[Furusato Nozei] A hugely popular brand's rich matcha sweets set that sold 11040 units in 10 days is newly adopted as a return gift in Kyoto Prefecture! Limited-time exclusive sets also on sale at the online shop
Published ・ Source Japan | PR TIMES
The sweets brand MAMIDORI, made with 100% Kyoto Prefecture matcha, has been newly adopted as a Kyoto Prefecture furusato nozei return gift as a set of daifuku and madeleines. It recorded strong sales at events at 阪急うめだ本店 and 名古屋栄三越, and a limited-time set is on sale to commemorate the occasion.
Facts
Sold a total of more than 10000 items in 10 days
Also recorded sales of more than 1500 units in a single day
Thawing at room temperature for 2 hours is recommended
Thawing at room temperature for 1 hour is recommended
Heat in a 600W microwave for just under 10 seconds
Motion capture information site mocapDB expands into education! Launches a "School Edition" specialized for universities and vocational schools
Published ・ Source Japan | PR TIMES
mocapDB, a motion capture information site operated by 株式会社ミックスインターナショナルコミュニケーションズ, has launched "mocapDB School Edition," new content for universities and vocational schools. As a first step, it lists information on 50 schools nationwide, aiming to develop the industry through collaboration with educational institutions.
Shoe brand "YELLO" to hold a limited-time EXHIBITION & PRE-ORDER EVENT in Seongsu, Seoul, South Korea
Published ・ Source Japan | PR TIMES
The shoe brand "YELLO," operated by 株式会社トルメキア, will hold a limited-time exhibition and pre-order event in Seongsu, Seoul, South Korea, from Nov. 9 to 15, 2026.
"The heat of Fukuyama" at the arrival gate of Hiroshima Airport. 松原組 x 福山シティFC x びんご福山デニックス: collaboration ad displayed at domestic arrivals baggage claim
Published ・ Source Japan | PR TIMES
株式会社福山デニックス and 福山シティFC, with sponsorship from 株式会社松原組, are displaying a collaboration ad at the domestic arrivals baggage claim of Hiroshima Airport from Nov. 1, 2026 to Dec. 31, 2027.
Tani donates autumn and winter wear to child-rearing families and children's cafeteria staff in Onagawa Town, Miyagi Prefecture
Published ・ Source Japan | PR TIMES
Tani, the comfort wear brand of 株式会社TANI JAPAN, donated autumn and winter wear and a support fund for its activities to the children's cafeteria "Minna no Onagawa Dining" in Onagawa Town, Miyagi Prefecture, and to local child-rearing families.
Generative AI's pick for "marriage agency": No. 1 is IBJメンバーズ (mention rate 99.4%) [Oct. 2026 survey]
Published ・ Source Japan | PR TIMES
In the Oct. 2026 fixed-point survey of marriage agencies by generative AI conducted by 株式会社ブランディングワークス, IBJメンバーズ ranked No. 1 with a mention rate of 99.4%. The result was consistent across both ChatGPT and Gemini models, and ranking changes for サンマリエ, スマリッジ and others were also confirmed.
ゴムマリ's business AI agent begins offering "Excel Ledger Database Conversion"
Published ・ Source Japan | PR TIMES
ゴムマリ株式会社 will begin offering the AI agent "Excel Ledger Database Conversion AI Agent," targeting the conversion of Excel ledgers into databases, from Nov. 3, 2026. Built on existing infrastructure, it can be introduced from an initial build cost of 500,000 yen and monthly fees from 50,000 yen.
A "wall of watches" worth about 6 billion yen in total in Ginza. 陽吉 Ginza Chuo-dori store expands its inventory about 2 times in 3 months since opening
Published ・ Source Japan | PR TIMES
株式会社陽吉グループ operates the "陽吉 Ginza Chuo-dori store," which opened in Jun. 2026, with luxury watches centered on ロレックス and パテック フィリップ worth about 6 billion yen in total, and has expanded its inventory about 2 times in 3 months since opening.
Zept CEO Koji Enoki appears as a guest on Yume no Tane Hosokyoku's "Nico Nico Frequency!!": "AI isn't finished once it's introduced; we stay alongside until it leads to profit"
Published ・ Source Japan | PR TIMES
Koji Enoki, CEO of Zept, appeared on the internet radio program "Nico Nico Frequency!!" and spoke about support after AI adoption, "Anpanman management" and efforts to address labor shortages.
Liyuu, active as an artist, voice actress and cosplayer, holds her first Halloween event! Announces CD release and birthday event next year!!!
Published ・ Source Japan | PR TIMES
Reports covered the first Halloween event, "Liyuu's Special event 2026," held on Oct. 31 by singer and voice actress Liyuu, where a birthday event in Jan. 2027 and a CD release in Feb. 2027 were announced.
Facts
Saturday, Oct. 31
with more than 2.3 million total social media followers
The Saitama Prefecture Products and Tourism Association (一般社団法人埼玉県物産観光協会) will hold a day-trip bus tour on Jan. 23, 2027, with Rin Takemasa, visiting the winter flavors and history of northern Saitama Prefecture. Arranged by Yomiuri Travel, the tour will visit Kazo City and Fukaya City.
Facts
Saturday, Jan. 23, 2027
about 300 udon restaurants in Saitama Prefecture
80,000 channel subscribers
a long history of more than 275 years
17,980 yen per person (tax included)
Minimum number of participants: 25
Reception opens: Nov. 3, 2026 (holiday), 12:00 and later
Nov. 13 at Kamikuwama Public Hall: "Guitar Song Festival" to enjoy nostalgic classics
Published ・ Source Japan | PR TIMES
株式会社ベルコ Awaji Island branch will hold the "Guitar Song Festival" on Nov. 13, 2026, at Kamikuwama Public Hall in Sumoto, Hyogo Prefecture. Featuring professional singer Motohisa Uchikoshi, it is a free participatory event that aims to foster community interaction and extend healthy life expectancy through nostalgic classics.
