AI News 180m Report

2026-07-24 06:00–09:00 JST

153 received, 153 listed, 5 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 93 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.

Taiwan | 臺灣證券交易所 (continued)(52)

[Chroma] Announces the date on which the company’s second-quarter financial report for 115 will be submitted to the board for approval

Published ・ Source Taiwan | 臺灣證券交易所

Taiwanese electronic components maker 超豐 (2441) announced that it will submit its financial report for the second quarter of 2026 to a board meeting scheduled for July 31. This is part of its regular earnings reporting process and aims to ensure transparency for investors.

[SINBON] Announces board resolution to dispose of its equity stake in 巨頻科技股份有限公司

Published ・ Source Taiwan | 臺灣證券交易所

SINBON’s board resolved to sell all of its holdings of common shares in 巨頻科技股份有限公司 for a total of approximately NT$596 million. The move is a financial asset adjustment and will not affect the company’s after-tax net profit.

Companies mentioned:巨頻科技股份有限公司、昇達科技股份有限公司

[SINBON] Announces the record date for the distribution of cash dividends and cash from capital surplus, as resolved by the board

Published ・ Source Taiwan | 臺灣證券交易所

SINBON (3023) board resolved to distribute cash dividends and cash from capital surplus, totaling NT$10 per share. The move reflects the company’s sound financial position and is positive for investors.

[SINBON] Announces board approval of the company’s second-quarter financial statements for 115

Published ・ Source Taiwan | 臺灣證券交易所

Taiwanese electronics manufacturing services company 信邦 (3023) released its financial report for the second quarter of year 115, reporting cumulative net profit of NT$1.768 billion. The results point to stable profitability and are a positive sign for investors.

[Dawushan] Clarification of a report in the July 23, 115, C4 edition of 經濟日報

Published ・ Source Taiwan | 臺灣證券交易所

Dawushan Ranch Technology issued a clarification regarding a report in 經濟日報 that its revenue would grow by double digits, stressing that this was media speculation and that actual operating information would be announced in accordance with the law. The move safeguards corporate transparency.

Companies mentioned:經濟日報

[Hotai] Clarification of media reports

Published ・ Source Taiwan | 臺灣證券交易所

Hotai Motor (1536) issued a clarification regarding a report in 經濟日報 that its chairman had forecast revenue growth of 5% to 10%, stressing that it had not issued any financial forecasts. The move complies with disclosure rules and avoids market misunderstandings.

Companies mentioned:經濟日報

[Tatung] Clarification of media reports

Published ・ Source Taiwan | 臺灣證券交易所

Tatung Electric issued a clarification regarding a forecast of double-digit revenue growth in a report in 經濟日報, stressing that official announcements should be regarded as the authoritative source for financial information. The move is intended to prevent market misunderstandings.

Companies mentioned:經濟日報

[AIRTAC-KY] Clarification of a news report in the July 23, 115, B4 edition of 工商時報

Published ・ Source Taiwan | 臺灣證券交易所

AIRTAC-KY issued a clarification regarding a third-quarter earnings forecast in a report in 工商時報, noting that the figures were independently estimated by market analysts and were not an official company forecast. The move is intended to protect the accuracy of information and investors’ interests.

Companies mentioned:工商時報

[ELTA Technology-創] Clarification of media reports concerning the company

Published ・ Source Taiwan | 臺灣證券交易所

ELTA Technology issued a clarification regarding a report in 經濟日報 forecasting profits from its World Cup broadcasting rights, stressing that it had not issued any financial forecasts. The move is crucial to transparency for investors.

Companies mentioned:經濟日報

[聚賢研發-創] Correction to the company’s June 115 endorsement and guarantee details

Published ・ Source Taiwan | 臺灣證券交易所

聚賢研發-創 corrected its endorsement and guarantee information for June 2026, revising the actual amount drawn by GENII IDEAS from 0 to 119,651. The move ensures financial reporting transparency and constitutes regulatory compliance.

