立凱電 signs MOU with North American company, begins pilot production certification for LFP cathode materials
Published ・ Source Taiwan | 中央社 CNA
立凱電 signed a memorandum of understanding with a North American company to cooperate on LFP cathode materials. The plan is to establish a joint venture in Taiwan and build a production line with annual capacity of 2.5萬 metric tons for pilot production and certification, with a U.S. plant planned for a later stage.
Facts
Plans to build a production line with annual capacity of 2.5萬 metric tons
The MOU takes effect for 1 year starting November 11
Net loss attributable to parent company of 3.21億元 in the first 3 quarters of this year
After-tax loss of 4.27 yuan per share
Shipments of 5萬 tons at capacity are the company’s operating break-even point
Taiwan stocks fluctuate by more than 500 points in early trading; 台積電 falls 40 yuan
Published ・ Source Taiwan | 中央社 CNA
Taiwan stocks fluctuated by more than 500 points in early trading, with the weighted index opening lower and then rising. 台積電 fell 40 yuan to 2355 yuan, while heavyweight stocks including 鴻海, 聯發科, 台達電 and 廣達 moved in mixed directions.
輝達 CEO Huang Jen-hsun embroiled in another affair with female executive; board to decide his fate at meeting on the 11th
Published ・ Source Taiwan | 中央社 CNA
輝達 CEO Huang Jen-hsun has again been embroiled in an affair with a female executive. The board is meeting today to decide his future and has already identified potential successors.
Russian ambassador to the U.S. Darchiev dies; Russian Foreign Ministry does not disclose specific cause of death
Published ・ Source Taiwan | 中央社 CNA
Russian Ambassador to the U.S. Darchiev died suddenly at age 66. The Russian Foreign Ministry confirmed his death but did not disclose the specific cause. 美國國務院 also confirmed that he died in Moscow.
Hegseth and party reprimanded by guard for taking photos and chatting in front of Tomb of the Unknown Soldier
Published ・ Source Taiwan | 中央社 CNA
U.S. Secretary of War Pete Hegseth and his team were taking photos and chatting in front of the Tomb of the Unknown Soldier after a Veterans Day ceremony when a guard reprimanded them and told them to remain quiet. A Pentagon spokesperson responded that Hegseth has always respected the sacrifices of service members.
Facts
(中央社 Washington, 11th, compiled from wire reports)
Taipei stocks opened down 76.69 points, with the Taiwan Stock Exchange Capitalization Weighted Stock Index at 44180.46 points and trading value of NT$200.1億元.
Report: 輝達 board plans to oust Huang Jen-hsun; timeline of affair allegations
Published ・ Source Taiwan | 中央社 CNA
輝達 (Nvidia) CEO Huang Jen-hsun faces the threat of being ousted by the board amid allegations of an affair and suspicions of Chinese espionage. The article outlines key events from 2023 to 2026, including a U.S. Department of Commerce investigation, the impact of Trump’s policies and the progress of an internal investigation.
Morning low of 13.4 degrees in Guanxi, Hsinchu; 吳德榮: Temperatures gradually rise, occasional rain in the east
Published ・ Source Taiwan | 中央社 CNA
The morning low in Guanxi, Hsinchu, was 13.4 degrees. Weather expert 吳德榮 said the northeast monsoon will weaken day by day and temperatures will rise. Cloud cover will increase from the 14th, with localized brief showers, while a front and cold air will affect the area from the 18th.
5 Taiwan works selected for Czech immersive arts festival, setting record for participation
Published ・ Source Taiwan | 中央社 CNA
The Czech immersive arts festival “ART VR Film Festival” opened in Prague, with 5 Taiwan-related works selected this year, the highest number since Taiwan began participating. Director 謝文毅 was invited to serve as a judge in the international competition, becoming the first Taiwanese creator to hold the role.
Democrat Ke Long stages upset to win Mississippi Senate seat, becoming first Black senator in more than 140 years
Published ・ Source Taiwan | 中央社 CNA
Democratic candidate Ke Long scored an upset victory in the Mississippi U.S. Senate election, becoming the state’s first Black U.S. senator in more than 140 years and defeating incumbent Republican Sen. Cindy Hyde-Smith, who was seeking re-election.
3-story building collapses in New York, killing at least 1 and injuring 12
Published ・ Source Taiwan | 中央社 CNA
A 3-story building in the Flatbush neighborhood of Brooklyn, New York City, collapsed, killing at least 1 person and injuring 12. The cause is under investigation.
Czech queer film festival presents Taiwan showcase for first time; director praises Taiwan’s diverse, welcoming environment
Published ・ Source Taiwan | 中央社 CNA
Czech Mezipatra酷兒影展 is presenting a “Taiwan Film Showcase” for the first time this year, screening 《愛作歹》 and 《三廳電影》. Its director praised Taiwan for being welcoming to the LGBTQ+ community.
Taiwan Fellowship Program: U.S. Rep. Bera says it will help U.S. officials better understand Taiwan
Published ・ Source Taiwan | 中央社 CNA
Taiwan and the United States signed a memorandum of understanding on the Taiwan Fellowship Program. U.S. Rep. Ami Bera, who promoted the legislation, said the initiative will give U.S. officials firsthand experience and strengthen partnerships in the Indo-Pacific.
Facts
Bera introduced the Taiwan Fellowship Act in 2021
Signed into law in December 2022 by then-President Joe Biden
The measure was included in the 2023 National Defense Authorization Act
紐約時報: Jensen Huang accused of having affair with subordinate; 輝達 insiders had discussed it for some time
Published ・ Source Taiwan | 中央社 CNA
紐約時報 cited several former 輝達 employees as saying that CEO Jensen Huang allegedly had an affair with subordinate Powell. 輝達’s board has launched an investigation.
Report says 輝達 may replace Jensen Huang; second alleged affair revealed, sending shares down 8% after hours
Published ・ Source Taiwan | 中央社 CNA
Reports that 輝達’s board will discuss replacing CEO Jensen Huang, along with revelations of a second alleged affair, sent 輝達 shares down about 8% after hours and wiped out more than $300 billion in market value.
Facts
Down about 8%
More than $300 billion wiped out
$4 trillion market capitalization
Companies mentioned：輝達、Nvidia、中央社、華爾街日報、The Wall Street Journal、紐約時報、The New York Times、路透社、法新社、Megaspeed、OpenAI、ChatGPT
6000 Italian schools receive threatening emails sent from Taiwan; representative office helps uncover the truth
Published ・ Source Taiwan | 中央社 CNA
More than 6000 public schools across Italy received bomb threats on the 11th sent from a domain belonging to Taiwan’s 大葉大學, prompting hundreds of schools to evacuate. Police found no real threat and suspect hackers hijacked email accounts. Taiwan’s representative office in Italy condemned the threats and said it was willing to work with Italian authorities to determine the facts.
Facts
More than six thousand public schools
Received bomb threats on the 11th
About 9:50 a.m.
Companies mentioned：中央社、晚郵報、Corriere della Sera、大葉大學
横向高原リゾート株式会社 was ordered into bankruptcy proceedings on Oct. 29, with liabilities of about ¥732 million. Its business was transferred to （株）新横向高原リゾート, and the ski resort is scheduled to open in December 2026.
シェアード・モビリティ・ネットワークス received an order to commence special liquidation from the Tokyo District Court on Oct. 21. The company operated “Shaero,” a sharing service for folding electric motorcycles, but dissolved amid a worsening business environment. The amount of its liabilities is currently under investigation.
