AI News 180m Report

2026-11-11 21:00–24:00 JST

157 received, 157 listed, 7 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 131 items from 6 sources; Japan, 26 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Japan | PR TIMES (continued)(26)

[フジテレビ] FOD original drama “Host Manyoshu” begins streaming from 20:00 on Friday, Dec. 18

Published ・ Source Japan | PR TIMES

FOD, the video streaming service operated by フジテレビ, announced that it will exclusively stream the drama “Host Manyoshu,” based on tanka poems composed by hosts in Kabukicho, from 20:00 on Dec. 18.

Facts

  • Confirmed for exclusive streaming from 20:00 on Friday, Dec. 18
  • Tanka poems composed by 80 Kabukicho hosts
  • FOD Premium Standard Course, 1,320 yen per month (tax included)
  • More than 100,000 titles including dramas and movies
  • More than 200 magazines available to view and read as much as you like
  • You can also enjoy more than 700,000 e-books
  • A special offer to enjoy TOHOシネマズ films for 1,200 yen (tax included) every Friday

Companies mentioned:株式会社フジテレビジョン、フジテレビ、FOD、Smappa!Group、講談社、共同テレビ、TOHOシネマズ

カラオケパセラ announces collaboration fair commemorating 仮面女子 solo live “Genesis”

Published ・ Source Japan | PR TIMES

A collaboration fair commemorating 仮面女子’s solo live “Genesis” will be held at カラオケパセラ Shinjuku Yasukuni-dori from Nov. 13 to 30, 2026. The event will feature drinks for sale, gifts of original coasters, and the addition of previously unreleased songs for streaming.

Facts

  • Friday, Nov. 13, 2026
  • Monday, Nov. 30
  • 9 types in total
  • Nov. 19, 2026

Companies mentioned:株式会社NSグループ、カラオケパセラ、仮面女子、Zepp Shinjuku

Original一般社団法人ハビリスジャパン設立10周年!第3期中期計画を策定

Published ・ Source Japan | PR TIMES

一般社団法人ハビリスジャパン, marking 10 years since its founding in 2016, has formulated its “Third Mid-Term Plan” for 2026 to 2031 and launched a 10th-anniversary donation campaign and a call for companies and organizations to sponsor events.

Facts

  • 10th anniversary
  • From 2026
  • Through 2031
  • About 400 are born each year

Companies mentioned:一般社団法人ハビリスジャパン、ハビリスジャパン

Alternative investment platform “オルタナバンク” unveils “[Monthly Distributions] Autumn Campaign Fund: Autumn Dusk Chapter ID1202”

Published ・ Source Japan | PR TIMES

オルタナバンク, an alternative investment platform operated by SAMURAI証券株式会社, has unveiled a new fund, “[Monthly Distributions] Autumn Campaign Fund: Autumn Dusk Chapter ID1202.” The total offering is 155 million yen, with a target yield of 8.3% (before tax). The offering period runs from Nov. 12 to 16, 2026.

Facts

  • Total offering: 155 million yen
  • Target yield: 8.3% (before tax)
  • Minimum investment: 10,000 yen
  • Minimum funding threshold: The fund will be established with investment applications totaling at least 10 million yen
  • Capital: 99,000,000 yen

Companies mentioned:SAMURAI証券株式会社、オルタナバンク

カラオケパセラ announces collaboration fair commemorating Emi Hirayama’s 4th solo live “A Flash in the Autumn Colors”

Published ・ Source Japan | PR TIMES

A collaboration fair commemorating Emi Hirayama’s 4th solo live “A Flash in the Autumn Colors” will be held at カラオケパセラ Shinjuku Yasukuni-dori. During the event, limited-edition drinks will be sold, original coasters will be given away, and 5 songs will be added to the karaoke lineup.

Facts

  • Nov. 13 (Fri)–Nov. 30 (Mon), 2026
  • Scheduled to be held on Nov. 15, 2026
  • The following 5 songs will be available at カラオケパセラ

Companies mentioned:株式会社NSグループ、カラオケパセラ、株式会社ニュートン、株式会社サンザ

Alternative investment platform “オルタナバンク” unveils “[Monthly Distributions] Autumn Campaign Fund: Late Autumn Chapter ID1201”

Published ・ Source Japan | PR TIMES

オルタナバンク, an alternative investment platform operated by SAMURAI証券株式会社, has unveiled a new fund, “[Monthly Distributions] Autumn Campaign Fund: Late Autumn Chapter ID1201.” The total offering is 133.3 million yen, with a target yield of 8% (before tax). The offering period runs from Nov. 12 to 18, 2026.

Facts

  • Total funds raised: 133.3 million yen
  • Target yield: 8% (before tax)
  • Minimum investment: 10,000 yen
  • Minimum funding threshold: The fund will be established with investment applications totaling at least 10 million yen
  • Capital: 99,000,000 yen

Companies mentioned:SAMURAI証券株式会社、オルタナバンク

=LOVE to perform live on ytv’s “Best Hit Kayosai 2026”!! The group will sing its new song “Love, I’ve Started.” live!! In addition, Maika Sasaki will join the “Best Hit SP Unit” and perform “LOVE Namida Iro” (an Aya Matsuura cover)!

Published ・ Source Japan | PR TIMES

Idol group =LOVE appeared live on ytv’s “Best Hit Kayosai 2026” and performed its new song “Love, I’ve Started.” The song debuted at No. 1 on the Oricon weekly singles chart, selling 515,000 copies in its first week. It was also announced that the group will hold dome concerts at Tokyo Dome next January and Vantelin Dome Nagoya in February.

Facts

  • Originalストリーミング累計2.2億回再生
  • 2.4 billion total views on TikTok
  • Sold 515,000 copies in its first week
  • Cumulative shipments exceeded 660,000 copies
  • Price: 2,200 yen (tax included)
  • Price: 1,800 yen (tax included)
  • Price: 2,500 yen (tax included)
  • Price: ¥1,200 (tax included)
  • Surpassed 333,000 copies, a personal best for first-week sales
  • Cumulative shipments exceeded 500,000 copies
  • Drew approximately 132,000 people

Companies mentioned:株式会社ソニー・ミュージックレーベルズ、Sony Music、Sony Music Studios Tokyo、BABEL LABEL、north river、三井ショッピングパーク

Taiwan | 鉅亨網(25)

輝達 is cheaper than the broader market! Valuation hits a 15-year low: buying opportunity or catching a falling knife?

