Foreign Objects Found in Guoguang High School Lunches; Kaohsiung Health Bureau Fines Caterer NT$480,000 and Orders Suspension
Published ・ Source Taiwan | 中央社 CNA
Foreign objects have repeatedly been found in the school lunches at 國立中山大學附屬國光高級中學. An inspection by the Kaohsiung City Health Bureau found multiple violations by the catering provider, 耕域食品公司. In addition to imposing a NT$480,000 fine, the bureau ordered the company to suspend meal services starting immediately until it makes improvements and passes a review.
Pulitzer Prize-Winning Work Transformed into Dance; “Become Ocean” Reflects on Humanity’s Relationship with Nature
Published ・ Source Taiwan | 中央社 CNA
“Become Ocean,” a dance adaptation of the Pulitzer Prize-winning work by American composer John Adams, was created by Taiwanese choreographers Lee Chen-wei and Fakua Zotan. It will premiere at Taipei’s 國家戲劇院 on Nov. 13 and 14, reflecting on humanity’s relationship with nature.
The team of Democratic Progressive Party Taitung County magistrate candidate Chen Ying questioned the close ties between Kuomintang candidate Wu Hsiu-hua and her family and the solar power industry, as well as their involvement in solar projects at public facilities in Taitung. Wu’s campaign headquarters responded that this was misleading residents and stressed that discussion should return to policy proposals.
Facts
About 30 notices over the past 3 years related to “installing solar power generation equipment on the roofs of public buildings”
At least 15 Wu family-affiliated companies and 1 foundation registered at just 5 addresses
At least 15 Wu family-affiliated companies and 1 foundation registered
Land Sale Deed from the 47th Year of the Qing Qianlong Reign Unearthed at Nantou Land Office
Published ・ Source Taiwan | 中央社 CNA
The Nantou Land Office is holding the exhibition “Pioneering Paths in the Cadastre: Land Autobiographies Along the Zhuoshui River and an Exhibition of Land Administration Artifacts” from now through Dec. 31. Exhibits include a land sale deed from the 47th year of the Qing Qianlong reign and old cadastral maps, showcasing the history of land development and land administration in Nantou.
The ASEAN News Brief for Nov. 12, 2026 covers financial and economic developments, including Vietnam expanding public investment, Laos approving a cross-border transmission line, a sharp drop in Singapore Airlines’ profit, the Philippines lagging in AI competitiveness rankings, trade challenges on the Myanmar-Thailand border, Malaysia Airlines calling for fair competition, a weakening recovery in Thai tourism, Cambodia promoting agricultural processing, and the depreciation of the Indonesian rupiah.
Facts
2027 national budget proposal
Net profit down 43.9% year over year
Fell to 134 million Singapore dollars
Fuel costs up 90.3% year over year
Reached 4.7 billion Singapore dollars
Revenue up 16.8% year over year
Reached a record 11.2 billion Singapore dollars
Passenger volume also increased 5%.
The Philippines rose 3 places to rank 53rd.
The Philippines scored 66.51 points.
Bilateral trade rose to US$12 billion.
Received 25.5 million foreign visitors.
Down 4.6% from the same period last year.
Matched the 7.3 million recorded in the same period of 2019.
Slightly below the 32.9 million in 2025.
A peak of nearly 40 million.
Cashew production is about 1 million tons.
Domestic annual processing capacity is only 86,800 tons.
Actual processing volume was 22,600 tons.
Capacity utilization is about 26%.
Entered more than 23,000 international sales outlets.
Fell 0.3% at one point during trading.
Original來到1美元兌1萬8204印尼盾
Fell below the previous low of 18,190 Indonesian rupiah, set in early June.
Companies mentioned：越南國會、越南財政部、寮國能源與礦產部、新加坡航空、日經亞洲、瑞士洛桑管理學院、IMD、商業天地、BusinessWorld、馬來西亞航空公司、Malaysia Airlines、亞洲航空集團、AirAsia Group、彭博、Bloomberg News、亞太航空公司協會、Association of Asia Pacific Airlines、柬中時報、星報、The Star、美國聯邦準備理事會、Fed、MSCI、明晟
Hsinchu City oil depot eyed for transformation into tech cluster; plans include school expansion and a park
Published ・ Source Taiwan | 中央社 CNA
新竹市政府 plans to transform the former oil depot site, about 11.4 hectares, into a technology industry cluster, attract space technology and AI companies, and provide land for 建功高中 to expand and for a park.
Facts
About 11.4 hectares of land.
The largest publicly led land readjustment project in nearly 35 years.
An approximately 1-hectare site in the A4 block.
About 6.9 hectares planned as a technology and business district.
1.1 hectares designated for school expansion.
2.7 hectares planned for a park.
About 0.3 hectares of land for social welfare facilities.
邱素貞瑜伽天地 closes without warning; 39.57 million award upheld in final ruling
Published ・ Source Taiwan | 中央社 CNA
邱素貞瑜伽天地 closed without warning in ROC year 105. After 10 years of litigation, the 最高法院 today upheld an award of more than NT$39.57 million to 692 consumers.
KMT Taichung City Party headquarters' land and buildings transferred to city ownership; city government may consider leasing them out
Published ・ Source Taiwan | 中央社 CNA
Following a final ruling by the 最高行政法院, the land and buildings of the 台中市黨部 were transferred to city ownership. Taichung City Deputy Mayor Huang Guorong said the city could consider leasing them through public tender if they are not needed and the location is prime.
蔣萬安 campaign vehicle parking dispute; Taipei volunteer police brigade says it was an individual's action and a warning has been issued
Published ・ Source Taiwan | 中央社 CNA
In response to controversy over administrative impartiality after 蔣萬安's campaign vehicle was parked in the parking lot of a civil defense support center, 台北市義警大隊中正第一區大隊 clarified that it was the personal action of a member of the 忠孝東義警中隊. The member was told to move the vehicle and given a stern warning.
Why did Taiwan stocks plunge after surging 6,600 points? Expert reveals 1 warning sign: even the National Financial Stabilization Fund may be powerless
Published ・ Source Taiwan | 風傳媒
Chen Jiawei, deputy general manager of 承通投顧, warned that although Taiwan stocks rebounded 6,600 points over several days, they plunged 1,165 points on the 12th. He said the National Financial Stabilization Fund may have limited impact when defending the market near the annual moving average, and the rebound has come on low volume, indicating weak buying interest and continued pressure for a correction.
Facts
Taiwan stocks reached an intraday high of 44,525.24 points on the 12th, for a cumulative rebound of more than 6,600 points over 4 trading days.
Taiwan stocks recorded trading volume of NT$1.0133 trillion on the 12th.
台積電 (2330) closed at NT$2,340, down NT$55, a decline of 2.3%.
This time, the National Financial Stabilization Fund entered the market to support it near the annual moving average, rather than the 5-year or 10-year moving average as in the past.
Chen Jiawei, deputy general manager of 承通投顧, said the recent rebound has repeatedly been marked by “rebounds on low volume.”
Passive components take a beating! 法人 slashes 禾伸堂 price target in half, citing 2 major concerns; shares close limit-down
Published ・ Source Taiwan | 風傳媒
法人 sharply cut 禾伸堂's price target, mainly due to delays in the adoption of 輝達's 800V high-voltage power architecture and rising geopolitical risks, sending the stock to its limit-down. Despite the lower valuation, 禾伸堂's share of revenue from AI continues to grow, and its fundamentals still have growth potential.
Facts
禾伸堂's price target was cut from NT$1,080 to NT$580, nearly halved, and its investment rating was changed to “range-bound trading.”
Widespread adoption of 輝達's next-generation 800V high-voltage power architecture may be delayed until 2028. 禾伸堂's forecast 2027 annual revenue growth was lowered from 40% to 30%.
禾伸堂's share of revenue from AI applications rose from 32% in the 2nd quarter to 35% in the 3rd quarter, and is expected to climb further to 38% in the 4th quarter.
輝達 abruptly changed its financial reporting methodology, and its Singapore revenue category disappeared. The move came after CEO Jensen Huang's affair scandal and the blacklisting of Megaspeed, prompting questions about the flow of chips.
Facts
In 輝達's fiscal quarter ended July 2025, Singapore contributed US$10.2 billion in revenue, accounting for 22% of total revenue.
輝達 added Megaspeed to its blacklist in June 2025 and prohibited shipments.
輝達 changed the regional reporting basis in its financial statements from the location where customers are billed to the location of their headquarters.
In restated past financial statements, nearly all revenue previously attributed to Singapore was reassigned to the United States.
Singapore revenue in the July 2025 fiscal quarter surged 81% from the same period a year earlier.
Did Huang Le, in an affair with Jensen Huang, spark “China spy” suspicions? China's Foreign Ministry: US should stop making up spy stories
Published ・ Source Taiwan | 風傳媒
At a press conference on Nov. 12, Chinese Foreign Ministry spokesperson Mao Ning strongly rejected “China spy” allegations involving 輝達, accusing the US of using them to impose a technology blockade. In response to media questions about China-US relations and the whereabouts of executives at specific companies, China reiterated its pursuit of a strategic, stable relationship based on equality, but offered no specific countermeasures or confirmation of facts.
Facts
Chinese Foreign Ministry spokesperson Mao Ning chaired a regular press conference on Nov. 12 and responded to “China spy” allegations involving 輝達.
Mao Ning stressed that China's technological progress relies on independent innovation and open cooperation, and called on the US to stop making up spy narratives.
Mao Ning said the US should not use spy narratives as an excuse to impose a technology blockade.
Regarding Bloomberg's report on the whereabouts of Huang Le, an executive at Singapore company Megaspeed, Mao Ning said she was unfamiliar with the situation and did not confirm it.
China is willing to work with the US to build a constructive, strategically stable relationship based on respect, fairness and equality.
Public posts on Threads say money was automatically transferred out; FSC: Hua Nan Bank and Taipei Fubon Bank asked to report major incidents
Published ・ Source Taiwan | 風傳媒
Chang Chia-kuei, deputy director-general of the FSC's Banking Bureau, confirmed that customers of 華南銀行 and 台北富邦銀行 reported funds being automatically transferred out. The two banks have been asked to report major incidents and submit reports by a deadline. Preliminary investigations indicate that the transfers were authenticated by customers and were normal transactions, but the Banking Bureau will continue to monitor the situation.
Facts
People on Threads said funds had been automatically transferred out of their deposit accounts without reason; the customers involved banked with 華南銀行 and 台北富邦銀行.
Chang Chia-kuei, deputy director-general of the FSC's Banking Bureau, said 華南銀行 and 台北富邦銀行 had been asked to report major incidents as required.
A 華南銀行 customer had two transactions totaling NT$100,000 transferred out, while a 台北富邦銀行 customer had two transactions of NT$10,000 each transferred out.
Initial inquiries by 華南銀行 and 台北富邦銀行 found that both had received transfer instructions from customers' linked mobile devices.
華南銀行 and 台北富邦銀行 must submit detailed investigation reports to the Banking Bureau by Nov. 23 this year.
New Taipei City Expo's “Circus for Everyone” invites families to join the fun, with free film screenings added on Nov. 21 and 22
Published ・ Source Taiwan | 風傳媒
The 2026 New Taipei City Expo is on display at Sanchong Anxin Center, combining digital technology and circus arts. The 馬戲之門 team has created an interactive exhibition area and will hold a free family movie screening in late November, inviting the public to attend.
