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October 24 Financial Briefing: AI Funding Hurdles, Oil Price Surge, and Real Estate Trends
Electronic Technology · Electronic Components · economic_daily · 2026-10-23
Stay updated with today's top financial news, covering NVIDIA's AI funding warnings, geopolitical oil spikes, SpaceX supply chain gains, and resilient housing prices.
What Happened
AI Funding Challenges: NVIDIA CEO Jensen Huang highlighted that despite explosive demand for AI and tight memory supply, the industry is grappling with significant capital shortages. This contradiction has sparked market concerns regarding long-term supply chain stability and investor sentiment in the chip sector.
Geopolitical Oil Surge: Escalating tensions between the U.S. and Iran, coupled with ongoing attacks by Houthi rebels, have pushed Brent crude prices above $116 per barrel. Analysts warn that these geopolitical risks could keep energy prices elevated for an extended period.
SpaceX Supply Chain Gains: As SpaceX accelerates its direct-to-cell satellite deployment, Taiwanese suppliers such as WNC and Compeq are seeing strong order momentum. These companies are ramping up production to support both space and ground-based infrastructure requirements.
Real Estate and Capacity Expansion: Despite central bank tightening measures, pre-sale housing prices in major metropolitan areas continue to rise, reflecting persistent market demand. Meanwhile, tech giants have committed over NT$100 billion in deposits to secure high-end substrate capacity, prompting Unimicron, Kinsus, and Nanya PCB to accelerate their expansion plans.