# AI News 180m Report｜2026-11-03 18:00–21:00 JST｜Page 2 of 3

One place for news and notices from 2 countries/regions: Taiwan, 182 items from 4 sources; Japan, 29 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Ministry of National Defense: Operational links shifting from linear “kill chain” to “kill web”

- Published: 2026-11-03T19:33:14+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611030283.aspx
- Article page: https://ainews.idaeo.ai/a/4513096-en.html
- anchor: #n3719361

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.

Facts:
- June this year
- 1151103

## 藥華藥's ET indication approved in multiple regions; European patients await broader access

- Published: 2026-11-03T19:33:12+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030282.aspx
- Article page: https://ainews.idaeo.ai/a/4513095-en.html
- anchor: #n3719362
- Companies mentioned: 藥華藥、AOP Health、中央社

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.

Facts:
- About 50 countries worldwide
- 2019
- 2009
- Since 2018

## Taiwan stocks plunge 1,612 points; 金管會 says decline falls within range of major Asian markets

- Published: 2026-11-03T19:32:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030281.aspx
- Article page: https://ainews.idaeo.ai/a/4513097-en.html
- anchor: #n3719363
- Companies mentioned: 中央社、金管會、證期局、證交所、櫃買中心

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.

Facts:
- Down 1,612.60 points
- Down 3.59%
- Closed at 43,307.54 points
- Trading value of NT$928.058 billion
- South Korea down 3.78%
- Shanghai Composite down 1.39%
- Singapore down 0.59%
- Hong Kong up 0.37%
- Price-to-earnings ratio of 26.68 times
- Cash dividend yield of 1.54%
- Revenue of NT$49.89 trillion
- Up 38.21% from the same period last year

## Sports Village and Neighborhood certification awards; 運動部 hopes to continue partnerships to promote sports for all

- Published: 2026-11-03T19:29:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202611030280.aspx
- Article page: https://ainews.idaeo.ai/a/4513098-en.html
- anchor: #n3719364
- Companies mentioned: 中央社、運動部全民運動署、運動部

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

## 精測 and 南電 post record October revenue as AI applications gain momentum

- Published: 2026-11-03T19:28:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030279.aspx
- Article page: https://ainews.idaeo.ai/a/4513099-en.html
- anchor: #n3719365
- Companies mentioned: 中華精測、精測、南電

中華精測 and 南電 both posted record October revenue, benefiting from strong demand for AI applications and advanced processes.

Facts:
- NT$702 million
- Up 7.7% month over month
- Up 72.7% from the same period in 2025
- For 8 consecutive months
- 精測's consolidated revenue for the first 10 months totaled NT$5.604 billion
- Up 39.5% year over year
- 南電 reported preliminary October revenue of about NT$6.289 billion
- Up 12.59% month over month
- Up 69.67% year over year
- Preliminary revenue for the first 10 months totaled NT$47.42 billion
- Up 44.95% year over year
- 人工智慧AI應用業績占比已超過5成

## Package addressed to “習近平” found on Taroko Express; 台鐵 reports incident to police

- Published: 2026-11-03T19:22:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030278.aspx
- Article page: https://ainews.idaeo.ai/a/4513085-en.html
- anchor: #n3719218
- Companies mentioned: 台鐵、鐵路警察

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.

Facts:
- Two boxes were found today
- A report was received at 12:46 p.m. today
- 鐵路警察 confirmed and reported back at 1:26 p.m.

## 融程電 posts record first-three-quarter net profit; EPS reaches NT$6.71

- Published: 2026-11-03T19:12:01+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030277.aspx
- Article page: https://ainews.idaeo.ai/a/4513070-en.html
- anchor: #n3719216
- Companies mentioned: 融程電、中央社

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
- Up 35.2% year over year

## Taipei finds 36% of fresh produce samples noncompliant; white radishes top list with 6 cases

- Published: 2026-11-03T19:08:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030276.aspx
- Article page: https://ainews.idaeo.ai/a/4513074-en.html
- anchor: #n3719217

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
- Fines of up to NT$200 million
- Retailers may be fined at least NT$30,000
- Fines of up to NT$3 million

## Asked whether he will campaign alongside 蔣萬安, 柯文哲 says 民眾黨's election prospects come first

- Published: 2026-11-03T19:07:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611030275.aspx
- Article page: https://ainews.idaeo.ai/a/4513051-en.html
- anchor: #n3719210
- Companies mentioned: 中央社、民眾黨、民眾黨中央黨部

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.
- (Editor: Li Xizhang) 1151103

## 信錦 earns NT$1.67 per share in first 3 quarters, sees new growth from low-Earth-orbit satellites

- Published: 2026-11-03T19:07:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030274.aspx
- Article page: https://ainews.idaeo.ai/a/4513052-en.html
- anchor: #n3719211
- Companies mentioned: 信錦、中央社

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: 2026-11-03T19:03:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611030273.aspx
- Article page: https://ainews.idaeo.ai/a/4513016-en.html
- anchor: #n3719206
- Companies mentioned: 中央社、北市府、新工處

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.

Facts:
- Injuring 4 people
- A total of 4 complaints were filed
- 市民專線1999

## 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: 2026-11-03T18:59:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030272.aspx
- Article page: https://ainews.idaeo.ai/a/4513015-en.html
- anchor: #n3719207
- Companies mentioned: 台肥、全民土石方資源堆置處理場、國際土石方資源有限公司

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.

Facts:
- 2023
- 2024
- 1151103

## 花蓮衛生局 chief removed after refusing to mobilize for election? NTU medical colleague voices support

- Published: 2026-11-03T18:58:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030271.aspx
- Article page: https://ainews.idaeo.ai/a/4513018-en.html
- anchor: #n3719208
- Companies mentioned: 中央社、國民黨、花蓮衛生局、台大兒童醫院、疾管署、花蓮慈濟醫院

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.

