# AI News 180m Report｜2026-10-27 15:00–18:00 JST｜Page 6 of 7

One place for news and notices from 2 countries/regions: Japan, 381 items from 8 sources; Taiwan, 241 items from 11 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 久昌 (6720): Announcement that the board of directors resolved to carry out the third share buyback

- Published: 2026-10-27T15:32:32+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=6720&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=143232&spoke_date=20261027
- Article page: https://ainews.idaeo.ai/a/4449068-en.html
- anchor: #n3601570
- Companies mentioned: 久昌、玉山證券股份有限公司、玉山綜合證券股份有限公司

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
- 8.78% of the company's current assets

## 永信建 (5508): Announcement that the board of directors approved the 115 third-quarter consolidated financial report

- Published: 2026-10-27T15:00:28+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=5508&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=140028&spoke_date=20261027
- Article page: https://ainews.idaeo.ai/a/4449062-en.html
- anchor: #n3601569
- Companies mentioned: 永信建

永信建(5508)公告董事會通過115年第三季合併財務報告，累計營業收入達2,950,940仟元，本期淨利為697,416仟元。

Facts:
- Operating revenue accumulated from January 1 through the end of the period (thousand yuan): 2,950,940
- Gross operating profit (loss) accumulated from January 1 through the end of the period (thousand yuan): 1,162,240
- Operating profit (loss) accumulated from January 1 through the end of the period (thousand yuan): 945,341
- Pretax net profit (loss) accumulated from January 1 through the end of the period (thousand yuan): 871,647
- Net profit (loss) for the period accumulated from January 1 through the end of the period (thousand yuan): 697,416
- Basic earnings (loss) per share accumulated from January 1 through the end of the period (yuan): 3.21
- Total assets at period-end (thousand yuan): 18,747,905
- Total liabilities at period-end (thousand yuan): 12,969,259
- Equity attributable to owners of the parent at period-end (thousand yuan): 5,778,646

## 大展證 (6020): 大展證券 to hold an investor conference on the third quarter of 115

- Published: 2026-10-27T14:57:50+09:00
- Source: Taiwan | 公開資訊觀測站
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=otc&co_id=6020&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=135750&spoke_date=20261027
- anchor: #n3601568
- Companies mentioned: 大展證、大展證券

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.

Facts:
- Q3 115
- 115/10/28
- 14 時 00 分

## 輝達替AI代理加裝安全鎖 分析師估執行速度最多降25%

- Published: 2026-10-27T17:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638057
- Article page: https://ainews.idaeo.ai/a/4448750-en.html
- anchor: #n3601072
- Companies mentioned: 輝達、NVDA-US、法國巴黎銀行、思科、CSCO-US、Crowdstrike、CRWD-US、微軟、MSFT-US、Alphabet、GOOGL-US、Google Cloud

輝達在柏林 GTC 大會發表 OpenShell 參考架構以管控 AI 代理風險，法國巴黎銀行分析師警告執行速度或降 25%，企業需評估安全與效能之平衡。

Facts:
- 輝達近日在柏林 GTC 大會發表 OpenShell 參考架構。
- 法國巴黎銀行分析師 Karl Ackerman 指出 OpenShell 可能使執行速度最多降低 25%。
- OpenShell 參考架構結合 BlueField-4 資料處理器及輝達 Sentry 安全框架。
- 思科、Crowdstrike、微軟及 Google Cloud 正就這套架構展開合作。
- AI agents are no longer designed only to answer questions; they can also access files and use workplace tools.

## Looking for answers in 982 S&P closes! The Big Short’s real-life inspiration: US stocks near “bubble peak”; plans to trim “these stocks”

- Published: 2026-10-27T17:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638059
- Article page: https://ainews.idaeo.ai/a/4448749-en.html
- anchor: #n3601071
- Companies mentioned: 沃爾瑪、Alphabet、Valero Energy、Lululemon、PayPal、Adobe、Temple & Webster、Build-A-Bear Workshop

《大賣空》原型人物貝瑞(Michael Burry)發布文章指出，經分析標普500歷史數據，當前市場估值與2000年泡沫頂峰相似，擬減持沃爾瑪等過高估值股票，轉投小型價值股及國際市場。

Facts:
- Burry estimates the current S&P price-to-earnings ratio at about 32 times, broadly in line with the 32-to-34 times range in 2000.
- 貝瑞考慮賣出、減持或捐贈沃爾瑪、Alphabet和Valero Energy等估值過高的長期持股。
- 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: 2026-10-27T16:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638328
- Article page: https://ainews.idaeo.ai/a/4448751-en.html
- anchor: #n3601073
- Companies mentioned: Heritage Capital Partners、Vontobel Quality Growth、Garantia Capital、法國興業銀行、Vanguard、Dominium、Verisk Maplecroft、富國銀行

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.

## Cathay United Bank moves into stablecoin payment collection and settlement services, linking traditional finance with the virtual asset ecosystem

- Published: 2026-10-27T16:40:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638351
- Article page: https://ainews.idaeo.ai/a/4448752-en.html
- anchor: #n3601074
- Companies mentioned: 國泰世華銀行

國泰世華銀行宣布布局穩定幣收款與結算服務，串聯國內VASP業者，為企業提供連結傳統金融與虛擬資生的橋樑，解決企業被動接受穩定幣支付的合規與風控挑戰。

Facts:
- 國泰世華銀行積極布局穩定幣收款及結算相關服務，規劃串聯國內指標性虛擬資產服務(VASP)業者。
- Cathay United Bank received approval from the Financial Supervisory Commission in 2025 to conduct a pilot virtual asset custody business.
- 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: 2026-10-27T16:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638329
- Article page: https://ainews.idaeo.ai/a/4448753-en.html
- anchor: #n3601075
- Companies mentioned: 蘋果、AAPL-US、Counterpoint

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.

