Ministry of National Defense: Operational links shifting from linear “kill chain” to “kill web”
Published ・ Source Taiwan | 中央社 CNA
The Ministry of National Defense said it will promote a shift in operational links from a linear “kill chain” to a multi-node, interconnected “kill web” in response to the development of cross-domain and networked modern battlefields, enhancing the effectiveness of joint operations across domains. It also said China continues to pressure Taiwan, and that the armed forces are moving toward a transformation involving multiple domains, unmanned systems and distributed operations.
藥華藥's ET indication approved in multiple regions; European patients await broader access
Published ・ Source Taiwan | 中央社 CNA
藥華藥's drug Ropeg has been approved for the essential thrombocythemia (ET) indication in Taiwan, Japan, the United States and China. AOP Health is responsible for the application in Europe, where approval is still pending.
Taiwan stocks plunge 1,612 points; 金管會 says decline falls within range of major Asian markets
Published ・ Source Taiwan | 中央社 CNA
Taiwan stocks plunged 1,612.60 points today, down 3.59%, to close at 43,307.54 points. 金管會 said the decline fell within the range of major Asian markets amid volatility in international markets and geopolitical factors, and that it will continue to monitor market conditions.
Sports Village and Neighborhood certification awards; 運動部 hopes to continue partnerships to promote sports for all
Published ・ Source Taiwan | 中央社 CNA
運動部全民運動署 held the 115年 Sports Village and Neighborhood Certification Awards Ceremony. This year, 336 villages and neighborhoods received certification. Director 房瑞文 thanked local communities for helping promote sports-for-all policies.
Facts
115年 Sports Village and Neighborhood Certification Awards Ceremony
918 villages and neighborhoods applied
A total of 336 villages and neighborhoods received certification
Package addressed to “習近平” found on Taroko Express; 台鐵 reports incident to police
Published ・ Source Taiwan | 中央社 CNA
Two boxes addressed to “習近平” were found aboard a 台鐵 Taroko Express train. 鐵路警察 confirmed they contained discarded items. 台鐵 has reported the incident to police and urged passengers not to bring dangerous items aboard.
融程電 posts record first-three-quarter net profit; EPS reaches NT$6.71
Published ・ Source Taiwan | 中央社 CNA
Industrial computer maker 融程電 announced its financial results for the first 3 quarters of 2026, with revenue and net profit both reaching record highs for the period and earnings per share at NT$6.71. Strong orders for edge AI, semiconductors and domestically developed unmanned vehicles for defense are expected to drive another record year in operations.
Facts
Earnings per share of NT$6.71
Third-quarter revenue reached NT$1.413 billion
Up 20.1% quarter over quarter
Up 40.4% year over year
Gross operating profit of NT$510 million
Up 8.7% quarter over quarter
Up 31.9% year over year
Net profit attributable to owners of the parent of NT$223 million
Up 11.4% quarter over quarter
Up 25.9% year over year
Earnings per share (EPS) of NT$2.63
Revenue for the first 3 quarters of this year reached NT$3.536 billion
Up 34.2% year over year
Gross operating profit of NT$1.33 billion
Up 25.3% year over year
Net profit attributable to owners of the parent was about NT$567 million
Taipei finds 36% of fresh produce samples noncompliant; white radishes top list with 6 cases
Published ・ Source Taiwan | 中央社 CNA
The Taipei City Department of Health released the results of its August inspection of fresh produce. Of 50 samples tested, 18 failed, for a noncompliance rate of 36%. White radishes had the most violations, with 6 cases. The products have been removed from sale, and penalties will be imposed in accordance with the law.
Facts
Noncompliance rate reaches 36%
A total of 50 fruit and vegetable products were tested
As many as 18 failed to meet requirements
White radishes accounted for the most cases, with 6
Chinese kale and cilantro had 3 cases each
Bok choy had 2 cases
Thai basil, napa cabbage, chili peppers and sweet peppers had 1 case each
4 cases came from New Taipei City
1 came from Yunlin
1 was an imported white radish
The responsible businesses may be fined at least NT$60,000
Asked whether he will campaign alongside 蔣萬安, 柯文哲 says 民眾黨's election prospects come first
Published ・ Source Taiwan | 中央社 CNA
民眾黨 founder and former chairman Ko Wen-je campaigned in Tainan. Asked whether he would join Taipei Mayor Chiang Wan-an at a campaign rally, he said the schedule was arranged by the party’s central headquarters and that 民眾黨’s election prospects would take priority, adding that he would travel across Taiwan.
Facts
There are also more than 60 councilor candidates across the country who need campaign support.
信錦 earns NT$1.67 per share in first 3 quarters, sees new growth from low-Earth-orbit satellites
Published ・ Source Taiwan | 中央社 CNA
信錦 reported its 3rd-quarter results, posting after-tax earnings of NT$1.67 per share for the first 3 quarters. Revenue in the 3rd quarter hit a nearly 2-year high, but its core business was in the red, with non-operating income keeping the company in positive territory. The company expects mass production of new low-Earth-orbit satellite projects to provide fresh momentum.
Facts
Net income attributable to the parent company totaled NT$241 million in the first 3 quarters
Down 43.8% from the same period last year
After-tax earnings of NT$1.67 per share
信錦 3rd-quarter revenue totaled NT$2.312 billion
Up 15.3% quarter over quarter
Up 6.7% year over year
信錦 posted a core-business loss of NT$28.51 million in the 3rd quarter
信錦 posted after-tax earnings of NT$3.148 million in the 3rd quarter
Equivalent to quarterly earnings of NT$0.02 per share
Scaffolding collapses at old Beitou Market; 北市府 says earlier complaints were unrelated to construction safety
Published ・ Source Taiwan | 中央社 CNA
Scaffolding collapsed during demolition work at Taipei’s old Beitou Market, injuring 4 people. 北市府 said the 4 complaints it had previously received concerned noise and cleanliness and were unrelated to construction-site safety. The city government will thoroughly investigate the incident and strictly enforce construction safety requirements.
台肥: Excavated soil from Nangang was not transported to the Keelung plant; no plan to establish a soil disposal site there at this stage
Published ・ Source Taiwan | 中央社 CNA
台肥 clarified that excavated soil from the Nangang C4 development project was not transported to its Keelung plant, and said it has no plans at this stage to establish a soil disposal site there. It stressed that media reports had mischaracterized preliminary exchanges of views with the Keelung City Government as active lobbying.
花蓮衛生局 chief removed after refusing to mobilize for election? NTU medical colleague voices support
Published ・ Source Taiwan | 中央社 CNA
花蓮衛生局 Director Zhu Jiaxiang said he was removed from his post for refusing to mobilize support for the 國民黨 candidate for Hualien County magistrate, Yu Shuhui. A physician at 台大兒童醫院, Li Bingying, said the move could dishearten doctors in the public sector.
Taichung Prefectural Hall renovation completed; city government meeting held there to mark historic building
Published ・ Source Taiwan | 中央社 CNA
Renovation of Taichung Prefectural Hall has been completed after 6 years at a cost of about NT$600 million. Taichung Mayor Lu Shiow-yen moved a city government meeting to the site, hoping to combine administrative offices with cultural and artistic functions and promote the old city district’s revitalization and the opening of a transportation hub.
Facts
Renovation completed after 6 years
Renovation completed at a cost of about NT$600 million
Miaoli prosecutor Peng Yu-ching wins Golden Ring Award for investigating illegal dumping case involving nearly NT$400 million
Published ・ Source Taiwan | 中央社 CNA
Miaoli District Prosecutors Office prosecutor Peng Yu-ching investigated an illegal dumping case, uncovering nearly NT$400 million in illicit gains and indicting 49 people. Peng received the Golden Ring Award for Outstanding Contributions to Combating Environmental Crime in recognition of the investigation.
Tong Tzu-wei proposes introducing bike-sharing; Hsieh Kuo-liang: We will work to make a difference for residents
Published ・ Source Taiwan | 中央社 CNA
Democratic Progressive Party Keelung mayoral candidate Tong Tzu-wei proposed introducing a bike-sharing system and rode YouBike to Keelung with Vice President Hsiao Bi-khim. Incumbent Mayor Hsieh Kuo-liang said the narrow roads in the city center were unsuitable for YouBike stations, but that the feasibility of connections with areas bordering New Taipei could be assessed.
