942 received, 942 listed, 5 sources ・ Page 10 of 10
One place for news and notices from 2 countries/regions: Japan, 736 items from 1 source; Taiwan, 206 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
貿聯-KY subsidiary Bizlink Silitherm S.r.l. resolved to distribute cash dividends of EUR 300萬元.
Companies mentioned：貿聯-KY、Bizlink Silitherm S.r.l.
聯茂 announced that it will hold a board meeting on Aug. 7, 115 to review its Q2 financial report.
Companies mentioned：聯茂
元大證券 plans to establish a wholly owned asset management subsidiary in Korea to expand its presence in the Korean market.
Companies mentioned：元大金控、元大證券、元大證券(韓國)
巨大（9921）announced that it will hold a board meeting on Aug. 7, 115 to review its Q2 financial report.
Original詠業公告115年上半年財務報告，累計營收7.17億元，EPS 1.68元。
Original精成科子公司UP FIRST INVESTMENTS LTD.公告新增資金貸與給LINCSTECH CIRCUIT SINGAPORE PTE. LTD.約9.71億元，用於營運及還款。
Companies mentioned：精成科、UP FIRST INVESTMENTS LTD.、LINCSTECH CIRCUIT SINGAPORE PTE. LTD.
Original華東（8110）公佈115年上半年財務報表，稅前淨利達14.11億元，每股盈餘為2.59元。
所羅門（2359）announced that it will hold a board meeting on Aug. 12, 115, with the main agenda being discussion and presentation of its 115 Q2 consolidated financial report.
Taiwan stocks surged more than 3200 points on the 31st, gaining more than 8%. 台積電 hit the 2,425-yuan limit-up intraday, contributing about 1748 points to the gains. A rebound in South Korean stocks and optimism over AI demand lifted market confidence.
Companies mentioned：台積電、TSMC、TSM-US
Tesla CEO Elon Musk predicted that AI’s general intelligence will surpass that of humans within 5 years. He said China is likely to lead in AI and that money will become less important by 2036. The prediction is drawing attention as a significant forecast of the future.
Companies mentioned：Tesla
和運租車 successfully completed its share auction, which was oversubscribed by 1.88 times, and expects to list on Aug. 11. The company will continue to improve governance and operational efficiency, deepen its ESG green fleet, AI digital applications and platform ecosystem integration, and provide customers with more convenient and superior mobility services.
Companies mentioned：和泰車、和運租車
Tesla denied reports that it was considering selling or spinning off its China business. However, CEO Musk is said to be concerned about geopolitical risks and to have ordered a separation of the U.S. and China operations. The move is seen as part of a strategy to align the business with SpaceX and U.S. defense contracts.
Companies mentioned：SpaceX、澎湃新聞、華爾街日報
Ennoconn Technology teamed up with AMD and 台智雲 to exhibit at AI WAVE SHOW 2026, showcasing enterprise-grade edge AI solutions built around the AI BOX-A395 and emphasizing high performance, low latency and data security.
Companies mentioned：AMD、台智雲
Original亞洲藏壽司宣布發放股東優待券，持股3000股以上的股東可申請最多50張100元優待券，等同享5折優惠，並推動菜單改版及多元價格帶商品以提升營收。
Companies mentioned：亞洲藏壽司
Taiwan stocks rebounded strongly on gains in U.S. equities, with actively managed ETF 00981A trading more than 780,000 lots in a single day to become the market's volume leader. Its strong performance reflects renewed investor confidence in active management and carries significance as a market indicator.
Companies mentioned：統一綜合證券、復華投信、群益投信、元大投信
U.S. President Trump announced that a “historic agreement” had been reached for armed groups in Gaza, including Hamas, to fully disarm. Egypt, Qatar and Turkey acted as mediators, and a new Palestinian government will take over governance. The development marks a major step toward peace in the Middle East.
Summary not yet available
Facts
Companies mentioned：SMBC 日興證券、三井住友信託銀行
Nvidia shares rebounded 2.7% amid differing capital spending plans among tech giants, while the Philadelphia Semiconductor Index surged 8%. The market's positive response to spending restraint signals a shift in investment thinking.
Companies mentioned：Nvidia、Meta、Microsoft、Intel、AMD、Alphabet
Medigen Vaccine has applied to Taiwan's TFDA to expand the indication for its EV71 vaccine to children under 10, based on Phase 3 clinical trial results. The move could improve public health outcomes and expand the market.
Companies mentioned：TFDA、醫藥品查驗中心 (CDE)
Morgan Stanley's chief economist for China, Xing Ziqiang, said the recent pullback in global AI hardware stocks was a “halftime break” after the market became overcrowded, not a deterioration in fundamentals. He recommended that China use open-source models and a national computing network to overtake in AI applications.
Companies mentioned：摩根士丹利
Wistron Information's cash dividend payment date has been delayed to August 3 after an operational error by stock administration system vendor 三商電腦 led to errors in some data.
Companies mentioned：三商電腦
Taiwan’s stock market rebounded and broke above its 5-day moving average. 統一投顧 and 國泰證期 analyzed short-term support and resistance levels. Uncertainty over supply and demand for AI-related stocks has eased, improving investor sentiment.
Companies mentioned：統一投顧、国泰證期研究部
Several U.S. senators urged Apple to stop using memory chips from China’s 長鑫科技 and 長江存儲, citing national security and the protection of U.S. industry.
