1010 received, 1010 listed, 6 sources ・ Page 11 of 11
One place for news and notices from 2 countries/regions: Japan, 811 items from 2 sources; Taiwan, 199 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Driven by demand for AI infrastructure, the semiconductor market is forecast to grow 98.3% in 2026 to reach $1.7 trillion. Supply constraints on HBM and GPUs are driving structural change.
Companies mentioned：三星、SK海力士、美光
Taiwan’s stock market has rebounded after a sharp drop, and the article explains the 二 key indicators for determining whether this is temporary or a true market bottom. It is important to identify whether the underlying cause is a liquidity correction or an economic downturn.
Taiwanese optical communications maker 聯亞 posted record sales in July, up 1.76 times year over year, amid rising demand from AI data centers. Its shares hit the daily limit-up for 5 consecutive sessions, drawing increased market attention.
As AI servers consume more power, 双鴻 and 奇鋐 are growing in the liquid-cooling market, with strong results and new product launches drawing attention.
Companies mentioned：NVIDIA、Google、AWS、AMD
SpaceX CEO Elon Musk praised NVIDIA’s next-generation AI chip, “Vera Rubin,” as “the best” and said it would be adopted across the board. NVIDIA shares then rose for 5 consecutive days, signaling sustained AI demand.
Companies mentioned：SpaceX、AMD、OpenAI、Anthropic
ジョーシャン began operations at its second Vietnam factory, JIV2, reaching annual production capacity of $600 million. Its shares briefly staged a rally at a second bottom, as expectations grew for its 百億-dollar sales target by 2040.
The new-home market in northern Taiwan remained weak in July, with the Sinyi Realty housing indicator staying at a recessionary yellow-blue light (35.5 points); supply edged up slightly. Summer vacation and typhoons dampened buying interest, while developers lacked confidence in launching projects. Unsold inventory climbed to 1,600 units and is moving slowly. The housing market could face pressure in 2026 from funds being drawn into stocks and policy restrictions.
Companies mentioned：寶亞、愛山林、裕隆建設、瓏山林建設
OriginalM31が信驊を戦略的投資者として私募増資で迎え、AIサーバーIP分野での協力を深化させる。両社は資金と技術連携を通じて市場競争力を強化する。
Companies mentioned：信驊 (5274-TW)
Clevo expects laptop shipments in the second half to exceed those in the first half and is raising NT$5 billion for the Taipei Twin Towers development. The company will strengthen its focus on high-value products and AI retail, a move with strategic significance for the industry and regional economy.
Companies mentioned：群光廣場百貨、百腦匯、輝達、新光人壽
Satsudora Holdings has filed its securities report for the 10th fiscal year, covering May 16, 2025, through May 15, 2026.
Companies mentioned：サツドラホールディングス株式会社