245 received, 245 listed, 4 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 142 items from 3 sources; Japan, 103 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Intel raised capital expenditures to $20 billion amid growing demand for AI data centers and revised its third-quarter outlook to exceed market expectations. A surge in CPU demand driven by agentic AI is fueling the growth.
Companies mentioned：Nvidia、Tesla、Apple、Amazon AWS、Alphabet、Google、TSMC、Samsung
Original两岸直航航线集中复飞台中，东方航空、长龙航空等4家大陆航司7月开通或恢复航线。陆委会副主委沈有忠表示，航线由航空公司评估申请，未来其他城市亦将审查。
Companies mentioned：中国东方航空、长龙航空、山东航空、春秋航空
The Fong Shi Foundation for Food and Nutrition Culture Education held a “5 Nutritious Meals Summer Experimental Teaching Camp” at Yongjing Elementary School in Changhua County. Through interactive lessons, it aims to build children's knowledge about food and their ability to make healthy choices, using the program as a starting point for a model campus food education initiative in Changhua.
Renowned Japanese mystery writer Keigo Higashino has died of colorectal cancer at 68. The Ministry of Health and Welfare urged the public to prioritize early colorectal cancer screening, noting that the disease often has no symptoms in its early stages and that high-risk groups should get regular checkups.
Defulan Elementary School in Taichung represented Taiwan at the 2026 IBA World Softball Baseball Championship and beat host Japan 8-1 in the final to win the title, giving Taichung its first international youth baseball championship in 30 years and showcasing the resilience of grassroots sports.
Summary not yet available
Facts
Companies mentioned：《九州縹緲錄》、《天下長安》、《人生若如初見》、《皓鑭傳》、《新白娘子傳奇》、《餘生，請多指教》、《愛的二八定律》、《歲歲青蓮》、《但願人長久》、《寧安如夢》、《延禧攻略》、湖南衛視、鄧麗君
ピクサー’s “Toy Story 5” has surpassed $1.022 billion in global box office revenue, making it the highest-grossing film of 2026. It is close to setting a new franchise record and has become a symbol of the film market’s recovery.
Companies mentioned：ピクサー
Chinese historical film “澎湖海戦” has withdrawn from release 6 days before its premiere. The decision comes amid controversy over historical assessments of Shi Lang, with the gap between the official narrative and online public opinion drawing scrutiny.
Original輝達CEO黃仁勳強調台灣對美國半導體產業的關鍵貢獻，呼籲美國勿以脅迫態度對待台灣。電子時報創辦人黃欽勇則提醒，商場上各為其主，台灣應靠實力贏得尊重。
Companies mentioned：輝達、台積電、Intel、電子時報（DIGITIMES）
The summary of this item is not shown
The Taoyuan City Government is promoting the “TAB New Taoyuan Trunk Bus,” offering Taoyuan Citizen Card holders free rides for 1 year. Passengers can also earn points by taking the trunk buses and enter a drawing to win 1 set of tickets each for Hong Kong Disneyland and Tokyo Disneyland.
Taiwan’s Food and Drug Administration cited 3 major management failures—in raw materials, manufacturing and inspection—after 中聯油脂 was found to have benz[a]pyrene levels above the limit. The government plans to prevent a recurrence by amending the Food Safety Act.
Companies mentioned：中聯油脂、財団法人食品工業発展研究所
Mainland Affairs Council Deputy Minister 沈有忠 criticized China’s escalating multidimensional pressure on Taiwan, pointing to its intent to “govern before unification” and achieve “unification without unification.” He stressed the importance of safeguarding sovereignty and democracy.
The Keelung City Government took top honors for the first time at the Ministry of Finance's public-private partnership promotion event, winning 3 awards for the Badouzi Yacht Harbor project and showcasing the city's development potential and ability to attract investment.
Companies mentioned：亞果遊艇集團
Kaohsiung City Councilor Lin Chih-hung held the third “Anti-Fraud and Health” seminar in the Wujia area, pledging to raise the senior citizen card allowance to 15,000 points per year and expand its uses to strengthen care for older residents. The move reflects an active response to a super-aged society and has won strong support from local residents.
July 27 is World Head and Neck Cancer Day. Taiwanese otolaryngologists warned that HPV-related oropharyngeal cancer is increasing regardless of smoking or drinking habits, and stressed the importance of HPV vaccination for all genders. Raising prevention awareness among men is especially urgent.