花嫁わた株式会社 suspended operations as of Nov. 2 and entrusted an attorney with winding-up procedures. The company took over the business of 旧・花嫁わた（株）, but orders declined due to changes in demand and the entry of competitors, leading it to abandon continued operations. The amount of liabilities is currently under investigation.
ガイアファンディング株式会社 had a bankruptcy petition filed by a creditor on July 15 and received a bankruptcy commencement order on Oct. 14. Liabilities are about 6.04535 billion yen.
株式会社いちのや (formerly 株式会社本塁打) received a bankruptcy commencement order from the Tokyo District Court on Sept. 30. Operating "Nori-ben Ichinoya," it had reported annual sales of about 641 million yen and 28 stores, including directly operated and franchise locations, in the fiscal year ended May 2024, but its cash flow worsened due to the burden of store-opening funds, rising costs, and intensifying competition. It came under the umbrella of a rice wholesaler in September 2024, but sales fell to about 614 million yen in the fiscal year ended May 2025, and it had closed its Yasukuni-dori main store on July 31, 2026. Liabilities are currently under investigation.
Facts
It had reported annual sales of about 641 million yen in the fiscal year ended May 2024
Annual sales for the fiscal year ended May 2025 fell to about 614 million yen
It had opened 28 stores, including directly operated and franchise stores
On Sept. 30, it received a bankruptcy commencement order from the Tokyo District Court
It was established in May 2021 (Reiwa 3)
The creditor claim filing period runs until Oct. 28
It closed its flagship Yasukuni-dori main store on July 31, 2026
日本トイザらス株式会社 filed for application of the Civil Rehabilitation Act with the Tokyo District Court on Oct. 1 and received a rehabilitation proceedings commencement order on Oct. 6. Its liabilities total about 13.2 billion yen (about 1,100 creditors), making it the largest bankruptcy ever among toy retailers. The company has concluded a business transfer agreement with Pan Pacific International Holdings, which operates ドン・キホーテ, and Operation Shared Services, and will continue operating with DIP financing from 三菱UFJ銀行. The deadline for submitting the rehabilitation plan is Jan. 13, 2027.
Facts
日本トイザらス（株）(capital: 10 million yen
Liabilities are about 13.2 billion yen against about 1,100 creditors
In the fiscal year ended January 2007, it posted annual sales of about 194.364 billion yen
Annual sales for the fiscal year ended December 2025 (fiscal year-end changed) came to only about 75.211 billion yen
It had posted losses for 8 consecutive terms at the net income level
The filing attorneys are attorney 仁瓶善太郎 and 15 others
株式会社絆ホールディングス and 4 other companies were ordered by 大阪市 to return about 11 billion yen for fraudulent receipt of the employment transition support system additional payment, and had their designations revoked. In response, the petition to commence rehabilitation proceedings was dismissed by the Osaka District Court, and a preservation administration order was issued. Total liabilities of the 5 companies amount to about 28.9 billion yen.
On Oct. 1, 日本トイザらス株式会社 filed for application of the Civil Rehabilitation Act with the Tokyo District Court, with liabilities of about 13.2 billion yen, the largest toy retailer bankruptcy ever. The business will be transferred to Pan Pacific International Holdings and will continue operating through DIP financing from 三菱UFJ銀行.
Facts
Capital: 10 million yen
Annual sales of about 194.364 billion yen
Annual sales of about 75.211 billion yen
Losses for 8 consecutive terms
About 1,100 creditors
Liabilities are about 13.2 billion yen against about 1,100 creditors
株式会社メディトランセ received a bankruptcy commencement order from the Tokyo District Court on Sept. 9. The company had been engaged in medical specimen transport and PCR testing, but lost credibility after being ordered by 東京都 to return about 1.3 billion yen for fraudulent receipt of subsidies. The amount of liabilities is under investigation.
株式会社Hatch Out and its affiliate （株）八建設 received a bankruptcy commencement order from the Osaka District Court on Aug. 31. Total liabilities are about 10.89535 billion yen.
株式会社パークエンジニア and its affiliate （株）カーパークレント filed for voluntary bankruptcy with the Osaka District Court due to worsening cash flow and received a bankruptcy commencement order. Total liabilities are about 3.51794 billion yen.
株式会社FUTURO (formerly Xクリエーション) was petitioned into bankruptcy by a creditor amid worsening cash flow and trouble with business partners, and received a bankruptcy commencement order from the Tokyo District Court on Sept. 2. Its liabilities are currently under investigation.
宗教法人多田神社 filed for application of the Civil Rehabilitation Act with the Kobe District Court by Aug. 24 and received a supervision order. Its liabilities are currently under investigation.
株式会社六石ゴルフ倶楽部 filed for application of the Civil Rehabilitation Act with the Tokyo District Court on Sept. 1, citing liabilities of about 5.6 billion yen, and received a preservation order. It aims to rebuild with support from Resol Holdings.
3 companies, 株式会社オッドナンバー, （株）イグニス and パルス(株), filed for voluntary bankruptcy with the Tokyo District Court on Aug. 4 and received commencement orders on the 5th. Combined liabilities are about 29.7 billion yen, caused by the end of each company's main business and insolvency.
Facts
Capital of 1 million yen
Capital of 100 million yen
Capital of 1.05 million yen
On Aug. 4
On the 5th of the same month
Established in March 2022 (Reiwa 4)
From 2024, operated by the company
Developed and operated since 2023
In 2024, a smartphone game app likewise
As of the December 2024 fiscal period
Insolvency reached about 9.6 billion yen as of the December 2024 fiscal period
ヒプノシスマイク -Dream Rap Battle- ended service in September 2025
In April 2026, it announced that it had fallen into a situation where "healthy management capable of continuing the service is impossible," and
ended the service in June of the same year
Originalメタバース部門でも同年5月に
Founded in May 2010 (Heisei 22)
Reorganized as a corporation in February 2021 (Reiwa 3)
Established in November 2016 (Heisei 28)
To about 153 creditors
About 10.72767 billion yen
To about 65 creditors
About 5.02492 billion yen
To about 172 creditors
About 13.98606 billion yen
About 29.73865 billion yen in total for the 3 companies
カフカ株式会社 received a bankruptcy commencement order from the Nagoya District Court on July 21, posting a net loss and ceasing business with liabilities of about 6.045 billion yen owed to about 110 creditors.
菱秋木材株式会社 (Noshiro) received a bankruptcy commencement order from the Akita District Court on July 14. It ceased business by July 31, 2025, and its liabilities are about 2.98 billion yen.
Amid a shrinking publishing market and rising costs that hurt its performance, 株式会社文學の森 halted operations by May 1 and began preparing to file for bankruptcy. Its liabilities are approx. 200 million yen.
Showa Holdings, listed on the Tokyo Stock Exchange Standard market, received a preservation administration order from the Tokyo District Court following a corporate reorganization petition filed by ジェイトラスト・アジア・プライベート・リミテッド.
Facts
Capital of 5,651,394,423 yen
As of July 17
Annual sales of approx. 8.558 billion yen
Non-consolidated: approx. 387 million yen
Liabilities of approx. 2,244,075,000 yen as of the end of the fiscal year ended March 2026
アエラホーム株式会社 filed for civil rehabilitation with the Tokyo District Court on July 16. Its liabilities are approx. 6.16 billion yen. ロゴスホールディングス, listed on the Tokyo Stock Exchange Growth market, will serve as sponsor and seek business revival through an absorption-type split into its subsidiary LHD-1.