Published ・ Source Taiwan | 鉅亨網

輝達 shares plunged amid a controversy over CEO Jensen Huang's alleged affair, with its forward price-to-earnings ratio falling to a 15-year low of 11.77 times. 瑞穗 cut its price target to $250 but remains bullish on long-term growth. The market is watching the company's ability to deliver earnings and the stability of its leadership, with the Nov. 17 earnings report expected to provide a test.

Facts

  • 輝達's forward price-to-earnings ratio for the next 12 months fell to 11.77 times, its lowest since 2011.
  • 輝達 shares have fallen 24% over the past month and briefly rose 3% to $173.99 in premarket trading Wednesday.
  • 瑞穗 analyst Vijay Rakesh cut 輝達's price target from $315 to $250.
  • 輝達 announced that Wachtell Lipton律師事務所 will lead an independent investigation to determine whether the company has been targeted by foreign espionage.
  • Original聯準會副主席鮑曼警告今年AI相關債務規模預計將超過8,000億美元。

Companies mentioned:輝達、NVDA-US、標普500指數、瑞穗、Gunderson Capital Management、Wachtell Lipton律師事務所、聯準會、Fed

漢測 books one-time employee stock subscription expense of NT$1.118 billion in Q3; loss of NT$10.23 per share

Published ・ Source Taiwan | 鉅亨網

漢測 reported its third-quarter results, with a one-time employee stock subscription expense of NT$1.118 billion contributing to an after-tax net loss of NT$286 million for the quarter. However, net profit for the first 3 quarters rose 63.7% year over year, and third-quarter revenue hit a record NT$1.5 billion, indicating strong operating momentum.

Facts

  • 漢測 posted an after-tax net loss of NT$286 million in the third quarter, with a loss of NT$10.23 per share.
  • 漢測's after-tax net profit for the first 3 quarters totaled NT$298 million, up 63.7% year over year.
  • 漢測's third-quarter revenue was NT$1.5 billion, a record high for a single quarter.
  • 漢測 recognized a one-time expense of about NT$1.118 billion for employee stock subscriptions.
  • 漢測's revenue for the first 3 quarters totaled NT$3.685 billion, up 129% year over year.

Companies mentioned:漢測

Russia announces results of latest Russia-U.S.-Ukraine trilateral talks; no contact with Europe

Published ・ Source Taiwan | 鉅亨網

Representatives of Russia, the United States and Ukraine held talks in Abu Dhabi from Nov. 10 to 11. Russia announced an agreement in principle on a new round of large-scale prisoner exchanges. Russia stressed that Europe’s security architecture was a core issue and refused to meet with European representatives, saying Europe must first have a “conscience awakening” before it can take part in mediation.

Facts

  • Delegations from the United States, Russia and Ukraine held trilateral talks in Abu Dhabi from Nov. 10 to 11.
  • Russia and Ukraine have agreed in principle to a new round of large-scale prisoner exchanges.
  • Europe’s security architecture is a core issue in the Abu Dhabi negotiations.
  • The Russian delegation had no contact with European representatives in Abu Dhabi.
  • The negotiations lasted more than five hours in total over two days.

Chip stocks plunge 29% from their peak! Is it another dot-com bubble? 台積電 revenue points to a different signal

Published ・ Source Taiwan | 鉅亨網

A sharp pullback in semiconductor stocks has fueled bubble concerns, but strong revenue from 台積電 and low valuations suggest demand remains resilient. The situation differs from the late 1990s, and the rally may not be over.

Facts

  • The 標普500 Semiconductors & Semiconductor Equipment Industry Index has risen more than 400% cumulatively since 2023.
  • The semiconductor index recently fell as much as 29% from its record high in June.
  • Data from 美國半導體產業協會 (SIA) showed global semiconductor sales in September approached US$173 billion.
  • 台積電 reported revenue of about US$17.8 billion in October, up about 15% from the previous month.
  • The semiconductor index currently has a price-to-earnings ratio of about 13 times, at the low end of its range over the past five years.
  • Global chip sales fell more than 8% year over year in 1998.
  • Monthly revenue at 台積電 has followed an almost straight upward trajectory since the spring, after rising from 2023 onward.

Companies mentioned:超微、博通、標普500、Meta、Alphabet、亞馬遜、微軟、甲骨文、Wayve Capital Management、台積電、傑富瑞、Talaria Capital Management、美國半導體產業協會、GSA Global、FactSet

緯創 posts first-three-quarter profit of NT$42.8 billion, EPS of NT$13.54; boosts capital spending to expand server capacity

Published ・ Source Taiwan | 鉅亨網

緯創 reported financial results for the first three quarters of 2023, with net income after tax reaching NT$42.86 billion, up more than 1 times year over year. The board approved an additional NT$13.423 billion in capital spending to expand AI server capacity in Taiwan and Mexico, and secured usage rights for land and office facilities in Hsinchu.

Facts

  • 緯創’s net income after tax reached NT$42.86 billion in the first three quarters, up more than 1 times year over year, with earnings per share of NT$13.54.
  • 緯創 reported third-quarter revenue of NT$1.15 trillion, up 28.33% from the previous quarter and 1.02 times year over year.
  • The board approved an additional NT$13.423 billion in capital spending to expand AI server capacity in Taiwan and Mexico.
  • 緯創 subsidiary Wistron InfoComm Mexico S.A. de C.V. added US$17.76 million in capital spending (about NT$584 million).
  • The board approved acquiring usage-right assets for land and office facilities in Hsinchu for no more than NT$2.8 billion.

Companies mentioned:緯創、Wistron InfoComm Mexico S.A. de C.V.

