Showa Holdings, listed on the Tokyo Stock Exchange Standard market, received a preservation administration order from the Tokyo District Court following a corporate reorganization petition filed by ジェイトラスト・アジア・プライベート・リミテッド.
Facts
Capital of 5,651,394,423 yen
As of July 17
Annual sales of approx. 8.558 billion yen
Non-consolidated: approx. 387 million yen
Liabilities of approx. 2,244,075,000 yen as of the end of the fiscal year ended March 2026
アエラホーム株式会社 filed for civil rehabilitation with the Tokyo District Court on July 16. Its liabilities are approx. 6.16 billion yen. ロゴスホールディングス, listed on the Tokyo Stock Exchange Growth market, will serve as sponsor and seek business revival through an absorption-type split into its subsidiary LHD-1.
東日本流通株式会社 filed for civil rehabilitation with the Chiba District Court on July 9 and received a decision to commence rehabilitation proceedings on the 13th. Its liabilities are estimated at approx. 4 billion yen.
株式会社MAKE VALUE filed for civil rehabilitation with the Tokyo District Court on July 13 and is seeking to rebuild with liabilities of approx. 4,823,380,000 yen.
Following a fraudulent contract case and worsening performance, 株式会社全東信 filed for quasi-self bankruptcy with the Osaka District Court on July 6 and received a bankruptcy commencement decision. Its liabilities are approx. 125.929 billion yen.
Three companies, 豊栄通商株式会社, 豊栄フードサービス株式会社 and 豊栄リアルエステート株式会社, received bankruptcy commencement decisions from the Tokyo District Court on June 24. Total liabilities are approx. 5.915 billion yen.
Facts
Capital: 10 million yen
TDB Company Code: 765059478
TDB Company Code: 847066904
June 24
The deadline for filing claims is July 22
The creditors' meeting on the asset status report is scheduled for October 8 at 2:30 p.m.
5 companies including 株式会社絆ホールディングス filed for corporate reorganization with the Osaka District Court. Facing repayment orders and designation revocations over improper receipt of funds, they became the largest social welfare operator bankruptcy ever, with total liabilities of approx. 28.9 billion yen.
Infographic: Father has received the 8,110 yuan senior farmer allowance for years, but a hidden risk emerges after farmland is transferred! Family would receive 306,000 yuan less
Published ・ Source Taiwan | 風傳媒
The Ministry of Agriculture clarified that the senior farmer allowance is separate from farmer insurance eligibility, so the allowance continues after farmland is transferred, but funeral allowance coverage may disappear. The Bureau of Labor Insurance explained that farmer insurance can still be maintained if farming requirements are met.
Facts
Farmers who already receive the senior farmer allowance can continue to receive the existing allowance even if they lose farmer insurance eligibility due to a farmland transfer.
The farmer insurance funeral allowance is paid at 15 months of the insured amount for the month of death, currently totaling 306,000 yuan.
Farmers who join farmer insurance based on owning their own farmland may have the land owner be themselves, their spouse, a direct blood relative or a first-degree direct relative by marriage.
Ordinary farmers must be at least 65 years old, have household registration in Taiwan, have lived in Taiwan more than 183 days each year in the most recent 3 years, hold farmer insurance insured status and have 15 years of seniority in order to receive the full senior farmer allowance of 8,110 yuan.
Those who have lost farmer insurance eligibility and reapply for coverage must undergo a new review under the regulations, including limits on farmland area, agricultural product sales and agricultural production input amounts.
Is a 6% voluntary labor pension contribution worthwhile? With a monthly salary of 40,000 yuan, you could save an extra 3.75 million yuan! Experts reveal "3 hidden advantages" and it can also legally reduce taxes
Published ・ Source Taiwan | 風傳媒
Data from the 勞動部 show the number of voluntary labor pension contributors has hit a record high of 1.519 million. Experts analyze the tax-saving and return-guarantee advantages, and use calculations to demonstrate the benefit of long-term voluntary contributions to wealth accumulation.
Facts
As of May 2026, the number of voluntary contributors under Taiwan's new labor pension system has surpassed 1.519 million, for a voluntary contribution rate of 19.32%.
Voluntary labor pension contributions are not counted as salary income for that year's taxation.
The labor pension's return guarantee mechanism is a rate not lower than the local banks' two-year time deposit rate.
Voluntary labor pension contributions are managed centrally by the 勞動基金運用局 of the 勞動部 and invested in domestic and foreign stocks and bonds.
Is the biggest crisis for the "ocean current" emerging? Writer breaks down 2 tactics in Puma Shen's rallies: Blue-White camp already has a way to counter
Published ・ Source Taiwan | 風傳媒
Writer "漂浪島嶼" analyzes the 2026 nine-in-one election Taipei mayoral race, noting that although Puma Shen's "ocean current" momentum is strong, the lack of concrete policy implementation plans could become a weakness. The Blue-White camp already has a way to counter, by dismantling his persona and focusing on municipal governance attacks and defenses, turning the race toward rational debate.
Facts
Writer "漂浪島嶼" points out that Puma Shen's "ocean current" momentum has a strong impact on Chiang Wan-an, but the lack of concrete policy implementation plans could become a fatal weakness.
What is the real gap between Chiang Wan-an and Puma Shen? Kuo Cheng-liang reveals "this pollster" has always been the most accurate: his strength is far ahead
Published ・ Source Taiwan | 風傳媒
Kuo Cheng-liang analyzed the poll gap between Chiang Wan-an and Puma Shen in the nine-in-one election, noting that data from a specific polling organization show Chiang Wan-an's strength is far ahead.
Affected by the northeast monsoon, northern Taiwan and the eastern half have localized brief rain and cooler weather, and the Central Weather Administration has issued heavy rain advisories for New Taipei, Yilan, Hualien and Taitung. The weather for the coming week will change cyclically, with cold air strengthening from the evening of Nov. 9 and rainfall on windward sides becoming more pronounced.
Facts
The Central Weather Administration issued heavy rain advisories for New Taipei City, Yilan County, Hualien County and Taitung County.
The weather for the coming week will show a typical autumn cyclical pattern of "brief cooling, then warming up again."
From the evening of Nov. 9, the northeast monsoon will strengthen again, with greater intensity than the previous wave.
Light typhoon Fireworks poses no direct threat to Taiwan.
Temperatures in northern Taiwan on Nov. 3 are forecast at 21 to 29 degrees.
All 6 family members are on father's National Health Insurance, yet only 4 people's worth of premiums are due! Health insurance agency reveals the key rule
Published ・ Source Taiwan | 風傳媒
The National Health Insurance Administration of the Ministry of Health and Welfare explained the rules for dependents enrolling under a policyholder: more than 3 dependents are still charged as 3, so a family of 6 pays at most 4 people's worth of premiums. Based on 2026 calculations, a parent with a monthly insured amount of just over 40,000 yuan bears only 2,488 yuan per month.
Facts
According to Article 18 of the National Health Insurance Act, for dependents of Category 1 through Category 3 insured persons, premiums for more than 3 dependents are calculated as 3.
In the table of employee premium burden amounts effective Jan. 1, 2026, the general premium rate is 5.17%, and the employee's personal share is 30%.
If the father's monthly insured amount is 40,100 yuan and all 6 family members are enrolled as dependents, the general health insurance premium the father pays himself each month is 2,488 yuan.
Adult graduates without a job may still enroll as dependents of their parents for 1 year from the last day of the academic year in which they graduate.
A person who qualifies as an insured person may not enroll as a dependent, so after the mother starts working, she must switch to having her employer handle her health insurance.
00878 outperforms 0050 and 台積電! Should you buy in before the November ex-dividend date? Expert reveals "3 hidden risks": Don't be fooled by the numbers
Published ・ Source Taiwan | 風傳媒
國泰永續高股息 (00878) has outperformed 台積電 and 0050 this year, with its August dividend hitting a record high, but analysis shows its dividend comes mainly from capital gains rather than dividend income. The fund manager kept AI stocks by adjusting stock selection rules, and experts warn investors not to be misled by high dividend figures, urging attention to the nature of ex-dividend and the non-replicability of performance.