## 微軟、Alphabet、亞馬遜本週財報登場！AI資本支出、雲端訂單成股價關鍵

- Published: 2026-10-27T16:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638290
- Article page: https://ainews.idaeo.ai/a/4448754-en.html
- anchor: #n3601076
- 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

微軟、Alphabet及亞馬遜本週公布財報，市場聚焦AI資本支出與雲端訂單轉化。分析師預估三家公司營收及EPS均成長，且已連續多季優於預期。儘管技術面有壓力，但超大規模雲端服務商被看好受益於資料中心興建潮。

Facts:
- 微軟、Alphabet及亞馬遜本週將陸續公布季度財報，市場焦點集中在AI資本支出與雲端訂單轉化。
- 分析師預估微軟本季每股盈餘達4.72美元，營收預估為906.8億美元，均高於去年同期。
- Alphabet is forecast to post quarterly earnings per share of $3.02 and revenue of $128.18 billion, up from the same period last year.
- 亞馬遜本季每股盈餘預估1.96美元，營收預估達2,022.4億美元，高於去年同期的1,801.7億美元。
- Analyst Dan Ives estimates hyperscalers will spend $850 billion on AI this year, with cloud order backlogs exceeding $2 trillion.
- Alphabet’s Google Cloud currently has an order backlog of $514 billion.
- 微軟、Alphabet與亞馬遜均為道瓊工業指數成分股，且在標普500及那斯達克100指數ETF中佔有重要權重。
- 今年以來微軟股價上漲11.9%，亞馬遜上漲10.5%，Alphabet上漲1.7%。

## 華碩看旺2027年台灣商用PC市場 迎量價齊揚與標案預算回溫

- Published: 2026-10-27T16:31:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638317
- Article page: https://ainews.idaeo.ai/a/4448755-en.html
- anchor: #n3601077
- Companies mentioned: 華碩、華碩聯合科技系統事業

華碩發表ASUS ExpertBook A7商用筆電，總經理廖逸翔指出受惠預算回升，看好2027年台灣商用PC市場量價雙增，表現優於今年。

Facts:
- 華碩於27日發表全新商用筆電ASUS ExpertBook A7。
- 華碩看好2027年台灣商用市場在出貨量與價格上皆能維持成長動能。
- 台灣商用PC市場上半年報價上漲近三成，全年價格漲幅估計落在10%左右。
- 華碩今年上半年台灣商用業務出貨量成長近兩成達到22%。
- The ASUS ExpertBook A7 can be configured with up to an Intel Core 7 350 processor and is built on the Intel 18A process.

## Anthropic pursues biggest IPO in history; first-half loss of $81 billion tests Wall Street’s confidence

- Published: 2026-10-27T16:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638022
- Article page: https://ainews.idaeo.ai/a/4448756-en.html
- anchor: #n3601078
- Companies mentioned: Anthropic、OpenAI、波克夏、DA Davidson、IEQ Capital、NewView Capital、亞馬遜、Meta、Uber

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.
- Anthropic’s CEO is Dario Amodei.

## 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: 2026-10-27T16:25:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638269
- Article page: https://ainews.idaeo.ai/a/4448757-en.html
- anchor: #n3601079
- Companies mentioned: Anthropic、台積電、聯發科、台達電、鴻海、日月光投控、聯電、緯穎、東台、彬台、新代、百德、上銀、盟立、鑫創、大銀微系統、輝達、三星、海力士、南亞科、華邦電、旺宏、力積電、意藍、東捷資訊、立端、零壹、大綜、京元電子、宏碁資訊、台光電、欣興、臻鼎-KY

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.
- PCB stocks such as 臻鼎-KY plunged 8.29%.

## Bitcoin falls below $80,000 on eve of 聯準會 decision

- Published: 2026-10-27T16:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638322
- Article page: https://ainews.idaeo.ai/a/4448758-en.html
- anchor: #n3601080
- Companies mentioned: 聯準會、MarketForces Africa、Strategy、Strive、Galaxy Research

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.

## 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: 2026-10-27T16:11:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6623504
- Article page: https://ainews.idaeo.ai/a/4448759-en.html
- anchor: #n3601081
- Companies mentioned: OpenAI、三星電子、SK海力士、野村投信、日本野村資產管理、JERA、戴爾科技（Dell Technologies）、RHAELM

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: 2026-10-27T16:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6637974
- Article page: https://ainews.idaeo.ai/a/4448760-en.html
- anchor: #n3601082
- 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

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.

