Feel like you’re in Japan without leaving the country! A look at Taiwan’s 5 most beautiful historic-house cultural parks, must-see weekend destinations
Published ・ Source Taiwan | 風傳媒
The article introduces 5 cultural parks across Taiwan created by restoring historic houses from the Japanese colonial period, including Taoyuan 77 Art and Culture Town, the Tada Eikichi Residence in Tamsui, the Taitung Baocho Arts and Culture Center, Tainan Longtian chacha Park and the Yunzhong Street neighborhood in Douliu, showcasing new ways to revitalize historic buildings.
Facts
Taoyuan 77 Art and Culture Town was formerly a complex of Japanese-style dormitories for the Taoyuan Police Department and was listed as a Taoyuan City historic building in 2012.
The former residence of Tamsui street head Tada Eikichi was the first private residence in Taiwan to be connected to a piped water supply.
The surviving wooden dormitory at the Taitung Baocho Arts and Culture Center was built in 1936.
The “chacha” in the name of Tainan Longtian chacha Cultural Heritage Education Park expresses the hope that visitors will “Come Here Again.”
Yunzhong Street in Douliu, Yunlin, was a concentration of police dormitories during the Japanese colonial era and has now been transformed into a cultural and creative district.
蘋果’s ample cash reserves but cautious AI investment and high price-to-earnings ratio have raised concerns; Elon Musk’s political investment backfired, sending SpaceX shares sharply lower; and Google’s AI Overviews devastated Reddit’s search traffic, sending its stock plunging.
Facts
蘋果 has $56.7 billion in cash and marketable securities, but its forward price-to-earnings ratio is now about 35, near its highest level in 18 years.
蘋果’s smartphone business revenue grew 12.5% this quarter to $82.9 billion, exceeding analyst expectations.
Tesla CEO Elon Musk invested more than $440 million to support the Republican Party, but his bet failed, sending SpaceX shares down nearly 5% in premarket trading.
Google’s AI Overviews have hit Reddit, reducing traffic referred from search engines by more than 1 million visits per week.
Reddit shares fell about 29% after the company reported earnings, marking the largest percentage drop on record.
Commentary: Incompetence first, then confusion; in the end, the public pays the bill—on traffic controls at Hehuanshan
Published ・ Source Taiwan | 風傳媒
The National Park Service under the Ministry of the Interior announced that high-occupancy vehicle restrictions would take effect at Hehuanshan on weekends starting in November, drawing public anger. The article sharply criticizes the measure for failing to address the core problem of illegal parking and for setting control hours without professional judgment. It accuses bureaucrats of incompetence and passing the buck, and recommends stronger enforcement and better transportation arrangements.
Facts
The National Park Service under the Ministry of the Interior announced that high-occupancy vehicle restrictions would take effect at Hehuanshan on weekends starting in November.
The restrictions will apply from 0:00 to 8:00 every Saturday and Sunday.
On National Day, an illegally parked Mercedes-Benz C300 caused a severe traffic jam, blocking 200 vehicles.
The Mercedes-Benz owner was ultimately investigated under Article 185 of the Criminal Code for endangering public safety by obstructing traffic.
The original fine for illegal parking was only NT$1,200; the case now carries criminal liability.
The article notes that there is no public transportation on the Hehuanshan route at all from 0:00 to 8:00.
The article recommends stronger checks and enforcement against illegal parking on weekends to solve the problem.
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.
Market update: After midterm election losses, what comes next for Trump, AI and U.S. stocks?
Published ・ Source Taiwan | 鉅亨網
The Democrats won the U.S. midterm elections and control of Congress, and are expected to serve as a check on the Trump administration. 鉅亨買基金 says historical data show U.S. stocks mostly rise in the year after midterm elections, and advises investors to focus on long-term opportunities.
Facts
The U.S. midterm election results gave the Democrats 54 Senate seats and 237 House seats, putting them over the majority threshold in both chambers.
