# AI News 180m Report｜2026-07-08 15:00–18:00 JST｜Page 6 of 7

One place for news and notices from 2 countries/regions: Japan, 329 items from 2 sources; Taiwan, 326 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 印尼5月轉貿易逆差 終結72個月貿易順差

- Published: 2026-07-08T16:43:19+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080219.aspx
- anchor: #n1362118
- Companies mentioned: 印尼中央統計局、Permata銀行、印尼中亞銀行、印尼國家儲蓄銀行、印尼經濟統籌部

Facts:
- 印尼今年5月貿易逆差達16.1億美元
- About NT$51.6 billion
- Ending a record 72 consecutive months of trade surpluses since 2020
- 印尼5月出口額232億美元
- Down 5.73% from a year earlier
- Imports totaled US$24.81 billion
- Up 22.16% year on year
- 今年1至5月累計順差40.3億美元
- A sharp decline from US$15.38 billion in the same period last year
- International oil prices fall below US$75 a barrel

## After Akio Yaita is assaulted, Lai Ching-te says violence must not be used to silence people

- Published: 2026-07-08T16:41:16+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202607080218.aspx
- anchor: #n1362119
- Companies mentioned: 印太戰略智庫、民進黨、中國共產黨

Facts:
- 374 Taiwanese have experienced disappearance, detention for questioning, restrictions on their personal freedom or similar situations after traveling to China

## Chiayi City’s Science 168 Education Expo opens July 17, sparking innovative thinking

- Published: 2026-07-08T16:40:14+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080217.aspx
- anchor: #n1362107
- Companies mentioned: 嘉義市、興嘉國小、民生國中、民族國小、林森國小、嘉義國中、玉山國中、嘉義高工、嘉義高中、永慶高中、嘉義市女童軍會、嘉義大學、嘉義文創園區、垂楊國小、星空電影院

Facts:
- The 22nd Science 168 Education Expo
- 44 themed activity stations planned
- 116 science education sessions
- From the 17th to the 21st
- From 8:30 a.m. daily
- Extended until 8 p.m.

## 中聯油品 case: Huang Kuo-chang urges the central government to immediately establish an “Oil Questions, Answers Guaranteed” platform

- Published: 2026-07-08T16:40:12+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202607080216.aspx
- anchor: #n1362108
- Companies mentioned: 中聯油品、民眾黨、頂新

Facts:
- 1,300 metric tons of tainted oil entered the market

## Cathay Pacific plane from Hong Kong briefly loses contact over Romania; NATO scrambles fighter jets to identify it

- Published: 2026-07-08T16:40:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202607080215.aspx
- anchor: #n1362109
- Companies mentioned: 国泰航空、空中巴士、北约

Facts:
- Can carry up to 334 passengers

## Another vessel attacked in the Strait of Hormuz; 4 oil and gas carriers turn back

- Published: 2026-07-08T16:39:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080214.aspx
- anchor: #n1361985
- Companies mentioned: 卡達能源公司、阿布達比國家石油公司、日本郵船、印尼國營石油公司

Facts:
- At least 4 oil tankers and natural gas carriers
- Carrying 2 million barrels of crude oil loaded in Kuwait last weekend
- At least 16 shipments of liquefied natural gas from Ras Laffan
- The 2 export hubs ship an average of about 7 million metric tons of cargo each month
- More than 10 had accumulated by early July
- More than 50 ballast ships controlled by 卡達能源公司 and 阿布達比國家石油公司 are currently in the area
- Some vessels have had their Automatic Identification System signals switched off for more than 10 days

## Meta launches its first AI image-generation model, Muse Image, in Taiwan

- Published: 2026-07-08T16:38:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ait/202607080213.aspx
- anchor: #n1361986
- Companies mentioned: Meta、Meta Superintelligence Labs、Instagram、WhatsApp、Facebook、Facebook Marketplace

Facts:
- More than 30 new AI effects

## Typhoon Bavi approaches; Keelung yachts hauled ashore as Hsieh Kuo-liang inspects pumping stations

- Published: 2026-07-08T16:31:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080212.aspx
- anchor: #n1361877
- Companies mentioned: 亞果公司

