力旺(3529): Announcement of the company’s 115年 third-quarter consolidated financial report
Published ・ Source Taiwan | 公開資訊觀測站
力旺電子股份有限公司 announced that its 115年 third-quarter consolidated financial report has been reviewed by accountants and that the relevant announcement and filing have been completed.
濱川 (1569): Announcement by subsidiary 蘇州濱川精密工業有限公司 of an endorsement/guarantee meeting the requirements of Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees
陽程 (3498): The Company's securities have recently met the criteria for the publication of trading information alerts, so the relevant information is announced to help investors distinguish and understand the situation.
Published ・ Source Taiwan | 公開資訊觀測站
陽程 (3498) announced substantial growth in monthly and quarterly revenue and earnings, and stated that the financial data were prepared in accordance with IFRS.
Facts
Operating revenue (million yuan) 374
Change from the same period last year%... 270.3%
Pre-tax net profit (million yuan) 101
Change from the same period last year%... 98.0%
Net profit attributable to owners of the parent (million yuan) 89
Change from the same period last year%... 394.4%
Earnings per share (yuan) 1.47
Change from the same period last year%... 390.0%
Operating revenue (million yuan) 814
Change from the same period last year%... 74.7%
Pre-tax net profit (million yuan) 256
Change from the same period last year%... 282.1%
Net profit attributable to owners of the parent (million yuan) 209
Change from the same period last year%... 895.2%
Earnings per share (yuan) 3.46
Change from the same period last year%... 917.6%
Operating revenue (million yuan) 1814
Pre-tax net profit (million yuan) 386
Net profit attributable to owners of the parent (million yuan) 268
東典光電 (6588): Announcement by subsidiary 科沃斯先進股份有限公司 of the acquisition of the right-of-use asset of real estate from a related party (supplementary announcement; approved by the Company's extraordinary shareholders' meeting)
Published ・ Source Taiwan | 公開資訊觀測站
東典光電 announced that its subsidiary 科沃斯先進 acquired the right-of-use asset of real estate in Xianxi Township, Changhua County, from related party 穗曄實業. The total transaction amount is approximately NT$326 million, for operational needs.
Facts
Leased area: 1,047.62 ping
Total monthly rent: NT$1,540,105 (excluding tax)
Total right-of-use asset amount: NT$325,583,810
The lease term is expected to be 20 years from the effective date of the contract
特昇-KY announced the exercise of the redemption right for its 3rd unsecured convertible bonds. OTC trading of the bonds will terminate on Dec. 18, 115, and the redemption price is NT$壹拾萬元 per bond.
東典光電 (6588): Announcement of important resolutions of the Company's 1st extraordinary shareholders' meeting in 115
Published ・ Source Taiwan | 公開資訊觀測站
東典光電 announced the important resolutions of its 1st extraordinary shareholders' meeting in 115, including the acquisition by its subsidiary 科沃斯先進 of the right-of-use asset of real estate from a related party.
旭東 (4537): The Company's board resolved to issue new shares for a cash capital increase before its initial listing.
Published ・ Source Taiwan | 公開資訊觀測站
旭東 (4537)'s board resolved to issue new shares for a cash capital increase before its initial listing, with total proceeds expected to be approximately NT$1.162 billion. The funds will be used to repay bank loans and strengthen working capital.
Facts
10,760,000 common shares
Par value per share: NT$10
Total issuance amount: NT$107,600,000
The issue price per share is tentatively set at a premium of NT$108
Total proceeds expected to be NT$1,162,080,000
15% of the shares in this issuance will be reserved
A total of 1,614,000 shares will be subscribed by employees
Number of shares for public sale: 9,146,000
The remaining 85% will be handled in accordance with Article 28-1 of the Securities and Exchange Act
三地能源 (6946): Announcement by important subsidiary 三陸儲能股份有限公司 that its board resolved to approve a cash capital increase through the issuance of new shares and related matters
Published ・ Source Taiwan | 公開資訊觀測站
三地能源 (6946) announced on behalf of its subsidiary 三陸儲能股份有限公司 that the board resolved to approve a cash capital increase through the issuance of 69,842,200 new shares. The par value and issue price are both NT$10 per share, for a total of NT$698,422,000, to strengthen working capital.
三地能源 (6946): Announcement by important subsidiary 三陸儲能股份有限公司 of important board resolutions
Published ・ Source Taiwan | 公開資訊觀測站
三地能源 announced resolutions adopted by the board of its important subsidiary 三陸儲能股份有限公司, including amendments to the Articles of Incorporation and approval to issue new shares in a cash capital increase for the 1st time in 115.
