550 received, 550 listed, 5 sources ・ Page 6 of 6
One place for news and notices from 2 countries/regions: Japan, 380 items from 2 sources; Taiwan, 170 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
In response to excessive benzo[a]pyrene levels in camellia oil, the Taipei City Government announced it would open a free health consultation clinic. Health Minister Shih Chung-liang stressed that food safety should be assessed scientifically and urged the public not to panic.
Companies mentioned：永豐餘生技、中聯油脂、新北市連淨綠色科技
A Costco member struggling to choose from the many Father’s Day gift options turned to the internet for help, sparking a lively online discussion and reflecting consumer choice overload in retail.
Companies mentioned：Costco、Levi's、Braun、Nestlé
U-Theatre is setting off on another European tour, bringing 《The Heart of Vajra》 and 《Mountain Mist at Night》 to Italy, Austria, Czechia and Germany. Through drumming and physical expression, the company will showcase the depth of Taiwanese culture. The performances are part of the “2026 European Taiwan Culture Year” and carry significant cultural diplomacy value.
Companies mentioned：緯創資通、長榮航空、全漢企業
With a vast park and an international-scale mixed-use development at its core, Taipei’s Yuanshan district is transforming into a new landmark area, attracting international hotel brands and spurring development in the surrounding neighborhood.
Companies mentioned：麗寶集團、IHG、福容飯店集團、北士科輝達
Original米連邦準備制度理事会（Fed）が利上げ見送りを決定したが、内部で3票の利上げ支持が出現し、タカ派色が強まっている。国泰世華銀行は、将来の利上げ圧力に油価が影響すると分析している。
Companies mentioned：国泰世華銀行
Standard Chartered Bank's Zheng Zifeng explains investment strategies for Taiwanese and Asian stocks in light of AI capital spending and market rotation. He recommends avoiding excessive concentration and diversifying into high-quality US and Asian stocks.
Companies mentioned：月之暗面
OpenAI said its annualized recurring revenue in July exceeded that of the entire 2nd quarter, highlighting the company's financial health. The announcement comes amid preparations for an IPO and intensifying competition with Anthropic.
Companies mentioned：Anthropic、Google、NVIDIA、Moonshot AI
Original和碩董事長童子賢在AI展上表示，台灣產業的健全性比股市波動更重要，提醒大眾勿過度關注股價紅綠變化。他強調產業才是台灣的根基，股市受國際資金等外部因素影響。
Companies mentioned：Apple、和碩、韓系ブランド
Cathie Wood's Ark Invest significantly increased its holdings in SpaceX and 台積電 during a market downturn, while selling アマゾン and Alphabet. The moves reflect a consistent belief in disruptive innovation.
Companies mentioned：SpaceX、台積電、アマゾン、Alphabet、Tesla、Kratos Defense、BWX Technologies、Robinhood、Shopify、Block、Roblox
AUO returned to profitability in the 2nd quarter after 3 consecutive quarters of losses, posting after-tax net profit of NT$1.34 billion and EPS of NT$0.18. Product mix optimization and favorable exchange rates contributed to the results.
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CTBC Bank and Tokyo Star Bank jointly donated 50 million yen to support reconstruction after the Kumamoto earthquake. The gesture reflects the deep ties between Taiwan and Japan and corporate social responsibility, while strengthening local connections.
Companies mentioned：中国信託銀行、東京之星銀行
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Companies mentioned：聯電 (UMC)、UMC-US
The Bank of England is expected to leave interest rates unchanged at 3.75% for the fifth consecutive time, mainly because the Iran war has caused energy price volatility and increased inflationary pressure, while the economic outlook remains uncertain. The move would be a major boost to the new prime minister’s efforts to ease the cost-of-living crisis.
Companies mentioned：米連邦準備制度理事会、欧州中央銀行
The UK's FTSE 100 index hit a record high amid a global sell-off in semiconductor stocks. Its large weighting in financial and energy stocks attracted funds as an “anti-tech” market.
Companies mentioned：Shell、BP、HSBC、Lloyds Bank、Standard Chartered、Barclays、NatWest
Taiwan stocks saw an intense battle between buyers and sellers today, with selling pressure emerging late in the session and pushing the index down more than 100 points. Foreign investors posted heavy net sales for 3 consecutive days, and the 3 major institutional investors recorded combined net sales of NT$50.874 billion, reflecting international investors' wait-and-see stance toward Taiwan stocks in the short term. This is an important indicator of market fund flows.
Companies mentioned：台積電、聯電
Japanese Prime Minister Sanae Takaichi has decided to cut the consumption tax rate on food and nonalcoholic beverages from 8% to 1% starting next April for 2 years, aiming to ease inflationary pressures and boost public support.
Companies mentioned：自民黨、日本創新黨
Chipotle reported its financial results for the 2nd quarter, with sales and profit beating market expectations. Its “growth recipe” strategy paid off, sending its shares up 8% after hours. The results are also being watched as an indicator of US consumer trends.
Chamonix, a brand under 王品集團, plans to accelerate its expansion, adding 6 locations by the end of the year and next year, and entering department-store malls, reflecting strong market demand and growth momentum.
Companies mentioned：王品集團
Toyota Motor's global sales in the first half of 2026 declined for the first time in 2 years. The drop was driven by weakness in the Chinese market and worsening conditions in the Middle East, raising concerns about supply and demand across the auto industry.