Ukraine captures Indonesian POW for the first time as number of Indonesians fighting surges

Published ・ Source Taiwan | 鉅亨網

Ukraine announced it had captured its first Indonesian prisoner of war and revealed a recent surge in the number of Indonesians taking part in combat for Russia. Indonesia’s government strongly condemned the recruitment and called on Russia to stop, while police cracked down on related human-trafficking rings.

Facts

  • Ukraine said it had captured its first Indonesian prisoner of war, a 49-year-old man from Java, Indonesia.
  • About 283 Indonesians were recruited to fight in Russia’s war against Ukraine in the first nine months of this year.
  • Russia recruited no more than 10 people from Indonesia over the past three years.
  • Indonesian police uncovered a human-trafficking ring that used social media to recruit Indonesian citizens and send them to conflict zones as mercenaries.

Anthropic IPO demand booms; underwriters weigh raising price, valuation nears US$1.5 trillion

Published ・ Source Taiwan | 鉅亨網

Original據《金融時報》報導,Anthropic IPO因投資者需求強勁,承銷團隊正研擬調升發行價格,目標估值逼近1.5兆美元,總募資有望突破千億美元,旨在籌資挹注龐大算力支出。

Facts

  • Underwriters for the Anthropic IPO are considering raising the offering price range.
  • The fully diluted target valuation for the Anthropic IPO could rise to US$1.5 trillion or higher.
  • The Anthropic IPO could raise more than US$100 billion in total.
  • Strategic partners including Google, 輝達 and 微軟 will jointly invest US$26 billion through a parallel private placement.
  • Anthropic’s annualized revenue reached US$81 billion in October.
  • 晨星 analysts estimate Anthropic’s fair equity value at US$1.7 trillion.
  • Anthropic’s top strategy at present is to raise as much money as possible through a public listing to fund spending on computing infrastructure.

Companies mentioned:Anthropic、高盛、摩根士丹利、金融時報、Google、輝達、微軟、AMD、博通、美光、晨星

Bomb threat email triggers nationwide alert! At least 300 schools in Italy evacuated

Published ・ Source Taiwan | 鉅亨網

At least 300 schools in Italy received bomb threat emails on the 11th and were evacuated. Prime Minister Meloni will convene an emergency meeting. Authorities believe the threats were a hoax and have found no evidence of an actual danger; police are investigating.

Facts

  • At least 300 schools in Italy received bomb threat emails and evacuated students.
  • Italian Prime Minister Meloni will convene an emergency government meeting to discuss a response.
  • Authorities’ initial assessment is that the wave of threats may be a hoax, with no evidence of an actual danger.
  • The sender of the threat emails signed the name “Mikhail Andropov.”
  • The same person claiming that name previously said they were responsible for bomb threat emails sent to newsrooms in Ireland and Bulgaria last Friday.

Original亞泥前三季EPS 2.86元 轉投資遠鼎租賃由遠銀國際租賃換股合併

Published ・ Source Taiwan | 鉅亨網

亞泥 reported first-three-quarter EPS of NT$2.86 and announced that it would merge non-operating 遠鼎租賃 into its affiliate 遠銀國際租賃 to optimize its organizational structure.

Facts

  • 亞泥 recorded cumulative net income after tax of NT$9.513 billion in the first three quarters, with earnings per share of NT$2.86.
  • 亞泥’s board approved the absorption merger of 遠鼎租賃 into 遠銀國際租賃.
  • After the share swap, 亞泥 will hold a 6.49% stake in 遠銀國際租賃.
  • 亞泥 reported third-quarter net income after tax of NT$2.482 billion, with earnings per share of NT$0.73.
  • 亞泥 recorded cumulative revenue of NT$50.414 billion in the first three quarters.

Companies mentioned:亞泥、遠鼎租賃、遠銀國際租賃

ECB: If no agreement is reached by year-end, digital euro launch could be delayed until after 2029

Published ・ Source Taiwan | 鉅亨網

The European Central Bank warned that the digital euro project could be delayed until after 2029 if the EU fails to reach an agreement on the “single currency legislative package” by the end of 2026. The ECB stressed the need to reduce reliance on foreign payment providers and resolve legislative disputes over privacy and fees.

Facts

  • The European Central Bank warned that the digital euro launch could be delayed until after 2029 if an agreement is not reached by the end of 2026.
  • Foreign providers control as much as two-thirds of credit card payments in the eurozone.
  • The digital euro will complement cash and will never replace it.
  • If the EU completes legislation this year, a 12-month technical pilot is expected to begin in the second half of 2027.
  • The technical pilot will involve 36 market operators, payment service providers and physical merchants.
  • The core disputes in the bill negotiations center on personal privacy, transaction fee structures and limits on individual holdings.

CCL equipment maker 亞泰金屬 posts EPS of NT$10.11 in Q1-Q3, decides to invest in Thailand

Published ・ Source Taiwan | 鉅亨網

CCL equipment maker 亞泰金屬 reported sharply higher earnings in the first three quarters of 2026, with EPS of NT$10.11. To meet AI demand, the board approved a NT$500 million investment to expand capacity in Taiwan and Thailand; orders are booked through 2028.

Facts

  • 亞泰金屬’s net income after tax reached NT$272 million in Q1-Q3 2026.
  • 亞泰金屬’s earnings per share (EPS) reached NT$10.11 in Q1-Q3 2026.
  • 亞泰金屬’s earnings in Q1-Q3 2026 increased 1.44 times year over year.
  • 亞泰金屬 approved an additional NT$500 million investment to expand capacity.
  • 亞泰金屬 plans to invest NT$200 million to establish a plant in Thailand.
  • 亞泰金屬 will invest an additional NT$300 million in the factory expansion project at its Yangmei Plant 2 in Taiwan.
  • 亞泰金屬’s current orders extend through 2028.

Companies mentioned:亞泰金屬、亞泰金屬(6727-TW)

全訊 posts net profit of NT$87.15 million for first 3 quarters; India defense shipments to begin in Q4

Published ・ Source Taiwan | 鉅亨網

全訊 reported net income of NT$87.15 million for the first 3 quarters of 2026, down 48% year over year, mainly due to delays in defense contract awards. Its gross margin remained above 50%, and it has passed 12 military product certification reviews. Shipments to the Indian market will begin in Q4, and analysts expect new contract awards to drive growth next year.

