Apple cuts Taiwan App Store commission, says it is committed to building a thriving, secure platform
Published ・ Source Taiwan | 中央社 CNA
蘋果公司 announced that, effective October 31, it will lower the commission rate for Taiwan’s App Store from 30% to 26%, following constructive discussions with 台灣公平交易委員會.
Veteran South Korean actor Choi Bul-am, known as the “Nation’s Father,” dies at 87
Published ・ Source Taiwan | 中央社 CNA
Veteran South Korean actor Choi Bul-am died at a hospital in Seoul at the age of 87. He had previously stepped down from the KBS program “Korean’s Table” as his health deteriorated. His career spanned theater, film and television, earning him the title “Nation’s Father.”
The Taiwan Lottery 539 draw No. 115263 was held, with 3 top-prize tickets each winning NT$8 million. A total of 299 second-prize tickets, 91 3-Star Lottery first-prize tickets and 28 4-Star Lottery first-prize tickets also won.
German president meets Xi Jinping, urges 中國 to narrow trade surplus with 德國
Published ・ Source Taiwan | 中央社 CNA
Chinese President Xi Jinping met German President Frank-Walter Steinmeier in Beijing, and the two sides discussed economic and trade ties between 中國 and 德國. Xi stressed that cooperation between China and Europe outweighs competition and welcomed German companies expanding their presence in the Chinese market. Steinmeier called for narrowing 中國’s large trade surplus with 德國 and noted the risk of “one-sided vulnerabilities” facing Europe.
Facts
Meets 德國 President Frank-Walter Steinmeier in Beijing today
亞馬遜, 英特爾 fuel concerns over AI spending; Nasdaq falls more than 2% at open
Published ・ Source Taiwan | 中央社 CNA
Concerns among investors about the cost and returns of AI infrastructure intensified amid 亞馬遜’s AI spending plans and 英特爾’s warning about cash burn, weighing on U.S. technology stocks. The Nasdaq Composite plunged more than 2% at the open, while the Dow edged up and the S&P 500 fell.
Belarusian potash exports blocked; POLITICO: U.S. pressures Lithuania to open transit route
Published ・ Source Taiwan | 中央社 CNA
The U.S. Trump administration is pressuring Lithuania to ease EU sanctions on Belarus so that Belarusian potash can be exported through Baltic Sea ports, lowering fertilizer costs for U.S. farmers. But Washington’s efforts face resistance because Lithuania firmly supports Ukraine and lifting the sanctions requires unanimous EU approval.
Facts
About 20% of the global market
About 80% of it comes from Canada
The EU's 27 member states
Helped secure the release of 250 political prisoners in Belarus
The U.S. 五角大廈 has asked several NATO countries, including Lithuania, Latvia and Estonia, to exercise restraint when discussing the Russian threat, saying remarks by some European leaders have put European security at risk. The move reflects divisions within NATO over how publicly to address the Russian threat.
Chinese competition and U.S. tariffs squeeze 奧迪, which cuts forecast again, posing challenge for 福斯 Group
Published ・ Source Taiwan | 中央社 CNA
Squeezed by price competition in China and U.S. tariffs, 奧迪 cut its full-year profit outlook for the 2nd time, to 3% to 5%, and reported a 41% plunge in profit for the first 9 months, posing a greater challenge to the 福斯 Group’s recovery.
Pope Leo XIV: Machines are tools, not people; firmly opposes granting AI agents legal personhood
Published ・ Source Taiwan | 中央社 CNA
Pope Leo XIV warned against granting AI agents legal personhood, stressing that machines are merely tools and that humans must take responsibility and oversee critical decisions.
刺胳針 article: Online “manosphere” should be treated as a public health issue
Published ・ Source Taiwan | 中央社 CNA
An article in the British medical journal 刺胳針 warns that the online “manosphere” should be treated as a public health issue, recommending an approach similar to the response to the harms caused by the tobacco industry.
Facts
中央社, London, 30, combined foreign news reports
(Translator: 洪培英) 1151030
Companies mentioned：中央社、刺胳針、The Lancet、法新社、倫敦大學學院、UCL、英國廣播公司第4電台、BBC Radio 4、澳洲摩納希大學馬來西亞分校、Monash University Malaysia
金管會: Insurance industry talent needs shifting toward cross-disciplinary skills; international strategic leaders to be cultivated
Published ・ Source Taiwan | 中央社 CNA
金管會 Deputy Chair Chen Yen-liang said the insurance industry’s talent needs have shifted from single-specialty expertise to strategic leaders with an international outlook and cross-disciplinary integration skills. 保發中心 held the graduation ceremony for its 2026 International Insurance Talent Training Program on October 29. The program has trained more than 400 people to date. This year’s class included 44 participants from 23 property and life insurance institutions, with courses covering domestic study and a visit to Tokyo, Japan.
Facts
2026 International Insurance Talent Training Program
Held on October 29
Launched in 2014
Has trained more than 400 international business professionals for Taiwan’s insurance industry
This year’s program had 44 participants
From 23 domestic property and life insurance institutions
U.S.-Iran war drives oil prices higher, boosting profits at U.S. oil giants again
Published ・ Source Taiwan | 中央社 CNA
Fueled by the U.S.-Iran war, which drove up international oil prices and refining margins, U.S. oil giants ExxonMobil and 雪佛龍 posted sharply higher quarterly profits; with global refining capacity constrained, North American plants maintained high operating rates.
Facts
Quarterly profit reached $15.4 billion
Profit was $7.5 billion in the same period last year
Profit reached $9.9 billion
$3.5 billion in the same period last year
Average oil prices in the quarter were about $85 per barrel
About 1/3 higher than the same period in 2025
Refining margins reached $50.3 per barrel
Nearly 3 times the level in the same period last year
誠品 secures use rights to shops at MRT Zhongshan Station, linking up the Nanjing West Road shopping district
Published ・ Source Taiwan | 中央社 CNA
誠品生活 announced that it had secured use rights to shops at Taipei MRT Zhongshan Station in a deal worth NT$169 million. Renovations are expected to be completed and the site to open in Q1 next year, linking the Nanjing West Road shopping district with R79 and Jazz Plaza.
Study estimates Indonesian wildfire haze killed 3,560; authorities urge assessment using health data
Published ・ Source Taiwan | 中央社 CNA
A study estimates that wildfire haze in Indonesia in September caused 3,560 deaths. BNPB called for further assessment using health data and stressed the need to consider both health and economic impacts.
