U.S. War Secretary Hegseth faces impeachment push from fellow Republican lawmaker, calls it a doomed farce
Published ・ Source Taiwan | 中央社 CNA
U.S. War Secretary Hegseth faces an impeachment push by fellow Republican Rep. Thomas Massie, who accuses him of abuse of power; Hegseth calls it a doomed farce.
Jensen Huang affair could affect efforts to attract investment; Chiang Wan-an: Taipei will work with 輝達 as planned
Published ・ Source Taiwan | 中央社 CNA
Asked whether the affair involving 輝達 CEO Jensen Huang would affect Taipei's efforts to attract investment, Mayor Chiang Wan-an said the city government is in smooth communication with 輝達 and will work with the company as planned. He stressed that 輝達's move to Beishike will drive the development of an industrial cluster and multiple sectors.
Man drives excavator into entrance of government building in Xi'an; demolition dispute suspected
Published ・ Source Taiwan | 中央社 CNA
A 47-year-old man surnamed Hu drove an excavator into a building at the Xixian New Area Government Service Center in Xi'an, Shaanxi province, China, on the 9th. Police took the man into custody and imposed criminal coercive measures. No one was injured.
Facts
Building damaged after being rammed by an excavator on the 9th
At least 6 sections of the building's structure damaged
U.S. October CPI tops market expectations, adding pressure on Fed to raise rates
Published ・ Source Taiwan | 中央社 CNA
The U.S. CPI rose 0.4% month on month in October, below September's 0.6% but above expectations; core CPI rose 0.3%. Federal Reserve officials will meet on Dec. 8 and 9, and investors expect a rate hike to combat inflation.
Facts
U.S. CPI rose 0.4% month on month in October
Below September's 0.6% increase
Core CPI rose 0.3% from the previous month
Federal Reserve officials will hold a policy meeting on Dec. 8 and 9
The Federal Reserve raised rates by 1 quarter-point in September
LINE Pay earns 6.09 yuan per share in first 3 quarters, expands digital payments and cross-border partnerships
Published ・ Source Taiwan | 中央社 CNA
LINE Pay reported record consolidated revenue of NT$6.433 billion and earnings per share of NT$6.09 for the first 3 quarters of 2026. Its subsidiary LINE Pay Money surpassed 4.5 million users and continues to expand digital payment use cases and deepen cross-border cooperation with South Korea's OLIVE YOUNG.
Facts
Earnings per share of NT$6.09 in first 3 quarters
Consolidated revenue reached NT$6.433 billion
Up 13% year on year
Net profit attributable to owners of the parent was NT$435 million
Up 6% year on year
User base surpassed 4.5 million
Companies mentioned：LINE Pay、LINE Pay Money、OLIVE YOUNG、OLIVE YOUNG Global
Taiwan-Malaysia trade meeting reportedly shelved; Malaysian industry leader says it was postponed, not canceled
Published ・ Source Taiwan | 中央社 CNA
The 11th Taiwan-Malaysia Economic Cooperation Committee (MTECC) meeting, scheduled for late October, did not take place as planned. 馬來西亞製造業聯合總會 President Li Tsu-kok said he was informed that it had been postponed, not canceled. 日經亞洲 cited government sources as saying Taiwan had shelved the talks; observers believe this may be linked to tensions in bilateral relations sparked by Prime Minister Anwar's remarks on Taiwan.
Jensen Huang affair: Mainland media report Huang Le's husband detained on criminal charges over alleged stock manipulation
Published ・ Source Taiwan | 中央社 CNA
Amid the affair involving 輝達（Nvidia） CEO Jensen Huang, Kang Wei, the husband of Huang Le, the woman named by U.S. media, was placed under criminal coercive measures by Shanghai police before the Lunar New Year this year over alleged manipulation of listed stocks.
Clevo earns NT$4.09 per share in first 3 quarters, to launch new RTX Spark model in first quarter next year
Published ・ Source Taiwan | 中央社 CNA
藍天電腦 reported consolidated revenue of NT$17.23 billion and earnings per share of NT$4.09 for the first 3 quarters. It plans to launch a new RTX Spark model in the first quarter of 2027 to strengthen its AI PC strategy.
Facts
Consolidated revenue reached NT$17.23 billion
Net profit attributable to owners of the parent was NT$2.365 billion
Up 13% year on year
Up 2.6 times year on year
Q1 2027
Laptop revenue of NT$4.93 billion
Down 15% quarter on quarter
Total laptop shipments in the first 3 quarters reached 873,000 units
Down 20% year on year
Cumulative laptop revenue in the first 3 quarters was NT$14.93 billion
Anthropic to go public in the U.S., with valuation reaching $1.4 trillion
Published ・ Source Taiwan | 中央社 CNA
Anthropic plans to launch an IPO in the United States, with a valuation of up to $1.4 trillion. It will raise $26 billion through cornerstone investors, with total proceeds of up to $90.4 billion.
今彩539 draw No. 115272 was held, with 2 top-prize tickets each winning NT$8 million. There were also 140 second-prize winners, 67 first-prize winners in 3-Star, and 5 first-prize winners in 4-Star.
大樂透 draw No. 115104 was held tonight. The winning numbers were 23, 41, 40, 30, 32 and 11, with 28 as the special number. There were no top-prize or second-prize winners.
Taipei councilor Hsu Li-hsin questioned over alleged vote-buying; barred from changing residence, leaving the country or departing by sea
Published ・ Source Taiwan | 中央社 CNA
Independent Taipei City Councilor Hsu Li-hsin was questioned over alleged vote-buying after the Taipei District Prosecutors Office directed the 調查局 to conduct a search. After being transferred for questioning by prosecutors, he was released and barred from changing his residence, leaving the country or departing by sea.
Facts
Consumer vouchers with a combined face value of NT$200
Distributed 300 sets each of consumer vouchers with a combined face value of NT$200
More than 20 people were brought in for questioning.
KMT lawmaker questions delay in providing 曠世智能 data; 審計部: Ministry says it responded as agreed
Published ・ Source Taiwan | 中央社 CNA
KMT Legislator Wang Hung-wei questioned the 財政部 for delaying the provision of data on 台企銀's investment in 曠世智能. The 財政部 said it responded to 審計部 as agreed on November 6 and is processing follow-up supplementary information.
G7 foreign ministers express concern over peace in Taiwan Strait, reiterate opposition to coercive changes to status quo
Published ・ Source Taiwan | 中央社 CNA
G7 foreign ministers met in Paris and reiterated their opposition to any attempt to unilaterally change the status quo in the Taiwan Strait by force or coercion.
A crash barrier at a construction site on Huhai Road in Keelung's Waimushan area was damaged in a collision, leaving bolts exposed. A male pedestrian surnamed Ho tripped and broke 4 teeth. The city government will assist with the insurance claim.
Foreign investors sell Taiwan stocks for 9th straight session, offload NT$34.1 billion; sell 台積電 for 23rd straight session
Published ・ Source Taiwan | 中央社 CNA
Foreign investors were net sellers of Taiwan stocks for 9 consecutive trading days, with net sales of NT$34.116 billion today. They also sold 台積電 for 23 consecutive trading days.
Diraq develops silicon quantum chips, potentially solving power problems at AI data centers
Published ・ Source Taiwan | 中央社 CNA
Australian startup Diraq is developing a compact quantum computer based on silicon chips. It consumes less than 20 kW of power, can operate at room temperature and undergo field testing, and could reduce power demand at AI data centers.
Facts
Power consumption below 20 kW
Quantum computing could help data centers share the computing load within 5 years
Diraq is one of 6 companies worldwide to enter the 美國國防先進研究計畫局...
Could solve real-world problems cost-effectively by the end of 2033
Could boost the success rate by 10%
Annual operating costs below US$100 million
Could reduce the cost of bringing new drugs to market by 1/3
About 2/3 of the global optical transceiver market
Can process 3.2 Terabits of data per second
Companies mentioned：中央社、微軟、Microsoft、路透社、Cleanview、資訊科技業協會、Information Technology Industry Council、ITI、美國聯邦傳播委員會、FCC、Counterpoint Research、新易盛、中際旭創、美國創新基金會、Foundation for American Innovation、Coherent、Lumentum、摩根士丹利、Morgan Stanley
CNN examines whether 輝達 could survive without Jensen Huang; experts say it retains an edge
Published ・ Source Taiwan | 中央社 CNA
CNN examined whether 輝達 could survive without CEO Jensen Huang. Experts said demand for its chips would not disappear immediately and that its competitive edge was not built on one person alone.
