花嫁わた株式会社 suspended operations as of Nov. 2 and entrusted an attorney with winding-up procedures. The company took over the business of 旧・花嫁わた(株), but orders declined due to changes in demand and the entry of competitors, leading it to abandon continued operations. The amount of liabilities is currently under investigation.
ガイアファンディング株式会社 had a bankruptcy petition filed by a creditor on July 15 and received a bankruptcy commencement order on Oct. 14. Liabilities are about 6.04535 billion yen.
株式会社いちのや (formerly 株式会社本塁打) received a bankruptcy commencement order from the Tokyo District Court on Sept. 30. Operating "Nori-ben Ichinoya," it had reported annual sales of about 641 million yen and 28 stores, including directly operated and franchise locations, in the fiscal year ended May 2024, but its cash flow worsened due to the burden of store-opening funds, rising costs, and intensifying competition. It came under the umbrella of a rice wholesaler in September 2024, but sales fell to about 614 million yen in the fiscal year ended May 2025, and it had closed its Yasukuni-dori main store on July 31, 2026. Liabilities are currently under investigation.
Facts
It had reported annual sales of about 641 million yen in the fiscal year ended May 2024
Annual sales for the fiscal year ended May 2025 fell to about 614 million yen
It had opened 28 stores, including directly operated and franchise stores
On Sept. 30, it received a bankruptcy commencement order from the Tokyo District Court
It was established in May 2021 (Reiwa 3)
The creditor claim filing period runs until Oct. 28
It closed its flagship Yasukuni-dori main store on July 31, 2026
日本トイザらス株式会社 filed for application of the Civil Rehabilitation Act with the Tokyo District Court on Oct. 1 and received a rehabilitation proceedings commencement order on Oct. 6. Its liabilities total about 13.2 billion yen (about 1,100 creditors), making it the largest bankruptcy ever among toy retailers. The company has concluded a business transfer agreement with Pan Pacific International Holdings, which operates ドン・キホーテ, and Operation Shared Services, and will continue operating with DIP financing from 三菱UFJ銀行. The deadline for submitting the rehabilitation plan is Jan. 13, 2027.
Facts
日本トイザらス(株)(capital: 10 million yen
Liabilities are about 13.2 billion yen against about 1,100 creditors
In the fiscal year ended January 2007, it posted annual sales of about 194.364 billion yen
Annual sales for the fiscal year ended December 2025 (fiscal year-end changed) came to only about 75.211 billion yen
It had posted losses for 8 consecutive terms at the net income level
The filing attorneys are attorney 仁瓶善太郎 and 15 others
株式会社絆ホールディングス and 4 other companies were ordered by 大阪市 to return about 11 billion yen for fraudulent receipt of the employment transition support system additional payment, and had their designations revoked. In response, the petition to commence rehabilitation proceedings was dismissed by the Osaka District Court, and a preservation administration order was issued. Total liabilities of the 5 companies amount to about 28.9 billion yen.
On Oct. 1, 日本トイザらス株式会社 filed for application of the Civil Rehabilitation Act with the Tokyo District Court, with liabilities of about 13.2 billion yen, the largest toy retailer bankruptcy ever. The business will be transferred to Pan Pacific International Holdings and will continue operating through DIP financing from 三菱UFJ銀行.
Facts
Capital: 10 million yen
Annual sales of about 194.364 billion yen
Annual sales of about 75.211 billion yen
Losses for 8 consecutive terms
About 1,100 creditors
Liabilities are about 13.2 billion yen against about 1,100 creditors
株式会社メディトランセ received a bankruptcy commencement order from the Tokyo District Court on Sept. 9. The company had been engaged in medical specimen transport and PCR testing, but lost credibility after being ordered by 東京都 to return about 1.3 billion yen for fraudulent receipt of subsidies. The amount of liabilities is under investigation.