In 22 of the 24 midterm elections since 1927, U.S. stocks rose in the following year, with an average return of 17%.
Overriding a presidential veto requires the support of two-thirds of the vote in each chamber of Congress.
鉅亨買基金 recommends using its “超底王” automatic buying-on-dips mechanism to build positions in stages.
牛彈琴: Wall Street plunges the day after U.S. midterm elections; 10 major consequences emerge
Published ・ Source Taiwan | 鉅亨網
The WeChat public account “牛彈琴” analyzed the ten major consequences of the U.S. midterm elections, saying the plunge in U.S. stocks reflects a policy vacuum caused by the two parties’ bitter feud, as well as problems including political division, a fiscal crisis and a severe blow to international credibility.
Facts
The Nasdaq Composite plunged 5.52% the day after the midterm elections, wiping out more than US$1 trillion in market value from the seven leading tech companies in a single day.
Vice President Vance published an article blaming the defeat on the war and distancing himself from President Trump.
President Trump suddenly announced an end to US$4 billion in annual aid to Israel.
U.S. Defense Secretary Hegseth faces pressure to resign over the setbacks in the war with Iran.
Dec. 11 is the deadline for the stopgap funding bill, and also comes as the debt-limit “X-date” draws near.
〈Taiwan stocks open〉台積電 opens at limit down as margin-call wave emerges; plunges more than 3,700 points, falls below the annual moving average
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks were hit by steep losses in U.S. and South Korean shares, falling for a sixth straight session for a cumulative loss of 5,460 points. The market opened today below 40,000, with 台積電 leading a plunge of more than 3,700 points that sent the index below its annual moving average. A wave of margin calls emerged as panic intensified.
Facts
Taiwan stocks have closed lower for six consecutive trading sessions, plunging a cumulative 5,460.86 points.
台積電 opened at its limit-down price of 2,020 yuan, dragging the broader market lower from the open.
Taiwan stocks fell to a low of 37,837.05 points today (6), plunging 3,737.67 points and breaking below the annual moving average.
More than 240 stocks on the main exchange hit their daily limit-down, as market panic intensified.
Margin financing on the main exchange fell by NT$20.5 billion yesterday, while the three major institutional investors recorded net sales of NT$123.456 billion.
South Korean stocks fell 8.5% in early trading, and trading was briefly halted by a circuit breaker.
The Philadelphia Semiconductor Index plunged 1,257.52 points, or 12.25%.
Trump says Russia and Ukraine are close to a major deal that could cover all of Europe
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump said on the 5th that Russia and Ukraine were close to a major deal covering Europe, and arranged working-level talks in Abu Dhabi for the 10th and 11th. First Lady Melania met with Russian and Ukrainian officials the same day to advance a ceasefire, underscoring Washington’s active involvement in mediation.
Facts
U.S. President Trump told reporters at the White House on the 5th that a “major deal” on Russia and Ukraine was within reach.
Trump said the deal could cover all of Europe.
The U.S. will mediate working-level talks between Russia and Ukraine in Abu Dhabi from the 10th to the 11th.
Trump met with Russian President’s special envoy Dmitriev but did not meet with a Ukrainian representative.
U.S. First Lady Melania met with Russian and Ukrainian officials to advance implementation of a ceasefire in Oleshky.
Fund interview》Taiwan technology funds keep falling. What should investors do now? 安聯台灣智慧基金 has the answer
Published ・ Source Taiwan | 鉅亨網
鉅亨買基金 interviewed the 安聯台灣智慧基金 team about the reasons for the recent correction in technology stocks. The fund managers stressed that this is a correction driven by liquidity and valuations, not a change in the long-term AI trend, and advised investors to take advantage of the pullback and invest with discipline.
Facts
The recent correction in technology stocks is mainly related to the supply and demand of market funds, financing costs and valuation adjustments; it does not mean the AI industry’s fundamentals have weakened.
