AI News 180m Report｜2026-08-05 18:00–21:00 JST｜Page 4 of 4https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.htmlOne 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.en 【新日興】Announces board resolution to waive restrictions on managers' involvement in competing businesseshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824199https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824199Tue, 04 Aug 2026 18:54:48 +0900Taiwan臺灣證券交易所新日興’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, 115https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824198https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824198Tue, 04 Aug 2026 18:54:47 +0900Taiwan臺灣證券交易所六福 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 dividendhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824184https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824184Tue, 04 Aug 2026 18:54:24 +0900Taiwan臺灣證券交易所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, 115https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824183https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824183Tue, 04 Aug 2026 18:54:18 +0900Taiwan臺灣證券交易所強盛新 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 reporthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824182https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824182Tue, 04 Aug 2026 18:53:34 +0900Taiwan臺灣證券交易所新日興(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 reporthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824181https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824181Tue, 04 Aug 2026 18:50:46 +0900Taiwan臺灣證券交易所科風 (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 mattershttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824180https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824180Tue, 04 Aug 2026 18:48:16 +0900Taiwan臺灣證券交易所卓越 (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 buildingshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824164https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824164Tue, 04 Aug 2026 18:47:59 +0900Taiwan臺灣證券交易所豐祥-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 115https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824163https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824163Tue, 04 Aug 2026 18:47:54 +0900Taiwan臺灣證券交易所卓越 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 reporthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824162https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824162Tue, 04 Aug 2026 18:47:39 +0900Taiwan臺灣證券交易所卓越（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 reporthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824161https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824161Tue, 04 Aug 2026 18:47:07 +0900Taiwan臺灣證券交易所光聖 (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 partyhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824160https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824160Tue, 04 Aug 2026 18:46:31 +0900Taiwan臺灣證券交易所永信藥品工業 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 resolutionshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824099https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824099Tue, 04 Aug 2026 18:46:07 +0900Taiwan臺灣證券交易所永信 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 reporthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824098https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824098Tue, 04 Aug 2026 18:45:01 +0900Taiwan臺灣證券交易所特力 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' meetinghttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824097https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824097Tue, 04 Aug 2026 18:44:44 +0900Taiwan臺灣證券交易所誠研科技 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824096https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824096Tue, 04 Aug 2026 18:42:17 +0900Taiwan臺灣證券交易所鴻海 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824095https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824095Tue, 04 Aug 2026 18:41:44 +0900Taiwan臺灣證券交易所南寶 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824030https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824030Tue, 04 Aug 2026 18:39:41 +0900Taiwan臺灣證券交易所寒舍 (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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824029https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824029Tue, 04 Aug 2026 18:37:38 +0900Taiwan臺灣證券交易所亞弘電 (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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824028https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824028Tue, 04 Aug 2026 18:36:47 +0900Taiwan臺灣證券交易所和泰車 (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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824027https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824027Tue, 04 Aug 2026 18:34:40 +0900Taiwan臺灣證券交易所欣巴巴 (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 boardhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824026https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824026Tue, 04 Aug 2026 18:33:14 +0900Taiwan臺灣證券交易所恩德 (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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824405https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824405Wed, 05 Aug 2026 20:02:50 +0900Taiwan鉅亨網 〈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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824406https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824406Wed, 05 Aug 2026 20:01:32 +0900Taiwan鉅亨網 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824407https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824407Wed, 05 Aug 2026 19:59:06 +0900Taiwan鉅亨網藍天'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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824408https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824408Wed, 05 Aug 2026 19:50:16 +0900Taiwan鉅亨網英業達'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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824409https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824409Wed, 05 Aug 2026 19:49:41 +0900Taiwan鉅亨網尖点科技 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824410https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824410Wed, 05 Aug 2026 19:48:44 +0900Taiwan鉅亨網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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824411https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824411Wed, 05 Aug 2026 19:45:19 +0900Taiwan鉅亨網長榮航空 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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824412https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824412Wed, 05 Aug 2026 19:44:38 +0900Taiwan鉅亨網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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824413https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824413Wed, 05 Aug 2026 19:43:25 +0900Taiwan鉅亨網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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824414https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824414Wed, 05 Aug 2026 19:40:02 +0900Taiwan鉅亨網 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https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824415https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824415Wed, 