# AI News 180m Report｜2026-11-13 12:00–15:00 JST｜Page 8 of 8

One place for news and notices from 2 countries/regions: Japan, 558 items from 2 sources; Taiwan, 232 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Jensen Huang embroiled in China spy allegations; sources say Beijing has begun distancing itself from official role

- Published: 2026-11-13T12:02:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202611130063.aspx
- anchor: #n3868940
- Companies mentioned: 輝達、中央社

輝達執行長黃仁勳捲入婚外情及中國間諜疑雲，已請辭並退出董事會。知情人士指出，北京正透過媒體與社群操作切割官方角色，將事件導向個人財務糾紛，同時凸顯中國利用海外第三方公司滲透非紅供應鏈以規避出口管制之風險。

Facts:
- Taiwan began monitoring his visits to the island in 2024 at the U.S. government's recommendation
- (Edited by Su Long-chi and Yang Kai-hsiang) 1151113

## Financial, electronics and traditional industry stocks rally; Taiwan shares surge nearly 1,400 points, recouping losses from the 12th

- Published: 2026-11-13T11:59:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202611130062.aspx
- anchor: #n3868941
- Companies mentioned: 輝達、NVIDIA、聯發科、大立光、台積電、超微、AMD、Google、創意、世芯-KY、台達電、日月光投控、台光電、欣興、富邦金、國泰金、中信金

輝達（NVIDIA）執行長黃仁勳辭職，市場視為利空出盡，台股開高走高，盤中勁揚1397.61點至44489.48點，收復11月12日跌點。聯發科、大立光漲停，電子、金融指數強勢，傳產族群多數走高。

Facts:
- Surged 1,397.61 points intraday
- Reached 44,489.48
- Trading value of NT$502.2 billion
- Share price briefly reached NT$2,390 intraday
- Rose NT$50
- Market value rebounds to NT$61.97 trillion
- Contributed about 396 points to the broader market

## 3 candidates in Zhudong, Hsinchu County, suspected of vote-buying at banquets; released on bail ranging from NT$60,000 to NT$200,000

- Published: 2026-11-13T11:57:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611130061.aspx
- anchor: #n3868942

3 candidates in Zhudong Township, Hsinchu County, were suspected of vote-buying through free banquets. Prosecutors indicted them under the Anti-Corruption Act and the Election and Recall Act, and they were released on bail of NT$200,000, NT$100,000 and NT$60,000, respectively.

Facts:
- Released on bail of 200,000 dollars
- Released on NT$100,000 bail
- Released on NT$60,000 bail
- 13 locations searched
- 8 witnesses
- 4 mobile phones
- NT$10,000 allocated
- NT$20,000
- NT$10,000 given to the association

## DPP county and city mayoral candidates rally at Shen Po-yang campaign headquarters, urge voters to return home to vote on the 28th

- Published: 2026-11-13T11:56:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611130060.aspx
- anchor: #n3868943

DPP county and city mayoral candidates gathered at the campaign headquarters of Taipei mayoral candidate Shen Po-yang, urging voters to return home to vote on the 28th. Shen stressed the importance of every vote and spoke about a vision for new politics and governance. Attendees included candidates such as Huang Shih-chieh, Ho Hsin-chun and Chen Ting-fei, who each shared hometown snacks to foster a sense of connection.

Facts:
- 28th
- Several thousand votes

## Wu-surnamed village chief candidate in Yunlin County's Yuanchang Township suspected of bribery; detention and denial of visits approved

- Published: 2026-11-13T11:54:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611130059.aspx
- anchor: #n3868798

The Yunlin District Prosecutors Office investigated a bribery case involving a Wu-surnamed village chief candidate in Yuanchang Township, Yunlin County, and seized red envelopes and other items. Citing substantial suspicion and concerns that evidence could be destroyed, the court approved detention and denied visits.

Facts:
- NT$2,000 in cash
- NT$3000
- 4 people in total

## Philippines: South China Sea code talks about 7 tenths complete; year-end completion uncertain

- Published: 2026-11-13T11:51:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611130058.aspx
- anchor: #n3868799
- Companies mentioned: 中央社、Bilyonaryo

A Philippine Foreign Ministry official said negotiations on the Code of Conduct in the South China Sea (COC) are about 7 tenths complete, but some issues still need clarification, making it uncertain whether the talks can be concluded by the end of the year.

Facts:
- Currently about 7 tenths complete
- 49th Association of Southeast Asian Nations
- ASEAN and China signed in 2002
- The two sides adopted the COC framework in 2017
- Formal negotiations began in 2018
- And agreed in 2023 to accelerate negotiations
- Aim to complete within 3 years
- Increase the frequency of negotiations to once a month
- Only on key point of contention 1

## Taitung County mayoral race: Wu Hsiu-hua promotes public childcare to support employment; Chen Ying proposes postpartum subsidies and flexible work hours

- Published: 2026-11-13T11:45:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202611130057.aspx
- anchor: #n3868800

In the Taitung County mayoral race, KMT candidate Wu Hsiu-hua and DPP candidate Chen Ying have both proposed a policy of "one public childcare center in every township." Wu stressed improving maternity and postpartum care, expanding public childcare and supporting families. Chen proposed increasing postpartum care subsidies, promoting flexible work hours for parents, and combining AI learning support with measures to support teachers to ease the burden on parents and improve the educational environment.

Facts:
- 6 major policies for women and children
- 3 major directions

## Accused of conducting business activities in Taiwan for a Chinese company; Yao Xun and its executive couple indicted

- Published: 2026-11-13T11:44:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202611130056.aspx
- anchor: #n3868801
- Companies mentioned: 耀迅國際公司、中國宏微科技公司

Feng Yao-xian, head of 耀迅國際公司, and his wife, Zheng Hui-yue, were accused of violating the Act Governing Relations Between the People of the Taiwan Area and the Mainland Area by conducting business activities in Taiwan for 中國宏微科技公司. The Taipei District Prosecutors Office indicted them.

Facts:
- A total of more than NT$9.31 million was remitted to Feng Yao-xian

## 金像電 posts EPS of NT$28.41 in first 3 quarters, tops PCB profit rankings! Stock returns to NT$1,000 mark—which other PCB stocks are worth watching?

- Published: 2026-11-13T13:56:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181230
- anchor: #n3869869
- Companies mentioned: 金像電、高盛、健鼎、臻鼎-KY、定穎投控、台光電、聯茂、台燿、欣興、景碩、德宏、楠梓電、競國、富喬、律勝、泰鼎-KY、榮惠-KY、志超、南電、FTNN新聞網、東森新聞、經濟日報、Newtalk新聞、三立新聞網、非凡新聞、鉅亨網

金像電前三季EPS達28.41元奪得PCB獲利王稱號，股價重返千元關口。高盛看好其AI客戶產品轉換與泰國廠獲利貢獻，調升目標價至1660元。同時，健鼎、臻鼎-KY、定穎投控等多家PCB廠財報與營收亮眼，帶動整體族群行情發燒。

Facts:
- 金像電 posted earnings per share of NT$28.41 in the first 3 quarters, the highest among full-process PCB manufacturers.
- 高盛給予金像電「買進」評等，並將目標價調升至1660元。
- 定穎投控's October revenue rose 121.47% year over year, setting a record high.
- 臻鼎-KY's third-quarter revenue and gross margin both hit quarterly records.
- On the 11th, 11 PCB-related stocks hit their daily upper limits.

## 輝達 has lost Jensen Huang, but 台積電 has nothing to fear! The semiconductor industry is being reshuffled—which companies are the biggest winners?

- Published: 2026-11-13T13:45:50+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181226
- anchor: #n3869870
- Companies mentioned: 輝達、超微（AMD）、博通（Broadcom）、台積電、德州儀器（Texas Instruments）、亞德諾（Analog Devices）、英飛凌（Infineon）、宏利投資管理（Manulife Investment Management）、瑞穗美洲（Mizuho Americas）、Google、亞馬遜（Amazon）

Jensen Huang's departure triggered a decline in 輝達's share price, redirecting investment to semiconductor companies such as AMD, Broadcom and 台積電. 台積電 has become the biggest beneficiary because of its manufacturing capabilities. The market is reshaping its semiconductor investment portfolios, and the industry's competitive landscape could be upended.

Facts:
- 輝達's share price fell 11% this week, while AMD and Broadcom rose 30% and 24%, respectively, and 台積電 gained 11%.
- Jensen Huang's departure could weaken 輝達's supply-chain advantage and affect its technological lead.
- 台積電, as the manufacturer of 輝達's most advanced AI processors, has become a major beneficiary of the rotation of investment funds.
- Major tech companies forecast further increases in AI spending in 2027, with spending potentially continuing to rise in 2028.

## Jensen Huang's resignation sparks a wave of ASIC stocks hitting limit-up! Which stocks are in the sector, and who benefits first? A look at 聯發科, 創意 and 世芯-KY's financial results

- Published: 2026-11-13T13:44:58+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181223
- anchor: #n3869871
- Companies mentioned: 輝達、聯發科、創意、世芯-KY、台新投顧、Google、亞馬遜、Meta、微軟、M31、智原、台積電、聯電集團、巨有科技、晶心科、摩根大通、VIVO、OPPO、風傳媒

The resignation of 輝達 co-founder Jensen Huang sparked a rally in Taiwan-listed ASIC stocks, with 聯發科, 創意 and 世芯-KY shares hitting their daily upper limits. Third-quarter results from the 3 companies showed strong revenue growth, but they face challenges from gross margin dilution and high customer concentration, and the timing of benefits varies.

Facts:
- Jensen Huang resigned on the 12th, prompting funds to flow into custom-chip stocks in Taiwan on the 13th; 聯發科, 創意 and 世芯-KY all hit their daily upper limits during trading.
- 世芯-KY reported third-quarter revenue of US$819.3 million, up 267% year over year, and net income after tax of US$102 million, but its gross margin fell below 20%.
- 創意 reported October revenue of NT$8.433 billion and cumulative revenue of NT$52.532 billion for the first 10 months. Its EPS of NT$40.84 for the first 3 quarters has already surpassed its full-year 2025 figure.
- 聯發科 forecast fourth-quarter revenue of NT$210.1 billion to NT$221.8 billion, up 25% to 32% quarter over quarter, and confirmed it had secured its second cloud ASIC customer.
- 世芯-KY secured a new U.S. customer, which is expected to contribute about US$1 billion in revenue starting in the second quarter of 2027.

## Latest New Taipei poll released! Who is leading, Lee Chuan and Su Chiao-hui? 11-percentage-point gap among one group; one candidate sweeps 10 electoral districts

- Published: 2026-11-13T13:36:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181221
- anchor: #n3869872
- Companies mentioned: 鋒燦傳媒、全方位市場調查公司、創市際

鋒燦傳媒 released a 2026 New Taipei mayoral poll showing Su Chiao-hui leading Lee Chuan by 8.4 percentage points, with support at 44% versus 35.6%. The gap among habitual voters widened to 11%, and Su led in 10 of 11 councilor electoral districts, indicating an unfavorable race for the pan-blue camp.

Facts:
- The latest poll released by 鋒燦傳媒 showed DPP New Taipei mayoral candidate Su Chiao-hui with 44% support, compared with 35.6% for KMT candidate Lee Chuan.
- Among respondents who said they would "definitely vote," Su Chiao-hui had 47.7% support and Lee Chuan 36.7%, a gap of 11 percentage points.
- Su Chiao-hui led in 10 of New Taipei City's 11 councilor electoral districts, trailing only in Yonghe District.
- The poll was conducted from Nov. 4 to 10, 2026, with a total of 2,033 valid samples.
- The New Taipei mayoral candidates' official policy debate will take place on the morning of Nov. 13, with Su Chiao-hui, Lee Chuan and independent candidate Su Hui-huang sharing the stage to present their platforms.

## Chuang Jui-hsiung's gaffe about Chang San-cheng "having a stroke halfway through the election"! Lee Chuan: Campaign culture must not become this vile

- Published: 2026-11-13T13:28:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181213
- anchor: #n3869873

DPP legislator Chuang Jui-hsiung sparked controversy with a gaffe about the health of KMT candidate Chang San-cheng. The issue continued to draw attention despite his apology. KMT New Taipei mayoral candidate Lee Chuan criticized the campaign culture as vile and called for surrogates to be reined in.

Facts:
- While accompanying Huang Shih-chieh on a campaign drive on the 11th, DPP legislator Chuang Jui-hsiung remarked about KMT Taoyuan Mayor Chang San-cheng, "Could he have a stroke halfway through the election?"
- Chuang Jui-hsiung held a press conference in front of the Legislative Yuan chamber on the morning of the 13th and apologized 5 times.
- After the debate on the 13th, KMT New Taipei mayoral candidate Lee Chuan criticized campaign culture, saying it must not become so vile as to attack a person's health.
- KMT Taoyuan City Councilor Chan Chiang-tsun released footage recorded during a campaign drive on the 12th, confirming Chuang Jui-hsiung's remarks.
- Lee Chuan called on candidates to properly rein in their surrogates and said a legislator should not make such remarks.

