U.S. tech stocks tumble! AI regulatory remarks send Nvidia, Broadcom and Micron into the red; 台積電 ADR also takes a hit
Published ・ Source Taiwan | 風傳媒
U.S. tech stocks tumbled on regulatory concerns after Democrats won the midterm elections, sending the Nasdaq into correction territory. AI chip stocks including Nvidia and Micron fell sharply as funds shifted into defensive shares.
Facts
The Nasdaq Composite plunged 4.9% intraday, entering technical correction territory.
Shares of chipmakers Micron and AMD fell as much as 16% at one point.
Explainer: Older brother got NT$5 million from their father 10 years ago, but younger brother can still claim a larger inheritance! 3 types of gifts to watch for
Published ・ Source Taiwan | 風傳媒
This article explains the Civil Code’s gift equalization system, under which property parents gave their children during their lifetime for marriage, separation or business purposes must still be included in the estate after their death to ensure fairness. It also distinguishes this system from the inheritance tax rule covering gifts made within 2 years of death.
Facts
Under Article 1173 of the Civil Code, if an heir received property from the deceased before inheritance commenced for marriage, separation or business purposes, the value of the gift must be added to the property left by the deceased at the time of death to calculate the estate, and deducted from the recipient heir’s share.
In a hypothetical scenario, a father leaves an estate of NT$10 million, and the older brother previously received NT$5 million in business funding. After the gift is accounted for, the older brother receives NT$2.5 million from the estate, while the younger brother receives NT$7.5 million.
The gift is valued at the time it was made; its amount is not automatically adjusted for changes in prices over the years.
Under Article 15 of the Estate and Gift Tax Act, property given by the deceased to an heir within 2 years before death is generally treated as part of the estate and taxed accordingly. This is a different legal system from gift equalization under the Civil Code.
A 2012 Ministry of Justice interpretation states that if the value of an heir’s gift exceeds their share of the estate, they may not participate in the distribution of the remaining estate. However, under the Supreme Court’s interpretation, they do not have to return the excess.
Even Ci Sha and Cheng Lei lose out! He tops the list of the 10 most handsome supporting actors in costume dramas: one glance is all it takes to fall for him, a silver-haired heartthrob with no equal
Published ・ Source Taiwan | 風傳媒
Based on discussions in online communities, this article compiles a list of the 10 most handsome supporting actors in costume dramas released from 2024 to 2026, including actors such as Mao Zijun, Yu Chengen and Cheng Lei, along with their notable roles.
Facts
This article ranks the 10 most handsome supporting actors in costume dramas from 2024 to 2026.
Mao Zijun takes the tenth spot for playing Lai Luozhi in 《長樂曲》.
Yu Chengen takes the ninth spot for playing Situ Ling in 《入青雲》.
Cheng Lei takes the eighth spot for playing Shang Bieli in 《顏心記》.
Ren Hao takes the seventh spot for playing Li Huaian in 《逐玉》.
Quan Yilun takes the sixth spot for playing Wu Shan in 《九重紫》.
Zhang Kangle takes the fifth spot for playing Chu Zhao in 《錦月如歌》.
Chen Hey 이 takes the fourth spot for playing Su Rongqing in 《度華年》.
Are U.S. midterm elections shaking up AI stocks? Foreign investors dump NT$102.4 billion in Taiwan stocks; experts name 3 key stocks, including 台積電
Published ・ Source Taiwan | 風傳媒
Market volatility sparked by the U.S. midterm elections prompted foreign investors to dump NT$102.4 billion in Taiwan stocks. Experts named 3 key stocks, including 台積電.
2026 ITF Travel Fair kicks off: Hot springs, camping and five-star dining vouchers on offer! Hotel stays start at 2折; how to get the best deal on combined hotel vouchers?
Published ・ Source Taiwan | 風傳媒
The 2026 ITF Taiwan International Travel Fair is being held at Taipei Nangang Exhibition Center, Hall 1. Major hotel groups are offering deals on stays, dining and combined hotel vouchers, with room rates starting at 2折 and dining vouchers at 4折, as they vie for year-end travel and family outing business.
Facts
The 2026 ITF Taiwan International Travel Fair will run from the 6th to the 9th at Taipei Nangang Exhibition Center, Hall 1.
台北士林萬麗酒店 is offering a voucher for a premium mountain-view room for 2 people on weekdays or weekends at a travel fair flash-sale price of NT$5,999, about 2折.
天成飯店集團 has brought together 6 of its hotels to offer combined accommodation vouchers at NT$3,200 each, including a weekday stay for 2 with breakfast, starting at about 2.2折.
凱撒飯店連鎖 is offering a limited number of buy-one-get-one dining vouchers each day. Vouchers for the all-you-can-eat Thai and Southeast Asian à la carte dining experience at 板橋凱撒蓮花餐廳 cost NT$890 each, about 4.1折.
漢來日月行館 is offering a 3-day, 2-night stay package with 2 nights and 4 meals, starting at NT$41,400, about 49折.
晶華集團 is offering its “Explore 晶華 Accommodation Voucher” for NT$3,000 each, with a bonus offer of buy 10, get 1 free, or 8,000 Asia Miles.
JR東日本大飯店台北 is offering room-only vouchers for its Urban Room at NT$4,999, starting at about 29折.