Facts
國泰永續高股息 (00878) has posted a total return including dividends this year that exceeds 0050 and 台積電, and its August dividend of 1.01 yuan was a record since listing.
Over the past four quarters, 00878's dividends from constituent stocks total only 0.69 yuan, and the growth in payouts depends mainly on price gains from selling stocks.
Of the 13.6 yuan increase in 00878's net asset value this year, 12.99 yuan came from the capital gains and losses equalization reserve.
Original00878在5月修改規則，將既有成分股ESG爭議分數門檻由3分放寬至1分。
00878 is expected to hold its final ex-dividend round on Nov. 17, with Nov. 16 as the last day to buy.
Trump's midterm exam arrives today: What do voters care about? Latest poll: Oil prices won't come down, and ordinary Americans support a ceasefire
Published ・ Source Taiwan | 風傳媒
During the Nov. 3, 2024 US midterm elections, polls show voters are highly concerned about oil prices and the cost of living, and demand an end to the Iran war. A majority of voters hold a negative view of Trump's economic performance, which poses a challenge for Republicans in holding Congress.
Facts
The national average gasoline price has been above 4 dollars per gallon for more than 200 days, the most in any year since records began in 2000.
Original約八成登記選民把降低生活成本列為下一屆國會最優先的事項之一。
As of Oct. 16, the Iran war has cost US taxpayers 47.1 billion dollars.
穆迪分析公司 estimates that since the war began, US consumers have paid about 265 billion dollars more.
Only 17% of American adults approve of how Trump is handling the cost of living.
Taiwan stock flash: Market plunges more than 600 points at the open, 台積電 falls another 30 yuan at the open, small and mid-cap stocks follow lower
Published ・ Source Taiwan | 風傳媒
Amid US tech stock sell-offs and a sharp drop in the Philadelphia Semiconductor Index, Taiwan stocks plunged more than 600 points at today's open, with 台積電 falling 30 yuan to 2,300 yuan at the open. International oil prices plunged more than 7% on a glimmer of hope in US-Iran talks, but investors' doubts about returns on AI investment remain unresolved, and tech giants' successive fundraising deepens market concerns about financial burdens.
Facts
Taiwan stocks fell 438.55 points at today's (3rd) open, opening at 44,481.59 points, then the decline widened to more than 600 points.
Heavyweight 台積電 fell 30 yuan at the open, opening at 2,300 yuan.
The Philadelphia Semiconductor Index fell 360.47 points, or 3.37%, to 10,328.33 points.
Brent and West Texas Intermediate crude futures both plunged more than 7% on a glimmer of hope in US-Iran talks.
甲骨文 launched stock and bond financing totaling 20 billion dollars.
Taiwan index futures night session closed down 917 points, or 2.03%, at 44,310 points.
Latest on the 2026 universal NT$10,000 payout! 5 counties and areas add extra funds, "up to NT$10000 per person" — distribution methods, times and locations at a glance
Published ・ Source Taiwan | 風傳媒
The 2026 universal cash payout policy has prompted local governments to add extra subsidies. Five townships — Guangfu in Hualien, Huatan and Zhutang in Changhua, Linnei in Yunlin, and Yanping in Taitung — are offering stimulus payments ranging from NT$3,000 to NT$10,000, with differing schedules and eligibility.
Facts
Guangfu Township, Hualien County, is distributing NT$10000 per person as an economic recovery stimulus payment after the Matai'an Creek barrier lake disaster.
Huatan Township, Changhua County, is distributing NT$6000 in cash per person.
Linnei Township, Yunlin County, is distributing NT$3600 to each eligible resident.
Zhutang Township, Changhua County, is distributing a NT$3000 care and condolence payment to each resident.
Yanping Township, Taitung County, is distributing a NT$5000 stimulus payment per person.
Original花蓮縣光復鄉現金發放截止至11月16日17:00止。
Yanping Township, Taitung County, expects to complete distribution before the Lunar New Year in 2027.
Mayumi, a 74-year-old Japanese woman, cared for her 80-year-old cousin Yoshiko for 4 years. After Yoshiko died, she left an estate of about 32 million yen. Because there was no valid will, the estate went to a long-lost younger brother, and Mayumi received nothing.
Facts
Mayumi, a 74-year-old woman, long cared for her 80-year-old cousin Yoshiko for 4 years.
The estate left by the decedent Yoshiko after her death was worth about 32 million yen in total.
Because there was no valid will, the estate ultimately went to a younger brother with whom she had had no contact for many years.
Japanese law stipulates that cousins are not within the scope of statutory heirs.
Japanese financial planner Mikiko Yamahara shared this inheritance case.
[Newtalk] Crowds at Puma Shen's rallies are huge; can they turn into votes? Chen Pei-jer: Chiang Wan-an's real test is voter turnout
Published ・ Source Taiwan | 風傳媒
Academia Sinica academician Chen Pei-jer analyzed that although the crowds at Puma Shen's rallies have formed a "nest wave," converting them into votes still depends on variables such as his personal capacity to bear the pressure, the U.S. economy and APEC geopolitics.
Facts
With less than a month to go before the Nov. 28 nine-in-one elections, the Taipei mayoral race is growing increasingly intense.
Chen Pei-jer, an Academia Sinica academician and professor at National Taiwan University College of Medicine, analyzed the electoral situation of Democratic Progressive Party candidate Puma Shen in an interview with 《新新聞》.
Chen Pei-jer pointed out three major variables, including whether Puma Shen personally can withstand the high expectations generated by political rallies.
The second major variable Chen Pei-jer pointed out is the international economic situation after the U.S. midterm elections.
The third major variable Chen Pei-jer pointed out is the geopolitical impact the APEC summit may bring.
TOTO will invest about 60 billion yen to build a new plant in Buzen, Fukuoka Prefecture, for precision ceramics used in semiconductor manufacturing equipment, with production expected to begin in the first half of fiscal 2029.
TOTO's ceramics business accounts for about 11% of group revenue but contributes more than 72% of operating profit, with a profit margin close to 46%.
TOTO's ceramics business main products include electrostatic chucks and AD ceramic parts, used for holding semiconductor wafers in place and for making protective films.
AD ceramic film uses aerosol deposition technology to form a dense protective film, reducing plasma erosion and particle contamination and lowering the risk of chip defects.
TOTO is investing about 11 billion yen in Nakatsu, Oita Prefecture, to build mass-production capability for next-generation AD ceramic parts, with production expected to start within fiscal 2028.
The senior citizen card isn't just for buses! "6 hidden benefits" many seniors don't know: use it at farmers' association pharmacies and for registration fees, miss 1 step and points reset to zero
Published ・ Source Taiwan | 風傳媒
This article details the subsidy amounts and scope of senior citizen cards in Taiwan's 22 counties and cities in 2026, covering six major benefits including transportation, medical care, shopping and leisure. It stresses the differences in points across counties and cities and the rule that unused points reset to zero at the end of the month, reminding seniors to watch eligibility renewal and usage deadlines.
Facts
Monthly subsidy points on senior citizen cards range from 600 to 1,500 points, and in most counties and cities unused points for the month do not carry over.
Taipei City's senior citizen card issues 600 points per month, usable for the MRT, buses, Taiwan Railway at up to 150 points per trip, taxis at up to 85 points, and YouBike.
Taichung City subsidizes 1000 points per month for general seniors and 1500 points per month for Indigenous seniors, with free city bus rides within 10 kilometers.
Kaohsiung City's senior citizen card issues 1800 points per quarter, usable for MRT half-fare point deductions, Taiwan Railway at up to 50 points, and contracted taxis at up to 85 points.
Yilan County offers unlimited free rides on city buses and designated coaches that cooperate with "Yilan Good Trip."