Facts
3,560 deaths
Estimated death toll reached 5,310
Another 1,750 deaths were attributed to other pollution sources, including power generation, industry and transportation
About 57.8 million people were exposed to air ranging from unhealthy to hazardous
Data from 186 air quality monitoring stations in 118 Indonesian cities
A total of 333,470 acute respiratory infection cases were reported
Nearly double the 174,694 cases reported the previous month
豐達科 plans to inject $20 million into Malaysian subsidiary
Published ・ Source Taiwan | 中央社 CNA
豐達科's board approved a $20 million capital injection into its Malaysian subsidiary MY NAFCO PRECISION SDN. BHD. It also released financial results for the first 3 quarters, with consolidated revenue up 42.38% year over year and net profit after tax up 71.58%.
Mayoral election debate: Lai Jui-lung says Ko Chih-en failed to speak up for Kaohsiung
Published ・ Source Taiwan | 中央社 CNA
During the 2026 九合一 elections, Democratic Progressive Party candidate Lai Jui-lung accused Kuomintang rival Ko Chih-en of following party directives and failing to speak up for Kaohsiung. He also said amendments to the Fiscal Revenue and Expenditure Allocation Act severely harmed the city’s cultural resources and budget.
Facts
Cut several hundred million dollars in budgets for PTS and 文化部
Raise childbirth subsidies to NT$50,000 per child
Add to childcare allowances for children aged 0 to 6
Provide 60 hours of temporary childcare services per year
U.S. midterm elections approach; Trump says war with Iran will end quickly
Published ・ Source Taiwan | 中央社 CNA
U.S. President Donald Trump said ahead of the midterm elections that he believes the U.S.-Iran war will end quickly, stressing that nuclear weapons must be ruled out but offering no details on how the conflict would end.
New rules for public piano at Tainan Station; 台鐵 to step up patrols and reminders
Published ・ Source Taiwan | 中央社 CNA
After the public piano at Tainan Station raised concerns over commercial activity and pedestrian flow, 台鐵 revised its posted rules, explicitly banning paid performances and the use of electronic equipment without prior approval. It will step up patrols and reminders; violations are punishable under the Railway Act by a maximum fine of NT$7,500.
Kaohsiung mayoral debate: Ko Chih-en proposes 2 offices and 3 action plans
Published ・ Source Taiwan | 中央社 CNA
Kuomintang Kaohsiung mayoral candidate Ko Chih-en proposed setting up “anti-bullying” and “equal treatment across Kaohsiung” offices during a televised debate. She also unveiled 3 action plans covering traditional industry revitalization, infrastructure and land development, stressing the need to promote the public good, eliminate abuses and reject succession by political factions.
French student protest wave spreads; Italian students join workers in nationwide demonstrations
Published ・ Source Taiwan | 中央社 CNA
Italian students and workers held demonstrations in dozens of cities nationwide, demanding more funding for schools, relief from the cost-of-living burden and an end to increased defense spending. Scattered clashes broke out in some cities.
Unauthorized access to Japan's 無印良品 app may have exposed 27.26 million customer records
Published ・ Source Taiwan | 中央社 CNA
良品計畫公司, operator of Japanese lifestyle goods brand 無印良品（Muji）, said its official “MUJI APP” was accessed without authorization, potentially exposing up to 27.26 million customer records. Names and credit card information were not leaked.
Textbook HIV information criticized as inaccurate; 國教院 begins review of concerns
Published ・ Source Taiwan | 中央社 CNA
A gender rights group pointed to misuse of terms and inaccuracies in textbook information about HIV. 國家教育研究院 said it would begin a review process, consult experts and ask publishers to make corrections.
Facts
Dispatch dated the 30th
3 versions for elementary schools
5 junior high school versions
6 high school versions
2008
A total of 6 versions of high school health and nursing textbooks
Dockworkers at 113 ports worldwide stage coordinated anti-war strike to protest weapons shipments by sea
Published ・ Source Taiwan | 中央社 CNA
Dockworkers at 113 ports worldwide coordinated a strike on the 29th to protest war and weapons shipments by sea. Organizers estimated the action could affect more than 40% of Mediterranean freight, disrupting goods worth more than $2 billion. Participating ports included major hubs in Europe, North Africa and India, such as the Port of Genoa in Italy and the Port of Piraeus in Greece.
Reports of suspicious bets surging before Israeli election ends; Polymarket launches probe
Published ・ Source Taiwan | 中央社 CNA
Prediction market platform Polymarket is investigating suspicious betting during Israel's election. Some accounts accurately bet on Prime Minister Benjamin Netanyahu winning before voting ended, making more than US$100,000. Data analytics firms Polysights and Bubblemaps also flagged the activity as suspicious.
Lin Yi-ching shares Taiwan's cybersecurity experience at Nordic summit, helping industry expand into markets
Published ・ Source Taiwan | 中央社 CNA
Digital Affairs Minister Lin Yi-ching led a delegation to Finland to attend the Nordic Cybersecurity Summit, where he shared Taiwan's experience in cybersecurity, including semiconductor supply chain protection and attack surface management for critical infrastructure, while helping Taiwan's cybersecurity industry expand into Nordic and EU markets.
Kumiko Special Concert 2026: Chanson-Tinged Songs with ベイビー・ブー — Concert Report at Tokyo Opera City Concert Hall
Published ・ Source Japan | PR TIMES
On Oct. 30, 2026, Kumiko held the final concert of her nationwide tour at Tokyo Opera City. Special guests Reiko Yukawa, the TLC choir and vocal group ベイビー・ブー joined the performance, held to commemorate the release of the album “Chanson-Tinged Songs Vol. 2.”
Facts
Friday, Oct. 30, 2026
Age 90
91 years old
92 years old
Price: ¥3,500 (tax included)
On sale May 27, 2026
All seats reserved: ¥7,000 (tax included)
Saturday, Dec. 19, 2026
December 20, 2026 (Sunday)
All seats reserved: ¥7,500 (tax included)
Sunday, January 24, 2027
All seats reserved: ¥12,000 (tax included)
Tuesday, March 23, 2027
Companies mentioned：日本コロムビア株式会社、日本コロムビア、Baby Boo、ベイビー・ブー、TLC、東京女声合唱団、THE BLUE HEARTS、シアター1010、KNS共同事業体、キョードー東京
A BATHING APE® will offer special items for advance sale at the atmos booth in conjunction with “atmoscon 2026,” hosted by atmos. Items include BAPE STA™, T-shirts and NEW ERA® collaboration caps. The BAPE® booth will also feature an archival exhibition marking the 25th anniversary of BAPE STA™ and a social media activation.
Ghibli Park, marking 4 years since opening, begins its winter illuminations
Published ・ Source Japan | PR TIMES
Ghibli Park, marking 4 years since opening, held a lighting ceremony for its winter illuminations on Oct. 30 and began offering seasonal decorations and extended twilight hours. Information was also provided about the “Autumn Dondoko Festival” and the extended screening run of the short anime “Night in the Valley of Witches.”
First in history! Japan’s junior and senior high school team wins a historic silver medal at “FGC,” the world’s largest international robotics competition!
