# AI News 180m Report｜2026-07-21 09:00–12:00 JST｜Page 10 of 10 One place for news and notices from 2 countries/regions: Japan, 872 items from 2 sources; Taiwan, 94 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link. ## 1 injured in crash on the Zhubei section of National Freeway 1; traffic backed up about 8 kilometers - Published: 2026-07-21T09:22:42+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/asoc/202607210018.aspx - anchor: #n1625859 - Companies mentioned: 中央社、內政部警政署國道公路警察局第二公路警察大隊 Facts: - 1 person was injured and taken to hospital - Traffic backed up about 8 kilometers ## Map information hidden in Russian security service commemorative medals accidentally reveals 10 intelligence sites - Published: 2026-07-21T08:54:39+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/aopl/202607210017.aspx - anchor: #n1625612 - Companies mentioned: 俄羅斯聯邦安全局、芬蘭國家廣播公司、CheckFirst、芬蘭安全情報局、美國國家安全局、英國外交部 Facts: - Only about 100 kilometers from Finland - Estimated to have at least 566 personnel assigned - At least since 2010 ## When you see a yellow light, should you brake or speed through? Police reveal enforcement standards: “A violation brings an instant NT$5,400 fine”; many drivers get it wrong - Published: 2026-07-21T11:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11149703 - anchor: #n1626489 Driving behavior at yellow lights in Taiwan has become a topic of debate, with police presenting a standard for determining violations based on whether a vehicle has crossed the stop line. Violators face fines of up to 5,400 yuan, drawing attention to safety and legal risks. ## Go claim the 2026 cash handout now! 1 location qualifies to give each person NT$6,000 in cash; see the additional benefits available in 15 counties and cities across Taiwan - Published: 2026-07-21T11:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150571 - anchor: #n1626488 彰化県花壇郷が2026年7月20日から住民1人あたり6000元の経済振興金を支給。財源は歳計剰余で財政負担なし。全台15以上の地域でも同様の給付が実施。 ## Did 蔣萬安 use the 725 rally on Ketagalan Boulevard to take down “this big shot”? 張景森 reveals the precise political maneuvering for 2028: killing two birds with one stone - Published: 2026-07-21T10:57:38+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150576 - anchor: #n1626490 Taipei Mayor 蔣萬安 called for a Ketagalan Boulevard march on July 25, ostensibly to demand food safety measures, but critics say it is political maneuvering aimed at the 2028 presidency, particularly at weakening rival 盧秀燕。 ## More matches, more controversy: How should the 2026 FIFA World Cup be judged? - Published: 2026-07-21T10:50:43+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150568 - anchor: #n1626491 - Companies mentioned: FIFA、Fox Sports、UEFA The 2026 FIFA World Cup expanded to 48 teams, with Spain winning the title, but high ticket prices, commercialized hydration breaks and political interference sparked controversy. The new format created new stories but also affected the quality of the tournament。 ## A milk brand at 全聯 flies off the shelves as soon as it arrives! Fans praise it and say they keep buying it: “Rich, nutritious, smooth and creamy”; the whole family loves it after one taste - Published: 2026-07-21T10:45:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11149783 - anchor: #n1626492 - Companies mentioned: 全聯 禾香鮮乳, sold at 全聯, has quickly drawn shoppers and sparked online discussion because it has no additives, a rich and creamy texture, and an affordable price, becoming a go-to value-for-money milk product。 ## You can still get retirement payments even without paying into national pension or labor insurance! Those who qualify can receive NT$8,000 a month from age 65 until death; see when and how payments are deposited - Published: 2026-07-21T10:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150051 - anchor: #n1626494 The Taiwan government provides a monthly allowance of 8,110 yuan to farmers and fishers aged 65 and older. It is an important supplement to the pension system and is scheduled to continue in 2026. ## Claim the latest 2026 travel subsidy now! 1 county or city is giving each person a NT$1,000 cash gift, available to everyone in Taiwan; eligibility and how to claim revealed - Published: 2026-07-21T10:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150434 - anchor: #n1626493 - Companies mentioned: 新北市政府觀光旅遊局 The New Taipei City Government has launched