【京鼎】Correction to the company’s consolidated operating revenue for June 115 and cumulative consolidated operating revenue for January-June 115
Original京鼎公告更正115年6月及1-6月累計合併營收數據，經調整後營收數額微幅增加。
2026-08-07 18:00–21:00 JST
423 received, 423 listed, 6 sources ・ Page 4 of 5
One place for news and notices from 2 countries/regions: Taiwan, 222 items from 5 sources; Japan, 201 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 臺灣證券交易所 (continued)（50）
【利勤】Announcement that the company’s consolidated financial report for the second quarter of fiscal 115 was approved by the board
The summary of this item is not shown
【益登】Announcement that the company’s board of directors approved the 115年度 second-quarter financial report
益登 announced its financial results for the first half of fiscal 115, with cumulative revenue of about 73 billion and EPS of 3.15.
Companies mentioned：益登
【大同】The company was invited to attend the 大同集團 joint investor conference hosted by 富邦證券
大同公司 will attend the group joint investor conference hosted by 富邦證券, scheduled for August 18.
Companies mentioned：大同、富邦證券
【鋐寶科技】Announcement that the company’s board of directors resolved to reduce capital through the recovery and cancellation of restricted employee shares
鋐寶科技 resolved to recover and cancel restricted employee shares that did not meet vesting conditions, reducing capital by NT$3.282 million, or 0.48%.
Companies mentioned：鋐寶科技
【達方】 Announces, on behalf of its subsidiary 蘇州達方電子有限公司, the extension of a loan to 淮安達方電子有限公司
達方電子 announced an extension of a loan by its subsidiary 蘇州達方 to 淮安達方. No additional loan was made; the total outstanding balance represents 26.38% of net worth, at an annual interest rate of 3.00%.
Companies mentioned：達方電子股份有限公司、蘇州達方電子有限公司、淮安達方電子有限公司
【通嘉】Announcement that the company’s board of directors approved the appointment of members to the Sustainability Development Committee
通嘉科技's board approved the appointment of General Manager 邱垂華 to the Sustainability Development Committee to strengthen the company's sustainability initiatives.
Companies mentioned：通嘉
【通嘉】 Announces the capital reduction record date for the cancellation of 2,000 restricted employee shares
通嘉 resolved to cancel 2,000 restricted employee shares, representing NT$20,000 in capital, with a record date of Aug. 7, 115.
【通嘉】 Announces the board's approval of the consolidated financial statements for the second quarter of 115
通嘉 announced its consolidated financial statements for the second quarter of 115. Earnings per share for the first half were NT$1.00, and cumulative operating revenue reached NT$831 million.
【南光】 Announces changes to the company's spokesperson and acting spokesperson
南光 (1752) announced changes to its management team, with 廖啟財 taking over as spokesperson and 賴麗貞 as acting spokesperson, effective immediately.
【聯合再生】 Announces the board's approval of the consolidated financial statements for the second quarter of 115
聯合再生 released its consolidated financial statements for the second quarter of 115, reporting first-half net income attributable to the parent company of NT$1.516 billion and earnings per share of NT$0.93.
【世芯-KY】 Announces the acquisition of machinery and equipment for business use
Original世芯-KY 公告取得台積電生產用機器設備，總金額約 9.07 億元新台幣。此次交易目的為提升生產能力，屬非關係人交易。
Companies mentioned：台灣積體電路製造股份有限公司
【聯強】 聯強國際's new guarantees for its subsidiaries exceed 5% of the net worth reported in the latest financial statements of a public company
The summary of this item is not shown
Companies mentioned：聯強國際、Synnex Global Ltd.、聯強國際(香港)有限公司、Syntech Asia Ltd.、Synnex Australia Pty. Ltd.、Synnex New Zealand Ltd.、Trade Vanguard Global Ltd.
【聯華食】Announcement that the company’s board of directors approved the consolidated financial report for the second quarter of 115年
聯華食 announced its consolidated financial statements for the second quarter of 115, reporting first-half net income of NT$688 million and EPS of NT$2.31. The results demonstrate stable operating performance.
