Construction begins on the Sanying Line extension to Bade! Cross-city connection moves toward a new milestone in 2034; one-seat ride from Tucheng to Bade, with transfers between the 2 lines in 30 seconds
Published ・ Source Taiwan | 風傳媒
New Taipei City Mayor Hou You-yi and Taoyuan City Mayor Chang San-cheng jointly presided over the groundbreaking ceremony for the Sanying Line extension to Bade. The line will be about 4.03 kilometers long, with 3 stations, and is targeted for completion in 2034, linking the metro systems across northern Taiwan and Taoyuan.
Facts
A groundbreaking ceremony was held today (the 13th) for the civil engineering works on the underground section and the electromechanical systems across the Sanying Line extension to Bade.
The entire Sanying Line extension to Bade is in Taoyuan and will be about 4.03 kilometers long.
The Sanying Line extension to Bade will have 3 stations: 2 elevated stations and 1 underground station.
The extension’s terminus, LB14 Station, will share an underground structure with Taoyuan Metro Green Line’s G04 Danan Station.
The 2 lines will use a vertical design with platforms on separate levels, allowing passengers to transfer seamlessly in 30 seconds.
Construction fencing is expected to go up in 2027, with work steadily advancing toward the 2034 completion target.
Assisted with the widening of 550 meters of Hegqiang Road and the construction of 820 meters of new road in Living Circle No. 6.
浩鼎 and 諾華 sign ADC drug collaboration and licensing agreement; $30 million signing fee to be received
Published ・ Source Taiwan | 鉅亨網
浩鼎 announced it had signed an ADC drug collaboration agreement with 諾華, securing a $30 million signing fee. The companies will jointly develop next-generation innovative therapies, demonstrating the value of 浩鼎’s technology.
Facts
The companies will jointly develop next-generation ADC drugs.
諾華 obtains an exclusive worldwide license to 浩鼎’s ADC platform technology.
字節跳動 plans share buyback at a $400 billion valuation, postpones IPO timeline
Published ・ Source Taiwan | 鉅亨網
TikTok parent company 字節跳動 announced a share buyback at a $400 billion valuation, repurchasing $6 billion in shares, and pushed its IPO timeline back to 2030. Founder Zhang Yiming stressed that its AI strategy requires a long-term approach, saying it expects to catch up with frontier technology in 2029-2030 and will grant AI employees 300 million shares as incentives.
Facts
字節跳動 plans to repurchase up to $6 billion in shares at a valuation of about $400 billion.
字節跳動 has extended the deadline for an IPO or for external shareholders to sell back their stakes to Dec. 11, 2030.
字節跳動 will grant a total of 300 million shares in stock incentives to employees in its AI division.
Founder Zhang Yiming said it could take until 2029 or 2030 at the earliest to catch up with the most advanced AI technology.
字節跳動’s Seed series models face a bottleneck because their pretraining datasets are relatively small.
字節跳動 has made progress in AI with its Doubao chatbot and Seedance video-generation service.
Copper posts fifth straight weekly loss! Huang Renxun controversy and rate-hike expectations weigh on prices, setting up longest losing streak in nearly 2 years
Published ・ Source Taiwan | 鉅亨網
Copper prices fell below $13,500 per ton, weighed down by the controversy over 輝達 CEO Huang Renxun’s resignation and growing expectations of a Federal Reserve rate hike. The metal is on track for its longest losing streak in nearly 2 years, with losses stretching to 5 consecutive weeks.
Facts
Copper prices are set to post a fifth consecutive weekly decline, their longest losing streak in nearly 2 years.
Benchmark 3-month copper prices fell below $13,500 per ton.
輝達 CEO Huang Renxun’s resignation dealt a blow to appetite for risk assets.
高盛 maintained its forecast for copper to average $15,400 per ton next year.
Investors cheer! The 4 state-owned financial holding companies and 2 banks earned a whopping NT$144 billion in the first 10 months, up two-tenths year on year; all topped last year’s full-year totals
Published ・ Source Taiwan | 鉅亨網
The 4 state-owned financial holding companies and 2 banks posted combined profit of NT$144.069 billion in the first 10 months, up nearly two-tenths year on year and a record for the same period. 兆豐金 led in profit, while 華南金 had the strongest growth. However, stock market volatility weighed on October results, with overall profit down more than two-tenths from the previous month.
Facts
The 4 state-owned financial holding companies and 2 banks posted combined profit of NT$144.069 billion in the first 10 months, up 19.49% year on year.
兆豐金控 posted after-tax net profit of NT$34.331 billion in the first 10 months, retaining its position as the most profitable state-owned financial holding company.
華南金控’s profit rose 26.85% year on year in the first 10 months, the strongest growth among the 4 state-owned financial holding companies.
The 4 state-owned financial holding companies and 2 banks posted combined profit of NT$9.557 billion in October, down 27.51% from the previous month.
兆豐金控’s October profit fell 59.13% from the previous month due to securities losses.
TEEMA industry chain expands into Poland: 電電公會 joins forces with more than 50 Taiwanese companies to explore Central and Eastern European markets
Published ・ Source Taiwan | 鉅亨網
The “2026 TEEMA Science Park Industry Day—Poland,” organized by 電電公會, will be held in Warsaw on Nov. 17. It will bring together more than 50 Taiwanese ICT, machine tool and electric vehicle supply-chain companies to showcase technologies, facilitate business matching, help Taiwanese firms expand into Central and Eastern Europe and secure orders.
Facts
電電公會 will hold the “2026 TEEMA Science Park Industry Day—Poland” in Warsaw on Nov. 17.
More than 50 leading Taiwanese companies will be invited to participate in the event.
Taiwanese exhibitors include 鴻海科技集團, 東元電機, 環電 and 旭東機械.
