# AI News 180m Report｜2026-08-05 12:00–15:00 JST｜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.

## Huang Yangtiantian’s best Chinese dramas TOP9! The Long Ballad and Ruyi’s Royal Love in the Palace both lose; the champion’s 8.4 score remains hard to beat

- Published: 2026-08-05T11:46:41+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154134
- anchor: #n1820392
- 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》

## Do we really need to stay in touch all the time? TikTok influencer shares life living alone, striking a chord with people worldwide

- Published: 2026-08-05T11:40:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154115
- anchor: #n1820393
- Companies mentioned: TikTok、Instagram

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.

## First earnings report released: SpaceX revenue surges 92%; how “cash cow” Starlink is supporting Musk’s dream of Mars

- Published: 2026-08-05T11:39:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154131
- anchor: #n1820394
- Companies mentioned: Nvidia、Anthropic、Google、Alphabet、Reflection AI、Tesla

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.

## Taiwan’s 2 well-known financial holding companies set to merge! “204 branches, the second-largest network nationwide; assets could reach 4.7 trillion”; FSC gives approval

- Published: 2026-08-05T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154100
- anchor: #n1820395
- Companies mentioned: 台新金、新光金、台新銀行、新光銀行、元富證券

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.

## 「1神級國片」突上線Netflix！台灣40年理髮店剪出人生百態，一票網友淚推：後勁超強｜附線上看連結

- Published: 2026-08-05T11:29:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154129
- anchor: #n1820396

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.

## Selling fruit to mainland China is forbidden, but can New Tide faction figures visit? Wang Hong-wei presses senior DPP figures on why they can travel freely across the Strait; Chiu Chui-cheng’s response revealed

- Published: 2026-08-05T11:25:50+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154126
- anchor: #n1820397

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.

## Daughter of a well-known police couple becomes an accomplice in fraud case; Taichung Police Commissioner Wu Ching-tien says daughter has learned her lesson

- Published: 2026-08-05T11:21:45+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154119
- anchor: #n1820398

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.

## Why are there so few roadside trash bins in Taipei? Confirmed: number cut from “2000 sets to just 806”; environmental protection chief reveals why they were removed

- Published: 2026-08-05T11:20:13+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154122
- anchor: #n1820399

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.

## 1% Weekly Picks》Why do tickets for the same concert cost twice as much? The key to partnerships between art and brands isn’t co-branding, plus other perspectives on style

- Published: 2026-08-05T11:20:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/5538095
- anchor: #n1820400
- Companies mentioned: Kavalan、新象

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.

## Morning market update: Taiwan stocks surge more than 1500 points! TSMC rises NT$80, MediaTek jumps more than 6%, and Winbond hits limit-up

- Published: 2026-08-05T11:19:21+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154105
- anchor: #n1820401
- Companies mentioned: 台积电、联发科、华邦电、研华、丽台、台虹、台苯

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.

## Why did Shen Boyang choose orange to take on Chiang Wan-an? A campaign advertising professor reveals a fatal flaw in his main message; the color was also used by a predecessor who lost

- Published: 2026-08-05T11:17:54+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154118
- anchor: #n1820402

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.

## Check now! Formaldehyde found in well-known rice vermicelli; company fined NT$3.84 million

- Published: 2026-08-05T11:13:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154113
- anchor: #n1820403
- Companies mentioned: 明好企業有限公司

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.

## Through fire and under gunfire: How Russia forces wounded soldiers back to the front in Ukraine

- Published: 2026-08-05T11:08:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154114
- anchor: #n1820404

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.

## Koji Sakurai and Yen Po-chun decode narratives and aesthetics that cannot be sampled by algorithms across disciplines

- Published: 2026-08-05T11:02:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154111
- anchor: #n1820405
- Companies mentioned: 臺北文創

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.

## Wu Tzu-chia displays a receipt for tens of millions and bank transfer records, accusing Cheng Yung-chin and his son of exploiting their influence to “make money”

- Published: 2026-08-05T10:58:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154173
- anchor: #n1820964
- Companies mentioned: 美丽岛电子报、圆方公司

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.

