🔥 Top Stories
Saudi Arabia has warned United Nations member states that attempts to block Middle Eastern waterways threaten global energy security. The kingdom called for increased international action to protect freedom of navigation and ensure stable energy supplies worldwide.
US President Trump received Chinese President Xi Jinping with ceremonial honors this week, bringing temporary relief to strained US-China relations in recent years. Through friendly gestures and carefully chosen words, Xi sought to influence Trump's views on Taiwan, Japan, and America's security role in Asia. Analysis suggests Xi does not expect breakthrough results from a single summit, but rather uses frequent meetings to test American positions and identify policy influence opportunities.
Following Xi Jinping's three-day state visit to the United States, the White House released a fact sheet outlining multiple achievements including tariff treatment, coal purchases, rare earth supply chain cooperation, and establishment of a US-China super AI dialogue mechanism. However, the fact sheet made no mention of Taiwan-related issues, with content largely consistent with Chinese official statements.
Chinese President Xi Jinping concluded a three-day visit to the United States and returned home. President Trump stated the meeting was friendly and successful, with both sides achieving positive outcomes in trade issues including agriculture. Trump expects the two leaders may meet two more times before year-end to continue advancing trade negotiations.
Iranian senior officials stated that Tehran will not compromise on its nuclear program even if the US agrees to reopen the Strait of Hormuz. Iran refuses to abandon uranium enrichment rights or transfer highly enriched uranium abroad. Trump rejected Iran's proposal on the 26th. US media reports suggest Washington may resume military operations against Iran after November midterm elections, potentially affecting global oil prices.
🏛 Politics
US congressional lawmakers from both parties introduced legislation on September 25 to prohibit federal agencies from using Chinese-made optical modules in systems handling sensitive information. The bill targets Chinese optical communication equipment manufacturers including Chengdu Xin Yixin and Zhongji Xuangchuang, aiming to mitigate risks to US AI data centers and government systems. The US Department of Defense has already listed Zhongji Xuangchuang on the 1260H list.
An armed militant group carried out a bomb attack in Dera Ismail Khan, northwestern Pakistan, killing at least 11 people and injuring 30 others. Separately, a suspected gas explosion near a famous tourist site in Athens, Greece caused one residential building to collapse and multiple structures to be damaged, resulting in 6 deaths including 4 American tourists.
After more than six months of US-Iran conflict, Iran proposed a seven-day ceasefire plan during the UN General Assembly, including restoring Strait of Hormuz passage and lifting oil sanctions. US President Trump rejected the proposal, stating Iran is in a losing position. Diplomatic mediation efforts between the two nations continue.
Saudi Arabia has warned United Nations member states that attempts to block Middle Eastern waterways threaten global energy security. The kingdom called for increased international action to protect freedom of navigation and ensure stable energy supplies worldwide.
U.S. President Trump rejected Iran's proposed 7-day ceasefire on the 26th. Iran responded on the 27th, stating that diplomatic negotiations are the only path to resolving conflicts between the U.S., Israel, and Iran. Iran emphasized that Tehran will only reopen the Strait of Hormuz if the U.S. accepts Iran's conditions.
US President Trump received Chinese President Xi Jinping with ceremonial honors this week, bringing temporary relief to strained US-China relations in recent years. Through friendly gestures and carefully chosen words, Xi sought to influence Trump's views on Taiwan, Japan, and America's security role in Asia. Analysis suggests Xi does not expect breakthrough results from a single summit, but rather uses frequent meetings to test American positions and identify policy influence opportunities.
Philippine Defense Secretary Teodoro stated on the 26th that the Philippines will continue supply missions in its claimed South China Sea areas despite Chinese interference. The country is restructuring military deployment through the Comprehensive Archipelago Defense Concept, aiming to extend military reach to the 200-nautical-mile exclusive economic zone and strengthen maritime defense capabilities.
Following Xi Jinping's three-day state visit to the United States, the White House released a fact sheet outlining multiple achievements including tariff treatment, coal purchases, rare earth supply chain cooperation, and establishment of a US-China super AI dialogue mechanism. However, the fact sheet made no mention of Taiwan-related issues, with content largely consistent with Chinese official statements.
Chinese President Xi Jinping concluded a three-day visit to the United States and returned home. President Trump stated the meeting was friendly and successful, with both sides achieving positive outcomes in trade issues including agriculture. Trump expects the two leaders may meet two more times before year-end to continue advancing trade negotiations.
Iranian senior officials stated that Tehran will not compromise on its nuclear program even if the US agrees to reopen the Strait of Hormuz. Iran refuses to abandon uranium enrichment rights or transfer highly enriched uranium abroad. Trump rejected Iran's proposal on the 26th. US media reports suggest Washington may resume military operations against Iran after November midterm elections, potentially affecting global oil prices.
