Typhoon Bavi impact: 7/11海運 suspends service on 13 routes, 116 sailings
Summary not yet available
Facts
- 13 routes
- 116 sailings
- 600 kilometers
- 26 kilometers per hour
Companies mentioned：7/11海運
2026-07-10 18:00–21:00 JST
288 received, 288 listed, 4 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Japan, 173 items from 1 source; Taiwan, 115 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 中央社 CNA (continued)（54）
Typhoon Bavi approaches; Yunlin County suspends work and classes on 7/11
Summary not yet available
Facts
- 雲林縣政府 announced a work and class suspension on the 11th
Companies mentioned：雲林縣政府、中央氣象署
Typhoon Bavi approaches; land warning extended to Changhua and Matsu
Summary not yet available
Facts
- Warning area expanded to 14 counties and cities
- Center located at 22.3 degrees north latitude
- About 600 kilometers east of Eluanbi
- Moving at 26 kilometers per hour
- Maximum sustained winds near the center of 43 meters per second
- About 155 kilometers per hour
- Radius of 7-level winds: 380 kilometers
- Radius of 10-level winds: 180 kilometers
Companies mentioned：中央氣象署
The Guardian reveals US company entered Greenland without a permit, coveted oil fields and threatened wetland ecology
Summary not yet available
Facts
- Valued at as much as US$1 trillion underground
- Drilling equipment filling 300 shipping containers
- Invested US$60 million
Companies mentioned：格陵蘭能源、The Guardian、北大西洋条約機構
Illegality alleged in recall petition signatures; all 11 defendants at 國民黨's Tainan City branch receive suspended sentences
Summary not yet available
Facts
- Pay NT$600,000 into the public treasury
- Ordered released on NT$200,000 bail
Companies mentioned：國民黨、民進黨
Typhoon Bavi approaches; Miaoli County suspends work and classes on 7/11
Summary not yet available
Facts
- Work and classes suspended across the county tomorrow (the 11th)
Companies mentioned：苗栗縣政府、中央氣象署
Typhoon Bavi approaches; Pingtung County suspends work and classes on the 11th
Summary not yet available
Companies mentioned：屏東縣政府
Typhoon Bavi approaches; Taoyuan's Fuxing District begins precautionary evacuations
Summary not yet available
Facts
- 204 people in debris-flow-prone areas covered by protection plans
- 473 people in large-scale landslide areas covered by protection plans
- A total of 677 people from 151 households
- In Fuxing District, 204 people from 54 households in debris-flow-prone areas are covered by protection plans
- A total of 473 people from 97 households in large-scale landslide areas are covered by protection plans
Japan's biggest bankruptcy of 2026: payment processor 全東信 owes NT$24.9 billion
Summary not yet available
Facts
- The company's total liabilities reached about 125.9 billion yen
- About NT$24.9 billion
- The number of franchise stores once reached 200,000
- 63 financial institutions still hold unrecovered loans to 全東信
- 378 government and financial institution locations nationwide
- About 17 billion yen falsely reported
- About NT$3.3 billion
- Original積欠加盟店的217億日圓款項
- About NT$4.3 billion
- About 20,000 transactions
- Transaction value reached about 5.3 billion yen
- About NT$1 billion
Companies mentioned：全東信、日本放送協會（NHK）、產經新聞、讀賣新聞、東京商工調查公司（Tokyo Shoko Research）、日本政策金融公庫
Typhoon Bavi approaches; Shimen Reservoir releases water for regulation
Summary not yet available
Facts
- Regulatory water release at 458 cubic meters per second
- Spillway discharge could begin at 8 a.m. tomorrow
Companies mentioned：經濟部水利署、北區水資源分署
Solomon Islands foreign minister visits China despite protests over missile test
Summary not yet available
Facts
- Original索羅門群島外交和外貿部長何瑞朗（Rick Houenipwela）10日起訪中6天
- Since China and Solomon Islands established diplomatic relations in 2019
Companies mentioned：索羅門群島、中國、美國
Typhoon Bavi approaches; tree hits car in Taichung, police urge 3 people to leave after watching waves
Summary not yet available
Facts
- Rainfall in Taichung's mountainous areas is forecast to reach 250 to 450 millimeters
- Issued 3 warning notices
- Affected 2 passenger cars
Companies mentioned：台中市政府、清水警分局、公路局谷關工務段、中央氣象署
10 years after South China Sea arbitration, Philippine defense chief says legal victory must be turned into deterrence
Summary not yet available
Facts
- Gradually raise defense spending to 2% to 4% of gross domestic product (GDP)
Companies mentioned：Stratbase研究所
Taipei closes floodgates at 4 p.m.; announces at 8 p.m. whether work and classes will be suspended on 7/11
Summary not yet available
Facts
- 4 p.m.