Amid a labor dispute at 台灣美光, Bloomberg reported that the expansion plan had been put on hold. 美光 and the union both denied the report and stressed their willingness to negotiate, while the Ministry of Economic Affairs welcomed the agreement reached with the Taichung union.
Facts
Bloomberg reported that 美光 had put its US$4.5 billion Taoyuan expansion plan for 2028 on hold because of labor disputes.
美光’s Taoyuan union questioned whether reports that the expansion had been halted were being used by interested parties to apply pressure.
美光 has reached an agreement with the Taichung union, which represents most of 美光’s employees and production sites in Taiwan.
美光’s cumulative investment in Taiwan has reached NT$1.6 trillion, and it employs around 15,000 people.
美光’s Taoyuan union is asking the company to establish a profit-sharing system based on 15% of operating income.
Will Democrats halt U.S. AI development? Analysts give 2 reasons not to worry: They can’t accept this either
Published ・ Source Taiwan | 風傳媒
The Democrats’ sweeping victory in the U.S. midterm elections sparked market concerns about tighter AI regulation and sent Taiwan stocks tumbling. Analysts say the long-term development of AI is irreversible because of the need to guard against competition from China and the president’s veto power. They advise investors to watch semiconductor indexes, exchange rates and margin financing changes to gauge when the market may bottom out.
Facts
The Democrats swept the U.S. midterm elections, and Taiwan stocks fell 1,374 points, or 3.2%, to close at 41,574 today (the 5th).
Securities analysts Lai Youyu and Weng Xiangwei said on the program 《元大看盤室》 that the main reason for Taiwan stocks’ sharp correction was a negative reaction to the Democrats’ victory and the prospect of a brake on AI expansion.
Weng Xiangwei said a slowdown in AI capital spending does not mean development will stop, as a complete halt would risk China overtaking the United States, and President Trump has veto power.
The pace and scale of the current reduction in margin financing are still insufficient. Investors should continue to watch whether margin financing can fall by more than NT$15 billion, which would be a positive signal that the market is stabilizing.
Although Taiwan stocks’ monthly moving-average deviation has reached 10.86%, meeting the conditions for a technical rebound, margin financing remains the key factor.
New Taiwan dollar could remain weak through the first quarter of next year! Pressure on the central bank to raise rates grows as Luo Wei analyzes 4 global economic variables for 2027
Published ・ Source Taiwan | 風傳媒
Luo Wei, chief economist at 富邦金控, said the global economy in 2027 faces 4 variables: disruptions to energy supplies, limits on central bank rate cuts, questions about returns on AI capital spending, and U.S. fiscal debt. The New Taiwan dollar could remain weak through the first quarter of next year.
Facts
Capital spending by major cloud service providers is projected to exceed US$1.2 trillion in 2027
Oracle’s new bond yield could reach 8%, with credit spreads widening significantly
Global refining capacity is around 103 million barrels per day, with an estimated 5.4 million barrels per day of capacity damaged in the Middle East
U.S. federal government debt has topped US$40 trillion
The Federal Reserve held its policy rate at 3.75% to 4.00% in a 10-2 vote
Bank of Japan raises its forecast for the core consumer price index in fiscal 2027 to 2.6%
2026 ITF Travel Fair kicks off: hotel stays from 28% of regular prices, all-you-can-eat deals buy six get two free; what other offers are available? Yunlang’s joint hotel voucher now includes 「了了礁溪」
Published ・ Source Taiwan | 風傳媒
The 2026 ITF Taiwan International Travel Fair will be held at Nangang Exhibition Center from Nov. 6 to 9, with several hotel groups offering deals on stays and dining.
Facts
The 2026 ITF Taiwan International Travel Fair will be held at Taipei Nangang Exhibition Center from Nov. 6 to 9.
The lowest discount on accommodation vouchers offered by 六福旅遊集團 is 28% of the regular price.
雲朗觀光 has for the first time included Yilan’s 「了了礁溪」 in its joint accommodation voucher program.
Original寒舍集團推出每日限量50組的5折商品，包含台北喜來登十二廚平日自助午餐4張。
福華集團 is offering a chain-wide accommodation voucher valid at all 8 hotels in Taiwan, priced at NT$2,999 each.
Growing up alongside Taiwanese people for 40 years! 嘉南羊乳’s little goat becomes a social media sensation as LINE stickers launch and spark nostalgia
Published ・ Source Taiwan | 風傳媒
嘉南羊乳, founded more than 40 years ago, has revitalized its brand IP character 「羊羊」 and officially launched LINE stickers. The move brings the classic blue lamb from physical bottles into digital life, extending an emotional connection across generations.
Facts
嘉南羊乳, founded more than 40 years ago, has officially launched LINE stickers featuring 「羊羊」.
「羊羊」 is the brand character on 嘉南羊乳’s glass bottles and has grown up alongside 3 generations of Taiwanese people.
The 「羊羊」 LINE sticker set includes everyday responses such as 「休但幾勒」, 「不要逼我」 and 「禮貌？」.
嘉南羊乳 interacts with younger audiences in a humorous tone on the social media platform Threads.
嘉南羊乳’s product line includes original, strawberry, chocolate, and oat-and-nut varieties.