## Chuang Jui-hsiung's gaffe about Chang San-cheng "having a stroke halfway through the election"! At press conference, he apologized 5 times: "I wasn't cursing him"

- Published: 2026-11-13T13:23:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181212
- anchor: #n3869874

DPP lawmaker Chuang Jui-hsiung sparked controversy after saying during a campaign motorcade event that KMT candidate Chang San-cheng might “suffer a stroke halfway through the campaign.” He held a news conference in front of the Legislative Yuan on the 13th, apologized 5 times in succession, admitted he had misspoken and pledged to speak more carefully.

Facts:
- DPP lawmaker Chuang Jui-hsiung was caught on video on the 11th while helping campaign for fellow party member Huang Shih-chieh, the Taoyuan mayoral candidate, during a campaign motorcade event, discussing whether KMT candidate Chang San-cheng might “suffer a stroke halfway through the campaign.”
- KMT Taoyuan City Councilor Chan Chiang-tsun posted footage on a social media platform on the 12th that had been recorded during a livestream of a campaign motorcade event.
- Chuang Jui-hsiung held a news conference outside the Legislative Yuan chamber on the morning of the 13th, publicly apologizing to Chang San-cheng and the public. He apologized 5 times in all.
- Chuang Jui-hsiung acknowledged that, as an elected representative, he had spoken out of turn in private, admitting he had not thought things through and had indeed made a serious gaffe.
- Huang Shih-chieh said he had seen Chuang Jui-hsiung’s statement and said politicians must be prudent in their words and actions.

## U.S. to begin cracking down on immigrants’ remittances to their home countries; group estimates annual losses of US$200 billion

- Published: 2026-11-13T13:22:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181216
- anchor: #n3869875
- Companies mentioned: 福斯新聞、路透社、美國國稅局、美國移民改革聯盟

U.S. Treasury Secretary Scott Bessent is advancing a new policy that would prohibit immigrants receiving public assistance from sending money abroad, aiming to crack down on welfare abuse in Minnesota and prevent funds from flowing to terrorist groups.

Facts:
- U.S. Treasury Secretary Scott Bessent is advancing a new policy to prohibit immigrants receiving public assistance from sending U.S. dollars abroad.
- Bessent is concerned that money remitted from Minnesota’s Somali community could flow to the terrorist group al-Shabaab.
- In the future, people making overseas remittances through money service businesses will have to check a box confirming whether they are receiving public assistance.
- According to FAIR, immigrant remittances cost the U.S. economy US$200 billion each year.
- Remitters can still send money abroad as long as they can prove the funds came from a lawful source.

## Anthropic is nearing its stock market debut. Could it repeat SpaceX’s surge? The key may lie in these timing milestones

- Published: 2026-11-13T13:22:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181215
- anchor: #n3869876
- Companies mentioned: Anthropic、SpaceX、Intropic、德意志銀行、貝倫貝格、SK海力士、景順、Candriam、Altisma Capital Management、Alphabet、Google、輝達、超微

Anthropic is planning an IPO next week at a valuation of US$1.4 trillion, with plans to join indexes quickly, following the SpaceX model. Strong buying from passive funds is expected, though employee share sales could increase supply.

Facts:
- Anthropic plans to issue 825 million shares at US$70 to US$78 each, raising up to US$64.4 billion.
- Anthropic’s company valuation could reach US$1.4 trillion.
- Anthropic is expected to be added to at least 6 major indexes in stages within 5 to 15 days of its listing.
- Intropic estimates that demand for Anthropic shares from passive funds could account for about 28% of the shares issued, worth about US$19 billion.
- Anthropic is allowing employees who hold about 15% of the company’s equity to sell some of their shares starting on the first day of its listing.
- Anthropic plans to raise US$26 billion through a separate private placement, with investors including Google, 輝達 and 超微.
- The shares Anthropic is offering in this IPO account for only about 6% of the company’s outstanding shares.

## Trump taps Cook to succeed Huang? Experts pour cold water on the idea: He excels at saving money, but that’s not what 輝達 needs most

- Published: 2026-11-13T13:16:48+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181197
- anchor: #n3869877
- Companies mentioned: 輝達、NVIDIA、蘋果、天風國際證券

輝達 founder Jensen Huang has resigned, with CFO Kress serving as interim CEO as the board launches a succession search. Trump named 蘋果’s Cook as a possible successor, but analyst Ming-Chi Kuo said Cook excels at cost management, while 輝達’s urgent need for new AI technology development still depends on Huang, making Cook’s chances slim.

Facts:
- 輝達 founder Jensen Huang has stepped down as CEO, with CFO Kress serving as interim CEO.
- U.S. President Trump named 蘋果 executive chairman Cook as a candidate to succeed 輝達’s CEO.
- 天風國際證券分析師郭明錤認為庫克強項在成本管理，而非AI新技術開發。
- 輝達’s board has launched a formal process to select a successor.
- There are currently no signs that Cook has been included on 輝達’s list of succession candidates.

## Jing Boran and Song Weilong lose out! TOP10 most handsome male actors in Chinese sweet romance dramas: The champion is cool yet gentle, winning hearts at first sight and excelling in both modern and costume dramas

- Published: 2026-11-13T13:16:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11180852
- anchor: #n3869878

This article rounds up the “TOP10 most handsome male actors in Chinese sweet romance dramas,” as voted by netizens, introducing the looks, signature works and 2026 drama updates of 10 actors, from Wei Zheming to Lin Yi, and analyzing the appeal of their roles in costume and modern dramas.

Facts:
- Recently, netizens voted for the “TOP10 most handsome male actors in Chinese sweet romance dramas.”
- Wei Zheming will appear in 《你是遲來的歡喜》 in 2026, playing lawyer Xu Huaizong.
- Li Yunrui will co-star with Guan Xiaotong in 《耀眼》 in 2026, playing the young Xing Wu.

## Can a 49-year-old become a mother after 3 miscarriages? Japanese woman travels to Taiwan and succeeds on her first try; doctor outlines 3 key assessments for egg donation

- Published: 2026-11-13T13:15:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181175
- anchor: #n3869879
- Companies mentioned: 宜蘊生殖中心

A 49-year-old Japanese woman identified as Ms. K traveled to 宜蘊生殖中心 in Taiwan and successfully gave birth through IVF with donor eggs, with the help of Dr. Wang Huailin. The doctor stressed that older women should assess 3 key factors—ovarian function, embryo quality and maternal health—to reduce risks.

Facts:
- After 3 miscarriages, 49-year-old Ms. K from Japan successfully gave birth to a baby girl on her first attempt with donor-egg IVF at 宜蘊生殖中心 in Taiwan.
- Research shows that about 90% of embryos from women aged 44 have chromosomal abnormalities.
- Statistics from the Ministry of Health and Welfare’s Health Promotion Administration for 2023 show that recipients of donated eggs were most commonly aged 45 to 49, accounting for 40.6%.
- Dr. Wang Huailin of 宜蘊生殖中心 said ovarian function, embryo quality and the uterine environment must be assessed before using donor eggs.
- Ms. K’s daughter took first place in an IVF babies’ crawling race.

## Taiwan stocks rebound this week! Have the FSC’s short-selling restrictions worked? Securities borrowing and short selling plunge as exit timing comes into focus

- Published: 2026-11-13T13:13:48+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181209
- anchor: #n3869880

After Taiwan stocks plunged 12.19% in a single week, the Financial Supervisory Commission introduced 5 market-stabilization measures, including short-selling restrictions, starting Nov. 9. Data show securities borrowing and short selling have declined, while Taiwan stocks’ cumulative gains over the same period outpaced Japan and South Korea. The FSC stressed that there is no preset timeline for ending the measures and that market stability remains the priority.

Facts:
- Taiwan stocks plunged for 5 consecutive trading days from Nov. 2 to 6, falling a cumulative 5510 points, with a weekly decline of 12.19%.
- The FSC announced 5 market-stabilization measures on Nov. 6, which formally took effect on Nov. 9.
- After the short-selling restrictions took effect, the daily intraday limit on securities-borrowing short-sale orders for individual stocks was cut from 30% to 3% of the average trading volume over the previous 30 business days.
- After the short-selling restrictions took effect, the daily value of securities-borrowing short sales on the main board ranged from NT$16.352 billion to NT$17.515 billion, down markedly from NT$39.27 billion before implementation.
- From Nov. 9 through 1:30 p.m. on the 12th, Taiwan stocks on the main board gained a cumulative 8.54%, outperforming Japan’s 5.8% and South Korea’s 5.28% over the same period.
- Wang Hsiu-ling, deputy secretary-general of the FSC’s Securities and Futures Bureau, said there is currently no preset timetable for ending the short-selling restrictions, and the agency will continue to monitor international financial conditions and changes in domestic capital markets.
- As of the end of October 2026, Taiwan stocks had a price-to-earnings ratio of about 24.92 times and a cash dividend yield of 1.63%.

## Today’s (11/13) top stories! Jensen Huang steps down: Will 輝達 still build its headquarters in Taipei? / Why are green iguanas becoming more common in Taiwan? / 2 national universities to merge

- Published: 2026-11-13T13:09:19+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181198
- anchor: #n3869881
- Companies mentioned: 輝達 (NVIDIA)、台積電、鴻海、廣達、緯創、聯發科、世芯-KY、智原、凌陽、創意、川湖、台灣自來水公司、林業保育署

風傳媒 reported today on 輝達 former CEO Jensen Huang’s resignation and the uncertainty surrounding the company’s Taipei headquarters plan, the surge in green iguana numbers in Taiwan and current control efforts, progress on the merger of National Sun Yat-sen University and National University of Kaohsiung, a strong rebound in Taiwan stocks led by ASIC companies and 創意’s rise to become the market’s most valuable stock, as well as developments in Investigation Bureau cases and water-supply interruptions.

Facts:
- 輝達 former CEO Jensen Huang formally resigned following an extramarital affair scandal, with CFO Colette Kress taking over as interim CEO.
- 林業保育署 statistics show that 230,595 green iguanas had been removed across Taiwan this year as of Nov. 11.
- The merger of National Sun Yat-sen University and National University of Kaohsiung is expected to be finalized as early as August 1, 2028.
- Taiwan stocks rebounded strongly today (the 13th), with gains at one point widening to more than 1200 points and the index regaining the 44,000-point mark.
- 創意 surged to the daily price limit at NT$8,645, overtaking 川湖 to become the new most valuable stock in Taiwan.
- Some areas in 9 cities and counties across Taiwan will have water service suspended today (11/13), with the outage in Dayuan District, Taoyuan City lasting as long as 12 hours.

## AI godfather’s affair wipes NT$74 trillion off 輝達’s market value! Hsieh Chin-ho flags warning signs in Jensen Huang’s resignation: “These Taiwanese companies” could face a reckoning

- Published: 2026-11-13T13:04:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181210
- anchor: #n3869882
- Companies mentioned: 輝達、NVIDIA、特斯拉、阿里巴巴

輝達 CEO Jensen Huang resigned amid an extramarital affair and concerns over the company’s China market strategy, causing its market value to plunge. Hsieh Chin-ho warned that Taiwanese supply-chain companies could face a reckoning if they are involved in gray areas across the Taiwan Strait.

Facts:
- 輝達 announced in a statement on the 12th that co-founder and CEO Jensen Huang had resigned as president, CEO and director, effective immediately.
- Amid Jensen Huang’s resignation and the affair scandal, 輝達 lost US$2.279 trillion in market value, equivalent to about NT$74.75 trillion.
- 輝達股價在事件發生後盤中最低跌至148.8美元，市值剩下3.586兆美元。
- Chris, who oversaw finance for 13 years, took over as acting CEO of 輝達, and the board began a search for a successor.
- Financial media chairman Hsieh Chin-ho said Jensen Huang's excessive focus on the Chinese market could expose 輝達 to major risks, with the vulnerability being Huang Le, who has been accused of being a Chinese spy.
- Hsieh Chin-ho analyzed that the U.S. establishment was preparing to purge those close to the center of power, and that underground chip transshipment hubs in Southeast Asia could be shut down.
- Malaysia has become a new AI hub, with Chinese data centers being built there, while 阿里巴巴's share price has recently plunged.

