Hualien County governor race heats up as Chang Chun reportedly attends gathering with gang members
Published ・ Source Taiwan | 風傳媒
Hualien County governor candidate Chang Chun has again become embroiled in controversy after reports that he attended a gathering with gang members. He had previously drawn attention over a conviction for occupying state-owned land and his past alleged ties to gangs, further heating up the election.
Facts
Controversies continue to swirl around independent candidate Chang Chun in the 2026 Hualien County governor race.
When Chang Chun previously used the name Chang Wei-chun, police flagged him during the nationwide “Thunderbolt Project” crackdown on organized crime in 2001, and a court ordered him to undergo rehabilitation.
Chang Chun was sentenced to 6 months in prison, commutable to a fine, for an attempted offense of causing soil and water loss through the illegal occupation of state-owned hillside land by his family’s betel nut plantation, in violation of the Soil and Water Conservation Act. The court also ordered the confiscation of more than NT$5.35 million in criminal proceeds.
A user posted video screenshots on Threads claiming that Chang Chun attended a gathering with Chang Cun-wei, alleged to be a leader of the Four Seas Gang, and Wu Ming-da, head of the Wei Zhen Group.
Chang Chun said the betel nut plantation had been left by his grandfather and previous generations of his family and had existed for decades. He said the land had been returned to the state, related rent and compensation for its use had been handled in accordance with the law, and he had appealed the case.
Explainer》Could you be fined NT$15,000 if your spouse fails to pay National Pension premiums? Bureau of Labor Insurance reveals 15 grounds for exemption
Published ・ Source Taiwan | 風傳媒
The Bureau of Labor Insurance says spouses may face penalties over unpaid National Pension premiums, but has listed 15 grounds for exemption. The government is pursuing amendments to eliminate the spouse’s obligation to pay on the other’s behalf. Collection efforts are currently on hold, but the existing law remains in effect.
Facts
When a National Pension insured person falls behind on premiums, their spouse may be jointly liable for payment. Violators may face a maximum fine of NT$15,000.
The Bureau of Labor Insurance has listed 15 valid grounds for claiming an exemption from penalties, including having no job and an annual personal income of no more than NT$500,000.
Even couples with separate-property arrangements may still be jointly liable for unpaid National Pension premiums.
A current spouse is jointly liable only for National Pension premiums owed during the marriage; they are not responsible for premiums owed before the marriage.
On Jan. 22, 2026, the Executive Yuan approved a draft amendment to certain provisions of the National Pension Act that would remove requirements for spouses to pay premiums on each other’s behalf and the related fines.
In February 2026, the Ministry of Health and Welfare asked the Bureau of Labor Insurance to suspend that year’s collection notices and penalty procedures related to spouses.
As of Nov. 6, 2026, the amendments have not completed their third reading, and existing law still requires spouses to share liability for payment and penalties.
Has Trump approved a new round of strikes on Iran? The Strait of Hormuz, enriched uranium and Qatar’s mediation, explained
Published ・ Source Taiwan | 風傳媒
U.S. President Trump said on Nov. 5 that he would decide whether to launch a new round of military strikes on Iran, while the White House assesses options including military action, sanctions and diplomacy. Although Qatar is leading mediation and has proposed a two-day interim plan to resume shipping through the Strait of Hormuz and restart nuclear talks, the United States and Iran remain deadlocked over core conditions, including sanctions relief, compensation and the handling of enriched uranium.
Facts
U.S. President Trump said on Nov. 5, U.S. Eastern Time, that he would decide soon whether to launch a new round of large-scale military strikes on Iran.
Trump stressed that the United States would not allow Iran to rebuild its nuclear weapons program and suggested that military force could be used again if diplomacy failed to achieve its goals.
On Nov. 5, Iranian Foreign Minister Araghchi spoke by phone with mediators from several Middle Eastern and neighboring countries, including Qatar, Saudi Arabia and Turkey.
After meeting Russian President Vladimir Putin in Moscow, Secretary of Iran’s Supreme National Security Council Mohsen Rezaei reiterated that Iran would not stop disrupting shipping through the Strait of Hormuz until the United States met 7 conditions.
Qatari mediators are pushing a phased agreement, with preliminary arrangements expected to be completed over two days. These include lifting the blockade, releasing funds, inspecting nuclear facilities and reopening the strait.
Explainer》Does enclosing the balcony of an old apartment building remain illegal even after 30 years? Key criteria for determining illegal structures revealed; this 1 situation could lead to demolition
Published ・ Source Taiwan | 風傳媒
Taipei City's Department of Building Administration clarified that enclosing and extending an old apartment balcony is an illegal structure and does not become legal simply because the building is old. The key date for determining whether a structure is illegal is Jan. 1, 1995: structures predating that date are classified as existing illegal structures and placed under management, while those built afterward are new illegal structures subject to demolition. Renovations that expand the space or involve illegal construction still risk being reported and demolished.
Facts
Jan. 1, 1995, is the cutoff for determining whether a structure is illegal: structures that existed before that date are classified as existing illegal structures, while those built afterward are new illegal structures.
Original新違建原則上應依法查報拆除，既存違建通常採拍照列管、分類分期處理。
For buildings with occupancy permits, windows added to balconies on the second floor or above are generally photographed and placed under management if they do not extend beyond the outer wall or balcony railing and the original exterior wall is retained.
If the building permit was issued on or after Jan. 1, 2006, and the balcony was not included in the building coverage ratio or floor area ratio, windows added to the balcony should be reported and demolished in accordance with the law.
Repairs to the structure of an existing illegal building must meet conditions including retaining the original scale, adding no height or area, and using non-permanent building materials in order to qualify for photographic monitoring.
Explainer》Taiwan even has a mysterious military railway! No overhead wires, no passenger trains—its real purpose revealed
Published ・ Source Taiwan | 風傳媒
This article introduces Taiwan's surviving military branch lines, 中興一號 and 中興二號, explaining that they are non-electrified, operated by diesel-electric locomotives, and used for military transport. It also looks back at the rise and decline of military railways from the early Japanese colonial period through the postwar years, including those in Shengang and Donggang, noting that road development led to a decline in military railways, though some routes still carry out supply missions.
Facts
New Taipei City's 中興一號 in Yingge is a military branch line connecting Taiwan Railways' Yingge Station with the Army Logistics Command's vehicle base maintenance plant.
Railroad crossings on military branch lines are operated manually, and trains usually travel at no more than 20 kilometers per hour.
The Japanese colonial authorities gradually laid 359 kilometers of military light railway in western Taiwan between 1895 and 1898.
The Pingtung-Donggang line is about 6.2 kilometers long and began passenger service on July 19, 1940.
Bring your ID! Match the numbers to get lobster and beef, or qualify for 1 free all-you-can-eat meal; a roundup of restaurant deals across Taiwan in November
Published ・ Source Taiwan | 風傳媒
As temperatures cool and year-end gatherings increase, restaurants including 夏慕尼 and 阪前鐵板燒 are offering deals that give customers lobster or king crab for matching numbers on their ID cards. Hotel buffets at places including Grand Hyatt Taipei and Caesar Park Hotel are offering a birthday deal where 1 birthday guest eats free when 4 people dine together, drawing people to gather for a meal.
