# AI News 180m Report｜2026-11-05 00:00–03:00 JST

One place for news and notices from 2 countries/regions: Taiwan, 61 items from 6 sources; Japan, 11 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Protesting minimum monthly wages of just 3,300 Taiwan dollars, Bangladeshi textile workers demonstrate for pay raises ｜ PTS News PNN

- Published: 2026-11-04T22:25:49+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834335
- anchor: #n3736881

Bangladeshi textile workers, dissatisfied with a minimum monthly wage of only about 3,300 New Taiwan dollars and facing 8% inflation, began protests and strikes on October 31, demanding a raise to 7,900 dollars. The government pledged to establish a committee to review wages, but workers saw this as a stalling tactic and continued clashing with police and soldiers, leaving officers injured and nearly 100 people arrested.

Facts:
- Inflation as high as 8%
- Began on October 31
- Now in its 5th day
- At least 670 factories joined the strike
- 紡織業勞工有400多萬人
- The minimum monthly wage is only about 3,300 New Taiwan dollars
- Demanding an increase to 7,900 New Taiwan dollars
- 58 police officers injured

## North Korea fires missiles into waters off the eastern Korean Peninsula; South Korea estimates nearly 20 test launches this year ｜ PTS News PNN

- Published: 2026-11-04T22:22:15+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834339
- anchor: #n3736879

North Korea has recently been conducting frequent missile tests. South Korea’s Defense Ministry said it had fired multiple missiles toward waters to the east from the Sondok area of South Hamgyong Province. South Korea estimates that North Korea has conducted nearly 20 tests since the start of 2026, while relations between the two Koreas have been strained by a border land-mine explosion.

Facts:
- Nearly 20 times since the start of this year (2026)
- A concentrated series of 3 or 4 launches in 1 week
- Can destroy a target area of 12 to 13 hectares
- Earlier, on November 1
- Injuring 3 South Korean soldiers

## Seibu Lions exhibition game in February next year; first Japan-Taiwan OB game since the Dome opened ｜ 公視新聞 PNN

- Published: 2026-11-04T22:11:09+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834358
- anchor: #n3736865
- Companies mentioned: 埼玉西武獅、統一7-ELEVEn獅、中信兄弟、公視新聞 PNN

明年2月西武獅交流賽將於大巨蛋舉行，為啟用後首次台日OB賽。埼玉西武獅外野手林安可回歸站台，西武代表取締役社長奧村剛提及今（2026）年主場進場人數創新高。比賽安排由渡邊久信領軍的西武獅OB對上郭泰源領軍的中華OB，首批公布5名球員包括王建民、陳金鋒等。

Facts:
- This year (2026)
- The first batch of 5 players

## 環境部檢測全台32所幼兒園空品 5所室內真菌偏高研判積水引發 ｜ 公視新聞 PNN

- Published: 2026-11-04T22:08:54+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834357
- anchor: #n3736866
- Companies mentioned: 環境部、公視新聞 PNN、地球公民基金會、高雄醫學大學

環境部去年建立「兒少校園空品防護網」，今年將擴大檢測至66處工業區鄰近學校；另抽查全台32所幼兒園空品，5所因積水導致室內真菌偏高。

Facts:
- 32 preschools
- An annual reduction of 400 tons of volatile organic compounds
- This year (2026)
- expanded testing to 66 sites
- 28 locations in northern, central, southern and eastern Taiwan

## 小三通走私保育類烏龜、土撥鼠 男子涉動保法等罪遭起訴 ｜ 公視新聞 PNN

- Published: 2026-11-04T22:07:13+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834356
- anchor: #n3736867
- Companies mentioned: 公視新聞 PNN、海巡署、金門縣動植物防疫所、國立自然科學博物館

邱姓男子利用小三通自泉州入境走私8隻二級保育類黑胸葉龜及1隻野生旱獺，經海巡署查緝隊盤查後遭起訴，活體動物移交防疫所人道處置。

Facts:
- 8 second-class protected black-breasted leaf turtles
- A wild marmot force-fed sleeping pills
- At a price of about 200 New Taiwan dollars each
- Potential profits as high as 300 times the cost

## 蘇花安隧道新建工程動土 投入千億經費盼2032全線通車 ｜ 公視新聞 PNN

- Published: 2026-11-04T22:05:26+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834355
- anchor: #n3736868
- Companies mentioned: 公路局、陽明交通大學

蘇花安計畫東澳南澳段隧道新建工程動土，預計投入千億經費，目標於2032年（121年）全線通車以改善蘇花公路風險路段。

Facts:
- Improving about 29.9 kilometers in total
- Cutting travel time from 106 minutes to 82 minutes
- A total of 11.8 kilometers of new bridges
- 14.9 kilometers of tunnels
- The entire route will not open until year 121
- 預估的總經費1000億元
- About 15 kilometers in total
- The tunnel alone is 10 kilometers long

## Explosion at Hukou Panasonic plant affects more than 100 households; township head plans to help compile damage claims and seek compensation ｜ PTS News PNN

- Published: 2026-11-04T22:02:10+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834354
- anchor: #n3736869
- Companies mentioned: 台灣松下多層材料公司

An explosion and fire broke out early in the morning at the plant of 台灣松下多層材料公司 in Hukou, Hsinchu, affecting more than 100 homes and leaving 2 employees unaccounted for. The township head plans to help compile damage claims and seek compensation from the company.

Facts:
- 2 Taiwanese employees are unaccounted for
- More than twenty employees inside the plant evacuated immediately
- The fire smoldered for more than 8 hours

## Tens of thousands flock to Siena Palio; organizers reject commercial sponsorship to protect cultural identity ｜ PTS News PNN

- Published: 2026-11-04T21:59:08+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834353
- anchor: #n3736870

Tens of thousands of visitors are drawn to the Siena Palio in Italy. The city government insists on rejecting commercial sponsorship to protect its cultural identity. While other Italian cities face overtourism, Siena balances visitor numbers through a strong sense of community identity.

Facts:
- 17 distinct historic districts
- Ranked 18th in Italy’s overtourism crowding index in 2025
- Arrivals exceeded 38.33 million in the first half of 2026
- Up 18% from the same period last year (2025)

## 聖母峰2直升機降落時相撞 釀1死2傷 ｜ 公視新聞 PNN

- Published: 2026-11-04T21:57:52+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834352
- anchor: #n3736871
- Companies mentioned: 公視新聞 PNN、Mediciti醫院、魚尾航空、王朝航空、尼泊爾民航局、美國國家運安委員會

Two helicopters collided at the Mount Everest base camp in Nepal, leaving 1 dead and 2 injured. The companies involved were 王朝航空 and 魚尾航空. An investigation into a Florida crash in the United States found that the aircraft may have broken apart before hitting the ground.

Facts:
- The accident happened on the 3rd
- At an altitude of about 4,200 meters
- 1名47歲印度遊客
- 1名尼泊爾直升機駕駛
- 1名紐西蘭乘客
- The 2 helicopters involved in the accident
- 魚尾航空 helicopter carrying 2 passengers
- The plane crash in Florida, United States, on the 1st
- 2 to 6 kilometers from the crash site
- At an altitude of about 8,000 feet
- Remained airborne for about 8 seconds

## 礁溪鄉長涉公款採購贈禮賄選 張永德遭檢調帶回偵辦 ｜ 公視新聞 PNN

- Published: 2026-11-04T21:56:24+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834351
- anchor: #n3736872
- Companies mentioned: 警政署、公視新聞 PNN、宜蘭縣檢調、桃園地檢署、台南地檢署、最高檢察署

九合一大選期間，警政署公布選舉假訊息及跨國鎮壓案件偵辦情形；宜蘭礁溪鄉長張永德涉嫌公款採購贈禮賄選遭檢調帶回偵辦；桃園、台南等地亦有里長候選人涉賄選遭起訴或交保，最高檢察署統計顯示全國受理妨害選舉案四千餘件。

Facts:
- 24 days to go
- Received 184 cases involving election disinformation
- Of those, 112 cases
- 153 people referred to prosecutors for investigation
- 9 transnational repression cases investigated
- 4 of those cases resulted in indictments
- This year (2026)
- Handing out red envelopes containing 600 dollars
- Each at 150,000
- Released on bail of 200,000 dollars
- Seeking a 5-year prison sentence
- A total of 4,373 cases involving election interference received
- 2,688 cases
- 26 vote-buying cases indicted
- 29 people
- There were also 28 cases
- 26 people indicted
- There are already 50 cases
- 17 defendants

## Chiang and Shen trade campaign barbs in Taipei race; New Taipei candidates canvass markets in ground campaign ｜ PTS News PNN

- Published: 2026-11-04T21:46:33+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834350
- anchor: #n3736873
- Companies mentioned: 輝達、國民黨、民進黨

Taipei Mayor Chiang Wan-an and Shen Po-yang traded campaign messaging: Chiang’s camp launched the “Wan-an Alert” to counter Shen’s “Shunbao”; New Taipei mayoral candidates Su Chiao-hui and Lee Chuan-chuan canvassed voters at markets, while personnel changes took place in Mayor Hou You-yi’s administration.

