1031 received, 1031 listed, 6 sources ・ Page 11 of 11
One place for news and notices from 2 countries/regions: Japan, 807 items from 2 sources; Taiwan, 224 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
The iPhone 20, expected to launch at the end of 2027 as a 20th-anniversary model, is rumored to feature an ultra-thin glass design and improved heat dissipation. It is expected to build on the iPhone Air’s design while delivering higher performance.
Companies mentioned：Alphabet
Nvidia shares rebounded to $206 but remain constrained around the $200 mark. The market is looking to the August 26 earnings report for a catalyst, as cooling AI investment and rising costs weigh on performance.
Companies mentioned：21Shares
Investor Michael Burry, the inspiration for ‘The Big Short,’ warned that volatility-trading funds could trigger automated selling and a sharp decline in U.S. stocks, pointing to an underappreciated systemic risk in the market.
Companies mentioned：NVIDIA
東擎 unveiled the world's first industrial IoT controller to receive O-PAS certification. The realization of an open automation architecture will accelerate the digital transformation of industry.
Companies mentioned：The Open Group、ASRock、Intel
As the leveraged ETF market approaches $250 billion, 高盛, French bank BNP Paribas and others are transferring tail risk through “crash puts.” Annualized returns of 20% are attracting institutional investors.
Companies mentioned：高盛、バクレ、花旗、フランス・パリ銀行、Kairos Investment Advisors、Asym Research、Janus Henderson、Acadian Asset Management
In US companies' second-quarter earnings, 85% beat market expectations, as AI investments began to generate returns in earnest. Technology stocks stood out in particular, with profits up 70.5% year over year, and the gains are spreading to other industries.
Companies mentioned：摩根資產管理
Former US President Donald Trump said the United States would “control” Greenland by January 2029. The remarks are driven by national security and resource acquisition, but Denmark and Greenland have strongly objected.
Companies mentioned：Newsweek、The Independent、Real American Voice
The United States and Japan jointly intervened in the foreign exchange market for the first time since 1998, seeking to strengthen the yen. The move also serves to defend the US bond market and as a bargaining chip in trade negotiations.
Companies mentioned：国際金融研究所 (IIF)、大西洋理事会、瑞穗証券
Mortgage pressure is rising outside the 6 major municipalities. Average mortgages in Hsinchu County reached a record NT$13.47 million, as industrial development and youth-friendly housing loans help first-time buyers purchase homes.
US optical communications maker Lumentum warned of a shortage of indium phosphide (InP) for AI data centers, sending related Taiwanese stocks surging across the board. The shortage highlights structural challenges in the semiconductor supply chain and is having a significant impact on investment markets.
Companies mentioned：Lumentum、Coherent、NVIDIA、聯亞、全新、環宇-KY、IET-KY、穩懋、宏捷科
Amid growing demand for 緯穎's AI servers, foreign investors raised their price target to 10,000 yen, and the stock hit a record high of 6,385 yuan. This is an important signal of rising demand for AI infrastructure.
An explanation of how “hedged classes” work and what they cost when used to avoid foreign exchange risk in overseas fund investments. Investors should choose based on their currency and objectives.
Companies mentioned：鉅亨買基金、施羅德、安聯、美盛銳思
高盛 forecasts that global AI investment will reach $1.019 trillion in 2026. The traditional estimate of $800 billion is systematically underestimated. This will have a major impact on the macroeconomy.
Companies mentioned：高盛
Driven by expanding demand for AI servers, DRAM and NAND prices in the Korea-led memory market have reached record highs, and tight supply is expected to persist through 2027. Samsung, SK Hynix and Micron are the main beneficiaries.
Companies mentioned：三星電子、SK 海力士、美光科技、微軟、亞馬遜、Alphabet、Meta、長鑫科技、長江存儲
According to Mark Hulbert's analysis, the recent decline in US stocks is acting as a contrarian indicator and instead suggests that the Nasdaq's rally will continue. Investors' rapid retreat from risk is building a “wall of worry,” a pattern consistent with past bull markets.
