44 received, 44 listed, 4 sources
One place for news and notices from 2 countries/regions: Taiwan, 37 items from 3 sources; Japan, 7 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
An IBM study found that AI was involved in a quarter of malicious data breaches. While attacks are becoming faster and less costly, losses in the financial and energy sectors are particularly pronounced, making stronger corporate defenses an urgent priority.
Companies mentioned：Ponemon研究所
宜鼎 announced its next-generation DDR5 MRDIMM, achieving transfer speeds of 12,800 MT/s and a 60% increase in bandwidth. Aiming to eliminate the “memory wall” in AI servers, the company plans to begin shipping samples in Q4 2026.
Qualcomm landed a 10-year automotive chip deal with BMW and acquired AI software company Modular, strengthening its cross-sector AI strategy from automobiles to data centers and marking its transformation from a chipmaker into an AI platform company.
Companies mentioned：BMW、Modular
The drama 烽火佳人, starring Wu Jinyan, earned a 7.2 rating on Douban, making it her highest-rated work. It outranked 延禧攻略 and 墨雨雲間.
ASE Technology Holding COO Wu Tianyu said AI hardware manufacturing is becoming a new bottleneck not seen in 40 years. Packaging technology has advanced to the system-architecture level, and the company is leveraging its pure-play foundry model and Taiwan’s industry cluster to support the development of diverse technologies, including CoWoS and EMIB.
Companies mentioned：Intel
Spider-Man: Brand New Day contains 43 Easter eggs linking the three generations of Spider-Man, Kingpin, the New Avengers and future X-Men stories, while exploring the evolution of Peter Parker’s abilities and emotional memories.
Companies mentioned：漫威影業
ASE Technology Holding said its 310×310-millimeter panel-level packaging will enter production in the first quarter of 2027, while small-volume adoption of CPO technology could begin by the end of 2026. The move responds to strong demand for AI chip packaging performance and capacity and carries industry-leading significance.
Companies mentioned：日月光投控
日月光 faces the key challenge of expanding capacity as demand for AI advanced packaging surges. COO Wu Tianyu stressed that expanding capacity is a corporate responsibility. The company is moving ahead with 13 new plants and 8 renovation projects to meet strong customer orders.
Companies mentioned：日月光
Original日月光投控第二季營收達1,910.64億元，淨利年增180%至210.68億元，EPS 4.8元。受AI與封測需求推動，第三季營收預期再增22%，第四季封測毛利率有望破30%。
Original中聯油脂苯駢芘超標事件持續發酵，國民黨立委陳菁徽質疑中聯總經理余凌冲參與食藥署專家會議，影響下架標準討論。食藥署澄清僅列席說明，未參與決策，並已將相關資料移送檢調。
Companies mentioned：中聯油脂、食藥署、國民黨
Lian Guang Tong is considering setting up an optical fiber-drawing plant in Taiwan and accelerating its MPO and FAU plans to meet rising demand for high-speed optical transmission from AI data centers and reduce reliance on imports.
Taiwan’s 泰山企業 saw its former and current general managers detained in the 中聯發 carcinogenic oil incident and was searched over suspected insider trading related to the sale of 全家 shares. Corporate governance and legal risks are being treated as serious concerns.
Companies mentioned：中聯化学、全家便利商店、国泰金、万宝開発、台湾証券取引所
Taiwan’s Open Source Foundation has been established, investing 300 million yuan to promote an open-source AI ecosystem and aiming to build a community of thousands to boost Taiwan’s international influence in AI technology standards and governance.
Companies mentioned：緯創資通、國立陽明交通大學
Japanese Prime Minister Sanae Takaichi thanked countries for their support after the Kumamoto earthquake but did not mention Taiwan President Lai Ching-te, drawing criticism from Japanese social media users. Taiwan provided aid and donations immediately, yet was overlooked diplomatically.
Taiwan’s stock market plunged, with 台積電 and 国巨 shares falling sharply. Former legislator 郭正亮 criticized the Democratic Progressive Party government, citing its lack of achievements and inadequate response to the share-price decline. International conditions and financial risks related to AI are factors behind the drop.
Companies mentioned：国巨、台積電、Microsoft、Apple、NVIDIA、Amazon、Alphabet、Meta、Tesla
South Korea’s stock market suffered one of its biggest-ever crashes, plunging more than 33% in a single month. A memory-chip bubble and excessive leveraged investment were factors, inflicting severe losses on individual investors.
Companies mentioned：三星電子、SKハイニクス、韓国銀行
Taipei Mayor Chiang Wan-an proposed a no-confidence motion, drawing criticism from influencer Cheap, who questioned whether trading legislative seats to force the premier out was worthwhile and mocked the KMT’s strategy as misguided. The move reflects divisions within the party over its approach to confrontation.
Taiwan’s Ministry of the Interior has petitioned to dissolve the 統一促進党 on constitutional grounds. The party’s chairman, 張安楽, is poised to retaliate by seeking the dissolution of the Democratic Progressive Party. Political tensions are escalating.
