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FSC Inspects 4 Firms in Kaohsiung Zone, Pledges Continued Deregulation to Align with International Standards

Ahead of the first anniversary of the Kaohsiung Asset Management Zone, FSC Chairman Peng Chin-lung inspected four participating financial institutions. The commission reported significant achievements in banking, insurance, and investment trust sectors, with total assets reaching the scale of hundreds of billions of NT dollars. The FSC affirmed its commitment to continued deregulation to integrate Taiwan into the global market as an Asian asset management hub.

Driven by AI Boom, South Korean Tech Giants' Average Monthly Salary to Reach NT$200,000

J-Pact: Targeting Monthly Revenue Over NT$50 Million, with In-House Products Reaching 30% Share

Semiconductor equipment service provider J-Pact announced strong Q1 results and April revenue at an investors' conference. Boosted by increased installations for testing equipment companies and continued shipments for a major foundry, April revenue surged to NT$83.82 million. The company aims to maintain stable monthly revenue between NT$50-60 million and increase the proportion of its in-house products to 30% for the full year.

Japanese Stocks Close Lower as Oil Prices and Bond Yields Rise

Japanese stocks closed lower today as rising oil prices and climbing government bond yields sparked concerns about the economic outlook. A disappointing share buyback plan from Mizuho Financial Group also weighed on the broader market.

Soaring Oil Prices from Middle East Conflict Threaten Indian Economy as Rupee Plummets to New Low

中東衝突推升油價，導致印度盧比兌美元匯價跌破96，創下歷史新低，對印度經濟構成嚴重威脅。

New Taiwan Dollar Surges 1.12 Jiao at Midday, Temporarily Closing at 31.484 Yuan

The New Taiwan Dollar strengthened by 1.12 jiao against the US Dollar at midday, temporarily closing at 31.484 yuan. This is a significant financial development, indicating currency market volatility.

Geopolitical Negotiations Add Variables; Analysts: Taiwan Stocks to Oscillate at Highs, Watch Inflation Risks

The US Dow Jones index rose over 1.7%, while Taiwan stocks hit a new high before pulling back, with major institutions selling. PCB firm Zhen Ding-KY's subsidiary plans an IPO in Hong Kong, UMC will raise wafer prices, and a Wistron subsidiary acquired a US factory.

Bicycle Giants Giant and Merida Report Month-Over-Month Growth, Year-Over-Year Decline in March Revenue

Bicycle giants Giant and Merida released their March revenue figures, both showing month-over-month growth but year-over-year decline. Giant benefited from a recovery in the European market, but the US market was affected by a WRO, and China remained weak.

Hoson Attacked by Ransomware; Impact Assessment Underway

Hoson announced that its information systems detected an anomaly, confirmed as a ransomware attack. The company has activated its cybersecurity response mechanism and is currently undertaking rescue and data recovery operations. The potential losses and impacts are still under assessment. Hoson will continue to strengthen its cybersecurity monitoring and defense measures.

Ho Tai Motor's First Quarter Revenue Hits Second Highest in History; Auto Market Expected to Grow This Year

Ho Tai Motor forecasts Taiwan's auto market to grow to 440,000 units this year, boosted by commodity tax reductions for passenger cars under 2000cc. Its TOYOTA and LEXUS brands captured a combined 33.1% market share in March, with TOYOTA leading. The company has set an annual sales target of 165,000 units.

Lin Min-hsiung: Quanlian's Plastic Bags Will Not Be Limited or Increased in Price; Otherwise, It Would Cause Panic

Quanlian Chairman Lin Min-hsiung stated that to avoid causing panic, Quanlian will not limit plastic bag purchases or increase their prices. Facing inflationary pressures from rising oil prices, Quanlian will do its best to suppress prices, emphasizing that it will only raise them when absolutely necessary, being the last in the industry to do so.

Sheng Hui, Peng Yi Achieve Record-High March Revenues; Rui Ze Sets Q1 Record High

Sheng Hui and Peng Yi saw record-high revenues in March, driven by strong global AI infrastructure investments fueling demand for high-tech factory and data center expansions. Rui Ze also achieved a record high for Q1 revenue, primarily due to strong orders for its gas main systems. All three companies maintain a cautiously optimistic outlook for Q2.

Synnex First Quarter Revenue 126.2 Billion NT$, Up 38% YoY, Sets New Single-Quarter High

Driven by the expansion of AI applications, Synnex's first-quarter revenue reached NT$126.2 billion, a 38% year-on-year increase, setting a new historical high. Commercial value-added services, cloud software services, and the semiconductor business all saw significant growth, demonstrating the strong impact of AI trends on its performance.

