國產 posts steady high third-quarter profit, EPS of NT$0.77; first three quarters' EPS reaches NT$2.24
Published ・ Source Taiwan | 鉅亨網
In response to demand for major tech construction projects and its low-carbon concrete strategy, 國產 posted third-quarter EPS of NT$0.77 and EPS of NT$2.24 for the first three quarters. It is also actively pursuing the development of its land assets, with its Nangang corporate headquarters project expected to be completed by the end of 2027.
Facts
Third-quarter earnings per share were NT$0.77, holding at the high level of the previous quarter, while earnings per share for the first three quarters were NT$2.24.
國產 Group currently owns about 447,000 ping of land assets across Taiwan.
國產 has obtained domestic and international certifications for 67 low-carbon premium concrete products.
國產's October revenue was NT$1.78 billion, bringing revenue for the first 10 months to NT$17.305 billion.
AI debt risk shifts to chipmakers! Goldman warns CDS spreads for Broadcom, AMD and Nvidia surpass cloud giants for the first time
Published ・ Source Taiwan | 鉅亨網
A Goldman Sachs report said debt risks arising from AI investment are shifting from major cloud providers to chip suppliers. CDS spreads for chipmakers have surpassed those of cloud giants for the first time, signaling increased market concern over chipmakers' default risk.
Facts
CDS spreads for chip companies Broadcom, AMD, Nvidia and Intel surpassed those of major cloud providers Oracle, Meta, Amazon, Alphabet and Microsoft for the first time in nearly three months.
Goldman's credit trading team said weekly trading volume for AI-related CDS contracts had climbed to $8 billion to $10 billion, about 7 times the level a year earlier.
The market expects more than $150 billion in computing capacity financing, primarily through special purpose vehicles (SPVs), to emerge in 2027.
The total issuance of US investment-grade bonds has exceeded $2.079 trillion so far this year, setting a record.
Data center-related high-yield bonds fell an average of 1.67 points, far underperforming the average 0.36-point gain for other high-yield bonds.
〈Hong Kong Stocks After the Close〉AI Hardware and Application Software Shares Strong All Day; Hang Seng Index Gains 0.44%, Tech Index Rises 1%
Published ・ Source Taiwan | 鉅亨網
Hong Kong’s major indexes all closed higher on Tuesday (the 10th), with the Hang Seng Index gaining 0.44% and the Tech Index rising 1.08%. AI hardware and application software shares were strong throughout the day, with concept stocks including 天數智芯, 智譜 and MINIMAX-W surging. Airline stocks rose across the board, buoyed by a pullback in oil prices. 華泰證券 said market sentiment had shifted from panic to chasing gains, and the market may next enter a phase driven by individual companies’ fundamentals.
Facts
天數智芯 shares surged 15.49%, the biggest gain among AI hardware concept stocks.
Semiconductor packaging and testing company 芯德半導體 surged 28.38% on its first day of trading.
Hong Kong stocks recorded a total turnover of HK$178.175 billion for the day.
憶聲電子 October revenue reaches NT$91.68 million; automotive electronics business advances steadily
Published ・ Source Taiwan | 鉅亨網
憶聲電子 announced October 2026 revenue of NT$91.68 million, down 35% year over year and 12% month over month. The company said the annual decline was due to revenue from property handovers in the same period last year, while the monthly decline reflected adjustments to shipment schedules for automotive electronics customers. It stressed, however, that neither affected its full-year growth trend.
Facts
憶聲電子’s self-reported consolidated revenue for October 2026 was NT$91.68 million
憶聲電子’s October revenue fell 35% from the same period last year
憶聲電子’s October revenue fell 12% from the previous month
憶聲電子’s year-over-year decline was mainly due to property handover revenue recognized in the same period last year
憶聲電子’s monthly decline was mainly affected by adjustments to shipment schedules for automotive electronics customers
Jensen Huang Succession Challenge Emerges; U.S. Media Say Headhunters May Already Be on the Move, Naming Lisa Su and Arm’s CEO
Published ・ Source Taiwan | 鉅亨網
The Information reported that headhunters have been searching for a successor to Jensen Huang at 輝達, with potential candidates including Lisa Su and Haas. 輝達 faces succession risks because it lacks a clear second-in-command and too much power is concentrated in Huang’s hands, though this is media analysis rather than an official announcement.
