# AI News 180m Report｜2026-08-05 18:00–21:00 JST｜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】Announces board resolution to waive restrictions on managers' involvement in competing businesses

- Published: 2026-08-04T18:54:48+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=3376&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=175448&spoke_date=20260804
- anchor: #n1824199
- Companies mentioned: 新日興、旺玖科技

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.

## 六福: Announcement that the board meeting to review the company’s second-quarter consolidated financial report for ROC year 115 is expected to be held on Aug. 12, 115

- Published: 2026-08-04T18:54:47+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=2705&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=175447&spoke_date=20260804
- anchor: #n1824198

六福 will hold a board meeting on Aug. 12, 115, to review its second-quarter consolidated financial report.

## AES-KY: On behalf of material subsidiary Trend Power Technology (Samoa) Co.,Ltd., announcement of the board’s resolution to distribute a cash dividend

- Published: 2026-08-04T18:54:24+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=6781&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=175424&spoke_date=20260804
- anchor: #n1824184
- Companies mentioned: Trend Power Technology (Samoa) Co.,Ltd.

AES-KY subsidiary Trend Power resolved to distribute a cash dividend of US$32.9 million.

## 強盛新: Announcement that the board meeting to review the company’s 115 second-quarter financial report is expected to be held on Aug. 12, 115

- Published: 2026-08-04T18:54:18+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=1463&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=175418&spoke_date=20260804
- anchor: #n1824183

強盛新 announced that it will hold a board meeting on Aug. 12, 115, to discuss its 115 second-quarter financial report.

## 新日興: The board has approved the company’s 115 second-quarter consolidated financial report

- Published: 2026-08-04T18:53:34+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=3376&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=175334&spoke_date=20260804
- anchor: #n1824182

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: Announcement of the board meeting date for the company’s 115 second-quarter financial report

- Published: 2026-08-04T18:50:46+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=3043&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=175046&spoke_date=20260804
- anchor: #n1824181

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: Announcement of the board’s resolution on the ex-dividend and ex-rights record date and related matters

- Published: 2026-08-04T18:48:16+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=2496&year=115&month=8&b_date=1&e_date=31&seq_no=3&spoke_time=174816&spoke_date=20260804
- anchor: #n1824180

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: Supplementary announcement of the cancellation of the company’s subsidiary Eurocharm Electronic（Vietnam）Co.,Ltd.’s proposed investment plan to acquire land-use rights and buildings

- Published: 2026-08-04T18:47:59+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=5288&year=115&month=8&b_date=1&e_date=31&seq_no=6&spoke_time=174759&spoke_date=20260804
- anchor: #n1824164
- Companies mentioned: Eurocharm Electronic (Vietnam) Co., Ltd.、Polaris Vietnam Co., Ltd.

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.

## 卓越: Announcement of the board’s resolution on dividend distribution for the first half of 115

- Published: 2026-08-04T18:47:54+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=2496&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=174754&spoke_date=20260804
- anchor: #n1824163

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.

## 卓越: Announcement that the board has approved the company’s 115 second-quarter consolidated financial report

- Published: 2026-08-04T18:47:39+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=2496&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174739&spoke_date=20260804
- anchor: #n1824162

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: Announcement of the board meeting date for the company’s 115 second-quarter consolidated financial report

- Published: 2026-08-04T18:47:07+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=6442&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174707&spoke_date=20260804
- anchor: #n1824161

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: On behalf of material subsidiary 永信藥品工業股份有限公司, announcement of a donation to a related party

- Published: 2026-08-04T18:46:31+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=3705&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=174631&spoke_date=20260804
- anchor: #n1824160
- 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.

## 永信: On behalf of material subsidiary 永信藥品工業股份有限公司, announcement of important board resolutions

- Published: 2026-08-04T18:46:07+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=3705&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174607&spoke_date=20260804
- anchor: #n1824099
- Companies mentioned: 永信藥品工業股份有限公司

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.

