Original台灣1款知名泡麵宣告停產！30年經典走入歷史「庫存賣完就沒了」，老饕嘆從小吃到大
Summary not yet available
Facts
- A legendary instant noodle brand sold for more than 30 years
Companies mentioned：味丹、随缘、全家便利商店、momo购物网、PChome
2026-07-17 15:00–18:00 JST
561 received, 561 listed, 5 sources ・ Page 6 of 6
One place for news and notices from 2 countries/regions: Taiwan, 312 items from 4 sources; Japan, 249 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 風傳媒 (continued)（54）
US oil company joins Iraq to restart cross-border pipeline; plan to transport oil while bypassing the Strait of Hormuz gets underway
Summary not yet available
Facts
- The oil field’s daily output remains at around 460,000 barrels
Companies mentioned：雪佛龍、巴斯拉石油公司、Capital TI、UCC控股、道達爾能源、康菲石油、盧克石油
International buzz: Forget France—China is becoming the world’s new foie gras powerhouse! Truffles and caviar are catching up too...
Summary not yet available
Facts
- Chinese producers now account for 45% of the global foie gras supply
- China’s truffle exports have surged to more than three times their previous level
Companies mentioned：中國國際金融公司、中金公司
Is “her” responsible for 李四川 trailing in the polls? Huang Wei-han lists 3 key factors in the New Taipei race: it’s not just about failing to win over Hou You-yi voters
Summary not yet available
Facts
- 蘇巧慧 had 40.2% support
- Original李四川（40.0%）
- Another 19.8% of city residents could not choose either candidate
- Original蘇巧慧為49.0%
- Dissatisfaction at 21.6%
- Original李四川則有44.1%
- 24.4% were dissatisfied
- Another 31.5% were undecided
- Original李四川以40.1%
- Original蘇巧慧的38.1%
- Another 21.8%
- 76.1% of respondents said they could accept it
- 13.6% said they could not accept it
- Only 34.9% said they could accept it
- 38.1% said they could not accept it
- Hou You-yi’s approval rating reached 72.4%
Companies mentioned：新台灣國策智庫、國民黨、民進黨、民眾黨
A branch of a “well-known Taiwanese bookstore chain” announces it is closing! 21 years of memories come to an end; clearance sale dates revealed
Summary not yet available
Facts
- 金石堂中和環球店, which had been open for 21 years
- At its peak, 金石堂 had more than 120 physical stores across Taiwan
- Only 19 locations will remain across Taiwan
- 金石堂 has closed 4 branches so far in 2026 alone
- The well-known bookstore chain 諾貝爾圖書城 has also closed 6 physical stores in Taipei, Taichung, Changhua and elsewhere in recent years
- 79% of the price throughout the store
- Choose any 6 used books for 500 yuan
Companies mentioned：金石堂、誠品中壢大書店、諾貝爾圖書城、蔦屋書店、TSUTAYA BOOKSTORE
Original北京觀察》退休老人搶肯德基剩食？大理民宿砍半沒人住、省錢文遭刪…直擊中國「消費寒冬」
Summary not yet available
Facts
- GDP grew 4.3% year over year in the second quarter
- Some B&B rates were lowered by nearly RMB 50
- Exports surged 27% in June
- Up more than 20% in the first half of the year
Companies mentioned：肯德基、小紅書、抖音
Never turn off the air conditioner as soon as you leave! 台電 confirms that “running it for less than 1 hour reduces power use but shortens its lifespan”; 2 tips for keeping it on all day without straining your wallet
Summary not yet available
Facts
- Every time an air conditioner is restarted, the compressor uses as much as 1.3 kWh at startup to cool the room rapidly
- When leaving home for 10 hours
- Normally, keep the temperature between 26 and 28 degrees.
