# AI News 180m Report｜2026-07-16 15:00–18:00 JST｜Page 7 of 8

One place for news and notices from 2 countries/regions: Taiwan, 355 items from 4 sources; Japan, 346 items from 2 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Youth Housing Loan 3.0 approved: Will loan requirements become stricter? A look at grace periods, income limits and total mortgage prices; one critic says: “50 is still young.”

- Published: 2026-07-16T13:17:18+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149650
- anchor: #n1539217
- Companies mentioned: 行政院、財政部、國庫署、民進黨、風傳媒

Facts:
- Applicants must be under 50
- 購買總限制估計為新台幣2000萬至3500萬元之間
- The borrower’s annual income must not exceed 2 million.
- Cumulative number of households: more than 510000
- Cumulative loan disbursements: about NT$2.7 trillion
- The New Youth Housing Loan 2.0 covered more than 17萬 households.
- About 1.3 trillion yuan.
- Loans of up to 1500萬元 are available.

## Intraday update》Taiwan stocks swing into positive territory! 台積電 at 2460 yuan, 巨大 hits limit-up, with 28 stocks at limit-up.

- Published: 2026-07-16T13:17:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149630
- anchor: #n1539218
- Companies mentioned: 台積電、巨大、美利達、桂盟、台塑化、台塑、南亞科、華邦電、旺宏、鴻海、聯發科、廣達、台達電

Facts:
- The index fell as low as 45,071.78 points in early trading.
- The intraday high briefly turned positive at 45,626.92 points.
- The benchmark index reached 45,849.52 points.
- A slight move of 0.48%.
- 28 stocks hit the limit-up price.
- Only 1 stock hit the limit-down price.
- 台積電 (2330) 2450 ▲5 (0.41%)
- 鴻海 (2317) 242.5 ▲4 (1.67%)
- 聯發科 (2454) 3700 ▼40 (-1.07%)
- 廣達 (2382) 352.5 ▼29 (-7.61%)
- 台達電 (2308) 1905 ▲15 (0.53%)
- 巨大 (9921) 88 ▲8 (10.00%)

## 羅雲熙韓東君都輸了！最帥濃顏系陸劇男神TOP10冠軍是他：新劇造型粗獷帥炸、根本從小說走出來

- Published: 2026-07-16T13:16:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149649
- anchor: #n1539219
- Companies mentioned: 羅雲熙、韓東君、張彬彬、許凱、劉學義、陳星旭、高偉光、嚴屹寬、龔俊、宋威龍

Facts:
- 濃顏系陸劇男神第10名
- 濃顏系陸劇男神第9名
- 濃顏系陸劇男神第8名
- 濃顏系陸劇男神第7名
- 濃顏系陸劇男神第6名
- 濃顏系陸劇男神第5名
- 濃顏系陸劇男神第4名
- 濃顏系陸劇男神第3名
- 濃顏系陸劇男神第2名
- 濃顏系陸劇男神第1名

## Claim your 2026 Taiwan-wide cash handout! One location is giving “5000 yuan per person”; unclaimed payments will be forfeited after 7/17, with bonuses in 12 counties and cities.

- Published: 2026-07-16T13:16:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149639
- anchor: #n1539220
- Companies mentioned: 苗栗縣西湖鄉公所、新竹縣橫山鄉、新竹縣關西鎮、苗栗縣三灣鄉、宜蘭縣頭城鎮、彰化縣花壇鄉、雲林縣林內鄉、花蓮縣光復鄉、花蓮縣瑞穗鄉、花蓮縣鳳林鎮、花蓮縣萬榮鄉、花蓮縣秀林鄉、台東縣東河鄉、澎湖縣西嶼鄉

Facts:
- 5,000 yuan per person
- A total of 4,165 eligible people opted to receive the payment in cash
- A total of 2,810 people had completed collection that day
- A total of 1,355 people have yet to claim their payments
- Revitalization benefits ranging from 3,000 to 10,000 dollars
- Post-disaster revitalization cash gift: 10,000 dollars

## Buffett halts donations to 蓋茲基金會 over Gates’ ties to the “Sex Fiend,” redirects nearly $6 billion to these organizations

- Published: 2026-07-16T13:15:16+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149648
- anchor: #n1539221
- Companies mentioned: 微軟、蓋茲基金會、波克夏海瑟威、蘇珊·湯普森·巴菲特基金會、雪伍德基金會、霍華德·G·巴菲特基金會、NoVo基金會、CNBC、紐約時報

Facts:
- 累計捐贈超過470億美元的波克夏海瑟威股票
- 累計捐贈給這些基金會的波克夏海瑟威股票總額將超過230億美元
- He currently holds about 13% of the group’s shares
- The group’s market value exceeds $1 trillion

## 今日（07/16）重點新聞！重陽敬老禮金最高可領5萬紅包／身分證對中1數字免費吃火鍋／中國戰略大改在這裡布重兵

- Published: 2026-07-16T13:10:59+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149642
- anchor: #n1539222
- Companies mentioned: 勞動部、中聯油脂、愛之味、全聯

Facts:
- 勞動部’s legal amendments take effect nationwide on July 17
- 2 愛之味 products confirmed to contain problematic ingredients
- A massive 4-story, 600-ping supermarket

## 《雨霖鈴》 and 《白日提燈》 lose out! The 2026 top 10 Chinese dramas: “This one” takes the crown, with a fluid plot and no messy ending—a true phenomenon

- Published: 2026-07-16T13:05:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149142
- anchor: #n1539223
- Companies mentioned: 《網路溫度計DailyView》、《KEYPO大數據關鍵引擎》、《逐玉》、《白日提燈》、《成何體統》、《莫離》、《月鱗綺紀》、《驕陽似我》、《玉茗茶骨》、《雨霖鈴》、《佳偶天成》、《軋戲》、《三俠五義》、《延禧攻略》、《聊齋志異》、《山海經》、《淮南子》、《西遊記》、《盛世嫡妃》、《唐宮奇案》、《難哄》、《許我耀眼》、《愛情沒有神話》、《狙擊蝴蝶》

Facts:
- 《雨霖鈴》 has put up impressive commercial numbers, with online views topping 460 million
- 《玉茗茶骨》 had 4 million reservations before its premiere, and its popularity continued to climb after launch, with total plays across platforms topping 4 billion
- 《驕陽似我》 has drawn more than 710 million views online

## PX Mart’s largest hybrid store is coming! Opening 7/18: “A huge 4-story, 600-ping supermarket with food, appliances and 3C all in one place”; free giveaways and promotions／How to get there

- Published: 2026-07-16T13:00:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11146289
- anchor: #n1539224
- Companies mentioned: 全聯福利中心、三井、震旦通訊、健身工廠

