# AI News 180m Report｜2026-10-23 12:00–15:00 JST｜Page 8 of 8

One place for news and notices from 2 countries/regions: Japan, 576 items from 2 sources; Taiwan, 166 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Could 南電、景碩、臻鼎-KY and 欣興 all become thousand-dollar stocks? Foreign investors bet the shortage will persist into 2028 and raise price targets: This 1 stock could still double

- Published: 2026-10-23T11:53:31+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175279
- Article page: https://ainews.idaeo.ai/a/4413505-en.html
- anchor: #n3526740
- Companies mentioned: 高盛、南電、景碩、臻鼎-KY、欣興

U.S. investment bank 高盛 has raised price targets across the board for the four major substrate makers 南電、景碩、臻鼎-KY and 欣興 to above NT$1,000, anticipating that the BT substrate shortage will persist into 2028. Although share prices have pulled back amid typhoon concerns, their potential gains have widened. Investors should watch foreign investors’ moves and whether price hikes take hold.

Facts:
- 高盛 raised its price target for 南電 to NT$2,700 and maintained a Buy rating.
- 高盛 estimates that the BT substrate market could reach US$16.8 billion in 2028.
- 高盛 estimates that the BT substrate supply-demand gap will widen from 1% in 2026 to 14% in 2028.
- 臻鼎-KY’s optical modules make extensive use of mSAP, and 高盛 says this part of the supply chain is facing the tightest supply.
- 南電 is benefiting from demand for memory substrates, and 高盛 estimates its earnings will grow 75% over the next three years.

## Typhoon Fengshen will be closest to Taiwan tonight through tomorrow morning! 18 counties and cities under orange alerts, with gusts of up to Level 11 possible; strong-wind warnings in 21 counties and cities through tonight

- Published: 2026-10-23T11:53:18+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175282
- Article page: https://ainews.idaeo.ai/a/4413506-en.html
- anchor: #n3526741

The Central Weather Administration issued a land-based strong-wind warning for Typhoon Fengshen on October 23, covering 21 counties and cities, 18 of them under orange alerts. The typhoon’s center will be closest to Taiwan tonight through tomorrow morning. Lanyu has already recorded Level 15 gusts, torrential rain is possible in the Yilan mountains, and seas are rough. The public should avoid outdoor activities.

Facts:
- The Central Weather Administration issued a land-based strong-wind warning for 21 counties and cities, with 18 under orange alerts.
- Typhoon Fengshen’s center was about 320 kilometers east-northeast of Eluanbi, with maximum sustained winds near the center of 43 meters per second.
- Lanyu has recorded Level 15 strong gusts, the highest wind speed observed so far.
- Typhoon Fengshen’s storm radius has reached Taiwan’s eastern half, Nantou, Taichung, Chiayi and the Kaohsiung-Pingtung area.
- Waves of more than 8 meters have been recorded along the southeast coast and around Lanyu.

## Children’s voices know no borders! Kaohsiung’s 翠屏 and Japan’s 白百合 sister preschools sing together across the sea, laying the foundations for international education from an early age

- Published: 2026-10-23T11:53:04+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175281
- Article page: https://ainews.idaeo.ai/a/4413507-en.html
- anchor: #n3526742
- Companies mentioned: 高雄市楠梓區翠屏非營利幼兒園、日本青森縣陸奧市白百合保育園、樹德科技大學應用社會學院

Kaohsiung City’s 翠屏 nonprofit preschool and Japan’s 白百合 nursery school held a cross-border video exchange on the 22nd. Children from both places strengthened their friendship by singing “It’s a Small World,” showcasing the results of international education starting at an early age.

Facts:
- The two preschools officially became sister schools last August.
- Children from the two preschools sang the Japanese version of “It’s a Small World” together across the sea.
- The Starfish class at 翠屏 nonprofit preschool and the Elephant class at Japan’s 白百合 nursery school were the first to begin regular video exchanges.
- 蔡碧夆, director of the Early Childhood Education Section at the Kaohsiung City Government Education Bureau, attended and witnessed the results of the cross-border exchange between the children.

## 萊爾富最強美食不是茶葉蛋、果昔！老饕推它「濃郁滑順、一吃愛上」：每經過必買

- Published: 2026-10-23T11:47:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175276
- Article page: https://ainews.idaeo.ai/a/4413508-en.html
- anchor: #n3526743
- Companies mentioned: 萊爾富、7-ELEVEN、麥當勞

Threads網友熱推萊爾富「厚膽你就奶茶布丁」，讚其茶味濃郁滑順，引發近7000名網友按讚留言爭相購買。同時提及7-ELEVEN推出萬聖節限定黑色布丁，各通路甜食新品競爭激烈。

Facts:
- Threads上有網友發文分享購買萊爾富「厚膽你就奶茶布丁」的體驗，文章曝光後引發近7000名網友按讚留言。
- 網友形容萊爾富「厚膽你就奶茶布丁」的口感為「奶茶味真的厚到爆炸」，並大讚其表現亮眼。
- 有網友指出萊爾富一次買兩個奶茶布丁僅需60元，認為很划算。
- For the holiday, 7-ELEVEN has released a limited-edition Halloween pudding that is entirely black and flavored with caramel and brown sugar.
- 網友推薦萊爾富的黃金豬排堡，表示吃過後不會再吃麥當勞。

## Veteran shoe-factory worker switches careers to long-term care! Ministry of Labor offers up to NT$108,000 in incentives; application details

- Published: 2026-10-23T11:42:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175278
- Article page: https://ainews.idaeo.ai/a/4413509-en.html
- anchor: #n3526744

The Ministry of Labor’s “Care Services Workforce Shortage Incentive” program helps middle-aged workers change careers. A 56-year-old shoe-factory employee, A-Yuan, successfully became a home care worker and received up to NT$108,000 in subsidies.

