# AI News 180m Report｜2026-07-26 12:00–15:00 JST｜Page 4 of 7

One place for news and notices from 2 countries/regions: Taiwan, 389 items from 14 sources; Japan, 230 items from 10 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## The hard-boiled “Private Detective” is all a misunderstanding; Ji Weiran jokes that Wu Cheng is an “Iron Egg Detective”: Love is the real fatal flaw

- Published: 2026-07-26T11:12:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151685
- anchor: #n1692262
- Companies mentioned: 印刻文學

Writer Ji Weiran has published his new book “The Human Game: Private Detective 3” and held a talk with Chang Kuo-li. He joked that protagonist Wu Cheng is an “Iron Egg Detective,” emphasizing that love is the real fatal flaw, and criticized stereotypical portrayals of detectives in both Eastern and Western fiction.

## What does it really mean to be rich? It’s not about your account balance, says expert: Financial freedom has “4 levels”—see which one you’ve reached

- Published: 2026-07-26T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11148386
- anchor: #n1692264
- Companies mentioned: 明白文化

The essence of financial freedom is explained as freedom in 3 areas: money, time and space. Each has 4 levels, and inner fulfillment is also emphasized. The content is self-help oriented.

## Are large numbers of mainland Chinese tourists coming to Taiwan? From 7/28, “4 major airlines resume direct flights,” targeting 2 counties and cities; latest routes and destinations at a glance

- Published: 2026-07-26T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151699
- anchor: #n1692263
- Companies mentioned: 中華航空、星宇航空、台湾虎航、中国東方航空、山東航空、浙江長龍航空、春秋航空

In July 2026, several airlines launched or resumed direct flights to Japan and China from Taichung International Airport. International access to central Taiwan improved substantially.

## 不是《鬼滅之刃》！「日本1神片」上映首日吸金9.3億，結局虐哭一票網友：後勁真的太強｜附預告線上看

- Published: 2026-07-26T10:53:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151710
- anchor: #n1692265
- Companies mentioned: TOHO Cinemas

The film version of the popular character “Chiikawa” recorded box office revenue of 930 million yen on its opening day in Japan, becoming a social phenomenon. In Taiwan, it was classified as suitable for a protected audience, sparking debate.

## 2026 cash handouts are coming! From 7/27, residents in 2 areas will receive at least 3000 per person; eligible recipients will get the money deposited, with payout dates and methods and extra local benefits nationwide

- Published: 2026-07-26T10:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151698
- anchor: #n1692266
- Companies mentioned: 雲林県林内郷役場、花蓮県瑞穂郷役場

The 2026 proposal for a universal 10,000-yen “citizen support payment” has passed its first reading in the Legislative Yuan. Some local governments will begin distributing region-specific “revitalization relief payments” on July 27. The eligible areas are Linnei Township in Yunlin County and Ruisui Township in Hualien County, where each person will receive 3,600 yuan and 3,000 yuan, respectively.

## Could Taiwan stocks keep falling? Ruan Mu-hua previews 6 major events next week: These 2 days will be a major test for the market

- Published: 2026-07-26T10:44:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151708
- anchor: #n1692267
- Companies mentioned: Microsoft、Meta、Amazon、Apple

Taiwan stocks plunged nearly 1,200 points on the 24th. Financial expert Ruan Mu-hua warned that the market faces a key test next week, including the FOMC decision and earnings from tech giants; negative cash flow could put further pressure on stocks.

## India’s “cockroach movement” scores a major victory! Education minister finally resigns, dealing a blow to Modi’s strongman image

- Published: 2026-07-26T10:44:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151709
- Article page: https://ainews.idaeo.ai/a/3555850-en.html
- anchor: #n1692268

The “cockroach movement,” which erupted after exam cheating in India's national medical exam, led to the education minister's resignation, while young people's political awakening dealt a blow to the Modi government.

## Wang Churan and Yu Shuxin lose out! Top 10 actresses with the best resources in mainland Chinese dramas: She takes the crown, with looks, acting skills and expressive eyes

- Published: 2026-07-26T10:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151697
- Article page: https://ainews.idaeo.ai/a/3555857-en.html
- anchor: #n1692269
- Companies mentioned: 東申未来、和頌伝媒、光線伝媒

中国の95後女優のうち、田曦薇が最も優れた映像作品のリソースを持つとされ、ネットユーザーの投票で1位に選ばれた。彼女や盧昱曉、周也らの台頭が注目されている。

## Yingge Old Street and the Ceramics Museum lose out! Top 10 attractions on New Taipei’s Sanxia-Yingge Line: This one takes the crown—right by the MRT exit, with cheap eats and enough to keep the whole family entertained all day

- Published: 2026-07-26T10:19:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150742
- Article page: https://ainews.idaeo.ai/a/3555865-en.html
- anchor: #n1692270

The New Taipei Metro Sanying Line opened on June 30, drawing attention as a new tourism and commuting route connecting Sanxia, Yingge and Tucheng. Designed to link cultural, natural and educational sites along the route, it is a symbol of regional revitalization and sustainable urban development.

## The Ministry of Finance is sending out money! Eligible people nationwide can receive an average of NT$16,000 each, with tax refunds deposited on 7/31

- Published: 2026-07-26T10:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151695
- Article page: https://ainews.idaeo.ai/a/3555868-en.html
- anchor: #n1692271
- Companies mentioned: 财政部、国税局

Taiwan’s 财政部 will issue the first batch of comprehensive income tax refunds on July 31, with an estimated 365.7万件 refunds totaling NT$61.24 billion. Each recipient is expected to get back about NT$16,000 on average.

## Weather forecast／Southern cloud system moves north, bringing 3 straight days of rain! 2 areas face localized downpours; when skies will clear revealed

- Published: 2026-07-26T10:09:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151703
- Article page: https://ainews.idaeo.ai/a/3555862-en.html
- anchor: #n1692272
- Companies mentioned: 中央氣象署

A southward cloud system moving north will bring Taiwan 3 consecutive days of rain starting today. Localized heavy rain is possible in the southeast and the Hengchun Peninsula. The weather administration warns of thunderstorms and long-period swells, with skies gradually clearing from Wednesday.