Facts
The 2026 New Taipei City Expo, “New Taipei Band: Compose the Future Together,” runs through Dec. 27 and is free to visit at the Sanchong Anxin Center of the New Taipei City Government.
The 3rd-floor exhibition zone, “New Taipei Grand Gathering: Circus for Everyone,” was planned by 馬戲之門, a distinguished performing arts group in New Taipei City.
Admission to “New Taipei Movie Fun” is free. Online tickets through Accupass and physical tickets at the venue will both be available starting at 10 a.m. on Saturday, Nov. 14.
The first 150 audience members to enter each screening will receive a limited-edition “1哥5弟” character balloon.
[After Work Economics] Still chasing tech stocks? The AI industry is undergoing a major shake-up! The next explosive opportunity savvy investors are positioning themselves for is “it”!
Published ・ Source Taiwan | 風傳媒
Market attention is shifting from semiconductors and AI chips to data centers and power infrastructure. The investment landscape is expanding, with the next wave of opportunities focused on physical infrastructure.
Facts
Market attention was previously focused on semiconductors and AI chips.
Global giants are accelerating the construction of data centers and the upgrading of aging power grids.
The investment landscape is expanding significantly beyond pure-play tech stocks to physical infrastructure that supports computing operations and key upstream resources.
Investors should position themselves early for the next wave of opportunities.
KMT Legislator Cheng Cheng-chien accompanied the family of a victim killed in a drunk-driving crash in Tainan as they called for legal amendments. The proposal would add the death penalty for serious repeat offenses and expand the scope of vehicle confiscations. The Hsinchu City Government supports stronger prevention measures and pledged to provide the family with legal and psychological support.
Facts
KMT Legislator Cheng Cheng-chien accompanied the victim’s family at a press conference on November 12, proposing 2 legal amendments: harsher penalties and broader vehicle confiscation.
Cheng Cheng-chien proposed adding the death penalty as the maximum sentence for drunk-driving repeat offenses resulting in death in especially serious cases.
The driver, surnamed Liao, had 5 previous drunk-driving offenses. Late on November 1, he struck a 19-year-old male student surnamed Li in Tainan and fled the scene.
Yang Chun-tzu, spokesperson for the Hsinchu City Government, attended on its behalf, backing the proposed direction of stronger drunk-driving prevention laws and saying the city would coordinate legal and psychological support.
The victim was a male student surnamed Li who attended Southern Taiwan University of Science and Technology and had been preparing to go to Poland as an exchange student.
Tomorrow’s weather: Bring out your winter clothes! 2 waves of cold air will bring temperatures down to 18 degrees, with heavy rain as the weather turns; a look at the week ahead.
Published ・ Source Taiwan | 風傳媒
The Central Weather Administration forecast changing conditions over the coming week. On Nov. 13, highs in western Taiwan will reach 32 degrees. Then, under the influence of a rain cloud system from southern China and 2 waves of northeasterly monsoon winds, the chance of rain will rise and temperatures will fall, with lows in northern Taiwan dipping to 18 degrees.
Facts
On Friday, Nov. 13, highs in western Taiwan could reach 29 to 32 degrees.
On Saturday, Nov. 14, a rain cloud system moving east from southern China will bring rain to a wider area across Taiwan.
Starting Sunday, Nov. 15, the first northeasterly monsoon surge will strengthen, bringing highs in northern Taiwan down to 24 to 25 degrees.
The second northeasterly monsoon surge will strengthen from Nov. 18 to 19, and lows in northern Taiwan could drop to 18 to 20 degrees.
Long waves may occur off Hualien and Taitung, the Hengchun Peninsula, Lanyu and Green Island on Friday, Nov. 13.
“This hardware store” has more than 100 locations! Revenue for the first 10 months topped NT$2 billion. Can its fourth-quarter “100-store celebration” drive sales even higher?
The 3 most unfaithful zodiac signs! They seem honest and devoted, but secretly love to cheat, can’t resist temptation and are good at putting on an act.
Published ・ Source Taiwan | 風傳媒
This article presents a folk belief that 3 zodiac signs who seem honest and devoted are actually the most likely to cheat in private and unable to resist temptation. It emphasizes that this belief does not represent the views of this site.
Overseas high school credentials not recognized! Indonesia’s former president’s son resigns as vice president, refuses to face parliamentary impeachment.
Published ・ Source Taiwan | 風傳媒
Indonesia’s former vice president Gibran Rakabuming Raka formally submitted his resignation on the 12th amid controversy over his academic credentials and the threat of impeachment, becoming the first vice president to resign while in office since democratization. Former president Joko Widodo said he supports the current government, while President Prabowo Subianto will nominate a successor.
Facts
Indonesia’s former vice president Gibran Rakabuming Raka formally submitted his resignation to the People’s Consultative Assembly on the 12th.
Indonesia’s Constitutional Court and Supreme Court ruled that Gibran Rakabuming Raka’s overseas academic credentials did not meet election law requirements.
A group of 120 lawmakers from 8 political parties initiated proceedings that could lead to Gibran Rakabuming Raka’s impeachment and removal from office.
Gibran Rakabuming Raka is Indonesia’s first vice president to resign before completing his term since the country’s democratic reforms in 1998.
Indonesia’s constitution stipulates that when the vice presidency becomes vacant, the president nominates 2 candidates, and the People’s Consultative Assembly votes to elect a new vice president within 60 days.
《風傳媒》 rounds up international news from November 12, including Xi Jinping renewing calls for peaceful unification without mentioning force, short-sellers flagging unusual ties involving 輝達, Texas halting Musk’s land purchase, tight security for APEC in Shenzhen, and an incident involving the U.S. secretary of war.
Texas Governor-elect Gina Hinojosa called for a halt to efforts to sell about 1,300 acres of public land to Elon Musk before she takes office next January.
U.S. Secretary of War Pete Hegseth was chatting and laughing while posing for a photo at the Tomb of the Unknown Soldier at Arlington National Cemetery. An Army guard scolded him and demanded silence.
Taiwan’s longest suspension bridge is this one! At 497 meters long, the stunning Lovers’ Bridge spans a riverbed and has a history of 80 years.
Published ・ Source Taiwan | 風傳媒
The Yongxing Suspension Bridge in Nanxi District, Tainan, is 497 meters long and spans the Zengwen River, making it one of Taiwan’s longest suspension bridges. Originally built in 1945, the bridge was destroyed by Typhoon Krosa in 2007 and rebuilt. It reopened in 2010 as a new purple bridge with LED lighting and is now a major tourist attraction.
Facts
Including the approach roads at both ends, the Yongxing Suspension Bridge is 497 meters long and is listed in official Taiwanese records as one of the country’s longest suspension bridges.
The Yongxing Suspension Bridge was first built in 1945 (Year 34 of the Republic of China calendar). The bridge seen today was rebuilt and officially reopened in July 2010 (Year 99 of the Republic of China calendar).
The original Yongxing Suspension Bridge was destroyed by floodwaters brought by Typhoon Krosa in 2007, disrupting the local road crossing the river.
After reconstruction, the Yongxing Suspension Bridge was given a striking purple design, with LED lighting planned for its main cables, suspension cables and railings on both sides.
The Yongxing Suspension Bridge is located in Lane 3, Xingnan, Zhaoxing Village, Nanxi District, Tainan. It is listed as open all day, with no admission fee.
Lo Ta-yu lashed out at former president Tsai Ing-wen, Vice President Hsiao Bi-khim, former Control Yuan president Chen Chu and other female politicians, accusing them of not having children and not caring about the next generation.
Original台北101董事長賈永婕點名批評羅大佑擁有可怕的老舊思維。
When people targeting her online asked, “Will your children serve in the military?”, Chia Yong-chieh said directly that her child would serve for 1 year.
Chia Yong-chieh said her son was born in Taiwan and is a citizen of the Republic of China, and is legally required to fulfill his civic duties.
Opponents flooded the comments section on Threads with identical messages, claiming Lo Ta-yu’s original remarks were not aimed at women who were unmarried or childless and warning against spreading rumors that could affect the election.
Guan Yu and Lü Bu lose! The strongest warrior in Three Kingdoms history is “a legendary fighter of immense strength” who changed Chinese history by taking on a thousand alone.
Gan Ning once led more than a hundred elite soldiers in a nighttime raid on Cao Cao’s camp, killing dozens before withdrawing safely.
When Xu Chu faced danger near the Wei River, he held up a saddle with one hand to shield Cao Cao from arrows, helping him cross the river and escape.
During the Battle of Wancheng, Dian Wei held the rear line. Despite being seriously wounded, he continued fighting until he was exhausted and killed in battle.
During the Battle of Hefei, Zhang Liao led elite troops in an offensive, killing dozens and advancing close to Sun Quan’s position.
At the Battle of Yangren, Sun Jian defeated Dong Zhuo’s army and killed his subordinate general Hua Xiong.
During the Battle of Changban, Zhang Fei held the bridge over the river with a small cavalry force, blocking Cao Cao’s pursuing army.
At the Battle of Mount Dingjun, Huang Zhong killed Xiahou Yuan, an important general of Cao Wei.
At the Battle of Baima, Guan Yu killed Yan Liang with a thrust of his spear and returned with his head.
Why did no one want to marry palace maids who left the palace at age 25 in the Qing dynasty? Most faced 3 possible fates, and the last was downright inhumane.
Published ・ Source Taiwan | 風傳媒
This article examines the tragic fate of Qing dynasty palace maids in the Forbidden City, noting that most were Eight Banner girls who entered the palace at a young age and developed “blood stagnation syndrome” after years of living under intense pressure. After leaving the palace, their damaged health and lack of skills left them facing cruel fates, including becoming companions to eunuchs, being given to powerful nobles, or falling into prostitution.
Facts
The vast majority of palace maids in the Qing dynasty were daughters of Eight Banner bondservants who were only 14 or 15 years old.
Palace maids were permitted to leave the palace when they turned 25.
Palace maids commonly suffered from an occupational illness known as “blood stagnation.”
Some palace maids were granted the favor of being assigned as “paired-eating” companions to older eunuchs.
A small number of palace maids who still retained their beauty were given to powerful princes and high-ranking officials.
Princess Der Ling, a lady-in-waiting to Empress Dowager Cixi, once expressed deep sympathy for the plight of palace maids.
Serving up the “exhibition economy” on a platter: Chiang Chi-chen showcases Taichung’s home-field advantage and vows to take industry onto the global stage.
Published ・ Source Taiwan | 風傳媒
Taichung mayoral candidate Chiang Chi-chen attended several campaign support group launch events on Industrial Day, stressing that he would promote the internationalization of industry with a vision for the Central Taiwan metropolitan area and use the advantages of the convention and exhibition center to attract foreign investment.
Facts
Taichung mayoral candidate Chiang Chi-chen and Legislative Speaker Han Kuo-yu jointly took part in a campaign motorcade street sweep.
Chiang Chi-chen attended the launch events for the “Chiang Chi-chen Taichung Lawyers Support Group and Legal Team” and the “Taichung City Elite Association Friends Support Group and Taichung City Business Groups Support Group.”