## Will chip controls tighten after Jensen Huang steps down? Four U.S. bills advance with the National Defense Authorization Act, while Taiwan also moves to criminalize AI chip smuggling

- Published: 2026-11-13T13:00:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181204
- anchor: #n3869883
- Companies mentioned: 輝達、Megaspeed、艾司摩爾、東京威力科創、天風國際證券、Counterpoint、Minotaur Capital、台積電、鴻海、緯創

輝達創辦人黃仁勳因醜聞辭職，促使美國國會推動四項嚴格晶片管制法案，同時台灣政府擬修法將AI晶片走私入罪，顯示美中科技戰持續升溫，出口管制漏洞遭全面封堵。

Facts:
- 輝達創辦人黃仁勳於12日辭去執行長職務。
- The U.S. Senate version of the National Defense Authorization Act includes 3 bills: the AI Overwatch Act, the Chip Security Act and the Match Act.
- The Remote Access Security Act passed the House in January this year and is awaiting Senate review.
- Taiwan's Ministry of Economic Affairs is preparing to add AI servers and advanced semiconductors to its list of controlled items. Smuggling them to China would become a criminal offense.
- Jensen Huang previously argued that 輝達 should be allowed to sell China lower-tier chips such as the H200, saying this would keep the global AI ecosystem tied to U.S. technology.
- The Trump administration first banned sales of the H20, which was specially designed for the Chinese market, then reversed course and allowed H200 exports on the condition that the United States take a 25% cut.
- 輝達 plans to invest about $150 billion a year in Taiwan.

## The 3 most determined zodiac signs! Others give up halfway, but the No. 1 sign pushes through to the end no matter how tired it gets

- Published: 2026-11-13T13:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178724
- anchor: #n3869276

The article examines the three most determined signs of the Chinese zodiac, highlighting their refusal to give up in the face of difficulties. In particular, the top-ranked sign perseveres to the end even when exhausted.

Facts:
- The article states that the folk beliefs it contains do not represent the position of the publishing website.

## Why does the end of a motorcycle brake lever have a “small ball”? It's not decorative! A shop owner reveals its 2 real purposes: without it, the motorcycle cannot be ridden on the road

- Published: 2026-11-13T12:57:20+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181206
- anchor: #n3869277
- Companies mentioned: NOWNEWS今日新聞、財團法人車輛研究測試中心、ARTC

The article reveals that the “small ball” at the end of Taiwan motorcycle brake levers and the “groove” in the middle are not decorative or signs of shoddy workmanship, but safety features required by regulations. These details are designed to prevent rider injuries in an accident and ensure the brakes remain functional; vehicles that do not comply will fail inspection.

Facts:
- The small ball at the end of a motorcycle brake lever serves 2 purposes: preventing puncture injuries and providing a nonslip grip.
- The groove in the middle of the brake lever is designed to make the lever break first in a motorcycle crash.
- Motorcycle brake lever designs comply with the Ministry of Transportation's “Restrictions on Motorcycle Projections” in the Vehicle Safety Inspection Standards.
- Motorcycles must pass ARTC testing before they can be licensed and sold.
- The EU requires the minimum radius of curvature at the end of motorcycle brake and clutch levers to be at least 7mm.

## Carbon-cutting efforts turned into a business-promotion event: Venezuela insists on oil extraction at COP31 and raises funds and discusses drilling partnerships on site

- Published: 2026-11-13T12:56:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181205
- anchor: #n3869278

COP31 was held in Antalya, Turkey, where Venezuela and Iran respectively stressed oil rights and compensation for wartime environmental damage. Oil-producing countries rejected phasing out fossil fuels, drawing criticism from climate action groups over greenwashing.

Facts:
- Venezuela's interim president Rodríguez reaffirmed at COP31 that Venezuela would not stop oil extraction.
- Turkish Energy Minister Bayraktar said he was excited about discussing potential cooperation projects with Venezuela in the oil and gas sectors.
- Iran's Islamic Revolutionary Guard Corps claimed it had struck 2 oil tankers laden with oil using naval mines.
- Venezuela's interim president Rodríguez launched the “Venezuela Life Plan” and argued that Venezuela is a net carbon sink.
- Iranian President Pezeshkian called for a compensation mechanism for environmental damage caused by military attacks.

## Explainer: Why did Liang Wen-chieh say “there is no Taiwan independence”? Is the DPP preparing for dialogue with Beijing? Former NSC secretary-general Su Chi reveals the condition: “The whole party must do one thing”

- Published: 2026-11-13T12:50:48+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181201
- anchor: #n3869279

Former National Security Council secretary-general Su Chi analyzed that senior Mainland Affairs Council officials' repeated statements that “there is no Taiwan independence issue” came as Xi Jinping's adjustment of Beijing's language on unification showed a growing sense of urgency, putting pressure on the Democratic Progressive Party. Su said the move was not enough to build trust and that a unified position across the entire party was needed to advance cross-strait reconciliation.

Facts:
- Mainland Affairs Council Minister Chiu Chui-cheng said there is currently no Taiwan independence issue, only the issue of forced unification by the Chinese Communist Party.
- Chinese Communist Party General Secretary Xi Jinping said at a ceremony marking the 160th anniversary of Sun Yat-sen's birth that no space would be left for Taiwan independence and separatist activities.
- Former National Security Council secretary-general Su Chi said the Mainland Affairs Council's statements clearly showed that it felt under pressure.
- Xi Jinping's placing of “national reunification” ahead of “the great rejuvenation” is unprecedented in the past 50 years.
- Mainland Affairs Council Deputy Minister Shen You-chung said Taiwan has never had the option of Taiwan independence.
- Mainland Affairs Council Deputy Minister Liang Wen-chieh reiterated that the Republic of China and the People's Republic of China are not subordinate to each other.
- Su Chi said that if the Democratic Progressive Party wants to move toward peace, it must have a unified position across the entire party.

## Check out the landmark “全陽交響曲” on Roosevelt Road: an art museum-style sales center and a rare residential landmark near Zhongzheng Junior High School and Guting's 2 MRT lines

- Published: 2026-11-13T12:45:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181194
- anchor: #n3869280
- Companies mentioned: 全陽建設

全陽建設 has launched a new project, “全陽交響曲,” on Section 2 of Roosevelt Road in Taipei's Zhongzheng District, drawing attention with a sales center designed like an art museum. The project offers access to the Zhongzheng Junior High School district, convenience from Guting's 2 intersecting MRT lines, and a 24-story SRC earthquake-resistant landmark building, attracting market interest.

Facts:
- 全陽建設 has launched a new residential project called “全陽交響曲” on Section 2 of Roosevelt Road in Taipei's Zhongzheng District.
- The project is in the Zhongzheng Junior High School district, with top schools such as National Taiwan University and National Taiwan Normal University nearby.
- The project is only about 100 meters from Exit 7 of Guting MRT Station, where the Songshan-Xindian and Zhonghe-Xinlu lines intersect.
- The site covers about 606 ping and occupies a standalone block with roads on all 4 sides.
- The building is planned as a 24-story SRC steel-frame structure, with its seismic coefficient raised to 0.36G.
- The interior design features an uncommon 3.6-meter ceiling height for an urban area.
- The project is near the Wanda Line, which is expected to be completed by the end of 2027.

## While canvassing for Huang Shijie, he asked, “Will Chang San-cheng have a stroke halfway through the campaign?” Chuang Jui-hsiung admits he misspoke and apologizes

- Published: 2026-11-13T12:44:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181183
- anchor: #n3869281

Democratic Progressive Party legislator Chuang Jui-hsiung publicly apologized on the 13th for an inappropriate remark about Chang San-cheng having a stroke while canvassing, acknowledging that his words were out of line and promising to speak more carefully.

Facts:
- While canvassing with Huang Shijie recently, Chuang Jui-hsiung privately asked whether Chang San-cheng “would have a stroke halfway through the campaign.”
- Chuang Jui-hsiung apologized for the incident in an interview at the Legislative Yuan on the 13th.
- Chuang Jui-hsiung acknowledged that his private remarks were inappropriate and apologized to Chang San-cheng and the public.
- Chuang Jui-hsiung clarified that he did not mean to curse anyone, but acknowledged that he had spoken seriously out of turn without thinking things through.
- Huang Shijie said politicians must speak and act carefully, and that he would continue to hold himself to this standard.

## DPP candidates join forces to urge voters to return home! Shen Po-yang says the tide is sweeping across Taiwan; Jensen Huang's resignation “will not affect the election”

- Published: 2026-11-13T12:41:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181176
- anchor: #n3869282
- Companies mentioned: 輝達、NVIDIA、華爾街日報

14 Democratic Progressive Party county and city mayoral candidates gathered in Taipei on the 13th for a “Youth Homecoming” news conference, urging young people to return home to vote. Shen Po-yang stressed the importance of every vote and a new political vision, and said the resignation of 輝達's founder would have limited impact on the election.

Facts:
- 14 Democratic Progressive Party county and city mayoral candidates gathered on the 13th at the Taipei mayoral campaign headquarters of Shen Po-yang for a news conference.
- The news conference was titled “青春返程 Vote For Home: 家鄉Way為家鄉” and aimed to urge young people to return home to vote.
- In his remarks, Shen Po-yang said ocean currents had reached every corner of Taiwan, symbolizing hope for a new kind of politics.
- Shen Po-yang said the resignation of 輝達 founder Jensen Huang would not have much impact on Taiwan's year-end elections.
- In her remarks, Chen Ting-fei mentioned Tainan's breakfast culture and urged people to return home to vote so their opponents would not receive election subsidies.

## Where is AI headed in the second half? From chips to servers, experts explain Taiwan's next steps in tech | Talks in northern, central and southern Taiwan starting Dec. 7

- Published: 2026-11-13T12:35:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181169
- anchor: #n3869283
- Companies mentioned: 風傳媒、元大投信

風傳媒 and 元大投信 are co-hosting the 2026 Taiwan Investment Trends Forum, taking place in northern, central and southern Taiwan from Dec. 7 to 10, with experts invited to analyze trends in AI and the semiconductor industry.

Facts:
- The 2026 AI wave is propelling Taiwan’s tech industry onto the center of the global stage.
- The 2026 Taiwan Investment Trends Forum is organized by 風傳媒 and co-organized by 元大投信.
- The forum will be held in Taipei, Taichung and Kaohsiung on Dec. 7, 9 and 10, respectively.
- Taiwanese companies are playing an increasingly pivotal role in the AI supply chain.
- The forum will invite industry and financial experts to help the public understand the growth drivers of Taiwan’s trillion-yuan tech companies.

## 劍湖山世界 and 太平老街 lose out! Yunlin’s top attraction draws 14.02 million visitors; tourists praise its cheap food and grand architecture, saying it is a must-visit every year

- Published: 2026-11-13T12:35:27+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11176820
- anchor: #n3869284

Data released by the Tourism Administration, Ministry of Transportation and Communications, for January to August 2026 show that Beigang Chaotian Temple in Yunlin took the top spot with 14.02 million visitors, while 太平老街 and Wude Temple ranked 二nd and 三rd, highlighting the appeal of Yunlin’s religious culture and historic streets.

Facts:
- The top attraction in Yunlin County from January to August 2026 was Beigang Chaotian Temple and its surrounding area, which recorded more than 14.02 million visitors.
- Douliu’s 太平老街 and surrounding area recorded 10.1 million visitors from January to August 2026, ranking second among Yunlin attractions.
- Beigang Wude Temple ranked third among Yunlin’s top attractions with 6.92 million visitors. It is dedicated to the Heavenly Official Five-Road Martial God of Wealth.
- Beigang Chaotian Temple is a nationally designated historic site with a history of more than 三百 years. It is dedicated to Mazu.
- Douliu’s 太平老街 has preserved many historic buildings dating from the Japanese colonial period to the present, featuring Baroque-style facade decorations.

## A point of pride for Taiwan dentistry! 悅庭’s 黃傳貴 takes the stage at Italy’s Conometric World Congress, unveils ECCO anterior tooth reconstruction for the first time

- Published: 2026-11-13T12:35:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181189
- anchor: #n3869285
- Companies mentioned: 悅庭牙醫

悅庭牙醫 Deputy Director 黃傳貴 presented the ECCO anterior tooth reconstruction technique for the first time at the Conometric World Congress in Italy on Nov. 7, 2026. By reusing the patient’s original front-tooth crown as a temporary tooth after implant placement, the technique addresses anxiety over the appearance of missing teeth. He also plans to publish an academic paper to promote the technique.

Facts:
- 悅庭牙醫 Deputy Director 黃傳貴 presented the ECCO anterior tooth reconstruction technique at the Sixth Conometric World Congress, held in Bologna, Italy, on Nov. 7, 2026.
- The core concept of ECCO anterior tooth reconstruction is to modify the original crown preserved after immediate extraction and implant placement, then attach it to the implant as a temporary tooth during healing.
- Dr. 黃傳貴 came up with the idea of using the original tooth crown in 2021 and compiled 三 clinical cases with follow-up periods of about 30 months, 10 months and 7 months.
- Use of the technique requires assessment of the original crown’s integrity, infection status, bone and gum conditions, and implant stability. Patients must also avoid biting food with the temporary tooth after surgery.
- Dr. 黃傳貴 is currently compiling clinical cases and preparing an academic paper, aiming to inspire peers and provide a reference for preoperative discussions.

