# AI News 180m Report｜2026-08-05 15:00–18:00 JST｜Page 10 of 10

One place for news and notices from 2 countries/regions: Taiwan, 588 items from 4 sources; Japan, 363 items from 2 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Show your ID card! Match “1 character” and get free seafood and beef; groups of 4 get 1 free all-you-can-eat meal. See restaurant deals across Taiwan at a glance.

- Published: 2026-08-05T15:50:43+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154228
- anchor: #n1821910
- Companies mentioned: 王品牛排、這一鍋皇室秘藏鍋物、TGI FRIDAYS、台北凱撒大飯店、陶板屋、夏慕尼新香榭鐵板燒、金子半之助、日本橋海鮮丼辻半、台北六福萬怡酒店、台北遠東香格里拉、胡同燒肉、胡同裏燒肉、金咕韓式原塊烤肉、鼎王麻辣鍋

Major Taiwanese restaurant chains are running unique promotions involving names and ID cards to coincide with summer vacation, Qixi Festival and Father's Day. The aim is to draw customers into their stores and boost sales.

## Mis-sorting trash can bring a fine of up to NT$100,000! A guide to 10 recycling rules people most often get wrong.

- Published: 2026-08-05T15:45:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154237
- Article page: https://ainews.idaeo.ai/a/3645506-en.html
- anchor: #n1821911

Under the Waste Disposal Act, amended in July 2026, the maximum fine for improper waste sorting was raised to 100,000 yen. Authorities are drawing particular attention to 10 items that are often sorted incorrectly, including paper cups, Styrofoam and broken glass.

## Typhoon Bailing moves west! Starlux Airlines announces changes to 6 flights to and from Okinawa tomorrow; all flights the day after tomorrow are canceled.

- Published: 2026-08-05T15:45:32+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154236
- anchor: #n1821912

As a typhoon approaches, STARLUX Airlines has changed its Okinawa flights for Aug. 6 and 7. On the 6th, 4 flights will depart earlier and 2 will be canceled; on the 7th, all flights will be suspended. The impact on passengers is a concern.

## China, with an unemployment rate of 30%, is supposed to help Taiwan, where the rate is 3%? Chiu Chui-cheng fires off pointed remarks at the Taiwan Affairs Office, blocks “Taiqing e-jia” to counter “unification before governance.”

- Published: 2026-08-05T15:44:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154235
- anchor: #n1821913

China’s Taiwan Affairs Office launched “Taiqing e-jia” to attract young Taiwanese to work and study on the mainland, but Taiwan’s Mainland Affairs Council chief Chiu Chui-cheng criticized the platform as illegal and absurd, noting that China’s youth unemployment rate is 20-30%, far higher than Taiwan’s 3%. He also announced that the platform would be blocked.

## 隔空交火黃偉哲！被反嗆「政治站隊發言」 高檢陳宏達再回應：台糖是法律問題

- Published: 2026-08-05T15:38:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154233
- Article page: https://ainews.idaeo.ai/a/3645384-en.html
- anchor: #n1821914
- Companies mentioned: 台糖、中聯油品

台南市長黃偉哲與高檢署檢察官陳宏達就台糖油品通報爭議公開交鋒，雙方對問題屬性（政治或法律）立場對立，凸顯食安監管制度爭議。

## Do you have to pay National Pension premiums even when unemployed? A guide to the consequences of missed payments, the deadline for catching up and the benefits you can receive.

- Published: 2026-08-05T15:38:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154234
- anchor: #n1821915
- Companies mentioned: 勞保局

Facts:
- The insurance premium rate is 10.5%.
- The total monthly insurance premium per person is NT$2,216.
- The monthly out-of-pocket payment for the general public is NT$1,329.
- The government pays NT$887 per month.
- When the general public receives a bill covering 2 full months, they usually have to pay NT$2,658.
- The applicable annual interest rate for 2026 is 1.725%.
- The most important deadline for catching up on National Pension payments is 10 years.
- A spouse may be fined between NT$3,000 and NT$15,000 only if they have no valid reason for nonpayment and remain delinquent.
- Formula A is “monthly insured salary × years of insurance coverage × 0.65%, plus NT$4,049.”
- Payments can be spread over a maximum of 40 installments, with 1 month per installment. Each installment should generally be at least NT$1,000.
- The funeral benefit is NT$105,515.

