# AI News 180m Report｜2026-08-04 21:00–24:00 JST｜Page 1 of 2

One place for news and notices from 2 countries/regions: Taiwan, 92 items from 3 sources; Japan, 16 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Ceuta migration influx sparks debate; 捷克 prime minister calls for 西班牙 to be excluded from the 申根區

- Published: 2026-08-04T23:46:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040333.aspx
- anchor: #n1814381
- Companies mentioned: 捷克、西班牙、申根區、義大利、德國、斯洛伐克、Expats.cz

Facts:
- More than 1 million asylum seekers arrived in Europe that year
- 捷克 joined the 申根區 in 2007

## U.S.-Iran deal in sight as oil prices fall below $80; U.S. stocks open higher, S&P hits record

- Published: 2026-08-04T23:22:58+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040332.aspx
- anchor: #n1814379
- Companies mentioned: Palantir、Caterpillar

U.S. major stock indexes rose on upbeat earnings forecasts from AI-related companies and hopes for progress in U.S.-Iran talks, with the S&P 500 setting a record high. International crude oil prices fell.

## Taiwan-U.S. securities depository and settlement agencies cooperate to strengthen settlement security and services for overseas brokerage trading

- Published: 2026-08-04T23:20:56+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040331.aspx
- anchor: #n1814380
- Companies mentioned: 台灣集中保管結算所、DTCC、富邦證券、永豐金證券、NYSE、Nasdaq

Taiwan Depository & Clearing Corporation is deepening cooperation with DTCC, using direct data access to improve settlement security and operational efficiency in Taiwan's overseas brokerage market in response to extended U.S. stock trading hours and the T+1 system.

## 今彩539 Issue 115188: No jackpot winner

- Published: 2026-08-04T23:09:53+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040330.aspx
- anchor: #n1814378
- Companies mentioned: 台彩公司

The winning numbers for 今彩539 Issue 115188 were drawn, with no jackpot winner. Results for the 3-Star and 4-Star lotteries were also announced.

## 大樂透 Issue 115076: No jackpot winner

- Published: 2026-08-04T23:06:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040329.aspx
- anchor: #n1814374
- Companies mentioned: 台彩

Facts:
- Winning numbers: 04, 09, 49, 15, 30, 36
- Bonus number: 40

## Vice president: Taiwan is an important force for regional stability, not an island left at the mercy of authoritarian powers

- Published: 2026-08-04T23:06:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040328.aspx
- anchor: #n1814375
- Companies mentioned: 中央社、凱達格蘭論壇、YouTube

## Sales by Chinese property developers shrink; more than 20 mid-sized firms disappear in 3 years

- Published: 2026-08-04T23:04:47+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202608040327.aspx
- anchor: #n1814376
- Companies mentioned: 碧桂園、龍湖集團、華發股份、融創中國、遠洋集團、金地集團、保利發展、中海地產、華潤置地、招商蛇口、綠城中國

Facts:
- 銷售額介於人民幣300億元至1000億元的中型房企數量只剩6家
- Down 21 from the same period in 2023
- Sales at many property developers fell below 30 billion yuan
- Sales at property developers including 碧桂園, 龍湖集團 and 華發股份 fell to around 20 billion yuan
- 融創中國, 遠洋集團 and 金地集團 had sales of only around 10 billion yuan
- A total of 5 property developers had sales exceeding 100 billion yuan
- Average sales at the top 10 property developers fell by about 45.8%
- Total sales at the top 10 property developers fell from about 1.73 trillion yuan to 935.49 billion yuan

## 金管會修正保險業財報編製準則 損益來源更明確

- Published: 2026-08-04T22:59:45+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040326.aspx
- anchor: #n1814313
- Companies mentioned: 金管會、保險業、證券發行人

金管會研擬修正「保險業財務報告編製準則」，配合IFRS 18提升財報透明度並推動無紙化。全台43家保險業適用，預計2028年起實施。

Facts:
- All 43 companies are covered
- Taiwan will apply the requirements of International Financial Reporting Standard 18 (IFRS 18), Presentation and Disclosure in Financial Statements, in the 2028 fiscal year
- 保險業自公告申報2027年第1季財務報告起
- The revision amends 7 articles and 18 forms, adds 1 form and removes 3 forms
- Open for public comment for 30 days

## Finland’s free school lunches: 80 years on, government promotes sustainable eating policies

- Published: 2026-08-04T22:53:42+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040325.aspx
- anchor: #n1814250

Finland’s free school lunch system has been in place for more than 80 years. The country is now promoting sustainable eating by adjusting meal compositions, while the program continues to serve as an important social safety net.

Facts:
- Finland officially introduced a nationwide free school lunch program in 1948, becoming the first country in the world to legally guarantee free nutritious lunches to primary school students.
- Finland’s school meal program covers about 850,000 students from preschool through high school nationwide.
- According to 2023 data, the average cost of a school lunch in the capital region was 2.66 euros per meal.
- The City of Helsinki plans to reduce the proportion of meat and dairy in school meals by 2030, while increasing plant-based and fish dishes.

## One heat wave, two worlds: a Seoul shantytown just steps from the wealthy in Gangnam

- Published: 2026-08-04T22:46:40+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040324.aspx
- anchor: #n1814248
- Companies mentioned: PSY、Ferrari、藍寶堅尼、勞斯萊斯、Rolls-Royce、University of Oslo、Korea Meteorological Administration

Facts:
- About 160 households in the area live in structures mostly built from makeshift wooden boards and tarpaulins.
- Home prices can reach 5.4 billion won (about 3.7 million dollars)
- The average net assets of the wealthiest 20% of the population are 45 times those of the poorest 20%.
- A total of 16 people have died nationwide from high temperatures this summer.
- Cooling appliances worth 67 million won were distributed to vulnerable households in Gangnam District.

## U.S.-Iran deal could reopen Strait of Hormuz; U.S. Treasury chief sees oil prices falling

- Published: 2026-08-04T22:44:38+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040323.aspx
- anchor: #n1814249
- Companies mentioned: CNBC、法新社

Treasury Secretary Bessent said the U.S. and Iran could reach an agreement soon to restore passage through the Strait of Hormuz. The move is aimed at stabilizing energy markets and lowering oil prices, and crude prices have already fallen in response.

Facts:
- U.S. Treasury Secretary Bessent said the United States could reach an agreement with Iran today or tomorrow to restore passage through the Strait of Hormuz.
- Bessent said he believes the Strait of Hormuz will remain open to free passage.
- After Bessent's remarks, U.S. crude futures fell about 4% to below $77 a barrel.
- Iran's Foreign Ministry denied that it was negotiating with Washington.