Companies mentioned:GENII IDEAS (S) PTE. LTD.

Original【上緯投控】公告本公司名稱由「上緯國際投資控股股份有限公司」更名為「上緯國際控股股份有限公司」,公告期間:115年6月11日至115年9月10日。

Published ・ Source Taiwan | 臺灣證券交易所

上緯投控 changed its name from 上緯國際投資控股股份有限公司 to 上緯國際控股股份有限公司. Its abbreviated name also changed to 上緯控股, while its stock code remains 3708. The announcement period runs from June 11, 2026, through September 10.

【三晃】Announcement that the company's name will change from “三晃股份有限公司” to “國慶科技股份有限公司”; announcement period: July 1, 115, to Sept. 30, 115.

Published ・ Source Taiwan | 臺灣證券交易所

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, 115年. Its stock code remains 1721. The change was approved by the Ministry of Economic Affairs and announced as required by law for three months.

Taiwan | 風傳媒(15)

Hua Chun-hsiung’s view: US-Israeli-Iranian war accelerates the decline of US hegemony and reshapes the Middle East’s geopolitical landscape

Published ・ Source Taiwan | 風傳媒

In February 2026, 川普政府 launched a war against Iran in an effort to advance its “New Middle East Strategy.” But strategic miscalculations and Iran’s strong resistance have left the war at a stalemate, accelerating the decline of US hegemony and reshaping the Middle East’s geopolitical landscape.

Companies mentioned:川普政府

Wang Churan and Chen Duling both lose out! She tops the list of the 10 most beautiful supporting actresses in Chinese dramas, stealing the spotlight from the leads and setting a new standard for beauty

Published ・ Source Taiwan | 風傳媒

An article selects the top 10 most beautiful supporting actresses in Chinese dramas from the past 5 years and analyzes their appeal and influence.

Liu Yanting’s view: Strait crisis tests ceasefire safeguards; are the US, Iran and Saudi Arabia preparing for a Vietnam War in the Middle East?

Published ・ Source Taiwan | 風傳媒

The Strait crisis has flared up again, the US-Iran ceasefire agreement has collapsed, and the conflict has spread to Saudi Arabia and Houthi forces, leaving the Middle East in turmoil.

Chang Ching-wen column: Building the world’s engines—is Taiwan on track? Why “sovereign AI” is an economic locomotive that cannot be stopped

Published ・ Source Taiwan | 風傳媒

Chang Ching-wen’s column argues that sovereign AI is key to maintaining economic sovereignty. If Taiwan confines itself to hardware contract manufacturing, it will face the risk of being marginalized in the industry. It must build an independent AI ecosystem to ensure social stability and competitiveness.

Companies mentioned:台積電

Wu Jung-chen’s view: President Lai’s national positioning—“using the shell of the Republic of China to establish a de facto Taiwan state”

Published ・ Source Taiwan | 風傳媒

President Lai reiterated that “Taiwan is a sovereign, independent country” on the 40th anniversary of the DPP’s founding, prompting debate over the Constitution and national identity. University professor Wu Jung-chen criticized the statement as effectively promoting a “Taiwan state” and violating the spirit of the Constitution.

Du Shengcong: In the information-request controversy, no one really cares about governance

Published ・ Source Taiwan | 風傳媒

Taipei City Councilor Chien Shu-pei and the city government clashed over the volume of information requested. The city government cited “a million sheets of paper” to emphasize the burden, while the councilor countered that no printing had actually been requested. Both sides focused on the shocking figures and overlooked the need to establish governance standards, highlighting a breakdown in public-administration communication.

Hsia Chen column: Cho Jung-tai’s “three refusals” are detestable—what gives him the right to draw a high salary?

Published ・ Source Taiwan | 風傳媒

KMT Legislator Weng Hsiao-ling proposed freezing Executive Yuan President Cho Jung-tai’s salary for four months, accusing him of dereliction of duty. The move raises legal questions and reflects the political confrontation and pressure facing Taiwan.