Facts:
- 32 yachts will be hauled ashore for typhoon protection
- Completed work on 6 municipally managed drainage channels, including the Dawulun River
- The channels stretch 38.58 kilometers in total, and 732 cubic meters of silt have been cleared
- A total of 11,948 meters of stormwater drainage culverts and pipes have been cleared of silt
- Weeds cleared along 4,800 meters
- 16 pumping stations, including the Dunan station, along the Keelung River
- 7 pumping stations in the urban area, including the East 4 station
- The city government has prepared 6 large mobile water pumps

## Central Taiwan business forum brings together leaders from 5 counties and cities in Changhua

- Published: 2026-07-08T16:30:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080211.aspx
- anchor: #n1361878
- Companies mentioned: 中區聯誼會

Facts:
- 2026 Central Taiwan Business Forum

## 嘉義海淡廠 passes environmental review, pledges quarterly oyster-farming surveys

- Published: 2026-07-08T16:28:59+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080210.aspx
- anchor: #n1361879
- Companies mentioned: 嘉義海淡廠、經濟部水利署南區水資源分署、自來水公司、台鹽通霄精鹽廠

Facts:
- About 6 hectares of newly reclaimed land north of the outer harbor area at Chiayi’s Budai Port
- A seawater desalination plant with a production capacity of 100,000 cubic meters per day will be built
- Production is expected to begin upon completion in ROC year 121

## Chiayi drone delivery project to pass inspection by the end of July, a first for commercial operations in Taiwan

- Published: 2026-07-08T16:23:57+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080209.aspx
- anchor: #n1361873
- Companies mentioned: 嘉義亞創無人機物流計畫、中華電信、點點全球股份有限公司、金屬工業研究發展中心、蝦皮購物平台

Facts:
- After 1 year of testing
- Using 3 multirotor drones

## Truck rear-ends another vehicle on the Hsinchu section of National Freeway 1; 1 injured and taken to hospital, traffic backs up 4 kilometers

- Published: 2026-07-08T16:21:55+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202607080208.aspx
- anchor: #n1361851
- Companies mentioned: 國道1號、新竹市消防局、國道公路警察局、第2公路警察大隊楊梅分隊、中央社

Facts:
- Traffic behind the crash backed up about 4 kilometers
- The injured person was a man surnamed Chou, about 43 years old
- A 5-centimeter laceration on his right knee

## Carcinogens in oil exceed limits; KMT city councilors in Taichung call for higher penalties for delayed reporting

- Published: 2026-07-08T16:19:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080207.aspx
- anchor: #n1361852
- Companies mentioned: 中聯油脂

Facts:
- Substantially raise the fine for violations to a maximum of NT$30 million

## US launches another airstrike on Iran; NATO secretary-general says it was absolutely necessary

- Published: 2026-07-08T16:18:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080206.aspx
- anchor: #n1361853
- Companies mentioned: 北大西洋公约组织、NATO、Mark Rutte、Donald Trump、Vladimir Putin

## 冠星-KY aims to earn 1 share capital this year, plans acquisitions to expand into downstream apparel

- Published: 2026-07-08T16:17:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080205.aspx
- anchor: #n1361854
- Companies mentioned: 冠星-KY、Adidas、GAP、A&F、American Eagle Outfitters、Alo Yoga

Facts:
- Earned just NT$1.73 per share for the full year
- 冠星’s after-tax earnings per share rose to NT$7.73 in 2025
- 冠星 just reported revenue of NT$4.147 billion for the first half
- Up 11.7% year on year
- First-quarter net profit attributable to the parent company was NT$98.71 million
- Up 26.4% year on year
- Quarterly earnings per share reached NT$2.59

## Australian expert: Missile test confirms China threat is real, exposes Beijing’s manipulation of perceptions

- Published: 2026-07-08T16:17:47+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080204.aspx
- anchor: #n1361846
- Companies mentioned: 澳洲羅伊國際政策研究院、衛報、世紀報、雪梨晨驅報

Facts:
- China test-fired a missile toward the Pacific on the 6th

## Three major institutional investors sell a net NT$42.93 billion in Taiwan stocks

- Published: 2026-07-08T16:10:45+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080203.aspx
- anchor: #n1361840

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

## Former Changhua township representative sentenced to 7 years for pressuring township office to obtain land brokerage benefits; sentence final

- Published: 2026-07-08T16:07:42+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202607080202.aspx
- anchor: #n1361792
- Companies mentioned: 彰化縣、彰化縣花壇鄉民代表會、最高法院、台灣高等法院台中分院、中央社