Facts
The Information analysis said headhunters may have begun searching for potential candidates for 輝達, including AMD CEO Lisa Su and Arm CEO Haas.
There is no obvious “second-in-command” inside 輝達 who could step in for Jensen Huang at any time; CFO Colette Kress could serve only as an interim replacement.
Jensen Huang owns only about 3.4% of 輝達, which has not adopted a dual-class share structure granting founders extra voting rights.
Jensen Huang is deeply involved in the company’s daily operations, and about 60 senior executives report directly to him.
Jensen Huang has said he hopes his successor will come from within 輝達, but is inclined to hand over the reins only in 20 years.
〈China Stocks After the Close〉China’s Trade Surplus Tops US$1 Trillion; Three Major Indexes Rise
Published ・ Source Taiwan | 鉅亨網
China’s 3 major A-share indexes closed higher on Tuesday, reflecting strong October import and export data. Customs data showed imports posted their biggest increase since 2021, while exports grew more than 35% for a second consecutive month. The country’s trade surplus has topped US$1 trillion so far this year, highlighting the resilience of its export sector amid a challenging global environment.
Facts
China’s 3 major A-share indexes closed higher on Tuesday (the 10th)
China's imports surged nearly 42% year over year in October
China's exports grew 35.2% in October
China’s trade surplus has rapidly expanded past US$1 trillion so far this year
China's trade surplus was $105.3 billion in October
China’s trade surplus in the first 10 months of this year grew nearly 9% from the same period last year
China’s sharp export growth was mainly driven by surging global demand for AI hardware
First for a Government Agency! Taipei City Wins SLB Sustainable Financing Approval; Interest Rate Will Rise if Carbon Reduction and Recycling KPIs Are Missed
Published ・ Source Taiwan | 鉅亨網
Taipei City Government became the first government agency in Taiwan approved to issue SLBs on the 10th, pioneering a new model for government-led net-zero transition by tying the bonds to carbon reduction and recycling rate KPIs, with a penalty interest rate increase mechanism. It also aligned supporting measures with the IFRS 9 amendments.
Facts
Taipei City Government officially became the first government agency in Taiwan approved to issue sustainability-linked bonds (SLBs) on the 10th.
Taipei City Government selected “combined Scope 1 and Scope 2 greenhouse gas emissions” and “recycling rate” as the 2 core KPIs for its SLB issuance.
Taipei City Government set a target to reduce greenhouse gas emissions by 40% from 2005 levels by 2030.
Taipei City Government set a target to raise its recycling rate to 70% by 2030.
If the targets are not met, Taipei City Government will implement a penalty mechanism to raise the bonds’ coupon rates.
志聖 October revenue sets a new high for the same period; monthly EPS at 1.05 yuan, reaching 11.72 yuan for January-October
Published ・ Source Taiwan | 鉅亨網
志聖(2467-TW) reported October 2026 revenue of NT$1.013 billion, a record for the same period, with monthly EPS of 1.05 yuan; cumulative EPS for January-October reached 11.72 yuan. Benefiting from strong AI demand, the company continues to deepen its equipment technology expertise and strengthen its service footprint in the Americas and Asia.
Facts
志聖’s October 2026 revenue reached NT$1.013 billion, a record high for the same period.
志聖’s monthly earnings per share (EPS) for October 2026 was 1.05 yuan.
志聖’s cumulative earnings per share (EPS) for January-October 2026 reached 11.72 yuan.
志聖’s cumulative revenue for January-October 2026 was NT$9.036 billion, up 83.8% year over year.
東捷科技 officially joined the G2C+ strategic alliance in April 2026.
Revenue Flash - MiTAC (3706) October revenue NT$16.569 billion, up 36.35% year over year
Published ・ Source Taiwan | 鉅亨網
神達(3706-TW) reported October 2026 revenue of NT$16.569 billion, up 36.35% year over year. Revenue for the first 10 months reached NT$134.69 billion, up 54.46% year over year, indicating strong ongoing operating momentum.