U.S. tech giants continue to ramp up AI capital spending, and related companies need financing to fund their investment needs.
For some Taiwanese technology leaders, the recent valuation declines may have gone further than can be explained by changes in fundamentals.
The fund recently trimmed some memory-stock holdings, mainly to adjust its overall positions and risk allocation.
Source: 安聯投信 fund monthly report; data as of 2026/09/30.
More than ten airliners in Europe receive bomb threats
Published ・ Source Taiwan | 鉅亨網
A large-scale wave of bomb threats affected more than ten airliners in several European countries on the 5th, including 愛爾蘭航空, Ryanair and Wizz Air. Flights were forced to divert or make emergency landings. No explosives have been found so far, and authorities are investigating.
Facts
More than ten airliners in Europe receive bomb threats on Thursday, the 5th
An 愛爾蘭航空 A320 diverted to France and landed at Évreux-Fauville Air Base
The 愛爾蘭航空 flight involved had 151 passengers and 6 crew members on board
Three Ryanair flights bound for Sofia, Bulgaria, receive bomb threats
A LOT Polish Airlines flight from Warsaw to Paris was stopped for inspection while taxiing
A Wizz Air flight from Milan to Warsaw diverted to Vienna, Austria
Czech police say four airliners bound for Prague received bomb threats
SpaceX five-year CDS surges to 284.3 basis points! Democratic landslide intensifies pressure on Musk’s AI plans
Published ・ Source Taiwan | 鉅亨網
SpaceX’s five-year CDS spread rose to a record 284.3 basis points, reflecting market concerns over its AI expansion and regulatory risks. The Democratic victory and tech-stock selloff added to the pressure. Although the company has ample cash, massive capital spending and policy uncertainty have led investors to demand greater risk compensation.
Facts
SpaceX’s five-year credit default swap (CDS) spread widened by as much as 14.6 basis points to 284.3 basis points, a record high.
SpaceX Super Intelligence generated US$7.56 billion in revenue in the third quarter, while capital investment spending reached US$16.44 billion.
As of the end of September, SpaceX held US$89.9 billion in cash and short-term marketable securities, and had US$38 billion in debt.
Goldman Sachs analysts estimate that Democratic gains in state and local elections could trigger temporary pauses in data-center construction, affecting about 45% of planned U.S. data-center capacity expansion.
SpaceX arranged financing related to graphics processing units through a US$40 billion GPU leasing commitment with Apollo Global Management.
The Terafab chip-manufacturing project announced by Musk in October is estimated to carry an investment cost of up to US$119 billion.
SpaceX and Tesla lost a combined approximately US$130 billion in market value on Wednesday.
Companies mentioned：SpaceX、阿波羅全球管理(Apollo Global Management)、特斯拉(Tesla)、CoreWeave、惠譽(Fitch Ratings)、高盛(Goldman Sachs)
Black Friday disaster for Taiwan stocks: guardian mountain hits limit down; as many as 500 stocks briefly hit limit down
Published ・ Source Taiwan | 鉅亨網
Amid a plunge in the Philadelphia Semiconductor Index and concerns about AI regulation, Taiwan stocks fell more than 8%, with the weighted index hitting a low of 37,837 points, its largest intraday point drop on record. 台積電 briefly hit limit down, and more than 500 stocks were limit down in early trading as panic selling gripped the market.
Facts
A 12% plunge in the Philadelphia Semiconductor Index sent Taiwan’s main and over-the-counter markets down more than 8% at the open.
Taiwan’s weighted index fell to a low of 37,837 points, setting a record for the largest intraday point drop in the market’s history.
台積電 briefly hit limit down, and more than 500 stocks were limit down in early trading.
台積電 accounted for more than 1,500 points of the decline, while 聯發科 contributed nearly 170 points.
The market is concerned that a sweeping Democratic victory in the U.S. midterm elections will lead to tighter regulation of AI and data centers.
微軟 once again declined to exercise its option to lease computing capacity at a data center in Texas, stoking concerns in capital markets that AI development could slow.
