AI News 180m Report

2026-07-22 09:00–12:00 JST

1077 received, 1077 listed, 6 sources ・ Page 11 of 11

One place for news and notices from 2 countries/regions: Japan, 936 items from 2 sources; Taiwan, 141 items from 4 sources.

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

Taiwan | 中央社 CNA (continued)(41)

Local opposition as 中聯's oil products are rushed back onto shelves; Shih Chung-liang: It won't be too rushed

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 中聯's soybean salad oil exceeded the limit for the carcinogen benzo[a]pyrene; a total of 1300 metric tons went to 泰山, 福壽, 福懋 and others
  • 19 batches of oil products that passed inspection can return to shelves
  • 7 batches exceeded the limit for the carcinogen benzo[a]pyrene
  • 1 batch exported without a sample
  • Among the 30 batches of oil products produced from April to June

Companies mentioned:中聯、泰山、福壽、福懋

Blue camp seeks to scrap unmanned vehicle coordination program; economics minister: It would be like cutting off both arms

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • NT$44.2 billion
  • Original帶動產值突破400億元

Companies mentioned:亞創(亞洲無人機AI創新應用研發中心)

美國 steps up pressure on 古巴, launches US$100 million aid program at the same time

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Original700個古巴家庭
  • US$9 million in aid

Companies mentioned:古巴、美國、天主教會、委內瑞拉

宗慶後 inheritance case: 宗馥莉 again denied leave to appeal in Hong Kong

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Original涉案匯豐銀行帳戶存有18億美元資產
  • and ordered her to pay HK$250,000
  • NT$1 million

Companies mentioned:娃哈哈、匯豐銀行、Jian Hao Ventures Ltd

Kinmen County Councilor Hsu Yu-chao accused of fraudulently claiming assistant fees; part of ruling overturned on appeal and a new sentence handed down

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Fraudulently claimed a total of 2,329,845 yuan
  • Aggregate sentence of 4 years
  • Deprived of civil rights for 5 years
  • 3 years and 9 months in prison
  • Deprivation of civil rights for 4 years

Companies mentioned:國民黨、金門縣議會、福建高等法院金門分院

Unlicensed drunk driver suspected of crashing into a tree, sparking a fire; Tainan high school couple dies after suffering serious injuries

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Original2人都是17歲高中生

Companies mentioned:中央社、台南市警局第四分局

Site for New Taipei's major stadium selected: the Jiwu site in Shulin District

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Construction is expected to be possible in 2032

Companies mentioned:新北市、樹林運動中心、淡海新市鎮二期

10 Chinese military vessels and 11 sorties by Chinese military aircraft around Taiwan; military monitoring

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 10 Chinese naval vessels
  • 11 sorties by Chinese aircraft
  • 7 government vessels
  • 12 sorties by Chinese military aircraft

Trump alleges noncitizens voted; New Jersey governor says it had no impact on election results

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • About 6,600 noncitizens were mistakenly added to the state's voter rolls
  • Fewer than 400 of those mistakenly listed as citizens actually went to vote
  • More than 275,000 noncitizens were registered as voters
  • More than 4 million people voted in New Jersey

Companies mentioned:白宮、路透社、民主黨、共和黨、SAVE America Act

Taiwan stocks surge more than 1,000 points, recapture 45,000; 台積電 rises NT$35

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Taiwan stocks rose 1,783.17 points on the 21st
  • Reclaimed the 45000-point mark
  • Peaked at around 45,300 points
  • 台積電 rose as much as NT$35 to NT$2,445
  • 聯發科 gained as much as NT$330 to NT$4,000
  • 台達電 rose as much as NT$100 to NT$1,935
  • 鴻海 gained as much as NT$9.5 to NT$255.5

Companies mentioned:台積電、聯發科、台達電、鴻海

AI boom drives Mexico's tech exports higher; Trump faces challenges in trade talks

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Export value topped US$50 billion
  • Imports from the United States totaled just US$2.2 billion
  • Invested US$137 million in two Mexican subsidiaries

Companies mentioned:鴻海、Foxconn、輝達、Nvidia

China-Philippines clash at Second Thomas Shoal; Wang Yi accuses the Philippines ahead of 東協 foreign ministers' meeting

