# AI News 180m Report｜2026-07-27 15:00–18:00 JST｜Page 5 of 5

One place for news and notices from 2 countries/regions: Japan, 297 items from 2 sources; Taiwan, 134 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Admits the KMT could lose “these 2 counties and cities”! Cheng Li-wun discusses the 2026 election with party elders: He in particular needs to work harder

- Published: 2026-07-27T14:37:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151909
- anchor: #n1706192
- Companies mentioned: 民眾黨、民進黨

KMT Chair Cheng Li-wun analyzed the 2026 election at the party’s Central Advisory Committee meeting, admitting that the party could lose power in Chiayi City and Changhua County, with the latter needing particular effort, while expressing cautious optimism about Hsinchu County and Yilan County. Her remarks reflect the KMT’s electoral pressure and strategic positioning.

## Is the gap between the blue and green camps narrowing in the Kaohsiung mayoral poll? Shen Cheng-nan points to a “Ko up, Lai down” trend: The DPP should be worried

- Published: 2026-07-27T14:35:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151905
- anchor: #n1706193
- Companies mentioned: 震傳媒、山水民調、上報、風傳媒

A Kaohsiung mayoral poll shows the gap between the blue and green camps narrowing, with Ko Chih-en’s support rising and Lai Jui-lung’s falling. Experts say the actual gap may be less than 8 percentage points, signaling a shift in the race.

## Not just “Frieren: Beyond Journey’s End 3” and “Delicious in Dungeon 2”! A look at 7 top anime sequels premiering in 2027; 1 masterpiece returns after 3 years, and fans are thrilled it’s finally back

- Published: 2026-07-27T14:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151873
- anchor: #n1706194

Sequels to 7 anime series, including Frieren: Beyond Journey’s End Season 3 and Delicious in Dungeon Season 2, will air or be released in 2027. As anticipation builds among fans, the Haikyu!! film series is set to return after 3 years.

## Left-wing Pride parade attacked by terrorists brought in by the left: The political absurdity behind the Berlin attack

- Published: 2026-07-27T14:18:34+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151908
- anchor: #n1706195

A car-ramming attack took place during a Pride parade for gay people in Berlin, Germany, killing 1 person and injuring 29. The suspect, a 21-year-old German-born man influenced by ISIS, was shot dead. The attack has prompted criticism of immigration policy and Islamic extremism.

## “Liang Wen-chieh is my friend”! Former DPP “Lai faction” political appointee reportedly went to mainland China for business talks and says he has connections at the top; Liang Wen-chieh says the two have “this kind of relationship”

- Published: 2026-07-27T14:08:59+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151907
- anchor: #n1706196

Lee Tui-chih, a former government official affiliated with the Democratic Progressive Party, visited China multiple times and met with Taiwan Affairs Office staff. He says he was friends with Mainland Affairs Council Deputy Minister Liang Wen-chieh in college, but Liang denied any involvement. National security concerns are mounting.

## Berlin Pride attack leaves 1 dead and 29 injured; 21-year-old suspect shot dead by police! European leaders strongly condemn the attack, while the suspect’s father says, “My son was brainwashed”

- Published: 2026-07-27T14:06:15+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11151906
- anchor: #n1706197

A terrorist attack took place during a Pride parade in Berlin, Germany, killing 1 person and injuring 29. A 21-year-old suspect was arrested, and the interior minister described the incident as an act of terrorism driven by Islamic extremism.

## Investment Radar: Why are South Korean stocks plunging? Can investors still hold tech stocks?

- Published: 2026-07-27T17:02:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546775
- anchor: #n1708773
- Companies mentioned: 三星電子、SK海力士、台積電、Google、長鑫存儲、月之暗面

South Korean tech stocks have plunged amid an exodus of leveraged funds and uncertainty over memory demand, prompting the market to reassess valuations. The correction reflects short-term funding volatility, but the long-term AI investment thesis remains unchanged.

## 巧新 to cut capital by 25% in cash; new shares to be listed and issued on 9/7

- Published: 2026-07-27T16:57:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546741
- anchor: #n1708774
- Companies mentioned: 巧新

巧新 announced a 25% cash capital reduction, expected to return 2.5 yuan in cash per share to shareholders, with the new shares set to be listed on September 7. The move aims to optimize the capital structure and boost return on equity, reflecting the company’s ample operating funds and stable cash flow.

## AI windfall reshuffles workplace rankings! SK hynix ranks as South Korean college students’ top employer for the second year in a row; 29 earnings report expected to set a record

- Published: 2026-07-27T16:50:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546735
- anchor: #n1708775
- Companies mentioned: サムスン電子、CJlive、Olive Young、Naver、サムスンバイオロジクス、Kakao

SK hynix has been the most sought-after employer among South Korean college students for 2 consecutive years, driven by AI memory demand boosting earnings and salaries. The trend reflects intensifying competition for talent in the semiconductor industry and a reshaping of career values.

