Legislature passes bill on the 三rd reading to remove siblings' reserved inheritance shares; civic groups say inheritance is moving toward testamentary autonomy
Legislature passes Road Traffic Management and Penalty Act amendments; drug-impaired drivers and those refusing tests face license revocation and vehicle confiscation
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
First offense: a fine of NT$270,000
Second offense: a fine of NT$450,000
First-time drug-impaired motorcyclists face a maximum fine of NT$120,000
For a second drug-impaired driving offense, an additional NT$90,000 will be added to the previous fine
Drug-impaired drivers carrying a passenger aged 18 or older will be fined NT$6,000 to NT$15,000
Drivers of slow vehicles who drive under the influence of drugs will be fined NT$2,400 to NT$12,000
Those who refuse a drug test will be fined NT$24,000
Beijing Watch: Taiwan's tainted cooking oil scandal fuels anxiety across the strait! Mainland residents lash out at authorities: Stop focusing only on Taiwan—when will you solve your own problems?
Published ・ Source Taiwan | 風傳媒
Carcinogenic benzopyrene was detected in edible oil from Taiwan’s 中聯油脂 at more than 4 times the regulatory limit, prompting Chinese internet users to criticize the company and point to lax domestic standards and past food safety problems.
Taipei to Yilan in just 28 minutes! Why spend 三千億 building high-speed rail instead of a direct rail line? He Chen-dan criticizes the Lai government’s “三大錯誤”: Don’t let bullying become the norm
Published ・ Source Taiwan | 風傳媒
Taiwan’s Executive Yuan approved the high-speed rail extension to Yilan, targeting completion in 2037. A former transport minister pointed to procedural errors, and debate continues over the benefits and costs of high-speed rail versus conventional rail.
Doubting the Blue-and-White camp’s “block military drones first, then cut civilian ones” approach, 民進黨 says: They want to topple Taiwan’s next national-protection mountain
Published ・ Source Taiwan | 風傳媒
Summary not yet available
Facts
Rapidly strengthen combat capabilities with a special budget of NT$210 billion
經濟部's 6-year, NT$44.2 billion integrated plan for developing the uncrewed vehicle industry
“Mobile network slowdown” drill to affect about 17 million people; NCC explains why the south was excluded
Published ・ Source Taiwan | 風傳媒
Taiwan’s NCC conducted mobile network slowdown drills in central and northern areas as part of the “Han Kuang 42” exercises. About 1,700万人 are affected, while the south is excluded. Network load and population density are cited as reasons.
Finance buzz: Tesla shares plunge 15%, wiping out 2,000億 in market value overnight! The harsh reality wakes fans from their dream, and the decline may only just be beginning…
Published ・ Source Taiwan | 風傳媒
Tesla shares plunged 15%, wiping out more than $200 billion in market value. Results fell short of market expectations, shaking investor confidence and prompting growing concern among fans.
Netflix's Korean drama viewership rankings for the first half of 2026 are out. 《Iron Fist Education》 tops the list with 48.2 million views, while 《Can This Love Be Translated?》, starring Kim Seon-ho and Go Youn-jung, comes second with 28.6 million. The range of genres represented reflects the continuing growth of Korean dramas’ global influence.
網路溫度計DailyView released its ranking of popular night markets in the Taipei–New Taipei area. Ningxia Night Market took No. 1, praised for its abundant food options and convenient transportation.
Chinese female fan cuts the line, sparking a China-Thailand fan war! Video of her being escorted away goes viral, controversy continues, and Chinese Embassy weighs in
Published ・ Source Taiwan | 風傳媒
Chinese fans were removed from an event line in Thailand hosted by GMMTV for allegedly cutting in, sparking a social media dispute between Chinese and Thai fans. The Chinese Embassy also called for an investigation.
ChangXin Memory Technologies rises to become China's most valuable company; its push to become a global memory chip player is only halfway there
Published ・ Source Taiwan | 風傳媒
China’s largest DRAM maker, ChangXin Memory Technologies, listed on the Shanghai Stock Exchange’s STAR Market, with its share price surging 466% on the first day. Fueled by rising AI demand and China’s semiconductor self-sufficiency strategy, it became the country’s company with the highest market capitalization.
