
AI-generated summary
Global Semiconductor is an important wafer foundry manufacturer in Taiwan. Recently, it has benefited from the rise in global wafer prices and the growing demand for AI and high-performance computing, and its stock price has performed strongly. The company continues to expand production and pointed out that existing production capacity is close to full capacity and the supply of some advanced specifications is tightening.
Global Crystal has benefited from the price increase theme, and its stock price has been strengthening in recent days (file photo)
[Reporter Lin Yiru/Reported from Taipei] Silicon wafer giant Global Crystal (6488) benefited from rising prices. The subject continued to ferment. After yesterday’s strong closing of the price limit, the stock price continued to strengthen today (1st). In early trading It soared 9.6% and hit 1,135 yuan, a new high price in more than 2 months. As of 10:46 a.m., the increase was still 5.3%, temporarily trading at 1,090 yuan, with a trading volume of about 17,000 contracts.
Judging from the trends of the three major legal persons, foreign investors reverse-sold and bought over 3,776 lots yesterday, terminating the overselling trend for three consecutive trading days. The dealers also bought over 90 lots yesterday, while investors sold 112 lots, which was three consecutive sales. The three major legal persons collectively bought over 3,754 lots yesterday.
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Global Wafer said that as the demand for AI, high-performance computing (HPC), advanced packaging, etc. continues to grow, in addition to expanding production capacity, the existing 6-inch, 8-inch and 12-inch production capacities are currently close to full capacity, and the supply of some advanced and special specifications wafers has also been significantly tightened. Global Crystal also emphasized that more and more customers are negotiating to sign long-term contracts, and the application scope has further extended from memory to logic and special wafers.
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AI outlook — possibilities, not facts
Global Crystal’s share price still has room to rise in the short term
Possible · Within weeks

Two power outages affected Hong Kong's Ho Man Tin area, with the first lasting over four hours overnight into Thursday and disrupting hotel operations and about 1,000 households. CLP Power reported equipment failure near Waterloo Road in Kowloon at 11:18pm Wednesday, impacting 1,000 customers. Power was restored by 3:47am Thursday after emergency repairs and mobile generators, but a second instability occurred Thursday morning due to heavy load, affecting 650 customers before full restoration by 8am.

The U.S. Court of International Trade on Wednesday reviewed the Section 301 tariffs imposed by U.S. President Trump on 60 trading partners on the grounds of forced labor. The plaintiffs claimed that the tariffs exceeded the presidential authority and did not meet the requirements of legal investigation. The government argued that the tax could be levied without proving the impact of forced labor with metaphysical certainty. A written ruling is expected in the next few weeks.

Mega Investment Trust announced the launch of Taiwan's first gold mining ETF "Mega U.S. Gold Mining ETF (009832)", which will be raised from October 6 to 12, with an issuance price of NT$10 per unit. This ETF tracks the NYSE TIP U.S. Gold Mining Index and selects leading U.S. gold and silver industry leaders. As of the end of August 2026, it has 55 constituent stocks, including 45 gold-related stocks, and the weight limit of a single component stock is 20%. Mega Investment Bank pointed out that the demand for global central banks to increase gold allocation is heating up, and 84% of the central banks surveyed expect that the ratio of gold to total reserves will increase moderately or significantly in the next five years. In addition to reflecting the trend of gold prices, gold mining stocks are also affected by the operations and profits of miners, and have operating leverage characteristics. Since the establishment of the tracking index on March 20, 2015, the NYSE TIP index has accumulated interest-included returns of 553.9%, with an annualized rate of 17.8%, which is higher than the annualized rate of gold prices of 12.2% during the same period. ETF is positioned as a "golden industry satellite position" in asset allocation, providing options for investors who already hold Taiwan stocks or technology stocks and want to increase their allocation to different industries.

Currently, there are only two airlines in Penghu, UNI Air and Mandarin Airlines, and the difficulty of obtaining air tickets extends into the off-season. The third airline established by Lan Junsheng, chairman of affiliated companies such as Huiyang Airlines and Best Doli Hotel, was formerly known as Huixiang Airlines Preparatory Office and is now officially named "Judao Airlines". It has been submitted to the Civil Aviation Administration of the Ministry of Transport for review of the five stages of airworthiness verification. An official website and community page are being planned to optimize seat supply and provide safer and more comfortable transportation services.

The Hsinchu County Taxation Bureau pointed out that after the land is auctioned by the court, if it meets the conditions for self-use residential land (such as no rental, no business use and the land owner, spouse or immediate family member has registered on the day of the auction), you can still apply for a land value-added tax at a rate of 10%. However, the application must be made within 30 days from the day after receiving the guidance letter from the tax authority. Otherwise, it will not be applicable.

In the first three quarters of 2026, the cumulative cargo volume through the Three Gorges Hub reached 120 million tons. Although affected by factors such as locks and ship lifts being suspended for maintenance and bad weather, the navigation management department ensures navigation safety through hidden danger inspections, meteorological linkage, safety inspections and other measures. On September 29, the Three Gorges ship lift completed maintenance and resumed navigation, operating jointly with the ship lock. Since the Three Gorges Project exceeded 100 million tons for the first time in 2011, the annual throughput has been running at a high level for 15 consecutive years, providing support for the development of the Yangtze River Economic Belt.