AI News 180m Report

2026-11-08 09:00–12:00 JST

163 received, 163 listed, 11 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Japan, 86 items from 3 sources; Taiwan, 77 items from 8 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 中央社 CNA (continued)(18)

Trump strikes back after midterm rout, invites UFC president to be White House press secretary and orders probe of Democrats

Published ・ Source Taiwan | 中央社 CNA

Facing defeat in the midterm elections and Democratic control of Congress, Trump has struck a hardline tone, inviting UFC President Dana White to serve as White House press secretary and ordering the Justice Department to investigate alleged extortion by Democrats.

Facts

  • (Central News Agency, Washington, 7, compiled from foreign wire reports)
  • And will take control of both chambers of Congress in January next year
  • After suffering a smaller setback in the 2018 midterm elections
  • He was subsequently impeached twice, in 2019 and 2021
  • (Translated by: Chen Yu-ting) 1151108

Companies mentioned:中央通訊社、法新社、終極格鬥冠軍賽、UFC

6 Chinese naval vessels and 2 sorties by Chinese aircraft detected near Taiwan; military maintains close watch

Published ・ Source Taiwan | 中央社 CNA

The Ministry of National Defense released an update on Chinese aircraft and naval vessels. From 6 a.m. yesterday to 6 a.m. today, it detected 6 Chinese naval vessels, 2 government vessels and 4 sorties by Chinese aircraft, including 2 sorties that entered Taiwan’s southwestern airspace. The military is maintaining close surveillance and responding.

Facts

  • 6 PLA Navy ships
  • 2 official ships
  • 4 sorties of Chinese military aircraft
  • 2 sorties by Chinese aircraft

High prices and hardline immigration enforcement fuel blue wave: Will voters’ concerns change Trump?

Published ・ Source Taiwan | 中央社 CNA

Democrats won majorities in both chambers of Congress in the U.S. midterm elections, creating a “blue wave.” Analysts say high prices and hardline immigration policies were the main reasons for the losses, but Trump remains focused on White House construction projects and has appointed Miller as chief of staff.

Facts

  • Democrats won 54 seats in the Senate and 254 seats in the House, respectively
  • All 435 House seats were up for election
  • As well as 35 of the Senate’s 100 seats
  • Prices in the United States rose 3.7% over the past 1 year

Companies mentioned:中央社、美聯社、美國企業研究所、AEI、移民暨海關執法局、ICE

U.S. AI regulatory concerns mount; fund managers say Asian tech stocks face valuation pressure

Published ・ Source Taiwan | 中央社 CNA

Original摩根資產管理與瀚亞投信指出,美國期中選舉後民主黨掌控國會可能導致AI監管趨嚴及數據中心建設放緩,進而推高資本支出並壓縮報酬率。此趨勢恐從美國擴散至台韓日等亞洲供應鏈,使亞洲科技股面臨估值壓力;其中伺服器ODM、散熱等產業短期較易受訂單遞延影響,而晶圓代工需求見度相對較佳。

Facts

  • Taipei, 8
  • New capacity added in 2027
  • 2028 and beyond
  • (Editor: Huang Kuo-lun) 1151108

Companies mentioned:中央社、摩根資產管理、摩根投信、瀚亞投信、國泰投信

New Zealand governing coalition narrowly clears majority in election; final vote count still pending

Published ・ Source Taiwan | 中央社 CNA

Preliminary results in New Zealand's election show the governing coalition led by the 國家黨 with 67 seats, narrowly surpassing the 66 seats needed to form a government. However, 14% of the votes remain to be counted, and the final result will not be confirmed until Nov. 27.

Facts

  • About 14% of the votes
  • The 131-seat Parliament
  • Won 67 seats
  • The 66 seats needed

Companies mentioned:中央訊息、中央社、路透社、紐西蘭選舉委員會、國家黨、行動黨、紐西蘭第一黨、工黨、紐西蘭電視台、TVNZ、機會黨、威靈頓維多利亞大學

Youth protests in Germany reflect anxiety about the future; scholar says pessimism fuels political polarization

Published ・ Source Taiwan | 中央社 CNA

German sociologist Steffen Mau said youth protests reflect younger generations' anxiety about the future and frustration over blocked social mobility. Traditional parties are unable to respond, while the far-right 另類選擇黨 stands to benefit, as pessimism fuels political polarization.

Facts

  • 34 cities in Germany
  • Oct. 31
  • Voters aged 50 and over
  • Founded in 1949

Companies mentioned:中央社、基民黨、社民黨、另類選擇黨

Wu Der-rong: Northeast monsoon to strengthen on the 9th; northern temperatures to dip to 15 degrees early on the 10th

Published ・ Source Taiwan | 中央社 CNA

Weather expert Wu Der-rong said the northeast monsoon will strengthen on the 9th, with temperatures in northern Taiwan dropping to 15 degrees Celsius early on the 10th. The monsoon will weaken from the 11th, and temperatures will rise day by day. Tropical Storm Cempaka, the 31st storm, poses no threat to Taiwan.

Facts

  • 10th
  • 15 degrees Celsius
  • The 11th
  • No. 31

Companies mentioned:中央社、中央氣象署、中央大學、氣象應用推廣基金會

Could King Charles III visit China? Royal aide says it would be carefully considered

Published ・ Source Taiwan | 中央社 CNA

A senior royal aide said that if the British government asked, King Charles III would not rule out becoming the second British monarch to visit China as a reigning monarch, but that the matter would be carefully considered.

Facts

  • After 40 years
  • A 9-day trip to the Caribbean
  • About to turn 78
  • In October 1986
  • 1151108

Companies mentioned:中央社、法新社

Tseng Chun-yueh begins MLB posting process; major league teams can negotiate a contract

Published ・ Source Taiwan | 中央社 CNA

Original富邦悍將投手曾峻岳啟動旅美入札程序,大聯盟球隊可於11月8日至12月22日期間洽談簽約。

Facts

  • Appeared in 48 games
  • A record of 5 wins and 3 losses
  • 25 saves
  • 52 and 1/3 innings pitched
  • Recorded 65 strikeouts
  • 13 walks
  • Average speed of about 150.8 kilometers
  • 2014 Little League Baseball World Series
  • 中華職棒 2021 Rookie of the Year
  • The previous amount of US$25 million
  • 20%
  • 17.5%
  • More than US$50 million
  • 15%
  • 25%

Companies mentioned:中央社、富邦悍將、美國職棒大聯盟、中華職棒、美聯社

Taiwan | 風傳媒(18)

