900 received, 900 listed, 5 sources ・ Page 9 of 9
One place for news and notices from 2 countries/regions: Japan, 678 items from 1 source; Taiwan, 222 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Summary not yet available
Companies mentioned：豆瓣、《人鱼》、《楚乔传》、《如懿传》、《长歌行》、《琅琊榜之风起长林》、《五福临门》、《狼殿下》、《冰雨火》、《重启之极海听雷第一季》、《致1999年的自己》、《那些回不去的年少时光》
Creators sharing their lives alone on TikTok have sparked a new social phenomenon, raising questions about the difference between loneliness and independence. A video with 7 million views exemplifies a lifestyle focused on authenticity and is making waves in social media culture.
Companies mentioned：TikTok、Instagram
In its first quarterly results since going public, SpaceX posted revenue of $7.8 billion, up 92% year over year. Starlink has become its main revenue source, supporting AI and Starship development.
Companies mentioned：Nvidia、Anthropic、Google、Alphabet、Reflection AI、Tesla
Taiwan’s Financial Supervisory Commission approved the merger of 台新銀行 and 新光銀行. The combined bank will have assets of 4.7 trillion Taiwan dollars and 204 locations, making it the country’s 7th-largest bank.
Companies mentioned：台新金、新光金、台新銀行、新光銀行、元富證券
The Taiwanese film 《本日公休》 began streaming on Netflix on July 1, 2025. Its story, set in a barbershop that has been in business for 40 years and depicting family and community ties, has attracted attention.
Legislative Yuan member Wang Hung-wei pointed out that members of the New Tide faction can travel freely to mainland China while farmers’ association fruit sales are restricted, and criticized the double standard. The Mainland Affairs Council stressed that sales at the Cross-Strait Forum are prohibited.
The daughter of Taichung City Police Department Director Wu Ching-tian was found guilty as an accomplice for providing an account to a fraud ring. The case has raised questions about awareness efforts in the police force.
The number of roadside trash bins in Taipei has fallen from about 2000 sets to 806. Because residents were illegally dumping household waste, the Environmental Protection Department decided to keep bins only in shopping districts and tourist spots and gradually remove the rest.
The 1% Style newsletter explores partnerships between art and brands, musicians’ cross-cultural development, and differences in BTS concert ticket prices, revealing how cultural value interacts with market forces and offering insights for consumers and the industry.
Companies mentioned：Kavalan、新象
Taiwan stocks surged in morning trading, with heavyweight stocks such as 台积电 driving the benchmark index up by more than 1500 points. Several stocks hit the daily upper limit, showing strength in the semiconductor and electronics sectors.
Companies mentioned：台积电、联发科、华邦电、研华、丽台、台虹、台苯
DPP legislator Shen Boyang unveiled his main campaign message, “Your Mayor,” and an orange visual theme for the 2026 Taipei mayoral race, seeking to attract centrist voters. Chinese Culture University professor Niu Tse-hsun said the strategy had a rationale but suffered from shortcomings, including a lack of persuasive power.
Hsinchu City retested 4 rice vermicelli products from Ming Hao Enterprise, and formaldehyde was found in all of them. The company was fined NT$3.84 million under the Food Safety Act and must recall the products and stop selling them. The evidence has been referred to prosecutors and investigators.
Companies mentioned：明好企業有限公司
An investigation by BBC Russian revealed that the Russian military has been sending wounded former prisoners back to the front without proper medical evaluations. This is a systemic problem driven by a shortage of personnel and may constitute a human rights violation.
The 2026 臺北文創 Masters’ Salon, themed “From AI to I,” invited musician Koji Sakurai and designer Yen Po-chun to discuss how creators can define their value in the age of AI and maintain distinctive human-centered storytelling and aesthetics amid the wave of technology.
