# AI News 180m Report｜2026-11-12 21:00–24:00 JST｜Page 1 of 2

One place for news and notices from 2 countries/regions: Taiwan, 123 items from 6 sources; Japan, 23 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 輝達: Begins search for permanent CEO, considering internal and external candidates

- Published: 2026-11-12T23:46:13+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120377.aspx
- anchor: #n3859595
- Companies mentioned: 輝達、NVIDIA、新思科技、Synopsys、思科、Cisco、微軟、Microsoft

輝達 (NVIDIA) CEO Jensen Huang resigned amid an extramarital affair scandal, and Chief Financial Officer Colette Kress was named interim CEO. The company has begun a search for a permanent CEO, considering both internal and external candidates; the board appointed Harvey C. Jones as its first chairman.

Facts:
- An entrepreneur for more than 30 years
- Nearly 25 years

## Argument outside Jing'an MRT station ends with pepper spray; suspect arrested within 3 hours, sent to prosecutors on assault charges

- Published: 2026-11-12T23:41:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611120376.aspx
- anchor: #n3859593
- Companies mentioned: 中央社、雙和醫院、新北地檢署

An argument broke out outside Jing'an MRT station in New Taipei City's Zhonghe District. A man surnamed Pan sprayed a man surnamed Chen with pepper spray and left. Police apprehended the suspect within 3 hours and referred the case to prosecutors on charges of threatening the public and assault.

Facts:
- Within 3 hours
- In their 60s
- In his 50s

## 宸鴻: E-book shipments boost Q3 revenue; EPS reaches NT$4.07 in first 3 quarters

- Published: 2026-11-12T23:40:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120375.aspx
- anchor: #n3859594
- Companies mentioned: TPK-KY宸鴻科技、奕力-KY

宸鴻 Technology's Q3 revenue was lifted by growth in e-book shipments and the performance of subsidiary 奕力-KY, edging up 0.6% from Q2. Earnings per share for the first 3 quarters reached NT$4.07. Excluding revenue from 奕力-KY, revenue fell 5% from Q2 as demand was dampened by component shortages caused by AI infrastructure construction.

Facts:
- Up slightly 0.6% from Q2
- Q3 revenue rose 17.2% quarter over quarter
- Unaudited consolidated Q3 revenue of NT$19.35 billion
- Net income attributable to the parent company after tax was about NT$300 million
- Consolidated revenue of NT$56.47 billion from January to September
- Up 16.6% from the same period last year
- Net income attributable to the parent company after tax was NT$1.65 billion
- Up 58.7% year over year
- EPS for the first 3 quarters was NT$4.07
- Q3 revenue fell 5% from Q2
- Q3 gross profit was NT$2.2 billion
- Up 85.6% from Q2
- Gross margin was 6.2% in Q2
- Rose to 11.4%
- IC design products accounted for about 29.1% of Q3 revenue
- Made up 46% of Q3 non-IC design revenue
- Down from 52% in Q2
- Revenue share rose from 37% in Q2
- To 43%

## Tsai Ing-wen delivers video address at Berlin Freedom Week, shares Taiwan's vibrant civil society

- Published: 2026-11-12T23:36:17+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611120373.aspx
- anchor: #n3859589
- Companies mentioned: 中央社、台積電

Former President Tsai Ing-wen delivered a video address at the "Berlin Taiwan Conference," part of Berlin Freedom Week, sharing Taiwan's democratization, efforts to counter disinformation and community-led disaster relief experience. She stressed that civil society is a key pillar of democracy and cited 台積電's investment in Dresden as an example of cooperation.

Facts:
- The Berlin Wall fell in 1989
- The Wild Lily student movement in 1990
- Taiwan's first direct presidential election in 1996
- During Taiwan's 2018 elections
- After Hualien was hit hard by a typhoon last September
- Taiwan's 23 million people
- 8 direct presidential elections
- 3 peaceful transfers of power between political parties
- The 5th "Berlin Taiwan Conference"
- Organized 7 panel discussions

## 片山和之 to leave post; Han Kuo-yu hopes to continue promoting Taiwan-Japan friendship

- Published: 2026-11-12T23:36:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611120374.aspx
- anchor: #n3859590
- Companies mentioned: 中央社、日本台灣交流協會、台積電

立法院長韓國瑜接見即將離任的日本台灣交流協會台北事務所代表片山和之，感謝其深化台日關係的貢獻，並期盼其返日後持續鞏固雙邊友好。雙方就區域情勢及經貿交流交換意見，提及台積電於熊本縣投資及龐大旅遊人次等數據。

Facts:
- Over the past 3 years
- More than 6.76 million visits by Taiwanese travelers to Japan last year
- Expected to exceed 8 million this year
- 好感度均超過7成5
- Since taking up the post in Taiwan in November 2023
- His 43-year diplomatic career

## Huang resigns as CEO of 輝達; shares plunge more than 10% before market opens

- Published: 2026-11-12T23:28:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120372.aspx
- anchor: #n3859491
- Companies mentioned: 輝達、NVIDIA、中央社、CNBC

輝達 (NVIDIA) CEO Jensen Huang resigned as president and CEO amid allegations of an extramarital affair and national security concerns. Chief Financial Officer Colette Kress was named interim CEO. The news sent 輝達 shares down more than 10% in premarket trading, at one point falling to US$151.10.

Facts:
- Plunged 13%
- US$151.10

## 8 dead, 17 injured as 3-story building collapses in New York City; search and rescue continues

- Published: 2026-11-12T23:10:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120371.aspx
- anchor: #n3859442
- Companies mentioned: 中央社、美聯社

A 3-story building collapsed in Brooklyn, New York City, leaving at least 8 dead and 17 injured. About 250 firefighters took part in the search and rescue operation. The cause is under investigation.

Facts:
- 3 stories
- 8 people killed
- 17 people injured
- 3 firefighters
- 250 firefighters

## Taiwan Lottery Daily Cash 539 draw No. 115274: 1 top-prize winner

- Published: 2026-11-12T23:08:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120370.aspx
- anchor: #n3859443
- Companies mentioned: 中央社、台彩公司

The Taiwan Lottery Daily Cash 539 draw No. 115274 produced 1 top-prize winner, who will receive NT$8 million. There were also 153 second-prize winners, 33 first-prize winners in 3-Star and 3 first-prize winners in 4-Star.

Facts:
- Draw No. 115274
- 1 first-prize ticket
- Prize of NT$8 million
- 153 second-prize winners
- NT$20,000 prize per ticket
- 33 first-prize winners
- NT$5,000 prize per ticket
- 3 first-prize winners
- NT$50,000 prize per ticket

## One ticket wins the NT$316 million Power Lottery jackpot in Alian District, Kaohsiung

- Published: 2026-11-12T23:06:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120369.aspx
- anchor: #n3859438
- Companies mentioned: 中央社、台彩、金蓮華彩券行

The NT$316 million jackpot in Power Lottery draw No. 115091 went to a single ticket in Alian District, Kaohsiung. The winning ticket was sold at 金蓮華彩券行.

Facts:
- NT$316 million jackpot
- Draw No. 115091
- Won by 1 ticket

## Huang resigns as CEO of 輝達; CFO Colette Kress named interim CEO

- Published: 2026-11-12T23:01:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120368.aspx
- anchor: #n3859437
- Companies mentioned: 輝達、NVIDIA、中央社、路透社、紐約時報、The New York Times

輝達 CEO Jensen Huang resigned amid an extramarital affair scandal, and Chief Financial Officer Colette Kress was appointed interim CEO.

Facts:
- 輝達 has a total of 11 board members
- 與1名美國情報機構認定為中國間諜的女性
- 與1名直接向他匯報工作的高階主管

## Student protests damage 170 high schools in Greater Paris; losses estimated at NT$360 million, penalties planned

- Published: 2026-11-12T22:58:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120367.aspx
- anchor: #n3859376
- Companies mentioned: 中央社、巴黎人報、RTL電台

Greater Paris authorities estimate that more than 170 high schools have been damaged since student protests erupted in late September, with losses reaching €10 million (about NT$365 million). Officials are considering penalties, including cutting subsidies so those responsible can pay for the damage.

Facts:
- More than 170 high schools
- Losses reached €10 million
- About NT$365 million
- As many as 3/4 of high schools
- Carried out nearly 700 interventions
- The 160 interventions in October last year
- More than 60 people suffered injuries of varying severity
- A €100 subsidy for sports and cultural activities
- A €50 subsidy to encourage book purchases

## After nationwide strikes and protests, Spanish parliament passes housing protections

- Published: 2026-11-12T22:55:48+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120366.aspx
- anchor: #n3859311
- Companies mentioned: 中央社、法新社

After a wave of nationwide strikes and protests, Spain's parliament passed protections to restrict tenant evictions and improve housing affordability, but rejected a provision for automatic renewal of rental contracts. The move followed public outrage over the eviction of 87-year-old Abascal. Prime Minister Sánchez called an early election to seek support, while the right-wing opposition vowed to repeal the measures if it wins.

Facts:
- An 87-year-old retired woman living in Madrid
- An apartment she had lived in for 70 years
- Dates back to Sept. 23
- Abascal died in October
- An early general election will be held on Nov. 29

## Trump tells Mexico to stop migrant caravans from reaching the border or face doubled tariffs

- Published: 2026-11-12T22:55:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120365.aspx
- anchor: #n3859312
- Companies mentioned: 中央社、法新社、真實社群、Truth Social、美國最高法院

U.S. President Donald Trump threatened to double tariffs on Mexico if it failed to stop migrant caravans from reaching the border. However, the Supreme Court has limited his ability to impose tariffs, and the scope of his legal authority remains unclear.

Facts:
- Since September
- At least 2 batches
- Increased onefold

## Nine-in-One elections: Dates, speaking order and format of official policy presentations at a glance

- Published: 2026-11-12T22:52:16+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611125002.aspx
- anchor: #n3859309
- Companies mentioned: 中央社

2026年九合一選舉與「廢除非核家園」公投將於11月28日投開票，中選會公告18日至27日舉辦22縣市首長及議員公辦政見發表會，中央社整理各縣市時程與辦理方式。

Facts:
- 2026 Nine-in-One Elections
- Voting and ballot counting on Nov. 28
- To be held in succession from 18 to 27
- Heads of government in 22 counties and cities
- 30 minutes for opening statements
- Each person may speak for 12 minutes in each round
- Each candidate will have a total of 24 minutes to speak
- A total of 5 policy presentation sessions will be held for the referendum

## 特力向關係人取得越南不動產使用權資產

- Published: 2026-11-12T22:51:29+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611123009.aspx
- anchor: #n3859310
- Companies mentioned: 特力、Fortune Rite Int'l Co., Ltd.、AVIDA Co., Ltd.

特力公告向關係人取得兩筆越南胡志明市不動產使用權資產，以因應營運需求；同時通過第3季財報，前3季營收260.94億元。

Facts:
- A total of about 391.11 ping
- Lease term from Jan. 1, 2027, to Dec. 31, 2029
- Equivalent to about 100.43 ping
- Monthly rent, including tax, of 140.8 million Vietnamese dong
- About NT$183,040
- Total transaction value of NT$6,350,690
- About 290.68 ping
- Monthly rent, including tax, of 398.2 million Vietnamese dong
- About NT$517,660
- Total transaction value for use-right assets of NT$17,960,545
- Revenue of NT$26.094 billion for the first 3 quarters
- Cumulative net profit attributable to owners of the parent of NT$670 million
- Basic earnings per share of NT$1.31 for the first 3 quarters

## Taiwan's Asian Championship Series team was wary of Tomoya Masaki but still gave up 2 homers; Kao Chih-kang admits they were thoroughly shut down

- Published: 2026-11-12T22:43:44+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202611120364.aspx
- anchor: #n3859307
- Companies mentioned: 中央社、中職聯隊、日本隊、澳洲隊、韓國隊

中職聯隊 were shut out 0-5 by 日本隊 in their opening game of the Asian Baseball Championship Series. Manager Kao Chih-kang admitted they were outplayed by their opponents. Though they had been wary of Tomoya Masaki, they still gave up 2 home runs, prompting reflection on their failure to adjust their strategy in time.