株式会社Hatch Out and its affiliate (株)八建設 received a bankruptcy commencement order from the Osaka District Court on Aug. 31. Total liabilities are about 10.89535 billion yen.
株式会社パークエンジニア and its affiliate (株)カーパークレント filed for voluntary bankruptcy with the Osaka District Court due to worsening cash flow and received a bankruptcy commencement order. Total liabilities are about 3.51794 billion yen.
株式会社FUTURO (formerly Xクリエーション) was petitioned into bankruptcy by a creditor amid worsening cash flow and trouble with business partners, and received a bankruptcy commencement order from the Tokyo District Court on Sept. 2. Its liabilities are currently under investigation.
宗教法人多田神社 filed for application of the Civil Rehabilitation Act with the Kobe District Court by Aug. 24 and received a supervision order. Its liabilities are currently under investigation.
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.
How to bet on the post-election market? Experts explain: Divided government won’t change the long-term bull market in U.S. stocks; tech stocks gain nearly 31% on average 1 year later
Published ・ Source Taiwan | 鉅亨網
富蘭克林證券投顧 said that after uncertainty surrounding the U.S. midterm elections clears, U.S. stock valuations will become more attractive. Historical data shows that the S&P 500 posts an average return of 14.46% in the 1 year after the election, while information technology stocks gain nearly 31%. Institutional investors recommend a balanced stock-and-bond approach and diversification across industries.
Information technology stocks have gained an average of 30.93% in the 1 year after elections.
When Congress is controlled by the same party and the president belongs to another party, the S&P 500 has an annualized return of 11.7%.
Investment-grade bond yields are currently at one of their most attractive levels in more than 20 years.
Besides information technology, consumer durables, industrials, communication services, health care, materials and financials have all posted returns exceeding double digits in the 1 year after elections.
First Bank leads US$100 million syndicated loan for Asia 強茂; financial industry oversubscribes by 2 times
Published ・ Source Taiwan | 鉅亨網
第一銀行 completed a US$100 million syndicated loan for Asia 強茂, a subsidiary of 強茂. The funds will be used to repay debt and provide working capital, supporting 強茂’s global expansion. The loan was oversubscribed by 2 times, reflecting the financial industry’s recognition of 強茂’s technology and management.
Facts
第一銀行 signed a US$100 million, 5-year syndicated loan for Asia 強茂, 強茂’s overseas holding subsidiary, on Nov. 5.
The loan was initially launched at US$80 million but was increased to US$100 million after being oversubscribed by 2 times.
The syndicated loan proceeds will mainly be used to repay existing financial liabilities and bolster working capital.
強茂 Group products have entered international automotive supply chains and industrial applications.
Companies mentioned:第一銀行、強茂、PAN-JIT ASIA INTERNATIONAL INC.、凡甲、虹冠電
Drone attacks in the Black Sea intensify; Russia-Ukraine grain exports disrupted; wheat prices rise
Published ・ Source Taiwan | 鉅亨網
The Russia-Ukraine conflict has disrupted Black Sea shipping, with cargo vessels repeatedly hit by drone attacks, triggering a global food supply chain crisis. CBOT wheat futures prices have risen, Ukraine’s paralyzed ports have left grain stranded, and Russia has cut its export forecast, putting importers in North Africa and the Middle East at risk.
Facts
Original芝加哥期貨交易所(CBOT)基準小麥期貨價格上漲0.7%
Over the past year, global wheat futures prices climbed from US$5.03 to US$6.03 per bushel.
A merchant vessel carrying more than 400 containers sank after being hit by a drone in the Black Sea on Oct. 28.
A recent string of attacks at sea has left at least 30 crew members dead or missing.
Half of the 60 million metric tons of grain harvested this year cannot be exported.
Russia cut its wheat export forecast for the 2026/27 marketing year from 42 million metric tons to 39.5 million metric tons.