Kaohsiung's 旗山國小 builds an XR digital co-learning center so rural children can stargaze even in the daytime
Published ・ Source Taiwan | 風傳媒
The Kaohsiung City Education Bureau and a National Kaohsiung University of Science and Technology team set up an XR digital co-learning center at 旗山國小, building a VR classroom and a virtual studio, using metaverse technology to narrow the urban-rural education gap and conducting cross-border cultural exchange with a school in Kumamoto, Japan.
Facts
高雄市政府教育局 teamed up with a 國立高雄大學 team to set up the "XR Digital Co-learning Center" at 旗山國小.
旗山國小 built a 60-ping smart bilingual VR-themed classroom and a 20-ping OBS virtual studio.
The OBS virtual studio contains a green screen, lighting, a 3D virtual director console, VTuber motion capture equipment, a 360-degree camera and monitoring screens.
旗山國小 met teachers and students of Johoku Elementary School in Kumamoto, Japan, online through the EWova metaverse platform.
The metaverse platform has built-in AI real-time translation, so students from the two countries can interact without worrying about language barriers.
The teaching team paired it with PBL project-based learning, and pre- and post-test results showed that children who originally struggled with learning improved the most.
From a flooded campus to a sustainability benchmark: Kaohsiung's Dashu Elementary School links disaster prevention and energy education with a single drop of water
Published ・ Source Taiwan | 風傳媒
Dashu Elementary School in Dashu District, Kaohsiung, after going through Typhoon Morakot, has promoted water recycling and AI energy management, earning multiple awards from the Ministry of Education, and has been recommended to go to Japan in January next year to share its sustainability education experience.
Facts
After going through Typhoon Morakot, Dashu Elementary School combined disaster prevention and resilient campus construction with a water recycling network and an AI smart energy management system, winning multiple national honors from the Ministry of Education and being recommended to share Taiwan's sustainability education experience in Japan in January next year.
Dashu Elementary School pioneered a "central water supply and wastewater collection mechanism," achieving 100% recycling of the whole school's RO wastewater.
The recycled RO wastewater goes through sedimentation, growth of nitrifying bacteria in biofilter barrels and purification by an aquaponics system, and finally flows into the courtyard ecological pond to cool the campus.
The school currently has 4 AI smart classrooms that use IoT sensing and artificial intelligence systems to automatically adjust the operating schedules of lights, fans and air conditioning.
Two Kaohsiung polls reveal a warning sign in the race! Lai Jui-lung leads Ko Chih-en by 7 to 20.4%; whether the KMT camp's debate comeback works becomes the key
Published ・ Source Taiwan | 風傳媒
In the final stretch of the 2026 Kaohsiung mayoral race, the two latest polls show the DPP's Lai Jui-lung leading the KMT's Ko Chih-en. The 《鋒燦傳媒》 survey shows a gap of 20.4%, and the 《聯合報》 favorability gap is 28%; the Blue camp is counting on a debate comeback, while the Green camp stresses consolidating its base.
Facts
The latest poll commissioned by 《鋒燦傳媒》 and conducted by Chang Yu-tsung shows Lai Jui-lung's support at 47.8% and Ko Chih-en's at 27.4%, a gap of 20.4 percentage points.
In Chang Yu-tsung's final pre-election forecast for the 2022 Kaohsiung mayoral election, the forecast error for Chen Chi-mai was only 0.17 percentage points, and for Ko Chih-en it was 1.33 percentage points.
The latest 《聯合報》 poll shows Lai Jui-lung's favorability at 49% and Ko Chih-en's at 21%, a gap of 28 percentage points.
The survey commissioned by 《鋒燦傳媒》 and conducted by Chang Yu-tsung had 1824 valid samples, of which 1014 were landline and 810 were online.
The 2026 Kaohsiung mayoral election day is Nov. 28; when the article was published, it was 25 to 26 days before election day.
[Newtalk] From small cream puffs to U.S. military robot dogs: Yimei chairman Kao Chih-shang's 37-year cross-sector expansion
Published ・ Source Taiwan | 風傳媒
Yimei affiliate 金鞍機械 completed an unmanned vehicle manufacturing building costing over 1 billion yuan in Longtan, Taoyuan, and displayed robot dogs. By integrating partners such as Mirle and 新代科技, Yimei obtained a license from the U.S.-based Ghost Robotics, showing the results of its cross-sector expansion.
Facts
The "Off-Peak Ice Storage Air Conditioning System and Unmanned Vehicle System Manufacturing Building," built by 金鞍機械, an affiliate of 義美食品, at a cost of more than 1 billion NT dollars, was completed in Longtan, Taoyuan, on Oct. 28.
義美食品 and 義美股份有限公司 together hold about 6.79% of 盟立自動化, making them its largest shareholder.
義美食品 uses food-grade X-ray inspection and non-metallic foreign object detection equipment before products are packed into boxes to ensure food safety.
Behind the Scenes: Pushed by Shen Boyang, Taipei Is Considering Playing Two Cards; Chiang Wan-an's Camp Fears It Could Become Intimidation and Wants Him to Step In
Published ・ Source Taiwan | 風傳媒
風傳媒 reports on behind-the-scenes developments in the local elections, saying Chiang Wan-an's camp is seeking intervention out of concern that Shen Boyang's remarks constitute intimidation, while Taipei faces pressure and plans a dual strategy in response.
Don't Put Leftover Bread Straight into the Fridge! Expert Reveals the "Correct Way to Store It" so Reheated Bread Keeps Its Moisture and Tastes Freshly Baked
Published ・ Source Taiwan | 風傳媒
A Japanese lifestyle website interviewed bakers, who said staple breads can be stored frozen, while sweet breads are not recommended for freezing because of the nature of their fillings.
Facts
Staple breads such as toast and dinner rolls can be stored frozen.
Sweet breads with cream filling are not recommended for freezing because the cream filling may separate.
Before freezing toast, wrap each slice in plastic wrap first and then put them in a bag.
Frozen toast can be put straight into a preheated toaster without thawing.
Dinner rolls taste better if thawed naturally and then baked in a toaster or oven.
Frozen bread should be eaten within 2 weeks.
To microwave dinner rolls, heat at 500W for about 20-30 seconds as a reference.
No More Pretending! They Really Want Communism: Former Democratic Labor Secretary Threatens to "Nationalize" and Seize Musk's SpaceX and 星鏈 if Democrats Win
Published ・ Source Taiwan | 風傳媒
Former U.S. Labor Secretary Robert Reich urged Democrats, if they win the midterm elections, to investigate and nationalize Musk's SpaceX and 星鏈. Musk hit back strongly, calling the move a serious crime.
Facts
Former U.S. Labor Secretary Robert Reich publicly called on Democrats, if they can retake control of Congress in the midterm elections, to launch an investigation into Musk and pave the way for the government to "nationalize" his companies.
Reich accused Musk of relying on taxpayers for as much as 75% of his wealth, on the grounds that the Department of Defense has been purchasing the 星鏈 system.
Responding to Reich on the social platform X, Musk accused him of advocating the forcible seizure of companies, calling it a serious crime, and demanded that Reich be thrown in prison.
Reich predicted that if Democrats control Congress, Musk would use his huge following on the X platform as a shield against political scrutiny.
In recent years SpaceX has won hundreds of millions of U.S. dollars in U.S. federal government contracts, including cooperative programs with NASA and the Pentagon.
Six Charts on Wall Street Guide | A Major AI Crisis! Cloud Giants Hit One Snag After Another; Will "Too Many Cracks" Eventually Cause the Road to Collapse?
Published ・ Source Taiwan | 風傳媒
AI-related tech stocks fell sharply on weak earnings from Google and 亞馬遜 and a plunge in 英特爾 shares. 幣安 suffered heavy losses from an attack by North Korean hackers, the absence of top leaders at the Chinese Communist Party's Fifth Plenary Session drew political attention, and the Alaska race and the Mbappé controversy were also in focus.
Facts
Google and 亞馬遜 posted earnings below expectations, and 英特爾 shares plunged nearly 29%.
