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Bali's Regional Disaster Management Agency (BPBD) is searching for two people, including a foreign national, after ...

South Korea has officially recognized three fishing crewmen abducted by North Korea decades ago, Seoul's unification ministry said Monday, bringing the total number of government-recognized abductees since the end of the 1950-53 …

LINAMON, Lanao del Norte – Families, friends and village officials offered a Holy Mass and lit candles on All Saints’ Day for victims of Typhoon Sendong in Barangay Hinaplanon in Iligan City. …

LUCENA CITY — San Jose, Batangas police chief Maj. Florencio Caisip Jr. denied reports attributing to him a description of one of the suspects in the killing of a 22-year-old working student …

Đề xuất được đại biểu Quốc hội đưa ra trong thảo luận về dự luật Nuôi con nuôi sửa đổi chiều 2.11.

Junta fighter jets bombed villages in four townships across Rakhine State in a single day, including destroying a medical clinic’s maternity ward and killing an infant inside

The worst-hit area is Kampung Melayu Subang, where floodwaters have exceeded the danger level by 1.37m.

Beijing is accelerating production of its Type 071 amphibious transport docks by expanding construction to a second shipyard, potentially strengthening its ability to move troops and military equipment across the Taiwan Strait …

MAE HONG SON – A local government leader in Mae Hong Son province has condemned Myanmar’s military over airstrikes near the Thai border, warning that the attacks have affected Thai residents, government …

KUALA LUMPUR, Nov 2 — Heavy rain triggered flash floods across several parts of the Klang Valley this afternoon, l...

JSJN mengesan tiga kes menggunakan modus operandi sama dengan dua individu ditahan pihak berkuasa Hong Kong manakala seorang lagi diberkas di Pulau Pinang.

Một quan chức cấp cao Campuchia cho biết cơ quan chức năng đã đóng cửa 86 cơ sở lừa đảo trực tuyến quy mô lớn và xác định khoảng 97 mạng lưới …

MANILA, Philippines — Mayon Volcano continued to show signs of heightened volcanic activity following its eruption last week, the Philippine Institute of Volcanology and Seismology (Phivolcs) said Monday.Phivolcs Director Dr. Teresito Bacolcol …

Korea Aerospace Industries Ltd. said Monday it has delivered the first two FA-50 light combat aircraft to Malaysia under a 2023 contract to supply 18 jets to the Southeast Asian country. The …

Former Japanese adult film actress Mao Hamasaki has spoken out about the “terror” and “harm” of drugs after fighting for her life when she consumed a suspected spiked drink while performing as …

SEOUL, Nov. 2 (Yonhap) -- Korea Aerospace Industries Ltd. (KAI) said Monday it h...

The Karen National Union (KNU) stated that dual airstrikes carried out on Saturday by the Myanmar Air Force on its base in Karen State’s Hpapun Township, opposite Thailand’s Mae Hong Son Province, …

NEA had forecast heavy rain over multiple areas of the island from 2pm to 3pm.

South Korea has officially recognized three fishing crewmen abducted by North Korea decades ago, Seoul's unification ministry said Monday, bringing the total number of government-recognized abductees since the end of the 1950-53 …

SEOUL, Nov. 2 (Yonhap) -- South Korea has officially recognized three fishing cr...

Từ tháng 1.2025 đến nay, Nguyễn Văn Tuấn và Trần Thị Hồng Vân đã câu kết nhập lậu hàng nghìn chiếc điện thoại di động cũ từ Trung Quốc về Việt Nam …