Opinion: Where is the “country without political preconditions”? Shen Po-yang’s double embarrassment

Published ・ Source Taiwan | 風傳媒

Taipei mayoral candidate Shen Po-yang proposed helping farmers export fruit to countries without political preconditions, but his father’s company has extensive business dealings in mainland China, prompting accusations of a double standard.

Companies mentioned:兆億有限公司

Zhang Linghe and Wang Churan’s The Best Thing lost! He tops the list of the 10 best Republican-era Chinese romance dramas: a passionate love that ends in devastating heartbreak, with an unmatched tragic romance

Published ・ Source Taiwan | 風傳媒

A ranking of the top 10 Republican-era romance dramas is presented, with analysis of each show's characteristics and reception. This Second, Too Hot, starring 張凌赫 and 王楚然, ranks 4th.

Original觀點投書:全代會VS.反毒油─孰輕孰重?國民黨中央勿寒了支持者的心

Published ・ Source Taiwan | 風傳媒

Original毒油事件引發全民關注,台北市長蔣萬安發起725凱道遊行施壓中央,國民黨中央卻以全代會為由消極應對,遭批推卸責任,寒了支持者的心。

Companies mentioned:民進黨、國民黨

Lu Wen-hao’s view: A new model for joint PLA ground-force fire strikes against foreign vessels?

Published ・ Source Taiwan | 風傳媒

中国人民解放军 conducted live-fire exercises in Fujian’s Xinghua Bay alongside military activities around Taiwan. Analysis suggests this represents a new model of joint fire strikes.

Companies mentioned:中国人民解放军

Opinion: Army concerts—a bridge Taiwan needs

Published ・ Source Taiwan | 風傳媒

The Republic of China Army held a series of community concerts to mark its 80th anniversary, actively reaching out to local communities and fostering military-civilian exchanges. The move is seen as an important bridge for strengthening all-out defense and social trust.

Opinion: No fees does not mean no costs, nor is it a battle to protect brokers’ profits—please answer directly: who will pay for Taiwan’s small and medium-sized businesses?

Published ・ Source Taiwan | 風傳媒

Wu Kuo-tung, honorary chairman of the 台湾就业服务商业同业公会, wrote to criticize opposition to the government’s proposed “zero-fee” policy for migrant workers, calling it a “private profit crisis” and a “battle to protect brokers’ interests.” The author responds that zero fees do not mean zero costs, but rather shift the costs to Taiwanese employers, especially small and medium-sized businesses, and questions whether the government has conducted a thorough cost assessment and prepared supporting measures.

Companies mentioned:台湾就业服务商业同业公会

Opinion: Attack on Yaita Akio raises cross-border repression concerns—who has turned the “团促法” into an all-purpose script?

Published ・ Source Taiwan | 風傳媒

The attack on Japanese journalist Akio Yaita and the arrest of a Hong Kong national suspect have stirred political controversy. Some politicians and media have linked the incident to “cross-border repression” following the implementation of China's “Law on Promoting Ethnic Unity and Progress” (the “Ethnic Unity Promotion Law”), but the causal link is unclear.

Wu Ta-you opposed developing nuclear weapons, leaving Chiang Kai-shek with no choice but to hand the task to the Ministry of National Defense: Excerpt from Taiwan’s Nuclear Bomb (1)

Published ・ Source Taiwan | 風傳媒

A review of the history of Taiwan’s nuclear weapons development, Wu Ta-you’s opposition to nuclear research, the establishment of the National Chung-Shan Institute of Science and Technology, and international intervention.