Products on display will include AI data center racks, modular data centers, liquid-cooling technology and electric vehicle power systems.
The event will feature more than 100 one-on-one business matchmaking meetings.
保瑞 reaches global market-share target for specialty drugs ahead of schedule; Q3 profit of NT$600 million, up 1 tenth from previous quarter
Published ・ Source Taiwan | 鉅亨網
保瑞 announced its third-quarter results, reporting after-tax net profit of NT$612 million, up 1 tenth from the previous quarter, supported by reaching its specialty drug market-share target ahead of schedule and contributions from its CDMO facilities. Revenue for the first 3 quarters rose 15.47% year on year, but after-tax net profit fell by more than half due to one-time factors.
Facts
保瑞 reported third-quarter after-tax net profit of NT$612 million, up about 1 tenth from the previous quarter.
保瑞 reported third-quarter revenue of NT$6.453 billion, up 9.6% from the previous quarter and 34.3% year on year.
保瑞’s after-tax net profit for the first 3 quarters of this year totaled NT$1.194 billion, down 54.94% year on year.
保瑞’s cumulative new CDMO contract signings for the first 3 quarters reached a record $437 million.
保瑞’s specialty and branded drug revenue grew 22.4% compared with the average quarterly level in 2025.
Su Zifeng owns about 0.26% of the shares and has no “supervoting rights”—who has the power to decide AMD’s leadership change?
Published ・ Source Taiwan | 鉅亨網
Nvidia's Jensen Huang resignation sparks governance concerns. The article contrasts Advanced Micro Devices' Lisa Su, who owns just 0.26% of the shares and has no super-voting rights, showing that personnel decisions rest with the board, while Elon Musk at SpaceX and Mark Zuckerberg at Meta control their companies through multiple-voting rights.
Facts
Nvidia co-founder Jensen Huang announced on Thursday (12) that he was resigning as president, CEO and director.
Lisa Su beneficially owns about 0.26% of Advanced Micro Devices' shares and has no super-voting rights.
Nvidia's new acting CEO is CFO Colette Kress, and its first board chair is veteran director Mark Jones.
Vanguard Group and BlackRock are Advanced Micro Devices' major shareholders, with beneficial ownership stakes of 8.8% and 7.7%, respectively.
Musk controls a majority of the voting rights attached to SpaceX's Class B shares, effectively allowing him to block any move to remove him.
By holding more than 99% of Meta's Class B shares, Zuckerberg controls 60.6% of the company's total voting rights.
寶成's footwear revenue fell in the first 3 quarters, while sports-goods sales rose; EPS reached NT$3.66
Published ・ Source Taiwan | 鉅亨網
寶成工業 (9904-TW) reported financial results for the first 3 quarters of 2026, with net income of NT$10.774 billion, up 80.6% year on year, and EPS of NT$3.66. Revenue edged down 0.5% to NT$187.671 billion as footwear business declined but sports-goods business grew. The sharp rise in profit was mainly due to a significant increase in investment income from 南山人壽.
Facts
寶成工業's net income for January-September 2026 was NT$10.774 billion, with EPS of NT$3.66.
寶成工業's total revenue for January-September 2026 was NT$187.671 billion, down 0.5% year on year.
寶成工業's footwear business revenue for January-September 2026 was NT$129.286 billion, down 2% year on year.
寶成工業's sports-goods retail and wholesale business revenue for January-September 2026 was NT$57.676 billion, up 2.92% year on year.
寶成工業 recognized NT$7.554 billion in investment income related to 南山人壽, an increase of NT$6.947 billion from the same period last year.
寶成工業's consolidated net non-operating income for January-September 2026 was NT$10.288 billion, an increase of NT$5.318 billion from the same period last year.
華紙 announced that it would sell its factory buildings and land in Taoyuan's Guanyin District to 元太 for a total of about NT$2.78 billion.
The disposal gain of about NT$1.33 billion is expected to be recognized in the fourth quarter.
After the sale, 華紙 will lease back some of the factory buildings for a short period and is expected to continue production through January 31 next year.
The buyer in the transaction is related party 元太, and the price was set through negotiation with reference to a professional appraisal report.
The factory mainly produces adhesive tape, and the sale is estimated to affect about 3% of capacity.
凱基金 earns NT$39.4 billion in the first 10 months; contribution to retained earnings, including FVOCI stock gains, reaches NT$99.6 billion
Published ・ Source Taiwan | 鉅亨網
凱基金控 reported financial data for the first 10 months, with cumulative net income of NT$39.411 billion. Including gains from the sale of FVOCI stocks, its contribution to retained earnings reached NT$99.668 billion, a record high. Core momentum in its banking, securities and life insurance businesses remained steady, with new business premiums at 凱基人壽 rising sharply and profits at 凱基證券 increasing significantly.
Facts
凱基金控's cumulative net income for the first 10 months of this year was NT$39.411 billion, with EPS of NT$2.29.
Including gains from the sale of FVOCI stocks, 凱基金控's contribution to retained earnings in the first 10 months reached NT$99.668 billion.
凱基人壽's cumulative new business premium income for the first 10 months reached NT$122 billion, up 106% from the same period last year.
凱基證券's cumulative net income for the first 10 months reached NT$25.357 billion, up 170% from the same period last year.
凱基銀行's pre-provision net profit for the first 10 months rose 16% from the same period last year.
技嘉科技 reported financial results for the first 三 quarters of 2026. Strong demand for AI servers helped revenue and profit both hit record highs, with ROE reaching 33%. The company's order visibility extends through the end of 2027, and it is accelerating development of next-generation computing platforms and modular data center solutions.