東日本流通株式会社 filed for civil rehabilitation with the Chiba District Court on July 9 and received a decision to commence rehabilitation proceedings on the 13th. Its liabilities are estimated at approx. 4 billion yen.
株式会社MAKE VALUE filed for civil rehabilitation with the Tokyo District Court on July 13 and is seeking to rebuild with liabilities of approx. 4,823,380,000 yen.
Can you apply for a Taiwan Compatriot Permit yourself? Avoid a wasted trip to the household registration office! In-person applications are available only in 3 regions; application channels, required documents and fees explained
Published ・ Source Taiwan | 風傳媒
This article explains how to apply for a Taiwan Compatriot Permit, noting that there are no official in-person application counters in Taiwan and applications must be handled through a travel agency. However, applicants can apply in person while in Hong Kong, Macao or mainland China. It also lists required documents, fees and processing times, as well as a fee waiver for first-time applicants from 2025 to 2027.
Facts
There are no official Taiwan Compatriot Permit counters in Taiwan where applicants can submit applications in person; they must use a travel agency.
China’s Taiwan Affairs Office announced that Taiwan residents applying for a Taiwan Compatriot Permit for the first time from July 1, 2025, to December 31, 2027, can have the document fee waived.
A standard Taiwan Compatriot Permit application takes about 7 to 9 business days to process, with an estimated fee of NT$1,500 to NT$1,700.
In Hong Kong and Macao, Taiwan Compatriot Permit applications must be submitted to a travel agency handling business for 中國旅行社 (中旅社) or to a local 中旅社.
Taiwan residents in mainland China who need to renew or replace a Taiwan Compatriot Permit should apply at the exit-entry administration office of a public security bureau at county level or above.
Graphic: 259 people in Taiwan died in serious workplace accidents! Industries with the highest death toll revealed; the leading cause of death is right underfoot
Published ・ Source Taiwan | 風傳媒
The Ministry of Labor reported 259 deaths in serious workplace accidents in 2025, with the construction industry topping the list. Data for 2026 show construction deaths rebounding, with subcontracted workers facing high risks. The government is strengthening inspections of contractor management.
Facts
Taiwan recorded 259 deaths in serious workplace accidents in 2025, including 113 in construction, the highest toll of any industry.
In 2025, 136 people died in workplace accidents involving falls or being struck by rolling objects, accounting for 52.5% of the total.
In the first 3 quarters of 2026, construction deaths rose to 102, with more than 7 tenths of the victims being subcontracted workers.
Article 17 of the Standards for Construction Safety and Health Facilities, amended and implemented in 2026, changed the order of fall-prevention measures, emphasizing that hazards should first be reduced through environmental design.
Nearly 9 tenths of fatal construction accidents in the first 3 quarters of 2026 occurred on private building projects; new factory and office construction projects caused 20 deaths.
The real margin in Taipei’s election? Scholar warns Chiang Wan-an cannot withstand the political tide by relying solely on “this card”; supporters are more worried than reassured
Published ・ Source Taiwan | 風傳媒
風傳媒 reported on issues in the local elections, citing scholars who warned that Chiang Wan-an would struggle to contend with the broader electoral trend if he relied on a single strategy. It also noted that his supporters were deeply worried about the election outcome.
Weather forecast: temperatures plunge to just 13 degrees! Cold air arrives and brings a sharp drop; heavy rain across Taiwan from “this day,” with the wettest, coldest period revealed
Published ・ Source Taiwan | 風傳媒
Weather expert Wu Der-rong said Taiwan’s weather will shift from warmer conditions to rain over the next few days, followed by a temperature drop as the northeasterly monsoon strengthens. The low in Guanxi, Hsinchu, was 13.4 degrees this morning. Rain chances will rise from Saturday, and another cold air mass is expected next Wednesday, potentially bringing temperatures down further.
Facts
The lowland temperature this morning was 13.4 degrees in Guanxi, Hsinchu.
From Saturday (the 14th), an eastward-moving cloud and rain system from southern China will raise the chance of rain across Taiwan.
The cold air mass is expected to persist for about 2 to 3 days from next Wednesday (the 18th).
Highs in southern Taiwan could reach 33 degrees today.
The lowland temperature this morning was 15.3 degrees in Xihu Township, Miaoli County.
Another passenger dumped on the Civic Boulevard Elevated Road; Cheap slams the Transport Ministry for “only trying to please taxi drivers and disregarding passenger safety”
Published ・ Source Taiwan | 風傳媒
YouTuber Cheap sharply criticized the Transport Ministry’s proposed taxi law amendments to allow “one vehicle to join multiple fleets,” saying it had failed to establish an effective system for removing drivers or a platform for sharing suspension records, seriously disregarding passenger safety. The criticism followed an incident in the early hours of Nov. 10, when a taxi passenger was left on Taipei’s Civic Boulevard Elevated Road. Police have cited the driver for refusing service and illegal parking.
Facts
In the early hours of Nov. 10, 3 passengers in Taipei reportedly were told by a taxi driver to get out on the Civic Boulevard Elevated Road and were left on the road shoulder.
Police cited the driver in connection with the incident for refusing service and illegal temporary parking.
YouTuber Cheap posted that the Transport Ministry’s proposed taxi law amendments did not address passenger safety, bluntly saying the ministry was only trying to please taxi drivers.
On Oct. 22, the Transport Ministry announced proposed amendments to the Regulations for the Approval of Taxi Passenger Transportation Service Operators, lifting the restriction that each vehicle may join only 1 dispatch operator.
The Transport Ministry plans to bring the new rule lifting the one-vehicle, one-fleet restriction into effect as early as late November to early December.
During questioning in the Legislative Yuan on Oct. 28, the Transport Ministry said the public sector would establish a platform to connect fleet databases and address the lack of information sharing on suspensions.
Cheap noted that a passenger was dumped on Taiwan’s Provincial Highway 64 earlier this year and then fatally run over by a vehicle behind, making 2 such incidents in a year.
Is Huang Le not the only mistress?! 《紐約時報》 reports another affair between Jensen Huang and a female vice president; Nvidia board discusses whether to replace him
Published ・ Source Taiwan | 風傳媒
《紐約時報》 reported an affair between 輝達 CEO Jensen Huang and Kimberly Powell, a vice president of health care, and said the board is assessing whether to replace him. Huang had previously acknowledged infidelity involving Huang Le, who has been accused of being a Chinese spy, leading to 輝達 losing $600 billion in market value and raising market concerns about the lack of a succession plan.
Facts
The 《紐約時報》 reported that Nvidia CEO Jensen Huang had an affair with Kimberly Powell, the company’s vice president of healthcare. Both are married.
Nvidia’s board is meeting to decide whether to replace Jensen Huang, after launching an independent investigation into the first affair scandal.
The scandal has wiped about $600 billion off Nvidia’s market value this week, and its shares fell about 8% in after-hours trading.
U.S. intelligence agencies have determined that Huang Le, who is connected to Jensen Huang, is a Chinese intelligence asset and helped deliver chips to Chinese companies.
On the ground at APEC Shenzhen》From Deng Xiaoping to Xi Jinping’s “New Era”: Why do some people still miss the era of reform and opening up in a cyberpunk city?
Published ・ Source Taiwan | 風傳媒
A reporter returns to Shenzhen to cover the APEC summit, observing the city’s technological transformation and security measures, comparing its development with the Xiong’an New Area, and exploring shifts in social sentiment and political narratives since the reform and opening-up era.
Facts
Shenzhen is hosting the 33rd APEC Economic Leaders’ Meeting and enforcing strict security measures.