- 8 p.m.
- 77 schools
Companies mentioned：台北市政府、中央社
AI boom continues; overtime hours in 電子零組件 hit a 47-year high for the first 5 months of the year
Summary not yet available
Facts
- Original5月底全體受僱員工人數857.3萬人
- Average total working hours: 166.1 hours
- Average overtime: 9.2 hours
- Manufacturing workers averaged 17.7 overtime hours in the first 5 months of this year
- 電子零組件: 28.8 hours
- 電腦電子光學製品製造業: 16.8 hours
Companies mentioned：電子零組件、電腦電子光學製品製造業
Typhoon Bavi approaches; Tainan City suspends work and classes on 7/11
Summary not yet available
Facts
- Maximum coastal gusts of 9 to 10 on the wind scale from tonight through tomorrow
Companies mentioned：台南市政府、中央氣象署
Trump leaves Turkey aboard older Air Force One; reports say new aircraft lacks anti-missile capability
Summary not yet available
Facts
- 波音 must deliver and provide support over the next 40 years
Companies mentioned：波音、卡達
Typhoon Bavi approaches; work and classes suspended in 5 Alishan-area townships in Chiayi from the evening of 7/10
Summary not yet available
Facts
- Forecast cumulative rainfall of 250 to 400 millimeters
- Work and classes suspended starting at 6 p.m. today
Real regular wages rose 1.27% year over year in the first 5 months, biggest increase in 6 years
Summary not yet available
Facts
- Real regular wages rose 1.27% year over year
- Original5月全體受僱員工經常性薪資平均數為新台幣4萬9216元
- Up 2.95% year over year
- Non-regular pay, including bonuses and overtime, was NT$13,363
- Average total salary was NT$62,579
- Up 0.94% year over year
- Original5月經常性薪資中位數為3萬9426元
- Up 3.14% year over year
- Real regular salary averaged NT$44,128 in the first 5 months of this year
- Up 1.27% year over year
- The year-over-year increase in real total wages in the first 5 months was 1.37%
- Below the 1.67% increase in the same period last year
Companies mentioned：主計總處
Former Taoyuan Economic Development Bureau Director Zhu Songwei’s corruption case ends with final 10-year, 4-month sentence
Summary not yet available
Facts
- Sentenced to 10 years and 4 months
- Sentenced to 13 years in the first trial
- Illegally claimed NT$120,000 in special expenses
- Less than NT$50,000
Companies mentioned：桃園市經濟發展局
11-month-old baby girl dies of malnutrition; Taichung mother charged with fatal abuse
Summary not yet available
Facts
- Her 11-month-old younger daughter
- They have 3 children.
