60-day trial: Will a shipping deal for the Strait of Hormuz be signed? Iran: We are not negotiating with the U.S.
Published ・ Source Taiwan | 風傳媒
Iran and Oman are close to agreeing on 60 days of trial consultations concerning commercial shipping routes through the Strait of Hormuz. Iran denied direct talks with the United States, while geopolitical tensions in the Middle East continue.
National Stabilization Fund's '9th market-rescue list' revealed: Nearly NT$10 billion in gains from heavy bets on 8 stocks, including 台積電
Published ・ Source Taiwan | 風傳媒
The National Financial Stabilization Fund concentrated its investments in 8 stocks, including 台積電, and posted a net profit of NT$9.932 billion. Its 279-day long-term investment operation successfully stabilized the market, drawing praise for the government's decisive response.
Retaliation for U.S. sanctions! China's Commerce Ministry takes action: Controls drone exports and launches national security probe into office equipment
Published ・ Source Taiwan | 風傳媒
On August 5, China's Ministry of Commerce announced tighter export controls on drone-related items and sanctions against 6 U.S. companies in response to American sanctions. The move comes amid an escalating trade war.
Companies mentioned:Compliance Testing LLC、Applied DNA Sciences、Human Rights in China
'English teachers' everywhere during the Han Kuang exercises? Scholar warns of risks as Taiwan-U.S. cooperation becomes more high-profile: Trump will say one thing
Published ・ Source Taiwan | 風傳媒
During Taiwan's Han Kuang 42 exercises, the public participation of U.S. military advisers dubbed 'English teachers' drew attention. A scholar warned that a higher profile for Taiwan-U.S. cooperation may send a stronger message to China but could carry greater costs in the Trump era.
Taiwan regional supermarket 億客來超市 has drawn online attention for its low prices and wide selection, and is seen as a competitor to major chains such as 全聯. Its high value for money and OMO strategy have won praise.
Wall Street Journal》Google reshuffles AI leadership as senior chief scientist joins exodus
Published ・ Source Taiwan | 風傳媒
Google has reshuffled leadership in its AI division, while Jeff Dean and others have left to establish a new AI company. The moves come amid delays with Gemini and an exodus of talent.
Father's Day plans up in the air! Typhoon White Dolphin's projected path shifts west; a marine warning may be issued tomorrow night. Expert says rain will batter all of Taiwan over these 2 days
Published ・ Source Taiwan | 風傳媒
Typhoon White Dolphin has shifted west and is approaching Taiwan. The Central Weather Administration is expected to issue a marine warning as early as the 7th, with rainfall set to intensify across Taiwan over the weekend, potentially disrupting Father's Day plans. The threat has risen significantly.
Today's (08/06) top stories! Labor Insurance Bureau to issue cash gifts in August, with average monthly payments of 19000 yuan per person / Will work and school be suspended? Latest projected path of Typhoon White Dolphin revealed! / Increase in monthly civil servant pensions revealed
Published ・ Source Taiwan | 風傳媒
Reports through August covered the start of labor pension payments, the approach of Typhoon Baihaidian, increases to civil servants' retirement benefits, political issues surrounding the planned high-speed rail extension to Yilan, civil defense resilience drills, the closure and reuse of Wurong Elementary School, and travel expense concerns involving committee chair Hsu Chia-ching. Many of the issues have a direct impact on people's lives and have drawn significant attention.
AI sparks a one-person company revolution! No employees needed to earn tens of millions of dollars—is it really that good?
Published ・ Source Taiwan | 風傳媒
The spread of generative AI has led to a surge in “one-person companies” generating millions of dollars in revenue while being run by a single person. With AI handling much of the work, the barriers to starting a business have fallen significantly.
Companies mentioned:Stripe、Anthropic、Verizon、Bank of America、Harvard Business School
U.S. Golden Dome defense plan gains momentum, opening a vast new defense technology market for Taiwan’s drone and low-altitude defense supply chains
Published ・ Source Taiwan | 風傳媒
The United States' Golden Dome defense plan is gaining momentum, creating new growth opportunities for Taiwan's drone and low-altitude defense supply chains in the emerging defense technology market. Taiwan's precision manufacturing capabilities are earning growing international recognition.