Companies mentioned：ChangXin Memory Technologies、Samsung Electronics、SK Hynix、Micron Technology、NVIDIA、AMD、Agricultural Bank of China、Counterpoint Research、Brookings Institution
Carcinogenic oil again! Benzo[a]pyrene exceeds limits in 6 batches of camellia oil; products recalled nationwide—batch numbers and refund details
Published ・ Source Taiwan | 風傳媒
Another 4 batches of camellia oil produced by 連淨 were found to exceed the benzo[a]pyrene limit and have been recalled nationwide; consumers can receive unconditional refunds. The incident is unrelated to 中聯油品.
Retirement savings made easy even for small investors! Fubon Asset Management expands its TISA lineup, adding 5 funds available starting today
Published ・ Source Taiwan | 風傳媒
Fubon Asset Management added 5 TISA-class funds starting July 28, 2026, covering themes such as AI, high dividends and ESG. The expansion broadens its retirement investment offerings and encourages long-term investing.
老乾杯 and 肉次方 lose! The most popular barbecue chain in Taiwan is “this brand”: melt-in-your-mouth beef tongue and outstanding service
Published ・ Source Taiwan | 風傳媒
《網路溫度計DailyView》 released its July 2026 ranking of online buzz for Taiwan's barbecue chains. 森森燒肉 took the top spot with highly positive reviews, while 老乾杯 came second. The ranking reflects short-term buzz, not actual sales.
Market flash: Taiwan stocks shed more than 1,600 points! 聯發科 falls nearly 9%, 台達電 hits limit down, and only “these 3 stocks” buck the trend
Published ・ Source Taiwan | 風傳媒
Taiwan stocks traded weakly and moved lower after opening today, with the benchmark index falling 1,649.11 points, or 3.78%. Major stocks broadly weakened; 聯發科 fell nearly 9%, 台達電 hit limit down, and only a few stocks surged against the trend.
Don't rush to refrigerate papaya after bringing it home! Agriculture Ministry shares the right way to store it; storing it incorrectly may make it hard and tasteless
Published ・ Source Taiwan | 風傳媒
The Ministry of Agriculture announced the proper way to store papaya. Refrigerating it while unripe can leave it hard and less sweet, so it should be ripened at room temperature.
Today's (7/28) top news! Daughter-in-law in Zhonghe hacked to death by father-in-law! / Sibling forced heirship rights set to become history / People aged 65 and older are getting money!
Published ・ Source Taiwan | 風傳媒
A daughter-in-law was hacked to death by her father-in-law in Zhonghe, New Taipei; the Legislature abolished siblings’ forced heirship rights; Keelung City distributed cash gifts to older residents; global stocks plunged; 中聯油脂 faced a food safety scandal; 國軍 conducted exercises on eastern islands; freedom of speech drew attention; and a typhoon and new Netflix releases were in the news.
Taiwan stocks battered in a plunge of more than 2,000 points: The culprit has been found! How long will the slide last? Analyst says a rebound could come at “this time”
Published ・ Source Taiwan | 風傳媒
Taiwan stocks plunged more than 2,000 points in a single day amid the listing of 長鑫存儲 and a breakthrough in China’s homegrown DUV equipment, marking the fifth-largest drop in history. Panic spread through the market, but analysts expect a rebound after selling pressure subsides.
Not running for Yilan County magistrate and not leaving the party after all! Chang Ching-sen makes an abrupt U-turn, saying it was “said in anger”: He will stay in the DPP as a “crow”
Published ・ Source Taiwan | 風傳媒
Former Minister without Portfolio Chang Ching-sen had announced he was quitting the party and was considering a run for Yilan County magistrate over his opposition to the Yilan high-speed rail project. But the next day he walked back his comments, saying they were made in anger. He said he would stay in the Democratic Progressive Party as a “crow” and continue criticizing its policies.
