Original豊橋市の「新アリーナ整備」へ 大東建託と大杉運輸が企業版ふるさと納税で寄附
Summary not yet available
Facts
- Original豊橋市へ100万円が寄附されました
- Received a certificate for a 1 million yen donation
Companies mentioned：豊橋市、大東建託株式会社、株式会社大杉運輸
2026-07-31 06:00–09:00 JST
191 received, 191 listed, 5 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 122 items from 4 sources; Japan, 69 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Japan | PR TIMES (continued)（69）
Recording the sound of Shiraito Falls, echoing through a mountain of ascetic practice: the 23rd release in the “Sounds of Ehime” sauna outdoor relaxation BGM series [Ehime Prefecture, Kisuke no Yu]
Summary not yet available
Facts
- The 23rd release in the “Sounds of Ehime” series
- Aug. 1, 2026 (Sat.)
- A waterfall with a drop of approximately 15 meters
- A history of approximately 700 years
- Approximately 440 meters above sea level
Companies mentioned：キスケ株式会社、kSc、Kisuke Sauna Club
No decision was made to use puberulic acid, yet it was frequently mentioned at meetings
Summary not yet available
Facts
- 5 documents were disclosed
- The disclosure was limited to 1 inspection report dated March 31, Reiwa 7
Companies mentioned：株式会社薫製倶楽部、小林製薬、大阪市
New brand “SHINRA,” embodying “a presence you can sense,” launches
Summary not yet available
Facts
- Developed cancer in their 30s
Companies mentioned：株式会社MUSEL、SHINRA
[Nagasaki, Iki] A glamping facility with a secluded private space opens on Iki Island, surrounded by nature
Summary not yet available
Facts
- Approximately 1 hour by high-speed ferry
- About 15 minutes by car
- About 25 minutes by car
- For stays between 8/1 and 9/30
- Limited to guests staying between 2026/08/1 and 2026/09/30
Companies mentioned：仁Studio株式会社、天比登都、凪音、一音
Smiles spread from Ginza; wear good fortune. UNIQLO TOKYO collaboration, “UTme!×七福神あられ®,” begins Saturday, August 1
Summary not yet available
Facts
- Starting August 1, 2026
- Original2026年8月1日（土）〜8月31日（月）
- August 1, 2026 (Saturday)–June 30, 2027 (Wednesday)
- Original「七福神あられ®」オリジナルスタンプ全40種
- Basic T-shirt: 1,990 yen
- KIDS Basic T-shirt (short-sleeved), 1,500 yen
- Sweatshirt, 3,990 yen
- Purchase “七福神あられ®” products worth 1,000 yen (tax included)
Companies mentioned：株式会社幸煎餅、UNIQLO、UNIQLO TOKYO、ユニクロ 銀座店、株式会社ファーストリテイリング
Notice regarding the decision to postpone the opening of the Sefa-utaki XR Theater
Summary not yet available
Companies mentioned：Garnish Okinawa 合同会社、DMOなんじょう株式会社
“Fandom Links Regional Revitalization Package” launches to foster ties with local communities
Summary not yet available
Facts
- Capital: 10 million yen
- Launch: July 2026
Companies mentioned：ファンダムテック株式会社、東京都港区、広島県神石高原町
AI organizes voice recordings and free-text input into care records; “Kaigos” begins customer validation
Summary not yet available
Facts
- There were approximately 2.15 million care workers in fiscal 2022
- Approximately 2.4 million in fiscal 2026
- An estimated approximately 2.72 million will be needed by fiscal 2040
- People aged 65 or older make up 24.0% of home-care workers nationwide
- Wakayama Prefecture’s aging rate was 33.9% as of January 2025
- The national aging rate was 29.3% as of October 2024
Companies mentioned：株式会社Kaze、Kaigos
[Big Sight venue survey] Breakdown of AI costs: more than 80% “don’t know” — on-site interviews at “Google Cloud Next Tokyo 26” (n=30)
Summary not yet available
Facts
- 11 of 30 respondents said costs had “increased” (combined total of “increased significantly,” “increased somewhat,” and “probably increased”)
- 4 of 30 respondents said they “understood” the breakdown of those costs
- 16 respondents said they “didn’t know”
- Together, 26 of 30 respondents said they “didn’t really understand” or “couldn’t fully understand” the breakdown
- Cost savings of up to 20%
- 49.8% of AI users use “shadow AI”
- 84% of organizations struggle to manage cloud spending
Companies mentioned：株式会社〇、LEI,inc.、Google Cloud、AWS、Flexera
[Free online seminar for business leaders] “Learn the basics of using Claude Code over lunch,” to be held on August 12
Summary not yet available
Facts
- More than 20 members at their own company
- More than 30 AI agents
- 12 p.m. on Wednesday, August 12, 2026
- 60 minutes during the lunch break
Companies mentioned：DAIJOBU株式会社、Claude Code
[Immersive LED space becomes a cosplay photography stage] B.B.S. Event Dining to hold its first photography and dance stage in partnership with popular cosplay event “acosta!@ATC” on Sunday, August 2!