Starting in 2028, 300 billion U.S. dollars of debt will come due in a concentrated wave.
幣安 is suspected of having had 6.3 billion U.S. dollars stolen by the North Korean hacker group TraderTraitor.
About one quarter of the Central Committee members were absent from the Fifth Plenary Session of the 20th Central Committee of the Chinese Communist Party.
The US midterm elections will be held on Nov. 3.
Mbappé apologized for responding to a meme that superimposed a face onto Mao Zedong.
Nov. 3 International Morning Report | Japanese Tourist Missing in Jiufen for 5 Days, Mountain Search Unsuccessful; Trump Asks Supreme Court to Seal 20,000 California Ballots on Eve of Voting; Supermarket Freezers in 7 European Countries Hacked to 50 Degrees
Published ・ Source Taiwan | 風傳媒
This article covers the highlights of international news on Nov. 3, including the unsuccessful search for a Japanese tourist missing in Jiufen, the Trump administration's request to seal California ballots, hackers sabotaging supermarket freezer systems in Europe, a business jet crash in Florida, and a Norwegian court injunction against Meta's terms.
Facts
A Japanese male tourist became separated from his wife in front of the A-Mei Tea House in Jiufen on the afternoon of Oct. 29, then walked alone onto the Keelung Mountain trail; as of Nov. 2, the search had entered its 5th day without finding him.
The Trump administration filed an emergency appeal with the U.S. Supreme Court one day before the U.S. midterm election voting, asking it to seal about 20,000 mail-in ballots in California suspected of being cast by non-citizens.
Supermarkets in at least 7 European countries were hit by hackers, with freezer temperatures set to 50 degrees Celsius; the countries involved include Belgium, Estonia, Ireland, Finland, Luxembourg, the Netherlands and Sweden.
A Learjet business jet flying from Austin, Texas, to the Bahamas crashed in Greenacres, Florida, killing all 9 people on board; the NTSB speculates the aircraft broke up before impact.
A Norwegian court ruled to temporarily block Meta's new business account terms, originally set to take effect on Oct. 30, which authorize Meta to use automated software to scrape domain and web page data linked to business accounts.
Nov. 3 News Morning Report | LINE Ends Support for Old Versions Starting Tomorrow! "This Group of People" May Be Unable to Use It; U.S. Midterm Elections Vote Today; Kao Chin Su-mei Named Defendant in Chinese Espionage Case, Barred from Leaving the Country
Published ・ Source Taiwan | 風傳媒
LINE announced it will stop supporting old versions of iOS and Android systems starting Nov. 4, affecting users of older devices such as the iPhone 6. The report also covers news including the U.S. midterm election voting, Kao Chin Su-mei being barred from leaving the country in a Chinese espionage case, a sharp drop in oil prices due to U.S.-Iran peace talks, and a fatal drunk driving case in Tainan.
Facts
Starting Nov. 4, LINE will stop supporting old versions of the app on iOS below 14.6.3 and Android below 14.4.6.
Older models such as the iPhone 6 that cannot be upgraded to iOS 15 may no longer be able to keep using LINE.
In the U.S. midterm elections, all 435 seats in the House of Representatives are up for election, and 35 seats in the Senate.
Independent legislator Kao Chin Su-mei has been named a defendant in a Chinese espionage case and, after questioning, was barred from leaving the country or going out to sea.
Iran authorized its government to negotiate with the United States, and international oil prices plunged more than 6%.
Time to Change Your Tooth-Brushing Habits! Major Japanese Company Announces Correct Amount of Toothpaste: "More Is Not Better," and the Number of Rinses Matters Too
Commentary: 30 Years Ago Chen Shui-bian First Pushed Health Insurance Premium Exemption for the Elderly; 30 Years Later, Cho Jung-tai Is Considering Not Countersigning?
Published ・ Source Taiwan | 風傳媒
The Legislative Yuan passed an amendment on Oct. 16, 2026, for central government subsidies of health insurance premiums for the elderly; Premier Cho Jung-tai plans not to countersign due to fiscal and procedural concerns, sparking a constitutional dispute.
Facts
On Oct. 16, 2026, the Legislative Yuan passed the third reading of the amendment to Article 22 of the Senior Citizens Welfare Act.
The amendment stipulates that for seniors aged 65 and over whose comprehensive income falls below the filing threshold or whose tax rate is below 20%, the central government will fully subsidize health insurance premiums.
Original行政院批評修法將增加400多億元的財政負擔。
Premier Cho Jung-tai publicly stated "if the procedure is improper, the substance need not be examined" and did not rule out not countersigning.
In 1996, when Chen Shui-bian was mayor of Taipei, he promoted health insurance premium subsidies for the elderly, with no means-test clause at the time.
Taiwan People's Party Chairman Huang Kuo-chang said the purpose of the amendment is to implement the health equity platform Ko Wen-je put forward in the 2024 presidential election.
Pingtung County Magistrate Chou Chun-mi announced that, starting in 2027, health insurance premium subsidies will be expanded for seniors aged 65 and over and Indigenous people aged 55 and over.
National Institutes of Applied Research Teams Up with 汎銓科技 to Overcome Post-Structure Analysis Bottleneck in Next-Generation EUV Process, Helping Taiwanese Firms Break into the Supply Chains of Major International Semiconductor Companies
Published ・ Source Taiwan | 國家實驗研究院
國研院國儀中心 and 汎銓科技 have cooperated to successfully develop an atomic layer deposition coating technology with an operating temperature below 100℃, solving the problem of wafer structure analysis after High-NA EUV processes. This result helped 汎銓科技 break into the supply chains of the world's top 3 semiconductor equipment makers and manufacturers, and it was cited and published by the international leader 艾司摩爾（ASML）.
Racing against death: NARLabs develops key AI technologies for disaster prevention and relief
Published ・ Source Taiwan | 國家實驗研究院
國研院國震中心 has launched three AI disaster prevention and relief technologies, including the "POSEIDON 1" firefighting water supply dispatch assistant, the "Rapid Building Earthquake Damage Assessment AI Model," and "Safe and Earthquake-Resistant: My AI." They are applied respectively to fire rescue, post-disaster building assessment, and home health checks for the public, in order to improve rescue efficiency and living safety.
18th NARLabs Cup i-ONE Instrument Technology Innovation Award: National Tsing Hua University and Mingdao High School take top prizes
Published ・ Source Taiwan | 國家實驗研究院
At the 18th NARLabs Cup i-ONE Instrument Technology Innovation Award, National Tsing Hua University and Mingdao High School won first prize in the college and secondary school categories respectively, with companies such as Syntec Technology co-sponsoring and supporting the event.
The 2026 Special Excellence Award went to the research team of Distinguished Professor Chih-Lung Lin of the Department of Electrical Engineering at 成功大學
8 research centers under NARLabs
at the 2025 International Conference for High Performance Computing, Networking, Storage and Analysis (SC25) held in St. Louis, USA
Building a cross-disciplinary biomedical research collaboration platform: Professor Fang-Chia Chang takes over as director of 國研院 生物模式中心
Published ・ Source Taiwan | 國家實驗研究院
國研院 held a handover ceremony for the director of the 國家生物模式中心 on October 1, 2026. Distinguished Professor Fang-Chia Chang of the College of Veterinary Medicine at 國立臺灣大學 took over, aiming to build a cross-disciplinary biomedical research collaboration platform.
Pooling cross-disciplinary resources to improve the science and technology policy support system: Professor Chao-Ning Liao takes over as director of the NARLabs 科政中心
Published ・ Source Taiwan | 國家實驗研究院
The 國家實驗研究院 under the 國科會 held a handover ceremony on October 1, 2026 for the director of the 科技政策研究與資訊中心 (科政中心). Professor Chao-Ning Liao of the Department of Economics at 國立清華大學 took over, aiming to integrate resources and improve the science and technology policy support system.
