The Big Short’s real-life inspiration explains why he is shorting AI newcomer CoreWeave: “We’ve seen this kind of model before”
Published ・ Source Taiwan | 鉅亨網
Seawolf Capital, founded by an investor who inspired the film The Big Short, has built a short position in CoreWeave. It questions whether the company’s business model resembles traditional leasing, given the short lifespan of GPUs and rapid capacity expansion, and warns that the company will face challenges if it cannot secure low-cost financing.
Facts
Seawolf Capital has built a short position in AI computing capacity lessor CoreWeave.
Seawolf co-founder Vincent Daniel said CoreWeave’s business model has similarities to traditional asset-leasing companies.
Seawolf compared CoreWeave with Transocean and Aercap Holdings.
Seawolf sees uncertainty over the economic lifespan of GPUs, which could be far shorter than that of oil rigs or aircraft.
Seawolf is concerned that CoreWeave will face a free cash flow shortfall and high leverage risks in 2027.
Seawolf co-founder Danny Moses once likened CoreWeave to shared-office-space provider WeWork.
Seawolf’s research was prompted by a mocking post targeting short sellers on social media platform X.
Brazil presidential election loser “flees”; US issues entry visas
Published ・ Source Taiwan | 鉅亨網
Brazilian presidential election loser Bolsonaro refused to surrender his passport and fled to the US. The US State Department issued visas, and Brazilian authorities opened an investigation.
Facts
Brazilian Liberal Party presidential candidate Flávio Bolsonaro headed to the US after losing the second round of the presidential election.
The US State Department issued entry visas to Bolsonaro and his family.
Brazil’s Supreme Court ruled that Bolsonaro could not leave the country and ordered him to surrender his passport.
Brazilian Supreme Federal Court Justice Flávio Dino called for an investigation into Bolsonaro over allegations that he received foreign funding and manipulated social media.
A preliminary investigation found that Bolsonaro allegedly received funding from 阿爾卡薩控股公司, which is registered in Portugal’s Madeira Islands.
How can CoreWeave solve its financing crunch? Bernstein cuts its funding gap estimate, but a “hundred-billion-dollar” cash crunch remains a major risk
Published ・ Source Taiwan | 鉅亨網
Bernstein has recalculated CoreWeave’s capital spending, narrowing its external funding gap to $18 billion to $42 billion. However, analysts warned that the company faces a dilemma of rising financing costs and shorter contracts, maintained an “Underperform” rating and set a $54 price target.
Facts
Bernstein revised its estimate of the incremental capital needed for CoreWeave to fulfill about $129 billion in remaining orders from about $75 billion to $44 billion to $68 billion.
After accounting for construction in progress, existing cash and committed credit facilities, CoreWeave still needs $18 billion to $42 billion in external financing.
Bernstein maintained its “Underperform” rating on CoreWeave and slightly raised its price target to $54.
CoreWeave’s adjusted earnings-per-share forecasts for 2026 and 2027 are -$5.14 and -$6.60, respectively.
Including contracted capacity totaling nearly 4.2GW that will come online by the end of 2028, total additional capital spending would rise to $95 billion to $122 billion.
The memory shortage is not over! SK海力士 expects it to last until 2030; 麥格理 sees HBM prices rising by more than 1 times next year
Published ・ Source Taiwan | 鉅亨網
SK海力士 posted strong third-quarter results, with profit surging more than 6 times and beating expectations, reflecting robust demand for AI hardware. The company warned that the memory shortage will continue through 2030 and unveiled a shareholder-return plan worth hundreds of billions to boost its share price.
Facts
SK海力士 reported third-quarter operating profit of 83.3 trillion won and revenue of 104.6 trillion won, both above market expectations.
SK海力士 expects the memory shortage to persist until 2030.
SK海力士 announced plans to launch a 100 trillion won shareholder return program in 2026.
麥格理 expects HBM prices to double in 2027.
Memory currently accounts for about one-third of total AI data center spending.
Solidigm is in talks with the U.S. Department of Commerce about plans to invest $45 billion in a new chip plant in the United States.
Companies mentioned：SK海力士、輝達、麥格理、Solidigm、三星電子、美光科技、Counterpoint Research
Preparing for CES 2027! Samsung Chairman Lee Jae-yong visits robotics R&D center, accelerates humanoid robot push
Published ・ Source Taiwan | 鉅亨網
Samsung Chairman Lee Jae-yong visited the robotics R&D center to check progress on the humanoid robot debut at CES 2027. The move shows Samsung is betting heavily on robotics as a core engine of future growth and accelerating its push into the Physical AI market.
Facts
三星電子 Chairman Lee Jae-yong visited the Robotics Experience (RX) Business Promotion Office at the Seoul R&D Campus in Seoul’s Seocho District on Tuesday (27).
Samsung plans to unveil its humanoid robot technology at CES 2027 next January.
The head of the RX事業推進室 is also held by Roh Tae-moon, president and head of the DX division.
Samsung aims to transform its factories worldwide into autonomous AI factories by 2030.
Samsung plans to combine resources from 三星SDI, 三星馬達, DS部門 and 三星顯示 to jointly launch robotics products.
〈Earnings〉AI memory delivers a windfall! SK海力士 Q3 operating profit surges sixfold, sets aside 100 trillion won for shareholder returns this year
Published ・ Source Taiwan | 鉅亨網
SK海力士 Q3 revenue topped 100 trillion won for the first time, while operating profit surged sixfold on strong demand for AI memory. The company announced 100 trillion won in shareholder returns for the year and expects the memory shortage to persist until 2030.
Facts
SK海力士 reported Q3 revenue of 104.62 trillion won, topping the market forecast of 98.34 trillion won.
SK海力士 reported Q3 operating profit of 83.33 trillion won, up 632.1% from a year earlier.
SK海力士 announced total shareholder returns of about 100 trillion won this year.
SK海力士 expects the memory supply shortage to continue until 2030.
SK海力士 plans to ramp up capacity at its Cheongju M15X plant to the maximum by the end of this year to boost HBM4 output.
SK海力士 paid a Q3 cash dividend of 20,000 won per share.
SK海力士 has abandoned plans to list its U.S. NAND subsidiary, Solidigm.
The next WeWork? ‘The Big Short’ trader shorts CoreWeave: ‘We’ve seen this before!’ AI computing-power rental model carries hidden risks
Published ・ Source Taiwan | 鉅亨網
Seawolf Capital, founded by a trader featured in ‘The Big Short,’ has taken a short position in AI computing-power rental company CoreWeave, citing risks from high capital spending and financing.
Facts
Seawolf Capital has taken a short position in CoreWeave, saying its business model carries risks.
CoreWeave had about $50 billion in debt as of October 2026.
CoreWeave expects it could post a full-year loss of $2.13 billion in 2026.
CoreWeave’s major customers include Microsoft, OpenAI and Meta Platforms.
Seawolf compared CoreWeave’s risks with the case of WeWork.
CoreWeave’s capital spending is forecast to rise to $35 billion to $39 billion in 2026.
CoreWeave had a revenue backlog of about $104.2 billion at the end of Q2.
Taiwan stocks enter a “Double 11” discount sale! 台積電? 聯發科? Which has a chance to stand out?
Published ・ Source Taiwan | 鉅亨網
Chiang Kuo-chung, an analyst at 摩爾投顧, sees the pullback in Taiwan stocks as a buying opportunity, noting that foreign investors’ net long futures positions remain high and state-backed funds are scooping up shares. AI capital spending is also continuing to rise. He recommends 8 leading stocks, including 台積電.
Facts
Although foreign investors were heavy net sellers, the top five foreign futures traders still held net long positions at relatively high levels.
Historical data show that after Taiwan stocks faced days of heavy foreign selling, they had a very high probability of rising over the following 60 days.
