OriginalHBM封裝技術轉向！三星、SK海力士同步決定：HBM4暫不導入混合鍵合
Original三星與SK海力士決定HBM4不導入混合鍵合技術，因JEDEC放寬封裝高度限制，使現有技術仍可行。此舉影響供應鏈與設備商布局。
Companies mentioned：三星、SK海力士、輝達、台積電、韓美半導體、Besi、拓荊科技、北方華創
2026-07-22 12:00–15:00 JST
714 received, 714 listed, 5 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Japan, 553 items from 2 sources; Taiwan, 161 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 鉅亨網 (continued)（32）
Is cryptocurrency ready for a comeback? Traders bet this stock will lead the rally
Bitcoin prices rose, and options trading in related stocks such as Coinbase and Robinhood picked up. The market is beginning to reassess the cryptocurrency rebound.
Companies mentioned：Coinbase、Robinhood、iShares、Strategy
Dimon pours cold water on AI investment boom but sees promise in SpaceX space data centers
Original摩根大通CEO戴蒙對AI投資熱潮持保留態度，但看好SpaceX的太空資料中心構想。SpaceX近期完成IPO，摩根大通擔任主導顧問，獲利數億美元。
Companies mentioned：摩根大通、高盛、SpaceX
Original日月光旗下Ainos Smell AI 累積收集逾6.13億筆工業氣味資料 加速布局Physical AI
Ainos, a subsidiary of 日月光, has collected more than 613 million pieces of odor data from industrial environments, accelerating the development of Smell AI. The advance represents an innovation in sensing technology for Physical AI, with applications advancing on semiconductor production lines.
Companies mentioned：日月光
Yield determines profits! The world’s three memory giants officially launch HBM4 yield race, with the focus shifting back to HBM
Samsung, SK海力士 and Micron are stepping up their competition over HBM4 yields. Yields determine supply volumes and profitability and will be key to performance in the second half of this year.
Companies mentioned：三星電子、SK海力士、美光科技、輝達
Legislative Yuan plans another cut to drone budget; Kung Ming-hsin says it would be like cutting off both arms, lamenting that the industry may have to fend for itself
The Kuomintang caucus in the Legislative Yuan proposed cutting the drone industry budget. Economics Minister Kung Ming-hsin sharply criticized the move, saying it would be like cutting off both arms of the industry and severely damaging its development, potentially forcing it to rely on its own resources in the future.
Policy becomes a personal “ATM”! U.S. senator urges Wall Street not to buy TMTG’s “early access” product for Trump posts
U.S. Democratic Senator Mark Warner urged financial institutions to stop using TMTG’s new “Truth API” service, which gives priority access to posts by former President Trump. He warned that the unfair commercial use of policy information could harm markets.
Companies mentioned：Trump Media & Technology Group (TMTG)
Google updates lineup of lightweight Gemini models, still has not announced a specific release date for flagship Pro
Google announced a new lightweight version of its Gemini AI model, but the launch timing for its flagship Gemini Pro remains undecided. The new model is designed to cut costs and optimize performance for specific applications.
Companies mentioned：Alphabet、Anthropic、OpenAI
Original〈台股開盤〉再漲千點站回4萬5遇月線反壓 台積電翻黑漲點收斂
Summary not yet available
Facts
- Peaked at 45323.75 points
- Original今日預估成交量增至 1.16 兆元
- 台積電 (2330-TW) opened up 30 yuan, or 1.2%, today
- 台積電 (2330-TW) opened up 30 yuan, or 1.2%, today, at 2440 yuan
- 台積電 (2330-TW) opened up 30 yuan, or 1.2%, today, at 2440 yuan, but turned lower during the session and fluctuated around the 2400-yuan support level
Companies mentioned：台積電、聯發科、台達電、日月光投控、聯電、鴻海、緯創、緯穎、廣達、研華、華邦電、旺宏、南亞科、欣興、景碩、南電、國巨、華新科
Trump: Iran wants to negotiate, but the U.S. has “no interest”! “Soon” to strike Khondab nuclear facility, warns Houthi militants not to blockade the Red Sea
U.S. President Trump said Iran wants to negotiate but that “the United States is not interested,” and suggested attacks on nuclear facilities. Alongside the threat of a Red Sea blockade by the Houthis, the situation in the Middle East is developing into a global energy and shipping crisis.
Corning shares retreat 40% from peak; Morgan Stanley sees ramp-up in optical capacity as key to second-half rebound
康寧 shares have fallen 40% from their high, and モルガン・スタンレー said expanding optical capacity will be key to a rebound in the second half. Long-term AI demand is expected to remain strong, but near-term performance is uncertain.
Companies mentioned：モルガン・スタンレー
Japan | EDINET 金融庁開示（3）
Amended securities report
The Central American Bank for Economic Integration corrected errors in its financial report in a bid to maintain transparency. This is important for preserving investor confidence.
Securities Report—51st Fiscal Year (2025/05/01–2026/04/30)
Kikuchi Seisakusho Co., Ltd. published its securities report for the 51st fiscal year (2025/05/01–2026/04/30). The report is a statutory document intended to provide transparency into the company’s finances and management. It is an important source of information for investors and market participants.
Annual Securities Report — 38th Fiscal Period (2025/05/01－2026/04/30)
Matsumoto Co., Ltd. filed its securities report for the 38th fiscal year (May 1, 2025–April 30, 2026). The filing is a requirement for listed companies and an important financial disclosure for investors.