Chiang Chi-chen proposed planning Taichung with a vision for a Central Taiwan metropolitan area designed for a population of 6 million.
All 60 time slots at the new Taichung Convention and Exhibition Center are fully booked for next year.
Chiang Chi-chen likened Taichung to Milan, Italy, with the goal of making it a globally renowned center for trade, exhibitions and fashion.
Wu Hsiu-hua joins Chen Ling-yen to roll out 6 policy proposals, including “one public childcare center per township”; questions Chen Ying’s opposition to the Fiscal Revenues and Expenditures Allocation Act.
Published ・ Source Taiwan | 風傳媒
Taitung County magistrate candidate Wu Hsiu-hua held a briefing on policies for women and children on the 12th, putting forward six major proposals, including “one public childcare center in every township and city.” Former county magistrate’s wife Chen Ling-yen voiced her support at the event and questioned whether rival Chen Ying’s opposition to the Fiscal Revenues and Expenditures Allocation Act left her unable to secure resources.
Facts
Wu Hsiu-hua held a briefing on policies for women and children on the 12th and put forward six major proposals.
Chen Ling-yen questioned whether Chen Ying had voted against the Fiscal Revenues and Expenditures Allocation Act.
Wu Hsiu-hua’s public childcare policy proposal is “one public childcare center in every township and city.”
Chen Ling-yen said Huang Chien-ting had helped Wu Hsiu-hua overcome the challenge of insufficient funding.
Working mother Tseng Hsiu-wen said parents are most concerned about available places and service hours.
From responsibility on his shoulders to calluses on his hands: Lee Shih-chuan releases 2 campaign videos appealing to grassroots voters.
Published ・ Source Taiwan | 風傳媒
Kuomintang New Taipei mayoral candidate Lee Shih-chuan released campaign videos titled “Shoulders” and “Calloused Hands” on the 12th, focusing on childcare, commuting and grassroots workers’ issues, and proposing related municipal policies to connect with grassroots voters.
Facts
Lee Shih-chuan held a premiere press conference on the 12th for his campaign video “Lee Shih-chuan, Together with Everyone.”
Lee Shih-chuan proposed childcare policies including “public childcare centers at every school” and “100% of full pay during parental leave.”
Lee Shih-chuan advocated creating a “30-minute core living circle for the twin cities of Taipei and New Taipei.”
Lee Shih-chuan’s campaign team proposed a monthly subsidy of NT$5,000 for young and middle-aged workers returning to employment.
The campaign office director is Chiang Yi-chen, and the spokesperson is Chen Hsin-yi.
280 experts and scholars sign a petition calling for conditions to be created for cross-strait political consultations! Does the Mainland Affairs Council label them a surrender faction? Liang Wen-chieh has sent a signal.
Published ・ Source Taiwan | 風傳媒
A group of 280 scholars, including Kuan Chung and Ting Shou-chung, launched the “Cross-Strait Peace Initiative,” calling for conditions to be created for political consultations. Mainland Affairs Council Deputy Minister Liang Wen-chieh denounced them as a surrender faction, citing Chiang Ching-kuo’s remarks and the situation in Hong Kong. He stressed that peace does not mean surrender and warned against wishful thinking.
Facts
The initiative includes 4 main proposals. The fourth calls for building a shared cross-strait identity to create conditions for eventual political consultations and arrangements for a political system.
At a press conference, Mainland Affairs Council Deputy Minister Liang Wen-chieh criticized the initiative as surrenderism, saying surrender could not preserve freedom and democracy.
Liang Wen-chieh cited remarks made by Chiang Ching-kuo in 1982, saying the Chinese Communist Party does not keep its word and that the idea of Taiwan retaining its system after unification was unrealistic.
Citing Hong Kong’s experience in recent years, Liang Wen-chieh urged the public to recognize the Chinese Communist Party’s ambition to annex Taiwan.
Former Legislative Speaker Wang Jin-pyng, former Premier Chen Chuan, and former National Security Council Secretary-General Su Chi attended the initiative’s founding ceremony.
Seeking NT$23 million and generating more than NT$460,000 in design exhibition sales! Taoyuan’s commercial transformation center assists 104 businesses in showcasing local shopping district特色.
This year, the Taoyuan City Commercial Transformation Service Center has assisted a total of 104 businesses.
It helped secure about NT$23 million in central government subsidies and support resources.
The Department of Economic Development said that this year it assisted 13 businesses with packaging redesign under “Taoyuan Golden Gifts” and 5 businesses with space upgrades under “Taoyuan Golden Shops.”
The results were showcased for 18 days at the “2026 Taiwan Design Expo,” generating total sales of more than NT$460,000.
佳麗果物公司 upgraded its product packaging to include Chinese, English, Japanese and Korean.
This year, the Department of Economic Development completed in-depth energy-saving assessments at 5 large commercial sites, including IKEA Taoyuan Store, Global Mall Taoyuan A8 and A19.
Not salmon or mackerel! “3 types of fish Taiwanese people love” should not be eaten often; doctor warns that heavy metals end up in the body and dementia risk is high.
Published ・ Source Taiwan | 風傳媒
Weight-loss doctor Hsiao Chieh-chien posted a warning that tuna, shark and swordfish are at the top of the food chain and accumulate high concentrations of mercury. Long-term consumption may damage the nervous system and increase the risk of dementia.
Facts
Tuna, shark and swordfish are at the top of the food chain and can accumulate large amounts of the heavy metal mercury.
The flesh of tuna, shark and swordfish contains an average of 0.5 to 1.5 milligrams of mercury per kilogram.
Long-term excessive consumption of high-mercury fish may cause irreversible damage to the nervous system and increase the likelihood of dementia.
Shark fin comes from sharks and carries an extremely high risk of heavy metal and mercury residues.
Eating mackerel or salmon 2 to 3 times a week can reduce the incidence of cardiovascular disease by about 20% to 30%.
Xi Jinping commemorates Sun Yat-sen’s birth and offers goodwill, saying he will “look after the interests and feelings of our compatriots in Taiwan”! The Mainland Affairs Council responds, urging the Chinese Communist Party to do “this.”
Published ・ Source Taiwan | 風傳媒
At a ceremony marking the 160th anniversary of Sun Yat-sen’s birth, Xi Jinping reiterated the policy of “peaceful reunification” and pledged to look after the interests of Taiwan compatriots, while firmly opposing “Taiwan independence.” The Mainland Affairs Council responded by calling on the Chinese Communist Party to stop applying pressure and stressing that the Republic of China is a sovereign, independent country and that it and the People’s Republic of China are not subordinate to each other.
Facts
Xi Jinping said that he would fully take into account the realities in Taiwan and look after the interests and feelings of Taiwan compatriots, but would leave no room for separatist activities in any form of “Taiwan independence.”
Mainland Affairs Council Deputy Minister Liang Wen-chieh said the Chinese Communist Party’s claim to be the legitimate heir to Sun Yat-sen’s revolutionary ideals was aimed at establishing the legitimacy of its rule.
The Mainland Affairs Council said in a press release that the Republic of China is a sovereign state whose existence has never been interrupted, and that it and the People’s Republic of China are not subordinate to each other.
The Mainland Affairs Council urged the Chinese Communist Party to follow Dr. Sun Yat-sen’s final wish for “peace,” stop intimidating and pressuring Taiwan, and communicate and engage in dialogue with its democratically elected, legitimate government.
Why are there so many green iguanas in Taiwan? 230,000 caught in a year! They can grow up to 2 meters long, usually eat 3 types of food and even break into homes
Published ・ Source Taiwan | 風傳媒
This report examines the invasive green iguana problem in Taiwan, noting that the species originated in the pet trade in Central and South America and is now widely distributed across central and southern Taiwan. Government statistics show that more than 230,000 were removed this year, and officials stressed the threat they pose to agriculture and ecosystems.
Facts
As of Nov. 11, 2026, a total of 230,595 green iguanas had been removed across Taiwan this year.
Female green iguanas can lay up to 70 to 80 eggs at a time.
Taiwan’s green iguana imports once reached 23,150 in 2004.
Pingtung County had the highest number of green iguanas removed this year, at 97,328.
Green iguanas particularly favor bean sprouts and leafy vegetable crops.
Wugu Interchange’s northbound entrance ramp opens today! Northbound traffic on Taiwan Route 65 can connect directly to National Freeway 1, saving 12 minutes during rush hour
Published ・ Source Taiwan | 風傳媒
New Taipei City Mayor Hou Yu-ih announced that the northbound entrance ramp at Wugu Interchange would open on the 12th, creating a direct connection between Taiwan Route 65 and National Freeway 1 and saving 12 minutes during rush hour. The project cost NT$4.867 billion. The city government will adjust traffic flows accordingly and monitor traffic.
Facts
The northbound entrance ramp at Wugu Interchange officially opened on the 12th.
Northbound vehicles on Taiwan Route 65 can connect directly to National Freeway 1 without detouring onto surface roads.
Travel time during rush hour is expected to fall from 15 minutes to 3 minutes, saving 12 minutes.
The Wugu Interchange improvement project had a total budget of about NT$4.867 billion.
The comprehensive planning report for the Wugu-Taishan light rail project was submitted to the Ministry of Transportation for review for the 5th time on Sept. 29.
The widening of Xinwu Road is expected to be completed in April next year (116).
Eight major state-owned financial institutions》Buy against the trend: 9,019 lots of 群創 and 6,367 lots of 中信金; these 10 stocks become the focus of market support
Published ・ Source Taiwan | 風傳媒
Taiwan stocks plunged on Nov. 12, 2026, as eight major state-owned financial institutions bought a net 9,019 lots of 群創 and sold 22,406 lots of 台玻. Foreign investors recorded net selling for 11 consecutive days, while investment trusts bought for 23 consecutive days. The state-owned institutions and foreign investors showed a stark contrast in their trading directions for some stocks.
Facts
Taiwan stocks fell 1,165.28 points at the close on Nov. 12, 2026, ending at 43,091.87 points.
群創 ranked first in net purchases by the eight major state-owned financial institutions, with 9,019 lots bought.
台玻 ranked first in net sales by the eight major state-owned financial institutions, with 22,406 lots sold.
Foreign investors recorded net sales of NT$684 million that day, marking their 11th consecutive trading day of net selling.
Investment trusts recorded net purchases of NT$12.385 billion that day, marking their 23rd consecutive trading day of net buying.
The top four stocks in net purchases by the eight major state-owned financial institutions each exceeded 5,000 lots: 群創, 中信金, 仁寶 and 統一.
Securities dealers recorded combined net sales of NT$6.54 billion in proprietary trading and hedging positions.
Following Poland’s high subsidies, Romania offers to pay to keep U.S. troops, telling Trump it “hopes more personnel and weapons will be deployed”
Published ・ Source Taiwan | 風傳媒
Romanian President Dan has offered to share the cost of stationing U.S. troops, hoping to maintain and increase the number of American forces and weapons deployed in Romania to counter security threats from Russia in the Black Sea region. The country plans to follow Poland’s high-subsidy model and strengthen strategic sites, including Mihail Kogălniceanu Air Base.
Facts
Romanian President Dan has presented the United States with specific figures on troop numbers and cost-sharing, expressing hope that more troops and weapons will be deployed.
There are currently 1,172 U.S. service members stationed in Romania, down from the previous level of 1,700.
