株式会社六石ゴルフ倶楽部 filed for application of the Civil Rehabilitation Act with the Tokyo District Court on Sept. 1, citing liabilities of about 5.6 billion yen, and received a preservation order. It aims to rebuild with support from Resol Holdings.
3 companies, 株式会社オッドナンバー, （株）イグニス and パルス(株), filed for voluntary bankruptcy with the Tokyo District Court on Aug. 4 and received commencement orders on the 5th. Combined liabilities are about 29.7 billion yen, caused by the end of each company's main business and insolvency.
Facts
Capital of 1 million yen
Capital of 100 million yen
Capital of 1.05 million yen
On Aug. 4
On the 5th of the same month
Established in March 2022 (Reiwa 4)
From 2024, operated by the company
Developed and operated since 2023
In 2024, a smartphone game app likewise
As of the December 2024 fiscal period
Insolvency reached about 9.6 billion yen as of the December 2024 fiscal period
ヒプノシスマイク -Dream Rap Battle- ended service in September 2025
In April 2026, it announced that it had fallen into a situation where "healthy management capable of continuing the service is impossible," and
ended the service in June of the same year
Originalメタバース部門でも同年5月に
Founded in May 2010 (Heisei 22)
Reorganized as a corporation in February 2021 (Reiwa 3)
Established in November 2016 (Heisei 28)
To about 153 creditors
About 10.72767 billion yen
To about 65 creditors
About 5.02492 billion yen
To about 172 creditors
About 13.98606 billion yen
About 29.73865 billion yen in total for the 3 companies
カフカ株式会社 received a bankruptcy commencement order from the Nagoya District Court on July 21, posting a net loss and ceasing business with liabilities of about 6.045 billion yen owed to about 110 creditors.
菱秋木材株式会社 (Noshiro) received a bankruptcy commencement order from the Akita District Court on July 14. It ceased business by July 31, 2025, and its liabilities are about 2.98 billion yen.
Amid a shrinking publishing market and rising costs that hurt its performance, 株式会社文學の森 halted operations by May 1 and began preparing to file for bankruptcy. Its liabilities are approx. 200 million yen.
Showa Holdings, listed on the Tokyo Stock Exchange Standard market, received a preservation administration order from the Tokyo District Court following a corporate reorganization petition filed by ジェイトラスト・アジア・プライベート・リミテッド.
Facts
Capital of 5,651,394,423 yen
As of July 17
Annual sales of approx. 8.558 billion yen
Non-consolidated: approx. 387 million yen
Liabilities of approx. 2,244,075,000 yen as of the end of the fiscal year ended March 2026
アエラホーム株式会社 filed for civil rehabilitation with the Tokyo District Court on July 16. Its liabilities are approx. 6.16 billion yen. ロゴスホールディングス, listed on the Tokyo Stock Exchange Growth market, will serve as sponsor and seek business revival through an absorption-type split into its subsidiary LHD-1.
東日本流通株式会社 filed for civil rehabilitation with the Chiba District Court on July 9 and received a decision to commence rehabilitation proceedings on the 13th. Its liabilities are estimated at approx. 4 billion yen.
株式会社MAKE VALUE filed for civil rehabilitation with the Tokyo District Court on July 13 and is seeking to rebuild with liabilities of approx. 4,823,380,000 yen.
Following a fraudulent contract case and worsening performance, 株式会社全東信 filed for quasi-self bankruptcy with the Osaka District Court on July 6 and received a bankruptcy commencement decision. Its liabilities are approx. 125.929 billion yen.
Three companies, 豊栄通商株式会社, 豊栄フードサービス株式会社 and 豊栄リアルエステート株式会社, received bankruptcy commencement decisions from the Tokyo District Court on June 24. Total liabilities are approx. 5.915 billion yen.
Facts
Capital: 10 million yen
TDB Company Code: 765059478
TDB Company Code: 847066904
June 24
The deadline for filing claims is July 22
The creditors' meeting on the asset status report is scheduled for October 8 at 2:30 p.m.
Explainer》Parents have NT$5 million in savings and plenty of stocks—can they still receive the farmers' pension? A look at the NT$500,000 income and NT$5 million property thresholds
Published ・ Source Taiwan | 風傳媒
This article explains Taiwan's asset limits for the farmers' pension, noting that bank deposits and stock market value do not count toward the NT$5 million real estate threshold, but interest and dividends count toward the NT$500,000 income threshold. Applicants since 2013 are subject to the limits, while those who received benefits before then are exempt. The 2026 review will use 2024 income data.
Facts
Eligibility for the farmers' pension is mainly subject to 2 asset tests: whether non-farm income reaches NT$500,000, and whether the value of real estate, after statutory deductions, reaches NT$5 million.
Bank deposit principal, stock market value, gold, jewelry, cars and other movable assets are excluded from the real estate asset test.
First-time applicants from Jan. 1, 2013, must have total non-farm income below NT$500,000 to qualify.
The 2026 farmers' pension income asset review will use 2024 income as its basis.
Up to NT$4 million can be deducted for an owner-occupied home when calculating the real estate asset test.
People who were already receiving the farmers' pension by the end of December 2012 are not subject to the NT$500,000 income and NT$5 million real estate limits.
Don't use ATMs just to withdraw cash! 4 hidden features many people don't know about: make interbank deposits and even pray for protection from Tai Sui
Published ・ Source Taiwan | 風傳媒
The article introduces several useful ATM features, including interbank deposits, foreign currency withdrawals, bill payments and temple services for lighting votive lamps. It also explains related fees, restrictions and how to handle problems.
Facts
Interbank deposits incur a fee of NT$15 to NT$20 per transaction, depending on the bank.
中國信託、第一銀行、玉山銀行 and 國泰世華 charge NT$15 for interbank deposits.
永豐銀行 charges NT$20 for interbank deposits.
The general daily limit for interbank deposits into a single account is NT$30,000.
Some branches of 兆豐銀行, 臺灣銀行, 中國信託 and 玉山銀行 have foreign-currency ATMs.
永豐銀行 once introduced temple-themed custom ATMs at locations including 嘉義新港奉天宮.
You can still receive retirement benefits even if you don’t work or pay National Pension premiums! The Labor Ministry pays NT$4000 a month to eligible recipients until death: how to apply
Published ・ Source Taiwan | 風傳媒
The Ministry of Labor explained the application details for the National Pension old-age basic guaranteed pension. People born before October 1, ROC year 32, may receive NT$4,049 a month without paying premiums if they pass reviews of their residency, income and assets.
Facts
The old-age basic guaranteed pension provides a fixed monthly payment of NT$4,049.
Applicants must have been born on or before October 1, ROC year 32.
Applicants’ total income across all categories on their annual consolidated income tax returns must be below NT$500,000.
In principle, the combined assessed present value of land and assessed standard price of housing registered under an applicant’s name must be less than NT$5 million.
In each 12-month period within the 36 months before the month of application, applicants must have lived in Taiwan for at least 183 days.
The National Pension program officially launched on October 1, ROC year 97.
A deduction of up to NT$4 million may apply to a home and land that qualify as the applicant’s sole owner-occupied residence.
偉翔生技 targets the global wound-care market, worth US$26.3 billion, and builds a resilient biomedical supply chain in Taiwan
Published ・ Source Taiwan | 風傳媒
偉翔生技 has established a presence in the Hsinchu Science Park’s Yilan Park. Its Well Shine® Biopolymer has earned recognition from the National Innovation Award, and the company has obtained a medical device license for wound dressings as it builds a resilient biomedical supply chain in Taiwan and targets the global wound-care market.
