# AI News 180m Report｜2026-11-03 12:00–15:00 JST｜Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 228 items from 7 sources; Japan, 67 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## [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: 2026-11-03T12:00:12+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000054.000120051.html
- anchor: #n3715689
- Companies mentioned: 合同会社firstfan、MAMIDORI、京都府庁、阪急うめだ本店、名古屋栄三越、楽天ふるさと納税、ふるなび、MAMIDORI公式オンラインショップ

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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000002.000135760.html
- anchor: #n3715708
- Companies mentioned: 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、mocapDB

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.

Facts:
- Since the service launched in Feb. 2024
- 50 universities and vocational schools nationwide

## Shoe brand "YELLO" to hold a limited-time EXHIBITION & PRE-ORDER EVENT in Seongsu, Seoul, South Korea

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000005.000171856.html
- anchor: #n3715707
- Companies mentioned: 株式会社TOLMEKIA、株式会社トルメキア、YELLO

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.

Facts:
- 2026-27 F/W COLLECTION
- 3rd time
- Nov. 9, 2026
- Nov. 15
- 11:00〜21:00

## "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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000009.000185925.html
- anchor: #n3715706
- Companies mentioned: びんご福山デニックス、株式会社福山デニックス、福山シティFC、株式会社松原組、広島東洋カープ、サンフレッチェ広島、広島ドラゴンフライズ

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.

Facts:
- Sunday, Nov. 1, 2026
- Friday, Dec. 31, 2027
- W3,800mm × H1,000mm
- about 4,000 people

## Tani donates autumn and winter wear to child-rearing families and children's cafeteria staff in Onagawa Town, Miyagi Prefecture

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000024.000040311.html
- anchor: #n3715705
- Companies mentioned: 株式会社TANI JAPAN、Tani、認定NPO法人カタリバ

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.

Facts:
- over about 3 weeks
- From Sept. 17, 2026
- 10月末から11月初旬に
- Activities began: Dec. 2024
- 開催頻度：月1回
- Last Thursday of every month
- 17:00〜19:00
- Publication date: Nov. 3, 2026

## Generative AI's pick for "marriage agency": No. 1 is IBJメンバーズ (mention rate 99.4%) [Oct. 2026 survey]

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000025.000155520.html
- anchor: #n3715704
- Companies mentioned: 株式会社ブランディングワークス、IBJメンバーズ、ChatGPT、Gemini、スマリッジ、パートナーエージェント、サンマリエ、ツヴァイ、オーネット、エン婚活エージェント、naco-do、ゼクシィ縁結びエージェント、RINGBELL、life.oricon.co.jp、my-best.com、mwed.jp、oricon.co.jp、marri-marri.jp

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.

Facts:
- Mention rate 99.4%
- Average appearance rank 1.3
- Citation share 22.3%
- Mention rate 54.2%
- 38.9%
- +15.3pt
- Valid responses: 168
- 15,000 yen per month

## ゴムマリ's business AI agent begins offering "Excel Ledger Database Conversion"

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000029.000185093.html
- anchor: #n3715703
- Companies mentioned: ゴムマリ株式会社、経済産業研究所、Helpfeel

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.

Facts:
- Begins from Nov. 3, 2026
- From 500,000 yen initial build
- Operation from 50,000 yen per month
- Period: from 4 weeks

## 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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000034.000184560.html
- anchor: #n3715702
- Companies mentioned: 株式会社陽吉グループ、陽吉、ロレックス、ROLEX、パテック フィリップ、PATEK PHILIPPE、オーデマ ピゲ、AUDEMARS PIGUET、リシャール ミル、RICHARD MILLE、ヴァシュロン コンスタンタン、VACHERON CONSTANTIN、ウブロ、ブレゲ、カルティエ、ジャガー・ルクルト、A.ランゲ＆ゾーネ、エルメス

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.