TSMC's Operations Booming: March and Q1 Revenue Reach Record Highs

TSMC (Taiwan Semiconductor Manufacturing Company) achieved record-high revenue in March and the first quarter, driven by strong demand for advanced process technologies, especially for AI accelerators. The company anticipates robust growth in 2026.

US-Iran Ceasefire Adds Variables, Taiwan Stocks Fluctuate Near Opening

Taiwan stocks fluctuated near the opening as the US-Iran ceasefire news introduced variables, with analysts noting AI demand as a long-term moat for Taiwan's market, though geopolitical risks require vigilance.

US and Iran Agree to Temporary Ceasefire; International Oil Prices Plunge

Following the agreement for a temporary ceasefire between the US and Iran, international oil prices have fallen sharply. Both West Texas Intermediate and Brent crude oil futures experienced drops exceeding 10%.

Guanxing-KY Vietnam Plant Efficiency Emerges; March Revenue Surpasses 800 Million NTD

Guanxing-KY's Vietnam plant is showing significant efficiency gains, leading to March revenue exceeding 800 million NTD. After a period of lower profits, the company is on a recovery path with improved earnings expected this year.

M.O.C.'s March Revenue Growth Exceeds 13% to New High; F.J. Sees 18% Year-on-Year Increase

M.O.C. reported its first quarter consolidated revenue at NT$947 million, an 18.2% year-on-year increase and a new high for the period, driven by domestic and international defense/military projects and edge AI applications. F.J.'s first quarter revenue was NT$1.51 billion, up 39% quarter-on-quarter and 11% year-on-year, boosted by strong performance in Europe, the US, and Asia-Pacific markets.

Drastic Oil Price Fluctuations: Formosa Plastics Reports Approx. 1.5 Billion NTD in Unrealized Losses from Hedging

Formosa Plastics has incurred approximately 1.5 billion NTD in unrealized losses from hedging energy commodity products due to sharp increases in crude oil and refined oil prices caused by the US-Iran conflict. The company stated that these transactions are for risk hedging and do not significantly impact operations.

Global Stock Markets Surge as US-Iran Ceasefire Spurs Gains

Bolstered by news of a two-week US-Iran ceasefire, global stock markets rallied significantly. The Seoul stock market closed up nearly 7%, Tokyo stocks rose over 5%, the Dubai market in the Middle East soared over 8%, and major European markets also saw strong gains.

Ku Chung-liang Acquires Over 5% Stake in TCC; TCC: Open Attitude Towards Investors Recognizing Company Strategy

Ku Chung-liang has acquired over 5% of TCC's shares, funded by personal capital and loans. TCC stated it maintains an open attitude towards investors who recognize its long-term sustainable development strategy.

Taiwan Stock Market Surges Over 1200 Points in Early Trading; Blue Chips Rebound Strongly, PCB Stocks Soar

Taiwan's stock market experienced a strong rally in early trading today, with the index rising over 1200 points. Key blue-chip stocks like TSMC, Delta Electronics, and Foxconn saw significant gains. The Printed Circuit Board (PCB) sector also surged, with several companies hitting upper limits or marking substantial increases.

Subsidiary 'Le Jia Kang' Draws Attention; Carrefour: Brand Name Not Yet Announced

Carrefour Taiwan will rebrand by mid-2026 after terminating its licensing agreement with French Carrefour. The subsidiary 'Kandatong Life Business Corporation' and its 'Le Jia Kang' branches have sparked speculation about the new brand name, though Carrefour states it's unannounced.

AI Applications Strong, Packaging and Testing Interface Manufacturers' First Quarter Revenue Surges

Driven by strong AI application demand, semiconductor packaging and testing companies like Sigurd, King Yuan Electronics, Ennostar, and Unizon have achieved record quarterly revenues. These firms are expanding production capacity and upgrading technology to capture opportunities in high-growth AI and HPC sectors.

ADATA and TeamGroup Set Historical Revenue Highs in March; Macronix Hits 4-Year High

ADATA and TeamGroup reported record March revenues, with ADATA and TeamGroup hitting historical highs and Macronix reaching a 4-year high. Growth is attributed to increased demand for DRAM, SSDs, and NAND Flash, driven by AI data centers and market demand.

Lianjia Investment Holdings Sets New Revenue High in March, Aided by LED Modules and AI Smart Homes

Lianjia Investment Holdings reported record March revenue, boosted by strong automotive LED module demand and AI smart home solutions. The company sees sustained growth in automotive LEDs and its AI smart home business is becoming a significant revenue driver.

New Taiwan Dollar Rises 0.7 Cents at Midday, Temporarily Closing at 31.965 TWD

The New Taiwan Dollar appreciated by 0.7 cents against the US Dollar at midday, closing temporarily at 31.965 TWD. The opening price was 31.92 TWD, with intraday high and low at 31.915 and 31.995 respectively.