823 received, 823 listed, 6 sources ・ Page 9 of 9
One place for news and notices from 2 countries/regions: Japan, 710 items from 2 sources; Taiwan, 113 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
On Aug. 5, 2026, several US AI- and semiconductor-related companies announced financial results and technology strategies. Sandisk and Western Digital shares fell despite strong earnings, highlighting the market’s excessive expectations.
Companies mentioned：Sandisk、Western Digital、IonQ、SpaceX、NVIDIA、AMD、Anthropic
South Korean retail investors sold large amounts of 3-times leveraged US semiconductor ETFs and redirected the funds into ADRs of マイクロン and SKハイニックス. This shift from short-term speculation to underlying stocks points to a maturing market structure.
Companies mentioned：マイクロン、サンディスク、SKハイニックス
Sales figures for major Taiwanese companies in July 2026 were announced, with 鴻華先進-創 posting annual growth of 113.3%. A recovery in the semiconductor and electronics industries provided a backdrop.
Companies mentioned：鴻華先進-創、英業達、鴻海、南亞科、鴻準、南電
Summary not yet available
Facts
Companies mentioned：三星電子、SK 海力士、美光、SanDisk、鎧俠、蘋果、長鑫存儲
Sandisk reported results for the fourth quarter of fiscal 2026 that beat market expectations, but its share price plunged because its revenue outlook for the next quarter was weak. Growing AI demand is boosting its performance.
Companies mentioned：Amazon、Meta、Alphabet
IonQ’s revenue surged to 4 times its year-earlier level in the second quarter of fiscal 2026, and the company raised its full-year outlook. Commercial demand for quantum computers is accelerating, drawing attention across the industry.
Companies mentioned：SkyWater Technologies、Rigetti Computing、D-Wave Quantum
The United States is considering restrictions on imports of Chinese optical transceiver modules, but Western suppliers cannot fill the gap in Chinese supply within 1–2 years, potentially delaying AI data center construction and driving up costs.
Companies mentioned：Counterpoint Research、AWS、Microsoft、Meta、Alphabet、Coherent、Applied Optoelectronics、Lumentum、中際旭創、新易盛、天孚通信、Broadcom、Marvell、Mitsubishi Electric、Raymond James
The bow on the front of women’s underwear is not merely decorative; historically, it helped secure trousers and identify the front from the back in the dark. This design has been passed down as a tradition to the present day.
Companies mentioned：Belle Lingerie
Taiwan’s Ministry of Labor introduced the “Cross-Region Employment Allowance,” offering subsidies of up to NT$60,000 to people who take jobs away from home. Eligible recipients include older people, young people and involuntarily displaced workers; the aim is to ease the burden of commuting and housing.
台湾劳动部 launched a 2026 pre-employment training learning incentive program for young people. Unemployed people aged 15 to 29 can receive 8,000 yuan per month for up to 12 months, with a maximum of 96,000 yuan, to encourage them to take courses in policy-priority industries and improve their job skills.
Companies mentioned：台湾劳动部
Taiwan’s Bureau of Labor Insurance will pay out 19 types of social insurance benefits in August. More than 2.1 million people receive Labor Insurance annuities, averaging about NT$19,000 a month. Maternity benefits have also been raised, to a maximum of NT$42,206.
The Odyssey director Nolan discussed deep philosophical questions in a podcast interview in China, drawing attention in the West. Meanwhile, the posture of premiere host Chen Xuan sparked controversy among Chinese internet users.
Companies mentioned：環球影業、上海廣播電視台
As shares of passive-component giant 國巨（2327）rebounded, 花旗 and 高盛 lowered their price targets but maintained Buy ratings. This reflects a correction in excessive market expectations, not a deterioration in the company’s underlying value.
Companies mentioned：高盛、花旗、風伝媒
武榮國小 in Taiwan’s Miaoli County had no new students for 2 consecutive years because of the declining birthrate and closed in 2023. Its campus was repurposed as 阿昌共好聚落, a center supporting employment for people with disabilities. It is attracting attention as a model that combines local resources with social contribution.
Companies mentioned：阿昌清潔庇護工場
The light typhoon White Dolphin is moving northwest, and a marine warning may be issued around Aug. 7. The probability of the storm’s wind zone affecting 6 counties and cities exceeds 50%, while local governments will decide whether to suspend work and classes.
Companies mentioned：中央氣象署
Xu Chia-ching, chair of the Overseas Community Affairs Council, spent 526 days on overseas trips over 5 years, using more than 23.83 million yen in public funds. The Taiwan People’s Party criticized the trips as “tourism in practice.”
In its 2026 defense white paper, Japan’s Ministry of Defense removed the wording that “the situation in Taiwan is closely related to Japan’s security.” It maintained its warnings about China’s military threat and emphasized the Japan-US alliance and cooperation with like-minded countries. The move reflects both diplomatic consideration and strategic continuity.
Companies mentioned：BBC、中国外交部、中国国防部
大同集團 sold its stake in subsidiary 福華智能 to its Indonesian partner 亞洲資產開發, whose head was previously implicated in a fundraising case. The deal has sparked controversy over carbon-credit trading and raised questions about the group’s strategic shift and risk controls.
Companies mentioned：大同集團、福華電子、福華智能、亞洲資產開發、三立集團、天逸集團、三圓建設、俊貿集團
The Japanese government released its 2026 defense white paper, reaffirming China as its “greatest strategic challenge.” It signals a shift to long-term strategic competition and stronger efforts to raise awareness among young people.
Financial commentator 財經雪倫 recommends the 復華台灣科技優息 (00929) ETF for its combination of monthly dividends and strong growth. Its performance is up more than 60% this year, with an annualized dividend yield near 17%, reflecting a flexible portfolio rebalancing strategy that may appeal to investors seeking steady income and capital appreciation.
Companies mentioned：復華投信、元大投信、台積電
The Executive Yuan has formally approved the plan to extend high-speed rail to Yilan, with total funding exceeding 352.1 billion and service expected to begin in 2036. Despite the high cost and controversy within the party and over environmental issues, the plan has the support of President Lai Ching-te and the New Tide faction, which are pushing to speed up its implementation.
“Repeated pay” for batched orders under the delivery legislation creates an imbalance in compensation. Experts say the measure overlooks the efficiency gains created by technology and call on the government to review the regulations to avoid a lose-lose outcome for platforms, merchants, consumers and couriers.
The DPP’s long rule has worsened the evasion of responsibility and collapse of governance, with issues including carcinogens in 中聯 oil products and 徐佳青’s privileged overseas trips. The corruption of power has altered the party’s very nature.
Companies mentioned：中聯、南僑、台糖