9th anniversary "Knives Out" prints on sale at ローソン nationwide! In-store broadcast by Monaki for a limited time, too!?
Published ・ Source Japan | PR TIMES
To mark the 9th anniversary of NetEase Games' "Knives Out," limited-edition prints will be sold and a collaboration in-store broadcast with Monaki will be held at ローソン.
Facts
9th anniversary
300 yen
Limited to 7 days
100 players
Companies mentioned：NetEase Games、ローソン、eプリントサービス、NetEase, Inc.
Yohji Yamamoto to hold 2026-27 fall/winter pop-up stores in succession starting Nov. 4 (Wed)
Published ・ Source Japan | PR TIMES
Yohji Yamamoto will hold pop-up stores featuring its 2026-27 fall/winter collection and special items in succession starting Nov. 4 at 4 stores: 伊勢丹新宿店, 阪急うめだ本店, 仙台三越店 and ジェイアール京都伊勢丹店.
Seahorses Mikawa announces ticket sales overview for 2026-27 season games at IG Arena
Published ・ Source Japan | PR TIMES
Seahorses Mikawa has announced the ticket sales overview for its 2026-27 B.LEAGUE season games held at IG Arena. The announcement details subdividing the courtside seat categories and installing them at "floor level," as well as changes to how premium lounge seats are sold and to advance applications for group viewing tickets.
[TAC Police Officer and Firefighter] Limited streaming on 11/4 (Wed) and 11/8 (Sun): "Understand in 30 minutes! Short Guidance" Gather information quickly with easy-to-understand explanations!
Published ・ Source Japan | PR TIMES
TAC株式会社 will hold limited-streaming short guidance sessions on YouTube on Nov. 4 and 8 for those considering the police officer and firefighter exams. It is also running an autumn discount campaign (8,250 yen off tuition) for those aiming to pass in 2027, through Nov. 30.
ABEMA original romance reality show "Kyo, Suki ni Narimashita: Suwon Edition" #3: First 2-shot she invited him to herself! "I thought he was cool!" A sign of new love!?
Published ・ Source Japan | PR TIMES
ABEMA aired #3 of "Kyo, Suki ni Narimashita: Suwon Edition" on Nov. 2, 2026. Set in Suwon, South Korea, and depicting the romances of high school students, the episode focused on the first 2-shot of Minori and Rihito, and the candid exchange between Keito on an aquarium date.
[NEMU RESORT] "Premium Basque Cheesecake" born to commemorate the 60th anniversary of opening! On sale from Nov. 3
Published ・ Source Japan | PR TIMES
伊勢志摩リゾートマネジメント株式会社 will begin selling the "Premium Basque Cheesecake" on Nov. 3, 2026, to commemorate the 60th anniversary of the opening of NEMU RESORT. The first edition is cassis and white chocolate, and the second is amanatsu and Ise Japanese black tea, priced at 4320 yen (tax included).
湘南国際アカデミー's "Nenrin Seminar" offers free dementia care course "Bathing Edition" by certified nurses and dementia supporter training course in November and December
Published ・ Source Japan | PR TIMES
株式会社アメイジュ will hold the "Nenrin Seminar," a public lecture series run by the caregiving qualification school 湘南国際アカデミー, at 5 campuses in Kanagawa Prefecture and online from November to December 2026. The dementia care course and supporter training course are free.
[30-year master lease, gross yield of about 7%] エム・ジェイホーム takes on the "after parents are gone" problem for people with disabilities, rolling out a group home investment scheme for people with disabilities.
Published ・ Source Japan | PR TIMES
株式会社エム・ジェイホーム is developing a 30-year master-lease type group home business for people with disabilities, backed by public systems, to address the "after parents are gone" problem for people with disabilities.
A new form of overseas relocation: "LOCAL AMBASSADOR PROJECT" opens Oct. 30, 2026
Published ・ Source Japan | PR TIMES
The "LOCAL AMBASSADOR PROJECT," jointly operated by Misfits株式会社 and 株式会社RemoRemo, opens on Oct. 30, 2026. Kana Miyoshi will serve as the main instructor to train local ambassadors.
台灣自來水公司 issued an update on a water outage in Guizi Village, Taishan District, New Taipei City, caused by leak repairs at Alley 28, Lane 74, Section 3, Mingzhi Road. The severity level is Minor.
台灣自來水公司 issued an update on a water outage in Guiren District, Tainan City, due to repairs of a 100mm broken pipe on Daguang 2nd Street, affecting Qijia Village, Bajia Village and Mamiao Village, effective from 11:55 to 14:00 on Nov. 3, 2026.
Due to emergency repairs of a broken pipe at No. 93, Heping Street, Wuqi District, Dazhuang Village and Fude Village in Wuqi District, Taichung City, will have water outages.
Due to repairs of a leaking PVCP pipe in front of Section 1, Linjia Road, Linyuan District, 台灣自來水公司 issued an update on water outages in multiple villages in Linyuan District, Kaohsiung City.
Due to repairs of a leaking 200mm PVC pipe at No. 3-42, Lize West Road, Lize Village, Wujie Township, 台灣自來水公司 issued a water outage notice for parts of Yilan County.
台灣自來水公司 is carrying out a water outage from 8:53 to 17:00 on Nov. 3, 2026, due to pipeline replacement work, affecting parts of Daxi District, Taoyuan City, and Yingge District, New Taipei City.
