732 received, 732 listed, 6 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Japan, 552 items from 2 sources; Taiwan, 180 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Ukrainian President Volodymyr Zelenskyy said Iran had supplied Russia with drones and other equipment, adding that Ukraine and Iran were effectively in a state of war. The growing tensions between the countries are raising international concern.
After Taiwan’s central bank introduced credit controls in 2024, the New Taipei housing market cooled, with home prices rising just 2.5% over 3 years in Xindian, the only one of the five prime districts to post gains. Support came from infrastructure benefits and owner-occupier demand, showing that end-user demand is key to market stability.
Companies mentioned：中信房屋
紐約大學 professor Vasant Dhar warned against entrusting ChatGPT with managing funds before AI investment tools have been validated, adding that investors relying on the same models to trade could amplify market volatility.
Companies mentioned：紐約大學、摩根士丹利、德意志銀行、SCT Capital
Home prices around Kaohsiung 榮總 rose 8.2%, the largest increase among medical districts, driven by medical resources, transportation and new housing projects; prices near 高醫 fell 6% as a wave of new-home handovers ended and buying interest cooled.
Companies mentioned：高雄長庚醫院、高醫、榮總、義大醫院、阮綜合醫院、統一超商、台灣房屋
Originalアメリカ連邦準備制度理事会（Fed）の利上げ決定に関する市場の不透明感が高まっている。川普大統領は、新任のFed議長ワースが利下げを望んでいると主張しているが、市場関係者はその意向を読み切れていない。
Companies mentioned：アメリカ連邦準備制度理事会（Fed）
Amazon plans to roll out a communications service using more than 5000 satellites by 2028, competing with Starlink. It has applied to the FCC and plans to offer a service that connects directly to devices.
Companies mentioned：SpaceX、T-Mobile US、Virgin Media O2、Globalstar
Even amid geopolitical risks, the power industry is drawing attention as an asset with “inelastic demand,” underpinned by demand for AI and electrification. Taishin Securities Investment Trust says electricity is entering a golden period that will last 10–20 years.
Companies mentioned：輝達、高盛
三星電子 Chairman 李在鎔 and SKグループ Chairman 崔泰源 will attend Google Camp, a closed-door AI summit hosted by Google on the Italian island of Sicily. The aim is to strengthen global AI cooperation.
Companies mentioned：三星電子、SKグループ、Google、NVIDIA
Summary not yet available
Facts
Companies mentioned：寶雅、美系外資
寶泰生醫 and 大韓新藥 of Korea signed an MOU to jointly assess innovative biologic drug projects and enter the global pet healthcare market, marking a significant international collaboration.
Companies mentioned：大韓新藥、DHNP
Nvidia is driving more than $750 billion in AI infrastructure deals; its partnerships with SK集團 and OpenAI have sparked concerns about “circular financing” and sent its shares lower. The move highlights its central role in the AI ecosystem as well as its financial risks.
Companies mentioned：SK集團、SK海力士、OpenAI、軟銀、Naver、Brookfield、Google、Anthropic、Samsung Electronics、Marvell Technology、IREN Ltd.、CoreWeave Inc.、NEBIUS Group NV
Risk concerns over AI stocks and sentiment ahead of U.S. tech earnings sent Taiwan stocks plunging more than 1,800 points in a single day, below 4萬2千 points. Heavyweight stocks fell across the board, while only food and airline stocks rose against the trend.
Companies mentioned：台積電、國巨、聯電、聯發科、台達電、台光電、欣興、宏亞、統一、華航、長榮航、星宇航空
Original輝達的AI供應協議引發市場疑慮，中國晶片製造商競爭升溫，導致日、韓股市重挫，半導體類股成為殺盤重心。
Companies mentioned：輝達、東京威力科創、鎧俠、三星電子、SK海力士、亞馬遜、Meta Platforms、微軟、蘋果
Advances in China’s AI and semiconductor technology sent stock markets in Taiwan, Japan and South Korea sharply lower. Taiwan’s market fell to 41967 points, prompting speculation that a second bottom may be forming. Investors are increasingly wary of China’s drive for technological self-sufficiency.
Companies mentioned：長鑫存儲 (CXMT)、元大投顧、統一投顧
サムスン電子 is considering using low-cost Chinese-made DRAM in its Galaxy A series. The move is intended to cut costs and improve profitability in its MX division, boosting its competitiveness in the Chinese market.
Companies mentioned：サムスン電子、蘋果
Winking Studios projects a 20% revenue increase for 1H2026 driven by AAA art outsourcing, despite lower EBITDA due to strategic growth investments in Ampera.
Companies mentioned：Winking Studios Limited、Vertic Studios、Shanghai Mineloader Digital Technology Co., Ltd、Studios Ampera Inc.
鴻海 plans a public offer to acquire Maxnerva shares, aiming to simplify its shareholding structure and improve efficiency.
Companies mentioned：鴻海、Foxconn (Far East) Limited、Maxnerva Technology Services Limited、FSK Holdings Limited、FDG Fund, L.P.
鴻海’s subsidiary acquires an equity stake in Maxnerva Technology Services Limited for approximately HK$152 million as a long-term investment.
Companies mentioned：鴻海、Foxconn (Far East) Limited、Maxnerva Technology Services Limited、FSK HOLDINGS LIMITED、FDG FUND, L.P.
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Companies mentioned：SHINBU CORPORATION
帆宣 (6196) announced that it will hold a board meeting on 115年8月4日 to submit its 115 second-quarter financial report.
Companies mentioned：帆宣
緯創 (3231) announced that it will hold a board meeting on 115年8月4日 to review its 115 second-quarter consolidated financial report.
Yung Hong Biotechnology (6936)'s board approved establishing a subsidiary and building a fermentation plant in Vietnam, with an investment of NT$718 million, to strengthen its global supply chain footprint.
The terms of the members of Yung Hong Biotechnology's Remuneration Committee expired, and four people, including Luo Baozhu, were reappointed, effective July 27, 115.
Yung Hong Biotechnology announced changes to its accounting, finance and internal audit heads, as well as its acting spokesperson. The personnel changes took effect on July 27, 115.
Yung Hong Biotechnology reported its 2nd-quarter 115 financial results, with revenue of NT$744 million and net profit attributable to the parent company of NT$83.14 million. This routine financial report indicates stable operations.
Yung Hong Biotechnology will change its stock affairs agent to Yuanta Securities, effective Dec. 1.
Companies mentioned：凱基證券股份有限公司、元大證券股份有限公司
Yung Hong Biotechnology leased office space in Taipei from its parent company for use as its business premises.
Companies mentioned：永信國際投資控股(股)公司、永信福爾摩沙投資控股(股)公司
Original永鴻生技提前終止與母公司永信國際投資控股的台北辦公室租賃合約，處分利益1,253元。
Companies mentioned：永鴻生技、永信國際投資控股
鈺寶 announced that it will hold a board meeting on August 4, 115, to discuss its 2nd-quarter 115 financial report.
Companies mentioned：鈺寶-創
台揚 announced that its board resolved to proceed with its 2nd private placement of common shares, proposing to issue 89.206 million shares at NT$11.21 per share. The funds will be used to bolster working capital and support long-term development.
株式会社エスティック filed an amended securities report for its 33rd fiscal year to ensure the accuracy of its information.
Companies mentioned：株式会社エスティック
株式会社テンポスホールディングス has published its securities report for the 34th fiscal year (2025/05/01–2026/04/30), detailing the company’s financial position and operating results.
Companies mentioned：株式会社テンポスホールディングス