Wall Street’s biggest fear is here! Democrats retake Congress and gain full control; debt ceiling shifts from a “Republican cudgel” to a “bargaining chip”
Published ・ Source Taiwan | 鉅亨網
After Democrats retake Congress, the debt ceiling becomes leverage to force Trump to make concessions, potentially involving health care, trade and Iran war policies. Experts warn that political maneuvering could push up U.S. Treasury yields and roil stock markets, raising the risk of a technical default.
Facts
After Democrats won both chambers of Congress, the debt ceiling could become a key bargaining chip to force U.S. President Trump to make concessions.
Aniket Shah, Jefferies’ head of Washington policy, warned that some Wall Street investors underestimate the new Democratic Congress’s hard-line stance.
Original根據兩黨政策中心預測,美國財政部可能在2027年中旬達到借款上限。
PGIM chief U.S. economist Robert Sockin warned that the risk of a technical U.S. default is higher than ever before.
Signum Global Advisors analyst George Pollack suggested that Democrats may demand a higher corporate tax rate and tie it to the debt ceiling.
Companies mentioned:CNBC、Jefferies、高盛、Signum Global Advisors、兩黨政策中心、PGIM
〈Analysis〉Could Trump turn to tariffs after losing the election? South Korea’s trade surplus with the U.S. tops US$100 billion, making it a potential target for pressure
South Korea’s trade surplus with the U.S. from January to October this year was about US$102.3 billion, more than twice last year’s full-year figure of US$49.49 billion.
According to a joint fact sheet released by the White House on Nov. 14, 2025, South Korea pledged US$200 billion in strategic investment and US$150 billion in shipbuilding industry investment.
Korean Air announced in August that it would purchase 103 Boeing aircraft in a deal valued at US$36 billion, bringing Boeing’s total aircraft orders in 2025 to more than 150.
South Korea’s semiconductor exports reached US$56.4 billion in October, up 259% year over year, making semiconductors the main engine of the export surge.
Bitcoin rebounds past US$80,000, but regulatory and funding concerns remain
Published ・ Source Taiwan | 鉅亨網
After the U.S. midterm elections ended, Democrats took control of Congress, reducing political uncertainty and pushing Bitcoin above US$80,000. A weaker dollar and falling oil prices also supported the cryptocurrency market, but miners’ funding needs and outflows from ETFs have added pressure, while regulatory risks remain.
Facts
Bitcoin rebounded sharply by more than 3.3% from this week’s low of about US$75,000, reclaiming the US$80,000 level on Thursday (5th) and trading at US$80,543.
Major Bitcoin miner Riot Platforms disclosed that it sold 10,599 bitcoins in the third quarter, about 79% of its holdings, leaving just 2,418.
U.S. spot Bitcoin ETFs saw net outflows of US$1.04 billion last Friday and this Monday, with more than US$515 million flowing out in October and early November.
Democrats have historically taken a stricter regulatory stance toward cryptocurrencies and previously blocked passage of the CLARITY Act.
Traders Union expert Viktoras Karapetjanc said Bitcoin’s price remains above its 20-day moving average (US$79,873) and 50-day moving average (US$78,353), indicating a strong technical structure.
Taiwan stocks fell sharply on the 5th, led by heavyweight electronics shares. The weighted index plunged 1,374.19 points to 41,574.72, falling below the 42,000 mark. Heavy selling pressure sent multiple memory and PCB stocks to limit down, while textile stocks such as 儒鴻 and 聚陽 rose against the trend.
Facts
Taiwan’s weighted index closed at 41,574.72 on the 5th, down 1,374.19 points, or 3.2%.
台積電 fell NT$20 to NT$2,240, a decline of 0.88%.
南亞科 and 華邦電 both fell 9.89%, closing at their limit-down prices.
PCB-related stocks including 台光電, 聯茂, 金像電 and 台燿 closed at their limit-down prices.