饗泰多 and 非常泰 lose out! Taiwan's top 10 Thai restaurant chains: the champion stands out for consistent quality, generous portions and delicious food, making it a top choice for dining together

Published ・ Source Taiwan | 風傳媒

Original《網路溫度計DailyView》發布2025年全台泰式連鎖餐廳人氣榜TOP10,帕泰家奪冠,藍象廷、鍋泰暖分列二三。調查涵蓋近一年網路聲量,反映市場洗牌與消費趨勢。

Facts

  • 《網路溫度計DailyView》 surveyed online buzz around Thai restaurant chains across Taiwan over the past year and compiled a TOP 10 ranking.
  • 帕泰家 (Baan Phadthai) has received the Michelin Bib Gourmand recommendation in Bangkok for six consecutive years.
  • 鍋泰暖 is offering a promotion that gives customers as many slices of meat as their age on their birthday.
  • 藍象廷 received the Thai government's “Thai SELECT” certification.
  • 非常泰 was founded by 瓦城泰統集團, combining Thai cuisine with the concept of an urban bistro.
  • 初泰 was developed by 路易莎集團 as it expanded into Thai cuisine, and was created in collaboration with the family of a former Thai prime minister.
  • Coco Brother椰兄 began by selling Thai coconut ice cream at 三和 Night Market.
  • 鍋泰暖 was originally called 鍋泰山 and began in Yuanlin, Changhua.

Companies mentioned:《網路溫度計DailyView》、帕泰家 Baan Phadthai、藍象廷 LAN XIAN TING、鍋泰暖泰式南洋鍋物、非常泰 Very Thai Restaurant & Bar、瓦城泰統集團、初泰 Pikul、路易莎集團、Coco Brother 椰兄、KEYPO大數據關鍵引擎

Instant noodle seasoning packet: add it before or after? Japanese major maker reveals the right answer: smoother noodles and more layered broth; many people get it wrong

Published ・ Source Taiwan | 風傳媒

Japanese instant noodle giant 日清食品 says the order in which seasoning packets are added affects the texture: powder packets can go in first, while liquid packets should be added later to keep the noodles from becoming firm. The outlet Pinzuba tested the method and confirmed that noodles taste better when the liquid packet is added later.

Facts

  • Powder seasoning packets can generally be added first
  • It's best to wait until the noodles have softened before adding liquid seasoning packets
  • If liquid seasoning is added at the beginning, the oil and thickening ingredients in the broth can cling to the surface of the noodles, making them harder to soften
  • Noodles made with seasoning added later separate more easily and have a smoother texture
  • Broth made with seasoning added first tastes saltier and more overpowering, while the version with seasoning added later is richer and more savory

Companies mentioned:日清食品、Pinzuba

New 台鐵 rules take effect nationwide on 11/10! Finally catching up with 高鐵: 2 major new booking and boarding rules explained

Published ・ Source Taiwan | 風傳媒

台鐵 announced that new rules for the “台鐵e訂通” app will take effect on Nov. 10, 2026, extending the cutoff for booking and collecting tickets on the day of travel from 30 minutes before departure to 5 minutes before departure, making last-minute purchases more convenient for passengers.

Facts

  • Starting Nov. 10, 2026, 台鐵's “台鐵e訂通” app is expected to extend the cutoff for booking and collecting tickets on the day of travel from 30 minutes before departure to 5 minutes before departure.
  • Once the new rules take effect, the app's booking window will be extended by 25 minutes, giving passengers rushing to catch a train or making last-minute itinerary changes another ticket-buying option.
  • 台鐵 reminds passengers that mobile tickets must be displayed in the “台鐵e訂通” app; screenshots, printed copies or photocopies of the screen cannot be used in place of an official mobile ticket.
  • The 台鐵e訂通 app mainly offers reservations for reserved-seat trains. Some special trains and ticket types, such as group tickets, trains requiring real-name registration and trains carrying bicycles, remain subject to different ticketing restrictions.
  • 台鐵 announced on Nov. 5, 2026, that version V2.2.5 is available on the Apple App Store and Google Play, and asked passengers to update the app.

Companies mentioned:台鐵、高鐵

National Stabilization Fund deploys NT$500 billion to support stocks; can Taiwan shares rebound Monday? Experts outline 3 bottoming scenarios, with a risk of another drop of more than 20%

Published ・ Source Taiwan | 風傳媒

Amid a sharp fall in Taiwan stocks and net selling by foreign investors, the National Stabilization Fund announced on the 6th that it would launch its 10th market-support operation, beginning its market-stabilization mission on the 9th. Experts say historical data show that intervention does not mean the market has immediately bottomed, and that there is a risk of a drop of more than 20%; investors should assess the situation carefully.

Facts

  • The National Stabilization Fund announced during trading on the 6th that it would launch its 10th market-support operation in history, authorizing a market-stabilization mission to begin on the 9th.
  • Taiwan stocks plunged 1,873.08 points at the close on the 6th, ending at 39,701.64 and falling below the 40,000-point mark.
  • Investor Gu Yu analyzed the 9 previous National Stabilization Fund interventions and identified 3 patterns in the time from intervention to a true market bottom and rebound.
  • In 2 of the 9 previous National Stabilization Fund interventions, the market fell by more than 20%.
  • The National Stabilization Fund's past interventions had a record of 8 wins and 1 loss, for an 88.88% success rate.

Paying your credit card bill on time and still losing points! Expert reveals that spending above “1 figure” can quietly lower your credit score, and most people don't know

Published ・ Source Taiwan | 風傳媒

U.S. credit bureau Experian published a guide explaining the key effect of credit card utilization on credit scores. It recommends keeping utilization below 30% to maintain good credit and offers practical strategies for lowering it.

Facts

  • U.S. credit bureau Experian says credit card utilization above 30% can hurt scores, while people with high scores typically keep utilization below 10%.
  • According to data from the 3rd quarter of 2024, the average credit card utilization rate among people in the excellent FICO score range of 800–850 was 7.1%.
  • Credit card utilization may account for about 20% to 30% of a credit score in scoring models.
  • Some newer models, including FICO 10 T and VantageScore 4.0, take long-term changes in utilization into account.
  • Experian says maintaining a credit card utilization rate of about 1% may be better than having 0%, as it can provide a reference for assessing repayment habits.

