AI News 180m Report

2026-07-17 21:00–24:00 JST

133 received, 133 listed, 6 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 99 items from 4 sources; Japan, 34 items from 2 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)（24）

Delays in Jiuru Bridge reconstruction anger residents! 陳美雅 urges city government to finish on schedule and improve lighting, drainage and traffic management

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Demolition work on Jiuru Bridge began in late November 2023
  • After the bridge demolition was completed in February 2024
  • The city government did not hold the reconstruction groundbreaking ceremony until late September 2024
  • Expected to be completed and opened to traffic in June 2026

Companies mentioned：高雄市、陳美雅

Original Article page

Uber's hundred-billion-dollar acquisition of Delivery Hero raises monopoly concerns; food delivery union urges government to scrutinize deal closely: Don't let one company dominate the market

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The acquisition price was raised from 33 euros per share to 41.5 euros
  • The business footprint will expand to nearly a hundred markets worldwide

Companies mentioned：Uber、Delivery Hero、Talabat、HungerStation、Baemin、foodpanda

Original Article page

Taiwan | 鉅亨網（21）

AI stocks tumble across the board! Why is Wall Street bucking the trend and urging investors to buy 蘋果?

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original全球約 25 億台已安裝裝置
  • 蘋果 shares have gained more than 20% cumulatively since the end of June
  • Original目前市值約 4.89 兆美元
  • Original約 5.02 兆美元的市值
  • Original摺疊 iPhone 備貨量將提高至約 1,000 萬支
  • Original先前預估的 700 萬至 800 萬支
  • Raises 蘋果's price target sharply from US$260 to US$366
  • Still has about one-tenth upside from the previous trading day's closing price of $333.26

Companies mentioned：蘋果、滙豐、月之暗面、輝達、微軟、亞馬遜、Meta、KeyBanc

Original

Korean media: 美國政府 asks 三星 and SK海力士 to share “AI windfall profits”

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original今年上半年，南韓半導體對美出口額達 264 億美元
  • Year-on-year growth reached 91.3%
  • Exports to the U.S. surged 377.2% year on year in June alone
  • Original市場預測，三星電子 2026 年獲利將達 1,560 億美元
  • OriginalSK 海力士更將從 2025 年的 30 億美元
  • OriginalSK 海力士更將從 2025 年的 30 億美元暴漲至 1,120 億美元
  • Growth is projected to reach 3,633%

Companies mentioned：三星、SK海力士、美國政府、美國貿易代表署、南韓通商部、華盛頓、美國商務部、南韓產業通商資源部

Original

〈U.S. premarket〉Selling pressure on chip stocks persists! Major indexes open lower as 台積電 ADR plunges more than 5%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 台積電 ADR falls nearly 5.3%
  • Netflix tumbles more than 10% as forecast disappoints market
  • Dow Jones Industrial Average falls nearly 340 points, or nearly 0.7%
  • Nasdaq Composite falls nearly 570 points, or nearly 2.2%
  • S&P 500 falls nearly 1.3%
  • Philadelphia Semiconductor Index falls more than 5.0%
  • Nasdaq 100 futures plunge 1.9%
  • S&P 500 futures fall 0.9%
  • The semiconductor-tracking ETF is down 3.7% in premarket trading
  • The main semiconductor index is still up 68% so far this year
  • 輝達 (NVDA-US) falls about 2.7%
  • Netflix tumbles about 11% in premarket trading as its forecast disappoints the market
  • Brent crude prices hold above $86 a barrel

Companies mentioned：台積電、Netflix、輝達、Alphabet、SpaceX

Original

Original柏南當選英國工黨黨魁 將接任首相

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 柏南, 56, is currently
  • 施凱爾 will submit his resignation to Britain's King Charles III on the 20th

Companies mentioned：工黨、大曼徹斯特

Original

Irregularities involving “水客” on the mini three links are widespread; 航港局 joins 金門縣 and port-area agencies to improve passenger and port-area safety

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • In March of this year (2026)

Companies mentioned：金門縣、航港局、金門港旅運中心、金門縣長、港警、海關、移民署、海巡署、CIQS

Original

AI isn't making everyone money! An IBM earnings report reveals the tech industry's harsh reality

