Profiles of Industry Gold Medalists》Stuck to the soil of Qiaozitou for 18 years！白屋藝術村’s 林依璇 and 洪毓伶 make staying part of everyday life
Published ・ Source Taiwan | 風傳媒
白屋藝術村 director 林依璇 and operations director 洪毓伶 have run the organization in Qiaozitou for 18 years，making staying part of everyday life。The two are dedicated to youth workspaces，environmental learning，and collaborations with artists，and share the importance of professional preparation and hard work。
Facts
白屋藝術村 director 林依璇 and operations director 洪毓伶 have been in Qiaozitou for 18 years。
林依璇 has an academic background in architecture and historic preservation。
林依璇 hopes to preserve ways of life that bring people close to nature by caring for the local community。
洪毓伶 believes that once a space opens，ways must be found to keep it going，and stresses the importance of supporting youth teams。
Neither 林依璇 nor 洪毓伶 is from Qiaotou；both came to 白屋 through work in landscape and design。
Latest on the NT$10,000 cash handout！Tomorrow，10/27，a NT$3,000 payment for each person：people meeting the criteria in “1 area” can collect it directly；see the payment time and method
Published ・ Source Taiwan | 風傳媒
The central government’s 2027 budget proposal for a universal NT$10,000 cash handout has entered deliberation，and the Legislative Yuan plans to invite the premier to report on 10/27。Meanwhile，local governments，including Toucheng Township in Yilan，have launched local revitalization payments；Toucheng residents can start collecting NT$3,000 per person on 10/27。
Facts
Ruling and opposition caucuses in the Legislative Yuan reached a consensus to invite Premier 卓榮泰 to attend on October 27 to report on the preparation of the overall budget and answer questions。
The central government plans a universal NT$10,000 cash handout in 2027，with both budgeted revenue and expenditure set at NT$3.9266 trillion。
Huatan Township in Changhua County is distributing NT$6,000 in economic stimulus funds per person to residents registered there before March 1，2026。
The economic stimulus payment in Yanping Township，Taitung County，has been raised to NT$5,000 per person；distribution is expected to be completed before Lunar New Year in 2027，after the budget is approved。
Major new Labor Insurance Bureau rules take effect！A major change to how retirement benefits are claimed will be implemented nationwide；see the latest rules
The annualized return of the new labor pension system fund was 7.64% at the end of 2025；the Labor Insurance Bureau reported a return of 15.6% for 2025。
Starting August 1，2026，employers may not refuse workers’ voluntary contributions or requests to adjust their contribution rates。
Individual accounts under the new labor pension system have a minimum guaranteed return；returns may not fall below the benchmark calculated using the interest rate on 2-year bank time deposits。
After Hours International》Is Trump undermining the dollar’s dominance？Eichengreen reveals “3 crises of confidence”：Why can’t the euro or renminbi take over
Published ・ Source Taiwan | 風傳媒
University of California，Berkeley professor Barry Eichengreen said on the program After Hours International that the dollar’s dominance faces a crisis of confidence rooted in the United States。He said the main causes are the U.S. government’s undermining of confidence in the financial system and the country’s becoming an “unreliable ally”，not the renminbi surpassing the dollar in strength。
Facts
Eichengreen said the dollar’s loss of credibility stems from domestic political problems in the United States and the country’s becoming an unreliable ally，not the renminbi surpassing it in strength。
In 2022，the United States froze Russia’s central bank dollar foreign-exchange reserves，prompting central banks around the world to seek alternatives to the dollar。
The renminbi accounts for about 2% of global foreign-exchange reserves，far below the dollar’s 57%。
The People’s Bank of China is not an independent central bank and takes orders from the Chinese Communist Party’s Politburo。
The eurozone has about US$4 trillion in AAA-rated government bonds，far less than the US$40 trillion in U.S. government debt。
Behind the Scenes》Army Land Victory exercise held in secret at a key stronghold！The 2 sides want a one-on-one showdown for a change
Published ・ Source Taiwan | 風傳媒
The Army held its major annual “Land Victory No. 2” exercise，originally scheduled for mid-October 2026，but ended it early because of a typhoon。The exercise’s training system was overhauled，with the Army Education，Training and Doctrine Development Command taking overall control，in a bid to counter the PLA threat；the military said it had gained a great deal。
Facts
