# AI News 180m Report｜2026-11-11 18:00–21:00 JST｜Page 3 of 3 One place for news and notices from 2 countries/regions: Taiwan, 152 items from 5 sources; Japan, 130 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link. ## 聯強前3季每股賺7.04元 杜書全：明年營運續成長 - Published: 2026-11-11T17:53:56+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/afe/202611110234.aspx - anchor: #n3838470 - Companies mentioned: 聯強、中央社 聯強今年前3季受惠AI帶動，歸屬母公司淨利達新台幣117.47億元，年增106%，每股純益7.04元。副總裁杜書全表示，明年營運預期優於今年，並樂觀看待2027年營收持續成長。 Facts: - Net profit attributable to the parent company of NT$11.747 billion - Surged 106% from the same period last year - Third-quarter revenue of NT$236.6 billion - Up 136% year over year - Operating profit of NT$6.14 billion - Up 28.5% quarter over quarter - Net profit attributable to the parent company of NT$4.883 billion - Up 90.4% year over year - Quarterly earnings per share of NT$2.93 ## Taipei youth forum canceled; Shen Po-yang campaign office says it will continue engaging with young people - Published: 2026-11-11T17:50:54+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/ahel/202611110233.aspx - anchor: #n3838471 - Companies mentioned: 中央社、中央訊息、台灣學生聯合會、青年民主協會、台北大學、輔仁大學、清華大學、陽明交通大學、中山大學、中國國民黨、民主進步黨、蔣萬安競選辦公室、沈伯洋競選辦公室 The Taipei session of the 2026 Taipei mayoral candidates' youth forum was canceled after the Chiang Wan-an and Shen Po-yang camps declined to attend. The organizers said they had spent 4 months preparing and 2 months issuing invitations. Facts: - 2026 Nine-in-One Elections - Prepared over 4 months - Invitations extended over 2 months - 1151111 ## 台灣民眾黨衝刺選情 11/12起2車隊全國大車掃 - Published: 2026-11-11T17:49:51+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/aipl/202611110232.aspx - anchor: #n3838472 - Companies mentioned: 中央社、台灣民眾黨、中央通訊社、國防部、國防部政治作戰局、立法院外交及國防委員會、新北地檢署、獅子會、台北大學 台灣民眾黨主席黃國昌宣布，自11月12日起與創黨主席柯文哲分率兩支車隊在新竹竹北會師後展開全國大車掃，預計21日在台北會師，為「台灣要贏 民眾相挺」全國大造勢活動暖身。同時提及民眾黨在苗栗推出5位參選人，並批評司法檢調對桃園市議員參選人周曉芸的搜索及國防部播放沈伯洋影片一事。 Facts: - Meet in Taipei on the 21st - 2026 election - 5 candidates - Released on NT$500,000 bail - 3 weeks before voting - Recorded in July 2023 ## Singapore media expose disinformation tactics, warn of influence operations by bot accounts - Published: 2026-11-11T17:49:49+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/aopl/202611110231.aspx - anchor: #n3838473 - Companies mentioned: 亞洲新聞台、CNA、TikTok、YouTube、X、臉書、facebook、Instagram、中央社 Singapore media outlet 亞洲新聞台 exposed how online troll networks and bot accounts spread disinformation through coordinated activity on topics including Indonesian haze, Chinese influence and political and economic turmoil. Experts warned that repeated lies can easily be taken as fact. The Ministry of Home Affairs has previously invoked FICA to restrict multiple social media accounts. Facts: - Nearly 400 posts - About 500 videos - Nearly 300 YouTube videos - 95 online accounts - More than 120 ## Huang's future at 輝達 is its biggest wild card! P/E ratio hits a 13-year low; Wall Street warns share-price support could collapse if he steps down - Published: 2026-11-11T20:00:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6657904 - anchor: #n3839028 - Companies mentioned: 輝達、Seaport Global Securities、Aprio Wealth Management、Alphabet、Meta Platforms、亞馬遜、Futurum Group An extramarital-affair scandal involving 輝達 CEO Jensen Huang has rattled markets, with the stock falling about 10% in 2 days and its market capitalization shrinking to US$4 trillion. Wall Street fears his future at the company is its biggest wild card, and that share-price support could collapse if he steps down. Despite the valuation falling to a 13-year low, most analysts remain bullish. Facts: - A 輝達 CEO Jensen Huang had an extramarital affair with a woman suspected of being a Chinese spy, and the related investigation has raised concerns about the company's future and sent its stock tumbling 10%. - 輝達's market capitalization has fallen from US$5.8 trillion a month ago to US$4 trillion, a decline of about 29%. - 輝達's current share price is less than 12 times its estimated earnings for the next 12 months, the lowest P/E ratio since 2013. Its PEG ratio has fallen to a record low of 0.162. - Of 82 Wall Street analysts, 78 rate 輝達 “Buy,” with an average target price of US$320 and expected upside of more than 90% over the next 12 months. ## 〈大銀 earnings call〉Silicon photonics orders booked through mid-2027! High-end Stage visibility near half a year; capital spending to rise next year - Published: 2026-11-11T19:58:24+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658660 - anchor: #n3839029 - Companies mentioned: 大銀微系統、臺灣證券交易所、臺灣指數公司、寬量國際 大銀微系統 announced at its third-quarter earnings call that, benefiting from demand for AI and silicon photonics, order visibility extends through mid-2027. The company also plans to expand capacity and increase capital spending next year. Facts: - 大銀微系統's silicon photonics order visibility extends to mid-2027 - 大銀微系統's high-end Stage products have 5 to 6 months of order visibility - 大銀微系統 raises next year's capital spending to NT$120 million to NT$150 million - 大銀微系統's self-developed motion controller boosts servo stability to ±1 nm - 大銀微系統 completed the first phase of its capacity expansion in June this year - 大銀微系統's high-end Stage products have a delivery lead time of about 3 months - 大銀微系統's precision component products have visibility of about 3 months ## 3 major challenges to semiconductor development: TSMC vice president points to geopolitical risks, power shortages and talent scarcity - Published: 2026-11-11T19:57:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658948 - anchor: #n3839030 - Companies mentioned: 工業總會、台灣半導體產業協會、台積電 台積電資深副總侯永清於工總第80屆工業節演講中指出，台灣半導體產業雖具全球領導地位，但正面臨地緣政治、缺電及人才短缺三大挑戰，呼籲重視電網穩定、綠電供應及跨國人才招募。 Facts: - Semiconductors account for about 13% of Taiwan's average annual GDP, and make up around 33% of exports. - Taiwan accounts for 51% of global non-memory semiconductor manufacturing. - Building a semiconductor plant requires at least 2, 3 thousand types of chemical-related plant materials. - Graduates in science, technology, engineering and mathematics account for about 34% in Taiwan. - The OECD average share of graduates in science, technology, engineering and mathematics is 23%. ## 〈樺漢 earnings call〉Q3 net profit up 15% quarter over quarter; earned 2 times its paid-in capital in the first 3 quarters; plans to issue NT$6 billion in CBs to repay loans - Published: 2026-11-11T19:43:32+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658723 - anchor: #n3839031 - Companies mentioned: 樺漢 Industrial computer maker 樺漢 held an earnings call today and reported its third-quarter results. After-tax net profit rose 15.33% quarter over quarter to NT$1.212 billion, while earnings for the first 3 quarters totaled 2 times its paid-in capital. The company also announced a NT$6 billion convertible bond issue to repay loans. Facts: - 樺漢's third-quarter after-tax net profit was NT$1.212 billion, up 15.33% quarter over quarter and 27.48% year over year - 樺漢's cumulative after-tax net profit for the first 3 quarters was NT$3.015 billion, with earnings per share of NT$20.18 - 樺漢 approved issuing unsecured convertible corporate bonds totaling up to NT$6 billion to repay bank loans - 樺漢's third-quarter revenue was NT$48.581 billion, up 44.51% year over year - 樺漢's third-quarter operating profit was NT$2.967 billion, up 80.03% year over year ## 昇達科's EPS reached NT$11.86 in the first 3 quarters; approves strategic investments in 創未來 and 麥森創新 - Published: 2026-11-11T19:40:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658724 - anchor: #n3839032 - Companies mentioned: 昇達科、創未來科技、麥森創新 昇達科 reported profit growth for the first 3 quarters of 2026, with earnings per share reaching NT$11.86. The company is positioning itself in low Earth orbit satellites and counter-drone systems by leading an investment in 創未來科技 and participating in 麥森創新's capital increase, strengthening vertical integration. Facts: - 昇達科's after-tax net profit from January to September 2026 was NT$812 million, up 1.69 times year over year, with earnings per share reaching NT$11.86. - 創未來科技 has core active electronically scanned array (AESA) technology, a key hub for modern radar and satellite communications. - The global C-UAS market is forecast to surge from US$9.17 billion in 2026 to US$29.7 billion in 2031. - 麥森創新 currently has paid-in capital of about NT$130 million and plans to apply for a public offering by the end of 2026 and pursue an emerging stock listing. - 昇達科 also approved raising funds through an unsecured convertible bond (CB) issue in Taiwan with a face value of NT$2 billion. ## 〈Double 11 trends〉Top-selling items at momo and Yahoo are both iPhones - Published: 2026-11-11T19:31:50+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658714 - anchor: #n3839033 - Companies mentioned: 富邦媒、momo購物網、Yahoo購物、統一集團、Apple The top sellers on Double 11's first day at momo, operated by 富邦媒, and Yahoo購物, part of 統一集團, were both the Apple iPhone 18 Pro series. Beauty sales at momo reached 7.5 times the daily average, while Yahoo購物 recorded growth of 5 tenths with its AI assistant. Facts: - The top-selling item on the first day of Double 11 at momo購物網 was the Apple iPhone 18 Pro Max. - The best-selling items on Double 11 at Yahoo購物 and momo購物網 were both the Apple iPhone 18 pro series. - Beauty product sales at momo購物網 exceeded 7.5 times the daily average. - Yahoo購物's overall sales grew by nearly 5 tenths, while orders for fast delivery rose by 7 tenths. - In Yahoo購物's “AI Knows What to Buy” service, clothing, shoes and bags accounted for 34.4% of conversation requests. - Daily searches for the keyword “11” on the momo購物網 shopping website exceeded 330,000. ## Rate-hike expectations for the U.S. dollar reignite; yen falls to a one-and-a-half-month low, nearing the 159 mark - Published: 2026-11-11T19:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658664 - anchor: #n3839035 - Companies mentioned: 聯準會、日本銀行、第一生命經濟研究所 The yen fell to 158.97 against the U.S. dollar, its lowest level in about one and a half months, after U.S. CPI data rekindled rate-hike expectations and pushed Treasury yields higher, widening the U.S.-Japan interest rate gap. Hawkish remarks by 聯準會 officials strengthened the dollar, while 日本銀行 may follow with a rate hike to prevent further yen depreciation. Facts: - The yen fell to around 158.97 against the U.S. dollar, its lowest level in about one and a half months since late September. - 聯準會 Governor Waller said that if core inflation reaches 0.3% in October, the central bank should consider assessing a 2-tick rate hike next month. - 日本銀行 officials support further rate hikes to prevent the yen from depreciating further. - Continued yen depreciation boosts the profitability of Japanese exporters, but rising costs for imported energy and raw materials are adding to companies’ burdens. ## 外資連十賣僅小賣7.66億元 回補00981A 7.3萬張、00406A 6.2萬張 投信連22買 - Published: 2026-11-11T19:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658681 - anchor: #n3839034 - Companies mentioned: 外資、投信、自營商、00981A主動統一台股增長、00406A主動中信台灣收益、00403A主動統一升級50、長榮航、台新新光金、友達、00991A主動復華未來50、元大台灣50、華航、00631L元大台灣50正2、力積電、仁寶、南亞、英業達、中信金、00418A主動復華台灣新星、00712復華富時不動產、宏碁、東台、中鋼、國泰金、富邦金、台玻、統一、00900富邦特選高股息30、玉山金、元大金、凱基金、南亞科、景碩、兆豐金、慧洋-KY 台股今日收盤上漲3.62%至44,257.15點，三大法人合計買超202.56億元。