- From January to August in ROC year 114
- At around 7 a.m. on Aug. 7, 114
Companies mentioned：台中市政府社會局
SK海力士’s U.S. stock market debut lifts AI concept stocks; most Asian markets close higher, with South Korean stocks leading gains
Summary not yet available
Facts
- SK海力士 raises about US$26.5 billion through American depositary receipts (ADRs)
- SK海力士 prices its ADRs at US$149 per share
Companies mentioned：SK海力士、三星電子、軟銀集團、東京威力科創、愛德萬測試
Original颱風巴威襲台 中央災害應變中心統計釀5傷
Summary not yet available
Facts
- Typhoon Bavi leaves 5 injured
- A total of 2,050 people evacuated across Taiwan
- A total of 416 people are in shelters
- Hualien County has the most, with 374 people
- Giant waves reaching 8.6 meters
- Strong gusts of 12 or higher on the Beaufort scale
Companies mentioned：中央災害應變中心、內政部、氣象署、中央社
Typhoon Bavi approaches; Kinmen expected to activate Level Three disaster response center on the 11th
Summary not yet available
Facts
- Kinmen County Disaster Response Center expected to activate at Level Three tomorrow morning
- The afternoon of the 11th through the 12th is the period requiring the most attention
Companies mentioned：台電、中華電信
Fujian Jinjiang shoe factory fire kills 28; mayor bows in apology
Summary not yet available
Facts
- The fire killed 28 people
- The factory had 237 employees and 2 outside visitors
- Rescuers evacuated 213 people from the scene
- The factory building was a reinforced-concrete structure, with a single-floor area of 1,300 square meters
Companies mentioned：輝騰鞋業有限公司
Smoke fills passenger plane at Japan’s New Chitose Airport; power bank suspected again
Summary not yet available
Facts
- A total of 122 passengers and crew were on board
Companies mentioned：日本放送協會（NHK）、北海道機場公司（HAP）、泰國獅子航空（Thai Lion Air）
Spain wildfires kill at least 11, mostly believed to be foreigners; 19 missing
Summary not yet available
Facts
- At least 19 people are missing
- Four of the dead were found inside a right-hand-drive vehicle
- The remaining 7 are suspected to have died while trying to escape on foot through rugged terrain
- The incident also injured 8 people
Companies mentioned：安達盧西亞自治區政府、西班牙人民廣播網、國營西班牙國家電視台、中部瓜達拉哈拉、軍事應急部隊
Taiwan | 風傳媒（40）
Japan’s biggest bankruptcy case of 2026! Credit card payment collection giant “全東信” owes 100 billion yen, suspected of 20 years of financial fraud
Credit card processing giant 全東信 goes bankrupt with liabilities of about 125.9 billion yen, becoming Japan's largest corporate bankruptcy of 2026. Suspected financial misconduct and the impact on affiliated merchants are serious, prompting the government to announce emergency support.
Companies mentioned：東京商工リサーチ、日本政策金融公庫
Will Taipei, New Taipei, Keelung and Taoyuan have a typhoon day off tomorrow, 7/11? See which counties and cities across Taiwan are suspending work and classes; Hualien County has announced its decision! | Updates
Hualien County announced that work and classes will be suspended on July 11 because of the typhoon. Whether areas including Taipei, New Taipei, Keelung and Taoyuan will also have the day off is drawing attention. This is important, up-to-the-minute information for commuters and students across Taiwan.
Why does Costco milk keep so well? Experts reveal Kirkland’s “freshness secret”
Costco’s Kirkland private-label milk has a longer shelf life because of strict quality controls and low bacterial counts. Experts explain why it keeps well and clarify that the date on the label does not mean it must be discarded immediately.
Companies mentioned：Costco、The Takeout
The top 10 Chinese dramas on Netflix by viewership in the first half of 2026 revealed! 逐玉 and 耀眼 both lose to this show: a modern office worker enters a book and becomes a demon consort; a must-watch hit drama
Chinese dramas featured prominently among the top 10 Netflix Taiwan shows by viewership in the first half of 2026, including 逐玉, 冰湖重生, 熾夏 and 黑夜告白. This article analyzes their plots and reviews and offers a detailed ranking guide.
Idle engine factory gets a new lease on life! Mitsubishi teams up with Nvidia to mass-produce its own humanoid robots starting in 2027
Mitsubishi Motors is teaming up with AI startup Highlanders to repurpose an idle engine factory in Kyoto and mass-produce humanoid robots starting in 2027. Combining Nvidia AI with Japan’s precision manufacturing, the companies are seeking a share of the global market and responding to the labor crisis.
Companies mentioned：Highlanders、Nvidia、Tesla、Honda、Fuji Keizai Group
Will Yunlin have a typhoon day off tomorrow, 7/11? County government announces its decision! See which counties and cities across Taiwan are suspending work and classes
The Yunlin County Government announced whether a typhoon day off will be observed on July 11 and released a list of counties and cities across Taiwan suspending work and classes. The decision affects commuting residents and student safety and is a matter of significant public concern.
