England captain Kane wins Ballon d'Or, first Englishman to do so in 25 years.
Published ・ Source Taiwan | 中央社 CNA
England captain Kane received the Ballon d'Or in London, becoming the first English player in 25 years to win the honor; Putellas won the Women's Ballon d'Or for the third time.
Su Ching-chuan apologizes after saying Chou Chun-mi has no children and does not know the hardships of raising them, admitting his wording was inappropriate.
Published ・ Source Taiwan | 中央社 CNA
國民黨 Pingtung County mayoral candidate Su Ching-chuan sparked controversy after saying incumbent county magistrate Chou Chun-mi, who has no children, does not know the hardships of raising children. He apologized today and admitted his wording was inappropriate.
Facts
When Su Ching-chuan spoke at a temple event in Fangliao Township on the 25th.
Australia, UK and US deepen military cooperation; US nuclear-powered submarines to rotate through Western Australia.
Published ・ Source Taiwan | 中央社 CNA
The United States has designated the USS Colorado as the first nuclear-powered submarine to be rotated through Western Australia, a major milestone under the AUKUS agreement. It is expected to be stationed at HMAS Stirling by the end of 2027.
Loses Brazil presidential election; Bolsonaro says he has been barred from leaving the country
Published ・ Source Taiwan | 中央社 CNA
Far-right Senator Flavio Bolsonaro, who lost Brazil’s presidential election, said a Supreme Court justice had barred him from leaving the country and ordered him to hand over his passport. He denounced the move as intimidation and denied plans to flee; incumbent President Lula won a historic 4th term.
8 Chinese military vessels and 4 government ships operate near Taiwan; military keeps close watch
Published ・ Source Taiwan | 中央社 CNA
The Ministry of National Defense said it detected 8 Chinese military vessels, 4 government ships and 3 sorties by Chinese military aircraft in northern and southwestern airspace from 6 a.m. yesterday to 6 a.m. today. The military used aircraft, vessels and land-based missile systems to monitor and respond closely.
澳洲通訊局 (ASD) warned that the threat of foreign governments using artificial intelligence to infiltrate networks and critical infrastructure is unprecedented. Warnings of malicious activity issued over the past year surged 80%. The report said hackers linked to China, Russia and North Korea have targeted Australia and its allies, and mentioned hacking incidents involving models developed by OpenAI and Anthropic.
Facts
Surged 80%
More than 4,400 warnings of potential malicious activity
Apple iOS 27.2 update rolls out; Siri AI to support Traditional Chinese by year-end
Published ・ Source Taiwan | 中央社 CNA
蘋果公司 released the iOS 27.2 operating system update, adding support for 5 languages to Siri AI: French, Japanese, Korean, Portuguese and Spanish. Traditional Chinese, Norwegian, Turkish and Vietnamese are expected to be added by the end of this year.
Italy arrests Moroccan-born researcher over alleged incitement to revolution and terrorism
Published ・ Source Taiwan | 中央社 CNA
Italian police arrested Sihe, a researcher of Moroccan descent suspected of inciting violent protests. Prosecutors accused him of creating social media accounts and devising a revolutionary strategy to overthrow the government.
Northeast monsoon brings more moisture; Yilan should brace for heavier rain from tonight through early morning on the 28th
Published ・ Source Taiwan | 中央社 CNA
The Central Weather Administration said the northeast monsoon will strengthen today and tomorrow, bringing brief showers north of Taoyuan and in eastern Taiwan. Yilan should brace for heavier rain from tonight through early tomorrow morning; lows in central and northern Taiwan will be around 20 to 22 degrees.
U.S. stocks close higher, 台積電 ADR gains; analysts say pressure on Taiwan stocks may ease
Published ・ Source Taiwan | 中央社 CNA
U.S. stocks closed higher, and 台積電 ADR rose 1.4%. Analysts said pressure on Taiwan stocks may ease; 輝達 shared an AI application case involving 鴻海, while Tyntek announced the opening of its Thailand site and plans to expand production in Kunshan.