The Army’s major annual exercise “Land Victory No. 2” was originally scheduled to take place from October 14 to 23，2026。
Original操演採10天9夜、24小時晝夜不間斷方式實施。
The exercise ended 1 day early because of Typhoon Fung-wong。
In 2025，the Army overhauled its exercise system，making the Army Education，Training and Doctrine Development Command the central exercise control body。
In the past，brigade-level opposing-force exercises were separately organized by the 3rd，5th，and 4th Theater Commands under the code names Chang Tai，Chang Qing，and Chang Sheng。
Commentary：From mine-hunting ships to wind power，policy loans that sank 9 major state-owned banks
Published ・ Source Taiwan | 風傳媒
森崴能源 subsidiary 富崴能源 went bankrupt after running out of working capital for an offshore wind power project，exposing 9 major banks，including 台灣銀行，to NT$6.7 billion in risk。The article criticizes government-backed policy loans for leading banks to abandon professional due diligence，repeating the tragedy of the 慶富造船 case，and warns of risks in green finance。
Facts
Original富崴能源承攬台電離岸風電二期工程，因成本墊高與資金周轉失靈導致破產。
The case involves 9 major state-owned banks，including 台灣銀行 and 土地銀行，with about NT$6.7 billion in exposure。
Original台電董事長曾文生需出面與富崴的債權銀行團洽商，以處理上百億元資金事宜。
The 2017 慶富造船 mine-hunting ship case cost 9 major banks more than NT$12.5 billion，prompting major personnel changes among bank executives。
The Tsai administration began promoting its Green Finance Action Plan in 2017；the first phase of green finance was said to have delivered NT$1.2 trillion in green loans。
Observers worry that if officials do not explain the NT$6.5 billion in bad debts，banks will be reluctant to support future offshore wind power projects。
Profiles of Industry Gold Medalists》The old house stays，and its story goes on！白屋藝術村’s 林依璇 and 洪毓伶 have worked at Qiaotou Sugar Factory for 18 years
Published ・ Source Taiwan | 風傳媒
白屋藝術村 at Qiaotou Sugar Factory in Kaohsiung has been run by 林依璇 and 洪毓伶 for 18 years，with a focus on revitalizing spaces and fostering local development。The team has weathered flooding and the pandemic，combining environmental education，artistic creation，and youth work as it seeks a path to sustainable operations。
Facts
林依璇 and 洪毓伶 have spent 18 years working at 白屋藝術村 in Qiaotou Sugar Factory，Kaohsiung。
橋仔頭白屋 has capital of NT$5 million and was established on April 27，2009。
白屋藝術村’s main products and expertise include managing historic and cultural sites，planning cultural and creative events，and fostering local development。
The team once relied on outside design projects to cover the site’s rent，leaving less time to devote to the site。
白屋藝術村 developed the environmental theater production “祭 to Hou Tu” staged beneath a rain tree。
白屋藝術村 still struggles to break even without government subsidies。
Exclusive interview》No longer just a byword for Hsinchu Science Park！Hsinchu Mayor 高虹安：A three-hundred-year-old city with mountains，lakes and sea；hopes to turn business travelers into tourists
Published ・ Source Taiwan | 風傳媒
Hsinchu Mayor 高虹安 spoke in an exclusive interview during a forum on October 19，2026，and said Hsinchu was moving from a technology hub to an international tourism destination。The city is bringing together its historic city center，natural attractions，and food，and aims to turn business travelers into tourists。
Facts
Hsinchu Mayor 高虹安 attended the “2026 HCCG x TTI Hsinchu Tourism Development Forum” and gave an exclusive interview to The Storm Media，the English-language news site of Storm Media，on October 19，2026。
Hsinchu recorded 18.47 million tourist visits in 2025，up about 15% year over year；its hotel room occupancy rate was 67.03%，the second-highest nationwide。
Hsinchu is one of the cities with the highest share of Japanese visitors among foreign guests，at about 47%，ranking fourth in Taiwan。
When Hsinchu was included in the 臺灣米其林指南 selection for the first time last year，7 restaurants received Bib Gourmand recommendations。
The Hsinchu City Government’s “Hsinchu Pass” app has surpassed 240，000 downloads，and the official tourism guide website has been upgraded with Chinese，English，Japanese，and Korean interfaces。
Companies mentioned：財團法人台灣觀光研訓院、芙洛麗大飯店、風傳媒英文新聞網 The Storm Media、臺灣米其林指南
Oct. 26 morning news｜Starting Oct. 30，1 county or city will issue NT$100-for-NT$200 shopping vouchers for 3 consecutive days；Golden Bell Awards 61：沈玉琳 wins a hosting award while battling cancer；northeast monsoon arrives as work resumes tomorrow，with temperatures dropping to 20 degrees
Published ・ Source Taiwan | 風傳媒
This report covers several major recent news stories, including the distribution of Taichung shopping vouchers, Golden Bell Awards results, weather changes, celebrity news and sporting events.
