“How much unused material could be put to use?” XENCE begins trial operation of timber traceability at Daikanyama T-SITE
Published ・ Source Japan | PR TIMES
株式会社XENCE has begun trial operation of its “Product Passport,” which records timber material, manufacturing, and environmental information for 3 fixtures delivered to Daikanyama T-SITE. A key feature is its visualization of the share of non-standard timber used (about 46%).
All speakers and program announced for “Tohoku AI Ambition Conference 2026”: Practitioners from business, government, creative industries, and regional revitalization discuss how to bring AI into the workplace
Published ・ Source Japan | PR TIMES
株式会社デジタルゴリラ has finalized all speakers and the program for “Tohoku AI Ambition Conference 2026,” to be held in Sendai on Nov. 18. Practitioners working to introduce AI in business, government, creative industries, and regional revitalization will discuss how to apply it in the workplace and transform organizations.
Facts
Wednesday, November 18
About 500 people in total
Marketing support for more than 2,000 companies
Approximately 20 years
More than 150,000 registered users
Visits to approximately 60 facilities annually
Companies mentioned：株式会社デジタルゴリラ、シンクパートナーズ株式会社、株式会社リチカ、株式会社アサプリホールディングス、株式会社深松組、仙台reborn株式会社、ソウルドアウトライズ株式会社、studio veco、Brand new day株式会社、株式会社ライフブリッジ、貴凛庁株式会社、宮城県庁、双日株式会社、株式会社ユニラボ、PRONI、株式会社キャスター、東北大学スタートアップ事業化センター、株式会社PLASIL、山形大学
令和PR holds “Public Relations × AI” workshop for サンシャインシティ tenants, sharing the latest know-how on “making AI your subordinate” and “public relations chosen by AI”
Published ・ Source Japan | PR TIMES
株式会社令和PR held a “Public Relations × AI” workshop for サンシャインシティ tenants on Sept. 28, 2026, sharing know-how on “making AI your subordinate” and AIO strategies.
Turning business leaders’ expertise into business assets through corporate publishing and video podcasts. Fourway and なにゆえ launch joint project
Published ・ Source Japan | PR TIMES
株式会社フォーウェイ and なにゆえ株式会社 have launched a joint project combining corporate publishing and video podcasts. They will work in parallel on publishing a book by 山本洋輔 and launching フォーウェイ’s YouTube channel, “マーケる出版社.”
Facts
Aiming for publication around spring 2027
Based on a schedule of approximately 2 broadcasts per month
Handled more than 200 books
Explanatory videos about more than 80 publicly listed companies
【Aichi, Chiryu】All-you-can-eat gyoza for 1,980 yen! Limited-time promotion launches at にこにこ餃子 知立店, running through the end of November
Published ・ Source Japan | PR TIMES
にこにこ餃子 知立店, operated by 有限会社アイズ, is offering a limited-time all-you-can-eat gyoza plan from October 1 to November 30, 2026, priced at 1,980 yen for adults. Free for children under elementary school age.
【株式会社光陽社】Signs a 4-year long-term purchase agreement for 300t of “Drift Ice Forest Credits” annually with Monbetsu City, Hokkaido, through Sumitomo Forestry’s “Morikachi”
Published ・ Source Japan | PR TIMES
株式会社光陽社 has signed a long-term agreement to purchase 300t annually for 4 years of the J-Credit “Drift Ice Forest Credit” from Monbetsu City, Hokkaido, through “Morikachi,” a platform operated by Sumitomo Forestry and NTT Docomo Business.
Turning beneath a starry night. HACCI Honey Holiday Collection 2026
Published ・ Source Japan | PR TIMES
HACCI has unveiled its 2026 holiday collection, “Carousel.” Holiday coffret sets, individual items and beauty drinks will be available for reservation and purchase starting in October.
Facts
2026
Oct. 1, 2026
Oct. 9, 2026
Oct. 23, 2026
Contains at least 8% honey
¥22,000 (tax included)
250ml
300g
95g
10,230 yen (tax included)
5,940 yen (tax included)
5,280 yen (tax included)
4,510 yen (tax included)
26 beauty and health ingredients
5,000 mg fish collagen
2,376 yen (tax included)
¥2,160 (tax included)
Companies mentioned：HACCI's JAPAN LLC、HACCI、ハッチ、新宿髙島屋、西武池袋本店、ルミネ横浜店、ジェイアール名古屋タカシマヤ、岩田屋本店、公式オンラインストア、銀座三越、阪急うめだ本店、髙島屋大阪店、髙島屋京都店
A classic look reimagined with modern technology. A lightweight, compact large-aperture lens for everyday use. New LEGACY series APS-C AF prime lens “SG-image AF 35mm F1.4”
Published ・ Source Japan | PR TIMES
2ndfocus, operated by E&Iクリエイション株式会社, will release the “SG-image AF 35mm F1.4,” an APS-C AF prime lens compatible with 富士フイルム X mount, on October 23, 2026. It weighs approximately 227g, has a maximum aperture of F1.4 and features an STM motor. The manufacturer’s suggested retail price is 43,000 yen (tax included).
A meteoric rise before their official debut! Highly anticipated rookie idol group “瞬間恋愛” already has 2 regular radio shows! Making their presence felt on FM AICHI and REDS WAVE!
【Sold Out】Enriching people’s future returns and their lives today: CAMEL “CAMEL No. 92 Chiba Nagara Grid-Connected Battery Project 75 ReFund Sold Out”
Published ・ Source Japan | PR TIMES
株式会社グローバルクラウドエステート reports that “CAMEL No. 92 Chiba Nagara Grid-Connected Battery Project (75 ReFund),” a relaunch of the priority investment interests in the existing “CAMEL No. 75” project on its real estate crowdfunding platform “CAMEL,” has sold out.
Facts
Primarily high-value contracts in the primary adjustment capacity market (approx. 89%)
Spot market transactions (approx. 11%)
Projected to grow more than 10 times over the next 10 years
【CASETiFY】Unveils a precision-designed and tested collection of protective phone cases and accessories for Apple’s “iPhone Duo”
Published ・ Source Japan | PR TIMES
CASETiFY will unveil and begin selling a collection of protective cases and tech accessories for Apple’s foldable device, the “iPhone Duo,” on October 23, 2026.
Facts
Oct. 23, 2026 (Fri)
A track record of more than 19 million units sold worldwide
Drop protection from heights of up to approximately 1.2m
Phone cases: from 15,180 yen
Tech accessories: from 3,190 yen
Having sold more than 20 million smartphone cases worldwide
The 18th international marketing conference, “ad:tech tokyo 2026,” opens. 3 days connecting marketing in the AI era to “execution” and “results”
Published ・ Source Japan | PR TIMES
Originalコムエクスポジアム・ジャパン株式会社は、18回目を迎える国際マーケティングカンファレンス「ad:tech tokyo 2026」を2026年10月21日から3日間開催。AI時代のマーケティング実行と成果創出をテーマに、Googleやクリテオ、OpenAI Japan、ネスレ日本などの企業リーダーが登壇し、約1万6000人が参加する予定。
助太刀 to sponsor “FlutterKaigi 2026” as a Gold Sponsor; sharing insights from a Flutter replacement project in which AI handled 99% of the implementation
Published ・ Source Japan | PR TIMES
株式会社助太刀 will sponsor the Flutter conference “FlutterKaigi 2026,” to be held on Oct. 29 and 30, 2026, as a Gold Sponsor. In a Day 2 session, it will share insights from replacing its iOS and Android apps with Flutter, with AI handling 99% of the implementation.
