148 received, 148 listed, 5 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 88 items from 4 sources; Japan, 60 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
E.SUN Bank, a subsidiary of E.SUN Financial Holding, donated NT$6.22 million to the E.SUN Volunteer Foundation to support education in remote areas. The donations are made on an ongoing basis as part of the company’s social responsibility efforts and help strengthen public trust.
Companies mentioned：玉山志工社會福利慈善事業基金會
Holtek (6202) announced that its board of directors will review its 2nd-quarter consolidated financial report on July 29, 2026. The review is part of regular financial disclosures by Taiwan-listed companies and aims to ensure transparency for investors.
合勤控 subsidiary MITRASTAR (VIETNAM) TECHNOLOGY COMPANY LIMITED announced changes to its legal representative and general manager. Lin Yu-te will be succeeded by Wu Song following a change in duties, effective July 21, 2026. This is an internal personnel change within the group and is expected to have no significant impact on operations.
Companies mentioned：無錫盟創網絡科技有限公司
台虹科技 announced that it will submit its consolidated financial report for the second quarter to the board of directors on July 29, 115, in compliance with Clause 31 of Taiwan Stock Exchange rules. This is a routine financial filing that reflects transparent corporate governance.
時碩工業 issued a clarification in response to media reports that it is entering the AI liquid-cooling market and has set a five-year revenue target of a hundred billion. It stressed that it has not issued any financial forecasts. The move is intended to maintain information transparency and prevent market misunderstandings.
Companies mentioned：經濟日報
Chia Ta (2033) announced that its board of directors will meet on August 5, 2033, to review its second-quarter financial report. The review is part of regular financial disclosures and aims to ensure transparency for investors.
集盛公司 will hold a board meeting on August 7, 115, to review its consolidated financial report for the second quarter. This is a routine financial disclosure in compliance with stock exchange rules, with no other significant matters.
Swancor Holding (3708) changed its name from “Swancor International Investment Holdings” to “Swancor International Holdings.” The removal of the word “investment” is seen as part of its brand strategy. Its stock code remains unchanged.
三晃股份有限公司 changed its name to 國慶科技股份有限公司 on June 29, ROC year 115. Its stock code, 1721, remains unchanged. The change has been approved and announced for three months. The news is relevant to investors.
NVIDIA was found to beneficially own 9.3% of Nebius, sending Nebius shares soaring more than 18%. The move signals renewed confidence in AI infrastructure and sends a positive signal to the market.
Companies mentioned：NVIDIA、CoreWeave
Goldman Sachs analyst Ben Snider said that after the AI-stock rally cools, investors can turn to three non-AI themes: consumer experiences, compounding growth and acquisition candidates. These areas are less volatile and have structural growth potential.
Companies mentioned：高盛グループ (GS-US)、Citrini Research
International oil prices hit a 5-week high amid escalating U.S.-Iran clashes and threats by the Houthis to blockade sea routes. Logistics risks in the Middle East are heightening investor concerns.
Companies mentioned：Gelber & Associates、LSEG、Caspian Pipeline Consortium
The prospect of ceasefire talks between the United States and Iran increased, driving international gold prices up more than 1% and back into the $4,000 range. Views are growing that lower geopolitical risks could affect the outlook for inflation and interest rates.
Companies mentioned：Marex、ドイツ商業銀行 (Commerzbank)
Intel is carrying out a new round of job cuts in its data center division. As part of efforts to improve management efficiency, the company is continuing to streamline its organization amid growing AI demand and a business recovery. The move is an extension of its strategic restructuring.
Companies mentioned：Apple
The emergence of China’s open-source AI model Kimi K3 helped U.S. semiconductor stocks rebound. Memory makers rose across the board, with Micron gaining 12.2%. Views are growing that expanding AI demand will underpin hardware demand.
Companies mentioned：Micron Technology、SanDisk、SK 海力士、Western Digital、Seagate Technology、Moonshot AI、DeepSeek、NVIDIA、Alibaba、Baidu、Samsung Electronics
TSMC plans to raise prices for advanced-process foundry services by up to 10% starting in 2027. The move, driven by rising AI demand and overseas expansion costs, will affect the semiconductor supply chain as a whole.
