台灣自來水公司 is carrying out emergency repairs to a leaking, burst pipe in a 150 pipeline, causing a water outage in Longshan Village, Fangliao Township, Pingtung County, and Chunri Village, Chunri Township.
台灣自來水公司 will shut off water in Yujia Village and Linjiang Village, Qingshui District, Taichung City, on 2026年10月30日 for a new installation project on Gaomei Road in Yujia Village.
台灣自來水公司 will shut off water in parts of Longtan District, Taoyuan City, from 2026年10月30日 to 11月2日 for a pipeline replacement project on Zhongzheng Road.
台灣自來水公司 announced a water outage in Taike Road, Taishan District, New Taipei City, for leak repairs. The outage affects Dake Village, Tongrong Village, Yixue Village and Liming Village and will run from 2026年10月30日09:13 to 15:00.
台灣自來水公司 is carrying out emergency repairs to a pipeline beside No. 47, Zhuzijiao, Dazhi Road, Xinhua District, causing a water outage in Xinshu Village, Yongkang District, Tainan City, and Quanxing Village, Xiexing Village and Fengrong Village, Xinhua District.
To improve water quality for residents of Lane 427, Section 2, Jungong Road, and strengthen regional water supply stability, 台灣自來水公司 is conducting water service reconnections for an extension project on Jian-gong Lane and other locations in Beitun District.
台灣自來水公司 announced a water outage in parts of Zhongliao Township and Caotun Township, Nantou County, as it tests the function of control valves ahead of a district metering area network project. Multiple villages and boroughs will be affected.
台灣自來水公司 will shut off water in Xiqian Village and Shude Village, Luzhou District, New Taipei City, from 8:12 to 17:00 on 2026年10月30日 for pipeline replacement work.
台灣自來水公司 issued a water outage alert for Gaoshi Village, Mudan Township, Pingtung County, as crews carry out emergency repairs after an equipment failure at the Gaoshi booster station.
Customers underestimated NAND demand! SanDisk: Long-term contracts booked through 2030
Published ・ Source Taiwan | 鉅亨網
SanDisk reported results for the first quarter of fiscal 2027, with revenue of $11 billion, driven mainly by AI inference demand that boosted the NAND flash memory market. The company is advancing long-term supply agreements, with order visibility extending through 2030, and has completed the tape-out of its first high-bandwidth flash memory chip.
Facts
SanDisk's revenue for the first quarter of fiscal 2027 reached $11 billion, up 378% year over year and 23% quarter over quarter.
Data center revenue reached $4.8 billion this quarter, up 61% quarter over quarter.
About 50% of SanDisk's fiscal 2027 supply has been reserved under NBM contracts, with the share expected to rise to about 三分之二 in fiscal 2028.
SanDisk has completed production of its first high-bandwidth flash (HBF) chip and expects to deliver its first samples next year.
SanDisk expects revenue of $12.2 billion to $12.6 billion in the second quarter of fiscal 2027.
Gloom clouds AI industry; Cathay Financial's Li Chang-geng: Just a small setback in a big wave; with computing power scarce, “AI will never die”
Published ・ Source Taiwan | 鉅亨網
At the 2026 Cathay Asset Management Summit, 國泰金控 General Manager Li Chang-geng said the AI industry will not disappear because of short-term stock market volatility, given the scarcity of computing power and strong demand. 國泰投信 recommends a portfolio strategy combining a passive core with active satellite investments to navigate volatility.
Facts
國泰金控 (2882-TW) held the “2026 Cathay Asset Management Summit,” inviting experts to discuss the AI outlook and supply chain issues.
國泰金控 General Manager Li Chang-geng stressed that AI will not die as long as computing power remains scarce, and that current volatility is only a short-term setback.
Excluding small markets with a few special themes, Taiwan stocks have posted the world's second-largest gains this year.
國泰投信's assets under management have now exceeded NT$3.61 trillion, with annual growth of nearly 50%.
