Day After Huang Admits Affair, Reuters: Momentum Grows for 3 China Chip Bills; White House Stance Key
Published ・ Source Taiwan | 鉅亨網
The scandal over 輝達 CEO Jensen Huang’s affair has intensified, while espionage allegations have drawn congressional attention. Three bipartisan bills restricting China’s access to AI chips are gaining momentum for inclusion in the 2027 fiscal year NDAA, with White House support key to their prospects.
Facts
Huang admitted being unfaithful to his wife and apologized. Huang Le, a former executive at a Singapore data center operator with close ties to him, is suspected of being a Chinese spy.
The chances are growing that three bipartisan bills restricting China’s access to AI chips will be included in and pass as part of the 2027 fiscal year NDAA.
The AI Oversight Act would give Congress oversight authority over exports of advanced AI chips.
The Chip Security Act would require companies to track where chips go in order to combat smuggling.
The MATCH Act seeks to persuade U.S. allies to restrict exports of more chipmaking equipment to China.
Sen. Elizabeth Warren, a Massachusetts Democrat, and Sen. Jim Banks, an Indiana Republican, urged Congress to pass key legislation in the NDAA.
The Information Technology Industry Council believes the bill could weaken the competitiveness of U.S. companies.
Companies mentioned：輝達 (NVIDIA)、Megaspeed、資訊技術產業協會(Information Technology Industry Council)
鼎基 October revenue hits a record for the same period as demand from automotive applications remains strong
Published ・ Source Taiwan | 鉅亨網
鼎基(6585-TW) reported October revenue of NT$287 million, up 37% year over year, mainly benefiting from strong demand for high-end protective films for automotive applications. Revenue for the first 10 months approached last year's full-year level, and the outlook for the fourth quarter is cautiously optimistic.
Facts
鼎基 October revenue hit a record for the same period, reaching NT$287 million, up 18.1% month over month and 37% year over year.
鼎基 revenue for the first 10 months totaled NT$2.762 billion, up 18.6% year over year.
鼎基 revenue from high-end protective films for automotive applications grew by double digits month over month and doubled year over year.
鼎基 medical application customers are gradually returning to placing orders, with orders already scheduled through the second quarter of next year.
鼎基 electronic products made a limited contribution to October revenue as shipments were timed to meet customer schedules.
Jensen Huang's spy-linked mistress is outrageous! Former CCTV colleague confirms: She stood out even back then
Published ・ Source Taiwan | 鉅亨網
Nvidia CEO Jensen Huang has become embroiled in an infidelity scandal and apologized to employees. Influencer Hu Tsai-ping revealed that the woman involved, Huang Le, had ties to Chinese state media and shareholdings in companies linked to Zhongnanhai; a former CCTV reporter also confirmed her special status.
Facts
Nvidia CEO Jensen Huang sent an internal letter to all employees on Sunday the 8th, publicly admitting that he had been unfaithful to his wife and apologizing.
Finance influencer Hu Tsai-ping said the woman involved, Huang Le (Alice Huang), worked for years as a television reporter at Chinese state media before becoming CEO of MegaSpeed.
Former CCTV reporter Bai Jie confirmed in a Weibo post that Huang Le had once been her office colleague, and remarked on her extraordinary background.
The U.S. Department of Commerce used LinkedIn photos to identify the setting of a meeting between Jensen Huang and Huang Le, and is investigating related smuggling cases.
U.S. and Iran reportedly reach deal on Iranian uranium enrichment! Talks said to be making progress, oil prices fall nearly 8%, Trump says there is no need to strike Iran for now
Published ・ Source Taiwan | 鉅亨網
The U.S. and Iran have reportedly reached a deal on uranium enrichment, sending oil prices sharply lower. Trump said military action was not needed for now, as tensions in the Middle East eased.
Facts
Reports of progress in U.S.-Iran talks widened losses in global oil prices, with Brent crude futures falling below $90.60 a barrel.
Trump met with Qatar's Prime Minister Mohammed at the White House to discuss Iran and efforts to advance U.S.-Iran talks.