Facts
On weekdays, dine in at any 夏慕尼 location in Taiwan and order 2 set meals. If any 2 digits of your ID number match the specified conditions for “HONEY520,” you will receive 1 Boston lobster worth NT$1,200.
泰滾 offers birthday guests a number of fresh shrimp equal to their age when their table's à la carte spending reaches NT$2,000 during their birthday month.
On weekdays, dine in at 阪前鐵板燒 and order 2 set meals. Show the specified post and share it to receive 1 serving of “Premium King Crab Legs,” worth NT$980, for free.
Rush to Little Ding-Dong for “NT$288”; hotel stays slashed to NT$2,500! ITF Taoyuan Pavilion offers 4 gifts with qualifying purchases and reveals 3 autumn and winter travel highlights
Published ・ Source Taiwan | 風傳媒
The 2026 Taiwan International Travel Fair will be held at the Taipei Nangang Exhibition Center from Nov. 6 to 9. The Taoyuan Pavilion is offering a range of travel deals and interactive activities, inviting visitors to explore new autumn and winter travel highlights.
Facts
Little Ding-Dong Theme Park tickets start at a travel fair exclusive price of NT$288.
The Hotel J offers accommodation vouchers for its Deluxe Rooms at NT$2,500 per night on weekdays.
A single on-site purchase of NT$599 or more qualifies for 4 practical gifts, including a travel kit, bottle bag, bucket hat, and insulated bag.
Popular YouTuber 拿拿摳 of “厭世甜點店” is invited to sample Italian gelato, lemon cheesecake balls, and malt peanut candy on site.
The Dalongmen Historic Trail features a circular route of about 65 kilometers linking the areas around Daxi, Longtan, and Shihmen Reservoir.
The U.S. publication Consumer Reports released extensive data on washing machine reliability over ten years, finding that only 7 brands passed. South Korean brand LG led across all 4 categories, while Japanese brands fell short of the standards. The LG WM4000HWA was selected as a Green Choice.
Facts
In this survey, washing machines from only 7 brands passed the reliability test.
South Korean brand LG was the only brand to pass in all 4 washing machine categories.
Major Japanese brands failed to meet the minimum threshold in this survey.
LG's WM4000HWA front-loading washing machine was officially selected as a “Green Choice.”
LG's new washer-dryer uses Inverter HeatPump variable-speed heat pump technology.
LG's new washing machine features AI DD 2.0, which can identify fabric type and softness.
Mixing Mandarin and Taiwanese works just fine! 大甲李綜合醫院 uses AI to organize shift handover notes
Published ・ Source Taiwan | 風傳媒
大甲李綜合醫院 and 易晨智能 have launched an AI voice-based shift handover documentation system to address nursing staff shortages in remote areas, significantly reducing the time needed for handovers and patient education.
Facts
大甲李綜合醫院 is advancing the “Healthy Taiwan Deep Cultivation Plan” and working with 易晨智能 to develop a generative AI voice-based shift handover documentation system.
The development team spent about three months building a customized vocabulary database for the hospital to process nurses' spoken content mixing Mandarin and Taiwanese, as well as medical terminology.
After the system was introduced, a record that originally took 5 minutes to complete could be done in about 1 minute, and at least 20 minutes could be saved on shift handovers.
The AI speech recognition system supports input mixing Mandarin and Taiwanese, and can also recognize English and Hakka.
The hospital has introduced a guide robot in its lobby and brought AI patient education services into hospital wards. It is adding Indonesian and Vietnamese services to meet the language needs of migrant workers.
Patient education for new inpatients was cut from 26 minutes to 20 minutes, while the rate of requests for work support from nursing staff fell by 80.7%.
Labor Ministry offers up to NT$100,000 in training subsidies: 80% for general workers, full coverage for specified groups
Published ・ Source Taiwan | 風傳媒
The Northern Branch of the Workforce Development Agency under the Ministry of Labor has launched the Industry Talent Investment Program, offering employed workers up to NT$100,000 in training subsidies to help them respond to the rise of generative AI and sweeping changes in industrial structures. It is bringing in consultant teams to help unions revamp courses and incorporate cutting-edge technologies such as LLMs into training, ensuring that skills keep pace with workplace needs.
Facts
The Northern Branch of the Workforce Development Agency under the Ministry of Labor is implementing the “Industry Talent Investment Program,” which provides subsidies for employed workers to pursue further training.
Eligible workers in the general category receive an 80% subsidy for training costs.
Specified groups, including middle-aged and older people and people with disabilities, can receive full subsidies.
Each person can receive up to NT$100,000 for further training every 3 years.
This year, the Northern Branch brought in cross-disciplinary experts and consultant teams to conduct in-depth assessments and provide guidance to 17 unions.
Next year's courses at the Taipei City Confederation of Labor will focus on applications of large language models and prompt design.
Courses at the Taipei City Horticulture and Floriculture Workers' Union will expand to cover commercial applications, including cultural and creative design and hands-on practice.
Caoli Fishing Harbor in Shimen District, New Taipei City, has become a popular, peaceful travel destination through an arts space created in collaboration with 朱銘美術館, along with a tea mountain trail and nearby attractions.
Facts
The New Taipei City government has partnered with nearby 朱銘美術館 to transform port facilities and the breakwater wall at Caoli Fishing Harbor into an open-air gallery showcasing local culture and landscape.
Since the Qing dynasty, Shimen has been an important tea-producing area in northern Taiwan, with a long history of Tieguanyin and other distinctive teas.
Attractions around Shimen include Fugui Cape Lighthouse, the northernmost point of Taiwan's main island, and the world-renowned Laomei Green Reef.
Explainer》Kao Chin Su-mei accused of receiving 170 million from the Chinese Communist Party! How did the money enter Taiwan? The “Homeland of the Ancestors” case explained
Published ・ Source Taiwan | 風傳媒
The Taiwan High Prosecutors Office has indicted independent lawmaker Kao Chin Su-mei and others on suspicion of accepting funds from the Chinese Communist Party to develop an organization, seeking prison terms of 14 to 15 years.
Facts
Kao Chin Su-mei accused of taking 170 million to develop an organization for the Chinese Communist Party; prosecutors seek 14-year sentence
The Taiwan High Prosecutors Office indicted Kao Chin Su-mei and 4 others on Nov. 6, 2026.
The funds were handled by 張俊傑 and entered Taiwan through 2 channels: public donations and the use of friends' and relatives' bank accounts.
Prosecutors are seeking a 15-year sentence for 張俊傑, who is also wanted after allegedly destroying an electronic monitoring bracelet and fleeing while out on bail.