Facts
台積電 ADR rose 1.4%
The Philadelphia Semiconductor Index fell 6.72% on the 22nd
Rose 0.44%
2.82%
Original半年線45121點
The Dow Jones Industrial Average rose 146.42 points
Or 0.28%
Closed at 52,361.58
The S&P 500 rose 53.09 points
Or 0.70%
Closed at 7,676.77
The Nasdaq Composite climbed 214.04 points
Or 0.82%
Closed at 26,169.38
The Philadelphia Semiconductor Index jumped 304.01 points
Closed at 11,083.47
Taiwan stocks fell 846.34 points on the 22nd
Closed at 46,041.43 points
Mass production is expected to begin in late 2026
NT$1.5 billion expansion plan
Mass production is expected to begin in the 2nd quarter of 2027
Bail raised: Taitung District Court sets bail for Wu Chun-li at NT$7 million
Published ・ Source Taiwan | 中央社 CNA
Former Taitung County Magistrate Wu Chun-li was implicated in a case involving alleged profiteering from a rural road widening project. After the High Court remanded the case for reconsideration, the Taitung District Court ruled early in the morning to raise bail from NT$5 million to NT$7 million.
Accused of leaking national defense information, former FBI director Comey indicted for the 3rd time
Published ・ Source Taiwan | 中央社 CNA
Former 美國聯邦調查局（FBI） Director Comey has been indicted for the 3rd time over allegations that he leaked national defense information. He was previously indicted or accused in connection with the Russia investigation and a case involving a photo of seashells posted on social media, but some of the cases were dismissed or denied.
Facts
Indicted for the 3rd time
While serving as FBI director in October 2016
Accused in September 2025
Indicted again in April this year
Seashells arranged to spell 8647
In American slang, 86
47 refers to his status as the 47th president of the United States
China's industrial profits rise 15.5% in January-September
Published ・ Source Taiwan | 鉅亨網
中國國家統計局 released data for January-September showing that industrial firms above the designated size recorded profits of 6.0337 trillion yuan, up 15.5% year on year. Profits rose significantly in manufacturing and mining, while those in the utilities sector declined.
Facts
Total profits of industrial firms above the designated size nationwide reached 6.0337 trillion yuan in January-September, up 15.5% from a year earlier
Total profits of shareholding enterprises reached 4.6727 trillion yuan, up 20.8%
Total manufacturing profits reached 4.5738 trillion yuan, up 17.0%
Total mining profits reached 881.37 billion yuan, up 38.2%
Total profits in electricity, heat, gas and water production and supply reached 578.56 billion yuan, down 14.3%
Nearly half of Anthropic's revenue comes from rivals; it is both friend and foe to 谷歌, 亞馬遜 and 微軟
Published ・ Source Taiwan | 鉅亨網
Anthropic's IPO filing shows that 48% of its revenue in the first half came from 谷歌, 亞馬遜 and 微軟, reflecting its heavy reliance on competitors that are also partners. This friend-and-foe relationship has raised questions about circular deals and attracted antitrust scrutiny, while massive computing commitments add to operational risks.
Facts
Sales Anthropic generated through the cloud marketplaces of 谷歌, 亞馬遜 and 微軟 in the first half of this year accounted for 48% of its total revenue
Anthropic posted revenue of $11.555 billion and operating profit of $974 million in the second quarter
Anthropic has committed to paying 谷歌 at least $114.5 billion by 2033
Anthropic has committed to paying 亞馬遜 at least $110 billion by 2036
亞馬遜 has invested about $18 billion in Anthropic to date
谷歌 has invested about $23 billion in Anthropic
Anthropic's payments to channel partners increased by $2.7 billion from the same period last year
藍新資訊 lists on the OTC market at NT$68, vying for major opportunities as agentic AI gains traction
Published ・ Source Taiwan | 鉅亨網
藍新資訊 (6938-TW) listed on the OTC market at NT$68 on the 27th, with strong share price performance. The company is actively positioning itself in AI cybersecurity and data center renovation, leveraging a base of 400 customers and its technology integration capabilities to pursue opportunities as agentic AI is deployed.
Facts
藍新資訊 (6938-TW) listed on the OTC market on the 27th at an underwriting price of NT$68 per share.
藍新資訊 shares opened at NT$73.7 in early trading and rose more than 5% intraday.
藍新資訊 has long served government agencies, financial institutions and large enterprises, building a customer base of more than 400.
藍新資訊 established an intelligent applications development division last year and recruited key technical talent.
IDC forecasts that Taiwan's AI platform market will grow from $134 million in 2025 to $608 million in 2029.
OpenAI unveils computer-use powerhouse GPT-6.1 Terra: API prices halved, token efficiency 3 times that of Opus 5.5 at one-quarter the price
Published ・ Source Taiwan | 鉅亨網
OpenAI released the GPT-6.1 Terra model on the 26th, focusing on low-cost computer-use tasks. The model's API price is half that of its predecessor, with significantly improved performance, as it aims to capture the enterprise automation market.
