LINE announces important notice! “Chat histories disappear after 6 months”; paid users can view up to 5 years. 1 type of user is affected—see the latest rules at a glance
Published ・ Source Taiwan | 風傳媒
LINE announced that chat histories for official accounts will be kept for only 6 months, with paid plans extending access to 5 years, and launched account security checkups.
Facts
Chat histories for LINE official accounts will no longer be displayed after 6 months; purchasing an advanced plan allows users to view up to 5 years of history.
LINE recently launched a campaign promoting regular account checkups, with notifications sent by the official account Service Messages, which has green shield verification.
The first phase of the account security check began on Nov. 4, with reminders sent to users who had not set a phone number, email address or password.
The second phase of the account security check runs from Nov. 9 to 12, notifying users who have not linked an Apple or Google account that they must complete at least 1 setup.
LINE recommends that users also link an Apple or Google account to give themselves more ways to recover their accounts.
Admitting that election prospects are dire in 3 KMT-controlled counties and cities! Cheng Li-wun singles out this DPP figure as a formidable opponent; avoids discussing her future if the party loses: No need to find a scapegoat in advance
Published ・ Source Taiwan | 風傳媒
Regarding the 九合一 elections, Cheng Li-wun said the DPP's prospects were dire in 3 counties and cities and singled out a formidable opponent, while avoiding discussion of responsibility for a loss and her own future.
Taiwan's newest amusement park is here! Opening on Nov. 24, it covers 2,000 ping and is accessible by both MRT and TRA—convenient for shopping and dining. See the highlights and address
Published ・ Source Taiwan | 風傳媒
KidZania奇薩尼亞, a globally renowned children's role-play brand, is coming to Taiwan. Its first location, “KidZania Taipei,” is scheduled to open for a preview on Nov. 24, 2026, at LaLaport Nangang. The park covers 2,000 ping and will offer 50 career experiences in partnership with 40 brands, incorporating local Taiwanese cultural elements and aiming to foster children's independence and sense of responsibility.
Facts
KidZania Taipei will begin preview operations on Nov. 24, 2026, on the 5th floor of Mitsui Shopping Park LaLaport南港.
KidZania Taipei covers nearly 2,000 ping and plans to offer nearly 50 career experiences in partnership with nearly 40 brands.
Tickets for children at KidZania Taipei cost NT$1,400, while adult tickets cost NT$700.
Could Jensen Huang face a treason crisis? Economist flags the suspicious “instant admission of an affair”: He may resign as CEO, but he is not the loser
Macroeconomist Wu Chia-lung said Jensen Huang's swift admission of an affair was intended to limit the damage and cover up a more serious national security issue.
Wu Chia-lung said that if Jensen Huang knew in advance where the chips would ultimately go, the case could involve violations of U.S. export controls, national security issues and even treason.
Wu Chia-lung predicted that Jensen Huang might resign as CEO because of his appearance at a U.S. congressional hearing and related controversies.
Wu Chia-lung warned that Taiwanese companies must stop indirectly helping Chinese businesses evade U.S. controls or risk legal consequences.
U.S. President Donald Trump recounted the call and said he believed Jensen Huang's claim that he had no knowledge of the matter.
Taiwanese veteran manufacturer to be delisted on Dec. 21! “Net worth negative NT$244 million, shares plunged to limit-down at the open”; 54,600 shareholders affected—see the reasons for the losses at a glance
Kao Chin Su-mei implicated in alleged Chinese espionage case! Could encrypted hard-drive messages be key evidence? Weekly magazine reveals: “Can you completely control Kao Chin Su-mei?”
Published ・ Source Taiwan | 風傳媒
Independent legislator Kao Chin Su-mei was indicted by the Taiwan High Prosecutors Office under the National Security Act and faces a 14-year prison sentence for allegedly receiving NT$170 million in Chinese Communist Party funds to develop an organization. Prosecutors cite encrypted messages found on a hard drive seized from her office as key evidence. Kao denies the allegations and says the indictment was hastily prepared.
Facts
Kao Chin Su-mei was indicted by the Taiwan High Prosecutors Office under the National Security Act and the Anti-Corruption Act, with prosecutors seeking a 14-year prison sentence.
Prosecutors allege that Kao's team received more than NT$170 million in Chinese Communist Party funds from 2005 to 2016.
Investigators seized an encrypted portable hard drive from Kao's office and found more than ten confidential messages.
The messages show that the Chinese side once asked Chang Chun-chieh, “Can you completely control Kao Chin Su-mei?”
Chang Chun-chieh, the office director, fled after being released on bail and is suspected of leaving the country illegally from Zhengbin Fishing Harbor in Keelung.
Is a community notice saying “Littering carries a NT$2,000 fine” legal? Management committees actually have no authority to issue fines! The proper way to handle resident violations revealed
Published ・ Source Taiwan | 風傳媒
This article explains that community management committees have no authority to issue fines to residents and that violations should be handled by the competent authorities. Committees should gather evidence, send letters requesting corrective action and file reports, while residents can also protect their rights through civil litigation.
Facts
Management committees have no administrative penalty authority; fines imposed on residents or deductions from management fees have no legal effect.
The proper process for management committees to address violations is to gather evidence, send a letter setting a deadline for corrective action, and report the matter to the competent authorities.
Explainer》Why are residents upstairs also unable to escape when a fire breaks out downstairs? Fire agency reveals the deadly factor
Published ・ Source Taiwan | 風傳媒
The National Fire Agency under the Ministry of the Interior and the Miaoli County Fire Department issued fire safety guidance, saying that propping open normally closed fire doors in apartment building stairwells compromises fire compartmentation and causes the chimney effect, allowing thick smoke to spread upward and endanger residents on higher floors. The conduct violates the Building Act and carries a maximum fine of NT$300,000.
Facts
Normally closed fire doors must not be fitted with doorstops under regulations and should be kept closed at all times.
Keeping a normally closed fire door open in violation of the rules carries a maximum fine of NT$300,000.
The chimney effect can turn stairwells into channels through which fire and thick smoke spread upward.
Normally open fire doors must be fitted with automatic closing devices activated by smoke detectors or controlled by other means.
Fire doors must be openable from the side facing the evacuation route without using any kind of key under normal circumstances.
Thick smoke from fires contains carbon particles, tar and toxic gases; inhalation can be life-threatening.
Article 76 of the Building Design and Construction section of the Building Technical Regulations sets out the classifications and requirements for fire doors.
Tourism Administration adds more to its latest travel subsidy! Up to NT$3,700 per person, with applications open nationwide—see the payout amounts and method at a glance
Published ・ Source Taiwan | 風傳媒
The Tourism Administration under the Ministry of Transportation and Communications announced that its weekday accommodation subsidy has been extended through the end of 2026, offering up to NT$3,700 per person. The campaign has drawn strong interest, with more than 3.32 million people registered, and aims to boost weekday travel and local spending.
Facts
The Tourism Administration under the Ministry of Transportation and Communications has extended its “Weekday Accommodation Subsidy” program through Dec. 31, 2026.
Since the program launched on Sept. 1, more than 3.32 million people have registered online, and subsidies have covered more than 840,000 room-nights.
For weekday stays in outlying islands, the subsidy covers up to NT$1,000 off the first night and up to NT$1,500 off the second night, for a total discount of up to NT$2,500.
Birthday celebrants can directly deduct NT$1,200 with each “Birthday Accommodation Subsidy Voucher,” which is valid on all dates, including holidays.