Chen Zhihuang and Lin Yijun confessed during the investigation and returned their criminal proceeds
From planting trees in Qieding to caring for patients！台灣大昌華嘉 rallies employees for charity，joining hands with four organizations to spread warmth
Published ・ Source Taiwan | 風傳媒
大昌華嘉（DKSH） has carried out a range of charitable activities through 台灣大昌華嘉，including tree planting in the Qieding Wetlands，donations of supplies to disadvantaged groups，and breast cancer prevention and care，deepening its ties to local communities and commitment to sustainability。
Facts
台灣大昌華嘉 partnered with 社團法人高雄市愛種樹協會 to plant nearly 200 trees in the green belt around the Gong 14 site in Qieding，Kaohsiung，and pledged to care for them for three years。
台灣大昌華嘉 donated NT$500,000 to 財團法人乳癌防治基金會 on Patient Care Day in September。
台灣大昌華嘉 joined forces with 台灣全民食物銀行 and 安得烈慈善協會 to donate supplies and call on employees to volunteer in support of disadvantaged people。
張力文 heads the management team at 台灣大昌華嘉。
台灣大昌華嘉 is a leading market expansion services provider in the Asia-Pacific region。
Taiwan stocks battered，plunging 3,700 points！Why did “this heavyweight stock” rebound from limit-down first，with analysts’ latest target price still in the 5-handle range？
Published ・ Source Taiwan | 風傳媒
Taiwan stocks suffered an epic rout today，with the weighted index plunging more than 3,700 points intraday，a record. 聯發科 bucked the trend and turned higher on expectations of ASIC opportunities，with analysts setting a target price of up to NT$5,400. The government instructed 金管會 to monitor the market and discuss market-stabilization measures to bolster investor confidence。
Facts
The Taiwan Stock Exchange weighted index hit an intraday low of 37,837.05 points today，setting a record for the biggest intraday point drop in history。
聯發科 opened at its limit-down price of NT$3,115 in the morning session，then surged as buyers poured in，briefly turning positive around midday and reaching a high of NT$3,480。
A local investment advisory firm rated 聯發科 “Buy” and set a target price of up to NT$5,400。
The Philadelphia Semiconductor Index plunged 12.25% and the Nasdaq Composite fell 5.52%，triggering a chain reaction across Asian stock markets。
Premier 卓榮泰 instructed 金管會 to closely monitor developments in international and domestic stock markets and take timely，flexible measures to stabilize the market。
Stop holding press conferences！吳秀華 campaign headquarters calls for the race to focus on governance：more visits to Indigenous communities and villages are the way to find a path forward for Taitung
Published ・ Source Taiwan | 風傳媒
吳秀華’s campaign headquarters issued a statement on the 6th，calling for the Taitung County election campaign to focus on governance and opposing pointless political mudslinging and attacks. It said candidates should visit communities and listen to public opinion，focusing on concrete governance issues such as infrastructure，transportation，agriculture，and encouraging young people to return home。
Facts
吳秀華’s campaign headquarters said publicly on the 6th that pointless political mudslinging and divisive attacks should stop，stressing that elections should return to competition over policies and ideas。
Taitung County has 16 townships and cities，with diverse ethnic groups and cultural landscapes。
The campaign headquarters said Taitung urgently needs to unite efforts in areas including basic infrastructure，improving external transportation links，upgrading and developing its core agricultural sector，and attracting young people to return and put down roots。
吳秀華’s campaign headquarters said candidates should visit Indigenous communities and villages more often and listen in person to the most genuine voices from the grassroots。
The campaign headquarters stressed that the core value of politics is serving the people，not creating social divisions，and that elections should not involve smears or political mudslinging。
No more checking the weather to play ball！蘇巧慧 secured nearly NT$40 million as covered courts at Shulin’s Wulin Elementary School and Sanduo Junior High School are completed and opened
Published ・ Source Taiwan | 風傳媒
Legislator 蘇巧慧 attended the opening ceremony on the 6th for the covered courts at Wulin Elementary School and Sanduo Junior High School in Shulin District，New Taipei City. The 2 schools received a total of NT$37.01 million in central government funding，addressing the problem of students being unable to practice on rainy days. 蘇巧慧 pledged to continue securing resources to improve sports facilities。
Facts
Legislator 蘇巧慧 attended the opening ceremony for the covered courts at Wulin Elementary School and Sanduo Junior High School in Shulin District，New Taipei City，on the morning of the 6th。
The central government approved NT$18.71 million for the covered court at Wulin Elementary School。
The covered sports court at Sanduo Junior High School secured NT$18.3 million in funding。
The 2 projects have a combined budget of NT$37.01 million，bringing tangible improvements to school sports facilities in the Shulin area。
In September this year，蘇巧慧 visited the canopy-covered court at Sanlong Park with Sports Minister 李洋 to inspect its use。
Wulin Elementary School principal 莊見智 thanked 蘇巧慧 at the opening ceremony for actively securing central government funding。
蘇巧慧 has coordinated with relevant agencies for many years to advance the gradual conversion of the “Daan Substation” in Xisheng，Xinzhuang，into an indoor facility。
Domestic 5G tested at Xinyi mall：bilingual robot guides visitors，AI fall detection sends alerts immediately
Published ・ Source Taiwan | 風傳媒
The Ministry of Economic Affairs’ Industrial Development Administration assisted teams including 富鴻網 in showcasing domestic 5G private network applications at Taipei’s ATT 4 FUN on Nov. 6. The system combines an AI customer-service robot with nighttime security monitoring，reducing false alarms and improving response times，demonstrating the results of smart commercial spaces。
Facts
ATT 4 FUN mall in Taipei’s Xinyi District held a launch event for 5G video sensing and public safety alerts on Nov. 6。
The AI customer-service robot can answer customers’ questions by voice in an average of 5 seconds。
The system keeps the false alarm rate below 10%，while cutting security response time from 60 minutes to under 1 minute。
The team used domestically developed 5G open-architecture base stations and core networks，integrating communications and AI computing into a single host。
The Ministry of Economic Affairs’ Industrial Development Administration has promoted 5G site assistance since 2020。
The participating teams included 富鴻網，和碩聯合科技，泰雅科技，and 愛吠的狗。
Net approval of Trump’s economic policies in his second term fell to negative 36 percentage points in October 2026，a deterioration of 26 percentage points from the beginning of his term。
A poll in August 2026 found that 38% of Americans supported maintaining or raising tariffs，1 percentage point higher than in January 2026。
A June 2026 poll found that 72% of Republican respondents still supported tariffs，exactly the same level of support as when the policy was introduced。
The annualized increase in U.S. consumer prices approached 11% at one point in March 2026，driven mainly by a sharp rise in gasoline prices。
The United States and Israel began military strikes against Iran on Feb. 28，2026，when net approval of Trump’s economic policies stood at negative 21 percentage points。
When will the NT$10,000 payment arrive，and can it boost the 2026 election？Trump pledged NT$160,000 and still lost badly；former minister warns of poll findings：politicians，beware
Published ・ Source Taiwan | 風傳媒
Former minister 張景森 drew lessons from the Republicans’ crushing midterm defeat in the United States and the failure of Trump’s cash handout policy to analyze Taiwan’s 2026 local election outlook. He warned Taiwanese politicians not to put their faith in universal cash payments，but to focus on tangible results in governing。
