TTV — broadcast
20261012 200000 UTC
110 transcript segments
Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking
Data courtesy of The GDELT Project (https://www.gdeltproject.org/), from the Internet Archive TV News Archive.
Machine transcription. Treat it as a searchable index of what was broadcast, not a verbatim quotation record.

[00:00:35] However, investor confidence remained strong, and buying orders gradually entered the market
[00:00:38] . TSMC also rebounded from its intraday low to parity, coupled with
[00:00:42] the assistance of optoelectronics, shipping, and financial stocks
[00:00:50] , with a turnover of 843.9 billion yuan. After the National Day holiday
[00:00:54] , Taiwan stocks opened lower on the 12th , and selling pressure further emerged during the trading session
[00:00:57] . The weighted index once fell below 48,768 points, failing to hold 49,000 points, and continued to close higher after hitting a new low during the trading session, with fluctuations exceeding 600 points. During the international period, US stock market stocks were relatively weak, with Philadelphia down 3.9% and Taiwan's AD down 4%, so Taiwan's early trading session opened lower.
[00:01:25] However, because Taiwan's stock market basically has a very strong buy-the-dip
[00:01:30] sentiment, the market's outlook for the future is still relatively
[00:01:38] ASE Technology Holding bucked the trend and rose, while Hon Hai Precision Industry (Foxconn) and Quanta Computer, which were involved in the US 337 investigation,
[00:01:42] fell by more than one . Delta Electronics experienced even heavier selling pressure,
[00:01:45] once dropping by more than half a limit . TSMC, whose investor conference is approaching,
[00:01:49] also encountered turbulence, with its stock price testing the ten-day moving average and falling to
[00:01:53] a low of 2,510 yuan . We estimate that TSMC's performance in the third quarter
[00:01:57] is still very optimistic, and this EPS is probably
[00:02:30] .禁 用 股 也 有 表 现 。 AIAIAI到了2030. The AI sector also performed. AIAIAI is expected to grow fivefold by 2030, reaching 2.7 trillion yuan. With fundamental support, there is courage to go higher.
[00:03:10] Next, let's see if Taiwan can stabilize at 49,000 points and then break through 50,000 points to launch a new wave of offensive
[00:03:18] . On the 90th, Taipei arrived
[00:03:23] . TSMC earned 20.1 billion yuan
[00:03:26] .
[00:03:30] will begin mass production of key components, such as interposer layers, in the US in the first half of 2028
[00:03:34] , ensuring stable supply . In addition, TSMC and the US packaging and testing
[00:03:37] giant Amkor Technology are also planning to start production at their Arizona plant in early
[00:03:41] 2028
[00:03:58] bandwidth memory
[00:05:45] The demand for AI not only drives GPUs, but also enhances
[00:05:47] the importance of CPUs. From Qualcomm to
[00:05:49] AMD, processor growth
[00:05:55] CPUs have further expanded the growth opportunities for Taiwan's chip industry
[00:06:04] . From smartphones to servers, Intel has been selling previous generation PCs since September
[00:06:24] . At the same time, it will also follow suit and increase prices
[00:06:28] . In the past two years, the demand for AI has seen a sharp increase
[00:06:31] , and manufacturers have also made some adjustments in terms of capacity allocation
[00:06:35] , because after all, the processors required in AI data centers
[00:06:39] are also gradually seeing a situation where supply cannot meet demand in the AI field, and this phenomenon has also emerged
[00:07:02] . AI
[00:07:02] demand continues to expand, driving changes in computing power and chip demand. As AI moves from training to inference,
[00:07:09] the importance of CPUs and market demand are also further
[00:07:14] increasing. In addition, the increased cost of advanced processes relied upon by high-end CPUs has all become key
[00:07:18] factors supporting product price increases
[00:07:32] The usage of CPUs is very large
[00:07:43] In addition to the processing, the market expects that the overall potential market size of server CPUs will grow to
[00:07:46] US$209 billion by 2030
[00:07:50] , with an annual compound growth rate as high as 32%. Analysts point out that
[00:07:54] in addition to TSMC, other advanced manufacturing foundries and other companies will have their operations boosted
[00:07:57] . On the Taiwan side, including Unimicron, Nanya PCB, and Kinsus Interconnect Technology,
[00:08:01] these substrate manufacturers all have the opportunity to usher in a new wave of growth momentum. Reporter Hong Jing,
[00:08:05] Lin Qiujiang, reported from Taipei . The U.S. International Trade Commission
[00:08:09] initiated a Section 337 investigation . AIAI
[00:08:33] With full support, Taiwan will ship AI products to the United States. It is confirmed that the U.S. International Trade Commission initiated a Section 337 investigation
[00:08:42] alleging that multiple systems in Taiwan, including Hon Hai Precision Industry (Foxconn), Quanta Computer, and 20 Chinese companies, are infringing. If a final ruling is made, it will not necessarily mean an import ban or a financial penalty. It does not necessarily mean any unfavorable effects. It is just that in terms of procedures, because someone initiated this investigation,
[00:09:12] Taiwanese companies will have to invest a lot of resources in a very short time
[00:09:31] formed a professional team to clarify relevant patents and product scope
[00:09:35] . Quanta emphasized that the case has entered the investigation process, but
[00:09:39] currently, its products and operations have not been affected . Delta