Original購買整合高鐵、台鐵或指定捷運之 TaiwanPASS 交通套票享有 4 折優惠。
Companies organizing employee group trips of 2 days and 1 night or longer can apply for a NT$20,000 grant per group.
Those who use a weekday lodging discount and complete registration between September 1 and November 30, 2026, will receive corresponding amusement park points.
Huang Le visited Taiwan multiple times on a Hong Kong passport; Liu Shih-fang reveals her permit has been revoked: “She can’t return to Taiwan”
Published ・ Source Taiwan | 風傳媒
Huang Le, the girlfriend of 輝達 CEO Jensen Huang, came to Taiwan on a Hong Kong passport amid espionage concerns. The Ministry of the Interior has revoked her visa and barred her from entering. The National Immigration Agency also reiterated that visitors from mainland China must comply with regulations and must not make statements or engage in conduct that insults the dignity of the nation, or their permits will be revoked.
Facts
Interior Minister Liu Shih-fang confirmed that Huang Le’s permit has been revoked, making it impossible for her to return to Taiwan.
Huang Le visited Taiwan several times on a Hong Kong passport, and Taiwan has monitored her movements since 2024 at the recommendation of the United States.
National Immigration Agency Director Lin Hung-en said relevant government agencies have information on Huang Le’s entry into Taiwan.
Under the Act Governing Relations Between the People of the Taiwan Area and the Mainland Area, the National Immigration Agency may deny approval or revoke permits in cases involving conduct that insults the dignity of the nation.
During questioning, Democratic Progressive Party legislator Huang Jie said Huang Le is a Chinese national and questioned how she was able to enter on a business visa.
Could Jensen Huang be forced out? Kuo Cheng-liang names two major 輝達 shareholders poised to act: a successor may already be lined up
Published ・ Source Taiwan | 風傳媒
輝達 CEO Jensen Huang is facing pressure from congressional questioning over allegations of an extramarital affair and espionage. Former legislator Kuo Cheng-liang said this is a power struggle over the tech industry’s direction, aimed at forcing Huang out.
Facts
輝達 CEO Jensen Huang admitted to an extramarital affair, while his alleged partner, Huang Le, has been accused by U.S. intelligence agencies of involvement in Chinese espionage activities.
Republican members of the U.S. Congress have asked Jensen Huang to attend a closed-door briefing on November 18 to address national security concerns.
Former legislator Kuo Cheng-liang believes the case involves a dispute in the U.S. tech industry over its approach to the Chinese market, and that the conspiracy theory behind it is an attempt to replace Jensen Huang.
Jensen Huang owns only about 3.5% of 輝達 and does not control a majority stake.
Major traffic law amendments! New motorcycle rules to take effect nationwide: fines of up to NT$36,000 and driving bans; a look at the latest enforcement standards
Published ・ Source Taiwan | 風傳媒
The Ministry of Transportation is drafting new rules for motorcycle license plate angles, setting standards for upward and downward tilts and sideways slanting. The rules are expected to be phased in starting in 2027, with violations punishable by fines of up to NT$36,000, in a bid to resolve enforcement disputes.
Facts
Drawing on regulations in Japan and the European Union, the Ministry of Transportation has, for the first time, proposed angle limits for rear motorcycle license plates. The draft says plates may not tilt upward by more than 40 degrees or downward by more than 15 degrees, while sideways slant and rotation must remain at 0 degrees.
The new motorcycle license plate angle rules could be phased in as early as July 2027, first applying to new-model L-category vehicles and expanding to all L-category vehicle types starting January 1, 2028.
If a vehicle owner modifies a license plate holder in a way that violates plate-mounting rules, Article 12 of the Road Traffic Management and Penalty Act allows for a fine of up to NT$36,000 and impoundment of the vehicle.
Several disputes over enforcement against motorcycles with raised plates arose in Tainan early this year, prompting the Ministry of Transportation to consider legal revisions to reduce disagreements between vehicle owners and police over what constitutes a violation.
The Highway Bureau warned that common violations include deliberately obscuring license plates, altering them with graffiti, applying stickers that affect legibility, installing frames with neon lights or rotating mounts, and hanging plates upside down.
More nutritious than beef? 2 foods have “12 times the protein of milk,” help build bone and prevent osteoporosis, and lower cholesterol
Published ・ Source Taiwan | 風傳媒
This article examines the nutritional benefits of black beans and black bean sprouts, noting that green-kernel black beans contain about 12 times as much protein as milk and are rich in dietary fiber, minerals and phytochemicals. Experts recommend eating them in moderation to add plant-based protein, aid bowel movements and lower cholesterol, while advising that they be thoroughly cooked and that people with kidney disease limit their potassium intake.
Facts
Each 100 grams of black bean sprouts contains about 166 milligrams of calcium and 4.9 grams of dietary fiber.
Black beans contain plant sterols, which can reduce cholesterol absorption in the intestines.
Raw black beans contain trypsin inhibitors, which may interfere with protein digestion and absorption, so they should be thoroughly cooked before eating.
Each 100 grams of green-kernel black beans contains about 1,632 milligrams of potassium, while yellow-kernel black beans contain about 1,439 milligrams.
Does Qin Huizhu want to be the blue-camp version of Wang Shijian? Zheng Liwen asks, “How could she smile at Shen Boyang?”; media figure explains why she has the confidence to move toward the center
Published ・ Source Taiwan | 風傳媒
Zheng Liwen questioned Qin Huizhu about why she smiled at Shen Boyang. A media figure analyzed the source of her confidence as she moves toward the political center.
Senior Citizen Welfare Card offers more than half-price train tickets! 台鐵’s “1 new system is about to launch, changing the rules for seniors buying tickets”; 高鐵 reveals its timeline
Published ・ Source Taiwan | 風傳媒
台鐵 Chairman Zheng Guang-yuan announced plans to complete system development by the end of next year so seniors can use their welfare cards to buy reserved-seat tickets. 高鐵 Chairman Shih Che said it will assess whether to include reserved-seat booking with the welfare card, depending on the new trains’ operating conditions next July.
Facts
台鐵 plans to let seniors use their welfare cards to buy reserved-seat tickets by the end of next year, with the system launching at all stations across Taiwan simultaneously.
台鐵 aims to complete the tendering process for a system allowing seniors to use their welfare cards to buy reserved-seat tickets by the end of this year.
People aged 65 and older currently cannot reserve seats with their welfare cards and can only ride local trains or take unoccupied seats on Tze-Chiang Limited Express trains.
New Tze-Chiang Limited Express trains such as the EMU3000 currently do not allow passengers to use welfare cards to tap in and take unoccupied seats.
高鐵 will assess whether reserved-seat booking with the welfare card is feasible after new trains enter service next July.
The Ministry of Transportation has coordinated with the Ministry of Health and Welfare for the central government to cover part of the cost of implementing the new senior welfare card system.
Explainer: The Expo Park was once a U.S. military site! A soccer stadium was later built there, but eventually disappeared for this reason
Published ・ Source Taiwan | 風傳媒
This article explores the history of the land now occupied by the Yuanshan Expo Hall at Taipei Expo Park. The site was Yuanshan Sports Ground in 1923, served as a U.S. military site after the war, and was redeveloped as Zhongshan Soccer Stadium in 1989.
Facts
The former site of the Expo Hall was Zhongshan Soccer Stadium, which officially opened in 1989. It cost hundreds of millions and could accommodate about 20,000 spectators.