the "115年上山下海 E宿新北打卡趣" campaign, allocating a budget of 12 million yen. It aims to promote the tourism industry through accommodation discount coupons and prize draws. ## Taiwan stocks surge 1,000 points today—is the shakeout over? Insiders highlight 3 key market factors: Has the market made money on “this issue”? - Published: 2026-07-21T10:28:24+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150572 - anchor: #n1626495 - Companies mentioned: 台積電、鴻海、緯穎、英特爾 Taiwan stocks plunged nearly 3,000 points after 台積電's earnings call and continued falling on Monday, but rebounded by more than 千 points on Tuesday. Market focus shifted to whether AI investment has begun generating profits, with investors watching the semiconductor industry's outlook and capital flows. ## Not Honda or Mazda! The best-selling imported sedan in June was this model. Owners praise it as an affordable, good car: powerful, well-equipped, fuel-efficient, comfortable and spacious. - Published: 2026-07-21T10:15:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11147069 - anchor: #n1626496 - Companies mentioned: Toyota、Mazda、Suzuki、Volkswagen、Skoda、Kia、Honda The summary of this item is not shown ## Weather｜Another typhoon on the way? Expert says it could form as soon as “this day”; 2 regions to see the heaviest rain - Published: 2026-07-21T10:11:13+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150569 - anchor: #n1626497 Taiwan is experiencing continued high temperatures as southwesterly winds subside. Weather experts forecast that tropical disturbance 92W east of the Philippines will develop into a typhoon between Friday and Saturday, bringing significant rainfall to eastern and southern Taiwan. Its path and impact will need to be closely monitored. ## “There are only 三 kilometers between the two sides of the Taiwan Strait!” A giant airport across from Kinmen raises flight-safety concerns as cross-strait routes overlap - Published: 2026-07-21T10:10:10+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150567 - anchor: #n1626498 - Companies mentioned: 兆翔机场建设有限公司 China's newly built Xiang'an Airport is only 3 kilometers from Taiwan's Kinmen, raising concerns about military threats and flight safety. Taiwan has voiced concern about the airport's military use and overlapping flight routes, and fears it could further heighten cross-strait tensions. ## 白鹿周雨彤都輸了！網評「不降智陸劇女主」TOP10冠軍是她：以身入局設下18年陷阱、人間清醒天花板 - Published: 2026-07-21T10:01:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150480 - anchor: #n1626499 Mainland Chinese internet users selected the “TOP10 smart heroines in Chinese dramas,” using criteria such as whether the heroine can solve problems independently and stay clear-headed in relationships. Liu Shishi's character Ye Ping'an in 《掌心》 took first place for her meticulously planned revenge and intelligence. ## 2026 Double Ninth Festival senior-citizen cash gifts are here! Up to 50000 yuan per person; a guide to payment amounts, eligibility and dates in each county and city - Published: 2026-07-21T10:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11149189 - anchor: #n1625947 Ahead of the 2026 Double Ninth Festival, all 22 counties and cities in Taiwan will provide senior citizens aged 65 and older with a celebratory gift of up to 50,000 yen. Eligibility varies according to residency period and age, and the amount and method of distribution differ by local government. ## Chinese tourists are skipping Japan and South Korea! Visitors from China are flocking to 1 country, where arrivals rose 18.4% year over year: great food and lower costs, and Taiwanese people love going there too - Published: 2026-07-21T10:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150329 - anchor: #n1625946 - Companies mentioned: タイ観光局（TAT） Geopolitical tensions and high oil prices are changing Thailand's tourism landscape. An 18.4% increase in visitors from China is helping support the sector, prompting a downward revision of the 2026 foreign visitor target to 33 million. ## 【The Journalist】How do the U.S., Japan, Europe and China “handle” food-safety crises? A table lays out the differences between Taiwan and other countries - Published: 2026-07-21T09:50:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/5532762 - anchor: #n1625948 This article compares how the U.S., Japan, Europe and China respond to food-safety incidents, pointing