Facts
More than 230,000 registered businesses
Oct. 29 and 30, 2026
99% of the implementation
200,000 lines of code in total across iOS and Android
【NTTSportict】Free live streaming of the “STK Cup, Reiwa 8 National High School Basketball Championship Yamanashi Prefecture Tournament,” from the first round through the final, using the latest AI camera designed for sports!
Published ・ Source Japan | PR TIMES
株式会社NTTSportict announced that it will provide free live streaming and archived streaming of all games in the “STK Cup, Reiwa 8 National High School Basketball Championship Yamanashi Prefecture Tournament,” which begins in October 2026, using its AI sports video solution “STADIUM TUBE S3.”
【Oct. 30 (Fri.), 16:00–17:00】Subsidy Utilization Seminar to Boost Proposal Capabilities and Customer Satisfaction
Published ・ Source Japan | PR TIMES
株式会社Stayway will hold a free online seminar, “Subsidy Utilization Seminar to Boost Proposal Capabilities and Customer Satisfaction,” on Oct. 30, 2026. The seminar is for staff at financial institutions, leasing companies, professional services firms and operating companies, and will cover key points for proposing the use of subsidies and successful case studies.
First appearance since leaving Morning Musume! Maria Makino graces the cover and opens the feature! “Up to boy vol.368” on sale today
Published ・ Source Japan | PR TIMES
Maria Makino, following her departure from Morning Musume, graces the cover and opens the feature in vol.368, the 40th anniversary issue of “Up to boy.” Moa Suzuki, Riho Sayashi, Sakura Oda, Maki Goto and others also appear. On sale for 1,400 yen.
【Opening in Fukuoka’s Nakasu area!】“Gindaco Highball Sakaba,” where you can enjoy drinks with takoyaki until morning, opens on Oct. 30 (Fri.)!
Published ・ Source Japan | PR TIMES
株式会社ホットランド西日本, a consolidated subsidiary of 株式会社ホットランドホールディングス, will open “Gindaco Highball Sakaba Nakasu” in the Nakasu area of Fukuoka City, Fukuoka Prefecture, on Oct. 30, 2026. The pub will be open from 18:00 until 6:00 the following morning, serving takoyaki and drinks.
HELP YOU Rangers dispatched to the Corporate Character Encyclopedia!
Published ・ Source Japan | PR TIMES
“HELP YOU Rangers,” the original characters of the online outsourcing service “HELP YOU” operated by 株式会社ニット, have been selected for the “Corporate Character Encyclopedia,” operated by 株式会社コンビーズ.
【鶏笑】Fried chicken specialty shop “鶏笑 (Torisho) Sumiyoshi Sumie” to open on Oct. 25 (Sun.)! Special promotions will also be held!
Published ・ Source Japan | PR TIMES
株式会社NIS of the SRS Group will open the fried chicken specialty shop “鶏笑 Sumiyoshi Sumie” in Sumiyoshi Ward, Osaka, on Oct. 25, 2026. To mark the opening, it will offer limited-edition products and a coupon promotion.
【丸源ラーメン】“丸源ラーメン Asahikawa Nagayama” to grand-open on Oct. 31, 2026!
Published ・ Source Japan | PR TIMES
“丸源ラーメン,” operated by 株式会社物語コーポレーション, will grand-open “丸源ラーメン Asahikawa Nagayama” in Asahikawa, Hokkaido, on Oct. 31, 2026, as its 247th location nationwide.
Osamu Soma to release his first photo essay at a milestone age of 30! Captivates with a mature, healthy allure, glistening with water
Published ・ Source Japan | PR TIMES
株式会社KADOKAWA announced that it will release actor Osamu Soma’s first photo essay, “Osamu Soma Memorial Photo Essay (tentative title),” on Jan. 22, 2027, to mark his 30th birthday. The list price is 3,630 yen.
“Monthly The Television,” featuring Pan Dorobo, Nise Pan Dorobo and the Mysterious French Bread on its cover, goes on sale today, with a limited-edition clear file bonus
Published ・ Source Japan | PR TIMES
An exclusive version featuring the anime “Pan Dorobo” will go on sale Oct. 23 as a special edition of the December 2026 issue of “Monthly The Television,” published by 株式会社KADOKAWA. The cover features the main characters, and the issue includes a clear file bonus and an Amazon-exclusive bonus.
Facts
The series has surpassed 6.2 million copies in cumulative sales
“勉ゲー” teams up with the educational app “ワオっち！,” with 24 million downloads! 3 educational card games for parents and children aged 3 and up launch simultaneously!
Published ・ Source Japan | PR TIMES
Analog game maker トライブゲームズ (株式会社TRYBE) will release 3 educational card games for ages 3 and up on Oct. 23 in collaboration with 株式会社キッズプロジェクト and the educational app “ワオっち！”.
【ワオっち！×勉ゲー】Educational app with 24 million downloads becomes a card game! 3 new games let kids learn through play
Published ・ Source Japan | PR TIMES
株式会社ワオ・コーポレーション will collaborate with the educational app “ワオっち！,” which has 24 million cumulative downloads, and 株式会社TRYBE and 株式会社キッズプロジェクト, which operate the card game brand “勉ゲー,” to release 3 new card games on Oct. 23, 2026. The games teach hiragana and katakana, how to read a clock, and greetings.
【Event Report】You don’t have to build rockets to enter the space industry: The potential of lunar business opened up by Fukuoka and Kyushu’s “terrestrial technologies”
Published ・ Source Japan | PR TIMES
The 3rd FUKUOKA SPACE BUSINESS MEETUP 2026, hosted by the Fukuoka Prefecture Space Business Study Group, was held. Speakers from JAXA, ispace and 竹中工務店 discussed opportunities to enter the field by applying terrestrial technologies (semiconductors, automobiles, robotics, etc.) to lunar exploration and construction, and the importance of joint research.
Developing people who can evaluate and revise project plans created by AI. 日本プロジェクトソリューションズ株式会社 to enhance and offer its “Practical Training in AI-Driven Project Management”
Published ・ Source Japan | PR TIMES
日本プロジェクトソリューションズ株式会社 has begun offering “Practical Training in AI-Driven Project Management,” which develops the ability to create, evaluate and revise project plans using generative AI. A survey by 一般社団法人日本PMO協会 found that about 77% of respondents use generative AI, while also identifying challenges related to differences in skill levels and organization-wide adoption. The training aims to develop talent by combining foundational project management knowledge with AI skills.
Facts
Approximately 77%
For 147 people
51.6％
21.1％
Companies mentioned：日本プロジェクトソリューションズ株式会社、一般社団法人日本PMO協会、PROXIA GROUP
How would spending change if utility bills rose by 1,000 yen or 3,000 yen a month? Persona AI releases virtual analysis results
Published ・ Source Japan | PR TIMES
A virtual analysis using シースリーレーヴ株式会社’s “Persona AI” examined trends in and reasons for reviewing spending when monthly utility bills rise by 1,000 yen or 3,000 yen.
Facts
Monthly increase of 1,000 yen
Monthly increase of 3,000 yen
72 cases with a monthly increase of 1,000 yen
62 cases with a monthly increase of 3,000 yen
100 AI personas
500 generated responses
Up 744 yen, including tax, from the previous month
Make a gourd at a hot spring. — Beppu’s Hyotan Onsen to hold “Gourd Culture Festival”
Published ・ Source Japan | PR TIMES
Hyotan Onsen in Beppu, Oita Prefecture, operated by 株式会社ユーネット, will hold the “Gourd Culture Festival” from November 3 to 5, 2026, offering visitors the chance to paint mini gourds.
[Important] Notice of TECROWD service resumption and start of subscriptions for Fund No. 104
Published ・ Source Japan | PR TIMES
TECRA株式会社 announced that it has resumed TECROWD, its real estate crowdfunding service, which had been temporarily suspended to address a PHP vulnerability. Subscriptions for Fund No. 104 will open at 18:00 on October 26, 2026.
