[宏達電] The Company's board of directors approved the record date for the capital increase from employee stock option certificates converted to common shares
Published ・ Source Taiwan | 臺灣證券交易所
宏達電 approved a capital increase through the conversion of employee stock option certificates, issuing 32,000 shares to retain talent.
[振大環球] On behalf of subsidiary GIANT LANCE INTERNATION LTD., announces under Article 第二十二條第一項第三款 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies
Published ・ Source Taiwan | 臺灣證券交易所
振大環球's subsidiary lent more than 5.5億元 in working capital to its parent company.
[燿華] The board meeting to review the 115 second-quarter financial report is scheduled for 115年08月12日
Published ・ Source Taiwan | 臺灣證券交易所
燿華 (2367) plans to hold a board meeting on August 12, 115, to review its second-quarter financial report. This is a routine financial disclosure with no significant changes and provides useful information for investors.
[瑞鼎] Board approves waiver of restrictions on managers' competitive activities
Published ・ Source Taiwan | 臺灣證券交易所
瑞鼎 Chief Technology Officer 林文聰 was approved to serve as the corporate director representative of 碳矽電子, and the board resolved to waive restrictions on competing activities.
瑞鼎 announced an extension of its endorsement guarantee for subsidiary 昆山瑞創芯電子. The move is intended to maintain the subsidiary's working capital and procurement needs, without changing the overall limit.
Jian Xin International announced an endorsement guarantee for financing by a new subsidiary, bringing the cumulative ratio to more than 135% of net worth.
Misread court ruling amplified online, triggering a wave of tens of thousands of illegal crossings into Ceuta.
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
More than 80 people died by drowning or in crushes and stampedes.
The false claim received more than 28,000 likes.
Spanish authorities said more than 70,000 people entered Ceuta illegally.
Belhaj, a pet groomer with 31,000 followers on social media platform Instagram (IG).
There were once two public WhatsApp groups managed by Algerian phone numbers that shared route advice for traveling to Ceuta with the groups’ 3,700 members.
Taiwanese stocks rise more than 1,400 points in morning trading, led by a surge in electronics shares and 台積電, reclaiming the quarterly moving average.
U.S. stocks hit records and after-hours Taiwan index futures surge more than 1,000 points; institutions: Taiwan stocks aim to regain quarterly moving average
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
After-hours Taiwan index futures close at 44,539, up 1,195 points
Original台積電期貨夜盤收2378點上漲50點
Taiwan stocks to test recovery of the quarterly moving average at about 44,142 today
Dow Jones Industrial Average surges 907.47 points, or 1.71%, to close at 54,085.88
S&P 500 rises 136.02 points, or 1.79%, to close at 7,736.52
White House posts multiple messages using Japanese anime material without authorization
Published ・ Source Taiwan | 鉅亨網
The White House used Japanese anime on social media without authorization, prompting a protest from the Japanese government. The copyright infringement issue is developing into an international dispute.
〈Real estate〉 Taipei’s July property transfer registrations rise year over year and month over month, with buying interest surging in Neihu and Nangang
Published ・ Source Taiwan | 鉅亨網
Taipei’s housing market transaction volume rose year over year and month over month in July 2026. Buying interest surged in Neihu and Nangang as funds flowed in from the technology sector, with experts expecting a continued recovery in the second half of the year. The trend reflects funds shifting from stocks to real estate and changing policy expectations.
Who benefits from the return of AI investment? 9 soaring stocks in CPO, memory and thermal management named
Published ・ Source Taiwan | 鉅亨網
Foreign investors’ holdings of nearly 90,000 Taiwan index futures short positions have sparked market concerns, but most are actually hedges and arbitrage trades. Analysts say 9 stocks with AI growth potential in memory, thermal management and CPO are worth watching.
〈Taiwan stocks open〉Surge more than 1,400 points, break through 4萬4 and regain the quarterly moving average; 5-day rebound exceeds 13%
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks surged more than 1,400 points this morning, breaking through 4万4千 points and regaining the quarterly moving average. Buoyed by strong U.S. stock performance and falling oil prices, electronics stocks broadly advanced and market confidence recovered.
Lisa Su says AI cycle is just beginning; AMD reveals stronger-than-expected demand for Helios
Published ・ Source Taiwan | 鉅亨網
AMD posted record revenue of $11.5 billion in the second quarter, up 50% year over year. Its data center business grew 107% and accounted for 58% of total revenue. Demand for the Helios AI platform exceeded expectations, with large-scale deployments planned with OpenAI and Meta.
AI partners fall out! Apple asks court to order OpenAI to stop using and return trade secrets
Published ・ Source Taiwan | 鉅亨網
Apple has sought an injunction against OpenAI, alleging that a former employee improperly obtained trade secrets. Tensions are escalating between the companies as they shift from partners to competitors.