Facts
OpenAI officially released its next-generation model, GPT-6.1 Terra, on Monday (the 26th).
GPT-6.1 Terra's standard API input price is $1 per million tokens, and its output price is $5.
GPT-6.1 Terra scored 15 percentage points higher than its predecessor on the Agents' Last Exam benchmark.
GPT-6.1 Terra's task cost is one-third that of its predecessor, GPT-5.6 Terra.
GPT-6.1 Terra completes tasks more than three times as fast on average as GPT-6 Astra and GPT-6.1 Sol.
On the AA-Omniscience hallucination benchmark, Terra guessed in 38% of cases, down sharply from 88% for its predecessor.
GPT-6.1 Terra is available to Plus, Pro, Enterprise and Edu users of ChatGPT Work and Codex.
Bernstein breaks down crowded AI hardware trades: money pours into chip and networking stocks, while memory stocks diverge
Published ・ Source Taiwan | 鉅亨網
Bernstein said in a report that investment in AI infrastructure has crowded technology hardware trades, with capital highly concentrated in semiconductor and networking stocks, while memory stocks have diverged. AMD and Arista are among the most crowded, while Qualcomm and Sandisk are relatively less crowded. Seagate is a top pick because of its HAMR technology.
Facts
Bernstein said communications equipment is currently the most crowded subsector in the global TMT industry, followed by semiconductors and electronic equipment.
超微 (AMD) is one of the most crowded technology hardware and semiconductor stocks covered by Bernstein, with a standardized crowding score of 2.35.
高通 (QCOM) has spent most of the time since the start of this year in the 10% least-crowded range.
科磊 (KLAC) is significantly less crowded than peers such as Applied Materials because of its long product delivery cycles, expected slower growth than peers in 2026, and the possibility that rising DRAM costs could put about 100 basis points of pressure on gross margins.
Seagate Technology (STX)'s lead in heat-assisted magnetic recording (HAMR) is a key reason Bernstein is optimistic about its earnings outlook. HAMR products are expected to account for about 70% of its nearline hard-drive shipment capacity by 2027.
Sandisk's new long-term supply agreements with customers involve eight data center and edge computing clients and come with a total of $16.5 billion in financial guarantees.
Japanese company sparks grassland fire in Mongolia; Japanese government responds for first time
Published ・ Source Taiwan | 鉅亨網
A subsidiary of Japanese telecom operator 凱迪迪愛公司 sparked a major grassland fire in Mongolia, burning 80% of a protected area. The Japanese government responded for the first time, saying it would assist affected areas, while the Mongolian government stressed it would investigate responsibility and consider seeking compensation.
Facts
A senior executive of Japanese telecom operator 凱迪迪愛公司 sparked a large grassland fire during an activity in a Mongolian nature reserve.
Japan's Chief Cabinet Secretary Minoru Kihara responded for the first time on the 26th, saying the Japanese government takes the severe damage caused by the fire seriously.
About 80% of the area in Mongolia's Numrug Nature Reserve in Dornod Province was burned.
The fire was caused when a vehicle carrying a Japanese executive of 莫比康公司, which is controlled by 凱迪迪愛公司, entered the reserve and ignited dry grass.
Mongolia's Deputy Prime Minister Nomtoibayar said it was necessary to seek compensation from the parties responsible and that an apology alone was not enough.
Chip substrates are the biggest bottleneck for AI infrastructure! Semiconductor supply could remain tight through 2028 as 輝達's share of CoWoS and HBM resources declines
Published ・ Source Taiwan | 鉅亨網
Analysts at SemiAnalysis and 伯恩斯坦 said chip substrates have become the bottleneck for AI infrastructure, with supply-chain tightness potentially lasting through 2028. 輝達's share of resources is declining, raising questions about its profit outlook amid competition from tech giants developing their own chips.
Facts
SemiAnalysis CEO Dylan Patel said chip substrates are the biggest bottleneck for artificial intelligence (AI) infrastructure.
伯恩斯坦 senior analyst Stacy Rasgon expects tightness in the semiconductor supply chain to continue through 2028.
輝達's share of global CoWoS advanced-packaging and HBM resources consumed has begun to decline.
The total cost of building 1 gigawatt of computing infrastructure in 2024 exceeded $60 billion.
