326 received, 326 listed, 4 sources ・ Page 4 of 4
One place for news and notices from 2 countries/regions: Taiwan, 169 items from 3 sources; Japan, 157 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
The アメリカ連邦準備制度理事会（Fed） held interest rates steady, but 3 committee members dissented and called for a rate hike. The New Taiwan dollar briefly fell below 32.5 yuan amid foreign capital outflows, but ended at 32.454 yuan after central bank intervention.
Companies mentioned：アメリカ連邦準備制度理事会（Fed）、台北与元太外匯市場
In 2027, DRAM supply is expected to remain tight due to AI demand, while NAND Flash could face oversupply as new capacity increases. TrendForce analyzed market trends.
Companies mentioned：TrendForce、Intel、AMD、CSP（クラウドサービスプロバイダー）
Unimicron’s losses narrowed in the second quarter of 2026, with its gross margin turning positive at 4.3%, mainly benefiting from shipments of new smart glasses and AI server products and an improved notebook product mix, signaling early results from its transformation.
Walsin Lihwa is raising prices only for 316 stainless steel products in August, by NT$2,000 per metric ton, while prices of other products will remain unchanged. The move comes amid a stronger U.S. dollar and rising raw material costs, but the company is holding back from across-the-board increases to maintain competitiveness for customers.
Realtek Semiconductor held an earnings call, saying it is taking a cautious view of third-quarter operations amid weak PC demand and rising costs. However, price increases and product upgrades are expected to support growth in its major product lines for the full year, with networking and automotive markets particularly promising.
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Companies mentioned：上海易居房地産研究院、広東省城規院住房政策研究センター
Taiwan’s Executive Yuan has approved amendments to the Estate and Gift Tax Act, bringing assets gifted to a spouse within 2 years before the decedent’s death into the taxable estate. The amendments also reform tax liability and installment payment mechanisms to improve tax fairness.
The Financial Supervisory Commission has approved Chang Hwa Bank’s establishment of a representative office in Phoenix, Arizona, to support the industry cluster formed by the 台積電 supply chain, strengthen cross-border financial services for Taiwanese businesses, and reflect the faster international expansion of Taiwan’s financial institutions.
Companies mentioned：台積電、臺灣銀行、臺灣土地銀行、合作金庫商業銀行、第一商業銀行、華南商業銀行、兆豐國際商業銀行、臺灣中小企業銀行、永豐商業銀行、玉山商業銀行、中國信託商業銀行
Allianz Investment Trust marks its 1-year anniversary in active ETFs. Chief Investment Officer Chang Wei-min said Taiwan stocks have reached reasonable buying levels and previewed the launch of an Asia semiconductor ETF in the third quarter, highlighting confidence in the long-term prospects of the U.S.-Taiwan AI supply chain.
Companies mentioned：NVIDIA
To capture the young investor market, SinoPac Securities invited analyst “Captain” and KOL 巴逆逆 to discuss concerns about an AI bubble, strengthening the brand’s connection with younger audiences. The move highlights its strategy of deepening user education through high-quality video content.
Companies mentioned：台積電、輝達
Taiwan stocks have fallen a cumulative 6192 points since July, with foreign investors’ net selling exceeding NT$800 billion and funds shifting to financial stocks for hedging. Market confidence has wavered, and the index has fallen below 40,000 points, reflecting investor concerns about the outlook.
Companies mentioned：合庫金、玉山金、臺企銀、第一金、兆豐金、國泰金、華南金、永豐金、台積電、鴻海、聯電、友達、廣達
Dimerco held its 55th anniversary supply chain summit, emphasizing that AI’s realization depends on logistics. Chairman Chien Wen-chun said AI infrastructure requires coordinated global transport, and the company will use its core capabilities to support high-value logistics from Asian manufacturers to data centers worldwide.
Economy Minister 龔明鑫 announced a 5-year coordinated plan to achieve full domestic production of drones. The plan will use the budget to close technology gaps and promote industrial self-reliance. He also discussed international human rights issues and stabilizing energy supplies.