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Next year marks the 25th anniversary of the signing of the Declaration on the Conduct of Parties in the South China Sea

Companies mentioned:東協、美國國務院、美國務卿盧比歐

Original法新:川普擬祭強迫勞動新關稅 台灣料適用10%

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The new round of forced-labor tariffs will range from 10% to 12.5%
  • More than 40 major economies

Companies mentioned:川普、葛里爾、法新社、CNBC、加拿大、歐洲聯盟、墨西哥、台灣、英國、中國、印度、日本

Hong Kong logistics firm’s Taiwan branch refuses to ship books violating the national security law

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Since the start of this year, Hong Kong police's national security department has investigated 4 independent bookstores

Companies mentioned:嘉達國際物流、香港嘉達、田園書屋、留下書舍、一拳書館、獵人書店

Taiwan stocks opened up 280.88 points

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The weighted index stood at 44,513.75 points
  • Trading value was NT$12.703 billion

The New Taiwan dollar opened down 1.5 cents at NT$32.36

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The New Taiwan dollar opened in a range of NT$32.36 to NT$32.42 against the U.S. dollar

Huang Jen-hsun: The smarter AI gets, the greater the demand; Kimi model benefits the industry

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 輝達's computing equipment is “the easiest computer in the world to rent”

Companies mentioned:輝達、NVIDIA、月之暗面、DeepSeek、Anthropic、OpenAI、千問、Nemotron、緯創

South Korean office workers can also “take summer vacation,” but it still depends on corporate culture

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Among companies offering summer leave, 45.8% said the leave period was 3 days
  • Next was “5 days or more,” at 35.5%
  • “4 days” accounted for 10.6%
  • “2 days or less” accounted for 8.1%
  • Among companies with more than 300 employees, 65.5% offered 5 days or more of leave
  • Companies with 300 or fewer employees most commonly offered 3 days (48.5%)
  • Among companies offering summer leave, 53.0% said they planned to provide vacation allowances
  • The rate was 61.0% among companies with more than 300 employees

Companies mentioned:韓聯社、韓國經營者總協會、中央社

奧蒂嘉 announces end of elections; U.S. urges international community to isolate 尼加拉瓜

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • After 尼加拉瓜 President 奧蒂嘉 announced that his government would no longer hold elections, U.S. Secretary of State 盧比歐 said today that the United States “will not stand by,” urging the international community to isolate 尼加拉瓜. Reuters and Agence France-Presse reported that former leftist guerrilla fighter 奧蒂嘉 (Daniel Ortega), now 80, has been in power for nearly 20 years
  • Reuters and Agence France-Presse reported that former leftist guerrilla fighter 奧蒂嘉 (Daniel Ortega), now 80, has been in power for nearly 20 years
  • The United States has already imposed sanctions on 尼加拉瓜, including visa restrictions on more than 2,350 officials and their family members

Companies mentioned:奧蒂嘉、穆麗優、盧比歐、美洲國家組織、美國國務院西半球事務局、川普、查莫洛、尼加拉瓜

Original川普力推製藥回流 進口學名藥課100%關稅、2028年上路

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Impose 100% tariffs on imported generic drugs
  • One year later, raise the rate to 200%, twice its current level
  • 2-year zero-tariff exemption
  • Starting in August 2028
  • Starting August 1, 2026

Companies mentioned:川普、真實社群

High-temperature alert for 14 cities and counties, including greater Taipei; Wu Der-rong: Rainfall to increase over the weekend

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Beware of high temperatures of 36°C or above
  • Expected to pass through the Bashi Channel from the evening of the 24th to the 25th
  • Rainfall to increase in the south and east on the 25th and 26th
  • Affected by southerly winds and residual moisture from a tropical system from the 27th to the 29th

Companies mentioned:中央社、氣象署、中央氣象署、中央大學、氣象應用推廣基金會

Semiconductor stocks lead the charge in a rebound; institutions expect Taiwan stocks' recovery momentum to continue

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Taiwan stocks rose 1,783.17 points on the 21st
  • Closing at 44,232.87 points
  • The Philadelphia Semiconductor Index also surged more than 5% on the 21st
  • South Korea's SK海力士 ADR surged US$20.78
  • or 13.75%
  • to close at US$171.94
  • 美光 also surged US$105.36
  • or 12.17%
  • to close at US$970.82
  • 台積電 ADR rose US$22.31
  • or 5.55%
  • to close at US$424.61
  • Plunged 2,953.71 points last Friday