Facts
Has served as the company's CEO for 33 years
The world's second-largest company by market capitalization
Chinese influencer uses footage from poor neighborhoods in Bangladesh to disparage India; India's Foreign Ministry expresses deep regret
Published ・ Source Taiwan | 中央社 CNA
India's Foreign Ministry expressed deep regret over a Chinese influencer filming in a poor neighborhood in Bangladesh and falsely claiming the location was in India to disparage the country's image, and urged the relevant authorities to take action.
Russia-Ukraine talks in Abu Dhabi last nearly 4 hours; first day of negotiations ends, to resume tomorrow
Published ・ Source Taiwan | 中央社 CNA
Ukraine and Russia held their first talks since February in Abu Dhabi, mediated by the United States. The first day of negotiations ended after nearly 4 hours and will continue tomorrow.
Environmental groups question impact of the third LNG terminal on algal reefs; 中油 says ecological monitoring follows environmental review commitments
Published ・ Source Taiwan | 中央社 CNA
Environmental groups questioned the impact of 中油's third liquefied natural gas receiving terminal on the ecology of the Datan algal reefs and called for a coordination meeting. 中油 responded that ecological monitoring is conducted in line with environmental review commitments and Ministry of Environment requirements, with the process open and transparent and no intervention in data interpretation. It has also launched research into drifting sand and silt buildup to clarify the factors affecting the area.
沈伯洋 video shown on Armed Forces Day? 國防部: aired in 113, unrelated to elections
Published ・ Source Taiwan | 中央社 CNA
國防部 clarified that the 沈伯洋 video shown on Armed Forces Day was aired in April 113 as part of media literacy education. It examined the impact of 抖音 and TikTok on national security and aimed to heighten service members' awareness of Chinese Communist Party information infiltration. It was unrelated to the Nine-in-One elections.
South Korean badminton singles star An Se-young boasts a 98% win rate this season, aims for record 12 titles in a season
Published ・ Source Taiwan | 中央社 CNA
South Korean badminton singles star An Se-young has a 98% win rate this season and has already won 11 titles. A victory at the season-ending finals would set a new world record of 12 titles in a season.
Facts
Win rate of 98%
12 titles in a season
Has won 11 titles this season
Played 72 matches
Won 71 matches in total
Ranked No. 1 in the world for 108 consecutive weeks
Wang Lianxiang's 59 matches
An Se-young has won 55 consecutive matches this season
EU extends Ukraine military assistance mission by 2 years; has trained more than 100,000 troops
Published ・ Source Taiwan | 中央社 CNA
The Council of the European Union announced that it had extended the mandate of the EU Military Assistance Mission in support of Ukraine (EUMAM Ukraine) to November 15, 2028, and allocated nearly €300 million to support its operations. Since its establishment in 2022, the mission has trained more than 100,000 Ukrainian troops and will continue coordinating with partners including the United States, the United Kingdom, Canada, Norway and NATO.
Taiwanese business investment seminar in Thailand focuses on cross-border talent taxation, aims to deepen bilateral trade
Published ・ Source Taiwan | 中央社 CNA
The 駐泰代表處 and 泰國台灣商會聯合總會 held a practical investment seminar for Taiwanese businesses, focusing on cross-border talent and tax issues and attracting more than a hundred Taiwanese businesspeople and international students. The event was guided by the 經濟部 and 財政部, co-organized by LH商業銀行, and also addressed Taiwan-Thailand technology talent services, industry-academia collaboration and the avoidance of double taxation. According to data from 泰國投資委員會, Taiwan has risen in the rankings for FDI in Thailand and improved its standing as a trading partner.
Facts
More than a hundred
One of the world's 4 leading AI hardware exporters
Established a presence in Thailand for more than 20 years
First anniversary of the establishment of the Taiwan-Thailand Technology Talent Service Platform
Ranked No. 6 in 2025
Ranked No. 5 from January to September 2026
Thailand's fourth-largest trading partner in 2025
Rose to become Thailand's third-largest trading partner from January to September 2026
Sercomm's profit in the first 3 quarters rises nearly 4 tenths year on year; earns NT$4.34 per share
Published ・ Source Taiwan | 中央社 CNA
中磊電子's profit in the first 3 quarters rose nearly 4 tenths year on year, with earnings of NT$4.34 per share. Buoyed by demand for AI applications and broadband equipment upgrades, revenue in the first 3 quarters hit a record high for the same period and has already surpassed last year's full-year total.
Facts
Third-quarter consolidated net income attributable to the parent company after tax was NT$530 million
Up 77.5% year on year
Up 11.2% from the second quarter
Earnings per share (EPS) of NT$1.75
Net income attributable to the parent company after tax for the first 3 quarters was NT$1.3 billion
Up 39.1% from the same period last year
Earnings per share of NT$4.34
Third-quarter consolidated revenue of NT$21.83 billion
Up 48% year on year
Revenue rose 5.9% from the second quarter
Consolidated revenue for the first 3 quarters was NT$59.09 billion
新代's net profit for the first 3 quarters jumped 2.2 times year on year; earnings per share were NT$66.59
Published ・ Source Taiwan | 中央社 CNA
新代科技 announced its financial results for the first 3 quarters, reporting cumulative net profit attributable to owners of the parent of NT$4.649 billion, up 2.2 times year on year, and earnings per share of NT$66.59; after-tax profit for the 3rd quarter was NT$1.68 billion. 新代 said its new plants in Suzhou, Malaysia and India are expected to be completed and relocated in stages starting in February 2027, boosting total capacity to 2.6 times its current scale.
Facts
NT$4.649 billion
Up 2.2 times year on year
Earnings per share of NT$66.59
3rd-quarter after-tax profit of NT$1.68 billion
Quarterly earnings per share of NT$24.06
Starting in February 2027
2.6 times its current scale
Self-reported consolidated revenue of about NT$2.498 billion in October
Up 134.9% year on year
Cumulative consolidated revenue of about NT$23.428 billion for the first 10 months
Japanese figure skater Mone Chiba wins Grand Prix Shenzhen; some spectators hurl insults at medal ceremony
Published ・ Source Taiwan | 中央社 CNA
Japanese figure skater Mone Chiba won the Grand Prix Shenzhen, but some spectators booed and hurled insults during the medal ceremony and disrupted the national anthem, drawing criticism in China and Japan and internationally.
蔣萬安 and 張善政 campaign together in Taipei, pledge to continue municipal exchanges to win election
Published ・ Source Taiwan | 中央社 CNA
Taipei Mayor 蔣萬安 and Taoyuan Mayor 張善政 campaigned together at the Yansan Night Market, saying they would continue municipal exchanges to win the election. Media asked 蔣萬安 whether he would take part in the “安心大遊行” and about his response to 沈伯洋's allegations concerning child abuse statistics.
Facts
18 days remain until the 9-in-1 election on the 28th
I have worked side by side with 張善政 for these 4 years
The joint platform for the 4 cities and counties of Keelung, Taipei, New Taipei and Taoyuan
Rally supporters to take part in the “安心大遊行” on the 14th
A universal cash payment of NT$20,000
Must go through a 1-month freeze period for cross-party negotiations
中信銀: Business families invest for impact, hoping to find the next hidden champion
Published ・ Source Taiwan | 中央社 CNA
中信銀 and 政大 released the report “企業家族影響力投資思考與實踐,” which said the global impact investment market is worth US$1.57 trillion. The report proposed the PIIPS model and observed that business families often participate in this type of investment in areas related to their core businesses, aiming to find the next hidden champion.
慶豐富's Vietnamese subsidiary obtains land-use rights
Published ・ Source Taiwan | 中央社 CNA
慶豐富 announced that its Vietnamese subsidiary 慶越責任有限公司 had obtained land-use rights for a property in An Dien Industrial Park, Binh Duong Province, Vietnam. The leased area is about 94,500 square meters, with the lease running through 2055. It also reported revenue of NT$3.942 billion and net profit of NT$330 million for the first 3 quarters, as well as October revenue of NT$490 million, up 27.73% year on year.
Facts
Leased area of about 94,500 square meters
Through December 12, 2055
Revenue of NT$3.942 billion for the first 3 quarters
Cumulative net profit attributable to owners of the parent of NT$330 million
Basic earnings per share of NT$1.87 for the first 3 quarters
慶豐富 October revenue of NT$490 million
Up 27.73% year on year
Revenue of NT$4.432 billion for the first 10 months
Could Huang's alleged affair raise national security concerns and affect Taiwan suppliers? 吳誠文: No impact on AI demand
Published ・ Source Taiwan | 中央社 CNA
National Science and Technology Council Minister 吳誠文 said the controversy over 輝達 CEO 黃仁勳's alleged extramarital affair would not affect global demand for AI. The government will continue promoting the development of Taiwan's sovereign AI, allocate funding and invite private investment to expand computing capacity.