三地能源(6946): Announces changes to the company’s chief financial officer, chief accountant and corporate governance officer
Published ・ Source Taiwan | 公開資訊觀測站
三地能源(6946) announced changes to its chief financial officer, chief accountant and corporate governance officer. 廖珮妤 resigned for personal career planning reasons, and 趙容仙 will serve as acting officer. The appointment of a new officer will be announced after a board resolution.
迎輝(3523): Announces the current ratio, quick ratio and debt ratio from its unaudited consolidated financial report for September 115
Published ・ Source Taiwan | 公開資訊觀測站
迎輝(3523) announced its unaudited consolidated financial report for September 115, with a current ratio of 27.65%, a quick ratio of 21.27% and a debt ratio of 80.82%.
頂祺(7952): Announces receipt of all proceeds from the company’s second cash capital increase in 115 and the record date for the capital increase
Published ・ Source Taiwan | 公開資訊觀測站
頂祺(7952) announced that it had received all proceeds from its second cash capital increase in 115, totaling NT$121.8 million, and set October 29 as the record date for the capital increase.
邁達康網路事業股份有限公司 corrected information on loans of funds and endorsements and guarantees to 彭博實業有限公司 for the period from December 114 to September 115. The main change was reclassifying the recipient from a non-related party to a related party.
台星科(3265): Announces acquisition of machinery and equipment worth at least NT$500 million
Published ・ Source Taiwan | 公開資訊觀測站
台星科 announced the acquisition of machinery and equipment worth at least NT$500 million, for a total of approximately NT$584 million. The counterparty is TOKYO ELECTRON LTD.
昇達科(3491): Announces unaudited consolidated earnings for the first three quarters of 115
Published ・ Source Taiwan | 公開資訊觀測站
昇達科 announced its unaudited consolidated earnings for the first three quarters of 115. Revenue and profits both grew substantially, benefiting from expanding demand for low-Earth-orbit satellites, and the company is planning to expand facilities in Taiwan, the U.S. and Vietnam.
Facts
Operating revenue: 2,765,123
Surged 71% from the same period last year
Gross margin rose from 47% in the same period last year to 55%
Consolidated operating profit for the first three quarters reached NT$750 million
台星科(3265): Announces acquisition of machinery and equipment worth at least NT$500 million
Published ・ Source Taiwan | 公開資訊觀測站
台星科 announced the acquisition of machinery and equipment worth at least NT$500 million, with a total transaction amount of approximately NT$1.608 billion. The counterparty is 愛德萬測試股份有限公司.
汎瑋材料(6967): Announces unaudited consolidated earnings for the third quarter of 115
Published ・ Source Taiwan | 公開資訊觀測站
汎瑋材料 announced unaudited consolidated earnings for the third quarter of 115. Operating revenue for months 1-9 reached NT$1.238 billion, and pre-tax net income was NT$138 million.
浩泰(4131): On behalf of major subsidiary 八億實業股份有限公司, announces board resolution to issue new shares through a cash capital increase
Published ・ Source Taiwan | 公開資訊觀測站
浩泰(4131), on behalf of major subsidiary 八億實業股份有限公司, announced a board resolution to issue new shares through a cash capital increase totaling NT$31 million to bolster working capital and improve the financial structure.
濱川(1569): The company’s securities have repeatedly met the criteria for the publication of trading information warranting investor attention; relevant information is announced to help investors distinguish and understand the situation
Published ・ Source Taiwan | 公開資訊觀測站
濱川(1569) announced that its securities have repeatedly met the criteria for the publication of trading information warranting investor attention. It also disclosed material information, including the reassignment of a subsidiary director and endorsements and guarantees, and provided financial and operating data for a single month, a single quarter and the latest four quarters on a cumulative basis.
Facts
Operating revenue (million dollars): 402
Pre-tax net income (million dollars): 93
Net income attributable to owners of the parent (million dollars): 87
Earnings per share (dollars): 0.60
Operating revenue (million dollars): 819
Pre-tax net income (million dollars): -106
Net income attributable to owners (million dollars): -135
Earnings per share (dollars): -0.94
Operating revenue (million dollars): 3,195
Pre-tax net income (million dollars): -389
Net income attributable to owners (million dollars): -503
台微醫 (6767): Announces the date of the board meeting to review the company's financial report for the 3rd quarter of 115
Published ・ Source Taiwan | 公開資訊觀測站
台微醫 (6767) announced that its board meeting to review the financial report for the 3rd quarter of 115 will be held on 115/11/06. The meeting notice will be issued on 115/10/29.