Companies mentioned：中油、巨大、台積電
Summary not yet available
Facts
Companies mentioned：日月光投控、LEAP
Bloomberg simulated a potential AI bubble burst that could cost the global economy US$1.6 trillion in GDP, severely impacting economies including those of the United States, Taiwan and South Korea and prompting doubts about AI technology’s profitability.
Companies mentioned：彭博經濟研究、台積電、三星電子、SK海力士、輝達、微軟、Meta
Following the FOMC’s halt to rate hikes, Taiwan stocks briefly rebounded by a thousand points before adjusting lower. Margin loan balances plunged from historic levels, and the market entered deeply oversold territory. Intervention by the National Stabilization Fund has raised hopes that the market has bottomed out.
Companies mentioned：台積電 (2330-TW)、聯發科 (2454-TW)、台達電 (2308-TW)、國巨 (2327-TW)、創意 (3443-TW)、欣興 (3037-TW)、台光電 (2383-TW)、長廣 (7795-TW)
鉅亨買基金 analyzed how much savings are needed to become free from work, highlighting the importance of living expenses, inflation, savings rates and market choices. It said strategic asset management is essential to achieving financial freedom.
Companies mentioned：鉅亨買基金
Taiwan’s stock market has undergone a correction, but fundamentals remain strong, and the AI and semiconductor industries have long-term advantages.
Companies mentioned：台積電、大立光、國巨
Driven by a surge in AI-fueled demand for advanced packaging, ASE Technology has again raised capital expenditure to US$10.5 billion, a record high. The move reflects strong confidence in future demand and a strengthening of its market leadership.
The Fed held off on a rate hike, but bond yields rose, effectively tightening financial conditions. Inflationary pressures outside energy prices remain limited, while wage and rent increases have slowed.
Companies mentioned：鉅亨買基金
Hong Kong stocks traded in a narrow range on Thursday, with education stocks leading gains while tech stocks fell across the board, and the Hang Seng Index edging up 0.2%. Education stocks benefited from strong results by industry leaders, with 新東方-S surging 18.84% throughout the day. Tech stocks fell as AI hardware, chip and optical communications shares declined across the board, with 華虹宏力 plunging 8.26% and 中芯國際 falling 7.74%.
Companies mentioned：新東方-S、華虹宏力、中芯國際、中國海洋石油、渣打集團、復星國際
大統益 reported second-quarter 2026 financial results, with after-tax net profit of NT$381 million, up 18.97% year on year. Cumulative first-half profit reached NT$753 million, up 19.8%. Its major shareholders, Uni-President and the Dachan Group, continue to strengthen the company’s core business competitiveness.
Companies mentioned：統一 (1216-TW)、大成 (1210-TW)
東佑達 will be listed on the emerging stock market on August 6 at a reference price of NT$150. Benefiting from demand for AI and semiconductors, first-half revenue rose 41% year on year, and full-year growth is expected to be in the double digits, reflecting strong momentum in its technology strategy and market expansion.
Companies mentioned：蘋果 (AAPL-US)
China’s three major A-share indexes fell across the board on the 30th, but losses narrowed in the afternoon as the market gradually recovered. Analysts said a global liquidity turning point has arrived, but the AI industry trend has not been invalidated, and a recovery in tech stocks is expected.
Companies mentioned：東吳証券、東方証券
The simultaneous decline in U.S. stocks and bonds was caused by remarks from Fed Chair Warsh that undermined market confidence. Investors worried about a lack of resolve to curb inflation, prompting a backlash from “bond vigilantes.”
Companies mentioned：Natixis、Highline Asset Management、Brandywine Global Investment Management、Interactive Brokers
Share buybacks by U.S. companies have slowed in 2026, amid increased AI investment and worsening financial conditions. This is a warning sign that the market may be at a turning point.
Companies mentioned：Ned Davis Research、Alphabet、Meta、Microsoft、Amazon、Oracle、高盛、FactSet