Why are U.S. stocks continuing to surge amid war? Expert: Trump’s energy policy has changed the global landscape
Published ・ Source Taiwan | 風傳媒
An American business intelligence AI analyzed the United States’ wars over the past 25 years and their economic effects. It found that wars have had a limited impact on stock markets and the economy, and noted that Trump’s energy policies achieved U.S. energy self-sufficiency and boosted economic stability.
LG and TCL lose! This is the top TV brand: “Great picture and powerful sound, with easy-to-use features”; lasts 7 years and still looks new
Published ・ Source Taiwan | 風傳媒
The global TV market recovered in the first quarter of 2026. 三星 remained in the top spot, while TCL and 海信 rapidly closed the gap. MiniLED TVs became the core of sales, and the price war intensified.
10 days and 9 nights! Han Kuang 42 live-fire drills kick off Aug. 5, focusing on “multi-domain denial” across 9 validation areas
Published ・ Source Taiwan | 風傳媒
Taiwan’s Ministry of National Defense announced that the Han Kuang 42 live-fire exercises will be held from Aug. 5 to 14, focusing on “multi-domain denial and resilient defense.” The drills cover 9 validation areas and aim to improve the armed forces’ combat readiness and the public’s ability to take part in civil defense.
The new 希伯崙山莊 development in Taipei’s outer suburbs costs just NT$379,000 per ping, but buyers must be Christians. The goal is to build a community united by faith.
A rally led by Taipei Mayor 蔣萬安, called “I Am Human, I Oppose Drugs,” drew 200,000 people. Pan-blue politicians gathered at Ketagalan Boulevard to protest the contaminated oil incident. Scholars say the camp should capitalize on the momentum, offer solutions and strengthen its strategy for confronting the Lai administration.
5 of Taiwan’s long-established schools to close! They will shut down on Aug. 1, forcing all students and staff to transfer; even 70 years of history will come to an end
Published ・ Source Taiwan | 風傳媒
Taiwan’s declining birthrate will lead to the closure or merger of 5 schools, including Nan Chiang Industrial and Commercial Senior High School, in August 2026. The schools will bring 70 years of history to a close. Transportation subsidies will be provided to support students.
Business debate: Three major energy routes have been “choked off,” and strategic oil reserves are at their lowest level since the Reagan administration! Why hasn’t oil hit a new high?
New traffic rules pass third reading today! Nationwide penalties include fines of up to NT$150,000, vehicle confiscation and license revocation; see the latest rules
Published ・ Source Taiwan | 風傳媒
Taiwan’s Legislative Yuan passed amendments to the Road Traffic Management and Penalty Act in its third reading, significantly increasing penalties for drug-impaired driving and refusing drug tests. Measures include fines of up to NT$150,000 and license revocation, aiming to counter the threat of drug-impaired driving and improve road safety.
《大濛》 and 《雙囍》 lose! Netflix’s 10 best Taiwanese films of the first half of the year: The “No. 1 masterpiece” racked up 9.5 million views to take the top spot
Published ・ Source Taiwan | 風傳媒
Netflix released its rankings of Taiwanese films for the first half of 2026. 96 Minutes, starring 林柏宏 and 宋芸樺, ranked first with 9.5 million views. Taiwanese films are also gaining popularity internationally.
AI computing power, smart inspection and heterogeneous integration in the spotlight! Winners of the 旺宏金矽獎 announced, with teams from 清大、陽交大、逢甲 and 彰師大 taking the 4 top prizes
Published ・ Source Taiwan | 風傳媒
Winners of the 26th 旺宏金矽獎 were announced, with teams from 清大、陽交大、逢甲 and 彰師大 taking the 4 top prizes. Their projects focused on AI computing power, smart inspection and heterogeneous integration, reflecting how Taiwan’s semiconductor talent development is aligning with AI trends.
2026 Double Ninth Festival senior-citizen gifts coming to Taiwan’s 6 special municipalities! Older residents can receive up to NT$20,000; payout amounts and dates for Taipei, New Taipei, Taichung and Kaohsiung
Published ・ Source Taiwan | 風傳媒
Applications are opening in stages for 2026 Double Ninth Festival senior-citizen gifts across Taiwan’s 6 special municipalities. Residents aged 65 and above can receive between NT$1,500 and NT$20,000, with some differences in eligibility and payment methods across cities. The policy reflects local governments’ care for older residents.