Facts:
- The Ministry of Labor launched the “Care Services Workforce Shortage Incentive” program to help job seekers enter industries facing labor shortages.
- Eligible workers can receive incentives of NT$5,000 to NT$7,000 per month.
- The care services workforce shortage incentive is available for up to 18 months, with a maximum payout of NT$108,000.
- Applications for the incentive must be submitted within 90 days from the day after each 30-day period of employment is completed.

## The 2026 Frost’s Descent solar term begins today! Elders warn against “4 things,” many people do them from morning to night

- Published: 2026-10-23T11:39:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175277
- Article page: https://ainews.idaeo.ai/a/4413510-en.html
- anchor: #n3526745

The 2026 Frost’s Descent solar term begins on October 23. Folk culture expert 柯柏成 advises people to observe four lifestyle cautions as autumn gives way to winter: keep warm, eat a balanced diet, manage emotions and maintain a regular schedule.

Facts:
- The 2026 Frost’s Descent solar term begins on October 23 and is the last solar term of autumn.
- Folk culture expert 柯柏成 shared 4 taboos for Frost’s Descent: avoid dressing too lightly, eating excessive amounts of spicy and fried foods, excessive worry and frequently staying up late.
- Taiwan’s lowlands generally do not see frost during the Frost’s Descent period because Taiwan is in the subtropics.
- 衛福部中醫藥司指出秋分過後可補充水梨、百合及白木耳等滋陰潤燥食材。
- The Ministry of Health and Welfare’s Health Promotion Administration advises people to keep their head, neck and extremities warm when temperatures drop.

## Are hospitals open during a typhoon day? Hospital outpatient services across Taiwan on 10/23 as Typhoon Fengshen approaches: all outpatient clinics at 長庚體系 closed, while NTU, Taipei Veterans General and Taichung Veterans General offer typhoon clinics

- Published: 2026-10-23T11:30:16+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175262
- Article page: https://ainews.idaeo.ai/a/4413512-en.html
- anchor: #n3526746
- Companies mentioned: 台大醫院、台北榮民總醫院、馬偕醫院、長庚醫院、亞東醫院、台中榮民總醫院、長庚體系、新光醫院、台安醫院、中國醫藥大學附設醫院、部立台中醫院、三軍總醫院、國泰綜合醫院、台北醫學大學附設醫院、萬芳醫院、振興醫院、台北市立聯合醫院、衛福部台北醫院、台北慈濟醫院、雙和醫院、耕莘醫院、汐止國泰醫院、土城長庚、衛福部樂生療養院、基隆長庚、衛福部基隆醫院、新昆明醫院、林口長庚、桃園長庚、中山醫學大學附設醫院、嘉義長庚、奇美醫院、高雄醫學大學附設醫院、高雄長庚、鳳山長庚、大同醫院

Typhoon Fengshen disrupted outpatient services at major hospitals across Taiwan on October 23, 2026. 長庚體系 and others suspended outpatient services, while NTU and Taipei Veterans General and others opened special clinics. Emergency services continued as usual.

Facts:
- As Typhoon Fengshen approaches, work and classes were suspended across 22 counties and cities in Taiwan on October 23, 2026.
- 長庚體系 campuses in northern, central and southern Taiwan, as well as 新光醫院 and 台安醫院, suspended regular outpatient services on 10/23.
- 台大醫院、Taipei Veterans General, 亞東醫院 and Taichung Veterans General opened special typhoon clinics on 10/23.
- 中國醫藥大學附設醫院 and 部立台中醫院 operated their daytime outpatient clinics as usual on 10/23.
- The Central Weather Administration said Typhoon Fengshen’s maximum sustained winds near its center had weakened to 43 meters per second.

## There is technically no such thing as a typhoon day under the law, though many people don’t know it! These “5 groups” must report to work, while 1 occupation is legally barred from working

- Published: 2026-10-23T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11174305
- Article page: https://ainews.idaeo.ai/a/4413516-en.html
- anchor: #n3526750
- Companies mentioned: Uber Eats、foodpanda

The article says Taiwan’s current regulations do not provide for an actual typhoon day; only government offices and schools suspend operations. Work-from-home employees must work as usual if their homes have suffered no damage. Workers in certain industries, such as infrastructure, healthcare and semiconductors, must remain on duty, while delivery workers are legally barred from working.

Facts:
- Current regulations do not provide for an actual “typhoon day.” The legal basis for local governments to announce work and class suspensions covers only government agencies and schools at all levels.
- The “Guidelines for Labor Attendance Management and Wage Payment at Business Entities in the Event of Natural Disasters,” which apply to private-sector workers, are essentially a “safety measure to avoid the dangers of commuting.”
- Work-from-home employees whose electricity, water and internet are functioning normally at home are still legally obligated to fulfill their work duties and cannot claim a day off like commuters.
- Under Ministry of Labor rules, once a local government announces a work suspension in its jurisdiction, delivery platforms must immediately shut down their delivery systems and stop dispatching orders.
- If falling trees, flooding or other hazards on the way to work threaten a worker’s life, the worker has a legal “right to retreat to safety during a natural disaster” and may refuse to report to the workplace.