投信連22日買超，自營商由賣轉買，僅外資連十賣超7.66億元，但賣壓已見收斂。 Facts: - Taiwan stocks closed at 44,257.15 points today, up 1,545.23 points, or 3.62%. - 外資今日賣超7.66億元，呈連十賣。 - 投信買超147.66億元，呈連二十二買。 - 外資大舉買入00981A主動統一台股增長7.3萬張。 - 自營商買超62.57億元，終止連九賣、由賣轉買。 ## Taiwan’s median salary for the first 3 quarters was NT$41,120; real wages grew 1.4%, DGBAS says - Published: 2026-11-11T19:11:44+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658683 - anchor: #n3839036 The Directorate-General of Budget, Accounting and Statistics released salary data for the first 3 quarters, showing a median regular salary of NT$41,120 and real growth of 1.4%. The financial sector had the highest salaries, while total salaries in manufacturing rose significantly, reflecting differences in bonus payments across industries. Facts: - The median monthly regular salary for the first 3 quarters was NT$41,120, up 3.36% year over year. - After accounting for inflation, real wages grew 1.40%. - The median monthly regular salary in the finance and insurance sector reached NT$59,900 in the first 3 quarters. - Total salaries in the electronic components manufacturing industry rose 11.35% year over year. - Salaries in support services rose 4.54% year over year, the highest increase among industries. - The median monthly regular salary in professional, scientific and technical services was NT$45,308 in the first 3 quarters. - Total salaries in manufacturing rose 7.30% year over year in the first 3 quarters. ## Stocks with high trading volume and sharp gains: Taiwan stocks rebound 6,000 points from their low; are the next leading stocks about to emerge? - Published: 2026-11-11T19:10:32+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658709 - anchor: #n3839037 - Companies mentioned: 麗臺、中鼎、撼訊、台積電、輝達、博通、超微、Google、微軟、美光、Anthropic、CoreWeave、鴻海、聯發科 The Taiwan Weighted Index surged 1,545 points to 44,257 points. Foreign investors were net sellers, while domestic investors and investment trusts made large net purchases. Blue-chip stocks including 台積電, 鴻海 and 聯發科 benefited from AI demand and posted record revenue. The market expects AI supply-chain stocks with actual orders to lead the next rally. Facts: - The Taiwan Weighted Index closed up 1,545.23 points at 44,257.15 points, with trading value of NT$849.165 billion. - Investment trusts bought for 22 consecutive days, for a total net purchase of NT$434.353 billion. - 台積電’s consolidated revenue in October reached NT$586.89 billion, up 59.7% year over year and setting a new monthly record. - Anthropic’s IPO valuation could reach US$1 trillion, with fundraising potentially exceeding US$60 billion. - 麗臺’s consolidated revenue in October rose 3.4 times year over year, its second-highest on record. ## 電電公會 releases its first white paper; Liu Yang-wei puts forward five proposals to expand internationally and work with government to build an economy that never sleeps - Published: 2026-11-11T19:09:14+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658682 - anchor: #n3839038 - Companies mentioned: 電電公會、鴻海 電電公會 released its first TEEMA Industry White Paper. Chairperson Liu Yang-wei presented the “Strengthen Taiwan, Enrich Local Communities” strategy and five proposals to the Ministry of Economic Affairs, aiming to help Taiwan’s electrical and electronics industries expand globally and boost their international competitiveness through government-industry collaboration. Facts: - 電電公會 released its first TEEMA Industry White Paper today (11), the first in its 78-year history. - The white paper’s core vision is to create a new engine of global competitiveness and advance Taiwan’s standing as an economy that never sleeps. - The white paper proposes the “Strengthen Taiwan, Enrich Local Communities” industrial strategy and policy initiatives. - The five policy initiatives include 9 proposals and 29 action recommendations. - One key proposal is to establish a “TEEMA 科學園區(TEEMA Technology Park)” to support international expansion. - The international expansion strategy follows a “large companies lead small companies, downstream leads upstream” model and integrates shared global services to reduce risks. - 電電公會 Chairperson and 鴻海 Chairman Liu Yang-wei led association members to meet with the Ministry of Economic Affairs and personally deliver the white paper. ## 〈聯強 earnings call〉Semiconductor and commercial businesses remain strong; Q4 expected to be solid, with very optimistic outlook for next year - Published: 2026-11-11T19:00:08+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658663 - anchor: #n3838709 - Companies mentioned: 聯強、聯強(2347-TW) 聯強(2347-TW) held an earnings call on the 11th. Vice President Tu Shu-chuan said strong demand for AI semiconductors and commercial products had led the company to maintain an optimistic outlook for revenue growth in 2027. Addressing negative cash flow in the third quarter, the company is actively arranging financing to reduce financial costs and expects the consumer market to perform better next year than this year. Facts: - 聯強 Vice President Tu Shu-chuan expects a solid fourth quarter and remains very optimistic about revenue growth in 2027. - 聯強 posted negative cash flow of NT$26.7 billion in the third quarter, while working capital increased by nearly NT$100 billion. - 聯強 plans to expand its funding pool through channels including a cash capital increase, aiming to reduce subsequent net interest expenses by 20% to 30%. - AI adoption needs among small and medium-sized enterprises are gradually emerging, and no order delays have been seen in the commercial market. - AI-related storage demand is expected to remain very strong in 2027 and 2028, with supply continuing to be tight. ## 〈廣達 earnings call〉AI server revenue expected to grow at a high double-digit rate next year; servers could account for 9 tenths of total revenue - Published: 2026-11-11T18:47:44+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658658 - anchor: #n3838710 - Companies mentioned: 廣達、CSP、NeoCloud 廣達 said at its earnings call that strong AI demand is expected to drive double-digit growth in AI server revenue next year, with servers accounting for as much as 9 tenths of total revenue. Third-quarter notebook shipments fell due to seasonal factors, but AI orders were unchanged and the outlook remains positive. Facts: - 廣達 expects AI server revenue to grow by a double-digit percentage next year. - 廣達’s third-quarter revenue was NT$1.12 trillion, up 1.25 times year over year. - 廣達 shipped 9.6 million notebooks in the third quarter, down 24% year over year. - 廣達預估明年資本支出約400至450億元。 - 廣達’s revenue for the first 3 quarters totaled NT$2.96 trillion, up 99.4% year over year. - 廣達 Chief Financial Officer Yang Chun-lieh said the company has not seen customers adjust orders as a result. - 廣達 posted after-tax net profit of NT$28.422 billion in the third quarter, up 73% year over year. ## 〈大銀 earnings call〉Q3 profit up 2.6 times year over year, gross margin hits a record 42%; Chuo Hsiu-yu expects strong performance to continue through 2027 - Published: 2026-11-11T18:43:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658644 - anchor: #n3838711 - Companies mentioned: 大銀微系統 大銀微系統 reported sharp growth in revenue and profit in the third quarter of 2023, with gross margin reaching a record high. Its chairperson expects continued growth ahead, highlighting high-end Stage products and improved manufacturing efficiency. Facts: - 大銀微系統’s consolidated revenue in Q3 was NT$1.218 billion, up 19% quarter over quarter and 77% year over year. - Gross margin in Q3 was 42.4%, up 5.3 percentage points quarter over quarter and 8.7 percentage points year over year. - After-tax net profit for the first 3 quarters rose 2.6 times year over year, with EPS reaching NT$4.06. - High-end Stage products now account for 58% of revenue, up 101% year over year. - The average in-house production rate for key components exceeds 85%. - The global market for precision motion components and positioning platforms is projected to reach US$28 billion by 2032, with a CAGR of 6.83%. ## 〈Tax statistics〉Taiwan stock boom lends a hand! Securities transaction tax rises for 15 straight months; October revenue hits NT$566.9 billion, a record for the same period - Published: 2026-11-11T18:39:30+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658649 - anchor: #n3838712 The Ministry of Finance released tax revenue data for October 115, showing net collections of NT$566.9 billion for the month, a record for the same period, and cumulative collections of NT$4.1383 trillion for the first 10 months, up 25.8% year over year. A buoyant stock market drove 15 straight monthly increases in securities transaction tax, while most major tax categories posted double-digit growth. Tax revenue for the first 10 months had already reached 91.4% of the annual budget. Facts: - National tax revenue net collections for October 115 set a record for the same period. - October securities transaction tax collections rose 72.6% year over year, marking 15 consecutive months of growth - Average daily trading value of listed and OTC stocks surged in the first 10 months compared with the same period last year - Corporate income tax collections rose 26.7% year over year in the first 10 months - Business tax collections rose 26.1% year over year in the first 10 months - Commodity tax collections fell 20.7% year over year in the first 10 months - Local government tax revenue collections rose 68.5% year over year in the first 10 months ## 佳能企業’s operations continue to climb: EPS of NT$2.55 in January-September; revenue topped NT$10 billion in the first 10 months - Published: 2026-11-11T18:30:37+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658648 - anchor: #n3838713 - Companies mentioned: 佳能企業、佳能日本 佳能企業 (2374-TW) reported revenue of NT$10.483 billion for January-October 2026, up 35.7% year over year, and EPS of NT$2.55 for January-September. The company is actively investing in the AI and robotics markets and expects revenue to continue growing in 2027, benefiting from customer expansion and new products entering mass production. Facts: - 佳能企業 revenue reached NT$10.483 billion in January-October 2026, up 35.7% year over year - 佳能企業 posted after-tax net profit of NT$847 million in January-September 2026, surpassing its full-year 2025 result - 佳能企業 reported third-quarter 2026 revenue of NT$3.689 billion - 佳能企業 gross margin was 23.57% in January-September 2026, down 3.41 percentage points year over year - 佳能企業2026年第三季單季特愛純益為1元 - 佳能企業’s products include instant-print cameras, action cameras and hybrid AI camera systems - 佳能企業 will develop EIS+OIS algorithms in 2027 to improve image quality in dynamic shooting ## 強茂集團 showcases products at Munich’s electronica 2026, focusing on automotive electronics and AI - Published: 2026-11-11T18:30:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658646 - anchor: #n3838714 - Companies mentioned: 強茂、強茂集團、興茂科技 Power component maker 強茂集團 is exhibiting at Munich’s electronica 2026, focusing on automotive electronics and AI. Its showcase includes third-generation automotive MOSFETs, SiC MOSFETs and power solutions for AI servers. The company is celebrating its 40th anniversary and expanding global partnerships. Facts: - 強茂 (2481-TW) is exhibiting at Munich’s electronica 2026 with automotive electronics and AI as its 2 main themes. - 強茂 is showcasing 40 V third-generation automotive MOSFETs, while its 80V and 100V products are also scheduled for mass production in 2027. - 強茂 is showcasing power solutions for AI server racks, focusing on the 2 key applications of Hot-Swap and ORing. - 強茂 subsidiary 興茂科技 is presenting an IC-integrated motor control solution, showcasing automotive water and oil pump applications. - 強茂集團 is marking its 40th anniversary, leveraging its vertical integration capabilities to support customers from development through mass production. ## Q3營收飆168%！