735 received, 735 listed, 5 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Taiwan, 438 items from 4 sources; Japan, 297 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
As a typhoon approaches, 星宇航空 has changed the times of 4 flights to and from Taichung. Passengers are urged to take note and check for the latest information.
Companies mentioned：星宇航空
Typhoon "White Dolphin" is likely to change course toward northern Taiwan, with heavy rain forecast in the north and central regions through the weekend. The weather agency has urged people to remain alert.
As Taichung Mayor 盧秀燕 criticized 台糖's response to benzopyrene, Deputy Health and Welfare Minister 林静儀 released a refining process diagram and countered that intermediate materials are not for consumption and need not be reported.
Companies mentioned：台糖、中聯
The north side of Kaohsiung Station’s underground mall, “Kaohsiung Eki Ichibangai,” has officially opened. The north and south sections cover a combined 2,300 ping and feature more than 50 anime and food brands. Mayor Chen Chi-mai attended the opening, and ridership growth during the trial operation was the highest on the entire line, demonstrating strong commercial potential.
Companies mentioned：冠德集團
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The U.S. Department of War signed major contracts with ロッキード・マーティン and ノースロップ・グラマン to sharply expand production of THAAD and Patriot systems. The aim is to support allies and maintain a defense advantage.
Companies mentioned：ロッキード・マーティン、ノースロップ・グラマン
The UK’s The Times named Kaohsiung one of the 20 best cities in the world to visit in November, making it the only city in Taiwan to be selected. The recognition highlights its climate and tourism appeal and could boost its international profile.
Companies mentioned：The Times、Marriott International、The Luxury Collection、ALIEN Art Centre
SpaceX's share price has fallen about 50% from its post-listing high, and founder Elon Musk's fortune has also dropped by more than $670 billion. The market is shifting toward criteria that emphasize profitability and capital efficiency, rather than just an AI vision.
Companies mentioned：SpaceX、Tesla、Google、Amazon、Meta、Oracle、Dell Technologies、NVIDIA、LVMH、沃尔玛
Taiwan's Food and Drug Administration found 15 imported food products noncompliant. In particular, benzopyrene levels in pumpkin seed oil from Austria exceeded the standard, and the entire shipment was returned or destroyed. Inspections of importers will be tightened.
Companies mentioned：和司特股份有限公司、私宅咖哩炸雞、艾斯奇餐飲股份有限公司
As Taiwanese high school students consider veterinary studies when choosing a career path, mental strain and low pay have been identified as concerns, and it has emerged that programs are offered at only 5 schools. Pursuing this path requires not only passion but also a resilient mindset.
Companies mentioned：104人力銀行、成功補習班
U.S. President Donald Trump claims peace talks with Iran are “underway,” but Iran flatly denies this. The two countries remain at odds over passage through the Strait of Hormuz.
Companies mentioned：The Wall Street Journal、Reuters
The U.S. Treasury intervened to buy yen in coordination with Japan for the first time in 15 years, but unusual steps including advance notification and the use of euros have fueled a growing view that the real aim is to maintain stability in the U.S. Treasury market.
Companies mentioned：日本銀行、連邦準備制度（FRB）、ロイター、スタンダードチャータード銀行
Saudi Crown Prince Mohammed bin Salman advised President Trump to halt military attacks on Iran. This reflects an emphasis on regional stability and a diplomatic solution, and is expected to have a major impact on the situation in the Middle East.
Companies mentioned：Al Jazeera、Axios、NDTV
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Companies mentioned：力積電、黃崇仁、謝再居
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Companies mentioned：力積電
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Companies mentioned：TrendForce(集邦科技)、輝達、財聞社、CSP、Server OEM
Powerchip acting chairman 謝再居 announced that the company will deliver annual profits and dividends on the strength of its 3 business pillars—memory, logic foundry and AI—and improve its financial structure by selling its Tongluo plant, while strengthening its partnership with 美光.
Companies mentioned：美光
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Companies mentioned：德意志銀行、國際清算銀行
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Companies mentioned：SK 海力士、三星電子、NH Investment & Securities、Kiwoom Securities、南韓金融投資協會、KOSPI
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Companies mentioned：微軟、亞馬遜、SK海力士、鎧俠、美光、OpenAI
Taiwan’s stock market saw sharp swings on the 4th and closed slightly lower. Foreign investors were net sellers, investment trusts were heavy net buyers, and the three major institutional investors combined were net buyers of 109 million yuan. Market liquidity remains high.