State-backed funds and the eight major government-owned financial institutions have already been quietly buying shares on dips.
Major technology giants continue to ramp up capital spending on generative AI and inference applications, with no sign of pulling back.
Taiwan’s September export orders continued to show resilience.
With global leadership in advanced processes and CoWoS packaging technology, 台積電 is the biggest beneficiary of capital spending by global cloud giants.
鴻海 is the world’s leading AI server assembler, closely partnered with 輝達 to supply servers featuring the latest architecture.
With key technologies such as cold plates and manifolds, 高力 has secured a central position in liquid-cooling systems. Its capacity is fully booked, driving stepwise profit growth.
First in line at the supply chain! As 蘋果 loses bargaining power over key components, experts say the consumer electronics giant is becoming a “second-class citizen” in the AI era
Published ・ Source Taiwan | 鉅亨網
As AI drives a surge in memory demand, 蘋果 has lost bargaining power in the supply chain and was turned down when it sought a price quote from 長鑫存儲 for the first time. Soaring memory costs are eroding profits, reflecting a shift in the center of tech power toward AI.
Facts
In August this year, 蘋果 tried to negotiate down the price of LPDDR5X from China’s 長鑫存儲 but was turned down; the latter insisted its prices be no lower than those of 三星 and 海力士.
蘋果 had $11.09 billion in inventory at the end of June this year, double the level nine months earlier.
LPDDR5X contract prices surged 78% to 83% in Q2 this year.
Memory’s share of the bill of materials for the iPhone Pro has soared to 34%, up from 10% a year ago.
蘋果’s gross margin fell from 49.3% to 48.1% and could drop to 46.5% next quarter.
三星, 海力士 and 美光 account for nine-tenths of global DRAM supply.
海力士 and 美光 have operating margins of 76.3% and 81.2%, respectively.
By 2027, up to 20% of memory capacity will shift from consumer electronics to AI data centers.
Solidigm plans to invest $45 billion in a U.S. memory plant, on condition that it be allowed to ship equipment to China
Published ・ Source Taiwan | 鉅亨網
SK海力士 subsidiary Solidigm plans to invest $45 billion to $100 billion in a U.S. plant, on condition that it is allowed to upgrade its Dalian plant in China to provide funding.
Facts
Solidigm is in talks with the U.S. Department of Commerce about investing $45 billion in a chip plant in the United States.
Solidigm must first obtain U.S. government approval to ship equipment to its Dalian plant in China to upgrade its manufacturing process.
The total investment in the new U.S. plant could approach $100 billion.
Solidigm has canceled plans for a $10 billion initial public offering (IPO).
Solidigm is evaluating options for building NAND flash memory wafer plants at potential sites around the world.
Key U.S. Stock Market News Summary, October 28, 2026
Published ・ Source Taiwan | 鉅亨網
U.S. stock market news on October 28, 2026 focused on Boeing shares plunging on delayed production increases, Seagate being sold off despite strong earnings, Meta’s large financing to expand AI, 蘋果 unveiling new Macs with M6 chips, and Tesla opening FSD test drives.
Facts
Boeing (BA-US) shares plunged 10.71% on Tuesday, closing at $168.18.
Boeing management said its plan to produce 52 737 MAX jets per month will not be achieved until the second half of 2027.
Boeing pushed back its target of generating $10 billion in annual free cash flow to 2029.
希捷科技 (STX-US) plunged 6% after hours.
Meta’s $25 billion common stock offering drew subscriptions of about 5 times the offering size.
More than half of the shares in Meta’s common stock offering were allocated to long-only investment firms and existing investors.
蘋果 unveiled a 24-inch iMac with an M6 chip and an entry-level 14-inch MacBook Pro.
Silver suffers an epic shakeout! Bulls have nearly cleared out as falling demand from the solar industry adds to pressure
Published ・ Source Taiwan | 鉅亨網
Silver prices plunged on expectations that photovoltaic demand would decline 30% and on a stronger dollar, trading at a 25% discount to the 200-day moving average. 摩根大通 said speculative long positions had almost entirely exited the market, which faces the risk of shifting from a shortage to a surplus. Technical oversold conditions do not mean prices have bottomed.
Facts
摩根大通 estimates that silver demand from the photovoltaic industry will fall by about 30% this year, equivalent to about 60 million ounces.
Silver prices are currently trading at about a 25% discount to the 200-day moving average, the widest divergence since the pandemic.
Net long positions held by managed funds have fallen to their lowest level since the first quarter of 2024, with speculative longs having almost entirely exited.
摩根大通 warned that the silver market could shift from a prolonged structural shortage to a supply surplus.
Silver’s more important long-term trendline support is around the $48 level.
A stronger dollar continues to weigh on silver prices, with the two showing a negative correlation.
Meta raises $95 billion in high-stakes AI bet; 高盛 says buy, sets $885 price target
Published ・ Source Taiwan | 鉅亨網
Meta has launched an equity financing plan worth nearly $95 billion to invest in AI infrastructure. 高盛 reiterated its buy rating and set a price target of $885. While cash flow and profit margins face short-term pressure, it sees long-term growth from the Muse model and hardware business.
Facts
Meta has launched an equity financing plan worth nearly $95 billion.
高盛 reiterated its “Buy” rating on Meta, with a price target of $885.
Original輝達、超微與博通合計擬認購最多約50億美元的A類普通股。
Meta expects free cash flow to turn negative at $33.452 billion in 2027.
Meta’s capital expenditures are expected to reach about $230 billion and $250 billion in fiscal 2027 and 2028, respectively.
The plan calls for issuing non-voting Class C shares to maintain Zuckerberg’s voting control.
高盛 estimates that Meta’s revenue will rise to about $374.132 billion in 2028.
Earnings: 恩智浦’s Q4 guidance misses expectations; shares fall more than 7% after hours
Published ・ Source Taiwan | 鉅亨網
恩智浦半導體 shares plunged 7.5% after hours after its Q4 guidance missed expectations. Although Q3 earnings beat estimates, its Q4 revenue forecast came in below Wall Street expectations, stoking investor concerns about competition from China and an AI bubble.
Facts
恩智浦 forecast Q4 revenue of $3.85 billion, below analysts’ estimate of $3.87 billion.
恩智浦 forecast Q4 EPS of $4.14-$4.58, below analysts’ estimate of $4.34.
恩智浦’s Q3 revenue rose 15% year over year to $3.79 billion, above expectations of $3.76 billion.
恩智浦’s adjusted Q3 EPS was $4.20, above the $4.12 forecast in a FactSet survey.
恩智浦 shares fell 7.5% after hours after its Q4 guidance missed expectations.
恩智浦’s Q3 automotive revenue grew 13%, while industrial revenue rose 39%.
South Korean retail investors are borrowing to invest again! Margin debt remains above 30 trillion won as regulators warn brokerages
Published ・ Source Taiwan | 鉅亨網
南韓金融監督院 warned 10 major brokerages to strengthen risk controls after retail margin debt reached 30.15 trillion won. Brokerages have voluntarily lowered credit limits and capped total margin lending. If the measures prove ineffective, they could face tighter oversight, aimed at preventing a market plunge from triggering a cascade of forced liquidations.
Facts
南韓金融監督院 warned 10 major brokerages on the 27th that it would deploy additional supervisory tools if their voluntary risk controls proved ineffective.
As of the 23rd of this month, South Korean retail investors’ margin debt stood at 30.15 trillion won.
10 major brokerages have voluntarily agreed to cap total margin lending at 90% of their net assets.
Some brokerages have cut the basic credit limit for stocks with high concentrations of margin lending from 3 million won to 2 million won.
South Korean regulators are considering amending the law to authorize cutting leveraged ETFs’ fixed 2-times leverage to 1.5 times or 1 time in emergencies.
