久昌 (6720): Announcement that the board of directors resolved to carry out the third share buyback
Published ・ Source Taiwan | 公開資訊觀測站
久昌 (6720) announced that the board of directors resolved to carry out the third share buyback for transfer to employees. The buyback price range is 90 to 120 yuan, the total amount is capped at approximately 522 million yuan, and the planned buyback quantity is 500,000 shares.
Facts
Maximum total amount for share buyback (yuan): 522,067,194
Planned number of shares to be repurchased: 500,000
Share buyback price range (yuan): 90.00~120.00
Planned shares to be repurchased as a percentage of the company's total issued shares (%): 1.65
大展證 (6020): 大展證券 to hold an investor conference on the third quarter of 115
Published ・ Source Taiwan | 公開資訊觀測站
大展證券 (6020) will hold an investor conference on the third quarter of 115 at 2 p.m. on October 28, 115, in the conference room on the 13th floor, No. 17, Section 1, Chengde Road, Taipei City.
Burry built long positions in holdings he bought during steep pullbacks in Lululemon, PayPal and Adobe.
Burry has increased his international holdings, including Australian online retailer Temple & Webster, and said Build-A-Bear Workshop is trading below the IV15 valuation threshold.
Markets roil after leftist Lula wins Brazil election; fiscal concerns spark panic
Published ・ Source Taiwan | 鉅亨網
Leftist candidate Lula won Brazil’s election, stoking fears of a worsening fiscal deficit and triggering a stock market plunge that set off circuit breakers, while the currency suffered a record decline.
Facts
In the second round of Brazil’s presidential election, leftist former president Lula defeated his right-wing rival Jair Bolsonaro Jr. with 51.8% of the vote.
The São Paulo Bovespa index plunged nearly 17% after the open, triggering circuit breakers, and ended down about 14%, its worst single-day performance in 36 years.
The Brazilian real closed down 8.4% against the US dollar at 5.43 reais per 1 US dollar, its biggest single-day decline since the fixed exchange-rate regime was abolished in 1999.
Brazil’s fiscal deficit currently accounts for about 8% to 9% of GDP, while public debt stands at more than 80% of GDP.
Heritage Capital Partners portfolio manager Eduardo Cohn said that since he began following the markets in 2001, he had seen selling on this scale only during the 911 attacks or the outbreak of the pandemic.
Companies mentioned：Heritage Capital Partners、Vontobel Quality Growth、Garantia Capital、法國興業銀行、Vanguard、Dominium、Verisk Maplecroft、富國銀行
Cathay United Bank received approval from the Financial Supervisory Commission in 2025 to conduct a pilot virtual asset custody business.
Original國泰世華銀行虛擬資產保管業務試辦將於2026年5月啟動。
Corporate clients can create transaction information through Cathay United Bank’s corporate online banking platform, while partner VASPs assist with stablecoin conversions.
Cathay United Bank is combining its anti-money-laundering mechanisms with VASPs’ expertise in tracking fund flows to strengthen the security of financial transactions.
iPhone 18 Pro series sales continue to grow globally, surging 29% in China but trailing last year in the US and Japan
Published ・ Source Taiwan | 鉅亨網
Counterpoint data showed global sales of the iPhone 18 Pro series rose 3.1% in its first three weeks, driven mainly by a 29% surge in China. Although overall performance topped that of the previous generation, sales fell in the US and Japan amid pricing and upgrade-incentive concerns.
Facts
Global sales of the iPhone 18 Pro and Pro Max in their first three weeks rose 3.1% from the same period last year.
Sales in China surged 29%, making the market the main growth driver.
Sales in the US and Japan fell from the same period last year.
The iPhone 18 Pro Max accounted for 56% of total Pro series sales.
Growth in China benefited from ample supply of the new models and price increases for Android flagships.
Companies mentioned：微軟、MSFT、Alphabet、Google、亞馬遜、AMZN、Benzinga、Freedom Capital Markets、SPDR 道瓊工業平均指數 ETF、DIA、SPDR標準普爾500指數ETF、SPY、景順 QQQ Trust, Series 1、QQQ
Anthropic pursues biggest IPO in history; first-half loss of $81 billion tests Wall Street’s confidence
Published ・ Source Taiwan | 鉅亨網
Anthropic has filed for an IPO at a valuation of $965 billion, potentially setting a record. Despite rapid revenue growth, it posted a net loss of nearly $81 billion in the first half and has pledged massive spending on infrastructure, prompting scrutiny on Wall Street over the AI business model and its profitability.
Facts
Anthropic’s latest funding round valued the company at $965 billion.
Anthropic generated $16.3 billion in revenue in the first half of 2026.
Anthropic posted a net loss of nearly $81 billion in the first 2 quarters of 2026.
Taiwan stocks after the close: Robotics and memory stocks hot; market opens higher, pares gains, rises 54 points and holds above 4萬6
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened higher today on AI-related momentum but fell back, ending up just 54.8 points and holding above 46,000 points. Trading volume expanded to NT$976.547 billion. Robotics, memory and cybersecurity software stocks performed strongly, with most hitting the daily limit, while PCB stocks saw a correction.
Facts
Taiwan stocks ended up just 54.8 points today at 46,096.23 points.