國泰投信's multi-bond funds have reached NT$13.6 billion in assets.
Original李長庚分析若搜尋引擎與AI技術被對手超越，3到5年後主導權就會被剝奪。
CoreWeave leveraged its technology advantage to secure scarce chips from 輝達 (Nvidia), then sought contracts from cloud service providers and raised financing to expand.
Marvell plunges 13%; why did rumors of a Lumentum acquisition alarm investors?
Published ・ Source Taiwan | 鉅亨網
邁威爾科技 shares plunged 13% on rumors of a possible acquisition of Lumentum. Investors are concerned that an all-stock deal would dilute ownership and involve a hefty premium, despite analysts' optimism about the strategic fit.
Facts
邁威爾科技 shares plunged 13.2% on Thursday (29).
Lumentum has a market capitalization of about $85 billion, while Marvell is valued at $194 billion.
Marvell has only $3.9 billion in cash on its balance sheet.
Lumentum previously said its product orders were fully booked through fiscal 2029.
Lumentum is a key customer for Marvell's digital signal processors (DSPs), accounting for 60% to 65% of Marvell's market share.
Companies mentioned：邁威爾科技、Marvell Technology、Lumentum、Wolfe Research、Stifel、Seaport、Evercore ISI、RBC Capital Markets、MarketWatch、彭博社、《彭博社》
DoorDash Q3 net income surges 91% to a record; $17 billion acquisition of Instacart faces scrutiny
Published ・ Source Taiwan | 鉅亨網
DoorDash reported record net income in the third quarter and announced a $17 billion acquisition of Instacart parent Maplebear, seeking to expand its footprint in the on-demand retail market, though the deal faces challenges including antitrust review.
Facts
DoorDash's third-quarter GAAP net income rose 91% year over year to $466 million, a quarterly record.
DoorDash announced an approximately $17 billion acquisition of Instacart parent Maplebear.
DoorDash's total third-quarter orders rose 28% year over year to 993 million.
DoorDash's third-quarter revenue rose 34% year over year to $4.6 billion.
DoorDash's third-quarter adjusted EBITDA reached $1.06 billion, up 41% year over year.
DoorDash has secured a commitment from 摩根大通 for a 364-day bridge loan as one source of acquisition financing.
DoorDash generated $994 million in cash from operating activities in the third quarter, with free cash flow of $787 million.
Bank of Japan holds steady, for the first time says inflation has hit its target, paving the way for a December rate hike; yen jumps against the dollar
Published ・ Source Taiwan | 鉅亨網
日本銀行 kept interest rates unchanged on the 30th, for the first time saying inflation had reached its target, and accelerated ETF sales, paving the way for a December rate hike.
Facts
The Bank of Japan kept its benchmark interest rate unchanged at 1.25%.
The Bank of Japan said for the first time that the underlying inflation rate had reached its 2% target.
The Bank of Japan raised the pace of ETF sales to about 860 billion yen annually.
The Bank of Japan projects its key inflation indicator will rise 2.6% in fiscal 2027.
Strong inflation, a hawkish central bank and AI funding bolster the dollar; set for its best monthly performance in nearly a year and a half, analysts say U.S. election unlikely to alter bullish outlook
Published ・ Source Taiwan | 鉅亨網
The dollar is supported by strong inflation, hawkish Fed expectations and AI funding. Its index hit a nearly year-and-a-half high, prompting Wall Street firms to turn bullish, while analysts say the U.S. election is unlikely to alter the bullish outlook.
Facts
The dollar index climbed in October to its highest level since May 2025, and is up about 3.45% so far this year.
The Fed held interest rates steady on Wednesday (the 28th), but Chair Warsh sent a clear hawkish signal, saying officials were prepared to act.
CFTC data show asset managers and noncommercial traders hold nearly $40 billion in bets on a stronger dollar, maintaining a bullish stance since mid-March.
