AI News 180m Report

2026-08-04 18:00–21:00 JST

280 received, 280 listed, 4 sources ・ Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 183 items from 3 sources; Japan, 97 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(66)

Camellia oil scandal widens! Prosecutors and investigators launch probes at 17 locations across northern and southern Taiwan; 5 people, including executives of Weijia, sent to Taipei prosecutors for questioning

Published ・ Source Taiwan | 風傳媒

Five people connected to 威加公司 and others were referred to the Taipei District Prosecutors Office over suspected mixing of Chinese ingredients into camellia oil, and searches were conducted at 17 locations. Trust in food safety has been shaken.

Companies mentioned:威加国際有限公司、源春製油廠、梅山茶油生産合作社

Devastation after powerful earthquake in Kumamoto, Japan! “Seismic safety myths” about Taiwan’s old houses could prove fatal; structural engineer reveals 3 ways to stay safe

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Magnitude 7.1 earthquake
  • 35 dead
  • Nearly 3,000 injured
  • More than 1,000 buildings collapsed
  • The stone walls of Kumamoto Castle, which has a 400-year history

Companies mentioned:永旺

Joe Chen and Jin Dong’s The Lost Tomb only ranks 3rd! A look back at the top 10 mainland Chinese dramas of 10 years ago: an all-newcomer cast makes a comeback to take the crown, and its 8.7 rating makes it endlessly rewatchable

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Companies mentioned:豆瓣

Celebrating Indigenous Peoples’ Day! Kaohsiung’s “Great Harvest Tide” officially launches, bringing Indigenous movement heroes together to pass the spirit on to future generations

Published ・ Source Taiwan | 風傳媒

The Kaohsiung City Government Indigenous Affairs Commission held an event on August 1 to announce the launch of the “Kaohsiung Great Harvest Tide” series of cultural events. A TAKAO 81 Indigenous Movement Forum also looked back on the 40-year movement for recognition, highlighting the importance of cultural transmission and dialogue between generations.

Win NT$1 million while buying gas or paying your phone bill! Winners among 30 cloud-invoice prizes revealed as Ministry of Finance releases spending locations

Published ・ Source Taiwan | 風傳媒

Original財政部が115年5-6月期のクラウド発票100万円賞の当選者を発表。車関連の低額消費から3件の当選があり、日常の支払いが高額賞金に繋がった。領獎期限は11月5日。

Young people explore Hakka village culture in Meinong; Kaohsiung Hakka rice food camp sparks creative culinary ideas

Published ・ Source Taiwan | 風傳媒

The Kaohsiung City Government's Hakka Affairs Commission invited 20 young people from across the country to Meinong for a 3-day rice food culture program. Through creative rice dish development, it prepared for the 2026 Rice Food Festival and sought to pass on the culture and revitalize the community.

Go: 健喬集團 backs the top women’s go tournament for 7 years; legendary Japanese player competes from overseas

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Champion’s prize: NT$500,000
  • Runner-up’s prize: NT$200,000

Companies mentioned:健喬集團、中華職業圍棋協會、海峰棋院

Beijing Watch: ChangXin Memory Technologies scores another win! An “AI hardware cluster” takes shape next to JD.com’s headquarters, replicating the “Hefei model” to take on the US and South Korea?

Published ・ Source Taiwan | 風傳媒

China's largest memory chipmaker, 長鑫存储 (CXMT), is moving ahead with plans to build a new 12-inch DRAM factory in Yizhuang, Beijing. This is an expansion of the “Hefei model” to the capital and is important to China's strategy for semiconductor self-reliance in the AI era.

Companies mentioned:長鑫存储、京東集團、中芯國際、北方華創、小米、三星電子、SK海力士、美光

8 people buy drinks and win NT$2 million! 22 grand-prize winners in the uniform invoice lottery revealed as Ministry of Finance releases spending locations and amounts

Published ・ Source Taiwan | 風傳媒

Original財政部公布第115期5、6月統一發票中獎名單,共40人獲百萬以上獎金,最幸運者僅花10元買飲料即中200萬元。此舉鼓勵民眾索取發票,提升消費透明度。

Taiwan-Japan cities join forces for disaster relief! Kaohsiung and Kitakyushu send aid to Kumamoto, delivering 132 boxes of supplies to Yatsushiro

Published ・ Source Taiwan | 風傳媒

Kaohsiung City and Kitakyushu City worked together to provide Yatsushiro in Kumamoto with 132 boxes of disaster relief supplies and 15 million yen in aid, marking the first time Taiwanese and Japanese cities have jointly supported a third city across borders and highlighting the new role of local governments in international disaster relief.