## “Meet the Little Prince, Wander Around Bitan” landscape installation exhibition opens romantically at New Taipei’s Bitan from October 17 to December 13

- Published: 2026-10-23T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11174723
- Article page: https://ainews.idaeo.ai/a/4413515-en.html
- anchor: #n3526749
- Companies mentioned: DCC碧潭廣場

The New Taipei City Government is holding the “Meet the Little Prince, Wander Around Bitan” landscape installation exhibition at Bitan to mark the 80th anniversary of the publication of “The Little Prince.” It features a giant 19-meter air-inflated sculpture, discounts through New Taipei Coins and a range of arts and cultural events, creating a dreamy waterfront attraction.

Facts:
- New Taipei’s Bitan is hosting the “Meet the Little Prince, Wander Around Bitan” landscape installation exhibition from October 17 to December 13.
- The exhibition venue features a giant inflatable rowing boat-shaped installation, “The Little Prince,” measuring 19 meters wide.
- Members of the “My New Taipei City APP” who complete the task can receive a coupon worth 100 New Taipei dollars.
- Except for electric boats, swan boats and other types of boats are charged per person, at 100 yuan per person.
- The Agriculture Department has launched the “Hope Market” and “Little Green New Coffee Festival” to promote local agricultural products.
- Xindian Ferry is the only ferry crossing in Taiwan that still uses human-powered boats.
- Customers who spend at least 500 yuan in a single transaction at the souvenir shop in the Shuiwan Dining and Recreation Area will receive Little Prince-themed merchandise.

## Parents aged 65 with no income are claimed as dependents by high-earning children！Will they lose eligibility for a health insurance premium exemption？Amendment passes third reading, with “20% threshold” key

- Published: 2026-10-23T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11174752
- Article page: https://ainews.idaeo.ai/a/4413514-en.html
- anchor: #n3526748

The Legislative Yuan passed an amendment to the Senior Citizens Welfare Act at its third reading, proposing full central government subsidies for health insurance premiums for people aged 65 and older who meet income requirements. The key threshold is a comprehensive income tax rate below 20%. The new law is not yet in effect, and current subsidies in Taipei City remain affected by the tax rates reported by recipients’ children.

Facts:
- On Oct. 16, 2026, the Legislative Yuan passed the third reading of the amendment to Article 22 of the Senior Citizens Welfare Act.
- The new law stipulates that the central government will fully subsidize health insurance premiums for people aged 65 and older who meet income requirements.
- Taipei City’s general health insurance subsidy for seniors provides a maximum of 826 yuan per person per month.
- Eligibility for Taipei City’s health insurance subsidy for seniors includes a comprehensive income tax assessment rate below 20%.
- General subsidy recipients in Taipei City must have been registered residents for at least one consecutive year and have lived in Taiwan for at least 183 days in the most recent year.

## Tech Talk》Is the “end of vulnerabilities” here？What is PHP？70% of websites worldwide are at risk, and even Japanese Prime Minister Sanae Takaichi has issued a warning！

- Published: 2026-10-23T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175259
- Article page: https://ainews.idaeo.ai/a/4413513-en.html
- anchor: #n3526747

Japanese Prime Minister Sanae Takaichi warned of the risks posed by a major PHP vulnerability, which affects 70% of websites worldwide. A patch was released on October 21, and some websites have already gone offline.

Facts:
- AI helps humans discover a major cybersecurity vulnerability related to PHP
- Japanese Prime Minister Sanae Takaichi urgently called on users to install a patch via social media
- The PHP patch will be released at 11 p.m. on October 21 (Japan time)
- Some government and company websites were forced to temporarily go offline

## Latest October 24 work and school closure notices／Will Saturday be a typhoon day off？“21 counties and cities meet the criteria, including Taipei, New Taipei, Keelung and Taoyuan” Typhoon Fengshen wind and rain forecast at a glance

- Published: 2026-10-23T11:24:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175274
- anchor: #n3526751

The summary of this item is not shown

## Remember to claim the Ministry of Economic Affairs’ giveaway！Starting tomorrow, October 24, everyone can get 200 yuan in Good Market vouchers in “11 counties and cities nationwide”—times and locations at a glance

- Published: 2026-10-23T11:20:35+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11175115
- Article page: https://ainews.idaeo.ai/a/4413518-en.html
- anchor: #n3526752

The Ministry of Economic Affairs’ Administration of Commerce is running a Good Market voucher campaign in which people can exchange 100 yuan for 200 yuan in vouchers. The campaign combines environmental goals with efforts to boost night market spending and covers 40 night markets across 11 counties and cities.

Facts:
- The Ministry of Economic Affairs’ Administration of Commerce launched the “Celebrate October—Fantastic Good Market Vouchers” campaign in October 2026 to boost night market spending and encourage people to reduce their use of single-use plastic products.
- People can exchange 100 yuan in cash and bring reusable items to receive Good Market vouchers worth 200 yuan.
- Good Market vouchers will be distributed on October 10, 17, 24 and 31, 2026.
- Good Market vouchers are valid through November 8, 2026, and may be used only at participating stalls in the night market where they were originally exchanged.
- Customers who spend at least 500 yuan at a night market can redeem a traditional Taiwanese jia-zhi bag for free. Each night market has a limit of 60 bags.
- The campaign covers 40 night markets across 11 counties and cities in Taiwan.

## Is Huang Kuo-chang’s high polling just inflated？Writer lists 2 reasons Blue and White voters are staying silent：Could lead to the most shocking public-opinion ambush in history

- Published: 2026-10-23T11:17:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175272
- Article page: https://ainews.idaeo.ai/a/4413519-en.html
- anchor: #n3526753
- Companies mentioned: 信民協會、畢肯市場研究公司

Polling expert Tai Li-an released a Taipei mayoral poll showing Huang Kuo-chang leading Chiang Wan-an by 17 percentage points, at 50.3% to 33.3%. Writer Piaolang Island analyzed that the gap may stem from Blue and White voters falling into a spiral of silence out of fear, creating a campaign ploy in which they collectively withhold their preferences. A surprise result on election night could affect Lai Ching-te’s reelection.