Producing the same capacity of HBM requires about 3 to 4 times as many wafers as standard DDR5 memory.
Taiwan stocks seek to hold above the quarterly moving average as earnings reports, investor conferences and major international events converge
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks fell below the quarterly moving average following a sharp drop on Wall Street, and face multiple challenges this week, including earnings reports and investor conferences at several major tech companies, as well as an FOMC meeting. 永豐投顧 advises investors to reduce leverage to navigate volatility ahead of the election.
Facts
Taiwan stocks plunged 1,069 points last week, extending their decline since October to 1,898 points and falling below support at the quarterly moving average.
The Philadelphia Semiconductor Index plunged more than 6%, while TSMC's ADR fell 3%.
The three major institutional investors sold a net NT$283.9 billion last week.
The U.S. midterm elections will be held on November 3.
High-end graphics card prices surge, with sellers in China saying some rose by more than 1,000 yuan in a week
Published ・ Source Taiwan | 鉅亨網
The summary of this item is not shown
Facts
Sellers in Huaqiangbei said 輝達 RTX5060 graphics cards sell for about RMB 4,000.
輝達 RTX5090 prices have climbed to more than RMB 50,000.
An 華碩 RTX5060 8G graphics card has risen 75% from 2,749 yuan in late July.
An 影馳 RTX5080 16G graphics card has risen 115% from 10,399 yuan in mid-July.
Huaqiangbei sellers said the rise in prices for high-end consumer graphics cards was driven by increased AI computing demand, which has tightened chip supplies.
Geopolitical tensions spark strategic stockpiling! How to choose commodities? Expert lays out allocation strategies for three scenarios
Published ・ Source Taiwan | 鉅亨網
張恩魁, a fund manager at 街口投信, said commodities are becoming strategic assets amid geopolitical tensions and AI investment. In a high-inflation, high-interest-rate environment, he recommends allocating 5% to 20% of total assets to commodities such as copper and crude oil to diversify risk, depending on three economic scenarios.
Facts
According to OECD forecasts, global economic growth is expected to be about 2.9% in 2026, while overall G20 inflation could rise to 4.1% from 3.4% in 2025.
Capital spending by U.S. tech giants climbed from about $41.3 billion in the second quarter of 2023 to $160 billion in the first quarter of 2026.
Demand for copper used in AI data centers is projected to grow 55% year over year to 770,000 tons this year.
The projected global copper concentrate supply shortfall in 2026 has been sharply revised up to 606,000 tons from 150,000 tons at the start of the year.
U.S. copper inventories are nearing 700,000 tons, a record high, but copper prices have not fallen significantly as inventories have risen.
The U.S. Strategic Petroleum Reserve had fallen below 300 million barrels by the end of August.
EU to charge handling fees on small parcels from outside the bloc starting 11/1, targeting China
Published ・ Source Taiwan | 鉅亨網
The EU will charge a 2-euro handling fee on small parcels from outside the bloc starting November 1, targeting China. The fee applies to each item and is on top of the existing 3-euro customs duty. Last year, 93% of small parcels came from China and were imported through platforms such as AliExpress and Temu. Imports have fallen 64% since the duty took effect in July.
Facts
Starting November 1, the EU will charge a 2-euro handling fee on small parcels from outside the bloc valued at less than 150 euros.
The handling fee is applied by tariff classification, with the fee applying to each type of item in a parcel.
Nearly 6 billion small parcels entered the EU last year, about 93% of them from China.
Imports have plunged about 64% since the EU began imposing a 3-euro customs duty on small parcels in July this year.
The 2-euro handling fee is permanent, while the 3-euro customs duty runs through July 1, 2028.
Why are stocks falling despite stronger earnings? Oversold opportunities emerge in Taiwan stocks—which names are worth watching?
Published ・ Source Taiwan | 鉅亨網
江國中, an analyst at 摩爾投顧, said Taiwan and U.S. stocks have recently become oversold amid concerns about AI capital spending and crowded positioning, but technical and fundamental indicators suggest buying opportunities are emerging. He recommends watching quality stocks such as 台積電 and 輝達.
Facts
Meta's third-quarter revenue grew 26% year over year and profit beat expectations, but the stock came under selling pressure as the company increased AI capital spending.
The RSI indicators for the Philadelphia Semiconductor Index and Taiwan stocks have fallen to the extremely oversold range of 10 to 11.