## Interior Ministry: 寄居蟹 willing to transfer social housing rental management cases; transition to be launched as appropriate

- Published: 2026-08-04T22:43:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040322.aspx
- anchor: #n1814245
- Companies mentioned: 寄居蟹、兆基屋管、趙姬投資、寄居蟹管理顧問、國家住宅及都市更新中心、6都租賃住宅服務商業同業公會

Facts:
- 兆基公司 manages about 23,000 social housing rental cases
- More than 8,000 of them are managed by the central government
- 15,000 are managed by county and city governments
- 寄居蟹 has more than about 6,800 cases
- Overall, there are currently about 110,000 active rental management contracts handled by local and central governments

## After repeated workplace safety incidents, major Chinese private courier company STO Express is placed under investigation

- Published: 2026-08-04T22:43:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/acn/202608040321.aspx
- anchor: #n1814246
- Companies mentioned: 申通快递、申通快递有限公司、中國國家郵政局、中國基金報

Facts:
- More than 4,500 independent outlets and branches
- More than 25,000 service locations and retail outlets
- More than 300,000 employees
- Ranked 263rd on China's Top 500 Service Enterprises list in 2019

## New domestic rules on virtual currency transfers to take effect in October to strengthen anti-money laundering controls

- Published: 2026-08-04T22:42:31+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040320.aspx
- anchor: #n1814247
- Companies mentioned: 金管會、FATF、中華民國虛擬通貨商業同業公會、VASP公會

金管會 announced a phased rollout of virtual currency transfer rules (Travel Rule). Starting in October, transfers exceeding NT$30,000 between domestic VASPs must include identity information; the rules will extend to cross-border transfers by the end of 2027.

Facts:
- Transfer amounts exceeding the equivalent of NT$30,000
- Expected to take effect by the end of 2027

## 德保拉中職生涯第77勝 超越風神成隊史洋投第1人

- Published: 2026-08-04T22:36:29+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202608040319.aspx
- anchor: #n1814242
- Companies mentioned: 中信兄弟、富邦悍將、兄弟隊、風神、Jonathan Hurst、Jose De Paula、阿部雄大

Facts:
- De Paula earns his 77th career CPBL win
- Defeated 富邦悍將 5-0
- Pitched 7 innings
- Threw a total of 91 pitches
- Gave up 8 hits
- Struck out 4 batters
- His 6th win of the season
- His personal season total is 3 runs
- This is his 7th year

## 林佳龍 hosts U.S. congressman for lunch, hopes Taiwan and U.S. can help partner countries build resilience

- Published: 2026-08-04T22:29:23+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040318.aspx
- anchor: #n1814240
- Companies mentioned: 美國聯邦眾議院外交委員會、台灣

Facts:
- He also congratulated McCaul on receiving the Grand Cordon of the Order of Brilliant Star from President Lai Ching-te, and thanked him for his longstanding support in Congress for arms sales to Taiwan and closer Taiwan-U.S. security ties through concrete legislative action, demonstrating his unwavering support for 台灣.

## President Lai: 116年度 central government budget will incur no debt, with expenditures exceeding 3.6 trillion

- Published: 2026-08-04T22:18:20+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040317.aspx
- anchor: #n1814235

President Lai announced that expenditures in the 116年度 central government budget will reach 3.6 trillion, targeting zero borrowing and a balanced budget, with priority investments in defense, technology and social welfare.

## 中聯油脂 case affects feed ingredients; Agriculture Ministry offers import subsidies

- Published: 2026-08-04T22:16:18+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040316.aspx
- anchor: #n1814236
- Companies mentioned: 中聯油脂股份有限公司、台灣糖業股份有限公司

Facts:
- Subsidies of up to NT$2.25 per kilogram
- Subsidies of up to NT$1.24 per kilogram for imported soybean meal
- Releasing 125 metric tons of soybean meal daily
- Can reduce soybean meal use by about 10%

## 熊本 earthquake: Companies rely on business continuity plans to respond and speed up supply chain recovery

- Published: 2026-08-04T22:16:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040315.aspx
- anchor: #n1814237
- Companies mentioned: 全家便利商店、7-Eleven、阿弗瑞薩控股、本田、日產汽車、愛信、東京海上風險諮詢公司、三得利控股、JR九州、帝國數據銀行

Following the Kumamoto earthquakes, companies are rushing to restore their supply chains under their BCPs. 本田 has yet to determine when operations can resume because verifying its supply network is taking time, while companies such as Suntory are quickly shifting production to alternatives based on lessons learned.

Facts:
- 7-Eleven substantially revised its business continuity plan in 2021
- 本田's Kumamoto plant will remain closed through the 7th
- 愛信 to raise factory inventories to a maximum of 5 days' supply
- Only 21.4% of companies have formulated business continuity plans

## Wang Yen-cheng goes from first win to 10 wins in the KBO, saying he is very happy and will keep working hard

- Published: 2026-08-04T22:13:27+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202608040314.aspx
- anchor: #n1814234
- Companies mentioned: 韓華鷹隊、三星獅隊

Taiwanese left-hander Wang Yen-cheng, who plays for 韓華鷹隊 in the KBO, earned his 10th win of the season against 三星獅隊 on the 4th, becoming the first Asian import in KBO history to record 10 wins in a single season.

Facts:
- Wang Yen-cheng plays for 韓華鷹隊 in the KBO
- Wang Yen-cheng allowed no runs over 6 innings as a starter against 三星獅隊
- Wang Yen-cheng's fastball reached a top speed of 151 kilometers per hour
- Wang Yen-cheng becomes the first Asian import in KBO history to record 10 wins in a single season
- Wang Yen-cheng posted a 3.34 ERA after the game

## 緯創's AI server business remains strong; Lin Hsien-ming: Building Taiwan's AI into an indispensable force

- Published: 2026-08-04T22:04:11+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040313.aspx
- anchor: #n1814232
- Companies mentioned: 緯創、CSP、Neocloud

Facts:
- Network communications switch business is expected to grow 10 times this year
- AI servers already account for more than 95%
- Shipments in the second half are forecast to decline by 10% to 20%
- Customer forecasts already extend into the first half of 2027

## 雅婷智慧 signs MOU with Qun Huan to promote standardized on-premises AI that best understands Taiwan

- Published: 2026-08-04T22:01:09+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040312.aspx
- anchor: #n1814231
- Companies mentioned: 雅婷智慧、群環科技、聯強集團、台灣人工智慧實驗室

Facts:
- A network of more than 2000 distributors and systems integrators
- More than 40 years of experience in commercial IT channels

## Tai Lotto draw No. 115076

- Published: 2026-08-04T21:52:07+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040311.aspx
- anchor: #n1814110
- Companies mentioned: 台彩

The Tai Lotto draw No. 115076 was held on the evening of August 4. The winning numbers for this draw have been announced, and the public can check them against the official 台彩 announcement.