[00:09:46] responded that it will actively respond in accordance with the law, and its related products have not been affected. As Taiwan's technology companies deeply penetrate the US AI supply
[00:09:49] chain, experts remind that patent布局 and legal risks must be taken more
[00:09:53] cautiously. With the US having such economic and trade exchanges
[00:09:57] , it is still important to pay attention to the relevant
[00:10:01] patent arrangements and related rules and regulations
[00:10:05] . This requires considerable caution, because
[00:10:09] in fact, I think all companies dealing with the US have a lot of risks
[00:10:25] . In the Section 337 investigation, in addition to presenting legal arguments, it is also possible to reach a settlement by paying
[00:10:29] licensing fees, reducing the risk of products being banned from import
[00:10:32] . Reporter Qiao Dalong, Taipei interview report. After the National Day
[00:10:36] Lai Qingde's speech, China announced that starting today, for five consecutive days, it will conduct military exercises
[00:10:40] in five sea areas, including the East China Sea and the Yellow Sea . Moreover, China's Ministry of National Defense
[00:10:44] stated that the PLA's military exercises are aimed at deterring Taiwan independence
[00:11:17] Once again, it mentioned promoting peace, but previously, the National Day speech by President Lai seemed to
[00:12:05] However, foreign countries highly recognized President Lai's National Day speech. For example, the spokesperson of the US State Department expressed pleasure at the commitment to maintaining peace in the Taiwan Strait. The former chairman of the American Institute in Taiwan, Raymond Burghardt, believed that President Lai was pragmatic in viewing potential
[00:12:09] threats, which was impressive . The director of the Indo-Pacific Program at the German Marshall Fund
[00:12:13] in Washington also highly affirmed President Lai's remarks
[00:12:17] . As for the president of the Japan-Taiwan Parliamentary Friendship Association , he believed that
[00:12:21] the words of "the minister of the mountains" could be felt .
[00:12:55] It is reported that the new anti-missile system is preparing for a war in the Taiwan Strait
[00:12:59] . As for the daily military exercises, our side does not comment much
[00:13:17] . Seeing the close distance between Taiwan and Japan, the US military will also launch new assistance operations on Yonaguni Island
[00:13:21] . According to an article in the US military and political magazine "The National Interest," this month on the 19th, the US and Japan will conduct the biennial
[00:13:25] "Yama Sakura" joint exercise .
[00:13:43] Because Yonaguni Island is only about 109 kilometers from Taiwan , the range of anti-ship missiles
[00:13:46] can cover the northeastern side of Taiwan . Of course, the biggest goal
[00:14:59] Investors gradually digested the news about OpenAI's annualized revenue. 0.6% 0.64%,
[00:15:14] the Dow Jones Industrial Average rose
[00:15:15] 0.83%.4%
[00:15:21] . US stocks are approaching historical highs, while the semiconductor industry continues to fall. AI funds
[00:15:25] are shifting to optical communications. Last Friday afternoon, US stocks rebounded. The Nasdaq rose
[00:15:29] 0.6%
[00:15:31] , only 0.1% away from its historical high. However, the semiconductor industry fell by 0.4%,
[00:15:35] a 4.3% drop in one week . To define it in one sentence, the index's bull market
[00:15:39] has not yet faded, but funds are shifting from chips that have risen sharply to cloud computing
[00:15:43] and optical communication sectors. The first thing to discuss is interest rates and oil prices
[00:15:47] . Trump said he would not
[00:15:54] closed above US$104 . The yield on 10-year US Treasury bonds was around
[00:15:58] 5.2%, and inflationary pressure still exists. Over the weekend, Trump claimed
[00:16:01] that a ceasefire agreement had been reached, but Ukraine stated that no agreement had been reached
[00:16:05] , and the attacks had not stopped. AI group confirmed orders,
[00:16:29] OpenAI's report of approximately 50 billion yuan once attracted investment reports, but the latest news indicates that 50 billion is the annualized revenue at the end of September
[00:16:37] . AI is expected to reach 2029, and next year it can only meet 30% of the demand. Therefore, the stock market is strong, not just a topic, but a high-speed transmission of data center expansion
[00:17:06] . SpaceX
[00:17:37] is more inclined to pull back and focus on high-profit cloud AI leaders and high-speed networks, rather than blindly chasing short-selling.
[00:17:44] CPI TSMC's investor conference ended in frustration. The market needs a more solid report card
[00:17:47] .
[00:26:02] two months, 60 days of total ceasefire,
[00:26:06] 60 days and we will organize elections. In addition, recently, Chuan strongly urged for a new president. He said that if there is enough security, he would be happy to hold presidential elections and would definitely respect the people. In fact, Chuan had promoted a two-state solution in 2009, but it did not go through. Now, everyone generally believes that it is related to election pressure.
[00:28:02] "the Nepali army has already reported evacuation efforts on their
[00:28:05] ex-account, including aerial mission to save six
[00:28:09] people. In August, when the flood was severe,
[00:28:14] at least 1457 people were killed, more than 500 were missing, and the situation in 7500 caves further deteriorated
[00:28:27] . Tesla's Elon Musk is said to be building a gigafactory, which will be built by his own team
[00:28:27] , but there is a demand for talent, even
[00:28:32] .