Gold climbs back above $4,100; analyst warns against rushing to buy: “Real support has yet to emerge”
Published ・ Source Taiwan | 鉅亨網
Gold rebounded above $4,100 after the U.S. midterm elections, but MarketGauge strategist Michele Schneider warned that genuine support has yet to emerge. The growing appeal of government bonds as a safe haven could divert funds, she said, advising investors to wait patiently.
Facts
Gold rebounds above $4,100 an ounce
MarketGauge chief market strategist Michele Schneider warns that gold has yet to find a genuine support level
Democrats win control of both chambers of Congress in the U.S. midterm elections
The growing safe-haven appeal of U.S. Treasuries could reduce demand for gold
Key level for spot gold bulls is $4,200; bears target a break below $3,975.32
Market fears data center construction could stall; power suppliers fall more than chip giants
Published ・ Source Taiwan | 鉅亨網
Democrats won gubernatorial races in Texas and other states, campaigning to pause data center construction and stoking concerns that AI capital spending could be disrupted. Power stocks Vistra and Vertiv fell sharply, reflecting risks to local infrastructure investment, while chip stocks declined less on the flexibility of global sales.
Facts
Democrats’ major midterm election wins sent artificial intelligence infrastructure stocks tumbling.
As much as 30% of U.S. data center projects are concentrated in Texas.
Texas Democrat Gina Hinojosa defeated incumbent Governor Greg Abbott; her platform included a pause on data center construction.
GLJ Research analysts estimate that the Texas election result could delay as much as 13 gigawatts of data center power demand.
Texas power supplier Vistra plunged 13.83%, while Vertiv, a major data center power and cooling systems provider, sank 12.89%.
Chip leader 輝達 fell just 3.17%, while 博通 edged down 2.00%, as chipmakers have flexibility to sell globally.
Worst since 1958! 《紐約客》 calls Republican collapse “America’s revenge” and a “rejection of Trump”
Published ・ Source Taiwan | 鉅亨網
Republicans suffered a crushing defeat in the 2026 U.S. midterm elections as Democrats swept Congress. 《紐約客》 analysis said voters felt moral revulsion toward Trump’s policies, while Trump refused to admit fault and Vance blamed the Iran war.
Facts
The 2026 U.S. midterm elections ended with Democrats sweeping Congress and several traditionally Republican states turning blue, marking the party’s worst defeat since 1958.
After the election, Trump refused to take responsibility and deflected blame on social media, claiming he would have won decisively if he had been on the ballot.
Vice President Vance acknowledged that voters had turned against the party and blamed the defeat on the Iran war.
Voter discontent had multiple sources, including high diesel prices, the trade war and the betrayal of Ukraine.
《紐約客》 columnist Susan B. Glasser wrote that this election was the most thorough rejection of a U.S. president since Nixon left office in 1974.
Coherent beats forecasts on both earnings and revenue; AI orders extend through 2028, but cash flow has yet to catch up
Published ・ Source Taiwan | 鉅亨網
Optical communications company Coherent reported better-than-expected revenue and earnings for the first quarter of fiscal 2027 and announced a long-term contract worth $20 billion with a major AI company, highlighting strong growth momentum.
Facts
Coherent’s first-quarter revenue reached $2.3703 billion, up 49.9% year over year
Coherent signed a long-term PhotonLink contract with a major AI company, with a total revenue value of about $20 billion over five years
OriginalCoherent預期2027財年營收成長逾六成
Coherent posted first-quarter free cash flow of about negative $868 million
輝達 invests $2 billion in Coherent and signs a multiyear capacity agreement
DRAM prices hit a new high in October; PC memory prices forecast to rise 13% to 18% in the fourth quarter
Published ・ Source Taiwan | 鉅亨網
集邦諮詢 said global DRAM contract prices hit a new high in October as major memory makers prioritized expanding server capacity and constrained PC DRAM supply. Despite weak end-user demand for PCs, tight supply remains unchanged, and PC DRAM contract prices are forecast to rise 13% to 18% quarter over quarter in the fourth quarter, with the uptrend expected to continue.