Summary not yet available
Facts
- Classic-modern space covering approximately 300 m²
- Sunday, Aug. 2, 2026, 13:00–16:00
Companies mentioned：B.B.S. Event Dining、acosta!@ATC、グランドプリンスホテル大阪ベイ
[Speaking professional Kaori Chiba to appear!] Archive streaming begins for “New Graduate Recruitment Mirai Conference 2026 Summer” <through Aug. 12>
Summary not yet available
Facts
- Approximately 800 people have registered
- A track record of supporting more than 350 organizations
- Speech and communication coaching for more than 7,000 people
- Produced and distributed a cumulative total of 88,000 interactive videos
- Total views exceed 90 million
Companies mentioned：MIL株式会社、株式会社Momentor、株式会社カエカ、住友林業ホームエンジニアリング株式会社、DeNA
Social VR racing game Mayhem Dash : Sky City with Sanrio Characters launches
Summary not yet available
Facts
- Enjoy racing with up to 10 players
- Early access begins: July 31, 2026
- *Founder Season period: July 31, 2026–August 28, 2026
Companies mentioned：株式会社Thirdverse、株式会社サンリオ、Meta
A refined silver barrel makes everyday photography even more enjoyable. Silver model of the full-frame-compatible AF prime lens “SG-image AF 35mm F2.2” now available in L-mount
Summary not yet available
Facts
- Manufacturer's suggested retail price: \38,000 (tax included)
- Its lightweight design makes this lens easy to carry, even when attached to a camera.
- Manufacturer’s warranty: 2 years (covers natural defects)
Companies mentioned：2ndfocus、E&Iクリエイション株式会社、SG-image、ソニー、ニコン、ライカ、AstrHori、Viltrox、MR.DING、Thypoch、YUWOOD、AKuser BE THE ULTIMATE、POLAR
The garment you “PASSTO” can help build a waste-free future. The “1Buy→1PASSTO Action” collected the equivalent of 220,000 garments (56,190 kg) and donated 168,570 yen to ゼロ・ウェイスト・ジャパン
Summary not yet available
Facts
- Equivalent to approximately 220,000 garments
- 56,190 kg
- 168,570 yen
- Original1kgあたり3円
- CO₂ emissions reduced by approximately 5,731 tons
Companies mentioned：株式会社ECOMMIT、ゼロ・ウェイスト・ジャパン、ぎゅーとら、ジョイフル本田、たまプラーザ テラス、調布パルコ、トレジャーファクトリー、トレファクスタイル、ベイシア、ペリエ千葉、ユーズレット、ららぽーと
株式会社リーピー holds workshop following business-matching agreement with あいち銀行, sharing local business challenges and strengthening support systems
Summary not yet available
Facts
- The number of business partners exceeds 1,400.
Companies mentioned：株式会社リーピー、あいち銀行
Learn about Mount Fuji worship and Japanese history on site | Experiential event to be held in Yamanashi Prefecture
Summary not yet available
Facts
- A total of 25 people from across Japan took part
- July 5, 2026
Companies mentioned：ヤオヨロ塾、株式会社フォーチュンアンドカンパニー、TOKIプロモーション
[Wevox] A jointly developed case study featured in the new HRBP guidebook, HRBP: Human Resources Supporting Strategy Execution (英治出版)
Summary not yet available
Facts
- About 50% of companies with 5,001 or more employees have adopted it
- List price: 3,520 yen (10% tax included)
- Organizations and groups using the service: more than 4,300
- Cumulative engagement survey responses exceed 450 million
Companies mentioned：株式会社アトラエ、Wevox、英治出版、経営ケース研究所、スタンフォード大学経営大学院、Amazon、Green、Yenta、Atrae Design
[Free event on August 21] 4th online event of the “Small Towns’ Future Forum,” bringing together staff from small municipalities with populations of up to 50,000
Summary not yet available
Facts
- 127 municipalities across 40 prefectures
- 161 people
- August 21, 2026
- Original14時00分より
- 16:30
Companies mentioned：株式会社マインドシェア、神奈川県湯河原町、栃木県益子町、一般社団法人フェーズフリー協会
[日本介助犬協会] Family Dog information session to connect dogs and people to be held!
Summary not yet available
Facts
- Date and time: Saturday, August 22, 2026, 10:30–11:30
Companies mentioned：日本介助犬協会、WithYouプロジェクト
[Survey results] 95.5% of local governments face challenges in document and file management. “Server capacity is strained” (67.7%); “Can’t find the file they need” (65.4%) — 94.0% report an impact on their work
Summary not yet available
Facts
- 94.0% report an impact on their work
Companies mentioned：一般社団法人自治体DX推進協議会、川口弘行合同会社
うるる launches a recruitment business to promote workforce mobility between the public and private sectors, combining knowledge of government operations with the vitality of private companies to encourage movement of talent between sectors
Summary not yet available
Facts
- The number of departing employees under 35, in junior and mid-career positions, rose from 2,282 in Heisei 25 to 7,639 in Reiwa 5
- 45.0% of companies participating in bids said they “lack specialized bidding staff internally”
- 71.6% of companies see significant challenges in “understanding needs” and “providing information to help develop specifications” for public-sector contracting authorities
Companies mentioned：株式会社うるる、総務省、NJSS
[得得] “得得 富雄南店,” its 60th location nationwide, grand opens Saturday, August 1!