Will military service no longer require guard duty? Outsourcing of guards at 9 military academies starts at this time; military affairs page warns of a real national defense alarm: guarding the gates is not the point
Taiwan’s Ministry of National Defense announced a trial of outsourced guard duty at 9 military academies, with the first phase launching in September 2026. A military affairs page warned that this reflects not only a manpower shortage but also the collapse of society’s defense resilience—a warning that the country is in danger.
Will Miaoli have a typhoon day off tomorrow, 7/11? County government announces its decision! See which counties and cities across Taiwan are suspending work and classes
The Miaoli County Government announced a suspension of work and classes on July 11 because of the typhoon, with several counties and cities in central Taiwan following suit. The move protects residents’ safety and affects daily life and transportation across Taiwan.
Will Hsinchu have a typhoon day off tomorrow, 7/11? County government announces its decision! See which counties and cities across Taiwan are suspending work and classes
The summary of this item is not shown
Will Pingtung have a typhoon day off tomorrow, 7/11? County government announces its decision! See which counties and cities across Taiwan are suspending work and classes
The summary of this item is not shown
Will Typhoon Bavi bring a day off on 7/11? A graphic explains work and class suspensions across Taiwan as the worst of the wind and rain approaches
Typhoon Babin is approaching Taiwan, with attention focused on whether work and classes will be suspended on July 11. Local governments are prioritizing safety in their decisions, while concerns are growing about impacts on transportation.
[After-Work Economics] Zhu Jian’s share price plunges to NT$22! Experts reveal the “vanishing value for money”: these 3 moves to cut losses are the only way out
Zhu Jian Happiness Hot Pot’s share price plunged from NT$172 to NT$22 amid overexpansion and cost pressures. Experts recommend cutting losses and returning to its core brand to turn things around.
Companies mentioned：王品集團
Is 孟子義’s 百花殺 worth watching? Her challenge as a “reborn heroine seeking revenge” draws mixed reviews; online critics say the styling is repetitive and every drama looks the same | Streaming platform links included
The 2026 period drama 百花殺, starring 孟子義 and 何與, tells the story of a heroine reborn to seek revenge. It drew attention after its premiere for its fast pace and strong characters, but its plot logic and repetitive styling prompted mixed reviews.
Companies mentioned：Disney+
Look beyond the Magnificent Seven! Wall Street’s new darlings, “MANGOS,” are rising; these two companies are the real winners of the AI era
As “MANGOS,” a symbol of the convergence of generative AI and space infrastructure, draws attention, Alphabet and Meta continue to lead in the AI era. SpaceX is integrating xAI and Cursor to strengthen its AI development platform.
Companies mentioned：Meta、Anthropic、NVIDIA、Alphabet、OpenAI、SpaceX、Apple、Amazon、Microsoft、Tesla、Facebook、Netflix、Google、Cursor、xAI
Don’t choose mackerel or tuna cans for typhoon season! Food lovers swear by this 1 variety, praising its “hearty chunks and rich broth”: perfect with instant noodles
欣欣生技’s braised beef canned food has become a popular typhoon-season staple because of its distinctive flavor and convenience, sparking lively discussion on social media.
Companies mentioned：欣欣生技
Will Chiayi suspend work and classes tomorrow, 7/11? County government announces its decision! 5 areas to begin typhoon closures at this time
As the typhoon approaches, the Chiayi County Government announced that 5 mountain townships will suspend work and classes starting at 9 a.m. on July 11 to ensure residents’ safety. This is a precautionary disaster response measure by the local government.
Why did you rarely campaign for 沈伯洋 in the past? 曹興誠: I won’t talk about cross-strait issues if the DPP doesn’t want to touch them in the Taipei mayoral election
UMC founder 曹興誠 publicly endorsed DPP Taipei mayoral candidate 沈伯洋, emphasizing national security and civil defense issues and criticizing incumbent mayor 蔣萬安 for avoiding the threat from China. The move highlights how the election has gone beyond municipal issues.
Companies mentioned：聯華電子、風傳媒
Kaohsiung steps up food and agriculture education, integrating food safety and occupational safety to build a sustainable agricultural city
The Kaohsiung City Government is stepping up food and agricultural education and introducing mobile services for pesticide testing and farmers' health checks. It aims to become a sustainable agricultural city that advances both food safety and farmers' health.