Companies mentioned：TSMC、NVIDIA、Apple、AMD、Broadcom、Intel、Samsung Foundry、Applied Materials、ASML、Lam Research、KLA、MKS Instruments
花旗’s latest report says the tech “Magnificent Seven” are no longer a suitable core benchmark for evaluating large-cap growth stocks, and proposes replacing them with a growth cohort spanning six industries. The report estimates that about 55% of S&P 500 constituents are directly affected by AI trends. Demand for semiconductors and hardware remains supported by AI capital spending, while valuations of related stocks have yet to fully reflect their long-term growth potential.
Companies mentioned：花旗、微軟、博通、Palantir、超微半導體、英特爾、應用材料、科林研發
The U.S. dollar rose amid Middle East tensions and inflation concerns, pushing the yen above the Bank of Japan’s intervention level into the 163-yen range. The yen’s decline has worsened to a 40-year low, strengthening risk aversion in the market.
台積電 is expected to raise its wafer-fabrication prices 5% to 10% in early 2027. 蘋果 may also raise prices for the iPhone 18 series, which will use a 2-nanometer process and incur higher costs. The move reflects continued increases in manufacturing costs.
Companies mentioned：台積電、蘋果
Gene Munster of Deepwater Management predicted that advances in AI will bring a wave of hardware upgrades starting in 2027. Apple, HP, SanDisk and Western Digital are expected to benefit.
Companies mentioned：Apple、HP、SanDisk、Western Digital、NVIDIA、Micron、SK Hynix、Samsung Electronics、Qualcomm、AMD、Intel
AI server maker Super Micro Computer (SMCI) reported more than $60 billion in new quarterly orders and a substantial improvement in its gross margin. The results beat market expectations, and its shares rose more than 17% at one point.
Companies mentioned：SMCI-US、DELL-US、HPE-US、NVDA-US、SpaceX、xAI
Taiwan stocks surged 1,783 points on the 21st, their biggest gain ever. 台積電 is reportedly set to raise foundry prices by up to 10%, while 中美晶 and 聯合再生能源 will invest NT$1.29 billion in a solar plant in the U.S. Export orders have grown for 17 consecutive months, signaling strong AI and cloud demand.
Companies mentioned：台積電、中美晶、聯合再生能源、中菲行、大立光、晟德、引正基因、順藥
中國聯通 is recommended as a short-term Hong Kong stock pick, with a target price of HK$7.20. Hong Kong stocks are consolidating, while AI and semiconductor shares are favored by southbound funds. China and the U.S. are both tightening controls on AI technology.
Companies mentioned：中国連通、華虹宏力、中芯国際、智譜、騰訊、聯想、紫金鉱業、友邦保険、華潤万象生活、工商銀行、恒生科技指数、地平線ロボティクス、小鵬汽車、比亜迪電子、京东、美団、小米、网易、百度
U.S. stocks rose broadly, led by strength in semiconductor shares. The Philadelphia Semiconductor Index climbed more than 5%, while memory and AI-related stocks surged. Investors are focused on earnings reports from tech companies due this week.
Companies mentioned：Meta、Apple、Alphabet、Microsoft、Amazon、AMD、Broadcom、NVIDIA、Applied Materials、Qualcomm、Micron、TSMC、Intel、Fortinet、SK Hynix、SanDisk、Nebius Group、3M、General Motors
Britain’s new Prime Minister 柏南 was sworn in, pledging to break with the “Greater London spirit,” devolve power to local areas and revive the north. But fiscal difficulties and factional infighting within the party pose challenges.
On July 17, Iran attacked U.S. military bases, and the United States continued retaliatory airstrikes. The war is escalating and transforming into a struggle for survival among leaders, posing serious risks to stability in the Middle East and energy supplies.
Early retirements among volunteer soldiers in Taiwan’s armed forces are mounting, with many young service members leaving even if it means paying compensation. Declining morale and the government’s inadequate response are seriously affecting national security.
