# AI News 180m Report｜2026-08-03 18:00–21:00 JST｜Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 144 items from 3 sources; Japan, 116 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Anime fans, head to 老賴茶棧! Cups featuring 13 Hunter characters and 4 new white peach oolong drinks arrive for a limited time

- Published: 2026-08-03T18:21:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153686
- anchor: #n1801419

Taiwanese bubble tea brand 老賴茶棧 is launching its first collaboration with 『HUNTER×HUNTER』, releasing 13 limited-edition character cups and 4 new white peach oolong drinks from Aug. 3. The collaboration is expected to excite fans and draw customers.

## Boss absconds with 300 million! Were there early warning signs of trouble at “小羊卡牌社”? Expert reveals 3 suspicious practices: so many people were duped

- Published: 2026-08-03T18:18:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153638
- anchor: #n1801236
- Companies mentioned: 小羊カード社

Taipei’s 小羊カード社 has collapsed, causing losses of 300 million yen. A card expert pointed to 3 suspicious practices, but many customers suffered losses.

## Winnie-the-Pooh turns 100 and becomes a wedding ring: ALUXE's Honey Halo collection uses two-tone diamonds to seal a lifelong promise

- Published: 2026-08-03T18:18:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153693
- anchor: #n1801421
- Companies mentioned: Disney

To mark the 100th anniversary of the publication of the original Winnie-the-Pooh book, wedding jewelry brand ALUXE has launched the Honey Halo collaboration ring collection. Inspired by honey and honeycombs, the designs combine yellow and white diamonds to turn the emotions of a fairy tale into an eternal promise. The products are now available in Taiwan, Hong Kong, Macau and Singapore.

## 周渝民劉濤《大宋宮詞》不是最爛！愛奇藝評價最慘陸劇TOP10，這1部2.9分墊底、李昀銳黃楊鈿甜也救不了

- Published: 2026-08-03T18:15:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153637
- anchor: #n1801237
- Companies mentioned: 愛奇藝、豆瓣

Facts:
- 《冰湖重生》｜豆瓣評分：2.9分
- 《鹿鼎記》｜豆瓣評分：3.2分
- 《太古神王》｜豆瓣評分：3.5分
- 《大宋宮詞》｜豆瓣評分：3.8分
- 《臨界天下》｜豆瓣評分：4.0分
- 《玉昭令》｜豆瓣評分：4.0分
- 《仙劍四》｜豆瓣評分：4.3分
- 《新白娘子傳奇》｜豆瓣評分：4.4分
- 《白玉思無瑕》｜豆瓣評分：4.4分
- 《鳳唳九天》｜豆瓣評分：4.5分

## 藍田國小 inauguration ceremony held! 陳其邁: The nation's first all-steel school building combines net-zero carbon reduction and sustainability

- Published: 2026-08-03T18:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153696
- anchor: #n1801423

高雄市長陳其邁宣布全國首座全鋼構國小「藍田國小」將於8月31日開學。該校耗資10.7億元，融合淨零減碳與永續設計，具備太陽能發電與儲能系統，成為教育與綠建築典範。

## Skipped his physical exam, then went abroad to have fun! Sanchong draft evader ignored notices and stayed overseas for 2 years, earning a prison sentence

- Published: 2026-08-03T18:01:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153634
- anchor: #n1801238

A 21-year-old man from Sanchong District, New Taipei City, Taiwan, was sentenced to 3 months in prison for skipping his military service examination without authorization, leaving the country under the pretext of tourism and failing to return for 2 years. The case was described as a serious incident undermining fairness in the military service system.

## Mid-Autumn Festival gifts are no longer just mooncakes: 鴻鼎菓子's Moon Goddess collection offers 3 creative cookies inspired by Taiwan's flavors of reunion

- Published: 2026-08-03T17:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153689
- anchor: #n1801425

Taiwanese gift brand 鴻鼎菓子 has unveiled 3 creative cookies for the Mid-Autumn Festival, reimagining traditional Taiwanese flavors such as egg-yolk pastries and barbecue. It is also launching limited-edition packaging and social contribution initiatives, while stepping up its outreach to the B2C and corporate gift markets.