Daily trading volume was NT$976.547 billion, up nearly NT$100 billion from the previous day.
Robotics stocks including 東台, 彬台 and 新代 surged to the daily limit.
Cybersecurity software stocks 意藍 and 東捷資訊 hit the daily limit.
Bitcoin falls below $80,000 on eve of 聯準會 decision
Published ・ Source Taiwan | 鉅亨網
Risk aversion ahead of the 聯準會 decision pushed Bitcoin below the $80,000 threshold, with a low of $79,300. Long liquidations and a pause in corporate buying drove the decline, while Strive bucked the trend by adding to its holdings. Analysts said the bear market had ended and an accumulation phase had begun.
Facts
Bitcoin fell below the $80,000 mark at least three times in the past 3 days, reaching a low near $79,300.
Liquidations in the futures market totaled $51.24 million over 24 hours, including $33.34 million in long liquidations.
Strategy, a major buyer for five consecutive weeks, paused its weekly purchases, signaling caution.
Strive bucked the trend by adding 6,182 bitcoins, worth about $511.4 million.
Alex Thorn, head of research at Galaxy Research, said Bitcoin's bear market ended in June and it is now in an accumulation phase.
Companies mentioned：聯準會、MarketForces Africa、Strategy、Strive、Galaxy Research
OpenAI deepens Samsung partnership as Japan ramps up AI infrastructure; Nomura Asia dual ETFs 00420A and 009833 open for limited-time subscriptions starting 11/3
Published ・ Source Taiwan | 鉅亨網
OpenAI is deepening its partnership with 三星電子 to strengthen Asia's AI supply chain. 野村投信 is launching limited-time subscriptions for 2 ETFs focused on Asian technology growth. Japan is accelerating AI infrastructure development and building large-scale data centers.
Facts
OpenAI is deepening its partnership with 三星電子, covering next-generation chip development and enterprise AI services.
野村亞洲科技ETF（00420A） and 野村韓國科技30ETF（009833） will be open for limited-time subscriptions from November 3 to 6.
Asia's AI hardware landscape can be summed up this way: Taiwan excels in manufacturing, South Korea in memory, and Japan in equipment.
野村韓國科技30ETF（009833） tracks the NYSE TIP Korea Technology 30 Index and invests in areas including memory leaders and diverse technology applications.
You can still make money without AI! How should you position your portfolio if the tech rally keeps fading?
Published ・ Source Taiwan | 鉅亨網
CNBC reported that an exclusive index of the 標普 500 excluding AI-related stocks at one point outperformed the traditional index this year, reflecting a cooling in the AI investment boom. As the tech rebound loses steam, money is shifting to defensive industries and non-tech companies. Oppenheimer recommends increasing exposure to business services and insurance to diversify risk.
Facts
A proprietary index excluding AI enabler stocks was up 12.4% year to date as of October 22, slightly ahead of the 標普 500 Index's 12%.
Technology and AI-related companies account for about 45% of the 標普 500 Index, while technology stocks have fallen about 7% this month.
Meta Platforms shares plunged nearly 7% last Thursday after the company proposed a major increase in capital spending and an additional stock offering.
State Street SPDR ETFs tracking consumer staples, health care and utilities are all up about 7% to 10% this month.
Oppenheimer technical analyst Ari Wald said the pendulum of market preference for AI investments has swung back toward non-AI assets.
禮來 (LLY-US) shares have risen 22% this year, driven by strong sales of weight-loss drugs.
Companies mentioned：CNBC、高盛、標普、CoreWeave、甲骨文、Meta Platforms、GE Vernova、Bloom Energy、Vistra、Quanta Services、Oppenheimer、Republic Services、Cintas、Verisk Analytics、Broadridge Financial Solutions、MetLife、Arthur J. Gallagher、波克夏海瑟威、Geico、Burlington Northern Santa Fe、蘋果、可口可樂、Alphabet、美國銀行、Trivector Research、禮來、美國食品藥物管理局
Taiwan stocks closed at 46,096.23 points on the 27th, holding above 46,000. The three major institutional investors posted combined net buying of NT$3.142 billion, led by investment trusts' net purchases of NT$23.645 billion, which offset selling pressure from foreign investors and dealers.
Facts
Taiwan stocks closed at 46,096.23 points on the 27th, up 54.8 points, or 0.12%.
The three major institutional investors posted combined net buying of NT$3.142 billion.
Foreign investors posted net sales of NT$8.104 billion.
Dealers posted net sales of NT$12.399 billion.
Investment trusts posted net buying of NT$23.645 billion.
Trading volume in Taiwan stocks that day was NT$976.547 billion.
輝達 expands Muse AI agent partnership and invests $3 billion in Meta
Published ・ Source Taiwan | 鉅亨網
輝達 and Meta announced an expanded partnership on Muse AI agents, with 輝達 investing $3 billion in Meta. The companies will optimize infrastructure to improve AI agent performance and security and support next-generation computing needs.
Facts
輝達 and Meta announced an expanded partnership on Muse and its model family to improve inference and training performance.
輝達 will participate in a Meta stock offering with a $3 billion investment.