## Nation’s first Long-Term Care 3.0 smart assistive technology exchange opens in Chiayi; 9 companies demonstrate equipment to ease caregiving burdens

- Published: 2026-08-05T10:56:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154170
- anchor: #n1820966
- 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

Facts:
- The event attracted more than 三百 long-term care and medical professionals

## 【泓德能源】announces that the board meeting to discuss the company’s 115年 second-quarter financial report is scheduled for 115年8月12日

- Published: 2026-08-04T17:46:37+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6873&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164637&spoke_date=20260804
- anchor: #n1821492

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】 Announces that the board of directors is scheduled to meet on 115年08月12日 to review the financial report for the second quarter of 115.

- Published: 2026-08-04T17:44:47+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2107&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164447&spoke_date=20260804
- anchor: #n1821491

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 矽格聯測, announces the acquisition of machinery and equipment totaling NT$伍億元.

- Published: 2026-08-04T17:44:27+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6257&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=164427&spoke_date=20260804
- anchor: #n1821488
- Companies mentioned: 矽格、矽格聯測、新加坡商永科

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.

## 【矽格】, on behalf of its subsidiary 矽格聯測, announces the acquisition of machinery and equipment totaling NT$伍億元.

- Published: 2026-08-04T17:43:42+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6257&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164342&spoke_date=20260804
- anchor: #n1821487
- Companies mentioned: 矽格、矽格聯測、愛德萬測試

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.

## 【大毅】 Announces that the board of directors is scheduled to meet on 115年08月12日 to review the company's consolidated financial report for the second quarter of fiscal year 115.

- Published: 2026-08-04T17:43:36+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2478&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164336&spoke_date=20260804
- anchor: #n1821486

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】 The company will hold an investor conference on 115/08/06.

- Published: 2026-08-04T17:43:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3034&year=115&month=8&b_date=1&e_date=31&seq_no=4&spoke_time=164311&spoke_date=20260804
- anchor: #n1821464

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】 Announces the date of the board meeting to review the company's consolidated financial report for the second quarter of 115.

- Published: 2026-08-04T17:40:35+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6771&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164035&spoke_date=20260804
- anchor: #n1821463

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】 Announces the date of the board meeting to review the company's financial report for the first half of 115.

- Published: 2026-08-04T17:40:23+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3543&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164023&spoke_date=20260804
- anchor: #n1821457

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】 Announces that the board of directors is scheduled to meet on August 12, 115, to review the company's consolidated financial report for the second quarter of 115.

- Published: 2026-08-04T17:40:17+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2348&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=164017&spoke_date=20260804
- anchor: #n1821456

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】 Announces that the board of directors is scheduled to meet on August 12, 115, to review the company's financial report for the second quarter of 115.

- Published: 2026-08-04T17:38:45+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2913&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163845&spoke_date=20260804
- anchor: #n1821408

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】 Announces that its subsidiary 力韡 will cease operations and petition the court for a bankruptcy declaration.

- Published: 2026-08-04T17:38:04+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3032&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=163804&spoke_date=20260804
- anchor: #n1821407
- Companies mentioned: 力韡股份有限公司

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.

## 【銘鈺】 The company's independent director expresses opposition to resolutions adopted by the audit committee and the board of directors.

- Published: 2026-08-04T17:36:08+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4545&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163608&spoke_date=20260804
- anchor: #n1821295
- Companies mentioned: 銘異科技股份有限公司、鋒霈環境科技(股)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.

## 【浪凡】 Announces that the board of directors is scheduled to meet on 115年08月12日 to review the company's financial report for the second quarter of 115.

- Published: 2026-08-04T17:35:53+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6165&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163553&spoke_date=20260804
- anchor: #n1821294
- Companies mentioned: 浪凡

浪凡 is scheduled to hold a board meeting on August 12 to discuss its second-quarter financial report.

## 【偉訓】 Announces a change of business address for its subsidiary 力韡.

- Published: 2026-08-04T17:35:34+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3032&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=163534&spoke_date=20260804
- anchor: #n1821293
- Companies mentioned: 偉訓、力韡股份有限公司

偉訓's subsidiary 力韡 resolved to move its business address to Fuxing Road in Taoyuan District to save on rent.

