AI News 180m Report

2026-11-04 06:00–09:00 JST

215 received, 215 listed, 6 sources ・ Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 127 items from 4 sources; Japan, 88 items from 2 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 鉅亨網 (continued)(11)

Trump confirms attack on Iran! U.S. forces target strategic site near the Strait of Hormuz as U.S. and Iran trade blows and negotiate

Published ・ Source Taiwan | 鉅亨網

Trump confirmed that U.S. forces struck an air-defense facility on Iran's Qeshm Island, describing it as a small-scale defensive attack. The U.S. and Iran are negotiating even as they trade blows, with Qatar mediating efforts toward an interim agreement. Iran warned that a deal remained premature and that it reserved the right to retaliate.

Facts

  • U.S. President Trump confirmed that U.S. forces had launched an airstrike on Iran, hitting a newly built air-defense facility.
  • The U.S. target was on Qeshm Island, near the Strait of Hormuz, a key global energy shipping route.
  • The U.S. said the attack was a defensive measure in response to an Iranian surface-to-air missile attack on U.S. assets.
  • A senior Iranian official said the two countries remained far from reaching an agreement and that Iran would respond forcefully if the U.S. continued its aggression.
  • Iran proposed that passage through the Strait of Hormuz could resume within two days if conditions were met.
  • A Qatari Foreign Ministry spokesperson said Qatar was helping the U.S. and Iran exchange proposals in an effort to reach an interim agreement.
  • An Israeli military spokesperson denied involvement in the attack on Qeshm Island.

Taiwan stocks: Key premarket news: 華邦電 to spend NT$73.1 billion expanding Kaohsiung plant; 環球晶 plans $500 million private-placement convertible bond issue

Published ・ Source Taiwan | 鉅亨網

華邦電 will spend NT$73.1 billion to expand its Kaohsiung plant in response to a memory shortage, while 環球晶 will issue $500 million in convertible bonds to be subscribed by 美光. Foreign investors sold Taiwan stocks heavily, 永豐銀行 suffered an unauthorized fund transfer incident, and 華新 established a subsidiary to enter the nuclear power industry.

Facts

  • 華邦電's board approved a NT$73.1 billion capital expenditure plan, primarily for the expansion of Kaohsiung Plant Module B.
  • 環球晶 plans to issue 10-year privately placed unsecured convertible bonds within a US$500 million quota, with 美光 as the sole subscriber.
  • Original外資當日賣超1073.07億元,創下史上第八大賣超紀錄。
  • 永豐銀行 is facing cybersecurity concerns after NT$100,000 was transferred out of a user's account without any verification.
  • 華新 joined forces with 世紀能源, 高力 and 泰豐 to jointly establish 「華新世紀核能系統股份有限公司」.

Companies mentioned:華邦電、環球晶、美光、永豐銀行、台北富邦銀行、華新、世紀能源、高力、泰豐、華新世紀核能系統股份有限公司

Original【袁志峰專欄】北水淨買入逾230億元

Published ・ Source Taiwan | 鉅亨網

Original周二港股恒指收升0.6%至23525點,南向資金轉淨買入234億元創半年新高。香港第三季GDP增速達5.2%優於預期,零售額連升17個月。板塊上旅遊餐飲領漲,半導體生物科技下跌。

Facts

  • Original周二港股恒指收報23525點,升132點或0.6%,成交額按日增15%至2364億元。
  • Original南向資金周二轉淨買入約234億元,為今年6月以來最大淨買入,主要增持盈富基金(2800)、南方恒生科指(3033)及恒生國指(2828)。
  • Hong Kong's real GDP grew 5.2% year on year in the third quarter, above market expectations of 3.7% growth.
  • Hong Kong retail sales rose 6.4% year on year in September, beating market expectations of a 4.7% increase and marking 17 consecutive months of growth.
  • The European Commission approved 京東's (9618) US$2.5 billion acquisition of German electronics retailer Ceconomy.
  • Original百勝中國(9987)第三季淨利潤3.11億美元,按年升10.3%;總收入34.77億美元,按年升8.5%。

Companies mentioned:華潤置地、盈富基金、南方恒生科指、恒生國指、小米、中芯國際、金斯瑞生物、海底撈、攜程、蒙牛乳業、李寧、華潤啤酒、銀河娛樂、金沙中國、農夫山泉、安踏體育、百威亞太、萬洲國際、中國人壽、中國平安、中國海外、周大福、華潤電力、創科實業、泡泡瑪特、聯想、華虹宏力、百濟神州、藥明生物、中石化、東方海外、藥明康德、龍湖集團、濰柴動力、百度、騰訊、美團、網易、京東、騰訊音樂、零跑汽車、理想汽車、小鵬集團、比亞迪、阿里健康、海爾智家、天數智芯、智譜、Minimax、地平線機器人、商湯、舜宇光學、比亞迪電子、同程旅行、百勝中國、美高梅中國、中國太保、中國財險、中國飛鶴、中海油、中石油、Ceconomy、信報、英國《金融時報》、中國證監會、Anu Securities (anuesec.com)

Taiwan | 中央社 CNA(10)

Indo-Pacific regional dialogue promotes technological and cultural cooperation, aims to spur cross-sector exchanges between Taiwan and India

Published ・ Source Taiwan | 中央社 CNA

邱漢, executive director of India's 國家海事基金會 think tank, said at the 「Indo-Pacific Regional Dialogue」 summit that he hopes semiconductors can serve as a bridge between Taiwan and India, promoting bilateral exchanges in talent and trade. He also suggested that Taiwan help India develop engineering technology in order to obtain neon gas.