Facts:
- about 6 billion yen in total
- Capital: 50,000,000 yen

## 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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000059.000153712.html
- anchor: #n3715701
- Companies mentioned: Zept株式会社、縁つなぎバンク

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.

Facts:
- Thursday, Oct. 1, 2026
- 23:30〜24:00
- From Oct. 23

## Liyuu, active as an artist, voice actress and cosplayer, holds her first Halloween event! Announces CD release and birthday event next year!!!

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000078.000118872.html
- anchor: #n3715700
- Companies mentioned: 株式会社ホリプロインターナショナル、アニメイト、AKIHABARAゲーマーズ本店、bilibili、Lantis

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
- Saturday, Jan. 16, 2027
- Wednesday, Feb. 24, 2027
- Price: ¥8,250 (tax included)

## Online lottery "Anime 'Black Jack' Raffle Kuji" using valuable anime illustrations to go on sale! Many raffle-exclusive prizes to appear

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000130.000034081.html
- anchor: #n3715699
- Companies mentioned: フォッグ株式会社、手塚プロダクション、読売テレビ

フォッグ株式会社は、アニメ『ブラック・ジャック』のイラストを使用したオンラインくじ「アニメ『ブラック・ジャック』ラッフルくじ」をプラットフォーム「RAFFLE」にて発売する。販売期間は2026年11月3日から12月3日までで、価格は1回770円（税込）。景品にはアクリルスタンドやパブミラーなどが含まれる。

Facts:
- 1回 770円（税込）
- First draw 660 yen (tax included)
- After the first, every 10 draws
- Sales period: Tuesday, Nov. 3, 2026, from 12:00
- Thursday, Dec. 3, 2026, 23:59

## 【埼玉県・大宮発】《うっどーん！》埼玉うどん子TV『倫さん』と行く！冬の味覚バスツアーの申込受付（抽選）が開始されました。

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000238.000047262.html
- anchor: #n3715698
- Companies mentioned: 一般社団法人埼玉県物産観光協会、株式会社読売旅行、埼玉うどん子TV、釜屋、麵屋忠兵衛、道の駅おかべ、jazz-works.co.jp

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

## 【ブロンコビリー】5,000円分のクーポン+限定アイテム4点！ さらに何が当たるかお楽しみの「うんめぇ〜ラッキーカード」も！ 『福袋2027』を2027年1月2日(土)から数量限定で発売

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000242.000027084.html
- anchor: #n3715697
- Companies mentioned: 株式会社ブロンコビリー、ステーキハウス ブロンコビリー、ブロンコビリー

株式会社ブロンコビリーは、2027年1月2日より『福袋2027』を数量限定で発売する。価格は5,000円で、特別クーポン5,000円分と限定アイテム4点（陶器プレート、クッション、トートバッグ、シール）、ラッキーカードがセットになっている。

Facts:
- 5,000 yen
- 148 stores nationwide
- Saturday, Jan. 2, 2027
- 4 limited items
- 1,000 yen discount coupon

## Nov. 13 at Kamikuwama Public Hall: "Guitar Song Festival" to enjoy nostalgic classics

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000348.000084326.html
- anchor: #n3715696
- Companies mentioned: 株式会社ベルコ、株式会社ベルコ 淡路島支社、yzstage代理店

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.

Facts:
- Nov. 13, 2026
- 1990
- 10:00
- 10:30
- 0799-22-5177

## 9th anniversary "Knives Out" prints on sale at ローソン nationwide! In-store broadcast by Monaki for a limited time, too!?

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000689.000071247.html
- anchor: #n3715695
- Companies mentioned: NetEase Games、ローソン、eプリントサービス、NetEase, Inc.

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

## Yohji Yamamoto to hold 2026-27 fall/winter pop-up stores in succession starting Nov. 4 (Wed)

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000001145.000034350.html
- anchor: #n3715694
- Companies mentioned: Yohji Yamamoto、株式会社ヨウジヤマモト、伊勢丹新宿店、阪急うめだ本店、仙台三越店、ジェイアール京都伊勢丹店

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.