Facts
The U.S. Congress also asked 黃仁勳 to attend a closed-door briefing on the matter on the 18th
The government will invest an additional NT$100 billion over the next 8 years
台積電 approves NT$1.34 trillion capital budget for plant construction and capacity expansion
Published ・ Source Taiwan | 中央社 CNA
台積電's board approved a capital budget of US$40.9267 billion (about NT$1.345056 trillion) for building and upgrading advanced-process and packaging capacity and constructing plants. It also forecast capital spending of US$60 billion to US$64 billion in 2026.
Mayotte's first official delegation visits Taiwan; Foreign Ministry hopes to deepen cooperation
Published ・ Source Taiwan | 中央社 CNA
French Senator 索瓦里伊 leads the first official delegation from Mayotte to visit Taiwan; the Foreign Ministry hopes the two sides will deepen cooperation in fields including agricultural and forestry technology and tourism.
Man found dead inside washing machine in New Taipei’s Bali District; police to request prosecutor-led examination to determine cause of death
Published ・ Source Taiwan | 中央社 CNA
A man surnamed Chen was found dead, naked, inside a washing machine at a residence in Bali District, New Taipei City. Police have preliminarily ruled out foul play and will ask prosecutors to conduct an examination to determine the cause of death.
Xie Xinlong released on NT$10 million bail; Xie Dianlin’s younger brother: ‘Heavy-hearted’
Published ・ Source Taiwan | 中央社 CNA
Changhua County Council Speaker Xie Dianlin and his father, Xie Xinlong, are implicated in a vote-buying case. The Changhua District Court ordered Xie Xinlong released on NT$10 million bail and lifted his detention; his family completed the formalities. Xie Dianlin’s younger brother said he felt heavy-hearted and believed prolonged detention was meaningless.
Facts
Released on NT$10 million bail
50 or 60 days
NT$1 million
Extend detention by 2 months
8-month ban on leaving the country or going to sea
華爾街日報: Jensen Huang embroiled in China honey-trap allegations; US should guard against 輝達 chips flowing to China
Published ・ Source Taiwan | 中央社 CNA
華爾街日報 commentary says 輝達 CEO Jensen Huang is embroiled in allegations involving an extramarital affair and espionage, warning that China is trying to infiltrate the upper echelons of US companies to take the lead in AI. The article stresses that the US should close loopholes in chip controls to prevent 輝達 advanced chips from flowing to China, and recommends against readily granting export licenses at the Trump-Xi meeting.
Facts
The Asia-Pacific Economic Cooperation (APEC) summit will be held in Shenzhen, China, on the 18th and 19th
Their 3rd meeting this year
Illegally transshipped to China AI servers worth billions of dollars and containing 輝達 chips subject to export controls
台積電 to invest $500 million each in Anthropic and OpenAI
Published ・ Source Taiwan | 中央社 CNA
The 台積電 board approved subscribing for Anthropic common shares within a $500 million limit and OpenAI Group preferred shares within a $500 million limit, and establishing an investment company to make strategic investments.
Cho Jung-tai: Continue integrating resources to build an innovative industry ecosystem and witness a new era
Published ・ Source Taiwan | 中央社 CNA
Premier Cho Jung-tai attended a dinner for the “TiBOOST Innovation Leap Plan,” saying the government would integrate resources in policy, technology research and development, talent cultivation, and international capital markets to build an innovative industry ecosystem. He mentioned the draft Act on the Transformation and Upgrading of Small and Micro Enterprises, and noted that Taiwan’s stock market capitalization has surpassed India’s, making it the world’s 4th-largest market, at about $5.3 trillion.
National磐石 Awards recognize outstanding companies; Ministry of Economic Affairs: Legal amendments to help small and micro enterprises transform and upgrade
Shen Po-yang unveils Indigenous platform, hopes to create a diverse and inclusive urban Indigenous city
Published ・ Source Taiwan | 中央社 CNA
Democratic Progressive Party Taipei mayoral candidate Shen Po-yang unveiled Indigenous policy proposals, including establishing more cultural and health stations, setting up cultural exchange centers, increasing transportation and traditional clothing subsidies, promoting Indigenous education for all, and reserving 10% of small Taipei City Government procurement contracts for Indigenous businesses, with the aim of creating a diverse and inclusive urban Indigenous city.
Facts
Reserve 10% of Taipei City Government small procurement contracts for Indigenous businesses
禾榮科 plans to spend NT$1.38 billion for control of Singapore medical company, expanding into Southeast Asia
Published ・ Source Taiwan | 中央社 CNA
禾榮科 plans to invest S$53.63 million (about NT$1.38 billion) through a subsidiary to subscribe for newly issued SAM Holdings shares, acquiring an approximately 50.09% stake and control, in order to integrate technologies including boron neutron capture therapy and expand into Southeast Asia’s cancer care market.
Facts
S$53.63 million
About NT$1.38 billion
Approximately 50.09% stake
SGD 0.031 per share
1.73 billion newly issued common shares
Companies mentioned：禾榮科、SAM Holdings、漢民集團、Heron Neutron Medical Singapore Pte. Ltd.
大同 swings to a loss in Q3; earnings per share of NT$0.89 for first 3 quarters
Published ・ Source Taiwan | 中央社 CNA
大同公司 reported consolidated revenue of NT$11.748 billion in Q3 and swung to a quarterly loss, with a loss of NT$0.02 per share. Cumulative revenue for the first 3 quarters was NT$36.25 billion, with earnings per share of NT$0.89.
Facts
Q3 consolidated revenue was NT$11.748 billion
Down 9.73% quarter over quarter
Down 12.9% year over year
Quarterly after-tax net loss attributable to owners of the parent was NT$39.95 million
Q3 loss per share was NT$0.02
Net loss of NT$461 million
Cumulative consolidated revenue for the first 3 quarters was NT$36.25 billion
Down 2.13% year over year
After-tax net profit attributable to owners of the parent was NT$1.876 billion
Up 35.51% year over year
Earnings per share were NT$0.89
NT$0.65 in the same period last year
Q3 operating profit was NT$541 million
Down 20.81% quarter over quarter
Down 2.61% year over year
Gross margin was 16.73%
Down 0.64 percentage points from Q2
Up 0.63 percentage points from the same period last year
Operating margin was 4.61%
Down 0.65 percentage points from Q2
Up 0.49 percentage points from the same period last year
台積電 Q3 dividend hits record NT$9 per share; ex-dividend date March 11 next year
Published ・ Source Taiwan | 中央社 CNA
The 台積電 board approved raising the 2026 Q3 cash dividend to a record NT$9 per share, with an ex-dividend date of March 11, 2027. Revenue and profit for the quarter also hit record highs.
Facts
NT$9 per share
NT$7 per share in Q2
Quarterly revenue of $46.72 billion
About NT$1.49424 trillion
Net profit attributable to owners of the parent of NT$763.06 billion
Pileup on Bulgarian highway leaves at least 12 dead and 50 injured
Published ・ Source Taiwan | 中央社 CNA
A pileup caused by dense fog on a highway near Yabole in southeastern Bulgaria left at least 12 people dead and 50 injured, with about 50 vehicles involved.
3 digital insurance firms apply; 2 have completed initial external review and are awaiting supplementary documents
Published ・ Source Taiwan | 中央社 CNA
金管會 said 3 firms have submitted applications for digital insurance so far, including 2 non-life insurers and 1 life insurer. Of these, 2 have completed their initial external review meetings and are submitting supplementary documents, while the remaining 1 is still undergoing a paper review.
Dow surges and plunges by more than 1,000 points 3 times in 4 days; analyst warns volatility is not over and urges focus on 1 indicator
Published ・ Source Taiwan | 鉅亨網
The Dow surged more than 1,000 points on Monday, setting a post-pandemic record with 三 1,000-point swings in 四 days. Easing tensions in the Middle East and falling oil prices fueled the rebound, but analysts said concerns about AI infrastructure and policy shifts could keep markets volatile.
Facts
道瓊工業指數 surged 1,104.02 points at Monday's close.
Over the past 四 trading days, the Dow has seen its third swing of more than 1,000 points.
Improved conditions in the Middle East and a sharp drop in oil prices were among the main reasons buyers entered the market.
標普500指數 recovered US$1.5 trillion in market value in a single day.