Companies mentioned：台電
Bombshell! Trump releases declassified files: 278,000 noncitizens registered to vote, China holds personal data of 220 million U.S. voters
Summary not yet available
Facts
- About 278,000 noncitizens registered to vote in federal elections
- China obtained the personal information of about 220 million U.S. voters
Companies mentioned：國土安全部、司法部、聯邦調查局、中央情報局、國家情報總監辦公室、白宮、中華人民共和國
Economy in Focus》China's economic momentum hits a new low! Growth was just 4.3% in the second quarter, as the property market collapses and consumer spending languishes
Summary not yet available
Facts
- China's GDP grew just 4.3% year over year from April to June
- The battle to defend 5% has officially been lost
Companies mentioned：歐亞集團、Eurasia Group
Jiekou and 全支付 both lost! Taiwan's strongest mobile payment service is this one: “wide coverage, generous rewards and great savings,” with easy-to-use, convenient features
Summary not yet available
Facts
- LINE Pay took the top spot by an overwhelming margin, with 32,318 mentions
- Apple Pay 18,296
- iPASS一卡通 12,276
- PayPal 6,026
- 街口支付 5,726
- 全支付 4,820
- 悠遊付 3,502
- 台灣Pay 2,899
- Google Pay 2,068
- O'Pay歐付寶 1,901
- LINE Pay draws on a huge base of more than 21 million active messaging app users
Companies mentioned：LINE Pay、Apple Pay、iPASS一卡通、PayPal、街口支付、全支付、悠遊付、台灣Pay、Google Pay、O'Pay歐付寶、全聯福利中心、一卡通票證股份有限公司、蘋果公司、台新Richart
Popular all-you-can-eat buffet in northern Taiwan announces it will close! Officials confirm the news, as regulars lament, “It’s convenient to get to, and we often came here for gatherings.” Final day of business revealed
Summary not yet available
Facts
- Set to close on September 30
- Closing early on August 16
- An enormous floor-to-ceiling window spanning 200 centimeters
Companies mentioned：50樓Café自助餐廳、Asia49亞洲料理及酒廊、望月樓、Mega50宴會廳、百揚大樓
Taiwan stocks plunge 2,100 points, 台積電 falls NT$100 after earnings call! Hsieh Chin-ho warns that “payback time” has arrived: caught in the typhoon’s path
Summary not yet available
Facts
- 台積電 also announced an additional US$100 billion investment in Arizona
- Nearly NT$2.6 trillion wiped off market value
- 海力士 shares surged 39.67 times
- Sandisk shares surged 85 times
- Original南韓散戶卻超過7成賠錢
- 國巨 shares plunged from NT$1,220 to NT$699
- Investment in the United States has surged to 265 billion
Companies mentioned：台積電、財信傳媒、海力士、三星、國巨、陳泰銘私人投資公司、Agentic AI、金融時報
Commuters take note! 台北捷運 announces “1 major measure” taking effect; passengers say it’s more convenient and a real public service
Summary not yet available
Facts
- A contractual penalty as high as 50 times the original fare
Companies mentioned：台北捷運
Business in Focus》The 188-centimeter Atlas robot is coming for jobs, and 現代汽車 faces a massive strike! With robot adoption the world’s highest, could South Korea become a hotbed of labor unrest?
Summary not yet available
Facts
- 6 feet 2 inches tall
- Original約 4 萬名工人
Companies mentioned：現代汽車、國際機器人聯合會、李在明
Taiwan | 鉅亨網（47）
Lai Ching-te inspects drone development, saying, “Everything is ready; all we need is a favorable wind,” and again calls for passage of a special defense budget
Summary not yet available
Facts
- Original國防部先前編列為期 8 年、總經費新台幣 1 兆 2,500 億元的特別預算
- Original立法院僅通過 7,800 億元
- Original刪減 4,700 億元
- Original行政院已提供經濟部 6 年期計畫，總計新台幣 442 億元
Companies mentioned：中科院、工研院、資策會、國防部、經濟部
杏輝 expands capacity to meet international orders, planning to invest more than NT$1 billion within 3 years
Summary not yet available
Facts
- Original規劃 3 年內投入超過 10 億元
- Plans to add 2 sterile drug production lines
- Original智慧物流中心方面，杏輝規劃投入約 7 億元
- 杏輝's logistics center currently has about 4,000 pallets
- Contract manufacturing currently accounts for about 40% of 杏輝's total revenue