Facts:
- Taipei, 3rd (dispatch)
- 1151103

## Taichung Prefectural Hall renovation completed; city government meeting held there to mark historic building

- Published: 2026-11-03T18:57:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030270.aspx
- Article page: https://ainews.idaeo.ai/a/4513020-en.html
- anchor: #n3719209
- Companies mentioned: 中央社、台中市文化局

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
- 規劃約4成空間作為展覽及市民活動場域

## Miaoli prosecutor Peng Yu-ching wins Golden Ring Award for investigating illegal dumping case involving nearly NT$400 million

- Published: 2026-11-03T18:57:44+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030269.aspx
- Article page: https://ainews.idaeo.ai/a/4512876-en.html
- anchor: #n3719145
- Companies mentioned: 中央訊息、環境部環境管理署、法務部調查局、苗栗縣警察局、彰化縣警察局、中央社

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.

Facts:
- Nearly NT$400 million
- 49 people indicted
- Covering an area of 33,933 square meters
- A total of 39 vehicles
- More than NT$120 million
- NT$24 million in cash

## Tong Tzu-wei proposes introducing bike-sharing; Hsieh Kuo-liang: We will work to make a difference for residents

- Published: 2026-11-03T18:52:42+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030268.aspx
- Article page: https://ainews.idaeo.ai/a/4512838-en.html
- anchor: #n3719081
- Companies mentioned: 中央社、YouBike

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.

Facts:
- Hsieh Kuo-liang’s 12 projects

## 華邦電通過731億元資本支出 高雄新廠擬12/29動工

- Published: 2026-11-03T18:51:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030266.aspx
- Article page: https://ainews.idaeo.ai/a/4512839-en.html
- anchor: #n3719082
- Companies mentioned: 華邦電、中央社

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: 2026-11-03T18:48:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030265.aspx
- Article page: https://ainews.idaeo.ai/a/4512840-en.html
- anchor: #n3719083
- Companies mentioned: 桃園大眾捷運公司、京急電鐵、京濱急行電鐵株式會社、京成電鐵、南海電鐵、阪神電鐵、東京單軌電車、仁川機場快線、新加坡SMRT地鐵

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.

Facts:
- The 8th international partner
- Since beginning operations in 2017

## Saudi Arabia faces repeated attacks; 2027 Asian Cup to kick off in December after postponement

- Published: 2026-11-03T18:46:33+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202611030264.aspx
- Article page: https://ainews.idaeo.ai/a/4512831-en.html
- anchor: #n3719079
- Companies mentioned: 中央通訊社、亞洲足球聯盟、亞足聯、法新社、青年運動、國際足球總會、FIFA

亞洲足球聯盟宣布，因沙烏地阿拉伯頻遭葉門叛軍攻擊導致區域局勢特殊，原訂2027年1月舉行的亞足聯亞洲盃將延期至2027年12月23日至2028年1月21日舉行，新賽期待國際足球總會核准。

Facts:
- January 2027
- Postponed until December next year
- January 7 to February 5 next year
- December 23, 2027 to January 21, 2028

## AI concerns resurface, putting tech stocks under pressure; Asian markets mostly fall

- Published: 2026-11-03T18:46:31+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030263.aspx
- Article page: https://ainews.idaeo.ai/a/4512830-en.html
- anchor: #n3719080
- Companies mentioned: 中央社、法新社、華爾街、亞馬遜、Amazon、Alphabet、Meta、微軟、Microsoft、蘋果、Apple、Anthropic、SK海力士、SK Hynix、三星電子、Samsung Electronics

受AI投資疑慮及財報影響，華爾街科技股面臨賣壓，亞股收盤跌多漲少。

Facts:
- Quarterly revenue surged by more than 1100%
- Spending commitments of nearly US$900 billion
- The Nasdaq Composite fell nearly 1.1% yesterday
- SK海力士（SK Hynix） and 三星電子（Samsung Electronics） plunged more than 5% and 4%, respectively
- The KOSPI (Korea Composite Stock Price Index) fell more than 3%

## Residential electricity rates below levels from 20 years ago; 台電 union urges legislature to back supplementary budget

- Published: 2026-11-03T18:41:29+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030262.aspx
- Article page: https://ainews.idaeo.ai/a/4512816-en.html
- anchor: #n3719077
- Companies mentioned: 台電、中央社

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
- A cumulative total of about NT$1.1 trillion
- Invested about NT$171.8 billion

## 外資出逃股匯雙殺 新台幣重貶1.68角爆史上第4大量

- Published: 2026-11-03T18:39:27+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030261.aspx
- Article page: https://ainews.idaeo.ai/a/4512819-en.html
- anchor: #n3719078
- Companies mentioned: 中央社、台北外匯市場、元太外匯市場

外資大舉撤出導致台股與新台幣雙重下跌，台股收盤跌1612.60點創歷史第7大跌，新台幣收在32.76元貶值1.68角，匯市成交量達52.755億美元為史上第4大量。

Facts:
- Closed down 1,612.60 points
- Closed at 32.76
- Still down 1.68 jiao
- Continued selling NT$107.306 billion in Taiwan stocks today
- Cumulative outflows exceed NT$360 billion
- Hit a low of NT$32.86
- Total trading value surged to US$5.2755 billion

## Double 11 cross-border online shoppers urged to check import and export regulations; EZ Way offers lookup service

- Published: 2026-11-03T18:36:25+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030260.aspx
- Article page: https://ainews.idaeo.ai/a/4512808-en.html
- anchor: #n3719073
- Companies mentioned: EZ Way易利委、關貿網路股份有限公司、EZ Way APP

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

## Taoyuan school walking path work ahead of schedule; 120 sites expected to be completed by year-end

- Published: 2026-11-03T18:36:17+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030244.aspx
- Article page: https://ainews.idaeo.ai/a/4512797-en.html
- anchor: #n3719072
- Companies mentioned: 中央社、桃園市政府航空城工程處

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
- Total project funding is about NT$46 million

## SinoPac Bank hit by mass unauthorized transfers; 金管會: 419 people affected, more than NT$40 million transferred

- Published: 2026-11-03T18:34:23+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030259.aspx
- Article page: https://ainews.idaeo.ai/a/4512792-en.html
- anchor: #n3719068
- Companies mentioned: 永豐銀行、金管會、台北富邦銀行、刑事警察局

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: 2026-11-03T18:33:21+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611030258.aspx
- Article page: https://ainews.idaeo.ai/a/4512794-en.html
- anchor: #n3719069
- Companies mentioned: 舍弗勒集團、Schaeffler、中央社

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.