## 台積擺尾台股守住4萬6、外資連2賣 三大法人買超31.42億元

- Published: 2026-10-27T16:04:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638339
- Article page: https://ainews.idaeo.ai/a/4448255-en.html
- anchor: #n3598656
- Companies mentioned: 台積電

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: 2026-10-27T15:50:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638315
- Article page: https://ainews.idaeo.ai/a/4448256-en.html
- anchor: #n3598657
- Companies mentioned: 輝達、NVDA、Meta平台、META

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: 2026-10-27T15:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638295
- Article page: https://ainews.idaeo.ai/a/4448260-en.html
- anchor: #n3598658
- Companies mentioned: 南韓央行、Moody's Analytics、高盛、三星電子、SK海力士、Bloomberg Economics

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: 2026-10-27T15:40:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638323
- Article page: https://ainews.idaeo.ai/a/4448261-en.html
- anchor: #n3598659
- Companies mentioned: 緯穎、Meta、亞馬遜、超微、摩爾投顧

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:
- 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: 2026-10-27T15:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638182
- Article page: https://ainews.idaeo.ai/a/4448257-en.html
- anchor: #n3598660
- Companies mentioned: 三星電子、SK海力士

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: 2026-10-27T15:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638288
- Article page: https://ainews.idaeo.ai/a/4448258-en.html
- anchor: #n3598661
- Companies mentioned: 中國乘聯分會、BMW、賓士、奧迪、瑪莎拉蒂、藍寶基尼、法拉利、賓利、捷豹、蔚來、理想

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: 2026-10-27T15:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638149
- Article page: https://ainews.idaeo.ai/a/4448259-en.html
- anchor: #n3598662
- Companies mentioned: 英特爾、IN TC-US、超微半導體、AMD-US、博通、AVGO-US、Google、GOOGL-US、微軟、MSFT-US、輝達、NVDA-US、蘋果、AAPL-US

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: 2026-10-27T15:01:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638285
- Article page: https://ainews.idaeo.ai/a/4447495-en.html
- anchor: #n3598217
- Companies mentioned: 玉晶光、3M

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: 2026-10-27T14:59:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638270
- Article page: https://ainews.idaeo.ai/a/4447496-en.html
- anchor: #n3598218
- Companies mentioned: AMAX-KY

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

## 〈焦點股〉美系外資調高緯穎目標價 價量齊揚漲逾半根停板

- Published: 2026-10-27T14:57:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638259
- Article page: https://ainews.idaeo.ai/a/4447497-en.html
- anchor: #n3598219
- Companies mentioned: 緯穎、美系外資

美系外資調高緯穎目標價至4000元，看好其AI伺服器動能。緯穎今日股價大漲逾半根停板，9月營收創歷史新高，年增近100%。

Facts:
- 美系外資近日上調緯穎目標價至4000元
- 緯穎 shares surged today (27), rising by more than half the limit-up threshold, and were temporarily quoted at NT$1,925 by midday
- 緯穎 September revenue was NT$172.62 billion, up 99.99% year on year and a record monthly high
- 緯穎 third-quarter revenue was NT$434.618 billion, up 56.25% quarter on quarter and 62.89% year on year
- The 3 major institutional investors sold a combined 465 lots of 緯穎 shares last week

## Optical communications stocks rebound strongly! Lumentum jumps 8.19% as AI demand and China supply restrictions boost shares

- Published: 2026-10-27T14:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638041
- Article page: https://ainews.idaeo.ai/a/4447498-en.html
- anchor: #n3598220
- Companies mentioned: Lumentum、Coherent、Ciena、Anthropic、Meta、SpaceX、Evercore ISI、巴隆周刊

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: 2026-10-27T14:46:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638283
- Article page: https://ainews.idaeo.ai/a/4447499-en.html
- anchor: #n3598221
- Companies mentioned: Anthropic、美國證券交易委員會(SEC)、SpaceX、微軟、Coinbase、亞馬遜、Google、AWS、輝達、AMD

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: 2026-10-27T14:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6637975
- Article page: https://ainews.idaeo.ai/a/4447500-en.html
- anchor: #n3598222
- Companies mentioned: Investopedia、CME Group、牛津經濟研究院、Oxford Economics、高盛、野村證券

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%
- 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

## Tesla-SpaceX merger speculation gains traction; share of sell ratings on 特斯拉 hits an 11-year low

- Published: 2026-10-27T14:33:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638023
- Article page: https://ainews.idaeo.ai/a/4447501-en.html
- anchor: #n3598223
- Companies mentioned: 特斯拉、SpaceX、法國巴黎銀行、里昂證券、巴克萊、Zacks Investment Research、xAI

特斯拉與SpaceX合併預期升溫，分析師悲觀評等占比創11年新低。巴克萊、法巴等機構調升評等與目標價，馬斯克旗下公司成立特別委員會評估交易，市場看好合併後將形成龐大AI集團。

Facts:
- Bearish ratings on 特斯拉 fall to an 11-year low
- 巴克萊 upgrades 特斯拉 to Buy
- 法國巴黎銀行 raises 特斯拉 price target to $420
- Zacks estimates post-merger 特斯拉 value at about $500 per share
- The merger could create an AI group valued at $3.6 trillion
- 特斯拉's third-quarter earnings beat expectations

## Jefferies sees semiconductor equipment boom lasting through 2028; AI investment concerns cannot stop demand

- Published: 2026-10-27T14:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638162
- Article page: https://ainews.idaeo.ai/a/4447502-en.html
- anchor: #n3598224
- Companies mentioned: Jefferies、應用材料、AMAT-US、科林研發、LRCX-US、輝達、NVDA-US、CoreWeave、CRWV-US、Meta、META-US、微軟、MSFT-US、亞馬遜、AMZN-US、ASML、ASML-US、SCREEN Holdings、DINRF-US

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.
- Jefferies rates 應用材料, 科林研發, 輝達, CoreWeave, Meta, 微軟 and 亞馬遜 Buy.
- Jefferies rates ASML and SCREEN Holdings Hold.