Education Commentary》The sugary coating of lifelong learning: The flawed thinking behind the “30+ University” policy
Published ・ Source Taiwan | 風傳媒
The Ministry of Education is promoting the “30+ University Pilot Program,” lowering the age threshold to 30 and allowing working adults to earn bachelor’s degrees through flexible study arrangements. The move is intended to address declining birth rates and career transitions, but has resulted in top universities sitting out, private schools dominating, and a severe disruption to the community college landscape.
Facts
Over the past 2 years, the Ministry of Education has launched the “30+ University Pilot Program,” sharply lowering the minimum age for applicants from 55 to 30.
The “30+ University” program allows students to complete the required 128 credits within 10 years to receive an official bachelor’s degree.
The vast majority of participants in the “30+ University” program are private colleges and universities and regional public universities; traditional top research universities have almost entirely stayed out.
The “30+ University” program authorizes schools to offer credit programs with additional enrollment slots and small classes of about 20 students.
Community colleges have long shouldered the responsibility of supporting lifelong learning, civic education and the cultivation of local culture in Taiwan.
CPC’s 20th Central Committee Fifth Plenum opens; party newspaper says establishing Xi’s core status is its greatest political achievement
Published ・ Source Taiwan | 中央社 CNA
The CPC’s 20th Central Committee Fifth Plenum opened, and the party newspaper 人民日報 published a commentary calling the establishment of Xi Jinping’s position as the core the greatest political achievement since the 18th Party Congress, comparing him with Mao Zedong.
Facts
CCP 20th Fifth Plenum
Since the Party’s 18th National Congress
The 105th anniversary of the founding of the Communist Party of China
The 90th anniversary of the victory of the “Long March”
Three Taichung hot spring areas win Golden Spring Awards; Taiwan-Japan hot spring tourism partnership enters its 10th year
Published ・ Source Taiwan | 中央社 CNA
The Guguan, Wuri and Dakeng hot spring areas in Taichung won gold, silver and bronze awards, respectively, at the “Taiwan Good Hot Springs Golden Spring Awards.” Exchanges between Taichung and Aomori Prefecture, Hirakawa City and Misasa Onsen in Tottori Prefecture have entered their 10th year, and the 2026 Taichung Hot Springs Festival is being held to promote tourism.
小禎 belts out a hit on the Golden Bell stage; Hu Gua jokes he’ll give her NT$30 million to make an album
Published ・ Source Taiwan | 中央社 CNA
At the Golden Bell Awards after-party, host Hu Gua was moved by his daughter 小禎’s musical interlude and joked that he would invest NT$30 million to help her make an album. Hu Gua, 陳亞蘭 and 歐漢聲 won the Variety Program award for 《週末最強大》.
Two men clash during talks over relationship dispute in Taichung; both injured by utility knife and taken to hospital
Published ・ Source Taiwan | 中央社 CNA
Two men in Taichung clashed while discussing a relationship dispute. 葉男 attacked 陳男 with a utility knife, and both were injured in a scuffle. Police took them to hospital and referred them for investigation on suspicion of assault.
5 highlights from the Golden Bell drama awards: 李心潔 and 舒淇 face off for “The Resurrected”
Published ・ Source Taiwan | 中央社 CNA
The 61st Golden Bell Awards for drama were presented tonight under the theme “A Generation.” 陳庭妮 took on hosting duties for the first time; Vietnamese star 連炳發 attended to present an award, symbolizing international exchange; 李心潔 and 舒淇 competed for Best Actress in a Miniseries for 《回魂計》, creating an “in-house showdown”; and the finale featured five actresses, including 小薰 and 鍾瑶.
SJ’s 銀赫 rallies fans to help win award; Taiwanese girl group W!nky to perform in the U.S. at an NBA game
Published ・ Source Taiwan | 中央社 CNA
“宇宙啦啦隊,” the audition show hosted by SJ’s 銀赫, won the Most Popular Variety Program award. Producer B2 thanked fans for their votes. W!nky, the girl group formed through the show, will perform during halftime at an NBA game in the U.S.