## EV owners, take note! U-POWER marks its Emerging Stock Board debut with 10 straight days of steep discounts; charging costs just NT$6.7 per kWh on weekends and off-peak hours

- Published: 2026-11-13T12:34:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181190
- anchor: #n3869286
- Companies mentioned: U-POWER旭電馳科研

U-POWER旭電馳科研 (stock code 7967) has begun trading on the Emerging Stock Board and is offering 10 consecutive days of discounted charging from Nov. 13-22. Off-peak and weekend charging costs NT$6.7 per kWh, and customers can also earn U-POINT by completing tasks.

Facts:
- U-POWER旭電馳科研 has the stock code 7967 and is now officially trading on the Emerging Stock Board.
- U-POWER is offering a 10-day charging promotion from Nov. 13 to 22.
- During the promotion, charging costs NT$6.7 per kWh during off-peak hours and on weekends.
- U-POWER has launched 兩 member bonus tasks, each of which awards 67 U-POINT upon completion.
- The first task, “7967 Positioning Battle,” awards 67 U-POINT to the first 1,000 people who complete it.
- The second task, “79-kWh Charging Challenge,” awards 67 U-POINT after customers accumulate 79 kWh of charging.
- U-POWER旭電馳科研 has the stock code 7967.

## Salmon leaps out of the sushi platter! 雞湯桑 teams up with 點爭鮮 for “來点雞湯桑幾壘”

- Published: 2026-11-13T12:32:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181188
- anchor: #n3869288
- Companies mentioned: 雞湯桑、MAGiC TOUCH点爭鮮

雞湯桑 and 點爭鮮 launched a 三-month collaboration on Nov. 15, offering 六 limited-edition dishes featuring salmon, as well as delivery options, coupons and merchandise to provide a heartwarming winter dining experience.

Facts:
- Chicken paitan specialist diner “雞湯桑” has teamed up with “MAGiC TOUCH点爭鮮” for a limited 三-month collaboration.
- The collaboration’s theme is “來点雞湯桑幾壘,” bringing salmon flavors to 雞湯桑 ramen and creative dishes.
- The first featured item, “【桑心鮮零】Sea Urchin and Salmon Chicken Paitan Ramen,” is priced at NT$328.
- The collaboration offers 兩 creative dishes for different occasions: tender chicken and salmon roe seaweed rice wraps, and double-salmon seaweed rice wraps. Both are priced at NT$39.
- Two limited-edition collaboration dishes are available on delivery platforms: Japanese-style salmon assortment set meal and rich sea urchin and salmon ramen.

## Explainer》Could ancient male lovers meet each other’s parents? In the Ming dynasty, “sworn brothers” were accepted even by parents, and their married lives were even more surprising

- Published: 2026-11-13T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178528
- anchor: #n3869291

This article examines the “sworn brothers” custom in Ming-dynasty Fujian, citing 沈德符’s 《萬曆野獲編》 and 李漁’s novels to explore how intimate relationships between men gained family acceptance and coexisted with traditional marriage.

Facts:
- The Ming-dynasty writer 沈德符 recorded in 《萬曆野獲編》 that Fujian had a form of intimate relationship between men known as “sworn brothers.”
- In a sworn-brother relationship, the younger brother’s parents would accept the elder brother as they would a son-in-law.
- The elder sworn brother might cover the younger brother’s living expenses and even pay for him to marry.
- 李漁, a writer of the late Ming and early Qing dynasties, depicted the story of scholar 許季芳 and a young man named 尤瑞郎 in 《無聲戲》.

## Explainer》How are EasyCard and iPASS different? Key differences revealed: choose the right one to save substantially on commuting costs; a guide to their features

- Published: 2026-11-13T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11180025
- anchor: #n3869290
- Companies mentioned: 悠遊卡公司、一卡通票證公司、iPASS一卡通、風傳媒、琉球銀行、HIVEX

風傳媒 compiled information comparing EasyCard and iPASS, noting that the cards offer the same commuter rewards in northern Taiwan and the same stored-value limit, but only iPASS offers local transit discounts in Kaohsiung. They also differ in how they can be used for payments when traveling in Japan.

Facts:
- EasyCard began operating on the Taipei Metro in 2002 and has built up a large user base across Taipei and New Taipei over the years.
- iPASS launched in December 2007 and went into service alongside the Kaohsiung Metro in March the following year.
- In Kaohsiung, when using iPASS or the iPASS MONEY ride code on distance-based buses or JOY buses, passengers pay no more than NT$60 per trip.
- EasyCard launched the SuperCard in October 2022, raising the single-transaction spending limit to NT$10,000.
- Since 2024, iPASS MONEY has partnered with cross-border payment provider HIVEX, allowing travelers in Japan to scan codes at PayPay partner stores and pay directly through the app.

## Business buzz》An industrial component introduced 50 years ago suddenly becomes a hot seller? A 126-year-old company becomes a contender in the AI era

- Published: 2026-11-13T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181013
- anchor: #n3869289
- Companies mentioned: Armstrong International

U.S. valve manufacturer Armstrong International suddenly received a flood of orders. An investigation found that its product was being used in liquid-cooling systems at data centers to help release excess air, giving the company entry into a highly confidential high-tech market.

Facts:
- Armstrong International suddenly received a huge order but had no idea who the customer was
- The product is used in liquid-cooling systems at data centers packed with servers
- Data centers use air vents made by Armstrong to release excess air from their systems
- Each air vent costs only a few hundred dollars
- Armstrong International is a company with a 126-year history

## Never pack 5 items in your suitcase when traveling abroad! Taoyuan Airport reveals a disastrous outcome: “System paralyzed, flights affected”—the entire airport could be thrown into chaos

- Published: 2026-11-13T12:29:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11180667
- anchor: #n3869292
- Companies mentioned: 桃園機場公司、英國倫敦蓋威克機場、日本中部國際機場

The baggage carousel for arrivals at Terminal 1 of Taoyuan Airport was temporarily shut down after a loose suitcase strap became caught in the track. Repairs took 1 hour. Airports in the UK and Japan have also issued guidance reminding travelers to secure external luggage accessories properly to prevent equipment failures.

Facts:
- A tray derailed at the arrivals baggage carousel in Terminal 1 of Taoyuan Airport on the evening of the 7th.
- The accident was caused by a loose suitcase strap getting caught in the conveyor track.
- After receiving a report, the airport operator redirected baggage from affected flights to other carousels. The faulty equipment was repaired within 1 hour.
- 英國倫敦蓋威克機場列出5種需要留意的物品，包含行李綁帶、絲巾或圍巾、緞帶或絲帶、行李保護套及其他鬆散配件。
- 日本中部國際機場提醒若綁帶沒有穿過行李箱提把內側或固定過於鬆散，運送途中便可能滑落。

## Taiwan stocks surge more than 1,200 points! ASIC sparks a wave of limit-up stocks; 創意 hits the limit at NT$8,645, becoming the new queen of newly listed stocks

- Published: 2026-11-13T12:27:49+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181185
- anchor: #n3869293
- Companies mentioned: 輝達、CoreWeave、超微、博通、Google母公司Alphabet、亞馬遜、台積電、聯發科、鴻海、台達電、南亞、創意、世芯-KY、川湖、大立光、玉晶光、穎崴、金像電、力旺、智原、凌陽、安國、M31、晶心科

Taiwan stocks rebounded sharply by more than 1,200 points on April 13, with the ASIC sector in focus. 創意 surged to NT$8,645, becoming the new stock queen, as the market watched institutional net buying and selling and developments in the AI chip supply chain.

Facts:
- Taiwan stocks rebounded strongly today (13), jumping 1,131 points at the opening to 44,198, a gain of 2.62%.
- 創意 surged to NT$8,645, surpassing 川湖 to become Taiwan stocks’ new stock queen.
- 聯發科 surged to the limit-up price of NT$4,235, breaking through monthly-line resistance at NT$3,945.
- 輝達 CEO Jensen Huang resigned, and CFO Colette Kress will serve as interim CEO, a development that drew market attention.

## Huang Kuo-chang found not guilty at first instance! He raised the “nail threat case” and questioned 鏡週刊’s funding; the defendant made a brief remark in court in response to the aggravated defamation charge.

- Published: 2026-11-13T12:27:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181186
- anchor: #n3869294
- Companies mentioned: 精鏡傳媒、MMG公司、吹哨者保護協會、高雄鋼鐵人

The Taipei District Court issued its first-instance ruling in the aggravated defamation case between Taiwan People’s Party Chairman Huang Kuo-chang and 鏡週刊, finding Huang not guilty. Huang had questioned 精鏡傳媒’s funding flows and a threat incident involving a reporter. 鏡週刊 considered his remarks damaging to its reputation and filed a lawsuit. The court ultimately ruled in Huang’s favor, though the case may still be appealed.

Facts:
- The first-instance ruling was issued in the legal dispute between Taiwan People’s Party Chairman Huang Kuo-chang and 鏡週刊, with the Taipei District Court finding Huang not guilty.
- On October 1, 2025, Huang Kuo-chang questioned how 精鏡傳媒 Group, despite losses of 十幾億元, had at least NT$800 million transferred to Taiwan from a tax haven through the overseas MMG公司.
- 鏡週刊 filed suit because it believed Huang Kuo-chang had linked the reporter threat incident to the group, allegedly spreading false statements that damaged its reputation.
- 鏡週刊 argued that the threat against the reporter stemmed from a report about former 高雄鋼鐵人 head coach Chen Kuan-hao and had nothing to do with the magazine.
- When Huang Kuo-chang appeared in court on October 16, 2026, he harshly criticized 鏡週刊 for abusive criminal litigation and wasting precious judicial resources.

## Four straight limit-up sessions! 台玻 shares surge more than 41% to a record high—can investors still get in? Why did foreign investors and 00981A ramp up purchases within a week?

- Published: 2026-11-13T12:21:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181181
- anchor: #n3869295
- Companies mentioned: 台玻、台嘉蚌埠玻璃纖維、富喬、南亞、群益投顧

台玻 shares hit record highs after four straight limit-up sessions, driven by AI demand. Foreign investors were net buyers, but analysts warned that the valuation was too high.

Facts:
- 台玻 shares hit the limit-up price on each of the 4 trading days this week, reaching an intraday high of NT$84.3 on the 12th, the highest in more than 36 years.
- 台玻 reported consolidated revenue of NT$5.566 billion in October, up 56.49% year over year, returning above NT$5 billion for the first time in about 5 years.
- 台玻 posted after-tax profit of NT$2.705 billion in the third quarter, up 113.56% quarter over quarter and setting a new quarterly high for the year.
- 台玻’s board approved a fourth-phase expansion plan worth about NT$7.26 billion on November 2.
- 主動統一台股增長（00981A） made a major purchase of 1,200 lots of 台玻 on the 10th.
- Foreign investors made a major net purchase of more than 140,000 lots of 台玻 on the 12th.
- The 八 major state-owned financial institutions reversed course and sold a net 10,220 lots on the 12th, topping the net-selling list.
- 群益投顧 rated 台玻 “Buy” with a target price of NT$81.

## Jensen Huang is out—will 輝達 still build its headquarters in Taipei? Experts say it will be difficult! The Taipei City Government’s Department of Land Administration and Chiang Wan-an respond.

- Published: 2026-11-13T12:16:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181184
- anchor: #n3869296
- Companies mentioned: 輝達、Nvidia、台積電、台灣輝達經典股份有限公司

輝達 founder Jensen Huang resigned amid a scandal, and CFO Colette Kress will serve as interim CEO. Addressing concerns that the company’s headquarters plan at Taipei’s Beishi Technology Park might change, Taipei Mayor Chiang Wan-an and the city government said the contract was proceeding as planned. The NT$12.2 billion project is expected to break ground at the end of November, and the board also expressed confidence.

Facts:
- 輝達 founder Jensen Huang resigned from all senior positions amid an affair scandal.
- 輝達 CFO Colette Kress was appointed interim CEO.
- Taipei Mayor Chiang Wan-an said the 輝達 Taipei headquarters project was proceeding as planned under the contract.
- 輝達’s Taiwan subsidiary signed contracts worth as much as NT$12.2 billion, including one for land-use rights.
- Construction of 輝達’s Taipei headquarters is expected to begin after the building permit is issued at the end of November, following issuance of the miscellaneous construction permit.
- Veteran media figure Wang Shang-chih believes the outlook for 輝達’s Taipei headquarters is bleak.
- 輝達 board chairman Harvey Jones said in a statement that the company’s operations would continue without disruption.

