AI News 180m Report

2026-11-02 06:00–09:00 JST

110 received, 110 listed, 6 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Japan, 78 items from 2 sources; Taiwan, 32 items from 4 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 中央社 CNA (continued)(5)

Alaska Senate race name-confusion controversy: Trump administration lawsuit dismissed

Published ・ Source Taiwan | 中央社 CNA

The Alaska Senate race has sparked controversy over a candidate with the same name, and the Trump administration filed a lawsuit seeking to block certification of the election results, but a federal judge dismissed it as impracticable.

Facts

  • If incumbent Republican Senator Dan S. Sullivan loses on the 3rd
  • Peltola denies deliberately recruiting another Sullivan to run. (Compiled by 何宏儒) 1151102

Japan | m3.com(4)

[Manga Review] To Walk with You in the Universe

Published ・ Source Japan | m3.com

Among the diverse range of manga genres today, this introduces a classic shonen manga work, a friendship story in which two polar opposites, a delinquent and a serious boy, struggle together.

Spice curry and rice balls... a doctor's specialty dishes

Published ・ Source Japan | m3.com

In a series of articles about how often doctors cook and their recipes, this installment features spice curry and rice balls as doctors' proud recipes.

[Manga] The key won't open! The "red car" commotion of a wealthy-family medical student

Published ・ Source Japan | m3.com

An introduction to a serialized feature that turns episodes submitted by current medical students and doctors into manga. It depicts a commotion over a classmate's car key that won't open.

That on-call room was the worst...

Published ・ Source Japan | m3.com

"Docpedia LIFESTYLE", content exclusively for doctor members of m3.com. Doctors answer questions about careers and lifestyles, and it can be viewed only by doctors.

Companies mentioned:m3.com、Docpedia LIFESTYLE

Taiwan | 鉅亨網(3)

OriginalAI行情還能漲?高盛兩策略師看法分歧:獲利已見頂 VS. 投資報酬率明確

Published ・ Source Taiwan | 鉅亨網

Original高盛兩位策略師對AI後市看法分歧,Pasquariello警告獲利見頂建議保守,Wilson則憑藉雲端巨頭萬億級訂單看好AI回報,反映市場對AI現金流轉化的焦慮。

Facts

  • Original高盛策略師Tony Pasquariello認為標普500指數企業獲利成長可能已經見頂,目前不適合大舉押注。
  • Original高盛倫敦策略師Mark Wilson認為超大規模雲端業者的財報證明AI投資回報正在顯現,維持看多立場。
  • OriginalGoogle Cloud積壓訂單年增256%,達5,610億美元;亞馬遜AWS積壓訂單年增189%,達5,780億美元。
  • Alphabet's free cash flow this quarter was an outflow of 910 million US dollars, a gap from the net inflow of 3.5 billion US dollars the market had originally expected.
  • The three-month realized correlation between Apple's stock price and the Nasdaq 100 index fell to a negative value for the first time since records began in 1981.

Companies mentioned:高盛、Alphabet、英特爾、亞馬遜、Google Cloud、微軟、Meta、甲骨文

Original美國期中選舉牽動美股!花旗點名「兩大風險」:民主黨若拿下53席恐衝擊股市

Published ・ Source Taiwan | 鉅亨網

Original花旗發布報告分析美國期中選舉對美股影響,指出參議院控制權為關鍵。若共和黨守住參議院或有助反彈,若民主黨獲53席以上則恐因稅率預期施壓股市。

Facts

  • Original花旗研究指出民主黨同時掌控參眾兩院的機率近期持續攀升,已成市場主要預期情境。
  • If Democrats win 53 or more seats, investors will price in early the risk of a corporate tax rate increase in 2028.
  • Trump's current net approval rating is about negative 21.7%, one of the lowest approval ratings faced by a governing party's candidates before a midterm election in nearly 20 years.
  • Data from prediction market Kalshi show that Democratic candidates in Texas, Michigan and Ohio currently lead by 72%, 74% and 70%, respectively.
  • Democrats lead in generic congressional ballot polls by about 8.1 percentage points, similar to the situation in 2018.
  • Original聯準會理事鮑爾任期屆滿,繼任人選的任命將受到參議院權力分布影響。
  • Original花旗提醒,多達16個參議院席次競爭激烈,其中9席更屬於真正的搖擺選區。