台灣自來水公司 issued a water outage alert for Guiren District, Tainan City, due to repairs of a 100mm broken pipe on Daguang 2nd Street, affecting Bajia Village, Xucuo Village and Guiren Village, effective from 10:51 to 14:00 on Nov. 3, 2026.
Strong wind advisory for land areas (yellow alert) (Pingtung County, Taoyuan City, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a strong wind advisory for land areas (yellow alert), noting that from morning to night on Nov. 3, 2026, there is a chance of average winds of Beaufort scale 6 or above or gusts of scale 8 or above in some areas of Taoyuan City, Pingtung County and Penghu County.
Heavy rain advisory (Yilan County, Hualien County, Taitung County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a heavy rain advisory, noting that due to the northeast monsoon, there is a chance of localized heavy rain in Yilan, Hualien and Taitung today.
台灣自來水公司 issued a water outage alert for some villages in Gangshan District, Kaohsiung City, due to repairs of a leaking water pipe in front of No. 28, Section 1, Liuqiao West Road.
台灣自來水公司 carried out emergency repairs on a broken pipe in front of No. 15, Lane 313, Dongwanshou Road, causing water outages in Xinling Village, Longshou Village and Lingding Village, Guishan District, Taoyuan City.
台灣自來水公司 is implementing water outages in parts of Zhushan Township and Lugu Township, Nantou County, on Nov. 3 and 4, 2026, in coordination with pipeline improvement construction by the Engineering Section.
台灣自來水公司 issued a water outage alert for Taizi Village, Rende District, Tainan City, due to emergency repairs of a broken pipe on Changxing Road. The affected period is from 10:19 to 14:30 on Nov. 3, 2026.
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
Published ・ Source Taiwan | 國家災害防救科技中心
The 水利署 issued an updated notice on the free overflow of Huoshan Reservoir into the Beigang River, affecting multiple townships and cities in Yunlin County and Chiayi County. Residents along the river are advised to stay alert and keep away from the riverbed.
Due to pipeline replacement work in the Lingquan neighborhood of Qingshui District and leak reconnection work, 台灣自來水公司 will cut water on Nov. 3, 2026 in some villages of Shalu District and Qingshui District in Taichung City.
Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
The 水利署 issued an updated notice on the free overflow of Baoshan No. 2 Reservoir into the Shijing River, affecting Baoshan Township, Emei Township, and Hsinchu City's East District, North District and Xiangshan District in Hsinchu County. Residents along the river are advised to stay alert and keep away from the riverbed.
台灣自來水公司 is carrying out pipeline replacement work at Nan 133 and Xuzhongying in Zhongrong Village, Anding District, Tainan City, causing a water outage in the area.
台灣自來水公司 issued a water outage alert for Minghu and Gaofeng Villages in Hsinchu City's East District due to emergency repairs at No. 83, Lane 386, Gaofeng Road. The affected period is 09:55 to 14:00 on Nov. 3, 2026.
To improve water supply stability and reduce leak risk, 台灣自來水公司 will carry out pipeline replacement work on Wufu Road in Magong City, Penghu County, affecting Xiwei and Chongguang Villages with water outages.
台灣自來水公司 issued a water outage alert for Beiji Village, Wanli District, New Taipei City, due to emergency repairs of a burst pipe in front of No. 8, Zhongwu Street. The affected period is 09:44 to 13:30 on Nov. 3, 2026.
A leak caused by an unidentified pipeline damaged during drainage ditch reconstruction work led 台灣自來水公司 to cut water in Mingli Village, Wanrong Township, and Changqiao Village, Fenglin Township, Hualien County.
台灣自來水公司 issued a water outage alert for Shengxing and Guangsheng Villages in Sanyi Township, Miaoli County, effective from 08:59 to 16:00 on Nov. 3, 2026.
Due to emergency repairs of a road-surface leak on Section 2 of Ximen Road in Tainan City's West Central District, some areas have no water or reduced pressure, affecting Wutiaogang, Chikan, Nanmei and Qiancao Villages.
Due to pipeline replacement and pressure-reducing valve installation work on Huaxing Road and other roads in Dayuan District, 台灣自來水公司 will cut water from Nov. 3 to Nov. 10, 2026 in Beigang, Tianxin, Heping, Nangang and Xihai Villages in Dayuan District, Taoyuan City.
Due to emergency repairs of a leaking 80mm PVCP pipe in front of No. 187, Nantong Road, Ershui Township, water will be cut in Xiuren Village, Ershui Township, Changhua County.
To improve water supply stability and reduce leak risk, 台灣自來水公司 will carry out pipeline replacement work on Nov. 3, 2026 on the south side of Xinxing Road and Lane 126, Section 1, Xinan Road in Taichung City's Wuri District. Water will be cut during the work.
Due to leak repairs at the market intersection on Section 2 of Zhongzheng Road, 台灣自來水公司 will cut water on Nov. 3, 2026 in Datong, Daan and Dahua Villages in Guangfu Township, Hualien County.
To coordinate with pipe disconnection and reconnection for the Daxi Puding Camp zone expropriation project in Taoyuan City, 台灣自來水公司 issued a water outage alert affecting Renhe, Renwu, Renshan and Renai Villages in Daxi District, effective from Nov. 3 to Nov. 5, 2026.
台灣自來水公司 is carrying out pipeline replacement work on the odd-numbered side of Zhongzheng Road in Taoyuan City's Longtan District, which will cause a water outage in the area during construction.
Because a pipe was severed during new installation work at Lane 180, Beibao Road, Rende District, 台灣自來水公司 issued a water outage alert for parts of Tainan City.
台灣自來水公司 issued a water outage alert for parts of Zhushan Township and Lugu Township in Nantou County due to emergency repairs of a leak on Provincial Highway 3C. The affected period is 08:47 to 16:00 on Nov. 3, 2026.