Optical components maker Largan Precision reported first-half 2026 EPS of 82.35 yuan and a dividend of 41.5 yuan. It is merging with its subsidiary 大陽科技 and has successively acquired land in the Taichung Industrial Park, in moves seen as laying the groundwork for a new CPO business.
Companies mentioned：大陽科技
Japanese Prime Minister Sanae Takaichi’s approval rating has fallen to its lowest level since she took office, as concerns grow over her expansionary fiscal policies. Japanese government bonds and the yen have come under selling pressure, adding to market unease.
Companies mentioned：野村證券、SMBC日興證券
弘塑’s chairman and vice chairman have resigned, with new appointments scheduled for Aug. 4. Vice Chairman and CEO 張鴻泰 is seen as likely to return as chairman. Demand for 弘塑’s advanced packaging technology is growing, with orders extending into next year.
Companies mentioned：力成、博通
Markets are taking a wait-and-see stance ahead of the U.S. Federal Reserve’s rate decision. The New Taiwan dollar, after briefly falling below NT$32.4, rebounded to NT$32.305, gaining 5.3 cents. Trading volume contracted as investors watched developments in the Middle East and U.S. monetary policy.
Companies mentioned：台積電
Original27日の台湾株式市場は一時600ポイント超下落したが、金融株と台積電の支えで反発。外資が金融株中心に80.4億円買い越し、下影線を形成した。
Companies mentioned：台積電、台中銀、臺企銀、合庫金、永豐金、群創、聯電、長榮航、南亞、中鋼、台泥、中纖、至上、華邦電、漢翔、中石化、友達、國喬、中信金、台塑、中工、華新、元大金、華南金、兆豐金、上海商銀、華航、緯創、廣達、遠東新、統一、強茂、華通、國巨、大成鋼、瑞軒、台虹、同欣電、晶技
Taiwan stocks face the triple pressure of earnings reports, interest rate meetings and index settlement, with returning funds key to stabilizing the market. Investors should avoid risky stocks with excessive margin financing and capital flight, and prioritize AI semiconductor and server supply chains.
Companies mentioned：頎邦、群創、金居
Taiwan’s stock market is maintaining a solid foundation despite short-term corrections, supported by the long-term growth trends in AI and semiconductors. 華邦電, 大立光 and 上詮 are among the stocks drawing attention.
Companies mentioned：台積電、華邦電、大立光、上詮、NVIDIA、Apple、Amazon、Microsoft、Meta、AWS、Google
Taiwan shares have recovered above the quarterly moving average, but pressure from margin-trading liquidations remains. Active ETFs are focusing on optical communications and ABF carrier boards. Analyst 陳智霖 is offering investment strategies based on data analysis.
Companies mentioned：台積電 (2330-TW)、鴻海 (2317-TW)、華星光 (4979-TW)、先進光 (3362-TW)、大立光 (3008-TW)
Summary not yet available
Facts
Companies mentioned：台積電、美光、超微、台積電 ADR、特斯拉、Alphabet、英特爾、蘋果、微軟、亞馬遜、Meta、鴻海、輝達、聯發科、友訊、明泰、華星光、日馳、佳凌、南亞科、友勁、新產、尖點、雙鍵、圓展、華容、先進光、聯一光、東典光電、萬潤、今展科、磐儀、富強鑫、波若威
Taiwan electric arc furnace steelmaker Feng Hsin held this week’s rebar and scrap purchase prices steady, citing stable international scrap prices. The move signals a recovery in the market’s supply-demand balance and is helping stabilize prices across the industry.
NVIDIA has expanded its NVIDIA Agent Toolkit, adding PhysicsNeMo and CUDA-X. The move is accelerating the automation of engineering design using AI agents and is expected to drive innovation in semiconductor development.
Companies mentioned：Cadence、新思科技、西門子、三星、台積電、是德科技、Silvaco、ChipAgents
The summary of this item is not shown
Companies mentioned：大家房屋、住商不動產
Small businesses in the United States have sued over the legality of new tariffs imposed by the Trump administration. They argue that applying Section 301 of the Trade Act disregards legal procedures, potentially having a major impact on international trade.
Companies mentioned：Learning Resources、Burlap and Barrel、Collective Horology、Liberty Justice Center
貿聯-KY reported unaudited June net profit of NT$1.18 billion, up 60.8% from a year earlier, with EPS of NT$6.05. The results were underpinned by strong demand for HPC and semiconductor equipment, and the company’s shares rebounded.