Facts
The average contract price of the general-purpose DRAM product DDR4 8Gb reached $27.5 in October, a record high.
集邦諮詢 forecasts PC DRAM contract prices to rise 13% to 18% quarter over quarter in the fourth quarter.
South Korean DRAM makers are expected to produce more than 20% less PC DRAM next year than this year.
The average price of SLC NAND products rose 5% to 10% in October from the previous quarter.
Weaker yen and robust hybrid vehicle demand prompt 豐田汽車 to raise full-year profit forecast
Published ・ Source Taiwan | 鉅亨網
豐田汽車 reported second-quarter operating profit of 1.127 trillion yen, its first increase in six quarters, as the weaker yen and robust demand for hybrid vehicles boosted results. The company raised its full-year operating profit forecast by 15% to 3.9 trillion yen and expanded its share buyback, sending its stock sharply higher.
Facts
豐田汽車 second-quarter operating profit rose 34% year over year to 1.127 trillion yen
豐田汽車 second-quarter net profit fell 18.5% to 759.4 billion yen
豐田汽車 raised its full-year operating profit forecast by 15% to 3.9 trillion yen
豐田汽車 second-quarter revenue grew 8.6% to 13.44 trillion yen
豐田汽車 shares surged as much as 15% after its earnings report
豐田汽車 sales in China fell 12% year over year
豐田汽車 raised the ceiling on its share buyback to 1.3 trillion yen
Orders arrive before the plant is even built! Samsung's second Taylor fab reportedly to make HBM base dies for AMD and 輝達
Published ・ Source Taiwan | 鉅亨網
三星電子 plans to build its second foundry in Taylor, Texas, to produce HBM base dies for AMD and 輝達. The plant is expected to begin mass production in 2030, focusing on the AI computing supply chain.
Facts
Equipment installation at the second Taylor plant is expected to begin in February 2029, with mass production set to start in 2030.
The second Taylor plant will use a 2-nanometer process, and its capacity has already been reserved by customers, with most orders coming from AMD.
The second Taylor plant will be part of the foundry business, focusing mainly on logic processes and meeting demand for HBM base die manufacturing.
AMD and 輝達 have booked upstream foundry capacity in advance, reflecting a trend in which companies secure supply through long-term contracts.
In 24 U.S. midterm elections since 1927, the S&P 500 rose 22 times in the 1 year after the election, for a success rate of 91.7%.
The S&P 500's average returns 3 months, 6 months and 1 year after midterm elections are 7.4%, 13.2% and 17%, respectively.
Full Democratic control of Congress could make it harder for Trump to advance policies such as major tax cuts and fiscal spending, raising the bar for negotiations.
The core drivers of AI industry growth are corporate demand for computing power, data centers and productivity gains.
鉅亨買基金 recommends that investors include U.S. stock funds and U.S. technology funds in their portfolios at the same time.
NT$105.6 billion to plug 3 gaps! 10-year Suhua Safety Improvement Plan gets underway; Premier says Taipei-Hualien trip will take under 2 hours
Published ・ Source Taiwan | 鉅亨網
Premier Cho Jung-tai announced the launch of the Suhua Safety Improvement Plan, with a budget of NT$105.6 billion and completion expected in 2034 to eliminate traffic bottlenecks in eastern Taiwan. The plan will also be integrated with railway construction and tourism policies to create a Taipei-Hualien 2-hour living circle.
Facts
The Suhua Safety Improvement Plan will receive a budget of NT$105.6 billion to address three major safety gaps in eastern Taiwan.
The Suhua Safety Improvement Plan runs from 2025 to 2034 and will upgrade road sections with a combined length of more than 29 kilometers.
Once the entire route is completed, driving time between Taipei and Hualien will be cut to under 2 hours.