The Cboe Volatility Index (VIX) fell on Monday to near its historical average of 20.
輝達 shares plunged amid a controversy over CEO Jensen Huang's alleged affair.
The US national average gasoline price fell below US$4 per gallon again on Monday.
Inflation ran hotter than expected again! 2-year Treasury yield jumps more than 15 basis points
Published ・ Source Taiwan | 鉅亨網
Both the US October CPI and core CPI came in above expectations. Federal Reserve Governor Waller hinted at a possible 50-basis-point rate hike in December, fueling market concerns that the Fed could accelerate its tightening, and sending Treasury yields broadly and sharply higher.
Facts
US October consumer price index (CPI) rose 0.4% month over month
Core CPI, excluding food and energy, rose 0.3% month over month
2-year Treasury yield surged more than 15 basis points to 4.698%
10-year Treasury yield rose more than 7 basis points to 4.938%
The US added 165,000 jobs in October
Brent crude fell below US$90 a barrel for the first time since August
Is slower patent review better? IP office chief reveals the 'inside story' of major companies such as 英特爾 delaying patent applications for 5 years
Published ・ Source Taiwan | 鉅亨網
經濟部智慧財產局 announced the results of its new patent review system. The AEPRe program had a 97% approval rate, and the deferral period for invention patent reviews was extended to 5 years, attracting major companies such as 英特爾 and helping businesses develop global patent portfolios.
Facts
The AEPRe program has an average review period of just 23.8 days and an approval rate as high as 97%.
Major companies such as 英特爾, 聯發科 and ASML are using the deferred review mechanism.
Pharmaceuticals and chemicals accounted for the largest share of AEPRe applications, at 41%.
As of September, 443 invention patent applications had requested deferred review, with an average deferral of 4.27 years.
First Taiwanese bank! 北富銀 wins approval from 金管會 to establish a Seoul branch in South Korea
Published ・ Source Taiwan | 鉅亨網
台北富邦銀行 has received approval from 金管會 to establish a Seoul branch in South Korea. Once local approval is granted, it will become the first Taiwanese bank to establish a branch in South Korea, strengthening its Asia-Pacific presence and providing localized cross-border financial services.
Facts
台北富邦銀行 has received 金管會 approval to establish a Seoul branch in South Korea
北富銀 will become the first Taiwanese bank to establish a branch in South Korea
The Seoul branch will be able to provide Korean won and foreign-currency loans, deposits and trade financing
北富銀 expects to open branches in Tokyo and Sydney in 2026
South Korea has received high investment-grade ratings from the world's 3 major credit rating agencies
The Seoul branch will connect 北富銀's operations across Greater China, Japan, Southeast Asia and Australia
US October CPI rises 0.4% month over month, topping expectations! US stock futures fall, Nasdaq futures down 1.2%
Published ・ Source Taiwan | 鉅亨網
US October CPI rose 0.4% month over month, above expectations, while core CPI also came in at 0.3%, strengthening expectations for a Fed rate hike in December. Fed Governor Waller said a 2-increment hike at once could not be ruled out, sending US stock futures broadly lower and weighing on market sentiment.
Facts
US October consumer price index (CPI) rose 0.4% month over month
The market had expected US October CPI to rise 0.3% month over month
US October core CPI rose 0.3% month over month
Fed Governor Waller said that if core CPI rises 0.3% or more month over month, the Fed may need to raise rates by 2 increments at once
Nasdaq 100 futures fell 1.2%
S&P 500 futures fell 0.5%
The Fed raised rates by 1 increment in September and held them steady in October
台積電 Q3 dividend set at NT$9; approves US$40.9 billion capital budget and plans to invest US$500 million each in Anthropic and OpenAI
Published ・ Source Taiwan | 鉅亨網
台積電's board approved a Q3 2026 dividend of NT$9 and a US$40.9 billion capital budget, and will make its first investments of US$500 million each in Anthropic and OpenAI to strengthen its AI ecosystem strategy.
Facts
台積電's board approved a cash dividend of NT$9.0 per share for the third quarter of 2026.
Original台積電核准資本預算約409億2,670萬美元。
台積電 will subscribe to Anthropic common shares for an amount not exceeding US$500 million.
台積電 will subscribe to OpenAI preferred shares for an amount not exceeding US$500 million.
台積電 will establish an investment company with funding of up to US$500 million.
台積電 reported earnings per share of NT$29.43 for the third quarter of 2026.
台積電's common shares will trade ex-dividend on March 11, 2027.
Looking beyond near-term EPS, major companies lead the way! Stock exchange overhauls innovation board valuations to build a startup 'capital accelerator'
Published ・ Source Taiwan | 鉅亨網
Premier Cho Jung-tai and Taiwan Stock Exchange Chairman Lin Hsiu-ming announced at the TiBOOST forum that they would accelerate the 'Asian Nasdaq' policy. The innovation board is shifting its valuation approach to focus on future market value, with major companies such as 台積電 deeply involved in building a capital accelerator for startups.
Facts
Premier Cho Jung-tai and 臺灣證券交易所 Chairman Lin Hsiu-ming jointly announced plans to accelerate the 'Asian Nasdaq' policy.
The innovation board's review focus is shifting to companies' future growth potential and market value rather than their current financial earnings.
The total market capitalization of Taiwan-listed companies has surpassed NT$130 trillion.
The TiBOOST innovation initiative has attracted nearly 400 teams from 23 countries to compete.
Industry giants including 台積電, 中華電信 and 光寶科技 are personally serving as judges and mentors.
Revenue snapshot - 大聯大 (3702) October revenue of NT$149.296 billion, up 79.04% year over year
Published ・ Source Taiwan | 鉅亨網
大聯大(3702-TW) reported October 2026 revenue of NT$149.296 billion, up 79.04% year over year but down 32.01% month over month. Revenue for the first 10 months totaled NT$1.43 trillion, up 73.13% year over year. Its share price recently edged lower amid selling by institutional investors, while the market watched its electronic distribution business.
Facts
大聯大 reported October 2026 revenue of NT$149.296 billion
大聯大 October revenue surged 79.04% year over year
大聯大 October revenue fell 32.01% month over month
大聯大 revenue for January-October this year totaled NT$1.43 trillion
大聯大 latest share price is NT$92.5
Over the past 5 days, the 三 major institutional investors had combined net trading of -2,817 lots
輝達 plunges amid Huang controversy! Cathie Wood buys more than 90,000 shares
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang is facing an FBI investigation over an alleged romantic relationship with an executive suspected of providing information to China, sending the stock price swinging. Despite this, 方舟投資 founder Wood bought more than 90,000 shares, showing that some market confidence remains.
Facts
輝達 CEO Jensen Huang is facing an FBI investigation over his romantic relationship with Huang Le, a former senior executive at Megaspeed International.
Original方舟投資旗下ETF合計買進90,443股輝達。
輝達 shares fell 4.3% at Monday's close amid news that Jensen Huang acknowledged an extramarital affair and that the board had launched an independent investigation.
Megaspeed said in a statement that the investigation found no evidence of violations involving the illegal transfer of chips or other illegal activities.
Wall Street analysts' average price target for 輝達 remains about $332.
Taiwan's 2 cement giants report October revenue: 台泥 hits a 22-month high at NT$16.357 billion; 亞泥 declines on both fronts
Published ・ Source Taiwan | 鉅亨網
台泥 and 亞泥 reported October revenue. 台泥 generated NT$16.357 billion, its highest level in nearly 22 months, benefiting from growth in energy storage and a recovery in the China market. 亞泥 posted NT$5.431 billion, down 6.9% year over year, weighed down by lower sales on both sides of the Taiwan Strait and weakness in Taiwan's ready-mixed concrete business.
Facts
台泥 reported October revenue of NT$16.357 billion, its highest level in nearly 22 months since January 2025.
亞泥 reported October revenue of NT$5.431 billion, down 19% month over month and 6.9% year over year.
台泥's October revenue rose 17.83% year over year, mainly benefiting from growth in its energy and energy storage businesses.
亞泥's Taiwan-market revenue fell 9% year over year in October, mainly due to lower cement and ready-mixed concrete sales and reduced electricity revenue.
In 亞泥's mainland China market, cement prices rose 3% year over year, partly offsetting the impact of a 14% annual decline in sales volume.
Anthropic plans to launch an IPO. Its original offering documents disclosed the number of shares to be issued and the price range, as well as the participation of 7 tech giants in a large private placement. The filing was later withdrawn due to a pricing error, and the valuation was sharply reduced, prompting questions about the timing of the listing and the reasonableness of its pricing.