Mihail Kogălniceanu Air Base on Romania’s Black Sea coast and the Port of Constanța are of major strategic importance to the United States.
U.S. Defense Secretary Hegseth has said he would consider significantly reducing U.S. forces in Europe.
Blindness scare linked to weight-loss injections: Doctor says “dosage” is key; consult a metabolic specialist before trying to lose weight
Published ・ Source Taiwan | 風傳媒
The U.S. FDA has warned of a risk of blindness linked to GLP-1 drugs, and the first domestic case of an eye stroke has been reported. Yang Wei-hsun, president of the Diabetes Association of the Republic of China, stressed that excessive doses for weight loss increase the risk and urged patients to seek evaluation and prescriptions through endocrinology and metabolism specialists.
Facts
A doctor in Taiwan has reported the 1st suspected case of a drug-injury relief claim involving blindness allegedly caused by a weight-loss injection.
Su Yi-feng, a pulmonologist at the Yangming Branch of Taipei City Hospital, shared details of the case.
The 50-year-old male patient had a BMI of 31 to 32. After paying out of pocket for Ozempic injections for 4 months, he lost 10 kilograms and then suffered an eye stroke.
Yang Wei-hsun, president of the Diabetes Association of the Republic of China, said that doses of weight-loss medications far exceed physiological doses.
A dose of about 1mg is used to treat diabetes, but some people taking weight-loss medication increase the dose to 1.4mg, and doses of up to 7mg are used overseas.
Taichung’s 龍富天婦羅 leads a new aesthetic in plant-based cuisine; in response to “International Meatless Day,” it becomes the first in Taiwan to offer a limited-time plant-based tempura set menu, with reservations now open
Published ・ Source Taiwan | 風傳媒
Taichung’s 龍富天婦羅 is marking International Meatless Day on Nov. 25 by introducing Taiwan’s first one-day-only, fully plant-based set menu. Chef Eddie uses a range of techniques to bring out the flavors of plant-based ingredients. Each set costs NT$2,000 plus a 10% service charge, and reservations are now open.
Facts
Taichung’s 龍富天婦羅 will offer a fully plant-based omakase tempura set menu on Nov. 25, International Meatless Day.
The plant-based set menu at 龍富天婦羅 costs NT$2,000 for both lunch and dinner, plus a 10% service charge.
Chef Eddie believes that tempura techniques can bring out the pure, rich character of plant-based ingredients, with sweet potatoes, for example, taking on the fragrant, soft sweetness of roasted sweet potatoes.
The set menu’s soup course features hirōzu, a shojin-ryori dish from Japan’s Kamakura period, paired with soft tofu that absorbs the flavorful broth.
龍富天婦羅 is located at No. 498, Section Four, Longfu Road, Nantun District, Taichung City. Business hours are 12:00–14:30 and 18:00–21:00.
旺旺保 earns more than 1 times its capital in the first 3 quarters; cumulative EPS reaches NT$10.12, up 279%
Published ・ Source Taiwan | 風傳媒
旺旺友聯產險 announced its financial results for the first 3 quarters, reporting net income after tax of NT$2.26 billion and EPS of NT$10.12. Profit hit a record high and exceeded the full-year level.
Facts
旺旺保 reported net income after tax of NT$2.26 billion for the first 3 quarters of this year, up 151.2% year over year.
旺旺保’s cumulative earnings per share (EPS) for the first 3 quarters reached NT$10.12, up 279.0% year over year.
旺旺保’s underwriting profit for the first 3 quarters reached NT$1.53 billion, up 11.3% year over year.
旺旺保’s investment income for the first 3 quarters reached NT$1.41 billion, up 997.6% year over year.
旺旺保’s net asset value per share reached NT$45.5 at the end of September, up 9.8% from the end of last year.
Fooled by Stephen Chow’s movie for 30 years! A real “Qiuxiang” existed in history, but 1 cruel reason made it impossible for Tang Bohu to fall in love with her
Published ・ Source Taiwan | 風傳媒
The article clarifies four differences between the film “Flirting Scholar” and historical fact: Tang Bohu did not select Qiuxiang, did not have eight wives, was not a martial arts expert, and had his official career derailed by an imperial examination scandal.
Facts
There really was a woman named Qiuxiang in history. Her real name was Lin Nu’er, and she was a Nanjing courtesan during the Chenghua era of the Ming dynasty.
Qiuxiang (Lin Nu’er) was about 20 years older than Tang Bohu, who was born in 1470.
Tang Bohu placed first in the Nanjing provincial examination in 1498, earning the title of jieyuan.
Tang Bohu was implicated in an imperial examination bribery scandal and accused, along with wealthy young man Xu Jing, of bribing an examiner’s servant. Both were arrested and imprisoned.
In Tang Bohu’s later years, the woman who stayed by his side was a Ms. Shen, possibly named “Jiuniang.”
Tang Bohu died in early 1524 at the age of 54 and was buried near Taohuawu.
Scandal involving Jensen Huang raises suspicions of a cross-border business network! An examination of the Huang Le couple’s arrangements reveals that an Australian company’s registered address is a lottery shop
Published ・ Source Taiwan | 風傳媒
Singapore AI cloud service provider Megaspeed International is under investigation by U.S. and Singaporean authorities over suspicions that it helped divert Nvidia chips to China. The company is run by Kang Wei and Huang Le, and its cross-border ownership structure and unusual Australian registered address have drawn attention. Taiwan has also revoked Huang Le’s entry permit.
Facts
Megaspeed International is run by Kang Wei and Huang Le and has been accused of helping divert Nvidia AI chips subject to export controls to China.
Taiwan’s government has revoked Huang Le’s entry permit, barring her from entering again.
Megaspeed’s registered company address in Australia is a newsagent and lottery retailer.
Kang Wei and Huang Le once told investors they could get Nvidia chips into China and promised that the investment would triple in value within 3 years.
Megaspeed qualified as an Nvidia cloud partner in November 2023.
Kang Wei was fined by China’s securities regulator for violations including failing to disclose shareholdings as required.
Megaspeed’s website still claims it is an Nvidia cloud partner in the Asia-Pacific region, offering computing services based on GB200 NVL72 and HGX H100 systems.
New Taipei honors outstanding people with disabilities and exemplary service providers; Hou Yu-ih: Unite our strength to advance equal rights
Published ・ Source Taiwan | 風傳媒
The New Taipei City Government held an awards ceremony on the 12th to honor people with disabilities and outstanding service organizations. Mayor Hou Yu-ih called for unity to promote equal rights. The event, held in support of the International Day of Persons with Disabilities theme, honored 38 outstanding individuals and 12 organizations.
Facts
The New Taipei City Government held the “New Taipei City Awards for Outstanding Individuals Supporting People with Disabilities and High-Performing Service Organizations” on the 12th.
New Taipei Mayor Hou Yu-ih said he hoped the awards would help advance equal rights.
Award recipient Wang Po-hsiang contracted polio in early childhood and has now taken on the role of caregiver.
After her children developed severe cases of COVID-19 that led to encephalitis, Chan Chia-hui actively supported their rehabilitation and connected parents to build a support network.
Chou Hsiao-chin has worked at Bali Love and Care Institution for more than 30 years and promoted diverse therapeutic programs.
The event supported this year’s International Day of Persons with Disabilities theme: “Understand invisible disabilities and realize equal rights through support.”
The event honored 38 outstanding individuals and 12 high-performing organizations.
Doctor X and Dead-End Side Hustle lose out! Netflix Taiwan’s latest rankings are out, and the winner comes as no surprise
Published ・ Source Taiwan | 風傳媒
Netflix has released its latest global rankings of the most-watched films and series. The top titles in Taiwan were Final Destination Bloodlines among films and The Golden Hairpin among series. The article also lists several films and series coming to the platform in November for viewers looking for something to watch.
Facts
Netflix releases its global top 10 rankings of films and series every Tuesday.
Final Destination Bloodlines was the most-watched film among viewers in Taiwan this week.
The Golden Hairpin was the most-watched series among viewers in Taiwan this week.
The non-English film champion, Out-of-Control Crash and Robbery, was watched for 30.3 million hours.
The non-English series champion, Dead-End Side Hustle, was watched for 44 million hours.
The English-language series champion, The Stolen Daughter: The Disappearance of Natalie Holloway, was watched for 25.4 million hours.
Doctor X: The White Mafia Era ranked No. 3 on Taiwan’s series chart.
New Taipei City exhibition extends hours to 8 p.m.! Visit the “24-Hour New Taipei Food City” for free during the Christmas season and enter to win 888 New Taipei points
Published ・ Source Taiwan | 風傳媒
The New Taipei City Government Department of Economic Development is extending the hours of the “2026 New Taipei City Exhibition” to 8 p.m. to coincide with the Christmasland event. Located at Sanchong Anxin Center, the exhibition uses interactive food experiences and New Taipei points rewards to attract families and young people and promote New Taipei’s food culture.
Facts
The “2026 New Taipei City Exhibition—Welcome! 24-Hour New Taipei Food City” will extend its hours to 8 p.m. from November 13 to December 27.
The exhibition is on the 5th floor of Sanchong Anxin Center, New Taipei City Government.
Members of the public can earn 10 New Taipei points by downloading the “My New Taipei City” app and completing an online survey.
Complete a task on the “New Taipei Economic Development Department” Facebook page for a chance to win 888 New Taipei points. There are 66 winners.
The exhibition features interactive installations including “Re-Mi Food—Food DJ Mixing Station” and the “New Taipei Lunchbox Stamp Station.”
The exhibition is extending its operating hours to match the festive atmosphere of the “2026 New Taipei Christmasland.”
More than about 6,000 public schools across Italy received threatening emails at the same time, prompting evacuations at schools in several areas.
The threatening emails claimed that powerful remotely detonated explosives had been planted inside school buildings and that a bomb had been placed in the engine of Prime Minister Meloni’s car.
The sender signed the emails “Mikhail Andropov” and claimed to be the leader of “Misoginistan Province.”
Breaking the myth of homogenized marketing in the AI era! 陽獅集團台灣 unveils “獅紀・無界,” a new blueprint for agencies
Published ・ Source Taiwan | 風傳媒
陽獅集團台灣 unveiled its new “獅紀・無界” vision at its centennial celebration, promoting the “Humangentic Agency” concept. Through five Beyond frameworks, it aims to redesign marketing processes, putting people at the center and using AI to extend their capabilities.
Facts
陽獅集團台灣 officially unveiled its new vision, “獅紀・無界 The Agency Beyond,” declaring that the marketing communications industry is entering a new era centered on people.
陽獅集團台灣 introduced the “Humangentic Agency” concept, viewing AI as a tool for extending human capabilities and professional boundaries.
The CEO of 陽獅集團台灣 is Chang Ming-ling.
Publicis proposed five Beyond frameworks covering audience understanding, creativity and production, scaled relevance, workflows and cross-disciplinary fields.
陽獅集團台灣 held its “獅紀・百變” Halloween party in the evening at the Ball Theater of the Taipei Performing Arts Center.
Publicis uses “RE:CAST” to address different market and cultural contexts, and “RE:FRAME” to respond to individual preferences and intentions.
Publicis unveiled the “MasterMinds” framework, which brings AI Agents from different fields together to debate and exchange ideas.