精材 (3374): The company's securities have repeatedly met the criteria for publication of trading information alerts recently; relevant information is therefore being announced to help investors distinguish and understand the situation.
Published ・ Source Taiwan | 公開資訊觀測站
精材 (3374) announced that its securities have repeatedly met the criteria for trading information alerts recently, and released financial data for September 115 and the 2nd quarter. Monthly revenue was NT$932 million and pretax profit was NT$283 million, up 21% and 27%, respectively, from the same period last year. Quarterly revenue was NT$2.185 billion and pretax profit was NT$487 million, up sharply by 42% and 576%, respectively, from the same period last year.
Facts
Operating revenue (million dollars) 932
Pretax profit (million dollars) 283
Net profit attributable to owners of the parent (million dollars) 228
台灣自來水公司 carried out emergency repairs after a 100M/M water main rupture, resulting in a water outage in Yanping and Yingchuan villages in Huwei Township, Yunlin County.
Due to emergency repairs for a water main rupture at No. 15, Alley 22, Lane 87, Guoguang 8th Street, 台灣自來水公司 suspended water service in parts of Yongkang District, Tainan City.
台灣自來水公司 issued a water outage alert for parts of Nantou County, including Fuxing, Fengshan and Fengming villages. The alert is effective from 15:52 to 18:30 on October 29, 2026.
內政部消防署 issued a major fire incident alert for a factory and warehouse on Chang'an Road in Xitun District, Taichung City, advising the public to stay away from the warning area.
台灣自來水公司 issued a water outage alert for Ren'an and Heshan villages in Gongguan Township, Miaoli County, due to pipeline repairs. The alert is effective from 15:40 to 19:00 on October 29, 2026.
台灣自來水公司 issued a water outage alert for Shanshang District, Tainan City. Construction and repairs are affecting Shanshang and Nanzhou villages, with the alert effective from 15:40 to 18:00 on October 29, 2026.
Water service will be suspended for replacement of water pipelines along County Highway 174 at the 22K marker in Hejian, Xiaying, as part of the road improvement project by 六甲區公所.
台灣自來水公司 is installing pressure-reducing valves as part of a pipeline replacement project in Dayuan and Guanyin districts, Taoyuan City, resulting in water outages in some areas.
台灣自來水公司 issued a water outage notice for Zhongzhou Village in Rende District, Tainan City, due to emergency repairs to a ruptured water main. The outage is scheduled from 15:33 to 17:30 on October 29, 2026.
內政部消防署 issued a fire alert for a residential complex on Wenxian Road in North District, Tainan City, advising the public to stay away from the warning area and not to gather to watch.
台灣自來水公司 issued a water outage alert for parts of Nanzi District, Kaohsiung City, affecting Yuping, Jintian and Renti villages. The alert is effective from 15:08 to 17:00 on October 29, 2026.
Due to emergency repairs to a ruptured water main at the bridge at No. 2, Zhongcun Lane, Lugu Township, 台灣自來水公司 issued a water outage notice for Yanping Village in Zhushan Township and Chuxiang Village in Lugu Township, Nantou County.
台灣自來水公司 issued a water outage alert for Longgang Village in Zhongli District, Taoyuan City, due to repairs to a leak at No. 32, Lane 692, Section 3, Longgang Road, Zhongli District. The outage is scheduled from 14:44 to 17:00 on October 29, 2026.
Emergency repairs to a ruptured water main on Gongxie Lane by 台灣自來水公司 have caused water outages in Sanlun Village, Mingjian Township, Nantou County, and Xiangshan and Bifeng villages, Tianzhong Township, Changhua County.
台灣自來水公司 issued an update on a water outage in parts of Beitun and Tanzi districts, Taichung City, due to emergency repairs to a ruptured water main. Affected areas include Renmei and Songqiang villages, and service is expected to resume at 17:00 on October 29, 2026.
台灣自來水公司 issued a water outage notice for parts of Nantou City, Nantou County, due to emergency repairs to a ruptured water main in front of No. 362, Wenhua Road. The outage affects Sanmin, Sanxing and Zhanghe villages and is effective from 14:23 to 17:00 on October 29, 2026.
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 notice on free overflow from Baoshan No. 2 Reservoir into Shijing Creek, affecting Baoshan Township and Emei Township in Hsinchu County, and East District, North District and Xiangshan District in Hsinchu City. Residents along the river are urged to be careful and stay away from the riverbed.
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
Published ・ Source Taiwan | 國家災害防救科技中心
水利署 issued an update on free spill from Hushan Reservoir into the Beigang River, affecting multiple townships in Yunlin County and Chiayi County. Residents along the river are urged to take care and stay away from the riverbed.