“I hope it will be a good-luck charm for nighttime walks!” A reflective-material plush keychain, “Pikatta,” born from its creator’s vision, makes its debut
Published ・ Source Japan | PR TIMES
株式会社フェイス has released “Reflective Plush Pikatta,” a plush keychain made with reflective material. Designed to help improve safety on nighttime walks, it will be sold in 8 randomly selected varieties.
Known for “Mikan Boy,” “Rilakkuma,” “Yume Ginkou” and “Ofutonsan,” among others, Kondo Aki-sensei’s first board book, “Kobuta no Buubu,” set for release on January 8, 2027! Calling all booksellers to read the advance proofs!
Published ・ Source Japan | PR TIMES
Kondo Aki-sensei’s first board book, “Kobuta no Buubu,” will be released on January 8, 2027, and booksellers are being invited to read the advance proofs.
Supporting the first steps into organic farming! Subsidies for the cost of obtaining 有機JAS certification / Now accepting participants for online organic farming consultations!
Published ・ Source Japan | PR TIMES
一般社団法人次代の農と食をつくる会 will begin offering subsidies for the cost of obtaining 有機JAS certification in FY Reiwa 8 and is also recruiting participants for online consultation sessions.
Facts
Up to 30,000 yen
Up to 90,000 yen
Deadline: Friday, December 18, 2026
Must arrive by the deadline: Friday, February 26, 2027, 17:00
ゲットワークス urgently opens its closed network “GWX” and container data centers to general-purpose servers beyond GPU servers in response to a string of cyberattacks.
Published ・ Source Japan | PR TIMES
株式会社ゲットワークス is launching emergency access to its closed network “GWX” and container data centers for general-purpose servers beyond GPU servers, as a countermeasure to a string of cyberattacks. According to 警察庁, ransomware incidents in the first half of 2026 reached a record high. The company is offering an emergency evacuation option to environments without internet-facing entry points.
Facts
123 ransomware incidents reported in Japan in the first half of 2026
75% of the 36 cases that provided information on the infection route
Track record of installing and operating more than 10,000 GPUs
“Ubu-kyun” returns! One book for Kyoko Yoshine and Kyoya Honda’s “Nami Uraraka ni, Meoto Biyori” and the fall dramas! The ultimate TV listings for terrestrial, BS and CS! The December issue of Digital TV Guide is on sale today
Published ・ Source Japan | PR TIMES
東京ニュース通信社 released the December 2026 issue of its monthly television magazine Digital TV Guide on October 23, covering terrestrial, BS and CS programming. This issue features fall dramas, including “Nami Uraraka ni, Meoto Biyori,” starring Kyoko Yoshine and Kyoya Honda, along with interviews and photo features on the cast and other notable shows.
Writing poetry in Sendai for 30 years. Exhibition of poet Koji Takeda’s work to open November 3.
Published ・ Source Japan | PR TIMES
Poet Koji Takeda’s exhibition “1996-2026 Poetry Sendai” will be held at SARP in Aoba Ward, Sendai, from November 3 to 8, 2026. Marking the 30th anniversary of his work, the event will include an exhibition, a live poetry reading and a talk event. 株式会社文景社 is responsible for the venue design and publicity.
[The truth about “Hana’s Santa” director Hideo Kawabata] “Red seizure notices, delivering newspapers since 4th grade” — After a harrowing childhood in extreme poverty, why he continues to bring dreams to children at a local children’s home
Published ・ Source Japan | PR TIMES
Hideo Kawabata, director of the film “Hana’s Santa,” overcame a childhood of extreme poverty and now works to bring dreams and hope to children at a children’s home in his hometown of Yokohama. Based on his formative experiences, the film carries a powerful message and will screen at Cinema Jack & Betty starting November 13.
Furuhata Ichiro passionately commentates on adults’ everyday struggles as if they were pro wrestling! “Adults who battled through 1 day” shout “Daaah!” after getting home
Jieh Chung's column: The Chinese Communist Party Wields Its Sword—Who Is the Duke of Pei?
Published ・ Source Taiwan | 風傳媒
After Lai Ching-te's National Day address, the Chinese Communist Party held joint military drills across five seas and a short-notice exercise involving the Liaoning, exaggerating the psychological impact of routine training through information operations and demonstrating force in response to joint U.S.-Japan military drills, while keeping regional tensions under control.
Facts
After Lai Ching-te's National Day address, the Chinese Communist Party held intensive military drills in five maritime areas, including the South China Sea, Bohai Sea, Yellow Sea and East China Sea.
The Liaoning carrier group passed through the Miyako Strait from the East China Sea into the western Pacific and conducted carrier-based aircraft takeoff and landing drills in waters about 250 kilometers south of Okinawa.
President Lai Ching-te delivered a National Day address at the Presidential Office on the morning of Oct. 10.
The Chinese Communist Party did not launch large-scale military drills specifically targeting Taiwan in response to President Lai's speech, but instead returned to its usual gray-zone harassment.
The Liaoning carrier strike group did not include an oil and ammunition replenishment ship and conducted only a small, symbolic number of takeoffs and landings, with more than 10 sorties.
When will Typhoon Bavi's rain stop? Weather forecast for the Retrocession Day long weekend: Wind and rain ease on Sunday, but the weather will turn again on this day next week.
Published ・ Source Taiwan | 風傳媒
Typhoon Champi is approaching Taiwan during the Peace Memorial Day long weekend. The Central Weather Administration forecasts the heaviest rain in northern and eastern Taiwan from the 23rd through the morning of the 24th, with rain easing on Sunday. However, the northeast monsoon will strengthen next Tuesday, bringing cooler, rainy weather to northern Taiwan. The Forestry and Nature Conservation Agency urged people to suspend mountain activities.
Facts
Typhoon Champi weakened to a moderate typhoon at 11 p.m. on October 22, with its center over waters about 390 kilometers east of Eluanbi.
The most significant rainfall from Typhoon Champi is expected from October 23 through the morning of the 24th. People in northern Taiwan, Yilan, Hualien and mountainous areas of central Taiwan should be alert for torrential rain.
The Peace Memorial Day long weekend runs from October 24 (Saturday) to 26 (Monday), for a total of 3 days.
The northeast monsoon will strengthen again next Tuesday (the 27th), bringing lower temperatures and cooler weather to northern and northeastern Taiwan.
The Ministry of Agriculture's Forestry and Nature Conservation Agency issued a notice reminding the public to avoid entering mountainous areas while the typhoon is affecting Taiwan.
Typhoon Champi has maximum sustained winds near its center of 43 meters per second, while its radius of force-7 winds remains as large as 320 kilometers.
Strong gusts of force 11 or higher are possible north of Kaohsiung, along the coasts of Yilan and the Hengchun Peninsula, and in Penghu, Lanyu and Green Island.
Lee Chi-tse's view: Returning to Asia or turning away from Asia—Mearsheimer's warning about U.S. strategy and Taiwan's choices
Published ・ Source Taiwan | 風傳媒
This article examines John Mearsheimer's warning that the United States could shift its strategic focus because of conflicts on multiple fronts, noting a gap between the rebalance-to-Asia policy and the realities of military deployments and resource replenishment.
Facts
On October 16, Mearsheimer released a program titled “Why Can’t America Contain China?” and warned that U.S. military power could be diverted from Asia by other wars.
The Trump administration's 2017 National Security Strategy described China and Russia as revisionist powers seeking to change the status quo, marking a shift in strategic positioning.
The Associated Press, citing U.S. Central Command, reported that the aircraft carrier USS George Washington arrived in the Arabian Sea in August 2026 to replace the USS Lincoln.