Companies mentioned:Experian

Gemini and Claude lose out! The must-use AI tools of 2026: this is the TOP 10 champion, with unmatched image generation and great value for the subscription

Published ・ Source Taiwan | 風傳媒

《Internet Temperature Gauge》takes stock of the top ten AI tools of 2026: ChatGPT retains the top spot, with Gemini and Claude ranking second and third, respectively, while DeepSeek, Kimi and Cursor make the list for the first time. Each tool has its own strengths in areas such as programming, research and presentations, and has sparked discussion about subscription costs, computing power and legal disputes.

Facts

  • ChatGPT retained its title as the top AI tool of 2026, with 103,291 mentions online.
  • SpaceX is expected to acquire Cursor parent company Anysphere in an all-stock deal valued at US$60 billion.
  • The Kimi K3 model has 2.8 trillion total parameters and supports a context window of 1 million tokens.
  • The DeepSeek V4 preview is available in two versions: V4-Pro, with 1.6 trillion total parameters, and V4-Flash, with 284 billion parameters.
  • After DeepSeek adjusted API rates for its V4 series, some rates rose by about 1,100%.
  • NotebookLM has launched its Cinematic Video Overviews feature, available to Google AI Ultra subscribers aged 18 and older.
  • The mobile and web versions of Microsoft Copilot are being rolled out in mid-August 2026.

Companies mentioned:《網路溫度計DailyView》、KEYPO大數據關鍵引擎、ChatGPT、Gemini、Claude、DeepSeek、Kimi、Cursor、Anysphere、SpaceX、Microsoft、Perplexity、Amazon、月之暗面、Google、Dcard、PTT、路透社、每日經濟新聞、PayPal、電信、Canva

Is relying solely on NT$19,000 a month in labor insurance pension payments not enough for retirement? Experts reveal “3 major cash-flow combinations” that let you draw money with peace of mind even when the stock market plunges

Published ・ Source Taiwan | 風傳媒

The article outlines three main sources of retirement cash flow: government-backed benefits, investment withdrawals and flexible income. Author Chen Yipu recommends building on stable government-backed benefits, adding a dynamic investment withdrawal strategy and treating flexible income as a bonus to cope with market volatility and longevity risk.

Facts

  • As of the end of 2024, people in Taiwan receiving old-age labor insurance pensions received an average of about NT$19,000 a month.
  • Under the new labor pension system, employers must contribute 6% of an employee’s salary each month to the employee’s individual account.
  • The qualifying age for claiming the national pension is 65.
  • Under the new labor pension system, monthly payments can be claimed by people who are at least 60 years old and have at least 15 years of work experience.
  • Author Chen Yipu founded YP指投網 and YP退休網 in 2023.

Companies mentioned:勞保局、遠流出版、經濟日報、Money錢、商業周刊、財訊、理財周刊、Cheers、風傳媒、關鍵評論網、YP指投網、YP退休網

Weather forecast / The strongest cold air mass of the winter is coming! Starting this day, “temperatures will dip to 15 degrees”; 2 waves of weather changes will bring damp, cool conditions. Next week’s forecast at a glance

Published ・ Source Taiwan | 風傳媒

National Central University Associate Professor Wu Der-rong analyzed the weather for the coming week, saying the northeast monsoon will strengthen from the 9th, with temperatures in northern Taiwan dipping to 15 degrees early on the 10th. Conditions will improve and temperatures rise on the 14th. Tropical Storm Chaba is turning away and will not affect Taiwan.

Facts

  • The northeast monsoon will strengthen again from tomorrow, Monday (the 9th), through Tuesday (the 10th), bringing cooler weather to northern Taiwan.
  • Early Tuesday (the 10th), the lowest temperature in low-lying areas will be about 15 degrees.
  • The northeast monsoon will gradually weaken from Wednesday through Friday (the 11th to 13th), and temperatures in northern Taiwan will gradually rise.
  • Weather will improve on Saturday (the 14th), with sunny, stable conditions across the country and a marked rise in temperatures.
  • Tropical Storm No. 31 Chaba is expected to strengthen into a moderate typhoon tomorrow, then gradually make a sharp turn toward the east-northeast and move away, posing no threat to Taiwan.

Can’t scrub off yellow toilet stains? Don’t pour in bleach! An expert recommends “1 inexpensive household item to remove grime without vigorous scrubbing” and restore a sparkling white finish with ease

Published ・ Source Taiwan | 風傳媒

Housekeeping expert Chen Ying-ju shared toilet-cleaning tips, recommending leaving citric acid in place or applying it as a wet compress to remove mineral scale caused by hard water. She also stressed that acidic cleaners must not be mixed with bleach.

Facts

  • Housekeeping expert Chen Ying-ju recommends sprinkling citric acid powder on toilet stains and leaving it for about 1 hour to remove them.
  • The citric acid cleaning solution recipe calls for 200 c.c. of water mixed with 1 tablespoon of citric acid.
  • Acidic cleaners such as citric acid and white vinegar must not be mixed with chlorine bleach.
  • Bleach cannot effectively dissolve mineral deposits; it can only lighten stains.

How often should motorcycle tires be replaced? It’s not about mileage! A shop owner reveals the right answer to “extend their life without damaging the vehicle”

Published ・ Source Taiwan | 風傳媒

This article examines when to replace motorcycle tires in Taiwan, noting that the decision should not be based solely on mileage but should take into account tread depth, cracks and riding feel, as well as the relevant regulations and penalties.

Facts

  • Tire tread depth must be checked when applying for a motorcycle license plate, transferring ownership of a motorcycle that is at least 5 years old for an inspection, or taking a heavy motorcycle for its scheduled inspection.
  • If a vehicle fails its scheduled inspection and does not pass a reinspection within 1 month, it will be subject to a fine of NT$900 to NT$1,800 and its license plate will be suspended under the law.
  • Under current regulations, motorcycle tire tread depth must be at least 0.8 mm at inspection.
  • Most motorcycle tires have raised tread wear indicator points (TWI) inside their grooves. When the tread wears down to the level of these indicators, it means the tread depth is critically low.
  • Generally, motorcycle tires are replaced every 8,000 to 15,000 kilometers on average.

Taichung’s vocational education leads the nation, earning “Outstanding” in central government evaluations for 9 consecutive years

Published ・ Source Taiwan | 風傳媒

Taichung City’s vocational education has earned an “Outstanding” rating in central government evaluations for 9 consecutive years. The city has led the nation in awards at the national skills competition for 3 consecutive years, and all its competitors won awards at the international skills competition, demonstrating the effectiveness of links between education and industry.