- Exports currently account for less than 10%
Companies mentioned：杏輝、日本藥廠
榮耀HONOR 600 series sells more than 1,000 units in 3 days after launching in Taiwan; 5 stores to open across Taiwan by year-end
Summary not yet available
Facts
- More than 1,000 units sold
- Designated plans starting at just NT$0
Companies mentioned：榮耀、HONOR、遠傳電信
Original詐團搭台股熱！期貨商揪出389件詐騙逾9成來自社群平台 提醒警惕「釣魚」訊息
Summary not yet available
Facts
- Futures firms have collected reports of 389 fraud cases on social media platforms
- Original其中超過 9 成來自社群平台
- The cumulative number of reported cases has reached 710
- A total of 15 creative, engaging anti-fraud awareness events have been held
- Reaching more than 1,500 people
- A total of 7 futures firms held a variety of interactive events
Companies mentioned：期交所、Facebook、Threads、Instagram、LINE
Xi Jinping's 2026 WAIC speech calls for cooperation on artificial intelligence development
Summary not yet available
Facts
- Representatives from 29 countries formally signed the agreement
- 5,000 places in AI-focused training programs
- Deployed in 30 countries
Companies mentioned：西門子
鎧俠 shares halve in a month! Nomura remains bullish, forecasting NAND price increases to exceed expectations and setting a target price of ¥126,000
Summary not yet available
Facts
- Target price raised to ¥126,000
- Down a cumulative 51% from last month’s high
- Original市值蒸發至少 29.5 兆日元
- Return of about 118% over the next year
- Q2 unit price growth forecast raised from 65% quarter over quarter to 70%
- Q3 forecast raised from 20% to 25% quarter over quarter
- 威剛's Q2 SSD sales rose 87% quarter over quarter
- Q3 contract prices to rise another 35% to 40%
- Original2027 財年營業利潤從 7 兆調至 7.5 兆日元
- Original2028 財年從 9.8 兆調至 10.7 兆日元
- Original自由現金流預測從 6.3 兆調至 6.9 兆日元
- About 20 completed
Companies mentioned：鎧俠、野村證券、豐田汽車、TrendForce、威剛、OpenAI
高盛 warns: The AI market has been stretched like a “rubber band”; now it’s just a question of when it will snap
Summary not yet available
Facts
- The capability gap between open-source models and leading closed-source models has narrowed sharply to 4 months
Companies mentioned：高盛、微軟、亞馬遜、Alphabet、Meta、阿波羅全球管理公司
Original伊朗宣稱襲擊美軍駐敘指揮部 並威脅封鎖海峽
Summary not yet available
Facts
- About 91 Iran-linked oil tankers are adrift or idle
Companies mentioned：伊朗革命衛隊、美軍、敘利亞政府、美國軍方、大馬士革
美光 strengthens its automotive business, partnering with 7 major automotive suppliers
Summary not yet available
Companies mentioned：美光、高通、偉世通、HARMAN、JOYNEXT、電裝、Astemo、現代 Mobis、現代 Mobis(Hyundai Mobis)
The biggest challenge when leaving the workforce isn’t how much you’ve saved, but how long your money will last
Summary not yet available
Facts
- The 4% withdrawal rule
Companies mentioned：永誠資產管理處
Global AI and technology stocks sell off as Asian markets plunge across the board on Friday
Summary not yet available
Facts
- The Nikkei 225 plunged more than 4,100 points at one point
- Down more than 6.18%
- 鎧俠 (Kioxia) shares were hammered, falling more than 16%
- 村田製作所 (Murata) tumbled nearly 12%
- TDK fell more than 6%
- 索尼 bucked the trend, rising about 1.6%
- China's CSI 1000 Index fell more than 3%
- AI chipmaker 寒武紀科技 fell more than 6%
Companies mentioned：鎧俠、村田製作所、TDK、索尼、寒武紀科技、工業富聯、中芯國際、北方華創、立訊精密、美團、快手、騰訊、百度、阿里巴巴、小米、Sandisk、Western Digital、希捷、英特爾、美光
The world’s largest open-source model! 月之暗面 releases Kimi K3, which can autonomously design AI chips: 45nm, 100MHz frequency
Summary not yet available
Facts
- The world’s first open-source model at the 3-trillion-parameter scale
- Original實際參數 2.8 兆
- Original100 萬 Token 上下文窗口
- Raises overall scaling efficiency by about 2.5 times over the previous generation