## Taiwan Lottery 539 draw No. 115188

- Published: 2026-08-04T21:46:05+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040310.aspx
- anchor: #n1814109
- Companies mentioned: 台彩、中央社

Facts:
- Winning number: 32
- 3-Star winning number: 991
- 4-Star winning number: 1843

## German intelligence oversight committee: Ceuta migrant surge suspected of being part of hybrid warfare against the EU

- Published: 2026-08-04T21:44:02+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040309.aspx
- anchor: #n1814107
- Companies mentioned: 德國國會情報監督委員會、聯邦情報局（BND）、聯邦憲法保衛局（BfV）、軍事反情報局（MAD）、德通社（dpa）、南德日報（SZ）、路透社

Facts:
- About 69,500 migrants have returned to Morocco in the past 4 days

## Wang Yen-cheng posts quality starts in 3 consecutive games, becomes first Asian import in KBO history to reach 10 wins

- Published: 2026-08-04T21:42:00+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aspt/202608040308.aspx
- anchor: #n1814108
- Companies mentioned: 韓華鷹隊、三星獅隊

Taiwanese left-hander Wang Yen-cheng, who plays for 韓華鷹隊 in the KBO, delivered a quality start against Samsung Lions, allowing no runs over 6 innings and earning his 10th win of the season. He became the first Asian import in KBO history to reach 10 wins in a single season.

Facts:
- Wang Yen-cheng allowed no runs over 6 innings and earned his 10th win of the season
- Wang Yen-cheng becomes the first Asian import in KBO history to reach 10 wins in a single season
- Wang Yen-cheng's fastball reached a top speed of 151 kilometers per hour in the game
- Wang Yen-cheng posted a 3.34 ERA after the game
- 韓華鷹隊 defeated 三星獅隊 4-1

## Taipei asks 兆基屋管 to explain its operations, says it will oversee fulfillment of public housing contract responsibilities

- Published: 2026-08-04T21:33:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202608040307.aspx
- anchor: #n1814104
- Companies mentioned: 兆基集團、兆基屋管、趙姬投資、寄居蟹管理顧問、台北市政府、都發局

Facts:
- A review found a total of 303 cases
- The longest operating year for a master lease case is year 117

## Wu Chih-chung's visit to Mayotte yields fruitful results; French senators to visit Taiwan to deepen cooperation

- Published: 2026-08-04T21:31:56+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040306.aspx
- anchor: #n1814105

Wu Chih-chung's visit to Mayotte yielded fruitful results, deepening bilateral cooperation in the economy, technology and education. Mayotte senators will visit Taiwan as a group to advance substantive projects.

## New Spider-Man film sets North American opening-weekend box-office record, surpassing Avengers: Endgame

- Published: 2026-08-04T21:30:54+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/amov/202608040305.aspx
- anchor: #n1814106
- Companies mentioned: 索尼影業、迪士尼、漫威

The new film Spider-Man: Brand New Day grossed US$360 million at its North American opening, breaking the record set by Avengers: Endgame and setting a new all-time high.

## Controversy over Taiwan Sugar's reporting continues; Chen Chi-mai calls for food safety loopholes to be fixed

- Published: 2026-08-04T21:15:51+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202608040304.aspx
- anchor: #n1814103
- Companies mentioned: 台灣糖業股份有限公司、中聯油脂股份有限公司、福懋

Facts:
- The limit for finished edible oil products is 2 micrograms per kilogram (2 ppb)

## Keelung's Liuhe parking lot may shut down; council speaker Tung Tzu-wei to conduct an inspection and mediate

- Published: 2026-08-04T21:14:49+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202608040303.aspx
- anchor: #n1814098
- Companies mentioned: 台肥公司、富山公司

The Liuhe parking lot in Keelung has suspended short-term parking because its lease expired, causing parking problems for residents. City Council Speaker Tung Tzu-wei will step in to inspect the site and mediate between the city government and landowner 台肥公司.

## New rooftop solar rules officially announced, taking effect 8/1; homes, shops and clinics excluded

- Published: 2026-08-04T21:12:47+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aipl/202608040302.aspx
- anchor: #n1814099

The Ministry of the Interior and Ministry of Economic Affairs announced a policy requiring new buildings to install rooftop solar systems, while exempting homes, shops and clinics. In view of the complexities of property rights and maintenance, the rules will take effect for other buildings on August 1, 115.

Facts:
- The new standards for installing solar power generation equipment on buildings take effect on August 1.
- Residential buildings (H category) and shops and clinics (G3 category) are temporarily excluded from the mandatory installation rules.
- The mandatory solar installation standard applies to buildings with an area of at least 1000 square meters.
- The government estimates that installed capacity could increase by about 660 MW annually.
- The implementation date for all building categories other than homes, shops and clinics is August 1, 115.

## U.S. Treasury secretary: U.S. and Iran may reach an agreement on the 4th or 5th to restore free passage through the Strait of Hormuz

- Published: 2026-08-04T21:10:45+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040301.aspx
- anchor: #n1814100
- Companies mentioned: CNBC

U.S. Treasury Secretary Bessent said the United States and Iran are negotiating freedom of passage through the Strait of Hormuz and may reach an agreement soon to restore normal operations in the strait.

Facts:
- The agreement aims to reopen the Strait of Hormuz

## 南亞科晶豪科7月營收創新高 月增逾4成

- Published: 2026-08-04T21:10:43+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040300.aspx
- anchor: #n1814101
- Companies mentioned: 南亞科、晶豪科

記憶體大廠南亞科與晶豪科7月營收同步創新高，月增幅均逾4成。受惠於市場強勁需求，營運呈現跳躍式成長。

## Group lawsuit over 中聯油脂 case: Consumers' Foundation says it has received 3207 applications

- Published: 2026-08-04T21:10:41+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/ahel/202608040299.aspx
- anchor: #n1814102
- Companies mentioned: 中聯油脂、泰山企業、福懋油脂、福壽實業、消費者文教基金會、台灣消保協會

中聯油脂 was embroiled in a food safety controversy after benzo[a]pyrene levels exceeded the limit. The Consumers' Foundation has launched a group lawsuit, with more than 3200 people already participating. The companies involved are still being investigated to determine responsibility.

## 金管會核准台新銀併新光銀 國內204據點僅次合庫

- Published: 2026-08-04T21:01:39+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040298.aspx
- anchor: #n1814089
- Companies mentioned: 台新銀行、新光銀行、合庫銀行、台新金、新光金、台新新光金、台新證券、元富證券、金管會、銀行公會

Facts:
- A total of 204 domestic branches
- Total cash payment of NT$5.5 billion
- The surviving bank's pro forma total assets after the merger would be NT$4.7 trillion
- Capital of NT$170.3 billion
- 台新銀行 has 101 branches
- 新光銀行 has 103 branches

## Thailand cautiously reengages with Myanmar; analysts worry junta could gain legitimacy

- Published: 2026-08-04T20:58:36+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040297.aspx
- anchor: #n1814082

Myanmar President Min Aung Hlaing will make his first visit to Thailand as president on the 6th. Thailand's cautious engagement strategy has raised international concerns about legitimizing Myanmar's military junta.