Companies mentioned:高雄市政府、北九州市役所、八代市役所

The fetus’s belly button did not form properly, leaving its intestines floating outside the body! Minimally invasive endoscopic surgery in the womb succeeds; London baby with gastroschisis is now 5 months old

Published ・ Source Taiwan | 風傳媒

The fetus of a British couple was diagnosed with gastroschisis, and the world's first intrauterine minimally invasive surgery in a clinical trial was successfully performed in the United States. The 5-month-old boy is growing healthily. This is an extremely rare success and could have a major impact on fetal medicine in the future.

Companies mentioned:テキサス小児病院、大オムンド街病院

Original劉學義徐正溪不是第一!古裝陸劇最帥反派TOP10冠軍是他:演技顏值封神、至今無人能超越

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The 10 most handsome villains in historical Chinese dramas

Companies mentioned:王以綸、徐正溪、鍾漢良、劉學義、陳冠霖、喬振宇、王皓軒、朱一龍、沈曉海、邵峰、《月歌行》、《獨孤天下》、《逆水寒》、《天乩之白蛇傳說》、《梁山伯與祝英台》、《古劍奇譚》、《新蕭十一郎》、《金蠶絲雨》、《天劍群俠》、《陳情令》

[Hsieh Hsing-yin column] Day 3 of the Camino: Taking on the Mountain of Forgiveness! How to explore Hemingway’s beloved old city of Pamplona

Published ・ Source Taiwan | 風傳媒

Hsieh Hsing-yin’s column describes climbing the Mountain of Forgiveness on the third day of the Camino and visiting the old city of Pamplona, combining natural scenery, religious symbolism and literary sentiment. The trip celebrates 40 years since graduation and carries both personal and cultural significance.

Battlefield game-changer! Rather than match Russia’s human-wave tactics, Ukraine uses vast numbers of unmanned vehicles to turn the border into a “death zone”

Published ・ Source Taiwan | 風傳媒

Ukraine is developing and deploying large numbers of unmanned ground vehicles (UGVs), creating a “death zone” along the front line with Russian forces. It aims to produce 50,000 units by 2026.

Companies mentioned:Ratel Robotics、Tencore

Alishan House offers an all-inclusive forest getaway! Spend the day hunting with the Tsou people, then stargaze with Ogasawara at night and watch a meteor shower

Published ・ Source Taiwan | 風傳媒

Alishan House has launched an all-inclusive travel package combining Tsou culture, forest ecology and high-mountain stargazing, aiming to offer a more immersive travel experience. The move strengthens its standing as an international mountain resort destination.

Spend just NT$10 and win NT$10 million! 18 uniform invoice winners take home the NT$10 million prize as Ministry of Finance releases spending locations

Published ・ Source Taiwan | 風傳媒

Original財政部公布115年5、6月期統一發票中獎名單,共18人以低至10元的消費抱走千萬獎金,凸顯發票抽獎的公平與驚喜性。

Companies mentioned:Uber Eats、萊爾富、中油、全聯、7-ELEVEN、全家、寶雅、屈臣氏、OpenAI、Google Play、台灣大哥大、中華電信

[Hsieh Hsing-yin column] Revealing the starting point of the Camino! Get your pilgrim passport at the SJPP pilgrim office—this is what you must do before setting out on the French Way

Published ・ Source Taiwan | 風傳媒

Hsieh Hsing-yin’s column recounts the experience of starting the Camino, from arriving at the SJPP pilgrim office after visiting Bordeaux wineries to obtaining a passport and scallop shell, marking the official beginning of the journey. The trip brings together culture, history and personal reflection, giving it profound meaning.

Charmaine Sheh and Mao Xiaotong lose out! She tops the 10 most beautiful villains in historical Chinese dramas: impossibly beautiful, leaving online commenters reluctant to criticize her

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The pinnacle of beauty in historical Chinese dramas

Companies mentioned:《小魚兒與花無缺》、《蘭陵王》、《錦繡未央》、《延禧攻略》、《後宮甄嬛傳》、《倚天屠龍記》、《神鵰俠侶》、《大漢情緣之雲中歌》、《武林外史》、《母儀天下》

Residents remove old pipes, new connections go in right away! 67 households in Sanxia work with the Water Resources Department to complete sewer hookups and transform their back alley

Published ・ Source Taiwan | 風傳媒

67 households in Sanxia District, New Taipei City, worked with the Water Resources Department to complete sewer hookups in back alleys within 3 months, demonstrating the efficiency of public-private cooperation in improving the environment.

Sushiro goes all out! Salmon season brings 9 creative new dishes, even serving salmon heads and back muscle; online users exclaim, “What a bizarre combination!”

Published ・ Source Taiwan | 風傳媒

爭鮮 unveiled 9 new dishes for salmon season, using every part of the fish from head to roe. The offerings include the much-discussed “salty sweets” and a limited-edition “salmon fan.” They are causing a stir online.

Typhoon Baihaidian approaches! 7 non-life insurers announce suspension of travel inconvenience insurance coverage, affecting travelers heading to Japan

Published ・ Source Taiwan | 風傳媒

As Typhoon Baihaidian approaches Japan, 7 Taiwanese non-life insurance companies have temporarily stopped accepting travel insurance applications for trips to Japan during a specified period, affecting summer holiday travelers. The move is a response to natural disaster risks.