Facts:
- The second wave of Taipei City polling released by Tai Li-an showed Huang Kuo-chang with 50.3% support and Chiang Wan-an with 33.3%.
- Chiang Wan-an’s support fell from 41.7% in September to 33.3% in October, a drop of 8.4 percentage points.
- Huang Kuo-chang’s support rose from 40.5% in September to 50.3% in October, an increase of 9.8 percentage points.
- The poll was conducted from October 14 to October 16, with 1075 successful interviews.
- Writer Piaolang Island believes that Blue and White voters withholding their preferences could create a spiral of silence and become a campaign ploy.
- The poll was conducted by telephone by 畢肯市場研究公司, with a maximum margin of error of ±3.0%.
- The Taipei mayoral election is seen as a prelude to President Lai Ching-te’s bid to retain power in 2028.

## Beijing Watch》Wuhan pandemic movie draws heavy criticism！Andy Lau’s The White Coat Rebel, shelved for 6 years, is set for release—why does its heroic narrative fail to resonate？

- Published: 2026-10-23T11:15:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11174883
- Article page: https://ainews.idaeo.ai/a/4413520-en.html
- anchor: #n3526754

The disaster film The White Coat Rebel, shelved for six years, has been announced for release on November 6, sparking debate over heroic narratives and personal memories of trauma.

Facts:
- The film The White Coat Rebel is directed by Hong Kong filmmaker Herman Yau and stars Andy Lau and Yang Zishan. It is set to open nationwide on November 6.
- Some online commenters identifying themselves as being from Hubei or Wuhan said they were uncomfortable with the film, saying they did not want to revisit painful memories.
- China’s total box office revenue fell about 40.6% year over year in the first half of 2026.
- Mr. Chen, a New Taipei resident from Taiwan interviewed in Beijing, said people received different treatment during quarantine and felt the film was a kind of rallying call.

## Finance Talk》Computing power is nowhere to be found！Elon Musk：SpaceX’s AI demand will grow nearly 12 times in a year, all powered by 輝達 chips！

- Published: 2026-10-23T11:09:27+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175258
- Article page: https://ainews.idaeo.ai/a/4413521-en.html
- anchor: #n3526756
- Companies mentioned: SpaceX、輝達、英特爾

SpaceX CEO Elon Musk said at the third-quarter earnings call that, to meet persistently strong demand for AI computing power, the company plans to expand data center capacity from 1.7 gigawatts to 20 gigawatts by 2027. He confirmed that it will use 輝達 chips exclusively, sending related tech stocks higher.

Facts:
- SpaceX data center capacity is expected to expand from 1.7 gigawatts to 20 gigawatts
- All SpaceX GPUs will use 輝達 chips
- Musk sees no signs of a slowdown in demand for AI computing power
- The news pushed shares of 輝達 and 英特爾 higher

## Get Hsinchu Science Park business travelers to stay an extra weekend！European Chamber CEO He Feiyi：A small thing like an English menu makes a big difference

- Published: 2026-10-23T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11175314
- Article page: https://ainews.idaeo.ai/a/4415278-en.html
- anchor: #n3527808
- Companies mentioned: 歐洲在台商務協會、風傳媒、The Storm Media、財團法人台灣觀光研訓院、艾司摩爾、法商液化空氣、默克、海尼根、飛利浦、台積電

At a tourism development forum in Hsinchu City, European Chamber CEO He Feiyi suggested turning business travelers into tourists and improving multilingual information services.

Facts:
- He Feiyi, CEO of the 歐洲在台商務協會（ECCT）, suggested that the Hsinchu City Government turn business travelers into visitors who stay through the weekend.
- 艾司摩爾（ASML）, 法商液化空氣（Air Liquide） and 默克（Merck） are key companies in the semiconductor supply chain that need to set up factories in Taiwan.
- Netherlands Office Taipei Representative Guy Wittich said the Netherlands was willing to extend water resource cooperation to Hsinchu, covering industrial water use and urban livability.

## Another liquidation looming？Just got forcibly liquidated in July, bet the wrong way again in September—Wall Street’s “AI stock guru” faces another position crisis

- Published: 2026-10-23T14:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636498
- Article page: https://ainews.idaeo.ai/a/4415259-en.html
- anchor: #n3527706
- Companies mentioned: OpenAI、Situational Awareness、摩根大通、城堡證券、Citadel、Clear Street、超微、英特爾、SK海力士、SanDisk、閃迪、美光、CoreWeave

The fund Situational Awareness, run by Wall Street’s “AI stock guru” Leopold Aschenbrenner, faces the risk that premiums on its options positions rebuilt in September could be wiped out after a highly leveraged forced liquidation in July, exposing the difficulties of speculation in secondary markets.

Facts:
- Situational Awareness, the fund run by 25-year-old hedge fund manager Leopold Aschenbrenner, faced a forced liquidation crisis in July this year, and its long positions in AI stocks rebuilt in early September have recently come under renewed pressure.
- Aschenbrenner was a researcher on OpenAI’s “superalignment” team. After publishing a lengthy paper in 2024 predicting trends in AI computing power, he established a fund of the same name.
- 基金在7月下旬因美股AI硬體族群約兩成回檔及4倍融資槓桿，導致淨值回撤約67%並被迫低價拋售持倉。
- As of the end of June, the fund had about $20.2 billion in long positions in U.S. stocks, including about $5.7 billion in 閃迪 and $5.6 billion in 美光.
- Aschenbrenner switched to working with broker Clear Street, investing hundreds of millions of dollars in premiums to buy call options on 超微, 英特爾, SK海力士 and others.
- Since the positions were established in September, the seven core stocks have fallen by an average of 18.3%, while the options have rapidly lost value as they moved far out of the money and time value eroded.
- After the fund’s net asset value fell about 67%, a large portion of its core positions was transferred to 城堡證券(Citadel) at about half price.