Meta plans to expand its deployment of 輝達 infrastructure, including Vera Rubin and Vera CPU.
Meta will adopt 輝達 Spectrum-X Ethernet and BlueField-4 to improve network efficiency.
The companies will assess using 輝達 OpenShell reference architecture to securely deploy AI agents.
輝達 will use NVIDIA Sentry to monitor agent behavior.
South Korean bank warns: Slower AI investment could leave South Korean chip exports facing a $100 billion shortfall
Published ・ Source Taiwan | 鉅亨網
南韓央行 warned that if U.S. tech giants slow AI capital spending next year, South Korean semiconductor exports could fall by $50 billion to $100 billion. A 10% drop in chip prices would drag next year's GDP growth rate down by about 0.4 percentage points and add to pressure on the won.
Facts
If U.S. tech giants slow AI capital spending next year, South Korean semiconductor exports could fall by $50 billion to $100 billion.
In a pessimistic scenario, chip prices are forecast to fall 10%.
Slower AI investment could drag South Korea's GDP growth rate down by about 0.4 percentage points next year.
三星電子 and SK海力士 have forward price-to-earnings ratios of only about 3 times.
Recent strength in chip exports has been driven mainly by rising prices, rather than a surge in shipments.
《Value Investing: Latest Industry Research Report》 緯穎 (6669-TW): Demand from Meta and 亞馬遜 continues, with liquid-cooled racks driving further growth
Published ・ Source Taiwan | 鉅亨網
緯穎 is benefiting from demand from Meta and 亞馬遜, with September revenue doubling to NT$172.6 billion. The company is involved in 超微's new platform and liquid-cooled rack development, and is expanding operations at its Texas plant, extending its growth momentum into next year.
Facts
Original緯穎 9 月營收約 1,726 億元，比去年同期翻倍。
Meta has announced an expanded AI computing partnership with 超微, adopting the Helios rack-scale architecture.
Volume production of liquid-cooled servers using 亞馬遜 Trainium 3 chips is expected from the end of the year through the first half of next year.
亞馬遜 and 緯穎 have jointly announced an expansion of operations at the Texas plant.
緯穎 showcased 超微's Helios rack-scale architecture solution at the Open Compute Summit in October.
Semiconductor tax revenue surges! South Korean official: Fiscal sustainability cannot rely solely on spending cuts; AI fund supports reduced government borrowing
Published ・ Source Taiwan | 鉅亨網
The South Korean government plans to use the semiconductor tax windfall to establish a "Future Response Fund" to address debt pressures in a rising-rate environment and promote growth through increased spending to maintain fiscal sustainability.
Facts
The South Korean government is preparing to establish a "Future Response Fund" to address a surge in bond yields or worsening market conditions.
The fund is expected to receive 162.3 trillion won next year, with about two-thirds held in reserve.
The South Korean government's average borrowing rate has risen from 4.1% to 4.25%.
Seoul has raised its tax revenue forecast for this year to a record 478.6 trillion won.
The South Korean government plans to cut bond issuance by 12.5 trillion won next year.
The government spending budget will increase by 12.8% next year, covering areas such as youth and emerging industries.
Soaring profits at 三星電子 and SK海力士 are the main drivers behind South Korean exports being on track to surpass $1 trillion for the first time and tax revenue increasing.
China’s Tier 1 and Tier 2 cities are turning away from imported luxury cars
Published ・ Source Taiwan | 鉅亨網
Data from 中國乘聯分會 show that imported luxury car sales continued to decline in the first 9 months of 2026, with cumulative imports down 20% year on year. Amid tax changes and competition from domestic new energy vehicles, markets in Tier 1 and Tier 2 cities came under pressure. Sales of German and ultra-luxury brands plunged, prompting automakers to accelerate localization and their shift to new energy vehicles.
Facts
Car imports in September 2026 totaled 21,000 units, down 49% from the same period last year
Cumulative imports in the first 9 months of 2026 totaled 290,000 units, down 20% year on year
Sales of the 3 major German luxury brands (BMW, 賓士, 奧迪) fell by more than 60,000 units
The 7 ultra-luxury brands sold a combined 221 units in September, down 49.4% year on year
Starting in July 2025, the price threshold for levying consumption tax on ultra-luxury passenger cars was lowered from RMB 1.3 million to RMB 900,000
Guangzhou sales fell 46% year on year in September
Domestic new energy vehicle brands such as 蔚來 and 理想 are actively targeting the RMB 300,000 to RMB 1 million price range
英特爾’s 14A process makes new progress! PDK 0.9 is coming soon, with mass production targeted for 2028
Published ・ Source Taiwan | 鉅亨網
英特爾 CEO 陳立武 confirmed that PDK 0.9 for its 14A process is coming soon and said the company has discussed cooperation with AMD. The process represents a significant technology upgrade, with production expected in 2028 and progress in evaluations by external customers drawing attention.
Facts
英特爾’s 14A process currently has a 0.5 version of the PDK, with version 0.9 coming soon and version 1.0 expected to be released early next year.
英特爾’s 14A process is expected to enter risk production in the second half of 2027 and large-scale production in 2028.
Compared with 18A, 14A is expected to deliver 15% to 20% higher performance at the same power consumption, reduce power consumption by 25% to 35%, and increase chip density by up to 30%.