Facts:
- 0-5
- 8-7
- 7th inning
- 2 homers
- 3 home runs

## Lee Yi-yang urges deeper Taiwan-Japan disaster-prevention cooperation in op-ed, hopes for support for Taiwan's participation in COP31

- Published: 2026-11-12T22:41:42+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611120363.aspx
- anchor: #n3859308
- Companies mentioned: 讀賣新聞、中央社

駐日代表李逸洋投書讀賣新聞，呼籲深化台日防災合作並支持台灣參與COP31。文中提及2030年減碳效益約4520萬公噸，以及台灣與日本、美國、澳洲及英國等國進行氣候合作。

Facts:
- 31st Conference of the Parties
- 2026 is an El Niño year
- Established on Nov. 2
- Emissions reductions of 45.2 million metric tons
- Expected in 2030

## Accton earns NT$58.09 per share in first 3 quarters, a record for the same period

- Published: 2026-11-12T22:34:37+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120362.aspx
- anchor: #n3859303
- Companies mentioned: 智邦科技、中央社

智邦科技 announced its third-quarter financial results, with earnings per share of NT$58.09 for the first 3 quarters, a record for the same period. Cumulative net profit after tax for the first 3 quarters totaled NT$32.445 billion, up 80.67% year over year, while revenue also rose substantially. The company is actively expanding capacity at its Guishan and Nanliao plants in Taoyuan and overseas, and approved a cash capital increase of 10,000 lots.

Facts:
- Third-quarter consolidated net profit after tax of NT$13.065 billion
- Up 18.27% quarter over quarter
- Up 67.08% year over year
- Cumulative consolidated net profit after tax of NT$32.445 billion for the first 3 quarters
- Up 80.67% year over year
- Third-quarter earnings per share of NT$23.39
- Third-quarter consolidated revenue of NT$120.744 billion
- Up 26.38% quarter over quarter
- Up 65.52% year over year
- Cumulative consolidated revenue of NT$286.402 billion for the first 3 quarters
- Up 62.45% year over year
- Third-quarter consolidated gross profit of NT$21.284 billion
- Up 13.08% quarter over quarter
- Up 70.02% year over year
- Third-quarter consolidated operating profit of NT$16.122 billion
- Up 12.49% quarter over quarter
- Up 79.12% year over year
- Cumulative consolidated gross profit of NT$53.808 billion for the first 3 quarters
- Up 68.27% year over year
- Consolidated operating profit of NT$40.502 billion for the first 3 quarters
- Up 75.92% year over year
- Up to 10,000 lots of common shares to be issued
- Total issue value of NT$100 million

## U.S. human rights and academic groups sign petition urging Congress to demand China release scholar Min Zin

- Published: 2026-11-12T22:33:35+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120361.aspx
- anchor: #n3859304
- Companies mentioned: 中央社、佛里基金會、Freedom House、美國之音、美國國務院

Several U.S. human rights and academic freedom organizations signed a joint petition calling on the U.S. Congress to pass resolutions demanding the immediate release of Min Zin, a Burmese American scholar who was unlawfully detained in China.

Facts:
- 7 organizations, among others
- Senate Resolution 865
- House Resolution 1549

## Chiang Wan-an's first day on leave packed with events; visits Gongguan night market in evening to seek support

- Published: 2026-11-12T22:32:33+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611120360.aspx
- anchor: #n3859305
- Companies mentioned: 中央社、慈濟

Chiang Wan-an's first day on leave was packed with events. He visited a market and attended a supporters' group event during the day, then canvassed for votes at the Gongguan shopping district night market in the evening to seek support.

Facts:
- 2026 Nine-in-One Elections
- 慈濟60週年活動
- A hand gesture representing No. 5
- 約1個半小時才結束行程

## 港媒：黃樂香港公司從印尼進口輝達晶片

- Published: 2026-11-12T22:27:31+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202611120359.aspx
- anchor: #n3859306
- Companies mentioned: 中央社、VFO International、MegaSpeed、輝達、Nvidia、香港01、VFO Health and Beauty （Hong Kong） Limited、VFO International Group Limited、第七大道、7Road International、MegaSpeed International、PT Megaspeed International Indonesia、C4ADS、利通電子、九算迅維

港媒報導指出，黃樂曾控股的香港公司VFO International從MegaSpeed印尼子公司進口輝達晶片及光學收發器；MegaSpeed被指為輝達在東南亞最大買家，營收與資產大幅增長。

Facts:
- 2018
- 2024
- 2023
- 800G optical transceivers
- September 2026
- VFO holds a 34% stake
- 2025
- First half of 2026
- 利通電子擁有九算迅維85%股權
- Over 2 years
- Purchased US$4.8 billion worth of chips
- Total assets of only US$32.89 million
- NT$1.08406 billion
- Revenue surged to US$290 million
- Total assets increased further to US$2.975 billion
- NT$98 billion

## Factory fire on Sanshu Road in Sanxia, New Taipei; keep windows and doors shut and wear masks when going out

- Published: 2026-11-12T22:13:28+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611120358.aspx
- anchor: #n3859301
- Companies mentioned: 中央社、新北市府消防局

A factory fire broke out at 8:19 p.m. tonight in Lane 222, Sanshu Road, Sanxia District, New Taipei City. The site is a corrugated-metal furniture factory; no one was injured or trapped. The New Taipei City Fire Department sent a text alert urging nearby residents to keep doors and windows shut and wear masks when going outside.

Facts:
- 8:19 p.m. tonight
- in Lane 222, Sanshu Road

## 亞冠賽中職聯隊0比5遭日本完封 正木智也雙響砲

- Published: 2026-11-12T22:07:26+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202611120357.aspx
- anchor: #n3859295
- Companies mentioned: 中央社、中職聯隊

In the Asia Professional Baseball Championship, 中職聯隊 were shut out 5-0 by Japan in their opening game at Tokyo Dome. Japan's Tomoya Masaki hit a pair of home runs, while 中職聯隊 starting pitcher Lin Tzu-Wei took the loss.

Facts:
- 0-5
- 7th inning
- 2 hits
- 1 walk
- 5 strikeouts
- 3 hits in 4 at-bats
- 3 RBIs
- 3 hits in 5 at-bats
- 4.2 innings
- 5 hits
- 3 points
- 2 earned runs

## Taitung students mistakenly given COVID-19 vaccine; 疾管署 says no harm expected, orders full investigation

- Published: 2026-11-12T22:01:24+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120356.aspx
- anchor: #n3859294
- Companies mentioned: 疾管署、衛生福利部疾病管制署、台東縣衛生局、大武鄉衛生所、大武國中、莫德納

台東縣大武國中發生16名學生錯打莫德納COVID-19疫苗事件，疾管署表示對身體不致有害且學生暫無異狀，將追蹤健康至少2週並要求衛生局徹底檢討疏失。

Facts:
- 16 students
- 8th- and 9th-grade students
- At least 2 weeks
- Aged 12 and older
- about 14 to 15 years old

## Companies can use overseas carbon credits to offset carbon fees up to 5%; Environment Ministry previews draft rules

- Published: 2026-11-12T21:59:22+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120355.aspx
- anchor: #n3859233

The Environment Ministry has published a draft of the "Rules for Recognition of Overseas Emission Reduction Credits," setting conditions for companies to purchase and use overseas carbon credits to offset domestic carbon fees or emissions caps, up to a maximum of 5%.

Facts:
- maximum of 5%
- generated after 2021

## E Ink partners with 台虹 to develop high-speed transport materials, expects small contribution to revenue next year

- Published: 2026-11-12T21:54:19+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120354.aspx
- anchor: #n3859171
- Companies mentioned: 元太科技、台虹、中央社

元太科技 and 台虹 are jointly developing PTFE materials for high-speed AI data transmission, targeting data center applications, with initial production expected in early 2027 and mass production in 2028. The company also released its financial results for the 3rd quarter of 2026.

Facts:
- about 15.7% stake
- NT$9.936 billion
- down 5%
- net profit attributable to the parent company of NT$2.652 billion
- quarterly after-tax earnings per share of NT$2.3
- consolidated revenue of NT$28.79 billion for the first 3 quarters of 2026
- down about 1% year over year
- operating profit of NT$9 billion
- operating margin of 31.3%
- after-tax net profit of NT$9.17 billion

## Power Lottery draw No. 115091

- Published: 2026-11-12T21:52:17+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120353.aspx
- anchor: #n3859172
- Companies mentioned: 中央社、台彩

The Power Lottery draw No. 115091 was held tonight. The winning numbers in the first area are 15, 35, 07, 25, 23 and 09; the winning number in the second area is 02.

Facts:
- Draw No. 115091
- 15
- 35
- 07
- 25
- 23
- 09
- 02

## UK home secretary: Convictions over Hong Kongers' participation in pro-democracy protests do not disqualify eligible applicants from visas

- Published: 2026-11-12T21:45:13+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120352.aspx
- anchor: #n3859169
- Companies mentioned: 中央社、法新社、英國政府、英國內政部、英國國會人權委員會、香港監察、Hong Kong Watch

British Home Secretary Shabana Mahmood said Hong Kongers convicted for taking part in the 2019 pro-democracy protests will not lose their eligibility to apply for UK visas. The UK has issued visas to more than 230,000 Hong Kongers, nearly 170,000 of whom have moved to Britain. 香港監察 welcomed the decision.

Facts:
- more than 230,000 visas
- nearly 170,000 people
- 5 years

## Daily Cash 539 draw No. 115274

- Published: 2026-11-12T21:44:11+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202611120351.aspx
- anchor: #n3859170
- Companies mentioned: 中央社、台彩

The winning numbers in Daily Cash 539 draw No. 115274 are 37, 02, 38, 30 and 09; the winning number for 3-Star is 447, and for 4-Star is 4306.

Facts:
- Draw No. 115274
- 37
- 02
- 38
- 30
- 09
- 447
- 4306

## Changhua Shengang Township representative Ko Feng-ming dies; 3rd candidate in Changhua County to die

- Published: 2026-11-12T21:41:09+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611120350.aspx
- anchor: #n3859167
- Companies mentioned: 中央社

Changhua Shengang Township representative Ko Feng-ming has died of cancer, becoming the 3rd candidate to die in this year's local elections in Changhua. The election will proceed as scheduled because the number of candidates in the district still exceeds the number of seats to be filled.

Facts:
- 3rd candidate to die
- entered the race 4 years ago
- 4 seats to be filled in the 4th electoral district
- 6 people completed registration
- the past 2 or 3 months
- 5 candidates remain

## Banks bet on AI industry growth; 4 banks lead NT$3.3 billion syndicated loan for 益登科技

- Published: 2026-11-12T21:40:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120349.aspx
- anchor: #n3859168
- Companies mentioned: 國泰世華銀行、永豐銀行、合作金庫銀行、新光銀行、益登科技、台新銀行

國泰世華銀行, 永豐銀行, 合作金庫銀行 and 新光銀行 jointly arranged a NT$3.3 billion syndicated loan for 益登科技. The funds will be used to bolster working capital and repay debt, reflecting the banking group's optimism about the AI industry's prospects.

Facts:
- NT$3.3 billion
- consolidated revenue of NT$115.4 billion for the first 3 quarters of 2026
- up nearly 37% year over year

## 仁寶 transfers server R&D and sales to 雲銳科技 to optimize resource allocation

- Published: 2026-11-12T21:39:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120348.aspx
- anchor: #n3859162
- Companies mentioned: 仁寶、雲銳科技

仁寶電腦 has approved the transfer of its server-related R&D and sales businesses to subsidiary 雲銳科技 to optimize resource allocation and focus on cloud infrastructure and edge AI. The transfer date is tentatively set for Dec. 31, 2026, and the business transferred is valued at about NT$600 million.

Facts:
- NT$600 million
- NT$10 per share
- 60 million common shares
- 100% ownership
- Dec. 31, 2026

## Thai military draws lessons from Thai-Cambodian border clashes, steps up domestic drone development

- Published: 2026-11-12T21:39:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611120347.aspx
- anchor: #n3859163
- Companies mentioned: 中央社、德國軍方、NAc Drone

The Thai military said the Thai-Cambodian border clashes exposed problems including insufficient drone equipment and slow procurement, and that it will strengthen domestic development. The Defense Technology Institute (DTI) said budget constraints are the main challenge and stressed the need to balance international cooperation with the development of homegrown technology.

Facts:
- the past 8 years
- For 3 consecutive days

## 和泰車 earns NT$31.86 per share in first 3 quarters, boosted by core business and investment gains

- Published: 2026-11-12T21:29:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120346.aspx
- anchor: #n3859160
- Companies mentioned: 和泰車、TOYOTA、LEXUS、和泰產險

和泰車 reported earnings per share of NT$31.86 for the first 3 quarters, up 28% from the same period in 2025. Its consolidated revenue in the 3rd quarter hit a record for the same period, mainly benefiting from a higher market share in its automotive business and contributions from investment gains.