華邦電’s board approved capital spending of NT$73.163 billion to expand Module B at its Kaohsiung plant and purchase equipment. Construction is scheduled to begin on Dec. 29, with small-scale production targeted for 2029. The company is currently the world’s leading NOR Flash maker and is working toward becoming a leader in SLC NAND Flash.
Facts
NT$73.163 billion
December 29
Monthly capacity to expand to 24,000 to 25,000 wafers
NT$82.331 billion
Up 37.6% quarter over quarter
Gross margin of 70.6%
Net income attributable to the parent company totaled NT$35.422 billion
Taoyuan Metro and 京急電鐵 sign friendship agreement to promote Taiwan-Japan tourism
Published ・ Source Taiwan | 中央社 CNA
Taoyuan Metro and Japan’s 京急電鐵 signed a friendship agreement aimed at combining their airport transport strengths and tourism resources to promote two-way Taiwan-Japan tourism and operational exchanges through marketing, joint ticketing and themed trains.
Residential electricity rates below levels from 20 years ago; 台電 union urges legislature to back supplementary budget
Published ・ Source Taiwan | 中央社 CNA
The 台電 union said residential electricity rates are below levels from 20 years ago and that 台電 has absorbed losses of more than NT$340 billion to comply with government policy. It urged the Legislative Yuan to pass a supplementary budget as soon as possible.
Facts
Basic residential electricity use (up to 330 kWh)
NT$2.10 per kWh in year 93
But the current rate is just NT$1.78 per kWh
Compared with price increases over the past 22 years
Absorbed losses of more than NT$280 billion
Cumulative subsidies exceeded NT$340 billion
Could generate a surplus of more than NT$540 billion
Generated a cumulative surplus of more than NT$660 billion
Subsidies of about NT$520 billion
Electricity bill subsidies of about NT$700 billion
Double 11 cross-border online shoppers urged to check import and export regulations; EZ Way offers lookup service
Published ・ Source Taiwan | 中央社 CNA
The Customs Administration of the Ministry of Finance reminded the public to check import and export regulations when shopping online across borders during Double 11. Common products such as dried meat and hyaluronic acid products must comply with relevant rules. The agency has added a lookup function to the 「EZ Way易利委」 app and offers AI tariff classification searches and a Customs-Port-Trade Single Window webpage to help people confirm whether an import permit is required in advance and avoid penalties for violations.
Facts
Import express cargo declarations reached 59.53 million in the first 10 months of this year
Up 4.2% from the same period last year
China accounted for 62%
Hong Kong accounted for 13.7%
South Korea accounted for 9.7%
Japan accounted for 6.3%
The United States accounted for 3%
Declarations are expected to reach 6.91 million in November this year
Import express cargo tax revenue reached NT$58.6 billion in the first 10 months of this year
Up more than 81% year on year
Companies mentioned：EZ Way易利委、關貿網路股份有限公司、EZ Way APP
Taoyuan school walking path work ahead of schedule; 120 sites expected to be completed by year-end
Published ・ Source Taiwan | 中央社 CNA
Taoyuan Mayor Chang San-cheng said work on school walking paths is ahead of schedule, with 120 sites expected to be completed by year-end and a target of 140 next year. The improvement project for the Nankan high school corridor has a budget of about NT$46 million.
Facts
120 sites can be completed by year-end
140 sites to be completed next year
Originally scheduled to complete 100 sites by the end of this year
The road section is about 1 kilometer long
A total of 1,670 meters of sidewalks to be improved
SinoPac Bank hit by mass unauthorized transfers; 金管會: 419 people affected, more than NT$40 million transferred
Published ・ Source Taiwan | 中央社 CNA
A system malfunction in the new version of 永豐銀行's mobile banking app led to more than NT$40 million being fraudulently transferred from the accounts of 419 customers. 金管會 said 永豐銀行 has frozen the accounts involved and returned customers' funds using an advance payment, while taking the new app offline. The bank must submit a major incident report by Nov. 12.
Facts
Initial investigation found 427 abnormal transactions
About NT$100,000 per transaction
Total amount exceeded NT$40 million
68 cases had been accepted by noon
SinoPac Bank must submit a major incident report by Nov. 12
舍弗勒 announces nearly 3,500 job cuts as crisis in German auto industry deepens
Published ・ Source Taiwan | 中央社 CNA
German auto parts supplier 舍弗勒集團 announced plans to cut nearly 3,500 jobs in Europe and close 5 sites amid a deepening crisis in the European auto industry and fierce competition. The plan is expected to be completed by 2028, saving about 300 million euros annually starting in 2030.
Hong Kong government: exports accelerate, domestic demand remains steady; economy grows 5.2% in Q3
Published ・ Source Taiwan | 中央社 CNA
Hong Kong authorities reported that GDP grew 5.2% year on year in Q3, supported by accelerating exports and steady domestic demand, and said the economic outlook remains positive.
Facts
Gross domestic product (GDP) grew 5.2% year on year in Q3
Mostly cloudy to sunny on 11/4; northeast monsoon arrives after nightfall on the 5th, with lows reaching 21 degrees
Published ・ Source Taiwan | 中央社 CNA
氣象署 forecast mostly cloudy to sunny conditions around Taiwan on 11/4. The northeast monsoon will strengthen after nightfall on the 5th, bringing lows of 21 degrees, and strengthen again on the 9th, with lows of 20 degrees in the north. Tropical Storm Yanhua is moving north before turning northeast.
Facts
Lows reach 21 degrees
Lows in the north reach 20 degrees
Daytime highs around Taiwan can return to about 28 to 31 or 32 degrees Celsius
Daytime highs in the north and Yilan will drop to a cool 24 to 26 degrees
Another doctor at 台中榮總 allegedly stood in for a surgeon; hospital: relevant materials sent to investigators
Published ・ Source Taiwan | 中央社 CNA
Another case has emerged at 台中榮總 involving a doctor allegedly standing in for a surgeon. The hospital said that, because the footage still needs to be verified and professionally assessed, it will send the relevant materials to investigative authorities and reiterated that the matter will be handled in accordance with the law.
Facts
2 neurosurgeons
Yang Meng-yin sentenced to 1 year and 4 months in prison
Nantou Suili Township chief candidate held banquet; released on NT$100,000 bail over alleged election law violation
Published ・ Source Taiwan | 中央社 CNA
Nantou Suili Township chief candidate Chan Yuan-chou was suspected of violating election laws by holding a banquet for voters. The Nantou District Prosecutors Office searched premises and questioned 19 people before releasing him on NT$100,000 bail.
Facts
Bail set at NT$100,000
More than 10 search warrants issued by the court
A total of 19 people questioned
NT$6,000 per table
5 tables were set up
At least 7 village chiefs in the constituency were reportedly invited
Scaffolding collapse during demolition of old Beitou Market injures 4; Taipei to expand construction site inspections
Published ・ Source Taiwan | 中央社 CNA
A scaffolding collapse occurred during demolition work at the old Beitou Market in Taipei, injuring 4 people. The city government ordered work to stop and fined the contractor and construction supervisor, while expanding inspections of scaffolding sites across the city.
Catcher Chen Chung-yu likely to stay on a multiyear deal; 獅隊 manager: agreement largely reached
Published ・ Source Taiwan | 中央社 CNA
Catcher Chen Chung-yu of the 中職's 統一7-ELEVEn獅隊 (獅隊) has become eligible for free agency. Manager Su Tai-an confirmed that the two sides have largely agreed on a multiyear contract, with only details of incentive bonuses left to discuss.
Russia says it shot down 856 enemy drones; Yaroslavl refinery damaged
Published ・ Source Taiwan | 中央社 CNA
Russia's Defense Ministry said it shot down 856 enemy drones overnight and attacked power facilities and ports in several Ukrainian regions. The Yaroslavl refinery was damaged in a drone attack, and two employees were injured.
New Taipei's Sanzhi Library reopens with services for older adults and a cycling station
Published ・ Source Taiwan | 中央社 CNA
The 新北市立圖書館 Sanzhi Branch has reopened after 2 years of reconstruction. Designed as a “nature reading room,” it combines services for older adults, a bicycle station and a reading-themed “magic door,” creating a new all-ages-friendly hub on the North Coast.