Facts:
- The first batch of ten thousand copies
- On the morning of the 4th
- The New Taipei City government issued personnel orders on the 2nd
- 5 a.m.

## Los Angeles mayoral runoff: Candidates from 2 Democratic Party factions in a close race | PTS News PNN

- Published: 2026-11-04T21:38:40+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834349
- anchor: #n3736874

The Los Angeles mayoral race has advanced to a runoff, with candidate Raman, backed by the left and democratic socialist camps, in a tight race against incumbent Mayor Bass, who is seeking reelection. The article also notes that in deep-blue congressional districts across the country, progressives have successfully unseated several moderate incumbents and are expected to wield key influence.

Facts:
- 2 Democratic women
- 45-year-old Indian immigrant Raman
- First elected to the City Council in 2020
- 73-year-old incumbent Mayor Bass
- Expected to hold 7 to 9 key votes

## Democrats take control of both chambers of Congress; markets fear tighter AI regulation | PTS News PNN

- Published: 2026-11-04T21:31:27+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834348
- anchor: #n3736875

Investors worry that Democratic control of both chambers of Congress could bring tighter regulation of technology and AI companies, affecting stocks and the dollar. History, however, shows that U.S. stocks tend to perform better after midterm elections. As political uncertainty eases, markets will refocus on fundamentals.

## Democrats retake Congress in midterms; Trump’s Make America Great Again policies fail | PTS News PNN

- Published: 2026-11-04T21:27:31+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834347
- anchor: #n3736876
- Companies mentioned: SSRS、法蘭西24新聞台、《金融時報》

Democrats retook Congress in the U.S. midterm elections as voters voiced dissatisfaction with the cost of living, tariffs and the war with Iran. Polls showed that most people believed Trump’s policies had worsened the economy, and Republicans will face an internal battle over the party’s direction.

Facts:
- More than 79,000 respondents
- 39% said the economy was the most important issue
- 32% were concerned about the state of democracy
- 75% of respondents said the U.S. economy was not doing well or was poor
- Only 25% said the economy was doing well
- A combined 75% said they were angry and dissatisfied with the state of the United States
- As many as 65% also said Trump’s policies had worsened the U.S. economy
- The war with Iran has now entered its 8th month

## 614 teaching vacancies remain unfilled halfway through the semester; school teachers take on extra hours | 公視新聞 PNN

- Published: 2026-11-04T21:17:49+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834346
- anchor: #n3736877
- Companies mentioned: 教育部、公視新聞 PNN、代理暨代課教師工會、北市立復興高中、北市介壽國中

學期過半仍有614名教師缺額待聘，導致校內專任教師超鐘點因應；教育部以鐘點費處理人力缺口被批為变相加班，代理教師兼行政職比例上升且薪資缺乏競爭力，影響人才招募。

Facts:
- Year 5
- Nearly 19% are substitute teachers
- More than 5%
- Remain above 6%
- Grew by nearly 2 percentage points
- More than 7 class periods
- A basic teaching load of 14 to 16 periods per week
- Teach 16 to 20 periods per week
- Must not exceed 9 class periods
- August 25, before the start of the school year
- 0.42% of all teachers

## Trump says U.S. aid to Israel will end by year’s end, shifting to a defense technology partnership | PTS News PNN

- Published: 2026-11-04T21:14:00+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834345
- anchor: #n3736878

U.S. military aid to Israel became a grant in 1985 and is now worth about $4 billion annually. Trump said he had reached an agreement with Netanyahu to end the aid and shift to a defense technology partnership, but implementation would require congressional appropriations legislation. Meanwhile, Israeli politics have become fragmented after the election. The governing coalition holds 53 seats and the secular opposition camp 48; adding the 19 seats held by Arab parties would give them a majority. But the right-wing Yisrael Beiteinu party has refused to cooperate, making it difficult to form a government.

Facts:
- 1985
- US$2.4 billion
- $3.8 billion
- 200多億美元
- $4 billion
- 53 seats
- 48 seats
- 19 seats

## 奧德賽號停航駛離柬埔寨 住客變賣房產環遊世界認賠千萬 ｜ 公視新聞 PNN

- Published: 2026-11-04T21:10:09+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834334
- anchor: #n3736882
- Companies mentioned: 奧德賽號、公視新聞 PNN

奧德賽號郵輪因伊朗戰爭推高油價導致成本飆升，於10月27日宣布停航並駛離柬埔寨。乘客需變賣房產或認賠上千萬元（約35萬美元）才能上岸，結束在船上長達數月的海上生活。

Facts:
- About 50 crew members
- Life at sea for more than 200 people
- About NT$14.5 million
- An average of $1,800
- Surged to $8,000
- Announced the suspension of operations on October 27
- Lived together for more than 700 days
- Lost $350,000

## 西班牙乙級足球聯賽撞擊意外 前鋒米格爾送醫不治 ｜ 公視新聞 PNN

- Published: 2026-11-04T21:10:09+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834336
- anchor: #n3736880
- Companies mentioned: 公視新聞 PNN、特內里費、安道爾、皇家馬德里、西班牙足協

西班牙乙級足球聯賽特內里費對陣安道爾比賽中，前鋒米格爾與對手門將奧沃諾發生嚴重碰撞導致心臟驟停，送醫後傷重不治。此事件震驚足壇，皇家馬德里等隊伍默哀，西班牙足協延期賽事，犯規門將可能面臨停賽處分。

Facts:
- The teams were tied 2-2
- Miguel, wearing No. 9
- A suspension of 8 to 12 matches
- A 19-year-old goalkeeper

## T-34型教練機岡山訓練重落地 國防部稱操作誤差釀前鼻輪受損 ｜ 公視新聞 PNN

- Published: 2026-11-04T21:08:37+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/834330
- anchor: #n3736883
- Companies mentioned: 公視新聞 PNN、國防部、空軍

空軍T-34型教練機於岡山基地訓練時重落地，國防部指為操作誤差致前鼻輪受損，學員平安；事故影響16架次轉降。同日另有一架F-16因液壓故障降落清泉崗，影響民航起降。

Facts:
- The accident forced 16 training aircraft sorties to divert to nearby airports
- An accident involving a T-34 trainer aircraft occurred in June this year (2026)
- Leaving 2 pilots dead
- The accident affected the takeoffs and landings of 4 civilian aircraft

## AMD third-quarter revenue jumps 45% to a record high! Data center revenue nearly doubles, Q4 forecast beats expectations, and shares hold up amid midterm election uncertainty

- Published: 2026-11-05T01:49:32+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178636
- anchor: #n3738355
- Companies mentioned: AMD、輝達、英特爾、Anthropic、Meta、微軟、OpenAI、甲骨文

AMD reported third-quarter revenue of $13.4 billion, up 45% year over year and a record high, with data center revenue up 97% year over year. Its fourth-quarter revenue forecast of $17 billion beat expectations, and the stock held up well.

Facts:
- AMD’s third-quarter revenue reached $13.4 billion, up 45% year over year to a quarterly record.
- AMD’s Data Center segment posted third-quarter revenue of $8.5 billion, up 97% year over year.
- AMD forecast fourth-quarter revenue of about $17 billion, above the analyst estimate of $16.29 billion compiled by FactSet.
- AMD Chair and CEO Lisa Su said third-quarter revenue exceeded the high end of the company’s forecast.
- Anthropic, Meta, 微軟, OpenAI and 甲骨文 have run models on the first Helios rack-scale solutions.