Facts:
- Nov. 4 (Wed)
- 4 stores
- ¥194,700 (tax included)
- ¥116,600 (tax included)
- ¥121,000 (tax included)
- 187,000 yen or more, tax included

## Seahorses Mikawa announces ticket sales overview for 2026-27 season games at IG Arena

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000001286.000097825.html
- anchor: #n3715693
- Companies mentioned: シーホース三河株式会社、りそなグループ、B.LEAGUE

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.

Facts:
- 2025-26 season

## 【フジテレビ】ありがとう、ちばてつや先生！特別編成 『漫道コバヤシ ちばてつや全仕事 永久保存版スペシャル』 12月６日（日）22時～23時（予定） フジテレビONE スポーツ・バラエティ

- Published: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000002238.000000084.html
- anchor: #n3715692
- Companies mentioned: 株式会社フジテレビジョン、フジテレビONE、J:COM

フジテレビONEは、レジェンド漫画家ちばてつやの逝去を受け、特別編成として『漫道コバヤシ ちばてつや全仕事 永久保存版スペシャル』を12月6日22時～23時に放送する。

Facts:
- Dec. 6 (Sun)
- 22時～23時（予定）
- More than 100 people in 14 years

## [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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000003132.000021078.html
- anchor: #n3715691
- Companies mentioned: TAC株式会社、ＴＡＣ株式会社

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.

Facts:
- Understand in 30 minutes!
- 11/4 (Wed)
- 11/8 (Sun)
- 20：00～
- 15：00～
- More than 100 people every year
- ~11/30 (Mon)
- 8,250 yen OFF
- Established: December 1980

## 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: 2026-11-03T12:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000004191.000064643.html
- anchor: #n3715690
- Companies mentioned: ABEMA、株式会社AbemaTV、AbemaTV,Inc.

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.

Facts:
- Nov. 2, 2026
- 9 p.m.
- #3

## [NEMU RESORT] "Premium Basque Cheesecake" born to commemorate the 60th anniversary of opening! On sale from Nov. 3

- Published: 2026-11-03T11:59:14+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000203.000042957.html
- anchor: #n3715615
- Companies mentioned: 伊勢志摩リゾートマネジメント株式会社、NEMU RESORT、鳥羽国際ホテル

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).

Facts:
- 60th anniversary of opening
- Nov. 3, 2026
- 4320 yen
- 86 guest rooms

## 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: 2026-11-03T11:50:56+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000010.000190620.html
- anchor: #n3715616
- Companies mentioned: 株式会社アメイジュ、湘南国際アカデミー、神奈川中央病院

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.

Facts:
- 5 campuses in Kanagawa Prefecture
- From November 2026
- In about 2 hours
- Capacity: 22 people
- General public: 500 yen (tax included)
- Capacity: 18 people
- General public: 1,000 yen (tax included)
- More than 44,000 graduates
- Opened in 2011
- Established: Dec. 10, 2008

## [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: 2026-11-03T11:50:32+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000013.000047051.html
- anchor: #n3715617
- Companies mentioned: 株式会社エム・ジェイホーム、ソーシャルインクルー株式会社

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.

Facts:
- 30-year master lease
- About 350 facilities nationwide
- More than 14,000 real estate owners nationwide
- Capital: 66,000,000 yen

## A new form of overseas relocation: "LOCAL AMBASSADOR PROJECT" opens Oct. 30, 2026

- Published: 2026-11-03T11:50:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000011.000174512.html
- anchor: #n3715618
- Companies mentioned: Misfits株式会社、株式会社RemoRemo、EXIT JACK、アジトトラベル

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.

