Strong Kumamoto earthquake: 華航 says flights will be rerouted to Fukuoka; fee-free refunds to Kagoshima
Published ・ Source Taiwan | 中央社 CNA
After a magnitude 7.1 earthquake struck Kumamoto, Japan, 華航 announced that flights to and from Kumamoto through August 5 can be changed to Fukuoka or Kagoshima without a fee, and that it will provide free transport of disaster relief supplies through the end of August.
SpaceX shares are trading more than 20% below the IPO price, with more than $1.2 trillion wiped from its market capitalization since its peak. The decline reflects a large release of unlocked shares and valuation risks.
TSMC updates on JASM: Staff safe and gradually returning to the production line
Published ・ Source Taiwan | 鉅亨網
TSMC's JASM plant in Kumamoto, Japan, confirmed that all personnel were safe after a magnitude 7 earthquake. The building was undamaged, and production is gradually resuming. The incident highlights its disaster-response capabilities.
Unimicron Q2 net profit hits record NT$13.1 billion; first-half net profit NT$19.356 billion, EPS NT$11.7
Published ・ Source Taiwan | 鉅亨網
欣興電子 posted record second-quarter 2026 net profit of NT$13.115 billion, up 441 times year over year, with EPS of NT$8.45. First-half net profit was NT$19.356 billion, up 18.23 times, with EPS of NT$11.7. The company also raised its full-year capital expenditure plan, reflecting robust market demand and its expansion strategy.
Record high! Apple's market value tops $5 trillion for the first time
Published ・ Source Taiwan | 鉅亨網
Apple’s market capitalization surpassed $5 trillion for the first time, and it announced a new leasing program, “Apple Upgrade,” in partnership with Klarna. The strategy aims to lower barriers to purchase and lock consumers into its ecosystem over the long term.
〈U.S. premarket〉Major indexes mixed; semiconductor stocks extend losses, with TSMC ADR down nearly 4%
Published ・ Source Taiwan | 鉅亨網
Semiconductor stocks fell sharply on the U.S. stock market, with TSMC ADR down 3.8%. Meanwhile, financially sound companies such as Coca-Cola performed well, as the market saw sector rotation. This signals a shift in investment strategy.
No need to buy an iPhone outright! Apple teams up with Klarna on a monthly subscription plan with an upgrade at the end
Published ・ Source Taiwan | 鉅亨網
Apple has partnered with Klarna to launch “Apple Upgrade” in the United States, allowing customers to rent iPhones and other devices for a monthly fee. The program offers access to the latest models at a low monthly cost and diversifies Apple’s sales strategy.
FSC gives the go-ahead! First 7 banks approved to adopt the IRB approach, effective in Q4, unlocking flexibility for long-term dividends
Published ・ Source Taiwan | 鉅亨網
The FSC approved 7 Taiwanese banks to adopt the IRB approach, effective in Q4 2026. Capital adequacy ratios are expected to rise by 0.34 points, strengthening risk management and international competitiveness.
Taiwan's weighted index plunged 4.65%, while the “Taiwan Jade Index” fell just 2.84%, demonstrating strong resilience. By selecting high-quality, less popular stocks, the index has highlighted its defensive value amid market volatility, making it significant for investors.
AUO sells Taoyuan Huaya plant to Quanta for NT$19.7 billion; disposal gain estimated at NT$13.39 billion
Published ・ Source Taiwan | 鉅亨網
Taiwanese panel maker AUO sold its Huaya plant in Taoyuan to 広達 for 19.7 billion yen, earning a profit of about 13.39 billion yen. The sale is part of a strategic shift to an asset-light business model.
〈Earnings〉Boeing posts bigger-than-expected quarterly loss, but cash flow surprises to the upside; Air Force One costs another $280 million
Published ・ Source Taiwan | 鉅亨網
Boeing’s adjusted loss in the second quarter of fiscal 2026 was larger than expected, but its free cash flow unexpectedly turned positive, lifting its share price. Delays in the Air Force One program remain a challenge.
Corning's strong Q2 results fail to dispel guidance concerns; shares plunge more than 11% premarket
Published ・ Source Taiwan | 鉅亨網
Corning's Q2 2026 results beat expectations, but shares plunged more than 11% premarket after the company issued a cautious outlook. Concerns over slowing telecom capital spending and insider selling weighed on the broader optical communications sector.