Israel election becomes battle for the nation’s soul; more than 67,000 expatriates fly home to vote
Published ・ Source Taiwan | 中央社 CNA
Israel’s election will take place on the 27th, with more than 67,000 expatriates flying home to vote, a move that could prove pivotal. The AID聯盟 is promoting its “Fly Back to Vote” initiative to help expatriates return, while 聯合黨, led by Benjamin Netanyahu, had sought to halt the initiative but has since reached an agreement.
Facts
More than 67,000 expatriates
Original波拉克花費5716美元
(about NT$182,054)
Took 14 hours
Served this country for nearly 10 years
An estimated 67,000 Israeli expatriates
Since October 7, 2023
Including about 20 full-time staff
And more than 50 volunteers
Plans for 6 flights
The goal is at least 50,000 people
In the 120-seat parliament
The 61 seats needed for a majority
Since 1996
Served as prime minister for about 19 years
Causing about 1,200 deaths
Another approximately 250 people were taken hostage
曾寶儀 thrilled to win Lifestyle Program Host award; 張小燕 warmly tells her, “You make me proud”
Published ・ Source Taiwan | 中央社 CNA
曾寶儀 won the Lifestyle Program Host award for 《我們回家吧3》, and 張小燕 sent her a message of encouragement, calling her a source of pride. 陳漢典 said he had informed 林志玲 before impersonating her and was told to make the impersonation beautiful.
U.S. Marine, 20, charged by Japanese prosecutors in murder of Okinawan woman
Published ・ Source Taiwan | 中央社 CNA
Japanese prosecutors have indicted a 20-year-old U.S. Marine, accusing him of strangling a 39-year-old woman with a telephone cord in a hotel in Okinawa on October 3 and stealing her belongings. The case has sparked public outrage and renewed debate over the U.S. military presence.
Gene sequencing aids diagnosis of severe infections; 亞洲準譯 builds database of 27,000 pathogens
Published ・ Source Taiwan | 中央社 CNA
Taiwanese biotech startup 亞洲準譯 has used gene sequencing technology to build a local database covering 27,000 pathogens, raising the detection rate by 3 times and cutting testing time to under 1 day. The technology has been adopted by more than 70 hospitals. The company received a subsidy of about NT$19 million from the Ministry of Economic Affairs, is expected to generate NT$200 million in investment, and plans to register on the Emerging Stock Board in December while actively expanding into the Japanese market.
Facts
27,000 pathogens
A 3-fold increase
Cut to under 1 day
More than 70 hospitals across Taiwan
Subsidy of about NT$19 million
Generate NT$200 million in investment
Pathogen detection rate reaches 88%
Traditional blood culture: 26%
Out-of-pocket cost of about NT$30,000 to NT$50,000
6 Chinese military vessels and 9 government ships intrude near Taiwan; 國軍 monitors closely
Published ・ Source Taiwan | 中央社 CNA
The 國防部 released movements of Chinese military aircraft and vessels, reporting that from 6 a.m. yesterday to 6 a.m. today, it detected 6 Chinese military vessels, 9 government ships and 1 Chinese military aircraft crossing the median line and intruding into the southwestern and eastern airspace. 國軍 is closely monitoring and responding.
Growth in mass production of new drugs and active pharmaceutical ingredients lifts pharmaceutical manufacturing output 16% in first 9 months
Published ・ Source Taiwan | 中央社 CNA
Taiwan's pharmaceutical and medicinal chemical products industry recorded a 16.21% year-on-year increase in its production index in the first 9 months, boosted by rising demand for high-priced active pharmaceutical ingredients, manufacturers expanding production lines and new drugs entering mass production.
Facts
Production index up 16.21% year on year in the first 9 months of this year
September up 15.94% year on year
Up 5.62% year on year in 2023
Down 7.95% year on year in 2024
Slightly rebounded in 2025, with a 1.22% year-on-year increase
Traffic expected to surge northbound on National Freeway 5 on final day of holiday
Published ・ Source Taiwan | 中央社 CNA
On the final day of the holiday, the 高公局 expects northbound traffic on National Freeway 5 to surge in the morning, with traffic on western Taiwan's national freeways building after noon. Motorists are advised to avoid peak departure times. Multiple traffic-control measures will also be implemented.
Facts
Traffic volume: 8.1 million vehicle-kilometers
Traffic volume today is forecast at 107 million vehicle-kilometers
Lula stages historic comeback after trailing in first round of Brazil presidential election, defeats Bolsonaro's son to win fourth term
Published ・ Source Taiwan | 中央社 CNA
Brazilian President Luiz Inácio Lula da Silva defeated Flávio Bolsonaro with 51.77% of the vote in the presidential runoff, winning reelection and setting out on his fourth term next year. The victory marks the first time since the restoration of democracy in Brazil that a candidate who trailed in the first round has come from behind to win in the second. Controversy over public transportation during the election led the Supreme Court to extend voting hours. Lula will face legislative challenges under a Congress dominated by conservatives, as well as issues including the fiscal deficit.