Facts:
- Oct. 30, 2026
- 18 years old
- 19 years old
- 640,000 people
- 250 million times
- 2022

## Water Outage (New Taipei City)

- Published: 2026-11-03T13:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031200&info=20043771
- anchor: #n3715887
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T11:23:20
- Expiry time: 2026-11-03T16:00:00

## Water Outage (Tainan City)

- Published: 2026-11-03T13:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031200&info=20043772
- anchor: #n3715885
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 100mm broken pipe
- 2026-11-03T11:55:31
- 2026-11-03T14:00:00

## Water Outage (Taichung City)

- Published: 2026-11-03T13:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031200&info=20043773
- anchor: #n3715884
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 93, Heping Street
- Effective time: 2026-11-03T11:58:46
- Expiry time: 2026-11-03T15:00:00

## Water outage (Chiayi County)

- Published: 2026-11-03T12:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031150&info=20043769
- anchor: #n3715888
- Companies mentioned: 台灣自來水公司

台灣自來水公司 is implementing water outages on Nov. 3, 2026, due to water pipe repairs in Sanhe Village and Pinglin Village, Dalin Township, Chiayi County.

Facts:
- No. 163, Section 2, Zhongxing Road
- Effective time: 2026-11-03T11:20:29
- Expiry time: 2026-11-03T13:00:00

## Water outage (Yunlin County)

- Published: 2026-11-03T12:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031150&info=20043770
- anchor: #n3715886
- Companies mentioned: 台灣自來水公司

Due to repairs of a leaking 150mm PVC pipe next to No. 103, Hongdao Road, Dongren Village, Huwei Township, Yunlin County, will have water outages.

Facts:
- 150mmPVCP
- Effective time: 2026-11-03T11:44:15
- Expiry time: 2026-11-03T17:00:00

## Water outage (Kaohsiung City)

- Published: 2026-11-03T12:40:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031140&info=20043768
- anchor: #n3715891
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T10:48:30
- Expiry time: 2026-11-03T15:00:00

## Water outage (Yilan County)

- Published: 2026-11-03T12:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031120&info=20043764
- anchor: #n3715889
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 200mmPVCP

## Water outage (Taoyuan City, New Taipei City)

- Published: 2026-11-03T12:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031110&info=20043763
- anchor: #n3715912
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:53:54
- Expiry time: 2026-11-03T17:00:00

## Water Outage (Tainan City)

- Published: 2026-11-03T12:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031100&info=20043762
- anchor: #n3715890
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 100mm
- 2026-11-03T10:51:36
- 2026-11-03T14:00:00

## Strong wind advisory for land areas (yellow alert) (Pingtung County, Taoyuan City, Penghu County)

- Published: 2026-11-03T11:54:24+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_strong-wind_202611031054001&info=20043761
- anchor: #n3715892
- Companies mentioned: 中央氣象署

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.

Facts:
- Average winds of scale 6 or above
- Gusts of scale 8 or above

## Heavy rain advisory (Yilan County, Hualien County, Taitung County)

- Published: 2026-11-03T11:42:27+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=CWA-Weather_extremely-rain_202611031042001&info=20043757
- anchor: #n3715893
- Companies mentioned: 中央氣象署

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.

Facts:
- Today (3rd)
- Effective time: 2026-11-03T10:35:00
- Expiry time: 2026-11-03T23:00:00

## Water outage (Kaohsiung City)

- Published: 2026-11-03T11:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031020&info=20043753
- anchor: #n3715898
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T10:15:03
- Expiry time: 2026-11-03T14:00:00

## Water Outage (Taoyuan City)

- Published: 2026-11-03T11:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031020&info=20043754
- anchor: #n3715897
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 150mmPVCP
- Effective time: 2026-11-03T10:16:41
- Expiry time: 2026-11-03T16:00:00

## Water Outage (Nantou County)

- Published: 2026-11-03T11:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031020&info=20043752
- anchor: #n3715896
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T10:18:18
- Expiry time: 2026-11-04T17:00:00

## Water Outage (Tainan City)

- Published: 2026-11-03T11:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031020&info=20043756
- anchor: #n3715894
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Lane 87, Changxing Road
- 100mm broken pipe
- Effective time: 2026-11-03T10:19:07
- Expiry time: 2026-11-03T14:30:00

## Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)

- Published: 2026-11-03T11:18:40+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261103101840_0001&info=20043751
- anchor: #n3715895
- Companies mentioned: 水利署

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.