- During 48 hours of continuous autonomous operation
- Original集成 146 萬標準單位
- 0.277MB SRAM
- Achieves timing closure at 100MHz
- Simulated decoding throughput sustained at more than 8700 tokens per second
- Original完成約 20 億美元新一輪融資
- Original投後估值突破 200 億美元
- Original半年內累計融資超 39 億美元
Companies mentioned：月之暗面、Moonshot AI、Claude Fable、GPT-5.6 Sol、美團龍珠、水木資本、中國移動、CPE 源峰、Nangate
AI IPO honeymoon is over! SpaceX and SK海力士 plunge as U.S. IPO performance trails the S&P 500
Summary not yet available
Facts
- Weighted average return on U.S. IPO stocks this year falls to 6%
- Trailing the S&P 500’s 11% gain
- SpaceX shares fell 3.08% at Thursday’s close
- Closed at $131.11 per share
- $135 offering price
- Original市值已從上市後收盤的高點蒸發 9030 億美元
- Original完成創紀錄 265 億美元 IPO
- Plunges 13.7%
- Closed at $152.31 per share
- $149 offering price
- Overall weighted average return on U.S. IPOs this year is about 10%
- Philadelphia Semiconductor Index falls 11%
- A basket of momentum stocks tumbles more than 8%
Companies mentioned：SpaceX、SK海力士、Blackstone、加拿大皇家銀行、摩根士丹利、Jersey Mike's Subs、Cumberland Farms、Suja Life、Yesway、Anthropic
Original〈台股盤後〉崩跌2953點史上最慘烈！大逃殺壓垮季線和4萬3大關
Summary not yet available
Facts
- Original成交量爆出 1.2 兆元
- Weekly decline reaches 2,683 points
- As many as 1,755 listed and OTC stocks fall
- Only 148 stocks rise
- More than 734 stocks fall by over half a limit-down
- As many as 116 stocks hit limit-down
- It closed at NT$2,290
- Original市值也失守 60 兆元大關
- Accounts for as many as 1,431 points of the decline
Companies mentioned：台積電、聯發科、台達電、日月光投控、聯電、欣興、南電、景碩、華通、楠梓電、臻鼎、定穎投控
白宮: Trump to attend World Cup final, expected to present the championship trophy jointly with the FIFA president
Summary not yet available
Facts
- 2026 World Cup final
- 白宮 on Thursday (the 16th)
- 102 matches
- 美國隊 loses 1-4 and is eliminated
Companies mentioned：白宮、FIFA、阿根廷、西班牙、美國隊、比利時、卡達、俄羅斯、切爾西、川普大樓
WAIC 2026 opens, showcasing cutting-edge technology: “AI develops itself, robots assemble themselves”
Summary not yet available
Facts
- Original展覽面積首度突破 10 萬平方公尺
- Attracts more than 1100 companies
- Showcases more than 3000 cutting-edge technologies
- More than 300 of the products make their global debut
- Development cycles are sharply shortened from 2 to 5 years to 2 to 6 months
- Success rate surges from 1% to 30%
- Execution efficiency improves by 2 to 5 times
- Offers 700TOPS of computing power
Companies mentioned：華為、百度、天鷚科技、晶泰科技、西門子、微億智造、它石智航、智元遠徵、加速進化公司、階躍星辰、MiniMax
Last chance to get a ticket! Taiwan Lotto has rolled over for 19 consecutive draws, with tonight’s jackpot reaching NT$700 million; only 6 groups remain in the Dragon Boat Festival million-dollar bonus promotion
Summary not yet available
Facts
- Original頭獎上看 7 億元
- Original該名幸運兒最高可獨拿 600 萬元獎金
- Taiwan Lotto rolls over for 19 consecutive draws
- The first prize has been won 56 times
- 62 winning tickets in total
- About 14.5% of winners used a number-combination betting method
- Bet NT$350
- Original超過 7 成的中獎者採用電腦選號
- About 19% of winners used a number-combination betting method
- Original350 元的 7 連碰最受歡迎，在包牌中獎者中占比達 6 成
Companies mentioned：台灣彩券公司
Cathay United Bank’s new chairman: Being older and having stayed longer are my strengths! Chen Zu-pei: The storm has passed; we will start anew with the highest ethical standards
Summary not yet available
Facts
- He is 84 years old
- He has served for nearly 40 years
Companies mentioned：國泰世華銀行、國泰金控、世華銀行
台積電’s positive earnings-call news fails to prevent a brutal selloff; shares plunge more than 6%, fall below the quarterly line, and wipe nearly NT$4 trillion off market value
Summary not yet available
Facts
- Nearly NT$4 trillion wiped off market value