摩根士丹利 has reversed its forecast that the dollar would weaken steadily in 2026. G10 FX head Steven Englander stressed that the dollar has room to rise as long as markets believe the Fed will continue to curb inflation and maintain higher real interest rates.
Oil prices are up about 80% so far this year, benefiting the dollar and weighing on the euro and yen.
宏利投資 portfolio manager Nathan Thooft said the long-term impact of U.S. midterm elections on the dollar should not be overstated, as foreign exchange markets are driven more by relative economic growth, inflation, interest rates and capital flows.
中信房屋 General Manager 張世宗 said market sentiment has clearly become more active since second-home mortgage restrictions were eased, and interest in viewing homes has risen, but the increase in completed transactions remains limited.
Internal transaction data from 中信房屋 show that nationwide transactions in October fell 0.6% from the previous month but rose about 3% from a year earlier.
住商機構 data show transactions at its franchise stores in October rose 9% from the previous month and 7.4% from a year earlier.
張世宗 expects nationwide housing transactions in 2026 to be flat or edge up from last year.
Only non-bank winner! 期交所 risk-control simulation platform helps apply the brakes, wins silver award for financial education contribution
Published ・ Source Taiwan | 鉅亨網
期交所's risk-control simulation platform won the silver award in the Best Innovation category of the Financial Supervisory Commission's 115年度 Financial Education Contribution Awards. It was the only non-bank institution to win, showcasing innovation in combining digital technology with risk management.
Facts
期交所's futures trading risk-scenario simulation platform won the silver award in the Best Innovation category of the Financial Supervisory Commission's 115年度 Financial Education Contribution Awards.
期交所 was the only non-bank institution to win an award this week.
A total of 46 entries were submitted for the 115年度 Financial Education Contribution Awards.
星展銀行 won the gold award in the Best Innovation category, while 第一銀行 received the bronze award.
The platform had surpassed 60,000 visits in fiscal 114.
The platform incorporates actual futures-market message data to create a realistic trading environment.
Google hit by double blow! $480 billion wiped off market value in a day as data center faces criminal probe
Published ・ Source Taiwan | 鉅亨網
Alphabet shares plunged more than 12% on Thursday, wiping $480 billion off its market value. Meanwhile, Finnish police have opened a criminal investigation into alleged environmental law violations by Google subsidiary Tuike Finland in the construction of a data center in the town of Muonio. The investigation will continue through 2027.
Facts
Alphabet (GOOGL-US) shares plunged more than 12% on Thursday, erasing about $480 billion in market value.
Google announced plans to invest $15 billion in Finland to build AI infrastructure.
Finnish police have opened a criminal investigation into alleged environmental law violations by Google subsidiary Tuike Finland.
Google subsidiary Tuike Finland carried out forest clearing and drainage work without completing an environmental impact assessment.
The entire criminal investigation will continue through 2027.
特力屋 lists shares; plans to rapidly open 6-8 stores annually to target vast home renovation market
Published ・ Source Taiwan | 鉅亨網
特力屋(7867-TW) listed its shares on the 30th, shifting to a one-stop solutions platform to meet home renovation needs in an aging society. The company plans to accelerate the opening of neighborhood stores, adding a net 6-8 annually, and expand its next growth engine through e-commerce and AI technology.
Facts
特力屋(7867-TW) listed its shares on the 30th.
特力屋 expects to add a net 6-8 stores to its total annually in the future.
特力屋 now has 10.52 million members.
Large stores account for about 84% of 特力屋 revenue, neighborhood stores about 12%, and shopping malls and e-commerce about 4% combined.
特力屋 increased its online product range from more than 90,000 items in 2024 to more than 100,000 in 2025.
特力屋 has focused on Taiwan’s home improvement and repair market for more than 30 years.