Summary not yet available
Facts
- Special price: 830 yen
- First 4,500 people
Companies mentioned：得得、家族亭、SRSホールディングス株式会社、SRSグループ
[家族亭] “Summer Feast Fair” runs from Saturday, August 1, through Monday, August 31!
Summary not yet available
Facts
- 近江牛 rice bowl set: 2,300 yen, tax included
- 静岡県産 golden-eye snapper rice bowl set: 1,900 yen, tax included
- 1st prize: 家族亭 digital coupon for 500 yen off (100 winners)
- 2nd prize: Free soba tofu coupon (1,000 winners)
Companies mentioned：家族亭、SRSホールディングス株式会社、近江牛、静岡県産
[得得] A special X follow-and-repost campaign launches on the official 得得 X account from Saturday, August 1!
Summary not yet available
Facts
- 100 people will be selected by lottery to receive a ¥500-off digital coupon instantly.
- Original「得得デジタル500円引きクーポン」を抽選で100名様にプレゼント。
- ・Beef grated-daikon bukkake udon: 1,260 yen (tax included)
- ・Spicy beef dipping udon: 1,260 yen (tax included)
- ・Eel and beef sukiyaki rice bowl set: 2,010 yen (tax included)
- ・Beef sukiyaki rice bowl set: 1,430 yen (tax included)
Companies mentioned：得得、家族亭、SRSホールディングス株式会社、SRSグループ
July 31 is Harry Potter’s birthday! A special preview of iconic scenes from the lavish book The Official Storyboards and Art of the Harry Potter Film Series, scheduled for release in October
Summary not yet available
Facts
- Price: 12,000 yen (before tax)
- From 2027/2/1, price: 13,000 yen (before tax)
- Scheduled for release in early October 2026
- Limited-time special price through January 31, 2027
Companies mentioned：河出書房新社、ワーナーブラザース・ディスカバリー
[フジテレビ] Miu Suzuki and Jun Muto (原因は自分にある。) co-star! Flying Bride begins exclusive streaming on FOD SHORT at 0:00 on Friday, July 31
Summary not yet available
Facts
- 61 episodes in total
- Original１話約１分の
- 5 episodes every day
Companies mentioned：フジテレビ、FOD SHORT、原因は自分にある。、MOJI MOJI LABEL
[高槻阪急スクエア] The hugely popular “Takatsuki Shaved Ice Square 2026” returns this year!
Summary not yet available
Facts
- August 8 (Saturday)–August 31 (Monday)
- 17 popular shops from across Japan, including 6 making their debut, will gather
- Dubai chocolate mochi-style shaved ice: 2,000 yen
- Black sugar syrup, roasted soybean flour and torii soy sauce cream cheese: 1,540 yen
- Corn: 2,200 yen
- Matcha, shiratama rice dumplings and sweet red beans: 1,200 yen
- Shaved ice made with natural ice from Nikko, Tochiai-ka strawberries: 1,000 yen
- *Topping: azuki beans, 300 yen
- Original練
Companies mentioned：高槻阪急スクエア、氷凪、nice&warm、氷連、山本山ふじヱ茶寮、四代目徳次郎、蔦のない店、未来氷カフェ、果実堂、天文館むじゃき、コトコットン、ひめじ官兵衛堂、にしのみや果汁店、吹上の森、京都氷屋万年雪、喫茶マドラグ、蜜氷屋、かき氷とパフェmikaku
Announcement: Individual conversion value settings now available in “Yahoo!広告連携自動化くん,” a LINE Yahoo advertising conversion integration app for Shopify
Summary not yet available
Facts
- Add to cart: 500 yen
- Begin checkout: 2,000 yen
- Complete purchase: 10,000 yen
- Released on July 31, 2026
Companies mentioned：もると株式会社、Shopify、Yahoo!
AI adoption among small and medium-sized businesses stands at 20.4%, but a “lack of people to consult” remains a challenge. 株式会社ユニークポイント to launch “Everyone’s AI Help Desk” for AI beginners on August 3
Summary not yet available
Facts
- AI adoption among small and medium-sized businesses stands at 20.4%
- 82.6% of companies that have adopted AI use generative AI
- 83.3% of companies said they “lack information on success stories and use cases”
- 79.8% said they “lack information to choose the right products and vendors”
- AI advisory fee: 9,800 yen per month (before tax)
Companies mentioned：株式会社ユニークポイント、独立行政法人中小企業基盤整備機構
BOD fully revamps its “kitting outsourcing service” into an “IT Equipment One-Stop LCM Service”!
