365 received, 365 listed, 5 sources ・ Page 4 of 4
One place for news and notices from 2 countries/regions: Taiwan, 249 items from 4 sources; Japan, 116 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
新日興’s board resolved to lift the non-compete restriction on Vice President 翁世錦, allowing him to serve as an independent director of 旺玖科技. The change will have no negative impact on the company’s finances or operations.
Companies mentioned：新日興、旺玖科技
六福 will hold a board meeting on Aug. 12, 115, to review its second-quarter consolidated financial report.
AES-KY subsidiary Trend Power resolved to distribute a cash dividend of US$32.9 million.
Companies mentioned：Trend Power Technology (Samoa) Co.,Ltd.
強盛新 announced that it will hold a board meeting on Aug. 12, 115, to discuss its 115 second-quarter financial report.
Original新日興(3376)通過115年第2季財報，上半年淨利91,640仟元，EPS 0.47元。
科風 (3043) announced that it will hold a board meeting on Aug. 12, 115, to review its 115 second-quarter financial report.
卓越 (2496) announced the board’s resolution on its ex-dividend and ex-rights matters, with a cash dividend of NT$1.5 per share and a stock dividend of NT$0.5 per share. The ex-dividend and ex-rights trading date is Aug. 19, and the record date is Aug. 25.
豐祥-KY announced the cancellation of its Vietnam subsidiary’s investment plan for land and a factory in the 巴天二 Industrial Zone. The original amount was US$23 million.
Companies mentioned：Eurocharm Electronic (Vietnam) Co., Ltd.、Polaris Vietnam Co., Ltd.
卓越 announced the board’s resolution on dividends for the first half of 115, with a cash dividend of NT$1.5 per share and a total amount of approximately NT$28.65 million.
Original卓越（2496）公告115年第2季合併財務報告，上半年累計獲利47,365仟元，每股盈餘2.48元。
光聖 (6442) announced that it will hold a board meeting on Aug. 12, 115, to present its 115 second-quarter consolidated financial report.
永信藥品工業 announced that it will donate NT$11.36 million to an affiliated foundation in 2027 as part of its corporate social responsibility efforts.
Companies mentioned：永信藥品工業股份有限公司、永信社會福利基金會、永信李天德醫藥基金會
永信 announced on behalf of subsidiary 永信藥品工業 that the board approved a resolution on donations to related parties for 116.
Companies mentioned：永信藥品工業股份有限公司
特力 announced that it will hold a board meeting on Aug. 12, 115, to present its 115 second-quarter consolidated financial report.
誠研科技 has resolved to hold an extraordinary shareholders' meeting on 115年10月2日 to discuss revising its operating procedures for lending funds to others.
Companies mentioned：誠研
鴻海 announced that its subsidiary 富士康工業互聯網股份有限公司 had not implemented a share buyback as of the end of July 2026.
Companies mentioned：鴻海、富士康工業互聯網股份有限公司
南寶 announced that its board will meet on Aug. 12 to discuss its financial report for the second quarter of 2026.
Companies mentioned：南寶
寒舍 (2739) announced that its board will meet on 115年8月12日 to discuss its financial report for the second quarter of 115.
亞弘電 (6201) reported its financial results for the first half of 115, with cumulative revenue of about NT$1.508 billion, net profit attributable to the parent company of about NT$135 million, and EPS of NT$1.52.
和泰車 (2207) announced that its board will meet on 115年8月12日 to review its financial report for the second quarter of 115.
欣巴巴 (9906) announced that its board will meet on 115年8月13日 to review its consolidated financial report for the second quarter of 115.
恩德 (1528) announced that its board will meet on 115/08/11 to review the financial report for the second quarter of 115.
Companies mentioned：恩德
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Facts
Companies mentioned：同欣電、北美大型雲端服務供應商 (CSP)、日本供應商、美國客戶、日本客戶、中國大陸客戶
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藍天's Q2 net profit rose 467% quarter over quarter, with EPS reaching NT$3.44, a record high. Steady core operations and contributions from non-operating income were the main drivers, while notebook shipments and channel business both grew.
Companies mentioned：百腦匯、群光廣場
英業達's revenue in July 2026 reached NT$90.190 billion, up 65.73% year over year but down 11.8% from June. Cumulative revenue for the first seven months rose 40.78% year over year. The results reflect strong demand for its server and notebook businesses and are an important indicator for investors.
尖点科技 Chairman 林序庭 was named to 《哈佛商业评论》 Taiwan's Top 100 Business Leaders for the first time, recognizing his long-standing leadership in the PCB precision drill-bit field and outstanding business performance.
KPMG released its 2026 survey of ESG risks in the financial industry. BNP Paribas and 星展銀行 are using ESG in credit decisions, while AI-based risk management is gaining traction. ESG in finance is evolving from compliance to strategic integration.