Published ・ Source Japan | PR TIMES
The GIA Japan team, operated by 特定非営利活動法人教育の環, won the first-ever silver medal at the international robotics competition “FGC2026,” held in Incheon, South Korea.
ONE PIECE, A$AP Rocky and more set sail for Fortnite “Treasure Hunters”! The greatest adventure in history begins
Published ・ Source Japan | PR TIMES
Epic Games will launch “Fortnite: Treasure Hunters” on Nov. 1, bringing an adventure across a new map featuring the abilities of “ONE PIECE” characters and appearances by A$AP Rocky and others.
一般社団法人Ｔリーグ has published a “A Guide to Enjoying T.League Matches, Even for First-Timers” page for beginners. It introduces the rules, how to buy tickets and table tennis terminology.
[Public-private partnership supporting residents’ health] FIT-EASY × Ibigawa Town, Gifu Prefecture: facility support for FIT-EASY users eligible for specific health guidance and others; health classes for all generations
Published ・ Source Japan | PR TIMES
フィットイージー株式会社 is partnering with Ibigawa, Gifu Prefecture, to expand the number of people eligible for FIT-EASY facility support, including those covered by specific health guidance, from approximately 100 to approximately 250, and will hold 3 health classes at actual locations.
An event marking “Nov. 1: Authentic Shochu and Awamori Day” will be held. Suzu Yamanouchi will try pairings of dishes devised by Hikaru Doi with authentic shochu and awamori. “The liver and barley shochu go perfectly together. My mouth is so happy…! (laughs)”
Published ・ Source Japan | PR TIMES
株式会社ジャパンエフエムネットワーク, in partnership with 日本酒造組合中央会, will hold an event on Oct. 30, 2026, to mark Nov. 1, “Authentic Shochu and Awamori Day.” Talent Suzu Yamanouchi and food researcher Hikaru Doi joined executives, including the presidents of Sanwa Shurui and Kirishima Shuzo, for shochu-and-food pairing experiences and a talk show.
Facts
About 1,600 alcoholic beverages nationwide
Nov. 1: “Authentic Shochu and Awamori Day”
Friday, Oct. 30, 2026
50 people selected in an advance lottery
The 8th Authentic Shochu and Awamori Cocktail Competition
Total social media followers exceed about 1 million
“Mori Art Award 2026 Grand Prize Winner Commemorative Exhibition: Mari Katayama” opens Saturday, Oct. 31, 2026, at 森美術館
Published ・ Source Japan | PR TIMES
一般財団法人森現代芸術財団 and 森美術館 will jointly present an exhibition from Oct. 31, 2026, commemorating Mari Katayama, the inaugural grand prize winner of the Mori Art Award 2026.
Facts
Saturday, Oct. 31, 2026
Sunday, March 28, 2027
Original賞金 1,000 万円
Original賞金 100 万円
12 works in total
Companies mentioned：一般財団法人森現代芸術財団、森美術館、MoriCAF、V&A Parasol Foundation Women in Photography project、Parasol Foundation Trust、ヴィクトリア&アルバート博物館、国際写真センター、ICP、テート・モダン、ヨーロッパ写真美術館、べネチア・ビエンナーレ、リレーリレーLLP
“Asakusa Haunted Night Parade” to return for limited dates in November following popular demand!
Published ・ Source Japan | PR TIMES
The nighttime horror event “Asakusa Haunted Night Parade,” held at Asakusa Hanayashiki, operated by 株式会社花やしき, has proved popular, prompting the announcement of additional dates in November 2026. Plans also include the debut of a new apparition, 人喰ターボ婆婆, and the theme song “言霊ONDO” by iamSHUM × メルナ.
Facts
Additional limited dates in November 2026
Advance ticket, general admission / 4,800 yen
Same-day ticket, general admission / 5,300 yen
Doors open at 18:30
Original21:00終演予定
Companies mentioned：株式会社花やしき、株式会社S.I.P.H Entertainment Japan、ワーナーミュージック・ジャパン、WARNER HYPE MUSIC
8 streamers from REJECT to compete in the 7-day team tournament “REJECT HOUR MONSTER STRIKE 七日杯,” starting Monday, Nov. 2, in Monster Strike
Published ・ Source Japan | PR TIMES
The 7-day team tournament “REJECT HOUR MONSTER STRIKE 七日杯,” featuring 8 streamers from the esports team “REJECT,” operated by 株式会社REJECT, will begin on Nov. 2, 2026, with support from 株式会社MIXI.
Facts
8 affiliated streamers
Set the spending limit at ¥10,000 for each participant
The number of users worldwide has surpassed 66 million
【STPR】Satomi to hold Zepp tour with 12 shows in 4 cities! “SATOMI UTATTEMITA TOUR 10th” kicks off Dec. 28
Published ・ Source Japan | PR TIMES
Satomi, who is affiliated with 株式会社STPR, will hold the 12-show, 4-city Zepp tour “SATOMI UTATTEMITA TOUR 10th” starting Dec. 28, 2026. The fan club “Satomi Official Fanclub - backstage -” has also opened for preview, and applications for the earliest advance ticket sales have begun.
Facts
4 cities
12 shows
December 28, 2026
10th anniversary of activities
9,900 yen
660 yen per month
Annual fee: 9,800 yen
1.73 million YouTube subscribers
Approximately 6.51 million followers across social media
Chilli Beans. to release the music video for “princess,” from 3rd Full Album “HONESTY,” on Nov. 4 (Wed.)!
Published ・ Source Japan | PR TIMES
Chilli Beans. announced that the music video for lead track “princess,” from their 3rd Full Album “HONESTY,” released in September, will premiere on YouTube on Nov. 4 at 20:00. A special Halloween-only teaser has also been released, and the band is currently touring 23 cities in Japan and overseas.
NewRoll unveils concept model “3110,” supervised by 鮨さいとう’s Takashi Saito, at Family Style Japan 2026
Published ・ Source Japan | PR TIMES
NewRoll (formerly AUTEC Inc.) unveiled concept model “3110,” supervised by 鮨さいとう’s Takashi Saito, at Family Style Japan 2026. The model was developed based on オーディオテクニカ products and aims to bring together sushi-robot technology and artisan craftsmanship.
10/30 International Evening News | Anthropic's IPO prospectus says only 台積電 can make its chips; 幣安 hacked for US$6.3 billion; Iran slams Qatar's 7-day ceasefire draft as “unacceptable”
Published ・ Source Taiwan | 風傳媒
Anthropic released its IPO prospectus, with a valuation of up to US$2 trillion, acknowledging its reliance on 台積電's manufacturing processes and listing Taiwan Strait risks as a consideration. 幣安 suffered losses of US$6.3 billion in a hack. The FCC plans to bar Chinese telecom companies from obtaining U.S. phone numbers.
Facts
Anthropic released its initial public offering prospectus and is expected to go public next month, potentially raising US$100 billion at a valuation of US$1.5 trillion to US$2 trillion.