## Meta earnings impress, yet stocks and bonds both sell off！$825 billion commitment reveals the real cost of AI investment

- Published: 2026-10-23T13:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636513
- Article page: https://ainews.idaeo.ai/a/4415258-en.html
- anchor: #n3527707
- Companies mentioned: Meta、Meta Platforms、Microsoft、亞馬遜、Amazon、Alphabet、Google Cloud

Meta’s third-quarter revenue and earnings beat expectations, but negative free cash flow and massive AI investment commitments sent both its shares and bonds tumbling.

Facts:
- Meta reported third-quarter revenue of $64.601 billion, up 26% year over year.
- Meta reported third-quarter advertising revenue of $63.06 billion, up 26% year over year.
- Meta’s free cash flow turned negative in the third quarter, at $2.12 billion.
- Meta's lease and contractual commitments total approximately $825 billion.
- Meta averaged 3.64 billion daily active users as of September.
- Meta held a total of $82.45 billion in cash, cash equivalents and marketable securities.

## With 4,000 breached, where next? Gold gives back all of its summer gains; this week could be its worst since July. Experts: The reason for the unusual trend remains a mystery.

- Published: 2026-10-23T12:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636483
- Article page: https://ainews.idaeo.ai/a/4414430-en.html
- anchor: #n3527060

Spot gold fell below $4,000, and its weekly decline could be the steepest in four months. Rising oil prices and strong employment data lifted expectations that the Fed will keep interest rates high, increasing the cost of holding gold. Experts said spot gold's moves have diverged from the dollar and bond yields, for reasons that remain unclear.

Facts:
- Spot gold fell below the $4,000-per-ounce mark on Friday (23), the first time since July, and was down 0.6% intraday.
- Gold is on track for its steepest weekly decline in more than four months.
- Initial U.S. jobless claims fell last week to their lowest level in nearly 57 years.
- Expert Jesse Colombo said gold's price trend is unusual, diverging from the U.S. dollar index and U.S. Treasury yields.
- Market focus is shifting to the Fed's policy meeting next Tuesday (27) and the upcoming PCE data release.

## Is the memory market shifting from a “chip shortage” to a “red ocean”? Jensen Huang: A supply glut in 2029 is unlikely.

- Published: 2026-10-23T12:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636467
- Article page: https://ainews.idaeo.ai/a/4414431-en.html
- anchor: #n3527061
- Companies mentioned: 輝達(NVDA-US)、SanDisk(SNDK-US)、SK海力士、希捷科技(STX-US)、威騰電子(WDC-US)、美光科技(MU-US)、Roundhill、Meta(META-US)

Nvidia CEO Jensen Huang dismissed the prospect of a memory supply glut in 2029, emphasizing strong demand for HBM and LPDDR. The remarks aimed to counter market panic sparked by South Korean media reports and bolster investor confidence, which has been dampened by a selloff in technology stocks.

Facts:
- Jensen Huang said a memory supply glut by 2029 is unlikely.
- Nvidia is the world's first company to bring LPDDR memory into data centers.
- Western Digital reported first-quarter net revenue of $4.38 billion, up 55% year over year.
- SK海力士 shares fell 8.07%, while Micron Technology fell 6.23%.

## The “bear trap” fails! Chip stocks lose more than $3 trillion in market value. Where is the Philadelphia Semiconductor Index's next line of defense?

- Published: 2026-10-23T12:19:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636345
- Article page: https://ainews.idaeo.ai/a/4414432-en.html
- anchor: #n3527062
- Companies mentioned: 科林研發、應用材料、超微、輝達、Yahoo Finance、彭博

The Philadelphia Semiconductor Index plunged on Thursday, falling below 11,000 points as chip stocks lost more than $3 trillion in market value. The market is watching support at the 200-day moving average. Although ETF inflows have provided some support, the rebound has been derailed, and the bulls must hold key levels to regain momentum.

Facts:
- The Philadelphia Semiconductor Index plunged 6.72% on Thursday to close at 10,731.98, falling below the 11,000-point threshold.
- Since Oct. 6, 60 chip stocks have lost a combined more than $3 trillion in market value.
- 科林研發 and 應用材料 have each fallen about 30% since Oct. 6, while 超微 is down more than 20%.
- 輝達 lost more than $600 billion in market value over the same period and fell 4.40% on Thursday.
- The Philadelphia Semiconductor Index's 200-day moving average is just above the 10,450-to-10,550-point range.
- Semiconductor ETFs attracted record inflows over the past week.
- 科林研發 expects sales in the China market to fall significantly in the quarter ending in December.

## “Just like that day at 矽谷銀行!” Tech stocks plunge as investors rush into Treasuries; 10-year yield tumbles below 5%. Is this the start of a black swan event?

- Published: 2026-10-23T12:00:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636463
- Article page: https://ainews.idaeo.ai/a/4413478-en.html
- anchor: #n3526677
- Companies mentioned: Meta、CoreWeave、PGIM Credit、Mackenzie Investments、CFRA、矽谷銀行

A selloff in U.S. technology stocks sent money pouring into Treasuries, pushing the 10-year yield below 5% for its biggest one-day drop since the 矽谷銀行 crisis. Investors' concerns about excessive AI capital spending and financing risks at giants such as Meta, along with geopolitical tensions, prompted a flight to safety.