Companies mentioned：聯華食
【全台】Announcement of a change in the company’s general manager
全台 (3038) announced a change in its general manager, with 游政中 taking over and 王臺光 becoming co-chief executive officer.
Companies mentioned：全台
【聯強】 Invited to attend an investor conference organized by Yuanta Securities
聯強 (2347) will hold an investor conference on Aug. 10, 115, to brief investors on the company's business.
Companies mentioned：聯強
【三商】 Announces that the board meeting to review the company's consolidated financial statements for the second quarter of 115 is scheduled for Aug. 14, 115
San Shang announced that it plans to submit its consolidated financial report for the 115 second quarter to the board of directors for approval on August 14.
【南光】 Announces the board's approval of the consolidated financial statements for the second quarter of 115
南光 (1752) announced its consolidated financial statements for the first half of 115, with cumulative revenue of approximately NT$1.068 billion, pretax net income of approximately NT$109 million, and earnings per share of NT$0.84.
【鋐寶科技】 Announces that the company's consolidated financial statements for the second quarter of 115 have been submitted to the board
The summary of this item is not shown
【聯強】 Announces the board's approval to establish a Sustainability Development Committee and appoint its members
聯強's board approved the establishment of a Sustainability Development Committee and the appointment of professionals to serve as members, advancing corporate sustainability.
【春雨】Announces revisions to certain contents of the company's 114 annual shareholders' meeting report
春雨工廠 announced revisions to its annual report for the 114 shareholders' meeting. The changes were made in response to instructions from 臺灣證券交易所, and the revised report has been uploaded.
Companies mentioned：臺灣證券交易所
【春雨】 Announces the board chairman's resolution on the ex-dividend record date
春雨 (2012) announced the board's resolution on the ex-dividend record date and dividend distribution. A cash dividend of NT$0.3 per share will be paid, totaling approximately NT$90.65 million, with the ex-dividend record date set for Aug. 31, 115.
【聯強】 Announces a change in the company's head of internal audit
聯強國際 announced a change in its head of internal audit, with Manager 蔡以真 formally taking up the position. The appointment was approved by the audit committee and board, and takes effect on Aug. 6, 115.
【聯強】Announces that the board approved the proposal on the company's second-quarter consolidated financial statements for 115
聯強 (2347) announced its financial results for the second quarter of 115, reporting strong first-half earnings and basic earnings per share of NT$4.12.
Companies mentioned：聯強
【春雨】Announces that the company's second-quarter consolidated financial statements for 115 were submitted to the board
Original春雨（2012）公告115年第二季合併財報，上半年稅後虧損39,594仟元，歸屬母公司業主淨損52,312仟元，EPS為-0.19元。
Companies mentioned：春雨
【文曄】The company's board approved the land purchase
文曄 will spend NT$1.6 billion to acquire land in Taoyuan and plans to build a bonded logistics center to expand its business.
Companies mentioned：文曄、信榮紡織、世邦魏理仕
【旭富】Announces that the company's second-quarter consolidated financial statements for 115 were submitted to the board.
旭富 submitted its consolidated financial statements for the second quarter of 115. Cumulative earnings per share for the first half were NT$0.06.
Companies mentioned：旭富
【中視】Announces that the board approved the second-quarter consolidated financial statements for 115
Summary not yet available
Facts
- Cumulative revenue from 1/1 through the end of the current period (thousand): 429,253
- Cumulative gross profit (loss) from 1/1 through the end of the current period (thousand): 2,898
- Cumulative operating profit (loss) from 1/1 through the end of the current period (thousand): (81,299)
- Cumulative net profit (loss) for the period from 1/1 through the end of the current period (thousand): (59,343)
- Cumulative net profit (loss) attributable to owners of the parent from 1/1 through the end of the current period (thousand): (59,343)
- Cumulative basic earnings (loss) per share from 1/1 through the end of the current period (dollars): (0.84)
- Total assets at period end (thousand): 5,269,930
- Total liabilities at period-end (NT$ thousand): 3,185,564
Companies mentioned：中視
【群創】 Announces the disposal of securities by its subsidiary 寧波群志光電有限公司
A subsidiary of 群創光电 sold shares in 深圳天德鈺科技, raising about NT$326 million. The sale is part of its fund management, with a limited direct impact on the market.