Facts:
- More than 600 ping
- 4 floors above ground
- A carton of 10 eggs for just 10 dollars
- Limited to 100 people
- Limited to 60 people
- A single purchase of at least 1,000 dollars
- A single purchase of at least 5,000 dollars
- Receive a 500-dollar PX Mart gift certificate
- Limited to 2,000 cards
- Limited to 30 people

## U.S. inflation unexpectedly cooled in June. Does that mean the Fed won’t raise rates? Warsh offers no answer, with clues in his congressional testimony

- Published: 2026-07-16T13:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149372
- anchor: #n1539225
- Companies mentioned: 美國聯準會、聯邦公開市場委員會、華爾街日報、Fed、FOMC、川普、Lisa Cook、鮑爾、Jerome Powell、華勒、Christopher Waller

Facts:
- Inflation returns to the 2% target
- Inflation remains at around 3% or higher

## The “genius girl” image shattered! Academic fraud allegations intensify in China; Jiang Fangzhou accused of plagiarism, has master’s degree revoked by Renmin University

- Published: 2026-07-16T12:50:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149620
- anchor: #n1539226
- Companies mentioned: 中国人民大学、清华大学、安徽大学、西北大学

Facts:
- At age 19, admitted to Tsinghua University through a special arrangement that lowered the required score by 60 points
- Nine passages in Jiang’s thesis overlap with papers published in overseas journals

## 北檢偵辦癌油案！卓榮泰、石崇良、姜至剛列他字案被告 王牌檢察官張靜薰操刀

- Published: 2026-07-16T12:48:32+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149633
- anchor: #n1539227
- Companies mentioned: 卓榮泰、石崇良、姜至剛、張靜薰、賴清德、謝金河、陳揮文

Facts:
- Chief Prosecutor 張靜薰 received the “Outstanding Contribution Award for Civil Servants” in 2025 for her exceptional performance as a public servant
- 張靜薰, a chief prosecutor at the Taipei District Prosecutors Office, has served as a prosecutor for 16 years
- Executive of 中聯 tainted-oil case released on 20 million bail

## 愛迪達「三葉草」、「三條線」哪個才是正版？官方揭背後真相，網驚：穿了這麼多年全搞錯

- Published: 2026-07-16T12:47:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149631
- anchor: #n1539228
- Companies mentioned: 愛迪達、adidas、adidas Originals、adidas Performance、Toyota、Lexus、Y-3、山本耀司

Facts:
- Attracted more than 65,000 likes and participants in the discussion

## “Charity is becoming a cover for the financing of violent groups”: U.S. Treasury announces new strategy to combat transnational political terrorism

- Published: 2026-07-16T12:41:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149627
- anchor: #n1539229
- Companies mentioned: 美國財政部、布萊巴特新聞網、ABC News、美國國務院、白宮

Facts:
- Government representatives and diplomats from more than 70 countries around the world
- Funding cuts leave the left fuming, accusing Trump of putting $83 billion in investments to waste
- More than 110,000 jobs could be at risk

## Will 6 referendums held alongside year-end elections mean polls stay open “until dawn”? Yu Ying-lung discusses the chaos of the 2018 vote: Chen Chao-chien remains deeply unhappy to this day

- Published: 2026-07-16T12:34:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149622
- anchor: #n1539230
- Companies mentioned: 國民黨、民眾黨、中選會、立法院、民進黨

Facts:
- 6 referendum proposals
- 10 referendum proposals
- 23:40
- One case
- Two cases
- 3 cases
- 4 cases

## Major new amendments from 勞動部 take effect nationwide on 7/17: “Major changes to labor pensions”; the latest rules for claiming benefits

- Published: 2026-07-16T12:30:26+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149515
- anchor: #n1539231
- Companies mentioned: 勞動部、勞保局

Facts:
- Voluntary pension contributions
- 月薪 5 萬主管提前結算現領 200 萬
- 月薪 5 萬主管
- 平均工資調升至 6 萬元
- 新增年資的退休金 30 萬元
- Toll-free consultation hotline: 1955

## Do people prefer the U.S. or China? Favorability shifts dramatically! Latest poll finds Xi Jinping’s trust rating reaches 83% in “this country”

- Published: 2026-07-16T12:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149581
- anchor: #n1539232
- Companies mentioned: 皮尤研究中心、卡內基中國中心

Facts:
- Pakistan is the country most friendly toward China, with 90% of respondents expressing a favorable view
- In Japan, only 11% of people view China favorably
- As for Trump, he received his highest trust rating in the Philippines, at 68%
- His trust rating fell to just 4%
- A total of 75% of people believe the U.S. often interferes in other countries’ domestic affairs
- The share who believe China engages in similar interference is 45%

## 梁文傑 reportedly got drunk and passed out in a hotel lobby during a past Twin Cities Forum visit; 黃國昌 mocks him: “And you still needed 國台辦 to look after you”

- Published: 2026-07-16T12:28:51+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149615
- anchor: #n1539233
- Companies mentioned: 民眾黨、國台辦、新潮流

Facts:
- A four-day visit

## U.S. airstrikes hit an Iranian nuclear power plant; Israel warns it will intervene forcefully; Trump: “If you don’t negotiate, I’ll destroy you”

- Published: 2026-07-16T12:24:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149618
- anchor: #n1539234
- Companies mentioned: 美軍中央司令部（CENTCOM）、庫拉索、比爾馬號（M/T Belma）、法新社、Kpler、白宮、伊朗政府

Facts:
- At about 3 p.m. on July 15, U.S. Eastern Time
- 20% fee
- At least 30 people dead
- 7 military personnel killed
- 21 vessels passed through the strait

## Can’t higher pay stem the exodus of public-sector workers? Civil-service promotions to remove “not just education requirements”; he points to flaws in 銓敘部’s proposed legal amendments

- Published: 2026-07-16T12:18:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149617
- anchor: #n1539235
- Companies mentioned: 銓敘部、人事總處、考試院、行政院、立法院司法委員會

Facts:
- Public-sector employees to get a 4% pay raise next year
- About 13,000 people underwent senior civil-service training for promotion from 2014 to 2015
- Only 24% of personnel were actually promoted

## 極限施壓或開戰預告？路透獨家：美軍猛轟伊朗防空武裝，恐為登陸戰與強襲核基地鋪路

- Published: 2026-07-16T12:15:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149614
- anchor: #n1539236
- Companies mentioned: 路透、美聯社、英國廣播公司（BBC）、福斯新聞（Fox News）、戰略與國際研究中心（CSIS）、大西洋理事會（Atlantic Council）、科學與國際安全研究所（ISIS）、外交政策研究所（FPRI）、國際原子能總署（IAEA）

Facts:
- Kharg Island, which handles 90% of Iran’s oil exports
- Just 15 nautical miles from Iran’s coast
- About 220 kilometers south of Tehran
- Just 2 kilometers from the well-known Natanz nuclear complex
- The highest point there is about 1,600 meters above sea level
- The core area is estimated to lie at least 100 meters beneath the mountain

## 〈台積電 earnings call〉 announces an additional $100 billion investment in the U.S.; Wei Che-chia: at least 4 more plants to be built

- Published: 2026-07-16T16:55:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536882
- anchor: #n1542643
- Companies mentioned: 台積電

台積電 announced an additional $100 billion investment in the United States and plans to build more than 4 factories. It will strengthen production capacity for advanced processes and advanced packaging to meet AI demand.