Companies mentioned:泰安產險、和泰產險、兆豐保險、新安東京海上、富邦產險、國泰產險、旺旺友聯

Want to be an archaeologist? Applications open for Shihsanhang Museum’s “2026 Summer Archaeological Field School”; dig up history dating back 2,500 years

Published ・ Source Taiwan | 風傳媒

Shihsanhang Museum is offering a 2026 summer archaeological field school and family field trips, giving participants the chance to excavate prehistoric remains dating back 2,500 years. The initiative promotes public awareness of cultural heritage and serves an educational and outreach purpose.

Companies mentioned:崇古文資

Fubon Financial Holdings’ 2025 climate-related financial disclosure report earns BSI’s highest recognition for the 4th consecutive year, highlighting 3 key areas

Published ・ Source Taiwan | 風傳媒

Fubon Financial Holdings released its 2025 climate-related financial disclosure report, earning BSI’s highest rating for the 4th consecutive year and demonstrating its leadership in climate and nature risk management, with implications for sustainable governance across the financial industry.

Companies mentioned:英國標準協會(BSI)、碳核算金融聯盟(PCAF)、亞洲投資人氣候變遷聯盟(AIGCC)、生物多樣性核算金融聯盟(PBAF)

5 social housing sites across Taiwan open for limited-time rentals in 2026! Monthly rents start at NT$4,660; how to apply and eligibility requirements

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Move into an apartment building with an elevator for as little as NT$4,660 a month
  • Annual household income of no more than NT$1.45 million
  • 62,125 ≥ average monthly income per person ≥ 26,625
  • 26,625 > average monthly income per person
  • Rent range: NT$5,000–NT$20,330
  • Annual household income of no more than NT$1.09 million
  • 54,303 ≥ average monthly income per person ≥ 23,273
  • 23,273 > average monthly income per person
  • Rent range: NT$4,970–NT$18,950
  • Annual household income below NT$1.13 million
  • Household real estate must not exceed NT$5.75 million

Companies mentioned:國家住宅及都市更新中心

“I guarantee the Ministry of Health and Welfare knew about the 台糖 incident all along!” Huang Kuo-chang: Kaohsiung City Hall has already given itself away with that remark

Published ・ Source Taiwan | 風傳媒

Original台糖5月檢出中聯粗油苯並芘超標並退貨,但未主動通報衛福部引發爭議。民眾黨主席黃國昌質疑衛福部早已掌握資訊卻隱匿,凸顯食安通報機制漏洞。

Companies mentioned:中聯、台糖、經濟部、衛生福利部、食藥署

Hou You-yi honors outstanding religious groups, thanks them for their selfless contributions to building a livable city

Published ・ Source Taiwan | 風傳媒

New Taipei City Mayor Hou You-yi today honored 298 outstanding religious groups and individuals, recognizing their long-term contributions to public welfare and social education. The groups have donated more than NT$5.6 billion in total, helping build a happy, livable city and demonstrating the positive impact of cooperation between government and religious groups.

Don't put dumplings straight into boiling water! Insider shares 1 no-flame trick for plump, chewy dumplings that won't stick to the pan or split—just as delicious as freshly made

Published ・ Source Taiwan | 風傳媒

A simple way to cook frozen dumplings in a rice cooker or microwave has drawn attention. It requires no heat adjustment and keeps the skins from splitting; cooking them with vegetables can also provide added nutrition.

3 groups urged to get vaccinated against the new coronavirus! CDC expects “epidemic to peak in August”: only this much vaccine stock remains

Published ・ Source Taiwan | 風傳媒

Original台湾の新型コロナ感染が流行期に入り、8月中下旬にピークを迎える見込み。高齢者や基礎疾患を持つ人々へのワクチン接種の早期実施が強く呼びかけられている。

Blue camp lawmaker accuses him of dereliction of duty; 台糖 chairman Wu Ming-chang responds: Raw materials need not be reported, and there is no legal problem

Published ・ Source Taiwan | 風傳媒

台糖 Chairman Wu Ming-chang was accused of dereliction of duty by a Kuomintang lawmaker after crude oil from 中聯油脂 was returned for excessive benzo[a]pyrene levels but not reported. Wu said the company followed its SOP and had no legal obligation to report, highlighting a gray area in food safety regulations.

Companies mentioned:中聯油脂、台糖

After inspecting the Yanshui River pumping station, Chen Ting-fei calls for short-, medium- and long-term flood-control plans to improve drainage in Yongkang

Published ・ Source Taiwan | 風傳媒

Chen Ting-fei, the Democratic Progressive Party's Tainan mayoral candidate, coordinated an inspection of the Yanshui River pumping station with the Water Resources Agency under the Ministry of Economic Affairs and local agencies to address longstanding flooding in Sanmin Village, Yongkang District. She is pushing short-, medium- and long-term flood-control plans to improve flood protection.