How to care for a dry, itchy, flaky scalp and rough, dull sensitive skin? Curél珂潤’s 4 new 康是美-exclusive products offer soothing care from scalp to face
Published ・ Source Taiwan | 風傳媒
Japanese sensitive-skin brand Curél珂潤 has launched 4 康是美-exclusive products for dryness and sensitivity affecting the scalp and face. The range offers solutions from cleansing to moisturizing, emphasizing low-friction formulas and ceramide technology.
鼎王 and 肉多多 lose! This is Taiwan’s most popular hot pot chain: tofu as soft as clouds and sweet, ultra-fresh cabbage
Published ・ Source Taiwan | 風傳媒
A ranking of popular Taiwanese hot pot chains was released, with 狂一鍋 taking the top spot. The report analyzed each restaurant’s characteristics and customer reactions, and noted how political labels can affect brand image.
South Korean stocks plunge another 10%, while Taiwan stocks fall more than 1,900 points! Markets in turmoil: Can upcoming earnings from tech giants save the day?
Published ・ Source Taiwan | 風傳媒
South Korea’s KOSPI index plunged 10%, while Taiwan stocks fell more than 1,900 points. Markets are concerned that AI giants’ capital spending may not be sustainable, sending tech stocks broadly lower and putting earnings in the spotlight.
Companies mentioned：輝達、SK海力士、三星電子、Meta、蘋果、SpaceX、Fibonacci Asset Management Global、野村資產管理、摩根士丹利E*Trade、Capital.com、NH投資證券、Tiger Brokers、Vantage Global Prime
Trump explains why he agreed to another ceasefire with Iran, saying fighting will resume immediately if talks fail: “No losses and no additional cost”
Published ・ Source Taiwan | 風傳媒
U.S. President Trump confirmed “very deep negotiations” with Iran and warned that military action would resume immediately if diplomacy failed. He also stressed coordination with Israel as tensions in the Middle East continued to rise.
I’ve repurchased these 2 dish soaps from 全聯 many times and don’t want to switch! Homemakers praise them for being economical, powerful against grease and gentle on hands: “Once you’ve tried them, you can’t go back”
Published ・ Source Taiwan | 風傳媒
Taiwanese consumers discussed 全聯 dishwashing liquids on social media, with “珂珂透” and “一滴淨” receiving particularly high ratings. Many homemakers praised their strong grease-cutting ability and gentleness on hands.
Economic debate: A new chair with an uncertain stance and an oil shock! Fed whisperer says the most unpredictable FED meeting in history is about to begin
Published ・ Source Taiwan | 風傳媒
New Fed Chair Warsh’s position remains unclear, while rising oil prices add to uncertainty ahead of this FED meeting. Markets are deeply divided over whether interest rates will rise, with the decision set to affect global financial markets.
The latest 2026 travel subsidy is here! Eligible applicants can receive up to NT$4,000 per person; see who qualifies, when to apply and how
Published ・ Source Taiwan | 風傳媒
The Overseas Community Affairs Council announced tourism subsidies of up to 4000 yuan for overseas compatriots returning to Taiwan. Applicants must attend National Day events and take a domestic trip lasting at least 3 nights and 4 days. The subsidy increases for visits to Hualien and Taitung, as the program aims to boost domestic tourism.
《翹楚》 and 《唐宮奇案》 lose! Netflix’s 10 most-watched Chinese dramas in the first half of the year: The winner turns a fake marriage into true love, in a story so sweet you can’t stop watching
Published ・ Source Taiwan | 風傳媒
Netflix released its TOP 10 Chinese dramas based on viewing data for the first half of 2026. Pursuit of Jade, starring 張凌赫 and 田曦薇, ranked first with 11.6 million views, reflecting its growing global popularity.