台灣自來水公司 issued an update on a water outage in Qiaonan Village, Yanshui District, Tainan, as emergency repairs are underway for a broken pipe on Lane 12, Xintai Road.
台灣自來水公司 will suspend water service in parts of Beidou Township and Tianwei Township, Changhua County, from 2026年10月29日至11月3日 for maintenance on the Beidou-115-116 district metering network.
台灣自來水公司 will suspend water service during the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, from 2026年10月29日至30日 to improve supply stability and reduce the risk of leaks.
台灣自來水公司 will carry out the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, from 2026年10月29日至11月2日 to improve supply stability and reduce the risk of leaks. Water service will be suspended during the work.
台灣自來水公司 will carry out the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, to improve supply stability and reduce the risk of leaks. Water service will be suspended during the work.
台灣自來水公司 will carry out the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, from 2026年10月29日至11月4日 to improve supply stability and ensure water safety. Water service will be suspended during the work.
台灣自來水公司 will carry out the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, to improve supply stability and ensure water quality. Water service will be suspended during the work.
台灣自來水公司 will carry out the first phase of a pipeline replacement project on County Route 169 in Leye Village, Alishan Township, Chiayi County, to improve supply stability and reduce the risk of leaks. Water service will be suspended during the work.
台灣自來水公司 is conducting pipeline network maintenance and leak detection in Zhuqi Township, Chiayi County, resulting in water outages in Zhuqi, Heping, Luman and Longshan villages.
Because of pipeline replacement work on Section 2 of Daya Road, Minsheng North Road and other roads in Chiayi City, water outages will occur in parts of the jurisdiction. Users are asked to conserve water and store water in advance.
台灣自來水公司 is replacing pipelines on Baoyi Road, Baokang Road and other roads in Chiayi City, causing water outages in parts of Houhu Village, East District.
台灣自來水公司 issued an update on water outages in Songshan Village, Mingjian Township, Nantou County, and Shangfeng and Hehe villages, Ershui Township, Changhua County. The outage is due to emergency repairs in front of No. 90, Songshan Street.
Water service will be suspended in Tongqing and Jianshan villages, Yingge District, New Taipei City, as crews carry out emergency repairs to a leak in front of No. 2, Alley 12, Lane 140, Jianshan Road.
台灣自來水公司 is conducting emergency repairs to a burst pipe at No. 76, Zhuwei South Street, Gangshan District, resulting in water outages in Taishang, Zhuwei and Bihong villages, Gangshan District, Kaohsiung.
Water service will be suspended in Bao'an and Baoxin villages, Xizhi District, New Taipei City, as crews carry out emergency repairs to a 350mm PVCP leak in front of No. 462, Section 3, Datong Road.
台灣自來水公司 is suspending water service in Danong and Dunong villages, Liuying District, Tainan, for a pipeline relocation project in Dajiaotui carried out in coordination with 農業部農田水利署.
Emergency repairs to a road leak in Anping District, Tainan, will cause a water outage and reduced water pressure in some areas from 10/29 13:00-16:30.
台灣自來水公司 is carrying out work that will suspend water service in Chang'an and Tanqian villages, Pingtung City, Pingtung County, to connect a severed water main on the Liouhe Bridge section of Guangfu Road.
台灣自來水公司 issued a water outage alert for multiple villages in East District, Hsinchu City, due to repairs at No. 28, Huayuan Street. The outage will run from 2026年10月29日12:38至17:00.
台灣自來水公司 will suspend water service in parts of Sandimen Township and Gaoshu Township, Pingtung County, from 2026年10月29日至30日 for a pipeline replacement project.
盛群 Q3 net profit up 4 times year on year; EPS at 1.55 yuan for first 3 quarters; security and BLDC growth seen next year
Published ・ Source Taiwan | 鉅亨網
Microcontroller maker 盛群 posted a 4 times year-on-year increase in third-quarter net profit, with EPS reaching 1.55 yuan for the first 3 quarters. The company is optimistic about growth in security and BLDC products and expects price increases to take effect from Q1 next year, though revenue growth remains constrained by competition for wafer capacity.
Facts
盛群's third-quarter after-tax net profit was 1.41億元, up 422% year on year.
盛群's cumulative EPS for the first 3 quarters was 1.55 yuan.
盛群's BLDC shipments in India have exceeded 200萬 units this year.
盛群 expects shipments of its battery furnace products to reach about 1,800萬 units this year, doubling from last year.
盛群 reported third-quarter revenue of 10.67億元, up 9% quarter on quarter and 42% year on year.