工研院 and 三井不動產 signed a memorandum of cooperation with Kumamoto Science Park, focusing on semiconductors, AI and robotics to deepen Taiwan-Japan technology and industry ties and enhance global competitiveness.
Companies mentioned：工研院、三井不動產、熊本科學園區營運管理及交流中心（KSCM）
The preliminary round of Taiwan’s minimum wage review was held on the 27th, with labor and business representatives exchanging views on economic conditions and the basis for wage adjustments. The focus is on gathering more data ahead of the formal review in September.
博晟生醫 has fully acquired the patents and technology for 愛膝康（RevoCart） from 工研院 and 台大病院, marking an important step toward global commercialization. The move is expected to accelerate the international expansion of regenerative medicine technology developed in Taiwan.
Companies mentioned：工研院、台大病院、美精技 (Exactech Taiwan)
輝達 and 博通 have begun mass production of CPO switches, but supplies of optical engines, silicon photonics chips and advanced packaging are constrained. TrendForce says vertical integration will be key to competition, shaping the market landscape after 2027.
Companies mentioned：輝達、博通、台積電、台達電、Micas Networks、Meta、Google
Stock fund subscriptions rose 216% year on year in the first half of 2026, signaling strong investor confidence in equities. Neuberger Berman and 鉅亨買基金 recommend investing in both stocks and bonds and incorporating cash-flow planning to navigate market changes.
Companies mentioned：鉅亨買基金
Singapore’s Monetary Authority (MAS) unexpectedly tightened monetary policy for the 2nd consecutive time on the 27th, reviewing its exchange-rate policy on the grounds that inflation risks remain. The move reflects confidence in the economy’s strength as well as vigilance over external risks.
Companies mentioned：華僑銀行、RHB銀行グループ
復華投信 is launching the global version of its “Future 50” actively managed ETF (00409A), jointly managed by three veteran fund managers and focused on leading companies in the AI and technology supply chains. The offering is expected to open for subscriptions on August 12, seeking long-term outperformance for investors.
Companies mentioned：復華投信、台積電、SK海力士、美光、三星電機、鎧俠、美滿電子、Sandisk、英飛凌、村田製作所、AMD
Low Earth orbit (LEO) satellite communications component maker 昇達科 posted after-tax net profit of NT$561 million in the first half of 2026, surpassing its previous full-year profit. Against a backdrop of strong growth, it expanded capital spending by more than NT$1 billion.
Quarterly results from Microsoft, Meta, Amazon and Apple are due in succession this week. The reports will mark a “moment of reckoning” for the market’s assessment of $725 billion in AI spending.
Companies mentioned：Alphabet、高盛、LSEG、FactSet、Bespoke
Taiwan’s National Development Council said its June business monitoring score was 41, with the economy in the “red light” zone for 7 consecutive months. AI-related investment and demand for electronic devices are driving growth, making Taiwan’s economic recovery increasingly clear.
Hong Kong shares rose, with the Hang Seng Index topping 25,000 points. PCB-related and technology stocks led gains, restoring market confidence amid AI demand and a reallocation of funds.
Companies mentioned：小米集團、美團、騰訊控股、中國南方航空、珠峰黃金、中國石油股份、中國銀河證券、中信建投證券
China’s largest DRAM maker, ChangXin Memory Technologies, listed on the A-share market, with its shares surging 465.82% on the first day. Its market capitalization reached 3.28 trillion yuan, making it the largest company on the A-share market.
Companies mentioned：工商銀行、インテル、清輝集電、大基金二期、中建材新素材基金
China’s DRAM giant 長鑫科技 listed on Shanghai’s STAR Market, with its shares rising 530% on the first day. 野村証券 set a target price of 116 yuan, as growth expectations rise. The company is seen as a symbol of China’s semiconductor industry expanding globally.
Companies mentioned：長鑫科技、野村証券、Apple、Micron、Samsung、SK Hynix
Taiwan’s Food and Drug Administration released the findings of a third-party investigation into the detection of carcinogens in cooking oil from 中聯油脂. The investigation found multiple management failures involving raw materials, manufacturing and inspection; the government plans to prevent a recurrence through legislative amendments.
Companies mentioned：中聯油脂
Nomura Asset Management says that although the U.S.-Iran conflict has rattled markets, oil prices have responded mildly and inflationary pressure remains manageable, limiting the risk of Fed rate hikes. AI fundamentals remain solid, and the Taiwan stock market's pullback creates an opportunity to buy on dips.