Taiwan and Europe join forces in semiconductors! 國研院 hosts the TECIF 2026 Taiwan-Europe Chip Innovation Forum in Belgium to jointly build a resilient global Silicon Island ecosystem
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
attracted more than 300 senior representatives and experts and scholars from industry, government, academia and research in Taiwan and Europe
國研院 ✖ National Library of Public Information: Popular science special exhibition opens, Dim. Strolling. Scavenger: Discovering the life trajectory of the giant isopod
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
aphotic zone environments below 200 meters in depth
oceans cover more than 70% of the Earth's surface
the seabed at a depth of about 2,500 meters at most
In 1977, when the US crewed submersible 阿爾文號 (Alvin) was carrying out a dive mission in the Pacific Ocean
國研院 teams up with top Taiwanese and Japanese scholars to break through key 2D materials technology, successfully achieving a highly uniform continuous film of tungsten disulfide with 100% coverage on a 6-inch wafer
國研院 holds the finals and award ceremony of the 1st batch of the 115 Innovation and Entrepreneurship Incentive Program. Atlas, Cannova Bio康諾瓦生醫, and 巨噬原力 win the Outstanding Entrepreneurship Award
2026 Science Inquiry Competition "Teach Me and I'll Understand" international finals: Flipping the science narrative when science myths meet AI judgment
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
This year attracted 1,240 teams from Taiwan and abroad to register
as many as 3,874 participants joined in
This year 70 teams from overseas regions registered to compete
accumulating nearly 15,000 valuable science popularization works
Boosting the fight against liver cancer! 國研院 and 成功大學 AI platform detects liver lipid droplets with 98% accuracy, cutting mouse pathology analysis from 2 months to 2 weeks
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
The domestic prevalence of fatty liver is as high as 54.8%
for every 10,000 fatty liver patients, 8 may progress to liver cancer
quantitative reports are ready in just 2 weeks
traditional fully manual interpretation takes at least 2 months
the "distribution range of fatty liver cells" in the livers of mice on a high-fat, high-sugar diet was as high as 88.39%
only about 0.09% in the regular diet group
normal liver sections have only 3.07 inflammatory foci per square millimeter
while the steatohepatitis group has as many as 39.7
The 長庚大學 team, first-prize winner of the NARLabs Cup i-ONE Instrument Technology Innovation Award, wins second place in the IEEE IMS global student competition
Turning Inspiration into Reality: The 18th NIAR "i-ONE Instrument Technology Innovation Award" Calls on Students to Build Innovative Instruments Hands-On
Taiwan-France Science and Technology Cooperation Upgraded Again: NIAR Takes Part in the 2nd Taiwan-France Science and Technology Conference to Deepen International Ties
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
April 2026
Bringing together nearly 200 representatives
June this year
Companies mentioned：國家實驗研究院、NIAR、國科會、格勒諾布爾 - 阿爾卑斯大學、UGA、台灣半導體研究中心、國家高速網路與計算中心、法國國家健康與醫學研究院、Inserm、CEA 電子暨資訊技術實驗室、CEA-Leti、LID World Summit 2026、台灣海洋科技研究中心、TORI、法國海洋開發研究院、Ifremer
From Tech Stocks to Consumer Staples: Wall Street Sees Its Biggest Sector Rotation Since the Dot-Com Bubble Burst in October
Published ・ Source Taiwan | 鉅亨網
In October 2025, Wall Street saw its biggest sector rotation since 2001, with money moving heavily from tech stocks to consumer staples stocks. The tech ETF fell 8.3% while the consumer staples ETF rose 10.9%, reflecting risk-averse market sentiment and hedge fund deleveraging.
Facts
The State Street Technology Select Sector SPDR ETF (XLK-US) fell 8.3% in October 2025, its worst monthly performance since March 2025.
The State Street Consumer Staples Select Sector SPDR ETF (XLP-US) rose 10.9% in October, its best monthly performance since the ETF's launch in December 1998.
英特爾 (INTC) fell 45.3% in October, including a 28.6% plunge in a single day on October 30, its worst single-day performance since 1974.
The ratio of the two ETFs rose sharply by 21% within a single month, the largest shift of funds into consumer staples stocks since February 2001.
The indicator of the share of equities Wall Street strategists recommend investors hold is currently 57.2%, the highest level since March 2022.
Companies mentioned：Benzinga、State Street、Constellation Brands、沃爾瑪、Keurig Dr Pepper、雅詩蘭黛集團、Dollar Tree、英特爾、SanDisk、希捷科技、科林研發、邁威爾科技、埃森哲、22V Research、摩根士丹利、美銀
醫揚 Teams Up with 柏瑞醫 to Build Medical AI Applications at Kaohsiung Municipal Siaogang Hospital, Helping Medical Imaging AI Take Hold
Published ・ Source Taiwan | 鉅亨網
醫揚科技 teamed up with 柏瑞醫 to complete edge computing integration of portable X-ray equipment and AI algorithms at Kaohsiung Municipal Siaogang Hospital, using the ACCEL-JS1500 platform built on the NVIDIA Jetson Thor architecture. The work focuses on diagnosing osteoporosis and sarcopenia, and the results were presented at the Kaohsiung Biomedical International Conference.
Facts
醫揚科技 (6569-TW) and 柏瑞醫 completed system integration of a medical AI edge computing platform with portable X-ray equipment.
The 醫揚 ACCEL-JS1500 product is equipped with NVIDIA Jetson Thor and uses the Blackwell architecture.
The main application scenario of the integration project is AI analysis of images related to osteoporosis and sarcopenia.
The ACCEL-JS1500 features NVIDIA Holoscan Sensor Bridge (HSB) fiber-optic high-speed medical image transmission technology.
This case was publicly presented at the "2nd Kaohsiung Biomedical International Conference."
The general manager of 醫揚科技 is 莊富鈞.
Images are captured by front-end equipment and sent via HSB fiber optics to the computing platform, where AI models perform subsequent analysis.
US Midterm Elections Voting on the 3rd: Zelensky Says Russia Is Preparing a Large-Scale Attack
Published ・ Source Taiwan | 鉅亨網
Ukrainian President Zelensky accused Russia on the 2nd of trying to exploit the time when global attention is distracted by the US midterm elections to launch a large-scale attack on Ukrainian energy and logistics facilities. He urged the United States and its allies to pressure Russia through economic sanctions to end the war.
Facts
Zelensky accused Russia of planning to launch a large-scale attack during the US midterm elections.
The main targets of the Russian attack were identified as energy and logistics facilities.
Zelensky believes the world will be watching the US midterm elections on November 3 and overlook the situation in Ukraine.
Zelensky urged the United States and its allies to warn Russia that continued attacks will bring serious economic consequences.
Zelensky believes the United States has the ability to end the war by putting pressure on Russia's oil or gas revenues.
野村 Asia Umbrella Fund Debuts! 00420A and 009833 Target the AI Supply Chain: What Other Opportunities Are Hidden in Asian Tech?
Published ・ Source Taiwan | 鉅亨網
The 野村 Asia Umbrella Fund will be offered from November 3 to 6, 2026, launching two ETFs, 00420A and 009833, which respectively use an active stock-picking strategy and a passive strategy tracking a Korea technology index, to address the global wave of AI infrastructure investment.
Facts
The 野村 Asia Umbrella Fund will be offered from November 3 to 6, 2026.
The 野村 Asia Umbrella Fund includes the 野村 Asia Technology Active ETF (00420A) and the 野村 Korea Technology 30 ETF (009833).
The 野村 Asia Technology Active ETF combines Taiwan and Japan research resources and identifies Asian technology companies through a four-stage process.
The 野村 Korea Technology 30 ETF tracks the NYSE TIP Korea Technology 30 Index, with exposure to areas such as memory, components and internet platforms.
Both ETFs under the 野村 Asia Umbrella Fund have a semiannual dividend distribution mechanism.
蘋果 Admits iPhone Duo Foldable Deliveries Delayed, Hard to Predict When Relief Will Come
Published ・ Source Taiwan | 鉅亨網
At its earnings call, 蘋果 admitted that iPhone Duo deliveries are delayed until next year and that it is hard to predict when supply and demand will balance. Meanwhile, because AI demand has pushed up memory chip prices, 蘋果 has been forced to raise prices on several products.