Facts:
- earnings per share of NT$31.86
- 3rd-quarter profit attributable to owners of the parent company of NT$5.732 billion
- earnings per share of NT$10.29
- profit attributable to owners of the parent company totaled NT$17.746 billion for the first 3 quarters
- up 28% from the same period in 2025
- 80% stake in Japanese distributor
- combined market share of 37.6% for the 2 brands
- 3rd-quarter consolidated revenue of NT$84.773 billion
- consolidated revenue of NT$245.656 billion for the first 3 quarters
- Taiwan's auto market remains at 430,000 vehicles

## Rising working-capital needs drive national bank lending up NT$467.4 billion in September, a record for the period

- Published: 2026-11-12T21:28:58+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120345.aspx
- anchor: #n3859161
- Companies mentioned: 金管會、台銀、兆豐銀、一銀、合庫銀

金管會統計顯示，國銀9月底放款總餘額達49兆6829億元，月增4674億元創歷年同期新高；存款餘額亦創同期新高。公股銀如台銀、兆豐銀與一銀為放款及存款增長主力，整體國銀前9月稅前盈餘5399億元，年成長18.4%。

Facts:
- up NT$467.4 billion from the previous month
- total outstanding loans of NT$49.6829 trillion
- overdue loans of NT$73.703 billion
- nonperforming loan ratio of 0.15%
- deposits totaled NT$68.5398 trillion
- pretax profit of NT$539.9 billion for the first 9 months
- up 18.4% year over year

## Evergreen's Singapore subsidiary obtains rights to use 2 14,000-TEU container ships

- Published: 2026-11-12T21:22:25+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611123008.aspx
- anchor: #n3859016
- Companies mentioned: 長榮海運、Evergreen Marine (Asia) Pte. Ltd.、IS Container Pte. Ltd.、揚州日新通運物流裝備有限公司、新華昌集團有限公司、中國國際海運集裝箱(集團)股份有限公司、Evergreen Heavy Industrial Corp. (Malaysia) Berhad、中央社

長榮海運 announced that its Singapore subsidiary has obtained the rights to use 2 14,000-TEU container ships and placed a large order for new containers with multiple suppliers. It also reported consolidated revenue of NT$338.449 billion for the first 3 quarters, up 15.36% year over year.

Facts:
- obtained rights to use 2 vessels
- 1.4万-TEU class
- 2-year lease
- Transaction value of about US$52,854,399
- Purchase of 11,000 new containers
- 24,000 containers
- 30,000 containers
- 18,300 containers
- No more than US$32.32 million
- US$76.442 million
- US$97.02 million
- US$62.5164 million
- Consolidated revenue of NT$338.449 billion
- Year-on-year increase of 15.36%
- Net profit attributable to owners of the parent was NT$70.953 billion
- Year-on-year increase of 18.13%
- Net profit margin of 20.96%
- Earnings per share of NT$32.77

## 中環's transformation pays off, with operating profit up 20 times year on year in the first 3 quarters

- Published: 2026-11-12T21:15:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120344.aspx
- anchor: #n3859013
- Companies mentioned: 中環、Verbatim、中央社

中環 continued its operational transformation centered on storage and power products. Consolidated revenue rose 17% year on year to NT$6.17 billion in the first 3 quarters, while operating profit increased 20 times to NT$311 million. Net profit attributable to owners of the parent company reached NT$2.32 billion.

Facts:
- Operating profit grew 20 times year on year
- Net profit reached NT$2.32 billion in the first 3 quarters
- Earnings per share of NT$2.17
- 中環's consolidated revenue reached NT$6.17 billion in the first 3 quarters
- Year-on-year growth of 17%
- Operating profit of NT$311 million
- Monthly consolidated revenue reached NT$860 million in September and October, respectively
- and NT$843 million
- Revenue in the 2 months grew about 34% year on year, respectively
- and 32%

## Arson at residence in Pingtung's Zhutian; police identify suspect and pursue investigation

- Published: 2026-11-12T21:11:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611120343.aspx
- anchor: #n3859014
- Companies mentioned: 中央社、Threads

A residence in Zhutian Township, Pingtung County, was set on fire in the early hours of the 2nd. The homeowner extinguished the fire, and no one was injured. Police have identified the suspect and are pursuing the case. The incident is suspected to be related to a land ownership dispute.

Facts:
- 2:38 a.m. on the 2nd
- 2 plastic bottles

## G7 foreign ministers voice concern over Taiwan Strait; Ministry of Foreign Affairs: preserving status quo is international consensus

- Published: 2026-11-12T21:11:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611120342.aspx
- anchor: #n3859015
- Companies mentioned: 中央社、G7、歐盟、歐洲聯盟

G7 foreign ministers and 歐盟 issued a joint statement stressing the importance of maintaining peace and stability in the Taiwan Strait. The Ministry of Foreign Affairs said this underscores that preserving the status quo is an international consensus, and that Taiwan will continue working with like-minded partners to safeguard democratic values.

Facts:
- G7 industrialized nations (G7)
- The 9th to the 10th
- June 17
- 1151112

## 仁寶 earns NT$0.61 per share in 3rd quarter, injects capital into US subsidiary to expand server capacity

- Published: 2026-11-12T21:04:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120341.aspx
- anchor: #n3859010
- Companies mentioned: 仁寶、HUMAIN、Verda、ARC Cloud、Exascale Labs

仁寶 reported earnings per share of NT$0.61 in the 3rd quarter, up 33% year on year. To expand AI server capacity, its board approved a US$486.4 million capital injection into its US subsidiary.

Facts:
- Earnings per share of NT$0.61
- Net profit attributable to owners of the parent company reached NT$2.582 billion
- Capital injection of US$486.4 million
- Consolidated revenue reached NT$242.777 billion
- Gross margin edged down to 4.4%

## 中石化 to halt CPL production line at Xiaogang plant and decommission it; Taiwan's CPL output to fall to zero

- Published: 2026-11-12T21:00:46+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120340.aspx
- anchor: #n3858909
- Companies mentioned: 中石化

中石化 announced that its board approved halting and decommissioning the 200,000-ton caprolactam (CPL) production line at its Xiaogang plant, marking the end of all CPL production in Taiwan. Affected by expanded capacity in China, market oversupply and raw material price fluctuations, the business has suffered long-term losses. The shutdown will reduce the company's losses, and the Xiaogang plant will be transformed to develop higher-value chemicals.

Facts:
- 200,000-ton production line
- CPL Line 1 at the Toufen plant: 100,000 tons
- CPL Line 2 at the Toufen plant: 100,000 tons
- About 3/4 of global capacity
- Through 2026
- The petrochemical business is expected to lose about NT$2 billion a year

## 路透: Megaspeed embroiled in 輝達 scandal; Australian company's registered address is a newsstand

- Published: 2026-11-12T20:50:42+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611120339.aspx
- anchor: #n3858784
- Companies mentioned: 路透、Megaspeed、輝達、NVIDIA、Megaspeed International、美國德拉瓦州、澳洲證券暨投資委員會、ASIC、Megaspeed Australia、澳洲安全情報組織、ASIO、中央社

路透 reported that the registered address of Singapore-based Megaspeed International is a newsstand in Seymour, a Melbourne suburb. The company is linked to a scandal involving 輝達 (NVIDIA) CEO Jensen Huang and espionage allegations. Registered director 康凱 has been accused of having no actual connection to the company.

Facts:
- 29-year-old man
- Established in 2024
- Has run the shop for 16 years
- This August and September
- 10th floor of an office building

## 金門's first vote-buying case concluded; Jinhu Township representative candidate and campaign operative both indicted

- Published: 2026-11-12T20:48:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611120338.aspx
- anchor: #n3858785

A candidate surnamed Lin for a representative seat in Jinhu Township, 金門 County, allegedly offered NT$3,000 per vote and instructed a campaign operative surnamed Wang to bribe voters. It is 金門's first vote-buying case concluded with an indictment this year. Both were indicted under the election and recall law.

Facts:
- NT$3,000 per vote
- To 2 voters
- Another 3 voters

## “黃仁勳 may find it hard to emerge unscathed”: Analyst urges 輝達 to prepare for a succession plan

- Published: 2026-11-12T22:56:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181091
- anchor: #n3859377
- Companies mentioned: 輝達、NVIDIA、Megaspeed、天風國際證券

郭明錤, an analyst at Tianfeng International, said 輝達 CEO 黃仁勳 may find it hard to emerge unscathed from allegations of an extramarital affair and espionage, and recommended that 輝達 launch a succession plan to reduce dependence on his individual decision-making.

Facts:
- An extramarital affair scandal involving 輝達 CEO 黃仁勳 has erupted, involving Megaspeed senior executive 黃樂 and 輝達 Vice President 鮑威爾.
- 輝達 has convened a board meeting to discuss whether to replace 黃仁勳 as CEO.
- 郭明錤, an analyst at 天風國際證券, said bluntly that 黃仁勳 seems unlikely to emerge unscathed.
- 郭明錤 recommended that 輝達 gradually reduce its reliance on 黃仁勳 for decision-making and prepare a succession plan.
- 黃仁勳's leadership value lies in turning technology into products and driving aggressive specification upgrades across the supply chain.

## Can you buy individual stocks for a child's investment portfolio? Rankings for regular investments in minor accounts are out: 0050 tops Taiwan stocks, while this US stock is the most popular

- Published: 2026-11-12T22:54:58+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181038
- anchor: #n3859378
- Companies mentioned: 凱基證券、元大投信、國泰投信、富邦投信、Vanguard、Invesco、NVIDIA

Citing 凱基證券 data, 股海老牛 revealed investment preferences for minor accounts using regular investments in September 2026: 0050 was the top pick for Taiwan stocks and VOO for US stocks, highlighting the value of long-term compounding.

Facts:
- 凱基證券's September 2026 ranking of popular Taiwan stocks for regular investments by minors was topped by 0050 Yuanta Taiwan 50.
- 凱基證券's September 2026 ranking of popular US stocks for regular investments by minors was topped by VOO Vanguard S&P 500 ETF.
- Statistics show that 7.8% of investment accounts are opened before the account holder turns 1.
- Taiwan stocks fell 1,165.28 points, or 2.63%, on Thursday, closing at 43,091.87 points.
- Among the top 5 popular Taiwan stock picks, 3 were market-cap-weighted ETFs and 2 were high-dividend ETFs.

## 國家砸4079萬持股卻只有蘇家一半？民眾黨提3質疑轟：蘇巧慧開口就露餡

- Published: 2026-11-12T22:53:54+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181067
- anchor: #n3859379
- Companies mentioned: 曠世智能、民眾黨、國發會、財政部、經濟部

民眾黨 raised 三 questions about 蘇巧慧's family investment in 曠世智能, including a mismatch between government funding and its ownership stake, discrepancies in 蘇巧純's actual shareholding figures, and conflicting accounts from 國發會 and the campaign office about the total investment. It accused the Su family of illegally moving money and the government of covering for them.

Facts:
- The government invested NT$40.79 million in 曠世智能 for a 17.44% stake.
- 蘇巧純 invested about NT$23 million in 曠世智能.
- 蘇巧純 claimed to hold 34% of 曠世智能, but 經濟部 data show her actual stake was about 27.73%.
- 國發會 chair said at a legislative hearing that 蘇巧純 bought 曠世智能 shares for NT$80 each.
- At NT$80 per share and based on the additional more than 4.26 million shares, 蘇巧純's total investment should amount to NT$340 million.

## SinoPac Bank case: 金管會 says hackers generally do not directly access the core banking system, will check whether relevant regulations were followed

- Published: 2026-11-12T22:53:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181094
- anchor: #n3859380
- Companies mentioned: 永豐銀行、第一銀行、台北富邦銀行、金管會

A total of 427 deposits at 永豐銀行 were illegally transferred. 金管會 said hackers are suspected of exploiting a vendor vulnerability to infiltrate the core banking system. Regarding the concentration of victims’ ID numbers, the regulator said it would assign responsibility after the report is released.

Facts:
- A total of 427 deposits at 永豐銀行 were transferred without the account holders’ consent to the same account at 台北富邦銀行.
- 林裕泰, director of 金管會’s Department of Information Services, said hackers and outsiders generally do not directly access the core banking system.
- SinoPac Bank said hackers exploited the vendor’s security settings to infiltrate the core banking system for transactions on its new online banking app.
- All affected customers had ID numbers beginning with P. Hackers allegedly used a specific method of random trial and error to obtain valid accounts.
- 張嘉魁, deputy director of 金管會’s Banking Bureau, said 金管會’s cybersecurity development roadmap includes a zero-trust architecture.
- A press release from SinoPac Bank said the transactions were not made after customer personal data had been obtained in advance.
- No other banks in Taiwan currently use the system involved in the disputed transactions.