Facts
偉翔生技 passed a review by 國科會 in 2020 and officially established a presence in the Hsinchu Science Park’s Yilan Park.
偉翔生技’s Well Shine® Biopolymer material won recognition in the “Specialty Materials” category at the 22nd National Innovation Award.
Through an independently developed process, 偉翔生技 increased the extraction efficiency of naturally sourced polymers by about 33 times compared with its earlier process.
偉翔生技 currently supplies 24 metric tons of gel and 27,000 metric tons of liquid annually.
The global wound-care market was worth US$26.3 billion in 2025.
The Procode®璞絡康™ sterile wound dressing developed by 偉翔生技 has obtained a medical device license (衛部醫器製壹字第 010723 號).
偉翔 wound-dressing sheets are freeze-dried dressings made from 100% Ganoderma lucidum polymer, with no nonwoven fabric or other materials incorporated.
台灣展翅協會 and 國立臺灣圖書館 have teamed up on a special exhibition to prevent online grooming and raise online safety awareness among children and parents. Combining real cases with interactive features, the exhibition helps families recognize grooming tactics and find ways to seek help.
Facts
Service data from 台灣展翅協會 for 2025 show that 58% of child and adolescent victims were groomed online, and 35% of them were subsequently subjected to sexual extortion.
台灣展翅協會 and 國立臺灣圖書館 have launched “Shadows Hidden in Conversations,” a special exhibition to prevent online grooming.
A survey by the international child online safety research project “Disrupting Harm” found that 34% of children and adolescents who had experienced online sexual exploitation had never told anyone.
The exhibition uses five interactive zones to help families recognize grooming tactics and establish safe boundaries.
New Taipei’s most livable area isn’t Xinzhuang or Zhonghe-Yonghe! Locals recommend one place for its convenient transportation and well-developed amenities: visiting completely changed their minds
The user and their girlfriend earn about NT$1 million and NT$600,000 a year, respectively, and have a budget of NT$4.5 million.
Their target price range is NT$12 million to NT$14 million for a pre-owned home.
The user narrowed their home search to Zhonghe and Tucheng because of transportation considerations.
The user said the area around Haishan in Tucheng has good amenities and a well-established commercial district.
Tucheng has been discussed in connection with future developments including an interchange opening, the Sanying line, the Wanda-Zhonghe line and a judicial park.
Some commenters said the area near Zhonghe Station has many old homes, poor roads and no parks.
Tucheng has four MRT stations—Dingpu, Yongning, Tucheng and Haishan—with Haishan Station located between New Taipei Industrial Vocational High School and an elementary school.
How did Republicans lose the midterm elections? BBC examines five major factors: soaring prices and an unpopular war with Iran
Published ・ Source Taiwan | 風傳媒
The Democrats won big in the US midterm elections and took control of Congress. Republicans suffered a major defeat due to five factors: soaring prices, controversy over the war with Iran, poor campaign strategy, low approval ratings for Trump and a loss of support among minority voters.
Facts
The Democrats won a sweeping victory in the US midterm elections and took control of Congress.
US prices rose 3.7% in the year through September, driven mainly by increases in fuel and energy prices.
Original近八成選民（79%）表示，過去一年通膨對他們及家人的生活造成嚴重或中等程度的困難。
Original約六成（63%）受訪者認為美國對伊朗採取軍事行動是錯誤決定。
In counties where Hispanics make up a majority of the population, Republican Senate candidates’ election performance fell by more than 22 percentage points compared with the 2024 presidential election.
Was 輝達’s move to Beishike delayed by interference from Mayor Chiang’s administration? Dai Hsi-chin reveals the truth and hits back: even Green Party councilors won’t touch this issue
Published ・ Source Taiwan | 風傳媒
Dai Hsi-chin rebutted claims circulating publicly that 輝達’s move to Beishike was delayed by interference from Chiang Wan-an’s administration, and revealed what was behind the issue. He also criticized the issue as so sensitive that even councilors from the pan-green camp are reluctant to get involved.
Did Shen Po-yang “guess” that Taipei has the most child abuse cases? Chen Yi cites 3 points to criticize his lack of understanding of city affairs and says Chiang Wan-an’s assessment is completely right
Published ・ Source Taiwan | 風傳媒
Shen Po-yang questioned whether Taipei had the highest number of child abuse cases and whether the data was suspect. Chen Yi cited three points in rebuttal and voiced support for Mayor Chiang Wan-an.
A new department store is coming to Taiwan! A “nearly 5000-ping megamall accessible by high-speed rail and the airport MRT, with convenient transportation”—opening date revealed
Published ・ Source Taiwan | 風傳媒
誠品生活 has announced a partnership with 臻鼎科技集團 to build a standalone store of nearly 5000 ping in front of Taoyuan’s Qingpu High-Speed Rail Station, scheduled to open at the end of 2028. The project aims to use its convenient transportation links to create a new hub for lifestyle and aesthetics in Taoyuan.
Facts
誠品生活 has announced plans to open a new store in front of Taoyuan’s Qingpu High-Speed Rail Station.
誠品生活’s Taoyuan Qingpu store is scheduled to open at the end of 2028.
誠品生活’s Taoyuan Qingpu store is being developed jointly by 臻鼎科技集團 and 誠品生活.
Architect Hsiao Po-wen is overseeing the architectural design of 誠品生活’s Taoyuan Qingpu store.
誠品生活’s Taoyuan Qingpu store will introduce a new type of bookstore unlike its existing stores in Taiwan.
Explainer: If a wife has no income, why can’t she join her husband’s National Health Insurance plan? The NHI Administration reveals 1 key point many couples get wrong
Published ・ Source Taiwan | 風傳媒
The Ministry of Health and Welfare’s National Health Insurance Administration clarified that company owners must enroll in health insurance themselves and cannot be covered as dependents of their spouses. In 2026, the minimum insured salary for owners of businesses with fewer than 5 employees is NT$42,000; violators will be fined.
Facts
In principle, company owners must enroll as Category 1 insured persons even if they receive no salary, and cannot be covered as dependents of their spouses.
People who qualify as Category 1 insured persons on 2 or more grounds must enroll under their primary work status.
The primary job is determined first by comparing the amount of time spent doing paid work in practice.
In 2026, the minimum insured salary that business owners with fewer than 5 insured employees must report with supporting documentation is NT$42,000.
In 2026, a business owner insured at NT$42,000 with no dependents pays NT$2,171 a month in health insurance premiums.
Those who violate the rules by enrolling as dependents may face a fine of up to NT$15,000 and be required to repay underpaid premiums for the past 5 years.
Weather: Is a record-breaking cold wave on the way? Two stronger cold-air surges to hit Taiwan, with temperatures plunging into the “1” range; wettest and coldest period nationwide revealed
Published ・ Source Taiwan | 風傳媒
National Central University Associate Professor Wu Der-rong analyzed the weather for the coming week, saying the northeast monsoon will affect Taiwan in 2 waves, with rain and cold more pronounced from the 9th to the 10th. Former Central Weather Bureau Director Cheng Ming-dian explained the polar stratospheric warming phenomenon and urged people to watch for cold air flowing out of the polar region, while stressing that there is currently no confirmation of a record-breaking cold wave.
Facts
The northeast monsoon will move south on November 6 and 7, bringing scattered brief showers to the greater Taipei area and eastern Taiwan, while temperatures fall in northern Taiwan.
From the morning of Nov. 9 through the 10th, the northeast monsoon will strengthen again, bringing more significant rain to windward areas. The cold air will be slightly stronger than the previous wave.