洛克希德馬丁 announced a seven-year framework agreement in January 2026, aiming to increase annual production of Patriot PAC-3 MSE interceptors from about 600 to 2,000.
The commander of U.S. Forces Korea, Brunson, said the THAAD system would remain on the Korean Peninsula and that some munitions were ready to be shipped, adding that this should not be interpreted as the withdrawal of the entire system.
Chang Ching-wen column: Free National Health Insurance for seniors aged 65 and over—vastly different treatment outside the six special municipalities. Are Changhua, Chiayi and Pingtung being treated as afterthoughts?
Published ・ Source Taiwan | 風傳媒
The Legislative Yuan passed an amendment providing full central government subsidies for seniors' National Health Insurance premiums. Changhua, Chiayi, Pingtung and other areas outside the six special municipalities face a double disadvantage from fiscal constraints and aging populations, making a unified central subsidy key to addressing the problem.
Facts
With the Kuomintang and Taiwan People's Party joining forces, the Legislative Yuan passed an amendment to Article 22 of the Senior Citizens Welfare Act in its third reading. The central government will fully subsidize National Health Insurance premiums for people aged 65 and over, or their legally obligated dependents, if their combined income in the previous year was below the filing threshold or they were subject to a combined income tax rate below 20%.
Premier Cho Jung-tai criticized the amendment as potentially unconstitutional, while Health and Welfare Minister Shih Chung-liang warned it would add about NT$40 billion in annual spending and could lead to higher National Health Insurance premiums.
The Democratic Progressive Party caucus cast 39 votes against the measure. All 10 DPP lawmakers absent from the vote are candidates for county or city chief.
A unified central government subsidy for seniors' National Health Insurance premiums is the first step toward ensuring basic nationwide coverage and advancing health equity.
Lin Teng-yao's view: The constitutional monster actually accusing others of destroying the Constitution and abusing power
Published ・ Source Taiwan | 風傳媒
Lin Teng-yao criticized President Lai Ching-te for seeking to resolve constitutional disputes through local elections, and pointed to constitutional dysfunction, including vacancies on the Constitutional Court, a prosecutor-general serving as acting head for an extended period, and the premier's refusal to countersign laws.
Facts
On October 18, President Lai Ching-te attended the inauguration of the campaign headquarters of Lin Kuo-chang, the DPP's candidate for Yilan County magistrate. He publicly accused the Legislative Yuan of “violating the Constitution and abusing power,” and said public opinion was the main way to resolve constitutional disputes, adding that the issues could be resolved only by winning at the end of the year.
On May 5 this year, the Legislative Yuan voted on whether to consent to Hsu Hsi-hsiang, Lai Ching-te's nominee for prosecutor-general. The nomination was rejected, with fifty votes in favor and sixty-one against.
Lai Ching-te appointed the rejected nominee, Hsu Hsi-hsiang, acting prosecutor-general beginning May 8. By October 19, he had held the post for more than five months.
Paragraph eighty-eight of Constitutional Court Judgment Number One of Year One Hundred Fourteen states that both the president and the Legislative Yuan have a constitutional duty and responsibility to faithfully exercise, in accordance with the Constitution, their respective powers to nominate and consent to appointments.
Yu Yu-tang's view: It's the government's attitude, stupid!
Published ・ Source Taiwan | 風傳媒
This article analyzes the procurement difficulties facing the Army and the National Police Agency's counter-unmanned aircraft systems (C-UAS), arguing that the government should clarify its requirements and draw on the U.S. system rather than shifting excessive development risks to contractors, in order to promote the growth of domestic industry.
Facts
The Army is conducting its first procurement of a counter-unmanned aircraft system, but its learning curve is still immature, potentially leading to repeated failures to pass acceptance testing.
Some specifications in the tender documents for the National Police Agency's “Regional Unmanned Aircraft Joint Defense System,” planned by a professional research and development institution commissioned in Year 115, are insufficiently clear.
Taiwan's defense industry can develop systems under specific conditions for the import of key modules, placing it at the second level internationally.
The U.S. Department of Defense's Adaptive Acquisition Framework (AAF) has six acquisition pathways.
The Ministry of National Defense established the Defense Innovation Unit in Year 113 and reorganized it as the Defense Innovation Office in Year 115.
Grandfather gave his grandson NT$2 million before he died, but the grandson still had to pay NT$100,000 in estate tax! The Ministry of Finance explains why you may have to pay even if you inherit nothing
Published ・ Source Taiwan | 風傳媒
The Taipei National Taxation Bureau of the Ministry of Finance issued a case study explaining key changes to the Estate and Gift Tax Act, which took effect in September 2026. If a deceased person gifted assets to certain relatives within the 2 years before death, recipients must pay a proportional share of the estate tax. The measure aims to implement a Constitutional Court ruling and protect the right to equality.
Facts
In a press release published on October 16, 2026, the Taipei National Taxation Bureau of the Ministry of Finance explained that the revised Estate and Gift Tax Act, which took effect on September 13, 2026, changed how family members bear estate tax.
In a National Taxation Bureau case, a grandfather left assets worth NT$38 million and gifted NT$2 million to his eldest grandson, bringing the total estate to NT$40 million. The estate tax due was NT$2 million.
Under the new law, the grandson who received the gift must pay NT$100,000 in estate tax because the gift accounts for 5% of the total estate. The remaining NT$1.9 million is shared by the deceased's two children.
In 2026, the annual gift tax exemption is NT$2.44 million per donor. In principle, no gift tax is due if a person's total gifts for the year do not exceed this amount.
The amendment implements Constitutional Court Judgment No. 11 of Year 113, which found that the previous law's failure to specify how a gift recipient's spouse and other heirs should share the tax raised concerns about the right to equality.
Liu Chin-tsai's view: Can the 2026 election address Taiwan's structural challenges? From political mobilization to economic growth, a K-shaped society and the low birthrate crisis
Published ・ Source Taiwan | 風傳媒
Liu Chin-tsai, an associate professor at Fo Guang University, analyzes Taiwan's K-shaped society and low birthrate crisis. He notes that projected economic growth of 11.05% in 2026 is accompanied by unequal income distribution, and calls on candidates in the 2026 local elections to focus on structural governance rather than political mobilization alone.
Facts
Taiwan's projected full-year economic growth rate for 2026 is 11.05%.
In 2024, average annual pay in the electronic components industry was about NT$1.333 million, or 1.75 times the average for all employees.
In 2024, the income gap between the highest and lowest household disposable-income quintiles was 6.14 times.
In 2025, government social welfare transfers narrowed the gap between the highest and lowest household income quintiles by 1.18 times.
A poll in June 2026 found that 49.6% of respondents were dissatisfied with the government's efforts to reduce the wealth gap.
Hsia Chen column: You don't know until you search, and then you're shocked! Does Cheng Chao-fang's family really have “five major scandals”?
Published ・ Source Taiwan | 風傳媒
吳子嘉, chairman of 《美麗島電子報》, was investigated by prosecutors after accusing the family of Cheng Chao-fang, the DPP's candidate for Hsinchu County magistrate, of involvement in scandals, sparking controversy over judicial intervention in elections.
Facts
吳子嘉, chairman of 《美麗島電子報》, was investigated by the Hsinchu District Prosecutors Office for campaigning for Hsu Hsin-ying and accusing the family of Cheng Chao-fang of involvement in scandals, on suspicion of intending to prevent someone from being elected.
After questioning, 吳子嘉 announced that he would go on a hunger strike and refused bail. He was later released and will be summoned again at a later date.
Peng, the man responsible for distributing leaflets in the case, has been detained and barred from seeing visitors.