The U.S. FOMC decided to leave interest rates unchanged, drawing attention to Chair Warsh’s stance. The probability of a rate hike in September is above 60%, with July and August inflation data set to be key.
Companies mentioned：富蘭克林投顧
In response to the magnitude 7.1 earthquake in Kumamoto Prefecture, the Self-Defense Forces are conducting disaster relief operations with 5,100 personnel. The dispatch of a support vessel where people can bathe and stay overnight has also been decided, bolstering assistance for daily needs.
New Taipei City and Taipei City are holding a tea-making skills competition, with 48 tea farmers vying for the chance to represent the country. New Taipei City takes pride in its 13 national championships and is promoting international tea competitions to raise the profile of Taiwanese tea.
Taoyuan’s Hakka Affairs Department launched Taiwan’s first Hakka-Mandarin bilingual professional baseball broadcast, with Hsu Chan-yuan and Chen Hsiung-wei as commentators. Combining an AI learning system with real-time interaction, it has surpassed 700,000 views, promoting everyday use of Hakka and cultural preservation.
In his final city council policy report as New Taipei mayor, Hou Yu-ih announced that the San Ying Line would extend its operating hours starting in August. He also reviewed eight years of achievements in transportation, care, healthcare and industry, highlighting the city’s governance record.
Companies mentioned：ASML、鴻海
Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, suffered huge losses due to excessive investment in AI infrastructure stocks and failed short bets on software stocks, forcing it to unwind positions. The episode highlights the risks of highly leveraged trading.
Companies mentioned：OpenAI、Situational Awareness、SK Hynix、Adobe、Nebius Group、Sandisk、Micron、CoreWeave、Anthropic、Bank of America、Goldman Sachs、JPMorgan Chase
Original高盛指出，美股短期缺乏上漲動能，企業庫藏股雖提供支撐，但選舉前觀望、資金外流與程式賣壓可能導致市場持續震盪。
Companies mentioned：高盛
Major global shipping routes beyond the Strait of Hormuz are also becoming front lines in war, with drone and missile attacks threatening economic lifelines and disrupting global trade and supply chains. Experts say shipping companies must reassess routes and build new logistics frameworks to cope with uncertainty.
Companies mentioned：Quantum Strategy、大西洋理事會、Fertistream Freight、Vespucci Maritime、Zero100、Martin Brower、馬士基
At a policy meeting of Taiwan’s central bank, several board members called for rate hikes in response to rising prices. A shift in monetary policy is being debated against a backdrop of economic polarization, and developments are drawing attention.
The yen surged more than 3% against the dollar in a single day, its biggest gain since December 2023, prompting speculation that the Japanese government had intervened in the currency market again. Officials have not confirmed it, but the pattern and timing match past interventions.
Companies mentioned：BNY Mellon、日本財務省、日銀、聯準會
Minutes from a meeting of Taiwan’s central bank pointed to the risk that expanding credit in the stock market and a cooling Taiwan stock market could drive up real estate prices. Maintaining credit-control measures has support as a way to protect financial stability.
Vicarious Surgical, a surgical robotics startup once valued at $1.1 billion, decided to liquidate in July 2026. Despite its technological innovation, the company failed to commercialize its products, serving as a warning to the medical robotics industry.
Companies mentioned：Intuitive Surgical、Medtronic、CMR Surgical
AWS and Meta are using modular construction technology to cut data center construction time by 36%. Their strategy aims to boost profitability while addressing labor shortages.
Companies mentioned：AWS、Meta、Comfort Systems、Vertiv
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Companies mentioned：株式会社ネコ不動産、ネコ不動産.com
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Companies mentioned：ハコネクト、株式会社アナログ、Geek Jack
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Companies mentioned：株式会社理想実業、どうとんぼり神座、Spin Master Ltd、Viacom International inc、株式会社ZIPANGU、株式会社RSJ GLOBAL HOLDINGS、株式会社プロデュースカンパニー、株式会社理想製麺、フーズパレット
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Companies mentioned：株式会社主婦と生活社、駄犬、東山千、PASH!文庫、コミックPASH!neo、PASH!ブックス・文庫
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Companies mentioned：MSI、エムエスアイコンピュータージャパン株式会社
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Companies mentioned：EMNW、Sony Music Labels、ORANGE RANGE、Wargasm、Jamiroquai、Kasabian、FUJI ROCK FESTIVAL、SUMMER SONIC
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Companies mentioned：株式会社MY doctors、病児保育のサニー
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Companies mentioned：中央氣象署、中央社
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Companies mentioned：泰山企業、全家便利商店、國泰金、萬寶開發
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Companies mentioned：中國企業、川普、寧德時代、工業富聯、國家隊、中國上市公司、滬深300指數、科創50指數
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Companies mentioned：冠軍建材、冠軍公司
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Companies mentioned：日本銀行