Companies mentioned:SK海力士、美光、英特爾、超微、台積電、聯博投信

Huang Jen-hsun: Taiwan is no longer “cheap and good value”; advanced technology makes it a global AI hub

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Weighs 2 metric tons
  • Contains 1.5 million parts

Companies mentioned:輝達、台積電、鴻海、緯創

TikTok's U.S. chief security officer to testify before Congress in September, with focus on China's influence

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 字節跳動 still holds a 19.9% stake in TikTok's U.S. business
  • The joint venture’s management will be scheduled to attend a public hearing in 2026

Companies mentioned:TikTok、字節跳動、甲骨文、銀湖、MGX

緯創 opens new Dallas plant, producing the first 輝達 GB300 substrate in the United States

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Nearly $700 million in investment
  • Approximately NT$22.6 billion
  • Covers approximately 324,000 square feet
  • Currently about 60% automated

Companies mentioned:緯創、輝達、NVIDIA

Taiwan | 風傳媒(23)

Is a wave of mainland Chinese tourists about to visit Taiwan?Direct flights to 2 cities and counties resume from 7/23 as 4 major airlines take off;latest routes at a glance

Published ・ Source Taiwan | 風傳媒

Taichung International Airport will successively launch new direct flights to Qingdao, Chengdu and Okinawa starting in July. The routes will serve travel demand in central Taiwan and expand the international network.

Companies mentioned:中国東方航空、山東航空、浙江長龍航空、中華航空、星宇航空、台湾虎航

Good news for seniors aged 65 and older!7 cities and counties announce automatic health insurance premium payments with no application required;children under 6 in 1 city or county are also exempt

Published ・ Source Taiwan | 風傳媒

Seven cities and counties in Taiwan have introduced full health insurance premium subsidies for seniors aged 65 and older and children under 6. The payments are made automatically without an application, saving families nearly NT$10,000 a year and aiming to address low birth rates and an aging population.

Do Kinmen residents want this bridge?With Xiamen Xiang’an International Airport set to open, the prospect of “Kinmen-Xiamen integration” is stirring sensitivities on both sides of the Taiwan Strait

Published ・ Source Taiwan | 風傳媒

China is advancing construction of 厦门翔安国际机场 and the 厦金大桥 to promote the integration of Kinmen with the mainland. Kinmen residents are divided between economic hopes and political concerns, while Taiwan’s government opposes the plan on border-related grounds.

Companies mentioned:兆翔機場建設有限公司、中交二航局

Weather forecast/Typhoon Hongxia is about to form!The weather bureau warns of “6 straight days of heavy rain” affecting Taiwan;skies will clear only on this date

Published ・ Source Taiwan | 風傳媒

The Central Weather Administration warned of high temperatures and approaching new typhoon “Hongxia.” 14 cities and counties are under high-temperature alerts, while southern and eastern Taiwan will see persistent heavy rain from the 24th to the 29th, affecting daily life and travel safety.

Wanwan Fresh launches new products;dermatologist Hu Yixuan recommends them;drawing on nearly half a century of soapmaking craftsmanship, the all-soap process creates “true liquid soap”

Published ・ Source Taiwan | 風傳媒

美琪生技’s brand 彎彎 Fresh has launched a new liquid soap line, made using an all-soap process passed down for nearly half a century and recommended by dermatologist 胡怡萱. The products are billed as free of SLS/SLES and formulated with glycerin, promoting the concept of “true liquid soap” and a redefinition of the essence of cleansing.

Companies mentioned:美琪生技

Original全聯1款水餃冰箱必囤貨!老饕吃過不換別牌「料多飽滿、皮Q會爆汁」:不沾醬也美味

Published ・ Source Taiwan | 風傳媒

Taiwanese consumers have praised the 及第 dumplings sold at 全聯, making them a topic of discussion on social media. Their generous filling and pleasantly chewy wrappers have won praise, and they are also popular as emergency supplies.