Facts:
- Nearly 3,500 jobs to be cut
- 5 sites to close
- 3,460 job cuts
- 3/4
- 4
- By 2028
- Nearly 110,000 employees
- 3%
- Starting in 2030
- About 300 million euros
- About US$336 million

## Hong Kong government: exports accelerate, domestic demand remains steady; economy grows 5.2% in Q3

- Published: 2026-11-03T18:31:18+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202611030257.aspx
- Article page: https://ainews.idaeo.ai/a/4512793-en.html
- anchor: #n3719070

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
- Growth was 4.2% in Q2

## Mostly cloudy to sunny on 11/4; northeast monsoon arrives after nightfall on the 5th, with lows reaching 21 degrees

- Published: 2026-11-03T18:29:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030245.aspx
- Article page: https://ainews.idaeo.ai/a/4512795-en.html
- anchor: #n3719071
- Companies mentioned: 中央社、中央氣象署、氣象署

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
- Lows around Taiwan will be about 21 to 25 degrees
- Highs in the north will be about 22 to 24 degrees

## Another doctor at 台中榮總 allegedly stood in for a surgeon; hospital: relevant materials sent to investigators

- Published: 2026-11-03T18:26:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030243.aspx
- Article page: https://ainews.idaeo.ai/a/4512784-en.html
- anchor: #n3719067
- Companies mentioned: 台中榮總、中央社、台中地方法院、中檢、政風室、台中市政府衛生局、衛生福利部

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
- suspended sentence of 4 years
- Cheng Wen-yu 1 year 2 months

## Nantou Suili Township chief candidate held banquet; released on NT$100,000 bail over alleged election law violation

- Published: 2026-11-03T18:19:47+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611030242.aspx
- Article page: https://ainews.idaeo.ai/a/4512726-en.html
- anchor: #n3719064

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
- The constituency has only 19 village chiefs

## Scaffolding collapse during demolition of old Beitou Market injures 4; Taipei to expand construction site inspections

- Published: 2026-11-03T18:10:43+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611030241.aspx
- Article page: https://ainews.idaeo.ai/a/4512688-en.html
- anchor: #n3719062
- Companies mentioned: 台北榮總、振興醫院、中央社、台北市土木技師公會、台北市結構技師公會

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.

Facts:
- 4 people injured
- Each fined a maximum of NT$90,000
- NT$180,000 in total
- Fines of NT$50,000 to NT$450,000
- A NT$2.5 million fine

## Catcher Chen Chung-yu likely to stay on a multiyear deal; 獅隊 manager: agreement largely reached

- Published: 2026-11-03T18:09:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202611030240.aspx
- Article page: https://ainews.idaeo.ai/a/4512693-en.html
- anchor: #n3719063
- Companies mentioned: 中央通訊社、中央社、中職、統一7-ELEVEn獅隊、獅隊

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.

Facts:
- His 3rd Best Nine catcher award
- 31-year-old catcher Chen Chung-yu

## Russia says it shot down 856 enemy drones; Yaroslavl refinery damaged

- Published: 2026-11-03T18:00:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611030239.aspx
- Article page: https://ainews.idaeo.ai/a/4512598-en.html
- anchor: #n3719049
- Companies mentioned: 中央社、路透社

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.

Facts:
- 856 enemy drones
- Two employees

## New Taipei's Sanzhi Library reopens with services for older adults and a cycling station

- Published: 2026-11-03T17:59:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611030238.aspx
- Article page: https://ainews.idaeo.ai/a/4512599-en.html
- anchor: #n3719050
- Companies mentioned: 中央社、新北市立圖書館

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
- Can accommodate about 40,000 books
- Designed with 2 floors

## ICC所長赤根智子於聯合國大會視訊報告 批美制裁妨礙司法

- Published: 2026-11-03T17:59:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611030237.aspx
- Article page: https://ainews.idaeo.ai/a/4512600-en.html
- anchor: #n3719051
- Companies mentioned: 國際刑事法院、ICC、中央社、日本時事通信社、日本放送協會、NHK、自民黨、國民民主黨、聯合國、聯合國大會、川普政府

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: 2026-11-03T17:59:32+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611030236.aspx
- Article page: https://ainews.idaeo.ai/a/4512601-en.html
- anchor: #n3719052
- 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

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

## Scaffolding collapses during demolition of Taipei's old Beitou Market, injuring 4; 士檢 opens investigation

- Published: 2026-11-03T17:59:30+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611030235.aspx
- Article page: https://ainews.idaeo.ai/a/4512603-en.html
- anchor: #n3719053
- Companies mentioned: 中央社、台北市消防局、台北市建管處、新工處、士林地檢署、士檢、北投警分局、台北市警察局北投分局

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.

Facts:
- 4 people injured
- 10:35 a.m.
- NT$2.5 million
- About 2 p.m.