## A股股價一度崩逾兩成！瀾起科技突遭韓檢方搜查 日本瑞薩電子與美國Rambus也在調查之列

- Published: 2026-07-16T16:55:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536850
- anchor: #n1542644
- Companies mentioned: 瀾起科技、瑞薩電子、Rambus、サムスン電子、SKハイニックス

South Korean prosecutors raided the local offices of 瀾起科技, 瑞薩電子 and Rambus on suspicion of price manipulation. 瀾起科技 shares fell 16.44% on China’s A-share market, as investors voiced concerns about supply chain stability.

## To address high stock-market volatility, South Korea suspends listings of new single-stock leveraged ETFs and sharply raises investment thresholds

- Published: 2026-07-16T16:50:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536889
- anchor: #n1542645

South Korea’s Financial Services Commission halted new listings of single-stock leveraged ETFs and raised the investment threshold to 30 million won. The measures aim to protect retail investors and stabilize the market.

## The 3 biggest myths keeping students from investing: no money, no know-how—where should they start? [Survey results]

- Published: 2026-07-16T16:39:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536880
- anchor: #n1542646
- Companies mentioned: 元大金控、證券交易所

A survey by 永豐金證券 found that 65.8% of students want to invest but have not opened accounts, mainly because they lack knowledge, find account opening troublesome, or have little money. The company has introduced online account opening and ETF investment plans to lower barriers to entry for students and promote financial education.

## Most intense liquidation since 2001! Hot momentum trading in U.S. stocks hits a wall; experts say it is a rotation, not a crash

- Published: 2026-07-16T16:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536275
- anchor: #n1542647
- Companies mentioned: Goldman Sachs、Franklin Templeton Institute、BlackRock (BLK-US)、NVIDIA (NVDA-US)、Apple (AAPL-US)、Alphabet (GOOGL-US)、Microsoft (MSFT-US)、Amazon (AMZN-US)、Meta Platforms (META-US)

Momentum trades in U.S. stocks suffered their biggest stop-loss sell-off since 2001. As semiconductor shares corrected, funds shifted to financial stocks and large-cap tech shares, while the broader market remained firm.

## Jensen Huang's yakitori dinner brings together Japan's supply chain as Nvidia's AI trump cards come into view

- Published: 2026-07-16T16:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536715
- anchor: #n1542648
- Companies mentioned: 鎧俠、信越化學、東京威力科創、味之素、住友電工、太陽誘電、松下控股、日東紡

Nvidia CEO Jensen Huang hosted a dinner at an izakaya in Tokyo's Kanda district, bringing together key Japanese semiconductor suppliers. The move highlights Japan's central role in the AI hardware supply chain and strengthens global technology cooperation.

## 〈Asia Biotechnology Expo〉華安 subsidiary Yuanhua Zhiyi's AI drug development aligns with international standards, opening a new blue ocean for AI drug development

- Published: 2026-07-16T16:18:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6535542
- anchor: #n1542649
- Companies mentioned: 華安

Yuanhua Zhiyi showcased its independently developed AI drug platform at the Asia Biotechnology Conference, highlighting its strategy of connecting with global industry supply chains and advancing drug repurposing and intellectual property development.

## 〈台積電 earnings call〉C.C. Wei delivers another memorable line: choosing a process partner is not like buying milk at 7-11; these three points are key

- Published: 2026-07-16T16:14:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536851
- anchor: #n1542650
- Companies mentioned: 三星、英特爾、台積電

台積電 Chairman C.C. Wei said at the earnings call that competition in advanced processes hinges on technology, manufacturing capabilities and customer trust, not just funding or policy support. He used “buying milk” to illustrate the long-term nature of partnerships. His remarks underscored his firm belief in the fundamentals of the industry.

## Options market bets on the yen falling to the 165 mark as investors await Japan government's “intervention red line”

- Published: 2026-07-16T16:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536790
- anchor: #n1542651
- Companies mentioned: 高盛

Facts:
- 匯率可能進一步下探至 165 日元兌 1 美元的水準
- Traders currently expect the yen to have about 1.6% more room to depreciate
- The premium on yen call options over put options is just 176 points
- A large volume of options expiring over the next month is concentrated in the 162-to-164 range
- 高盛 raises its 1-year forecast for the dollar-yen exchange rate from 155 to 165
- 日本散戶投資者的美元淨空頭部位在上個月激增 4 倍，達到約 172 億美元

## Why is SK海力士 ADR's hefty premium unlikely to last? Analysts point to the key factor

- Published: 2026-07-16T16:00:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536257
- anchor: #n1539467
- Companies mentioned: SK海力士、台積電、三星電子、長鑫存儲、長江存儲、摩根士丹利、韓國證券集保公司

SK海力士 ADR trades at a 38% premium to South Korean shares, but a two-way conversion mechanism will launch on July 29, and arbitrage trades are expected to quickly narrow the premium. The market is watching liquidity and changes in competition.

## 〈Asia Biotechnology Expo〉Cho Jung-tai: Biotechnology industry to focus on three major areas, aim to attract more than a trillion dollars in new private investment by 2030

- Published: 2026-07-16T15:54:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536833
- anchor: #n1539468
- Companies mentioned: 行政院、國發基金

行政院 Premier Cho Jung-tai announced at the Asia Biotechnology Conference that the biotech and medical industries will be designated as key national strategic industries, with a focus on AI adoption, data integration and drug resilience. The goal is to attract more than NT$100 billion in new private investment by 2030.

## ASML faces its first Chinese technology challenge! LDP workaround technology lights up a homegrown EUV prototype; foreign media say progress exceeds expectations of many Western experts

- Published: 2026-07-16T15:50:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536331
- anchor: #n1539469
- Companies mentioned: ASML、華為、台積電、サムスン、インテル、蔡司

China has built a fully domestically produced EUV lithography prototype in Shenzhen. The development marks the first external challenge to the advanced semiconductor manufacturing technology dominated by ASML and could represent a major turning point in the global technology balance.

## IEA warns: China's rare earth export controls could hit Western industries worth $6.5 trillion

- Published: 2026-07-16T15:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536779
- anchor: #n1539117

The IEA warned that China’s restrictions on rare-earth exports put overseas industries worth $6.5 trillion at risk. The automotive, defense and energy industries are particularly vulnerable.