Facts
Anthropic plans to issue about 867 million Class A common shares at $70 to $80 per share, seeking to raise up to $69.3 billion.
輝達, 超微半導體, 博通, 美光科技, 微軟 and 台積電 are among 7 tech giants that will invest a combined $26 billion in the private placement.
Anthropic withdrew its IPO filing after discovering an error in the pricing information and will provide an updated version separately.
〈Telecom 3 report earnings〉台灣大 posts NT$14.45 billion in profit in the first 10 months, surpasses last year's EPS at NT$4.74 and retains its lead in earnings
Published ・ Source Taiwan | 鉅亨網
The 3 telecom companies reported earnings for the first 10 months. 台灣大 posted profit of NT$14.45 billion and EPS of NT$4.74, surpassing 中華電信 to retain its lead. 中華電信 revenue rose 11.12% year over year, while 遠傳 revenue hit a monthly record. The sector overall benefited from the iPhone upgrade cycle and growth in AI and ICT businesses.
Facts
台灣大 posted cumulative net income after tax of NT$14.45 billion for the first 10 months, with earnings per share of NT$4.74.
中華電信 reported cumulative revenue of NT$212.69 billion for the first 10 months, up 11.12% year over year.
遠傳's October revenue hit a record monthly high of NT$11.618 billion.
中華電信 subsidiary 中華曜智科技股份有限公司 was officially established.
遠傳's 5G penetration rate among monthly-plan subscribers reached 50.4% in October.
Jensen Huang's alleged mistress in an espionage case is married; husband Kang Wei's appearance revealed!
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang was reported to have had an affair with Huang Le, a married woman. Huang Le's husband, Kang Wei, was detained by Shanghai police on suspicion of stock manipulation before Lunar New Year in 2026. The article details the pair's past career histories and social standing.
Facts
Several people familiar with the matter said 輝達 CEO Jensen Huang had an extramarital relationship with Huang Le, who is married to Kang Wei.
Kang Wei became the subject of a criminal investigation over alleged manipulation of listed shares and was placed under criminal coercive measures by Shanghai police around the time before Lunar New Year in 2026.
At age 32, Kang Wei served as general manager of 中海基金 and was hailed as the youngest general manager of a fund company.
Huang Le has 4 years of media experience and previously worked at 湖南衛視 and 中央電視台.
Huang Le joined 上海和熙投資管理有限公司 in 2015 and previously served as its general manager.
統新 posts EPS of NT$5.02 for the first 3Q, swinging to profit from a loss last year; new production lines to ramp up from Q1 2027
Published ・ Source Taiwan | 鉅亨網
統新's financial report for the 3rd quarter of 2023 showed a sharp increase in net income after tax, with EPS of NT$2.06 and EPS of NT$5.02 for the first 3 quarters, as operations swung from a loss to a profit. The company continues to expand capacity to meet AI data center demand, with new production lines expected to begin mass production in the 1st quarter of 2027.
Facts
統新 reported 3rd-quarter net income after tax of NT$79.357 million, up 193.87% year over year, and earnings per share of NT$2.06.
統新 reported October revenue of NT$78.746 million, up 60.7% year over year.
統新 expects new production lines to come online in stages starting in the 1st quarter of 2027, boosting monthly capacity.
Claude developer races to go public this month! Anthropic sets price at $70 to $78; 台積電 and 輝達 join private placement
Published ・ Source Taiwan | 鉅亨網
Anthropic announced an IPO price range of $70-$78 per share and plans to list on Nasdaq this month. 台積電, 輝達 and others are participating in a $26 billion private placement, with total fundraising nearing $90.4 billion. Although revenue has surged, massive computing expenses pushed the company into a loss in the 3rd quarter, drawing market scrutiny of its profitability and the support for its trillion-dollar valuation.
Facts
Anthropic's IPO price range is $70 to $78 per share, and it is expected to list on Nasdaq this month under the ticker “ANT.”
台積電, 輝達, 微軟, Google and other tech companies are participating in Anthropic's $26 billion private placement.
Anthropic's 3rd-quarter revenue approached $17 billion, up more than 10 times year over year, but operating expenses rose to $17.5 billion, resulting in an operating loss.
Based on the upper end of the IPO price range, Anthropic's market capitalization is about $1 trillion, with a valuation of about $1.405 trillion on a fully diluted basis.
台揚's net worth turns negative; Taiwan Stock Exchange to delist shares starting Dec. 21
Published ・ Source Taiwan | 鉅亨網
Networking equipment maker 台揚 reported that its net worth had turned negative, and the Taiwan Stock Exchange announced that its shares will be delisted on Dec. 21, 2026. 台揚 shares were halted today and will resume trading tomorrow, with investors advised to be aware of liquidity risks.
Facts
Networking equipment maker 台揚 (2314-TW) announced that its net worth had turned negative.
臺灣證券交易所 announced that 台揚 shares will be delisted starting Dec. 21, 2026.
Due to 台揚's net worth turning negative, its shares fall under Article 50-1, Paragraph 1, Subparagraph 9 of the Taiwan Stock Exchange's Rules Governing the Operation of Securities Exchanges.
台揚 shares had previously been classified as full-delivery shares and traded through call auction sessions.
台揚 shares were suspended from trading for 1 day today and will resume trading tomorrow.
安倉營造 to begin implementing its share buyback tomorrow to support the stock, repurchasing 2000 lots at no more than NT$29.8 per share
Published ・ Source Taiwan | 鉅亨網
安倉營造 (5548-TW), having successfully arranged a NT$2 billion syndicated loan and won a contract for Kaohsiung International Airport works, has a project pipeline worth more than 百億元 and has decided to buy back 2000 lots of treasury shares for employees to subscribe to, in a move to support the stock.
Facts
安倉營造 has decided to buy back 2000 lots of treasury shares over 2 months starting tomorrow (11) to support the stock.
安倉營造 and 順野電機 jointly bid for and won the procurement contract for the “Kaohsiung International Airport New Terminal Project—Phase 1 Construction Plan—Traffic and Facilities Improvement Works in Front of the Terminal.”
安倉營造's project pipeline has exceeded NT$10 billion.
安倉營造 reported revenue of NT$2.402 billion for January-October 2026, up 21.86% year over year.
Original安倉營造2026年1-9月稅後純益8229萬元，年增24.15%。
安倉營造 plans to transfer the repurchased treasury shares to employees.
安倉營造 recently succeeded in arranging a NT$2 billion syndicated loan and completed the signing.
Revenue Flash - 星宇航空 (2646) October revenue reaches NT$5.895 billion, up 59.47% year over year
Published ・ Source Taiwan | 鉅亨網
星宇航空 (2646-TW) reported October 2026 revenue of NT$5.895 billion, up 59.47% year over year, marking significant growth. Revenue for the first 10 months exceeded NT$50 billion, with institutional investors continuing to put money into the stock, reflecting strong operating momentum.
Facts
星宇航空's October 2026 revenue was NT$5.895 billion.
星宇航空's October 2026 revenue rose 59.47% year over year.
星宇航空's October 2026 revenue rose 18.51% month over month.
星宇航空's cumulative revenue for January-October this year was NT$50.731 billion.
星宇航空's cumulative revenue for January-October this year rose 39.39% year over year.
Major institutional investors recorded net buying of +8315 lots over the past 5 days.
Foreign investors recorded net buying of +8535 lots over the past 5 days.
NT$2.55 billion in annual funding to boost upgrades! 龔明鑫 honors 20 outstanding business districts, plans cross-ministry promotional incentives
Published ・ Source Taiwan | 鉅亨網
龔明鑫, Minister of Economic Affairs, honored 20 outstanding business districts on the 10th and announced that annual funding would be increased by NT$2.55 billion starting in 116年 to support their development. The move aims to improve the consumer environment, promote digital transformation, and draw on resources from the Tourism Administration to boost the districts' competitiveness.
Facts
龔明鑫, Minister of Economic Affairs, attended the 2026 National Outstanding Business District Awards ceremony on the 10th and honored 20 winning business districts.
Starting next year (116年), the government will provide an additional NT$2.55 billion annually to support the development of business districts, traditional markets, and night markets.
Original經濟部將與交通部觀光署合作，將獲獎商圈標示於旅遊文宣。
The Ministry of Economic Affairs will help business districts adopt AI and smart workflows to improve operational efficiency.
龔明鑫 said think tanks forecast Taiwan's economic growth this year to exceed 12%.