Facts
Rebuilt over 2 years
Serving the local community for more than 30 years
國際刑事法院（ICC） President Tomoko Akane delivered a video report to the 聯合國大會, strongly criticizing the United States for imposing sanctions on the ICC and its judges, saying the move sought to obstruct the administration of justice. A cross-party alliance of Japanese lawmakers set off for The Hague in the Netherlands, where they are expected to meet Akane in support of the ICC.
Facts
Tomoko Akane appeared by video on the 2nd.
ICC has 18 judges.
9 of them have been placed on the sanctions list.
A meeting with Tomoko Akane is expected as early as the 7th, Japan time.
Lin Chia-lung's op-ed in Foreign Affairs says U.S. AI ambitions depend on Taiwan.
Published ・ Source Taiwan | 中央社 CNA
Foreign Minister Lin Chia-lung wrote in the international journal Foreign Affairs that U.S. AI ambitions depend on Taiwan. The article emphasized the complementary strengths of Taiwan and the United States in advanced semiconductor manufacturing, server assembly and supply chain security. Taiwan is a production base for 90% of the world's most advanced semiconductors and about 90% of its servers, making it an indispensable partner for the United States in maintaining its technological leadership.
Facts
More than 90% of the world's most advanced semiconductors
About 90% of the world's servers
Invested US$265 billion to establish wafer fabs
Accounts for 4 tenths of the global AI server market
Founded in 1922
Launched in November 2020
Companies mentioned：輝達、Nvidia、台積電、蘋果、Apple、高通、Qualcomm、鴻海、廣達、Alphabet、亞馬遜、Amazon、Meta、雷虎、中央社、外交關係協會、Council on Foreign Relations、CFR、戰略暨國際研究中心、CSIS
Scaffolding collapses during demolition of Taipei's old Beitou Market, injuring 4; 士檢 opens investigation
Published ・ Source Taiwan | 中央社 CNA
A scaffolding collapse occurred during demolition work at Taipei's old Beitou Market, injuring 4 people. 士林地檢署 and 北投警分局 formed a task force to investigate. The Building Administration Office ordered work halted and imposed a fine of NT$2.5 million on the contractor.
達方 earns NT$0.82 per share in first 3 quarters; cautious about fourth-quarter memory shortage
Published ・ Source Taiwan | 中央社 CNA
達方 reported earnings per share of NT$0.82 for the first 3 quarters, up 77.8% year over year. With memory in short supply in the PC market and brand-name customers taking a cautious approach to inventory, it is cautious about the fourth quarter but expects full-year revenue to remain in positive growth.
Facts
Earnings per share of NT$0.82
Net profit attributable to the parent company of NT$228 million
Up 77.8% year over year
Quarterly revenue of NT$7.011 billion
Down 6.7% quarter over quarter
Up 7.8% year over year
Net profit attributable to the parent company of about NT$85 million
CPBL squad heads to Japan on the 10th for Asian baseball championship; Starlux art plane lends support
Published ・ Source Taiwan | 中央社 CNA
星宇航空 has arranged for its AIRSORAYAMA Gold空山金 art plane to carry the CPBL squad on flight JX800 to Tokyo on the 10th to compete in the 2026 Asian Professional Baseball Championship, and has invited fans to fly along and cheer for Team Taiwan.
Facts
Will fly on a 星宇航空 flight on the 10th
First selected a 33-player training roster
Expected to begin at Tokyo Dome in Japan on Nov. 12
富世達 posts record earnings of NT$18.11 per share in third quarter; positive outlook for fourth quarter
Published ・ Source Taiwan | 中央社 CNA
富世達 posted record third-quarter earnings after tax of NT$18.11 per share, with both revenue and profit rising and gross margin reaching a record high. The company is optimistic about shipments from 輝達's new platform and increased adoption of liquid cooling, and expects operations to remain positive in the fourth quarter.
Facts
Third-quarter earnings after tax of NT$18.11 per share
台灣美光's Lu Dong-hui: New compensation system to increase total pay by about 2.7 times
Published ・ Source Taiwan | 中央社 CNA
台灣美光 Chairman Lu Dong-hui said the company plans to hold its 5th round of negotiations with the Taoyuan union on Nov. 6. The new compensation system will increase total pay by about 2.7 times, raise shift allowances and retirement contributions, and add quarterly profit-sharing bonuses, aiming for a three-way win for employees, the company and Taiwan.
Facts
Total pay to increase by about 2.7 times
Day-shift allowance to increase 3 times
To rise from NT$1,500 to NT$4,500 per month
Minimum monthly night-shift allowance to rise from NT$8,000 to NT$12,000
An increase of 50%
Taiwan employees will receive 3 additional days of paid leave
Retirement contributions to rise from 8% to 10%
Original產線員工有望達到新台幣200多萬元
Entry-level engineers could receive close to NT$4 million
Original比較資深一點的工程師可能達到600多萬元
Payments will begin in fiscal 2027
The profit-sharing bonus for the first quarter of fiscal 2027 will be paid entirely in cash in January 2027
In subsequent quarters, the split will return to 50% cash and 50% stock
Wall Street fears 'political gridlock' in Washington over the next 2 years, adding to tech stock selloff
Published ・ Source Taiwan | 鉅亨網
The Nasdaq 100 has entered correction territory amid a tech stock selloff and political uncertainty stemming from the U.S. midterm elections. Investors fear 'political gridlock' in Washington and the use of veto power by Trump. Despite sharp short-term volatility, historical data show stocks still have long-term upside potential after midterm elections.
Facts
The Nasdaq 100 has fallen more than 10% from its peak, officially entering correction territory.
According to Polymarket data, the odds of Democrats taking control of the House and Senate are as high as 95% and 77%, respectively.
Alphabet (GOOGL-US) recorded its biggest one-day drop after advertising and search revenue fell short of expectations.
中裕 pushes ahead with Phase 2b trial of long-acting HIV dual-antibody drug, expects interim results by year-end
Published ・ Source Taiwan | 鉅亨網
中裕(4147-TW) announced it is advancing the Phase 2b trial of its long-acting HIV dual-antibody drug TMB-365/TMB-380 and expects interim results by year-end. Through participation in ISV and IDWeek 2026 meetings and engagement with the NIH, the company is actively pursuing international collaboration and technology licensing opportunities.
Facts
中裕 is pushing ahead with the Phase 2b trial of its long-acting HIV dual-antibody combination drug TMB-365/TMB-380.
中裕 expects to obtain key interim results from the TMB-365/TMB-380 Phase 2b trial by the end of this year.
中裕 took part in the International Society for Vaccines (ISV) meeting and IDWeek 2026, an annual conference on infectious diseases.
中裕 visited the U.S. National Institutes of Health (NIH) for in-depth meetings and exchanges.
中裕 was invited to present clinical and laboratory data on TMB-365/TMB-380 at IDWeek 2026, including 1 presentation and 1 poster.
Marvell's acquisition of Lumentum brings optical and electrical integration; TrendForce says it could challenge Broadcom's leadership
Published ・ Source Taiwan | 鉅亨網
Marvell announced its acquisition of Lumentum, which has been approved by both companies' boards and is pending regulatory approval. The combined company will have optical-electrical integration capabilities, challenging Broadcom's leadership and raising its share of the wired communications semiconductor market to 6.4%.
Facts
Marvell formally announced plans to acquire optical communications leader Lumentum, with both companies' boards approving the deal on Nov. 2.
If the acquisition goes through, Marvell and Lumentum's combined revenue share of the wired communications semiconductor market will rise to about 6.4%.
Broadcom currently offers Tomahawk Switch chips, DSPs, and components such as EML and CW laser light sources, making it a leader with both optical and electrical capabilities.
By adding the InP laser light sources it most lacks, Marvell can develop integrated optical engine capabilities combining electrical and optical components.
Chinese optical module makers are the main global suppliers of 800G／1.6T optical modules and rely heavily on DSPs from Marvell and EML／CW laser light sources from suppliers such as Lumentum.
邁威爾 is acquiring Lumentum for $115 billion, with backing from 輝達's Jensen Huang, aiming to strengthen the AI optical connectivity supply chain. However, market concerns over integration benefits and regulatory risks sent both companies' shares sharply lower.
