AI News 180m Report｜2026-08-05 09:00–12:00 JST｜Page 10 of 11https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.htmlOne place for news and notices from 2 countries/regions: Japan, 854 items from 2 sources; Taiwan, 148 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.en [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 shareshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819237https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819237Tue, 04 Aug 2026 16:01:44 +0900Taiwan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 Companieshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819236https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819236Tue, 04 Aug 2026 16:00:21 +0900Taiwan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. [宏達電] The board approved the company's 115 second-quarter consolidated financial reporthttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819230https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819230Tue, 04 Aug 2026 16:00:21 +0900Taiwan臺灣證券交易所 [東森] Announces that the board meeting to review the company's 115 second-quarter financial report is scheduled for August 12, 115https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819229https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819229Tue, 04 Aug 2026 15:58:35 +0900Taiwan臺灣證券交易所東森 (2614) announced that a board meeting will be held on August 12, 115, to review its 115 second-quarter financial report. [燿華] The board meeting to review the 115 second-quarter financial report is scheduled for 115年08月12日https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819228https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819228Tue, 04 Aug 2026 15:57:48 +0900Taiwan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 activitieshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819226https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819226Tue, 04 Aug 2026 15:57:29 +0900Taiwan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. [山林水] The board meeting to review the 一一五 second-quarter consolidated financial report is scheduled for 115/08/12https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819225https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819225Tue, 04 Aug 2026 15:56:35 +0900Taiwan臺灣證券交易所山林水 will hold a board meeting on August 12 to review its second-quarter consolidated financial report. [敦陽科] Invited to attend an online investor conference hosted by 凱基證券 on 115年08月05日14點00分https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819135https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819135Tue, 04 Aug 2026 15:55:34 +0900Taiwan臺灣證券交易所敦陽科 was invited to attend an online investor conference hosted by 凱基證券 to announce its second-quarter operating results. [和益] Announces that the board meeting to review the company's 115 second-quarter consolidated financial report is scheduled for August 12, 115https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819134https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819134Tue, 04 Aug 2026 15:55:25 +0900Taiwan臺灣證券交易所和益 announced that a board meeting will be held on August 12, 115, to discuss its 115 second-quarter consolidated financial report. [振大環球] The board resolved to acquire unsecured, cumulative, subordinated corporate bonds issued by a life insurance companyhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819133https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819133Tue, 04 Aug 2026 15:54:59 +0900Taiwan臺灣證券交易所振大環球 resolved to invest in corporate bonds issued by a life insurance company, with the total amount not to exceed 3億元, for long-term investment. [匯僑設計] Announces the date of the board meeting to review the company's 115 second-quarter financial reporthttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819131https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819131Tue, 04 Aug 2026 15:53:27 +0900Taiwan臺灣證券交易所匯僑設計 (6754) plans to hold a board meeting on August 12, 115, and submit its 115 second-quarter consolidated financial report. [興富發] Announces that the board meeting to review the company's 115 second-quarter financial report is scheduled for 115年08月12日https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819130https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819130Tue, 04 Aug 2026 15:53:18 +0900Taiwan臺灣證券交易所興富發 (2542) announced that a board meeting will be held on 115年08月12日 to submit its 115 second-quarter financial report. [振大環球] The board resolved to acquire perpetual, non-cumulative, subordinated financial bonds issued by a bankhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819067https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819067Tue, 04 Aug 2026 15:52:58 +0900Taiwan臺灣證券交易所振大環球 resolved to increase its investment in bank subordinated bonds, raising the total investment limit to 7億元. [益航] Announces that the board meeting to review the company's 115 second-quarter financial report is scheduled for August 12, 115https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819066https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819066Tue, 04 Aug 2026 15:52:51 +0900Taiwan臺灣證券交易所益航 announced that a board meeting will be held on August 12 to discuss its second-quarter financial report. 【瑞鼎】公告本公司對單⼀企業背書保證情形達「公開發⾏公司資⾦貸與及背書保證處理準則」第⼆⼗五條第⼀項第四款標準https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819065https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819065Tue, 04 Aug 2026 15:52:33 +0900Taiwan臺灣證券交易所瑞鼎 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. 