
AI-generated summary
NVIDIA announced at the OCP Global Summit that it will open the Vera Rubin architecture and promote open standards, including partner selection for NVLink PTFE switch board.
Taihong is listed as a supplier of Huida PTFE (polytetrafluoroethylene) materials. (Taken from the official website)
[Reporter Zhuo Yijun/Taipei Report] NVIDIA announced at the Open Computing Project Global Summit (OCP Global Summit) the opening of the Vera Rubin architecture and the promotion of open standards, including the Nvidia NVLink PTFE (polytetrafluoroethylene) switch board (exchanger) announced its PTFE partners, including Taiwanese suppliers Taihong (8039) and Taijun (6269). Encouraged by this good news, Taihong and Taijun’s stock prices opened at the daily limit today.
Taihong's stock price jumped sharply today, and the daily limit light came on within 5 seconds of the opening. As of about 9:16, Taihong locked the daily limit of 303 yuan, with more than 13,000 contracts on the daily limit, and the trading volume exceeded 6,296 contracts.
Please read on...
Flexible copper foil substrate (FCCL) factory Taihong's PTFE material has been included in Huida's supply chain, indicating that PTFE has the opportunity to replace fiberglass cloth or quartz cloth. Taihong can correspond to the PTFE filler copper foil substrate of M9 grade copper foil substrate. It is expected to replace quartz cloth and fiberglass cloth and solve the problem of limited upstream material production capacity. It is currently undergoing customer verification and sample delivery, and is expected to be introduced into mass production in 2027.
Grasp the economic pulse with one hand. Click here to subscribe to Free Finance Youtube Channel
AI outlook — possibilities, not facts
Taihong PTFE material will be introduced into mass production in 2027
Possible · Within years

EU Economic Affairs Commissioner Dumbrowski said that the trade imbalance between the EU and China is not limited to the automobile industry. The agreement reached by the two parties to restrict the import of Chinese gasoline-electric hybrid vehicles is only the first step. He pointed out that the trade deficit with China in 2025 will be approximately 360 billion euros, and the trade balance needs to be re-established. He also emphasized that if there is no progress in negotiations, the EU is prepared to use trade defense tools.

Information from the website of the Prime Minister's Office of Kazakhstan shows that the total volume of transit cargo transported through Kazakhstan in the first three quarters of this year reached 32.6 million tons, a year-on-year increase of 13.1%; railway and road freight volumes increased by 3% and 5.6% respectively, and domestic air passenger volume increased by 4.2%. Deputy Minister of Transport Kari Akparov introduced the progress of transportation infrastructure construction, including the construction of new railway lines, reconstruction of existing lines, the launch of highway projects and the addition of air routes. It is expected that the total output value of the transportation industry in 2026 will reach 13.1 trillion tenge, equivalent to approximately US$29.03 billion, a year-on-year increase of 9.2%.

Laureano, the son of Nicaraguan President Ortega, claimed that exports to China have exceeded US$100 million, but data from the Central Bank of Nicaragua show that the total exports to China from 2021 to 2025 and the first half of 2026 have not exceeded this threshold. The threshold is only US$45.6 million in the first half of 2026, which is far lower than exports to the United States and El Salvador. At the same time, Nicaragua's imports from China continue to grow, reaching US$1.89 billion in 2025, becoming the main source of commodity supply.

U.S. President Trump announced that Taiwan has agreed to purchase 30% of the natural gas in the Alaska LNG pipeline project in the next 20 years and will invest an additional US$4.4 billion to ensure the completion of the plan. However, relevant details have not yet been made public, and Taiwan has not officially confirmed its commitment. The report pointed out that the construction cost of the project is much higher than that of the Gulf Coast facilities, and there are still questions about whether Asian buyers will be willing to pay the premium.

Jinbao (2312)’s revenue in September was 22.183 billion yuan, a monthly increase of 64.9% and an annual increase of 13.4%, setting a record high in a single month. It drove the third quarter revenue to increase by 31% quarterly and 25.2% annually. The management pointed out that it will accelerate the layout of AI and high value-added products, and will start mass production of AI server power supplies in the fourth quarter. The stock price rose by 3.41% along with the broader market.
Fresh snack shops with a shelf life of seven days have appeared in top business districts in cities such as Beijing and Changsha, attracting young people to queue up to buy. Relying on the development of liquid nitrogen fresh-keeping technology and cold chain logistics, short-term food has a market size of 18-25 billion yuan, with an annual growth rate of over 40%. Experts pointed out that this will push my country's food industry into the era of short-term guarantee food.