# AI News 180m Report｜2026-08-06 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 219 items from 5 sources; Japan, 135 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Is 聯發科 a better buy than 台積電? Can 國巨 return to the NT$1,000 mark? Du Jinlong reveals rebound signals and says to prioritize these 2 stocks

- Published: 2026-08-06T17:34:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154602
- anchor: #n1836771
- Companies mentioned: 聯發科、台積電、國巨、欣興、南電、景碩、臻鼎-KY、ABF載板、華城

Facts:
- After the broader market plunged more than 8,000 points
- It quickly rebounded by more than 4,000 points
- The market's previous peak 5-day average trading volume reached NT$1.6 trillion
- 如今大幅縮至8000多億元
- 國巨 has plunged 64% from its peak

## Stock up on everything from fresh foods to prepared meals! Costco comes to the rescue with summer vacation cooking, as parents share easy meal plans

- Published: 2026-08-06T17:31:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154665
- anchor: #n1837333

A 好市多 member shared meal-preparation tips to ease the burden of cooking during children’s summer vacation. The ability to buy everything from fresh and frozen ingredients to prepared foods in one place has drawn attention and resonated with many parents.

## 「日本恐重演亞洲金融風暴！」陳鳳馨揭貝森特為何救日圓：這問題將連帶引爆美國

- Published: 2026-08-06T17:30:53+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154600
- anchor: #n1836772
- Companies mentioned: 貝森特、美國、日本

Facts:
- The exchange rate even hit a 40-year low last week
- Each intervention had an impact of roughly 3% to 4% on the currency's appreciation
- More than 95% of 日本's foreign exchange reserves are U.S. Treasuries

## Store water now! 12 counties and cities across Taiwan face major water cuts on 8/7, leaving some without water for up to 10 hours for cooking or bathing. Check whether your area is affected with one tap

- Published: 2026-08-06T17:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154549
- anchor: #n1836773
- Companies mentioned: 台灣自來水公司

Facts:
- Some areas in 12 counties and cities across Taiwan will have temporary water cuts
- Water cuts in different areas will last from 4 to 10 hours

## Huang Wei-che meets visiting delegation from Japan's Liberal Democratic Party Youth Division, donates NT$100,000 to aid Kumamoto earthquake recovery and deepen Taiwan-Japan ties

- Published: 2026-08-06T17:29:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154663
- anchor: #n1837336

Tainan Mayor Huang Wei-che met with a visiting delegation from the youth division of Japan’s Liberal Democratic Party and donated ¥100,000 to support recovery from the Kumamoto earthquake. He emphasized friendship between Taiwan and Japan and deeper youth exchanges.

## Shot dead execution-style during a livestream! Mexican influencer Gastelum killed on the street; posts made before her death may have angered local drug lords

- Published: 2026-08-06T17:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154586
- anchor: #n1836774
- Companies mentioned: TikTok、肯德基（KFC）、Los Chapitos、錫納羅亞集團（Sinaloa Cartel）、Los Mayos、哈利斯科新世代集團（CJNG）

Facts:
- Has more than 500,000 followers on TikTok
- 24-year-old influencer Gastelum
- 623 cases in 2024
- Cases surged to 1,086 in 2025
- Beauty influencer Valeria Márquez, just 23 years old

## Qin Lan from 《延禧攻略》 isn't the top star! He takes the crown in the Top 10 supporting actors in Chinese dramas: a combination of looks and acting talent that has won overwhelming popularity over Yang Yang and Wang Churan

- Published: 2026-08-06T17:11:02+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154597
- anchor: #n1836775
- Companies mentioned: 《延禧攻略》、《我的人間煙火》、《長相思》、《後宮甄嬛傳》、《人民的名義》、《慶餘年》、《知否知否應是綠肥紅瘦》、《狂飆》、《馭鮫記之與君初相識·恰似故人歸》、《長月燼明》