Lai Ching-te leads southern allies to join Lai Jui-lung in Gangshan! 「北高隆洋」 takes place Nov. 7, with the rock zone full and a mystery show of support raising expectations
Published ・ Source Taiwan | 風傳媒
Lai Jui-lung’s campaign headquarters will hold a 「北高隆洋」 rally in Gangshan on Nov. 7, with President Lai Ching-te leading several senior officials from southern Taiwan in showing their support. The event will feature a rock zone and a mystery show of support, aiming to rally supporters and advance a vision of balanced development for Kaohsiung.
Facts
Lai Ching-te will lead southern allies including Pan Men-an, Chen Chi-mai and Liu Shih-fang at a rally in support of Lai Jui-lung in Gangshan on Nov. 7.
沈伯洋 will deliver a short speech remotely, cheering on Lai Jui-lung despite the distance.
The event will bring the rock-zone campaign rally format to northern Kaohsiung for the first time, and registration is already full.
The rally will open its doors at 4 p.m. on Nov. 7 and officially begin at 4:30 p.m. on 河華路 in Gangshan District.
The public can pick up campaign ribbons and stickers in advance at the campaign headquarters at 250 曾子路, Zuoying District.
Lai Ching-te joins Su Chiao-hui in Sanzhi and Tamsui, hails her as the best candidate for New Taipei mayor; campaign walkabout in Xinzhuang draws crowds again
Published ・ Source Taiwan | 風傳媒
With 23 days remaining in the election campaign, Democratic Progressive Party New Taipei mayoral candidate Su Chiao-hui joined President Lai Ching-te on a temple visit to the North Coast, where Lai praised her as the best candidate. Su later campaigned door to door in Xinzhuang and unveiled proposals including a Tamsui Science City and a Three Gold Awards Museum, seeking to win voters’ support.
Facts
With 23 days remaining in the election campaign, Democratic Progressive Party New Taipei mayoral candidate Su Chiao-hui joined President Lai Ching-te on a temple visit to Sanzhi and Tamsui to pray for blessings.
Lai Ching-te praised Su Chiao-hui to her face as the best candidate for New Taipei mayor, recognizing her long-standing work in the community and efforts to secure central government resources for all 29 districts of New Taipei.
Su Chiao-hui proposed carrying forward the 「淡海科學城」 vision and speeding up the realization of 淡海醫院 to address medical needs on the North Coast.
Su Chiao-hui campaigned at the Zhongmei and Meixiu evening markets in Xinzhuang, where vendors gave her radishes and sugar cane as good-luck gifts.
Su Chiao-hui proposed upgrading the National Film and Audiovisual Culture Center into a 「三金博物館」.
Original淡江大橋已於今年5月完工通車，節省淡水、八里間約25分鐘通勤時間。
Su Chiao-hui urged the public to vote on Nov. 28 and support the mayoral candidate and the 4 candidates for council seats in Xinzhuang.
Crackdown on “ghost voters” ahead of election! Kaohsiung prosecutors join household registration offices to strengthen checks; false address changes could be annulled and penalized
Published ・ Source Taiwan | 風傳媒
The Kaohsiung City Government’s Civil Affairs Bureau held a forum on preventing “ghost voters.” A prosecutor from the district prosecutors office explained the legal criteria and investigation procedures for false address changes, helping household registration staff strengthen checks and safeguard election fairness.
Facts
The Kaohsiung City Government’s Civil Affairs Bureau held the 「115年幽靈人口防制實務查察交流座談會」 on the 4th.
Lin Heng-cui, a prosecutor with the Kaohsiung District Prosecutors Office, gave a presentation at the forum, explaining the legal elements of false address changes and practical investigation procedures.
The key to determining whether a false address change is involved is whether there is a substantive connection through actual residence between the voter and the electoral district where they obtained voting rights.
The 5 main practical steps for investigating “ghost voter” cases are screening suspicious electoral districts, checking household registration changes, cross-checking application records, verifying actual residence, and verifying electoral intent.
If a false address change is discovered, the move-in registration will be annulled in accordance with the law, and penalties will also be imposed under relevant regulations.
A “potsticker craze” sweeps 華夏公園! 張以理 rallies young candidates from different districts to form 「餃好連線」; 300 campaign ribbons draw crowds in seconds
Published ・ Source Taiwan | 風傳媒
張以理, a candidate for Kaohsiung City Council in the Zuoying-Nanzi district, handed out potsticker-themed campaign ribbons at 華夏公園, drawing a huge response and long lines. He also rallied young candidates from several districts to form 「餃好連線」, showcasing solidarity among a new generation of politicians as they make a final push for the Nov. 28 election.
Facts
張以理, a candidate for Kaohsiung City Council in the Zuoying-Nanzi district, handed out a limited 300 campaign ribbons at Zuoying’s 華夏公園 on the evening of the 4th.
After the campaign ribbon giveaway was announced at short notice on Threads, large crowds lined up at the venue within just a few hours.
Young candidates from other districts joining the campaign included 鄭孟洳 of Sanmin District, 張耀中 of Daliao-Linyuan District, 鄧巧佩 of Fengshan District, 林志誠 of Dagangshan District, and 黃培柔, a candidate for borough chief in Zuoying District’s 高鐵里.
張以理 announced the formation of 「餃好連線」, aiming to connect young candidates with similar ideals from different electoral districts.
The event is tied to the Nov. 28 election, and 張以理 urged voters to support young candidates.
