# AI News 180m Report｜2026-10-31 15:00–18:00 JST｜Page 2 of 2 One place for news and notices from 2 countries/regions: Taiwan, 78 items from 7 sources; Japan, 62 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link. ## Is Taiwan's best snack not Kuai Kuai puffs? Foreigners rave about "1 low-key divine food": once you start eating, you can't stop - Published: 2026-10-31T16:24:42+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177337 - Article page: https://ainews.idaeo.ai/a/4492724-en.html - anchor: #n3675565 After trying sweet potato crackers in Taiwan, a Japanese netizen praised their taste and addictiveness, resonating with netizens in Taiwan and Japan. Taiwanese people shared experiences of losing control while eating them, and insiders also recommended similar products such as taro crackers. Facts: - A Japanese netizen bought sweet potato crackers while traveling in Taiwan and posted praise for them - The Japanese netizen said buying sweet potato crackers in Taiwan is dangerous because you can't stop eating them - Taiwanese netizens shared experiences of eating sweet potato crackers and finishing them without realizing it - Insiders recommend taro crackers or preserved radish crackers as similar alternatives - The taro version of the cracker is considered more fragrant and less sweet ## Behind the scenes: Yin Wei operates behind the scenes, Jaw Shaw-kong offers guidance; Blue camp assesses Chiang Wan-an's debate as impressive, boosting Blue camp morale - Published: 2026-10-31T16:23:24+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177356 - Article page: https://ainews.idaeo.ai/a/4492725-en.html - anchor: #n3675566 The Blue camp internally assesses that Chiang Wan-an performed excellently in the debate and that morale has been lifted. Yin Wei handled the operation behind the scenes, with guidance and pointers from Jaw Shaw-kong, showing the Blue camp's strategic planning and team collaboration ahead of the election. ## Scooter parked in roadside parking space "but towed and ticketed"! NT$1,200 gone just like that, 1 hidden trap many owners don't know about - Published: 2026-10-31T16:02:19+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177320 - anchor: #n3673235 A Taipei scooter rider was towed for violating rules after failing to notice the red line behind a parking space, sparking online discussion about whether parking space design is a trap. Facts: - A Taipei netizen failed to notice the small red line behind a parking space, and had their scooter towed, paying a NT$600 fine and a NT$225 towing fee. - On red-line road sections, temporary stopping and parking are prohibited all day; violators can be fined from NT$600 up to NT$1,200. - If the vehicle is not moved as required, police may notify a tow truck, and the owner must bear the related towing and storage fees. - People who object to the contents of a traffic violation report should file an appeal within 30 days of receiving the red ticket. - The diagonally striped area is usually space reserved for disabled parking spaces, though motorcycles are sometimes seen parked there. ## War after the midterms? Foreign media say the White House plans a "final strike" the next day to end the Iranian nuclear threat - Published: 2026-10-31T15:50:12+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177347 - anchor: #n3673234 Foreign media report that Trump plans to launch a final strike on Iran after the midterm elections to end the nuclear threat, while Qatar and senior US officials are actively engaged in diplomatic mediation in an attempt to restart negotiations. Facts: - The Trump administration has briefed allies among the Persian Gulf states that it is preparing to launch a strike on Iran on Nov. 4. - 65% of Americans disapprove of how the Trump administration is handling military action against Iran. - The US has not attacked Iran since Sept. 1, and more than 6 months have passed since Washington and Israel jointly struck it. - Qatar has proposed a 7-day plan, with envoys Kushner and Witkoff taking part, to address concerns in Washington and Tehran. ## Taipei Mayoral TV Debate: Puma Shen Says City Government SOPs Are Poorly Grasped, Chiang Wan-an Fires Back: Making False Claims - Published: 2026-10-31T15:43:41+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177351 - anchor: #n3673236 At the Taipei mayoral TV debate, candidate Puma Shen accused his opponent Chiang Wan-an of lacking a clear understanding and command of the city government's standard operating procedures (SOPs). In response, Chiang Wan-an immediately hit back, sharply criticizing Shen's remarks as false information, and the two engaged in a fierce verbal exchange during the debate. ## Tokyo Subway Plans Fare Increase in March 2029, Will Stop Selling Paper Magnetic Tickets at Year-End - Published: 2026-10-31T15:42:57+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177352 - anchor: #n3673237 - Companies mentioned: TBS、東京Metro 東京Metro announced plans to raise fares in March 2029 and to overhaul its tickets, replacing traditional magnetic tickets with new paper tickets printed with a QR Code, aiming