Summary not yet available
Facts
- A cumulative track record of handling 10 million units
Companies mentioned：株式会社BOD
Original■期間限定■藤原拓海とハチロクが出現！？ 話題のCAMSHOP『頭文字D』ポップアップストアが小田原駅直結「ハルネ小田原」に登場！（7/31～8/26）
Summary not yet available
Facts
- (Price: 5,500 yen, tax included)
- Starting Friday, July 31, 2026
- Starting July 31
- Through Aug. 26
Companies mentioned：株式会社フェイス、講談社、CAMSHOP.JP
中日スポーツ welcomes its official mascot, “Komodora-kun”
Summary not yet available
Facts
- First half of the 2026 season
Companies mentioned：株式会社中日新聞社、中日スポーツ、中日ドラゴンズ
A portable vacuum-insulated ice bag featuring historic Honda wing marks on a matte-black body goes on general sale from CAMSHOP.JP!
Summary not yet available
Facts
- Bottle capacity when full: approximately 0.18L.
- Ice pack capacity: approximately 65ml.
- Keeps cool for approximately 8–9 hours.
Companies mentioned：Honda、CAMSHOP.JP、株式会社フェイス
“Things I could do until yesterday are becoming impossible…” Cleanup support for women working in caregiving launched by オカタシ！, a hoarding cleanup company
Summary not yet available
Facts
- 20% off the total estimate, up to 50,000 yen
- Limited to the first 20 groups
- More than 300 cleanup and cleaning jobs annually
Companies mentioned：株式会社ウルタロウ、オカタシ、オカタシwith、遺品整理すなお
Citadel AI joins survey work on building an AI evaluation environment for 内閣府
Summary not yet available
Facts
- Like Claude Mythos from アンソロピック社
Companies mentioned：Citadel AI、A.T. カーニー、内閣府、日本AIセーフティ・インスティテュート、アンソロピック社
【阪急ベーカリー】Discover Japan’s delicious foods through bread! Bringing the appeal of local ingredients to life through bread
Summary not yet available
Facts
- Takeout ¥195 (tax included)
- Dine-in ¥198 (tax included)
- Takeaway: ¥238 (tax included)
- Dine-in: ¥242 (tax included)
- Takeout ¥281 (tax included)
- Dine-in ¥286 (tax included)
- Takeout ¥173 (tax included)
- Dine-in ¥176 (tax included)
Companies mentioned：阪急ベーカリー、株式会社阪急デリカ、豆狸、FREDS CAFE＋BAKERY
【フレッズカフェ】This summer, keep an eye on S‼ Summer breads your body craves
Summary not yet available
Facts
- Takeout ¥356 (tax included)
- Dine-in ¥363 (tax included)
- Takeaway: ¥378 (tax included)
- Dine-in: ¥385 (tax included)
- Takeaway: ¥410 (tax included)
- Dine-in: ¥418 (tax included)
- Takeout: 270 yen (tax included)
- Dine-in: 275 yen (tax included)
- Takeout ¥302 (tax included)
- Dine-in ¥308 (tax included)
- Takeout: 648 yen (tax included)
- Dine-in: 660 yen (tax included)
Companies mentioned：フレッズカフェ、株式会社阪急デリカ、豆狸、阪急ベーカリー
Held a “management talent development seminar” for transport company presidents | 株式会社船井総研サプライチェーンコンサルティング
Summary not yet available
Facts
- 株式会社船井総研サプライチェーンコンサルティング (headquartered in Chuo Ward, Tokyo; representative: 橋本直行) held an online seminar, “Management Talent Development Seminar,” on Wednesday, July 22, 2026, for executives of transport and logistics companies.
- Two years have passed since the 2024 issue (the application of limits on overtime work), and the environment surrounding the transport industry remains challenging.
- Established: May 10, 2000
- Capital: 98 million yen
Companies mentioned：株式会社船井総研サプライチェーンコンサルティング、船井総合研究所、株式会社船井総研SC
Make a great impression when your products arrive! Design-printed packaging materials for shipping online orders now on sale (Cardboard Online Store)
Summary not yet available
Facts
- Internal dimensions: 317×224×144 mm
- External dimensions: 323×230×156 mm
- Official online store price: from 168 yen per unit (tax included)
Companies mentioned：株式会社アースダンボール
Exhibiting at Manufacturing Innovation DXPO Tokyo '26 [Summer]: AccuVoltLink
Summary not yet available
Facts
- August 18, 2026 (Tue.)
- 9:30
- 17:30
- 16:30
Companies mentioned：株式会社アキュボルトリンク、AccuVoltLink Inc.
<Cuteness keeps getting better every day!> Kurumi Miyajima’s digital photo book and image video, “Tokimekurumi,” on sale July 31!
Summary not yet available
Facts
- Going on sale July 31, 2026
- Height: 160 cm
- Price: 2,499 yen (tax included)
- Pages: 92P
- Price: from 449 yen (tax included)
Companies mentioned：株式会社Eye Factory、ファーストグラビア、オスカープロモーション
TikTok live commerce channel Tsubame Channel to hold a collaborative livestream with beauty brand TBC
Summary not yet available
Facts
- “Apply to the skin, leave on as a mask for about 15 seconds, then lather and rinse.”
