113 received, 113 listed, 4 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 84 items from 3 sources; Japan, 29 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Iran’s Mojtaba Khamenei accused the United States of violating an agreement and warned of retaliation. The United States issued a worldwide travel alert amid worsening conditions in the Middle East. Tensions are spreading internationally.
Tesla CEO Elon Musk says FSD will introduce personalized driving learning, optimizing operation based on owners’ habits and specifically improving misclassification of HOV lanes to enhance the autonomous driving experience.
TSMC is raising capital expenditures over the next 3 years to more than US$210 billion to meet surging AI demand. Facilities engineering companies such as 漢唐, 聖暉 and 帆宣 are set to benefit first, reflecting an upgrade to its global expansion strategy.
Companies mentioned：漢唐、聖暉、亞翔、帆宣、洋基工程、銳澤
2 US troops were killed, 4 wounded and 1 reported missing in an Iranian attack. Iran scrapped the ceasefire agreement and launched retaliatory strikes. Military tensions between the United States and Iran have flared again, prompting serious concern from the international community.
Companies mentioned：米軍中央司令部、クウェート航空、タスニム通信社、カタール・ジョージタウン大学
威世波 is strengthening its technological partnership in the optical communications market by working with 正文 to meet demand for high-speed communications in the AI era. 正文 has taken an approximately 21% stake, with the companies complementing each other in supply and manufacturing.
Companies mentioned：正文 (4906-TW)
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Amid growing AI demand, 華通, 健鼎 and 臻鼎-KY are pushing major capacity expansions in Taiwan, Thailand, China and elsewhere. Capital spending through 2026 is expected to reach a record high, accelerating growth across the industry.
Companies mentioned：華通、金像電、健鼎、臻鼎-KY
Rising crude oil prices amid heightened tensions in the Middle East helped Formosa Petrochemical gain 38.27% for the week, as foreign investors bought shares for 9 consecutive days. Expectations for an earnings recovery linked to oil prices are growing.
Companies mentioned：台塑 (1301-TW)
Premier Cho Jung-tai announces the launch of the second phase of the Healthy Taiwan Cultivation Project. The NHI budget has topped NT$1 trillion for the first time, up 6.5% year over year. More than NT$3 billion will be invested in the second half to raise reimbursement rates for high-risk specialties such as acute and critical care, pediatrics and obstetrics, addressing medical staffing shortages.
Companies mentioned：新光醫院
The US military has bombed Iran for 8 consecutive days. Following the deaths of 2 US soldiers in Jordan, the strikes aim to retaliate against the Revolutionary Guard and strengthen security in the Strait of Hormuz. Instability in the Middle East is worsening.
Taiwanese network equipment makers are entering the low-Earth-orbit satellite market one after another. WNC, Arcadyan and AUO have partnered with companies including SpaceX’s Starlink, as Taiwan’s highly reliable manufacturing technology wins recognition and becomes a key growth driver.
Companies mentioned：SpaceX、Starlink
Legendary Wall Street short seller Jim Chanos warned that hundreds of billions of dollars in investment in AI infrastructure carries risks exceeding those of the dot-com bubble. A lack of economic justification and distorted accounting practices are emerging as serious concerns.
Companies mentioned：Chanos & Co.、Nebius、SpaceX、Google、Anthropic、Amazon、Microsoft、Meta、Oracle、Bank of America、General Electric、Coca-Cola
Protests against the uncontrolled expansion of AI data centers have taken place at more than 125 sites across the United States. Residents cite concerns over wasted electricity and water resources and environmental problems, and are demanding transparency and accountability.