Facts
神達(3706-TW)’s October 2026 revenue was NT$16.569 billion
神達(3706-TW)’s October 2026 revenue rose 36.35% year over year
神達(3706-TW)’s October 2026 revenue rose -12.4% month over month
神達(3706-TW)’s cumulative revenue for January-October this year was NT$134.69 billion
神達(3706-TW)’s cumulative revenue for January-October this year rose 54.46% year over year
The combined net buying/selling by the 3 major institutional investor groups in 神達(3706-TW) over the past 5 days was +2,470 lots
Foreign investors’ net buying/selling in 神達(3706-TW) over the past 5 days was +2,954 lots
Revenue Flash - TSMC (2330) October revenue NT$586.89 billion, up 59.71% year over year
Published ・ Source Taiwan | 鉅亨網
TSMC reported October 2026 revenue of NT$586.89 billion, up 59.71% year over year and 14.66% month over month. Cumulative revenue for January-October was NT$4.49 trillion, up 43.29% year over year. Its share price outperformed the industry index, while institutional trading showed net selling by foreign investors and net buying by investment trusts and proprietary traders.
Facts
台積電(2330-TW)’s October 2026 revenue was NT$586.89 billion, up 59.71% year over year and 14.66% month over month.
Cumulative revenue for January-October this year was NT$4.49 trillion, up 43.29% year over year.
台積電’s main business is manufacturing and selling integrated circuits and other wafer semiconductor devices according to customer orders and product design specifications, as well as providing packaging, testing and computer-aided design technology services.
Revenue Flash - China Steel (2002) October revenue NT$32.04 billion, up 30.98% year over year
Published ・ Source Taiwan | 鉅亨網
中鋼(2002) reported October 2026 revenue of NT$32.04 billion, up 30.98% year over year, marking significant growth. Revenue for the first 10 months also increased, indicating strong operating momentum.
Facts
中鋼(2002-TW) reported October 2026 revenue of NT$32.04 billion
中鋼(2002-TW)’s October 2026 revenue rose 30.98% year over year
中鋼(2002-TW)’s October 2026 revenue rose 3.35% month over month
中鋼(2002-TW)’s cumulative revenue for January-October this year was NT$288.712 billion
中鋼(2002-TW) posted an 8.44% year-over-year increase in cumulative revenue for January-October this year.
中鋼(2002-TW) most recently traded at NT$18.65.
Over the past 5 days, the combined net trading by the 3 major institutional investor groups in 中鋼(2002-TW) was -47121 lots.
Revenue Flash - 台玻(1802) October revenue reached NT$5.566 billion, up 56.49% year over year
Published ・ Source Taiwan | 鉅亨網
台玻(1802) reported October 2026 revenue of NT$5.566 billion, up 56.49% year over year, marking significant growth. Revenue for the first 10 months totaled NT$42.008 billion, demonstrating strong operating momentum.
Facts
台玻(1802-TW) reported revenue of NT$5.566 billion for October 2026, up 56.49% year over year and 12.04% month over month.
台玻(1802-TW) reported cumulative revenue of NT$42.008 billion for January-October this year, up 22.62% year over year.
Over the past 5 days, the combined net trading by the 3 major institutional investor groups was -38619 lots, including net foreign investor trading of -39072 lots.
台玻(1802-TW) most recently traded at NT$69.8, with its share price down -0.31% over the past 5 days.
台玻(1802-TW) operates in the glass and ceramics industry, and its main business is the manufacture and sale of flat glass.
Japanese investors turned net buyers of overseas bonds in October as U.S. Treasury yields fell
Published ・ Source Taiwan | 鉅亨網
Japanese investors turned net buyers of overseas bonds in October, with net purchases of ¥493.9 billion, according to data from Japan's Ministry of Finance. The move was driven by falling U.S. Treasury yields and increased hedging demand. It ended 2 consecutive months of net selling, reflecting institutional investors' renewed allocation to fixed-income markets.