Anthropic's prospectus says the company relies heavily on chips manufactured in Taiwan by 台積電, and that only 台積電 can make these chips.
幣安, the world's largest cryptocurrency exchange, was hacked, involving assets worth about US$6.3 billion. A blockchain intelligence firm suspects the attack was carried out by North Korean hackers.
Xi Jinping holds symposium with non-Party figures: The longer the Party governs, the stronger its sense of urgency must be
Published ・ Source Taiwan | 風傳媒
Chinese Communist Party General Secretary Xi Jinping chaired a symposium with non-Party figures on Aug. 21 to hear views on comprehensively strengthening Party discipline, stressing that the Party must heighten its sense of urgency during long-term governance to ensure its core leadership role.
Facts
The CPC Central Committee held a symposium with non-Party figures on Aug. 21, chaired by Xi Jinping.
Xi Jinping stressed that the longer the Party remains in power, the stronger its sense of urgency must be.
The symposium aimed to hear opinions and suggestions on the “Decision on Several Major Issues Concerning the Sustained Advancement of Comprehensive and Strict Party Governance.”
Original習近平指出治國必先治黨，強國必先強黨。
Addressing problems within the Party requires relying on the Party's own strength and achieving the four forms of self-improvement.
2026 Kaohsiung Halloween lighting ceremony kicks off; final year for giant pumpkin display, residents urged to seize chance to celebrate together
Published ・ Source Taiwan | 風傳媒
The 2026 Kaohsiung Halloween will be held at the National Kaohsiung Center for the Arts (Weiwuying) from Oct. 30 to Nov. 1. This is the final year the giant pumpkin will be on display. The event will feature an upgraded light show, a family costume starlight parade and a themed market. Deputy Mayor Lee Huai-jen presided over the lighting ceremony, which aims to bring residents together to share the city's energy and enjoy time together as families.
Facts
The 2026 Kaohsiung Halloween will be held at the National Kaohsiung Center for the Arts (Weiwuying) from Oct. 30 to Nov. 1.
This is the final year the giant pumpkin will be on display, and the lighting ceremony features an upgraded pumpkin light show.
Kaohsiung Deputy Mayor Lee Huai-jen attended the lighting ceremony on Oct. 30.
Last year's Kaohsiung Halloween drew 600,000 visits.
This year's event will feature more than 250 stalls at a themed market.
Chiang Wan-an's wife mocked over comments on 輝達 case; KMT councilor fires back: “Green-wing supporters are panicking,” can't stand Taipei's success, resort to smears and envy
Published ・ Source Taiwan | 風傳媒
After Chiang Wan-an's wife shared her views on the 輝達 case on Facebook, she was met with sarcastic comments from netizens, prompting anger among KMT councilors, who accused Green supporters of smearing Taipei's development out of envy.
台股 plunges more than 1,000 points! Analyst cites “margin financing refusing to retreat” as fatal blow: These 2 signals are key to a rebound
Published ・ Source Taiwan | 風傳媒
台股 plunged more than 1,000 points on the 30th, influenced by U.S. stocks. Veteran analyst Ho Chin-cheng said that “margin financing refusing to retreat” was a market concern, emphasizing that a stable New Taiwan dollar and a rebound in 台積電 are key to a market bottom. He also advised investors to position themselves in low-priced turnaround stocks.
Facts
台股 plunged more than 1,000 points after opening on the 30th, closing down 1,156.50 points at 45,211.83.
Senior analyst He Jincheng said the market's biggest problem is that margin investors are refusing to back down.
Original大盤止跌需具備新台幣回穩與台積電表現強於大盤並站穩季線兩大訊號。
大立光 formally passed fiber array certification at the end of September and is rushing to expand capacity.
智原因 announced it was entering the 2-nanometer field and had secured orders, sending its stock up by the daily limit for 2 consecutive sessions.
台灣美光 announces employee awards: million-dollar thank-you bonuses deposited today! More than 700 employees earn over 60 months of pay for the year
Published ・ Source Taiwan | 風傳媒
台灣美光 announced its FY26 awards, with more than 700 production-line employees receiving total pay for the year exceeding 60 months' salary. The awards include annual incentive bonuses, Maxout bonuses and million-dollar thank-you bonuses. It also announced that a quarterly profit-sharing program will be introduced in FY27, with the first payment scheduled for January next year.
Facts
Of the more than 4,300 production-line employees who worked at 台灣美光 throughout FY26, more than 700 received total annual compensation equivalent to at least 60 months' salary.
美光 said today (30) that employees received their annual incentive bonus for fiscal 2026 (FY26), Maxout production bonus and one-time NT$1 million thank-you bonus with their October pay.
For most employees, the FY26 annual incentive bonus was equivalent to about 7.5 to 12.5 months' salary.
The Maxout production bonus amounted to 20% of annual salary.
美光 will launch a new quarterly profit-sharing bonus in FY27, applicable to employees worldwide.
The first FY27 quarterly profit-sharing bonus is expected to be paid in full in cash in January 2027.
美光 expects to let employees check an estimate of this quarter's profit-sharing bonus through its internal Workday system before mid-November.
Su Chiao-hui takes her 70th campaign walkabout to Yonghe market! Vendors keep giving her radishes, scallions and garlic, as residents shout, “Our whole family will vote for you”
Published ・ Source Taiwan | 風傳媒
Democratic Progressive Party New Taipei mayoral candidate Su Chiao-hui visited Xizhou Market in Yonghe on the 30th for her 70th campaign walkabout, explaining her policies face-to-face and listening to public opinion.
Facts
Su Chiao-hui visited Xizhou Market in Yonghe on the 30th for her 70th campaign walkabout.
If elected mayor, Su Chiao-hui will establish an “Urban Renewal Bureau.”
The “Revitalization Envoys: Twin Cities on a Mission” program will take 15 young people to Japan for an 18-day in-depth study visit.
The “Germany 4.0 Reality Adventure” program will take 15 young people to Germany for a 17-day industry study tour, including visits to the European Space Agency's incubator and TRUMPF.
The Education Bureau's “North American International Finance Talent Route” will send young people to Canada to explore international financial markets and fintech development.
睿控網安 integrates ServiceNow to bring factory cybersecurity vulnerabilities under management
Published ・ Source Taiwan | 風傳媒
睿控網安 has launched an integrated ServiceNow application that brings OT vulnerability data into existing corporate management workflows, addressing gaps in factory cybersecurity monitoring and optimizing response priorities.
Facts
睿控網安 announced that its Vulnerability Response Integration for TXOne application is now available on the ServiceNow Store.
The integration brings OT vulnerability data compiled by the SenninOne platform into companies' existing vulnerability management workflows.
SenninOne gathers complementary data through products including SenninRecon, Edge, Stellar and Element to fill information gaps.
