# AI News 180m Report｜2026-11-10 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 197 items from 5 sources; Japan, 126 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 國產 posts steady high third-quarter profit, EPS of NT$0.77; first three quarters' EPS reaches NT$2.24

- Published: 2026-11-10T17:55:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655894
- anchor: #n3821492
- Companies mentioned: 國產、宏碁集團、陽明海運、聯強國際、台北市政府

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: 2026-11-10T17:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655545
- anchor: #n3821493
- Companies mentioned: 博通( AVGO-US )、超微半導體( AMD-US )、輝達( NVDA-US )、英特爾( INTC-US )、甲骨文( ORCL-US )、Meta( META-US )、亞馬遜( AMZN-US )、Alphabet( GOOGL-US )、微軟( MSFT-US )

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.

## Megaspeed僅冰山一角！「諜報系空頭」追查輝達中國業務 再指6家可疑企業

- Published: 2026-11-10T17:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655538
- anchor: #n3821494
- Companies mentioned: 輝達、NVDA-US、Culper Research、Megaspeed、阿里巴巴、Shadyside Partners、Seeking Alpha

放空機構Culper Research指控輝達透過東南亞企業規避美國對華晶片禁令，並揭露輝達CEO黃仁勳與涉間諜疑雲的前員工黃樂的婚外情，導致輝達股價大跌並啟動內部調查。

Facts:
- 拉馬可於2026年5月發布輝達放空報告，指控輝達中國業務未歸零。
- 輝達執行長黃仁勳承認與Megaspeed前高層黃樂發生婚外情。
- The New York Times reported that Huang Le was allegedly recruited by China's Ministry of State Security to engage in espionage.
- 輝達股價自Culper發布報告以來下跌逾20%。
- 輝達’s board will launch an independent investigation to determine whether 黃仁勳 is a foreign intelligence target.
- Culper traced financial ties between Megaspeed and a subsidiary of 阿里巴巴.
- Lamaco found ties between 輝達 and at least six other Southeast Asian companies, along with warning signs.

## 〈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: 2026-11-10T17:47:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655664
- anchor: #n3821495
- Companies mentioned: 天數智芯、智譜、MINIMAX-W、地平線機器人、中際旭創、長飛光纖光纜、劍橋科技、中芯國際、舜宇光學科技、鴻騰精密、小米集團、阿里巴巴、中國東方航空、中國南方航空、中國國航、芯德半導體、登臨科技、中國石油股份、中國海洋石油、華泰證券

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: 2026-11-10T17:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6653542
- anchor: #n3821497
- Companies mentioned: 憶聲電子

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: 2026-11-10T17:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655557
- anchor: #n3821496
- Companies mentioned: 輝達、NVDA、AMD、Arm、Meta、SpaceX、FactSet、伯恩斯坦、Futurum Group、The Information、華爾街日報、彭博社

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: 2026-11-10T17:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6654622
- anchor: #n3821498
- Companies mentioned: 中國海關總署、國泰君安國際控股公司、高盛集團

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: 2026-11-10T17:24:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655696
- anchor: #n3821499

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.
- 金管會已於114年提前開放適用國際財務報導準則第9號（IFRS 9）關於金融資產分類之修正規定。

## 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: 2026-11-10T17:24:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655806
- anchor: #n3821500
- Companies mentioned: 台積電(2330-TW)、志聖(2467-TW)、均豪精密(5443-TW)、均華精密(6640-TW)、東捷科技(8064-TW)

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: 2026-11-10T17:21:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655832
- anchor: #n3821501
- Companies mentioned: 神達(3706-TW)

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: 2026-11-10T17:20:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655815
- anchor: #n3821502
- Companies mentioned: 台積電(2330-TW)

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: 2026-11-10T17:20:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655812
- anchor: #n3821503
- Companies mentioned: 中鋼(2002-TW)

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: 2026-11-10T17:20:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655811
- anchor: #n3821504
- Companies mentioned: 台玻、台玻(1802-TW)

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: 2026-11-10T17:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655526
- anchor: #n3821505

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: 2026-11-10T17:16:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655695
- anchor: #n3821506
- Companies mentioned: 統一超、全家、台灣7-ELEVEN、菲律賓7-ELEVEN、統一生活、康是美、統一精工、安源資訊