Facts

  • 全訊's cumulative net income for the first 3 quarters of 2026 was NT$87.15 million
  • 全訊's profit fell about 48% year over year in the first 3 quarters
  • 全訊's gross margin remained steady at above 50% in the first 3 quarters
  • 全訊 has passed 12 Ministry of National Defense military product certification reviews
  • 全訊 will begin shipments to the Indian market in Q4
  • 全訊 is developing products with output power of 5W and 10W in the 0.4-1G, 1-2.5G and 2.5-6G ranges

Companies mentioned:全訊

Beijing unveils 3-year action plan for embodied intelligence, targeting annual production of 200,000 units

Published ・ Source Taiwan | 鉅亨網

Beijing has released a 3-year action plan for the embodied intelligence robot industry, targeting annual production of 200,000 humanoid robots by 2028. The policy focuses on computing infrastructure, data collection and self-sufficiency in core components, prompting robotics stocks on the A-share market to hit their daily limits.

Facts

  • 北京市經濟和信息化局 has officially issued the Beijing Action Plan for the High-Quality Development of the Embodied Intelligence Robot Industry (2026—2028).
  • The plan aims to foster at least 5 internationally leading and 10 domestically leading humanoid robot manufacturers by 2028.
  • Beijing will have the capacity to produce 200,000 humanoid robots annually by 2028.
  • The Beijing-Tianjin-Hebei region accounts for 25% of the country's capacity for complete robots, with a key-component supply rate of more than 60%.
  • The policy calls for the construction of dedicated embodied intelligence computing clusters with a total capacity of more than 50,000 PFlops.
  • The policy requires the collection of more than 1 million hours of high-quality data across at least 100 real-world scenarios.
  • 螞蟻靈波 has released and open-sourced the world's first general-purpose foundational tactile model, LingBot-Touch.

Companies mentioned:北京市經濟和信息化局、螞蟻靈波

[藥華藥 earnings call] AI key takeaways 2026/11/11

Published ・ Source Taiwan | 鉅亨網

藥華藥 reported record revenue and profit for the first 3 quarters of 2026, demonstrating strong operating leverage. The company is accelerating its global expansion: Ropeg ET has received marketing authorization in multiple countries, and it plans to purchase a U.S. site and acquire 予宇生技 to strengthen R&D. Its outlook centers on expanding into new indications and developing innovative drugs.

Facts

  • Revenue in the third quarter of 2026 was NT$7.76 billion, up 13.19% quarter over quarter and 99.29% year over year
  • Cumulative EPS for the first 3 quarters of 2026 was NT$18.43, a record for the same period
  • Ropeg has been approved and launched in 50 countries for the treatment of polycythemia vera (PV)
  • 藥華藥 has approved an investment of up to US$61 million to purchase real estate in Lexington, Massachusetts
  • 藥華藥 has completed the acquisition of all equity in 予宇生技
  • 藥華藥 has approved an investment of NT$675 million in the biotech and medical venture capital fund 碩曜一號有限合夥
  • Ropeg's global Phase 3 HOPE-PMF clinical trial has enrolled 160 participants and received positive feedback from the DSMB

Companies mentioned:藥華藥、予宇生技、Novotech、PEC USA、PIRC、碩曜一號有限合夥

〈樺漢 outlook〉Backlog exceeds NT$280 billion; high operating growth expected next year, with a 2030 ROE target of 20%

Published ・ Source Taiwan | 鉅亨網

Industrial computer maker 樺漢 held an earnings call today. Chairman Chu Fu-chuan said its backlog exceeds NT$280 billion and announced that integration benefits with Kontron will emerge next year. The company is targeting an ROE of 20% by 2030.

Facts

  • 樺漢's current backlog exceeds NT$280 billion.
  • 樺漢 has increased its stake in Kontron to 49.4%.
  • 樺漢 is targeting a return on equity (ROE) of 20% by 2030.
  • 樺漢 is targeting an annualized total shareholder return (TSR) of 30% by 2030.
  • 樺漢 expects both revenue and profit to post strong growth in 2027.

Companies mentioned:樺漢、Kontron

Invesco manager analyzes 3 culprits behind tech stocks' sharp selloff; remains bullish on AI long term and names 5 countries leading the trend with “THANK”

Published ・ Source Taiwan | 鉅亨網

Invesco Global Technology Fund manager Hsiao Jo-mei said recent volatility in tech stocks was mainly driven by incomplete deleveraging in South Korea, negative free cash flow at U.S. cloud service providers and U.S. election-related political factors. She is bullish on long-term AI demand and the industrial supply chains of the 5 “THANK” countries, and recommends that investors watch for AI applications to gain traction.

Facts

  • The July pullback in tech stocks was mainly affected by deleveraging in South Korea, which was not thorough at the time.
  • Continued heavy investment in AI infrastructure has pushed the latest quarterly free cash flow of some major U.S. cloud service providers into negative territory.

Companies mentioned:微軟、Google

敬鵬 posts net profit of NT$960 million for first 3 quarters, up 1.52 times year over year; EPS of NT$2.42 surpasses full-year figure for last year

Published ・ Source Taiwan | 鉅亨網

敬鵬 reported net profit of NT$960 million for the first 3 quarters of 2026, up 1.52 times year over year and surpassing last year's full-year figure, with EPS of NT$2.42. Third-quarter revenue was NT$4.812 billion, and gross margin rose to 20.51%. Analysts are optimistic about capacity at its new Thailand plant and demand for automotive boards, and expect strong growth momentum in 2027.

Facts

  • 敬鵬's third-quarter 2026 revenue was NT$4.812 billion, up 13.45% quarter over quarter and 24.7% year over year.
  • 敬鵬's after-tax net income for the first 3 quarters of 2026 reached NT$960 million, up 1.52 times year over year and surpassing its full-year profit for 2025, with EPS of NT$2.42.
  • 敬鵬's gross margin in the third quarter of 2026 was 20.51%, up 8.33 percentage points quarter over quarter and 11.92 percentage points year over year.
  • Capacity at 敬鵬's new Thailand plant is coming online in stages, with additional capacity expected to start production in 2027.