Companies mentioned：Apple、長鑫科技、長江存儲、美光科技、SK海力士
Taiwan stocks staged a strong rebound on the last trading day of July, with the TAIEX briefly soaring 2,962 points and 台积电 rising NT$195, setting a record for the largest single-day gain. Leveraged ETFs offering 2 times the positive return surged across the board, with Capital Taiwan Weighted Index 2x and Yuanta Taiwan 50 2x drawing trading interest.
Companies mentioned：台积电、群益投信、元大投信
世界黃金協會 (WGC) said global central bank gold buying may slow. Although purchases hit a record in the second quarter, the full-year total may not match last year's strength, pointing to weaker support for gold's bull market.
Companies mentioned：世界黃金協會
The United States is seeking to check China through AI chip restrictions, but China is gaining ground in open-weight models. CNBC warned that the United States risks losing its technological lead.
Companies mentioned：輝達、マイクロソフト、Meta、OpenAI、Google、Alphabet、Hugging Face、Together AI、智譜AI、月之暗面、Anthropic
Reports say Chinese AI company DeepSeek plans to build a 1GW-scale AI data center in Inner Mongolia. Low-cost electricity and a cool climate are cited as reasons, with operations expected to begin between late 2027 and early 2028.
Companies mentioned：OpenAI、Anthropic、NVIDIA、中国移動
樺漢 acquired a 19.5% stake in Kontron through a public tender offer but fell short of a majority. The final decision will follow Germany’s FDI review.
Companies mentioned：Kontron AG
漢達’s multi-target cancer drug HND-039 OMCAZIO received tentative approval from the U.S. FDA. Final approval is expected within 1 quarter, bringing a U.S. launch closer. The company is waiting for patents to expire.
Taiwan’s housing market was nearly flat month over month in July. The main factors were the TAIEX fluctuating near record highs and a rush to take advantage of “青安2.0.” The market showed resilience.
Companies mentioned：中信房屋、住商不動產、大家房屋
Google DeepMind unveiled “Gemini Robotics 2,” an AI model that enables full-body control of humanoid robots. The company is establishing a technological lead in bringing AI into the physical world.
Companies mentioned：Alphabet、Google DeepMind、Apptronik、OpenAI、NVIDIA
Original台湾経済研究院が6月の製造業景気信号を発表し、17.30ポイントで黄赤灯が2カ月連続。需要や価格面の改善が目立つ一方、一部伝統産業は慎重な見方。
Companies mentioned：台湾経済研究院
瑞銀 maintained its Buy rating on SK海力士, saying the market underestimates the growth potential of demand for its AI memory. Despite a sharp share price pullback, long-term earnings forecasts continue to be revised upward.
Companies mentioned：瑞銀、SK海力士、三星電子、美光科技
China’s manufacturing sector contracted for the first time in 5 months, highlighting a loss of momentum in economic growth. Weak domestic demand has weighed on activity, raising expectations for additional government measures.
A rebound in AI-related stocks on Taiwan’s stock market briefly sent 9 actively managed ETFs to their daily price limits. The historic moment for Taiwan’s ETF market reflects a recovery in market sentiment and a reallocation of funds.
Companies mentioned：微軟、中信、復華、群益、台新、兆豐、安聯、野村
Meta shares plunged 7.9% after the company released its financial results. Investors are concerned about massive AI investments and uncertainty over future spending.
Companies mentioned：Microsoft、Alphabet、Amazon、Evercore ISI、MoffettNathanson
Apple reported revenue of US$109.4 billion for Q3 of fiscal 2026, up 16% year over year, and net profit rose 27%. But concerns that AI demand is crowding out chip capacity raised supply worries, sending shares down more than 6% after hours. Cook will hand over the reins in September.
Companies mentioned：台積電、美光、SK海力士
Chinese AI startup DeepSeek plans to build a 1GW-scale AI data center in Inner Mongolia, aiming to catch up with Silicon Valley rivals using its own infrastructure. It is targeting operations in 2027–2028.
Companies mentioned：NVIDIA、華為
Several Wall Street investment firms released new stock ratings, with 瑞銀 bullish on SK海力士 and 德意志銀行 taking a neutral view of Kymera Therapeutics. The ratings reflect market interest in AI semiconductors and biotechnology, as well as investment firms' expectations.
Companies mentioned：瑞銀、德意志銀行、SK海力士、Kymera Therapeutics、Actuate Therapeutics
Taiwan stocks rebounded, with leveraged 2x ETFs and conventional ETFs posting sharp gains. In particular, 00988A rose more than 15%, drawing attention to the capital efficiency of AI-related cloud service providers.
Companies mentioned：マイクロソフト、アマゾン、台積電、美光、SK海力士
百容 expects July revenue to hit a 49-month high on strong demand from semiconductor customers. Its purchase of a factory in Taichung to expand capacity reflects business growth momentum and a deepening strategic presence in semiconductor thermal management.
Companies mentioned：大立光 (3008-TW)
Summary not yet available
Facts
Companies mentioned：國巨、台積電、聯發科、日月光投控、台光電、聯電、欣興、南亞、智邦、禾伸堂、華新科、立隆電、日電貿、金山電、蜜望實、千如、鈞寶、立誠、邦鈺、信昌電、南亞科、華邦電、愛普、旺宏、群聯、華東、鈺創、晶豪科、南茂、擎亞