## 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: 2026-10-27T14:15:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638030
- Article page: https://ainews.idaeo.ai/a/4447503-en.html
- anchor: #n3598225
- Companies mentioned: 三星電子、SK海力士、輝達、ZDNET Korea

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: 2026-10-27T14:09:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638268
- Article page: https://ainews.idaeo.ai/a/4447504-en.html
- anchor: #n3598226
- Companies mentioned: Yardeni Research、MarketWatch

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.

## Water Outage (Tainan City)

- Published: 2026-10-27T17:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271610&info=20042914
- anchor: #n3601243
- Companies mentioned: 台灣自來水公司

台灣自來水公司將於2026年10月27日至30日在臺南市山上區進行管線汰換工程，導致山上里及南洲里停水。

Facts:
- Effective time: 2026-10-27T14:48:27
- End time: 2026-10-30T18:00:00

## Water Outage (Tainan City)

- Published: 2026-10-27T17:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271610&info=20042916
- anchor: #n3601242
- Companies mentioned: 台灣自來水公司

台灣自來水公司 will implement water outages in parts of Shanshang District, Tainan City, due to a pipeline replacement project in the district.

## Water Outage (Tainan City)

- Published: 2026-10-27T17:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271610&info=20042915
- anchor: #n3601241
- Companies mentioned: 台灣自來水公司

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.

## Water outage (Yunlin County)

- Published: 2026-10-27T17:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271610&info=20042917
- anchor: #n3601236
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T16:08:41
- End time: 2026-10-27T18:00:00

## Water outage (Yunlin County, Chiayi County)

- Published: 2026-10-27T17:00:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271600&info=20042913
- anchor: #n3601256
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 150mmPVCP

## Water outage (Kaohsiung City)

- Published: 2026-10-27T16:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271540&info=20042910
- anchor: #n3601295
- Companies mentioned: 台灣自來水公司

台灣自來水公司 is replacing pipelines on Taian Street and elsewhere in Qishan District, Kaohsiung City, causing a water outage in Dade Village.

Facts:
- Effective time: 2026-10-27T09:22:11
- Expiration time: 2026-10-27T17:00:00

## Water Outage (Taoyuan City)

- Published: 2026-10-27T16:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271540&info=20042911
- anchor: #n3601237
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Lane 378, Xinnong Street
- 2026-10-27T15:20:47
- 2026-10-28T18:00:00

## Water outage (Taitung County)

- Published: 2026-10-27T16:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271510&info=20042908
- anchor: #n3601239
- Companies mentioned: 台灣自來水公司、台電

Due to 台電's planned power outage and construction on 10/28, the Jinlun and Liquiu stations will be unable to supply water.

Facts:
- 10/28
- 2026-10-27T15:03:54
- 2026-10-28T17:00:00

## Water Outage (Nantou County)

- Published: 2026-10-27T16:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271510&info=20042909
- anchor: #n3601238
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T15:04:54
- End time: 2026-10-27T18:00:00

## Water outage (Chiayi County)

- Published: 2026-10-27T16:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271500&info=20042907
- anchor: #n3601240
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 100mm pipe
- 2026-10-27T14:58:46
- 2026-10-27T17:00:00

## Water Outage (Tainan City)

- Published: 2026-10-27T15:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271450&info=20042906
- anchor: #n3601244
- Companies mentioned: 台灣自來水公司

因台南市南區鹽埕路路面漏水緊急搶修，導致開南里與鹽埕里部分區域於10/27 14:30-18:00停水及降壓。

Facts:
- 10/27
- 14:30-18:00

## Water Outage (Tainan City)

- Published: 2026-10-27T15:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271440&info=20042904
- anchor: #n3601263
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T11:27:31
- Expiration time: 2026-10-27T17:00:00

## Water outage (Kaohsiung City)

- Published: 2026-10-27T15:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271440&info=20042905
- anchor: #n3601245
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T14:36:08
- End time: 2026-10-27T18:00:00

## Water Outage (Changhua County)

- Published: 2026-10-27T15:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271430&info=20042901
- anchor: #n3601249
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 40mm
- 2026-10-27T14:21:27
- 2026-10-27T21:00:00

## Water Outage (Miaoli County)

- Published: 2026-10-27T15:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271430&info=20042902
- anchor: #n3601248
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 80-37, Jinhaian
- Effective time: 2026-10-27T14:22:40
- Expiration time: 2026-10-27T17:00:00

## Water Outage (Pingtung County)

- Published: 2026-10-27T15:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271430&info=20042903
- Article page: https://ainews.idaeo.ai/a/4448964-en.html
- anchor: #n3601247
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 400mm
- Oct. 28

## Water outage (Kaohsiung City)

- Published: 2026-10-27T15:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271430&info=20042900
- anchor: #n3601246
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T14:26:10
- Expiration time: 2026-10-27T17:00:00

## Water Outage (Miaoli County)

- Published: 2026-10-27T15:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271420&info=20042899
- anchor: #n3601251
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T14:13:19
- Expiration time: 2026-10-27T17:00:00

## Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)

- Published: 2026-10-27T15:18:40+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261027141840_0000&info=20042898
- Article page: https://ainews.idaeo.ai/a/4448967-en.html
- anchor: #n3601250
- Companies mentioned: 水利署