Never clean a thermos by rinsing it with water alone! A Japanese expert shares 1 proper cleaning method and warns that inadequate washing could lead you to ingest mold and heavy metals
Published ・ Source Taiwan | 風傳媒
Japan's 象印 is urging consumers to clean their insulated bottles properly, while experts are warning about the risks of biofilms and mold. The company has shared routine cleaning steps and precautions to help protect both consumer health and product life.
Taichung public housing promotional material blunder: It mistakenly featured the ‘Chinese national emblem’; City Hall responds
Published ・ Source Taiwan | 風傳媒
Promotional material in an elevator at a Taichung public housing complex mistakenly used an image resembling China’s national emblem, sparking political controversy. The city government acknowledged a failure in its review process and apologized. The material has been taken down, and those responsible will be held accountable.
Reverse fatty liver without medication! An engineer improved her condition in 12 weeks with ‘6 simple steps’ and shed 11 kilograms
Published ・ Source Taiwan | 風傳媒
A 35-year-old Taiwanese woman engineer developed moderate fatty liver disease after following an extremely low-carbohydrate, high-fat diet. With 6 lifestyle changes under a doctor's guidance, she reversed the condition in 12 weeks and lost 11 kg.
Taiwanese people love wearing them! The ‘1 must-have shoe’ looks breathable but is actually stifling; pharmacist warns that athlete’s foot could keep coming back
Published ・ Source Taiwan | 風傳媒
A pharmacist has warned about misconceptions over the breathability of popular Taiwanese clogs with holes and the risk of athlete's foot, stressing the importance of proper care and wearing habits.
Get up to 5000 yuan! ‘1 county or city’ launches subsidies for household food waste processors on 8/5; application documents and eligibility requirements explained
Published ・ Source Taiwan | 風傳媒
Nantou County will begin offering subsidies for household food waste processors on August 5, 2026. The subsidy covers 49% of the purchase price, up to NT$5,000, to encourage waste reduction. Residents of the county are eligible, except those who have received the subsidy before.
Subsidies of 100,000 over 3 years! Labor Ministry Northern Branch AI and ESG courses open 20,000 training spots
Published ・ Source Taiwan | 風傳媒
The Labor Ministry's Northern Branch is rolling out an industrial talent investment program offering subsidies of up to NT$100,000 for training in fields such as AI and ESG. It is providing more than 20,000 training places to support skills development and transitions to higher-paying jobs.
Taiwan People’s Party blasts Hsu Chia-ching over ‘47 overseas trips wasting public funds’; Huang Kuang-chin mocks the criticism, saying it gets the Overseas Community Affairs Council’s work wrong
Published ・ Source Taiwan | 風傳媒
The Taiwan People's Party caucus in the Legislative Yuan questioned Overseas Community Affairs Council Minister Hsu Chia-ching over 47 overseas trips in 5 years and NT$23.83 million in public spending. Media personality Huang Kuang-chin countered that the trips were necessary given the nature of the work.
Military, civil service and education personnel could get raises of up to 9.88% next year; latest progress on ‘military and police compensation revisions’ revealed
Published ・ Source Taiwan | 風傳媒
Taiwan’s Executive Yuan announced raises of 5.88% to 9.88% next year for military personnel, civil servants and education workers. The package includes a 2000-yuan allowance starting in July and a 4% across-the-board pay raise. The relevant budget has been allocated or will be proposed as a supplementary budget. The move affects a million public employees and has drawn significant public attention.
Housing market cools: Is the ‘era of major urban renewal’ over? Nationwide demolition permits hit a 6-year low as experts point to a key turning point
Published ・ Source Taiwan | 風傳媒
Taiwan issued just 1846 residential demolition permits in the first half of 2025, down 17.8% year over year and the lowest in 6 years. Experts say the impending sunset of the Dangerous and Old Buildings Act, high construction costs and tighter financing have reduced developers’ willingness to consolidate properties, cooling the urban renewal boom.