to Taiwan's practice of harshly punishing businesses while going easy on public officials. It stresses that the rule of law should apply equally to everyone. ## Britain's new prime minister takes office! Vows to correct Thatcher's legacy; 柏南 forecasts the biggest reforms in 40 years - Published: 2026-07-21T09:49:26+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150565 - anchor: #n1625949 Andy Burnham of Britain's Labour Party has become the new prime minister and declared a major reform program, the first in 40 years. He appointed former Defense Secretary John Healey as finance minister, aiming to balance the economy and national defense. ## 【The Journalist】The “lesson” of 中聯 cooking oil: How a food-safety crisis became an “incentive system” for government agencies - Published: 2026-07-21T09:40:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/5532747 - anchor: #n1625950 Problematic 中聯 cooking oil circulated in the market for nearly 7 weeks. The company was heavily fined, but no officials were held accountable, highlighting distortions in the food-safety oversight system. Government agencies instead gained expanded powers as a result of the crisis. ## CPO still a ways off! IntelliEPI Chairman 高永中: Volume growth could come as soon as 2028, while indium phosphide supplies remain tight in the short term - Published: 2026-07-21T09:40:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150064 - anchor: #n1625951 - Companies mentioned: 住友電工、AXT Demand for optical communications components is surging amid rising demand for AI data centers, but mass production of CPO technology is forecast to begin in 2028 or later. Meanwhile, tight supplies of indium phosphide substrates are expected to continue in 2026–2027. ## “The hardest part isn't losing something, but never being able to go back to how things were…” It took 37 years to understand why this Taiwanese masterpiece is a film-history classic - Published: 2026-07-21T09:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11150071 - anchor: #n1625952 Directed by Hou Hsiao-hsien, A City of Sadness is a Taiwanese film released in 1989 that won the Golden Lion at the Venice International Film Festival. It depicts individuals swept up in the changes of postwar Taiwan and continues to have a profound influence. ## Behind the scenes》賴清德 has been unhappy with him for a long time! 王定宇 not only loses his Central Standing Committee seat; even his ability to retain his legislative seat is questioned within the DPP - Published: 2026-07-21T09:20:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150541 - anchor: #n1625953 DPP lawmaker 王定宇 unexpectedly withdrew from the Central Standing Committee election at the party's 2026 congress, signaling declining influence within the party. Reports say relations with 賴清德 are strained, with significant implications for planning for the 2028 election. ## 《Six Charts: Wall Street》Briefing｜The world's top challenge! Why has Apple's lag in AI become a key advantage in overtaking Nvidia to claim the top market-cap spot? - Published: 2026-07-21T09:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150439 - anchor: #n1625674 - Companies mentioned: NVIDIA、Apple、Moonshot、Anthropic、Sequoia Capital China、BYD、Costco、Benchmark Apple briefly overtook Nvidia in market capitalization, and analysts say its slow AI development has turned into an advantage. China's Moonshot AI launched an AI model with 2.8 trillion parameters, narrowing the technology gap with the U.S. BYD entered Europe's supercar festival with a new brand, while Chinese batteries account for more than 九成 of the U.S. energy-storage market. ## Commentary: Needless deregulation, sacrificed health and the Health Ministry's “poison apple” - Published: 2026-07-21T08:20:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11150512 - anchor: #n1625675 Taiwan's Ministry of Health and Welfare has loosened the residue limit for the apple pesticide "fenpyroximate" by 6 times, drawing criticism over the "poison apple" issue. The government's response is being questioned amid health risks and U.S. trade pressure. ## Semiconductor ETFs attract $46 billion! Is the next wave of gains coming amid the AI boom? - Published: 2026-07-21T11:00:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540840 - anchor: #n1626428 - Companies mentioned: NVIDIA、TSMC、Broadcom、AMD、Micron、SK