Facts
蘋果 Chief Operating Officer Sabih Khan admitted at the earnings call that deliveries of the new foldable iPhone Duo are delayed and that it is uncertain when the supply shortage will ease.
The iPhone Duo sold out within hours of going on sale on the 蘋果 website, with delivery dates pushed to next year.
US telecom company Verizon is giving gift cards to customers affected by the iPhone Duo delivery delays.
Surging demand from the AI industry has pushed up memory chip costs, and hardware makers generally face rising component costs.
蘋果 raised prices on several products, saying it was a decision it had no choice but to make.
00419A Offering Opens! How Does the 施羅德 AI Technology Taiwan Equity Active ETF Find the Next Winners From Hot Themes?
Published ・ Source Taiwan | 鉅亨網
施羅德 is launching its first AI technology Taiwan equity active ETF (00419A), offered from November 2 to 6, 2026. The fund focuses on AI semiconductors, infrastructure and new applications, and uses the ACE stock selection process and cross-border research resources to try to help investors find the next winners with real earnings power as AI business opportunities spread.
Facts
The offering period for the 施羅德 AI Technology Taiwan Equity Active ETF (00419A) is November 2 to 6, 2026.
The three major investment areas the 00419A fund focuses on are AI semiconductors, infrastructure and new applications.
00419A uses a strategy called the "ACE stock selection process," combining financial quality screening with corporate competitiveness assessment.
The model portfolio of 00419A includes companies such as 台積電, 聯發科 and 台達電.
00419A uses a quarterly dividend distribution mechanism, and the source may include income equalization reserves.
Musk's SpaceX Compute Plan May Swallow 輝達's US$300 Billion Growth Increment, as Single-Customer Demand Raises Market Questions
Published ・ Source Taiwan | 鉅亨網
Musk's SpaceX plans to greatly expand its AI computing infrastructure, adding about 10 gigawatts of compute by the end of 2027, all using 輝達 hardware. Analysis firm StreetSignal noted that this single customer's incremental purchases could exceed 輝達's overall revenue growth expectations, raising market concerns about capacity allocation and whether other tech giants can obtain enough chips.
Facts
SpaceX plans to add about 10 gigawatts of compute by the end of 2027 and has committed to using 輝達 hardware.
Wall Street currently expects 輝達's annual revenue to increase by about US$292 billion to about US$703 billion.
As of the end of September 2026, SpaceX already has about 1.7GW of compute, and its chief financial officer expects it to reach 2.5 to 3GW by year-end.
SpaceX has completed US$40 billion in debt financing to buy GPUs, and the related chips are expected to be delivered in the first and second quarters of 2027.
輝達 has said that with the new-generation Vera Rubin system, each additional 1GW of compute can bring roughly US$40 billion in equipment revenue opportunity.
Capital spending by 輝達's five major cloud providers is expected to rise from US$800 billion this year to US$1.3 trillion in 2027.
StreetSignal estimates that 輝達's current share price is about 13 times analysts' expected earnings for fiscal year 2028.
Freezers Turn Into "Heaters" Overnight! Supermarkets in Several European Countries Suspected of Being Hit by a New Round of Hacker Attacks
Published ・ Source Taiwan | 鉅亨網
Supermarket freezers across multiple European countries are suspected of being hit by a cross-border hacker attack, causing temperatures to soar and food to be scrapped. Belgium has escalated the matter to a national-level incident investigation and confirmed that the method is similar to the attack in France in October.
Facts
The freezer malfunctions have affected six countries: Sweden, Belgium, Luxembourg, Finland, Ireland and Estonia.
At the affected facilities, freezers turned overnight into "heating cabinets" with temperatures as high as 50 degrees Celsius.
Rickard Nilsson, who runs an ICA supermarket in the Sjöbo area of southern Sweden, said he could not regulate the temperature and hot air kept flooding into the freezer room.
Stephane Moulans, CEO of Belgian refrigeration equipment company Sabcobel, said hackers targeted the freezers' defrost mode.
Belgium's Centre for Cybersecurity has escalated the attack to a national-level incident in order to conduct a coordinated investigation.
A 丹佛斯 spokesperson confirmed that the incidents in multiple locations across Europe involve the company's products, the same as the incident in France in October.
Landing an order for 170,000 units in the Philippines! MacBook Neo uses low prices to open the door to emerging markets, becoming 蘋果's new trump card in the education market
Published ・ Source Taiwan | 鉅亨網
In fiscal 2026 Q4, 蘋果 disclosed that it sold 170,000 MacBook Neo units to the Philippines, setting an education procurement record. The move shows that 蘋果, with its low-priced entry-level model equipped with the A18 Pro chip, is aggressively pushing into emerging markets and strengthening ecosystem stickiness.
Facts
蘋果 has sold 170,000 MacBook Neo units to teachers and students in the Philippines.
The MacBook Neo is 蘋果's first laptop equipped with the iPhone A18 Pro chip.
The MacBook Neo was initially priced at 499 US dollars in the education market, and was raised to 649 US dollars at the end of last month.
蘋果 disclosed the sales figure on its fiscal 2026 fourth-quarter earnings call.
In the Philippine market, the 256GB version of the MacBook Neo is priced at about 721.25 US dollars.
In the Philippine market, the 512GB version of the MacBook Neo is priced at about 837 US dollars.
Analysts believe the MacBook Neo is playing the role of a "loss-leader product," trading thin hardware margins for services and device stickiness over the coming years.
It all depends on AI data centers! With weak demand from the auto and construction sectors plus Chile cutting its output forecast, could copper prices collapse once capital spending slows?
Ternus's debut hits turbulence! Reading 蘋果's earnings: Mac is a bright spot, chip costs are climbing, holiday-season guidance is conservative, and the AI monetization path is defined
Published ・ Source Taiwan | 鉅亨網
蘋果 reported fiscal fourth-quarter results, with revenue and EPS beating expectations and iPhone and Mac performing strongly. However, because of rising memory costs, holiday-season guidance was conservative and the shares fell after hours.
Facts
蘋果's fiscal fourth-quarter revenue was 114.48 billion US dollars, up 12% year over year, beating the market expectation of 113.39 billion US dollars.
iPhone revenue rose 17% year over year to 57.58 billion US dollars, accounting for more than half of total revenue.
Mac revenue rose 24% year over year to 10.79 billion US dollars, far exceeding the analyst estimate of 9.61 billion US dollars.
蘋果 projects a gross margin of 45-46% for the first quarter of the fiscal year (covering the holiday season), below the analyst expectation of 46.3%.
After 蘋果 released its earnings, its shares fell 4% in after-hours trading on Monday and were still down 2.8% at press time.
蘋果's gross margin is under pressure from rising memory costs and spending related to the new Siri AI digital assistant.
The iPhone Duo sold out within hours of launch, but some consumers have reported cracked-screen problems.
Iranian media say there is no progress in US-Iran communication! Trump claims he is "winning": not considering striking Iran after the midterm elections
Published ・ Source Taiwan | 鉅亨網
US-Iran diplomatic contacts continue but negotiations have made no substantive progress, with Iran insisting that the US must first implement seven conditions. Trump says he is winning and that oil prices have plunged, and stated clearly that he is not considering striking Iran after the midterm elections; Israeli Prime Minister Netanyahu, meanwhile, is pressing for a resumption of military action, and the market is watching whether the talks turn into a substantive agreement.
Facts
Iran stressed that it will take no new action until the US implements the seven conditions it has put forward.
In an interview with Axios, Trump said the US is winning on the Iran issue and that oil prices fell by 10 US dollars that day.
Trump stated clearly that he will not consider striking Iran again after the US midterm elections.
WTI crude futures fell to 95.15 US dollars per barrel, and Brent crude futures fell to 103.28 US dollars per barrel.