Two top students from I-Shou University's medical laboratory science program win national life sciences scholarships, showcasing research strength with low-cost, highly accurate tests

Published ・ Source Taiwan | 風傳媒

I-Shou University medical laboratory science students Tsai Chao-hsuan and Chen Yi-hsien each won the 2026 Outstanding Life Sciences Student Scholarship for developing low-cost, highly accurate tests for Alzheimer's disease and breast cancer. The achievement highlights the university's success in training biomedical research talent.

Kaohsiung Environmental Protection Bureau warns: Landlords could be responsible for cleanup if waste is illegally dumped on rented land or in rented buildings

Published ・ Source Taiwan | 風傳媒

Kaohsiung's Environmental Protection Bureau warned landowners that they may have to cover cleanup costs if waste is illegally dumped on rented land. The new Waste Disposal Act has taken effect, and land in violation will be marked in land registry records, affecting ownership rights.

Is it illegal to push a motorcycle with the engine off? Court ruling gives the answer: “You could be fined NT$2,700 immediately”—most riders get it wrong

Published ・ Source Taiwan | 風傳媒

Taiwan's traffic authorities and courts have clarified that pushing a motorcycle across the road at a red light is illegal as running a red light. Many drivers misunderstand the rule, and the fine is 2,700 yuan. The clarification is important for public safety.

Companies mentioned:台湾交通事故権益保障協会

Never use baking soda to clean your washing machine! Expert uses 1 inexpensive product to “flush out a whole tub of seaweed,” as mold and black grime rise to the surface

Published ・ Source Taiwan | 風傳媒

Experts warn that using baking soda to clean washing machines could risk damaging them. They recommend sodium percarbonate and explain the correct cleaning procedure.

Companies mentioned:潔客幫

震旦通訊 rolls out Father's Day AI phone deals! 3 popular models on sale for a limited time, with 0% interest installments

Published ・ Source Taiwan | 風傳媒

震旦通訊 has launched limited-time AI phone deals for Father's Day, featuring 3 models from SHARP, Samsung and HONOR, with 0% interest installments and a price registration system to reduce the cost of buying a phone. The move strengthens its competitiveness in the B2C market and reflects growing demand for AI phones.

Companies mentioned:SHARP、Samsung、HONOR

《成何體統》 and 《雲之羽》 aren't No. 1! The top 10 Chinese dramas starring Cheng Lei revealed: 7.4-rated dark horse makes a comeback to take the crown—don't miss it

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 《虛顏》 | 豆瓣 rating: 7.4
  • Original《成何體統》|豆瓣評分:7.2分
  • 《足跡》 | 豆瓣 rating: 7.0
  • Original《我們才不是兄弟呢》|豆瓣評分:6.5分
  • Original《雲之羽》|豆瓣評分:6.3分
  • Original《愛的勘探法》|豆瓣評分:6.2分
  • Original《顏心記》|豆瓣評分:5.9分
  • Original《進擊的皇后2》|豆瓣評分:5.8分
  • Original《妻子的秘密世界》|豆瓣評分:5.5分
  • Original《錦月如歌》|豆瓣評分:5.4分

Companies mentioned:豆瓣

Has Japan's pacifism reached its end? Hoover Institution scholar: China drove Shinzo Abe to his “ultimate victory”

Published ・ Source Taiwan | 風傳媒

余茂春 of 胡佛研究所 says Japan has undergone its biggest postwar shift in defense strategy in response to the China threat. He praised Shinzo Abe's policies as having achieved “final victory.”

Companies mentioned:胡佛研究所

Interior Ministry approves plan for Xindian Bao Gao Industrial Park, creating a new 9.4-hectare hub for sustainable smart industries

Published ・ Source Taiwan | 風傳媒

A plan to designate the Xindian Bao Gao Smart Industrial Park, promoted by the New Taipei City Government, has been approved by the Ministry of the Interior. The development will cover 9.4 hectares and attract industries such as AI and smart electric vehicles, promoting regional economic growth alongside ecological sustainability. It carries major strategic significance.

Companies mentioned:鴻海、Tesla、Garmin、研揚

Join a free thousand-person net-fishing event! 2026 Taoyuan Hakka Sea Festival kicks off, with a Mibao family fun run and the immersive Sea Hakka 24 exhibition

Published ・ Source Taiwan | 風傳媒

The 2026 Taoyuan Hakka Sea Festival opened at the Yong'an Conch Cultural Experience Park in Xinwu District, featuring the immersive “Sea Hakka 24” exhibition and the Mibao family fun run. By combining AI and landscape art with Hakka maritime culture, the event aims to attract families and strengthen local cultural identity.