Facts

  • Taichung City’s vocational education has received an “Outstanding” rating in central government evaluations for 9 consecutive years.
  • The number of awards won at the national skills competition in academic year 112 was 139.
  • The number of awards won at the national skills competition in academic year 113 was 149.
  • The number of awards won at the national skills competition in academic year 114 was 137.
  • All 8 competitors representing Taiwan at the 115-year International Skills Competition won awards.
  • Taichung City established an electric vehicle technology teaching center starting in year 110.
  • Taichung City Education Bureau Director: Chiang Wei-min.
  • Taichung Mayor: Lu Shiow-yen.

Zhang Linghe and Xiao Zhan lose out! The mainland TV drama world’s top 10 most handsome actors in period costume, as voted by viewers. He takes the top spot: delicate, cool beauty and top-tier acting with a commanding presence

Published ・ Source Taiwan | 風傳媒

According to a report by 《BEAUTY美人圈》, Weibo users launched a poll for the “ultimate male lead in period dramas,” selecting 10 notable actors. Cheng Yi took the top spot, Xiao Zhan came in second, and both rising stars and veteran actors, including Zhang Linghe, Wang Yibo and Ren Jialun, made the list, reflecting the strong interest in period dramas from mainland China.

Facts

  • Period dramas from mainland China continue to attract attention in 2026, with many male actors building large fan bases in genres ranging from xianxia and wuxia to political intrigue.
  • According to a report by 《BEAUTY美人圈》, Weibo users launched a poll for the “ultimate male lead in period dramas,” selecting the 10 actors they considered most representative.
  • Cheng Yi took first place in the poll. In recent years, he has been a prolific actor in period dramas and has attracted considerable discussion.
  • Xiao Zhan came in 2nd in the poll. He first drew widespread attention for his role as Wei Wuxian in 《The Untamed》.
  • Ao Ruipeng plays Fan Yue in 《白月梵星》, and his scenes with Bai Lu have attracted considerable audience attention.
  • Ding Yuxi’s portrayal of Mu Sheng in 《永夜星河》 is memorable for the character’s contrasting sides.
  • Zhang Linghe plays the immortal Chang Heng in 《Love Between Fairy and Devil》, drawing attention for his gentle, refined image.
  • Deng Wei rose to prominence with his role as Tushan Jing in 《Lost You Forever》. His character’s gentle, reserved and devoted nature quickly won him a large following.

Companies mentioned:BEAUTY美人圈

Original【新新聞】漲幅5倍半 一條記憶體可換一台筆電 專家看記憶體走勢:恐漲到2027年

Published ・ Source Taiwan | 風傳媒

In 2023, consumer memory prices surged amid rising global demand for AI servers and adjustments to memory production capacity. The price of Kingston DDR5 16GB memory jumped more than 4 times and could exceed NT$10,000 by year-end. Solid-state drives and memory cards also rose in price, increasing the cost of upgrading computers.

Facts

  • The latest retail price for Kingston’s mainstream DDR5 16GB memory is about NT$9,400, up more than 4 times from about NT$1,700 at the start of the year
  • ADATA DDR5 8GB memory was priced at about NT$1,000 at the start of the year and had risen to NT$4,300 by October 20, a 330% increase
  • ADATA DDR5 16GB memory rose in price from NT$1,700 to NT$8,200, an increase of about 382%
  • ADATA DDR5 32GB memory rose in price from NT$3,600 to NT$15,000, an increase of about 317%
  • Some solid-state drives (SSD) and memory cards in various capacities have seen price increases of more than 2 times

Companies mentioned:金士頓(Kingston)、威剛(3260)

The Ministry of Foreign Affairs’ latest travel subsidy is here! Eligible travelers can receive up to NT$5,000 for an overseas trip; applications are open nationwide and can be submitted online with one click

Published ・ Source Taiwan | 風傳媒

In 2026, the Ministry of Foreign Affairs is promoting an overseas travel registration lottery, with prizes of up to NT$5,000 in vouchers; the Tourism Administration is also offering domestic travel subsidies, with weekday lodging and birthday bonuses providing discounts of up to NT$3,200 across multiple travel deals.

Facts

  • Original外交部領事事務局舉辦「出國登錄月月抽」活動,符合條件者有機會獲得最高5,000元Benefit Xpress福利即享券。
  • Original交通部觀光署推動國旅補助,提供本國籍自由行旅客平日住宿補貼與壽星專屬生日金,總計最高可享3,200元住宿費用折抵。
  • OriginalBenefit Xpress福利即享券等同現金,可用於7-11超商、台北101百貨、家樂福及全聯等全台萬家通路。
  • The Ministry of Foreign Affairs is encouraging the public to make use of its overseas travel registration service to improve emergency assistance abroad. Registration is strongly recommended for travel to areas with poor security or for solo trips.
  • The weekday lodging subsidy for domestic travel runs from September 1 to November 30, 2026, with subsidies of up to NT$2,000 on Taiwan’s main island.

Companies mentioned:交通部觀光署、外交部領事事務局、Benefit Xpress、7-11、台北 101 百貨、家樂福、全聯、遠東百貨、遠東SOGO百貨、統一時代百貨台北店、遠東巨城購物中心、大潤發、屈臣氏、王品集團、統一超商、波鴿、中華郵政

After Work International | A blue wave sweeps the U.S., leaving Trump a lame-duck president! Shih Chun-chi analyzes the “3 major impacts” on Taiwan: tariffs, AI and the Taiwan stock market—which will take the biggest hit?

Published ・ Source Taiwan | 風傳媒

Former Deputy Premier Shih Chun-chi analyzed the impact on Taiwan of the Democrats’ victory in the U.S. midterm elections, saying tariff commitments would be difficult to change and AI regulation would be shaped by state policies. He also predicted that Taiwan stocks would rebound after the election.

Facts

  • The U.S. midterm elections have ended, with Democrats winning more than half the seats in both chambers of Congress, leaving the president a lame duck.
  • The Taiwan-U.S. agreement stipulates that Taiwanese companies will invest US$250 billion in the United States, with the government providing an additional US$250 billion in credit guarantees.
  • Democratic candidate Gina Hinojosa is leading by a wide margin in the Texas gubernatorial race. Her platform includes restricting the expansion of data centers.
  • Over the past 42 years, the S&P 500 has risen about 15% in the six months after midterm elections.
  • The 10-year U.S. Treasury yield fell from above 5% to 4.91%.