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Companies mentioned：廣達、緯穎、DIGITIMES、戴爾、美超微、慧與、亞馬遜、Meta、微軟、Google
The National Development Fund provided $800 million and partnered with 15 domestic banks to launch a loan guarantee mechanism for investments in the United States. The first round generated $55 billion in financing demand, supporting Taiwanese companies’ international expansion.
The Taiwan Stock Exchange will implement new rules for stocks under disposition on Aug. 10, shortening the disposition period to 5 days and increasing the frequency of matching in the biggest reform in 30 years. Stocks such as 南電 and 旭然 remain in focus, with investors watching for improved liquidity and market impact.
Companies mentioned：南電、旭然、台積電
Taiwanese power supply maker Chicony Power reported its second-quarter financial results. Operating profit fell, but net profit rose 101% from the previous quarter on non-operating income, and EPS was NT$2.03. Signs of an earnings recovery are drawing attention.
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Companies mentioned：台積電、鴻海、聯發科、日月光、台達電、廣達、聯電、緯創、緯穎、英業達、和碩、仁寶、健策、奇鋐、營邦、勤誠、晟銘電、波若威、光聖、統新、華星光、光環、前鼎、眾達 - KY、上銓、聯鈞、南電、景碩、欣興、台燿、聯茂、台光電
Major U.S. tech companies may issue more than $500 billion in debt by 2028 to procure AI chips, creating one of the largest-ever supply pressures in the investment-grade bond market.
Companies mentioned：Amazon、Microsoft、Google、Alphabet、Anthropic、OpenAI、Broadcom
Samsung reclaimed the top spot in the DRAM market with a 39% share, while SKハイニクス fell to 26%. ChangXin surged to 7%, with revenue up 716% year on year. The battle for market leadership is shifting from price to technology.
Companies mentioned：サムスン電子、SKハイニクス、マイクロン・テクノロジー、長鑫ストレージ
The Taipei Exchange will hold 7 earnings presentation sessions starting Aug. 12, with 26 companies focusing on areas including the AI supply chain and advanced packaging to strengthen investor communications and market transparency.
Companies mentioned：志聖、均華、均豪、普萊德、倍力、長聖、太醫、晟德、大學光、崴寶、德麥、新漢、力旺、漢田生技、三竹、千附、千附精密、能率亞洲、萬潤、南俊國際、家登、宜鼎、安碁資訊、三聯、叡揚、創泓科技
廌家科技 posted net profit after tax of NT$202 million in the first half of 2026, surpassing its full-year total for last year, with earnings per share of NT$5.05. This highlights its technological edge and growth potential in the low-Earth-orbit satellite and high-reliability transmission component markets, making it a closely watched indicator for investors.
Demand from AI servers has driven a shortage of high-end substrates at Kinsus. Higher prices and capacity expansion are boosting profits, while customers' direct investment in equipment signals confidence in long-term cooperation and the company's transformation into a key AI supplier.
Companies mentioned：輝達、摩爾投顧
Google parent Alphabet provided $43.8 billion in off-balance-sheet guarantees to promote adoption of TPUs. Its strategy of taking on financial risk to expand its share of the AI market is drawing attention.
Companies mentioned：Alphabet、Google、NVIDIA、Meta、Oracle、Hut 8、TeraWulf、Fluidstack、Cipher Digital、Anthropic
Xiaomi raised smartphone prices for the third time this year as memory chip costs climbed. The industry is facing widespread pressure, with the market watching gross margins and the timing of capacity ramp-ups.
Companies mentioned：OPPO、vivo、榮耀、三星
With the U.S. July nonfarm payrolls report due, the market is watching it as a “hard hurdle” that could determine the future of AI-related stocks. The forecast is for an increase of 85,000, but uncertainty remains in prediction markets.
Companies mentioned：Kalshi、Polymarket、Barclays、BLS、Fed
Shipments of B300 and Rubin products have lifted Jentech's vapor chamber revenue share. Analysts expect earnings growth in Q2, driving the stock to its limit-up price of NT$4,145 and drawing market attention.