## Meeting demand for smart manufacturing! 新代科技 expects capacity to expand to 2.6 times its current level in 2027, as new sites in Suzhou, Malaysia and India come online

- Published: 2026-11-05T01:31:54+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178635
- anchor: #n3738356
- Companies mentioned: 新代科技、聯達智能

新代科技 (7750) announced that new sites in Suzhou, Malaysia and India will begin coming online from February 2027, with capacity expected to expand 2.6 times. The company is also adopting AI agents to optimize its R&D processes and enhancing AI anomaly detection in its CNC controllers to meet demand from the new energy vehicle and robotics markets.

Facts:
- 新代科技 announced that its second Suzhou plant, second Malaysia plant and new India facility are expected to be completed and begin relocation in stages from February 2027.
- 新代科技 expects its overall capacity to expand to 2.6 times its current level.
- 新代科技’s main products include machine-tool control systems, servo drives and servo motors.
- 新代科技 subsidiary 聯達智能 provides smart manufacturing solutions, including industrial robots, machine-tool networking and automation systems.
- 新代科技 is promoting collaboration between engineers and multiple AI agents, which assist with software development, testing and verification.
- 新代科技 is integrating smart sensing, data analytics and a cloud knowledge base into CNC controllers and automation units.
- 新代科技 sees strong medium- to long-term demand for applications including new energy vehicles, embodied-intelligence robots and smart manufacturing.

## Explainer》Selling a house to a relative: A difference of 1 degree of kinship changes the rules! Tax bureau reveals who must file a gift tax return

- Published: 2026-11-05T01:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178315
- anchor: #n3738357

This article explains gift tax rules for property sales between relatives. Sales between relatives within the second degree are generally treated as gifts and must be reported; although sales between relatives beyond the second degree are exempt from filing, below-market transactions may still be taxed.

Facts:
- Parents and children are related in the first degree. Even if payment is actually made for a home sale, a gift tax return must still be filed.
- An uncle and nephew are related in the third degree, so in principle they do not need to file a gift tax return under the rules for sales between relatives within the second degree.
- For property sales between relatives within the second degree, if the seller lends the funds or provides a guarantee for a loan, the transaction cannot be ruled out as a deemed gift.
- When property is transferred for substantially inadequate consideration, the difference is deemed a gift. This rule is not limited to transactions between relatives.
- In 2026, the gift tax exemption is NT$2.44 million per donor per year.
- The National Taxation Bureau of Kaohsiung, Ministry of Finance, once assessed a case in which land with an officially announced value of NT$6.5 million was sold for NT$3 million. After deducting the exemption from the NT$3.5 million difference, the bureau assessed a net taxable gift of NT$1.3 million.

## Gearing up for the AI and data center boom! 聯發科 recruits former 英特爾 Executive Vice President Navid Shahriari to lead advanced process and packaging operations

- Published: 2026-11-05T01:02:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178628
- anchor: #n3738358
- Companies mentioned: 聯發科、英特爾、台積電

聯發科 has recruited former 英特爾 Executive Vice President Navid Shahriari, who will take up the post of senior vice president on Nov. 9 and oversee the advanced process, packaging and quality teams. The move aims to deepen cooperation with 台積電 and strengthen the competitiveness of AI and data center products.

Facts:
- 聯發科 confirmed that former 英特爾 Executive Vice President Navid Shahriari will join the company as senior vice president on Nov. 9.
- Navid Shahriari will report to 聯發科's general manager and chief operating officer.
- Navid Shahriari retired after serving at 英特爾 for 37 years.
- Navid Shahriari will lead the advanced process and yield platform, design-technology co-optimization, advanced testing and packaging, and quality and reliability teams.
- 聯發科's stock code is 2454.
- Navid Shahriari's core responsibilities include deepening cooperation with key supply chain partners such as 台積電.
- 英特爾's stock ticker is INTC.

## Zhang Linghe and Jing Boran both lose out! TOP10 ideal male leads in modern Chinese romance dramas: So handsome they set the internet's hearts racing, the ultimate ideal boyfriend

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178377
- anchor: #n3736805

This article reviews Chinese dramas that aired from 2024 to 2026 and draws on viewer reviews from Douban, PTT, Dcard and other platforms to compile an editors' ranking of the TOP10 ideal male leads in modern Chinese romance dramas over the past 3 years. It analyzes the performances of actors including Wu Lei, Zhou Keyu and Chen Xingxu based on role suitability, acting and on-screen chemistry.

Facts:
- This article reviews Chinese dramas that aired from 2024 to 2026 and draws on viewer reviews from Douban, PTT, Dcard and other platforms to compile an editors' ranking of the TOP10 ideal male leads in modern Chinese romance dramas over the past 3 years.
- In the 2024 modern romance drama Amidst a Snowstorm of Love, Wu Lei played Lin Yiyang, a former snooker prodigy. PTT users described him as “a man who is both innocent and alluring.”
- In the 2025 urban romance drama Sniper Butterfly, Zhou Keyu starred alongside Chen Yanxi in a May-December romance, playing Li Wu, a young man from a mountain village.
- In the 2026 modern romance drama The Unseen, Chen Xingxu played architect Xiao Zhiyu and also transformed into Qin Xiao Yi in a Republic of China-era murder mystery role-playing game.
- In the 2025 youth romance drama The Best Thing, Wang Anyu played Chen Luzhou, a handsome top student, alongside Liu Haocun.
- In the 2026 urban workplace romance drama Early Spring, Clear Skies, Jing Boran played Luan Nian, a creative director at an advertising agency, alongside Sun Qian.
- In the 2025 romance drama The White Olive Tree, Chen Zheyuan played Li Zan, an ethnic Chinese bomb disposal engineer, alongside Liang Jie.
- In the 2024 urban romance drama Will Love in Spring, Li Xian played Chen Maidong, who works in post-mortem cosmetic restoration, alongside Zhou Yutong.

## AI is changing mobile upload traffic! 中華電信's Lin Rongci discusses speeding up the transition from 5G SA to 6G and the pace of data center expansion

- Published: 2026-11-05T00:19:43+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178625
- anchor: #n3736806
- Companies mentioned: 中華電信、Google、是方電訊

中華電信 President Lin Rongci said AI applications are changing mobile traffic patterns. The company is accelerating its 5G SA rollout and deepening cooperation with Google to promote Gemini, while calibrating the pace of data center investment to demand.

Facts:
- 中華電信 President Lin Rongci said that as AI applications make their way onto mobile phones, patterns of mobile uploads and downloads are changing.
- 中華電信 is accelerating the construction of its 5G standalone (SA) network and preparing for the transition to 6G.
- 中華電信 announced deeper cooperation with Google, combining Gemini subscription plans with in-store experiences to promote wider adoption of AI applications.
- 中華電信 believes it should step up related preparations in advance at this stage. Some hardware must be in place first, with subsequent developments supported through software upgrades.
- 中華電信 President Lin Rongci said data center preparations must follow demand, while the company continues to expand in areas including Huwei, Taichung and southern Taiwan.

## 中華電信 deepens partnership with Google! Gemini subscriptions target 200,000 users in the first phase; first year free with selected 5G plans

- Published: 2026-11-05T00:16:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178623
- anchor: #n3736807
- Companies mentioned: 中華電信、Google

中華電信 is deepening cooperation with Google and launching a Google AI plan that combines Gemini AI and cloud services, aiming to upgrade existing cloud users to AI subscribers, with a first-year target of 200,000 users.

Facts:
- 中華電信 announced deeper cooperation with Google and launched a Google AI plan that combines Gemini with cloud storage.
- 中華電信's first-phase target is to reach 200,000 AI subscribers in about a year.
- 申辦精采5G加值方案799元、999元資費，可享Google AI Plus 400GB首年0元。
- 中華電信 partnered with Google on bill collection in 2015, and the number of customers who have used the service has surpassed 1 million.
- 中華電信 has set up Pixel series display areas at 140 stores.