President Lai Ching-te attended the TASTI 2026 Taiwan International Space Conference and announced a third phase of the national long-term space technology development program, with total funding of 71 billion dollars.
Vice President Hsiao Bi-khim visited the exhibition during the TASTI 2026 annual meeting to learn about Taiwan's space technology research and development achievements.
The all-new 格蘭利威 “13-Year Sherry Rhapsody” brings together casks from 3 continents for an exclusive Taiwan release, with Taiwan team captain Chen Chieh-hsien and slugger Lee Hao-yu unveiling a new global benchmark
Published ・ Source Taiwan | 風傳媒
格蘭利威 launched “13-Year Sherry Rhapsody,” designed exclusively for Taiwan, in 2026. The whisky combines cask craftsmanship from Europe, the Americas and the Caribbean, and was unveiled by Chen Chieh-hsien and Lee Hao-yu at the Taipei InterContinental Hotel, continuing the tradition of its Taiwan-exclusive series, now in its ninth year.
Facts
格蘭利威 launched “格蘭利威 13-Year Sherry Rhapsody,” created exclusively for Taiwan, in 2026.
“格蘭利威 13-Year Sherry Rhapsody” brings together rare casks from 3 continents, including European sherry casks, American oak casks and Caribbean rum casks.
The launch event for the new product was held at the “Taipei InterContinental Hotel,” which opened in 2026.
Chen Chieh-hsien and Lee Hao-yu were invited to witness the Taiwan debut of “格蘭利威 13-Year Sherry Rhapsody.”
“格蘭利威 13-Year Sherry Rhapsody” draws inspiration from flavors of fruit Taiwan takes pride in, such as pineapple cake and lychee.
格蘭利威 launched its “Taiwan Exclusive” series in 2018, and it had continued for 9 years by 2026.
The bottle of “格蘭利威 13-Year Sherry Rhapsody” prominently features the Traditional Chinese words “Taiwan Exclusive.”
A new force in Japanese whisky! 小諸蒸餾所 launches its first single malt whisky, “KOMORO ORIGIN”
Published ・ Source Taiwan | 風傳媒
小諸蒸餾所 has officially launched its first single malt whisky, “KOMORO ORIGIN,” marking the distillery's emergence as a new force in Japan's whisky market.
To prevent RSV, Taipei City adds advanced long-acting monoclonal antibodies! Other counties and cities urged to learn from its experience and provide direct protection so children are not put at risk!
Published ・ Source Taiwan | 風傳媒
Starting in July 115, Taipei City will provide publicly funded RSV prevention under a dual-track program that includes long-acting monoclonal antibodies. Wu Tsung-ju, director at Taipei City Hospital, urged the rest of the country to follow suit and expand coverage to protect newborns from severe RSV and the risk of long-term asthma.
Facts
Starting in July 115, Taipei City will implement a dual-track publicly funded RSV prevention program that includes advanced long-acting monoclonal antibodies.
Every year in Taiwan, around thousands of infants and young children become so seriously ill from RSV that they require hospitalization.
Severe lower respiratory tract infections caused by RSV in early childhood can increase the risk of developing asthma later in life by up to 12.7 times.
A single dose of a long-acting RSV monoclonal antibody may provide protection for at least 5 to 6 months.
Those eligible for subsidies for long-acting RSV monoclonal antibodies include infants and young children from low-income households, those with rare diseases, or those with extremely low birth weight.
The 6 branches of Taipei City Hospital provide RSV prevention assessments and vaccination services.
Latest on the Xiamen-Kinmen Bridge! China plans to “extend the route all the way to Kinmen”: 19.6 kilometers long, with 8 lanes in both directions; opening date for the Xiamen section revealed
Published ・ Source Taiwan | 風傳媒
The main sea-crossing bridge in the Xiamen section was completed in 2026 on November 10 and is expected to open to traffic by the end of the year. Although its name includes “Kinmen,” the project currently ends at Dadeng Island because the Taiwan government has not agreed to it, and it cannot extend directly to Kinmen.
Facts
The main sea-crossing bridge in the Xiamen section of the Xiamen-Kinmen Bridge completed installation of its final steel box girder and was joined in the early hours of November 10, 2026.
The steel box girder used to join the bridge weighed 3,318 tons and was lifted into place with the help of a 5,500-ton-class floating crane.
The Xiamen section of the Xiamen-Kinmen Bridge is about 19.6 kilometers long overall, including about 14.2 kilometers of main sea-crossing bridge.
The main route of the Xiamen-Kinmen Bridge is planned to have 8 lanes in both directions, with a design speed of 100 kilometers per hour.
The Mainland Affairs Council reiterated that the government has no policy or plans to build a cross-strait bridge, so construction on the Kinmen section cannot begin unilaterally.
Era News poll: Blue-white split in Hsinchu County race? Cheng Chao-fang leads Hsu Hsin-ying by 8.3 percentage points, with more than 3 tenths of “little grass” supporters backing him
Published ・ Source Taiwan | 風傳媒
An Era News poll of the Hsinchu County magistrate election found that Cheng Chao-fang of the Taiwan People's Party leads Hsu Hsin-ying of the Kuomintang by 8.3 percentage points, and has the support of more than 3 tenths of “little grass” supporters.
EXCLUSIVE: Hair dryers used to peel off labels, fake servers used in swaps! Author of “The Jensen Huang Story” reveals how 輝達 chips are shipped to China: “This country” serves as a transit hub
Published ・ Source Taiwan | 風傳媒
輝達 CEO Jensen Huang is under board investigation over allegations of an extramarital affair and chip smuggling, and could face removal. Author Witt revealed that Malaysia was used as a chip transit hub, while 美超微 was also implicated in a fake-server case; the U.S. government has launched an investigation.
Facts
Jensen Huang admitted to having an extramarital affair with former Megaspeed executive Huang Le, and 輝達's board launched an independent investigation.
No need to bake or steam sweet potatoes! Insiders share 1 simple “no-heat” trick to boost sweetness, leaving them soft and fluffy without getting soggy
Published ・ Source Taiwan | 風傳媒
A user shared an air-fryer sweet potato recipe on Threads. After baking at 2 different temperatures and soaking in cold water, the sweet potatoes came out exceptionally sweet and fluffy, sparking online discussion.
Facts
The air-fryer sweet potato steps shared by the user were: bake at 180 degrees for 12 minutes, soak in cold water for 30 seconds, then bake at 200 degrees for another 15 minutes.
The user described the result as “the sweetest sweet potato I've ever eaten,” saying it was even sweeter than candy.
A nutritionist said air-frying sweet potatoes causes them to lose water, increasing their calorie density for the same weight.
Sweet potatoes contain nutrients including dietary fiber, beta-carotene and potassium.
After sweet potatoes are steamed, cooled and refrigerated, some of their starch becomes resistant starch, which may help slow digestion and absorption.
Who would step in if Jensen Huang steps down? Report says 輝達 board favors CFO Colette Kress; who is the 13-year veteran of 輝達?
Published ・ Source Taiwan | 風傳媒
輝達 CEO Jensen Huang is embroiled in an extramarital affair scandal, and the board has reportedly discussed replacing him and begun looking for a successor. CFO Colette Kress is rumored to be in line as interim CEO. The stock plunged more than 9%, as the market watches for further personnel changes and the earnings release on November 17.
Facts
輝達's board has met to discuss replacing Jensen Huang and has hired an outside executive search firm to find a successor.
Some board members favor appointing CFO Colette Kress as interim CEO.
輝達 shares plunged more than 9% after the news broke following the market close on the 11th.
Colette Kress joined 輝達 as CFO in 2013 and has now held the position for 13 years.
Vice President Buck is a key figure in developing the CUDA software platform and is seen as the leading choice for a long-term successor.
輝達 will release its third-quarter earnings on November 17 U.S. time.
The Love River embankment gets a fresh new look! 1-kilometer waterfront greenway on both banks opens ahead of schedule, offering residents a new place to stroll
Published ・ Source Taiwan | 風傳媒
The Kaohsiung City Government's Water Resources Bureau invested NT$187 million to repair the Love River embankment damaged by a typhoon. The work finished ahead of schedule, and about 1 kilometer of waterfront greenway on both banks opened in early November, with nearby traffic signals also upgraded.
Facts
The Kaohsiung City Government's Water Resources Bureau invested about NT$187 million in a project to improve the Love River embankment's waterfront promenade.
The Love River embankment waterfront promenade opened in full in early November.
The improvement project connects about 1 kilometer of waterfront greenway on both banks, from Mingcheng 2nd Road to Tianxiang 2nd Road.
The project repaired 1 loop trail, 5 entrance and exit paths, and 9 cross-connection paths.
The slippery glass paving on the north bridge was replaced with durable, slip-resistant brushed flooring.
The Transportation Bureau worked across departments to improve bicycle path connections, reducing waits at 2 traffic lights.
The Love River embankment park was repaired after facilities and plantings were damaged by the 113-year typhoon.
New Taipei backs businesses! Fundraising, investment and business opportunities all in one: Registration is now open for the “2026 New Taipei City Venture Capital Matching and Business Exchange”
The event will bring companies together face-to-face with venture capital firms and strategic investors to promote funding and business partnerships.
Original活動邀請櫃買中心及信保貸款承貸銀行到場，提供資本市場及融資貸款相關資訊。
The exchange will focus on industries including AI, SaaS, advanced manufacturing and the semiconductor supply chain, green energy technology services, and biomedicine and health technology.
Companies can register to participate in the event either by setting up an exhibition booth and giving a presentation on stage, or by attending the exchange.
鴻海 reported its third-quarter 2026 results, with revenue and profits rising sharply. AI business and ICT products are driving an upbeat outlook for the fourth quarter and 2027, as the company continues to boost profitability and capital spending.
Facts
Third-quarter revenue was NT$3.02 trillion, up 46% year over year and 19% quarter over quarter; gross profit was NT$181.5 billion, up 39% year over year and 17% quarter over quarter; operating profit was NT$115.4 billion, up 64% year over year and 22% quarter over quarter.
AI business is expected to continue growing in the fourth quarter, while ICT products enter their traditional peak season, driving strong quarter-over-quarter and year-over-year growth in overall revenue.
Operations are expected to maintain double-digit growth in 2027, with AI remaining the core growth driver.
鴻海’s ASIC AI server shipments rose 1.5 times year over year in the third quarter, outpacing the approximately 70% growth in GPU AI servers.
EBITDA for the first 3 quarters of this year reached NT$369.2 billion, up 50.3% year over year and already exceeding last year’s full-year total; capital spending increased 43%.
高盛 Raises Fed Rate Forecast, Sees 1 Rate Hike Each in December and March Next Year
Published ・ Source Taiwan | 鉅亨網
高盛 raised its Federal Reserve rate forecast, keeping its projection of a 1-rate-hike move in December and adding another 1-rate-hike forecast for March next year. With the inflation outlook worsening, the Fed may raise rates to a higher level, with 4 rate cuts expected starting in late 2027.
Facts
高盛 raised its Federal Reserve rate forecast, adding a projection for a 1-rate-hike move in March 2027.
October inflation data came in higher than expected, and the inflation outlook has worsened for the third consecutive month.