英特爾’s chief financial officer said the improvement in defect density for 14A has outpaced internal targets, a performance not seen since the 22-nanometer process.
英特爾 said in January this year that 2 potential customers were evaluating 14A test chips.
Focus Stock: 玉晶光 teams up with 3M to advance beam-expanding optics, hits a new high of NT$1,245
Published ・ Source Taiwan | 鉅亨網
玉晶光 is working with 3M to advance beam-expanding optical technology. 3M acquired a 4.68% stake through a private placement investment of NT$4.813 billion, and 玉晶光 shares hit a record high. Revenue for the first 3 quarters of 2026 was NT$19.631 billion, up 10.21% year on year, while third-quarter after-tax net profit was NT$1.092 billion.
Facts
玉晶光 confirmed it will work with 3M on the research and development, manufacturing, and capacity expansion of Expanded Beam Optical (EBO) solutions
3M’s NT$4.813 billion private placement investment in 玉晶光 has been remitted, giving it an approximately 4.68% stake in 玉晶光
玉晶光 shares reached an intraday high of NT$1,245, a record
玉晶光 revenue from January to September 2026 was NT$19.631 billion, up 10.21% year on year
玉晶光 posted third-quarter after-tax net profit of NT$1.092 billion, or NT$9.69 per share
The partnership between 玉晶光 and 3M combines 3M’s leadership in EBO technology, materials science, optical design, and global customer networks with 玉晶光’s precision optical lens manufacturing capabilities and high-precision assembly technology
Focus Stock: AMAX-KY posts September profit of NT$104 million, up 51 times year on year; briefly hits limit-up
Published ・ Source Taiwan | 鉅亨網
AMAX-KY posted a sharp increase in September profit amid strong demand in Asian and U.S. markets, and its shares briefly hit the limit-up. Expansion at its Zhongli plant is nearing completion and will significantly boost capacity, targeting the AI and advanced computing markets.
Facts
September after-tax net profit reached NT$104 million, up 51 times year on year
September earnings per share were NT$2.45, up 60.25 times year on year
Third-quarter revenue was NT$4.224 billion, up 2.05 times year on year
Third-quarter after-tax net profit was NT$304 million, up 24.33 times year on year
Capacity expansion at the Zhongli plant is expected to be completed this quarter and begin contributing from the end of the year to early next year, doubling capacity
Optical communications stocks rebound strongly! Lumentum jumps 8.19% as AI demand and China supply restrictions boost shares
Published ・ Source Taiwan | 鉅亨網
Driven by strong AI demand and potential U.S. import restrictions, optical communications stocks rebounded strongly on Monday, with Lumentum rising 8.19%. Evercore ISI analysts said Anthropic’s IPO filing and capital spending by tech giants demonstrate the resilience of AI investment, while expected FCC restrictions on Chinese suppliers are set to benefit U.S. manufacturers.
Facts
Lumentum shares closed up 8.19% on Monday, leading S&P 500 constituents
Anthropic filed its IPO registration documents (Form S-1) on Monday
SpaceX pledged to invest $40 billion in financing to purchase chips and other AI hardware
The market expects the Federal Communications Commission (FCC) to restrict imports of optical transceivers from overseas suppliers early next year
China accounts for about two-thirds of global production of components for the new generation of 3.2T optical transceivers
The traditional optical communications industry’s business cycle typically lasts about 5 years
Supply growth for the semiconductor material indium phosphide (InP) may slow
Warning of “risk of human extinction” while raising $100 billion: A look at AI unicorn Anthropic’s IPO prospectus
Published ・ Source Taiwan | 鉅亨網
U.S. AI company Anthropic filed an S-1 to launch its IPO, with a listing expected in November 2026 and a valuation of $2 trillion. Revenue surged 14 times to $16.286 billion in the first half of the year. Despite huge reported losses, its core business turned profitable, and enterprise customer retention reached as high as 900%.
Facts
Anthropic is expected to list on Nasdaq as early as the week of November 16, 2026, under the ticker “ANT”.
Anthropic revenue reached $16.286 billion in the first half of 2026, with an annualized revenue run rate of $65 billion.
Anthropic reported a GAAP net loss of $80.748 billion in the first half of 2026, nearly 90% of which stemmed from non-cash losses.
Anthropic’s net revenue retention rate (NRR) among qualifying enterprise customers is about 900%.
Anthropic holds as much as $131.651 billion in cash, cash equivalents, and short-term investments.
亞馬遜 and Google each added equity investments of $5 billion and $10 billion, respectively, in Anthropic’s Series H financing in May 2026.
A pause in rate hikes does not mean the tightening cycle is over: What to watch at this week’s Fed meeting
Published ・ Source Taiwan | 鉅亨網
The market expects the U.S. Federal Reserve (Fed) to leave interest rates unchanged at its meeting on Wednesday, with only a 10% chance of a rate hike. Officials are divided on inflation, while 高盛 forecasts another possible hike in December. Chair Warsh will avoid giving direct forward guidance.