Facts
With 99.90% of the votes counted
Lula received 51.77% of the vote
Flávio Bolsonaro: 48.23%
Trailed by about 2.2 million votes in the first round
Abstention rate in the second round fell to 18.98%
Su Ching-chuan apologizes in Facebook post for saying Chou Chun-mi has no children and does not know the hardship of raising them
Published ・ Source Taiwan | 中央社 CNA
KMT Pingtung County magistrate candidate Su Ching-chuan sparked controversy with a comment that incumbent magistrate Chou Chun-mi had “never raised a child,” then apologized in a Facebook post.
North Korea denies responsibility for land mine incident, warns of self-defense if sovereignty is violated
Published ・ Source Taiwan | 中央社 CNA
北韓中央通信社 sent a letter to the U.N. Security Council accusing South Korea of fabricating the September land mine incident and endangering border troops, and warning that it would retaliate in self-defense if its sovereignty were violated. South Korea said the explosion was caused by land mines planted by North Korea and continued to propose military talks to reduce the risk of conflict.
昇達科 upbeat on low-Earth orbit satellite expansion; AI drives space computing and data center applications
Published ・ Source Taiwan | 中央社 CNA
昇達科技 is optimistic that the low-Earth orbit satellite industry is entering a phase of expansion and replacement. AI demand is also driving space computing and data center applications, with substantial demand for components expected.
Northeast monsoon to strengthen from 10/27; cooler weather and brief showers in the north and northeast
Published ・ Source Taiwan | 中央社 CNA
The Central Weather Administration said the northeast monsoon will strengthen from October 27, bringing slightly cooler temperatures and localized brief showers to northern and northeastern Taiwan. The weather will stabilize on the 29th and 30th, before the next northeast monsoon arrives on the 31st. This year's Typhoon No. 30, In-fa, is far from Taiwan and will have no direct impact.
UK first to establish biosecurity AI lab; U.S. companies including OpenAI invest
Published ・ Source Taiwan | 中央社 CNA
The U.K. government plans to invest 100 million pounds to establish the world's first biosecurity AI lab (AIBL). OpenAI and Anthropic will each contribute resources of equivalent value, and the project will work with Google DeepMind and Basecamp Research to address biosecurity threats posed by AI.
Facts
100 million pounds
About NT$4.3 billion
Companies mentioned：OpenAI、Anthropic、Google、Google DeepMind、Basecamp Research
Musk says SpaceX raised $40 billion, predicts wave of consolidation among emerging cloud companies
Published ・ Source Taiwan | 中央社 CNA
Musk announced that SpaceX completed $40 billion in GPU debt financing, with capital expenditures expected to reach $35 billion to $40 billion in the fourth quarter. He also predicted that emerging cloud computing providers will face a wave of consolidation and bankruptcies.
Facts
$40 billion in graphics processing unit (GPU) debt financing
Capital expenditures will reach $35 billion to $40 billion in the fourth quarter
US midterm elections draw near; candidates knock on 5,000 doors to show campaigning fundamentals
Published ・ Source Taiwan | 中央社 CNA
With the US midterm elections drawing near, Yorba Linda, California, candidate Sean Payakapong and volunteers have knocked on more than 5,000 doors, demonstrating the fundamentals of campaigning. Acting Mayor Huang Ruiya said voters care about whether candidates value everyday life and family.
Swiss living costs too high; lower tax-free allowance fails to curb cross-border shopping boom
Published ・ Source Taiwan | 中央社 CNA
Swiss residents continue to shop across the border amid high prices. Total spending reached 9.2 billion Swiss francs in 2025, and the lower tax-free allowance has failed to curb the boom.
Facts
About 72% of the population shops abroad
Total spending of about 9.2 billion Swiss francs
About NT$350 billion
About 5 times a year on average
About 230 francs spent per trip at brick-and-mortar stores abroad
300 francs per person per day
Reduced to 150 francs
Further reduced to 50 francs
About NT$2,000
About 1/3 of the vehicles have Swiss license plates
Gold's $4,000 threshold hard to hold? Franklin Templeton: Central banks' 16 straight years of buying provide strongest support for a medium- to long-term bull market
鴻海 and 輝達 collaborate on DGX SuperPOD, boosting AI training performance by 2.48 times
Published ・ Source Taiwan | 鉅亨網
鴻海 and 輝達 have adopted DGX SuperPOD in a collaboration that boosts FoxBrain model training speed by 2.48 times, and are expanding AI applications to manufacturing floors and management of global facilities.