- Second-quarter gross margin reaches 67.7%
- Operating margin is 60.3%
- Original全年資本支出提高至 600 億至 640 億美元
- The 2nm production ramp-up will dilute gross margin by about 3 to 4 percentage points in the second half of 2026
- Overseas wafer fabs could have a further impact of 2 to 3 percentage points
- Original再增加 1000 億美元亞利桑那州投資
- Original美國總投資金額提高至 2650 億美元
- Target price ranges from NT$3,000 to NT$4,200
Companies mentioned：台積電、TSM-US
Hong Kong-listed SK海力士 double-leveraged ETF nearly halves this week, plunging 70% from its peak
Summary not yet available
Facts
- Still plunges 18.20% in morning trading
- Falls below HK$47
- Weekly decline reaches 47%
- Falls more than 70% in less than 1 month
- The figure is about 8% below market expectations
- KIS sharply cuts its forecast for second-quarter DRAM average selling price (ASP) growth from 50% to 28.9%
- 南韓央行 announces a rate hike to 2.75% on July 16
- Original南韓券商強平金額已達 4,258 億韓元
- Original散戶保證金帳戶一個月內減少了 34 兆韓元
Companies mentioned：SK 海力士、KIS、輝達 (NVDA-US)、南韓央行、南韓金融服務委員會 (FSC)、三星
Auto market: 台灣賓士 to bring in 25 new models; GLB to arrive before year-end
Summary not yet available
Facts
- Plans to introduce 25 all-new models in rapid succession over the next two years
- Maximum all-electric range of 633 kilometers
Companies mentioned：台灣賓士、Mercedes-Benz
Biggest-ever intraday plunge of more than 2800 points; more than 10 passive-component stocks trigger a string of limit-downs, with 華新科 the worst hit as its share price halves
Summary not yet available
Facts
- At one point plunges 2801.32 points intraday
- Exceeds the previous record decline of 2,694.08 points set on June 8 this year
- Falls to 42823.66 points
- The stock was mercilessly hammered down to the limit-down price of 699 yuan
- Fell 9.92%
- Plunged 9.42% to 149 yuan
- Slumped 9.81% to 142.5 yuan
- Sank to the limit-down price of 690 yuan intraday
- Flashed green and hit the limit-down price of 288 yuan
- Plunged 9.59% to 48.55 yuan
- Dropped 9.93% to 43.55 yuan
- Limit-down
Companies mentioned：國巨、凱美、大毅、禾伸堂、立隆電、千如、鈺鎧、華容、九豪、華新科、信昌電、台積電
Major process downgrade! Reports say 塔塔電子's first wafer fab has been downgraded from 28nm to 90nm, with commercial operations delayed by 2 years to 2028
Summary not yet available
Facts
- 90nm process
- 28nm process
- Original1.28 兆盧比
- Original900 億人民幣
- Mid-2028
Companies mentioned：塔塔電子、力積電、塔塔控股公司、塔塔之子、彭博資訊
輝達 enters a promising new AI market, potentially providing a fresh catalyst for its share price
Summary not yet available
Facts
- Noetra will initially deploy 13,750 輝達 Vera CPUs
- 27,500 Rubin GPUs
- Can provide data center computing capacity of 140MW
- Original突破 300 億美元
- 輝達 closed down 2.4% on Thursday
- At $207.40 per share
- 那斯達克 index fell 1.5%
- Plunged 4.3%
- Original每年將售出約 3.5 億台機器人
- Original平均售價約 2.5 萬美元
- Original市場規模可望達 9 兆美元
- The share price was about $226 at the time
Companies mentioned：輝達、Nvidia、NVDA-US、軟銀、SoftBank、Sony、本田、Honda Motor、Noetra、RBC、Tom Narayan、華爾街、那斯達克、費城半導體指數
〈Cathay United Bank's new chairman〉陳祖培 outlines 3 priorities—internal controls, risk management and customer trust—and vows to make the bank the industry's No. 1
Summary not yet available
Facts
- Original現年 84 歲的陳祖培
- He has worked in the 國泰 group and 世華銀行 system for nearly 40 years
Companies mentioned：國泰金控、國泰世華銀行
源點 sees membership battle heat up in the charging market, with membership topping the number of registered electric vehicles
Summary not yet available
Facts
- Original會員數已突破 18 萬人
- Rates start at just 5.25 yuan per kWh
Companies mentioned：源點科技、EVOASIS、特斯拉
China's domestic substitution drive faces a golden opportunity! 高盛: 長鑫存儲's IPO comes at the right time, targeting the 2026-2028 memory supercycle