## This 1 shampoo at PX Mart is a powerhouse against oily hair! Experienced users say it leaves hair feeling fresh for a long time, with lifted roots that don’t fall flat: “I’ve used it and won’t switch to another brand.”

- Published: 2026-08-05T15:35:50+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154192
- anchor: #n1821916

A green-bottle shampoo sold at PX Mart has sparked social media buzz for its oil-control and refreshing effects, particularly among consumers with oily scalps. Several users say they have used it for a long time and do not want to switch, signaling its market potential.

## BBC analyzes 4 key points about the Han Kuang military exercises: first-ever blockade of the Danjiang Bridge and mobilization of civilian factories to produce weapons.

- Published: 2026-08-05T15:35:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154231
- Article page: https://ainews.idaeo.ai/a/3645401-en.html
- anchor: #n1821917

Taiwan's 2026 Han Kuang exercises will introduce new defense strategies, including blocking the Danjiang Bridge and testing weapons production at civilian factories. Cooperation with the United States is also being strengthened amid heightened tensions in the Taiwan Strait.

## This 1 hair dye cream from PX Mart is so good users won’t go back! Experienced users say it covers gray hair, lasts and applies easily, leaves hair soft, and has a mild scent: “I looked years younger after dyeing my hair.”

- Published: 2026-08-05T15:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153751
- anchor: #n1821918

A consumer shared on social media that their mother likes the “Hanfang Hair Dye No. 6” sold at PX Mart. Its natural color and pleasant user experience have sparked discussion, reflecting strong demand for well-regarded home-care products.

## What’s the most advantageous way to claim labor insurance and labor pension benefits? A look at estimates by years of service and salary.

- Published: 2026-08-05T15:22:59+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154223
- anchor: #n1821919

Facts:
- The statutory claiming age is 65.
- A reduced pension can be claimed as early as age 60.
- 每提前1年，年金會永久減少4%
- The maximum reduction is 20%.
- The highest tier of monthly insured salary under labor insurance remains NT$45,800.
- NT$3000
- 0.775%
- 1.55%
- The average monthly insured salary over the highest 60 months.
- At least 15 years of labor pension contributions.
- Employers must contribute at least 6% of wages each month.
- An interest rate of 1.1473%.
- The monthly insured salary ceiling for labor pension contributions can reach NT$150,000.

## ChizCheese pops up at SOGO Taipei Fuxing Hall! Its hit Setouchi Lemon Cake has sold over 1万 pieces and heads north! For the first 5 days, buy 1 box and get 1 whole box of lemon cakes free.

- Published: 2026-08-05T15:19:08+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154218
- Article page: https://ainews.idaeo.ai/a/3645413-en.html
- anchor: #n1821920
- Companies mentioned: 遠東SOGO、Big City 遠東巨城購物中心

ChizCheese is holding its first pop-up store at SOGO Taipei Fuxing Store. To mark sales of its summer hit, the Setouchi Lemon Cake, surpassing 10,000 units, it is launching 2 new products. Customers will receive a free gift during the first 5 days.

## Why is there a small cover on the rear bumper of a car? It’s not decorative—you’ll understand how important it is when your car breaks down.

- Published: 2026-08-05T15:15:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154219
- Article page: https://ainews.idaeo.ai/a/3645417-en.html
- anchor: #n1821921
- Companies mentioned: Ford、Kia、Tesla、Honda

The small cover on a car's rear bumper provides access for attaching a towing hook in the event of a breakdown. Using it incorrectly can damage the vehicle. It is an important safety feature, not merely decoration.

## Why do jeans have an extra small pocket on the right? It wasn’t originally for coins—it was designed for this item.

- Published: 2026-08-05T15:12:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154217
- anchor: #n1821922
- Companies mentioned: Levi’s、スミソニアン協会

The small pocket inside the right front pocket of jeans was originally designed to protect a pocket watch and is known as a “watch pocket.” It emerged from the practical needs of 19th-century workers, and the design has endured to this day.