Facts
Former minister 張景森 said U.S. President Trump promised before the midterm elections to give out US$5,000 in cash if the Republicans won。
According to a survey by The Economist and YouGov，45% of American voters opposed Trump’s US$5,000 cash payment。
Polling firm Verasight found that 32.6% of voters were less willing to support the Republican Party because of the cash payment pledge。
Original高達6成的美國選民認為川普不會真的發錢。
張景森 warned Taiwanese politicians not to underestimate the public’s expectations of government，saying the truly shallow politicians are those who want to win voters’ favor simply by handing out money。
Taiwan stocks rebound in a V after a plunge，but is it only a brief bounce？Analysts assess the next phase of the AI rally and the sectors that remain winners
Published ・ Source Taiwan | 風傳媒
Taiwan stocks staged a V-shaped rebound after setting a record for the largest intraday point drop，amid a plunge in U.S. stocks and concerns over U.S. regulation of AI data centers. Analysts say the market is reassessing the pace and returns of AI infrastructure investment，but there is no sign yet of a demand reversal。
Facts
Taiwan stocks recorded their largest intraday point drop in history today，the 6th，with heavyweight leader 台積電 briefly hitting its limit-down price。
游景德，manager of 野村投信’s Nomura Taiwan Select Fund，said the market is concerned that delays in data center construction due to regulatory and power constraints could extend the time needed to realize revenue and recoup investments。
郭修誠，head of index and quantitative investment at 大華銀投信，said recent volatility in global stock markets has mainly been driven by 3 factors：rising concerns about U.S. regulations on AI data centers and energy supplies，profit-taking after some technology stocks climbed too far，and renewed scrutiny of the benefits of AI capital spending and shifts in the economic cycle。
凱基投信 cautioned that as AI development enters its next phase，the market will pay closer attention to whether companies can turn capital spending into revenue，cash flow，and reasonable returns。
賴昱廷，manager of 大華韓國KOSPI 50（009829），said demand for high-bandwidth memory（HBM）driven by AI remains an important growth engine for the South Korean stock market。
A group of Tanakas comes to Changhua to run the Tanaka Marathon! The Japanese group once set a Guinness World Record
Published ・ Source Taiwan | 風傳媒
Japan’s Tanaka Hirokazu Association has organized a 13-person running group, including 10 people with the same name, to take part in the Taiwan Changhua Tanaka Marathon on Nov. 8, aiming to build a connection with the town of the same name.
Facts
On Nov. 8, 12 Japanese people surnamed Tanaka registered for the 15th Taiwan Rice Barn Tanaka Marathon.
Ten of the participants are all named Tanaka Hirokazu.
The group set a Guinness World Record for the largest gathering of people with the same full name in Shibuya, Tokyo, on Oct. 29, 2022.
The group has so far found 278 members with the same name.
There are 13 participants in total, including 10 Tanaka Hirokazus, 2 family members and team captain Tanaka Yuto.
Fourth globally, first in Asia! 2026 Taiwan International Boat Show opens in Kaohsiung on 11/13, bringing together 56 exhibitors from 16 countries and 78 boats
Published ・ Source Taiwan | 風傳媒
The 2026 Taiwan International Boat Show will take place at four major Kaohsiung marinas from Nov. 13 to 15, bringing together 56 exhibitors from 16 countries to showcase 78 boats. Taiwan ranks fourth globally in orders for large yachts, with Kaohsiung as a key industry hub. The show will promote marine tourism through races and experiential activities.
Facts
The 2026 Taiwan International Boat Show will take place in Kaohsiung’s Asia New Bay Area from Nov. 13 to 15.
Taiwan ranks fourth globally and first in Asia for manufacturing orders for large yachts over 80 feet.
The show brings together 56 domestic and international exhibitors from 16 countries and is expected to feature 78 types of boats.
Original全台超過5成遊艇製造商在高雄設廠，產值占全台8成以上。
The show plans to provide 6 small yachts for scheduled water shuttle services between designated points, with advance online registration and payment required.
シェアード・モビリティ・ネットワークス received an order to commence special liquidation from the Tokyo District Court on Oct. 21. The company operated “Shaero,” a sharing service for folding electric motorcycles, but dissolved amid a worsening business environment. The amount of its liabilities is currently under investigation.
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.
創見 chairman: Limited room for further memory price increases; module makers’ operations return to stable normality
Published ・ Source Taiwan | 鉅亨網
創見 Chairman Shu Chong-wan said memory prices have reached high levels, leaving limited room for further increases, and forecast fourth-quarter operations to be on par with the third quarter.
Facts
創見 Chairman Shu Chong-wan said memory prices are already at relatively high levels, leaving limited room for further increases.
創見 reported third-quarter revenue of NT$16.067 billion, up 291.08% year over year.
創見 reported third-quarter net income after tax of NT$6.925 billion and earnings per share of NT$16.11.
DRAM supply will remain tight next year, and shipments could decline further in the first quarter.
Many major customers in the United States and Europe have restrictions on using memory products from China.
Strong safe-haven buying pours in, sending Japanese government bond yields sharply lower to their lowest since June
Published ・ Source Taiwan | 鉅亨網
Safe-haven selling in U.S. stocks battered markets, prompting strong buying in Japanese government bonds and sending the 10-year yield sharply lower to a June low. Expectations for a Bank of Japan rate hike in December plunged, reflecting the market’s sensitivity to international risk sentiment.
Facts
The benchmark 10-year Japanese government bond yield fell 12 basis points in a day to a range of 2.627% to 2.635%, its lowest since June this year.
The 2-year government bond yield fell 13 basis points to a range of 1.725% to 1.731%, its lowest since September.
The Nasdaq Composite plunged 5.52% to 24,315.00 points, marking its worst single-day performance in 19 months.
Tokyo’s Nikkei 225 fell 6.4% in response.
Traders’ expectations for the probability of a Bank of Japan rate hike in December plunged from 80% the previous day to about 52%.
台灣大 completes acquisition of Systex, bringing total stake to 61.02%; targets more than NT$100 billion in enterprise services revenue within 3 years
Published ・ Source Taiwan | 鉅亨網
台灣大, through its wholly owned subsidiary 台信電訊, completed the acquisition of a 61.02% stake in 精誠資訊 for a total consideration of about NT$27.3 billion. The companies will combine their strengths in telecom computing power and software development to drive cross-selling, AI applications and regional expansion, targeting more than NT$100 billion in enterprise services revenue within 3 years.
Facts
台灣大 announced that all conditions had been met for its wholly owned subsidiary 台信電訊’s tender offer for common shares in 精誠資訊.
The final number of valid shares tendered represented about 49.16% of Systex’s issued shares.
After the transaction is completed, 台灣大 will hold a total stake of 61.02% in 精誠資訊.
The acquisition consideration comprises about NT$12.38 billion in cash and about 112.4 million 台灣大 common shares, for a total of about NT$27.3 billion.
台灣大 and Systex began a strategic partnership in 2024 and have jointly launched nearly 50 enterprise solutions.
台灣大 expects its long-term enterprise IT services compound annual growth target to reach more than 20%.
台灣大 aims to exceed NT$100 billion in enterprise services revenue within 3 years.
精誠資訊 is using its operating locations in Japan, Singapore and Southeast Asia to expand into overseas markets.