Could Hsu Chia-ching also be vulnerable to infiltration by the Chinese Communist Party? Shen Cheng-nan points to a fatal vulnerability in officials’ overseas visits, saying it is more serious than spending public money on sightseeing
Published ・ Source Taiwan | 風傳媒
Overseas Community Affairs Council Minister Hsu Chia-ching has faced concerns about corruption and national security infiltration after spending public funds on a 26-day overseas visit and allowing her son to jump the queue for an event, conduct the Control Yuan ruled illegal. Physician Shen Cheng-nan questioned whether traveling abroad alone could make her a target for foreign intelligence services and called for her to undergo a loyalty polygraph test.
The Bureau of Labor Insurance under the Ministry of Labor will begin paying National Pension maternity benefits on August 6. Higher premiums have raised the benefit to NT$42,206. Applications must be filed within 5 years of childbirth.
Taiwan stock funds and ETFs see a major reshuffle in performance! Experts advise ‘stop trying to call the bottom’ and recommend this approach for steadier returns
Published ・ Source Taiwan | 風傳媒
Market volatility in July reshuffled the performance rankings of Taiwan stock-related investment products. Taiwan equity funds and passive ETFs outperformed the index, while active ETFs lagged. Experts recommend a long-term strategy rather than trying to predict market bottoms.
Why have Jiang Zhigang and Shih Chung-liang suddenly rushed to take the blame for tainted oil? Yin Wei reconstructs the process: Lai Ching-te personally endorsed the release of oil that was 20% toxic
Published ・ Source Taiwan | 風傳媒
Amid Taiwan's food safety crisis over carcinogenic oil from 中聯, senior government officials have clashed over responsibility. Yin Wei accused Lai Ching-te of involvement, putting political accountability under scrutiny.
The tiny holes on baseball caps aren’t just for looks! Players reveal 2 real functions, including a surprising practical use
Published ・ Source Taiwan | 風傳媒
The small holes at the top of a baseball cap are more than decoration: they serve three key functions related to ventilation, durability and relieving vacuum pressure. Professional players and specialist brands have explained their practical purpose, helping consumers better understand them.
AI and drones head into forest fire zones! France uses an AI detection system to give firefighters a crucial 15 minutes
Published ・ Source Taiwan | 風傳媒
France has introduced a forest fire monitoring system using AI and drones, giving firefighters a crucial 15 minutes. FireTracking and Midgard supplied the technology.
Chi Mei and the National Museum of Natural Science lose out! Taiwan’s most popular museum drew 7,080,000 visitors; visitors praise its diverse exhibits and say it is well worth the price of admission
Sun Li and Chen Duling lose out! The No. 1 most beautiful heroine in a Republican-era Chinese drama in the TOP10 is her: She exudes the aura of a refined young lady, and viewers fall in love at first sight
Published ・ Source Taiwan | 風傳媒
An article ranks beautiful heroines in dramas set during the Republic of China era and analyzes the actresses' performances and costumes.
ASE’s sustainability exploration camp heads south to Kaohsiung, giving children the chance to plant a tree themselves
Published ・ Source Taiwan | 風傳媒
The ASE Sustainability Exploration Camp, organized by 張姚宏影慈善文教基金會, was held in Kaohsiung for the first time this year. It brings together corporate and school resources to promote sustainability education for elementary school students, with an emphasis on hands-on activities and local connections.
The Journalist: July 4 meeting minutes reveal shocking details—is the Food and Drug Administration being duped by 中聯, or is it acting as the company’s protector?
Published ・ Source Taiwan | 風傳媒
Minutes from a July 4 meeting of the Taiwan Food and Drug Administration revealed that officials accepted 中聯油's false and misleading explanation without verifying it. The oversight body's incompetence has undermined public trust.
Could Taipei suspend work and classes tomorrow? Will White Dolphin announce a “typhoon preparedness day” early? Chiang Wan-an responds
Published ・ Source Taiwan | 風傳媒
Taipei Mayor Chiang Wan-an announced enhanced disaster preparedness as Typhoon White Dolphin approaches. Whether work and classes will be suspended will depend on weather alerts. The decision, which affects residents’ lives and city operations, is drawing keen attention.