Facts:
- Received more than NT$930,000 in illegal benefits
- Courts at all levels upheld the 7-year prison sentence
- Land-sale brokerage commission of NT$933,435

## Taiwan stocks rise 255 points to test the monthly moving average; cautious trading sends turnover to its lowest level since 4/29

- Published: 2026-07-08T16:06:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080201.aspx
- anchor: #n1361793
- Companies mentioned: 台積電、國巨、聯發科、台達電、聯電、景碩、南電、欣興、台光電、聯茂、台燿、長榮航太、邑錡、研華、雷虎、漢翔、信驊、川湖、穎崴、聯亞、均華、南亞科、兆豐國際投顧

Facts:
- Taiwan stocks rose 255.3 points today, lifted by a late-session rally in 台積電 and strength in drone stocks
- Closing at 45,734.41 points
- Trading value falls below NT$1 trillion
- Rose to 45837.12 points in early trading
- Up 358 points
- Trading value of NT$958.346 billion
- Electronics stocks rise 0.44%
- Financial stocks rose 1.56%
- Plastic stocks surge 6.01%
- The Taipei Exchange index edges up 0.46%
- 台積電 rallies sharply late in the session, closing at NT$2465
- Up NT$25

## Kaohsiung woman sprays fire extinguisher wildly, causes disturbance at library; faces referral for suspected public endangerment

- Published: 2026-07-08T16:03:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202607080200.aspx
- anchor: #n1361794

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.

## Man charged with murder after allegedly stabbing ex-girlfriend to death on the street over failed reconciliation

- Published: 2026-07-08T16:02:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202607080199.aspx
- anchor: #n1361785
- Companies mentioned: 中央社

Facts:
- On March 27, 115, a man surnamed Chen waited with a knife at the apartment building where a woman surnamed Ba rented a home

## TEL台灣 collects more than 10,000 boxes of food in 8 years to share the love

- Published: 2026-07-08T16:01:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080198.aspx
- anchor: #n1361786
- Companies mentioned: TEL台灣、1919食物銀行、亞威科技、蓋瑞科技、宜華科創、忠創科技、卓凌科技、紀陽工程、汎銓科技、翔研科技、群創力科技、台灣華爾卡國際、鑫鴻半導體、明科系統科技

Facts:
- More than 10,000 boxes collected over 8 years
- More than 2600 food boxes purchased
- Industry partners taking part this year grow to 12

## 荷蘭貿易部長會王文濤：正與中方合作處理安世爭端

- Published: 2026-07-08T15:58:32+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202607080197.aspx
- anchor: #n1361777
- Companies mentioned: 安世半導體、Nexperia、中國商務部、荷蘭貿易部

Facts:
- Representatives of more than 30 companies from both countries attended

## AI and semiconductor stocks lead declines; Japan stocks close lower for third straight session

- Published: 2026-07-08T15:54:30+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080196.aspx
- anchor: #n1361778
- Companies mentioned: 日經指數、東證股價指數

Facts:
- 日經指數 falls 1437.91 points, or 2.11%, at the close
- Closes at 66819.05 points
- 東證股價指數 falls 55.83 points, or 1.37%, at the close
- Closes at 4006.43 points

## Moroccan bishop accused of sexual harassment by 5 women; says he did nothing improper but temporarily steps aside

- Published: 2026-07-08T15:49:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080195.aspx
- anchor: #n1361779
- Companies mentioned: 摩洛哥拉巴特總教區、慈幼會、十字架報

Facts:
- At least 5 similar complaint documents have been received
- Currently 74 years old

## Delayed reporting of problematic cooking oil; Shih Chung-liang: establish direct communication channels with testing agencies

- Published: 2026-07-08T15:48:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080194.aspx
- anchor: #n1361780
- Companies mentioned: 中聯、泰山、福壽、福懋、大統益

Facts:
- 大統益 has a market share of 30% to 45%

## Typhoon Bavi approaches; ferry services to Green Island and Orchid Island suspend after noon as visitors are evacuated

- Published: 2026-07-08T15:43:23+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080193.aspx
- anchor: #n1361656
- Companies mentioned: 中央社、海巡署、航港局

Facts:
- 8 evacuation sailings to and from Taitung's outlying islands, carrying 86 people
- 1325 people stranded on Green Island
- 買氣比平日增加約3成