Facts:
- U.S. technology stocks suffered a massive selloff on Thursday as investors shifted into Treasuries as a safe haven.
- The 10-year Treasury yield plunged as much as 19.3 basis points intraday to 4.952%.
- Meta's latest earnings beat revenue expectations, but the company raised its capital expenditure guidance and outlined plans for large-scale financing of AI infrastructure.
- Meta's free cash flow turned negative, while quotes for its 5-year credit default swaps (CDS) rose to a record high.
- The 2-year Treasury yield fell as much as 18.8 basis points to 4.635%.

## 〈熱門股〉東台PCB鑽孔機接單滿載直達2027年底 周漲2成創近4個月新高

- Published: 2026-10-23T11:46:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636489
- Article page: https://ainews.idaeo.ai/a/4413479-en.html
- anchor: #n3526678
- Companies mentioned: 東台、東台(4526-TW)

工具機大廠東台受惠AI題材，PCB鑽孔機訂單排至2027年底，9月營收創36個月新高，股價周漲2成創新高，顯示營運進入高成長軌道。

Facts:
- 東台's revenue for September 2026 reached NT$707 million, a 36-month high.
- 東台's PCB drilling machine orders are booked through the end of 2027.
- 東台 shares rose a cumulative 20.38% in late October, reaching a nearly 4-month high.
- 東台 has successfully joined the supply chains of leading PCB manufacturers in Taiwan, China and South Korea.
- 東台 showcased its CCD high-precision drilling machine and AMR automated drilling solution at TPCA Show 2026.

## Japan's September core CPI rose 2.1% year over year, topping the central bank's 2% target for the first time this year and reinforcing expectations of a rate hike by year-end.

- Published: 2026-10-23T11:40:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636419
- Article page: https://ainews.idaeo.ai/a/4413480-en.html
- anchor: #n3526679

Japan's September core CPI rose 2.1% year over year, surpassing the central bank's target and strengthening expectations of a rate hike by year-end. Prime Minister Sanae Takaichi's government is pushing tax cuts, while Finance Minister Satsuki Katayama said Japan has entered a phase of wage-driven inflation.

Facts:
- Japan's September core CPI rose 2.1% year over year, exceeding the Bank of Japan's 2% target for the first time this year.
- The Bank of Japan's preferred measure of underlying inflation, excluding fresh food and energy, was 2.4%.
- The Bank of Japan raised rates by 1 quarter-point in September to 1.25%, the highest level in 30 years.
- Markets expect the Bank of Japan's next rate hike to come in December.
- Japan's House of Representatives is considering a bill to cut the food consumption tax rate from 8% to 1% for 2 years.
- Finance Minister Satsuki Katayama acknowledged that rising import costs are one factor driving up prices.

## 沃爾瑪創1999年來最佳單月 必需消費股創紀錄大漲是警訊嗎？

- Published: 2026-10-23T11:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636466
- Article page: https://ainews.idaeo.ai/a/4413481-en.html
- anchor: #n3526680
- Companies mentioned: 沃爾瑪、Walmart、Benzinga、Consumer Staples Select Sector SPDR Fund、SPDR S&P 500 ETF Trust、Technology Select Sector SPDR Fund、iShares Semiconductor ETF、Meta Platforms、美國銀行、美銀全球研究部、寶僑、Polymarket

沃爾瑪及必需消費品類股10月表現強勁，創多年來最佳單月記錄，反映資金從AI科技股撤離並轉向防禦型資產。儘管歷史先例顯示此種極端輪動常伴隨後續市場下跌，但當前經濟衰退預測低，標普500指數仍維持高位。

Facts:
- 沃爾瑪(WMT-US)自10月以來股價上漲16.2%，有望創下1999年以來最佳單月表現。
- The Consumer Staples Select Sector SPDR Fund (XLP-US) has risen 11.3% since October, putting it on track for its best monthly performance since the fund was launched in December 1998.
- The iShares Semiconductor ETF (SOXX), which tracks chipmakers, plunged more than 15%.
- 截至10月16日當週，美國銀行客戶賣出創紀錄的148億美元美國個股。
- 寶僑 (PG-US) expects after-tax raw material costs to have an adverse impact of about $1.4 billion this fiscal year.
- Polymarket traders put the odds of the United States falling into a recession by the end of 2026 at 7.5%.

## Ackman bullish on Meta: “It can raise as much as it wants,” backed by $82.4 billion in assets.

- Published: 2026-10-23T11:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636472
- Article page: https://ainews.idaeo.ai/a/4413482-en.html
- anchor: #n3526681
- Companies mentioned: Meta、Meta Platforms、潘興廣場、Pershing Square

Investor Bill Ackman praised Meta's $82.45 billion in liquid assets and its diverse funding options, saying they are sufficient to meet the high capital spending needs of AI infrastructure. Although doubts about returns on AI investment have weighed on the stock, Meta is expanding its financing flexibility by issuing non-voting Class C shares to support long-term growth.

Facts:
- As of the end of September, Meta held a total of $82.45 billion in cash, cash equivalents and marketable securities.
- Meta reported third-quarter revenue of $64.601 billion, up 26% year over year.
- Meta's third-quarter free cash flow turned negative at $2.12 billion, mainly because capital spending rose rapidly.
- Meta expects full-year capital expenditures in 2026 to reach $135 billion to $145 billion.
- Meta's board approved the creation of non-voting Class C common shares, which are expected to take effect on Jan. 19, 2027.
- Meta recorded $9.89 billion in legal-related expenses in the third quarter, tied to a settlement of lawsuits over teen mental health.
- 潘興廣場 began building its Meta stake as early as the end of 2025, investing about $2 billion.