## 環球晶: Customer inventories healthy, silicon wafer capacity fully utilized

- Published: 2026-08-04T20:56:34+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/afe/202608040296.aspx
- anchor: #n1814083
- Companies mentioned: 環球晶、世創

環球晶 reported its second-quarter results, with net profit up 99.3% quarter on quarter and capacity remaining fully utilized. Despite a fire at its Italian plant, the company has activated recovery measures and is optimistic about long-term industry growth driven by AI and HPC.

Facts:
- 環球晶 posted second-quarter revenue of NT$15.214 billion, up 8.8% quarter on quarter.
- 環球晶 posted second-quarter after-tax net profit of NT$3.779 billion, up 99.3% quarter on quarter, with earnings per share of NT$7.9.
- 環球晶's 12-inch, 8-inch and 6-inch silicon wafer capacity is fully utilized.
- A fire broke out on the 8-inch production line at 環球晶's Novara plant in Italy. Core information systems were unaffected, and the plant as a whole was undamaged.
- The Niigata plant in Japan posted record quarterly revenue in the second quarter.

## Lee Szechuan proposes revitalizing Xinzhuang Temple Street; Su Chiao-hui advocates establishing an urban renewal bureau

- Published: 2026-08-04T20:54:32+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aloc/202608040295.aspx
- anchor: #n1813954
- Companies mentioned: 国民党、民進党、新西園掌中劇團

New Taipei City mayoral candidates 李四川 and 蘇巧慧 have each put forward plans to revitalize Xinzhuang Miaojie and establish an urban renewal bureau and youth housing policies, respectively.

Facts:
- Lee Szechuan visited Xinzhuang Temple Street and said he would work to restore its former glory if elected.
- Su Chiao-hui announced that she would establish an urban renewal bureau if elected.
- Su Chiao-hui proposed piloting youth and childcare housing, with rentals of up to 20 years.
- The target completion year for Phase 1 of the MRT Wanda-Zhonghe-Shulin Line is 2027.

## Reuters: Trump administration drafts ban on Chinese-made data center equipment

- Published: 2026-08-04T20:53:30+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202608040294.aspx
- anchor: #n1813955
- Companies mentioned: 中際旭創、Amazon Web Services、Coherent、Lumentum

The Trump administration is considering banning imports of Chinese-made data center equipment. The FCC is targeting optical transceivers as it seeks to strengthen security for AI infrastructure.

## Man goes missing after paddling out to fish from Yilan's Feniaolin; Coast Guard launches search

- Published: 2026-08-04T20:51:28+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/asoc/202608040293.aspx
- anchor: #n1813956

A SUP angler has gone missing in Feniaolin, Yilan County. A 63-year-old man surnamed Yang paddled out to sea on a stand-up paddleboard and did not return. The Coast Guard has mobilized a search and rescue operation, but he has not yet been found.

Facts:
- A 63-year-old man surnamed Yang goes missing after paddling out to fish on a stand-up paddleboard (SUP)
- The incident occurred off North Beach in Feniaolin, Yilan County
- The Coast Guard has deployed patrol boats, drones and aerial surveillance aircraft in the search
- The search and rescue operation was suspended on the evening of the 4th and is expected to resume on the morning of the 5th

## U.S.-China tech war escalates! Trump considers ban on Chinese-made optical transceivers, citing risk of data centers becoming breeding grounds for spies

- Published: 2026-08-04T22:50:13+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154055
- Article page: https://ainews.idaeo.ai/a/3636612-en.html
- anchor: #n1814314
- Companies mentioned: 中際旭創、Amazon Web Services、Coherent、Lumentum

The Trump administration is considering banning imports of Chinese-made optical transceivers. The move aims to strengthen security at data centers underpinning AI and could deal a blow to 中際旭創 and others.

## Danish princess reports for military service! 19-year-old Isabella to undergo 11 months of training, forgoing nearly a million in allowances to set an example for the royal family

- Published: 2026-08-04T22:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154053
- Article page: https://ainews.idaeo.ai/a/3636615-en.html
- anchor: #n1814315

Princess Isabella (19), second in line to the Danish throne, has joined a light cavalry regiment and begun 11 months of military service. She is the first royal to serve since conscription for women was introduced and is expected to serve as a national role model.

## Liu Bao-jie blasts the DPP for its heavy-handed tactics and lowbrow rhetoric, lamenting that it has “abandoned its values for power”: “You’re just like the KMT used to be”

- Published: 2026-08-04T22:12:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154032
- Article page: https://ainews.idaeo.ai/a/3636618-en.html
- anchor: #n1814316

Veteran media figure Liu Bao-jie criticized the DPP for vulgar rhetoric and heavy-handed tactics, saying it had abandoned democratic values for power and was now no different from the KMT of the past. His remarks reflect dissatisfaction among Taiwan’s centrist voters with both major political camps.

## Italy fire does not derail AI plans! 環球晶’s new Texas plant earns Tier-1 certification, Japan plant ramps up production as global capacity expansion begins to pay off

- Published: 2026-08-04T21:49:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154040
- anchor: #n1814171
- Companies mentioned: 環球晶、美光

Facts:
- 10-year long-term supply contract
- 8-inch production line
- 12-inch new production line
- Starting in 2027

## AI demand for capacity reaches silicon wafers! 環球晶 signs its longest-ever 10-year contract; 美光 prepays more than US$500 million as customers begin specifying production sites

- Published: 2026-08-04T21:45:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154038
- anchor: #n1814172
- Companies mentioned: 環球晶、美光

## 環球晶法說》Q2每股賺7.9元、營收季增近一成！AI需求帶動12吋幾乎滿載，矽晶圓供需轉趨吃緊

- Published: 2026-08-04T21:42:40+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154037
- anchor: #n1814173
- Companies mentioned: 環球晶、Siltronic

Facts:
- Q2 revenue: NT$15.21 billion
- Up 8.8% quarter over quarter
- Earnings per share: NT$7.9
- Operating margin: 9.4%
- Net margin after tax: 24.8%
- 環球晶 reported consolidated revenue of NT$29.2 billion for the first half of this year
- Down 7.6% year over year
- First-half gross margin: 20.7%
- Down 5.5 percentage points from the same period last year
- Operating margin: 9.9%
- Net income after tax: NT$5.67 billion
- Net margin: 19.4%
- Earnings per share: NT$11.87
- About 80 euros per share at the end of April

## 愛馬仕柏金包賣不動竟和中國豬價有關？謝金河揭背後「魔幻連動」：執行長緊盯1指標

- Published: 2026-08-04T21:33:35+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154011
- anchor: #n1814174
- Companies mentioned: 愛馬仕、ルイ・ヴィトン、フォルクスワーゲン、穩懋

愛馬仕の業績が中国の豚肉価格に連動していると指摘された。これは中国内需の弱さが高級品消費に影響している証左であり、市場関係者の注目を集めている。

## Airport service charge to rise starting in September! MOTC plans “2-stage adjustment”; revenue from the fee is projected to double to NT$25.6 billion

- Published: 2026-08-04T21:30:31+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154048
- anchor: #n1814175

The Ministry of Transportation has decided to raise the airport service fee from 500 yen to 1,000 yen in 2 phases, in September 2026 and September 2028. The move is intended to meet airport infrastructure needs of about 600 billion yen over the next 20 years, with revenue expected to double to 25.6 billion yen.

