AI News 180m Report

2026-10-27 21:00–24:00 JST

130 received, 130 listed, 6 sources ・ Page 1 of 2

One place for news and notices from 2 countries/regions: Taiwan, 104 items from 5 sources; Japan, 26 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 中央社 CNA(37)

Ogasawara Yoshiyuki: Green camp has the advantage; it is too early to draw conclusions about Taipei

Published ・ Source Taiwan | 中央社 CNA

Ogasawara Yoshiyuki, an honorary chair professor at 國立清華大學, analyzed the 2026 local elections and said the Democratic Progressive Party has an overall advantage and could retake Chiayi City, Changhua County, Yilan County and New Taipei City. The Taipei race is close, and it is too early to draw conclusions. He said voter backlash against the Kuomintang has spread because of its obstructionist tactics at the central level and controversy over the state affairs fund, while the DPP has gained momentum by shifting its focus to local livelihood issues.

Facts

  • 2026 Nine-in-One Elections
  • Hsinchu County, the 27th
  • Not passed until August
  • Gained a slight lead after September
  • 1 month until voting
  • Among the 22 county and city mayoral seats
  • Win about 13 or 14 seats
  • (Editor: Long Bo-an) 1151027

Companies mentioned:中央社、產經新聞、國立清華大學

UK Fairford air base incident: 2 men charged with plotting to assist Iran to appear in court

Published ・ Source Taiwan | 中央社 CNA

2 men in the UK have been charged with plotting to assist Iranian intelligence and entering a restricted area at 費爾福皇家空軍基地. They are due to appear at 西敏區治安法庭. The charges are part of an investigation into an incident last month in which a suspicious van was found at the base. Counterterrorism police said the series of incidents may have been directed by the Iranian government, which has denied any connection.

Facts

  • 2 British men
  • Age 24
  • Article 3
  • Article 4
  • August 22
  • Another 4 men
  • The 27th of last month
  • 3 suspicious vans
  • After the September incident

Companies mentioned:中央訊息、BBC、中央社、英國廣播公司、費爾福皇家空軍基地、RAF Fairford、西敏區治安法庭、Westminster Magistrates' Court、英國反恐警務網、CTP

M6 chip powers new MacBook Pro and iMac as Apple seeks to spur upgrade cycle

Published ・ Source Taiwan | 中央社 CNA

Original蘋果公司發表搭載M6晶片的14吋MacBook Pro與24吋iMac,強調AI效能提升與長續航力,預計10月29日開放預訂、11月6日發售。

Facts

  • M6 chip
  • 14-inch MacBook Pro
  • 24-inch iMac
  • Dual 16-core Neural Engine
  • 12-core CPU
  • Up 30%
  • Increase by 25%
  • Up to 24 hours
  • 3 Thunderbolt 4 ports
  • 4 times faster
  • Starting at NT$64,900
  • Starting at NT$49,900
  • 1:10 a.m. on October 29
  • On sale November 6

Companies mentioned:蘋果公司、Apple

China's import expo set to open; scholar says trade surplus may shrink in short term

Published ・ Source Taiwan | 中央社 CNA

China's International Import Expo will be held in Shanghai from November 5 to 10, organized by 中國商務部 and 上海市政府. A scholar at 上海社科院 said the expo, as an import platform, could affect the trade surplus in the short term. But imports and exports are not separate, and a trade surplus essentially reflects industrial competitiveness, so its size alone cannot be used to judge whether it is good or bad. The scholar also said the expo gives small and medium-sized businesses a chance to connect with Chinese companies.

Facts

  • This year's expo runs from November 5 to 10
  • Held annually in Shanghai since 2018
  • Original中國9月出口年增逾3成

Companies mentioned:中央社、中國商務部、上海市政府、上海社科院、上海社會科學院、上海社科院世界經濟研究所、上海社科院應用經濟研究所

Daily Cash 539 draw No. 115260: 2 top-prize winners

Published ・ Source Taiwan | 中央社 CNA

The winning numbers were drawn for Daily Cash 539 No. 115260, with 2 top-prize winners receiving NT$8 million each. There were also 201 second-prize winners, 52 3-Star first-prize winners and 25 4-Star first-prize winners.

Facts

  • Draw No. 115260
  • 2 top-prize tickets
  • NT$8 million
  • 201 second-prize winners
  • NT$20,000 prize per ticket
  • 52 first-prize winners
  • NT$5,000 prize per ticket
  • 25 first-prize tickets
  • NT$50,000 prize per ticket

Companies mentioned:中央社、台彩公司

Lotto draw No. 115100: No top-prize winner

Published ・ Source Taiwan | 中央社 CNA

The winning numbers for Lotto No. 115100 were drawn tonight: 34, 14, 38, 16, 41 and 08; the bonus number was 09. There were no top-prize or second-prize winners.

Facts

  • Draw No. 115100
  • 34
  • 14
  • 38
  • 16
  • 41
  • 08
  • 09

Companies mentioned:中央社、台彩

Political upheaval in Serbia: accident at China-linked Belt and Road project was the catalyst

Published ・ Source Taiwan | 中央社 CNA

A collapse at Novi Sad railway station in November 2024 sparked a student movement in Serbia, leading to the ruling United Serbia party's defeat in a parliamentary election and victory for the student movement-turned “Student List.” The accident involved a Belt and Road-related project with Chinese companies, becoming a key catalyst for the fall of the Vucic government.

Facts

  • Leaving 16 people dead
  • Captured about 53% of the vote
  • 250 seats in total
  • Won 140 seats
  • Won only about 39% of the vote
  • Won only about 103 seats
  • Only 4 months after completion
  • May 2018 and 中國鐵路國際有限公司

Companies mentioned:中國鐵路國際有限公司、CRIC、中國交通建設集團有限公司、CCCC

Yemen's 青年運動: Missile strikes hit Saudi Arabia's largest refinery

Published ・ Source Taiwan | 中央社 CNA

The Yemen rebel group 青年運動(Houthis), allied with Iran, said it launched ballistic missiles that hit Saudi Arabia's largest refinery, Ras Tanura, setting part of the complex ablaze.

Facts

  • Daily capacity of 550,000 barrels
  • Original(中央社杜拜27日綜合外電報導)

Companies mentioned:中央社、路透社、青年運動、Houthis

China sales boost iPhone 18 Pro sales above iPhone 17 Pro

Published ・ Source Taiwan | 中央社 CNA

According to a Counterpoint survey, global sales of the iPhone 18 Pro series in its first 3 weeks on the market were 3.1% higher than those of the iPhone 17 Pro, driven mainly by strong sales in China. Sales in China surged 29%, but fell in the United States and Japan amid factors including price increases and the yen's depreciation.

Facts

  • Up 3.1%
  • First 3 weeks
  • Up 29%
  • Down 4%
  • 27%
  • Share reached 56%
  • 57%

Companies mentioned:中央社、Counterpoint、蘋果、Apple、路透社、Android

Jordan launches retaliatory airstrikes in Syria after church attack, says it killed IS militants; civilians also reported dead

Published ・ Source Taiwan | 中央社 CNA

Jordan launched airstrikes in Syria in retaliation for an attack on a church, saying it killed about 20 IS militants. Syria said civilians were among the casualties. Both sides said they would step up security coordination.

Facts

  • About 20 fighters from the extremist group Islamic State (IS) killed
  • The incident that killed 9 people
  • Arrested 3 gunmen
  • Only 7 bodies of civilians killed in Jordan's airstrikes on Daraa and Sweida provinces in southern Syria were found
  • 5 of them were members of the same family
  • Including 3 children

Companies mentioned:中央社、美聯社

Insurers earn NT$397.7 billion in first 9 months; life insurers' foreign-exchange hedging ratio at 40.95%

Published ・ Source Taiwan | 中央社 CNA

Financial Supervisory Commission figures show the insurance industry posted pretax earnings of NT$397.7 billion in the first 9 months of this year, including NT$352.3 billion for life insurers and NT$45.4 billion for property insurers. The life insurers' foreign-exchange hedging ratio stood at a historic low of 40.95% at the end of September.

Facts

  • NT$397.7 billion
  • NT$352.3 billion
  • NT$45.4 billion
  • 40.95%
  • NT$117.7 billion
  • NT$158 billion
  • NT$267.6 billion
  • Negative NT$74.4 billion
  • NT$12.9 billion
  • NT$18.7 billion
  • NT$3.8 billion
  • Negative NT$9.8 billion
  • NT$33.6 billion
  • NT$16.2 billion
  • Negative NT$7.2 billion
  • NT$4.1 billion
  • NT$4 billion
  • NT$900 million
  • NT$4.4428 trillion
  • 44 billion
  • 15.8 billion
  • NT$16 billion
  • depreciated 1.3%
  • 745.8 billion
  • increased by 132.1 billion
  • a deficit of 204.6 billion
  • depreciated 0.58%
  • a deficit of 27.3 billion
  • 658.4 billion
  • 87.4 billion
  • 365.1 billion
  • 1.1109 trillion
  • 9.3286 trillion
  • appreciated 11.9%
  • about 3.8 yuan

Companies mentioned:三商美邦人壽

Chiang Wan-an canvasses at Neihu's 737 Night Market, warmly engaging with supporters

Published ・ Source Taiwan | 中央社 CNA

Original力拚連任的台北市長蔣萬安赴內湖737夜市掃街拜票,與支持者及攤商熱情互動,歷時1個多小時。國民黨立委徐巧芯、李彥秀等人到場力挺,期間處理民眾陳情並巧遇民眾黨議員陳宥丞。

Facts

  • Neihu's 737 Night Market
  • lasting more than 1 hour
  • What number should the mayor run as? No. 5!

Companies mentioned:中央社、國民黨、民眾黨、北市1999

World Weightlifting Championships: Huang Yi-chen wins bronze with a total of 186 kilograms in the women's 49-kilogram event

Published ・ Source Taiwan | 中央社 CNA

The 2026 World Weightlifting Championships are being held in Ningbo. Taiwan's Huang Yi-chen won bronze in the women's 49-kilogram category with a total of 186 kilograms. She ranked 4th in both the snatch and the clean and jerk.

Facts

  • total of 186 kilograms
  • snatch: 82 kilograms
  • clean and jerk: 104 kilograms
  • total of 185 kilograms

Companies mentioned:中央社

台達電 expands smart factory operations; Thai subsidiary acquires operating equipment

Published ・ Source Taiwan | 中央社 CNA

台達電 announced that its Thai subsidiary Delta Electronics (Thailand) Public Company Limited(DET) acquired equipment for business use from a related party, Delta Electronics Int'l (Singapore) Pte. Ltd.(DEIL-SG), in a transaction worth about US$34.5 million, as it pursues its smart factory transformation.

Facts

  • US$34.5 million

Companies mentioned:台達電、Delta Electronics (Thailand) Public Company Limited、DET、Delta Electronics Int'l (Singapore) Pte. Ltd.、DEIL-SG

Lin Chia-lung hosts lunch for Saint Lucia's prime minister, thanks nation for longstanding support of Taiwan's international participation

Published ・ Source Taiwan | 中央社 CNA

Saint Lucia Prime Minister Philip J. Pierre led a delegation to Taiwan. Foreign Minister Lin Chia-lung greeted the delegation and hosted a lunch, thanking Saint Lucia for its longstanding support of Taiwan's participation in international organizations. Both sides look forward to deepening cooperation in history and culture, creative industries, trade and tourism.