## “四環八線” 便捷新北 串聯基北北桃千萬人口 新北捷運8年4線通車 日均運量飆升13倍 !

- Published: 2026-08-05T15:00:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154215
- anchor: #n1821923

New Taipei City opened 4 metro lines within 8 years, expanding its network to “four rings and eight lines,” while daily ridership grew 13 times. The development strengthens transport links across the Taipei-Keelung-New Taipei-Taoyuan region and boosts the city’s competitiveness.

## Taiwan stocks rebound sharply and “so many people sold at the bottom”—investors regret it! Expert reveals 3 reasons people couldn’t hold on: be grateful if you only suffered a minor loss.

- Published: 2026-08-05T15:00:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154212
- anchor: #n1821575
- Companies mentioned: 兆豐金

Taiwan stocks rebounded sharply on gains in U.S. stocks, ending at 44611 points. As many investors regret selling at low prices, financial writer Di Xiang explains 3 factors that prompt investors to sell and stresses the importance of preparing for the next crisis.

## A secure government job is no longer appealing! Why does no one want to be a teacher? Expert points to “3 major shortcomings” in pay adjustments for military personnel, public servants and teachers: they don’t attract young people.

- Published: 2026-08-05T15:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153494
- anchor: #n1821577

The Taiwan Education Industry Union says the salary adjustment system for military personnel, public servants and teachers has 3 shortcomings. Salaries have not kept pace with rising prices, and the departure of young teachers is becoming a serious problem.

## 重蹈華為覆轍？美國擬禁中國製資料中心組件，AI基礎設施又遭國安鎖喉

- Published: 2026-08-05T15:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154205
- anchor: #n1821576
- Companies mentioned: 中際旭創、華為、Counterpoint Research

アメリカ政府が中国製データセンター用光トランシーバーの輸入禁止を検討。AIインフラの安全保障リスクを理由としており、中際旭創などが影響を受ける。

## 三星OPPO輸了！平板電腦銷量冠軍是它，內行讚「順暢好操作、高CP值很耐用」：物超所值

- Published: 2026-08-05T14:47:38+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11153985
- anchor: #n1821578
- Companies mentioned: Apple、三星、OPPO、紅米、Lenovo

2026年8月の平板電腦市場でAppleのiPad A16とiPad Air 11 M3がトップ3にランクインし、三星のTab A11+も2位に躍進。ユーザーからは「順暢な操作性」と「高いコストパフォーマンス」が評価され、平板電腦市場の競争が激化していることが明らかになった。

## 台積電「一家獨大」將終結？專家曝三星2奈米良率飆升：華爾街開始出現1種聲音

- Published: 2026-08-05T14:32:17+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154203
- anchor: #n1821579
- Companies mentioned: 台積電、三星、英特爾、高通、超微、Google、基金事webzz

三星2奈米良率大幅提升至60%，產能利用率預計下半年達100%，引發華爾街對台積電高資本支出的質疑，可能動搖其市場主導地位。

## Can pensions for military personnel, public servants and teachers be returned to a defined-benefit system? A look at the differences between the old and new pension systems in 2023; one person laments that the sense of financial hardship is intense.

- Published: 2026-08-05T14:31:32+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154204
- anchor: #n1821580

Amid debate over reform of Taiwan's pensions for military personnel, public servants and teachers, Huang Yaonan is advocating a return to a defined-benefit system under the new retirement and compensation system. Legal guarantees for salaries and adjustments linked to inflation are key issues.

## Wu Nai-ren is supposedly “unable to care for himself” and exempt from detention, yet he made it to the gym in no time? Ko Wen-je mocks him: “How can I compare with Lai Ching-te’s godfather?”