Facts:
- Top 10 supporting actors in Chinese dramas

## Every NT$1 invested creates 1.8 times the net positive impact: 凱基金控 releases its 2025 sustainability report

- Published: 2026-08-06T17:07:57+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154598
- anchor: #n1836776
- Companies mentioned: 凱基金控、凱基人壽、中華開發資本、國發會、科學基礎減量目標倡議（SBTi）、S&P Global、標普全球、道瓊領先指數（DJBIC）、MSCI、FTSE4Good、臺灣永續指數

Facts:
- Approximately NT$2.1 trillion in investments and financing
- Created approximately NT$3.75 trillion in net positive impact
- 凱基人壽 and 中華開發資本 invested NT$195.3 billion in 國發會's six strategic industries
- Protected 27,362 volunteer service instances
- 整體展演廢棄物回收/再利用比例高達9成

## SoftBank's first-quarter profit beats expectations, buoyed by returns on Intel investment and Vision Fund growth

- Published: 2026-08-06T20:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562685
- anchor: #n1837231
- Companies mentioned: インテル、Apple、字節跳動、PayPay、Arm、Graphcore、OpenAI

SoftBank posted net profit of ¥347.33 billion in the first quarter of 2025, far exceeding market expectations. The result was driven by successful investment in インテル shares and growth at the Vision Fund, underscoring the gains from its AI strategy.

## WinWay's July revenue reaches NT$1.6 billion, up 155% year over year and setting a record

- Published: 2026-08-06T19:52:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562927
- anchor: #n1837232
- Companies mentioned: CSP業者

WinWay's July revenue reached NT$1.6 billion, up 155.57% year over year and setting a record. Driven by demand for advanced AI testing, the company continues to expand capacity to meet testing needs for oversized packages and high-power chips.

## 采鈺 estimates Q3 revenue will rise 4% to 6% quarter over quarter; 1.6T products to enter mass production by year-end

- Published: 2026-08-06T19:50:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562925
- anchor: #n1837233
- Companies mentioned: 采鈺

Facts:
- 2026 年全年約 7,000 萬美元規劃
- Targets mass production in the second half of 2027
- Gradual introduction into mass production by the end of 2026
- Image sensor products accounted for 75% of second-quarter revenue
- Micro-optical elements (MOE) accounted for 24%
- MOE's share rose 5 percentage points from the previous quarter

## 瀚荃's Q2 net profit rose 36% quarter over quarter; EPS of NT$1.58 sets a record for the same period

- Published: 2026-08-06T19:46:43+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562914
- anchor: #n1837234

The summary of this item is not shown

## July CPI rises 2.54% year over year, breaching the inflation warning threshold for 3 straight months; rents and dining out are the most noticeable increases

- Published: 2026-08-06T19:44:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562721
- anchor: #n1837235

Taiwan’s CPI rose 2.54% year on year in July, exceeding the 2% inflation alert threshold for 3 consecutive months. Higher agricultural prices due to typhoons, along with rising restaurant prices and rents, contributed to the increase. Price pressures remain high.

## 〈Winbond earnings call〉Q2 profit hits a record, with EPS of NT$5.4; memory gross margin tops 70%

- Published: 2026-08-06T19:33:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562879
- anchor: #n1837236
- Companies mentioned: 新唐科技

華邦電 posted record second-quarter profit, with earnings per share of NT$5.4, mainly benefiting from rising memory prices and full capacity utilization. The result reflects strong market demand for high-capacity memory, especially in AI servers and communications infrastructure.

## Asian tech stocks see sharp volatility, reaching their highest level since the global financial crisis

- Published: 2026-08-06T19:30:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562681
- anchor: #n1837237
- Companies mentioned: Sandisk、Samsung Electronics、SK Hynix、TSMC

Asian technology stocks tumbled as the AI rally lost momentum, with semiconductor shares in South Korea and Taiwan falling sharply. Risky trading by new investors has come under scrutiny, and the government is considering tighter regulations.