## Trip.com hit with a whopping 5.179 billion yuan fine, yet its Hong Kong-listed shares rise more than 7% as investors bet the “bad news is out”

- Published: 2026-07-27T16:50:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546627
- anchor: #n1708776

Chinese authorities imposed an antitrust fine of 5.179 billion yuan on online travel agency giant 携程, but its share price rose more than 7%. The market views the negative news as having been fully priced in.

## Portwell and 統一資訊 team up to bring WMS smart warehousing solution to market

- Published: 2026-07-27T16:31:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546708
- anchor: #n1708777
- Companies mentioned: 統一資訊

Portwell and 統一資訊 have teamed up to launch a WMS smart warehousing solution, which has already been deployed and proven at Portwell’s own factory. Combining the two companies’ hardware and software technologies, the solution boosts digital management efficiency in manufacturing and serves as an industry model.

## PCB maker Eson completes private placement and convertible bond issue, raising the full 306 million

- Published: 2026-07-27T16:29:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546709
- anchor: #n1708778
- Companies mentioned: 華通、博智

The summary of this item is not shown

## US and Iran suspend military operations, sending international oil prices plunging more than 5%

- Published: 2026-07-27T16:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546636
- anchor: #n1708779
- Companies mentioned: IG、澳盛銀行 (ANZ)

International crude oil prices plunged more than 5% after the United States and Iran temporarily halted military action. Easing geopolitical tensions reduced investors’ aversion to risk. The move has important implications for energy markets and assessments of geopolitical risk.

## Who is backing China’s memory chip industry? The capital behind CXMT and YMTC revealed

- Published: 2026-07-27T16:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546642
- anchor: #n1708780
- Companies mentioned: 三星、SK 海力士、美光、京東方、鎧俠、紫光

ChangXin Memory Technologies and Yangtze Memory Technologies, which are driving China’s memory semiconductor sector, have grown with support from local governments and state capital. Technological self-reliance and the formation of industrial clusters are advancing.

## Bloomberg: US asks Mexico to impose Section 232 tariffs to jointly contain China’s steel and aluminum industries

- Published: 2026-07-27T16:03:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546133
- anchor: #n1706375

The United States has urged Mexico to introduce Section 232 tariffs to prevent an influx of Chinese-made steel and aluminum. The move aims to protect trade benefits under the USMCA, with an agreement targeted by the end of the year.

## Fund unboxing: Stop worrying about whether to choose Taiwan or US stocks; the “first-team major league” lets you have both!

- Published: 2026-07-27T15:46:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546674
- anchor: #n1706376
- Companies mentioned: 鉅亨買基金

鉅亨買基金 has launched the “First-Team Major League” portfolio, combining Taiwan and US markets with technology-sector and cross-regional allocations to offer investors an asset allocation strategy that balances growth and resilience.

## Tech giants join forces in a rare move: 輝達, 微軟, Meta, Google and OpenAI unite to defend open-weight AI models

- Published: 2026-07-27T15:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546617
- anchor: #n1706378
- Companies mentioned: 輝達、微軟、Meta、Google、OpenAI、Cisco、IBM、GitHub、Linux 基金会、Anthropic、月之暗面

32 tech companies, including 輝達, 微軟, Meta, Google and OpenAI, signed an open letter calling for the protection of open AI models. The effort aims to promote technological sovereignty and innovation in AI, sending a strong message to U.S. policymakers.

## CXMT, valued at 3.65 trillion, surges more than 500% on its first day of trading. How many records did it break?

- Published: 2026-07-27T15:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546649
- anchor: #n1706377
- Companies mentioned: 工商銀行、寧德時代、貴州茅台、建設銀行、騰訊、三星電子、美光、SK海力士、中芯國際、農業銀行、中國石油、瀾起、中微、拓荊

The summary of this item is not shown

## 〈台股盤後〉台積電穩盤 回測4萬3止穩 量縮小跌20點仍未收復季線

- Published: 2026-07-27T15:21:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546643
- anchor: #n1706379
- Companies mentioned: 台積電、鴻海、聯發科、台達電、廣達、聯電、日月光、國泰金、富邦金、新產、永豐金、元大金、台新新光金、群益證、台塑化、台化、台塑、南亞、ABC-KY、藥華藥、康霈、台康生技、望隼、羅麗芬、泰福、台新藥、晶碩、生達、全福生技、保瑞、漢康

Facts:
- Down 20.65 points, or 0.05%
- Closed at 43634.19 points
- 成交量縮至 7176.87 億元
- 台積電 (2330-TW) opened lower at 2330 yuan
- Rose as high as 2365 yuan
- Closed unchanged at 2350 yuan

## CXMT shares surge 530% in half a day of trading, giving it a market value above 英特爾 and more than twice Moutai’s

- Published: 2026-07-27T15:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546620
- anchor: #n1706380
- Companies mentioned: 貴州茅台、三星電子、SK海力士、美光科技、中芯国際、南亞科技、英特爾

China’s major DRAM maker 長鑫科技 listed on the Shanghai STAR Market, with its share price surging 530% on the first day and its market capitalization topping 3.6 trillion yuan, the highest on the A-share market. Its IPO raised 66.6 billion yuan, the largest in STAR Market history.