Facts
Consolidated revenue for Q三 2026 reached NT$154.7 billion, up 94.4% year on year
Cumulative EPS for the first 三 quarters of 2026 reached NT$30.52, with cumulative profits equivalent to 三 times the paid-in capital
ROE for the first 三 quarters of 2026 hit a record high of 33%
AI servers accounted for as much as 78% of the overall product mix in the first 三 quarters of 2026
技嘉 named a global partner for NVIDIA DSX Pod
Capital expenditure for 2027 is projected to rise to NT$4 billion
群創 posts EPS of NT$0.96 in Q3, extending profit streak to 5 quarters; Q4 panel demand expected to keep easing
Published ・ Source Taiwan | 鉅亨網
群創 reported financial results for the third quarter of 2023, with net income of NT$7.691 billion and profits for five consecutive quarters, demonstrating steady profitability. Panel demand is easing in the fourth quarter, with commercial display revenue forecast to fall 15% to 19% quarter on quarter.
Facts
群創 posted net income of NT$7.691 billion in the third quarter, up 69.73% quarter on quarter and 114 times year on year, with EPS of NT$0.96
群創's third-quarter revenue was NT$57.578 billion, down 9.61% quarter on quarter and 0.42% year on year
Fourth-quarter commercial display revenue is expected to fall about 15% to 19% quarter on quarter, while consumer display revenue is expected to decline by a low-single-digit percentage
Ocean Technology Operations Center inaugurated; Lai Ching-te: Put “technology to protect the seas” into practice and help the industry grow
Published ・ Source Taiwan | 鉅亨網
President Lai Ching-te attended the inauguration of the National Ocean Technology Operations Center in Kaohsiung on the 13th. The center will take over operations of the National Academy of Marine Research's survey vessels and ship model laboratory to put technology to protect the seas into practice and strengthen national security and industry development.
Facts
President Lai Ching-te traveled to Kaohsiung on the 13th to attend the unveiling ceremony for the National Ocean Technology Operations Center.
The National Ocean Technology Operations Center will coordinate the operational management of oceanographic survey vessels and the National Ship Model Basin.
The National Academy of Marine Research witnessed the launch of 100-ton and 300-ton oceanographic survey vessels in August 2026.
The government is promoting the Third Phase of the Long-Term National Space Technology Development Program to support the independent development of satellites and rockets.
The operations center aims to enhance maritime domain awareness and resilience in ocean governance, putting into practice the principle of “using technology to protect the sea.”
Taiwan is surrounded by sea, and the ocean is a vital lifeline for economic development, the transport of goods, the ecological environment and national security.
In his inauguration speech 2 years ago, Lai Ching-te proposed the national direction of “pursuing space and exploring the oceans.”
〈技嘉法說〉AI server order visibility extends through the end of 2027; capital spending to rise to NT$4 billion next year for capacity expansion
Published ・ Source Taiwan | 鉅亨網
技嘉 held an earnings briefing, announcing that AI server orders are visible through the end of 2027 and that it plans to increase capital spending to NT$4 billion in 2027 to expand capacity. It expects profit growth to outpace revenue growth.
Facts
技嘉’s AI server order visibility continues to improve, with growth momentum expected to continue through the end of 2027.
技嘉 plans to raise its 2027 capital spending to an estimated NT$4 billion.
技嘉 expects operating profit growth in 2027 to outpace revenue growth.
Original技嘉2026年資本支出預計約為28至30億元新台幣。
技嘉’s U.S. plant will be a key hub for improving supply flexibility in the North American market, accelerating customer certification and enhancing local delivery efficiency.
技嘉 released its Q3 financial results at an earnings briefing on the 13th. Buoyed by strong AI server demand, revenue and profit both hit records in Q3 and the first 3 quarters. EPS for the first 3 quarters reached NT$30.52, while AI servers accounted for 78% of revenue, becoming the main growth driver.
Facts
技嘉 posted revenue of NT$154.71 billion in the third quarter, up 94.4% year over year.
技嘉’s cumulative EPS for the first 3 quarters was NT$30.52, a record high.
AI servers accounted for as much as 78% of 技嘉’s total revenue in the first 3 quarters of this year.
技嘉’s server business revenue exceeded NT$310 billion in the first 3 quarters of this year, with year-over-year growth of more than 100%.
技嘉 posted after-tax net profit of NT$8.57 billion in the third quarter, up 180.5% year over year.
技嘉 plans to distribute a cash dividend of NT$12 per share for fiscal 2025.
Did you get shaken out yesterday? 台積電、富邦金、金像電⊕、德宏⊕、光聖⊕、華新科⊕
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks rebounded sharply and closed higher, buoyed by the baton being passed to ASIC-related stocks and reduced sensitivity to negative news about 輝達. Foreign investors returned as net buyers, and market funds shifted toward customized AI chips. Gartner forecasts sustained AI infrastructure spending and recommends investing in quality stocks with strong order visibility.
Facts
Taiwan’s benchmark index closed at 43,675 points, up 583 points.
Foreign investors recorded net purchases of NT$28.837 billion, ending 11 consecutive trading days of net selling.
Gartner forecasts global AI infrastructure spending will reach $2.4 trillion in 2027.
輝達 CEO Jensen Huang has officially resigned, with CFO Colette Kress taking over as interim CEO.
ASIC-related stocks such as 聯發科、創意 and 世芯-KY performed strongly.
Who is buying 輝達 after its market value plunged by more than $1 trillion? Retail investors place nearly 400,000 buy orders in a single day to support the stock and limit losses
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang resigned amid an extramarital affair scandal, sending the stock tumbling and wiping $550 billion off its market value in a week. Retail investors placed nearly 400,000 buy orders in an attempt to stem the decline, but Wall Street analysts downgraded the stock, shifting the market’s focus to earnings and Anthropic’s IPO.