to resolve ticket jam problems and environmental burden while strengthening electronic ticketing services. Facts: - 東京Metro aims to raise fares in March 2029. - 東京Metro plans to stop selling magnetic tickets by the end of fiscal 2029. - The new paper tickets will be printed with a QR Code barcode. - The reason for considering the fare increase is rising personnel and material costs. - Magnetic commuter passes will be replaced by transit electronic tickets. ## Taipei Mayoral TV Debate: Chiang Wan-an Reaches Out to Ko Wen-je's Supporters, Thanks Ko for Laying a Solid Foundation - Published: 2026-10-31T15:21:48+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177350 - Article page: https://ainews.idaeo.ai/a/4492583-en.html - anchor: #n3673238 At the Taipei mayoral TV debate, Chiang Wan-an publicly reached out to Ko Wen-je, expressing gratitude and mentioning that Ko had laid a solid foundation for the related matters. ## US Suspends Visa-Free Entry for Chinese Tourists! Aimed at Preventing "Birth Tourism" and Espionage Infiltration, but It Troubles Guam and Saipan - Published: 2026-10-31T15:20:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177345 - Article page: https://ainews.idaeo.ai/a/4492584-en.html - anchor: #n3673239 The US Department of Homeland Security announced a suspension of the visa-free program for Chinese travelers to the Northern Mariana Islands, citing national security and espionage risks. The local tourism industry worries the move will severely hurt an economy that relies on Chinese visitors. Facts: - The US Department of Homeland Security announced on Oct. 27 that it was suspending the visa-free entry program for Chinese travelers to the Northern Mariana Islands. - The reasons for suspending visa-free entry include preventing espionage, human smuggling and birth tourism. - In fiscal year 2026, travelers from China accounted for more than 20% of total arrivals to the Northern Mariana Islands. - The Pentagon is rebuilding military airfield facilities on Tinian. - Between 2024 and 2025, prosecutors charged and convicted multiple human smugglers who smuggled Chinese citizens into Guam. - The Northern Mariana Islands are working to recover from the damage caused by Typhoon Sinlaku, a powerful storm that struck in April. - The EVS-TAP program originally allowed Chinese travelers who passed a pre-arrival security screening to enter the Northern Mariana Islands visa-free for up to 14 days. ## Taipei Mayoral TV Debate: Chiang Wan-an Attacks Double Standards in Position, Puma Shen Retorts: You Go Back to Be a Legislator, I'll Be Taipei Mayor - Published: 2026-10-31T15:02:51+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177346 - Article page: https://ainews.idaeo.ai/a/4492585-en.html - anchor: #n3673241 In the Taipei mayoral TV debate, Chiang Wan-an criticized Puma Shen's position as containing double standards, while Shen retorted that if Chiang returned to the post of legislator, he would take the job of Taipei mayor. ## Taipei Mayoral TV Debate: Puma Shen Questions High Absence Rate at Legislative Yuan Meetings, Chiang Wan-an: Fixating on Working Meetings Is Unrealistic - Published: 2026-10-31T15:01:20+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177344 - Article page: https://ainews.idaeo.ai/a/4492586-en.html - anchor: #n3673242 In the Taipei mayoral TV debate, Puma Shen raised questions about the absence rate at Legislative Yuan meetings, while Chiang Wan-an responded that such fixation on working meetings is unrealistic. ## Another New Attraction in Taiwan! Park Gets Major Upgrade: "Free Admission, Stunning Scenery, Convenient Transport," See the Address and Highlights at a Glance - Published: 2026-10-31T14:59:47+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177343 - anchor: #n3672941 The Kaohsiung City Government Water Resources Bureau invested about 50 million yuan to build a new 635-meter scenic walkway along Cheng Ching Lake Loop Road in Niaosong District. The facility opened early on Oct. 29, 2026, aiming to resolve the past problem of crossing pedestrian and vehicle routes and to improve leisure quality by renovating viewing platforms. Facts: - The Kaohsiung City Government Water Resources Bureau invested about 50 million yuan to improve the area around Loop Road in Niaosong District. - The Cheng Ching Lake scenic walkway is about 635 meters long and about 3 meters wide, and opened early on Oct. 29, 2026. - The walkway connects Wenqian Road and Dapi Road, with added railings and improved pedestrian and vehicle routes. - The project renovated the sunset viewing platform and added seating, letting visitors rest and enjoy the lakeshore scenery. - The walkway is designed with low-saturation paving that has a natural texture, paired with simple black railings. ## 全台最高火車站是這1站！