聯發國際’s UG Global nears its hundred-store goal, while new hot pot brand expands its restaurant footprint
Published ・ Source Taiwan | 鉅亨網
聯發國際 (2756-TW) reported third-quarter financial results, with net income after tax of NT$23.54 million. The company announced that UG Global is on track to reach its 100-store goal and is launching the new hot pot brand 小滿上鍋 to expand its restaurant footprint, strengthening three growth engines: tea drinks, food and supply chain.
Facts
聯發國際 reported third-quarter net income after tax of NT$23.54 million and EPS of NT$0.97.
聯發國際 expects UG to reach its goal of 100 global stores by the end of the year.
聯發國際’s flagship brand Sharetea歇腳亭 has reached 500 stores worldwide.
聯發國際’s consolidated revenue for the first three quarters totaled NT$917 million, up 9.18% year over year.
UG’s average monthly revenue per store is more than NT$1.5 million.
聯發國際’s new Asian individual hot pot brand 小滿上鍋 will open its flagship store in Banqiao District, New Taipei City, on Nov. 11.
聯發國際’s food business, which it has actively expanded this year, has made initial progress, and the company is moving ahead with plans for 新峰肉骨茶 and other brand partnerships.
Fourth institutional investor steps in! 0050 turnover hits NT$78.4 billion and 00631L reaches NT$34 billion, both record highs
Published ・ Source Taiwan | 鉅亨網
The Taiwan stock market’s crash on the 6th prompted institutional investors to increase their buying, sending turnover in 0050 and 00631L to record highs of NT$78.4 billion and NT$34 billion, respectively. Market funds concentrated in large-cap stocks, and institutional investors recommended accumulating market-cap-weighted ETFs in stages to capture a rebound.
Facts
Original6日台股崩盤期間，元大台灣50(0050)成交金額達784億元，創下歷史新高。
Original元大台灣50正2(00631L)於6日的成交金額達340億元，亦創下歷史新高。
As of 11/5, 0050 had attracted NT$336.39 billion in inflows, far more than the NT$21.14 billion for popular actively managed fund 00981A.
Original若於2025年4月進場買進00631L，後續1年的報酬率近300%。
Trading volume in 00631L exceeded a million lots for the first time on the 6th, reaching a record 1.309 million lots.
AI trade unwind sweeps across Asia! Taiwan, Japan and South Korea stocks breach key levels in succession as bear market alarms sound
Published ・ Source Taiwan | 鉅亨網
U.S. midterm election results sparked concerns about AI regulation, triggering a sell-off in AI-related stocks across Asia. Taiwan and Japanese stocks entered bear markets, South Korean stocks fell below 5000 points, while Indian stocks rose against the trend on domestic demand and oil price factors.
Facts
Taiwan stocks have fallen more than 20% cumulatively and have entered bear market territory.
Foreign investors have sold a net more than US$45 billion in Taiwan stocks so far this quarter.
South Korea’s Kospi index fell below the 5000-point mark.
The MSCI Asia-Pacific Index could fall for a seventh consecutive trading day.
India’s benchmark Nifty index has risen nearly 7% cumulatively this week.
輝達 plunges 22% in a month! Financial commentator calls it the “cheapest in 10 years,” but 4 major concerns remain
Published ・ Source Taiwan | 鉅亨網
CNBC commentator Jim Cramer said 輝達 shares have fallen 22% and its forward price-to-earnings ratio has hit a 10-year low of 16.5 times, recommending that investors buy the stock again. But concerns about declining gross margins, high capital spending and the absence of revenue from China have kept investors selling.
Facts
輝達 shares have fallen a cumulative 22.04% over the past month.
輝達’s current forward price-to-earnings ratio is about 16.5 times, a 10-year low.
輝達’s gross margin was 75% last quarter, but is expected to fall to 71% to 72% in the fourth quarter.
輝達 has invested nearly US$50 billion in frontier AI labs.
輝達’s supply procurement commitments have risen to US$279 billion.
輝達’s days sales outstanding extended from 45 days to 60 days
輝達’s forecast does not include any data center computing revenue from China
Thailand’s October inflation rate topped 3.9%, breaking above the central bank’s target ceiling for the first time in more than 3 years
Published ・ Source Taiwan | 鉅亨網
Thailand’s October CPI rose 3.9% year on year, exceeding the central bank’s target ceiling, mainly due to high oil prices and food price increases caused by flooding. Officials view this as a temporary phenomenon. The central bank held its interest rate steady at 1% and expects inflation to ease in 2026.
Facts
Thailand’s October consumer price index (CPI) rose at an accelerated annual rate of 3.9%
Thailand’s October inflation rate exceeded the upper limit of the central bank’s 1% to 3% target range
楠塔蓬, director of Thailand’s Trade Policy and Strategy Office, said more than half of the inflation increase was due to high oil prices
維特, governor of the Bank of Thailand, said the current policy rate of 1% remains appropriate
楠塔蓬 forecast that overall inflation would average 1.8% to 2.2% in 2026
The Philippines’ inflation rate recently surged to 7.8%
Oil prices have fallen about 10% over the past 2 days
US stocks plunge and Asian stocks follow suit! Has the AI trade really changed? 鉅亨買基金 reveals investment opportunities after the sharp sell-off
Published ・ Source Taiwan | 鉅亨網
US stocks slumped over AI regulatory concerns. 鉅亨買基金 noted that US corporate earnings are still growing 28%, and advised investors not to exit the market out of short-term panic, but to seize long-term opportunities through regular investing and asset allocation.
Facts
On Nov. 5, the Nasdaq plunged 5.5% and the Philadelphia Semiconductor Index fell 12.3%
US companies’ overall third-quarter earnings grew sharply by 28%
The S&P 500’s average return in the year after a sharp drop was 20.2%
Technology sector earnings grew 66.4% in the third quarter
The Philadelphia Semiconductor Index’s average return in the year after a sharp drop was 26%
Panic selling sends Taiwan stocks below 40,000; 外資 continue to dump NT$91.1 billion, while 三大法人 sell a net NT$114 billion
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened sharply lower today, falling below 40,000 and the annual moving average, and closed down 4.51% at 39,701.64. 外資 sold a net NT$91.188 billion, while 三大法人 sold a combined net NT$114 billion, amid intense market panic.
Facts
The Taiex closed down 1,873.08 points, a decline of 4.51%, at 39,701.64.
外資 sold a net NT$91.188 billion today.
自營商 sold a net NT$49.475 billion today.
投信 bought a net NT$26.657 billion today.
三大法人 sold a combined net NT$114 billion.
Original今日台股總成交值為1兆2,461.04億元。
Taiwan stocks’ point decline at today’s close was the 4th largest on record.
Philadelphia Semiconductor Index plunge weighs on Taiwan stocks! Could AIDC construction be delayed? Nomura names 3 key indicators for adding to AI holdings on dips
Published ・ Source Taiwan | 鉅亨網
游景德, a fund manager at 野村投信, said the Philadelphia Semiconductor Index plunge weighed on Taiwan stocks, but supply chain orders have not seen significant changes. He advised investors to watch 3 key indicators—cloud capital expenditure, shipment progress and revenue—and add to leading AI supply chain companies with high technological barriers on dips.