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Shares plunge 25% in a single day
  • The Philadelphia Semiconductor Index is still up 68% so far this year
  • Profit growth is currently forecast to slow to 16.5% in 2027
  • The software-as-a-service (SaaS) index is down 27% so far
  • Cybersecurity stocks are up 46%
  • The price-to-earnings ratio has fallen to about 15 times projected earnings for the next 12 months
  • The average over the past 10 years was 53 times

Companies mentioned：IBM、Salesforce、ServiceNow、Workday、SAP、美光、Sandisk

Original

Up 49% in 2026, far outpacing peers: top manager discusses three key investment pillars

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Has posted a remarkable 49% return so far this year
  • Cumulative return reached 765%
  • The S&P 500's 167% performance over the same period
  • SanDisk's weighting at the time reached 9.2%
  • Turnover reached 685%

Companies mentioned：True Rock Fund、Nvidia、Micron、Lumentum、SanDisk

Original

Making money in China while having to heed the U.S.! 艾司摩爾 walks a tightrope amid U.S.-China tensions

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • China is expected to account for about 20% of the company's full-year net sales this year
  • Original今年上半年艾司摩爾來自中國的營收達 29 億歐元
  • About 16% of total revenue
  • China's semiconductor equipment spending is still expected to grow about 10% annually over the next 24 months

Companies mentioned：艾司摩爾、Counterpoint Research、Bernstein、美國國會

Original

Foreign investors sell aggressively amid historic Taiwan stock rout; FSC says it is closely monitoring market volatility

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The benchmark index plunged 2,953.71 points at the close
  • It closed at the day's low of 42,671.27 points
  • The “overall account maintenance ratio” remained above 183%
  • Original外資瘋狂大砍 1890 億元破紀錄
  • Original上市單日市值就慘烈蒸發 9.6 兆元
  • Foundry leader 台積電 (2330-TW) plunged NT$180
  • The decline was 7.29%
  • It closed at NT$2,290
  • Original外資 (含陸資) 今日再度創下驚人紀錄，單日瘋狂賣超高達 1,890.39 億元
  • Japan's stock market plunged 5.28%
  • Hong Kong's Hang Seng Index and the Shanghai Composite Index fell 2.54% and 2.42%, respectively
  • Singapore, meanwhile

Companies mentioned：台積電、聯電、國巨、南亞、聯發科、台達電

Original

鉅亨速報 - Factset's latest survey: 網飛 NFLX-US's target price cut to 105, a decrease of about 8.7%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The cut was 8.7%
  • A total of 45 analysts
  • The median was lowered from 115
  • Highest estimate: 151.4
  • Lowest estimate: 70
  • A total of 55 analysts
  • Bullish: 40
  • Neutral: 15
  • Bearish: 0
  • 網飛 closed at 74.35 today (the 17th)
  • Shares fell 8.7% over the past 5 days
  • The S&P index fell 0.13%

Companies mentioned：網飛、NFLX-US、FactSet

Original

鉅亨速報 - Factset's latest survey: 高盛集團 GS-US's target price raised to 1190, an increase of about 3.93%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The increase was 3.93%
  • A total of 21 analysts
  • The median was raised from 1145 to 1190
  • Highest estimate: 1325
  • Lowest estimate: 834
  • A total of 28 analysts rated 高盛集團
  • 高盛集團 closed at 1095.46 today (the 17th)
  • Shares rose 3.93% over the past 5 days
  • The S&P index fell 0.13%

Companies mentioned：高盛集團、Factset

Original

Russia and Ukraine's attacks on merchant ships disrupt grain exports, sending global wheat prices soaring

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • At least 11 Russian vessels were hit that day
  • The total number of Russian vessels damaged this month has reached 147
  • European wheat prices surged 7% on Wednesday
  • Wheat futures on the Chicago Mercantile Exchange also jumped as much as 5%

Companies mentioned：烏克蘭軍方、烏克蘭無人機部隊、俄羅斯國防部、烏克蘭鐵路公司

Original

貿協 joins Taipei City Government to take 10 Taiwanese companies to Japan, expand AI market and generate over $8.75 million in potential business