BNT vaccine procurement scandal widens: Tzu Chi Foundation allegedly defrauded of NT$1 billion by lawyer; investigators seize cash, luxury cars and mansions in full
Published ・ Source Taiwan | 風傳媒
Tzu Chi Foundation, seeking to urgently procure BNT vaccines, was allegedly defrauded of more than NT$1 billion by lawyer Chen Yu-hsuan and broker Li ○-ru. Investigators have seized cash, gold, luxury cars and mansions, confiscating assets to cover the full amount. The case highlights a major crisis of social trust during the pandemic.
Not a single one left! Old noodle shop “東發號” hit with a flood of one-star reviews online, hastily paints over signatures by Shen Po-yang and Chiang Wan-an
Published ・ Source Taiwan | 風傳媒
東發號, a long-established noodle shop at Taipei's Raohe Night Market, came under fire over political candidates' autographs and painted over both signatures. The backlash from consumers reflected concerns about a lack of political neutrality.
《毛骨悚然的戀愛》 and 《鬼謎東宮》 lose out! Taiwan’s 10 most popular recent Korean dramas: this one takes the top spot, crushing 《鐵拳教育》 in popularity—too good to miss
Published ・ Source Taiwan | 風傳媒
『金特務:本色回歸』 topped the list of Korean dramas attracting the most attention in Taiwan recently, with 26,131 mentions, surpassing 《鐵拳教育》 and 《鬼謎東宮》. The ranking reflects Taiwanese viewers’ enthusiastic response to Korean dramas with high production values and compelling plots.
From makeup to protective gear! The only female award winner nationwide, Kuo Yu-hsuan, takes bronze in welding at the 56th National Skills Competition
Published ・ Source Taiwan | 風傳媒
16-year-old Kuo Yu-hsuan won a bronze medal in welding at the 56th National Skills Competition, becoming the only female medalist. The achievement symbolically demonstrates the value of skills beyond gender.
Should Taiwanese be worried? China’s global tax-audit scope revealed; scholars identify several types of assets—not just the wealthy will avoid showing off
Published ・ Source Taiwan | 風傳媒
China has launched a “global tax audit” targeting the overseas assets of wealthy individuals. Tax assessments going back 25 years are possible, raising concerns about the impact on Taiwanese people as well.
Hottest groups in early trading: Taiwan stocks retreat amid volatility; robotics and optoelectronics shares rise, while 台積電 falls NT$40 and 聯發科 drops nearly 2%
Published ・ Source Taiwan | 風傳媒
Taiwan's stock market fell today, with major semiconductor companies declining while machinery and optoelectronics stocks gained. Sector rotation is underway.
Military, civil service and education personnel get more than a pay raise—pensions are rising too! Monthly pension increase for civil servants revealed; government has budgeted NT$11.4 billion
Published ・ Source Taiwan | 風傳媒
In response to rising prices, Taiwan’s government has decided to raise monthly pensions for military, civil service and education personnel by nearly 6% and give current employees a 4% pay raise. The policy will benefit nearly 550,000 retirees, reflecting the government’s commitment to ensuring fair compensation for public-sector workers.
旺旺 and 科學麵 lose out! Taiwan’s top snack is this one: “crispy, not greasy, and so addictive”—people snap it up as soon as they see it
Published ・ Source Taiwan | 風傳媒
Yahoo Shopping released its ranking of popular snacks for Taiwan's 2026 Ghost Month season. 可樂果 took two top spots, while 旺旺 and 科學麵 also performed well. Fortunate-sounding product names and new flavors drew attention.
Taiwan’s representative to Japan, 李逸洋, attends Hiroshima atomic bombing memorial ceremony, urges world to recognize threat of China’s nuclear expansion
Published ・ Source Taiwan | 風傳媒
Taiwan's representative to Japan, Lee Yi-yang, attended the Hiroshima Peace Memorial Ceremony and said China's expansion of its nuclear arsenal poses a serious threat to world peace. It was Taiwan's 2nd participation since the war, sending a strong message to the international community.
Enhanced protection for fitness enthusiasts: 安達人壽安心溢起動 wins Best Product Innovation Award at the Insurance Faith, Hope and Love Awards
Published ・ Source Taiwan | 風傳媒
安達人壽 launched 安心溢起動, a term insurance product for fitness enthusiasts. Its innovative coverage design won the Best Product Innovation Award at the 2026 Insurance Faith, Hope and Love Awards, marking the company’s 16th award. The policy strengthens coverage for fractures, outpatient care and specified accidents.