Companies mentioned：臺北文創
Wu Tzu-chia, chairman of 美丽岛电子报, accused former Hsinchu County Magistrate Cheng Yung-chin and his son of involvement in financial transactions worth tens of millions, presenting receipts and bank transfer records and demanding an explanation from Cheng Chao-fang. The incident comes ahead of the 2026 county magistrate election and is highly politically sensitive.
Companies mentioned：美丽岛电子报、圆方公司
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Facts
Companies mentioned：緯創醫學科技、福寶科技、正昌容、世大福智科技、瞬通科技、全能照護科技、立遠生醫、法蘭德醫材物業管理、康揚
泓德能源 announced that its board will meet on 8月12日 to discuss and submit the 115年 second-quarter financial report.
厚生 announced that its board of directors will meet on August 12 to discuss and submit the financial report for the second quarter of 115.
矽格, on behalf of its subsidiary, acquired approximately NT$5億元 worth of machinery and equipment from Singapore-based 新加坡商永科 to expand operating capacity.
Companies mentioned：矽格、矽格聯測、新加坡商永科
矽格, on behalf of its subsidiary, acquired approximately NT$6.887億元 worth of machinery and equipment from 愛德萬測試 to expand operating capacity.
Companies mentioned：矽格、矽格聯測、愛德萬測試
大毅 (2478) announced that it will hold a board meeting on Aug. 12 to review its consolidated financial report for the second quarter of fiscal year 115. The meeting is part of regular financial disclosure and provides important information for investors.
聯詠科技 will hold an investor conference on August 6, 115, to discuss its second-quarter financial report and third-quarter business outlook. This is a regular financial disclosure event and is crucial for investors.
平和環保-創 announced that it will hold a board meeting on Aug. 11, 2026, with approval of its consolidated financial report for the second quarter on the agenda. The meeting is intended to ensure transparency for investors and is part of its important investor relations activities.
州巧 announced that it will hold a board meeting on Aug. 12, 2026, to review its financial report for the first half of fiscal 115. This is part of its regular financial disclosures and aims to ensure transparency for investors.
海悅（2348）announced that its board of directors will meet on August 12, 115, to review the consolidated financial report for the second quarter. This is a routine financial disclosure required by regulations and reflects the company's transparency in corporate governance.
農林 (2913) plans to hold a board meeting on Aug. 12, 2026, to review its second-quarter financial report. This is part of its regular financial disclosures and is important information for investors.
偉訓 announced that its subsidiary 力韡 had filed for bankruptcy due to insolvency and would suspend operations for 1 year. It was determined that the business could not continue.
Companies mentioned：力韡股份有限公司
An independent director of 銘鈺 opposed a proposal to acquire shares in 銘異科技. The board and audit committee approved it, highlighting concerns about corporate governance.
Companies mentioned：銘異科技股份有限公司、鋒霈環境科技(股)公司
浪凡 is scheduled to hold a board meeting on August 12 to discuss its second-quarter financial report.
Companies mentioned：浪凡
偉訓's subsidiary 力韡 resolved to move its business address to Fuxing Road in Taoyuan District to save on rent.
Companies mentioned：偉訓、力韡股份有限公司
中石化（1314）announced that its board of directors will meet on August 12, 115, to review the second-quarter financial report as part of routine financial reporting. The move complies with Article 31 of the Taiwan Stock Exchange regulations and demonstrates transparency in corporate governance.
銘鈺 (4545) overhauled its finance, accounting, corporate governance and spokesperson positions effective Aug. 4, 2026. 彭敬堯 was appointed to the new post. The changes took effect immediately following a board decision.
Companies mentioned：明泰科技
皇普（2528）announced its financial report for the first half of 115, with cumulative earnings per share of 0.57 yuan.
Companies mentioned：皇普
中華紙漿（1905）announced that it will hold its 2026 Q2 investor conference on August 14 to discuss operating results.
Companies mentioned：中華紙漿
華紙 announced that its board of directors will meet on August 12 to submit the financial report for the second quarter of 115.