Because Zhongshan Soccer Stadium was beneath the flight path of Songshan Airport, aircraft noise frequently disrupted matches. As a result, only 14 and 15 soccer matches were held there in 2005 and 2006, respectively.
After World War II, the Yuanshan area served as a distribution center for U.S. aid supplies and an office site for the U.S. Military Assistance Advisory Group. Supplies including nonfat dry milk and flour were stored there until U.S. forces withdrew in 1979.
Yuanshan Sports Ground was established in 1923. It hosted events attended by Japanese Crown Prince Hirohito during his visit to Taiwan and was the main venue for Taiwan’s qualifying matches for the Summer Koshien tournament.
Zhongshan Soccer Stadium closed for redevelopment in 2008 and became the Expo Hall after the Expo opened in November 2010. After the Expo ended, it was not returned to soccer use and continued as an exhibition space.
Jensen Huang faces legal battle! 輝達 shareholder files class-action lawsuit, dating the case to the day Huang and Huang Le met in Taiwan
Published ・ Source Taiwan | 風傳媒
輝達 CEO Jensen Huang is facing a shareholder class-action lawsuit over an extramarital affair and his relationship with Huang Le, who is suspected of involvement in intelligence activities. 輝達’s board has launched an independent investigation led by former prosecutor Chin Chun, and the company’s stock has been hit.
Facts
Retail investor Kirstenmacher filed a class-action lawsuit against 輝達 and Jensen Huang in federal court in California on November 9, U.S. time.
The lawsuit dates the start of “investors being misled” to October 9, 2025, the day 《紐約時報》 first reported that Jensen Huang and Huang Le had socialized in Taiwan.
輝達’s independent directors announced they had retained former chief federal prosecutor for Manhattan Chin Chun and his firm, 瓦赫特爾律師事務所, to lead the investigation.
Jensen Huang admitted to having an extramarital affair and said his actions had hurt his wife and children, adding that there was no excuse.
輝達 shares fell 4.3% at the close of U.S. trading on November 9, wiping out about US$190 billion in market value. They fell a further 5.5% to 6% on November 10.
Chinese Foreign Ministry spokesperson Guo Jiakun denied the espionage allegations, calling them baseless and a smear against China.
《紐約時報》 reported that Megaspeed bought more than US$4.8 billion worth of 輝達 chips over the past 2 years.
Traveling to China? New rules take effect tomorrow, 11/12: “Affecting transfers and business trips regardless of nationality”; a look at the latest requirements
Published ・ Source Taiwan | 風傳媒
AI giant Anthropic announced that its revised “Regional Support Policy” will take effect on November 12, 2026, imposing strict restrictions on users in mainland China and unsupported regions and tightening corporate ownership reviews. Taiwan currently remains fully supported.
Facts
Anthropic announced that its revised “Regional Support Policy” will officially take effect on November 12, 2026.
The new policy expands restrictions to everyone located in unsupported regions, including mainland China.
When determining eligibility to use the system, it verifies the user's actual geographic location at that time.
The new policy significantly tightens scrutiny of the structures behind companies, including ownership and control relationships.
Employees of companies registered or headquartered in unsupported regions cannot use the service even when they are in supported regions.
Taiwan remains an officially designated compliant supported region by Anthropic.
Anthropic began tightening sales restrictions on companies in unsupported regions as early as September 2025.
JR東日本 to trial phone-free walk-through ticket gates in 2027! First rollout at 40 stations on the Yamanote Line and at airports
Published ・ Source Taiwan | 風傳媒
JR東日本 announced it will introduce UWB contactless gates in spring 2028, with the first rollout covering the Yamanote Line and airport stations. Trials will begin in April 2027, aiming to improve commuting efficiency and convenience, with a gradual expansion to stations nationwide.
Facts
JR東日本 plans to introduce contactless walk-through gates in spring 2028.
The first phase of contactless gates will cover the entire Yamanote Line as well as Narita and Haneda airport stations.
The trial program is scheduled to begin on April 10, 2027, and end on February 29, 2028.
The new gates use ultra-wideband (UWB) wireless communication technology.
The initial trial will recruit about 400 passengers with commuter passes for specific station routes.
The goal is to cover all stations currently equipped with ticket gates by the end of fiscal 2031.
Labor Ministry announces cash payments! Workers should remember to claim 1 payment, with up to NT$15,000 per person available to applicants nationwide; wage subsidy eligibility explained
Published ・ Source Taiwan | 風傳媒
The Labor Ministry announced employment stabilization measures running from November 2026 to April 2027, covering machinery and equipment, transport equipment and parts, and chemical materials and fertilizer manufacturing. Workers on reduced hours for at least 30 days can receive a subsidy equal to 70% of the wage difference, up to NT$11,500 per month.
Facts
The Labor Ministry announced that employment stabilization measures will run from November 1, 2026, to April 30, 2027.
The industries covered by this round of employment stabilization measures are machinery and equipment manufacturing, other transport equipment and parts manufacturing, and chemical materials and fertilizer manufacturing.
Eligible workers can claim a subsidy equal to 70% of the wage difference before and after their hours are reduced, up to NT$11,500 per month.
Workers must reach an agreement with their employer to reduce working hours for at least 30 days, and be included in a report filed by the local labor authority, to apply for the subsidy.
During periods of reduced working hours in 2026, monthly-paid full-time workers must receive at least the annual minimum wage of NT$29,500 per month.
Labor Ministry Deputy Minister Li Jianhong said the share of workers on reduced hours in machinery and equipment manufacturing, and in other transport equipment and parts manufacturing, remains at 0.5% or higher of the number of people covered by employment insurance.
The Ministry of Economic Affairs recommended including basic metals manufacturing, petroleum and coal products manufacturing, and chemical materials and fertilizer manufacturing, but only the chemical materials and fertilizer manufacturing industry was approved for this round.
What is so beautiful about Huang Le, the mistress? An old acquaintance says: “You get a jolt when you see her, as if spellbound”
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang acknowledged an extramarital affair, drawing attention to his lover, Huang Le. People familiar with the matter said Huang Le is cheerful and confident, has strong public relations skills, and comes from a wealthy family.
Facts
輝達（Nvidia） CEO Jensen Huang admitted to an extramarital affair, putting his lover, Huang Le, in the global spotlight.
People familiar with the matter described Huang Le as cheerful and talkative, extremely confident, and highly skilled in public relations.
Huang Le graduated from the master's program at Hong Kong Baptist University around 2008.
People familiar with the matter said Huang Le has a sweet smile and a “magnetism” that captivates men.
Huang Le comes from a wealthy family; her father does business in Hunan and is highly influential.
National-security-level oversight of virtual assets is coming! 金管會 to roll it out in 4 stages; special law and subordinate regulations set for Q1 next year
Published ・ Source Taiwan | 鉅亨網
金管會 announced a four-stage framework for virtual asset oversight, with a special law and 9 subordinate regulations expected to take effect in Q1 2027. The framework will regulate VASP operations and guide the industry toward licensed operations.
Facts
金管會 confirmed that the Virtual Asset Services Act and related subordinate regulations will take effect in the first quarter of 2027.
金管會 is currently moving ahead with advance notice of 9 subordinate regulations to support the special law's implementation.
Virtual asset service providers (VASPs) will formally come under regulations for licensed businesses.
Anyone conducting virtual asset business without registration will face criminal liability.
In the future, if new virtual asset businesses emerge, the regulator may open them directly through administrative orders.