水利署發布湖山水庫自由溢流放流至北港溪之更新訊息，影響雲林縣及嘉義縣多鄉鎮市，提醒沿岸民眾注意並遠離河床。

Facts:
- Effective time: 2026-10-27T14:18:40
- Expiration time: 2026-10-27T17:19:00

## Water outage (Kaohsiung City)

- Published: 2026-10-27T15:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271410&info=20042897
- anchor: #n3601252
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 909, Huaxia Road
- Effective time: 2026-10-27T14:06:45
- End time: 2026-10-27T16:30:00

## Water Outage (Nantou County)

- Published: 2026-10-27T15:00:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271400&info=20042895
- anchor: #n3601301
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 335, Zhongxing Road
- Effective time: 2026-10-27T07:57:45
- End time: 2026-10-27T18:00:00

## Water Outage (Hualien County)

- Published: 2026-10-27T15:00:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271400&info=20042894
- anchor: #n3601254
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 131
- 2026-10-27T13:50:57
- 2026-10-27T17:00:00

## Water Outage (Pingtung County)

- Published: 2026-10-27T15:00:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271400&info=20042896
- Article page: https://ainews.idaeo.ai/a/4448970-en.html
- anchor: #n3601253
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 800mm
- 13K+000

## Water Outage (Taoyuan City)

- Published: 2026-10-27T14:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271350&info=20042892
- anchor: #n3601255
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 150mmPVCP

## Water Outage (Tainan City)

- Published: 2026-10-27T14:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271310&info=20042885
- anchor: #n3601259
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 10/27
- 13:00-16:30
- No. 988

## Water Outage (Tainan City)

- Published: 2026-10-27T14:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271310&info=20042884
- anchor: #n3601258
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 10/27 13:00-16:30
- Entrance to Lane 25, Anfeng 6th Street

## Water Outage (Pingtung County, Kaohsiung City)

- Published: 2026-10-27T14:10:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271310&info=20042886
- Article page: https://ainews.idaeo.ai/a/4448974-en.html
- anchor: #n3601257
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T13:09:03
- Expiration time: 2026-10-28T17:00:00

## Major Fire Incident Report (New Taipei City)

- Published: 2026-10-27T14:01:29+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=NFA_Fire_0220261027093692&info=20042883
- anchor: #n3601260
- Companies mentioned: 內政部消防署

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.

Facts:
- Effective time: 2026-10-27T13:01:29
- Expiration time: 2026-10-28T13:01:00

## Water Outage (Tainan City)

- Published: 2026-10-27T13:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610271220&info=20042881
- anchor: #n3601266
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-10-27T10:57:21
- Expiration time: 2026-10-29T16:00:00

## 微軟 rolls out voluntary separation plan; 60,000 eligible, estimated to represent one-quarter of workforce

- Published: 2026-10-27T15:37:07+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833105
- Article page: https://ainews.idaeo.ai/a/4448921-en.html
- anchor: #n3601211
- Companies mentioned: 微軟、CNBC、GeekWire、西雅圖時報、Fortune

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
- About 8,750 people in total
- Nevertheless, 微軟 laid off 4,800 employees in July

## Beigang Sugar Factory warehouse complex listed as historic buildings; restoration aims to boost tourism

- Published: 2026-10-27T15:24:13+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833086
- Article page: https://ainews.idaeo.ai/a/4448920-en.html
- anchor: #n3601226
- Companies mentioned: 雲林縣府、文觀處

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.

Facts:
- 1911 AD
- Year 94 of the Republic of China
- Year 105
- 4 buildings in the first phase
- 12 buildings in total
- At the end of this year (2026)
- 5 buildings in the second phase
- Next year (2027)
- The final 3 buildings will be completed afterward

## Police bust money-laundering scheme using tea shops for cross-border transfers; 21 suspects arrested in 2 raids in Taichung

- Published: 2026-10-27T15:21:28+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833091
- Article page: https://ainews.idaeo.ai/a/4448937-en.html
- anchor: #n3601224

台中警方破獲假借茶行進行跨國轉帳洗錢案件，逮捕21名嫌犯，初步清查去年4至5月洗錢金額近5億7000萬元；高雄警方同日查獲詐騙集團車手，逮捕蕭姓女嫌並移送偵辦。

Facts:
- Nearly NT$570 million laundered
- More than NT$80,000 transferred
- NT$350,000 bail paid

## 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: 2026-10-27T15:18:07+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833093
- Article page: https://ainews.idaeo.ai/a/4448934-en.html
- anchor: #n3601222
- Companies mentioned: 陸委會、自由亞洲電台、中華亞太菁英交流協會

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: 2026-10-27T15:12:07+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833094
- Article page: https://ainews.idaeo.ai/a/4448933-en.html
- anchor: #n3601221

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: 2026-10-27T14:59:55+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833097
- Article page: https://ainews.idaeo.ai/a/4448931-en.html
- anchor: #n3601219

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.

Facts:
- The 26th
- At least two-thirds
- 4-country talks

## Anthropic files IPO registration documents; reliance on Taiwan for chip production cited as a major risk

- Published: 2026-10-27T14:57:55+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833098
- Article page: https://ainews.idaeo.ai/a/4448930-en.html
- anchor: #n3601218
- 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

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

## 美股收紅激勵台股早盤開高走低 盤中震盪跌破4萬6關卡

- Published: 2026-10-27T14:54:53+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833099
- Article page: https://ainews.idaeo.ai/a/4448928-en.html
- anchor: #n3601217
- Companies mentioned: Anthropic、台積電、英特爾

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.

