# AI News 180m Report｜2026-08-03 12:00–15:00 JST｜Page 8 of 8

One place for news and notices from 2 countries/regions: Japan, 590 items from 1 source; Taiwan, 138 items from 3 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 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: 2026-08-03T11:28:06+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153491
- anchor: #n1798072
- Companies mentioned: 銓敘部、考試院、司法院

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: 2026-08-03T11:27:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153474
- anchor: #n1798073

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: 2026-08-03T11:16:42+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153446
- anchor: #n1798074
- Companies mentioned: Global Coalition to Protect Education from Attack、War Child UK、Amnesty International、University College London

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.

## Get rich starting in August! 3 zodiac signs see a major turnaround as clouds lift, with workplace benefactors seeking them out and savings multiplying

- Published: 2026-08-03T11:15:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153486
- anchor: #n1798075
- Companies mentioned: 搜狐網

8月上旬、羊・蛇・虎の3つの干支に財運の好転が予測される。入金やビジネスチャンスの増加により、経済的な安定が期待できる。これは個人の運勢に関する占い情報であり、企業発表ではない。

## 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: 2026-08-03T11:10:49+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153475
- anchor: #n1798076
- Companies mentioned: 台积电、鸿海、联发科、华邦电、南亚科

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: 2026-08-03T11:01:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11152571
- anchor: #n1798077
- Companies mentioned: Toyota、Kia、Mazda、Volkswagen、Škoda、Sime Darby KIA

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.

## International scrap steel prices remain unsettled as downstream buyers hold back; Feng Hsin keeps rebar prices unchanged for a second consecutive week

- Published: 2026-08-03T13:49:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556931
- anchor: #n1798714

Taiwan rebar maker 豊興 held prices steady for the 2nd consecutive week, amid uncertainty in international scrap steel prices and weak domestic demand.

## Has the worst passed? Institutions say easing AI concerns are driving a rebound in “wrongly punished stocks,” with PCB shares back in favor

- Published: 2026-08-03T13:47:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556925
- anchor: #n1798715
- Companies mentioned: 欣興、景碩、台燿、聯茂、金居、高盛、微軟、亞馬遜

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: 2026-08-03T13:13:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556899
- anchor: #n1798716
- Companies mentioned: 星宇航空、冠星-KY、長廣精機、Agility Robotics、豐田汽車、第一金證券

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: 2026-08-03T13:09:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556115
- anchor: #n1798717
- Companies mentioned: マイクロソフト、アマゾン、Alphabet、オラクル、Meta、NVIDIA、Anthropic

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: 2026-08-03T13:01:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556857
- anchor: #n1798360
- Companies mentioned: 香港交易所

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: 2026-08-03T12:59:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556871
- anchor: #n1798361

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: 2026-08-03T12:42:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556132
- anchor: #n1798362
- Companies mentioned: Samsung Electronics、SK Hynix

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.

## Number of ETFs with 1 million beneficiaries grows to 6; active ETF duo 00403A and 00981A make the list

- Published: 2026-08-03T12:39:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556843
- anchor: #n1798363
- Companies mentioned: 元大證券、統一投信

台湾のETF市場で、受益者数が100万人を超える商品が6本に拡大。特にアクティブ型ETFの00403Aと00981Aが急成長し、市場の注目を集めている。

## 崇越 posts record Q2 EPS of NT$7.92, earning nearly 1.5 times its capital in the first half

- Published: 2026-08-03T12:34:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556830
- anchor: #n1798364

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: 2026-08-03T12:33:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556836
- anchor: #n1798366
- Companies mentioned: DenseLight

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: 2026-08-03T12:30:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556663
- anchor: #n1798367
- Companies mentioned: 高盛、Meta、微軟、亞馬遜

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: 2026-08-03T12:20:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556710
- anchor: #n1798368
- Companies mentioned: 花旗グループ、ニューヨーク連邦準備銀行、FRB

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: 2026-08-03T12:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556752
- anchor: #n1798369
- Companies mentioned: 南韓金融委員會 (FSC)、金融監督院 (FSS)、香港證監會

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.

## Labor funds post bumper first-half gains of NT$2.2 trillion, with 28.46% return; average new labor pension bonus tops NT$110,000

- Published: 2026-08-03T12:03:21+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556789
- anchor: #n1798370

The summary of this item is not shown

## Google urgently halts AI image generation in Google Earth after fictional scenes overlaid on satellite images spread misinformation

- Published: 2026-08-03T11:45:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556145
- anchor: #n1797989
- Companies mentioned: BBC

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: 2026-08-03T11:42:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556708
- anchor: #n1797990
- Companies mentioned: 高盛、みずほ銀行、ブルームバーグ、ロイター、フィナンシャル・タイムズ

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: 2026-08-03T11:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556659
- anchor: #n1797991
- Companies mentioned: Volkswagen、BMW、Porsche、Mercedes-Benz、Bosch、Schaeffler、ZF Friedrichshafen、Continental

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: 2026-08-03T11:38:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556768
- anchor: #n1797992

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: 2026-08-03T11:21:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556679
- anchor: #n1797993
- Companies mentioned: 金居 (8358-TW)

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: 2026-08-03T11:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556689
- anchor: #n1797994
- Companies mentioned: Samsung、Amazon、Microsoft、Alphabet、Meta、Oracle、TrendForce、DRAMeXchange、Merrill Lynch

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: 2026-08-03T11:08:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556649
- anchor: #n1797995
- Companies mentioned: 日本銀行、米国財務省、日本財務省

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: 2026-08-03T11:06:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556130
- anchor: #n1797996
- Companies mentioned: 沃爾瑪、亞馬遜海外購、IKEA

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.