## 特力: Announcement of the board meeting date for the company’s 115 second-quarter consolidated financial report

- Published: 2026-08-04T18:45:01+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=2908&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174501&spoke_date=20260804
- anchor: #n1824098

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】Board resolves to convene an extraordinary shareholders' meeting

- Published: 2026-08-04T18:44:44+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=3494&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174444&spoke_date=20260804
- anchor: #n1824097
- Companies mentioned: 誠研

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.

## 【鴻海】 (supplement to the announcement dated 115/07/27) announces, on behalf of its major subsidiary 富士康工業互聯網股份有限公司, the progress of its share buyback.

- Published: 2026-08-04T18:42:17+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=2317&year=115&month=8&b_date=1&e_date=31&seq_no=2&spoke_time=174217&spoke_date=20260804
- anchor: #n1824096
- Companies mentioned: 鴻海、富士康工業互聯網股份有限公司

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.

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

- Published: 2026-08-04T18:41:44+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=4766&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=174144&spoke_date=20260804
- anchor: #n1824095
- Companies mentioned: 南寶

南寶 announced that its board will meet on Aug. 12 to discuss its financial report for the second quarter of 2026.

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

- Published: 2026-08-04T18:39:41+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=2739&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=173941&spoke_date=20260804
- anchor: #n1824030

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】 announces that the company's consolidated financial report for the second quarter of 115 was submitted to and approved by the board.

- Published: 2026-08-04T18:37:38+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=6201&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=173738&spoke_date=20260804
- anchor: #n1824029

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】 announces the date of the board meeting to review the company's financial report for the second quarter of ROC year 115.

- Published: 2026-08-04T18:36:47+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=2207&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=173647&spoke_date=20260804
- anchor: #n1824028

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

- Published: 2026-08-04T18:34:40+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=9906&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=173440&spoke_date=20260804
- anchor: #n1824027

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】Expected date for the company's 115 second-quarter financial report to be submitted to the board

- Published: 2026-08-04T18:33:14+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=1528&year=115&month=8&b_date=1&e_date=31&seq_no=1&spoke_time=173314&spoke_date=20260804
- anchor: #n1824026
- Companies mentioned: 恩德

恩德 (1528) announced that its board will meet on 115/08/11 to review the financial report for the second quarter of 115.

## 同欣電 estimates Q3 revenue will rise 4-6% quarter over quarter; 800G optical communications products to ramp up next year.

- Published: 2026-08-05T20:02:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560822
- anchor: #n1824405
- 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

Facts:
- Second-quarter earnings per share of NT$2.49.
- Compared with NT$0.34 in the same period last year.
- 稅後獲利僅約 7,100 萬元
- 上半年營收 59.72 億元
- Up about 1.6% year over year.
- Gross margin of 29.6%.
- An increase of 2.4 percentage points from the same period last year.
- 稅後獲利 9.15 億元
- Up about 四成 year over year.
- Earnings per share of NT$4.37.
- Compared with NT$3.12 in the same period last year.
- 上半年資本支出約 3.76 億元
- 未來每年資本支出大致維持在 10 億元上下

## 〈Telecom Big Three Earnings〉Chunghwa Telecom's second-quarter profit tops the high end of its forecast; EPS of NT$1.38 marks a 10-year high for the same period.

- Published: 2026-08-05T20:01:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561037
- anchor: #n1824406

The summary of this item is not shown

## Steady core business plus non-operating gains boost 藍天's Q2 net profit 4 times quarter over quarter; EPS of NT$3.44 sets a record.

- Published: 2026-08-05T19:59:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560831
- anchor: #n1824407
- Companies mentioned: 百腦匯、群光廣場

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.

## Revenue flash: 英業達 (2356) July revenue was NT$90.190 billion, up 65.73% year over year.

- Published: 2026-08-05T19:50:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561033
- anchor: #n1824408

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.

## 尖點科技 Chairman 林序庭 makes HBR Taiwan's Top 100 Business Leaders.

- Published: 2026-08-05T19:49:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560819
- anchor: #n1824409

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.

## ESG impacts borrowing capital! KPMG's 2026 financial industry review: 法巴 and 星展 are first to incorporate ESG into credit assessments.

