AI News 180m Report

2026-08-06 15:00–18:00 JST

1135 received, 1135 listed, 5 sources ・ Page 12 of 12

One place for news and notices from 2 countries/regions: Taiwan, 634 items from 4 sources; Japan, 501 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(52)

Can weight-loss injections do more than help people lose weight? National Taiwan University retrospective study finds they may reduce obesity-related cancers

Published ・ Source Taiwan | 風傳媒

A study by National Taiwan University’s Department of Obstetrics and Gynecology found that non-diabetic people with obesity who used GLP-1 drugs had a 41% lower risk of obesity-related cancers. The findings, published in Annals of Oncology, suggest metabolic drugs may have cancer-prevention potential.

Companies mentioned:台大医院、阳明交通大学、Houston Methodist

Not Japan or the United States! This country tops the 2026 list of the world’s 10 best countries to relocate to; Taiwan ranks fifth, with 2 reasons leaving foreigners highly satisfied

Published ・ Source Taiwan | 風傳媒

The 2026 Rumavi Global Relocation Index has been released, with Estonia taking first place and Taiwan ranking fifth. Safety and healthcare were highly rated by foreigners, highlighting Taiwan’s growing international competitiveness as a place to live.

Companies mentioned:Rumavi

Iran issues stern warning to the United States: Launch another attack and we will retaliate twice as hard……your allies

Published ・ Source Taiwan | 風傳媒

Iran warned it would retaliate against Gulf allies in preparation for a U.S. military attack. Talks on navigation through the Strait of Hormuz have also been delayed by U.S. threats.

Taoyuan Youth Entrepreneurship Expo brings together more than 200 teams, linking resources across industries to put startups on the world stage

Published ・ Source Taiwan | 風傳媒

The Youth Startup Expo, hosted by the Taoyuan City Government and the Industrial Technology Research Institute, was held with more than 200 startup teams taking part. It is promoting international cooperation in smart manufacturing, green technology and smart healthcare, and supporting the growth of startups from Taiwan.

Companies mentioned:工業技術研究院、國立陽明交通大學、聯新國際醫院、亞果生醫、台灣若美科技、摩絡人工智慧、在一起永續科技、互宇向量

Century-old Yingge ceramics brand backs 蘇巧慧! 新旺集瓷 director: She is the superhero of my life; hopes she will be elected New Taipei City mayor

Published ・ Source Taiwan | 風傳媒

Wu Chia-hua, director general of Yingge’s century-old ceramics brand 「新旺集瓷」, publicly endorsed Su Chia-hui, a candidate for New Taipei mayor. She praised her as a “superhuman in life,” and former President Tsai Ing-wen also sent a message of support.

Companies mentioned:新旺集瓷

綻雅 promotes premium clear aligners, expands assessment options for complex dental alignment

Published ・ Source Taiwan | 風傳媒

Zenyum綻雅 unveiled its premium clear aligner treatment, “Zenyum Clear Ultra,” which can also address cases involving tooth extraction and severe misalignment. A dentist’s assessment is essential, but the treatment expands options for more complex cases.

Taiwan | 鉅亨網(29)

文曄 Q2 profit surges to 9.7 billion yuan, setting a record; Q3 expected to hit another high

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original單季淨利達 97.13 億元
  • Earnings per share: 7.68 yuan
  • Original營收約達 5,720 至 6,120 億元
  • Original淨利歸屬於母公司業主達 95.59 億至 107.86 億元
  • Earnings per share estimated at about 7.55 to 8.52 yuan
  • Original文曄第二季營收 5,906.94 億元
  • Original文曄上半年營收 1 兆 849.67 億元

Companies mentioned:文曄、Future Electronics

Are 特斯拉 and SpaceX quietly merging? AI is the biggest link

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 特斯拉 fell 1.8% that day, closing at $321.55.
  • Original第二季 AI 資本支出達 158 億美元
  • Original高於去年同期的 7.49 億美元
  • AI computing capacity rises to 1.4GW
  • Up from 0.4GW in the same period last year
  • Original特斯拉第二季在新廠房及設備上的資本支出為 58 億美元
  • Original高於 2025 年第二季的 24 億美元
  • 特斯拉’s China factory sold 93,579 vehicles in July
  • Up 38% from the same period last year

Companies mentioned:特斯拉、SpaceX、Anthropic、Google、中國乘用車市場信息聯席會

AI “mining hubs” get an overhaul! Experts identify Taiwan and South Korea as “cornerstones” of the global supply chain, while Malaysia becomes an AIDC powerhouse

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Corporate earnings in emerging markets (EPS) went through a lackluster period from 2010 to 2020