Companies mentioned：農糧署、國立嘉義大學、甲仙地區農會
Is Taiwan’s stock market surge to 50,000 points just an illusion of wealth? 唐湘龍 highlights the risks of a “small K-shaped economy”: Taiwan has a serious problem
As Taiwan's stock market sets its sights on 50,000 points, media commentator Tang Xianglong warns of inequality driven by a “K-shaped economy.” Rising prices and stagnant wages mean most people have yet to feel the benefits of economic growth.
Companies mentioned：台積電、台達電、聯發科、鴻海、日月光
As Typhoon Bavi approaches, Taichung Metro to adjust train frequency to one every 15 minutes from 6 p.m. on the 10th and activate typhoon response measures
Because of Typhoon Bavi, Taichung Metro will adjust service to one train every 15 minutes starting at 6 p.m. on the 10th and activate its 24-hour typhoon response mechanism. The measures aim to ensure passenger safety and stable operations and provide residents with timely updates.
AI server demand sparks a “materials shortage”! PCB material specifications are being upgraded across the board, as these 2 Taiwanese companies pursue opportunities in high-end resins
Growing demand for AI servers is driving higher specifications for PCB materials, and 国精化 and 双鍵 are seeking growth in the high-end resin market. This is an important sign of the industry's shift toward higher value-added products.
Companies mentioned：国精化、双鍵、TPCA
Will Taipei City have a typhoon day off tomorrow, 7/11? Latest response from 蔣萬安! List of counties and cities across Taiwan suspending work and classes
Whether Taipei City will suspend work and classes on July 11 is drawing attention. Mayor 蔣萬安 said the decision would be based on weather forecasts and disaster-prevention assessments, and released updates on how counties and cities across Taiwan are responding.
Nation’s first one-click tool to plan the fastest route for government services goes live on Taichung City’s smart household registration service website
The Taichung City Government Civil Affairs Bureau launched the nation’s first Smart Household Registration Convenience Service website, integrating AI and real-time information to help residents quickly plan the fastest routes for in-person services and improve public service efficiency.
Kaohsiung property management association acquires its first headquarters; 陳苑娜 announces bid for chair of the security services association
Nearly 30 years after its founding, the Kaohsiung City Apartment Building Management and Maintenance Trade Association has purchased a permanent headquarters for the first time. Chairwoman Chen Yuan-na announced her candidacy for chair of the security services association, aiming to promote industry integration and upgrades in a move of milestone significance.
Companies mentioned：高雄市保全商業同業公會
The top ten Korean dramas on Netflix in 2026 are revealed! My Royal Nemesis and Can This Love Be Translated? both lost to this show: it uses an iron fist to punish bullies and is the year's biggest hit.
Netflix Taiwan's most-watched Korean dramas for the first half of 2026 have been announced. Iron Fist Education took the top spot with its school justice theme, sparking discussion about education and bullying. Several new dramas made the top ten thanks to their buzz and high production quality.
As Typhoon Bavi approaches, Taichung activates a Level One response. Lu Hsiu-yen stresses that residents in mountain areas requiring evacuation must be moved out by evening.
As Typhoon Bavi approaches, Taichung City activates a Level One response. Mayor Lu Hsiu-yen ordered residents in mountain areas requiring evacuation to leave by evening and announced that the typhoon holiday would begin 30 hours early to reduce disaster risks.
U.S. scholar Bonnie Glaser takes an interest in Taichung's unmanned vehicle industry, visits leading companies and praises their manufacturing capacity.
Prominent U.S. strategic expert Glaser visited drone companies in Taichung and assessed their manufacturing capabilities, reaffirming Taichung's international standing.
Companies mentioned：漢翔航空、雷虎科技
“Vocational Education Carnival” and “Vocational Education Alliance Expo” to take place at the National Library of Public Information, 7/12-19
Summary not yet available
Facts
- 56 hands-on activities across vocational education fields
- 12 themed salon talks
- Specialized courses at 18 vocational colleges
- 8 schools exhibiting together
Companies mentioned：國立公共資訊圖書館、國立虎尾科技大學、國立雲林科技大學、國立臺中科技大學、國立勤益科技大學、嶺東科技大學、南開科技大學、弘光科技大學、僑光科技大學、仁愛高農、仁德醫護管理專科學校
Targeting the housing needs of AI and tech talent, Dali Development focuses on Tainan's Ping-Shih Special District to create a livable community.
