447 received, 447 listed, 5 sources ・ Page 5 of 5
One place for news and notices from 2 countries/regions: Japan, 226 items from 1 source; Taiwan, 221 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
元大金, on behalf of 元大證券, adjusted its lease agreement with related party 元大投信. For business reasons, the premises have been moved to Nanjing East Road, the area reduced and the rent lowered to approximately 1.3 million yuan.
Companies mentioned：元大金控、元大證券、元大投信
零壹 (3029) announced the appointment of 宋佩珊 as its new head of internal audit, effective July 30, 115.
向榮生技 plans to hold a board meeting on Aug. 7, 115, to review the financial report for the second quarter of 115.
茂矽 (2342) announced on July 30, 115, that its board had resolved not to distribute dividends for the first half of 115. The decision reflects the company’s financial management considerations.
Companies mentioned：茂矽
正達 signed a cooperation agreement for a Golden Dome-like communications system with a Middle Eastern defense supplier and systems integrator, entering the Middle Eastern defense market.
Companies mentioned：正達
鴻勁 released its consolidated financial report for the first half of 115, reporting strong earnings of 56.14 yuan per share.
Companies mentioned：鴻勁
資通 announced that its board will meet on Aug. 7, 115, to review its second-quarter financial report.
Companies mentioned：資通
艾美特-KY corrected its revenue figures for the first half of 115, revising the data upward.
Companies mentioned：艾美特-KY
瀚宇博 announced its consolidated financial report for Q2 of 115, with first-half pretax net profit of about 2.663 billion yuan and basic EPS of 2.05 yuan.
元大金控 announced that 蘇詠筑 resigned as a director of 元大證券（香港）, effective July 31, 115.
Companies mentioned：元大金控、元大證券（香港）
茂矽 announced its financial results for the first half of 115, with cumulative operating revenue of about NT$1 billion, a loss of about NT$35.89 million, and a loss per share of NT$0.23.
威強電’s board is expected to meet on Aug. 7 to review its financial report for the second quarter of 115.
Companies mentioned：威強電
聯友金屬 canceled its cash capital increase plan for 115 and the adjustment to its convertible bond price; the conversion price remains NT$662.30.
Companies mentioned：聯友金屬科技股份有限公司
Insider sales of shares in their own companies have reached a 21-year high, deepening pessimism about the market outlook. Experts warn of the risk of stock price declines due to the “gravity effect,” a trend particularly evident among large-cap stocks.
Companies mentioned：InsiderSentiment.com
Semiconductor testing giant Ardentec will invest 28.5 billion yen to expand its Longtan plant in Taiwan. It aims to boost production efficiency with AI and smart manufacturing and create 237 jobs, helping strengthen Taiwan’s semiconductor industry competitiveness.
Companies mentioned：中聯資源、富統食品、中鋼、台泥
President Lai Ching-te said Taiwan aims to attract 10 million foreign tourists annually by 2030 and surpass 1 trillion yen in tourism output. He highlighted a tourism strategy built around food expos and Hike Across Taiwan (Twalk).
Companies mentioned：台積電
Japanese semiconductor giant 鎧俠 saw net profit jump 45 times in the first quarter of fiscal 2026 on surging AI demand, with revenue reaching 1.77 trillion yen. It also announced shareholder returns, including a stock split and share buyback.
Companies mentioned：貝恩資本、東芝、SK海力士、野村證券
力積電 founder 黃崇仁 died of cardiopulmonary failure. He led the company back from hundreds of billions in debt and successfully transformed it into a major wafer foundry, having a profound impact on Taiwan’s semiconductor industry.
Companies mentioned：力積電、力晶、三菱電機、奇夢達、爾必達
Taiwan’s stock market swung from extreme fear to its largest-ever single-day gain, led by TSMC. Pressure from the unwinding of margin trades has eased, prompting a technical rebound. The upcoming battle around the monthly moving averages will determine whether the market stages a V-shaped recovery or pulls back.
