Market Overview

News Info

NEC and four partners announced on October 2, 2026, that their project utilizing quantum computing and AI for next-generation cancer immunotherapy has been selected for a major demonstration project by Japan's New Energy and Industrial Technology Development Organization (NEDO). The project aims to integrate expertise in quantum computing, AI, drug discovery, and immunology to establish a computational and evaluation platform, accelerating Japan's application of quantum technologies in healthcare and drug discovery.

Morgan Stanley reinstated NVIDIA as its 'top pick' in the semiconductor industry on October 2, 2026, with analysts believing the market underestimated the breadth of NVIDIA's customer demand. Concurrently, NVIDIA authorized an additional $150 billion for its stock repurchase program this week, increasing the remaining buyback capacity to $235 billion, slated for completion by the end of fiscal year 2028.

BMW globally unveiled its new 3 Series on September 30, 2026, simultaneously introducing the electric i3. The i3 features next-generation 'Neue Klasse' technology, offering a range of up to 912 km (WLTP standard), and showcasing innovative digital cockpit experiences like 'BMW Panoramic Vision.' This marks a significant advancement for BMW in electric vehicles and digitalization.

U.S. President Donald Trump signed an executive order on September 29, 2026, mandating federal documents to change 'Artificial Intelligence' (AI) to 'Super Intelligence' (SI), and to consistently use 'Super Intelligence' and 'SI' as abbreviations in official communications. This move has elicited mixed reactions from Silicon Valley, with some tech leaders believing it better reflects technological advancement, while academics worry it may cause confusion.

Hitachi and FANUC announced a partnership on September 30, 2026, to commercialize 'Physical AI' implementation services. This collaboration aims to combine Hitachi's AI technology with FANUC's industrial robots, enabling AI to perceive the real world and drive machinery for complex tasks. The two companies will first conduct demonstrations at Hitachi factories, with the goal of offering services to customers from fiscal year 2027 to overcome traditional automation bottlenecks.

SpaceX's Starship successfully completed its 14th test flight on September 28, 2026, achieving Earth orbit for the first time. Despite an engine anomaly during the flight, it overcame the challenge and successfully deployed 26 of the latest 'Starlink V3' satellites. This achievement marks a critical step towards Elon Musk's long-term vision of colonizing Mars.

David Robinson, a safety department head at OpenAI, announced his resignation on October 3, 2026, publicly criticizing the company's 'trial-and-error culture' and 'lack of caution' in AI development. He advocated for AI companies to adopt rigorous safety standards, akin to airport management. This event highlights the ongoing debate within leading AI firms regarding the balance between rapid technological advancement and ethical safety considerations.

AMD announced on September 29, 2026, an all-stock acquisition of World Labs, co-founded by AI pioneer Fei-Fei Li, for $8.2 billion. Following the acquisition, Li Feifei will join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. This move signifies AMD's major strategic expansion into AI models and spatial intelligence, aiming to strengthen its competitiveness in chip design and AI software integration.

Tesla announced on October 3, 2026, that its global electric vehicle deliveries for the third quarter of 2026 (July to September) reached 486,532 units, exceeding market expectations. Although slightly below the previous year's historical high, this figure demonstrates Tesla's sustained production and delivery capabilities and a significant rebound from the low point in the first quarter of this year, boosting confidence in the EV market.

OpenAI announced in late September 2026 that it had canceled the planned October release of its next-generation large language model, “GPT-6.1 Astra.” The company stated that internal tests revealed the model failed to meet its strict “safety and alignment standards,” a decision that underscores the increasing importance of safety and ethical considerations in AI technology development.

Latest Market Rates5 檔