## 達方 earns NT$0.82 per share in first 3 quarters; cautious about fourth-quarter memory shortage

- Published: 2026-11-03T17:57:27+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030234.aspx
- Article page: https://ainews.idaeo.ai/a/4512492-en.html
- anchor: #n3718987
- Companies mentioned: 達方、中央社

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
- Down 1.2% quarter over quarter
- Grew 9.4 times year over year
- Quarterly earnings per share of NT$0.31

## CPBL squad heads to Japan on the 10th for Asian baseball championship; Starlux art plane lends support

- Published: 2026-11-03T17:56:25+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611030233.aspx
- Article page: https://ainews.idaeo.ai/a/4512495-en.html
- anchor: #n3718988
- Companies mentioned: 星宇航空、味全龍、中信兄弟

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
- warm-up games are expected on the 7th and 8th
- Take 星宇航空 flight JX800

## 富世達 posts record earnings of NT$18.11 per share in third quarter; positive outlook for fourth quarter

- Published: 2026-11-03T17:54:23+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030232.aspx
- Article page: https://ainews.idaeo.ai/a/4512449-en.html
- anchor: #n3718923
- Companies mentioned: 富世達、輝達、NVIDIA、中央社

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
- Quarterly revenue of NT$4.502 billion
- Net profit after tax of NT$1.242 billion
- Third-quarter gross margin of 38.03%
- Reached 65.1% of company revenue

## 台灣美光's Lu Dong-hui: New compensation system to increase total pay by about 2.7 times

- Published: 2026-11-03T17:49:21+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611030231.aspx
- Article page: https://ainews.idaeo.ai/a/4512450-en.html
- anchor: #n3718924
- Companies mentioned: 台灣美光、美光、Micron、中央社

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%
- 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
- 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
- Profit growth of 2 times
- The bonus pool will grow by about 1.7 times

## Wall Street fears 'political gridlock' in Washington over the next 2 years, adding to tech stock selloff

- Published: 2026-11-03T20:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645302
- Article page: https://ainews.idaeo.ai/a/4513146-en.html
- anchor: #n3719375
- Companies mentioned: The Kobeissi Letter、Polymarket、Alphabet、Meta、Amazon、英特爾、ServiceNow、James Investment Research、摩根士丹利、Carson Investment Research、富達投資

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.
- 英特爾(INTC-US)與ServiceNow (NOW-US)等業者因財測失利出現歷史性重挫。
- 摩根士丹利策略師Mike Wilson將此次選舉視為能消除市場不確定性的「清算事件」。
- Since 1950, the S&P 500 has risen every time during the period from November after midterm elections through April of the following year.
- 富達投資數據顯示，1938年以來期中選舉後12個月標普500指數上漲機率高達95%。

## 中裕 pushes ahead with Phase 2b trial of long-acting HIV dual-antibody drug, expects interim results by year-end

- Published: 2026-11-03T19:55:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645221
- Article page: https://ainews.idaeo.ai/a/4513143-en.html
- anchor: #n3719376
- Companies mentioned: 中裕、中裕(4147-TW)

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.

## 〈華邦電 earnings call〉: Memory supply could be tighter next year than this year; NT$73.1 billion to expand Kaohsiung plant

- Published: 2026-11-03T19:50:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645310
- Article page: https://ainews.idaeo.ai/a/4513145-en.html
- anchor: #n3719377
- Companies mentioned: 華邦電

華邦電(2344-TW)於法說會宣布，因應記憶體供給吃緊及AI等新興應用需求，董事會通過731億元資本支出擴建高雄廠Module B，預計2030年產能完全開出。

Facts:
- 華邦電's board approved a NT$73.1 billion capital expenditure plan, primarily for the expansion of Kaohsiung Plant Module B.
- 華邦電 expects memory supply next year to be tighter than this year, with tight conditions continuing through 2028.
- 華邦電's Kaohsiung Module A plant is expected to raise monthly capacity to 24K by the end of this year, and maintain it at 24K in 2027 and 2028.
- 華邦電's Kaohsiung Module B plant is planned to have capacity of about 50K to 60K and use a 16-nanometer process.
- 華邦電 aims to begin limited shipments in the second half of 2029 and gradually ramp up to full capacity in 2030.
- 華邦電 expects 16-nanometer products to potentially account for more than 40% of revenue in the second half of next year.

## Marvell's acquisition of Lumentum brings optical and electrical integration; TrendForce says it could challenge Broadcom's leadership

- Published: 2026-11-03T19:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645381
- Article page: https://ainews.idaeo.ai/a/4513144-en.html
- anchor: #n3719378
- Companies mentioned: Marvell、Lumentum、TrendForce、Broadcom、NVIDIA、Cloud Light

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.

## 千億美元併購內幕曝光！傳邁威爾、Lumentum交易拍板前 先徵詢輝達黃仁勳意見並獲力挺

- Published: 2026-11-03T19:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644862
- Article page: https://ainews.idaeo.ai/a/4513142-en.html
- anchor: #n3719379
- Companies mentioned: 邁威爾、MRVL-US、Lumentum、LITE-US、輝達、NVDA-US、Fox Business

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.

## 營收速報 - 南亞科(2408)10月營收464.76億元年增率高達487.73％

- Published: 2026-11-03T19:21:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645383
- Article page: https://ainews.idaeo.ai/a/4513148-en.html
- anchor: #n3719380
- Companies mentioned: 南亞科、南亞科(2408-TW)

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.
- 南亞科's latest price was NT$411.

## U.S. pursues Myanmar peace talks to gain rare earth resources and counter China's influence

- Published: 2026-11-03T19:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645292
- Article page: https://ainews.idaeo.ai/a/4513149-en.html
- anchor: #n3719381

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.