Taiwan | 中央社 CNA(13)

US official: Trump’s new tariff exemptions will be based on earlier agreements

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 10% tariff
  • More than 80 countries worldwide
  • Valid for 150 days
  • Early June

Companies mentioned:Donald Trump、彭博、紐約時報、Bloomberg News

Switzerland has seen below-average rainfall over the past 90 days; dry conditions prompt forest fire bans and strain shipping

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Rainfall in Switzerland over the past 90 days was only 40% to 55% of normal levels
  • Cargo ships can currently carry only 30% to 40% of their normal loads
  • Freight prices have risen two to three times

Companies mentioned:瑞士氣象局、瑞士廣播電視台(SRF)、萊茵港務局、弗羅特林斯霍爾

US releases Section 301 investigation findings; Taiwan faces a 10% tariff rate

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 60 economies
  • 10%
  • Deadline is July 24

Companies mentioned:アメリカ貿易代表署、川普

Strong AI chip demand lifts 英特爾’s third-quarter forecast above expectations

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Shares rose 5.2% after hours
  • Third-quarter revenue is expected to be between $15.8 billion and $16.8 billion
  • Analysts’ average estimate of $15.1 billion
  • Adjusted earnings per share are forecast at 38 cents
  • Analysts’ forecast of 27 cents
  • Shares have fallen more than 25% since reaching a closing high on June 22
  • The year-to-date gain still exceeds 170%
  • Sales rose 25.4% year over year to $16.13 billion
  • Adjusted earnings per share were 42 cents
  • Analysts’ estimated revenue of $14.42 billion
  • Earnings per share of 21 cents
  • Adjusted gross margin was 41.8%

Companies mentioned:英特爾、Intel、倫敦證券交易所集團、LSEG、輝達、Nvidia、超微、AMD

Good morning, World》 Cabinet proposes food safety law amendments: businesses must report irregularities within 24 hours; concealing them carries a fine of up to 30 million

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Businesses must report problem products within 24 hours of discovering them
  • Fine cap raised to 新台幣30 million
  • 19 batches of compliant oil products were made by 3 companies: 泰山, 福懋 and 福壽
  • A total of 501 products
  • The court found that he had cooperated with the investigation and ordered an additional 1 million in bail on the 23rd
  • Taiwan has now completed construction of 508 offshore wind turbines

Companies mentioned:泰山、福懋、福壽、中聯油脂公司、連淨公司、食藥署、台灣高鐵、宜蘭縣政府、新台幣、兒虐零容忍協會、中國海事局、陸委會、海巡署、文化部、外交部、美國國務卿、美軍、伊朗伊斯蘭革命衛隊、美國總統

Czech court orders Chinese journalist suspected of espionage released from custody; prosecutors appeal to prevent flight

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The Prague High Court has 3 months to hear the appeal
  • A decision will be made by mid-September at the latest

Companies mentioned:光明日報、Deník N

U.S. Section 301 tariffs take effect on the 24th; some Taiwanese products face a 10% rate

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 60 economies
  • 10% to 12.5%

Companies mentioned:美國貿易代表署、聯邦公報、中央社

EU adopts 21st round of sanctions on Russia, adding 218 targets

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 218 new targets added to sanctions
  • 48 individuals
  • 170 entities
  • The number of sanctioned targets is nearing 3,000

超微 AI conference roundup: Helios rack enters mass production, benefiting Taiwanese manufacturers

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • AI accelerator market surges to $1.4 trillion
  • 15% higher computing performance
  • 50% more HBM4 memory capacity and bandwidth
  • 50% more horizontal scaling bandwidth
  • 320 billion transistors
  • 203 billion transistors
  • 超微 shares fell 2.29% at today's close

Companies mentioned:超微、AMD、台積電、輝達、NVIDIA、月之暗面、Moonshot AI、OpenAI、Meta、Anthropic、微軟、Microsoft、甲骨文、Oracle、緯穎、技嘉、華碩、永擎、雲達、緯創、鴻海、英業達、神達、仁寶、和碩、微星、研華、Cerebras、Groq

Tsai Chi-chang leads delegation to Washington, meets with U.S. House speaker and bipartisan lawmakers

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The caucus delegation included 民進黨 deputy caucus secretaries-general Shen Po-yang and Chen Pei-yu, as well as Wang Ting-yu, chair of the Legislative Yuan Taiwan-U.S. Congressional Friendship Association, for a total of 5 people.

