宏碁 Taiwan consumer laptop shipments up 15% in first 10 months；full-year ASP seen rising nearly three-tenths
Published ・ Source Taiwan | 鉅亨網
宏碁 announced that Taiwan consumer laptop shipments rose 15% year over year in the first 10 months, benefiting from its diversified product lineup. Despite rising component costs, full-year ASP is forecast to increase nearly three-tenths, with revenue growth potentially outpacing shipment growth.
Facts
宏碁 Taiwan consumer laptop shipments rose 15% year over year from January to October this year
宏碁 forecasts its full-year average selling price to rise nearly three-tenths
宏碁 portable monitors now account for around two-tenths of its shipments in Taiwan
宏碁 discrete-graphics-card models account for about 15% to 18% of its laptop shipments in Taiwan
宏碁 consumer products account for around seven to eight tenths of sales
Eight major business groups urge the Legislative Yuan to support budget allocations to 中油 and 台電 to safeguard industrial competitiveness
Published ・ Source Taiwan | 鉅亨網
Eight major business groups issued a joint statement on the 3rd, urging the Legislative Yuan to support the government’s budget allocations to 中油 and 台電 as it reviews the supplementary budget for fiscal year 115. The move aims to address a sharp drop in global oil and gas supplies and price volatility caused by the U.S.-Iran war. They said government financial support would help stabilize prices and household electricity costs, while calling for transparent oversight and a reasonable energy price adjustment mechanism to avoid passing excessive costs on to industrial users and to preserve Taiwan’s overall industrial competitiveness.
Facts
Eight major business groups issued a joint statement urging the Legislative Yuan to support budget allocations to 中油 and 台電.
The Executive Yuan is considering allocating NT$71.1 billion to 台電.
The Executive Yuan is considering allocating NT$109.8 billion to 中油.
The Executive Yuan plans to inject NT$233.8 billion in additional capital into 中油.
中油 and 台電 have seen their finances deteriorate after absorbing part of the surge in international energy prices.
The Legislative Yuan will review the supplementary budget for fiscal year 115 tomorrow.
00878 stages a performance comeback against 0050！Can investors keep buying after its record Q4 dividend？A guide to holdings and ex-dividend dates
Published ・ Source Taiwan | 鉅亨網
Cathay Sustainable High Dividend (00878) announced an estimated Q4 2026 dividend of NT$1.25, a record high, bringing its total for the year to NT$3.34. The article explains its ESG screening approach, its top 10 holdings and how it compares with 0056, and offers a guide to its ex-dividend date.
Facts
00878’s total dividends for 2026 reached NT$3.34.
00878’s ex-dividend date is November 17, and the last date to buy is November 16.
Among 00878’s top 10 holdings, 中信金 (2891) has the largest weighting, at 10.56%.
貝萊德iShares released its 2026 Taiwan ETF survey, showing that 74.4% of adults intend to invest in ETFs. Market acceptance continues to rise, with index-tracking stock ETFs receiving the highest level of investor confidence, reflecting a shift toward more diversified investment strategies.
Facts
The world’s largest ETF brand, 貝萊德iShares, released its 《2026 Taiwan ETF Investor Insights》 report.
74.4% of Taiwanese adults intend to invest in ETFs in the next year.
53.3% of Taiwanese adults hold ETFs, more than hold mutual funds or cryptocurrencies.
Investors have the highest confidence in index-tracking stock ETFs, at 85.6%.
Willingness to hold commodity assets rose from 24% to 26%.
The next turning point for U.S. stocks？The U.S. midterm elections could shape the fate of AI data centers as 2028 construction faces a regulatory storm
Published ・ Source Taiwan | 鉅亨網
The U.S. midterm elections will shape AI infrastructure plans, while data center expansion in 2028 faces regulatory uncertainty. Texas is moving toward stricter reviews amid resource pressures, and other states may follow suit, threatening financing and debt repayment capacity for emerging cloud providers.