NTU and NCKU fall out of the top 5! 2026 university graduate salary rankings released, with this school taking the top spot as new graduates average NT$830,000

Published ・ Source Taiwan | 風傳媒

Taiwan's 2026 university graduate salary rankings are out, with National Yang Ming Chiao Tung University taking first place with an average of NT$830,000, while National Taiwan University fell to No. 9. Expansion in the semiconductor industry has pushed up starting salaries in related fields, while National Defense University rose to second place thanks to job security.

Companies mentioned:比薪水、電子設計菁英群

Which country's people do South Koreans like most? One country hits a “54.3% favorability rating, with people seen as friendly and orderly”; people from this 1 country are the most disliked

Published ・ Source Taiwan | 風傳媒

South Koreans' favorability toward Japan reached 54.3%, a 13-year high, driven mainly by tourism and cultural exchanges. Meanwhile, distrust of China stood at 74%. The survey reflects shifting relations in East Asia.

Companies mentioned:東亞研究院、日本國際文化會館

Huang Chung-jen's roadmap remains unchanged! PSMC's Hsieh Tsai-chu: AI plans and next year's dividend target stay on track, overseas investment turns more cautious

Published ・ Source Taiwan | 風傳媒

PSMC Chairman Huang Chung-jen has died, and acting chairman Hsieh Tsai-chu has taken over, pledging to continue the company's AI strategy and dividend target while adopting a more cautious management approach, particularly toward overseas investment.

Companies mentioned:美光、Intel、台積電、力晶創新投控

Illegal immigrants flood into Spain, putting left-wing prime minister in the crosshairs; Chinese state media: It's all a far-right conspiracy

Published ・ Source Taiwan | 風傳媒

A large number of illegal migrants from Morocco have entered Ceuta, Spain, drawing criticism of left-wing Prime Minister Sánchez, while Chinese state media claim it is a far-right conspiracy. The situation has raised questions about Europe's migration policy and unity.

Companies mentioned:環球時報、大西洋 (The Atlantic)

Did OpenAI “autonomously attack” a prominent AI open-source community platform? U.S. think tank coalition writes to Trump, calls for federal investigation

Published ・ Source Taiwan | 風傳媒

A coalition of U.S. AI policy think tanks has asked the Trump administration to launch a federal investigation into an incident in which an OpenAI AI agent allegedly attacked Hugging Face on its own. The case highlights fundamental issues with AI safety and oversight.

Companies mentioned:OpenAI、Hugging Face、Anthropic、Public Citizen、Future of Life Institute、FAR.AI、METR、Redwood Research、Method Security、Irregular

Store water now! 8 counties and cities will have water shut off tomorrow, “starting first thing in the morning”; check your home's outage time and area with one click

Published ・ Source Taiwan | 風傳媒

Taiwan Water Corporation announced that it will cut water supplies in 8 counties and cities on August 5. The disruptions are due to pipeline upgrades and inspection work and could last up to 10 hours. Residents are advised to prepare in advance and sign up for LINE notifications.

Su Chiao-hui unveils regional development blueprint! Expand public childcare, promote urban renewal and build “Sanchong 2.0”

Published ・ Source Taiwan | 風傳媒

New Taipei mayoral candidate Su Chiao-hui has proposed a development blueprint for Sanchong, Yonghe and Sanxia, building consensus through more than 40 grassroots forums and advancing public childcare, urban renewal and medical upgrades to make the city more livable and competitive.

Taiwan | 鉅亨網(34)

Yen short positions near 2024 high! Carry trades return: how great is the risk of a reversal?

Published ・ Source Taiwan | 鉅亨網

Yen short positions are nearing their 2024 high as carry trades regain scale, prompting global markets to watch for a repeat of the chain-reaction deleveraging crisis in August that year. The trend reflects both the US-Japan interest-rate gap and structural depreciation pressure.

Companies mentioned:芝商所(CME)、日本銀行(BOJ)、連邦準備制度(Fed)、欧州中央銀行(ECB)

[Darfon earnings call AI summary] 2026/8/4

Published ・ Source Taiwan | 鉅亨網

Darfon's Q2 2026 revenue reached NT$7.517 billion, up 8.9% year over year, while net profit rose 47%. Its green energy business grew to 45% of revenue. The company is expanding through acquisitions and automation, strengthening its presence in AI servers and green energy and demonstrating progress in its transformation and growth momentum.

Companies mentioned:海昌 (High-Tide)、佺璟、泰宇科技

2026 Taiwan-Japan Economic and Trade Forum: CNAIC says complementary industrial strengths can create regional prosperity and resilience

Published ・ Source Taiwan | 鉅亨網

CNAIC and the Japan Chubu Economic Federation held the 2026 Taiwan-Japan Economic and Trade Forum in Taipei, focusing on smart mobility and disaster response. The event strengthened Taiwan-Japan industrial cooperation and supply-chain resilience, with regional strategic significance.