Taiwan stocks undergo a major shake-up over the past month; these 3 ETFs buck the trend, gaining more than 1% over the month
Published ・ Source Taiwan | 鉅亨網
As Taiwan’s stock market fell 7.55% in about 1 month, 3 high-dividend ETFs, including FT Taiwan Sustainable High Dividend (00961-TW), weathered the downturn and posted returns of more than 1%. Stable dividend-paying assets are drawing attention as a refuge for capital.
Hiwin's Italian subsidiary hit by cyberattack on information systems; no significant impact on operations
Published ・ Source Taiwan | 鉅亨網
HIWIN’s Italian subsidiary was hit by a cyberattack but immediately activated its defenses. The incident was assessed to have had no significant impact on operations, and critical infrastructure remains protected.
Strong demand from Advantech's semiconductor equipment customers prompts active follow-up orders; company upbeat on edge AI application boom
Published ・ Source Taiwan | 鉅亨網
Advantech's revenue hit a record as demand for edge AI surged, and semiconductor equipment customers actively placed follow-up orders. Taiwanese industrial computer makers are major beneficiaries of AI adoption, thanks to their customization strengths.
Stock markets in South Korea, Japan and Taiwan fell sharply on the 28th as 外資 withdrew funds. The New Taiwan dollar weakened 1.5 jiao against the U.S. dollar, falling below the key 32.4-yuan level, but intervention by 央行 kept it at 32.384 yuan. Taiwan stocks tumbled amid panic selling, and 外資 recorded net sales of 87.485 billion yen.
EirGenix completes share-swap acquisition of Genovate, officially launching a “Taiwan-U.S. integrated pharmaceutical platform”
Published ・ Source Taiwan | 鉅亨網
EirGenix and Genovate have completed their merger, with Genovate becoming a wholly owned subsidiary of EirGenix. The companies have officially launched a “Taiwan-U.S. integrated pharmaceutical platform,” combining their research, manufacturing and market resources to strengthen cross-border competitiveness.
華星光’s profits rose 75% in June, and its EPS for the first half reached 2.91 yuan. Demand for optical modules for data centers is increasing, with further growth expected.
Tech giants continue to raise capital spending! Analysts identify 3 top picks: cooling, networking and MLCCs set for a boom, with Taiwan supply chain best positioned
Published ・ Source Taiwan | 鉅亨網
Growth in the AI industry is drawing attention, with explosive growth forecast in 3 fields: thermal management, network communications and MLCCs (passive components). Taiwan’s supply chain could be the biggest beneficiary.
Inheritance disputes resolved? Legislature passes bill abolishing siblings' reserved share; experts urge rewriting wills within “6 months”
Published ・ Source Taiwan | 鉅亨網
The Legislative Yuan passed amendments to the Civil Code in third reading, abolishing the reserved share for siblings and establishing a 6-month transition period. The move expands testamentary freedom, and experts urge the public to use this opportunity to rewrite their wills to ensure their assets are passed on according to their wishes.
KOSPI plunges 33% from peak as South Korean investor sentiment shifts from FOMO to JOMO; those who stayed out of stocks are the winners
Published ・ Source Taiwan | 鉅亨網
South Korea’s stock market plunged, with the KOSPI index down 33% from its all-time high. Investor sentiment has shifted from FOMO to JOMO, putting those who are not invested in an advantageous position.
Dada Broadband benefits from high-margin products, posting first-half profit of NT$155 million and EPS of NT$2.59
Published ・ Source Taiwan | 鉅亨網
Dada Broadband reported first-half revenue of NT$466 million and profit of NT$155 million, with EPS of NT$2.59. High-margin, high-speed products and edge computing deployments drove profit growth. The company said its 10G PON service will launch in October.
Keelung Port company seeks investors for Dongnuan New Village site, offering more than 2,200 ping of land for mixed-use development
Published ・ Source Taiwan | 鉅亨網
Keelung Port Corporation is offering more than 2,200 ping of land north of Dongnuan New Village for mixed-use development, aiming to fill a consumer-service gap in Nuannuan and spur local growth.
Hua Cheng joins forces with Sugars to expand AI Vision applications
Published ・ Source Taiwan | 鉅亨網
Taiwanese connector maker Huasheng announced a strategic partnership with Sugars in the AI Vision field. The companies will jointly advance the development of high-speed image transmission and system integration solutions, accelerating expansion into AI-related markets.
Foreign investors' net short futures positions return to 80,000 contracts; they sell NT$87.5 billion in stocks and aggressively dump more than 640,000 ETF units
Published ・ Source Taiwan | 鉅亨網
外資 made large-scale net sales on Taiwan’s stock market, selling more than 640,000 ETF units in particular. Taiwan stocks hit a 2-month low, underscoring the market’s risk-off stance.