The 經濟部智慧財產局 held the 2026 Industry Patent Analysis and Strategy Competition on Nov. 4. A total of 70 teams tackled 54 technology issues proposed by 25 companies, aiming to help businesses find avenues for innovation and optimize their patent strategies.
Facts
The 經濟部智慧財產局 held the awards ceremony and results presentation for the 2026 Industry Patent Analysis and Strategy Competition on Nov. 4.
This year’s competition drew 70 teams to take on 54 technology issues proposed by 25 companies.
The 「JUST RESULT」 team took first place with an analysis of the 「機器人感知融合技術」 proposed by 金屬工業研究發展中心.
The 「vvvx」 team, which took second place, focused on 「綠色節能電子紙技術」 of interest to 凌巨科技.
Original第三名「芯溫導航者」回應高通半導體提出的「提高電池能量密度技術」。
The competition required participants to use the Intellectual Property Office’s Global Patent Search System, GPSS, which contains more than 1億8,000萬 records of global patent literature.
威剛科技 shared its journey from competing in the event to becoming a company that submits challenges.
Kaohsiung Station transforms into a fashion runway! KFA Fashion Awards takes place Nov. 14, with 8 emerging brands showcasing 40 creative designs
Published ・ Source Taiwan | 風傳媒
The final of the 「2026 KFA高雄時尚大賞」, hosted by the Kaohsiung City Youth Bureau, will be held at 新高埕 in Kaohsiung Station on Nov. 14. Eight emerging brands will compete for NT$1.25 million in prize money, in an effort to nurture young design talent and expand into international markets.
Facts
The final and awards ceremony for the 2026 KFA Kaohsiung Fashion Awards will take place at 4 p.m. on Nov. 14 at 新高埕, the sunken plaza at Kaohsiung Station.
A total of 8 shortlisted emerging brands will jointly present 40 collections in the competition.
The competition offers total prize money of NT$1.25 million, as well as an annual Gold Award.
Gold Award winners who intend to start a business and meet the application requirements may apply for an additional NT$100,000 Gold Award startup grant.
The competition is open to young designers aged 18 to 35 and emerging brands established less than 5 years ago.
ASE continues to sponsor the 「永續時尚賞」, encouraging designers to incorporate green sustainability principles into their creations.
All 200 tickets in the first batch of free tickets have been claimed.
中信樂活 and 中信科技大學 have joined forces to build Taiwan’s first campus-based senior wellness village in Tainan.
中信科技大學’s campus wellness village is located on the university’s campus in Tainan City and has 100 single and double rooms.
中信 Campus Wellness Village combines 24-hour living services, smart safety features and health management.
中信樂活 General Manager 廖桂葶 said the village is guided by the core principles of “living with peace of mind, learning with joy and becoming healthier as you age.”
中信樂活 and 中信科技大學 held the “Cheers to a Shining Third Act” forum series.
The forums invited Golden Bell Award-winning actress 王琄, ageless internet celebrity 金剛老爹, writer 吳娟瑜 and experts in aging to share their insights.
Japanese drama VIVANT Season 2 accused of insulting China; 三麗鷗 ends tie-in merchandise collaboration ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The plot of Japanese drama 《VIVANT》 Season 2 was accused of insulting China, triggering strong backlash in China. 三麗鷗 announced it would end its tie-in merchandise collaboration with the show.
Coral bleaching research offers hope: contact with healthy coral can lead to recovery within 9 weeks ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A study found that when bleached coral is placed in contact with healthy coral for 9 weeks, beneficial algae can return via a “nutrient superhighway” formed through tissue fusion, allowing the bleached coral to recover completely.
AI shakes up global film and TV industry; Train to Busan director Yeon Sang-ho breaks through with original work ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
South Korean director Yeon Sang-ho’s new work 《樂園的孩子》 explores AI and humanity. It had a budget of about 500 million won, wrapped filming in just 14 days and has sold its rights in 118 countries. Overseas sales have exceeded net production costs, underscoring the importance of original stories when resources are limited.
Joshua Wong has spent nearly 6 years in prison; sentenced to another 10 years over foreign collusion ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
Hong Kong pro-democracy leader Joshua Wong pleaded guilty to conspiracy to collude with foreign forces to endanger national security. The High Court sentenced him to another 10 years in prison, and he is expected to be released in 2036.
UNESCO body recommends Japanese calligraphy for heritage listing; South Korean hanji and North Korean taekwondo also recommended ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
A UNESCO evaluation body has recommended Japanese calligraphy, South Korean hanji and North Korean taekwondo for inclusion on the Intangible Cultural Heritage list. The final decision is expected at the end of December.
Facts
The UNESCO evaluation body formally recommended them on the 5th
Expected to begin on November 30
Become Japan’s 24th item of intangible cultural heritage
The final decision is expected to be announced at the end of December
COP31 opens in Turkey next week; 1.5°C warming limit may be hard to keep ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
COP31 opens in Turkey next week, and climate experts warn that the global warming limit of 1.5°C may be hard to maintain. Influenced by a super El Niño, warming could reach 1.74 degrees in 2027. Climate finance and policies to promote electrification are also in focus.