Summary not yet available
Facts
- Global market share
- Original壟斷逾 9 成市佔率
- HBM consumes 3-4 times as many wafers as conventional DRAM
- Global conventional DRAM capacity has a compound annual growth rate of just 7-8%
- 12% in the previous cycle
- Average conventional DRAM prices are up 326% year over year this year
- NAND is up 283% year over year
- DRAM gross margin has remained stable at around 80%
- OriginalHBM 市場規模 2028 年將達 1680 億美元
- China's memory self-sufficiency rate is just 15%
Companies mentioned：長鑫存儲、高盛、三星、SK 海力士、美光、阿里巴巴、字節跳動、騰訊
Original〈焦點股〉光通訊股綠光罩頂 聯鈞等4檔跌停、6檔重摔逾半根停板
Summary not yet available
Facts
- At one point, more than 2,000 points
- The share price fell to 432 yuan
- Plunged 8-9%
- Dropped more than 7%
Companies mentioned：聯鈞、前鼎、光環、眾達 - KY、波若威、華星光、統新、聯亞、上詮、光聖、輝達、黃仁勳、邁威爾、台積電、Intel、Broadcom
〈Focus stocks〉Telecom stocks shine amid market turmoil; all 3 major carriers completed ex-dividend gap filling as the market plunged 2300 points
Summary not yet available
Facts
- The broader market plunged more than 2300 points
- Shares were recently quoted at 103.5 yuan
- Shares were recently quoted at 138.5 yuan
- Shares were recently quoted at 111.5 yuan
- Cash dividend of 3.890281 yuan per share
- Cash dividend of 5.2 yuan per share
- Cash dividend of 4.8 yuan per share
- Original稅後純益 207.5 億元
- Earnings per share of 2.68 yuan
- Original稅後純益 86.9 億元
- Earnings per share of 2.86 yuan
- Original稅後純益 77.18 億元
- Earnings per share of 2.14 yuan
Companies mentioned：中華電信、台灣大、遠傳
Several foreign brokerages raise price targets after 台積電's earnings briefing, with the highest reaching 4200 yuan
Summary not yet available
Facts
- Raises full-year revenue growth forecast to 40%
- Original上調全年資本支出至 600-640 億美元
- Original加碼美國投資 1,000 億美元
- The highest target is 4,200 yuan from an Australian brokerage
- Second-quarter gross margin reached 67.7%
- Below the 70% expected by some institutional investors
- The N2 production ramp-up could dilute gross margin by about 3 to 4 percentage points in the second half of 2026
- Overseas fabs could further dilute it by 2 to 3 percentage points
- Maintains a high gross margin of around 65% to 66%
- Original美國總投資金額提高至 2650 億美元
Companies mentioned：台積電、英特爾
晶技's optical communications quartz oscillator orders are booked through 2027; revenue is forecast to set a new high this year
Summary not yet available
Facts
- 晶技's revenue share from quartz oscillators used in servers, optical communications and optical modules has climbed to 14-15%
- As the traditional third-quarter peak season begins, 晶技's revenue is expected to grow from the second quarter's 8-10%
- Original晶技 2026 年上半年營收 70.38 億元
- Original晶技 2026 年上半年營收 70.38 億元，年增 7.7%
- Original依此推估晶技在 2026 年全年營收將達 157 億元改寫歷史新高
- Original晶技自結 6 月稅前盈餘以 2.32 億元創 15 個月來新高
- Original2026 上半年稅前盈餘 12.2 億元
- Original2026 上半年稅前盈餘 12.2 億元，年增 23.9%
- Pretax earnings per share were 3.6 yuan
Companies mentioned：晶技、希華
AI stocks suffer a bloodbath! Taiwan stocks plunge more than 2300 points intraday, wiping 7.6 trillion yuan off listed companies' market value in a single day
Summary not yet available
Facts
- Original光是台積電市值就驟減逾 3 兆元
- The Philadelphia Semiconductor Index plunged 4.29%
- The 日經 225 index plunged more than 3000 points intraday
- The index plunged 2,694 points intraday on June 8 this year
- 台積電 ADR fell 2.32% yesterday
- The number of limit-down stocks rose to nearly 70
Companies mentioned：台積電、國巨、華新科、聯電、南亞
〈Focus stocks〉台積電's "Not at all" sparks selling pressure; all 3 mature-node foundry leaders hit limit-down
Summary not yet available
Facts
- Other mature-node processes are not short of supply at all; "Not at all" was used to sum up the situation.