## 材料-KY's July revenue reaches NT$1.059 billion, setting another high for the year, up 32.05% year over year

- Published: 2026-08-06T19:27:45+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562824
- anchor: #n1837238

材料-KY posted revenue of NT$1.059 billion in July 2026, its highest monthly total this year, up 32.05% year over year. The company is expanding into the new tobacco and eco-friendly materials markets, reflecting the industry's upgrading trend.

## 士電上半年EPS 5.04元創新高 持續看好AIDC展望、今年外銷營收年增3成

- Published: 2026-08-06T19:23:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562697
- anchor: #n1837239
- Companies mentioned: 台電

士電 posted after-tax net profit of NT$2.625 billion and EPS of NT$5.04 in the first half of this year, both record highs. Overseas sales are forecast to rise 30% year on year as demand for AIDC increases, supporting continued strong performance.

## 〈Winbond earnings call〉Customers want to negotiate capacity through 2030; Module B expansion plan launched

- Published: 2026-08-06T19:22:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562691
- anchor: #n1837240

華邦電 has announced plans to expand its new Module B plant in Kaohsiung. Construction is scheduled to begin in 2027, with mass production expected to start at the end of 2029. The expansion will meet long-term customer demand and advance the transition to 14–12nm process technology.

## Revenue Flash: Kaohsiung Bank (2836) posts July revenue of NT$575 million, up 30.29% year on year

- Published: 2026-08-06T19:22:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562886
- anchor: #n1837241

Kaohsiung Bank (2836) posted revenue of NT$575 million in July 2026, up 30.29% year on year, marking a strong performance. The increase reflects robust expansion in its financial business and a competitive advantage among regional banks.

## Winbond investor conference: Memory prices and volumes to continue rising in Q3; operating margin targets above 50%, with supply potentially even tighter next year

- Published: 2026-08-06T19:19:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562687
- anchor: #n1837242

At its investor conference, Winbond forecast further memory price increases in the third quarter and set a target of an operating margin above 50%. Strong AI demand is driving tight supply, which could worsen in 2027. This is an important indicator for the semiconductor industry.

## 0806台股盤後｜營收創高模範生【聯電、穩懋、威剛】加權指數站穩均線守季線！AI概念股爆發 記憶體與散熱強勢上攻

- Published: 2026-08-06T19:14:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562695
- anchor: #n1837243
- Companies mentioned: 聯發科、台積電、群聯、威剛、旺宏、晶豪科、鈺創、愛普、聯茂、台燿、台光電、騰輝電子-KY、雙鴻、建準、奇鋐、川湖、富邦金、國泰金、兆豐金、群益證、統一證、福邦證、長榮航、華航、星宇航空

The summary of this item is not shown

## Urgent support: Hong Pu to resume buying back treasury shares from tomorrow at prices below NT$29.25 per share, for 16,000 lots

- Published: 2026-08-06T19:14:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562686
- anchor: #n1837244
- Companies mentioned: 宏普建設

宏普建設 marked its 30th anniversary as a listed company and bought back treasury shares. After repurchasing 6,000 shares, it bought back a further 16,000, aiming to maintain corporate credibility and protect shareholder interests. Performance in the first half of 2026 was strong, and further projects are planned.

## 緯創股利罕見二度延後發放！集保進場查缺失 金管會：最重將收回自辦股務

- Published: 2026-08-06T19:03:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562617
- anchor: #n1837004
- Companies mentioned: 三商電 (2427-TW)、集保結算所、金管會、證期局、大同

Taiwanese electronics contract manufacturer 緯創 twice postponed a cash dividend equivalent to ¥17.5 billion. The Financial Supervisory Commission has ordered an investigation, and the company could lose its authorization to handle its own share-related affairs in the worst-case scenario.