台灣自來水公司 is carrying out abnormal-pressure inspection and repairs in Nantou City's Yongfeng Village, along Zhonghua Road and Zili 2nd and 3rd Roads in Nantou County. The outage is expected from 08:30 to 17:00 on Nov. 3, 2026.
To improve water supply stability and reduce the risk of pipeline leaks, 台灣自來水公司 is carrying out pipeline replacement work in Changhua County's Xizhou Township, causing water outages in some areas.
Due to emergency repairs of a leaking pipeline, 台灣自來水公司 will cut water on Nov. 3, 2026 in multiple neighborhoods of Keelung City's Qidu District and New Taipei City's Xizhi District.
Did Marvell make a big mistake with its US$100 billion-plus acquisition of Lumentum? Market worries about a repeat of the dot-com bubble M&A wave
Published ・ Source Taiwan | 鉅亨網
Marvell announced an all-stock acquisition of Lumentum valued at about US$115 billion, betting on growing demand for high-speed optical communications in AI data centers. The market is concerned about excessive valuation and integration risks, and both stocks fell sharply. The deal is expected to close in the first half of 2028, with Marvell shareholders holding about two-thirds of the combined company.
OpenAI recruits former U.S. Army Secretary! Driscoll to serve as national security adviser, advancing AI defense applications
Published ・ Source Taiwan | 鉅亨網
OpenAI announced the appointment of former U.S. Army Secretary Driscoll as senior adviser for national security modernization, to advance AI applications in defense and cybersecurity as well as the development of democratic AI. The move shows OpenAI is actively deepening its cooperation with government and security agencies.
Facts
On Monday (the 2nd), OpenAI announced that it had recruited former U.S. Army Secretary Driscoll to join the company.
Driscoll's new title is "Senior Adviser for National Security Modernization."
Driscoll will help OpenAI explore applications of advanced artificial intelligence technology in national security and cybersecurity.
Driscoll had a months-long tense relationship with Defense Secretary Hegseth.
Driscoll was assigned by President Trump to take part in Russia-Ukraine negotiations.
Just after Trump said the U.S. and Iran had not fought for months! U.S. forces reportedly raid strategic island by Iran's Strait of Hormuz
Published ・ Source Taiwan | 鉅亨網
The U.S. military conducted an airstrike on Iran's Qeshm Island on Monday in response to Iranian fire, with the U.S. stressing it was a defensive action and does not signal escalation of the conflict. Meanwhile, senior Trump administration officials expressed willingness to resolve differences through negotiation, seeking to downplay the risk of full-scale war.
Facts
U.S. officials told the Wall Street Journal that the U.S. military attacked Iran's Qeshm Island on Monday.
Iranian news agencies reported five explosions on Qeshm Island, with residents seeing two aircraft fly overhead.
The U.S. characterized the attack as a defensive action in response to Iran firing on a U.S. military aircraft.
Vice President Vance said U.S.-Iran negotiations have made good progress and he is optimistic about reaching a negotiated settlement.
Qeshm Island is the largest island in the Persian Gulf, adjacent to the Strait of Hormuz.
花旗 admits mistake and pulls long bets! AI earnings fall short of the high bar; cloud giants and growth stocks fall out of favor
Published ・ Source Taiwan | 鉅亨網
花旗 strategist Stuart Kaiser withdrew his bullish stance on hyperscale cloud providers and growth stocks as tech earnings fell short of expectations, with funds shifting to value stocks.
Facts
花旗 strategist announced the withdrawal of the bullish stance on hyperscale cloud providers and growth stocks
花旗's tactical growth stock basket lagged its value stock basket by 4.1 percentage points last week
The S&P 500 index fell about 1.9% in October, with hyperscale cloud providers underperforming the broader market by 8.7 percentage points
花旗 continues to view AI applications in healthcare as the best choice for seeking growth opportunities
花旗's head of equity trading strategy is Stuart Kaiser
PIMCO CEO warns: AI financing could reach US$10 trillion within five years and ultimately will be "excessive"
Published ・ Source Taiwan | 鉅亨網
PIMCO CEO Emmanuel Roman warned that AI financing could reach US$10 trillion within five years and trigger excess risk, while 黑石集團 President Jon Gray is optimistic about the productivity gains AI brings.
Facts
PIMCO CEO Emmanuel Roman warned that AI-related financing could balloon to about US$10 trillion over the next five years.
Over the next five years, the AI industry will generate about US$2 trillion per year in capital expenditure financing needs.
The overall U.S. bond market is currently about US$12 trillion in size.
Roman likened it to an ebb tide that will sooner or later come, at which point something will go wrong somewhere.
黑石集團 President Jon Gray said the current skeptical voices may be beneficial.
Gold prices plunge, big gold bangles sell hot again; offline counters in China swarmed by customers
Published ・ Source Taiwan | 鉅亨網
China's gold prices have recently pulled back sharply, with the domestic base gold price falling below 860 yuan/gram, sparking a rush at offline gold shops. Gold shops in places such as Shijiazhuang have seen a surge in foot traffic, as consumers take advantage of the dip to buy heavy gold jewelry, releasing pent-up essential demand in the market.
Facts
China's domestic base gold price fell below RMB 860/gram on Oct. 30, a drop of more than 400 yuan per gram from this year's high.
International spot gold fell as low as US$3,869.96/ounce, a new low since early October 2025.
On Nov. 1, the gold counter at an offline jewelry mall in Shijiazhuang was crowded with consumers, and within a few dozen minutes at least three pairs of consumers bought gold bangles of around 30g and 40g.
On Nov. 1, a brand counter in Shijiazhuang priced gold at 955 yuan/gram and traditional-craft plain bands at 975 yuan/gram, lower than the prices at brand-name gold shops.