## Lettuce parasite spreads to 45 states! Outbreak leaves 2 dead and 7,000 confirmed cases; CDC warns that “bagged salads” should also be washed

- Published: 2026-08-04T21:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154047
- anchor: #n1814176
- Companies mentioned: Taylor Farms de Mexico、Taco Bell、FDA、CDC、BBC、AP

Cyclospora infections have spread to 45 states in the United States, with about 7,000 cases and 2 deaths. Lettuce from Mexico is suspected as the cause, and the CDC has warned people to wash bagged salads as well.

## Will Lai’s government slash its 130,000 public housing units plan? TPP says “this proposal could replace the entire plan”: cuts all the way down to zero units

- Published: 2026-08-04T21:16:29+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154005
- anchor: #n1814177

The TPP criticized the Lai Ching-te government for slashing its pre-election pledge to build 130,000 social housing units to just 5,000 newly built units, accusing it of breaking its promise and calling it a “zero-unit attack.” The shift toward relying on subsidies and lease-management programs has sparked debate over whether housing justice can be achieved.

## 富邦人壽’s award-winning performance at the 2026 Insurance Faith, Hope and Love Awards

- Published: 2026-08-04T21:03:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154050
- anchor: #n1814178
- Companies mentioned: 荒野保護協會、國防部、內政部警政署刑事警察局、台中市政府、富邦美術館

富邦人壽 won 11 awards at the 2026 Insurance Faith, Hope and Love Awards, including the top honor of “Best Insurance Company of the Year,” recognizing its leadership in talent development, technology adoption and social responsibility.

## Taishin Bank and Shin Kong Bank merger approved; 3 top executive appointments to watch, with profits hidden in the deal

- Published: 2026-08-04T21:03:43+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154049
- anchor: #n1814179
- Companies mentioned: 台新新光金控、合作金庫銀行

The Financial Supervisory Commission approved Taishin Bank’s acquisition of Shin Kong Bank, with the merger set to take effect on January 1, 2027. Taishin Bank’s team will lead the combined company, whose assets will rank 7th in size, showcasing Wu Tung-liang’s business and political clout.

## Taiwan Life and 中國信託產險 win 10 Insurance Faith, Hope and Love Awards; innovative services and outstanding customer experiences earn repeated recognition for TeamTaiwanlife

- Published: 2026-08-04T21:00:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154045
- anchor: #n1814180
- Companies mentioned: 中國信託產險

Taiwan Life and 中國信託產險 won a total of 10 awards at the 2026 Insurance Faith, Hope and Love Awards, highlighting their leadership in product innovation, distribution strategies and customer experience, and presenting a gift to CTBC Financial Holding on its 60th anniversary.

## CTBC Bank opens Anping branch, deepening its presence in the heart of Tainan

- Published: 2026-08-04T20:58:11+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154043
- anchor: #n1814017

CTBC Bank opened its Anping branch in Tainan City on the 4th. It is the bank’s 13th location in Tainan and its largest branch, expanding personal and corporate banking services and strengthening its presence in the city’s central living district.

## Housing industry joint support group established! Su Chiao-hui proposes new housing policies, including an urban renewal bureau and a 20-year rental pilot for homes for young families with children

- Published: 2026-08-04T20:55:48+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154042
- anchor: #n1814018

New Taipei mayoral candidate 蘇巧慧 established the “住宅產業聯合後援會” and announced plans to create an urban renewal bureau, use AI, and launch a trial program offering youth family housing on 20-year leases. Her housing policies aimed at all generations are drawing attention.

## 世紀民生 pursues transformation! 朝和生醫 expands into Malaysia, plans to go public in 2027

- Published: 2026-08-04T20:48:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154039
- anchor: #n1814019

世紀民生 (5314) is accelerating its shift into the broader health industry. Its 朝和生醫 brand will enter Malaysia, with plans to go public in 2027. The move signals its global expansion and validates its strategy of building high-margin consumer brands.

## Overseas study tour cost a million, but report was “just 5 pages,” drawing criticism; Hsu Chia-ching deflects blame by citing her predecessor: Chang Hsiao-yen stayed only at 5-star hotels and brought his wife

- Published: 2026-08-04T20:45:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154004
- anchor: #n1814020

Hsu Chia-ching, chairperson of the Overseas Community Affairs Council, faced questions after spending a million on visits to 7 countries and submitting a report of just 5 pages. She defended herself by citing the travel practices under her predecessor Chang Hsiao-yen, sparking a political controversy.

## Su Yi-feng checks blood pressure of fasting young protester and is reported by “Greenbird” activists; Lo Chih-chiang fumes: “Unbelievable”—Lai Ching-te was hailed as a hero for 11 roadside emergency responses

- Published: 2026-08-04T20:39:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154028
- anchor: #n1814021
- Companies mentioned: 中聯、台糖

When chest physician 蘇一峰 took the blood pressure and blood sugar of a young person on a hunger strike, he was reported to 青鳥 for “practicing medicine without authorization.” 羅智強 criticized this as a double standard, comparing it with 赖清德’s 11 emergency treatments on the street.

## A historic moment at Koshien! The 108th tournament gets underway, with the first female umpire and video review introduced

- Published: 2026-08-04T20:35:06+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154018
- anchor: #n1814022

A woman umpire appeared for the first time at the 108th Summer Koshien, and video review was also introduced. Many traditionally strong schools were eliminated in the qualifiers, drawing attention to the dawn of a new era.