Facts
After the US midterm elections, the Philadelphia Semiconductor Index plunged about 12%, putting pressure on Taiwan stocks and the OTC index.
游景德, a fund manager of 野村投信’s Taiwan Select Fund, said short-term selling pressure is concentrated mainly in highly valued AI supply chain stocks.
野村投信 advised investors to closely monitor 3 core indicators: cloud providers’ capital expenditure, supply chain order shipment progress, and actual revenue generated by AI applications.
Based on an initial survey by 野村投信’s Taiwan equities team, the supply chain has not seen any sudden order cancellations or major adjustments so far.
游景德 recommended that investors continue to focus on subsectors with high technological barriers and solid earnings support, such as the advanced process and advanced packaging technologies led by 台積電.
After the midterm elections, the Democratic Party gained control of both the House and Senate, and market participants began reassessing policy directions for data centers’ power consumption, environmental impact and construction costs.
As AI technology expands from model training to inference and agentic applications, global demand for high-performance computing, high-bandwidth memory and high-speed data transmission is expected to grow further.
Trillions of dollars invested vs. $200 billion in revenue! Citrini warns AI capital expenditure growth is peaking, prompting a reassessment of market assumptions
Published ・ Source Taiwan | 鉅亨網
Wall Street research firm Citrini Research warned in a report that AI capital expenditure growth is peaking, with an enormous $800 billion gap between revenue and spending, prompting a reassessment of market assumptions.
Facts
The global AI ecosystem generates about $200 billion in annualized revenue, while annualized capital expenditure by hyperscalers is approaching $1 trillion, leaving an $800 billion gap.
Citrini Research says there are only 2 ways to close the gap: revenue must jump by another order of magnitude, or capital expenditure must hit the brakes.
Quarterly remaining performance obligations (RPO) growth has fallen to a multi-year low, and spending commitments of comparable scale are no longer being taken for granted.
A $15 billion bridge loan led by 摩根士丹利 is stalled at the Hubbard data center in Texas.
On July 30 this year, OpenAI sharply cut token prices to gain market share.
〈尖點 earnings briefing〉After-tax net profit for the first 3 quarters reached NT$899 million, up 2.75 times year on year; EPS reached NT$6.18
Published ・ Source Taiwan | 鉅亨網
尖點科技’s profit surged in the third quarter of 2026, with after-tax net profit reaching NT$428 million, nearly 3 times higher year on year. It also completed a NT$2.2 billion fundraising to support expansion in the AI server and high-end PCB markets.
Facts
尖點’s after-tax net profit rose to NT$428 million in the third quarter of 2026, up 41.71% quarter on quarter and 2.91 times year on year
After-tax net profit for the first 3 quarters of 2026 was NT$899 million, up 2.75 times year on year, with earnings per share reaching NT$6.18
尖點科技 reported third-quarter 2026 revenue of NT$2.331 billion and a gross margin of 42.95%, up 1.17 percentage points quarter on quarter and 11.63 percentage points year on year
尖點 completed a cash capital increase of 4,000 lots of new shares, raising NT$1.552 billion
尖點 issued 4,800 lots of unsecured convertible corporate bonds, raising about NT$652 million
Another service disruption! 永豐銀行 says interbank transfers affected by heavy Taiwan stock trading volume have returned to normal
Published ・ Source Taiwan | 鉅亨網
永豐銀行’s interbank transfer service was disrupted on the morning of the 6th amid heavy Taiwan stock trading and the final day for payment of its parent company’s cash capital increase. Service has returned to normal, and the bank coordinated supplementary deductions for securities settlements. On the 3rd, hackers exploited a system vulnerability to make unauthorized transfers; the funds have been returned and the system taken offline.
Facts
永豐銀行’s interbank transfer service was disrupted from 9:14 a.m. to 10:17 a.m. on the 6th, amid heavy Taiwan stock trading and the final day for payment of its parent company’s cash capital increase.
永豐銀行 has coordinated with 永豐金證券 to make special arrangements for supplementary deductions of securities settlement funds, preventing customers from missing the settlement deadline.
On the 3rd, hackers exploited a system vulnerability at 永豐銀行 to make unauthorized transfers, affecting 418 customers and 427 transactions, with a total of NT$41.76 million transferred out.
永豐銀行 has fully returned the funds transferred out by hackers and taken the compromised new online banking system offline.
永豐銀行 Chairman 曹為實 and President 莊銘福 publicly bowed and apologized.
百容’s operations rebound as semiconductor business remains strong; Q3 earnings top first-half total, with EPS of NT$0.87 for the first 3 quarters
Published ・ Source Taiwan | 鉅亨網
Driven by strong semiconductor demand, 百容 reported third-quarter 2026 revenue of NT$578 million and after-tax net profit of NT$50.08 million, up 81.58% quarter on quarter, turning a profit. After-tax net profit for the first three quarters was NT$93.7 million, exceeding the full-year total for last year. The company is investing NT$323 million to expand its Taichung plant, increasing capacity and profitability.
Facts
百容’s third-quarter 2026 revenue reached NT$578 million, remaining near its historical high
Third-quarter 2026 after-tax net profit was NT$50.08 million, up 81.58% quarter on quarter and turning a profit from a loss in the same period last year
百容’s after-tax net profit for January-September 2026 was NT$93.7 million, up 27.01% year on year, with earnings per share of NT$0.87
百容’s October 2026 revenue was NT$196 million, up 3.69% month on month and 41.22% year on year
百容’s board resolved to spend NT$323 million to purchase a factory building and land on Gongyi 1st Road in Taichung Industrial Park
〈富采 earnings briefing〉Q3 non-operating income helped return the company to profit, with EPS of NT$1.99; AI crowding out is expected to weaken the Q4 peak season and reduce revenue
Published ・ Source Taiwan | 鉅亨網
LED maker 富采 returned to profitability in the third quarter, benefiting from peak-season inventory stocking and non-operating income, with net profit after tax of NT$1.27 billion and EPS of NT$1.99. However, raw material price increases driven by AI crowding-out effects are expected to cause revenue to fall sharply in the fourth quarter.
Facts
富采 posted third-quarter net profit after tax of NT$1.27 billion, with earnings per share of NT$1.99.
富采 reported third-quarter revenue of NT$6.69 billion, up 5.7% quarter over quarter and 19.3% year over year.
富采 expects revenue to fall sharply in the fourth quarter, affected by crowding-out effects from the AI industry.
富采's automotive business accounted for 21% of group revenue in the third quarter, with quarterly revenue up 8%.
富采's Micro LED revenue is expected to post nearly multiple-fold growth for the full year compared with last year.
AI Stock Rout Triggers Turmoil in Asian Stocks and Currencies; Safe-Haven Buying Flows Into Yen as New Taiwan Dollar Briefly Falls Below 33
Published ・ Source Taiwan | 鉅亨網
A sharp sell-off in U.S. AI stocks and regulatory concerns sparked by the U.S. election results dealt a heavy blow to Asian stock and currency markets. The New Taiwan dollar briefly fell below the 33 mark, South Korea's KOSPI fell below 5,000 points and triggered a trading halt, and funds flowed into the yen as a safe haven.