Amsterdam seeks to curb overtourism, proposes raising tourist tax to 20% ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
To curb overtourism, Amsterdam is considering raising its tourist tax from the current 12.5%, already the highest in Europe, to 20%, while capping overnight visitors at 20 million. The proposal has drawn opposition from businesses and some residents, who say it would affect occupancy rates and a tourism economy that contributes 20% of local revenue.
Facts
Cap annual overnight visitors at 20 million
Amsterdam has only 940,000 residents
But overnight visitors reached 23.7 million last year (2025)
The 12.5% tourist tax is already the highest in Europe
If overnight visitors fall to 20 million, our occupancy rate will be only 60%
Tourist taxes are mostly between 5 and 7 euros
A tourist tax that accounts for 20% of local revenue
Suspected of helping Chang Chun-chieh flee; owners of the Man Rui Fu and 7 others questioned by prosecutors ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
Suspected of helping Chang Chun-chieh flee, the owners of the Man Rui Fu and 7 others were questioned by prosecutors in an investigation. Ocean Affairs Council Minister 管碧玲 apologized for security inspection lapses, while scholars suggested that serious criminal cases warranting detention should be heard by a 3-judge panel.
Facts
A total of 7 people were questioned on the 5th
Cut off his electronic ankle monitor in early September
Fled after forfeiting NT$10 million bail
Was on the run for nearly 2 months
Tried to flee through Keelung’s Zhengbin Fishing Harbor on October 28
47 accomplices were apprehended in succession
Those facing a minimum sentence of 3 years or more
October CPI rises 2.33% year over year, exceeding 2% alert threshold for 6 consecutive months ｜ PNN 公視新聞
Published ・ Source Taiwan | 公視新聞
The October CPI rose 2.33% year over year, exceeding the 2% alert threshold for 6 consecutive months. Influenced by the depreciation of the New Taiwan dollar and the AI boom, prices for meat and electronic components rose. Experts forecast that November CPI will remain above 2%.
Facts
October CPI rose 2.33% year over year
Costs have probably increased by 7% to 8%
Bananas and 95-octane unleaded gasoline rose more than 15%
Chiang Wan-an to hold “安心大遊行” on the 14th; Shen Po-yang meets former pan-Blue speaker Chen Chien-chih | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Chiang Wan-an announced that the “安心大遊行” would be held on the 14th. Campaign headquarters chairwoman Lu Hsiu-yen and his wife, Shih Fang-heng, will separately lead groups from Daan Forest Park to meet at the Taipei Dome before heading to city hall; Hou Yu-ih and Lee Chuan-ching will also help canvass. DPP candidate Shen Po-yang met with former speaker Chen Chien-chih and emphasized cross-party cooperation, while Su Chiao-hui visited a temple to pray for blessings with President Lai Ching-te and pledged to deliver infrastructure projects.
Facts
Taipei 安心 on November 14
I have been a civil servant for more than 40 years
Ohio's first Democratic woman governor stresses self-sufficiency on livelihood issues, unfazed by political attacks from opponents | PTS News PNN
Published ・ Source Taiwan | 公視新聞
In the U.S. midterm elections, Ohio Democratic candidate Acton, Michigan Senate winner Saeed, and Texas Senate winner Talarico each faced negative attacks from Republicans over their personal backgrounds, faith or origins. All three chose to respond with livelihood issues and positive messaging, ultimately winning their races and highlighting voters' desire for a more rational political culture.
2026WBC player Stuart Fairchild, known as Fei-zai, has returned to Taiwan. His Chinese has improved significantly, and he has experienced local culture. He reiterated that his goal is to return to MLB and said he is open to joining the CPBL, emphasizing the importance of raising the standard of baseball. He also donated his World Baseball Classic prize money to 動物照護協會 and 台灣緣夢棒球協會, and said it would be special to play for Taiwan's national team.
Facts
2026WBC
Takes Chinese lessons by video call 2 to 3 times a week
Stayed in Taiwan for only 1 day before flying to Japan
This time, he stayed for more than 1 week
His mother, who left Taiwan at age 12
2027 World Baseball Softball Confederation Premier12
Why are AI stocks getting hammered? Analyst: It's not just the U.S. midterm elections; institutions are also deleveraging
Published ・ Source Taiwan | 鉅亨網
U.S. tech stocks faced a brutal selloff Thursday, with the Philadelphia Semiconductor Index plunging 11%. Analysts said the midterm elections were only a catalyst; the core issues were excessive AI spending, rising financing costs and institutional deleveraging, which weighed on market confidence.
Facts
U.S. tech stocks faced a brutal selloff Thursday. The Philadelphia Semiconductor Index plunged as much as 11% intraday, while the Nasdaq Composite fell as much as 5%.
Ipek Ozkardeskaya, senior analyst at 瑞士銀行Swissquote, said the market is concerned about excessive AI spending, rising borrowing costs and declining free cash flow at major cloud providers.
Adam Sarhan, CEO of 50 Park Investments, said many AI stocks had already entered bear-market territory, with the Philadelphia Semiconductor Index down about 31% from its 52-week high.
Bruce Zaro, managing director at Granite Wealth Management, said the impact of data centers on power grids, water resources and nearby residents would bring more opposition.
Mark Hackett, chief market strategist at Nationwide, said this was an emotional selloff, driven mainly by aggressive institutional selling and hedge funds and active institutional investors reducing leverage.
