AI News 180m Report｜2026-07-31 12:00–15:00 JST｜Page 10 of 10https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.htmlOne 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.en 【貿聯-KY】Announcement by major subsidiary Bizlink Silitherm S.r.l. of a board resolution to distribute dividendshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766033https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766033Thu, 30 Jul 2026 17:07:24 +0900Taiwan臺灣證券交易所貿聯-KY subsidiary Bizlink Silitherm S.r.l. resolved to distribute cash dividends of EUR 300萬元. 【聯茂】Announcement that the board meeting to review the company's 115 Q2 financial report is scheduled for Aug. 7, 115https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766028https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766028Thu, 30 Jul 2026 17:07:19 +0900Taiwan臺灣證券交易所聯茂 announced that it will hold a board meeting on Aug. 7, 115 to review its Q2 financial report. 【元大金】元大金控, on behalf of subsidiary 元大證券, announced that its board approved a proposal by subsidiary 元大證券(韓國) to invest in establishing a wholly owned Korean asset management subsidiaryhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766027https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766027Thu, 30 Jul 2026 17:06:52 +0900Taiwan臺灣證券交易所元大證券 plans to establish a wholly owned asset management subsidiary in Korea to expand its presence in the Korean market. 【巨大】Announcement: “The board meeting to review the 115 Q2 financial report is scheduled for Aug. 7, 115”https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765924https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765924Thu, 30 Jul 2026 17:04:29 +0900Taiwan臺灣證券交易所巨大（9921）announced that it will hold a board meeting on Aug. 7, 115 to review its Q2 financial report. 【詠業】Announcement that the board approved the company's 115 Q2 consolidated financial reporthttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765923https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765923Thu, 30 Jul 2026 17:04:15 +0900Taiwan臺灣證券交易所詠業公告115年上半年財務報告，累計營收7.17億元，EPS 1.68元。 【精成科】Announcement by subsidiary UP FIRST INVESTMENTS LTD. of a new loan amount of at least NT$一千萬元 and at least 百分之二 of the company's net worth in its latest financial statementshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765922https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765922Thu, 30 Jul 2026 17:02:59 +0900Taiwan臺灣證券交易所精成科子公司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。 【華東】Announcement that the board approved the company's 115 Q2 consolidated financial reporthttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765709https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765709Thu, 30 Jul 2026 17:02:09 +0900Taiwan臺灣證券交易所華東（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】The board meeting to review the 115 Q2 consolidated financial report is scheduled for Aug. 12, 115https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765708https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765708Thu, 30 Jul 2026 17:01:20 +0900Taiwan臺灣證券交易所所羅門（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 surge more than 3200 points; 台積電 leads rebound, hits limit-up intraday, contributing about 1,748 pointshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766567https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766567Fri, 31 Jul 2026 14:00:58 +0900Taiwan鉅亨網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. Musk: AI's combined intelligence will surpass humans within 5 years; the US cannot stop China from becoming a leaderhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766568https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766568Fri, 31 Jul 2026 14:00:53 +0900Taiwan鉅亨網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. 和運租車's share auction was oversubscribed by 1.88 times; shares to be listed on 8/11 at 42 yuan eachhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766569https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766569Fri, 31 Jul 2026 13:55:17 +0900Taiwan鉅亨網和運租車 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. Is Tesla considering selling its China business? Official response is here!https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766570https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766570Fri, 31 Jul 2026 13:50:12 +0900Taiwan鉅亨網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. Ennoconn teams up with AMD and 台智雲 to exhibit at AI WAVE SHOW 2026, showcasing enterprise AI applicationshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766571https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766571Fri, 31 Jul 2026 13:39:55 +0900Taiwan鉅亨網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. 亞洲藏壽司 shareholder benefit coupons are here, with up to NT$5,000 availablehttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766572https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766572Fri, 31 Jul 2026 13:26:07 +0900Taiwan鉅亨網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。 〈Stock Focus〉Taiwan stocks stage a furious rebound! 00981A volume tops 780,000 lots, leading the markethttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766573https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766573Fri, 31 Jul 2026 13:21:11 +0900Taiwan鉅亨網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. Trump announces “historic deal”; Hamas to fully disarmhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766574https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766574Fri, 31 Jul 2026 13:11:45 +0900Taiwan鉅亨網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. Was the yen's 500-point surge a false reversal? U.S.-Japan currency market tensions offer clues to the next movehttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766575https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766575Fri, 31 Jul 2026 13:10:05 +0900Taiwan鉅亨網 Nvidia shares spring back to life. What's driving the rebound?https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766576https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766576Fri, 31 Jul 2026 13:10:04 +0900Taiwan鉅亨網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. 