## Don’t put leftover bread straight in the fridge! Expert shares 3 proper storage tips to keep it “crisp, fragrant and soft” after reheating, just like freshly baked

- Published: 2026-07-26T10:04:35+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151292
- Article page: https://ainews.idaeo.ai/a/3555871-en.html
- anchor: #n1692273
- Companies mentioned: Wheeldon Brothers、Yamazaki Baking

Experts and Japan’s Yamazaki Baking share proper ways to store bread, including using celery to retain moisture, ventilated packaging and freezing techniques to extend freshness and avoid waste. The advice is highly practical for consumers managing their daily diets.

## France’s most underrated player! Crowned the 2026 World Cup assist leader, he has left the Premier League and England regretting letting him go

- Published: 2026-07-26T10:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150856
- Article page: https://ainews.idaeo.ai/a/3555887-en.html
- anchor: #n1692275
- Companies mentioned: バイエルン・ミュンヘン、チェルシー、アーセナル、マンチェスター・シティ、クリスタル・パレス、レディングFC

Michael Olise recorded 5 assists at the 2026 World Cup, drawing attention as a key part of France's attack. Once overlooked by top Premier League clubs and the England national team, he flourished with France, earning praise from Henry.

## Store water now! Major water outage tomorrow in 12 counties and cities, with no water from morning to night; check your area’s outage times with one click

- Published: 2026-07-26T10:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151694
- Article page: https://ainews.idaeo.ai/a/3555874-en.html
- anchor: #n1692274
- Companies mentioned: 台湾自来水公司

台湾自来水公司 will impose phased water outages in parts of 12 counties and cities on July 27 for pipeline improvement work. Residents should store water in advance and take care to use it safely, including cutting power to pumps.

## The detective grows gentle as the world grows uglier; Ji Weiran on his new work “The Human Game”: Seeing the triumph of the death drive

- Published: 2026-07-26T09:48:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151672
- Article page: https://ainews.idaeo.ai/a/3555879-en.html
- anchor: #n1692276
- Companies mentioned: 印刻文學、風傳媒

Novelist Ji Weiran discussed his new work “The Human Game: Private Detective 3” at a literary talk. Through protagonist Wu Cheng, he critiques the imbalance between good and evil in contemporary society and the triumph of the death drive, reflecting his concerns about extreme rhetoric and social division. The work carries cultural and social significance.

## 全聯泡麵沒買來一客、滿漢！老饕推1款「湯頭香濃、麵條Ｑ彈料超多」，加顆蛋一次吃2碗

- Published: 2026-07-26T09:44:54+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151324
- Article page: https://ainews.idaeo.ai/a/3555882-en.html
- anchor: #n1692277
- Companies mentioned: 味丹企業、全聯、大全聯、萬家福

味丹企業's limited-edition “Green Onion Freedom Minced Pork Soup Noodles” returned to 全聯, becoming a hot topic online. The quantity of green onions and the flavor of the minced pork were well received, and the product's popularity rebounded, with consumers buying it in bulk.

## 【The Journalist】Food-waste pig-farming ban set to take effect; Formosa Plastics teams up with 御嵿 to invest in biodiesel, with TaiSteel possibly behind the scenes?

- Published: 2026-07-26T09:40:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/5534292
- Article page: https://ainews.idaeo.ai/a/3555890-en.html
- anchor: #n1692278
- Companies mentioned: 台塑グループ、御嵿、台鋼グループ、東典光電、力銘科技、寰聖国際、台塑新智能

As Taiwan's Ministry of Agriculture bans using food waste to raise pigs, 台塑グループ and 御嵿 have partnered on a business producing biodiesel from food waste. 台鋼グループ also appears to be involved, drawing attention to collaboration between the energy and environmental businesses.

## After Hours International》Is AI taking jobs a false issue? Silicon Valley defense-tech startup sets up in Taipei; Hsiao Shang-nung says Taiwan’s opportunity is “right here”!

- Published: 2026-07-26T09:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151636
- anchor: #n1692279
- Companies mentioned: Palantir、Anduril、Shield AI、NVIDIA

Facts:
- Successfully intercepted about 60,000 pounds of cocaine

## Take care when flying abroad! Forgetting 1 thing at airport security could “in the worst case prevent you from boarding”; many people get it wrong

- Published: 2026-07-26T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149183
- Article page: https://ainews.idaeo.ai/a/3555917-en.html
- anchor: #n1692282

Several travelers have had their documents mysteriously disappear after placing their passports alone in security trays at airports, with some even at risk of being unable to board. The incidents occurred at airports in Denmark, Japan, the Netherlands and elsewhere, prompting widespread discussion.

## 初魚、旨醞輸了！台灣頂級鐵板燒TOP 10冠軍是它「食材新鮮、和牛外酥內嫩」：服務很好無限回訪

- Published: 2026-07-26T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150909
- anchor: #n1692281
- Companies mentioned: 阪前鐵板燒、王品集團、初魚 鐵板料亭、豊漁餐飲集團、旨醞鐵板料理、饗賓集團、潼精緻鐵板料理、Will's Teppanyaki、Ukai-tei Kaohsiung、饗宴鐵板燒、魚貫鐵板燒、NEST巢Teppanyaki、莫登鐵板燒

Facts:
- Dinner set menus cost 1,800 yuan or more
- The 2,380-yuan Imperial Set Menu
- Enjoy U.S. rib-eye steak for 2,890 yuan
- Upgrade to Japanese A5 wagyu for 3,990 yuan

## Is the “2027 Taiwan invasion theory” a serious misreading? Japanese defense scholar reflects in new book: Peace in the Taiwan Strait is not simply a military issue

- Published: 2026-07-26T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151652
- Article page: https://ainews.idaeo.ai/a/3555907-en.html
- anchor: #n1692280
- Companies mentioned: 美軍、美國國會、美國中情局、共軍、自衛隊

A Japanese defense scholar has published a book criticizing the “2027 Taiwan invasion theory,” stressing that peace in the Taiwan Strait is not just a military issue. The argument affects defense policies in the U.S., Japan, Taiwan and Australia, but the scholar warns against misreading China’s military objectives.