## 〈台積電 earnings call〉Q3 revenue in U.S. dollars rises 12% quarter over quarter to a new high; full-year revenue growth forecast raised to more than 4 tenths

- Published: 2026-07-16T15:39:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536825
- anchor: #n1539118

台積電 forecast third-quarter revenue of $45.2 billion at the midpoint, up 12% from the previous quarter. Citing strong AI demand, it raised its full-year growth forecast to more than 40%.

## New Qing-An 3.0 at a glance: 5 eligibility requirements updated, marriage and childbirth subsidies offer loans of up to 15 million

- Published: 2026-07-16T15:37:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536818
- anchor: #n1539119

Taiwan's Executive Yuan approved the New Qing-An 3.0 home loan program, effective Aug. 1, 115. It strengthens support for families with children, offers loans of up to 15 million yuan, and sets age, income and home-price limits to ensure resources are targeted effectively.

## 中國全球好感度首度超車美國 民意為何翻轉？

- Published: 2026-07-16T15:30:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536717
- anchor: #n1539120
- Companies mentioned: 皮尤研究中心、中國、美國、加拿大、澳洲、法國、德國、伊朗、印度、日本、菲律賓、南韓、以色列、波蘭、中國共產黨、格陵蘭

Facts:
- 36 countries
- Nearly half
- 36%
- 58%
- 32%
- 4.2 ten thousand people
- 17 middle-income countries

## 〈台積電法說〉上調資本支出衝破600億美元 達600-640億美元

- Published: 2026-07-16T15:23:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536791
- anchor: #n1539121

台積電 raised its 2026 capital expenditure to $60 billion-$64 billion. The move will accelerate investment in advanced processes beyond 2 nanometers amid growing demand for AI and HPC.

## 〈台股盤後〉觀望台積電法說 守住4萬5及5日線僅跌6點 量能急縮成隱憂

- Published: 2026-07-16T15:21:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536797
- anchor: #n1539122
- Companies mentioned: 台積電、南電、欣興、景碩、大立光、玉晶光、揚明光、桂盟、巨大、美利達、鴻海、廣達、華通

Taiwan’s stock market turned cautious ahead of 台積電’s earnings announcement, with trading volume plunging while the main index held above 45,000 points. Optical-related shares rose, while IC carrier-board stocks fell sharply.

## Taiwan stocks are hot! Life insurers' new-business premiums hit NT$767.3 billion in the first half; demand for investment-linked policies doubles

- Published: 2026-07-16T15:11:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536788
- anchor: #n1539123

Taiwan's life insurance industry recorded NT$767.35 billion in new-business premiums in the first half of 2026, up 51.6% year over year, while investment-linked policies grew 110.3%. A steady stock market and high-value products drove growth, reflecting strong market confidence.

## U.S. imposes Section 301 tariffs, levying 25% duties on most Brazilian goods

- Published: 2026-07-16T15:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536760
- anchor: #n1539124
- Companies mentioned: X、Meta、Google

アメリカはブラジルの不当な貿易慣行に対し、大部分の輸入品に25%の関税を課すと発表した。これは301条調査の結果であり、両国間の貿易緊張を高める要因となる。

## “鉅亨買基金” receives more than NT$20 billion in June subscriptions, setting a new record; subscriptions by people in their 20s surge 82%, the strongest growth

- Published: 2026-07-16T15:00:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536785
- anchor: #n1539125

June applications to the “鉅亨買基金” platform exceeded 20 billion yen, setting a record. Applications from people in their 20s rose 82%, highlighting the emergence of young investors who see market volatility as an opportunity.

## 華新科 closes limit-down on the first day of trading restrictions after a late-session sell-off; down nearly 4 tenths since July

- Published: 2026-07-16T14:58:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536787
- anchor: #n1539126

華新科 was placed on the Taiwan Stock Exchange’s disposition list after its share price plunged nearly 40% in a short period, restricting trading. The company, however, is optimistic about AI demand and is actively expanding capacity to meet a long-term market shortage. The situation is affecting investment markets and supply chains.

## 〈台積電 earnings call〉Q2 gross and operating margins beat forecasts again; EPS of NT$27.25 sets a record, with first-half profit approaching 5 times its share capital

- Published: 2026-07-16T14:53:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536780
- anchor: #n1539127

台積電 reported its second-quarter financial results, with revenue and profit beating expectations on growing demand for advanced processes. EPS reached a record 27.25 yuan, and first-half earnings were nearly equivalent to the value of 5 shares.

## Buffett again blasts U.S. stocks as a “casino”! Apple is no longer a top priority, and he bought Google too late

- Published: 2026-07-16T14:50:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536611
- anchor: #n1539128
- Companies mentioned: Alphabet、Apple、Berkshire Hathaway、GEICO

Warren Buffett voiced concern about speculation in the U.S. stock market and said his investment in Alphabet was his own decision. He also signaled that Apple had become a lower priority, highlighting shifts in value investing.

## 2026 WAIC: From AI glasses to intelligent agent phones, more than 300 products make global debuts and 9 Turing Award winners speak

- Published: 2026-07-16T14:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536741
- anchor: #n1539129
- Companies mentioned: 努比亞、華為、上海東方算芯、階躍星辰

The 2026 World Artificial Intelligence Conference (WAIC) was held in Shanghai, with more than 300 new products making their debut. 9 Turing Award recipients attended, and the focus was on practical AI applications and governance. China’s technological leadership was emphasized.

## Warsh's first congressional hearing puts his “credibility” on fighting inflation to the test

- Published: 2026-07-16T14:30:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536287
- anchor: #n1539130

New Federal Reserve Chair Warsh faced a dual test on inflation control and policy credibility at his first congressional hearing. He sought to redefine how inflation is measured and establish an AI and inflation task force, but opinions remain divided within the Fed and Congress.

## 達運 chair: New businesses to sustain high growth this year; 微一生醫 revenue conservatively estimated to rise 5 tenths

- Published: 2026-07-16T14:20:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536754
- anchor: #n1539131
- Companies mentioned: 達運、微一生醫

達運 subsidiary 微一生醫 exhibited at the Asia Biotechnology Expo. Chairman Tsai Kuo-hsin said revenue from new businesses could grow 5 tenths, with a focus on microneedle technology and biochip system solutions. The company showcased a range of innovative products and applications.