Dali Development has launched a large residential project of about 7,300 ping in Tainan's Ping-Shih Special District, targeting the relocation needs of AI and tech talent. It is strengthening its presence in southern Taiwan's housing market by leveraging comprehensive amenities and future infrastructure projects.
As Typhoon Bavi threatens, Wang Hui-mei inspects typhoon preparations at the Dacheng Pumping Station.
Changhua County Magistrate Wang Huimei inspected the drainage pumping station in Dacheng as part of typhoon preparations. Plans are underway for a waterway diversion project costing 120 million yuan to address sediment buildup at the river mouth.
Changhua County's 377th community care and support center established in Gongguan Village, Dacheng Township, with a plaque unveiling ceremony.
Changhua County opened its 377th community care center in Gongguan Village, Dacheng Township, with County Magistrate Wang Huimei attending the unveiling ceremony. The center aims to strengthen support for older residents living at home and improve convenience through the Happiness Card.
Companies mentioned：彰化県楽城社会福祉協会
At the Typhoon Bavi disaster response meeting, Chung Tung-chin urges all agencies to carry out disaster prevention and relief work thoroughly.
Miaoli County activated its Level 1 disaster response center in preparation for Typhoon Bavi and instructed local governments to coordinate measures against landslides and flooding. It is strengthening disaster preparedness with residents' safety as its top priority.
The older they get, the wealthier they become! 3 zodiac signs are born lucky, with fortunes turning and wealth flowing in during middle age, and comfortable, prosperous later years.
Summary not yet available
Companies mentioned：搜狐網
A world-class animal kingdom arrives in Taiwan, with six immersive ecological adventures launching for summer vacation.
翡冷翠文創 has teamed up with 國立臺灣科學教育館 and the University of Pisa Museum in Italy to present the “Animal Kingdom Grand Adventure” exhibition. Combining real specimens with immersive technology, it promotes sustainability education and offers international collaboration and science education value.
Companies mentioned：翡冷翠文創、國立臺灣科學教育館、義大利比薩大學自然史博物館
Micron to invest an additional $250 billion in factories; U.S. commerce secretary names Samsung and SK hynix as companies that should follow suit and invest in the United States, as the chip war spreads to memory.
The United States has asked Samsung and SK hynix to build memory chip factories in the country to meet AI demand. The move aims to strengthen supply chains, against the backdrop of Micron's $250 billion investment.
Companies mentioned：Micron Technology、Samsung Electronics、SK Hynix、Apple、CXMT、YMTC、GlobalWafers、TrendForce
Learn about government employment support resources: Nantou County Government's “Flying Against the Wind, Walking Together” course series gets underway.
The Nantou County Government has launched the “逆風飛翔，結伴同行” seminar for people facing employment barriers. It introduces government employment support and vocational training to help participants secure stable jobs.
Original台灣飛機衝去巴威颱風上方！直衝1萬3千公尺高空，拍到罕見強烈對流雲塔畫面
Original中央氣象署與台大、漢翔合作，派飛機飛入巴威颱風周邊1萬3千公尺高空執行投落送觀測，取得珍貴對流雲塔影像，資料即時共享國際。此舉提升颱風預報準確度，並強化台灣氣象科技國際地位。
Companies mentioned：漢翔公司
$170 million in public funds spent on a name change as Florida's Palm Beach airport becomes “President Donald J. Trump International Airport”.
Palm Beach International Airport in Florida is being renamed Donald Trump President International Airport. The measure, which will involve $5.5 million in public funds, is drawing attention for its political symbolism.
Taiwanese people's favorite instant noodles aren't 來一客 or 維力! The top seller is this brand, with “rich broth and springy noodles you never get tired of”: a pantry staple.
Original2026年上半年台灣泡麵銷售榜單顯示，統一肉燥麵連續10年蟬聯冠軍，CP值與經典風味深獲消費者青睞，前三大品牌長期穩定，反映市場對傳統口味的高度認同。
Companies mentioned：萬家福、統一、來一客、滿漢大餐、維力、台酒、味味A
Will Kaohsiung suspend work and classes tomorrow, 7/11? The city government has announced its decision! 5 areas will get a typhoon holiday starting at this time.