At an altitude of about 23 kilometers above the Arctic, temperatures rose from minus 69 degrees Celsius to minus 54 degrees in 4 days, an increase of nearly 15 degrees.
Tropical Storm In-fa is turning northeast and speeding up today. It will gradually become an extratropical cyclone.
Another tropical disturbance is active north of Guam. If it develops into a typhoon, its forecast track is still expected to make a large loop, posing no threat to Taiwan.
After a crushing midterm defeat, how will Trump's China policy change? Chip exports, arms sales to Taiwan and tariffs explained at a glance
Published ・ Source Taiwan | 風傳媒
After the U.S. midterm elections, Trump's China policy faces Democratic oversight and challenges, particularly over chip exports, arms sales to Taiwan and tariffs. Chinese online discourse, spurred by an incident involving an American influencer, has turned to criticizing Chinese women with foreign partners, reflecting strict expectations of patriotism.
Facts
The Democrats will use their majority in the House of Representatives to oversee Trump's China policy and will have the authority to summon government officials to testify and investigate the basis for tariff exemptions.
Trump may ignite a new tariff war in response to Democratic pressure to investigate his policies.
Chinese online discourse has called Chinese women with foreign partners “traitors to the nation” and ostracized them.
The Chinese government is concerned that independent women will lower marriage and birth rates, and therefore takes a repressive stance toward the feminist movement.
Not Wu Tao or Liang She Han! Taiwan's strongest bento chain TOP 10 champion is “it”—diners praise its tender, generous portions of meat and fresh dishes that leave you full
Published ・ Source Taiwan | 風傳媒
《網路溫度計DailyView》 used 《KEYPO大數據關鍵引擎》 to identify ten of the most talked-about bento chains, including 成大器、君悅、高鐵、正忠、福隆、池上木片 and 悟饕.
Facts
君悅排骨 was founded in 1988. Its signature pork chop rice is priced at NT$180, while other main dishes, such as chicken leg, fish fillet and beef brisket rice, cost NT$200.
君悅排骨's online mentions surged to 1,035 in a single day on July 8, 2026, following an incident involving problematic cooking oil.
正忠排骨飯 now has more than 30 locations across Taiwan and is known as the “southern powerhouse of the bento world.”
福隆便當 raised its price to NT$90, prompting online discussion about rising prices.
池上木片便當 uses natural wooden boxes that absorb excess moisture and grease to keep the rice springy.
悟饕池上飯包 began its transformation in 1999, adopting modern corporate management and a nationwide franchise model. It now has more than 200 branches.
Taiwan stocks brief: U.S. midterm elections are over! Will Taiwan stocks remain weak? Open down more than 300 points
Published ・ Source Taiwan | 風傳媒
The Democrats won control of both chambers of Congress in the U.S. midterm elections, and Trump accepted the results. The Dow surged, but the Philadelphia Semiconductor Index plunged. Taiwan stocks opened down more than 300 points, while oil prices slumped on expectations of a ceasefire.
Facts
The U.S. midterm election results are official: the Democrats have won control of both the Senate and the House.
Taiwan stocks opened down 282.78 points today (the 5th) at 42,666.13 points, with losses subsequently widening to more than 300 points.
The Dow posted its biggest single-day gain since April 9, 2025, rising 1,569.40 points, or 3.03%.
Labor Ministry handing out money! A “1 cash payment from the government” for people aged 55 and older: NT$60,000 deposited if you qualify. How to apply for the employment incentive
With help from an employment center and a government incentive program, 68-year-old Mr. Lin successfully found work maintaining the grounds at 南寶鄉村高爾夫球場.
The government offers a “continued employment subsidy” to encourage employers to keep hiring workers who have reached retirement age.
The government offers a “job redesign” program to help businesses improve work environments and adjust workflows.
Explainer: Is it more profitable to claim labor insurance annuity benefits later? What’s the difference at ages 60, 65 and 70? Retirement benefit calculations reveal the truth
Published ・ Source Taiwan | 風傳媒
The Bureau of Labor Insurance, Ministry of Labor, announced that the statutory age for claiming labor insurance old-age annuity benefits will rise to 65 starting in 2026, and explained the rules for reductions or increases for early or deferred claims. Using specific calculation examples, the article analyzes how different claiming ages affect monthly benefits and cumulative totals, and reminds the public to pay attention to eligibility and the timing of leaving a job and ending insurance coverage.
Facts
Starting January 1, 2026, the statutory age for claiming labor insurance old-age annuity benefits will rise to 65.
Original勞保年金提前請領每1年減少4%，延後請領每1年增加4%，最多增減20%。
For example, with an average monthly insured salary of NT$40,000 and 30 years of labor insurance coverage, the monthly benefit would be NT$14,880 at age 60, NT$18,600 at age 65 and NT$22,320 at age 70.
The cumulative benefits received by someone who claims at age 60 and someone who waits until age 70 are estimated to become equal at around age 90.
For ordinary workers born in Minguo 51 (1962) or later, the statutory claiming age is 65.
Workers who meet the special-work eligibility requirements may claim under special provisions if they have at least 15 years of service in hazardous work, such as working in a pressurized chamber, and are at least 55 years old.
Remember to check your passbook! The Labor Insurance Bureau is paying out a “cash bonus of up to NT$100,000 per person” today—unclaimed money will be forfeited. See when all 19 benefit payments will be deposited
Published ・ Source Taiwan | 風傳媒
The Labor Insurance Bureau has published its benefit payment schedule for November 115. National Pension maternity benefits will be increased to a maximum of NT$100,000 per birth. A total of 19 payments will be made this month, with larger payments concentrated at the end of the month. The bureau reminds the public to note application deadlines and deposit dates.
Facts
Starting January 1, 2026, National Pension maternity benefits will be raised substantially to a maximum of NT$100,000 per birth.
The Bureau of Labor Insurance, Ministry of Labor, will issue 19 payments over the course of November 2026.
Twins can receive NT$200,000 in National Pension maternity benefits, and triplets can receive NT$300,000.
On November 27, labor insurance annuity benefits, occupational accident insurance annuity benefits and monthly labor pension payments will be issued together.
On November 30, 6 types of benefits will be paid together, including National Pension old-age annuity and survivor annuity benefits.
National Pension maternity benefits have a 5-year application deadline. The right to claim automatically expires if no application is made within that period.
People who give birth within 1 year after leaving National Pension coverage due to the same pregnancy and have not received maternity benefits from another social insurance program are also eligible to apply for National Pension maternity benefits.
Democrats control Congress. Will Trump make a major turn in China policy? Scholar: No significant changes in the short term
Published ・ Source Taiwan | 風傳媒
The U.S. Democrats won control of Congress in the midterm elections. Scholar 費多麗 said that despite concerns about a policy shift, the two parties' shared strategic approach to China and the structure of presidential power mean U.S. policy toward China will remain stable in the short term, with no major changes.
Facts
The U.S. Democrats won control of the House and Senate in the November 3 midterm elections.
Chinese Foreign Ministry spokesperson Mao Ning said China is willing to continue working with the United States to uphold and implement the important consensus reached by the two countries' leaders.
Professor 費多麗, who has long studied the Chinese economy at the University of Würzburg in Germany, believes U.S. policy toward China will not change significantly in the short term.
Acting U.S. Navy Secretary 高雄 said the United States is suspending a US$14 billion arms sale to Taiwan.
Professor 費多麗 said countries in the Global South consider the Trump administration's policies unpredictable, leading to a widespread rise in China's image and influence.