The 2026 China Gold Jewelry Retail Trends Insights report released by 世界黃金協會 shows that 44% of retailers said customers buy gold jewelry for the purpose of "pleasing themselves."
U.S. military strikes Iran's Qeshm Island! Trump talks peace while continuing military attacks
Published ・ Source Taiwan | 鉅亨網
The U.S. military launched an attack on Iran's Qeshm Island, a move that contradicts President Trump's calls for peace ahead of the midterm elections. The U.S. has continued undisclosed small-scale military strikes, while Iranian media reported multiple explosions on the island.
Facts
The U.S. military attacked Iran's Qeshm Island on Monday (the 2nd).
The U.S. government has not publicly disclosed the small-scale military strikes on Iran over the past few weeks.
Qeshm Island is located at the entrance to the Strait of Hormuz and has a large underground missile facility and a desalination plant.
Trump called for no attacks on Iran before the U.S. midterm elections on Nov. 3.
Rising fuel prices have fueled growing voter discontent, threatening Republican seats in Congress.
〈Stock in Focus〉Funds flow into biotech stocks; 藥華藥's global MPN market footprint gradually takes shape, shares rise more than half the daily limit
Published ・ Source Taiwan | 鉅亨網
Thanks to approvals for its new drug Ropeg for MPN-related indications in multiple regions worldwide, 藥華藥's shares surged against the market today by more than half the daily limit, showing strong momentum.
Facts
藥華藥 (6446-TW) shares jumped more than half the daily limit today, reaching a high of NT$1250.
藥華藥's new drug Ropeg has been approved in about 50 countries worldwide for treating adult polycythemia vera (PV).
In August, 藥華藥 obtained ET approvals from Japan's Ministry of Health, Labour and Welfare and the U.S. FDA.
In June 2024, China's drug regulator approved Ropeg for treating specific adult PV patients.
《Value Investing Latest Industry Research Report》文曄 (3036-TW) Posts Record Revenue Ahead of Investor Conference, With Data Center and Europe-US Businesses Taking the Baton
Published ・ Source Taiwan | 鉅亨網
文曄 (3036-TW) posted record revenue for September and the third quarter, mainly benefiting from demand for data center components and a recovery in its Europe and US businesses. It will hold an investor conference on November 5 to explain its subsequent growth drivers.
Facts
September revenue was about NT$215.9 billion, and third-quarter revenue totaled about NT$597.3 billion, up about 82% from a year earlier.
Revenue increased month by month from July to September, and actual shipments have pushed performance higher.
In September, the company completed pricing of its overseas fundraising, with uses of funds including purchasing materials in foreign currencies and repaying part of its bank borrowings.
Gross Margin Alarm! 蘋果 CEO Ternus Admits Personally: Memory Price Hikes Are an "Unprecedented Disaster" and Costs Are Expected to Rise Further
Published ・ Source Taiwan | 鉅亨網
蘋果 reported its fiscal 2026 Q4 results, with revenue and net income both at record highs, but new CEO Ternus warned that memory price hikes are an unprecedented disaster. To cope with cost pressure, 蘋果 will raise the price of the iPhone 18 Pro and increase purchase commitments, and gross margin is expected to decline next quarter.
Facts
蘋果's single-quarter revenue for the fourth quarter of fiscal 2026 was $114.5 billion, up 12% year over year.
In the first quarter of this year, DRAM contract prices jumped 93%-98% quarter over quarter, and rose another 58%-63% in the second quarter.
蘋果 increased its manufacturing purchase commitments by $33 billion between June and September.
The starting prices of the iPhone 18 Pro and Pro Max were each raised by $100.
蘋果's gross margin guidance for next quarter is 45%-46%.
〈Analysis〉Oil Prices Fall First, but Refining Margins May Not Follow: How to View Energy Stocks Under Peace Expectations?
Published ・ Source Taiwan | 鉅亨網
US-Iran peace negotiations and military action are intertwined. Oil prices have fallen on peace expectations, but refining margins remain elevated because of tight supply, and the market remains wary of supply risks.
Facts
On November 2, US forces struck Qeshm Island, Iran's largest island, in an effort to stop Iran from attacking merchant ships in the Strait of Hormuz.
In early Asian trading on November 3, Brent crude rebounded 0.5% to $105.25 per barrel, and West Texas crude rose 0.5% to $96.93.
The US diesel crack spread closed at $62.84 per barrel on June 25, a three-week high at the time.
On August 17, the US diesel crack spread rose to $102.20 per barrel, breaking above $100 for the first time in history.
Goldman Sachs raised its December Brent crude price forecast from $90 per barrel to $105.
Graphics Cards Brake Sharply After 11 Straight Gains; Huaqiangbei Merchants Can't Make Sense of It and Dare Not Stockpile
Published ・ Source Taiwan | 鉅亨網
After graphics card prices in Huaqiangbei rose for 11 consecutive days in late October, they began to fall sharply on October 28, with the lowest prices dropping by about 4,500 yuan in a single day. Prices swung violently, and merchants are confused by the market and dare not stockpile.
Facts
Huaqiangbei merchants are confused by this round of price moves, saying they "can't make sense of it" and that it is "surreal," and they dare not stockpile.
Graphics card prices will remain high over the next 2 years, because China's domestic substitution is progressing slowly and AI demand is growing steadily.
Hedge Fund Giant Elliott Warns: Market Closely Resembles the Period Before the Great Depression, Bear Market Alarms Sounding Across the Board
Published ・ Source Taiwan | 鉅亨網
Hedge fund Elliott warns that the market resembles the period before the Great Depression, with AI risks and speculative activity setting off bear market alarms. The firm has shifted to a defensive strategy, holding cash while waiting for a market correction, and has lagged the broader market this year.