Facts

  • 2024
  • 1151027

Companies mentioned:中央社、財團法人國際合作發展基金會、中華民國對外貿易發展協會、拉丁美洲暨加勒比海經貿辦事處

Legislature focuses on nighttime power supply; 台電 says reserve capacity will remain in the green from July to October this year

Published ・ Source Taiwan | 中央社 CNA

台電 said reserve capacity will remain in the green from July to October this year, and that the Taichung and Hsingta new gas-fired units will join the power supply fleet to ensure stable electricity supplies.

Facts

  • from July to October this summer
  • total installed capacity reaches 5.2 million kilowatts
  • the system reserve margin will remain above 10%
  • annual electricity demand growth is expected to reach 2.5%
  • about 26 million kilowatts of new gas-fired capacity
  • nighttime reserve capacity will still exceed 3 million kilowatts
  • the nighttime reserve margin will remain steadily above 15%

Companies mentioned:台電、中央社

Kawaguchiko murder case: Japanese media interview shop worker, who says suspect acted strangely while buying knife

Published ・ Source Taiwan | 中央社 CNA

A Taiwanese woman surnamed Ching was stabbed to death at a hotel in Japan's Kawaguchiko area. A 27-year-old Taiwanese woman surnamed Yang was arrested on suspicion of violating the Firearms and Swords Control Law. Japanese media quoted a shop worker as saying Yang looked gloomy and behaved strangely when she bought a kitchen knife the day before the incident, and did not respond when spoken to. Investigators are also looking into a case involving Ching's husband, who is suspected of entering a sham marriage and taking out a high-value insurance policy.

Facts

  • 27 years old
  • 38 years old
  • The 19th
  • The 18th

Companies mentioned:中央社、山梨放送

Several Chinese universities switch to paying salaries in digital yuan

Published ・ Source Taiwan | 中央社 CNA

Original中國江蘇省揚州大學、南通大學等多所學校近日通知,編制內員工薪資將逐步改用數位人民幣發放。數位人民幣由中國人民銀行發行,具法償性,與微信、支付寶不同,無需經第三方平台中轉。

Facts

  • several schools
  • 六大銀行

Companies mentioned:揚州大學、南通大學、江蘇師範大學、人民日報、中國人民銀行、中國央行、微信、支付寶、六大銀行

鴻海 Technology Day kicks off on the 30th, focusing on AI-powered manufacturing, robots and electric vehicles

Published ・ Source Taiwan | 中央社 CNA

Original鴻海年度科技日(HHTD 26)將於30日至31日登場,由董事長劉揚偉與輪值CEO蔣集恆主持,聚焦AI智造、機器人及電動車等主題。展會將推出基於Model A+平台的新電動車款,並邀請輝達、谷歌、台達電等國內外大廠代表分享技術應用。

Facts

  • From the 30th to the 31st
  • HHTD 26

Companies mentioned:鴻海、輝達、NVIDIA、谷歌、Google、施耐德電機、日本株式會社本田技術研究所、三菱電機移動、台灣西門子、台達電、Google Cloud、台灣微軟、Appier

保時捷 rules out building a US factory, will not follow 奧迪's lead

Published ・ Source Taiwan | 中央社 CNA

保時捷 Chief Financial Officer Jochen Breckner said the company has no intention of moving production to the United States, citing its diverse product lineup, low production volumes and the need for additional investment, even as 奧迪, also part of the Volkswagen Group, plans to build a factory in Georgia.

Facts

  • Central News Agency, Frankfurt, 27th, compiled from wire reports
  • 奧迪 CEO Gernot Doellner said at a Republican campaign rally on the 24th

Companies mentioned:保時捷、奧迪、福斯汽車集團

Lo Szu-jung's new album “Mirrors” enters into a soul-deep dialogue with 12 Hakka writers

Published ・ Source Taiwan | 中央社 CNA

Golden Melody Award-winning singer Lo Szu-jung is releasing a new album, “Mirrors,” drawing on a century of Taiwanese literature to enter into a soul-deep dialogue with 12 Hakka writers. It is scheduled for release in November, with a concert also planned.

Facts

  • 12 Hakka writers
  • set for release in November
  • in Taipei's Nangang on November 1
  • blends 3 languages, including Mandarin and Taiwanese Hokkien

Companies mentioned:中央社、孤毛頭樂團

Lotto draw No. 115100

Published ・ Source Taiwan | 中央社 CNA

Original中央社報導大樂透第115100期開獎結果,中獎號碼為34、14、38、16、41、08,特別號09。

Facts

  • Draw No. 115100
  • 27

Companies mentioned:中央社、台彩

Discuss death in advance: Switzerland's assisted dying system emphasizes autonomy and family communication

Published ・ Source Taiwan | 中央社 CNA

Swiss nursing home director Rafi said Swiss society values individual autonomy and direct democracy, and regards end-of-life choices as a shared issue. He stressed the importance of discussing death early, completing advance medical directives and obtaining membership in an assisted-dying organization to ensure a legal, autonomous death. He also recommended discussing the matter with family to understand one another's wishes and reach a consensus while respecting individual choices.

Facts

  • Dateline: Zurich, 27th
  • 「1995」
  • 「1980」
  • 「1925」
  • (Editor: Chen Cheng-kung) 1151027

Companies mentioned:中央社

今彩539 draw No. 115260

Published ・ Source Taiwan | 中央社 CNA

The winning numbers in 今彩539 draw No. 115260 are 06, 15, 02, 27 and 28; the winning number for 3-Star is 698, and the winning number for 4-Star is 7436.

Facts

  • Draw No. 115260
  • 06
  • 15
  • 02
  • 27
  • 28
  • 698
  • 7436

Companies mentioned:中央社、台彩

Caught in a “China insult” controversy, Mbappe issues apology on X

Published ・ Source Taiwan | 中央社 CNA

Original皇家馬德里球星姆巴佩因在訪問中提及喜歡將臉部P圖至毛澤東形象而引發「辱華」爭議,隨後他在X平台發布簡體中文、法文及英文聲明致歉,其微博帳戶則處於禁言狀態。

Facts

  • Beijing, 27
  • 1151027

Companies mentioned:中央通訊社、皇家馬德里、西甲聯盟、X平台、微博

Economic ministry reports to legislature on energy transition, urges support for budget allocations to 中油 and 台電

Published ・ Source Taiwan | 中央社 CNA

Original經濟部赴立法院報告能源轉型,指出中油與台電因配合穩定物價政策及國際能源價格大漲而面臨高額虧損,呼籲各界支持預算撥補以確保能源供應與民生經濟穩定。

Facts

  • 中油 absorbed NT$80.9 billion in policy-related costs
  • Pre-tax losses reached 10.3 billion as of September this year
  • absorbed 600 billion in losses from electricity sales between 111 and 113
  • 台電 estimates its natural gas costs will rise by more than 160 billion this year
  • full-year losses could swell to more than 70 billion
  • oil prices stood at US$118.57
  • up 64.7% from before the war
  • natural gas prices rose to US$30.1
  • up sharply by 180% from before the war
  • the share of renewable power generation rose from 4.8% in year 105 to 13.3% last year
  • the share of low-carbon gas rose from 31.5% to 47.7%
  • Energy import dependence has fallen from a peak of 97.58% in 105年 to 94.62% last year
  • Diversified across 14 countries
  • Current secure reserves stand at more than 11 days
  • The government and businesses together hold more than 90 days of secure reserves
  • Inventory has also been raised to a high standard of more than 40 days

Companies mentioned:經濟部、立法院、中油、台電

晶豪科 posts record 3rd-quarter profit, with earnings per share of NT$36.79

Published ・ Source Taiwan | 中央社 CNA

晶豪科 posted record 3rd-quarter revenue and profit, with a gross margin of 77.44% and net income attributable to the parent company of NT$10.759 billion, or earnings per share of NT$36.79;the market expects supply to remain short of demand in the 4th quarter.

Facts

  • Gross margin climbed to 77.44%
  • Up 8.74 percentage points from the 2nd quarter
  • Reached NT$10.759 billion
  • Earnings per share of NT$36.79
  • Revenue topped NT$20 billion
  • Reached NT$22.15 billion
  • Up 58.8% from the 2nd quarter
  • Up about 82% quarter on quarter
  • Revenue for the first 3 quarters totaled NT$43.363 billion
  • Up 3.439 times year on year
  • Gross margin of 69.62%
  • Up 60.08 percentage points from the same period last year
  • Net income attributable to the parent company of NT$18.73 billion
  • Earnings per share of NT$64.54

Companies mentioned:晶豪科、中央社

Wei Ying-chiao returns to 台北101 as Cheng Mei Ventures takes over Itochu’s 17.274% stake

Published ・ Source Taiwan | 中央社 CNA

台灣伊藤忠投資股份有限公司 transferred its entire approximately 17.274% stake in 台北101 to Cheng Mei Ventures. Its representative, Wei Ying-chiao, has returned to the 台北101 shareholder ranks through the company and said he would serve only as a financial investor.

Facts

  • 17.274% stake
  • US$665 million
  • NT$20.2 billion
  • 37.17% stake
  • 32.14%
  • 17.27%

Companies mentioned:台北101、台灣伊藤忠投資股份有限公司、成美創投股份有限公司、頂新集團、日本伊藤忠、兆豐銀行、第一銀行、合庫銀行、華南金控、彰化銀行、台灣企銀

Taiwanese films shine at Tokyo International Film Festival, with new works by 4 women directors

Published ・ Source Taiwan | 中央社 CNA

The 39th Tokyo International Film Festival opened in Tokyo, with Taiwanese films making a strong showing. The Taiwan Cultural Center in Japan under the 文化部 presented the “Taiwan Cinema Renaissance 2026” showcase, screening 4 new works by women directors and 1 restored classic. In addition, 2 films featuring Taiwanese filmmakers were selected for the main competition, while 2 Taiwan-related works were chosen for the Asian Student Film Competition.

Facts

  • 39th edition
  • 4 Taiwanese women directors
  • 2 films featuring Taiwanese filmmakers
  • 70th anniversary of Taiwanese-language cinema

Companies mentioned:中央社、文化部、駐日代表處、國立台灣藝術大學

Lee Chuan-chiao visits temples and canvasses streets, urging voters to back No. 3 as their champion

Published ・ Source Taiwan | 中央社 CNA

Kuomintang New Taipei mayoral candidate Lee Chuan-chiao drew No. 3 and continued visiting temples and canvassing streets, chanting the slogan “Vote 3, support Sichuan.” He said the No. 3 hand gesture means everything is OK and pledged to be a champion for residents. He visited Yonglian Temple in Luzhou and attended the birthday celebration for Xianying Zushi in Taishan District, where he received a warm local welcome, and pledged to advance the Xintai Wenzaizun land readjustment project and light rail construction.

Facts

  • Drew number 3
  • Su Chiao-hui drew No. 1

Companies mentioned:中央社、中央通訊社

Scholar: Stable 2026 Taiwan-U.S.-China relations reflect shared domestic needs, not strategic reconciliation

Published ・ Source Taiwan | 中央社 CNA

Scholar Hung Yao-nan said stability in Taiwan-U.S.-China relations in 2026 reflects an overlap in domestic needs, not strategic reconciliation;he also analyzed the Chinese Communist Party’s Fifth Plenum, a meeting between Trump and Xi, and Beijing’s Taiwan strategy.