【Samsung】Donation to the Tainan City Samsung Social Welfare and Charity Foundation.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818997https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818997Tue, 04 Aug 2026 15:52:05 +0900Taiwan臺灣證券交易所Samsung donated NT$5 million to 三星社福基金會 to promote local charity and public welfare. 【建新國際】公告本公司背書保證達處理準則第25條第1項第3.4款之規定https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818996https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818996Tue, 04 Aug 2026 15:51:26 +0900Taiwan臺灣證券交易所Jian Xin International announced an endorsement guarantee for financing by a new subsidiary, bringing the cumulative ratio to more than 135% of net worth. Daughter became a fraud ring’s money mule; Xinyi Precinct chief: She has learned her lesson.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820313https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820313Wed, 05 Aug 2026 11:45:21 +0900Taiwan中央社 CNA Chiang Chi-chen launches “Taichung flavor” campaign website, hopes to showcase standout policies.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820314https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820314Wed, 05 Aug 2026 11:42:19 +0900Taiwan中央社 CNA Heat wave continues in South Korea; high-level heat alerts issued across more than 40% of Seoul.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820209https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820209Wed, 05 Aug 2026 11:39:17 +0900Taiwan中央社 CNA 費柴德大聯盟待3天遭DFA 莊陳仲敖續留3Ahttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820210https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820210Wed, 05 Aug 2026 11:39:15 +0900Taiwan中央社 CNA 中聯 oil products case: prosecutors conduct another search; 4 defendants each ordered to post an additional NT$3 million in bail.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820211https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820211Wed, 05 Aug 2026 11:38:12 +0900Taiwan中央社 CNA Trump’s California golf course security possibly surveilled; police arrest 38-year-old man and find hollow-point bullets.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820212https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820212Wed, 05 Aug 2026 11:35:10 +0900Taiwan中央社 CNA 中聯 case’s 20% threshold: Shih Chung-liang says it reflects expert consensus; crude oil exempt from reporting.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820203https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820203Wed, 05 Aug 2026 11:26:08 +0900Taiwan中央社 CNA AI race burns through cash; uncommenced leases at 5 tech giants soar past NT$35 trillion.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820100https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820100Wed, 05 Aug 2026 11:23:06 +0900Taiwan中央社 CNA Freedom and homesickness intertwined: Vietnamese-descended fishermen of Tonle Sap drift rootlessly for a century.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820101https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820101Wed, 05 Aug 2026 11:21:04 +0900Taiwan中央社 CNA 米雷伊再辱罵魯拉 巴西降阿根廷外交關係至代辦層級https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820102https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820102Wed, 05 Aug 2026 11:19:01 +0900Taiwan中央社 CNA 中研院會晤德國在台協會 深化台德科研合作https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820092https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820092Wed, 05 Aug 2026 11:15:59 +0900Taiwan中央社 CNA Tea-making is more than a technique: Taiwan tea arts expert brings tea art to India.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820093https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820093Wed, 05 Aug 2026 11:15:57 +0900Taiwan中央社 CNA Hot spring and scenic-view suites sold at auction; Hualien branch of the Administrative Enforcement Agency brings in more than NT$17.25 million.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820094https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1820094Wed, 05 Aug 2026 11:12:55 +0900Taiwan中央社 CNA行政執行署花蓮分署聯合拍賣會圓滿落幕，成交金額逾1725萬元，標的物涵蓋溫泉套房、景觀套房及原住民保留地，成效顯著。 U.S. campaign against Iran consumes large quantities of long-range precision missiles, raising readiness concerns.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819857https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819857Wed, 05 Aug 2026 10:55:52 +0900Taiwan中央社 CNA 防外國干預 加拿大外國代理人登記制生效https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819858https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819858Wed, 05 Aug 2026 10:51:50 +0900Taiwan中央社 CNA Wellington Koo: PLA combat readiness patrols will not affect Han Kuang; plans are in place to ensure drills are not interrupted.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819756https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819756Wed, 05 Aug 2026 10:47:48 +0900Taiwan中央社 CNA 中共出入境新規 陸委會：增加赴陸風險https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819750https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819750Wed, 05 Aug 2026 10:42:46 +0900Taiwan中央社 CNA Hualien’s Fuli Township Happy Bus expands capacity, extending services to carry residents in remote areas.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819649https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819649Wed, 05 Aug 2026 10:34:44 +0900Taiwan中央社 CNA Misread court ruling amplified online, triggering a wave of tens of thousands of illegal crossings into Ceuta.