Facts
邁威爾 (MRVL-US) announced it would acquire Lumentum (LITE-US) for $115 billion.
The deal is the second-largest technology industry transaction in history.
邁威爾 and Lumentum reportedly consulted 輝達 CEO Jensen Huang by phone before announcing the deal.
Earlier this year, 輝達 invested $2 billion each in 邁威爾 and Lumentum.
After the deal was announced, Lumentum shares plunged 18.6% and 邁威爾 fell 12.7%.
Lumentum's plunge made it the worst-performing S&P 500 constituent that day.
邁威爾 fell 12.7%, its worst three-day decline since October 2000.
Companies mentioned：邁威爾、MRVL-US、Lumentum、LITE-US、輝達、NVDA-US、Fox Business
南亞科 reported record revenue of NT$46.476 billion for October 2026, up 487.73% year over year, reflecting strong operational growth. However, recent trading has seen selling pressure, with foreign investors selling heavily and the share price remaining subdued in the short term.
Facts
南亞科's October 2026 revenue was NT$46.476 billion.
南亞科's October 2026 revenue rose 487.73% year over year.
南亞科's cumulative revenue for January-October 2026 was NT$311.761 billion.
南亞科's cumulative revenue for January-October 2026 rose 602.15% year over year.
The net buying or selling by the three major institutional investors in 南亞科 over the past 5 days totaled -4,429 lots.
Foreign investors' net buying or selling of 南亞科 over the past 5 days was -4,663 lots.
U.S. pursues Myanmar peace talks to gain rare earth resources and counter China's influence
Published ・ Source Taiwan | 鉅亨網
The U.S. State Department issued a strategy document outlining plans to expand its influence and gain access to rare earth resources by participating in Myanmar peace talks, countering China's expansion. Washington aims to promote a peace agreement, boost exports and secure commercial investment by 2030, while emphasizing efforts to crack down on scam centers and improve the operating environment.
Facts
A U.S. State Department strategy document says Washington is seeking to expand U.S. influence in Myanmar and gain access to the country's abundant rare earth resources by taking part in peace diplomacy talks.
Since Myanmar's military staged a coup in 2021, the United States and its Western allies have imposed severe sanctions on the military government. However, the policy of isolation has instead given Beijing a strategic opportunity.
Officials, including Michael Vance, a senior intelligence official at the U.S. State Department, have quietly opened talks with Myanmar authorities on how to obtain rare earth minerals, which are currently exported mainly to China.
Myanmar is the world's fourth-largest rare earth supplier and has important resources including natural gas, copper, coal, teak, gemstones, tin, gold and rare earths.
Washington aims to have the parties reach a lasting peace agreement by 2030 and hold at least 3 multilateral forums to advance fiscal federalism and territorial demarcation.
Washington hopes to triple U.S. exports of goods to Myanmar by 2030 and secure at least three commercial investment deals worth more than $5 million.
華邦電 earnings call: Q3 net profit surges to NT$35.4 billion, up 45% quarter over quarter; EPS of NT$7.58; Q4 operations set to improve further
Published ・ Source Taiwan | 鉅亨網
華邦電 posted third-quarter net income of NT$35.422 billion, up 45.7% quarter over quarter, as strong AI demand boosted memory shipments and prices. Operations are expected to improve further in the fourth quarter, with DRAM prices still having room to rise.
Facts
華邦電 posted third-quarter net income of NT$35.422 billion, up 45.7% quarter over quarter and 11 times year over year.
華邦電's third-quarter earnings per share (EPS) were NT$7.58.
華邦電's third-quarter revenue was NT$82.331 billion, up 37.6% quarter over quarter and 278% year over year.
華邦電's customized memory (CMS) accounted for 58% of consolidated revenue in the third quarter.
華邦電's third-quarter revenue from networking applications rose 55% quarter over quarter, mainly benefiting from increased demand for switches and networking equipment inside AI server racks.
華邦電's memory business capacity utilization was close to 100% in the third quarter.
Original精誠(6214-TW)取得微軟新版「Analytics on Microsoft Azure」專長認證，強化資料與雲端技術能力。此舉旨在協助企業解決分散資料整合與治理難題，以支援生成式AI應用落地與智慧決策。
Facts
Original精誠(6214-TW)宣布取得微軟新版「Analytics on Microsoft Azure」專長認證
The certification demonstrates capabilities in data migration, modern data platforms, business intelligence and advanced analytics.
Original申請夥伴須具備微軟 Solutions Partner for Data & AI(Azure)資格外，還須符合績效與專業技能等要求並完成稽核
The new certification combines specializations in data analytics, data warehouse migration and business intelligence.
The real challenge for companies investing in AI is often not just choosing tools, but integrating fragmented data and establishing governance standards.
達方 reported third-quarter 2026 financial results, with revenue of NT$7 billion declining from the previous quarter amid weak PC demand, while its MLCC and green energy businesses showed growth momentum. The company forecast that PC headwinds would persist through the first half of 2027 and said it was actively transforming its business to target the AI data center cooling and backup battery markets.
Facts
達方's consolidated revenue in the third quarter of 2026 was NT$7 billion, down 6.7% from the previous quarter and up 7.8% year over year.
達方's gross margin fell to 15.0% in the third quarter, mainly due to changes in product mix, higher prices for precious metal raw materials, and a stronger renminbi that raised manufacturing costs.
達方 ended the period with NT$8.3 billion in cash and marketable securities, and its current ratio rose to 146.7%.
達方 made a strategic investment in cooling vendor 佺璟, which is expected to be consolidated into its financial statements in the fourth quarter of 2027.
達方's Suzhou plant is shifting to an asset-light, light-manufacturing model, with its main production capacity moving to its Huai'an and Chongqing plants to reduce operating costs.
達方's capital expenditure totaled NT$663 million in the first three quarters, with most of it allocated to equipment rather than plant facilities.
〈達方 earnings call〉 MLCC business to stay strong through next year; company aggressively targets AI data center cooling and power markets
Published ・ Source Taiwan | 鉅亨網
達方 General Manager Tsai Yao-kun said at an earnings call that the company’s target of positive full-year revenue growth remained unchanged, supported by its integrated components and green energy businesses. The company is actively expanding into the AI data center cooling and power markets and streamlining its facilities to counter market headwinds in its IT peripheral business.
Facts
達方's integrated components business has risen to 13% of total revenue.
達方 made a strategic investment in cooling vendor 佺璟, which specializes in coolant distribution units; it is expected to be consolidated after its convertible bonds take effect in the fourth quarter of next year.
達宇, a subsidiary, acquired established power supply maker 海昌 through a 100% investment in February this year.
Official suggested retail prices for end-user laptops have surged 30% to 50%.
達方's IT peripheral business, which accounts for more than two-fifths of revenue, is facing market headwinds, with brand-name customers sharply cutting demand starting in August and September.
【Stocks with heavy trading volume and sharp gains】A haven amid the market crash! The key to the market stabilizing after hitting a new low is here!
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged amid a correction in U.S. technology shares, but strong corporate revenue and GDP data and continued net buying by state-owned financial institutions supported the market. Analysts recommended focusing on quality AI supply-chain stocks such as 麗臺 and 彬台, and were bullish on the medium- to long-term prospects of 台積電, 鴻海 and 聯發科.
Foreign investors were net sellers of NT$107.306 billion, dealers were net sellers of NT$59.055 billion, and investment trusts were net buyers of NT$19.904 billion.
Cumulative revenue for Taiwan-listed and OTC companies reached NT$49.89 trillion, up 38.21% year over year.
麗臺's third-quarter EPS reached NT$4.03, up nearly 11.45 times year over year.
八大公股行庫 made cumulative net purchases of about NT$207.7 billion between October 6 and November 2.
The Directorate-General of Budget, Accounting and Statistics revised third-quarter GDP growth up to 14.36%, the highest for the same quarter in 48 years.
Value buying opportunities emerge: buy growth stocks and stocks that have been unfairly beaten down
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged more than 1,600 points amid geopolitical tensions and a correction in AI valuations. Although fundamentals such as export orders were strong, short-term panic selling could intensify, and analysts urged investors to watch for signs of a bottom and select quality AI stocks.