Companies mentioned：BYD
On May 30, Taiwan stocks fell again after rebounding more than 1,000 points intraday, ending below the 40,000-point threshold, down 105.88 points. Selling pressure on electronics shares was heavy, and the OTC index plunged 2.4%. With market confidence still fragile, investors should be wary of rebounds in weak stocks.
Companies mentioned：台積電、聯電、國巨、華新科、禾伸堂、廣達、台光電、欣興、景碩、南電
Orders for 竑騰 have been booked through next year, driven by demand for Nvidia’s next-generation AI chip Rubin and advanced packaging. To address capacity constraints, its new plant will open in August, doubling capacity and sustaining operational momentum.
Companies mentioned：輝達 (NVDA-US)、日月光
The Japanese government cut its GDP growth forecast for fiscal 2026 to 0.9%. Prime Minister Sanae Takaichi faces inflation and geopolitical risks, and economic measures are expected to prove difficult.
Companies mentioned：日本銀行
As demand in the smartphone market remains weak, MediaTek is transforming its revenue mix through a partnership with Google on cloud AI chips. Mass production is expected to begin by the end of 2026, becoming a key driver of future growth.
Companies mentioned：Google、輝達、台積電、摩爾投顧
Although the Federal Reserve has kept interest rates unchanged, market rates have already risen, effectively tightening financial conditions. Juheng Fund believes inflation risks are manageable and that investment should focus on corporate earnings and long-term trends such as AI.
Companies mentioned：Zillow
Taiwanese chemical maker 南亞 (1303-TW) saw its share price surge amid growing demand for AI-related electronic materials. Foreign investors were net buyers for 4 consecutive days, and a much stronger-than-expected 2nd-quarter performance led to its target price being raised to 300 yen.
Companies mentioned：南亞科 (2408-TW)、南電 (8046-TW)
AI leaders including OpenAI, Google, Meta and Microsoft have asked the government to limit the pace of frontier AI development. They warned of runaway risks from automated AI research, reflecting a shift in the industry's thinking.
Companies mentioned：OpenAI、Anthropic、Google、Meta、Microsoft、Hugging Face
Posiflex Technology's Q2 net profit rose 58% from the previous quarter, and its EPS for the first half was NT$7.09. Rising prices for key components squeezed gross margins, but O2O solutions and a recovery in orders from Europe and Asia drove growth.
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Facts
Companies mentioned：日本總務省、日本《共同社》、《日經亞洲》
South Korea's KOSPI index plunged 33% in July as volatility surged to extreme levels. Global investors judged the risks too high and held back from buying. Leverage products and market concentration were cited as causes.
Companies mentioned：Baillie Gifford、Robeco、瀚亞投資
Israeli Prime Minister Benjamin Netanyahu met with U.S. President Donald Trump at the White House to discuss Iran and presented 3 possible responses. Netanyahu expressed doubt that the U.S. and Iran could reach an agreement and discussed with Trump further expanding economic pressure on Iran through military and nonmilitary means.
THE WHY HOW DO COMPANY Co., Ltd. filed its securities report for the 22nd fiscal year, disclosing its financial and management situation for the period from September 2025 to April 2026.
Mitsubishi UFJ Trust and Banking Corporation published its securities report for the 5th fiscal period (2025/11/01-2026/04/30).
Sekisui House Reit, Inc. published its securities report for the 23rd fiscal period, covering November 1, 2025, to April 30, 2026.
中央魚類株式会社 filed an amended securities report for its 79th fiscal year (fiscal year ended March 2026).
Companies mentioned：中央魚類株式会社
プレミアアンチエイジング株式会社 filed an amended securities report for its 16th fiscal year.
Companies mentioned：プレミアアンチエイジング株式会社
プレミアアンチエイジング株式会社 filed an amended securities report for its 15th fiscal year.
Companies mentioned：プレミアアンチエイジング株式会社
中央魚類株式会社 filed an amendment to its securities report for the 78th fiscal year. The company aims to ensure the accuracy of its financial results information.
Companies mentioned：中央魚類株式会社
Premier Anti-Aging amended its securities report for the 14th fiscal year.
Companies mentioned：プレミアアンチエイジング株式会社
トーセイ・リート投資法人 filed its securities report for the 23rd fiscal period.
Companies mentioned：トーセイ・リート投資法人
Premier Anti-Aging Co., Ltd. filed an amended securities report for its 13th fiscal year (2021/08/01–2022/07/31). This is a routine procedure to ensure the accuracy of financial information.
Premier Anti-Aging Co., Ltd. filed an amended securities report for its 12th fiscal year. This measure ensures the accuracy of financial information and is important information for investors.
Askul Corporation filed a securities report for its 63rd fiscal year (2025/05/21–2026/05/20). The company disclosed its business conditions.
中央魚類株式会社 filed an amended securities report for its 77th fiscal year. It revised historical data.
Companies mentioned：中央魚類株式会社
KDX不動産投資法人 filed a securities report for its 42nd fiscal year. It disclosed its operating conditions from 2025年11月 to 2026年4月.
Companies mentioned：KDX不動産投資法人
株式会社SMBC信託銀行 published a securities report for its 3rd fiscal year (2025/11/01–2026/04/30).
中央魚類株式会社 filed an amended securities report covering its 76th fiscal year.
Moncler S.p.A. filed an amended securities report. This procedure is intended to ensure the accuracy of information.
株式会社中山カントリークラブ filed a securities report for its 65th fiscal year. It disclosed its performance for 2025/05/01–2026/04/30.
中央魚類株式会社 announced an amendment to its securities report for its 75th fiscal year.