## Foreign investors dump NT$107.3 billion, the eighth-largest net sell-off on record; active ETFs and 2 memory stocks targeted for cuts

- Published: 2026-11-03T19:16:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645326
- Article page: https://ainews.idaeo.ai/a/4513150-en.html
- anchor: #n3719382
- Companies mentioned: 華邦電、力積電、南亞、凱基金、群創、華新、大同、南亞科、台塑、台積電、台玻、華航、長榮航、中鋼、寶成、台泥、兆豐金、聯電、統一、和益、國巨、台塑化、欣興、南茂、光寶科、仁寶、正新、和碩、中信金、台新新光金、國泰金、玉山金、富邦金、華南金、日月光、廣達、元大、中信、復華、國泰

外資今日大舉賣超1073.07億元，創史上第八大賣超紀錄，連續4日賣超並減碼主動式ETF及記憶體股。投信則連16日買超，偏愛金融股。受法人籌碼影響，台股收盤大跌1612.6點至43307.54點，失守4萬4關卡。

Facts:
- Foreign investors sold a net NT$107.307 billion today, the eighth-largest net sell-off on record.
- Foreign investors cut their holdings of 00406A 中信 Taiwan Income by 164,000 lots, making it the day's top net-selling stock.
- Foreign investors sold heavily, offloading 36,000 lots of 華邦電 and 33,000 lots of 力積電.
- Investment trusts were net buyers of NT$19.905 billion today, marking their 16th consecutive day of net buying.
- Taiwan stocks plunged 1,612.6 points at today's close, ending at 43,307.54.

## 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: 2026-11-03T19:07:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645294
- Article page: https://ainews.idaeo.ai/a/4513151-en.html
- anchor: #n3719383
- Companies mentioned: 華邦電、華邦電(2344-TW)

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.

## 精誠取得微軟一專長認證 助攻企業AI應用落地

- Published: 2026-11-03T19:00:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645211
- Article page: https://ainews.idaeo.ai/a/4512848-en.html
- anchor: #n3719084
- Companies mentioned: 精誠、微軟

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:
- 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.
- 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.

## 研調：全球智慧機市場第三季營收年增3% 蘋果創同期新高

- Published: 2026-11-03T18:59:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645212
- Article page: https://ainews.idaeo.ai/a/4512852-en.html
- anchor: #n3719085
- Companies mentioned: Counterpoint Research、蘋果、三星、小米、OPPO、vivo

Counterpoint Research報告指出，2026年第三季全球智慧手機營收達1,140億美元，年增3%，主因高階機型與記憶體成本推升ASP至442美元。蘋果營收佔比達50%創新高，三星次之，中國品牌表現兩極。

Facts:
- Global smartphone market revenue reached $114.0 billion in the third quarter of 2026, up 3% year over year.
- The global average selling price (ASP) of smartphones rose 27% year over year to $442, a quarterly record.
- 蘋果第三季智慧型手機營收年增17%，占全球市場營收50%。
- The wholesale average selling price of the iPhone exceeded $1,000 for the first time in a third quarter.
- 三星以19%的營收市占率排名第二，營收年增14%。
- Revenue at OPPO and vivo fell 26% and 22% year over year, respectively.
- Counterpoint Research expects pressure from memory costs to ease gradually only by 2028.

## 〈達方法說〉AI摘要2026/11/3

- Published: 2026-11-03T18:55:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645209
- Article page: https://ainews.idaeo.ai/a/4512849-en.html
- anchor: #n3719086
- Companies mentioned: 達方、Grofa、佺璟、海昌、達宇

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: 2026-11-03T18:52:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645201
- Article page: https://ainews.idaeo.ai/a/4512851-en.html
- anchor: #n3719087
- Companies mentioned: 達方、詠業、Grofa、佺璟、達宇、海昌

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: 2026-11-03T18:48:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645298
- Article page: https://ainews.idaeo.ai/a/4512855-en.html
- anchor: #n3719088
- Companies mentioned: 麗臺、彬台、AMD、美光、台積電、鎧俠、甲骨文、Meta、Alphabet、蘋果、Anthropic、八大公股行庫、三菱電機、聯發科、輝達、Google

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.

Facts:
- 加權指數終場下跌1612.60點，收在43307.54點，成交量為9280.59億。
- 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.
- 鴻海將投資1,150億日圓取得三菱電機移動50%股權。

## Value buying opportunities emerge: buy growth stocks and stocks that have been unfairly beaten down

- Published: 2026-11-03T18:37:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645291
- Article page: https://ainews.idaeo.ai/a/4512850-en.html
- anchor: #n3719089
- Companies mentioned: 倫元投顧、摩根大通、飆股鑫天地、大師兄飆股鑫天地

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.

## Central banks worldwide are snapping up gold! Q3 purchases hit 321 tons, the highest since the end of 2024; China and Poland are the biggest buyers

- Published: 2026-11-03T18:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645036
- Article page: https://ainews.idaeo.ai/a/4512847-en.html
- anchor: #n3719090
- Companies mentioned: 世界黃金協會、WGC

世界黃金協會(WGC)發布報告顯示，全球央行於第3季淨買進黃金321噸，創2024年第4季以來新高。儘管金價受宏觀因素影響走弱，央行買盤依然強勁，其中中國與波蘭為最大買家。

Facts:
- Central banks worldwide made net gold purchases of 321 tons in the third quarter, the largest quarterly amount since the fourth quarter of 2024.
- Russia sold 19 tons of gold in the third quarter, making it the only major seller.
- 世界黃金協會將今年黃金投資需求預估從400噸下修至200噸。
- Global jewelry demand fell 17% to 313 tons in the third quarter, a record low for the period.

## 〈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: 2026-11-03T18:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645206
- Article page: https://ainews.idaeo.ai/a/4512853-en.html
- anchor: #n3719091

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.