海拔2451公尺高山、穿越森林絕美雲海，當年竟是專為看日出而建 - Published: 2026-10-31T14:43:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11171015 - anchor: #n3672942 Alishan Forest Railway's Zhushan Station reopened on Nov. 21, 2023, and at 2451 meters above sea level it is the highest in Taiwan. The new station combines Tsou culture with sustainable ecological design, won the Excellence Award at the Public Construction Golden Quality Award, and offers visitors a better sunrise-viewing experience. Facts: - Zhushan Station is located in Alishan Township, Chiayi County, at 2451 meters above sea level, making it the highest railway station in Taiwan. - The Zhushan Line is 6.25 kilometers long, starting at Alishan Station at about 2216 meters above sea level and ending at Zhushan Station at 2451 meters, an elevation difference of 235 meters. - Construction on the Zhushan Line began on May 30, 1984, and it officially opened to traffic on Jan. 13, 1986, making it the first sightseeing railway the Alishan Forest Railway planned and built on its own. - Zhushan Station was closed for reconstruction from Oct. 2020, and after 3 years of work, trains resumed stopping there on Nov. 21, 2023. - A rainwater collection tank with a capacity of 400 tons was installed beneath the platform foundation of Zhushan Station to address the difficulty of obtaining water resources in high mountain areas. - The Zhushan Station reconstruction project won the Excellence Award in the architecture category at the 23rd Public Construction Golden Quality Award on Dec. 26, 2023. ## Is the Formosan Clouded Leopard Really Extinct? The Mysterious Predator That Climbs Trees to Ambush Muntjac and Hunts Monkeys: A 1923 Alishan Specimen Reveals Its Last Traces - Published: 2026-10-31T14:37:52+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11176865 - anchor: #n3672943 - Companies mentioned: 國立自然科學博物館、國立台灣博物館、林業及自然保育署嘉義分署、高雄市立美術館、國立台灣史前文化博物館 國立自然科學博物館 received an Alishan clouded leopard specimen on June 17, 2025, confirming that the Formosan clouded leopard once existed. Long-term surveys show it has vanished due to habitat destruction and prey decline, but a sighting record in Taitung in 2019 has sparked discussion. Facts: - 國立自然科學博物館 released information on June 17, 2025, stating that in 1923 Japanese zoologist Moichiro Maki collected a Formosan clouded leopard specimen at Zhaoping in Alishan. - Japanese literature up to 1933 records that 20 clouded leopards were once caught within half a year, mainly in the deep mountains of eastern, central and southern Taiwan. - A research team conducted a nationwide field survey from 1997 to 2012, accumulating more than 120,000 camera-trap working days without photographing a single clouded leopard. - On June 17, 2025, 林業及自然保育署嘉義分署 donated the standing clouded leopard specimen from the Alishan Museum to the National Museum of Natural Science. - In Feb. 2019, news emerged that patrol personnel in the Alang Yi tribe of Daren Township, Taitung County, had possibly sighted a clouded leopard. ## Taipei Mayoral Debate: Starting With City Affairs! Chiang Wan-an Lashes Out at Puma Shen: You Don't Understand City Governance, You Leave Messages on Read and Reply Off-Topic - Published: 2026-10-31T14:22:16+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177342 - Article page: https://ainews.idaeo.ai/a/4492433-en.html - anchor: #n3672945 At the 2026 Taipei mayoral debate, Chiang Wan-an and Puma Shen clashed fiercely over urban renewal, childcare and education policies. Chiang criticized Shen for not understanding city governance and giving empty answers, and showed the results of urban renewal; Shen stressed that urban renewal needs supporting accompaniment mechanisms and rolling policy adjustments. Facts: - The 2026 Taipei mayoral TV debate took place at noon on the 31st, with Chiang Wan-an formally facing off against Democratic Progressive Party candidate Puma Shen. - Chiang Wan-an said the number of urban renewal cases in Taipei is 2.4 times what it was before, and 1.3 times the combined total of the other five special municipalities. - 沈伯洋表示台北市30年以上的房子占了7成，且沒有核定的案子比其他縣市多。 - Puma Shen said the public housing fund would be raised a further 20% on its own, with the aim of providing accompaniment. - Chiang Wan-an questioned that if all licensed nannies in Taipei were put into the policy of four hours of free temporary childcare per week for ages 0 to 6, four times the manpower would still be needed. - Puma Shen pointed out that the dual-homeroom-teacher system references a pilot case at Xiulang Elementary School in New Taipei City, where first and sixth grades have dual homeroom teachers. - Chiang Wan-an criticized Puma Shen for talking with great flourish but delivering results that are unrecognizable. ## Motorcyclists no longer have to get rained on! Taiwan's cabin motorcycle delivery timeline revealed, with details on no helmet requirement, electric three-wheeler license, right-of-way and parking rules - Published: 2026-10-31T14:18:06+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177217 - Article page: https://ainews.idaeo.ai/a/4492434-en.html - anchor: #n3672946 - Companies mentioned: Lean Mobility、Autobacs、自由時報 Lean Mobility, a Taiwan-Japan joint venture, has launched Lean3, an enclosed three-wheel electric vehicle. Production delays have pushed delivery in Japan and Taiwan to 2027. The vehicle features an enclosed cabin and active lean technology. Drivers need at least a small