Facts
The market expects the Federal Reserve to leave its benchmark interest rate unchanged at Wednesday’s meeting
The probability that the FOMC will raise rates by 0.25 percentage points at this week’s meeting is about 10%
Original牛津經濟研究院認為聯準會短期內可能仍需要持續升息。
高盛 forecasts that, if the Fed hikes at every other meeting, the next increase will come in December
Federal Reserve Governor Bowman and New York Fed President Williams signaled that they are not inclined to raise rates at 2 consecutive meetings
Jefferies sees semiconductor equipment boom lasting through 2028; AI investment concerns cannot stop demand
Published ・ Source Taiwan | 鉅亨網
Jefferies is bullish on semiconductor equipment demand, expects the market to continue growing through 2028, forecasts a 2027 market size of $200 billion, and rates most technology stocks, including 輝達, Buy.
Facts
Jefferies expects the semiconductor production equipment market to continue expanding through 2028.
Jefferies forecasts the wafer fabrication equipment market could reach as much as $200 billion in 2027.
Jefferies forecasts the wafer fabrication equipment market will be about $220 billion in 2028.
Korean media: 三星電子 and SK海力士 to mass-produce 8-layer HBM4 in 2027's second quarter for 輝達
Published ・ Source Taiwan | 鉅亨網
Korean media report that Samsung and SK海力士 plan to mass-produce 8Hi HBM4 for 輝達 in 2027 Q2. To optimize the supply chain for its Rubin platform, 輝達 has switched from a 12-layer to an 8-layer design, but yields and capacity remain delivery bottlenecks.
Facts
輝達 held serious discussions with the two major manufacturers over 8Hi HBM supply in the third quarter of this year.
輝達 has adjusted the specifications for HGX Vera Rubin NVL8 and HGX Rubin NVL8 to a system total of 2TB HBM4.
HBM4 supply is still in the ramp-up phase, and the yields and capacity of Samsung and SK海力士 directly constrain the delivery pace of the Vera Rubin platform.
The HBM4 memory currently produced by South Korea's two major DRAM manufacturers is mainly the higher-capacity 12-layer stacked version.
Is any shock in U.S. stocks a buying opportunity? Yardeni names 四 major risks but says bull market will continue
Published ・ Source Taiwan | 鉅亨網
Yardeni Research says that although 四 major risks—Iran hostilities, Fed rate hikes, midterm elections and AI restrictions—could trigger short-term selling pressure, the bull market will continue as long as the economy and earnings grow. It also lowered its short-term S&P 500 target to 7,900 points.
Facts
Yardeni Research has pushed back its 8,400-point year-end 2026 target for the S&P 500 from the end of 2026 to mid-2027.
Yardeni Research has adjusted its year-end target for the S&P 500 to 7,900 points.
According to CME FedWatch data, markets estimate a 12.7% chance that the Fed will raise rates on Wednesday and about an 87.3% chance that it will leave rates unchanged.
U.S. stocks closed higher Monday. The Dow rose 0.28% to 52,361.58, the S&P 500 gained 0.70% to 7,676.77, and the Nasdaq advanced 0.83% to 26,169.38.
New York December gold futures rose 0.8% to $4,038.40 an ounce.
Brent crude fell 0.8% to $115.81 a barrel Monday; West Texas Intermediate dropped 1.46% to close at $101.76.
Yardeni Research believes that if Democrats impose more restrictions on data center development, this could instead reduce the risk of overinvestment and extend the AI investment boom.
台灣自來水公司 will cut water service in Shanshang and Nanzhou villages, Shanshang District, Tainan City, due to a pipeline replacement project in the district.
台灣自來水公司 issued a water outage alert for Wuhua and Liuhe villages in Citong Township, Yunlin County, due to emergency repairs at No. 49-6, Dongxing, Citong Township.
台灣自來水公司 issued a water outage notice for Kanjiao and Huanan villages in Gukeng Township, Yunlin County, and Meibei and Meidong villages in Meishan Township, Chiayi County, due to emergency repairs to a 150mm PVCP pipe in front of No. 266, Xinxing Road, Meibei Village.
台灣自來水公司 issued an update on a water outage in Yangmei District, Taoyuan City. A broken pipe connection is affecting Zhongshan and Yangming villages. The outage is effective from 2026-10-27 15:20 until 2026-10-28 18:00.
台灣自來水公司 issued a water outage notice for Yanping Village in Zhushan Township and Chuxiang Village in Lugu Township, Nantou County, due to emergency pipeline repairs. The outage is effective from 2026-10-27 15:04 to 18:00.
台灣自來水公司 issued a water outage alert for Shuishang Township, Chiayi County, due to emergency repairs to a 100mm pipeline on Hualin Street. The affected area is Shuishang Village. The outage is effective from 2026-10-27T14:58:46 until 2026-10-27T17:00:00.
台灣自來水公司 issued an update on a water outage in Jiafang Village, Xinying District, Tainan City, due to emergency repairs to a broken pipeline at the entrance to Lane 971, Fuxing Road.
台灣自來水公司 issued an update on water outages affecting multiple villages in Gangshan District, Kaohsiung City, including Renyi and Renshou villages. The outage is effective from 2026-10-27 14:36 to 18:00.