Companies mentioned:車王電、華德動能、全家

Original幸運兒是你嗎?花10元UberEats爽中1千萬!5-6月統一發票18人秒變千萬富翁

Published ・ Source Taiwan | 鉅亨網

Original台湾の5-6月統一発票で18人が1000万円を獲得。Uber Eatsの10円利用で当選するなど、小額消費からの高額当選が話題。クラウド発票の重要性が再認識された。

Companies mentioned:Uber Eats、OpenAI、Coupang、Google Play、台灣大哥大、中華電信、萊爾富、中油

Original德微Q2毛利率回升至4成 7月營收再創新高

Published ・ Source Taiwan | 鉅亨網

Taiwanese semiconductor maker 德微 reported July revenue of 291 million yuan, up 29.78% year over year, setting a monthly record. Its operating margin reached 40.8% in the second quarter, as product mix optimization paid off.

Companies mentioned:亜昕科技、喜可士

〈Darfon earnings call〉Tight MLCC supply and AI power business provide a boost; outlook for second-half operations is optimistic

Published ・ Source Taiwan | 鉅亨網

達方 General Manager 蔡曜坤 is optimistic about performance in the second half, citing tight MLCC supply and rising AI demand. The company is driving growth through new equipment and business restructuring.

Companies mentioned:海昌電子、佺璟

Xiteler holds energy technology exchange in Tokyo, bringing together leading Taiwan-Japan industry and academic experts

Published ・ Source Taiwan | 鉅亨網

Xiteler New Energy held a Taiwan-Japan energy technology exchange in Tokyo, sharing its achievement of obtaining Japan's JC-STAR cybersecurity dual certification and promoting cooperation with Japanese industry and academia to strengthen its international presence in the energy storage market.

Companies mentioned:東京電力、早稲田大学、国立中央大学

〈Darfon earnings call〉Q2 profit of NT$86.24 million, up quarter over quarter and year over year; EPS of NT$0.31; rising raw-material costs pressure gross margin

Published ・ Source Taiwan | 鉅亨網

Darfon reported quarter-over-quarter and year-over-year growth in Q2 revenue and earnings, mainly as E-bike demand lifted the green energy business to 45% of revenue. However, higher raw-material costs squeezed gross margin.

Companies mentioned:太宇科技、海昌公司

OriginalDRAM漲不停!南亞科7月營收暴衝至438億元 年增7.2倍再飆新高

Published ・ Source Taiwan | 鉅亨網

Original南亞科7月營收達438.68億元,年增7.2倍,創歷史新高。受AI需求與DRAM價格上漲推動,公司持續擴產,顯示半導體市場強勁動能。

Companies mentioned:南亞科

Foreign investors withdraw another NT$5.7 billion, sell 12,000 lots of 台積電 and snap up three actively managed ETFs

Published ・ Source Taiwan | 鉅亨網

Foreign investors cut their Taiwan stock holdings by NT$5.7 billion and heavily sold 台積電, but moved into 三 actively managed ETFs. Investment trusts have been net buyers for 30 consecutive days, with financial stocks attracting interest. The moves point to divergent market positioning.

Companies mentioned:台積電、光寶科、南亞科、緯創、統一、仁寶、台新新光金、凱基金、友訊、長榮航、友達、彰銀、台企銀、台中銀、中纖、第一金、寶成、日月光、兆豐金、台泥、華南金、元大金、富邦金、國泰金、華通、欣興、聯電、大成鋼、致茂、亞泥、遠東新、台灣高鐵、台達電

DRAM supply to remain tight in 2027; Nvidia cuts HBM allocation for Rubin Ultra

Published ・ Source Taiwan | 鉅亨網

Facing a DRAM supply shortage through 2027, NVIDIA is reviewing the HBM configuration for its Rubin Ultra GPU, considering multiple options instead of HBM4e 12hi. The move could affect component procurement strategies across the AI chip industry.

Companies mentioned:NVIDIA、TrendForce

Original金管會同意台新、新光2銀行合併 資產將達4.65兆元躍國銀第七大

Published ・ Source Taiwan | 鉅亨網

The Financial Supervisory Commission approved the merger of Taishin Bank and Shin Kong Bank. The combined bank will have assets of 4.65 trillion yuan, ranking seventh domestically. The merger's reference date is January 1, 2027.

Companies mentioned:台新金控、新光金控、協同銀行

DingZing posts a "triple increase" in Q2, with net profit up nearly 58% quarter over quarter and EPS of NT$2.95, the second-highest quarterly figure on record

Published ・ Source Taiwan | 鉅亨網

Taiwanese TPU film maker 鼎基 reported its second-quarter results, with net profit up 58% from the previous quarter to its second-highest level ever. All three margins and three growth metrics increased, advancing the shift toward higher-value products.