## 勞動部發錢了！中高齡快領這1筆「每月5000元進帳」連拿18個月，就業獎勵如何申請一次看

- Published: 2026-11-13T12:12:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181156
- anchor: #n3869297

The Ministry of Labor’s care services employment incentive provides unemployed workers with monthly allowances of NT$5,000 to NT$7,000 for up to 18 months, totaling a maximum of NT$108,000, to encourage them to switch to the long-term care sector and help address labor shortages.

Facts:
- The Ministry of Labor has introduced a “Care Services Employment Incentive” to encourage unemployed workers to enter the long-term care sector.
- Eligible people referred to jobs by a public employment service agency can receive an incentive of NT$5,000 to NT$7,000 per month for up to 18 months, for a maximum total of NT$108,000.
- In 2024, more than 45,000 vacancies in the care services sector were registered through public employment service agencies.
- In the past 3 years, related employment incentive programs have helped more than 30,000 unemployed workers enter the care services sector.
- Middle-aged and older unemployed people accounted for 53.3% of those who entered the long-term care sector through employment incentive programs.
- The Care Services Employment Incentive is paid in stages: NT$5,000 per month for months 1 through 6, NT$6,000 per month for months 7 through 12, and NT$7,000 per month for months 13 through 18.
- Applicants must meet one of the following conditions: having been unemployed continuously for at least 30 days, having been involuntarily laid off, or being assessed as eligible by a public employment service agency.

## Jensen Huang’s downfall! 輝達’s US$100 billion AI investment empire could be upended, putting Silicon Valley’s “founder mode” to the test.

- Published: 2026-11-13T12:11:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181178
- anchor: #n3869298
- Companies mentioned: 輝達、OpenAI、Anthropic、CoreWeave、Intel、Nokia、Hugging Face、Groq、xAI、SB Energy、Lambda

Jensen Huang abruptly resigned as 輝達 CEO, sending shock waves through the AI chip industry. 輝達’s investment commitments total US$124 billion, and the board has appointed the CFO as interim CEO while launching a search for a successor.

Facts:
- Jensen Huang abruptly resigned as 輝達 CEO. The board appointed CFO Colette Kress as interim CEO and launched a successor-selection process.
- As of the end of July, 輝達 and its venture capital arm had made a combined US$124 billion in equity investments and investment commitments.

## 車禍2年後突腿軟！7旬婦體內8支鋼釘全斷光 醫師「3階段重建」助新生

- Published: 2026-11-13T12:05:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181168
- anchor: #n3869299
- Companies mentioned: 員榮醫院

A team led by Dr. Hua Shih-yuan at 員榮醫院 successfully treated a 70-year-old woman injured in a car crash. Fatigue fractures of all 8 steel pins in her body had caused nonunion; she recovered after 3 years of 三-stage reconstruction therapy.

Facts:
- A 70-year-old woman was involved in a serious motorcycle crash 5 years ago, suffering severe comminuted fractures of her left thigh and the tibia and fibula in her lower leg.
- All of the fixation pins in the woman’s body broke due to fatigue, with a total of 8 pins fractured.
- The attending orthopedic surgeon at 員榮醫院 was Hua Shih-yuan, who explained the 三 main causes of atrophic nonunion.
- The medical team developed a “3-stage reconstruction therapy,” involving removal of the old pins, implantation of demineralized bone matrix material, and finally switching to intramedullary nail fixation.
- After nearly 3 years of precise reconstruction and treatment, the patient can now squat, jump, and walk freely, regaining a high quality of life.
- The bone in the patient’s affected area became necrotic due to insufficient blood supply, turning into dead bone like “ivory and white jade” that could not heal naturally.
- A 3D mesh demineralized bone matrix material resembling a “bird’s nest” was used during treatment, combined with the patient’s own cells to promote new bone formation.

## Why pay building management fees for a parking space that is not being used? The management committee isn’t charging arbitrarily! Insiders reveal 2 legal ways to resolve the issue.

- Published: 2026-11-13T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11176657
- anchor: #n3868870

The article explains that building parking spaces still incur management fees even when unused because the fees maintain basement public safety and the operation of electromechanical equipment. The law does not allow owners to refuse payment on the grounds that the space is unused. Unpaid fees may lead to lawsuits and compulsory enforcement; renting out the space or amending the bylaws is recommended as a solution.

Facts:
- Parking-space management fees cover the costs of maintaining basement public safety, electromechanical equipment, and access routes; they are not parking-use fees.
- Under Paragraph 2, Article 10 of the Condominium Administration Act, the costs of repairing and maintaining common areas are shared by unit owners in proportion to their respective ownership shares.
- Legal interpretations hold that unit owners cannot refuse to pay parking-space management fees on the grounds that they “do not use” the space or have waived their right to use it.
- If a unit owner or resident is more than 2 payment periods behind or owes a substantial amount, and still fails to pay after being given a reasonable period to do so, the management committee may ask a court to order payment.
- After obtaining a final payment order or a favorable judgment, the management committee may apply for compulsory enforcement, seizing the delinquent owner’s bank deposits and wages or even placing a lien on and auctioning real estate to recover the debt.

## Chart》More than half of Taiwan’s households do not have a dehumidifier! Adoption rates across the six special municipalities differ by more than 2 times, and the highest is not Taipei.

- Published: 2026-11-13T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178778
- anchor: #n3868869

A 2025 survey by the Directorate-General of Budget, Accounting and Statistics found that dehumidifiers were present in only 47.52% of Taiwan households. Among the six special municipalities, Taoyuan City had the highest rate (67.60%) and Kaohsiung City the lowest (29.31%). Clothes dryer adoption was even lower, at just 14.74%, with Taoyuan City also ranking first.

Facts:
- The 2025 penetration rate of dehumidifiers in Taiwanese households was 47.52%.
- Kaohsiung's dehumidifier penetration rate was just 29.31%, the lowest among the six special municipalities.
- The 2025 penetration rate of clothes dryers in Taiwanese households was 14.74%.
- Taoyuan's clothes dryer penetration rate was 25.77%, about 4.92 times Kaohsiung's 5.24%.

## Economic Debate: Reality is too harsh for the Fed to ignore! Rate hikes may need to come faster and more aggressively…

- Published: 2026-11-13T12:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181012
- anchor: #n3868868

The U.S. core inflation rate rose to 3.7% in October, setting a new high as price increases accelerated. Fed Governor Waller had previously indicated that a 0.3% monthly increase would warrant a 50-basis-point rate hike. The latest data meet that condition, and markets expect the Fed may take a more hawkish monetary policy stance to combat inflation.

Facts:
- Core consumer prices, excluding food and energy, rose at an annualized rate of 3.7% over the 3 months through the end of October.
- Fed Governor Waller said that if core prices rose by about 0.3% in October, the Fed should consider a 50-basis-point rate hike next month.
- Core price increases were higher than the 1.6% rate over the 3 months through the end of July.
- Price increases accelerated across the board, reflecting the impact of rising tariffs, energy prices and shipping costs.
- U.S. inflation exceeded 9% in 2022.

## The real gap between Shen Boyang and Chiang Wan-an? He reveals how Lo Ta-yu woke up “this group of people caught in the current”: internal polling has flipped.

- Published: 2026-11-13T11:59:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181174
- anchor: #n3868871

Shen Boyang revealed the real gap between himself and Chiang Wan-an in the local elections, saying Lo Ta-yu's remarks had woken up “this group of people caught in the current,” leading to a reversal in internal polling.

## 00878's distribution hits a record high! Its 1.74 million beneficiaries are watching for the payout; final buy date revealed, quarterly distribution yield at 3.79%.

- Published: 2026-11-13T11:59:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181173
- anchor: #n3868872
- Companies mentioned: 國泰投信、集保結算所、投信投顧公會

國泰投信 announced a record-high 4th-quarter distribution of NT$1.25 for 00878, with the number of beneficiaries topping 1.74 million. The ex-dividend date is 11/17, and the final buy date is 11/16. Its long-term performance has outpaced the industry average.

Facts:
- The second-stage 4th-quarter distribution for Cathay Sustainable High Dividend ETF (00878) is NT$1.25 per beneficiary unit, a record high for a single quarter.
- The final buy date for 00878 before it goes ex-dividend is November 16, and the ex-dividend date is November 17.
- 00878 now has 1,748,220 beneficiaries, a new record.
- 00878's 5-year total return, including dividends, reached 181.75%, above the average for similar ETFs.
- The number of 00878 investors using regular fixed-amount investment plans topped 330,000 in October.

## Long bonds actually lose to short bonds? Dark horse among U.S. bond ETFs emerges, with it taking all top 3 spots and returns topping 7%.

- Published: 2026-11-13T11:59:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11180934
- anchor: #n3868873
- Companies mentioned: 大華投信、聯準會、國泰、群益、中信

美國期中選舉後民主黨掌控國會，預期財政赤字壓力減輕，加上聯準會政策轉向寬鬆，促使美債殖利率回落。大華投信經理人郭修誠指出，在經濟軟著陸情境下，長天期投資級債券的價格彈性優勢逐漸顯現，配置價值提升。

Facts:
- After the U.S. midterm elections, Democrats gained control of both the Senate and the House, causing U.S. Treasury yields to fall.
- 郭修誠 is the manager of three bond ETFs, including 大華優利美A債十五.
- The top eight Taiwan-listed bond ETFs by total return, including distributions, so far this year have all been short-term products.

## Buying sneakers without checking out 摩曼頓 or ABC-MART? Insiders recommend one store for “affordable, versatile and durable” shoes, saying it beats other major brands.

- Published: 2026-11-13T11:43:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181170
- anchor: #n3868874
- Companies mentioned: 鞋全家福、三商行（三商投控）、三商巧福、拿坡里披薩、美廉社、復華投信、鄭豐喜基金會

A user shared on Threads their experience buying affordable, versatile shoes at 鞋全家福, a store backed by the 三商行 group that offers a wide range of shoes and considerate service, especially for people with foot disabilities.

Facts:
- 鞋全家福 offers versatile, durable shoes at prices in the hundreds of dollars; dress shoes cost less than NT$690 after discounts.
- 鞋全家福 is part of the 三商行（三商投控） group, which owns several well-known brands.
- 鞋全家福 offers a single-shoe reservation service, making it easier for people with foot disabilities to buy shoes in different sizes and have them delivered to their homes.
- 鞋全家福 serves customers looking for children's shoes, student shoes, office dress shoes and walking shoes for seniors.
- 鞋全家福's shoes have simple designs, are comfortable and affordable, and suit a range of occasions.

## If a husband receives an old-age pension, can his wife still collect it after he dies? For how long? A simple guide to eligibility and benefit estimates for National Pension survivor benefits.

- Published: 2026-11-13T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11176999
- anchor: #n3868879

The Bureau of Labor Insurance has announced the eligibility requirements and benefit estimates for National Pension survivor benefits. It clarified that payments end if a surviving spouse remarries and cannot be reinstated, and provided benefit examples for different contribution periods to help families understand their entitlements.

Facts:
- The basic guaranteed amount for National Pension survivor benefits is NT$4,049; if the calculated amount is lower, this amount will be paid instead.
- If a surviving spouse remarries, survivor benefits stop starting the month after the remarriage. They cannot be reinstated even if the spouse later divorces.
- The order of priority for claiming National Pension survivor benefits is: spouse and children, parents, grandparents, grandchildren, and siblings.
- Starting in 115, the National Pension funeral benefit is NT$105,515. It may be claimed only if the insured person dies before age 65 while covered by the National Pension.
- Survivor benefit applications may be backdated for up to 5 years before the application date.

## In charts: Taiwanese made 18.94 million outbound trips in a year, including 6.73 million to Japan! All 6 top destinations exceeded 1 million trips; see the truly popular countries and regions.

- Published: 2026-11-13T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11178563
- anchor: #n3868878

Taiwan's National Immigration Agency announced 2025 outbound travel statistics, with a total of 18.94 million trips for the year, up 12.4% year over year. Japan topped the list with 6.73 million trips, while Asia's overall share rose to 93.51%, showing that Taiwanese travelers' overseas trips are heavily concentrated in Asia.

Facts:
- Japan was the top first destination for Taiwanese travelers in 2025, with 6.73 million trips, accounting for 35.5% of the annual total.
- In 2025, the number of trips to six countries or regions as a first destination exceeded 1 million: Japan, mainland China, South Korea, Hong Kong, Vietnam and Thailand.
- The 6 most popular destinations drew more than 15.67 million trips combined, about 82.7% of the annual total of outbound trips.
- In 2025, Asia accounted for 93.51% of first destinations for outbound trips, the Americas for 3.46%, Europe for 1.90% and Oceania for 1.10%.
- Hong Kong was the fastest-growing of the 6 top destinations, up about 35.1% year over year, overtaking Vietnam to rank fourth.
- Vietnam and Thailand were the only 2 of the 6 top destinations to see a decline in trips, with Thailand down 8.4%.