Companies mentioned:全聯福利中心、及第、奇美、灣仔碼頭、義美、隨緣

Breaking the curse of 50% stalled AI projects!The inaugural Taiwan Data Governance Annual Conference opens on 8/21

Published ・ Source Taiwan | 風傳媒

The Taiwan Data Management Association (TDAMA) will hold the first Taiwan Data Governance Annual Conference on August 21, 2026. It aims to address the challenge of 50% of AI projects stalling by strengthening data governance.

Companies mentioned:慧與科技(HPE)、開放文化基金会(OCF)

Unfazed by scorching summer heat!屈臣氏 handpicks summer essentials for its “HWB Health and Beauty Awards”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 2026 “HWB Health and Beauty Awards”
  • Spend NT$600
  • Get electronic coupons worth a total of NT$800
  • Rewards of up to NT$1,000
  • Spend NT$1,200
  • Receive a NT$200 merchandise voucher
  • Receive an additional NT$100 merchandise voucher

Companies mentioned:屈臣氏

New Taipei’s mega dome is confirmed!Hou You-yi announces the site:easy access and ample space;construction expected to begin in 2032

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Covers approximately 23 hectares
  • Over the past eight years, the city government has invested NT$23 billion in facilities including 20 civic sports centers
  • The station is expected to handle up to 28,000 passengers per hour
  • The rail trip to Banqiao Station takes about 20 minutes
  • The trip to Taipei Main Station takes about 35 minutes

Companies mentioned:新北市政府、樹林機五、土城樹林線、中和新蘆線、板南線、三鶯線、桃園捷運棕線

Original台股爆漲千點站回4萬5,新一波多頭?達人盤點「反彈真假」:少年股神也會怕

Published ・ Source Taiwan | 風傳媒

Original台股在經歷史上最大單日跌幅後,迅速反彈逾千點,重返4萬5大關,台積電股價回升至2445元,市場對反彈是否為新多頭展開討論。

Companies mentioned:台積電、聯發科、鴻海、台達電、日月光投控、美光、SK海力士

Takes both first and second place at the national championships;players from the Jie Bang Wei Lai and Yuan Meng teams join the national training squad for the World Cup

Published ・ Source Taiwan | 風傳媒

The Jie Bang Wei Lai and Yuan Meng women’s baseball teams took first and second place at the national championships, with 19 players selected for the national training squad for the World Cup. The Top Win and Ho De Foundation has long supported women’s baseball, demonstrating corporate social responsibility.

Companies mentioned:味全龍、台灣體大、開曼英利、中信金融

How much do retired civil servants receive?Confused by the pension review notice after cuts to public-sector pensions were suspended?Check your actual payment in seconds with this 3-step online calculator

Published ・ Source Taiwan | 風傳媒

銓敘部 has released an online calculator to help approximately 180,000 retired civil servants facing uncertainty over pension reviews. Users can easily check their actual amounts in 3 steps.

Original比台鐵高鐵還舒適!內行改搭它「票價更便宜、好坐快速」:24小時都有車能一路睡到站

Published ・ Source Taiwan | 風傳媒

During Taiwan’s holiday periods, 和欣客運 is drawing attention with lower fares and comfortable amenities compared with high-speed rail and Taiwan Railways. Passengers have been giving it high marks, and its value for money has become a talking point.

60 days to go until the Aichi-Nagoya Asian Games:Ministry of Agriculture joins forces with the Ministry of Sports to build the “strongest support system,” with high-quality locally produced farm goods backing Taiwan’s athletes

Published ・ Source Taiwan | 風傳媒

With 60 days to go until the Aichi-Nagoya Asian Games, Taiwan’s Ministry of Agriculture and Ministry of Sports are working together to supply high-quality locally produced agricultural, fishery and livestock products to the national team. They will support athletes’ diets throughout training and overseas competition to boost performance.

Motorcyclists can finally stay out of the rain!Taiwan’s enclosed-cabin scooter begins deliveries “at this time”;Lean3 specs and price/license and road access/parking rules;violations carry a NT$12,000 fine

Published ・ Source Taiwan | 風傳媒

Delivery of Lean3, Taiwan’s first cabin bike, has been postponed to 2027. Driving it requires a car license, and its road-use rights are equivalent to those of a small car. Its innovative design has drawn attention.