奇鋐 earns more than 七 times its paid-in capital in the first 3 quarters; ASIC revenue contribution set to surpass GPU next year
Published ・ Source Taiwan | 鉅亨網
奇鋐 reported third-quarter 2023 financial results, with net income after tax reaching NT$29.047 billion in the first 3 quarters, up more than 1 times year over year. The company expects ASIC revenue to surpass GPU revenue next year, as water-cooling product penetration rises. Capacity expansion will focus mainly on Vietnam, and capital expenditure will continue to increase.
Facts
奇鋐's net income after tax reached NT$29.047 billion in the first 3 quarters of this year, up more than 1 times year over year, with earnings per share of NT$73.86.
ASIC revenue contribution is expected to surpass GPU next year.
Current capacity expansion is focused mainly on Vietnam, where the company has purchased about 39 hectares of new land.
Taiwan stocks surge 1000 points for 2 straight days, but foreign investors still sell NT$34.1 billion; 23 straight sessions of selling 台積電
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks rebounded for 2 straight days, climbing back above 4萬2千 points. Foreign investors have sold 台積電 for 23 straight sessions and maintained elevated net short positions, but bought 主動統一升級50 and other ETFs, while investment trusts moved in the opposite direction and bought 台積電. Institutions advised caution in the short term.
Facts
Taiwan stocks surged 1,050 points at the close today (10), climbing back above 4萬2千 points.
Foreign investors still sold NT$34.1 billion today (9), extending their net selling streak to 9 consecutive sessions.
主動統一升級50 (00403A-TW) ranked first among foreign investors' top net buys and top net sells.
Foreign investors continued to trim 台積電 (2330-TW), selling 8,181 lots and extending their net selling streak to 23 sessions.
台積電 was the second-largest net buy among investment trusts' top 10 purchases, with 4,911 lots, as they took the opposite position to foreign investors.
Oil prices fall below $90! Trump says Iran war will “end soon”
Published ・ Source Taiwan | 鉅亨網
Trump signaled a ceasefire between the United States and Iran, sending international oil prices lower and Brent crude below $90. Although a recovery in supply has reduced the risk premium, analysts remain divided over the prospects for peace talks, and risks to regional negotiating infrastructure have not fully subsided.
Facts
Brent crude futures fell 2.65% to $90.14 a barrel at 5:33 a.m. Eastern time.
West Texas Intermediate (WTI) crude futures fell 2.4% to $84.78 a barrel.
Trump said the conflict, which has continued for nearly 9 months, was moving toward an end and could conclude “soon.”
Brent crude, at about $60 at the start of the year, surged to $130 as hostilities escalated in March and April.
荷蘭國際集團 (ING-US) strategists Ewa Manthey and Warren Patterson said the market expects the U.S.-Iran conflict to ease.
元太 invests strategically in U.S. company Soofa to expand community information services and the digital out-of-home advertising market
Published ・ Source Taiwan | 鉅亨網
元太科技 invested in U.S. company Soofa, combining the two sides' technologies and strengths to develop 75-inch color e-paper signage and expand into community information services and the digital out-of-home advertising market.
Facts
元太科技 announced today (10) that it had invested in U.S. company Soofa and established a strategic partnership.
The two sides will initially deploy 75-inch E Ink Kaleido Outdoor color e-paper signage to expand community information services and the digital out-of-home advertising market.
Founded in 2014, Soofa primarily uses solar-powered e-paper information displays to integrate public transit information, local news, weather, and advertising.
E-paper offers a paper-like reading experience and remains clear and easy to read even in direct sunlight, making it suitable for solar power.
元太 and Soofa both originated at the MIT Media Lab and began collaborating more than 10 years ago on 元太's black-and-white e-paper displays.
Fed Governor Waller backs a December rate hike, does not rule out a larger increase
Published ・ Source Taiwan | 鉅亨網
Federal Reserve Governor Waller made hawkish remarks in London, supporting a 25-to-50-basis-point rate hike in December to combat inflation and protect the central bank's credibility. The comments triggered a strong market reaction, with futures markets pricing in an 85% chance of a December hike and gold falling below $4,100 an ounce.
Facts
Governor Waller backs a December rate hike and does not rule out an increase of as much as 50 basis points
Waller believes that raising rates by only 1 notch would put the central bank's credibility at risk
Futures markets put the probability of a December rate hike at about 85%
Spot gold falls below $4,100 an ounce
Goolsbee warns of inflationary pressures from the AI construction boom
禾伸堂 earnings call: AI revenue share continues to climb; MLCC output to rise 4成 next year, outlook optimistic for the next 2 years
Published ・ Source Taiwan | 鉅亨網
禾伸堂 (3026-TW) held an earnings call today, saying demand for power supplies for AI servers had boosted shipments of high-end MLCCs and significantly increased AI's share of revenue. To meet customer demand far beyond its plans, the company expects output to rise 40% next year and is actively expanding into the TPU and ASIC markets. It remains optimistic about the next 2 years.
Facts
禾伸堂's AI-related revenue share rose from 19% for all of last year to 35% in the third quarter this year
禾伸堂 expects full-year output next year to increase 40% from this year
Passive components accounted for about 49% of 禾伸堂's third-quarter revenue
禾伸堂 plans to invest more than NT$3.5 billion in capital expenditure over the next 5 years
禾伸堂 had invested more than NT$1.1 billion in capital expenditure as of the end of September this year
禾伸堂 has discussed 2028 product design requirements with customers
禾伸堂 is actively expanding into TPU and ASIC applications
Strong demand: 臻鼎-KY posts third-quarter net profit exceeding the first-half total; EPS of NT$7.66 for January-September
Published ・ Source Taiwan | 鉅亨網
臻鼎-KY posted strong earnings in the third quarter of 2026, with after-tax net profit of NT$4.496 billion exceeding the first-half total. The results were driven mainly by peak-season demand for mobile communications and strong demand for advanced AI products, while revenue reached a record high. The company is actively expanding its AI-related business and production capacity, with growth momentum expected to continue.
Facts
After-tax net profit in the third quarter of 2026 was NT$4.496 billion, exceeding the first-half total of NT$3.817 billion. Quarterly EPS was NT$4.02.
After-tax net profit for January-September 2026 was NT$8.313 billion, up 1.19 times year on year, with EPS of NT$7.66.
Third-quarter revenue was NT$64.624 billion, with a gross margin of 27.72%, up 4.62 percentage points quarter on quarter and 5.74 percentage points year on year.
Combined revenue from the three AI-related businesses—servers, optical modules and IC substrates—surged 152% year on year, surpassing the full-year level for last year.
臻鼎-KY expects to maintain high capital expenditure levels in 2027-2028, with new capacity focused on high-margin, high-value-added products.
Which stock does Morgan Stanley most want to buy? 輝達 leads, while 2 memory stocks have greater rebound potential
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 said in a report released on Nov. 9 that it maintained a positive view on North American semiconductors, with 輝達 its top pick. The easing of U.S. data center audits has delayed some capacity, but memory stocks such as 美光 and 閃迪 are seen as having rebound potential.
Facts
摩根士丹利 said in a report released on Nov. 9 that the semiconductor stocks it tracks had fallen from their respective 52-week highs, with a median decline of 53%.
Morgan Stanley maintained its positive view on the North American semiconductor industry and named 輝達 its top stock pick.
Morgan Stanley estimates that about 5GW of U.S. data center capacity originally slated to be added in 2028 will be delayed until 2029.
Morgan Stanley estimates that revenue corresponding to each GW of 輝達 computing deployment could rise from about US$40 billion to more than US$50 billion.
科林研發 added a US$25 billion share repurchase authorization, bringing the total authorization to about US$28 billion.
Companies mentioned：摩根士丹利、輝達、美光、閃迪、博通、科林研發、MKS Instruments、Advanced Energy Industries、亞德諾、恩智浦、邁威爾科技、Astera Labs、Semtech、SiTime、超微、英特爾
Jensen Huang’s alleged affair scandal widens; foreign media report involvement in US$7.5 billion chip shipments to China
Published ・ Source Taiwan | 鉅亨網
Foreign media reported that 輝達 CEO Jensen Huang was involved in an alleged affair and helped facilitate US$7.5 billion in chip shipments to China, prompting an FBI investigation.
Facts
Citing reports, foreign media said 輝達 CEO Jensen Huang had an affair with Chinese businesswoman Huang Le, and that the relationship helped at least US$7.5 billion worth of chips reach China.
輝達’s board has launched an internal investigation, and the U.S. Federal Bureau of Investigation (FBI) is also investigating the matter.