Facts
SemiAnalysis estimates that the United States will add 33.8GW of data center capacity in 2027, with about three-quarters of the projects already under construction.
The United States is forecast to add a net 62.2GW of data center capacity in 2028, with about 70% concentrated in 13 states holding gubernatorial elections on Nov. 3.
Texas Governor Greg Abbott ordered a comprehensive review of data center projects in the queue and suspended new grid connection approvals.
The Texas Public Utility Commission extended the time allowed for data center projects to go from approval to receiving power from 6 months to 24 months.
Polls show that 57% of Texas voters oppose building data centers in their communities.
The Information found that as many as 15 states nationwide may adopt moratoriums on data center construction.
Emerging cloud computing providers such as CoreWeave (CRWV-US) face pressure on their debt repayment chains amid approval risks.
Chip stocks are in a “crisis of confidence,” but the AI outlook is not as bleak as it seems
Published ・ Source Taiwan | 鉅亨網
Bernstein analyst Stacy Rasgon said semiconductor stocks are facing a crisis of confidence over concerns about AI investment, leading to valuation contraction. But higher spending forecasts from cloud providers and strong AI business at Intel indicate that the industry still has long-term potential.
Facts
Bernstein analyst Stacy Rasgon said semiconductor stocks are facing a crisis of confidence. The Philadelphia Semiconductor Index is up 50% this year but has fallen 30% from its June peak.
The Philadelphia Semiconductor Index’s forward price-to-earnings ratio has plunged from 28 times in June to about 16 times, reflecting a sharp contraction in valuation multiples.
Intel’s lower-than-expected guidance sent its stock plunging 29%, wiping $140 billion off its market value.
All major cloud service providers maintained or raised their spending forecasts for this year and expect spending to accelerate significantly next year.
Intel memory prices are rising because AI-driven demand is exceptionally strong, even outstripping supply.
Stock Focus: 台玻 posts strong profit for the first 3 quarters, launches NT$7.3 billion expansion plan, briefly hits limit-up
Published ・ Source Taiwan | 鉅亨網
Driven by AI demand for high-end fiberglass fabric orders, 台玻 (1802-TW) board approved an expansion plan worth about NT$7.3 billion to increase capacity in Taoyuan, Lukang and Bengbu, sending its shares to limit-up against the broader market.
Facts
台玻’s board approved an expansion plan with an investment of about NT$7.3 billion.
台玻 shares briefly hit limit-up intraday on the 3rd, with trading volume exceeding 280,000 lots.
台玻 will fund its expansion with its own capital and bank loans.
Capital expenditure on 台玻’s first 4 expansion phases has totaled NT$10 billion.
台玻’s subsidiary is 台嘉蚌埠玻璃纖維有限公司.
台玻’s Phase 3 expansion project is set for completion in 2027.
Shen Po-yang says development of Shezidao should take priority; Chiang Wan-an: It does not conflict with relocating Songshan Airport ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Taipei mayoral candidates Chiang Wan-an and Shen Po-yang debated development of Shezidao and relocation of Songshan Airport, offering differing views on policy priorities and their past positions on budget reviews. Chiang Wan-an’s wife, Shih Fang-ken, also canvassed at the Beitou interim market.
Facts
When the Legislative Yuan reviewed the Forward-looking Infrastructure Development Program Act in May 2017
Suspected of making custom drugs for dealers, Kaohsiung police arrest alleged drug-making ringleader ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Acting on a tip, Kaohsiung police raided a residence in Siaogang District and arrested the alleged drug-making ringleader surnamed Chang and 9 suspects who had bought custom-made drugs, seizing evidence including etomidate. Police said they uncovered 119 major drug cases in the first 10 months of this year, up 45% year over year. The trend toward customized drugs and their low prices have made enforcement more difficult. Because a Taiwan macaque was being kept at the scene, a penalty was also imposed under the Wildlife Conservation Act.