passenger car license, and the vehicle is subject to specific right-of-way and parking rules. Facts: - Delivery of the Lean3 in Japan has been postponed to January 2027 or later due to parts procurement delays. - In Taiwan, the Lean3 is classified as an ordinary heavy motorcycle, but drivers must hold at least a small passenger car license. - The Lean3 is equipped with an 8.1kWh lithium iron phosphate battery and has a range of about 100 km under the WLTC test standard. - The Lean3 body measures about 2,470 mm in length and 970 mm in width. - In Taiwan, the individual edition is priced from NT$328,000 and the corporate edition from NT$318,000. - The Lean3 uses active body lean control technology to improve cornering stability. ## Taipei mayoral debate! Puma Shen proposes "these 3 things" to do in his first 100 days in office, while Chiang Wan-an showcases his 4 years of achievements - Published: 2026-10-31T14:15:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11177340 - Article page: https://ainews.idaeo.ai/a/4492435-en.html - anchor: #n3672947 The first debate in the Taipei mayoral election was held on Oct. 31, with Puma Shen and Chiang Wan-an presenting their future policies and past achievements respectively. Shen focused on the environment, child and youth welfare, and education, while Chiang emphasized economic development and livelihood subsidies. Facts: - Puma Shen proposed that within his first 100 days in office, he would promote tree planting through dedicated personnel, dedicated legislation, dedicated funding and dedicated expertise, with the goal of "planting the trees back." - Chiang Wan-an noted that Nvidia's first overseas headquarters is settling in Beitou-Shilin Technology Park, bringing 40 billion in investment and 10,000 high-paying job opportunities. - Chiang Wan-an mentioned that the subsidy for a first child has increased from NT$20,000 to NT$40,000, and that a maternity-care car service is also provided. - After the Gongguan roundabout was removed, the traffic accident rate fell by 12%. - Puma Shen held a "city government debug-a-thon" event, which drew more than 300 registrants and produced 34 creative solutions. ## Hsiang Shi Tian Tang raises prices again, adding a service charge, yet only 1 time slot stays under 1,000! Lunch boxes, hot pot and coffee all get pricier as these well-known brands announce hikes - Published: 2026-10-31T14:05:11+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11177341 - Article page: https://ainews.idaeo.ai/a/4492436-en.html - anchor: #n3672949 - Companies mentioned: 王品集團、石二鍋、八方雲集、梁社漢排骨、麥當勞、摩斯漢堡、路易莎、鬍鬚張、饗賓集團、饗食天堂、饗饗、旭集、果然匯、URBAN PARADISE In 2026, Taiwan's restaurant industry has seen a wave of price increases amid inflation and cost pressures. Well-known brands including 石二鍋, Liang She Han, 路易莎, 鬍鬚張 and 饗食天堂 have raised prices one after another, reflecting a sharp rise in operating costs across the industry. Facts: - In 2026, Taiwan's restaurant market has seen a new wave of price increases amid inflation and rising costs, covering everything from lunch boxes and hot pot to coffee and buffets. - 石二鍋, under 王品集團, announced menu adjustments on Oct. 20, with an overall average increase of 8.8%. - 梁社漢排骨, under 八方雲集, adjusted its chicken lunch box series in October, with an average increase of about 5%. - Coffee chain 路易莎 has raised prices on about 90 items starting Jan. 6, with an average increase of about 5%. - 饗食天堂 will raise prices starting Dec. 1, 2026, adding NT$30 per person for all time slots except weekday afternoon meals. - Its parent company, the Hsiang Bin Hospitality Group, said that mall electricity costs doubling over the past 3 years is one of the reasons 饗食天堂 has become its lowest-margin brand. ## Cathie Wood's latest trades revealed! Big cut of $24.21 million in 禮來, adding to Tempus AI and Coinbase - Published: 2026-10-31T16:10:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642879 - Article page: https://ainews.idaeo.ai/a/4492707-en.html - anchor: #n3675500 - Companies mentioned: 方舟投資、ARK Invest、禮來、LLY、Tempus AI、TEM、Coinbase、COIN、Circle、CRCL、加州太平洋生技科技、PACB、Robinhood、HOOD、Bullish、BLSH、Caredx、CDNA、Investing.com ETFs run by 方舟投資 founder Cathie Wood made multiple trades on the 30th, including a big cut of $24.21 million in 禮來 shares and additions to Tempus AI, Coinbase and Circle, reflecting her continued positioning in AI healthcare and cryptocurrency and a portfolio adjustment. Facts: - Through the ARK Innovation ETF (ARKK), 方舟投資 sold 17,626 shares of 禮來 (LLY), in a transaction worth $24,212,836. - Through ARKK and the ARK Genomic Revolution ETF (ARKG), 方舟投資 bought a combined 154,521 shares of Tempus AI (TEM), in transactions worth $12,027,914. - Through ARKK, the ARK Next Generation Technology ETF (ARKW) and the ARK Fintech Innovation ETF (ARKF), 方舟投資 bought 39,418 shares of Coinbase (COIN), worth about $6.33 million. - 方舟投資 bought 74,894 shares of Circle (CRCL), in a transaction worth $5,990,771. - 方舟投資 bought 480,274 shares of 加州太平洋生技科技 (PACB), in a transaction worth $1,392,794. - Through ARKF, 方舟投資 bought 13,757 shares of Robinhood (HOOD), in a transaction