- Published: 2026-08-05T14:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154201
- anchor: #n1821581
- Companies mentioned: 台糖

民進黨前秘書長吳乃仁因台糖弊案欠款1.7億，以帕金森病獲法院認定「無法自理」僅管收12天獲釋，卻被拍到上健身房，引發司法不公質疑，柯文哲嘲諷其為賴清德乾爹。

## Silicon Valley tycoon’s dream of founding an online country collapses: Malaysia orders operations shut, forcing ‘network state’ experiment to move to Kazakhstan at lightning speed

- Published: 2026-08-05T14:24:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154202
- anchor: #n1821582
- Companies mentioned: Coinbase、Andreessen Horowitz、OpenAI、Tesla、SpaceX

The “network school” launched in Malaysia by Silicon Valley entrepreneur Balaji Srinivasan received a government order to cease operations and will move to Kazakhstan. The development highlights the practical obstacles facing his “network state” vision and has drawn international attention.

## 全球資產恐藏泡沫！麥肯錫：近6成「紙面財富」來自估值膨脹

- Published: 2026-08-05T17:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560344
- anchor: #n1823651
- Companies mentioned: 麥肯錫

Facts:
- Global balance-sheet total climbs to US$1,800 trillion
- Household wealth also rises to US$570 trillion
- Annual growth rate reaches 7.3%
- Only about 20% of the increase comes from the accumulation of physical capital
- Nearly 60% of growth is actually an ‘valuation bubble’ built up as asset prices outpace inflation
- Government debt has also ballooned to more than 120% of GDP

## After DeepSeek V4-Flash launch, global AI’s ‘kill line’ and a new performance-cost landscape take shape

- Published: 2026-08-05T16:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560243
- anchor: #n1823652
- Companies mentioned: DeepSeek、Artificial Analysis、OpenAI、Anthropic、OpenRouter、小米、騰訊、智譜、國新證券、OpenCode、阿里巴巴、MiniMax

Facts:
- V4-Flash scores 50 on the capability index
- V4-Flash costs US$0.14 per million input tokens
- V4-Flash’s average cost is only about 3 cents
- OpenAI GPT-5.6 Sol’s US$1.86
- Anthropic Claude Fable 5’s US$3.15
- GPT-5.6 Luna urgently announced an 80% price cut at the end of July
- V4-Flash’s cost per task is still about 60% lower than Luna’s after the price cut
- Its platform’s subscriber numbers and usage both grew by 30%
- Inference costs cut by as much as 60% to 85%
- Per-step accuracy from 90%

## Chinese optical transceivers may face a US ban; these Taiwanese optical communications makers could benefit from redirected orders

- Published: 2026-08-05T16:39:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560305
- anchor: #n1823653
- Companies mentioned: Coherent、Lumentum、光聖、波若威、上詮、衆達-KY、前鼎、聯亞、環宇-KY、IET-KY、全新、穩懋、富采、華星光、聯鈞、智邦、中際旭創

The United States is considering a ban on imports of Chinese-made optical transceiver modules, putting Taiwanese optical communications manufacturers in the spotlight as alternative suppliers. The move comes amid efforts to strengthen the security of AI infrastructure.

## 〈Property〉Credit controls hit buying sentiment hard; unsold presale homes in New Taipei top 18,000, with Tamsui leading

- Published: 2026-08-05T16:33:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560329
- anchor: #n1823654
- Companies mentioned: 永慶房屋、艾司摩爾、ASML

Taiwan’s central bank’s seventh round of credit controls slowed presale home sales in New Taipei City, pushing unsold inventory above 18,000 units. Tamsui District is under the greatest pressure, reflecting a shift in market demand toward owner-occupiers.

## Samsung and SK海力士 CEOs accused of breach of trust; police open investigation into performance bonus dispute

- Published: 2026-08-05T16:30:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560343
- anchor: #n1823655
- Companies mentioned: 三星電子、SK海力士

A South Korean shareholder group has accused the management of 三星電子 and SK海力士 of breach of trust. Police have launched an investigation into alleged problems with the process for determining performance-based bonuses.