Managing vulnerabilities in industrial control equipment requires considering whether existing protection policies are already mitigating risks when setting response priorities.
Service Graph Connector for TXOne can import OT asset data into the ServiceNow Configuration Management Database.
Breaking free of the limits of Russia's MiG-29K! Indian Navy successfully tests Rafale M takeoffs and landings, boosting carrier air power with new fighter
Published ・ Source Taiwan | 風傳媒
The Indian Navy has successfully verified that French-made Rafale M fighters can take off from and land on the indigenous aircraft carrier INS Vikrant, marking significant progress in the purchase of 26 new fighters to modernize its carrier aviation force.
Facts
The Indian Navy successfully landed a Rafale M fighter on the deck of INS Vikrant for the first time on October 29.
India and France signed a military procurement agreement worth 630 billion rupees in April 2025 to purchase 26 Rafale fighters.
India's current aircraft carriers use a short takeoff and arrested landing system, unlike the catapult-assisted takeoffs used by France's Charles de Gaulle.
The Rafale M has a maximum range of 3,700 kilometers and 13 to 14 missile hardpoints.
The military procurement contract includes technology transfer, with France agreeing to help integrate weapons developed by India and establish production facilities locally.
Mixed reactions to tech earnings! AI's “peak season that isn't” sets off alarm bells; analyst offers hedging strategy: carrier fleet should shift to defense
Published ・ Source Taiwan | 風傳媒
Earnings from tech giants have fueled market concerns, with U.S. stocks falling and Taiwan stocks shedding more than 1,000 points. Analyst Lin Chang-hsing said AI investment is not yet in a bubble, but funding is tight and capital spending forecasts are below expectations, recommending a shift to defensive assets to hedge risk.
Facts
U.S. stocks' 3 major indexes fell amid tech giants' weaker-than-expected earnings and volatility in AI stocks, while Taiwan stocks plunged by more than 1,000 points.
After Google adopted AI, businesses became less willing to buy ads, and its own cash flow turned negative at $9 billion.
微軟 is generating revenue through cloud rentals and customized AI computing, with revenue up 19% year over year, while laying off 60,000 employees to cut costs.
SK海力士 chose to cash out its 10-year holding in 日本鎧俠, distributing a large share of the profits to shareholders.
The analyst recommended looking at U.S. ETFs such as 00924, which hold large companies with stable core businesses, including 微軟 and Apple, and have posted smaller gains this year.
0050 beneficiaries top 3.72 million! Expert: You can't rely on passive ETFs alone to retire early
Published ・ Source Taiwan | 風傳媒
The number of beneficiaries of 元大台灣50 hit a record 3.72 million. Investor Shih Ya-tang recommends that those 10-15 years from retirement also hold active ETFs to capture diverse AI opportunities.
Facts
The number of beneficiaries of 元大台灣50 (0050) topped 3.72 million, attracting about NT$108.7 billion.
Investor Shih Ya-tang said investors just 10 to 15 years from retirement need more high-growth, aggressive assets.
Recruit公司 uses AI models to screen résumés for businesses and precisely match job seekers with positions.
U.S. drug developer Natera uses 輝達 AI technology to process clinical data.
Shih Ya-tang recommends using broad-market ETFs as the core of a portfolio and adding global active ETFs as satellite holdings.
Campaign headquarters open one after another in Changbin and Chenggong; Wu Hsiu-hua says emotionally: “The East Coast isn't far away; every local resident is in my heart”
Published ・ Source Taiwan | 風傳媒
Taitung County mayoral candidate Wu Hsiu-hua opened campaign headquarters in Changbin Township and Chenggong Township on the 30th, thanking local supporters. She laid out a vision to “build Taitung's next decade,” stressing the need to improve resources and infrastructure in remote areas and opportunities for young people to return home. She also said she plans to travel throughout the county to listen to public opinion.
Facts
Taitung County mayoral candidate Wu Hsiu-hua opened campaign headquarters in Changbin Township and Chenggong Township on the 30th.
Wu Hsiu-hua proposed a vision to “build Taitung's next decade,” encompassing six major county government plans.
The opening ceremony for the Changbin Township campaign headquarters was held at the Changguang Activity Center.
The opening ceremony for the Chenggong Township campaign headquarters was held on Minfu Road in Chenggong Township, in front of the Indigenous Cultural Relics Museum.
Wu Hsiu-hua said county plans must provide comprehensive long-term care, medical and education services, and offer resources for young entrepreneurs so that young people returning home can fulfill their dreams.
Voting in the Taitung County mayoral election will take place on November 28.
Wu Hsiu-hua hopes to make the East Coast a happy home where older people can live with peace of mind, children can grow up happily and young people want to return home.
Hsu Chih-chieh and Chiu Yi-ying lend their voices in support! Su Chih-jung moved to tears by birthday surprise, vows to win and push for development
Published ・ Source Taiwan | 風傳媒
Fengshan District city council candidate Su Chih-jung held a folk song concert on the 29th, with legislators Hsu Chih-chieh and Chiu Yi-ying appearing in support. The DPP is striving to win all five Fengshan seats. Moved by a birthday surprise, Su said he hopes to win election and secure local development projects.
Facts
Fengshan District city council candidate Su Chih-jung held a folk song concert at Chishan Wenheng Temple on the evening of the 29th, drawing more than 500 local residents.
Legislators Hsu Chih-chieh and Chiu Yi-ying appeared to show their support for Su Chih-jung and campaign on his behalf.
The DPP’s election goal in the Fengshan constituency is to win all five city council seats.
Moved to tears by a birthday surprise, Su Chih-jung said his greatest wish was to be successfully elected to the city council.
Su Chih-jung pledged that, if elected, he would promote arts and culture in local communities and bring cultural activities to neighborhoods throughout the district.
Not ruling out a 2028 presidential bid! Philippines’ hawkish defense chief opens the door; Teodoro made his name with a “tough stance on China”
Published ・ Source Taiwan | 風傳媒
Philippine Defense Secretary Gilberto Teodoro has not ruled out running for president in 2028 and could compete with Vice President Sara Duterte, who is facing impeachment. A hawk on China, he stressed the need to be alert to the risks of Chinese investment and to advance military cooperation between the Philippines and the United States.
Facts
Philippine Defense Secretary Gilberto Teodoro said he has not ruled out running in the 2028 presidential election.
Teodoro was placed on Beijing’s sanctions list after repeatedly criticizing China’s military buildup in the South China Sea.
Incumbent Vice President Sara Duterte is facing multiple impeachment trials in the Senate.
The Philippines allows the United States to deploy military equipment on its territory, with facilities located near Taiwan and the South China Sea.
Teodoro is a descendant of the Xu Huange family, one of the Philippines’ largest Chinese-Filipino families, and holds a degree from Harvard Law School.