## 【中石化】 The company will hold a board meeting on August 12, 115, to review the financial report for the second quarter of 115.

- Published: 2026-08-04T17:35:02+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1314&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163502&spoke_date=20260804
- anchor: #n1821292

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】 Announces changes to the company's chief financial officer, chief accounting officer, corporate governance officer and spokesperson.

- Published: 2026-08-04T17:34:47+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4545&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=163447&spoke_date=20260804
- anchor: #n1821291
- Companies mentioned: 明泰科技

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.

## 【皇普】 Announces that the board of directors has approved the company's second-quarter standalone financial report for 115.

- Published: 2026-08-04T17:34:39+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2528&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163439&spoke_date=20260804
- anchor: #n1821162
- Companies mentioned: 皇普

皇普（2528）announced its financial report for the first half of 115, with cumulative earnings per share of 0.57 yuan.

## 【華紙】 中華紙漿 holds a 2Q26 investor conference.

- Published: 2026-08-04T17:34:16+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1905&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163416&spoke_date=20260804
- anchor: #n1821161
- Companies mentioned: 中華紙漿

中華紙漿（1905）announced that it will hold its 2026 Q2 investor conference on August 14 to discuss operating results.

## 【華紙】 Announces that the board of directors is scheduled to meet on August 12, 115, to review the company's financial report for the second quarter of 115.

- Published: 2026-08-04T17:33:32+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1905&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163332&spoke_date=20260804
- anchor: #n1821160
- Companies mentioned: 華紙

華紙 announced that its board of directors will meet on August 12 to submit the financial report for the second quarter of 115.

## 【燿華】 Announces that the balance of the company's endorsements and guarantees meets the requirements of Article 第二十五條第一項第四款 of the Regulations Governing Endorsements and Guarantees by Public Companies.

- Published: 2026-08-04T17:33:31+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2367&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=163331&spoke_date=20260804
- anchor: #n1821159
- Companies mentioned: 燿華、上海展華電子(南通)有限公司

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。

## 【精金】 Announces that the board meeting to consider the company's financial report for the second quarter of 115 is scheduled for 115年08月12日.

- Published: 2026-08-04T17:32:58+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3049&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163258&spoke_date=20260804
- anchor: #n1821158
- Companies mentioned: 精金

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.

## 【偉訓】 Announces the date of the board meeting to review the company's consolidated financial report for the second quarter of 115.

- Published: 2026-08-04T17:32:15+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3032&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163215&spoke_date=20260804
- anchor: #n1821148
- Companies mentioned: 偉訓

偉訓（3032）will hold a board meeting on August 12 to review the consolidated financial report for the second quarter of 115.

## 【福壽】 The company is cooperating with an investigation and search by law enforcement authorities.

- Published: 2026-08-04T17:31:52+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1219&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163152&spoke_date=20260804
- anchor: #n1821147

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】 This is being handled in accordance with Article 第二十二條第一項第三款 of the Regulations Governing the Loaning of Funds and Making of Endorsements and Guarantees by Public Companies.

- Published: 2026-08-04T17:31:08+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2228&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=163108&spoke_date=20260804
- anchor: #n1821146
- Companies mentioned: 劍麟、Iron Force Poland Sp. z o.o.

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.

## 【聯詠】 The company's board of directors has approved the consolidated financial report for the second quarter of ROC year 115.

- Published: 2026-08-04T17:30:51+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3034&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=163051&spoke_date=20260804
- anchor: #n1821145

The summary of this item is not shown

## 【劍麟】 This is being handled by the company and its subsidiaries in accordance with Article 第二十二條第一項第一款 of the Regulations Governing the Loaning of Funds and Making of Endorsements and Guarantees by Public Companies.

- Published: 2026-08-04T17:30:43+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2228&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163043&spoke_date=20260804
- anchor: #n1821144
- 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.

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.

## 【創控】 Announces that the board of directors is scheduled to meet on August 12, 115, to review the company's financial report for the second quarter of 115.

- Published: 2026-08-04T17:30:13+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6909&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=163013&spoke_date=20260804
- anchor: #n1821086
- Companies mentioned: 創控

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。

## 【聯詠】 Announces that the company's board of directors has approved an investment in the private equity fund 台灣閎鼎亞洲參有限合夥.