With a typhoon approaching, the Kaohsiung City Government announced a suspension of work and classes in 5 areas on July 11. The move is intended to protect residents and reflects the local government's ability to respond to extreme weather.
Taiwan | 鉅亨網（21）
China imposes temporary export ban on helium, effective immediately.
China has immediately banned helium exports. The move could affect international supply chains as the country seeks to secure supplies for strategic needs in the semiconductor and medical sectors.
As 輝達's market share in China plummets to near zero, domestic Chinese AI chips rise from “inference” to “training”.
U.S. sanctions have devastated NVIDIA's China market, while Chinese-made AI chips led by 華為 Ascend are making a full-scale push into “training” applications. Domestic chips reached a 41% share in 2025, responding to explosive growth in AI demand.
Companies mentioned：輝達、華為、字節跳動、寒武紀、天數智芯、百度、阿里巴巴、平頭哥半導體、騰訊、燧原科技、摩爾線程
Telecom Big Three earnings: Far EasTone's 3 growth drivers deliver; June EPS of 0.38 yuan hits a record, with first-half EPS at 2.14 yuan.
Far EasTone's June earnings set several historical records, with earnings per share reaching 0.38 yuan. Growth in 5G upgrades and digital services drove overall performance above expectations.
Yuh Ching-KY diversifies its business; Q2 revenue of NT$1.103 billion is its second-highest for the same period.
Yuh Ching-KY posted revenue of NT$1.103 billion in Q2 2026, up 37.02% year over year and its second-highest for the same period. The result was mainly driven by orders from major retail chains and recognized installation service revenue, highlighting continued expansion in its commercial display rack business.
Companies mentioned：Home Depot、Target、Lowe’s
Acer continues to expand AI applications; Q2 revenue of NT$85.2 billion is its highest for the same period in nearly 13 years.
The summary of this item is not shown
CFTC's June revenue reaches NT$494 million; online curtain sales set a new monthly record.
CFTC posted revenue of NT$494 million in June 2026, up 17.01% year over year and the highest in 20 months, mainly on record online curtain sales. The result shows the success of its omnichannel strategy amid structural shifts in the North American market.
Six leading Chinese brokerages join forces to support ChangXin Memory Technologies as it shifts from a “fee-based” model to an “asset-based” one.
Chinese DRAM giant ChangXin Memory Technologies has launched its STAR Market IPO, aiming to raise 29.5 billion yuan. 6 major securities firms are participating as underwriters, as its revenue model shifts from “fees” to “assetization.” Business is also growing rapidly on AI demand.
Companies mentioned：中金公司、中信建投、国泰君安、華泰聯合、招商証券、国元証券、阿里巴巴、騰訊、小米、美的、中芯國際
Lih Sheng's first-half revenue reaches NT$486 million, its second-highest for the same period in nearly 5 years.
Lih Sheng Energy posted first-half revenue of NT$486 million, up 276.77% year over year and its second-highest for the same period in nearly five years. Subsidiary Xiangyin Sustainable Energy is expected to exceed 100 MW in electricity sales capacity next year, reflecting its momentum in expanding in the green power market and rising strategic importance.
Companies mentioned：台電
MediaTek Q2 revenue of NT$152.1 billion reaches a 5-quarter high, surpassing the top end of its guidance.
MediaTek's second-quarter revenue reached NT$152.183 billion, exceeding the high end of its guidance and hitting a 5-quarter high. Stronger-than-expected customer orders and progress in its ASIC business are driving future growth.
Companies mentioned：Google
Ka Ming Industrial's June revenue continues to set records, up 2.24 times year over year; first-half performance has already surpassed last year's full-year total.
Ka Ming Industrial posted revenue of NT$163 million in June 2026, up 2.24 times year over year. First-half revenue totaled NT$703 million, already surpassing last year's full-year total. The company benefited mainly from increased demand for AI data centers and high-speed optical communications, significantly improving its operating performance.