Facts:
- Effective time: 2026-11-03T10:18:40
- Expiry time: 2026-11-03T13:19:00

## Water Outage (Taichung City)

- Published: 2026-11-03T11:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031010&info=20043750
- anchor: #n3715900
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T10:07:34
- Expiry time: 2026-11-03T15:00:00

## Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)

- Published: 2026-11-03T11:08:40+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261103100840_0001&info=20043749
- anchor: #n3715899
- Companies mentioned: 水利署

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.

Facts:
- Effective time: 2026-11-03T10:08:40
- Expiry time: 2026-11-03T13:09:00

## Water Outage (Tainan City)

- Published: 2026-11-03T11:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031000&info=20043747
- anchor: #n3715914
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:47:19
- Expiry time: 2026-11-04T17:00:00

## Water Outage (Hsinchu City)

- Published: 2026-11-03T11:00:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611031000&info=20043748
- anchor: #n3715901
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Lane 386, Gaofeng Road
- Effective time: 2026-11-03T09:55:44
- Expiry time: 2026-11-03T14:00:00

## Water Outage (Penghu County)

- Published: 2026-11-03T10:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030950&info=20043743
- anchor: #n3715906
- Companies mentioned: 台灣自來水公司

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.

## Water Outage (Pingtung County, Kaohsiung City)

- Published: 2026-11-03T10:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030950&info=20043744
- anchor: #n3715904
- Companies mentioned: 台灣自來水公司

Due to pipeline replacement work, 台灣自來水公司 will cut water in parts of Pingtung County and Kaohsiung City on Nov. 3 and 4, 2026.

Facts:
- Effective time: 2026-11-03T09:43:00
- Expiry time: 2026-11-04T17:00:00

## Water Outage (New Taipei City)

- Published: 2026-11-03T10:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030950&info=20043745
- anchor: #n3715903
- Companies mentioned: 台灣自來水公司

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.

Facts:
- No. 8, Zhongwu Street
- Effective time: 2026-11-03T09:44:51
- Expiry time: 2026-11-03T13:30:00

## Water Outage (Hualien County)

- Published: 2026-11-03T10:50:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030950&info=20043746
- anchor: #n3715902
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T09:49:21
- Expiry time: 2026-11-03T14:00:00

## Water Outage (Miaoli County)

- Published: 2026-11-03T10:40:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030940&info=20043741
- anchor: #n3715910
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 2026-11-03T08:59:06
- 2026-11-03T16:00:00

## Water Outage (Tainan City)

- Published: 2026-11-03T10:40:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030940&info=20043742
- anchor: #n3715905
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 09:30-13:00
- No. 201

## Water Outage (Taoyuan City)

- Published: 2026-11-03T10:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030930&info=20043739
- anchor: #n3715913
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:51:14
- Expiry time: 2026-11-10T21:00:00

## Water Outage (Changhua County)

- Published: 2026-11-03T10:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030930&info=20043740
- anchor: #n3715907
- Companies mentioned: 台灣自來水公司

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.

Facts:
- 80mmPVCP
- Effective time: 2026-11-03T09:23:51
- Expiry time: 2026-11-03T13:00:00

## Water Outage (Taichung City)

- Published: 2026-11-03T10:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030920&info=20043737
- anchor: #n3715909
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T09:11:25
- Expiry time: 2026-11-03T16:30:00

## Water Outage (Hualien County)

- Published: 2026-11-03T10:20:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030920&info=20043738
- anchor: #n3715908
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T09:17:55
- Expiry time: 2026-11-03T16:00:00

## Water Outage (Taoyuan City)

- Published: 2026-11-03T10:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030910&info=20043735
- anchor: #n3715916
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:44:46
- Expiry time: 2026-11-05T16:00:00

## Water Outage (Taoyuan City)

- Published: 2026-11-03T10:10:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030910&info=20043736
- anchor: #n3715911
- Companies mentioned: 台灣自來水公司

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.