## China expands exit and entry controls! Those who violate export controls will be barred from leaving the country. Scholar: Leave before the new rules take effect!

- Published: 2026-08-03T17:56:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153628
- anchor: #n1801013
- Companies mentioned: アリババ、DeepSeek、Manus、Meta

China will tighten exit bans from Sept. 15 for people involved in export control violations or acts related to national security. The measures aim to prevent technology leaks and will also affect activities abroad. Experts warn that freedom of movement will be restricted.

## 義美 and 杜老爺 lose out! Taiwan's top 10 tub ice cream brands: this one takes the crown, with fans praising its rich flavor and saying it's not cloyingly sweet

- Published: 2026-08-03T17:49:26+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153588
- anchor: #n1801014
- Companies mentioned: 義美、杜老爺、31冰淇淋、Baskin Robbins 31、meiji、明治、Niseko、新雪口、小美冰淇淋、Häagen-Dazs、哈根達斯、WA!COOKIES、COLD STONE、酷聖石冰淇淋、阿奇儂

Facts:
- The largest size can hold about 1200 grams of ice cream
- 明治's family-size tub ice cream comes in 2-liter and 4-liter sizes
- Niseko's biggest distinction is its use of milk from Hokkaido's Tokachi region, giving it a rich milky flavor. It also offers innovative flavors such as mango yogurt, black tea milk foam and raisin butter cookies. Its 1-liter family-size ice cream comes in a square container.
- 義美's ice cream range combines traditional flavors with innovative designs. Alongside classics such as red bean milk and peanut milk, it also offers family-size tubs of ice cream, each about 1 liter.
- 杜老爺 also offers large tubs of ice cream, including 1-liter and 3-liter sizes

## Beitou's Open Lab, backed by 日月光, connects Paper Kite with Thailand's Monster Music Festival; heavy rock wows Thai fans

- Published: 2026-08-03T17:49:20+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153626
- anchor: #n1801015
- Companies mentioned: 日月光文教基金會、臺北流行音樂中心

Taiwanese young heavy rock band 「紙鳶Seizer」 will perform at Thailand’s major Monster Music Festival through the Taipei Music Center and the 「Open Lab」 program of 日月光文教基金會. The band earned high praise at its first international stage overseas.

## 陳其邁上任連續5年零舉借！高雄受限債務減312億元、穩健推動重大建設

- Published: 2026-08-03T17:46:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153677
- anchor: #n1801429

高雄市長陳其邁上任後連續五年達成零舉借，受限債務減少312億元，並透過自償性融資推動軌道建設與社宅，展現財政紀律與城市發展的平衡。

## 三商壽 expected to merge into 玉山金 on 9/1 and be renamed 玉山人壽 on 12/1

- Published: 2026-08-03T17:39:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153625
- anchor: #n1801016
- Companies mentioned: 玉山金控、三商美邦人壽

The summary of this item is not shown

## 蘇巧慧 took leave to attend events, yet her voting light in the Legislative Yuan lit up 47 times. Taiwan People's Party alleges document forgery: “This is unbelievable”

- Published: 2026-08-03T17:36:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153621
- anchor: #n1801017

DPP legislator 蘇巧慧 was on leave, yet her voting light lit up 47 times during Legislative Yuan votes. The Taiwan People's Party accused someone of pressing the button on her behalf, alleging document forgery and filing a report, and called for responsibility to be clarified.

## Was 台糖's toxic oil exempt from reporting because it was a semi-finished product? KMT lawmaker cites “Sudan red case” documents to rebut 林靜儀: “Applying double standards”

- Published: 2026-08-03T17:35:59+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153616
- anchor: #n1801018
- Companies mentioned: 台灣糖業公司、中聯油脂、衛生福利部

台糖5月檢出中聯油脂原料苯駢芘超標，未通報僅換貨，遭批雙標。藍委陳菁徽引用衛福部「蘇丹紅」公文反駁，質疑標準不一，凸顯食安通報制度漏洞。

## One 全聯 fresh milk is so tasty it often sells out! Savvy shoppers love its “rich milky flavor and smooth, nourishing taste”: “Once you try it, you can't go back”

- Published: 2026-08-03T17:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153562
- anchor: #n1801019
- Companies mentioned: 全聯超市

“別海北海道牛乳,” sold at 全聯超市, has sparked a buying frenzy in Taiwan because its flavor closely resembles local Hokkaido milk. Consumers generally praise its rich, smooth taste, and it continues to sell well despite its higher price.

