citing the competitive relationship between Grab's largest external shareholder, Uber, and foodpanda as the key reason. Complex ownership structures in future cross-border mergers will be reviewed case by case.
Facts
The Fair Trade Commission rejected Grab's acquisition of foodpanda on the 21st
The Legislative Yuan's Economics Committee discussed the matter on the 22nd
Crane truck swept into the sea by waves at Yilan's Suao Port; rescuers continue search for driver
Published ・ Source Taiwan | 公視新聞
Typhoon Krosa hit Yilan, where a crane truck was swept into the sea by waves at Suao Port. Rescuers continued searching for the missing worker. Fishing boats were also damaged at Nanfang'ao Fishing Port. The county government opened a disaster response center and announced the closure of parks and islands.
Typhoon Krosa approaches; classes and work suspended on Green Island and Orchid Island from this afternoon
Published ・ Source Taiwan | 公視新聞
As Typhoon Krosa approaches, seawater flowed back into parts of Taitung City, causing flooding, and the county government closed some trails. Ferry services to Green Island and Orchid Island were suspended, and township heads announced that work and classes would be suspended from this afternoon. Large waves affected Changbin Fishing Port, snapping the mooring lines of some fishing boats.
Shen Po-yang proposes separating typhoon days off from Taiwan stock market; Chiang Wan-an says talks with central government possible
Published ・ Source Taiwan | 公視新聞
As severe Typhoon Krosa approaches, Taipei Mayor Chiang Wan-an inspected typhoon preparations and said an announcement on work and school closures would be made at 8 p.m. in accordance with weather standards. New Taipei Mayor Hou You-yi said rainfall thresholds had been met in some areas. Shen Po-yang, the DPP's Taipei mayoral candidate, suggested that typhoon days off could be decoupled from stock market trading in the future. Chiang responded that the matter could be discussed with the central government.
Facts
Whether work and classes will be suspended on the 23rd
At 8 o'clock sharp
Meeting the 350-millimeter threshold for suspending work and classes
[株式会社シルバーライフ] Annual Securities Report—19th Fiscal Period (2025/08/01–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社シルバーライフ filed its annual securities report for the 19th fiscal period (2025/08–2026/07) on Oct. 22, 2026. It began consolidating results this fiscal year and posted revenue of approximately 16.2 billion yen and ordinary profit of approximately 1.19 billion yen.
Facts
株式会社シルバーライフ filed its annual securities report for the 19th fiscal period on Oct. 22, 2026.
The equity ratio at the end of the 19th fiscal period was 69.69%.
The number of employees at the end of the 19th fiscal period was 402.
[株式会社エアークローゼット] Amended Annual Securities Report—12th Fiscal Period (2025/07/01–2026/06/30)
Published ・ Source Japan | EDINET 金融庁開示
株式会社エアークローゼット filed an amended annual securities report after revenue increased in the 12th fiscal period but both ordinary and net income resulted in substantial losses, while the equity ratio also declined.
Facts
The ordinary loss for the 12th fiscal period was 252,320 thousand yen.
The net loss for the 12th fiscal period was 246,717 thousand yen.
Passenger cars (メルセデス・ベンツ C200 and 9 other models) - Repairs
Published ・ Source Japan | 消費者庁
Repairs will be carried out on 10 models, including the C200 and E200 from メルセデス・ベンツ, due to a malfunction in the engine control unit. The response will begin on October 22, 2026.
Passenger cars (ホンダ ステップワゴン and 7 other models) - Repairs
Published ・ Source Japan | 消費者庁
Repairs will begin on October 22, 2026, for passenger cars including 7 models such as the ホンダ「ステップワゴン」 due to a malfunction in the body control module.
メニコン will begin recalling the「1DAYメニコン プレミオ」on October 21, 2026, due to tiny irregularities (concentric-circle marks) caused by the manufacturing process on the outer surface of the lenses.
国土交通省 will hold the 13th Airport Safety Information Analysis Committee meeting on October 29, Reiwa 8, to discuss safety information collected in fiscal Reiwa 7 for the airport sector.