South Korea’s controls on retail investor leverage have expanded from leveraged ETFs to margin trading as a whole.
Musk predicts robots will consume the most memory; SK海力士 and 美光 ADRs close higher
Published ・ Source Taiwan | 鉅亨網
Musk predicted that robots’ future memory demand will exceed the combined total for all other uses, lifting shares of 美光 and SK海力士. The market is focused on rising memory demand as AI expands from data centers into physical robots.
Facts
Musk predicted that future robots’ memory demand will exceed the combined total for every other use on Earth.
美光 (MU-US) gained 2.77% on Tuesday (the 27th), closing at $928.76 per share; SK海力士 (SKHY-US) also rose 1.92%, to $145.36 per share.
OriginalCounterpoint Research 預估人形機器人的DRAM需求將從2026年的約8,300兆位元增加至2030年的約17.2萬兆位元，增幅約20.7倍。
特斯拉 halved the memory capacity of its AI5 chip to 72GB and cut that of AI6 by one-third to 144GB to secure enough supply for Optimus production.
The US economy is accelerating. How powerful is the AI spending boom behind it?
Published ・ Source Taiwan | 鉅亨網
Anthropic and Meta plan to raise $200 billion to expand AI, driving a surge in US corporate investment. Core capital goods orders have risen for five consecutive months, reaching a 13-year high. Q3 GDP is expected to grow at an annualized rate of 3-4% quarter over quarter, while wealth effects are boosting consumer spending.
Facts
Anthropic and Meta plan to raise up to $200 billion to expand their AI capabilities.
US core capital goods orders grew sharply in September, rising for five consecutive months.
Excluding pandemic-related volatility, business investment grew 13.5% over a certain period, its strongest increase in 13 years.
The market expects US third-quarter GDP to grow at an annualized rate of 3% to 4% quarter over quarter.
Spending in the technology sector took off in late 2024 and surged in the spring of this year.
Companies mentioned：Anthropic、Meta、Santander Capital Markets
CoreWeave surges 8% as AI stocks rally; Anthropic restores confidence in continued spending
Published ・ Source Taiwan | 鉅亨網
After Anthropic made its IPO filing public, the market grew more optimistic about AI infrastructure and sustained capital spending, lifting AI stocks such as CoreWeave and pushing technology shares broadly higher.
Facts
Anthropic generated $16.3 billion in revenue in the first half of this year, nearly 14 times the amount in the same period last year.
CoreWeave shares surged 7.9% on Tuesday.
戴爾科技 shares rose another 7.5% at Tuesday’s close as investors grew more optimistic about AI servers.
蘋果 is about to launch its first MacBook Pro with a touchscreen and Dynamic Island, targeting the high-end creator market. The new model is expected to start above $3,399, reflecting 蘋果’s test of demand for high-priced products and a major technological shift in its product lineup.
Facts
蘋果 plans to unveil new high-end 14-inch and 16-inch MacBook Pro models at its “Pro and Tell” event on Wednesday (the 28th).
The device will feature an OLED XDR touchscreen and Dynamic Island design for the first time.
蘋果 has discussed pricing the new 14-inch model with an M5 Pro chip at $2,899.
The current 16-inch MacBook Pro, which does not have a touchscreen, starts at $2,999, meaning the touchscreen model will start at no less than $3,399.
蘋果 plans to open preorders for the new models on Wednesday, with the touchscreen MacBook Pro set to launch as early as November 6.
Shocking! AI fake-news wave sweeps US midterm elections; are official accounts spreading rumors?
Published ・ Source Taiwan | 鉅亨網
Experts warn that social media is being swept by a wave of AI disinformation ahead of the US midterm elections, with official accounts also serving as rumor channels. Campaign cases in Texas and Pennsylvania show how low-cost, high-quality AI content and government endorsements are seriously confusing voters and threatening election security.
Facts
The UK’s Guardian reported that former Facebook data engineer Frances Haugen said the cost of launching an information operation is extremely low, while the quality of its output far surpasses 2016 levels.
During a Texas Senate campaign, false claims circulated that Democratic candidate James Talarico was receiving treatment at a mental health facility in Ohio while he paused campaigning because of the flu.
Republican opponent Ken Paxton ran AI-generated deepfake ads portraying James Talarico as someone rewriting the Bible.
After an undocumented immigrant was arrested in Pennsylvania, rumors claimed the person worked for Democratic candidate Janelle Stelson’s campaign, although the campaign confirmed the person held no paid position.
The deputy director of Immigration and Customs Enforcement endorsed rumors linking an undocumented immigrant to Janelle Stelson’s team in an official statement.
Where will gold go after its sharp decline? 瑞銀: Technicals show support, but no one wants to “increase exposure” before year-end
Published ・ Source Taiwan | 鉅亨網
A 瑞銀 report said gold’s technicals are showing signs of forming a bottom, but near-term buying momentum is limited by expectations for Federal Reserve policy and investors’ inclination to take profits at year-end. While purchases by China’s central bank and physical demand in Asia are providing a floor, the market remains caught between bulls and bears.
Facts
Spot gold fell 2.8% in a single day last Thursday, dropping below US$4,050 per ounce to a three-month low.
瑞銀’s precious metals trading team described the current market as “structurally bullish, tactically cautious.”
瑞銀 technical analysts said whether gold can decisively break above US$4,082.80 per ounce is a key indicator for its subsequent direction.
高盛 economists expect the Federal Reserve to pause rate hikes at its policy meeting this Wednesday, but raise rates again in December.
The policy was never canceled, yet the tax bureau demanded NT$106,000 in back taxes! Parents made “1 mistake” and ran into a gift tax trap
Published ・ Source Taiwan | 風傳媒
財政部高雄國稅局 released a case in which Mr. A changed the policyholder of an insurance policy to his son in 2025 and was found to have failed to report gift tax. The policy’s reserve value reached NT$3.5 million. After deducting the NT$2.44 million exemption, he was assessed NT$106,000 in gift tax and a penalty. The case serves as a warning that changing a policyholder transfers property rights and must be reported for gift tax purposes under the law, or it could result in back taxes and penalties.
Facts
Mr. A changed the policyholder of an insurance policy to his son, Mr. B, and was found by the tax bureau to have failed to report gift tax.
The policy’s reserve value on the day the policyholder was changed was NT$3.5 million.
The gift tax exemption for 2025 was NT$2.44 million.
Mr. A was assessed NT$106,000 in gift tax on a taxable net gift of NT$1.06 million, subject to a 10% tax rate.
Gift tax must be reported within 30 days of a gift that exceeds the exemption.
If the policyholder dies within 2 years of changing the policyholder, the policy’s value must be included in the total estate reported.
Gift tax on an insurance policy is calculated based on the policy’s reserve value on the day the policyholder is changed.
臺灣期貨交易所 held its 12th Futures Diamond Awards ceremony on October 27, honoring 19 outstanding institutions. The Financial Supervisory Commission and the exchange highlighted the futures market’s key role in hedging and in building an Asian asset management center, noting that foreign participation has risen substantially, demonstrating the market’s resilience.
Facts
A total of 19 institutions won awards at the 12th Futures Diamond Awards, with 26 awards presented.
Foreign investors accounted for 41.36% of Taiwan’s futures market from January to September.
Foreign investors’ market share in the same period last year was 32.46%.
The Futures Diamond Awards have presented a total of 467 awards over 12 years.
A Wealth Management Diamond Award was added for the first time this year.
Why is 蔣萬安’s favorability far behind 沈伯洋’s? He points to a figure in 戴立安’s poll as proof that the “洋流” effect has not spilled over
Published ・ Source Taiwan | 風傳媒
A poll by 戴立安 showed 沈伯洋 with a substantial favorability lead over 蔣萬安. But physician 沈政男 said that 蔣萬安 has greater support among independent voters, proving that the governing party’s “洋流 effect” has not spilled over into the pan-blue camp’s election prospects.
