Delta Electronics market cap dips below NT$4 trillion

2026-10-29

Taiwan’s third most-valuable company, Delta Electronics, had a rough day on the market on Thursday. The company posted solid third-quarter revenue, at NT$197 billion, an increase of 30% from the same period last year. But amid accumulated inventory and inventory write-downs the gross margin slid to 34.08% and profit after tax dropped more than 6% from the previous quarter. The disappointing figures triggered a sell-off that sent shares plunging by as much as 7% during the trading session, and Delta’s market cap sank below NT$4 trillion. Losses narrowed towards the end of the trading session, but ultimately closed down 4.52% at NT$1,480.

Delta’s addressed concerns, stressing that inventory write-downs were purely accounting adjustments and could be reversed as the goods are shipped. Revenue from AI data center-related businesses, including power supplies and liquid cooling systems, now accounts for nearly half of the company’s total revenue. The company also projects global data center capital expenditure to reach between US$1.2 and 1.5 trillion in 2027. With major capacity expansions worldwide and investments in next-gen power solutions and fuel cells, Delta is looking to protect profitability and build momentum for its next phase of growth amid the AI boom.

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#deltaelectronics #shares #marketcap #taiex #stockmarket

台達電Q3毛利下滑法說會定調 AI大趨勢不變.赴檳城擴廠

2026-10-29

權值三哥台達電公布第三季財報，繳出1，970億元、年增逾三成的亮眼成績，但受到累積庫存與存貨跌價影響，毛利率下滑至34.08%，稅後淨利季減逾6%，引發市場失望賣壓，29號股價一度重挫逾7%、失守4兆元市值大關，收盤跌幅收斂，下跌4.52%，收在1480元。

下午法說會上，經營團隊親上火線，為投資人全面釋疑，表示存貨跌價損失，純屬會計認列，後續出貨就能回沖，目前包括電源、液冷散熱等AI資料中心相關營收，已占公司整體近五成，預估2027年全球資料中心資本支出，更將達到1.2兆至1.5兆美元。台達電透過全球大舉擴產、布局新世代電源與燃料電池，力求在AI浪潮中，穩住獲利、儲備下一波成長動能。

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Tech company launches 1.2kg, water-resistant AI laptop

As computers continue to get upgrades, a major tech company launched a high-spec business laptop that is water resistant and ultra-lightweight at just 1.2 kilograms. But with the rising costs of advanced chip manufacturing, cooling modules, and other hardware components, the laptop costs a whopping NT$40,000. Tech experts say prices will stay high next year.

Oh no, a traveler spilled water on their laptop! That can be disastrous for people trying to stay connected and productive. Thankfully, this new hardware is water-resistant.

This laptop is only 1 centimeter thick and weighs just 1.2 kilograms, but it can withstand pressure of up to 50 kilograms. It was designed specifically for business travelers.

Tasha Chuang
Intel Taiwan general manager
It combines cloud computing and AI, allowing users to switch seamlessly between cloud-based and on-device functions for business use.

This new business laptop is equipped with Intel’s latest 18A process node, with AI features that can summarize meetings and locate files with a single click. But this new, upgraded laptop comes with a hefty price tag.

Jose Liao
Laptop brand general manager
The rising costs of hardware drove up prices in the first half of this year, but overall demand still grew by nearly 20%. There will probably be some more modest price increases of around 10 percent next year. But demand outweighs the impact of these price increases, so I think demand should still be pretty strong next year.

As chips become more advanced, research, development, and manufacturing costs remain high. Meanwhile, AI data centers are taking up large amounts of memory, CPU, and GPU supplies. This leaves fewer components available for consumer electronics and lower-end products, putting the laptop market under pressure from both rising prices and supply shortages.

Mr. Yi (OneGeek)
Tech Expert
For consumer laptops, prices are expected to rise by around 10 to 20% next year, which is quite steep compared with previous years. Next year will be a period of consolidation for AI development, so demand for AI-related components such as DRAM will not be as extreme as it has been this year.

Prices of premium and AI-powered laptops are expected to remain high next year, putting consumers’ budgets to the test.

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#laptop #AI #waterresistant #business #ASUS #Intel #new #tech #expensive #inflation

2026-10-29

Taiwanese entrepreneurs set down roots in Central Europe

Taiwan’s relations in Central Europe have grown closer in recent years, encouraging some Taiwanese to try their hand at building businesses there. One daring entrepreneur opened Warsaw’s first Taiwanese restaurant, while another founded a tourism agency in Czechia, aiming to provide a safety net and employment opportunities for Taiwanese living abroad.

Walking through the streets of Prague’s Old Town Square, the classic architecture unfolds everywhere you look. Up ahead, the famous Astronomical Clock puts on its hourly show. But if you want to know more about its history, you’ll need a guide.

- It shows which constellation the moon and the stars are in. So it’s actually an astrolabe.

Charlene Chen has accumulated a deep knowledge of the city’s history over her 10 years of living in Prague. In 2022, she founded a travel agency with her friend, Naomi Kan, with the goal of supporting her fellow Taiwanese expats.