Facts:
- 46,211 points
- Up 170 points
- 46,585 points
- 46,000 points
- 2 consecutive days
- The 28th
- October
- 50,000 points

## 國科會 develops 2-nanometer process coating technology to help improve chip manufacturing yields

- Published: 2026-10-27T14:49:51+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833087
- Article page: https://ainews.idaeo.ai/a/4448939-en.html
- anchor: #n3601225
- Companies mentioned: 國科會、國研院、國家儀器科技研究中心、汎銓科技公司、台積電、蘋果、輝達、超微

國科會轄下國研院國家儀器科技研究中心與汎銓科技公司攜手研發2奈米製程鍍膜技術，可精準檢驗晶片品質並提高良率，有助鞏固台灣在全球半導體材料分析市場的領先地位。

Facts:
- 2-nanometer process
- 1.4 nanometers
- 1 nanometer

## Man unhappy with court ruling throws waste at Taipei District Court, sent for investigation on suspicion of obstructing official business

- Published: 2026-10-27T14:48:09+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833092
- Article page: https://ainews.idaeo.ai/a/4448936-en.html
- anchor: #n3601223
- Companies mentioned: 台北地院、台北地檢署、中正一分局介壽派出所

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.

Facts:
- In their 70s
- 2 buckets
- More than 1 hour
- 4 days
- seven months

## Yilan man suspected of setting fire with a lighter after argument with father, sent for investigation on public endangerment charges

- Published: 2026-10-27T14:42:59+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833101
- Article page: https://ainews.idaeo.ai/a/4448926-en.html
- anchor: #n3601215

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.

Facts:
- 3 stories
- The evening of the 26th
- The morning of the 27th
- Inside a room on the 2nd floor

## Taiwanese woman murdered at hotel near Japan's Lake Kawaguchi; husband suspected of hiring killer for insurance fraud, detained without visitation

- Published: 2026-10-27T14:40:26+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833102
- Article page: https://ainews.idaeo.ai/a/4448925-en.html
- anchor: #n3601214

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

## Taichung mayoral election ballot numbers drawn; Ho Hsin-chun gets 1, Chiang Chi-chen gets 3

- Published: 2026-10-27T14:38:42+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833103
- Article page: https://ainews.idaeo.ai/a/4448924-en.html
- anchor: #n3601213

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.

Facts:
- Drew number one
- Drew number 3
- 9 a.m. on the 27th
- Drew number 2

## Ballot numbers drawn for nine-in-one elections; Chiang Wan-an gets 5, Shen Po-yang gets 3

- Published: 2026-10-27T13:35:05+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833104
- Article page: https://ainews.idaeo.ai/a/4448923-en.html
- anchor: #n3601212

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.

Facts:
- Su Chiao-hui drew 1
- Lai Jui-lung drew 5 first
- Ko Chih-en then drew 3

## 民團調查9成民眾不滿移工政策 邀洪申翰公開辯論

- Published: 2026-10-27T13:35:04+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833100
- Article page: https://ainews.idaeo.ai/a/4448927-en.html
- anchor: #n3601216
- Companies mentioned: 勞動部、衛福部、勞動力發展署、雇主協會、台灣移工聯盟

雇主團體調查顯示9成民眾不滿移工政策，於27日到勞動部外抗議並邀請部長洪申翰公開辯論；同時移工團體至衛福部抗議長照資源不足。

Facts:
- 高達9成民眾對現行移工政策不滿
- Protested outside 勞動部 on the 27th

## Wei Ying-chiao apologizes for post-game remark; Tsai Chi-chang says comments must be made cautiously

- Published: 2026-10-27T13:35:02+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833096
- Article page: https://ainews.idaeo.ai/a/4448932-en.html
- anchor: #n3601220
- Companies mentioned: 味全龍、中信兄弟、頂新集團、公視新聞網、PNN

味全龍以4勝2敗擊敗中信兄弟奪得中職總冠軍，頂新集團二董魏應交於慶功直播中發表「給兄弟一點機會」等失言引發爭議，隨後向球員、教練團及球迷致歉；中職會長蔡其昌發文提醒公眾人物與聯盟發言須謹慎。

Facts:
- 味全龍 beat 中信兄弟 6-0
- Won the Taiwan Series with 4 wins and 2 losses
- Claimed the 6th championship in team history
- Pitched 8 scoreless innings
- Scored 5 runs in the bottom of the 8th
- Felt a greater sense of responsibility after winning the championship in 2023
- If it weren't for you this year (2026)
- We had 40,000 fans at every game at the Dome

## [株式会社ＡＳＪ] Amended Annual Securities Report — 43rd fiscal year (2025/04/01–2026/03/31)

- Published: 2026-10-27T16:39:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA8T,,
- Article page: https://ainews.idaeo.ai/a/4448647-en.html
- anchor: #n3598866
- Companies mentioned: 株式会社ＡＳＪ

The summary of this item is not shown

Facts:
- The filer is 株式会社ＡＳＪ.
- The document filed is “Amended Annual Securities Report — 43rd fiscal year (2025/04/01–2026/03/31).”
- The filing was submitted on October 27, 2026, at 16:39.