## 華城 Chairman Hsu Pang-fu makes 2026 list of Taiwan’s top 100 business leaders, surging on 2 key factors

- Published: 2026-08-05T16:22:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560339
- anchor: #n1823656
- Companies mentioned: 華城、印度、德國、美國

Facts:
- Ranking jumps sharply from 40th to 23rd
- 市值增加2700多億元
- 華城’s TSR under Hsu Pang-fu reaches 891%
- A stock dividend of NT$1 per share
- A NT$1 stock dividend means growing 10% every year

## US-Iran talks last all day! Trump hints Strait of Hormuz will reopen or Iran will face a ‘heavy blow’

- Published: 2026-08-05T16:19:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560309
- anchor: #n1823657
- Companies mentioned: 福斯新聞、Axios、卡達王室辦公室、伊朗外交部、葉門青年運動、國際海事組織、以色列

Facts:
- The five-month war in Iran
- 64 maritime incidents have occurred in the Strait of Hormuz
- At least 17 crew members have died
- The nationwide death toll has surpassed 3,400
- 18 US service members have been killed so far

## Data centers in space! SpaceX and Nvidia team up to build computing capacity: developing Starmind AI1 satellite carrying Rubin GPU + Vera CPU

- Published: 2026-08-05T16:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560117
- anchor: #n1823659
- Companies mentioned: SpaceX、NVIDIA、Cursor、Anthropic

Facts:
- 營收 78.14 億美元
- Up 92% year over year
- 市場預期 69 億美元
- 營業虧損 1.43 億美元
- 去年同期 9.7 億美元
- 淨虧損 5.41 億美元
- 單季 184 億美元
- 預期 132 億
- 158.3 億砸向 AI 算力
- 全年資本支出料突破 450 億美元
- ARR(年化經常性收入) 衝 1000 億美元
- 交易估值約 600 億美元
- 7 月前幾週已簽 67 億美元為期半年雲端服務合約
- Actual revenue in 2030

## Japanese wages rise for 6th straight month, tight labor market bolsters expectations for BOJ rate hikes

- Published: 2026-08-05T16:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560276
- anchor: #n1823658
- Companies mentioned: 日本銀行、日本最大工會聯合會 (Rengo)、經團連 (Keidanren)、大和證券 (Daiwa Securities)

Facts:
- Japan’s nominal wages rose 3.4% year over year in June
- Real wages grew 1.6% after adjustment for inflation
- Secured pay increases of more than 5%
- The average pay increase reached 5.4%
- More than 70% of companies said

## Morgan Stanley lays out 3 scenarios for open- vs. closed-source winners; beneficiary stocks emerge, with 輝達 the ‘winner that takes all’

- Published: 2026-08-05T16:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559648
- anchor: #n1823660
- Companies mentioned: 摩根士丹利、谷歌、Amazon、Meta、Palo Alto Networks、CrowdStrike、Zscaler、Netskope、Okta、Arista Networks、Lumentum、Coherent、Bloom Energy、INNIO、Solaris Energy Infrastructure、Williams、Liberty Energy、輝達、博通、微軟、Datadog、Palantir、Appian、Fortinet、SAP、ServiceNow、Cisco、F5、MiniMax、阿里巴巴、騰訊、Dell、Hewlett Packard Enterprise、NetApp、Everpure、蘋果、TD SYNNEX、Ingram Micro、CDW

Facts:
- 谷歌’s return on investment for operating model APIs on its own infrastructure is about 45%
- If it fails to lead at the frontier, it would operate more as an infrastructure provider, implying an investment return of about 30%
- 63% of companies have incorporated open-source models into their AI technology stacks

## Taiwan stock market trading volume returns; foreign investors scoop up NT$90.4 billion, with 3 major institutional investors net buying NT$100.406 billion

- Published: 2026-08-05T16:02:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560336
- anchor: #n1821829

On the 5th, Taiwan stocks rose more than 1250 points, led by electronics stocks and ABF carrier boards. The three major institutional investors, including foreign investors, were substantial net buyers, restoring market confidence.

## 新唐’s BMC business growth accelerates, with a more pronounced increase expected next year

- Published: 2026-08-05T15:44:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560303
- anchor: #n1821830
- Companies mentioned: 高通、Google

新唐科技 said at an investor conference that its BMC business grew significantly this year, driven by CSPs expanding AI investment, and that growth in 2027 is expected to outpace 2026. Growth is driven by rising market share among CSP customers and broader product coverage. The company is also actively developing PQC and smart glasses.