CoreWeave業績證明AI算力定價權仍在 但利息吞噬利潤成最大變數 - Published: 2026-11-11T18:30:05+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658455 - anchor: #n3838715 - Companies mentioned: CoreWeave、微軟、OpenAI、Meta、輝達 AI cloud services provider CoreWeave reported Q3 revenue of $3.661 billion, up 168% year over year. Margins improved significantly, but a surge in interest expenses widened its net loss. The company raised its full-year guidance and emphasized its pricing power and additional capacity from its older fleet, though high debt costs remain a key uncertainty. Facts: - CoreWeave Q3 revenue rose 168% year over year to $3.661 billion - CoreWeave’s adjusted EBITDA margin reached 62% - CoreWeave’s net loss widened to $709 million - CoreWeave’s interest expenses surged to $846 million - The cumulative contract value between OpenAI and CoreWeave could reach as much as $22.4 billion - CoreWeave has about $132.5 billion in backlog - CoreWeave’s active installed capacity exceeded 1.7GW ## Going all-out for a V-shaped rebound!! Plenty more opportunities to double your money - Published: 2026-11-11T18:26:43+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658647 - anchor: #n3838716 - Companies mentioned: 創意(3443-TW)、聯發科(2454-TW)、金像電(2368-TW)、健鼎(3044-TW)、泰鼎-KY(4927-TW)、達航科(4577-TW)、高僑(6234-TW)、恩德(1528-TW)、GIS-KY(6456-TW)、玉晶光(3406-TW)、撼訊(6150-TW)、麗臺(2465-TW)、穎崴(6515-TW)、旺矽(6223-TW)、精測(6510-TW)、精材(3374-TW)、南茂(8150-TW)、其陽(3564-TW)、建榮(5340-TW)、德宏(5475-TW)、富喬(1815-TW)、倫元投顧 Taiwan stocks rallied more than 6,400 points over 4 straight days, buoyed by the National Financial Stabilization Fund and short-selling restrictions. Domestic institutional investors’ net buying showed strong support, though foreign investors remained net sellers. October revenue hit a record high, and AI fundamentals remained strong, but the market needs to digest U.S. inflation data and trapped positions in the near term, with the index expected to trade sideways. Facts: - Taiwan stocks surged 1,545 points at the close to 44,257, with trading value at about NT$850.5 billion. - The launch of the National Financial Stabilization Fund’s 10th market-support operation and short-selling restrictions was a key factor behind Taiwan stocks’ rebound. - The 3 major institutional investors recorded combined net buying of NT$20.256 billion in the listed market on Nov. 11. - October revenue for listed and OTC companies reached NT$6.74 trillion, setting another record for a single month. - U.S. CPI rose 0.4% month over month in October, while core CPI increased 0.3%, both exceeding market expectations. - Institutional investors expect momentum in AI-related orders for some Taiwanese companies to continue into the first quarter of 2027. - After a sharp drop, Taiwan stocks have staged a strong rebound and moved above the 0.382 golden-ratio retracement level. ## 〈Taiwan dollar〉Taiwan stocks’ 1,545-point surge helps drive a $3.2 billion trading volume; currency gains 3.7 cents to close at NT$32.845 - Published: 2026-11-11T18:23:20+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658641 - anchor: #n3838717 - Companies mentioned: 台積電、櫃買中心、集中市場 The New Taiwan dollar closed at NT$32.845 against the U.S. dollar, gaining 3.7 cents, with foreign exchange trading volume of $3.215 billion. Led by 台積電, Taiwan stocks surged 1,545 points to 44,257.15, while the 3 major institutional investors posted net buying of NT$20.256 billion, with strong domestic buying. Facts: - The New Taiwan dollar closed at NT$32.845, gaining 3.7 cents. - Combined trading volume in the Taipei and Yuanta foreign exchange markets reached $3.215 billion. - Taiwan’s weighted index closed at 44,257.15, surging 1,545 points. - The 3 major institutional investors recorded combined net buying of NT$20.256 billion today. - Investment trusts continued to play a bullish role, recording net buying of NT$14.766 billion. ## 超微’s rally loses steam! Market value briefly jumps by $148 billion in 2 days; expert says capital shifts do not mean long-term order transfers - Published: 2026-11-11T18:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658020 - anchor: #n3838718 - Companies mentioned: 超微、輝達、Aptus Capital Advisors、Pilot Wave Holdings、Anthropic 超微 shares fluctuated in the short term amid a scandal involving 輝達’s CEO, briefly surging in market value before pulling back. Experts say investors are seeking to diversify AI investment risk toward 超微, but stress that stock market flows do not amount to a long-term supply chain shift. Facts: - 超微 shares briefly rose 6% intraday on Tuesday, before paring gains to close up just 1.3%. - Since news broke over the weekend that 輝達 CEO 黃仁勳 admitted to an extramarital affair with a woman suspected of being a spy, 超微’s market value briefly increased by $148 billion over 2 trading days. - David Wagner, portfolio manager at Aptus Capital Advisors, said 超微 is the most direct alternative in the data center accelerator market. - Pilot Wave Holdings founder Afsheen Afshar said stock market capital shifts do not mean customers will change suppliers over the long term, which would require long-term architectural choices and procurement decisions by customers. - AI startup Anthropic was reported on Tuesday to be seeking a valuation between $1.3 trillion and $1.4 trillion. ## 元太 upgrades its 9-color Spectra 6 e-paper; initial mass production will focus on 10-inch modules - Published: 2026-11-11T18:18:35+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658632 - anchor: #n3838719 - Companies mentioned: 元太、Aura 元太 announced an upgraded E Ink Spectra 6 color e-paper technology, expanding the palette from 6 colors to 9 to improve image detail. Initial mass production will focus on 10-inch modules, with Aura’s digital frames among the products adopting it. Facts: - 元太 introduced an upgraded E Ink Spectra 6 color e-paper technology, expanding the palette from 6 colors to 9. - The first product featuring 9-color Spectra 6 technology is Aura Ink’s 10-inch e-paper smart frame. - The 9-color Spectra 6 system adds orange, cyan and light green as 3 base colors. - The 9-color system requires greater computing power, and devices using it must operate with a SoC and 元太’s e-paper timing controller (TCON). - Aura Ink’s 10-inch e-paper digital frame uses a 200 PPI display, offering higher resolution than the 13-inch, 150 PPI model. ## CNAIC holds its 80th Industrial Day conference; 潘俊榮 again urges government to focus on traditional industries - Published: 2026-11-11T18:11:14+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658639 - anchor: #n3838720 - Companies mentioned: 工業總會、穩懋、金仁寶集團、台電、中油 CNAIC held its 80th Industrial Day conference, where Chairman 潘俊榮 praised the government’s economic performance and called for attention to traditional industries and urban renewal. Senior officials 卓榮泰 and 龔明鑫 praised Taiwan’s record economic growth and outlined green energy and computing support for small and medium-sized businesses, as well as regulatory initiatives. Facts: - Premier 卓榮泰 praised the Executive Yuan for steering Taiwan’s economy well over the past 2 years, citing strong GDP performance. - Economy Minister 龔明鑫 forecasts Taiwan’s economic growth will exceed 12.7% this year, after reaching 14.22% in the first 3 quarters. - 潘俊榮, chairman of the Chinese National Federation of Industries, urged the government to speed up urban renewal plans and rebuild homes more than 50 years old to boost traditional industries. - 卓榮泰 said the Small and Medium-sized Enterprise Development Act has been submitted to the Legislative Yuan, and expressed hope that its budget would be passed as soon as possible. ## Inflation heats up; 德銀 and 高盛 raise expectations for Fed rate hikes - Published: 2026-11-11T18:10:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658445 - anchor: #n3838721 - Companies mentioned: 高盛、德意志銀行、德銀、芝商所 After October inflation data came in above expectations, 高盛 and 德意志銀行 raised their expectations for Fed rate hikes, forecasting that rates will continue to rise next year. 高盛 forecasts another rate hike in March 2027 and pushed back its forecast for the first rate cut to December 2027, reflecting concerns about persistent inflation. Facts: - 高盛 forecasts the Fed will raise rates by 1 quarter point again in March 2027. - 芝商所FedWatch工具顯示交易員預估聯準會於12月9日會議升息1碼的機率已接近99%。 - 高盛 pushed back its forecast for the first rate cut by 3 months, to December 2027. - The U.S. CPI rose 0.4% month over month in October, above the 0.3% forecast by economists surveyed by Reuters. - The federal funds rate target range currently remains at 3.75% to 4.00%. ## From tech island to capital island! 國發會 joins hands with the Taipei Exchange to build an “AI New Silicon Island” and create the next national champion - Published: 2026-11-11T18:04:28+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658630 - anchor: #n3838479 - Companies mentioned: 國發會、櫃買中心、金管會、國發基金 國發會 and 櫃買中心 announced the “AI New Silicon Island” policy at Taiwan Week 2026, combining capital-market resources with startup support to transform Taiwan from a tech island into a capital island and create a national champion. Facts: - 國發會 and 櫃買中心 outlined a policy direction at Taiwan Week 2026 to elevate Taiwan from a tech island to a capital island. - 櫃買中心 supports startups through a three-stage development framework and has assisted more than 600 companies to date. - Among the startups supported by 櫃買中心, 38 have successfully gone public and 9 have listed on the over-the-counter market. - 國發會 is pushing ahead with the “AI New Silicon Island Initiative” to bring AI to the entire population. ## AI frenzy: 4 possible outcomes, only 3 tenths chance of further gains; “The Big Short” inspiration breaks down 5 major risks - Published: 2026-11-11T17:50:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658380 - anchor: #n3838480 - Companies mentioned: Google、亞馬遜、甲骨文、Meta平台、輝達、Anthropic、OpenAI Steve Eisman analyzed the AI investment boom, saying the market is highly dependent on a handful of tech giants and model companies. He outlined five major risks and warned of a 70% chance of a pullback or bear market. Facts: - AI-related holdings account for well over 65%, and more than half of the corporate bonds issued this year are AI-related. - Eisman estimates a 30% probability of a bull-case scenario in which AI continues to change the