
台達電被捲入美國國際貿易委員會針對AI伺服器供電技術的337調查,股價盤中重挫4.07%至1885元。公司表示將依程序積極因應維護權益,相關產品目前未受影響。調查對象還包括鴻海、廣達及中國立訊精密等20家企業。
AI-generated summary
美國國際貿易委員會於10月9日啟動對AI伺服器供電技術的337調查,對象包括台達電、鴻海、廣達及中國立訊精密等20家企業。此前Vicor於9月9日提出申訴,主張相關產品涉嫌侵害其專利權。
台達電表示,公司向來重視智慧財產權及各地法律,關於美國國際貿易委員會就特定專利爭議展開的調查,將依相關程序積極因應維護公司權益。(資料照)
〔記者方韋傑/台北報導〕電源供應器大廠台達電(2308)國慶連假期間驚爆陷入美國337調查,儘管管理層今日盤後將發布9月營收,可望推升單季營收創歷史新高,但市場期待情緒已顯著收斂,今日股價在賣單洶湧而出下,台達電截至上午10時暫報1885元,跌幅4.07%,成交量4791張。
美國電源技術業者Vicor Corporation於9月9日向美國國際貿易委員會(USITC)提出申訴,主張相關企業輸入美國銷售的垂直供電系統、零組件及搭載該技術的運算設備,涉嫌侵害其專利權,要求USITC依據「1930年關稅法」第337條規定,發布有限排除令及停止侵權命令。
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USITC在10月9日公布針對AI伺服器供電技術等啟動調查,對象包括台廠鴻海(2317)、台達電、廣達(2382)以及中國立訊精密、工業富聯等20家企業及法人。對此,台達電表示,公司向來重視智慧財產權及各地法律,關於美國國際貿易委員會就特定專利爭議展開的調查,將依相關程序積極因應維護公司權益。由於案件已進入法律程序,目前不便進一步評論。相關產品目前未受影響。
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AI outlook — possibilities, not facts
台達電將在未來數週內提交正式應訴文件以應對USITC調查
Likely · Within weeks
若調查進入實質審理階段,台達電股價可能進一步波動
Possible · Within months

Taiwan stocks opened on Monday, dragged down by the drop in TSMC's ADR, and the index once plummeted by more than 500 points. However, Largan, financial and shipping stocks bucked the trend and rebounded, driving the index to jump by more than 500 points, recovering most of the lost ground. Most of the major U.S. stock indexes rose, with half of the index falling.

Genting's stock fell as much as 17% to 1.56 ringgit, its biggest decline since 1998, after announcing a rights issue at a 25-30% discount to raise funds for debt repayment and working capital amid rising borrowings and quarterly losses.

Largan's stock price rose strongly today, hitting the upper limit of 7,325 yuan during the session, with a trading volume of more than 5,300 contracts. Previously, the company said in a press conference that FA products have passed customer certification and are expected to be mass-produced next year. Foreign capital has been oversold recently, but investors are still paying attention to subsequent production capacity construction and changes in mobile phone demand.

The download volume and active user growth of Meta's AI assistant Muse have slowed down significantly. In response, Creative's stock price plunged more than 6% in early trading, once falling below the 8,000 yuan mark. The decline converged to 4.61% as of 11:13. Although revenue reached a new high in September, benefiting from ASIC orders from the three major cloud vendors Google, Microsoft, and Facebook and support from TSMC’s production capacity, the market’s demand for Agentic AI driven by Muse has cooled down, and Creative’s stock price has come under pressure.

UBS believes that the worst moment of gold's adjustment driven by the Federal Reserve's hawkish expectations may have passed. As the U.S. labor market shows signs of cooling, gold buying opportunities are gradually emerging. Gold prices are seeking support around $4,140 to $4,200. History shows that gold prices often rebound after U.S. bond yields fall.

Malaysian government officials are in talks to potentially back AirAsia's fundraising efforts as the airline faces financial pressure from rising jet fuel prices, with conditions under discussion, according to sources familiar with the matter.