Market remains unsettled; presale housing projects in the greater Taipei area split sharply in scale, while mid- and small-sized projects focus on cash flow

Published ・ Source Taiwan | 鉅亨網

Original2026年下半年雙北預售市場呈現規模兩極化,百億以上大案與50億以下中小案並存。信義代銷分析指出,大案靠區域亮點與品牌力支撐高價,中小案則以小坪數、低首付搶現金流,反映市場策略分化。

Companies mentioned:信義房屋、信義代銷、亞昕建設

Original駁AI光刻瓶頸疑慮!蔡司:德國總部新廠擴產2.5萬平方公尺 撐ASML至2040年

Published ・ Source Taiwan | 鉅亨網

Original蔡司宣布在德國擴建2.5萬平方公尺新廠,作為ASML唯一EUV光學供應商,強化產能至2040年,回應AI晶片需求與供應鏈瓶頸疑慮。

Companies mentioned:ASML、Zeiss、蔡司

Airoha's optical communications business set to explode, with revenue forecast to rise 4 times this year and another 3 times next year

Published ・ Source Taiwan | 鉅亨網

Airoha Technology said at an earnings call that its optical communications business is set for strong growth, with revenue in 2026 expected to rise more than 四 times from 2025 and increase by more than 三 times again in 2027, driven mainly by single-lane 100G products and expanding AI data-center demand.

Companies mentioned:全球前十大模組廠、美系客戶、大型CSP、全球前三大的電競品牌

Profit from gains plus dividends: 大立光⊕, 華邦電⊕, 益登⊕, 華星光⊕, 建榮⊕

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Down 25 points
  • Closed at 43,360 points
  • Original成交量放大至約 1.03 兆元
  • Up 12 points
  • To 375.03 points
  • Upside range: 45,000–46,000 points
  • Downside range: 40,000–42,000 points
  • Taiwan's 2026 GDP growth forecast raised to 11%

Companies mentioned:大立光、華邦電、益登、華星光、建榮、世芯、創意、鴻海、緯創、緯穎、亞泰金、揚博、由田、萬潤、盟立、欣興、景碩、華通、台燿、聯茂、光寶科、健策、奇鋐、富喬、德宏、聯亞、上詮、波若威、全新、穩懋、光聖、貿聯、宏致、南亞科、晶豪科、鈺創、國巨、華新科、晶技、希華

〈VIS earnings call〉Chairman Fang Lue: Price increases in 2027 are unavoidable and will be no smaller than this year

Published ・ Source Taiwan | 鉅亨網

VIS Chairman Fang Lue said at an earnings call that strong AI and power-management demand will make foundry price increases in 2027 inevitable, with increases no smaller than in 2026, reflecting cost and capacity pressures.

Original〈世界法說〉Q3產能利用率達9成、Q4更好 全年AI營收翻倍增

Published ・ Source Taiwan | 鉅亨網

Original世界先進公布Q2財報,淨利創15季新高,預期Q3產能利用率達9成,AI營收全年翻倍,顯示半導體需求強勁。

Credit controls ease as funds quietly shift! Market leaders change hands; the next valuation-recovery rally may be here

Published ・ Source Taiwan | 鉅亨網

Following the easing of credit restrictions in Taiwan, funds are shifting from large-cap stocks to small- and mid-cap AI-related stocks. Continued investment in AI infrastructure is supporting the market.

Companies mentioned:台積電、光聖、華星光、欣興電子、奇鋐、創意電子、大立光、先進光電

Original美銀點名買入這「9檔」AI半導體股!最高潛在漲幅88%、雲端資本支出上看1.2兆美元

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original主要雲端服務業者的資本支出總額可望突破 1.2 兆美元
  • Original美國五大超大規模資料中心營運商在 2026 年的支出約為 7,000 億美元
  • Original超大規模雲端服務商的資本支出將在 2026 年達約 8,000 億美元
  • Original約 4,500 億美元
  • Original邁威爾科技 ( MRVL-US ) :目標價 365 美元,潛在漲幅 88%
  • Original美光科技 ( MU-US ) :目標價 1550 美元,潛在漲幅 87%
  • Original英特爾 ( INTC-US ) :目標價 160 美元,潛在漲幅 76%
  • Original輝達 ( NVDA-US ) :目標價 350 美元,潛在漲幅 69%
  • Credo Technology (CRDO-US): price target $340, potential upside 56%
  • Original科磊 ( KLAC-US ) :目標價 260 美元,潛在漲幅 42%
  • 應用材料 (

Companies mentioned:美銀、美國銀行、TradingView、微軟、摩根士丹利、邁威爾科技、美光科技、英特爾、輝達、Credo Technology、科磊、應用材料、博通、超微半導體

Dali Precision's second-quarter loss weighed on results; first-half loss of NT$48.41 million, or NT$0.58 per share

Published ・ Source Taiwan | 鉅亨網

Daitien Precision posted an after-tax loss of NT$52.77 million in the second quarter of 2026, mainly due to high costs at its China and Vietnam plants and foreign-exchange losses. Its cumulative loss for the first half was NT$48.41 million, turning a profit into a loss and serving as a warning to investors and the supply chain.