## Acer earns NT$2.172 billion in Q2, up more than 2 times quarter on quarter, reaching a post-pandemic high; EPS NT$0.72

- Published: 2026-08-06T18:56:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562621
- anchor: #n1837005

The summary of this item is not shown

## Your thinking cannot remain at the starting point: Largan, 世芯, AAEON, Winbond, Yageo, Innolux

- Published: 2026-08-06T18:46:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562678
- anchor: #n1837006
- Companies mentioned: 台积电、联电、日月光、创意、世芯、联发科、联亚

Taiwan stocks are trading in a volatile consolidation pattern, with AI and semiconductors in the market spotlight. Analysts advise investors to focus on growth stocks and strictly manage risk.

## 9400億量縮藏玄機！獨家數據曝賣壓轉折，兩大霸主營收創高「這時機」發動？

- Published: 2026-08-06T18:42:16+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562622
- anchor: #n1837007
- Companies mentioned: 台積電 (2330-TW)、聯發科 (2454-TW)、鴻海 (2317-TW)、雙鴻 (3324-TW)、奇鋐(3017-TW)、建準(2421-TW)、鴻準(2354-TW)、富世達 (6805-TW)、創意 (3443-TW)、京元電子(2449-TW)

Taiwan’s stock market is undergoing a correction amid shrinking trading volume to around ¥940 billion, but AI-related cooling and ASIC sectors have posted record sales. The trend is seen not as a shift to a bearish market, but as position adjustments that could pave the way for the next upswing.

## 統一Q2獲利創34季新高 上半年淨利大增36.37%每股純益達2.65元

- Published: 2026-08-06T18:41:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562616
- anchor: #n1837008
- Companies mentioned: 統一中控、統一超商、統一実業

統一企業 posted its highest quarterly net profit in 34 quarters in the second quarter of 2026. First-half net profit rose 36.37% to ¥14.55 billion, with its diversification strategy and supply chain flexibility driving growth.

## Far EasTone investor conference: Growth engines start up in tandem; first-half EPS of NT$2.14 sets a record

- Published: 2026-08-06T18:40:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562615
- anchor: #n1837009
- Companies mentioned: adjoe

Far EasTone held an investor conference today and reported first-half after-tax net profit of NT$7.718 billion and EPS of NT$2.14, both records. The results were driven by 5G subscriber upgrades, growth in personal digital services and strong momentum in enterprise smart ICT, exceeding its forecast across the board.

## 【High-volume, sharply rising stocks roundup】Key stock-picking insights as Taiwan’s market enters August

- Published: 2026-08-06T18:34:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562609
- anchor: #n1837010
- Companies mentioned: 台积电、联发科、联亚、广积、信驊、川湖、奇鋐、双鴻

Taiwan stocks entered a key stock-picking period in August. The weighted index fluctuated lower, while AI-related stocks performed strongly and foreign investors continued to buy back shares, keeping market liquidity ample. Large-cap stocks such as 台积电 and 联发科 took turns leading, while small- and mid-cap AI stocks attracted attention, reflecting healthy sector rotation.

## Buffett issues rare warning about stock market euphoria; historical data have already signaled what comes next

- Published: 2026-08-06T18:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561570
- anchor: #n1837011
- Companies mentioned: Berkshire Hathaway

Warren Buffett warned of excessive speculation in the stock market. The Buffett Indicator has reached 232%, a historically high level that calls for investor caution.

## AI-driven network infrastructure upgrades benefit Sercomm; July revenue of NT$7.98 billion rises month on month and year on year to a monthly record

- Published: 2026-08-06T18:28:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562608
- anchor: #n1837012

Taiwanese network equipment maker 中磊 posted July revenue of NT$7.98 billion, up both month on month and year on year and a record for a single month, amid growing network demand driven by AI. The result points to rising infrastructure demand that could spread across the industry.

## Jiu Shun revenue stabilizes, topping NT$200 million for 4 consecutive months; high-margin projects to be booked in the second half

- Published: 2026-08-06T18:21:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562577
- anchor: #n1837013

Jiu Shun qualified for margin trading. Its July 2026 revenue reached NT$220 million, up 58.24% year on year. Several high-margin projects will be booked in the second half, supporting steady operating momentum and continued expansion in Taiwan’s construction market.