💰 Finance
A large-scale study tracking over 330,000 type 2 diabetes patients found an association between GLP-1 receptor agonist discontinuation duration and cardiovascular risk. Originally developed as a diabetes treatment, GLP-1 drugs have gained widespread use for weight loss effects in recent years. The research provides important clinical insights into how cardiovascular risk changes after patients stop taking the medication.
Global AI data center expansion continues to boost demand for power management and power semiconductor components. The power semiconductor market has recently reported price increases, driving strong stock performance from related epitaxy manufacturers like Jadeite and wafer foundries including Hanmi. Industry expects sustained demand growth for power semiconductors as AI applications expand, benefiting listed companies in the sector.
Taiwan's National Development Council will announce August's economic indicator this week. Supported by robust exports, stock market performance, and domestic demand, an August red light would match the longest consecutive red light record in history. The council maintains a cautiously optimistic outlook for August's economic performance.
Germany's economy faces headwinds as exports decline and 170,000 workers stage major strikes, impacting manufacturing sectors. Policymakers attribute economic challenges to intensified competition from Chinese manufacturing. The Centre for European Reform analyzes how Chinese competition affects Germany's core economic pillars.
Libya's state-owned oil company announced that an oil pipeline blocked by armed groups for several days has resumed operations. The incident reportedly caused losses of 95 million US dollars. The pipeline disruption had significant impact on Libya's oil exports.
Following Vietnamese leader Su Lin's US visit, American scrutiny of product origins has intensified. Taiwan business operators report the need to substantiate Vietnam's manufacturing processes through international sourcing, automation investments, and other measures to meet US origin requirements and prevent Vietnam from becoming a transshipment hub for Chinese goods.
US stock markets closed higher on the 25th, with weekly gains extending to four consecutive weeks. Key economic data on inflation and employment will be released this week, which will influence US Treasury yields and test whether the current stock market rally can sustain its momentum.
Bank of America strategists caution that rising US Treasury yields and increased market volatility may trigger deleveraging, potentially impacting US stocks significantly. Investors should closely monitor Treasury yield movements, bond volatility indices, and financial sector performance to assess market risks.
Bank of America has downgraded Nike's investment rating from neutral to underperform, marking the latest Wall Street firm to turn bearish on the sportswear giant. The move reflects investor confidence in Nike at its lowest level in at least 25 years, signaling growing market concerns about the company's outlook.
A New Mexico jury ruled on the 25th that Facebook violated the state's consumer protection law in over 43 million instances, deceiving users regarding privacy protection. Prosecutors seek maximum penalties of $5,000 per violation, potentially totaling over $200 billion, though final penalties will be determined by the judge.
💻 Technology
Nvidia is exploring advanced packaging technologies for next-generation AI chips, evaluating glass substrate solutions in collaboration with German equipment manufacturer SCHMID and others. Nvidia aims to have South Korean, Japanese, and Taiwanese substrate manufacturers complete glass substrate development within two years, with potential deployment by 2028. SCHMID is working with Intel, Nvidia, and AMD supply chain partners to develop related equipment, though glass through-via metallization still presents technical challenges.
An amateur astronomy enthusiast in Quebec, Canada accidentally discovered a nearly perfect circular formation on satellite maps while planning a camping trip. Scientific verification confirmed the feature is an impact crater approximately 25 kilometers in diameter, formed roughly 390 million years ago. This discovery provides significant evidence for understanding Earth's impact history.
SpaceXAI, Elon Musk's artificial intelligence venture, will add 660,000 Nvidia GB300 GPUs this year, bringing total GPU holdings close to 1.44 million units. Currently, Colossus 1 houses 150,000 H100s, 50,000 H200s, and 30,000 GB200s; Colossus 2 contains 110,000 GB200s and 440,000 GB300s. Musk announced that 220,000 GB300 units will deploy next week, with additional 220,000 units scheduled for November and December, bringing total GB300 count to 1.1 million.
Meta launched its personal AI agent Muse on September 9, reaching the top of the US App Store's free iPhone app downloads within two weeks. This move signals intensifying competition among tech giants in the agentic AI space, as companies race to develop always-on personal assistant services to capture the emerging AI market.
As generative AI applications expand rapidly, chip and energy shortages have emerged as critical bottlenecks for AI industry growth. Following ChatGPT's launch, massive capital flowed toward AI software startups, but surging hardware demands are redirecting venture capital attention to hard tech sectors including semiconductor manufacturing and energy infrastructure.
As AI and high-performance computing chip power consumption increases, advanced packaging thermal management requirements rise, expanding silicon carbide (SiC) applications into AI server domains. Resonac, Sumitomo Metal Mining, and Taiwan-based Sheng Xin announced recent technological breakthroughs advancing 12-inch SiC substrate development. Three competing technology routes—monocrystalline, polycrystalline, and bonded SiC—are simultaneously accelerating. SiC demonstrates superior thermal conductivity compared to traditional silicon materials.