〈Earnings〉Fewer Amazon packages, more profit! UPS beats quarterly expectations and raises full-year forecast
Published ・ Source Taiwan | 鉅亨網
UPS’s revenue and profit in the second quarter of fiscal 2026 exceeded market expectations. Its strategy of cutting low-margin deliveries for Amazon and shifting toward higher-margin medical and international logistics has succeeded, prompting it to raise its full-year outlook.
No more all-in bets? South Korea considers a 20% cap on leverage for individual stocks; some call for “state compensation”
Published ・ Source Taiwan | 鉅亨網
South Korea’s Financial Services Commission announced plans to limit investments in leveraged products tied to individual stocks to 20%. Regulators are considering tighter rules amid sharp market swings and heavy losses among individual investors.
Market rumors of a wave of margin calls are false! TWSE says market-wide maintenance ratio is 175%, well above the warning threshold
Published ・ Source Taiwan | 鉅亨網
Some media outlets reported a market margin maintenance ratio of 143% and raised concerns about a wave of forced liquidations, but the stock exchange countered that the ratio was 175%, within a safe range. Market risks are under control.
A magnitude 7.1 earthquake struck Kumamoto Prefecture, prompting 台積電 to carry out an emergency evacuation. According to the Ministry of Economic Affairs, factories operated by Taiwanese companies including 研華 and 台達電 were unharmed.
“Four loans under one roof” risks are manageable! FSC says very few domestic bank customers have multiple loans; plans cross-industry safeguards
Published ・ Source Taiwan | 鉅亨網
The FSC said very few customers of domestic banks have multiple loans, making the risk manageable. It is considering a cross-industry safeguard mechanism between banks and securities firms to strengthen information sharing and manage credit risk.
Macron posts record Q2 profit of NT$7.7 billion and EPS of NT$3.91; adds another NT$15.8 billion in capital spending
Published ・ Source Taiwan | 鉅亨網
Macron reported record net profit of NT$7.736 billion in Q2 and announced an additional NT$15.8 billion in capital spending to expand capacity, responding to surging demand for eMMC and NAND Flash and signaling a strong recovery in the memory market.
Schroders on Taiwan stocks: 67% growth in corporate profits to boost Q4; first Taiwan equity ETF to enter the market
Published ・ Source Taiwan | 鉅亨網
Schroders Investment Trust is upbeat on Taiwan equities' fundamentals, forecasting 67% growth in corporate profits in 2026 to drive the fourth-quarter market. It plans to launch its first Taiwan equity ETF, expanding its market presence.
Does a no-confidence motion really matter? Lin Cho-shui says its “impact would be enormous”: it would show that Lee Teng-hui's constitutional reforms were a failure
Published ・ Source Taiwan | 風傳媒
Taipei Mayor Chiang Wan-an has raised the prospect of a no-confidence motion again. Former legislator Lin Cho-shui said it carries major constitutional significance and could prompt society to confront the failure of constitutional reforms during the Lee Teng-hui era, leading to discussions on constitutional amendments.
熊本 AEON MALL collapses! Police say “30 employees still trapped inside”: their fate remains unknown
Published ・ Source Taiwan | 風傳媒
A magnitude 7.1 earthquake struck Kumamoto Prefecture, and an AEON MALL collapsed. Rescue operations are continuing, with 20–30 employees still missing. Casualties and infrastructure damage are severe.
iPhones too expensive? Apple launches a rental plan for “under 600,” encouraging users to upgrade sooner
Published ・ Source Taiwan | 風傳媒
Apple announced “Apple Upgrade,” an iPhone leasing program in the United States starting at $17.99 per month. The partnership with Klarna aims to address rising prices and encourage users to upgrade their devices.
Ko Chih-en proposes 4 key pillars for transport reform! Hits back at Lai Jui-lung: Don't conflate Daliaopu relocation with the general budget
Published ・ Source Taiwan | 風傳媒
Kuomintang Kaohsiung mayoral candidate Ko Chih-en proposed 4 key pillars for transport reform and signed 2 pledges. She also rebutted opponent Lai Jui-lung's attempt to link the relocation with the general budget, stressing that policy should focus on people's livelihoods.
Macron Electronics posted record second-quarter revenue and profit as NAND and eMMC products remained in short supply. Gross margin rose sharply, and the company plans to expand capacity to meet market demand.