台灣自來水公司 is conducting emergency repairs to a broken 40mm PVCP pipe, causing water outages in Sanduo, San'ai and Sanqiao villages in Yuanlin City, Changhua County.
台灣自來水公司 issued a water outage alert for Xiping and Haian villages in Yuanli Township, Miaoli County, due to emergency repairs at No. 80-37, Jinhaian. The outage will run from 2026-10-27 14:22 to 17:00.
Following Typhoon 薔瑟, pressure at the pressure-reducing valve on Provincial Highway 26's Ping'e Highway section became abnormal. 台灣自來水公司 is scheduled to carry out emergency repairs and inspections on October 28, causing water outages in several villages in Checheng Township, Pingtung County.
台灣自來水公司 issued a water outage alert affecting multiple villages in Daliao District, Kaohsiung City, due to emergency repairs to a leaking pipeline. The outage will run from 2026-10-27 14:26 to 17:00.
台灣自來水公司 issued a water outage alert for Dazhuang Village, Houlong Township, Miaoli County, due to emergency pipeline repairs. The alert is in effect from 14:13 to 17:00 on October 27, 2026.
台灣自來水公司 issued a water outage alert for Zuoying District, Kaohsiung City, due to emergency repairs to a burst water pipe at No. 909, Huaxia Road. The outage affects Caigong Village and Xinguang Village from 14:06 to 16:30 on October 27, 2026.
台灣自來水公司 issued an update on a water outage in Jungong Village, Nantou City, Nantou County, due to emergency repairs to a leak at No. 335, Zhongxing Road. The outage is scheduled from 07:57 to 18:00 on October 27, 2026.
台灣自來水公司 carried out emergency repairs to a water leak at No. 131, Section 1, Zhongshan Road, Hualien City, resulting in water outages in parts of Ji’an Township and Hualien City, Hualien County.
台灣自來水公司 issued an update on water outages in several villages in Pingtung County, as crews repair a leaking air release valve on an 800mm SP pipeline at kilometer 13K+000 of Provincial Highway 26.
Emergency repairs to a leak in a 150mm PVCP pipe in front of No. 84, Dalin Road, Taoyuan District, have caused water outages in several villages in Taoyuan City.
Emergency repairs to a road-surface water leak at the entrance to an alley beside No. 988, Section 3, Haian Road, North District, Tainan City, have left parts of the area without water or with reduced water pressure.
Due to emergency repairs to a road-surface water leak in Annan District, Tainan City, 台灣自來水公司 is imposing water outages and reduced water pressure in parts of Xunshun Village, Annan District, from 13:00 to 16:30 on 10/27.
台灣自來水公司 will suspend water service in some areas of Sandimen and Gaoshu townships in Pingtung County and Liugui District, Kaohsiung City, for pipeline replacement work in Xinfeng Village, Gaoshu Township.
內政部消防署 issued a notice about a major fire at Daxue Road in Sanxia District, New Taipei City, urging the public to stay away from the affected area and not gather to watch.
台灣自來水公司 is replacing pipelines along South Route 133 and in Zhongrong Village, Xuzhongying, in Anding District, Tainan City. Water outages are scheduled from October 27 to 29, 2026.
微軟 rolls out voluntary separation plan; 60,000 eligible, estimated to represent one-quarter of workforce
Published ・ Source Taiwan | 公視新聞
微軟 has introduced a voluntary separation plan for about 60,000 eligible employees, or 27% of its global workforce. They must decide whether to accept the offer by early December.
Facts
About 60,000 employees are eligible for the voluntary separation plan
About 27% of 微軟’s 223,000 global employees
微軟’s 223,000 global employees
Must decide by early December whether to accept the plan
Those who accept will leave the company on December 31
Ultimately, about 30% of eligible U.S. employees chose to accept the plan
Beigang Sugar Factory warehouse complex listed as historic buildings; restoration aims to boost tourism
Published ・ Source Taiwan | 公視新聞
Restoration and revitalization of the Beigang Sugar Factory warehouse complex are underway, with the 5 buildings in the second phase expected to be completed by the end of 2026 and the final 3 buildings in 2027, in a bid to boost local tourism.
蔡康永’s appearance at 蔣萬安’s campaign headquarters draws attention; 陸委會 urges Beijing not to engage in transnational repression or election interference
Published ・ Source Taiwan | 公視新聞
蔡康永’s appearance at 蔣萬安’s campaign headquarters drew attention, and 陸委會 Chairman 邱垂正 urged the Chinese Communist Party not to engage in transnational repression or election interference. Meanwhile, the 5th Plenum opened in Beijing, drawing attention to 習近平’s power arrangements and an open letter said to be from university students.
Facts
A 4-day closed-door meeting
On the eve of a high-level personnel reshuffle in 2027
Seek another term as party general secretary at next year’s (2027) 21st Party Congress
More than 45 vacant Central Committee seats to be filled
韓國瑜 says refusing to countersign leaves democracy “kidney-deficient”; 卓榮泰 stresses mutual respect between the 2 branches
Published ・ Source Taiwan | 公視新聞
Legislative Yuan Speaker 韓國瑜 criticized Premier 卓榮泰 for refusing to countersign a bill, saying it left democracy “kidney-deficient.” 卓榮泰 asked whether the Legislative Yuan had deliberated on the bill in accordance with the law and stressed that the 2 branches should respect each other. KMT Legislator 王鴻薇 said 卓榮泰 was changing the subject, while DPP caucus secretary-general 莊瑞雄 mocked Speaker 韓國瑜 as a quack doctor. Separately, amid allegations that Overseas Community Affairs Council Acting Minister 李姸慧 had blurred the lines between public and private affairs, 卓榮泰 called for greater clarity in administrative conduct. The council has opened an investigation.