05 Aug 2026 19:31:39 +0900Taiwan鉅亨網 【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?!https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824416https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824416Wed, 05 Aug 2026 19:30:37 +0900Taiwan鉅亨網輝達 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」?https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824417https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824417Wed, 05 Aug 2026 19:22:48 +0900Taiwan鉅亨網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.https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824418https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824418Wed, 05 Aug 2026 19:12:30 +0900Taiwan鉅亨網 OTC: 久舜 shares eligible for margin trading and short selling from the 6thhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824419https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824419Wed, 05 Aug 2026 19:10:27 +0900Taiwan鉅亨網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 periodhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824420https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824420Wed, 05 Aug 2026 19:07:51 +0900Taiwan鉅亨網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 batonhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824207https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824207Wed, 05 Aug 2026 19:01:58 +0900Taiwan鉅亨網 營收速報 - 鴻海(2317)7月營收9,465.13億元年增率高達54.19％https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824208https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824208Wed, 05 Aug 2026 18:50:19 +0900Taiwan鉅亨網鴻海 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％https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824209https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824209Wed, 05 Aug 2026 18:50:18 +0900Taiwan鉅亨網鴻華先進創 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 ASICshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824210https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824210Wed, 05 Aug 2026 18:50:11 +0900Taiwan鉅亨網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 Q3https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824211https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824211Wed, 05 Aug 2026 18:49:24 +0900Taiwan鉅亨網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 earningshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824212https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824212Wed, 05 Aug 2026 18:44:48 +0900Taiwan鉅亨網致伸科技 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 emergeshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824213https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824213Wed, 05 Aug 2026 18:40:04 +0900Taiwan鉅亨網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 marginshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824214https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824214Wed, 05 Aug 2026 18:31:10 +0900Taiwan鉅亨網致伸科技 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 marketshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824215https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824215Wed, 05 Aug 2026 18:20:07 +0900Taiwan鉅亨網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 highshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824216https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824216Wed, 05 Aug 2026 18:10:03 +0900Taiwan鉅亨網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 moatshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824217https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1824217Wed, 05 Aug 2026 18:10:02 +0900Taiwan鉅亨網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”https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823955https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823955Wed, 05 Aug 2026 18:00:05 +0900Taiwan鉅亨網輝達 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,” riseshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823956https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823956Wed, 05 Aug 2026 18:00:04 +0900Taiwan鉅亨網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 yearshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823957https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823957Wed, 05 Aug 2026 17:57:04 +0900Taiwan鉅亨網士電 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 culturehttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823958https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823958Wed, 05 Aug 2026 17:55:48 +0900Taiwan鉅亨網志聖工業 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 correlationhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823959https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823959Wed, 05 Aug 2026 17:50:22 +0900Taiwan鉅亨網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 millionhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823960https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823960Wed, 05 Aug 2026 17:49:02 +0900Taiwan鉅亨網 正2不是拿來賭！掌握這3個訊號，00631L威力才開始https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823961https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823961Wed, 05 Aug 2026 17:47:36 +0900Taiwan鉅亨網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 Augusthttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823962https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823962Wed, 05 Aug 2026 17:47:31 +0900Taiwan鉅亨網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 surgehttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823963https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823963Wed, 05 Aug 2026 17:40:27 +0900Taiwan鉅亨網 SpaceX sets sights on mobile communications market; analyst says it will be hard to shake up the 3 major U.S. carriers within five yearshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823964https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823964Wed, 05 Aug 2026 17:40:05 +0900Taiwan鉅亨網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 discountshttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823965https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823965Wed, 05 Aug 2026 17:38:49 +0900Taiwan鉅亨網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 monthhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823966https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823966Wed, 05 Aug 2026 17:31:30 +0900Taiwan鉅亨網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 Risinghttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823967https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823967Wed, 05 Aug 2026 17:30:04 +0900Taiwan鉅亨網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 Growthhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823968https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823968Wed, 05 Aug 2026 17:20:02 +0900Taiwan鉅亨網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 Highhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823969https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823969Wed, 05 Aug 2026 17:16:24 +0900Taiwan鉅亨網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 Yuanhttps://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823970https://ainews.idaeo.ai/180m/20260805-18/index-en-p4.html#n1823970Wed, 05 Aug 2026 17:10:04 +0900Taiwan鉅亨網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.