## Taiwanese people's “10 major shortcomings” revealed! Many say they completely agree, and this one resonates most across Taiwan

- Published: 2026-08-03T17:29:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153620
- anchor: #n1801020

Writer Ku Ling listed the 10 biggest shortcomings of Taiwanese people, sparking widespread resonance and discussion. He stressed that the aim was to encourage self-reflection and social progress.

## Weather／Will Typhoon Baidolphin bring a typhoon day off? Latest nationwide storm impact probabilities released, with the highest figures in Taipei, New Taipei and Keelung

- Published: 2026-08-03T17:27:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153619
- anchor: #n1801021

Typhoon No. 13 Baidolphin is approaching Taiwan, with Keelung, Taipei and New Taipei facing the highest chances of storm impact. Local governments will decide whether to declare a day off based on conditions, drawing widespread public attention.

## LINE announces it will discontinue “1 major feature”! Data will be deleted in full starting this day; a look at the shutdown schedule and how to back up

- Published: 2026-08-03T17:25:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153604
- anchor: #n1801022
- Companies mentioned: TikTok、YouTube Shorts、Facebook、Instagram Reels

LINE announced that it will discontinue its short-form video service LINE VOOM in the Taiwan market on Sept. 30, 2026. Users should back up their data in advance.

## Zhang Linghe and Wang Churan’s 《這一秒過火》 loses! The champion of July’s TOP10 Chinese drama online viewership rankings is this one: a dream team of stunning stars, too good to miss

- Published: 2026-08-03T17:20:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153617
- anchor: #n1801023
- Companies mentioned: 《百花殺》、《千香》、《野狗骨頭》、《這一秒過火》、《愛情有煙火》、《莫離》、《問心2》、《燦如繁星》、《懸案》、《雀骨》

Facts:
- 《百花殺》 topped the TOP10 ranking of Chinese dramas by online viewership in July, with 621 million views
- 《野狗骨頭》｜Online viewership: 414 million
- 《雀骨》｜Online viewership: 440 million
- 《千香》｜Online viewership: 543 million
- 《這一秒過火》｜Online viewership: 367 million
- 《愛情有煙火》｜Online viewership: 271 million
- 《燦如繁星》｜Online viewership: 292 million
- 《懸案》｜Online viewership: 304 million
- 《問心2》｜Online viewership: 270 million
- 《莫離》｜Online viewership: 235 million

## Does the civilian minister understand the defense ministry? A Gu Lixiong interview reveals 5 key issues behind Taiwan’s defense reform

- Published: 2026-08-03T17:17:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153609
- anchor: #n1801024

Taiwan Defense Minister Gu Lixiong has spent 2 years promoting civilian leadership, a reversal in military procurement priorities and reserve force reform. But a 210 billion yuan drone budget is stalled in the Legislative Yuan, posing challenges to military readiness upgrades.

## Why is Ariana Grande choosing to step away for a while? After years of comments about her body, she hopes the public will stop doing 1 thing

- Published: 2026-08-03T17:10:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153615
- anchor: #n1801025
- Companies mentioned: Ariana Grande、倫敦音樂劇《Sunday in the Park with George》、美國國家飲食失調協會、Elizabet Altunkara、克里夫蘭診所、Adam Borland

Facts:
- After launching the Eternal Sunshine Tour and releasing new work in 2026
- 原定於2027年演出的倫敦音樂劇《Sunday in the Park with George》
- As of August 3, 2026

## Hungkuo Delin University of Technology and Ching Hsi Rotary Club bring support to rural Hualien, joining forces to build a new chapter in local revitalization through expertise and public service

- Published: 2026-08-03T17:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153676
- anchor: #n1801440
- Companies mentioned: 華經資訊企業公司、吉薇集思廣告公司、歐原品牌形象公司

Hungkuo Delin University of Technology and Ching Hsi Rotary Club brought support to rural Hualien through donations of refurbished computers, campus murals and student hospitality services, putting university social responsibility into practice and promoting local revitalization. The cross-sector partnership brings together educational, charitable and industry resources and has far-reaching significance for rural development.