蔡阿嘎 and 二伯 of HAHABABY apologize! They admit they “did not fully preserve the design records”; read the full statement
Published ・ Source Taiwan | 風傳媒
HAHABABY, the brand run by popular YouTuber 蔡阿嘎 and his wife 二伯, apologized over allegations of design plagiarism and temporarily halted sales. The company acknowledged shortcomings in its design records and is overhauling its operations as it seeks a fresh start.
Companies mentioned：SOU・SOU、MARKEY'S、RODEO CROWNS WIDE BOWL、niko and...、BEAMS、Lululemon、URBAN RESEARCH、ADAM ET ROPÉ FEMME、GRANIPH、MARI&CO
The smarter AI agents get, the greater the cybersecurity risks! NVIDIA joins Microsoft, Cisco, IBM and more than 30 companies to form an open security AI alliance
Fighting autonomous AI cyberattacks! 輝達 joins forces with 微軟, with SpaceX backing the open-source camp; 黃仁勳 and Altman to exchange views with senior U.S. lawmakers
Published ・ Source Taiwan | 風傳媒
輝達 has joined 微軟, SpaceX and other companies to form the “Open Security AI Alliance,” promoting open-source AI defense tools and opposing government bans on open-source models. 黃仁勳 and Altman will meet senior lawmakers in Washington, stressing the importance of open systems to national security.
Companies mentioned：輝達、微軟、SpaceX、Palantir、戴爾科技、奧多比、CrowdStrike、OpenAI、Anthropic、Hugging Face、月之暗面、智譜 AI
Don’t throw out that old thermos or yellowed phone case just yet! Trade in any brand for a deal, with up to NT$300 off
Published ・ Source Taiwan | 風傳媒
THERMOS and 傑昇通信 have launched a trade-in program for old products. Customers can return old thermoses, phone cases or screen protectors in exchange for discounts or shopping credit, promoting sustainability and brand loyalty as a B2C marketing initiative.
DEAT marks its 10th anniversary with new plans! WeMo’s 劉于遜 reappointed chair as cross-sector board brings government, industry and academia together to take on the AI monetization revolution
Published ・ Source Taiwan | 風傳媒
Taiwan’s Digital Platform Economy Association (DEAT) held its 5th annual general meeting, reappointing WeMo CEO 劉于遜 as chairperson. The association is strengthening cooperation among industry, government and academia to transform the platform economy in the AI era.
昕力資訊 teams up with U.S. tech giant Juxta! Bringing in military-grade satellite-free positioning technology to cultivate Asia-Pacific markets for “sovereign AI” and high resilience
Published ・ Source Taiwan | 風傳媒
Taiwanese digital transformation company 昕力資訊 partnered with U.S. company Juxta to introduce military-grade satellite-free positioning technology. The move marks its entry into the sovereign AI and high-resilience markets in the Asia-Pacific region.
Taiwan’s stock market fell sharply, with semiconductor and memory stocks plunging. 隆銘綠能 was the only stock to rise against the trend, drawing market attention.
Keigo Higashino dies of colorectal cancer at 68! Don’t ignore these 3 symptoms; Taiwan’s Health Promotion Administration reveals 1 way to cut the death rate by 4 tenths
Published ・ Source Taiwan | 風傳媒
Japanese mystery novelist Keigo Higashino has died of colorectal cancer at the age of 68, drawing attention to colorectal cancer screening. Taiwan’s Health Promotion Administration urges people to get regular publicly funded stool blood tests, which can reduce the death rate by 35%.
2026 Double Ninth Festival senior-citizen gifts coming across Taiwan! Each person can receive up to NT$50,000 in cash; see payment amounts, eligibility and dates in all 22 counties and cities
Published ・ Source Taiwan | 風傳媒
Taiwan’s 22 counties and cities will distribute 2026 Double Ninth Festival senior-citizen gifts. Amounts vary by age and household registration requirements, with a maximum of NT$50,000, helping older residents claim benefits they are entitled to.
Taiwan’s 3 major shipping companies reported their June operating revenue. 長榮海運 posted more than 39.1 billion yen for the month, while 陽明海運 led in employee compensation with an average annual salary of 2.68 million yen. Tariff uncertainty and port congestion helped support demand.