本田技研工業株式会社 filed a recall with 国土交通省 for 15,191 vehicles across 8 models, including the ステップワゴン, due to an improper selection of capacitors in the body control module that could cause the battery to run down or the vehicle to fail to start.
広汽本田汽車有限公司 and 本田技研工業株式会社 filed a recall with 国土交通省 for the ホンダ ODYSSEY. A capacitor selection issue in the body control module could cause the battery to run down or the vehicle to fail to start. A total of 628 vehicles are affected.
国土交通省 announced that HONDA AUTOMOBILE (THAILAND) CO., LTD. had filed a recall for the ホンダ ACCORD. Improper component selection in the body control module poses a risk of the battery running down and other issues. The module will be replaced in all affected vehicles.
ＵＤトラックス株式会社 filed a recall for the Quon and other models with the Minister of Land, Infrastructure, Transport and Tourism. A malfunction in the electrical equipment (cab input/output module) could prevent switches from operating properly, and corrective action will be taken by updating the software.
メルセデス・ベンツ日本合同会社 filed a recall with 国土交通省 for a total of 43 vehicles, including the C200 and E200, due to a control-program defect in the engine control unit that could lead to misdetection of a misfire or engine stalling.
High-speed running in the Seikan Tunnel on the Hokkaido Shinkansen during certain year-end and New Year time slots (running at 260 km/h under the「time-slot system」)
Published ・ Source Japan | 国土交通省
国土交通省 announced that high-speed running at 260 km/h under the「time-slot system」will be implemented in the Seikan Tunnel on the Hokkaido Shinkansen during the year-end and New Year period, from December 30, Reiwa 8, to January 4, Reiwa 9.
Discussion on the future medium- to long-term direction of the architecture sector: 51st Joint Meeting of the Architectural Planning Subcommittee and other bodies of the Council for Social Infrastructure Development
Published ・ Source Japan | 国土交通省
国土交通省 will hold a joint meeting of the Architectural Planning Subcommittee and other bodies of the Council for Social Infrastructure Development on October 26, Reiwa 8, to discuss a「medium- to long-term vision for the architecture sector (draft)」.
Release of the「Dashboard Visualizing the Status of Fertilizer Use of Sewage Sludge Resources」, making it possible to compare and understand the progress of local governments at a glance
Published ・ Source Japan | 国土交通省
国土交通省 has released a dashboard tool that visualizes the progress of local governments to promote expanded use of sewage sludge resources as fertilizer. To meet the goal of doubling usage by Reiwa 12, it is encouraging initiatives, including by issuing a notice to prioritize fertilizer use.
Regarding the holding of the first meeting in fiscal Reiwa 8 of the Study Group on Microbial Issues in Water Supply
Published ・ Source Japan | 環境省
The Study Group on Microbial Issues in Water Supply will meet online on October 28, Reiwa 8, with topics including revisions to the Cryptosporidium countermeasures guidelines. 株式会社日水コン will serve as the secretariat.
Results of the Regional Workshop on Promoting OECMs in Asia and publication of the Asia Protected Areas Partnership (APAP) OECM Roadmap (2026–2030)
Published ・ Source Japan | 環境省
Under the APAP framework, a regional workshop on promoting OECMs in Asia was held in Tokyo in July 2026. The “APAP OECM Roadmap (2026–2030),” reflecting the discussions, was published on October 19.
Holding of the 1st Industry-Academia-Government Consortium for Building a Recycled Plastics Market for Automobiles in Fiscal Year Reiwa 8
Published ・ Source Japan | 環境省
The Ministry of the Environment will hold the 1st Industry-Academia-Government Consortium for Building a Recycled Plastics Market for Automobiles on October 30, Reiwa 8.