A workplace accident occurred on October 19 at the construction site of 台積電's new plant in Nanzi, Kaohsiung, killing 4 contractor workers who fell from a height. The article says 台積電 has been linked to 19 fatal workplace accidents since 2019, and questions whether lives are being treated as too cheap amid rushed construction and parallel contracting, while the law makes it difficult to hold 台積電 accountable.
Facts
A workplace accident at the construction site of 台積電's new plant in Nanzi, Kaohsiung, on October 19 killed 4 contractor workers who fell from a height.
Yang Jia-zhen, a crane signalman hired by a contractor at 台積電's Chiayi plant, received NT$15.3 million in compensation following an accident.
Original台電2023年南投魚池鄉外包商工安意外獲賠金額為1420萬元。
Since 2019, 台積電 has been linked to 19 fatal workplace accidents.
Taiwan’s construction industry is rife with layers of subcontracting. When a serious occupational safety accident occurs, legal accountability often extends only as far as the general contractor.
The Occupational Safety and Health Act also cannot hold 台積電 liable for workplace accidents involving its subcontractors.
Based on audience feedback on costume Chinese dramas from 2024 to 2026, this article ranks the 10 most beautiful supporting actresses of the past 3 years. 陳都靈 of 《永夜星河》 takes the top spot, with other actresses including 孔雪兒, 宣璐 and 代露娃, showcasing a diverse range of costume-drama aesthetics.
Facts
This article compiles a ranking of the 10 most beautiful supporting and guest actresses in costume Chinese dramas over the past 3 years, from 2024 to 2026.
陳都靈 made a guest appearance as the mirror demon in the 2024 fantasy costume drama 《永夜星河》 and earned top marks for her stunning red outfit.
孔雪兒 played 鄭楚玉 in the 2025 costume drama 《折腰》 and drew attention for the contrast between her sweet appearance and willful personality.
張雅欽 played 李幼貞, the county princess of 吉安, in the 2025 costume drama 《國色芳華》. Her Tang-style look was hailed as that of a wealthy flower.
代露娃 played the demon lord 茯苓 in the 2025 fantasy drama 《白月梵星》, conveying the appeal of a villain with ruby-red crystal lipstick and a piercing gaze.
宣璐 played 蘇娥皇 in the 2025 costume romance 《折腰》. Her later look, featuring a gold openwork butterfly mask, sparked discussion.
楊超越 made a guest appearance as the real 姜梨 in the 2024 costume revenge drama 《墨雨雲間》, earning praise for her pitiful expression and tearful acting.
郭曉婷 played 塗山雅雅 in the 2024 fantasy costume drama 《狐妖小紅娘月紅篇》, winning praise for her lively expressions and fox-clan costumes.
Behind the Scenes》What Is 賴清德 Up To? Lavishly Praising 張善政 Has Local 民進黨 Officials at Their Wits’ End—Is the 桃園 Election Already Over?
Published ・ Source Taiwan | 風傳媒
The article’s headline questions whether 賴清德 has gone overboard in praising 張善政, causing headaches for local 民進黨 officials, and asks about the state of the 桃園 election.
Every One of These Is an Easy Walk! 5 Beginner-Friendly Mountain and Coastal Trails Across Taiwan, Featuring a Taiwan-Style Great Wall and Heavenly Views of 忘憂谷
Published ・ Source Taiwan | 風傳媒
台灣旅行小幫手 introduces 5 beginner-friendly mountain and coastal trails across Taiwan, including 野柳里 in 新北, 霞光 in 沙鹿, 好望角 in 後龍, 忘憂谷 in 基隆 and 龍洞灣岬 in 新北. These easy trails offer beautiful scenery and are suitable for leisurely hikes and sightseeing.
Facts
野柳里 Hiking Trail is about 0.97 kilometers long and takes about 35 minutes to walk one way.
霞光 Trail in 沙鹿 is about 1.9 kilometers long and runs beneath the elevated section of National Freeway No. 3.
臺中市觀旅局 completed an extension of 霞光 Trail in 沙鹿, about 780 meters long, in August 2025.
The ancient rock formations along 龍洞灣岬 Trail are 35 million years old.
忘憂谷 is a V-shaped valley below the observation deck at 八斗子 Coastal Park.
野柳里 Hiking Trail is located in the alleys between Nos. 6 and 8, 港東路, 萬里區, 新北市.
霞光 Trail in 沙鹿 is located along Section 6 of Taiwan Boulevard in 沙鹿區, 臺中市.
Nov. 5 International Morning Brief｜劉雲平, who pushed for 14 billion in arms sales to Taiwan, wins reelection; U.S. House speaker drops out of leadership race; Spain’s transport minister resigns after 115 people are killed in 9 months of train crashes
Published ・ Source Taiwan | 風傳媒
All Taiwanese American candidates win U.S. midterm House races, bringing the total to 3; Speaker 強生 drops out of the leadership race after his party’s defeat. A Florida plane crash that killed 9 faces a lengthy investigation, Taiwan, Japan and South Korea are set to negotiate bluefin tuna quotas, and Spain’s transport minister resigns after a high-speed rail accident.
Facts
U.S. House Speaker 強生 has decided to drop out of the race for minority leader after Republicans suffered a crushing defeat in the midterm elections.
Nov. 5 Morning Brief｜永豐銀行’s 41.76 million embezzlement: ‘Cause revealed’ and chair responds; Is a rooftop metal-sheet addition illegal? ‘4 conditions’ exempt it from a building permit; weather turns this afternoon, with cooler, rainy conditions in the north from Friday
Published ・ Source Taiwan | 風傳媒
Hackers stole 41.76 million yuan from 永豐銀行, whose chair apologized with a bow and plans to seek compensation from its vendor; Taipei City sets standards for determining whether rooftop additions are illegal; U.S. midterm results drive a sharp rally in U.S. stocks.
Facts
Accounts at 永豐銀行 were hit by unauthorized transfers, affecting 418 customers and 427 transactions, for a total of 41.76 million yuan.
永豐銀行 Chairman 曹為實 and President 莊銘福 apologized with a bow over the unauthorized transfers and confirmed that an external hacker exploited a software flaw in the bank’s new online banking system vendor’s program.
Taipei City stipulates that rooftop additions are generally considered illegal structures, with different treatment for old and new additions determined by whether they predate Jan. 1, ROC Year 84.
The Democratic Party won both chambers of Congress in the U.S. midterm elections. The Dow Jones Industrial Average surged more than 1,000 points at the open, while Taiwan index futures briefly jumped 1,071 points overnight.
An explosion at a 台灣松下 factory in 湖口, 新竹, injured 5 people and left 2 missing; a chemical plant fire in 彰濱 Industrial Park left 1 employee rescued with burns.
Commentary: Three Lives Lost in a Week vs. a Bottle of Mineral Water for 35 Yuan—顧立雄’s Fall into the Defense Black Hole
Published ・ Source Taiwan | 風傳媒
Defense Minister 顧立雄 faces a crisis over his inability to manage the military, with the Ministry of National Defense losing three service members in half a month and a farcical procurement saga in which the quoted price for emergency drinking water plunged from 120 yuan to 35 yuan. The article criticizes senior officials’ detachment from the rank and file and their arrogant budget management, and mocks the failure of reforms after 顧立雄 went from human rights lawyer to minister.
Facts
The Ministry of National Defense has seen three junior service members die in a string of incidents over half a month.
The Ministry of National Defense’s quoted price for emergency drinking water fell from 120 yuan per bottle to 35 yuan.