## New member of the ten-thousand-dollar stocks: Jarllytec earns NT$7.09 billion in Q2, up more than 1 time quarter on quarter, setting a record; EPS NT$74.38

- Published: 2026-08-06T18:17:30+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562578
- anchor: #n1837014

Server rail maker 川湖 posted record second-quarter net profit of NT$7.09 billion, up 103.3% from the previous quarter. Its share price also reached NT$10,100, making it the third Taiwan-listed stock to top NT$10,000, as AI-related demand continues to grow.

## TECO enters the green power trading market, signing a CPPA with a semiconductor manufacturer for more than 30MW of transferred capacity

- Published: 2026-08-06T18:15:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562576
- anchor: #n1837015

東元 signed a CPPA with a semiconductor maker to supply more than 30MW of green electricity over the long term. The agreement marks an important step toward realizing its energy integration services strategy.

## JPMorgan: Pullback in Asian technology stocks does not mean the AI investment cycle is over

- Published: 2026-08-06T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562149
- anchor: #n1837016
- Companies mentioned: 台積電、輝達、AMD

JPMorgan said that although Asian technology stocks have fallen 25-30%, the AI investment cycle is not over. Industry fundamentals remain solid, and equipment and advanced packaging will continue to benefit, while power supply could become a new bottleneck.

## Taiwan market trading curbs updated, with liquidity improvements viewed optimistically

- Published: 2026-08-06T17:56:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562553
- anchor: #n1836704
- Companies mentioned: 永誠資產管理處、中探針

Facts:
- Under the original rules, after a stock was placed under trading restrictions, the restriction period lasted 10 trading days
- The new rules shorten it to 5 business days
- The restriction period was increased to 12 business days
- Shortened to an extension of just 7 business days
- Under the original rules, the first restriction involved call auctions every 5 minutes
- For a second or subsequent restriction, call auctions took place every 20 minutes
- The new rules standardize and shorten the interval to a call auction every 2 minutes
- Price spread for listed/OTC stocks: NT$100/70
- For closing prices of NT$500/300 or above
- The price increment is NT$25/15
- When the closing price exceeds NT$1000

## 上銀 July revenue of NT$2.68 billion reaches a nearly 4-year high; 大銀微系統 extends its monthly record

- Published: 2026-08-06T17:51:46+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562374
- anchor: #n1836705
- Companies mentioned: 上銀、大銀微系統、摩根士丹利、亞德客

Facts:
- 7 月自結合併營收 26.81 億元
- Up 5% month on month
- Up 33.94% year on year
- 累計前 7 月營收 165.69 億元
- Up 20.36% year on year
- 7 月自結合併營收 3.67 億元
- Up 60.14% year on year
- 累計前 7 月營收 22.43 億元
- Up 49.67% year on year
- Ball-screw order visibility stands at 5 months
- Accounted for around 7% of revenue in 2024
- Reached 10% in 2025
- Rose to 12% in the first quarter of this year
- Currently trading at 28 times estimated 2027 earnings

## Memory’s “three kingdoms” face a shake-up: Samsung regains top spot with 39% market share; Micron closes in on SK海力士

- Published: 2026-08-06T17:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6559653
- anchor: #n1836706
- Companies mentioned: 三星電子、SK海力士、美光科技、長鑫科技、Counterpoint Research

Facts:
- 三星電子 captured 39% of global DRAM market revenue in the second quarter of this year
- SK海力士 posted second-quarter revenue growth of 214% year on year
- Its market share plunged from 39% in the same period last year to 26%.
- 美光科技's market share climbed to 25%.
- The gap between the two was just 1 percentage point.
- China's leading DRAM maker 長鑫科技, with year-over-year growth of as much as 716%.

