{
 "edition": "20261022-18",
 "language": "en",
 "period_start": "2026-10-22T18:00:00+09:00",
 "period_end": "2026-10-22T21:00:00+09:00",
 "page": 4,
 "pages": 4,
 "received_in_period": 306,
 "listed_in_period": 306,
 "description": "One place for news and notices from 2 countries/regions: Taiwan, 204 items from 3 sources; Japan, 102 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.",
 "countries": [
  {
   "code": "TW",
   "name": "Taiwan",
   "items": 204,
   "sources": 3
  },
  {
   "code": "JP",
   "name": "Japan",
   "items": 102,
   "sources": 1
  }
 ],
 "number_of_items": 6,
 "items": [
  {
   "id": 3513156,
   "anchor": "n3513156",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513156",
   "title": "HBM faces a cooling challenge too: SK海力士’s new technology cuts thermal resistance by more than 30%",
   "title_state": "translated",
   "summary": "SK海力士正與上游合作夥伴推進iHBM技術研發及量產準備，透過嵌入熱控元件可將HBM熱阻降低30%以上，計畫導入HBM5等新一代產品，HBM5預計2029年發表。",
   "summary_state": "original",
   "facts": [
    {
     "text": "iHBM technology can reduce HBM thermal resistance by more than 30%",
     "state": "translated",
     "quote": "透過在熱量集中區域嵌入熱控元件，可將 HBM 熱阻降低 30% 以上"
    },
    {
     "text": "SK海力士 unveiled its iHBM technology on May 26 this year",
     "state": "translated",
     "quote": "SK 海力士於今年 5 月 26 日發表 iHBM"
    },
    {
     "text": "iHBM embeds thermal control components (ICE) in the D2D PHY area",
     "state": "translated",
     "quote": "iHBM 則直接在熱量最集中的晶粒對晶粒實體層（D2D PHY）區域，嵌入熱控元件（ICE）"
    },
    {
     "text": "The thermal control components use silicon-based materials that are insulating and highly thermally conductive",
     "state": "translated",
     "quote": "這類元件採用具絕緣性及高導熱性的矽基材料"
    },
    {
     "text": "iHBM uses the MR-MUF wafer-level packaging process",
     "state": "translated",
     "quote": "產品採用已經市場驗證的先進 MR-MUF 晶圓級封裝（WLP）製程"
    },
    {
     "text": "HBM5 is expected to be unveiled in 2029",
     "state": "translated",
     "quote": "依照該公司技術藍圖，HBM5 預計於 2029 年發表"
    },
    {
     "text": "SK海力士 is using 台積電’s CoWoS advanced packaging technology to validate HBM5",
     "state": "translated",
     "quote": "目前，SK 海力士正使用台積電先進封裝技術 CoWoS，對 HBM5 進行驗證"
    },
    {
     "text": "SK海力士 plans to apply iHBM technology to next-generation products such as HBM5",
     "state": "translated",
     "quote": "SK 海力士計畫將 iHBM 技術應用於 HBM5 等新一代產品"
    }
   ],
   "companies": [
    "SK海力士",
    "台積電"
   ],
   "published_at": "2026-10-22T17:50:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635667",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406885-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513157,
   "anchor": "n3513157",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513157",
   "title": "Merger of 4 state-owned investment trust firms approved！第一金控 to hold 50.3%，第一金投信 to survive",
   "title_state": "translated",
   "summary": "The investment trust subsidiaries of four state-owned financial holding companies have approved a merger，with 第一金投信 to survive. After the merger，第一金控 will hold 50.3%，with the aim of strengthening the competitiveness and service quality of state-owned investment trusts.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The boards of 第一金控，兆豐金控，合庫金控 and 華南金控，along with their investment trust subsidiaries，approved the merger of the 4 investment trust subsidiaries today (22).",
     "state": "translated",
     "quote": "第一金控(2892-TW)、兆豐金控(2886-TW)、合庫金控(5880-TW)及華南金控(2880-TW)等四家公股金控董事會及旗下投信子公司...等四家董事會，分別於今(22)日通過四家投信子公司整併案"
    },
    {
     "text": "第一金投信，the largest in assets under management and with stronger operating performance，will be the surviving company in the merger.",
     "state": "translated",
     "quote": "本整併案由資產管理規模最大、經營績效較佳的第一金投信擔任存續公司。"
    },
    {
     "text": "After the merger，第一金控 will hold a 50.3% stake in 第一金投信.",
     "state": "translated",
     "quote": "合併後各金控持有第一金投信比率分別為：第一金控50.3%"
    },
    {
     "text": "For each 1 ordinary share of 第一金投信，shareholders will receive 1.4532 shares of 兆豐國際投信，2.7321 shares of 合作金庫投信 and 4.4140 shares of 華南永昌投信.",
     "state": "translated",
     "quote": "第一金投信每1股普通股，分別換發兆豐國際投信1.4532股、合作金庫投信2.7321股及華南永昌投信4.4140股"