Facts
輝達 CEO Jensen Huang resigned amid an extramarital affair scandal after violating company rules.
輝達 shares fell 4.3% to $166.19 per share at Thursday’s close.
Customers on the Fidelity Investments platform placed 394,818 buy orders for 輝達 on Thursday.
Baird Equity Research downgraded 輝達 to “Neutral” and lowered its price target to $200.
輝達 lost a cumulative $550 billion in market value this week.
Retail investor inflows in the first half-hour after Thursday’s open were estimated at $111 million, a record high.
About 60% of 輝達-related posts on Reddit’s WallStreetBets forum expressed negative views.
兆豐金 posts record NT$34.3 billion profit in first 10 months; EPS reaches NT$2.31, retaining title as most profitable state-owned financial holding company
Published ・ Source Taiwan | 鉅亨網
兆豐金控 reported cumulative after-tax net profit of NT$34.331 billion for the first 10 months, with EPS of NT$2.31, both record highs for the same period. Buoyed by core banking operations and active capital markets, profits at non-bank subsidiaries surged 68.21%, keeping it at the top among state-owned financial holding companies.
Facts
兆豐金控 reported cumulative after-tax net profit of NT$34.331 billion for the first 10 months, up 12.80% year over year.
兆豐金控’s after-tax EPS for the first 10 months was NT$2.31.
兆豐金控’s non-bank subsidiaries increased profits by 68.21% in the first 10 months.
兆豐銀行 reported cumulative after-tax net profit of NT$26.853 billion for the first 10 months, up 6.61% year over year.
兆豐證券 reported cumulative after-tax net profit of NT$4.367 billion for the first 10 months, up 131.42% year over year.
兆豐票券 reported cumulative after-tax net profit of NT$2.694 billion for the first 10 months, up 27.61% year over year.
兆豐產險 reported cumulative after-tax net profit of NT$900 million for the first 10 months, up 14.23% year over year.
飛捷’s EPS of NT$8.65 in the first 3 quarters surpasses every full-year figure in its history; chairman sees continued growth next year
Published ・ Source Taiwan | 鉅亨網
Industrial computer maker 飛捷 (6206-TW) reported third-quarter results, with after-tax net profit of NT$1.237 billion and EPS of NT$8.65 for the first 3 quarters, both records. Chairman Lin Ta-cheng sees strong orders for integrated payment products and expects operations to continue growing next year.
Facts
飛捷’s cumulative after-tax net profit for the first 3 quarters was NT$1.237 billion, up 62.25% year over year.
飛捷’s EPS for the first 3 quarters reached NT$8.65.
飛捷 posted third-quarter revenue of NT$1.744 billion, up 42.17% year over year.
飛捷 posted third-quarter after-tax net profit of NT$390 million, up 74.24% year over year.
飛捷 Chairman Lin Ta-cheng said orders on hand for integrated payment products have already surpassed the full-year sales of payment products this year.
Growth at 飛捷 this year has been driven mainly by the Americas market, which is expected to account for more than half of full-year revenue.
網家 logs losses for 15 straight quarters, expands cross-scenario services to narrow B2C core-business losses
Published ・ Source Taiwan | 鉅亨網
網家 reported its third-quarter results, posting a quarterly loss of NT$75.7 million, though the loss narrowed. Operating profit for the first 3 quarters turned positive at NT$187 million. Benefiting from AI and new-product momentum, 3C revenue grew, while its fintech division performed strongly and applied to list in Japan.
Facts
網家 posted an after-tax loss of NT$75.7 million in the third quarter, with a loss of NT$0.37 per share, marking 15 consecutive quarters in the red.
網家's third-quarter consolidated revenue was NT$9.252 billion, up 8.4% year over year.
網家's third-quarter revenue from core 3C categories rose 11.6% year over year, driven by demand for AI applications and the launch of new iPhone models.
網家's fintech division posted third-quarter revenue of NT$914 million, up 54.8% year over year.
網家's subsidiary 二十一世紀金融科技株式會社 submitted an application to list its shares on the Growth Market of 日本東京證券交易所.
Taiwan stocks' short squeeze is back! AI is not a bubble but the start of a reshuffling of capital
Published ・ Source Taiwan | 鉅亨網
After a correction, Taiwan stocks mounted a strong rebound, with a short squeeze taking shape under the influence of the National Security Fund's market support and short-selling restrictions. AI supply-chain fundamentals remain solid, and high-beta stocks such as 世芯-KY and 聯發科 led gains. Investors are advised to manage risk and wait for the right time to build positions.
Facts
Taiwan stocks have recently accumulated short-term gains of more than 6,000 points, showing remarkable resilience.
世芯-KY rose 51.6% during the rebound over the past 6 trading days.
聯發科 rose about 35.9% during the rebound over the past 6 trading days.
00631L rebounded about 35% in the recent market rally.
世芯-KY's new project is expected to begin contributing to operations in 2027.
鴻海 posted strong third-quarter earnings, with continued growth in AI server and rack businesses.
The National Security Fund's market support and the continued implementation of short-selling restrictions were key factors behind the market's turnaround.
Twin A's support and favorable exchange rates: 晶技's October pretax profit hits a 48-month high; earns NT$7 per share in the first 10 months
Published ・ Source Taiwan | 鉅亨網
晶技 reported October 2026 pretax profit of NT$302 million, a 48-month high. Benefiting from AI and automotive demand and favorable exchange rates, it expects full-year revenue to reach a record NT$15.7 billion.
Facts
晶技's October 2026 revenue was NT$1.373 billion, with pretax profit of NT$302 million.
晶技's October 2026 pretax profit reached its highest level in 48 months, dating back to October 2022.
