# AI News 180m Report｜2026-08-01 18:00–21:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 76 items from 4 sources; Japan, 34 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

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

- Published: 2026-08-01T17:31:23+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153297
- Article page: https://ainews.idaeo.ai/a/3613017-en.html
- anchor: #n1781570
- Companies mentioned: 義美小泡芙

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.

## 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: 2026-08-01T17:25:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153306
- Article page: https://ainews.idaeo.ai/a/3613008-en.html
- anchor: #n1781571

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.

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

- Published: 2026-08-01T17:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153300
- Article page: https://ainews.idaeo.ai/a/3613014-en.html
- anchor: #n1781572
- Companies mentioned: Google、American Enterprise Institute、Centre for Information Resilience

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.

## 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: 2026-08-01T19:20:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555666
- Article page: https://ainews.idaeo.ai/a/3613230-en.html
- anchor: #n1781806
- Companies mentioned: Bridgewater Associates、TSMC、NVIDIA

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.

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

- Published: 2026-08-01T19:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6554932
- Article page: https://ainews.idaeo.ai/a/3613233-en.html
- anchor: #n1781807
- Companies mentioned: 三星電子、美光 (Micron)、Situational Awareness

SK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。

## 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: 2026-08-01T18:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555710
- Article page: https://ainews.idaeo.ai/a/3613158-en.html
- anchor: #n1781668
- 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

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.

## 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: 2026-08-01T18:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555718
- anchor: #n1781503
- Companies mentioned: Moonshot AI、Anthropic、Siemens、Airbnb

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.

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

- Published: 2026-08-01T17:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555671
- Article page: https://ainews.idaeo.ai/a/3613005-en.html
- anchor: #n1781504
- Companies mentioned: 高盛、モルガン・スタンレー、Citadel、Situational Awareness、Allspring Global Investments、Federated Hermes、Shell Capital、Simplify

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.

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

- Published: 2026-08-01T17:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6555523
- anchor: #n1781505
- Companies mentioned: 広発証券、台積電、Counterpoint Research

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。

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

- Published: 2026-07-31T23:55:39+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=1590&year=115&month=7&b_date=1&e_date=31&seq_no=6&spoke_time=225539&spoke_date=20260731
- anchor: #n1781567
- Companies mentioned: 亞德客-KY、香港美銀證券

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.