Taiwan's export orders reached a record $114.2 billion in September.
AI capital spending by the world's 9 largest cloud giants is expected to exceed $1.5 trillion next year.
Historical data show that after foreign investors make one of their largest daily net sales on record, Taiwan stocks have a 100% chance of rising 60 days later.
Average gasoline prices under Trump surpass Biden-era levels as diesel hits a record high, adding to midterm election pressure
Published ・ Source Taiwan | 鉅亨網
AAA data show that average gasoline prices during Trump's term have surpassed those during Biden's, with nationwide fuel prices reaching a record high. Supply shortages tied to the situation in the Middle East have contributed to the rise. Although the Trump administration has taken executive actions to boost production, high fuel prices remain a major pressure point ahead of the midterm elections.
Facts
Since Trump took office, the average U.S. retail gasoline price has been $3.472 per gallon, above the $3.471 average during the Biden era.
The U.S. national average gasoline price reached $4.286 per gallon as of Sunday, the highest on record for this period.
Global markets are short about 400,000 barrels per day of gasoline that would normally be exported from the Middle East.
The Trump administration invoked the Defense Production Act to boost domestic U.S. fuel production capacity.
The Department of Energy announced it had allocated $150 million in dedicated funding for refinery investments.
Could post-election U.S. stock gains continue? The S&P 500 has historically risen an average of 15.5%; 2027 marks the best period of a presidential term.
Published ・ Source Taiwan | 鉅亨網
This article analyzes historical U.S. stock market performance after midterm elections, noting that the S&P 500 has gained an average of 15.5% and that 2027 falls in the best period of a presidential term. Despite high bond yields and geopolitical risks, corporate earnings growth supports the market outlook, and experts recommend placing buy orders.
Facts
Since 1950, the S&P 500 has risen an average of 15.5% from the midterm election voting day through June 30 of the following year.
2027 will be the third year of the U.S. president's four-year term, which historically is usually the strongest period for the stock market.
U.S. Treasury yields remain near their highest levels in decades, while the 10-year Treasury yield has fallen back below 5%.
Trump pushed through landmark tax cuts in 2025.
Technology stocks account for slightly less than 40% of the S&P 500.
“Bond investors have done the job!” 穆迪 chief economist warns for the second month in a row: A Fed rate hike would be a “mistake”
Published ・ Source Taiwan | 鉅亨網
穆迪 chief economist Mark Zandi opposes further Fed rate hikes, saying the bond market has already done the tightening, while geopolitical tensions are driving up oil prices and worsening inflation, and rate hikes could lead to economic stagnation.
Facts
穆迪 chief economist Mark Zandi posted on X opposing further Fed rate hikes, saying such a move would be a mistake.
The 10-year U.S. Treasury yield is currently fluctuating sharply around 5%, while fixed mortgage rates are holding firm at elevated levels above 7%.
Zandi said the bond market has already done the Fed's tightening for it, with rising borrowing costs materially curbing economic activity.
Global oil prices are surging again and nearing wartime highs amid tensions with Iran.
Zandi had warned that the Fed's September rate hike decision was a “serious mistake.”
輝達 (NVDA), 超微 (AMD) and 博通 (AVGO) have expressed interest in participating in Meta's stock offering, with the 3 companies collectively intending to subscribe for $5 billion in shares.
博通, together with 美國銀行, 黑石, 花旗 and 摩根士丹利, arranged a $63 billion financing plan to lease AI computing equipment to Anthropic.
Reports said the screen on 蘋果's first foldable phone, the iPhone Duo, cracked during its first week on the market. 蘋果 confirmed that a small number of devices were affected and is offering replacements.
Companies mentioned：特斯拉、Tesla、Meta Platforms、輝達、NVDA、超微、AMD、博通、AVGO、美國銀行、黑石、花旗、摩根士丹利、Anthropic、SpaceX、SPCX、蘋果、AAPL、AppleCare、SpaceX AI
The biggest IPO in history is coming! The 7 founders of Anthropic are each worth more than $13 billion.
Published ・ Source Taiwan | 鉅亨網
U.S. AI company Anthropic has formally filed IPO documents and plans to list on Nasdaq under the ticker “ANT.” Some investors expect a valuation of up to $2 trillion, which would make it the largest IPO in history if realized.
Facts
Anthropic has filed an S-1 registration statement with the 美國證券交易委員會 (SEC) and plans to list on Nasdaq under the ticker “ANT”.
