49,822.55TAIEX · Oct. 6 close · +0.22%

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31.781US dollar to NT dollar · Oct. 6 close · NT dollar up 0.7 fen
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, TUE., OCT. 6, 2026No. 2 · 6:00 p.m. Taipei6 p.m. Taipei
TAIEX49,822.55▲0.22%10/6USD/TWD31.78▼0.02%10/6S&P 5007,773.95▲0.66%10/5WTI$89.43▼1.84%10/5黃金$4,156.80▼0.13%10/5
Industry · AIPress ✓ 5 outlets · remarks drawn from Su's interviews

Lisa Su's whirlwind Taiwan visit: AMD confirms wider Taiwan supply-chain investment, stretches capacity planning to 3–5 years

The AMD chief executive met Hon Hai, Quanta, Asus, Acer and TSMC in a single day. She confirmed that the US$10 billion investment announced in May is on track and said AMD is “raising that number,” but gave no new figure. Taiwan stocks set another record close the same day, yet foreign investors turned net sellers.

AMD (超微) chief executive Lisa Su (蘇姿丰) arrived in Taiwan early on Oct. 6 for a one-day trip. According to CNA, PTS, United Daily News and Focus Taiwan, she met partners including Hon Hai, Quanta, Asus and Acer in the morning, then went to Hsinchu in the afternoon to see TSMC and others in the semiconductor supply chain. She told reporters that the US$10 billion Taiwan investment AMD announced in May is progressing as expected and that “we are raising that number,” but she did not disclose a new amount. The “US$10 billion” is therefore the original pledge, not a newly announced top-up. Su said AMD and its Taiwan partners have stretched their capacity planning from one to two years to three to five, and that both wafer fabrication and back-end packaging must be secured ahead of time. The reason is rising demand for AI computing products such as CPUs and GPUs.

Asked about Taiwan Strait geopolitical risk, she said geographic diversification is good for every company, but that Taiwan is “critical” to the global semiconductor supply chain, and especially to AMD. She also credited the support of TSMC's Arizona fab. Reports say her next stop is South Korea on the 8th, but that remains a media account, and AMD has not confirmed it. On the 5th, some outlets had reported that she would meet TSMC to compete for capacity. By publicly confirming the visit, she turned the capacity race from rumor into an open topic. Industry sources caution that the squeeze in advanced packaging and leading-edge process capacity is no longer limited to TSMC and has begun to spread to testing, packaging and substrates. Some outlets call this her second visit to Taiwan this year, while Focus Taiwan calls it the third. Accounts differ, so this edition does not use a count.

In the market, the TAIEX gained 110.51 points on the 6th to close at 49,822.55, another record close. It touched about 49,968 intraday, roughly 30 points short of 50,000, but still closed below that mark. Trading value was about NT$975.9 billion, less than 90% of the previous day's NT$1.15 trillion. Flows turned: foreign and mainland Chinese investors were net sellers of NT$6.657 billion, ending four straight days of net buying. Investment trusts sold a net NT$15.85 billion, mainly cutting UMC, and proprietary dealers bought a net NT$1.721 billion. The three major institutional investors together were net sellers of about NT$20.786 billion (Storm Media counts NT$18.896 billion; the two use different bases). Foreign selling was heaviest in AUO. The NT dollar closed at 31.781, up 0.7 fen for a fifth straight gain, though the foreign selling slowed the rise. On Wall Street overnight, stocks closed higher, with the Nasdaq and Nvidia at records, while TSMC's ADR slipped 0.72%.