Companies mentioned：台積電、聯電、世界先進、力積電
Research firm: Memory supply constraints squeeze Q2 global smartphone shipments, down 11% year over year; 三星 beats 蘋果 to reclaim market-share lead
Summary not yet available
Facts
- Global smartphone shipments fell 11% year over year in the second quarter of 2026
- 三星 reclaimed the top spot in the global smartphone market in the second quarter of 2026, with a 24% shipment market share
- 蘋果 shipments rose 3% year over year in the second quarter of 2026
- Counterpoint Research maintains its forecast for global smartphone shipments to fall about 14% year over year in full-year 2026
Companies mentioned：三星、蘋果、小米、OPPO、vivo、Google、華為、Counterpoint Research
Even 台積電’s earnings call fails to save Taiwan stocks; market plunges more than 2,300 points, its second-biggest intraday drop ever; analysts weigh in
Summary not yet available
Facts
- Taiwan stocks fell more than 2,300 points intraday today (17)
- The drop was second only to the record 2,694.08-point plunge set this year
- Fund managers’ cash levels fell to 3.6%
- The bull-bear indicator reached 9.4, an extremely optimistic level
- Taiwan stocks must also guard against the risk of falling below the quarterly moving average near 43,540 points
Companies mentioned：台積電、元大投顧、美銀美林、元大證券、投資先生
「Prophet」 warns yen could weaken to 170 next year, relying on technicals rather than news
Summary not yet available
Facts
- Original日元明年可能貶至 1 美元兌 170 日元
- Original目前日元約在 162.84 兌 1 美元附近
- Original日元短期最多也只可能升至約 154 兌 1 美元
- Original日本政府曾在 4 月 28 日至 5 月 27 日期間投入創紀錄的 11.73 兆日元
- Original約 723 億美元
- The increase was 1 basis point (0.25 percentage points)
Companies mentioned：彭博、Kshitij Consultancy Services、日經、道瓊工業指數、日本政府退休金投資基金 (GPIF)、日本銀行 (BOJ)
Shares halve, but Nomura still says buy! Raises 鎧俠 price target, bullish on coming NAND price hike cycle
Summary not yet available
Facts
- Original將目標價上調至 12.6 萬日元
- Original營業利潤預測，由先前的 7.0 兆日元調升至 7.5 兆日元
- Original營業利潤預測從 9.8 兆日元大幅調高至 10.7 兆日元
- Its bit price growth forecast was raised to 70% from 65%
- Growth expectations for the July-to-September quarter were also raised to 25% from 20%
- In the second quarter of 2026, growth surged 87% from the previous quarter
- NAND contract prices are expected to rise 35% to 40% quarter over quarter in the third quarter
Companies mentioned：鎧俠、野村證券、TrendForce、威剛、OpenAI
Unfazed by the index flash crash? Active ETF assets grow 302% year over year, with momentum 7 times that of passive ETFs
Summary not yet available
Facts
- The index plunged more than 2,000 points intraday
- Original跨國股票型主動式 ETF 規模已達 1431 億元
- Original較去年底大幅增加 1075 億元
- Growth this year reached 302%
- Growth momentum is 7 times that of passive ETFs
- The weighted index has gained more than 130% cumulatively
- 應用材料（AMAT）has gained more than 125% so far this year
- Networking chip technology leader 邁凌科技（MXL）has gained more than 400% so far this year
Companies mentioned：台積電、摩根資產管理、應用材料、邁凌科技
川普 accuses 中國 of interfering in the 2020 election and stealing data on 220 million voters, urges Congress to swiftly advance election reform bill
Summary not yet available
Facts
- Data on 2.2 hundred million U.S. voters
Companies mentioned：川普、中國、美國國家情報總監 (DNI)、美國聯邦調查局 (FBI)、ABC、NBC、CNN
ZARA closes another store, shutting 10 locations across 中國 so far this year
Summary not yet available
Facts
- ZARA has closed 10 brick-and-mortar stores in 中國
- Total floor area is nearly 2,000 square meters