盛群 expects the impact of product price increases to be reflected in gross margin starting in the first quarter next year.
盛群 plans to introduce its data center storage area network (SAN) applications into mass production in the first quarter next year.
慧友 teams up with U.S. firm SiMa.ai to expand Physical AI product portfolio and advance commercialization in drone and autonomous system applications
Published ・ Source Taiwan | 鉅亨網
慧友 announced it had signed a memorandum of understanding with U.S.-based SiMa.ai to combine their technologies and commercialize Physical AI products, expanding into the drone and autonomous systems markets.
Facts
慧友 (5484-TW) and U.S.-based SiMa.ai signed a memorandum of understanding
The two sides will combine SiMa.ai's computing platform with 慧友's technology to commercialize Physical AI
慧友 showcased the EAC-10S ultra-compact Edge AI computing system powered by the Modalix™ MLSoC platform
The EAC-10S delivers 50 TOPS of AI computing performance with power consumption below 15W
The two sides plan to integrate the SiMa.ai platform into 慧友's Edge AI Box and next-generation AI Camera through joint development
LEO concept stock 昇達科 reports self-calculated net profit up 1.74 times in first 3 quarters; EPS at 11.74 yuan
Published ・ Source Taiwan | 鉅亨網
昇達科技 reported after-tax net profit of 8.32億元 for the first 3 quarters of 2026, up 1.74 times year on year, mainly benefiting from increased shipments of low Earth orbit satellite and millimeter-wave communications products. The company is actively expanding capacity in Taiwan, the United States and Vietnam to strengthen its global manufacturing footprint and supply-chain position.
Facts
昇達科's after-tax net profit reached 8.32億元 in January-September 2026, up 1.74 times year on year, with EPS at 11.74 yuan.
The low Earth orbit satellite industry is gradually moving toward larger scale and greater diversity, driving growth momentum for 昇達科.
Fed's need for continued rate hikes diminishes; 「鉅亨買基金」 sees opportunity to invest in U.S. stock funds
Published ・ Source Taiwan | 鉅亨網
鉅亨買基金 said the cooling U.S. labor market has reduced the need for the Fed to raise interest rates. If a soft landing materializes, history shows U.S. stocks have risen an average of 23% in the year after rate hikes stop. It recommends that investors include U.S. equity funds in their portfolios and build positions in stages.
Facts
鉅亨買基金 said the need for the Fed to continue raising interest rates is declining.
U.S. nonfarm payrolls added just 2.9萬 jobs in September, down from 13.3萬 in August.
If the economy achieves a soft landing, U.S. stocks rise an average of 23% in the year after rate hikes stop.
The year-over-year increase in the U.S. Consumer Price Index (CPI) rose to 3.7% in September from 3.4% in August.
The year-over-year increase in energy prices rose by 4.3 percentage points from the previous month.
羅瑤庭 recommended using the “超底王” mechanism to invest regularly and add to positions when prices fall.
The U.S. unemployment rate remained at 4.2% in September.
Fed holds rates steady! 貝萊德: Asian central banks go their own ways; Asian bond yields look attractive
Published ・ Source Taiwan | 鉅亨網
The 美國聯準會 kept interest rates unchanged. 貝萊德’s Navin Saigal said monetary policies will diverge across Asia because of differences in economic and inflation conditions. China is moving toward easing, Japan is continuing normalization, and Southeast Asia is being driven by AI, with Asian bond markets now following their own cycles.
Facts
The 美國聯準會 concluded its FOMC meeting on the 28th and announced that it would keep the benchmark interest rate unchanged.
Navin Saigal is 貝萊德’s head of global fixed income for the Asia-Pacific region.
China has signaled possible easing, including a move toward lower benchmark interest rates.
Australia and parts of North Asia face strong inflationary pressures and are maintaining tight policies.
Japan is continuing on the path toward monetary policy normalization.
Asian stocks fall after weak earnings from Alphabet and Samsung; more tech company results due soon
Published ・ Source Taiwan | 鉅亨網
Asian stock markets broadly weakened on Thursday, dragged down by Alphabet’s weak earnings and selling pressure on Samsung. Attention is shifting to results from 亞馬遜 and 英特爾 as investors assess the outlook for AI investment.
Facts
Alphabet shares plunged about 10% after hours, mainly because third-quarter results fell short of expectations and the company plans heavy investment in AI infrastructure.
三星電子 posted record third-quarter profit, but semiconductor profit fell short of expectations, while its mobile business recorded an operating loss of 8,000億 won.
SK海力士 announced a 100兆 won shareholder return plan and surged 11%.