## 中華電 Q3 revenue and profit hit their highest levels for the same period since 2009, with quarterly EPS of 1.57 yuan! New ICT orders up 84%, company confident in full-year outlook

- Published: 2026-11-05T00:04:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178627
- anchor: #n3736808
- Companies mentioned: 中華電信、中華創智、中華曜智、Google

中華電信 posted record third-quarter revenue and profit for the same period since 2009, buoyed mainly by steady growth in its core telecom business and expansion in ICT. New ICT orders surged 84%. Although rising costs squeezed profits in some business groups, overall operating performance exceeded the high end of guidance, and management is confident of meeting its full-year targets.

Facts:
- 中華電信 reported preliminary consolidated third-quarter revenue of NT$67.59 billion, up 16.7% year on year.
- 中華電信 reported third-quarter net profit attributable to the parent company of NT$12.22 billion, with quarterly earnings per share (EPS) of NT$1.57.
- 中華電信's new ICT orders in the third quarter rose 84% from the same period last year.
- 中華電信's enterprise customer business group posted third-quarter revenue of NT$20.46 billion, up 8.2% year on year.
- The 5G penetration rate among 中華電信 smartphone users is now close to 50%.

## 南山人壽 invests NT$40 million in university for free public classes; people can even take steps to manage metabolic syndrome themselves

- Published: 2026-11-04T23:47:41+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178624
- anchor: #n3736679
- Companies mentioned: 南山人壽、初日診所

南山人壽 has launched “Nanshan Future University,” investing nearly NT$40 million annually to create a free collaborative learning platform covering seven major themes. The initial target is 1,300 attendances, and a volunteer group of retired employees has also been formed.

Facts:
- 南山人壽 has launched Nanshan Future University and plans to invest nearly NT$40 million a year.
- Nanshan Future University courses cover seven major themes, with an initial target of 1,300 attendances in the first quarter.
- Nanshan Future University will begin its first phase at four physical venues across Taipei and New Taipei.
- Nanshan Future University has established a collaborative learning volunteer group and invited retired employees to serve as volunteers.
- The first class at Nanshan Future University will be taught by Dr. Teng Wen-hsin, deputy director of 初日診所.

## Could Taiwan stocks really rally tomorrow? Uncertainty over the U.S. election fades, and futures turn higher overnight, surging more than 1,000 points at one point

- Published: 2026-11-04T23:42:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178621
- anchor: #n3736680

The results of the U.S. midterm elections eased market uncertainty and fueled a strong rebound in Taiwan stock futures overnight, which at one point rose more than 1,000 points. Although the Taiwan market closed lower yesterday and foreign investors were net sellers, the overnight rally suggests sentiment is improving. The market direction tomorrow remains to be seen.

Facts:
- Taiwan's weighted index closed at 42,948 points yesterday, down 358 points.
- Foreign investors were net sellers of NT$149.899 billion in Taiwan stocks yesterday.
- Taiwan index futures overnight surged more than 1,000 points at one point, reaching 44,274 points.
- The U.S. Democratic Party swept the midterm elections, scoring a historic victory.
- Democrats flipped traditional Republican strongholds such as Texas and South Carolina.

## Abandoned by the DPP? Taoyuan council candidate’s campaign billboard appears alongside appeals to save Shen Boyang and Wang Yichuan; he scoffs: “Desperate and grasping at straws”

- Published: 2026-11-04T23:28:27+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178619
- anchor: #n3736681

A campaign billboard for Taoyuan City Council candidate Huang Shijie appeared alongside billboards for Shen Boyang and Wang Yichuan, drawing attention. Huang mocked the move as his opponents “grasping at straws in desperation.”

Facts:
- The incident took place during Taiwan’s nine-in-one elections.

## Weather set to turn! Lows to dip into the 1X°C range on this day; new typhoon could form over the weekend with potential to become a super typhoon

- Published: 2026-11-04T23:21:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178608
- anchor: #n3736682

The Central Weather Administration forecasts that the northeasterly monsoon will strengthen tomorrow afternoon, bringing more rain to northern Taiwan and the east. Lows will dip into the 1X°C range from Monday to Tuesday next week. Meanwhile, a new typhoon, “Chapaka,” could form near Guam over the weekend. It has the potential to become a super typhoon, but is expected to turn north and will not directly affect Taiwan.

Facts:
- The northeasterly monsoon will strengthen from tomorrow afternoon, increasing the chance of brief, localized rain along the Keelung North Coast, in Yilan and Hualien, and in the greater Taipei area.
- Lows in northern Taiwan will fall to 19 to 20 degrees from Monday to Tuesday next week, with daytime highs of only about 22 degrees.
- Weather expert Jia Xinxing estimates that this year’s 31st typhoon, “Chapaka,” could form as early as Sunday or Monday next week.
- A new tropical system is expected to form in waters near Guam this weekend, and is more likely to turn north and move away.
- Fueled by the strong El Niño, the typhoon will encounter unusually warm sea temperatures and is expected to reach at least typhoon strength as it moves, with the potential to become a super typhoon.

## Breaking into Ukraine’s drone supply chain! 凌霄航太 signs MOU with Ukrainian firm UFORCE to establish cooperation framework

- Published: 2026-11-04T23:00:19+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178607
- anchor: #n3736683
- Companies mentioned: 凌霄航太、AerosoarX、UFORCE

凌霄航太 signed an MOU with Ukraine’s UFORCE at the Tainan Drone Exhibition, establishing a supply-chain cooperation framework. It will leverage Taiwan’s manufacturing strengths to help diversify sources of key components and improve supply-chain resilience.

Facts:
- 凌霄航太 and Ukrainian drone company UFORCE signed a memorandum of understanding (MOU) at the inaugural Taiwan Ocean Technology and Uncrewed Vehicles Exhibition.
- The inaugural Taiwan Ocean Technology and Uncrewed Vehicles Exhibition is being held at the Tainan Convention Center from the 3rd to the 5th.
- The partnership between 凌霄航太 and UFORCE aims to draw on Taiwan’s technology and manufacturing ecosystem to help UFORCE find alternative suppliers of components for uncrewed systems.
- UFORCE is an international uncrewed-systems technology company originating in Ukraine. Its business covers uncrewed platforms for sea, land and air, AI software, and command-and-control systems.
- 羅正方, chairman of 凌霄航太, said global uncrewed-systems companies continue to face challenges including sourcing key components and ensuring stable, reliable supplies.
- 凌霄航太’s strategic positioning is to become a “Resilient Supply Chain Partner,” using Taiwan’s technological capabilities to support the global uncrewed-vehicle industry.

## Two major projects launch in Kaohsiung’s Renwu District! 1.6-kilometer ecological trail around Guanyin Lake connected; staged opening of Bakong Bridge eases drainage bottleneck

- Published: 2026-11-04T22:47:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178620
- anchor: #n3736686

The Kaohsiung City Government’s Water Resources Bureau is advancing two projects in Renwu District: connecting the Guanyin Lake outer embankment trail into a 1.6-kilometer ecological corridor, and partially opening the rebuilt Bakong Bridge to ease a drainage bottleneck.

Facts:
- The Guanyin Lake outer embankment ecological trail project has a total budget of about NT$41 million.
- The Guanyin Lake outer embankment trail was fully connected at the end of October, creating an ecological corridor of about 1.6 kilometers.
- A lane of the rebuilt Bakong Bridge was partially opened to traffic at 6 p.m. on the 4th.
- The Bakong Bridge reconstruction project is expected to lower water levels at the confluence by more than 1 meter.
- Guanyin Lake covers about 30 hectares and is an important habitat for waterbirds and migratory birds.

## Tainan Christmas and New Year’s concert lineup revealed! 八三夭, KEIKO and 黃瑋昕 to perform in December

- Published: 2026-11-04T22:33:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11178618
- anchor: #n3736688

The Tainan City Government has announced the lineup for its 2027 Christmas and New Year’s events, inviting artists including 八三夭, 許富凱, KEIKO and 黃瑋昕 to perform at concerts and New Year’s Eve celebrations in Xinying, Yongkang and other locations. The events will be paired with a shopping festival to promote local tourism.