Facts
戴立安 released the latest Taiwan Public Sentiment Survey results on October 27, 2026.
President 賴清德’s approval rating was 52.2%, a slight increase from the previous month.
沈伯洋 had a favorability rating of 47.8% in his first appearance in the survey, leading 蔣萬安 by more than 10 percentage points.
蔣萬安’s favorability rating was 36.9%, down 10.9 percentage points from August.
The survey covered residents aged 20 and older across Taiwan’s 22 counties and cities, completing interviews with 1,075 people.
蔡英文 had a favorability rating of 61.7%, the highest among all political figures.
沈政男 said 蔣萬安’s favorability and support among independent voters are higher than 沈伯洋’s.
Don’t forget to claim the government handout! Starting 10/30, everyone can get 200-yuan shopping vouchers; when and where to collect them
Published ・ Source Taiwan | 風傳媒
The Taichung City Government is issuing its second round of 2026 price-adjustment vouchers, offering 350,000 vouchers starting October 30. Residents can exchange NT$100 in cash for vouchers worth NT$200. There are no residency restrictions, and the program aims to boost spending at traditional markets and commercial districts.
Facts
Taichung’s second round of 2026 price-adjustment vouchers will be distributed from October 30 to November 1, with 350,000 available.
People must pay NT$100 in cash to exchange for price-adjustment vouchers worth NT$200.
There are no residency restrictions on the price-adjustment vouchers; residents from anywhere in Taiwan can participate.
Each person can exchange for a maximum of 2 shopping vouchers per venue per day.
The price-adjustment vouchers are valid through November 5, 2026.
The vouchers can be used at 107 designated markets, night markets, commercial districts and specialty shops in Taichung.
The price-adjustment vouchers have a total face value of NT$70 million.
Weather forecast: 3 waves of cold air on the way! Temperatures plunge, with heavy rain over “half of Taiwan”; 4 days of sunshine ahead
Published ・ Source Taiwan | 風傳媒
The Central Weather Administration issued a forecast saying the northeast monsoon will keep temperatures low in northern Taiwan, with 2 waves of northeast monsoon bringing rain at the end of the month and early next month. It is also monitoring Typhoon Fung-wong, a moderate typhoon over distant waters that poses no direct threat to Taiwan.
Facts
Today (the 28th), the northeast monsoon will keep highs in Taoyuan and areas north at just 23 to 24 degrees Celsius.
The center of moderate Typhoon Fung-wong was located over the sea about 4290 kilometers east of Eluanbi.
The weather agency said Fung-wong will have no direct impact on Taiwan.
The northeast monsoon will strengthen again next Monday and Tuesday (November 2 and 3), bringing isolated brief showers to the north and east.
Highs in central and southern Taiwan today will be around 29 to 30 degrees Celsius.
Get a monthly pension of NT$54,000 in retirement! Claiming labor insurance benefits at 65 could cost you; expert reveals the best time to claim and the most lucrative option
Published ・ Source Taiwan | 風傳媒
Labor Insurance Bureau statistics show that the number of recipients of labor insurance old-age pensions has topped 2.01 million, with a wide gap in benefit amounts. Experts say the “pension king” has 3 key factors: high wages, a long contribution period and delaying the claim. They also note that delaying a claim requires a very long lifespan to break even, and advise people to plan carefully based on their health.
Facts
The number of people receiving labor insurance old-age pensions has officially topped 2 million, reaching 2,015,310.
As many as 53.55% of labor insurance pension recipients receive less than NT$20,000 a month.
As of the end of 2023, only 5 people nationwide received more than NT$50,000 a month, with the highest monthly amount at NT$54,902.
Delaying a claim by 5 years adds a deferred pension of up to the statutory maximum of 20%.
Based on an average life expectancy of 80 years, claiming at the standard age of 65 would yield a cumulative total of about NT$7.2 million.
Those who first enrolled in labor insurance on or after January 1, Minguo year 98 (2009), are legally ineligible to choose a lump-sum payment.
A lump-sum labor insurance retirement benefit can reach about NT$2.29 million.
If you work after retirement, does your employer still have to contribute 6% to your labor pension? The Ministry of Labor answers; many people get it wrong
Published ・ Source Taiwan | 風傳媒
The Ministry of Labor explained the rules on labor pensions, labor insurance and occupational accident insurance for middle-aged and older workers returning to work after retirement. Employers must contribute 6% to labor pensions as required by law. Those who have received old-age benefits are not covered by labor insurance, but must still be protected by occupational accident insurance.
Facts
Employers must contribute a monthly pension of at least 6% of the monthly insured salary for workers covered by the new labor pension system, depositing it into individual accounts established by the Bureau of Labor Insurance.
The 6% pension contribution required by law must be paid separately by the employer. It cannot be deducted from the salary originally agreed upon, nor can workers be required to pay it themselves.
Workers who continue working after receiving their pension will have their contribution seniority recalculated. They can still apply to the Bureau of Labor Insurance to receive the pension contributions and returns accumulated afterward.
Workers over 65 who are hired again may continue participating in labor insurance under the rules if they have not yet received labor insurance old-age benefits.
Even if a worker is over 65 or has received labor insurance old-age benefits, the employer must report them for occupational accident insurance on their first day of work.
Employers who fail to report eligible employees for occupational accident insurance as required by law may be fined NT$20,000 to NT$100,000 if the violation is verified.
As of the end of July 2026, more than 630,000 workers who returned to work after receiving labor insurance old-age benefits had joined occupational accident insurance.
Chongde Funeral Home reconstruction breaks ground; Taichung City Government invests nearly NT$4.3 billion to create a modern “urban garden” for funeral services
Published ・ Source Taiwan | 風傳媒
The Taichung City Government has launched a reconstruction project at Chongde Funeral Home, investing nearly NT$4.3 billion to create a modern “urban garden.” The project aims to address the inadequacy of aging facilities and raise the dignity and international standards of funeral services.
Facts
The Taichung City Government is investing NT$4,261,320,000 in the reconstruction of Chongde Funeral Home.
The groundbreaking ceremony for the Chongde Funeral Home reconstruction design-build project was held on Oct. 14, 115.
After completion, the number of funeral halls will increase from the current 18 to 32, and 60 private memorial rooms will be added.
Chongde Funeral Home has been in operation for more than half a century since it opened in ROC year 58.
After completion, the total floor area will exceed 14,000 ping.
The number of parking spaces at the venue will increase from 94 at the original Wuyi parking lot to 456.
Which civil service exams are easiest to pass? The “5 fields with the highest pass rates” revealed: many openings, high pass rates, starting salaries of NT$60,000
Published ・ Source Taiwan | 風傳媒
This article examines trends in civil service exams amid economic fluctuations. It notes that civil engineering has the highest pass rate but carries significant risks; police officers and court clerks in the 4th-tier exams have many openings and high starting salaries; and economic development administration and land administration also have high pass rates because of their professional requirements. It cautions candidates to consider workplace realities behind the pass rates.
Facts
Pass rates for civil engineering in the senior and junior civil service exams and local government exams can easily reach 30% to more than 50%.
In civil engineering, candidates who clear the minimum threshold of an average score of 50 and no zero in any subject are almost guaranteed to pass.
The 4th-tier administrative police exam has hundreds to more than 1,000 openings each year, with actual pass rates mostly ranging from 15% to 25%.
Starting salaries for 4th-tier administrative police officers are as high as NT$60,000 to NT$70,000.
The actual pass rate for 4th-tier court clerks is around 8% to 12%.
The pass rate for the junior civil service exam in economic development administration is as high as 45.43%.