South Korea’s KOSPI index closed down 1.23%; after 三星電子 shares plunged nearly 6%, their decline narrowed to 4%.
微軟 rose about 3% after hours against the trend, buoyed by strong cash flow.
The 美國聯準會 announced on Wednesday that it would hold rates steady, while the market estimates the probability of a rate hike in December at about 78%.
TSIA estimates Taiwan semiconductor output will reach 5.3兆 yuan this year, surging 22%; backs government’s renewed nuclear power assessment
Published ・ Source Taiwan | 鉅亨網
At its 30th-anniversary annual meeting, the Taiwan Semiconductor Industry Association (TSIA) forecast output of 5.3兆 yuan in 2026 and backed the government’s renewed assessment of nuclear power to ensure stable electricity supplies.
Facts
TSIA forecasts Taiwan’s semiconductor industry output will exceed 5.3兆 yuan in 2026, an annual increase of 22%.
TSIA formally voiced support for the government to restart its nuclear power assessment, subject to regulatory compliance and safety.
The Taiwan Semiconductor Industry Association held its 30th-anniversary annual meeting; its current chairman is 侯永清.
TSIA joined 台積電 and 工研院 to establish a technology verification platform.
4 materials partners have completed administrative procedures, and construction of their factories is expected to begin next April.
Taiwan ranks first globally in wafer fabrication and packaging and testing output, and second in IC design.
TSIA has attracted 18 multinational companies as members.
Taiwan stocks after the close: heavyweight and high-priced stocks falter; index falls 667 points, narrowly holding above 46000
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened lower and fell further on the 29th as heavyweight and high-priced stocks weakened, at one point plunging nearly 1,000 points. The market closed down 667.25 points at 46368.33, falling below multiple moving averages. Trading volume reached 7891.52億元, as funds shifted to financial and biotech stocks for shelter.
Facts
Taiwan’s weighted index closed at 46368.33 on the 29th, down 667.25 points, or 1.42%.
Taiwan stock trading volume today was 7891.52億元.
Market heavyweight 台積電 fell 10 yuan to close at 2415 yuan.
聯電 hit the limit down today.
Top stock 信驊 fell 315 yuan at the close to 16980 yuan.
科妍 hit the limit up today.
Taiwan stocks plunged as much as 980.51 points intraday today, falling to 46055.07.
Gemini reclaims the AI crown: new model beats Claude and GPT, earns praise from Musk
Published ・ Source Taiwan | 鉅亨網
谷歌 released the Gemini 4 Carbon model, reclaiming the AI top spot with a score of 59 in Artificial Analysis evaluations and beating the Claude and GPT series. The model strengthens cybersecurity and instruction-following capabilities, and access is currently being expanded gradually.
Facts
谷歌 (GOOGL-US) released its flagship AI model Gemini 4 Carbon on Wednesday (28). It scored 59 in the latest Artificial Analysis Intelligence Index, beating Claude Opus 5.5 and GPT-6 Astra to reclaim the top spot.
On the AI agent coding index, Carbon scored 59 when paired with 谷歌’s Antigravity tool, trailing Claude Code paired with Opus 5.5, which scored 62.
After 谷歌DeepMind CEO Demis Hassabis shared the results on X, Musk also commented that the performance was impressive.
Carbon took an average of about 47 minutes and 45 seconds to complete each individual test. Public Vals data shows it is faster than Opus 5.5 and Sonnet 5.5, both of which took more than an hour.
Carbon carries over Argon’s introductory offer: $2 per million input tokens and $10 per million output tokens. After the offer ends, standard prices will return to $4 for input and $20 for output.
In the AA-Omniscience knowledge evaluation, Carbon’s accuracy rose to 58% from Argon’s 48%, but its hallucination rate increased to 11% from 4%.
Cash flow rules in the AI era! 微軟 and 甲骨文 rewarded, Alphabet penalized for burning cash
Published ・ Source Taiwan | 鉅亨網
Shares of 微軟, 甲骨文 and Alphabet diverged over their cash flow performance, with the first two rewarded and the latter penalized. Investors are turning their attention to whether companies can fund massive AI investments with their own cash flow. Alphabet was hit by cash outflows and slowing growth in its search business.
Facts
甲骨文 shares surged more than 10% during regular trading, 微軟 rose more than 3% after hours, and Alphabet plunged nearly 10% after hours.
Alphabet’s cash deficit widened to $9.07 billion in the third quarter.
微軟 invested $45.2 billion last quarter to expand its computing infrastructure, generating $18.6 billion in free cash flow.