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original促成逾 875 萬美元的潛在商機

Companies mentioned：貿協、台北市產業發展局、環球睿視、沛盛資訊、自由系統、寶盛國際、樂雲智能、康斯特科技、創意點子、精拓生技、宏貿有限公司、翔正國際、M、L

Original

Drone exports top $200 million, surging a hundredfold! Ministry of Economic Affairs cites domestic R&D “achievements” to refute political smears

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original台灣無人機整機出口值從 2024 年的 441 萬美元
  • Original大幅成長至 2026 年上半年的 2.12 億美元
  • A total of 7 companies participated in the selection of a lead contractor for the drone defense system
  • Original創未來科技等 4 家業者脫穎而出
  • Successfully selected 9 military-grade commercial off-the-shelf drones
  • 4 defense system manufacturers

Companies mentioned：創未來科技

Original Article page

Targeting digital payments and innovative finance! Union U.S. Financial Innovation ETF debuts on the TPEx today, tracking the Bloomberg TPEx Index

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 聯邦美國金融創新 ETF (009825-TW)

Companies mentioned：聯邦美國金融創新 ETF、聯邦投信、櫃買中心、彭博指數公司、聯邦銀行

Original Article page

一卡通 president estimates a strong rebound in July for electronic payment collection services; partners with 應援科技 and Flexii to build a new payments ecosystem

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original6 月代收付金額因繳稅季結束微幅下滑至 18.3 億元
  • Original為 720 萬用戶打造結合支付、永續與彈性就業的全新數位生活生態系
  • 應援科技 has amassed more than 五千 partners in its 六 years since founding
  • 1 green point is equivalent to 1 yuan
  • 10% donation rebate
  • Up to 200 points per person per month
  • Original每月總額度 100 萬點
  • An additional contribution of 1% of cumulative donations
  • New users who register an iPASS MONEY account and receive their first salary through Flexii can receive 200 green points
  • Existing users receiving their first salary can also receive 100 points
  • 50% off platform service fees for the first 20 trips

Companies mentioned：一卡通、應援科技、Flexii、誠品生活、微風集團、社團法人高雄市愛護流浪狗協會 - 趙媽媽狗園

Original Article page

Is Shein finally going public? Hong Kong IPO reportedly clears final hurdle, debut expected as early as late August

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • OriginalShein 此次香港上市尋求的估值約為 400 億至 500 億美元
  • Original明顯低於 2022 年募資時的 1,000 億美元估值
  • OriginalShein 去年全球營收超過 400 億美元
  • Original淨利接近 20 億美元

Companies mentioned：Shein、香港交易所、Reuters

Original Article page

Original又有被動元件「妖股」被關！ 日電貿等3檔從下周一起遭處置至7/31

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Cumulative closing-price decline of 42.68% over the past 6 trading days
  • A 92-yuan difference between closing prices from 2 trading days within the 6-trading-day period
  • Cumulative closing-price gain of 39.83% over the past 6 trading days
  • Daily turnover rate reached 13.56%
  • Fell another 6.94% today
  • Closed at 194.5 yuan
  • The peak closing price was 340 yuan on July 6
  • The decline has exceeded 42%

Companies mentioned：日電貿、統懋、千附精密、華新科、信昌電

Original Article page

Boosting specialty chemicals! 新應材 invests 4.5 billion to expand capacity; 6 projects totaling 8.3 billion in investment approved today

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original斥資 45.2 億元於龍潭科學園區興建智慧化工廠與實驗室
  • Original合計 83.3 億元
  • Original決定投資 19.6 億元於桃園平鎮興建三座智慧新廠
  • Original則投入 2.7 億元在台中東勢擴充複合材料產能
  • Original斥資 2.3 億元於嘉義梅山興建第二廠
  • Original將投入 2.7 億元在新竹廠區建置高效能高精細選鍍銀智能化產線
  • Original則規劃投資 10.8 億元，在屏東建設再生鋁熔煉與高階低碳材料生產基地
  • Taiwan's 三 major investment programs have attracted 1,787 companies
  • Original共計約 2 兆 7111 億元投資
  • Expected to create more than 16 萬 domestic jobs
  • The Action Plan for Taiwanese Businesses to Return to Taiwan has attracted investment from 356 companies
  • Investment of about 1