## 盤中盯盤別忘了這功能 永豐金證「到價通知」觸發次數一度增逾5成

- Published: 2026-11-03T18:15:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645204
- Article page: https://ainews.idaeo.ai/a/4512854-en.html
- anchor: #n3719092
- Companies mentioned: 永豐金證券、永豐金證

永豐金證券表示，受外資調節與美股AI疑慮影響，市場避險情緒升溫。其APP「到價通知」功能10月使用熱度大增逾5成，投資人積極追蹤台股關鍵均線價位。

Facts:
- 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.

## 〈合勤控 earnings call〉 AI summary 2026/11/3

- Published: 2026-11-03T18:14:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645207
- Article page: https://ainews.idaeo.ai/a/4512856-en.html
- anchor: #n3719093
- Companies mentioned: 合勤科技、兆勤科技、prpl基金會、中科院

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: 2026-11-03T18:13:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645227
- Article page: https://ainews.idaeo.ai/a/4512857-en.html
- anchor: #n3719094
- Companies mentioned: 凱旭投顧、台積電

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: 2026-11-03T18:10:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645225
- Article page: https://ainews.idaeo.ai/a/4512858-en.html
- anchor: #n3719095
- Companies mentioned: 《經濟學人》、永誠資產管理處

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:
- 《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: 2026-11-03T18:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645004
- Article page: https://ainews.idaeo.ai/a/4512859-en.html
- anchor: #n3719096
- Companies mentioned: Alphabet、輝達、Marvell Technology、Lumentum、聯合航空、西南航空、嘉年華郵輪、Nationwide、Edward Jones

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%.

## 〈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: 2026-11-03T18:05:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645053
- Article page: https://ainews.idaeo.ai/a/4512860-en.html
- anchor: #n3719097
- Companies mentioned: 達方、Grofa

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: 2026-11-03T18:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645069
- Article page: https://ainews.idaeo.ai/a/4512460-en.html
- anchor: #n3718925
- Companies mentioned: 恩智浦、NXP、德州儀器、英飛凌、瑞薩、蔚來

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: 2026-11-03T17:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645200
- Article page: https://ainews.idaeo.ai/a/4512457-en.html
- anchor: #n3718926
- Companies mentioned: 沙烏地阿美、Saudi Aramco、PRefChem、國家石油公司PETRONAS、彭博、英國石油、BP、埃克森美孚、雪佛龍、Humain、Maaden

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: 2026-11-03T17:49:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645191
- Article page: https://ainews.idaeo.ai/a/4512456-en.html
- anchor: #n3718927
- Companies mentioned: 尖點科技、福邦證券

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: 2026-11-03T17:40:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645189
- Article page: https://ainews.idaeo.ai/a/4512461-en.html
- anchor: #n3718928
- Companies mentioned: 捷迅、捷迅(2643-TW)

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更新招股書揭驚人財務數字！背負近9000億美元算力支出

- Published: 2026-11-03T17:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644813
- Article page: https://ainews.idaeo.ai/a/4512459-en.html
- anchor: #n3718929
- Companies mentioned: Anthropic、亞馬遜、Google、SpaceX、Microsoft、Alphabet、OpenAI

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.
- Anthropic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: 2026-11-03T17:31:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645193
- Article page: https://ainews.idaeo.ai/a/4512462-en.html
- anchor: #n3718930
- Companies mentioned: 恒生指數、中國重汽、三一重工、三一國際、海底撈、攜程集團、蒙牛乳業、百勝中國、新濠國際發展、美高梅中國、牧原股份、中國太保、京東集團、網易、騰訊、聯想集團、曦智科技、中際旭創、建滔積層板、東山精密、中信證券

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: 2026-11-03T17:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6644361
- Article page: https://ainews.idaeo.ai/a/4512458-en.html
- anchor: #n3718931
- Companies mentioned: Wind、華福證券

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: 2026-11-03T17:29:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645192
- Article page: https://ainews.idaeo.ai/a/4512463-en.html
- anchor: #n3718932
- Companies mentioned: 永豐銀行、台北富邦銀行

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: 2026-11-03T17:21:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645061
- Article page: https://ainews.idaeo.ai/a/4512466-en.html
- anchor: #n3718933
- Companies mentioned: 義隆、雷虎、新馳

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: 2026-11-03T17:20:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645058
- Article page: https://ainews.idaeo.ai/a/4512467-en.html
- anchor: #n3718934
- Companies mentioned: 中華民國證券投資信託暨顧問商業同業公會、惠譽評級(Fitch Ratings)、中國信託商業銀行

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: 2026-11-03T17:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645042
- Article page: https://ainews.idaeo.ai/a/4512468-en.html
- anchor: #n3718935
- Companies mentioned: Marvell、Lumentum、The Arora Report、Needham、Cantor Fitzgerald、Counterpoint Research、William Blair、輝達(NVDA-US)、美國 FCC

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: 2026-11-03T17:18:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645048
- Article page: https://ainews.idaeo.ai/a/4512469-en.html
- anchor: #n3718936
- Companies mentioned: 永慶房屋

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:
- 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: 2026-11-03T17:15:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645059
- Article page: https://ainews.idaeo.ai/a/4512464-en.html
- anchor: #n3718937
- Companies mentioned: 信邦、信邦(3023-TW)

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: 2026-11-03T17:11:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645013
- Article page: https://ainews.idaeo.ai/a/4512470-en.html
- anchor: #n3718938
- Companies mentioned: 漢皇集團、漢庭營造、新北市住宅及都市更新中心、日本三菱地所設計

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: 2026-11-03T17:09:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645040
- Article page: https://ainews.idaeo.ai/a/4512471-en.html
- anchor: #n3718939
- Companies mentioned: 汎銓、安立知、Anritsu

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: 2026-11-03T17:09:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645049
- Article page: https://ainews.idaeo.ai/a/4512472-en.html
- anchor: #n3718940
- Companies mentioned: 合勤控、兆勤科技、prpl Foundation

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: 2026-11-03T17:06:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645037
- Article page: https://ainews.idaeo.ai/a/4512473-en.html
- anchor: #n3718941
- Companies mentioned: 合勤控、合勤

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.