Two sleepless nights of excitement! Altman reveals stunning progress on OpenAI’s new model: AI self-evolution and self-replicating data centers
Published ・ Source Taiwan | 鉅亨網
OpenAI CEO Sam Altman said an internal new model solved challenging problems such as the Navier-Stokes equations during testing, and envisioned AI achieving self-replicating data centers through recursive self-improvement, potentially sharply reducing computing costs and triggering deflation.
Facts
OpenAI’s new model successfully solved academic challenges such as the Navier-Stokes equations in the “Hold-my-beer” test.
The total cost of ownership over five years for building and operating a 1-gigawatt data center could reach as much as US$70 billion.
Altman hopes to bring the cost of building and operating data centers down to US$20 billion or even less.
Computing resources worth tens of millions of dollars were used to test problems related to the Navier-Stokes equations.
Some memory chip companies are capable of generating US$100 billion in free cash flow annually.
Altman dislikes the term “swarm of agents” and prefers to call them a “team.”
Frequency component makers join fundraising rush; 台嘉碩 plans CB issue after 安碁
Published ・ Source Taiwan | 鉅亨網
Frequency component maker 台嘉碩 (3221-TW) returned to profitability in the third quarter, posting cumulative net income of NT$106 million for the first three quarters. To meet an anticipated surge in low-Earth-orbit satellite industry demand in 2027, 台嘉碩 plans to issue unsecured convertible bonds (CBs), arranged by 統一證券, to raise about NT$357 million for debt repayment and working capital.
Facts
台嘉碩 posted after-tax net income of NT$20.5 million in the third quarter, with earnings per share of NT$0.2.
台嘉碩 posted cumulative after-tax net income of NT$106 million for the first three quarters, with earnings per share of NT$1.02.
台嘉碩 plans to issue unsecured convertible bonds (CBs) to raise about NT$357 million from the market.
統一證券 will arrange 台嘉碩’s CB fundraising, with the proceeds to be used to repay bank loans and bolster working capital.
台嘉碩 invested NT$160 million in capital expenditures in the first half of 2026 to prepare for expanding demand.
3,000 commercial vessels pass through and 1.5 billion barrels of oil exported! US military escorts through the Strait of Hormuz succeed, but at a cost of US$3 billion a month
Published ・ Source Taiwan | 鉅亨網
The US military has conducted round-the-clock escort operations in the Strait of Hormuz, successfully helping 3,000 commercial vessels pass through and restoring oil exports. But the effort costs as much as US$3 billion a month and faces continued threats from Iranian drones and cruise missiles, putting enormous pressure on crew members and equipment.
Facts
US military escort operations in the Strait of Hormuz cost US$2 billion to US$3 billion a month.
Over the past six months, the US military has helped more than 3,000 commercial vessels pass through the strait.
Putin: No winners in a war between Europe and Russia, but Russia is prepared
Published ・ Source Taiwan | 鉅亨網
Russian President Vladimir Putin said on the 29th, following the third Russia-Africa Summit, that a war between Russia and Europe would have no winners. Russia does not want war but is prepared, he said, adding that the West is unlikely to achieve its goal of inflicting a strategic defeat on Russia before 2030.
Facts
Putin held a news conference after the third Russia-Africa Summit and Economic and Humanitarian Forum concluded.
Putin said there would be no winners if Russia and Europe went to war, and that Russia was prepared.
Putin said Western countries are unlikely to achieve their goal of inflicting a strategic defeat on Russia by 2030.
Putin said Russia was prepared but absolutely did not want any war with Europe.
Putin said the leaders of Finland and Norway want all international actors to abide by international maritime law, and that Russia supports this position.
Taishin Securities takes on the international stage, inviting 7 electronics companies to closed-door meeting with global institutional investors
Published ・ Source Taiwan | 鉅亨網
台新證券 joined forces with 櫃買中心 and 7 high-performing listed companies to hold a corporate day in Singapore, meeting behind closed doors with nearly 20 international institutional investors. The event aimed to deepen ties between Taiwan’s capital market and international capital, while leveraging the cross-border synergies of 台新新光金控.