美團 drones are making food deliveries in Shenzhen and building an operating network.
From Nov. 11 to 21, Shenzhen expanded low-altitude flight restrictions to cover the entire city.
A 73-year-old grandmother receives a monthly pension of 140,000 yen, yet doesn’t dare order even a large bowl of beef rice! The heartbreaking reason behind it
Published ・ Source Taiwan | 風傳媒
Tomoko, a 73-year-old Japanese woman, has lived with her daughter’s family for 5 years to help them through a difficult period. Her pension is not enough to cover the whole family’s expenses, and her savings could run out by the time she is 77, reflecting the inflation and family financial pressures facing retirees.
Facts
The 73-year-old Tomoko receives a monthly pension of 140,000 yen.
Tomoko has let her daughter’s family move back in with her for 5 years.
Tomoko’s household expenses have grown to nearly 1.5 times what they were when the family first moved in together.
At the current rate, Tomoko’s savings could run out before she turns 77.
Japan’s nationwide consumer price index rose 2.1% year over year in September 2026.
Japan’s Engel coefficient for households of 2 or more people was 28.6% in 2025.
For fiscal 2026, Japan’s National Pension will rise 1.9%, while the earnings-related portion of the Employees’ Pension will rise 2.0%.
Mississippi elects its first Black U.S. senator since the Civil War, as Democrats win a red state that Trump carried by nearly 23 percentage points in 2024.
Check your passbook now! The Bureau of Labor Insurance is sending out a “cash gift of up to NT$100,000 per person” today; unclaimed money will be forfeited. See the deposit dates for 18 benefits at a glance
Published ・ Source Taiwan | 風傳媒
Taiwan’s Bureau of Labor Insurance under the Ministry of Labor has announced the November deposit schedule for 18 benefits, including national pension, labor insurance and farmers’ allowances. The national pension childbirth benefit will rise to a maximum of NT$100,000 per child next year, while the farmers’ allowance is proposed to increase to NT$10,000 and could be paid before Lunar New Year.
Facts
A total of 18 allowances and pension payments will be deposited throughout November.
Starting Jan. 1, 2026, the national pension childbirth benefit will provide up to NT$100,000 per child.
The monthly farmers’ allowance is planned to increase from NT$8,110 to NT$10,000.
Eligible older farmers may receive a retroactive payment of NT$11,340.
Labor insurance pension payments will be deposited on Nov. 27.
This article introduces the 六 major hidden features of EasyCard, including mobile top-ups, purchasing commuter passes, automatic top-ups, registering a card to report it lost and get a refund, borrowing library books, and using it as an electronic invoice carrier. It aims to raise awareness of EasyCard’s multiple uses, particularly its digital applications through the Easy Wallet app.
Facts
SuperCard can be topped up by phone through the Easy Wallet app.
Each automatic top-up deducts at least NT$500.
Original記名掛失後3小時可返還餘額
Taipei Public Library has accepted EasyCard for library card registration since 2019.
Each person can link up to 20 EasyCards to an Easy Wallet account.
The maximum balance on a single EasyCard is NT$10,000.
Taiwan stocks update》Market opens up more than 100 points! AI supply chain leads the bulls
Published ・ Source Taiwan | 風傳媒
U.S. stocks surged after CoreWeave raised its forecast, driving a sharp rise in the Philadelphia Semiconductor Index. Taiwan stocks opened lower today before turning higher. Anthropic is reportedly planning an IPO at a valuation of up to $1.4 trillion, while OpenAI’s quarterly revenue topped $10 billion.
Facts
AI cloud provider CoreWeave reported better-than-expected third-quarter revenue and raised its full-year forecast, sending its shares up nearly 25%.
The Philadelphia Semiconductor Index rose 565.78 points, or 5.66%, to close at 10,564.11 points.
Taipei stocks opened down 76.69 points today (12th) at 44,180 points, then turned positive and rose more than 100 points.
AI startup Anthropic plans to launch its initial public offering (IPO) next week, at a valuation of up to $1.4 trillion.
OpenAI's quarterly revenue reached $10 billion.
The U.S. Consumer Price Index (CPI) rose 0.4% month over month in October, exceeding market expectations.
Taiwan index futures rose after fluctuating in overnight trading, gaining 470 points, or 1.06%, to close at 44,606 points.
2 national universities in Taiwan are set to merge! “Listed as soon as 2028”: New name, student arrangements and latest developments at a glance
Published ・ Source Taiwan | 風傳媒
There has been new progress in the proposed merger of 國立中山大學 and National University of Kaohsiung. A university-wide meeting at National University of Kaohsiung selected “National Kaohsiung Sun Yat-sen University” as the new name, and National Sun Yat-sen University sent a letter saying it respected the proposal. The 2 universities aim to submit their merger plan for review by the end of 2026, and could be formally established as soon as August 2028, becoming Taiwan’s 5th-largest national university.
Facts
A university affairs meeting at National University of Kaohsiung selected “National Kaohsiung Sun Yat-sen University” as the name for the merged institution.
國立中山大學 has sent a letter saying it respects the name proposed by National University of Kaohsiung.
The 2 universities plan to complete a draft merger plan and submit it to 教育部 for approval by the end of 2026.
After the merger, the university will become Taiwan's 5th-largest national university.
After the merger, all existing faculty and staff must be incorporated unconditionally, with their statutory compensation and benefits protected under current regulations.
Explainer》Figs are called “flowerless,” yet inside each one lies an entire garden of flowers! What exactly are we eating?
Published ・ Source Taiwan | 風傳媒
Drawing on research from the Ministry of Agriculture and universities, this article explains that although figs are called “flowerless,” they actually have a hidden syconium inside the receptacle. It clarifies that the edible part is the fleshy receptacle, while the true fruits are the achenes inside, and explains that common varieties in Taiwan can ripen without pollination by fig wasps, debunking online rumors.
Facts
The fig's scientific name is Ficus carica. It belongs to the genus Ficus in the mulberry family, and its most distinctive feature is a special structure called a “syconium.”
The fig's flowers grow inside an enlarged, hollow receptacle, forming a pouch-like space with many tiny flowers growing densely along its inner wall.
The edible parts of a fig mainly include the fleshy receptacle and the floral tissues within it.
The fig's pistils are threadlike and, after pollination, can form many tiny “achenes,” which are the individual fruits in botanical terms.
Most commonly cultivated figs in Taiwan are of the “common type,” which can develop and ripen without pollination, a process known as “parthenocarpy.”
Based on their floral characteristics and pollination requirements, figs can be divided into types such as Caprifig, Smyrna, San Pedro and Common.
For fig types that require insect pollination, the “ostiole” at the end of the receptacle farthest from the stem is an important passage through which pollinating fig wasps enter the inflorescence.
Jensen Huang's 2nd affair revealed! NYT names her as the other woman; foreign media report 輝達's board is preparing to replace its CEO
Published ・ Source Taiwan | 風傳媒
The New York Times reported that 輝達 CEO Jensen Huang had an affair with its vice president of healthcare, Powell. The Wall Street Journal later reported that the board was considering replacing the CEO, sending 輝達 shares down more than 7% after hours and raising concerns about leadership-transition risks in the AI industry.
Facts
輝達 shares fell more than 7% at one point in after-hours trading after the news broke.
Jensen Huang had previously admitted to having an affair with Huang Le, who once worked at Megaspeed.
輝達's board has launched an investigation to determine whether Jensen Huang was targeted by a foreign intelligence agency.
【The Journalist】Bento prices have climbed to NT$140, yet inflation is only 2%: What explains the gap between official figures and what people feel?