- Published: 2026-08-05T19:48:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560750
- anchor: #n1824410
- Companies mentioned: フランス・パリ銀行、星展銀行

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.

## 長榮航 to launch direct flights to Delhi, India, from 12/1; tickets on sale starting today, creating an efficient business route.

- Published: 2026-08-05T19:45:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560637
- anchor: #n1824411
- Companies mentioned: 鴻海、聯發科、台達電、緯創、印度航空

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.

## As AI data volumes surge, 輝達 seeks to enable GPUs to read storage devices directly, approaching memory speeds.

- Published: 2026-08-05T19:44:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560327
- anchor: #n1824412
- Companies mentioned: DDN、KIOXIA、Micron、Google、Intel、Meta

NVIDIA unveiled GPU-direct storage technology at FMS. Open-sourcing cuFile and introducing a SCADA framework are set to dramatically improve AI processing efficiency.

## 〈研華 earnings call〉Q3 revenue expected to set new highs quarter over quarter and year over year; both margins expected to remain steady.

- Published: 2026-08-05T19:43:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560752
- anchor: #n1824413

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.

## Major shake-up in the global auto market in 2026: 3 Chinese automakers make the top 10 by sales.

- Published: 2026-08-05T19:40:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560348
- anchor: #n1824414
- 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)

Facts:
- 豐田集團 (Toyota) retained its position as the global leader with about 11% market share, despite sales declines of 5% and 0.5% in Asia and the Americas, respectively.
- 福斯集團 (Volkswagen) remained in second place, but sales in Asia plunged 23.4%, reflecting the weakness of traditional internal combustion vehicles in a key Asian market.
- Specifically, the ranking of international automotive groups by global sales share in the first half of 2026 was as follows: 豐田 led with an 11% share, followed by 福斯 (8.1%), 現代起亞 (7.6%), Stellantis (6.0%), and 雷諾日產 (5.4%) in second through fifth place. 比亞迪 ranked sixth with 4.8%, 吉利集團 seventh with 4.6%, 通用 eighth with 4.5%, and 奇瑞集團 and 福特 tied for ninth with 4.1%.
- Specifically, the ranking of international automotive groups by global sales share in the first half of 2026 was as follows: 豐田 led with an 11% share, followed by 福斯 (8.1%), 現代起亞 (7.6%), Stellantis (6.0%), and 雷諾日產 (5.4%) in second through fifth place. 比亞迪 ranked sixth with 4.8%, 吉利集團 seventh with 4.6%, and 通用 eighth with 4.5%, followed by

## 外資光速翻多 史上第三大買超903億元 狂買元大台灣50正2逾11萬張

- Published: 2026-08-05T19:31:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560748
- anchor: #n1824415
- 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

Facts:
- Taiwan stocks closed at 44611.6 points today (5).
- Up 1250.94 points.
- A gain of 2.88%.
- 成交量放大至 1.14 兆元
- 三大法人合計買超 1004.06 億元
- 外資買超 903.08 億元
- 個股主要買超凱基金 3.9 萬張
- 鴻海 3.6 萬張
- 緯創 3.5 萬張
- 光寶科 2.9 萬

## 【High-volume, sharply rising stocks roundup】【聯亞】⊕⊕, 【大立光】+27%! 輝達 announces CPO mass production; a full list of leading breakout stocks revealed?!

- Published: 2026-08-05T19:30:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560821
- anchor: #n1824416
- 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

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.

## 『Justice delayed』, 大立光, 世芯, 上詮, 華邦電⊕, 華星光⊕, 「Auntie Snow」?

- Published: 2026-08-05T19:22:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560818
- anchor: #n1824417
- 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

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.

## 群光's first-half EPS was NT$5.06; new Edge AI and robotics applications bolster its long-term outlook.

- Published: 2026-08-05T19:12:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560724
- anchor: #n1824418
- Companies mentioned: 米国新創企業（名未明）

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## OTC: 久舜 shares eligible for margin trading and short selling from the 6th

- Published: 2026-08-05T19:10:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560737
- anchor: #n1824419

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.