Companies mentioned：華紙
Original燿華電子公告新增對子公司上海展華電子(南通)的銀行融資背書保證，金額為927,172仟元，用於支持子公司營運週轉。
Companies mentioned：燿華、上海展華電子(南通)有限公司
精金（3049）announced that its board of directors will meet on August 12, 115, to submit the financial report for the second quarter of 115.
Companies mentioned：精金
偉訓（3032）will hold a board meeting on August 12 to review the consolidated financial report for the second quarter of 115.
Companies mentioned：偉訓
Taiwanese beverage maker 福壽 (1219) announced that it had been searched by prosecutors but that the operation would have no major impact on its business. The company's governance and transparency are drawing attention.
劍麟（2228）announced a new loan of NT$1.81億元 to its subsidiary Iron Force Poland Sp. z o.o. to support its operating needs.
Companies mentioned：劍麟、Iron Force Poland Sp. z o.o.
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劍麟 announced a loan to its wholly owned subsidiaries, bringing the total outstanding balance to NT$19.3億, or 37.16% of net worth. The move supports subsidiary operations and complies with Taiwan's securities regulations.
Companies mentioned：浙江劍麟金屬製品有限公司、Cortec Kunststoff Technik GmbH & Co. KG、劍麟股份有限公司、Iron Force Poland Sp. z o.o.
Original創控（6909）は、115年第2四半期の財務報告決議に向けた取締役会を8月12日に開催する。
Companies mentioned：創控
聯詠 announced approval of an investment of NT$5億元 in the private equity fund 台灣閎鼎亞洲參有限合夥 as part of its long-term asset allocation.
Companies mentioned：聯詠
劍麟 announced its financial report for the first half of 115, with net profit of NT$1.39億元 and basic earnings per share of NT$1.75.
Companies mentioned：劍麟
聯詠 approved an investment of US$1,000萬元 in the private equity fund Oceanus Growth Fund, L.P. as part of its long-term investment allocation.
Companies mentioned：聯詠
南緯 (1467) will hold a board meeting on Aug. 12, 115, to submit its consolidated financial report for the second quarter.
中租迪和 resolved to donate NT$3,560萬元 to 中租青年展望基金會 to fulfill its corporate social responsibility.
Companies mentioned：中租-KY、中租迪和、中租青年展望基金會
D-Link announced that it will hold a board meeting on Aug. 12, 115, to present its 115 Q2 financial report.
中租-KY subsidiary 合迪股份有限公司 donated NT$14.24 million to the 中租青年展望基金會. The move fulfills its corporate social responsibility and supports disadvantaged students in remote areas and public-interest causes.
Companies mentioned：中租-KY、合迪股份有限公司、中租青年展望基金會
Darfon released its 115 Q2 financial results, reporting consolidated revenue of NT$13.542 billion and EPS of NT$0.51, and also approved its sustainability report.
Shihlin Electric announced that it will hold a board meeting on Aug. 12, 115, to discuss its 115 Q2 consolidated financial report.
富爾特 expects to hold a board meeting on Aug. 12 to review its Q2 financial report.
Companies mentioned：富爾特
中租迪和 signed a NT$15 billion syndicated loan agreement arranged by five banks to bolster working capital.
Companies mentioned：中租-KY、中租迪和、永豐商業銀行、日商瑞穗銀行台北分行、中國信託商業銀行、新加坡商星展銀行台北分行、第一商業銀行
今皓 plans to hold a board meeting on Aug. 12, 2026, to review its consolidated financial report for the second quarter of 2026. This is part of its regular investor relations activities and aims to ensure transparency for investors.
Fubon Financial Holding subsidiary 台北富邦銀行 announced Aug. 11, 115, as the record date for its retained earnings capitalization, and will distribute NT$346 million in stock dividends. The move strengthens its capital structure and rewards shareholders, reflecting its sound financial position.
Companies mentioned：台北富邦銀行
佳凌（4976）announced that it will hold a board meeting on Aug. 12, 115, to discuss its 115 Q2 financial report.