Li Huaqui criticized the Democratic Progressive Party’s handling of the tainted-oil incident, accusing the party of arrogance and irresponsibility and warning of a public backlash.
Taiwan’s food safety system has a contradiction: goods circulate nationwide, but oversight is localized. 鄭致文 says corporate self-inspections have loopholes and recommends that the government take back authority for source-level sampling of major oil products and establish a centralized management system.
Companies mentioned：中聯油脂
Chinese AI startup 月之暗面 released its next-generation large language model, Kimi K3, triggering declines in global AI and chip stocks. It has narrowed the U.S.-China AI gap to 3 months and reignited debates over open versus closed models, as well as tensions between regulatory safety and wider adoption.
Companies mentioned：月之暗面（Moonshot AI）、OpenAI、Anthropic、DeepSeek
The 民進黨 government promotes U.S. military aid, but financial scandals and a military technology gap lie beneath the surface. Analysis says the Taiwan independence path cannot change the cross-strait balance of power and calls for a return to the constitutional and legal framework of the Republic of China.
Companies mentioned：民進黨、美國新保守主義軍工聯合體
In 2026, political divisions erupted in Taiwan’s Legislative Yuan over procurement of military drones. The Ministry of National Defense’s combat systems and the Ministry of Economic Affairs’ industrial policy have become conflated, while adaptation to modern, software-centric warfare is lagging.
Asian startups are returning from U.S. listings to their home markets. Policy reforms and more mature capital markets are strengthening ties with local investors in AI and semiconductors.
Companies mentioned：阿里巴巴、百度、SK海力士、宇樹科技、長鑫存貯、智譜AI、商湯科技
民進黨 spokesperson 吳崢 told food safety victims during a livestream, “It’s not as if I forced you to eat it,” drawing public condemnation. The remark exposed the ruling party’s arrogant tendency to evade responsibility and highlighted the fragility of the food safety oversight system.
Companies mentioned：中聯油脂、南僑
In response to the 中聯油脂 incident, a proposal has been made to shift the starting point for food safety oversight to overseas supply chains. Taiwan’s current system relies too heavily on port inspections.
Companies mentioned：中聯油脂
Lin Hua-wei, vice chairman of the 中華民國棒球協會, is running for chairman, but criticism is mounting that he is unfit for the role because of his past authoritarian management and lack of transparency. Calls are growing for reform of the selection process.
Companies mentioned：中華民國棒球協會、中信、中華職業棒球大聯盟、富邦悍將、台鋼雄鷹、統一獅
Former Presidential Office senior adviser 詹啟賢 wrote a recommendation for the book 《台灣核彈》, looking back at Taiwan’s historical struggle to develop nuclear weapons during the Cold War and exploring the dilemmas of energy security and defense autonomy, as well as the suppression of technological development by international politics.
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Companies mentioned：中聯、台積電、台經院、自由亞洲電台、國聯影業有限公司
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Companies mentioned：台灣、美國、中國
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Companies mentioned：台積電、英特爾、三星電子、Fortinet
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Companies mentioned：烏克蘭、中央社、UNN、RBC
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Companies mentioned：Alphabet、IBM、特斯拉、SK海力士、美光、英特爾、超微、台積電、月之暗面、OpenAI、Anthropic、華爾街日報
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Companies mentioned：哥吉拉、Godzilla、金剛、Kong、本田、Honda、雅哥、Accord、土星獎、Saturn Award、Facebook、德州啟聰學校、Texas School for the Deaf
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Companies mentioned：五角大廈、美國戰爭部、美國聯邦參議院撥款委員會、國會山莊、美軍參謀首長聯席會議
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Companies mentioned：川普、黎巴嫩、奧恩、以色列、真主黨、Hezbollah、伊朗、黎巴嫩武裝部隊、Lebanese Armed Forces、LAF、貝魯特、華府
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Companies mentioned：費半
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Companies mentioned：葉門叛軍「青年運動」、沙烏地阿拉伯
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Companies mentioned：李翰祥、邵氏兄弟電影公司、國聯影業有限公司、中央社