## 美光台中工會協商成功！8成人員調薪近2.7倍 經部盼桃園廠跟進

- Published: 2026-10-23T11:15:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636455
- Article page: https://ainews.idaeo.ai/a/4413483-en.html
- anchor: #n3526682
- Companies mentioned: 美光、MICR-US

美光台中工會與公司達成協議，約8成人員調薪近2.7倍，產線及工程師年薪大幅上調，勞退提撥升至10%。經濟部肯定成果並盼桃園廠跟進。

Facts:
- 美光台中工會與公司達成勞資協議，約8成以上人員調薪近2.7倍。
- 產線人員年薪從63萬元增加到200多萬元。
- Annual salaries for junior engineers will rise from NT$1.45 million to NT$4 million。
- 中高階工程師年薪從200多萬元增加到600萬元。
- Employer contributions to labor pensions will increase to 10%。
- The daily shift allowance for frontline production-line shift workers will rise from NT$1,500 to NT$4,500。
- 美光’s cumulative investment has reached NT$1.6 trillion。

## 〈Hot stocks〉玉晶光 joins forces with US company 3M to advance production of beam-expanding optical technology；shares gain 6.91% for the week

- Published: 2026-10-23T11:13:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636400
- Article page: https://ainews.idaeo.ai/a/4413484-en.html
- anchor: #n3526683
- Companies mentioned: 玉晶光、3M

玉晶光 and 3M signed a cooperation agreement，with 3M acquiring a 4.68% stake through a private placement of NT$4.813 billion to jointly develop beam-expanding optical technology。玉晶光 is benefiting from demand for AI and high-speed data transmission；third-quarter revenue hit a record high，and its share price rose in tandem。

Facts:
- 玉晶光 will partner with US company 3M to advance the research，manufacturing and capacity expansion of beam-expanding optical technology (EBO) solutions。
- 3M acquired about a 4.68% stake in 玉晶光 through a private placement investment of NT$4.813 billion。
- 玉晶光’s third-quarter 2026 revenue reached NT$7.816 billion，putting it near a historical high。
- 玉晶光 shares closed at NT$1,160 on the 22nd，up 6.91% for the week。
- 玉晶光’s production team will support mass production of 3M EBO sleeves，co-packaged optics (CPO) solutions and related optical interconnect modules。

## Reversal in a day！SpaceX plunges 9% as market’s AI capital-spending anxiety takes its toll

- Published: 2026-10-23T11:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6636475
- Article page: https://ainews.idaeo.ai/a/4413485-en.html
- anchor: #n3526684
- Companies mentioned: SpaceX、特斯拉、MoffettNathanson、路透社、彭博資訊、摩根大通、美銀、巴克莱

SpaceX’s third-quarter earnings showed AI business revenue surpassing Starlink for the first time，with revenue up 161% year over year to US$14.58 billion and net income of US$4.4 billion。But its share price fell 9.14% after projected fourth-quarter capital spending surged。Elon Musk confirmed that SpaceX and 特斯拉 are studying a merger，while Wall Street remains optimistic about AI’s prospects。

Facts:
- SpaceX shares fell 9.14% on Thursday to US$144.75 per share
- SpaceX’s third-quarter revenue was about US$14.58 billion，up 161% year over year
- SpaceX AI business revenue surged to US$7.56 billion，surpassing Starlink connectivity services for the first time
- SpaceX’s fourth-quarter capital spending could reach US$35 billion to US$40 billion
- 摩根大通 raised its price target for SpaceX from US$240 to US$500

## Chinese influencer fined NT$200,000 and deported after promoting surrogacy in Taiwan

- Published: 2026-10-23T11:22:05+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832618
- Article page: https://ainews.idaeo.ai/a/4414538-en.html
- anchor: #n3527197

A Chinese influencer surnamed Tan and a foreign man surnamed T came to Taiwan as tourists to promote surrogacy，violating the Medical Care Act and immigration regulations。They were fined NT$200,000 and deported。

Facts:
- By the evening of the 22nd

## Typhoon Shanshan’s storm-force winds reach land；氣象署 issues strong-wind alert

- Published: 2026-10-23T10:51:41+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832617
- Article page: https://ainews.idaeo.ai/a/4414539-en.html
- anchor: #n3527198
- Companies mentioned: 氣象署

氣象署 continued to issue sea and land typhoon warnings for Typhoon Shanshan，whose storm-force winds have reached land in eastern Taiwan，with the storm expected to gradually cover the entire island。Local governments across Taiwan，except Kinmen County，announced a suspension of work and classes today。A 15-level gust was recorded on Orchid Island，while 9- to 13-level gusts were reported in many areas。Heavy to torrential rain is forecast for the north，northeast and mountainous areas。

Facts:
- At around 4 a.m. today
- As of 8 a.m. today
- About 320 kilometers offshore
- A 15-level gust has been recorded on Orchid Island
- Pengjiayu，Penghu and Xinwu also recorded 10-level gusts
- There will be 9- to 10-level gusts
- There will be 12-level gusts
- Gusts of 13 levels or higher are possible

## UK hosts Golden Pearl Awards cocktail competition blending cocktails with Taiwanese tea and culture

- Published: 2026-10-23T10:24:09+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832593
- Article page: https://ainews.idaeo.ai/a/4414543-en.html
- anchor: #n3527202
- Companies mentioned: Boba Formosa、公視

英國舉辦首屆「金珍珠獎調酒大賽」，結合雞尾酒與台灣茶飲文化。來自世界各地的調酒師以台灣食材為靈感創作，最終由匈牙利調酒師Rolland Varga奪得首獎。業者指出五星級酒店已開始採用台灣原物料，預估2025年英國珍珠奶茶營收可達1至2億美元。