## 台鐵「5大免費服務」不知道虧大了！搭火車換票、轉乘都不用錢，1車廂還有免費餐點可以選

- Published: 2026-11-13T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11180279
- anchor: #n3868877
- Companies mentioned: 台鐵

台鐵 announced 5 free services to improve the passenger experience: ticket exchanges with no service fee, EMU3000 cleaning reports via QR code, meal selection in Tze-Chiang Limited Express business-class cabins, assistance for passengers with reduced mobility, and transfer discounts during holiday periods.

Facts:
- 台鐵 allows 1 ticket exchange per order without a service fee, provided it is completed at least 30 minutes before the original train's departure.
- 台鐵 will launch a carriage-cleaning report service on EMU3000-class Tze-Chiang Limited Express trains starting August 1, 2026.
- Passengers in Tze-Chiang Limited Express business-class cabins who select their meal online before 17:00 the day before travel can choose 1 complimentary item from the designated snacks.
- Passengers who need a wheelchair space can book online or call the customer service hotline at 0800-765-888.
- 台鐵 has offered transfer discounts during holiday promotions, such as free basic-distance or 1-section fares when transferring to city buses with an electronic ticket from September 24 to 28, 2026.

## Financial Debate: Even if Huang Jen-hsun steps down, investors should not sell 輝達 stock; they should buy more against the trend instead. Why?

- Published: 2026-11-13T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181009
- anchor: #n3868876
- Companies mentioned: 輝達、《華爾街日報》、《風傳媒》

《華爾街日報》 analysis says that although 輝達 founder Huang Jen-hsun faces an extramarital affair controversy that has eroded the company's market value, investors should view the share-price slump as a buying opportunity given the AI market's enormous growth potential.

Facts:
- 《華爾街日報》 says investors should buy 輝達 shares when the price is low.
- 推算五年後個人與企業每年在人工智慧上的支出將達約 4 兆美元
- 每年 4 兆美元的現金流折算成現值約為 40 兆美元
- The article recommends that Huang Jen-hsun retire.

## Nationwide NT$10,000 cash payout is coming! The Executive Yuan announces the earliest deposit date; “post office ATM cash withdrawal schedule revealed,” with 7 regions offering extra payments of up to NT$10,000 per person.

- Published: 2026-11-13T11:18:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181165
- anchor: #n3868880

The Executive Yuan announced a NT$235.7 billion budget for a universal cash payout of NT$10,000 per person, with the first payments expected to be deposited on January 26, 2027. Townships in several areas are also issuing revitalization vouchers. There are 5 ways to claim the money, and officials stressed the need to guard against fraud.

Facts:
- The Executive Yuan plans to allocate NT$235.7 billion in the 116 fiscal-year central government budget to pay NT$10,000 to every person.
- If the budget bill completes the legislative process by January 5, 2027, the first payments could be deposited into people's accounts as early as January 26, 2027.
- Each resident of Guangfu Township, Hualien County, can receive up to NT$10,000 in revitalization cash benefits. The supplementary claim process closes at 5 p.m. on Nov. 16.
- The cash distribution will have no income-based exclusion clause and will cover citizens with household registration in Taiwan, overseas personnel, foreign spouses, foreign nationals with permanent residency, and newborns.
- The local revitalization cash benefits in Haiduan Township, Taitung County, and Guangfu Township, Hualien County, amount to as much as NT$10,000 per person.

## No more health insurance premiums! Seniors in 16 counties and cities benefit as the government pays the full amount directly; a look at additional subsidies across Taiwan

- Published: 2026-11-13T11:16:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11181043
- anchor: #n3868881

This article compiles the status of health insurance premium subsidies for people aged 65 and older in Taiwan’s counties and cities in 2026. It notes that a central government amendment did not take effect because the Executive Yuan declined to countersign it, and that people must apply under the policy in their area.

Facts:
- Taiwan currently has no nationwide system exempting people aged 65 from health insurance premiums, and rules differ by county and city.
- Eligible people can receive a monthly reduction of up to NT$826, saving as much as NT$9,912 a year.
- The Executive Yuan announced that it would not countersign the Elderly Welfare Act amendment passed by the Legislative Yuan, so the amendment has not taken effect.
- Nantou County will expand its subsidies starting in April 2026. People aged 65 and older will be eligible regardless of income and will not need to apply.
- Eligible Taipei residents must have been registered there for at least 1 year, and their comprehensive income tax rate must be below 20%.

## Blue-and-white cooperation must not come at the expense of trust within the party: Hsu Hsin-ying’s campaign strategy must be clarified, and the KMT should guard against a double loss in Hsinchu County and Zhubei

- Published: 2026-11-13T11:12:49+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181162
- anchor: #n3868882

The KMT nominated Wu Hsu-chih to run for Zhubei mayor, but confusion over Hsu Hsin-ying’s bid for the county magistrate seat and signals about cross-party campaign cooperation have triggered a crisis of trust within the party. The article calls on the KMT’s central leadership to clarify its coordination principles and avoid a double loss in Hsinchu County and Zhubei as a result of Blue-and-White cooperation.

Facts:
- Wu Hsu-chih attended the opening rally for Hsu Hsin-ying’s joint campaign headquarters in Hukou and voiced support for a shared victory.
- Jaw Shaw-kang attended Chiu Chen-yuan’s campaign rally.
- KMT Chairperson Cheng Li-wun, Hsinchu County Council Speaker Chang Chen-jung, and Hsinchu County Deputy Magistrate Chen Chien-hsien are giving Wu Hsu-chih their full support.
- Chiang Wan-an recorded a video supporting Chiu Chen-yuan, and Wu Hsu-chih publicly responded that he would continue to bring together support from all sides.
- The article warns that mishandling Blue-and-White cooperation could become a historic disaster that gives the DPP a boost.

## Jensen Huang resigns: Is 輝達’s Beishi Science Park headquarters plan in jeopardy? He warns AI capital spending could be reshuffled: the new CEO may have no special ties to Taiwan

- Published: 2026-11-13T11:11:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181161
- anchor: #n3868883
- Companies mentioned: 輝達、NVIDIA、台積電

輝達 founder Jensen Huang resigned amid an extramarital affair scandal, with Chief Financial Officer Colette Kress serving as acting CEO. Media analysis says the new leadership lacks a special connection to Taiwan, putting 輝達’s plan to establish its Taipei headquarters in Beishi Science Park in doubt; its strategy of major overseas investments in physical assets may also shift toward shareholder returns.

Facts:
- Jensen Huang resigned as 輝達’s CEO and director amid an extramarital affair scandal, with Chief Financial Officer Colette Kress serving as acting CEO.
- Media personality Wang Shang-chih believes 輝達’s plan to establish its Taipei headquarters in Beishi Science Park is unlikely to proceed because the new leadership has no special connection to Taiwan.
- Jensen Huang’s investment in Japan reached 1.2 trillion yen in 2026 (about $82 billion), making it his largest overseas investment.
- 輝達’s overseas investment plans for 2026 total more than $140 billion, excluding Germany and Taiwan.
- 輝達 and 台積電 have a deeply integrated partnership covering CoWoS advanced packaging, HBM supply, and mass production of customized GPU chips.
- Those seeking to oust Jensen Huang include major shareholders dissatisfied with the decision to put huge profits into new investments rather than return money to shareholders.
- Harvey C. Jones became 輝達’s first-ever chairman and said the personnel changes would not affect operations.

## Tanya Chua encourages young people to stay true to their creative vision as Alexander亞立山大 wins the annual original music award and the crossover youth category championship

- Published: 2026-11-13T09:11:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11181149
- anchor: #n3868903
- Companies mentioned: 台灣青年夢想聯盟協會、臺北市政府文化局、凱基文化藝術基金會、躍耳娛樂、臺北城市科技大學、1500聲量音創學院、Hit Fm聯播網、StreetVoice街聲、Blow吹音樂

The 13th H.O.T. Original Music Competition held its final on Nov. 7 at WESTAR in Ximending, with Tanya Chua as chief judge. Alexander亞立山大 won the crossover youth category championship and the annual best original music award. The competition emphasized the “Stay Pure” spirit, encouraging young people to stay true to their creative vision.

Facts:
- The final of the 13th H.O.T. Original Music Competition was held on 十一月七日 at WESTAR in Ximending.
- Golden Melody Award-winning singer Tanya Chua served as chief judge of this year’s competition.
- Alexander亞立山大 won the crossover youth category championship and the KGI Annual Best Original Music Award.
- The competition’s core spirit was “Stay Pure—let your energy shine freely.”
- 張欣如Shin won the high school category championship.
- PY won the college category championship.
- The event was organized by 台灣青年夢想聯盟協會 and co-organized by 臺北市政府文化局.

## From near-delisting to a soaring stock price! Su Zifeng named 雅虎財經’s “CEO of the Year”: How did she lead AMD’s comeback?

- Published: 2026-11-13T14:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661578
- anchor: #n3869802
- Companies mentioned: 超微、輝達、博通、World Labs、雅虎財經、華爾街、滙豐銀行

超微執行長蘇姿丰憑藉股價飆漲158%、市值破兆及收購World Labs等成就，獲頒雅虎財經「年度CEO」。其主導的MI450 GPU與EPYC CPU推動資料中心營收創新高，展現對抗輝達的強大實力。

Facts:
- 超微執行長蘇姿丰獲得《雅虎財經》頒發「年度執行長」獎項。
- 超微股價今年迄今大漲158%，表現優於輝達下跌7%。
- 超微斥資82億美元收購AI新創公司World Labs。
- 超微第三季營收達133.8億美元，年增45%。
- 超微資料中心營收年增97%至85億美元，創歷史新高。
- 超微市值曾在9月底首度突破1兆美元大關。
- Su Zifeng received the National Medal of Science from U.S. President Donald Trump.

## Malaysia probes Megaspeed subsidiary over possible illegal transshipment of AI chips to China

- Published: 2026-11-13T13:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661530
- anchor: #n3869803
- Companies mentioned: Megaspeed、SpeedMatrix、Speedmatrix

Malaysia is investigating the alleged transshipment of chips by Megaspeed subsidiary SpeedMatrix. The company is accused of shipping restricted chips to China; the government did not approve its application and is conducting an investigation with the United States and Singapore.

Facts:
- On the 13th, Malaysia’s Ministry of Investment, Trade and Industry worked with customs authorities to investigate whether chips imported by SpeedMatrix were being transshipped overseas.
- SpeedMatrix is accused of possibly helping ship U.S. export-controlled chips to China.
- Malaysia’s trade ministry said it had never approved any relevant applications from Megaspeed or SpeedMatrix.
- Malaysia is working closely with authorities in Singapore and the United States to strengthen controls.
- SpeedMatrix is a tenant at a data center in Malaysia and brings in servers and AI chips for its operations.

## Alphabet enters Hong Kong dollar and Singapore dollar bond markets for the first time, drawing oversubscriptions equivalent to nearly $4 billion

- Published: 2026-11-13T13:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661529
- anchor: #n3869804
- Companies mentioned: Alphabet、Google、Natixis、路透社

On the 12th, Google parent Alphabet issued Hong Kong dollar- and Singapore dollar-denominated bonds for the first time, raising nearly $4 billion equivalent. Despite a sell-off in AI assets, the offering was oversubscribed and priced at tighter spreads, reflecting strong demand for technology bonds in Asian local-currency markets.

Facts:
- On the 12th, Google parent Alphabet (GOOGL-US) issued Hong Kong dollar- and Singapore dollar-denominated bonds for the first time, raising nearly $4 billion equivalent in total.
- The Hong Kong dollar bonds were issued in 2-year, 5-year and 10-year tranches, totaling HK$16 billion across 三 parts.
- The Singapore dollar bonds were issued in 2-year, 5-year, 10-year and 30-year tranches, with 四 parts totaling S$2.28 billion.
- Orders for the Hong Kong dollar bonds exceeded HK$32.5 billion, while demand for the Singapore dollar bonds surpassed S$4 billion.
- Alphabet said the proceeds would be used for general corporate purposes, which may include repaying existing debt.

## Analysis: Jensen Huang’s sudden resignation sparks Chinese media speculation that 輝達 could face a record fine and a breakup crisis

- Published: 2026-11-13T13:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661503
- anchor: #n3869805
- Companies mentioned: 輝達、NVDA-US、微軟、MSFT-US、蘋果、AAPL-US、超微、AMD-US、博通、AVGO-US、新思科技、Megaspeed、美超微、SMCI-US、Hugging Face、Paul Weiss律師事務所

輝達 co-founder Jensen Huang resigned from all positions amid an extramarital affair and national security concerns. Chief Financial Officer Colette Kress became acting CEO, while Harvey C. Jones, former CEO of 新思科技, became the company’s first chairman, triggering sharp market volatility.