Facts

  • An international-level summit spanning 3 days
  • Discussions on 7 key areas

Companies mentioned:中央社、國家海事基金會、印度海軍、海洋委員會、國家海洋研究院、印度國家海洋技術研究所

Taiwanese artists invited to French illustration festival for timed relay creation of a picture book

Published ・ Source Taiwan | 中央社 CNA

Lyon's Illustration Festival IF in France has chosen 「Taiwan」 as its first featured country, inviting 6 Taiwanese creators to take part. Events include a 「timed relay picture-book drawing」, in which 28 international illustrators work in succession to complete a picture book, with 150 copies printed in a limited run. Taiwanese illustrators Croter, Acia Yang and 張梓鈞 took part in an artist residency in advance to create the cover and chapter pages.

Facts

  • 28 international illustrators
  • 1 hour per person
  • 150 copies printed in a limited run
  • 3 of them are Taiwanese illustrators
  • Went to France for an artist residency 3 weeks in advance
  • The 4th edition of the event
  • Invited 6 Taiwanese illustration and animation creators
  • From 11 countries
  • A total of 70 international artists
  • Attracted 13,000 visits
  • In its 25 years of existence

Companies mentioned:中央社、Kiblind、文化部駐法國台灣文化中心

US-Russia-Ukraine peace talks imminent; Zelenskyy visits Germany, urges Europe to take greater responsibility

Published ・ Source Taiwan | 中央社 CNA

US-Russia-Ukraine peace talks are set to take place in Abu Dhabi, as Ukrainian President Volodymyr Zelenskyy visits Germany and calls on Europe to take greater responsibility for security. German Chancellor Friedrich Merz stressed that Europe must not be excluded from the talks and announced that a Ukraine aid summit will be held in Berlin on the 19th to coordinate assistance to Ukraine in 2027.

Facts

  • Berlin, dispatch dated the 3rd
  • Expected to take place on the 10th and 11th in Abu Dhabi, the capital of the United Arab Emirates
  • Announced a Ukraine aid summit in Berlin in 2 weeks
  • Will be held in Berlin on the 19th jointly with France and the United Kingdom
  • Coordinate military and financial assistance to Ukraine in 2027
  • (Editor: Chen Huiping) 1151104

Good Morning World》華邦電 expands capital spending, new Kaohsiung plant breaks ground on Dec. 29; 環球晶 and 美光 deepen cooperation

Published ・ Source Taiwan | 中央社 CNA

Original半導體產業景氣熱絡,華邦電宣布731.63億元資本支出擴建高雄廠,環球晶與美光深化合作並發行5億美元公司債;聯發科預估今年營收創歷史新高。台股受外資出逃影響大跌,新台幣匯率貶至1年半低點。永豐銀行因系統異常遭盜轉,已全數返還客戶款項。美國AI公司Anthropic營收暴增,蘋果財報優於預期但警告記憶體成本上升將壓縮毛利率。輝達要求資料中心降低對中國客戶依賴。

Facts

  • NT$73.163 billion
  • Breaks ground on Dec. 29
  • US$500 million privately placed unsecured convertible bonds
  • Total pay to increase by about 2.7 times
  • Revenue expected to exceed US$21 billion
  • Fell to a low of 43191.58 points
  • Down 1,612.60 points
  • Closed at 43,307.54 points
  • Closed at NT$1270
  • Intraday high of NT$2585
  • Closed at 32.76
  • NT$100,000 transferred out without authorization
  • 68 cases received
  • 427 transactions involving funds were flagged as abnormal
  • Total amount exceeded NT$40 million
  • 419 customers affected
  • Submit a major incident report by Nov. 12
  • The market could reach US$1.6 trillion
  • Purchase 66 F-16V aircraft
  • All 435 seats in the House of Representatives up for election
  • 35 seats in the US Senate
  • Revenue surged more than 1100% from the same period last year
  • Expected to fall to 45% to 46%
  • At least 51% of services must be provided to non-Chinese companies

Companies mentioned:華邦電、環球晶、美光科技、台灣美光、聯發科、台達電、永豐銀行、台北富邦銀行、美國半導體產業協會、Anthropic、蘋果公司、輝達

超微 and 美超微 post strong results, both rise in after-hours trading

Published ・ Source Taiwan | 中央社 CNA

超微 (AMD) and 美超微 (SMCI) reported third-quarter results, with revenue at both companies growing sharply and beating expectations. Their shares rose in after-hours trading.