## Should you wait before exchanging for yen? Latest yen exchange rate after U.S.-Japan intervention; costs for ramen, shopping and a Disney trip calculated

- Published: 2026-08-04T20:34:54+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11153987
- anchor: #n1814023
- Companies mentioned: 聖湯瑪斯大學、美國、日本、川普、高市早苗、李其展、聯準會

Facts:
- A magnitude 7.1 earthquake
- US$1 to 157.6 yen
- The yen briefly climbed to the 155 level
- Breaks past 160 yen
- The U.S. dollar-yen rate (USD/JPY) rose from about 158 to near 164
- The yen strengthened from 164 to 157
- A 1-day Tokyo Disney passport costs about 7,900 to 10,900 yen
- An extra NT$500 to NT$1,000
- A 5-day trip to 日本, eating 20 bowls of ramen costing around a thousand yen each
- 20,000 yen per night
- Total room cost: 100,000 yen
- About NT$800 to NT$1,200 more than when the yen was at its low

## Flooding in low-lying Qianjin before improvements！Kaohsiung Water Resources Bureau upgrades flood-control facilities and adds pumping stations，racing to finish before next year’s flood season

- Published: 2026-08-04T20:27:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154025
- anchor: #n1814024

The summary of this item is not shown

## Kaohsiung rural tourism targets South Korea！Promotions in Seoul and Busan seek to tap demand for in-depth travel

- Published: 2026-08-04T20:22:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154026
- anchor: #n1814025
- Companies mentioned: KBS、KATA、AREX、釜山市政府、駐韓国台北代表部

The Kaohsiung City Government's Agriculture Bureau promoted rural tourism in Seoul and Busan, South Korea, seeking to enter the Korean market through activities such as fruit picking and rural food experiences. The effort is important for raising awareness of Taiwanese tourism in Northeast Asia.

## Taiwan stocks post biggest-ever point declines and gains in succession：Is this a bear market？Analysts explain the correction and investment opportunities

- Published: 2026-08-04T20:17:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154033
- anchor: #n1814026
- Companies mentioned: 野村投信

台股7月出現史上最大單日跌點與漲點，市場震盪加劇。野村投信分析此為AI概念股估值調整，非景氣空頭，中長期仍回歸基本面。主動選股策略可望轉危為機。

## VIS Singapore 12-inch fab yield tops 99%！Mass production to begin in Q1 2027，with revenue and earnings contributions expected sooner

- Published: 2026-08-04T20:11:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154021
- anchor: #n1814027

The first batch of samples from VIS’s 12-inch wafer fab in Singapore achieved a yield of more than 99%。Mass production is scheduled to begin in Q1 2027，with the ramp-up proceeding faster than expected and revenue and earnings contributions anticipated earlier。The results highlight the company’s technological capabilities and progress in executing its expansion strategy。

## Miaoli County repaid more than NT$2.1 billion in debt last year，the most on record；Hsu Tung-chin tells council the county will save public funds to speed up repayments

- Published: 2026-08-04T20:09:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154016
- anchor: #n1814028

Miaoli County repaid more than 2.1 billion yen in debt in fiscal 2024, the highest amount on record. County Magistrate 鍾東錦 said savings would further accelerate repayment. The county's fiscal consolidation is underway.

## On-site evaluations for the national Golden Excellence Community awards：Zhushan’s Yanzheng Community takes the final spot

- Published: 2026-08-04T20:04:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154019
- anchor: #n1814029

The Yanzheng Community in Zhushan Township, Nantou County, is undergoing an on-site assessment for the National Golden Excellence Community Selection, with the county magistrate also visiting to show support. It has earned high marks as a model for sustainable community development and support for older residents.

## Forget Wall Street’s expectations！Palantir hits back at bears with earnings report as shares briefly surge 20%

- Published: 2026-08-04T23:00:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559397
- Article page: https://ainews.idaeo.ai/a/3636579-en.html
- anchor: #n1814251
- Companies mentioned: OpenAI、Google、Anthropic、Meta

Palantir's second-quarter revenue rose 93% year over year to $1.94 billion, beating market expectations, and its shares briefly surged 20%. Growing demand for AI sovereignty is driving growth in its corporate business.

## 〈U.S. premarket〉AI earnings bring good news，U.S.-Iran deal shows signs of progress！Major indexes open higher as Dow surges 700 points

- Published: 2026-08-04T22:40:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559153
- Article page: https://ainews.idaeo.ai/a/3636528-en.html
- anchor: #n1814252
- Companies mentioned: 開拓重工、Caterpillar、Palantir Technologies、PLTR-US、SpaceX、SPCX-US、超微、AMD-US、LPL Financial、Spotify、SPOT-US、輝瑞、PFE-US、默沙東、MRK-US、麥當勞、MCD-US、Rockwell Automation、ROK-US、亞馬遜、AMZN-US、Prologis、PLD-US、拜耳、Zalando、德國漢莎航空、Skylar Montgomery Koning、Stoxx 600

Facts:
- The Dow Jones Industrial Average briefly surged 700 points
- The Dow Jones Industrial Average gained more than 720 points，or 1.4%
- The Nasdaq Composite gained nearly 280 points，or nearly 1.1%
- The S&P 500 gained nearly 0.6%
- The Philadelphia Semiconductor Index gained nearly 4.6%
- Taiwan Semiconductor Manufacturing ADRs gained nearly 1.8%
- S&P 500 futures rose 0.4%
- Nasdaq 100 futures rose 1.1%
- Palantir Technologies (PL

## NSTC approves 5 park investment projects worth about NT$4.1 billion；4 projects focus on semiconductors

- Published: 2026-08-04T22:37:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559327
- Article page: https://ainews.idaeo.ai/a/3636582-en.html
- anchor: #n1814253
- Companies mentioned: 浩登智能科技、亞智科技南科分公司、新台實業、丰榮智機

The National Science and Technology Council approved 5 investment projects in science parks worth about NT$4.158 billion，4 of them focused on the semiconductor industry。The move strengthens Taiwan’s technological autonomy and international competitiveness in smart manufacturing and the advanced semiconductor supply chain。

## Wei Chuan subsidiary Li Wei unable to pay arbitration award；resolves to suspend operations and file for bankruptcy

- Published: 2026-08-04T22:34:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559280
- Article page: https://ainews.idaeo.ai/a/3636576-en.html
- anchor: #n1814254
- Companies mentioned: Ascion、美國仲裁協會國際爭議解決中心、美國密西根東區聯邦地方法院南部分院

偉訓 subsidiary 力韡 lost an arbitration case in the United States and was ordered to pay substantial damages. Unable to make the payment, it resolved to suspend operations and file for bankruptcy. The parent company, 偉訓, is unaffected.

## Airport service fee to rise to NT$750 from 9/1；to fund airport construction，it will rise again to NT$1,000 in 2028

- Published: 2026-08-04T22:33:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559274
- Article page: https://ainews.idaeo.ai/a/3636588-en.html
- anchor: #n1814255

交通部宣布分兩階段調漲出境旅客機場服務費，2026年9月起為750元，2028年9月起為1,000元，以支應未來20年6,000億元機場建設經費。此舉反映成本上升與財務永續需求，對航空與觀光產業具深遠影響。

## GlobalWafers’ 6- to 12-inch production lines are fully booked；customers extend long-term contract periods

- Published: 2026-08-04T22:31:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559383
- Article page: https://ainews.idaeo.ai/a/3636591-en.html
- anchor: #n1814256

Taiwanese silicon wafer maker 環球晶 is fully booked across its 6-to-12-inch production lines as demand for AI and HPC grows. Long-term contract periods are also getting longer, and signs of price increases are emerging amid tight supply and rising costs.