Newtalk新聞 AI產業的戰爭，已經從GPU晶片一路延燒到光通訊。美國半導體設計大廠Marvell（MRVL）傳出深入洽談收購光通訊元件龍頭Lumentum（LITE），交易規模可能達到800億美元以上，成為近年科技產業最受矚目的巨型併購案之一。 這場交易最值得玩味的地方，不只是Marvell想買下Lumentum，而是兩家公司各自面臨的產業困境。Marvell需要補足AI光通訊版圖，Lumentum則需要更強大的資本與系統整合靠山。表面上是強強聯手，骨子裡卻是一場AI時代的生存戰爭。 尤其《CNBC》10月30日報導中，傳出交易可能採取全股票交換，而且不會給予Lumentum太高的收購溢價，更讓市場開始重新計算這筆交易的真正成本。 Marvell有錢買嗎？市值是紙上富貴 現金才是真本事 根據《Bloomberg》10月28日的報導，Marvell已與Lumentum進入深入收購談判階段，交易可能最快於11月初公布。《Reuters》隨後跟進報導，這筆交易將讓Marvell更直接掌握AI資料中心所需要的光通訊關鍵技術。 但Marvell最大的問題是：市值很大，現金卻沒有想像中雄厚。 截至10月30日，Marvell股價收在196.40美元，市值約1,722億美元；Lumentum收在840.70美元，市值約761.5億美元。Marvell帳上現金及約當現金約39.2億美元，與Lumentum的市場估值相差甚遠。 這意味著Marvell不可能靠現金完成收購。 然而就在市場熱議Marvell現金實力不夠之際，10月30日《CNBC》進一步報導，這筆交易可能採取全股票交換，而且收購溢價不會太高。 若報導消息屬實，Marvell可以避免大規模動用現金，也能降低舉債壓力。 但天下沒有白吃的午餐。以股換股雖然不用掏出數百億美元現金，卻會增加流通股數，原有股東的持股比例勢必受到稀釋。 假設以761.5億美元的Lumentum市值作為示意基準，Marvell以196.40美元股價發行新股，約需發行3.88億股。若不考慮其他交易調整，Lumentum原股東在合併後公司的持股比例可能接近30%。 這不是小數目。市場曾流傳初期EPS可能稀釋約15%的估算，但目前並沒有正式交易模型支持這個數字，仍應視為壓力情境。 Marvell真正要面對的問題，不是能不能買，而是買下來之後，能不能讓獲利成長速度超過股數增加的速度。 Lumentum為何要賣？生意愈好 愈需要找靠山 最值得思考的問題是：Lumentum明明站在AI光通訊的成長浪頭上，為什麼還要考慮出售？答案可能就在四個字：財務無底洞。 AI資料中心對高速光通訊、EML雷射及磷化銦（InP）相關元件的需求快速增加，Lumentum看似訂單滿載，但訂單愈多，背後需要投入的擴產資金也愈驚人。 高性能雷射晶圓廠、光學封裝產線、設備投資、製程良率提升，每一項都是燒錢工程。光有訂單不代表光有獲利，更不代表有足夠現金支撐長期擴產。 如果繼續獨立經營，Lumentum就必須自己承擔資本支出、折舊及產能利用率的風險；若能併入Marvell，則有機會取得更大的資本資源與完整的系統整合平台。 另一個更深層的問題，是Lumentum在AI供應鏈中的市場地位。未來AI資料中心客戶不會只採購單一雷射或光學零件，而是愈來愈重視晶片、交換器、光互連及高速傳輸的整體解決方案。 如果Lumentum始終停留在零組件供應商的位置，長期可能面臨系統整合商的議價壓力。技術再好，也可能被掌握整體架構的巨頭壓低毛利。因此，Lumentum不是沒有生意，或許開始意識到：生意愈大，單打獨鬥的成本也愈高。 NVIDIA兩邊押寶 供應商不能只靠訂單過日子 這場併購還有一個重要背景，就是NVIDIA的供應鏈策略。2026年3月，NVIDIA宣布分別投資Lumentum及其競爭對手Coherent各20億美元，並建立多年期策略合作與供應安排。這是一種典型的雙供應商策略：兩邊都投資、兩邊都扶植，確保自己不會被單一供應商綁架。 對Lumentum而言，這其實也是一種警訊。即使擁有NVIDIA這樣的頂級客戶，也不代表供應鏈地位永遠穩固。大客戶可以同時扶植競爭對手，供應商卻不能保證自己永遠是唯一選擇。 因此，尋找Marvell作為策略靠山，除了取得資金，更是在AI生態系裡尋求更牢固的市場位置。 這也說明AI時代的競爭已經改變：過去企業靠技術單打獨鬥，現在則必須靠資本、客戶、技術與平台共同建立護城河。 Marvell可能買進客戶流失的風險 這場併購另一個值得注意的，不只是股權稀釋，還有客戶關係。Marvell本身就是光通訊產業的重要晶片供應商，尤其在光收發器所使用的數位訊號處理器（DSP）領域具有重要地位；Lumentum則提供雷射與光學元件。兩家公司在技術上具有互補性，但也存在供應鏈關係。 …

Cyclone Murasu is expected to be less intense than last week's Cyclone Arnab, where six people were killed and dozens of houses and crops were destroyed.

桃園市1名傳播女子被點檯前往招待所飯局陪侍，竟遭客人在內共3名男子押走拘禁長達11個小時，過程中女子不僅遭到性侵、強脫衣服猥褻及錄影、毆打，甚至遭持刀砍傷手部，連要價6萬的Gu...…

Cyclone Murasu is expected to be less intense than last week’s Cyclone Arnab, which killed six people and destroyed dozens of homes and crops.