- 中�國 still has 53 ZARA stores
Companies mentioned：ZARA、Inditex、Massimo Dutti、優衣庫、H&M
Original〈房產〉七都逾8成交易符合「青安3.0」總價門檻 房仲：首購族購屋受限小
Summary not yet available
Facts
- Original台北市總價上限 3500 萬元
- Original新北市及新竹縣市上限 2500 萬元
- Original其餘縣市則為 2000 萬元
- Tainan City: 89.6%
- Taoyuan City: 89.0%
- Kaohsiung City: 88.5%
- New Taipei City also reached 86.9%
- Taichung City and Hsinchu County and City came in at 82.8%, respectively
- Taipei City also stood at 74.8%
Companies mentioned：永慶房屋研展中心
AMD’s MI450 could challenge 輝達 at the rack level for the first time
Summary not yet available
Facts
- The trend could continue into 2027
- It lost several major inference orders in 2024 and 2025 due to software limitations
Companies mentioned：AMD、輝達、法國巴黎銀行、超微、ZT Systems、博通、Meta Platforms、OpenAI
Veteran steps in during a crisis! Cathay United Bank board approves appointment of 陳祖培 as chairman
Summary not yet available
Facts
- 陳祖培 has served the group for more than 30 years
- Effective July 17
Companies mentioned：国泰金控、国泰世华银行、国泰投信
Original〈焦點股〉千金股萬綠叢中一點紅 奇鋐5月自結EPS達8.03元
Summary not yet available
Facts
- Original5 月稅後純益 31.52 億元
- EPS was NT$8.03
- Original奇鋐 6 月營收 176.18 億元
- Original第二季營收 491.21 億元
- Original累計今年前 6 月營收 981.59 億元
Companies mentioned：奇鋐
South Korean stocks plunge! 1 in every 30 people faces a margin call, with the forced liquidation rate surging to 10%
Summary not yet available
Facts
- Original全市場累計超過 120 萬槓桿散戶的賬戶觸及保證金追繳線
- 1 in every 30 adults
- About 3.4%
- The forced liquidation rate jumped to more than 10%
- The average rate over the past six months was only about 2.1%
- Household loan quotas at the 五 largest commercial banks were more than 85% used up in the first half
Companies mentioned：韓國金融監督院、Lombard Odier、John Woods、韓國金融服務委員會
JPMorgan: AI pullback in A-shares is 「healthy deleveraging」, not a bubble bursting; hardware supply constraints to persist through 2028
Summary not yet available
Facts
- MSCI China Index target: 100 points
- CSI 300 target: 5,200 points
- Semiconductor ETFs see average daily net inflows of 1.2 billion yuan
- Technology hardware ETFs: 350 million yuan a day on average
- Latest debt-to-asset ratio is about 40%
- Chinese property developers peaked at about 100%
- Telecom companies are at about 230%
- Mass production of 3-nanometer chips will not begin until the second half of 2027
- A large-scale global HBM supply release and easing of shortages are not expected until throughout 2028
Companies mentioned：摩根大通、阿里巴巴、亞馬遜、台積電、美光、SK海力士
美光 becomes 「the market’s most important stock」; analyst says shares remain undervalued
Summary not yet available
Facts
- 美光 shares have fallen 30% from their peak
- The company’s normalized EPS is trading at a price-to-earnings ratio below 11 times
- When 美光 shares were still above 900 U.S. dollars
- The share price fell below 850 U.S. dollars
- Peak EPS could reach 194 U.S. dollars
- Even in a bearish scenario, it could reach 156 U.S. dollars
- The market consensus estimate of 178 U.S. dollars
- 美光 plunged 5.65% on Thursday
- NAND flash memory maker SanDisk (SNDK-US) fell more than 12%
- The Philadelphia Semiconductor Index (SOX) sank about 4.3%
- Marvell (MRVL-US) had the biggest decline, falling 36% from its peak
- Currently, only about 13.3% of constituents remain above their 50-day moving averages
Companies mentioned：美光、Trivariate Research、SanDisk、Marvell、CoreWeave、Evercore ISI