Surging demand for optical connectivity in AI data centers is exacerbating the shortage of indium phosphide (InP). Lumentum cannot meet more than 30% of demand, bringing structural challenges across the industry into sharper focus.
Companies mentioned：Lumentum、Coherent、NVIDIA、SemiAnalysis、LightCounting、AXT、祥茂光電科技
Following the magnitude 7.1 earthquake in Kumamoto Prefecture, 台積電 donated 250 million yen and quickly resumed operations at its JASM plant. The move demonstrates a strengthening of ties with the local community.
Companies mentioned：台積電
Taiwanese upscale xiaolongbao chain 鼎泰豐 is closing multiple locations in China. At the same time, it is opening new stores under a direct-operation model, drawing attention to its strategic shift.
Companies mentioned：界面新聞、尼爾森 IQ 中國、上海廣成餐飲管理公司
Taiwan Depository & Clearing Corporation is working with US-based DTCC to strengthen settlement and delivery security for US stocks in Taiwan's sub-brokerage market, as well as corporate action services. The move comes amid preparations for the T+1 system and 24-hour settlement.
Companies mentioned：DTCC、富邦證券、永豐金證券、NYSE、Nasdaq
SK Hynix and SanDisk jointly announced the first standard specification for next-generation storage technology HBF. They aim to make it open through OCP and drive innovation in data-processing architecture for the AI era.
Companies mentioned：SanDisk、Google、Tenstorent、OCP (Open Compute Project)
The Indian government is selling up to 6.5% of its stake in state-owned life insurance giant LIC at a 10% discount, aiming to raise up to $3.3 billion. The main goal is to comply with public ownership rules by 2032.
Companies mentioned：LIC、Cochin Shipyard、Indian Railways Finance Corp、NHPC、Coal India
Mona Yacoubian, director of the Middle East program at the US think tank CSIS, warned that the Trump administration has repeatedly threatened Iran but avoided taking actual military action, giving Iran the impression that “the United States is weak” and allowing it to gain a strategic advantage. This undermines the credibility of deterrence and contributes to rising tensions in the Middle East.
Companies mentioned：戦略與國際問題研究中心 (CSIS)
長聖 posted revenue of 99.25 million yuan in July, with growth year over year and month over month. Its two-pronged strategy of CDMO services and in-house drug development is bearing fruit, and clinical development of its CAR-T therapy is also advancing.
Samsung’s foundry capacity utilization is set to reach 100%, with a return to profitability possible as early as Q3. Driven by demand for AI and HBM, orders for advanced processes have doubled, marking a turning point for the industry.
Companies mentioned：三星電子、博通、高通、AMD、谷歌、特斯拉
Iran's Foreign Ministry categorically denied holding talks with the United States, refuting President Trump's remarks. Tensions over the Strait of Hormuz continue, raising the risk of military confrontation.
Companies mentioned：CNN、ウォールストリートジャーナル、ファルス通信社、メヘル通信社
CNBC's Jim Cramer said that “basket trading,” popular on Wall Street, is distorting stock prices. Price movements that diverge from companies' underlying performance are creating investment opportunities.
Companies mentioned：Boeing、Costco、Walmart、Ralph Lauren、Target、Williams-Sonoma、ServiceNow、Salesforce
Taishin AI Premium Yield Momentum ETF (00962) will pay a dividend of NT$0.16 in August, for an annualized yield of 13.31%, a record high. This reflects the dual appeal of high dividends and growth among Taiwanese AI technology stocks amid the commercialization wave, making the fund highly attractive to investors.
Japan and the United States jointly intervened in the foreign-exchange market, deploying more than 11 trillion yen to support the yen as it depreciated rapidly. The scale neared a record, signaling authorities’ heightened concern about market volatility.
Companies mentioned：日本銀行、美國財政部
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Companies mentioned：OpenAI、NVIDIA
Taiwanese LED maker Everlight Electronics has sued Nichia Corporation in the United States for patent infringement. The case centers on the protection of intellectual property rights related to high-efficiency LED technology.
Companies mentioned：日亜化学工業株式会社
Originalフランス預金供託公庫が有価証券報告書の訂正を報告しました。
Companies mentioned：フランス預金供託公庫