The Wall Street Journal》Putin was once Xi Jinping’s role model;now he has become the “junior partner” in their relationship

Published ・ Source Taiwan | 風傳媒

The relationship between Xi Jinping and Vladimir Putin has shifted, with China taking the lead. Since Russia’s invasion of Ukraine, China has increased its support for Russia while maintaining a strategic advantage.

【The Journalist】What lies behind the 45,000-ping land deal for Wanyou Paper Mill?CTBC Financial and Yung Ching may join forces to pave the way for an AI computing center?

Published ・ Source Taiwan | 風傳媒

台湾金联 is auctioning about 45,000 ping of land at the Wanyou Paper Mill site in Yunlin’s Beigang Township. 云豹能源 and CTBC Asset Management have announced plans to jointly develop the site, possibly as an AI computing center, drawing attention to environmental issues and industrial planning.

Companies mentioned:台湾金联、云豹能源、中信金控、中信資產管理

The Wall Street Journal》The “Magnificent Seven” have lost their luster as retail investors shift to a new front of AI upstarts

Published ・ Source Taiwan | 風傳媒

Individual investors’ interest in the Magnificent Seven U.S. stocks is waning, with funds shifting to small- and mid-cap stocks supporting AI infrastructure. The trend points to growing interest in semiconductor and data center companies seen as part of the next wave of AI investment.

Companies mentioned:Equinix、Marvell Technology、Microsoft、Apple、Amazon.com、Meta、Nvidia、Alphabet、Tesla、SK Hynix、Roundhill Memory ETF、Intel、IREN、Citadel Securities、Janus Henderson

Behind the scenes》Tsai Ing-wen is deeply wary of “him”!She travels widely on overseas visits but deliberately avoids one country

Published ・ Source Taiwan | 風傳媒

Former President Tsai Ing-wen visited Italy in late June 2024 to attend a global women leaders’ summit and meet Italian lawmakers. Since leaving office, she has made four trips to Europe, actively expanding Taiwan’s diplomatic space, but has deliberately avoided a certain key country, drawing attention.

Neither 0050 nor 0056 takes the top spot!How are investors buying ETFs amid Taiwan’s stock-market volatility?This ETF leads in monthly growth in beneficiaries:seize the pullback to build a position

Published ・ Source Taiwan | 風傳媒

As Taiwan’s stock market enters a correction, investors are actively buying ETFs. Leveraged ETF 群益臺灣加權正2 (00685L) has gained 119,000 new beneficiaries in a month, surging to the top in popularity.

Companies mentioned:群益投信、元大投信、復華投信

Don’t leave onions and garlic at room temperature in summer!A nutritionist shares 5 ways to keep vegetables fresh longer;get this step right and they’ll last an extra week

Published ・ Source Taiwan | 風傳媒

Japanese registered dietitian Junko Ikegami warns that in summer heat, ingredients such as onions, garlic and white rice should not be stored at room temperature. Refrigeration and measures to keep out pests can help extend their freshness. The advice is crucial to household food safety.

The Story of Minglan loses!The top 10 Chinese dramas with the highest ratings in nearly 8 years revealed;the winner is a phenomenon with 200 million online views

Published ・ Source Taiwan | 風傳媒

Based on 雲合データ reports from 2018 to 2025, the top 10 Chinese dramas by online views over the past 8 years have been announced. The Knockout topped the list with approximately 200 million average views per episode, an important indicator of audience interest and market trends.

Companies mentioned:雲合データ

Commentary:Internet shutdown leaves out the “southern investor district”;protecting votes or saving the stock market?

Published ・ Source Taiwan | 風傳媒

The exclusion of southern stock trading from communications blackout drills during Taiwan’s Han Kuang exercises has prompted suspicions of political favoritism and regional discrimination.

Taiwan | 鉅亨網(22)

Canada’s prime minister has spoken with Trump and will accelerate negotiations;Canadian provinces refuse to lift bans on U.S. alcohol

Published ・ Source Taiwan | 鉅亨網

Several Canadian provinces have banned the sale of U.S. alcohol, escalating trade tensions. Prime Minister Carney spoke by phone with Trump and agreed to speed up negotiations, but concerns about the economic impact are growing.

AI compound annual growth of 32%!Deleveraging has unfairly punished high-quality stocks;what will lead the next wave?

Published ・ Source Taiwan | 鉅亨網

Google is developing a chip dedicated to AI, “Frozen v2.” Its processing performance is expected to be 6–10 times that of TPUs. Market turmoil stemming from increased capital spending by 台積電 and deleveraging is also drawing attention.