The overall Suhua Improvement Project took 10 years to complete and cost about NT$55.2 billion.
In March 2026, the Executive Yuan approved the comprehensive planning report for the Yilan railway elevation project and the revised plan for double-tracking and electrifying the Hualien-Taitung railway.
The Suhua Safety Improvement Plan aims to address 3 safety gaps: Dong'ao-Nanao, Heping-Hezhong and Heren-Chongde.
The Suhua Improvement Project has cut driving time from Suao to Hualien by about 47 minutes since it opened.
Once the Suhua Safety Route is completed, driving time from Suao to Hualien will be reduced by a further 24 minutes.
Apple AI's China version finalized: launches in December with iOS 27.3, Siri to connect with Alibaba's Tongyi Qianwen
Published ・ Source Taiwan | 鉅亨網
Apple announced that Apple Intelligence will launch in China in December, integrating Alibaba's Tongyi Qianwen and 百度's ERNIE Bot to comply with regulations. It will support iPhone 15 Pro and later models, with basic features including translation and writing assistance; Mac and iPad availability remains undecided.
Facts
蘋果公司 announced that Apple Intelligence will launch in mainland China this December with the official release of iOS 27.3.
阿里巴巴's Tongyi Qianwen will be integrated into Siri, Writing Tools and Visual Intelligence.
百度's ERNIE Bot is participating in the partnership, mainly providing search, visual recognition and Siri conversation capabilities.
The first features to become available will cover basic use cases such as live translation for messages and calls, proofreading and summarization in Writing Tools, the Clean Up photo tool, Genmoji and priority notifications.
Supported devices include iPhone 15 Pro, iPhone 15 Pro Max, the iPhone 16 lineup, as well as iPhone Air and iPhone Duo.
There is no definite launch timeline yet for iPad and Mac, as approval procedures have not been completed.
Former Apple CEO Cook confirmed during a visit to China in October that a test version would be released in China by the end of October.
OpenAI: Ready to go public next year; more than half of current revenue comes from enterprise customers
Published ・ Source Taiwan | 鉅亨網
OpenAI President Greg Brockman announced at the WSJ Tech Conference that more than half of the company's revenue comes from enterprise customers and that it is ready to go public in 2027. The company is also accelerating its expansion of enterprise sales and promoting its Codex agent tool to compete with Anthropic.
Facts
OpenAI President Greg Brockman said that more than half of the company's revenue comes from enterprise customers.
OpenAI believes it is ready to go public in 2027.
Anthropic plans to list on Nasdaq under the ticker "ANT," with the timing set for before the end of November.
Anthropic reported revenue of $17 billion in Q3, up more than 1100% year over year.
Anthropic has pledged to spend about $895 billion, mainly on computing capacity.
Where will markets go after the election? 4 key issues investors need to watch
Published ・ Source Taiwan | 鉅亨網
The results of the U.S. midterm elections are in: Democrats have retaken Congress, and U.S. stocks have rebounded. The market's focus has shifted to data center policy, Fed appointments and interest rates, fiscal negotiations and corporate earnings. A slowdown in AI infrastructure could reshape the cloud and semiconductor industries.
Facts
Democrats regained control of both chambers of Congress in the U.S. midterm elections. U.S. stocks rose Wednesday, while the VIX index fell sharply.
Warren Pies, founder of 3Fourteen Research, said that if data center construction slows, the new environment could drive up computing costs, benefiting companies that already have data center capacity.
Data compiled by Tom Essaye, founder of Sevens Report Research, show that since 1950, the S&P 500 has risen by an average of 2.7% in November of midterm election years, with a 79% chance of gains.