Facts:
- Before 2027

## Behind the scenes》Olympic gold medalist becomes unpopular! Lee Yang squares off against sports elders, and 賴清德政府 picks a side

- Published: 2026-07-26T09:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150269
- anchor: #n1692283
- Companies mentioned: 運動部、賴清德政府

Facts:
- 2026 Asian Games
- A total of 482 athletes will be sent
- To compete in 34 sports
- September 19 to October 4, 2026

## 115年5、6月統一發票中獎號碼開獎了！加碼至385萬組，財政部教1招提高中獎率

- Published: 2026-07-26T09:00:52+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151612
- anchor: #n1692284
- Companies mentioned: Uber Eats、foodpanda、Netflix、YouTube、App Store、Steam、Smile 速邁樂加油站、台北自來水事業處、全聯福利中心、第一銀行、彰化銀行、全國農業金庫、農（漁）會信用部、信用合作社、7-11、全家、萊爾富、OK、美廉社

Facts:
- Special Prize 38548021
- 200萬元特獎號碼「10138845」
- The First Prize number is “24121106”
- NT$10 million special prize.
- NT$2 million grand prize.
- The First Prize numbers are “24121106,” “28589937” and “83663333.” In addition to the traditional invoice lottery, the Ministry of Finance has substantially increased the number of 500-yuan prizes in the “Cloud Invoice Exclusive Prize” draw, greatly improving the public’s odds of winning.
- Fourth Prize: same last digits as the First Prize

## 許劍虹專欄: 被遺忘的戰略家─奠定美國戰後霸權地位的魏德邁

- Published: 2026-07-26T08:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11137752
- anchor: #n1692285
- Companies mentioned: 飛虎隊、陳納德、史迪威、蔣中正、克勞塞維茨、羅斯福、魏德邁、馬歇爾、勝利計畫、胡佛研究所、亞凱迪亞會議、戴維斯、謝偉思、盧登、赫爾利、蒙巴頓、艾森豪、邱吉爾、希特勒、大西洋堡壘、蘇聯、阿爾發計劃、何應欽、中國共產黨

Facts:
- How the United States should mobilize 10 million young people to enlist and fight
- Develop a training plan for 39 U.S.-equipped infantry divisions
- Nearly 400 divisions across the entire Chinese army

## Wei An’s view: Strait crisis spirals out of control—is it all-out U.S.-Iran war or a return to the negotiating table?

- Published: 2026-07-26T08:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151462
- anchor: #n1692286
- Companies mentioned: 沙烏地阿拉伯、胡塞武裝、伊朗、美國、中國、日本、韓國、葉門、科威特、巴林、卡達、阿曼

Facts:
- This alternative route can transport about 5 million barrels of crude oil per day
- Brent crude remains around $74 a barrel

## Lin Xixing’s view: A direct route to the Indian Ocean—the China-Myanmar Economic Corridor is urgently needed

- Published: 2026-07-26T07:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150659
- anchor: #n1692287
- Companies mentioned: Tatmadaw、中信集團

Facts:
- The Muse–Mandalay railway will be 431 kilometers long
- Maximum speed of 160 kilometers per hour
- Total construction period of 5 years
- Official construction is scheduled to begin in 2029
- China’s share: 70%
- Myanmar’s share: 30%
- Exclusive operating rights for 99 years

## Hsieh Chin-fang column: The flip side of TSMC’s magnetic pull

- Published: 2026-07-26T07:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151589
- anchor: #n1692288
- Companies mentioned: 台積電、中研院、台灣大學、清華大學、陽明交大、中央大學、法國國家科學院、台灣高等研究學院

Facts:
- 中研院經濟所上修今年台灣經濟成長率預估值為 10.16%
- Strong AI demand is expected to continue through 2030
- 碩士畢業新進工程師平均年薪達 220 萬元
- Enrollment is zero in 54 domestic master’s and doctoral programs
- Enrollment is zero in 17 programs across 6 top universities
- The most formative 14 years of life have passed just like that
- The hope is that within the next 30 years, Taiwan will produce at least 3 Nobel laureates across three major fields: physics, chemistry and medicine

## More than《A Touch of Green》! 10 classic Taiwanese dramas that capture generations of Taiwanese memories—this one is even more heartbreaking to revisit as an adult

- Published: 2026-07-26T07:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149752
- anchor: #n1692290
- Companies mentioned: imdb

## Chang Jui-hsiung’s view: Open models are reshaping the global AI landscape

- Published: 2026-07-26T07:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150927
- anchor: #n1692289
- Companies mentioned: Moonshot AI、OpenAI、Anthropic、Google、DeepSeek

Facts:
- Only large commercial models trained with hundreds of billions of dollars in investment can reach the global frontier

## Lin Chi-hsing’s view: Jensen Huang speaks up for Taiwan—“Taiwan did not steal America’s chips”

- Published: 2026-07-26T07:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150657
- anchor: #n1692291
- Companies mentioned: 台積電、蘋果、高通、英特爾、超微、德儀

Facts:
- Taiwan’s Industrial Technology Research Institute paid the Radio Corporation of America US$3.5 million in technology-transfer licensing fees
- 全球超過九成的先進半導體產能集中在台灣

## Hsu Yung-hsiang column: Playing dumb for clicks pays off—the professional baseball All-Star Game’s traffic carnival

- Published: 2026-07-26T07:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151552
- anchor: #n1692292
- Companies mentioned: 台灣職棒、自由時報、PTT、Threads、YouTube

Facts:
- The event drew 80,000 fans over 2 days, filling the venue

## Reader opinion: Chiang Kai-shek let Sun Li-jen down—the key to the fall of mainland China

- Published: 2026-07-26T07:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151249
- anchor: #n1692293
- Companies mentioned: 孫立人、蔣中正、杜聿明、林彪、毛澤東、白崇禧、薛岳、劉備、關公、劉封、秦始皇、王翦、戴笠、項羽、謝雪紅、台共、中研院、自立早報、風傳媒

Facts:
- A string of defeats in the 38-year campaign to suppress the Communist rebellion
- 517 people have been killed
- Taiwan Retrocession Day in year 35
- 228 in year 36

## Taiwan travel itinerary guide》Domestic travel subsidies of up to 3,200 yuan! Which travel agency should you choose? Latest attractions ranking revealed

- Published: 2026-07-26T06:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151541
- anchor: #n1692294
- Companies mentioned: 東南、鳳凰、雄獅、台中國際機場、觀光署、KEYPO大數據關鍵引擎

Facts:
- Receive up to 3,200 yuan
- The central government is allocating a budget of 3.46 billion yuan
- Nearly 30 age-specific facilities
- Far ahead with more than 11.13 million visits

## Reader opinion: Taiwan should have a memorial to the victims of coal-mining disasters

- Published: 2026-07-26T06:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151278
- anchor: #n1692295
- Companies mentioned: 瑞三鑛業

Facts:
- The number of coal-mining disaster victims in Taiwan is as high as 4,167
- Northern Taiwan once had nearly 400 mines