Peter Andersen, founder of Andersen Capital Management, said that if some parts of the United States restrict construction, data center developers could still consider locations such as Canada and Brazil.
Companies mentioned：瑞士銀行Swissquote、50 Park Investments、Granite Wealth Management、SimCorp、FHN Financial、Andersen Capital Management、Nationwide
Are rate hikes not over yet? 2 Fed officials speak out, say inflation remains the top risk
Published ・ Source Taiwan | 鉅亨網
Fed officials Beth Hammack and Tom Barkin said Thursday they supported further monetary tightening to fight inflation. Hammack recommended small, frequent adjustments, while Barkin backed gradual rate hikes. Markets put the probability of a rate hike in December at more than 80%.
Barkin believes major cloud providers' core businesses can generate enormous cash, but he is more concerned about potential credit risks borne by intermediaries.
Hammack was one of 2 officials who opposed keeping interest rates unchanged last week.
South Korean conglomerates accelerate U.S. expansion and scale back China operations; U.S. affiliates grow 3.3-fold in 10 years
Published ・ Source Taiwan | 鉅亨網
South Korean conglomerates are accelerating the shift of their business focus to the United States. The number of their U.S. affiliates has grown 3.3-fold over a decade as they scale back operations in China. The trend is driven by U.S. protectionist policies and tariff pressures, with the aim of securing stable supply chains and reducing tariff risks.
Facts
The number of U.S. affiliates owned by South Korea's 28 largest business groups rose from 394 to 1,308 over 10 years.
The United States has become the leading destination for South Korean business groups, accounting for 26.5% of their overseas locations.
Hanwha Group's U.S. affiliates increased from 63 in 2016 to 374 this year.
Samsung Electronics closed its smartphone production facilities in China.
LG Display sold its liquid-crystal display factory in Guangzhou.
U.S. stocks fell Thursday as concerns about regulation following the midterm election results triggered a selloff in tech shares, pushing the Nasdaq into correction territory. Investors shifted to defensive stocks, while TSMC ADR plunged 7.6%; only a few stocks, including AppLovin, bucked the trend.
Facts
The Nasdaq Composite fell more than 10% from its record high last month, entering correction territory intraday.
TSMC ADR plunged 7.6%.
The Philadelphia Semiconductor Index fell nearly 8.4%.
AI ad firm AppLovin shares briefly surged 32% against the trend.
Brent crude futures rose more than 2% to around $97 a barrel.
CoreWeave fell 9%, Nebius plunged 13%, and Iren fell 11%.
高通 reported better-than-expected earnings, but its forecast fell short of market expectations, sending its shares down 9%.
U.S. initial jobless claims fell to 189,000 last week, matching a 57-year low.
Published ・ Source Taiwan | 鉅亨網
The number of Americans filing initial claims for unemployment benefits fell to 189,000 last week, a 57-year low, signaling a resilient labor market. However, rising continuing claims and cautious hiring point to difficulties finding work, while consumer confidence remains subdued.
Facts
U.S. initial jobless claims fell to 189,000 last week, a 57-year low.
U.S. companies announced 43,994 job cuts in October, down 71% from a year earlier.
U.S. companies reported plans to hire 444,692 workers in October, the highest total for the month since 2009.
Continuing claims for unemployment benefits rose to 1.718 million in the week ended October 24.
Could a U.S. “blue wave” curb AI investment? 高盛 says it could accelerate it instead.
Published ・ Source Taiwan | 鉅亨網
高盛's Privorotsky said a “blue wave” in the U.S. midterm elections may not hinder AI investment, but could instead prompt tech giants to accelerate capital spending before policy changes in 2027. If computing capacity expansion is restricted, the value of existing computing assets held by 亞馬遜, 微軟 and others would rise, while market sentiment could stabilize as election uncertainty fades.
Facts
高盛's head of European equity trading, Privorotsky, said a “blue wave” in the U.S. midterm elections would not curb AI investment, but could instead prompt companies to accelerate their plans.
Technology executives may bring capital investments forward to 2027 to take advantage of current approval conditions for strategic deals.
If computing capacity expansion is restricted in the future, the value of already-operational computing assets could rise, benefiting 亞馬遜, 微軟 and Alphabet.
The Philadelphia Semiconductor Index ETF has fallen by a fifth over the past month, potentially limiting further declines in related stocks.
AMD expects revenue growth of more than 80% in 2027, with server CPU revenue potentially doubling.
After taking office in 2029, the new president may push for tax changes, tighter administrative oversight and stricter merger reviews.
As the midterm elections recede, the VIX fear gauge is unlikely to remain at its current elevated level, potentially paving the way for gains in major U.S. stock indexes.
Capital rotation continued after the U.S. midterm elections, with investors moving out of technology stocks and sending the Nasdaq and Philadelphia Semiconductor indexes sharply lower. 台積電 ADR fell 4.5%. Markets are watching for signs of a slowdown in AI capital spending and expectations of Federal Reserve rate hikes, while gold and oil prices are trending higher.
Facts
The Dow Jones Industrial Average rose 275.29 points, or 0.52%, to 53,631.41.
The Nasdaq Composite fell 271.88 points, or 1.06%, to 25,464.64.
The Philadelphia Semiconductor Index fell 524.25 points, or 5.10%, to 9,744.40.