Facts
Hedge fund Elliott投資管理公司 warns that the current market resembles the eve of the Great Depression in 1929, with bear market warning signals lighting up across the board.
Elliott points to three major risks in the AI industry: circular investment, debt-financed capital spending expansion, and an anti-AI social movement.
Elliott co-CEOs Singh and Jonathan Pollock said the firm has shifted to a defensive strategy, with capital preservation as the top priority.
Elliott's cumulative gain over the first 9 months of this year was slightly below 2%, trailing the S&P 500's return of about 13%.
Elliott is bullish on activist investing opportunities in the healthcare sector, energy assets, and forced asset sales after imbalances in the credit market.
〈Real Estate〉Taipei Housing Center Announces Call for Investors for Public Urban Renewal Project at Linyi Yinghua in Prime "Egg Yolk" District
Published ・ Source Taiwan | 鉅亨網
台北市住宅及都市更新中心 announced a call for investors for the Linyi Yinghua public urban renewal project. The site is located in the core business district of Zhongzheng District, covers 378.73 ping, and has buildings more than 50 years old. Plans call for a mixed residential and commercial complex of 14 and 11 floors above ground, which is expected to drive more than NT$1.237 billion in private investment, and about 26 happy housing units are planned.
Facts
台北市住宅及都市更新中心 formally announced on the 3rd the call for investors for the "Public Urban Renewal Project for 8 Parcels Including Lot 301, Section 1, Linyi Section, Zhongzheng District, Taipei City" (Linyi Yinghua).
The Linyi Yinghua project site covers 378.73 ping and is surrounded by major financial companies and large-scale developments, making it a core business district where land is hard to come by.
More than 50% of the land within the site is owned by 台北市政府, and it currently holds 2 four-story buildings and 1 one-story building, all more than 50 years old.
The proportion of private landowners who have expressed willingness to participate has reached 92.31%, and on July 24, 2026, the Taipei City Government approved 台北市住宅及都市更新中心 as the implementer.
After renewal, a mixed residential and commercial complex of two buildings is planned, with 14 and 11 floors above ground and 4 floors underground, with total floor area of more than 2597.41 ping.
The project is expected to drive more than NT$1.237 billion in private investment and create about NT$3.151 billion in real estate value.
In response to the "Taipei City Happy Housing" policy, about 26 happy housing units are planned to be returned from the city-owned land after renewal and donated.
Adjacent to the site are 82 households on a total of 14 private lots (about 710.88 ping) that are not included in the renewal area, and efforts to integrate neighboring land will continue after the call for investors succeeds.
英特爾 Outlook Throws Cold Water; AMD Earnings Take the Baton! Is the Momentum in AI Chips Still There?
Published ・ Source Taiwan | 鉅亨網
AMD is about to report its third-quarter earnings, and the market is focused on demand for AI chips. Rival 英特爾 saw its stock plunge on a weak outlook, reflecting a decline in the PC market. Although AMD's data center business is strong, its gaming segment may decline sharply due to supply chain and pricing factors.
Facts
英特爾's fourth-quarter revenue forecast came in below analyst expectations, causing its stock to plunge nearly 29%.
AMD's third-quarter earnings per share are estimated at $1.97, with revenue estimated at $13 billion.
AMD's third-quarter data center segment revenue is estimated to grow 88% from a year earlier.
AMD's third-quarter gaming segment revenue is estimated to fall 49%.
At the opening of 2026 Taiwan Week on the 3rd, Financial Supervisory Commission Chairman Peng Jin-lung announced strong growth in Taiwan's capital markets: Taiwan stock market capitalization has topped NT$158 trillion and financial assets under management have increased by NT$12 trillion, showing that Taiwan is moving from a tech island toward a capital island.
Facts
Total market capitalization of Taiwan stocks grew sharply from NT$98 trillion last year to NT$158 trillion, an increase of more than 61%.
Overall financial assets under management increased by NT$12 trillion, growth of as much as 33%.
Taiwan's ETF market has reached NT$11.6 trillion, firmly holding its position as the third-largest market in Asia-Pacific.
62 financial institutions have already moved into the Kaohsiung Asset Management Zone.
The number of TISA accounts opened in the first phase has reached 285,400.
The Taiwan Stock Exchange weighted index jumped from 28,000 points at the end of October 2025 to 45,000 points at the end of October this year.
5 new private banking operations have been established, with assets increasing by NT$1.47 trillion.
Raymond James upgrades Lumentum to "Strong Buy"! Price target as high as 1328 US dollars
Published ・ Source Taiwan | 鉅亨網
Raymond James upgraded Lumentum to "Strong Buy" on its optimism about Lumentum's better-than-expected earnings and the potential of its merger with Marvell, with a price target as high as 1,328 US dollars.
Facts
Raymond James upgraded its rating on Lumentum from "Outperform" to "Strong Buy" and raised its price target from $1,036 to $1,328.
Lumentum and 邁威爾科技 agreed to merge in an all-stock transaction, with an exchange ratio of 4.5 shares of 邁威爾科技 for each Lumentum share.
Lumentum's revenue for the first quarter of fiscal year 2027 reached $1.26 billion, with earnings per share of $4.57, exceeding its guidance range.
Raymond James estimates that without the acquisition, Lumentum's stock price on a standalone basis should reach $1,128 per share.
Stifel downgraded its rating on Lumentum from "Buy" to "Hold" after the merger was announced.
Silver falls below its 200-day moving average, presenting "one of the best buying opportunities" since 2020
Published ・ Source Taiwan | 鉅亨網
Silver is priced 29% below its 200-day moving average. Azuria Capital founder Tavi Costa calls it one of the best long-term buying opportunities, and Bank of America forecasts a supply gap in 2027.