統一投顧 said the reduction in Taiwan’s margin-financing balance since mid-October has been insufficient, leaving market positioning unsettled.
Democrats’ first wave of retaliation: U.S. defense secretary could face impeachment as early as next week
Published ・ Source Taiwan | 鉅亨網
U.S. Defense Secretary Hegseth faces an impeachment motion from Republican Representative Massie over launching the war with Iran without authorization. The move has sparked a clash between the parties. Although Trump has voiced support, Hegseth is isolated in Congress as the political storm intensifies.
Facts
Republican Representative Thomas Massie said he would reintroduce the impeachment motion when Congress returns next week.
The central accusation in the impeachment motion is that Hegseth launched the war with Iran without congressional authorization.
The impeachment motion is expected to win broad Democratic support and could attract Republican co-sponsors.
President Trump said Defense Secretary Hegseth is doing an excellent job and that he has no plans to fire him.
Reasons for Hegseth’s deteriorating relationship with Congress include confrontational hearings and his refusal to share information.
“Blue wave” sparks concerns over AI infrastructure! Nasdaq enters correction territory as US$2.5 trillion in market value vanishes in a single day. What comes next?
Published ・ Source Taiwan | 鉅亨網
Democrats’ control of Congress sparked concerns about AI infrastructure, sending U.S. tech stocks plunging Thursday. The Nasdaq tumbled 5.52% into correction territory, led lower by semiconductor stocks, wiping out $2.5 trillion in market value. The Texas governor’s call for a pause on AI data center construction was the trigger, but historical data show the market still has rebound potential over the medium to long term.
Facts
The Nasdaq Composite plunged 5.52% in a single day, its biggest one-day drop since the “Liberation Day” tariff policy in April 2025.
The iShares semiconductor ETF plunged 12%, while the PHLX Semiconductor Index sank 12.25%.
Nasdaq constituents lost about $2.5 trillion in market value that day, while the Magnificent Seven tech stocks lost about $1.04 trillion combined.
Texas’s governor-elect called for an immediate pause on AI data center construction.
Statistics on 10 Nasdaq corrections over the past decade show an average rebound of 9.41% within three months of the market bottom.
In 12 of the 13 midterm election cycles since 1974, the Nasdaq rose in the 12 months following the election.
Institutions aren’t buying, hedge funds are dumping! 高盛: De-risking in U.S. tech stocks triggers a vacuum in buying demand
Published ・ Source Taiwan | 鉅亨網
U.S. stocks came under intense selling pressure Thursday, with 高盛 saying the vacuum in buying demand was caused by institutional investors staying on the sidelines and hedge funds selling tech stocks. The Nasdaq fell 5.4%, while SPY trading volume surged 160%, reflecting investors’ fragile risk tolerance for AI assets.
Facts
U.S. stocks faced intense selling pressure Thursday, with tech and semiconductor stocks bearing the brunt.
高盛’s trading desk observed a rare vacuum in buying demand. Long-term institutional investors remained reluctant to reenter the market after substantially reducing risk ahead of the midterm elections.
Hedge funds continued selling tech stocks, including holdings in mega-cap cloud technology companies such as 微軟, 亞馬遜, Alphabet and Meta.
The Nasdaq Composite fell 5.4%, the S&P 500 fell 4.1%, and the Dow Jones Industrial Average fell 3.2%.
Trading volume in SPY was 160% above its 20-day average, while SMH was up 150% and QQQ was up 100%.
Democrats scored major victories in both the Senate and the House, but market sentiment quickly reversed.
Retail investors were significant net sellers for the second consecutive trading day, adding to market pressure.
Texas’s political upheaval sparks first salvo! Governor-elect 希諾霍薩 calls for a halt before taking office: will review 馬斯克’s SpaceX land purchase
Published ・ Source Taiwan | 鉅亨網
Texas governor-elect 希諾霍薩 announced a review of SpaceX’s plan to buy land at Boca Chica State Park and called for the deal to be put on hold. The move marks a shift in Texas’s political landscape, as 希諾霍薩, the state’s first Democratic governor, seeks to recalibrate relations with 馬斯克 and his companies.