Charlene Chen
Czech Fruit Travel Agency cofounder
At the time, right after the pandemic, we felt like we wanted to create a kind of hub for students and Taiwanese people to gather. Maybe they’re freelancers or teachers working at language schools.

Naomi Kan
Czech Fruit Travel Agency cofounder
We thought about creating more job opportunities for Taiwanese people, allowing more chances to come to Europe, especially this magical country of Czechia. We can offer a sense of familiarity.

The cofounders provide locally based expats with part-time work as tour guides to boost their income while sharing the beauty of their adoptive home. They mostly offer in-depth tours for individual travelers coming on newly launched direct flight routes. Elderly travelers especially enjoy their personalized storytelling approach.

Naomi Kan
Czech Fruit Travel Agency cofounder
Older folks often worry about not understanding English while they’re traveling. But if their children find a guide who speaks Chinese and is also Taiwanese, it makes them so much happier.

Charlene Chen
Czech Fruit Travel Agency cofounder
Before, all the Chinese-language guides here were from China. Why did it have to only be them? Why not have Taiwanese guides? And why only have guides for big tour groups, not for individual travelers?

Over in Poland, there’s another Taiwanese entrepreneur seeking to set down roots, one bite at a time.

Freshly baked bread sits on display, just like at a traditional Taiwanese bakery. This is Warsaw’s first Taiwanese restaurant. The owner invited a baker from Taiwan all the way to Poland to recreate the most authentic flavors.

Rock
Baker at Papa Lee’s
Taiwanese-style butter and cream actually suit the Polish taste quite closely. For the scallion bread, we use black pepper to bring out the flavor.

Lee Chang-tse
Papa Lee’s owner
Many of my friends said there are a lot of Taiwanese and Chinese people in Warsaw, and urged us to come here.

Utilizing his family connections in Poland, Lee has successfully turned the upstart venture into a thriving family business. Today, they enjoy a stellar reputation. Foreign Minister Lin Chia-lung came to visit while in town, and even the deputy mayor from a nearby city was blown away by the bubble tea.

Adam Pustelnik
Łódź Deputy Mayor
It’s really good! It’s sweet. I love it.

Lee Chang-tse
Papa Lee’s owner
In my opinion, the Polish are some of the friendliest people in Europe. Although politically they may seem to be xenophobic, the people are extremely accepting of foreigners.

Whether working to support their fellow expats or winning over palate with the flavors of home, these hardworking entrepreneurs are showing Europe the best that Taiwan has to offer.

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#expat #entrepreneur #Poland #Prague #globalTaiwan #Taiwaneseabroad

2026-10-29

Taoyuan and Narita celebrate 10 years of friendship with art

Taoyuan and Japan’s Narita City celebrated the 10 anniversary of their alliance with a children’s art exhibition from both cities. On Wednesday, the program kicked off with an awards ceremony and a subsequent exhibition showcasing the winning artwork and calligraphy with special themes showing the charm of Taoyuan and Narita. Taoyuan Mayor Chang San-cheng personally handed out the awards and Narita Mayor Koizumi Kazunari recorded a short video message. The event highlighted the decade-long friendship and exchanges between both cities.

Taoyuan Elementary School’s student music band delivered an engaging performance at the opening of Taoyuan and Narita’s 10th friendship anniversary. On Wednesday, the memorial exhibition kicked off with a ceremony where Taoyuan Mayor Chang San-cheng personally handed out awards for the winning children’s artworks. Narita’s Mayor Koizumi Kazunari also recorded a video message for the celebration.

Koizumi Kazunari
Narita Mayor
Painting and calligraphy transcend the barriers of language and distance, and have the power to connect people’s hearts. I hope that this exchange can deepen Taoyuan and Narita’s friendship.

Despite the distance between both cities, art and calligraphy seemed to bring them closer. The children’s artwork depicted their imagination of the rich scenery of the cities and even the airport made an appearance. Visitors could see the charm of Narita and the years of friendship between the cities.

Chang San-cheng
Taoyuan Mayor
Over the last 10 years our exchanges have been very frequent, this summer we had a baseball team, a children’s baseball team that went to Narita for a competition. A while ago, we also had a design exhibition in Taiwan where people from Narita also came to visit.

This event will be an unforgettable experience for the children, Narita Mayor Koizumi hopes that the children can visit the city in person and experience the city’s landscape.

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#narita #taoyuan #taiwanjapan #alliance #childrensart

2026-10-29

Santa Claus ornament crushed by truck in three-vehicle bus crash

Santa Claus became a key casualty of a traffic accident involving three vehicles in Changhua’s Puxin Township. Of course, it wasn’t the real Santa, but a Christmas decoration that happened to be in the wrong place at the wrong time. The crash happened after bus driver started feeling dizzy behind the wheel and rammed the vehicle into a truck that was parked on the side of the road. The truck then hit another car before wreaking havoc in an area with personal items from residents. Fortunately, nobody was seriously injured.