Facts

  • Trump and Xi are expected to meet 4 times this year
  • Over a 3-year period
  • “4, 3, 6” sums up this year’s outlook
  • Each of the three parties faces two internal power contests over the next two years

Mbappé embroiled in China-insult controversy, joining long list of international sports stars who have angered China

Published ・ Source Taiwan | 中央社 CNA

French soccer superstar Kylian Mbappé sparked a controversy over insulting China after being accused of joking about Mao Zedong, prompting Chinese brands to distance themselves from him. The article reviews past cases of international sports stars angering China, including NBA stars Dwight Howard and John Cena calling Taiwan a country, Rockets general manager Daryl Morey supporting Hong Kong, Enes Kanter supporting Tibet, and Mesut Özil criticizing policies in Xinjiang, as well as the fallout from those incidents.

Facts

  • Hundreds of millions of dollars
  • NBA games taken off the air for 1 year

Companies mentioned:中央社、法新社、NBA、騰訊、中國國營電視台、中央電視台、兵工廠、曼城、實況足球

A tale of two markets: mortgage balances top NT$12 trillion to hit a record, while construction loans post biggest drop in 10 years

Published ・ Source Taiwan | 中央社 CNA

央行 statistics show that mortgage balances topped NT$12 trillion in September to hit a record, with annual growth of 5.02%;by contrast, construction loan balances fell for a 7th consecutive month to NT$3.3972 trillion, down 0.99% year on year and marking the steepest decline in 10 years.

Facts

  • Mortgage balances officially top NT$12 trillion
  • Rose to NT$12.0234 trillion
  • Annual growth also widened to 5.02%
  • Home-purchase loans rose NT$77 billion month on month in September
  • Fell to NT$3.3972 trillion
  • Down 0.99% year on year
  • Down NT$19 billion month on month

Companies mentioned:中央社、央行

Original美銀等4投行提供2兆多元融資 助Anthropic買博通晶片

Published ・ Source Taiwan | 中央社 CNA

美國銀行,黑石,花旗 and 摩根士丹利, 4 Wall Street investment banks, will provide US$63 billion in financing to help AI developer Anthropic procure 博通 AI chips and networking equipment through a special-purpose company, in one of the largest AI financing deals ever.

Facts

  • 63 billion US dollars
  • About NT$2.044 trillion
  • US$43.5 billion
  • 69%

Companies mentioned:美銀、美國銀行、Bank of America、黑石、Blackstone、花旗、Citi、摩根士丹利、Morgan Stanley、Anthropic、博通、Broadcom、中央社

Norwegian prime minister and Finnish president hold rare call with Putin to discuss Russia-Ukraine war

Published ・ Source Taiwan | 中央社 CNA

Finnish President Stubb and Norwegian Prime Minister Støre held a rare call with Russian President Vladimir Putin to discuss the Russia-Ukraine war and the possibility of ending it. The sides agreed to maintain direct contact. The Kremlin criticized EU and NATO policies and mentioned technical-level talks to be held in Abu Dhabi in November.

Facts

  • Since Russia launched its full-scale invasion of Ukraine in February 2022
  • Agreed to hold technical-level talks in Abu Dhabi in early November
  • (Translated by: Yang Chao-yen) 1151027

精測 posts another record 3rd-quarter profit, earning more than 1 times its capital for 3 consecutive quarters

Published ・ Source Taiwan | 中央社 CNA

中華精測 posted a record 3rd-quarter profit of NT$551 million, earning more than 1 times its capital for 3 consecutive quarters;revenue for the first 3 quarters totaled NT$4.901 billion, up 35.77% year on year, with profit surging.

Facts

  • Quarterly profit attributable to owners of the parent totaled NT$551 million
  • After-tax earnings per share of NT$16.75
  • 精測 posted consolidated 3rd-quarter revenue of NT$1.905 billion
  • Consolidated gross margin in the 3rd quarter was 57.26%
  • Quarterly operating margin was 35.21%
  • 精測 revenue for the first 3 quarters totaled NT$4.901 billion
  • Wafer test cards accounted for 71%
  • IC test boards accounted for 21%
  • Technical services and other businesses accounted for 8%
  • Profit for the first 3 quarters totaled NT$1.387 billion
  • Cumulative earnings per share of NT$42.2
  • Capacity in the first half of next year can increase by another 50% from August this year

Companies mentioned:中華精測、精測、中央社

Han Kuo-yu attends Formosa Club reception, hopes to deepen Taiwan-Europe ties

Published ・ Source Taiwan | 中央社 CNA

Legislative Speaker Han Kuo-yu attended the “2026 Formosa Club Taipei Annual Meeting Reception,” saying Taiwan and Europe have engaged in extensive exchanges on trade, investment and parliamentary diplomacy, and expressing hope for continued efforts to deepen ties.

Facts

  • Taiwan-Europe trade reached US$90 billion last year
  • Bilateral trade totaled nearly US$85 billion from January to September this year
  • European investment in Taiwan has reached nearly US$80 billion
  • The current Legislative Yuan has received 163 visiting delegations from Europe
  • More than 1,200 European visitors

Japan | PR TIMES(26)

Strengthening table buying in Ichikawa, Chiba Prefecture|買取マクサス市川本八幡店 launches new initiative with SELUNO on November 1

Published ・ Source Japan | PR TIMES

買取マクサス市川本八幡店, operated by 株式会社わたるコーポレーション, will partner with furniture sales and distribution company SELUNO from November 1, 2026, to strengthen purchases of branded tables. Eligible brands include カリモク and 飛騨産業, and qualifying models are covered by a purchase guarantee of at least ¥5,000.

Facts

  • From Nov. 1, 2026
  • Purchase guarantee of at least ¥5,000

Companies mentioned:株式会社わたるコーポレーション、買取マクサス市川本八幡店、SELUNO、セルノ、カリモク、飛騨産業、リーン・ロゼ、マスターウォール、ケルビンジョルマーニ、アートセッティングデリバリー

Trying on samples of the 3D avatar Lumia is now easier and clearer at FUJIYAMA, a gathering place for Japanese speakers in VRChat

Published ・ Source Japan | PR TIMES

ユーステラグループホールディングス合同会社 announced that it has updated the sample try-on feature for its original 3D avatar Lumia at FUJIYAMA, a gathering place for Japanese speakers in VRChat, making it easier to try before buying.

Facts

  • 7,777 yen (tax included)
  • Now on sale to popular acclaim since Monday, Dec. 15, 2025!
  • On Sept. 14, 2026

Companies mentioned:ユーステラグループホールディングス合同会社、U-Stella株式会社、FUJIYAMA PROJECTS

Strengthening Persian rug appraisals in Chiba Prefecture|買取マクサス市川本八幡店 expands checks for country of origin, knot count, condition and size; eligible items carry a ¥10,000 purchase guarantee

Published ・ Source Japan | PR TIMES

買取マクサス市川本八幡店, operated by 株式会社わたるコーポレーション, strengthened its Persian rug appraisal system from October 24, 2026, expanding checks for country of origin, knot count, condition and size. Eligible items that meet the specified conditions are covered by a ¥10,000 purchase guarantee.

Facts

  • 10,000 yen guaranteed purchase
  • From Oct. 24, 2026

Companies mentioned:株式会社わたるコーポレーション、買取マクサス市川本八幡店

【ユーステラ】Releases voice library “MYCOEIROINK 山野マコト” for the voice synthesis software “COEIROINK”

Published ・ Source Japan | PR TIMES

ユーステラグループホールディングス合同会社 has released for free on its official BOOTH page and Discord the voice library “MYCOEIROINK 山野マコト,” which uses the voice of its original character 山野マコト, for the free voice synthesis software “COEIROINK.”

Companies mentioned:ユーステラグループホールディングス合同会社、U-Stella株式会社

トライアンフ unveils new TIGER 1200

Published ・ Source Japan | PR TIMES

トライアンフ has announced the new TIGER 1200 series. It features a 158PS T-Plane 三-cylinder engine, a display compatible with Apple CarPlay and Android Auto, ARAS with Bosch radar, and SHOWA HEIGHTFLEX functionality. It is scheduled to go on sale in January 2027.

Facts

  • Maximum output of 158PS
  • 1200cc T-Plane 三-cylinder engine
  • Seat height lowers to 790mm
  • Automatically lowers the seat height by 30mm
  • Can be set as much as 40mm lower
  • ¥2,795,000 (tax included)
  • Scheduled for January 2027

Companies mentioned:トライアンフモーターサイクルズジャパン株式会社、トライアンフ、Bosch、SHOWA、Apple、Android、Triumph

New UTAU voice library “山野マコト” released

Published ・ Source Japan | PR TIMES

ユーステラグループホールディングス合同会社 has released the free voice library “山野マコト” for the Windows singing voice synthesis tool “UTAU.”

Companies mentioned:ユーステラグループホールディングス合同会社、U-Stella株式会社

【ユーステラ】Latest update v1.5.9 for the 3D avatar “Lumia” now available; final update v2.0.0 planned by year-end

Published ・ Source Japan | PR TIMES

ユーステラグループホールディングス announced that it released the latest update, v1.5.9, for its VRChat 3D avatar “Lumia” on October 27, 2026, and plans to release the final update, v2.0.0, by the end of 2026.

Facts

  • v1.5.9
  • v2.0.0
  • Oct. 27, 2026
  • By the end of 2026
  • ¥7,777

Companies mentioned:ユーステラグループホールディングス合同会社、U-Stella株式会社

Functional beauty refined on the world’s top ski slopes. SPYDER launches its latest ski collection for the 2026-27 season

Published ・ Source Japan | PR TIMES

American premium ski brand SPYDER has launched its latest ski wear collection for the 2026-27 winter season. Since its founding in Colorado in 1978 by founder David Jacobs, the brand has offered products combining technology honed in ski racing with design, and has unveiled a new lineup including its flagship PINNACLE JACKET.

Facts

  • 2026-27 winter season
  • 1978
  • Water pressure resistance of 30,000mm and breathability of 30,000g
  • 1989
  • 1997
  • Price: ¥198,000

Companies mentioned:SPYDER、ボードライダーズジャパン合同会社、GORE-TEX、PrimaLoft、YKK

TOKYO FM’s 5-part series “Happiness Island FIJI” on “Blue Ocean” concludes to acclaim

Published ・ Source Japan | PR TIMES

フィジー政府観光局 announced that the 5-part series “Happiness Island FIJI,” broadcast on TOKYO FM’s “Blue Ocean” from September 8 to October 6, 2026, concluded to acclaim. CEO Paresh Pant and Yoichi Kishimoto of フィジー・エアウェイズ appeared on the program, sharing the appeal of Fiji and information about direct flights.

Facts

  • 5 episodes in total
  • Sept. 8, 2026
  • October 6
  • About 9 hours by direct flight from Narita
  • 333 islands
  • Best season is 5–10
  • 7–8 types of sharks
  • About 25 minutes by boat
  • About 10 minutes per episode
  • About 12–15 minutes
  • 19th year on air
  • 15th year with Miki Sumiyoshi as host
  • Women in their 30s to 50s
  • 60-second announcement
  • Held 3 times
  • 5 winners in total
  • Application deadline: October 16
  • 5 hotel nights
  • ¥20,000 worth of travel vouchers
  • 2 guests
  • Up 23% year on year

Companies mentioned:フィジー政府観光局、TOKYO FM、フィジー・エアウェイズ、HIS、Pure Fiji、株式会社エフエム東京

Japan’s largest AI skills marketplace cccskills appoints the Healthy AI Promotion Association (HAiiA) as its first corporate council member. An independent perspective will help ensure the safe and secure circulation of AI skills

Published ・ Source Japan | PR TIMES

The AI skills marketplace cccskills, operated by 株式会社ウォーカー, has welcomed the Healthy AI Promotion Association (HAiiA) as its first corporate council member. HAiiA Representative Director Tetsuya Ito will be involved in reviews and operational oversight, with the aim of ensuring the safe and secure circulation of AI skills.