Trump said there was no need to take military action against Iran at present, adding that an opportunity to bring the Middle East situation to a close had emerged.
The U.S. naval blockade of Iran and a new land blockade remain in place, while the U.S. military maintains its state of readiness.
Key U.S. stock market news summary, November 10, 2026
Published ・ Source Taiwan | 鉅亨網
輝達 shares fell more than 4% against the broader market after its general counsel became involved in a chip-smuggling investigation and CEO Jensen Huang was caught up in a spy scandal, prompting an independent investigation; meanwhile, Democrats who control the Senate blocked Trump's Fed personnel picks.
Facts
輝達's board has launched an independent investigation to determine whether CEO Jensen Huang was ever targeted by a foreign intelligence operation.
U.S. President Trump said he trusted 輝達 CEO Jensen Huang and disclosed that the Federal Bureau of Investigation (FBI, 聯邦調查局) was investigating a Chinese woman with close ties to Huang over alleged espionage.
Democrats won a Senate majority in the midterm elections and will block Trump's preferred Fed nominee, making it harder for him to change the central bank's policy direction.
Bloomberg, citing people familiar with the matter, reported that 輝達 general counsel Ted had intervened in a U.S. government investigation into alleged AI chip smuggling by Singapore data center operator Megaspeed.
U.S. tech stocks suffer their worst plunge since the dot-com bubble! Is this a mid-slope dip or the bottom? Taiwan stock-picking strategies as 'value emerges'!
輝達 falls below $180! Mysterious large trade bets $47 million on a rebound
Published ・ Source Taiwan | 鉅亨網
輝達 shares fell on Monday, but amid an investigation involving CEO Jensen Huang, a large trade with $47 million in net premiums emerged. The trader used a call spread strategy to bet on a rebound in the stock before next February, aiming to reduce costs and increase Delta exposure by taking advantage of high volatility.
Facts
輝達 (NVDA) shares fell 4.27% on Monday, closing at $178.67.
A trader spent about $57 million to buy 52,000 call options expiring on February 19, 2027, with a strike price of $195.
At the same time, the trader sold the same number of call options expiring on the same date with a strike price of $245, collecting about $10 million in premiums.
The purchase of the $195 calls was the largest options trade by value across the market on Monday.
SpotGamma estimates that the trader may have closed out an existing call spread worth about $42 million.
Jensen Huang caught up in a sex scandal! Foreign media report 輝達 general counsel intervened in U.S. Commerce Department probe; 50,000 chips underreported
Published ・ Source Taiwan | 鉅亨網
Foreign media reported that 輝達's general counsel intervened in the U.S. Department of Commerce investigation into Megaspeed's alleged AI chip smuggling and raised concerns about the detention in Singapore of Huang Le, a central figure in the Jensen Huang scandal. The report also revealed that 輝達 underreported 50,000 chips sold to Megaspeed, raising concerns about interference in the investigation.
Facts
輝達 general counsel Ted called Commerce Department Undersecretary Kessler to inquire about the Megaspeed investigation and Huang Le's detention in Singapore.
In inventory information submitted to the U.S. government, 輝達 underreported by 50,000 the number of chips sold to Megaspeed.
After Ted contacted them, BIS personnel were barred from publicly discussing Megaspeed, and all requests related to 輝達 had to be approved by Kessler.
Megaspeed remains an officially certified cloud partner of 輝達, despite its largest landlord having terminated its lease.
Jensen Huang admitted to an affair, which is being investigated by 輝達's board; Huang Le is at the center of the scandal.
Anthropic reportedly to begin Nasdaq IPO roadshow Tuesday, aims to ring the bell before Thanksgiving
Published ・ Source Taiwan | 鉅亨網
Anthropic could begin its IPO roadshow as soon as Tuesday, aiming to list on Nasdaq before Thanksgiving. Its valuation has been revised down to $1.1-$1.3 trillion, amid concerns over growth, regulation and safety, but it remains in the spotlight as a scarce asset.
Facts
Anthropic could begin its IPO roadshow as soon as Tuesday (the 11th).