Facts
Japanese investors made net purchases of ¥493.9 billion in overseas bonds in October
Japanese investors' net purchases of long-term bonds reached ¥457.2 billion in October
Japanese life insurers bought ¥62.3 billion in overseas long-term bonds in October
Trust accounts bought ¥777.4 billion in overseas bonds in October
Banks' net sales narrowed to ¥833.5 billion in October
Japanese investors sharply increased their overseas stock purchases to ¥1.46 trillion that month
The 10-year U.S. Treasury yield fell 36.4 basis points over October
Taiwan stock volatility does little to shake demand for daily necessities; convenience store giants post strong October results
Published ・ Source Taiwan | 鉅亨網
統一超 and 全家 reported record-high October revenue, reflecting strong demand for daily necessities. 統一超 revenue rose 7.26% year over year to NT$32.078 billion, while 全家 revenue increased 0.5% to NT$9.764 billion. Both benefited from holiday and seasonal demand.
Facts
統一超 October consolidated revenue reached NT$32.078 billion, up 7.26% year over year
全家 October consolidated revenue came to NT$9.764 billion, a record for the same period
台灣7-ELEVEN had a total of 8341 locations across its stores and diverse service outlets, including 智FUN機
全家 had a total of 4540 stores across Taiwan
台灣7-ELEVEN has built an OPENPOINT points ecosystem with more than 20 million members
統一超's investees 菲律賓7-ELEVEN、統一生活(康是美)、統一精工 and 安源資訊 all posted strong results
彭博 reported that 月之暗面 rented 32 Nvidia B300 servers through a third-party company, with a total value of RMB 432 million, potentially violating U.S. export controls. 月之暗面 denied involvement, while suppliers 輝達 and 美超微 also distanced themselves from the deal. The black-market premium reached as high as 350%.
Facts
月之暗面 signed a lease in August for 32 美超微 servers equipped with 輝達 B300 GPUs.
The servers had a total value of RMB 432 million.
The price per server carried a premium of about 350% over U.S. market prices.
月之暗面 denied having any business dealings with Lingmeixin.
輝達 said the companies involved were not its customers and that it provided no support.
The servers were stored in Qingyang, a city in western China.
Lingmeixin obtained a RMB 200 million loan backed by both physical and financial guarantees.
中磊 reported its financial results for the third quarter and first 3 quarters of 2026, with after-tax net income and earnings per share continuing to grow. AI and diverse broadband applications are prompting telecom operators to accelerate equipment upgrades, driving strong operating growth.
Facts
中磊 posted third-quarter after-tax net income of NT$530 million and EPS of NT$1.75, marking growth for 6 consecutive quarters
中磊's cumulative after-tax net income for the first 3 quarters was NT$1.3 billion, with EPS of NT$4.34, topping its full-year figure from last year
中磊 posted third-quarter revenue of NT$21.83 billion, up 5.9% quarter over quarter and 48.0% year over year
A surge in network traffic driven by AI and the development of diverse broadband applications are prompting telecom operators to accelerate upgrades to customer-premises broadband equipment
中磊 is actively rolling out forward-looking technology products, including Wi-Fi 8, edge AI smart-home applications, 50G PON and DAA distributed access equipment
國光's new testing method for its tetanus vaccine approved by TFDA, reducing exposure to toxic chemicals and environmental hazards - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
國光生技 announced that its self-developed new testing method for its tetanus vaccine has been approved by TFDA. The method replaces carbon tetrachloride with an organic solvent that contains no regulated toxic chemicals, reducing the risk of personnel exposure and environmental hazards.
昱厚 completes dosing in Phase 2 trial of asthma nasal spray drug; results expected in Q1 2027 - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
昱厚生技 announced that it has completed dosing in a Phase 2 clinical trial of AD17002, a new drug being developed for moderate-to-severe eosinophilic asthma. The company expects to unblind the trial and announce results in the first quarter of 2027.
NHI relaxes coverage restrictions for 2 treatments! More options for patients with recurrent or metastatic head and neck cancer - Heho Health
Published ・ Source Taiwan | Heho健康
Starting February 1, 2026, the National Health Insurance program will relax coverage restrictions for patients with recurrent or metastatic head and neck cancer, offering more treatment options.