Targeting surging AI computing demand in Southeast Asia! KONST joins forces with SM+ and LGSM to build GPU cloud hub in Jakarta
Published ・ Source Taiwan | 風傳媒
Taiwanese AI infrastructure company KONST has partnered with SM+ and LGSM to establish a GPU cloud hub in Jakarta, responding to Southeast Asia's rapidly growing demand for AI computing.
Companies mentioned:SM+ Data Centers、LG Sinar Mas、技嘉科技(GIGABYTE)、Raydian Cloud
Will 2 years of excessive deductions from public-sector pensions go unrepaid? 李來希 suddenly posts obituary: “Justice delayed is worthless—can you live with your conscience?”
Published ・ Source Taiwan | 風傳媒
Lee Lai-hsi has stepped up criticism over delays in repaying retirement benefits that were excessively deducted under Taiwan's pension reform, prompted by the death of a colleague. About 180,000 people have begun receiving compensation, but the 2-year delay has drawn criticism.
【泰鼎-KY】Announcement that the board meeting to review the company’s 115 Q2 consolidated financial report is scheduled for 115年08月13日
Published ・ Source Taiwan | 臺灣證券交易所
泰鼎-KY plans to submit its consolidated financial report for the 2nd quarter of 2026 to its board of directors on August 13. This is part of routine disclosure and is not a new earnings announcement.
燁輝’s board approved its 115 Q2 consolidated financial statements, reporting a cumulative net loss of NT$1.107 billion and a loss of NT$0.52 per share. This routine financial disclosure reflects current operating pressures.
【永信】Announcement on lifting the restrictions on the company’s general manager’s competitive business activities
Published ・ Source Taiwan | 臺灣證券交易所
永信藥品 (3705) resolved at a board meeting to lift restrictions on General Manager 簡志維’s competitive business activities, allowing him to concurrently serve as a director or manager at a company in the same industry. The company said the move would have no material financial impact.
【藍天】Announcement of board resolution approving matters related to capital increases in installments for 台北雙星股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
藍天’s board approved capital increases in installments for its affiliated company, 台北雙星, capped at NT$5 billion. The move is intended as a long-term investment, with the cumulative shareholding ratio remaining at 50%.
【精誠】Announcement of changes to the company’s chief financial officer, finance head, corporate governance officer and accounting head
Published ・ Source Taiwan | 臺灣證券交易所
精誠資訊 announced personnel changes in its finance and accounting leadership, with 程元毅 and 呂翡玲 taking over key roles. The changes will take effect on September 1.
【精誠】Announcement of the company’s 115 annual Q2 consolidated financial report
Published ・ Source Taiwan | 臺灣證券交易所
精誠 announced its 115 first-half consolidated financial report. Cumulative revenue was NT$27.368 billion, net income attributable to the parent company was NT$1.673 billion, and EPS reached NT$6.15.
【豐祥-KY】Announcement of amendments to certain content in the company’s 114 annual shareholders’ meeting report
Published ・ Source Taiwan | 臺灣證券交易所
豐祥-KY announced amendments to its 114 annual shareholders’ meeting report. The changes concern the implementation status of its internal control system and affect pages in the report. The revised report has been uploaded to the Market Observation Post System.
【藍天】Announcement that the company’s board has approved its 115 Q2 consolidated financial report
Published ・ Source Taiwan | 臺灣證券交易所
藍天 (2362) released its 115 Q2 consolidated financial report. First-half cumulative net income after tax was NT$2.34 billion, and earnings per share were NT$4.05.
【可寧衛*】Announcement on the board resolution of 大倉實業股份有限公司, an important subsidiary, regarding the distribution of 2nd-quarter cash dividends for 115
Published ・ Source Taiwan | 臺灣證券交易所
可寧衛 subsidiary 大倉實業 resolved to distribute cash dividends for the 2nd quarter of 115, totaling approximately NT$174 million, or approximately NT$2.6 per share.