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By the numbers
US$10 billionAMD's Taiwan investment pledge from May; Su says it is being “raised,” with no new figure (CNA, PTS)
3–5 yearsCapacity-planning horizon AMD now uses with Taiwan partners, up from one to two years (CNA, Anue)
−NT$6.657 billionNet selling by foreign and mainland Chinese investors on the 6th, ending four days of net buying (TWSE; Economic Daily News, Yahoo Finance Taiwan)
National security · PolicyPress ✓ 5 outlets · bill text not yet submitted

Cho Jung-tai: China's cross-border repression is a fact and we cannot stay silent; MAC to amend laws and set public guidelines

After US federal prosecutors charged a woman of Chinese descent with surveilling the eldest son of President Lai Ching-te (賴清德), Premier Cho Jung-tai (卓榮泰) said on the 6th, ahead of the general interpellation at the Legislative Yuan, that China is carrying out cross-border repression that harms human rights, breaking a major taboo of the international community. “Once cross-border repression is a fact, we cannot choose silence,” he said, urging everyone to watch cybersecurity and personal safety. He also said the facts still await investigation by the Ministry of Foreign Affairs and the Overseas Community Affairs Council, and reminded civil servants to police themselves. Mainland Affairs Council (MAC) Minister Chiu Chui-cheng (邱垂正) said the government will amend laws including the Anti-Infiltration Act and set up public guidelines as soon as possible, so that people know where to seek help when they face cross-border repression. He argued that domestic rules on helping to tail people or collect information on others are inadequate, while the United States already treats similar conduct as a felony. Neither the guidelines nor the amendments have been published.

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Word of the day
Cross-border repressionSECURITY

A government's use of tactics that cross national borders to pressure, monitor or threaten particular targets, whether abroad or at home, in order to suppress their speech and actions. Unlike ordinary espionage, its target is often an individual and their family.

Diplomacy · United StatesPress ✓ 5 outlets · meeting content as described by the foreign ministry

US congressional delegations arrive one after another before National Day: Senator Bennet in Taiwan for three days, Rep. Boyle leads House group to see President Lai

The Ministry of Foreign Affairs said on the 6th that US Senator Michael Bennet is visiting Taiwan from Oct. 6 to 8 and will call on senior government officials. A House delegation led by Brendan Boyle, ranking member of the House Budget Committee, arrived the same day. The other members are Salinas (莎琳娜絲, English spelling unconfirmed) and Kennedy (甘迺迪), and all three are on their first Taiwan visit while in office. The delegation will meet President Lai Ching-te and hold talks with Foreign Minister Lin Chia-lung (林佳龍) on topics including Taiwan-US relations, economic, trade and technology cooperation, and regional security. The American Institute in Taiwan (AIT) said Bennet's visit highlights a strengthening Taiwan-US partnership.

The timing falls just as a US$14 billion arms sale awaits a decision by Trump. Defense Minister Wellington Koo (顧立雄) reiterated on the 6th that Taiwan respects the US review process, and said it has “not received word” of shipments in batches. The foreign ministry did not publish an agenda tied to arms sales, and we have seen no party name arms sales as an explicit topic of this trip; the overlap is only in timing. Separately, former President Tsai Ing-wen (蔡英文) arrived in San Francisco on the 6th, greeted by overseas Taiwanese, beginning her first US trip since leaving office. Details of her itinerary await reports from the 7th onward.

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Politics · Public-service ethicsPress ✓ 5 outlets · allegations are the TPP caucus's account, unverified

TPP caucus says OCAC minister Hsu Chia-ching let her son pose as a “photographer” on overseas trips; Hsu denies misusing public funds

The Taiwan People's Party (TPP) caucus held a press conference on the 5th alleging that Overseas Community Affairs Council (OCAC) Minister Hsu Chia-ching (徐佳青) let her son join official overseas trips as a “photographer” and let her American husband use an official car at a Taiwan mission abroad. The caucus also played audio and demanded that she be suspended and investigated at once. The OCAC replied that all official trips were reported as required and costs reimbursed under the rules, with no misuse of public funds or private gain. The Ministry of Foreign Affairs said it had received no complaint but, out of caution, asked the missions concerned to look into it. On the 6th Hsu responded again, saying the OCAC had twice been inspected recently and followed the law each time, and that family visiting her at their own expense “should be a basic human right in a democratic society.” The TPP caucus rebutted that where a family goes is a private matter, while whether state resources may be used is a public question. None of the allegations has an investigative conclusion. Outlets also differ on whether “photographer” is a formal title and on the dates of the trips.