## 〈Hong Kong stocks after the close〉Hang Seng Index falls below 25600; Hang Seng Tech Index plunges 2.28%; coal and gold shares rise against the market.

- Published: 2026-08-06T17:33:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562229
- anchor: #n1836707
- Companies mentioned: 百度集團、阿里巴巴、騰訊控股、小米集團、快手、京東、寧德時代、零跑汽車、兗礦能源、中煤能源、中國白銀集團、赤峰黃金、周大福、MiniMax-W、九龍倉置業、中信建投、華泰證券

Facts:
- The Hang Seng Index fell 1.49%, or 385.54 points, to 25530.28.
- The Hang Seng Tech Index plunged 2.28% to 4820.78.
- 大市全日成交額達到 2552.27 億港元
- 百度集團 fell more than 4%.
- 阿里巴巴, 騰訊控股, 小米集團, 快手 and 京東 were among the biggest decliners, each closing down more than 2%.
- 零跑汽車 fell 4.7%.
- 兗礦能源 rose more than 6%.
- 中煤能源 rose nearly 3%.
- 中國白銀集團 rose more than 9%.

## 〈Mainland stocks after the close〉Shenzhen stocks trade in a narrow range near lows; the 3 major indexes are mixed.

- Published: 2026-08-06T17:30:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561549
- anchor: #n1836708
- Companies mentioned: 興業證券、中信證券

Facts:
- The Shanghai Composite Index closed up 0.57% on the 6th at 3,900.35.
- The Shenzhen Component Index fell 0.24% to 14,110.12.
- The ChiNext Index fell 0.55% to 3,515.56.
- 滬深兩市成交總額為人民幣 2.5288 兆元
- 較前一交易日減少 1,308 億元
- The financing balances for electronics and communications fell 23%/26%, respectively, from their peaks.
- Stocks that had fallen sharply earlier and undergone more thorough position-clearing may have an advantage early in a rebound. However, this effect is mainly concentrated in the 5 to 10 trading days after the market low.

## HDI maker 華通 posts 39% profit growth in first half, with EPS at 2.5 yuan; operations set to improve quarter by quarter this year.

- Published: 2026-08-06T17:28:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562372
- anchor: #n1836709
- Companies mentioned: 華通、HDI、星艦火箭、V3 衛星、AI 伺服器集群、光模塊、mSAP 板、雷射鑽孔機、電鍍線

Facts:
- 單季稅後純益 14.79 億元
- Down 1.6% quarter over quarter.
- Up 77.86% year over year.
- Earnings per share were 1.24 yuan.
- 2026 年 1-6 月稅後純益 29.83 億元
- Up 39.08% year over year.
- 2026 年第二季營收 199.9 億元
- Gross margin was 18.51%.
- Up 0.53 percentage points quarter over quarter.
- Up 0.27 percentage points year over year.
- 2026 年上半年營收 395.4 億元
- Gross margin was 18.25%.

## 威剛's July revenue hits a record for the 5th consecutive month; Q3 to reach new peak, DRAM shortage expected to worsen next year.

- Published: 2026-08-06T17:26:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562373
- anchor: #n1836710
- Companies mentioned: 威剛、長鑫存儲

Facts:
- 單月合併營收衝上 183.8 億元
- Up 25.4% month over month.
- Up 331.3% year over year.
- 累計今年前 7 月合併營收達 826.5 億元
- Up 206.7% year over year.
- 2025 年全年營收 530.4 億元
- 7 月 DRAM 營收達 140.8 億元
- SSD accounted for 20.1%.
- Memory cards, flash drives and other products accounted for 3.3%.
- DRAM contract prices have risen by more than 20%.
- NAND Flash prices have risen by as much as 35% to 40%.
- 第二季底庫存金額約 494 億元

## 愛普* launches 3 initiatives to pursue multiple-fold revenue growth; VHM to take over in 2028 and add momentum.

- Published: 2026-08-06T17:24:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562365
- anchor: #n1836711
- Companies mentioned: 愛普*、IoTRAM、S-SiCap、VHM、IPC、LSC、IPD

Facts:
- 愛普 * 第二季營收 23.63 億元
- Up 78% year over year.
- Gross margin was 49%.
- Operating margin was 31%.
- 歸屬於母公司業主淨利 6.81 億元
- Earnings per share were 4.18 yuan.
- 第二季營收達 6.38 億元
- Up 12% quarter over quarter.
- Up 273% year over year.
- 暫定發行股數不超過 1,500 萬股
- Equity dilution is capped at 8.43%.