Netanyahu urged Trump to resume military action against Iran immediately after the US midterm elections on Nov. 3.
US tech stocks kept falling on 鎧俠's weak guidance and doubts about AI spending, 英特爾's share price hit a record low, and chip stocks lost huge amounts of market value. 甲骨文 and Meta are actively raising funds to support AI investment, and the market reaction was cautious.
Facts
美光's shares plunged 5.78% on Monday, closing at 833.59 US dollars per share.
Chip stocks lost more than 300 billion US dollars in total market value in a single trading day.
甲骨文 raised 20 billion US dollars in one day, including a 10 billion US dollar bond issue and a 10 billion US dollar stock offering filing.
Meta plans to raise at least 20 billion US dollars by issuing investment-grade corporate bonds.
AI helps Meta but backfires on Google? The advertising growth gap between the two giants widens to 14 percentage points
Published ・ Source Taiwan | 鉅亨網
The gap in third-quarter advertising revenue growth between Meta and Google widened to 14 percentage points. Meta, benefiting from improved AI ad-delivery efficiency, grew 26% year over year, while Google, affected by AI search diverting traffic, grew only 12%.
Facts
Meta's third-quarter advertising revenue rose 26% year over year to 63.1 billion US dollars
Google Search and other revenue rose 12% year over year to 63.4 billion US dollars
The two companies' third-quarter advertising revenue growth rates differ by 14 percentage points
Google expects this year's capital expenditure to reach as much as 205 billion US dollars
In the third quarter, nearly 10 million advertisers at Meta had used at least one AI tool
Alphabet's shares plunged more than 12% in a single day after its third-quarter earnings report
Google's cloud business third-quarter revenue reached 31 billion US dollars, up more than 100% year over year
Would the stock market be hit if Trump does not accept the election results? Analyst: US stocks care more about Google's AI investment
Published ・ Source Taiwan | 鉅亨網
With the US midterm elections imminent, polls show the Democrats ahead. Analysts believe that even if the race is tight or Trump challenges the result, the impact on the stock market would be limited, and investors' focus has turned to Google's AI investment.
Facts
According to the Silver Bulletin model, the Democrats' probability of winning control of the Senate is close to 78%, and their probability of winning control of the House is as high as 95%.
Joe Maher, market economist at Capital Economics, noted that US stocks still rose even though Trump questioned the voting results after the 2020 presidential election.
Michael Purves, CEO of Tallbacken Capital Advisors, believes stock market investors care more about whether Google can carry out its artificial intelligence (AI) capital spending plans.
Alaska officials said that if no candidate gets more than 50% of first-round votes, the ranked-choice ballot count may not be completed until Nov. 18.
White House spokesperson Bisi said in a statement that radical Democrats are manipulating ballots in Alaska and opposing voter ID requirements to ensure that only American citizens decide election outcomes.
Companies mentioned：巴隆周刊、Silver Bulletin、Capital Economics、Tallbacken Capital Advisors、Google
〈Earnings〉蘋果's first earnings report under Ternus is a mixed bag! Q1 gross margin outlook disappoints, shares once fell 4% after hours
Published ・ Source Taiwan | 鉅亨網
蘋果 announced its first earnings report under Ternus, with last quarter's revenue and EPS both beating expectations and a record best fiscal year. However, the iPad and wearables businesses missed expectations, and the gross margin outlook for this quarter was weaker than analysts' estimates, sending the stock down as much as 4% in after-hours trading.
Facts
蘋果's EPS last quarter was $2.10, beating analysts' expectation of $1.99.
iPhone revenue rose 17% year over year to $57.6 billion, higher than the analyst average estimate of $56.5 billion.
Mac revenue rose 24% year over year to $10.8 billion, far exceeding the analyst average estimate of $9.7 billion.
蘋果 expects this quarter's gross margin to be between 45-46%, below analysts' estimate of 46.3%.
Greater China revenue was $17.5 billion, more than $1 billion short of analyst expectations.
蘋果 shares turned negative in after-hours trading after it released a gross margin forecast below expectations, falling as much as 4%.
Intel plunges, chip stocks have lost $3.5 trillion in value. Is the worst over?
Published ・ Source Taiwan | 鉅亨網
Chip stocks extended their decline after Wall Street tech stocks fell sharply, with Intel leading losses at 8.8%. Since Oct. 6, the total market value of chip and memory stocks has evaporated by about $3.5 trillion. Experts believe the market has priced in the worst, and historical data show the semiconductor industry usually performs well during the midterm election cycle.
Facts
英特爾(Intel) shares led declines on Monday (the 2nd), plunging 8.8%
Since Oct. 6, the total market value of chip and memory stocks has evaporated by about $3.5 trillion
英特爾's shares closed Monday at $59.97, with its market value at less than half of what it was at the end of September
邁威爾(Marvell) shares fell as much as 12.7%
輝達(Nvidia) shares have fallen about 15% since Oct. 6
超微半導體(AMD) will report third-quarter earnings after the U.S. market close on Tuesday
Oil prices plunge more than 7%! Why does 高盛 still forecast an average price of $130 next year?
Published ・ Source Taiwan | 鉅亨網
Prospects for U.S.-Iran talks sent oil prices sharply lower, with WTI falling below the $100 mark. 高盛 raised its oil price forecast for next year to $88 and warned that the average price could reach $130 under supply disruption risks. Deutsche Bank warned that the effects of energy inflation may emerge with a delay.
Facts
West Texas Intermediate (WTI) crude fell about 7.2% during Monday trading to $96.60 per barrel, dropping below the $100 level.
高盛's base case forecasts the average price of Brent crude in 2027 at $88 per barrel, which could reach $130 if supply is disrupted.
The national average price of regular unleaded gasoline on Monday was $4.12 per gallon, down 17.1 cents over the past week.
Iran has reportedly claimed that once a deal is reached, it is willing to reopen the Strait of Hormuz within two days.
德意志銀行 noted that inflationary pressure from earlier energy price increases may take several months to gradually pass through to other goods and services.
AI bubble concerns intensify! Investors scramble for hedging instruments, CoreWeave put option trading volume hits record high
Published ・ Source Taiwan | 鉅亨網
Growing market doubts about returns on AI investment have caused demand for hedging instruments to surge. CoreWeave put option trading volume hit a record high, the credit default swap cost for five major tech stocks reached its highest in more than two years, and new derivatives have been introduced one after another to hedge computing power price risk.
Facts
The Nasdaq Composite fell 2.9% last Friday, posting its worst monthly performance since March 2025.
In October, trading volume of put options linked to CoreWeave's stock price climbed to a record high.
The cost of hedging against default risk on 亞馬遜, Alphabet, 微軟, Meta and 甲骨文 has risen to its highest level since 2021.
The deterioration in 甲骨文's credit risk is especially pronounced, with its credit default swap spread widening by more than 1 percentage point.
The rental price of 輝達 B300 chips has risen about 56% so far this year, reaching $7.56 per hour.
Companies mentioned：華爾街日報、CoreWeave、芝加哥選擇權交易所全球市場、Solve、亞馬遜、Alphabet、微軟、Meta、甲骨文、Jump Trading、Silicon Data、輝達、Susquehanna International Group
Damage from the earthquake centered in northeastern Chiba Prefecture and response status of fire departments and other agencies (Report 2, updated R8.10.29)
Published ・ Source Japan | 消防庁
Second report on damage from the earthquake centered in northeastern Chiba Prefecture (R8.10.29) and the response status of fire departments and other agencies. Maximum seismic intensity of 5 lower, no tsunami, human and housing damage under confirmation.
Damage from Typhoon No. 30 of Reiwa 8 and the front, and response status of fire departments and other agencies (Report 4, updated R8.10.27)
Published ・ Source Japan | 消防庁
Report No. 4 on damage from Typhoon No. 30 and fronts in Reiwa 8 reports the situation of human casualties including 2 deaths and housing damage, as well as the response of the Fire and Disaster Management Agency.