Anthropic aims to list on the Nasdaq Global Select Market before U.S. Thanksgiving on November 26.
Anthropic's IPO is intended to surpass SpaceX's record of $86.2 billion set last year.
Some potential investors have recently discussed a range of $1.1 trillion to $1.3 trillion.
Retail investors could be allocated up to 20% of the offering.
Will Anthropic IPO on schedule? Cooling AI investment frenzy puts $2 trillion valuation at risk
Published ・ Source Taiwan | 鉅亨網
Anthropic’s planned IPO before Thanksgiving may be delayed or valued lower amid worsening market conditions. With the AI investment frenzy cooling and tech stocks under selling pressure, the market expects its $2 trillion valuation may be out of reach, leaving only about a 57% chance of a listing before December.
Facts
Anthropic had $95.6 billion in cash on its books as of September 30.
Anthropic has signed computing and infrastructure agreements totaling as much as $895.4 billion.
Anthropic’s third-quarter revenue was about $17 billion, up 47% from the previous quarter.
Anthropic’s quarterly revenue growth reached 144% in the second quarter, before falling to 47% in the third quarter.
Polymarket data shows about a 57% chance that Anthropic will go public before December.
Anthropic must pay $69.8 billion under agreements it has signed by the end of September next year.
Potential IPO investors believe Anthropic’s valuation could be revised down to nearly $1 trillion.
Companies mentioned：Anthropic、Seaport Research Partners、Deep33、SpaceX、亞馬遜、Alphabet、微軟
Revenue Flash - November 10, 2026: October Revenue Roundup for Major Taiwan-listed Companies (112 Added)
Published ・ Source Taiwan | 鉅亨網
October revenue data for 126 major Taiwan-listed companies was released on November 10, 2026. 華建 led with year-over-year growth of 2703.9%, while 南亞科, 南港 and others in the semiconductor and rubber sectors posted strong results, reflecting robust growth across the market.
Facts
As of November 10, 2026, a total of 126 major companies with capital of more than NT$5 billion had released their October revenue figures.
華建 ranked first in October revenue growth year over year, with an increase of 2703.9%.
鴻華先進-創 ranked second in October revenue growth year over year, with an increase of 1346.1%.
南亞科 ranked third in October revenue growth year over year, with an increase of 487.7%.
華建 ranked first in October revenue growth month over month, with an increase of 7546.4%.
Among major companies that have reported October revenue, 66 posted year-over-year revenue growth of more than 25%.
矽統 ranked third in October revenue growth month over month, with an increase of 43.3%.
Dow swings by more than 1,000 points for the 3rd time in 4 days; elevated VXN warns that U.S. stock volatility is not over
Published ・ Source Taiwan | 鉅亨網
U.S. stocks surged on Monday, with the Dow jumping more than 1,000 points in a single day, setting a record for frequent large swings since the early days of the 2020 pandemic. Although easing tensions in the Middle East drove oil prices lower and lifted multiple sectors, 輝達 fell against the trend amid a board investigation. The VXN index, which reflects volatility in tech stocks, also remained elevated, indicating that market volatility risks have not abated.
Facts
The Dow Jones Industrial Average rose more than 1,000 points on Monday (the 9th), marking the third daily move of more than 1,000 points in the past four trading days.
The market capitalization of S&P 500 constituents rebounded by about $1.5 trillion in a single day, the largest increase since March 30.
輝達 fell 4.27% against the trend, bringing its cumulative loss over the past month to about 22%.
The VXN, based on the Nasdaq-100 Index, fell 14.84% on the same day but remained near 34.
The U.S. national average gasoline price fell below $4 per gallon on Monday.
A total of 432 S&P 500 constituents rose, the most in a single day this year.
Trump meets Qatar’s prime minister, signaling a ceasefire: glimmer of hope for an end to the U.S.-Iran war; U.S. military remains on alert; Iran says 7 conditions must be met
Published ・ Source Taiwan | 鉅亨網
Trump met Qatar’s Prime Minister Mohammed at the White House on the 9th, signaling a de-escalation in the U.S.-Iran war. The two sides discussed nuclear weapons and lifting the maritime blockade, while Iran insisted on 7 conditions. The visit underscored the emphasis on a diplomatic solution, and oil prices plunged.