Copper prices top $14,000 as inventories surge ahead of U.S. tariff decision
Published ・ Source Taiwan | 鉅亨網
International copper prices reached a 2-month high of $14,000 as inventories surged ahead of a US tariff decision. The energy transition and AI demand are supporting prices, while signs of tightening supply are growing.
Sell euros, buy yen: U.S. Treasury chief says he will support Japan at any cost
Published ・ Source Taiwan | 鉅亨網
The US Treasury secretary said the United States would provide support “without hesitation” for the stability of the Japanese yen as long as it benefits the US economy. The United States intervened in the foreign exchange market alongside Japan, selling euros and buying yen.
Anthropic reignites AI funding frenzy; Blackstone considers raising $36 billion to help secure Google chips
Published ・ Source Taiwan | 鉅亨網
Blackstone is considering $36 billion in debt financing, while AI company Anthropic is procuring Google AI chips. The moves highlight important financing trends amid intensifying competition over AI infrastructure.
Companies mentioned:Blackstone、Anthropic、Google、Apollo Global Management、Broadcom、Morgan Stanley
Jensen Huang: The next AI wave is robotics; Nvidia open-sources latest autonomous driving model
Published ・ Source Taiwan | 鉅亨網
NVIDIA CEO Jensen Huang open-sourced “Alpamayo 2 Super,” a self-driving inference model with 32 billion parameters, on OpenMDW-1.1. He emphasized that robots are the next wave of AI and is advancing efforts to build a foundation for real-world AI.
Companies mentioned:Uber Technologies、Mercedes-Benz、Lucid、Jaguar Land Rover、BYD、Geely、Nissan、Isuzu
Active ETFs get a new addition! 00411A and 00987D both focus on technology and U.S. Treasuries, with a defensive-offensive allocation drawing market attention?
Published ・ Source Taiwan | 鉅亨網
Two new active ETFs, “00411A” and “00987D,” have entered Taiwan’s investment market. The former focuses on advanced technology, while the latter specializes in long-term US government bonds, drawing attention for their growth and defensive characteristics.
BofA highlights five positive factors for SK Hynix, sees potential for shares to double, and says its HBM leadership is secure
Published ・ Source Taiwan | 鉅亨網
A US bank gave SK hynix a “Buy” rating and set a target price of 3 million won. Expanding HBM demand and continued AI investment are the main drivers, with the bank indicating the potential for the stock to double.
0805 Taiwan Market Pre-Open|Record Revenue Drives Strategy Focus on【南亞科、晶豪科、倉和、南電】Memory and ABF Substrates Set to Surge! Weighted Index Holds 43,300 Amid Volatility, OTC Market Jumps 3.35%
Published ・ Source Taiwan | 鉅亨網
On August 4, Taiwan stocks tied to AI, memory and ABF carrier boards surged, while 南亜科 and 南電 rose on strong earnings. Investment trusts made aggressive purchases, signaling market resilience.
U.S. stocks surge, S&P 500 hits record 7700; five positive catalysts take effect
Published ・ Source Taiwan | 鉅亨網
US stocks rose sharply, with the S&P 500 surpassing 7700 points. The gains resulted from 五 major factors coming together, including corporate earnings, geopolitical easing and technical factors.
On August 5, 2026, SpaceX reported its first financial results since its IPO, with revenue up 92%, but its stock fell amid soaring AI investment. AMD and Palantir also reported strong results, drawing attention to the performance of AI-related companies.
Cloud orders surge 150% to $1.7 trillion; JPMorgan says AI investment is starting to pay off and tech stock valuations have created investment opportunities
Published ・ Source Taiwan | 鉅亨網
A JPMorgan report says AI-driven cloud orders rose 150% year on year to $1.7 trillion, indicating that investment is translating into revenue. Tech stock valuations are low, with significant upside potential, and market focus may shift from semiconductors to major technology platforms.
Companies mentioned:Amazon、Microsoft、Alphabet、Meta Platforms、Deutsche Bank
Revenue Flash - July Revenue for Major Taiwan Companies, Aug. 5, 2026 (2 Companies Added)
Published ・ Source Taiwan | 鉅亨網
On August 5, 2026, 2 Taiwanese listed companies reported July revenue. 南電 topped the group with year-on-year and month-on-month growth of 16.1%. The figures are drawing attention as an early indicator of economic trends.
Musk backs Nvidia! SpaceX AI data centers to use only Nvidia chips; shares extend gains after hours
Published ・ Source Taiwan | 鉅亨網
SpaceX CEO Elon Musk announced that all of the company’s AI data centers will use NVIDIA chips going forward. He praised NVIDIA’s technology as “the best AI computer,” and its stock rose after hours.