## Graphics card prices go through the roof；prices in Huaqiangbei change daily，with sellers saying they cannot draw up quotations

- Published: 2026-08-04T22:30:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559391
- Article page: https://ainews.idaeo.ai/a/3636585-en.html
- anchor: #n1814257

中国のGPU価格がAI需要の高まりを背景に暴騰しており、特に華強北市場では1日ごとに価格が変動。販売業者は報価ができない状況で、メーカーはAI向けに供給を優先している。

## 〈Wistron earnings call AI summary〉2026/8/4

- Published: 2026-08-04T22:30:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559382
- anchor: #n1814258
- Companies mentioned: NVIDIA、AMD、Wiwynn（緯穎）

Wistron Technology reported second-quarter 2026 revenue of NT$895.443 billion，up 62.43% year over year。Strong demand for AI servers drove a sharp increase in profits。The performance underscores the company’s key role in AI infrastructure and its importance to Taiwan’s technology industry。

## 〈Wistron earnings call〉AI server business expected to outperform the first half in the second half；networking business could grow by more than 10 times

- Published: 2026-08-04T22:26:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559326
- Article page: https://ainews.idaeo.ai/a/3636600-en.html
- anchor: #n1814259

緯創 expects strong growth in AI servers and AI network switches. New customer wins and tight market supply are providing a tailwind.

## 中獎率逾7成！台彩推市面最高頭獎刮刮樂「大麻將」送出3個1000萬

- Published: 2026-08-04T22:24:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559273
- Article page: https://ainews.idaeo.ai/a/3636605-en.html
- anchor: #n1814260

Taiwan Lottery launched 2 new scratch-off tickets today，“Big Mahjong” and “Prize Showdown”。“Big Mahjong” offers 3 top prizes of NT$10 million and has odds of winning of more than 70%，the highest on the market。The launch reinforces its leading position in the entertainment lottery market。

## Why did the United States suddenly step in to rescue the yen？Bessent fears competitive devaluations of Asian currencies

- Published: 2026-08-04T22:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559328
- Article page: https://ainews.idaeo.ai/a/3636609-en.html
- anchor: #n1814261

U.S. Treasury Secretary Bessent explained that the United States and Japan jointly intervened to buy yen because continued yen depreciation could trigger competitive devaluations of Asian currencies. He also said the policy's sustainability has limits.

## A $32.5 billion class-action lawsuit！iPhone Photos app accused of violating privacy laws；6.5 million Illinois users could each receive up to $5,000

- Published: 2026-08-04T22:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558849
- anchor: #n1814111
- Companies mentioned: Facebook、Instagram

Apple's iPhone Photos app is facing a class-action lawsuit in the United States over the collection of biometric data through facial recognition. The potential damages could reach $32.5 billion, and the case could set a precedent for privacy regulation.

## 〈Taiwan dollar〉Exporters and central bank step in；lighter trading narrows losses，currency narrowly holds the NT$32.5 threshold

- Published: 2026-08-04T21:58:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558652
- anchor: #n1814112

The New Taiwan dollar fell below the 32.5-yuan mark, but selling by exporters and central bank intervention narrowed its decline. Trading volume shrank, and the exchange rate remained stable.

## 〈Earnings〉AI data center demand ignites growth！開拓重工 beats expectations last quarter and raises full-year outlook

- Published: 2026-08-04T21:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559159
- anchor: #n1814113
- Companies mentioned: 開拓重工、Caterpillar、Vertiv、GE Vernova

Facts:
- 第二季營收年增 24% 至 205.4 億美元
- 淨利由去年同期的 21.8 億美元增至 35.9 億美元
- Earnings per share rose to $7.77 from $4.62
- Adjusted earnings per share came to $8.17
- 第二季新增訂單達 94 億美元
- 積壓訂單至創紀錄的 721 億美元
- 營建事業營收年增 35% 至 83.5 億美元
- 能源與運輸事業營收成長 17% 至 82.4 億美元
- 資源事業營收則年增 20% 至 46.5 億美元
- Revenue is expected to grow about 15% to 19%
- 全年關稅成本預估，由原先的 22 億至 26 億美元下修至約 22 億美元

## FSC：Domestic VASP transfers over NT$30,000 must include date of birth and address；rules take effect in October

- Published: 2026-08-04T21:44:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559322
- anchor: #n1814114

Starting in October 2026, the Financial Supervisory Commission will require the date of birth and address to be provided for virtual asset transfers exceeding NT$30,000 between domestic VASPs. The measure aligns with international FATF standards and strengthens anti-money laundering efforts.

## U.S.-Iran deal reportedly close to completion，companies report upbeat earnings！Dow futures surge 600 points

- Published: 2026-08-04T21:24:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559320
- anchor: #n1814115
- Companies mentioned: Caterpillar、Palantir Technologies、Micron、Marvell Technology、Amazon、NVIDIA、Meta、Alphabet、Microsoft、SpaceX

The United States and Iran are close to an agreement to reopen the Strait of Hormuz, while strong earnings from 開拓重工 and Palantir helped Dow futures rise 600 points. This signals a recovery in market confidence.

## Could the oil price alert soon be lifted? Bessent: U.S. and Iran could reopen the Strait of Hormuz within 2 days at the earliest

- Published: 2026-08-04T21:06:00+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559272
- anchor: #n1814116

U.S. Treasury Secretary Bessent suggested that the United States and Iran could reach an agreement to reopen the Strait of Hormuz as early as the 4th or 5th. Oil prices fell, raising hopes of easing market tensions.

## ADLINK sees stable orders and price-hike effects; second-half revenue estimated to grow by double digits year over year, with gross margin expected to recover

- Published: 2026-08-04T20:59:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559271
- anchor: #n1813957
- Companies mentioned: Intel、NVIDIA

ADLINK Technology held an investor conference, where General Manager Huang Yi-tun said its first-half order-to-shipment ratio was 1.5. Second-half revenue is expected to grow by double digits year over year, with gross margin recovering as edge AI applications continue to expand. The financial and strategic outlook is of significant interest to investors and the industry.

## Jin Tai Electronics returns to profit in Q2, with EPS of 0.19 yuan; targets growth in second-half operations

- Published: 2026-08-04T20:49:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559163
- anchor: #n1813958

Audio product maker Jin Tai Electronics returned to profit in Q2 2026, with EPS of 0.19 yuan, mainly due to a recovery in customer orders and higher shipments of new models. A capital increase of NT$210 million will be used to repay debt and improve its financial structure.

## Lai Ching-te presents medal; McCaul reveals Trump will soon submit key $14 billion arms sale to Congress

- Published: 2026-08-04T20:42:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559156
- anchor: #n1813959

Taiwan President Lai Ching-te awarded U.S. lawmaker Michael McCaul the Grand Cordon of the Order of Brilliant Star in recognition of his contribution to Taiwan-U.S. security cooperation. McCaul said Trump will soon submit a $14 billion arms sale to Taiwan, underscoring the United States' firm support for Taiwan.