Facts:
- The 1st Golden Pearl Awards cocktail competition
- More than 100 entries were submitted in the preliminary round
- The final 5 teams advanced to the final
- There was also a whisky master with 51 years of experience
- The 2026 Golden Pearl Awards top-prize winner
- Revenue in 2025 is estimated to have reached
- 2025年的營收高達1到2億美元

## Shallow 7.0-magnitude earthquake strikes Tibet late at night；depth just 10 kilometers，16 dead

- Published: 2026-10-23T10:22:36+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832602
- Article page: https://ainews.idaeo.ai/a/4414542-en.html
- anchor: #n3527201
- Companies mentioned: 美國地質調查所、中國央視、西藏消防救援總隊

A shallow 7.0-magnitude earthquake struck Baqing County in Nagqu City，Tibet，at a depth of just 10 kilometers，killing 16 people。美國地質調查所 and 中國央視 reported on rescue efforts。The area has complex geological structures and has experienced multiple earthquakes in the past 5 years。

Facts:
- A powerful 7.0-magnitude earthquake
- A depth of only 10 kilometers
- A total of 347 rescue personnel were mobilized
- 82 fire engines
- 15 dogs
- More than 4,200 pieces of equipment
- More than 9,400 pieces of relief supplies
- About 400 kilometers from the epicenter
- The average elevation reaches 4,800 meters
- Within 200 kilometers of the epicenter
- There were 54 earthquakes of magnitude 3 or higher

## Giant waves crash onto Taiwan Route 9 in Taitung，overturning 有線電視 work truck

- Published: 2026-10-23T10:13:18+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832612
- Article page: https://ainews.idaeo.ai/a/4414541-en.html
- anchor: #n3527200
- Companies mentioned: 有線電視

Typhoon Shanshan’s approach strengthened winds and waves along the Daxi-to-Duoliang section of the South Link Highway on Taiwan Route 9 in Taitung。A 有線電視 work truck was overturned by a giant wave while crews were carrying out repairs。The 2 workers escaped unharmed，and police later imposed traffic controls and arranged to tow the vehicle。

Facts:
- The 2 workers at the time
- Until around 5 p.m.

## Taitung gusts reach 12 levels；construction-site fence panels blown loose and smash into car

- Published: 2026-10-23T10:09:35+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/832613
- anchor: #n3527199

Taitung’s instantaneous gusts reached 12 levels，and metal sheets from a construction-site fence were blown loose and struck a vehicle。People are urged to stay away from construction fences and other objects that could be blown loose。

Facts:
- Force 12

## 【共栄セキュリティーサービス株式会社】Securities Report—42nd Fiscal Year (2025/04/01–2026/07/31)

- Published: 2026-10-23T14:18:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9Q4,,
- Article page: https://ainews.idaeo.ai/a/4415546-en.html
- anchor: #n3527940
- Companies mentioned: 共栄セキュリティーサービス株式会社

共栄セキュリティーサービス filed its securities report for the 42nd fiscal year. In the first year-end following a change to its fiscal year, it recorded net sales of ¥15.3 billion and ordinary profit of ¥1.2 billion, while net income also returned to profitability.

## 【株式会社ランドネット】Securities Report—27th Fiscal Year (2025/08/01–2026/07/31)

- Published: 2026-10-23T14:09:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9OL,,
- Article page: https://ainews.idaeo.ai/a/4415320-en.html
- anchor: #n3527835
- Companies mentioned: 株式会社ランドネット

The summary of this item is not shown

## 【株式会社エコム】Securities Report—41st Fiscal Year (2025/08/01–2026/07/31)

- Published: 2026-10-23T11:59:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9OQ,,
- Article page: https://ainews.idaeo.ai/a/4413471-en.html
- anchor: #n3526676
- Companies mentioned: 株式会社エコム

株式会社エコム announced its results for the fiscal year ended July 2026, reporting net sales of ¥2.66 billion and ordinary profit of ¥530 million. Its equity ratio of 86.1% indicates a sound financial position.

## Frost’s Descent is here，and temperatures are plunging！A traditional Chinese medicine practitioner shares 4 key tips for staying healthy during Frost’s Descent - Heho健康

- Published: 2026-10-23T13:16:02+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388490
- anchor: #n3527601
- Companies mentioned: Heho健康

As the solar term Frost’s Descent begins，the weather is turning cooler and the temperature difference between morning and evening is becoming pronounced。People may experience cold symptoms such as an itchy，dry throat and nasal congestion，as well as cold hands and feet。

## A professor of Chinese medicine tells the story behind the solar terms / Better to nourish your body during Frost’s Descent than all year long！Eat 1 food to ward off cold and stay warm，and strengthen your muscles and bones - Heho健康

- Published: 2026-10-23T12:44:00+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388470
- anchor: #n3527595

Frost’s Descent is the 十八th of the 二十四 solar terms。It begins at 17:38 on October 23，2026，and is marked by cold mornings and evenings，warm midday temperatures，a wide day-night temperature range and pronounced autumn dryness。

Facts:
- The 十八th solar term
- 17:38 on October 23，2026

## The healthiest daily schedule：recommendations for waking，meals，exercise and sleep (with a sample daily routine) - Heho健康

- Published: 2026-10-23T12:35:54+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/999
- anchor: #n3527602
- Companies mentioned: Heho健康

The article presents the healthiest daily schedule，bringing together medical experts’ recommendations on ideal timing，from waking in the morning and resting the eyes to going to sleep at night。It aims to help readers align with their body clocks and regain abundant energy。