## Water main bursts on Chenggong 1st Road in Keelung, spraying like a fountain; Taiwan Water repairs it in 1 hour

- Published: 2026-07-08T15:37:21+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080192.aspx
- anchor: #n1361657
- Companies mentioned: 台灣自來水公司、台水公司

Facts:
- 80-millimeter-diameter water main
- Water service suspended to 1249 households in Ren'ai District

## Huisheng targets advanced packaging and glass substrate equipment; Fonda upbeat on low-altitude vehicles

- Published: 2026-07-08T15:35:19+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080191.aspx
- anchor: #n1361606
- Companies mentioned: 暉盛科技、富田電機

Facts:
- Semiconductor wafer manufacturing equipment poised for growth in 2027
- Commercial electric vehicle application products expected to enter small-batch production and shipment in the 4th quarter
- Volume production expected to ramp up in 2027

## Ivory whelk catch declines; Fisheries Research Institute releases more than 50,000 juveniles in Penghu

- Published: 2026-07-08T15:34:17+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080190.aspx
- anchor: #n1361607
- Companies mentioned: 農業部水產試驗所、澎湖漁業生物研究中心

Facts:
- More than 50,000
- Price approaches NT$1,000 per kilogram

## Salad oil food safety issue: Green Party Taipei and New Taipei mayoral candidates call for central-local coordination

- Published: 2026-07-08T15:33:15+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080189.aspx
- anchor: #n1361608
- Companies mentioned: 中聯油脂

Facts:
- Kaohsiung City has now traced the issue to the 3rd tier

## Pingtung traces problematic oil and products; 6389.9 kilograms preventively pulled from shelves

- Published: 2026-07-08T15:30:13+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080188.aspx
- anchor: #n1361600
- Companies mentioned: 台灣有明食品公司

Facts:
- A total of 6389.9 kilograms were preventively pulled from shelves
- A total of 33 products, including sauces and soup stock
- Supplied to 35 downstream businesses
- A total of 69 businesses inspected

## Super Typhoon Bavi approaches; Taipei expects heaviest rain from 8 p.m. on 7/10

- Published: 2026-07-08T15:28:10+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080187.aspx
- anchor: #n1361601
- Companies mentioned: 台北市政府、中央氣象署、台北市災害應變中心

Facts:
- The radius of the storm reached 380 kilometers
- A radius of 350 kilometers
- Gusts of 10 to 13 on the Beaufort scale possible in low-lying areas
- Hourly rainfall could reach 20 to 50 millimeters
- Accumulated rainfall in low-lying areas during this period is forecast to reach a maximum of 400 millimeters
- Continuous bursts of short-duration heavy rain near the eyewall could last 3 to 5 hours

## Cathay Financial's inspection scope expands; Peng Jinlong: clarify reporting mechanism for interested parties

- Published: 2026-07-08T15:26:08+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080186.aspx
- anchor: #n1361595
- Companies mentioned: 國泰投信、國泰金控、國泰世華銀、世芯-KY、證交所

Facts:
- Compensation totaled NT$948 million
- Total compensation to investors is about NT$494 million
- About 50,500 beneficiaries
- Discretionary account compensation totals NT$454 million

## 中國 test-fires missile; 吐瓦魯: Do not turn the Pacific into a weapons testing ground

- Published: 2026-07-08T15:20:06+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080185.aspx
- anchor: #n1361571
- Companies mentioned: 吐瓦魯、中國、中共解放軍海軍、索羅門群島、諾魯、澳洲、太平洋島國論壇、巴布亞紐幾內亞、東加王國、薩摩亞、斐濟、澳洲廣播公司、遠望5號

Facts:
- Launches 1 submarine-launched strategic missile carrying a "training simulation warhead"
- Seeking support from 18 member states

## 中聯油品 case: Chiang Wan-an urges preservation of evidence and investigation by prosecutors and investigators

- Published: 2026-07-08T15:18:04+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080184.aspx
- anchor: #n1361572
- Companies mentioned: 中聯油品、衛福部食藥署、中央政府

Facts:
- Issues involving the flow of 1300 metric tons
- Standard requiring products containing more than 20% of the affected soybean salad oil to be pulled from shelves

## Chiayi County residents use senior and disability cards for free workouts at 水上鄉全民運動館

- Published: 2026-07-08T15:16:50+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080181.aspx
- anchor: #n1361575
- Companies mentioned: 嘉義縣、水上鄉全民運動館