Third-round call for applications for the Reiwa 8 Subsidy for Projects to Curb Carbon Dioxide Emissions and Other Measures (Project to Promote the Introduction of Regionally Integrated Waste Power Generation and Other Systems [Project to Create Local Energy Using Local Waste])
Published ・ Source Japan | 環境省
The 公益財団法人廃棄物・３R研究財団 will launch the 三次 call for applications for the Reiwa 8 Subsidy for Projects to Curb Carbon Dioxide Emissions and Other Measures (Project to Promote the Introduction of Regionally Integrated Waste Power Generation and Other Systems) on October 22.
Results of the 65th Session of the Intergovernmental Panel on Climate Change (IPCC)
Published ・ Source Japan | 環境省
The 65th session of the IPCC was held in Addis Ababa, Ethiopia, from October 12 to 16, 2026, with discussions on matters including the AR7 work plan. Discussions on the AR7 work plan and the 2027 budget will continue, and a resumed session is scheduled to be held.
Joint Meeting of the 26th Atmospheric Environment and Noise and Vibration Subcommittee and the 21st Water Environment and Soil and Pesticide Subcommittee of the Central Environment Council
Published ・ Source Japan | 環境省
The Atmospheric Environment and Noise and Vibration Subcommittee and the Water Environment and Soil and Pesticide Subcommittee of the Central Environment Council will meet jointly on October 29, Reiwa 8. A progress review of the 6th Basic Environment Plan will be conducted via a web conference, with no in-person attendance.
Holding of the 22nd Water Environment and Soil and Pesticide Subcommittee of the Central Environment Council
Published ・ Source Japan | 環境省
The Water Environment and Soil and Pesticide Subcommittee of the Central Environment Council will meet via a web conferencing system on October 29, Reiwa 8. Agenda items will include a review of the provisional effluent standards for hexavalent chromium and the basic policy on total emissions reductions.
Health and Medical Care: Regional Healthcare Visions for 2040
Published ・ Source Japan | 厚生労働省
The Ministry of Health, Labour and Welfare has outlined regional healthcare visions for 2040, presenting measures, funds and support programs to help prefectures anticipate changes in population structure and healthcare needs and secure a high-quality, appropriate healthcare delivery system through discussions among relevant stakeholders.
Holding of the Pharmaceutical Affairs Council’s Subcommittee on Drug Safety Measures
Published ・ Source Japan | 厚生労働省
The Ministry of Health, Labour and Welfare will hold a meeting of the Pharmaceutical Affairs Council’s Subcommittee on Drug Safety Measures on October 29, Reiwa 8, to deliberate on matters including the risk classifications of over-the-counter medicines (loxoprofen and propiverine hydrochloride) and post-marketing safety measures.
An Examination of Economic Policy Uncertainty Using Companies’ Earnings Conference Call Transcripts
Published ・ Source Japan | 日本銀行
This paper constructed and analyzed a company-level EPU (Economic Policy Uncertainty) index using earnings conference call transcripts from Japanese companies. The company-level EPU reflects uncertainty about regulation and taxation more closely than existing indices, and the findings show that increases in the index lead to declines in capital investment and employment.
Holding of the 3rd Sustainability Information Assurance Subcommittee of the Business Accounting Council
Published ・ Source Japan | 金融庁
The Financial Services Agency will hold the 3rd Sustainability Information Assurance Subcommittee of the Business Accounting Council on October 29, Reiwa 8.
Super Typhoon Champi Approaches Northern Taiwan，Tenth River Management Branch Fully Activates Response，Rigorously Prepares to Prevent Disaster
Published ・ Source Taiwan | 經濟部水利署
As severe Typhoon Champi approaches northern Taiwan，水利署第十河川分署 has fully activated its response operations，completed flood-prevention preparations，evacuated personnel and machinery，and pre-positioned pumps，while maintaining close contact with local governments to ensure public safety。
Facts
Starting today (22)
The evening of 23 through 24
11 ongoing construction projects within its jurisdiction
2 dredging projects
Pre-position 1 mobile pump
Support the pre-positioning of 2 pumps at Dawulun Industrial Park
14 water gates with 49 gate leaves under its jurisdiction