Taiwan stocks plunge a thousand points! Chou Tai-yun says “a major short-term rebound is coming,” warns that 2 trading strategies are dangerous
Published ・ Source Taiwan | 風傳媒
Taiwan stocks plunged a thousand points. Analyst Chou Tai-yun forecast that a major short-term rebound is imminent and warned investors about two dangerous trading strategies.
Taichung’s second round of market vouchers sells out instantly on opening day; vendors double sales as residents hope the program returns next year
Published ・ Source Taiwan | 風傳媒
The Taichung City Government’s Economic Development Bureau distributed 350,000 vouchers in the second round from October 30 to November 1. Markets saw a rush of redemptions on the first day, vendors’ sales doubled and residents responded enthusiastically, giving the local economy a boost.
Facts
Taichung’s second-round market voucher program ran from October 30 to November 1, with 350,000 vouchers distributed.
Large crowds queued at major markets early on the first day of the voucher program, and popular locations ran out within half an hour.
The vouchers let users exchange NT$100 in cash for NT$200 in vouchers, with a daily limit of 2 per person at each location.
Local vendors said business was booming, with sales surging several times above a typical weekday.
The vouchers are valid through November 5. Expired or lost vouchers will not be reissued, and no change will be given.
Sports, leisure and water sustainability come together as Fukuda hosts the first Taichung reclaimed-water ground golf tournament
Published ・ Source Taiwan | 風傳媒
The first “Taichung City Reclaimed Water Cup National Ground Golf Championship” was held on the 30th at the Fukuda Water Resources Recycling Center. Taichung’s Water Resources Bureau used the event to showcase its work transforming wastewater treatment plants into leisure facilities and promote its reclaimed-water supply plan, which is expected to provide 58,000 tons of reclaimed water daily to industrial parks.
Facts
The first “Taichung City Reclaimed Water Cup National Ground Golf Championship” teed off on the 30th at the Fukuda Water Resources Recycling Center in the South District.
Taichung’s Water Resources Bureau aims to deliver a stable 58,000 tons of reclaimed water daily to the Taichung Port Industrial Zone in the future.
The Fukuda Water Resources Recycling Center is Taichung’s largest water treatment facility.
The Water Resources Bureau has introduced advanced water-treatment technologies to upgrade purified effluent into high-quality industrial-grade reclaimed water.
The event was organized by Taichung’s Water Resources Bureau, which repurposed green space at the facility as a national ground golf tournament venue.
Anthropic surpasses the US government to become SpaceX’s largest customer! Starting in December, it will pay $3.1 billion a month for computing power
Published ・ Source Taiwan | 鉅亨網
Anthropic has become SpaceX’s largest customer, contributing 34.5% of revenue in the third quarter. The companies signed a contract worth up to $120.5 billion, with monthly payments of $3.1 billion starting in December. The deal has turned SpaceX’s AI business profitable but also increased customer-concentration risk.
Facts
Anthropic was SpaceX’s largest single customer in the third quarter, contributing more than one-third of revenue.
Anthropic and SpaceX signed a computing-power contract worth up to $120.5 billion.
Starting this December, Anthropic will pay SpaceX about $3.1 billion per month.
Anthropic can terminate the contract early with 90 days’ notice after January and March 2027.
〈U.S. premarket〉Tech stocks take another hit! Nasdaq plunges more than 2% to a low of more than two months; TSMC ADR falls more than 3%
Published ・ Source Taiwan | 鉅亨網
U.S. tech stocks slumped amid disappointing earnings from Amazon and Intel and concerns over AI investment, with the Nasdaq falling more than 2%. Money shifted to defensive sectors, the semiconductor index tumbled, and bonds and the Swiss franc strengthened as investors sought safety.
Facts
Major U.S. indexes opened lower Friday, with the Nasdaq Composite plunging more than 2% to a low not seen in more than two months.
Amazon and Intel fell 7% and 26%, respectively, in premarket trading, with selling spreading to chip, cloud and AI infrastructure stocks.
The Philadelphia Semiconductor Index fell 5.3%, while TSMC ADR dropped nearly 3.3%.
Brent crude rose 2.3% to about $117.50 a barrel.
Gold fell below $4,000 an ounce, while silver dropped 1.7%.
Intel forecast fourth-quarter earnings per share of $0.25 and revenue of $15 billion to $16 billion, both below analyst estimates.
Amazon reported negative free cash flow of $42.4 billion.
Lai Ching-te: Three approaches to help industries expand globally; continuing the Rongbang Project to help businesses form a “joint fleet”
Published ・ Source Taiwan | 鉅亨網
President Lai Ching-te announced the Rongbang Project at an economic diplomacy summit, saying it would help Taiwanese businesses form a joint fleet and expand overseas. The government will strengthen supply-chain integration and overseas operations through three approaches: coordinated action, deep local roots and government support.
The government will help industries expand globally in three ways: moving from going it alone to coordinated action, shifting from setting up factories to establishing deep local roots, and having the government serve as a backstop for businesses.
The government will help industries form “joint fleets” led by large companies and comprising upstream and downstream supply-chain firms, building industrial clusters overseas.
The government will advance the “AI New Ten Major Projects” and the “Plan to Support and Strengthen Small, Medium and Micro Enterprises” to boost innovation and competitiveness.
Taiwan’s industries have strengths in information and communications technology, precision manufacturing, and experience developing industrial clusters such as science parks.
Inflation stays firmly under control! NDC’s Yeh Chun-hsien: Full-year CPI to remain around 2%; economic growth forecast may be raised again
Published ・ Source Taiwan | 鉅亨網
National Development Council Chairman Yeh Chun-hsien said at the Economic Diplomacy Summit that Taiwan’s economy is resilient, supported by strong exports, investment and consumption. Full-year CPI is expected to be around 2%, while the economic growth forecast could be raised. The government is advancing the AI New Ten Major Projects and a 10-billion-yuan industrial investment fund to strengthen the technology base and supply-chain position.
Facts
National Development Council Chairman Yeh Chun-hsien attended the Economic Diplomacy Summit and delivered remarks.
Average CPI from January to September this year was 1.94%, and is forecast to remain around 2% for the full year.
International organizations forecast global economic growth of between 2.4% and 3.1%.
AI adoption in manufacturing is expected to reach 50% by 2028.
Original國發會推出8隻百億產業投資基金以充實創新創業資金鏈。
Taiwan has entered the global startup ecosystem index’s top 20 for the first time.
八貫 earns 5.7 yuan per share in first 3 quarters, beating full-year total from last year; new orders booked through after Q2 next year
Published ・ Source Taiwan | 鉅亨網
TPU materials maker 八貫(1342-TW) reported its financial results for the 3rd quarter of 2026. Supported by expanding applications across multiple fields and shipments for defense contracts, EPS for the first 3 quarters reached 5.7 yuan, surpassing the full-year figure from last year. New orders are booked through after Q2 next year, with strong operating momentum.