Published ・ Source Taiwan | 風傳媒
Experts say the gap between official CPI data and people's experience of inflation stems from continued, sticky increases in dining-out prices, as well as sampling methods that do not adequately reflect everyday consumer spending. As a result, people feel far more price pressure than official figures suggest.
Facts
The Directorate General of Budget, Accounting and Statistics' latest figures show that the consumer price index (CPI) rose 2.33% year over year in October.
Lee Tung-hao, a professor in National Chengchi University's Department of Money and Banking, observes that a chicken-leg bento now costs about NT$130 to NT$140.
Dining-out prices rose 3.01% year over year in October, exceeding 3% for 5 consecutive months.
Egg prices rose 9.38% in October, while salad and cooking oil prices increased 5.34%.
The import price index, measured in New Taiwan dollars, rose 33.32% year over year.
The producer price index (PPI) rose 19.66% year over year.
輝達 shares plunge 10% after hours! Jensen Huang reportedly had another affair and could be forced out by the board
Published ・ Source Taiwan | 風傳媒
輝達 CEO Jensen Huang is facing a board review over 2 alleged affairs, and the company's shares plunged 10% after hours. The company faces a governance crisis due to its heavy reliance on one leader and lack of a succession plan, with investors watching its earnings report on Nov. 17 and the fallout.
Facts
輝達 shares plunged nearly 10% at one point in after-hours trading after CEO Jensen Huang was accused of having an affair and becoming embroiled in espionage suspicions. The board is considering whether to replace him.
The 2 women linked to Jensen Huang's alleged affairs are Huang Le, a senior executive at Singaporean data company Megaspeed, and Kimberly Powell, 輝達's vice president of healthcare.
Jensen Huang has sent a letter to employees admitting that he was unfaithful to his wife and apologizing for betraying her trust, but another relationship with a senior 輝達 executive has also come to light.
輝達's proxy statement warns investors that the company relies heavily on a long-serving team of senior executives and that failure to ensure effective succession planning could hinder its long-term development.
輝達 is scheduled to release its latest quarterly earnings on Nov. 17. It had previously forecast revenue growth of 70% this year, but must now also assess the risk of a CEO transition.
Can a daughter transfer NT$5 million into her own account when her 80-year-old mother has dementia? Tax authorities explain the key tax issue
Published ・ Source Taiwan | 風傳媒
The article examines gift-tax disputes over transferring savings from an elderly parent with dementia to a child, stressing that legal authorization and proof of the flow of funds are necessary or the transfer may be taxed.
Facts
In 2026, the annual gift-tax exemption is NT$2.44 million per donor.
If the mother treats NT$5 million as a valid gift and there are no other deductions, the gift tax at a 10% rate would be NT$256,000.
Gift tax is generally paid by the donor, not the person who receives the money.
In principle, an agency relationship ends when either party loses legal capacity.
A person placed under guardianship lacks legal capacity, and their property must be managed under the guardianship system.
An adult guardian may not acquire property belonging to the person under guardianship.
Behind the scenes》DPP strives to turn Taichung around, relying on “Fu Kun-chi” and a leading woman
Published ・ Source Taiwan | 風傳媒
As a swing city, Taichung is crucial to the DPP in the 2026 local elections. The party sees the mayoral race as a campaign to reclaim lost ground, aiming to end the KMT's 8 years in power and shore up its position for the 2028 election.
Facts
Taichung has strategic importance for the DPP that it cannot afford to relinquish.
The DPP has framed this mayoral race as a “campaign to reclaim lost ground” after the 2024 election.
The polling gap between DPP candidate Ho Hsin-chun and KMT candidate Chiang Chi-chen has narrowed significantly.
The DPP's internal assessment points to unprecedented unity in the pan-green camp and a strategy of taking the initiative.
A mysterious ace is expected to step in behind the scenes at the last minute to bolster the DPP.
【The Journalist】Free school lunches, but worse food? Caterers carve up territory, leaving schools with no choice: 3 major problems come to light
Published ・ Source Taiwan | 風傳媒
During the local elections, mayoral candidates across counties and cities competed to propose free school lunch platforms to win voter support. But places that have implemented the policy have seen meal quality deteriorate, schools lose their right to choose, and standards vary from one school to another, prompting parental dissatisfaction and public concern.
Facts
Free school lunches have been a popular platform promoted by mayoral candidates across counties and cities in this year's local elections.
After the free school lunch policy took effect, concerns emerged over declining meal quality, reduced school choice and wide disparities in menus among schools.
Some parents complain that their children used to be able to choose among different catering companies, but now only one vendor bids to serve the school.
One private-school student described the free lunch as “like food scraps.”
The free school lunch policy aims to do everything from easing the burden on parents to achieving equal access to education.
Behind the scenes》Are the KMT's prospects in Taoyuan and Taichung secure? Chiang Wan-an is not the only one worried; the “ocean current” has Chang San-cheng and Chiang Chi-chen on edge too
Published ・ Source Taiwan | 風傳媒
During the 2026 local elections, the “ocean current” effect stirred up by the DPP in Taipei spread to Taoyuan and Taichung, shaking the KMT's traditional strongholds and posing a serious challenge to candidates such as Chiang Wan-an and Chang San-cheng.
Facts
The 2026 local elections have entered their final stretch, with the DPP generating an “ocean current” effect in Taipei.
DPP supporters hope their candidate, Puma Shen, can win Taipei City.
The spillover effect of the “ocean current” has unsettled the KMT's mayoral races in Taichung and Taoyuan, which it had considered secure.
Some in the KMT had long dismissed the “ocean current” as “fake” and only later began taking it seriously.
It warned about Jensen Huang's relationship with Huang Le half a year ago and shorted 輝達 stock: A look at what kind of organization Culper Research is
Published ・ Source Taiwan | 風傳媒
U.S. short seller Culper Research questioned whether 輝達 CEO Jensen Huang had close ties to Singaporean company Megaspeed and Chinese national Huang Le, alleging involvement in evading chip export controls. Huang recently admitted to being unfaithful, and 輝達's board has launched an independent investigation to address national security concerns.
Facts
U.S. short-selling research firm Culper Research published a report in May 2026 titled “輝達: The China Problem.”
The report questioned whether 輝達 CEO Jensen Huang had close ties to Singaporean chip buyer Megaspeed, where Chinese national Huang Le works, describing their interactions as “almost unsettling.”
The report alleges that Megaspeed may have received funding from 阿里巴巴 through shell companies, and questions whether Chinese companies are using third-party buyers in Southeast Asia to obtain advanced AI chips from 輝達 that the United States restricts for export.
Citing Megaspeed employees, the report says Jensen Huang visits the data center every few months and is accompanied by 阿里巴巴 representatives “every time.”
Jensen Huang publicly admitted for the first time last weekend that he had been unfaithful to his wife, saying he was “deeply sorry” for his actions.
輝達's board has launched an independent investigation into the incident, assigning responsibility to a special committee of independent directors and hiring outside independent legal counsel to assist.
The report says Jensen Huang and Huang Le were seen together in June 2024 and May 2025.
Companies mentioned：輝達、Nvidia、Megaspeed、阿里巴巴、Alibaba、Culper Research
Graphic》Black-faced spoonbills winter in Taiwan every year—but where do they fly from? Their 1,000-kilometer migration route revealed
Published ・ Source Taiwan | 風傳媒
This article examines the migration routes and distances traveled by black-faced spoonbills that fly each year from the Korean Peninsula and waters off China's Liaoning Province to winter in Taiwan. Satellite tracking shows they migrate south about 1,700 kilometers, while their northbound return journeys often cross the sea from Changhua. A 2026 survey found that Taiwan hosts 61% of the global population, highlighting the conservation value of wetlands along the southwest coast.