world, a 30% probability of a bear case and a 40% probability of a middle-ground scenario. - OpenAI reported revenue of US$6.7 billion and costs of US$12.3 billion for the quarter ended in June, with costs growing far faster than revenue. - 甲骨文’s total debt rose from US$94 billion to US$155 billion over the past 2 years, and its credit rating was downgraded to BBB-. - Data center construction is outpacing demand: U.S. data center capacity will reach twice demand by the end of 2027, while capital spending will slow in 2028. ## The New Yorker: Can the revival of socialism in America succeed? - Published: 2026-11-11T17:40:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658249 - anchor: #n3838481 A New Yorker article compares today’s DSA with the Socialist Party of America in 1912, noting that DSA membership has reached 130,000 and that it won elections in 2026, reflecting a socialist revival. Facts: - Membership in the Democratic Socialists of America (DSA) has reached 130,000. - The Socialist Party of America had 120,000 members in 1912. - In the 2026 midterm elections, 6 DSA members won seats in Congress. - DSA co-chair Roemer agreed that goals such as abolishing borders and granting amnesty to undocumented residents would be pursued in stages. - The Socialist Party’s 1912 platform called for collective ownership of assets such as railroads and mines. ## Hong Kong stocks: Major indexes fall across the board; tech and auto shares slump, while AI hardware and optical communications surge against the trend - Published: 2026-11-11T17:37:29+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658626 - anchor: #n3838482 - Companies mentioned: 騰訊控股、美團-W、網易、嗶哩嗶哩、比亞迪股份、理想汽車-W、小鵬汽車、蔚來、南方航空、劍橋科技、中際旭創、長飛光纖光纜、鼎泰高科、新荷花、中信證券 Hong Kong’s major indexes fell across the board on Wednesday, with tech and auto shares under pressure. AI hardware and optical communications stocks surged against the trend. 中信證券 sees structural rotation in technology and industrial sectors. Facts: - The Hang Seng Index closed at 24,315.92 points on the 11th, down 0.98%. - 劍橋科技 shares surged 23.08%. - 比亞迪股份 fell 3.82%. - 南方航空 plunged 5.06% after raising fuel surcharges. - New listing 新荷花 surged 71.64% on its first day of trading. - Mainland China’s auto production fell 8.8% year over year in October. - 騰訊控股 ranked first by turnover, at HK$8.683 billion. ## 圓裕’s Q3 loss widens; per-share loss of NT$0.87 in January-September; launches share buyback tomorrow to support the stock - Published: 2026-11-11T17:32:36+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658620 - anchor: #n3838483 - Companies mentioned: 圓裕、瀚宇博 圓裕 reported an after-tax loss of NT$41.83 million in Q3 2026 and a cumulative loss of NT$57.02 million for the first 3 quarters. Revenue and gross margin both declined amid memory shortages, product model transitions and the yuan’s appreciation. The company launched a share buyback to support its stock and established a base in Thailand to diversify risk. Facts: - 圓裕 posted an after-tax loss of NT$41.83 million in the third quarter of 2026, wider than the previous quarter’s loss. - 圓裕 recorded a cumulative loss of NT$0.87 per share for the first 3 quarters of 2026. - 圓裕’s board resolved to buy back 1,000 lots of treasury shares at NT$21.5-47 per share. - 圓裕 reported revenue of NT$124 million in October 2026, down 32.69% year over year. - 圓裕 prices most of its product shipments in U.S. dollars, while costs are primarily denominated in yuan, so the yuan’s appreciation has raised costs. - 圓裕 has established a second production base in Thailand to diversify foreign-exchange risk. - 圓裕 has 3 manufacturing processes: flexible circuit board production, electronic wire harness processing and component soldering. ## China stocks: Gains widen in the afternoon; 3 major indexes rise - Published: 2026-11-11T17:30:05+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6655965 - anchor: #n3838485 - Companies mentioned: Wind、申萬宏源研究所、華泰證券 China’s A-share market opened lower and rose across the board on Wednesday, with the ChiNext Index gaining more than 3% and turnover expanding to RMB1.6763 trillion. Institutional analysts said the market was in the latter stage of a correction, expected a second phase of gains in 2027 and recommended watching policy implementation and changes in the external environment. Facts: - The Shanghai Composite Index rose 0.46% to close at 3,680.64 points on Wednesday. - The ChiNext Index rose 3.11% to close at 2572.07 points on Wednesday. - Turnover on the 2 markets totaled RMB1.6763 trillion, up RMB171.4 billion from the previous trading day. - 傅靜涛, chief A-share investment strategy analyst at 申萬宏源研究所, believes a “second phase of gains” is expected to take hold in the second half of 2027. - 華泰證券 is monitoring the effectiveness of projects supported by the RMB550 billion local government bond quota and RMB800 billion in policy-based financial instruments. ## Another wave of price hikes is brewing! Contract prices exceed spot prices as memory prices invert in China’s Huaqiangbei, leaving distributors reeling - Published: 2026-11-11T17:30:05+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658458 - anchor: #n3838484 - Companies mentioned: 藍鯨財經、SK海力士、三星、南亞科、金元證券、集邦諮詢、TrendForce、铠俠、十銓科技、Counterpoint Research、小米 China’s memory market is facing another wave of price hikes as original manufacturers shift capacity to HBM and servers. Huaqiangbei has seen contract prices exceed spot prices, squeezing distributors’ profits. The downstream smartphone and PC supply chains face the double blow of soaring costs and declining shipments, as the industry undergoes a profound restructuring. Facts: - Taiwan’s 南亞科 notified customers early last month that it would raise DRAM contract prices, with increases of up to 20%. - Prices for conventional DRAM continued to rise in October, with the average contract price for DDR 8Gb reaching US$27.5, up 5.77% from September. - The market price for 16G DDR5 memory modules in Huaqiangbei is about 1,600 yuan, while the average contract factory price for 16GB consumer modules in the same period reached 2,000 yuan. - DRAM and NAND together accounted for 13% of smartphone bill-of-materials (BOM) costs in Q1 last year, rising to 49% in Q2 2026. - 小米’s smartphone gross margin fell to 10.1% in Q1 this year, while net profit dropped about 43% year over year. - Global PC shipments reached 62.7 million units in Q3 this year, down 20.1% year over year. - North American customers are actively placing additional orders, and Q4 contract prices for enterprise SSDs are set to rise 15%–20% this year. ## Freeway 1’s Wugu Interchange opens 11 months early! Premier 卓揆 takes stock of 152 infrastructure projects to connect 6 major living circles - Published: 2026-11-11T17:29:41+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658564 - anchor: #n3838486 Premier 卓榮泰 announced that improvements to Freeway 1’s Wugu Interchange had been completed and opened to traffic 11 months ahead of schedule. He said the Executive Yuan is advancing plans for 6 major living circles and undertaking 152 infrastructure projects at the same time to improve quality of life. Facts: - Premier 卓榮泰 attended the opening ceremony for improvements to the ramps at Freeway 1’s Wugu Interchange. - Improvements to Freeway 1’s Wugu Interchange were completed and opened to traffic 11 months ahead of schedule. - The project was originally scheduled for completion in September 2027. - The Executive Yuan is simultaneously launching more than 152 major local infrastructure projects. - The Ministry of Transportation and Communications has proposed a plan to build 4 efficient rail networks around Taiwan, each taking 90 minutes. - The Executive Yuan has approved major rail network development plans, including extensions of the high-speed rail to Yilan and Pingtung. - Protective sheds must be added along at-grade sections during construction, which must be carried out at night. ## The rebound hits resistance at the monthly moving average—time to get out? Margin financing falls against the trend, setting the stage for a short squeeze; a key moment to cut weak stocks and hold strong ones - Published: 2026-11-11T17:27:06+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658618 - anchor: #n3838487 - Companies mentioned: 凱旭投顧、台積電、創意、世芯-KY、京元電子、力成 U.S. October CPI came in above expectations, sparking volatility in U.S. stocks. But with support from the National Financial Stabilization Fund and gains led by 台積電, Taiwan stocks surged for 3 straight days, closing at 44,257 points. Despite resistance at the monthly moving average and shrinking trading volume, a decline in margin financing balances has created an opportunity for a short squeeze. Groups with solid fundamentals, including ASIC, PCB and advanced packaging and testing, have become the market's leading investment themes. Facts: - U.S. CPI rose 0.4% month over month in October, while core CPI rose 0.3%; both were above market expectations. - The Taiwan Stock Exchange Weighted Index closed at 44,257.15 points, up 1,545.23 points, or 3.62%. - Taiwan stocks rebounded sharply for three consecutive trading days after the National Financial Stabilization Fund began its market-stabilization mission. - Trading on the main board today shrank to about NT$850 billion. - Margin financing balances on the main board fell against the trend as the broader market surged. ## 東元 and GMI Cloud to build an AI modular data center in Kagoshima, Japan; 6.4MW to be delivered in 9 months - Published: 2026-11-11T17:24:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658619 - Article page: https://ainews.idaeo.ai/a/4603783-en.html - anchor: #n3838488 - Companies mentioned: 東元、GMI Cloud、凱信數基株式會社、KSDI、信越科學產業、Kraftia、九州電工 東元 announced a partnership with GMI Cloud and KSDI to build the first phase of a 6.4MW AI modular data center in Kagoshima, Japan. The project is expected to be completed in 2027 and aims to expand into Japan's AI computing market. Facts: - The first phase of the AI Factory development plan is expected to deliver a 6.4MW modular data center in 2027. - The modular data center has a construction delivery target of 9 months. - 東元, 信越科學產業 and Kraftia signed a three-party memorandum of understanding (MOU). - 東元 is moving toward its first-phase goal of securing 350MW in operating capacity. ## CPI triggers a U.S. Treasury rout, even Waller turns hawkish; Wall Street prices in a “2-step rate hike at once” - Published: 2026-11-11T17:20:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658215 - anchor: #n3838491 U.S. October CPI data came in above expectations, and hawkish turns by Federal Reserve officials triggered selling in U.S. Treasuries, sending yields sharply higher. Wall Street has priced in the possibility of a 2-step rate hike in December, shifting market focus to the size of the increase. Facts: - U.S. core CPI rose 0.3% month over month in October, while headline CPI rose 0.4%; both exceeded economists' expectations. - The 2-year U.S. Treasury yield jumped 18.46 basis points to 4.742%, its biggest one-day increase since April 2025. - The 10-year U.S. Treasury yield rose 11.17 basis points to 4.996%, briefly topping 5% intraday. - Wall Street has priced in about a 10% to 15% chance of a 2-step rate hike at once in December. - The 10-year U.S. Treasury auction of $42 billion on Tuesday cleared at a yield of 5.020%, above the 5.010% yield in pre-auction trading. ## 微軟 briefly overtakes 輝達 intraday to become the world's second-largest company, but also comes under selling pressure - Published: 2026-11-11T17:20:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658429 - anchor: #n3838490 - Companies mentioned: 微軟、輝達、蘋果、Anthropic、聯邦調查局 微軟 briefly overtook 輝達 intraday to become the world's second-largest company by market capitalization, but later closed lower amid the launch of competing products by Anthropic and broader market selling pressure. 