## Lo Ta-yu warns that people from mainland China could become “untouchables”; 梁文傑: I’m from mainland China, and I don’t understand at all

- Published: 2026-11-12T22:52:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181088
- anchor: #n3859381

Singer Lo Ta-yu recently criticized the government for creating fear in a radio interview and warned that people from mainland China who do not vote would become “untouchables.” 梁文傑, deputy chairman of the Mainland Affairs Council, responded today (12), saying that as someone from mainland China, he could not understand the remarks at all, and urged society not to reopen old wounds over provincial origins.

Facts:
- In an interview with UFO Breakfast, Lo Ta-yu criticized the government for making people feel afraid and said people from mainland China who did not turn out to vote could be treated as “untouchables.”
- 梁文傑 responded that he is from mainland China and could not understand Lo Ta-yu’s remarks at all, adding that there was no need to worry so much about people from mainland China.
- 梁文傑 said Lo Ta-yu’s ability to appear on a program publicly and criticize the government was proof in itself of freedom of speech in Taiwan.
- 梁文傑 urged people not to reopen the wounds over provincial origins in Taiwanese society, lest they deepen social divisions.
- 梁文傑 said he is a descendant of people from Dachen Island who fled to Taiwan, and once described himself as a “三流外省人.”

## 美光桃園工會 says it will not attend talks on the 17th; company issues 4-point statement denying it asked employees to sign an agreement to receive bonuses

- Published: 2026-11-12T22:25:45+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181085
- anchor: #n3859382
- Companies mentioned: 美光、美光桃園廠、美光桃園工會

A labor dispute at 美光桃園廠 has escalated. Concerned that receiving bonuses would require signing an agreement waiving rights, and citing insufficient disclosure of information, the Taoyuan union announced it would withdraw from the Nov. 17 talks. 美光 denied the allegation and made a bonus calculator available. The sides remain at odds, and the dispute continues.

Facts:
- The Taoyuan union at 美光桃園廠 announced on Nov. 12 that it would not attend the labor talks originally scheduled for Nov. 17.
- 美光 opened its online personal quarterly profit bonus calculator at 9 a.m. on Nov. 12.
- 美光 said it had attended 5 formal meetings since Sept. 4, including 2 mediation sessions and 3 follow-up negotiations.
- The Nov. 6 negotiating session was halted after meeting details and photos were uploaded in real time to a public online platform, in violation of confidentiality rules.
- 美光’s internal network had seen threats to the personal safety of employees and their families, as well as sexually harassing and abusive language.
- The union announced that it would instead hold a press conference at the Democratic Progressive Party’s headquarters on Nov. 17 to express its dissatisfaction.

## “Spy mistress” 黃樂 smuggled 輝達 chips to China? Megaspeed chairman breaks his silence

- Published: 2026-11-12T22:14:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181082
- anchor: #n3859383
- Companies mentioned: 輝達、NVIDIA、Megaspeed

Megaspeed chairman James Tan Yong Pong issued a statement on allegations that 黃樂 was involved in espionage and chip smuggling, stressing that the company takes regulatory compliance seriously and is fully cooperating with the U.S. government’s investigation.

Facts:
- Megaspeed chairman James Tan Yong Pong issued a statement on the allegations on the 12th.
- Megaspeed is fully cooperating with inspections by the U.S. Department of Commerce’s Bureau of Industry and Security (BIS).
- Megaspeed has hired a U.S. law firm to inventory its GPUs and review its export control measures.
- Singapore police are investigating whether Megaspeed may have violated Singapore’s domestic laws.
- Last October, U.S. senators called for an investigation into whether Megaspeed had secretly transferred 輝達 chips.
- 黃樂 was suspected of being a Chinese spy, escalating the controversy into a U.S. national security issue.

## Online commenters dredge up the old “Xindian mayor” joke; 張善政 graciously invites them to meet outside his residence tonight and promises a small gift

- Published: 2026-11-12T22:11:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181066
- anchor: #n3859384
- Companies mentioned: 美光

Taoyuan Mayor 張善政 explained the 美光 labor dispute on Threads and urged people to be reasonable. He also clarified questions about where he lives and invited commenters to meet him for a pair of gloves.

Facts:
- Taoyuan Mayor 張善政 opened a Threads account on the afternoon of the 12th to explain the labor dispute at 美光桃園廠.
- 張善政 invited the commenter who called him the “Xindian mayor” to meet outside his official residence at 8:30 p.m. on the 12th.
- 張善政 said he would give the commenter a pair of campaign work gloves called “好善手” at the meeting to clear up the misunderstanding.
- 張善政 said he had discussed the matter closely with Premier 卓榮泰 and hoped the central and local governments would work together to bring about negotiations.
- Taipei Mayor 蔣萬安 left a message in support of 張善政, saying that doing what needs to be done is a blessing for Taoyuan residents.

## “Protection money” for U.S. forces in Japan rises again? Tokyo voluntarily raises annual contribution to 300 billion yen, but Washington wants more

- Published: 2026-11-12T21:55:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181078
- anchor: #n3859234

Japan plans to raise its contribution to the cost of stationing U.S. forces in the country to 300 billion yen annually, but the U.S. is demanding a 3-fold increase to 633 billion yen. The two sides are negotiating a new agreement.

Facts:
- The Japanese government plans to raise its average annual share of the costs of U.S. forces in Japan to more than 300 billion yen for the 5-year period starting in fiscal 2027.
- U.S. representatives have asked Japan to raise its contribution to the costs of U.S. forces in Japan to 3 times the current amount.
- Under the current U.S.-Japan Special Measures Agreement, Japan pays an average of about 211 billion yen annually.
- If Japan meets the U.S. demand for a 3-fold increase, it would have to pay about 633 billion yen annually.
- The current special agreement on Japan’s contribution to the costs of U.S. forces stationed there expires at the end of March 2027.
- The U.S. and Japan aim to complete negotiations on a new cost-sharing arrangement for U.S. forces stationed in Japan by the end of 2026.
- The system for subsidizing U.S. forces stationed in Japan is renegotiated every 5 years.

## Where is the safest place to hide in a global apocalypse? Study finds the U.S. and Japan are in trouble, while this country has the greatest resilience

- Published: 2026-11-12T21:29:31+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181034
- anchor: #n3859235

A team of German scholars led by Jehn published a study on Aug. 23 assessing regional resilience in the face of 7 global disasters. Australia performed best because of its geographic isolation and food self-sufficiency, while the U.S. and Japan faced higher risks due to trade dependence or insufficient social cohesion.

Facts:
- The study was published in the academic journal Global Challenges under the title “No Place to Hide? Regional Resilience and Vulnerability to Global Catastrophic Risk.”
- The first author is Florian Ulrich Jehn of FernUniversität in Hagen in Germany.
- Australia demonstrated greater resilience across various disaster scenarios and was ranked as a relatively safe region.
- The study defines global catastrophic risk as an event that causes the deaths of more than 1 tenth of the world’s population over a period of months to years.
- The team examined 7 types of disasters: nuclear war, near-Earth object impacts, large-scale volcanic eruptions, large-scale cyberattacks, high-altitude electromagnetic pulses, geomagnetic storms and pandemics.
- 美國同時面臨地磁風暴與核戰風險，團隊以新冠疫情期間美國的表現不佳為例，認為源於「缺乏政治意志與社會凝聚力」。
- Japan’s heavy reliance on international trade means it could face serious difficulties if global trade networks are disrupted.

## Why has the won kept rising as the Taiwan dollar becomes “Asia’s weakest”? He reveals a contrarian strategy: Taiwan’s central bank is making an effort

- Published: 2026-11-12T21:15:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181049
- anchor: #n3859236
- Companies mentioned: 台電、中油

Financial writer 王伯達 said the Taiwan dollar has depreciated because of foreign capital outflows and overseas investment by Taiwanese companies, while interest rate hikes have strengthened the won. Taiwan’s central bank sold US$17 billion in the first half of the year to counter the trend, stabilize the exchange rate and avoid sharp fluctuations in energy prices.

Facts:
- The Taiwan dollar recently fell past the NT$33-per-U.S.-dollar mark, becoming Asia’s weakest currency.
- Taiwan’s central bank sold about US$17 billion in foreign exchange in the first half of the year, an amount equal to the total for all of 2024.
- South Korea’s year-on-year inflation rate had reached more than 3% in June, so it has raised interest rates 2 times this year.
- Taiwan’s exchange rate has remained unchanged for 10 consecutive quarters, leaving exporters in no hurry to convert U.S. dollars back into Taiwan dollars.
- Many Taiwanese companies with AI projects invest directly in the United States, where they earn U.S. dollars that go straight back into the U.S. economy, so there is no need to convert them into Taiwan dollars.

## Could 輝達 shares plunge 3 tenths if CEO Jensen Huang steps down? Expert flags 5 Taiwanese ETFs in the line of fire: The news keeps getting worse

- Published: 2026-11-12T21:09:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181055
- anchor: #n3859237
- Companies mentioned: 輝達、NVIDIA、《紐約時報》、《金融時報》、群益、富邦、中信、大華、國泰、Polymarket、《路透社》、風傳媒

輝達 CEO Jensen Huang faces the threat of being ousted by the board amid an extramarital affair scandal. If he steps down, its share price could plunge 3 tenths and roil global markets. Experts say 5 Taiwanese ETFs with relatively high 輝達 holdings warrant particular attention; 群益 U.S. Tech Giants (009824) has the highest weighting, at 19.1%.

Facts:
- 輝達 CEO Jensen Huang has been accused of having an extramarital affair with a company vice president who reported directly to him, and the board is considering whether to remove him from his position.
- If 輝達 loses its market advantage and pricing power, its market value could fall by as much as US$1.4 trillion, equivalent to 3 tenths of its value before the scandal broke.
- Among the 5 Taiwanese ETFs with the largest 輝達 holdings, 009824 群益 U.S. Tech Giants ranks first, with a 19.10% stake.
- The market estimates an 88% chance that Jensen Huang will announce his resignation or be ousted before the end of this year.
- 輝達 shares plunged more than 9% after hours.

## Fears of Chinese memory giant expanding market share! U.S. senator writes to commerce secretary, calls for tougher crackdown on 長鑫存儲

- Published: 2026-11-12T21:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181069
- anchor: #n3858849
- Companies mentioned: 長鑫存儲、ChangXin Memory Technologies、CXMT、三星電子、Samsung Electronics、SK海力士、美光科技、Micron Technology、輝達、Nvidia、Google、亞馬遜雲端服務、Amazon Web Services、AWS、Anthropic、OpenAI、布魯金斯學會、Brookings Institution、蘋果、Apple、工業暨安全局、Bureau of Industry and Security、BIS

U.S. Senator Cotton wrote to the commerce secretary, calling for Chinese memory giant 長鑫存儲 to be added to the Entity List to curb its rapidly growing DRAM market share and HBM technology development and prevent it from threatening U.S. technological leadership.

Facts:
- Republican U.S. Senator Tom Cotton sent an open letter urging the Trump administration to impose stricter export controls on 長鑫存儲.
- 長鑫存儲's share of global DRAM market revenue rose from 4% in the second quarter of 2025 to 10% in the same period of 2026.
- 長鑫存儲's HBM technology has an initial yield of just 20 to 30%.
- 長鑫存儲 has already been added to the U.S. Department of Defense's “1260H List.”
- 蘋果 once considered using memory chips from 長鑫存儲 in iPhone and Mac products.

## 華南金 profit growth slows, earning NT$2.089 billion in October; cumulative EPS reaches NT$2.02

- Published: 2026-11-12T20:54:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181072
- anchor: #n3858850
- Companies mentioned: 華南金控、華南銀行、華南永昌證券、華南永昌證、華南產險

華南金控 announced slower profit growth in October, with monthly after-tax net income of NT$2.089 billion, down 17.2% year over year. However, cumulative profit for the first 10 months reached NT$28.456 billion, up 26.8% year over year and a record for the same period. Cumulative EPS reached NT$2.02.

Facts:
- 華南金控's after-tax net income in October was NT$2.089 billion, down 17.2% year over year.
- 華南金控's cumulative after-tax net income for the first 10 months was NT$28.456 billion, up 26.8% year over year.
- 華南金控's cumulative after-tax earnings per share (EPS) for the first 10 months were NT$2.02.
- 華南銀行's net interest income rose 15.03% year over year in October.
- 華南永昌證券's after-tax net income in October was NT$114 million, down 63.4% year over year.
- 華南產險's after-tax net income in October was NT$70 million, down 48.9% year over year.
- 華南金控's cumulative profit for the first 10 months was the highest ever for the same period.

