# AI News 180m Report｜2026-07-29 06:00–09:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Japan, 73 items from 1 source; Taiwan, 40 items from 3 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 美國首批GB300 AI晶片誕生 台積電美國廠跨入量產時代

- Published: 2026-07-29T06:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548988
- anchor: #n1733321
- Companies mentioned: 輝達、台積電

台積電美國廠成功量產輝達GB300 AI晶片，代表美國具備先進AI晶片製造能力。然而封裝仍需返台，供應鏈尚未完全在地化。

## 【Yuen Chi-fung Column】Hong Kong stocks’ rebound may be nearing its end

- Published: 2026-07-29T05:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548979
- anchor: #n1733322
- Companies mentioned: 安踏體育、小米、智譜、美團、華虹宏力、中芯國際、網易、京東、農夫山泉、百威亞太、康師傅、恒安國際、華潤啤酒、蒙牛乳業、建設銀行、中國銀行、老鋪黃金、寧德時代、周大福、中國人壽、中國鋁業、百濟神州、洛陽鉬業、創科實業、泡泡瑪特、百度、地平線機器人、零跑汽車、理想汽車、商湯、騰訊音樂、同程旅行、蔚來、比亞迪、聯想、攜程、中金公司、中信証券、國泰海通、五礦資源、江西銅業、贛鋒鋰業、天齊鋰業

港股反彈接近尾聲，市場建議觀望。安踏體育被推薦為今日推介股，目標價85.0港元，止損價74.0港元。板塊表現分化，電動車與消費股走強，AI與礦業股下跌。

## 〈Energy after the close〉Hopes for a U.S.-Iran ceasefire grow；oil falls for 3 straight sessions，down 16% in total to a two-week low

- Published: 2026-07-29T05:29:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548980
- anchor: #n1733323
- Companies mentioned: アメリカ、イラン、OPEC+

Military clashes between アメリカ and イラン have temporarily subsided, sending international oil prices lower. However, shipping through the Strait of Hormuz remains unstable, and supply risks persist.

## Good morning，World》7.1-magnitude quake in Kumamoto；Aeon mall explosion kills 2；Japan Meteorological Agency urges vigilance for major quakes over the next week

- Published: 2026-07-29T08:47:30+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607295001.aspx
- anchor: #n1733763
- Companies mentioned: 永旺夢樂城熊本、日本放送協會（NHK）、豐田汽車、普利司通輪胎、台積電、研華、台達電、友懇、東京之星、艾司摩爾、台灣高等院、玩色創意、瑞博國際、八仙公司、疾病管制署、國防部、文化總會、美國在台協會（AIT）、海巡署、美國海岸巡防隊、立法院、內政部、台中地院、台灣大學

Facts:
- Magnitude 7.1 earthquake
- About 217,000 people were subject to evacuation orders
- Self-Defense Forces mobilize 3,600 personnel for disaster relief
- At least 48,000 households lose power
- Closes at 41,603.36 points
- fell 2030.83 points
- Trading value rises to NT$809

## AIT unveils Taiwan-U.S. coast guard cooperation；analysts say Beijing’s intentions toward Taiwan will not succeed

- Published: 2026-07-29T08:32:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202607290018.aspx
- anchor: #n1733745
- Companies mentioned: 美國在台協會、台灣海巡署、德國馬歇爾基金會、美國企業研究所

## Taiwan representative to Brazil Liao Chih-hsien honored by 扶輪社，highlighting the results of Taiwan-Brazil exchanges

- Published: 2026-07-29T08:11:48+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607290017.aspx
- anchor: #n1733738
- Companies mentioned: 扶輪社、Radar DF

Facts:
- Attracts more than 38,000 扶輪社 members from 140 countries worldwide
- About 70 扶輪社 members attend

## 熊本強震永旺夢樂城坍塌 NHK：2名20多歲女子亡

- Published: 2026-07-29T07:19:43+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607290016.aspx
- anchor: #n1733577
- Companies mentioned: 日本放送協會（NHK）、永旺夢樂城、美國有線電視新聞網（CNN）、朝日電視台（TV Asahi）

Facts:
- A magnitude 7.1 earthquake
- 6 people rescued from the site
- 20 to 30 employees missing

## 美參議員葛蘭姆喪禮 俞大㵢出席向台灣堅定盟友致敬

- Published: 2026-07-29T07:01:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607290015.aspx
- anchor: #n1733570
- Companies mentioned: 葛蘭姆、俞大㵢、澤倫斯基、尼坦雅胡、川普、葛蘭姆．諾多恩、賴清德、蕭美琴

Facts:
- Aged 71
- 葛蘭姆’s last visit to Taiwan was in 2022
- First elected to the U.S. Senate in 2002
- Took office in 2003
- Briefly ran for president in 2016

## Tap water turns cloudy after major quake；Kumamoto city government urges residents not to drink it for now

- Published: 2026-07-29T06:54:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607290014.aspx
- anchor: #n1733448
- Companies mentioned: 熊本市上下水道局、英國廣播公司、BBC News

Facts:
- A magnitude 7.1 earthquake
- Aged 26
- Nearly 2 years

## Growing concerns over AI boom；U.S. stocks end mixed

- Published: 2026-07-29T06:43:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607290013.aspx
- anchor: #n1733447
- Companies mentioned: 華爾街

Facts:
- Dow Jones Industrial Average rises 537.24 points，or 1.03%
- Closes at 52,747.32 points
- S&P 500 edges up 15.60 points，or 0.21%
- Closes at 7,428.78 points
- Nasdaq falls 55.17 points，or 0.22%
- Closes at 24,876.91 points
- Philadelphia Semiconductor Index plunges 519.20 points，or 4.49%
- Closes at 11,035.68 points
- Philadelphia Semiconductor Index plunges more than 4%

## 蘋果 market value hits $5 trillion，second company ever after 輝達

- Published: 2026-07-29T06:13:33+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202607290012.aspx
- anchor: #n1733444
- Companies mentioned: 蘋果、輝達、Google、Meta、Alphabet、微軟、Siri

Facts:
- Market value reaches 5兆360億 dollars
- Market value retreats to $4.98 trillion
- Market value reaches $4.78 trillion
- Touches a high of $342.89
- Reaches $339.33
- Closed at $197.01
- Rose 1.77%
- The gain narrowed to 0.72%
- Edged up 0.25%
- Rose about 25%
- Revenue is expected to grow 15% from the same period last year

## Cooling tensions in the Middle East send international oil prices to their biggest 3-day decline since 2020

- Published: 2026-07-29T06:05:31+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202607290011.aspx
- anchor: #n1733443
- Companies mentioned: 紐約商品交易所、倫敦北海布倫特

Facts:
- West Texas Intermediate crude for September delivery fell $3.35, or 4.06%
- to $79.26 a barrel
- 倫敦北海布倫特 crude for September delivery fell $4.27, or 4.83%
- to $84.09 a barrel

## Unboxing Old Photos》The Shisanhang Site That Rewrote Taiwan's History

- Published: 2026-07-28T22:04:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202607285002.aspx
- anchor: #n1733644
- Companies mentioned: 台灣大學、中央社

Facts:
- About 1800 to 500 years ago
- The area actually preserved is only about 1/9