Companies mentioned：深圳天德鈺科技股份有限公司
【群創】 群創光電 2026 second-half investor conference
群創光電 (3481) will hold an online investor conference on the afternoon of Aug. 18, 115, to report on its Q2 operating results and outlook.
【全台】 Announces the board's approval of the consolidated financial statements for the second quarter of 115
全台 (3038) released its consolidated financial statements for the first half of 115, reporting cumulative revenue of NT$1.449 billion, net income attributable to owners of the parent of NT$92.36 million, and EPS of NT$0.64.
群創 announces the date of the board meeting to review the company's financial report for the second quarter of ROC year 115
群創 (3481) announced that it will hold a board meeting on Aug. 14 to discuss its financial statements for the second quarter of 115.
Companies mentioned：群創
【文曄】 Announces, on behalf of its subsidiary Future Electronics Inc. (Distribution) Pte Ltd, the board's approval of the acquisition of a Singapore land-use right asset
文曄's subsidiary Future Electronics will spend up to SGD 30 million to acquire land-use rights in Singapore for the construction of a warehouse and offices.
Companies mentioned：文曄、Future Electronics Inc.、JTC Corporation、戴德梁行
【華邦電】 Board approves capital expenditure budget
Taiwanese semiconductor maker 華邦電 announced capital spending of NT$13.07382 billion for production, research and development, and facility upgrades. The investment is intended to meet operating needs.
【Trade-Van】Announces the ex-dividend record date for the company's ROC 114 dividend
Trade-Van (6183) announced the relevant dates for its ROC 114 cash dividend distribution, with a payout of NT$3.55 per share.
【環科】Announces board approval of the company's second-quarter 115 consolidated financial report
環科 (2413) announced its consolidated financial report for the first half of 115. Cumulative earnings per share for the first half were NT$2.39.
【宏正】宏正's July 115 consolidated revenue reached NT$477 million
宏正自動科技 reported July revenue of NT$477 million, up 30.91% year on year, with significant growth across all product lines and regions.
Companies mentioned：宏正自動科技
【文曄】The board approved the capital increase record date for issuing common shares upon the exercise of employee stock options
文曄科技 approved issuing common shares through a capital increase following the exercise of employee stock options to incentivize talent. The record date is Aug. 7, 115.
Companies mentioned：文曄
Taiwan | 鉅亨網（44）
UBS forecast: Gold prices will climb to US$5,000 in the first half of 2027
UBS forecast that gold prices will rise to US$5,000 per ounce in the first half of 2027. Although high interest rates are weighing on prices in the short term, expectations of rate cuts and central bank gold purchases are expected to drive a longer-term rally.
〈Taiwan dollar〉Stocks and currency fall together! Briefly breaks below the 32.3 threshold, ending a 2-session winning streak at NT$32.288
Renewed U.S.-Iran tensions sent Taipei stocks and the currency lower at the same time. The New Taiwan dollar briefly fell below 32.3 per U.S. dollar, but intervention by the central bank stemmed its decline. The currency was among those weakening in Asia.
Companies mentioned：中央銀行（台湾）
China's central bank added about 20 tons to its gold reserves in July, marking a "21-month streak"
China's central bank added about 20 tons of gold in July 2026, extending its reserve-building streak to 21 consecutive months and recording its largest monthly increase in nearly two years. The move reflects its strategic intent to strengthen reserve security and reduce reliance on the US dollar, supporting the global gold market.
Companies mentioned：世界黄金协会
Taiwan Sakura's first-half net profit grew 7%; earnings per share were NT$3.26
Taiwan Sakura's after-tax net profit reached NT$713 million in the first half of 2026, up 6.98% year on year, with earnings per share of NT$3.26. Growth was driven mainly by product upgrades led by AI KITCHEN and the expansion of its overall home business, indicating continued optimization of its operating structure.