## [アドバンス・レジデンス投資法人] Annual Securities Report (Domestic Investment Securities) — 32nd fiscal period (2026/02/01–2026/07/31)

- Published: 2026-10-27T16:11:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA47,,
- Article page: https://ainews.idaeo.ai/a/4448418-en.html
- anchor: #n3598793
- Companies mentioned: アドバンス・レジデンス投資法人

The summary of this item is not shown

Facts:
- アドバンス・レジデンス投資法人 filed an annual securities report on October 27, 2026.

## [株式会社オータケ] Annual Securities Report — 74th fiscal year (2025/06/01–2026/05/31)

- Published: 2026-10-27T16:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9XT,,
- Article page: https://ainews.idaeo.ai/a/4448298-en.html
- anchor: #n3598732
- Companies mentioned: 株式会社オータケ

The summary of this item is not shown

## [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: 2026-10-27T16:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9E6,,
- Article page: https://ainews.idaeo.ai/a/4448297-en.html
- anchor: #n3598731
- Companies mentioned: 株式会社ＪＭホールディングス

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.

## [ＩＮＴＬＯＯＰ株式会社] Annual Securities Report — 22nd fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:55:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA18,,
- Article page: https://ainews.idaeo.ai/a/4448240-en.html
- anchor: #n3598654
- Companies mentioned: ＩＮＴＬＯＯＰ株式会社

The summary of this item is not shown

## [株式会社エターナルホスピタリティグループ] Annual Securities Report — 40th fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:50:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9DH,,
- Article page: https://ainews.idaeo.ai/a/4448229-en.html
- anchor: #n3598648
- Companies mentioned: 株式会社エターナルホスピタリティグループ

The summary of this item is not shown

## [三井不動産ロジスティクスパーク投資法人] Annual Securities Report (Domestic Investment Securities) — 20th fiscal period (2026/02/01–2026/07/31)

- Published: 2026-10-27T15:31:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA7L,,
- Article page: https://ainews.idaeo.ai/a/4448033-en.html
- anchor: #n3598510
- Companies mentioned: 三井不動産ロジスティクスパーク投資法人

The summary of this item is not shown

Facts:
- The filer is 三井不動産ロジスティクスパーク投資法人, and the document is the Annual Securities Report (Domestic Investment Securities) — 20th fiscal period.

## [ＶＡＬＵＥＮＥＸ株式会社] Annual Securities Report — 20th fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:31:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z9YZ,,
- Article page: https://ainews.idaeo.ai/a/4448032-en.html
- anchor: #n3598509
- Companies mentioned: ＶＡＬＵＥＮＥＸ株式会社

The summary of this item is not shown

## [株式会社ステムリム] Annual Securities Report — 21st fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:31:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA4E,,
- Article page: https://ainews.idaeo.ai/a/4448031-en.html
- anchor: #n3598508
- Companies mentioned: 株式会社ステムリム

株式会社ステムリムが2026年7月期有価証券報告書を提出。経常損失18億8千万円、純損失18億5千万円を計上し、資産規模が縮小する一方、従業員数は増加した。

Facts:
- 株式会社ステムリム's ordinary loss for its 21st fiscal year was 1,879,888 thousand yen.
- The net loss for the current period was 1,851,498 thousand yen.
- At the end of the current period, the company had 48 employees, up from 45 at the end of the previous period.

## [ブレインズテクノロジー株式会社] Annual Securities Report — 18th fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:30:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA4Q,,
- Article page: https://ainews.idaeo.ai/a/4448030-en.html
- anchor: #n3598507
- Companies mentioned: ブレインズテクノロジー株式会社

ブレインズテクノロジーは2026年7月期決算で売上高約14億3千万円、経常利益約2億5千万円を達成し、前期比で大幅な成長を遂げた。

## [株式会社エイチームホールディングス] Annual Securities Report — 27th fiscal year (2025/08/01–2026/07/31)

- Published: 2026-10-27T15:29:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZA2G,,
- Article page: https://ainews.idaeo.ai/a/4448011-en.html
- anchor: #n3598451
- Companies mentioned: 株式会社エイチームホールディングス

The summary of this item is not shown

## 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/sogo07_hh_000826.html
- Article page: https://ainews.idaeo.ai/a/4449186-en.html
- anchor: #n3601638
- Companies mentioned: 国土交通省、アジア開発銀行、ADB

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.

Facts:
- Oct. 21, 2026
- 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/kaiji04_hh_000405.html
- Article page: https://ainews.idaeo.ai/a/4449185-en.html
- anchor: #n3601637
- Companies mentioned: 全日本海員組合、八重川海運株式会社、船主団体内航労務協会

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.

Facts:
- Gross tonnage of 100 tons or more
- Comprising 2 members each from the committees

## 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

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/kaiji04_hh_000406.html
- Article page: https://ainews.idaeo.ai/a/4449184-en.html
- anchor: #n3601636
- Companies mentioned: 国土交通省、海事局、全日本海員組合、日本かつお・まぐろ漁業協同組合、全国近海かつお・まぐろ漁業協会、明治大学、法政大学

国土交通省海事局は、令和8年10月29日に「交通政策審議会海事分科会船員部会第２回漁業（かつお・まぐろ）最低賃金専門部会」を開催し、漁業（かつお・まぐろ）の最低賃金の改正額について審議を行う。

Facts:
- Reiwa 8, October 29
- 13:00～14:30
- 2 members each representing the public interest, labor and employers

## 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/kaiji03_hh_000233.html
- Article page: https://ainews.idaeo.ai/a/4449183-en.html
- anchor: #n3601635
- Companies mentioned: 国土交通省、日本鉄鋼連盟、石油連盟、石油化学工業協会、セメント協会、日本内航海運組合総連合会、内航大型船輸送海運組合、全国海運組合連合会、全国内航タンカー海運組合、全国内航輸送海運組合、全日本内航船主海運組合、日本経済団体連合会、日本商工会議所

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.”

