Civil servants’ pensions have been deposited! Back payments under the military, civil service and education pension cuts suspension have been issued. Could the money be reclaimed if the law is ruled unconstitutional? The Executive Yuan responds
Published ・ Source Taiwan | 風傳媒
Taiwan's Executive Yuan has begun compensation payments to retired public-sector and education employees under a bill to halt pension cuts, but the possibility of repayment remains if the Constitutional Court rules the measure unconstitutional. The system's sustainability is also a concern.
Latest travel subsidies for 2026! Eligible people can receive 4000 yuan each; see when and how much the Tourism Administration’s 5 payments will be, plus additional subsidies from counties and cities across Taiwan
Published ・ Source Taiwan | 風傳媒
For 2026, Taiwan's Tourism Administration under the Ministry of Transportation and Communications and the Overseas Community Affairs Council announced several travel subsidies for domestic travelers and overseas compatriots returning home. The measures focus on weekday stays, corporate trips and cooperation with local governments, aiming to smooth out tourism demand.
As war reaches schools: Attacks on educational institutions worldwide surge 40%, harming more than ten thousand students and staff
Published ・ Source Taiwan | 風傳媒
From 2024 to 2025, attacks on educational institutions rose 40% across 83 countries worldwide, with more than 8556 incidents recorded. More than 1万600 students and education workers were killed, injured, kidnapped or arrested, putting school safety in a severe crisis.
Companies mentioned：Global Coalition to Protect Education from Attack、War Child UK、Amnesty International、University College London
Opening market update: Taiwan stocks surge past 4萬3! MediaTek, Winbond and Nanya Technology all hit limit-up, while TSMC falls nearly 2% and slips below NT$2400
Published ・ Source Taiwan | 風傳媒
Taiwan stocks opened higher today, with the main index reaching a high of 43,526.62 points. Technology stocks including 联发科 surged, while 台积电 fell nearly 2%.
Mazda and Volkswagen lose out! This is June’s top-selling imported SUV, praised by owners as a fuel-efficient, durable car with no rival at the same price
Published ・ Source Taiwan | 風傳媒
In Taiwan's imported SUV market in June 2026, the Toyota RAV4 retained the top spot with 2,943 units sold, buoyed by strong sales of its PHEV model. The Kia Sportage surged to 2nd place with 952 units, supported by a minor update and hybrid powertrain. New-energy vehicles are driving market growth.
Companies mentioned：Toyota、Kia、Mazda、Volkswagen、Škoda、Sime Darby KIA
Has the worst passed? Institutions say easing AI concerns are driving a rebound in “wrongly punished stocks,” with PCB shares back in favor
Published ・ Source Taiwan | 鉅亨網
Concerns about AI investment have eased, prompting a rebound in PCB-related stocks that were previously wrongly punished and a return of investor funds. CTBC Investments plans to launch a Taiwan-Japan-Korea PCB ETF, reflecting continued optimism about demand for high-end PCBs and the industry’s outlook.
Neoway Asia’s investments enter harvest phase; plans capital increase to raise NT$576 million
Published ・ Source Taiwan | 鉅亨網
Neoway Asia’s revenue for the first 5 months of 2026 has already exceeded its full-year total last year, as its investments enter the harvest phase. The company plans to issue 1.6万 shares to raise NT$576 million, strengthening its strategic positioning in AI, robotics and other areas, as its investment strategy begins to show results.
Can AI pay for itself? Microsoft, Amazon and Alphabet earnings reveal Wall Street’s “new logic”
Published ・ Source Taiwan | 鉅亨網
マイクロソフト, アマゾン and Alphabet posted strong results by monetizing AI investment, with cloud computing taking center stage. Non-cloud companies such as Meta continued to receive weak valuations. The market's benchmark is shifting from spending to revenue.
5-year yuan government bond futures list in Hong Kong today! China Securities Regulatory Commission: “Five-dimensional coordination” will strengthen Hong Kong’s role as an offshore yuan hub
Published ・ Source Taiwan | 鉅亨網
China’s 5-year yuan government bond futures began trading on the Hong Kong Stock Exchange today. China Securities Regulatory Commission Chairman Wu Qing said the launch comes at the right time, will strengthen Hong Kong’s role as an offshore yuan hub, and announced a “五-dimensional coordination” policy framework.
Energy Management Act amendments will affect more than 400 major power users; Chinese National Federation of Industries urges clear rules for electricity contracts that support industrial development
Published ・ Source Taiwan | 鉅亨網
The Taiwan-based industrial association issued a proposal calling for a balance with industrial development, saying amendments to the Energy Management Act would affect more than 400 major electricity users.
Morgan Stanley sees Korean stocks rising another 36% after “leverage shakeout,” with target of 9000 points
Published ・ Source Taiwan | 鉅亨網
Morgan Stanley upgraded South Korean equities to “Overweight,” saying they had 36% upside to 9000 points, driven by AI and an industrial supercycle. It also praised the market's improved health following leverage adjustments.
崇越 posts record Q2 EPS of NT$7.92, earning nearly 1.5 times its capital in the first half
Published ・ Source Taiwan | 鉅亨網
Taiwanese materials distributor 崇越 reported second-quarter revenue of NT$20.83 billion and net profit of NT$1.54 billion, setting a record on the back of AI and HPC demand. The results reflect the expansion of the semiconductor materials market and its growing importance.