## Reuters: US military has ‘almost run out’ of precision missiles, potentially weakening deterrence against China and Russia

- Published: 2026-08-05T15:43:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560222
- anchor: #n1821831
- Companies mentioned: ロッキード・マーティン、レイセオン・テクノロジーズ

The U.S. military has nearly exhausted its stock of precision long-range missiles in 5 months of fighting with Iran, raising concerns that its deterrence against China and Russia could weaken. Production is accelerating, but shortages could affect military strategy.

## Trump tells AI companies he plans to exempt open-weight models from safety testing to counter competition from China

- Published: 2026-08-05T15:41:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560260
- anchor: #n1821832
- Companies mentioned: OpenAI、Google、Anthropic、Meta、NVIDIA、Moonshot AI、DeepSeek

The Trump administration announced that it would exempt open-weight AI models developed by companies competing with China from voluntary safety testing, aiming to counter China's AI competition. Major companies including Meta and NVIDIA are involved, raising questions about balancing technological innovation and security.

## 卓越 posts first-half EPS of NT$2.48 and partners with Lens AI to establish AI division and improve operating efficiency

- Published: 2026-08-05T15:16:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560290
- anchor: #n1821833
- Companies mentioned: Lens AI

卓越 reported first-half EPS of NT$2.48, up 9.2% year over year, and partnered with AI company Lens AI to establish an AI division and boost operating efficiency. The move signals deeper digital transformation and investment in education technology, with implications for investors and the education sector.

## Gold and silver both surge on news of Strait of Hormuz reopening

- Published: 2026-08-05T15:03:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560288
- anchor: #n1821501

Gold and silver prices rose sharply following reports that the Strait of Hormuz had reopened. Lower geopolitical risks eased inflation concerns, bringing precious metals back into investors' focus.

## Reaching $125 billion within 五 years! 高盛 raises its revenue forecast for Chinese AI models: cost-effectiveness is only the starting point as agents and coding reshape the token economy.

- Published: 2026-08-05T15:00:15+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560080
- anchor: #n1821502
- Companies mentioned: 高盛、傑富瑞、智譜、MiniMax、阿里、字節跳動、DeepSeek、OpenCode、Hermes

高盛 raised its forecast for China's large-model ARR in 2030 to $125 billion. The main factors are increased token consumption for agent and coding applications and cost advantages.

## OpenAI is betting on hardware! It has teamed up with Jony Ive, the father of iPhone design. Can it replicate Apple’s iPhone success story?

- Published: 2026-08-05T15:00:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559658
- anchor: #n1821503
- Companies mentioned: OpenAI、Apple、Google、Meta、Anthropic、Humane、Rabbit

OpenAI has partnered with former Apple chief designer Jony Ive to develop AI hardware. However, a lawsuit from Apple and market skepticism remain challenges.

## Microchip teams up with 美光 to advance PCIe Gen 6 storage architecture.

- Published: 2026-08-05T14:53:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560279
- anchor: #n1821504
- Companies mentioned: 美光、Micron

Microchip and 美光 jointly unveiled an end-to-end storage architecture for PCIe Gen 6. It delivers high speeds and low latency for AI and HPC and is drawing attention as a foundational technology for next-generation data centers.

## 加碼「專屬勞工」ETF有保障！8/1新規雇主不得拒絕員工自提 1年可調整2次

- Published: 2026-08-05T14:53:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560124
- anchor: #n1821505

Under new rules taking effect on Aug. 1, the Ministry of Labor will require workers to make voluntary contributions to their retirement benefits. Adjustments 2 times a year, tax savings and guaranteed returns are intended to help workers build assets. The rules affect both workers and employers.

## 〈台股盤後〉台積電收2405元 大漲1250點一舉收復月、季線及4萬4大關

- Published: 2026-08-05T14:52:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560270
- anchor: #n1821506
- Companies mentioned: 台積電、聯發科、鴻海、台達電、日月光投控、景碩、欣興、南電、力積電、華邦電、南亞科、穩懋、波若威、IET-KY、聯鈞、聯亞、研華、研揚、樺漢

On the 5th, Taiwan stocks, led by electronics stocks, ABF carrier boards and optical communications, closed at 44611.60, up 1250.94 points. 台積電 rose to NT$2,405, and the broader market was strong.