Facts:
- To be held on November 4
- 15:30～16:30
- In March, Reiwa 4
- Formulated this March

## Recall notice (KATO KATO KR-25H rough-terrain crane and other models)

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/jidosha08_hh_005876.html
- Article page: https://ainews.idaeo.ai/a/4449182-en.html
- anchor: #n3601634
- Companies mentioned: 株式会社加藤製作所、国土交通省物流・自動車局審査・リコール課

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.

Facts:
- Total: 150 units
- Number of defects: 2
- Recall notice number: 5896

## About the 1st Subcommittee on the Future of Sustainable Railway Networks

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/tetsudo05_hh_000168.html
- Article page: https://ainews.idaeo.ai/a/4449180-en.html
- anchor: #n3601632
- Companies mentioned: 国土交通省、一橋大学、(一社)低炭素投資促進機構、流通経済大学、北海道大学大学院、(一財)日本消費者協会、東京女子大学、日本大学、東京大学大学院、富山大学、一般社団法人日本民営鉄道協会、第三セクター鉄道等協議会、北海道旅客鉄道株式会社、東日本旅客鉄道株式会社、東海旅客鉄道株式会社、西日本旅客鉄道株式会社、四国旅客鉄道株式会社、九州旅客鉄道株式会社、日本貨物鉄道株式会社、公益社団法人日本バス協会、一般社団法人全国ハイヤー・タクシー連合会、全日本交通運輸産業労働組合協議会（交運労協）、全国知事会、全国市長会、全国町村会、株式会社日本政策投資銀行、独立行政法人鉄道建設・運輸施設整備支援機構

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
- October 29 (Thu.)
- 16：00～18：00

## 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/house01_hh_000134.html
- Article page: https://ainews.idaeo.ai/a/4449179-en.html
- anchor: #n3601631
- Companies mentioned: 住宅・建築海外展開連携協議会、J-HAB、日本工営株式会社、Ashurst Perkins Coie、株式会社コード、林野庁、経済産業省、株式会社海外交通・都市開発事業支援機構、JOIN

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.

Facts:
- Approximately 100 people in total
- 64 attended in person
- 34 attended online
- Networking spaces were set up for 4 countries

## 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/road01_hh_002163.html
- Article page: https://ainews.idaeo.ai/a/4449178-en.html
- anchor: #n3601630

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.

Facts:
- Friday, Oct. 30
- 10：00～12：00
- 11th floor
- ２-１-３
- Oct. 28 (Wed.)
- 17:00

## 市原市・南伊勢町・佐世保市の地域づくり３事例が「国土交通大臣賞」を受賞 ～｢新時代に地域力をつなぐ国土｣を体現する９団体を令和８年度「地域づくり表彰」受賞団体に決定～

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/kokudoseisaku09_hh_000194.html
- Article page: https://ainews.idaeo.ai/a/4449177-en.html
- anchor: #n3601629
- Companies mentioned: 株式会社 日本政策投資銀行、一般財団法人 国土計画協会、全国地域づくり推進協議会、全国二地域居住等促進官民連携プラットフォーム、面白法人カヤック、株式会社 第一プログレス、ウエルコミ（ウエルシア・コミュニケーションセンターいちはら）

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
- 32 organizations last year
- 10 organizations last year

## Strengthening cooperation with Indonesia to build resilient and sustainable infrastructure — Results of the 12th Japan-Indonesia Vice-Ministerial Meeting on Construction

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/sogo07_hh_000825.html
- Article page: https://ainews.idaeo.ai/a/4449176-en.html
- anchor: #n3601628
- Companies mentioned: 国土交通省、インドネシア共和国公共事業省、水資源機構、NEXCO西日本、長大

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.”

Facts:
- 12th
- Approximately 40 people
- 11th

## Discussing future directions and challenges for barrier-free measures — 2nd meeting of the study group on a new framework for barrier-free measures

- Published: 2026-10-27T00:00:00+09:00
- Source: Japan | 国土交通省
- Original: https://www.mlit.go.jp/report/press/sogo09_hh_000443.html
- Article page: https://ainews.idaeo.ai/a/4449174-en.html
- anchor: #n3601626
- Companies mentioned: 株式会社赤ちゃん本舗、認定ＮＰＯ法人ウィーログ、公益財団法人 交通エコロジー・モビリティ財団、中央大学研究開発機構、日本大学理工学部まちづくり工学科、東洋大学、お茶の水女子大学共創工学部人間環境工学科

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.

Facts:
- 15：00～17：00
- 03-5253-8111

## 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: 2026-10-27T00:00:00+09:00
- Source: Japan | 環境省
- Original: https://www.env.go.jp/press/press_05717.html
- Article page: https://ainews.idaeo.ai/a/4449340-en.html
- anchor: #n3601703
- Companies mentioned: 環境省、株式会社上里建設、経済産業大臣、環境大臣

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.

Facts:
- Output of 40,000 kW or more
- Maximum output of 94,000 kW
- Approximately 105 ha
- Maximum of approximately 94,000 kW (AC)
- Maximum of approximately 151,775 kW (DC)