Canon's first-half net profit reached NT$511 million, up 1.51 times year on year; EPS was NT$1.55
佳能企業's net profit reached NT$511 million in the first half of 2026, up 1.51 times year on year, with EPS of NT$1.55. The company is deepening its AI strategy and investing in 佳捷智能 to integrate optical and AI technologies and target the smart city and robotics markets, demonstrating strong momentum in its transformation.
Companies mentioned：佳捷智能、鑫蘊林科、輝達 (NVDA-US)、Mantis Robotics、Agility Robotics
〈Formosa Plastics Group's four companies' results〉The four companies all posted year-on-year and month-on-month revenue growth in July; 南亞 benefited from AI demand to post its highest revenue in 49 months
Formosa Plastics Group's July revenue rose both year on year and month on month. 南亞's revenue hit a 49-month high as AI-driven demand from North American cloud service providers surged. 台化 and 台塑化 also performed strongly amid rising raw material prices and higher capacity.
Companies mentioned：南亞、台化、台塑化
Revenue flash: Compal (2324) July revenue was NT$81.006 billion, up 38.26% year on year
Compal Technology's July 2026 revenue reached NT$81.006 billion, up 38.26% year on year, reflecting strong demand in the 5C electronics market and its ability to manage production capacity. The results are a key indicator for Taiwan's technology contract manufacturing industry.
Foreign investors reverse course, post NT$40.7 billion in net selling; heavily dump 51,000 lots of 群創 and 43,000 lots of 華邦電
Foreign investors recorded net sales of more than NT$40.7 billion in Taiwan stocks in a single day, targeting stocks including 群創 and 華邦電, reflecting a wait-and-see stance on the outlook. The three major institutional investors all posted net sales as the market entered a correction phase.
Companies mentioned：群創、華邦電、長榮航、統一、緯創、聯電、元大台灣50、華航、華南金、大成鋼
Original〈電子五哥營收〉仁寶前7月營收5206億元年增逾1成 Q3主要動能來自伺服器
Original仁寶前7月營收達5206億元，年增逾1成，7月單月年增近4成，主因伺服器業務帶動。第三季成長動能預期持續來自伺服器，新廠即將啟用。
【High-volume, sharply rising stocks roundup】IPC leads the charge, while CPO stocks are all plunging—is it time to get out?
Summary not yet available
Facts
- Closed down 170.79 points
- Closed at 44225.91
- Original成交量 8192.05 億
- Original外資賣超 407.15 億元
- Original投信賣超 25.60 億元
- Original自營商賣超 9.68 億元
- Original三大法人合計賣超 442.44 億元
- Dow Jones Industrial Average
Companies mentioned：IPC、CPO、NVDA-US、SPCX-US、SpaceX、台積電、鴻海、聯發科、友通、佳世達集團、聯亞、廣積、宏致、川湖、台虹、時碩工業、台橡、統新、承啟、晶心科、中化控股、聯穎、全球傳動、春源、鼎元、王品、AES-KY、皇昌、圓剛、共信 - KY、瑞耘、松瑞藥、鴻呈、磐儀、金山電、新漢、高鋒、精剛、泓格、單井、松普、立端
Buying opportunities on the right side of a gold-price bottom, ASIC design, silicon photonics, passive components
Summary not yet available
Facts
- Closed down 170 points
- Original成交量縮至約 8,204 億元
- Second-quarter GDP growth reached 13.72%
- Foreign institutions raised Taiwan's full-year GDP forecast to about 11%
- Compound annual growth rate of about 47%
- CCL accounts for as much as 50~60% of costs
- In the short term, the market is expected to consolidate with a firm bias in the 42K~46K range
- The likelihood of a direct short-term challenge to 48K~50K is relatively low
Companies mentioned：台積電、聯電、日月投、聯發科、世芯、創意、微軟、亞馬遜
〈Revenue of the five major electronics companies〉Wistron's revenue for the first 7 months topped NT$2 trillion, setting a new record; AI server business set to peak in Q4
Wistron's revenue for the first 7 months reached NT$2.05 trillion, up 88.16% year on year, driven mainly by demand for AI servers. The business is expected to peak in Q4, underscoring the company's growing strategic role in AI infrastructure.