〈Stock Focus〉Medigen plans to expand enterovirus vaccine indication to children under 10, shares rise in bid to hold above the 5-day moving averagehttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766577https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766577Fri, 31 Jul 2026 13:09:19 +0900Taiwan鉅亨網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. Morgan Stanley: A-share volatility is a “halftime break” in the global AI rally; Fed won't raise rates this year, and China can use “these two things” to overtake in AI applicationshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766202https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766202Fri, 31 Jul 2026 13:00:12 +0900Taiwan鉅亨網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. Stock administration system vendor error delays Wistron dividend payment to August 3https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766203https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766203Fri, 31 Jul 2026 12:44:58 +0900Taiwan鉅亨網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. Taiwan stocks surge more than 2,800 points, sounding the rally's starting gun. Analysts point to these short-term support and resistance levelshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766204https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766204Fri, 31 Jul 2026 12:28:38 +0900Taiwan鉅亨網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. Several U.S. senators seek to block Apple from buying memory chips from Chinahttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766205https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766205Fri, 31 Jul 2026 12:26:39 +0900Taiwan鉅亨網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. Taiwan stocks surge nearly 3,000 points for their biggest-ever daily gain as bargain hunters rush into these two leveraged ETFshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766206https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766206Fri, 31 Jul 2026 12:26:00 +0900Taiwan鉅亨網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. Gold's “strongest tailwind” shifts as WGC warns global central bank buying may coolhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766207https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766207Fri, 31 Jul 2026 12:16:35 +0900Taiwan鉅亨網世界黃金協會 (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. Can chip restrictions hold back China's AI? CNBC highlights blind spots in U.S. policyhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766208https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1766208Fri, 31 Jul 2026 12:10:03 +0900Taiwan鉅亨網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. China and the U.S. vie for AI computing power supremacy! Bloomberg: DeepSeek plans to build a 1GW AI data center in Inner Mongoliahttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765710https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765710Fri, 31 Jul 2026 12:00:08 +0900Taiwan鉅亨網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. Ennoconn's public tender offer for Kontron ends; it is expected to fall short of securing a majority of voting rightshttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765711https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765711Fri, 31 Jul 2026 11:58:22 +0900Taiwan鉅亨網樺漢 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. Handa's multi-target cancer drug receives tentative FDA approval, with final approval targeted within 1 quarterhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765712https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765712Fri, 31 Jul 2026 11:53:47 +0900Taiwan鉅亨網漢達’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. 〈Real Estate〉Real estate brokerage branch transactions in July broadly flat from previous month; impact of volatile, high Taiwan stock prices remains to be seenhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765713https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765713Fri, 31 Jul 2026 11:52:02 +0900Taiwan鉅亨網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. Google makes major breakthrough in robotics! Gemini Robotics 2 achieves whole-body control, bringing AI into the physical worldhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765714https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765714Fri, 31 Jul 2026 11:50:45 +0900Taiwan鉅亨網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. 6月製造業燈號連2顆黃紅燈 景氣揚升甚至繁榮的產業占比逾6成https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765715https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765715Fri, 31 Jul 2026 11:48:48 +0900Taiwan鉅亨網台湾経済研究院が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。 Shares still backed despite being halved! 瑞銀 says SK海力士 is significantly undervalued by the markethttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765716https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765716Fri, 31 Jul 2026 11:40:03 +0900Taiwan鉅亨網瑞銀 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. China's manufacturing sector contracts for the first time in five months, underscoring weaker economic growth momentumhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765717https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765717Fri, 31 Jul 2026 11:33:54 +0900Taiwan鉅亨網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 historic moment! AI stocks help Taiwan shares rebound nearly 3,000 points, with 9 actively managed ETFs hitting limit-uphttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765718https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765718Fri, 31 Jul 2026 11:31:32 +0900Taiwan鉅亨網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. Meta tumbles nearly 8% after earnings. Why is Wall Street unconvinced?https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765719https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765719Fri, 31 Jul 2026 11:30:04 +0900Taiwan鉅亨網Meta shares plunged 7.9% after the company released its financial results. Investors are concerned about massive AI investments and uncertainty over future spending. Apple Q3 revenue hits 109.4 billion, net profit up 027%, but shares still fall 6% after hours! Experts: Market fears AI will consume chip and memory capacityhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765720https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765720Fri, 31 Jul 2026 11:25:18 +0900Taiwan鉅亨網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. Building its own computing hub! DeepSeek plans 1GW data center in Inner Mongolia to catch up with Silicon Valleyhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765721https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765721Fri, 31 Jul 2026 11:20:03 +0900Taiwan鉅亨網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. Latest Wall Street ratings: 瑞銀 bullish on SK海力士, Deutsche Bank neutral on Kymerahttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765722https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765722Fri, 31 Jul 2026 11:10:55 +0900Taiwan鉅亨網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. 〈Stock Focus〉Not just 2x ETFs posting double-digit gains: 00988A, a conventional ETF, surges 15% to lead the packhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765723https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765723Fri, 31 Jul 2026 11:08:49 +0900Taiwan鉅亨網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. Strong demand for 百容's semiconductor applications business; July revenue estimated to top previous month and reach a 49-month highhttps://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765724https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765724Fri, 31 Jul 2026 11:03:20 +0900Taiwan鉅亨網百容 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. 〈台股開盤〉噴漲近3000點逼近4萬3 國巨率被動元件股報復式漲停https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765725https://ainews.idaeo.ai/180m/20260731-12/index-en-p10.html#n1765725Fri, 31 Jul 2026 11:00:16 +0900Taiwan鉅亨網