## Chao Hsin-ping feature: Hsu Ching-chu—the pull of fate led me to make《穿著旗袍的女孩》

- Published: 2026-07-26T06:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151264
- anchor: #n1692296
- Companies mentioned: 《穿著旗袍的女孩》、《潘人木作品精選集》、《人生從此不一樣》、《送別》、《綵衣》

Facts:
- About 44 minutes
- More than 40 years of experience
- Came to Taiwan with the Nationalist government in 1949
- A 68-year-old woman
- Passed away 10 years ago
- Her mother was already 42 years old

## Chang Ching-jui’s view: When Feynman meets Drucker—using the logic of physics to analyze the workplace

- Published: 2026-07-26T06:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150878
- anchor: #n1692297
- Companies mentioned: 台北101、豐田汽車（Toyota）

Facts:
- Nearly 300 people flocked to sign up
- Only 80 spots were originally available

## Chung Chiao feature: The “Pichun memories” of workers—a vessel for collective memory and dignity

- Published: 2026-07-26T06:35:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150755
- anchor: #n1692298
- Companies mentioned: 新工人樂團、打工文化藝術博物館、工友之家、同心小學、同心互惠商店、工友圖書室、打工青年演出隊、新工人藝術團、打工博物館、新工人戲劇小組、新工人劇團、新工人詩篇、新工人劇場、富士康

Facts:
- 30 years of reform and opening up
- There were only a little over 1,000 local residents
- But migrant workers numbered in the tens of thousands
- He left the poor farmland at 15
- Nearly 40 years of reform and opening up

## Reader opinion: More than 30 years after Farewell My Concubine, it is booming again in Taiwan—why can Peking opera films still strike a nerve with Taiwanese audiences?

- Published: 2026-07-26T06:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150401
- anchor: #n1692300
- Companies mentioned: 中央電影公司、Netflix、friDay、CATCHPLAY、國光劇團、軍中劇團、復興劇校、坎城金棕櫚、金馬獎、PTT、Instagram、小紅書、TikTok、Reels

Facts:
- 從1993年坎城金棕櫚到2024年Netflix華語榜冠軍
- Released in Taiwan by 中央電影公司 in 1993
- Box-office revenue topped 100 million Taiwan dollars at the time
- Taiwan’s Netflix chart of popular Chinese-language classics from 2023–2025
- To keep being written about, edited, cried over and used as a case study at academic conferences in Taiwan in 2026
- 觀眾年齡層20–29佔四成以上

## Reader opinion: The AI deepfake era—Taiwan’s democracy urgently needs a trustworthy “public evidence chain”

- Published: 2026-07-26T06:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150896
- anchor: #n1692299
- Companies mentioned: 美國聯邦通訊委員會、哈佛甘迺迪學院Ash Center、GitHub、C2PA、路透社、Canon、Starling Lab、歐盟、中選會、食藥署、中聯油脂、司法院、法務部

Facts:
- The campaign organizer was fined US$6 million
- The telecommunications providers involved separately settled for US$1 million
- The system answered about 8,600 questions in 17 days
- Received more than 150,000 votes
- 歐盟《人工智慧法》第50條的透明義務將於2026年8月2日起適用

## Opinion: Nothing poses a greater threat to public safety—fraudsters who swindle people out of billions are brazen enough to issue death threats to the media

- Published: 2026-07-26T06:28:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151535
- anchor: #n1692301
- Companies mentioned: 聖石金業

Facts:
- Criminal proceeds totaling as much as 百億元

## Reader's letter: Back 李洋's sports association reforms—don't wait for the next Olympics

- Published: 2026-07-26T06:25:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150988
- anchor: #n1692302
- Companies mentioned: 李洋、王齊麟、周天成、莊智淵、林昀儒、林郁婷、謝典霖、羽協、棒協、林華韋、林宗成、辜仲諒、亞洲棒球總會、亞棒總、亞洲職棒大聯盟、運動部、中職、美職、日職、韓職

Facts:
- Tracing 三億元 in budget funds scattered across major associations and not properly spent

## Opinion: Why is Grab acquiring foodpanda? The Fair Trade Commission must not overlook 四 key issues in its review

- Published: 2026-07-26T06:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150921
- anchor: #n1692303
- Companies mentioned: Grab、foodpanda、Delivery Hero

## Nuclear weapons research resources turned into tools in power struggles: excerpt from Taiwan's Nuclear Bomb (3)

- Published: 2026-07-26T06:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150601
- anchor: #n1692304
- Companies mentioned: 台灣大學、史丹佛大學、美國國防工業、中國時報、中科院、原能會、台電公司、中信集團、開發工銀、開發金控、中信銀行、中信金控、時報出版

Facts:
- 民國七十二年（一九八三）八月二日

## Carcinogenic oil sparks public outrage! 200,000 in white flood Ketagalan Boulevard for the “725 Anti-Toxic Oil” protest; striking crowd scenes revealed

- Published: 2026-07-26T01:14:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151684
- anchor: #n1692305
- Companies mentioned: 中聯油脂

Facts:
- The number of participants has topped 200,000

## 2026 cash handouts are coming! Payments start tomorrow: residents in 2 eligible areas will receive 3,600 yuan each; schedule, locations and extra payments by city and county across Taiwan

- Published: 2026-07-26T01:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11144636
- anchor: #n1692306
- Companies mentioned: 雲林縣林內鄉、花蓮縣瑞穗鄉、新竹縣橫山鄉、新竹縣關西鎮、宜蘭縣頭城鎮、苗栗縣西湖鄉、苗栗縣三灣鄉、花蓮縣光復鄉、花蓮縣萬榮鄉、花蓮縣鳳林鎮、花蓮縣秀林鄉、台東縣東河鄉、澎湖縣西嶼鄉

Facts:
- March 31
- April 30
- July 27
- August 9
- Aug. 10
- Sept. 9
- September 14
- December 31
- 5,000 yuan
- An extra 2,000 yuan
- 10,000 yuan

## Trump TACO? Orders a “pause in attacks on Iran”! Oil prices plunge as tech stocks catch their breath?

- Published: 2026-07-26T13:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545914
- Article page: https://ainews.idaeo.ai/a/3555974-en.html
- anchor: #n1692331

U.S. President Donald Trump's temporary suspension of attacks on Iran eased tensions in the Middle East and sent oil prices sharply lower. This created room for a temporary recovery in technology stocks. The decline in geopolitical risks affected the market.