台泥 announced that it will hold a board meeting on Aug. 12 to review its Q2 financial report.
Companies mentioned：台泥
Yulon Finance subsidiary 格上汽車租賃 is leasing office space from related party 裕隆汽車租賃 to meet its operating needs. The transaction is worth approximately NT$7.76 million.
Companies mentioned：格上汽車租賃、裕隆汽車製造
Original裕融子公司格上租車經董事會決議，解除林群盛總經理及鄭榮富副總經理之競業禁止限制。
Companies mentioned：裕融、格上汽車租賃
A resolution was passed to lift the non-compete restrictions on 5 directors of 裕融 subsidiary 格上汽車租賃. The board exercised the authority of the shareholders' meeting to allow them to hold concurrent positions in similar businesses in the industry.
Companies mentioned：格上汽車租賃、裕隆經管企業
裕融 subsidiary 格上汽車租賃 held an extraordinary shareholders' meeting and passed resolutions to lift restrictions on directors' competing activities and revise its rules on lending funds. A review of corporate governance was a key focus.
Companies mentioned：格上汽車租賃
台光電 (2383) was invited to participate in an online investor conference hosted by CLSA to discuss the company's latest operating conditions.
Companies mentioned：CLSA
China Motor (2204) passed a board resolution lifting the non-compete restrictions on 2 managerial officers. The move allows the individuals concerned to invest in or operate businesses in the same industry.
凌陽創新 released its financial report for Q2 of fiscal 115. Revenue for the first half totaled NT$1.167 billion, net income for the period was NT$352 million, and earnings per share were NT$5.86.
Companies mentioned：凌陽創新
中華 announced a change in its head of internal audit. Hou Fu-tang retired, and He Ting-chiao will succeed him, effective Oct. 20, 115.
Companies mentioned：中華
帆宣（6196）announced its consolidated financial results for the first half of 115, with cumulative revenue of NT$35.508 billion, net income attributable to the parent company of NT$2.913 billion, and EPS of NT$13.26.
Companies mentioned：帆宣
Elon Musk's net worth fell by $363 billion in July, marking the largest monthly loss on record. Declines in SpaceX and テスラ shares were the main cause, reducing his wealth from a peak of $1.33 trillion to $690 billion.
Companies mentioned：SpaceX、テスラ、アマゾン、Google
Health and Welfare Minister Shih Chung-liang explained the food safety incident involving Chung Lien Oil at the Legislative Yuan, stressing that degummed crude oil is a semi-finished product that does not legally need to be reported. The 20% removal threshold was based on expert consensus, not administrative intervention, and the incident exposed gaps in the Food Safety Act.
Companies mentioned：中聯油脂、台糖
Samsung and SK海力士 are considering adopting semiconductor equipment made by China's AMEC to address the risk of U.S. export controls. The move signals that Chinese-made equipment may be gaining international certification.
Companies mentioned：三星電子、SK海力士、中微半導體 (AMEC)、應用材料 (Applied Materials)、科林研發 (Lam Research)、長江存儲 (YMTC)、北方華創 (Naura)、拓荊科技 (Piotech)、ACM Research、TechInsights、德意志銀行
Lancôme's first flagship store in China, located at Beijing's WF Central, closed after operating for less than 6 years. The move reflects high-end beauty brands' shift in offline strategy toward smaller experiential stores with higher sales per square meter.
Companies mentioned：SALOMON、界面新聞
Reports that the United States is considering restricting imports of Chinese-made optical modules had a major impact on U.S. and Chinese optical communications stocks. Major financial institutions pointed to both short-term benefits and long-term supply constraints, while uncertainty remains over the policy's effectiveness.
Companies mentioned：Coherent、Lumentum、祥茂光電科技、康寧、中際旭創、劍橋科技、NVIDIA、Fabrinet、AXT
SK Hynix received Buy ratings from numerous Wall Street analysts, with its target price rising to $260. Its earnings potential is drawing attention amid growing AI demand, and the valuation gap with Micron is expected to narrow.
