Joins Pride parade after gay bar controversy; Chiang Wan-an: The city government's attitude requires deep reflection
Published ・ Source Taiwan | 中央社 CNA
Regarding the controversy over the search of a gay bar, Taipei Mayor Chiang Wan-an said he has ordered an investigation, discipline and deep reflection, stressing that this is the city government's attitude. He then joined the Pride parade to express his support.
UN COP17 closes; countries pledge to put nature conservation goals back on track
Published ・ Source Taiwan | 中央社 CNA
The 17th Conference of the Parties (COP17) to the UN Convention on Biological Diversity closed in Armenia. Nearly 200 countries reached an agreement to review progress in implementing the "Kunming-Montreal Global Biodiversity Framework," but critics say progress was limited and an opportunity to protect nature was missed. Ecuador was chosen to host the next round of negotiations in 2028.
Dadu-Hemei Bridge opens to traffic; round trip between Taichung and Changhua cut from 30 minutes to 3 minutes
Published ・ Source Taiwan | 中央社 CNA
The Dadu-Hemei Bridge, built at a cost of NT$3.3 billion, opened to traffic today, with Taichung Mayor Lu Shiow-yen and Changhua County Magistrate Wang Hui-mei attending to witness the occasion. After it opens, the round-trip drive between Taichung and Changhua will be cut from 30 minutes to about 3 minutes, in hopes of driving regional prosperity.
Paralyzed Hsinchu man seeking legal euthanasia rejected by court; attorney files for constitutional interpretation
Published ・ Source Taiwan | 中央社 CNA
A man surnamed Chung in Hsinchu, paralyzed in an accident and unable to care for himself, had his request for legal euthanasia rejected by the court. He then commissioned a lawyer to file a petition for constitutional interpretation with the 憲法法庭, in what is Taiwan's first constitutional lawsuit over euthanasia.
Facts
Injured at cervical vertebrae 3 to 7
On the 27th, filed the papers with the 司法院 on Chung's behalf
Highs up to 32 degrees on 11/1, rain in the eastern half; 2 northeast monsoon waves next week
Published ・ Source Taiwan | 中央社 CNA
The 氣象署 said highs on 11/1 will reach up to 32 degrees, with scattered brief showers in the eastern half. Next week, two northeast monsoon waves on 11/2 and 11/6 will bring rain to windward sides. It is also monitoring the movement of Typhoon Hanahua, a medium-strength typhoon, and reminds Keelung, the north coast, the eastern half and the Hengchun Peninsula to watch for high swells.
Facts
Highs up to 32 degrees
Northeast monsoon strengthens on Nov. 2
Another northeast monsoon wave on Nov. 6
The north will rebound to nearly 32 degrees Celsius
Highs are expected to drop to 27 degrees on the 2nd
Original中心氣壓940百帕
2200 kilometers east of Taipei
Moving slowly at 8 to 5 kilometers per hour
Maximum wind speed near the center of 45 meters per second
Attends Pride parade; Puma Shen: Promote gender-related audits to create friendly spaces
Published ・ Source Taiwan | 中央社 CNA
Puma Shen, the 民進黨 candidate for Taipei mayor, attended the 2026 Taiwan Pride parade. Regarding the improper search of a gay bar, he advocated actively creating friendly spaces through gender-related audits.
AI chip demand lifts the won! Up 13% in the third quarter, a near 28-year high; 南韓央行 warns
Published ・ Source Taiwan | 鉅亨網
Global AI demand lifted the won 13% in the third quarter to a 28-year high. 南韓央行 member Hwang Kunil warned that overly rapid appreciation could hurt exports and small and medium-sized enterprises, and the central bank kept its rate at 3% and is monitoring closely.
Facts
The won rose about 13% against the US dollar in the third quarter of this year, the largest quarterly gain since the fourth quarter of 1998.
南韓央行 Monetary Policy Board member Hwang Kunil warned that the recent pace of won appreciation was faster than expected.
南韓央行 held its benchmark interest rate at 3%, pausing after two consecutive rate hikes.
The global boom in AI infrastructure investment has driven South Korean semiconductor exports and US dollar inflows.
South Korea's current account surplus this year may rise from 450 billion US dollars to nearly 500 billion US dollars.
Market demand for specialized memory chips made by SK海力士 and 三星電子 has surged.
Alphabet's black October! Monthly market value wiped out by 758 billion US dollars, its worst performance since listing; P/E ratio falls to a ten-year low
Published ・ Source Taiwan | 鉅亨網
Alphabet suffered its worst performance since listing in October, with 758 billion US dollars in market value wiped out in a single month, its share price falling nearly 19% and its P/E ratio hitting a ten-year low. The main cause was a one-day market value loss of 475 billion US dollars after its Q3 earnings report. 瑞銀 urged investors not to panic and exit, but to diversify.
Facts
Alphabet's market value was wiped out by about 758 billion US dollars in October, its worst performance since listing.
Alphabet's share price fell nearly 19% in October, its largest monthly decline since listing.
Alphabet's market value was wiped out by 475 billion US dollars in a single day after its Q3 earnings were released.