Companies mentioned：台積電 (2330-TW)、欣興(3037-TW)、奇鋐(3017-TW)、創意(3443-TW)、京元電子 (2449-TW)、凱旭投顧
At its members’ meeting, the Taiwan Wind Industry Association announced 4 policy recommendations for the 3-3 offshore wind development phase. Predictability, financing, execution capacity and supply-chain strengthening are key.
Companies mentioned：華城 (1519-TW)
Audio products supplier 進泰電子 completed a NT$210 million cash capital increase, with revenue returning to positive growth from April and rising 57.49% year over year in the second quarter. The company expects to return to profitability. The move reflects confidence in its new businesses.
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The SCFI index released by the Shanghai Shipping Exchange rebounded after falling for 3 consecutive weeks, with freight rates on U.S.-bound routes rising sharply. Geopolitical risks and carriers’ capacity management are behind the move. This is an important signal of supply and demand in the shipping market.
Acoustic components maker 美律 reported second-quarter results, with net profit after tax of NT$120 million, up more than 40 times year over year, while operating profit fell 98%, mainly due to rising costs and acquisition expenses. Revenue is expected to grow substantially as the third quarter enters peak season.
Taiwan stocks rose sharply, led by technology shares including 台積電, 鴻海 and 聯發科, while AI-related stocks drew market optimism.
Companies mentioned：台積電、鴻海、聯發科、聯一光、佳凌、微軟、SK海力士、美光、SanDisk、亞馬遜
Taiwan stocks rebounded sharply, with AI supply-chain shares performing strongly. Analysts said this reflected valuation and leverage adjustments rather than a turn for the worse in fundamentals.
Original台湾の第二四半期実質経済成長率（GDP）の概算値が12.92%となり、5月の予測値から2.09ポイント上方修正された。これは連続3四半期で成長率が10%を超えた。主な要因は、資本形成、民間消費、輸出の実質成長が予想を上回ったことである。
Companies mentioned：主計総處
Cathay Securities Investment Trust’s ETFs 00878 and 00881 announced record distributions of NT$1.01 and NT$4.6, respectively, with annualized yields above 10%. The move reflects their strong earning power and makes them highly attractive to investors seeking stable cash flow.
OpenAI is making a full-scale entry into the enterprise AI market. It has established subsidiary DeployCo and raised $4 billion, while partnering with BCG and Bain. It plans to deploy FDE “special forces” to implement its cutting-edge models in corporate operations and target a market worth hundreds of billions of dollars.
Companies mentioned：OpenAI、TPG、Advent、Bain Capital、Brookfield、Tomoro、Northslope、BBVA、BCG、Bain、Accenture、Anthropic、Microsoft、Amazon
U.S. stocks staged a sharp rebound led by semiconductor shares, and Taiwan stocks also surged. With concerns about overheating in AI-related stocks and uncertainty over future policy still lingering, investors need to manage their portfolios strategically.
Companies mentioned：マイクロン、TSMC、マイクロソフト、アマゾン、Meta、クアルコム、アップル、ゴールドマン・サックス
International gold prices are expected to rise for the first time in 5 months, following the 連邦準備制度理事会 (Fed) decision to hold interest rates steady and amid geopolitical tensions in the Middle East.
Companies mentioned：連邦準備制度理事会
慧榮科技 and 聯發科 will focus on next-generation AI automotive platforms in keynote speeches at FMS 2026, showcasing high-performance storage solutions to meet smart cars’ data-processing needs.
Companies mentioned：聯發科
創意 said at its earnings call that, backed by 台積電’s shareholding and technical support, it is extremely optimistic about securing advanced-process and packaging capacity next year, with AI and automotive businesses serving as dual growth engines.
Companies mentioned：台積電、TSM-US
Taiwan contact lens maker Pegavision posted a record first-half EPS of 13.13 yuan. The result was driven by strong sales of silicone hydrogel products in Japan and Europe, with further growth expected.