## Water Outage (Tainan City)

- Published: 2026-11-03T09:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030850&info=20043729
- anchor: #n3715917
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:41:03
- Expiry time: 2026-11-04T16:00:00

## Water Outage (Nantou County)

- Published: 2026-11-03T09:50:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030850&info=20043730
- anchor: #n3715915
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:47:18
- Expiry time: 2026-11-03T16:00:00

## Water Outage (Nantou County)

- Published: 2026-11-03T09:40:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030840&info=20043728
- anchor: #n3715918
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:30:36
- Expiry time: 2026-11-03T17:00:00

## Water Outage (Changhua County)

- Published: 2026-11-03T09:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030830&info=20043726
- anchor: #n3715920
- Companies mentioned: 台灣自來水公司

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.

## Water Outage (Keelung City, New Taipei City)

- Published: 2026-11-03T09:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611030830&info=20043727
- anchor: #n3715919
- Companies mentioned: 台灣自來水公司

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.

Facts:
- Effective time: 2026-11-03T08:29:01
- Expiry time: 2026-11-03T16:00:00

## 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: 2026-11-03T14:04:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644225
- anchor: #n3716201
- Companies mentioned: Marvell、Lumentum、摩根士丹利、JDS Fitel、Uniphase、JDS Uniphase、Viavi Solutions、William Blair、花旗

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.

Facts:
- Marvell (MRVL-US) 週一 (2 日) 宣布，將以全股票交易收購光通訊元件製造商 Lumentum (LITE-US)，交易隱含企業價值約 1,150 億美元。
- For each Lumentum share they hold, Lumentum shareholders will receive 4.5 Marvell shares.
- The implied consideration per share at announcement was about US$1,132, a premium of about 24% to the Oct. 28 closing price of US$913.95.
- Shares of both companies plunged in tandem on Monday, with Marvell tumbling nearly 13% and Lumentum falling more than 18%.
- After the transaction closes, Marvell's existing shareholders will hold about two-thirds of the combined company.
- 合併後的潛在可服務市場規模可望擴大至約 5,500 億美元。

## OpenAI recruits former U.S. Army Secretary! Driscoll to serve as national security adviser, advancing AI defense applications

- Published: 2026-11-03T13:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644586
- anchor: #n3716202
- Companies mentioned: OpenAI

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: 2026-11-03T13:30:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644858
- anchor: #n3716203

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: 2026-11-03T13:24:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644920
- anchor: #n3716204
- Companies mentioned: 花旗、MarketWatch

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: 2026-11-03T13:20:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644861
- anchor: #n3716205
- Companies mentioned: PIMCO、黑石集團

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: 2026-11-03T13:16:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644592
- anchor: #n3716206
- Companies mentioned: 第一財經、深圳水貝、周大福、周生生、中國企業資本聯盟、世界黃金協會

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: 2026-11-03T13:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644799
- anchor: #n3716207

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: 2026-11-03T13:09:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644805
- anchor: #n3716208
- Companies mentioned: 藥華藥、泰合、光麗-KY、羅麗芬-KY

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.
- 藥華藥's trading volume today exceeded 1000 lots, ranking 34th among thousand-yuan stocks.