Jensen Huang has admitted to 輝達 employees that he was unfaithful to his wife, but has not confirmed allegations of intelligence activity.
上海世紀立通, a key company in the network involved, obtained 輝達 preferred cloud partner status in October 2023.
Huang Le reportedly helped move about 240,000 H100, H200 and some A100 chips into China.
Companies mentioned：輝達、NVDA-US、The Information、路透、上海世紀立通、Shanghai Century Litong、阿里巴巴、BABA-US、09988-HK、騰訊、00700-HK、TCEHY-US、Megaspeed
An investigation into 輝達 founder Jensen Huang’s alleged romantic entanglement with a suspected Chinese intelligence operative has exposed a governance gap stemming from the company’s lack of a succession plan, sending shares sharply lower and drawing attention to key-person risk.
Facts
輝達 founder and CEO Jensen Huang admitted to an alleged romantic entanglement with a suspected Chinese intelligence operative.
輝達 shares fell 4.27% on the first trading day after the news broke, wiping out about US$190 billion in market value.
About 60 senior executives at 輝達 report directly to Jensen Huang.
輝達 revenue is expected to exceed US$400 billion in the current fiscal year.
A shareholder has filed a class-action lawsuit against 輝達 and Jensen Huang in federal court in Santa Clara, California.
輝達’s gross margin remains above 70%.
The head of investment management firm Gerber Kawasaki estimates that Jensen Huang has a 75% chance of remaining in his position.
Russian foreign minister: U.S.-Russia diesel deal takes effect as global energy prices fall
Published ・ Source Taiwan | 鉅亨網
Russian Foreign Minister Lavrov announced that a U.S.-Russia diesel deal had taken effect, with Russia set to release million-ton-scale volumes of diesel onto the market to push down oil prices. The move sent futures prices lower, but retail prices remain high, and refinery attacks by Ukraine have caused shortages in parts of Russia.
Facts
Since 2022, Russia has supplied Europe with energy resources worth US$320 billion.
〈祥碩 earnings call〉Second ASIC customer begins small-volume shipments, targeting high-margin applications such as IPC and IoT
Published ・ Source Taiwan | 鉅亨網
祥碩 announced small-volume shipments of products for its second ASIC customer, targeting high-margin applications. PCIe/SATA revenue is growing strongly, and its robotics business is expected to enter mass production in 2027.
Facts
祥碩 has completed development of the first product for its second ASIC customer and begun small-volume shipments.
祥碩’s PCIe and SATA revenue for the first 3 quarters has already surpassed the full-year total for last year.
祥碩 expects full-year revenue growth for PCIe and SATA to reach 5 tenths.
祥碩’s USB4 Host Controller is expected to enter mass production in 2027.
祥碩 and 英飛凌 have formed a strategic partnership to integrate the ASM4242 USB4 40Gbps host controller chip.
〈祥碩 earnings call〉Motherboard market seen bottoming; new platform volume ramp in the second half of next year expected to lift gross margin
Published ・ Source Taiwan | 鉅亨網
At an earnings call in October 2023, 祥碩 said demand in the PC motherboard market fell about 3 tenths in the first half of this year, but customer orders increased in the third quarter and the market has bottomed, with conditions expected to improve next year. Sample delivery for the new-generation platform project was completed in 2027; mass production is scheduled for the first quarter of next year, with volumes ramping up from the third quarter to drive second-half growth.
Facts
祥碩 reported third-quarter revenue of NT$2.66 billion, a gross margin of 51.6%, operating profit of NT$578 million, after-tax net profit of NT$1.969 billion and EPS of NT$26.60
Demand in the PC motherboard market fell about 3 tenths in the first half of this year, while customer orders in the third quarter rose more than 2 tenths from the second quarter
Gross margin is expected to be around 50% from the fourth quarter through the first quarter of next year. From the second quarter of next year, the motherboard market is expected to gradually shift back to DDR5 and AM5 platforms
祥碩 has adjusted pricing for its own-brand products since the third quarter, while seeking a second source for packaging and testing and pursuing cost optimization
Revenue flash - 潤泰新(9945) October revenue was NT$4.25 billion, up 47.74% year on year
Published ・ Source Taiwan | 鉅亨網
潤泰新(9945) reported October 2026 revenue of NT$4.25 billion, up 47.74% year on year, marking strong performance. Revenue for the first 10 months totaled NT$36.651 billion, up 30.89% year on year, indicating continued business growth.
Facts
潤泰新(9945-TW) reported October 2026 revenue of NT$4.25 billion, up 47.74% year on year and 36.74% month on month.
潤泰新(9945-TW) recorded cumulative revenue of NT$36.651 billion for January-October this year, up 30.89% year on year.
潤泰新(9945-TW) recorded combined net buying/selling of -3,549 lots by the 3 major institutional investor groups over the past 5 days, including net buying/selling of -3,621 lots by foreign investors.
潤泰新(9945-TW) was last priced at NT$26.35, with its share price down -6.56% over the past 5 days.
潤泰新(9945-TW) operates in the other industries sector. Its main businesses include contracting construction companies to build residential housing and commercial buildings for rental and sale.
China’s auto market split in October: domestic sales down 27%, exports surge 68%
Published ・ Source Taiwan | 鉅亨網
Data from 乘聯會 showed that China’s domestic auto sales fell 27.1% year on year in October 2026, while exports surged 68.5%. New energy vehicle penetration hit a record 67.5%, while exports were led by low- to mid-priced models, boosting domestic brands.
Facts
China’s domestic retail sales of passenger vehicles totaled 1.643 million in October 2026, down 27.1% year on year
Passenger vehicle exports reached 928,000 in October 2026, up 68.5% year on year
The domestic retail penetration rate of new energy passenger vehicles hit a record 67.5% in October 2026
Exports of new energy passenger vehicles rose 144.7% year on year in October 2026
Domestic retail sales of conventional hybrid vehicles (HEVs) rose 28% year on year in October 2026
奇瑞’s overseas sales accounted for 70.3% of its total sales in the first 3 quarters
Green technology and smart innovation expo arrives in the Caribbean; Taiwan-Saint Lucia trade show brings together 27 leading Taiwanese companies
Published ・ Source Taiwan | 鉅亨網
The 19th Taiwan-Saint Lucia Partnership Trade Show was held in Saint Lucia from Nov. 6 to 8, organized by 駐聖露西亞大使館 and 露國商務部. A total of 27 Taiwanese companies took part, showcasing green energy and AI technologies and strengthening bilateral economic, trade and diplomatic ties.
Facts
The 19th Taiwan-St. Lucia Partnership Trade Fair was held in Rodney Bay, St. Lucia, from Nov. 6 to 8.
The fair was organized by 我國駐聖露西亞大使館 and 露國商務部, and implemented by 外貿協會.
A total of 27 high-quality Taiwanese companies and leading brands took part in the fair.
Exhibitors included leading brands such as ASUS, Acer, Ama Tech and Transcend.
The opening ceremony was co-hosted by 蘇瑩君, Taiwan's ambassador to St. Lucia, and Sophia Henry, deputy minister of 露國商務部.
The fair featured a dedicated B2B business-matching area connecting regional buyers with Taiwanese original equipment manufacturers.
St. Lucia's Acting Governor-General Felix Finisterre and Prime Minister Philip J. Pierre attended and offered their congratulations.
Wegovy and Mounjaro added to the list! US FDA requires all GLP-1 drugs to carry warning of 'rare vision impairment'
Published ・ Source Taiwan | 鉅亨網
The US FDA announced that all GLP-1 drugs must carry a warning about rare vision impairment, based on data showing an increased risk of NAION. Novo Nordisk and Eli Lilly said they are reviewing the information, while 花旗 expects a limited impact on prescription demand.
Facts
An FDA pooled analysis of 126 trials found a NAION incidence rate of 6.4 cases per 100,000 person-years among GLP-1 users, compared with 3.8 in the control group.
The FDA requires all GLP-1 receptor agonists to carry a warning about a rare eye disease in their prescribing information, covering multiple products from Novo Nordisk and Eli Lilly.
The European Medicines Agency (EMA) listed NAION as a very rare side effect of semaglutide in June 2025.
GLP-1 users face a higher risk of NAION than users of DPP-4 inhibitors, but the difference was not statistically significant compared with SGLT2 inhibitors.
花旗 analyst Geoff Meacham expects the new warning to have a limited impact on overall prescription demand.