    },
    {
     "text": "The post-merger board will have 7 directors and 2 supervisors，with 第一金控 taking 4 director seats and each of the other three financial holding companies taking 1.",
     "state": "translated",
     "quote": "董事會將設董事7席及監察人2席，董事席次由第一金控取得4席，兆豐金控、合庫金控及華南金控各取得1席"
    }
   ],
   "companies": [
    "第一金控",
    "兆豐金控",
    "合庫金控",
    "華南金控",
    "第一金投信",
    "兆豐國際投信",
    "合作金庫投信",
    "華南永昌投信"
   ],
   "published_at": "2026-10-22T17:42:29+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635867",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406883-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513158,
   "anchor": "n3513158",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513158",
   "title": "〈港股盤後〉恒指急跌收挫逾700點 失守二萬三 科指重挫逾5%",
   "title_state": "original",
   "summary": "港股主要指數周四全線重挫，恆生指數失守23,000點，恆生科技指數創近半年新低。受AI資本開支疑慮及財報影響，科技股、AI硬件鏈及新能源股普遍下跌，僅腦動極光-B逆市上漲。",
   "summary_state": "original",
   "facts": [
    {
     "text": "聯想集團 plunges 10.92% to HK$23.16",
     "state": "translated",
     "quote": "聯想集團閃崩10.92%至23.16港元"
    },
    {
     "text": "寧德時代 plunged 7.24%，mainly because its third-quarter net profit attributable to shareholders fell 5.77% quarter on quarter to 21.246 billion yuan",
     "state": "translated",
     "quote": "鋰電池龍頭寧德時代大跌7.24%收報338.40港元，主因其第三季歸母淨利潤環比下降5.77%至212.46億元人民幣"
    },
    {
     "text": "腦動極光-B surged 27.15% against the market trend，benefiting from the release of an international standard for a brain-computer interface reference architecture",
     "state": "translated",
     "quote": "腦動極光-B受惠於我國牽頭制定的腦機接口參考架構國際標準發布，逆市暴漲27.15%"
    },
    {
     "text": "中金公司 said year-on-year growth in capital spending by the 7 U.S. AI giants is expected to slow from about 90% in 2026 to 36% in 2027",
     "state": "translated",
     "quote": "中金公司指出，市場預計美國AI七巨頭的資本開支同比增速將由2026年的約90%放緩至2027年的36%"
    },
    {
     "text": "Full-day turnover rose to HK$256.05 billion",
     "state": "translated",
     "quote": "大盤全日成交金額增至2,560.5億港元"
    }
   ],
   "companies": [
    "阿里巴巴",
    "騰訊控股",
    "網易",
    "美團",
    "聯想集團",
    "長飛光纖光纜",
    "芯碁微裝",
    "景旺電子",
    "寧德時代",
    "藥明生物",
    "信達生物",
    "腦動極光-B",
    "中金公司",
    "中信證券"
   ],
   "published_at": "2026-10-22T17:40:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635831",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406881-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513159,
   "anchor": "n3513159",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513159",
   "title": "〈Mainland stocks after the close〉Hopes for policy support fade；Chinese stocks fall into a bear market",
   "title_state": "translated",
   "summary": "Chinese stocks have fallen into a bear market amid weak consumption and concerns about AI profits，with the CSI 300 down 20% from its June peak and market value shrinking by $2.4 trillion. Despite policymakers stepping up support，the lack of a large-scale consumption plan has disappointed investors，and analysts predict the downturn could continue into next year.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "中國股市自5月高點以來市值蒸發2.4兆美元。",
     "state": "original",
     "quote": "自5月高點以來市值蒸發2.4兆美元"
    },
    {
     "text": "The CSI 300 has fallen 20% cumulatively since its June peak.",
     "state": "translated",
     "quote": "自6月高點以來累計跌幅達到20%"
    },
    {
     "text": "The ChiNext Index fell below 2,600 points，closing at 2,576.90.",
     "state": "translated",
     "quote": "創業板指跌4.37%，跌破2,600點，報2,576.90點"
    },
    {
     "text": "China lacks a large-scale consumer spending plan，while economic growth has only just met the official target.",
     "state": "translated",
     "quote": "中國缺乏大規模消費支出方案，且經濟成長率僅勉強達到官方設定目標"
    }
   ],
   "companies": [
    "上海乘舟投資管理公司"
   ],
   "published_at": "2026-10-22T17:30:06+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635346",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406884-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513160,
   "anchor": "n3513160",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513160",