Air travel market is booming: China Airlines sets 3 revenue records, surpasses NT$120 billion in the first half, with Q3 looking even stronger.
China Airlines posted revenue of NT$21.761 billion in June, topping NT$20 billion for 4 consecutive months, while first-half revenue surpassed NT$120 billion, reflecting a highly buoyant aviation market. The performance is a significant indicator for Taiwan's aviation industry.
Companies mentioned：長榮航 (2618-TW)
Original〈電子五哥營收〉和碩伺服器業務增溫 6月營收912億元年增逾1成
Pegatron posted revenue of NT$91.296 billion in June, up 15.9% year over year, mainly on growth in its server business. The company expects the second half to outperform the first and is targeting tenfold growth in its server business this year.
Morgan Stanley is bullish on SpaceX, but short-selling guru Jim Chanos pours cold water on the outlook: $84 billion burned annually, with positive cash flow unlikely before 2035.
Morgan Stanley recommends buying SpaceX shares while warning that the company is not expected to generate positive free cash flow until 2035. Short-selling expert Jim Chanos has pointed out the contradiction and warned of the risks of massive fundraising.
Companies mentioned：Morgan Stanley、Kynikos Associates
Original如果當初沒賣掉記憶體事業？東芝錯失「50 兆日元」背後的戰略迷失
The memory division 東芝 sold during its financial crisis has surged to a market capitalization of 56 trillion yen as 鎧俠, riding the AI boom since becoming independent. The episode has highlighted 東芝's strategic missteps.
Companies mentioned：東芝、鎧俠、ベイン・キャピタル、SKハイニクス、トヨタ自動車、サムスン電子、ウエスチングハウス
Material costs for Phone 18 Pro Max surge by nearly ten thousand yen; retail price increases may vary by storage capacity.
The component costs for the iPhone 18 Pro Max have risen by about $300. Memory and 2-nanometer SoCs are the main reasons, and Apple is considering a pricing strategy based on storage capacity.
Companies mentioned：Counterpoint Research
Huge call options trade spotted in QQQ! $24 million wager that the Nasdaq will hit a record high by the end of July.
A massive $24 million call options trade in QQQ has emerged, alongside forecasts that the Nasdaq 100 index will hit new highs toward the end of July. The trade is being interpreted as an optimistic signal for technology stocks.
Companies mentioned：Invesco、Prosper Trading Academy、Oklo
Nanya Technology earnings briefing: Memory prices to keep rising in the second half; capital spending next year expected to surge past NT$200 billion.
Nanya Technology announced that memory prices are continuing to rise and that capital spending next year will surge to more than NT$200 billion to meet demand from AI and servers. The move signals structural growth in the industry and has major implications for the semiconductor supply chain.
KYEC announces plans to build a factory in the United States, with investment capped at $1.4 billion.
Taiwanese IC testing giant KYEC announced plans to build a factory in the United States, with an investment of up to $1.4 billion. The move is expected to contribute to the revival of the U.S. semiconductor industry.
Companies mentioned：環球晶、輝達、博通、邁威爾、英特爾、谷歌、亞馬遜、台積電、Amkor
Nanya Technology earnings briefing: Q2 gross margin surges to 79.5%, with quarterly profit topping NT$50 billion and EPS at 14.66 yuan.
Nanya Technology's second-quarter gross margin surged to 79.5%, with quarterly net income reaching NT$50.192 billion and EPS at 14.66 yuan, driven by a sharp increase in DRAM prices. The company is actively entering the AI server supply chain and advancing research and development in advanced processes.
Signals of housing market stabilization grow stronger! Qiushi discusses the property market for the 4th time in six months, highlighting urban renewal and “good housing” construction as supports.
The Chinese Communist Party's theoretical journal Qiushi has mentioned real estate 4 times in six months, stressing that urban renewal and the development of “good housing” should stabilize the market. This reflects the leadership's close attention to halting the property market's decline and restoring stability.
China successfully launches and recovers a reusable rocket booster.
China has for the first time successfully recovered an orbital-class reusable rocket booster at sea, becoming the second country in the world to achieve this. Using its own “net-based capture” technology, the country is expected to reduce launch costs and usher in a new phase of commercial space development.
Companies mentioned：SpaceX