Companies mentioned:MarketWatch、3Fourteen Research、CoreWeave、輝達、美光、Alphabet、微軟、Meta、亞馬遜、荷蘭合作銀行、摩根大通、芝商所、瑞銀、Sevens Report Research
China's most-used PC software: 微信 remains No. 1, with AI products taking 3 of the top spots
Published ・ Source Taiwan | 鉅亨網
QuestMobile released its fall 2026 ranking of the TOP10 PC applications by user base in China's internet sector, with 微信 for PC firmly in first place with more than 160 million users. AI products are surging: 豆包, DeepSeek and 千問 have all entered the top 10, showing how AI is redefining the ecosystem of essential PC applications.
Facts
微信 for PC had more than 160 million monthly active users in September 2026, firmly ranking first among China's internet PC applications by user base.
豆包 climbed to sixth place in China's internet PC application user-base ranking with 55.9047 million active users.
DeepSeek ranked seventh in China's internet PC application user-base ranking, with 48.2617 million active users.
阿里巴巴's 千問 ranked eighth in China's internet PC application user-base ranking, with 37.6697 million active users.
Microsoft Edge ranked fourth among browsers with 75.4585 million active users, while Google Chrome ranked fifth with 59.7817 million.
Samsung tells customers it will fully exit 8-inch foundry business by end-2030; peers near capacity, customers rush to stockpile
Published ・ Source Taiwan | 鉅亨網
三星電子 announced that it will fully exit the 8-inch wafer foundry market by the end of 2030, putting pressure on customers to restructure their supply chains.
Facts
三星電子 has informed customers that it plans to completely shut down its 8-inch foundry lines by the end of 2030.
Samsung's external 8-inch foundry capacity is concentrated at its Giheung campus in South Korea, where it has three production lines: S6, S7 and S8.
The S7 line had previously been scheduled to close in the second half of 2026, with orders to be transferred to S6 and S8.
After S7 closes, Samsung's monthly 8-inch capacity will fall from about 250,000 wafers to below 200,000.
South Korea's major 8-inch foundries, DB HiTek and SK Key Foundry, are currently operating at near-full capacity.
Samsung's 8-inch foundry products include display driver chips, power management chips, microcontrollers and image sensors.
銳澤 posts record Q3 profit, EPS of 5.54 yuan for the first 3 quarters; benefits of U.S. expansion to emerge gradually in Q4
Published ・ Source Taiwan | 鉅亨網
銳澤 posted record after-tax net profit of 69.84 million yuan in the third quarter, with EPS reaching 5.54 yuan for the first 3 quarters. Revenue rose nearly six-tenths year on year, driven by capacity expansion among semiconductor customers. Benefits from projects are expected to emerge starting in Q4, now that its U.S. team is in place.
Facts
銳澤's after-tax net profit in the third quarter was 69.84 million yuan, a record high.
銳澤's earnings per share (EPS) in the third quarter were 2.01 yuan.
銳澤's cumulative earnings per share (EPS) for the first 3 quarters were 5.54 yuan.
銳澤's third-quarter revenue was 958 million yuan, up 59.6% year on year.
銳澤's gross margin in the third quarter was nearly 19%, and its operating margin was 8.74%.
銳澤 said business related to its U.S. operations could gradually begin to show results starting in the fourth quarter.
Raises $25 billion in just 2 days! Meta makes European debt market debut, shatters record; expert warns of risks behind frenzied investor demand
Published ・ Source Taiwan | 鉅亨網
Meta made its debut in the European debt market and set a record, raising about $25 billion through financing across markets in 2 days to support AI infrastructure. Although institutional investors subscribed enthusiastically, S&P cut its credit outlook to negative as AI investment drove cash flow into the red and spending surged.
Facts
Meta set a record with its debut in the European debt market, raising 9 billion euros in a euro-denominated bond issue completed Wednesday and attracting subscriptions of as much as 53 billion euros.
Meta raised about $25 billion across markets in just 2 days, providing a strong financial backstop for its AI infrastructure spending spree.
標普全球評級 cut Meta's credit outlook from “stable” to “negative” last Friday.