Facts:
- Use 30 points on the card to work out free for 1 hour at 水上鄉全民運動館
- County government provides 1000 points per month on senior cards for older residents in low-lying areas

## Typhoon Bavi impact: Keelung-Matsu ferry route suspended from 7/9 to 7/11

- Published: 2026-07-08T15:15:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080183.aspx
- anchor: #n1361573
- Companies mentioned: 中央社、中央氣象署、交通部航港局

Facts:
- Keelung-Matsu route suspended from the 9th to the 11th
- Services in eastern Taiwan fully suspended from this afternoon through the 11th
- Kaohsiung-Penghu route's originally scheduled 10th sailing moved up to 11 a.m. on the 9th

## 派拉蒙 acquisition of 華納兄弟 faces new uncertainty; Oregon plans to ask court for 60-day delay

- Published: 2026-07-08T15:15:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080182.aspx
- anchor: #n1361574
- Companies mentioned: 派拉蒙、華納兄弟、甲骨文、川普

Facts:
- Oregon Attorney General says today the state will ask a court to pause 派拉蒙 (Paramount)'s $110 billion acquisition of 華納兄弟 (Warner Bros) for 60 days

## US media: Commerce Department completes AI risk review; GPT-5.6 could see broader rollout

- Published: 2026-07-08T15:12:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607080180.aspx
- anchor: #n1361580
- Companies mentioned: OpenAI、Axios、路透社

Facts:
- Evaluation lasting up to 30 days

## July electronic futures fall; financial futures rise

- Published: 2026-07-08T15:05:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080179.aspx
- anchor: #n1361461

Facts:
- Taipei stocks rose 255.30 points today
- Closed at 45734.41 points
- July electronics futures close at 2925 points
- Down 15.45 points
- Backwardation of 0.35 points
- July financial futures close at 3158.20 points
- Up 30.40 points
- Backwardation of 26.71 points
- August electronics futures close at 2950 points
- Down 10 points
- Electronics spot market closes at 2925.35 points
- Up 12.68 points
- Financial spot market closes at 3184.91 points
- Up 49.06 points

## July Taiwan stock index futures fall 131 points

- Published: 2026-07-08T15:03:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080178.aspx
- anchor: #n1361462
- Companies mentioned: 台灣期貨交易所

Facts:
- Taipei stocks closed up 255.30 points today
- Closed at 45734.41 points
- July Taiwan index futures close at 45564 points, down 131 points
- Compared with the spot market, backwardation stands at 170.41 points
- July futures at 45695 points
- August futures at 45978 points
- 成交金額新台幣9583.46億元
- Trading volume of 72,959 contracts
- 1,343 lots traded

## Supplementary admissions for specialized high school programs continue; 47 schools offer 2,777 slots

- Published: 2026-07-08T15:02:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080177.aspx
- anchor: #n1361455
- Companies mentioned: 教育部

Facts:
- 47 schools
- 2,777 slots
- 861 students
- 684 students
- 608 students
- 360 students

## 中聯油品案 高雄再增29家西堤、陶板屋、旭集等中鏢

- Published: 2026-07-08T15:00:47+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080176.aspx
- anchor: #n1361456
- Companies mentioned: 中聯油品、西堤、陶板屋、旭集、漢來、王品、饗賓、全聯、泰山

Facts:
- A total of 49 downstream businesses used the tainted oil products
- Some oil products sold at 全聯’s 161 Kaohsiung stores have all been removed from shelves
- Inspections have been conducted at 1,449 locations, including food courts, restaurants, markets and night market districts
- 227 more businesses inspected

## Hsinchu City raises hourly pay for public kindergarten childcare staff; extended-care service set at NT$480 per hour

- Published: 2026-07-08T14:53:45+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080175.aspx
- anchor: #n1361448
- Companies mentioned: 新竹市政府、教育部、中央社

Facts:
- Raised from NT$400 to NT$480 per hour
- Monthly cost is just NT$1,540
- Monthly fee is NT$2,000 during winter and summer vacations

## 台積電 stages a late-day rally; Taiwan stocks close up 255 points, nearing the monthly moving average

- Published: 2026-07-08T14:50:43+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607080174.aspx
- anchor: #n1361449
- Companies mentioned: 台積電、國巨、景碩、南電、欣興、台光電、聯茂、台燿