Companies mentioned:風傳媒、摩根士丹利

Behind the scenes | Even Chiang Wan-an and Lee Sichuan are distancing themselves from her! Cheng Li-wun is furious as a battle to defend the KMT chairmanship begins

Published ・ Source Taiwan | 風傳媒

The KMT’s prospects in the 2026 elections are in turmoil, with chaotic nominations in areas including Changhua and Hsinchu and the threat of a breakdown in the blue-white alliance putting its base at risk. New party chair Cheng Li-wun has seen local candidates collectively distance themselves from her amid low favorability, laying bare an internal power struggle.

Facts

  • In the 2026 elections, the KMT central leadership has made a mess of its Changhua County magistrate nomination, while the blue-white alliance in Hsinchu County has fallen apart over the Zhubei issue.
  • The races in Changhua County, Hsinchu County, Chiayi City and Yilan County are considered extremely precarious.
  • New Taipei mayoral candidate Lee Sichuan is not leading by the wide margin expected and even appears at risk of being overtaken.
  • After September, Chiang Wan-an issued a forceful demand to seek re-election as Taipei mayor, raising concerns within the KMT.
  • Since Cheng Li-wun took over as KMT chair, both the party’s and her personal favorability ratings have continued to decline.
  • KMT candidates for county and city leadership are keeping Cheng Li-wun at arm’s length, distancing themselves from her and marginalizing her.

International Morning Briefing, Nov. 8 | Nvidia CEO Jensen Huang’s eldest daughter cancels South Korea visit the day before; U.S. military disables a merchant ship; 2 tankers catch fire after striking mines in the Strait of Hormuz; Aichi sees its first seismic intensity of upper 5 in 30 years, with more than 20 injured

Published ・ Source Taiwan | 風傳媒

Original輝達長女訪韓行程因家庭事由取消,正值其父涉間諜疑雲;美國對台140億軍售案因國會易主延宕;波蘭發生恐怖槍擊案;美伊在荷莫茲海峽軍事對峙升溫;黃之鋒再獲重刑。

Facts

  • Original輝達執行長黃仁勳的長女馬蒂森・黃原訂8日訪問南韓的行程,在7日晚間以「家庭事由」全面取消。
  • The Financial Times reported that the U.S. government believes Jensen Huang and Huang Le, an executive at Singapore data center company Megaspeed, were once romantically involved, and that Huang Le is suspected of being a Chinese spy.
  • A US$14 billion arms sale to Taiwan has been on hold since early 2026 and remains stuck with Trump even after Democrats flipped both chambers of Congress.
  • The U.S. Central Command disabled a merchant vessel that had docked at an Iranian port and was attempting to leave the area. Iran said the same day that 2 oil tankers caught fire after striking mines near the Strait of Hormuz.

Companies mentioned:輝達、NVIDIA、三星電子、SK海力士、現代汽車、LG電子、Megaspeed

Hsu Chien-hung column: New York Chinese Americans’ left-wing story through the Museum of Chinese in America

Published ・ Source Taiwan | 風傳媒

This article examines the history presented at the Museum of Chinese in America in New York and explores the complex relationship between left-wing groups that supported the Chinese Communist Party and traditional Chinese community organizations. It focuses on the leftward shift among working-class laundry workers and the background to community leaders such as Sze Mei-tang sympathizing with the Chinese Communist Party amid factional struggles.

Facts

  • The Museum of Chinese in America in New York covers Chinese people without U.S. citizenship and places particular emphasis on the history of Chinese left-wing groups and the labor movement.
  • Sze Mei-tang founded New York’s On Leong Tong. Early in his career, he supported Sun Yat-sen’s revolution and organized bodyguards to protect Sun.
  • New York has about 3,500 Chinese-owned laundries. These small businesses could not afford large-scale laundry equipment.
  • The Chinese Hand Laundry Alliance founded the pro-Yan’an Chinese-language newspaper The Chinese American Daily in 1940.
  • Lee Hee-ling was a key figure in the founding of New York’s On Leong Tong and had close ties to Tammany Hall, the Democratic Party machine that governed New York.
  • Sze Mei-tang broke with the Kuomintang because he resented Chiang Kai-shek’s handing of power to people from Zhejiang, not simply because of socialist ideology.
  • The claim that President Franklin D. Roosevelt and Sze Mei-tang worked together is considered baseless because they belonged to different factions of the Democratic Party.

Japan | 消防庁(15)

Damage caused by the earthquake centered in western Shizuoka Prefecture and response by fire departments and other agencies (Second report, updated R8.11.8)

Published ・ Source Japan | 消防庁

Original消防庁は令和8年11月8日、静岡県西部を震源とする地震(最大震度5強)の被害状況と対応について第2報を発表。愛知県知多市で震度5強を観測し、津波の心配なし。人的・住家被害は確認中。

Facts

  • Seismic intensity 5 upper
  • November 8, Reiwa 8
  • TEL 03-5253-7513

Companies mentioned:消防庁、気象庁、知多市消防本部

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.

Facts

  • Seismic intensity 5 lower

Companies mentioned:消防庁、気象庁

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.

Original令和8年10月21日からの大雨による被害及び消防機関等の対応状況(第6報・R8.11.2更新)

Published ・ Source Japan | 消防庁

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.

Facts

  • 1 death
  • Report No. 6

Original令和8年台風第25号、第26号及び前線による被害及び消防機関等の対応状況(第25報・R8.10.5更新)

Published ・ Source Japan | 消防庁

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.

Facts

  • Total 17
  • 414 419 1,216 189 2,297
  • 414 424 1,259 248 2,412
  • 1,259 248 2,412
  • 3 1 484 1,029

Companies mentioned:消防庁災害対策本部、消防庁災害対策室、消防研究センター、国民保護・防災部、千葉市消防局、市川市消防局、松戸市消防局、横須賀市消防局、長生郡市広域市町村圏組合消防本部、夷隅郡市広域市町村圏事務組合消防本部、安房郡市広域市町村圏事務組合消防本部、印西地区消防組合消防本部、佐倉市八街市酒々井町消防組合消防本部、山武郡市広域行政組合消防本部

Original十勝岳の火山活動による被害及び消防機関等の対応状況(第2報・R8.10.16更新)

Published ・ Source Japan | 消防庁

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.