## 〈Stocks in focus〉Foreign investors buy for 7 straight sessions, backing 台塑化; shares hit limit-up for 2 straight sessions and reach a nearly 2-year high

- Published: 2026-07-16T14:10:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536730
- anchor: #n1539132
- Companies mentioned: 国喬 (1312-TW)、中石化 (1314-TW)、台塑 (1301-TW)、台苯 (1310-TW)、華夏 (1305-TW)、台聚 (1304-TW)

台塑化 shares hit a 2-and-a-half-year high and closed limit-up for 2 straight days, supported by rising oil prices and foreign investors' 7 consecutive sessions of buying, lifting the petrochemical sector. The move reflects a positive market response to energy risks and an industry recovery.

## Not just automotive chips! Nvidia to supply Toyota with GPUs and development tools, expanding cooperation with Japanese companies in “physical AI” for autonomous control of machinery

- Published: 2026-07-16T14:03:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536650
- anchor: #n1539133
- Companies mentioned: トヨタ、Woven by Toyota、NTT DATA、日立製作所、Sakana AI、ソフトバンク、Noetra

NVIDIA partnered with トヨタ, providing GPUs and development tools for the development of Woven City. The collaboration expands work with Japanese companies in physical AI and will help strengthen industrial competitiveness.

## 〈Consumer trends〉PX Mart expands into Taichung's East District with the largest-floor-area multipurpose store in Taiwan

- Published: 2026-07-16T13:58:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536726
- anchor: #n1539134
- Companies mentioned: 三井、震旦通訊、健身工廠

PX Mart opened Jinde Store in Taichung's East District, the largest-floor-area multipurpose store in Taiwan, combining a supermarket, electronics, dining and fitness services. The move reflects its strategy of scaling up and combining formats in response to changing consumer trends, strengthening its one-stop lifestyle offering.

## Key power supply customer in Texas rapidly expands production; 松川 may raise capital spending again to expand its Mexico plant

- Published: 2026-07-16T13:40:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536711
- anchor: #n1539135
- Companies mentioned: 光宝 (2301-TW)、台達電 (2308-TW)、台興電子

Amid rising AI demand, Taiwan relay manufacturer 松川精密 is considering expanding production at its Mexico plant to serve a key customer in Texas, and is also weighing an upward revision to capital expenditure. The move responds to efforts to strengthen supply chains and growing demand for local production and consumption.

## Warsh keeps policy plans under wraps as colleagues go public with their views! Fed policy path may become harder to predict

- Published: 2026-07-16T13:35:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536283
- anchor: #n1539136
- Companies mentioned: Inflation Insights

At his first congressional hearing, new Fed Chair Warsh reaffirmed his commitment to fighting inflation but disclosed no policy details, contrasting with other officials who have publicly stated their positions. The divide in policy communication is making the Fed's next moves harder for markets to predict.

## 高盛 reiterates its buy call on ASML, lifting target price to 2,000 euros; AI demand is the biggest support

- Published: 2026-07-16T13:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536298
- anchor: #n1539137
- Companies mentioned: 高盛、ASML、亞馬遜、Google、微軟、摩根大通、巴克萊、Jefferies、Oddo BHF

Facts:
- 第二季營收約 93.27 億歐元
- 公司將 2026 年營收指引上調至 430 億至 450 億歐元
- Gross margin guidance was also raised to 54%-56%
- A total of 16 EUV systems were delivered this quarter
- 第三季展望同樣強勁，預估營收 110 億至 120 億歐元
- 第三季展望同樣強勁，預估營收 110 億至 120 億歐元，毛利率 55% 至 57%
- 第三季展望同樣強勁，預估營收 110

## 〈Stocks in focus〉Machine tool sector sees a spring revival; shares of 上銀 and 大銀微系統 turn higher strongly

- Published: 2026-07-16T13:02:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536672
- anchor: #n1539138

上銀 and 大銀微系統 maintained strong business performance amid growing demand related to automation, semiconductors and AI. Their share prices also rebounded, drawing greater market attention.

## 長鑫科技造富 8名高層身家過億 千億、百億級股東浮現

- Published: 2026-07-16T12:54:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536315
- anchor: #n1539139
- Companies mentioned: 清輝集電、長鑫集成、大基金二期、合肥集鑫、安徽省投

In 長鑫科技’s IPO, 8 executives became shareholders with holdings worth more than 100 million yuan. Chairman Zhu Yiming’s wealth reached 13.77 billion yuan, drawing increased attention to China’s semiconductor industry.

## 台塑生醫 partners with restaurant group to tap food waste recycling and create high-value renewable energy

- Published: 2026-07-16T12:48:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536657
- anchor: #n1539140
- Companies mentioned: 御嵿国際、聚力智能、聚勃国際

台塑生醫が御嵿国際、聚力智能とともに聚勃国際に共同出資し、廃食用油から持続可能な航空燃料（SAF）原料を精製する厨余リサイクルチェーンを構築。環境課題とエネルギー需要の両方に対応する。

## 009826 global stock ETF launches! One fund covers nearly 40 countries and more than 1,000 stocks—but can it really buy the whole world at once?

- Published: 2026-07-16T12:43:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536661
- anchor: #n1539141

The 009826 global equity ETF has launched in Taiwan. It offers diversified investment across more than 1,000 stocks in 40 countries, meeting demand for asset diversification and attracting growing investor interest.

## U.S. earnings season opens amid volatility as the divide between AI winners and losers widens

- Published: 2026-07-16T12:30:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536259
- anchor: #n1539142
- Companies mentioned: IBM、SK海力士、戴爾、Sandisk、Adobe、ServiceNow、甲骨文、ASML、Aehr Test Systems

During this U.S. earnings season, a clear gap has emerged between AI-related and non-AI companies, increasing market volatility. Comments from IBM had a major impact on technology stocks as a whole.

## ASML delivers good news! Taiwan stocks nearing the end of their consolidation, with a turning point approaching; watch for this buying opportunity

- Published: 2026-07-16T12:22:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536633
- anchor: #n1539143
- Companies mentioned: ASML、台積電、中砂、昇陽半、翔名、帆宣、志聖、兆聯實、京鼎、頎邦、創意、日月光、京元電、力成、旺矽、精測、國巨、鴻海、光寶科、台達電、松川、新盛力、一詮、SEMI

ASML raised its 2026 sales forecast to 43 billion-45 billion euros and announced that it would increase EUV equipment production capacity by 30% by 2027. The move comes amid expanding AI demand.

## 《Value Investing: Latest Industry Research Report》PSMC (6770-TW): Memory foundry price hikes and 3D AI wafer foundry business open up a turnaround opportunity

- Published: 2026-07-16T12:18:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536628
- anchor: #n1539144
- Companies mentioned: 美光

力積電 (6770-TW) returned to growth as memory foundry prices rose and its 3D AI wafer foundry business expanded. Expectations that it will break free from the business cycle have fueled greater investor interest.