The pass rate for the senior civil service exam in land administration is about 30.53%, and about 24.47% for the junior exam.
Pass rates for general administration and general civil affairs have been diluted to around 10% to 16%.
聯合報 poll》Shock! Shen Po-yang leads Chiang Wan-an by 4 percentage points in support; gap among swing voters and “Huang Shan-shan voters” revealed
Published ・ Source Taiwan | 風傳媒
聯合報 released its latest poll on Oct. 28, 2026, showing Shen Po-yang narrowly leading Chiang Wan-an in support for the Taipei mayoral election, 45% to 41%. However, Chiang led Shen in perceived likelihood of winning, 48% to 35%. Younger voters and former supporters of Huang Shan-shan tended to favor Shen.
Facts
In the 2026 Taipei mayoral election, Democratic Progressive Party candidate Shen Po-yang has 45% support, while Kuomintang candidate Chiang Wan-an has 41%.
In perceived likelihood of winning, Chiang Wan-an leads Shen Po-yang, 48% to 35%.
Shen Po-yang has 58% support among voters under 40, leading Chiang Wan-an by 25 percentage points.
Among voters who previously supported Huang Shan-shan, 55% now support Shen Po-yang and 38% support Chiang Wan-an.
The 聯合報 poll successfully interviewed 1,115 people, with a margin of sampling error of within plus or minus 3 percentage points.
Taiwan stocks update》Ready for a rebound? Taiwan stocks open up more than 700 points; 台積電 rises NT$20
Published ・ Source Taiwan | 風傳媒
Taiwan stocks surged more than 700 points at the open today (the 28th), buoyed by gains on U.S. markets and the AI boom. Heavyweights were broadly stronger, led by 台積電 and 聯發科. Anthropic’s IPO filing and Meta’s financing deal continued to boost buying in semiconductor and AI-related stocks.
Facts
Taiwan stocks opened up 306.56 points today (the 28th), at 46,402.79 points, and then extended their gains to more than 700 points.
The Philadelphia Semiconductor Index rose 399.04 points, or 3.60%, to 11,482.51 points.
Taiwan index futures rose 774 points, or 1.68%, in overnight trading, closing at 46,880 points.
Anthropic filed an application to list on Nasdaq, reviving market enthusiasm for AI-related stocks.
Demand for Meta’s $25 billion stock offering reached 5 times the size of the issue.
台積電 futures rose NT$42, or 1.75%, after the regular session, closing at NT$2,438.
Oct. 28 international news briefing | Trump enlists 3 American football stars to campaign; Israeli Arab party doubles its seats; Philippine military tracks Liaoning carrier throughout its passage near Mindanao
Published ・ Source Taiwan | 風傳媒
風傳媒 compiled the top international stories on Oct. 28, covering Trump courting sports stars ahead of the U.S. midterm elections, a shift in Israel’s election landscape, the Liaoning’s passage through Philippine waters, and changes in the Taipei mayoral race.
Facts
Trump was joined by 3 American football stars during a campaign event in Texas on the 27th: Manziel, McCoy and Amendola.
Anthropic, the artificial intelligence company behind Claude, formally filed an IPO application with the U.S. Securities and Exchange Commission (SEC), planning to list on Nasdaq under the ticker “ANT.”
Anthropic recorded revenue of US$16.286 billion in the first half of this year, about 14 times the US$1.163 billion it reported in the same period last year.
Exit polls for Israel’s parliamentary election showed Benjamin Netanyahu’s bloc losing its majority, while the projected number of seats held by Palestinian parties surged from 10 to 17 to 18.
A Chinese carrier strike group led by the Liaoning sailed through waters off Mindanao in the Philippines. The Philippine military dispatched a patrol ship and Black Hawk helicopters to track it throughout its passage.
時事通信 reported on the Taipei mayoral race, citing a TVBS poll that put Chiang Wan-an’s support at 49% and Shen Po-yang’s at 41% in the first half of this month.
Anthropic posted a net loss of US$80.748 billion in the first half of the year, of which US$72.388 billion came from fair-value losses on convertible notes, derivative liabilities and future equity agreements (SAFEs).
Should you sit in the aisle or by the window on a flight? Frequent flyers reveal 5 seat-selection tips: choose this spot for a “quiet, comfortable flight where you can sleep from takeoff to landing”
Published ・ Source Taiwan | 風傳媒
This article offers a guide to choosing economy-class seats, recommending seats over the wings, away from engines, in front-row aisles, middle window seats and emergency-exit rows for 5 needs: motion sickness, noise, getting off quickly, sleep quality and legroom. It cites CDC guidance and academic research.
Facts
Original美國疾病管制與預防中心（CDC）在《Yellow Book 2026》中指出，減輕暈動症的最佳方法是避開機身晃動劇烈區域，建議易暈機者選擇靠近機翼的位置。
A study in the Journal of Exposure Science & Environmental Epidemiology collected data from 200 commercial flights and found that the median cabin noise level was about 83.5 decibels, with levels affected by seat location and distance from the engines.
長榮航空 designates some front-row economy seats as preferred seats. The airline says they are suitable for passengers who want to get off the plane sooner after arriving at their destination.
Some of 長榮航空’s Extra Legroom Seats are in emergency-exit rows, but they are not available simply by paying extra; passengers must meet specific eligibility requirements.
Under 長榮航空’s current rules, passengers under 15, those unable to understand emergency evacuation instructions, those with limited mobility, and those who need to care for young children may not be eligible to sit in emergency-exit seats.
Can parents switch their National Health Insurance coverage to a low-income daughter and receive a senior health insurance subsidy? Social Affairs Bureau reveals the key: get this wrong and eligibility is revoked
Published ・ Source Taiwan | 風傳媒
The Taipei City Government’s Department of Social Welfare clarified eligibility for senior health insurance subsidies, emphasizing that the tax rate of the person claiming the parents as dependents applies, not the person whose insurance they are attached to. If a child subject to a 20% tax rate claims them as dependents, switching their coverage to a low-income child will not help.
Facts
The Taipei City Government Department of Social Welfare said clearly that as long as a son in the 20% tax bracket still claims his parent as a dependent on his tax return, the parent is not eligible for the elderly health insurance subsidy even if the insurance is switched to a daughter in the 5% tax bracket.
Eligibility for the elderly health insurance subsidy is determined by “who claims the person as a dependent on their tax return,” not by “whose name the health insurance is under.”
Taipei City’s general health insurance premium subsidy for older adults covers people aged 65 and older and Indigenous people aged 55 and older.
Eligible older adults in Taipei City can receive a subsidy of up to NT$826 per person per month.
The Legislative Yuan passed amendments to Article 22 of the Senior Citizens Welfare Act in its third reading on Oct. 16, stipulating that the central government will fully cover health insurance premiums for people aged 65 and older whose total consolidated income falls below the filing threshold or whose tax rate is below 20%.
74-year-old woman spends NT$6.2 million on luxury retirement home, regrets it after just 1 month: Expert explains why
Published ・ Source Taiwan | 風傳媒
Japanese experts say that even luxury retirement homes can suffer care delays because of staff shortages despite their high fees, and urge people to carefully check licensing, night-shift staffing and contract details before moving in.
Facts
Yayoi, 74, sold her home to pay 30 million yen (about NT$6.2 million) to move into a luxury retirement home in Tokyo, but regretted it after 1 month when she waited more than 15 minutes for a nighttime call bell to be answered.
Japanese media outlet THE GOLD ONLINE published an article by social worker and financial planning consultant Takuya Takeda analyzing the realities of care at luxury retirement homes.
Takuya Takeda said that high entry fees do not guarantee one-on-one care, and that some facilities calculate their published staffing ratios using full-time-equivalent figures, which does not mean the same ratio of staff is on duty at every time of day.