worth $1,260,003. - Through ARKK, ARKW and ARKF, 方舟投資 sold a combined 238,373 shares of Bullish (BLSH), in transactions worth $6,786,479. - Through ARKG, 方舟投資 sold 50,859 shares of Caredx (CDNA), in a transaction worth $3,637,435. ## Tech bonds are "diamonds in the rough"! Strategist: Investors get an opportunity as AI giants take on debt - Published: 2026-10-31T16:00:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642849 - anchor: #n3673172 - Companies mentioned: 美銀、Benzinga、甲骨文、Meta、亞馬遜、輝達、微軟、蘋果、CoreWeave、Alphabet、標普全球、Roundhill、VanEck、iShares Michael Hartnett, chief strategist at 美銀, recommends that investors buy tech bonds, calling them "diamonds in the rough." As AI giants sharply increase bond issuance and reduce share buybacks, tech bond yields have risen to an attractive 6%-8% range. Although widening credit default swap spreads show the market remains wary, bondholders' position is expected to improve. Facts: - Michael Hartnett, chief investment strategist at 美銀, recommends buying tech bonds, calling them "diamonds in the rough," because AI hyperscalers are increasing equity issuance and reducing share buybacks. ## Has the AI bubble burst? Nasdaq's one-day drop of 748 points and the history of the dot-com bubble reveal market warning signs - Published: 2026-10-31T15:50:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642876 - Article page: https://ainews.idaeo.ai/a/4492559-en.html - anchor: #n3673173 - Companies mentioned: MarketWatch、Ned Davis Research公司、休伯特那斯達克電子報 US stocks plunged on Friday, with the Nasdaq index falling 748 points and raising concerns that a bubble has burst. Historical data show that big drops are mostly seen in bear markets, but unlike in 2000, investors have already pulled out quickly, a contrarian investment signal. Facts: - On Friday (the 30th), the Nasdaq Composite Index fell 748 points that day, a drop of 2.9%. - Since 1971, 84% of the 50 largest-drop trading days have occurred in bear markets. - The Nasdaq is currently 5.1% below the record high it set three weeks ago. - The HNNSI index has fallen 76 percentage points over the past three weeks and now stands at 6.2%. - Trading days in a bear market account for only 25% of all trading days. ## Jensen Huang reportedly has a female spy at his side; H200 sales caught in a squeeze between the US and China - Published: 2026-10-31T15:40:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642194 - Article page: https://ainews.idaeo.ai/a/4492560-en.html - anchor: #n3673174 - Companies mentioned: 輝達、Megaspeed、華為 輝達 faces sales difficulties in the China market due to crossing US and China policies and suspicions of intelligence activity involving a customer executive. Although the US has cleared H200 exports, Chinese purchasing restrictions left H200 at less than 1% of 輝達's second-quarter revenue, and its guidance also excludes China business. Facts: - 輝達's latest quarterly guidance still excludes China data center computing revenue. - The New York Times reported that US intelligence agencies believe Alice Huang, a senior executive at Megaspeed, served as an intelligence source passing information to Beijing. - 輝達's second-quarter H200 sales accounted for less than 1% of the quarter's roughly $89 billion in data center revenue. - In its second-quarter earnings report, 輝達 said it could not launch a product that is both approved by the US and Chinese governments and broadly sold in the China market. - US authorities have been investigating Megaspeed for more than a year, focusing on whether it transshipped chips to China. - 輝達 shares fell 4.2% on Friday and are down more than 10% cumulatively in October. ## Memory price hikes are a double-edged sword! Micron enjoys high profits but sows concerns over a cyclical reversal - Published: 2026-10-31T15:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642910 - Article page: https://ainews.idaeo.ai/a/4492562-en.html - anchor: #n3673176 - Companies mentioned: 美光科技(MU-US)、英特爾(INTC-US)、亞馬遜(AMZN-US)、微軟(MSFT-US) Micron Technology's profits have risen as its stock benefited from soaring memory prices, but Intel warned that memory shortages could hinder the PC market recovery, and the market is worried about memory cycle risks. Facts: - 美光科技(MU-US) shares closed lower on Friday (the 30th), falling 5.3% to $884.74 per share. - Intel's shares plunged 29% that day because its guidance was weaker than expected. - Intel said memory supply shortages are hitting the PC market and suppressing chip demand. - Intel CFO Dave Zinsner said he is not optimistic about the memory market next year. - Surging memory prices have boosted Micron's profits, but mid- and low-end smartphone customers are under pressure. - AI investment has not cooled yet, and most large tech companies have kept their capital expenditure forecasts unchanged. ## [Analysis] Trump suspends robot tariffs; can 180 days of negotiations solve America's manufacturing dilemma? - Published: 2026-10-31T15:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642948 - Article page: https://ainews.idaeo.ai/a/4492561-en.html - anchor: #n3673175 - Companies mentioned: 