Egyptian parliament approves defensive assistance to Saudi Arabia; says it is communicating with the U.S. and Iran to prevent conflict from escalating
Published ・ Source Taiwan | 公視新聞
Egypt’s parliament approved President 塞西’s plan to help defend Saudi Arabia, stressing that the move is purely defensive and that Egypt will not attack Yemen. Iran held a four-way meeting with Saudi Arabia, Turkey and Pakistan, agreeing to continue dialogue to strengthen regional peace. Egypt’s foreign minister said Cairo communicates daily with the U.S. and Iran to prevent the conflict from escalating, while the UN secretary-general warned the situation could spiral out of control.
Anthropic files IPO registration documents; reliance on Taiwan for chip production cited as a major risk
Published ・ Source Taiwan | 公視新聞
Anthropic has filed documents for an IPO, with its valuation estimated at $2 trillion and trading possibly beginning as early as November 16. The filings identify the concentration of chip production in Taiwan and a shortage of HBM supply as major risks, and disclose net losses of as much as $80 billion.
Facts
U.S. stocks closed higher on Monday the 26th
To list under the ticker ANT
Trading could begin as early as November 16
Valuation could reach $2 trillion
Revenue up 1,300% year over year
As much as $16.3 billion, mainly from the Claude system
Overall net losses reached as much as $80 billion
Companies mentioned：Anthropic、標普500、那斯達克、高盛、摩根士丹利、文藝復興資本、Themes ETFs、Space X、SEC、CNN、Open AI
Taiwan stocks opened higher, buoyed by U.S. markets and Anthropic’s IPO, but fluctuated and fell below the 46,000-point level. Investors are focused on the Fed’s interest-rate meeting, while academics and experts say semiconductor demand will support long-term performance.
Man unhappy with court ruling throws waste at Taipei District Court, sent for investigation on suspicion of obstructing official business
Published ・ Source Taiwan | 公視新聞
A man surnamed Chen, in his 70s, unhappy with a court ruling, threw waste and discarded its container outside 台北地院 on the morning of the 27th. He was transferred for investigation on suspicion of obstructing official business and other offenses.
Yilan man suspected of setting fire with a lighter after argument with father, sent for investigation on public endangerment charges
Published ・ Source Taiwan | 公視新聞
A fire broke out at a townhouse in Suao Township, Yilan County. Police found that it was caused by a man surnamed Lin setting a fire with a lighter after arguing with his father. The man has a record of drug and theft offenses and was arrested and transferred to the Yilan District Prosecutors Office for investigation on suspicion of arson and public endangerment.
Taiwanese woman murdered at hotel near Japan's Lake Kawaguchi; husband suspected of hiring killer for insurance fraud, detained without visitation
Published ・ Source Taiwan | 公視新聞
A Taiwanese woman was murdered at a hotel near Japan's Lake Kawaguchi. Her husband, surnamed Li, was suspected of hiring a killer for insurance fraud, and the Tainan District Prosecutors Office's request to detain him without visitation was approved.
Facts
Simultaneous searches at 7 locations
On the evening of the 24th
On the 25th, prosecutors applied to the Taiwan Tainan District Court for his detention without visitation
The court approved the detention without visitation on the 26th
However, Ms. Jing had a heated argument with someone on the other end of the phone in late September
Last month (9), she also accidentally fell onto the train tracks at Tainan High Speed Rail Station
Mayoral candidates in Taichung, Changhua and Yunlin's three counties and cities drew their ballot numbers. In Taichung, DPP candidate Ho Hsin-chun drew 1 and KMT candidate Chiang Chi-chen drew 3. In the Changhua County mayoral election, DPP candidate Chen Su-yue drew 1, KMT candidate Wei Ping-cheng drew 2 and independent candidate Chiu Chien-fu drew 3. In the Yunlin County mayoral election, KMT candidate Chang Chia-chun and DPP candidate Liu Chien-kuo drew 2 and another number, respectively.
Candidates in cities and counties across Taiwan completed their ballot-number draws for the nine-in-one elections. Taipei mayor Chiang Wan-an drew 5 and Shen Po-yang drew 3; New Taipei mayoral candidates Lee Chuan drew 3 and Su Chiao-hui drew 1; Kaohsiung mayoral candidates Ko Chih-en drew 3 and Lai Jui-lung drew 5.
[株式会社ＪＭホールディングス] Annual Securities Report — 48th fiscal year (2025/08/01–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社ＪＭホールディングス filed its annual securities report for the fiscal year ended July 2026. Sales increased, but profits declined, while its equity ratio improved.
Facts
A stock split was carried out on November 1, 2025.