The Taoyuan City Government Department of Social Welfare recommends asking the person in charge to show the facility’s registration certificate during a visit, and checking that the address, street number and floor listed on the certificate match the actual facility.
Under Article 42 of Taiwan’s Long-Term Care Services Act, long-term care facilities must sign a written contract with the service user, a family member or the person paying for the service.
Yayoi receives a monthly retirement pension of about 150,000 yen and has savings of about 30 million yen. She previously lived alone in her own home.
Care facilities in Japan commonly struggle to recruit and retain employees, and luxury retirement homes are no exception, leaving staff to care for multiple residents at the same time.
The News Lens: The promise Lai Ching-te doesn’t want to face! Social housing target of 130,000 units cut to 30,000? Central and local governments may both pull out
Published ・ Source Taiwan | 風傳媒
The Social Housing Advocacy Consortium revealed that a new central government draft would cut the direct construction target for social housing from 130,000 units to 30,000 and would end local government subsidies in 2028. The consortium warned that this could lead both central and local governments to scale back construction, worsening the housing justice crisis. Although many local candidates have pledged to maintain the original target, financial and regulatory disputes remain unresolved.
Facts
The central government’s social housing policy has taken a major turn, with a new draft cutting the scale of direct construction to about 30,000 units.
A new central government plan proposes ending subsidies for local governments’ non-self-financing expenses starting in 2028.
The central government initially set a social housing stock target of about 3% of the housing stock in the six special municipalities, but the new plan lowers it to 2%.
The central government had previously planned a total of 52,000 social housing units in New Taipei City; the new plan adjusts that figure to 39,000.
Taipei Mayor Chiang Wan-an said that if subsidies are adjusted, Taipei’s social housing program will face a funding gap of more than NT$6.4 billion.
The central government currently provides more than eight-tenths of the total social housing construction funding in Tainan and Kaohsiung.
Measured against the original medium- and long-term urban targets, the six special municipalities still have a shortfall of 78,400 units.
The News Lens: 台大醫院 overwhelmed after the holiday break! Patients wait more than 100 minutes for blood tests; medical community warns aging population and staff shortages could mean even longer lines
Published ・ Source Taiwan | 風傳媒
Emergency, outpatient and blood-draw services at 台大醫院 were packed with long lines after the holiday break, with the longest wait for a blood test after the Mid-Autumn Festival reaching 130 minutes. Medical professionals say population aging and staff shortages could worsen the congestion.
Facts
Three consecutive holiday periods—the Mid-Autumn Festival, Double Ten National Day and Retrocession Day—fell between late September and late October this year, and 台大醫院 was nearly overwhelmed by patients after each break.
After the Mid-Autumn Festival holiday, some people had to wait as long as 130 minutes for a blood test.
After the Retrocession Day holiday, blood-test wait times at 台大醫院 exceeded 100 minutes, and patients also had to wait 1 hour to pay their bills.
Medical professionals warn that as Taiwan’s population rapidly ages and healthcare staffing shortages persist, congestion at major hospitals before and after holiday breaks could become increasingly severe.
On-site volunteers once advised people who had been waiting a long time to come back another day.
In-depth interview: Is Russia heading for victory? Nobel Peace Prize laureate counters: If Putin wins, it would set a terrible precedent for Europe and the world
Published ・ Source Taiwan | 風傳媒
Former European Commission President José Manuel Barroso disputed the claim that Russia is heading for victory in an interview with 風傳媒, saying the Russia-Ukraine war is deadlocked and Russian casualties are higher. He stressed that supporting Ukraine is key to avoiding an all-out war between NATO and Russia, and dismissed the possibility of Ukraine joining NATO as one of Putin’s lies.
Facts
Barroso believes the Russia-Ukraine war is currently deadlocked, and that Russia is not heading for victory.
Barroso said independent reports show that Russian casualties are far higher than Ukrainian casualties.
Barroso said Ukraine will not join NATO, calling that claim one of Putin’s lies.
Barroso stressed that allowing Russia to win would set a very bad precedent for Europe and the world.
The rich don’t drive Mercedes-Benz or BMW! Taiwan’s September luxury-car sales leader is this brand; owners praise its refined interior and equipment, powerful performance and easy handling
Published ・ Source Taiwan | 風傳媒
Taiwan’s luxury-car market saw a delivery peak in September 2026, with the Tesla Model Y taking the top spot with record sales of 5,154 units. The Mercedes-Benz CLA climbed to third place with the addition of a new model, while the Lexus NX held second place, highlighting strong sales across the brands.
Facts
The Tesla Model Y had 5,154 registrations in September 2026, setting a record and taking the top spot among individual models in the luxury-car market.
The Mercedes-Benz CLA recorded 533 registrations in September, ranking third, largely thanks to the addition of the Shooting Brake model to deliveries.
Mercedes-Benz took 5 of the top 10 spots among imported luxury cars in September, with the CLA, GLC, GLA, GLE and S-Class.
Tesla’s monthly market share surged to 14.3% in September, with cumulative sales of 14,469 units in the first 9 months.
The Lexus NX held second place with 858 units, continuing to serve as the brand’s core sales pillar.
The BMW X3 recorded 319 registrations in September, maintaining steady sales and holding its place among SUVs.
The Mercedes-Benz S-Class began its first deliveries soon after the launch of its facelift, making it the only luxury full-size flagship sedan in the top 10.
The number of Taiwanese students attending universities in mainland China fell sharply after reaching a peak in 2017.
In the latest issue of its Exchange magazine, 海基會 revealed data on the number of Taiwanese students going to mainland China and four key reasons behind the trend.
The youth unemployment rate in mainland China has been reported at 14.9%.
Academic qualifications from mainland China have limited recognition in Taiwan, and graduates may be unable to take national examinations.
Options for Taiwanese students to pursue further education overseas continue to expand, creating a crowding-out effect on study in mainland China.
Behind the scenes: Ko Wen-je is troubled! Shen Po-yang’s “foreign tide” has Chiang Wan-an cornered—and may soon drown the Taiwan People’s Party too
Published ・ Source Taiwan | 風傳媒
The DPP’s Shen Po-yang is pressing the KMT’s Chiang Wan-an with his “foreign tide,” while members of the Taiwan People’s Party disagree over where their supporters are headed. Wang Shijian believes many young TPP supporters back Shen, Chen Chih-han acknowledges they may vote for Shen, while Huang Kuo-chang refuses to analyze the relevant polling.
Facts
DPP Taipei mayoral candidate Shen Po-yang is pressing incumbent KMT Taipei Mayor Chiang Wan-an with his “foreign tide.”
Former Taiwan People’s Party legislator Huang Shan-shan once ran for Taipei mayor as an independent and won 340,000 votes.
DPP legislator 王世堅 believes most of the “little grass” supporters will back 沈伯洋.
TPP Chair 黃國昌 said there was no need to waste time analyzing 信民協會’s poll.
TPP legislative caucus director 陳智菡 admitted she did not think TPP supporters necessarily would not vote for 沈伯洋.
Golden Names in Every Industry》From Penghu to Linbian, a black beach gradually gains color: 大小港邊’s 呂佩芸 finds a reason to stay
Published ・ Source Taiwan | 風傳媒
This article traces 呂佩芸’s journey working at 大小港邊 in Linbian, Pingtung, for nearly 9 years after moving from Penghu. Initially unaccustomed to the local black-sand beach environment, she gradually became part of the community through local activities such as catching sand crabs at night and later became chief operating officer. She shares how she adapted when facing career challenges and offers advice to young people.
Facts
呂佩芸 is from Penghu and was used to golden beaches. When she first arrived in Linbian, the black-sand shore and fish farms felt unfamiliar, and she disliked the environment.
鄭佑軒, founder of 大小港邊, taught 呂佩芸 how to catch sand crabs at night, marking a turning point in her outlook.