Global debate: Inside China’s homegrown AI chips! What is the “carving” project that cut China’s chip dependence from 60% to 25%?
Published ・ Source Taiwan | 風傳媒
China is accelerating AI chip development through the “雕花” project in response to U.S. semiconductor restrictions. Vice Premier 丁薛祥 is leading the effort, which aims to cut reliance on foreign sources from 90% to 25%.
蔣萬安 floats a no-confidence motion; Taiwan People’s Party says it will “carefully assess” the idea: The pan-blue camp also seems divided
Published ・ Source Taiwan | 風傳媒
Taipei Mayor 蔣萬安 proposed a no-confidence motion, demanding that the premier take responsibility for the contaminated oil incident. The Taiwan People’s Party said the proposal needed careful assessment, while the Kuomintang also lacked internal consensus, highlighting the political uncertainty.
Heavy menstrual bleeding is the result of “women’s research being neglected”! Severe cases can cause anemia and brain fog; don’t ignore these signs
Published ・ Source Taiwan | 風傳媒
Heavy menstrual bleeding is a serious health problem experienced by many women, but social taboos and a lack of research have delayed diagnosis and treatment. The condition can lead to anemia and a lower quality of life.
Companies mentioned：University of Edinburgh、UC San Francisco、University of Colombo
Will China’s mass production of DUV lithography machines deal a major blow to ASML? Expert lists 4 past “wolf cry” episodes in the market: Big players buy the dip
Published ・ Source Taiwan | 風傳媒
Reports that China had begun mass production of domestic DUV lithography equipment sent ASML shares lower, but experts described the reports as another “wolf is coming” episode, similar to past claims. They said China still depends on Western technology.
Betting on OpenAI while quietly backing its own Azure? Nadella: Overreliance on a single AI provider could cost companies their competitive edge
Published ・ Source Taiwan | 鉅亨網
Microsoft CEO Nadella warned that companies risk losing their competitive edge if they depend on a single AI vendor. He said strategies to protect their own data and decision-making are crucial.
AI investment boom props up U.S. economy as annualized quarterly GDP growth in Q2 is expected to reach 2.1%
Published ・ Source Taiwan | 鉅亨網
Investment in AI infrastructure is supporting the U.S. economy, with second-quarter GDP growth forecast to reach an annualized 2.1%. Corporate capital spending is the main driver, while expectations for long-term productivity gains are also rising.
Taiwan stocks plunged under pressure from the decline in SK海力士 ADRs, with the weighted index falling below 42,000 points. But buying from the fourth force pushed 元大台湾50 trading value above NT$30 billion, making it a market focus.
Putin signs decree increasing the armed forces’ total personnel to more than 2.42 million
Published ・ Source Taiwan | 鉅亨網
On the 27th, President Putin ordered the creation of military construction engineering units and an increase in troop strength, raising the authorized size of the armed forces to more than 2.42 million. The move is part of a military buildup and takes effect on August 1.
〈Stocks in Focus〉Yageo* and Delta Electronics weaken ahead of investor conferences, both plunging to limit-down
Published ・ Source Taiwan | 鉅亨網
Ahead of investor briefings, Taiwanese electronics component makers Yageo and Delta Electronics saw their shares plunge amid a broad market decline, falling to the daily limit. Market risk aversion took precedence despite strong AI demand and solid business performance.
〈Stocks in Focus〉Oil prices retreat as U.S.-Iran clashes ease; 南亞 and 台苯 hit limit-down, petrochemical stocks plunge
Published ・ Source Taiwan | 鉅亨網
Crude oil prices fell as U.S.-Iran tensions eased, sending Taiwanese petrochemical stocks broadly lower. 南亞 and 台苯 hit their daily price limits. The episode illustrates how energy market fluctuations can immediately affect Asian stock markets.