Companies mentioned：Micron、SanDisk、Samsung Electronics
Taiwanese optical communications stocks surged as the United States considers banning imports of Chinese-made optical transceivers. Non-Chinese suppliers are drawing attention as U.S.-China technology tensions have a fresh impact on markets.
Companies mentioned：AAOI、Lumentum、Coherent、前鼎、聯鈞、聯亞、波若威、華星光、眾達-KY、上詮、萊德光電-KY、東典光電、光聖、中際旭創
Attention in AI is shifting from building infrastructure to monetization. マイクロソフト has established a multilayered revenue model with Copilot and Foundry, while enterprise adoption is expanding.
Companies mentioned：マイクロソフト、AWS
Green trademark applications in Taiwan surpassed 126,000 over the past 10 years, with 統一 leading at 2,274, followed closely by 蘋果 and 任天堂. Applications in the climate change category rose 150% in 2 years, reflecting companies' accelerated push into sustainability and stronger ESG competitiveness.
Companies mentioned：統一、蘋果、任天堂、光陽工業
Taiwanese power equipment maker 華城 began trading ex-rights and ex-dividend, opening higher and filling the price gap on the same day. Growing AIDC demand is boosting its performance and demonstrating investor confidence.
Companies mentioned：士電、中興電、亞力
U.S. Treasury Secretary Bessent expressed confidence in Bank of Japan Governor Ueda and signaled a rate hike in September. He indicated a willingness to use U.S.-Japan currency intervention to correct the yen's weakness.
Companies mentioned：日本銀行、ニューヨーク連邦準備銀行
Patec resumed trading after its trading restrictions ended, jumping to limit-up at the open on strong semiconductor demand and record revenue. The company also announced plans to acquire a Taichung factory to expand production of high-power heat sinks.
Companies mentioned：大立光 (3008-TW)
Review of PharmaEssentia’s flagship drug Ropeg for treating essential thrombocythemia (ET) in the United States has a target completion date of Aug. 30, with approval imminent. The stock surged to limit-up. The company is also advancing drug approval applications in Japan, China and South Korea, and expanding into the Macau market.
Companies mentioned：加拿大衛生部、澳門藥物監督管理局
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Facts
Companies mentioned：主動統一台股增長、主動統一升級 50、元大高股息、元大台灣 50、國泰永續高股息、群益台灣精選高息、統一台股
Micron reached a 25% share of the DRAM market, closing in on SK Hynix, while China's CXMT surged to 7%. AI demand and competition over supply are intensifying.
Companies mentioned：SK海力士、三星電子、長鑫存儲、美光科技
Chinese private equity fund CPE源峰 acquired the parent company of Swiss outdoor brand Mammut. Rapid growth in the Chinese market was behind the deal, which signals that acquisitions of overseas brands by Chinese capital are accelerating.
Companies mentioned：CPE源峰、Jacobs Capital、Conzzeta、Telemos Capital、華西證券、ECO氪體育、亞瑪芬
摩根士丹利 and 摩根大通 forecast rising capital expenditures by major AI-related data center companies. They expect capital spending to reach $1.2 trillion in 2027 and $1.4 trillion in 2028. Companies building AI infrastructure and developing models are drawing investor interest.
Companies mentioned：摩根士丹利、摩根大通、微軟、亞馬遜、Google、OpenAI、Anthropic、Mistral AI、Moonshot AI
U.S. semiconductor stocks rose sharply on AI demand and new product announcements. Marvell and SK Hynix surged, and the S&P 500 hit a new record. The market is watching AMD's earnings.
Companies mentioned：Micron、SK Hynix、SanDisk、Marvell、AMD、Intel、Broadcom、NVIDIA、Cboe
Citadel Securities described the July sell-off in U.S. stocks as a "technical reset" and forecast that gains would continue from August onward. The growing maturity of retail investors and reduced leverage were seen as signs of a healthier market.