Companies mentioned：新應材、貫理工業、埔豐新技材料、合億國際企業、利汎科技、伽億、巧新科技

Original Article page

Money moves around! Global equity funds see inflows for 8 straight weeks, while U.S. stock funds buck the trend with outflows

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original全球股票基金淨流入 124.6 億美元
  • Original前一周 483.5 億美元的龐大流入
  • Original美國股票基金則逆勢遭淨流出約 48 億美元
  • Original政府公債基金淨流入 33.8 億美元
  • Original貨幣市場基金單周淨流出 1025.3 億美元

Companies mentioned：美國銀行、摩根大通、摩根士丹利、艾司摩爾

Original Article page

日本央行 reportedly set to raise growth forecasts while keeping interest-rate policy unchanged

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Raise it from the current 0.5%
  • Above the 2% target

Companies mentioned：日本央行、彭博

Original Article page

Japan | EDINET 金融庁開示（5）

Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 2nd Period (2025/10/21–2026/04/20)

Published ・ Source Japan | EDINET 金融庁開示

Summary not yet available

Facts

  • 2nd Period (2025/10/21–2026/04/20)

Companies mentioned：ＳＢＩアセットマネジメント株式会社

Original

Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 21st Period (2025/04/19–2026/04/20)

Published ・ Source Japan | EDINET 金融庁開示

Summary not yet available

Facts

  • 21st Period
  • 2025/04/19
  • 2026/04/20

Companies mentioned：ラッセル・インベストメント株式会社

Original

Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 21st Period (2025/10/21–2026/04/20)

Published ・ Source Japan | EDINET 金融庁開示

Summary not yet available

Facts

  • 21st Period
  • 2025/10/21
  • 2026/04/20

Companies mentioned：東京海上アセットマネジメント株式会社

Original

Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 28th Period (2025/10/21–2026/04/20)

Published ・ Source Japan | EDINET 金融庁開示

Summary not yet available

Facts

  • 28th Period (2025/10/21–2026/04/20)

Companies mentioned：アセットマネジメントＯｎｅ株式会社

Original

Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—65th Fiscal Period (2025/04/22–2026/04/20)

Published ・ Source Japan | EDINET 金融庁開示

Summary not yet available

Facts

  • 65th term
  • 2025/04/22
  • 2026/04/20

Companies mentioned：野村アセットマネジメント株式会社

Original

Taiwan | 臺灣證券交易所（5）

【光隆精密-KY】Announcement that the company's board approved a cash capital increase for subsidiary 光隆精密工業股份有限公司

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Total transaction amount: NT$188,000,000
  • Price per unit: NT$10
  • Net asset value per share: 9.79 yuan
  • NT$668,000,000
  • NT$1,062,882 thousand

Companies mentioned：光隆精密-KY、光隆精密工業股份有限公司

Official text

【全宇生技-KY】Announcement on the board resolution of subsidiary ACI regarding dividend distribution

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • RM6.5 million

Companies mentioned：全宇生技-KY、ACI

Official text

【力特】Announcement of the company's board resolution on the ex-dividend record date

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Cash dividend: NT$82,500,000
  • Ex-rights (ex-dividend) trading date: 115/08/03
  • Last date for transfer registration: 115/08/04
  • Ex-rights (ex-dividend) record date: 115/08/09
  • Date of payment of cash dividends on common shares: 115/08/28

Companies mentioned：力特

Official text

【保瑞】Clarification of media reports

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Potential partnership value could reach US$2.5 billion

Companies mentioned：保瑞、保瑞藥業股份有限公司、英矽智能、Insilico Medicine

Official text

鉅祥 announces the record date and payment date for its 115年 cash dividend and cash distribution from capital surplus, as well as the suspension period for conversion of its second domestic unsecured convertible bonds

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Cash dividend: NT$327,121,497
  • Cash dividend of NT$1.5 per share

Companies mentioned：鉅祥

Official text

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