Palantir soars nearly 30%! U.S. commercial business surges as results “exceed expectations”
Published ・ Source Taiwan | 鉅亨網
Palantir shares rose nearly 30% after its financial results for the second quarter of fiscal 2026 beat market expectations. Revenue and profits exceeded forecasts, and its full-year outlook was raised. The company emphasized its competitive advantage in the AI market and the importance of sovereign AI.
According to 美銀 analysis, for the first time since ChatGPT’s launch, post-earnings share moves for 6 of the 七 tech giants exceeded options market expectations. 特スラ fell 15%, while マイクロソフト rose 16%, among other moves. Differences in AI investment and capital spending are influencing investor assessments.
00878 loses out! Which ETF performed best in August? “This fund leads with a 17.6% annualized yield,” delivering on both distributions and performance
Published ・ Source Taiwan | 風傳媒
In Taiwan’s ETF market in August, FT Taiwan Perpetual High Dividend (00961) ranked first with an annualized distribution yield of 17.6%. Amid market volatility, investors are increasingly prioritizing stable distributions and total returns.
Cracking the global drone “non-China supply chain”: Why Taiwan? Experts reveal the “3 major moats” that make Taiwanese manufacturers irreplaceable!
Published ・ Source Taiwan | 風傳媒
Taiwanese experts say cybersecurity, sovereign AI hardware and a mass-production supply chain form Taiwan’s 3 major moats in the non-China drone supply chain, making the island an indispensable partner for democracies.
International education organization QS released its 2027 “Best Student Cities” ranking, with Seoul in first place. Tokyo and London followed, as Asian cities dominated the top ranks, recognized for their educational resources and employment opportunities.
Land Bank wins the “2026 Insurance Faith, Hope and Love Award” for Best Insurance Professional and People’s Choice
Published ・ Source Taiwan | 風傳媒
土地銀行 won the “Best Insurance Professional Award” and “Popularity Award” at the 2026 Insurance Faith, Hope and Love Awards. It was recognized for its insurance expertise, talent development and contributions to microinsurance.
Could people traveling to mainland China from Sept. 15 be unable to return to Taiwan? Beijing’s latest entry and exit rules take effect; Chiu Chui-cheng says vague provisions are causing alarm
Published ・ Source Taiwan | 風傳媒
China’s State Council will implement new entry and exit regulations starting September 15. The rules could allow authorities to bar people deemed at risk of leaking technology from leaving the country, potentially affecting Taiwanese people as well. Concerns have been raised that vague definitions could cause confusion.
Far Eastern International Bank deepens 3W wealth management services, wins two Insurance Faith, Hope and Love Awards for 4 consecutive years
Published ・ Source Taiwan | 風傳媒
遠東商銀 won dual honors for the 4th consecutive year at the 28th Insurance Faith, Hope and Love Awards. It was recognized for its Wealth Management 2.0 initiative and social contributions, demonstrating the company’s strengths in expertise and sustainability.
Is the budget insufficient to make up pension payments for retired public servants and teachers? After checking the facts, he alleges “someone is lying”: Executive Yuan’s pursuit is chilling
Published ・ Source Taiwan | 風傳媒
Tensions have flared between Taiwan’s Executive Yuan and pension reform opponent 李來希 over pension reform. A dispute over supplementary payments and “budget overruns” has escalated, with accusations that “someone is lying.”
Did it affect the exercise? Koo Li-hsiung called to report on the first day of the Han Kuang Exercise; says Legislative Yuan oversight also helps build up the military and prepare for war
Published ・ Source Taiwan | 風傳媒
Taiwan’s armed forces launched the 10-day Han Kuang 42 live-fire exercise, and Defense Minister Koo Li-hsiung reported to the Legislative Yuan on its first day. He said legislative oversight helps build up the military and prepare for war, noting that Taiwan-U.S. military exchanges are growing closer. The armed forces will continue to improve their combat capabilities to counter the threat from the Chinese Communist Party.
People aged 45 and over can get money! Labor Ministry offers eligible applicants a NT$100,000 subsidy; workers, job seekers and retirees can all apply—eligibility revealed
Published ・ Source Taiwan | 風傳媒
The Ministry of Labor is offering vocational training subsidies of up to ¥100,000 to employed, job-seeking and retired people aged 45 and over. The program aims to promote lifelong learning and support re-employment, with a range of popular courses, including AI and hands-on skills.
