# AI News 180m Report｜2026-07-24 09:00–12:00 JST｜Page 10 of 10 One place for news and notices from 2 countries/regions: Japan, 811 items from 2 sources; Taiwan, 115 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link. ## Beijing Watch》The Whampoa Military Academy teaches patriotism, with a naval port just around the corner! Why was a popular Guangzhou shop visited by Xi Jinping “disappeared”? - Published: 2026-07-24T10:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151300 - anchor: #n1671454 As Hong Kong’s “banned books” issue continues, Beijing is trying to ease concerns over freedom of speech in Hong Kong. Meanwhile, Guangzhou displays both political tensions and commercial vitality, with historic sites coexisting alongside modern development. ## [The Journalist] Fitch's View of Taiwan 2026》AI's power-hungry data centers may add demand equivalent to 10 million households' simultaneous electricity use over the next 5 years. How can Taiwan respond? - Published: 2026-07-24T09:50:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/5534091 - anchor: #n1671458 - Companies mentioned: 惠譽信評 The expansion of the AI and semiconductor industries could increase Taiwan’s power demand by as much as 10GW over the next 5 years. The government is tightening reviews of large-scale power consumption, raising concerns about the strain on power infrastructure. ## Top inside stories of the week》Lai Ching-te has long been unhappy with him—is Wang Ting-yu losing his legislative seat after losing his Central Standing Committee post? A national debt collection agency is targeting Ko Wen-je; can people get paid for reporting “Ah-Bei” as having money? - Published: 2026-07-24T09:50:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151161 - anchor: #n1671459 Former Taiwan People's Party Chairman Ko Wen-je faces collection of NT$58.33 million in a political donations case and has not paid; his account has only NT$6,000 left for living expenses. Wang Ting-yu withdrew from the Democratic Progressive Party's Central Standing Committee election and lost his seat, reflecting a reshuffling of factional power. ## [The Journalist] Fitch's View of Taiwan 2026》If 台電 cannot hold out, who will be hit hardest by another 10% electricity price increase? These 4 major industries will bear the brunt - Published: 2026-07-24T09:40:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/5534089 - anchor: #n1671460 - Companies mentioned: 台電、中油 Fitch Ratings warned that Taiwan’s electricity prices do not adequately reflect international energy prices, increasing financial pressure on 台電. A 10% rise in electricity prices would hit the plastics and chemicals, textile, steel and retail sectors particularly hard. ## 【新新聞】惠譽看台灣2026》AI泡沫從哪開始？雲端業者恐先砍資本支出 記憶體、設備鏈最敏感 - Published: 2026-07-24T09:30:01+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/5534086 - anchor: #n1671461 - Companies mentioned: 惠譽、彭博行業研究 ## Is it better to receive labor insurance benefits monthly or as a lump sum? With an insured salary of NT$45,800, the monthly benefit can be NT$21,297: eligibility and formula at a glance - Published: 2026-07-24T09:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11151229 - anchor: #n1671463 An explanation of the differences between the “Labor Insurance pension” and “Labor Pension” that Taiwanese workers receive as financial security after retirement, as well as their pension options. It details how the pension system works, how benefits are calculated and the eligibility requirements. ## 搶5%土地竟換140萬傷亡！烏克蘭議員訪台：烏國1年戰費是台灣國防預算4倍，最大教訓是「這件事」 - Published: 2026-07-24T09:30:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151385 - anchor: #n1671462 Ukrainian lawmaker Shirko visited Taiwan and stressed that “preparing for war is the key to peace,” citing lessons from the war. He pointed out that annual war costs are more than 4 times Taiwan’s defense budget. ## Behind the scenes》Where is Lai Ching-te's favorite, Cheng Li-chun? Even members of the DPP cannot stand Cho Jung-tai's handling of the tainted cooking oil case - Published: 2026-07-24T09:20:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151248 - anchor: #n1671464 - Companies mentioned: 中聯油脂 台湾の食用油汚染事件が1か月近く続く中、与野党から政府への批判が高まり、民進党内でも不満が噴出。副院長の鄭麗君の対応不在が問題視されている。 ## Tan Jianci and Ci Sha are beaten! The Chinese drama's “ultimate handsome second male lead” takes the TOP 10 crown: dressed all in black with a commanding presence, he captivates viewers the moment he appears with a cold expression - Published: 2026-07-24T09:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11151165 - anchor: #n1671131 The top 10 most captivating second male leads in recent mainland Chinese dramas have been revealed, spanning historical and modern dramas, with analysis of character styling, popularity and audience response. ## The Wall Street of Tech: A reading guide | Is Buffett’s new favorite Google bearing good news? AI cloud business surges 82%, but cash inflows turn negative! Is that good news for Taiwan? - Published: 2026-07-24T09:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151308 - anchor: #n1671130 - Companies mentioned: Google、ChangXin Memory Technologies、Micron、SK Hynix、Samsung、Tesla Google’s AI cloud, which has drawn praise from Buffett, grew 82%, but rising capital expenditures pushed operating cash flow into negative territory. China’s ChangXin Memory Technologies is gaining ground in the DRAM market, with its impact on Taiwan drawing attention. ## Commentary: An “evergreen” in elections? The DPP has once again thrown NT$352.1 billion down the drain. - Published: 2026-07-24T08:20:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11151323 - anchor: #n1671132 The Executive Yuan approved the high-speed rail extension to Yilan project at a cost of 352.1 billion yen, but it has faced strong criticism as an election ploy. Experts point to its poor cost-effectiveness, while the lack of actual demand has also come under scrutiny. ## The AI computing-power battle spreads to advanced packaging! Amkor secures a $1.5 billion Nvidia investment to expand its chip packaging and testing plant; shares surge 15% after hours. - Published: 2026-07-24T10:55:54+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544647 - anchor: #n1671945 - Companies mentioned: 台積電 AI chip giant NVIDIA will invest $1.5 billion in U.S. semiconductor packaging and testing manufacturer Amkor to support the expansion of advanced packaging facilities in Arizona. The move has raised Amkor’s strategic value, sending its shares up 15% after hours. ## Chipmakers rake it in while chip users come under pressure. JPMorgan: Divergence among AI stocks could become a key turning point for U.S. stocks in the coming weeks. - Published: 2026-07-24T10:50:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544356 - anchor: #n1671946 - Companies mentioned: Alphabet、特斯拉、摩根大通 AI stocks have diverged this year, with shares of chip and infrastructure suppliers rising while hyperscale cloud service providers lag. 摩根大通 warns that market trends resemble the final stage of the dot-com bubble in the 1990s, and that price movements in the coming weeks will determine the direction of the AI rally. ## Google ramps up AI investment but fails to lift Nvidia; funds rotate into Micron and SK hynix. - Published: 2026-07-24T10:48:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544474 - anchor: #n1671947 - Companies mentioned: Alphabet、NVIDIA、マイクロン、SKハイニックス Alphabetの好決算とAI投資拡大にもかかわらず、NVIDIAの株価は下落。資金がマイクロンやSKハイニックスへとシフトしており、半導体サプライチェーンへの関心が高まっている。 ## 〈台股開盤〉美國新關稅24日生效 衝擊台股跌逾800點回測4萬4與季線 - Published: 2026-07-24T10:47:06+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544645 - anchor: #n1671948 - Companies mentioned: 台積電、鴻海、台達電、廣達、聯電、日月光、聯發科、南電、景碩、欣興、聯茂、定穎投控、台光電、台燿、臻鼎-KY、緯創、緯穎、英業達、和碩、仁寶 Following the U.S. implementation of new tariffs, Taiwan’s stock market plunged 874 points, falling below 4万4千 yen as it tested the quarterly moving average. Taiwan will face a 10% tariff. ## Tesla plunges in its worst drop in a year; bears rack up $4.3 billion in paper gains in a single day as retail investors keep buying. - Published: 2026-07-24T10:40:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544418 - anchor: #n1671949 - Companies mentioned: S3 Partners、BNP Paribas、Meta Platforms、Vanda Research、Morningstar、SpaceX Tesla shares plunged 14.5% amid 2nd-quarter profits falling short of expectations and concerns over its AI strategy, giving short sellers $4.3 billion in paper profits in a single day. Retail investors have continued to be net buyers, betting against the trend. ## Focus stock: Yongyue Health debuts on the Innovation Board, but its honeymoon rally fizzles as shares fall more than 8%. - Published: 2026-07-24T10:35:27+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544625 - anchor: #n1671950 Yongyue Health (7835-TW) listed on the Taiwan Stock Exchange’s Innovation Board at NT$49.13 per share, but its stock fell below the offering price on its first day, dropping more than 8%. Despite the fizzled honeymoon rally, the company stressed that it will continue to deepen the integration of health data and AI and expand across Asian markets. ## House passes resolution 214-208 to again limit Trump’s war powers over Iran. Experts: Defection by four Republicans carries a political warning. - Published: 