- Achieved sales of more than 100 million yen in 3 days
- Ranked No. 1 for 9 consecutive months
Companies mentioned：株式会社Sホールディングス、TBC、S-LIVE JAPAN、ABITOKYO
Taiwan | 風傳媒（17）
Chiang Min-chin’s take: Trump’s Gilded Age and the kiss of death
In an analysis article, 江岷欽 discusses the failures of public works under the Trump administration and the “kiss of death” phenomenon
Spider-Man: Brand New Day loses! Taiwan’s 10 most-discussed foreign-language films revealed; the 3-hour winner has no dull moments, and it would be a shame to miss it in theaters
Taiwan’s 10 most-discussed foreign-language films online in July 2026 revealed: Christopher Nolan’s The Odyssey topped the list with 72,945 mentions, followed by Spider-Man: Brand New Day and Ghost Stain.
Companies mentioned：《網路溫度計DailyView》
Liao Hung-hsiang’s take: Don’t be fooled by “encirclement drills”! Analyzing the Chinese Communist Party’s misdirection and blind spots in a “blockade of Taiwan”
Liao Hung-hsiang says China’s frequent “Taiwan encirclement and blockade drills” are actually a cognitive warfare tactic designed to divert attention, with the real aim of covering a surprise attack rather than imposing an actual maritime blockade. Taiwan should avoid misjudging the situation and focus resources on countering rapid attacks and internal infiltration.
Louisa and 85度C lose! The hottest chain coffee shop in Taiwan is “this brand”: rich coffee aroma and a layered taste
Taiwan’s online review rankings for chain cafes have been released, with ルイシャ in 2nd place and Starbucks in 1st. The companies’ strategies and market trends are also analyzed.
Companies mentioned：ルイシャ、星ばく、85度C、成真コーヒー、湛盧コーヒー
Chieh Chung’s column: Why is the military rehearsing a rapid response to Orchid Island after 30 years?
Taiwan’s armed forces held an exercise involving the deployment of troops to Orchid Island for the first time in 30 years. The importance of defending outlying islands is growing as a countermeasure to Chinese military advances in the east.
Ching Yuan-chou’s take: Beijing’s approach to Taiwan—swallowing it whole remains the goal, but nibbling away comes first
Beijing is pursuing a strategy of “wholesale annexation remains an option, but gradual encroachment comes first,” gradually expanding its de facto control over Taiwan through coast guard activity and diplomatic pressure while leaving open the possibility of unification by force. Most Taiwanese favor dialogue but oppose unification.
Lu Wen-hao’s take: Analyzing the recent live-fire drills by the PLA in five sea areas, including Dongshan Island, and the national security leadership’s misreading
Lu Wen-hao analyzed the PLA’s live-fire drills in five sea areas, saying senior national security officials underestimated the risk. Large-scale military exercises may still take place after the election, posing a threat to Taiwan, Japan and the Philippines.
Hsia Chen: Chiang Wan-an’s “weakness” is Lee Teng-hui’s “masterpiece”
Taipei Mayor Chiang Wan-an again proposed a no-confidence motion against the premier, but the Blue-White coalition has no common position and political gridlock continues. The Cho Jung-tai Cabinet has been criticized for effectively neutralizing the Legislative Yuan.
Opinion submission: The farce of the 10th anniversary of the South China Sea arbitration—the one left red-faced was not China
Ten years after the 2016 South China Sea arbitration ruling, the United States and the Philippines reaffirmed support for the ruling alongside 14 countries. China criticized it as a “political farce” and hit back over the Okinotorishima and Batanes Islands issues.
Opinion submission: The “Germany” nomination becomes a liability, leaving the DPP with a dilemma over whether to replace Lai Jui-lung
In the Kaohsiung mayoral election, KMT candidate Ko Chih-en has overtaken DPP candidate Lai Jui-lung, leaving the DPP with a difficult choice over whether to replace Lai. The decision affects Lai Ching-te’s political authority and his path to reelection in 2028.
Lin Chih-chung’s take: From Heisenberg’s grammar-school education to the Nobel Prize
This article analyzes the educational background of Nobel Prize-winning physicist Werner Heisenberg and its influence on him. It notes that the German Gymnasium education system had a major influence on the foundations of Heisenberg’s quantum mechanics theory.
Chang Ching-wen’s column: Should food safety rely on “workers’ ingenuity”? The social cost of sovereign AI in Taiwan, seen through the carcinogenic oil incident
A food safety incident in Taiwan revealed the shortcomings of digital governance, as the government relied on frontline civil servants to process data manually. AI technologies such as Digital Twin could improve the efficiency of food safety management.
Companies mentioned：中联油、泰山、福懋、福壽
Huang Shih-hsiu’s take: Your humanities degree does not need rescuing
The Ministry of Education is promoting an interdisciplinary program to rescue the humanities. Author Huang Shih-hsiu argues that the humanities need no rescue and should instead realize their unique value.
Shangguan Luan’s take: A lifetime in isolation, a lifetime of stigma—the surviving mainland Chinese spouses of veterans under the shadow of “forced deportation”
Fanglan Villa, a military dependents’ village in Taipei’s Da’an District, is a place seemingly forgotten by time. Many elderly surviving family members of mainland Chinese spouses live there, facing forced eviction, hardship and nowhere else to go.