Companies mentioned:民進黨、美國聯邦眾議院、美國在台協會(AIT)、哈德遜研究所(Hudson Institute)

U.S. currency report names no currency manipulators; Taiwan and 10 other economies remain on monitoring list

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Currency practices and macroeconomic policies in 10 economies warrant close attention
  • In 2025, no major trading partner manipulated its currency to gain an unfair competitive advantage

Companies mentioned:美國財政部

Oil prices and Treasuries batter U.S. stocks; 特斯拉 loses $200 billion in market value

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • About $200 billion wiped from market value
  • International oil prices once again top $100 a barrel
  • 10-year Treasury yield rises to 4.7%, a 1-year-and-a-half high
  • Revenue of $16.1 billion
  • Above the estimate of $14.4 billion
  • Adjusted U.S. earnings per share of 42 cents
  • Twice the expected 21 cents

Companies mentioned:特斯拉、英特爾、谷歌、Alphabet、臉書、Facebook、Meta、亞馬遜、Amazon、輝達、Nvidia

Middle East conflict drives up oil prices; U.S. stocks close lower, Dow plunges more than 500 points

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • The Dow Jones Industrial Average fell 506.93 points, or 0.97%, to close at 51 711.65 points.
  • The S&P 500 fell 90.66 points, or 1.21%, to close at 7408.30 points.
  • The Nasdaq Composite fell 553.21 points, or 2.15%, to close at 25137.69 points.
  • The Philadelphia Semiconductor Index fell 66.83 points, or 0.54%, to close at 12343.84 points.

Taiwan | 鉅亨網(13)

Trump's new tariffs take effect Friday! 60 economies face tariffs of 10% to 12.5%; Taiwan's applicable rate revealed

Published ・ Source Taiwan | 鉅亨網

The United States imposed new tariffs of 10%–12.5% on about 60 economies, citing efforts to combat forced labor. Taiwan is also affected, raising concerns about spillover effects on Japanese companies' supply chains.

Companies mentioned:安永 (EY)

Magnificent Seven stocks lose $797 billion in market value in a single day, worst since April 2025

Published ・ Source Taiwan | 鉅亨網

The market value of the U.S. “Magnificent Seven” tech giants plunged by $797 billion in 1 day. Alphabet and テスラ shares tumbled after earnings reports, while overheated AI investment heightened market anxiety.

Companies mentioned:マイクロソフト、アマゾン、アップル、Alphabet、NVIDIA、テスラ、Meta、美光科技、SK海力士、Sandisk、Evercore ISI、Northwestern Mutual Wealth Management Company

Is Alphabet spending too much on AI? Wall Street sees opportunity and risk after earnings; cloud figures are key

Published ・ Source Taiwan | 鉅亨網

Google Cloud's 82% growth drew attention in Alphabet's second-quarter earnings report, but investors are concerned that expanding AI investment is weakening free cash flow. Investors are watching the company's capital spending in the period ahead.

Companies mentioned:Microsoft、Amazon、Meta Platforms、The Future Fund LLC、Yorkville Ives、Deepwater Asset Management、Future Equities

Micron rises more than 3% against the trend; Musk thanks it for providing a substantial allocation of memory chips

Published ・ Source Taiwan | 鉅亨網

Micron is supplying テスラ with large quantities of memory chips on “reasonable terms.” CEO Musk expressed his gratitude, and the stock rose 3.2%. The move points to a deepening strategic supply relationship amid soaring memory prices.

Companies mentioned:Tesla、Micron Technology、General Motors、Ford、Anthropic、Alphabet

Can Trump no longer strike Iran? U.S. House passes resolution calling for an end to military action

Published ・ Source Taiwan | 鉅亨網

The U.S. House passed a resolution calling for the Trump administration to halt military action against Iran. Based on the War Powers Act, the measure shows that the conflict between Congress and the president over military authority is becoming institutionalized.