Facts

  • Eruption alert level 2
  • Eruption alert level 3
  • Reiwa 8
  • Sept. 12
  • Oct. 16
  • TEL 03-5253-7527

Companies mentioned:消防庁、気象庁、北海道

Original令和8年8月27日からの大雨、令和8年台風第24号及び前線による大雨被害及び消防機関等の対応状況(第35報・R8.9.18更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Original台風第18号による被害及び消防機関等の対応状況(第3報・R8.9.4更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • of which
  • Serious injuries
  • Minor injuries
  • Total
  • Completely destroyed
  • Half-destroyed
  • Original【鹿児島県】8月25日 9時00分 災害対策本部 設置 → 8月26日18時30分 廃止
  • Original【沖 縄 県】8月24日 9時00分 災害対策本部 設置 → 8月27日13時00分 廃止
  • Original8月25日 13時00分 応急対策室長を長とする消防庁災害対策室を設置(第1

Companies mentioned:鹿児島県、沖縄県、消防庁

Original茨城県南部を震源とする地震による被害及び消防機関等の対応状況(第6報・R8.8.31更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Maximum seismic intensity: lower 5

Companies mentioned:茨城県、埼玉県、千葉県、東京都、神奈川県、消防庁

Damage from a ship fire in Shizuoka City, Shizuoka Prefecture, and the response of fire-fighting agencies and others (Report No. 2)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Human casualties: 10 (1 dead, 6 moderately injured, 3 slightly injured)
  • Ship damage: approx. 6 ㎡ partially burned

Companies mentioned:株式会社 カナサシ重工

Original阿蘇山の火山活動による被害及び消防機関等の対応状況(第2報・R8.9.1更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Volcanic alert level 2 (restrictions around the crater)
  • Volcanic alert level 3 (restrictions on entering the mountain)
  • Original令和8年9月1日(火)16時00分

Companies mentioned:気象庁、熊本県、消防庁

Original令和8年8月千葉豪雨による被害及び消防機関等の対応状況(第20報・R8.9.9更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Deaths
  • Injured

Companies mentioned:千葉県、千葉市、市川市、船橋市、松戸市、佐倉市、習志野市、柏市、市原市、八千代市、鎌ヶ谷市、四街道市、白井市、我孫子市、印西市、東金市、八街市、茂原市、大網白里市、長柄町、白子町、山武市、九十九里町、埼玉県、いすみ市、消防庁

Original令和8年台風第15号による被害及び消防機関等の対応状況(第4報・R8.8.17更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Human casualties, housing damage: Prefecture, Deaths, of which disaster-related deaths, Missing persons, Injured persons (serious, minor, subtotal), Total, Completely destroyed, Half-destroyed, Total, Flooded above floor level, Flooded below floor level, Partially damaged. Persons, persons, persons, persons, persons, persons, persons, buildings, buildings, buildings, buildings, buildings, buildings. 岩手県 2 2 2 福島県 1 1 茨城県 5 5 5 2 2 栃木県 1 1 1 73 73 埼玉県 1 1 1 1 1 Total 9 9 9 1 76 77

Companies mentioned:岩手県、福島県、茨城県、栃木県、埼玉県、宮城県、新潟県、消防庁

Original令和8年台風第13号による被害及び消防機関等の対応状況(第6報・R8.8.17更新)

Published ・ Source Japan | 消防庁

Summary not yet available

Facts

  • Deaths
  • Injured
  • Disaster-related deaths

Companies mentioned:鹿児島県、沖縄県、消防庁

Original令和8年熊本地震による被害及び消防機関等の対応状況(第66報.R8.10.5更新)

Published ・ Source Japan | 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

Companies mentioned:消防庁、消防庁応急対策室、消防研究センター、緊急消防援助隊

Taiwan | 中央研究院(10)

Original中研院藝文活動〉鞋子兒童實驗劇團:卡達

Published ・ Source Taiwan | 中央研究院

Original中研院將於2026年12月4日舉辦鞋子兒童實驗劇團《卡達》演出,該劇講述環保冒險故事,免費入場需報名。

Facts

  • December 4, 2026
  • 70 minutes
  • Ages 3 and up
  • 1987
  • 1985
  • 2006 to 2009

Companies mentioned:中研院、鞋子兒童實驗劇團、成長文教基金會、光啟社、國立故宮博物院、國家通訊傳播委員會、經濟部能源署、國立臺灣師範大學

Call for Entries〉“Science in Shorts 2027” Science Communication Short Video Competition

Published ・ Source Taiwan | 中央研究院

Nature Awards, part of Springer Nature, is holding the global “Science in Shorts 2027” science communication short video competition, inviting researchers with specified qualifications to introduce their research in 1-minute English-language vertical videos. Each video will receive prize money of 5,000 euros, and the submission deadline is December 2, 2026。

Facts

  • 1 minute
  • Up to 10 videos
  • 5,000 euros
  • August 12, 2024
  • July 2027
  • December 2, 2026

Companies mentioned:Springer Nature、Nature Awards、Nature

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

Registration now open〉“中研講堂” heads to Keelung! Seeing Taiwan’s environmental changes, history and future through the ocean

Published ・ Source Taiwan | 中央研究院

Original中央研究院115年「中研講堂」跨縣市演講基隆場將於11月19日在國立臺灣海洋大學登場,邀請陳鎮東院士、林玉茹研究員及林千翔副研究員分享海洋科學、歷史與生物學相關研究成果,活動即日起開放報名。

Facts

  • 115
  • Nov. 19
  • 1:10 to 3:05 p.m.

Companies mentioned:中央研究院、國立臺灣海洋大學

Leadership handover at Academia Sinica's 資訊服務處:Thanking Director 陳伶志 for nearly 10 years of dedicated service; Director 王協源 takes over

Published ・ Source Taiwan | 中央研究院

Original中央研究院資訊服務處舉行處長交接茶會,感謝陳伶志處長近10年貢獻,由王協源處長接任。

Facts

  • Today (3)
  • 2005
  • October 2017
  • January 2018
  • 2025
  • 1999
  • 2000
  • 2024
  • Since 2021

Companies mentioned:中央研究院、資服處、資訊服務處、美國加州大學洛杉磯分校、UCLA、本院資訊科學研究所、教育部、台灣人工智慧學校、國際科學與技術資料委員會中華民國委員會、國立陽明交通大學、資訊科技創新研究中心、史丹佛大學

6 researchers at our institute receive the 115年度「吳大猷先生紀念獎」

Published ・ Source Taiwan | 中央研究院

6 researchers at our institute received the 115年度「吳大猷先生紀念獎」, awarded by 國家科學及技術委員會. Each recipient receives NT$600,000 in prize money.