Opinion submission: The NCC should not become a sacrificial pawn in an extended round of political bickering
Taiwan’s NCC is mired in a personnel deadlock amid political fighting between the ruling and opposition camps. It may be unable to operate normally from August 1, affecting the review and decisions on multiple important cases.
Companies mentioned：NCC
Opinion submission: High-dividend ETFs vs. AI-themed ETFs—which will prevail?
Retail investors are shifting from high-dividend ETFs to AI-themed ETFs. Based on the 5-layer structure of the AI industry, the article selects 44 stocks using criteria including asset size and number of beneficiaries, and presents practical investment strategies.
Companies mentioned：輝達、台達電、華城、台積電、聯發科、鴻海、廣達、南亞科、力積電、研華、達明、新光標普電動車ETF
Chien Hai-ping’s book review: Reading Chou Chien-hsin’s graphic novel Paper Frog: Goodbye, 1987—Taiwan’s lost history
Chou Chien-hsin has released the graphic novel Paper Frog: Goodbye, 1987, using a cross-generational narrative to explore Taiwan’s history and the White Terror. The work is also connected to an upcoming 公視台語台 series, prompting deep reflection on Taiwanese identity.
Companies mentioned：公視台語台
Taiwan | 鉅亨網（16）
〈Precious metals after the close〉Dollar weakens, inflation eases; gold prices rise for a second straight day
Gold prices rose for 2 consecutive days amid a weaker U.S. dollar and easing inflation. Uncertainty over Fed policy is bolstering investor demand for gold.
Companies mentioned：道明證券、芝商所
Microsoft and Meta stocks tell different stories, perfectly illustrating how the market values AI investment
Microsoft and Meta are both investing in AI data centers, but the market reaction to each is sharply different. Microsoft is winning praise for clear monetization and cash flow, while Meta faces doubts over ballooning spending and shrinking cash flow.
Companies mentioned：Microsoft、Meta
Micron surges 18% as one comment from Samsung ignites a broad memory-stock rebound
Samsung said the memory chip supply shortage would continue until 2028, restoring market confidence. Shares of Micron and SK hynix surged in response.
Companies mentioned：Samsung、SK Hynix
Fed’s anti-inflation credibility questioned as 30-year Treasury yield hovers near its 2007 high
The yield on 30-year U.S. Treasuries climbed to 5.21%, hovering at its highest level since 2007. Markets are questioning the Fed’s resolve to curb inflation, and investors are demanding a higher term premium to hold long-term bonds.
Companies mentioned：Bank of America、Deutsche Bank、Federal Reserve
SanDisk surges nearly 26%, its biggest one-day gain since January, but July could still be its worst on record
SanDisk shares surged 25.99%, marking their biggest single-day gain since January, but are forecast to fall 45% for July overall, potentially making it the worst monthly performance on record. Expectations of sustained semiconductor demand fueled the rebound.
Companies mentioned：Samsung Electronics
〈New York forex market〉Dollar weakens, yen suddenly surges; market suspects Japanese government intervention
The U.S. dollar fell and the yen surged. Markets suspect intervention by the Japanese government. The currency market is seeing major moves ahead of the Bank of Japan’s policy decision.
Companies mentioned：三菱UFJモルガン・スタンレー証券、花旗、マッコーリー
700,000 South Korean retail investors hammered by leveraged blowups! KOSPI falls 40% for the month as government rushes out five “market rescue” measures
A crash in leveraged ETFs in South Korea caused about 700,000 retail investors to incur losses, while the KOSPI fell 40%. The government announced emergency market rescue measures. This is the most serious market crisis since 2008.
Companies mentioned：摩根大通、高盛、花旗、Pictet Asset Management、韓国投資証券、南韓交易所 (KRX)
Microsoft earnings bolster AI outlook; Micron and SanDisk soar as chip stocks stage a broad rebound
Originalマイクロソフトの最新決算がAI投資の持続性を示し、米国半導体・ストレージ株が全面高。資本支出増と正のフリーキャッシュフロー見通しが市場の信頼を回復させた。
Companies mentioned：マイクロソフト、マイクロン・テクノロジー、SKハイニクス、サンディスク、ウェスタンデジタル、シーゲイト・テクノロジー、AMD、マーベル・テクノロジー、インテル、ブロードコム、NVIDIA、サムスン電子
〈Earnings〉Explosive AWS growth helps Amazon Q2 profit rise more than 3 times; shares surge 9% after hours
Amazon’s profits surged to more than 3 times their year-earlier level in the second quarter of 2026, driven by AWS and returns on AI investment. Its shares rose more than 9%, far exceeding market expectations.
Companies mentioned：Alphabet、Microsoft、Adobe、Anthropic
〈Earnings〉Cook’s final report as CEO delivers mixed news! Apple Q3 revenue beats expectations, but services and Greater China disappoint; shares plunge after hours
Apple revenue beat expectations in the final quarter of CEO Cook’s tenure, but its shares fell amid slowing growth in services and Greater China. iPhone and Mac performed well.
