After Akio Yaita is assaulted, Lai Ching-te says violence must not be used to silence people
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
374 Taiwanese have experienced disappearance, detention for questioning, restrictions on their personal freedom or similar situations after traveling to China
Three major institutional investors sell a net NT$42.93 billion in Taiwan stocks
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
Foreign and mainland Chinese investors and securities dealers were net sellers, while investment trusts were net buyers; combined net selling totaled NT$42.93 billion
Taiwan stocks rose 255.30 points today
Closing at 45,734.41 points
Trading value totaled NT$958.346 billion
Securities dealers were net sellers of NT$16.942 billion
Investment trusts were net buyers of NT$11.961 billion
Foreign and mainland Chinese investors were net sellers of NT$37.949 billion
Kaohsiung woman sprays fire extinguisher wildly, causes disturbance at library; faces referral for suspected public endangerment
Published ・ Source Taiwan | 中央社 CNA
A 44-year-old woman shouted loudly at the 大東圖書館 in Kaohsiung and sprayed a fire extinguisher after breaking past staff who tried to stop her. She was also found to be wanted on suspicion of theft and was referred to prosecutors on charges of endangering public safety and property damage.
Could Musk’s Terafab shake up the global semiconductor equipment market? UBS estimates US$135 billion in purchases over 5 years
Published ・ Source Taiwan | 鉅亨網
SpaceX's Terafab plan is projected to procure $135 billion in semiconductor manufacturing equipment over the next 5 years, potentially having a major impact on global markets. The new demand would be comparable in scale to TSMC and is part of a vertical integration strategy in AI and space development.
緯創 recorded revenue of NT$321.822 billion in June 2026, up 53.85% year over year. Revenue for the first half totaled NT$1.74 trillion, up 94.01%, marking substantial growth. The figures are an important indicator of the company's strengthening market position.
Economic data and policy tailwinds lift won against US dollar to a six-week high
Published ・ Source Taiwan | 鉅亨網
The South Korean won reached a 6-week high against the U.S. dollar. A record current account surplus, a sharp rise in semiconductor exports and a policy to internationalize the won were contributing factors. The currency market is drawing increased attention.
Marketech International’s June revenue sets another record; Q2 and first-half figures also hit new highs
Published ・ Source Taiwan | 鉅亨網
Marketech International’s June revenue reached NT$558 million, setting a record for 四 consecutive months. Demand for advanced testing has benefited from the development of AI and silicon photonics technology. Its advanced analysis technology has become a key industry support.
Guan Xing’s Q3 revenue expected to hit another high; chairman says this year’s growth will outpace previous years
Published ・ Source Taiwan | 鉅亨網
Short-fiber fabric maker Guan Xing-KY posted record revenue in the second quarter. Chairman Lin Chin-mao expects another quarterly record in the third quarter and said growth this year will outpace previous years, driven mainly by expanded capacity in Vietnam and order transfers from brand customers.
Relay maker Song Chuan’s June and Q2 revenue hit new highs; monthly revenue tops NT$800 million for the first time
Published ・ Source Taiwan | 鉅亨網
Song Chuan Precision’s June 2026 revenue reached NT$828 million, up 65.66% year over year. Second-quarter revenue hit a record, driven by demand for AI servers and capacity expansion, reflecting improved market competitiveness.
Is the AI jobs apocalypse turning into a false alarm? Altman and Amodei change tune, touting human productivity
Published ・ Source Taiwan | 鉅亨網
In 2026, Silicon Valley leaders who had warned of mass unemployment caused by AI moderated their tone amid IPO activity and social unease. AI is being redefined as a productivity tool, as structural changes to employment continue.
National Tsing Hua University and ITRI Capital launch the “NTHU Future Fund,” targeting NT$1 billion for its first tranche
Published ・ Source Taiwan | 鉅亨網
National Tsing Hua University and 益鼎創投 established the “清華未來基金” to support startups in deep tech. The fund's first-phase target is 1 billion Taiwan dollars, with investment planned in semiconductors, AI and other areas.
KOSPI extends losses, plunging 5.4% and nearing a technical bear market; South Korean regulator says heavy concentration in semiconductor stocks is a key risk intensifying volatility
Published ・ Source Taiwan | 鉅亨網
South Korea’s KOSPI plunged 5.35% in a single day, nearing a technical bear market. Regulators warned that excessive concentration in semiconductor stocks is intensifying market volatility, and the finance minister convened an emergency meeting in response. This is a major development in financial markets.