## Employee benefits get another boost! 富邦金 raises marriage subsidy to NT$30,000 and also gives cash gifts for children

- Published: 2026-07-16T12:16:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536616
- anchor: #n1539145

富邦金控 will raise its marriage subsidy to 30,000 yen from August 2026 and extend subsidies to employees’ children. The move supports employees at major life milestones and reflects the company’s emphasis on balancing work and family.

## Fighting inflation! South Korea's central bank raises rates for the first time in three and a half years; market expects 1 to 2 more hikes before year-end

- Published: 2026-07-16T12:15:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536393
- anchor: #n1539146
- Companies mentioned: Kiwoom証券

The Bank of Korea raised its policy rate by 25 basis points to 2.75%, its first increase in 3 and a half years. Amid high inflation and financial risks, markets expect another rate hike this year.

## 〈Stocks in Focus〉Haichang Biotech defies broader market weakness, debuts on the OTC market today and gains more than one-tenth in a honeymoon rally

- Published: 2026-07-16T12:14:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536606
- anchor: #n1539500

海昌生技（7814-TW） debuted on the OTC market today at 28.47 yuan, with its share price rising more than 10% on the back of overseas market expansion and June revenue growth of more than 2 times year over year, demonstrating strong market confidence. This marks an important milestone in the internationalization of Taiwanese biotech companies and their integration with capital markets.

## South Korean central bank's 1-notch rate hike intensifies stock market selling; Samsung and SK海力士 fall more than 8%

- Published: 2026-07-16T12:12:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536620
- anchor: #n1539147
- Companies mentioned: 三星電子、SK海力士、国際通貨基金（IMF）

韓國銀行が2023年1月以来初の利上げを実施し、基準金利を2.75％に引き上げました。これによりKOSPIが6.48％下落し、三星電子やSK海力士が大幅安となりました。インフレ圧力が主因です。

## China's central bank issues latest statement on second-half monetary policy

- Published: 2026-07-16T12:11:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536162
- anchor: #n1539148

China’s central bank released financial statistics for the first half of 2026, showing steady growth in M2 and aggregate social financing. It signaled that policy in the second half would support liquidity and lower interest rates. This is important for supporting economic stability and high-quality growth.

## Short sellers' paper profits on SpaceX approach $4 billion as short interest surges to 28%

- Published: 2026-07-16T12:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536246
- anchor: #n1539149
- Companies mentioned: S3 Partners、Bloomberg

Short sellers in SpaceX recorded $3.88 billion in paper profits. Short interest reached 28%, an unusually high level for a newly listed company. The share price fell close to its IPO price, underscoring market caution.

## 矽科宏晟 invests $8 million to build a new U.S. factory; clean rooms will be assembled in the U.S. in the future

- Published: 2026-07-16T12:00:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536587
- anchor: #n1539150
- Companies mentioned: Kanto Chemical Engineering Co.,Ltd、宏晟科技

Taiwanese cleanroom systems manufacturer 矽科宏晟 completed a new factory in Phoenix, Arizona, after investing about $8 million. It has established local cleanroom assembly and immediate technical support to serve North American semiconductor demand.

## 〈焦點股〉電子五哥緯創、英業達相繼貼息 廣達除息秀沒漲聲跌逾4%

- Published: 2026-07-16T11:56:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536550
- anchor: #n1539151
- Companies mentioned: 緯創、英業達、廣達

Facts:
- Cash dividend of 15.6 per share
- Ex-dividend reference price of 365.5
- Drop of more than 4%
- 成交量超過 1.5 萬張
- Foreign investors have been net sellers for 2 consecutive trading days
- Investment trusts have been net buyers of 廣達 for 37 consecutive days
- 買超張數高達 33.02 萬張
- 現金股利配發總金額達 602.57 億元
- Cash dividend of 5.5006 per share
- Ex-dividend reference price of 150
- Cash dividend of 2 per share
- Ex-dividend reference price of 61.7

## Time is not on the market's side! IEA: If the conflict in the Strait of Hormuz is not resolved within weeks, the global economy faces a new headwind

- Published: 2026-07-16T11:55:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536364
- anchor: #n1539152

IEA Executive Director Birol warned that the global economy would suffer another blow if the disruption to shipping through the Strait of Hormuz is not resolved within weeks. Unstable energy supplies could have a severe impact on emerging economies in Asia.

## CXMT IPO roadshow: Chairman Zhu Yiming makes latest statement

- Published: 2026-07-16T11:54:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536142
- anchor: #n1539153
- Companies mentioned: 財通證券、大基金二期

China's domestic DRAM leader 長鑫科技 held an online roadshow for its STAR Market IPO. Chairman Zhu Yiming addressed capacity expansion and corporate governance, stressing the stability of its structure without an actual controller, drawing strong investor attention.

## 〈Stocks in Focus〉汎德永業 to launch several new imported models in the second half; shares rise on first ex-dividend day

- Published: 2026-07-16T11:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536555
- anchor: #n1539154
- Companies mentioned: BMW、Porsche

The summary of this item is not shown

## IBM's historic stock plunge creates rare options trading opportunity

- Published: 2026-07-16T11:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536238
- anchor: #n1539155

IBM shares plunged more than 25% after its second-quarter results fell short of market expectations. In the options market, selling strategies that take advantage of high premiums are drawing attention.

## Software and hardware prices rise in turn! Apple raises AppleCare+ monthly fee by $0.5 as shares soar more than 21% this year

- Published: 2026-07-16T11:25:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536336
- anchor: #n1539156
- Companies mentioned: 天風國際證券

Apple raised the monthly fee for AppleCare+ for Mac and iPad by $0.5. Ongoing price adjustments amid rising costs come as the stock has gained 21% this year, reflecting market confidence.

## UK plans youth curfew; social platforms must enable nighttime usage restrictions by default

- Published: 2026-07-16T11:16:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536306
- anchor: #n1539157

The U.K. government announced plans to require restrictions on social media use late at night for young people aged 16-17. Platforms would be required to disable addictive features by default. The move is intended to protect young people’s health and education.

## SpaceX nears falling below its IPO price as lockup expirations approach; Wall Street still sees more than 70% upside

- Published: 2026-07-16T11:00:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536260
- anchor: #n1539158
- Companies mentioned: Mahoney Asset Management、Palantir Technologies、摩根士丹利、摩根大通、高盛、SK海力士

SpaceX’s share price has approached its $135 IPO price, putting it at risk of falling below that level. Meanwhile, many Wall Street analysts expect more than 70% upside.

## UBS adjusts China investment list on AI and policy tailwinds, adds 快手 and 美團, and increases its position in 阿里巴巴

- Published: 2026-07-16T10:59:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536304
- anchor: #n1539159
- Companies mentioned: 快手、美團、阿里巴巴、中国平安、药明康德、小米集团、招商银行、中国移动、恒瑞医药、中国建设银行、美的集团、百胜中国、中国太平洋保险、中国人民财产保险

UBS adjusted its China stock focus list, adding 快手 and 美團 and increasing its positions in 阿里巴巴, Ping An Insurance and other tech stocks, reflecting its optimism about long-term investment opportunities driven by AI development and policy tailwinds.