AI infrastructure faces political headwinds! 大摩: 40% of AI chips in the U.S. may not be powered up before 2028; 20% of new data center projects at risk of delay until 2029
大摩 estimates that about 5GW of new U.S. data center capacity scheduled to come online in 2028 will be pushed back to 2029.
Original在2026至2028年期間在美部署的AI晶片中約有四成面臨無法及時通電的風險。
After the adjustment, annual new data center capacity in the U.S. will fall 4% year over year in 2028, then rebound sharply by 38% the following year.
The total power demand corresponding to U.S. chip shipments from 2026 to 2028 is 116 GW, with a final net shortfall of 44 GW.
大摩 maintained its capital spending forecasts for hyperscale technology companies including 谷歌, 亞馬遜, 微軟 and Meta, with spending projected to rise further to about 1.76 trillion in 2028.
OpenAI revenue hits $10 billion but losses persist! Third-quarter operating loss widens to $10.9 billion
Published ・ Source Taiwan | 鉅亨網
OpenAI posted third-quarter revenue of $10 billion, up 50% quarter over quarter, but its operating loss widened to $10.9 billion. Its adjusted operating margin improved to negative 109%. Meanwhile, Anthropic is considering an IPO, with its valuation expected to reach $1.4 trillion, fueling market concerns about the AI industry's profitability.
Facts
OpenAI's third-quarter revenue rose about 50% from the previous quarter to $10 billion
OpenAI's third-quarter operating loss widened to $10.9 billion from $10.1 billion in the previous quarter
OpenAI's third-quarter adjusted operating margin improved to negative 109% from negative 150% in the second quarter
The market expects Anthropic's IPO valuation could reach about $1.4 trillion
霈方 posts NT$274 million profit for first 3 quarters, up 2 times year over year, with EPS of NT$12.48; deepens medical aesthetics strategy
Published ・ Source Taiwan | 鉅亨網
霈方 (6574-TW) reported net income after tax of NT$274 million for the first 3 quarters, up 2 times year over year, with earnings per share of NT$12.48. The company is deepening its medical aesthetics strategy through resource integration and digital management to improve operational efficiency.
Facts
霈方's net income after tax for the first 3 quarters of this year was NT$274 million, up 2 times year over year.
霈方's third-quarter revenue was NT$211 million, up 57.89% year over year.
霈方's third-quarter gross margin was 54.03%, up 8.51 percentage points year over year.
霈方's chairman is Lü Qingsheng.
霈方 provides services including brand licensing, product sales, equipment leasing, and operations consulting.
〈Stock Focus〉台玻 benefits from strong glass-fiber cloth shipments in October; stellar results send shares to limit-up, highest in nearly 5 months
Published ・ Source Taiwan | 鉅亨網
台玻's October revenue benefited from strong glass-fiber cloth shipments, rising 56.49% year over year to surpass NT$5 billion, while cumulative revenue exceeded last year's full-year total. AI-driven demand for high-end glass-fiber cloth is expected to continue through 2028, leaving capacity tight. The stock received a “buy” rating from an investment advisory firm and hit a 5-month high.
Facts
台玻's October revenue rose 12.04% month over month and 56.49% year over year
台玻's October revenue topped NT$5 billion for the first time in more than 5 years
台玻's cumulative revenue for the first 10 months surpassed its full-year revenue for the previous (2025) year
台玻's share price hit a new swing high since the end of June this (2026) year
台玻 Chairman Lin Po-feng said demand for high-end glass-fiber cloth is visible through 2028
Original外資已連3買台玻超過10萬張
A local investment advisory firm gave 台玻 a “buy” rating
European and American accounts listed U.S. tech company bosses whose partners are Chinese and posted photos of the women alongside jokes with discriminatory undertones.
雲豹能源 benefits from AI-driven demand, with steady growth in electricity sales and energy storage; electricity sales revenue rose 6成 year over year in the first 3 quarters
Published ・ Source Taiwan | 鉅亨網
雲豹能源 benefited from AI-driven demand, with electricity sales revenue up 60% year over year to NT$2.782 billion in the first 3 quarters. Revenue from energy storage and solar engineering remained steady, with Japan the main overseas market. Revenue for the first 3 quarters edged down cumulatively, but profitability improved and losses narrowed.
Facts
雲豹能源's electricity sales revenue reached NT$2.782 billion in the first 3 quarters, up 60% year over year.
雲豹能源's energy storage engineering revenue reached NT$986 million in the first 3 quarters.
雲豹能源 reported cumulative revenue of NT$5.187 billion for the first 3 quarters of this year, down 5.54% year over year.
雲豹能源's overseas revenue was about NT$1.019 billion in the first 3 quarters, accounting for 19.6% of total revenue.
雲豹能源 subsidiary 台普威能源 has obtained Japan's JC-STAR cybersecurity certification.
Real estate slump weighs on public finances! South Korea's Gyeonggi Province plans to sell government buildings and land to repay 7 trillion won in debt
Published ・ Source Taiwan | 鉅亨網
Gyeonggi Province plans to sell a building in the Gwanggyo New Town to repay 7 trillion won in debt. The estimated sale price is 1 trillion won, but the plan has faced opposition from lawmakers, staff and experts, who say the property would be difficult to sell amid a real estate slump and that this is not the best solution.
Facts
The Gyeonggi provincial government is considering selling government office buildings and land in Gwanggyo New Town, Suwon, to ease its cumulative debt crisis of more than 7 trillion won.
The building was completed in November 2021 and did not open until May 2022. It is now slated for sale, with the price potentially reaching as much as 1 trillion won.
Hit by the real estate slump, Gyeonggi Province saw local tax revenue plunge from 16.8 trillion won in 2021 to 15.4 trillion won in 2025.
Welfare budgets, however, rose sharply from 14.1 trillion won in 2022 to 19.6 trillion won in 2026, while welfare spending's share of the total budget surged from 41.8% to 49%.
Gyeonggi Province Governor Chu Mi-ae declared a “fiscal emergency” in August this year and is expected to repay about 1.6 trillion won more from 2028 to 2031.
The assets slated for sale are valued at about 720 billion to 870 billion won. Officials believe this is the only way to raise a large sum in the short term.
Yang Gyeong-seok, chair of the Gyeonggi Provincial Council's Public Administration and Security Committee, bluntly called selling the building “the worst choice,” saying the province should first consider issuing local bonds or taking out loans.
Son Jong-pil, head of South Korea's National Household Finance Research Institute, said that amid a real estate slump, buildings worth hundreds of billions of won would be difficult to sell in the short term and would not fundamentally resolve the fiscal crisis.
Real estate: Aging population becomes a trend; inheritance transfers of property across Taiwan rise nearly 13% in 5 years
Published ・ Source Taiwan | 鉅亨網
Interior Ministry statistics show that, affected by population aging, inheritance transfers in Taiwan rose 12.9% over the past 5 years, while sales transfers fell 20%. Experts say gifts can help with asset allocation, but related tax planning should be considered.
Facts
Inheritance transfers across Taiwan totaled 57,857 properties in the first 3 quarters of this year, up 12.9% from the same period 5 years ago
Sales transfers fell about 20% in the first 3 quarters of this year
Gift transfers in the first 3 quarters of this year hit a 5-year low for the same period
Each donor is entitled to a gift tax exemption of NT$2.44 million per year
Combined inheritance and gift transfers exceeded 130,000 properties in 2024 and 2025
U.S. secretary of state: Economic pressure is highly effective; no need for large-scale military action against Iran
Published ・ Source Taiwan | 鉅亨網
U.S. Secretary of State Rubio said after the G7 meeting in Paris on the 10th that there was currently no need for large-scale military action against Iran, as economic sanctions and a blockade had been highly effective. Trump also said the war was over and the status quo was being maintained, but that his position could change if Iran did not negotiate seriously.