At least 12 civilians were killed and 32 others were injured after the Myanmar Air Force launched a coordinated wave of airstrikes across Arakan State on Sunday, targeting civilian transit corridors, residential …

Newtalk新聞 繼昨(1)日台灣東部海域發生規模5.6地震後，今日同一區域再度出現規模4.8的小區域地震。對此，中央氣象署指出，這起地震的震央位於宜蘭縣政府東南方56.6公里處，地震深度為60.4公里，判定為獨立事件，和昨天地震沒關係，且因規模不大，也不用過度擔心後續餘震。 根據氣象署地震測報資料顯示，今天上午10時23分，台灣東部海域發生芮氏規模4.8的小區域地震，震央位於宜蘭縣政府東南方56.6公里處，深度60.4公里，最大震度為2級。各地震度方面，震度2級地區為花蓮縣、宜蘭縣；震度1級地區則包括新北市、桃園市、南投縣、台中市及台東縣。 針對這起地震，氣象署地震測報中心主任吳健富表示，由於今天的地震與昨日那起地震的深度不同，且震央位置更偏南邊，因此判定為獨立事件。他進一步說明，這起地震的成因為板塊活動所致；由於菲律賓海板塊碰撞歐亞大陸板塊並從花蓮一帶隱沒，過程中會造成較淺的破碎帶地震，或較深的隱沒型地震，而今日這起地震推估就位於和平海盆的拉升位置。 吳健富補充，板塊從台灣東部隱沒時，原本就會產生許多由淺至深的地震。另外，這起地震並非屬於較深的隱沒型地震，加上本身規模不大，因此不需特別留意後續餘震。延伸閱讀：秋意濃！今起東北季風襲台跌5度 11/6第2波報到「強度更強」日本退稅新制扣手續費！友都八喜「市區退現」抽5% 4大電器行費率一次看先上下再左右搖10秒！東部海域5.6地震全台有感 一週內防規模5餘震下週2東北季風接力襲台「高溫剩25度」！未來一週天氣趨勢一圖看好天氣掰掰！明起2波東北季風接力襲台 未來一週天氣趨勢一圖看

KUALA LUMPUR, Nov 2 — Police have arrested nine people following an alleged riot outside a cafe in Desa Tun Razak,...

Ketua Polis Kuala Lumpur Fadil Marsus berkata pergaduhan dipercayai berpunca daripada perselisihan faham berhubung perebutan kawasan perniagaan.

（中央社記者游凱翔台北2日電）國防部發布共機艦動態，統計自昨天上午6時起至今天上午6時止，偵獲7艘共艦、6艘公務船，以及4架次共機侵擾西南及東部空域，國軍運用任務機艦及岸置飛彈系統嚴密監控與應處。

Keona Hampton bị phạt 30 năm tù vì bắn chết người phụ nữ giữ cửa giúp mình, sau khi đôi bên tranh cãi vì cô không nói lời cảm ơn.

North Korea on Monday denounced a recent South Korea-US combined military exercise that integrates South Korea's conventional military capabilities with US nuclear capabilities, saying strengthening the North's nuclear capabilities is "immutable" against …

SEOUL, Nov. 2 (Yonhap) -- North Korea on Monday denounced a recent South Korea-U...

Guest contributor Ma Thida Myanmar’s military campaign since the 2021 coup can be described in many ways—but “peace-building” is not one of them. Yet that is precisely what Myanmar’s Defence Minister, Lt-Gen …

Taiwan’s coast guard accused China of harassment after a Chinese vessel entered restricted waters near a disputed coral island administered by Taiwan in the South China Sea. China…

Indonesia's National Human Rights Commission (Komnas HAM) has called for stronger coordination among ministries and ...

A Pasay court has sentenced a Thai woman to life in prison for smuggling 13.16 kilos of cannabis worth P18.43 million in 2024.

As the 35th anniversary of the Ormoc flash floods nears, Vice President Sara Duterte yesterday visited the city public cemetery mass grave memorial in Leyte where the victims of the 1991 tragedy …

Six more aircraft are expected by April, with the remaining 10 to be delivered in stages through early 2028.

SAN FRANCISCO, Agusan del Sur – A 56-year-old public elementary school principal was arrested alongside four alleged street-level pushers during an early morning buy-bust operation in San Jose, Dinagat Islands on Friday. …