## Zhaoji is in trouble—is your rent safe? 3 questions explain the regulatory differences between Taiwan and Japan, and the safeguard Taiwan lacks

- Published: 2026-08-03T17:08:29+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153614
- anchor: #n1801026
- Companies mentioned: 兆基屋管、趙姬投資、寄居蟹管理顧問、宏碁集團、Smart Days

Facts:
- Zhaoji currently manages about 28,000 households
- One person invested 9 million
- Taiwan’s Company Act stipulates that each private placement of corporate bonds by a non-public company generally cannot involve more than 35 people
- Japan’s approach is similar, focusing mainly on whether each offering is solicited to 50 or more ordinary investors
- 趙姬投資規劃發行10億元無擔保公司債
- Annual interest rate of up to 9%
- Interest rates of 8% to 12%
- 李建成提出以1萬6000張兆基屋管股票抵債
- Calculated at 70 yuan per share
- Total value of about 1.12 billion yuan
- About 700 homeowners lost their rental income

## Get your ID card out! Match the “2 numbers” to get free theme park admission, or tickets for 288 yuan; a look at August deals at 11 theme parks across Taiwan

- Published: 2026-08-03T17:06:19+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153482
- anchor: #n1801027
- Companies mentioned: 六福村、小人國、義大世界、麗寶樂園、劍湖山世界、綠舞莊園、尚順育樂世界、遠雄海洋公園、木棉花集團

Facts:
- Father’s ticket: 288 yuan
- Bring Dad along: 888 yuan for 2 people
- 40th anniversary special
- Promotional ticket price: Visit during the campaign period and get the special price of 880 yuan
- All-day pass: 599 yuan
- Limited-time summer vacation ticket promotion: 950 yuan

## First for a Taiwanese drugmaker! Taiwan Toyo successfully develops a homegrown third-generation EGFR-TKI targeted lung cancer drug, covered by health insurance starting in August

- Published: 2026-08-03T17:01:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153608
- anchor: #n1801028

Taiwan Otsuka will add Aumolertinib, Taiwan’s first domestically produced third-generation EGFR-TKI targeted lung cancer drug, to insurance coverage in August. Development, manufacturing and clinical data were all completed domestically, advancing local medical production and self-reliance in the pharmaceutical industry.

## Snack noodles mark 40 years in Taiwan! Lin Lung-hsuan crafts the first catchy theme song, while Wu Yi-hsuan dances sweetly in the music video

- Published: 2026-08-03T16:54:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153695
- anchor: #n1801446

Star Tao snack noodles are celebrating 40 years in Taiwan with limited-edition larger packs, a points campaign, a 3D EasyCard and the brand’s first theme song music video, produced by Lin Lung-hsuan and featuring Wu Yi-hsuan. The promotions reward consumers and strengthen the brand image.

## 信錦Q2業外挹注純益季增2倍 上半年EPS1.65元

- Published: 2026-08-03T19:58:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557387
- anchor: #n1801326
- Companies mentioned: 信錦

Facts:
- 稅後純益 1.87 億元
- Up 267% quarter on quarter
- Up 54.6% year on year
- Earnings per share: 1.3 yuan
- First-half earnings per share: 1.65 yuan
- 第二季營收 20.06 億元
- Down 5.2% quarter on quarter
- Down 6.9% year on year
- Gross margin: 14.2%
- Down 5.2 percentage points quarter on quarter
- 營業淨損 0.37 億元
- Narrowed 75% from the same period last year
- 上半年營收 41.21 億元
- Down 6.3% year on year
- Gross margin: 17.2%
- 營業利益 6.32 億元

## First major overhaul of the disposition stock system in 30 years! TWSE: At least ten versions revised; mechanism remains neutral and does not favor bulls or bears

- Published: 2026-08-03T19:57:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557384
- anchor: #n1801327

The Taiwan Stock Exchange has revised its disposition stock system for the first time in 30 years, shortening the disposition period and increasing the frequency of trade matching to 2-minute intervals. The changes take effect on Aug. 10 and aim to improve neutrality and liquidity.