UN warns of “catastrophic harms” from AI; Geneva summit calls for global governance framework
Published ・ Source Taiwan | 鉅亨網
The United Nations warned of the “catastrophic harms” of AI and urgently called for the establishment of global governance. The focus is on addressing human rights and environmental impacts.
Google will unveil the Pixel 11 series on August 12, drawing attention as the world's first smartphone to use 台積電's 2-nanometer process. The device will feature Google's in-house Tensor G6 chip, which is expected to boost performance, but rising costs could lead to a price increase.
台積電 and financial stocks prop up the index!? Investment strategies amid undercurrents
Published ・ Source Taiwan | 鉅亨網
SpaceX has applied to the FCC to launch 100,000 next-generation Starlink satellites, which would dramatically improve bandwidth and speed. In Taiwan's market, 台積電 and financial stocks are supporting the index, while volatility in individual stocks is intensifying.
At a forum hosted by CRIF, organizers announced that the supply chain finance market would reach $2.65 trillion in 2025. They proposed a three-tier safeguard framework for UBOs (ultimate beneficial owners) and stressed the importance of AI-powered, real-time risk management.
Taiwan stocks after the close: Whipsawing by 800 points, 台積電 stages a late-day rally to close up 255 points but fails to break through the monthly moving average
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks fluctuated near their highs on the 8th. 台积电 came to the market’s rescue in the closing session, lifting the benchmark index 255.3 points and bringing it close to breaking through the monthly moving average. Electronics heavyweight stocks were mixed, with 台达电 and 联发科 among those declining. 台塑四宝, optical communications stocks and PCB stocks were among the standout sectors.
SpaceX swiftly added to the Nasdaq 100 Index, but its share price falls to a record low since listing
Published ・ Source Taiwan | 鉅亨網
SpaceX was added to the Nasdaq 100 just 15 days after its listing, but its shares have fallen to a post-listing low. Lawsuits involving AI data centers and market selling have weighed on the stock.
SK海力士 pitches US listing: In the AI era, HBM—not GPUs—is the scarcest resource
Published ・ Source Taiwan | 鉅亨網
SK海力士 launches US IPO roadshow, seeking to raise US$28 billion and highlighting HBM’s strategic value in the AI era. As the global leader in HBM, its technological edge and surging financial performance have drawn considerable market attention.
OpenAI loses another veteran: chief futurist to leave at the end of the month after more than 9 years, known for standing up to Musk
Published ・ Source Taiwan | 鉅亨網
OpenAI chief futurist Joshua Achiam will leave the company at the end of this month after more than 9 years. He worked to ensure AGI safety, and his departure has drawn attention to a restructuring of the company's safety framework.
野村投信 said Taiwan's stock market in the second half of 2026 would continue to benefit from growth in the AI supply chain, with corporate earnings expected to be revised upward, but warned that geopolitical risks and inflation require attention. Taiwan's GDP growth is forecast at about 9.6%, with strong demand for electronics and communications and further upward revisions to corporate earnings expected.
〈Real Estate〉Luxury home transaction rankings: Tao Zhu Yin Yuan claims the highest luxury home price in 2026; Xinyi Lianqin temporarily leads in price per ping
Published ・ Source Taiwan | 鉅亨網
Taipei's ultra-luxury residence 陶朱隱園 recorded the highest total transaction value since 2026. 信義聯勤 led in price per ping. Demand among wealthy buyers to allocate assets to property is growing, and interest in mid-sized luxury homes is also rising.
三星電子 posted stellar second-quarter earnings, with operating profit up about 19 times year over year to a record high. But 摩根士丹利 forecasts that the memory supercycle is nearing its peak, cutting its price target and advising investors to reduce their allocation to memory chips.
From autonomous driving to physical AI! Physical AI pioneer Momenta debuts on Hong Kong stock market today, surges more than 6% at open, market cap tops HK$71 billion
Published ・ Source Taiwan | 鉅亨網
Chinese autonomous-driving AI company Momenta listed on the Hong Kong Stock Exchange, rising more than 6% at the opening. High-profile investors including GIC and Mercedes are involved, as commercialization in the physical AI sector gathers pace.