- Published: 2026-08-04T17:28:55+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3034&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=162855&spoke_date=20260804
- anchor: #n1821085
- Companies mentioned: 聯詠

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.

## 【劍麟】 Announces that the company's board of directors has approved the consolidated financial report for the second quarter of 115.

- Published: 2026-08-04T17:27:17+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2228&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=162717&spoke_date=20260804
- anchor: #n1821084
- Companies mentioned: 劍麟

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.

## 【聯詠】 Announces that the company's board of directors has approved an investment in the private equity fund Oceanus Growth Fund, L.P.

- Published: 2026-08-04T17:27:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3034&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=162711&spoke_date=20260804
- anchor: #n1821083
- Companies mentioned: 聯詠

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.

## 【南緯】 Announces that the board of directors is scheduled to meet on 115年08月12日 to review the company's consolidated financial report for the second quarter of ROC year 115.

- Published: 2026-08-04T17:25:49+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1467&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=162549&spoke_date=20260804
- anchor: #n1821082

南緯 (1467) will hold a board meeting on Aug. 12, 115, to submit its consolidated financial report for the second quarter.

## 【中租-KY】 Announces, on behalf of its subsidiary 中租迪和股份有限公司, that its board of directors has approved a donation to 中租青年展望基金會.

- Published: 2026-08-04T17:21:41+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5871&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=162141&spoke_date=20260804
- anchor: #n1820914
- Companies mentioned: 中租-KY、中租迪和、中租青年展望基金會

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.

## 【D-Link】announces that the board meeting to review the company's 115 Q2 financial report is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:20:32+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2332&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=162032&spoke_date=20260804
- anchor: #n1820913

D-Link announced that it will hold a board meeting on Aug. 12, 115, to present its 115 Q2 financial report.

## 【中租-KY】announces that subsidiary 合迪股份有限公司's board approved a donation to the 中租青年展望基金會

- Published: 2026-08-04T17:18:35+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5871&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=161835&spoke_date=20260804
- anchor: #n1820912
- Companies mentioned: 中租-KY、合迪股份有限公司、中租青年展望基金會

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.

## 【Darfon】announces major resolutions passed at today's board meeting

- Published: 2026-08-04T17:18:24+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=8163&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=161824&spoke_date=20260804
- anchor: #n1820911

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】announces that the board meeting to review the company's 115 Q2 consolidated financial report is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:18:11+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2605&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161811&spoke_date=20260804
- anchor: #n1820910

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】The board meeting to review its consolidated financial report for Q2 of 115 is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:18:05+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6136&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161805&spoke_date=20260804
- anchor: #n1820748
- Companies mentioned: 富爾特

富爾特 expects to hold a board meeting on Aug. 12 to review its Q2 financial report.

## 【中租-KY】announces that subsidiary 中租迪和 has signed a syndicated loan agreement, as approved by its board

- Published: 2026-08-04T17:17:21+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5871&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161721&spoke_date=20260804
- anchor: #n1820747
- 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

中租迪和 signed a NT$15 billion syndicated loan agreement arranged by five banks to bolster working capital.

## 【Giantplus】announces that the board meeting to review the company's 115 Q2 consolidated financial report is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:16:43+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3011&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161643&spoke_date=20260804
- anchor: #n1820746

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】Fubon Financial Holding announces the retained earnings capitalization record date for subsidiary 台北富邦銀行

- Published: 2026-08-04T17:15:41+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2881&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161541&spoke_date=20260804
- anchor: #n1820745
- Companies mentioned: 台北富邦銀行

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.

## 【Ability Opto-Electronics】announces that the board meeting to review its 115 Q2 financial report is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:13:30+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=4976&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161330&spoke_date=20260804
- anchor: #n1820744

佳凌（4976）announced that it will hold a board meeting on Aug. 12, 115, to discuss its 115 Q2 financial report.

## 【台泥】announces that the board meeting to review its consolidated financial report for Q2 of fiscal 115 is scheduled for Aug. 12, 115

- Published: 2026-08-04T17:13:23+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=1101&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161323&spoke_date=20260804
- anchor: #n1820646
- Companies mentioned: 台泥

台泥 announced that it will hold a board meeting on Aug. 12 to review its Q2 financial report.