Facts
台新證券 teamed up with 櫃買中心 and 7 leading domestic listed companies to hold “TPEx & Taishin Taiwan Corporate Day” in Singapore.
The 7 invited companies span key fields including wet-process equipment for advanced packaging, thermal modules and inductors.
The event connected with nearly 20 international institutional investors, including large asset managers such as Singapore sovereign wealth funds and professional investment firms, as well as insurance companies.
台新證券 General Manager Chen Li-kuo said Taiwan’s comprehensive semiconductor and ICT industry clusters have made its strategic position in the global technology supply chain increasingly attractive to international capital.
The event drew on the local resources of 台新銀行’s Singapore branch, which has built a strong presence in Southeast Asia, bringing together the capabilities of its securities and banking businesses.
After Google’s search business loses steam, Amazon’s retail business hits trouble! Tech giants’ cash cows stumble one after another, deteriorating cash flow sparks sell-off
Published ・ Source Taiwan | 鉅亨網
Alphabet and Amazon shares plunged as growth in their core businesses slowed and cash flow deteriorated. Weakness in Alphabet’s search business widened its cash shortfall, while Amazon’s retail growth slowed. AWS remained strong, but pressure from high capital spending continued, along with contract risks involving Anthropic.
Facts
Alphabet reported negative free cash flow of US$9.07 billion in the third quarter, its worst post-earnings stock performance since going public, sending its shares tumbling 12.3%.
Amazon’s third-quarter net sales rose 12% year over year to US$201.9 billion, while earnings per share came in at US$1.89; both figures fell short of market expectations.
Amazon’s AWS revenue rose 39% year over year to US$46 billion in the third quarter, while capital spending remained unchanged at US$220 billion for 2026.
Anthropic signed a 10-year, US$110 billion contract with AWS. Amazon and AWS were mentioned a combined 166 times in Anthropic’s IPO prospectus.
Alphabet’s Google Cloud revenue doubled year over year, with an operating margin of 38%, beating market expectations.
華航 announced that its 2027 calendar will be themed “A Dreamy Journey Through the 787,” documenting the team’s preparations to welcome the new aircraft. The calendar will be distributed in limited quantities to elite members and travel fair attendees, highlighting the team’s professionalism and service quality.
Facts
華航 (2610-TW) is preparing to welcome its new 787 aircraft, and has therefore chosen “A Dreamy Journey Through the 787” as the theme for its 2027 calendar.
華航’s 2027 calendar comes in wall and desk formats. The desk calendar includes 4 functional pages and more writing space, as well as new chibi airline character and travel symbol sticker pages.
The 2027 calendar will again be distributed in limited quantities, with deliveries to 華夏晶鑽 and Emerald members beginning today.
Original於11月6日至9日參加ITF台灣國際旅展華航攤位現場活動，也有機會獲得月曆。
The calendar opens in January with an airport apron at dawn, featuring pilots, cabin crew, ground staff and maintenance personnel together in a new scene.
〈E-commerce gears up for Double 11〉Economic growth boosts domestic demand; 富邦媒 strives for record annual sales
Published ・ Source Taiwan | 鉅亨網
富邦媒’s momo購物網 announced it has joined forces with more than ten thousand brands for Double 11. General Manager Ku Yuan-hung is optimistic that record domestic economic growth will drive shopping demand to a new high, and said the company is working toward record annual revenue and profit. Yahoo購物 has also launched an AI assistant to enhance the shopping experience.
Facts
富邦媒’s momo購物網 announced it has joined forces with more than ten thousand brands for its Double 11 event.
富邦媒 General Manager Ku Yuan-hung expects record domestic economic growth to drive Double 11 shopping demand to a new high.
Yahoo購物 has launched a new conversational shopping assistant, “AI懂買,” for its Double 11 promotion.
富邦媒 has invited K-pop superstars Leeteuk and Heechul of SUPER JUNIOR-83z to serve as ambassadors.