## South Korea ties into the U.S. AI supply chain! Samsung, SK海力士 and 輝達, 博通 and others sign a $950 billion chip deal

- Published: 2026-07-26T12:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545782
- anchor: #n1692187
- Companies mentioned: 三星電子、SK海力士、輝達、博通、SKグループ、Naver、OpenAI、Anthropic

三星電子 and SK海力士 signed semiconductor supply contracts worth $950 billion with U.S. companies. Strengthening supplies of AI HBM is deepening strategic cooperation between the United States and South Korea. This could give South Korea an opportunity to play a central role in the global AI supply chain.

## Tariff battle: an early win! Taiwan's machinery and machine tools face lower rates than Japan and South Korea; hand tools and plumbing hardware outperform China and Vietnam

- Published: 2026-07-26T11:17:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545887
- anchor: #n1692188

The United States imposed tariffs under Section 301 of its trade law, but Taiwan received a preferential rate of 10%, giving it an advantage over Japan, South Korea, China and Vietnam. This will enhance the export competitiveness of machinery, machine tools and hand tools.

## Red Sea crisis hits household budgets hard! CPC absorbs NT$15.7 billion to stabilize prices; gasoline and diesel each rise by NT$0.7 and NT$0.5

- Published: 2026-07-26T11:15:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545882
- anchor: #n1692189

The widening conflict in the Middle East has deepened the Red Sea crisis and driven up international oil prices. Taiwan's CPC, with government support, made small increases to gasoline and diesel prices but absorbed more than 15.7 billion yen to protect people's livelihoods.

## AI stocks aren't just semiconductor giants! Japanese toilet, MSG and fiberglass companies benefit from diversification, with shares surging as much as 78%

- Published: 2026-07-26T11:00:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6543319
- anchor: #n1692190
- Companies mentioned: TOTO、日東紡、味之素

TOTO, 日東紡 and 味之素 are contributing to AI demand through materials and components used in semiconductor manufacturing, and their share prices have risen by as much as 78%. AI-related demand is spreading to non-IT companies as well.

## AI需求夯 繼電器廠松川AI DC類產品營收大增8成 占比提高至17%

- Published: 2026-07-26T10:31:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545756
- anchor: #n1692191
- Companies mentioned: 緯創 (3231-TW)、光宝 (2301-TW)、台達電 (2308-TW)

Growing AI demand has boosted sales of Matsukawa Precision's relay products for AI data centers by 80%, bringing them to 17% of the company's sales mix. The company is accelerating production expansion in Mexico and Vietnam.

## 輝達 RTX Spark AI PC makes waves before launch, boosting the PC industry's second-half peak season

- Published: 2026-07-26T10:29:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545502
- anchor: #n1692192
- Companies mentioned: 華碩、宏碁、輝達

The RTX Spark edge AI device, jointly developed by Micro-Star International and 輝達, sold out before its release, driving optimism for the PC industry's second half. Expanding demand for AI PCs is behind the trend.

## 台股拉回緯創獨扛 6檔含緯ETF近一周含息報酬衝破4%

- Published: 2026-07-26T10:13:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545458
- anchor: #n1692193
- Companies mentioned: 緯創、國泰、凱基、富邦、元大、大華、復華、統一

台股24日拉回修正，唯緯創與反向ETF守穩，外資連續買超使其股價連五日收紅，帶動多檔含緯創的ETF報酬突破4%。此反映市場對AI基本面穩健標的的偏好。

## A power revolution in data centers! Major players back capacity expansions that double output, while BBU drives a trillion-yuan HVDC opportunity!

- Published: 2026-07-26T10:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545207
- anchor: #n1692194
- Companies mentioned: Panasonic、AES-KY、順達

As demand for AI computing power surges, the power architecture of data centers is changing, with BBUs drawing attention as core components. Panasonic is planning a major production increase, creating growth opportunities for Taiwan-Japan supply chains.

## Is a Trump TACO moment approaching? Consulting firm forecasts a potential decision-making shift as early as “today”

- Published: 2026-07-26T09:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545817
- anchor: #n1692195
- Companies mentioned: Signum、Reuters

Signum, a geopolitical consulting firm, released the “TACO Index,” which points to the possibility of a shift in President Trump's Iran policy. It analyzed that July 26, when market stress reached a certain level, was the date with the highest likelihood of a policy reversal.

## Will Trump run for U.S. president again? He dons a red “Trump 2028” hat and announces “exclusive news”

- Published: 2026-07-26T08:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545751
- anchor: #n1692196
- Companies mentioned: France 24、Washington Post、CNN、New York Times、Fox News、Ipsos

Former President Trump joked at the White House Correspondents' Dinner that he would “run again in 2028” and wore a red hat. However, his approval ratings are falling amid distrust over his Iran policy and the economy, raising political risks.

## Houthi missiles strike Saudi Arabia! U.S. pauses airstrikes on Iran for the first time; Trump says it is not yet time for a deal

- Published: 2026-07-25T23:11:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545765
- anchor: #n1692197
- Companies mentioned: アラムコ

Yemen's Houthi forces launched a missile attack on Saudi Arabia as U.S. airstrikes on Iran were temporarily halted. Escalating tensions in the Middle East sent oil prices soaring and threatened international security.

## From GB300 to VR200: liquid cooling becomes standard across AI servers; a full look at upgraded thermal management specifications

- Published: 2026-07-25T22:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545208
- anchor: #n1692198
- Companies mentioned: 奇鋐 (3017-TW)、双鴻 (3324-TW)、川湖 (2059-TW)、富世達 (6805-TW)、健策 (3653-TW)、Nvidia、AMD、Meta、AWS

As the industry shifts from Nvidia GB300 to VR200, liquid cooling is becoming standard equipment in AI servers, driving structural growth in Taiwan's thermal-management supply chain. 奇鋐 and 双鴻 are among the main beneficiaries.

## Are Bitcoin and banking encryption systems facing a quantum threat? Moody's warns of potential losses of $3 trillion

- Published: 2026-07-25T22:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545675
- anchor: #n1692199
- Companies mentioned: ベライド、ARK Invest、フェデラル、コインベース、マイクロストラテジー、ギャラクシー・デジタル、IBM、ムーディーズ

Advances in quantum computing could threaten the cryptographic systems used by Bitcoin and banks, and ムーディーズ warned of potential losses of up to $3 trillion. Financial institutions have begun joint countermeasures.