## 聯發科 Revenue This Year Will Break $21 Billion; Rick Tsai Makes Confident Appeal: "Please Everyone Buy More of Our Stock"

- Published: 2026-11-03T13:08:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644849
- anchor: #n3716209
- Companies mentioned: 聯發科技、聯發科、NVIDIA、Alphabet、Amazon、Google、Microsoft、Meta

聯發科副董蔡力行於2026臺灣週表示，受惠於AI算力需求強勁及多元化佈局，公司2026年營收有望突破210億美元創新高，並獲NVIDIA等大廠投資，公開喊話投資人買股。

Facts:
- 聯發科 expects its full-year 2026 revenue to exceed US$21 billion, a record high.
- About 2 to 3 months ago, 聯發科 completed an overseas convertible bond issuance of US$3.9 billion, a record for a Taiwanese company.
- NVIDIA directly invested as much as US$3.5 billion in 聯發科's US$3.9 billion convertible bonds, its largest direct investment outside the United States.
- Since ChatGPT's debut in 2022, demand for AI computing power has evolved to double every 4 to 5 months.
- Capital expenditures of the world's four major cloud service giants will climb from US$730 billion this year to US$1.1 trillion next year.
- 聯發科's market capitalization has grown from US$2 billion at its listing to about US$200 billion, making it Taiwan's second-largest company.
- Over the past 25 years, 聯發科 has paid out cumulative cash dividends of more than US$27 billion, with a total shareholder return as high as 16290%.

## 《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: 2026-11-03T12:55:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644855
- anchor: #n3715735
- Companies mentioned: 文曄 (3036-TW)、富昌電子

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: 2026-11-03T12:50:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644803
- anchor: #n3715736
- Companies mentioned: 蘋果、TrendForce

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: 2026-11-03T12:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644844
- anchor: #n3715737
- Companies mentioned: KCM Trade、國際能源總署(IEA)、美國能源資訊管理局(EIA)、伍德麥肯錫(Wood Mackenzie)、高盛 (Goldman Sachs)、澳盛銀行(ANZ)、瑞銀 (UBS Group)、道明證券(TD Securities)

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: 2026-11-03T12:45:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644737
- anchor: #n3715738
- Companies mentioned: 輝達( NVDA-US )

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: 2026-11-03T12:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644782
- anchor: #n3715739
- Companies mentioned: Elliott投資管理公司、Elliott、PivotalPath研究公司、百事可樂、新思科技

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: 2026-11-03T12:30:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644772
- anchor: #n3715740
- Companies mentioned: 台北市住宅及都市更新中心、台北市政府

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: 2026-11-03T12:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644542
- anchor: #n3715741
- Companies mentioned: 超微半導體、Advanced Micro Devices、AMD、英特爾、Intel、微軟、MSFT-US、INTC-US、Yahoo Finance、彭博社

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%.

## 2026 Taiwan Week Opens: Peng Jin-lung Says Taiwan Stock Market Capitalization Tops NT$158 Trillion, Moving from "Tech Island" Toward "Capital Island"

- Published: 2026-11-03T12:13:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644793
- anchor: #n3715742
- Companies mentioned: 納斯達克(Nasdaq)、東京證券交易所、聯發科技、彭博(Bloomberg)、亞洲公司治理協會(ACGA)

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: 2026-11-03T12:11:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644617
- anchor: #n3715743
- Companies mentioned: Raymond James、Lumentum、邁威爾科技、Investing.com、Stifel、B. Riley、Rosenblatt

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: 2026-11-03T12:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6637006
- anchor: #n3715744
- Companies mentioned: Benzinga、Azuria Capital、Substack、Amplify Junior Silver Miners ETF、Global X Silver Miners ETF、美國銀行

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:
- 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: 2026-11-03T12:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644697
- anchor: #n3715555

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: 2026-11-03T11:55:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644769
- anchor: #n3715556

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: 2026-11-03T11:52:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644767
- anchor: #n3715557
- Companies mentioned: 91APP*-KY、91APP

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: 2026-11-03T11:51:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644730
- anchor: #n3715558
- Companies mentioned: 長榮航、長汎假期、長榮航空

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.

