# AI News 180m Report｜2026-08-06 15:00–18:00 JST｜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.

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

- Published: 2026-08-06T14:17:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154516
- anchor: #n1834060
- Companies mentioned: 台大医院、阳明交通大学、Houston Methodist

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.

## 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: 2026-08-06T14:16:36+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154519
- anchor: #n1834061
- Companies mentioned: Rumavi

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.

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

- Published: 2026-08-06T14:01:28+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154517
- anchor: #n1834062

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: 2026-08-06T13:50:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154530
- anchor: #n1834063
- 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

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.

## 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: 2026-08-06T13:13:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154529
- anchor: #n1834073
- Companies mentioned: 新旺集瓷

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.

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

- Published: 2026-08-06T12:22:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154522
- anchor: #n1834091

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.

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

- Published: 2026-08-06T17:04:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562250
- anchor: #n1836436
- Companies mentioned: 文曄、Future Electronics

Facts:
- 單季淨利達 97.13 億元
- Earnings per share: 7.68 yuan
- 營收約達 5,720 至 6,120 億元
- 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
- 文曄第二季營收 5,906.94 億元
- 文曄上半年營收 1 兆 849.67 億元

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

- Published: 2026-08-06T17:00:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561511
- anchor: #n1836437
- Companies mentioned: 特斯拉、SpaceX、Anthropic、Google、中國乘用車市場信息聯席會

Facts:
- 特斯拉 fell 1.8% that day, closing at $321.55.
- 第二季 AI 資本支出達 158 億美元
- 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
- 特斯拉第二季在新廠房及設備上的資本支出為 58 億美元
- 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

## 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: 2026-08-06T16:59:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6546821
- anchor: #n1836438
- Companies mentioned: 富蘭克林坦伯頓、台積電、聯發科、台達電、光寶

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

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

- Published: 2026-08-06T16:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562251
- anchor: #n1836439
- Companies mentioned: 精湛光學、先聯科技

Facts:
- Earnings per share: 1.29 yuan
- 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
- 稅後純益 5079 萬元
- 第二季營收 1.9 億元
- Gross margin: 53.07%
- 上半年 營收 3.47 億元
- Gross margin: 50.16%
- 7 月營收 1.06 億元
- Up 57.9% from the previous month
- Up 75.8% year over year
- 7 月營收 4.5 億元

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

- Published: 2026-08-06T16:50:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562235
- anchor: #n1836440
- Companies mentioned: 任天堂

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

## 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: 2026-08-06T16:46:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6548039
- anchor: #n1836441
- Companies mentioned: 富蘭克林坦伯頓、富坦

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

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

- Published: 2026-08-06T16:43:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562236
- anchor: #n1836442
- Companies mentioned: 聯邦銀行、聯邦證券、MaiCoin、萊爾富、證交所

Facts:
- 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
- 總資產規模達 1.05 兆元
- 總存款平均餘額逾 8489 億元
- Up 3.47% year over year
- 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
- 信用卡整體營收達 31.78 億元
- Up 7 year on year.

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

- Published: 2026-08-06T16:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561569
- anchor: #n1836443
- Companies mentioned: The Market Ear、LSEG Workspace、高盛、上海期貨交易所（SHFE）

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

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

- Published: 2026-08-06T16:22:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562152
- anchor: #n1836444
- 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

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

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

- Published: 2026-08-06T16:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562137
- anchor: #n1836445
- Companies mentioned: SK海力士、Nextrade、Hyperliquid、KRX

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

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

- Published: 2026-08-06T16:12:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562225
- anchor: #n1836446
- Companies mentioned: 元大台灣 50(0050-TW)、00631L、0056

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

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

- Published: 2026-08-06T15:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562123
- anchor: #n1834566
- Companies mentioned: OpenAI、Anthropic、Fluidstack、MatX、Citadel、D1 Capital

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.

## 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: 2026-08-06T15:46:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562150
- anchor: #n1834567
- Companies mentioned: 信驊 (5274-TW)、穎崴 (6515-TW)

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.

## 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: 2026-08-06T15:33:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562140
- anchor: #n1834568
- 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)

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.

## AI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: 2026-08-06T15:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562120
- anchor: #n1834569
- 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

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.

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

- Published: 2026-08-06T15:19:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562129
- anchor: #n1834159
- Companies mentioned: 世紀樺欣 (7752-TW)

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.

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

- Published: 2026-08-06T15:18:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561676
- anchor: #n1834160
- Companies mentioned: ウラル無人機工場

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.

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

- Published: 2026-08-06T15:13:24+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562127
- anchor: #n1834161
- 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

NEO 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。

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

- Published: 2026-08-06T15:10:44+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561664
- anchor: #n1834162

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: 2026-08-06T15:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562114
- anchor: #n1834163
- Companies mentioned: OpenAI、Anthropic、OpenRouter、Vercel、NVIDIA

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.

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

- Published: 2026-08-06T15:02:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561663
- anchor: #n1833994
- Companies mentioned: Wildberries、Ozon、Red & White

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.

## 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: 2026-08-06T15:00:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561568
- anchor: #n1833995

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: 2026-08-06T14:59:22+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562131
- anchor: #n1833996
- Companies mentioned: 永豐金證券、豐雲學堂、yahoo 財經、009826、VT、大戶投

Facts:
- SOXX surges 111.32% over the past year
- SMH also gains 87.75%
- QQQ、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

## 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: 2026-08-06T14:55:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562128
- anchor: #n1833997
- 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

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.

## 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: 2026-08-06T14:42:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562098
- anchor: #n1833998

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: 2026-08-06T14:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562099
- anchor: #n1833999
- Companies mentioned: Gabelli 黃金基金 (GOLDX)

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.

## 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: 2026-08-06T14:27:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561503
- anchor: #n1834000
- Companies mentioned: Federal Reserve、Anchorage Economic Development Corporation、CNBC

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.

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

- Published: 2026-08-06T14:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6560350
- anchor: #n1834001
- Companies mentioned: Dunamu、Upbit、Circle

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.

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

- Published: 2026-08-06T14:06:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562090
- anchor: #n1834002
- Companies mentioned: 英飛凌、大聯大、Infineon

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.