The Ministry of National Defense initially claimed that not even one yuan could be cut from the emergency drinking water budget.
Legislator 馬文君 said that long-term storage water of the same specifications in Japan costs just 26 Taiwan dollars.
The Ministry of National Defense saved the public more than 400 million yuan through the emergency drinking water case.
The Ministry of National Defense reassigned the 206th Brigade commander and political warfare director in response to management failures.
顧立雄 previously served as chair of the Financial Supervisory Commission and as a defense lawyer in the 洪仲丘 case.
Call for financial institutions to submit proposals for fund management and financial planning
Published ・ Source Taiwan | 國家實驗研究院
財團法人國家實驗研究院 is inviting financial institutions to submit proposals for fund management and financial planning, for reference in future fund management.
National Institutes of Applied Research Teams Up with 汎銓科技 to Overcome Post-Structure Analysis Bottleneck in Next-Generation EUV Process, Helping Taiwanese Firms Break into the Supply Chains of Major International Semiconductor Companies
Published ・ Source Taiwan | 國家實驗研究院
國研院國儀中心 and 汎銓科技 have cooperated to successfully develop an atomic layer deposition coating technology with an operating temperature below 100℃, solving the problem of wafer structure analysis after High-NA EUV processes. This result helped 汎銓科技 break into the supply chains of the world's top 3 semiconductor equipment makers and manufacturers, and it was cited and published by the international leader 艾司摩爾（ASML）.
Racing against death: NARLabs develops key AI technologies for disaster prevention and relief
Published ・ Source Taiwan | 國家實驗研究院
國研院國震中心 has launched three AI disaster prevention and relief technologies, including the "POSEIDON 1" firefighting water supply dispatch assistant, the "Rapid Building Earthquake Damage Assessment AI Model," and "Safe and Earthquake-Resistant: My AI." They are applied respectively to fire rescue, post-disaster building assessment, and home health checks for the public, in order to improve rescue efficiency and living safety.
18th NARLabs Cup i-ONE Instrument Technology Innovation Award: National Tsing Hua University and Mingdao High School take top prizes
Published ・ Source Taiwan | 國家實驗研究院
At the 18th NARLabs Cup i-ONE Instrument Technology Innovation Award, National Tsing Hua University and Mingdao High School won first prize in the college and secondary school categories respectively, with companies such as Syntec Technology co-sponsoring and supporting the event.
The 2026 Special Excellence Award went to the research team of Distinguished Professor Chih-Lung Lin of the Department of Electrical Engineering at 成功大學
8 research centers under NARLabs
at the 2025 International Conference for High Performance Computing, Networking, Storage and Analysis (SC25) held in St. Louis, USA
Building a cross-disciplinary biomedical research collaboration platform: Professor Fang-Chia Chang takes over as director of 國研院 生物模式中心
Published ・ Source Taiwan | 國家實驗研究院
國研院 held a handover ceremony for the director of the 國家生物模式中心 on October 1, 2026. Distinguished Professor Fang-Chia Chang of the College of Veterinary Medicine at 國立臺灣大學 took over, aiming to build a cross-disciplinary biomedical research collaboration platform.
Pooling cross-disciplinary resources to improve the science and technology policy support system: Professor Chao-Ning Liao takes over as director of the NARLabs 科政中心
Published ・ Source Taiwan | 國家實驗研究院
The 國家實驗研究院 under the 國科會 held a handover ceremony on October 1, 2026 for the director of the 科技政策研究與資訊中心 (科政中心). Professor Chao-Ning Liao of the Department of Economics at 國立清華大學 took over, aiming to integrate resources and improve the science and technology policy support system.
Taiwan and Europe join forces in semiconductors! 國研院 hosts the TECIF 2026 Taiwan-Europe Chip Innovation Forum in Belgium to jointly build a resilient global Silicon Island ecosystem
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
attracted more than 300 senior representatives and experts and scholars from industry, government, academia and research in Taiwan and Europe
國研院 ✖ National Library of Public Information: Popular science special exhibition opens, Dim. Strolling. Scavenger: Discovering the life trajectory of the giant isopod
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
aphotic zone environments below 200 meters in depth
oceans cover more than 70% of the Earth's surface
the seabed at a depth of about 2,500 meters at most
In 1977, when the US crewed submersible 阿爾文號 (Alvin) was carrying out a dive mission in the Pacific Ocean
國研院 teams up with top Taiwanese and Japanese scholars to break through key 2D materials technology, successfully achieving a highly uniform continuous film of tungsten disulfide with 100% coverage on a 6-inch wafer
國研院 holds the finals and award ceremony of the 1st batch of the 115 Innovation and Entrepreneurship Incentive Program. Atlas, Cannova Bio康諾瓦生醫, and 巨噬原力 win the Outstanding Entrepreneurship Award
2026 Science Inquiry Competition "Teach Me and I'll Understand" international finals: Flipping the science narrative when science myths meet AI judgment
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
This year attracted 1,240 teams from Taiwan and abroad to register
as many as 3,874 participants joined in
This year 70 teams from overseas regions registered to compete
accumulating nearly 15,000 valuable science popularization works
Boosting the fight against liver cancer! 國研院 and 成功大學 AI platform detects liver lipid droplets with 98% accuracy, cutting mouse pathology analysis from 2 months to 2 weeks
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
The domestic prevalence of fatty liver is as high as 54.8%
for every 10,000 fatty liver patients, 8 may progress to liver cancer
quantitative reports are ready in just 2 weeks
traditional fully manual interpretation takes at least 2 months
the "distribution range of fatty liver cells" in the livers of mice on a high-fat, high-sugar diet was as high as 88.39%
only about 0.09% in the regular diet group
normal liver sections have only 3.07 inflammatory foci per square millimeter
while the steatohepatitis group has as many as 39.7
Taiwan-France Science and Technology Cooperation Upgraded Again: NIAR Takes Part in the 2nd Taiwan-France Science and Technology Conference to Deepen International Ties
Published ・ Source Taiwan | 國家實驗研究院
Summary not yet available
Facts
April 2026
Bringing together nearly 200 representatives
June this year
Companies mentioned：國家實驗研究院、NIAR、國科會、格勒諾布爾 - 阿爾卑斯大學、UGA、台灣半導體研究中心、國家高速網路與計算中心、法國國家健康與醫學研究院、Inserm、CEA 電子暨資訊技術實驗室、CEA-Leti、LID World Summit 2026、台灣海洋科技研究中心、TORI、法國海洋開發研究院、Ifremer
〈Taiwan Stocks Open〉Democratic Party Win Could Affect AI Development; Index Sinks More Than 1,000 Points at One Point, Falls Below 42,000
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged more than 1,000 points today, falling below 42,000, amid concerns that the Democratic Party’s big U.S. midterm win could bring tighter AI regulation. Tech stocks broadly weakened, with PCB and high-priced stocks leading declines, while funds shifted to shipping and financial stocks.
Facts
Taiwan stocks plunged more than 1,000 points again today (5), falling below the 42,000-point level, with trading value provisionally estimated at 930 billion yuan.
The Democratic Party won big in the U.S. midterms, prompting market concerns that its policies will hinder AI development.
In the midterm elections, the Democratic Party not only won both chambers of Congress but also secured governorships in several key states.
Among PCB stocks, 南電 and 景碩 both hit the daily limit down in early trading, as did 台光電 and 聯茂.
The two shipping giants rose against the trend, with 華航 gaining more than 5% and 長榮航 rising more than 3%.