Major technology companies are accelerating development of next-generation AI wearable devices, including smart glasses and portable accessories with vision, audio, and real-time feedback capabilities. However, privacy protection and cloud security issues present significant challenges to market adoption. The industry must balance innovation with user privacy safeguards to enable sustainable growth in wearable technology.
Foxconn Technology Group, a subsidiary of Hon Hai, has established Beijing Futekang Intelligent Robotics Technology with Chinese automotive technology company Altai. The joint venture integrates Foxconn's design, R&D, supply chain and manufacturing capabilities with Altai's core technology and customer resources. Futekang will provide end-to-end services from concept development to mass production for embodied AI robots, expanding applications across industrial scenarios.
As AI data centers demand higher-density transmission and lower power consumption, Micro LED CPO technology has gained significant attention from semiconductor giants. Intel recently collaborated with panel manufacturer AU Optronics on this technology. Taiwan-based companies including Lextar, PlayNitride, Dilitek, and Photonics are actively entering the market. MediaTek previously partnered with Microsoft Research to develop next-generation Micro LED active optical cables, integrating CMOS technology to enhance transmission performance.
Bill Gates told NBC that artificial intelligence in the wrong hands could cause significant harm. He emphasized that the U.S. federal government must pass legislation establishing safeguards and regulatory frameworks for AI development. Gates stressed that industry self-regulation is insufficient, arguing that legislation can constrain AI advancement while avoiding excessive impediment to technological progress.
🎬 Entertainment
Taiwanese high jumper Fu Zhao-hsuan won the gold medal in men's high jump at the Nagoya Asian Games, ending a 60-year drought for Taiwan in men's track and field at the Asian Games. Despite facing periods of self-doubt due to performance plateaus and difficult times, Fu persevered in his training and ultimately achieved his gold medal goal, marking a significant milestone in Taiwan's sports history.
High jumper Fu Zhao-xuan claimed gold at the Nagoya Asian Games with a 2.25-meter jump, marking the team's first men's track and field gold medal at the Asian Games in 60 years. Fu was deeply moved as he celebrated on the field while holding the national flag, expressing his desire to take a victory lap around the stadium.
Taiwan's high jumper Fu Zhao-xuan won the gold medal in men's high jump at the Nagoya Asian Games, securing Taiwan's first men's track and field gold medal in 60 years. This marks Taiwan's eighth gold medal in Asian Games athletics, with Fu becoming the fourth Taiwanese athlete to win gold in this event.
Taiwanese high jumper Fu Zhao-hsuan won the gold medal at the Nagoya Asian Games with a personal best of 2.25 meters, ending Taiwan's 60-year drought in men's track and field gold medals. Fu received 4.5 million NT dollars in government awards plus additional prize money from the athletics association, totaling 4.8 million NT dollars.
Taiwanese athlete Fu Zhao-hsuan won the gold medal in the men's high jump at the Asian Games with a height of 2.25 meters. This marks Taiwan's first gold medal in men's track and field at the Asian Games in 60 years, achieving a historic breakthrough.
Taiwan reported victories at the Aichi Nagoya Asian Games. Weightlifter Chen Wenhui won silver in the women's 69kg category with a total of 232kg. In badminton, the mixed doubles pair of Ye Hongwei and Zhan Youzhen secured a spot in the semifinals, guaranteeing at least a bronze medal—Taiwan's first mixed doubles medal in 16 years at the Asian Games.
Taiwan's baseball team defeated China 5-1 in the bronze medal match on the 27th at the Asian Games. Taiwan scored 5 runs through consecutive hits in the second and seventh innings. Starting pitcher Lin Yu-min delivered an outstanding performance, pitching 8 scoreless innings with 10 strikeouts to effectively contain the opponent. China managed to score only 1 run via a hit in the ninth inning.
At the Nagoya Asian Games badminton mixed doubles quarterfinals, Taiwan's pair Ye Hong-wei and Zhan You-zhen defeated Thailand's combination 21-18, 21-14 in straight sets, advancing to the semifinals. This victory guarantees Taiwan at least a bronze medal and marks the nation's first badminton mixed doubles medal at the Asian Games in 16 years.
Taiwan's baseball team lost 3-7 to Japan in the 2026 Aichi Nagoya Asian Games super round, eliminating them from gold medal contention. Left-handed pitcher Lin Yu-min, who plays in the United States, will start tomorrow's bronze medal match against China, vowing to give his all to secure the bronze and avoid losing to the Chinese team.