Signed a memorandum of cooperation with アジア開発銀行 (ADB) — Promoting cooperation in the road transport sector in the Asia-Pacific region
Published ・ Source Japan | 国土交通省
国土交通省 signed a memorandum of cooperation with アジア開発銀行 (ADB) on October 21, 2026, covering cooperation in the road transport sector in the Asia-Pacific region. The cooperation period is 3 years.
Deliberations to be held on revising the minimum wage for the domestic coastal steel vessel operating industry — Meeting of the 2nd Expert Committee on the Minimum Wage for the Domestic Coastal Steel Vessel Operating Industry, Seafarers' Subcommittee, Maritime Affairs Division, Transport Policy Council
Published ・ Source Japan | 国土交通省
The Maritime Bureau of 国土交通省 will hold the 2nd expert committee meeting of the Seafarers' Subcommittee, Maritime Affairs Division, Transport Policy Council, on October 29, Reiwa 8, to deliberate revisions to the minimum wage for the domestic coastal steel vessel operating industry.
Deliberations to be held on revising the minimum wage for the fishing industry (skipjack and tuna) — Meeting of the 2nd Expert Committee on the Minimum Wage for the Fishing Industry (Skipjack and Tuna), Seafarers' Subcommittee, Maritime Affairs Division, Transport Policy Council
The domestic coastal shipping industry and its customers join forces to promote standard approaches to freight rates, charter fees and other charges to improve transaction conditions! — Meeting of the 4th Roundtable on Strengthening Cooperation between Domestic Coastal Shipping and Customers
Published ・ Source Japan | 国土交通省
国土交通省 will hold the 4th roundtable on November 4 to strengthen cooperation between the domestic coastal shipping industry and its customers, and exchange views on promoting price negotiations based on “standard approaches.”
Recall notice (KATO KATO KR-25H rough-terrain crane and other models)
Published ・ Source Japan | 国土交通省
株式会社加藤製作所 notified the Minister of Land, Infrastructure, Transport and Tourism on October 27, Reiwa 8, of a recall concerning the axle shaft in the running gear of rough-terrain cranes, including the KR-25H model.
About the 1st Subcommittee on the Future of Sustainable Railway Networks
Published ・ Source Japan | 国土交通省
Ahead of the 40th anniversary of the privatization and breakup of Japanese National Railways next year, 国土交通省 will launch the “Subcommittee on the Future of Sustainable Railway Networks” on October 29 to discuss how to ensure sustainable rail networks.
Facts
40 years since the privatization and breakup of Japanese National Railways
住宅・建築海外展開連携協議会（J-HAB） holds its first annual general meeting — strengthening the public-private network for international expansion in the housing and construction sectors
Published ・ Source Japan | 国土交通省
住宅・建築海外展開連携協議会（J-HAB） held its 1st annual general meeting on Reiwa 8, Oct. 15, with approximately 100 members attending. The event featured keynote speeches on the Australian and Indian markets and a networking reception to strengthen public-private ties.
The 28th Road Technology Subcommittee of the Road Division of the Council for Social Infrastructure Development to meet — discussions will include developing technical standards for facilities supporting automated operation
Published ・ Source Japan | 国土交通省
The Ministry of Land, Infrastructure, Transport and Tourism will hold the 28th Road Technology Subcommittee meeting on Oct. 30. The agenda will include developing technical standards for facilities supporting automated operation and revising pavement inspection guidelines.
The Ministry of Land, Infrastructure, Transport and Tourism announced that 3 initiatives from Ichihara City, Minamiise Town and Sasebo City received the Minister of Land, Infrastructure, Transport and Tourism Award in the Reiwa 8 Community Development Awards. This year, 9 organizations were honored from among 54 nominees. The awards are organized by the Ministry of Land, Infrastructure, Transport and Tourism and others, with the Development Bank of Japan as a supporting organization.
Facts
This is the 43rd year
9 outstanding initiatives
54 organizations were nominated from across the country
Strengthening cooperation with Indonesia to build resilient and sustainable infrastructure — Results of the 12th Japan-Indonesia Vice-Ministerial Meeting on Construction
Published ・ Source Japan | 国土交通省
国土交通省 and インドネシア共和国公共事業省 held the 12th Japan-Indonesia Vice-Ministerial Meeting on Construction on Reiwa 8, Oct. 6, and confirmed that they would strengthen their cooperation under the theme of “Building resilient and sustainable infrastructure.”
Discussing future directions and challenges for barrier-free measures — 2nd meeting of the study group on a new framework for barrier-free measures
Published ・ Source Japan | 国土交通省
The Ministry of Land, Infrastructure, Transport and Tourism will hold the 2nd meeting of the study group on a new framework for barrier-free measures on Reiwa 8, Oct. 29, with the aim of building a society where older people and people with disabilities can live comfortably, in accordance with the Barrier-Free Act.
Submission of the 環境大臣’s opinion on the planning-stage environmental consideration document for the Minohara Country Club extra-high-voltage solar power plant project
Published ・ Source Japan | 環境省
環境省 submitted an 環境大臣 opinion to 経済産業大臣 on the solar power plant project by 株式会社上里建設 in Nakanojo Town, Agatsuma District, Gunma Prefecture, calling for measures to address reflected light and recycle waste.