Hynix、Microsoft、Amazon、Alphabet、Meta A total of 46 billion dollars flowed into semiconductor ETFs by 2026, driven by expectations for AI demand. Prices are undergoing a correction, but investor interest is growing. ## 〈台股開盤〉權值股發威、被動元件股止穩 漲逾千點站上4萬3回攻季線 - Published: 2026-07-21T10:57:53+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540972 - anchor: #n1626429 - Companies mentioned: 台積電、聯發科、鴻海、台達電、日月光投控、聯電、國巨、禾伸堂、華容、華新科、信昌電、日電貿、景碩、欣興、南電、台塑化、南亞、台化、台塑 Taiwan's stock market rebounded sharply in response to a recovery in U.S. semiconductor stocks, with the index topping 43,000 points. A recovery in major companies' share prices suggests that investor confidence is returning. ## Memory boom! South Korea's per capita GDP could top $40,000 this year - Published: 2026-07-21T10:51:27+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540878 - anchor: #n1626430 - Companies mentioned: SK海力士 A strong memory chip market in South Korea is driving economic growth, and per capita GDP in 2026 could exceed 40,000 dollars. Fluctuations in the won exchange rate will be key. ## Code exposed on GitHub! Anthropic reportedly testing AMD AI chips to reduce reliance on Nvidia and diversify computing power - Published: 2026-07-21T10:40:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6541025 - anchor: #n1626431 - Companies mentioned: AMD、Anthropic、NVIDIA、Google、Alphabet、Samsung Electronics、OpenAI、Meta Platforms、Microsoft、Intel Information found in GitHub code indicates that AI startup Anthropic is testing AMD AI chips. It aims to reduce reliance on NVIDIA and build a diversified pool of computing resources. ## War-risk insurance rates in the Strait of Hormuz rise to 10%, the highest since the current conflict began - Published: 2026-07-21T10:33:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540877 - anchor: #n1626432 War risk insurance rates for the Strait of Hormuz have reached 10% of vessel value, the highest level since the start of the current conflict. Shipping industry insiders confirmed the sharp increase, raising concerns about higher costs for shipowners. ## 百容Q2營收創同期新高半導體應用占比逾半 獲利也走強勝首季 - Published: 2026-07-21T10:23:55+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6541024 - anchor: #n1626433 - Companies mentioned: 大立光 (3008-TW) 百容2026年第二季營收達5.66億元，創同期新高，半導體應用占比突破50%，獲利表現優於首季。公司購置台中廠房擴產，顯示對半導體市場需求樂觀。 ## Largest-ever fundraising deal in the waste-treatment industry: Cleanaway files to issue CBs to raise NT$2.5 billion - Published: 2026-07-21T10:18:26+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540968 - anchor: #n1626434 - Companies mentioned: 中國信託證券、台壽保、吉信公司、吉鼎材料 Cleanaway plans to issue NT$2.5 billion in unsecured convertible bonds, the largest fundraising deal in Taiwan's waste-treatment industry. The funds will go toward the Kaohsiung South District incinerator BOT project and debt repayment, signaling the company's resolve to expand and transform. ## Iran's parliament speaker: Americans are betting that our intelligence is as low as theirs - Published: 2026-07-21T10:09:49+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540870 - anchor: #n1626435 イラン議長カリバフが、米国の軍事行動と和平声明の矛盾を『知能を馬鹿にしている』と非難。両国間の緊張が高まり、軍事的対立が継続中。 ## Taiwan stocks premarket｜Flexible-circuit and defense stocks hold up against declines; weighted index and OTC market see lower volume as they defend the six-month moving average. Which sectors are in focus in the major investors' principal-to-capital ratio rankings? - Published: 2026-07-21T10:02:06+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540890 - anchor: #n1625886 - Companies mentioned: 亞電 (4939)、台虹、達邁、晶心科 (6533)、蜜望實 (8043)、日電貿 (3090)、信昌電 (6173)、國巨 (2327)、台嘉碩 (3221)、晶技 (3042) While flexible substrate materials and design IP rose in Taiwan's stock market, MLCCs and quartz components fell. The TAIEX was down 0.52%, as investors increasingly adopted a wait-and-see stance. ## Stocks would be still, but the slide won't stop; gold needs replenishing, but the traps never end! What's the roadmap for Taiwan stocks after the landing? - Published: 2026-07-21T10:00:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540390 - anchor: #n1625887 - Companies mentioned: 台積電、台達電、聯發科、川湖、緯穎、創意、智邦 A global deleveraging wave originating in South Korea has sent semiconductor and AI stocks plunging, also affecting Taiwan's stock market. Major stocks such as 台積電 may have reached bottom levels, prompting