【義隆】Announcement of a change in the Company's corporate governance officer
Published ・ Source Taiwan | 臺灣證券交易所
義隆 Electronics announced a change in its corporate governance officer. 駱姿蓓 will succeed former officer 陳義麟, with the change expected to take effect on Aug. 17, 115.
【可寧衛*】Announcement on the board resolution of 吉衛股份有限公司, an important subsidiary, regarding the distribution of 2nd-quarter cash dividends for 115
Published ・ Source Taiwan | 臺灣證券交易所
可寧衛 subsidiary 吉衛 announced a distribution of cash dividends for the 2nd quarter of 115, totaling approximately NT$199 million, or approximately NT$4.87 per share.
【志強-KY】Announcement of the Company's unaudited consolidated revenue for July 115
Published ・ Source Taiwan | 臺灣證券交易所
志強-KY reported unaudited consolidated revenue of approximately US$45.09 million in July, down 3.03% year over year. Revenue for the first 7 months totaled approximately US$386 million, down 3.36% year over year.
【視陽】Announcement that the board of directors resolved not to distribute earnings for the first half of 115
Published ・ Source Taiwan | 臺灣證券交易所
視陽 (6782) resolved at a board meeting on Aug. 5, 115, not to distribute earnings for the first half of 115. The earnings will be combined with those for the second half for calculation.
【興能高】Announcement of a change in the vice president of the marketing and sales division
Published ・ Source Taiwan | 臺灣證券交易所
興能高 (6558) announced on Aug. 5, 115, a change in the vice president of its marketing and sales division. 林佳民, formerly a special assistant in the president's office, will take over.
【易華電】Announcement that the board of directors approved the Company's financial report for the 2nd quarter of 115
Published ・ Source Taiwan | 臺灣證券交易所
易華電 announced its financial report for the 2nd quarter of 115. Revenue for the first half totaled approximately NT$577 million, pretax net loss was approximately NT$75.83 million, and loss per share was NT$0.90.
寶隆's board resolved on dividend distributions for the first half of 115, with both cash and stock dividends set at zero. This reflects the company's current strategy of retaining earnings and sends a cautious signal to investors.
【寶隆】Announcement that the board of directors approved the Company's separate financial report for the 2nd quarter of 115
Published ・ Source Taiwan | 臺灣證券交易所
寶隆(1906)announced its financial results for the 2nd quarter of 115, with first-half earnings per share of NT$0.22. The company's cumulative net profit reached NT$33.242 million, and the financial data comply with financial reporting announcement procedures.
【華固】Plans to sell some units and parking spaces in 華固譽誠 to a related party
Published ・ Source Taiwan | 臺灣證券交易所
華固建設(2548)announced the sale of some properties in 華固譽誠 to senior company executives and their family members, with an expected profit margin of 23-25%.
【華固】Signs a contract with a related party for the “building and interior finishing works” for 華固芙心
Published ・ Source Taiwan | 臺灣證券交易所
華固 signed a building and interior finishing works contract worth approximately NT$567 million with its subsidiary 品興營造 for the construction and sale of buildings. The related-party transaction has been approved by the board.
【可寧衛*】Announcement that the board of 大寧股份有限公司, an important subsidiary, approved a donation
Published ・ Source Taiwan | 臺灣證券交易所
大寧股份, a subsidiary of 可寧衛, donated NT$5 million, highlighting its corporate social contribution. The board approved the donation, and the relationship with the relevant organization was also disclosed.
【亞泥】Announcement of details for the Company's 2nd-quarter 115 investor conference
Published ・ Source Taiwan | 臺灣證券交易所
Taiwanese cement company 亞泥 (1102) announced that it will hold an investor conference for the 2nd quarter of 2026. The online event will take place on August 17, and advance registration is required.
【亞泥】Announcement of the date of the board meeting to review the Company's financial report for the 2nd quarter of 115
Published ・ Source Taiwan | 臺灣證券交易所
亞泥 announced that it will hold a board meeting on Aug. 13, 115, to review its financial report for the 2nd quarter. This compliance announcement reflects its financial transparency practices and provides useful information for investors.
Dimon warns of excessive market leverage: “Someone will always disrupt the market”
Published ・ Source Taiwan | 鉅亨網
Morgan Stanley CEO Jamie Dimon warned that leverage in financial markets is high. He said hidden borrowing in particular could threaten market stability, presenting an important risk signal for investors.