Companies mentioned:花旗、花旗研究、Citi Research、Kalshi、RealClearPolitics、聯準會、Fed

〈Taiwan Stocks Pre-Market News〉Foxconn's AI server rack capacity doubles, MediaTek's ASIC Q4 revenue revised up to 2.5 billion US dollars

Published ・ Source Taiwan | 鉅亨網

Taiwanese companies including Foxconn, MediaTek and Lite-On presented operational highlights on the 30th: Foxconn's AI server capacity doubled, MediaTek's ASIC revenue jumped sharply, Lite-On raised its capital expenditure, and Quanta and Nuvoton are positioning in the AI healthcare and BMC markets, respectively.

Facts

  • Foxconn's weekly AI server rack capacity has doubled to 2,000 racks per week
  • MediaTek estimates its fourth-quarter cloud ASIC revenue could reach 2.5 billion US dollars
  • MediaTek expects its AI accelerator ASIC project revenue in 2027 to reach about 16 billion US dollars
  • Lite-On's capital expenditure this year has been raised from 18 billion yuan to 19.7 billion yuan
  • Original光寶科預估明年AI營收占比可從逾三成提高到四至五成

Companies mentioned:鴻海( 2317-TW )、聯發科( 2454-TW )、光寶科 ( 2301-TW )、廣達( 2382-TW )、達穎智能(DaVinCare,DVC)、新唐( 4919-TW )

Taiwan | 臺灣證券交易所(2)

【毅嘉】Announces that the company's self-tallied consolidated revenue for October 115 was approximately NT$1.134 billion.

Published ・ Source Taiwan | 臺灣證券交易所

毅嘉科技 (2402) announced that its consolidated revenue for October 115 reached NT$1.134 billion, up 21% year over year, showing excellent operating performance.

Facts

  • 毅嘉科技股份有限公司 self-tallied its consolidated revenue for October 115 at approximately NT$1.134 billion.
  • 毅嘉科技's consolidated revenue for October 115 increased by about 21% from the same period last year.
  • 毅嘉科技's revenue from "electronic module products" in October 115 was approximately NT$811 million.
  • 毅嘉科技's revenue from "integrated module products" in October 115 was approximately NT$328 million.
  • The company code of 毅嘉科技股份有限公司 is 2402.

Companies mentioned:毅嘉科技股份有限公司、毅嘉科技

Original【台端】依臺灣證券交易所股份有限公司臺證上一字第1121801204號函辦理

Published ・ Source Taiwan | 臺灣證券交易所

台端興業 announced that it holds investment balances in four funds of about NT$1.73 billion, with fair value assessed at zero and no new transactions, and only about NT$66 million in redemption proceeds not yet collected; it intends to engage professionals to assert its rights.

Facts

  • Original台端興業及子公司截至115/11/01止,持有之基金投資餘額折合新台幣1,730,738仟元,其公允價值評估為0元。
  • Original台端興業持有的Spectra SPC Powerfund (PF)投資餘額為美金21,984仟元。
  • As of 115/11/01 this year, 台端興業 had no new fund subscription or redemption transactions.
  • Original台端興業有兩筆尚未收回之應收基金贖回款金額合計美金2,041仟元(折合新台幣66,282仟元)。
  • 台端興業 will engage professionals to help assert its rights in order to protect the interests of all shareholders.

Companies mentioned:台端興業股份有限公司、臺灣證券交易所股份有限公司、Ayers Alliance Financial Group Ltd.、STI PF Limited、City Credit Investment Bank Limited、City Credit Asset Management Nominee Co., Ltd.、CCAM Co., Ltd.

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