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Chia-Ming Chen is a house byline for InfoHandle’s Business desk.
Formosa Plastics Group pushed a partial restart at its Mailiao naphtha cracker into late October after engineers found wind-driven salt spray and conduit damage from a recent typhoon pass, keeping ethylene output tight for downstream PVC lines.
Formosa Plastics Group told regulators it will keep Mailiao’s No. 1 cracker offline until storm-damage surveys finish, squeezing ethylene supply for downstream plants in Yunlin.
Washington’s trade commission voted to investigate vertical power systems used in AI servers, listing Foxconn, Quanta, and Delta among 20 respondents as Taipei pledges help for Taiwanese firms.
Procurement officers at defense-adjacent suppliers said President Lai’s Double Ten roadmap for compute, photonics, and aerospace triggered a weekend rush of quote requests—not a signed order book yet.
September customs data show memory chips outpacing broader electronics as AI restocking and price spikes lift Taiwan’s export ledger.
Brokerage notes tied to October price letters show PCB laminates and passive components drawing fresh orders from automotive and consumer electronics lines, even as the broader TAIEX slipped on foreign selling.
Sell-side desks are trimming TSMC upside into the Oct. 15 earnings call as CoWoS lead times, not wafer output, dominate the AI packaging bottleneck narrative on the Taipei exchange.
Workers at Micron Technology’s Taoyuan memory campus secured legal strike authorization Wednesday and said they could launch a surprise walkout if board-level talks fail to deliver a profit-sharing deal.
Earth-moving equipment returned to the Taichung science-park parcel after the contract chipmaker collected its third construction permit for the A14 wafer complex.
Pegatron told suppliers it will lift 2026 server-assembly capital spending to NT$18 billion as AI rack orders outrun existing SMT lines, with most outlays tied to Taoyuan and Kaohsiung plants.
The same cadastre that tracks nine-tenths of market value for sales taxes keeps a second, lower benchmark for the land tax bill—and the gap is policy, not a clerical error.
Taiwanese lenders extended a record NT$4 trillion in loans through July, pushing the system loan-to-deposit ratio toward 2020 highs as the central bank meets state-backed banks on SME liquidity.
Formosa Petrochemical and allied refiners led a 13.08 percent weekly jump in the TWSE oil-and-gas index after traders priced U.S. diesel-export limits and Chinese refinery run cuts into Friday's cash session.
Cathay Financial Holding Co. told analysts Saturday that Cathay Life Insurance Co. will keep a larger share of premiums in liquid instruments until shareholders vote on the 2025 cash dividend in December, as actuaries refresh mortality assumptions tied to post-pandemic medical utilization.
Premier Cho Jung-tai extended commodity-tax relief through March 2027 and added six-month cuts on soybean oil and meal imports after cooking-oil supply shocks.
Taiwan’s August export orders reached US$103 billion on MOEA data, with information-technology lines and AI server builds driving the third straight month above US$100 billion.
The ruling caucus advanced a micro-enterprise upgrade bill as opposition lawmakers tied floor time to a competing NT$20,000 cash proposal, leaving the Executive Yuan's NT$10,000 supplementary payout on a separate track.
The Finance Ministry has drawn on the Executive Yuan’s second reserve fund to start procurement for next year’s NT$10,000 universal cash program while the KMT caucus opens the legislative session with a rival NT$20,000 special-act push.
Shelf prices already include business tax, yet Taiwan spends three percent of those collections on cash prizes so shoppers, not auditors, catch merchants who skip the invoice.
Tourism Administration data put Sep 26 hotel occupancy at 67.07 percent, the holiday peak, with Chiayi, Pingtung and Tainan each above 80 percent while high-speed rail logged a record 348,000 riders. The occupancy figure is a demand reading, not a revenue one, and Taiwan's market stays shut until Monday.
The cabinet's NT$10,000 payout rides on the general budget and three stated principles; the KMT's NT$20,000 special law would move both the number and the authorization out of the Executive Yuan's hands.
Hon Hai Precision Industry Co. raised fourth-quarter AI server rack shipment guidance after Taoyuan customs released September import lots for GPU-ready enclosures, according to allocation updates contract manufacturers received Tuesday as markets watched the Trump–Xi summit week for supply-chain signals.
Largan Precision Co. told contract manufacturers it expects September smartphone lens shipments to run above internal forecasts after Apple-aligned assemblers pulled forward periscope and wide-angle builds for year-end flagship cycles, tightening clean-room capacity in Taoyuan and Miaoli fabs.