## Explainer: Immigration agency makes mainland Chinese visitors sign “Taiwan independence declaration”—and even gets the text wrong? Liang Wen-chieh lays out the ultimate framework of mutual non-subordination: Those who violate equality and dignity cannot enter Taiwan

- Published: 2026-11-12T20:44:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181070
- anchor: #n3858851

A controversy erupted after the National Immigration Agency required mainland Chinese visitors to sign a declaration deemed to imply “Taiwan independence.” Mainland Affairs Council Deputy Minister Liang Wen-chieh reiterated the principles of equality and dignity and the official wording, and the agency pledged to improve its language.

Facts:
- When reviewing applications by mainland Chinese visitors for tourist trips to Taiwan, the National Immigration Agency required applicants to write, “Respect Taiwan as a sovereign independent country; Taiwan and China are not subordinate to each other,” then sign and upload the statement.
- Mainland Affairs Council Deputy Minister Liang Wen-chieh said on November 12 that the government has the right to reject applications that harm national interests or violate the principle of equality and dignity.
- The head of the National Immigration Agency pledged to continue refining its wording to avoid misunderstandings.
- The mainland Chinese visitor decided to cancel the trip to Taiwan over the agency's requirement.

## 中國信託 backs Taiwan sports and helps athletes reach the international stage; passes “Sports Enterprise Certification” for ten consecutive years and wins inaugural “Gold Honor Enterprise” award

- Published: 2026-11-12T20:17:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181075
- anchor: #n3859241
- Companies mentioned: 中信金控、中國信託商業銀行、台灣人壽

中國信託 and 台灣人壽, subsidiaries of 中信金控, received the Sports Enterprise Certification from the Ministry of Sports. 中信金控 has passed the certification for ten consecutive years and received the inaugural “Gold Honor Enterprise” award. The group has long supported sports including baseball and golf, and provides workplace facilities and health management programs to foster a sports-friendly environment.

Facts:
- 中信金控, 中國信託商業銀行 and 台灣人壽 jointly received the Sports Enterprise Certification from the Ministry of Sports today (12).
- 中信金控 has passed the Sports Enterprise Certification for ten consecutive years and received the inaugural “Gold Honor Enterprise” award.
- Since the Sports Enterprise Certification was launched 11 years ago, 中信金控, 中國信託商業銀行 and 台灣人壽 have won a combined 23 awards.
- 中國信託 was the first company in Taiwan to promote baseball across all five levels and helped the Chinese Taipei team defeat South Korea for the first time at the WBC.
- 台灣人壽 employees have taken more than 400 million steps over the past three years, equivalent to circling Taiwan about 233 times.
- 台灣人壽's “Three-Generation Walking Event,” launched in 2012, has covered a cumulative 44 kilometers of green footprints over 15 years.
- 中國信託 has set up sports facilities spanning thousands of ping in Taipei's Nangang and Neihu districts, providing comprehensive amenities and subsidies for sports clubs.

## Could Huang's scandal leave China unable to buy 輝達 computing power? AI firms scramble to rent overseas data centers; Reuters: They fear U.S. will close loopholes

- Published: 2026-11-12T20:16:14+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181040
- anchor: #n3858852
- Companies mentioned: 輝達、Nvidia、Megaspeed、Speedmatrix、Apex Enterprise Solutions、阿里巴巴、騰訊

Chinese AI companies are scrambling to rent computing power from 輝達 chips abroad, concerned that a scandal involving 輝達 CEO Jensen Huang could accelerate passage of the U.S. Remote Access Security Act and lead to the closure of loopholes for overseas cloud computing, Reuters reported.

Facts:
- Chinese AI companies are seeking to rent computing resources powered by 輝達 chips at data centers outside China.
- The U.S. House of Representatives passed the Remote Access Security Act this January by a vote of 369 to 22.
- Apex Enterprise Solutions, a subsidiary of 阿里巴巴, previously provided financing to Speedmatrix.
- Megaspeed is under investigation for allegedly helping Chinese customers obtain advanced 輝達 chips subject to U.S. export controls.
- Smaller AI labs are also considering approaching major computing-power rental providers in Southeast Asia.

## Oat milk turns into vegetarian dishes! Boring and 小小樹食 team up for a pop-up cafe at coffee expo

- Published: 2026-11-12T20:14:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181073
- anchor: #n3859244
- Companies mentioned: Boring、小小樹食、詠鑠生活

New Zealand oat milk brand Boring and vegetarian restaurant 小小樹食 have teamed up to showcase 3 dishes made with oat milk at the 2026 Taiwan International Coffee Show from November 13 to 16. The menu includes a vegetable stew meal box, soup and dessert, promoting oat milk's diverse uses in food service.

Facts:
- The pop-up event will be held at the 詠鑠生活 booth M336 on the fourth floor of Hall 1 at the Nangang Exhibition Center.
- The main dish at the event is a Southeast Asian vegetable stew meal box with sambal sauce, served with golden turmeric rice cooked with oat milk.
- The soup on offer is hazelnut cream soup, with maitake mushrooms added for extra texture and flavor.
- The dessert on offer is amber cinnamon toast served with maple custard sauce made with oat milk.

## 富邦人壽 partners with 臺灣高等檢察署 in a first-of-its-kind life insurance anti-fraud intelligence-sharing alliance, deepening anti-money laundering efforts and identification and interception of high-risk cases to strengthen frontline fraud prevention

- Published: 2026-11-12T20:14:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181074
- anchor: #n3859243
- Companies mentioned: 富邦人壽、臺灣高等檢察署、富邦金控、法務部、金融監督管理委員會保險局

富邦人壽 signed an anti-fraud cooperation agreement with 臺灣高等檢察署 on November 12, establishing Taiwan's first intelligence-sharing and high-risk case interception mechanism between a life insurer and prosecutors to strengthen financial fraud prevention.

Facts:
- 富邦人壽 and 臺灣高等檢察署 held a signing ceremony for an anti-fraud cooperation agreement on November 12.
- 富邦人壽 is the first life insurer in Taiwan to establish a cooperation mechanism with prosecutors for anti-fraud intelligence sharing and the identification and interception of high-risk cases.
- 富邦人壽 Chairman Lin Fu-hsing and 臺灣高等檢察署 Prosecutor-General Chang Tou-hui jointly signed an “Anti-Fraud Cooperation Agreement.”
- 富邦金控 Chairman Tsai Ming-hsing and 法務部 Minister Cheng Ming-chien served as witnesses at the signing ceremony.
- 富邦人壽's “designated contact” service notifies a policyholder's trusted family members when funds are moved, helping reduce fraud risk.
- 富邦人壽 works with the government and local business teams to develop AI scam-spotting and financial fraud prevention courses for older adults.
- 富邦人壽 and the Ministry of National Defense are running an “Anti-Fraud Education and Awareness Roadshow” to deliver outreach at military camps on offshore islands.

## Turn campaign pledges into an island! Lai Jui-lung unveils interactive 3D “Dagang Policy Island,” with 21 major themes mapping out Kaohsiung's vision

- Published: 2026-11-12T20:11:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181068
- anchor: #n3859245

Kaohsiung mayoral candidate Lai Jui-lung’s campaign headquarters has launched “Harbor City Policy Island,” a 3D interactive map of campaign policies that brings together 21 policy proposals and transportation projects, allowing residents to explore the city’s vision on their phones. An official policy presentation is scheduled for Nov. 14.

Facts:
- Kaohsiung mayoral candidate Lai Jui-lung’s campaign headquarters launched “Harbor City Policy Island,” a 3D interactive map of campaign policies, on the 12th.
- The map integrates 21 policy themes and local development projects in 11 electoral districts into a three-dimensional city map.
- Policy themes include Asia New Bay Area 3.0, the grand vision for northern Kaohsiung, the grand vision for eastern Kaohsiung, and the AI industry.
- The map marks the MRT Red Line, Orange Line, Circular Light Rail, the Yellow Line under construction, National Freeway 7, and the planned Purple Line.
- Kaohsiung’s official mayoral policy presentation will take place on Nov. 14.

## The blackboard becomes an interactive stage! 富動科技 showcases AI teaching in five lectures

- Published: 2026-11-12T20:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181071
- anchor: #n3859246
- Companies mentioned: 富動科技、GENETOUCH

富動科技 is showcasing smart blackboards and AI teaching solutions at the 2026 Taiwan Education Technology Expo. Through five lectures and hands-on demonstrations, it is helping teachers learn how to apply AI tools in the classroom.

Facts:
- 富動科技 is showcasing smart blackboards and AI teaching applications at the 2026 Taiwan Education Technology Expo.
- Five teaching lectures are planned during the exhibition, covering everything from operating tools to classroom applications.
- At the first lecture, Director Liu Hong-long will demonstrate how a full-flat smart blackboard can be combined with AI games.
- The exhibition’s theme is “Setting Sail for a New AI Vision: Creating a New Everyday of AI Collaborative Learning Without Distance.”
- The exhibition runs through November 15 and is open daily from 10 a.m. to 6 p.m.
- 富動科技’s booth is located at B1121 in Taipei World Trade Center Hall 1.
- Teacher Hsiao Yi-chun will introduce participants to Edcafe AI Chatbot applications.

## Kaohsiung designates air quality maintenance zones at “Gangshan Junior High School” and “Linhai Industrial Park,” upgrading regional protections

- Published: 2026-11-12T19:39:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181065
- anchor: #n3859249

Kaohsiung’s Environmental Protection Bureau is advancing Sensitive Group Protection 2.0 by adding air quality maintenance zones at Gangshan Junior High School and Linhai Industrial Park. The zones will regulate diesel vehicles and motorcycle emissions to protect students and residents’ health.

Facts:
- This year, 115, the Environmental Protection Bureau designated two new air quality maintenance zones at “Gangshan Junior High School” and “Linhai Industrial Park.”
- The air quality maintenance zone at Gangshan Junior High School is scheduled to begin enforcement on Dec. 1, 115.
- The air quality maintenance zone at Gangshan Junior High School will be enforced from 7 a.m. to 6 p.m., Monday through Friday, excluding holidays.
- The air quality maintenance zone at Linhai Industrial Park is scheduled to begin enforcement on Jan. 1, 116, with controls in effect 24 hours a day.
- Violations of air quality maintenance zone requirements will be punishable by fines of NT$500 to NT$60,000 under the Air Pollution Control Act.
- Violations in school air quality maintenance zones will be subject to penalties 1.5 times higher than the original standard.
- The air quality maintenance zone at Linhai Industrial Park includes Xiaogang Hospital and nine elementary and junior high schools designated as sensitive locations for protection.

## Senior passes on the craft, junior takes the baton! Three 義大 students team up for the Harbor City Cup, brewing professional expertise through pour-over coffee

- Published: 2026-11-12T19:08:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181060
- anchor: #n3859256
- Companies mentioned: 義守大學

Three students from 義守大學 teamed up to compete in the Harbor City Cup pour-over coffee competition, demonstrating the passing of skills across class years and professional expertise, while fostering learning and growth among students.

Facts:
- Three students from 義守大學—Hong Deng-jun, Shih You-ren and Chu Yong-wei—teamed up to compete in the 12th Harbor City Cup Ocean Sustainability Food and Beverage Creative Competition, showcasing their expertise in pour-over coffee.
- Chu Yong-wei had been learning pour-over coffee for about two months. With guidance from a senior student, he gradually developed an understanding of brewing and entered the competition to gauge his progress.
- Liu Hsu-kuan, chair of 義守大學’s Department of Hospitality Management, said the significance of competing lies in students’ self-motivated professional exchange and the passing down of skills.

## Hsinchu oil depot public land readjustment project completes land allocation! Mayor Ann Kao: Simultaneous investment promotion and school expansion to create a new technology hub

- Published: 2026-11-12T19:07:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181056
- anchor: #n3859259
- Companies mentioned: 新竹市政府、台灣中油公司、國家太空中心

新竹市政府 announced that land allocation for the Hsinchu oil depot public land readjustment project has been completed, with title deeds expected to be delivered in late November. The city government is pursuing land readjustment and investment promotion simultaneously, combining the space and AI industries with plans for a school and a park to create a technology hub.

Facts:
- The Hsinchu oil depot public land readjustment project is the largest public readjustment project by area in Hsinchu City in nearly 35 years, covering about 11.4 hectares.
- Less than 1 year after the readjustment plan was announced in December 114, land allocation for the project was completed in October this year.
- The city government is combining land set aside for cost recovery with land returned to 台灣中油公司, and plans to solicit investment for a site of about 1 hectare in block A4 through a land-use rights arrangement.
- About 1.1 hectares of school land in the project area will be used to expand the junior high division of Jian Gong Senior High School, with 5 school buildings planned.
- The city government will work across sectors with 國家太空中心 to create the nation’s first inclusive park themed around space exploration.
- The project’s planning and design have been recognized with the top national honor in the planning and design category at the 27th National Architecture Gold Award, as well as the gold award in the best planning and design category at the 2026 National Excellence in Construction Awards.