發那科、安川電機、ABB、庫卡、通用汽車、福特汽車、特斯拉、波音、洛克希德馬丁、亞馬遜 US President Trump signed a proclamation suspending tariffs on imported robots and industrial machinery for 180 days, requiring negotiations with trade partners to reduce reliance on overseas equipment. The decision temporarily avoids higher costs for manufacturers, but tariffs could still be imposed if talks break down, reflecting the contradiction between the US manufacturing reshoring policy and current supply chain dependence. Facts: - US President Trump signed a proclamation on Oct. 28 formally determining that imported robots, industrial machinery and related components pose a threat to US national security. - The Trump administration is requiring a 180-day negotiation with trade partners, with a progress report to the president due by April 26, 2027. - In 2024, US manufactured goods shipments reached about 7.1 trillion US dollars, and equipment output was about 86 billion US dollars. - According to the International Federation of Robotics (IFR), new industrial robot installations in the US in 2025 came close to 38,500 units. - The US market for heavy industrial robotic arms is dominated mainly by companies such as Japan's 發那科 (FANUC), 安川電機 (Yaskawa), Switzerland's ABB and Germany's 庫卡 (KUKA). - The Trump administration instructed Commerce Secretary Lutnick and US Trade Representative Greer to jointly negotiate with appropriate foreign trade partners. - The US is already the world's second-largest market for industrial robot applications. ## Tech stock selloff intensifies! Nasdaq 100 falls into correction, 英特爾 plunges 29% - Published: 2026-10-31T15:10:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642875 - Article page: https://ainews.idaeo.ai/a/4492563-en.html - anchor: #n3673177 - Companies mentioned: 英特爾、Alphabet、亞馬遜、Reddit、微軟、Meta、輝達、美光科技 Amid weak earnings and concerns over slowing AI investment, the Nasdaq 100 entered correction territory and 英特爾 shares plunged 29%. The development reflects investor doubts about the future growth momentum of the tech industry. Facts: - The Nasdaq 100 entering correction territory usually means a decline of 10% or more from a recent high. - 英特爾 shares plunged 29%, the worst single-day performance since at least 1980. - Alphabet reported quarterly revenue below market expectations for the first time since 2024. - Reddit shares posted their largest single-day drop ever on Friday, as declining traffic referred from Google Search limited the platform's growth. - Investors are beginning to question whether companies can keep up the pace of spending on large-scale chip purchases and data center construction to support the development of AI technology. ## Trump calls Norway a "shithole"; official tourism site posts stunning public toilets as travel ads, drawing visitors from 173 countries - Published: 2026-10-31T15:00:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642645 - Article page: https://ainews.idaeo.ai/a/4492564-en.html - anchor: #n3673178 - Companies mentioned: 挪威創新署、Innovation Norway、Visitnorway.com Facing Trump's insults, Norway's official tourism website launched a travel ad featuring fjord public toilets. It drew 80,000 views from 173 countries, successfully turning negative remarks into a marketing opportunity to showcase natural scenery. Facts: - Norway's official tourism website Visitnorway.com published a feature titled "Is this the world's best public toilet?", showing photos of mountain public toilets on the Helgeland coast in the north and the Aurlandsfjord in the south. - The ad campaign has drawn about 80,000 views from 173 countries. - At a campaign rally in Michigan, Trump complained that after mediating 8 wars, with two more still being handled, he should have won the Nobel Peace Prize long ago. - Baglo, editor-in-chief of the 挪威創新署 website, said the project received enthusiastic responses from South Korea, Germany and Canada. - Fageren of the Norwegian tourism board said the key is to turn the tables and turn a disadvantage into an advantage, using top-quality public toilets to showcase natural scenery as a marketing highlight. ## [Analysis] Tech stocks plunge, oil giants hit record highs: How long can the refining windfall last? - Published: 2026-10-31T14:50:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642930 - Article page: https://ainews.idaeo.ai/a/4492412-en.html - anchor: #n3672878 - Companies mentioned: 埃克森美孚、Exxon Mobil、雪佛龍、Chevron On Oct. 30, US tech stocks fell sharply on concerns over AI capital spending, with the Nasdaq plunging more than 3%. The same day, 埃克森美孚 and 雪佛龍 bucked the trend to hit record highs, with third-quarter earnings beating expectations and refining profits surging, driven by damaged global refining capacity and tight refined product supply. Facts: - 埃克森美孚 third-quarter net income reached 15.4 billion US dollars, more than double a year earlier, with earnings per share of 3.72 US dollars and adjusted earnings per share of 4.23 US dollars, above the analyst estimate of 4.08 US dollars - 雪佛龍 third-quarter net income reached 9.9 billion US dollars, up about 180% year on year, with earnings per share