## Tigerair Taiwan bullish on strong growth in the aviation market, posts more cabin crew openings

- Published: 2026-07-27T14:53:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546556
- anchor: #n1706109

Tigerair Taiwan announced plans to recruit 30 cabin crew members to support route expansion and the introduction of a new fleet in 2028, reflecting the aviation industry’s recovery and rising staffing needs.

## Tencent takes a more aggressive AI tack, with Yao Shunyu heading its foundation model division to seize the narrative in the “agent” era

- Published: 2026-07-27T14:30:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546612
- anchor: #n1706110
- Companies mentioned: 李未可

Tencent has consolidated its AI divisions under Yao Shunyu and launched agent products such as Miora and WorkBuddy, accelerating practical AI applications and enterprise adoption as it competes to shape the next generation of AI.

## Annual Securities Report—102nd Fiscal Year (2025/01/01–2025/12/31)

- Published: 2026-07-27T16:30:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC102%E6%9C%9F(2025%2F01%2F01%EF%BC%8D2025%2F12%2F31)-2026-07-27%2016%3A30
- anchor: #n1706569

Asahi Group Holdings, Ltd. filed its annual securities report for the 102nd fiscal year, disclosing its business performance and financial position for fiscal 2025.

## Annual Securities Report—76th Fiscal Year (2025/05/01–2026/04/30)

- Published: 2026-07-27T16:03:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC76%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2016%3A03
- anchor: #n1706505

株式会社ナ・デックス filed its annual securities report for the 76th fiscal year (2025/05/01–2026/04/30). The company operates in the industrial equipment sector.

## Annual Securities Report—12th Fiscal Year (2025/05/01–2026/04/30)

- Published: 2026-07-27T16:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC12%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2016%3A00
- anchor: #n1706374
- Companies mentioned: 株式会社ＴＯブックス

株式会社ＴＯブックス filed its annual securities report for the 12th fiscal year (2025/05/01–2026/04/30), disclosing its annual financial position.

## Annual Securities Report (Domestic Investment Securities)—41st Fiscal Period (2025/11/01–2026/04/30)

- Published: 2026-07-27T15:40:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC41%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2015%3A40
- anchor: #n1706340
- Companies mentioned: いちごオフィスリート投資法人

いちごオフィスリート投資法人 filed its annual securities report for the 41st fiscal period (2025/11/01–2026/04/30), disclosing its operational performance and financial position.

## Annual Securities Report—11th Fiscal Year (2025/05/01–2026/04/30)

- Published: 2026-07-27T15:35:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC11%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2015%3A35
- anchor: #n1706335
- Companies mentioned: 株式会社Macbee Planet

株式会社Macbee Planet filed its annual securities report for the 11th fiscal year (2025/05/01–2026/04/30), disclosing its business performance and financial position.

## Annual Securities Report—9th Fiscal Year (2025/05/01–2026/04/30)

- Published: 2026-07-27T15:30:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC9%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2015%3A30
- anchor: #n1706325

ANYCOLOR株式会社 filed its annual securities report for the 9th fiscal year. The reporting period runs from May 1, 2025, through April 30, 2026.

## Annual Securities Report—10th Fiscal Period (2025/11/01–2026/04/30)

- Published: 2026-07-27T15:30:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC10%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-27%2015%3A30
- anchor: #n1706324

株式会社タイミー filed its annual securities report for the 10th fiscal period, disclosing its business performance from November 1, 2025, through April 30, 2026.

## 【泰福-KY】Announcement by major subsidiary Tanvex BioPharma USA, Inc. of submission to the U.S. FDA of drug approval appeal materials for biosimilar TX05 (Herceptin Biosimilar)

- Published: 2026-07-25T01:00:00+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6541&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=170035&spoke_date=20260726
- anchor: #n1706603
- Companies mentioned: Tanvex BioPharma USA

泰福 subsidiary Tanvex submitted appeal materials for the TX05 biosimilar to the FDA. This is an important R&D milestone following improvements by the downstream filling and packaging plant.

## 【偉訓】Announcement by subsidiary 力韡 of the first-instance ruling in its lawsuit against Ascion in the Southern Division of the U.S. District Court for the Eastern District of Michigan, seeking to set aside an arbitration award.

- Published: 2026-07-24T01:00:00+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3032&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=205540&spoke_date=20260726
- anchor: #n1706604
- Companies mentioned: 力韡股份有限公司、ASCION, LLC dba REVERIE、偉訓科技股份有限公司

偉訓 subsidiary 力韡 received a ruling from a U.S. court in its arbitration case. The court confirmed that 偉訓 was not a party and was not bound by the arbitration award.