Facts

  • Dated October 27, 2026
  • Original現在 10 万件を超えるスキル
  • 4 roles: advice on public reviews, security reviews, operational oversight and representing the community
  • 3 questions: “Is the purpose sound?”, “Is the design sound?” and “Is the future sound?”
  • Term of office: 1 year
  • Established: June 2025

Companies mentioned:株式会社ウォーカー、cccskills、一般社団法人 健全AI推進協会、HAiiA、Healthy AI Integration Association、Claude Code、Codex、DigiTech Quest、MiraiPage、GitHub

ユーステラグループ bundles VR sign language support gimmick “Virtual Sign” with sample and retail avatars for “Lumia/ルミア”

Published ・ Source Japan | PR TIMES

ユーステラグループホールディングス合同会社 has bundled “Virtual Sign,” a VR sign language support gimmick developed by T_Chief_(T.C.Works), with the sample and retail versions of its VRChat 3D model “Lumia/ルミア.”

Facts

  • 17 types of hand gestures
  • Supporter edition: ¥1,000

Companies mentioned:ユーステラグループホールディングス合同会社、T.C.Works、BOOTH

【セラピアン】Unveils Spring/Summer 2027 collection, “Absence and Poetry”

Published ・ Source Japan | PR TIMES

セラピアン unveiled its Spring/Summer 2027 collection, “Absence and Poetry,” at Villa Mozart in Milan in collaboration with Dimoregallery.

Facts

  • Spring/Summer 2027 Collection
  • September 2026

Companies mentioned:リシュモンジャパン合同会社、セラピアン、Dimoregallery、ビザッツァ

OrcaRouter cybersecurity team OrcaCyber releases abliterated weights for Z.ai’s “GLM-5.3 Flash” on “Orca Cyber Tier”

Published ・ Source Japan | PR TIMES

The OrcaCyber team at FlashLabs株式会社 has released “OrcaCyber: GLM 5.3 Flash Abliterated,” abliterated weights based on Z.ai’s open-weight model “GLM-5.3 Flash,” with relaxed refusal responses for security research, on “Orca Cyber Tier”.

Facts

  • Available for free for 48 hours after the announcement
  • CyberBench 67.9
  • SWE-bench 92.0
  • LiveCodeBench 80.5
  • Terminal-Bench 2.1 84.3
  • GPQA Diamond 91.2
  • Context length: 1 million tokens
  • Maximum output: 131,072 tokens
  • 320B total parameters
  • 18B active parameters

Companies mentioned:FlashLabs株式会社、OrcaRouter、OrcaCyber、Z.ai、Continuum AI、Anthropic、OpenAI、Google Gemini、DeepSeek、Grok、Qwen

Marketplace “Embidia” launches for embroidery machine designs. Every listing includes dimensions, stitch count and an image of the finished embroidery; browse around 1,650 designs and buy them ready to stitch.

Published ・ Source Japan | PR TIMES

株式会社ウォーカー has launched “Embidia,” a marketplace for embroidery machine designs. It features around 1,650 designs with details such as dimensions and stitch counts, available for purchase individually starting at 600 yen.

Facts

  • Around 1,650 designs
  • 600 yen
  • Original1点30円
  • 6.5%
  • 5 formats

Companies mentioned:株式会社ウォーカー、Brother、Janome、Bernina、Melco、Husqvarna、Pfaff、Tajima、Stripe

First in Japan: 早稲田大学 and 東京電力HD curb peak electricity demand by shifting exam schedules

Published ・ Source Japan | PR TIMES

早稲田大学 and 東京電力HD conducted Japan’s first demand response experiment using shifted exam schedules, confirming a demand reduction effect of up to 10kW.

Facts

  • Demand reduction effect of up to 10kW
  • Potential reduction of around 390kW
  • Signed in December 2022
  • Scheduled for July 21 this year
  • Moved to July 28

Companies mentioned:学校法人早稲田大学、早稲田大学、東京電力ホールディングス株式会社、東電HD、東京電力HD

ORPHE wins at “UPGRADE with TOKYO 第60回,” a startup pitch event hosted by 東京都

Published ・ Source Japan | PR TIMES

株式会社ORPHE won at “UPGRADE with TOKYO 第60回,” a startup pitch event hosted by 東京都. The company proposes health and sports solutions combining smart shoes with generative AI, and plans to discuss collaboration with 東京都スポーツ推進本部.

Facts

  • Wednesday, Oct. 14, 2026
  • UPGRADE with TOKYO 第60回
  • 14:00〜16:45
  • November 2028
  • Duration 1:08:09
  • Established: October 20, 2014

Companies mentioned:株式会社ORPHE、ORPHE、東京都、東京都スポーツ推進本部

Results announced for “Picture Book Socks Awards,” a popularity vote for socks featuring characters from picture books such as “Nontan” and “The Goldfish Got Away”; more than 10,000 votes cast, and the inaugural grand prize winner is revealed

Published ・ Source Japan | PR TIMES

株式会社ライブエンタープライズ, which operates “親子の時間研究所,” has announced the results of “Picture Book Socks Awards 2026,” a popularity vote for socks featuring picture-book characters. With more than 10,000 votes tallied from around 670 stores and online, “Kont to Aki / Kont in 2 poses” won the inaugural grand prize.

Facts

  • More than 10,000 votes
  • Around 670 stores nationwide
  • Cumulative sales have exceeded 1 million pairs

Companies mentioned:親子の時間研究所、株式会社ライブエンタープライズ

Event report: 東邦音楽大学’s Performance and Comprehensive Arts and Culture program holds special lecture by guest lecturer Daisuke Soga, a conductor and composer active around the world!

Published ・ Source Japan | PR TIMES

東邦音楽大学’s Performance and Comprehensive Arts and Culture program (PACS) held a special lecture by guest lecturer Daisuke Soga, a conductor and composer. Participants learned about the relationship between music and visuals, the timbre of instruments, the use of AI and live conducting demonstrations; plans for new classes starting in academic year 2027 were also introduced.

Facts

  • 360-degree learning
  • Starting in academic year 2027
  • Date: Oct. 24, 2026 (Sat.)
  • Original1989年ルーマニア国立音楽院
  • At the end of 2021
  • In April 2024
  • In September 2025
  • 2002-2003
  • 2001-2004
  • Since 2005
  • Through March 2022
  • For as long as 17 years
  • In August 2021

Companies mentioned:学校法人三室戸学園、東邦音楽大学、桐朋学園大学、ウィーン音楽大学、ルーマニア国立音楽院、ジョルジュ・エネスク・フィル、ルーマニア国立放送響、ブラショフ・フィル、大阪シンフォニカー響、東京ニューシティ管弦楽団、パシフィックフィルハーモニア東京、音楽之友社、集英社、東大出版会、デルタ・クラシックス

Rinascente to exhibit YUMEHO and RENA CHAIR at CareTEX Tokyo ’26 [Winter]

Published ・ Source Japan | PR TIMES

株式会社リナシェンテ will exhibit at CareTEX Tokyo ’26 [Winter], taking place at Tokyo Big Sight from December 16 to 18, 2026, and introduce its “YUMEHO (夢歩)” walking rehabilitation support system and “RENA CHAIR (ルネチェア)” training chair.

Facts

  • Dec. 16, 2026
  • 18th
  • Booth No.: 11−5

Companies mentioned:株式会社リナシェンテ、ブティックス株式会社

[Starting November 1] A special experience just for this winter! Kobe’s largest food hall, “TOOTH MART,” is offering an all-you-can-eat feast. A limited-time plan lets you savor Kobe cuisine to your heart’s content—also recommended for year-end and New Year parties♪

Published ・ Source Japan | PR TIMES

“TOOTH MART,” the food hall on the 1st floor of Kobe Port Museum, will start offering a limited-time all-you-can-eat gourmet plan (7,500 yen) and year-end and New Year party plan (5,500 yen) from November 1.

Facts

  • Starts Sunday, November 1
  • Per person / 7,500 yen (tax included)
  • 8 shops in the food hall
  • All-you-can-eat last order: 90 minutes
  • All-you-can-drink beverages: 120-minute limit
  • Seating time: 150 minutes
  • +11,500 yen
  • Per person / 5,500 yen (tax included)

Companies mentioned:株式会社ポトマック、TOOTH TOOTH、THE ALLAY、AKINOEN

Guests with ties to 石川県 to attend! “Ishikawa and Noto Direct-from-the-Source Market” to be held at Tokyo Station.

Published ・ Source Japan | PR TIMES

石川県 and JR East Cross Station will hold the “Ishikawa and Noto Direct-from-the-Source Market” at Tokyo Station on November 3 and 4 to encourage consumer support for recovery from the Noto Peninsula earthquake and other disasters. Stage events featuring guests including Kumiko Oba and the Kawai sisters, as well as product sales, are planned.

Facts

  • Tuesday, November 3, Reiwa 8 (public holiday)
  • Wednesday, November 4
  • Installation period: Wednesday, October 28, 2026
  • to Wednesday, January 27, 2027

Companies mentioned:石川県、株式会社JR東日本クロスステーション、八重洲いしかわテラス

Ask an AI agent in Japanese, “Is this PC infected?” cccskills releases free “pc-security-checkup” PC safety inspection skill

Published ・ Source Japan | PR TIMES

株式会社ウォーカー has released “pc-security-checkup,” an open-source skill for PC safety checks, free of charge through cccskills, a Japanese-language skill marketplace for AI agents. The skill can be added to AI agents such as Claude Code and Codex, detects signs of malware, and supports macOS, Windows and Linux.

Facts

  • U.S. Microsoft in February 2026
  • In the attack the company reported in August

Companies mentioned:株式会社ウォーカー、cccskills、Microsoft、GitHub、Claude Code、Codex

PRESS RELEASE

Published ・ Source Japan | PR TIMES

Melanger, a French restaurant in Yufuin, Yufu City, Oita Prefecture, has begun serving wild game birds following the opening of bird hunting season on November 15. It has also launched a lunch short course (8,800 yen, tax included) featuring live fish sourced from Hinode Market and its distinctive cooking technique.

Facts

  • November 15, 2026
  • 8,800 yen
  • All 6 seats
  • 2 hours ago

Companies mentioned:Mélanger、湯布院フレンチ Melanger、メランジェ、Melanger

OrcaRouter cybersecurity team OrcaCyber releases abliterated weights for Alibaba’s “Qwen3.8 Flash Next” on “Orca Cyber Tier”

Published ・ Source Japan | PR TIMES

The OrcaCyber team at FlashLabs株式会社 has released the weights for “OrcaCyber: Qwen3.8 Flash Next Abliterated,” a security research model based on Alibaba’s “Qwen3.8 Flash Next” with relaxed refusal responses, and has begun offering it through the “Orca Cyber Tier” API.