Facts
Texas governor-elect 希諾霍薩 asked the Texas Parks and Wildlife Department to take no action during the transition of power while the SpaceX land purchase is reviewed.
The Texas government is considering selling land at Boca Chica State Park, with SpaceX as a potential buyer.
希諾霍薩 is the first Democrat elected governor of Texas since 1990.
馬斯克 spent hundreds of millions of dollars during the midterm elections supporting Republican candidates in Texas and across the United States.
希諾霍薩 was little known early in the campaign but ultimately defeated 艾伯特 by 7 percentage points.
艾伯特 later ordered the state’s environmental regulator to suspend issuing new data center permits until ERCOT completed its review.
日經225指數 fell below 57,000 as investors unwound AI stock positions, entering a bear market after dropping more than 20% from its peak. Tech stocks including 東京電子 and 軟銀 plunged, and the gap between the index and the TOPIX widened to its largest in decades.
Facts
日經225指數 opened below 57,000 on June 6, falling 6.72% in a single day.
日經225指數 fell more than 20% from its June peak of 72,366.34, entering a technical bear market.
東京電子 fell 13%, 愛德萬測試 fell 13%, and 軟銀 fell 14%.
那斯達克100指數 plunged 6.4% Thursday, its worst single-day performance since March 2020.
費半指數, which tracks major chipmakers, plunged more than 12%.
The performance gap between the Nikkei index and the TOPIX has widened to its largest in decades.
Dow plunges 1,833 points; 川普: Blame Democrats for U.S. stock market rout
Published ・ Source Taiwan | 鉅亨網
川普 accused Democrats of causing the U.S. stock market rout as investors sold tech stocks over concerns about tighter AI regulation. The Dow plunged more than 1,833 points, the 費半指數 posted its biggest drop in more than 2 years, and Asian markets also tumbled.
Facts
U.S. President 川普 blamed Democrats for the stock market rout in a social media post.
The Dow plunged more than 1,833 points at the close on the 5th.
The Philadelphia Semiconductor Index plunged 12.25%, its biggest one-day drop since March 16, 2020.
Markets are concerned that Democrats’ major midterm election victory will lead to tighter regulation of AI and data centers.
South Korea’s KOSPI fell as much as 8.8% intraday on the 6th, triggering a circuit breaker.
【Taiwan stocks plunge 10,000 points in one month】Margin positions wiped out across the board. Want AI holdings to turn losses into gains, buy AI, or pick up bargains? When can you enter? What should you buy?
Published ・ Source Taiwan | 鉅亨網
The Taiwan stock market’s sharp fall below 40,000 has raised concerns about investors being trapped in AI stocks. 江國中, an analyst at 摩爾投顧, said this is a margin shakeout and market reassessment, not the bursting of an AI bubble. He recommended watching AI supply-chain stocks with record revenues, such as 川湖 and 致茂, and using a strategy of adding to positions in stages without leverage.
Facts
Taiwan stocks plunged more than 10,000 points in just one month, falling from around 50,000 in early October to below 40,000.
甲骨文 raised $20 billion in a major funding drive, underscoring the continued investment by U.S. tech giants in AI infrastructure.
川湖’s (2059-TW) monthly revenue rose 196% year over year, benefiting from higher AI server shipments.
宜鼎’s (5289-TW) revenue rose 536% year over year, making it a standout industrial memory and edge AI application stock with strong growth potential.
Margin financing in Taiwan stocks began declining sharply this week, with the maintenance ratio falling below 140%, indicating that most short-term speculative positions have nearly been flushed out.
致茂’s (2360-TW) revenue rose 206% year over year, and institutional investors were net buyers of 1,710 lots.
