AI News 180m Report｜2026-07-30 12:00–15:00 JST｜Page 8 of 8https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.htmlOne 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.en AI demand lifts memory stocks! Goldman Sachs recommends buying Samsung: DRAM prices rise by double digits for 2 consecutive quarters, while HBM is forecast to surge 87% next yearhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750526https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750526Thu, 30 Jul 2026 12:20:05 +0900Taiwan鉅亨網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. 〈焦點股〉愛德萬測試財報報喜 2檔日本半導體ETF大漲逾5%https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750527https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750527Thu, 30 Jul 2026 12:18:36 +0900Taiwan鉅亨網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。 Ennoconn joins forces with the Singapore Manufacturing Federation to shape a new landscape for semiconductors and AIhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750528https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750528Thu, 30 Jul 2026 12:12:02 +0900Taiwan鉅亨網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. Cuban and Burry warn: Overreliance on Nvidia amid the AI boom raises riskshttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750529https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750529Thu, 30 Jul 2026 12:10:03 +0900Taiwan鉅亨網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. TechInsights Q2 DRAM market report: AI reshapes pricing and supply and demand, with HBM emerging as the industry’s new leading playerhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750171https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750171Thu, 30 Jul 2026 12:00:04 +0900Taiwan鉅亨網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. 富邦媒釋出百名配送司機職缺 平均月薪7萬元 年薪上看百萬https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750172https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750172Thu, 30 Jul 2026 11:58:08 +0900Taiwan鉅亨網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。 A powerful AI assistant! AI’s new ten major initiatives show their strength in Q2, debuting a legal-sector LLM that can instantly search through 16 million cases in 1 yearhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750173https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750173Thu, 30 Jul 2026 11:57:20 +0900Taiwan鉅亨網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. Historical data: When Taiwan stocks fall more than 2,000 points intraday, the probability of positive returns over every subsequent period is 100%https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750174https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750174Thu, 30 Jul 2026 11:50:39 +0900Taiwan鉅亨網台股盤中跌逾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。 Saudi Arabia joins in, teaming up with the US to bomb 7 Iraqi provinces at oncehttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750175https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750175Thu, 30 Jul 2026 11:49:27 +0900Taiwan鉅亨網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. 〈Earnings〉AI is both Samsung’s triumph and its downfall! Semiconductor division rakes in profits, while mobile business reports its first-ever losshttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750176https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750176Thu, 30 Jul 2026 11:39:43 +0900Taiwan鉅亨網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. Bond market doubts Warsh’s inflation-fighting pledge; soaring yields expose his “bluff”https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750177https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750177Thu, 30 Jul 2026 11:30:02 +0900Taiwan鉅亨網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. 希捷：輝達下一波AI升級關鍵可能不是GPUhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750178https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750178Thu, 30 Jul 2026 11:15:37 +0900Taiwan鉅亨網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. Nvidia supplier Innolight lists in Hong Kong today; shares fall nearly 2% in morning tradinghttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750179https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750179Thu, 30 Jul 2026 11:09:49 +0900Taiwan鉅亨網中際旭創, 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. 〈Focus stocks〉Elite Material posts strong first-half EPS of NT$42.46, joining 欣興 as one of two leaders in the electronics stock reboundhttps://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750180https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750180Thu, 30 Jul 2026 11:04:20 +0900Taiwan鉅亨網台光電 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. Securities Report (Domestic Investment Securities)—20th Fiscal Period (2025/11/01–2026/04/30)https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750416https://ainews.idaeo.ai/180m/20260730-12/index-en-p8.html#n1750416Thu, 30 Jul 2026 12:30:00 +0900JapanEDINET 金融庁開示Investment Corporation Mirai filed its securities report for the 20th fiscal period (2025/11/01-2026/04/30), reporting on its operating performance.