Facts:
- The Tainan City Government announced the first performers for the “2027 Tainan好young Christmas and New Year Series” on December 4.
- The first Nanying Grassland Concert will take place in Xinying on December 19, featuring 八三夭, PAPUN BAND and Japanese singer-songwriter 山元聰.
- Malaysian singer-songwriter Haezee 黃瑋昕 was nominated for Best New Artist at the Golden Melody Awards and this year received a nomination for Best Blues Song at the Golden Indie Music Awards.
- The “Rock Christmas Concert” will be held at the plaza west of the Yonghua Civic Center on December 24, followed by the “Tainan好young New Year’s Eve Party” on December 31.
- The 2026 Tainan Shopping Festival runs through March 15 next year. Spending NT$50 or more earns an entry in a prize draw, with prizes including a million-dollar electric vehicle.

## 〈U.S. Midterm Elections〉Trump’s push for rate cuts just got harder! Senate flips blue, building a bulwark for the Fed

- Published: 2026-11-05T02:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647109
- anchor: #n3738293

Democrats regained control of the Senate, limiting Trump’s ability to install allies on the Fed’s board and giving the central bank more room to resist political pressure and keep rates high to fight inflation.

Facts:
- Democrats regained control of the Senate in the U.S. midterm elections, adding another layer of protection for the Federal Reserve (Fed) against political pressure from the White House.
- As of early Wednesday, Democrats had won at least 54 Senate seats, with results still undecided only in Alaska and Mississippi.
- When the new Congress takes office, Massachusetts Senator Elizabeth Warren is expected to take over the Senate Banking Committee, which plays a key role in reviewing Fed nominations.
- 目前Fed七人理事會並無空缺，鮑爾在5月主席任期屆滿後選擇留任理事，其理事任期直到2028年1月。
- 去年8月理事庫格勒突然辭職時，米蘭接任並參與六次利率會議均投下異議票，主張更大幅度降息，直到今年5月由華許接替理事席次。
- By law, the president can remove a Fed governor only “for cause.” Legal scholars have long interpreted this to mean serious misconduct or dereliction of duty, rather than a mere policy disagreement.

## Price hikes not over? U.S. service-sector costs in October not yet fully passed on; Fed has little room to ease its inflation fight

- Published: 2026-11-05T01:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6646819
- anchor: #n3738294
- Companies mentioned: 美國供應管理協會、ISMI、標普全球、標普全球市場財智、ZeroHedge、《路透》

U.S. service-sector growth slowed in October, with the ISM nonmanufacturing index falling to 54.5. Although employment improved, tariffs and fuel costs kept input prices elevated, posing an inflation challenge for the Fed as markets anticipate possible further rate adjustments.

Facts:
- The U.S. nonmanufacturing index fell to 54.5 in October from 54.9 in September, below the estimate of 54.8.
- The ISM nonmanufacturing prices index came in at 73.0, its second-highest reading since mid-2022.
- The supplier deliveries index rose to 56.7, its highest since April, and has remained above 50 for 23 consecutive months.
- U.S. disposable income fell in September, while the savings rate dropped to a four-year low of 3.8%.
- The Fed held its policy rate range at 3.75% to 4% and reiterated that inflation remains elevated.
- The new orders index fell to 55.9 in October from 59.8, its lowest in four months.

## AI becomes a new bond-market wildcard! Tech giants issue $271 billion in bonds, with impact rivaling wars and elections

- Published: 2026-11-05T01:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645830
- anchor: #n3736744
- Companies mentioned: 景順(Invesco)、微軟(MSFT-US)、高盛(Goldman Sachs)、Meta(META-US)、亞馬遜(Amazon，AMZN-US)、Alphabet(GOOGL-US)、甲骨文(ORCL-US)、FHN Financial、Ruffer

The artificial intelligence (AI) financing boom has become a major factor in the bond market this year, important enough to rival wars, prospects for a Middle East peace deal and the U.S. midterm elections. The five hyperscalers have issued $271 billion in bonds so far this year, roughly equivalent to New Zealand’s gross domestic product (GDP).

Facts:
- The five hyperscalers have issued $271 billion in bonds so far this year
- The AI financing boom is important enough to rival wars, prospects for a Middle East peace deal and the U.S. midterm elections
- Many tech giants, apart from Microsoft, have exhausted their vast free cash flows
- Oracle’s 10-year bonds were priced at a yield of about 8%
- Meta is reportedly seeking to raise about $15 billion from the U.S. portion of a cross-currency bond deal

## 〈U.S. Midterm Elections〉Don’t get too excited about a year-end rally! 巴克萊 warns: two major AI challenges remain unresolved

- Published: 2026-11-05T00:16:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6646956
- anchor: #n3736745
- Companies mentioned: 巴克萊、彭博

巴克萊 says that although the U.S. midterm elections have removed political uncertainty, AI revenue contributions and financing challenges will continue to weigh on stocks. The risk of tighter regulation in Texas is also rising, complicating the outlook for a year-end rally.

Facts:
- 巴克萊 warns that how much revenue AI investments can generate and how companies will fund massive construction spending are key issues weighing on stocks.
- Alex Altmann is head of global equity tactical strategy at 巴克萊.
- After Democrats took control of Congress, U.S. stock index futures turned higher after falling.
- Texas accounts for about one-quarter of projected data-center construction.
- Gina Hinojosa was elected governor of Texas after repeatedly calling for a pause in data center development during her campaign.

## AI Infrastructure Spending Boom Drives Up Financing Costs! U.S. Tech Bond Spreads Reach Their Highest Level Since 2003

- Published: 2026-11-05T00:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645854
- anchor: #n3736746
- Companies mentioned: Google、GOOGL-US、微軟、MSFT-US、Meta、META-US、亞馬遜、AMZN-US、甲骨文、ORCL-US、Alphabet、輝達、NVDA-US、彭博、摩根大通、金融時報、巴黎銀行

U.S. tech giants are racing to invest hundreds of billions of dollars in AI infrastructure, driving up financing costs in the bond market. The borrowing-cost premium for investment-grade tech companies has reached its highest level since 2003, while bond spreads for companies such as 甲骨文 have widened, reflecting growing concerns about debt risks in the tech sector and uncertainty over cash-flow returns.

Facts:
- The average borrowing-cost premium for U.S. investment-grade tech companies over the broader market has climbed to its highest level since 2003.
- Bond spreads for U.S. tech companies have risen to a 3-year high.
- 甲骨文's bond spread is about 2.8 times that of the broad investment-grade bond index, the highest ratio on record.
- Alphabet's CDS costs have nearly doubled over the past year.
- 輝達's 5-year CDS spread has risen to 141.5 basis points.
- The net notional amount of AI-related CDS has climbed from less than $7 billion a year ago to nearly $30 billion.
- 巴黎銀行 forecasts that net issuance of euro-area investment-grade corporate bonds will increase 83% in 2027.

## U.S. Election Dust Settles; 凱基銀: Watch for New Tech-Sector Variables, Adopt a Dual Stock-and-Bond Strategy

- Published: 2026-11-04T23:59:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647152
- anchor: #n3736616
- Companies mentioned: 凱基銀行

With the U.S. midterm election results clear, 凱基銀行's Wealth Management Division advises investors to watch for new variables in the tech sector, such as AI regulation, and adopt a dual stock-and-bond strategy, focusing on tech leaders and defensive stocks while taking advantage of falling Treasury yields to allocate to investment-grade bonds.

Facts:
- 凱基銀行's Wealth Management Division said issues such as AI regulation, antitrust enforcement and data centers will become new variables for the tech sector.
- The 10-year U.S. Treasury yield has fallen to around 4.9%.
- 凱基銀行 recommends focusing equity allocations on tech leaders with steady earnings and lower regulatory exposure.
- The U.S. dollar index is expected to fluctuate within the 100-to-103 range.
- The post-election investment focus is shifting from betting on the election to assessing fundamentals and asset allocation.

## 〈U.S. Stocks Early Trading〉Wall Street Cheers as Democrats Win Big! Dow Surges More Than 1,000 Points; AI Infrastructure Stocks Under Pressure

- Published: 2026-11-04T23:40:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6646809
- anchor: #n3736617
- Companies mentioned: 德意志銀行、隆奧資產管理、WisdomTree、特斯拉、SpaceX、CoreWeave、IREN、Nebius、巴克萊、法國農業信貸銀行、川普媒體科技集團

Democrats took control of both chambers of Congress in the U.S. midterm elections, and 川普 accepted the results. The Dow surged nearly 1,000 points, but AI-related stocks came under pressure amid regulatory concerns.