## Who will prevail as CPUs return to the AI battle? Intel, AMD and Nvidia vie for dominance among 三 rivals

- Published: 2026-07-25T21:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545746
- anchor: #n1692200
- Companies mentioned: インテル、AMD、NVIDIA、Wedbush、ジョージア工科大学、TrendForce、中信証券

AIエージェントの普及により、CPUの需要が急増。インテル、AMD、NVIDIAが三者による覇権争いを展開しており、市場構造が大きく変わる可能性がある。

## The more GPUs, the busier the CPUs! Intel's Q2 data center AI revenue surges 59%; 陳立武 says demand will remain strong through 2028

- Published: 2026-07-25T20:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545732
- anchor: #n1692201
- Companies mentioned: NVIDIA、AMD、SambaNova、Arm

Intel posted revenue of $16.128 billion in the second quarter of 2026, with its data center business growing 59% year over year on AI demand. The importance of CPUs is being reassessed, and demand is expected to grow through 2028.

## Musk predicts AI will surpass humans in 五 years! Opposes blanket regulation, proposes “peer review” instead of government oversight, and discusses OpenAI feud

- Published: 2026-07-25T19:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545674
- anchor: #n1692202
- Companies mentioned: Tesla、SpaceX、OpenAI、Google DeepMind、Anthropic、xAI

Elon Musk predicted that AI would surpass humanity within 5 years and advocated self-regulation through “peer audits.” He also referred to his feud with OpenAI while emphasizing both risks and opportunities.

## Why does 輝達 CEO Jensen Huang back open-source AI? 25 tech giants sign an open letter; the business strategy behind it explained

- Published: 2026-07-25T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545687
- anchor: #n1692203
- Companies mentioned: 輝達、微軟、Meta、IBM、戴爾科技、Palantir、ServiceNow、Hugging Face、Mistral、Y Combinator、a16z、Linux基金會、OpenAI、Anthropic、月之暗面

25 U.S. tech companies have issued an open letter opposing restrictions on open-source AI. NVIDIA CEO Jensen Huang voiced his support in his first tweet, highlighting divisions over the industry's direction.

## Is AI investment draining free cash flow? Moody's warns tech giants are entering an “asset-heavy era,” putting credit quality under pressure

- Published: 2026-07-25T17:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545673
- anchor: #n1692204
- Companies mentioned: マイクロソフト、アマゾン、Alphabet、Meta、オラクル、CoreWeave、OpenAI、Anthropic

Moody's warned that expanding AI investment is making major tech companies more asset-heavy and squeezing free cash flow. Massive capital spending and off-balance-sheet lease liabilities are raising credit risks.

## Buying the dip while the market dumps Tesla: Ark's Cathie Wood snaps up 160,000 shares

- Published: 2026-07-25T17:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545572
- anchor: #n1692205
- Companies mentioned: Tesla、SpaceX、Tempus AI

Cathie Wood of ARK Investers made a contrarian purchase of about 160,000 shares after Tesla's stock plunged following its earnings announcement. The move signals strong faith in long-term growth and has drawn considerable market attention.

## The biggest oil supply shock in history is looming. Why have oil prices stayed in check?

- Published: 2026-07-25T16:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545579
- anchor: #n1692206
- Companies mentioned: 摩根大通、高盛、Merritt Point Partners、Raymond James

Oil prices have recovered to above $100, but gains have been limited despite geopolitical risks and tight supply. Experts warn of the largest supply shortfall in history in 2026.

## AI spending is spilling into bond markets! Tech giants pour money into capital expenditures as bond investors grow concerned

- Published: 2026-07-25T16:10:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545672
- anchor: #n1692207
- Companies mentioned: Alphabet、Amazon、Meta、Microsoft、Oracle、GE Vernova、NVIDIA、S&P Global、Mizuho Securities、Barclays

As tech giants such as Alphabet and Meta continue to pour huge sums into AI data center construction, bond markets are beginning to reassess credit risks. Rising capital expenditures are increasing financial burdens and heightening investor concern.

## Pressure mounts on TSMC and Micron! South Korea-U.S. chip alliance steps up cooperation; Samsung and SK海力士 land a $950 billion windfall

- Published: 2026-07-25T16:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545720
- anchor: #n1692208
- Companies mentioned: 三星電子、SK海力士、NVIDIA、博通、SKグループ、SK電訊

三星電子 and SK海力士 have announced AI semiconductor partnerships totaling about $950 billion with U.S. companies. The strategic alliance spans HBM supply, advanced manufacturing and AI data centers, marking an opportunity for South Korea to become deeply involved in the core AI supply chain.

## Are Iran's missiles becoming more accurate? Experts point to Chinese satellite imagery and Russian tactics as key factors

- Published: 2026-07-25T15:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545695
- anchor: #n1692209
- Companies mentioned: Mizar Vision

Iran's ballistic missile strikes are becoming more accurate, with growing speculation that Chinese satellite imagery and Russian tactical support are behind the improvement. This poses a serious threat to U.S. air defense systems.

## 完整獎號一次看！5、6月統一發票開獎千萬特別獎「38548029」

- Published: 2026-07-25T14:46:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545713
- anchor: #n1692210

台湾の5-6月統一発票の当選番号が25日に発表され、1000万円の特別賞は「38548029」。当選者は8月6日から11月5日までに換金可能で、コンビニや銀行で受け取れる。

## Is the U.S. IPO boom repeating the dot-com bubble? Goldman Sachs says warning signs of a bubble have yet to emerge

- Published: 2026-07-25T14:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545671
- anchor: #n1692211
- Companies mentioned: 高盛證券、輝達 (NVDA-US)、微軟 (MSFT-US)、Alphabet (GOOGL-US)、亞馬遜 (AMZN-US)、Meta (META-US)、甲骨文 (ORCL-US)

Goldman Sachs forecasts U.S. IPO fundraising will hit a record $225 billion in 2026, but trading volume and company quality have not yet reached bubble levels. The drivers are AI, private equity exits and an improving macroeconomic environment.

## “Blue-collar” semiconductor stocks plunge 21% from their June peak, raising warning signs for industrial activity

- Published: 2026-07-25T14:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545629
- anchor: #n1692212
- Companies mentioned: Texas Instruments、Analog Devices、NXP Semiconductors、Microchip Technology、ON Semiconductor、STMicroelectronics、Infineon、Monolithic Power Systems

“Blue-collar” semiconductor stocks have fallen 21% from their June peak, reflecting weakening industrial demand and signaling a potential economic warning. These companies broadly supply the automotive and factory equipment sectors, making their performance a leading industry indicator.

