2026-08-01 18:00–21:00 JST

U.S. congressional delegation expresses deep concern over Taiwan Strait situation; 賴清德 presents “Han Kuang-exclusive gifts” to showcase defense resilience

Published 2026-08-01 17:31 ・ Source Taiwan | 風傳媒

A U.S. congressional delegation visited Taiwan to support defense reforms and resilience. President Lai Ching-te presented gifts designed around military equipment, and discussions were held on promoting the development of the drone industry.

Companies mentioned：義美小泡芙

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Could pension back payments for retired military personnel, civil servants and public-school teachers be clawed back? Lee Lai-hsi raises the next step after differences of tens of thousands were deposited; the Executive Yuan “responds this way”.

Published 2026-08-01 17:25 ・ Source Taiwan | 風傳媒

Taiwan’s pension reform began making up benefit shortfalls for about 180,000 retired military personnel, civil servants and public school employees following a law revision at the end of 2025 that halted pension cuts. The Executive Yuan said it respected the actions of the relevant agencies while calling for an early ruling by the Constitutional Court.

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Google Earth pulls AI feature after a misstep: Why has the new feature angered cybersecurity experts?

Published 2026-08-01 17:10 ・ Source Taiwan | 風傳媒

An AI image-generation feature introduced by Google in Google Earth was removed within 24 hours amid concerns it could spread misinformation. Experts warned of a loss of trust and called on companies to take responsibility.

Companies mentioned：Google、American Enterprise Institute、Centre for Information Resilience

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U.S. in “decline”! Dalio warns: A blockade of Taiwan could trigger a “global stock market crash”; just 5 days would be enough to devastate supply chains.

Published 2026-08-01 19:20 ・ Source Taiwan | 鉅亨網

Bridgewater Associates founder Ray Dalio said U.S. intervention in Iran was a strategic mistake. He warned that if Taiwan were blockaded, even a 5-day halt in semiconductor supplies would cause severe disruption to the global economy and stock markets.

Companies mentioned：Bridgewater Associates、TSMC、NVIDIA

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SK hynix surges 30% in a day, but Wall Street is starting to worry.

Published 2026-08-01 19:10 ・ Source Taiwan | 鉅亨網

OriginalSK海力士の株価が1日で30%急騰し、韓国株式市場が大幅反発しましたが、レバレッジ取引の拡大により市場の変動リスクが高まっています。

Companies mentioned：三星電子、美光 (Micron)、Situational Awareness

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長鑫科技 reaches key breakthrough! LPDDR6 development and validation nearly complete; reportedly racing to be first in the world to mass-produce in 2026.

Published 2026-08-01 18:10 ・ Source Taiwan | 鉅亨網

Chinese memory maker 長鑫科技 has nearly completed development validation of LPDDR6 and is aiming to begin mass production in 2026, which would make it the first in the world to do so. The milestone marks an important step in the technological progress of China’s semiconductor industry and signals improved international competitiveness.

Companies mentioned：長鑫科技、SK海力士、三星電子、美光科技、小米、伝音控股、榮耀、OPPO、vivo、蘋果

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Once delivered takeout to Trump! U.S. food delivery giant uses Chinese AI; Congress has had enough and is loudly calling for an investigation.

Published 2026-08-01 18:00 ・ Source Taiwan | 鉅亨網

DoorDash, the largest restaurant delivery platform in the United States, is under congressional scrutiny over its use of Chinese AI models, highlighting tensions between technological dependence and national security. Companies’ pursuit of cost efficiency is colliding with geopolitical risks.

Companies mentioned：Moonshot AI、Anthropic、Siemens、Airbnb

Original

Have AI stocks “bottomed out” after their plunge? 高盛 and JPMorgan disagree, while the market still harbors “these” risks.

Published 2026-08-01 17:20 ・ Source Taiwan | 鉅亨網

AI-related stocks rebounded temporarily after a sharp decline, but it remains unclear whether they have bottomed out. 高盛 and モルガン・スタンレー have differing views, while deleveraging risks and interest rate trends remain concerns.

Companies mentioned：高盛、モルガン・スタンレー、Citadel、Situational Awareness、Allspring Global Investments、Federated Hermes、Shell Capital、Simplify

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Could Apple’s iPhone 18 Pro series become “the most expensive ever”? Reportedly, prices could surge by $300.

Published 2026-08-01 17:10 ・ Source Taiwan | 鉅亨網

Original広発証券のJeff Puアナリストは、iPhone 18 Proシリーズの価格が250～300ドル上昇する可能性を指摘。部品コスト上昇が主因で、需要抑制のリスクも懸念される。

Companies mentioned：広発証券、台積電、Counterpoint Research

Original

【亞德客-KY】 announces that it has been invited to attend an investor conference hosted by 香港美銀證券

Published 2026-07-31 23:55 ・ Source Taiwan | 臺灣證券交易所

亞德客-KY will attend an investor conference hosted by 香港美銀證券 on 115年9月22日 to discuss its 2nd-quarter operations.

Companies mentioned：亞德客-KY、香港美銀證券

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