116 academic year university admissions brochures announced; English test scores counted by most Star Recommendation and application programs ｜ 公視新聞 PNN
雲林縣府 is raising NT$180 million to renovate the long-idle Guangxing Educational Farm, with completion expected in early 2027. It will be transformed into a food and agriculture education center, working with 西螺鎮農會 and local industries to provide students with hands-on learning.
Facts
Original自籌1億8000萬元
Guangxing Educational Farm was completed in 1994
Scheduled for completion in early next year (2027)
雷公蛙 nearly extinct in the south; Forestry and Nature Conservation Agency partners with businesses to create refuge ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The Taipei frog (雷公蛙) has nearly disappeared from the wild in southern Taiwan due to pesticides and habitat destruction. The Pingtung Branch of the Forestry and Nature Conservation Agency is working with businesses to create a wetland refuge for restoration and coordinate resources for conservation.
Mold suspected on blackened cutting board at Tainan soup dumpling shop; health bureau sends inspectors ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A Tainan soup dumpling shop drew food safety concerns after its kitchen cutting board turned black, prompting the health bureau to send inspectors following a report. The shop said the board had discolored after absorbing moisture during long-term use, and that it had replaced it and stepped up cleaning. The health bureau said violations found during inspection would be punished under the Food Safety Act.
Angry over illegal-parking tow, driver lies on the ground to block tow truck ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
In New Taipei’s Banqiao District, a driver upset about being towed for illegal parking lay on the ground to block the tow truck and faced off with police. He eventually complied after officers called for backup. Police said the towing procedure was legal and that continued resistance could constitute obstruction of official duties. The Transportation Department said private contractors serve only in an administrative assistance role.
26 killed in strike on Ukrainian humanitarian hub; Zelensky condemns Russian army’s “vile terror attack” | PNN News
Published ・ Source Taiwan | 公視新聞
Two waves of Russian airstrikes hit a humanitarian aid hub in Ukraine’s Zaporizhzhia region, killing 26 people. Zelensky condemned the attack as a vile act of terror. The two sides had previously implemented a limited ceasefire brokered by the U.S. first lady, but attacks resumed immediately after it ended. Both sides also said their alert systems had been hit by cyberattacks. A medical facility in southern Ukraine’s Kherson region was also attacked by drones. Ukrainian, Russian and U.S. delegations are expected to resume peace talks in Abu Dhabi on Nov. 10 and 11, but observers are not optimistic about a major breakthrough.
Facts
From Oct. 27 to Nov. 1
A 6-day limited ceasefire
When Russian forces launched their first attack
They then launched a second wave of airstrikes
Millions of people received false radiation threat alerts
Peace talks to resume in Abu Dhabi, capital of the United Arab Emirates, on Nov. 10 and 11
The talks have been suspended since February this year
Lai Ching-te outlines 3 directions for internationalizing financial markets, aims to make Taiwan Asia’s asset management hub | PNN News
Published ・ Source Taiwan | 公視新聞
Lai Ching-te is pushing three major directions for internationalizing Taiwan’s financial markets, with the goal of making Taiwan an Asian asset management hub. Financial Supervisory Commission Chairperson Peng Jin-long stressed that Taiwan has a complete semiconductor and AI industry chain, and hopes to transform the island from a technology hub into an investment hub.
宜縣府 buys low-impact animal deterrent guns, makes them available for farmers to rent to deter macaques and muntjacs | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
宜蘭 County Government spent about NT$120,000 to purchase 6 low-impact animal deterrent guns, making them available for farmer groups to rent to prevent crop damage from macaques and muntjacs. However, some farmers said the need to wait for long periods could dampen interest in renting them.
Survey: People estimate they need NT$1.5 million to have a child; doctor urges financial assessment for childbirth | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A survey found that people in Taiwan believe they need to prepare NT$1.5 million to have a child. Doctors urged the establishment of a financial assessment system for childbirth and said Taiwan should learn from 台積電’s model by setting up shared childcare centers to ease the pressure on young families.