Companies mentioned：輝達 (NVDA-US)、Google (GOOGL-US)
AI and memory chip stocks rebound strongly as market points to Situational Awareness completing its sell-off
The surge in AI and memory-related semiconductor stocks is thought to have been driven by the easing of selling pressure after Situational Awareness, a hedge fund founded by a former OpenAI researcher, sold its entire stock holdings. The move affected market sentiment and spurred a rebound.
Companies mentioned：SanDisk、Seagate Technology、Western Digital、Micron、AMD、NVIDIA、Marvell Technology、Broadcom、Arm Holdings、SK Hynix、Citadel Securities
〈U.S. stocks after the close〉Microsoft sets record for the largest one-day market-cap gain globally; Nasdaq ends six straight losing sessions, while Philadelphia Semiconductor Index surges more than 8%
Originalマイクロソフトの好決算と半導体株の反発により、米国株が大幅反発。ナスダックは6日続落から脱却し、フィラデルフィア半導体指数が8%超上昇。
Companies mentioned：マイクロソフト、Meta、Apple、Alphabet、Amazon、AMD、Broadcom、Nvidia、Applied Materials、Qualcomm、Micron、SK Hynix、SanDisk、Lam Research、Starbucks、TSMC、日月光、聯電、中華電信
〈Key news before Taiwan stocks open〉Night-session TAIEX futures signal a rebound, rising more than 1400 points; unusually, 2 central bank directors directly take a hawkish stance
Summary not yet available
Facts
- Taiwan stocks fell 105.88 points on the 30th
- Original外資連續第三天站在賣方，賣超 483.12 億元
- Night-session TAIEX futures surged more than 1400 points
- Original總金額達 4768.05 萬元
- Original籌資金額最高達 22 億美元
- Original日月光投控今年資本支出將達 105 億美元
- Original今年資本支出上看 700 億元
Companies mentioned：南亞科、廣達、日月光投控、台達電
Original搶回AI封裝話語權！傳台積電研發「類EMIB」封裝技術 攜手欣興抗衡英特爾
Original台積電と欣興電子が、インテルのEMIB技術に対抗する「類EMIB」封裝技術の開発を共同で進めている。AIチップ需要の高まりにより先進封裝がボトルネックとなる中、台積電は技術的優位性を維持するための布石を打っている。
Companies mentioned：台積電、欣興電子、インテル、輝達、Google
【Yuan Chih-feng’s column】Mainland Chinese funds have been net sellers of Hong Kong stocks for 6 consecutive days
Southbound funds were net sellers of Hong Kong stocks for 6 consecutive trading days as markets diverged. The Hang Seng Index edged up, while the tech index fell. Concerns over slowing economic growth are making investors more cautious.
Companies mentioned：華潤置地、騰訊、中海油、盈富基金、中芯國際、阿里、新東方、京東物流、九龍倉置業、百勝中國、電訊盈科
〈Energy after the close〉Saudi Arabia proposes Red Sea escort alliance; oil prices top $93 intraday before turning lower, while market keeps close watch on the Strait of Hormuz
Saudi Arabia proposed a multilateral defense alliance to ensure the safety of Red Sea shipping routes, but the U.S.-Iran standoff over the Strait of Hormuz is destabilizing oil prices. Geopolitical risks are dominating markets.
Companies mentioned：Lukoil、Caspian Pipeline Consortium (CPC)
Taiwan | 中央社 CNA（14）
German child and youth institution hit by floods receives rebuilding funds; largest donation comes from Taiwan
Summary not yet available
Facts
- The largest donation was 85,000 euros
- About NT$3.17 million
- Repair costs are about 1 million euros
Companies mentioned：慈行慈善事業基金會、巴伐利亞廣播公司、聖約瑟夫兒童與青少年福利中心
亞馬遜 reports strong cloud results, while 蘋果 revenue growth slows as it awaits Siri AI
Summary not yet available
Facts
- Earnings per share of $5.75
- Revenue reached $200.6 billion
- Online business revenue was $42.2 billion
- Advertising business revenue was $19.8 billion
- Shares rose 3.90%
- Shares surged as much as 10% in after-hours trading
- Cloud business grew 37% year over year
- The 31% forecast by Wall Street
- Revenue of $109.4 billion last quarter
- Earnings per share of $2.02
- iPhone revenue grew 21%
- Grew 12%
- Fell 8% in after-hours trading
- Plans to spend a massive $200 billion on AI development this year
- Spending will gradually stabilize at $220 billion
Companies mentioned：亞馬遜、蘋果、微軟、Meta、臉書
Good morning, World》Cabinet approves Siraya as the 17th Indigenous group; people can register their status starting in mid-August
Summary not yet available
Facts
- Taiwan stocks plunged 3,595.01 points over 2 days, on the 28th and 29th
- The gap between the high and low exceeded 1,700 points
- Closed down 105.88 points
- Closed at 39，933.30 points
- Trading value of 台幣1.103686 trillion
- The maintenance ratio for the overall collateral account in margin trading