Markets put the probability of a 1-rate-hike move in December at nearly 90%, and the probability of a 2-rate-hike move at about 10%.
高盛 expects the Fed to cut rates 4 times from late 2027 through 2028.
The 2-year U.S. Treasury yield jumped 18 basis points in a single day, closing at 4.75%.
中石化: Exiting CPL Business to Improve Operating Performance, Reduce Losses and Preserve Resources for Transformation
Published ・ Source Taiwan | 鉅亨網
中石化’s board resolved to shut down the CPL production line at its Xiaogang plant in Kaohsiung to improve operating performance. Facing excess capacity in China and cost pressures from geopolitical factors, the company decided to exit the business to stem losses. This will leave Taiwan without domestic CPL production capacity, as the company shifts toward producing higher-value chemicals.
Facts
中石化’s board resolved to shut down and decommission the 200,000-ton CPL production line at its Xiaogang plant in Kaohsiung.
As of 2026, China accounted for about three-quarters of global CPL production capacity.
Following this decision, Taiwan will have no domestic CPL production capacity.
中石化 is Taiwan’s only CPL producer.
中石化 will deepen the integration of its acrylonitrile (AN) business with 高塑’s methyl methacrylate (MMA) business through an equity acquisition of 高塑.
[鴻海 Earnings Call] Liu Yangwei: U.S. Midterm Elections Won’t Affect AI Investment in the Short Term; ASIC Server Growth May Outpace GPU Next Year
Published ・ Source Taiwan | 鉅亨網
鴻海 Chairman Liu Yangwei said the U.S. midterm elections would not hinder AI investment in the short term and that customers might accelerate deployment. Driven by growing inference demand, 鴻海’s ASIC server shipments surged in the third quarter. The company expects ASIC growth to outpace GPU growth in the future and will strengthen its vertical integration advantages.
Facts
鴻海 Chairman Liu Yangwei said the U.S. midterm elections would not affect AI investment in the short term, and customers that have already placed orders may speed up deployment.
鴻海’s third-quarter ASIC AI server shipments rose 1.5 times year over year, compared with approximately 70% growth for GPU servers.
Development of an AIC has reportedly been shortened to about 9 months.
Research firms estimate that ASIC AI servers’ share of shipments will rise from 27.8% in 2026 to 40% in 2030.
鴻海 expects both GPU and ASIC to continue growing in 2027, with ASIC potentially growing faster.
[Taiwan Dollar] Stocks and Currency Hit Again! Intraday Low Near 33; Closes Slightly Down 2.9 Cents at 32.889
Published ・ Source Taiwan | 鉅亨網
The New Taiwan dollar fluctuated lower amid U.S. inflation data and a stronger U.S. dollar index, closing at 32.889. Taiwan stocks also plunged more than a thousand points, weighed down by heavyweight electronics shares, although the 3 major institutional investors bought shares against the trend and foreign investors’ selling eased.
Facts
The New Taiwan dollar closed at 32.889 against the U.S. dollar, down 2.9 cents from the previous day.
The exchange rate in the Taipei foreign exchange market touched an intraday low of 32.994 today, nearing the 33 mark.
Taiwan’s weighted stock index plunged 1165.28 points today, closing at 43091.87.
The 3 major institutional investors bought a net total of NT$5.16 billion against the trend today, including net purchases of NT$12.385 billion by investment trusts.
Foreign and mainland Chinese investors together recorded net sales of NT$685 million today, while dealers recorded net sales of NT$6.541 billion.
The U.S. dollar index strengthened and broke above 103 after U.S. CPI came in higher than expected.
Trading volume at the Taipei Foreign Exchange Inc. totaled US$1.651 billion today.
中保科’s Net Profit Up Nearly 4% in First 3 Quarters; EPS Reaches 4.94; Expands AI Governance Applications
Published ・ Source Taiwan | 鉅亨網
中保科技 (9917-TW) reported its results for the first 3 quarters of 2026, with net income after tax up nearly 4% year over year to NT$2.302 billion and EPS at 4.94. Chairman Lin Chien-han announced an AI governance initiative, emphasizing a balance between innovation and risk control. The company also demonstrated that AI had cut procurement process time by 97% and launched its my omni intelligent assistant system to improve organizational efficiency.
Facts
中保科技’s net income after tax for the first 3 quarters of 2026 was NT$2.302 billion, up 3.99% year over year, with earnings per share of 4.94.
中保科技’s revenue for the first 3 quarters of 2026 was NT$14.416 billion, with a gross margin of 33.67%.
中保科技 Chairman Lin Chien-han announced the launch of a company-wide AI governance initiative.
Using AI to analyze procurement quotations cuts about 60 minutes of compilation work to about 3-5 minutes, saving about 97% of the time.
中保科技’s self-developed intelligent assistant system, my omni, is now online, offering 4 dedicated AI services for documents, HR, SALES and after-sales support.
[東元 Earnings Call] First 3 Quarters Profit NT$5.582 Billion, EPS 2.38; AIDC Orders Top NT$10 Billion This Year
Published ・ Source Taiwan | 鉅亨網
東元 reported its results for the first 3 quarters, with net income after tax of NT$5.582 billion, up 33.3% year over year. General Manager Kao Fei-yuan said strong AIDC demand had lifted orders to more than NT$10 billion this year, and the company had entered the Japanese market for the first time. He expects the momentum to continue into next year.
Facts
東元’s net income after tax for the first 3 quarters was NT$5.582 billion, up 33.3% year over year.
東元 expects AIDC orders to exceed NT$10 billion this year.
東元 General Manager Gao Feiyuan.
東元 and Japan's GMI Cloud are partnering to build an AI modular data center in Kagoshima.
東元 reported revenue of NT$47.785 billion for the first 3 quarters, up 9.2% year over year.
Shih Chen-jung Named APEC Representative; Lai Ching-te Expects Him to Advance Three Key Proposals to Build a Reliable AI Supply Chain
Published ・ Source Taiwan | 鉅亨網
President Lai Ching-te has appointed 宏碁 founder Shih Chen-jung as Taiwan's representative to the 2026 APEC Economic Leaders' Meeting, asking him to convey three key proposals: actively participating in international affairs, building a reliable AI supply chain, and deepening partnerships, to raise Taiwan's international profile.
Facts
The 2026 APEC Economic Leaders' Meeting will be held in Shenzhen, China, on Nov. 18 and 19.
President Lai Ching-te has appointed 宏碁 Group founder Shih Chen-jung as Taiwan's representative to the leaders' meeting.
Lai Ching-te has tasked Shih Chen-jung with conveying 3 key priorities, including building a resilient and reliable AI technology supply chain.
宏碁 Group Chairman Jason Chen and 廣達 Chief Technology Officer Chang Chia-yuan attended the delegation's pre-departure press conference.
Shih Chen-jung attended the APEC Economic Leaders' Meeting held in Sydney, Australia, in 2007.
華碩 released its 2026 Q3 financial results, with revenue and profit hitting record highs and strong growth in its AI PC and server businesses. Server revenue is expected to rebound sharply in the fourth quarter, while the company is positioning itself in the next-generation Agentic AI PC ecosystem.
Facts
Original2026年第三季品牌合併營收達新台幣2,588億元，年增36%
Third-quarter operating profit reached NT$22 billion, up 161% year over year
Revenue from broadly defined AI PCs (including NPU-equipped models) rose more than 100% year over year, accounting for 53% of the brand's internal shipments
Third-quarter server revenue at the Infrastructure Business Group (ISBG) achieved 100% growth, doubling
華碩 and 微軟 are among the first companies globally to launch products featuring the NVIDIA RTX Spark platform
Fourth-quarter server revenue is expected to rise 150% quarter over quarter and 280% year over year
Inventory at the end of the third quarter rose to NT$463.9 billion, while total assets reached NT$1 trillion
AI cloud services provider CoreWeave reported better-than-expected third-quarter results, sending its shares up nearly 25%, but surging interest expenses and high debt levels led analysts to maintain an Underperform rating.
〈韋僑 Outlook〉 Preparing for Double-Digit Business Growth Next Year and Launching a ¥100 Million Investment Plan in Japan
Published ・ Source Taiwan | 鉅亨網
韋僑 (6417-TW) posted record profit for the first 3 quarters of 2026, with net income after tax of NT$240 million. General Manager Chiang Hung-yu said that, benefiting from a recovery in medical demand and increased volume from new projects, the company expects double-digit revenue growth in 2027 and has completed preparations for production capacity and equipment.
Facts
韋僑 posted net income after tax of NT$240 million in the first 3 quarters of 2026, with earnings per share of NT$5.68.
韋僑 expects double-digit business growth in 2027.
By the end of this year, 韋僑 will have completed all equipment purchases needed to meet market demand growth in 2027.
韋僑 plans to lease 希華's former factory in Yonezawa, Japan, install equipment there, and begin operations.
韋僑's full-year capital expenditure is expected to be about NT$60 million in 2026, with plans to increase it to NT$160 million in 2027.
韋僑's medical applications rose from 30% of its business last year to 33% this year.
韋僑's production line in Japan is expected to begin operations in the second quarter of 2028.
Jensen Huang's Moves Draw Attention! Kung Ming-hsin Declares: Taiwan Firms Handle Nearly All High-End AI Servers, and Orders Are Rock-Solid
Published ・ Source Taiwan | 鉅亨網
Minister of Economic Affairs Kung Ming-hsin responded to rumors of leadership turmoil at NVIDIA, stressing Taiwan's pivotal role in the high-end AI server supply chain and saying orders would not be affected. On power supply, he said growth in electricity demand has exceeded expectations and that the government is assessing whether to review power development plans more frequently to ensure a stable supply.
Facts
Minister of Economic Affairs Kung Ming-hsin stressed that the global AI trend is firmly established and that almost all high-end AI servers rely on manufacturing and shipments from Taiwan.
Original今年國際電子資訊大廠對台採購金額首度突破3000億美元，達3200多億美元。
A total of 25 large natural gas power units are scheduled to come online across Taiwan over the next 10 years, providing an additional 26GW of electricity.
Construction of each new natural gas power unit takes 6 to 7 years, so it cannot be done overnight.
Recent growth in electricity demand has been higher than the originally projected annual rate of 2.5%.
【Stocks with High Volume and Strong Gains】Jensen Huang Facing a Shake-Up? Is the AI Bubble Reemerging?!
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks pulled back amid the Jensen Huang controversy and profit-taking, but U.S. AI stocks rebounded strongly and Taiwan's October revenue hit a record high. Institutional investors see long-term potential in the AI supply chain and recommend watching companies with tangible growth prospects.
Facts
The weighted index fell 1,165.28 points at the close today to 43,091.87, with trading volume of 1,013.294 billion.
Foreign investors have been net sellers for eleven consecutive days, while investment trusts have been net buyers for twenty-three consecutive days, with net purchases totaling NT$446.738 billion.
CoreWeave's third-quarter revenue beat market expectations, and the company raised its full-year guidance, sending its shares soaring more than 24% in a single day.
Combined revenue of Taiwan-listed and OTC-listed companies reached NT$6.74 trillion in October, topping NT$6 trillion for 3 consecutive months and setting a new monthly record.
台積電 reported consolidated revenue of NT$586.89 billion in October, up 14.7% month over month and 59.7% year over year.