Food safety crisis spreads! Legislator presents thesis and sharply criticizes FDA chief, saying “prophecy” has come true; 石崇良 steps forward to explain
Published ・ Source Taiwan | 鉅亨網
Lawmakers criticized the delayed reporting by a supplier and the slow administrative response to the carcinogenic oil issue involving 中聯油脂. They pointed out that a past paper by the head of the Food and Drug Administration had predicted an "administrative failure," and the health and welfare minister pledged a full recall.
〈Finance Committee Interpellation〉Major change to odd-lot trading! TWSE: Open alongside regular trading at 9 a.m. before year-end; shorten matching interval to 1 second in July next year
Published ・ Source Taiwan | 鉅亨網
Taiwan Stock Exchange announced that odd-lot trading will begin at 9 a.m. by the end of 2026, and that the matching interval will be shortened to 1 second in July 2027. The move aims to improve trading efficiency and fairness in response to longstanding market demands.
Strong demand indeed: 百容’s second-quarter revenue hits record high for the same period, semiconductor applications account for 50.4%
Published ・ Source Taiwan | 鉅亨網
百容’s second-quarter 2026 revenue reached NT$566 million, a record for the same period, with semiconductor applications accounting for 50.4%. Strong demand prompted the company to acquire a factory in Taichung to expand capacity, signaling the success of its semiconductor transition.
2026 Taiwan International Water Week opens 10/14; water technology drives AI industry transformation
Published ・ Source Taiwan | 鉅亨網
The 2026 Taiwan International Water Week opens on October 14, focusing on how water technology is driving transformation in AI and manufacturing. The exhibition brings together domestic and international water treatment and smart water management companies, highlighting Taiwan’s international competitiveness in industrial water solutions.
東研信超 completes first VR200 inspection; AI orders booked through year-end
Published ・ Source Taiwan | 鉅亨網
東研信超 completed its first inspection order for 輝達 VR200 AI servers, with orders booked through year-end and revenue reaching a record high. AI inspection has become a growth engine.
〈Finance Committee Interpellation〉Taiwan stock trading-hours extension shelved! 彭金隆 confirms “no implementation for now, no timeline”
Published ・ Source Taiwan | 鉅亨網
Financial Supervisory Commission Chairman 彭金隆 told the Legislative Yuan unequivocally that extending Taiwan stock trading hours would “not be implemented for now” and had “no timeline.” Because the move involves the interests of multiple market participants, it may proceed only after social consensus is reached, with implications for the securities industry and investors.
聯電 shares swing sharply after going ex-dividend, rally 5% after filling the dividend gap in seconds
Published ・ Source Taiwan | 鉅亨網
聯電 shares rose 5% after going ex-dividend, buoyed by a recovery in mature-process demand and increased wafer starts for AI-related chips. Capacity utilization is expected to climb further, with second-half operations set to outperform the first half.
Could Intel upend HBM? XBM memory revealed, with packaging costs potentially plunging
Published ・ Source Taiwan | 鉅亨網
Intel has published a patent for XBM, a new memory technology intended as an alternative to HBM. It aims to cut packaging costs and improve scalability, addressing memory challenges in the AI era, and is drawing attention as a technological move.
Several Apple supply-chain executives: Apple’s foldable phone can be delivered as scheduled; have not heard of a launch delay
Published ・ Source Taiwan | 鉅亨網
Several people familiar with Apple's supply chain said its first foldable iPhone is proceeding smoothly toward mass production and that they had heard no reports of a shipment delay. The market nevertheless remains concerned that manufacturing difficulties could cause delays.
Chip stocks suffer heavy selling, but options on 輝達 see a surge in bullish bets—is a comeback near?
Published ・ Source Taiwan | 鉅亨網
As US semiconductor stocks fell, NVIDIA shares rose, with strong buying inflows detected in the options market. This points to expectations of a rebound in the company's stock and underscores the continued attention on the AI sector.
BlackRock’s first active bond ETF, 00985D, set for distribution; annualized yield remains above 7%, buy by “this date” at the latest
Published ・ Source Taiwan | 鉅亨網
貝萊德投信’s first actively managed bond ETF in Taiwan, 00985D, is set to make its second distribution, with an annualized yield of 7.14%. Investors must buy by July 16 to receive the interest payment on August 14.
蘋果 closes in on 輝達, poised to reclaim top spot by U.S. market capitalization
Published ・ Source Taiwan | 鉅亨網
蘋果’s market capitalization is nearing 輝達’s, putting it in a position to reclaim the top spot in the United States. Optimism about 輝達’s AI dominance is cooling, and investors are shifting their focus to companies integrating AI into applications, signaling a change in AI investment trends.