## Will the US and Iran hold diplomatic talks? Iran only hints at progress in negotiations over the Strait of Hormuz

- Published: 2026-08-03T19:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557382
- anchor: #n1801328
- Companies mentioned: アメリカ、イラン、オマーン、イスラエル

As tensions between アメリカ and イラン entered their 6th month, President Trump called off a military attack on Iran and shifted to diplomatic negotiations. Iran denied direct talks and is pursuing discussions with オマーン on safe shipping routes.

## Juying posts first-half EPS of 0.96 yuan, expands capacity in Q3 to meet peak-season demand

- Published: 2026-08-03T19:38:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557383
- anchor: #n1801329

Juying posted first-half 2026 earnings per share of 0.96 yuan, supported by strong demand for high-end insulation materials. It will expand capacity in Q3 to meet peak-season market demand. The financial performance reflects its competitive edge in semiconductor materials.

## Research firm: Global smartphone revenue rose 7% year on year in Q2; Apple’s revenue share reached a record 49% for the quarter

- Published: 2026-08-03T19:36:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557376
- anchor: #n1801330
- Companies mentioned: Apple、Samsung、Xiaomi、OPPO、vivo

Global smartphone market revenue rose 7% year on year in the second quarter of 2026 to a record 109 billion US dollars. Apple’s revenue share reached 49%, driven mainly by strong demand for the iPhone 17 series, signaling a shift from competition over shipment volume to value-driven growth.

## 合勤控 earns 510 million yuan in Q2, up more than 3 times quarter on quarter; EPS of 1.55 yuan

- Published: 2026-08-03T19:20:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557370
- anchor: #n1801331
- Companies mentioned: 合勤控

The summary of this item is not shown

## Don’t rush to buy the hardest-hit stocks! The next stocks poised to surge have these 3 characteristics

- Published: 2026-08-03T19:12:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557378
- anchor: #n1801332
- Companies mentioned: 台积电、联发科、日月光、智邦、南亚科、国巨、緯穎、川湖、奇鋐

Taiwan’s stock market rebounded quickly after a sharp drop, with sentiment shifting from panic to optimism. But analysts warn that investors should watch whether the rebound becomes a trend. This article examines current market conditions, noting a marked decline in margin balances, successive gains among leading stocks, and the influence of foreign investors and the Taiwan dollar on the market.

## 〈Real Estate〉As stock prices soar, funds shift into housing; July home transactions in Taiwan's 6 major cities topped 20,000 units for the first time in 19 months

- Published: 2026-08-03T19:01:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557281
- anchor: #n1801161
- Companies mentioned: 信義房屋、永慶房屋

In July 2026, the number of building sale-and-transfer units across Taiwan’s 6 special municipalities reached 20,506, topping the 20,000 mark for the first time in 19 months. The main factors were an influx of funds from rising share prices and handovers of new homes, bringing renewed optimism to the market.

## South Korean presidential policy chief Kim Yong-beom reported to prosecutors, accused of hastily pushing leveraged ETFs

- Published: 2026-08-03T19:00:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557273
- anchor: #n1801162

South Korean presidential office policy chief Kim Yong-beom has been criminally charged over his alleged role in the aggressive introduction of high-risk leveraged ETFs. The move caused investor losses and market turmoil, sparking major political controversy.

## Unfairly sold off! Set the record straight! Winbond⊕, Yageo⊕, 上詮⊕, 華星光⊕, EDOM⊕

- Published: 2026-08-03T18:57:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557371
- anchor: #n1801163
- Companies mentioned: 台積電、創意、聯發科、鴻海、緯穎、日月光投控、力成、京元電、聯亞、上詮、波若威、華星光、光環、台光電、南亞、聯茂、台燿

Taiwan’s stock market has rebounded, with AI-related stocks in focus. A triple bottom in technical, capital-flow and fundamental terms has raised hopes for a recovery.