Agentic AI cyberattacks growing more powerful; experts urge AI defenses and stronger detection | PNN News
Published ・ Source Taiwan | 公視新聞
Agentic AI cyberattacks are growing more powerful, prompting experts to call for AI defenses and stronger detection. Citing cases including a cyberattack on 91App’s systems and a data leak at a job bank, they said the trust boundary has shifted from the network to credentials and tools. Scholars recommend fighting AI with AI at its own speed and establishing a Product Security Incident Response Team (PSCIRT) mechanism to require vendors to take responsibility for fixing product vulnerabilities. 國家資通安全研究院 will first promote the establishment of cybersecurity incident response mechanisms among government suppliers.
Opposition threatens to cut 中油’s NT$233.8 billion capital injection; Cho Jung-tai says legislature must consider the people | PNN News
Published ・ Source Taiwan | 公視新聞
The Executive Yuan approved a 2026 supplementary budget, including a NT$233.8 billion capital injection for 中油 in response to its losses and high debt ratio, which opposition parties have vowed to cut. Premier Cho Jung-tai urged the Legislative Yuan to consider the people’s welfare. Eight major business groups, including the Chinese National Federation of Industries, issued a statement supporting the central government. The defense budget also includes NT$55.9 billion for drone procurement, while controversy over APEC invitations has also drawn attention.
Facts
A NT$233.8 billion capital injection
The amount reached NT$607.6 billion
An additional NT$421.3 billion
中油 reported losses of NT$91 billion
The debt ratio reached 94%
An additional NT$50.6 billion was budgeted
An additional NT$145.7 billion in defense spending
French CNews accused of spreading hate speech; more than 500,000 sign petition calling for news channel to close | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
French news channel CNews has faced a strong public backlash over accusations that it has long spread extreme anti-immigrant rhetoric and reports that the suspect in the Oct. 23 shooting in the western Paris suburbs was a loyal viewer of the channel. An independent petition calling for CNews to be taken off the air has surpassed 600,000 signatures, exceeding the 500,000 threshold for a debate in the lower house.
Facts
Once the petition exceeds the 500,000-signature threshold
The number of signatures officially surpassed 600,000 on the 2nd
The shooting in the western Paris suburbs on Oct. 23
A 39-year-old white man opened fire at random
Killing a Congolese martial arts instructor and injuring 7 people
Among them was a 12-year-old girl who was shot 8 times
Next northeast monsoon to move south Thursday evening; effects expected to last through next Wednesday | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The next northeast monsoon will move south Thursday evening and affect the region through next Wednesday. Lows in the north and east will be around 19 to 21 degrees, with strong gusts. Those at sea should monitor weather information.
Facts
The morning of the 3rd
Highs will be 24 to 26°C
Highs will remain at 27 to 31°C
Original大陸高壓3日晚間慢慢東移出海
By the evening of the 5th
The effects will last through the weekend and into the 11th
Lows will be around 19 to 21 degrees
Average winds will reach force 7 to 9
Gusts could reach force 9 to 10
Typhoon In-fa, about 1,900 kilometers from Taiwan
Be alert for long-period waves from the 3rd through the 6th
Dengue cluster at Kaohsiung’s Siaogang hardware store; health bureau urges people who visited to get tested | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Two locally acquired dengue cases were reported at the 99五金大賣場 hardware store in Kaohsiung’s Siaogang District, and authorities have classified them as a workplace cluster. The health bureau urged people who visited the store from Oct. 17 to Nov. 2 to get tested. Eight nearby neighborhoods have been placed on alert and will be monitored for 1 month.