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819643https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819643Wed, 05 Aug 2026 10:27:41 +0900Taiwan中央社 CNA Trump administration tells AI firms that open-weight AI models may be exempt from safety testing.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819540https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819540Wed, 05 Aug 2026 10:23:39 +0900Taiwan中央社 CNA 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.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819542https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819542Wed, 05 Aug 2026 10:22:54 +0900Taiwan中央社 CNA Real social media posts move markets; Trump’s paid service sparks debate.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819541https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819541Wed, 05 Aug 2026 10:20:37 +0900Taiwan中央社 CNA Taiwanese stocks opened up 449.17 points.https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819429https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819429Wed, 05 Aug 2026 10:04:32 +0900Taiwan中央社 CNA Lednice Chateau 萊德尼采城堡, a crown jewel blending English gardens, is a World Heritage Sitehttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819428https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819428Wed, 05 Aug 2026 10:04:03 +0900Taiwan中央社 CNA The Taiwan dollar opened up 2.7 cents at NT$32.42https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819426https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819426Wed, 05 Aug 2026 10:03:30 +0900Taiwan中央社 CNA Former Slovak foreign minister: Raising defense spending is a responsible way to protect sovereigntyhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819427https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819427Wed, 05 Aug 2026 09:57:28 +0900Taiwan中央社 CNA U.S. revokes visa for Brazil’s ambassador to the U.S., further heightening diplomatic friction between the 2 countrieshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819284https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819284Wed, 05 Aug 2026 09:49:24 +0900Taiwan中央社 CNA 阿根廷總統米雷伊再批巴西魯拉 南美外交緊張升溫https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819251https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819251Wed, 05 Aug 2026 09:39:21 +0900Taiwan中央社 CNA Wu Der-rong: Whale becomes a short-lived typhoon; white dolphin circulation to affect Taiwan this weekendhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819244https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819244Wed, 05 Aug 2026 09:29:19 +0900Taiwan中央社 CNA U.S. reportedly to set price floor and impose tariffs on polysilicon, targeting China’s supply chainhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819245https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819245Wed, 05 Aug 2026 09:28:17 +0900Taiwan中央社 CNA 威加 suspected of importing Chinese camellia seeds and passing them off as locally produced for oil; 2 people detained and barred from seeing visitorshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819242https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819242Wed, 05 Aug 2026 09:26:15 +0900Taiwan中央社 CNA Taiwanese arts group performs in Vienna, showcasing the distinctive appeal of Chinese music in a cross-genre blend with Western musichttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819231https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819231Wed, 05 Aug 2026 09:22:13 +0900Taiwan中央社 CNA Retests find formaldehyde in 4 Nonggeng-brand rice vermicelli products in Hsinchu City; NT$3.84 million fine imposedhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819232https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819232Wed, 05 Aug 2026 09:21:11 +0900Taiwan中央社 CNA 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 averagehttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819227https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819227Wed, 05 Aug 2026 09:16:08 +0900Taiwan中央社 CNA Falling birthrate and inflationary pressures: Czech Republic raises child-rearing allowance to NT$620,000https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819129https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819129Wed, 05 Aug 2026 09:01:06 +0900Taiwan中央社 CNA Wrist injury not healed; Alcaraz withdraws from Cincinnati Mastershttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818994https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818994Wed, 05 Aug 2026 08:50:04 +0900Taiwan中央社 CNA Israel and Lebanon begin 7th round of talks; Lebanon pushes for gradual Israeli troop withdrawal from the southhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818995https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818995Wed, 05 Aug 2026 08:49:01 +0900Taiwan中央社 CNA White House posts multiple messages using Japanese anime material without authorizationhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819864https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819864Wed, 05 Aug 2026 11:01:16 +0900Taiwan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. Samsung makes a move at FMS: unveils new 3D memory roadmap, claims zHBM performance of 八 times HBM5, and vies to lead in AIhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819865https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819865Wed, 05 Aug 2026 11:00:04 +0900Taiwan鉅亨網Samsung Electronics unveiled next-generation memory technologies, including zHBM and zNAND-O, at FMS. It aims to regain leadership in the AI era. 