## Taiwan stocks see trading volume surge to 1.14 trillion, with an upper shadow: Are break-even sellers emerging? “This industry” presents opportunities to build positions in stages during the consolidation period

- Published: 2026-08-05T19:07:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560751
- anchor: #n1824420
- Companies mentioned: 台積電、華星光、光聖、大立光、先進光、創意、奇鋐、欣興

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.

## Crowded positions reshuffled! 富達 says Japanese stocks are shifting from themes to earnings, with AI leading 5 sectors to take up the baton

- Published: 2026-08-05T19:01:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6557507
- anchor: #n1824207
- Companies mentioned: 富達、日本央行

Facts:
- 5 AI-driven sectors are poised to take up the baton

## 營收速報 - 鴻海(2317)7月營收9,465.13億元年增率高達54.19％

- Published: 2026-08-05T18:50:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560727
- anchor: #n1824208

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.

## 營收速報 - 鴻華先進-創(2258)7月營收5.98億元年增率高達113.29％

- Published: 2026-08-05T18:50:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560726
- anchor: #n1824209

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.

## Bernstein bullish on AI against the trend! Raises forecasts for server and AI chip shipments, calling 2026 a turning point for ASICs

- Published: 2026-08-05T18:50:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560359
- anchor: #n1824210
- Companies mentioned: Bernstein、NVIDIA、Google、Amazon、Microsoft、Meta、Oracle、CoreWeave、Nebius、Broadcom、Marvell、MediaTek、Wiwynn、Accton、Alchip

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.

## Electronic five tigers revenue: 英業達’s revenue for the first 7 months hit a record NT$560.3 billion; server business to continue growing in Q3

- Published: 2026-08-05T18:49:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560641
- anchor: #n1824211

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 briefing: Q3 revenue forecast to rise by double digits quarter over quarter; soaring component costs and weakening PC demand test second-half earnings

- Published: 2026-08-05T18:44:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560631
- anchor: #n1824212
- Companies mentioned: 聯發科

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.

## Goldman Sachs warns that the dominance of mega-cap tech stocks is breaking down as a turning point in market concentration emerges

- Published: 2026-08-05T18:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560337
- anchor: #n1824213
- Companies mentioned: アポロ (Apollo)

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.”

## 致伸 briefing: Q2 profit reaches NT$580 million, EPS NT$1.26; rising raw-material costs and yuan appreciation squeeze gross margins

- Published: 2026-08-05T18:31:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6558659
- anchor: #n1824214

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.

## The era of U.S. stock dominance is fading! 高盛: Diversification is back in favor as funds shift toward Japan, Asia-Pacific and emerging markets

- Published: 2026-08-05T18:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560299
- anchor: #n1824215
- Companies mentioned: 高盛

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.

## Middle East diplomatic hopes and tariff effects provide a double boost, keeping copper prices near record highs

- Published: 2026-08-05T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560318
- anchor: #n1824216

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.

## Who is the big winner in the AI race? Jensen Huang names Musk’s 3 major competitive moats

- Published: 2026-08-05T18:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559651
- anchor: #n1824217
- Companies mentioned: NVIDIA、Tesla、SpaceX

NVIDIA CEO Jensen Huang said Musk has an advantage in the AI race, citing 3 strengths: computing power, real-world data and applications.

## Jensen Huang showcases Alpamayo 2 Super in a late-night post, declaring that “the next wave of AI will be driven by autonomous driving”

- Published: 2026-08-05T18:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560338
- anchor: #n1823955
- Companies mentioned: 輝達

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.

## AI demand sparks a memory revolution as a new $3 trillion force, “Memi,” rises

- Published: 2026-08-05T18:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559666
- anchor: #n1823956
- Companies mentioned: Amazon、Google、Meta、Microsoft、Micron Technology、SK Hynix、Samsung Electronics、TSMC、Kioxia、Tokyo Electron、Harbor Capital、Longhill Investments

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.

## 士電 general manager 郭約瑟 on global AIDC trends: Demand will not be a problem for five years

- Published: 2026-08-05T17:57:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560583
- anchor: #n1823957
- Companies mentioned: 台電

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.