## Trump says talks with 伊朗 are progressing well, firmly denies rumors of ammunition shortages.

- Published: 2026-08-06T17:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562224
- anchor: #n1836712
- Companies mentioned: 美國、以色列、伊朗、阿曼、沙烏地阿拉伯、葉門胡塞武裝、青年運動

Facts:
- 已進入第七個月的美國—以色列對伊朗戰爭
- Water supply systems in at least 12 states in the 美國.

## Weight-loss drugs are costly, but companies are paying too: Bank of America spends $250 million a year to support employees using GLP-1 drugs.

- Published: 2026-08-06T17:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6561564
- anchor: #n1836713
- Companies mentioned: 美國銀行、諾和諾德、禮來

Facts:
- 每年為員工負擔高達 2.5 億美元的 GLP-1 減重藥物費用
- 每年為約 21.1 萬名員工的醫療支出預留超過 20 億美元
- GLP-1 drugs now account for about 13% of this budget.

## 博大 July revenue hits record as order momentum remains strong; Q3 outlook optimistic, strength set to continue building.

- Published: 2026-08-06T17:09:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562231
- anchor: #n1836714
- Companies mentioned: 博大

Facts:
- 博大 7 月營收 2.11 億元
- Up 9.82% month over month.
- Up 45.35% year over year.
- 累計前 7 月營收 12.35 億元
- Up 26.9% year over year.
- Orders on hand provide visibility of 3-6 months.

## 聯詠 targets nearly 9% quarterly revenue growth in Q3; smartphone restocking and demand for edge AI chips are strong.

- Published: 2026-08-06T17:06:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6562357
- anchor: #n1836715
- Companies mentioned: 聯詠

Facts:
- 單季營收約新台幣 300 億元至 312 億元
- Up 4.7% to 8.9% quarter over quarter.
- Up 22% to 27% year over year.
- Gross margin is estimated at 38.5% to 41.5%.
- Operating margin is estimated at about 19% to 22%.

## To address climate change, water-management efforts need budgetary backing to sustain systematic flood-control work.

- Published: 2026-06-27T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292943
- anchor: #n1837206
- Companies mentioned: 經濟部、水利署

Facts:
- 4-year, 100 billion climate change response plan for comprehensive improvement of county- and city-administered rivers and drainage systems.
- The treatment rate for county- and city-administered rivers and regional drainage systems has been raised from 19% to 45%.
- The rain gauge in Meinong District, Kaohsiung, recorded maximum accumulated rainfall of 268mm in 3 hours.
- The rain gauge in Zhutian Township recorded maximum accumulated rainfall of 752mm in 24 hours.
- The 101年0610 torrential rain in Pingtung County (274mm in 24 hours) flooded an area of about 5 hectares near Shuiyuan Road in Changzhi Township.
- The 101年0610 torrential rain in Pingtung County (274mm in 24 hours) flooded an area of about 5 hectares near Shuiyuan Road in Changzhi Township for about 2 hours.
- The current Typhoon Mikola (587mm in 24 hours) flooded an area of about 1 hectare locally.
- The current Typhoon Mikola (587mm in 24 hours) flooded an area of about 1 hectare locally for about 1 hour.