Facts
2 locally acquired dengue cases reported
11 positive containers found
A total of 61 samples had been sent for testing by the 2nd
Gangnan Village and 8 surrounding villages included in the alert zone
15 workplace accidents at 台積電 over 7 years leave 19 dead; labor groups urge government funds to establish oversight mechanism | PNN News
Published ・ Source Taiwan | 公視新聞
Workplace accidents at 台積電 over a 7-year period left 19 people dead in 15 incidents, prompting labor groups to call on government funds to establish an oversight mechanism.
Facts
Caused the deaths of 4 workers in falls
last year (2025)
Also caused the death of a worker surnamed Huang in a workplace accident
At 台積電, from 2019 to the present
There have been 15 workplace accident cases
Leaving 19 people dead
They said all 4 major funds have invested in 台積電
Within 7 working days of a major workplace accident
Li Yang demoted for Nagoya Asian Games; Japanese assembly member Fujita Kazuhide apologizes | PNN News
Published ・ Source Taiwan | 公視新聞
A Taiwan-Japan legislators' exchange summit was held in Nagoya, attended by about 270 lawmakers. Asian Games adviser 藤田和秀 apologized for disrespectful behavior toward Taiwan during the Games. China had pressured Nagoya Mayor 廣澤一郎 not to attend, but he showed up and emphasized promoting Taiwan-Japan exchanges. The meeting issued the “Nagoya Declaration,” supporting Taiwan's participation in international organizations and mutual assistance during disasters. Taiwan's representative to Japan, 李逸洋, thanked Japan for its sincerity.
Nantou township representative accused of vote-buying over meal gathering; candidate surnamed 詹 questioned by prosecutors | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Nantou prosecutors received a report alleging vote-buying at a networking banquet organized by the Shuili Township Representatives' Council. A candidate surnamed 詹 was questioned and released on NT$100,000 bail. Pingtung prosecutors also searched in a vote-buying case involving the Lan-surnamed father and daughter who are the head of Ligang Township.
Facts
Representative councils of all 13 townships and cities in the county
宏碁遊戲（6908）released its 2026 Q3 financial results, reporting revenue of 3.614 billion yuan, an after-tax net loss of 81 million yuan and EPS of -0.35 yuan.
Facts
宏碁遊戲股份有限公司's basic EPS for 2026 Q3 was -0.35 yuan
宏碁遊戲股份有限公司's operating revenue for 2026 Q3 was 3.614 billion
宏碁遊戲股份有限公司's after-tax net profit for 2026 Q3 was -81 million
宏碁遊戲股份有限公司 is in the electronics distribution industry
台灣表面黏著科技股份有限公司（6278）released its 2026 Q3 financial results, reporting EPS of 8.31 yuan, revenue of 40.244 billion yuan and after-tax net profit of 2.405 billion yuan, demonstrating steady earnings in the optoelectronics industry.
Facts
台灣表面黏著科技股份有限公司's basic EPS for 2026 Q3 was 8.31 yuan.
台灣表面黏著科技股份有限公司's operating revenue for 2026 Q3 was 40.244 billion.
台灣表面黏著科技股份有限公司's after-tax net profit for 2026 Q3 was 2.405 billion.
台灣表面黏著科技股份有限公司's company code is 6278.
台灣表面黏著科技股份有限公司 is in the optoelectronics industry.
邁達特數位（6112）released its 2026 Q3 financial results, reporting EPS of 1.78 yuan, revenue of 18.991 billion and after-tax net profit of 358 million. The company is in the information services industry.
Facts
邁達特數位股份有限公司's basic EPS for 2026 Q3 was 1.78 yuan.
邁達特數位股份有限公司's operating revenue for 2026 Q3 was 18.991 billion.
邁達特數位股份有限公司's after-tax net profit for 2026 Q3 was 358 million.
邁達特數位股份有限公司's company code is 6112.
邁達特數位股份有限公司 is in the information services industry.
合勤投資控股（3704）released its 2026 Q3 financial results, reporting basic EPS of 2.71 yuan, revenue of 22.815 billion and after-tax net profit of 1.128 billion.