   "title": "EV demand gains momentum and Chinese brands rise；European auto market grows 10.2% year on year in September",
   "title_state": "translated",
   "summary": "New-car registrations in Europe rose 10.2% year on year to 1.36 million in September，marking an 8th consecutive month of growth，driven by EV demand. Chinese brands’ market share jumped to 14.6%，putting local automakers under pressure on both profits and market share，as the 歐盟 considers rules to protect local industry.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "New-car registrations in Europe rose 10.2% year on year to 1.36 million in September",
     "state": "translated",
     "quote": "歐洲(含歐盟、英國及EFTA)9月新車掛牌量年增10.2%至136萬輛"
    },
    {
     "text": "Electrified vehicles accounted for 76.2% of all new-car registrations",
     "state": "translated",
     "quote": "電動化車款(含純電動車、插電式混合動力車與油電混合車)的強勁需求，其合計占整體新車掛牌量的76.2%"
    },
    {
     "text": "Pure EV registrations surged 59.9% to 416,000",
     "state": "translated",
     "quote": "純電動車掛牌量大增59.9%至41.6萬輛"
    },
    {
     "text": "The combined market share of 4 Chinese automakers in Europe jumped to 14.6%",
     "state": "translated",
     "quote": "這四家中國車商在歐洲的合計市占率由一年前的9.6%顯著躍升至14.6%"
    },
    {
     "text": "福斯 and 雷諾 registrations fell 2.9% and 0.7%，respectively，in September",
     "state": "translated",
     "quote": "福斯與雷諾(Renault)9月掛牌量分別下滑2.9%與0.7%"
    }
   ],
   "companies": [
    "歐洲汽車製造商協會",
    "ACEA",
    "奇瑞",
    "Chery",
    "比亞迪",
    "BYD",
    "吉利",
    "上汽",
    "彭博行業研究",
    "Bloomberg Intelligence",
    "特斯拉",
    "TSLA-US",
    "福斯",
    "VW",
    "Skoda",
    "雷諾",
    "Renault",
    "Stellantis",
    "歐盟",
    "法國",
    "德國"
   ],
   "published_at": "2026-10-22T17:20:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635765",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406886-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513161,
   "anchor": "n3513161",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-en-p4.html#n3513161",
   "title": "美光 responds directly to 長鑫’s 4F²，says it will not follow suit；3D DRAM offers better long-term cost advantages",
   "title_state": "translated",
   "summary": "美光 President Scott DeBoer responded to 長鑫科技’s push toward a 4F² DRAM architecture，saying that after evaluation，美光 will stick with the 6F² architecture and move directly to 3D DRAM，which it believes offers greater advantages in long-term cost and scalability.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "美光 President Scott DeBoer said the company will stick with the 6F² architecture and move directly to 3D DRAM，which he said offers greater long-term scalability and cost-effectiveness.",
     "state": "translated",
     "quote": "美光( MU-US ) 總裁暨技術與產品長Scott DeBoer正面回應，公司經長期評估及原型驗證後，仍將維持6F²架構，並直接邁向3D DRAM，認為後者在長期擴展性與成本效益上更具優勢。"
    },
    {
     "text": "長鑫科技 plans to launch a new generation of DDR5 RDIMMs using a 4F² architecture by the end of the year，with chip area reduced by about 30%.",
     "state": "translated",
     "quote": "長鑫總裁曹堪宇10月10日揭露，公司計畫年底推出採用4F²架構的新一代DDR5 RDIMM。相較主流6F²架構，晶片面積可縮減約30%"
    },
    {
     "text": "美光 believes the key to continued improvements in DRAM bit density and cost is capacitor spacing，not just transistor structure.",
     "state": "translated",
     "quote": "DeBoer表示，決定DRAM位元密度與成本能否持續改善的關鍵，是電容器間距，而非僅是電晶體結構。"
    },
    {
     "text": "三星電子 expects to advance the adoption of 4F² at the 0a-nanometer node by the end of 2028.",
     "state": "translated",
     "quote": "依據相關規畫，三星預計2027年完成1d奈米節點的6F²量產，再於2028年底前推進0a奈米節點的4F²導入"
    },
    {
     "text": "美光 unveiled a technology roadmap for Gen11 NAND with more than 400 layers，targeting AI demand for high-IOPS and high-bandwidth storage.",
     "state": "translated",
     "quote": "公司也展示超過400層的Gen11 NAND技術藍圖，瞄準AI對高每秒輸入／輸出操作次數（IOPS）及高頻寬儲存的需求。"
    }
   ],
   "companies": [
    "長鑫科技",
    "美光",
    "瑞銀",
    "德意志銀行",
    "三星電子",
    "野村證券",
    "中信證券",
    "TrendForce"
   ],
   "published_at": "2026-10-22T17:10:02+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635662",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4406882-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}