The prosecutors' search of 吳子嘉 was seen as having instead raised the profile of the alleged scandals involving Cheng Chao-fang's family, creating a chilling effect or backfiring.
Opinion: Lu Hsiu-yen takes the lead to rescue the capital—five effects and one concern
Published ・ Source Taiwan | 風傳媒
Chiang Wan-an's campaign team made a major personnel shake-up on October 19, inviting Taichung Mayor Lu Hsiu-yen to chair the campaign headquarters and bringing in five veteran Taipei lawmakers. The move aims to respond to a strong challenge from the DPP by uniting opposition resources and raising the level of the campaign's messaging, in an effort to reverse flagging support and rally unity in the blue camp.
Facts
On October 19, Chiang Wan-an announced that Taichung Mayor Lu Hsiu-yen would chair his campaign headquarters.
Taipei lawmakers Lo Chih-chiang, Hsu Chiao-hsin, Wang Hung-wei, Lee Yen-hsiu and Lai Shih-pao will serve as deputy chairs and campaign directors.
Lu Hsiu-yen said at a press conference, “For city government, turn to Wan-an; for election work, turn to us.”
Shen Po-yang is actively seeking votes from 340,000 centrist voters and “little grass” supporters.
Opinion: The “Defensive Myth” Beneath Political Rhetoric—A Look at Systemic Blind Spots in Elite Hereditary Power and Public Accountability
Published ・ Source Taiwan | 風傳媒
This article examines elite hereditary power and blind spots in public accountability in Taiwan’s political scene, criticizing the political rhetoric of Wu Yi-nung and Kuma Academy, as well as questions about financial transparency.
Facts
Wu Yi-nung served as a squad leader with the rank of corporal during his compulsory service at the Army Aviation and Special Forces Command. His duties mainly involved basic parachute training and grassroots administration.
Wu Yi-nung studied in the United States at an expensive private boarding school for the elite and an Ivy League university, relying on his family’s considerable wealth and influence.
Kuma Academy was once embroiled in a financial controversy over receiving a small grant from the American Institute in Taiwan, with the funds deposited into a designated account.
Chiang Wan-an is often called a Kuomintang political elite born with a silver spoon in his mouth.
The author researches sociolinguistics and modern Japanese political history.
Cheng Chih-wen’s View: From the “Kunshan Threat Theory” to “American Hsinchu”—How Can Taiwan Share in the Dividends of Building Cities Overseas?
Published ・ Source Taiwan | 風傳媒
Author Cheng Chih-wen recommends that Taiwan adopt an “American Hsinchu” city-building strategy for its industrial parks in the United States. The government should join with the financial and technology sectors to establish an investment platform that holds interests in land and commercial assets, allowing Taiwan to share in the dividends of urban growth and build public wealth.
Facts
In 2005, there were about eighty thousand Taiwanese businesspeople in Kunshan, contributing about three-tenths of local GDP, five-tenths of total industrial output and seven-tenths of total imports and exports.
The Ministry of Economic Affairs plans to promote industrial parks in the United States, starting in Texas, with an investment of about $2 billion to $4 billion per park.
Texas has no state-level property tax. Property taxes are levied by counties, cities, school districts and other local taxing entities.
Under Texas’s tax increment financing (TIF) system, local governments may legally designate reinvestment zones, with participating taxing entities contributing an agreed portion of new property tax revenue to pay for eligible public works.
Chi Ho-chun’s View: The Premier Has Only a Constitutional Duty to Countersign Bills
Published ・ Source Taiwan | 風傳媒
Chi Ho-chun, an associate professor at National Chung Hsing University, criticized Premier Cho Jung-tai’s refusal to countersign eight bills as unconstitutional, stressing that countersignature is a statutory duty and that the premier has no power to review constitutionality. He also urged President Lai Ching-te to actively negotiate a resolution to the deadlock over appointments to the Constitutional Court.
Facts
The 6th session of the 11th Legislative Yuan formally opened on Sept. 29 in ROC year 115. Its main focus is review of three major budget bills, totaling more than one trillion New Taiwan dollars.
Premier Cho Jung-tai has avoided countersigning eight bills that have passed, most often on the grounds that they encroach on executive authority.
According to constitutional theory, the premier’s countersignature is a constitutional duty intended to check the president and ensure accountability to the Legislative Yuan; it is not a power to prevent laws from taking effect.
The Additional Articles of the Constitution stipulate that if the Executive Yuan requests reconsideration and more than half of the legislators vote to uphold the original bill, the reconsideration fails, leaving the premier with only two options: accept the decision or resign.
The article says the key to resolving the Constitutional Court deadlock is whether President Lai Ching-te can use cross-party negotiations to nominate a Constitutional Court justice candidate who can win the agreement of a majority of legislators.
Shangguan Luan’s View: Proof of Renunciation of Household Registration Becomes Evidence of Guilt! Restrictions on Political Participation Affect Children of Chinese Spouses and Descendants of Taiwanese Residents
Published ・ Source Taiwan | 風傳媒
Starting in 2025, Taiwan’s National Immigration Agency required Chinese spouses to submit proof of renouncing their household registration. The Mainland Affairs Council subsequently changed its interpretation, resetting the period of eligibility for political participation. As a result, several people who complied with the document requirements, as well as descendants of military personnel, lost their eligibility to run for office, prompting controversy over punishing those who complied.
Facts
In 2025, Taiwan’s National Immigration Agency required about 12,000 spouses from mainland China to submit proof that they had lost their mainland household registration.
On April 16, 2026, the Mainland Affairs Council issued an order interpreting the 10-year residency requirement for political participation as beginning on the date proof of renunciation of the original household registration is submitted.
Lai Wen-you, the son of Chinese-spouse village chief Teng Wan-hua, was disqualified from running for village chief for failing to submit proof of renunciation of household registration.
Yu Chih-pin, a descendant of Taiwanese military personnel, was also asked to submit proof of renunciation of household registration last year and was recently disqualified from running for council.
The article says this has created an unsettling institutional paradox: people who follow the rules end up facing greater uncertainty.
Opinion: The Ocean Current Tornado—While Politicians Scramble for Attention, the Public Is Still Waiting for Answers
Published ・ Source Taiwan | 風傳媒
This article criticizes politicians in the pan-green camp for using party media and online trolls to generate election buzz while ignoring substantive governance issues. Voters expect concrete policies and governing competence.
Facts
Pan-green politicians have built up momentum for the “ocean current” through glowing coverage in party media and a deluge of online troll activity.
Shen Po-yang has been packaged as an approachable “nice guy” in the election campaign, while repeatedly shifting his positions to appeal to voters.
Lai Jui-lung released a campaign video in Kaohsiung in which he played multiple roles, but he lacks substantive governing ability.
After the political spectacle fades, governance challenges such as flooding, air pollution, low wages and regional development remain unresolved.
Voters are tired of high-profile political shows that offer only performance and no substantive policy positions.
Opinion: Add Another Debate—Where Are the Policies?
Published ・ Source Taiwan | 風傳媒
During the Taipei mayoral election debate, Shen Po-yang called for more sessions, drawing criticism from the author for lacking concrete policies. The author stressed that debates should test candidates’ ability to put policies into practice, rather than simply generate discussion or attract attention, and urged candidates to present a comprehensive vision for city governance.
Facts
Chiang Wan-an and Shen Po-yang agreed to take part in a debate on Oct. 31 jointly hosted by TVBS and 三立電視
Shen Po-yang previously proposed prioritizing a debate on drug policy.
Issues of concern to Taipei residents include housing, public safety, education, transportation and social welfare.
The author currently works as a media columnist, communications strategy consultant and managing editor of content.
The author believes every aspect of city government involves budgets, implementation timelines and resource allocation.