Alphabet's P/E ratio has fallen to its lowest level in more than 10 years.
英特爾 shares once fell 30% on weak guidance, its largest drop in decades.
瑞銀 advised investors not to rush to exit because of market volatility, but to diversify their tech stock exposure.
Alphabet's market value was wiped out by 468 billion US dollars in a single week, more than the combined losses of SpaceX, 英特爾 and 輝達.
Altman visits South Korea to meet 三星 executives! OpenAI deepens memory cooperation, aiming at AI data centers and Stargate
Published ・ Source Taiwan | 鉅亨網
OpenAI CEO Altman went to South Korea to hold talks with 三星. The two sides confirmed deeper cooperation on memory chips and AI infrastructure, covering the "Stargate" project and offshore data center construction, to address the global memory shortage challenge.
Facts
OpenAI CEO Altman met with 三星 senior executives in South Korea on Saturday (the 31st).
三星 will host Altman in Yongin, south of Seoul, and has arranged talks with about 50 executives from its electronics, finance and biotech units.
三星 will supply memory chips for OpenAI's "Stargate" infrastructure project.
The scope of the two sides' cooperation on building AI data centers includes offshore floating facilities.
It is estimated that the five largest players in the AI infrastructure race plan to invest a combined total of more than 3 trillion US dollars over the coming years.
Memory accounts for about one-third of data center spending.
Does spending big on AI no longer earn points? Cloud giants' share prices diverge sharply; market rewards restraint, punishes spending
Published ・ Source Taiwan | 鉅亨網
Share prices of cloud giants 甲骨文, Alphabet and 微軟 have diverged sharply, reflecting the market rewarding restrained spending and punishing excessive spending. 甲骨文 was recognized for presenting a timeline for capital expenditure to peak and cash flow to turn positive; Alphabet is under pressure from results below expectations and deteriorating cash flow; 微軟 was praised for capital expenditure below expectations.
Facts
甲骨文(ORCL-US) surged 10.73% at the close on Oct. 28
Original谷歌母公司Alphabet( GOOGL-US )於隔日盤前重挫逾10%
微軟 first fiscal quarter capital expenditure rose 30% year over year to 45.2 billion US dollars, below analyst expectations
甲骨文 expects capital expenditure to peak in fiscal 2027 to 2028 and begin declining in fiscal 2029
甲骨文 CFO Hilary Maxson said free cash flow is expected to turn positive in the second half of fiscal 2028
As of Aug. 31, 甲骨文 notes payable and other borrowings totaled 125.34 billion US dollars
Alphabet's free cash flow negative for second straight quarter in fiscal third quarter
Google Moving Into Trump's "Golden Dome" Program? Reportedly in Talks on Data Security Cooperation, Going After $185 Billion Opportunity
Published ・ Source Taiwan | 鉅亨網
Sources say Google, a unit of Alphabet, is in talks with the U.S. Department of Defense to take part in the $185 billion "Golden Dome" missile defense program and provide data security support. The move marks the first report of Google taking part in a defense program championed by Trump, showing its strategy of accelerating its expansion into national security-related contracts.
Facts
Google, a unit of Alphabet, is in talks with the U.S. Department of Defense to take part in the $185 billion "Golden Dome" missile defense program.
Google will provide data storage, network connectivity and cybersecurity infrastructure to ensure communications keep working if traditional networks are disrupted.
The command and control system for the "Golden Dome" program is being developed by a separate consortium made up of Anduril, Palantir and SpaceX.
Aalyria Technologies, a networking technology company spun off from Google, may also take part in the program.
If a deal is reached, it would be the first report of Google taking part in the "Golden Dome" program.
In 2018, Google declined to take part in a military AI project called "Project Maven" after employee protests.
In April this year, Alphabet secured an agreement to deploy its own proprietary AI models in classified defense operations.
黑石: Anthropic May Only Get a "Junk" Rating After IPO! Financing Costs Could Rise
Published ・ Source Taiwan | 鉅亨網
黑石 warns that Anthropic may struggle to obtain an investment-grade rating after its IPO and could only get a "junk" rating, making it harder and costlier to raise funds for future computing investments of $800 billion, and fueling market doubts about the AI boom.
Facts
黑石 told investors that Anthropic may not immediately obtain an investment-grade credit rating after listing, and is more likely to be rated BB or above, "junk" grade.
Anthropic's latest $63 billion chip financing deal is code-named "Project Polaris," and Wall Street banks completed the closing earlier this week.
Anthropic plans to invest more than $800 billion in computing infrastructure from now until 2045.
More than $42 billion of senior loans are guaranteed by 博通, which holds a high A-level investment-grade credit rating.
A 黑石 fund subscribed to $9 billion of the subordinated debt at a high yield of more than 10%.
Kroll Bond Rating Agency (KBRA) gave Anthropic's subordinated debt a BB+ rating with a positive outlook.
After the news emerged, the Nasdaq 100 index closed down 3.5%.
Companies mentioned：黑石、Anthropic、亞馬遜、英特爾、OpenAI、Google、博通、標普、惠譽、穆迪、Kroll Bond Rating Agency、晨星 DBRS