## 堀込泰行 が 香坂みゆき「ニュアンスしましょ」をカバー！【サンミュージック・レコード リバイブプロジェクト】

- Published: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000047.000162727.html
- Article page: https://ainews.idaeo.ai/a/4513246-en.html
- anchor: #n3719505
- Companies mentioned: サンミュージック、サンミュージック・レコード、株式会社サンミュージックプロダクション、YOGEE NEW WAVES、FNCY、Tokimeki Records

サンミュージック・レコードのリバイブプロジェクト第五弾として、堀込泰行が香坂みゆきの「ニュアンスしましょ」をカバーし、11月11日に先行配信される。

Facts:
- Scheduled for advance release on Wednesday, Nov. 11
- From 0:00 on Wednesday, Nov. 4

## 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: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000191.000148619.html
- Article page: https://ainews.idaeo.ai/a/4513245-en.html
- anchor: #n3719504
- Companies mentioned: ESCAPE株式会社、ESCAPE.ID、Nintendo

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.

Facts:
- Membership surpasses 200,000
- From Sunday, Nov. 1, 2026
- Through Friday, Nov. 20
- 20 consecutive days
- 当選ポイントが２倍に
- ESCAPE.ID points: 2 million points

## 「ろあと海辺のお茶会 in キュアメイドカフェ」コラボカフェの開催＆グッズの販売が決定！

- Published: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000281.000044804.html
- Article page: https://ainews.idaeo.ai/a/4513243-en.html
- anchor: #n3719503
- Companies mentioned: 株式会社coly、アニメバコ、キュアメイドカフェ、CURE MAID CAFÉ、オノデンビル、ジーストア・アキバ、住友不動産麻布十番ビル、日本紅茶協会、東京証券取引所

株式会社colyが運営する「アニメバコ」は、海月雲ろあの新規描き下ろしイラストを用いたグッズ販売および期間限定コラボカフェ『ろあと海辺のお茶会 in キュアメイドカフェ』を2026年11月20日から12月6日まで開催することを発表した。

Facts:
- Friday, Nov. 20, 2026
- Dec. 6, 2026 (Sun.)
- 1,780 yen (tax included)
- 1,580 yen (tax included)
- 1,300 yen (tax included)
- 880 yen each (tax included)
- 864 yen each (tax included)
- 2,200 yen (tax included)
- 1,870 yen (tax included)
- 2,750 yen (tax included)
- 550 yen (tax included)
- 1,320 yen (tax included)
- 3,300 yen (tax included)
- 1,100 yen each (tax included)
- 6,050 yen (tax included)
- 19 億 1,030 万円
- February 2014
- 4175

## Exclusive live stream on U-NEXT of the Ariake Arena performance of “BALLISTIK BOYZ ARENA LIVE 2026 ‘BEAT BLAST Z’ ～Our Place～” confirmed!

- Published: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000003017.000031998.html
- Article page: https://ainews.idaeo.ai/a/4513242-en.html
- anchor: #n3719502
- Companies mentioned: 株式会社 U-NEXT、USEN＆U-NEXT GROUP、EXILE TRIBE、BALLY'S、LDH、Paravi、TBS、テレビ東京、株式会社U-NEXT HOLDINGS、GEM Partners

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: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000005173.000019470.html
- Article page: https://ainews.idaeo.ai/a/4513241-en.html
- anchor: #n3719501
- Companies mentioned: 日本コロムビア株式会社、RECO RECORDS、ハンズオン・エンタテインメント、DISK GARAGE、WESS、GIP、キョードー西日本、清水音泉、サンデーフォークプロモーション、コレパーク

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.

Facts:
- Starting in April 2027
- For the first time in about 8 years
- Today, Tuesday, Nov. 3 (national holiday)
- 19:00より
- ¥7,800 (tax included)
- ¥6,800 (tax included)

## The second immersive POP UP for Japan’s nationally beloved idol group Realpiece, “リアルピース DREAM IDOL,” opens Nov. 13, 2026!

- Published: 2026-11-03T20:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000006407.000018131.html
- Article page: https://ainews.idaeo.ai/a/4513244-en.html
- anchor: #n3719500
- Companies mentioned: 株式会社ヴィレッジヴァンガードコーポレーション、ヴィレッジヴァンガード、リアピ国

株式会社ヴィレッジヴァンガードコーポレーション will hold a traveling immersive POP UP for the idol group Realpiece, “リアルピース DREAM IDOL,” nationwide starting Nov. 13, 2026.

Facts:
- Friday, Nov. 13, 2026
- About 4 meters
- 1枚600円（税込）
- 550 yen (tax included)
- 440 yen to 660 yen (tax included)
- 1,100 yen (tax included)

## 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: 2026-11-03T19:33:31+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000003.000186227.html
- Article page: https://ainews.idaeo.ai/a/4513117-en.html
- anchor: #n3719368
- Companies mentioned: 株式会社ワカヤマファーム、日光江戸村

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
- Adults: 1,500 yen

## UPDF 3.0 unveiled—connecting “creation, editing and signing” to support everyday document work

- Published: 2026-11-03T19:30:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000040.000123840.html
- Article page: https://ainews.idaeo.ai/a/4513118-en.html
- anchor: #n3719369
- Companies mentioned: Superace Software Technology Co., Ltd.

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.

