Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking. Treat it as a searchable index of what was broadcast, not a quotation record.
00:00:35However, 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
00:00:42the 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.
00:01:25However, because Taiwan's stock market basically has a very strong buy-the-dip
00:01:30sentiment, the market's outlook for the future is still relatively
00:01:38ASE Technology Holding bucked the trend and rose, while Hon Hai Precision Industry (Foxconn) and Quanta Computer, which were involved in the US 337 investigation,
00:01:42fell by more than one . Delta Electronics experienced even heavier selling pressure,
00:01:45once dropping by more than half a limit . TSMC, whose investor conference is approaching,
00:01:49also encountered turbulence, with its stock price testing the ten-day moving average and falling to
00:01:53a low of 2,510 yuan . We estimate that TSMC's performance in the third quarter
00:01:57is 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.
00:03:10Next, 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.
00:03:30will 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
00:03:37giant Amkor Technology are also planning to start production at their Arizona plant in early
00:03:412028
00:03:58bandwidth memory
00:05:45The demand for AI not only drives GPUs, but also enhances
00:05:47the importance of CPUs. From Qualcomm to
00:05:49AMD, processor growth
00:05:55CPUs 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
00:06:39are also gradually seeing a situation where supply cannot meet demand in the AI field, and this phenomenon has also emerged
00:07:02. AI
00:07:02demand continues to expand, driving changes in computing power and chip demand. As AI moves from training to inference,
00:07:09the importance of CPUs and market demand are also further
00:07:14increasing. In addition, the increased cost of advanced processes relied upon by high-end CPUs has all become key
00:07:18factors supporting product price increases
00:07:32The usage of CPUs is very large
00:07:43In addition to the processing, the market expects that the overall potential market size of server CPUs will grow to
00:07:46US$209 billion by 2030
00:07:50, with an annual compound growth rate as high as 32%. Analysts point out that
00:07:54in 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,
00:08:01these substrate manufacturers all have the opportunity to usher in a new wave of growth momentum. Reporter Hong Jing,
00:08:05Lin Qiujiang, reported from Taipei . The U.S. International Trade Commission
00:08:09initiated a Section 337 investigation . AIAI
00:08:33With 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
00:08:42alleging 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,
00:09:12Taiwanese companies will have to invest a lot of resources in a very short time
00:09:31formed a professional team to clarify relevant patents and product scope
00:09:35. Quanta emphasized that the case has entered the investigation process, but
00:09:39currently, its products and operations have not been affected . Delta
00:09:46responded 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
00:09:49chain, experts remind that patent布局 and legal risks must be taken more
00:09:53cautiously. With the US having such economic and trade exchanges
00:09:57, it is still important to pay attention to the relevant
00:10:01patent arrangements and related rules and regulations
00:10:05. This requires considerable caution, because
00:10:09in 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
00:10:29licensing fees, reducing the risk of products being banned from import
00:10:32. Reporter Qiao Dalong, Taipei interview report. After the National Day
00:10:36Lai Qingde's speech, China announced that starting today, for five consecutive days, it will conduct military exercises
00:10:40in five sea areas, including the East China Sea and the Yellow Sea . Moreover, China's Ministry of National Defense
00:10:44stated that the PLA's military exercises are aimed at deterring Taiwan independence
00:11:17Once again, it mentioned promoting peace, but previously, the National Day speech by President Lai seemed to
00:12:05However, 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
00:12:09threats, which was impressive . The director of the Indo-Pacific Program at the German Marshall Fund
00:12:13in 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
00:12:21the words of "the minister of the mountains" could be felt .
00:12:55It 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 .
00:13:43Because Yonaguni Island is only about 109 kilometers from Taiwan , the range of anti-ship missiles
00:13:46can cover the northeastern side of Taiwan . Of course, the biggest goal
00:14:59Investors gradually digested the news about OpenAI's annualized revenue. 0.6% 0.64%,
00:15:14the Dow Jones Industrial Average rose
00:15:150.83%.4%
00:15:21. US stocks are approaching historical highs, while the semiconductor industry continues to fall. AI funds
00:15:25are shifting to optical communications. Last Friday afternoon, US stocks rebounded. The Nasdaq rose
00:15:290.6%
00:15:31, only 0.1% away from its historical high. However, the semiconductor industry fell by 0.4%,
00:15:35a 4.3% drop in one week . To define it in one sentence, the index's bull market
00:15:39has not yet faded, but funds are shifting from chips that have risen sharply to cloud computing
00:15:43and optical communication sectors. The first thing to discuss is interest rates and oil prices
00:15:47. Trump said he would not
00:15:54closed above US$104 . The yield on 10-year US Treasury bonds was around
00:15:585.2%, and inflationary pressure still exists. Over the weekend, Trump claimed
00:16:01that 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,
00:16:29OpenAI'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
00:17:37is more inclined to pull back and focus on high-profit cloud AI leaders and high-speed networks, rather than blindly chasing short-selling.
00:17:44CPI TSMC's investor conference ended in frustration. The market needs a more solid report card
00:17:47.
00:26:02two months, 60 days of total ceasefire,
00:26:0660 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
00:28:05ex-account, including aerial mission to save six
00:28:09people. In August, when the flood was severe,
00:28:14at 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.