Companies mentioned:富蘭克林坦伯頓、台積電、聯發科、台達電、光寶

精湛光學 posts strong Q2 profit; first-half after-tax net income jumps 1.8 times, EPS at 1.29 yuan

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Earnings per share: 1.29 yuan
  • Original第二季稅後賺 4030 萬元
  • Up 2.84 times from the previous quarter
  • Up 14.82 times year over year
  • Quarterly earnings per share: 1.01 yuan
  • Original稅後純益 5079 萬元
  • Original第二季營收 1.9 億元
  • Gross margin: 53.07%
  • Original上半年 營收 3.47 億元
  • Gross margin: 50.16%
  • Original7 月營收 1.06 億元
  • Up 57.9% from the previous month
  • Up 75.8% year over year
  • Original7 月營收 4.5 億元

Companies mentioned:精湛光學、先聯科技

任天堂 Q1 profit surges, driven mainly by tariff refunds and Switch 2 software sales

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original營收較去年同期下降 9.5% 至 5,178 億日元
  • Original歸屬於母公司的淨利潤大幅增長 53.5%,達到 1,474 億日元
  • Original分析師預測的 1,170 億日元
  • Original營業利潤更飆升 150.5% 至 1,426 億日元
  • Digital sales grew 90% year over year
  • Original日元疲軟也為銷售額貢獻了約 390 億日元的正面影響
  • OriginalSwitch 2 在當季售出 382 萬台
  • Original軟體方面,銷量達到 946 萬份
  • Original內部開發的《朋友收藏:夢想生活》(7.94 萬份)
  • Original預計年度營業利潤為 3,700 億日元

Companies mentioned:任天堂

Tempted by 16% yields! As global trade shifts away from the US, 富坦 sees emerging-market gains taking off in “these 2 countries”

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Bond yields as high as 16%
  • High interest rates of 14%
  • Inflation held at 4.6%
  • Trade among emerging countries is projected to rise from the current 20% to more than 30%
  • Rail transport to Europe takes just 15 days
  • The emerging-market currency index remains 4 to 5 tenths below levels during the 2002 and 2009 crises

Companies mentioned:富蘭克林坦伯頓、富坦

Dual earnings drivers boost 聯邦銀: first-half profit reaches 3.5 billion yuan, up 34%; EPS at 0.65 yuan

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original上半年稅後純益達 35.4 億元
  • Up 34.09% from the same period last year
  • Earnings per share (EPS): 0.65 yuan
  • Original總資產規模達 1.05 兆元
  • Original總存款平均餘額逾 8489 億元
  • Up 3.47% year over year
  • Original總放款平均餘額逾 6624 億元
  • Up 6.61% year over year
  • Net interest income rose 18.06% year over year
  • Original信用卡整體營收達 31.78 億元
  • Up 7 year on year.

Companies mentioned:聯邦銀行、聯邦證券、MaiCoin、萊爾富、證交所

Gold completes its “reset”! Breaks through $4,200 resistance as bulls regroup

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Spot gold breaks through the key level of $4,200 per ounce
  • Intraday gain reaches 3.2%
  • Gold prices are about $200 higher
  • Up only about 1% from the low

Companies mentioned:The Market Ear、LSEG Workspace、高盛、上海期貨交易所(SHFE)

Memory stocks suffer a bloodbath; Musk’s words restore confidence: the supply shortage is just beginning

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • SK 海力士 (000660KS) and 三星電子 (005930KS) fell 10.3% and 6.3%, respectively, on Thursday
  • Memory production grows about 20% annually
  • Demand is growing 200% a year or more

Companies mentioned:SanDisk、威騰電子、SK 海力士、三星電子、鎧俠、SpaceX、特斯拉、希捷科技、高盛

SK海力士 suffers a sudden 30% “flash crash” in Nextrade premarket trading, raising questions about its trading mechanism

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 1,168,000 won per share
  • 50 minutes
  • Down slightly, by about 2%
  • Losses at one point reached 9.8%
  • Original近 6,000 萬美元
  • Original23 萬美元
  • Deviation of more than 10%
  • 兩 minutes

Companies mentioned:SK海力士、Nextrade、Hyperliquid、KRX

Taiwan stocks plunge 3,000 points in July; net subscriptions to 0050 exceed NT$170 billion, a record high

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Taiwan stocks plunge more than 3,000 points in July
  • Net subscriptions to benchmark ETF Yuanta Taiwan 50 (0050-TW) exceed NT$170 billion
  • Monthly net subscriptions to Taiwan-listed ETFs top NT$550 billion
  • Net subscriptions reach NT$176.62 billion, respectively
  • 0056 defies the trend, attracting more than NT$37.67 billion in inflows
  • Monthly net subscriptions reach NT$151.6 billion
  • Attracts another NT$168.5 billion
  • Gains 24.3% over the subsequent six months
  • Gains 24.3% to 147.3% over the subsequent six months
  • Gains 40.5% over the subsequent year
  • Gains 40.5% to 314.9% over the subsequent year
  • Falls 13.5% in a single day on 7/17

Companies mentioned:元大台灣 50(0050-TW)、00631L、0056

After cutting losses to survive, Situational Awareness fund has spent $400 million returning to the investment market

Published ・ Source Taiwan | 鉅亨網

The Situational Awareness fund, led by 25-year-old investor Leopold Aschenbrenner, a former OpenAI researcher, reinvested $400 million in private companies after a margin-call crisis sharply reduced its assets. The move signaled its determination to make a comeback.