Arctic Cold Air Could Move South Early, Adding Pressure to Europe’s Natural Gas Inventories
Published ・ Source Taiwan | 鉅亨網
An early disruption to the Arctic polar vortex could send cold air south, adding uncertainty to Europe’s natural gas market, where inventories are already at multi-year lows. The International Energy Agency warns that inventories could fall below 10% by March next year if a cold snap or supply disruption occurs, increasing the risk of an energy crisis in Europe.
Facts
Forecasts from the European Centre for Medium-Range Weather Forecasts (ECMWF) indicate that the Arctic polar vortex could be disrupted early, pushing cold air toward northwestern Europe.
If Europe’s average temperature from Dec. 2 to 8 is 5 degrees Celsius below the average for the same period over the past 10 years, demand for heating gas in northwestern Europe, Italy, Spain and Austria will increase by about 1.1 billion cubic meters.
If all of this demand is met from storage, Europe’s gas storage level at the end of March next year will fall from about 17% under normal weather conditions to around 15.5%.
Europe entered winter with natural gas inventories at only about 74% of capacity, the lowest level for this time of year since the 2022 energy crisis.
The International Energy Agency (IEA) warns that Europe’s natural gas inventories could fall below 10% in late March next year.
Post-Election Fund Rotation! Apple Soars More Than 5% in a Day, Becomes Tech Haven as It Stays Clear of AI Capital-Spending Battle
Published ・ Source Taiwan | 鉅亨網
Apple shares surged more than 5% following the midterm election results and amid market risk aversion, taking its market capitalization past Nvidia’s to $5.08 trillion. Investors are turning to Apple, which is not burdened by AI capital spending, as a haven in the tech sector, despite its elevated price-to-earnings ratio of nearly 40 times.
Facts
蘋果(AAPL-US) shares surged more than 5% on Wednesday (4), closing at $349.51 per share for their best single-day performance in more than a year.
The Nasdaq Composite and other major indexes rose in tandem after the Democratic Party's sweeping victory in the midterm elections.
iShares Semiconductor ETF (SOXX-US) fell more than 3% Wednesday, while CoreWeave(CRWV-US) shares dropped 10%.
Apple's price-to-earnings ratio over the past 12 months was close to 40 times, while Jefferies said its shares were trading at 35.8 times forecast earnings.
Supermarket “fridges turned into heaters” just the beginning？ UK warns more attacks may be coming
Published ・ Source Taiwan | 鉅亨網
The UK's National Cyber Security Centre warned that cyberattacks on supermarket refrigerators in continental Europe were only the beginning. Vulnerabilities in outdated technology could be exploited on a large scale with the help of AI, and similar incidents are expected to occur frequently.
Facts
Richard Horne, director of the UK's National Cyber Security Centre, warned that attacks on supermarket freezers in several parts of Europe were only an early warning.
Supermarket refrigerators and freezers in Sweden, Belgium, France and other countries were hit by cyberattacks one after another on Monday.
The attacks turned freezers into “heating cabinets” overnight, causing large quantities of food to spoil and be discarded.
Richard Horne, director of the UK's National Cyber Security Centre, said the incident was just the tip of the iceberg.
An annual report by the UK's Government Communications Headquarters said AI is expected to enhance hackers' capabilities over the next few years.
Horne said AI would make it increasingly easy to find old vulnerabilities and exploit them on a large scale.
Horne stressed that AI was not creating entirely new attack methods; rather, vulnerabilities were being systematically uncovered and exploited on a larger scale.
First political reckoning after Republicans' election defeat！ Hegseth becomes “scapegoat” for US-Iran war； CNN： Impeachment vote could begin as soon as next week
Published ・ Source Taiwan | 鉅亨網
After the US midterm elections, Republicans blamed Defense Secretary Hegseth for their election losses, accusing him of pushing for war with Iran without planning an exit strategy. CNN reported that Republican lawmakers could initiate an impeachment vote as soon as next week. Although Hegseth has received public support from Trump, he faces defections within his party and pressure from congressional investigations, and could become a political scapegoat.
Facts
The Democratic Party's sweep of both chambers of Congress sparked an accountability storm within the Republican Party.
Republican Representative Thomas Massie of Kentucky will introduce a motion to impeach Hegseth after the House reconvenes.
Hegseth is accused of taking hostile action against Iran without congressional authorization and abusing his power.
President Trump publicly backed Hegseth, saying he was “doing a very good job” and that he had no intention of replacing him.
Hegseth's conflict with Congress could jeopardize passage of a $1.5 trillion defense spending bill.
法國血液機構（EFS） announced that a refrigerated facility operated by its contractor was hit by a cyberattack, driving temperatures to extremely high levels, but no blood products were damaged. The incident is linked to a recent wave of cyberattacks, including equipment malfunctions at supermarkets in several European countries and an intrusion into France's banking system.
Facts
法國血液機構（EFS） said cyberattacks hit three refrigerated facilities storing important blood products, with temperatures set to “extremely high” levels.
The attack took place from the evening of the 1st into the early hours of the 2nd local time.
Refrigerators and freezers at supermarkets in nearly ten European countries saw temperatures surge abnormally, with some equipment reaching 50 degrees Celsius.
EFS is France's public blood transfusion service and serves more than 1,900 hospitals across the country.
Crédit Mutuel Arkéa, part of the 法國互助信貸銀行集團, was hacked, causing losses of more than $100 million.
Midterm election shake-up！ 亞馬遜 and 微軟 add a combined $424 billion in market value in a day； could data center restrictions prove a boon？
Published ・ Source Taiwan | 鉅亨網
The Democratic Party's victory in the US midterm elections led to a divergence in tech stocks. 亞馬遜 and 微軟 surged on expectations of constraints on data center supply and cooling capital spending, adding a combined $424 billion in market value. By contrast, shares of companies linked to Musk or hardware suppliers such as 輝達 and 特斯拉 fell.
Facts
亞馬遜 and 微軟 added a combined $424 billion in market value in a single day after the midterm elections.
亞馬遜 shares closed up 6.1%, while 微軟 shares rose 6.7%.
Texas governor-elect Hinojosa pledged to pause construction of data centers.
Alphabet shares closed up 3.2%, while Meta Platforms rose 1.4%.
Democratic victory fuels rally！ Bets on slower AI spending lift cash flow； five tech giants surge, adding $1 trillion in market value in a day
Published ・ Source Taiwan | 鉅亨網
The Democratic Party's victory in the US midterm elections gave it control of Congress. Expectations of tighter AI regulation and slower spending drove a sharp rally in the five biggest tech companies, which added nearly $1 trillion in market value in a single day, reflecting investors' optimism about improving free cash flow.
Facts
The Democratic Party won majorities in both chambers in Tuesday's (3rd) midterm elections.
The five biggest tech companies added nearly $1 trillion in market value in a single day.
亞馬遜 shares surged as much as 8.3% during the session.
Alphabet, Meta and 亞馬遜 have all recorded negative free cash flow.
Voters strongly oppose new data center construction in their communities.
Key US Stock Market News Summary — November 5, 2026
Published ・ Source Taiwan | 鉅亨網
Following the Texas election results, memory stocks plunged on concerns over data center expansion； 高通 and 安謀 fell after hours after their earnings reports missed market expectations； Vance blamed the election losses on the war with Iran, while oil prices fell below $90.
Facts
The Democratic Party's victory in Texas in the US midterm elections triggered a plunge in memory stocks.
高通's mobile chip revenue last quarter fell short of expectations, sending its shares down 7% after hours.
安謀 revenue rose 27% year over year, but weaker royalty income sent its shares down 3.5% after hours.