2026-07-24T10:30:32+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544316 - anchor: #n1671951 The U.S. House of Representatives passed again, by a vote of 214 to 208, a resolution limiting President Trump’s war powers against Iran. The defection of 4 Republican lawmakers gave the vote the force of a political warning. ## Server DRAM spot prices surge 146%! AI demand spreads across the board as memory shortages worsen. - Published: 2026-07-24T10:30:12+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544528 - anchor: #n1671952 - Companies mentioned: Alphabet、Meta、マイクロソフト、アマゾンAWS、Meritz Securities、サムスン電子、SKハイニクス Spot prices for server DRAM surged 146%. The main driver is a sharp increase in demand from AI data centers, and improved earnings are expected for サムスン電子 and SKハイニクス. ## Oil prices drive interest rates higher, bringing the “easy profits” of the U.S. bull market to an end. - Published: 2026-07-24T10:23:12+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544473 - anchor: #n1671953 - Companies mentioned: GasBuddy、Truist Advisory Services、Dakota Wealth Management Rising oil prices are driving up U.S. interest rates, and the 4-year boom in U.S. equities is beginning to show signs of fading. Investors are shifting from portfolios centered on technology stocks toward more diversified investments across industries. ## Is Lianya’s limit-up just the opening salvo? With Nvidia adopting CPO across the board, 8 major supply chains are poised for a golden boom! - Published: 2026-07-24T09:57:18+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544508 - anchor: #n1671394 - Companies mentioned: 輝達（NVDA-US）、博通（AVGO-US）、台積電（2330-TW）、聯亞 (3081-TW)、環宇 - KY(4991-TW)、IET-KY(4971-TW)、波若威 (3163-TW)、上詮 (3363-TW)、聯鈞 (3450-TW)、智邦 (2345-TW)、華星光 (4979-TW) 輝達 and Broadcom are moving into full-scale adoption of CPO technology, and Taiwan’s photonics and semiconductor supply chains are set to enter a period of structural growth from the second half of 2026. This technological innovation is essential to improving the efficiency of AI data centers. ## One-year merger checkup! Taishin Shin Kong Financial Holding’s share price doubles and profits hit a record, making it Taiwan’s fourth-largest financial holding company. - Published: 2026-07-24T09:30:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6543929 - anchor: #n1671395 Taishin Shin Kong Financial Holding marks the first anniversary of its merger, with profits and assets both reaching record highs and its share price doubling. It has become Taiwan’s fourth-largest financial holding company and announced a stable dividend policy centered on cash dividends. ## The CPU road map battle in the AI agent era! 輝達 bets on “faster single cores,” while AMD focuses on “more concurrency.” - Published: 2026-07-24T09:20:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544426 - anchor: #n1671396 - Companies mentioned: 輝達、AMD、美銀証券、インテル、Bank of America Securities 輝達 and AMD are clashing over the standards for evaluating CPU performance in the AI era. 輝達 says boosting single-core speeds reduces latency, while AMD advocates multicore parallel processing and throughput density. ## Key U.S. stock market news summary, July 24, 2026. - Published: 2026-07-24T09:00:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544163 - anchor: #n1671070 - Companies mentioned: マイクロソフト、アマゾン、アップル、Alphabet、エヌビディア、テスラ、Meta、インテル、マイクロン、AMD、OpenAI、TSMC The United States has imposed new tariffs of 10–12.5% on 60 economies. Meanwhile, strong AI demand has driven upbeat results from インテル and AMD, leaving the semiconductor industry with winners and losers. ## The Magnificent Seven plunge, potentially posting their biggest one-day drop since Trump’s tariff turmoil. - Published: 2026-07-24T08:50:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544358 - anchor: #n1671071 - Companies mentioned: Tesla、Alphabet、Microsoft The U.S. “テック七雄” all fell, with the MAGS ETF down 4.25%. Disappointing financial results from Tesla and Alphabet, worsening free cash flow and heightened tensions in the Middle East were among the factors. Concerns are growing over the sustainability of AI investment. ## AI spending ramps up again—why hasn’t 輝達 risen? Market fund rotation is key. - Published: 2026-07-24T08:10:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6544357 - anchor: #n1671072 - Companies mentioned: Alphabet、輝達、美光、SK海力士、亞馬遜、Meta Platforms Alphabet reported strong results and expanded AI investment, but 輝達 shares fell as funds flowed instead into memory makers. This shows that the benefits of AI investment are spreading across the supply chain, as the market’s flow of funds continues to rotate.