Facts
八貫 reported EPS of 1.6 yuan for the 3rd quarter of 2026 and cumulative EPS of 5.7 yuan for the first 3 quarters.
Original八貫2026年第3季營收9.4億元，年增53.78％。
Original八貫2026年前3季累計營收28.6億元，年增36％。
八貫’s new orders are currently booked through after the 2nd quarter of 2027.
八貫’s gross margin was 25.15% in the 3rd quarter of 2026, up 1 percentage point from the previous quarter.
八貫 reported after-tax net profit of 440 million yuan for the first 3 quarters of 2026, up 40.2% year over year.
八貫’s operating profit for the 3rd quarter of 2026 was 150 million yuan, up 46.13% year over year.
Hsiao Bi-khim outlines 3 key directions for drone development, aiming to build a 100% non-China, trusted Taiwan supply chain
Published ・ Source Taiwan | 鉅亨網
Vice President Hsiao Bi-khim attended the opening ceremony of the 2026 International Drone Forum on the 30th and announced that the government would make unmanned systems a national strategic priority, aiming to build a world-class “drone national team.” The 3 pillars are establishing a non-China supply chain, developing edge-computing innovation, and promoting drone diplomacy, strengthening self-defense capabilities and consolidating Taiwan’s position as Asia’s drone supply-chain hub.
Facts
Vice President Hsiao Bi-khim delivered remarks on the 30th at the opening of the “2026 International Drone Forum and International Drone Academy.”
The government regards unmanned systems as one of its highest national strategic priorities and is committed to building a world-class “drone national team.”
Hsiao Bi-khim’s drone development blueprint rests on 3 core pillars: building a non-China supply chain, developing edge computing and software-defined innovation, and promoting drone diplomacy.
Taiwan’s drone industry is growing rapidly, with exports in the first half of 2026 already exceeding the total for all of last year.
Taiwan is committed to providing a fully non-China supply chain, ensuring that microprocessors, flight controllers, optical payloads and batteries meet information security standards.
Taiwan is integrating edge computing into autonomous platforms, enabling real-time decision-making, sensor fusion and navigation when Global Positioning System signals fail.
Agencies involved in interministerial cooperation on drones include the Ministry of Economic Affairs, Ministry of Digital Affairs, National Chung-Shan Institute of Science and Technology, Industrial Technology Research Institute and National Security Council.
新唐 reported revenue of 7.86 billion New Taiwan dollars for the 3rd quarter of 2026, while its after-tax loss widened to 560 million yuan. The company announced a cash capital increase and forecast continued growth in its BMC business in 2027. The management team is also set to hand over leadership, with 焦子愷 taking over as chairman and 吳夢吉 becoming CEO.
Facts
Consolidated revenue for the 3rd quarter of 2026 was 7.86 billion New Taiwan dollars, down about 85 million yuan from the previous quarter.
新唐 announced a cash capital increase, mainly to strengthen working capital and provide funding flexibility in advance for the growth of future businesses.
新唐 partnered with firmware leader AMI to launch a comprehensive security expansion solution integrating 新唐’s Appel BMC and AMI’s open-source firmware MegaRAC 13.
After the handover for the Japanese joint venture is completed, current chairman Su Yuan-mao will begin his previously planned retirement, with 焦子愷 taking over as chairman.
新唐 unveiled a new-generation BBU battery-monitoring IC that supports daisy-chain communications and can connect up to 55 monitoring chips in a single configuration.
Demand is hot, but share prices are cold! Asia’s AI supply chain is bullish—why is the market still worried?
Published ・ Source Taiwan | 鉅亨網
Asian semiconductor supply-chain players such as 鴻海 and 東京威力科創 reiterated that AI demand is strong, but concerns over returns on capital spending and Anthropic’s potential IPO have weighed on technology stocks, exposing a gap between fundamentals and market confidence.
Facts
鴻海 Chairman Liu Young-way said AI is not in a bubble and that demand for its products is clear.
東京威力科創 forecast that operating profit would surge 87% to 1.17 trillion yen.
OriginalSK海力士宣布將向股東返還約750億美元。
鎧俠 forecast third-quarter non-GAAP operating profit of 2 trillion yen.
東京威力科創 announced plans to spend up to 150 billion yen on share buybacks.
長鑫科技 returned to profitability in the 3rd quarter, benefiting from rising memory prices.
廣達’s Barry Lam backs AI-powered smart healthcare, hoping AI can benefit more patients
Published ・ Source Taiwan | 鉅亨網
廣達 Group and MIT CSALL co-hosted the 2026 Technology Forum. Chairman Barry Lam stressed the importance of cooperation among industry, government and academia, and hopes AI healthcare technology can benefit patients across Asia through APEC.
Facts
廣達(2382-TW), 廣達研究院 and 廣達醫療科技基金會 jointly hosted the “2026 Quanta-MIT Technology Forum” with MIT CSALL.
The forum brought together several leading MIT CSALL scholars to share groundbreaking research.
The forum brought together experts from 21 Asia-Pacific economies and Taiwan’s medical community for dialogue among industry, government and academia.
Barry Lam hopes to take AI out of the laboratory and bring it to patients across Asia through APEC.
The forum explored cross-border and cross-institutional public-private collaboration to advance the AI healthcare ecosystem.
〈聯發科 earnings call〉Q3 EPS at 17.5 yuan; Q4 revenue forecast up 25-32% quarter over quarter, full-year outlook raised
Published ・ Source Taiwan | 鉅亨網
聯發科 reported net income after tax of 27.882 billion yuan for Q3, or 17.5 yuan per share. Supported by AI business and the start of mass production for new projects, Q4 revenue is forecast to rise 25-32% quarter over quarter, and the full-year outlook has been raised.
Facts
聯發科 reported after-tax net income of 27.882 billion yuan for the 3rd quarter, up 14.6% quarter over quarter and 10.6% year over year, with EPS of 17.5 yuan.
聯發科 forecast 4th-quarter revenue of 210.1 billion to 221.8 billion yuan, up 25% to 32% quarter over quarter.
聯發科 reported 168.058 billion yuan in revenue for the 3rd quarter, with smart edge platforms accounting for 58% and mobile business for 37%.
聯發科’s smart edge platform revenue rose 20% quarter over quarter and 63% year over year in the 3rd quarter.
聯發科’s mobile business revenue fell 1% quarter over quarter and 17% year over year in the 3rd quarter, but flagship products performed well.
Many major central banks pause rate hikes, but tightening cycle is not over amid energy and geopolitical concerns
Published ・ Source Taiwan | 鉅亨網
Major central banks around the world held off on rate hikes this week, but the tightening cycle is not over amid energy-price and geopolitical pressures. The 美國聯準會 held rates steady, while 加拿大銀行 led the way with a 25-basis-point hike to 2.5%. Other central banks, including those in Europe, the UK and Australia, also face inflationary pressures, with policy expected to tighten going forward.