Companies mentioned：西拉雅族、原民會、行政院、金管會、國安基金、台幣、韓股、KOSPI、個股槓桿型ETF、美國聯邦準備理事會、聯準會、華許、國軍、漢光42號、淡江大橋、寶可夢公司、台灣高鐵、日立東芝、N700ST、自民黨、世界自然基金會、台積電、東京威力公司
AI model competition heats up as OpenAI cuts GPT-5.6 prices
Summary not yet available
Facts
- Terra cuts prices by 20%
- Luna’s price was cut even more sharply, by 80%
- $2 per 1 million input Tokens
- $12 per 1 million output Tokens
- 20 cents per 1 million input Tokens
- $1.20 per 1 million output Tokens
Companies mentioned：OpenAI、Moonshot AI、Google、Microsoft
Power demand rises at Dresden chip campus; new grid plans spark residents’ backlash
Summary not yet available
Facts
- A 92-kilometer ultra-high-voltage transmission line
- Original以380千伏超高壓輸電線
- Some sections of the transmission line are only about 40 meters from homes
- The nearest residential area is only about 115 meters away
- Collected more than 3,000 signatures
- Transmission lines should be at least 200 meters from residential areas
Companies mentioned：台積電、50Hertz、薩克森日報、世界衛生組織、德國聯邦輻射防護局、薩克森邦行政管理局
微軟 rises, Meta falls; returns on AI investment and cash flow become market focus
Summary not yet available
Facts
- 微軟 shares surged, closing up more than 15% today
- Meta extended its losses, closing down 7.95% today
- Compared with $12.4 billion in the previous quarter
- Meta and 微軟 will both invest more than $100 billion in capital expenditures this year
- 微軟 still has close to $20 billion
- Ad impressions still rose 14% in the second quarter
- Average ad prices rose 12%
- Total revenue grew 28%
Companies mentioned：微軟、Meta、華爾街日報、艾維克顧問公司、巴隆周刊、Mark Zuckerberg、Mark Mahaney、Azure
U.S. media: 台積電 and 景碩 team up to develop advanced packaging technology
Summary not yet available
Facts
- 台積電 ADR closed up 7.63% today
Companies mentioned：台積電、景碩、英特爾
U.S. plans $874 million in funding for 7 semiconductor companies to strengthen AI chip research and development
Summary not yet available
Facts
- $874 million
- $300 million
- $245 million
- $140 million
Companies mentioned：格羅方德、Kepler、Multibeam Corporation、Extropic、Thintronics、OBSIDIA Semiconductors、Aeluma
Hundreds of migrants enter Spain’s North African territory in a single day; government deploys troops to maintain security
Summary not yet available
Facts
- Hundreds of migrants poured into Ceuta from neighboring 摩洛哥
- The bodies of 9 migrants have been found
- This territory, covering 18.5 square kilometers
- The local 人民警備總隊 will nearly double its personnel from the current 80
Companies mentioned：西班牙政府、摩洛哥、法新社、西班牙內政部、人民警備總隊
Senior U.S. and Chinese officials speak ahead of Trump-Xi meeting in September; Washington hopes Beijing will honor trade and economic commitments
Summary not yet available
Facts
- Imports in January and February this year fell 22.5% from the same period last year.
Companies mentioned：川普、習近平、貝森特、何立峰、葛里爾、盧比歐、王毅
微軟 earnings boost shares more than 15%, marking the best single-day performance in nearly 18 years
Summary not yet available
Facts
- 微軟 shares surged 15.51% on the news
- The S&P 500 rose 1.7% at the close today
- The Dow Jones Industrial Average rose 1.2%
- The Nasdaq Composite surged 2.8%
Companies mentioned：微軟、Meta Platforms、美光科技公司、科林研發、超微
New wildfire on Spain’s border burns 11,000 hectares; 800 people evacuated urgently
Summary not yet available
Facts
- Burned about 50,000 hectares of land
Companies mentioned：卡斯提亞－雷昂自治區、薩摩拉省、菲摩塞耶、西班牙軍事應急部隊（UME）、阿維拉
Saudi Arabia forms maritime defense alliance to ensure safe passage through the Bab el-Mandeb Strait
Summary not yet available
Facts
- The 14 countries in the alliance
- Invited 51 countries and organizations
- Representatives from 43 countries and a 歐盟 delegation attended
Companies mentioned：沙烏地阿拉伯、葉門叛軍「青年運動」、法新社、巴林、孟加拉、吉布地、埃及、約旦、科威特、奈及利亞、巴基斯坦、卡達、索馬利亞、蘇丹、土耳其、葉門、歐盟
Saudi Arabia forms defense alliance to escort shipping; international oil prices fluctuate and close lower
Summary not yet available
Facts
- Brent crude futures fell $1.71, or 1.88%
- Settling at $89.03 a barrel
- Brent briefly touched a high of $93.31 during the session
- U.S. West Texas Intermediate crude futures fell 87 cents, or 1.03%
- Settling at $83.59 a barrel
- It briefly reached $85.94 during the session
Companies mentioned：沙烏地阿拉伯