Companies mentioned:敬鵬

[廣達 earnings call] AI key takeaways 2026/11/11

Published ・ Source Taiwan | 鉅亨網

廣達 reported record revenue and profit for the first 3 quarters of 2026, with AI servers serving as its main growth driver and accounting for more than eight-tenths of revenue. The company announced it would terminate its acquisition of 友達光電's Huaya plant and instead strengthen its overseas production footprint. It expects revenue to maintain high double-digit growth next year.

Facts

  • 廣達's consolidated revenue for the first 3 quarters was NT$2.9614 trillion, up 99.4% year over year
  • 廣達's after-tax net income attributable to the parent for the first 3 quarters was NT$78.27 billion, up 48.3% year over year
  • 廣達's third-quarter EPS was NT$7.08, the second-highest on record since its listing
  • 廣達 has decided to terminate its acquisition of 友達光電's Huaya plant
  • 廣達 expects its AI production capacity to double by the end of 2026 compared with the end of 2025

Companies mentioned:廣達、友達光電

Has the worst passed? 輝達 rebounds more than 5% premarket after sharp drop, but Morgan Stanley removes it from top picks

Published ・ Source Taiwan | 鉅亨網

Original輝達因執行長黃仁勳婚外情風波導致股價連兩日大跌,雖盤前反彈逾5%,但摩根士丹利將其移出首選股。輝達已啟動內部調查以釐清機密外洩疑慮,投資人關注領導穩定性及政策限制對獲利的影響。

Facts

  • 輝達 shares rebounded more than 5% in premarket trading after plunging for 2 consecutive trading days.
  • Original摩根士丹利將輝達移出首選股名單。
  • 輝達 has hired law firm Wachtell, Lipton, Rosen & Katz to investigate the incident.
  • Original輝達股價自10月2日被列入摩根士丹利首選股以來已下跌逾25%。
  • 美國銀行 has presented 3 scenarios to assess the investment implications for 輝達.
  • Jensen Huang is expected to continue overseeing day-to-day operations ahead of the quarterly earnings report on November 17.

Companies mentioned:輝達、NVDA-US、摩根士丹利、MS-US、美國銀行、BAC-US、Zacks、Wachtell, Lipton, Rosen & Katz

〈藥華藥 earnings call〉First 3 quarters net profit of NT$7.603 billion, exceeding 1 times capital; new drug pipeline expands product line

Published ・ Source Taiwan | 鉅亨網

藥華藥 (6446-TW) reported after-tax net income of NT$7.603 billion for the first 3 quarters, up more than 1 times year over year, with EPS of NT$18.43. Benefiting from Ropeg's U.S. launch and expansion in the U.S. and Japanese markets, revenue and gross margin both reached records in the third quarter. The company said its Ropeg clinical trial for myelofibrosis received positive feedback and that it expects to apply for marketing authorization in 2028, while continuing to invest in new drug R&D.

Facts

  • 藥華藥's after-tax net income for the first 3 quarters was NT$7.603 billion, up more than 1 times year over year.
  • 藥華藥's third-quarter revenue was NT$7.76 billion, up 13.19% quarter over quarter and 99.29% year over year.
  • 藥華藥's third-quarter gross margin was 96.84%, up 5.27 percentage points year over year.
  • 藥華藥 has completed enrollment in the global Phase 3 clinical trial (HOPE-PMF) of Ropeg for early-stage primary myelofibrosis or overt primary myelofibrosis at low or intermediate-1 risk.
  • 藥華藥 expects to apply for marketing authorization in various countries for Ropeg to treat myelofibrosis in mid-2028.
  • 藥華藥 reported revenue of NT$19.737 billion for the first 3 quarters of this year, up 83.54% year over year.

Companies mentioned:藥華藥

A ticking time bomb concealed for a year? After Huang Jen-hsun's bombshell about hiring a PR firm over a sexual misconduct scandal, 輝達 executives have cashed out more than $2.1 billion since October last year

Published ・ Source Taiwan | 鉅亨網

輝達 executives were implicated in a sexual misconduct scandal and faced an investigation. During the period, multiple directors and senior executives sold more than $2.1 billion in shares on a large scale, prompting a shareholder class-action lawsuit and government intervention and sending the stock price sharply lower.

Facts

  • 8 輝達 directors and executives sold about $2.142 billion in shares in total from October 2025 to November 2026
  • Director Stevens sold about $1.496 billion in shares, without indicating that the sales were made under a Rule 10b5-1 plan
  • Huang Jen-hsun has worked with crisis PR firm Heller since October 2025
  • 輝達 shares fell a cumulative 9.56% over 2 days, wiping out about $430 billion in market value
  • 輝達 shareholders filed a class-action lawsuit alleging that investors were misled

Companies mentioned:輝達、Heller、Megaspeed、WIRED、SEC、紐約時報、路透、FBI

萬海's profit for the first 3 quarters rose more than 9 tenths year over year; EPS was NT$14.61, surpassing its full-year profit last year

Published ・ Source Taiwan | 鉅亨網

萬海 reported its third-quarter results, with profit for the first 3 quarters rising more than 9 tenths year over year and EPS at NT$14.61, already surpassing its full-year profit last year. The company said global capacity was stable but tight, and plans to expand capacity to 1 million TEU over the next 7 years.

Facts

  • 萬海 posted after-tax net profit of NT$21.793 billion for the third quarter, with EPS of NT$7.7, up 87.23% year over year.
  • 萬海's cumulative after-tax net profit for the first 3 quarters reached NT$40.999 billion, with EPS of NT$14.61, already surpassing its full-year profit last year.
  • The commercial idle rate for the global container fleet was just 0.7%, while charter rates climbed to a nearly 4-year high.
  • 萬海's average vessel age fell to 8.8 years, well below the global container fleet average of 14.1 years.
  • 萬海 expects to take delivery of 42 new vessels from next year through 2030, increasing its total capacity by about 475,000 TEU.
  • 萬海 will add a direct service in late November linking Haiphong in Vietnam, South China, Malaysia and the West India region (CI8).