West Texas crude fell below $90 per barrel.
Vice President Vance blamed the Republican Party's crushing midterm election defeat on the war with Iran.
晨星 maintained its fair value estimate of $600 per share for 微軟, saying the market is underestimating AI's long-term value. It expects free cash flow to bottom in fiscal 2027 and capital spending to peak in fiscal 2028, reflecting the company's accelerated investment in AI infrastructure.
Facts
晨星 maintained its $600-per-share fair value estimate and wide-moat rating for 微軟.
微軟's revenue rose 19% year over year to $92.3 billion in the first quarter of fiscal 2027.
晨星 estimates that 微軟's cash capital expenditures will reach $189.7 billion in fiscal 2027.
AI development platform Foundry revenue rose 3 times year over year.
The number of pay-as-you-go Copilot customers increased 75% from the previous quarter.
As of September 2026, 微軟 held $64.5 billion in cash, cash equivalents and short-term investments.
晨星 estimates that 微軟's revenue and earnings per share will each grow at a compound annual rate of 17% over the next five years.
AI spending enters “show-me-the-money era”！ Bloomberg： 蘋果 cuts internal budgets, lowering some engineers' daily allowance to $200
Published ・ Source Taiwan | 鉅亨網
Bloomberg reported that 蘋果 has cut its internal AI budget, lowering some engineers' daily allowance to $200, highlighting the company's dilemma between advancing AI and tightly controlling costs.
Facts
Last month, 蘋果 lowered the daily spending cap for some engineers using AI models from $300 to $200.
蘋果 plans to further lower the allowance for some engineering teams to $100.
蘋果 is even considering lowering the floor for some teams to $25.
蘋果's research and development expenses surged 32% in fiscal 2026.
蘋果's companywide operating expenses climbed 22% to $75.5 billion.
特斯拉 set a weekly cap of $200.
Uber's single coding tool has a monthly cap of $1,500.
Analysis： Fiscal battle remains after midterms！ Dec. 11 shutdown deadline nears； year-end spending could rise by more than $200 billion
Published ・ Source Taiwan | 鉅亨網
After the US midterm elections, Congress enters a lame-duck session and faces a Dec. 11 government funding deadline. The CRFB estimates that if a deal includes additional spending on defense, health care and other areas, it could add $200 billion to $265 billion in near-term spending, worsening the long-term fiscal burden.
Facts
The US federal government faces a Dec. 11 funding deadline and will shut down if a stopgap budget is not passed.
CRFB estimates that if year-end negotiations include additional spending, they could add $200 billion to $265 billion in short-term outlays.
Defense is the largest potential spending item, with an estimated $70 billion in short-term supplemental spending.
The Pell Grant program’s reserves have been depleted, requiring an additional $15 billion to $16 billion in the short term.
The U.S. debt ceiling currently stands at $41.1 trillion, and the Treasury could reach it within the next six months.
The airport and air traffic control modernization plan calls for an additional $30 billion.
The Senate version of the FY2027 defense authorization bill could add $30 billion in mandatory spending over the next decade.
Democrats’ sweep of Congress sparks rotation in U.S. stocks! Winners and losers across sectors at a glance
Published ・ Source Taiwan | 鉅亨網
Democrats’ victory in the U.S. midterm elections and recapture of control of Congress triggered a rotation across U.S. stock sectors. Funds flowed out of AI data centers, defense and Trump-themed stocks and into cloud, clean energy and healthcare stocks, reflecting a reassessment of future policy oversight and spending.
Facts
Democrats’ recapture of control of both chambers of Congress in the midterm elections triggered a marked rotation across U.S. stock sectors.
AI data center operator CoreWeave closed down 9.90%, while Cipher Digital plunged 19.95%.
Texas governor-elect Gina Hinojosa has advocated pausing data center construction until regulations are established.
微軟 surged 6.68% and 亞馬遜 jumped 6.12%, bucking the trend as major cloud providers gained.
川普媒體與科技集團 (DJT) plunged 24.54%.
洛克希德馬丁 fell 6.92%, with defense contractors broadly ending lower.
第一太陽能 rose 4.63%, while most clean energy stocks ended higher.
Hospital operator HCA Healthcare surged 10.34%, making healthcare stocks one of the best-performing groups after the election.
Companies mentioned：CoreWeave、Applied Digital、Cipher Digital、Hut 8、Galaxy Digital、IREN、Core Scientific、MARA Holdings、GE Vernova、Constellation Energy、Vistra、微軟、亞馬遜、Alphabet、SpaceX、特斯拉、川普媒體與科技集團、World Liberty Financial、洛克希德馬丁、L3Harris、諾斯洛普格魯曼、RTX、第一太陽能、Enphase Energy、Sunrun、NextEra Energy、Vestas、Ørsted、EDP Renewables、HCA Healthcare、Universal Health Services、Centene、Molina Healthcare、GEO Group、CoreCivic、摩根士丹利
高盛, 阿波羅 distribute $40 billion SpaceX AI chip financing in largest off-balance-sheet GPU deal ever
Published ・ Source Taiwan | 鉅亨網
高盛 and 阿波羅全球管理 are arranging about $40 billion in AI chip financing for SpaceX through an off-balance-sheet leasing structure that keeps the debt off SpaceX’s balance sheet and preserves its investment-grade credit rating. The move shows that GPUs have become securitizable hard assets, setting a new model for tech giants to tap capital on a scale of hundreds of billions for computing power.
Facts
高盛 and 阿波羅全球管理 are in talks with Wall Street investors to sell portions of a roughly $40 billion AI chip financing package for SpaceX.
The deal uses an “off-balance-sheet financing lease” structure: an affiliated entity of 阿波羅 funds the purchase of GPUs and server hardware, then leases them back to SpaceX.
Principal payments across the lease tranches total about $40 billion, making this the largest GPU financing arrangement of its kind to date.
SpaceX disclosed that delivery of the equipment is expected to be completed by the end of this year, with leases starting in stages from the first half of 2027.
高盛 is the sole structuring agent, while capital accounts associated with 貝萊德, 高盛資管 and KKR are participating in anchor commitments.
高盛 and 阿波羅 have begun approaching potential buyers and are seeking subscriptions of up to $500 million before the formal syndicated loan process begins.
Revenue roundup - November 5, 2026: October revenue at major Taiwanese companies (8 added)
Published ・ Source Taiwan | 鉅亨網
On November 5, 2026, 8 companies with capital of more than NT$5 billion reported October revenue. 南亞科 led in year-over-year growth at 487.7%, while 中天 had the highest month-over-month growth at 12.7%. Most companies posted positive growth.
Facts
As of 07:55 on November 5, 2026, a total of 8 companies with capital of >=NT$5 billion had reported October revenue.
南亞科 reported monthly revenue of NT$46.476 billion in October, up 487.7% year over year.
太子 reported monthly revenue of NT$1.202 billion in October, up 78.3% year over year.
南電 reported monthly revenue of NT$6.289 billion in October, up 69.7% year over year and 12.6% month over month.
中天 reported monthly revenue of NT$170 million in October, up 12.7% month over month.
Of the 8 companies that have reported revenue, 6 posted year-over-year growth of more than 25%.
英業達 reported monthly revenue of NT$79.966 billion in October, up 46.0% year over year.
Earnings: Qualcomm smartphone chip revenue falls, quarterly profit outlook disappoints; shares drop 7% after hours
Published ・ Source Taiwan | 鉅亨網
Qualcomm’s forecast showed a weaker-than-expected profit outlook for the current quarter. Smartphone chip revenue fell amid rising component costs, and shares plunged 7% after hours.