Facts

  • More than 3 million downloads to date
  • Native context length of 262,144 tokens
  • Expandable to 1 million tokens
  • Maximum output: 131,072 tokens
  • Input: US$0.80
  • Output: US$1.60
  • Approximately 176 billion total parameters
  • Original1トークンあたりの活性化パラメータは約60億
  • 58.7 on DeepSWE 1.1
  • 62.5 on SWE-bench Pro
  • 91.9 on LiveCodeBench v6
  • 91.7 on GPQA Diamond
  • 73.5 on Toolathlon Verified

Companies mentioned:FlashLabs株式会社、OrcaRouter、OrcaCyber、Alibaba、Continuum AI、Hugging Face、Anthropic、OpenAI、Google Gemini、DeepSeek、Grok

ORICO announces a new-generation all-flash RAID enclosure——ORICO’s first 2.5-inch all-flash SSD enclosure, with 7 RAID modes, up to 32TB capacity, noise levels of 30dB or less, and an aluminum heat-dissipation design

Published ・ Source Japan | PR TIMES

ORICO has announced a 2.5-inch all-flash SSD enclosure featuring 7 RAID modes, support for up to 32TB, noise levels of 30dB or less, and an aluminum heat-dissipation design. A limited-time promotional sale is underway, with prices in the 1万2千-yen range.

Facts

  • More than 50% reduction in volume
  • 7 RAID modes
  • Up to 32 TB
  • ¥12,999
  • Effective 35% OFF
  • ¥19,999
  • Up to 8TB

Companies mentioned:ORICO、深圳市奥睿科电子商务有限公司、Amazon

New “PGYTECH OneMo 3 Backpack” camera bag offers improved carrying comfort and storage capacity

Published ・ Source Japan | PR TIMES

株式会社セキド will begin selling PGYTECH’s “OneMo 3 Backpack” camera backpack on Oct. 27, 2026. It features a newly designed suspension system and 180° full-flat opening; the 35L model is priced at 39,600 yen including tax, and the 25L model at 35,200 yen including tax.

Facts

  • Oct. 27, 2026
  • More than 45,000 companies
  • More than 1,950 seminars and events
  • More than 21,000 attendees in total
  • 39,600 yen, including tax
  • ¥35,200 including tax

Companies mentioned:株式会社セキド、PGYTECH、DJI、株式会社セキドパートナーズ

Taiwan | 鉅亨網(25)

Jensen Huang sees bright prospects, but Musk warns of a wave of bankruptcies: Why are new cloud companies struggling to make money?

Published ・ Source Taiwan | 鉅亨網

Musk warned that the new cloud industry is heading for a shakeout, with more than 200 companies at risk of bankruptcy, contrasting with the optimistic view of 輝達’s Jensen Huang. Although JPMorgan Chase said there is no widespread financing crisis, Gartner data show a huge gap between AI spending and revenue, leaving new cloud companies facing serious profitability and funding challenges.

Facts

  • Musk warned that more than 200 new cloud companies could face mass bankruptcies or mergers.
  • Shares of CoreWeave, Nebius and Iris Energy have all fallen more than 30% this month.
  • Gartner estimates that investment spending in the AI sector will reach $6 trillion between 2027 and 2030.
  • At the current pace of spending, AI data center operators need to generate about $8.5 trillion in revenue to cover capital expenditures and financing costs.
  • Gartner estimates that revenue from enterprise and consumer AI data centers will reach only $3.6 trillion by 2030.
  • Gartner estimates that asset write-downs in the AI sector could reach as much as $4 trillion by 2032.

Companies mentioned:輝達、NVDA-US、SpaceX、SPCX-US、CoreWeave、CRWV-US、Nebius、NBIS-US、Iris Energy、IREN-US、傑富瑞、摩根大通銀行、JPM-US、Great Hill Capital、Gartner

U.S. stocks’ early session: Oil prices retreat, chip stocks extend gains; major indexes open higher as Fed decision looms

Published ・ Source Taiwan | 鉅亨網

U.S. stocks opened higher Tuesday, buoyed by a retreat in oil prices amid a diplomatic opening in the Middle East and gains in chip stocks. The 聯準會 began its policy meeting, with markets watching for its interest rate decision and earnings from tech giants as they assess the momentum behind the AI investment boom.

Facts

  • Major U.S. stock indexes opened higher Tuesday, with the Nasdaq Composite up nearly 200 points, or almost 0.8%.
  • Tensions in the Persian Gulf may ease, pushing oil prices lower; Brent crude fell 0.8% to below $115 a barrel.
  • The 聯準會 (Fed) began a two-day policy meeting Tuesday, with investors awaiting Wednesday’s interest rate decision.
  • 優比速 (UPS) raised its full-year revenue outlook, forecasting consolidated revenue of about $92.6 billion for the year.
  • Original摩根士丹利首席股市策略師維持標普500指數年底8000點的預測。
  • 高盛 said semiconductor stocks’ performance over the past 3 weeks explains about 54% of the variation in returns across asset classes.
  • PayPal reported third-quarter revenue of $8.58 billion, below analysts’ estimate of $8.71 billion.
  • 康寧 reported adjusted third-quarter earnings of $0.91 per share and revenue of $5.08 billion, both above estimates.

Companies mentioned:聯準會、優比速、可口可樂、益華電腦、波音、Centene、Anthropic、Alphabet、微軟、亞馬遜、Jefferies、紐約梅隆銀行、匯豐控股、諾華、應用材料、BE Semiconductor Industries、KBC Securities、PayPal、康寧、摩根士丹利、高盛、LSEG

Analysis of Anthropic’s S-1 prospectus and its market impact: The capital logic, compute bets and governance experiment behind a once-in-a-century IPO

Published ・ Source Taiwan | 鉅亨網

Anthropic filed an S-1 registration statement with the SEC to apply for a Nasdaq listing, seeking to raise more than a hundred billion dollars at a valuation in the trillion-dollar range. Despite massive accounting losses, explosive revenue growth and a return to positive operating profit point to strong commercial potential.

Facts

  • Anthropic is expected to go public in November 2026 under the ticker symbol “ANT.”
  • Anthropic generated $16.286 billion in revenue in the first half of 2026, about 13 times the figure for the same period last year.
  • OriginalAnthropic IPO擬募資達1,000億美元以上,估值區間為1.5兆至2兆美元。
  • Nearly 90% of the $80.748 billion GAAP net loss in the first half of 2026 stemmed from the revaluation of financial instruments at fair value.
  • Consumer revenue accounts for as much as 80% of Anthropic’s business model.
  • Anthropic turned a GAAP operating profit of $974 million in the second quarter of 2026.

Companies mentioned:Anthropic、美國證券交易委員會、SEC、SpaceX、亞馬遜、Google

Companies are still buying equipment! U.S. core capital goods shipments rose 1.2% in September, while orders slightly missed expectations

Published ・ Source Taiwan | 鉅亨網

September data released by the U.S. Commerce Department showed durable goods orders rebounded but came in slightly below expectations, while core capital goods shipments accelerated to 1.2%, reflecting momentum in business equipment investment. However, slower growth in core orders and concerns about returns on AI investment have kept the outlook for further spending in focus.

Facts

  • U.S. durable goods orders rose 1.8% month over month in September.
  • Core capital goods shipments rose 1.2% month over month in September.
  • Nondefense capital goods orders increased 0.5% in September.
  • U.S. business equipment spending has posted double-digit growth for 2 consecutive quarters.
  • U.S. durable goods orders increased 10% year over year in September.

Earnings: Zero sugar is a smash hit! 可口可樂’s Q3 results beat expectations, and full-year outlook raised again

Published ・ Source Taiwan | 鉅亨網

可口可樂 reported Q3 results that beat expectations for both revenue and profit, and raised its full-year profit outlook. A sharp increase in sales of zero-sugar products was the main driver, but flat sales in North America point to pockets of growth pressure.

Facts

  • 可口可樂’s third-quarter revenue for fiscal 2026 rose 7.4% year over year to $13.38 billion.
  • Adjusted third-quarter earnings were $0.91 per share, topping expectations of $0.88.
  • Sales of zero-sugar 可口可樂 surged 16%.
  • The company raised its forecast for adjusted earnings per share growth to at least 11%.
  • North American sales were flat, missing analysts’ forecast for 2.3% growth.
  • The adjusted operating margin rose to 32.9% in the third quarter from 31.9% a year earlier.
  • The stock has gained nearly 33% this year, outperforming the S&P 500’s roughly 12% advance.

Companies mentioned:可口可樂、KO-US、fairlife

Finnish and Norwegian leaders make first call to Putin on peace in Ukraine; Denmark questions lack of European coordination

Published ・ Source Taiwan | 鉅亨網

The leaders of Finland and Norway made their first direct call to Putin to discuss a peace deal, drawing a response from the Kremlin but criticism from Denmark over a lack of coordination. Meanwhile, the Russia-Ukraine war continues to intensify, with civilian casualties rising sharply.

Facts

  • Finnish President Stubb and Norwegian Prime Minister Støre called Russian President Putin on Tuesday (27) to discuss the possibility of a peace deal for Ukraine.
  • It was the first direct contact between a major European leader supporting Ukraine and the Russian president since French President Macron spoke with Putin last July.
  • According to the Kremlin’s readout of the call, Putin stressed that a just and lasting peace would be possible only if Russia’s legitimate interests were fully and unconditionally taken into account.
  • Danish Prime Minister Frederiksen criticized the call for not being coordinated with other European leaders, saying she was “very skeptical” of what she called a unilateral initiative by Norway and Finland.
  • The United Nations said civilian casualties in Ukraine rose 85% in September from the previous month as Russia stepped up drone and missile attacks.
  • In a post on social media platform X, Zelensky said the 2 Nordic leaders had made clear to Putin that Russia must take genuine steps to de-escalate in the energy and infrastructure sectors.
  • U.S. President Trump’s envoy Witkoff met with Putin in St. Petersburg after talks with Zelensky, Stubb and Støre in Oslo last week.

Fitness expos go beyond equipment sales: A dedicated sports training zone debuts in 2027 to broaden the customer base

Published ・ Source Taiwan | 鉅亨網

The 2027 Taiwan International Sporting Goods Show (TaiSPO), organized by 外貿協會, will be held at Hall 2 of the Nangang Exhibition Center in May 2027. For the first time, it will feature a “Professional Sports Training Zone,” bringing together B2B and B2C resources to help sports service providers reach more customers and raise brand visibility.

Facts

  • The 2027 Taiwan International Sporting Goods Show (TaiSPO) will take place at Hall 2 of the Nangang Exhibition Center from May 13 to 15, 2027.
  • 貿協 will organize a “Professional Sports Training Zone” for the first time.
  • The Professional Sports Training Zone aims to help coaches, training institutions and venue operators connect directly with their target audiences.
  • Fields covered by the zone include fitness, yoga, Pilates and sports injury prevention.
  • TaiSPO plans to combine B2B business matchmaking with B2C consumer experiences.

Companies mentioned:外貿協會、貿協

Original中國AI短劇狂飆:400億盛宴下 為何贏家沒幾個?專家一句話道出殘酷現實

Published ・ Source Taiwan | 鉅亨網

Original2026年中國AI短劇市場規模預計突破400億元,紅果短劇日活達1.68億。儘管製作成本大幅降低,但受算力和投流成本上升及分帳比例失衡影響,內容方獲利微薄,爆款率僅0.47%,多數中尾部製作方面臨淘汰,利潤集中於平台與模型層。

Facts

  • Original2026年國慶期間紅果短劇日活躍用戶數衝到1.68億。
  • China’s AI microdrama market reached 22 billion yuan in the first half of this year.
  • The cost of producing an AI microdrama has fallen to between one-fifth and 1/10 of the cost of a live-action microdrama.
  • In 2026, the entire industry spent 150 million–170 million yuan per day on short-drama user acquisition.
  • Under the IAP model, content production accounts for 0.8%–1.5%.
  • A total of 22.19萬 AI short dramas debuted in the first half of this year, with a hit rate of 0.47%.
  • Seedance 2.5 is 20%–35% more expensive than 2.0.
  • The WeChat short-drama mini program has 5.08億 monthly active users.