Alphabet’s capital expenditure is forecast to reach as much as $205 billion this year.
Google Cloud revenue more than doubled last quarter to $30.71 billion.
Google search revenue grew 12% last quarter, below the market expectation of 14.7%.
Heavyweight stocks tumble, Taiwan stocks fall below all moving averages; foreign investors sell 688億元, while 三 major institutional investors record net sales of 816.66億元
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened lower and fell further on the 29th as heavyweight stocks weakened, at one point plunging nearly 1,000 points. The market closed down 667.25 points at 46368.33, falling below multiple moving averages. 三 major institutional investors recorded combined net sales of 816.66億元, with foreign investors accounting for most of the selling at 688.15億元. Investment trusts recorded net buying for 13 consecutive days.
Facts
Taiwan’s weighted index closed down 667.25 points, or 1.42%, at 46368.33.
Foreign investors recorded net sales of 688.15億元 today.
The 3 major institutional investors recorded combined net sales of NT$81.666 billion.
Proprietary traders recorded net sales of NT$21.5 billion today.
Investment trusts recorded net purchases of NT$8.649 billion today, marking 13 consecutive sessions of net buying.
U.S. Vice President Vance wrote to Rezaei, secretary of Iran’s Supreme National Security Council, seeking to establish a framework for negotiations and resume peace talks.
Trump denied personally instructing Vance to write to Iran, saying only that it was fine if the other side wanted to do so, with the aim of delivering medical supplies.
U.S. officials urged Middle Eastern allies to prepare for possible renewed military strikes after the Nov. 3 U.S. midterm elections.
Iranian Foreign Minister Araghchi said he was reviewing the “seven-day plan” with mediating countries, hoping it could serve as a basis for restoring the ceasefire.
Former Islamic Revolutionary Guard Corps commander Rezaei stressed that the U.S. must first lift the naval blockade, unfreeze overseas assets and halt military operations before Iran would negotiate.
Is Southeast Asia losing its appeal? 惠普, 華碩 and 宏碁 want to move production lines back to China; experts say AI is driving up costs, including for memory
Published ・ Source Taiwan | 鉅亨網
Amid an 8-fold surge in DRAM prices and higher memory costs driven by AI, major PC makers including 惠普, 華碩 and 宏碁 are moving some production lines from Southeast Asia back to China and shifting orders to emerging contract manufacturers such as 立訊精密. 戴爾 is also considering a similar plan.
Facts
聯想 accounted for one-quarter of global PC shipments in the third quarter of this year.
DRAM prices rose at least 8-fold over the past year.
惠普’s personal systems business revenue rose 18% year over year in the third quarter of fiscal 2026, but total product shipments fell 16% year over year.
惠普’s operating margin fell to 4.6% in the third quarter of fiscal 2026 from 5.4% a year earlier.
Traditional contract manufacturing giants such as 仁寶 and 廣達 are shifting their capacity focus to higher-margin AI data center server businesses.
The U.S. previously suspended additional tariffs on PC products.
Emerging technology players such as 立訊精密 have gained a key window of opportunity as traditional contract manufacturers shift toward AI server businesses.
三星 warns memory shortage is worsening; shareholder returns still to be decided next year
Published ・ Source Taiwan | 鉅亨網
三星電子 posted record third-quarter earnings, but its share price fell amid delayed shareholder returns and a cautious outlook for the memory shortage. The company expects the shortage to persist through 2028, HBM4 capacity is sold out, and its mobile division posted a loss.
Facts
三星電子 posted record third-quarter earnings, but its share price plunged as much as 6.2%.
三星 expects tight supply in the chip market to persist through 2028.
三星 confirmed that its high-bandwidth memory (HBM4) capacity for 2027 is fully sold out.
三星’s mobile device division posted a quarterly loss of 800 billion won.
三星 aims to raise the share of long-term contracts in total capacity to 60% to 70% by 2030.
Citi: Secondhand home prices in core cities such as Beijing, Shanghai and Shenzhen may reach a turning point in 2027
Published ・ Source Taiwan | 鉅亨網
花旗集團 published its “2027 China Real Estate Market Outlook” report, forecasting a fundamental turning point in secondhand home prices in core cities such as Beijing, Shanghai and Shenzhen in 2027, reflecting a structural shift in the market.
Facts
花旗集團 published a research report titled “2027 China Real Estate Market Outlook,” forecasting a fundamental turning point in secondhand home prices in core cities such as Beijing, Shanghai and Shenzhen in 2027.
As of 2026, secondhand home transactions accounted for half of China’s total commercial residential property transactions; the share of secondhand home transaction value is expected to rise further to 58% of the overall market by 2027.
