# AI News 180m Report｜2026-07-30 18:00–21:00 JST｜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.

## 〈Taiwan Dollar〉Fed divided internally! Dollar dips below 32.5 intraday again; central bank steps in to stem depreciation, closing at 32.454

- Published: 2026-07-30T19:50:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552818
- anchor: #n1754812
- 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

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.

## Memory market to diverge in 2027: DRAM tight, NAND Flash may reverse course and fall

- Published: 2026-07-30T19:45:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552821
- anchor: #n1754813
- Companies mentioned: TrendForce、Intel、AMD、CSP（クラウドサービスプロバイダー）

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.

## Unimicron’s transformation continues as Q2 losses narrow; still posts a loss of NT$4.27 per share in the first half of 2026

- Published: 2026-07-30T19:41:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552822
- anchor: #n1754814

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 raises prices only for 316 products in August, by NT$2,000 per metric ton; prices of other products remain unchanged

- Published: 2026-07-30T19:40:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552819
- anchor: #n1754815

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 cautious on Q3 operations as PC demand comes under pressure; benefits of price hikes to emerge starting this quarter

- Published: 2026-07-30T19:39:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552807
- anchor: #n1754816

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.

## Chinese Communist Party Politburo meeting sets policy direction: proactive fiscal policy and moderately loose monetary policy in the second half, with stepped-up efforts to expand domestic demand

- Published: 2026-07-30T19:38:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552713
- anchor: #n1754817
- 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

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## Major inheritance and gift tax reform! Gifts to a spouse within 2 years before death to be included in taxable estate; estate assets can be used to pay tax under expanded rules

- Published: 2026-07-30T19:35:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552806
- anchor: #n1754818

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.

## Financial Supervisory Commission approves Chang Hwa Bank office in Phoenix, Arizona, targeting industry cluster driven by TSMC

- Published: 2026-07-30T19:31:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552723
- anchor: #n1754819
- 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

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.

## 安聯投信進軍主動式ETF滿周年 投資長看台股：股價已落入合理買點

- Published: 2026-07-30T19:30:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552467
- anchor: #n1754820
- Companies mentioned: NVIDIA

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.

## SinoPac Securities courts younger investors, brings in “Captain” to analyze AI bubble concerns

- Published: 2026-07-30T19:22:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552717
- anchor: #n1754821
- Companies mentioned: 台積電、輝達

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.

## Taiwan stocks have fallen 6192 points since July; foreign investors’ net selling tops NT$800 billion as local and foreign institutions shift to financial holding stocks for hedging

- Published: 2026-07-30T19:18:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552716
- anchor: #n1754822
- 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

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.

## AI adds value to air cargo; Dimerco’s Chien Wen-chun: AI’s realization depends on logistics

- Published: 2026-07-30T18:42:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552711
- anchor: #n1754601

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.

## National drone team’s 5-year plan unveiled! Kung Ming-hsin: coordinate budgets to fill gaps and aim for 100% domestic production of complete aircraft

- Published: 2026-07-30T18:38:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552624
- anchor: #n1754602
- Companies mentioned: 中油、巨大、台積電

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.

## 〈ASE Technology earnings call〉LEAP revenue estimated to exceed US$3.5 billion this year, then double again next year

- Published: 2026-07-30T18:36:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552615
- anchor: #n1754603
- Companies mentioned: 日月光投控、LEAP

Facts:
- 今年 LEAP 先進封裝服務營收將優於原先 35 億美元目標
- Third-quarter revenue to rise 21% to 22% quarter on quarter
- Gross margin to range from 20.5% to 21.5%
- Operating margin estimated at 11.5% to 12.5%
- Gross margin expected to rise to 28% to 29%
- Electronic manufacturing services (EMS) revenue estimated to rise about 40% quarter on quarter
- Operating margin to range from 3.2% to 3.4%
- Full Process 業務今年營收目標約 3 億美元
- Full-year revenue growth forecast for the general packaging and testing business, from the original year-on-year increase of 13

## Bloomberg simulates an AI bubble burst: global GDP could lose US$1.6 trillion

- Published: 2026-07-30T18:23:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552444
- anchor: #n1754604
- Companies mentioned: 彭博經濟研究、台積電、三星電子、SK海力士、輝達、微軟、Meta

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.

## Broad market enters historically oversold territory! National Stabilization Fund steps in to support stocks; is a dramatic rebound signal emerging?

- Published: 2026-07-30T18:20:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552710
- anchor: #n1754605
- 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)

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.

## Cnyes Investment Radar》How much do you need to save to avoid being tied down by work?

- Published: 2026-07-30T18:14:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552621
- anchor: #n1754606
- Companies mentioned: 鉅亨買基金

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.

## Is a buying opportunity for gold emerging? 台積電、大立光、國巨

- Published: 2026-07-30T18:14:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552651
- anchor: #n1754607
- Companies mentioned: 台積電、大立光、國巨

Taiwan’s stock market has undergone a correction, but fundamentals remain strong, and the AI and semiconductor industries have long-term advantages.

## 〈ASE Technology earnings call〉AI demand surges; capital expenditure raised for the second time, estimated at US$10.5 billion this year

- Published: 2026-07-30T18:01:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552552
- anchor: #n1754360

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.

## Cnyes Investment Radar》Fed holds rates steady, but bond yields surge first! What’s the next investment move amid inflation concerns?

- Published: 2026-07-30T17:52:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552556
- anchor: #n1754361
- Companies mentioned: 鉅亨買基金

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.

## 〈Hong Kong stocks after the close〉Sector trends diverge; education stocks lead gains, tech stocks fall across the board, Hang Seng Index edges up

- Published: 2026-07-30T17:42:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552554
- anchor: #n1754362
- 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

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%.

## 大統益 posts strong Q2 earnings; first-half after-tax profit reaches NT$753 million, up 19.8%, EPS NT$4.71

- Published: 2026-07-30T17:34:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552523
- anchor: #n1754363
- Companies mentioned: 統一 (1216-TW)、大成 (1210-TW)

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.

## 東佑達 to enter the emerging stock market on August 6 at a reference price of NT$150; AI and semiconductors power double-digit full-year revenue growth

- Published: 2026-07-30T17:34:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552522
- anchor: #n1754364
- Companies mentioned: 蘋果 (AAPL-US)

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.

## 〈China stocks after the close〉Three major indexes fall, but losses narrow significantly

- Published: 2026-07-30T17:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6551427
- anchor: #n1754365
- Companies mentioned: 東吳証券、東方証券

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.

## Why are U.S. stocks and bonds crashing together? Warsh’s remark angers “bond vigilantes”

- Published: 2026-07-30T17:20:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552263
- anchor: #n1754366
- Companies mentioned: Natixis、Highline Asset Management、Brandywine Global Investment Management、Interactive Brokers

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.”

## U.S. corporate share buyback wave fades, potentially becoming the market’s latest warning sign

- Published: 2026-07-30T17:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6552254
- anchor: #n1754367
- Companies mentioned: Ned Davis Research、Alphabet、Meta、Microsoft、Amazon、Oracle、高盛、FactSet

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.