Facts
Black-faced spoonbills breed off the western coast of the Korean Peninsula and on islands off China's Liaoning Province.
Satellite tracking records show that black-faced spoonbills travel about 1,700 kilometers from South Korea to Tainan on their southward migration.
During their spring migration north, the highest proportion of black-faced spoonbills use Changhua as their departure point for crossing the sea, accounting for 31%.
A 2026 global synchronized survey recorded 4,719 black-faced spoonbills in Taiwan, about 61% of the global population.
Tainan has the largest number of black-faced spoonbills in Taiwan, with 2,034 recorded.
Commentary: A playbook for “election interference through the judiciary”—the prosecution's charge of “intent to prevent another person from being elected”
Published ・ Source Taiwan | 風傳媒
This article criticizes prosecutors and investigators for investigating and searching the premises of multiple candidates during local elections, arguing that their actions amount to “election interference through the judiciary.” It highlights the cases of 吳子嘉, 周曉芸, 佀廣洋 and 徐立信, questions whether law enforcement is applying double standards, and calls on prosecutors and investigators to strengthen procedural justice.
Facts
Prosecutors and investigators searched the office and home of 《美麗島電子報》 chairman 吳子嘉 and seized his cellphone, citing “intent to prevent another person from being elected” as the basis for the case.
The search of 吳子嘉 followed his accusation that campaign flyers alleging a Democratic Progressive Party candidate had engaged in land speculation were distributed by non-Taiwanese people (migrant workers).
Prosecutors and investigators searched 民眾黨 Taoyuan City Councilor 周曉芸's premises in 十八 locations over suspected violations of the 《反滲透法》 and ordered her released on bail of 五十萬元.
The suspected 《反滲透法》 violation involving 周曉芸 stems from a Lions Club group trip to mainland China last September.
Independent Taoyuan City Council candidate 佀廣洋 was accused of vote-buying. The matters uncovered by prosecutors and investigators included sponsoring raffle prizes at a Mid-Autumn Festival event, toast, campaign flyers printed on rice vermicelli, and assistance in seeking garbage container trucks.
Taipei City Council candidate 徐立信 made “senior citizen shopping vouchers” with a face value of 二百元 and distributed 九百 copies, drawing the attention of prosecutors and investigators over whether the move constituted vote-buying.
徐立信 distributed the senior citizen shopping vouchers in 三 and 四月 this year, well before the legally defined election period.
Hackers use AI to automate attacks; 東捷資訊 proposes these solutions
Published ・ Source Taiwan | 鉅亨網
東捷資訊 Chairman 高尚偉 said the company will promote zero-trust and AI cybersecurity solutions and deepen the use of MES AI Agent to address cybersecurity risks arising from the widespread adoption of AI. Third-quarter revenue rose 4.1% year over year, while revenue for the first three quarters increased 3.6%. The company plans to drive growth through a two-pronged approach of expanding its customer base.
Facts
東捷資訊 reported consolidated third-quarter revenue of about NT$346 million, up about 4.1% year over year.
東捷資訊's cumulative revenue for the first three quarters totaled NT$1.058 billion, up 3.6% year over year.
東捷資訊 Chairman 高尚偉 said the company will continue promoting zero-trust and AI cybersecurity, SOC cybersecurity services, and SAP Cloud ERP.
東捷資訊's internally developed MES AI Agent has been deployed at large manufacturing plants.
東捷資訊 will pursue growth through a two-pronged approach of expanding existing customer accounts and developing non-SAP customers.
Where is Jensen Huang's alleged mistress? Bloomberg: Huang Le is now in Beijing
Published ・ Source Taiwan | 鉅亨網
Bloomberg reported that Huang Le, a central figure in the scandal involving 輝達 CEO Jensen Huang, is now living in Beijing. People familiar with the matter said she resides there with the knowledge of security officials, but her specific itinerary and activities are unknown.
Facts
People familiar with the matter say Huang Le has returned to China.
Huang Le lives in Beijing with the knowledge of security officials.
Huang Le is the founder of Megaspeed International.
Huang Le is suspected of being a Chinese spy.
Jensen Huang has admitted to having an extramarital affair.
Companies mentioned：輝達、Nvidia、Megaspeed International
Turning compute orders into revenue is key! Sixth Street CEO warns: about $200 billion in chips sitting idle as AI infrastructure financing risks rise
Published ・ Source Taiwan | 鉅亨網
Sixth Street CEO Waxman warned of risks to AI infrastructure financing, saying that $200 billion worth of chips are sitting idle. The market has entered the trough of disillusionment, investors are focused on cash flow and debt repayment capacity, and banks have begun selling related loans.
Facts
艾倫・沃克斯曼, CEO of Sixth Street Partners, said chips worth about $200 billion are sitting idle because data centers have not been completed.
高盛 described the current phase of AI investment as the “trough of disillusionment.”
Original荷蘭國際集團(ING)計畫出售約5億美元資料中心貸款。
輝達 (NVDA-US) AI chips have a fixed daily cost of $48.
As of early November, five hyperscale cloud providers had issued about $296 billion in bonds so far this year.
CoreWeave's credit default swap (CDS) spread narrowed to 1,041.4 basis points on the 27th.
Sixth Street has more than $140 billion in assets under management.
Companies mentioned：Sixth Street Partners、Sixth Street、CoreWeave、Nebius、輝達、荷蘭國際集團、ING、高盛、摩根大通
Taiwan stocks open: 台積電 falls more than 1% as market fluctuates around flat; 聯發科 leads gains in ASIC and optical communications stocks
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened at 44180.46 points early today (12), down 76.69 points, affected by foreign investors and U.S. stocks. 台積電 fell more than 1%, but 聯發科 and 台達電 rose against the trend, lifting ASIC, optical communications and memory stocks. The index fluctuated around flat and held above the key 44000-point level.
Facts
Taiwan stocks opened at 44180.46 points early today (12), down 76.69 points.
台積電 (2330-TW) extended its early losses to about 1.15%.
聯發科 (2454-TW) rose about 2.32% early in the session.
ASIC concept stock 創意 (3443-TW) led gains, rising about 5%.
Optical communications stock 聯亞 (3081-TW) rose about 3.50%.
Iran warns: If the United States strikes again, U.S. military bases in Europe will become targets
Published ・ Source Taiwan | 鉅亨網
Rezaei, secretary of Iran's Supreme National Security Council, warned that if the United States launches another military strike against Iran, Iran will expand its targets to include U.S. bases and NATO facilities in Europe. The statement signals that the potential conflict could expand beyond the Middle East into Europe.
Facts
Rezaei, secretary of Iran's Supreme National Security Council, warned that if the United States attacks again, Iran will strike U.S. military bases in Europe.
Iranian media listed locations of U.S. and NATO military facilities that could become potential targets.
The Center for Strategic and International Studies says Iran's main ballistic missiles have a range of about 2,000 kilometers.
Iran's Supreme Leader Mojtaba Khamenei ordered the armed forces to prepare for retaliation without geographic limits.
Iran's military said in a statement that the next war could spread beyond West Asia.
In the current war, which broke out on February 28, Iran has attacked multiple U.S. military bases in the Middle East.