Companies mentioned:萬海、Alphaliner

駿吉-KY returns to operating profit in Q3 as strong U.S. orders for nail guns provide momentum

Published ・ Source Taiwan | 鉅亨網

駿吉-KY returned to operating profit in the third quarter, benefiting from strong U.S. orders for nail guns. Revenue hit a record high in October, and the company is optimizing its financial structure through a private placement and asset disposals.

Facts

  • 駿吉-KY posted after-tax net profit of NT$4.56 million in the third quarter of 2026, with earnings per share of NT$0.12.
  • 駿吉-KY recorded operating profit of NT$3.82 million in the third quarter, marking its first return to operating profit in 7 quarters.
  • 駿吉-KY revenue reached NT$47.67 million in October 2026, up 33.38% month over month and 5.25 times year over year.
  • 駿吉-KY approved a private placement of 2,000 lots at NT$32 per share, expected to raise NT$64 million.
  • 駿吉-KY sold a 33.33% stake in its subsidiary 上海駿吉先進半導體 in a transaction worth RMB 10 million.
  • 駿吉-KY recognized NT$47.21 million this year in accounts receivable and expected credit impairment losses related to its Shanghai subsidiary, and had recovered NT$20.72 million by the end of the third quarter.

Companies mentioned:駿吉-KY、台灣鑄能能源科技公司、上海駿吉先進半導體

中信金 earned NT$68.55 billion in the first 10 months; gains on FVOCI stocks bring the total to NT$148.8 billion, surpassing every full-year record

Published ・ Source Taiwan | 鉅亨網

中信金控 announced its earnings for the first 10 months of 2026, reporting cumulative after-tax net profit of NT$68.55 billion, or NT$148.828 billion including gains on FVOCI disposals, surpassing its full-year records for every previous year. Subsidiary 中銀 posted steady profit growth, while 台壽's insurance business showed strong momentum.

Facts

  • 中信金控 posted after-tax net profit of NT$5.313 billion for October 2026, bringing its consolidated after-tax net profit for the first 10 months to NT$68.55 billion, with EPS of NT$3.45.
  • 中信金控's after-tax gains on disposals of equity instruments under FVOCI totaled NT$80.278 billion in the first 10 months.
  • Subsidiary 中國信託商業銀行 posted after-tax profit of NT$55.034 billion in the first 10 months, up 18% from the same period last year.
  • 台灣人壽's cumulative new business premiums reached NT$94.4 billion in the first 10 months, up 64% from the same period last year.
  • 台灣人壽 posted after-tax profit of NT$14.429 billion in the first 10 months. Including FVOCI disposal gains, the total impact on retained earnings was NT$73.234 billion.

Companies mentioned:中信金控、中國信託商業銀行、台灣人壽

Strong earnings and a rebound in tech stocks bring European shares close to record highs

Published ・ Source Taiwan | 鉅亨網

European shares rose Wednesday, buoyed by strong earnings and AI demand, with the pan-European STOXX 600 index nearing a record high. Semiconductor and heavy electrical equipment stocks led gains, while some wind power and defense stocks fell on weak performance.

Facts

  • The pan-European STOXX 600 rose 0.7% to 662.83 points on the 11th, nearing a record high.
  • Germany's DAX rose 0.9%, while France's CAC 40 and the UK's FTSE 100 gained 0.7% and 0.8%, respectively.
  • Siemens Energy forecast that its profit margin would expand to 22% before 2030 and planned to increase its dividend by more than 3 times, sending its shares up 6.5%.
  • Wind turbine maker Vestas and defense contractor CSG plunged 6% and 18%, respectively, after profits or outlooks fell short of expectations.
  • U.S. cloud services provider CoreWeave issued an upbeat earnings report, easing concerns about a slowdown in AI capital spending.

Companies mentioned:泛歐斯托克600指數(STOXX 600)、德國 DAX 指數、法國 CAC 40 指數、英國富時 100 指數、CoreWeave、ASM International、BE Semiconductor、艾司摩爾(ASML)、意法半導體(STMicroelectronics)、西門子能源(Siemens Energy)、Vestas、CSG、Cavendish

Taiwan | 國家災害防救科技中心(14)

Major fire incident report (Taitung County)

Published ・ Source Taiwan | 國家災害防救科技中心

內政部消防署 issued a cancellation notice stating that the fire incident at Green Island Junior High School in Taitung County had been closed, and reminded the public to stay away from the warning area.

Facts

  • Effective time: 2026-11-11T19:58:42
  • Expiration time: 2026-11-11T20:59:00

Companies mentioned:內政部消防署、臺東縣綠島鄉綠島國中

Major fire incident alert (Hsinchu County)

Published ・ Source Taiwan | 國家災害防救科技中心

內政部消防署 issued a notice stating that the major fire incident at a big-box store in Zhubei City, Hsinchu County, had been closed, and reminded the public to stay away from the warning area.

Facts

  • Effective time: 2026-11-11T19:47:22
  • Expiration time: 2026-11-11T20:47:00

Companies mentioned:內政部消防署

Original寶山第二水庫(放水至 石井溪):自由溢流(新竹市,新竹縣)

Published ・ Source Taiwan | 國家災害防救科技中心

Original水利署發布寶山第二水庫向石井溪自由溢流之更新訊息,影響新竹縣寶山鄉、峨眉鄉及新竹市東區、北區、香山區,提醒沿岸民眾注意並遠離河床。

Facts

  • Effective time: 2026-11-11T19:08:40
  • Expiration time: 2026-11-11T22:09:00

Companies mentioned:水利署

Water outage (Yunlin County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued an updated water outage notice for Changping and Baozhuang villages in Douliu City, Yunlin County. Emergency repairs on Shilin Road are affecting service from 2026年11月11日16:43至22:00.

Facts

  • Effective time: 2026-11-11T16:43:55
  • Expiration time: 2026-11-11T22:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taichung City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 is extending water pipelines along Minxing Lane in Beitun District, Taichung City, to expand water service to areas without piped water and ensure water safety.