呂佩芸 has worked in Linbian, Pingtung, for nearly 9 years.
呂佩芸 is now chief operating officer of 大小港邊, responsible for leading the team’s development.
呂佩芸 believes the most important thing when doing local work is to take good care of yourself and seek discussion and support.
張孝全 and 蘇慧倫’s The Wedding You Owe Me loses out! Netflix’s strongest Taiwanese dramas of the past 3 years: The Top 10 champion outscored The Victims’ Game and left viewers crying through a whole box of tissues
Published ・ Source Taiwan | 風傳媒
This article ranks 10 highly rated Taiwanese dramas released on Netflix between 2024 and 2026, based on Douban scores and PTT discussions. Four shows, including The Queen of News, received the highest rating of 8.3, while The Wedding You Owe Me ranked No. 5 with a score of 7.8.
Facts
The article rounds up 10 highly rated Taiwanese dramas released on Netflix in Taiwan from 2024 through October 2026.
The Journalist: The Death of a Star is led by 林予晞 and 薛仕凌 and has a Douban score of 7.5.
The Outlaw Doctor is led by 張鈞甯 and 連炳發 and has a Douban score of 7.5.
Let’s Talk About Chu is led by 楊謹華 and 陳嘉樺 and has a Douban score of 7.6.
Original《愛愛內含光》由詹子萱、柯震東主演，豆瓣評分7.7分。
Original《何百芮的地獄戀曲》由郭書瑤、姚淳耀主演，豆瓣評分7.8分。
The Wedding You Owe Me is led by 張孝全 and 蘇慧倫 and has a Douban score of 7.8.
The Queen of News, The Making of an Ordinary Woman, The World Between Us, and Forget You Not all received positive ratings of 8.3.
Golden Names in Every Industry》From an old grocery store to fish education! 大小港邊 takes root in Linbian and puts the “fishline chair uncle” on the instructor’s stage
Published ・ Source Taiwan | 風傳媒
社團法人大小港邊地方創生協會 has taken root in Linbian, Pingtung, transforming everyday fishing-village life into fish education and craft experiences, starting from an old grocery store. The team overcame early revenue struggles and succeeded in making local residents instructors, passing on local culture and empowering young people.
Facts
大小港邊 was established at the end of 2017, starting out in the old grocery store belonging to founder 鄭佑軒’s grandfather in Linbian, Pingtung.
Chief operating officer 呂佩芸 explained that the name “大小港邊” comes from Dapeng Bay, Xiaoliuqiu, Donggang and Linbian.
During the 2019 Lantern Festival, no one signed up for the team’s package tour featuring fish cleaning, sand-crab fishing and dinner, so the team switched to selling rice rolls, which received positive reviews.
The team discovered that every household in the area had a fishline chair, so it learned the weaving technique from local elders and turned it into an experiential course.
Currently, revenue from 大小港邊’s own products and government subsidies each account for about half of its income.
大小港邊 was officially registered on October 13, 2020, as 社團法人大小港邊地方創生協會.
10/28 Morning News | Tainan department store with a 30-year history to close in 4 days, with clearance discounts starting at 1折; Wei family of Ting Hsin returns to 台北101 after 8 years; new details emerge in Lake Kawaguchi murder case
新光三越’s Tainan Zhongshan store will close on October 31, with clearance discounts starting at 1折.
台灣伊藤忠投資公司 will transfer all of its approximately 17.274% stake in 台北101 to 成美創投.
The arrested woman surnamed 楊 left her group around noon the day before the incident and went alone to a kitchenware store outside Yamanashi Prefecture to buy a knife.
蘋果 unveiled the 14-inch MacBook Pro and 24-inch iMac equipped with its next-generation M6 chip.
A van crashed into a utility pole in Yanpu Township, Pingtung County, leaving 1 dead and 7 injured.
Commentary: Amid the “blue current,” who still remembers 徐佳青’s scandal?
Published ・ Source Taiwan | 風傳媒
Former Overseas Community Affairs Council chief 徐佳青 resigned over a scandal, but was feted at a banquet at the Grand Hotel, sparking controversy over the misuse of public resources and abuse of privilege. The premier and the acting council chief defended her, while the Control Yuan had previously penalized her over a conflict of interest. The affair became a focal point in the DPP’s election storm.
Facts
徐佳青, the former head of the Overseas Community Affairs Council, left office in disgrace amid a scandal, only to become the center of attention at a banquet at the Grand Hotel, where she was celebrated as the guest of honor.
Last year, 徐佳青 used her privilege to arrange for her son to take part in the “登東沙島” activity. The Control Yuan found that this constituted a “conflict of interest” and fined her NT$100,000.
徐佳青’s American husband, 唐博偉, drove an official vehicle belonging to the Taipei Economic and Cultural Representative Office in the United States for private use, traveling freely across state lines.
Acting council chief 李妍慧 submitted a “Report on the Implementation of Official Overseas Assignment and Inspection Expenses” that was virtually blank—an “empty book.”
【フィデリティ投信株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－25th period (2025/08/01－2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
Fidelity Investment filed its 25th-period securities report. Operating revenue was about 78.2億円 and net income about 72.9億円, representing a substantial increase in earnings. Total assets also rose, expanding the scale of its operations.
Facts
Operating revenue for the 25th period was 7,819,770,191 yen.
Total assets at the end of the period were 33,170,211,908 yen.
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－17th period (2025/08/11－2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
Nomura Asset Management filed a securities report for an investment trust linked to India’s Nifty50 Index. Net assets at the end of the period were about 513億円.
Facts
Nomura Asset Management filed a securities report.
Net assets at the end of the period totaled 51,308,985,136 yen
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－16th period (2025/08/11－2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
Nomura Asset Management filed its 16th-period report on 2026年10月28日, covering August 2025–August 2026. Current assets totaled about 308億円, and net assets also increased. The figures show the expansion of the Dow Jones-linked investment trust.
Facts
Nomura Asset Management filed its 16th-period securities report.
アセットマネジメントＯｎｅ株式会社 filed a securities report for the 42nd period covering Jan. 29 to July 28, 2026, disclosing net income of approximately 13.8 billion yen and a net asset value of 3.3374 yen.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report for the 42nd period on Oct. 28, 2026.
Operating revenue for the 42nd period was 14,245,202,451 yen.
Original2026年7月31日現在の１口当たり純資産額は3.3374円である。
The return for the 42nd specified period was 19.1%.
【フィデリティ投信株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－25th period (2025/08/01－2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
フィデリティ投信株式会社 filed a securities report for the 25th period on Oct. 28, 2026. Net assets for the period were approximately 6.49 billion yen, and the return was 14.6%.
Facts
フィデリティ投信株式会社 filed a securities report for the 25th period (2025/08/01–2026/07/31) on Oct. 28, 2026.
The fund is intended to invest contributions made by individuals or employers under the Defined Contribution Pension Act.
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－16th period (2025/08/11－2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
野村アセットマネジメント filed the 16th-period report for a Thailand market-linked investment trust. It noted that net assets and operating profit increased and that the fund uses Thailand futures transactions.
Facts
Nomura Asset Management filed a securities report for beneficiary certificates of domestic investment trusts.
Operating profit for the period was 365,989,611 yen.
大和アセットマネジメント filed a securities report for domestic investment trust beneficiary securities. The net assets of its fund tracking the TSE REIT Index reached approximately 15.2 billion yen, while it recorded an operating loss of 510 million yen.
Facts
Original大和アセットマネジメントは有価証券報告書を提出した。
Net assets at the end of the period were 15,190,183,045 yen.
The operating loss for the period was 510,401,232 yen.
The fund's objective is to track the rate of change in the TSE REIT Index.