Facts:
- Taiwan stocks closed up 255.3 points today
- Closing at 45,734.41 points
- Neared the monthly moving-average level of about 45,762 points
- 台積電 rallies sharply late in the session, closing at NT$2465
- Up NT$25
- Up 1.02%

## 公視’s Arts Is Interesting explores Taiwan stories told by migrant workers in their native languages

- Published: 2026-07-08T14:50:41+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acul/202607080173.aspx
- anchor: #n1361430
- Companies mentioned: 公視、移民工文學獎、婦女及新住民培力中心

Facts:
- 公視’s latest episode of “Arts Is Interesting” has premiered

## High-tech industries drive down vacancy rate in Shenzhen’s Grade A office buildings

- Published: 2026-07-08T14:49:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202607080172.aspx
- anchor: #n1361431
- Companies mentioned: 仲量聯行、戴德梁行

Facts:
- 第2季較第1季滑落1個百分點
- Down about 1.5 percentage points cumulatively from the end of 2025
- Rents for Shenzhen Grade A office buildings fell about 3.4% cumulatively in the first half of this year
- The decline in the second quarter was 1%

## Long-service bonuses for teachers in remote areas spark problems; counties and cities call for local flexibility

- Published: 2026-07-08T14:48:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607080171.aspx
- anchor: #n1361432
- Companies mentioned: 教育部、台南市教育局、國民及學前教育署、國教署

Facts:
- Teachers who serve 8 years at schools in extremely remote areas receive a one-time payment of NT$150,000
- The payment for 8 years in a specially remote area is NT$100,000
- The payment for 8 years in a remote area is NT$70,000

## Typhoon Bavi approaches; Chiang Wan-an: Complete preparations 48 hours before landfall

- Published: 2026-07-08T14:46:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080170.aspx
- anchor: #n1361433
- Companies mentioned: 台北市、中央社

Facts:
- Complete preparations 48 hours before the typhoon makes landfall
- On the 6th, 150 bags were placed in advance at the Jinlong Village office
- Another 300 bags will be delivered to Jinlong Village today

## New Taipei’s Gongliao abalone farmed with purple sea urchins to boost winter and summer income and ease harvesting pressure

- Published: 2026-07-08T14:46:32+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202607080169.aspx
- anchor: #n1361434
- Companies mentioned: 新北市政府、新北市府農業局、萬里蟹

Facts:
- Cumulative agricultural and fishery output value has topped NT$4.1 billion
- 820,000 abalone spat
- 40,000 cuttlefish fry
- 27,000 purple sea urchin juveniles
- 1,000 horse dung sea urchin juveniles
- 199,000 marine fish fry (black porgy, yellowfin seabream, yellowfin seabream, white-streaked grouper, Malabar grouper, barred knifejaw, spotted knifejaw, and others)
- The survival rate before release reached 95%

## Typhoon Bavi approaches; a roundup of transportation and event changes across Taiwan

- Published: 2026-07-08T13:56:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607085002.aspx
- anchor: #n1361447
- Companies mentioned: 中華航空、國泰航空

Facts:
- This year’s No. 9 super typhoon
- Closest to Taiwan on the 10th and 11th
- Changes to bookings made by July 31 will be exempt from ticket-change fees
- Rescheduled departure dates must be before Aug. 31
- The 115 academic year’s subject-based test, originally scheduled for July 11 and 12
- Postponed to July 13 and 14
- Taipei Film Festival awards ceremony postponed to the 12th
- Crowd Lu’s concert at Taipei Music Center postponed to the 13th
- Postponed to the 19th
- Tentatively postponed to the 26th
- Postponed to the 18th

## Could Musk’s Terafab shake up the global semiconductor equipment market? UBS estimates US$135 billion in purchases over 5 years

- Published: 2026-07-08T16:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526819
- anchor: #n1361885
- Companies mentioned: Tesla、SpaceX、UBS、TSMC、Samsung、Micron Technology、Intel

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.