## Fed Chair Warsh’s refusal to discuss the interest-rate outlook sparks controversy; Bessent backs him, saying markets should do their own homework.

- Published: 2026-08-05T14:40:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559629
- anchor: #n1821507
- Companies mentioned: BMO Capital Markets、アメリカ銀行、Apollo グローバルマネジメント

Fed Chair Warsh has given no indication of his outlook for interest rate hikes, adding to market uncertainty. Treasury Secretary Bessent has voiced support, but questions remain about the credibility of the policy.

## India’s central bank holds rates steady, seeking resilience amid inflationary pressure and geopolitical uncertainty.

- Published: 2026-08-05T14:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560255
- anchor: #n1821508
- Companies mentioned: HSBC

On the 5th, the Reserve Bank of India (RBI) held its benchmark interest rate at 5.25%, marking its 5th consecutive rate freeze. Despite inflation exceeding expectations, it maintained a neutral stance in consideration of growth risks.

## “The Big Short” investor Burry remains bearish: U.S. stocks near a major peak, raising fears of a repeat of the 1987 crash.

- Published: 2026-08-05T14:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559592
- anchor: #n1821509
- Companies mentioned: iShares、Micron、Nvidia、Caterpillar、Palantir、Tesla、Applied Materials

Investor Michael Burry, known for the film The Big Short, has warned of the risk of a crash like the one in 1987 despite the S&P 500 index hitting a new high. He continues to short stocks, particularly semiconductor and AI-related shares.

## Real estate: Luxury home transactions slump despite a red-hot Taiwan stock market; prices per ping at waterfront mansion development Karuizawa fall.

- Published: 2026-08-05T14:17:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560246
- anchor: #n1821510
- Companies mentioned: 台灣房屋集團

A luxury home in Taipei's Dazhi waterfront development Karuizawa recorded a price of NT$1.528 million per ping, its lowest ever. Prices are also trending downward at Diamond Power Taipei Star, as price adjustments spread across the luxury housing market.

## The AI memory rally has yet to peak! Goldman Sachs backs Samsung and SK海力士, outlining “8 key points.”

- Published: 2026-08-05T14:11:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560099
- anchor: #n1821511
- Companies mentioned: 三星電子、SK海力士、美光科技、SanDisk、長鑫科技

Goldman Sachs said demand for AI memory remains strong and HBM prices are poised to rise. It said Samsung and SK海力士 have solid fundamentals and that their share-price correction has gone too far, maintaining its “Buy” rating.

## AI短劇有多火？1分鐘123萬元！中國虛擬演員商單報價超過真人網紅

- Published: 2026-08-05T14:11:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559712
- anchor: #n1821512
- Companies mentioned: CIC灼識、星図、抖音、微博、科創板日報

Fang Taozi, the lead character in China's AI short drama The Girl Who Was Fired, gained 412,000 followers in 2 months despite being a fictional AI character. Her advertising rates are higher than those of human influencers, and she has also signed an advertising deal with a colored contact lens brand.

## Amended Annual Securities Report—91st Fiscal Year (2025/01/01–2025/12/31)

- Published: 2026-08-05T16:00:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E8%A8%82%E6%AD%A3%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC91%E6%9C%9F(2025%2F01%2F01%EF%BC%8D2025%2F12%2F31)-2026-08-05%2016%3A00
- anchor: #n1821823

Yamaha Motor filed an amended annual securities report for its 91st fiscal year (2025). The corrections were made to ensure the accuracy of financial information and are important to investors and market participants.

## Amended Annual Securities Report—90th Fiscal Year (2024/01/01–2024/12/31)

- Published: 2026-08-05T15:47:00+09:00
- Source: Japan | EDINET 金融庁開示
- Original: https://api.edinet-fsa.go.jp/article/%E8%A8%82%E6%AD%A3%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC90%E6%9C%9F(2024%2F01%2F01%EF%BC%8D2024%2F12%2F31)-2026-08-05%2015%3A47
- anchor: #n1821815
- Companies mentioned: ヤマハ発動機

ヤマハ発動機 announced amendments to its annual securities report for the 90th fiscal year.