Companies mentioned：フランス・パリ銀行、星展銀行
長榮航空 announced that it will launch direct flights from Taoyuan to Delhi, India, starting December 1, 2026, with bookings open from today. This is Taiwan's only direct flight to India, strengthening business and tourism links between Taiwan and India.
Companies mentioned：鴻海、聯發科、台達電、緯創、印度航空
NVIDIA unveiled GPU-direct storage technology at FMS. Open-sourcing cuFile and introducing a SCADA framework are set to dramatically improve AI processing efficiency.
Companies mentioned：DDN、KIOXIA、Micron、Google、Intel、Meta
Advantech said third-quarter revenue will increase year on year to a record high. The share of revenue from AI-related products is rising, and the company is accelerating its expansion from edge AI to physical AI.
Summary not yet available
Facts
Companies mentioned：豐田集團 (Toyota)、福斯集團 (Volkswagen)、現代起亞、Stellantis、雷諾日產、比亞迪、吉利集團、通用 (GM)、奇瑞集團、福特(Ford)、特斯拉 (TSTA-US)
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Companies mentioned：元大、凱基、鴻海、緯創、光寶科、長榮航、群創、旺宏、友達、聯電、寶成、主動復華未來、臺企銀、彰銀、力積電、第一金、華邦電、華南金、南亞科、兆豐金、金像電、致茂、中信金、統一實、富邦金、中華
輝達 announced that CPO technology has entered mass production, driving sharp gains in Taiwan-listed AI-related stocks. 聯亞 and 大立光 were among the market's highlights, underscoring continued momentum in demand for AI infrastructure.
Companies mentioned：輝達、台積電、聯發科、鴻海、大立光、日月光投控、上詮、波若威、智邦
Taiwan stocks rebounded, surging 1250 points, led by AI and semiconductor shares, with strong support from returning funds and fundamentals. Investors should focus on high-quality growth stocks to capitalize on the market's next moves.
Companies mentioned：大立光、世芯、上詮、華邦電、華星光、台積電、聯電、日月光投控、聯發科、創意、建榮、益登、國巨、微軟、亞馬遜、瑞銀、倫元投顧
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Companies mentioned：米国新創企業（名未明）
Taiwan’s OTC market announced that 久舜 (5547-TW) will become eligible for margin trading starting on the 6th. The company recorded revenue of NT$1.215 billion in the first half of 2026, strengthening its earnings base. This is an important step toward improving liquidity.
Trading volume in Taiwan stocks surged to NT$1.14 trillion, and the market closed with an upper shadow as it moved sideways between the monthly and quarterly moving averages, supporting a healthy turnover of shares. AI and optical communications themes remained strong, while core industries with solid earnings reports presented opportunities to build positions in stages. Investors can use the app to access real-time information and lists of stocks with significant margin-trading activity.
Companies mentioned：台積電、華星光、光聖、大立光、先進光、創意、奇鋐、欣興
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Companies mentioned：富達、日本央行
鴻海 posted revenue of NT$946.513 billion in July 2026, up 54.19% year over year, setting a record for strong growth. The performance reflects robust momentum in global electronics manufacturing and is an important indicator for investors and the industry.
鴻華先進創 posted revenue of NT$598 million in July 2026, up 113.29% year over year, indicating strong momentum in its electric vehicle business. Although revenue for the first 7 months was down 9.86% year over year, the monthly performance was still a breakthrough.
Investment firm Bernstein raised its shipment forecasts for AI servers and AI chips despite a decline in AI supply-chain stocks. The revisions come amid increased capital spending by major cloud companies.
Companies mentioned：Bernstein、NVIDIA、Google、Amazon、Microsoft、Meta、Oracle、CoreWeave、Nebius、Broadcom、Marvell、MediaTek、Wiwynn、Accton、Alchip
Inventec recorded revenue of NT$560.3 billion in the first 7 months and is expanding investment in Taiwan, the US and Thailand to meet AI demand. Its server business is performing well, and growth is expected to continue in the third quarter.
致伸科技 expects Q3 revenue to rise by mid-double digits quarter over quarter, but higher component prices and weakening PC demand are weighing on profits. The company is working to pass on costs and diversify production capacity, while expanding into new AIoT and robotics businesses.
Companies mentioned：聯發科
Goldman Sachs said the dominance of mega-cap tech stocks is undergoing a structural shift. Pressure from AI capital spending is eroding free cash flow, and the market is moving toward a more diverse, earnings-driven era of “broadening out.”
Companies mentioned：アポロ (Apollo)
致伸科技 reported second-quarter after-tax net income of NT$580 million and EPS of NT$1.26. Revenue rose 18% year over year, while profit fell 20.9%. The decline was mainly due to yuan depreciation and higher raw-material costs, which weighed on gross margins. Smart-living products drove growth but lowered the profit mix.