Facts:
- The Dow Jones Industrial Average opened up nearly 1,200 points, or nearly 2.3%.
- Democrats won both chambers of Congress in the U.S. midterm elections.
- The 10-year U.S. Treasury yield fell 5 basis points to 4.91%.
- 特斯拉 (TSLA-US) shares fell 5.32% in early trading.
- Gold rose 2.77% to $4,049.70 an ounce.

## 〈U.S. Midterm Elections〉川普 Says He Accepts Election Results; Gloomy White House Atmosphere Like a Funeral

- Published: 2026-11-04T23:36:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647111
- anchor: #n3736618

President 川普 congratulated Democrats on their midterm election victory and said he accepted the results and was willing to work with them, but the atmosphere at the White House was gloomy. Media outlets interpreted the outcome as reflecting voter dissatisfaction with the status quo.

Facts:
- President 川普 congratulated Democrats on a series of victories in the early hours of the 4th, U.S. Eastern Time.
- 川普 said he was absolutely willing to accept the midterm election results and was ready to work with Democrats.
- Several U.S. media outlets said the midterm election results reflected voter dissatisfaction with high prices, the Iran war and government corruption.
- The atmosphere in the White House's East Room was described as gloomy, like a funeral.
- 川普 insisted that the midterm elections were not a referendum on him and that the United States had experienced a glorious 兩 years.

## Is SpaceX Making Money Faster Than Expected? Morgan Stanley Raises Revenue Forecast by Nearly 1 Times, Cash Flow Turns Positive 4 Years Earlier

- Published: 2026-11-04T23:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6646326
- anchor: #n3736619
- Companies mentioned: SpaceX、摩根士丹利、KeyBanc、潘興廣場資本

摩根士丹利 sharply raised its revenue and profit forecasts for SpaceX, projecting positive cash flow in 2031. But KeyBanc and Ackman warned of its huge capital spending and financing needs.

Facts:
- 摩根士丹利 raised its 2027 revenue forecast for SpaceX to $175 billion.
- 摩根士丹利 moved forward its forecast for SpaceX to break even on free cash flow by 四 years, to 2031.
- KeyBanc analysts raised SpaceX's 2027 capital spending budget to $473 billion.
- SpaceX shares fell 5.24% in overnight U.S. trading to $133.91.
- 摩根士丹利 cut its forecast for SpaceX bond issuance by about $280 billion.
- SpaceX's revenue for fiscal 2028 is forecast to reach $289 billion.
- SpaceX is forecast to have a price-to-earnings ratio of 17.6 times, below the S&P 500 index's 17.7 times.

## Qualcomm's Biggest 5G Partnership Yet! Teaming Up With SpaceX to Target America's Three Major Telecom Carriers

- Published: 2026-11-04T23:12:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647066
- anchor: #n3736620
- Companies mentioned: 高通(QCOM-US)、SpaceX(SPCX-US)、AT&T(T-US)、威瑞森(VZ-US)、T-Mobile US(TMUS-US)、EchoStar(SATS-US)、Boost Mobile、American Tower(AMT-US)、Crown Castle(CCI-US)、邁威爾(MRVL-US)、博通(AVGO-US)、英特爾(INTC-US)

Qualcomm and SpaceX signed a multi-year partnership to supply terrestrial 5G equipment and software for Starlink Mobile, with deployment expected in 2027. The move signals SpaceX's challenge to America's three major telecom carriers and will help Qualcomm expand its 5G infrastructure business.

Facts:
- Qualcomm and SpaceX signed a multi-year partnership to supply equipment and software for Starlink Mobile.
- The terrestrial 5G network is expected to be deployed at tens of thousands of large cell sites starting in 2027.
- SpaceX will use Qualcomm Dragonwing mobile network infrastructure hardware and software.
- Starlink accounted for 36% of the company's revenue and 85% of its operating profit in the third quarter.
- SpaceX announced last month that it had reached an agreement to acquire a nationwide portfolio of spectrum in the 800MHz band.
- SpaceX is valued at nearly $2 trillion.

## 標普500逼近7,500點關鍵支撐！摩根大通警告：失守恐引爆賣壓

- Published: 2026-11-04T23:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6645843
- anchor: #n3736622
- Companies mentioned: 標普500、摩根大通、MarketWatch

摩根大通技術策略師Jason Hunter警告，標普500指數逼近7,500點關鍵支撐，若失守恐引發賣壓與波動。該價位為9月16日低點，跌破後下一支撐區間為7,237至7,313點，涵蓋200日均線及費波那契回撤位。

Facts:
- 摩根大通技術策略師Jason Hunter警告，標普500指數逼近7,500點關鍵支撐，一旦失守可能引發更大規模賣壓。
- 標普500指數的關鍵支撐位是9月16日盤中低點，略高於7,500點。
- If 7,500 gives way, the next support zone is 7,237 to 7,313, encompassing the 200-day moving average and the 38.2% Fibonacci retracement level.
- Wall Street defines a 10% drop in an index from its recent high as entering correction territory.
- 標普500指數歷史高點為10月6日盤中的7,844.52點。

## SemiAnalysis: OpenAI and Anthropic Are Snapping Up All the World's New Computing Capacity

- Published: 2026-11-04T23:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6646925
- anchor: #n3736621
- Companies mentioned: SemiAnalysis、OpenAI、Anthropic、輝達、NVDA-US、Runtime、CoreWeave、NEBIUS、AWS、SoftBank Energy、Firmus

SemiAnalysis founder Dylan Patel said OpenAI and Anthropic are booking large amounts of the world's newly added computing capacity, creating market concentration and supply-demand imbalances, pushing up chip rental prices and making it difficult for emerging companies to secure capacity.

Facts:
- Global computing capacity has surged from 60 gigawatts at the end of 2024 to more than 100 gigawatts by the end of this year.
- The total computing capacity owned by OpenAI and Anthropic has soared from 4 GW at the end of last year to 10 GW this year.
- The median one-year contract rental price for 輝達 H100 data center chips has reached $2.80.
- 自建1百萬瓦B300叢集五年營運折舊年化成本約900萬美元。
- Running DeepSeek V4.1 Flash on 1 MW of computing capacity at 60% utilization could generate annual revenue of about $70 million.
- SemiAnalysis evaluated 323 cloud providers worldwide in its ClusterMAX assessment, and only 19 received an endorsement badge.
- Global AI capital spending is forecast to reach $11 trillion by the end of 2029.

## Expanding table purchasing in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 launches new initiative in partnership with SELUNO on Nov. 1

- Published: 2026-11-05T02:22:44+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000045.000193077.html
- anchor: #n3738417
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、SELUNO、セルノ、カリモク、飛騨産業、リーン・ロゼ、マスターウォール、ケルビンジョルマーニ

買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will partner with furniture distributor SELUNO from Nov. 1, 2026, to step up purchases of branded tables. The eligible brands include カリモク and 飛騨産業, among 5 companies, and qualifying models will be covered by a purchase guarantee of at least 5,000 yen.

Facts:
- From Nov. 1, 2026
- Purchase guarantee of at least 5,000 yen

## Expanding pre-move-out checks for large dish cabinets in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 strengthens checks of removal routes and disassembly feasibility; eligible brands covered by a 5,000-yen purchase guarantee

- Published: 2026-11-05T02:05:36+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000044.000193077.html
- anchor: #n3738415
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、パモウナ、綾野製作所、ニトリ

買取マクサス仙台泉店 in Sendai, Miyagi Prefecture, will strengthen its appraisal process from Nov. 1, 2026, by checking in advance the removal route and whether large dish cabinets can be disassembled. It will offer a 5,000-yen purchase guarantee on select models from パモウナ, 綾野製作所 and ニトリ.

Facts:
- From Nov. 1, 2026
- 5,000-yen purchase guarantee
- We will buy it for at least 5,000 yen
- Large kitchen boards at least 120 cm wide

## Expanding eligible branded sofas for purchase in Miyagi Prefecture | 買取マクサス仙台泉店 taps sales channels through its partnership with SELUNO; launch set for Nov. 1

- Published: 2026-11-05T01:47:54+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000043.000193077.html
- anchor: #n3738353
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、SELUNO、カッシーナ、カリモク、アクタス、大塚家具

買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will expand its eligible sofa purchases through its partnership with SELUNO from Nov. 1, 2026, and guarantee a purchase price of at least 8,000 yen for designated brands and models.