Stock spotlight: Lite-On’s AI power and BBU businesses deliver a double boost, lifting outlook for the second half; upbeat investor briefing sends shares to limit-up
Published ・ Source Taiwan | 鉅亨網
At an investor briefing, 光寶科（2301-TW） said AI-related revenue had exceeded 30% and that momentum would remain strong in the second half of the year. Growing demand for power supplies for AI servers and data centers drove significant growth, and the company expanded capital spending. It also announced a strategic investment in Singapore optical communications component maker DenseLight.
S&P volatility hits 3.5%! 高盛 says July index levels remain intact as deleveraging reaches its highest level since the end of 2022, but U.S. stocks are getting harder to trade
Published ・ Source Taiwan | 鉅亨網
According to 高盛's latest research report, position unwinding, rather than an index collapse, was the main driver of the US stock market in July. Volatility in the Standard & Poor's 500 index was limited to 3.5%, and some indices reached new highs, while AI-related stocks and high-momentum shares underwent major corrections. The market is focused on the profitability of AI investment, while expectations for Federal Reserve rate hikes are also having an impact.
U.S. Treasury Secretary Bessent’s handwritten note revealed! Was the rare U.S. move to support the yen driven by concerns about a U.S. debt crisis?
Published ・ Source Taiwan | 鉅亨網
Handwritten notes by US Treasury Secretary Scott Bessent revealed that the United States had directed intervention to buy yen. The move marked the first coordinated US-Japan intervention in 30 years and was intended to prevent Japanese fiscal concerns from spilling over into the US Treasury market.
Taking a cue from Hong Kong’s flexible leverage framework, South Korea considers giving regulators emergency powers to cut leverage; risky 2倍 ETFs could be quickly reduced to 1倍
Published ・ Source Taiwan | 鉅亨網
South Korea’s financial regulator is considering legal amendments that would give it the power to urgently reduce leverage on 2倍 single-stock leveraged ETFs to 1倍 during severe market volatility. The measure aims to prevent a market crisis like this summer’s “July storm” and could have far-reaching effects on retail investors and the ETF ecosystem.
Google urgently halts AI image generation in Google Earth after fictional scenes overlaid on satellite images spread misinformation
Published ・ Source Taiwan | 鉅亨網
Google halted within 48 hours an AI image-generation feature introduced in Google Earth. The feature could overlay fictional scenes on realistic satellite images, posing a risk of misinformation spreading.
Yen bears tremble! Trump loudly backs U.S.-Japan joint market support as Bessent’s notes reveal the real story
Published ・ Source Taiwan | 鉅亨網
The United States and Japan jointly intervened in the foreign exchange market, steering the yen higher. President Trump described the move as a symbol of friendship, with concern for global financial stability also behind it.
Volkswagen to cut 10萬 jobs worldwide, BMW also slashes 8,000; German automakers face their harshest winter
Published ・ Source Taiwan | 鉅亨網
Volkswagen and BMW announced large-scale job cuts of 100,000 and 8,000, respectively, amid worsening earnings caused by the shift to electrification and intelligentization. The move symbolizes the structural crisis facing Germany’s auto industry.
Stock spotlight: Another active ETF hits the market! 00410A surges on heavy volume to gain 1.5% on its first trading day, holding above its issue price
Published ・ Source Taiwan | 鉅亨網
SinoPac Taiwan Technology Trends Active ETF (00410A) surged 1.5% on its July 3 listing debut, with trading volume topping 100,000 lots, signaling strong market interest. The fund focuses on the AI supply chain and demonstrates the resilience of active management.
〈Market Focus〉Rongke completes NT$2.1 billion capital raise through new share issuance; new shares list today as stock climbs on heavy volume
Published ・ Source Taiwan | 鉅亨網
Taiwanese copper foil maker 栄科 raised 2.1 billion yen, and its new shares were listed. Amid growing demand for high-frequency, high-speed copper foil, the company returned to profitability and its share price rose to the limit-up price.
AI computing boom drives memory into a seller’s market! BofA: Samsung’s long-term contracts “limit declines but not gains”; spot prices to keep rebounding ahead of Q4
Published ・ Source Taiwan | 鉅亨網
Surging demand for AI servers has driven up DRAM and NAND prices, giving Samsung the upper hand in pricing through long-term contracts. The key development is that the memory market has shifted to a “seller’s market.”
Trump speaks out! U.S. and Japanese finance ministries confirm first joint effort in 15 years to support the yen
Published ・ Source Taiwan | 鉅亨網
The United States and Japan intervened jointly in the foreign exchange market for the first time in 15 years, seeking to steer the yen higher. President Trump said he was involved and stressed the importance of the U.S.-Japan alliance. The emergency measure aimed to stabilize markets and drew global attention.
JD.com lands Costco deal, becoming China’s only official e-commerce partner
Published ・ Source Taiwan | 鉅亨網
Chinese e-commerce giant JD.com partnered with U.S. retail giant Costco, becoming its sole official online partner in China. The move marks an important step demonstrating the strategic complementarity between the two companies and will have a major impact on China’s retail industry.