聯發科 held an earnings call, forecasting that third-quarter revenue will rise by up to 5% quarter over quarter and full-year revenue will reach the upper end of its target. It also launched a 2-nanometer flagship smartphone chip, bolstering its AI computing and smart-device push.
Companies mentioned：輝達 (NVDA-US)
聯發科 raised its 2027 AI ASIC market share target to 15%-20% and expects to begin mass production of its second-generation products in early 2028, signaling a strategic expansion in the data center market. The move reflects strong global cloud providers’ demand for customized, high-performance chips.
Companies mentioned：台積電
Hong Kong stocks closed out July, with the Hang Seng Index up more than 13% for the month. AI and memory chip sectors performed strongly, and market sentiment toward the outlook was positive.
Companies mentioned：海力士、三星、廣合科技、聯想集團、阿里巴巴、百度集團、小米集團、京東集團、百威亞太
China’s 3 major A-share indexes rebounded across the board on the 31st, with the Shanghai Composite holding above 3800 points, though it was still down 6.4% for the month. Technology stocks led gains, while banks and consumer stocks weakened. Experts said the market may be gradually forming a bottom.
Companies mentioned：農業銀行、寧波銀行、交通銀行、中国銀行、工商銀行、浦發銀行、東鵬飲料、金種子酒、雙匯發展、山西汾酒、大有能源、中国神華、淮北礦業、中煤能源、冀中能源、甘肅能化
AI hardware stocks rebounded in a technical rally, but its staying power depends on Apple’s capital spending. The market is stable and range-bound, with the VIX at low levels.
Companies mentioned：Apple
The Taiwan government has launched a loan guarantee program in partnership with 15 financial institutions, supporting loans of up to $5 billion for companies expanding into the United States. The program aims to support global expansion in semiconductors and information and communications.
Companies mentioned：台湾銀行、土地銀行、合庫商銀、第一銀行、華南銀行、彰化銀行、兆豐銀行、臺企銀、台北富邦、国泰世華、元大銀行、永豐銀行、玉山銀行、台新銀行、中国信託、中国輸出入銀行、国家発展基金
Taiwan Cement has received the Taiwan Architecture and Building Center’s Low-Carbon Circular Building Materials Certification for its flagship Portland limestone cement concrete. It is the only company with both an EPD and domestic certification, enabling it to support environmental assessments for construction projects and streamline sustainable procurement.
Companies mentioned：達欣工程、根基營造、聯聚建設
Lite-On invested $34.3 million to acquire a 21% stake in Singapore optical communications component maker DenseLight, making a full-scale entry into high-speed optical communications. The investment is expected to contribute to revenue from the second half of 2027.
Companies mentioned：DenseLight、南京能利芯
揚博科技’s revenue reached a record NT$406 million in June 2026, with net profit after tax of NT$90 million, up 84.32% year over year. Strong demand for high-end PCBs and semiconductor equipment was the main driver. The company also established a Thailand subsidiary to expand in Southeast Asia.
光寶科 said at an investor conference that its outlook for the second half is optimistic and that it has made a major breakthrough in expanding in North America. AI-related products are expected to account for more than 30%.
Companies mentioned：光寶科
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Facts
Companies mentioned：光寶科
Murata Manufacturing raised its profit forecast for the fiscal year ending March 2027 to 338 billion yen, citing demand for MLCCs used in AI servers and the weak yen. With record-high earnings expected, the company is benefiting from structural growth in the industry.
閎康 announced the sale of an 80% stake in its Shanghai subsidiary for about NT$7.269 billion, with the transaction expected to be completed by the end of 2026. The move will allow the company to focus more on the high-end testing markets in the U.S. and Japan.
Companies mentioned：廈門市產業投資有限公司、廈門市創業投資有限公司、深圳昆博財務管理諮詢有限公司、蘇州工業園區元禾梧棲股權投資合夥企業 (有限合夥)、廈門昆閎投資合夥企業 (有限合夥)、上海閎加企業管理諮詢合夥企業 (有限合夥)、Red Peak Limited