## 【Yulon Finance】On behalf of major subsidiary 格上汽車租賃, announces the acquisition of right-of-use assets for real estate from 裕隆汽車製造

- Published: 2026-08-04T17:12:43+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=9941&year=115&month=8&b_date=1&e_date=31&seq_no=4&spoke_time=161243&spoke_date=20260804
- anchor: #n1820645
- Companies mentioned: 格上汽車租賃、裕隆汽車製造

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.

## 【裕融】代重要子公司格上汽車租賃(股)公司公告解除經理人競業禁止之限制

- Published: 2026-08-04T17:10:59+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=9941&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=161059&spoke_date=20260804
- anchor: #n1820644
- Companies mentioned: 裕融、格上汽車租賃

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。

## 【Yulon Finance】On behalf of major subsidiary 格上汽車租賃, announces the lifting of restrictions on directors' non-compete obligations

- Published: 2026-08-04T17:10:38+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=9941&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=161038&spoke_date=20260804
- anchor: #n1820643
- Companies mentioned: 格上汽車租賃、裕隆經管企業

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.

## 【Yulon Finance】On behalf of major subsidiary 格上汽車租賃, announces key resolutions passed by the board acting in place of an extraordinary shareholders' meeting

- Published: 2026-08-04T17:10:20+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=9941&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161020&spoke_date=20260804
- anchor: #n1820642
- Companies mentioned: 格上汽車租賃

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.

## 【台光電】The company was invited to participate in an online investor conference hosted by CLSA

- Published: 2026-08-04T17:10:05+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2383&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=161005&spoke_date=20260804
- anchor: #n1820532
- Companies mentioned: CLSA

台光電 (2383) was invited to participate in an online investor conference hosted by CLSA to discuss the company's latest operating conditions.

## 【China Motor】The board approved lifting restrictions on managerial officers' non-compete obligations

- Published: 2026-08-04T17:07:57+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2204&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=160757&spoke_date=20260804
- anchor: #n1820531

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】announces that the board approved the company's 115 Q2 standalone financial report

- Published: 2026-08-04T17:07:17+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=5236&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=160717&spoke_date=20260804
- anchor: #n1820530
- Companies mentioned: 凌陽創新

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.

## 【中華】announces a change in the company's head of internal audit

- Published: 2026-08-04T17:06:55+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2204&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=160655&spoke_date=20260804
- anchor: #n1820529
- Companies mentioned: 中華

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.

## 【帆宣】announces that the board approved the company's consolidated financial report for Q2 of 115

- Published: 2026-08-04T17:05:35+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=6196&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=160535&spoke_date=20260804
- anchor: #n1820528
- Companies mentioned: 帆宣

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.

## Musk faces a “black July”: fortune shrinks by US$363 billion in a single month, equivalent to losing 2 Jensen Huangs

- Published: 2026-08-05T13:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559451
- anchor: #n1821163
- Companies mentioned: SpaceX、テスラ、アマゾン、Google

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.

## Rejecting accusations of being a “gatekeeper,” Shih Chung-liang points to gaps in the food safety law: degummed crude oil is “not a statutory product” and does not need to be reported

- Published: 2026-08-05T13:35:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560207
- anchor: #n1821164
- Companies mentioned: 中聯油脂、台糖

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.

## U.S. export controls reportedly backfire, with Samsung and SK海力士 said to be testing AMEC equipment

- Published: 2026-08-05T13:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559630
- anchor: #n1821165
- 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

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.

## Open for less than 6 years! Lancôme closes its first flagship store in China

- Published: 2026-08-05T13:27:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560033
- anchor: #n1821166
- Companies mentioned: SALOMON、界面新聞

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.

## Rumors of a U.S. ban on optical transceiver modules roil China-U.S. photonics stocks! How do Morgan Stanley and Citi interpret the news?

- Published: 2026-08-05T13:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559991
- anchor: #n1821167
- Companies mentioned: Coherent、Lumentum、祥茂光電科技、康寧、中際旭創、劍橋科技、NVIDIA、Fabrinet、AXT

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.