As of September 2026, secondhand home prices in Shanghai had turned positive year over year, rising 0.8%, while declines in Beijing and Shenzhen continued to narrow.
As of October 2026, listings of secondhand homes for sale in 39 key cities nationwide were down 3% from the end of 2025, while those in first-tier cities were down 16% from their March 2025 peak.
As of September 2026, household savings balances reached RMB175 trillion, up 7% year over year.
花旗’s report estimates that nationwide new housing starts and completed floor area will fall 20.5% and 22%, respectively, year over year in 2027.
國泰世華銀 sees Fed’s “hawkish pause” leaving room for further tightening; stock market volatility may intensify
Published ・ Source Taiwan | 鉅亨網
國泰世華銀行 said the Fed kept rates unchanged by a 10-to-2 vote, making it a hawkish pause. With inflation elevated and geopolitical risks in play, room for further tightening remains. It expects stock market volatility to intensify and markets to refocus on fundamentals.
Facts
Original官員Lisa Cook與Beth Hammack主張應升息一碼
Fed Chair Warsh said inflation has remained above the 2% target for 6 consecutive years
The number of Fed rate-setting meetings will be adjusted to 7 in 2027
The number of Fed rate-setting meetings will fall to 6 in 2028
國泰世華銀行 considers this decision a hawkish pause
There is still a considerable chance of rate hikes this December and next March
The 聯準會 left interest rates unchanged, and all 3 major U.S. indexes closed higher, extending their gains for 3 consecutive trading sessions.
The Philadelphia Semiconductor Index surged more than 1.7% after the 聯準會 decision.
SK海力士, expecting memory demand to outstrip supply through 2030, saw its ADR surge more than 13% in a single day.
Optical component giant Lumentum reported quarterly revenue growth of more than 109% year over year, signaling that silicon photonics and CPO are moving into mass production.
聯電 set a target at its earnings call of reaching a 25% share of quarterly revenue from AI within 3 years.
Google (Alphabet) reported doubled cloud revenue, but its massive capital spending has raised market concerns.
The 聯準會 left rates unchanged at its October meeting, and Chair Warsh reiterated his commitment to fighting inflation. 富達國際 forecasts a rate hike in both December and next March, citing the resilience of the U.S. economy and AI spending, which are slowing the decline in inflation. It recommends that investors maintain balanced allocations.
Facts
The 聯準會 announced at its October policy meeting that it would keep the policy rate unchanged in the 3.75% to 4.00% range.
The 聯準會 chair stressed that pausing rate hikes does not signal a change in the fight against inflation.
Original富達國際預估聯準會12月及明年3月各別升息一碼。
The 聯準會 plans to formally adopt a new 6-plus-2 meeting system in 2028.
富達國際 maintains a neutral stance on stocks, credit bonds, government bonds and cash.
The market is concerned that slower investment by AI cloud service companies could leave U.S. corporate earnings facing a growth ceiling and the risk of mean reversion.
Volatility in Taiwan stocks has recently intensified, the weighted index has fallen below its quarterly moving average, and high-quality AI stocks have pulled back. Investors can watch for opportunities to position themselves in related supply chains.
Stock spotlight: Strong Q3 results send 穩懋 limit-up for 2 consecutive days
Published ・ Source Taiwan | 鉅亨網
GaAs power amplifier maker 穩懋 reported third-quarter results, with EPS of NT$4.55 and revenue of NT$5.859 billion, up 30.55% year over year, while net profit after tax rose 98% quarter over quarter. Institutional investors raised their target price to above NT$700, and the stock hit limit-up against the market trend, reflecting optimism about demand for AI optical communications and infrastructure.
“The Big Short” investor reveals hidden figure in Anthropic prospectus: $537 billion in undisclosed computing-power commitments.
Published ・ Source Taiwan | 鉅亨網
Legendary investor Michael Burry analyzed Anthropic's prospectus and said its computing-power contract commitments total as much as $537 billion. Slowing revenue growth and weakening computing efficiency point to potential financial risks.
Facts
Michael Burry added up the computing-power contracts listed in the notes to Anthropic's prospectus, calculating about $537 billion in computing and infrastructure commitments.
Revenue generated by Anthropic per $1 of computing power fell from $2.08 to $1.70, the first time the metric has weakened.
Hyperscalers simultaneously act as funders, suppliers, sales channels and shareholders, while taking about 48% of Anthropic's revenue.
Benzinga reported that most of Anthropic's $80.7 billion net loss stemmed from noncash accounting expenses related to convertible notes, while its operating loss was actually $693 million.