NT$2.6 billion in fresh funds injected; liquidity in 力晶投控's unlisted shares surges
Published ・ Source Taiwan | 鉅亨網
Liquidity in 力晶投控's unlisted shares received NT$2.6 billion in funding, including share buybacks and investment by industry peers.
Facts
The total amount of share purchases aimed at improving liquidity in 力晶投控's unlisted shares was NT$2.6 billion.
力晶投控 launched a public tender offer for treasury shares totaling NT$1 billion, with payment of NT$42 per share expected on the 20th.
山一投資 launched a public tender offer totaling NT$1 billion at NT$40-45 per share, closing on the 16th.
鈺創 and 晶豪科 each announced a share purchase plan totaling NT$300 million.
鈺創 and 晶豪科 will first approach selected investors to make purchases through their subsidiary 晶湛投資公司, then buy the remaining shares on the unlisted market.
U.S. October PPI rises 6.5% year over year, slightly below expectations; U.S. stock index futures edge higher in the short term
Published ・ Source Taiwan | 鉅亨網
The U.S. Bureau of Labor Statistics reported that the October PPI rose 6.5% year over year, slightly below expectations but above the previous reading. Core PPI rose 5% year over year, in line with expectations. The data showed a slight easing in inflationary pressure, prompting markets to adjust their expectations for Federal Reserve policy.
Facts
U.S. October producer price index (PPI) rises 6.5% year over year
Markets expected October PPI to rise 6.6% year over year
Core PPI rose 5% year over year in October
The U.S. dollar index fell about 10 points in the short term and currently stands at 103.13
Spot gold jumped more than $10 in the short term and currently stands at $3,894.95 per ounce
羅昇's robotic brain enters supply chains of top international brands; cumulative shipments top 1,000 units
Published ・ Source Taiwan | 鉅亨網
佳世達 subsidiary 羅昇 held an investor conference, where General Manager Li Chang-chien announced that its robotic brain had entered the supply chains of top international brands, with shipments exceeding 1,000 units. Revenue for the first 3 quarters hit a record for the same period, and the company will focus on semiconductors and robotics going forward.
Facts
羅昇's robotic brain has entered the supply chain of a top international robotics brand, with cumulative overseas shipments exceeding several thousand units.
羅昇 posted revenue of NT$4.442 billion in the first 3 quarters, up 36.21% year over year.
羅昇 and 華矽創新 are deepening their collaboration to help advanced-process customers reduce costs and carbon emissions.
羅昇 is integrating 怡進's packaging equipment technology to advance AI micro-warehouse and automated packaging solutions.
羅昇 launched a robotic joint module this year to help customers overcome challenges from design validation through mass production.
高盛's team forecasts that the S&P 500 will rise to 8,700 over the next 12 months, a gain of about 14%. Although profit growth is slowing, valuations of large cloud providers are attractive, and the team recommends watching growth stocks and defensive sectors.
Facts
高盛 forecasts that the S&P 500 could rise to 8,700 over the next 12 months.
高盛 forecasts that S&P 500 companies' earnings per share growth will fall from 36% in 2026 to 11% in 2027.
The Nasdaq 100 has fallen about 9% from its early October peak.
高盛 maintains an overweight position in U.S. and Japanese equities and an underweight position in European equities.
Healthcare is the only sector in the report expected to see its profit growth accelerate next year.
信立化學's Q3 2026 net profit after tax rose 3.66 times quarter over quarter, driven by improved core operations and non-operating financial gains, while EPS also grew. The company continues to expand into diverse markets and deepen strategic alliances across its group. October revenue hit a record for the same period, and the company is cautiously optimistic about Q4.
Facts
信立化學 posted net profit after tax of NT$94.87 million in Q3, up 3.66 times quarter over quarter
信立化學's Q3 EPS reached NT$0.72, up from the previous quarter
信立化學 posted consolidated revenue of NT$917 million and net profit after tax of NT$70.1 million in the first 3 quarters
信立化學's Q3 gross margin reached 25%, up 4 percentage points quarter over quarter
信立化學 posted October revenue of NT$137 million, up 96.66% year over year
信立化學's consolidated revenue for January through October this year totaled NT$1.054 billion, up 23.97% year over year
幣安 makes up for $6.34 billion in stolen cryptocurrency; U.S. FBI seizes $1.2 billion in assets and accuses North Korea
Published ・ Source Taiwan | 鉅亨網
幣安 announced it would fully cover the $6.34 billion in losses from an attack by the North Korean hacking group “TraderTraitor.” The U.S. FBI seized more than $1.2 billion in assets and accused North Korea, which denied the allegations.