## 【2027年度 日本大学内部進学】医学部医学科３名、獣医学科９名、芸術学部９名が一次セレクション通過！ ウィーネスオンライン個別塾が難関学部・学科で顕著な実績

- Published: 2026-11-03T19:25:19+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000194030.html
- Article page: https://ainews.idaeo.ai/a/4513090-en.html
- anchor: #n3719265
- Companies mentioned: 株式会社Weness、ウィーネスオンライン個別塾

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
- 9 students in the College of Art
- 4th consecutive year
- 6 consecutive years
- All 24 Nihon University-affiliated schools

## 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: 2026-11-03T19:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000019.000156196.html
- Article page: https://ainews.idaeo.ai/a/4513069-en.html
- anchor: #n3719215
- Companies mentioned: 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、TOYOTA GROUP、MUSIC WAY PROJECT、MUSIC AWARDS JAPAN、Ticket Master、O2、Live Nation、JETRO、経済産業省、在英国日本国大使館、JETROロンドン事務所、国際交流基金ロンドン日本文化センター、文化庁、CHORUS、日本レコード協会、日本音楽事業者協会、日本音楽制作者連盟、日本音楽出版社協会、コンサートプロモーターズ協会、日本音楽著作権協会、少年ナイフ

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〜.

Facts:
- Monday, Dec. 14, 2026
- 3 acts
- 200 million worldwide streams
- Wednesday, Nov. 4, 2026
- 10:00 UK time
- Thursday, the 5th
- Friday, 6th
- 18:00〜22:00
- More than 20,000 tickets
- 6 cities

## OrcaRouter launches Orca Connect E2E, an end-to-end encrypted inference service

- Published: 2026-11-03T19:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000126.000138449.html
- Article page: https://ainews.idaeo.ai/a/4513067-en.html
- anchor: #n3719214
- Companies mentioned: FlashLabs株式会社、Continuum AI、OrcaRouter、Ollama、vLLM、LM Studio、Anthropic、OpenAI、Google Gemini、DeepSeek、Grok、Qwen

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.

Facts:
- More than 200 LLMs and generative AI models
- Requests are recorded as $0

## Upgrade ticket sales open for “2026 MUSIC BANK GLOBAL FESTIVAL IN JAPAN”!

- Published: 2026-11-03T19:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000148.000058351.html
- Article page: https://ainews.idaeo.ai/a/4513068-en.html
- anchor: #n3719213
- Companies mentioned: 株式会社エニー、ぴあライブクリエイティブ株式会社、KBS

Applications for upgrade tickets (arena and stand seats) for “2026 MUSIC BANK GLOBAL FESTIVAL IN JAPAN” have opened.

Facts:
- ¥15,000 (tax included)
- 11,000 yen (tax included)
- ¥30,000 (tax included)
- 22,000 yen (tax included)
- Within the first 8 rows of Stand Level 1

## 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: 2026-11-03T19:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000002324.000003392.html
- Article page: https://ainews.idaeo.ai/a/4513066-en.html
- anchor: #n3719212
- Companies mentioned: TBSラジオ、株式会社ＴＢＳラジオ、chelmico、ニッチェ、にぼしいわし、ダウ90000、スカート、パンサー、ライムスター

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.

Facts:
- TBSラジオ 75th anniversary
- February 11, 2027 (Thursday, public holiday)
- For 4 hours
- S seats: ¥12,000
- A seats: ¥9,000
- November 3, 2026 (Tuesday, public holiday), 19:00

## NURVIS, an AI agent for nurses, wins the Platinum Challenging Award at the 14th Platinum Awards

- Published: 2026-11-03T18:48:31+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000003.000185645.html
- Article page: https://ainews.idaeo.ai/a/4512875-en.html
- anchor: #n3719144
- Companies mentioned: 株式会社peaceful、一般社団法人プラチナ構想ネットワーク、プラチナ大賞運営委員会、総務省、経済産業省、全国知事会、全国市長会、全国町村会、特別区長会、株式会社時事通信社、医療法人社団洛和会、洛和会丸太町病院、NVIDIA Corporation

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.

Facts:
- 14th
- Nov. 5, 2026
- A total of 52 applications
- 2 entries were selected

## [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: 2026-11-03T18:40:02+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000003103.000021078.html
- Article page: https://ainews.idaeo.ai/a/4512812-en.html
- anchor: #n3719074
- Companies mentioned: TAC株式会社、TAC

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.”

Facts:
- Tuesday, Nov. 10, 2026
- 20:00 ～ 21:00
- Participation fee: Free
- Established: Dec. 1980

## [¥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: 2026-11-03T18:36:05+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000101.000146648.html
- Article page: https://ainews.idaeo.ai/a/4512813-en.html
- anchor: #n3719075
- Companies mentioned: UNICE Intelligent Medical Shenzhen Co.,Ltd.、Cearvol、Amazon、楽天市場

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

## [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: 2026-11-03T18:30:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000068.000175265.html
- Article page: https://ainews.idaeo.ai/a/4512814-en.html
- anchor: #n3719076
- Companies mentioned: 株式会社YORISOI、厚生労働省、株式会社マイナビ、世界経済フォーラム

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.

Facts:
- 58.6％
- 51.5％
- +7.1 percentage points
- 39％
- About 70%

## EXHIBITION | First showing of KADONE's steel product collection for desktops

- Published: 2026-11-03T18:26:20+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000004.000184851.html
- Article page: https://ainews.idaeo.ai/a/4512782-en.html
- anchor: #n3719065
- Companies mentioned: 株式会社マウンテック、SAKU

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
- Founded in 2021

## 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: 2026-11-03T18:15:16+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000133.000016503.html
- Article page: https://ainews.idaeo.ai/a/4512783-en.html
- anchor: #n3719066
- Companies mentioned: 一般財団法人ドリーム夜さ来い祭りグローバル振興財団、東京都、一般社団法人東京臨海副都心まちづくり協議会、株式会社フジテレビジョン、三菱地所株式会社、NTT 東日本、株式会社 SEKAIKAN、国土交通省、高知県、イトーノリヒサ OFFICE、EventBanking

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)
- General reserved seats: ¥3,637 (before tax)