Opinion: You Can’t Buy a Degree, and Academic Dignity Shouldn’t Be Sold Cheap
Published ・ Source Taiwan | 風傳媒
全國私立學校產業工會 expressed its views on the Ministry of Education’s proposed revision of the “Wu Pao-chun clause,” endorsing efforts to block shortcuts to academic credentials while stressing that the crisis in higher education quality requires a comprehensive review.
Facts
The Ministry of Education plans to revise the “Wu Pao-chun clause” to prevent people from obtaining master’s or doctoral degrees through special admission channels.
全國私立學校產業工會 welcomed the direction of the proposed legal amendments but said they would treat the symptoms, not the root cause.
Loose review standards at some schools have allowed people with only an elementary school education to earn master’s degrees in just a few years.
Reviews of university faculty qualifications are gradually shifting toward self-review by schools. Some institutions no longer submit each case to the Ministry of Education after receiving authorization to conduct their own reviews.
The author is vice chair of 全國私立學校產業工會 and a teacher at 中信科技大學.
10-year Treasury yield falls below 5%, marking biggest drop since 2023 banking crisis
Published ・ Source Taiwan | 鉅亨網
Treasuries rallied Thursday as technology stocks plunged and investors sought safe havens. The 10-year yield tumbled 19.3 basis points to 4.952%, its biggest drop since the 2023 banking crisis. Concerns about AI and easing expectations of interest-rate hikes sent money flowing from stocks into bonds.
Facts
The 10-year Treasury yield fell 19.3 basis points to 4.952%, its biggest one-day decline since March 10, 2023.
The 2-year Treasury yield slipped 18.8 basis points to 4.635%, its biggest one-day drop since Aug. 1, 2025.
The Philadelphia Semiconductor Index plunged nearly 7% Thursday, the Nasdaq fell 2.6% and the S&P 500 dropped 1.21%.
Sandisk shares fell 8.51%, while 美光 shares slid 6.26%.
The U.S. Treasury market, worth about $32 trillion, showed signs of short covering.
<After-market precious metals> Gold falls to more than 2-month low as rising oil prices revive inflation fears
Published ・ Source Taiwan | 鉅亨網
Gold fell to a more than 2-month low Thursday, weighed down by inflation fears sparked by high oil prices and interest-rate expectations. Oil rose on risks of conflict in the Middle East, stoking inflation concerns and reducing the appeal of non-yielding assets such as gold.
Facts
Spot gold fell 2.4% Thursday to $4,041.39 an ounce, its lowest since Aug. 3.
Oil rose about 3% to a 5-month high, reflecting concerns about supply disruptions after Saudi Arabia was attacked by Houthi militants.
According to CME Group’s FedWatch tool, traders estimate a 78% chance that the Fed will raise rates in December.
India issued import permits allowing about 6,500 metric tons of silver to be imported over the next six months.
Spot platinum fell 3.7% to $1,570.85 an ounce, touching its lowest level since July 17.
David Meger, head of metals trading at High Ridge Futures, said rising energy prices had heightened market concerns about inflationary pressures.
威騰電子 plunges after hours as earnings fail to reverse share price slump
Published ・ Source Taiwan | 鉅亨網
威騰電子 reported better-than-expected first-quarter results, with revenue and profit both growing, and gave a strong outlook for the second quarter. However, its shares fell sharply amid a slowdown in AI investment and news that rival 東芝 was expanding capacity, reflecting concerns about the hard drive industry cycle.
Facts
威騰電子 reported adjusted earnings per share of $4.64 for the first quarter of fiscal 2027, above Wall Street expectations of $4.11.
威騰電子's first-quarter revenue rose 55% year over year to $4.4 billion, exceeding analysts' consensus estimate of $4.1 billion.
威騰電子's adjusted gross margin rose to 58.1%, up from 54.4% in the previous quarter and 43.9% in the same period last year.
威騰電子 forecast second-quarter fiscal 2027 revenue of $5.1 billion, above analysts' estimate of $4.6 billion.
Could Musk's two major businesses join forces? The biggest challenges are the stock swap and valuation; analysts say it is unlikely to create significant upside
Published ・ Source Taiwan | 鉅亨網
After Tesla released its third-quarter results, market focus shifted to a possible merger with SpaceX. Although revenue was flat, profit fell sharply, and analysts were cautious about the shareholder value a merger might bring, emphasizing the importance of the stock-swap terms and a recovery in the core business.
Facts
Tesla's third-quarter revenue was $28.046 billion, while GAAP net income attributable to common shareholders was $787 million, down about 43% from the same period last year.
Tesla and SpaceX have formed a special committee to evaluate a merger proposal, but have not reached a deal agreement.
Tesla's third-quarter automotive revenue fell about 3% year over year, while revenue from energy generation and storage fell about 16%.
Tesla's third-quarter operating expenses rose about 39% year over year to $4.776 billion, mainly due to AI research and development and upfront investment in new products.
Tesla lowered its full-year capital expenditure forecast to about $20 billion and maintained its investment in the Robotaxi autonomous taxi service and Optimus humanoid robot.
Companies mentioned：特斯拉 (Tesla)、SpaceX、Future Fund Active ETF、加拿大皇家銀行資本市場 (RBC Capital Markets)、摩根大通 (JPMorgan Chase)、xAI
Shareholder backlash pays off! SK海力士 reportedly withdraws Solidigm U.S. IPO plan
Published ・ Source Taiwan | 鉅亨網
SK海力士 decided to withdraw Solidigm's U.S. IPO plan following shareholder opposition over the discount associated with a dual listing and the risk of diluting their holdings. The move is intended to protect the parent company's valuation and shareholder interests; details are pending an official statement.
Facts
SK海力士 has decided to withdraw plans for a U.S. Nasdaq IPO for its U.S. subsidiary, Solidigm.
Solidigm was established after SK海力士 acquired 英特爾's NAND flash memory and solid-state drive (SSD) business in 2021.
SK海力士 pledged to invest up to $10 billion in AI Company, Solidigm's intermediate holding company.
SK海力士 ADRs fell about 8% on Thursday as Meta sparked fears of an AI trade rout, closing at $131.69 per share.
Shareholders fear that a separate listing of Solidigm could lead the market to apply a dual-listing discount to SK海力士, weighing on the parent company's valuation.
Meta's AI infrastructure borrowing raises bond market alarm; data center bond yields surge and default insurance costs hit a record
Published ・ Source Taiwan | 鉅亨網
Meta Platforms' massive investment in AI infrastructure, higher capital expenditure forecasts and negative free cash flow have raised bond market concerns about its financing risks. Its credit default swap spreads hit a record high, reflecting investors' demand for higher returns, while debt issuance across the AI industry surged and financing costs broadly increased.
Facts
Meta raised its 2026 capital expenditure forecast to $135 billion to $145 billion.
Meta reported negative free cash flow of $2.12 billion in the third quarter, its first quarterly deficit since going public.
Meta's five-year credit default swap (CDS) spread rose to about 114.79 basis points, a record high.
AI-related debt issuance in 2026 through mid-October is estimated at about $466 billion.
The Hyperion data center project in Louisiana issued about $27 billion in senior secured notes.
Meta disclosed about $347 billion in future data center lease commitments.
Meta raised net proceeds of $24.91 billion from a fixed-rate, unsecured bond offering in May 2026.
The subscription multiple for corporate bond offerings fell from nearly 5 times in February to less than 2 times in July.