## 營收速報 - 緯創(3231)6月營收3,218.22億元年增率高達53.85％

- Published: 2026-07-08T16:20:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527136
- anchor: #n1361886

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: 2026-07-08T16:20:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527056
- anchor: #n1361887

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: 2026-07-08T16:14:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527094
- anchor: #n1361888
- Companies mentioned: 輝達、台積電

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: 2026-07-08T16:13:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527084
- anchor: #n1361889
- Companies mentioned: Gap、Old Navy

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: 2026-07-08T16:11:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527099
- anchor: #n1361890
- Companies mentioned: 台興電子

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: 2026-07-08T16:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526295
- anchor: #n1361891
- Companies mentioned: OpenAI、Anthropic、Palantir、Ramp、Revelio Labs、Uber、Microsoft、Goldman Sachs

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: 2026-07-08T16:06:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527085
- anchor: #n1361892
- Companies mentioned: 益鼎創業投資

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: 2026-07-08T16:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527059
- anchor: #n1361893
- Companies mentioned: SK海力士、三星電子

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: 2026-07-08T15:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526943
- anchor: #n1361894

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.

## 快蘋果1個月！谷歌Pixel 11系列8月12日發表 全球首發採台積電2奈米製程自研晶片Tensor G6

- Published: 2026-07-08T15:40:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527005
- anchor: #n1361895
- Companies mentioned: 台積電、アップル、高通、联発科

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: 2026-07-08T15:39:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6527057
- anchor: #n1361896
- Companies mentioned: SpaceX、台積電、摩根大通、亞馬遜、國巨、環球晶、景碩、富鼎、台達電、鴻海、奇鋐、金像電、京元電、啟碁、昇達科、康舒、同欣電、全新、穩懋、創意、臻鼎-KY、南電、智邦、京鼎、瑞昱、華邦電

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.

## 全球供應鏈金融達2.65兆美元！CRIF揭跨境金融「三層防護網」重塑信任 解4大痛點

- Published: 2026-07-08T15:28:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526944
- anchor: #n1361897
- Companies mentioned: LexisNexis、博士旺創新（BaaS）

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: 2026-07-08T15:21:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526985
- anchor: #n1361898
- Companies mentioned: 台积电、联电、广达、鸿海、台达电、联发科、日月光、南亚、台化、台塑化、台塑、联亚、上诠、波若威、光环、前鼎、统新、华星光、景碩、南电、欣兴、台燿、联茂、臻鼎-KY、华通、台光电、金像电

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: 2026-07-08T15:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526942
- anchor: #n1361899
- Companies mentioned: Anthropic、Morgan Stanley、Goldman Sachs、CFRA

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: 2026-07-08T14:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526941
- anchor: #n1361900
- Companies mentioned: SK海力士、サムスン、美光、輝達、ASML、SpaceX、沙烏地阿美

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: 2026-07-08T14:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526760
- anchor: #n1361901
- Companies mentioned: Anthropic、Tesla

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：2026年下半年台股展望 AI驅動基本面續強 留意通膨與地緣政治變數

- Published: 2026-07-08T14:44:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6521926
- anchor: #n1361902
- Companies mentioned: 野村投信

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.

## Hot stocks: Optical communications shares rebound in unison after steep losses; Eoptolink and Accelink hit limit-up

- Published: 2026-07-08T14:31:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526963
- anchor: #n1361903
- Companies mentioned: 輝達、波若威、光環、統新、前鼎、華星光

Optical communications stocks rebounded amid AI demand and advances in CPO technology. 聯亞 and 上詮 briefly hit the limit-up, drawing market attention.

## Tainted Brazilian beans allegedly “mixed” in? Three-tier quality controls fail? Shih Chung-liang pledges reforms, including mandatory third-party sampling and a whistleblower clause

- Published: 2026-07-08T14:29:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526945
- anchor: #n1361904

台灣爆發致癌油品事件，立法院質疑現行「三級品管」制度失效，因業者隱匿5月異常檢測結果。衛福部長石崇良承諾改革，將導入第三方強制抽驗與追蹤者條款，強化食品安全監管。

## 威剛 acquisition boosts 琉園, sending shares soaring to the daily limit on a surge in volume

- Published: 2026-07-08T14:27:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526931
- anchor: #n1361905
- Companies mentioned: 威剛、琉園

威剛宣布以每股24元收購琉園，總額2.4億至6億元。琉園股價應聲漲停，創兩個半月新高。此舉象徵科技與文創的跨界整合。

## 〈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: 2026-07-08T14:26:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526949
- anchor: #n1361906
- Companies mentioned: 台灣房屋集團、中工、亞太工商聯

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.