晶技's cumulative pretax profit for January-October 2026 was NT$2.378 billion, equivalent to NT$7 in pretax earnings per share.
Quartz oscillator revenue from 晶技's applications in servers, optical communications and optical modules has climbed to 14% to 15% of the total.
晶技's automotive revenue share is projected to rise to 28% in 2026, while the share from AI applications is expected to increase to 16%.
晶技 expects full-year 2026 revenue to reach 15.7 billion yuan, setting a new record high.
The capacity-expansion equipment purchased by 晶技 is expected to be gradually brought into operation starting in the fourth quarter.
Semaglutide eye-disease risk surges in online searches; experts identify six groups who should not use it
Published ・ Source Taiwan | 鉅亨網
The FDA issued a safety alert saying GLP-1 receptor agonists, such as semaglutide, may increase the risk of nonarteritic anterior ischemic optic neuropathy (NAION). Experts warned of the dangers of misuse, listed six groups who should not use the drugs, and urged the public to obtain medication through legitimate medical channels.
Facts
The FDA warned that GLP-1 receptor agonist drugs may increase the risk of nonarteritic anterior ischemic optic neuropathy (NAION).
The NAION incidence rate in the medication group was 6.4 cases per 100,000 person-years, higher than the control group's 3.8 cases.
The adverse reaction rate for this class of drugs was 84.1%, with common symptoms including gastroenteritis, abdominal pain and bloating.
Adults aged 75 and older, whose gastrointestinal function has declined and who may have difficulty tolerating adverse reactions, are among those who should not use the drugs.
People with high-risk thyroid nodules must undergo ultrasound and serum calcitonin tests to rule out medullary thyroid cancer before using the medication.
People with alcohol use disorder who cannot stop drinking are classified as a group who should not use the drugs because of the increased risk of recurrent pancreatitis.
Children and adolescents under 18 must not use these drugs because they are not approved for weight-loss treatment in this age group.
Sixfold oversubscribed! The biggest IPO in history is gearing up as Anthropic's roadshow heats up: Who will get a share of this AI feast?
Published ・ Source Taiwan | 鉅亨網
AI giant Anthropic announced it will price its IPO on the 18th. Its stock ticker will be ANT. The IPO's public offering and private placement combined could raise up to $90.4 billion, valuing the company at about $1.4 trillion. The offering has been oversubscribed sixfold, with institutional investors leading demand.
Facts
Anthropic announced it will price its IPO next Wednesday (the 18th), with trading under the stock ticker ANT beginning the following day.
Anthropic will offer about 825 million shares to the public, raising $64.35 billion at the top of the price range.
Private placement recipients include tech giants such as 超微, 博通, 谷歌, 微軟, 輝達, 邁威爾 and 台積電, with the placement raising $26 billion.
Anthropic's fully diluted valuation is about $1.4 trillion.
The IPO has been oversubscribed about sixfold.
高盛 and 摩根士丹利 are serving as lead underwriters, with 20 other banks participating.
The shares are planned to be offered at $70 to $78 each.
台驊 says 黃仁勳 episode unlikely to affect air and sea freight much; rates are correcting in the off-season, but shipping companies are still raking it in
Published ・ Source Taiwan | 鉅亨網
台驊 General Manager 顏益財 said that after the pre-Lunar New Year rush to ship goods, the market entered its off-season, with freight rates easing gradually while shipping companies remained profitable. The negative impact of the 黃仁勳 episode has run its course, and the long-term outlook for AI remains positive. U.S. inflation could reverse course in the second quarter of next year.
Facts
台驊 General Manager 顏益財 said the market is currently in its traditional off-season, with freight rates easing gradually but shipping companies still earning hefty profits.
Regarding the 黃仁勳 resignation episode, 台驊 believes the bad news has run its course and will have little long-term impact on air freight.
黃仁勳's resignation sent AI supply-chain stocks swinging, but the market sees the bad news as having run its course; the concern is the potential personal criminal liability that could follow.
Inflationary pressures are heavy after the U.S. midterm elections, and rate hikes are underway, but the trend could reverse in the second quarter of next year due to the election and falling oil prices.
The overall AI boom is bringing long-term benefits to Taiwan, South Korea and Japan.
BizLink's Q3 net profit rises 44% quarter over quarter, with earnings per share at a record NT$21.83; first-3-quarter EPS of NT$48.77 surpasses last year's full-year figure
Published ・ Source Taiwan | 鉅亨網
Cable maker 貿聯-KY reported results for the third quarter and first 3 quarters of 2023, with after-tax net profit and earnings per share hitting record highs in the third quarter and cumulative net profit for the first 3 quarters surpassing the full-year total from last year. Demand from AI data centers and semiconductor equipment lifted revenue and earnings, while the benefits of the Interplex merger were significant.
Facts
Third-quarter after-tax net profit was NT$4.293 billion, up 44% quarter over quarter and 63.33% year over year, with earnings per share of NT$21.83, a record high for a single quarter.
After-tax net profit for the first 3 quarters was NT$9.549 billion, up 52.41% year over year, with earnings per share of NT$48.77, a record high for the same period and surpassing last year's full-year figure.
Revenue from the semiconductor equipment business rose 11% quarter over quarter and 70% year over year in the third quarter, setting a record.
Hong Kong stocks after the close: AI and tech hardware shares plunge; the Tech Index falls 3% and the Hang Seng Index drops 1.55%
Published ・ Source Taiwan | 鉅亨網
Hong Kong stocks closed lower across the board on the 13th. The Tech Index fell 3%, mainly because turmoil over the 輝達 CEO's resignation triggered selling in AI stocks, while high-dividend stocks such as oil and bank shares rose against the trend.
Facts
The Hang Seng Tech Index closed down 3.02% at 3,813.19 points on the 13th.