Facts
美國聯邦調查局(FBI) and 美國司法部 have obtained court authorization to seize and freeze more than $1.2 billion in stolen cryptocurrency.
The North Korean hacking group behind the attack was named “TraderTraitor.”
Hackers moved assets across 10 blockchains in about 20 minutes. Initial access methods included hacking an engineer's laptop and downloading malware disguised as a job interview.
Another North Korean hacking group, “Sapphire Sleet,” stole more than $400 million in cryptocurrency over the past 18 months using a method known as “FaceStealer.”
幣安 plans to replenish its SAFU fund to about $1 billion.
Kim Yo-jong, the sister of North Korean leader Kim Jong Un, dismissed the U.S. allegations as “a stale provocation.”
永捷's Madou plant to begin producing orders for eco-friendly materials in Q3 next year; Q3 profit turns from loss to profit
Published ・ Source Taiwan | 鉅亨網
永捷(4714-TW) benefited from inventory-building demand by international sports brands in Q3, with revenue and profit both growing and net profit after tax turning positive. The company expects stricter environmental regulations to drive demand for eco-friendly materials such as fluorine-free products, and plans to add capacity in Q3 2027 to meet overseas orders.
Facts
永捷 posted consolidated revenue of NT$540 million in Q3, up 40% year over year.
永捷 plans to begin producing orders for eco-friendly materials in Q3 2027.
永捷's quarterly gross margin rose to around 26% in Q3.
永捷 just reported October revenue of NT$172 million, up 72.12% year over year.
永捷's consolidated revenue for the first 10 months of this year totaled NT$1.896 billion, up 63.54% year over year.
Japanese stocks soar 6.46% in a week, their biggest weekly gain in 5 months
Published ・ Source Taiwan | 鉅亨網
Japanese stocks surged 6.46% for the week to a 5-month high, buoyed by a rebound in semiconductor shares and strong earnings reports. Although developments at 輝達 sparked brief volatility, market sentiment strengthened. Meanwhile, the yen's fall past 160 put the government on alert, while rising government bond yields stoked inflation concerns.
Facts
日經225指數 closed at 61,142.35 points, up 6.46% for the week.
東證指數(TOPIX) gained 6.3% for the week, closing higher for 5 consecutive trading days.
Maki Sawada, an equity strategist at 野村證券, said semiconductor and AI-related stocks rebounded this week.
軟銀集團(SoftBank Group) bucked the trend, plunging 5.11%.
The yen fell below the 160 mark against the U.S. dollar again, prompting a warning from Japanese Finance Minister Satsuki Katayama.
Japan's 10-year benchmark government bond yield rose to around 2.854%.
金管會 gives approval! A boon for small investors: “active ETF futures” to list at year-end, with the minimum transaction tax per contract at NT$6
Published ・ Source Taiwan | 鉅亨網
期交所 is launching active ETF futures, and 金管會 has approved amendments to the rules, with a listing expected at year-end. The new product combines stock-selection features with futures long-short mechanisms to meet demand for flexible trading and provide a hedging tool.
Facts
Original期交所於今年底正式推出主動式ETF期貨，相關規章修正已獲金管會核准。
Each actively managed ETF futures contract represents 10,000 beneficiary units, equivalent to 10 lots of the underlying ETF.
Futures transaction tax is levied at 2 per hundred thousand of the contract value for each transaction, with a minimum charge of NT$6.
Actively managed ETF futures use a margin trading system, allowing traders to establish long or short positions based on their market outlook.
If an actively managed ETF pays a dividend of NT$0.5 per unit and its settlement price is NT$30, the futures opening reference price on the ex-dividend date will automatically adjust to NT$29.5.