## Taoyuan commercial districts strive to upgrade! 104 businesses transform, refreshing gift shops and popular stores

- Published: 2026-11-12T19:07:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181058
- anchor: #n3859258
- Companies mentioned: 桃園市政府、經發局、IKEA、Global Mall、萬家福

桃園市政府經發局於11月12日舉辦商業轉型成果發表會，公布今年輔導104家業者及5處場域節能診斷成效，旨在協助在地商業提升競爭力與營運韌性。

Facts:
- 桃園市政府經發局自2024年成立商業轉型服務中心，以推數位、助永續、創品牌為核心。
- A total of 104 businesses completed business transformation with support this year.
- In-depth energy audits were completed at 5 large commercial sites.
- The 5 audited sites were IKEA Taoyuan, Global Mall Taoyuan A8 and A19, and the 萬家福 Zhongli and Neili stores.
- The 5 sites are expected to save more than 3.4 million kilowatt-hours of electricity annually and reduce carbon emissions by nearly 1,600 metric tons.
- The results presentation showcased redesigned gift packaging by 13 businesses and upgraded spaces at 5 popular stores.
- This year’s Taoyuan Design Expo featured a dedicated section for Taoyuan Gold Gifts and Popular Stores, with 18 days of sales and displays increasing exposure.

## Partners from eight countries gather in Kaohsiung! TASS links supply chains to pursue green business opportunities

- Published: 2026-11-12T19:07:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181059
- anchor: #n3859257
- Companies mentioned: 中國生產力中心、屏東高工、優樂地永續服務、台電、茵康國際

The seventh TASS2026 Asia Sustainable Supply + Circular Economy Expo is being held at the Kaohsiung Exhibition Center from Nov. 11 to 13, organized by 茵康國際. The event combines forums, technology exhibits and international procurement exchanges, focusing on the circular economy and green living market to promote cooperation among industry, government, academia and research institutions and help green products reach overseas markets.

Facts:
- The seventh TASS2026 Asia Sustainable Supply + Circular Economy Expo is being held at the Kaohsiung Exhibition Center from Nov. 11 to 13.
- This year’s expo features more than 40 professional forums and themed presentations.
- Taiwan consumes about 250 million metric tons of materials domestically each year, with recycled materials accounting for about 12%.
- This year’s expo has brought together international procurement and supply management alliance partners from eight countries.
- 中國生產力中心 organized a group visit, while teachers and students from 屏東高工 also toured the exhibition to learn about resource recycling and low-carbon technologies.
- 優樂地永續服務 incorporates ESG and environmental issues into games through sustainability-themed tabletop games.
- The event was organized by 茵康國際.

## Domestic fruit shakes bring new flavors: eight brands and 15 drinks target taste buds

- Published: 2026-11-12T19:06:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181050
- anchor: #n3859260
- Companies mentioned: 農業部農糧署、大苑子、小高果茶店、WHAT ARE Ü DO飲臺茶販賣所、來唄・來杯、娜嘉、叮哥茶飲、浪之間、冰菓手作冰棒

農業部農糧署舉辦115年國產水果調飲推廣活動，邀請8家手搖飲業者開發15款使用國產水果的新飲品。透過北中南三地民眾試喝蒐集市場反饋，並對銷售與採購表現優異的業者給予獎項肯定，以促進國產水果消費。

Facts:
- During the campaign, 大苑子, 冰菓手作冰棒, WHAT ARE Ü DO飲臺茶販賣所 and 叮哥茶飲 each sold more than twenty thousand cups.
- 大苑子 also received a procurement contribution award for purchasing the largest quantity of processed domestic fruit products during the campaign.
- The tasting and promotion events were held at Taipei’s Songshan Cultural and Creative Park, Taichung’s Cultural Heritage Park under the Ministry of Culture, and Kaohsiung’s Dream Mall.

## AI hunts marine debris! 70 teams from 6 countries compete; National Tsing Hua University and National Taiwan University team wins

- Published: 2026-11-12T19:05:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181048
- anchor: #n3859261
- Companies mentioned: 國家海洋研究院、亞馬遜雲端服務AWS、工研院、清華大學、臺灣大學、海委會、台達電子、倫光科技、中央大學、臺灣師範大學、漢翔航空工業

國家海洋研究院與AWS合辦首屆海廢影像辨識國際AI競賽，清大台大團隊奪冠。此舉旨在利用AI技術提升海廢辨識效率，推動技術從實驗室走向實際海洋治理應用。

Facts:
- An inter-university team from 清華大學 and 臺灣大學 won the first international AI competition for marine debris image recognition.
- The competition drew 70 teams and 204 participants from 6 countries.
- 國海院建置的海廢影像資料集收錄逾2萬筆影像。
- The winning team achieved an image recognition evaluation score of 81%.
- An engineering team from 漢翔航空工業 won the Best Lightweight Award.
- The competition is jointly organized by 國家海洋研究院 and 亞馬遜雲端服務AWS.
- The marine debris image dataset has been released under the CC BY 4.0 license.

## Breaking: 輝達 announces Jensen Huang's resignation, effective immediately; CFO to serve as interim CEO

- Published: 2026-11-12T23:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660875
- anchor: #n3859313
- Companies mentioned: 輝達、Nvidia

輝達 announced the resignation of CEO Jensen Huang, with CFO Colette Kress serving as interim chief executive. Shares plunged 10%, and the search for a new CEO has begun.

Facts:
- 輝達's board approved Jensen Huang's resignation as president, CEO and director, effective immediately.
- Colette Kress will serve as interim CEO while continuing as CFO.
- 輝達 shares extended their premarket losses to 10% on the 12th.
- 輝達 will report its third-quarter fiscal 2027 results on Nov. 17, Pacific Time.
- 輝達's board will begin the process of selecting a new CEO, considering both internal and external candidates.

## Jensen Huang resigns! 輝達 says CFO will take over as interim CEO

- Published: 2026-11-12T22:59:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660876
- anchor: #n3859314
- Companies mentioned: 輝達、輝達醫療保健業務、Megaspeed

輝達 announced that CEO Jensen Huang had resigned amid allegations of an extramarital affair and intelligence concerns, with CFO Colette Kress taking over as interim CEO. Huang co-founded 輝達 33 years ago and built it into an AI leader with a market value of $4 trillion. His departure will affect the global AI ecosystem.

Facts:
- 輝達 announced the resignation of CEO Jensen Huang, with CFO Colette Kress taking over as interim CEO.
- Jensen Huang resigned after being drawn into an extramarital affair scandal and triggering intelligence concerns in the U.S.
- Jensen Huang co-founded 輝達 in 1993 and led the company to become a core AI computing supplier with a market value of about $4 trillion.
- Jensen Huang led 輝達 for 33 years.
- The board has hired an outside law firm to investigate allegations that Jensen Huang endangered national security or leaked confidential information.

## The Wall Street Journal: Huang Le's husband appears to accept her relationship with Jensen Huang, and has even mentioned it publicly

- Published: 2026-11-12T22:44:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660824
- anchor: #n3859315
- Companies mentioned: 輝達、Nvidia、NVDA-US

The Wall Street Journal exposed an extramarital affair scandal involving 輝達 CEO Jensen Huang, and said the husband of his alleged lover, Huang Le, appears to have accepted the situation. Kang Wei reportedly introduced Huang Le to Huang, and the couple have long used their connections for business activities across multiple fields. They are now under investigation, and Kang was once detained on suspicion of stock market manipulation.

Facts:
- The Wall Street Journal reported that Kang Wei appears to have accepted the relationship between his wife, Huang Le, and 輝達 CEO Jensen Huang.
- Kang Wei personally introduced his wife, Huang Le, to 輝達 CEO Jensen Huang.
- Kang Wei sometimes jokingly told people around him that Huang Le was Jensen Huang's personal assistant.
- Over the past ten years, Kang Wei and Huang Le have done business in areas including gaming, pharmaceutical acquisitions and cloud computing.
- Kang Wei was detained in Shanghai in connection with an investigation into stock market manipulation involving a publicly traded company, but has recently been released.

## Trump says, “No need for a deal with Iran”! Oil prices jump, U.S. stock futures come under pressure

- Published: 2026-11-12T22:26:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660852
- anchor: #n3859316
- Companies mentioned: CNBC、華爾街日報、彭博、邁亞丁電視台、石油輸出國組織(OPEC)、輝達(NVDA-US)

Trump's statement that a deal with Iran was unnecessary sent oil prices back above $94, while U.S. stock futures came under pressure and fell. Vice President Vance was urged to turn his focus to domestic issues as geopolitical risks in the Middle East intensified.

Facts:
- U.S. President Trump said on the 12th that the United States no longer needed to reach a deal with Iran.
- Brent crude futures rose as much as 1.8%, breaking above $94 a barrel.
- Saudi Arabia's October crude oil output surged 26%, reaching one of its highest monthly levels in recent years.
- Nasdaq 100 futures fell 1.3%, while S&P 500 futures dropped 0.7%.
- Rezaei, secretary of Iran's Supreme National Security Council, said no enriched nuclear material would be moved out of the country.
- Trump accused Minnesota, California and Illinois of having tens of billions of dollars stolen each month.
- 輝達(NVDA-US) is facing selling pressure and uncertainty over whether CEO Jensen Huang will remain in his role.

## 輝達 falls more than 7% premarket! 伯恩斯坦 slashes price target by half as Jensen Huang's future remains uncertain

- Published: 2026-11-12T22:01:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660783
- anchor: #n3859173
- Companies mentioned: 輝達、NVDA-US、伯恩斯坦、CNBC、紐約時報、Questar Capital Partners、超微、AMD-US、博通、AVGO-US、英特爾、INTC-US、邁威爾、MRVL-US、安謀、ARM-US、高通、QCOM-US

輝達 CEO Jensen Huang faced a premarket share drop of more than 7% amid an extramarital affair controversy and uncertainty over his succession. 伯恩斯坦 halved its price target to $200, and analysts warned that replacing the CEO could cause the stock to fall another 20%.

Facts:
- 輝達(NVDA-US) fell 7.55% in premarket trading, temporarily trading at $160.62 per share.
- 伯恩斯坦 sharply cut its price target for 輝達 from $400 to $200.
- 《紐約時報》引述消息人士指出黃仁勳曾與醫療保健業務副總裁Kimberly Powell發展婚外關係。
- 伯恩斯坦 senior analyst Stacy Rasgon believes allegations of an extramarital affair involving a direct report make it harder for the board to keep him in his role.
- Several Wall Street analysts said replacing Jensen Huang could cause the stock to fall 20%.
- 超微(AMD-US)與博通(AVGO-US)盤前分別上漲3.9%及3%。

## Jensen Huang's future casts another shadow over South Korean stocks! Deep ties in semiconductors and physical AI, with partnerships involving South Korean firms totaling $510 billion

- Published: 2026-11-12T22:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660627
- anchor: #n3859174
- Companies mentioned: 輝達、SK集團、SK海力士、SK電信、NAVER、Brookfield、LG集團、現代汽車集團、三星電子、斗山機器人、Kakao Mobility

The risk of 輝達 CEO Jensen Huang being ousted has raised concerns in South Korea's industry about the stability of its AI collaboration blueprint with 輝達, valued at 680 trillion won. The issue could affect semiconductors, autonomous vehicles and robotics. While supply chains are unlikely to shift in the short term, the long-term strategy remains uncertain.

Facts:
- The AI blueprint jointly planned by South Korea's industry and 輝達 is valued at 680 trillion won (about $510 billion).
- 輝達's board is preparing to remove Jensen Huang as CEO and could meet as soon as Thursday to decide his future.
- 輝達 is spending $1 billion to acquire about 4.13% of NAVER, becoming its third-largest shareholder.
- Brookfield will provide up to $9 billion in financing for NAVER's global AI factory project.
- SK電信 will build an AI factory with computing capacity of up to 2GW, powered by 輝達's next-generation platform.
- LG集團 plans to launch a new-generation humanoid robot next year based on 輝達's Isaac GR00T foundation model.
- 現代汽車 plans to equip production vehicles with L2+ advanced driver-assistance technology based on 輝達's platform in the first half of 2028.