Companies mentioned:字節跳動、紅果、番茄小說、Seedance、抖音、巨量千川、騰訊、芒果視頻、忙、DataEye、慈文傳媒、芒果超媒、快手、可靈AI、百度、愛奇藝、京東、美團、阿里雲、閱文、中文在線、萬興劇廠、Netflix

Research firm: Global PC shipments fell 21% year on year in Q3; decline forecast to widen to 27% in Q4; 華碩 and 蘋果 gain market share

Published ・ Source Taiwan | 鉅亨網

Counterpoint Research said global PC shipments fell 21% year on year in the third quarter of 2026, mainly because rising component costs drove up prices and curbed consumer demand. 聯想 retained its leading position, while 華碩 and 蘋果 gained market share against the trend. The decline is expected to widen to 27% in the fourth quarter.

Facts

  • Global PC shipments fell 21% year on year to 5,700萬 units in the third quarter of 2026
  • 聯想 retained its No. 1 position in the global PC market, with a 26.3% share
  • 華碩 shipped 520萬 units in the third quarter of 2026, down 7% year on year, while its market share rose to 9.2%
  • 蘋果 shipped 560萬 units in the third quarter of 2026, down 11% year on year, while its market share rose to 9.8%
  • 惠普 shipped 1,030萬 units in the third quarter of 2026, down 31% year on year, the steepest decline among the top six brands
  • 戴爾 shipped 760萬 units in the third quarter of 2026, down 25% year on year, with a 13.3% market share
  • Counterpoint forecasts global PC shipments will fall 27% year on year in the fourth quarter of 2026

Companies mentioned:Counterpoint Research、聯想、惠普、HPE、戴爾、DELL、蘋果、AAPL、華碩、2357-TW

〈ITF Travel Fair〉Taiwan International Ports Corporation continues to promote cruise tourism, enters travel fair for the first time to expand Taiwan market

Published ・ Source Taiwan | 鉅亨網

台灣港務公司基隆港分公司 announced it will participate in the 2026 Taiwan International Travel Fair for the first time, joining forces with the Keelung City Cultural and Tourism Bureau, the Kaohsiung City Tourism Bureau and 麗星郵輪 to promote cruise tourism at Keelung Port through a stamp-collection activity and limited-edition souvenirs, strengthening the port's market position as an Asian cruise hub.

Facts

  • 台灣港務公司基隆港分公司 said Taiwan was the world's No. 13 and Asia's No. 4 cruise source market in 2025.
  • The share of luxury and expedition cruise ships calling at Keelung Port rose from 7% before the pandemic to 16% in fiscal 2026.
  • 台灣港務公司 will participate in the Taiwan International Travel Fair for the first time from November 6 to 9, 2026.
  • 台灣港務公司 and 麗星郵輪 have partnered to offer a travel-fair-exclusive co-branded commemorative magnet.
  • 麗星郵輪 is Taiwan's No. 1 cruise operator by market share.

Companies mentioned:台灣港務公司、台灣港務公司基隆港分公司、麗星郵輪、國際郵輪協會(CLIA)

〈Earnings〉Defense growth not enough to make up the difference! 波音's Q3 commercial-aircraft loss exceeds expectations; production ramp-up still stalled

Published ・ Source Taiwan | 鉅亨網

波音 reported results for the third quarter of fiscal 2026. Growth in its defense business narrowed losses, but stagnant commercial-aircraft deliveries and rising costs pushed the commercial-aircraft division's loss above expectations, leaving recovery challenging.

Facts

  • 波音's third-quarter revenue rose 4% year on year to US$24.19 billion, above market estimates of US$23.84 billion
  • Commercial-aircraft division revenue fell 3% year on year to US$10.72 billion, with an operating loss of US$697 million, far above analysts' estimate of US$360.8 million
  • 波音 delivered 161 commercial aircraft in the third quarter, just 1 more than a year earlier
  • Total debt stood at US$45.9 billion at quarter-end, while net debt fell to US$25.2 billion from US$25.9 billion in the previous quarter; the company also had US$10 billion in undrawn credit facilities

Companies mentioned:波音、HRL Laboratories

【旺宏 Earnings Call AI Summary】2026/10/27

Published ・ Source Taiwan | 鉅亨網

Original旺宏發布2026年第三季財報,營收與獲利雙雙創新高,前三季累計營收超越歷史紀錄。公司宣布追加投資至300多億元擴建3D eMMC NAND產能,並明確指出不再增加NOR產能,轉而聚焦高容量NOR與太空通訊等高端市場,透過價格提升驅動成長。

Facts

  • 旺宏's third-quarter 2026 revenue reached 242億元, up 27% from the previous quarter and a record high.
  • 旺宏's cumulative revenue for the first three quarters reached 538億元, up 155% year on year, surpassing the historical record of 505億元 for full-year 2021.
  • Original旺宏總投資規模達300多億元,其中追加投資158億元的設備預計2028年量產。
  • 旺宏's gross margin was 70.5% in the third quarter, up sharply from 64.4% in the previous quarter.
  • NAND products accounted for 47% of 旺宏's revenue, with eMMC providing the main growth impetus.

Companies mentioned:旺宏、三星、海力士、美光

欣興 earns more than 10 billion again in Q3; after-tax profit for the first three quarters reaches 282億元, up 7.99 times year on year; EPS 17.85元

Published ・ Source Taiwan | 鉅亨網

欣興 released its financial results for the third quarter and first three quarters of 2026, reporting substantial growth in after-tax net profit, record revenue and an improved gross margin. In response to AI and HPC demand, AI products continued to account for a growing share, and the company is actively expanding capacity with major investments in equipment and land.

Facts

  • 欣興's third-quarter 2026 after-tax net profit was 100.52億元, up 3.58 times year on year, with quarterly earnings per share of 6.15元
  • 欣興's after-tax net profit for 2026年1-3季 was 282.1億元, up 7.99 times year on year, with earnings per share of 17.85元
  • 欣興's third-quarter 2026 revenue was 526.5億元, with a gross margin of 28.85%, up 4.05 percentage points from the previous quarter and 15.47 percentage points year on year
  • 欣興's revenue for 2026年1-3季 was 1329.86億元, with a gross margin of 24.48%, up 11.2 percentage points year on year
  • 欣興 acquired land and factory buildings in Hukou Township, Hsinchu County, for 100.888億元 on September 30; the land covers about 1萬9072 ping
  • 欣興's board resolved to increase the value of long-lead-time equipment purchase orders by about 509億元

Companies mentioned:欣興

PwC examines carbon pricing in Asia-Pacific: How does Taiwan's 300元 price ceiling compare internationally?

Published ・ Source Taiwan | 鉅亨網

李宗哲 of 資誠普華綠色科技公司 analyzed carbon pricing in Asia-Pacific, noting that Taiwan collected about 49.7億元 in carbon fees in 2026. He compared the systems in South Korea and Japan and urged businesses to prepare early for allowance trading and emissions-reduction investment.

Facts

  • Taiwan completed its first carbon-fee payment in 2026, involving 240 companies and 461 factories, and collected about NT$49.7億元.
  • Taiwan's carbon fee ranges from 50元 to 300元 per metric ton.
  • The weighted average price under South Korea's K-ETS Phase 4 was about 29,974韓元 (about NT$737元) per metric ton in 2026.
  • Japan's GX-ETS moved from a voluntary to a mandatory phase in April 2026, alongside a global warming countermeasure tax of 289日圓 per metric ton of carbon dioxide.
  • A 2026 report by 世界銀行 said 87 direct carbon-pricing policies were in place globally, covering about 29% of greenhouse gas emissions.

Companies mentioned:資誠普華綠色科技公司、世界銀行

China market slump and cost pressures deal a heavy blow; 賓士 cuts 2026 profit outlook

Published ・ Source Taiwan | 鉅亨網

賓士 cut its 2026 profit outlook because of a shrinking Chinese market and rising costs, sending its shares sharply lower.

Facts

  • 賓士 announced cuts to its full-year 2026 margin and profit outlook
  • 賓士 lowered the adjusted return on sales forecast for its core automotive division to 2% to 3%
  • 賓士's sales in China plunged 31% in the third quarter
  • 賓士 shares plunged as much as 5.5% intraday
  • 賓士 launched a voluntary separation program for employees in Germany to streamline its workforce
  • 賓士 Group lowered its earnings-before-interest-and-taxes profit forecast from substantial growth to level with last year

Companies mentioned:賓士、Mercedes-Benz、Metzler、BMW、保時捷、Porsche、福斯、Volkswagen

Taiwan stocks attract a flood of funds; September retail-investor sentiment gauge sets a record

Published ・ Source Taiwan | 鉅亨網

The central bank released September financial data showing securities settlement balances hit a record 4兆6981億元. A sharp increase in margin financing reflected rising retail-investor interest, while domestic investors accounted for more than 6成 of Taiwan stock trading.

Facts

  • Securities settlement balances reached 4兆6981億元 in September, a monthly record.
  • Margin financing balances stood at 8343億元 at the end of September, up 754億元 from the previous month.
  • Domestic individual investors' share of trading on the main market rose to 51.1%.
  • Overseas and foreign institutional investors' share fell to 38.3%.
  • Foreign-currency deposits hit a record 10兆591億元.

Foreign investors dump 友達 most heavily, selling 9.6萬 lots; unload 3 actively managed ETFs and trim 0050 for 12 straight sessions

Published ・ Source Taiwan | 鉅亨網

Original台股連假後首日開盤,外資賣超81億元,友達遭大砍9.6萬張,外資連12賣元大台灣50。投信買超236億元,三大法人合計買超31億元。盤面由台積電拉升收紅,記憶體、機器人、金融族群強勢。

Facts

  • Foreign investors recorded net sales of 81.03億元 today, dealers net sales of 123.99億元, and investment trusts net purchases of 236.45億元.
  • Foreign investors recorded net sales of more than 9.6萬 lots of 友達, the most among individual stocks.
  • Foreign investors have sold 元大 Taiwan 50 ETF for 12 consecutive days.
  • Foreign investors’ net short futures positions fell to 86,000 contracts.
  • Among the top 10 stocks bought by investment trusts today, 力積電 ranked first with net purchases of 4,937 lots.

Companies mentioned:友達、台積電、力積電、中鋼、華邦電、英業達、宏碁、南亞科、合庫金、東台、兆豐金、長榮航、聯電、華航、台塑化、貿聯-KY、彰銀、崇越、中纖、禾伸堂、元大、中信、統一、復華、群益、國泰、凱基、日月光投控、台泥、玉山金、台玻

〈旺宏 investor conference〉旺宏 halts NOR Flash capacity expansion, devoting new capacity to eMMC and 3D NAND

Published ・ Source Taiwan | 鉅亨網

旺宏 announced at its investor conference that it would stop expanding NOR Flash capacity and redirect resources to eMMC and 3D NAND. Chairman 吳敏求 said eMMC growth has been significant and that the company will focus on high-value-added applications and differentiated innovation to avoid low-end price wars.