Facts:
- 輝達 announced on the 12th that co-founder Jensen Huang had resigned as president, CEO and director, effective immediately.
- Chief Financial Officer Colette Kress became interim CEO while continuing to serve as CFO.
- The board appointed Harvey C. Jones, former CEO of 新思科技, as the company’s first-ever chairman.
- 輝達 shares plunged more than 11% at one point after the market opened on the 12th, briefly pushing its market value below $4 trillion.
- In a letter, Jensen Huang admitted to being unfaithful to his wife and apologized to his family and employees.
- 美國總統川普公開點名蘋果執行董事長庫克接任輝達執行長。
- There is currently no indication that the Justice Department will bring criminal charges against 輝達 or Jensen Huang.

## 輝達 plunges more than 11% this week but fails to drag down U.S. stocks! AMD surges more than 30% as three major sectors rise against the trend

- Published: 2026-11-13T13:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661182
- anchor: #n3869204
- Companies mentioned: 輝達(NVDA-US)、標普500指數、FactSet、Siebert Financial、超微(AMD-US)、費城半導體指數(SOX)、Explosive Options、Alphabet(GOOGL-US)、Google、博通(Broadcom-US)、Anthropic、Edward Jones

輝達 shares plunged over a CEO scandal but failed to drag down U.S. stocks. Instead, the turmoil prompted funds to flow into other chip stocks such as AMD, and the 標普500指數 rose against the trend.

Facts:
- 輝達 (NVDA) shares plunge more than 11% amid CEO Jensen Huang’s affair scandal
- The 標普500指數 is still up nearly 3% week to date
- AMD shares surge more than 30% this week
- 費城半導體指數(SOX) rises more than 11% over the same period
- 輝達 currently has a market capitalization of about $4 trillion
- 輝達 accounts for more than 6% of the 標普500指數
- The S&P 500 Information Technology sector is still up 3.7% week to date

## Huang’s departure could affect Anthropic’s listing; 輝達’s $10 billion investment in focus

- Published: 2026-11-13T12:57:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661236
- anchor: #n3869205
- Companies mentioned: 輝達、NVDA、Anthropic、AMD、谷歌、GOOGL、Alphabet、亞馬遜、AMZN、彭博行業研究、InvestorPlace、Miller Tabak & Co.、高盛、摩根士丹利

輝達 CEO Jensen Huang’s departure raises questions about Anthropic’s listing, with markets watching whether its $10 billion investment will be affected. Anthropic’s annualized revenue has reached $81 billion, and demand for subscriptions is strong. It is expected to list on Nov. 19.

Facts:
- The sudden departure of 輝達 CEO Jensen Huang adds uncertainty to Anthropic’s IPO.
- 輝達 will participate in Anthropic’s $26 billion private placement, subscribing for about $10 billion in shares.
- Anthropic plans to raise up to $90.4 billion in total, targeting a valuation of about $1.4 trillion.
- As of Oct. 31, Anthropic’s annualized revenue had reached $81 billion.
- Anthropic is expected to list on the Nasdaq Global Select Market on Nov. 19 under the ticker symbol “ANT.”
- AMD and 谷歌 have each agreed to subscribe for about $2.5 billion and $10 billion in shares, respectively, as part of the private placement.
- Anthropic’s S-1 registration statement for its listing says it is diversifying supply risks through a diversified AI accelerator procurement strategy.

## 日月光投控 expands adoption of smart sensing, purchasing an additional 5,000 Ainos systems to support advanced packaging

- Published: 2026-11-13T12:50:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661518
- anchor: #n3869206
- Companies mentioned: 美商Ainos、Ainos、日月光投控

U.S. company 美商Ainos and 日月光投控 signed a $9 million contract for the supply of 5,000 AI Nose systems, marking the largest single order in Ainos’ history and a new stage in the commercialization of chemical intelligence platforms for semiconductor manufacturing.

Facts:
- U.S. company 美商Ainos and 日月光投控 signed a $9 million purchase contract for an additional 5,000 AI Nose systems.
- The deal marks the highest-value single purchase order since Ainos was founded.
- 日月光投控 will pay a 50% deposit of $4.5 million within 60 days of signing the contract.
- The new contract is worth about 4.3 times the previous $2.1 million contract.
- Ainos’ AI Nose platform has amassed more than 3 billion real-world chemical data points.

## 電動車、火箭與衛星整合？特斯拉、SpaceX傳最快下月宣布合併

- Published: 2026-11-13T12:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661502
- anchor: #n3869207
- Companies mentioned: 特斯拉、SpaceX、TSLA-US、SPCX-US

彭博報導特斯拉與SpaceX正進行合併洽談，最快12月宣布。馬斯克證實已成立特別委員會討論，因兼任雙公司CEO存在利益衝突而回避參與。

Facts:
- 特斯拉與SpaceX合併洽談傳升溫，雙方最快可能在12月宣布合併。
- 馬斯克在10月的SpaceX第三季財報電話會議上稱，與特斯拉合併「是個好主意」。
- SpaceX市值約1.90兆美元，特斯拉約1.57兆美元，合計約3.47兆美元。
- Musk confirmed that the two sides had formed a special committee of independent directors to discuss a merger, and said he would not participate in the discussions because of a conflict of interest.
- If the merger goes through, it would create a company spanning electric vehicles, energy storage batteries, rockets and satellite businesses.

## Could a Tesla-SpaceX merger benefit Bitcoin? Don’t get too excited yet

- Published: 2026-11-13T12:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661150
- anchor: #n3869209
- Companies mentioned: Tesla、TSLA-US、SpaceX、SPCX-US、Anthropic、GSR、加拿大皇家銀行、ZeroHedge、Polymarket、Benzinga

Rumors of a Tesla-SpaceX merger have drawn market attention to Bitcoin liquidity, but analysts say a stock-for-stock deal would not require Bitcoin sales. The two companies hold more than 30,000 Bitcoin combined. Although they face capital expenditure pressures, they have ample cash, limiting the merger’s material impact on the Bitcoin market.

Facts:
- If a SpaceX-Tesla merger were structured as an all-stock deal, investors would not need to sell Bitcoin to raise funds.
- Tesla and SpaceX hold a combined 30,221 Bitcoin.
- The total value of the Bitcoin held by the two companies is about $2.53 billion.
- SpaceX’s property and equipment spending totaled $48.07 billion in the first nine months of this year.
- SpaceX held $89.86 billion in cash and marketable securities at the end of the quarter.
- Polymarket puts the probability of SpaceX announcing a merger by the end of 2027 at 68%.

## He backed him staying on until the very last moment! Trump reveals call from Huang after his resignation: He was going through hell, and felt most guilty toward his wife and family

- Published: 2026-11-13T12:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661482
- anchor: #n3869208
- Companies mentioned: 輝達、Ford

Trump disclosed that 輝達’s former CEO Jensen Huang called him after resigning to discuss the scandal. Although Trump backed him and viewed him as central to the AI strategy, Huang still chose to leave.

Facts:
- U.S. President Trump publicly revealed details for the first time of a private conversation with 輝達’s former CEO Jensen Huang during an interview at the White House on Thursday (the 12th).
- Hours after announcing his resignation, Jensen Huang called Trump and discussed the affair scandal that led to his departure and the harm it had caused his family.
- Trump believes 輝達 is essentially “too big to fail,” a key part of the global economy that supports his AI vision.
- Huang pledged to establish up to $500 billion in AI infrastructure capacity in the United States.
- The New York Times reported that Trump called Huang on Tuesday (the 10th), as the affair scandal intensified, urging him to fight to keep his job.
- 黃仁勳去年5月陪同川普出訪波灣國家，見證沙烏地阿拉伯與阿聯酋採購輝達晶片的合作。
- Trump sees Huang as a modern-day Henry Ford, leading the technology that will define this century.

## 〈Real Estate〉日勝生 breaks ground today on the Kaohsiung R17 World Games Station A5 public urban renewal project, with investment topping NT$8.85 billion

- Published: 2026-11-13T12:22:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661498
- anchor: #n3869210
- Companies mentioned: 日勝生、京站百貨

日勝生 and the Kaohsiung City Government held a groundbreaking ceremony on the 13th for the “Kaohsiung R17 World Games Station A5 Public Urban Renewal Project,” with investment topping NT$8.85 billion. The project aims to create a mixed-use technology and business park combining offices, housing and commercial facilities, strengthening urban support for the semiconductor industry corridor in northern Kaohsiung.

Facts:
- 日勝生 and the Kaohsiung City Government held a groundbreaking ceremony on the 13th for the “Kaohsiung R17 World Games Station A5 Public Urban Renewal Project.”
- The project is expected to involve total investment of more than NT$8.85 billion, with a construction period of about 4 years.
- The site covers about 4,200 ping and is planned to include a 21-story industrial office building, an 18-story corporate housing building and 3 floors of commercial facilities.
- The corporate housing project is planned to have about 618 units, ranging in size from about 7 to 32 ping.
- The industrial workspaces are designed for a floor load of 1.5 metric tons per square meter.

## 中環’s net profit surges 1.5 times year on year in first three quarters; EPS of NT$2.17, with upbeat outlook for peak fourth quarter

- Published: 2026-11-13T12:19:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661495
- anchor: #n3869211
- Companies mentioned: 中環、Verbatim

Optical disc maker 中環 posted after-tax net profit of NT$2.327 billion for the first three quarters, up 156% year on year, with EPS of NT$2.17. The company is optimistic about the fourth-quarter peak season, citing demand for Flash storage and power products.

Facts:
- 中環’s operating profit reached NT$311 million in the first three quarters, up nearly 20 times year on year.
- 中環 posted after-tax net profit of NT$2.327 billion in the first three quarters, up 156% year on year.
- 中環’s earnings per share for the first three quarters were NT$2.17.
- 中環 is focusing on storage and power as its two main areas of development.
- 中環 is optimistic about fourth-quarter demand for Flash storage and power products.

## Huang steps down! Analysts see ASIC opportunity; 聯發科, 創意 and 世芯-KY hit limit-up

- Published: 2026-11-13T12:16:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661491
- anchor: #n3869212
- Companies mentioned: 輝達、NVIDIA、超微、AMD、Google、聯發科、創意、世芯-KY、台新投顧

Huang’s departure from 輝達 has shaken markets, with analysts expecting CSPs to accelerate in-house ASIC development and trigger a major shift in orders. 聯發科, 創意 and 世芯-KY are positioned to benefit from the ASIC opportunity thanks to their cross-platform design capabilities. Their shares all hit the daily limit-up today, emerging as havens for market funds.

Facts:
- 輝達 (NVIDIA) announces that Jensen Huang is stepping down, stunning the global tech industry.
- 聯發科, 創意 and 世芯-KY shares among ASIC stocks all surged to limit-up.
- 聯發科 shares rose to the limit-up price of NT$4,235 today, gaining nearly 25% over the past 6 trading days.
- 創意 surged straight to its limit-up price of NT$8,645 during intraday trading.
- 世芯-KY closed locked at its limit-up price of NT$4,040.

## 〈Earnings〉Cerebras Q3 revenue tops expectations, announces partnership with 微軟; shares surge 18% after hours

- Published: 2026-11-13T12:01:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661470
- anchor: #n3868808
- Companies mentioned: Cerebras Systems、Microsoft、亞馬遜、甲骨文、輝達、CNBC、LSEG

AI chip startup Cerebras Systems reported results for the third quarter of fiscal 2026, with core revenue of $230.9 million, above market expectations, and announced a new partnership agreement with 微軟, sending its shares surging 18% after hours.

Facts:
- Cerebras Systems' core revenue grew 70% to $230.9 million in the third quarter of fiscal 2026.
- Cerebras announced a new partnership agreement with Microsoft.
- Cerebras shares surged 18% in after-hours trading.
- Cerebras CEO Andrew Feldman said he expects revenue from the partnership with 微軟 to begin being recognized in the first quarter of 2027.
- Cerebras has reached partnerships with 亞馬遜 (AMZN-US) and 甲骨文 (ORCL-US).
- Cerebras expects core gross margin of 47% to 49% in the fourth quarter, with revenue of $310 million to $330 million.
- Cerebras expects revenue in 2027 to grow to three times its current level, reaching about $2.85 billion.

## 黃仁勳閃辭AI失寵？野村挺台鏈：點名這些產業免驚 待17日財報定多空

- Published: 2026-11-13T11:53:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661473
- anchor: #n3868809
- Companies mentioned: 輝達、野村投信、台積電

輝達執行長黃仁勳辭職引發市場波動，野村投信認為台灣半導體供應鏈基本面穩固，建議關注17日財報後逢低布局。

Facts:
- 輝達 announced on the 12th that Jensen Huang had resigned as president, CEO and director.
- CFO Colette Kress will serve as interim CEO while continuing as CFO.
- Harvey C. Jones has become 輝達's first board chairman.
- 野村投信 said Taiwan's central role in the supply chain would be difficult to dislodge.
- 輝達 will report its third-quarter earnings on Nov. 17 U.S. time.