## Is there a hidden agenda behind the U.S.-Japan joint effort to support the yen? Bessent has his eye on U.S. Treasuries, Japanese rate hikes and $550 billion in investment

- Published: 2026-08-04T20:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559158
- anchor: #n1813960
- Companies mentioned: 国際金融協会 (IIF)、大西洋理事会、瑞穗証券、ソフトバンクグループ

The United States and Japan bought yen in their first joint foreign exchange intervention in decades. The move is seen not merely as support, but as a strategic effort that includes restraining U.S. Treasury yields and pressuring Japan to raise interest rates and invest in the United States.

## Wistron investor conference: first-half EPS of 7.78 yuan; invests NT$17.5 billion in Taiwan, the United States and Vietnam

- Published: 2026-08-04T20:34:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559160
- anchor: #n1813961
- Companies mentioned: 國立陽明交通大學

緯創 reported first-half EPS of 7.78 yuan, a record high. It is investing a total of NT$17.481 billion in Taiwan, the United States and Vietnam to expand AI operations and production capacity.

## No hiding the data! FSC to launch official Taiwan stock market dashboard, aiming to go live before the end of Q3

- Published: 2026-08-04T20:26:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559149
- anchor: #n1813962
- Companies mentioned: 證交所、CMoney

The Financial Supervisory Commission will work with 證交所 to launch an official dashboard for Taiwan stock market margin trading, bringing together data such as margin balances and account-level collateral maintenance ratios. It is expected to go live before the end of Q3. The move aims to improve market transparency and prevent private platforms from misleading investors.

## 鮮活果汁-KY enters peak season; July revenue rises month over month and year over year, with January–July total reaching a record for the period

- Published: 2026-08-04T20:20:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559148
- anchor: #n1813963

鮮活果汁-KY posted revenue of 619 million yuan in July 2026, marking growth both month over month and year over year. Cumulative revenue for January-July reached 3.267 billion yuan, a record high. The results were driven by growing summer demand in China's new-style tea drinks market and the start of operations at its new Kunshan factory.

## FSC to monitor “personal financial revolving credit” monthly from October to curb excessive credit expansion

- Published: 2026-08-04T20:06:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558994
- anchor: #n1813964

To address the risk of excessive credit expansion fueled by personal investment borrowing, the Financial Supervisory Commission will require domestic banks to submit monthly reports on “個人理財周轉金” starting in October. The measure strengthens oversight to safeguard the stability of the financial system.

## Terra Lab releases a common operating picture (COP) for the Kumamoto Earthquake

- Published: 2026-08-04T23:00:36+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000082.000034117.html
- Article page: https://ainews.idaeo.ai/a/3636619-en.html
- anchor: #n1814377
- Companies mentioned: 株式会社テラ・ラボ

Facts:
- Wide-area aerial survey orthophoto data (approx. 22 cm/pixel)
- High-precision aerial orthophoto data (approx. 7 cm/pixel)

## Bigme announces F13, a color e-paper AI digital photo frame featuring AI voice interaction and a high-capacity 18,000mAh battery

- Published: 2026-08-04T22:59:36+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000012.000179671.html
- Article page: https://ainews.idaeo.ai/a/3636552-en.html
- anchor: #n1814311
- Companies mentioned: Bigme、Google、Outlook、ゴッホ、ラファエロ

Facts:
- 13-inch E Ink Spectra 6 color display
- High-capacity 18,000mAh battery
- Regular price: $289
- Preorder price: $239

## Korean premium pet lifestyle brand BITE ME accelerates brand expansion in the Japanese market

- Published: 2026-08-04T22:59:20+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000001.000188484.html
- Article page: https://ainews.idaeo.ai/a/3636553-en.html
- anchor: #n1814312
- Companies mentioned: 株式会社インケア、BITE ME

Facts:
- It marks the third year of full-scale expansion in the Japanese market
- The company now offers more than 600 products, including toys, nose-work toys, walking accessories and apparel
- Products are sold in more than 20 countries and regions, including South Korea
- Capital: ¥8 million

## 株式会社マルイ物産 to debut its Auto Drink Barista at CAFERES JAPAN 2026, offering the machine, ingredients and recipes as an integrated package

- Published: 2026-08-04T22:37:58+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000002.000188404.html
- anchor: #n1814243
- Companies mentioned: 株式会社マルイ物産、CAFERES JAPAN 2026、FOODBOAT

Facts:
- From August 4, 2026 (Tue.) to August 6 (Thu.)
- Hours: 10:00–17:00
- Lightweight design at approx. 25kg
- 〒150-0011

## 【ハンドボール 女子ユース日本代表】第11回女子ユース世界選手権・メインラウンド第2戦結果／スロベニアを下すも惜しくもベスト8には届かず

- Published: 2026-08-04T22:30:02+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000241.000106743.html
- Article page: https://ainews.idaeo.ai/a/3636503-en.html
- anchor: #n1814244
- Companies mentioned: 公益財団法人日本ハンドボール協会、IHF（国際ハンドボール連盟）

Facts:
- Won 34-30
- Finished with 1 win and 2 losses
- 9th–12th place playoff
- Will face the third-place team in Main Round Group II on August 6

## Sagri successfully uses AI to automatically identify building damage from the Kumamoto Earthquake

- Published: 2026-08-04T22:25:35+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000190.000040885.html
- anchor: #n1814238
- Companies mentioned: サグリ株式会社、テラ・ラボ、山田商会

Facts:
- Ground pixel size: approximately 7cm
- Identified 65 buildings
- Mashiki Town (14.21㎢)

## [Osaka, 8/20] How can new employees' workplace adjustment be balanced with organizational growth? Imagina to hold a seminar for executives and managers

- Published: 2026-08-04T22:00:02+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000575.000048039.html
- anchor: #n1814233
- Companies mentioned: 株式会社イマジナ、株式会社NEWONE、DDI社、ギャラップ社、IMD、ハーバード大学、ケンブリッジ大学

Facts:
- Trust from the team is 1.5 times higher
- Productivity declines by 18%
- A 23% loss in corporate profits
- Turnover rates soar to 3 times higher
- Management education at Japanese companies ranks 60th among 64 countries evaluated
- More than 3,000 companies served in human resource development
- 190-question assessment

## Following the phased ban on the manufacture, import and export of fluorescent lamps for general lighting, XLEDIA publishes key points to check before replacing them

- Published: 2026-08-04T21:06:54+09:00
- Source: Japan | PR TIMES
- Original: https://prtimes.jp/main/html/rd/p/000000027.000173067.html
- anchor: #n1814090
- Companies mentioned: 日本エクスレディア株式会社、XLEDIA

Facts:
- From January 1, 2026
- Those exceeding 30W from January 1, 2027
- From January 1, 2027
- From January 1, 2028