Facts
Taiwan stocks closed down 1,612 points at 43,307.
September export orders reached $114.21 billion, up 62.4% year over year.
Foreign investors' cumulative net selling so far this year has reached NT$2.48 trillion.
Brent crude rebounded to above $106 per barrel.
Global AI-related capital expenditure is projected to reach about $900 billion in 2026.
〈Analysis〉A cut on the surface, but more borrowing in reality: What signals are hidden in the U.S. Treasury's $618 billion borrowing estimate?
Published ・ Source Taiwan | 鉅亨網
The U.S. Treasury released its borrowing estimate on November 2, saying it plans to borrow $618 billion this quarter. After accounting for cash factors, actual borrowing needs increased by $24 billion. The estimate for Q1 next year is $800 billion, pointing to strong financing needs.
Facts
The U.S. Treasury expects to borrow $618 billion in privately held net marketable debt from October through December 2026.
Excluding changes in cash balances, actual borrowing needs this quarter are $24 billion higher than the figure released in August.
The Treasury estimates that it will borrow $800 billion from January through March 2027.
The yield on the U.S. 10-year Treasury fell more than 2 basis points to 4.906%.
The quarterly refunding statement will be released on November 4 U.S. Eastern Time.
The price alert feature on 永豐金證券's 大戶投APP was triggered nearly 18,000 times on its busiest day in October.
The number of daily triggers for the price alert feature in October increased by more than 50% from September.
Taiwan stocks lost 1,904 points in just 2 trading days in November.
Investors' use of price alerts was concentrated around key levels such as 50,000 points, 48,000 points and 46,000 points.
永豐金證券 said rising risk aversion was reflected in continued foreign investor selling pressure and concerns about returns on AI capital expenditure by U.S. stocks.
合勤科技 reported financial results for the first three quarters of 2026, with its defense business and emerging markets driving overall revenue growth, while it faced pressure from rising component prices. The company is stabilizing costs through strategic inventory buildup and plans to drive growth in 2027 through mass production at its Vietnam plant and new technologies.
Facts
合勤科技's broadband equipment revenue was about NT$17.252 billion in the first three quarters, up 10% year over year.
Revenue from other products, including the defense business, reached NT$2.287 billion in the first three quarters, up as much as 88% year over year.
Total assets stood at NT$32.169 billion at the end of the third quarter, while inventory at quarter-end reached NT$10.1 billion.
Cumulative revenue in emerging markets and the Asia-Pacific region for the first 3 quarters reached NT$9.596 billion, up 88% year over year and accounting for a sharply higher 42% of the total.
合勤's investment in developing prplSDK won the prpl基金會's top contributor award, with official shipments expected in 2027.
The new production base in Vietnam has begun trial production and is expected to join mass production and capacity expansion in 2027.
The average collection period for accounts receivable lengthened to 121 days, while the accounts payable turnover period increased to 70 days.
Irrational selling pressure has been unleashed! Demand for advanced processes and AI remains unchanged. How can investors seize the opportunity to enter after the valuation correction?
Published ・ Source Taiwan | 鉅亨網
Insufficient deleveraging of margin financing triggered a sharp drop in Taiwan stocks, but demand for AI and advanced processes remains unchanged. Analysts see this as an opportunity to build positions after the valuation correction.
Facts
The weighted index closed at 43,307.54 points, plunging 1,612.60 points.
Trading value surged to NT$928.058 billion for the day.
Margin financing balances fell by only about NT$700 million, indicating a severe shortfall in deleveraging.
The OTC index plunged 6.42%.
The Taiwan VIX surged intraday to a relatively high level near 36.
A year after 《經濟學人》 discussed Taiwan disease, Taiwan stocks' correction tests asset allocation
Published ・ Source Taiwan | 鉅亨網
This article explores the concept of “Taiwan disease” raised by 《經濟學人》 and investment risks amid the current correction in Taiwan stocks' AI rally. It notes that investors often rely too heavily on a single industry to achieve their life goals and recommends reviewing asset allocation to weather market volatility.
Facts
Original《經濟學人》在2025年11月曾以「台灣病」形容台灣繁榮背後的失衡。
Taiwan stocks corrected from a peak of 49,968 points on 10/6 to a low of 43,191 points on 11/3, falling 6,777 points.
永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.
Symptoms of Taiwan disease include strong exports, while ordinary households may not feel a corresponding increase in purchasing power.
Some investors are increasing their investment capital through home equity loans, personal loans, and stock-backed loans.
Investors focus only on the sharp drop in tech stocks, while most U.S. stocks are still rising
Published ・ Source Taiwan | 鉅亨網
U.S. stocks diverged on Monday, with the S&P 500 and Nasdaq falling while the Dow rose. Tech stocks were weighed down by concerns about AI profitability, but a steep drop in oil prices lifted most stocks, with funds flowing into traditional industries.
Facts
The S&P 500 fell 0.5%, or 38.67 points, to close at 7,541.40 on Monday.
Brent crude futures plunged 7.6% to US$104.77 a barrel.
Alphabet (GOOGL-US) shares plunged more than 12% last Thursday, marking their largest single-day drop on record.
Marvell Technology (MRVL-US) shares plunged 12.7% on the acquisition deal.
聯合航空 (UAL-US) surged 4.8%, while 西南航空 (LUV-US) rose 3.6%.
Companies mentioned：Alphabet、輝達、Marvell Technology、Lumentum、聯合航空、西南航空、嘉年華郵輪、Nationwide、Edward Jones
〈達方法說〉Q3 net profit surges more than 9 times year over year, EPS at NT$0.31; cooling laptop demand and rising raw material prices weigh on gross margin
Published ・ Source Taiwan | 鉅亨網
達方 reported its Q3 results, with net profit surging 9 times year over year to NT$90 million, but revenue and gross margin both declined amid cooling laptop demand and rising raw material prices. Cumulative revenue for the first 3 quarters totaled NT$20.55 billion, up 8.8% year over year, while overall profit still grew significantly.
Facts
達方's after-tax net profit for the third quarter was NT$90 million, up 941.3% year over year, with earnings per share of NT$0.31.
達方's third-quarter revenue was NT$7.01 billion, down 6.7% quarter over quarter and up 7.8% year over year.
達方's third-quarter gross margin was 15.0%, down 1.6 percentage points quarter over quarter and up 0.9 percentage points year over year.
達方's cumulative revenue for the first 3 quarters was NT$20.55 billion, up 8.8% year over year.
達方 CFO Lin Fengzheng said its IT peripherals business accounted for more than four-tenths of revenue, with quarterly revenue posting a double-digit year-over-year decline due to downward revisions to laptop demand.
達方's cash and marketable securities rose to NT$8.347 billion at the end of the third quarter, up about NT$1.8 billion from the previous quarter.
達方 kept capital expenditure for the first 3 quarters to NT$663 million, below its original full-year budget plan of NT$1 billion.
Three rallies so far this year! Auto chip giant 恩智浦 to raise prices again starting in January next year: How much longer will the automotive chip shortage last?
Published ・ Source Taiwan | 鉅亨網
恩智浦 announced its third auto-grade chip price increase starting in January next year, prompting 德州儀器, 英飛凌 and other companies to follow suit. Soaring memory costs are severely squeezing the profit margins of Chinese automakers, which are struggling to pass on the costs amid a price war.
Facts
From 3 to 6 this year, auto-grade memory chips rose about 180% overall, while contract prices for general-purpose DRAM increased 90%-95% quarter over quarter.
Memory costs per vehicle for mid- to high-spec models jumped from US$40-90 to US$90-220, while costs for high-end intelligent-driving models even exceeded US$500.
蔚來 founder Li Bin disclosed that memory costs per vehicle in Q2 this year had risen NT$14,000 from the end of last year, adding about NT$1.5 billion in costs for the quarter.
〈Analysis〉Downstream operating profit surges 234%: How to read 沙烏地阿美's earnings amid the Iran war?
Published ・ Source Taiwan | 鉅亨網
沙烏地阿美's third-quarter net profit reached US$36.3 billion, while adjusted net profit rose 9% year over year to US$31.2 billion, aided by higher oil prices and improved refining margins. Downstream operating profit surged 234%.