Facts
Trump met Qatar’s Prime Minister Mohammed at the White House on the 9th, signaling a de-escalation in the U.S.-Iran war.
Washington has accepted in principle that Iran may maintain 3.67% low-enriched uranium on its territory, and has discussed having a third country help handle highly enriched uranium.
Iran insists that the U.S. fulfill its commitments before negotiations and has set out 7 conditions that must be met.
After the announcement, international oil prices plunged nearly 6%; Brent fell below $97, its lowest level since August.
Trump said 3 aircraft carrier strike groups have been deployed in the Middle East and that Iran’s missile and drone production capacity has fallen sharply.
When will the semiconductor stock selloff end? Bank of America sees a bottom in early 2027 and outlines 3 investment scenarios
Published ・ Source Taiwan | 鉅亨網
Bank of America analysts said the semiconductor stock selloff could continue into early 2027 as markets worry about slowing AI capital spending. Valuations are near historical lows, and the analysts outlined 3 investment scenarios.
Facts
The Philadelphia Semiconductor Index fell from its June 22, 2026, peak of 14,634 points and was down 38% as of November 5, at 9011 points.
The SOX Index currently has an estimated price-to-earnings ratio of about 13.7 times, below the S&P 500’s 17.7 times, leaving semiconductor stocks at an approximately 22% discount to the broader market.
If companies merely maintain their current spending pace, actual capital spending in 2027 will be about 23% below market expectations.
If AI capital spending in 2027 is 20% below market expectations, AI semiconductor revenue could face more than 20% downside pressure, and EPS could be revised down by 35% to 40%.
Bank of America outlined 3 market scenarios. In the base case, it estimates semiconductor stocks face about 10% downside risk and could bottom in the first quarter of 2027.
Barron’s analysis: Why would Jensen Huang stepping down hurt 輝達 more than an affair?
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang admitted to an affair and is being investigated by the board. If he steps down, the lack of a clear successor could pose an even greater risk to the share price.
Facts
輝達 CEO Jensen Huang told the board he had an intimate relationship with Huang Le, a former senior executive at Singapore data center operator Megaspeed.
輝達 shares plunged more than 4% on Monday, while 超微 and 博通 shares surged about 13% and 9%, respectively.
Melius Research analyst Ben Reitzes said he had originally expected Jensen Huang to remain at the helm for at least another 10 years and that he sees no clear successor.
Could 特斯拉 be dropped from the Magnificent Seven? SpaceX could replace it, with the two companies’ combined valuation potentially reaching $4 trillion
Published ・ Source Taiwan | 鉅亨網
巴隆周刊 said 特斯拉 could lose its place in the Magnificent Seven because of gaps in its financial metrics, with SpaceX a potential replacement. The market is speculating that the two companies could merge, giving the combined company a valuation of up to $4 trillion.
Facts
特斯拉 currently trades at a price-to-earnings ratio of about 180 times its estimated earnings for the next 12 months, compared with an average of about 22 times for the other members of the Magnificent Seven.
SpaceX’s Starlink business posted an operating margin of 45% in the third quarter and had more than 1,300萬 customers.
If 3 SpaceX shares were exchanged for 1 特斯拉 share, the combined company would have a fully diluted valuation of about $4 trillion.
Musk said in October that the boards of the two companies were evaluating a merger plan.
三笠製薬 “Loxoprofen Na Tape 50mg, 100mg ‘三笠’” — Recall
Published ・ Source Japan | 消費者庁
三笠製薬 carried out a recall of Loxoprofen Na Tape 50mg and 100mg “三笠” because a degradation product exceeded the approved specifications. The response began on November 06, 2026.
ADATA (3260): Announces company decision to cancel share buyback
Published ・ Source Taiwan | 公開資訊觀測站
威剛科技股份有限公司 announced that it had decided to cancel its share buyback due to regulatory restrictions, a decision subsequently ratified by the board.