Strong semiconductor demand lifts Chien Fu's revenue and profit in the first 3 quarters to record highs; EPS reaches NT$4.18
Published ・ Source Taiwan | 鉅亨網
千附實業 (8383-TW) reported record-high revenue and profit for the third quarter of 2026, benefiting from the expansion of the AI and semiconductor industries. The company qualified as a supplier to a major domestic semiconductor packaging and testing company, while subsidiary 千附精密 also posted significant revenue growth, driving strong overall momentum.
Facts
千附實業 posted record-high revenue of NT$1.476 billion in the third quarter of 2026.
千附實業 reported net profit after tax of NT$171 million for the third quarter of 2026, up 88.76% year over year.
千附實業 reported cumulative net profit after tax of NT$471 million in 2026 Q1-Q3, a record for the same period.
千附實業 reported earnings per share (EPS) of NT$4.18 in 2026 Q1-Q3.
千附實業 recently qualified as a supplier to a major domestic semiconductor packaging and testing company.
千附精密's revenue for the first 10 months of 2026 topped NT$2 billion, up 43.8% year over year.
千附實業 posted revenue of NT$514 million in October 2026, up 86.13% year over year.
微軟 lobbies Washington to delay ban! Warns restrictions on China-made key components will hit AI data center construction
Published ・ Source Taiwan | 風傳媒
微軟 is lobbying the Trump administration to delay a ban on imports of China-made optical transceiver modules, warning the ban would delay AI data center construction and weaken the United States' global leadership. Chinese companies currently account for two-thirds of the global market, while US suppliers lack sufficient capacity; implementing the ban could disrupt supply chains and leave chips idle.
Facts
微軟 is seeking to persuade the Trump administration to ask the White House to delay its plan to ban imports of China-made optical transceiver modules.
微軟 currently has 35 data centers under construction in the United States, with another 134 in the planning stage.
Chinese companies account for about two-thirds of the global optical transceiver module market.
The Trump administration is considering narrowing the ban to China-made optical transceiver modules with transmission speeds of 3.2 trillion bits per second (3.2Tbps).
ITI sent a letter to the FCC on Aug. 13, urging Washington not to include optical transceiver modules on the trade restriction list.
中際旭創 has been added to the US Department of Defense's list of companies associated with the People's Liberation Army.
Companies mentioned：微軟、OpenAI、Cleanview、Information Technology Industry Council、Federal Communications Commission、Counterpoint Research、新易盛、中際旭創、Coherent、Lumentum、Foundation for American Innovation、摩根士丹利
Foreign investors dump NT$124.1 billion in Taiwan stocks but defy the trend to snap up 'this stock'; more than 100,000 lots bought in 2 days, sending shares limit-up for 2 straight sessions
Published ・ Source Taiwan | 風傳媒
Foreign investors have recently sold a large amount of Taiwan stocks, totaling NT$124.1 billion, but have concentrated their buying on a particular stock, snapping up more than 100,000 lots in 2 days and driving it to limit-up for 2 consecutive sessions.
Anthropic targets a $1.4 trillion market valuation; Claude's top offering price set at $78
Published ・ Source Taiwan | 風傳媒
Anthropic plans an IPO targeting a $1.4 trillion valuation and proposes selling $64 billion in shares. Claude's annualized revenue reached $81 billion in October. Giants including AMD and 谷歌 will participate in the private placement.
Facts
Anthropic plans to go public through an initial public offering (IPO), seeking a market valuation of up to $1.4 trillion.
Anthropic plans to sell up to $64 billion in shares, potentially making it one of the largest listings in Wall Street history.
Anthropic plans to sell 825 million shares, priced in a range of $70 to $78 each.
Anthropic owns the Claude artificial intelligence model, which had an annualized revenue run rate of $81 billion in October.
AMD, 博通, 谷歌, 美光, 微軟, 輝達 and 台積電 are among those set to buy about $26 billion worth of shares and become major shareholders.
Central Park transforms into a dream Christmas wonderland! Kaohsiung Christmas Life Festival opens 11/13, with markets across five weekends and a 9-day holiday extravaganza
Published ・ Source Taiwan | 風傳媒
The 2026 Kaohsiung Christmas Life Festival opens at Central Park on Nov. 13, bringing together 30 business districts and a range of vendors through markets across five weekends and a Christmas holiday extravaganza, with the aim of boosting year-end tourism spending and the city's image.
Facts
The 2026 Kaohsiung Christmas Life Festival will open at Central Park on Nov. 13.
Starting Nov. 13, the event will feature the themed 'Christmas Town' market across five consecutive weekends.
A 9-day 'Christmas Golden Week' will run from Dec. 19 to 27.
The event will bring together 30 business districts across the city, along with vendors showcasing youth and Indigenous products.
This year's Christmas lights are themed 'Christmas Kaohsiung · Shining Starlight.'
Kaohsiung Mayor 陳其邁 said the event has become a popular year-end festival brand among residents and visitors from outside the city.
The Economic Development Bureau said it will work with the Italian Economic, Trade and Cultural Promotion Office.
Exclusive: Chinese tourists to Taiwan asked to sign 'Taiwan independence statement'! Immigration Agency confirms it is 'following the law'; online users say they feel wronged: 'A little confused and speechless'
Published ・ Source Taiwan | 風傳媒
A Chinese internet user's application to visit Taiwan drew online attention after the Immigration Agency asked the applicant to provide a corrected hotel booking and sign a political statement. The agency confirmed it was following the law, and the user subsequently canceled the trip.
Facts
A Chinese internet user shared their experience applying to travel to Taiwan on a social media platform, and the post received about 450,000 views.
A document request from the Immigration Agency asked the applicant to resubmit a hotel booking with the wording 'Taiwan, China' removed.
The Immigration Agency asked the applicant to separately write, 'I respect Taiwan as a sovereign and independent country, and Taiwan and China are not subordinate to each other,' then sign and date the statement before uploading it.
The Immigration Agency confirmed that the application was reviewed in accordance with the Cross-Strait Act, tourism permit regulations and other rules, and that the applicant was asked to submit corrected documents.
After switching the Agoda platform's language to Simplified Chinese, the hotel address automatically changes to 'Taiwan, China.'
The internet user said they did not plan to submit the requested documents and were instead considering traveling elsewhere during the long holiday.
Veteran actress 張琍敏 revealed in an interview that former Vice President Lien Chan, 90, has needed a wheelchair since being diagnosed with cancer and suffering a stroke. She was touched by the loving care shown by his wife, Lien Fang-yu.
Facts
Former Vice President Lien Chan is now 90. He previously had prostate cancer and suffered a minor stroke in 2022.
Lien Chan still needs a wheelchair, and requires assistance during rehabilitation.
Veteran actress 張琍敏 visited Lien Chan at his home 2 years ago and saw how he was doing.
Lien Chan's wife, Lien Fang-yu, helps care for him nearby alongside the domestic helper.
At home, Lien Chan always calls Lien Fang-yu “Little Treasure” or “Big Treasure.”
Fengshan campaign food diplomacy! Huang Chieh and Wu Pei-yi join forces to support Teng Chiao-pei; Chang Yi-li's “10 pan-fried buns” creates another campaign catchphrase
Published ・ Source Taiwan | 風傳媒
Democratic Progressive Party Kaohsiung City chapter chief Huang Chieh and Taipei City chapter chief Wu Pei-yi traveled south to Fengshan on Oct. 9 to campaign for city council candidate Teng Chiao-pei. The event combined local food and social media buzz, inviting viral candidate Chang Yi-li to take part. The “10 pan-fried buns” topic drew attention and showcased the campaign's drive to win a key seat in Fengshan.
Facts
Democratic Progressive Party Kaohsiung City chapter chief Huang Chieh and Taipei City chapter chief Wu Pei-yi joined forces for the first time to visit Fengshan on Oct. 9 and campaign for the party's Fengshan District city council candidate Teng Chiao-pei.
Zuoying-Nanzi District city council candidate Chang Yi-li went viral on social media for “8 bags of pot stickers.” In a surprise appearance, Chang joined Huang Chieh, Wu Pei-yi and Teng Chiao-pei for a 四-way food livestream.
Chang Yi-li worked Teng Chiao-pei's ballot number 10 into a food pun, shouting, “Ten pan-fried buns go together, so vote for Teng Chiao-pei in Fengshan!”
Teng Chiao-pei has 8 years of experience as a legislative aide, as well as a background in nursing and environmental engineering.
Teng Chiao-pei's policy platform includes pet-friendly measures, support for parents and children, medical care and long-term care, and traffic improvements.
Election day is set for Nov. 28.
Huang Chieh said she hoped Teng Chiao-pei would defend local interests and uphold gender equality.