Companies mentioned:OpenAI、Anthropic、Fluidstack、MatX、Citadel、D1 Capital

History’s third stock to top NT$10,000! Taiwan’s top-performing stock 川湖 surges more than 40% in 5 days; outlook to be shared at tomorrow’s investor conference

Published ・ Source Taiwan | 鉅亨網

Shares of server-rail maker King Slide topped NT$10,000 amid rising demand for AI servers, making it Taiwan’s 3rd stock in history to reach the 10,000 mark. The company will outline its plans at an investor conference tomorrow.

Companies mentioned:信驊 (5274-TW)、穎崴 (6515-TW)

Taiwan stocks after the close: Heavyweights falter, high-priced stocks rally; index falls 214 points but holds above the quarterly line, ending a streak of 4 straight daily gains

Published ・ Source Taiwan | 鉅亨網

Taiwan’s stock market fell on weakness in large-cap electronics and financial shares, closing at 44,396.7 points and ending a four-day winning streak. Steel, cooling and high-priced stocks, however, held firm.

Companies mentioned:台積電 (2330-TW)、聯發科 (2454-TW)、鴻海 (2317-TW)、群創 (3481-TW)、台達電 (2308-TW)、富邦金 (2882-TW)、國泰金 (2881-TW)、凱基金 (2883-TW)、台新新光金 (2887-TW)、元大金 (2885-TW)、東和鋼鐵 (2006-TW)、大成鋼 (2027-TW)、新鋼 (2032-TW)、新光鋼 (2031-TW)、富世達 (6805-TW)、建準 (2421-TW)、邁科 (6831-TW)、雙鴻 (3324-TW)、奇鋐 (3017-TW)、建策 (3653-TW)、泰碩 (3338-TW)、信驊 (5274-TW)、川湖 (2059-TW)

OriginalAI狂潮變雙面刃!台韓科技股劇烈震盪 新興市場波動超越新冠疫情

Published ・ Source Taiwan | 鉅亨網

The AI boom drove Taiwan and South Korean semiconductor stocks sharply higher, but was quickly followed by a steep correction, pushing emerging-market volatility above its pandemic peak. A major foreign-investor exodus has exposed concentration risks and challenged investment strategies.

Companies mentioned:MCP Emerging Markets、BNP Paribas、MSCI、Amundi、Union Bancaire Privée (UBP)、London Stock Exchange Group (LSEG)、JPMorgan、Samsung Electronics、SK Hynix、Taiwan Semiconductor Manufacturing Company、Alibaba、Tencent

Century Wind Power posts first-half EPS of 9.3, a record for the period; order visibility extends to 2029

Published ・ Source Taiwan | 鉅亨網

Century Wind posted first-half net income after tax of NT$1.691 billion this year and EPS of NT$9.3, both record highs. Its order visibility extends through 2029, and it is accelerating growth by increasing its EPC share and pursuing M&A.

Companies mentioned:世紀樺欣 (7752-TW)

Putin announces formation of unmanned combat systems unit to counter Ukrainian drone attacks

Published ・ Source Taiwan | 鉅亨網

Russian President Vladimir Putin announced the creation of a new branch of the military, the Unmanned Operations Systems Corps, to counter Ukrainian drone attacks. The move comes amid repeated attacks on civilian and defense-industry facilities.

Companies mentioned:ウラル無人機工場

宏碁 founder Stan Shih sees promise in NEO Semiconductor, whose breakthrough could chart a new course for overcoming AI memory bottlenecks

Published ・ Source Taiwan | 鉅亨網

OriginalNEO SemiconductorがFMS 2026でX-SRAMとNEO.AIプラットフォームを発表。宏碁創設者・施振榮氏がその革新性を評価し、AIメモリ分野への期待を表明しました。

Companies mentioned:宏碁、台積電、国立陽明交通大学、国家実験研究院台湾半導体研究中心

Ukraine announces it has attacked more than 100 strategic targets in Russia over the past 40 days

Published ・ Source Taiwan | 鉅亨網

Ukraine’s Security Service said it had attacked more than 100 strategic Russian targets over the past 40 days. The targets included defense-industry and energy facilities, with the aim of weakening Russia’s ability to sustain the war.