As 高盛 has noted, the era of US stock-market dominance may be nearing an end, with capital diversifying into Japan and emerging markets. This is a sign of structural market normalization.
Companies mentioned：高盛
LME copper prices have held at high levels above $14,000. Progress in Middle East diplomacy and expectations for US tariff policy are adding to tight supply and demand.
NVIDIA CEO Jensen Huang said Musk has an advantage in the AI race, citing 3 strengths: computing power, real-world data and applications.
Companies mentioned：NVIDIA、Tesla、SpaceX
輝達 CEO Jensen Huang posted late at night to introduce its open-source Alpamayo 2 Super model, declaring that the next wave of AI will be driven by autonomous driving. The move underscores 輝達’s strategic resolve to secure a leading position in underlying platforms for automotive AI and robotics.
Companies mentioned：輝達
A new investment sector related to memory, dubbed “Memi,” is emerging amid a surge in AI demand. Micron, SK hynix and Samsung are leading the sector, which is having a major impact on the market.
Companies mentioned：Amazon、Google、Meta、Microsoft、Micron Technology、SK Hynix、Samsung Electronics、TSMC、Kioxia、Tokyo Electron、Harbor Capital、Longhill Investments
士電 general manager 郭約瑟 said global AIDC demand is strong and is expected to remain solid for five years. The company is also making advance purchases in response to a transformer shortage to ensure stable delivery schedules.
Companies mentioned：台電
志聖工業 Chairman 梁茂生 was named to 《Harvard Business Review》’s 2026 list of Taiwan’s Top 100 Business Leaders, recognizing his 779% shareholder return and leadership in corporate culture as the company approaches its 60th anniversary.
Companies mentioned：NVIDIA
William Blair’s emerging-markets bond team outlined its market outlook in Taiwan. It recommended investment strategies focused on emerging-market local-currency bonds and frontier markets, which offer high yields and low correlation, and highlighted their potential to diversify portfolios and grow assets.
Summary not yet available
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Companies mentioned：信義房屋
Yuanta Taiwan Top 50 2x（00631L）, a leveraged ETF, can deliver strong returns in a Taiwan stock bull market, but investors need to time their entry and manage risk. It is not suitable for long-term holding and is better suited to trend-following investors.
Companies mentioned：元大投信
A recovery in demand ahead of the year-end shopping season has narrowed price declines for TV panels. TrendForce analyzed market conditions in early August and forecast a 1-dollar decline for 32-to-75-inch panels. Monitor and laptop PC panel prices are flat.
Companies mentioned：TrendForce
Summary not yet available
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Companies mentioned：聯想集團、阿里巴巴、百度、騰訊、小米集團、網易、勝宏科技、建滔積層板、中芯國際、兆易創新、中國黃金國際、龍資源、中國海洋石油、中際旭創、匯豐控股
SpaceX announced plans to enter the mobile communications market in the United States and offer a full-fledged communications service using Starlink. Shares of Verizon, AT&T and T-Mobile fell in response.
Companies mentioned：Verizon、AT&T、T-Mobile、EchoStar、MoffettNathanson、New Street Research、Aptus Capital Advisors
After the U.S. semiconductor market plunged in July, semiconductor ETFs are drawing attention as investments amid continued growth in AI demand. 台新投信 said the short-term correction in semiconductor stocks is temporary and that long-term growth prospects remain.
Companies mentioned：台新投信
Largan Precision’s July 2026 revenue reached NT$4.877 billion, up 31.38% month on month, mainly as shipments rebounded after the transition between old and new models ended. The company is also continuing to buy land and expand capacity, signaling optimism about future demand, particularly for its new AI optical communications business.
China’s 3 major A-share indexes rose on the 5th and traded near their highs. AI-related stocks led the gains, while investors were warned of the risk of profit-taking. The market is moving toward structural rebalancing.
Companies mentioned：中信建投、中国銀河証券
Infineon recorded revenue of 4.172 billion euros in the third quarter of fiscal 2026, driven by AI data centers and a recovery in the automotive market. This is an important indicator of a recovery in demand across the semiconductor industry.
Companies mentioned：ams OSRAM
Hon Hai’s July revenue reached NT$946.5 billion, a record high, up 15.18% month on month and 54.19% year on year. It became the first company in Taiwan’s stock market to approach NT$1 trillion in monthly revenue, mainly benefiting from strong demand for AI and ICT products.
Chinese AI company DeepSeek has resumed its second round of fundraising, aiming to raise 50 billion yuan. It is seeking a pre-money valuation of 500 billion yuan and aims to sign an agreement in late August. The move is drawing attention in China’s AI industry.
Companies mentioned：騰訊、寧德時代、京東、網易、IDG資本、礪思資本、正心谷、拾象資本、国家人工知能産業投資基金