Last “permanent National Assembly delegate” dies; 18% preferential savings rate program ends, costing the treasury NT$2.297 billion over 31 years
Published ・ Source Taiwan | 風傳媒
The last surviving first-term senior National Assembly representative, Hung Wen-shan, died in May 2025, marking the official end of the 18% preferential interest deposit program. Since its implementation in 1995, the policy has cost the national treasury more than 2.297 billion, over a period of 31 years.
AIT unveils results of Taiwan-U.S. coast guard cooperation! Kuan Bi-ling: U.S. recognizes Taiwan Coast Guard as the only law enforcement agency in Taiwan’s waters
Published ・ Source Taiwan | 風傳媒
AIT released a video on Taiwan-U.S. Coast Guard cooperation, signaling that the United States recognizes Taiwan’s Coast Guard as the sole law enforcement agency in Taiwan’s waters. Chairwoman Kuan Bi-ling called it a symbolic achievement and emphasized its importance for maintaining the rule of law in the region.
Reports of damage mount after powerful earthquake in Kumamoto, Kyushu, Japan; Kao Hung-an expresses concern and offers condolences in a Facebook post
Published ・ Source Taiwan | 風傳媒
A magnitude 7.1 earthquake struck Kumamoto Prefecture, Japan. Hsinchu City Mayor Kao Hung-an, on behalf of the city’s residents, offered condolences to Kumamoto Prefecture, Kumamoto City and Yatsushiro City, emphasizing the friendly ties between both sides and wishing the disaster victims safety.
Kaohsiung Port’s Pier 121 attracts successful bids! Plans to create a non-ferrous metals transshipment center and strengthen its role as an Asia-Pacific logistics hub
Published ・ Source Taiwan | 風傳媒
Kaohsiung Port’s Pier 121 has successfully attracted a bidder, with Kao Chyun Stevedoring securing development rights. It will build an international logistics warehouse to create a non-ferrous metals transshipment center and strengthen the port’s role as an Asia-Pacific logistics hub.
Global tech stocks are battered! South Korean stocks plunge 11%, TSMC tumbles: Is the semiconductor boom really heading for a bubble?
Published ・ Source Taiwan | 風傳媒
Advances in Chinese semiconductor technology have intensified concerns about overheating in AI-related stocks, and the South Korean market plunged 11%. Major companies including TSMC were sold off, underscoring the market’s correction.
Is the Taiwan stock market facing a wave of margin calls? The TWSE clarifies margin maintenance ratio data and urges investors not to panic
Published ・ Source Taiwan | 風傳媒
The Taiwan Stock Exchange said Taiwan’s stock market margin maintenance ratio was 175%, within a safe range, rejecting what it called excessive market concerns about forced liquidations. It urged investors to remain calm.
Lai Jui-lung urges ruling and opposition parties to work together on the central budget and major bills; backs tougher penalties for drug-impaired driving: Kaohsiung’s development cannot wait, and there must be zero tolerance for drug-impaired driving
Published ・ Source Taiwan | 風傳媒
Kaohsiung mayoral candidate Lai Jui-lung called on the ruling and opposition parties to work together to pass the central budget and major bills to prevent construction from being halted. He also backed amendments to increase penalties for drug-impaired driving, emphasizing that safety and development must go hand in hand.
Koo Li-hsiung presents the Swaziland Defence Force commander with the Second-Class Bao Ding Medal, continuing to strengthen bilateral defense exchanges
Published ・ Source Taiwan | 風傳媒
Taiwan Defense Minister Wellington Koo presented the Order of the Precious Tripod, Second Class, to Eswatini Defense Force Commander General Fakudze. The 2 countries reaffirmed closer military cooperation and exchanged their highest honors.
Powerful earthquake in Kumamoto! Lai Ching-te and the Ministry of Foreign Affairs offer condolences immediately; Taiwan’s representative to Japan reports damage on the ground: buildings collapsed, residents feared buried alive
Published ・ Source Taiwan | 風傳媒
A magnitude 7.1 earthquake struck Kumamoto Prefecture, Japan, with a maximum seismic intensity of 7. Taiwan President Lai Ching-te and the Ministry of Foreign Affairs immediately offered assistance. Collapsed buildings and isolated residents have been reported in the area.
Traveling to South Korea? From August onward, don’t just stew in silence if you encounter price gouging and sudden price hikes; Seoul amends regulations to impose heavy penalties on violators
Published ・ Source Taiwan | 風傳媒
The South Korean government will introduce severe penalties starting August 4 for price violations and touting in the lodging, restaurant and taxi industries. Even first-time offenders may face business suspensions or driving suspensions, as the government strengthens protections for tourists.