〈Stock spotlight〉敬鵬's EPS for the first 3 quarters reaches NT$2.42, surpassing last year's full-year figure; shares hit limit-up to reach their highest since July
Published ・ Source Taiwan | 鉅亨網
敬鵬 benefited from new orders for industrial control boards and a recovery in automotive board demand. Its EPS for the first 3 quarters of 2026 reached NT$2.42, surpassing its full-year figure for last year, and its shares hit limit-up to reach a July high. Analysts are optimistic that capacity from its new Thailand plant will contribute to results and expect operations to remain strong next year.
Facts
敬鵬's after-tax net profit for the first 3 quarters of 2026 reached NT$960 million, surpassing its full-year profit for 2025.
敬鵬's gross margin surged to 20.51% in the third quarter of 2026.
敬鵬's revenue from January to September 2026 totaled NT$13.109 billion.
Germany to Stop Using Chinese-Made Drones for Training
Published ・ Source Taiwan | 鉅亨網
Germany announced it would stop using Chinese-made drones for military training and switch to European-made models to enhance security and autonomy, reflecting the risks of supply-chain dependence on China.
Facts
Germany's Bundeswehr will stop using Chinese-made drones for training and switch to models made in Germany or other European countries.
The German military fears Chinese-made drones could transmit exercise data, images of military bases and training grounds, and information about German weapons systems to Chinese intelligence agencies.
China has an advantage in assembling complete drones and producing components such as cameras, sensors, batteries and communications systems.
In recent years, less than three-tenths of the military drones used by EU member states were produced by EU member states.
Even if the EU increases the share of procurement sourced within the bloc, reliance on Chinese suppliers for key raw materials and components remains a risk.
Another Cheating Scandal! Huang Renxun Gives NYT Reporter a One-Line Response, Then Hangs Up
Published ・ Source Taiwan | 鉅亨網
《紐約時報》 revealed an extramarital affair between 輝達 CEO Huang Renxun and Kimberly Powell, vice president of its healthcare business, and recounted how he hung up after refusing to answer a reporter's questions. The incident has drawn global attention and sparked discussion within 輝達.
Facts
《紐約時報》 reported that Huang Renxun had an extramarital affair with Kimberly Powell, a vice president of 輝達's healthcare business.
In March this year, Huang Renxun and Powell were photographed sharing an intimate moment at a hotel in San Jose, California.
When asked by a 《紐約時報》 reporter about his relationship with Powell, Huang Renxun said it should not be discussed directly and hung up.
Kimberly Powell was appointed vice president of healthcare at 輝達 in late 2017.
Huang Renxun's relationship with Powell has become a topic of discussion within 輝達.
輝達 Plunges 10% After Hours! Huang Renxun's Cheating Scandal Sparks Fears of Ouster; Japanese and South Korean Chip Stocks Diverge, SK海力士 Rebounds After Narrowly Escaping Losses, 揖斐電 Falls Nearly 8%
Published ・ Source Taiwan | 鉅亨網
A new extramarital affair scandal involving 輝達 CEO Huang Renxun sent the stock plunging nearly 10% after hours, as the board reportedly weighs removing him and searches for a successor. Asian supply-chain stocks diverged, with 揖斐電 and 愛德萬測試 tumbling while SK海力士 turned higher.
Facts
輝達 CEO Huang Renxun has again been accused of having an affair with Kimberly Powell, a vice president of its healthcare business.
輝達 shares plunged nearly 10% after hours.
輝達's board has teamed up with an outside firm to search for potential successors to Huang Renxun.
揖斐電 shares fell as much as 7.8%, while 愛德萬測試 dropped 5%.
揖斐電 derives 29% of its revenue from 輝達.
SK海力士 turned higher after erasing an early 1.8% decline.
微軟 Lobbies! Concerns Over “Optical Ban” Ease, Giving AI Infrastructure Supply Chain Room to Breathe; Could A-Shares Rally Again?
Published ・ Source Taiwan | 鉅亨網
微軟 is lobbying the U.S. government to ease the ban on Chinese optical modules to keep AI infrastructure projects on schedule, lifting A-share optical communications stocks. The market sees 3550-3600 points as a policy floor and expects the broader market to stabilize.
Facts
微軟 is actively lobbying the U.S. government to stop moving ahead with an import ban on new Chinese optical modules.
China accounts for about two-thirds of the global optical transceiver market.
China's ChiNext and STAR Market indexes have suffered a maximum cumulative decline approaching 50%.
The 3600-point level is now seen as a strong support level and policy floor for the A-share market.
The 3550-to-3600-point range has essentially been established as the policy and valuation floor.
Boosted by positive news, heavyweight stocks including “易中天” rebounded strongly.
AI infrastructure depends heavily on key optical communications components.
輝達 CEO Huang Renxun faces the threat of being ousted by the board amid an extramarital affair scandal involving alleged Chinese espionage and a senior executive, sending shares down more than 7% after hours. In a rare downgrade on Wall Street, Baird cut its price target from $500 to $200, while 摩根士丹利 removed the stock from its top picks list.
Facts
輝達's board is preparing to replace CEO Huang Renxun, with the trigger being 2 extramarital affairs, one of which reportedly involved a suspected Chinese spy.
紐約時報 reported that Huang Renxun also had an extramarital affair with a senior executive who reported directly to him.
輝達 shares plunged more than 7% after Wednesday's close.
Baird downgraded 輝達 to “Neutral” and slashed its price target from $500 to $200.
西北工業大學 bought 2 輝達 H200 artificial intelligence chips through a Chinese supplier in October for a total of about $123,000.
摩根士丹利 removed 輝達 from its top picks list but maintained an “Overweight” rating.
Bloomberg: 輝達 Board Preparing to Replace Huang Renxun, Outsourcing Search for New CEO; Shares Plunge More Than 7% After Hours
Published ・ Source Taiwan | 鉅亨網
Bloomberg reported that 輝達's board is considering replacing CEO Huang Renxun over an extramarital affair scandal and a foreign intelligence investigation. The news sent 輝達 shares plunging more than 7% after hours and fueled market concerns about the stability of the AI supply chain.
Facts
輝達's board is preparing to replace CEO Huang Renxun and outsource the search for a new CEO.
輝達 shares plunged more than 7% after hours.
Huang Renxun admitted to being unfaithful to his wife and apologized to employees.
輝達's board has retained independent lawyers to investigate whether Huang Renxun was targeted by foreign intelligence.
輝達 CFO Colette Kress is seen as the most natural choice for acting CEO.
Revenue Flash — October Revenue of Major Taiwan-listed Companies, November 12, 2026 (192 Companies Added)
Published ・ Source Taiwan | 鉅亨網
This article compiles October revenue data for 230 major Taiwan-listed companies with capital of more than NT$5 billion, as of 07:55 on November 12, 2026. It lists the top 3 and top 5 rankings for year-over-year and month-over-month growth rates, and summarizes the distribution of year-over-year growth, showing that revenue is rising at most large companies.
Facts
As of 07:55 on November 12, 2026, a total of 230 large companies with capital of at least NT$5 billion had reported October revenue.
潤隆's October monthly revenue was NT$996 million, up 41625.8% year over year, the highest growth rate among the companies reporting this round.
櫻花建's October revenue was 2.288 billion, up 1,314.1% month over month, the largest monthly increase among the companies reporting this time.
Of the 230 companies that have reported, 99 posted year-over-year revenue growth of more than 25%, while 18 saw declines of more than 20%.
台汽電's October revenue was 5.284 billion, up 586.7% year over year, ranking fourth in year-over-year growth.
南亞科's October revenue was 46.476 billion, up 487.7% year over year, ranking fifth in year-over-year growth.