Each of Anthropic's 7 founders is worth more than $13 billion.
Anthropic generated about $16.3 billion in revenue in the first half of this year and posted a net loss of $80.7 billion.
Anthropic has committed to spending at least $518 billion over the next decade on cloud services, computing capacity and other areas.
Anthropic's IPO is being led by 高盛 and 摩根士丹利, with 20 other banks participating in the underwriting.
英特爾 takes another step in its quantum push, announcing acquisition of Israeli company Classiq.
Published ・ Source Taiwan | 鉅亨網
英特爾 announced the acquisition of Israeli quantum software startup Classiq to build a full-stack quantum computing business. The deal is expected to close in the first half of 2027, combining Classiq's algorithm platform with 英特爾's silicon-based hardware capabilities to fill a software gap and expand into the QPU market.
Facts
英特爾 announced it had reached a definitive agreement to acquire Israeli quantum software startup Classiq.
The deal is expected to close in the first half of 2027, pending regulatory approval.
Classiq has raised more than $200 million to date and currently has about 130 employees.
英特爾 is currently the only company able to mass-produce quantum bit chips using conventional silicon semiconductor processes.
英特爾's computing platform product portfolio will expand from CPUs, GPUs and ASICs to quantum processing units (QPUs).
美銀 warns of short-term risks for U.S. stocks! AI financing, French debt and U.S. midterm elections are 3 key variables.
Published ・ Source Taiwan | 鉅亨網
美銀 strategist Hartnett warned of short-term risks for U.S. stocks, citing midterm elections, turmoil in French debt and AI financing as three key variables. He expects the dollar to fall below 100 and Treasury yields to return to 5%, and outlined three market scenarios for 2027.
Facts
美銀 strategist Michael Hartnett warned investors to remain cautious until mid-November, expecting downward pressure on U.S. stocks and the dollar.
Global equity funds attracted $55.6 billion in inflows last week, while technology funds saw net inflows of $18.8 billion, their highest weekly total since July.
美銀's Bull & Bear Indicator fell from 7.4 to 7.2, reflecting a cooling in market sentiment from the extreme optimism of summer and a divergence in internal investor sentiment.
The yield spread between 10-year French and German government bonds has widened to 180 basis points, near its November 2011 high.
美銀 has identified a widening of credit spreads on bonds issued by hyperscalers beyond 200 basis points as a major downside risk; spreads are currently around 130 basis points.
Oil prices could fall by $10 to $20 per barrel if the U.S. announces peace agreements related to the Russia-Ukraine war and Iran.
Hyperscalers' capital expenditure forecast for 2027 is as high as $1.2 trillion.
AI boom drives export expansion! South Korea's Q3 economic growth hits 1%, topping market expectations of 0.7%.
Published ・ Source Taiwan | 鉅亨網
The Bank of Korea reported Q3 economic growth of 1%, above expectations of 0.7%, mainly driven by strong semiconductor exports fueled by the AI boom, while private consumption fell 0.2%.
Facts
South Korea's economy grew 1% in the third quarter of this year.
South Korean exports grew 2.3% in the third quarter.
South Korean equipment investment grew 4.1% in the third quarter.
South Korean private consumption fell 0.2% in the third quarter.
South Korean government consumption grew 1.9% in the third quarter.
Total spending could reach $120.5 billion: SpaceX stands to make a fortune from Anthropic's computing expenditure.
Published ・ Source Taiwan | 鉅亨網
Anthropic's IPO filing shows it will pay SpaceX up to $120.5 billion for computing capacity. SpaceX executives expect the computing business to drive massive revenue growth and are confident in the company's competitive advantages in financing and scale.
Facts
Anthropic has agreed to spend up to a total of $120.5 billion with SpaceX under a contract running through 2029.
Anthropic expects to spend a combined total of about $3.1 billion per month with SpaceX starting in December 2026.
SpaceX Chief Financial Officer Bret Johnsen expects the company's annual recurring revenue (ARR) to reach $100 billion by the end of this year.
SpaceX CEO Elon Musk expects the company's annual recurring revenue to reach $500 billion to $1 trillion by the end of 2027.
OriginalSpaceX與阿波羅全球管理公司達成400億美元交易以取得輝達晶片。
Cancellation of the contract between SpaceX and Anthropic requires 90 days' advance notice.
SpaceX's current computing capacity pricing is slightly above the upper end of the $30-to-$50-per-watt range.