Facts

  • 旺宏 Chairman 吳敏求 announced that the company would no longer add NOR Flash capacity, with new capacity to be used for eMMC and NAND.
  • 旺宏’s eMMC supply growth has been remarkable.
  • 旺宏’s NOR shipments fell 12% quarter on quarter as capacity was reallocated to NAND production.
  • 旺宏 will make 96-layer 3D NAND its main production line for eMMC NAND next year.
  • Equipment for 旺宏’s first-phase investment began arriving at its facilities this year, but mass production will not begin until the second half of next year.
  • 旺宏 Chairman 吳敏求 stressed that 旺宏 is not a me-too company and aims to develop differentiated products.
  • 旺宏 is the world’s largest Flash supplier to the medical sector.

Companies mentioned:旺宏、三星、SK海力士、美光

台灣大’s 林之晨: Confident of 精誠資訊 acquisition, says tender offer timetable will not be delayed again

Published ・ Source Taiwan | 鉅亨網

Original台灣大宣布收購精誠資訊案獲公平會核准,公開收購期限定於11月5日。總經理林之晨對進展充滿信心,並指出電信股因AI需求與防禦性表現強勁,同時蘋果摺疊機帶動高資費方案增長。

Facts

  • Original公平交易委員會決議不禁止台灣大旗下台信電訊收購精誠資訊一案結合。
  • The tender offer period for 精誠資訊 runs through 3:30 p.m. on Nov. 5 and will not be extended again.
  • The tender offer will succeed if valid tenders reach 106,174,796 shares, or about 39% of 精誠資訊’s issued shares.
  • 台灣大 surged to a record intraday high of 135 yuan, with gains of 2 to 3 tenths over the past 1 year.
  • Original蘋果iPhone Duo開賣至26日,月租1599元(含)以上方案申辦比重提升近1成。
  • The cumulative number of users of 台灣大’s “Big Brother Pays Your Installments” service was up 49.9% year on year as of the end of September this year.

Companies mentioned:台灣大、台信電訊、精誠資訊、公平交易委員會、中華電信、遠傳、蘋果

Foreign investors’ share of the futures market reaches 41.36%! 陳彥良 urges futures industry to integrate across sectors and build an asset management ecosystem

Published ・ Source Taiwan | 鉅亨網

Original金管會副主委陳彥良於期貨鑽石獎典禮指出,外資占比達41.36%,盼業者跨業整合打造資產管理生態系。期交所董事長吳自心宣布增設財富管理鑽石獎,鼓勵發展高資產財富管理。

Facts

  • Foreign investors accounted for 41.36% of the futures market in the first 9 months of this year.
  • The Futures Diamond Awards have presented a cumulative total of 467 awards over 12 years.
  • A total of 19 institutions received 26 Futures Diamond Awards this year.
  • Original金管會副主委陳彥良呼籲期貨業者與銀行、證券、保險及投信進行跨業結合。
  • A Wealth Management Diamond Award was introduced for the first time this year to encourage wealth management services for high-net-worth clients.

Companies mentioned:金管會、期交所、兆豐銀行、台新銀行

A veteran automaker gets a tech makeover! 通用汽車 bids farewell to 紐約證交所 and moves to 那斯達克

Published ・ Source Taiwan | 鉅亨網

通用汽車 announced it would move its listing to 那斯達克 on Nov. 17 to strengthen its tech image and seek eligibility for inclusion in the 那斯達克100 Index; its shares responded positively.

Facts

  • 通用汽車 announced that it would move its stock listing from 紐約證交所 to the 那斯達克 Global Select Market.
  • 通用汽車 is expected to begin trading on the new exchange on Nov. 17, while its ticker symbol will remain “GM.”
  • 通用汽車’s move is aimed at reinforcing its positioning as a technology company in areas including autonomous driving, artificial intelligence (AI) and electric vehicles.
  • After moving to 那斯達克, 通用汽車 will be eligible for future inclusion in the 那斯達克100 Index.
  • After the announcement, 通用汽車 shares rose about 2.4% in premarket trading in New York on Tuesday.
  • 通用汽車 Chief Financial Officer 賈各森 (Paul Jacobson) said the company’s customer-centric, technology-driven strategy is creating value for shareholders.
  • 通用汽車’s shares have more than doubled since 2024, giving it a market capitalization of about $64.4 billion.

Companies mentioned:通用汽車、GM-US、紐約證交所、那斯達克、彭博、CNBC、沃爾瑪、WMT-US、DoorDash、DASH-US、Palantir Technologies、PLTR-US、希爾頓全球控股、HLT-US、那斯達克(NDAQ-US)

欣興 resolves to sell all shares in its Japanese subsidiary; MEIKO expected to take over

Published ・ Source Taiwan | 鉅亨網

欣興電子 resolved to sell its entire stake in its Japanese subsidiary UNIMICRON JAPAN, which is expected to be taken over by 名幸電子. 欣興電子 is also making a major investment in land in Hukou, Hsinchu, to expand high-end PCB capacity and meet AI demand.

Facts

  • 欣興電子’s board resolved on the 27th to sell its entire stake in its Japanese subsidiary UNIMICRON JAPAN.
  • Japanese company 名幸電子 (MEIKO ELECTRONICS) is expected to take over the stake in UNIMICRON JAPAN.
  • 欣興電子 acquired land and factory buildings in Hukou Township, Hsinchu County, for NT$10.0888 billion.
  • 欣興電子’s Japanese plant, UNIMICRON JAPAN, formerly Clover Electronics, is located in Eniwa, Hokkaido.
  • 欣興電子 invested about NT$1 billion in October 2011 to acquire all shares in UNIMICRON JAPAN.

Companies mentioned:台積電、欣興電子、UNIMICRON JAPAN、Clover Electronics、名幸電子、MEIKO ELECTRONICS

國研院 and 汎銓 crack High-NA EUV process inspection technology

Published ・ Source Taiwan | 鉅亨網

國研院’s 國儀中心 and 汎銓 worked together to develop High-NA EUV process inspection technology. Low-temperature atomic layer deposition coating strengthens nanoscale wafer structures and addresses analysis damage; the work was cited by 艾司摩爾 and helped 汎銓 enter the international supply chain.

Facts

  • 國研院’s 國儀中心 and 汎銓 unveiled a structural analysis technique for the lithography process of High-NA EUV photoresist materials.
  • The research marks the first successful coating for this process anywhere in the world.
  • The technology has been cited by 艾司摩爾 at an international academic forum.
  • 國儀中心 developed atomic layer deposition coating equipment that operates at temperatures below 100 degrees Celsius.
  • The technology is seen as a key inspection breakthrough for the 2-nanometer process.

Companies mentioned:國研院、國儀中心、汎銓、艾司摩爾

French consumer confidence hits 13-year low as political turmoil and fiscal tightening weigh on economic outlook

Published ・ Source Taiwan | 鉅亨網

France’s national statistics agency Insee reported that the consumer confidence index fell to 80 in October, a 13-year low, reflecting the negative impact of political turmoil and inflation on the economy.

Facts

  • France’s consumer confidence index plunged 5 points to 80 in October, its lowest level in 13 years.
  • The yield spread between French and German government bonds widened 7 basis points to 161 basis points.
  • The public’s assessment of its past standard of living has fallen to its lowest level since records began in 1972.
  • Official data indicate that inflation is expected to climb further to 3.6% this month.
  • Third-quarter GDP is estimated to have grown by just 0.1%, signaling extremely weak economic momentum.

Companies mentioned:Insee、彭博經濟研究、穆迪評級

Global memory giants face a blockbuster earnings week! SK海力士 kicks things off Wednesday; will it pay up to 60 trillion won in dividends?

Published ・ Source Taiwan | 鉅亨網

Global memory giants SK海力士, Samsung and others face a blockbuster earnings week, with the market watching order strength amid AI demand and shareholder returns.

Facts

  • SK海力士 will release its third-quarter 2026 results on Wednesday (the 28th) in U.S. stock market trading.
  • SK海力士 and Samsung together control about 60% of global DRAM revenue.
  • SK海力士 and Samsung hold more than 80% of the HBM market.
  • KB證券 estimates that more than 70% of the output of the two major Korean manufacturers next year is already locked in under five-year LTAs.
  • SK海力士 announced a 40 trillion won share cancellation plan in August this year.
  • The Tradr ETF offering 2 times leveraged long and short exposure to SK海力士 ADRs will liquidate around Nov. 12.
  • SK海力士 invested about 4 trillion won in 鎧俠 in 2018 through a 貝恩資本 consortium.

Companies mentioned:SK海力士、三星電子、鎧俠、長鑫科技、輝達、KB證券、Global X Management、Anthropic、Meta、SpaceX、甲骨文、CoreWeave、Tradr、貝恩資本、花旗、麥格理、Solidigm

Taiwan | 風傳媒(19)

Original中國半導體技術追上美國了?陳子昂揭驚人進展:具備成熟製程的完整設備

Published ・ Source Taiwan | 風傳媒

Original英特爾執行長陳立武指出美中晶片製造技術差距有限,中國在成熟製程具優勢。顧問陳子昂分析,中國已掌握28奈米設備自給能力,華為佔據國營算力晶片採購半數,並研發EUV光刻機,預估2030年AI晶片自給率達86%。

Facts

  • Original中國的「北方華創」已竄升至全球第7大半導體設備商,能夠提供28奈米以上製程設備。
  • 華為 accounted for 5成 of Chinese companies' total chip purchases from January to August, far exceeding 輝達.
  • Original美國摩根士丹利預估,中國AI晶片自給率將在2030年達到86%。
  • Original中國國營半導體商「愛晟納」透過逆向工程研發極紫外光微影(EUV),首批交付5台,明年將出貨20台。
  • The world's top 5 semiconductor equipment makers, in order, are 艾司摩爾, 應用材料, 科林研發, 東京威力科創 and 科磊.

Companies mentioned:英特爾、日經亞洲、艾司摩爾、應用材料、科林研發、東京威力科創、科磊、北方華創、工研院、中微半導體、上海微電子裝備、輝達、超微、華為、摩根士丹利、愛晟納、風傳媒、台灣、日本、荷蘭、美國、中國

OriginalET民調》蔣萬安48.6%領先沈伯洋7.5個百分點!沈討厭度破4成

Published ・ Source Taiwan | 風傳媒

ETtoday民調雲 released its latest poll on the Taipei mayoral race, showing incumbent 蔣萬安 leading 沈伯洋 by 7.5 percentage points with 48.6% support. 蔣 also leads by 10.4 percentage points in perceived likelihood of winning, while overall voter turnout intention stands at 95.8%.

Facts

  • 蔣萬安 has 48.6% support and 沈伯洋 has 41.1%, a gap of 7.5 percentage points.
  • A total of 51.3% of respondents said 蔣萬安 was likely to win, compared with 40.9% for 沈伯洋.
  • 沈伯洋's disapproval rating is 41.9%, higher than his favorability rating of 41.3%.
  • A total of 95.8% of respondents said they intended to vote.
  • The poll was conducted from October 21 to 25, with 1462 valid responses.

Companies mentioned:ETtoday民調雲、東森民調雲股份有限公司、風傳媒

Mbappé says his favorite meme is a Mao Zedong parody, angering scores of Chinese internet users; La Liga apologizes to defuse backlash

Published ・ Source Taiwan | 風傳媒

Original皇家馬德里球星姆巴佩因讚賞將自己臉部合成至毛澤東形象的迷因而引發中國輿論風波。西甲聯盟隨即發表聲明向中國球迷致歉,澄清該言論僅為球員個人行為,並承諾將加強文化認知教育以維護雙方關係。

Facts

  • Mbappé said in an interview that his favorite parody meme was one that photoshopped his face onto Mao Zedong's.
  • 西甲聯盟 issued an apology to Chinese fans in a statement posted on its official Weibo account.
  • 西甲聯盟 said in a statement that the comments were the player's personal expression and did not represent the league's position.
  • Original中國網友要求皇家馬德里道歉或禁賽姆巴佩。
  • 西甲聯盟 will establish cultural awareness and communication guidelines.