## Wall Street analysts overwhelmingly rate SK Hynix a buy, with valuation poised to catch up with Micron

- Published: 2026-08-05T13:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559598
- anchor: #n1821168
- Companies mentioned: Micron、SanDisk、Samsung Electronics

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.

## 〈Stocks in focus〉U.S. may block Chinese optical transceivers; optical communications stocks surge across the board

- Published: 2026-08-05T13:07:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560181
- anchor: #n1821169
- 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

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.

## Where will the next wave of AI money go? Focus shifts to applications, with Microsoft poised to capture the monetization opportunity

- Published: 2026-08-05T13:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559768
- anchor: #n1820791
- Companies mentioned: マイクロソフト、AWS

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.

## Green trademarks surge past 126,000 in 10 years; 統一 leads with 2,274, followed closely by 蘋果 and 任天堂

- Published: 2026-08-05T12:58:26+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559165
- anchor: #n1820792
- Companies mentioned: 統一、蘋果、任天堂、光陽工業

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.

## 華城 shines after going ex-dividend, completing its price adjustment early with a 61% recovery

- Published: 2026-08-05T12:56:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560161
- anchor: #n1820793
- Companies mentioned: 士電、中興電、亞力

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.

## Publicly betting on a rate hike next month? U.S. Treasury secretary says he has confidence that BOJ Governor Kazuo Ueda will “make the best decision”

- Published: 2026-08-05T12:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559986
- anchor: #n1820794
- Companies mentioned: 日本銀行、ニューヨーク連邦準備銀行

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.

## Focus Stock: Patec exits trading restrictions to cheers, jumps to limit-up at the open on strong semiconductor application demand

- Published: 2026-08-05T12:48:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560141
- anchor: #n1820795
- Companies mentioned: 大立光 (3008-TW)

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.

## Focus Stock: PharmaEssentia expected to receive U.S. ET drug approval this month, sending shares to limit-up

- Published: 2026-08-05T12:45:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560125
- anchor: #n1820796
- Companies mentioned: 加拿大衛生部、澳門藥物監督管理局

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.

## Resilience put to the test for 6 ETFs with million-plus followers; 00981A and 00403A rank first and second in the rebound

- Published: 2026-08-05T12:43:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560132
- anchor: #n1820797
- 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

Facts:
- Taiwan stocks have rebounded 10.09% since their low on 7/29
- 主動統一台股增長 (00981A-TW) surged 15.64%
- 主動統一升級 50 (00403A-TW) also rebounded 12.77%
- The other ETFs—元大高股息 (0056-TW), 元大台灣 50 (0050-TW), 國泰永續高股息 (00878-TW) and 群益台灣精選高息 (00919-TW)—rose between 3% and 8%

## Micron challenges for global No. 2 spot! DRAM market share rises to 25%, while China’s CXMT accelerates expansion, raising concerns

- Published: 2026-08-05T12:40:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559568
- anchor: #n1820798
- Companies mentioned: SK海力士、三星電子、長鑫存儲、美光科技

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.

## Outdoor sports brand Mammut bought by Chinese capital

- Published: 2026-08-05T12:39:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559677
- anchor: #n1820799
- Companies mentioned: CPE源峰、Jacobs Capital、Conzzeta、Telemos Capital、華西證券、ECO氪體育、亞瑪芬

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.

## Morgan Stanley and JPMorgan joining forces to bet on gains? AI narrative begins to shift; could Taiwan stocks stage a V-shaped rebound? Which stocks are worth watching?

- Published: 2026-08-05T12:30:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560139
- anchor: #n1820800
- Companies mentioned: 摩根士丹利、摩根大通、微軟、亞馬遜、Google、OpenAI、Anthropic、Mistral AI、Moonshot AI

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.

## Semiconductor stocks stage a strong rebound! Marvell, SanDisk and SK hynix ADRs lead a furious rally

- Published: 2026-08-05T12:19:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558972
- anchor: #n1820801
- Companies mentioned: Micron、SK Hynix、SanDisk、Marvell、AMD、Intel、Broadcom、NVIDIA、Cboe

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.