Companies mentioned：Situation Awareness、Business Insider
LED packaging maker Edison Opto reported July revenue of NT$270 million, its highest in nearly 8 years. Shares hit limit-up from the open, buoyed by a recovery in automotive and lighting demand and strong momentum in North America, signaling a rebound from an operating trough.
摩根士丹利 said open-weight models could increase demand for AI computing power rather than reduce it, through the "Jevons paradox." It analyzed enterprise adoption, economic effects and risks.
Companies mentioned：摩根士丹利、Meta、Google、麥肯錫、AI2、OpenAI、Anthropic
30 Taiwan stock ETFs will go ex-dividend in August, and 3 will deliver annualized yields above 18%. Semiconductor and high-dividend ETFs are drawing attention, heightening investor interest.
Companies mentioned：CMoney、中信投信、國泰投信、復華投信、群益投信、野村投信、摩根投信
Citadel Securities expressed an optimistic outlook for U.S. stocks. The unwinding of high leverage and improving corporate earnings have created an opportunity to reinvest.
Companies mentioned：Citadel Securities
Toyota's core automotive operating margin fell below 6%, reaching 5.99% and highlighting structural challenges. Net profit rose on currency and financial income, but weak sales in China and competition in electrification weighed on the company.
Explosive AI demand has made ABF substrates a key supply bottleneck. NVIDIA and AMD have signed procurement contracts through 2028 and are considering increasing production from 2029 onward. A joint investment model is being used to spread risk.
Companies mentioned：輝達、超微半導體、欣興、景碩、中金公司
Shares of industrial computer giant Advantech climbed to a record NT$633 ahead of its earnings call, on record second-quarter profit and expectations for strong edge AI demand. The market has high hopes for its long-term growth drivers.
Buoyed by strong U.S. stocks and growing AI demand, Japan's SoftBank and South Korea's SK Hynix and Samsung rose sharply. Asian semiconductor stocks are being revalued.
Companies mentioned：SoftBank Group、Tokyo Electron、Advantest、Kioxia、SK Hynix、Samsung Electronics、Seoul Semiconductor、ARM、Palantir Technologies
Following a U.S. Supreme Court ruling, the government is refunding about $100 billion in tariffs. The refunds, which are mainly going to large companies, have drawn criticism.
Companies mentioned：Sidley Austin、Capstone、Office of the U.S. Trade Representative
Blackstone led a $36 billion debt financing deal to raise funds for Anthropic to lease Google's AI chips. The "closed-loop funding" model, in which Google's investment returns as lease revenue, is expanding.
Companies mentioned：Anthropic、Blackstone、Google、Alphabet、Broadcom、Apollo Global Management、Morgan Stanley、Bitdeer Technologies、Volta Infra、SemiAnalysis、NVIDIA
BYD has launched its all-electric K-car, the Seagull, in Japan, quickly sparking a frenzy and a surge in orders. It poses a threat to domestic brands such as Suzuki and showcases the strength of China’s new-energy vehicles.
Companies mentioned：鈴木汽車
Meta hinted that it could offer WhatsApp through satellite networks, sending AST SpaceMobile shares up more than 10%. With a service launch in Japan also approaching, the practical use of satellite communications is accelerating.
Companies mentioned：Meta、SpaceX、Rocket Lab、楽天モバイル
The Trump administration is considering banning U.S. imports of Chinese-made optical transceiver modules. Coherent and Lumentum could benefit, while 中際旭創 could be hurt.
Companies mentioned：Lumentum、Coherent、祥茂光電科技、邁威爾科技、中際旭創、亞馬遜、華為
U.S. optical communications stocks rose across the board as the United States considers banning imports of Chinese-made optical receiving devices, with AAOI surging more than 19%. 中際旭創 could be significantly affected, and supply chains are being reshaped.
Companies mentioned：Applied Optoelectronics、Coherent、Lumentum、康寧、中際旭創、Amazon AWS