Satellite images show black smoke billowing from multiple oil facilities in Saudi Arabia
Published ・ Source Taiwan | 鉅亨網
Black smoke was seen at several oil and gas facilities in Saudi Arabia, and the Houthis claimed responsibility for an attack. Concerns about the stability of energy supplies are mounting.
Nvidia’s string of major AI deals still fails to lift share price; up just 5% this year, far underperforming chip peers
Published ・ Source Taiwan | 鉅亨網
Although Nvidia announced multiple AI partnerships with SK海力士, OpenAI, 西門子 and others, its share price is up just 5.4% this year, far lagging its peers. The market is concerned about competition from China and the risks of massive financing, keeping investor sentiment cautious.
Strong shipments of G-Tech Optoelectronics’ 5G and automotive applications are expected to lift July revenue above NT$1.3 billion, a 58-month high
Published ・ Source Taiwan | 鉅亨網
Taiwanese frequency-component maker 晶技 is expected to post revenue of 1.3 billion yuan in July 2026, its highest level in 58 months. Expanding demand in 5G, automotive and optical communications is driving growth.
Wall Street opening bellwether! South Korean stocks’ correlation with the Nasdaq hits a new high since 2021; expert says Kospi has become a semiconductor index
Published ・ Source Taiwan | 鉅亨網
The AI investment boom has driven the correlation between South Korea’s Kospi and the U.S. Nasdaq 100 index to its highest level since 2021, mainly because Samsung and SK海力士 play a central role in the AI memory supply chain. This has made Korean stocks a bellwether for global AI demand, but has also weakened their value as a portfolio diversification tool.
〈Stocks in Focus〉Taiwan stocks plunge more than 2,000 points intraday; telecom trio holds the 5-day moving average as a safe haven
Published ・ Source Taiwan | 鉅亨網
As Taiwan’s stock market at one point fell by more than 2,000 points, the three major telecom companies—中華電信, Taiwan Mobile and Far EasTone—held above their 5-day moving averages, with institutional buying continuing. They drew attention as defensive stocks.
Star investor Cathie Wood: Stocks have climbed a “wall of worry,” but the bull market is not over
Published ・ Source Taiwan | 鉅亨網
ARK founder Cathie Wood said that although SpaceX shares have fallen, the market is in a “wall of worry” phase and the foundations of the bull market remain intact. She stressed that cautious sentiment can actually support the long-term outlook.
〈Value Investing: Latest Industry Research Report〉Lianya (3081-TW): AI data center upgrades keep driving demand for silicon photonics lasers
Published ・ Source Taiwan | 鉅亨網
With rising demand for high-speed optical communications at AI data centers, Lianya (3081-TW) has seen strong shipments of laser chips and repeatedly record-high revenue. The company is expanding capacity and upgrading its technology, with growth expected ahead.
〈Stocks in Focus〉Semiconductors reduced to cash machines! Taiwan stocks break below their previous low; silicon wafers and memory stocks hit limit-down across the board
Nvidia AI mega-deals provide a boost; Micron and these 2 memory stocks are rated buys by analysts
Published ・ Source Taiwan | 鉅亨網
NVIDIA and SK hynix, and Broadcom and Samsung Electronics, signed long-term supply agreements for AI memory. Analysts continued to rate memory stocks including Micron, Samsung and SK hynix as “outperform,” forecasting firm demand as AI needs grow.
Paving the way for mass-production validation! Korean media: SKC subsidiary Absolics begins evaluating glass-substrate packaging samples in Taiwan, aims for PoC within the year
Published ・ Source Taiwan | 鉅亨網
Absolics, a subsidiary of SKC, began evaluating glass-substrate packaging in Taiwan and entered the final verification stage ahead of mass production in 2027. Competition to commercialize glass substrates is intensifying amid demand for AI semiconductors.
〈Stocks in Focus〉Shih Fang’s operations are expected to be stronger in the second half than the first; shares rise despite a sharp market slump
Published ・ Source Taiwan | 鉅亨網
是方（6561-TW） reported revenue of 360 million yuan in June, returning to double-digit growth as AI demand increased. Higher utilization at IDC facilities is expected to lift second-half performance above the first half, and the stock also rose.