Earnings: Arm’s revenue rises 27%, but fails to lift confidence; royalty income disappoints, shares briefly fall 3.5% after hours
Published ・ Source Taiwan | 鉅亨網
Arm’s second-quarter revenue and profit both beat expectations, but royalty income missed forecasts as the smartphone market weakened, sending shares lower after hours. The company is upbeat about AI demand and optimistic about future revenue from its in-house CPU.
Facts
Arm’s second-quarter revenue rose 27% year over year to $1.443 billion, a record for a second quarter.
Arm licensing and other revenue rose 50% year over year to $773 million.
Arm’s second-quarter royalty revenue rose 8% year over year to $670 million, below market expectations.
Arm forecast median third-quarter revenue of $1.54 billion and median adjusted EPS of $0.56.
Arm’s first in-house AGI CPU is expected to generate up to $2 billion in combined revenue in fiscal 2027 and 2028.
Arm shares fell about 3.5% after hours.
高盛 maintained its “Sell” rating on Arm and its $160 price target.
Do U.S. stocks always rise after midterm elections? Deutsche Bank finds a 100% win rate across 20 elections, but this time may be different
Published ・ Source Taiwan | 鉅亨網
德意志銀行 released a new research report examining historical U.S. stock market performance after midterm elections and differences in the current market structure. The report says that although the historical record is strong, unprecedented index concentration presents a wild card.
Facts
Since the end of World War II in 1946, the 標普500指數 has posted positive returns in the 12 months after every midterm election, rising after all 20 elections by an average of 14.4%.
Concentration among 標普500指數 constituents is now at a record high, with the performance of a small number of mega-cap companies likely to have a major influence on the index’s direction.
Historical data show that U.S. 10-year Treasury yields typically trend lower after midterm elections, with declines often more pronounced when the result creates a new divided-government arrangement.
Historical data show that for every 2% decline in the 標普500指數 in the week after an election, 10-year Treasury yields typically fall by about 10 basis points.
Analysis: Alphabet plunges after earnings; why did Morningstar raise its valuation to $450?
Published ・ Source Taiwan | 鉅亨網
Alphabet shares tumbled after earnings, but Morningstar raised its valuation to $450 on optimism about Google Cloud’s growth and AI monetization potential, saying the market had overreacted to the risk of a slowdown in search.
Facts
Alphabet’s third-quarter revenue rose 25% year over year, while its operating margin widened 130 basis points to 31.8%.
Morningstar raised its fair value estimate for Alphabet to $450 per share from $433.
Alphabet’s search business grew 12% in the third quarter, below the market’s 17% expectation.
Google Cloud’s third-quarter revenue rose 103% year over year to about $31 billion.
Google Cloud’s backlog of future contracted revenue is about 5 times its quarterly revenue on an annualized basis.
Alphabet shares closed at $289.02 on November 4, up 3.21%.
Alphabet has begun selling its in-house TPU chips directly to external customers such as Anthropic and Oracle.
Damage from the earthquake centered in northeastern Chiba Prefecture and response status of fire departments and other agencies (Report 2, updated R8.10.29)
Published ・ Source Japan | 消防庁
Second report on damage from the earthquake centered in northeastern Chiba Prefecture (R8.10.29) and the response status of fire departments and other agencies. Maximum seismic intensity of 5 lower, no tsunami, human and housing damage under confirmation.
Damage caused by Reiwa 8 Typhoon No. 30 and a weather front, and response by fire service organizations, etc. (Report 5; updated R8.11.2)
Published ・ Source Japan | 消防庁
The 5th report on damage caused by Reiwa 8 Typhoon No. 30 and the seasonal rain front reports human casualties—2 deaths and 3 injuries—as well as damage to homes and the Fire and Disaster Management Agency’s response structure.
Report No. 6 on damage in Akita Prefecture from heavy rain since Oct. 21, Reiwa 8, and the response of the Fire and Disaster Management Agency. 1 death was confirmed in Yurihonjo City, and the evacuation order was lifted.
消防庁災害対策本部 issued Report No. 25 on damage from Typhoons No. 25 and No. 26 and fronts in Reiwa 8, and the response of fire-fighting agencies and others. Human casualties and housing damage occurred in Chiba, Kanagawa, Tokyo and other prefectures, with a total of 17 deaths and housing damage of 414 completely destroyed, 1,259 half-destroyed and 2,412 flooded below floor level.
Report No. 2 on the change in the volcanic alert level due to volcanic activity at Mount Tokachidake, and the establishment and dissolution of disaster response headquarters by 北海道 and 消防庁.
A flash report compiled by 消防庁 on damage from the Kumamoto earthquake that struck at around 16:27 on July 28, Reiwa 8 (Report No. 66, updated Oct. 5), and the response of fire-fighting agencies and others. A maximum seismic intensity of 7 was observed in Uki City, Hikawa Town and elsewhere in Kumamoto Prefecture. Human casualties were 38 deaths and 376 injured; housing damage was 2,408 completely destroyed, 7,802 half-destroyed and 59,394 partially damaged, for a total of 69,604 buildings. All 11 fires and 64 rescue cases have been dealt with, all evacuation orders have been lifted, and 緊急消防援助隊 have been withdrawn in stages.
Facts
Seismic intensity 7 Kumamoto Prefecture: Uki City, Hikawa Town
Kumamoto Prefecture 38
Total 38 43 333 376
Fires: all 11 fires that had occurred have been extinguished
Rescue: all 64 cases that had occurred have been dealt with
Number of people rescued … total 98
Support teams from within the prefecture assisted the local emergency medical system with a force of about 30 personnel
【株式会社うるる】Amended Annual Securities Report—26th Fiscal Year (2025/04/01–2026/03/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社うるる filed an amended annual securities report for the 26th fiscal year (April 2025–March 2026) on Nov. 5, 2026. Consolidated sales were approximately ¥7.75 billion and ordinary profit was approximately ¥920 million, while total assets also showed an upward trend.
【三井住友ＤＳアセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trust)—9th Fiscal Period (2025/08/13–2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
三井住友ＤＳアセットマネジメント filed an annual securities report for the World Impact Investment Fund. The return for the 9th fiscal period was 25.4%, and net assets grew to approximately ¥56.5 billion.
Facts
Original世界インパクト投資ファンド（資産成長型）の第9期の収益率は25.4%である。
As of Aug. 31, 2026, total net assets were ¥56,524,050,744.
The trust fund limit is 2,000億円.
Current assets at the end of the period were ¥57,732,336,520.
Operating revenue for the period was ¥12,854,286,359.
【ＨＳＢＣアセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trust)—32nd Fiscal Period (2026/02/10–2026/08/07)
Published ・ Source Japan | EDINET 金融庁開示
HSBC Asset Management announced the interim results for its Indonesia bond fund. It posted a net loss of ¥780 million for the period, turning from a profit in the previous period. Assets are also trending downward.
【三井住友ＤＳアセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trust)—13th Fiscal Period (2026/02/11–2026/08/10)
Published ・ Source Japan | EDINET 金融庁開示
三井住友ＤＳアセットマネジメント filed an annual securities report for the フード・イノベーション厳選株式ファンド. Net assets for the 13th fiscal period were approximately ¥4.9 billion, and the return was 4.0%.
Facts
Original三井住友ＤＳアセットマネジメントは有価証券報告書を提出した
Originalフード・イノベーション厳選株式ファンドの第13期収益率は4.0%である
Total net assets at the end of the period were ¥4,894,973,942.