Facts
鴻海 and 輝達 have adopted NVIDIA DGX SuperPOD and DGX GB200 systems to accelerate FoxBrain training.
Original1200億參數模型的訓練速度較過去採用H100的方案提升2.48倍。
Processed 1 trillion tokens in 12 days using DGX SuperPOD.
Reduced factory scheduling hours by 25% through an automated production scheduling system (APS).
Used AI to optimize process settings, reducing engineering workload related to process changeovers by 50%.
Addressed the root causes of more than 20 major defects, with an issue-resolution rate exceeding 90%.
Supports AI workload scheduling at more than 200 facilities worldwide.
Active ETF assets near NT$1 trillion! Performance gap widens as 00400A emerges as a dark horse
Published ・ Source Taiwan | 鉅亨網
Active ETF assets are nearing NT$1 trillion, with performance diverging sharply. 00400A emerged as a leader with a 7.91% return, thanks to precise stock selection and timing, showcasing the advantages of the performance-validation phase.
Facts
As of the end of September, total active ETF assets reached NT$988.6 billion, with more than 4.25 million beneficiaries.
Over the past 3 months, the performance gap between the best- and worst-performing Taiwan stock active ETFs reached 17.61 percentage points, while the average return was only 0.60%.
Original主動國泰動能高息(00400A-TW)以7.91%報酬率躍居績效冠軍。
Original主動國泰動能高息領先同類型基金平均7.31個百分點。
A total of 20 Taiwan stock active ETFs were included in the September performance comparison.
Musk says SpaceX secures $40 billion debt deal to buy 輝達 AI chips
Published ・ Source Taiwan | 鉅亨網
Musk announced that SpaceX secured $40 billion in debt financing to purchase 輝達 AI chips, and criticized new cloud providers for lacking diverse revenue streams, saying they will face elimination. The move highlights SpaceX's investment-grade rating advantage, supported by steady cash flow from Starlink and rocket businesses.
Facts
Musk said SpaceX has completed a debt financing deal worth $40 billion.
The funds will be used to purchase 輝達 graphics processing units (GPUs).
People familiar with the matter said that as of Sunday (the 25th), the parties were still negotiating final pricing and the deal had not been completed.
Musk predicted that more than 200 new cloud providers will face a wave of eliminations and consolidation.
SpaceX will not acquire any new cloud providers，saying there is no point in doing so。
The financing arrangement is being led by banks including 高盛集團，and talks are under way with investors led by 阿波羅全球管理。
SpaceX is selling computing capacity to outside customers through its data center in Memphis to drive revenue growth。
AI infrastructure opportunities and 台電’s resilient grid plan provide a double boost，brightening prospects for the four major heavy electrical equipment makers
Published ・ Source Taiwan | 鉅亨網
華城，亞力，士電 and 中興電 are benefiting from AI infrastructure and 台電’s grid plan，with business prospects looking strong in the second half and order visibility extending to 2029-2031年。
Facts
華城，亞力，士電 and 中興電 are benefiting from infrastructure demand driven by AI，as well as 台電’s resilient grid plan，brightening business prospects in the second half。
華城’s cumulative AIDC orders on hand have reached 220億元，with overall order visibility extending to 2029年。
亞力 has about 130億元 in orders on hand，with semiconductors accounting for 35% and 台電 for 30%。
士電 currently has more than 600億元 in orders on hand，with shipments concentrated in 2027至2028年。
中興電 has 431億元 in orders on hand，with visibility on some orders extending to 2030年。
Trump warns Iran，saying “the time for decision-making has come”：Negotiate or “end this once and for all”？
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump faces threats from Iran and Houthi forces，and says he will decide between negotiations and military action。Although the U.S. has sent additional aircraft carriers，it has not launched an immediate attack。With Israel’s election approaching，Netanyahu’s political fate could affect the course of the regional conflict。
Facts
U.S. President Trump said the time for decision-making had come，with the options being to reach an agreement with Iran or end the matter once and for all。
Trump told reporters late Sunday that there would be no attack that day。
The U.S. has sent additional forces toward the Persian Gulf，including a third carrier strike group。
The U.S. State Department confirmed that diplomatic personnel had been evacuated from Saudi Arabia and that staffing was being adjusted across the wider region。
Iran is now using guided missiles rather than attack drones to target ships near the Strait of Hormuz。
Israeli Prime Minister Netanyahu faces a reelection contest that could determine his political future。