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

## 輝達頂規B300傳流入中國！月之暗面遭曝租用32台伺服器 估值較美高350%

- Published: 2026-11-10T17:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655465
- anchor: #n3821508
- Companies mentioned: 月之暗面、Moonshot AI、輝達、NVDA-US、美超微、SMCI-US、Anthropic、OpenAI、Lingmeixin、北京中關村銀行、CoreWeave、Meta、大疆、DJI、中國航天科工集團、CASIC、中國航天科技集團、CASC、北京 Chunju 科技、彭博

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.

## 中磊前三季EPS 4.34元賺贏去年全年 AI帶動電信商升級需求

- Published: 2026-11-10T17:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6655663
- anchor: #n3821507
- Companies mentioned: 中磊

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

## 2026-11-10 biotech stocks: Gainers: 永昕 9.79%, 共信-KY 9.72%, 漢達 9.61%; decliners: 強生* 9.77%, 馬光-KY 6.74%, 藥華藥 6.57% - Global Bio & Investment Monthly

- Published: 2026-11-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91220&kind=20
- anchor: #n3821930
- Companies mentioned: 永昕、共信-KY、漢達、視陽、霈方、立康、達亞、高端疫苗、友華、醫影、強生*、馬光-KY、藥華藥、睿生光電、上亞科技、訊映、和迅、保瑞

Biotech market update for November 10, 2026: Shares of 永昕, 共信-KY and 漢達 rose, while those of 強生*, 馬光-KY and 藥華藥 fell.

## 2026-11-10 institutional trading: Net buyers: 漢達 2523 lots, 東洋 464 lots, 視陽 444 lots; net sellers: 康霈* 2791 lots, 沛爾生醫*-創 1903 lots, 藥華藥 866 lots - Global Bio & Investment Monthly

- Published: 2026-11-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91221&kind=20
- anchor: #n3821929
- Companies mentioned: 漢達、東洋、視陽、浩鼎、合一、共信-KY、台康生技、中裕、高端疫苗、晶碩、康霈*、沛爾生醫*-創、藥華藥、晟德

Institutional trading update for November 10, 2026: 漢達, 東洋 and 視陽 were the 3 largest net buys; 康霈, 沛爾生醫*-創 and 藥華藥 were the 3 largest net sells.

## 2026-11-10 institutional trading: Net buyers: 漢達 2523 lots, 東洋 464 lots, 視陽 444 lots; net sellers: 康霈* 2791 lots, 沛爾生醫*-創 1903 lots, 藥華藥 866 lots - Global Bio & Investment Monthly

- Published: 2026-11-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91221&range=news
- anchor: #n3821918
- Companies mentioned: 漢達、東洋、視陽、浩鼎、合一、共信-KY、台康生技、中裕、高端疫苗、晶碩、康霈*、沛爾生醫*-創、藥華藥、晟德

Institutional trading data for November 10, 2026, showed 漢達, 東洋 and 視陽 as the 3 largest net buys, and 康霈, 沛爾生醫*-創 and 藥華藥 as the 3 largest net sells.

## 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: 2026-11-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91215
- anchor: #n3821917
- Companies mentioned: 國光生技、衛生福利部食品藥物管理署、TFDA、中華藥典、環境部、國際癌症研究機構

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.

Facts:
- Today (10)
- 已於今年10月獲衛生福利部食品藥物管理署(TFDA)核准
- 國光生技 (4142)
- Category 1 toxic chemical substances
- began in March this year

## 昱厚 completes dosing in Phase 2 trial of asthma nasal spray drug; results expected in Q1 2027 - Global Bio & Investment Monthly

- Published: 2026-11-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91218
- anchor: #n3821916
- Companies mentioned: 昱厚生技、Grand View Research

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.

Facts:
- 昱厚生技 (6709)
- US$37.9 billion

## NHI relaxes coverage restrictions for 2 treatments! More options for patients with recurrent or metastatic head and neck cancer - Heho Health

- Published: 2026-11-10T18:29:57+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/389000
- anchor: #n3821977

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.

Facts:
- February 1, 2026