## 三星財報亮眼卻是「循環盡頭」 大摩唱衰估值再殺四成

- Published: 2026-07-08T14:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526751
- anchor: #n1361907
- Companies mentioned: 摩根士丹利、輝達、微軟、Google

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: 2026-07-08T14:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526836
- anchor: #n1361908
- Companies mentioned: GIC、フィデリティ・インターナショナル、ブラックロック、メルセデス・ベンツグループ、オークツリー・キャピタル、中国太平洋保険、広発ファンド、华夏基金、蘇州高速、兆易創新、CIC、ADIA、CPPIB、シュローダー、テマセク、JPモルガン、ゴールドマン・サックス、UBS、寧徳時代、NVIDIA、テスラ、商湯科技、華為

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: 2026-07-08T14:09:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526917
- anchor: #n1361909
- Companies mentioned: 中聯油脂

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: 2026-07-08T14:04:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526922
- anchor: #n1361910

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.

## Tainted oil incident has no impact: 饗賓 to open Taichung’s first 旭集 as scheduled, optimistic that annual sales per location will exceed NT$500 million

- Published: 2026-07-08T14:02:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526865
- anchor: #n1361911
- Companies mentioned: 高聖泰公司

饗賓旗下日式 Buffet 旭集將於台中大遠百開設第 8 家分店，預估單店年營收破 5 億元，不受癌油事件影響。

## Strong demand indeed: 百容’s second-quarter revenue hits record high for the same period, semiconductor applications account for 50.4%

- Published: 2026-07-08T13:57:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526915
- anchor: #n1361912
- Companies mentioned: 大立光 (3008-TW)

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: 2026-07-08T13:43:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526898
- anchor: #n1361913
- Companies mentioned: SUEZ、NALCO、Thermo Fisher、三菱化学、国統、李長榮、集盛、鋒霈環境、環鼎、信諾、儀展、捷騰、祥泰、銘祥

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: 2026-07-08T13:41:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526905
- anchor: #n1361914
- Companies mentioned: 輝達、CSP廠、系統廠

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: 2026-07-08T13:38:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526861
- anchor: #n1361915
- Companies mentioned: 台湾証券取引所

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: 2026-07-08T13:37:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526744
- anchor: #n1361916
- Companies mentioned: 聯電

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: 2026-07-08T13:34:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526677
- anchor: #n1361917
- Companies mentioned: Intel、SoftBank、SAIMEMORY

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: 2026-07-08T13:21:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526847
- anchor: #n1361918
- Companies mentioned: Apple、群智諮詢（Sigmaintell）

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: 2026-07-08T13:18:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526279
- anchor: #n1361919
- Companies mentioned: VanEck、SemiAnalysis

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: 2026-07-08T13:14:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526834
- anchor: #n1361920
- Companies mentioned: 貝萊德投信

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: 2026-07-08T13:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526251
- anchor: #n1361921
- Companies mentioned: 輝達、蘋果、微軟、Alphabet、亞馬遜、博通

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: 2026-07-08T13:09:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526839
- anchor: #n1361922

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: 2026-07-08T13:04:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526837
- anchor: #n1361923
- Companies mentioned: Microsoft、Apple、NVIDIA、Alphabet、Amazon、Meta、Tesla

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: 2026-07-08T13:02:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526835
- anchor: #n1361924
- Companies mentioned: SpaceX、D-Link

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: 2026-07-08T13:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526808
- anchor: #n1361925
- Companies mentioned: Perplexity、Intel、AMD、OpenAI、Anthropic、Oracle

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: 2026-07-08T13:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526748
- anchor: #n1361926
- Companies mentioned: 蘋果、台積電

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: 2026-07-08T12:58:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526838
- anchor: #n1361927

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: 2026-07-08T12:57:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526791
- anchor: #n1361928
- Companies mentioned: 台塑化、台化、南亞科技、南電

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.

## 董座喊話不用太在意「秒填息」 緯創除息秀閃填息3成 早盤翻黑跌逾3%

- Published: 2026-07-08T12:43:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526798
- anchor: #n1361929

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: 2026-07-08T12:40:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526675
- anchor: #n1361930
- Companies mentioned: Perplexity、Starburst、Redpanda

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: 2026-07-08T12:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526579
- anchor: #n1361931

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: 2026-07-08T12:28:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6526280
- anchor: #n1361932
- Companies mentioned: Deutsche Bank、J.P. Morgan、Raymond James、Stifel、Morgan Stanley、Bernstein、Citi、MoffettNathanson

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.