Facts:
- From Nov. 1, 2026
- We guarantee a purchase price of at least 8,000 yen

## Expanding appraisal services for OLED TVs in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 strengthens appraisal criteria and removal checks for large TVs; a 20,000-yen purchase guarantee for sets of 47 inches or larger

- Published: 2026-11-05T01:24:20+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000042.000193077.html
- anchor: #n3737034
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、ハミングバード101、SONY、BRAVIA、Panasonic、VIERA、SHARP、AQUOS、REGZA、LG Electronics、LGエレクトロニクス、Hisense、ハイセンス、TCL

買取マクサス仙台泉店 in Sendai, Miyagi Prefecture, expanded its appraisal services for large TVs, including OLED TVs, from Oct. 24, 2026, strengthening checks of screen condition and advance confirmation of removal routes. It is also offering a 20,000-yen purchase guarantee for LCD and OLED TVs that are 47 inches or larger and were purchased within the past 3 years.

Facts:
- From Oct. 24, 2026
- 20,000-yen purchase guarantee
- 47 inches or larger
- Purchased within the past 3 years
- 55 inches
- 65 inches
- 75 inches

## Expanding eligible beds and mattresses for purchase in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 launches new system in partnership with SELUNO

- Published: 2026-11-05T01:05:11+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000040.000193077.html
- anchor: #n3736987
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、SELUNO、シモンズ、テンピュール、マスターウォール、アートセッティングデリバリー

買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will partner with SELUNO from Nov. 1, 2026, to expand its eligible bed and mattress purchases. It guarantees a purchase price of at least 5,000 yen for qualifying models from designated brands, including シモンズ, テンピュール and マスターウォール.

Facts:
- From Nov. 1, 2026
- We guarantee a purchase price of at least 5,000 yen

## 昭和30年旗揚げ、上方落語界屈指の伝統を誇る「ABCラジオ 上方落語をきく会」通算125回目の公演が開催決定！昼の部は笑福亭鉄瓶、夜の部は桂佐ん吉が名物企画「しごきの会」に挑戦！

- Published: 2026-11-05T01:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000806.000040629.html
- anchor: #n3736988
- Companies mentioned: 朝日放送ラジオ株式会社、ABCラジオ、チケットぴあ、ローソンチケット、CNプレイガイド、イープラス

朝日放送ラジオは、昭和30年旗揚げの伝統公演「ABCラジオ 上方落語をきく会」通算125回目を2027年2月27日に国立文楽劇場で開催する。昼の部は笑福亭鉄瓶、夜の部は桂佐ん吉が名物企画「しごきの会」に挑戦する。チケットは2026年11月8日より発売。

Facts:
- Saturday, Feb. 27, 2027
- Sunday, Nov. 8, 2026, 10:00
- All seats reserved: 5,500 yen
- December of Showa 30 (1955)

## KKT合同会社 makes an LP investment in regional-issue-solving VC fund CJS2号ファンド

- Published: 2026-11-05T00:48:29+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000013.000182952.html
- anchor: #n3736804
- Companies mentioned: KKT合同会社、地域と人と未来株式会社、アニバーサリーコンシェル株式会社、株式会社檜葉三百、株式会社金沢ドラゴンクロス、株式会社RESORT CROSS、CROSS TOKYOグループ、ミントフラッグ株式会社、株式会社エス・アイ・ジェイ、株式会社Helical Fusion、Bioworks株式会社、プリズムキャピタル、ネオヴィアキャピタル、JAFCO

KKT合同会社 invested as an LP in 地域と人と未来CJS2号投資事業有限責任組合 (CJS2号ファンド), managed by 地域と人と未来株式会社. The fund held its final close on Nov. 4, 2026, with 17 operating companies, 10 financial institutions and 5 individual investors participating.

Facts:
- 17 operating companies
- 10 financial institutions
- 5 individual investors
- November 4, 2026
- 10-year term

## Launching air conditioner removal and collection support in Miyagi Prefecture | 買取マクサス also offers consultations on older air conditioners; purchase guarantee of up to 20,000 yen for units purchased within the past 3 years

- Published: 2026-11-05T00:19:46+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000039.000193077.html
- anchor: #n3736742
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス、買取マクサス仙台泉店、買取マクサス市川本八幡店、ダイキン、パナソニック、三菱電機、日立、富士通ゼネラル、東芝、シャープ、コロナ、アイリスオーヤマ

買取マクサス仙台泉店 in Izumi Ward, Sendai, Miyagi Prefecture, will begin offering consultation support for air conditioner removal and collection from Oct. 24, 2026. It will offer a purchase guarantee of 5,000 yen for single-person-use units and 20,000 yen for family-use units purchased within the past 3 years.

Facts:
- From Oct. 24, 2026
- Purchased within the past 3 years
- Up to 20,000 yen
- 5,000 yen for single-person use
- 20,000 yen for family use
- More than 5 years since purchase

## Already going into a 5th printing! 「ATMおじさん 異世界でモテ期が止まらない！1」: Neither his popularity with women nor the reprints are stopping! An otherworldly ecchi battle fantasy from 林達永, original creator of 「ドローイング」

- Published: 2026-11-05T00:10:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000001048.000049835.html
- anchor: #n3736740
- Companies mentioned: キルタイムコミュニケーション、ヴァルキリーコミックス、キミコミ、コミックヴァルキリー

キルタイムコミュニケーションは、ヴァルキリーコミックス『ATMおじさん 異世界でモテ期が止まらない！1』の5刷重版を発表。原作は林達永、作画はチェ・ミンジ。3月発売後、週間コミック1巻売上ランキングで2週連続TOP10入りした。また、最新第3巻は2026年11月6日発売予定。

Facts:
- 5th printing
- List price: 792 yen
- Made the TOP10 for 2 consecutive weeks

## Can an old, hard-to-use company portal sap employee motivation?

- Published: 2026-11-05T00:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000307.000038921.html
- anchor: #n3736741
- Companies mentioned: 株式会社揚羽、Microsoft、株式会社NTTデータグループ、三井情報株式会社、パーソルテンプスタッフ株式会社、住商グローバルエレクトロニクス株式会社、日本赤十字社

株式会社揚羽 will hold a free online seminar on improving company portals using SharePoint on Nov. 25, 2026.

Facts:
- Nov. 25, 2026
- Securities code: 9330
- Capital: ¥284.1 million

## A new hub for health is opening in Toyosu! Personal gym THE PERSONAL GYM豊洲店 opens!

- Published: 2026-11-04T23:55:17+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000055.000081498.html
- anchor: #n3736676
- Companies mentioned: First fit株式会社、THE PERSONAL GYM、ツエーゲン金沢

First fit株式会社 will open personal gym THE PERSONAL GYM豊洲店 in Toyosu, Koto Ward, Tokyo, on Nov. 1, 2026. It features some of the lowest prices in the industry and a high customer retention rate, and aims to revitalize the Toyosu area through partnerships with local businesses and support for corporate health management.

Facts:
- 1回あたり6,500円
- 7,150 yen including tax
- A retention rate of over 90%
- Up to 2 people can train at the same time
- Opening date: Nov. 1, 2026

## 美期中選舉共和黨慘敗 白宮發文強調川普「仍是你們的總統」

- Published: 2026-11-05T02:24:07+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611050004.aspx
- anchor: #n3738418
- Companies mentioned: 中央社、法新社、白宮、共和黨、民主黨、X

In the U.S. midterm elections, 共和黨 lost control of both the House of Representatives and the Senate. 白宮 posted a message on social media platform X stressing that 川普 “is still your president,” alongside a photo of him in the Oval Office.

Facts:
- （中央社華盛頓4日綜合外電報導）
- 1151105

## 5 rescued in residential fire in Hukou Township, Hsinchu County; 3 taken to hospital

- Published: 2026-11-05T02:15:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611050003.aspx
- anchor: #n3738416
- Companies mentioned: 中央通訊社、中央社、新竹縣消防局、新竹縣政府消防局

A residential fire broke out last night in the area around Dehe Road in Hukou Township, Hsinchu County. Firefighters rescued 5 people trapped on a fifth-floor balcony, and 3 were taken to hospital for smoke inhalation or feeling unwell. The cause of the fire is under investigation.

