# AI News 180m Report｜2026-07-28 12:00–15:00 JST｜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.

## Zelensky’s latest remarks: Ukraine and Iran are already at war

- Published: 2026-07-28T12:17:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547468
- anchor: #n1720210

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.

## 〈Real Estate〉New Taipei home prices consolidate at high levels; Xindian is the only one of the five prime districts still showing growth, up 2.5%

- Published: 2026-07-28T12:10:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547851
- anchor: #n1720211
- Companies mentioned: 中信房屋

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.

## Afraid to hand money to ChatGPT! Expert warns “herd behavior” could trigger systemic risk

- Published: 2026-07-28T12:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547376
- anchor: #n1720212
- Companies mentioned: 紐約大學、摩根士丹利、德意志銀行、SCT Capital

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.

## 〈Real Estate〉Kaohsiung medical district housing market: 榮總 living area leads with an 8.2% price increase

- Published: 2026-07-28T12:01:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547805
- anchor: #n1719854
- 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

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.

## Uncertainty clouds the eve of the Fed decision; Trump: I know Warsh wants to cut rates

- Published: 2026-07-28T12:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547402
- anchor: #n1719855
- Companies mentioned: アメリカ連邦準備制度理事会（Fed）

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。

## Amazon joins the satellite communications race, plans to deploy 5,000 satellites targeting mobile-device users

- Published: 2026-07-28T11:56:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547464
- anchor: #n1719856
- Companies mentioned: SpaceX、T-Mobile US、Virgin Media O2、Globalstar

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.

## Geopolitical risks fail to deter power industry! “Essential demand” gives it greater resilience and rebound potential than U.S. stocks

- Published: 2026-07-28T11:53:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547820
- anchor: #n1719857
- Companies mentioned: 輝達、高盛

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.

## Tech giants gather in Sicily! Samsung’s Lee Jae-yong and SK Group’s Chey Tae-won head to Google’s annual closed-door summit to pursue AI opportunities

- Published: 2026-07-28T11:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547676
- anchor: #n1719858
- Companies mentioned: 三星電子、SKグループ、Google、NVIDIA

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.

## 〈焦點股〉寶雅Q2獲優預期 外資目標價升至7字頭 一度飆漲7%

- Published: 2026-07-28T11:44:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547816
- anchor: #n1719859
- Companies mentioned: 寶雅、美系外資

Facts:
- Net profit after tax surges to 8.67 hundred million yuan
- Annual growth reaches 46%
- Earnings per share (EPS) of 8.15 yuan
- Target price raised to 745 yuan
- Share price jumps more than 7% at one point
- Peaks at 717 yuan
- Rises about 3.5%
- First-half net profit after tax reaches 18.58 hundred million yuan
- Up 34.74% year over year
- EPS of 17.45 yuan
- Total store count across Taiwan reaches 483
- Could exceed 500 stores for the full year
- Results and earnings beat expectations by as much as 21%
- Same-store sales grow 7.7%
- Target price raised from 630 yuan to 745 yuan

## 寶泰 and 大韓新藥 of Korea sign MOU to pursue global pet healthcare opportunities worth hundreds of billions of yuan

- Published: 2026-07-28T11:37:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547806
- anchor: #n1719860
- Companies mentioned: 大韓新藥、DHNP

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.

## Nvidia ties up with SK and OpenAI in a $750 billion gamble? Alarm over AI “circular financing” sounds again

- Published: 2026-07-28T11:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547395
- anchor: #n1719861
- 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

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.

## 〈Taiwan Stocks Open〉AI stocks trigger a brutal sell-off, plunging more than 1,800 points; heavyweight stocks’ earnings-call rally wiped out, index falls below 4萬2

- Published: 2026-07-28T11:26:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547680
- anchor: #n1719862
- 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

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.

## Chip stocks come under heavy selling! South Korean stocks open lower and plunge 8%; Japanese stocks fall more than 2,700 points

- Published: 2026-07-28T11:20:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547664
- anchor: #n1719863
- 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

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。

## Is China sparking a new AI arms race? Taiwan, Japan and South Korea stocks slump across the board; investors take profits as the index tests 41967 points to form a second bottom

- Published: 2026-07-28T11:15:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547701
- anchor: #n1719864
- Companies mentioned: 長鑫存儲 (CXMT)、元大投顧、統一投顧

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.

## Samsung considers using Chinese DRAM to cut costs for its Galaxy A series

- Published: 2026-07-28T11:07:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6547287
- anchor: #n1719865
- Companies mentioned: サムスン電子、蘋果

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.

## 【宏碁遊戲-創】Announcement on behalf of subsidiary Winking Studios Limited: 1H2026 operating update (Trading Update)

- Published: 2026-07-28T00:42:56+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=6908&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=234256&spoke_date=20260727
- anchor: #n1720176
- Companies mentioned: Winking Studios Limited、Vertic Studios、Shanghai Mineloader Digital Technology Co., Ltd、Studios Ampera Inc.

Winking Studios projects a 20% revenue increase for 1H2026 driven by AAA art outsourcing, despite lower EBITDA due to strategic growth investments in Ampera.