AI stock selling may not be over! 克雷默 warns: Data center construction outlook is the biggest variable for valuations
Published ・ Source Taiwan | 鉅亨網
AI stocks in the U.S. came under selling pressure, and 克雷默 warned that the decline may not be over. Uncertainty over the outlook for data center construction is affecting valuations across the AI supply chain.
Facts
CNBC’s well-known financial news host 克雷默 warned Thursday (the 5th) that the AI stock downturn may not be over and investors should remain alert for further correction.
iShares半導體ETF (SOXX) fell 3% Wednesday and plunged another 10% Thursday.
Markets are concerned that local governments and communities will step up opposition to new data center construction after the U.S. midterm elections, potentially leading to tighter regulatory reviews and permitting procedures.
Based on next year’s estimated earnings, 輝達 trades at a price-to-earnings ratio of about 12 times, with earnings growth expected to reach 70%.
Emerging cloud service providers such as CoreWeave, Iren and Nebius are investing heavily in data center construction and face the risk of project delays due to regulation.
Political shift sparks AI stock crash! Billionaire rankings reshuffled: 輝達’s 黃仁勳 falls out of the top 10; world’s 500 richest lose $185 billion in a day
Published ・ Source Taiwan | 鉅亨網
Democrats’ victory in the U.S. midterm elections sparked concerns about AI policy, sending tech stocks plunging. 輝達 shares tumbled 9.3%, wiping $15.1 billion off CEO 黃仁勳’s fortune and knocking him out of the top 10 richest people. SpaceX and 甲骨文 shares also plunged, and the 500 richest people lost $185 billion in a single day.
Facts
After Democrats scored a sweeping victory in the U.S. midterm elections, investors expected artificial intelligence (AI) development to face a slowdown, sending U.S. stocks plunging Thursday (the 5th).
輝達 (NVDA-US) CEO 黃仁勳’s fortune shrank by $15.1 billion to $150.9 billion, and his ranking fell from No. 9 to No. 13.
輝達 shares plunged 9.3% Thursday, their biggest drop since January 2025.
SpaceX founder 馬斯克’s fortune fell by $79.7 billion, while 甲骨文 co-founder 艾里森’s fortune fell by $10.1 billion.
The 500 billionaires tracked by 彭博’s Billionaires Index lost a combined $185 billion in wealth Thursday, the 14th-largest one-day decline since 彭博 began compiling the data in 2012.
Markets believe that after Democrats take control of the House and Senate, they will move to restrict data center construction, sending semiconductor manufacturers and computing power suppliers' shares tumbling.
South Korean stocks extend losses to 8.8%, triggering circuit breaker; Japanese stocks plunge nearly 4%
Published ・ Source Taiwan | 鉅亨網
South Korea's KOSPI plunged 8.8% intraday on the 6th, triggering a circuit breaker, while the Nikkei 225 fell below the 60,000-point mark. Asian markets followed U.S. stocks lower after the Philadelphia Semiconductor Index posted its biggest one-day drop since 2020, amid concerns that Democrats' midterm election victory would lead to tighter U.S. regulation of AI and data centers.
Facts
South Korea's KOSPI extended its intraday losses to 8.8% on the 6th, falling below the 5,000-point mark and triggering a circuit breaker.
Only 12 U.S. stocks have been market kings in a century: 輝達 cedes the crown to 蘋果; 晨星 says a wide moat can sustain 20 years of excess returns
Published ・ Source Taiwan | 鉅亨網
On Nov. 5, 2023, 蘋果 shares briefly hit a record high as 輝達 shares tumbled, with 輝達 yielding the top spot by market capitalization to 蘋果. A review of a century of data by 晨星 found that only 12 companies had topped the market-capitalization rankings in the past 100 years, reflecting repeated shifts in industry and economic leadership.
Facts
Only 12 companies have ever ranked first in market capitalization over the past 100 years.
輝達 has a wide economic moat that could support excess returns for the next 20 years.