Companies mentioned:台灣自來水公司

Water Outage (Taichung City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 is extending water pipelines along Minxing Lane in Minde Village, Beitun District, Taichung City, to expand water service to areas without piped water and ensure water safety.

Facts

  • Effective time: 2026-11-11T17:16:43
  • Expiration time: 2026-11-12T14:00:00

Companies mentioned:台灣自來水公司

Water Outage (Tainan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will shut off water in Xiecuoliao Village, Madou District, Tainan City, from 2026年11月11日至13日 to accommodate the Public Works Bureau's improvement project on County Road 173.

Facts

  • County Road 173
  • Effective time: 2026-11-11T17:00:39
  • End time: 2026-11-13T16:00:00

Companies mentioned:台灣自來水公司

Water outage (Kaohsiung City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 will shut off water in Luxing, Fu'an and Dexing villages in Meinong District, Kaohsiung City, from 2026年11月11日17:02至11月12日17:30 to connect new and old pipelines as part of a pipeline extension project.

Facts

  • Effective time: 2026-11-11T17:02:26
  • Expiration time: 2026-11-12T17:30:00

Companies mentioned:台灣自來水公司

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for multiple villages in Puli Township, Nantou County, due to pipeline leak testing. The outage is expected to last from 2026年11月11日17:02至11月12日05:00.

Facts

  • Effective time: 2026-11-11T17:02:39
  • Expiration time: 2026-11-12T05:00:00

Companies mentioned:台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for Yongfeng and Qingxi villages in Tucheng District, New Taipei City, effective from 2026年11月11日17:09至11月12日06:00.

Facts

  • 2026-11-11T17:09:56
  • 2026-11-12T06:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 is conducting a water network leak investigation to improve water quality for residents on Nanyuan 2nd Road and Zhongfu Road and strengthen regional supply stability, affecting multiple villages in Zhongli District, Taoyuan City.

Facts

  • Effective time: 2026-11-11T11:00:47
  • Expiration time: 2026-11-12T15:00:00

Companies mentioned:台灣自來水公司

Water outage (Yunlin County)

Published ・ Source Taiwan | 國家災害防救科技中心

Original台灣自來水公司因汰換管線,於雲林縣口湖鄉港東村中正路等區域實施停水施工。

Facts

  • Effective time: 2026-11-11T16:33:17
  • Expiration time: 2026-11-12T18:00:00

Companies mentioned:台灣自來水公司

Water Outage (Taoyuan City)

Published ・ Source Taiwan | 國家災害防救科技中心

Original台灣自來水公司為辦理大園區華興路等汰換管線工程,將於2026年11月11日至12日進行環區北路與溪福路交口增設減壓閥施工,影響桃園市大園區北港里、南港里及觀音區保障里停水。

Facts

  • Effective time: 2026-11-11T16:11:33
  • Expiration time: 2026-11-12T21:00:00

Companies mentioned:台灣自來水公司

Strong Wind Advisory for Land Areas (Yellow Alert) (Pingtung County, Taoyuan City, Lienchiang County, Changhua County, Taichung City, Taitung County, Penghu County)

Published ・ Source Taiwan | 國家災害防救科技中心

Original中央氣象署發布陸上強風特報(黃色燈號),指出11日下午至晚上桃園市、臺中市、彰化縣、屏東縣、臺東縣、澎湖縣及連江縣局部地區有平均風6級以上或陣風8級以上發生機率,提醒民眾注意戶外安全。

Facts

  • Average winds of scale 6 or above
  • Gusts of scale 8 or above

Companies mentioned:中央氣象署

Taiwan | 環球生技月刊(7)

11/11 Biotech Stock Roundup - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

The 11/11 biotech stock roundup covers new drug development and partnership news from companies including 藥華藥, 中裕 and 海昌生技, and reports on capital increases by 騰勢 and 慧康生技 as well as 奈米醫材's treasury stock buyback. 浩鼎 hit the daily limit up and 高端疫苗 hit the daily limit down; institutional net buying and selling activity was also disclosed.

Facts

  • 藥華藥 (6446)
  • 中裕 (4147)
  • 海昌生技 (7814)
  • 泰合生技 (6467)
  • 台康生技 (6589)
  • 騰勢(7889)
  • Initial public offering of 1.95 million shares through a cash capital increase
  • Indicative price of NT$50.88 per share
  • Record date: 11/27
  • 慧康生技*-KY (7851)
  • Approved a cash capital increase of 5 million shares
  • Indicative price of NT$20–25 per share
  • 奈米醫材 (6612)
  • Buyback of 300 lots of treasury shares
  • Price range: 49.00–106.00
  • 慧智 (6615)
  • 浩鼎 10%
  • 順藥 9.93%
  • 全福生技 9.87%
  • 高端疫苗 10%
  • 強生* 9.97%
  • 基亞 9.47%
  • 沛爾生醫*-創: 591 lots
  • 浩鼎: 539 lots
  • 藥華藥: 334 lots
  • 高端疫苗: 2,604 lots
  • 康霈*: 990 lots
  • 美時: 734 lots

Companies mentioned:藥華藥、FORUS Therapeutics、中裕、海昌生技、台糖、泰合生技、台康生技、騰勢、慧康生技*-KY、奈米醫材、慧智、浩鼎、順藥、全福生技、高端疫苗、強生*、基亞、沛爾生醫*-創、康霈*、美時

Original生合(1295)115年前三季合併獲利8680萬元,每股稅後2.48元-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

生合 (1295) announced its consolidated financial report for the first 3 quarters of 115, reporting cumulative operating revenue of NT$7.44 billion, pretax net profit of NT$953 million, net profit for the period of NT$868 million and basic earnings per share of NT$2.48.

Facts

  • Cumulative net profit (loss) for the period from January 1 through the current period (NT$ thousand): 86,798
  • Cumulative basic earnings (loss) per share from January 1 through the current period (NT$): 2.48
  • Cumulative operating revenue from January 1 through the current period (NT$ thousand): 744,071
  • Cumulative pretax net profit (loss) from January 1 through the current period (NT$ thousand): 95,335

Companies mentioned:生合

台耀 (4746) invited to attend an online investor conference hosted by 永豐金證券 on 11/13 - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

台耀 (4746) was invited to attend an online investor conference hosted by 永豐金證券 on Nov. 13, 115, to discuss its 3rd-quarter operating performance.