Companies mentioned：Meta Platforms、Blue Owl Capital、標普全球評級、甲骨文、SpaceX、Alphabet、亞馬遜、博通、輝達、CoreWeave、摩根士丹利、路透社、高盛、Microsoft、Apollo Global Management
〈U.S. Stocks After Hours〉Meta reignites AI trade fears; Philadelphia semiconductor index plunges nearly 7%, TSMC ADR falls more than 4.5%
Published ・ Source Taiwan | 鉅亨網
Meta's earnings sparked fears of an AI trade rout, sending technology and semiconductor stocks sharply lower. The Philadelphia Semiconductor Index fell nearly 7%, while TSMC ADRs dropped more than 4.5%. Rising tensions in the Middle East pushed oil prices higher, while funds flowed into U.S. Treasuries as a safe haven, with yields falling below 5%. Investors worried about returns on AI spending and oversupply, and lowered their expectations for Federal Reserve rate hikes.
Facts
The Philadelphia Semiconductor Index plunged nearly 7% on Thursday.
Meta's third-quarter free cash flow turned negative for the first time since its IPO.
The 10-year Treasury yield fell below 5%.
東芝 plans to increase hard drive capacity for AI data centers to 2 times its current level in fiscal 2027.
威騰電子 falls after hours despite earnings and guidance beating expectations
AMD shares plunge 7.6% as chip stocks sell off across the board and concerns grow over returns on AI investment
Published ・ Source Taiwan | 鉅亨網
U.S. chip stocks came under heavy selling pressure on the 22nd, with AMD shares plunging 7.6% and the Philadelphia Semiconductor Index falling 6.7%. Investors reassessed the sustainability of AI spending amid 科林研發's subdued guidance, 特斯拉's capital expenditure cut and concerns about Meta's AI investment, sending chip stocks broadly lower.
Facts
超微半導體 (AMD) shares fell 7.6% on the 22nd.
The Philadelphia Semiconductor Index plunged about 6.7% that day.
科林研發 reported revenue of $8.22 billion for the quarter ended September 27, up 22% from the previous quarter.
特斯拉 lowered its 2026 capital expenditure outlook from more than $25 billion to about $20 billion.
英特爾 (Intel) shares fell about 7.1%, while 輝達 (NVIDIA) fell about 4%.
The Nasdaq Composite fell 2.6% to close at 26,008.86.
科林研發 forecasts December-quarter revenue of about $8.6 billion.
What did 輝達 say at GTC Berlin? 高盛 sums up 3 key takeaways
Published ・ Source Taiwan | 鉅亨網
高盛 issued a report analyzing 輝達's GTC Berlin conference, saying AI deployment is progressing as planned. The 3 key takeaways were substantial supply chain capacity expansion pointing to large-scale shipments, DSX POD cutting deployment cycles to 2 weeks, and a sharp increase in physical AI revenue. 高盛 maintained its Buy rating and a $300 price target.
Facts
輝達 CEO 黃仁勳 delivered a keynote at the GTC Berlin conference on October 21, and 高盛's research team issued a report saying AI deployment is progressing as planned.
Capacity at three substrate suppliers, Ibiden, SEMCO and Unimicron, will expand by 2.5 times, while Amkor's CoWoS-R packaging capacity will expand by 3 times.
The DSX POD reference design is expected to launch in early 2027, cutting data center deployment cycles from several months to 2 weeks.
輝達's physical AI revenue reached $11 billion in the first half of FY27, about 30% higher than in all of FY26.
高盛 expects 輝達 to generate $412.7 billion in revenue in FY27E, with earnings per share of $9.40.
輝達 currently has a market capitalization of about $5.3 trillion and has authorized a share repurchase program worth about $235 billion.
〈After-hours Energy〉Saudi energy facilities attacked, Aramco orders employees to evacuate; Brent crude surges 4% to a 5-month high
Published ・ Source Taiwan | 鉅亨網
Houthi attacks on Saudi energy facilities fueled concerns about supply disruptions. Saudi Aramco evacuated employees, and Brent crude surged 4% to a 5-month high.
Facts
Brent crude futures rose $4.35, or 4%, to settle at $113.17 a barrel, the highest since May 4.
U.S. West Texas Intermediate (WTI) crude futures rose $2.32, or 2.4%, to settle at $99.47 a barrel.
Saudi Aramco ordered employees to evacuate its headquarters in Dhahran, near Bahrain on the Persian Gulf coast.
摩根士丹利 estimates that Middle East crude exports last week averaged about 17 million barrels per day, below the pre-conflict average.
瓦萊羅能源 reported quarterly profit at a record high for the company, beating Wall Street expectations.
Kpler data show that average Middle East crude exports were about 18 million barrels per day in the 12 months before the Iran war began.
The head of Libya's National Oil Corporation said a valve on the pipeline connecting the Hamada and Tahara oil fields to the port of Zawiya had been shut.
Companies mentioned：沙烏地阿拉伯國家石油公司、沙烏地阿美、Ritterbusch and Associates、PVM Oil、摩根士丹利、Kpler、瓦萊羅能源、路透社
〈New York Forex〉Dollar steady, yen strengthens; oil prices, AI and French politics unsettle markets
Published ・ Source Taiwan | 鉅亨網
The dollar held steady in New York trading on Thursday, while the yen strengthened on safe-haven demand and expectations of intervention. The euro fell amid political turmoil in France. Markets were also concerned about rising Middle East oil prices and doubts over returns on AI investment.
Facts
The U.S. Dollar Index (DXY) fell 0.08% to 101.60 late Thursday.
Original日元兌美元升值0.75%，收於156.96日元兌1美元。
The yield spread between French and German 10-year government bonds widened to 177.7 basis points.
Oil prices rose about 3% to a 5-month high on concerns over Middle East supplies.
The euro fell 0.09% to $1.1222.
Companies mentioned：Daiwa Capital Markets、Convera、富國銀行
【Yuen Chi-fung Column】Southbound funds post net outflows for 7 consecutive days
Published ・ Source Taiwan | 鉅亨網
Hong Kong stocks tumbled on Thursday, with the Hang Seng Index, Hang Seng China Enterprises Index and Hang Seng TECH Index falling for three consecutive days, for cumulative losses of 5% to 7.7%. Southbound funds recorded net outflows for seven consecutive days, with nearly HK$9.2 billion leaving the market in a single day. Large-cap technology, semiconductor and pharmaceutical stocks led declines, while 美的集團 edged higher against the trend. Hong Kong's unemployment rate also rose to 3.9%, 中國電信 reported weaker earnings, and 周大福 issued a profit alert on gains from gold revaluation.
Facts
The Hang Seng Index closed at 22,934 on Thursday, down 717 points, or 3.0%.
Southbound funds recorded net sales of about HK$9.2 billion on Thursday.
阿里(9988) recorded net sales of HK$1.68 billion.
聯想(992) and 華虹宏力(1347) fell more than 10% and 9%, respectively.
中國電信's attributable profit for the first 3 quarters fell 14.8% year on year.
周大福 expects its interim net profit to rise about 90% to 1 times year on year.
Hong Kong's unemployment rate rose to 3.9% in July to September.
Companies mentioned：阿里、騰訊、偉祿科技、南方恒生科指、中芯國際、藥明生物、美的集團、聯想、華虹宏力、信達生物、翰森製藥、寧德時代、中生製藥、藥明康德、洛陽鉬業、中信股份、紫金礦業、創科實業、中國鋁業、中國宏橋、金沙中國、銀河娛樂、新東方、老鋪黃金、新鴻基地產、安踏體育、中國神華、周大福、東方海外、小米、百度、美團、京東、快手、網易、天數智芯、地平線機器人、智譜、Minimax、比亞迪、理想汽車、零跑汽車、小鵬集團、招金礦業、山東黃金、五礦資源、中國電信、Anue (implied from URL anuesec.com)
U.S. media report Trump called Musk and asked him to lift Starlink speed restrictions in Ukraine
Published ・ Source Taiwan | 鉅亨網
The Wall Street Journal reported that Trump called Musk and asked him to lift Starlink speed restrictions in Ukraine. The connection improved after the call but was not fully restored. The incident sparked debate over responsibility for the restrictions and U.S. policy toward Ukraine, and prompted Congress to launch an investigation.