Companies mentioned:Google、Meta、マイクロソフト、アマゾン、OpenAI、Anthropic、NVIDIA、AMD、TSMC、渣打銀行

Intel earnings due;has its transformation story entered a new phase?

Published ・ Source Taiwan | 鉅亨網

Intel has again cut jobs in its data center division ahead of its second-quarter earnings report. Investors are focused on progress in its AI strategy and the sustainability of its restructuring.

Companies mentioned:Intel、NVIDIA、AMD

Global memory stocks stage a powerful rebound!Hong Kong’s 2x leveraged SK Hynix ETF jumps nearly 15%;South Korean stocks trigger the Sidecar mechanism

Published ・ Source Taiwan | 鉅亨網

Global memory stocks rebounded across the board, buoyed by gains in U.S. equities. A 2x leveraged SK Hynix ETF in Hong Kong rose nearly 15%, while South Korean stocks triggered the Sidecar circuit breaker after a sharp rise. The moves reflect optimism about a recovery in the semiconductor cycle, with investors actively building positions.

Companies mentioned:SK Hynix、Samsung Electronics、Micron Technology、SanDisk、CSOP Asset Management、Korea Exchange、Guotai Haitong Securities

緯創 opens new Texas plant;Jensen Huang makes an appearance;produces the first NVIDIA GB300 in the United States and begins mass production

Published ・ Source Taiwan | 鉅亨網

緯創 has opened its D1 AI smart factory in Texas, producing the first NVIDIA GB300 in the United States, with Jensen Huang attending the opening. The move strengthens the Taiwan-U.S. AI supply chain and advances a new model of smart manufacturing.

Companies mentioned:NVIDIA

〈Property〉Taiwan’s inventory of newly built homes for sale hits another record;only New Taipei sees faster sales and a shrinking inventory

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:台積電

On the eve of AMD’s AI event, 輝達 makes a move:Vera Rubin platform enters mass production as 300 partners race to deploy it

Published ・ Source Taiwan | 鉅亨網

On the eve of AMD’s AI event, 輝達 announced that its Vera Rubin platform has entered mass production, highlighting the importance of CPUs in the AI agent era and detailing deployments with more than 300 partners and a supply chain spanning 30 countries.

Companies mentioned:AMD、Intel、OpenAI、Anthropic、SpaceX、CoreWeave、Google Cloud、Microsoft、Oracle

Two major headwinds prove less severe than expected!AI hardware stocks find support as the Philadelphia Semiconductor Index rises for a second straight day

Published ・ Source Taiwan | 鉅亨網

Delays in data center construction and the impact of open-source AI models have been less severe than initially feared, prompting semiconductor stocks to rebound. AI-related capital spending forecasts remain intact, and the Philadelphia Semiconductor Index has risen for consecutive days.

Companies mentioned:台積電

Yen hits a 40-year low!Dollar rises past the 163 mark against the yen as risk of Japanese intervention grows

Published ・ Source Taiwan | 鉅亨網

The U.S. dollar rose to the 163-yen range against the yen for the first time since 1986, nearly 40 years ago, as the yen weakened further. Markets are wary of intervention by Japanese authorities. The move is being driven by U.S. monetary policy and the situation in the Middle East.

Companies mentioned:日本政府、日本銀行、米連邦準備制度(FRB)、ロイター、MarketWatch

AI is gobbling up memory capacity;PC DRAM prices soar more than 400% in a year

Published ・ Source Taiwan | 鉅亨網

OriginalAIデータセンター需要の高まりにより、HBM生産が優先され、PC用DRAMの供給が逼迫。その結果、PCメモリ価格が1年で5倍以上に暴騰している。

Companies mentioned:サムスン電子、SK 海力士、美光、輝達、超微、Google、特斯拉、戴爾科技

Is “good news is bad news” back?Citi index flashes a warning:U.S. stocks pull back on average for three weeks and take three months to recover

Published ・ Source Taiwan | 鉅亨網

The Citi Economic Surprise Index reached 50.3, and past patterns suggest the S&P 500 tends to fall for an average of 3 weeks and recover within 3 months. This points to the paradoxical market trend of “good economic news = falling stock prices,” and investors should remain cautious.