calls to reassess investment strategies. ## U.S. official: United States to send more fighter jets and aerial refueling aircraft to the Middle East - Published: 2026-07-21T09:45:38+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540869 - anchor: #n1625888 The United States has deployed additional F-16 and F-35 fighter jets and aerial refueling aircraft to the Middle East amid tensions with Iran. It is stepping up military pressure while leaving the door open to a diplomatic resolution. ## CLSA: Memory industry correction may be nearing an end; major players send positive signals and fundamentals remain solid - Published: 2026-07-21T09:40:49+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540839 - anchor: #n1625889 - Companies mentioned: ASML、台積電、三星電子、SK海力士、美光 CLSA analysis says that despite strong earnings from ASML and 台積電, semiconductor stocks remain under pressure, but the memory industry's adjustment may be nearing an end. Intensifying AI competition could benefit long-term demand, and fundamentals remain solid. ## Kimi K3 shakes up the AI market; Bloomberg: memory makers including SK海力士 and Samsung could benefit - Published: 2026-07-21T09:10:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540828 - anchor: #n1625890 - Companies mentioned: SK海力士、三星電子、OpenAI、Anthropic、NVIDIA、AMD、阿里巴巴、MiniMax、Allspring Global Investments、三井住友DS資産管理 Chinese AI startup Moonshot AI unveiled Kimi K3, shaking the market with its high performance and low cost. Memory makers such as SK海力士 and Samsung are expected to benefit from increased demand. ## Ban it if you can't beat it? Kimi K3 shock rattles Washington; U.S. government weighs blocking Chinese AI models - Published: 2026-07-21T09:00:11+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540803 - anchor: #n1625614 - Companies mentioned: 月之暗面、OpenAI、Anthropic The U.S. government is considering regulations or an effective ban in response to technical advances in China's AI model "Kimi K3." 月之暗面's rapid growth is heightening tensions in the U.S.-China AI race, against a backdrop of national security concerns. ## Key U.S. stock market news summary, July 21, 2026 - Published: 2026-07-21T09:00:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540707 - anchor: #n1625615 - Companies mentioned: SpaceX、Meta Platforms、Broadcom、AMD、Microsoft、BlackRock、Goldman Sachs Rising U.S. Treasury yields have heightened concerns that the S&P 500 is overvalued, and SpaceX has been overtaken by Meta in market capitalization. Meanwhile, AMD's AI platform has been adopted by Microsoft, and investment in AI infrastructure continues. ## Revenue flash｜June revenue roundup for major Taiwan-listed companies, July 21, 2026 (2 new additions) - Published: 2026-07-21T08:55:11+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540849 - anchor: #n1625616 - Companies mentioned: 潤隆、ダイヤモンドバイオテック、遠雄、台汽電、南亞科、欣興、北極星薬業-KY、力鵬、愛山林 Sales data for 242 major Taiwanese companies in June 2026 were released, with 潤隆 recording annual growth of 162,537.3%. Strong performance in semiconductors and construction has drawn market attention. ## Nvidia discloses 9.3% stake in Nebius; shares jump more than 3% after hours - Published: 2026-07-21T08:50:05+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540844 - anchor: #n1625617 - Companies mentioned: Nebius Group、Northland、CoreWeave、Reflection AI、Freedom Capital Nvidia disclosed to the SEC that it holds a 9.3% stake in Nebius, mainly through convertible warrants, prompting market optimism and sending the stock up more than 3% after hours. ## Micron pulls back after a sharp rally! Was 瑞銀's AI chip warning too early or spot-on? - Published: 2026-07-21T08:40:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540845 - anchor: #n1625618 - Companies mentioned: 瑞銀、SanDisk、美光科技、AMD 瑞銀 warned in June that risks in AI semiconductor stocks were rising. Its short-term call was right but slightly early, causing it to miss Micron's final rally. This shows market concentration remains high and capital has yet to rotate. ## Trade war heats up! Trump to impose 50% tariff on some Canadian goods, effective in 30 days - Published: 2026-07-21T08:28:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540843 - anchor: #n1625619 トランプ政権がカナダの一部品目に50％の追加関税を発表し、貿易緊張が再燃。カナダは報復を示唆し、両国関係が悪化している。 ## “Big Short” investor Burry cuts Oracle short position by half, denies closing it all: “Fake news” - Published: 2026-07-21T08:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6540826 - anchor: #n1625620 - Companies mentioned: Oracle、Nvidia、DraftKings、Flutter Entertainment、Netflix、Palantir、OpenAI Investor Michael Burry cut his short position in Oracle by half and dismissed reports that he had fully closed it as "fake news." Judging the risk to be excessive after the share price fell, he took profits on part of the position. ## Can the “Magnificent Seven” save U.S. stocks? AI capital rotation faces earnings test, with oil prices another wildcard - Published: 2026-07-21T08:10:14+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6539526 - anchor: #n1625621 - Companies mentioned: NVDA-US、AAPL-US、Google、Alphabet、GOOGL-US、Meta、META-US、微軟、MSFT-US、亞馬遜、AMZN-US、特斯拉、TSLA-US、標普 500、MAGS-US、盈透證券、Interactive Brokers、Steve Sosnick、Allspring Global Investments、John Campbell、FactSet、John Butters、美光科技、MU-US、雪佛龍、CVX-US、埃克森美孚、XOM-US、博通、AVGO-US Facts: - Cumulative gains of more than 4% - Plunged 9% - Gains of about 15% - Up 14.7% - Combined market capitalization now accounts for more than 30% of the total market cap of the 標普 500 index - The Magnificent Seven's second-quarter earnings growth is expected to reach 31.1% year over year - An average increase of 22.8% for the remaining 標普 500 constituents - Back above $87 a barrel ## 【頌勝科技】Announcement: The company has cumulatively acquired the same marketable security within 1 year, reaching 20% of paid-in capital - Published: 2026-07-20T22:33:09+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7768&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=213309&spoke_date=20260720 - anchor: #n1625853 - Companies mentioned: 頌勝科技、台灣積體電路製造股份有限公司 頌勝科技 announced its cumulative acquisition of 台積電 shares, totaling NT$83.825 million, for investment purposes. ## 【頌勝科技】Announcement: The company has cumulatively acquired the same marketable security within 1 year, reaching 20% of paid-in capital - Published: 2026-07-20T22:32:35+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7768&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=213235&spoke_date=20260720 - anchor: #n1625852 - Companies mentioned: 頌勝科技、聯發科技 頌勝科技 announced its cumulative acquisition of 聯發科技 shares, totaling NT$52.275 million, for investment purposes. ## 【Ruentex】Regarding an investor inquiry about the Taipei District Court Civil Division ruling ordering Mekong ResortDevelopment Construction Co., Ltd (the previous buyer of the Cambodian land disposed of by the company) to refund the purchase price - Published: 2026-07-20T21:34:30+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4414&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=203430&spoke_date=20260720 - anchor: #n1625851 - Companies mentioned: Mekong Resort Development Construction Co., Ltd. Ruentex was sued by the previous buyer in a dispute over a Cambodian land transaction, and the Taipei District Court ruled that it must pay about US$3.54 million. The company has set aside US$1.5 million in provisions, limiting the financial impact, and is considering its next legal steps. ## 【瑞儀】Announcement on behalf of subsidiary 瑞儀光電（香港）有限公司: Registration of its cash capital reduction has been completed - Published: 2026-07-20T21:20:36+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6176&year=115&month=7&b_date=1&e_date=31&seq_no=6&spoke_time=202036&spoke_date=20260720 - anchor: #n1625850 - Companies mentioned: 瑞儀光電（香港）有限公司 瑞儀の子会社が現金減資の登記を完了し、実収資本と発行株式数を削減。これにより1株あたり純資産が10.86元から15.52元に上昇した。 ## 【淳安】Statement on the company's cybersecurity incident - Published: 2026-07-20T21:00:54+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6283&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=200054&spoke_date=20260720 - anchor: #n1625849 Taiwan-listed company 淳安 (6283) disclosed an encryption attack on its network. It responded immediately, and its systems are operating normally. The impact on its business is considered minor. ## 【A.S.O.】Announcement: Election of an additional independent director at the company's first extraordinary shareholders' meeting in 115 - Published: 2026-07-20T20:12:35+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=8443&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=191235&spoke_date=20260720 - anchor: #n1625748 - Companies mentioned: 大誠保險經紀人股份有限公司 A.S.O. elected 陳思佩 as a new independent