〈Real Estate〉Comparing prices of MRT joint-development homes and nearby properties: Per-ping price gap at this Taipei station exceeds NT$500,000
Published ・ Source Taiwan | 鉅亨網
Prices of MRT joint-development homes in Taipei differ significantly from those of nearby properties. The per-ping price gap at 永春站 E.A.T國際館 exceeds NT$500,000. Analysts say convenient transportation is the main factor, though local development and property features also affect the price difference.
Has the post-correction bottom arrived? Cathay Securities: Valuations of the U.S. tech “Magnificent Seven” near 10-year lows
Published ・ Source Taiwan | 鉅亨網
國泰證券 said valuations of the U.S. tech “Magnificent Seven” are near 10-year lows, with fundamentals remaining solid and the stocks offering investment appeal. It also recommended diversifying into Japanese stocks and highly rated bonds.
友訊 leverages cybersecurity edge to enter SpaceX supply chain; to ship 20,000 dedicated network switches starting in September
Published ・ Source Taiwan | 鉅亨網
Taiwanese network equipment maker 友訊 has begun supplying dedicated switches for SpaceX's Starlink program. Its Taiwan-made products are valued for their security advantages, and the company has also partnered with major telecom operators in Europe.
Taking aim at Intel and AMD! 輝達’s Vera CPU adopted by Perplexity as it aggressively targets AI agent market
Published ・ Source Taiwan | 鉅亨網
NVIDIA has unveiled Vera, a new CPU designed specifically for AI agents, which Perplexity has adopted. The move marks its first full-scale entry into the CPU market and a challenge to the Intel-AMD duopoly.
Huawei “heavily modifies” 5-nanometer chips, closing in on 1.4-nanometer performance without EUV
Published ・ Source Taiwan | 鉅亨網
Huawei has unveiled "韜定律V2," a new technology that heavily modifies chips made with a 5nm process to approach 1.4nm-class performance. Its architectural innovation does not rely on EUV equipment and points to a new path for semiconductor competition in the post-Moore era.
〈Stocks in Focus〉保瑞’s June revenue nears NT$2.3 billion, setting a monthly record; shares rise despite market volatility
Published ・ Source Taiwan | 鉅亨網
保瑞’s June revenue reached NT$2.298 billion, a monthly record, driven by a rebound in its USL business and steady CDMO shipments. The news lifted its shares, indicating market recognition of its international expansion and manufacturing capabilities.
〈Stocks in Focus〉All four Formosa Plastics Group companies complete dividend-gap recovery; 南亞, the last to go ex-dividend, fills the gap in seconds and hits the daily limit
Published ・ Source Taiwan | 鉅亨網
All four companies in the Formosa Plastics Group went ex-dividend, with 南亞 bringing up the rear with a dividend of NT$0.8 per share, filling the gap that day and hitting the daily limit. Improving demand for electronic materials and future investment plans are supporting the share price, while shareholders are optimistic about returns.
Wistron began ex-dividend trading and briefly recorded a 36% dividend recovery before falling back into negative territory. Chairman Lin said he prioritizes strengthening the company's fundamentals over an immediate dividend recovery.
The era of AI agents is here: Details of 輝達’s Rosa CPU revealed; to succeed Vera in 2029 and target AI data centers
Published ・ Source Taiwan | 鉅亨網
NVIDIA has announced technical details of Rosa, its next-generation data center CPU. Scheduled for introduction in 2029, it uses Rigel cores specialized for AI agent processing. The chip aims to eliminate GPU bottlenecks and improve the efficiency of AI factories.
Commercial electricity use surpasses residential for the first time! EIA: AI boom to drive U.S. power consumption to new highs this year and next
Published ・ Source Taiwan | 鉅亨網
The US Energy Information Administration (EIA) said the expansion of AI data centers will push US electricity consumption to record highs in 2026–2027. The period will mark a turning point, with electricity demand from the commercial sector surpassing that of households for the first time.
Price target as high as $800! Wall Street bullish on SpaceX, “like the railroads and internet of their day”
Published ・ Source Taiwan | 鉅亨網
After the quiet period following SpaceX's IPO ended, several financial institutions issued optimistic reports. Their price targets reached as high as $800, and they described the company as a symbol of industrial transformation.