715 received, 715 listed, 5 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Japan, 574 items from 2 sources; Taiwan, 141 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Goldman Sachs analyzed rising memory prices driven by AI demand and maintained its buy rating on 三星電子. HBM prices are expected to rise 87% in 2027, with long-term contracts contributing to stable earnings.
Companies mentioned：三星電子
Original愛德萬測試公布優於預期的財報並上調全年展望，帶動日本半導體設備股與在台掛牌的日本半導體ETF大漲逾5%。此反映AI驅動的測試需求持續升溫。
Companies mentioned：愛德萬測試、東京威力科創、迪思科、台新日本半導體、中信日本半導體
Industrial PC maker 樺漢 signed a memorandum of cooperation with the Singapore Manufacturing Federation (SMF) in the semiconductor and AI fields. This is an important step toward accelerating the global deployment of physical AI.
Companies mentioned：Google Cloud、鴻海、Arm、Intel、Kontron、Nera Telecommunications、帆宣、瑞祺電通
Billionaire Mark Cuban and investor Michael Burry warned against excessive reliance on NVIDIA amid the AI boom, pointing to the risk of a chain reaction across the market.
Companies mentioned：NVIDIA、OpenAI、Microsoft、CoreWeave、SK Hynix
TechInsights released its report on the DRAM market in Q2 2026. AI demand has put HBM at the center of the market, fundamentally transforming pricing and profit structures. サムスン, SKハイニクス and マイクロン are reaping huge profits.
Companies mentioned：TechInsights、サムスン、SKハイニクス、マイクロン、輝達、長鑫存儲
Original富邦媒子公司富昇物流因業務成長，全台招募百名配送司機，提供平均月薪近7萬、年收破百萬的優渥待遇，強調穩定貨量與公司負擔工作成本，吸引具外送經驗人才。
Companies mentioned：富邦媒、富昇物流
The National Development Council announced the second-quarter results of its New Ten AI Projects. The use of AI in legal services, education and healthcare is advancing, accelerating the efficiency of social infrastructure. Results with a direct impact on people’s lives are becoming evident.
Original台股盤中跌逾2000點，但歷史數據顯示後市平均漲幅可觀，正報酬機率達100%。群益投信建議逢低布局台股ETF，尤其看好AI供應鏈與主動式ETF的長期機會。
Companies mentioned：群益投信
The United States and Saudi Arabia carried out airstrikes on Iran-backed armed groups in 7 Iraqi provinces, causing numerous casualties. The Iraqi government condemned the strikes as a violation of its sovereignty, further escalating tensions in the Middle East.
Companies mentioned：米軍中央司令部、サウジアラビア国防省、人民動員組織
Samsung’s semiconductor division posted record-high profits amid surging AI demand, while soaring memory prices pushed its smartphone business into the red for the first time in 17 years. The growing divide between the company’s businesses driven by AI has become striking.
Companies mentioned：三星証券
The Federal Reserve held off on raising interest rates, but markets expressed distrust of Chair Powell’s remarks, sending long-term yields sharply higher. Stocks also plunged, putting the credibility of monetary policy in question.
Companies mentioned：盈透證券、Wolfe Research、花旗、Conning、Meta、Microsoft
Seagate argues that the next leap in AI performance will come not only from advances in GPUs but also from optimizing storage architecture. Leveraging KV cache can reduce costs and improve efficiency.
Companies mentioned：輝達、SK海力士
中際旭創, a major Chinese optical communications company and an NVIDIA supplier, listed in Hong Kong. Its opening price was 1.8% below the offering price, and it raised about 52.9 billion yen. The company is attracting attention as an infrastructure-related stock amid expanding AI demand.
Companies mentioned：NVIDIA、淡馬錫、モルガン・スタンレー、ベライザー、アリババ、テンセント、周大福
台光電 posted net profit of 9.87 billion yuan in the second quarter of 2026, setting a new quarterly record. EPS for the first half was 42.46 yuan, and the share price also rebounded. Expanding AI demand provided a tailwind.
Companies mentioned：欣興 (3037-TW)
Investment Corporation Mirai filed its securities report for the 20th fiscal period (2025/11/01-2026/04/30), reporting on its operating performance.