Facts
Original白銀今年自歷史高點重挫近六成，目前價格較200日均線低約29%。
Azuria Capital founder Tavi Costa believes that over an investment horizon of 12 to 24 months, now may be one of the best buying opportunities of this cycle.
Michael Widmer, commodities strategist at 美國銀行, forecasts that average silver prices will rise to 75 US dollars per ounce in the second and third quarters of 2027.
A hyperscale data center uses about 708,000 ounces of silver per GW of capacity, more than double the roughly 318,000 ounces used by a traditional enterprise data center.
Bank of America estimates the silver market has a supply surplus of about 910 metric tons this year.
US midterm elections begin! Trump's approval rating just 32%, near historic low; Democrats lead in congressional race
Published ・ Source Taiwan | 鉅亨網
The US holds midterm elections on Nov. 3. A Reuters/Ipsos poll shows Trump's approval rating at just 32%, close to a historic low, with Democrats leading Republicans 46% to 38% in the congressional voting intention survey. Cost of living is the issue voters care about most, independent voters are mostly voting against Trump, and the results will affect control of Congress and Trump's room to govern for the next two years.
Facts
The US holds midterm elections on Nov. 3, with all 435 seats in the House of Representatives and 35 of the 100 Senate seats up for election.
A Reuters/Ipsos poll shows Trump's approval rating at just 32%, remaining near the lowest point of his term.
Democrats lead Republicans 46% to 38% in the congressional voting intention survey, a gap of 8 percentage points.
About 78% of respondents said rising cost of living is very important or the most important factor in their voting decision.
Among registered independent voters, 50% said they are voting this time to oppose Trump.
As of Oct. 31, a record 50 million people have already voted early.
Five explosions occur before dawn on Iran's largest island; US officials say US forces attacked Qeshm Island
Published ・ Source Taiwan | 鉅亨網
According to The Wall Street Journal, US forces launched an attack on Iran's Qeshm Island on the 2nd, and multiple explosions subsequently occurred on the island. The US side described it as a limited defensive strike aimed at protecting merchant ships in the Strait of Hormuz, but deliberately kept a low profile to maintain strategic ambiguity.
Facts
US officials said US forces launched an attack on Qeshm Island, Iran's largest island, on the 2nd.
Five consecutive explosions occurred on Qeshm Island before dawn on the 3rd.
US officials said US forces have been carrying out small-scale attacks on Iran for weeks.
Some US officials said the attacks were aimed at stopping Iran from attacking merchant ships in the Strait of Hormuz.
The US side intends to keep a low profile to avoid sending a signal of resuming large-scale military operations.
〈Stock in Focus〉91APP*-KY hacked, with nearly 4.8 million people possibly affected; shares keep breaking lows
Published ・ Source Taiwan | 鉅亨網
91APP*-KY had its order database breached by hackers, involving the leak of data on nearly 4.8 million consumers, and its share price hit another record low. The company has confirmed the attack has been blocked and will proactively notify affected users.
Facts
91APP*-KY (6741-TW) was recently hacked in its orders, and its share price has kept breaking lows, hitting an intraday low of 45.6 yuan today (3rd), another record low.
The attacker used ARTEX automated attacks through a third-party tool of 91APP to enter the internal network and then breach the order database.
The scope of the breach is determined to be online orders placed between April 4, 2025 and October 14, 2026.
The incident involves 1329 brands and as many as 4798255 consumers.
The data that may have been accessed includes names, phone numbers, delivery addresses, email addresses and order records.
The regulator, the Ministry of Digital Affairs' Administration for Digital Industries, has completed an on-site administrative inspection and confirmed that the attack has been fully blocked.
91APP said that starting Nov. 2, after obtaining brand authorization, it will proactively notify every affected consumer by email and text message.
〈Stock in Focus〉長榮航 optimistic on second-half earnings, defies market weakness to hit 3-month high
Published ・ Source Taiwan | 鉅亨網
Supported by strong passenger and cargo demand and high fares, 長榮航 has an optimistic second-half earnings outlook, and its share price rose against the market to a 3-month high. Analysts estimate that the earnings trough has passed, and strong cargo demand is expected to continue into next year.
Facts
Benefiting from strong passenger and cargo demand, 長榮航 shares rose more than 2% to a 3-month high.
Analysts estimate that 長榮航's earnings trough fell in the second quarter.
The high oil price environment has made high fares more acceptable than expected, and ticket prices are likely to rise year over year.
Urgent orders for AI server-related electronic components and semiconductor equipment are driving cargo growth.
長汎假期 is offering travel deals to Japan, Southeast Asia, Europe and India at the ITF travel fair.
Lumentum shares fell 18.6%, and Marvell shares dropped 12.7%, marking their worst three-day losing streak since October 2000.
Since the negotiations were disclosed, Marvell shares have fallen more than 30% cumulatively, significantly shrinking the actual value of the deal.
The original exchange ratio was 4.5 Marvell common shares for each Lumentum share, with an original premium of about 23.9%, which has now nearly disappeared.
The two sides estimate that the combined company can generate more than 1 billion US dollars in annual cost synergies.
The deal is expected to be completed only in the first half of 2028, mainly due to regulatory review.
Earlier this year, 輝達 invested 2 billion US dollars in Lumentum and plans to collaborate in the field of photonics technology.
China's central bank raises the foreign exchange reserve requirement ratio to 6%! Onshore and offshore yuan plunge on the news, both falling more than 0.22% against the US dollar
Published ・ Source Taiwan | 鉅亨網
China's central bank announced that starting Nov. 15, it will raise the foreign exchange deposit reserve requirement ratio from 4% to 6% to strengthen liquidity management. The move caused the yuan to depreciate by about 0.22% against the US dollar on an average-price basis that day, aiming to ease appreciation pressure and maintain exchange rate stability.