director at its extraordinary shareholders' meeting on July 20, 115. ## 【阿瘦】Announcement of important resolutions passed at the Company's first extraordinary shareholders' meeting in 115 - Published: 2026-07-20T20:08:22+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=8443&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=190822&spoke_date=20260720 - anchor: #n1625747 阿瘦 held an extraordinary shareholders' meeting on July 20, 115, which approved the election of an additional independent director. ## 【敦泰】Announcement of the Company's ex-dividend record date in 115 and adjustment to the cash distribution ratio from capital surplus - Published: 2026-07-20T19:39:12+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3545&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=183912&spoke_date=20260720 - anchor: #n1625746 - Companies mentioned: 敦泰 敦泰 adjusted the cash dividend distributed from capital surplus due to a change in the number of shares outstanding, slightly raising the amount per share to approximately 0.815 yuan. ## 【台新新光金】The Company, on behalf of its subsidiary 新光租賃(蘇州), announces its merger with 台新融資租賃(中國). - Published: 2026-07-20T19:33:26+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2887&year=115&month=7&b_date=1&e_date=31&seq_no=4&spoke_time=183326&spoke_date=20260720 - anchor: #n1625745 - Companies mentioned: 台新國際商業銀行、台新大安租賃、新光租賃(蘇州)、台新融資租賃(中國) Two Chinese leasing subsidiaries of Taishin Shin Kong Financial Holding are undergoing a merger by absorption. This is an internal group restructuring aimed at improving operational efficiency and business competitiveness. ## 【台新新光金】The Company, on behalf of its subsidiary 台新融資租賃(中國)有限公司, announces its merger by absorption of 新光租賃(蘇州)有限公司. - Published: 2026-07-20T19:31:04+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2887&year=115&month=7&b_date=1&e_date=31&seq_no=3&spoke_time=183104&spoke_date=20260720 - anchor: #n1625744 - Companies mentioned: 台新金控、台新融資租賃(中國)有限公司、新光租賃(蘇州)有限公司、台新國際商業銀行、台新大安租賃股份有限公司 台新金控, on behalf of its subsidiary 台新融資租賃(中國), announces its merger by absorption of 新光租賃(蘇州). This is a group restructuring aimed at consolidating resources and expanding operating capital. ## 【台新新光金】The Company's subsidiary 台新大安租賃 announces that its board of directors has approved the merger of leasing subsidiaries. - Published: 2026-07-20T19:29:10+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2887&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=182910&spoke_date=20260720 - anchor: #n1625742 - Companies mentioned: 台新新光金、台新大安租賃、台新融資租賃(中國)、新光租賃(蘇州) The board of directors of 台新大安租賃, a subsidiary of 台新新光金, approved a merger to combine two leasing subsidiaries in mainland China and realize synergies. ## 【隆銘綠能】(Supplement to the material information announcement dated 115年06月08日) Announcement of a settlement agreement reached by the Company and 宏昇營造股份有限公司 before the Chinese Arbitration Association, Taipei - Published: 2026-07-20T19:28:16+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3018&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=182816&spoke_date=20260720 - anchor: #n1625741 - Companies mentioned: 隆銘綠能科技工程股份有限公司、宏昇營造股份有限公司 隆銘綠能 and 宏昇營造 reached a settlement in an construction arbitration, recovering approximately NT$195 million in performance bond and paying NT$55 million in settlement money. ## 【台新新光金】The Company, on behalf of its subsidiary 台新期貨, announces its acquisition of right-of-use assets from Shin Kong Life Insurance. - Published: 2026-07-20T19:24:57+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2887&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=182457&spoke_date=20260720 - anchor: #n1625740 - Companies mentioned: 台新新光金、台新期貨、新光人壽保險股份有限公司 台新期貨, a subsidiary of 台新新光金, leased office space in the Xinyi District from Shin Kong Life Insurance. The total transaction amount was approximately NT$25.45 million, and the lease runs through February 119. ## 【科嘉-KY】announces, on behalf of its subsidiaries 蘇州嘉吉/科德/嘉財/艾普來/百宏/嘉宏/嘉駿, that acquisitions of the same marketable security within one year have cumulatively reached 20% of paid-in capital - Published: 2026-07-20T19:24:48+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5215&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=182448&spoke_date=20260720 - anchor: #n1625739 - Companies mentioned: 科嘉-KY 科嘉-KY announced that 七 subsidiaries