# AI News 180m Report｜2026-07-31 18:00–21:00 JST｜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.

## 【元大金控】On behalf of 元大證券, 元大金控 announces an adjustment to the leased premises for the right-of-use assets originally obtained from 元大投信

- Published: 2026-07-30T19:13:42+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2885&year=115&month=7&b_date=1&e_date=31&seq_no=8&spoke_time=181342&spoke_date=20260730
- anchor: #n1770922
- Companies mentioned: 元大金控、元大證券、元大投信

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.

## 【零壹】Announcement that the Board approved the appointment of the head of internal audit

- Published: 2026-07-30T19:13:29+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3029&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=181329&spoke_date=20260730
- anchor: #n1770921

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】Announces the date of the board meeting to discuss the company’s financial report for the second quarter of 115

- Published: 2026-07-30T19:11:17+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6794&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=181117&spoke_date=20260730
- anchor: #n1770920

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】Announcement that the Board resolved not to distribute dividends for the first half of the year

- Published: 2026-07-30T19:09:23+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2342&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=180923&spoke_date=20260730
- anchor: #n1770789
- Companies mentioned: 茂矽

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.

## 【正達】On behalf of subsidiary 正達戰術科技股份有限公司, announces the signing of a trilateral cooperation framework agreement with a Middle Eastern state-backed defense supplier and a systems integrator providing technology to GCC countries

- Published: 2026-07-30T19:09:14+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3149&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=180914&spoke_date=20260730
- anchor: #n1770783
- Companies mentioned: 正達

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.

## 【鴻勁】Announces board approval of the consolidated financial report for the second quarter of 115

- Published: 2026-07-30T19:03:40+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7769&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=180340&spoke_date=20260730
- anchor: #n1770782
- Companies mentioned: 鴻勁

鴻勁 released its consolidated financial report for the first half of 115, reporting strong earnings of 56.14 yuan per share.

## 【資通】The board is expected to meet on 115年08月07日 to review the consolidated financial report for Q2 of 115.

- Published: 2026-07-30T19:03:13+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2471&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=180313&spoke_date=20260730
- anchor: #n1770781
- Companies mentioned: 資通

資通 announced that its board will meet on Aug. 7, 115, to review its second-quarter financial report.

## 【艾美特-KY】Correction: Announcement of the company’s consolidated operating revenue for June 115 and cumulative consolidated revenue for January-June 115

- Published: 2026-07-30T19:03:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1626&year=115&month=7&b_date=1&e_date=31&seq_no=3&spoke_time=180311&spoke_date=20260730
- anchor: #n1770780
- Companies mentioned: 艾美特-KY

艾美特-KY corrected its revenue figures for the first half of 115, revising the data upward.

## 【瀚宇博】Announcement that the company’s consolidated financial report for Q2 of 115 was submitted to and approved by the board

- Published: 2026-07-30T19:02:16+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5469&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=180216&spoke_date=20260730
- anchor: #n1770777

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】元大金控, on behalf of its subsidiary Yuanta Securities (Hong Kong), announces a change of director

- Published: 2026-07-30T19:01:38+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2885&year=115&month=7&b_date=1&e_date=31&seq_no=7&spoke_time=180138&spoke_date=20260730
- anchor: #n1770768
- Companies mentioned: 元大金控、元大證券（香港）

元大金控 announced that 蘇詠筑 resigned as a director of 元大證券（香港）, effective July 31, 115.

## 【茂矽】Announcement that the company’s consolidated financial report for the second quarter of 115 was approved by the board

- Published: 2026-07-30T19:00:37+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2342&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=180037&spoke_date=20260730
- anchor: #n1770767

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】Announcement of the Board meeting date to discuss the Company's 115年 second-quarter financial report

- Published: 2026-07-30T18:58:02+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3022&year=115&month=7&b_date=1&e_date=31&seq_no=1&spoke_time=175802&spoke_date=20260730
- anchor: #n1770766
- Companies mentioned: 威強電

威強電’s board is expected to meet on Aug. 7 to review its financial report for the second quarter of 115.

## 【聯友金屬-創】Following the cancellation of the company’s plan to issue common shares in a cash capital increase in 115, the adjustment to the conversion price of its first domestic unsecured convertible bonds announced on July 21 is canceled.

- Published: 2026-07-30T18:56:39+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=7610&year=115&month=7&b_date=1&e_date=31&seq_no=2&spoke_time=175639&spoke_date=20260730
- anchor: #n1770765
- Companies mentioned: 聯友金屬科技股份有限公司

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.

## Insiders sell shares in droves, marking the most bearish sentiment in 21 years. Expert: Gravity will eventually weigh on the stock market

- Published: 2026-07-31T20:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6553505
- anchor: #n1771042
- Companies mentioned: InsiderSentiment.com

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.