Trump and Warsh spoke multiple times less than 3 months after the Fed chair took office
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump has spoken several times in just a few months with Warsh, the new Fed chair, since his appointment. The unusual contacts break with recent convention emphasizing central bank independence and have raised concerns about their impact on policy.
Breaking through the interface bottleneck in two-dimensional semiconductor materials: NSTC-backed TSMC team opens new prospects for the post-silicon era
Published ・ Source Taiwan | 鉅亨網
A Taiwanese research team has overcome an interface problem in two-dimensional semiconductors and developed a high-performance monolayer MoS₂ top-gate transistor. With support from the National Science and Technology Council and TSMC, the research was published in Nature Electronics, opening a new path for semiconductor technology in the post-silicon era.
Shortage wave hits AI data centers: Nokia buys NXP plant to secure InP capacity
Published ・ Source Taiwan | 鉅亨網
Nokia acquired NXP’s U.S. plant and is building its own production capability for InP semiconductors for AI data centers. The strategic move addresses rising demand for optical communications and aims to eliminate supply chain vulnerabilities.
Bezos sells Amazon shares for the first time this year, cashing out US$350 million
Published ・ Source Taiwan | 鉅亨網
アマゾン founder Jeff Bezos sold shares for the first time this year, receiving about $350 million. He remains its largest shareholder, amid アマゾン’s strong performance.
Samsung’s 4nm capacity is fully booked through next year; it is aggressively promoting 5nm to capture a wave of order transfers from China and India.
Published ・ Source Taiwan | 鉅亨網
Samsung’s 4nm production capacity is expected to remain fully booked through next year, prompting the company to promote 5nm to attract customers shifting orders from China and India. The move reflects a strategic adjustment in the race for advanced process technology and has significant implications for the global semiconductor supply chain.
Iranian president: It is currently difficult to contact Supreme Leader Mojtaba.
Published ・ Source Taiwan | 鉅亨網
Iranian President Pezeshkian emphasized the importance of Supreme Leader Mojtaba Khamenei as a spiritual pillar, even as he described communication with him as difficult. He supported a U.S.-Iran cooperation memorandum and criticized domestic divisions. His remarks came as the country faced external pressure, underscoring political instability.
Graphics card prices are soaring! Popular models are repriced daily, and the RTX 5090 surged by RMB 4,000 in a single week.
Published ・ Source Taiwan | 鉅亨網
Unusual price surges hit China’s GPU market in early August, with NVIDIA and AMD raising prices in succession. The moves come amid tight memory supplies driven by AI demand.
Yardeni: AI trading enters an era focused on results as markets stop paying for hype.
Published ・ Source Taiwan | 鉅亨網
According to a report by Yardeni Research, AI investment is shifting from mere expectations to a focus on results. Capital spending by cloud giants, unfulfilled contracts and revenue growth are key to valuations, and the market is taking a differentiated view.
Companies mentioned:Amazon、Alphabet、Microsoft、Oracle、OpenAI、Anthropic、S&P Global Ratings、Sightline Climate、Goldman Sachs
〈Stock Focus〉Auras’ GB-series orders increase, July revenue hits a record, and shares return to the NT$1,000 club after limit-up gains.
Published ・ Source Taiwan | 鉅亨網
Auras’ July revenue rose more than 一倍 year on year to NT$3.765 billion, a record for a single month, driven by additional orders for 輝達’s GB series and demand for liquid cooling. Its shares hit the daily limit, returning to the NT$1,000 club and reflecting continued strength in demand for AI server cooling.
NVIDIA urgently seeks Chinese AI base-station suppliers as it prepares to launch an edge-computing network next year and the year after.
Published ・ Source Taiwan | 鉅亨網
U.S. semiconductor giant NVIDIA has partnered with a Chinese base station maker and is accelerating development of 6G base stations with AI processing capabilities. The move is a strategic step toward the edge AI era, with trial deployment targeted for 2027–2028.
〈Property〉Cooling housing market weighs on urban renewal progress; demolition permits across Taiwan in the first half hit a 6-year low for the same period.