輝達 also suffered a steep share-price drop amid AI concerns and a probe involving CEO Jensen Huang, but remained in second place. Facts: - 微軟 briefly overtook 輝達 intraday on Tuesday to become the world's second-largest company by market capitalization, but still ranked second at the close. - 輝達 closed with a market capitalization of about $4.08 trillion, shedding more than $400 billion since the weekend. - 輝達 CEO Jensen Huang admitted to being unfaithful to his wife and failing to fulfill his responsibilities; the board has set up a special committee to investigate. - Rival Anthropic launched tools including Claude Sheets and Claude Meetings, directly challenging 微軟's 365 market. ## 光寶科 showcases high-speed optical interconnects and key optoelectronic technologies at electronica 2026 in Munich, Germany - Published: 2026-11-11T17:20:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6658613 - anchor: #n3838489 - Companies mentioned: 光寶科、光寶科技 光寶科 showcased high-speed optical interconnects and key optoelectronic technologies at electronica 2026 in Munich, Germany, strengthening its focus on AI data centers and smart applications. Facts: - 光寶科(2301-TW)於11/10-11/13參與於德國慕尼黑舉辦的 electronica 2026 慕尼黑電子展。 - At the exhibition, 光寶科 is showcasing a range of technologies and solutions under the theme “Intelligent Photonics,” including high-speed optical interconnects, high-efficiency isolation and power control, smart sensing and AR optics. - LITEON will showcase its VHP External Laser Source (ELS) technology designed for AI data centers, as well as ELSFP solutions supporting CPO and NPO switch architectures. - Products on display include key components such as Isolation Amplifier, Gate Driver, high-speed Photocoupler, Photo Relay and enhanced isolation platforms. - 光寶科技光電事業部總經理為蘇渝宏。 ## Are Chinese AI models cheaper? OpenAI CFO calls it “the biggest myth of 2026”; Luna costs just 1/6 as much - Published: 2026-11-11T17:10:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6657916 - anchor: #n3838492 - Companies mentioned: OpenAI、DeepSeek、Z.AI、Anthropic、Google、Meta、OpenRouter OpenAI CFO Sarah Friar stressed that its lightweight Luna model costs far less to run than Chinese competitors, at just 1/5 to 1/6 as much, and called this a myth that needs to be dispelled in 2026. Although Chinese open-weight models dominate usage on the OpenRouter platform, OpenAI has successfully boosted use of its own models by slashing prices. Facts: - OpenAI CFO Sarah Friar said that the cost of running the Luna model is just 1/5 to 1/6 that of Chinese open-source models. - According to OpenRouter data, 7 of the 10 most-used models by token volume over the past month came from China. - OpenAI cut prices by about 80% two weeks after launching Luna, driving usage to 10 times its previous level. - Models from DeepSeek and Z.AI took the top 3 spots in the token-usage rankings on the OpenRouter platform. - Ram Bala, a professor at Santa Clara University, predicts that open-weight models will account for about 80% to 90% of total token usage in the future. ## Pension fund sustainability index flashes red for the first time; will young public servants and teachers get no retirement benefits? Index down to 47%; shortfall nearly NT$3 trillion even without “freezing pension cuts” - Published: 2026-11-11T19:50:37+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180649 - anchor: #n3839093 A report by the Legislative Yuan Budget Center says that, due to the introduction of individual account schemes and insufficient contributions, the sustainability indexes for public-sector and teacher pension funds will turn red in 2028 and 2031, respectively, with unfunded liabilities reaching NT$2.95 trillion. Including the shortfall from freezing pension cuts could bring forward the date the funds are depleted substantially. Facts: - Unfunded actuarial liabilities in the pension funds had exceeded NT$2.95 trillion by the end of 2025. - The sustainability index for the teachers' pension fund will fall to 47% in 2028, turning from yellow to red. - The sustainability index for the civil servants' pension fund will fall to 47% in 2031, marking its first red warning. - At the current contribution rate of 15%, the teachers' fund will face its first revenue shortfall in 2032, and the civil servants' fund in 2033. - New public servants and teachers hired from July 2023 onward have been moved to individual accounts, turning the fund into a closed system. - The Examination Yuan estimates that freezing pension cuts for public servants and teachers would reduce total contributions to their funds by NT$332.3 billion. - 施能傑, head of the Directorate-General of Personnel Administration, estimates that under a plan to freeze pension cuts, the civil servants' pension fund could be depleted as early as 2041. ## Wall Street Journal》How Jensen Huang's affair became a national security nightmare - Published: 2026-11-11T19:50:34+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180706 - anchor: #n3839094 - Companies mentioned: 輝達、Nvidia、Megaspeed 輝達 CEO Jensen Huang faces investigations by the U.S., Taiwan and Singapore governments over an affair with Megaspeed executive 黃樂, amid allegations of illegally transshipping AI chips to China, threatening corporate leadership and industry stability. Facts: - In June 2024, while attending the Computex trade show in Taipei, 輝達 CEO Jensen Huang met Megaspeed executive 黃樂 at a bar late at night. - 黃樂 claimed Jensen Huang was a close friend and successfully invited him to a bar gathering by text message. - 黃樂 is a senior executive at Singapore data center company Megaspeed. - The U.S., Taiwan and Singapore governments have begun investigating whether Megaspeed illegally transshipped 輝達 AI chips to China, as well as 黃樂's ties to Chinese intelligence agencies. - The incident threatens Jensen Huang’s leadership at 輝達 and the AI industry that depends on 輝達’s technology and funding. ## 11/11 International Evening Briefing | U.S. federal employees can work at Taiwan’s Legislative Yuan for up to 1 year; South Korean stocks plunge this month, with Korean media asking, “Why not learn from Taiwan’s market support?”; cruise ship longer than the Titanic to be sunk and turned into an artificial reef - Published: 2026-11-11T19:26:41+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180683 - anchor: #n3839095 - Companies mentioned: 美國在台協會、《風傳媒》、輝達、台積電、日月光、聯發科、CoreWeave、三星電子、SK海力士、Emmer Capital Partners、Floodlines Research、博世、英飛凌、恩智浦、格羅方德、崇越集團、德國崇越、信越聚合物、敏盛科技、First Exa This article covers several international stories: U.S. federal employees can work in Taiwan for 1 year; a sharp fall in South Korean stocks sparks debate over market support; a U.S. official says Iran’s oil revenues are about to run out; and 崇越集團 follows 台積電 to exhibit in Germany. Facts: - 美國在台協會宣布新的台灣研究員計畫，美國聯邦雇員受訓學中文後，可進入台灣立法院相關辦公室、各部會等機關工作最長1年。 - The Korea Composite Stock Price Index (KOSPI) has fallen 11.13% since November, down 42.87% from its record high of 9114.55 points set on June 22. - U.S. Secretary of State Marco Rubio said Iran is rapidly using up the last oil shipments that left port during the brief ceasefire. Once they are exhausted, oil revenues will almost completely disappear. - 崇越集團旗下今年8月成立的德國崇越，11月10日至13日首度參加在慕尼黑舉行的「歐洲國際半導體展」。 - 《風傳媒》社論指出輝達執行長黃仁勳承認婚外情，對象黃樂又被美方懷疑是中國間諜，演變成國安風暴。 ## Could a weight-loss injection leave you blind in one eye? Man in his 50s wakes up with total darkness in his right eye; doctor says his left eye has only 0.1 vision - Published: 2026-11-11T19:09:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180694 - anchor: #n3839097 - Companies mentioned: 台北市立聯合醫院陽明院區、食藥署、藥害救濟基金會、禮來、諾和諾德 台北市立聯合醫院通報一名男子自費施打減重藥胰妥讚後發生眼中風失明，食藥署證實案件已送藥害救濟審議。美國FDA近期要求GLP-1類藥品加註視神經病變風險警語，國內累計接獲314件不良反應通報。 Facts: - A man in his 50s developed blindness in his right eye and vision of only 0.1 in his left eye 4 months after paying out of pocket for Ozempic injections. He was diagnosed with an eye stroke. - Ozempic is approved in Taiwan for treating diabetes and is not approved for weight loss. - The U.S. FDA requires GLP-1 receptor agonist drugs to carry a warning that they may increase the risk of NAION. - A total of 314 adverse-event reports have been received domestically for weight-loss injection drugs, including 12 reports of eye disorders. - 藥害救濟基金會今年3月底收到這起申請，4月底正式成案。 - A large study tracking nearly 350,000 people with diabetes found that after 2 years of semaglutide treatment, the risk of developing NAION was more than 2 times that of people taking other diabetes drugs. - 食藥署將啟動GLP-1類藥品整體安全性再評估。 ## Who should be cautious about weight-loss injections? Doctor identifies 4 high-risk groups; the most serious outcome could be sudden blindness in one eye - Published: 2026-11-11T19:09:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180695 - anchor: #n3839096 - Companies mentioned: 諾和諾德、食藥署、美國FDA、歐洲藥品管理局 醫師通報男子施打減重藥胰妥讚後眼中風，FDA要求加註視神經警語。醫界警告甲狀腺髓質癌及胰臟炎患者禁用，食藥署統計今年已有63件不良反應通報。 Facts: - Su Yifeng, a pulmonologist at Taipei City Hospital’s Yangming Branch, reported that a man in his 50s paid out of pocket for Ozempic to lose weight and suffered an eye stroke 4 months later. - 美國FDA於11月9日要求GLP-1藥物加註視神經病變警語。 - 歐洲藥品管理局指出使用司美格魯肽至少1年的患者，視神經病變發生率可能達到每1萬人最多1人。 - 食藥署統計今年接獲63件疑似GLP-1類藥品不良反應通報，其中39件用於減重。 - Ozempic is approved in Taiwan for diabetes, not weight loss. ## Tomorrow’s weather / Cold air is on the way! Temperatures will drop and rain is expected starting this day, with lows falling to 16 degrees; 3 weather shifts will bring damp and cool conditions. The forecast for the coming week is out - Published: 2026-11-11T19:06:13+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180693 - anchor: #n3839098 Central Weather Administration forecaster Liu Pei-teng outlined the weather pattern for the coming week, saying there will be a warm-up, rain as a South China cloud-and-rain system moves in, and the effects of 2 surges of northeasterly monsoon winds. Lowland temperatures could drop to 16 degrees in the latter part of next week. Facts: - The northeasterly monsoon will continue to weaken today (11) and tomorrow, bringing rising temperatures across Taiwan. - From Saturday, the arrival of a South China cloud-and-rain system will significantly increase the chance of rain across Taiwan. - In the latter part of next week, lowland temperatures could fall to 16 degrees Celsius in some areas. - This year’s Typhoon No. 31, Chapaka, has weakened to a mild typhoon and poses no direct threat to Taiwan. - A stronger surge of northeasterly monsoon winds will follow, affecting Taiwan from the 18th. ## There was no electricity in ancient times. What did people do after dark instead of going to sleep? They often did 6 things to pass the time, and nightlife was livelier than today’s - Published: 2026-11-11T18:52:37+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180656 - anchor: #n3838779 This article examines how nighttime life differed among social classes in the days before electric lights, covering farmers’ household chores, scholars’ late-night studies and wealthy people’s feasts. It also explores the impact of curfews and the flourishing of night markets during the Song dynasty. Facts: - In ancient times, ordinary people generally followed a routine of rising at sunrise and going to bed at sunset, partly because of the cost of lighting. - In ancient times, scholars seeking to study used methods such as making a hole in the wall to borrow light and reading by the light of fireflies reflected in snow to overcome the lack of lighting. - During the Lantern Festival, some dynasties relaxed curfews so people could view lanterns and take part in celebrations. ## Does the U.S. blacklist really work? Northwestern Polytechnical University, with deep ties to the Chinese military, bought 輝達 H200 chips through intermediaries - Published: 2026-11-11T18:50:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180670 - anchor: #n3838780 - Companies mentioned: 輝達、陝西博算網絡科技 Reuters revealed that Northwestern Polytechnical University, which has close ties to the Chinese military, bought 輝達 H200 AI chips through intermediary 陝西博算網絡科技 despite being placed on the U.S. export blacklist, exposing a loophole in U.S. technology controls. Facts: - Northwestern Polytechnical University bought 2 輝達 H200 chips last month - Northwestern Polytechnical University bought the chips through 陝西博算網絡科技 - 西北工業大學購入H200晶片的價格為人民幣87萬4700元 - Northwestern Polytechnical University was placed on the U.S. Entity List in 2001 - Northwestern Polytechnical University signed 5 computing-power leasing contracts this year ## “Lo Ta-yu embodies the true spirit of a cultural figure”: Chen Yi reveals his earlier work, which satirized the Kuomintang and criticized the Communist Party - Published: 2026-11-11T18:48:49+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180645 - anchor: #n3838781 Chen Yi highlighted Lo Ta-yu’s earlier work satirizing the Kuomintang and criticizing the Communist Party, praising him for embodying the true spirit of a cultural figure. ## 超速48公里「慘收4.4萬元罰單扣牌半年」！駕駛不服提告，法院判決結果出爐 - Published: 2026-11-11T18:39:16+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180675 - anchor: #n3838782 林男因超速48公里遭罰4萬4千並扣牌半年，提起行政訴訟。法院勘驗發現測速標誌距離違規點超300公尺，違反法定程序，判決撤銷處分。 Facts: - At dawn on November 30, 2025, a man surnamed Lin was driving on a road in Pingtung County with a speed limit of 50 kilometers per hour. His speed was measured at 98 kilometers per hour, 48 kilometers per hour over the limit. - 警方對林男裁處合計4萬4000元罰鍰，並附帶施以道安講習及吊扣該車牌照6個月。 - The court’s inspection established that the actual distance from the speed camera warning sign to the violation site was more than 300 meters. - The Taipei City Office of Transportation Events Adjudication said that speeding by 40 kilometers per hour or more but less than 60 kilometers per hour carries a fine of NT$12,000 to NT$18,000. ## Will Chinese shoppers still splurge on “Double 11”? GMV rose just 2.4% in the first sales period; Hong Kong media say the shopping frenzy has long since faded - Published: 2026-11-11T18:27:59+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180647 - anchor: #n3838783 - Companies mentioned: 星圖數據、花旗、香港經濟日報、天貓、京東、淘寶、抖音、拼多多、人民日報、中國商務部 2024年雙11首輪GMV僅增2.4%，創近年新低。港媒分析指出，因促銷常態化、消費者趨於理性及監管要求回歸品質，雙11的狂歡效應顯著稀釋，電商行業進入常態化經營階段。 Facts: - GMV across e-commerce platforms rose just 2.4% year over year during the first Double 11 sales period - GMV growth during the first Double 11 sales period last year was 14.2% - Chinese e-commerce platforms offer discounts under various pretexts on about 2/3 of the days in a year - 2021年天貓雙11 GMV為人民幣5403億元 - 天貓今年取消跨店滿減改為官方直降 - 京東今年取消預售改為現貨開賣 - 中國商務部等7部門整治無序競爭行為 ## You don’t need boiling water to make boiled eggs! Experienced homemaker’s simple 1-step trick means no stove is needed for springy eggs that peel easily; quick-cooking eggs turn out tender and fragrant every time - Published: 2026-11-11T18:25:03+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180657 - anchor: #n3838784 This article examines why boiled eggs can be difficult to peel, noting that fresh eggs are more likely to stick to the shell because of their high carbon dioxide content. It also introduces practical tips such as cooling eggs in ice water, steaming them in a rice cooker, and adding salt and white vinegar to make boiled eggs easier to handle. Facts: - An egg seller explained that how easily a boiled egg peels depends on its freshness: freshly laid eggs have a high carbon dioxide content in the white, which makes it more likely to stick to the shell. - Immediately cooling boiled eggs in ice water can make them easier to peel. - To make steamed eggs in a rice cooker, wash the eggs and place them on the steaming rack, add water to the outer pot, and let them sit briefly after the switch pops up. - Adding a little salt or white vinegar to the water is mainly intended to reduce egg white leaking out if the shell cracks, not to make the eggs easier to peel. - A Japanese home-cooking account recommends steaming the eggs covered in about 1 centimeter of water and letting the residual heat finish cooking them. ## “I’m talking about Luo Dayou!” Chia Yung-chieh blasts his “terrible, outdated thinking”: “I’d still love Taiwan even if I had no children” - Published: 2026-11-11T18:20:33+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180642 - anchor: #n3838785 - Companies mentioned: 風傳媒 Chia Yung-chieh publicly criticized Luo Dayou’s thinking as outdated and frightening, reaffirmed that she loves Taiwan despite having no children, and also directed readers’ attention to the nine-in-one elections. ## Environment Ministry and New Taipei City build northern Taiwan’s multipurpose disaster-response training center to strengthen cross-agency response capacity - Published: 2026-11-11T18:20:14+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180664 - anchor: #n3838786 The Environment Ministry and New Taipei City Government held a groundbreaking ceremony on the 11th for the “Northern Taiwan Multipurpose Disaster Environmental Incident Response and Training Center” in Yingge District. The project has a total budget of nearly NT$2 billion and aims to strengthen chemical disaster resilience and cross-agency response capacity in northern Taiwan. Facts: - The Environment Ministry and New Taipei City Government are jointly building the “Northern Taiwan Multipurpose Disaster Environmental Incident Response and Training Center.” - 本案總經費為新臺幣19億9,179萬元。 - The site is in Yingge District, New Taipei City, and the planned development area is about 1.8 hectares. - A chemical and compound-disaster response training building with 2 basement levels and 8 floors above ground will be built. - Disaster-response agencies, including the Environment Ministry, the National Fire Agency under the Ministry of the Interior, and the New Taipei City Fire Department, will be based there. - New Taipei City Mayor Hou Yu-ih presided over the groundbreaking ceremony for the new facility. - Environment Minister Peng Chi-ming said northern Taiwan is the country’s political, economic and industrial hub, and accounts for a considerable proportion of sites handling toxic chemicals. - Once completed, the center will provide annual specialized-scenario exercises for more than 5,000 police, firefighters, military personnel, environmental professionals and private-sector experts. ## Chen Chi-mai heads north this weekend to join Puma Shen’s campaign-car convoy, praises him as “smart and eager to learn”: “We’re also secretly learning from his good policy proposals” - Published: 2026-11-11T18:17:03+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180630 - anchor: #n3838787 Chen Chi-mai publicly praised Puma Shen as smart and eager to learn, and said the Kaohsiung City Government is also learning from his excellent policy proposals. ## 土地銀行’s 80-year history turns into a treasure hunt! Wins 2 awards at 2026 Archives Month, using digital innovation to bring precious historical records to life - Published: 2026-11-11T18:08:04+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180636 - anchor: #n3838788 - Companies mentioned: 土地銀行、國家發展委員會檔案管理局 土地銀行 took part in the “2026 Archives Month Time Together Festival,” organized by 國家發展委員會檔案管理局, at 林口國家檔案館 on 115年11月7日. Its digital innovation project, the “土銀檔案尋寶趣” game, and its active participation in collaborative archival annotation earned it awards for Merit and Best Collaborative Annotation Master, highlighting its outstanding work in preserving and revitalizing historical records. Facts: - 土地銀行 took part in the “2026 Archives Month Time Together Festival” at the Linkou National Archives on 115年11月7日 and received an award. - 土地銀行’s digital game “土銀檔案尋寶趣” won a Merit Award in the “Strong Archives─2026 Archival Research and Cultural and Creative Selection.” - 土地銀行 Secretary General Cheng Chuan-sheng accepted the award on its behalf. - 土地銀行 took part in the National Archives Information Network’s “Collaborative Archival Annotation” activity and won the “Best Collaborative Annotation Master Award.” - 土地銀行 is holding the “羽見榮耀雙金永續〜土銀羽球隊50周年特展” on the 1st floor of its headquarters on Guanqian Road in Taipei. - The judges praised 土地銀行 for turning its archival collection into a treasure hunt, demonstrating the importance of preserving institutional records. - 土地銀行 launched a cross-institution stamp-collecting activity titled “國家檔案館 x 國立臺灣博物館 x 臺灣土地銀行.” ## Qingtiangang in Yangmingshan is 770 meters above sea level—where did the large herd of cattle come from? There were once as many as 1600, with no one feeding them; how do they survive in the mountains? - Published: 2026-11-11T18:02:06+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180652 - anchor: #n3838789 A history of grazing at Qingtiangang in Yangmingshan led to a feral herd of water buffalo and the development of the officially registered “Yuanxing cattle” breed. The authorities are now facing challenges in managing the population and assessing relocation plans to balance ecological conservation and animal welfare. Facts: - During the Japanese colonial period, the number of cattle kept at the Daling Pass Ranch in Qingtiangang reached about 1600. - On 2024年6月17日, the Ministry of Agriculture announced approval of the registration of the new “Yuanxing cattle” breed. - In 2016, the Lee Teng-hui Foundation bought 19 black cattle and moved them to Fenglin Township, Hualien County, for breeding. - In March 2025, there were about 24 water buffalo in the Qingtiangang area and about 32 between Ding Shan and Shi Ti Ling. - Qingtiangang is located in the center of the Datun Volcano Group, at an elevation of about 770 