Facts

  • 115/11/13
  • 14:30
  • Original115年第3季

Companies mentioned:台耀、永豐金證券

騰勢 (7889) names its stock affairs agent, office location and contact telephone number - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

騰勢股份有限公司 announced that its stock affairs agent is 凱基證券股份有限公司 and provided the relevant office location and contact telephone information.

Facts

  • 7889
  • 115/11/11
  • 02-7753-8610
  • (02)2389-2999

Companies mentioned:騰勢股份有限公司、凱基證券股份有限公司

騰勢 (7889) names institutions to collect and hold proceeds from its initial public offering cash capital increase - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

騰勢股份有限公司 announced that 台北富邦商業銀行 and 凱基商業銀行 will collect and hold the proceeds from its initial public offering cash capital increase.

Facts

  • 7889
  • 115/11/11

Companies mentioned:騰勢股份有限公司、台北富邦商業銀行、凱基商業銀行

騰勢 (7889) to issue 1.95 million shares in cash capital increase ahead of its initial public offering at an indicative NT$50.88 per share; record date 11/27 - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

騰勢 (7889) announced a cash capital increase ahead of its initial public offering, issuing 1.95 million common shares at an indicative underwriting price of NT$50.88 per share, with a record date of 11/27.

Facts

  • Issue of 1,950,000 common shares
  • Par value of NT$10 per share

Companies mentioned:騰勢股份有限公司、財團法人中華民國證券櫃檯買賣中心、中華民國證券商業同業公會

11/11 Biotech Stock Roundup - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

The 11/11 biotech stock roundup covers new drug development and partnership news from companies including 藥華藥, 中裕 and 海昌生技, and lists the day's stocks that rose and fell as well as institutional net buying and selling activity.

Facts

  • Cash capital increase of 1.95 million shares
  • Indicative price of NT$50.88 per share
  • Cash capital increase of 5 million shares
  • Indicative price of NT$20–25 per share
  • Buyback of 300 lots of treasury shares
  • Price range: 49.00–106.00
  • 浩鼎 10%
  • 順藥 9.93%
  • 全福生技 9.87%
  • 高端疫苗 10%
  • 強生* 9.97%
  • 基亞 9.47%
  • 沛爾生醫*-創: 591 lots
  • 浩鼎: 539 lots
  • 藥華藥: 334 lots
  • 高端疫苗: 2,604 lots
  • 康霈*: 990 lots
  • 美時: 734 lots

Companies mentioned:藥華藥、FORUS Therapeutics、中裕、海昌生技、台糖、泰合生技、台康生技、騰勢、慧康生技*-KY、奈米醫材、慧智、浩鼎、順藥、全福生技、高端疫苗、強生*、基亞、沛爾生醫*-創、康霈*、美時

Taiwan | 公視新聞(4)

美FDA warns of optic neuropathy risk; Taiwan reports first suspected blindness case linked to weight-loss shot | 公視新聞 PNN

Published ・ Source Taiwan | 公視新聞

Original台灣出現首例疑似因施打「瘦瘦針」導致失明的通報個案,患者曾先生已提起藥害救濟申請。美國FDA發布警訊示警GLP類藥品可能引發視神經病變風險,台灣食藥署亦要求相關藥物仿單加註警語。

Facts

  • This year (2026)
  • After receiving injections for 4 months
  • A total of 314 adverse reaction reports
  • Since 2023

Companies mentioned:美FDA、公視新聞 PNN、榮總、陽明、中華民國糖尿病衛教學會、食藥署

Original陸客來台被要求簽「互不隸屬」 移民署:需補件時會要求 | 公視新聞 PNN

Published ・ Source Taiwan | 公視新聞

Original陸客來台申請入境許可時,因訂房單出現「中國台灣」字樣被要求簽署「互不隸屬」聲明。移民署表示若發現違反對等尊嚴可依法處理,並稱將精進用語;國台辦批評為政治操弄。統計顯示2026年1至9月有48萬多名中國客來台。

Facts

  • More than 480,000 Chinese visitors
  • About 8%
  • This year (2026)

Companies mentioned:Threads、公視新聞 PNN、移民署、國台辦、觀光署、世新大學、高雄餐旅大學

4 black-faced spoonbills released after recovering from injuries last year; 3 have returned to Taiwan to winter this year | 公視新聞 PNN

Published ・ Source Taiwan | 公視新聞

Of the 4 black-faced spoonbills released after recovering from injuries last year, 3 (W31, W32 and W33) have returned to Taiwan to winter this year. The number of black-faced spoonbills in Budai, Chiayi, reached 1,593 this year, about 450 more than the same period last year. Experts cited botulism, stray dogs and fishery-solar power installations as threats to the birds' survival, and urged the public to keep their distance when watching them.

Facts

  • 4 black-faced spoonbills
  • Flew more than 1,580 kilometers
  • The number of black-faced spoonbills has reached 1,593
  • About 450 more than the same period last year

Companies mentioned:公視新聞、PNN、台南野鳥學會、高雄野鳥學會、高雄市野鳥學會

Huang Le's repeated visits to Taiwan raise national security concerns; Liu Shih-fang: permit revoked, she cannot return | 公視新聞 PNN

Published ・ Source Taiwan | 公視新聞

Original輝達執行長黃仁勳之情人黃樂多次持香港護照來台引發國安疑慮,內政部長劉世芳表示已對其廢證,確保其無法再入境台灣;法務部調查局已啟動調查釐清相關情事。

Facts

  • For 2 consecutive trading days
  • Plunged 9.56%
  • Market value shrank by about US$430 billion
  • Equivalent to NT$14.2 trillion
  • At the U.S. government's recommendation in 2024
  • Between 2024 and 2025
  • Photographed at least 2 times
  • At least in December 2023

Companies mentioned:輝達、紐約時報

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