A bus rams itself head-on against a truck parked at the side of the road, which is pushed forward to crash against another car before barging towards a residential building. The chaos and destruction even included a Santa decoration that ended up as a casualty of the crash, trapped under the truck.

Voice Ms. Tu
Witnessed crash
Maybe the truck wasn’t parked fully. The driver wasn’t on the truck, he had gone across the street for a delivery. Then the bus came crashing into it. I freaked out when I saw the Santa under the truck, I thought it was a real person.

The crash happened on Wednesday afternoon. The driver of the bus was Mr. Wei, in his 60s. He was driving along Yuanlu Road in Puxin when he started feeling dizzy. A miscalculated turn caused him to lose control of the vehicle.

Voice of Hsieh Shih-chieh
Yuanlin Bus
The driver was feeling unwell. So as he drove by, he accidentally crashed into a vehicle parked on the side of the road.

Wang Chih-min
Police officer
The driver of the bus and a passenger sustained scratches. The driver tested negative for alcohol, so we’re ruling out a DUI.

The driver banged his head against the windshield of the bus and sustained minor injuries. Fortunately, it was nothing severe. For the passengers, it was also mostly just a scare, though one was sent to hospital for a check-up. Sadly the Santa Claus ornament will not make it to this year’s Christmas.

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#bus #crash #santa #christmas #yuanlin

2026-10-29

Outrage after KMT’s Ko Chih-en gives incumbent punny 87% score

2026-10-29

Foodies rush to score seats for lavish 9-course Lukang banquet

2026-10-29

Jason Mraz back in Taipei for concert on Nov. 2

American singer-songwriter Jason Mraz is finally returning to Taiwan after seven long years away! Along with timeless classics like I’m Yours and Lucky, fans can also look forward to a few new songs. In a pre-concert interview, he even gave a classic Taiwanese greeting tsiah-pa-bue. Asked whether any Taiwanese artists would join him on stage, he refused to answer, calling it "a top secret."

With its catchy melody and exceptional vocals, I’m Yours by Jason Mraz is a widely beloved song. After selling millions of records around the world, the American singer-songwriter is finally returning to Taiwan on Nov. 2 after seven years away.

With the concert just around the corner, the artist reached out to his Taiwanese fans in a special interview. Opening with a greeting in Taigi instantly collapsed the distance between them.

Jason Mraz
American singer-songwriter
“Have you eaten?” It’s Jason Mraz, and I’m coming back to Taipei to breathe life into the songs we know and love. And I look forward to seeing you there. “Thank you!”

Beyond this special greeting, he also reminisced about his past performances in Taiwan, recalling moments like when he invited a fan onstage for an impromptu jam session. This time, he hopes to reunite with old friends and keep connecting people through his music.

Jason Mraz
American singer-songwriter
Cuz he’s amazing. So now he’s shaking and singing, and he’s Stan. And I’m a Stan stan. Big fan. We hope to see him again!

Teasing what’s in store for his Asia tour, the singer said that along with new songs, he’s prepared a set of his classics to guide fans down memory lane. Asked whether he’s planning a surprise appearance by a Taiwanese singer, he kept his lips sealed.

Jason Mraz
American singer-songwriter
That is top secret.

After seven years away, fans in Taiwan are excited to see what other surprises the singer has in store on Nov. 2.

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#JasonMraz #concerts #Taipei #ImYours #livemusic

2026-10-29

University team develops AI suit that recognizes movement

A research team at National Chung Hsing University’s Department of Material Science and Engineering developed an AI suit that can sense movement through static electricity. The suit doesn’t need any batteries, and it can be used to play games without a keyboard or mouse. It could also help athletes train, and may have applications for remote medicine in the future.

This may look like a normal track suit, but it’s equipped with movement sensors. When the wearer moves their arm or leg, the character in the game echoes the motion.

With this suit, people can play a soccer video game without a keyboard or mouse. This is an AI sensing suit developed by National Chung Hsing University’s Department of Material Science and Engineering.

Lai Ying-chih
Professor
There’s static electricity when we put on or take off clothes, which can be annoying and maybe useless. We thought that instead of using a joystick to play games as we’ve always done, we could try using the body’s static electricity as a way to detect body movements.

Developed from normal clothing, the suit uses the static electricity generated by the friction between clothing and the wearer’s body to sense movement. It doesn’t even need batteries.

Peng Wei-chen
Student
It could be used for soccer and pitching training. It can precisely recognize the movements of pitching or kicking a ball to help athletes train. By simply wearing the suit, athletes can adjust and improve their movements.

Lai Ying-chih
Professor
There are applications in remote healthcare, like taking a patient’s pulse remotely. During the COVID-19 pandemic, people had to be isolated, so we’re also working on a virtual hug that provides physical feedback.

The team has been developing the technology for over a year. It’s great for gaming and training, and in the future may even be useful for remote medicine.

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#AI #technology #videogame #game #athlete #training #soccer #university #research

2026-10-29

Delta Electronics market cap dips below NT$4 trillion