## Tariffs become a permanent U.S. policy tool! Trump's next move could target excess capacity; EU tech fines may also become grounds for imposing tariffs

- Published: 2026-07-25T14:07:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545580
- anchor: #n1692213
- Companies mentioned: Apple、Alphabet、Google

The Trump administration has imposed new tariffs, citing forced labor and excess production capacity. It is also considering retaliatory measures against the EU, signaling that the trade war could drag on.

## Trump: U.S. forces are “ready to go” and can strike Iran at any moment! Hormuz crisis escalates as global oil prices risk another surge

- Published: 2026-07-25T13:38:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545676
- anchor: #n1692214

U.S. President Donald Trump said preparations were underway for large-scale airstrikes against Iran. Tensions in the Strait of Hormuz are rising, pushing oil prices higher. Negotiations between the U.S. and Iran are continuing, but the possibility of military action has not been ruled out.

## Another price storm for video memory? 輝達 reportedly raises prices across its GPU bundles

- Published: 2026-07-25T13:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545630
- anchor: #n1692215
- Companies mentioned: AMD

輝達 has raised prices for its GPU bundles again as video memory costs continue to climb, affecting the RTX 50 series and older graphics cards. The move will hit the mid- and low-end markets and delay new product launches, underscoring continued supply-chain pressure.

## 英特爾為何豪砸逾200億美元拚AI？高盛：轉型成敗才是真考驗

- Published: 2026-07-25T13:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545647
- anchor: #n1692216
- Companies mentioned: 高盛、超微、輝達、博通

英特爾宣布將2026年資本支出提高至逾200億美元，全力投資AI與先進製程。高盛肯定短期業績改善，但對長期轉型能否成功持審慎態度。

## AI giants' earnings preview at a glance! 微軟, Meta and Apple report next week, with capital spending in focus

- Published: 2026-07-25T13:08:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545473
- anchor: #n1692217
- Companies mentioned: Tesla、Alphabet、Microsoft、Meta、Apple、Amazon、NVIDIA、SK Hynix、Broadcom、Micron、OpenAI、Anthropic、SpaceX、Google

Major AI-related companies, including Microsoft, Meta and Apple, will report earnings next week. Capital spending and revenue growth will be key to determining market confidence in AI investment.

## A buying opportunity after SpaceX's plunge? Tesla bull says the market has barely priced in AI's value

- Published: 2026-07-25T13:05:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545582
- anchor: #n1692218
- Companies mentioned: Morgan Stanley、Goldman Sachs、Bank of America、Citigroup、JPMorgan Chase、Bloomberg、Renaissance Macro

SpaceX shares have fallen since its IPO, and Morgan Stanley analysts say the market is undervaluing its AI business. They say an investment opportunity has now emerged.

## Hot stock: JPC is cautiously optimistic about sales growth this year; shares hit the limit-up for 2 straight sessions, reaching a nearly 20-month high

- Published: 2026-07-25T13:01:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545660
- anchor: #n1692219

Industrial computer maker JPC is cautiously optimistic about sales growth this year. Its shares hit the limit-up for 兩 consecutive days, reaching a 20-month high, as the market responded positively to its niche-market strategy and AI demand.

## Hot stock: Arizon-KY benefits from rising demand and new capacity, with weekly revenue-driving gains of 18.5%

- Published: 2026-07-25T13:00:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545653
- anchor: #n1692220
- Companies mentioned: 永豐餘集團、韋僑 (6417-TW)

RFID electronic tag maker Yongdao-KY saw sales expand as its new Vietnam plant came online and demand grew, sending its shares up 18.57% for the week. Net buying by foreign investors also helped the stock reach a 3-month high.

## List of 2,231 exemptions from Section 301 tariffs revealed! 118 “Taiwan-only” items, including moth orchids and pineapple cakes, are spared

- Published: 2026-07-25T12:57:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545638
- anchor: #n1692221

The Office of the U.S. Trade Representative (USTR) announced final measures in its Section 301 forced-labor investigation, applying a preferential tariff rate of 10% to Taiwan, matching the EU. Tariffs were waived on 2231 items, including 118 items unique to Taiwan that were specifically protected. The move will help strengthen Taiwan's trade competitiveness.

## AI capital spending shows no sign of stopping! Analysts say 輝達's growth is priced in, but “this stock” still has room to grow

- Published: 2026-07-25T12:52:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545670
- anchor: #n1692222
- Companies mentioned: Nvidia、Microsoft、Apple、Alphabet、Amazon、Meta、Tesla、AMD

Because the AI market has a “winner-takes-all” structure, major tech companies have little choice but to continue massive capital spending. Analysts say Nabid's growth is already reflected in its share price, while AMD still has room to rise.

## Sight may be restored! Major brain-computer interface breakthrough as retinal implant approved for sale in the EU

- Published: 2026-07-25T12:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545643
- anchor: #n1692223
- Companies mentioned: Neuralink

U.S. company Science Corp. has received European sales approval for PRIMA, a brain-computer interface that can restore vision in patients with age-related macular degeneration. As the world's first CE-certified medical BCI device, it marks a major step toward commercializing BCIs for medical use.

## 〈熱門股〉海運具多重支撐力 萬海周漲近1成創近5個月新高

- Published: 2026-07-25T12:31:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545483
- anchor: #n1692224

Wan Hai shares surged nearly 10% this week to a 5-month high, buoyed by elevated freight rates and new ship deliveries, signaling strong peak-season momentum for the shipping industry.

## Intel's 14A process makes a comeback! Countdown begins to mass production in 2028

- Published: 2026-07-25T12:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545628
- anchor: #n1692225

Intel has formally decided to begin mass production using its 14A process in 2028, driven by technological progress and growing customer engagement. It marks an important step as competition in the semiconductor industry intensifies.

## More than phone chips! Wall Street may be underestimating Qualcomm's AI potential; research firm sees a breakout in 2029

- Published: 2026-07-25T12:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545639
- anchor: #n1692226
- Companies mentioned: Citrini Research、NVIDIA、Micron、Broadcom、Microsoft、Alphawave、Modular

Qualcomm is accelerating its move into the AI data center market, taking on the “memory wall” challenge with its HBC architecture and strategic M&A. Research institutes forecast explosive growth through 2029.