Facts
合勤投資控股股份有限公司's basic EPS for 2026 Q3 was 2.71 yuan.
合勤投資控股股份有限公司's operating revenue for 2026 Q3 was 22.815 billion.
合勤投資控股股份有限公司's after-tax net profit for 2026 Q3 was 1.128 billion.
合勤投資控股股份有限公司's company code is 3704.
合勤投資控股股份有限公司 is in the communications and networking industry.
中宇環保工程（1535）released its 2026 Q3 financial results, reporting EPS of 2.44 yuan, revenue of 6.269 billion yuan and after-tax net profit of 302 million yuan, reflecting the company's performance in the electrical machinery industry.
Facts
中宇環保工程股份有限公司's stock code is 1535.
中宇環保工程 is in the electrical machinery industry.
中宇環保工程's basic EPS for 2026 Q3 was 2.44 yuan.
中宇環保工程's operating revenue for 2026 Q3 was 6.269 billion.
中宇環保工程's after-tax net profit for 2026 Q3 was 302 million.
South Korea's fast-track 100-day reimbursement pilot for rare-disease drugs under a “reimburse first, assess later” model - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
South Korea's Ministry of Health and Welfare announced the “Rare Disease Treatment Drug Fast-Track Listing Pilot Program” in late June 2026, cutting the average health insurance reimbursement review time for rare-disease drugs from 240 days to 100 days. The program uses a “reimburse first, assess later” mechanism and requires drugs to be listed for reimbursement in at least 3 A8 countries. It also sets conditions for prior agreements and subsequent assessments, with 5 candidate drugs expected to be selected in November.
Facts
Patient population of 20,000 or fewer
Announced in early 2026
Implemented in 2023
Required 330 days
150 days
Officially announced in late June 2026
From an average of 240 days
Shortened to 100 days
Recruitment to take place between July and August 2026
South Korea unveils national R&D strategy for future brain industry, using semiconductor technology to build BCI sector - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
South Korea's Ministry of Science and ICT (MSIT) unveiled its “National R&D Strategy for the Future Brain Industry,” identifying brain-computer interfaces (BCI) as a key development area and incorporating them into the K-Moonshot program. The plan aims to establish an internationally competitive foundation for the brain industry from 2027 to 2030.
Young children at high risk of severe influenza: Preschoolers getting vaccinated for the first time and children under 3 receiving a repeat dose are advised to wait at least 28 days between doses to complete the course.
Influenza clusters in schools could spread back to families! Doctor urges 1 group to consider preventive medication strategies - Heho健康
Published ・ Source Taiwan | Heho健康
As the influenza epidemic worsens, statistics from 疾管署 show that more than 1,986 severe influenza cases have been recorded nationwide, including more than 100 severe cases among children and adolescents under 18 and 13 deaths.
Nobel Peace Prize laureate and former President of the 歐盟執委會 Barroso visits Academia Sinica to discuss global health reform and economic resilience
Published ・ Source Taiwan | 中央研究院
Former President of the 歐盟執委會 and Nobel Peace Prize laureate Barroso visited Academia Sinica to give a talk exploring global health reform and economic resilience, stressing international cooperation and institutional improvement in responding to the challenges of pandemics.
Facts
Accepted the Nobel Peace Prize on behalf of the European Union in 2012
The event drew more than 200 researchers and students
Served as Prime Minister of 葡萄牙 from 2002 to 2004
and was re-elected to serve two terms as President of the European Commission between 2004 and 2014
in recognition of the EU's more than six decades of promoting peace and reconciliation in Europe
and served as Chair of the Board of 全球疫苗免疫聯盟 from 2021 to 2025
Academia Sinica has established the "Special Lectures" since 2009
Companies mentioned：中央研究院、歐盟執委會、葡萄牙、全球疫苗免疫聯盟、Gavi, the Vaccine Alliance、Gavi、全球基金、Global Fund