Facts
U.S. Secretary of State Rubio said the economic sanctions and naval blockade imposed on Iran by the United States had been highly effective.
Rubio said there was currently no need for large-scale military action against Iran.
President Trump said the war with Iran was, in military terms, effectively over.
The United States has established a new “Iron Gate” task force covering both land and sea routes.
Rubio said the economic pain inflicted on Iran was immense and pressure was continuing to build.
Just last week it said it was nearing the threshold; this week, before its IPO, Anthropic confirms AI has triggered a safety alert
Published ・ Source Taiwan | 鉅亨網
Anthropic confirmed in its IPO filing that AI had triggered a safety alert as the pace of research and development doubled. The company emphasized human control and warned that the insurance industry might be unable to bear catastrophic losses caused by AI.
Facts
Anthropic confirmed that it had determined the key safety alert threshold in its Responsible Scaling Policy had been reached.
The threshold was triggered because AI accelerated research and development, increasing the pace of model progress to about 2 times.
Anthropic set its IPO price range at $70 to $78 per share, with a maximum valuation of about $1.4 trillion.
ETFs dominated the top 5 most popular targets in both Taiwan and U.S. stocks.
Those aged 12 to 14 made up the largest share of new accounts opened by minors, at 19.4%.
New accounts for children under 1 accounted for 7.8%, showing that some parents begin opening investment accounts for their children as early as infancy.
For regular investments in U.S. stocks, VOO, which tracks the S&P 500, ranked first.
OpenAI lets merchants deploy AI agents in ChatGPT; 1.2 billion users become a new advertising channel for merchants
Published ・ Source Taiwan | 鉅亨網
OpenAI launched a beta test of ChatGPT business features on November 10, allowing companies to manage profiles, list products and respond to consumers through AI agents. The initial rollout targets the U.S. market.
Facts
OpenAI announced on November 10 the launch of the “Businesses in ChatGPT” beta.
The new “Business Hub” tool lets businesses verify and update key information, and independently list product feeds with pricing and inventory.
Another tool, “Business Agents,” lets consumers speak directly with merchants’ AI agents to ask about product or service details.
Merchants can sponsor their own Business Agent and use it as a landing page for ChatGPT ads.
Shopify merchants can connect their stores directly through Business Hub or the Shopify admin, streamlining the verification process.
OpenAI emphasized that it will not share users’ conversations or Business Agent chat content with merchants.
融程電’s military orders surge and new applications gain traction; chairman targets CAGR of more than 2 tenths over the next 3 years
Published ・ Source Taiwan | 鉅亨網
融程電 Chairman 呂谷清 said the company is benefiting from strong growth in military and defense orders and the takeoff of new applications such as edge AI. Revenue is projected to grow 2 tenths next year, with a CAGR target of more than 2 tenths over the next 3 years.
Facts
融程電 expects overall revenue to grow 2 tenths next year and is maintaining a CAGR target of more than 2 tenths over the next 3 years.
融程電 reported third-quarter revenue of NT$1.413 billion, up 40.4% year over year, and net income after tax of NT$223 million.
融程電 is shifting to military and automotive shipments in the fourth quarter and expects its gross margin to recover to near the second-quarter level.
融程電 has secured an AI computing unmanned vehicle project using 輝達 chips and expects the single project to contribute at least 5% of revenue next year.
融程電’s B/B ratio currently remains above 1.1, with overall order visibility of about 6 to 8 months.
融程電 plans monthly production capacity of about 10,000 to 15,000 unmanned vehicles, with a long-term revenue share target of 15% to more than 20%.
輝達 shares plunged on higher-than-expected inflation data and a CEO scandal, wiping out a large amount of market value from chip stocks. 美銀 warned that 標普500 faces greater risks due to crowded trading, while market views on what comes next remain divided.
Facts
輝達 (NVDA-US) shares plunged about 6% at Tuesday’s close, suffering their steepest selloff since 2019.
Since Oct. 6, the market value of the 62 tracked chip stocks has fallen by nearly $5 trillion.
美銀證券 head of strategy 薩布拉曼尼安 said 標普500 itself poses a risk because it is the world’s most crowded equity trade.
輝達’s relative strength index (RSI) fell to 24, its most severely oversold level since June 2019.
Bond markets were hit after higher-than-expected October CPI data was released, and the 10-year U.S. Treasury yield briefly topped 5%.
Anthropic IPO valuation could reach $1.4 trillion! 高盛 sees revenue hitting $685 billion in 2030; 7 founders to cash out $1.75 billion
Published ・ Source Taiwan | 鉅亨網
Anthropic has launched its IPO roadshow, targeting a valuation of $1.4 trillion, while 高盛 forecasts revenue of $685 billion in 2030. Its 七 founders plan to cash out $1.75 billion, as the market focuses on its long-term growth potential and near-term cash outflow pressures.
Facts
Anthropic is targeting an IPO valuation of $1.4 trillion, with pricing expected on Nov. 18.
高盛 forecasts that Anthropic revenue will reach $685 billion in 2030.
Anthropic’s 七 co-founders plan to sell a total of $1.75 billion worth of shares in the IPO.
高盛 forecasts that Anthropic may not achieve positive full-year free cash flow until 2030 at the earliest.
Anthropic has pledged to spend about $900 billion on computing capacity over the next few years.
Anthropic’s annualized revenue run rate (ARR) reached $81 billion in October.
高盛 forecasts that Anthropic’s operating loss will widen to $40.4 billion in 2027.
〈Stock Focus〉金像電 leads PCB makers with EPS of NT$28.41 for the first 3 quarters; shares surge back above NT$1,000 today
Published ・ Source Taiwan | 鉅亨網
金像電 posted earnings per share of NT$28.41 for the first 3 quarters of 2026, the highest among PCB makers. Third-quarter net income after tax was NT$6.386 billion, while revenue and gross margin continued to set records. The company is expanding in Taiwan, China and Thailand, and plans to invest NT$7.9 billion in a Taiwan expansion.
Facts
金像電 reported net income after tax of NT$14.653 billion for the first 3 quarters of 2026, up 1.2 times year over year, and earnings per share of NT$28.41, the highest among full-process PCB manufacturers.
金像電 reported revenue of NT$73.159 billion and a gross margin of 36.33% for the first 3 quarters of 2026, up 3.85 percentage points year over year.
金像電’s board approved NT$7.9 billion in capital expenditures to expand in Taiwan.
Chicago Fed president admits October CPI is “concerning,” warns inflation is moving in the wrong direction and does not rule out a 2-increment rate hike
Published ・ Source Taiwan | 鉅亨網
Chicago Fed President 古爾斯比 criticized October CPI data as concerning, particularly the persistently high services inflation. Fed Governor 華勒 warned that if inflation worsens, the December meeting could bring a 2-increment rate hike, underscoring the Fed’s resolve and the pressure it faces in fighting inflation.
Facts
Chicago Fed President 古爾斯比 said the October consumer price report was concerning.
U.S. core consumer prices rose 0.3% in October from the previous month.
Fed Governor 華勒 warned that if inflation does not improve, a 2-increment rate hike may be needed at the December meeting.
Core consumer prices in October came in above expectations for the third consecutive month.
古爾斯比 said persistently high services inflation was the most concerning factor.