Facts
沙烏地阿美's third-quarter net profit reached US$36.3 billion, up 34.5% from a year earlier.
Excluding certain items, 阿美's adjusted net profit was US$31.2 billion, up 9% year over year.
Adjusted operating profit in the downstream business rose 234% year over year to US$10.3 billion.
The average realized crude oil price in the third quarter was US$95.20 a barrel, up about 35% from a year earlier.
Total liquids production fell about 10% in the third quarter to 8.7 million barrels per day.
The company will pay US$21.9 billion in base dividends in the fourth quarter, up 3.5% from a year earlier.
Free cash flow for the first 9 months of this year totaled US$59.1 billion.
尖點 completes NT$1.552 billion capital raising; 11/6 listing for new shares issued at NT$388 each
Published ・ Source Taiwan | 鉅亨網
尖點科技 completed a combined NT$2.204 billion fundraising through a cash capital increase and convertible bonds to expand AI server capacity. The new shares from the capital increase will list on 11/6, but the stock fell to its daily limit and below the issue price amid market selling pressure.
Facts
尖點科技 issued 4,000 lots of new shares in a cash capital increase at a premium price of NT$388 per share, raising a total of NT$1.552 billion.
Starting in the third quarter, 尖點科技 completed the issuance of 4,800 lots of unsecured convertible corporate bonds (CB), raising about NT$652 million.
尖點科技 raised a combined NT$2.204 billion through its 2 fundraising plans, both underwritten by 福邦證券.
尖點科技 expects monthly drill-bit production capacity to reach 90 million units by the end of 2028.
尖點科技 plans capital expenditure of NT$3 billion in the first half of 2026.
捷迅's Q3 EPS ranks third-highest for a quarter; first 3 quarters' earnings surpass last year's full-year total
Published ・ Source Taiwan | 鉅亨網
捷迅(2643-TW) announced its third-quarter results, with quarterly EPS reaching NT$3.52, its third-highest on record. Cumulative EPS for the first 3 quarters surpassed last year's full-year figure. Buoyed by the peak season for electronics and strong demand from AI customers, gross margin improved, and the outlook for the fourth quarter is cautiously optimistic.
Facts
捷迅's after-tax net profit for the third quarter was NT$123 million, up 26.12% year over year.
捷迅's third-quarter earnings per share (EPS) were NT$3.52, its third-highest quarterly figure on record.
捷迅's cumulative EPS for the first 3 quarters was NT$6.31, surpassing its total for all of last year.
捷迅's third-quarter gross margin was 10.59%, up 2.37 percentage points year over year.
The benefits of 捷迅's self-built overseas warehouse at Dallas airport in North America are becoming evident.
Anthropic updated its S-1 registration statement, revealing revenue of US$33.24 billion for the first 3 quarters but a net loss of US$104 billion, as well as commitments to spend nearly US$895.4 billion on computing infrastructure, drawing attention to the scale of AI capital expenditure.
Facts
Anthropic's total revenue for the first 3 quarters of this year reached US$33.24 billion, up about 1,200% from a year earlier.
Anthropic's net loss for the first 3 quarters of this year reached US$104 billion, far higher than the US$25.1 billion loss in the same period last year.
Anthropic has signed procurement commitments and lease agreements involving total expenditures of about US$895.4 billion, almost all related to computing power and infrastructure.
OriginalAnthropic目前大部分算力仰賴亞馬遜、Google及SpaceX提供。
OpenAI secretly filed an IPO application in June this year, aiming to go public in 2027.
More than 90 pages of Anthropic’s updated prospectus address risk factors.
Hong Kong Stocks After the Close: Hang Seng Index Rises 0.57% to Reclaim 23,500; Heavy Machinery and Domestic Demand Stocks Gain, Optical Communications Sector Plunges
Published ・ Source Taiwan | 鉅亨網
Hong Kong’s Hang Seng Index rose 0.57% to 23,525.97 points on Tuesday, with turnover increasing to HK$236.4 billion. Heavy machinery and domestic consumption stocks, including 中國重汽 and 海底撈, led gains, while the optical communications sector fell sharply amid concerns about AI investment, with 曦智科技 plunging 11.30%.
Facts
The Hang Seng Index rose 0.57% to close at 23,525.97 points on Tuesday (the 3rd).
Full-day turnover in Hong Kong stocks reached HK$236.404 billion, up from the previous trading day.
海底撈 shares surged 6.43%, making it one of the best performers in the domestic consumption sector.
曦智科技 shares plunged 11.30%, reflecting a sharp sell-off in the optical communications sector.
牧原股份 closed up 6.43% after the number of breeding sows fell below the normal reserve level.
聯想集團 fell 6.11% against the broader market, one of the steepest declines among technology stocks.
中國太保 shares rose more than 4%, buoyed by favorable central bank policies on swap facilities.
Mainland China Stocks After the Close: Shanghai Composite Holds Above 3,600 as All 3 Major Indexes Fall
Published ・ Source Taiwan | 鉅亨網
China’s 3 major A-share indexes fell on Tuesday, while the Shanghai Composite held above the 3,600 mark. 華福證券 said the government’s package of market-stabilization policies covers monetary tools, repurchase mechanisms and ETF supply, among other measures, and aims to strengthen market resilience by lowering funding costs and improving mechanisms.
Facts
The Shanghai Composite fell 0.82% to close at 3,608.1 points on Tuesday.
The ChiNext Index fell 2.73% to close at 2,391.65 points on Tuesday.
A total of 3,308 stocks on the 2 exchanges and the Beijing Stock Exchange fell on Tuesday.
Turnover on the 2 exchanges totaled 1.7034 trillion yuan on Tuesday.
任志強, head of the research institute at 華福證券, said the market-stabilization policies cover multiple areas.
Online Banking System Glitch Leads to Unauthorized Transfer of NT$100,000; 永豐銀: Cause Identified, Funds Fully Returned
Published ・ Source Taiwan | 鉅亨網
A software glitch in 永豐銀行’s new online banking transaction system led to NT$100,000 being transferred out of a user’s account without authorization. The bank has identified the cause and refunded the full amount; its app is temporarily unavailable for maintenance.
Facts
Multiple 永豐銀行 users had NT$100,000 transferred out of their accounts.
No OTP text-message verification or second confirmation was required during the transfer.
The incident was caused by a software glitch in the new online banking transaction system.
永豐銀行 has fully refunded the affected funds to customers.
台北富邦銀行 designated the receiving account as an account prohibited from withdrawals.
義隆, 雷虎 and 新馳 Receive Ministry of Economic Affairs Subsidy Under IC Advancement Program to Develop Complete Domestic AI Drone Solution
Published ・ Source Taiwan | 鉅亨網
IC design company 義隆 announced that it and 雷虎 and 新馳 had received a subsidy under the Ministry of Economic Affairs’ IC Advancement Program. The project has a total budget of NT$1 billion to develop 11 ICs and build a complete domestic AI drone solution.
Facts
義隆, 雷虎 and 新馳 received a subsidy under the Ministry of Economic Affairs’ IC Advancement Program, with total development funding of NT$1 billion.
The project plans to develop 11 ICs integrating AI computing, image recognition, visual navigation and smart communications technologies.
義隆 is applying its IC design, edge computing and on-device AI image-recognition technologies to develop key chips and AI applications.
The project will develop a flight obstacle-avoidance and ranging (TOF) chip, a Mini LED local-dimming control chip, a fingerprint-recognition chip, a long-range smart-array antenna chip and an SDR radio-frequency (RF) chip.
For communications and collaborative operations, the plan calls for swarm coordination supporting more than 5 drones.
Green Energy Financing Gains Momentum! 賴建信 Puts Forward 3 Paths to De-Risk, While 尤昭文 Predicts Shift from Project Finance to REITs
Published ・ Source Taiwan | 鉅亨網
賴建信, administrative deputy minister of the Ministry of Economic Affairs, and 尤昭文, chairman of the Securities and Investment Trust & Consulting Association, attended a green finance forum and said Taiwan now has 515 offshore wind turbines, with green energy assets entering their operational phase. The government will pursue a “connect, transform and de-risk” strategy, guiding funding away from bank project finance toward securitized instruments such as REITs to activate the supply of long-term capital.