富邦媒 customers who spend NT$5,999 in a day can register to add a momoBOOK color e-reader for NT$999.
富邦媒 customers who subscribe to an annual moPro membership for NT$299 can receive NT$1,080 in mo coins throughout the year.
Yahoo購物 is deepening its cooperation with 統一集團 on the uniopen membership ecosystem and OPENPOINT points program.
Ring getting tight, sleeves no longer fitting? How to address lymphedema, the “invisible killer” after breast cancer recovery - Heho Health
Published ・ Source Taiwan | Heho健康
Lymphedema after breast cancer surgery affects quality of life. Dr. 羅世倫 of 國泰綜合醫院 said a combination of new microsurgery and debulking liposuction can improve the appearance of the affected limb and reduce reliance on compression garments.
Why are you especially hungry in autumn? A Chinese medicine practitioner explains the causes of appetite changes and dietary principles for eating smartly - Heho健康
Published ・ Source Taiwan | Heho健康
Appetite increases as the weather cools in autumn, a phenomenon known as “the autumn of appetite.” A Chinese medicine practitioner explains that it is related to the change of seasons.
Stroke can bring paralysis and the risk of disability! Experts promote “Stroke Action 888” to save families and escape the shadow of long-term care - Heho健康
Published ・ Source Taiwan | Heho健康
Stroke can cause paralysis and disability. Taiwan sees about 45,000 new cases of ischemic stroke each year, and 50 to 60% develop severe disabilities, making stroke a major cause of long-term care needs.
Drone strike on Ukrainian railway station kills 14; Russia denies deliberately targeting civilians ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A Russian drone strike hit Dnipro Central Station in Ukraine, killing at least 14 people and injuring 14. The dead included an 11-year-old boy. Ukrainian President Zelenskyy condemned the attack as terrorism and urged the United States not to remain silent. Russia’s Defense Ministry denied deliberately targeting civilians, saying the target was a military facility. That same day, Russian forces bombed Chernihiv, killing 2 teenage girls. Russian President Putin said at the Russia-Africa summit that Russia was prepared but had no intention of fighting Europe. His recent phone calls with Nordic leaders sparked a diplomatic controversy.
Patrick Stewart, the actor who played Captain Picard and Professor X, dies at 86 ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Veteran British actor Patrick Stewart died at his home in Los Angeles on the 28th, local time, at the age of 86. Stewart played Captain Picard in Star Trek and Professor X in X-Men. His acting career spanned 60 years across theater, film and television.
Fire at a sheet-metal factory in Taichung’s Xitun District; freight elevator worker suffers minor burns ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A fire broke out at a sheet-metal factory in Xitun District, Taichung, and was brought under control after burning for several hours. The fire was suspected to have started when a freight elevator worker accidentally ignited cardboard boxes while doing construction work. A 49-year-old man suffered minor burns and was taken to hospital. The Environmental Protection Bureau issued an air pollution alert as the fire continued to smolder. The property damage and exact cause remain under investigation.
[株式会社ＢｌｕｅＭｅｍｅ] Amended Annual Securities Report—20th Fiscal Year (2025/04/01–2026/03/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社ＢｌｕｅＭｅｍｅ filed an amended annual securities report for its 20th fiscal year. Corrections to errors in the 16th–19th fiscal years resulted in updates to key indicators.
Facts
株式会社ＢｌｕｅＭｅｍｅ filed an amended annual securities report on October 30, 2026.
[三菱ＵＦＪ信託銀行株式会社] Annual Securities Report (Domestic Beneficiary Securities, etc.)—3rd Period (2026/01/31–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
Mitsubishi UFJ Trust and Banking filed an annual securities report for the period ended July 2026. Assets totaled approximately 4.1 billion yen, down from the previous period, while net profit came to 7.3 million yen.
Facts
三菱ＵＦＪ信託銀行株式会社 filed an annual securities report on October 30, 2026.