Facts
The Nasdaq plunged 5.52% in a single day, its steepest one-day drop since April 2025.
輝達(NVDA-US) shares plunged 9.26%, while 美光(MU-US) and AMD(AMD-US) both fell more than 17%.
The New Taiwan dollar briefly plunged 0.5% to 33.040 against the U.S. dollar, falling below the 33 mark for the first time since April 2025.
South Korea's KOSPI fell 8.6%, triggering a 20-minute trading halt.
星展銀行(DBS) forecasts that U.S. job gains in October will rebound to 100,000, above the market consensus of 65,000 in a FactSet survey.
〈Taiwan Stocks After the Close〉AI Stock Rout Sparks Panic Selling! Index Plunges 1,873 Points, the 4th-Largest Drop on Record; Reclaims Annual Moving Average
Buy the Dip or Stay on the Sidelines? U.S. Retail Selling Hits Highest Level Since Pandemic Crash, Leaving Investors Torn
Published ・ Source Taiwan | 鉅亨網
U.S. stocks plunged more than 5% on Thursday, their biggest one-day drop since Trump's tariff policy. Retail investors were net sellers of US$257 million, the third-largest outflow since the pandemic. Young investors were divided over whether to buy the dip: some saw an opportunity, while others stayed on the sidelines over concerns about AI costs and macroeconomic risks.
Facts
U.S. stocks broadly plunged at Thursday's close, with the Nasdaq Composite falling more than 5%.
The one-day percentage declines in the Nasdaq, S&P 500 and Dow Jones Industrial Average were the largest since April 4, 2025, when Trump announced tariffs.
Retail investors recorded net sales of US$257 million in individual stocks in a single day, the third-largest single-day outflow since March 2020.
Vanda Research analyst Viraj Patel said the market is facing a rare buyers' strike, with retail and systematic trading investors actively selling.
South Korea's Stock Rout Persists; Government Suspends 140% Margin Maintenance Requirement to Prevent Wave of Forced Liquidations
Published ・ Source Taiwan | 鉅亨網
To prevent a vicious cycle of forced stock liquidations, the South Korean government announced that it would suspend the 140% maintenance margin requirement for securities firms' margin lending for 3 months starting Nov. 9. The measure was decided at an interagency meeting chaired by Deputy Prime Minister and Finance Minister Lee Hyung-il, and is intended to give brokerages flexibility in handling margin issues and ease selling pressure.
Facts
The South Korean government announced that it would suspend the statutory 140% maintenance margin requirement for securities firms starting Nov. 9, for 3 months.
South Korea's KOSPI plunged more than 8.7% at one point, falling below the 5,000 mark and triggering a circuit breaker.
Finance Minister Lee Hyung-il forecast that economic growth would reach the mid-3% range this year and exports could exceed US$1 trillion.
Reasons for the stock market pullback include concerns about regulations on AI data centers following the U.S. midterm elections and heightened global investor risk aversion.
Under current regulations, securities firms must maintain collateral coverage of at least 140% when providing margin loans.
海柏特 Posts Record First-Three-Quarter Profit of NT$25.24 Million; EPS NT$1.37, Q3 Growth Driven by Overseas Expansion
Published ・ Source Taiwan | 鉅亨網
宏碁 subsidiary 海柏特 posted cumulative net profit of NT$25.243 million for the first 3 quarters, a record for the period. Third-quarter revenue surged as the company expanded overseas, highlighting the success of its Asia-Pacific expansion.
Facts
海柏特 posted cumulative net profit after tax of NT$25.243 million for the first 3 quarters, a record for the period.
海柏特 reported third-quarter revenue of NT$550 million, up 47.5% quarter over quarter and 98.8% year over year.
海柏特 reported cumulative revenue of NT$1.24 billion for the first 3 quarters, up 46.2% year over year.
海柏特 posted third-quarter operating profit of NT$23.053 million, up 128.5% quarter over quarter.
Midterm Elections Fail to Shake U.S. Global Dominance! FX Strategists: Dollar Volatility Likely in Near Term, but Two Key Supports Remain
Published ・ Source Taiwan | 鉅亨網
The dollar fluctuated in the near term after the midterm elections, but 美銀 and 渣打 say U.S. economic resilience and expectations of Fed rate hikes remain key supports. However, 野村 and CIBC warn that the dollar's safe-haven appeal is being challenged and that it could weaken, with markets awaiting the nonfarm payrolls data for confirmation.
Facts
The Bloomberg Dollar Spot Index steadied after a slight dip on Wednesday, less than 1% below its nearly 18-month intraday high in October.
渣打's head of U.S. and Americas markets, Thomas Kikis, said the dollar remains king because the U.S. economy is expected to outperform Europe.
野村 has positioned for the yen to strengthen against the dollar and warned of a negative cycle of falling stocks, lower bond yields and a weaker dollar.
CIBC head of FX strategy Sarah Ying expects the dollar to weaken, citing mounting AI-related pressure and the fading of the "Trump premium."
Traders currently expect at least one more rate hike, possibly two, by mid-2027.
Foreign Investors Dump Nearly NT$1 Trillion in Record Sell-Off; Should Taiwan Stocks Buy or Retreat? 00980A Issues Key Announcement
Published ・ Source Taiwan | 鉅亨網
Foreign investors set a record for monthly net selling in October, sending Taiwan stocks lower amid volatility. 野村投信's 00980A ETF announced a distribution ex-dividend date and said the AI investment cycle has not peaked, recommending that investors build positions in stages.
Facts
Foreign investors sold a net NT$994.317 billion in Taiwan stocks in October, setting a record for the largest monthly net outflow.
The ex-dividend trading date for the first-stage distribution of the Active Nomura Taiwan Select ETF (00980A) is Nov. 17.
Among the 10 months with the highest foreign net selling since 2020, excluding this instance, the Weighted Index fell an average of 4.95% in those months.
The five major cloud service providers (CSPs) have had their capital expenditure estimates for next year revised up to 1.3 trillion US dollars.
野村投信's internal stock universe now projects 2026 corporate earnings per share growth of 80.3% year over year, revised upward.
The Active Nomura Taiwan Select ETF (00980A) was established on April 22, 2025, and has 71,476 beneficiaries.
Anthropic Launches Beta of Claude's "Personal Finance" Feature, Focusing on Bank Account Integration and Privacy Protection
Published ・ Source Taiwan | 鉅亨網
Anthropic has launched a beta version of Claude’s “personal finance” feature, allowing U.S. Pro, Max and Ultra users to link bank accounts and review spending. The feature has read-only access and does not train models.
Facts
Anthropic has launched a beta “personal finance” feature for its AI assistant Claude.
The feature is currently available only to Pro, Max and Ultra subscribers in the United States.
Claude links accounts and verifies identities through financial data service provider Plaid.
Claude uses a “read-only access” design and cannot initiate transfers or obtain bank passwords.