## 〈台股開盤〉台積電法說倒數股價弱 指數跌逾600點打4萬5保衛戰

- Published: 2026-07-16T10:59:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536519
- anchor: #n1539160
- Companies mentioned: 台積電、聯發科、鴻海、台達電、日月光投控、巨大、美利達、桂盟、台塑化、台塑、台化

The summary of this item is not shown

## Ukraine and EU reach drone agreement, making Ukraine a supplier to Europe's security network

- Published: 2026-07-16T10:58:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536324
- anchor: #n1539161

Ukraine and the EU signed a cooperation agreement in the field of unmanned aircraft. Drawing on its combat experience, Ukraine is shifting to become a supplier of security for Europe. This is an important step in the restructuring of the defense industry and geopolitical cooperation.

## 鉅祥 subsidiary 旭軟 to distribute a 0.2 dividend and go ex-dividend on 8/11; server liquid-cooling detection boards to ramp up shipments in the second half

- Published: 2026-07-16T10:52:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536528
- anchor: #n1539162
- Companies mentioned: 鉅祥、旭軟、Watlow、日本電裝、Toppan

Facts:
- 0.2
- 5 萬米平方
- 2.76 億元
- 50.94%
- 4.87 億元
- 28.92%
- 5-7 lines
- 6 - 14 pieces

## 「富邦凹子底開發案」 ushers in a new era for Agricultural 16! 「國揚鉑御」 defines Kaohsiung's core assets

- Published: 2026-07-16T10:48:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6535624
- anchor: #n1539163
- Companies mentioned: 富邦、國揚鉑御、國揚建設、漢神百貨、台積電、新聯陽機構、新聯祥廣告

Facts:
- A 150,000-ping landmark mixed-use skyscraper will transform the landscape of North Kaohsiung's redevelopment district
- 內部規劃規模逾 48,000 坪的漢神百貨 3 館
- The site covers 1483.84 ping
- Plans call for twin towers rising 20 and 19 stories above ground
- A 4-story basement
- Main unit sizes range from 20 to 44 ping
- A total of 410 residential units
- 5 retail units
- 360 standard parking spaces

## Selling pressure in U.S. chip stocks spreads across Asia! South Korean stocks fall more than 7%, Nikkei drops 2,000 points, SK Hynix plunges 11% in Seoul

- Published: 2026-07-16T10:40:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536390
- anchor: #n1539164
- Companies mentioned: SK 海力士、三星電子、首爾半導體、LG Innotek、三星 SDI、愛德萬測試、軟銀集團、東京威力科創、瑞薩電子、艾司摩爾、美光、英特爾、科林研發、超微、長鑫存儲、XFUNDs

Facts:
- Kospi index... at 6866.01 points
- Down 5.7%
- Nikkei 225 index... down 2045 points
- Nikkei 225 index... at 66706.07 points
- ADRs fell 9% on Wednesday
- 三星電子 falls more than 7%
- 首爾半導體 (Seoul Semiconductor) falls more than 5%
- LG Innotek falls about 1%
- 三星 SDI falls more than 2%
- 愛德萬測試 (Advantest) falls more than 6%

## AI and HBM demand ignite a correction of 25% in semiconductor equipment stocks; 傑富瑞 sees WFE market expanding 66% by 2028

- Published: 2026-07-16T10:33:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536303
- anchor: #n1539165
- Companies mentioned: 傑富瑞、輝達、應用材料、泛林、科磊、Nova、康特科技、Onto Innovation、英特爾、艾司摩爾、高盛

Facts:
- Global semiconductor equipment stocks have broadly corrected 20% to 25% over the past two weeks
- 市場對 2028 年 WFE 規模的隱含預期，也由約 3,000 億美元降至約 2,500 億美元附近
- 2028 年晶圓廠實際設備採購需求將較市場一致預期高出約 820 億美元
- Advanced process equipment spending is expected to account for 86% of wafer fab capital expenditures
- Prices will rise 40% to 50% quarter over quarter in the third quarter of 2026
- 2027 年 WFE 預測上修至 2,000 億美元、年增 31.6%
- 2028 年全球半導體產值將達 3.1 兆美元
- AI 相關營收可望達 1.1 兆美元

## 機票銷售增逾2成 長榮航這些航線價格降至萬元有找

- Published: 2026-07-16T10:30:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536467
- anchor: #n1539166
- Companies mentioned: 長榮航、易遊網、華航

Facts:
- Air ticket sales grow about 25%
- Prices are below 10,000
- Lowest fare including taxes is 8,000
- About 9,500
- 9,200 including taxes
- Starting at 11,000 including taxes
- Around the 8,000-9,000 range
- Starting at just 4,540 before tax
- Starting at 5,238 before tax
- Starting at 6,137 before tax
- Starting at just 17,024 before tax
- Round trips from just 3,244 before tax
- Starting at 26,315 including taxes
- Starting at 8,957 before tax

## Chinese tourist numbers plunge 56.4%; foreign visitors to Japan fall 2% in first half

- Published: 2026-07-16T10:26:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536308
- anchor: #n1539167
- Companies mentioned: 日本國家旅遊局、日本經濟新聞

Facts:
- 降至 2,110 萬人次
- 中國赴日遊客數量為 206 萬人次
- Plunges 56.4%
- 6 月單月赴日外國遊客數量為 315 萬人次
- Down 6.8%

## Performance diverges between the two markets！SK hynix ADR plunges 9% as conversion opens on 7/29 and its premium over Korean shares is likely to narrow

- Published: 2026-07-16T10:24:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536290
- anchor: #n1539168
- Companies mentioned: SK 海力士、SK Hynix、SKHY-US、長鑫存儲、CXMT、IBM、IBM-US、美光、MU-US、巴隆周刊、Barron's、韓國證券集中保管公司、Korea Securities Depositary

Facts:
- Closed at $176.46 per share
- Surged 27% in a single day
- The forward price-to-earnings ratio has risen to about 6.2 times
- The premium briefly exceeded 50% on Tuesday

## The world's first AI-RAN is here：諾基亞 and 輝達 turn base stations into AI computing centers

- Published: 2026-07-16T10:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536213
- anchor: #n1539169
- Companies mentioned: 諾基亞、輝達、軟銀、愛立信、Infinera

Facts:
- The platform can deliver a spectrum efficiency improvement of more than 20%
- Efficiency gains are expected to reach 50% in 2027
- And exceed 100% in 2028
- 輝達更已入股諾基亞達 10 億美元
- 斥資 23 億美元收購 Infinera