## 欣銓 to invest an additional NT$28.5 billion in Taiwan, expanding its Longtan plant with advanced testing equipment and smart production lines

- Published: 2026-07-31T19:49:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555090
- anchor: #n1771043
- Companies mentioned: 中聯資源、富統食品、中鋼、台泥

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.

## Lai Ching-te: Targeting an annual average of 10 million overseas visitors to Taiwan from 2030, with tourism output aiming to surpass NT$1 trillion

- Published: 2026-07-31T19:39:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555024
- anchor: #n1771044
- Companies mentioned: 台積電

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).

## AI demand surge boosts earnings; 鎧俠’s quarterly net profit jumps 45 times

- Published: 2026-07-31T19:30:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555082
- anchor: #n1771045
- Companies mentioned: 貝恩資本、東芝、SK海力士、野村證券

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.

## 力積電 founder 黃崇仁 dies; semiconductor legend leaves behind a legacy of overcoming hundreds of billions in debt and returning to glory

- Published: 2026-07-31T19:12:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555081
- anchor: #n1771046
- Companies mentioned: 力積電、力晶、三菱電機、奇夢達、爾必達

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.

## From extreme fear to euphoria! Taiwan stocks stage a fierce rebound after shaking off margin debt. V-shaped reversal or false bounce? Getting “this key level” wrong is not an option!

- Published: 2026-07-31T19:09:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555089
- anchor: #n1771047
- 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

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.

## Offshore wind power faces multiple challenges; Taiwan Wind Industry Association Chairman 許逸德 offers 4 key recommendations

- Published: 2026-07-31T18:52:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555078
- anchor: #n1770792
- Companies mentioned: 華城 (1519-TW)

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.

## 進泰電子 revenue returns to positive growth; announces completion of NT$210 million cash capital increase

- Published: 2026-07-31T18:50:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555009
- anchor: #n1770793

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.

## 研華’s Q2 net profit rises 1 times year over year, exceeding half its share capital to set a record; first-half EPS of NT$9.05 also hits a record

- Published: 2026-07-31T18:47:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555019
- anchor: #n1770794

The summary of this item is not shown

## 〈航運指數〉SCFI終結連3跌 美國線運價暴增逾1成

- Published: 2026-07-31T18:45:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555011
- anchor: #n1770795

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.

## 〈美律 earnings call〉Q2 non-operating income contributes NT$120 million in earnings, down 51% year over year; EPS of NT$0.5; Q3 peak season expected to drive revenue

- Published: 2026-07-31T18:43:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554958
- anchor: #n1770796

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.

## 【High-volume, sharply rising stocks roundup】Taiwan stocks surge! Two strong performers hit limit-up together! 【3441 聯一光】confirmed! The next diamond in the rough?

- Published: 2026-07-31T18:39:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555012
- anchor: #n1770797
- 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 rose sharply, led by technology shares including 台積電, 鴻海 and 聯發科, while AI-related stocks drew market optimism.

## False breakdown or genuine breakout? 台積電⊕、華邦電⊕、國巨⊕

- Published: 2026-07-31T18:39:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555020
- Article page: https://ainews.idaeo.ai/a/3606826-en.html
- anchor: #n1770798

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.

## Domestic demand exceeds expectations; Taiwan’s Q2 GDP revised up to 12.92%, with growth above 10% for 3 consecutive quarters

- Published: 2026-07-31T18:38:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554954
- anchor: #n1770799
- Companies mentioned: 主計総處

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。

## Cathay 00878 raises distribution to a record NT$1.01; 00881 announces a generous NT$4.6 distribution, with an annualized yield of 14%

- Published: 2026-07-31T18:17:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554953
- anchor: #n1770800

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.

## Spending NT$4.15 billion to make a major push into enterprise AI! Following Microsoft, OpenAI forms an FDE “special forces unit,” teaming up with BCG, Bain and others to build a top-tier consulting network

- Published: 2026-07-31T18:15:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554935
- anchor: #n1770801
- Companies mentioned: OpenAI、TPG、Advent、Bain Capital、Brookfield、Tomoro、Northslope、BBVA、BCG、Bain、Accenture、Anthropic、Microsoft、Amazon

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.

## US and Taiwan stocks reverse course overnight! But this unexploded bomb has yet to be defused

- Published: 2026-07-31T18:12:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554955
- Article page: https://ainews.idaeo.ai/a/3606775-en.html
- anchor: #n1770802
- 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

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.

## Gold poised for its first monthly gain since February after the Federal Reserve held interest rates steady

- Published: 2026-07-31T18:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554590
- anchor: #n1770803
- Companies mentioned: 連邦準備制度理事会

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.