## Taiwan stocks plunge 1,000 points after 3 straight gains; 0055 and 00713 buck the trend to close higher, demonstrating resilience

- Published: 2026-11-12T21:34:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660819
- anchor: #n3859175
- Companies mentioned: 元大MSCI金融(0055-TW)、元大台灣高息低波(00713-TW)

Taiwan stocks plunged 1,165 points on the 12th amid the Jensen Huang news at 輝達 and profit-taking pressure, but financial ETFs 0055 and 00713 bucked the trend to close higher, demonstrating their hedging value. Financial stocks benefited from the AI profit boom and growth in banking, life insurance and securities business, becoming a key support for market stability.

Facts:
- Taiwan stocks retreated 1,165 points on the 12th amid the Jensen Huang news at 輝達 and short-term profit-taking pressure.
- 元大MSCI金融(0055-TW)與元大台灣高息低波(00713-TW)逆勢收紅，展現避險價值。
- Financial stocks benefited from the AI profit boom, with wider bank interest margins, increased investment returns at life insurers, and growth in securities and futures businesses driving strong overall earnings.
- The 00713 ETF's holdings span financials, traditional industries and electronics. It combines high dividends with low volatility and limits stock-price correlations to reduce risk.
- Gradual gains and sharp declines have become the norm in Taiwan's bull market. Investors are advised to allocate appropriately to 0055 and 00713 to limit downside risk.

## 〈IET earnings call〉High margins help Q3 earnings rise more than 2 times quarter on quarter; defense and optical communications provide a dual-engine boost

- Published: 2026-11-12T21:31:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660813
- anchor: #n3859176
- Companies mentioned: IET-KY、英特磊、光聖

IET-KY benefited from increased defense and optical communications orders in the third quarter of 2026, driving a sharp increase in earnings. For 2027, it expects substrate supply to improve and new products to enter mass production.

Facts:
- 第三季稅後純益5,900萬元，季增214.31%、年增98.06%。
- Third-quarter revenue was NT$319 million, up 26.84% year on year.
- Revenue for the first 3 quarters of 2026 totaled NT$908 million, up 19.3% year on year, with a gross margin of 40.72%.
- The second phase of the company's new Texas plant is expected to be completed in the first quarter of 2027.
- The company will introduce mass production of APD and HBT epitaxial products in 2027.

## Are tech stocks set for a “fierce rebound”? Strategist: Don't take the bait! Use the rally to trim positions

- Published: 2026-11-12T21:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660747
- anchor: #n3859177
- Companies mentioned: 威靈頓阿爾特斯私人財富管理、Wellington-Altus Private Wealth

Jim Thorne, a strategist at 威靈頓阿爾特斯私人財富管理, said technology stocks could rebound in the short term but advised investors to use the opportunity to trim positions and rotate into cyclical stocks. He maintained his bullish forecast for the S&P 500 at 8,000 points at year-end and 10,000 points next year, saying the AI investment cycle would cool and market breadth would expand.

Facts:
- Jim Thorne, chief market strategist at 威靈頓阿爾特斯私人財富管理, believes technology and AI stocks could see a sharp rebound over the next two to three weeks.
- Jim Thorne advises investors to trim their positions during a rebound in technology stocks and increase allocations to the S&P 500 Equal Weight Index, banks and small-cap value stocks.
- Jim Thorne is bullish on the S&P 500, predicting it will rise to 8,000 points by the end of this year and challenge 10,000 points next year.
- Jim Thorne believes last week's sell-off in technology and AI stocks was mainly caused by some hedge funds being forced to liquidate positions after taking on excessive risk.
- Jim Thorne's forecast that the S&P 500 will reach 10,000 points next year is based on the assumption that the yield on 10-year U.S. Treasury bonds will fall to 4% by the end of next year.

## Building an Asian asset management hub: 投信投顧公會's 尤昭文 says to draw on international experience to accelerate AI transformation and private market investments

- Published: 2026-11-12T21:29:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660754
- anchor: #n3859178
- Companies mentioned: 投信投顧公會、金管會、Vista Equity Partners、貝萊德、資本集團、博楓資產管理公司、KKR、路博邁

投信投顧公會 held an international asset management forum on the 12th. Chair 尤昭文 stressed that, with government support for policies to develop an Asian asset management hub and ease restrictions on private fund investors, Taiwan's market faces new opportunities. Senior executives from international institutions including 貝萊德 and KKR gathered at the forum to discuss AI transformation and private market investment strategies.

Facts:
- 投信投顧公會 held the “2026 International Asset Management Forum II” on the 12th, attracting nearly 200 industry guests.
- 金管會 recently announced that it would open up the “99-person cap” for qualified investors in 亚灣 private funds.
- 貝萊德 Managing Director 凌堯 estimates that global private market assets will exceed US$30 trillion by 2030.
- 資本集團 equity investment director Matt Raynolds estimates that AI agent token usage will grow 24 times by 2030.
- Global PE assets had exceeded US$6.4 trillion by the end of 2025.
- As the AI era begins, AI will account for nearly nine-tenths of venture capital in 2026.
- The valuation of the unlisted “Private Magnificent 7” has reached US$2.5 trillion.

## 台泥 Q3 operating profit rises 8成 quarter over quarter, EPS at NT$0.24; earns NT$0.63 per share in first three quarters, returning to profit

- Published: 2026-11-12T21:19:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660755
- anchor: #n3859179
- Companies mentioned: 台泥、三元能源科技

台泥's third-quarter operating profit rose more than 8成 quarter over quarter to NT$4.401 billion, benefiting from growth in overseas cement operations and improved performance at Heping Power. Although after-tax net income fell quarter over quarter due to differences in non-operating items, cumulative earnings for the first three quarters returned to positive territory, with earnings per share of NT$0.63.

Facts:
- 台泥's third-quarter revenue was NT$41.233 billion, up 8.16% quarter over quarter.
- 台泥's third-quarter operating profit reached NT$4.401 billion, up 85.09% quarter over quarter.
- 台泥's third-quarter after-tax net income was NT$1.810 billion, down 29.34% quarter over quarter.
- 台泥's cumulative after-tax net income for the first three quarters was NT$5.090 billion, with earnings per share of NT$0.63.
- 台泥 benefited from simultaneous increases in cement sales volumes and prices in Portugal and Turkey.
- 台泥 had total assets of NT$602 billion, with liabilities accounting for about 49.5% of total assets.

## 仁寶 Q3 server revenue exceeds 1成 of total; ISBG to be spun off into wholly owned subsidiary “雲銳” to focus on server R&D and sales

- Published: 2026-11-12T21:15:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660782
- anchor: #n3859180
- Companies mentioned: 仁寶、雲銳科技

仁寶 reported strong profit growth for the first three quarters, with servers accounting for more than one-tenth of revenue. To optimize resource allocation, the company decided to spin off its server business into the newly established wholly owned subsidiary 雲銳科技 and inject capital into its U.S. subsidiary to expand AI capacity, strengthening its cloud and AI infrastructure strategy.

Facts:
- 仁寶's after-tax net income for the first three quarters reached NT$7.682 billion, up more than 6成 year over year.
- Servers accounted for more than 1成 of 仁寶's total revenue in the third quarter.
- 仁寶's board approved the spin-off of ISBG into its wholly owned subsidiary, 雲銳科技.
- 仁寶 will inject US$486.4 million into its U.S. subsidiary to expand AI server capacity.
- 仁寶 expects the ratio of its PC to non-PC businesses to reach 6:4 next year.

## AI agents barred from booking flights! 聯合航空 fears personal data leaks and mistaken purchases; CEO admits, “We don't want another middleman”

- Published: 2026-11-12T21:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660106
- anchor: #n3859181
- Companies mentioned: 聯合航空、United Airlines、Meta、OpenAI、亞馬遜、Amazon、Uber Technologies、Uber Eats、西南航空、達美航空、美國航空、Odessia

聯合航空 announced a ban on AI agents booking flights, citing concerns about personal data leaks and violations of FAA safety regulations. CEO Scott Kirby stressed that the airline does not want to add a middleman, contrasting with the more open or experimental approaches of other carriers such as Southwest and Delta.

Facts:
- 聯合航空 will prohibit AI assistants from accessing company systems and booking flights on users' behalf.
- 聯合航空 believes automated AI operations could violate U.S. Federal Aviation Administration (FAA) and Department of Transportation rules on airline information disclosure.
- 聯合航空 CEO Scott Kirby admitted that he does not want to create another middleman.
- OpenAI acquired Odessia, an AI technology company developing tools for travel bookings, this week.
- During Halloween, AI agents placed 500 orders through Uber Eats on behalf of Uber.
- 西南航空今年稍早推出ChatGPT外掛介面讓顧客透過AI聊天機器人搜尋航班庫存。
- 達美航空 said AI assistants can complete bookings after identity verification.

## If 黃仁勳 steps down, could he make a comeback like 賈伯斯? Epic CEO warns, “輝達 must not repeat 蘋果's mistake”

- Published: 2026-11-12T20:57:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6658690
- anchor: #n3858786
- Companies mentioned: 輝達、Epic Games、蘋果、NeXT、皮克斯、Atreides Management、盧卡斯影業、彭博、路透

輝達's board is reportedly discussing 黃仁勳's future and looking for a successor. Epic Games CEO Tim Sweeney has publicly backed 黃仁勳, warning that removing him would repeat 蘋果's mistake of ousting 賈伯斯. Looking back at 賈伯斯's history of founding NeXT and 皮克斯, the article analyzes the major challenges 黃仁勳 would face if he left to start a business, including the CUDA ecosystem and supply chain.

Facts:
- 輝達's board has reportedly hired an outside firm to search for CEO candidates and will meet on Wednesday (the 11th), U.S. Eastern Time, to discuss 黃仁勳's future.
- Epic Games CEO Tim Sweeney warned that if 輝達 replaced 黃仁勳, it would be as foolish as 蘋果's decision to push 賈伯斯 out.
- 輝達's board announced on November 8 that a committee made up of independent directors would investigate reports that 黃仁勳 had become a target of foreign intelligence operations, with assistance from independent outside counsel.
- NeXT initially launched high-priced workstation computers, then exited the computer hardware business in 1993 and shifted to enterprise software.
- 賈伯斯 bought a computer graphics team from 盧卡斯影業 in 1986 and founded 皮克斯. The company broke into the market with Toy Story in 1995 and went public.
- 輝達's competitive advantages include CUDA development tools, software optimized for 輝達 platforms, and capabilities in foundry services, advanced packaging and server delivery.

## 華南金 sets records on 3 key indicators! Earns NT$28.456 billion in first 10 months, surpassing all of last year; EPS at NT$2.02

- Published: 2026-11-12T20:54:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660748
- anchor: #n3858787
- Companies mentioned: 華南金控、華南銀行、華南永昌證券、華南產險

華南金控 announced its earnings for the first 10 months, with after-tax net income of NT$28.456 billion, surpassing the full-year total from last year. EPS reached NT$2.02, and 3 key operating indicators hit record highs for the same period. Non-bank subsidiaries such as 華南永昌證券 posted explosive profit growth, improving the group's overall earnings mix.

Facts:
- 華南金控's after-tax earnings per share (EPS) for the first 10 months were NT$2.02, and its annualized return on equity was 13.76%.
- 華南金控's non-bank subsidiaries saw profits rise 131% year over year, lifting their contribution to group earnings to 22%.

## Taiwan stocks plunge 1,165 points; foreign investors snap up 140,000 lots of 台玻 while selling 群創 and 台積電

- Published: 2026-11-12T20:53:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660753
- anchor: #n3858788
- Companies mentioned: 台玻、群創、台積電、主動統一台股增長、GIS-KY、元大金、華航、泰鼎-KY、友達、玉山金、兆豐金、凱基金、主動中信台灣收益、仁寶、元大台灣50反1、廣達、英業達、力積電、聯茂、大聯大、元大高股息、中信金、國泰金、富邦金、統一、元大台灣50、群益ESG投等債0-5、大成鋼、富邦特選高股息30、南亞、台新新光金、聯電、陽明、文曄、慧洋-KY

台股12日重挫千點收43,091點，外資大買台玻14萬張並賣超群創、台積電，投信買超123.85億元，三大法人合計買超51.59億元，法人評估籌碼面偏保守。

Facts:
- Taiwan stocks closed at 43,091 points on the 12th, with trading volume of NT$1.01 trillion.
- Foreign investors bought 140,300 lots of 台玻 today, making it the most actively traded individual stock of the day.
- Foreign investors sold 34,500 lots of 群創 today and switched from buying to selling 台積電, offloading a total of 3,955 shares.
- Investment trusts recorded net purchases of about NT$12.385 billion today, while the three major institutional investors together recorded net purchases of about NT$5.159 billion.
- Foreign investors' cumulative net short futures positions shrank to 99,500 contracts, below 100,000.