## Investors take note! Taiwan Stock Exchange: Trading restrictions on disposition stocks cut to 5 days, matching changed to every 2 minutes; takes effect 8/10

- Published: 2026-08-03T18:51:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557274
- anchor: #n1801164

Starting Aug. 10, 2026, the Taiwan Stock Exchange will shorten trading restrictions on stocks under disposition to 5 days and introduce matching approximately every 2 minutes. The changes aim to improve market liquidity and are an important improvement for investors.

## Analysts sharply divided on target for ChangXin Memory Technologies; valuation gap reaches 1 trillion dollars

- Published: 2026-08-03T18:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557039
- anchor: #n1801165
- Companies mentioned: 三星電子、SK 海力士、美光、野村國際、Tiger Fund Management、安本投資、晨星公司、Bold Wealth Partners、霸菱集團

Analysts are sharply divided in their assessments of ChangXin Memory Technologies after its listing, with valuations ranging from 160 billion to 1.1 trillion dollars. The spread reflects both its technological potential and market risks, as well as its importance to China's drive for semiconductor self-sufficiency.

## MSI confirms ex-dividend date of 8/20, with a dividend of NT$4.2 per share to be paid on 9/17

- Published: 2026-08-03T18:31:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557269
- anchor: #n1801166
- Companies mentioned: NVIDIA

微星が8月20日に1株4.2元の除息を実施し、9月17日に配当支払い。AI PC「RTX Spark」が欧中米で好調な受注を獲得し、成長の柱に。

## Sind Technology's Q3 revenue remains strong; July revenue of NT$638 million points to another full-year record

- Published: 2026-08-03T18:29:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557265
- anchor: #n1801167
- Companies mentioned: 台積電、臻鼎-KY、景碩

Sind Technology's second-quarter 2026 revenue reached a record NT$1.824 billion, while July revenue of NT$638 million also set a record for the same period. Driven by growth in both semiconductor and PCB equipment, full-year revenue is expected to rise 10-15% year over year and reach a new high.

## 【A roundup of high-volume, sharply rising stocks】Taiwan stocks rebound for 2 straight days; here's the next market leader—don't miss out!

- Published: 2026-08-03T18:28:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557267
- anchor: #n1801168
- Companies mentioned: 台積電、鴻海、聯發科、亞馬遜、蘋果、SK 海力士、超微、Sandisk、SpaceX、Lumentum、環宇、聯亞、華星光、上詮、全新、波若威、光聖、聯鈞、訊芯、汎銓、IET、光環、聯一光、緯創、華邦電、晶豪科、日電貿、南亞科、創意、中纖、映泰、華東、旺宏、光鼎、奇鋐、欣興、尖點、聯茂、陽程、信昌電、富喬、精材、金山電、能率、台燿、鈺創、亞電、萬潤、廣穎、新盛力、漢磊、群聯

Facts:
- The weighted index opened lower and climbed through the day, ending up 266.66 points
- The weighted index opened lower and climbed through the day, ending up 266.66 points to close at 43386.41
- 成交量 8445.31 億
- 外資賣超 191.90 億元

## A “once-in-a-century flood” hits memory chips! Apple warns of soaring costs as Nomura sees DRAM revenue topping 2 trillion dollars, a new record

- Published: 2026-08-03T18:20:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556985
- anchor: #n1801169
- Companies mentioned: Apple、Qualcomm、SK Hynix、Samsung Electronics、Kioxia、SanDisk、NVIDIA、MediaTek、Unisoc

The supply-demand crunch in memory chips driven by AI demand has been described as a “once-in-a-century flood,” while Apple and Qualcomm have warned of cost pressures. Nomura Securities forecasts that the DRAM market will grow to more than $2 trillion by 2030.

## Blue-chip giants lose steam as actively managed ETFs' locked-up holdings shine; institutions name “these 3 sectors” as ready to lead the next catch-up rally!

