https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.htmlOne 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.en https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821492https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821492Tue, 10 Nov 2026 17:55:26 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821493https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821493Tue, 10 Nov 2026 17:50:05 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821494https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821494Tue, 10 Nov 2026 17:50:04 +0900Taiwan鉅亨網放空機構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。 https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821495https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821495Tue, 10 Nov 2026 17:47:59 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821497https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821497Tue, 10 Nov 2026 17:40:07 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821496https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821496Tue, 10 Nov 2026 17:40:07 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821498https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821498Tue, 10 Nov 2026 17:30:06 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821499https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821499Tue, 10 Nov 2026 17:24:37 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821500https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821500Tue, 10 Nov 2026 17:24:24 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821501https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821501Tue, 10 Nov 2026 17:21:12 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821502https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821502Tue, 10 Nov 2026 17:20:53 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821503https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821503Tue, 10 Nov 2026 17:20:49 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821504https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821504Tue, 10 Nov 2026 17:20:48 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821505https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821505Tue, 10 Nov 2026 17:20:04 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821506https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821506Tue, 10 Nov 2026 17:16:44 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821508https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821508Tue, 10 Nov 2026 17:10:04 +0900Taiwan鉅亨網彭博 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%. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821507https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821507Tue, 10 Nov 2026 17:10:04 +0900Taiwan鉅亨網中磊 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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821930https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821930Tue, 10 Nov 2026 01:00:00 +0900Taiwan環球生技月刊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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821929https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821929Tue, 10 Nov 2026 01:00:00 +0900Taiwan環球生技月刊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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821918https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821918Tue, 10 Nov 2026 01:00:00 +0900Taiwan環球生技月刊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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821917https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821917Tue, 10 Nov 2026 01:00:00 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821916https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821916Tue, 10 Nov 2026 01:00:00 +0900Taiwan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. https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821977https://ainews.idaeo.ai/180m/20261110-18/index-en-p4.html#n3821977Tue, 10 Nov 2026 18:29:57 +0900TaiwanHeho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.