Concentration in the U.S. stock market has followed long-term cycles of change since the 1920s.
No company has held the top spot in market capitalization forever. Companies must adapt their business models as industries change to remain competitive.
U.S. stocks faced a massive sell-off Thursday amid a slowdown in AI infrastructure spending and regulatory concerns, wiping $1 trillion off the market value of the Magnificent Seven. Semiconductor stocks such as Sandisk plunged more than 22%. After Democrats won the midterm elections, political figures called for a pause in data center construction, deepening concerns about AI growth prospects and institutional deleveraging.
Facts
U.S. stocks came under heavy selling pressure Thursday, with the Magnificent Seven losing a combined $1 trillion in market value.
Sandisk plunged 22.26%, making it the worst-performing S&P 500 component.
美光, 超微 and 威騰電子 each fell more than 17%.
The Philadelphia Semiconductor Index at one point plunged 11% intraday, while the Nasdaq Composite briefly fell 5%.
Senator Sanders called for a nationwide pause on data center construction.
Texas governor-elect Hinojosa has pledged to suspend approval of all data center development projects upon taking office.
Revenue roundup - October revenue of major Taiwan-listed companies as of Nov. 6, 2026 (19 added)
Published ・ Source Taiwan | 鉅亨網
October revenue figures for 22 major Taiwan-listed companies were released on Nov. 6, 2026. 鴻華先進-創 led with year-over-year growth of 1346.1%, while 12 companies posted growth above 25%, reflecting strong expansion in the semiconductor and automotive industries.
Facts
As of Nov. 6, 2026, 22 large companies with capital of more than 5 billion had reported October revenue.
鴻華先進-創 posted year-over-year October revenue growth of 1346.1%, the highest among the companies that reported.
南亞科 reported October revenue of 46.476 billion, up 487.7% year over year.
Among the 22 companies that have reported, 12 posted year-over-year revenue growth above 25%.
鴻海 ranked fourth for month-over-month October revenue growth, at 12.7%.
Magnificent Seven lose a combined $1 trillion in market value! The most startling figures from Thursday's tech sell-off
Published ・ Source Taiwan | 鉅亨網
U.S. stocks came under heavy selling pressure Thursday amid concerns over slowing AI infrastructure expansion and political developments. The Nasdaq plunged 5.5%, the Philadelphia Semiconductor Index plunged 12%, and the Magnificent Seven lost more than $1 trillion in market value, as market sentiment turned fearful.
Facts
The Nasdaq Composite plunged 5.5% Thursday, closing in correction territory.
The Philadelphia Semiconductor Index plunged 12%, its worst one-day performance since the Covid-19 pandemic.
The Magnificent Seven lost more than $1 trillion in combined market value, with 輝達 shedding more than $440 billion.
A total of 174 S&P 500 constituents met the technical definition of a bear market.
On the New York Stock Exchange, 2,344 stocks fell and 416 rose, a ratio of nearly 6 to 1.
The information technology sector fell 7.30%, its biggest one-day decline since March 16, 2020.
The technology sector ETF Technology Select Sector SPDR Fund (XLK-US) fell 8.04%, with trading volume more than triple its average over the past 30 days.
Companies mentioned：輝達(NVDA-US)、SanDisk(SNDK-US)、英特爾(INTC-US)、邁威爾(MRVL-US)、希捷科技(STX-US)、Coinbase(COIN-US)、Lumentum(LITE-US)、甲骨文(ORCL-US)、安森美(ON-US)、美光(MU-US)、開拓重工(CAT-US)、Robinhood(HOOD-US)、Alphabet(GOOGL-US)、Lululemon(LULU-US)、Rocket Lab(RKLB-US)、CoreWeave(CRWV-US)、安謀(ARM-US)、SpaceX(SPCX-US)、PenderFund Capital Management、CNBC
45% of U.S. AI data center expansion plans at risk of a freeze! Political shift in Texas puts 13GW of capacity under regulatory pressure
Published ・ Source Taiwan | 鉅亨網
Democrats won the Texas governor and lieutenant governor elections, putting about 45% of U.S. AI data center expansion capacity at risk of regulatory scrutiny. The incoming governor supports suspending approvals until legislation is completed, potentially delaying about 13GW of capacity in Texas and affecting equipment supply chains and financing conditions.