Facts
Trump called Musk on Wednesday and asked him to lift speed restrictions on Starlink's military service in Ukraine.
The Starlink speed restriction capped movement at about 100 miles per hour (about 161 kilometers).
Starlink service improved on Thursday after the call but had not yet fully returned to normal.
Vice President Vance said it was understandable that Musk would not want to become involved in a war without clear guidance.
Meta plunges nearly 7% as free cash flow turns negative and CDS spreads hit a record high
Published ・ Source Taiwan | 鉅亨網
Meta shares plunged as free cash flow turned negative and the company raised its capital expenditure outlook. CDS spreads hit a record high, reflecting credit risk concerns. Revenue topped expectations, but the burden of massive AI investment became the market's focus.
Facts
Meta shares plunged nearly 7% on Thursday to $648.85 per share.
OriginalMeta 第 3 季自由現金流為負 21.2 億美元。
OriginalMeta 預估全年資本支出介於 1,350 億至 1,450 億美元。
OriginalMeta 第 3 季營收年增 26% 達 646 億美元。
The 5-year credit default swap (CDS) spread on Meta rose to a record high.
Meta will create non-voting Class C common shares to maintain founder-led governance.
Meta reported 3rd-quarter earnings per share of $3.83.
Good morning, world》Typhoon Champi approaches; work and classes suspended in 21 counties and cities; all reserved-seat trains on 台鐵 suspended today
Published ・ Source Taiwan | 中央社 CNA
Typhoon Champi approaches, with work and classes suspended in 21 counties and cities and all reserved-seat trains on 台鐵 halted. The 金管會 is promoting tax incentives for TISA and consolidation among financial holding companies' investment trust subsidiaries. Taiwan stocks closed lower, with earnings from Meta and 特斯拉 in focus. A PHP security vulnerability has prompted a global maintenance push.
Facts
Within the NT$24,000 limit
Those who have held a dedicated account for 30 years
Jan. 1, 2028, tentatively set as the merger reference date
Combined assets could reach NT$484.8 billion
Merger effective date set for Nov. 23
Brokerage market share expected to increase to 5.113%
Closed down 846.34 points
Closed at the day's low of 46,041.43 points
The three major institutional investors recorded combined net sales of NT$100.159 billion
Swung back to net selling of NT$81.656 billion
All securities firms recorded after-tax net profit of NT$18.781 billion in September
The New Taiwan dollar closed at 32.508 per U.S. dollar
3rd-quarter revenue of $64.6 billion
Fined $25 billion
Third-quarter revenue was $28.05 billion
Will lend up to 315,000 barrels of emergency heating oil
Trump declines to confirm whether he urged removal of Starlink restrictions in Ukraine, says focus is on service being restored
Published ・ Source Taiwan | 中央社 CNA
U.S. media reported that Trump called Musk and asked him to lift restrictions on Starlink use in Ukraine. Trump declined to confirm the report but stressed that the system was back in operation; the speed limits had affected the effectiveness of Ukrainian drones.
As Typhoon Champi approaches, 台鐵 is adding 2 Tze-Chiang Limited Express trains to help transport passengers as part of coordinated rail emergency preparations.
Oklahoma opens Taiwan office to deepen Taiwan-U.S. trade and technology cooperation
Published ・ Source Taiwan | 中央社 CNA
The U.S. state of Oklahoma has opened a regional business office in Taipei to deepen cooperation with Taiwan in trade, technology and supply-chain resilience, and to promote bilateral trade and investment opportunities.
Facts
More than 40 years of sister-city friendship
Visited Taiwan in 2024
Hopes to double Oklahoma's exports to Taiwan and Asia within 5 years
Generate several million dollars in additional revenue
Since 2016
Two Taiwanese companies have set off for Oklahoma this month
Trump says U.S. military has dealt Iran a severe blow, further action possible; reiterates opposition to Iran acquiring nuclear weapons
Published ・ Source Taiwan | 中央社 CNA
Trump said the U.S. military had dealt Iran a severe blow and that further action was possible, reiterating that Iran must never be allowed to acquire nuclear weapons. Reports say the United States and Israel have drawn up plans for another attack on Iran after the midterm elections.
Trump criticizes James for disrespectful conduct during national anthem, reigniting patriotism debate in US sports
Published ・ Source Taiwan | 中央社 CNA
US President Trump posted on social media criticizing NBA star James for disrespectful behavior during the national anthem and demanding that he apologize to warriors and heroes; James plays for the 76ers, and neither side has responded.
Russian forces bombard Kyiv with ballistic missiles; Zelenskyy says Kremlin has not changed its stance on the war
Published ・ Source Taiwan | 中央社 CNA
Russian forces launched ballistic missiles at Kyiv and other areas immediately after talks between Witkoff and Putin, causing casualties and damage to facilities; Zelenskyy said the attack showed that Russia's position on the war had not changed, while Putin stressed that security arrangements for a final peace agreement would be the focus of the three-party talks.
Facts
2 people were killed locally
More than 30 others were injured
2 women, aged 50 and 60, were killed
More than 800 Ukrainian drones launched toward Moscow and other cities were intercepted
Russian forces launched 21 ballistic missiles in 3 waves
Russian forces attacked 12 Ukrainian regions overnight
The Taitung County Government announced that work and classes across the county would be suspended on the 23rd due to the typhoon, and the election draw would be rescheduled for the 27th.
Magnitude 7 earthquake in Tibet's Nagqu kills at least 16, injures 32; more than 300 homes collapse
Published ・ Source Taiwan | 中央社 CNA
A magnitude 7 earthquake struck Baqing County in Nagqu City, Tibet, last night, at a depth of 10 kilometers. According to 新華社, as of 2:25 a.m. today, 16 people had been killed and 32 injured, including 11 seriously injured and 21 lightly injured; 339 homes had collapsed. Rescue and search operations are continuing.
Facts
Magnitude 7
16 people dead
32 people injured
11 seriously injured
21 lightly injured
339 homes collapsed
The quake originated at a depth of just 10 kilometers
The US Federal Communications Commission (FCC) announced a ban on 2 devices containing surveillance chips manufactured by 華為 subsidiary 海思半導體 from entering the US market, marking the first time the FCC has exercised this authority under the new regulations.
Facts
Ban on 2 surveillance-chip devices manufactured by 海思半導體, a subsidiary of Chinese company 華為
華爾街日報: Trump urges Musk to lift Ukraine's 星鏈 restrictions
Published ・ Source Taiwan | 中央社 CNA
華爾街日報 reported that Trump called Musk and asked him to lift restrictions on Ukraine's use of 星鏈; US Secretary of State Rubio said the decision rests with SpaceX and Musk, not the White House.
Refresh your mind and body. An inn nestled in nature, where you can unwind in a sauna.
Published ・ Source Japan | m3.com
一休.com introduces inns and hotels surrounded by nature, where guests can refresh their minds and bodies in saunas and hot springs. Reservations through m3.com earn double points.
Concerns remain over accountability and the abilities of younger staff. Are opinions divided over task shifting to NPs?
Published ・ Source Japan | m3.com
The article presents survey findings on physicians’ opinions and concerns about task shifting to nurses who have completed training in specified medical procedures (specially trained nurses), as well as changes in the relationship between physicians and nurses.
[Manga] Off to the academic conference. The sad “travel gap”.
Published ・ Source Japan | m3.com
The manga in the ongoing series “Professor Murata and His Lively Department Staff” depicts the painful disparities in travel options for getting to academic conferences.