Facts
Facing persistently high inflation data this week, the 美國聯準會 chose to leave interest rates unchanged.
Traders estimate the odds of a Federal Reserve rate hike in December at 80%.
加拿大銀行(BoC) led the way this week, raising its benchmark interest rate by 25 basis points to 2.5%.
紐西蘭央行(RBNZ) narrowly voted recently to keep its benchmark interest rate at 2.75%.
日本銀行 (BoJ) held interest rates steady on Friday and declared victory in its 14-year battle to achieve its price target.
瑞士國家銀行 (SNB) is expected to keep its benchmark interest rate at 0%.
Global stock funds attract inflows for 6th straight week! Asia most popular, while U.S. equity funds see outflows
Published ・ Source Taiwan | 鉅亨網
Global stock funds attracted inflows for a 6th consecutive week, totaling $10.19 billion, but the pace slowed. Buoyed by positive earnings from SK海力士, Asian and technology funds saw strong demand, while U.S. funds experienced withdrawals. Meanwhile, money market funds saw large outflows, indicating a reallocation of capital.
Facts
Global stock funds attracted inflows for a 6th consecutive week, but the pace of inflows slowed.
In the week ending Oct. 28, global equity funds saw net inflows of 10.19 billion US dollars.
Asian stock funds led with net inflows of $9.9 billion.
U.S. stock funds saw net redemptions of $6.65 billion.
Money market funds swung to net outflows of $38.5 billion from net inflows of $16.95 billion the previous week.
Net inflows into technology funds rose to $5.5 billion from $5.07 billion the previous week.
Short-term bond funds saw net outflows of $2.67 billion, their first weekly net redemptions since April 15.
Gold and other precious metals funds saw net redemptions of $1.51 billion.
French political and economic turmoil weighs on euro! It may post its worst monthly performance against the pound in more than 4 years
Published ・ Source Taiwan | 鉅亨網
Rising political and fiscal risks in France weighed on the euro, which fell more than 2% against the pound in October, its worst monthly performance in nearly 2 years. Better-than-expected UK economic data and a stable budget supported the pound, making it the top gainer among G10 currencies. 富國銀行 forecasts the exchange rate will fall to around 0.83 by year-end.
Facts
The euro fell more than 2% against the pound in October and may post its worst monthly performance since July 2022.
French government borrowing costs have climbed to a 25-year high.
富國銀行 strategists forecast the euro will fall to near 0.83 pounds against the pound by year-end.
The pound has posted the biggest gain against the euro this month among G10 currencies.
The International Monetary Fund (IMF) raised its UK economic growth forecast earlier this month.
Strong earnings fail to prevent sell-off: 鎧俠 forecasts net profit soaring 24 times, but shares plunge more than 7%
Published ・ Source Taiwan | 鉅亨網
鎧俠 released its fiscal 2026 forecast, projecting a sharp increase in net profit after tax, but its shares fell against the broader trend, mainly due to operating profit coming in below expectations and market concerns.
Facts
Net profit after tax for April to December 2026 is forecast to rise about 24 times year over year to 3.5578 trillion yen
Net profit for October to December is forecast to rise 15 times year over year to 1.36 trillion yen
The company will pay an interim dividend for the first time in its history, at 90 yen per share
鎧俠 shares plunged 7.14% on Friday, closing at 13,470 yen
Operating profit for October to December is forecast at 2 trillion yen, below the market analysts' average estimate of 2.3479 trillion yen
TrendForce forecasts NAND contract prices will rise 15% to 20% quarter over quarter in Q4
Companies mentioned：鎧俠、Kioxia、TrendForce、Crypto Times
〈Earnings〉Q3 revenue up 613% year over year, but concerns remain! 長鑫's results reveal resistance to memory price increases
Published ・ Source Taiwan | 鉅亨網
長鑫科技 benefited from AI demand, with revenue up more than 8 times year over year in the first 3 quarters and a return to profitability. However, sequential growth slowed in the third quarter and profit was flat, signaling fading momentum in traditional memory price increases, with demand constraints and stagnant earnings posing concerns.
Facts
長鑫科技 reported revenue of 269.02 billion yuan and net profit of 132.04 billion yuan in the first 3 quarters, reversing its losses.
長鑫科技's third-quarter revenue rose 613% year over year and 19.3% quarter over quarter, but the sequential growth rate was lower than in the second quarter.
長鑫科技's global market share rose to 10% at the end of the second quarter from 4% a year earlier.
晨星 analyst Jing Jie Yu said customers' resistance to price increases could leave profits stagnant in the coming quarters.
集邦科技 expects price increases for traditional memory to slow in the second half of 2026.
長鑫科技 unveiled a 4F² memory cell architecture this month and is also developing high-end HBM.
Companies mentioned：長鑫科技、CXMT、晨星、集邦科技、Counterpoint Research
Intel's third-quarter earnings beat expectations, but a weak fourth-quarter outlook, a factory incident and supply chain problems sent its shares plunging 25% premarket, wiping $120 billion off its market value and dragging down the semiconductor sector.
Facts
Intel's adjusted earnings per share were $0.52 and revenue was $16.5 billion in the third quarter of 2026.
Intel shares plunged about 25% premarket, wiping as much as $120 billion off its market value.
Intel forecasts fourth-quarter revenue of $15 billion to $16 billion and a gross margin of 37% to 38%.
Intel's data center and AI division reported third-quarter revenue up 78% year over year to $7.3 billion.
An incident at a factory in Israel caused production to halt for several weeks, disrupting server shipments.
輝達(NVDA-US) fell about 2.8% premarket, while AMD plunged 8.04%.
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 of free overflow at Baoshan No. 2 Reservoir, with discharge into Shijing Creek, affecting Baoshan Township and Emei Township in Hsinchu County and East, North and Xiangshan Districts in Hsinchu City. The public is 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.
Emergency repairs to a road leak on Section 2, Ximen Road, West Central District, Tainan City, will cause a partial water outage and reduced water pressure in the area.
To accommodate the installation of additional fire hydrants in Dalin Township, 台灣自來水公司 will suspend water service in parts of Dalin Township, Chiayi County, from 9 a.m. to 12 p.m. on October 31, 115, while carrying out construction.
台灣自來水公司 is replacing pipelines along Bade Road in Yingge District, affecting water service in Yongchang, Tongqing, Jianshan and Nanjing Villages in Yingge District, New Taipei City.
To improve the stability of water supply and reduce the risk of pipeline leaks, 台灣自來水公司 will replace pipelines in Xiliao Village, Qigu District, and Kunming and Kunshen villages, Jiangjun District, Tainan City, resulting in a water outage in those areas.