Companies mentioned:Leuthold Group、花旗グループ、Explosive Options、Mahoney Asset Management、富国銀行投資研究所、滙豐

南亞科 and 華邦電 gear up for the AI agent era!These 4 major golden supply chains will be the biggest winners

Published ・ Source Taiwan | 鉅亨網

Chinese AI company Moonshot AI has unveiled Kimi K3, a large-scale model for AI agents. Semiconductor designs can be completed in 48 hours, ushering in an “efficiency revolution” in AI. 南亞科 and 華邦電 are among the 4 major supply chain beneficiaries expected to gain the most.

Companies mentioned:Moonshot AI、智邦、光聖、聯鈞、華星光、台積電、上詮、台燿、聯茂、欣興、南電、景碩、南亞科、華邦電、群聯、聯發科、世芯-KY、創意、智原

Musk warns SpaceX short sellers that their “survival rate is very low”;shares rebound 3%, ending a 7-session losing streak

Published ・ Source Taiwan | 鉅亨網

SpaceX shares rebounded 3.1%, ending a 7-day losing streak. CEO Musk warned short sellers that their “survival rate is very low,” while a high short interest ratio is fueling share-price volatility. Upcoming test flights and earnings are in focus.

Companies mentioned:Apple (AAPL-US)

Pushing to bring pharmaceutical manufacturing back!Trump imposes new generic drug tariffs;after a two-year tax exemption, tariffs will be phased in at 100% and 200%

Published ・ Source Taiwan | 鉅亨網

Former President Trump announced that import tariffs on generic drugs would rise to 100% in 2 years and then to 200%. The policy is intended to encourage pharmaceutical production to return to the United States and could have a major impact on supply chains.

Taiwan Stocks Before the Open|Taiwan stocks surge 1,783 points; watch for volume recovery today and earnings from Alphabet and Tesla

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks rebounded strongly yesterday, with the weighted index surging 4.20%, supported by a return of funds to the semiconductor and AI supply chains. Investment trusts made heavy purchases while foreign investors were net sellers; volume recovery today and earnings reports will be key.

Companies mentioned:聯茂、台光電、台燿、欣興、景碩、南電、愛普、鈺創、晶豪科、毛寶、美吾華、花仙子、環球晶、台勝科、嘉晶

Key U.S. stock market news summary, July 21, 2026

Published ・ Source Taiwan | 鉅亨網

Against a backdrop of rising AI demand, 台積電 is considering price increases of up to 10% starting in 2027. 超微 shares soared after strong earnings, while 輝達 entered the CPU market. Semiconductor stocks broadly strengthened.

Companies mentioned:台積電、特斯拉、Alphabet、IBM、德儀、美光科技、SanDisk、SK海力士、美超微電腦、戴爾科技、慧與科技、輝達、英特爾、超微

Is the AI opportunity being underestimated? Morgan Stanley says software stocks have fallen too far, names 8 major winners: Now is the time to invest

Published ・ Source Taiwan | 鉅亨網

Morgan Stanley is focusing on software stocks that have been excessively sold off amid the AI boom and recommends an “overweight” rating on 8 companies, including マイクロソフト. It expects the benefits of AI to shift to the application layer going forward.

Companies mentioned:マイクロソフト、Palo Alto Networks、CrowdStrike、Cloudflare、Datadog、ServiceNow、Snowflake、Shopify、Salesforce、Intuit、Adobe、Workday

Trump’s 10% temporary global tariffs expire Friday; White House says “new tariffs” will be introduced soon

Published ・ Source Taiwan | 鉅亨網

As the 10% temporary global tariffs introduced by U.S. President Trump expire on the 24th, new tariff measures are looming. The United States may impose tariffs of 10% to 12.5% on 60 countries over forced labor concerns.