Facts
115/11/10
Companies mentioned：威剛科技股份有限公司、中華民國證券商業同業公會
Original link pending
長耀地產(3489): Announcement that the company's name has been 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: November 4, 115 to February 3, 116
Published ・ Source Taiwan | 公開資訊觀測站
長耀地產投資股份有限公司, formerly known as 森寶開發, announced that its name-change notice period will run from Nov. 4, 115年, through Feb. 3, 116年. Its stock code will remain 3489.
Facts
3489
Nov. 4, 115
Original民國115年11月03日
Original民國115年09月29日
Companies mentioned：長耀地產投資股份有限公司、森寶開發股份有限公司、Ever Glory Real Estate Investment Co., Ltd.、經濟部、財團法人中華民國證券櫃檯買賣中心
德宏 (5475) announced details of its year 115 cash capital increase, including the subscription record date of 115/11/22, an issue price of NT$140 per share, and the use of proceeds.
Facts
NT$120,000,000
12,000,000 common shares
NT$140
10%
1,200,000 shares
80%
9,600,000 shares
Companies mentioned：德宏、臺灣中小企業銀行中壢分行、華南商業銀行中壢分行
Original link pending
Taiwan | 國家災害防救科技中心（3）
Major fire incident alert (Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
內政部消防署 issued a notice on a major fire in Hukou Township, Hsinchu County. The case has been closed, and the public is advised to stay away from the warning area.
水利署 issued an updated notice that water is freely overflowing from Baoshan Second Reservoir into the Shijing River, affecting Baoshan and Emei townships in Hsinchu County and the East, North, and Xiangshan districts of Hsinchu City. Residents along the river are urged to take care and stay away from the riverbed.
Strong Wind Advisory for Land (Yellow Signal) (Hualien County, Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, New Taipei City, Hsinchu City, Hsinchu County, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a Strong Wind Advisory for Land (Yellow Signal), warning that strong northeasterly winds are likely in several counties and cities from the morning through the evening of the 10th, with average winds of force 6 or above or gusts of force 8 or above. The public is advised to take care outdoors and slow down when driving.
The Bank of Japan released statistical data on lending and deposit trends at major financial institutions in October 2026. The data show average balances and year-on-year rates of change for megabanks, regional banks, and institutions affiliated with the Shinkin Central Bank, among others.
Facts
8:50 a.m. JST
November 10, 2026
October 2026
100 million yen
Companies mentioned：Bank of Japan、Mizuho Bank、MUFG Bank、Sumitomo Mitsui Banking Corporation、Resona Bank、Mitsubishi UFJ Trust and Banking Corporation、Mizuho Trust and Banking Company、Sumitomo Mitsui Trust Bank、Saitama Resona Bank、SBI Shinsei Bank、Aozora Bank、Shinkin Central Bank
Taiwan, Japan and U.S. eye-care authorities focus on Taiwan! In-depth analysis of the key factors behind 5 times growth in global EVO ICL use over ten years. 大學眼科 newly introduces the fifth-generation “EVO+ICL Collamer Implantable Lens,” with a larger optical zone for sharper night vision!
Published ・ Source Taiwan | 照護線上
Global EVO ICL implantations grew 5 times in ten years, with Japan's market share reaching 7 tenths; 大學眼科 newly introduces the fifth-generation EVO+ICL Collamer Implantable Lens.
Still tired no matter how much you sleep? Doctors review 6 major causes of persistent sleepiness and warning signs of illness (illustrated) - Heho Health
Published ・ Source Taiwan | Heho健康
Doctors review 6 major causes of persistent fatigue and sleepiness, including iron deficiency, subclinical hypothyroidism, post-meal blood sugar swings, and chronic inflammation, and offer advice on improvement and when to seek medical care.
Infectious disease flash data for 2026 Week 44 (10/26–11/1) has been released. It includes reported and cumulative case counts for notifiable diseases, sentinel-reporting diseases, acute respiratory infections, and animal diseases. The next update is scheduled for November 17.
Strengthening integrated structural and nonstructural flood-control measures against urban flooding — Compiling measures in light of the Chiba torrential rain and other events