## Typhoon Mekkhala brought heavy rain, prompting the Yuanshanzi diversion for the first time this year

- Published: 2026-06-26T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292921
- anchor: #n1837208
- Companies mentioned: 水利署第十河川分署

Facts:
- Cumulative rainfall in the upper Keelung River basin reached 300 millimeters
- 警戒水位62.5公尺
- 水位超過63公尺
- This is the first diversion of this year (115), and the 1st time this has occurred
- The 66th diversion operation since year 93

## The 經濟部 disaster emergency response team raised its activation level to Level One at 8 a.m. on the 26th. Premier Cho personally inspected operations and encouraged staff to carry out response work effectively

- Published: 2026-06-26T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292926
- anchor: #n1837207
- Companies mentioned: 經濟部、行政院、水利署、台電公司

Facts:
- A cumulative 487 cases nationwide
- Of these, 74 had not yet drained
- 16 large mobile pumps
- Another 5 were aboard vehicles and on standby
- Power outages affected 59,724 households
- 54,693 households have had power restored
- Power has not been restored to 5,031 households
- Water outages affected 2,440 households
- Water service has not been restored to 2440 households

## With strengthening southwesterly winds and an approaching front, the 經濟部 activated its Level Two response at 9 a.m.

- Published: 2026-06-25T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292893
- anchor: #n1837209
- Companies mentioned: 經濟部、水利署、米克拉颱風

Facts:
- Dredging in the Hualien River and Mataian Creek has reached 2,210萬 cubic meters
- Five awarded dredging projects are on standby, with a combined capacity of 600萬 cubic meters
- 176,402 flood-control blocks
- 25,504 meters of flood barriers
- 58,482 sandbags and super sacks
- 1,792 large mobile pumps owned by county and city governments
- The 水利署 has 98 large pumps under its control that can be deployed as needed
- A cumulative 3,037萬 cubic meters of sediment has been cleared from key river areas
- As of 11 a.m. today, flooding has been reported at 40 locations

## The statutory grace period has ended, and full water conservation fees will be collected again starting this year

- Published: 2026-06-22T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292816
- anchor: #n1837210
- Companies mentioned: 經濟部、水利署

Facts:
- Large water users have conserved 7,500萬 tons of water
- Water conservation fees have been levied since fiscal year 112
- The Water Act provides for water conservation fees to be charged at half rate for 3 years, through fiscal year 114
- Full fees will be reinstated starting in fiscal year 115

## “Pearl String” effectively deployed to get through this year's dry season; the 經濟部 response team completes its phase of work

- Published: 2026-06-17T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292754
- anchor: #n1837211
- Companies mentioned: 經濟部、水利署、農業部、農田水利署、嘉南管理處

Facts:
- Cumulative benefits from water conservation and allocation reached 11億 tons
- The “Pearl String Plan” allocated a total of 5.2億 tons of water across regions
- Rainfall has replenished major reservoirs with about 6.9億 tons of water
- Cumulative water allocations of about 2.6億 tons
- Cumulative water allocations of about 0.5億 tons
- Cumulative water allocations of about 2,500萬 tons
- Cumulative water allocations of about 2,000萬 tons
- About 1,700萬 tons of water remain in storage
- Storage at the Zengwen and 烏山頭水庫 has steadily recovered to more than 2.2億 tons

## Flood-control budgets are rigorously reviewed based on local needs. The 水利署 will continue working with local governments to accelerate flood mitigation through systematic management

- Published: 2026-06-13T01:00:00+09:00
- Source: Taiwan | 經濟部水利署
- Original: https://www.wra.gov.tw/News_Content.aspx?n=6431&s=292464
- anchor: #n1837212
- Companies mentioned: 水利署、行政院、經濟部、南投縣政府

Facts:
- 4-year, 100 billion climate change response plan for comprehensive improvement of county- and city-administered rivers and drainage systems.
- The 經濟部 approved 12.3億元 in funding for Nantou's Wailu Drainage project by the end of August 113, as quickly as possible
- The 經濟部 approved 4 emergency projects totaling 5,477萬元 for the 南投縣政府 on May 21, 115