Facts
A total of 515 offshore wind turbines have been built across Taiwan.
賴建信 outlined 3 strategies for green energy asset financial planning: connect, transform and de-risk.
尤昭文 recommended that green energy assets shift toward securitization instruments involving insurance funds, pension funds and investment trust companies.
Fitch Ratings said stable operating wind farms should use refinancing appropriately to allow construction-phase capital to exit.
李靜婷, deputy general manager of 中國信託商業銀行, stressed the need for standardized valuation mechanisms and a secondary market to facilitate the transfer of green energy assets.
Marvell and Lumentum Shareholders Slam Merger Agreement; Trader Calls It a “Junk Offer”
Published ・ Source Taiwan | 鉅亨網
Marvell announced an all-stock acquisition of Lumentum, but the deal was slammed by the market as a junk offer amid concerns over the insufficient premium, lengthy closing period and integration risks. Shares in both companies plunged.
Facts
Marvell announced an all-stock acquisition of Lumentum, sending shares in both companies sharply lower.
Lumentum shares plunged 18.6% to US$684.40, making it the S&P 500’s worst-performing component of the day.
Marvell shares fell 12.7%, marking their steepest 3-day decline since October 2000.
The deal is not expected to close until the first half of 2028, a timeline traders criticized as lengthy.
Marvell CEO Matt Murphy said the combined company would work with hyperscale cloud customers.
Needham analysts questioned the claim that the merger could save US$1 billion in product costs.
Approval from Chinese regulators is seen as the biggest uncertainty surrounding the merger.
Real Estate: Mortgage Funding Tight; Brokers Say Rates for Second-Home Loans Start at 3%, with Some Banks Not Accepting Applications
Published ・ Source Taiwan | 鉅亨網
A survey by 永慶房屋 found that mortgage funding remains tight due to banks’ funding costs and liquidity management. First-time buyers face rising rates and some banks suspending applications, while second-home buyers generally face high hurdles and rates. Buyers are advised to confirm disbursement schedules in advance to avoid risks.
Facts
Original央行在9月針對第二戶房貸貸款成數進行調整，由原來的6成放寬至7成。
According to a 永慶房屋 survey, mortgage rates for first-time buyers at state-owned banks start at 2.5% to 2.6%.
Rates for first-time buyer mortgages at some private banks have topped 3%, and some banks have stopped accepting first-time buyer applications.
For second-home loans, rates at banks willing to lend—whether state-owned or private—start at 3%.
陳金萍, deputy manager of 永慶房屋’s research and development center, said banks remain generally cautious and the effects of policy easing have yet to become apparent in the short term.
信邦 October Revenue Hits NT$3.388 Billion, Setting Monthly Record for 7th Consecutive Month
Published ・ Source Taiwan | 鉅亨網
信邦(3023-TW) reported October revenue of NT$3.388 billion, setting a monthly record for the 7th consecutive month. Revenue for the first 10 months rose 16.89% year over year. Strong demand in the automotive and electronic peripherals markets, along with the company’s growing presence in emerging fields such as semiconductors and robotics, is expected to drive its next wave of growth.
Facts
信邦’s October revenue was NT$3.388 billion, setting a monthly record for 7 consecutive months.
信邦’s October revenue rose 1.19% month over month and 32% year over year.
信邦’s revenue for the first 10 months totaled NT$30.572 billion, up 16.89% year over year.
信邦’s October sales in the automotive segment rose 47.04% from September.
Production and sales of cable assemblies accounted for 78.41% of 信邦’s consolidated revenue.
Industrial applications accounted for 37.07% of 信邦’s consolidated revenue.
Among MAGIC’s 5 major industries, 信邦’s industrial applications segment grew 39.72% in the first 10 months.
〈Real Estate〉Yonghe Dingxi’s 5.6-hectare public urban renewal project takes major step forward; 漢皇集團 signs deal to develop 1,400 homes in Zone A
Published ・ Source Taiwan | 鉅亨網
漢庭營造, a subsidiary of 漢皇集團, signed an agreement with 新北住都中心 today, securing the implementer role for the public urban renewal project in Zone A of Yonghe Dingxi. The project plans 1,400 homes, with 日本三菱地所設計 leading the design. Mayor Hou You-yi witnessed the signing and called for faster development of Zones B and C.
Facts
漢庭營造, a subsidiary of 漢皇集團, today (3) signed an implementer contract with 新北市住宅及都市更新中心 for the “New Taipei City Public Urban Renewal Project in the Area Around Dingxi MRT Station (Zone A).”
New Taipei City Mayor Hou You-yi attended and witnessed the signing ceremony in person, and called for the urban renewal plans for Zones B and C to be accelerated.
日本三菱地所設計 will serve as the overall architectural development design team for the Zone A urban renewal project.
The Yonghe Dingxi public urban renewal project is located west of Exit 2 of Dingxi MRT Station and covers a total area of 5.6 hectares.
Zone A is planned to comprise a 35-story residential building above ground and 6 basement levels, with about 1,400 homes in total. It is expected to generate asset value of more than NT$40 billion.
An agreement was signed first for about 1.6 hectares in Zone A; Zones B and C cover nearly 4 hectares combined.
汎銓 joins forces with Japanese firm 安立知 to tap CPO high-speed interconnect opportunities
Published ・ Source Taiwan | 鉅亨網
汎銓 announced that it had signed a global cooperation agreement with 安立知, combining their silicon photonics optical-loss detection and high-speed optoelectronic measurement technologies to develop a next-generation integrated measurement platform and tap opportunities in the AI data center and CPO markets.
Facts
汎銓 (6830-TW) and Japanese firm 安立知 (Anritsu) announced on the 3rd that they had signed a global cooperation agreement.
The two companies will combine 汎銓’s silicon photonics optical-loss detection, fault location and image mapping (Mapping) technologies with 安立知’s high-speed optoelectronic signal measurement capabilities.
The goal of the partnership is to jointly develop a next-generation integrated silicon photonics measurement platform, targeting the AI data center, CPO and high-speed optical interconnect markets.
The partnership’s core equipment is 汎銓’s proprietary MSS HG silicon photonics optical-loss detection system.
安立知 offers an optoelectronic network analysis platform that can analyze the E/O and O/E characteristics of components such as optical modulators, lasers, optical receivers and optical transceiver modules.
安立知’s BERT platform supports NRZ, PAM4 and high-speed signal integrity analysis.
MSS HG complements conventional optoelectronic measurement equipment, enabling users to trace an anomaly to the actual location of optical loss inside a chip.
汎銓 expects AI computing chips to gradually adopt CPO and higher-speed optical interconnect architectures, driving continued growth in demand for automation, multiple channels, high-speed signals and optical-loss localization.
〈合勤控 earnings call〉Drone communication modules begin limited shipments; Wi-Fi 8 and 50G PON to follow next year
Published ・ Source Taiwan | 鉅亨網
合勤控 said at an investor conference that new products including Wi-Fi 8, 50G PON and drone communication modules will drive growth next year. It also plans to expand capacity in Vietnam next year to meet international market demand.
Facts
合勤控 has begun limited shipments of its drone communication modules.
合勤控 expects to begin shipping Wi-Fi 8 products next year.
合勤控 has completed development of OLT and ONT hybrid-mode products for 50G PON.
合勤控’s defense-related revenue grew 88% year over year in the first three quarters.
合勤控’s Vietnam manufacturing base is expected to officially join its capacity expansion efforts next year.
合勤控 received recognition as the prpl Foundation alliance’s top contributor.
合勤控’s subscription-based software licensing services have maintained high-double-digit annual growth.
〈合勤控 earnings call〉Q3 profit reaches NT$470 million, down quarter over quarter and year over year; EPS of NT$1.15; surging memory prices slow major customers’ orders
Published ・ Source Taiwan | 鉅亨網
合勤控 benefited from growth in its defense business and emerging markets in the third quarter, with cumulative profit up 141% year over year. However, soaring memory costs slowed orders from major customers during the quarter, and net profit after tax fell 8.6% quarter over quarter to NT$470 million. The company expects revenue to rise quarter over quarter in the fourth quarter, supported by revenue recognition from defense tenders and steady demand from small and midsize customers.
Facts
合勤控 reported third-quarter net profit after tax of NT$470 million and earnings per share of NT$1.15.