meters. ## Didn’t buy The North Face or Superdry for a warm jacket! Insiders recommend 1 more “affordable, durable and water-repellent” option: a winter commuting pick for scooter riders - Published: 2026-11-11T18:00:29+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180638 - anchor: #n3838790 - Companies mentioned: UNIQLO UNIQLO’s “Windproof Fleece Reversible Hooded Jacket” has been widely recommended by scooter riders on Threads for its excellent windproof and water-repellent performance. Combining affordability and practicality, it has become a popular choice for winter commutes. Facts: - A Threads user recommended UNIQLO’s “Windproof Fleece Reversible Hooded Jacket,” saying after trying it out that it blocked the wind well and had comfortable fleece, making it suitable for riding in 18-degree weather. - The jacket has a windproof membrane between its inner layers, a water-repellent finish on the outer fabric, a reversible design and an adjustable hem. - Users said the jacket costs about NT$990 when on sale, and some bought several in different colors. - The jacket was described as lightweight and not bulky, suitable for scooter riders commuting in winter and able to block cold winds. - A UNIQLO representative thanked users in the comments, showing the brand’s regard for customer feedback. ## Will AI replace thinking? The surprising answer from Kaohsiung Education Bureau Director Wu Li-sen 《高雄教育新視野：當港都遇見世界》 - Published: 2026-11-11T18:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180540 - anchor: #n3838553 - Companies mentioned: 風傳媒、臺灣師範大學、臺灣大學、高雄中學、左營高中、愛荷華州立大學、上平國小、南隆國中、田寮國中、田寮區新興國小、吉東國小、甲仙國小、六龜高中、彌陀國小、大樹區的學校、三民高中、陽明交通大學、高雄科技大學、日月光集團、西門子、上銀科技、東台精機、AWS、高屏機器人聯盟、高雄高工、中正高工、清華大學、中山大學、OpenAI、Claude、Gemini、Google In an interview, Kaohsiung Education Bureau Director Wu Li-sen outlined an education transformation strategy combining a sense of place with forward-looking technology. Through innovative international exchanges, resources for remote areas, locally focused industry courses and the development of an AI computing center, he aims to build a warm and supportive education ecosystem. Facts: - The Kaohsiung Education Bureau is promoting an “online-first” model for international exchanges, emphasizing that long-term online learning together should come before meeting in person. - The Kaohsiung City Government invested NT$20 million to build the nation’s first “AI Education Computing Resource Center (Token bank).” - In academic year 114, 25 schools across Kaohsiung offered semiconductor-related courses, with 2,085 course enrollments. - Kaohsiung Education Bureau Director Wu Li-sen has visited 345 of Kaohsiung’s 352 schools. - The Kaohsiung International Education Center and the Bilingual Education Office have been merged into a single point of contact, and have developed several long-term international exchange programs. ## One 全聯 milk has customers hooked! Insiders praise its “rich milky flavor, affordable price and no unpleasant aftertaste”: great value but hard to find - Published: 2026-11-11T18:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180628 - anchor: #n3838552 - Companies mentioned: 全聯 Three small-farm milks sold at 全聯 supermarkets—Lunbei, Liuying and Hexiang—have sparked discussion on social media. Lunbei milk has drawn attention for its quality but is hard to find, while Liuying and Hexiang are respectively promoted for mixing into drinks and for a lighter taste. The article also reminds consumers that labeling rules for domestic fresh milk will become stricter starting in 2026. Facts: - Lunbei milk has been highly recommended by users, who describe it as clean-tasting and rich, with no cow-like odor. It is suitable for drinking on its own or making yogurt, but is often out of stock. - Liuying milk is recommended for milk tea, fruit-and-milk smoothies or lattes because of its affordable price, rich milky aroma and stronger cow-like flavor. - Hexiang milk is known for its light taste and natural sweetness, making it suitable for consumers seeking a natural milky aroma and a milder flavor. - Government rules require domestic cow’s milk to obtain at least 1 of the following certifications from July 2026: the Taiwan Fresh Milk Mark, CAS Taiwan Quality Agriculture Products, or traceability certification (TAP), in order to be labeled as fresh milk. - A recommended strategy for buying milk at 全聯 is to choose according to how it will be used or rotate between options, depending on the week’s promotions or expiration dates, and to remember to keep it refrigerated. ## Millions of F-35 fighter jet parts missing? US watchdog: problem identified in 2023, still not fixed - Published: 2026-11-11T18:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180641 - anchor: #n3838551 - Companies mentioned: 美國政府問責署、F-35聯合計畫辦公室、美國國防部 A report by 美國政府問責署（GAO） revealed that more than a million F-35 spare parts, worth US$85 million, are missing, and that the inventory-management loophole has remained unaddressed since 2023. GAO strongly criticized deficiencies in the inventory tracking system and made 3 recommendations for improvement, which F-35聯合計畫辦公室 agreed to adopt. Facts: - A report by 美國政府問責署（GAO） says more than 1 million F-35 spare parts are missing, with a total value of US$85 million. - GAO identified the parts-management problem as early as May 2023, but it remained unresolved 3 years later. - The F-35 program stores about 26 million spare parts around the world, with a total value of as much as US$31 billion. - GAO criticized the current inventory data as inaccurate and incomplete, saying it cannot reflect changes in parts’ locations and quantities in real time. - About 70% of 美國國防部’s own F-35 parts inventory is stored in government-owned facilities, while 30% is spread across contractors’ warehouses. - GAO向美國國防部提出3項改善建議，包括建立追蹤程序、提供人員訓練及明確人員配置細節。 - F-35聯合計畫辦公室已同意並接納GAO提出的改善建議。 ## Eight state-owned financial institutions》Taiwan stocks soar 1,545 points! Why did state-owned institutions rush to sell nearly 1.4萬 shares of 台玻? The buying list holds clues - Published: 2026-11-11T17:50:47+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180640 - anchor: #n3838554 - Companies mentioned: 八大公股行庫、台玻、長榮航、富喬、仁寶、力積電、中鋼、英業達、敬鵬、華邦電、頎邦、宏碁、東台、光寶科、華航、友達、中鼎、群創、聯電、泰鼎-KY、南亞科、台積電、聯發科、台達電、中信金、國泰金、富邦金、玉山、元大金、凱基金、台新新光金、南亞 台股11日受大型權值股帶動大漲1,545點。八大官股行庫買超仁寶7,262張，賣超台玻13,896張。外資連10賣，投信連22買，三大法人合計買超202.61億元。 Facts: - Taiwan stocks closed at 44,257.15 points on the 11th, up 1,545.23 points for the day. - 台積電 (2330) alone contributed about 846 points to the benchmark. - 仁寶 (2324) topped the list of stocks bought by the 八大公股行庫, with net purchases of 7,262 shares. - 台玻 (1802) topped the list of stocks sold by the 八大公股行庫, with net sales of 13,896 shares. - Foreign investors were net sellers for the 10th consecutive trading day, offloading NT$760 million today. - Investment trusts were net buyers for the 22nd consecutive trading day, adding NT$14.765 billion today. - The three major institutional investors were net buyers of NT$20.261 billion in total today. ## WIRED: A year before Jensen Huang admitted to an affair, crisis PR experts specializing in scandals involving powerful men were already on the scene - Published: 2026-11-11T17:40:35+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180637 - anchor: #n3838555 - Companies mentioned: 輝達、Heller、Megaspeed 輝達 CEO Jensen Huang admitted to an affair. Crisis communications firm Heller had been managing behind-the-scenes communications for him since October 2025, before the affair came to light. The case stemmed from The New York Times’ revelation of Huang’s ties to Singaporean businessman Huang Lezhi, who was suspected of espionage, prompting a U.S. Commerce Department investigation. Facts: - 輝達 CEO Jensen Huang emailed employees on November 8, admitting to an affair. - Crisis communications firm Heller had been handling behind-the-scenes communications for Jensen Huang since October 2025 at the latest. - Heller founder Risa Heller has handled controversies involving powerful men, including former U.S. Representative Anthony Weiner and celebrity chef Mario Batali. - A report by The New York Times revealed ties between Jensen Huang and Huang Le, a former executive at Singaporean chip buyer Megaspeed. - U.S. intelligence officials have determined that Huang Le is a spy working for the Chinese government. - 輝達’s board announced an independent investigation and said it believed national security had not been compromised. ## Taiwan’s biggest fresh milk producer isn’t Ruisui in Hualien! One county tops the list with “annual production of 11萬 tons”—many people guess wrong - Published: 2026-11-11T17:40:28+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180635 - anchor: #n3838556 - Companies mentioned: 中央畜產會、台中農改場 Agriculture Ministry statistics for 2025 show that Changhua County led Taiwan in milk production, with 11.7萬 metric tons. Fuxing Township accounted for more than half of the county’s output. The industry traces its roots to a policy shift in 1973 and now faces rising costs and import competition. Facts: - Taiwan’s annual milk production in 2025 was about 46萬6096 metric tons, of which Changhua County produced about 11萬7395 metric tons, or about 25.19% of the national total. - Fuxing Township in Changhua County produced about 6萬6852 metric tons of milk in 2025, accounting for about 57% of the county’s output and 14.34% of Taiwan’s total. - In 1973, the government selected Fubao Village to establish the “Fubao Dairy Farming Zone,” promoting dairy farming to improve the rural economy. - Dairy farmers in Fuxing Township face rising costs for pasture, feed, labor and environmental protection, as well as competition from imported dairy products. ## 八方雲集別只會吃水餃鍋貼！1隱藏版吃法爆紅，內行讚：好吃到發瘋、連小朋友都很愛 - Published: 2026-11-11T17:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180564 - anchor: #n3838557 - Companies mentioned: 八方雲集 A hidden 八方雲集 food hack is going viral on Threads: mixing spicy dry noodles with corn chowder to create a sweet, savory and spicy white-sauce flavor. It has prompted many people to try it and discuss it online. Facts: - A hidden 八方雲集 food hack is trending on Threads: mixing spicy dry noodles with corn chowder. - The mix has been described as a spicy white sauce with a hint of sweetness and saltiness, with milder heat and a numbing, milky flavor. - The related videos have garnered more than 4.5萬 likes and 385萬 views. - A user claiming to be a delivery driver said they received nearly 10 orders for this combination in a week. - Users suggested adding half a bowl of chowder first and pairing it with preserved egg tofu for more layers of flavor. ## Didn’t buy your scooter at a dealership? Insiders recommend this option: “cheap, fast delivery and generous credit card rewards”—a better deal than in-store - Published: 2026-11-11T17:22:42+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180634 - anchor: #n3838558 - Companies mentioned: 蝦皮、momo、PChome、Yahoo購物中心、Line購物、Threads A user shared their experience buying a scooter on 蝦皮 in a Threads post, prompting discussion about whether buying online is a better deal than purchasing from a brick-and-mortar dealership. Savvy shoppers said cashback and platform credits can cut costs, but also cautioned about differences in registration, insurance and warranty services. Facts: - A user said they bought a scooter on 蝦皮 and saved NT$8,000 compared with a dealership quote after credit card rewards and 蝦幣 were factored in. - A user said that buying a scooter from PChome or Yahoo Shopping during the double 11 sale could earn nearly NT$10,000 in savings through credit card and website rewards. - A user said they bought a scooter from momo購物網, earned a large amount of momo credits, and had the vehicle delivered to their home with help handling the paperwork. - A user explained that dealerships make little profit on new scooters and mainly earn money from subsequent repairs and maintenance, so online prices for a vehicle without add-ons may look cheaper, but buyers have to pay for registration and insurance themselves. - A user said dealerships help process trade-in paperwork and provide a 1-year warranty and a loaner vehicle, while online purchases may lead to warranty disputes. ## 村田製作所 raises operating profit forecast to 5200億 yen; 京瓷, 歐姆龍 and 羅姆 also lift outlooks - Published: 2026-11-11T17:19:28+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180609 - anchor: #n3838559 - Companies mentioned: 村田製作所、京瓷、歐姆龍、羅姆 村田製作所、京瓷、歐姆龍與羅姆於10月底至11月上旬調高2027年3月期財測，受惠於AI與資料中心需求強勁。