## July’s U.S. stock plunge was not the end of the bull market! Citadel: Market completed a “technical reset”; 4 reasons gains could continue in August

- Published: 2026-08-05T12:18:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559661
- anchor: #n1820802
- Companies mentioned: Situation Awareness、Business Insider

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.

## Focus Stock: Edison Opto posts its best July results in nearly 8 years, locking in limit-up from the open

- Published: 2026-08-05T12:15:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560088
- anchor: #n1820803

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.

## Morgan Stanley: Open-weight models could lower AI costs; “Jevons paradox” may drive up computing demand

- Published: 2026-08-05T12:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559731
- anchor: #n1820804
- Companies mentioned: 摩根士丹利、Meta、Google、麥肯錫、AI2、OpenAI、Anthropic

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.

## 30 Taiwan stock ETFs go ex-dividend in August; these 3 have annualized yields above 18%

- Published: 2026-08-05T12:04:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560079
- anchor: #n1820805
- 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

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.

## Citadel Securities calls for buying U.S. stocks! As high leverage recedes, an opportunity to reposition emerges

- Published: 2026-08-05T12:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558969
- anchor: #n1820324
- Companies mentioned: Citadel Securities

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.

## Toyota posts strong results but warning signs emerge: automotive operating margin falls below 6%

- Published: 2026-08-05T12:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559649
- anchor: #n1820323

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.

## AI boosts ABF substrates! Giants including 輝達 and AMD snap up supply, locking in capacity through 2028 as some customers discuss expansion partnerships for 2029

- Published: 2026-08-05T12:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560052
- anchor: #n1820322
- Companies mentioned: 輝達、超微半導體、欣興、景碩、中金公司

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.

## Focus Stock: Advantech shares rally ahead of earnings call, hitting limit-up at a record high

- Published: 2026-08-05T11:59:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560087
- anchor: #n1820325

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.

## Japan and South Korea AI stocks rally with U.S. equities! SoftBank surges more than 10%; SK hynix and Samsung also rise

- Published: 2026-08-05T11:56:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560064
- anchor: #n1820326
- Companies mentioned: SoftBank Group、Tokyo Electron、Advantest、Kioxia、SK Hynix、Samsung Electronics、Seoul Semiconductor、ARM、Palantir Technologies

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.

## U.S. has refunded $100 billion in tariffs after Supreme Court ruling; refund progress stands at 60%

- Published: 2026-08-05T11:41:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560041
- anchor: #n1820327
- Companies mentioned: Sidley Austin、Capstone、Office of the U.S. Trade Representative

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.

## Blackstone plans to raise $36 billion to help Anthropic lease chips, further expanding the AI financing loop

- Published: 2026-08-05T11:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559760
- anchor: #n1820328
- Companies mentioned: Anthropic、Blackstone、Google、Alphabet、Broadcom、Apollo Global Management、Morgan Stanley、Bitdeer Technologies、Volta Infra、SemiAnalysis、NVIDIA

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.

## BYD’s Seagull enters Japan’s K-car market, stirring a frenzy; Suzuki calls it a “huge threat”

- Published: 2026-08-05T11:36:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559650
- anchor: #n1820329
- Companies mentioned: 鈴木汽車

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.

## Meta eyes satellite communications! Commercial space stocks take off, with AST up more than 10%

- Published: 2026-08-05T11:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559717
- anchor: #n1820330
- Companies mentioned: Meta、SpaceX、Rocket Lab、楽天モバイル

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.

## Trump plans to ban imports of Chinese optical transceiver modules! Lumentum and Coherent surge, while 中際旭創 could face headwinds

- Published: 2026-08-05T11:10:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559657
- anchor: #n1820331
- Companies mentioned: Lumentum、Coherent、祥茂光電科技、邁威爾科技、中際旭創、亞馬遜、華為

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.

## U.S. may shut out Chinese optical transceivers! Optical communications stocks rally across the board, with AAOI surging nearly 20%

- Published: 2026-08-05T11:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559571
- anchor: #n1820332
- Companies mentioned: Applied Optoelectronics、Coherent、Lumentum、康寧、中際旭創、Amazon AWS

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.