Conversations in Claude’s personal finance section will not be used to train AI models.
Claude can access transaction records dating back no more than two years.
DataCamp data science editor Josef Waples said most people need to understand what is happening in their accounts.
嘉信理財 (Charles Schwab) has chosen to block autonomous operations by external third-party AI agents.
創見 chairman’s family buys Toucheng’s Arabian Palace; chairman 束崇萬 reveals plans for its transformation
Published ・ Source Taiwan | 鉅亨網
The family of 創見 chairman 束崇萬 has bought the Arabian Palace in Toucheng, Yilan County, and plans to convert it into a nonprofit private art museum displaying contemporary Taiwanese art collected by his wife. Artists will be able to apply to hold solo exhibitions there to promote international exchanges.
Facts
The family of 創見 chairman 束崇萬 has bought the “Arabian Palace” in Toucheng, Yilan County.
束崇萬 said the Arabian Palace would be renovated and developed into a private art museum.
The private art museum will exhibit contemporary Taiwanese artworks collected by 束崇萬’s wife over many years.
The private art museum will require reservations and will not operate for profit or sell tickets.
Original市場傳出阿拉伯宮由萬情投資接手，交易金額約10億元。
The Arabian Palace was originally the 榮梓博物館, built by the late founder of 宜蘭友愛百貨, 林昭文.
束崇萬 hopes the art museum will provide an exhibition platform and give Taiwanese artists opportunities to reach international audiences.
Taiwan stocks suffer historic plunge; Lai Ching-te says government is closely monitoring developments and urges the public not to panic
Published ・ Source Taiwan | 鉅亨網
Amid steep declines in U.S. and South Korean stocks, Taiwan’s benchmark index plunged more than 3700 points on the 6th, while 台積電 hit limit down. President Lai Ching-te urged the public not to panic during the ITF travel fair, pledging that the government would closely monitor developments and introduce policies to stabilize the market.
Facts
Taiwan stocks plunged 3,737.67 points on the 6th, briefly falling below the year’s moving average.
台積電 (2330-TW) opened at its limit-down price of 2,020 yuan.
Lai Ching-te said the world has entered an era of AI technology development and that Taiwan’s technology industry continues to grow.
Lai Ching-te attended the ITF Taiwan International Travel Fair and reaffirmed the friendship between Taiwan and the United States.
It is normal for financial markets to react to the new political landscape in the United States following the midterm elections.
Housing: Residential occupancy permits issued in Taiwan’s six special municipalities fell 5.4% year over year in the first 3 quarters; new-home supply shrank by nearly 5000 units
Published ・ Source Taiwan | 鉅亨網
Residential occupancy permits issued in Taiwan’s six special municipalities fell 5.4% year over year in the first 3 quarters of 2026. 鄉林 chairman 賴正鎰 said the slowdown in new-home supply would help absorb unsold homes, and expects the housing market to gradually stabilize and enter a period of consolidation.
Facts
A total of 81,576 residential occupancy permits were issued across Taiwan’s six special municipalities from January to September 2026, down 5.4% year over year.
Kaohsiung recorded the largest increase in residential occupancy permits among the six special municipalities, up 12%.
Tainan had the steepest decline in new-home supply among the six special municipalities, down 42.8% year over year.
New-home supply in the greater Taipei area fell notably in the first 3 quarters of this year, down 7.5% year over year in Taipei and 12.9% in New Taipei.
鄉林 chairman 賴正鎰 forecasts that the housing market will remain in a period of consolidation in 2027 and 2028.
Kaohsiung saw an increase of as many as 1,882 residential occupancy permits, reflecting strong momentum from industrial transformation and redevelopment projects.
台灣自來水公司 issued a water outage alert for Xiwen Village in Magong, Penghu County, due to the installation of above-ground fire hydrants. The outage is scheduled for November 6 to 9, 2026.
A power outage for work on 台電公司 lines caused a booster station to malfunction, prompting 台灣自來水公司 to issue a water outage alert for parts of Taoyuan City.
中央氣象署 issued a heavy rain advisory for Yilan County, warning that the northeast monsoon could bring localized heavy rain to mountainous areas of Yilan on the 6th.
台灣自來水公司 issued a water outage alert for Ruiping Village in Nanzi District, Kaohsiung, due to emergency repairs at No. 130, Ruiren Road. The outage is scheduled for November 6 to 7, 2026.
台灣自來水公司 issued a water outage alert for Zhongshan Village in Zhushan Township, Nantou County, due to emergency repairs to a burst pipe. The outage is scheduled for November 6, 2026, from 15:13 to 20:00.
台灣自來水公司 issued a water outage alert due to emergency repairs to a leaking 150mm PVCP pipe at No. 1, Lane 186, Section 2, Chunjing Road, Luodong Township. The outage will affect Gongzheng, Hanmin, Xianwen and Shulin villages in Luodong Township, Yilan County, from 15:18 to 20:00 on November 6, 2026.
台灣自來水公司 announced a water outage in parts of Taishan and Xinzhuang districts, New Taipei City, from November 6 to 7, 2026, due to construction in the Wenzizun redevelopment zone.
台灣自來水公司 issued a water outage alert for several villages in Meinong District, Kaohsiung, due to emergency repairs to a burst and leaking pipe. The outage is scheduled for November 6, 2026, from 15:18 to 20:00.
台灣自來水公司 carried out emergency repairs on a burst 200mmDIP pipe in front of No. 352, Shanying Road, Guishan District, Taoyuan City, on November 6, 2026. The outage affected Shanding and Shande villages and was scheduled from 14:52 to 22:00.
台灣自來水公司 issued a water outage notice for Xiuchang Village in Xuejia District, Tainan, due to maintenance on pipeline equipment in front of No. 91, Guogangzi.
台灣自來水公司 issued a water outage alert for Kaotan Village, Renwu District, Kaohsiung City. The affected area is near No. 119, Zhongshan Road. The outage is scheduled from 2026年11月6日14:33 to 16:30.
台灣自來水公司 issued a water outage alert for Zhongzheng Village, Hukou Township, Hsinchu County. The outage, caused by emergency pipeline repairs, is scheduled from 2026年11月6日14:33 to 17:00.
台灣自來水公司 is carrying out emergency repairs after 2 control valves in front of a manhole at the intersection beside No. 1-19, Zhugaowan, Xiyu Township, Penghu County, failed, resulting in a water outage.
台灣自來水公司 is repairing a burst pipe in front of No. 101, Fengbo Road, resulting in a water outage in Songshan Village, Mingjian Township, Nantou County, and Shangfeng and Hehe villages, Ershui Township, Changhua County. The outage is scheduled from 2026年11月6日14:29 to 18:00.
台灣自來水公司 issued a water outage alert for Neixing Village, Nantou City, Nantou County. Emergency repairs are being carried out on a burst pipe on Nanxin Road. The outage is scheduled from 2026年11月6日14:15 to 18:00.
台灣自來水公司 issued a water outage alert for Dafeng Village, Tanzi District, Taichung City. Repairs to a burst pipe at No. 26, Tanfuyi Street, are expected to affect water service from 2026年11月6日14:17 to 17:00.