## Yen nears a 40-year low again！It has just 1.6% more room to fall; markets bet authorities will act only at 165

- Published: 2026-07-16T10:10:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536322
- anchor: #n1539170
- Companies mentioned: 高盛、日本央行 (BOJ)

Facts:
- 日本政府曾動用近 740 億美元干預匯市
- 高盛 also raised its forecast for the dollar-yen exchange rate over the next year from 155 to 165

## 蘋果 reportedly evaluates acquisition of chip startup to bolster AI server strategy

- Published: 2026-07-16T10:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536237
- anchor: #n1539171
- Companies mentioned: 蘋果、Google、輝達、Q.ai、Beats Electronics、PA Semi

Facts:
- 今年 1 月，蘋果以近 20 億美元收購以色列新創公司 Q.ai
- 2014 年以 30 億美元收購 Beats Electronics
- 2008 年，蘋果以 2.78 億美元收購晶片設計公司 PA Semi

## Retail investors keep getting burned amid stock market volatility！Failed settlements on listed and OTC shares have worsened this year，reaching a cumulative 20 cases

- Published: 2026-07-16T10:06:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536340
- anchor: #n1539172
- Companies mentioned: 禾伸堂、台燿、國巨、永豐復興、口袋證券、國泰敦三、凱基新莊、元大歸仁、金居

Facts:
- 合計金額高達 5428.5 萬元
- There have been a cumulative 20 failed settlements on listed and OTC shares this year
- The cases affected as many as 16 listed and OTC companies
- 申報違約總金額達 3326.5 萬元
- As many as 10 branches reported failed settlements involving 禾伸堂
- 金額達 2101.5 萬元
- 累計金額突破 1.66 億元
- 前一日的 5.32 億元
- 5.65 億元

## The Information：ASML plans to raise prices for lithography machines；台積電 opposes move

- Published: 2026-07-16T09:59:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536302
- anchor: #n1539173
- Companies mentioned: ASML、台積電、英特爾、三星電子、SK 海力士

Facts:
- An increase of at least 10%
- ASML 最先進 DUV 曝光機單價約 9,000 萬美元
- 上一代 EUV 設備約 2.2 億美元
- 最新一代 EUV 機型售價最高可達 4 億美元
- 2026 年淨銷售額將達到 430 億至 450 億歐元
- 約 492 億美元至 515 億美元

## Burning cash，facing zero，and making a last stand：China's three leaders gamble on the high-stakes battle for AGI

- Published: 2026-07-16T09:50:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536209
- anchor: #n1539174
- Companies mentioned: 智譜、MiniMax、DeepSeek

Facts:
- 估值一個月內飆升至 710 億美元

## AI boom kicks off a new cycle of prolonged supply-demand tightness！Research firm Citrini：Global DRAM shortfall to reach 28.7EB in 2030

- Published: 2026-07-16T09:40:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536319
- anchor: #n1539175
- Companies mentioned: Citrini Research、長鑫存儲、三星、SK 海力士、美光

Facts:
- The global DRAM market will still face a massive supply shortfall，estimated at 28.7EB
- About 18% of total demand that year
- Global DRAM demand，including HBM，is projected to reach 157.5EB in 2030
- Supply capacity will be only about 128.8EB
- Conventional DRAM will be the biggest bottleneck，with supply estimated at about 91EB per year
- Demand，however，will reach as much as 120EB
- The shortfall rate will expand from the current 18% to around 25%
- The average selling price (ASP) of DRAM may remain elevated over the long term，at an estimated $1.5-2 per Gb

## Margin debt nears a record high；analyst says："The market is extremely bearish"

- Published: 2026-07-16T09:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6536249
- anchor: #n1539176
- Companies mentioned: Leuthold Group、FINRA

Facts:
- U.S. margin debt surged more than 40% over the past year
- The S&P 500's total return，including reinvested dividends，was about 22%
- Over the past year，the S&P 500's total return，including reinvested dividends，was about 22%，while margin debt grew about 54% over the same period
- The "excess margin growth" relative to the S&P 500 also reached 26%
- 截至今年 5 月，美國融資餘額已攀升至 1.4 兆美元

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—1st Period (2025/07/31–2026/04/20)

- Published: 2026-07-16T09:26:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC1%E6%9C%9F(2025%2F07%2F31%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A26
- anchor: #n1543348

あおぞら投信 filed its 1st-period securities report for beneficiary certificates of domestic investment trusts. The reporting period runs from July 31, 2025, to April 20, 2026. The report is an important financial disclosure document for investors.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 1st Period (2025/04/25–2026/04/20)

- Published: 2026-07-16T09:26:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC1%E6%9C%9F(2025%2F04%2F25%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A26
- anchor: #n1543347

あおぞら投信が初の有価証券報告書を提出。内国投資信託受益証券に関する情報開示を開始し、透明性向上が期待される。

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 2nd Period (2025/04/22–2026/04/20)

- Published: 2026-07-16T09:22:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC2%E6%9C%9F(2025%2F04%2F22%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A22
- anchor: #n1543228

あおぞら投信 filed its securities report for the 2nd period (2025/04/22–2026/04/20). It discloses financial and operational information on the investment trust to ensure transparency for investors.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 2nd Period (2025/04/22–2026/04/20)

- Published: 2026-07-16T09:21:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC2%E6%9C%9F(2025%2F04%2F22%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A21
- anchor: #n1539466

あおぞら投信 released its securities report for the 2nd period. It explains the investment trust's operating status and financial condition, underscoring the importance of thorough disclosure to investors.

## Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 3rd Period (2025/04/22–2026/04/20)

- Published: 2026-07-16T09:18:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC3%E6%9C%9F(2025%2F04%2F22%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A18
- anchor: #n1539115

あおぞら投信 released its securities report for the 3rd period. It discloses the investment trust's financial condition and operating performance to investors, aiming to ensure transparency.

## Securities Report (Domestic Investment Trust Beneficiary Certificates) – 4th Period (2025/04/22–2026/04/20)

- Published: 2026-07-16T09:16:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC4%E6%9C%9F(2025%2F04%2F22%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A16
- anchor: #n1539114

あおぞら投信 filed its securities report for the 4th period. It covers beneficiary certificates of domestic investment trusts and is intended to provide information to investors. The reporting period runs from April 22, 2025, to April 20, 2026.

## Securities Report (Domestic Investment Trust Beneficiary Certificates) – 5th Period (2025/04/22–2026/04/20)

- Published: 2026-07-16T09:15:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC5%E6%9C%9F(2025%2F04%2F22%EF%BC%8D2026%2F04%2F20)-2026-07-16%2009%3A15
- anchor: #n1538995

あおぞら投信 filed its securities report for the 5th period. It covers beneficiary certificates of domestic investment trusts and aims to ensure transparency for investors.