Report No. 6 on damage in Akita Prefecture from heavy rain since Oct. 21, Reiwa 8, and the response of the Fire and Disaster Management Agency. 1 death was confirmed in Yurihonjo City, and the evacuation order was lifted.
消防庁災害対策本部 issued Report No. 25 on damage from Typhoons No. 25 and No. 26 and fronts in Reiwa 8, and the response of fire-fighting agencies and others. Human casualties and housing damage occurred in Chiba, Kanagawa, Tokyo and other prefectures, with a total of 17 deaths and housing damage of 414 completely destroyed, 1,259 half-destroyed and 2,412 flooded below floor level.
Report No. 2 on the change in the volcanic alert level due to volcanic activity at Mount Tokachidake, and the establishment and dissolution of disaster response headquarters by 北海道 and 消防庁.
A flash report compiled by 消防庁 on damage from the Kumamoto earthquake that struck at around 16:27 on July 28, Reiwa 8 (Report No. 66, updated Oct. 5), and the response of fire-fighting agencies and others. A maximum seismic intensity of 7 was observed in Uki City, Hikawa Town and elsewhere in Kumamoto Prefecture. Human casualties were 38 deaths and 376 injured; housing damage was 2,408 completely destroyed, 7,802 half-destroyed and 59,394 partially damaged, for a total of 69,604 buildings. All 11 fires and 64 rescue cases have been dealt with, all evacuation orders have been lifted, and 緊急消防援助隊 have been withdrawn in stages.
Facts
Seismic intensity 7 Kumamoto Prefecture: Uki City, Hikawa Town
Kumamoto Prefecture 38
Total 38 43 333 376
Fires: all 11 fires that had occurred have been extinguished
Rescue: all 64 cases that had occurred have been dealt with
Number of people rescued … total 98
Support teams from within the prefecture assisted the local emergency medical system with a force of about 30 personnel
[宏碁遊戲-創] Announcement on behalf of subsidiary Winking Studios Limited regarding the execution of its share buyback
Published ・ Source Taiwan | 臺灣證券交易所
宏碁遊戲-創 announced that its subsidiary Winking Studios Limited executed a share buyback on Nov. 2, 115, purchasing 12,800 shares, bringing its cumulative holdings to 2,782,800 shares.
Facts
Subsidiary Winking Studios Limited executed a share buyback purchase on Nov. 2, 115.
The total number of shares purchased this time was 12,800.
The price per share for all shares purchased was SGD 0.21500.
宏碁遊戲-創 holds 57.19% of the shares of subsidiary Winking Studios Limited.
The cumulative number of shares purchased to date is 2,782,800.
鼎炫-KY announced that its subsidiary acquired two tranches of 中信證券 income certificates totaling RMB 60 million, which constitutes ordinary wealth management investment activity.
Facts
鼎炫-KY announced the acquisition of wealth management products on Nov. 2, 115 of the Republic of China calendar
Subsidiary 隆揚電業(昆侖)股份有限公司 acquired two tranches of 中信證券 income certificates
The transaction subject matter is the 147th and 146th tranches of the 中信證券 Fixed Income Zhenxiang series income certificates
[愛普*] The company will hold an online investor conference
Published ・ Source Taiwan | 臺灣證券交易所
愛普 (6531) announced it will hold an online investor conference at 2:30 p.m. on Nov. 10, 115, to explain its operating and financial performance for Q3 of that year and respond to investor questions.
Facts
愛普's company code is 6531.
The event date of the investor conference is Nov. 10, 115.
The investor conference time is 14:30.
The investor conference will be held as an online meeting.
The investor conference will explain operating and financial performance for Q3 of 115.
[中信金] Announcement on behalf of subsidiary 中國信託綜合證券(股) regarding a change in accounting estimates after the start of the 116 fiscal year. (Supplement to the announcement of 115/09/21)
Published ・ Source Taiwan | 臺灣證券交易所
中信金 subsidiary 中國信託綜合證券 announced that starting in 116 it will extend the useful lives of certain assets and adjust residual values to reflect actual usage.
Facts
中信金, on behalf of subsidiary 中國信託綜合證券, announced a change in accounting estimates after the start of the 116 fiscal year.
The board resolution date is 115/09/21.
The nature of the change is a change in accounting estimates.
The proposal is to extend the useful lives of certain buildings, equipment and intangible assets and to estimate residual values at zero.
This matter was approved by the competent authority and took effect on 115/11/02.
[中信金] Announcement on behalf of subsidiary 中國信託綜合證券(股) regarding a change in accounting policy after the start of the 116 fiscal year. (Supplement to the announcement of 115/09/21)
[大同] Announcement regarding negotiated settlement of the performance compensation litigation between the company and 華映科技（集團）股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
Tatung and 華映 reached a settlement in the performance compensation litigation, with a settlement amount of RMB 768 million. Previously, a court ruling required Tatung to bear joint and several liability of about RMB 3.029 billion; Tatung has already recognized a loss, and after the settlement that loss is expected to be reversed, improving its financial position.
Facts
Tatung and 華映 reached a settlement, with a settlement amount of RMB 768 million.
The original amount in dispute was about RMB 3.029 billion.
Tatung recognized the full loss in a single lump sum in the fourth quarter of last year.
The settlement agreement can only be formally signed after it is approved at the shareholders' meeting of 華映科技.
The enforcing court in this case is the Fuzhou Intermediate People's Court of Fujian Province.
【南電】Announcement on Important Resolutions of Extraordinary Shareholders' Meeting on Behalf of Subsidiary 南亞電路板(昆山)有限公司
Published ・ Source Taiwan | 臺灣證券交易所
南亞電路板(昆山)有限公司 held an extraordinary shareholders' meeting on Nov. 2, 115, and resolved to distribute a cash dividend of RMB 36,000,000. This is an announcement by 南電 (8046) on behalf of its subsidiary regarding a major financial decision.
Facts
南亞電路板(昆山)有限公司 held an extraordinary shareholders' meeting on Nov. 2, 115
南亞電路板(昆山)有限公司 approved the distribution of a cash dividend of RMB 36,000,000
南亞電路板(昆山)有限公司 has no other matters to be stated
南亞電路板(昆山)有限公司 is the subsidiary on whose behalf the announcement is made
【南電】Announcement on Board Resolution to Distribute Dividends on Behalf of Subsidiary 南亞電路板(昆山)有限公司
Published ・ Source Taiwan | 臺灣證券交易所
南電 announced, on behalf of its subsidiary 南亞電路板(昆山)有限公司, that on Nov. 2, 115 it resolved to distribute a cash dividend of RMB 36,000,000, with no other matters to be stated.
Facts
南亞電路板(昆山)有限公司 held a board meeting on Nov. 2, 115 and passed a resolution on the dividend distribution.
南亞電路板(昆山)有限公司 resolved to distribute a cash dividend.
The amount of the cash dividend to be distributed is RMB 36,000,000.
南電 is the parent company or an affiliated enterprise of 南亞電路板(昆山)有限公司 and is responsible for issuing this announcement.
This announcement complies with Item 14 of the information disclosure requirements.
[臻鼎-KY] Announces acquisition of machinery and equipment on behalf of subsidiary 禮鼎半導體科技(深圳)股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
臻鼎-KY announced that its subsidiary 禮鼎半導體科技(深圳) acquired a batch of machinery and equipment for business use on Nov. 2, 115 for approximately NT$1.034 billion, with GROUP UP INDUSTRIAL CO., LTD. as the counterparty, in a transaction with a non-related party.
Facts
臻鼎-KY, on behalf of its subsidiary 禮鼎半導體科技(深圳)股份有限公司, acquired machinery and equipment
The total transaction amount is NT$1,034,127,175
The counterparty to the transaction is GROUP UP INDUSTRIAL CO., LTD.
Whether this transaction involves acquiring assets from a related party: No
The specific purpose of acquiring the assets is for business use
Companies mentioned：臻鼎-KY、禮鼎半導體科技(深圳)股份有限公司、GROUP UP INDUSTRIAL CO., LTD.