## 〈鴻海 earnings call〉Cloud and networking products could account for 6成 of revenue in 3-5 years; AI business expansion drives EBITDA growth

- Published: 2026-11-12T20:40:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660742
- anchor: #n3858789
- Companies mentioned: 鴻海、鴻海(2317-TW)

鴻海 Chairman 劉揚偉 announced at an earnings call that, driven by the expansion of its AI business, cloud and networking products account for more than five-tenths of revenue. EBITDA for the first three quarters reached NT$369.2 billion, exceeding last year's full-year level, while ROE is moving toward the 12% target, indicating a substantial strengthening of core profitability and cash generation.

Facts:
- 鴻海's EBITDA for the first three quarters of this year reached NT$369.2 billion, already exceeding last year's full-year level.
- 鴻海 expects cloud and networking products to account for more than 6成 of revenue in the next 3 to 5 years.
- 鴻海’s ROE reached 10.44% in the first three quarters of this year, moving steadily toward its full-year target of 12%.
- 鴻海’s operating profit rose 65% year over year in the first three quarters of this year, with an operating margin of 3.73%.
- 鴻海’s EBITDA increased by NT$123.6 billion year over year in the first three quarters of this year, up 50.3%.
- 鴻海’s debt ratio currently stands at about 64%.

## 美議員促將長鑫存儲列黑名單 蘋果記憶體採購恐受牽動

- Published: 2026-11-12T20:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660746
- anchor: #n3858790
- Companies mentioned: 長鑫存儲、CXMT、蘋果、AAPL-US、布魯金斯研究院、Counterpoint、輝達、NVDA-US、Google、Alphabet、GOOGL-US、GOOG-US、亞馬遜、AMZN-US、AWS、Anthropic、OpenAI、三星電子、005930-KS、SK海力士、SKHY-US、000660-KS、美光、MU-US

美國參議員柯頓促請政府將中國記憶體廠長鑫存儲列入實體清單，以防其獲取美國技術。此舉可能干擾蘋果擬採用長鑫產品之計畫，反映美中科技競爭延伸至AI記憶體領域。

Facts:
- Republican U.S. Senator Cotton called for 長鑫存儲 to be added to the export-control Entity List.
- 長鑫存儲 is the world’s fourth-largest dynamic random-access memory manufacturer.
- 長鑫存儲’s global DRAM market share rose from 4% in the second quarter of 2025 to 10% in the same period of 2026.
- 蘋果正考慮在iPhone與Mac採用長鑫記憶體。
- 長鑫存儲’s HBM production yield is about 20% to 30%.
- 長鑫存儲 has been included by the U.S. Department of Defense on its “1260H” list of Chinese military companies.
- The main suppliers of high-bandwidth memory (HBM) are 三星電子, SK海力士 and 美光.

## [台灣大 earnings call] AI key takeaways 2026/11/12

- Published: 2026-11-12T20:25:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660741
- anchor: #n3858791
- Companies mentioned: 台灣大、台信電訊、精誠資訊、momo

台灣大 released its financial results for the first three quarters of 2026, with EPS of NT$4.26, up 22% year over year and ahead of its peers. The acquisition of 精誠資訊 has been completed, raising its stake to 61.02%, and is expected to significantly boost earnings contributions.

Facts:
- 台灣大’s EPS for the first three quarters was NT$4.26, up 22% year over year.
- 台灣大’s Telco+ enterprise telecommunications business revenue rose 34% year over year in the third quarter.
- 台灣大’s stake in 精誠資訊 reached 61.02% after completion of the tender offer.
- 精誠’s net profit contribution to 台灣大 is expected to rise to NT$1.226 billion.
- 台灣大’s consolidated revenue reached NT$149.58 billion in the first three quarters.

## 博智’s new Vietnam plant to begin mass production next year, with a chance to win space server board projects

- Published: 2026-11-12T20:24:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660738
- anchor: #n3858792
- Companies mentioned: 博智、Meiko、名幸電子、SpaceX

博智 announced that its new Vietnam plant will begin mass production in 2027. Leveraging its joint-venture partner 名幸電子’s strengths in the SpaceX supply chain, it could enter the space server board market.

Facts:
- 博智’s revenue for months 1-9 was NT$4.811 billion, with after-tax net profit of NT$681 million.
- AI server application boards currently account for about 82% of 博智’s revenue.
- 博智’s Vietnam plant was established as a joint venture with Japan’s Meiko (名幸電子).
- 名幸電子 is itself a member of the SpaceX supply chain.

## 長榮’s quarterly profit doubled in Q3, topping 2 times its paid-in capital; EPS was the third-highest on record for a quarter

- Published: 2026-11-12T20:23:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660736
- anchor: #n3858793
- Companies mentioned: 長榮、長榮海運

長榮海運 (2603-TW) reported its third-quarter results, with quarterly profit rising 114.36% year over year to NT$46.615 billion and EPS reaching its third-highest level for a quarter. It benefited from peak-season demand and tight supply and demand caused by port congestion, with cumulative profit for the first three quarters also rising significantly. The company said it will optimize routes and strengthen its global logistics infrastructure footprint.

Facts:
- 長榮海運’s consolidated revenue for the third quarter was NT$146.776 billion, up 51.44% year over year.
- 長榮海運’s after-tax net profit for the third quarter reached NT$46.615 billion, up 114.36% year over year.
- 長榮海運’s third-quarter earnings per share (EPS) were NT$21.53, the third-highest quarterly figure on record.
- 長榮海運’s consolidated revenue for the first three quarters reached NT$338.449 billion, up 15.36% year over year.
- 長榮海運’s after-tax net profit for the first three quarters reached NT$70.953 billion, up 18.13% year over year.
- 長榮海運 said congestion at major global hub ports in the third quarter diluted the market’s actual available capacity.
- 長榮海運 will continue advancing its global network of key terminals and logistics infrastructure.

## [台灣大 earnings call] EPS of NT$4.26 for the first three quarters; 精誠’s net profit contribution estimated to rise to NT$1.226 billion

- Published: 2026-11-12T20:15:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660735
- anchor: #n3858794
- Companies mentioned: 台灣大、精誠資訊、台信電訊

台灣大 reported results for the first three quarters, with EPS of NT$4.26, and completed its acquisition of 精誠資訊, bringing its stake to 61.02%. Earnings contributions are expected to increase significantly.

Facts:
- 台灣大’s after-tax net profit for the first three quarters reached NT$12.95 billion, up more than 2 tenths year over year, with earnings per share of NT$4.26.
- 台灣大 completed its tender offer for 精誠資訊, bringing its total stake to 61.02%. 精誠’s net profit contribution to 台灣大 is estimated to rise to NT$1.226 billion.
- 台灣大 subsidiary 台信電訊 has completed its tender offer for 精誠資訊 common shares, acquiring a total of 49.16% of 精誠’s issued shares.
- 台灣大’s mobile service revenue in the third quarter was NT$17.05 billion, up 3% and a record high, with 5G accounting for 7 tenths.
- 台灣大’s overall Telco+ enterprise telecommunications business revenue rose 34% year over year in the third quarter, while revenue from data center businesses such as AIDC increased 1.4 times.
- Based on a pro forma balance sheet estimate, 台灣大’s consolidated total assets are expected to increase to NT$300 billion after the acquisition.
- 台灣大’s revenue for the first three quarters of this year totaled NT$149.58 billion, up 5.36% year over year; EBITDA was NT$34.165 billion, up 7.53%.

## Could the 輝達 turmoil sink the AI rally? 巴克萊: It is not time to leave yet

- Published: 2026-11-12T20:12:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6660732
- anchor: #n3858795
- Companies mentioned: 輝達、巴克萊、彭博、華爾街日報、微軟、Alphabet、亞馬遜

巴克萊 strategist Julien Lafargue said, commenting on the 輝達 leadership turmoil, that AI is a technological revolution, not a bubble. Investors should maintain their positions while watching interest-rate risks.

## 輝達 reportedly scouting for a new chief; foreign media columnist backs Jensen Huang staying on, with “power-sharing” conditions

- Published: 2026-11-12T20:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6659846
- anchor: #n3858796
- Companies mentioned: 輝達、NVDA-US、MarketWatch、花旗、Minotaur Capital、蘋果、AAPL-US、Vantage Point Asset Management

輝達 CEO Jensen Huang is facing a board investigation and questions over his future following an affair scandal. A foreign media columnist recommends that he stay on but share power and establish a clear succession plan. Analysts warn that leadership changes could weigh on the stock, while Washington is monitoring related national security risks.

Facts:
- 輝達 CEO Jensen Huang acknowledged having an affair, and the board has hired outside lawyers to investigate.
- MarketWatch columnist David Weidner argues that 輝達 should keep Jensen Huang on, but appoint an independent chair and publicly disclose a succession plan.
- 輝達市值約 4 兆美元，占標普 500 指數約 6.5%、那斯達克 100 指數約 13%。
- 花旗 analysts said Jensen Huang plays a central role in the company’s strategy, product direction, customer relationships and investor confidence.
- Washington has reason to clarify whom Jensen Huang has met with, whether he shared sensitive information, and to handle the matter through national security procedures.

## ‘Windrose’ gets even more building freedom in major ‘Ashlands’ update! More than 100 new items revealed, including building parts, furniture and decorations!

- Published: 2026-11-12T23:37:44+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000165.000071410.html
- anchor: #n3859591
- Companies mentioned: 株式会社ポケットペア、ポケットペアパブリッシング、Kraken Express、Pocketpair Publishing

株式会社ポケットペアは、海賊サバイバルクラフトゲーム『Windrose / ウィンドローズ』の大型アップデート「Ashlands」の新情報を公開した。今冬配信予定で、建築パーツや家具など100点以上の新アイテムが追加され、拠点づくりの自由度が向上する。

Facts:
- More than 100 new items
- Release date: April 14, 2026

## 宮城県でエアウィーヴ買取を強化｜買取マクサス仙台泉店が対象製品3,000円買取保証キャンペーンを開始

- Published: 2026-11-12T23:30:39+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000058.000193077.html
- anchor: #n3859592
- Companies mentioned: 株式会社わたるコーポレーション、買取マクサス仙台泉店、エアウィーヴ、airweave

宮城県仙台市に拠点を構える「買取マクサス仙台泉店」が、エアウィーヴ製品の買取を強化し、条件を満たす対象製品について3,000円以上の買取保証キャンペーンを開始した。

Facts:
- Guaranteed buyback price of at least ¥3,000

## SANA (TWICE), ANNA (meovv), Tsubasa Honda, Neru Nagahama, Mizuki Yamashita, TSUKI (Billlie) and other star guests attend the YSL Holiday Private Party

- Published: 2026-11-12T23:22:44+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000462.000032072.html
- anchor: #n3859490
- Companies mentioned: 日本ロレアル株式会社、イヴ・サンローラン・ボーテ、TWICE、meovv、Billlie、INI、LDH

日本ロレアル株式会社は、イヴ・サンローラン・ボーテの2026年ホリデーコレクション「YSL HOLIDAY PRIVATE PARTY」発売を記念し、東京・表参道でプライベートパーティーを開催。SANA（TWICE）、ANNA（meovv）、本田翼ら豪華ゲストが来場し、新コレクションを使用した。

Facts:
- The 2026 holiday collection
- Thursday, Nov. 12, 2026
- 9,460 yen (tax included)

## ‘A level of refinement that overturns everything you thought you knew about Pimax’: A deep dive into the ultra-compact, lightweight Dream Air PC VR series, featuring lifelike Micro-OLED visuals and exceptional wearing comfort

- Published: 2026-11-12T23:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000007.000191510.html
- anchor: #n3859441
- Companies mentioned: Pimax、小派科技（杭州）有限公司、ソニー

Pimax has announced the features of its ultra-compact, lightweight PC VR headsets, the ‘Dream Air’ and ‘Dream Air SE,’ along with details of its Black Friday campaign.

Facts:
- Under 170 g
- 3840×3552 per eye
- 110° horizontal
- 2560×2560 resolution per eye
- Starting November 1 (Friday)

## GENTLE MONSTER unveils the full lineup of its ‘Intelligent Eyewear’ collection for the first time at a public preview in New York

- Published: 2026-11-12T23:00:01+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000095.000137182.html
- anchor: #n3859440
- Companies mentioned: GENTLE MONSTER、Google、Samsung Electronics

GENTLE MONSTER unveiled the full lineup of its ‘Intelligent Eyewear’ collection for the first time at a public preview in New York. Developed in collaboration with Google’s AI ‘Gemini’ and Samsung Electronics, the collection will open for preorders on November 12 and officially launch in South Korea and the United States on December 10.

Facts:
- 16 designs in total
- Lightweight design at about 41 g
- Up to 9 hours
- Up to 72 hours
- 650,000–700,000 won