AI News 180m Report｜2026-08-06 12:00–15:00 JST｜Page 11 of 11https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.htmlOne 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.en 2026 chip forecast: Sales to surge 98.3%, approaching $1.7 trillion.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833080https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833080Thu, 06 Aug 2026 12:30:03 +0900Taiwan鉅亨網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. Cnyes Investment Radar》Taiwan stocks plunge, then rebound! 2 key signals reveal whether the market has truly bottomed or is staging a false recovery.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833081https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833081Thu, 06 Aug 2026 12:22:39 +0900Taiwan鉅亨網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. 〈Stock Focus〉Lumentum Taiwan stages a sharp rebound with 5 straight limit-up sessions; July revenue hits a record, up 1.76 times year on year.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833082https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833082Thu, 06 Aug 2026 12:20:32 +0900Taiwan鉅亨網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. 《Value Investing: Latest Industry Research Report》Auras (3324-TW), AVC (3017-TW): Rising AI server power consumption brings liquid cooling into a high-volume growth phase.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833083https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833083Thu, 06 Aug 2026 12:06:33 +0900Taiwan鉅亨網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. Musk hails NVIDIA’s “best AI chip” as shares rise for 5 straight sessions against the trend.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832610https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832610Thu, 06 Aug 2026 12:00:11 +0900Taiwan鉅亨網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. 〈Stock Focus〉Johnson Health Tech’s new Vietnam plant boosts operations; shares hit a second limit-up but failed to stay there.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832611https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832611Thu, 06 Aug 2026 11:37:17 +0900Taiwan鉅亨網ジョーシャン 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. 〈Property〉Demand for new homes in northern Taiwan failed to recover in July, with the Sinyi Realty housing indicator still flashing its recessionary yellow-blue light.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832612https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832612Thu, 06 Aug 2026 11:31:07 +0900Taiwan鉅亨網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. M31 brings in Aspeed as a strategic investor through a private placement, deepening cooperation on AI server IP.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832613https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832613Thu, 06 Aug 2026 11:27:49 +0900Taiwan鉅亨網M31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。 Clevo expects laptop shipments to grow in the second half and will raise NT$5 billion for the Taipei Twin Towers project.https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832614https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1832614Thu, 06 Aug 2026 11:18:24 +0900Taiwan鉅亨網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. Securities Report—10th Fiscal Year (2025/05/16–2026/05/15)https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833526https://ainews.idaeo.ai/180m/20260806-12/index-en-p11.html#n1833526Thu, 06 Aug 2026 14:00:00 +0900JapanEDINET 金融庁開示Satsudora Holdings has filed its securities report for the 10th fiscal year, covering May 16, 2025, through May 15, 2026.