Facts
高盛 estimates that areas potentially subject to restrictions by Democratic state governments account for about 45% of planned U.S. data center expansion capacity.
Texas alone accounts for 25% of planned U.S. data center expansion capacity, making it the most exposed state.
GLJ Research analysts estimate that about 13GW of Texas data center capacity is directly exposed to policy risk.
富國銀行 tracks about 37GW of projects involving reciprocating engines and 卡特彼勒 gas turbines, including about 3GW of projects in Texas.
萊斯大學貝克研究所 forecasts that investment in Texas data centers will reach $85 billion in 2027.
U.S. stocks battered! Can the October jobs report stop the slide?
Published ・ Source Taiwan | 鉅亨網
U.S. stocks remained weak amid tech selling, with investors focused on the October jobs report. Job growth is forecast to rebound to 59,000, while the unemployment rate holds steady at 4.2%. Slower wage growth would be good for inflation, but hiring remains weak and the Federal Reserve is still focused on inflation, making it unlikely that the data alone will reverse market sentiment.
Facts
The market expects U.S. job gains in October to rebound to 59,000 from 29,000 in September.
U.S. average hourly earnings rose 3% year over year in September, the slowest pace since before the pandemic.
The United States has added an average of 66,000 jobs per month over the past six months.
The U.S. private sector added 296,000 jobs in 2025, almost all of them in health care.
In past U.S. expansions since World War II, average monthly job gains have been about 150,000 or more.
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.
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
Damage and response status of fire departments and other agencies following the earthquake with its epicenter in northeastern Chiba Prefecture (3rd report; updated R8.11.5)
Published ・ Source Japan | 消防庁
消防庁 announced in its 3rd report the damage and response status following the earthquake centered in northeastern Chiba Prefecture on 令和8年10月29日, which registered a maximum seismic intensity of 5-lower. No casualties or damage to homes have been reported, and there is no concern about a tsunami.
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
Academia Sinica and the 國際電機電子工程師學會 (IEEE) explore AI development, academic ethics, and technology talent development.
Published ・ Source Taiwan | 中央研究院
Academia Sinica President Chen Chien-jen hosted IEEE President-Elect Jill Gostin. The two sides exchanged views on AI development, academic ethics, talent development, and international cooperation. IEEE emphasized setting technical standards and maintaining the quality of academic publications, and shared its career support mechanisms. The two sides also discussed the potential of On-Device AI applications and women's participation in STEM fields.
Facts
The institute has 3 IEEE fellows.
Founded more than 140 years ago.
Publishes more than 160 journals each year.
Holds more than 2,300 international conferences.
Companies mentioned：中央研究院、國際電機電子工程師學會、IEEE、Institute of Electrical and Electronics Engineers、Georgia Tech Research Institute、GTRI、陽明交通大學
聖安德魯斯大學 principal leads delegation on first visit to Academia Sinica, focusing on Taiwan studies and interdisciplinary research collaboration
Published ・ Source Taiwan | 中央研究院
聖安德魯斯大學 principal Sally Mapstone led a delegation to visit Academia Sinica. The two sides discussed Taiwan studies, biomedical collaboration and net-zero technologies, and explored talent development and long-term academic partnerships.
Facts
Founded in 1413
A three-day itinerary
More than 130 countries worldwide
This year (2026)
70th anniversary
Achieve net-zero emissions by 2035
Companies mentioned：中央研究院、聖安德魯斯大學、教育部、臺灣大學、政治大學、國家圖書館、史語所、政治學研究所、近代史研究所、台積電、Nature Medicine