Facts

  • Revenue grew 45% from the same period last year
  • Gross margin held at a high 54%
  • Revenue reached US$13.38 billion last quarter
  • Earnings per share of US$2.09
  • Closed up 3.65%
  • Rose 7% in after-hours trading
  • Sales at the large data center division nearly doubled from the same period last year
  • Original股價在10月30日大跌近3成
  • Revenue exceeded 3 times the level of the same period last year
  • Adjusted earnings per share of US$1.81
  • Closed up 3.12%
  • Rose about 9% in after-hours trading

Companies mentioned:超微、AMD、Advanced Micro Devices、美超微、SMCI、Super Micro Computer, Inc.、英特爾、Intel、中央社

Oklahoma man charged over hundreds of white-powder letters sent before 2024 and 2026 US elections

Published ・ Source Taiwan | 中央社 CNA

US federal authorities have charged an Oklahoma man, Martin, alleging that he sent hundreds of letters containing white powder and warnings of treason to public officials before the 2024 and 2026 elections. Tests found the powder to be harmless yeast or flour.

Facts

  • Sent hundreds of letters containing white powder
  • A 3-page letter claiming a war would be launched
  • More than 700 pieces of mail sent this fall

Companies mentioned:中央社、美聯社、FBI、美國聯邦調查局

Investors eye US midterm elections; most US stocks close higher, Dow stands alone in decline

Published ・ Source Taiwan | 中央社 CNA

Wall Street stocks mostly closed higher as the US midterm elections got underway. The Dow Jones Industrial Average fell, while the S&P 500 and 那斯達克指數 rose and the 費城半導體指數 climbed sharply.

Facts

  • Fell 197.26 points
  • Or 0.38%
  • Closed at 51786.72 points
  • Rose a modest 27.52 points
  • Or 0.36%
  • Closed at 7568.92 points
  • Rose 207.65 points
  • Or 0.83%
  • Closed at 25372.01 points
  • Rose 272.07 points
  • Or 2.63%
  • Closed at 10600.40 points

Companies mentioned:中央社、川普、道瓊工業指數、標普500指數、那斯達克指數、費城半導體指數

US voters head to the polls to decide whether Trump can govern smoothly over the next 2 years

Published ・ Source Taiwan | 中央社 CNA

US voters are taking part in midterm elections, voting on congressional seats and gubernatorial candidates. The results will affect President Trump’s agenda over the next 2 years and the dynamics of the 2028 election; the growing momentum of the Democratic Party’s left wing could influence the direction of Congress.

Facts

  • 435 members of the US House of Representatives
  • 35 US senators
  • governors of 36 states
  • The next 2 years
  • 2028
  • 60 million voters
  • 238 to 241 House seats
  • 218 seats for a majority
  • About 5 brand-new candidates backed by DSA

Companies mentioned:中央社、Democratic Socialists of America、DSA

US-Iran standoff may be nearing an end, sending international oil prices lower

Published ・ Source Taiwan | 中央社 CNA

Despite US airstrikes on Iranian islands, markets expect the US-Iran standoff may be nearing an end, sending international oil prices lower. New York West Texas Intermediate crude closed at $96.09 a barrel, while London Brent crude settled at $103.60 a barrel.

Facts

  • Down 37 cents
  • Or 0.4%
  • Closed at $96.09 a barrel
  • Down $1.17
  • Or 1.1%
  • Settled at $103.60 a barrel

Companies mentioned:中央社

Opening the Old Photo Album: Taiwan’s All-Female Troupe Made It Big in Hong Kong, Revisiting the 藝霞歌舞 Era

Published ・ Source Taiwan | 中央社 CNA

A look back at the heyday of 藝霞歌舞劇團, Taiwan’s all-female song-and-dance troupe of the last century. Founded by 王振玉 and directed by 王月霞, the troupe toured Hong Kong, Singapore and Malaysia, setting box-office records before disbanding in 1985.

Facts

  • 1959
  • 4 million Hong Kong dollars
  • Extended to five months
  • Original月薪約3、4000元
  • Tickets cost 250 yuan
  • Scalper tickets could fetch 1000 yuan
  • 1980
  • 1985

Companies mentioned:中央社、藝霞歌舞劇團、黑貓歌舞團、日本寶塚、松竹、日本松竹歌劇團

Japan | m3.com(2)

Viewing healthcare as an “investment”: beyond innovation

Published ・ Source Japan | m3.com

Viewing healthcare as an “investment”: beyond innovation. For doctors, pharmaceuticals and medical technologies are familiar subjects. At the same time, healthcare addresses significant social needs and is an industry expected to grow over the medium to long term. This time, from the perspective of an analyst who researches overseas healthcare and pharmaceutical companies, we explain what can be seen by viewing the healthcare that doctors encounter in their daily work through the lens of “investment.”

I feel a gap between myself and the other residents…

Published ・ Source Japan | m3.com

An article in Docpedia LIFESTYLE content, available exclusively to m3.com physician members, about residents who feel a gap between themselves and other residents.

Companies mentioned:m3.com、Docpedia LIFESTYLE

Other formats:JSONMarkdownRSS