Democrats propose “super AI ban” with nuclear-weapons-level penalties; violations could bring 20 years in prison or corporate death penalty.
Published ・ Source Taiwan | 鉅亨網
U.S. Democrats are advancing the Artificial Superintelligence Prohibition Act of 2026, which would ban ASI research and establish an AI agency for oversight. Violators could face up to 20 years in prison or the corporate death penalty, in an effort to prevent the technology from spiraling out of control.
Facts
The Artificial Superintelligence Prohibition Act of 2026 has drawn renewed attention after Democrats gained control of both chambers of Congress following the U.S. midterm elections.
The bill was introduced by independent Senator Sanders and Democratic Representative Casar, and calls for a comprehensive ban on ASI research and deployment.
The bill defines ASI as an AI system that surpasses human cognitive performance in most fields or has the ability to overthrow the U.S. government.
Companies in violation would face a “corporate death penalty,” including having their operating licenses revoked, being forcibly dissolved and having their assets confiscated.
Individuals responsible for violations could face up to 20 years in federal prison, with sentencing standards comparable to serious national security offenses involving the illegal development of nuclear weapons.
Advanced AI systems with computing power of at least 10 to the 25th power operations would be subject to a mandatory research pause until a regulatory framework is established.
Musk responded, “What a brave new world,” mocking political intervention in technological development.
U.S. firms rein in profligate token spending; 蘋果 reportedly cuts internal AI budgets, with daily minimum potentially falling to $25.
Published ・ Source Taiwan | 鉅亨網
蘋果 is reportedly tightening internal AI budgets, lowering some engineers’ daily allowances to $200 and considering a further cut to $25 to control costs.
Facts
蘋果 quietly cut some engineers’ daily AI spending limits from $300 to $200 last month.
蘋果 is considering lowering the allowances for some of its teams to as little as $25.
蘋果's research and development spending rose 32% in fiscal 2026.
特斯拉 set a weekly AI spending limit of $200 for employees.
優步 set a monthly usage cap of $1,500 for a single AI coding tool.
Nationwide general strike begins! French 2027 budget rejected by parliament; expert says this gives government time to turn to forced measures.
Published ・ Source Taiwan | 鉅亨網
France's National Assembly rejected the 2027 budget bill, as no party holds a majority and consensus proved elusive. The government is expected to invoke its constitutional powers to force the bill through, while facing a nationwide general strike and social unrest, adding to mounting fiscal and political pressure.
Facts
France's National Assembly unanimously rejected the 2027 budget bill proposed by Prime Minister Lecornu's government on Wednesday (4).
The 2027 budget bill's central measure is to cut spending by 54 billion euros (about 61.8 billion dollars).
France's fiscal deficit reached 5.1% of GDP last year, while public debt rose to 115.6% of GDP.
Since student protests over education funding cuts began in September, demonstrations have spread nationwide and escalated into unrest, causing estimated economic losses of more than 1 billion euros.
A nationwide general strike began on Thursday (5), with hundreds of thousands taking to the streets; police in Lyon fired tear gas.
The government deployed 70,000 police officers and gendarmes to respond to the nationwide general strike and unrest.
The Eurasia Group said the vote had little practical significance and that the rejection instead gave the government time to turn to forced measures.
ファクトセンス launches new culinary operations at EdgeTable in Shinagawa Seaside
Published ・ Source Japan | PR TIMES
株式会社ファクトセンス will rename its EdgeCafe in Shinagawa Seaside to EdgeTable and launch new culinary operations using digital technology, following the arrival of a new chef in November 2026.
Toward a team of more than 30 members in Japan and overseas: 株式会社AMERI WAVE, provider of the hands-on online secretary service Amerci
Published ・ Source Japan | PR TIMES
株式会社AMERI WAVE, provider of the online secretary service Amerci, announced that it has expanded to a team of more than 30 members in Japan and overseas.
Why is “defeat” a crime?! The latest, 4th volume of Magical Girl × Defeat Trial, an unprecedented courtroom drama that is unreasonably harsh on magical girls, is on sale! A promotional video featuring Ayana Taketatsu is also available to great acclaim!
Published ・ Source Japan | PR TIMES
株式会社キルタイムコミュニケーション released ヴァルキリーコミックス’ Magical Girl × Defeat Trial 4 on November 6. A promotional video featuring Ayana Taketatsu is available.
Why not take part in “Hokkaido Corporate Forest Creation”?
Published ・ Source Japan | PR TIMES
北海道 promotes collaborative forest development through its “Hokkaido Corporate Forest Creation” program, which matches private companies engaged in SDGs and CSR initiatives with forest owners. Since fiscal 2007, a total of 91 agreements have been concluded, and more than 1,000 ha of forest have been developed.
Finnish producer Misha releases new track “Pushin’ On” featuring Lyric Jones, BeMyFiasco, and the UK’s prestigious brass section Triple H Horns
Published ・ Source Japan | PR TIMES
Finnish producer Misha has released the new track “Pushin’ On,” featuring Lyric Jones, BeMyFiasco, and Triple H Horns. The R&B house anthem portrays the “strength” to keep moving forward when everyday pressures threaten to overwhelm, and will be available from SWEET SOUL RECORDS on November 6, 2026.