Facts:
- 5 people trapped on a fifth-floor balcony
- Flames broke out on the building’s fourth floor
- Balconies of 2 units
- A report was received at 10:15 p.m. yesterday
- The fire was extinguished at 10:55 p.m.
- 1 person suffered minor smoke inhalation
- Another 2 people felt unwell

## Mississippi Senate race tight in deeply red state; with 97% counted, candidates separated by just 28 votes

- Published: 2026-11-05T02:00:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611050002.aspx
- anchor: #n3738354
- Companies mentioned: 中央社、密西西比自由新聞、美聯社、英國廣播公司、華盛頓郵報

The U.S. Senate race in Mississippi is tight, with Republican incumbent Hyde-Smith and Democratic challenger Koren separated by just 28 votes with 97% of ballots counted. If Koren wins, he will become the state’s first Democratic U.S. senator since 1982 and its first Black U.S. senator since Bruce.

Facts:
- Separated by just 28 votes
- More than 40 years
- Among nearly 1 million ballots
- Stennis, since 1982
- Nearly 40% of the population is Black

## U.S. ADP jobs report for October beats expectations; private employment rises by 86,000, wages grow strongly

- Published: 2026-11-05T00:57:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611040375.aspx
- anchor: #n3736989
- Companies mentioned: ADP公司、中央社

The ADP report showed that private-sector employment in the U.S. increased by 86,000 in October, with strong wage growth and the services sector as the main driver.

Facts:
- U.S. private companies added 86,000 jobs last month
- Slightly below September’s 90,000
- Employment increased by 39,000
- Base pay rose 3.2% year over year
- Total wages rose 4.7% year over year

## U.S. gubernatorial elections: Democrats win historic victories in Texas and Georgia

- Published: 2026-11-05T00:44:52+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611040374.aspx
- anchor: #n3736743
- Companies mentioned: 中央社、路透社、德州論壇報

In U.S. gubernatorial elections, Democrats scored historic victories in key states including Texas and Georgia. If they gain at least 2 seats net, they will control more than half of the state governments.

Facts:
- There were 36 gubernatorial races in this election
- If Democrats can gain at least 2 seats net
- Abbott’s campaign spending was nearly 8 times that of O’Rourke’s
- A record of controlling more than half of the state governments for the first time since 2010
- Become the first Democrat elected governor of Texas since 1990
- The state’s first gubernatorial election since 2006 in which the incumbent did not win reelection
- Since the 1960s

## French institutions hit by cyberattacks; bank reportedly loses more than NT$4.3 billion, blood storage facility reaches 110°C

- Published: 2026-11-05T00:00:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611040373.aspx
- anchor: #n3736739
- Companies mentioned: 中央社、法新社、阿爾凱亞互助信貸銀行、Credit Mutuel Arkea、法國互助信貸銀行、Credit Mutuel、ZachXBT、法國國家血液中心、EFS、鴨鳴報、Le Canard Enchaîné

The French bank 阿爾凱亞互助信貸銀行 was hit by a cyberattack, with the amount involved reportedly reaching US$100,003,300. Hackers also attacked a cold-storage facility at 法國國家血液中心 and changed the temperature setting to 110°C, but there was no impact on health.

Facts:
- US$133 million
- About NT$4.372 billion
- 110°C
- -30°C
- 3 sites

## 谷歌 to invest US$15 billion in Malaysia; Anwar says move will help propel country into Southeast Asia’s digital powerhouse

- Published: 2026-11-04T23:59:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611040372.aspx
- anchor: #n3736677
- Companies mentioned: 谷歌、Google、新海峽時報、New Straits Times、東方日報、中央社

谷歌 announced it will invest US$15 billion in Malaysia between 2027 and 2028 to develop digital infrastructure. Malaysian Prime Minister Anwar said the move would help the country become a digital powerhouse in Southeast Asia.

Facts:
- US$15 billion
- Between 2027 and 2028
- More than 15 years of planning
- Announced in 2024
- More than 80 local companies

## After canvassing, Chiang Wan-an visits Wu Yi-hsuan campaign headquarters: KMT-TPP cooperation will grow closer

- Published: 2026-11-04T23:56:44+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611040371.aspx
- anchor: #n3736678
- Companies mentioned: 中央社、民眾黨

After canvassing, Taipei Mayor Chiang Wan-an visited the campaign headquarters of Wu Yi-hsuan, a Taipei City Council candidate from 民眾黨. They exchanged views on cooperation between the KMT and 民眾黨 and the urban renewal issue at the Nanjichang Night Market. Chiang said cooperation between the KMT and 民眾黨 would definitely grow closer.

Facts:
- Taking more than 2 hours
- Close to 10 p.m.
- The 4 incumbent Taipei City Council members from 民眾黨

## Marine pollution incident

- Published: 2026-11-05T01:00:06+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=OCA-marinePollution_3213&info=20043972
- anchor: #n3736910
- Companies mentioned: 海洋委員會、海洋保育署

海洋委員會海洋保育署 issued an ocean pollution alert following the capsizing of the Yilan-registered fishing vessel 「金瑞祥8號」. The affected area is about 27.5 nautical miles north of Bitoujiao.

Facts:
- 27.5 nautical miles

## Major fire incident alert (Hsinchu City)

- Published: 2026-11-04T23:32:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=NFA_Fire_20261104214509004&info=20043971
- anchor: #n3736890
- Companies mentioned: 內政部消防署

內政部消防署 issued a major fire incident alert for an apartment building at Lane 69, Dongnan Street, East District, Hsinchu City, urging the public to avoid gathering to watch and to plan ahead to avoid the alert area.

Facts:
- Effective time: 2026-11-04T22:32:02
- Expiration time: 2026-11-05T22:32:00

## Water Outage (Nantou County)

- Published: 2026-11-04T23:30:01+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611042230&info=20043970
- anchor: #n3736891
- Companies mentioned: 台灣自來水公司

台灣自來水公司 is conducting a functional test of water shutoff valves ahead of district metering area network construction in parts of Zhongliao Township and Caotun Township, Nantou County, resulting in phased water outages.

Facts:
- Effective time: 2026-11-04T22:27:17
- Expiry time: 2026-11-05T16:00:00

## 寶山第二水庫(放水至 石井溪)：自由溢流（新竹市,新竹縣）

- Published: 2026-11-04T23:18:40+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=WRA_ReservoirWarn_20261104221840_0000&info=20043969
- anchor: #n3736892
- Companies mentioned: 水利署

The 水利署 issued an updated notice on the free overflow of Baoshan No. 2 Reservoir into the Shijing River, affecting Baoshan Township, Emei Township, and Hsinchu City's East District, North District and Xiangshan District in Hsinchu County. Residents along the river are advised to stay alert and keep away from the riverbed.

Facts:
- Effective time: 2026-11-04T22:18:40
- Expiration time: 2026-11-05T01:19:00

## Water Outage (Changhua County)

- Published: 2026-11-04T21:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611042030&info=20043967
- anchor: #n3736898
- Companies mentioned: 台灣自來水公司

台灣自來水公司 is carrying out work to install water meters in the 0103 district, resulting in a localized water outage in parts of Haipu Village, Lukang Township, Changhua County.

Facts:
- 0103 district
- Lane 58
- Lane 247

## Water Outage (Changhua County)

- Published: 2026-11-04T21:30:02+09:00
- Source: Taiwan | 國家災害防救科技中心
- Original: https://alerts.ncdr.nat.gov.tw/web/alerts/detail?id=TWC_water_202611042030&info=20043968
- anchor: #n3736895
- Companies mentioned: 台灣自來水公司

台灣自來水公司預計於11月10日09:00至17:00在彰化縣鹿港鎮埔崙里及東石里部分區域執行水量計安裝作業，實施局部停水。

Facts:
- 11/10
- 09:00-17:00

## Health Calendar | Life can feel dull at times, but running brings a breeze - Heho健康

- Published: 2026-11-05T01:05:00+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388679
- anchor: #n3737070
- Companies mentioned: Heho健康

Long-term high stress and sitting for extended periods can lead to autonomic nervous system dysfunction among office workers. Active recovery through jogging or walking can activate the parasympathetic nervous system and relieve fatigue.