Companies mentioned:西甲聯盟、皇家馬德里

蔣萬安 tipped to narrowly defeat 沈伯洋; scholar reveals 'slim margin' figures, calling it a disgrace for the Kuomintang

Published ・ Source Taiwan | 風傳媒

Original銘傳大學副教授杜聖聰分析台北市長選情,指出沈伯洋「洋流」效應使民調拉近蔣萬安。模型顯示蔣萬安若獲65-66%投票率可領先2-8萬票,但相較於國民黨過往領先20萬票的優勢,此結果被視為奇恥大辱,黨內需重視年輕選民動員。

Facts

  • 杜聖聰, an associate professor in the Department of Radio and Television at 銘傳大學, analyzed the Taipei mayoral race on the program "中午來開匯".
  • According to calculations from a Taipei election model, 蔣萬安 would lead by 20,000 to 80,000 votes if turnout were 65% to 66%.
  • Past election results show that the Kuomintang has often led by 200,000 votes, making a narrow victory a disgrace for the party.
  • The venue for 沈伯洋's campaign appearance in 基隆市 was packed, signaling strong growth in the "洋流" trend.
  • Original蔣萬安在北投士林區、中山大同區和中正萬華區居於劣勢。

Claude parent company Anthropic heads for IPO; revenue retention rate hits 900%, while reason for 80.7 billion dollar first-half loss revealed

Published ・ Source Taiwan | 風傳媒

Anthropic has filed an IPO application with the SEC and plans to list on 那斯達克. Revenue surged 14 times in the first half to 16.286 billion dollars, and net revenue retention reached 900%, but non-cash valuation adjustments led to a reported net loss of 80.7 billion dollars.

Facts

  • Anthropic has formally filed a listing application with the U.S. Securities and Exchange Commission (SEC), planning to list on 那斯達克 under the ticker "ANT".
  • Anthropic posted revenue of 16.286 billion dollars in the first half of this year, up about 14 times from the same period last year.
  • Anthropic's net revenue retention rate was about 900% as of the end of September.
  • Anthropic reported a net loss of 80.748 billion dollars in the first half, including 72.388 billion dollars from non-cash valuation adjustments.
  • Anthropic was co-founded in 2021 by CEO Dario Amodei and a group of researchers who left OpenAI.

Companies mentioned:Anthropic、OpenAI、CNBC、CoreWeave、Nebius、紐交所、那斯達克

Kawaguchiko murder suspect turns out to be a Facebook friend; 沈伯洋 reveals how the two are connected

Published ・ Source Taiwan | 風傳媒

As Japanese police investigate the Kawaguchiko murder, the victim's husband, surnamed 李, has been detained on suspicion of soliciting murder to fraudulently claim insurance benefits. Media reports found that 李 was Facebook friends with legislator 沈伯洋, who clarified that he was simply a reader who bought his book and that they had no other connection. He also expressed regret that the victim had been a supporter.

Facts

  • In the Kawaguchiko murder case in Japan, the husband of the victim, a woman surnamed 井, is suspected of soliciting her murder to fraudulently claim insurance money. A request to detain him and deny him visitors has been approved.
  • 沈伯洋 said the book purchased by the alleged perpetrator, 李, was a criminal law textbook.
  • 沈伯洋 said the victim was one of his supporters, adding that he was saddened by the case and hoped the truth would come to light.

Israel election: Arab voters mobilize in force; Netanyahu urges Jewish supporters to vote, saying, 'Don't let them steal the election!'

Published ・ Source Taiwan | 風傳媒

As votes are counted in Israel's parliamentary election, Arab voters have launched a major political mobilization on the third anniversary of the Gaza conflict, seeking to punish incumbent Prime Minister Netanyahu at the ballot box. Netanyahu urged Jewish voters to turn out to prevent a loss of power, while scholars warned that the fundamental direction of policy may not change.

Facts

  • Israel's parliamentary election has 7,331,981 eligible voters, including about 18% Arab citizens, or 1.172 million people.
  • The Midgam Institute forecast that turnout among the Arab community could rise to 62% to 63%, up from 53% in the previous election.
  • Netanyahu wrote in Hebrew on his personal social media account, urging Jewish voters to turn out in force to prevent "Arab parties from trying to steal the election."
  • Mustafa, a scholar at the Mada al-Carmel Research Center in Haifa, said an opposition-led government might shift its policy focus toward pragmatism centered on "Israel's national security interests."

Typhoon Yan Hua continues to approach; latest forecast says it will strengthen into a severe typhoon tomorrow, with track and impact on Taiwan revealed

Published ・ Source Taiwan | 風傳媒

Weather bureau forecaster 劉沛滕 said Typhoon Yan Hua entered an eyewall replacement cycle today and is expected to become a severe typhoon tomorrow, with a wind radius of 200 kilometers. Its projected track shows it turning north on Sunday toward waters south of Japan. It is not expected to affect Taiwan, though coastal areas should watch for long-period swells. The northeast monsoon will also affect northern Taiwan from tonight, bringing lower temperatures and rain.

Facts

  • Typhoon Yan Hua entered an "eyewall replacement" phase today and may strengthen into a severe typhoon tomorrow.
  • Typhoon Yan Hua's wind radius has expanded to 200 kilometers.
  • Steered by a high-pressure system, Typhoon Yan Hua will make a sharp turn north on Sunday and move toward waters south of Japan.
  • The northeast monsoon will begin affecting Taiwan tonight. Areas north of 桃園, the eastern half of the island and the 恆春半島 should watch for localized rain.
  • Highs in northern Taiwan, 宜蘭 and 花蓮 will be around 25 to 26 degrees over the next 2 days. Overnight and morning lows in northern Taiwan and the western half of the island will fall below 20 degrees.

Latest positioning of Taiwan-U.S., Taiwan-Europe and Taiwan-Japan ties revealed; Ministry of Foreign Affairs says economic security has become central to countries' foreign policies

Published ・ Source Taiwan | 風傳媒

Foreign Minister 林佳龍 is set to deliver a report to the Legislative Yuan detailing the latest positioning and achievements in Taiwan's relations with the United States, Europe and Japan. The report highlights a Taiwan-U.S. "symbiotic partnership," a Taiwan-Europe "Taiwan model" and a Taiwan-Japan "comprehensive partnership." It also says economic security has become central to countries' foreign policies, and that Taiwan will continue strengthening cooperation on democratic supply chains.

Facts

  • Foreign Minister 林佳龍 is nearing 2 and a half years in office. The Legislative Yuan's Foreign Affairs and National Defense Committee has scheduled a report by him for the morning of the 28th, followed by questioning on the 116 fiscal-year budget proposal in the afternoon.
  • The Ministry of Foreign Affairs defines Taiwan-U.S. ties as a "symbiotic partnership," aiming to move the two sides from stakeholders to partners across security, trade and economic ties, and high technology.
  • U.S. President Trump has announced arms sales to Taiwan 2 times during his second term, totaling more than 11.1 billion dollars. The first batch of F-16V fighter jets has also arrived in Taiwan.
  • Through the "Taiwan model," 台積電 is investing in Germany, 環球晶 is expanding into Italy, and 鴻海 is developing advanced packaging in France, bringing Taiwan's high-tech industrial ecosystem to Europe's industrial core.
  • Of the 25 members of Japan's current cabinet, 17 have visited Taiwan.
  • The Ministry of Foreign Affairs is using the "prevention, protection and response" (2P1R) strategy to strengthen the public's ability to identify threats, provide emergency assistance to victims and enhance international cooperation to counter 中国's transnational repression.

Companies mentioned:台積電、環球晶、鴻海

Could Anthropic’s listing next month lift U.S. stocks? Ruan Muhua reveals the truth behind more than 80 billion in losses: almost all are non-cash

Published ・ Source Taiwan | 風傳媒

Financial expert Ruan Muhua analyzed Anthropic’s IPO filing and said most of its reported losses are non-cash items, while its actual operations are healthy. The company reported Q2 revenue of US$11.56 billion, turned cash flow positive, and committed to massive computing-power purchases, showing strong growth momentum.

Facts

  • Anthropic is expected to list on 那斯達克 next month under the ticker ANT.
  • Anthropic reported second-quarter revenue of US$11.56 billion, more than 2 times the previous quarter’s figure.
  • Anthropic’s operating cash flow turned positive in the first half, reaching US$3.9 billion.
  • Anthropic’s total fixed commitments amount to about US$830 billion.
  • Anthropic’s margins grew 8% in the second quarter.
  • Anthropic reported first-quarter revenue of US$4.73 billion.
  • Of Anthropic’s fixed computing-power commitments, its 博通 TPU lease amounts to US$161.2 billion.

Companies mentioned:Anthropic、那斯達克、路透社、美國證券交易委員會、SEC、博通

國票期貨 system glitch could affect investors’ decisions; Financial Supervisory Commission: violations of internal controls could draw fines of up to NT$2.4 million

Published ・ Source Taiwan | 風傳媒

國票期貨’s accounting system repeatedly reported trade execution information, affecting the rights of 116 investors. The Financial Supervisory Commission directed 期交所 to inspect its internal controls; violations could be fined up to NT$2.4 million.

Facts

  • 國票期貨’s trading system reportedly malfunctioned on the eve of last week’s typhoon day off, with preliminary figures showing 116 affected accounts.
  • Huang Hou-ming, deputy director-general of the Financial Supervisory Commission’s Securities and Futures Bureau, said futures firms with deficiencies such as violations of internal controls could face fines of up to NT$2.4 million.
  • The system glitch involved the “trade execution reporting process”: an investor placed 1 order and 1 trade was actually executed, but the system could report 2 executions.
  • 期交所 will inspect 國票期貨 by the 28th to determine the cause of the incident and whether there were deficiencies in its information systems or internal controls.
  • 國票期貨 announced it would use the Taiwan index futures price of 45895 points at 11 p.m. on Oct. 22 as the basis for calculating profits and losses.

Companies mentioned:國票期貨、期交所

Taiwan High Speed Rail carried more than 60 million passengers in the first 9 months! Taipei led the way, while Chiayi saw the strongest growth. Why was this the only station in Taiwan not to top 1 million?

Published ・ Source Taiwan | 風傳媒

Original台灣高鐵2026年前9月旅運量年增5.13%至6333.9萬人次。台北站運量居冠,嘉義站成長最猛。彰化站因轉乘不便,運量未破百萬,預計2031年台鐵支線完工後有望改善。

Facts

  • Original2026年1月至9月台灣高鐵全線累計旅運量達6333.9萬人次,年增5.13%。
  • Taipei station handled 12.843 million passengers in the first 9 months of 2026, ranking first across the network.
  • Passenger volume at Chiayi station rose 10.89% year over year in the first 9 months of 2026, the fastest growth across the network.
  • Changhua station handled about 767,000 passengers in the first 9 months of 2026, making it the only station on the network not to top 1 million.
  • The transfer connection plan between Taiwan High Speed Rail’s Changhua station and Taiwan Railways aims to be completed and opened in 2031.

Companies mentioned:台灣高鐵、高鐵公司、風傳媒

Other formats:JSONMarkdownRSS