Automotive Components Lift Q3 Gross Margin to 22%; Outlook Positive for Q4 and Next Year
Published ・ Source Taiwan | 鉅亨網
LED maker 艾笛森 posted third-quarter revenue of NT$779.8 million, with gross margin rising to 22%, benefiting from growth in automotive and lighting businesses. By optimizing its product mix, strengthening optical design capabilities, and adjusting capacity, the company expects business to remain on an upward trajectory in Q4 and next year.
Facts
艾笛森's third-quarter consolidated revenue reached NT$779.8 million, up NT$89.58 million from the second quarter, a quarter-over-quarter increase of about 13%.
艾笛森's third-quarter gross margin rose to around 22% from an average of 20.6% in the second quarter.
艾笛森 continues to restructure its lighting business, phasing out general lighting products with low gross margins and shifting toward high-end applications such as plant lighting and medical lighting.
艾笛森's board approved the establishment of a joint venture specializing in optical design to strengthen the group's vertical integration capabilities.
The handover and inspection of 艾笛森's factory and office building in Zhongli was completed at the end of the second quarter this year, and production lines are expected to be moved after renovations are completed by year-end.
艾笛森's optical communications and sensing components have expanded into fields such as 3D printing and logistics robots.
艾笛森 has informed customers of raw material costs and raised prices, receiving their understanding and acceptance.
華碩 announced the launch of new RTX Spark products in collaboration with NVIDIA, with market share exceeding 30%. In response to rising memory prices, 華碩 is making dynamic adjustments and forecasts that the global PC market will shrink 10% to 15% year over year in 2027.
Facts
The new RTX Spark series, launched by 華碩 in collaboration with NVIDIA as part of the first global wave of releases, has received an excellent market response. All units in the initial shipment have been reserved, pushing market share above 30%.
華碩 can no longer pass 100% of memory price increases on to end-user prices and must make dynamic adjustments for different product segments.
華碩 has adjusted the memory specifications of some entry- and mid-range models from 16G to 8G to balance product price competitiveness and user experience.
華碩 expects the global PC market to shrink 10% to 15% year over year in 2027.
華碩 estimates that fourth-quarter PC business revenue will decline 15% quarter over quarter, but still rise 15% year over year.
〈華碩 earnings call〉Server revenue seen surging 150% quarter over quarter in Q4, with high double-digit growth in sight next year
Published ・ Source Taiwan | 鉅亨網
At its earnings call, 華碩 forecast that fourth-quarter server revenue would rise 150% quarter over quarter and 280% year over year, with a full-year growth target of more than 150%. For 2027, the company said it was confident its server business could achieve high double-digit growth, noting that demand for AI computing power continues to increase while tight financing and stricter regulation are driving industry consolidation.
Facts
華碩 estimates that fourth-quarter server business revenue will rise 150% quarter over quarter and as much as 280% year over year.
華碩's third-quarter server revenue rose 100% year over year, accounting for 30% of total branded revenue.
華碩 is confident its full-year server revenue will meet a growth target of at least 150%.
華碩's third-quarter revenue from general-purpose CPU servers rose 80% year over year, accounting for 20% of its server revenue.
For 華碩's NeoCloud customers, the Asia-Pacific region accounts for about 40% to 50% of revenue, Europe about 30%, and North America about 20% to 30%.
華碩 co-CEO Hu Shubin said the company was highly confident its server business would achieve double-digit or even high double-digit annual growth next year, and internally aspired to challenge three-digit growth.
華碩's server CPU supply remains tight. Although memory supply is prioritized over PCs, it still requires close management.
Three key e-commerce growth drivers converge as 欣新網 posts nearly 4 tenths year-over-year profit growth in Q3
Published ・ Source Taiwan | 鉅亨網
E-commerce services provider 欣新網(2949-TW) reported after-tax net income of NT$72 million for the first 3 quarters, up 7.95% year over year. Third-quarter revenue and profit both grew sharply, by 36.46% and 39.78%, respectively, indicating improved operating efficiency.
Facts
欣新網's after-tax net income for the first 3 quarters was NT$72 million, up 7.95% year over year.
欣新網's third-quarter consolidated revenue was NT$1.802 billion, up 36.46% year over year.
欣新網's third-quarter after-tax net income was nearly NT$21.5 million, up 39.78% year over year.
欣新網 has conducted more than a thousand livestreams so far this year.
〈鴻海 earnings call〉Liu Yangwei: AI rack shipments to post high double-digit growth next year, market share to rise; more NeoCloud customers to be added
Published ・ Source Taiwan | 鉅亨網
鴻海 Chairman Liu Yangwei said at an earnings call that the company remained cautiously optimistic about next year and expected double-digit growth. AI rack shipments are expected to maintain high double-digit growth, with more NeoCloud customers to be brought on board.
Facts
鴻海 Chairman Liu Yangwei said at an earnings call that the company expected double-digit growth next year, with AI rack shipments likely to maintain high double-digit growth.
The IMF estimates global economic growth of about 3.4% in 2027, up from 3.1% this year.
鴻海 expects AI rack shipments to maintain high double-digit growth in 2027, with more NeoCloud providers joining.
Consumer smart products are relatively less affected by shortages of components such as memory, as key customers primarily position their products in the high-end segment.
As customers' overseas projects enter mass production and delivery phases in succession next year, revenue related to electric vehicles is expected to continue growing.
Risk of contagion from the 'central bank of AI'? Regulators wary of cascading risks as 輝達's 'too big to fail' status faces a tough test
Published ・ Source Taiwan | 鉅亨網
輝達 is seen as the 'central bank of AI' because of its CEO scandal and vast financing network, prompting regulators to warn of cascading risks. Although the IMF has warned of rising leverage, officials consider a repeat of the financial crisis unlikely, and the rise of competitors could limit the fallout.
Facts
輝達 CEO Huang Renxun is embroiled in an extramarital affair scandal, raising market concerns that a major setback for him could transmit risks through a vast financing network to the entire AI industry and even the financial system.
Wall Street has dubbed 輝達 the 'central bank of AI' because it has made hundreds of billions of dollars in financing commitments to other companies.
Former FDIC Chair Sheila Bair said 輝達 is not a too-big-to-fail institution from a banking perspective, but its collapse would be a seismic event.
輝達 has committed to buying up to $36 billion in cloud services from emerging cloud providers and providing up to $105 billion in guarantees for OpenAI and SB Energy's Ohio data center project.
The IMF warned that the share of the $15 trillion investment-grade bond market accounted for by debt issued by hyperscale cloud service providers soared from 1% to 10% in just 2 years.
Columbia Business School professor Stijn Van Nieuwerburgh estimates that 輝達-related obligations total about $400 billion, but compared with its market capitalization of more than $4 trillion, the system still has substantial equity capital as a buffer.
Stocks open higher then retreat as trading volume tops NT$1 trillion: sell-off or shakeout? National Stabilization Fund enters the 'second half' of its defense period, with one key factor determining whether this year's gains hold
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged under short-term selling pressure and technical resistance, with trading value topping NT$1 trillion. The National Stabilization Fund's market-support effort has entered a volatile second half, and the market has shifted to choppy consolidation. Investors should watch trading-position signals to preserve gains.
Facts
The weighted index closed down 1,165.28 points at 43,091.87.
Taiwan stock trading value was about NT$1 trillion today, in a pattern of rising volume and falling prices.
After several days of sharp gains, 台積電(2330-TW), the market heavyweight, is seeing excessive short-term deviation from its moving average and entering a high-level consolidation.
The broader market faced resistance from the monthly moving average, which was turning sharply downward overhead, leading to a marked pullback after midday.
Based on historical patterns during the golden ten-trading-day period following the National Stabilization Fund's announcement that it would enter the market, trading has now officially entered a more volatile second half.
〈韋僑 outlook〉Revenue and profit hit records for 4 consecutive quarters; EPS for the first 3 quarters reaches NT$5.68, Q4 outlook remains positive
Published ・ Source Taiwan | 鉅亨網
韋僑 posted record-high revenue and profit in the third quarter of 2026, with EPS of NT$5.68 for the first 3 quarters. Analysts are optimistic about a recovery in medical application demand and the benefits of a new plant, forecasting full-year EPS of up to NT$7.5 and a positive Q4 outlook.
Facts
韋僑's third-quarter revenue in 2026 was NT$510 million, up 25.85% year over year and marking a record for 4 consecutive quarters.
韋僑's third-quarter after-tax net income in 2026 was NT$87.49 million, with quarterly EPS of NT$2.07.
韋僑's cumulative EPS for the first 3 quarters of 2026 reached NT$5.68.
韋僑's medical applications accounted for 33% of its business this year, up from 30% last year.
Analysts forecast 韋僑's full-year 2026 EPS could reach NT$7.5.
A pullback! Opportunities to get positioned: 台積電, 鴻海, 建榮, 富邦金
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged by a thousand points today amid foreign investor selling and policy uncertainty, closing at 43,091 points. Despite strong AI demand, the market has entered a choppy consolidation phase. Analysts recommend focusing on high-quality AI supply-chain companies and building positions in stages to manage volatility.
Facts
Original台股終場大跌1,165點，收在43,091點，成交值擴增至約1兆152億元。
CoreWeave's third-quarter revenue reached $3.661 billion, up about 168% year over year.
CoreWeave raised its full-year 2026 revenue forecast to $13 billion–$13.3 billion.
輝達 shares plunged more than 8% after hours as controversy related to Huang Renxun continued to escalate.
After 5 consecutive trading days of a sharp rally totaling more than 6,688 points, short-term profit-taking pressure has emerged.
The 金融時報 reported that subscription orders received during Anthropic’s IPO roadshow have reached several times the number of shares available for allocation.
Klarna and StubHub both saw their IPOs heavily oversubscribed, but their share prices still fell below their offering prices at one point after listing.
CoreWeave reports good news, OpenAI revenue hits $10 billion! Micron and Lumentum rally as far as can the AI hardware chain’s rebound go?
Published ・ Source Taiwan | 鉅亨網
Cloud newcomer CoreWeave reported better-than-expected results and raised its forecast, while OpenAI revenue reached $10 billion, helping shares of AI hardware chain companies such as Micron and Lumentum rebound. However, Nvidia fell sharply after hours amid rumors that its CEO could be ousted, leaving doubts about the rally’s staying power.
Facts
CoreWeave shares surged nearly 25% on Wednesday, while additional fundraising at the parent-company level is estimated at less than $5 billion.
OpenAI’s revenue grew about 50% from the second quarter to the third quarter, reaching $10 billion.
Micron (MU-US) shares surged nearly 12%, while Sandisk (SNDK-US) shares rose 13.7%.
Nvidia (NVDA-US) plunged 8.6% after hours amid reports that CEO Jensen Huang could be ousted by the board.
Lumentum Holdings (LITE-US) rose 10.7%, while Coherent (COHR-US) gained 9.3%.
Hong Kong’s 4 major indexes all closed lower on the 12th. The Hang Seng Index fell 1.26%, narrowly holding above 24,000 points, while the Hang Seng Tech Index dropped 2.36%. Technology and precious metals stocks led the declines amid controversy over 輝達’s CEO and expectations of U.S. policies restricting access to AI chips.
Facts
The Hang Seng Index closed at 24008.55 points, down 307.37 points, or 1.26%.