## 慧榮 and 聯發科 to deliver keynote speeches next week, focusing on next-generation AI automotive platforms

- Published: 2026-07-31T18:05:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554938
- anchor: #n1770804
- Companies mentioned: 聯發科

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.

## 創意 benefits from its “favored child” status with 台積電; next year’s capacity access is “very, very optimistic”

- Published: 2026-07-31T17:59:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554789
- Article page: https://ainews.idaeo.ai/a/3606182-en.html
- anchor: #n1770480
- Companies mentioned: 台積電、TSM-US

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.

## 晶碩’s first-half EPS of NT$13.13 hits a record; expects silicone hydrogel to account for 15% of revenue in Q4

- Published: 2026-07-31T17:52:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554860
- Article page: https://ainews.idaeo.ai/a/3606179-en.html
- anchor: #n1770481

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 earnings call〉Q3 revenue expected to rise by up to 5% quarter over quarter; full-year revenue forecast to reach the upper end of its target

- Published: 2026-07-31T17:51:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554850
- Article page: https://ainews.idaeo.ai/a/3606185-en.html
- anchor: #n1770482
- Companies mentioned: 輝達 (NVDA-US)

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.

## 〈聯發科 earnings call〉Raises ASIC market share target to 15%-20%; second-generation ASICs to enter mass production in 2028

- Published: 2026-07-31T17:50:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554849
- Article page: https://ainews.idaeo.ai/a/3606188-en.html
- anchor: #n1770483
- Companies mentioned: 台積電

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.

## 〈Hong Kong stocks at close〉July ends with Hang Seng Index up more than 13% for the month; AI and memory chip stocks outperform on Friday

- Published: 2026-07-31T17:40:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554861
- Article page: https://ainews.idaeo.ai/a/3606245-en.html
- anchor: #n1770484
- 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

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.

## 〈陸股盤後〉三大指數反彈 滬指守穩三千八大關 月線累跌6.4%

- Published: 2026-07-31T17:40:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554597
- Article page: https://ainews.idaeo.ai/a/3606191-en.html
- anchor: #n1770485
- 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

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.

## AI hardware stocks rebound strongly; further gains hinge on a pullback in Apple’s market capitalization

- Published: 2026-07-31T17:38:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554859
- anchor: #n1770486
- Companies mentioned: Apple

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.

## 15 banks back Taiwan’s “national guardians” as they head to the US! National Financing Guarantee Mechanism begins accepting applications today, with US$1.375 billion allocated for the first phase

- Published: 2026-07-31T17:19:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554788
- anchor: #n1770487
- 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

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.

## Taiwan Cement’s Portland limestone concrete receives low-carbon circular building material certification

- Published: 2026-07-31T17:18:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554790
- anchor: #n1770488
- Companies mentioned: 達欣工程、根基營造、聯聚建設

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.

## 〈光寶科 earnings call〉Strategic investment in optical communications component maker DenseLight; revenue contribution could begin as early as the second half of 2027

- Published: 2026-07-31T17:16:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554163
- anchor: #n1770489
- Companies mentioned: DenseLight、南京能利芯

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.

## 揚博’s June revenue hits a record; net profit reaches NT$90 million, up 84% year over year, with EPS of NT$0.71

- Published: 2026-07-31T17:15:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554791
- anchor: #n1770490

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.

## 〈光寶科法說〉拿下北美兩大新CSP客戶訂單 估全年AI營收占比突破3成

- Published: 2026-07-31T17:13:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6528807
- anchor: #n1770491
- Companies mentioned: 光寶科

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%.

## 〈光寶科法說〉Q2毛利率達27% 上半年獲利突破百億元年增逾6成 EPS 4.8元

- Published: 2026-07-31T17:11:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554607
- anchor: #n1770492
- Companies mentioned: 光寶科

Facts:
- 上半年累計稅後純益 108.9 億元
- 年增逾 6 成
- 光寶科第二季營收 527 億元
- Up 21.4% quarter over quarter
- Year-on-year increase of 30.4%
- Gross margin of 27.2%
- Quarter-on-quarter increase of 5.5 percentage points
- Up 5.1 percentage points year over year.
- 營業利益 82.03 億元
- Quarter-on-quarter increase of 100.1%
- Year-on-year increase of 120.1%
- Operating margin of 15.6%
- Quarter-on-quarter increase of 6.2 percentage points
- Year-on-year increase of 6.4 percentage points

## AI server demand surges! Murata Manufacturing sharply raises full-year earnings outlook

- Published: 2026-07-31T17:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554608
- anchor: #n1770493

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 to sell 80% stake in Shanghai subsidiary, with closing expected by year-end

- Published: 2026-07-31T17:07:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554744
- anchor: #n1770494
- 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

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.