of 5.06 US dollars and adjusted earnings per share of 5.28 US dollars; revenue rose 36% year on year to 67.8 billion US dollars - 埃克森美孚 third-quarter profit in its energy products segment reached 7.17 billion US dollars, slightly higher than the 7.09 billion US dollars in its upstream segment - 雪佛龍 third-quarter downstream profit reached 4.93 billion US dollars, up more than threefold year on year - The average US diesel price has risen to 6.32 US dollars per gallon, up about 71% from a year earlier ## Is the buying opportunity here? AI giants borrow frantically, tech bonds plunge 9% this year - Published: 2026-10-31T14:40:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642852 - Article page: https://ainews.idaeo.ai/a/4492411-en.html - anchor: #n3672879 - Companies mentioned: 美銀、Alphabet、Meta、亞馬遜、微軟、甲骨文、CoreWeave、Galaxy Digital、軟銀集團、博通、輝達、美光科技、超微、蘋果 美銀 strategist Hartnett noted that tech giants issued 182 billion US dollars in bonds for AI infrastructure, causing tech bonds to plunge 9%. Share buybacks have shrunk by 87%, reflecting a shift in capital allocation toward infrastructure, and high-yield bonds now offer investment value. Facts: - US investment-grade tech corporate bonds have fallen a cumulative 9% so far this year, to their lowest level in 30 years. - Tech giants including Alphabet, Meta, 亞馬遜, 微軟 and 甲骨文 have issued a cumulative 182 billion US dollars in bonds this year. - On an annualized basis, share buybacks by large cloud computing and AI infrastructure companies have fallen to 14 billion US dollars, a drop of nearly 87% from 105 billion US dollars in 2024. - The yield on AI cloud computing company CoreWeave's bonds due in 2031 is as high as 14.26%. - The yield on 甲骨文 bonds due in 2066 reached 8.43%, while the yield on Meta bonds due the same year is 7.40%. ## [Hot Stock] 研華 Q3 profit hits record, outlook positive; closes higher against a 1,000-point market drop - Published: 2026-10-31T14:30:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642927 - anchor: #n3672880 - Companies mentioned: 研華 Industrial computer leader 研華 posted soaring third-quarter profit, with net income after tax of 6.218 billion yuan, a single-quarter record. Order momentum is strong, with the B/B Ratio at 1.64, all four major regions growing, and a positive outlook for the fourth quarter; the stock closed higher against the market trend. Facts: - 研華 third-quarter net income after tax was 6.218 billion yuan, up 37.63% quarter on quarter and 124.79% year on year. - 研華 third-quarter earnings per share were 7.15 yuan, a single-quarter record. - 研華 cumulative net income after tax for the first three quarters was 14.070 billion yuan, already exceeding its full-year profit last year. - 研華 third-quarter book-to-bill ratio (B/B Ratio) was 1.64. - 研華 book-to-bill ratio in North America reached 2.12 in the third quarter. - 研華 shares rose 1% against the market trend on Friday, closing at 680 yuan. ## Are AI financing problems already showing? Barclays: Wall Street still in "denial stage," CoreWeave bond yield nears 15% - Published: 2026-10-31T14:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6642873 - Article page: https://ainews.idaeo.ai/a/4492414-en.html - anchor: #n3672881 - Companies mentioned: 巴克萊 (Barclays)、Benzinga、彭博 (Bloomberg)、Alphabet、亞馬遜 (Amazon)、Cipher Digital、CoreWeave、Meta Barclays strategist Altmann warned that Wall Street remains in a "denial stage" over AI investment, with CoreWeave bond yields nearing 15% and Cipher Digital shares falling on dilution concerns, showing that AI startups face financing difficulties. Facts: - Alexander Altmann, head of global equity tactical strategy at Barclays, warned that Wall Street's attitude toward the AI industry remains in a "denial stage." - The bond yield of AI cloud service provider CoreWeave climbed to nearly 15% in mid-October. - Cipher Digital proposed on Oct. 13 to issue 850 million US dollars in convertible bonds, sending its shares down nearly 13%. - Barclays estimates net corporate bond issuance this year will reach 1.1 trillion US dollars. - Prediction market Polymarket puts the probability of an AI industry downturn by Dec. 31 at 9%. ## Water outage (Yilan County) - Published: 2026-10-31T17:00:02+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311600&info=20043484 - anchor: #n3675649 - Companies mentioned: 台灣自來水公司 台灣自來水公司 carried out an emergency repair of a leaking water pipeline and implemented a water outage in parts of Dongshan Township, Yilan County. Facts: - Effective time: 2026-10-31T15:57:29 - Expiry time: 2026-10-31T20:00:00 ## Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County) - Published: 2026-10-31T16:18:40+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261031151840_0000&info=20043483 - anchor: #n3675650 - Companies mentioned: 水利署 水利署發布寶山第二水庫自由溢流訊息，影響新竹縣寶山鄉、峨眉鄉及新竹市東區、北區、香山區，請沿岸民眾注意並遠離河床。 