Reports of screen cracks during the first week of 蘋果 iPhone Duo sales; the company confirms a small number of devices were affected and offers replacements.
Published ・ Source Taiwan | 鉅亨網
Original蘋果首款摺疊手機 iPhone Duo 上市首週遭通報內螢幕破裂，蘋果證實少數裝置受影響並提供換機服務。iFixit 推測鉸鏈結構問題可能是成因，但具體故障原因及規模仍不明確。
Facts
Original蘋果首款摺疊手機 iPhone Duo 上市首週遭通報內螢幕破裂。
Original蘋果證實少數裝置受內螢幕問題影響並提供換機。
The iPhone Duo starts at US$1,999 in the United States.
iFixit speculated that the hinge support structure may create localized pressure, causing screen damage.
Original蘋果官網顯示 iPhone Duo 內螢幕保固外維修費為 999 美元。
Original蘋果股價在問題爆發當日收低 1.10%。
Some users said they heard a cracking sound when unfolding or folding the phone.
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
Published ・ Source Taiwan | 國家災害防救科技中心
水利署 issued an updated notice on free overflow from Hushan Reservoir into Beigang River, affecting multiple towns and cities in Yunlin County and Chiayi County. Residents along the river are urged to be careful and stay away from the riverbed.
Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, New Taipei City, Hsinchu City, Hsinchu County, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)
Exercise Snacks – Light Seated Exercises to Ease Stiffness
Published ・ Source Taiwan | 照護線上
The article introduces “exercise snacks,” recommending short periods of light seated exercises to build up activity and make it easier to meet the goal of 150 minutes of moderate-intensity aerobic exercise per week.
Facts
Do 150 minutes of moderate-intensity aerobic exercise each week
Don’t give up on advanced liver cancer! Health-insurance-covered “dual immunotherapy” may “reverse” the disease course: an illustrated guide from specialists
Published ・ Source Taiwan | 照護線上
About three-tenths of liver cancer patients in Taiwan are diagnosed at an advanced stage, and traditional targeted drugs can easily damage liver function. “Dual immunotherapy” is now covered by health insurance. By combining two immune checkpoint inhibitors to activate the body’s immune system to attack cancer cells, it is less likely to harm the liver. Tumors shrink significantly in about two-tenths of patients, giving them a chance to reverse the disease course and undergo surgery.
Facts
About three-tenths of liver cancer patients in Taiwan
Combining two immune checkpoint inhibitors
Tumors shrink significantly in about two-tenths of patients
Meeting of the Specialist Organization for Medical Fee Surveys (Subcommittee on Surveys and Evaluation of Inpatient and Outpatient Care, etc.) to Be Held in Hybrid Format
Published ・ Source Japan | 厚生労働省
The Ministry of Health, Labour and Welfare announced that it would hold a meeting of the Specialist Organization for Medical Fee Surveys (Subcommittee on Surveys and Evaluation of Inpatient and Outpatient Care, etc.) in a hybrid format on Reiwa 8, October 29. The meeting will be livestreamed on YouTube, and in-person attendance will be open only to members of the press.
[Building Fire] [Fire at “Houying Police Station,” No. 281, Houying Village, Xigang District, Tainan City, at 07:12 on the 26th; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A fire broke out at “Houying Police Station,” No. 281, Houying Village, Xigang District, Tainan City, at 07:12 on the 26th. The fire department dispatched 10 vehicles and 22 personnel and extinguished the fire at 07:25. There were no casualties. A refrigerator and miscellaneous items on the second floor were destroyed.
[Road Traffic Accident] [A crash involving 4 passenger cars occurred at about kilometer 142.8 northbound on National Freeway 3 in Tongxiao Township, Miaoli County, at 15:59 on the 26th, leaving all 8 people with minor injuries (abrasions and contusions); all were taken to hospital]
Published ・ Source Taiwan | 內政部消防署
A crash involving 4 passenger cars occurred at about kilometer 142.8 northbound on National Freeway 3 in Tongxiao Township, Miaoli County, at 15:59 on the 26th, leaving 8 people with minor injuries; all were taken to hospital.
The Services Producer Price Index (all items) released by the Bank of Japan rose 3.7% year on year in September 2026. Transportation and postal services, other services, and leasing and rentals contributed to the increase, while advertising declined.
Preliminary data on infectious diseases and animal diseases for 2026 week 42 (10/12–10/18) has been released. The next update is scheduled for November 4.