## 志聖’s 梁茂生 makes HBR Taiwan’s Top 100 Business Leaders list, embracing its 60th anniversary through talent and culture

- Published: 2026-08-05T17:55:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560464
- anchor: #n1823958
- Companies mentioned: NVIDIA

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.

## William Blair bullish on emerging-market local-currency bonds, citing twin advantages of high yields and low correlation

- Published: 2026-08-05T17:50:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560447
- anchor: #n1823959

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.

## Property: Taipei parking-space prices have risen for 10 straight years, up 2 tenths; a ramp-access parking space in Da’an District sets a record at NT$3.32 million

- Published: 2026-08-05T17:49:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560449
- anchor: #n1823960
- Companies mentioned: 信義房屋

Facts:
- The average price reached NT$2.69 million in 2025
- NT$2.24 million 10 years ago
- Up NT$450,000 from NT$2.24 million 10 years ago
- Rolling radar: 20.09%
- Even the lowest-priced area, Wenshan District, is at NT$2.1 million

## 正2不是拿來賭！掌握這3個訊號，00631L威力才開始

- Published: 2026-08-05T17:47:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560476
- anchor: #n1823961
- Companies mentioned: 元大投信

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.

## Year-end peak-season stocking demand picks up, narrowing the decline in TV panel prices in August

- Published: 2026-08-05T17:47:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560441
- anchor: #n1823962
- Companies mentioned: TrendForce

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.

## Hong Kong stocks after the close: Tech stocks active; Hang Seng Index gains 0.24% as PCB and gold shares surge

- Published: 2026-08-05T17:40:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560458
- anchor: #n1823963
- 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

Facts:
- The Hang Seng Index rose 0.24% to close at 25,915.32 points
- Turnover in the broader market reached HK$278.043 billion
- 聯想集團 performed strongly, gaining nearly 6%
- 阿里巴巴 and 百度 rose about 1.8% and 1.6%, respectively
- 騰訊 also posted a gain of about 1%
- 勝宏科技 led the gains, surging more than 16%
- 建滔積層板 also rose more than 10%
- Spot gold climbed above $4,170 an ounce
- 中國黃金國際 surged more than 13%
- 龍資源

## SpaceX sets sights on mobile communications market; analyst says it will be hard to shake up the 3 major U.S. carriers within five years

- Published: 2026-08-05T17:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560453
- anchor: #n1823964
- Companies mentioned: Verizon、AT&T、T-Mobile、EchoStar、MoffettNathanson、New Street Research、Aptus Capital Advisors

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.

## SOX index hits a cyclical low after retreating from a peak; institutions say semiconductor ETFs offer a buying opportunity after a wave of discounts

- Published: 2026-08-05T17:38:49+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560353
- anchor: #n1823965
- Companies mentioned: 台新投信

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.

## 大立光’s July revenue rose 31.38% month over month to NT$4.877 billion; order momentum is expected to improve again this month

- Published: 2026-08-05T17:31:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560440
- anchor: #n1823966

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 Stocks After the Close: Major Indexes Hold at Highs in Afternoon Trading, With All 3 Rising

- Published: 2026-08-05T17:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559678
- anchor: #n1823967
- Companies mentioned: 中信建投、中国銀河証券

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.

## Infineon’s Q3 Revenue Hits Record High, With AI Data Centers and Automotive Rebound Driving Growth

- Published: 2026-08-05T17:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560304
- anchor: #n1823968
- Companies mentioned: ams OSRAM

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.

## Record Monthly Revenue Nears NT$1 Trillion as Hon Hai’s July Revenue Hits NT$946.5 Billion, Up 15% and Setting a New High

- Published: 2026-08-05T17:16:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560356
- anchor: #n1823969

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.

## Deal Reportedly to Be Signed by the End of August: DeepSeek Restarts Second-Round Financing, Seeks to Raise 50 Billion Yuan at a Pre-Money Valuation of 500 Billion Yuan

- Published: 2026-08-05T17:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560355
- anchor: #n1823970
- 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

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.