U.S. Defense Secretary Hegseth recently made a brief visit to Israel without announcing his itinerary in advance and met with Netanyahu。
Goldman slashes South Korea’s KOSPI target by 25%！But still sees more than 60% upside
Published ・ Source Taiwan | 鉅亨網
Citing concerns about the AI trade and conservative valuation assumptions，Goldman strategists cut their KOSPI target from 12,000 points to 9,000 points，but still see more than 60% upside for South Korean stocks。
Facts
Goldman cut its KOSPI target for the next 12 months from 12,000 points to 9,000 points。
Goldman said the latest target still implies more than 60% upside from current levels。
The KOSPI’s forward price-to-earnings ratio for the next 12 months has fallen to about 4 times。
The KOSPI’s 4-times price-to-earnings valuation is unprecedented among 18 markets since 2006年。
Goldman believes market expectations of a 65% decline in semiconductor industry earnings in 2027年 are too pessimistic。
Non-memory stocks，which account for about half of the KOSPI’s weight，currently have a forward price-to-earnings ratio of 7.6 times。
South Korean stocks are valued at about half the level of Indonesian stocks。
Computing power futures are poised to take off！GPU rental rates emerge as a new benchmark，but a major hurdle remains unresolved
Published ・ Source Taiwan | 鉅亨網
Foreign media report that AI computing power is being turned into a financial asset，with the U.S. futures market preparing GPU rental futures contracts。Exchanges including CME are vying to launch them，but CFTC approval is still needed。
Facts
The U.S. futures market is preparing futures contracts based on GPU rental rates，but CFTC approval is required。
Several exchanges are vying to launch computing power derivatives。
BGC has established a new division focused on secondary trading and risk management for computing power and storage capacity。
Reference prices for 輝達’s B200 and H100 chips are $5.86 and $2.77 per hour，respectively。
Computing power is difficult to store，and idle GPU hours cannot be stockpiled like crude oil。
South Korean stocks are at record-low valuations：forward P/E of just 4.2 times，a first for a trillion-dollar market
Published ・ Source Taiwan | 鉅亨網
As the AI boom cools，outflows from South Korean stocks have pushed the KOSPI’s forward price-to-earnings ratio down to 4.2 times，a record low for a trillion-dollar market，reflecting severely compressed valuations and investor pessimism。
Facts
The South Korea Composite Stock Price Index (KOSPI) has a forward price-to-earnings ratio of 4.2 times for the next 12 months。
South Korea is the first among 18 markets with market capitalizations exceeding $1 trillion to see its benchmark index’s forward price-to-earnings ratio fall below 5 times。
South Korean stocks currently have a price-to-earnings ratio only slightly more than half that of the Jakarta Composite Index。
South Korea’s exports are on track to reach the $1 trillion mark this year。
Demand for chips from SK海力士 and 三星電子 remains strong。
【ＪＰモルガン・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—26th Fiscal Period (2026/01/27–2026/07/27)
Published ・ Source Japan | EDINET 金融庁開示
JP Morgan Asset Management filed the annual securities report for its 26th fiscal period for beneficiary certificates of domestic investment trusts. Net income for the period was approximately 2.4 billion yen.
Facts
The fund’s objective is to invest primarily in securities of investment funds and seek medium- to long-term growth of the trust assets.
The investment funds are “JPMorgan Funds—Global Healthcare Fund” and “GIM Japan Money Pool Fund F.”
【三菱ＵＦＪアセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—26th Fiscal Period (2025/07/29–2026/07/27)
Published ・ Source Japan | EDINET 金融庁開示
Mitsubishi UFJ Asset Management filed the annual securities report for beneficiary certificates of domestic investment trusts. Operating profit for the 26th fiscal period turned positive at approximately 2.74 billion yen, and the return was a strong 34.56%.
Facts
三菱ＵＦＪアセットマネジメント株式会社 filed an annual securities report.
Operating profit for the 26th fiscal period was 2,747,261,211 yen.
The return for the 26th accounting period was 34.56%.
Total assets at the end of the period were 10,082,131,649 yen.
【三菱ＵＦＪアセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—26th Fiscal Period (2025/07/29–2026/07/27)
Published ・ Source Japan | EDINET 金融庁開示
Mitsubishi UFJ Asset Management filed its annual securities report for the 26th fiscal period on October 26, 2026. Net income for the period was approximately 2.8 billion yen, and the return was 18.88%; net assets decreased from the end of the previous period.