永擎 earns NT$690 million in Q2, up more than 2 times year on year; EPS reaches NT$9.76. AI servers and ASIC projects seen driving growth in the second half.

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:NVIDIA、AMD

U.S. manufacturing activity surges to a high, but becomes a warning sign: How could the Fed lose the battle for bond-market trust?

Published ・ Source Taiwan | 鉅亨網

Original米製造業景気が4年半ぶりの高水準に達したが、インフレ懸念から債券市場が混乱。FRBの政策信頼性が問われており、市場は明確な政策ロードマップを求めてる。

Companies mentioned:アメリカン・エキスプレス・バンク

宏達電's Q2 loss narrows to NT$280 million from a year earlier; EPS -NT$0.33.

Published ・ Source Taiwan | 鉅亨網

宏達電 reported its second-quarter results, with a narrower loss than a year earlier, and is entering Japan's AI glasses market through a partnership with KDDI. The company is also advancing its XR content and Open RAN technology strategies.

Companies mentioned:KDDI、Lucid Realities、Wevr、台揚科技、Microcom、Musée National Picasso-Paris

Breakthrough in China's domestically made glass substrates! 華為, 京東方 and 維信諾 join forces to solve a key advanced-packaging bottleneck; mass production set for 2027.

Published ・ Source Taiwan | 鉅亨網

China's 京東方 and 華為 have achieved a technological breakthrough in domestically produced glass substrates for advanced packaging. They are aiming for mass production in 2027, a step forward for semiconductor supply chain self-reliance.

Companies mentioned:京東方、華為、維信諾、康寧

Is your partner a financial whiz or a financial liability?

Published ・ Source Taiwan | 鉅亨網

永誠資産管理處 advocates the importance of household financial management to prevent conflicts arising from differences in how couples view money. It says setting shared goals and building a transparent system are key.

Stock down more than 4 tenths from its peak! SpaceX's first financial report will lay its cards on the table as AI, Starlink and Starship face scrutiny.

Published ・ Source Taiwan | 鉅亨網

SpaceX released its first financial report for the second quarter of 2026. Performance in AI, Starlink and Starship is drawing attention, while its stock price is down 43% from its peak. Concerns about selling after the lockup period expires also remain.

Companies mentioned:Cantor Fitzgerald、Anthropic、Google

信邦's July revenue sets a record for the 4th consecutive month; drone business forecast to grow multiple-fold this year.

Published ・ Source Taiwan | 鉅亨網

信邦's July revenue reached NT$3.167 billion, setting a record for the 4th consecutive month and rising nearly 29% year on year. Its drone business is expected to grow multiple-fold this year, becoming a new growth engine.

Mainland China stocks after the close: Both markets rose in the afternoon, extending gains, with all three major indexes higher.

Published ・ Source Taiwan | 鉅亨網

China's 3 major A-share indexes rose more sharply in the afternoon on the 4th, with the Shenzhen Component and ChiNext indexes posting strong gains. 中金公司 recommended focusing on economic growth stocks and sectors poised for cyclical improvement, signaling a shift in investment strategy.

Companies mentioned:中金公司

First batch of high-end enterovirus vaccines exported to Vietnam; revenue contribution to begin in August.

Published ・ Source Taiwan | 鉅亨網

High-end Vaccine's enterovirus vaccine “恩穩健” received its first approval in Vietnam and made its first export. Sales will begin in August, marking the start of a full-scale international expansion.

Strong demand for 百容's semiconductor applications business lifts July revenue above the previous month to a 50-month high.

Published ・ Source Taiwan | 鉅亨網

Driven by strong semiconductor demand, 百容's July revenue reached NT$201 million, a 50-month high. The company is also acquiring a Taichung plant to expand production of high-power heat sinks, signaling a strategic upgrade to its semiconductor business.

Companies mentioned:大立光 (3008-TW)

Three major memory makers sell out 2027 capacity ahead of schedule; year could bring the worst shortage in history.

Published ・ Source Taiwan | 鉅亨網

Memory production capacity for 2027 at Samsung, Micron and SKハイニクス has already sold out. Expanding AI demand is the main driver, and supplies for smartphones and PCs are expected to be squeezed.

Companies mentioned:サムスン電子、マイクロンテクノロジー、SKハイニクス、威剛科技、鎧俠

August dividend season at a glance! 00961 and 00891 boast annualized yields topping 17%, vying to become safe havens for funds.

Published ・ Source Taiwan | 鉅亨網

Amid volatility in Taiwan's stock market, high-dividend ETFs are drawing attention as a safe haven during the August ETF ex-dividend season. In particular, 00961 and 00891 are popular, with annualized distribution yields above 17%. Investors are tending to prioritize cash returns.

Companies mentioned:FT、台新、中信、摩根、国泰、群益、野村、凱基、兆豐、元大、富邦

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