大模型 concept stock 智譜 plunged 10.04%.
PCB concept stock 勝宏科技 plunged 13.46%.
Market risk appetite retreated amid turmoil over the resignation of 輝達 CEO 黃仁勳.
Mainland China stocks after the close: The ChiNext Index leads losses; the Shanghai Composite falls for a second straight session, with a weekly decline of 0.41%
Published ・ Source Taiwan | 鉅亨網
China’s 3 major A-share indices all closed lower Friday, with the ChiNext Index leading losses and the Shanghai Composite Index turning lower for the week. AI hardware stocks came under pressure, while banks, liquor makers and film and television stocks rose against the trend. Turnover in Shanghai and Shenzhen shrank, and China Galaxy Securities recommended focusing on companies delivering on earnings.
Facts
The Shanghai Composite Index closed at 3634.35 points Friday, down 0.41% for the week.
The ChiNext Index fell 1.59% this week, closing down 3.32% at 2426.08 points.
Turnover in Shanghai and Shenzhen totaled RMB 1.6557 trillion, down RMB 276.3 billion from the previous trading day.
Electronic components stocks broadly retreated, with 景旺電子, 華正新材 and several other stocks hitting the daily limit down.
Film and television stocks remained strong throughout the day, with 幸福藍海, 橫店影視 and others hitting the daily limit up.
China Galaxy Securities recommended watching memory and advanced packaging, PCB/CCL/MLCC, and domestically produced equipment.
A total of 764 stocks rose across the Shanghai and Shenzhen markets and the Beijing Stock Exchange, while 4746 fell.
能率創新’s operations improve, maintaining profitability in Q3; earnings per share reach 0.63 yuan in the first 3 quarters.
Published ・ Source Taiwan | 鉅亨網
能率創新 (5392-TW) released its 2026 third-quarter financial results, reporting after-tax net profit of 4,284萬元 for the quarter and cumulative profit of 1.13億元 for the first 3 quarters, turning losses into profits. The company said its operations had improved, its subsidiary had entered the robotics market and ramped up shipments, and the group’s investments were beginning to pay off.
Facts
能率創新’s after-tax net profit for the third quarter of 2026 was 4,284萬元, with earnings per share of 0.23 yuan.
能率創新’s after-tax net profit for the first 3 quarters of 2026 was 1.13億元, with earnings per share of 0.63 yuan, turning from a loss to a profit compared with the same period last year.
能率創新’s revenue for the third quarter of 2026 was 23.91億元, with a gross margin of 15.64%.
Original子公司能率網通旗下深圳禮興取得大陸知名機器人業者訂單並於2026年放量出貨。
佳能企業, an affiliated company, posted earnings per share of 2.55 yuan in the first 3 quarters of 2026, while revenue for January-October reached 104.83億元.
能率創新’s revenue for January-September 2026 was 68.42億元, with a gross margin of 15%.
SemiAnalysis: The 3 core risks Nvidia would face if Jensen Huang were gone
Published ・ Source Taiwan | 鉅亨網
Nvidia founder Jensen Huang steps down amid pressure from an ethics investigation and chip smuggling allegations, with CFO Colette Kress serving as interim chief executive. SemiAnalysis said Nvidia faces 3 major risks: slower technology decision-making, weakened supply-chain advantages, and damage to the open-source ecosystem.
Facts
Nvidia founder Jensen Huang steps down, with CFO Colette Kress serving as interim chief executive.
More than 1.5GW of Nvidia’s restricted AI chips have been smuggled into China.
Wally Liaw, former senior vice president of sales at Super Micro Computer, is suspected of selling $2.5 billion worth of servers to Southeast Asia, including $510 million worth of chips transshipped to China.
Keelung District Prosecutors Office in Taiwan uncovered a case involving 9 people, including Nvidia Taiwan senior manager 張登隆, suspected of smuggling 74 B300 servers to China.
Jensen Huang secured SK海力士 HBM4 at below-market prices of $3.0-3.3 per Gb and advanced packaging capacity from 台積電.
Nvidia is backing emerging cloud companies’ GPU purchases through a $530 billion off-balance-sheet financing guarantee program.
By 2028, more than 70% of capacity is expected to go to rivals such as AMD, 博通 and Google.
【特力】The company acquires right-of-use assets in real estate.
Published ・ Source Taiwan | 臺灣證券交易所
特力（2908） resolved at a board meeting on ROC year 115 November 12 to acquire right-of-use assets in an office building in Ho Chi Minh City, Vietnam, from its great-grandchild company AVIDA Co., Ltd. to meet operational needs.
Facts
特力’s board approved the acquisition of right-of-use assets in real estate on ROC year 115 November 12.
The property is located on floors 6-7 of The Capital Tower, No. 6 Nguyen Khac Vien Street, Tan Phu Ward, District 7, Ho Chi Minh City, Vietnam.
The counterparty is AVIDA Co., Ltd., a great-grandchild company of 特力.
The leased building area is 961 square meters, equivalent to 290.68 ping.
The monthly rent is VND398,200,000 (tax included), equivalent to NT$517,660.
The amount of right-of-use assets acquired in this transaction is NT$17,960,545.
The lease term runs from ROC year 116 January 1 through ROC year 118 December 31.
Companies mentioned：特力、AVIDA Co., Ltd.
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
如興 subsidiary 常州穗滿國際貿易有限公司 provided an endorsement/guarantee for 常州東奧服裝有限公司.
Original本次新增背書保證金額為502,640仟元。
The endorsement/guarantee was provided to meet the group’s funding needs.
The company receiving the endorsement/guarantee, 常州東奧服裝有限公司, provided no collateral.
As of the date of the event, the balance of endorsements/guarantees was 200.00% of the net worth in the latest financial statements of the public company.