合勤控 reported third-quarter revenue of NT$7.75 billion, down 11.4% quarter over quarter and up 20.8% year over year.
合勤控’s cumulative revenue for the first three quarters was NT$22.82 billion, up 16.2% year over year.
Broadband equipment accounted for 76% of total revenue in the first three quarters, up 10% from the same period last year.
Emerging markets and the Asia-Pacific region accounted for 42% in the first three quarters, up sharply by 88% from the same period last year.
The vast majority of other product categories are related to domestic defense business, encompassing 三 core technologies, including anti-jamming secure communications.
ESCAPE.ID celebrates surpassing 200,000 members with a “20 Consecutive Days of Giveaways” event starting Nov. 1! Prizes include iPhoneDuo, Switch2, paired dining vouchers for Michelin-listed restaurants, special puzzle-solving challenges, and other premium prizes for the discerning!
Published ・ Source Japan | PR TIMES
ESCAPE Corporation will hold its “20 Consecutive Days of Giveaways” event from Nov. 1 to Nov. 20, 2026, to celebrate the membership of ESCAPE.ID, which it operates, surpassing 200,000. Prizes include iPhone Duo and Nintendo Switch 2, with interactive campaigns offering prize upgrades based on repost counts on the official X account and increased chances of winning by replying.
Exclusive live stream on U-NEXT of the Ariake Arena performance of “BALLISTIK BOYZ ARENA LIVE 2026 ‘BEAT BLAST Z’ ～Our Place～” confirmed!
Published ・ Source Japan | PR TIMES
株式会社U-NEXT announced that it will exclusively livestream on Dec. 29 the performance of “BALLISTIK BOYZ ARENA LIVE 2026 ‘BEAT BLAST Z’ ～Our Place～,” held at Ariake Arena in Tokyo on Nov. 3.
Facts
Formed by seven members
Enjoy more than 500,000 movies, dramas, anime titles, and more
Also streams more than 1.37 million manga and books
Koresawa announces special live “おめかしツアー vol.2 The Garden,” touring with a string quartet and piano!
Published ・ Source Japan | PR TIMES
Singer-songwriter Koresawa announced that she will tour with a string quartet and piano starting in April 2027 for the special live “おめかしツアー vol.2 The Garden.” The event will be held for the first time in about 8 years, with “White” and “Flower” as the dress code. Advance ticket sales opened on Nov. 3.
Wakatake no Mori Wakayama Farm | “Bamboo Winter Lights 2026,” marking 10 years since the start of its tourism business, lights up starting Saturday, Nov. 28
Published ・ Source Japan | PR TIMES
Wakatake no Mori Wakayama Farm, operated by 株式会社ワカヤマファーム, will hold “Bamboo Winter Lights 2026” starting Nov. 28, 2026, to mark 10 years since the launch of its tourism business. An anniversary ceremony and illumination ceremony will be held on opening day, featuring singer SINON, the traditional Japanese music group Goningumi, and performances by 日光江戸村.
Facts
Marks 10 years this winter since launching its tourism business
Held from Saturday, Nov. 28, 2026, through Sunday, Feb. 28, 2027
UPDF 3.0 unveiled—connecting “creation, editing and signing” to support everyday document work
Published ・ Source Japan | PR TIMES
Superace Software Technology Co., Ltd. released a new version of its PDF solution, “UPDF 3.0,” offering document creation, editing and signing, along with AI-powered support.
ウィーネスオンライン個別塾, operated by 株式会社Weness, announced that 3 students passed the first selection for 2027 Nihon University internal admissions to the School of Medicine’s Department of Medicine, 9 to the Department of Veterinary Medicine and 9 to the College of Art.
Facts
3 students in the School of Medicine’s Department of Medicine
9 students in the Department of Veterinary Medicine
Bringing Japanese music to the world! Overseas showcase concert “matsuri” makes its European debut! Taking place at Outernet Live in London, UK, on Monday, Dec. 14, 2026.
Published ・ Source Japan | PR TIMES
The overseas showcase concert “matsuri ‘26: Japanese Music Experience LONDON,” organized by “MUSIC WAY PROJECT,” a collaborative project by 一般社団法人カルチャー アンド エンタテインメント産業振興会 (CEIPA) and TOYOTA GROUP, will be held at Outernet Live in London, UK, on Dec. 14, 2026. The 3 acts performing are 羊文学, きゃりーぱみゅぱみゅ and おとぼけビ〜バ〜.
OrcaRouter launches Orca Connect E2E, an end-to-end encrypted inference service
Published ・ Source Japan | PR TIMES
FlashLabs株式会社 has launched Orca Connect E2E, a new feature for OrcaRouter, an AI inference gateway developed by U.S. AI research institute Continuum AI. The feature lets users expose AI models running on local GPUs as secure shared APIs and includes end-to-end encryption of prompts and responses.
Second wave of performers announced! “TBSラジオ 75th Anniversary Grand Celebration: The Finale! — The After-Party Is Here — produced by アフター6ジャンクション2”
Published ・ Source Japan | PR TIMES
TBSラジオ has announced Kyoko Koizumi, Tamio Akae, members of 紫芍薬歌劇団 and others as the second wave of performers for its 75th Anniversary Grand Celebration, to be held at Tokyo International Forum on February 11, 2027.
NURVIS, an AI agent for nurses, wins the Platinum Challenging Award at the 14th Platinum Awards
Published ・ Source Japan | PR TIMES
株式会社peaceful announced that its initiative involving NURVIS, a wearable AI agent for nurses, won the Platinum Challenging Award at the 14th Platinum Awards. The awards ceremony will be held on November 5, 2026.
[TAC Civil Service Exams] Online seminar on “How to choose your target positions and study effectively—even starting in the fall” on 11/10 (Tuesday)!
Published ・ Source Japan | PR TIMES
TAC株式会社 will hold an online seminar on November 10 for people considering civil service exams, titled “How to choose your target positions and study effectively—even starting in the fall.”
[¥12,440 off from November 4] Cearvol Wave, the top-of-the-line smart hearing amplifier, gets a major price cut on Amazon and 楽天市場! Available at the new price of ¥49,800 (20% off)
Published ・ Source Japan | PR TIMES
Smart hearing amplifier brand Cearvol has cut the price of its flagship model, Cearvol Wave, by about 20%, from ¥62,240 to ¥49,800, effective November 4, 2026, and launched it on Amazon and 楽天市場.
Facts
¥12,440 off
Previous price: ¥62,240
Effective November 4, 2026
Companies mentioned：UNICE Intelligent Medical Shenzhen Co.,Ltd.、Cearvol、Amazon、楽天市場
[YORISOI's Original Analysis] Report released on “Career development in the age of job changes,” examining reasons for changing jobs and the number of job changes
Published ・ Source Japan | PR TIMES
株式会社YORISOI has released an analytical report on career development in the age of job changes, based on publicly available materials from 厚生労働省, マイナビ and others. Comparing data from 2022 and 2025, it examines the rising proportion of people with 1–2 prior job changes, gender differences in reasons for leaving jobs, and the importance of expertise and portable skills.
EXHIBITION | First showing of KADONE's steel product collection for desktops
Published ・ Source Japan | PR TIMES
株式会社マウンテック will exhibit at Messe Nagoya 2026 to mark its 80th anniversary. It will unveil concept models from Desk Building Collection, the first everyday-goods collection by its KADONE brand.
Facts
Approaching its 80th anniversary
Messe Nagoya 2026
Founded in 1948 by a welding craftsman in postwar Aichi
Just ahead! 25th-anniversary Dream Yosakoi Festival: Popular paid grandstand seats on sale in limited quantities‼︎ “Toward a socially minded Tokyo festival 10 steps ahead”
Published ・ Source Japan | PR TIMES
The 25th-anniversary Dream Yosakoi Festival, co-hosted by 東京都, will be held on November 7 and 8, 2026, in Odaiba and other locations. Popular paid grandstand seats are on sale. About 6,000 dancers will take part, with special programs including a collaboration with Tokyo Aqua Symphony and projection mapping.
Facts
25th
about 6,000 dancers
attendance of about 1,000,000
A total of about 100 dance teams from across Japan
VIP special photography seats: ¥9,091 (before tax)