〈Real estate〉 Taipei’s July property transfer registrations rise year over year and month over month, with buying interest surging in Neihu and Nanganghttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819866https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819866Wed, 05 Aug 2026 10:58:44 +0900Taiwan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 namedhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819867https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819867Wed, 05 Aug 2026 10:55:51 +0900Taiwan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%https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819868https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819868Wed, 05 Aug 2026 10:54:19 +0900Taiwan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 Helioshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819869https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819869Wed, 05 Aug 2026 10:41:18 +0900Taiwan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 secretshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819870https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819870Wed, 05 Aug 2026 10:40:03 +0900Taiwan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 decisionhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819871https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819871Wed, 05 Aug 2026 10:30:04 +0900Taiwan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 costhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819872https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819872Wed, 05 Aug 2026 10:28:53 +0900Taiwan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. “Fruit chain” inventory buildup season begins; contract manufacturers such as Foxconn 鴻海 are busy hiringhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819873https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819873Wed, 05 Aug 2026 10:19:32 +0900Taiwan鉅亨網8月に入り、アップル新製品に牽引される「果実チェーン」の生産ピークシーズンが本格化。鴻海など主要ODM企業が大規模な採用を推進している。 Anthropic reignites AI funding frenzy; Blackstone considers raising $36 billion to help secure Google chipshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819874https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819874Wed, 05 Aug 2026 10:16:01 +0900Taiwan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. Jensen Huang: The next AI wave is robotics; Nvidia open-sources latest autonomous driving modelhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819290https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819290Wed, 05 Aug 2026 10:00:07 +0900Taiwan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. 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?https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819291https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819291Wed, 05 Aug 2026 09:52:12 +0900Taiwan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 securehttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819292https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819292Wed, 05 Aug 2026 09:40:03 +0900Taiwan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%https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819293https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819293Wed, 05 Aug 2026 09:30:14 +0900Taiwan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. Revenue Flash - 南亞科 (2408) July revenue reaches NT$43.87 million, up 49.27% year on yearhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819294https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819294Wed, 05 Aug 2026 09:20:28 +0900Taiwan鉅亨網 U.S. stocks surge, S&P 500 hits record 7700; five positive catalysts take effecthttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819295https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819295Wed, 05 Aug 2026 09:20:03 +0900Taiwan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. Key U.S. Stock News Summary, Aug. 5, 2026https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819296https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819296Wed, 05 Aug 2026 09:05:27 +0900Taiwan鉅亨網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 opportunitieshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818998https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818998Wed, 05 Aug 2026 09:00:06 +0900Taiwan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. Revenue Flash - July Revenue for Major Taiwan Companies, Aug. 5, 2026 (2 Companies Added)https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818999https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1818999Wed, 05 Aug 2026 08:55:08 +0900Taiwan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 hourshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819000https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819000Wed, 05 Aug 2026 08:40:02 +0900Taiwan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”https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819001https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819001Wed, 05 Aug 2026 08:20:03 +0900Taiwan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. 