Companies mentioned：如興、常州穗滿國際貿易有限公司、常州東奧服裝有限公司
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
如興 announced an endorsement/guarantee on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.
The company receiving the endorsement/guarantee is 常州市東騰國際貿易有限公司.
Original本次新增背書保證之金額為48,800仟元。
Original迄事實發生日止背書保證餘額為162,748仟元。
The company receiving the endorsement/guarantee provided no collateral.
Original背書保證之總限額為17,017,060仟元。
As of the date of the event, the balance of A’s endorsements/guarantees was 200.00% of the net worth in the latest financial statements of the public company.
Companies mentioned：如興、常州穗滿國際貿易有限公司、常州市東騰國際貿易有限公司
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
Published ・ Source Taiwan | 臺灣證券交易所
Original如興公司（4414）於115年11月12日公告，為因應集團資金調度需要，子公司常州穗滿國際貿易有限公司對同屬100%持有之子公司J.D. United Trading Co.,Ltd.提供841,800仟元背書保證。目前背書保證餘額累計達8,508,530仟元，佔淨值比率200%。
Facts
如興 announced on 115年11月12日 that its subsidiary had provided an endorsement/guarantee.
The company receiving the endorsement/guarantee is J.D. United Trading Co.,Ltd.
Original本次新增背書保證之金額為841,800仟元。
The endorsement/guarantee was provided to meet the group’s funding needs.
The balance of endorsements/guarantees was 200.00% of the net worth in the latest financial statements of the public company.
Companies mentioned：如興、常州穗滿國際貿易有限公司、J.D. United Trading Co.,Ltd.
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
Published ・ Source Taiwan | 臺灣證券交易所
Original如興（4414）公告其子公司常州東奧服裝有限公司對J.D. United Trading Co.,Ltd.新增背書保證841,800仟元，總餘額達866,200仟元，旨在因應集團資金調度需求。
Facts
如興 announced on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
Original被背書保證之公司為J.D. United Trading Co.,Ltd.，與提供背書保證常州東奧服裝有限公司為本公司直接及間接持有100%之子公司。
Companies mentioned：如興、常州東奧服裝有限公司、J.D. United Trading Co.,Ltd.
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
Published ・ Source Taiwan | 臺灣證券交易所
如興 announced that its subsidiary 常州東奧 provided an endorsement/guarantee of RMB 390 million for another subsidiary, 常州穗滿, to manage the group’s funds. This brings the group’s endorsement/guarantee balance to 200% of net worth, a routine intra-group funding practice.
As of 115年11月12日, 如興’s endorsement/guarantee balance was 200.00% of the net worth in its latest financial statements.
Companies mentioned：如興、常州穗滿國際貿易有限公司、常州東奧服裝有限公司
Original link pending
【如興】Announcement on behalf of a subsidiary pursuant to Article 25, Paragraph 1, Subparagraph 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies and Taiwan Stock Exchange letter No. 1140010625.
如興 announced on Nov. 12, 115, that its subsidiary provided a guarantee.
The company receiving the guarantee is 南京興奧貿易有限公司.
Original本次新增背書保證之金額為136,640仟元。
The guarantee was provided to meet the group's cash management needs.
As of the date of occurrence, the outstanding guarantee balance was 200.00% of net worth.
Companies mentioned：如興、常州東奧服裝有限公司、南京興奧貿易有限公司
Original link pending
【鴻海】Announcement of the company’s participation in an investor conference
Published ・ Source Taiwan | 臺灣證券交易所
鴻海 announced that it would hold multiple investor briefings from Nov. 13 to 26, 115, in response to invitations from CLSA, Citi, 台新證券 and 東吳證券, to explain its operating conditions.
Facts
鴻海 attended an investor meeting at the invitation of CLSA on Nov. 13, 115, and explained its operating overview.
鴻海 attended an investor meeting at the invitation of Citi on Nov. 24, 115, and explained its operating overview.
鴻海 attended an investor meeting at the invitation of 台新證券 on Nov. 25, 115, and explained its operating overview.
鴻海 attended an investor meeting at the invitation of 東吳證券 on Nov. 26, 115, and explained its operating overview.
Original本次法人說明會的時間定為上午10時00分。
Companies mentioned：鴻海、CLSA、Citi、台新證券、東吳證券
Original link pending
【中環】Announcement of the Company's Acquisition of Securities
Published ・ Source Taiwan | 臺灣證券交易所
中環 announced that it acquired shares in 順達科 for a total of more than NT$300 million. Its stake is small, and the purchase is a routine portfolio adjustment.
Facts
Original中環於115/10/2~115/11/12期間取得順達科普通股935仟股。
The total transaction amount is NT$312,310,349.
The investment was approved by the chairman.
中環 currently holds a cumulative total of 80,000 shares of 順達科, representing a 0.05% stake.
The purpose of the investment was portfolio investment.
Companies mentioned：中環、順達科
Original link pending
【中環】Announcement of the Company's Acquisition of Securities
中環 announced on Nov. 12, 115, that it acquired common shares of 穩懋.
Original中環交易穩懋普通股的數量為650仟股。
中環 acquired 穩懋 shares at NT$491.93 per share.
The total amount of 中環's transaction in 穩懋 shares is NT$319,757,063.
中環 currently holds a cumulative total of 0.05% of 穩懋 shares.
中環 acquired the securities for its investment portfolio.
The transaction by 中環 was approved by the chairman.
Companies mentioned：中環、穩懋
Original link pending
【中環】Announcement of the Company's Acquisition of Securities
Published ・ Source Taiwan | 臺灣證券交易所
中環 announced that it acquired shares in 聯亞 for a total of more than NT$330 million, bringing its stake to 0.93%, as part of a portfolio adjustment.