A look inside a top tycoon’s marriage: 魏哲家 and wife 牛慶容 keep their relationship private
Published ・ Source Taiwan | 鉅亨網
TSMC Chairman 魏哲家 and his wife 牛慶容 keep their marriage private and have lived apart. In 2021, 魏哲家 gave his wife 1,000 lots of shares, and the couple later gave shares to their 三 sons. They were rarely seen together at the 2025 sports day, and the 魏 family has been a regular customer of a Taichung roast duck restaurant for 12 years, projecting an image of devotion.
Facts
On Oct. 6, 2021, 魏哲家 gave 1,000 lots of TSMC shares to his wife 牛慶容.
Based on the closing price of NT$571 on the reporting date, the gifted shares were worth NT$571 million.
A little over two months later, 魏哲家 and his wife each reported gifting 300 lots of shares to their 三 sons.
魏哲家 and his wife 牛慶容 were rarely seen together at TSMC’s sports day on Nov. 8, 2025.
魏哲家 has been a regular customer at a Taichung roast duck restaurant for about 12 years and often dines there with 十多人 family members.
When 魏哲家 returned to Taiwan for work in his early career, he lived in a dormitory at the TSMC campus while his family stayed in the United States.
Each son received 100 TSMC shares from each parent, for a total of 200 shares.
智伸科 reported net income after tax of NT$821 million for the first 3 quarters, up 95.76% year over year.
智伸科 reported earnings per share (EPS) of NT$7.13 for the first 3 quarters.
Semiconductor component-related shipments accounted for 20% of 智伸科’s revenue in the first 3 quarters.
智伸科’s gross margin for the third quarter was 23.87%, or about 25% excluding one-time costs.
智伸科 is applying its micron-scale precision machining technology to critical semiconductor valve bodies, flow-control components and parts for AI server liquid-cooling modules.
智伸科’s profit for the first 3 quarters exceeded its full-year profit last year.
愛普’s IPD orders are visible through the second half of 2027; embedded substrate applications are expected to grow severalfold next year.
Published ・ Source Taiwan | 鉅亨網
愛普* (6531-TW) said strong demand for IoTRAM and S-SiCap is expected to drive rapid revenue growth in 2027. S-SiCap revenue could surpass IoTRAM revenue, while shipments for embedded substrate applications are expected to grow severalfold.
Facts
愛普* General Manager 洪志勳 expects full-year S-SiCap revenue to have a chance of surpassing IoTRAM revenue in 2027.
愛普* said visibility into customer demand for discrete capacitors extends through the second half of 2027.
Discrete capacitors for embedded substrate applications entered mass production ahead of schedule in the second quarter of 2026, with shipments expected to grow severalfold in 2027.
ApSRAM began mass-production shipments in the second half of 2026, primarily for wearable devices and microcontrollers.
VHM technology is expected to enter mass production in 2028 and make a significant contribution.
愛普* expects its long-term overall gross margin to remain in the 45% to 50% range.
愛普* and 聯電 are collaborating to develop deep-trench silicon capacitor technology and have completed validation of discrete capacitors.
Anthropic IPO sees premium trading before pricing! Investors resell allocated shares early, with buyers paying a 3% to 5% premium
Published ・ Source Taiwan | 鉅亨網
Anthropic IPO shares are trading at a premium before pricing, with JonesTrading offering US$500 million worth of shares. The company plans to raise US$64.4 billion at a US$1.4 trillion valuation, and list on Nasdaq on Nov. 19.
Facts
Anthropic’s IPO has yet to be priced, but investors are already reselling expected allocations early, with buyers paying a 3% to 5% premium.
JonesTrading is representing some investors in offering up to about US$500 million worth of Anthropic share allocations.
Anthropic plans to issue 825 million shares at US$70 to US$78 each, for a fully diluted valuation of about US$1.4 trillion.
Anthropic expects to finalize its offering price on Nov. 18 and list on Nasdaq on Nov. 19 under the ticker symbol “ANT.”
Anthropic reported third-quarter revenue of US$16.956 billion and revenue of US$33.242 billion for the first 9 months.
Anthropic disclosed about US$900.9 billion in commitments for computing capacity purchases and leases.
Anthropic plans to allocate shares to customers through platforms including Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.
Google makes a major move into AI healthcare! Gemini enters hospitals and the insurance industry, offering medical-record integration and prior authorization
Published ・ Source Taiwan | 鉅亨網
Google Cloud launched its healthcare AI solution, Gemini for healthcare, on Nov. 10, offering medical-record integration and prior authorization services for hospitals and insurers. Initial partners include HCA Healthcare and several insurance companies, with the aim of reducing administrative workloads.
Facts
Google Cloud launched its AI agent solution for the healthcare industry, Gemini for healthcare, on Nov. 10.
Gemini for healthcare is now available in preview in the United States to Gemini Enterprise Standard and Plus customers.
Initial partners include HCA Healthcare, Northwell Health, Hartford HealthCare, Stanford Medicine, Highmark Health, Optum and Blue Cross Blue Shield of Massachusetts.
Google has added Epic and Oracle Health as connectors for medical-record systems.
The American Society of Clinical Oncology (ASCO) will integrate its oncology treatment guideline assistant into the platform.
Gemini for healthcare is built on general-purpose Gemini agents and adds 4 core components: healthcare-specific skills, system connectors, an open partner ecosystem, and a platform with governance capabilities.
Google is working with 16 systems integrators, including Accenture, Deloitte, KPMG, PwC and Tata Consultancy Services.
Companies mentioned：Google、Alphabet、Google Cloud、HCA Healthcare、Northwell Health、Hartford HealthCare、Highmark Health、Optum、Blue Cross Blue Shield of Massachusetts、ASCO、Epic、Oracle Health、NextGen Healthcare、InterSystems、Verato、Keragon、TriZetto、GoodRx、Infinitus、Microsoft、Google Workspace、Accenture、Deloitte、KPMG、PwC、Tata Consultancy Services、Anthropic、OpenAI
How long will the National Financial Stabilization Fund continue its 10th market intervention? Finance minister reveals key factor: committee decision required
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks have recently plunged by more than 10,000 points, prompting the National Financial Stabilization Fund to intervene for the 10th time. Finance Minister 莊翠雲 said the intervention is intended to stabilize the market. The timing of an exit requires a decision by the fund’s management committee, and the government will not announce a specific date in advance.
Facts
The National Financial Stabilization Fund decided to intervene for the 10th time to stabilize financial markets and investor confidence.
Finance Minister 莊翠雲 said the government will never announce the timing of an intervention or an exit in advance.
The National Financial Stabilization Fund’s exit must be implemented after discussion and consensus by its management committee.
Taiwan stocks fell about 5,500 points cumulatively from Nov. 2 to 6, a decline of 20.55%.
The National Financial Stabilization Fund’s intervention complies with Article 8 of the fund’s regulations, which covers disorder in capital markets caused by major movements in international funds.
黃仁勳 admits to affair; CNBC: back at 輝達 headquarters, where a somber mood prevails
Published ・ Source Taiwan | 鉅亨網
輝達 CEO 黃仁勳 returned to headquarters after admitting to an affair, apologizing to employees at a morning meeting before turning to business matters. The board has launched an investigation, and the mood inside the company is somber, with employees shocked by the collapse of their idol’s image.
Facts
黃仁勳 went to work at 輝達’s headquarters in Santa Clara, California, on Monday (the 9th) and chaired a morning meeting with senior executives.
黃仁勳 apologized to employees at the morning meeting for the affair but did not take questions.