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Finance · BudgetPress ✓ 4 outlets · figures from lawmakers' questions and officials' answers

If the supplementary budget fails, no guarantee electricity prices stay frozen: Kung points to the rate committee, Cho says CPC has absorbed NT$20 billion

The Legislative Yuan began its general interpellation on the 6th. Asked about the supplementary budget and electricity prices, Economic Affairs Minister Kung Ming-hsin (龔明鑫) said the Electricity Rate Review Committee's “freeze” decision was made on the premise that the Executive Yuan would submit a supplementary budget. If the Legislative Yuan does not pass it, whether prices are adjusted will depend on the committee, and he personally cannot guarantee anything. TPP legislator Hung Yu-hsiang (洪毓祥) noted that in the 2026 (ROC year 115) supplementary budget, stabilizing livelihoods accounts for 69.3%, mostly capital injection for CPC Corp. (中油) and funding transfers to Taipower, while strengthening national defense takes 24% and extra social welfare only 3.5%. He criticized the Executive Yuan for sending it in as one package. Premier Cho Jung-tai said that on fuel prices CPC has already absorbed NT$20 billion, and hoped the supplementary budget would let CPC operate normally. Reports cite about NT$187.5 billion in livelihood-stabilization measures, including subsidies for CPC to absorb the cost of gasoline, diesel and natural gas prices not fully raised, NT$71.104 billion for Taipower's energy-cost gap, and a bottled-gas subsidy.

In plain terms: the government promises not to raise electricity prices, provided the legislature approves the money. If it does not, either the government finds another way or the rate committee reopens the question. For households, whether winter electricity bills change will not be known until the Legislative Yuan decides what to do with the supplementary budget.

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In brief
  • Tsai Ing-wen arrives in San Francisco, greeted by overseas Taiwanese, says “Taiwan's democracy has you and me in it”CNA · PTS
  • Taiwan opens a Phoenix office, its 14th mission in the USPTS · Liberty Times
  • Taoyuan prosecutors indict a retired Air Force captain and his real-estate-agent son for allegedly collecting personnel data for ChinaCNA
  • 10 people indicted for importing military-grade chips under the NCSIST's name and reselling them to China and Hong Kong, with profits over NT$300 millionCNA
  • Environmental groups seek to suspend work on the south breakwater of the Phase 3 LNG terminal, urge CPC to halt and re-reviewCNA
  • US trade deficit with Taiwan widens to over NT$580 billion in August, Taiwan ranks thirdLiberty Times
  • UMC plunged 8.66% on the 2nd as investment trusts kept selling; ADATA's third-quarter revenue tops NT$50 billion for the first timeLiberty Times
  • Kaohsiung harbor pilots raise funds to build Taiwan's first dedicated pilot boatPTS
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Unverified — what we could not confirm

“Trump has approved the US$14 billion arms sale to Taiwan, with shipments in batches.” Koo said on the 6th that the US is still reviewing and Taiwan has received no word of batches; there is no formal US approval at present.
“Lisa Su announces Taiwan investment raised to US$XX billion.” She said only that the US$10 billion investment is being “raised” and gave no new figure; US$10 billion is the original pledge from May.
“A record-high TAIEX means foreign investors are still buying.” Foreign and mainland Chinese investors were net sellers of NT$6.657 billion on the 6th, ending four days of net buying; the index was held up by heavyweight stocks.
Glossary · dotted words — economics, law, security and science terms explained in the context of the story. The list grows every day.
INSIDELisa Su's whirlwind Taiwan visit: AMD confirms wider Taiwan supply-chain investment, stretches capacity planning to 3–5 yearsIndustry · AICho Jung-tai: China's cross-border repression is a fact and we cannot stay silent; MAC to amend laws and set public guidelinesNational security · PolicyUS congressional delegations arrive one after another before National Day: Senator Bennet in Taiwan for three days, Rep. Boyle leads House group to see President LaiDiplomacy · United StatesTPP caucus says OCAC minister Hsu Chia-ching let her son pose as a “photographer” on overseas trips; Hsu denies misusing public fundsPolitics · Public-service ethicsIf the supplementary budget fails, no guarantee electricity prices stay frozen: Kung points to the rate committee, Cho says CPC has absorbed NT$20 billionFinance · Budget