Facts
China's central bank will raise the foreign exchange deposit reserve requirement ratio for financial institutions by 2 percentage points starting Nov. 15 this year.
The foreign exchange deposit reserve requirement ratio will be raised from the current 4% to 6%.
As of 9:35 a.m. that day, the onshore yuan was quoted at 6.6632 against the US dollar, down 0.23% on the day.
The offshore yuan was quoted at 6.6617, down 0.22% on the day.
The offshore yuan has strengthened by about 4.5% against the US dollar so far this year.
Today the yuan's central parity rate against the US dollar was set weaker by 4 basis points, at 6.715.
Whether Warsh Is a Hawk or Dove May Not Be the Point? Behind the Fed's Pause on Rate Hikes, "Long-Term Bond Yields" Are the Key
Published ・ Source Taiwan | 鉅亨網
The Fed's pause on rate hikes in October has sparked debate on Wall Street over Chair Warsh's stance. PIMCO and 丹斯克銀行 believe it was meant to observe the effects of tightening financial conditions and expect further hikes, while economist Brooks argues that stabilizing long-term US Treasury yields may be the more critical policy consideration.
Facts
On Oct. 28, the Fed voted 10 to 2 to keep the federal funds rate target range at 3.75%–4.00%.
The policy statement upgraded its description of economic activity from "solid" expansion in September to "strong" expansion.
The emergency alert apps of both Russia and Ukraine were hacked when the ceasefire ended, issuing false nuclear and radiation alerts respectively, with each side blaming the other as the source of the attack.
Facts
Russia's Ministry of Emergency Situations said its emergency warning app suffered a large-scale cyberattack, with hackers publishing false information.
Ukraine's alert system was breached, pushing out unfounded radiation threat alerts.
Ukraine's air raid alert app published false information showing that Russia's "Oreshnik" hypersonic missile had been deployed.
The Ukrainian Air Force confirmed the app was hacked and denied the existence of any radiation threat.
[Taiwan Stocks Open] Electronics Heavyweights Lead Declines, Dropping Over 700 Points at One Point; Traditional Industry and Cybersecurity Stocks Buck the Trend
Published ・ Source Taiwan | 鉅亨網
Amid a wait-and-see mood over the US midterm elections, Taiwan stocks plunged 768 points at one point at the open, with semiconductor stocks weak. However, traditional industry and cybersecurity stocks performed strongly against the trend, and institutional investors suggest watching themes such as cybersecurity and low-orbit satellites for buy-on-dips opportunities.
Facts
Taiwan stocks opened sharply lower today (3rd), falling 768 points at one point; provisional midday figure 44395 points, down 534 points or 1.19%
英特爾(INTC-US) shares plunged 8.8%
TSMC ADR fell 1.85% in sympathy
Glass and ceramics stock 台玻(1802-TW) surged more than 9% against the trend
The Philadelphia Semiconductor Index plunged 360.47 points or 3.37%, closing at 1,0328.33 points
Cybersecurity stocks including Lanxin Information and Chengxi Information hit limit-up
Refrigerators switched to defrost mode: supermarket systems in several European countries hit by hackers ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Supermarket systems in several European countries were hacked, with refrigerators remotely switched to defrost mode, causing large amounts of food to spoil, affecting countries including Sweden, Belgium, Luxembourg and Ireland.
Attack on village in southeastern Ukraine leaves 26 dead; Zelensky accuses Russia of attacking humanitarian aid school ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
An attack on Komyshuvakha village in Zaporizhzhia Oblast in southeastern Ukraine left 26 dead, and Zelensky accused Russian forces of attacking a humanitarian aid school; after the partial ceasefire ended, hundreds of residents have been evacuated from a small town in Kherson.
On the eve of the U.S. midterm elections, Trump holds final rally in front of the Reflecting Pool ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
On the eve of the U.S. midterm elections, President Trump held a final rally in front of the Reflecting Pool at the Lincoln Memorial in Washington, sharply criticizing the Democratic Party and promoting his administration's construction projects. Meanwhile, a lawsuit has arisen in Alaska over a dispute involving candidates with the same name, and the Trump administration has also appealed to the Supreme Court seeking to seize about 20,000 mail-in ballots in 加州.
Facts
spent 20 minutes
remained at a low of 32%
46% of respondents said they would vote for the Democratic Party
RMB 768 million settlement with 華映科技 may let 大同 reverse losses of around 10 billion ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
The boards of 大同 and 中國華映 resolved to reach a settlement of RMB 768 million, sharply reducing the RMB 3.029 billion in compensation originally owed. Because 大同 has already recognized losses of over 13.5 billion, it expects to reverse about NT$9.95 billion in gains.
[Statement] Elder Care Should Be Subsidized with Precision; Sustainability of 全民健保 Is Non-Negotiable. Amendment to Article 22 of the Senior Citizens Welfare Act Risks Worsening Intergenerational Inequity, Shaking the Financial Foundation of Health Insurance and Crowding Out Medical Resources; Dental Community Firmly Opposes
Published ・ Source Taiwan | 社團法人中華民國牙醫師公會全國聯合會
The 中華民國牙醫師公會全國聯合會 issued a statement opposing the amendment to Article 22 of the Senior Citizens Welfare Act, arguing that it may worsen intergenerational inequity, shake the financial foundation of 全民健保 and crowd out medical resources.
Is Less Oil Always Better? Dietitian: 3 Everyday Choices for an Anti-Inflammatory Diet With Balanced Fatty Acids - Heho健康
Published ・ Source Taiwan | Heho健康
The dietitian advises that rather than seeking the single best oil, it is more important to understand which fats you usually consume and your body's current fatty acid status.