acquired sovereign bond repurchase assets on the Shanghai Stock Exchange. The total transaction amount was approximately NT$700 million for investment purposes. ## 【科嘉-KY】On behalf of subsidiaries 蘇州嘉吉/科德/嘉財/艾普來/百宏/嘉皇/嘉駿, announces that cumulative disposals of the same marketable security within one year have reached 20% of paid-in capital - Published: 2026-07-20T19:24:35+09:00 - Source: Taiwan | 臺灣證券交易所 - Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5215&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=182435&spoke_date=20260720 - anchor: #n1625738 - Companies mentioned: 科嘉-KY 科嘉-KY announced that 七 subsidiaries disposed of sovereign bond repurchase assets on the Shanghai Stock Exchange. The total transaction amount was approximately NT$691 million, with a disposal gain of 5,000 yuan renminbi, for investment purposes. ## Amended Annual Securities Report—101st fiscal year (2025/03/01–2026/02/28) - Published: 2026-07-21T11:04:00+09:00 - Source: Japan | EDINET 金融庁開示 - Original: https://api.edinet-fsa.go.jp/article/%E8%A8%82%E6%AD%A3%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC101%E6%9C%9F(2025%2F03%2F01%EF%BC%8D2026%2F02%2F28)-2026-07-21%2011%3A04 - anchor: #n1626563 - Companies mentioned: イオン株式会社 イオン株式会社 has submitted an amended version of its annual securities report for the 101st fiscal year. The filing is part of procedures to ensure the transparency of financial information. ## Annual Securities Report (Domestic Trust Beneficiary Certificates, etc.)—2nd fiscal year (2025/11/01–2026/04/30) - Published: 2026-07-21T10:47:00+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%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%E7%AD%89%EF%BC%89%EF%BC%8D%E7%AC%AC2%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-21%2010%3A47 - anchor: #n1626388 - Companies mentioned: ＳＢＩ新生信託銀行株式会社 ＳＢＩ新生信託銀行株式会社 submitted an annual securities report (domestic trust beneficiary certificates, etc.) for the 2nd fiscal year (2025/11/01–2026/04/30). ## Annual Securities Report (Domestic Trust Beneficiary Certificates, etc.)—2nd fiscal year (2025/11/01–2026/04/30) - Published: 2026-07-21T10:37:00+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%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%E7%AD%89%EF%BC%89%EF%BC%8D%E7%AC%AC2%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-21%2010%3A37 - anchor: #n1626281 Mitsubishi UFJ Trust and Banking Corporation submitted an annual securities report for the 2nd fiscal year (2025/11/01–2026/04/30). It is a statutory disclosure concerning trust beneficiary certificates. ## Annual Securities Report (Domestic Trust Beneficiary Certificates, etc.)—5th fiscal year (2025/11/01–2026/04/30) - Published: 2026-07-21T10:34:00+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%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%E7%AD%89%EF%BC%89%EF%BC%8D%E7%AC%AC5%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-21%2010%3A34 - Original 2: 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%E4%BF%A1%E8%A8%97%E5%8F%97%E7%9B%8A%E8%A8%BC%E5%88%B8%E7%AD%89%EF%BC%89%EF%BC%8D%E7%AC%AC5%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-21%2010%3A36 - anchor: #n1626274 - 2 identical notices - Companies mentioned: 三菱UFJ信託銀行株式会社 Mitsubishi UFJ Trust and Banking Corporation submitted an annual securities report for the 5th fiscal year, disclosing financial information concerning trust beneficiary certificates. ## Securities Report (Domestic Investment Trust Beneficiary Securities) – 3rd Period (2025/10/25–2026/04/24) - Published: 2026-07-21T09:04:00+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%2F10%2F25%EF%BC%8D2026%2F04%2F24)-2026-07-21%2009%3A04 - anchor: #n1625743 - Companies mentioned: 三井住友ＤＳアセットマネジメント株式会社 Sumitomo Mitsui DS Asset Management filed its 3rd-period Securities Report (Beneficiary Securities of Domestic Investment Trusts). ## Securities Report (Beneficiary Securities of Domestic Investment Trusts) – 20th Period (2025/10/22–2026/04/21) - Published: 2026-07-21T09:01:00+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%AC20%E6%9C%9F(2025%2F10%2F22%EF%BC%8D2026%2F04%2F21)-2026-07-21%2009%3A01 - anchor: #n1625613 - Companies mentioned: イーストスプリング・インベストメンツ株式会社 イーストスプリング・インベストメンツ株式会社 filed its 20th-period Securities Report for investment trust beneficiary securities. The covered period is October 22, 2025 to April 21, 2026.