- Published: 2026-08-03T18:18:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557224
- anchor: #n1801170
- Companies mentioned: 台積電 (2330-TW)、創意 (3443-TW)、欣興 (3037-TW)、奇鋐 (3017-TW)、長廣 (7795-TW)、景碩 (3189-TW)、京元電子 (2449-TW)

Taiwan's heavyweight stocks are taking a short-term breather, while small- and mid-cap stocks are rallying as institutional funds shift. ABF substrates, thermal management and optical communications are the 3 sectors in focus as the market returns to a period of fundamental scrutiny.

## 國產 subsidiary 惠普 sees shipments lifted by a wave of project handovers; full-year outlook upbeat

- Published: 2026-08-03T18:15:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557142
- anchor: #n1801171
- Companies mentioned: 國產、國宇建材

國產 subsidiary 惠普 is leveraging its strengths in low-carbon solutions and production-line upgrades to steadily increase the share of new construction orders, with full-year performance expected to be upbeat. Its calcium silicate board has a 25% market share, and the company is developing a high-sound-insulation composite partition-wall system to target the premium market.

## 萬事達卡揭密「智慧商務支付」新趨勢 近6成民眾準備好讓AI當購物管家

- Published: 2026-08-03T18:14:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557139
- anchor: #n1801172

A Mastercard survey found that nearly seven in ten Taiwanese use AI assistants every week, while 57% are willing to let AI act as a shopping concierge, ushering in the era of “agentic commerce.” Security and credit-card rewards are key drivers.

## TTY develops its own third-generation EGFR-TKI targeted lung cancer drug; added to health insurance coverage in August

- Published: 2026-08-03T18:10:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556072
- anchor: #n1801173

The summary of this item is not shown

## Is the sharp drop in South Korean stocks a buying opportunity? Morgan Stanley upgrades its rating to “Overweight,” sees 36% upside for KOSPI

- Published: 2026-08-03T18:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556712
- anchor: #n1801175
- Companies mentioned: モルガン・スタンレー、三星電子、SK海力士

モルガン・スタンレー upgraded its rating on the South Korean stock market to “overweight,” saying the KOSPI has 36% upside. The AI and industrial supercycle is a key investment theme.

## U.S. and Japan intervene jointly in currency markets for the first time in nearly 30 years; markets watch for a new wave of “carry-trade unwinding”

- Published: 2026-08-03T18:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557016
- anchor: #n1801174
- Companies mentioned: 瑞穗銀行、三菱UFJ銀行、盛寶銀行

The United States and Japan have jointly intervened to buy yen for the first time in about 30 years. The yen surged, and markets are watching for the next policy moves.

## AOI equipment maker Machvision posts another record in July revenue, up 1.28% month over month and 31.84% year over year

- Published: 2026-08-03T18:09:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557140
- anchor: #n1801176

AOI equipment maker Machvision posted record revenue of NT$359 million in July 2026, benefiting from demand for inspection equipment driven by AI and high-speed communications. The company continues to grow through its dual focus on PCB and semiconductor markets, with an upbeat outlook.

## Don't be misled by earnings reports! Even a prominent bull warns AI capital spending could peak as 2 major danger signs emerge

- Published: 2026-08-03T18:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557037
- anchor: #n1800946
- Companies mentioned: Leuthold Group、Meta、Microsoft、Alphabet、Amazon、UBS、Tesla

Jim Paulsen of Leuthold Group warned that AI-related capital spending may have peaked. Two danger signals have emerged in the market: weakening share prices and a decline in capital goods orders.

## SinoPac teams up with 京城 to launch innovative temple finance; BDM/ATM installed for the first time at Beigang Chaotian Temple in central Taiwan

- Published: 2026-08-03T17:55:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557144
- anchor: #n1800947
- Companies mentioned: 京城銀行

SinoPac Bank and 京城銀行 have partnered to install BDMs and ATMs at Beigang Chaotian Temple for the first time, helping the temple manage cash flows and making financial services more convenient for worshippers. The initiative combines local ties with financial technology, showcasing innovation in financial services.