🌏 International
Chinese President Xi Jinping concluded a three-day visit to the United States and returned home. President Trump stated the meeting was friendly and successful, with both sides achieving positive outcomes in trade issues including agriculture. Trump expects the two leaders may meet two more times before year-end to continue advancing trade negotiations.
Saudi Arabia has warned United Nations member states that attempts to block Middle Eastern waterways threaten global energy security. The kingdom called for increased international action to protect freedom of navigation and ensure stable energy supplies worldwide.
North Korea's regime is incorporating swarm attack tactics that combine drones and missiles, based on methods proven effective against Western air defenses in Europe and the Middle East. The strategy aims to overcome existing air defense systems by coordinating multiple attack vectors simultaneously.
US President Trump received Chinese President Xi Jinping with ceremonial honors this week, bringing temporary relief to strained US-China relations in recent years. Through friendly gestures and carefully chosen words, Xi sought to influence Trump's views on Taiwan, Japan, and America's security role in Asia. Analysis suggests Xi does not expect breakthrough results from a single summit, but rather uses frequent meetings to test American positions and identify policy influence opportunities.
Following Xi Jinping's three-day state visit to the United States, the White House released a fact sheet outlining multiple achievements including tariff treatment, coal purchases, rare earth supply chain cooperation, and establishment of a US-China super AI dialogue mechanism. However, the fact sheet made no mention of Taiwan-related issues, with content largely consistent with Chinese official statements.
Iranian senior officials stated that Tehran will not compromise on its nuclear program even if the US agrees to reopen the Strait of Hormuz. Iran refuses to abandon uranium enrichment rights or transfer highly enriched uranium abroad. Trump rejected Iran's proposal on the 26th. US media reports suggest Washington may resume military operations against Iran after November midterm elections, potentially affecting global oil prices.
U.S. President Trump rejected Iran's proposed 7-day ceasefire on the 26th. Iran responded on the 27th, stating that diplomatic negotiations are the only path to resolving conflicts between the U.S., Israel, and Iran. Iran emphasized that Tehran will only reopen the Strait of Hormuz if the U.S. accepts Iran's conditions.
After more than six months of US-Iran conflict, Iran proposed a seven-day ceasefire plan during the UN General Assembly, including restoring Strait of Hormuz passage and lifting oil sanctions. US President Trump rejected the proposal, stating Iran is in a losing position. Diplomatic mediation efforts between the two nations continue.
US congressional lawmakers from both parties introduced legislation on September 25 to prohibit federal agencies from using Chinese-made optical modules in systems handling sensitive information. The bill targets Chinese optical communication equipment manufacturers including Chengdu Xin Yixin and Zhongji Xuangchuang, aiming to mitigate risks to US AI data centers and government systems. The US Department of Defense has already listed Zhongji Xuangchuang on the 1260H list.
An armed militant group carried out a bomb attack in Dera Ismail Khan, northwestern Pakistan, killing at least 11 people and injuring 30 others. Separately, a suspected gas explosion near a famous tourist site in Athens, Greece caused one residential building to collapse and multiple structures to be damaged, resulting in 6 deaths including 4 American tourists.
Chinese researchers claim to have successfully conducted room-temperature propellant refueling for a high-orbit BeiDou satellite for the first time. The findings, published in a peer-reviewed paper for the Journal of Deep Space Exploration, demonstrate China's advancement in satellite-to-satellite refueling technology. This breakthrough by state-funded researchers could significantly impact the global space race and satellite operational capabilities.
The United States, Denmark, and Greenland signed a defence agreement allowing Washington to establish two new military bases on the world's largest island. Analysts view this expansion as a strategic measure to prevent potential military cooperation between China and Russia in the Arctic region, while affirming Denmark's sovereignty. The deal updates the 1951 US-Denmark defence agreement.
Philippine Defense Secretary Teodoro stated on the 26th that the Philippines will continue supply missions in its claimed South China Sea areas despite Chinese interference. The country is restructuring military deployment through the Comprehensive Archipelago Defense Concept, aiming to extend military reach to the 200-nautical-mile exclusive economic zone and strengthen maritime defense capabilities.
Vice President Hsiao Bi-khim stated that the US and China compete intensely in diplomacy, military affairs, technology, and artificial intelligence. The US, Japan, and South Korea have repeatedly emphasized their commitment to peace and stability in the Taiwan Strait, supporting the status quo and opposing military force or coercion to change the situation. Lin Chia-lung noted that Taiwan must participate more actively in international risk management regarding China.
Following the conclusion of talks between US President Trump and Chinese President Xi Jinping, neither country's official statement of key points mentioned Taiwan. The US State Department and Ambassador to China Pam Bondy subsequently reaffirmed that American policy toward Taiwan remains unchanged. The White House released a fact sheet listing fifteen major cooperation points, covering drug enforcement, trade, and US-China relations.