Facts
三菱ＵＦＪアセットマネジメント株式会社 filed an annual securities report.
The return for the 26th accounting period was 18.88%.
【ＳＯＭＰＯアセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—4th Fiscal Period (2025/07/26–2026/07/27)
Published ・ Source Japan | EDINET 金融庁開示
ＳＯＭＰＯアセットマネジメント filed an annual securities report, reporting total assets of approximately 3.89 billion yen and operating revenue of approximately 840 million yen. It also disclosed significant fluctuations in the returns of its main funds.
Facts
Total assets at the end of the period (as of July 2026) were 3,886,059,820 yen.
台灣電力公司 issued a disaster-related power outage alert at 8:10 on 2026年10月26日 for Pingxi，Gongliao，Ruifang and Shuangxi districts in New Taipei City，affecting 55 households and expected to last until 12:00 the same day。
內政部消防署 issued a fire alert for Xigang District，Tainan City，urging the public to avoid gathering to watch and to plan routes in advance to stay clear of the alert area。
台灣電力公司 issued a disaster-related power outage alert at 7:10 on 2026年10月26日 for Pingxi，Gongliao，Ruifang and Shuangxi districts in New Taipei City，affecting 55 households and expected to last until 12:00 the same day。
台灣電力公司 issued a disaster-related power outage alert on 2026年10月26日 for Pingxi，Gongliao，Ruifang and Shuangxi districts in New Taipei City，affecting 55 households。
台灣電力公司 issued a disaster-related power outage alert at 5:10 on 2026年10月26日 for Pingxi，Gongliao，Ruifang and Shuangxi districts in New Taipei City，affecting 55 households。
北辰水産 is issuing refunds and recalling “いかしゅうまい” due to a missing allergen label and an incorrect best-before date (26.10.19/26.10.26 should have been 26.10.18/26.10.25). The response began on October 20, 2026.
Refunds and recalls of the bicycle helmets, cap-style helmets, and hat-style helmets sold by オーブ will begin on October 20, 2026, because the products do not meet the safety standards stated on the product labels and in the instruction manuals.
Materials for the 137th Social Security Council Long-Term Care Insurance Subcommittee Meeting
Published ・ Source Japan | 厚生労働省
A Ministry of Health, Labour and Welfare page providing an overview of the 137th Social Security Council Long-Term Care Insurance Subcommittee meeting and a list of distributed materials.
5th Meeting of the Study Group on the Stable Training and Securing of Healthcare Professionals: Materials
Published ・ Source Japan | 厚生労働省
A page listing materials for the 5th meeting of the Study Group on the Stable Training and Securing of Healthcare Professionals, held by the Health Policy Bureau of the Ministry of Health, Labour and Welfare, as well as contact information.
強新(5013)：Announcement of the death of a company director
Published ・ Source Taiwan | 公開資訊觀測站
強新工業股份有限公司 announced that natural-person director 陳正 died on 115年10月24日。The vacancy does not affect the board’s legal quorum，so no by-election will be held for now。
Facts
Date of change：115/10/24
Proportion of directors changed during the same term：1/6
強新(5013)：Announcement of the death of the company’s vice chairman
Published ・ Source Taiwan | 公開資訊觀測站
強新工業股份有限公司 announced the death of Vice Chairman 陳正。Company operations are managed by department heads at their respective levels，with no impact on operations。
【Fire at former government office site】【26日00:42 Fire at the former 板橋衛生所 government office at 192 Ying-Shi Road，Banqiao District，New Taipei City；extinguished，no casualties】
Published ・ Source Taiwan | 內政部消防署
A fire broke out in the early hours of 26日 at the former 板橋衛生所 site at 192 Ying-Shi Road，Banqiao District，New Taipei City。The 消防局 dispatched 13 vehicles and 27 personnel to extinguish it；there were no casualties。
[Metal-sheet building fire] [26th, 00:41: Fire at an unaddressed, abandoned metal-sheet building beside the parking lot behind Lane 128, Xuecheng Road, Tucheng District, New Taipei City; extinguished, no casualties] Initial (final) report
Published ・ Source Taiwan | 內政部消防署
A fire broke out at an unaddressed, abandoned metal-sheet building beside the parking lot behind Lane 128, Xuecheng Road, Tucheng District, New Taipei City. The fire department dispatched 18 vehicles and 53 personnel to extinguish the fire. There were no casualties.