Is Trump about to blow up? EU hits Google with an 890 million euro fine, further escalating U.S.-Europe tech tensions

Published ・ Source Taiwan | 鉅亨網

The European Union fined Google €890 million for violating the Digital Markets Act, citing unfair treatment in search and app stores. The move could reignite regulatory tensions over tech between the United States and Europe.

Companies mentioned:Alphabet、Google

〈Earnings〉AI infrastructure drives Intel's Q2 revenue growth at its fastest pace in nearly 15 years; profit and outlook beat expectations, shares jump 5% after hours

Published ・ Source Taiwan | 鉅亨網

Driven by rising demand for AI infrastructure, Intel achieved 25% year-over-year revenue growth in the second quarter of 2026, its strongest growth in 15 years. Profit and guidance beat market expectations, sending its shares sharply higher after hours.

Companies mentioned:Fortinet

〈New York FX〉Dollar hits a 1-month high as Brent crude tops $100

Published ・ Source Taiwan | 鉅亨網

The U.S. dollar hit a 1-month high, while Brent crude topped $100. Deteriorating conditions in the Middle East and the ECB's decision to hold off on a rate hike moved markets, significantly affecting currency and energy markets.

Companies mentioned:欧州中央銀行、Kpler

〈Energy market close〉Houthi attack on Saudi oil tanker halts shipping through the Strait of Hormuz; Brent surges 7%, topping $100 again

Published ・ Source Taiwan | 鉅亨網

The Houthis attacked a Saudi oil tanker, and shipping through the Strait of Hormuz halted, heightening risks to oil supplies and pushing Brent crude up 7% to above $100. Geopolitical tensions rattled markets.

Companies mentioned:Mizuho Securities、Goldman Sachs、UBS

〈U.S. stocks after hours〉Alphabet and Tesla plunge as Brent surges past $100; all 4 major indexes close lower

Published ・ Source Taiwan | 鉅亨網

On June 23, 2025, U.S. stocks fell across the board amid weak earnings reports from Alphabet and テスラ, a sharp rise in oil prices, and worsening conditions in the Middle East. Concerns about the cost of AI investment and inflation risks weighed on the market.

Companies mentioned:Alphabet、テスラ、インテル、AMD、NVIDIA、Meta、Apple、Microsoft、Amazon、ロックヒド・マーティン、RTX、博通、美光、高通、応用材料、テキサス・インスツルメンツ、台積電、日月光、聯電、中華電信

〈Precious metals after hours〉Gold falls more than 2% as Middle East tensions revive inflation and rate-hike concerns

Published ・ Source Taiwan | 鉅亨網

Tensions in the Middle East drove oil prices higher, intensifying inflation and rate-hike concerns and sending gold prices down more than 2%. Adverse financial conditions reduced gold's investment appeal.

Companies mentioned:American Gold Exchange

Original〈台股盤前要聞〉反攻4萬5又失利 、6月散戶風向球大減802億元、創見Q2大賺2.77個股本

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks again failed to challenge the 45,000-point mark; Transcend posted record Q2 earnings of 27.7 yuan per share, while the central bank is monitoring retail investor fund flows. Foreign investors were net buyers overall, and the New Taiwan dollar appreciated.

Companies mentioned:緯創、台塑、創見、中菲行、保瑞、友訊、東方風能、台電、SpaceX

【Yuan Zhifeng Column】Trading in mainland Chinese and Hong Kong stocks falls significantly

Published ・ Source Taiwan | 鉅亨網

Trading value in mainland Chinese and Hong Kong stocks fell sharply, southbound funds turned to net selling, and 騰訊 was sold for 5 consecutive days. 銀河娛樂 was recommended as a potential pick, reflecting strong investor caution.

Companies mentioned:銀河娛樂、騰訊、美團、阿里、吉利汽車、周大福、金沙中國、盈富基金、中芯國際、華虹宏力

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