輝達 plunges 9% after hours as U.S. stock futures fall! Board reportedly preparing to replace Jensen Huang amid 2 extramarital affair scandals that shake corporate governance
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang faces the threat of being replaced by the board amid an extramarital affair scandal, sending the stock down 9% after hours. Analysts warn that a new leader would face a difficult operational cleanup, while the upcoming earnings report will pose another major test of corporate governance.
Facts
輝達 shares plunged 9% after hours Wednesday (11), dragging down the rebound in U.S. technology stocks as U.S. stock futures fell.
Jensen Huang admitted over the weekend that he had an extramarital affair with Alice Huang, a woman suspected of spying for China who served as a director of Singapore data center company Megaspeed.
輝達 is scheduled to release its earnings after the market closes next Tuesday (Nov. 17).
Jonestrading chief market strategist Michael O’Rourke said Jensen Huang has forecast revenue growth of 70% this year, and a successor could be busy addressing issues stemming from supplier financing and an aggressive business strategy.
Risks lurk behind Anthropic's surging revenue! Income can be withdrawn at any time, while computing costs are locked in for 20 years
Published ・ Source Taiwan | 鉅亨網
A report by 浙商證券 reveals that although Anthropic's revenue surged 1,206%, it faces structural risks from highly flexible revenue and computing costs locked in for 20 years. Its RPO covers only 5.1 months of revenue, and it has taken on commitments of nearly US$900 billion.
Facts
Anthropic's revenue totaled US$33.242 billion in the first 3 quarters of this year, up about 1,206% over 9 months year over year.
Anthropic has taken on procurement and lease commitments of as much as US$895.4 billion, with some contracts extending through 2045.
Anthropic's remaining performance obligations (RPO) cover only about 5.1 months of annualized revenue.
Anthropic's computing and infrastructure costs reached US$18.808 billion in the first 3 quarters, accounting for 56.6% of revenue.
The 4 major contracts with 博通, Google, 亞馬遜 and 微軟 are worth about US$430.6 billion, accounting for about 66% of the related nominal commitments.
Anthropic's operating margin turned negative in the third quarter, falling to -3.3%.
Anthropic plans to list on the Nasdaq in mid-November.
《巴隆》: Multiple extramarital affairs revealed; Jensen Huang now faces a collapse of “credibility”
Published ・ Source Taiwan | 鉅亨網
Jensen Huang's credibility has collapsed amid controversies over extramarital affairs and a former employee's alleged espionage. 《巴隆》 says his influence is now in question; Baird has halved its price target, and the board is evaluating whether to replace him.
Facts
《紐約時報》 reported that Jensen Huang allegedly had an affair with Powell, a vice president of the healthcare business who reported directly to him.
Baird analyst Tristan Gerra downgraded 輝達 to “Neutral” and slashed the price target 60%, from US$500 to US$200.
Original輝達週一、週二兩個交易日市值合計蒸發約 4,300 億美元。
Technology analyst Dan Ives estimates that 輝達 shares could fall 25% to 30% if Jensen Huang is replaced.
《華爾街日報》 cited people familiar with the matter as reporting that 輝達's board is preparing to replace Jensen Huang and could meet as soon as that day to discuss his future.
U.S. intelligence officials suspect that former 輝達 employee Alice Huang gathered intelligence for Beijing, and 輝達's board has launched an independent investigation.
Jefferies initiates coverage of 康寧 with a Buy rating and a US$134 price target: key beneficiary of AI-driven fiber-optic shortage
Published ・ Source Taiwan | 鉅亨網
Jefferies initiated coverage of 康寧 with a Buy rating and a US$134 price target, citing its benefit from an AI-driven fiber-optic shortage. 康寧 has signed long-term contracts with major telecom and cloud providers, and its optical communications revenue is growing strongly. Revenue is expected to double by 2030.
Facts
Jefferies initiated coverage of 康寧 with a “Buy” rating and a US$134 price target.
康寧's optical communications segment revenue rose 44% year over year to US$2.38 billion in the third quarter.
康寧 signed multibillion-dollar long-term contracts with Verizon and AT&T.
康寧 expects to double annualized revenue from US$20 billion to US$40 billion by the end of 2030.
AI computing capacity remains in short supply! Cohere CEO: We compete for computing capacity every day
Published ・ Source Taiwan | 鉅亨網
Cohere CEO Gomez said AI computing capacity is in short supply and the company has to compete for computing resources every day. Cohere relies on 微軟 and CoreWeave, has just completed a US$5 billion fundraising round at a valuation of more than US$20 billion, and says securing enough computing capacity is its current priority.
Facts
Cohere does not build its own data centers and relies on 微軟 Azure and CoreWeave for computing capacity.
Cohere recently completed a fundraising round of up to US$5 billion at a valuation of more than US$20 billion.
CoreWeave's revenue for the quarter ended September reached US$3.66 billion, exceeding expectations.
Cohere helps countries seeking to develop sovereign AI build related capabilities.
Companies mentioned：Cohere、輝達、微軟、CoreWeave、軟銀集團、Schwarz Group
Hot U.S. inflation data and hawkish Federal Reserve remarks stoked rate-hike concerns, pushing spot gold below US$4,000. Bets on a 2-step rate hike in December increased, while a stronger dollar weighed on gold prices; central bank buying provided support.
Facts
Spot gold closed below the US$4,000 mark at US$3,986.79 per ounce.
The U.S. Consumer Price Index (CPI) rose 0.4% month over month in October, above economists' estimate of 0.3%.
Market bets on the Fed raising rates by 2 notches (50 basis points) in December rose to 12.9%.
Fed Governor Waller said that if core inflation rose 0.3% month over month in October, he would consider supporting a 2-notch rate hike.
Spot silver rose 0.7% to US$51.88 per ounce.
Spot palladium rose 1.8% to US$1,043 per ounce, reaching its highest level since October 22.
The U.S. dollar index climbed to its highest level since April 2025.
國研院 holds a technology-sharing event on multimodal sovereign AI models and presents highlights from TAIWAN AI RAP, building a Taiwan AI innovation ecosystem from R&D to industry
Published ・ Source Taiwan | 國家實驗研究院
國研院國網中心 held an event titled "From R&D to Industry: Building a Taiwan AI Innovation Ecosystem Together," joining forces with Academia Sinica and industry, academic and research partners to share multimodal sovereign AI model technology and results from the TAIWAN AI RAP platform, advancing the real-world application of homegrown AI technology.
國研院 holds the "2026 Anti-Seismic Cup—International Earthquake Engineering Model-Making Competition"; Yangtze Senior High School in Yunlin County, National Taiwan University and 菲律賓德拉薩爾大學 take top honors
Published ・ Source Taiwan | 國家實驗研究院
國研院國震中心 held the "2026 Anti-Seismic Cup" international competition in Taipei, attracting 94 teams. Yangtze Senior High School in Yunlin County, 國立臺灣大學 and 菲律賓德拉薩爾大學 won first place in the high school, university and graduate student divisions, respectively.
國研院 x 國資圖 launch science exhibition: A chip's journey from birth—entering the semiconductor magic academy
Published ・ Source Taiwan | 國家實驗研究院
Taiwan Semiconductor Research Institute of 國研院 and 國立公共資訊圖書館 are collaborating to present the science exhibition “A chip's journey from birth: Entering the semiconductor magic academy” at the main library of 國資圖 starting November 3, 2026. The exhibition introduces the chip manufacturing process through cleanroom suit experiences and illustrated explanations.