📈 Taiwan Financial & Industry Dynamics

• Taiwan Stock Market Plummets: Influenced by US inflation (CPI) exceeding expectations, both US stocks and bonds experienced a sell-off. Foreign investors dumped NT$302.5 billion in a single day. The Taiwan Stock Exchange (TAIEX) plunged 1,655 points (the 6th largest drop in history), falling below 47,000 points and the monthly moving average, wiping out NT$5 trillion in market value overnight. • TSMC Earnings Call Positive News: TSMC raised its full-year earnings forecast for the third time, with Q3 revenue and EPS increasing by nearly 70% year-on-year. CEO C.C. Wei confidently stated, 'We will win all the business and will not hand over any advantages.' Additionally, Wei confirmed that TSMC is evaluating expanding its facilities in Texas, USA. • Procurement of Liquefied Natural Gas from the US: Regarding the procurement deal mentioned by US President Donald Trump, the Ministry of Economic Affairs officially confirmed that Taiwan's CPC Corporation plans to invest up to US$4.4 billion in the Alaska LNG project, with gas supply expected to begin as early as 2032. • State-Owned Banks to Increase Salaries: The chairmen of nine state-owned banks pledged at the Legislative Yuan's Finance Committee that salaries will be increased by less than 5% across the board next year.