Facts

  • A total of 45 people received the award in 115年度
  • Prize money of NT$600,000

Companies mentioned:國家科學及技術委員會、歷史語言研究所、應用科學研究中心、民族學研究所、生物多樣性研究中心、物理研究所、經濟研究所

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

Event record〉José Manuel Barroso visits the institute: symposium on "Geopolitics, a Peaceful Opportunity for the Development of the EU and Asian Countries"

Published ・ Source Taiwan | 中央研究院

José Manuel Barroso, former Prime Minister of Portugal and former President of the 歐盟執行委員會, visited 中央研究院 to take part in an academic symposium on the "Taiwan Bridge Project," jointly organized by the 政治學研究所 and the 世界和平基金會. Barroso shared his experiences as Prime Minister of Portugal, President of the European Commission, and Chair of the Board of 全球疫苗免疫聯盟, and held in-depth exchanges with scholars from within and outside the institution on topics including Portugal's democratic transition, coordination mechanisms in EU-China relations, the impact of the Trump administration on US-Europe relations, the challenge of extremist forces to European democracy, a geopolitical analysis of the Russia-Ukraine war, and the implications of the situation across the Taiwan Strait and European integration.

Facts

  • The academic symposium was held on Monday, Oct. 19, 2026
  • About 60 scholars in fields including political science, economics, sociology, and law took part in the symposium
  • Barroso, then just 18 years old, joined the anti-authoritarian movement out of dissatisfaction with restrictions on political freedom
  • and in 2012, together with the President of the 歐洲理事會, accepted the Nobel Peace Prize on behalf of the European Union
  • Barroso also served as Chair of the Board of 全球疫苗免疫聯盟 (Gavi, the Vaccine Alliance) from 2021 to 2025
  • In 1974, Portugal's "Carnation Revolution" (Carnation Revolution) broke out
  • He looked back on his experience of serving ten years as President of the European Commission
  • Barroso recalled a conversation in 2008 with then US President George Walker Bush (George Walker Bush) during the 二十國集團 (G20) summit

Companies mentioned:中央研究院、政治學研究所、世界和平基金會、葡萄牙天主教大學、國立臺灣大學、國立政治大學、普林斯頓大學、全球疫苗免疫聯盟、Gavi, the Vaccine Alliance、歐盟執行委員會、歐洲理事會、歐盟理事會、歐洲議會、二十國集團

Applications are open for the 116 academic-year doctoral admissions of the Academia Sinica's International Graduate Program (TIGP)

Published ・ Source Taiwan | 中央研究院

Applications are open for the 116 academic-year doctoral admissions of the Academia Sinica's International Graduate Program (TIGP), which offers 14 doctoral programs. The application period runs from Nov. 1, 115 to Feb. 1, 116, and no application fee is charged.

Facts

  • Academic year 116
  • 14 programs
  • Nov. 1, 115
  • Feb. 1, 116

Former Chair of the Nobel Committee for Chemistry and President of the 瑞典皇家科學院 Sven Lidin visits Academia Sinica

Published ・ Source Taiwan | 中央研究院

Sven Lidin, President of the 瑞典皇家科學院, visited Academia Sinica and met with President Chien-Jen Chen and several academic and research leaders, focusing on cooperation in glycoscience, proteomics, and precision medicine, and sharing international experience in research governance.

Facts

  • Oct. 25 to 28
  • 1739
  • July 2025
  • Original逾九成

Companies mentioned:中央研究院、瑞典皇家科學院、臺灣大學、清華大學、瑞典隆德大學、斯德哥爾摩大學

Taiwan | 鉅亨網(7)

Changhua waited 20 years! Taiwan Route 76 opens in full; Premier Cho: A key piece in building the “Central Taiwan Precision Smart Hub”

Published ・ Source Taiwan | 鉅亨網

Premier Cho Jung-tai presided over the opening ceremony for the entire Taiwan Route 76. The project took 20 years and cost tens of billions of New Taiwan dollars. It aims to connect major expressways in central Taiwan, strengthen industrial logistics, disaster resilience and medical referrals, and advance the development of a Central Taiwan Precision Smart Hub.

Facts

  • Premier Cho Jung-tai presided over the opening ceremony for the entire Taiwan Route 76 extension project yesterday (the 7th).
  • The Taiwan Route 76 extension project took 20 years of planning and construction, with a total budget in the tens of billions.
  • With the entire Taiwan Route 76 open, it will connect with West Coast Expressway Taiwan Route 61, Taiwan Route 19, National Freeway 1 and National Freeway 3.
  • Taiwan Route 76 will connect Fangyuan Industrial Park, the Central Taiwan Science Park’s Erlin campus and the Erlin Precision Machinery Park.
  • Changhua Christian Hospital is the only medical center serving Changhua, Nantou and Yunlin counties.
  • Three key features of the Taiwan Route 76 project are its sponge-like green corridor, people-friendly environment and green route.
  • Changhua County Magistrate Wang Hui-mei once submitted 11 major local development requests to the Executive Yuan, including the development of the Yuanlin Bicycle Industry Park.

Original期中選舉只是AI熱潮最後一根稻草?摩根大通揭循環融資風險

Published ・ Source Taiwan | 鉅亨網

Original美國期中選舉後,AI產業鏈的循環融資風險引起市場關注,摩根大通指出資金鏈可能反轉,避險基金面臨壓力,市場情緒轉弱。

Facts

  • Hyperscale cloud providers are raising funds through capital markets to finance their AI investments, driving capital toward the supply chain.

Companies mentioned:摩根大通、Meta、Marvell Technology、Lumentum、CoreWeave

Original美光預估本益比僅3.8倍!標普倒數第三 多空激辯:撿便宜還是景氣循環陷阱?

Published ・ Source Taiwan | 鉅亨網

Original美光預估本益比僅3.8倍,引發市場關於AI需求是否放緩及獲利能否持續的多空激辯。看多派強調長約與現金流優勢,看空派則擔憂景氣循環與政治風險。

Facts

  • Original美光未來12個月預估本益比僅3.8倍,為標普500指數中本益比最低的股票之一,排名倒數第三。
  • Original美光股價已較6月創下的高點下跌近50%。
  • Original美光最近一季的調整後自由現金流達330億美元。
  • Original好市多(Costco)的預估本益比約46倍。
  • Original美光與客戶簽訂的長約讓其業務展望截至2029年具有極高能見度。
  • Original美光預定下個月解除庫藏股限制,準備向股東回饋大筆現金。

Companies mentioned:美光、Wedbush、Direxion、Gabelli Funds、MarketVector Indexes、Baird、好市多、SK海力士、三星電子

Original大盤重挫別慌!雲端龍頭在手訂單破 1.8 兆美元,AI伺服器供應鏈築起防震牆

Published ・ Source Taiwan | 鉅亨網

U.S. cloud service providers have more than US$1.8 trillion in orders, benefiting the AI server supply chain as demand for computing power expands and new architectures ramp up. Taiwanese companies’ fourth-quarter revenue is forecast to grow quarter over quarter, and leading contract manufacturers offer significant investment value.