The Hang Seng Tech Index closed at 3931.93 points, down 2.36%.
The United States will bar Chinese companies from remotely accessing AI chips through data centers located in other countries.
一微科技 shares gained more than 38% on their first day of trading.
紫金黃金國際 shares fell 10.35%.
The House of Representatives passed the Remote Access Security Act by a vote of 369 to 22.
Double 11 trends: PChome 24h購物’s top sellers led by 3C and everyday fast-moving consumer goods
Published ・ Source Taiwan | 鉅亨網
PChome 24h購物, under 網家, posted strong single-day sales during its Double 11 promotion, with sales up nearly 7 times. Consumers actively bought 3C products and daily necessities, reflecting a trend in which pragmatic spending coexists with upgrading interests.
Facts
PChome 24h購物’s single-day sales during its Double 11 promotion were nearly 7 times higher than on a typical day.
The top 5 sellers in the 3C category were smartphones, laptops, televisions and display equipment, game consoles, and desktop computers.
The top 5 sellers in the department store and lifestyle category were gift certificates, serums, pull-out tissues, building blocks, and scooters.
Sales of camping equipment during the Double 11 promotion rose nearly 1.5 times year over year.
Sales of video games during the Double 11 promotion increased nearly 1.2 times.
PChome 24h購物 will begin shipping physical boxed copies of Grand Theft Auto 6 (GTA 6) today.
鉅亨投資 Radar: Is the sharp drop in U.S. stocks due to recession, or has the market mispriced them? Should you sell your stocks?
Published ・ Source Taiwan | 鉅亨網
鉅亨投資 analyzed the recent sharp drop in U.S. stocks, noting that technology stocks have medium- to long-term rebound potential and that the risk of a U.S. recession is low. It advises investors not to panic-sell because of short-term volatility and suggests allocating some funds to bonds or value funds to balance risk.
Facts
Backtesting shows that for U.S. technology stocks, after declines of more than 10% over the past 20 trading days since 1976, the average return one year later was 11.8%.
If the U.S. economy does not enter a recession, technology stocks can deliver an average return of 25.3% over one year; if it enters a recession, the average return is -2.8%.
Current indicators, including the unemployment rate (the Sahm Rule indicator) and the yield spread between short- and long-term maturities, point to a low probability of a U.S. recession.
If the United States avoids recession, average returns over the following year for the Taiwan, India, emerging Asia, and Japan stock markets are 18.3%, 15.9%, 14.5%, and 12.2%, respectively.
Backtesting comparing a simple buy-and-hold approach with simulated stop-loss strategies shows that buy-and-hold delivers better average returns over periods of one to five years than trying to time market entries and exits.
中租-KY: China asset quality stabilizes, Taiwan funding tightness nears its peak; Chen Fenglong takes a positive view of 2027
Published ・ Source Taiwan | 鉅亨網
中租-KY’s third-quarter earnings briefing showed that net profit after tax for the first 3 quarters rose 6% year over year to NT$15.88 billion. Chairman Chen Fenglong said asset quality in mainland China had improved and principal grew for 3 consecutive months. Tight funding in Taiwan is nearing its peak, and the impact of oil prices in ASEAN will ease, so he is positive about the company’s operating outlook for 2027.
Facts
中租-KY’s self-reported consolidated net profit after tax for the first 3 quarters of this year was NT$15.88 billion, up 6% year over year.
Mainland China’s annualized credit cost for the first 3 quarters was about 3.7%, significantly below 4.5% in the same period last year.
Principal in the mainland China business has grown for 3 to 4 consecutive months.
Credit assets in ASEAN reached NT$125.08 billion as of the end of September 2026, up 10% year over year.
ASEAN recorded a profit of NT$620 million in the third quarter, down 21% from NT$780 million in the second quarter.
The main reasons for higher funding costs in Taiwan are the hot Taiwanese stock market and funding demand driven by AI investment.
Jensen Huang scandal widens! 輝達 price target cut by six tenths; H200 China sales ban could lead to $5 billion impairment
Published ・ Source Taiwan | 鉅亨網
A controversy over 輝達 CEO Jensen Huang’s alleged extramarital affair has raised concerns on Wall Street about management risk and the company’s China chip business. Baird downgraded the stock to Neutral and cut its price target in half to $200, warning that an H200 ban could result in a $5 billion impairment. 摩根士丹利 also removed the stock from its top picks.
Facts
Baird analyst Tristan Gerra downgraded 輝達 from “Outperform” to “Neutral” and slashed his price target by six tenths, from $500 to $200.
Investment Radar: Taiwan stocks plunge and rebound—is the AI rally back, or is this just a “dead-cat bounce”?
Published ・ Source Taiwan | 鉅亨網
Concerns about AI regulation sparked by the U.S. midterm elections sent Taiwan stocks tumbling into a bear market, while foreign investors made heavy withdrawals. However, expectations for AI capital spending by major technology giants continue to be revised upward, indicating that the long-term investment trend remains intact. The market’s focus has shifted to verifying corporate earnings.
Facts
Taiwan stocks fell from a high near 50,000 points in early October, breached the 40,000-point mark on Nov. 6, and are down more than 20% cumulatively.
Foreign investors’ cumulative net sales of Taiwan stocks since October have reached NT$1.5 trillion.
Capital expenditure estimates for 亞馬遜, 谷歌, Meta, and 微軟 rose from $408.9 billion in 2025 to $755.5 billion in 2026.
Capital expenditure by the 4 major cloud service providers is forecast to reach as much as $1.08 trillion in 2027.
Foreign investors sold a net NT$648.5 billion of Taiwan stocks from Nov. 2 to 10.
Fund interview: Are falling technology stocks an even better buying opportunity? A veteran with more than 10 years managing tech funds reveals the key to bottom-fishing
The MSCI Asia ex Japan Information Technology Index forecasts corporate earnings growth of about 250% this year, slowing to about 40% next year.
Memory stocks account for nearly two tenths of the 瀚亞亞洲科技資本家股票基金's holdings.
Some memory makers have order visibility extending into 2027, while customers have begun discussing capacity for 2028 in advance with some suppliers.
In the past, the market may have valued high-growth technology stocks at 50 or even 70 times earnings, but valuations have fallen markedly after the correction.
If employees use AI to boost work efficiency by 1.5 times to 2 times, companies will still have a strong incentive to keep investing.
〈China Stocks After the Close〉Losses Widen Again Late in the Session as Three Major Indexes Fall in Tandem
Published ・ Source Taiwan | 鉅亨網
China's three major A-share indexes opened lower across the board on Thursday (12th), with losses widening toward the close. The ChiNext Index fell 2.44%. Market turnover increased to 1.932 trillion yuan, but decliners far outnumbered advancers. Analysts forecast that the market could see structural opportunities and a second-stage rally in 2027.
Facts
The Shanghai Composite Index closed at 3,655.83 points on Thursday, down 0.67%.
The ChiNext Index closed at 2,509.43 points on Thursday, down 2.44%.
Turnover on the two markets totaled 1.932 trillion yuan, an increase of 255.7 billion yuan from the previous trading day.
Wind data showed that 4,634 stocks fell across the two markets and the Beijing Stock Exchange, while only 873 rose.
Fu Jingtao said he expects a “second-stage rally” to take shape in the second half of 2027.
Gogolook Q3 profit hits quarterly record, up nearly 7.5 times year over year; first-half earnings equal half of share capital
Published ・ Source Taiwan | 鉅亨網
Anti-fraud company Gogolook (6902-TW) reported its third-quarter results, with quarterly profit reaching a record and rising 745% year over year to NT$59.88 million. Cumulative profit for the first three quarters was NT$178 million, while revenue for the first 10 months had already surpassed the full-year figure for last year, reflecting business expansion and efficiency gains from AI adoption.
Facts
Gogolook posted third-quarter net income after tax of NT$59.88 million, or NT$1.69 per share, up 745% year over year.
Gogolook's cumulative net income after tax for the first three quarters reached NT$178 million, with EPS of NT$5.2.
Gogolook's third-quarter gross margin was 89.3%, and its operating margin was 19.0%.
Gogolook's revenue for the first 10 months reached NT$1.063 billion, surpassing its revenue for all of last year.
Gogolook's digital advertising revenue rose 55% year over year, accounting for 34% of total revenue.
Stock exchange: Global sustainable funds invest nearly US$78 billion in Taiwan stocks, favoring 760 listed companies
Published ・ Source Taiwan | 鉅亨網
臺灣證券交易所 and 標普全球能源 released a report showing that global sustainable funds have invested nearly US$78 billion in Taiwan, covering 760 companies and demonstrating the international competitiveness and tangible achievements of Taiwanese businesses in sustainability and corporate governance.
Facts
The investment in Taiwanese listed companies by 812 global sustainable funds totaled nearly US$78 billion.
Global sustainable funds' investments cover 760 Taiwanese listed companies.
The 760 companies backed by global sustainable funds account for about 98% of the total market capitalization of listed companies.
The average sustainability theme score of the 46 Taiwanese listed companies in the top 10% for CSA scores was higher than that of constituent companies in the Dow Jones Best-in-Class World Index and the Dow Jones Best-in-Class Emerging Markets Index.
Among the listed companies assessed, the disclosure rate for board independence information reached 100%.
Disclosure rates for Scope 1 and Scope 2 greenhouse gas emissions and energy consumption data each reached 98%.
The implementation rate for cybersecurity awareness training reached 99%, making it the theme with the largest improvement in average scores from 2020 to 2025.
Companies mentioned：臺灣證券交易所、標普全球能源、S&P Global Energy、標普全球能源 Sustainable1
Altman meets Samsung executives, admits to “double counting” in computing demand; only 2 true major buyers
Published ・ Source Taiwan | 鉅亨網
OpenAI CEO Sam Altman met with Samsung executives during a visit to South Korea, saying that AI computing demand involves double counting and carries short-term volatility risks, while emphasizing long-term growth in Token demand. The two sides discussed jointly developing next-generation AI terminal devices. Altman also warned Samsung that it needs a comprehensive transformation to meet future competition.
Facts
Altman admitted that AI computing demand involves “double counting,” and that there are only 2 true major buyers.
OpenAI's business model is to expand its operations by selling at scale with lower profit margins.
OpenAI is targeting next year to develop a screen-free smart speaker smaller than the palm of a hand.
Altman warned that companies not built around AI will struggle to remain competitive over the next 3 to 5 years.
Original三星電子與SK海力士去年10月宣布參與OpenAI主導的星際之門計畫。
If AI were put in charge of overall business processes, productivity could increase by as much as 100 times.
漢達 HND-039 enters China! Signs US$3 million licensing deal, targeting kidney and liver cancer markets - Global Bio & Technology
Published ・ Source Taiwan | 環球生技月刊
漢達生技醫藥 announced that it had signed a licensing agreement for HND-039 Omcazio in the China market with its investee 杭州漢達醫藥科技, with a license fee of US$3 million, targeting the kidney and liver cancer markets.
Facts
US$3 million
US$1.55 million
US$1.45 million
49% stake
Additional 51% equity stake
RMB1.7 billion
About 70,000 new kidney cancer patients each year
About 360,000 new liver cancer patients each year
The 9 mainland cities in the Guangdong-Hong Kong-Macao Greater Bay Area