DeepSeek announces steep API price hikes, shifting from low-cost competition to commercial monetization

Published ・ Source Taiwan | 鉅亨網

Chinese AI company DeepSeek sharply raised its API prices, making a decisive shift toward monetization. The strategic change, backed by its market power, will affect pricing across the industry.

Companies mentioned:OpenAI、Anthropic、OpenRouter、Vercel、NVIDIA

Repeated attacks on Russian e-commerce warehouses leave traditional retailers on edge

Published ・ Source Taiwan | 鉅亨網

Warehouses belonging to Russia’s major e-commerce platforms Wildberries and Ozon were repeatedly hit by Ukrainian drone attacks. Traditional retailers are also considering rebuilding their supply chains.

Companies mentioned:Wildberries、Ozon、Red & White

A savvy move? Just after Duan Yongping said he would not sell for 10 years, he trimmed his Pop Mart stake—the truth differs from market speculation

Published ・ Source Taiwan | 鉅亨網

The stake held by prominent investor Duan Yongping in Pop Mart fell from 7.65% to 5.55%. The change resulted from settlements involving derivatives, not market sales. He had just said he would not sell for 10 years, indicating that his long-term holding stance remains unchanged.

How to choose U.S. stock ETFs? A guide to popular funds and a comparison of 009826 and VT

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • SOXX surges 111.32% over the past year
  • SMH also gains 87.75%
  • OriginalQQQ、QQQM、VOO、VTI 及 SPY 等美股大型股 ETF 近一年也都有約 2 成左右的漲幅
  • SOXX remains far ahead, with a gain of 67.83%
  • SMH also posts a strong gain of 50.09%
  • Broad-market ETFs such as VOO, SPY, VTI and QQQ return about 10% to 12%
  • U.S. stocks: $10
  • Taiwan stocks: starting from just NT$100

Companies mentioned:永豐金證券、豐雲學堂、yahoo 財經、009826、VT、大戶投

Who is buying amid Taiwan’s market swings? Institutional and retail ETF moves revealed; most popular high-dividend and market-cap-weighted picks unveiled!

Published ・ Source Taiwan | 鉅亨網

With Taiwan stocks volatile recently, institutions and retail investors are actively investing in ETFs, favoring high-dividend, market-cap-weighted and actively managed products. The trend reflects investors’ desire for strategies that steadily build assets amid market swings.

Companies mentioned:永豐金證券、元大證券、復華投信、群益投信、凱基證券、富邦投信、第一金證券

Taiwan stock funds lead, active ETFs lag; 鉅亨買基金 says AI demand is unchanged and volatility offers a long-term buying opportunity

Published ・ Source Taiwan | 鉅亨網

Taiwan equity funds and passive ETFs outperformed the broader market in the first half of this year, while active ETFs underperformed. Anue Fund said short-term volatility presents an opportunity for long-term investment, given the continuing demand for AI.

Gold hits a 7-week high; expert says long-term bull trend remains intact, with prices potentially returning to $5,000

Published ・ Source Taiwan | 鉅亨網

Gold prices hit a 7-week high, and experts said the long-term uptrend is likely to continue. Geopolitical risks and distrust of currencies are among the factors behind the rise.

Companies mentioned:Gabelli 黃金基金 (GOLDX)

Last week’s pause was a period of observation! Fed’s Cook turns hawkish: if inflation does not ease, be ready to support rate hikes

Published ・ Source Taiwan | 鉅亨網

Fed Governor Lisa Cook signaled support for further rate hikes unless inflation slows. Policy uncertainty and growing hawkish sentiment within the Fed are contributing factors.

Companies mentioned:Federal Reserve、Anchorage Economic Development Corporation、CNBC

Samsung Targets Web3 Financial Ecosystem, With Native Stablecoins to Be Built Into 800 Million Galaxy Phones

Published ・ Source Taiwan | 鉅亨網

Samsung Electronics will introduce native stablecoin functionality on up to 800 million Galaxy smartphones, accelerating its push into the Web3 financial ecosystem. The move marks an important step in the convergence of blockchain and mobile payments.

Companies mentioned:Dunamu、Upbit、Circle

AI Power System Revolution: 大聯大 and 英飛凌 Team Up to Tap SST Opportunities

Published ・ Source Taiwan | 鉅亨網

大聯大旗下詮鼎集團 and 英飛凌 held an online seminar on SST technology, promoting high-efficiency power-conversion solutions for AI data centers, energy storage and EV charging. Silicon carbide (SiC) technology is key.

Companies mentioned:英飛凌、大聯大、Infineon

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