## Export orders hit a record $95.2 billion, 緯創 opens new Texas plant, 00891 rebalances: this week's major developments

- Published: 2026-07-25T11:35:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545491
- anchor: #n1692227
- Companies mentioned: 緯創、NVIDIA、中信關鍵半導體、穩懋、中美晶、聯合再生、泰山、福壽、福懋油

Taiwan's June export orders hit a record $95.26 billion. 緯創 opened an AI factory in Texas and began producing NVIDIA GB300 boards. Semiconductor ETF “00891” revamped its constituent stocks to strengthen its AI supply chain.

## Huang meets SK chairman ahead of AI summit, focusing on next-generation memory and AI factory cooperation

- Published: 2026-07-25T11:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545624
- anchor: #n1692228
- Companies mentioned: 輝達、SK海力士、SK電信、三星電子、現代汽車集團、Naver、KAIST、OpenAI、Anthropic、博通

SK Group Chairman 崔泰源 and 輝達 CEO Jensen Huang met ahead of the AI summit to deepen cooperation on next-generation memory and AI factories, strengthening their strategic ties in the AI supply chain.

## More good news after the AI conference! Wall Street says buy AMD, with a top target of $800 and 48% upside

- Published: 2026-07-25T11:10:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545634
- anchor: #n1692229
- Companies mentioned: AMD、Anthropic、NVIDIA、Microsoft、Futurum Equities、Moor Insights & Strategy、Benchmark

AMD announced numerous partnerships at its “Advancing AI 2026” event, and analysts raised their price targets to as high as $800. Growth in the AI chip market is gathering momentum.

## Hot stock: AI servers push ASUS monthly revenue above NT$100 billion; foreign investors buy for 17 straight sessions after ex-dividend

- Published: 2026-07-25T10:44:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545501
- anchor: #n1692230

Strong demand for AI servers and AI PCs helped ASUS post record June revenue above NT$千億, and it joined the Vera Rubin supply chain. Foreign investors were net buyers for 17 straight days, reflecting market optimism about its AI transformation.

## 輝達 and SK Group announce a $500 billion AI plan, deepening cooperation on memory and data centers

- Published: 2026-07-25T10:27:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545621
- anchor: #n1692231
- Companies mentioned: SK海力士、SK電信、Naver、Brookfield

Nvidia and SK Group announced an AI partnership plan worth more than $500 billion, covering AI data centers and next-generation memory development. The move strengthens global AI infrastructure competitiveness and is of major significance to the semiconductor and technology industries.

## 〈Hot Stocks〉Jensen Huang and Simon Lin both tout AI demand; Wistron shares rise every day this week as foreign investors buy every day

- Published: 2026-07-25T10:22:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545459
- anchor: #n1692232
- Companies mentioned: NVIDIA

緯創 opened a new factory in Texas, and NVIDIA CEO Jensen Huang emphasized that AI demand would continue to grow. Its shares rose 28.78% for the week, while foreign investors were net buyers of more than 150,000 lots.

## Key U.S. Stock Market News Summary, July 25, 2026

- Published: 2026-07-25T10:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545272
- anchor: #n1692233
- Companies mentioned: Tesla、SpaceX、Qualcomm、NVIDIA、Microsoft、Meta Platforms、IBM、Google

Tesla and SpaceX shares plunged, cutting Musk's wealth by $130 billion. Qualcomm raised prices, citing supply shortages caused by AI demand. CEO Jensen Huang and others called for protections for open-source AI, while Trump signaled tougher tariffs on the EU. Market anxiety is spreading.

## Autonomous driving partnership may be in flux; Waymo reportedly to end partnership with Uber after 2028; Uber falls more than 4%

- Published: 2026-07-25T10:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545597
- anchor: #n1692234
- Companies mentioned: Alphabet、Waymo、Uber

Waymo may end its partnership with Uber on self-driving taxi services in 2028, reports said, sending Uber shares lower.

## Qualcomm chips to rise in price starting in September as AI supply shortages continue to worsen

- Published: 2026-07-25T09:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545583
- anchor: #n1692235
- Companies mentioned: Qualcomm、TSMC、Samsung Electronics、Xiaomi、Meta Platforms、Apple、NVIDIA、Intel

Qualcomm announced double-digit chip price increases starting in September, citing rising supplier costs and semiconductor shortages driven by AI demand, which are affecting global technology supply chains.

## Trump blasts EU for “plundering” U.S. tech giants and threatens steep tariffs

- Published: 2026-07-25T08:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545570
- anchor: #n1692236
- Companies mentioned: Google、Apple、Meta、Amazon

Former U.S. President Trump hit back at the EU over its massive fines against U.S. tech companies, announcing trade investigations and the introduction of high tariffs. Trade tensions between the U.S. and Europe could flare up again.

## Hormuz crisis unresolved; Barclays raises oil price risk assessment, estimates spot Brent crude could surge to $150

- Published: 2026-07-25T08:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545589
- anchor: #n1692237
- Companies mentioned: Barclays

バローズ銀行は、ホルムズ海峡の航行危機が長期化すれば、2026年のブレント原油価格が1バレル150ドルに達する可能性があると警告している。このリスクは地政学的緊張の高まりに起因し、市場に大きな影響を与える。

## 〈Precious Metals Close〉Bargain buying props up gold as weekly prices rebound; Fed meeting set for next week

- Published: 2026-07-25T07:51:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545578
- anchor: #n1692238

Gold prices rebounded, rising 0.9% for the week. Hopes for renewed U.S.-Iran peace talks pushed oil prices lower, easing concerns about inflation and interest rate hikes and reviving demand for gold.

## Tesla falls 18% for the week, SpaceX continues to slide; Musk loses $100 billion and calls himself a “former trillionaire”

- Published: 2026-07-25T07:30:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545571
- anchor: #n1692239
- Companies mentioned: CNBC、Argus Research

Tesla and SpaceX shares plunged, reducing Musk's fortune by about $130 billion. Excessive investment in future technologies is seen as the cause, and short-term profit growth is considered difficult.

## 〈New York Forex〉Dollar posts biggest weekly gain in a month, supported by Middle East tensions and tariffs

- Published: 2026-07-25T07:13:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6545271
- anchor: #n1692240

The U.S. dollar posted its biggest weekly gain in 1 month, driven by geopolitical tensions in the Middle East, inflation concerns stemming from higher oil prices and expectations of a Federal Reserve rate hike. Market risk aversion is intensifying.