南亞 benefits from 14 consecutive days of fund buying, shares top NT$300; plans NT$11.5 billion plant investment to meet strong demand for fiberglass fabric
Published ・ Source Taiwan | 鉅亨網
南亞 announced an investment of NT$11.53 billion to build its fifth fiberglass fabric plant at its Changbin site, citing growing demand from AI servers and networking products, which pushed its shares above NT$300.
Facts
南亞 plans to invest NT$11.53 billion in a fifth fiberglass fabric plant at its Changbin site
The fifth fiberglass fabric plant is expected to produce 100 million meters annually, focusing on thin and ultra-thin fabric.
南亞's revenue share from electronic materials rose from 46% in 2025 to 61.5% in October 2026.
南亞 shares closed at NT$304, up 3.75%, topping the NT$300 mark.
The Department of Statistics at the Ministry of Economic Affairs said Taiwan's fiberglass industry output value rose more than 3 tenths year over year in January-August this year.
藍新科技 launches AI shopping and transaction platform, teams up with Mastercard to pursue agentic commerce opportunities
Published ・ Source Taiwan | 鉅亨網
智冠 subsidiary 藍新科技 launched the AI shopping platform BuyTalk Agent, integrating Mastercard Agent Pay technology to lower the barriers for merchants adopting AI commerce. The initial focus is on the travel industry, using structured product data for precise matching and secure payments.
Facts
智冠(5478-TW) subsidiary 藍新科技 (NewebPay) announced a partnership with 應援科技 to launch the AI shopping and transaction platform “BuyTalk Agent.”
藍新科技 is partnering with Mastercard to integrate Mastercard Agent Pay and build a payment environment for agentic commerce.
According to a Mastercard survey, 57% of people in Taiwan are willing to authorize agentic AI to search for products based on their personal preferences and budgets.
BuyTalk Agent will initially focus on the travel industry, aiming to address highly personalized travel needs and the time-consuming process of searching and comparing options.
Merchants adopting AI commerce through the platform must go through 4 steps: structuring product information, matching AI with customer needs, confirming orders, and authorizing payments.
藍新集團 currently has more than 400,000 partner merchants.
The platform uses Mastercard network tokenization technology and payment keys to strengthen identity verification and transaction security.
A dual-engine boost for the Asia Asset Management Center! Wu Tzu-hsin: Futures volume surges past 400 million contracts to a record, helping transform Taiwan into a capital hub
Futures trading volume this year rose sharply by 38% from the same period last year.
Stock futures and Mini-TAIEX futures posted growth of 123% and 149%, respectively.
The Financial Supervisory Commission said it would ease regulations governing insurance funds in 3 areas: expanding investment limits, broadening investment scope, and improving investment and financing management.
The central theme of Taiwan Week 2026 is “From Tech Island to Capital Island.”
神基 forecasts 5-10% revenue growth next year, with rugged computer business set for double-digit growth
Published ・ Source Taiwan | 鉅亨網
神基控股 (3005-TW) held an investor conference on the 13th. Chairman Huang Ming-han said fourth-quarter operations are stable, with an improved product mix lifting gross margins. Looking ahead to next year, the rugged computer business is forecast to grow by double digits, driving overall revenue growth of 5-10% year over year.
Facts
神基控股 forecasts overall revenue growth of 5-10% next year.
神基控股's rugged computer business is expected to post double-digit growth next year.
神基控股 reported cumulative revenue of NT$32.252 billion for the first 3 quarters.
神基控股 reported after-tax net income of NT$3.946 billion for the first 3 quarters.
神基控股 expects drones to account for 5-10% of its overall rugged computer revenue next year.
Chinese computing projects and equipment agreements worth more than 23 billion yuan (about $3.2 billion) still center on Nvidia chips subject to U.S. export restrictions.
Original黃仁勳辭任可能削弱輝達對華府的遊說力量，增加中國取得先進AI晶片的變數。
Nvidia technology is widely used by companies backed by local governments, universities, and regional computing centers.
Since January this year, the Trump administration has handled H200 export license applications for eligible Chinese customers with conditions and case-by-case reviews.
IDC estimates that Nvidia accounted for 34% of China's AI accelerator shipments in the first half of 2026.
The Shanghai Containerized Freight Index (SCFI) fell a further 61.12 points from the previous week to 3572.33 points, down 1.68% week over week.