Companies mentioned:アメリカ政府、最高裁判所

Dimon says don’t buy stocks or long-term bonds! Investors have already shifted into this type of asset

Published ・ Source Taiwan | 鉅亨網

Originalモルガン・チェースCEOのデイモン氏が株式と長期国債の購入を警戒する中、投資家は短期米国債ETFに資金を集中。SGOVが今年最も資金流入した債券ETFに。

Companies mentioned:モルガン・チェース、Vanguard、iShares、State Street、Berkshire Hathaway

Global chip stocks rebound strongly, led by 台積電 and 美光

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 台積電 (2330-TW) closed up 3.9% on Tuesday
  • 鴻海 (2317-TW) rose 4.9%
  • 聯發科 (2454-TW) surged to limit-up, soaring 9.9%
  • Pushing Taiwan’s weighted index up 4.2%
  • South Korea’s KOSPI index surged 3.6%
  • 三星電子 (005930-KR) rose more than 6%
  • SK 海力士 (000660-KR) surged 4.1%
  • 鎧俠 (285A-JP) surged more than 17%
  • 愛德萬測試 (6857-JP), a major semiconductor testing equipment maker, surged more than 7%

Companies mentioned:台積電、美光、鴻海、聯發科、三星電子、SK 海力士、鎧俠、愛德萬測試、中芯國際、華虹半導體、SanDisk、SK 海力士 ADR、希捷、威騰電子、英特爾、超微、輝達、邁威爾科技、艾司摩爾、ASM International、貝思半導體、英飛凌科技、阿里巴巴、Anthropic、月之暗面、Kimi K3、Alphabet、特斯拉

Don’t go all in on AI investments! Cramer: Diversification is the key to long-term success; recommends increasing holdings in healthcare, financials and other non-tech stocks

Published ・ Source Taiwan | 鉅亨網

CNBC’s Jim Cramer warned of the risks of concentrating investments in AI-related stocks and stressed the importance of diversification into non-tech stocks, such as healthcare and financials. His message is an important call to reconsider investment strategies.

Companies mentioned:Micron、SanDisk、Johnson & Johnson、3M、CVS Health、Goldman Sachs、Wells Fargo、Bank of New York Mellon

Could U.S. semiconductor stocks fall another 20%? Analysts divided on the outlook

Published ・ Source Taiwan | 鉅亨網

U.S. semiconductor stocks fell amid geopolitical risks and a rotation of funds, while deteriorating technical indicators have divided analysts. Uncertainty over the market outlook is growing.

Companies mentioned:Business Insider、Fundstrat、Piper Sandler、Bespoke Investment Group

Japan | EDINET 金融庁開示(7)

Annual Securities Report — 58th fiscal year (2025/05/01–2026/04/30)

Published ・ Source Japan | EDINET 金融庁開示

Japan House Holdings filed its annual securities report for the 58th fiscal year. The report discloses financial and management information for investors and is important for ensuring transparency at listed companies.

Annual Securities Report — 30th fiscal year (2025/05/01–2026/04/30)

Published ・ Source Japan | EDINET 金融庁開示

Raccoon Holdings filed its annual securities report for the 30th fiscal year (2025/05/01–2026/04/30). The important document details the listed company’s finances and strategy and is relevant to investors and market participants.

Annual Securities Report — 67th fiscal year (2025/05/01–2026/04/30)

Published ・ Source Japan | EDINET 金融庁開示

株式会社共和工業所 published its annual securities report for the 67th fiscal year, detailing its performance and financial position from May 1, 2025, to April 30, 2026.

Companies mentioned:株式会社共和工業所

Amended Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 21st fiscal year (2025/09/17–2026/03/16)

Published ・ Source Japan | EDINET 金融庁開示

Asahi Life Asset Management filed an amended annual securities report for the 21st fiscal year, seeking to build investor confidence by strengthening disclosure on investment trusts.

Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 6th fiscal year (2025/11/07–2026/05/07)

Published ・ Source Japan | EDINET 金融庁開示

Fidelity Investments filed its annual securities report for the 6th fiscal year, disclosing the investment trust’s financial and operational status and contributing to transparency for investors.

Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 1st fiscal year (2025/08/14–2026/04/22)

Published ・ Source Japan | EDINET 金融庁開示

Rakuten Investment Management filed its first annual securities report. The filing aims to improve transparency in investment trusts and strengthen investor protection, marking an important step in establishing a governance structure.

Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 27th fiscal year (2025/10/25–2026/04/24)

Published ・ Source Japan | EDINET 金融庁開示

Fidelity Investments published its annual securities report for the 27th fiscal year. It is an important statutory disclosure document covering the investment trust’s operating status and financial information.

Other formats:JSONMarkdownRSS