Facts

  • The latest orders on hand at U.S. cloud giants have exceeded US$1.8 trillion.
  • The share of TPU racks is expected to rise sharply starting in 2027.
  • Original技嘉在AI伺服器放量下毛利率維持雙位數高檔。
  • Emerging cloud providers such as xAI, Nscale and Lambda are signing large numbers of long-term contracts to build out hardware.
  • Even as Taiwanese companies face a transition between new and old platform generations, overall fourth-quarter revenue is still expected to maintain quarter-over-quarter growth.

Companies mentioned:Anthropic、Google、AWS、xAI、Nscale、Lambda、陳智霖分析師APP、凱旭投顧、鴻海、技嘉、廣達、緯穎、仁寶、Dell

Frequency component makers' operations and profitability improve; following 安碁, 台嘉碩 and 泰藝 will issue CBs to raise funds

Published ・ Source Taiwan | 鉅亨網

Frequency component makers 晶技, 台嘉碩 and 泰藝 are expected to see improved profitability in 2026. 台嘉碩 and 泰藝 plan to issue CBs to raise a combined total of more than NT$1 billion.

Facts

  • 晶技(3042-TW) posted earnings per share of NT$5.04 in the first 3 quarters of 2026.
  • Original台嘉碩(3221-TW)擬發行無擔保可轉換公司債自市場募集約3.57億元。
  • Original泰藝(8289-TW)擬發行無擔保可轉換公司債4億元。
  • Original安碁(6174-TW)已完成以發行CB籌資3.06億元。
  • 泰藝 posted after-tax net income of NT$44.68 million in the third quarter of 2026.
  • 台嘉碩 currently has 6 low Earth orbit satellite customers, 3 of which have begun shipments.
  • Automotive products account for about 52% of 安碁科技's revenue.

Companies mentioned:晶技、台嘉碩、泰藝、安碁

川湖 poised to benefit from Vera Rubin mass production and adoption of peripheral racks for rail systems; profit momentum looks promising in 2027

Published ・ Source Taiwan | 鉅亨網

Original本土法人發布報告指出,伺服器導軌廠川湖(2059-TW)受惠於2027年Vera Rubin量產及周邊機櫃導入,預期量價齊揚。儘管短期受缺料影響,但長線獲利動能強勁,毛利率維持高位。

Facts

  • 川湖(2059-TW) is set to enter the Vera Rubin mass production cycle in the first half of 2027. The adoption of peripheral racks is expected to drive growth in both volume and prices for high-end rails.
  • 川湖's full-year gross margin is forecast to remain above 八成五 in both 2026 and 2027.
  • 川湖's Houston, Texas, plant began shipping to its first customers in September to October 2026.
  • 川湖's second plant is expected to begin production in the second half of 2027.
  • 川益's phases 3 and 5 are expected to break ground in 2027 and be completed between the end of 2029 and 2030.
  • The rail mechanism design for some power supply and CPU applications is even more complex than for GPU applications.
  • 川湖's profits are still expected to grow by multiples this year and next.

Companies mentioned:川湖、川湖(2059-TW)、本土法人

Cracks emerge in AI infrastructure financing! A US$500 million data center loan put up for sale in a package, involving OpenAI's Stargate project

Published ・ Source Taiwan | 鉅亨網

Original荷蘭國際集團(ING)計畫出售約5億美元的資料中心貸款組合,涉及OpenAI、軟銀及甲骨文的「星際之門」計畫。甲骨文發出不可抗力通知,反映市場對AI基建融資疑慮升高及相關企業面臨賣壓。

Facts

  • ING has put about 12 loans up for sale through a bidding process, with bids due by November 19.
  • Original甲骨文已向新墨西哥州資料中心的開發商發出不可抗力通知。
  • The combined market capitalization of S&P 500 constituents has fallen by more than US$3 trillion.
  • Each bid must be at least US$10 million.

Companies mentioned:荷蘭國際集團、ING、OpenAI、軟銀、甲骨文、ORCL-US、Vantage Data Centers、CyrusOne、輝達、NVDA-US、微軟、MSFT-US、CoreWeave、CRWV-US、Digital Realty、DLR-US、Equinix、EQIX-US、Applied Digital、APLD-US、Cipher Digital、CIFR-D、Iris Energy、IREN-US、彭博

Taiwan | 國家災害防救科技中心(2)

Original寶山第二水庫(放水至 石井溪):自由溢流(新竹市,新竹縣)

Published ・ Source Taiwan | 國家災害防救科技中心

Original水利署發布寶山第二水庫向石井溪自由溢流之更新訊息,影響新竹縣寶山鄉、峨眉鄉及新竹市東區、北區、香山區,提醒沿岸民眾注意並遠離河床。

Facts

  • Effective time: 2026-11-08T07:08:40
  • Expiration time: 2026-11-08T10:09:00

Companies mentioned:水利署

Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, New Taipei City, Taichung City, Taitung County, Penghu County)

Published ・ Source Taiwan | 國家災害防救科技中心

Original中央氣象署發布陸上強風特報(黃色燈號),指出2026年11月8日清晨至晚上,蘭嶼、綠島及新北市、臺中市、屏東縣、澎湖縣局部地區有平均風6級以上或陣風8級以上發生機率。

Facts

  • Average winds of scale 6 or above
  • Gusts of scale 8 or above

Companies mentioned:中央氣象署

Taiwan | 公開資訊觀測站(1)

Chang Yao Real Estate (3489): Announces that the company name has changed from “森寶開發股份有限公司” to “長耀地產投資股份有限公司.” Announcement period: from 115年11月4日 to 116年2月3日.

Published ・ Source Taiwan | 公開資訊觀測站

Summary not yet available

Taiwan | 中華民國醫師公會全國聯合會(1)

[Press Release] The Forever “Bridge Builder”: President Lai Ching-te Presents Chen Chih-hung with a Lifetime Medical Dedication Award

Published ・ Source Taiwan | 中華民國醫師公會全國聯合會

Summary not yet available

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