フィデリティ投信 filed a securities report for the 41st period for domestic investment trust beneficiary securities. It recorded total assets of approximately 4.53655 billion yen, net assets of approximately 4.51013 billion yen, and operating profit of approximately 273.21 million yen.
Facts
フィデリティ投信株式会社 filed a securities report (domestic investment trust beneficiary securities) for the 41st period.
Total assets at the end of the period (as of 2026/07/31) were 4,536,549,648 yen.
Net assets at the end of the period were 4,510,128,191 yen.
Operating profit for the period was 273,208,133 yen.
The fund invests in equities around the world through investments in beneficiary securities of the フィデリティ・グローバル・エクイティ・オープン・マザーファンド.
野村アセットマネジメント filed a securities report for an investment trust tracking the NASDAQ-100. Assets at the end of the 9th period grew to approximately 14.75 billion yen, and net assets also increased.
Facts
Nomura Asset Management filed a securities report for beneficiary certificates of domestic investment trusts.
Total assets at the end of the period were 14,752,630,178 yen.
The fund's trust money limit is 1 trillion yen.
Beneficiary interests can be traded on the Tokyo Stock Exchange in units of 1 or more, in increments of 1 unit.
【野村アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－16th period (2025/08/11－2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
野村アセットマネジメント filed the 16th-period report for an investment trust tracking the NASDAQ-100. Net assets and operating profit grew significantly, indicating an expansion in the scale of the trust.
Facts
野村アセットマネジメント filed a securities report for the 16th period (2025/08/11–2026/08/10).
Net assets at the end of the period were 117,899,585,846 yen.
The fund is an open-end equity investment trust that uses the NASDAQ-100 Index (including pretax dividends) as its target stock index.
The trust money limit is 1兆円.
Beneficiary interests can be traded on the Tokyo Stock Exchange.
宏偉 (4565): Clarification of media reports concerning the company
Published ・ Source Taiwan | 公開資訊觀測站
宏偉 (4565) clarified media reports, saying that claims about an AI-driven expansion wave boosting orders, orders on hand doubling and a planned November OTC listing were market estimates, not information released by the company. The actual situation should be based on disclosures on the Market Observation Post System.
Facts
Report date: 115/10/27
Orders related to major technology companies account for 59%
The company expects to list on the OTC market on November 19
Revenue in the first half of this year was 3.89億元
Year-on-year increase of 9.6%
Nearly 6,000 units of equipment maintained in the first 3 quarters
臺慶科 (3357): The company has been invited to take part in the “TPEx & Taishin Taiwan Corporate Day” organized by 櫃買中心 and 台新證券.
Published ・ Source Taiwan | 公開資訊觀測站
臺慶科 (3357) announced that it has been invited to take part in the “TPEx & Taishin Taiwan Corporate Day” organized by 櫃買中心 and 台新證券 in Singapore, where it will discuss its operating performance and other related information.
Facts
Date of occurrence: 115/10/29
Original召開法人說明會之時間：09 時 00 分
The company has been invited to attend on 2026/10/29
星雲 (8047): Announcement on the disposal (sublease) of a right-of-use asset
Published ・ Source Taiwan | 公開資訊觀測站
星雲 (8047) announced that its board resolved on 115年10月27日 to sublease the right-of-use asset at 5F., No. 19-6, Sanchong Rd., Nangang District, Taipei City, to its subsidiary 天良生物科技企業股份有限公司. The lease runs from 115年11月1日 to 121年12月31日 (including the initial rent-free period), and the right-of-use asset is valued at 22,352,160元.
安邦生技* (7784): Announcement that the company’s board resolved to convene its first extraordinary shareholders’ meeting of 115
Published ・ Source Taiwan | 公開資訊觀測站
安邦生技* (7784) announced that its board of directors resolved to hold its first extraordinary shareholders’ meeting on December 15, 115, to discuss a proposed private placement of common shares.
台灣自來水公司 implemented a water outage in Zhanghe and Zhangxing villages, Nantou City, Nantou County, on October 28, 2026, to carry out emergency repairs to a burst pipe on Huayang Road. The outage ran from 8:09 a.m. to 12 p.m.
台灣自來水公司 issued a water outage alert for Neixin Village, Nantou City, Nantou County, to carry out emergency repairs to a leak beside No. 136 Nanying Road. The outage ran from 07:29 to 15:00 on October 28, 2026.
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
Published ・ Source Taiwan | 國家災害防救科技中心
The Water Resources Agency 水利署 issued an updated notice on Hushan Reservoir's free overflow into Beigang River, affecting multiple townships and cities in Yunlin County and Chiayi County. Residents along the banks are advised to be extra alert and keep away from the riverbed.
Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
水利署 issued a free-flow discharge alert for water released from Baoshan Second Reservoir into Shijing Creek, affecting Baoshan and Emei townships in Hsinchu County and the East, North and Xiangshan districts of Hsinchu City. Residents were urged to stay alert and keep away from the riverbed.
Land strong wind advisory (yellow signal) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, New Taipei City, Hsinchu City, Hsinchu County, Changhua County, Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a land-based strong wind advisory (yellow light), saying that strong northeasterly winds were likely in several counties and cities from the morning through the evening of the 28th, with average winds of force 6 or higher or gusts of force 8 or higher.
パナケイア製薬 “Shin Kurief Gastrointestinal Medicine Plus” — Recall
Published ・ Source Japan | 消費者庁
パナケイア製薬 is recalling “Shin Kurief Gastrointestinal Medicine Plus” after finding lots in which the content of the active ingredient sodium copper chlorophyllin fell below the approved specification.
WSオーディオロジージャパン is recalling its HB-T2H hearing aid because the high-frequency waveform of the standard frequency response curve differs from the one submitted in the certification application.
Recipients of the FY Reiwa 8 Health, Labour and Welfare Minister’s Commendations for Contributions to Nutrition (Contributions to Dietary Improvement Programs and Community Organizations) Announced
Published ・ Source Japan | 厚生労働省
The Ministry of Health, Labour and Welfare selected 45 individuals and 22 organizations for their contributions to promoting and improving nutrition and dietary improvement programs, and announced them as recipients of the FY Reiwa 8 Health, Labour and Welfare Minister’s Commendations for Contributions to Nutrition. The awards ceremony is scheduled to be held in Tokushima Prefecture on Nov. 17.
Companies mentioned：國家科學及技術委員會、國科會、國家災害防救科技中心、災防科技中心、亥姆霍茲赫爾翁研究中心、Helmholtz-Zentrum Hereon、Hereon研究中心、氣候服務中心、Climate Service Center Germany、GERICS、駐德國台北代表處
Advancing Taiwan-U.S. sharing of modern history archival resources: 近史所 and 史丹佛大學胡佛研究所圖書檔案館 sign memorandum of cooperation
Published ・ Source Taiwan | 中央研究院
中央研究院近代史研究所 and 史丹佛大學胡佛研究所圖書檔案館 in the United States signed a memorandum of cooperation to advance Taiwan-U.S. sharing of modern history archival resources, academic research and personnel exchanges.
Facts
More than 70 years of history
More than 5 million archival items in the collection
Making the most of rainfall from Typhoon Cempaka, reservoirs near capacity; 水利署 says confidence in stable dry-season water supply has increased
Published ・ Source Taiwan | 經濟部水利署
水利署 said rainfall from Typhoon Cempaka brought the storage rates of major reservoirs across Taiwan to between 84% and 100%, with overall water conditions normal. 水利署 will continue to monitor water conditions and promote water-saving measures to ensure a stable supply during the dry season.
Facts
Cumulative benefits from water conservation and transfers reached 490 million tons
Estimated total inflow: about 276 million tons
Storage rates between 84% and 100%
石門水庫 storage rate reached 100%
Combined storage rate of the Hsinchu Baoshan and Baoshan Second reservoirs reached 96%