Latest on the 2026 universal NT$10,000 payment! National support payment passes its first reading; see the schedule and locations for 8 Taiwan-wide payouts in August
Published ・ Source Taiwan | 風傳媒
A bill to provide a “National Support Payment” of ¥10,000 to everyone in 2026 passed its first reading, but implementation remains undecided. Several local governments are independently providing cash payments of up to ¥10,000, with 8 distributions underway by August.
Is it too early to call an AI bubble? Are Taiwan stocks steadier than U.S. stocks? Cheng Shih-chia says global computing capacity still needs to grow 24 times, and Taiwanese suppliers have “these years” of advantages!
Published ・ Source Taiwan | 風傳媒
AI industry expert 程世嘉 said concerns about an AI bubble are premature. He expects global demand for AI computing power to reach 24 times its current level and forecasts that Taiwan’s semiconductor supply chain will enjoy stable demand over the next 5 years. Meanwhile, fierce competition is expected among downstream AI companies.
Weather / Could the twin typhoons bring a day off? Latest track of White Dolphin revealed: weather changes across Taiwan from this day, with the worst wind and rain over these 2 days
Published ・ Source Taiwan | 風傳媒
Two typhoons have formed in the western North Pacific, and Typhoon White Dolphin’s path will affect Taiwan’s weather. The strongest winds and rain are expected on the 8th and 9th; whether a day off is declared will depend on where it turns north.
Chinese internet users satirized 華為 by linking the sound of an inexpensive bamboo toy called “竹蝉” to the exaggerated “哇哇” sounds at a 華為 launch event. 華為 made a large number of takedown requests, triggering a “Susan effect” that instead spread the topic further.
Interview》AI and advanced chips no longer interest China! White House reporter Zhang Jingyi: Will Trump get nothing from meeting Xi Jinping in September?
Published ・ Source Taiwan | 風傳媒
Chinese President Xi Jinping is scheduled to visit the United States in September and meet President Trump. 張経義, a former White House correspondent, said China’s growing economic and technological strength has reduced the United States’ negotiating leverage, making substantial results unlikely.
Historic News》Chou Ling-wen defeated Kuo Chih-hui and Lin Hua-wei in the race for baseball association chair; she was once the political successor to a Formosa Incident victim
Published ・ Source Taiwan | 風傳媒
周玲妏, who entered the race shortly before the election, was elected chair of the Chinese Taipei Baseball Association. She has strong political ties and a close relationship with the Democratic Progressive Party. Attention is focused on the possibility that political backgrounds influenced personnel decisions in the sports world.
Interview》White House correspondent Chang Ching-yi: “Even if the United States sends ground troops, it cannot defeat Iran; this war is now only about Trump’s refusal to accept defeat”
Published ・ Source Taiwan | 風傳媒
張経義, a Taiwan-born former White House correspondent, said that “even deploying ground troops would not make it possible to subdue Iran” in the US-Iran confrontation. He analyzed that the conflict has come down to former President Trump’s personal pride. His remarks have drawn international media attention.
The 3 offensive tiers combining attack and defense: 00877 is deeply tied to global tech giants, precisely capturing the AI infrastructure boom
Published ・ Source Taiwan | 風傳媒
復華投信’s 00877 ETF has concentrated its investments in optical communications and 5G-related stocks for the AI era, posting overwhelming performance. China’s “易中天” 3 companies dominate the global market.
Interview》Chang Ching-yi, a former White House correspondent, witnesses “war raging outside the window”: U.S.-Israel-Iran conflict composes a religious apocalyptic cacophony; beware, Trump is certain to lose the midterm elections
Published ・ Source Taiwan | 風傳媒
張經義, a former White House correspondent, covered the US-Israel-Iran clash in the Middle East and analyzed religious apocalyptic beliefs and the Trump administration’s strategy. He warned that the war could drag on.
Zhang Linghe and Zhang Ruoyun lose out! TOP 10 most handsome male stars in Republican-era Chinese dramas; the winner is at the pinnacle of good looks, with unmatched charisma
Published ・ Source Taiwan | 風傳媒
Summary not yet available
Facts
TOP 10 most handsome male characters in Republican-era Chinese dramas
Commentary: A doctor’s compassion should be equal—is Lai Ching-te saving lives while Chen Pei-chi is doing united-front work?
Published ・ Source Taiwan | 風傳媒
Chen Pei-chi, wife of Ko Wen-je, helped a child suffering from abdominal pain on a Chinese high-speed train, but the Green camp accused her of promoting united-front propaganda. The incident highlights Taiwan’s political double standards toward acts of medical kindness and has sparked a public outcry.
Corrected Annual Securities Report-17th Fiscal Period (2025/04/01-2026/03/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社イーディーピー filed a corrected annual securities report for its 17th fiscal period (April 1, 2025 to March 31, 2026). The correction concerns the disclosure of financial information.