Freight rates per FEU from the Far East to the Mediterranean rebounded $380 to $4,746, a gain of 8.7%.
Freight rates per FEU from the Far East to Europe fell $77 to $3,402, down about 2.2%.
Freight rates per FEU from the Far East to the U.S. West Coast fell a further $270 to $7,111, a decline of 3.66%.
Freight rates per FEU from the Far East to the U.S. East Coast fell $470 to $9,387, a decline of 4.77%.
The Mediterranean route's rebound was mainly due to a supply-and-demand structure that was better than expected, as well as peak-season surcharges imposed by 馬士基.
Do U.S. stocks really tend to fall on Friday the 十三th?
Published ・ Source Taiwan | 鉅亨網
Research website Edge or Myth analyzed U.S. stock data for 95 Friday the 13th dates since 1970 and found that the S&P 500's average performance was better than on ordinary Fridays, but that this was mainly due to a one-day surge during the 2020 pandemic. The statistics showed no significant increase in the probability of a decline on those dates, and a simulated return from avoiding trades on those days was lower than from holding throughout the period, confirming that the idea that stocks tend to fall on “Black Friday” is a myth.
Facts
Edge or Myth backtested 95 Friday the 13th dates since 1970 and found that the S&P 500 gained an average of 0.112%.
The S&P 500 surged 9.29% on March 13, 2020, the main factor lifting the average.
Excluding data from March 13, 2020, the average gain on Friday the 13th fell to 0.015%.
The probability of the market closing higher on Friday the 13th was 51.6%, lower than the 53.8% on other Fridays.
Chinese military aircraft circle Taiwan in “silent military exercises”; ballistic missile fired this month draws attention ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The Washington think tank 戰爭研究所 revealed that the Chinese military had recently conducted “silent military exercises” in the western Pacific and around Taiwan. The Ministry of National Defense reported detecting 30 sorties by Chinese military aircraft in a single day, 23 of which crossed the median line. The move was interpreted as intimidation of Taiwan and a strategic countermeasure intended to strengthen Beijing's bargaining position ahead of the 2026 APEC summit.
Facts
30 sorties by Chinese military aircraft detected in one day
23 sorties crossed the Taiwan Strait median line
The Ministry of National Defense announced on the 13th
Defense Minister 顧立雄 confirmed this on the 10th
In early November, the Chinese military set out from waters off eastern China
Russia test-fired a missile from the Sea of Okhotsk on October 28
The Chinese military test-fired a missile toward the Pacific in July
At candidates' forum, Li Sichuan proposes disaster-resilient urban renewal; Su Chiao-hui vows to establish an urban renewal bureau within 100 days ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
New Taipei mayoral candidates Li Sichuan, Su Chiao-hui and Su Hui-huang clashed at an officially hosted policy forum, discussing disaster-resilient urban renewal, industrial park development, fiscal management and transportation infrastructure. Li Sichuan pledged to promote disaster-resilient urban renewal and build a dome stadium, while Su Chiao-hui promised to establish an urban renewal bureau within 100 days and develop 9 major industrial parks. Su Hui-huang criticized what he called an evil urban renewal law and advocated reforming the marriage system.
Taiwan stocks rebounded more than 10% this week despite headwinds. Experts pointed to concerns including 輝達's leadership change and a slowdown in the U.S. economy, but said Taiwanese firms remain well positioned in the AI supply chain and custom chip sector.
Trump praises Huang Jen-hsun's contributions after resignation, says he cannot determine whether Huang Le is a spy ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Huang Jen-hsun resigned as 輝達's president, CEO and board member, with Chris and Harvey Jones taking over as interim leaders. The move followed the revelation of an affair with Huang Le, who is suspected of being a spy, raising national security concerns. Trump publicly backed Huang Jen-hsun and questioned whether Huang Le's alleged spy status had been established. The 美國司法部 launched an investigation, while 中國外交部 rejected the spy allegations.
Parents complain about illegal rooftop structure at Taichung private school; nearly 100 students attending classes there raises safety concerns ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Parents complained that an illegal rooftop structure at the Xitun campus of a private school in Taichung was being used as a classroom, with nearly 100 students attending classes there, raising safety concerns. The Education Bureau confirmed the violation and ordered improvements by a deadline. The school pledged to move classes to legal classrooms, while 靖娟基金會 called for stronger campus safety standards.