## 〈Stocks in Focus〉Cybersecurity demand may create a specialized software market; multiple IT services stocks surge

- Published: 2026-11-13T11:53:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661481
- anchor: #n3868810
- Companies mentioned: 台積電、國泰證期、東捷資訊、藍新資訊、普鴻、倍力、緯致、叡揚、伊雲谷、零壹、精誠、中華資安、AWS

A spate of recent cybersecurity incidents has drawn market attention, and analysts expect AI development to drive cybersecurity demand and create a specialized software market. 國泰證期 identified AI agent security governance, identity and access control, and computing infrastructure as the three main areas set to benefit. Related IT services stocks, including 東捷資訊 and 藍新資訊, rose sharply.

Facts:
- Several major cybersecurity incidents have occurred recently, including attacks affecting the banking and e-commerce industries, as well as reports that 46,000 records of 台積電 employees' personal information were leaked.
- Analysts said cybersecurity demand is the most direct area of growth as AI advances, potentially creating a specialized software market.
- 國泰證期's research department said software companies with essential demand and proprietary databases will significantly benefit from new opportunities created by AI.
- IT software and services providers 東捷資訊, 藍新資訊 and 普鴻 lit up their limit-up boards during trading today.
- 伊雲谷 has launched the Multi-AI Agent platform MAIAH and obtained AWS Agentic AI Consulting Services certification.
- 叡揚 has launched C.ai 3.0, an enterprise Agentic AI hub designed to support workflow integration, tool calling, access control and unified governance.
- 精誠 offers solutions for deploying AI Agents and Hybrid RAG in enterprise operations.

## 〈Stocks in Focus〉美時 swings to a loss in Q3, shares fall more than half a limit-down

- Published: 2026-11-13T11:48:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661480
- anchor: #n3868811
- Companies mentioned: 美時、Alvogen

美時 (1795-TW) reported its third-quarter results. Revenue for the first 3 quarters hit a record high on the back of acquisitions, but it posted a loss of NT$108 million in the third quarter, mainly due to weaker contributions from high-margin products and adjustments to its business model. The stock was hit by selling and fell to its limit.

Facts:
- 美時 posted an after-tax loss of NT$108 million in the third quarter, with a loss of NT$0.47 per share.
- 美時's revenue for the first 3 quarters reached NT$24.818 billion, up 74.19% year over year and a record high.
- 美時's gross margin fell mainly because of lower contributions from high-margin products such as Lenalidomide in the United States and its shift to a direct-sales model for Qsymia in South Korea.
- 美時's revenue in the U.S. market for the first 3 quarters was NT$14.603 billion, up 1.72 times year over year.
- 美時 shares fell more than half a limit-down today, with losses exceeding 6%.

## 〈房產〉今年來住宅拆除執照件數年減逾2成 全年住宅拆除件數恐創史上新低

- Published: 2026-11-13T11:42:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661475
- anchor: #n3868812
- Companies mentioned: 台灣房屋集團、台灣房屋集團趨勢中心、國泰建設

台灣房屋集團趨勢中心 said that just 618 residential demolition permits were issued across Taiwan in the first 3 quarters of 2026, down 22.8% year over year, and forecast the full-year total could hit a record low. The main factors are four major obstacles: rising landowner awareness, surging construction costs, developers' adjustments to project-launch strategies, and uncertainty over revisions to the Act for the Reconstruction of Old and Unsafe Buildings. These have significantly weakened the momentum for rebuilding older homes.

Facts:
- A total of 618 residential demolition permits were issued across Taiwan in the first 3 quarters of 2026, down 22.8% from 800 in the same period last year.
- Despite a decline in the number of residential demolitions in Taichung and New Taipei, the number of households affected rose by about 3成.
- Residential demolition permits in Taoyuan fell 40% year over year, the largest decline among the six special municipalities.
- Residential demolition faces four major obstacles: greater awareness among landowners, rising construction costs, developers putting projects on hold, and unfinished revisions to the Act for the Reconstruction of Old and Unsafe Buildings.
- The number of residential demolition permits issued in 2026 is forecast to fall below 1,000, a record low since statistics began in 2017.

## 馬斯克帝國大整合！彭博：特斯拉與SpaceX合併談判取得進展 最快12月宣布

- Published: 2026-11-13T11:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661402
- anchor: #n3868813
- Companies mentioned: 特斯拉、SpaceX、彭博資訊

彭博報導特斯拉與SpaceX合併談判獲進展，最快下月宣布。馬斯克支持此舉，旨在透過AI整合太空、自駕與機器人業務。

Facts:
- 彭博資訊報導特斯拉與SpaceX合併談判已取得實質進展，雙方最快可能於下月宣布交易。
- Musk publicly expressed support for a merger between the two companies during SpaceX's third-quarter earnings call this year, calling it “a good idea.”
- 特斯拉與SpaceX目前在德州共同興建名為Terafab的半導體工廠。
- Terafab合資工廠預計2027年5月或6月產出首顆測試晶片，目標2028年第三季實現量產。
- 市場數據顯示SpaceX目前市值約1.9兆美元，特斯拉市值約1.57兆美元。

## 華爾街看好輝達財務長出任臨時CEO 但公司前景仍蒙上陰影

- Published: 2026-11-13T11:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661139
- anchor: #n3868814
- Companies mentioned: 輝達、Nvidia、Yahoo Finance、KeyBanc Capital Markets、Bernstein、Baird Equity Research、Forrester

輝達財務長Colette Kress接任臨時執行長，華爾街視其為穩定局面的可靠人選，但黃仁勳辭職引發長期前景不確定性，導致多家分析師下修評級與目標價，擔憂客戶流失及管理真空風險。

Facts:
- 輝達 announced that CFO Colette Kress would serve as interim CEO.
- Jensen Huang resigned as CEO amid controversy over an alleged inappropriate relationship.
- Bernstein analyst Stacy Rasgon cut 輝達's price target from $400 to $200.
- Baird analyst Tristan Gerra said 輝達 faces the headwind of potential write-down charges on its H200 chips.
- Kress has served as 輝達's CFO since 2013.

## Will the AI bubble burst in 2027? These two things matter more than stock prices

- Published: 2026-11-13T11:12:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661420
- anchor: #n3868815
- Companies mentioned: S&P 500、那斯達克、費城半導體指數、國安基金、摩根大通、CoreWeave、永誠資產管理處

This article examines potential risks of an AI bubble in 2027, noting that recent steep declines in U.S. and Taiwan stocks reflect market concerns about AI profitability and financing capacity. It analyzes four causes and outlines three scenarios, advising investors to watch fundamental signals and assess their own financial resilience.

Facts:
- 11月5日美股S&P 500單日下跌約4.4%，那斯達克重挫5.5%，費城半導體指數跌幅超過12%。
- 11月6日台股加權指數收在39,701點，相較今年49,968點的高點，下跌超過兩成。
- 國安基金 announced on Nov. 6 that it would enter the market and launch its market-stabilization mission.
- 摩根大通 research found that some major companies have expanded their sources of AI funding beyond free cash flow to include bond issuance and equity financing.
- CoreWeave-related bonds have recently come under selling pressure, reflecting the market's growing scrutiny of credit risks among different AI companies.
- 永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.
- 永誠資產管理處 has specialized in serving Taiwan's major science parks for 20 years.

## Jensen Huang's ouster affects Anthropic! Nvidia's $10 billion investment commitment may be reassessed as IPO faces test

- Published: 2026-11-13T11:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6661188
- anchor: #n3868816
- Companies mentioned: 輝達(NVDA-US)、Anthropic、彭博智庫(Bloomberg Intelligence)、超微(AMD-US)、Alphabet(GOOGL-US)、Google、亞馬遜(AMZN-US)、Miller Tabak & Co.、InvestorPlace、高盛(GS-US)、摩根士丹利(MS-US)

Nvidia CEO Jensen Huang's ouster has drawn market attention and could lead Nvidia to reassess its $10 billion investment commitment to Anthropic. Anthropic's IPO is valued at about $1.4 trillion and has been six times oversubscribed. It is expected to list on Nov. 19.

Facts:
- Nvidia has agreed to subscribe for about $10 billion worth of shares in a $26 billion private placement taking place alongside Anthropic's IPO.
- Anthropic aims to go public at a fully diluted valuation of about $1.4 trillion.
- Orders for Anthropic's IPO have reached six times the number of shares available for subscription.
- Anthropic's annualized revenue estimate as of Oct. 31 was $81 billion.
- Anthropic shares are scheduled to begin trading on the Nasdaq Global Select Market on Nov. 19 under the ticker symbol "ANT."
- AMD and Google have agreed to participate in the private placement, subscribing for about $2.5 billion and $10 billion worth of shares, respectively.
- The two transactions could raise up to $90.4 billion in total.

## Major Microsoft 365 outage affects AI platforms; 微軟: Some servers unable to operate | 公視新聞 PNN

- Published: 2026-11-13T13:09:31+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/835554
- anchor: #n3869337
- Companies mentioned: 微軟、Microsoft 365、Downdetector、Anthropic、Claude、OpenAI、ChatGPT

Microsoft's Microsoft 365 suffered a major global outage early today, affecting features including Outlook, OneDrive and Teams. 微軟 said the outage was caused by some servers being unable to operate and that it had begun repairs. The disruption also affected Anthropic's AI platform Claude and OpenAI's ChatGPT connector.

Facts:
- More than 130,000 reports of Outlook outages
- Hundreds of outage reports received

## Jensen Huang resigns from 輝達; US Congress requests his attendance at closed-door briefing | 公視新聞 PNN

- Published: 2026-11-13T09:32:38+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/835552
- anchor: #n3869339
- Companies mentioned: 輝達、蘋果、Megaspeed

輝達 CEO Jensen Huang resigned amid an extramarital affair scandal. Interim CEO Chris will serve in his place, and Harvey Jones has been appointed the company's first chairman. The US Congress sent a letter requesting Huang's attendance at a closed-door briefing to investigate national security issues. 輝達 shares plunged, its market capitalization fell below $4 trillion, and more than $500 billion was wiped off its value. Singaporean company Megaspeed said it would cooperate with the investigation and denied smuggling chips.

Facts:
- The company's total market capitalization fell below the $4 trillion mark
- 輝達 shares are down about 11.3% in total
- More than $500 billion wiped off its market capitalization
- Equivalent to more than NT$16 trillion

## Washington gym shooting leaves 1 dead, 4 injured; gunman suspected of dispute with condo board | 公視新聞 PNN

- Published: 2026-11-13T09:22:33+09:00
- Source: Taiwan | 公視新聞
- Original: https://news.pts.org.tw/article/835553
- anchor: #n3869338
- Companies mentioned: 大都會警察局、公視新聞、PNN

A shooting at a fitness club near Logan Circle in Washington, D.C., left 1 dead and 4 injured. The gunman, a white male member, was suspected of having a dispute with the condominium board and died after being taken to hospital.

Facts:
- Near Logan Circle, just about 1.6 kilometers away
- Hiding inside a room on the seventh floor

## [株式会社三井住友銀行] Amended Annual Securities Report—23rd Fiscal Year (2025/04/01–2026/03/31)

- Published: 2026-11-13T13:38:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZHEZ,,
- anchor: #n3869766
- Companies mentioned: 株式会社三井住友銀行

株式会社三井住友銀行 filed an amended annual securities report for its 23rd fiscal year (2025/04/01–2026/03/31) dated Nov. 13, 2026. Consolidated total assets and ordinary profit increased, suggesting a strengthened financial base.

Facts:
- Loans outstanding at the end of the fiscal year totaled 117,662,191,000,000 yen.

## [株式会社三井住友フィナンシャルグループ] Amended Annual Securities Report—24th Fiscal Year (2025/04/01–2026/03/31)

- Published: 2026-11-13T13:32:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100ZHDM,,
- anchor: #n3869658
- Companies mentioned: 株式会社三井住友フィナンシャルグループ

三井住友FGが第24期訂正有価証券報告書を提出。経常利益は2兆3,033億5百万円に拡大し、純利益も1兆5,829億7百万円となった。

## Don't just look at BMI! New obesity care guidelines urge adding 1 more action to assess obesity and prevent it in 3 stages - Heho Health

- Published: 2026-11-13T12:30:01+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/389174
- anchor: #n3869695

The newly published Clinical Care Guidelines for Obesity and Obesity-Related Complications and Diseases in Taiwanese Adults introduce the concept of "staged obesity prevention and treatment" for the first time. They divide obesity into 3 stages based on the severity of comorbidities and emphasize 2 simple actions to understand a person's obesity status.

Facts:
- Divided into 3 stages
- 2 simple actions