The mood inside 輝達 was described as somber, despite 黃仁勳’s efforts to make things seem business as usual.
Taiwan’s 3 major airlines soar; Q4 proves resilient in the off-season, with tailwinds from fuel prices and air freight
Published ・ Source Taiwan | 鉅亨網
All 3 major airlines posted strong October revenue, with 星宇航空 setting a record. Benefiting from additional winter flights, new routes and falling oil prices, the fourth quarter is expected to hold up well.
Facts
星宇航空 (2646-TW) posted record consolidated revenue for October.
華航 (2610-TW) and 長榮航 (2618-TW) posted their second-highest monthly revenue on record in October.
長榮航 will launch a nonstop Taoyuan-Delhi, India, route on Dec. 1.
華航 will have 18 A350-900 aircraft undergo cabin refits starting next year.
華航’s online travel fair promotion is selling well through Nov. 21.
大同 swings to an operating-related loss, dragging it to a third-quarter loss of NT$39.95 million, or NT$0.02 per share
Published ・ Source Taiwan | 鉅亨網
大同 (2371-TW) reported lower third-quarter revenue and a net loss after tax, mainly due to a non-operating net loss of NT$461 million, though earnings for the first 3 quarters still grew.
Facts
大同 reported third-quarter revenue of NT$11.748 billion, down 9.73% quarter over quarter and 12.9% year over year.
大同 posted a third-quarter net loss after tax of NT$39.95 million, or NT$0.02 per share.
大同 swung to a non-operating loss in the third quarter, with a net loss of NT$461 million.
The settlement target for the 華映 case is RMB 768 million.
If a settlement agreement is signed, RMB 2.035 billion could be reversed.
The top 3 monthly performers among active ETFs are all bond funds; 00987D surges 10% to lead
Published ・ Source Taiwan | 鉅亨網
Taiwan’s benchmark index has plunged more than 13% over the past month, while bond funds have stood out among active ETFs, taking all 3 top spots. 主動統一 U.S. Bond Quantitative (00987D-TW) led with a monthly gain of 10.02%, benefiting from easing inflation, falling oil prices and increased Federal Reserve independence.
Facts
Taiwan stocks have fallen more than 13% over the past month.
主動統一 U.S. Bond Quantitative (00987D-TW) has risen 10.02% over the past month.
Original主動貝萊德優投等(00985D-TW)近一個月股價上漲6.8%
Original主動復華金融債息(00986D-TW)近一個月股價上漲5.06%
Democrats' control of the Senate means nominees to the Federal Reserve Board must receive Senate approval.
TSMC's October revenue rose more than 59.7% year over year to a record high, while its share price gained more than 2.63% to return to NT$2,345.
Dingying Holdings said at an investor conference that it has begun mass-producing high-end boards with more than 20 layers for AI servers, and is optimistic about business growth in 2027.
Trump Says He Didn't Know About Jensen Huang's Affair Before Trump-Xi Meeting; NYT Reveals He Received Briefings at Least Twice in 7 Months
Published ・ Source Taiwan | 鉅亨網
The New York Times reported that Trump knew before the Trump-Xi meeting that Nvidia CEO Jensen Huang's extramarital affair raised concerns about Chinese intelligence, but did not prevent him from joining the trip. Huang acknowledged the relationship, and Nvidia launched an investigation. Analysts say his influence on lobbying in China may weaken, while chip export controls could tighten.
Facts
The New York Times reported that Trump received briefings at least twice in 7 months about allegations that Jensen Huang's affair partner was involved in Chinese intelligence activities.
Jensen Huang has acknowledged an intimate relationship with Huang Le, a former executive at Singapore data center operator Megaspeed.
Trump was concerned this could affect Nvidia chip sales and the complex trade relationship between the United States and China, so he took no action.
Nvidia's board hired outside lawyers to conduct an independent investigation, saying there is currently no evidence that national security or confidential information was compromised.
Analysts expect Jensen Huang's lobbying influence to wane, with future permits for chip exports to China likely to face stricter scrutiny.
The United States has so far not approved sales of the most advanced Blackwell chips to China, but has approved some H200 purchases.
After hearing an oral briefing from Rubio aboard Air Force One, Trump still allowed Jensen Huang to travel with him as planned.
AMD Angered by Agentic AI Label Frenzy! Vice President Slams 輝達: Don't Try to Fool People With Marketing Speak—Who Could Have Predicted This 4 Years Ago?
Published ・ Source Taiwan | 鉅亨網
AMD executives pushed back against 輝達's claim that its Vera CPU was built specifically for agentic AI, calling it marketing speak. AMD said its EPYC 9006 series offers a diverse product lineup capable of handling different workloads, and argued that predicting the agentic AI boom 4 years ago and designing chips specifically for it would not have been realistic from an engineering standpoint.
Facts
AMD Vice President Madhu Rangarajan and chief architect Mike Clark publicly pushed back against 輝達's marketing claims.
AMD says the EPYC 9006 is the best CPU for the agentic AI era.
AMD denied that it had predicted 4 years ago that agentic AI would become a reality and built products specifically for it.
AMD said CPU development cycles are long, and designing chips specifically for the agentic AI boom that emerged this year 4 years ago would not have been realistic from an engineering standpoint.
AMD's high-density EPYC 9996 delivers peak throughput, while the frequency-optimized EPYC 9686F competes with 輝達 Vera in AI host nodes.
輝達 is set to lose more than $470 billion in market value over 2 trading days.
Original微軟最新一季營收達923億美元，年增19%。
Alice Huang used her relationships with 輝達 and its distributors to secure supplies, helping about 240,000 H100, H200 and some A100 chips flow into China.
輝達's board appointed Joon Kim, a former acting U.S. attorney, and law firm Wachtell, Lipton, Rosen & Katz to lead the investigation.
Original微軟上一季投入452億美元於基礎設施建設，其中相當一部分支出將用於採購輝達晶片。
Traders on prediction market Polymarket put the odds at about 71% that Apple will finish 2026 as the world's most valuable company.
CoreWeave's Computing Capacity Orders Are Packed! Nearly Sold Out Through 2027, With 2028 Demand Several Times Supply
Published ・ Source Taiwan | 鉅亨網
AI cloud computing provider CoreWeave reported that its computing capacity is nearly sold out through 2027, with 2028 demand several times greater than supply. The company is using this to strengthen its pricing power and raise service prices, while turning to customer prepayments for financing to reduce its reliance on debt.
Facts
Customer demand in 2028 is several times the currently available computing capacity.
Prices for services using older 輝達 chips have risen by a cumulative 30% to 50%.
CoreWeave expects to collect $9 billion in customer prepayments over the next 3 months.
As of 2027, more than 75% of committed capital expenditures are associated with investment-grade and enterprise customers.
The ETF raised nearly NT$10 billion during its fundraising period last month.
Original該ETF前十大持股中，台積電比重為6.7%，欣興與奇鋐各為5.2%。
Fund manager Jung Yi-ping said the portfolio allocation would be kept at about 8 tenths in the initial period after listing.
The ETF's core holdings are distributed across key parts of the AI server industry, including advanced process technology, packaging and testing, PCBs and substrates, power supplies and cooling.
The 水利署 issued an updated notice on the free overflow of Baoshan No. 2 Reservoir into the Shijing River, affecting Baoshan Township, Emei Township, and Hsinchu City's East District, North District and Xiangshan District in Hsinchu County. Residents along the river are advised to stay alert and keep away from the riverbed.