Facts
More than 100 million streams on Spotify
Embargo lifted: November 6, 2026, 0:00 AM
Companies mentioned：The Orchard Japan、SWEET SOUL RECORDS、+FE Music、Soulection Radio、BBC Radio 1Xtra、Okayplayer
Seiya Ishikawa (Seiya of Shimofuri Myojo) to perform his 2nd live show, “Inimini Rekapika,” exclusively live on U-NEXT!
Published ・ Source Japan | PR TIMES
株式会社U-NEXT announced that it will exclusively livestream Seiya Ishikawa’s (Shimofuri Myojo) 2nd music show, “Inimini Rekapika,” which will be held at LINE CUBE SHIBUYA in Tokyo on December 15. Monthly subscribers can watch at no additional charge.
Japan premiere of “A Christmas Carol”: Tickets on general sale through チケットぴあ and チケミー; purchase information
Published ・ Source Japan | PR TIMES
AlexandriteWorld株式会社 announced that tickets for the Japan premiere of the full-length ballet “A Christmas Carol,” to be staged in Takanawa, Tokyo, in December 2026, are on sale through チケットぴあ, チケミー, and the performance’s dedicated website.
Facts
Saturday, Dec. 5, 2026
Original2026年11月1日10:00から一般発売を開始しました
SS seats: 19,800 yen
S seats: 16,500 yen
A seats: 12,100 yen
The performance runs for approximately 1 hour and 50 minutes, including an intermission.
Sapporo dental clinic ユアーズデンタルクリニック, operated by 医療法人令徳会, published a page on November 5, 2026, compiling 22 articles analyzing teeth and gums based on public statistics, including data from NDB Open Data and 厚生労働省. The publication marks 11 years since the clinic opened.
Most European stocks close lower after U.S. midterm results briefly spur intraday highs.
Published ・ Source Taiwan | 中央社 CNA
Major European stock markets mostly closed lower today. They initially rose and hit record highs after U.S. midterm election results came in, but later turned lower. London's FTSE 100 and Frankfurt's DAX fell, while Paris's CAC 40 rose.
Financial crisis affects 3 million people; Paraguay President Peña announces resignation.
Published ・ Source Taiwan | 中央社 CNA
Paraguay President Peña announced his resignation to preserve national stability after the collapse of Ueno Bank triggered a financial crisis affecting 3 million people.
The son of a Chen-surnamed candidate seeking reelection as village chief in Wufeng Township, Hsinchu County, is suspected of vote-buying. Prosecutors have requested his detention and incommunicado custody, and several people were searched and questioned.
張俊傑 suspected of attempting to leave by sea illegally; captain involved and 4 Indonesian crew members face detention requests.
Published ・ Source Taiwan | 中央社 CNA
Legislator Kao Chin Su-mei’s aide Chang Chun-chieh is suspected of leaving Keelung by boat illegally. The Taipei District Prosecutors Office directed a task force to search for and question the owner surnamed Lee of the Man Rui Fu No. 6 and its captain surnamed Huang, and detained 5 crew members. Late at night, prosecutors sought detention and a ban on visits for the captain surnamed Huang and 4 Indonesian crew members. The owner surnamed Lee was released on bail of NT$100,000.
路透: 微軟 will not expand computing-capacity lease contract for Nscale’s Texas data center
Published ・ Source Taiwan | 中央社 CNA
路透 cited people familiar with the matter as reporting that 微軟 will not exercise an option in its computing-capacity lease contract with British data center operator Nscale for a Texas data center to expand capacity by more than 1-fold.
Facts
Expand by more than 1-fold
Worth tens of billions of dollars
About 200,000 units
Filed an initial public offering (IPO) application in September
Markets settle after US midterm elections; US stocks open mixed
Published ・ Source Taiwan | 中央社 CNA
Markets settled after the US midterm elections, with the 3 major US indexes opening mixed. The Dow rose, while the S&P 500 edged lower and the Nasdaq fell, dragged down by declines in chip and data center stocks.
Facts
The Dow Jones Industrial Average opened up 330.63 points
水利署 issued an updated notice that water is freely overflowing from Baoshan Second Reservoir into the Shijing River, affecting Baoshan and Emei townships in Hsinchu County and the East, North, and Xiangshan districts of Hsinchu City. Residents along the river are urged to take care and stay away from the riverbed.
內政部消防署 reported a fire at a factory and warehouse on Jindun Street in Huatan Township, Changhua County, and urged the public to stay away from the alert area.
Water service has been restored after a leak at the intersection by Cihou Temple in Tongwan Village, Tongxiao Township. Users at the ends of pipelines and in higher-elevation areas may have to wait longer for service to return.
Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, Hsinchu City, Hsinchu County, Changhua County, Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a land strong-wind advisory (yellow signal), saying northeasterly winds are strengthening. Some areas of Taoyuan City, Hsinchu City, Hsinchu County, Miaoli County, Taichung City, Changhua County, Yunlin County, Pingtung County, Taitung County, Penghu County and Lienchiang County may experience average winds of force 6 or higher, or gusts of force 8 or higher, from the evening of November 5 through the evening of 6.
Health Calendar | The best state in life is to accept everything that happens, then keep moving forward - Heho健康
Published ・ Source Taiwan | Heho健康
With the Start of Winter approaching, the article recommends embracing life’s events through the Zen concept of an “empty cup mindset,” letting go of attachments and continuing forward.