Meta's free cash flow was negative $2.1 billion in Q3 this year, while expenses rose 68% year on year to nearly $52 billion.
Meta is taking on substantial debt amid a rapid expansion of AI investment, pouring huge sums into data centers and computing equipment.
In addition to debt financing, Meta is also pursuing a potential equity financing arrangement worth up to $97.5 billion.
Stocks in focus: Democrats' election landslide sends oil prices tumbling; Formosa Petrochemical and Nan Ya hit limit down
Published ・ Source Taiwan | 鉅亨網
The Democrats' sweeping victory in the U.S. midterm elections led markets to expect the conflict in the Middle East to end sooner, sending international oil prices sharply lower. Related Taiwanese petrochemical stocks, including Formosa Petrochemical and Nan Ya Plastics, hit limit down, while the oil price outlook remains uncertain.
Facts
The Democrats' sweeping victory led markets to expect the conflict in the Middle East to end sooner, sending international oil prices sharply lower.
Brent crude futures fell below about $93.5 a barrel, with losses exceeding 8% at their steepest, hitting a more than 2-month low.
台塑化(6505-TW) opened lower and continued to fall today (the 5th), with volume rising by more than 42,000 lots intraday, and hit the limit-down price.
With the Democrats in control of Congress, they will be able to constrain Trump's military actions, reducing the likelihood of a full-scale U.S. attack on Iran.
A 摩根大通 report said the daily supply surplus reached 1.4 million barrels in October, putting the global oil market into oversupply.
Stocks in focus: Tech shares mauled, while financial and traditional industry shares provide support; 00713 and 0055 rise against the trend
Published ・ Source Taiwan | 鉅亨網
Amid the impact of the U.S. midterm elections, Taiwanese tech stocks were battered, and funds shifted into financial and traditional industry stocks. 元大 00713 and 0055 rose against the trend. The financial industry posted pretax earnings of 1.27 trillion yuan for the first 3 quarters, up 77.5% year on year, a record high.
Facts
元大 Taiwan High Dividend Low Volatility (00713) and 元大 MSCI Financials (0055) rose against the trend over the period from about a month earlier through 11/4.
Taiwan's financial industry posted pretax earnings of 1.27 trillion yuan for the first 3 quarters this year, up 77.5% year on year.
The actively managed 00981A ETF plunged more than 6% early in the session amid concerns about cuts to AI infrastructure spending.
The 00713 ETF reduces the risk of its holdings rising and falling in unison by controlling the correlation between their share prices.
The financial industry's pretax earnings for the first 3 quarters have already surpassed the estimated 1.06 trillion yuan for all of 2024.
Environmental groups protest construction of the third LNG terminal, saying it will destroy algal reefs; CPC says it continues habitat protection and conservation efforts are succeeding | PNN News
National Teachers' Association: Elementary school teachers often juggle teaching and administrative work; calls for staffing rules to be revised and more staff added | PNN News
Jiaoxi Township chief 張永德 of Yilan released on NT$200,000 bail; accused of election bribery by spending NT$400,000 in public funds on suitcases | PNN News
Blue camp hits back, saying Kaohsiung ranks first among the 6 special municipalities in child abuse cases; 沈伯洋 criticizes the question about Taipei being answered with Kaohsiung | PNN News
TSMC plans to build a 1-nanometer fab in a new Southern Taiwan Science Park zone; National Science and Technology Council aims to complete the second-stage environmental review by the middle of next year | PNN News
國研院 x 國資圖 launch science exhibition: A chip's journey from birth—entering the semiconductor magic academy
Published ・ Source Taiwan | 國家實驗研究院
Taiwan Semiconductor Research Institute of 國研院 and 國立公共資訊圖書館 are collaborating to present the science exhibition “A chip's journey from birth: Entering the semiconductor magic academy” at the main library of 國資圖 starting November 3, 2026. The exhibition introduces the chip manufacturing process through cleanroom suit experiences and illustrated explanations.