美銀：六巨頭財報後股價波動全超預期 ChatGPT問世以來首見https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819002https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819002Wed, 05 Aug 2026 08:10:02 +0900Taiwan鉅亨網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 performancehttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819925https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819925Wed, 05 Aug 2026 11:00:00 +0900Taiwan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!https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819924https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819924Wed, 05 Aug 2026 11:00:00 +0900Taiwan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. 日本、英國輸了！2027全球最佳留學城市TOP 10冠軍是「它」：研究資源豐富、就業競爭力強https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819926https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819926Wed, 05 Aug 2026 10:56:29 +0900Taiwan風傳媒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 Choicehttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819927https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819927Wed, 05 Aug 2026 10:52:04 +0900Taiwan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 alarmhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819928https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819928Wed, 05 Aug 2026 10:48:43 +0900Taiwan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 yearshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819929https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819929Wed, 05 Aug 2026 10:46:35 +0900Taiwan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 chillinghttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819930https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819930Wed, 05 Aug 2026 10:40:38 +0900Taiwan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 warhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819931https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819931Wed, 05 Aug 2026 10:39:31 +0900Taiwan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 revealedhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819932https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819932Wed, 05 Aug 2026 10:30:00 +0900Taiwan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 Augusthttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819933https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819933Wed, 05 Aug 2026 10:25:00 +0900Taiwan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!https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819934https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819934Wed, 05 Aug 2026 10:10:00 +0900Taiwan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 dayshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819935https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819935Wed, 05 Aug 2026 10:07:36 +0900Taiwan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. 苦茶油案》北檢漏夜複訊！今凌晨聲押威加採購陳鐘秀慧、仲介陳沅農2人https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819936https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819936Wed, 05 Aug 2026 10:03:44 +0900Taiwan風傳媒台湾の検察が有毒苦茶油事件で威加国際の調達担当と仲介者を勾留請求。中国産原料を台湾産と偽装し、発がん物質も検出され、消費者信頼が損なわれた。 北京觀察》一隻竹蟬竟讓AI巨頭「玩不起」？華為封殺「哇哇聲」撞上史翠珊效應，企業陷入迷因公關危機https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819350https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819350Wed, 05 Aug 2026 10:00:00 +0900Taiwan風傳媒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?https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819351https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819351Wed, 05 Aug 2026 09:50:00 +0900Taiwan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 victimhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819352https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819352Wed, 05 Aug 2026 09:40:01 +0900Taiwan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”https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819353https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819353Wed, 05 Aug 2026 09:40:00 +0900Taiwan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 boomhttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819355https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819355Wed, 05 Aug 2026 09:30:00 +0900Taiwan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 electionshttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819354https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819354Wed, 05 Aug 2026 09:30:00 +0900Taiwan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 charismahttps://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819069https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819069Wed, 05 Aug 2026 09:00:00 +0900Taiwan風傳媒 Commentary: A doctor’s compassion should be equal—is Lai Ching-te saving lives while Chen Pei-chi is doing united-front work?https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819070https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819070Wed, 05 Aug 2026 08:10:00 +0900Taiwan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)https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819243https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819243Wed, 05 Aug 2026 09:30:00 +0900JapanEDINET 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. Securities Report (Beneficiary Certificates of Domestic Investment Trusts)－44th Fiscal Period (2025/11/06－2026/05/07)https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819136https://ainews.idaeo.ai/180m/20260805-09/index-en-p10.html#n1819136Wed, 05 Aug 2026 09:10:00 +0900JapanEDINET 金融庁開示アセットマネジメントOne published a securities report for the 44th fiscal period covering beneficiary certificates of domestic investment trusts.