村田營業利益預估大增兩成至5200億日圓，羅姆亦大幅上修，顯示半導體與AI基礎設施投資持續擴張。 Facts: - 村田製作所 raised its operating profit forecast for the fiscal year ending March 2027 to 5200億 yen. - 村田製作所 plans to invest about 1兆 yen over the next 5 years to expand MLCC capacity. - 京瓷 raised its revenue forecast for the fiscal year ending March 2027 to 2.12兆 yen. - 歐姆龍 raised its full-year operating profit forecast to 880億 yen. - 羅姆 raised its operating profit forecast to 500億 yen, two-thirds higher than previously forecast. ## Store water now! 11 counties and cities face major water outages tomorrow: “Wake up and there’ll be no water to shower or cook”—check your outage area with one click - Published: 2026-11-11T17:16:17+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11180606 - anchor: #n3838560 - Companies mentioned: 台灣自來水公司 台灣自來水公司 announced water outages in parts of 11 counties and cities across Taiwan on November 12, with the longest outage in Yunlin County lasting 10 hours. Residents should store water in advance and turn off electrical equipment. Outage information is available through the company’s official Line account. Facts: - Parts of 11 counties and cities across Taiwan will have temporary water outages on November 12. - Some areas of Kouhu and Gukeng townships in Yunlin County will have the longest outages, lasting 10 hours. - The outage in Zhongrong Village in Anding District, Tainan, and Nanzhou and Minghe villages in Shanshang District will last 9 hours. - The outage in some areas of Beidou Township, Changhua County, will span midnight, from 23:00 on November 12 to 05:00 on November 13. - 台灣自來水公司 advised residents to store water at least 6 hours before an outage. - During an outage, turn off the power to water pumps to prevent them from being damaged by running dry. ## Could exercising before dawn cause sudden death? Doctor warns of “5 things not to do in cold weather”: Beware of a sudden cardiovascular crisis - Published: 2026-11-11T17:14:32+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180622 - anchor: #n3838561 Dr. Huang Xuan cautioned that temperature changes between waking up early in the morning and going outside can trigger sudden cardiovascular death. Older adults and people with the three highs should especially avoid 5 dangerous behaviors to protect their health. Facts: - From waking up in the early morning to getting out of bed and stepping outside, the heart and blood vessels are exposed to sharp temperature changes, raising the risk of sudden death. ## If Jensen Huang divorces, could his wife get “2.48兆 in assets”? Lawyer explains 1 key condition under California law: No damages for emotional distress over an affair - Published: 2026-11-11T17:09:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180627 - anchor: #n3838562 - Companies mentioned: 輝達 Lawyer Liu Weiting explains how California law applies to the division of assets and emotional distress claims in a divorce involving Jensen Huang. He says that while marital property is generally divided equally, an affair does not support a claim for emotional distress; a spouse can only seek recovery of jointly owned assets given to a third party. Facts: - Lawyer Liu Weiting said that if Jensen Huang’s 4.96兆 in assets were simply divided by 2, his wife could receive about 2.48兆. But that assumes all of those assets are marital net property subject to division. - Jensen Huang and his wife Lori were already married before 輝達 was founded in 1993. - Section 43.5 of California’s Civil Code explicitly bars civil claims based on alienation of affection or sexual relations with another person’s spouse. - In California, an affair alone generally cannot be grounds for seeking emotional distress damages, and there is no avenue to sue for “infringing on a spouse’s rights.” - If there is evidence that one spouse gave jointly owned marital property to a third party without authorization, the other spouse can assert a claim to that property. ## Kuaji blasts: “Have the guts to put ‘Orphan of Asia’ on your China setlist”; Huang Shih-hsiu fires back: Lo Ta-yu performed it in 2018 - Published: 2026-11-11T17:03:36+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11180621 - Article page: https://ainews.idaeo.ai/a/4603864-en.html - anchor: #n3838563 Controversy erupted after Lo Ta-yu criticized Taiwan’s culture and the circumstances of mainlanders. Kuaji called on him to perform “Orphan of Asia” at his China concert as proof of freedom of speech. Huang Shih-hsiu countered that Lo Ta-yu had already performed the song in Shanghai in 2018, and accused Kuaji of taking government subsidies while pretending to be morally superior. Facts: - Lo Ta-yu angrily said in a recent program interview that mainlanders are being bullied, and also claimed that “the standard of Taiwan’s culture has declined, and [people] need a meal to get by.” - Former councilor Kuaji (Chiu Wei-chieh) called on Lo Ta-yu to put “Orphan of Asia” on the setlist for his China concert. - Huang Shih-hsiu pointed out that Lo Ta-yu performed “Orphan of Asia” at the Shanghai stop of his 2018 tour, “Young People Who Left Home That Year.” - Kuaji received NT$6 million in subsidies from the DPP Ministry of Culture. - Huang Shih-hsiu said Lo Ta-yu was criticizing political operators who taint Taiwan’s cultural scene. ## 2026-11-11 biotech stocks: Gainers: 浩鼎 10%, 順藥 9.93%, 全福生技 9.87%; decliners: 高端疫苗 10%, 強生* 9.97%, 基亞 9.47% — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91313&kind=20 - anchor: #n3838909 - Companies mentioned: 浩鼎、順藥、全福生技、漢達、禾榮科、霈方、沛爾生醫*-創、共信-KY、中化生、浩宇生醫、高端疫苗、強生*、基亞、泰合、美時、ABC-KY、訊聯、常廣 Biotech stock market performance on 2026年11月11日: 浩鼎, 順藥 and 全福生技 posted the biggest gains, while 高端疫苗, 基亞 and 浩鼎 recorded the largest declines. ## 2026-11-11 institutional trading: Net purchases: 沛爾生醫*-創 591 lots, 浩鼎 539 lots, 藥華藥 334 lots; net sales: 高端疫苗 2,604 lots, 康霈* 990 lots, 美時 734 lots — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91314&kind=20 - anchor: #n3838908 - Companies mentioned: 沛爾生醫*-創、浩鼎、藥華藥、高端疫苗、康霈*、美時、中裕、松瑞藥、東洋、全福生技、保瑞、訊映、禾榮科、基亞 Institutional trading on 2026年11月11日 showed 沛爾生醫, 浩鼎 and 藥華藥 as the top 3 net purchases, while 高端疫苗, 康霈 and 美時 were the top 3 net sales. ## 禾榮科(7799) invited to attend CLST Taiwan Market Mover Access Day hosted by 永豐金證券 on 11/12 — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91328&kind=21 - anchor: #n3838907 - Companies mentioned: 禾榮科、永豐金證券、永豐金證券匯立分公司 禾榮科(7799) was invited to attend CLST Taiwan Market Mover Access Day, organized by 永豐金證券匯立分公司, on 115年11月12日 to discuss its operations, finances and business information. Facts: - 115/11/12 - 14 時 00 分 ## 杏一(4175) reports consolidated profit of NT$117 million for the first 3 quarters of 115, with after-tax earnings per share of NT$2.75 — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91329&kind=21 - anchor: #n3838906 - Companies mentioned: 杏一、杏一(4175) 杏一(4175) announced its consolidated financial statements for the first 3 quarters of ROC year 115, reporting cumulative revenue of nearly NT$6 billion, net profit attributable to owners of the parent of about NT$117 million, and basic earnings per share of NT$2.75. Facts: - Net profit (loss) attributable to owners of the parent (NT$ thousand): 116,598 - Operating revenue (NT$ thousand): 5,978,260 ## 杏一(4175) appoints 蔡宗遠 and 李麗凰 as new signing accountants — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91330&kind=21 - anchor: #n3838905 - Companies mentioned: 杏一、勤業眾信聯合會計師事務所 杏一(4175)宣布因勤業眾信聯合會計師事務所內部調整，更換簽證會計師，新任者為蔡宗遠與李麗凰。 Facts: - 4175 - 115/11/11 ## 海昌生技(7814): 生立生技 board approves a cash offering of 6 million shares at NT$10 each — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91331&kind=21 - anchor: #n3838904 - Companies mentioned: 海昌生技、生立生物科技、海昌生化科技股份有限公司 海昌生技(7814) announced that the board of its subsidiary 生立生物科技 had approved a cash capital increase, issuing 6 million common shares at NT$10 per share, for a total of NT$60 million. The proceeds will be used to strengthen working capital. Facts: - NT$60,000,000 - A total of 6,000,000 shares ## 海昌生技(7814) reports consolidated profit of NT$2.76 million for the first 3 quarters of 115, with after-tax earnings per share of NT$0.07 — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91332&kind=21 - anchor: #n3838903 - Companies mentioned: 海昌生技 海昌生技(7814)公告115年前三季合併淨利2,762仟元，每股稅後盈餘0.07元。 Facts: - 2,762 - 0.07 - 77,584 - 456,018 ## 海昌生技(7814) reports consolidated profit of NT$2.76 million for the first 3 quarters of 115, with after-tax earnings per share of NT$0.07 — Global Bio & Investment Monthly - Published: 2026-11-11T01:00:00+09:00 - Source: Taiwan | 環球生技月刊 - Original: https://news.gbimonthly.com/tw/invest/show.php?num=91332&range=news - anchor: #n3838897 - Companies mentioned: 海昌生技 海昌生技(7814) announced its consolidated financial report for the first 3 quarters of 115, with cumulative operating revenue of NT$775.84 million, pretax profit of NT$27.62 million, and after-tax earnings per share of NT$0.07. Facts: - Operating revenue (NT$ thousand): 77,584 - Pretax profit (loss) (NT$ thousand): 2,762 ## [百和] announces that its endorsement guarantee for a subsidiary meets the requirements of Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies - Published: 2026-11-10T20:15:58+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=9938&year=115&month=11&b_date=1&e_date=31&seq_no=3&spoke_time=191558&spoke_date=20261110 - anchor: #n3838550 - Companies mentioned: 百和、中原興業有限公司 百和公告對子公司中原興業有限公司新增背書保證新台幣32,875仟元，累計餘額達65,355仟元，符合相關處理準則規定。 Facts: - 百和對子公司中原興業有限公司新增背書保證美金1,000仟元（折合新台幣32,875仟元）。 - 中原興業有限公司 is a subsidiary in which 百和 indirectly holds more than fifty percent of the voting shares. - 本次新增背書保證之金額為32,875仟元，原背書保證之餘額為32,480仟元。 - 背書保證之總限額為52,184,732仟元，迄事實發生日為止，背書保證餘額占公開發行公司最近期財務報表淨值之比率為133.15%。 - 中原興業有限公司 has an actual amount drawn of NT$0 thousand and has provided no collateral.