## 【鴻海】Announcement on behalf of subsidiary Foxconn (Far East) Limited regarding a public offer to acquire shares in Maxnerva Technology Services Limited

- Published: 2026-07-27T23:57:58+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=2317&year=115&month=7&b_date=1&e_date=31&seq_no=3&spoke_time=225758&spoke_date=20260727
- anchor: #n1720175
- Companies mentioned: 鴻海、Foxconn (Far East) Limited、Maxnerva Technology Services Limited、FSK Holdings Limited、FDG Fund, L.P.

鴻海 plans a public offer to acquire Maxnerva shares, aiming to simplify its shareholding structure and improve efficiency.

## 【鴻海】Announcement on behalf of subsidiary Foxconn (Far East) Limited: Board resolution approves the acquisition of shares in MaxnervaTechnology Services Limited

- Published: 2026-07-27T23:57:28+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=2317&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=225728&spoke_date=20260727
- anchor: #n1720174
- 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.

## 【臻鼎-KY】On behalf of subsidiary 禮鼎半導體科技(深圳)股份有限公司, announces the acquisition of machinery and equipment

- Published: 2026-07-27T22:41:14+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=4958&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=214114&spoke_date=20260727
- anchor: #n1720173
- Companies mentioned: SHINBU CORPORATION

The summary of this item is not shown

## 【帆宣】Announcement: The board meeting to review the company’s 115 second-quarter financial report will be held on 115年8月4日

- Published: 2026-07-27T21:28:31+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=6196&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=202831&spoke_date=20260727
- anchor: #n1720172
- Companies mentioned: 帆宣

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.

## 【緯創】Announcement: The board meeting to review the company’s 115 second-quarter consolidated financial report will be held on 115年8月4日

- Published: 2026-07-27T20:59:57+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=3231&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=195957&spoke_date=20260727
- anchor: #n1720106

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.

## 【永鴻生技】Announcement that the board approved an investment in the establishment of a Vietnam subsidiary and fermentation plant

- Published: 2026-07-27T20:52:02+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=13&spoke_time=195202&spoke_date=20260727
- anchor: #n1720105

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.

## 【永鴻生技】Announcement of the members of the Company's second Remuneration Committee

- Published: 2026-07-27T20:51:41+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=12&spoke_time=195141&spoke_date=20260727
- anchor: #n1720104

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.

## 【永鴻生技】Announcement of changes to the company's accounting head, finance head, head of internal audit and acting spokesperson

- Published: 2026-07-27T20:51:22+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=11&spoke_time=195122&spoke_date=20260727
- anchor: #n1720103

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.

## 【永鴻生技】Announcement that the board approved the Company's second-quarter individual financial report for 115

- Published: 2026-07-27T20:51:12+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=10&spoke_time=195112&spoke_date=20260727
- anchor: #n1720102

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.

## 【永鴻生技】Announcement that the board approved the replacement of the Company's stock affairs agent

- Published: 2026-07-27T20:51:01+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=9&spoke_time=195101&spoke_date=20260727
- anchor: #n1719995
- 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 will change its stock affairs agent to Yuanta Securities, effective Dec. 1.

## 【永鴻生技】Announcement that the Company leased a right-of-use asset in real estate from a related party

- Published: 2026-07-27T20:50:49+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=8&spoke_time=195049&spoke_date=20260727
- anchor: #n1719994
- 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

Yung Hong Biotechnology leased office space in Taipei from its parent company for use as its business premises.

## 【永鴻生技】Announcement that the Company disposed of a right-of-use asset in real estate with a related party (early termination of lease agreement)

- Published: 2026-07-27T20:50:23+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=6936&year=115&month=7&b_date=1&e_date=31&seq_no=7&spoke_time=195023&spoke_date=20260727
- anchor: #n1719993
- Companies mentioned: 永鴻生技、永信國際投資控股

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。

## 【鈺寶-創】Announcement that the board meeting to review the Company's 2nd-quarter 115 financial report will be held on August 4, 115

- Published: 2026-07-27T20:43:28+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=3150&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=194328&spoke_date=20260727
- anchor: #n1719992
- Companies mentioned: 鈺寶-創

鈺寶 announced that it will hold a board meeting on August 4, 115, to discuss its 2nd-quarter 115 financial report.

## 【台揚】公告本公司董事會決議115年第二次私募普通股定價相關事宜

- Published: 2026-07-27T20:18:41+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=2314&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=191841&spoke_date=20260727
- anchor: #n1719991

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.

## Amended securities report — 33rd fiscal year (2025/03/21–2026/03/20)

- Published: 2026-07-28T14:30:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E8%A8%82%E6%AD%A3%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%AC33%E6%9C%9F(2025%2F03%2F21%EF%BC%8D2026%2F03%2F20)-2026-07-28%2014%3A30
- anchor: #n1720762
- Companies mentioned: 株式会社エスティック

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.

## Securities report — 34th fiscal year (2025/05/01–2026/04/30)

- Published: 2026-07-28T13:36:00+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%AC34%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-28%2013%3A36
- anchor: #n1720484
- Companies mentioned: 株式会社テンポスホールディングス

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.