## Marvell plunges 13%, Lumentum slumps 19%! The second-largest tech acquisition in history triggers a sell-off

- Published: 2026-11-03T11:41:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644599
- anchor: #n3715559
- Companies mentioned: 邁威爾科技、MRVL-US、Lumentum、LITE-US、Needham、William Blair、Arora Report、彭博、摩根士丹利、Raymond James、Cantor Fitzgerald、Counterpoint Research、美國聯邦通信委員會、FCC、Celestial AI、亞馬遜、微軟、Google、輝達

邁威爾科技擬以1,150億美元全股票收購Lumentum，遭市場強烈反彈導致股價重挫。投資人質疑溢價縮水、交割期長及監管風險，交易恐延至2028年。

Facts:
- 邁威爾科技斥資約1,150億美元收購Lumentum，採用全股票方式進行。
- 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: 2026-11-03T11:40:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644768
- anchor: #n3715560

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: 2026-11-03T11:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6638590
- anchor: #n3715561
- Companies mentioned: 聯準會 (Fed)、PIMCO、丹斯克銀行、克里夫蘭聯準銀行、美國國會預算辦公室 (CBO)

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.
- CBO 預估若利率較基準高出 150 個基點，累計財政赤字將額外增加約 6 兆美元。
- 丹斯克銀行維持 12 月及明年 3 月各升息 1 碼的預測。
- Brooks speculates that the Fed and the Treasury are coordinating toward keeping US borrowing costs stable.

## Ukraine's Alert App Hacked, Receives False Nuclear Threat Message

- Published: 2026-11-03T11:20:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644600
- Article page: https://ainews.idaeo.ai/a/4510230-en.html
- anchor: #n3715562

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: 2026-11-03T11:15:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6643728
- Article page: https://ainews.idaeo.ai/a/4510229-en.html
- anchor: #n3715563
- Companies mentioned: 英特爾(INTC-US)、台積電(2330-TW)、聯發科(2454-TW)、日月光投控(2454-TW)、台達電(2308-TW)、鴻海(2317-TW)、長榮航(2330-TW)、統一(1216-TW)、和泰車(2207-TW)、台玻(1802-TW)、藍新資訊(6938-TW)、程曦資訊(6898-TW)、仁大資訊(7767-TW)、精誠金融(7819-TW)、力新(5202-TW)、大世科(8099-TW)、東捷資訊(1802-TW)、驊宏資(1802-TW)

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: 2026-11-03T09:50:51+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834002
- anchor: #n3715861

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.

Facts:
- minus 20℃
- 50℃

## Attack on village in southeastern Ukraine leaves 26 dead; Zelensky accuses Russia of attacking humanitarian aid school ｜ PTS News PNN

- Published: 2026-11-03T09:42:44+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834003
- anchor: #n3715860

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.

Facts:
- officially ended on the 1st

## 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: 2026-11-03T09:39:07+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/833990
- anchor: #n3715863
- Companies mentioned: 公視新聞 PNN、《紐約郵報》、路透社、美國司法部、美國最高法院、阿拉斯加州政府、加州

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
- 38% chose the Republican Party
- about 20,000 questioned mail-in ballots

## RMB 768 million settlement with 華映科技 may let 大同 reverse losses of around 10 billion ｜ PTS News PNN

- Published: 2026-11-03T08:33:36+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834001
- anchor: #n3715862
- Companies mentioned: 大同、華映科技、中國華映

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.

Facts:
- RMB 768 million
- RMB 3.029 billion
- over 13.5 billion
- NT$9.95 billion

## [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: 2026-11-03T01:00:00+09:00
- Source: Taiwan | 社團法人中華民國牙醫師公會全國聯合會
- Original: https://www.cda.org.tw/cda/news_detail.jsp?nid=3340
- anchor: #n3716052
- Companies mentioned: 中華民國牙醫師公會全國聯合會、全民健保

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.

Facts:
- Article 22

## Is Less Oil Always Better? Dietitian: 3 Everyday Choices for an Anti-Inflammatory Diet With Balanced Fatty Acids - Heho健康

- Published: 2026-11-03T12:21:02+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388733
- anchor: #n3716124
- Companies mentioned: 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.