## 〈Hong Kong Market Close〉Hang Seng Index climbs back above 26000; Alibaba surges 7% to lead tech stocks

- Published: 2026-08-03T17:39:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557141
- anchor: #n1800948
- Companies mentioned: アリババ、騰訊控股、百度グループ、快手、小米集團、理想汽車、小鵬汽車、信義光能、協鑫科技、MiniMax、商湯、南方兩倍做多海力士、南方兩倍做多三星電子、兆易創新

Hong Kong stocks recovered, with the Hang Seng Index reclaiming 26000 points. アリババ surged 7% after announcing a new AI model, leading gains in tech stocks.

## Team Group posts record Q2 EPS of NT$26.47; first-half earnings exceed 5 times paid-in capital

- Published: 2026-08-03T17:39:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557134
- anchor: #n1800949
- Companies mentioned: TrendForce

Taiwanese memory module maker Team Group reported Q2 earnings per share of 26.47 yuan, a record high. Supply constraints driven by growing AI demand boosted its performance.

## HD Renewable Energy strengthens its Australian presence as the ZEBRE platform brings in local Australian capital

- Published: 2026-08-03T17:34:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557130
- anchor: #n1800950
- Companies mentioned: ZEN Energy、Superpower Fuels、ZEN Iron、ZEF Holding、Future Group Investment Management、Samuel Terry Asset Management、Income Asset Management、星星電力

HD Renewable Energy converted its ZEN Energy shares into 30% stakes in each of Superpower Fuels and ZEN Iron, and brought in funding from ZEF Holding in Australia to strengthen the development of the ZEBRE platform. The move will deepen its Australian renewable-energy presence and capital ties.

## 〈China Stocks Close〉Both markets trade weakly in a narrow range throughout the day; all 3 major indexes fall

- Published: 2026-08-03T17:30:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556120
- anchor: #n1800951
- Companies mentioned: 中信証券、銀河証券

China's 3 major A-share indexes all fell on the 3rd, with the market weak and range-bound but most stocks higher. Analysts said the pullback was a correction to crowded trades, and a structural recovery could emerge in August.

## Taipei Music Center joins forces with ASE to bring Paper Kite to a major music festival in Thailand

- Published: 2026-08-03T17:12:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557119
- anchor: #n1800952
- Companies mentioned: 台北流行音樂中心、日月光文教基金会

Taiwanese young band 『紙鳶 Seizer』 performed at Thailand’s Monster Music Festival with support from the Taipei Music Center and 日月光文教基金会, drawing attention as the only invited band from overseas. The band has grown through its international stage.

## Cloud Leopard Energy lands Taiwan's largest solar deal of the year; 187MW project set to double power generation

- Published: 2026-08-03T17:11:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557118
- anchor: #n1800953
- Companies mentioned: Global Infrastructure Partners、Blackstone、天能綠電

Cloud Leopard Energy completed the acquisition of a 187MW solar project from GIP, Taiwan's largest solar deal this year. Annual power generation will double to 520 million kWh, strengthening green-power supply and support for AI data centers.

## 崇舜最快年底前上市 Q3起調漲1-2成大搶電子材商機

- Published: 2026-08-03T17:10:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557056
- anchor: #n1800954
- Companies mentioned: 国精化学 (4722-TW)、双鍵化工 (4764-TW)

The summary of this item is not shown

## Is the stock-market boom back? The most dangerous deleveraging sell-off flagged by the “AI oracle” is fading, and semiconductors are shifting to “fundamental-boom pricing”

- Published: 2026-08-03T17:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6556949
- anchor: #n1800955
- Companies mentioned: Situational Awareness、Citadel、Jane Street、Stripe、Anthropic、Microsoft、Amazon、Lam Research

After excessive AI investment, deleveraging is underway, and semiconductor stocks have rebounded on a recovery in fundamentals. Aschenbrenner’s fund recorded a 67% loss, but the resilience of demand has been recognized anew.

## Asia Optical posts its second-highest Q2 profit for the same period; first-half 2026 EPS reaches NT$2.98

- Published: 2026-08-03T17:05:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557054
- anchor: #n1800956
- Companies mentioned: Frore Systems

Taiwanese optical component maker Asia Optical reported after-tax net profit of 537 million yuan in Q2 2026, its second-highest result for the same period on record. It is accelerating its strategic expansion into humanoid robots, Metalens and AI data-center cooling technology.