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U.S. Treasury yields rise to a 24-year high.

US Treasury Yields Hit 24-year High As AI Financing And Rate Risks Unsettle Markets

The 10-year US Treasury yield has climbed to a 24-year high, focusing attention on Federal Reserve policy, government debt and the expansion of AI financing. Corporate earnings and semiconductor demand will be key areas to watch.

Could China’s Stock Market Enter a ‘Slow Bull’ Run? US$25 Trillion in Household Deposits Offers Potential Fuel
US August Trade Deficit Widens to $105.6 Billion as Imports Hit Record High

Could China’s Stock Market Enter a ‘Slow Bull’ Run? US$25 Trillion in Household Deposits Offers Potential Fuel
A Reuters Breakingviews analysis says corporate reforms, stronger shareholder returns and China’s vast household deposits could support the stock market, while the property downturn, weak domestic demand and deflation remain major risks.
Giant Republic of China flag flies over Taipei by helicopter for National Day
A giant Republic of China flag was flown beneath a US-made Chinook helicopter over the Presidential Office during Taiwan’s National Day celebrations, highlighting a national symbol while reflecting continuing debate over cross-strait relations and Taiwan’s identity.
US August Trade Deficit Widens to $105.6 Billion as Imports Hit Record High
The US trade deficit widened 13.7% month on month to $105.6 billion in August, while imports rose to a record $420.8 billion. Corporate equipment purchases and demand for AI infrastructure continued to drive the flow of overseas goods into the US.

Lai says Taiwan will not give up freedom, vows stronger defenses to preserve cross-strait peace

President Lai Ching-te said in his National Day address that Taiwan cherishes peace but will not give up its freedom, adding that stronger self-defense capabilities are essential to regional stability and equal cross-strait dialogue.

The Spotlight

September exports of information products increased by 103% year-on-year.

Taiwan September exports surge 60.9% to record high as AI demand lifts US shipments

Taiwan’s exports reached US$87.22 billion in September, up 60.9% year on year and marking a monthly record for the second consecutive month. Strong demand for AI chips, electronic components and information products helped drive the increase, while exports to the US jumped 106.2%.

Chinese maritime militia vessel spotted for first time in waters off eastern Taiwan

Business

Technology

AMD to sharply increase AI chip supply in 2027 as Lisa Su sees strong demand
AMD CEO Lisa Su said the company plans to significantly increase AI chip supply in 2027 to meet demand from data centers and generative AI, while challenging Nvidia's market dominance.
Japan bets US$15 billion on 2nm chips as Rapidus races to win customers
Heart Monitor Server Software Used by Boston Scientific Patients Draws Three Class 2 Recalls Over Delayed Alerts

World

China Is Testing Satellites That Can Chase Other Spacecraft. The US Is Building Its Own Countermeasures.
Washington has deployed new electromagnetic warfare equipment and is testing spacecraft that can respond quickly to threats in orbit as military competition extends beyond Earth.
'It Is Not Inhumane': Police Chief Defends Electric-Shock Gloves Used To Force People To Comply
Washington Names Taiwan As A Partner On Two Palau Projects In $150 Million Pacific Package

Taiwan

Economy

US August trade deficit widens 13.7% as imports hit record high
The US trade deficit widened 13.7% month on month to US$105.6 billion in August, while imports reached a record high as strong domestic demand and AI infrastructure investment boosted demand for semiconductors, equipment and other electronic products.
Taiwan Stocks Lose The 46,000 Level As Substrate And Memory Names Slide
Far EasTone Is Paying Out All Its Earnings While Calling Itself A Technology Company

Politics

Tsai Ing-wen to visit US next week as Beijing reaction draws attention
Former president Tsai Ing-wen is expected to visit the United States next week, Reuters reported. Details of her itinerary and whether she will meet US officials have not been announced, with attention focused on Beijing's response and the implications for regional security.
Taiwan Says China's Military Is Rehearsing A Blockade, Not An Invasion
Taiwan's Defence Spending Passes NT$1 Trillion For The First Time

Culture

US Treasury Yields Hit 24-year High As AI Financing And Rate Risks Unsettle Markets

Could China’s Stock Market Enter a ‘Slow Bull’ Run? US$25 Trillion in Household Deposits Offers Potential Fuel

Giant Republic of China flag flies over Taipei by helicopter for National Day

US August Trade Deficit Widens to $105.6 Billion as Imports Hit Record High

Is China’s gray-zone pressure targeting the Batanes? Taiwan’s southern waters emerge as US-Philippines defense focus

Eswatini king visits Taiwan as Taipei and Mbabane sign mutual legal assistance pact

Micron Taoyuan union wins strike authorization with 99% support

Taiwan’s US representative says cross-strait ties remain steady, stresses timely delivery of US defense equipment

US criticizes Chinese maritime activity east of Taiwan, warns of risks to regional stability

Lai says Taiwan will not give up freedom, vows stronger defenses to preserve cross-strait peace

Taiwan September exports surge 60.9% to record high as AI demand lifts US shipments

ByteDance Locks In Record $29.6B Loan At Tighter Terms: AI Race Funded By Debt, Not Disclosure

Hitachi Expands HMAX With Data Center And Cyber Solutions

TSMC third-quarter revenue jumps 50% to record high on strong AI demand

Samsung profit outlook improves on AI memory demand, but valuation trails Nvidia

Foxconn’s third-quarter revenue surges 47% on strong AI demand

AMD to sharply increase AI chip supply in 2027 as Lisa Su sees strong demand

Japan bets US$15 billion on 2nm chips as Rapidus races to win customers

Heart Monitor Server Software Used by Boston Scientific Patients Draws Three Class 2 Recalls Over Delayed Alerts

China Is Testing Satellites That Can Chase Other Spacecraft. The US Is Building Its Own Countermeasures.

'It Is Not Inhumane': Police Chief Defends Electric-Shock Gloves Used To Force People To Comply

Washington Names Taiwan As A Partner On Two Palau Projects In $150 Million Pacific Package

Tsai warns China is maintaining pressure on Taiwan, calls for stronger defense and international cooperation

Yemen government forces retake key area near Bab el-Mandeb Strait

California woman accused of spying for China and monitoring President Lai’s son

Taiwan receives first two F-16V fighter jets after delivery delays

US August trade deficit widens 13.7% as imports hit record high

Taiwan Stocks Lose The 46,000 Level As Substrate And Memory Names Slide

Far EasTone Is Paying Out All Its Earnings While Calling Itself A Technology Company

Tsai Ing-wen to visit US next week as Beijing reaction draws attention

Taiwan Says China's Military Is Rehearsing A Blockade, Not An Invasion

Taiwan's Defence Spending Passes NT$1 Trillion For The First Time

Kaohsiung Finland International School Opens With NT$500,000 Tuition As City Courts Chip Talent

Beyoncé Act III Release Date: Fans Predict Rumoured Rock Album Launch On Her 45th Birthday

Kendall Jenner, Bianca Balti And Amal Clooney Lead The Best Looks From Venice Film Festival 2026

The Gwangju Biennale's Apology Never Uses The Word "Taiwan"