Facts: - Effective time: 2026-10-31T15:18:40 - Expiry time: 2026-10-31T18:19:00 ## Water Outage (Miaoli County) - Published: 2026-10-31T16:00:01+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311500&info=20043481 - anchor: #n3675651 - Companies mentioned: 台灣自來水公司 台灣自來水公司 issued a water outage alert for Qinghua Village, Miaoli City, Miaoli County, due to emergency pipeline repairs in front of Highway 167, with the affected period from 14:54 to 18:00 on Oct. 31, 2026. Facts: - Highway 167 - 100mm. - Effective time: 2026-10-31T14:54:58 - Expiry time: 2026-10-31T18:00:00 ## Water outage (Miaoli County, Hsinchu City) - Published: 2026-10-31T15:50:01+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311450&info=20043480 - anchor: #n3675652 - Companies mentioned: 台灣自來水公司 台灣自來水公司 has issued a water outage alert for parts of Zhunan Township in Miaoli County and Xiangshan District in Hsinchu City, due to emergency repairs at Lane 359, Section 6, Zhonghua Road. Facts: - Effective: 2026-10-31T14:48:22 - Expires: 2026-10-31T18:30:00 ## Water outage (Yunlin County, Chiayi County) - Published: 2026-10-31T15:20:01+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311420&info=20043479 - anchor: #n3675654 - Companies mentioned: 台灣自來水公司 Due to repairs on a leaking 150mm PVCP pipeline in front of No. 92, Yiran Road, Dapi Township, 台灣自來水公司 has issued a water outage alert for parts of Yunlin County and Chiayi County. Facts: - 150mmPVCP ## Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County) - Published: 2026-10-31T15:18:40+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261031141840_0000&info=20043477 - anchor: #n3675653 - Companies mentioned: 水利署 水利署 issued an updated notice on free overflow from Hushan Reservoir discharging into Beigang River, affecting multiple townships and cities in Yunlin County and Chiayi County. Residents along the river are urged to be careful and stay away from the riverbed. Facts: - Effective: 2026-10-31T14:18:40 - Expires: 2026-10-31T17:19:00 ## Water outage (Hsinchu County) - Published: 2026-10-31T14:30:02+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311330&info=20043475 - anchor: #n3675655 - Companies mentioned: 台灣自來水公司 台灣自來水公司 has issued a water outage alert for multiple villages in Hsinchu County, affecting parts of Beipu, Emei and Baoshan townships, with water supply expected to be restored at 5:30 p.m. on Oct. 31, 2026. Facts: - Effective: 2026-10-31T13:23:03 - Expires: 2026-10-31T17:30:00 ## Water Outage (Taoyuan City) - Published: 2026-10-31T14:20:01+09:00 - Source: Taiwan | 國家災害防救科技中心 - Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202610311320&info=20043474 - anchor: #n3675657 - Companies mentioned: 台灣自來水公司 Due to emergency repairs of a leak in the 300mmDIP pipe diagonally opposite No. 480, Section 1, Wenzhong Road, Luzhu District, water was cut off in Neiding Village in Zhongli District, Longshan Village in Taoyuan District and Zhongfu Village in Luzhu District, Taoyuan City. Facts: - 300mmDIP - Effective time: 2026-10-31T10:46:42 - Expiration time: 2026-10-31T17:00:00 ## 藥祇(7878): The company's phase 2 clinical trial of its new drug PS1 for type 2 diabetes, PS1-II-201, has passed the FDA IND 30-day review period for the trial amendment submitted to the U.S. FDA. - Published: 2026-10-31T16:13:06+09:00 - Source: Taiwan | 公開資訊觀測站 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=rotc&co_id=7878&year=115&month=10&b_date=1&e_date=31&seq_no=1&spoke_time=151306&spoke_date=20261031 - anchor: #n3676015 - Companies mentioned: 藥祇、FDA 藥祇(7878) announced that the trial amendment for its phase 2 clinical trial (PS1-II-201) of its new drug PS1 for type 2 diabetes, submitted to the U.S. FDA, passed the FDA IND 30-day review period on Oct. 31, 2026. Facts: - FDA IND 30-day review period - Oct. 31, 2026 - 600 million people worldwide have diabetes - Annual drug spending reaches 87.8 billion US dollars - Compound annual growth rate of 8.5% ## Adjunct Research Fellow Huang Tzu-chin of the Institute of Modern History receives Japan's 2026 "Foreign Minister's Commendation" - Published: 2026-10-13T01:00:00+09:00 - Source: Taiwan | 中央研究院 - Original: https://www.sinica.edu.tw/news_content/56/3990 - anchor: #n3356791 Adjunct Research Fellow Huang Tzu-chin of the Institute of Modern History receives Japan's 2026 "Foreign Minister's Commendation," one of two Taiwanese recipients. Facts: - Fiscal year 2026 - Only 159 worldwide - Two Taiwanese recipients ## 【特力屋股份有限公司】Q2 2026 EPS NT$3.06 - Published: 2026-06-01T09:00:00+09:00 - Source: Taiwan | 臺灣證券交易所 - Figures match the official table: https://mopsov.twse.com.tw/mops/web/ajax_t164sb04?encodeURIComponent=1&step=1&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=all&isnew=false&co_id=7867&year=115&season=02 - anchor: #n3675402 - Companies mentioned: 特力屋股份有限公司 特力屋股份有限公司 (7867) released its Q2 2026 financial results, with revenue of NT$4.539 billion, net income after tax of NT$294 million, and basic earnings per share of NT$3.06, showing its operating results in the home living market. Facts: - 特力屋股份有限公司, company code 7867, reported basic earnings per share of NT$3.06 for Q2 2026. - 特力屋股份有限公司 reported operating revenue of NT$4.539 billion in Q2 2026. - 特力屋股份有限公司 reported net income after tax of NT$294 million in Q2 2026. - 特力屋股份有限公司 belongs to the home living industry. - The company name of 特力屋股份有限公司 is recorded as 特力屋股份有限公司.