台灣自來水公司 issued a water outage alert for multiple villages in Zhongli District, Taoyuan City. Affected areas include Renhe, Renmei and Renxiang villages, among others. The outage is effective from 10:51 a.m. to 2 p.m. on November 11, 2026.
Facts
No. 19, Lane 90, Section 3, Xingren Road, Zhongli District
台灣自來水公司 issued a water outage alert for Yong'an District, Kaohsiung City. Repairs to a water meter will affect Yong'an, Xingang and Yantian villages from 10:48 to 17:00 on November 11, 2026.
台灣自來水公司 issued a water outage alert for Yangmei District, Taoyuan City. A burst pipe on Lane 379, Xinnong Street will cut water to Datong, Zhongshan and Yangming villages from 09:13 to 17:30 on November 11, 2026.
台灣自來水公司 issued a water outage alert for Sanlun Village, Mingjian Township, Nantou County, due to emergency repairs on Mulun Lane. The outage is effective from 10:31 to 17:00 on November 11, 2026.
An emergency repair is underway for a leak in an 80mmPVCP pipe in front of No. 82-1, Lane 300, Section 4, Nanzhu Road, Luzhu District, resulting in a water outage in Hongzhu and Fuzhu villages, Luzhu District, Taoyuan City.
An emergency repair is underway for a road leak in Annan District, Tainan City, resulting in water outages and reduced water pressure in parts of the area.
台灣自來水公司 will suspend water service from 10:37 a.m. to 5 p.m. on November 11, 2026, to accommodate construction at a worksite in Xiangyun Village, Banqiao District, New Taipei City, by 三輝建設股份有限公司.
Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, Taoyuan City, Lienchiang County, Changhua County, Taichung City, Taitung County, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a Strong Wind Advisory for Land Areas (Yellow Alert), warning that parts of Taoyuan City, Taichung City, Changhua County, Pingtung County, Taitung County, Penghu County and Lienchiang County may experience average winds of Level 6 or higher or gusts of Level 8 or higher from the morning of the 11th through the evening of the 12th.
台灣自來水公司 will suspend water service in parts of Caotun Township, Nantou County, and Fenyuan Township, Changhua County, from November 11 to 12, 2026, to connect new and existing pipelines for a new customer installation.
台灣自來水公司 is carrying out emergency repairs to a leak in a 25mm PVC pipe at No. 86, Guangrong Road, resulting in a water outage in Fengshu Village, Guishan District, Taoyuan City.
台灣自來水公司 issued a water outage alert for multiple villages in Pingtung County. Repairs on Yingqu Road will affect Jiaping, Wan'an, Chengde, Wanjin and Jiayi villages from 09:58 to 17:00 on November 11, 2026.
台灣自來水公司 will carry out emergency repairs after a water pipeline was accidentally damaged during wastewater pipeline work by 水利局. Some villages in Gangshan District, Kaohsiung City, will be without water from 9:47 a.m. to 2 p.m. on November 11, 2026.
台灣自來水公司 issued a water outage alert for Fengzhen Village, Fengyuan District, Taichung City. Emergency repairs to a burst pipe at No. 146-1, Zhenliao Road, Fengyuan District, will affect service from 09:31 to 15:00 on November 11, 2026.
台灣自來水公司 issued a water outage alert for multiple locations in Hsinchu City. Emergency repairs at No. 10, Aly. 7, Lane 25, Songling Road, will affect some villages in North, East and Xiangshan districts from 09:35 to 14:00 on November 11, 2026.
台灣自來水公司 will carry out emergency repairs after equipment failure, suspending water service in Xialu and Changkeng villages, Bali District, New Taipei City, on November 11, 2026.
台灣自來水公司 issued a water outage alert for Chuantou Village, Donggang Township, Pingtung County. Emergency repairs to a burst pipe will affect service from 09:19 to 15:00 on November 11, 2026.
台灣自來水公司 will suspend water service in Chikan Village, Baisha Township, Penghu County, from 9:09 to 16:30 on November 11, 2026, for emergency repairs to a pipeline in front of No. 156, Chikan Village, Baisha Township.
To accommodate a major public wastewater project by 桃園市政府, 台灣自來水公司 will suspend water service for construction work in Xingfu and Xingfu villages, Zhongli District, Taoyuan City.
To improve water supply stability and reduce the risk of pipeline leaks, 台灣自來水公司 will carry out pipeline replacement work in Zhuannei Village, Pitou Township, and Shuiwei and Xicuo villages, Xizhou Township, Changhua County, resulting in a water outage in these areas on November 11, 2026.
[サンケン電気株式会社] Amended Securities Report—109th Fiscal Year (2025/04/01–2026/03/31)
Published ・ Source Japan | EDINET 金融庁開示
サンケン電気 filed an amended securities report for the 109th fiscal year on November 11, 2026. Results deteriorated following the exclusion of Allegro MicroSystems, resulting in a loss.
Facts
The decline in sales in the 108th fiscal year was due to the deconsolidation of Allegro MicroSystems, Inc.
Companies mentioned：サンケン電気株式会社、Allegro MicroSystems, Inc.
[太洋物産株式会社] Amended Securities Report—84th Fiscal Year (2023/10/01–2024/09/30)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産株式会社 amended its securities report for the 84th fiscal year (October 2023–September 2024). It recorded sales of approximately 18.75 billion yen and ordinary income of approximately 220 million yen, and revised figures in its financial statements.
Facts
Sales in the 84th fiscal year were 18,758,310,000 yen.
Ordinary income in the 84th fiscal year was 202,372,000 yen.
Net income for the 84th fiscal year was 162,799,000 yen.
Net assets at the end of the 84th fiscal year were 802,656,000 yen.
[太洋物産株式会社] Amended Quarterly Report—First Quarter of the 84th Fiscal Year (2023/10/01–2023/12/31)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産 announced amended financial results for the first quarter of the 84th fiscal year. Sales were approximately 4.4 billion yen, and it swung to an ordinary income of approximately 50 million yen and net income of approximately 40 million yen from a loss in the same period a year earlier.
[太洋物産株式会社] Amended Securities Report—83rd Fiscal Year (2022/10/01–2023/09/30)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産株式会社 announced that it had amended its securities report for the 83rd fiscal year (October 1, 2022–September 30, 2023) and filed it on November 11, 2026.
Facts
太洋物産株式会社 filed an amended securities report for the 83rd fiscal year (2022/10/01–2023/09/30).
[太洋物産株式会社] Amended Quarterly Report—Third Quarter of the 83rd Fiscal Year (2023/04/01–2023/06/30)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産株式会社 announced that it had amended financial data for the third quarter of the 83rd fiscal year (April–June 2023), reporting sales of 14.7 billion yen and net income for the period of 46.85 million yen.
[太洋物産株式会社] Amended Securities Report—82nd Fiscal Year (2021/10/01–2022/09/30)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産 filed an amended securities report for the 82nd fiscal year. It recorded sales of approximately 21 billion yen and ordinary income of approximately 170 million yen, while the number of shares issued increased following a major capital reduction.
[太洋物産株式会社] Amended Quarterly Report—First Quarter of the 82nd Fiscal Year (2021/10/01–2021/12/31)
Published ・ Source Japan | EDINET 金融庁開示
太洋物産株式会社 filed an amended quarterly report for the first quarter of the 82nd fiscal year (October–December 2021). Sales were approximately 5.2 billion yen and ordinary income was approximately 160 million yen, recovering from a loss in the same period a year earlier. Net assets are also trending upward.