Facts
Original中環於115/11/5~115/11/12期間取得聯亞普通股165仟股
The total transaction amount is NT$337,721,661
中環 currently holds a cumulative total of 945,500 shares of 聯亞, representing a 0.93% stake
The securities acquired in this transaction account for 87.97% of 中環's total assets
Companies mentioned：中環、聯亞
Original link pending
【長榮】, on behalf of its subsidiary Evergreen Marine (Asia) Pte. Ltd., announced the purchase of new containers
Published ・ Source Taiwan | 臺灣證券交易所
長榮 announced that its subsidiary purchased 18,300 newly built containers for a total amount not exceeding US$62.51 million, through negotiated pricing with a related party for operational use.
Facts
The transaction involves 18,300 containers.
The total transaction amount does not exceed USD 62,516,400.
The counterparty to the transaction is Evergreen Heavy Industrial Corp. (Malaysia) Berhad.
【長榮】, on behalf of its subsidiary Evergreen Marine (Asia) Pte. Ltd., announced the purchase of new containers
Published ・ Source Taiwan | 臺灣證券交易所
長榮 announced that its subsidiary Evergreen Marine (Asia) Pte. Ltd. passed a board resolution on Nov. 12, 115, to purchase 11,000 containers from the unrelated party 揚州日新通運物流裝備有限公司 for an amount not exceeding USD 32,320,000, for operational use.
Facts
The transaction involves 11,000 containers
The total transaction amount does not exceed USD 32,320,000
The counterparty to the transaction is 揚州日新通運物流裝備有限公司
The date of occurrence was Nov. 12, 115, Republic of China calendar
The board approval date was Nov. 12, 115, Republic of China calendar
The date of acknowledgment by the supervisors or audit committee was Nov. 12, 115, Republic of China calendar
The transaction was decided through negotiation.
The reference for determining the price was the market price
【長榮】, on behalf of its subsidiary Evergreen Marine (Asia) Pte. Ltd., announced the purchase of new containers
Published ・ Source Taiwan | 臺灣證券交易所
長榮 announced that its subsidiary Evergreen Marine (Asia) Pte. Ltd. approved the purchase of 24,000 containers on Nov. 12, 115, for a total amount not exceeding US$76,442,000 from supplier 新華昌集團, for operational use.
Facts
The transaction involves 24,000 containers
The total transaction amount does not exceed USD 76,442,000
The counterparty to the transaction is 新華昌集團有限公司
The date of occurrence was Nov. 12, 115, Republic of China calendar
This transaction was conducted through negotiation, and the reference for determining the price was the market price
【國泰金】On behalf of subsidiary 國泰綜合證券, announcement of a correction to the purpose of a right-of-use asset acquisition
Published ・ Source Taiwan | 臺灣證券交易所
國泰金控 (2882) subsidiary 國泰綜合證券 issued an announcement correcting the purpose of the right-of-use asset for its leased office space. The facility formerly listed as the “信義簡易分公司” has been renamed the “信義分公司” to accommodate the branch's business development needs. Aside from the name change, the rest of the announcement remains unchanged, and the change has no impact on the company's overall financial or business operations. Formal establishment of the branch is still awaiting final approval from the competent authority.
Facts
國泰金, on behalf of its subsidiary 國泰綜合證券, announced a correction to the purpose of an acquired right-of-use asset.
國泰綜合證券 leases Room A2 on the 41st floor at No. 68, Section 5, Zhongxiao East Road, Xinyi District, Taipei City, and 2 parking spaces from 國泰人壽保險股份有限公司.
The purpose of the acquired right-of-use asset was changed from “信義簡易分公司” to “信義分公司”.
The establishment of the branch remains subject to regulatory approval.
Companies mentioned：國泰金、國泰綜合證券、國泰人壽保險股份有限公司
Original link pending
【國泰金】On behalf of subsidiary 國泰綜合證券, announcement of a correction to the purpose of a right-of-use asset acquisition
Published ・ Source Taiwan | 臺灣證券交易所
國泰金 subsidiary 國泰綜合證券 announced a correction to the purpose of a right-of-use asset, changing “信義簡易分公司” to “信義分公司” to accommodate business development. The change has no financial impact, but establishment of the branch remains subject to approval by the competent authority.
Facts
國泰綜合證券, on behalf of its subsidiary, announced a correction to the purpose of an acquired right-of-use asset
國泰綜合證券 leases an advertising sign at No. 68, Section 5, Zhongxiao East Road, Xinyi District, Taipei City, from 國泰人壽保險股份有限公司
The purpose of the right-of-use asset was changed from 信義簡易分公司 to 信義分公司
This change has no impact on the company's finances or business
Establishment of the branch is still awaiting approval from the competent authority
Companies mentioned：國泰金、國泰綜合證券、國泰人壽保險股份有限公司
Original link pending
Taiwan | 環球生技月刊（1）
保瑞 Q3 revenue hits a record NT$6.453 billion, EPS reaches NT$4.79, up 9.9% quarter over quarter - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
保瑞藥業 reported its 2026 third-quarter results, with consolidated quarterly revenue reaching a record NT$6.453 billion and EPS at NT$4.79. New CDMO contracts totaled US$437 million in the first 3 quarters, a record high, while overall operations benefited from sales of specialty drugs and contributions from its Canada and Zhunan plants.
Don't put children at risk! Know 3 facts to prevent RSV and protect newborns with dedicated prevention - Heho Health
Published ・ Source Taiwan | Heho健康
Taipei City will launch a dual-track public subsidy policy for RSV prevention starting in July 115, including long-acting monoclonal antibodies in the subsidy program, allowing parents to choose either the antibody or a maternal vaccine.