Tractor-trailer turns right and hits motorcycle traveling in same direction; 68-year-old rider killed in Yilan ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A tractor-trailer turning right struck a motorcycle rider in Suao Township, Yilan County, killing the 68-year-old. A separate collision between a container truck and a motorcycle in Hsinchu City's Xiangshan District the same day seriously injured a 65-year-old rider.
Facts
The incident happened on the afternoon of the 11th
The 52-year-old driver, surnamed Pan
At noon on the 13th in Hsinchu City's Xiangshan District
Zhongli borough chief candidate promotes low-cost Kinmen-Xiamen tour; prosecutors say foreign forces interfered in election ｜ 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Prosecutors uncovered multiple election bribery cases involving candidates in Yunlin, Hualien, Changhua and Zhongli, Taoyuan, who were suspected of buying votes or receiving funding from foreign forces. In Zhongli, Taoyuan, a borough chief candidate promoted a low-cost tour to Kinmen and Xiamen and was found to have violated the Anti-Infiltration Act and accepted funding from mainland China. The candidate was released on bail after questioning. Candidates in other areas were detained or investigated over alleged vote-buying involving cash, free-range chickens or red envelopes.
Facts
The 56-year-old driver, surnamed Li
Hit 5 motorcycles parked under an arcade
This year (2026), a candidate for borough chief of Chang'an Borough in Sanchong District
Buying votes from voters for NT$2,000 to NT$3,000 per vote
A total of 4 locations searched
NT$1,000 in cash had already been handed out
Free-range chickens worth about NT$1,000 at market prices
An inspection trip in September 2025
“Fresh toast” worth NT$150 to NT$180
A tour fee of NT$8,000 per person
More than NT$10,000 below the prevailing market rate
A coating defect in the 泰利福 Arrow catheter could pose a risk of inflammation or blood clots in patients. After receiving notification, 食藥署 launched a Class I recall, with 8,641 units in Taiwan to be removed from shelves and taken out of use by Dec. 11.
Facts
A total of 8,641 affected products were imported into Taiwan
Unmanned Underwater Vehicle “黑鯨” Makes First Test Dive in Su'ao | PNN News
Published ・ Source Taiwan | 公視新聞
The unmanned underwater vehicle “黑鯨,” built by domestic shipbuilder 龍德 in collaboration with a British developer, conducted its first test dive on the 12th in Su'ao, Yilan. The vehicle is 9 meters long and has highly autonomous navigation capabilities, enabling it to carry out missions such as intelligence surveillance and mine countermeasures. Meanwhile, 國家海洋科技營運中心 held an unveiling ceremony. Ocean Affairs Council Minister Kuan Bi-ling said the Chinese Communist Party continues to probe hydrographic intelligence, stressing the need to strengthen maritime awareness and recruit talent.
Jensen Huang Resigns as 輝達 CEO Amid Scandal: Implications for Taiwan's Supply Chain and the Global AI Industry | PNN News
Published ・ Source Taiwan | 公視新聞
輝達 CEO Jensen Huang resigned amid a scandal, and CFO Colette Kress is serving as interim chief executive. The stock plunged, wiping out more than $500 billion in market value. Analysts say the direct impact on 台積電 will be limited, but the move could affect supply-chain expansion plans and startup financing. Shares of rivals such as 博通, 超微 and 英特爾 rose, and the AI industry could become more diversified.
Facts
More than $500 billion has been wiped from the company's market value
Legislature Approves Extending Maternity Leave to 14 Weeks; Parental Leave Eligibility Extended Until Children Turn 9 | PNN News
Published ・ Source Taiwan | 公視新聞
The Legislative Yuan passed amendments to the Gender Equality in Employment Act in its third reading, extending maternity leave from 8 weeks to 14 weeks and prenatal checkup and paternity leave from 7 days to 14 days. The period for taking unpaid parental leave was extended to before a child turns 9, and a new provision grants up to 60 days of parental leave per child. The new law is expected to take effect on Jan. 1, 2027.
Facts
Increased to 14 days
Maternity leave remains unchanged at 4 weeks
Maternity leave extended from the current 1 week to 2 weeks