0807 Taiwan stocks after the close｜Market swings at high levels ahead of US jobs data and amid Trump uncertainty; revenue-growth standouts 上銀, 鼎元 and 聯茂 advance
Taiwan stocks swung at high levels ahead of the US nonfarm payrolls report and amid the impact of Trump's policy statements. Stocks with growing revenue, including 上銀 and 鼎元, advanced, showing the market's focus on companies with strong fundamentals.
Companies mentioned：中化生、旭富、神隆、東洋、新光鋼、中鴻、東和鋼鐵、中鋼、全球傳動、上銀、直得、禾伸堂、國巨、華新科、合晶、嘉晶、聯電、旺宏
Cathay Life's 「睛智守護」 sells more than 15,000 policies in 3 months; Cathay Insurance launches the first electric mobility aid insurance
Cathay Financial Holdings and five subsidiaries took part in a senior health expo. Cathay Life's 「睛智守護」 insurance sold 15,000 policies in 3 months, while Cathay Insurance introduced Taiwan's first electric mobility aid insurance and a traffic risk map, actively expanding its senior protection ecosystem.
Apple supplier Largan Precision's July revenue reached NT$2.422 billion, rising both month on month and year on year
Taiwanese optical component maker 玉晶光 posted revenue of NT$2.422 billion in July 2026, up both month over month and year over year. The increase was mainly driven by a recovery in demand for smartphone lenses from Apple, signaling an improvement in performance.
Companies mentioned：大立光 (3008-TW)
Revenue flash: Formosa Petrochemical (6505) July revenue was NT$74.821 billion, up 32.35% year on year
台塑化 (6505-TW) reported revenue of NT$74.821 billion in July 2026, up 32.35% year over year. The strong growth reflects an economic recovery and rising energy demand, making it an important indicator for the industry as a whole.
Revenue flash: Vanguard International Semiconductor (5347) July revenue was NT$4.706 billion, up 30.25% year on year
世界 (5347-TW) posted revenue of NT$4.706 billion in July 2026, maintaining strong growth with a 30.25% year-over-year increase. Cumulative sales for months 1-7 were also firm, up 15.48%, amid a recovery in semiconductor demand.
Revenue flash: Wistron (3231) July revenue was NT$308.219 billion, up 60.76% year on year
緯創 posted revenue of NT$308.219 billion in July 2026, a sharp 60.76% increase year over year. Cumulative sales for months 1-7 reached NT$2.05 trillion, sustaining the company’s expansion.
Revenue flash: Unimicron (3037) July revenue was NT$16.254 billion, up 43.69% year on year
欣興電子（3037-TW）posted revenue of NT$16.254 billion in July 2026, up 43.69% year on year, marking significant growth. This reflects strong demand in the high-end PCB market, particularly from the expansion of AI servers. The performance is an important indicator for Taiwan's electronic components industry.
Revenue flash: Quanta (2382) July revenue was NT$366.274 billion, up 131.32% year on year
廣達 (2382) posted revenue of NT$366.274 billion in July 2026, surging 131.32% year over year on expanding demand for AI servers, drawing attention across the industry.
Revenue flash: 聯強 (2347) July revenue of NT$72.339 billion, up 126.88% year over year
聯強 posted revenue of NT$72.339 billion in July 2026, up 126.88% year over year, reflecting strong demand in the electronics distribution sector. The growth is an important indicator for investors and the industry supply chain.
Revenue flash: 華邦電 (2344) July revenue of NT$26.773 billion, up 291.55% year over year
華邦電 (2344-TW) posted revenue of NT$26.773 billion in July 2026, up 291.55% year over year, setting a record high. Its share price has surged 44.3% over the past 5 days, reflecting strong market confidence in its growth prospects.
Revenue flash: 旺宏 (2337) July revenue of NT$7.725 billion, up 180.48% year over year
旺宏 (2337-TW) posted revenue of NT$7.725 billion in July 2026, up 180.48% year over year, setting a record high. The growth reflects its strong position in the NOR Flash market and a surge in demand, making it an important indicator for Taiwan's semiconductor industry.
Revenue flash: 大成鋼 (2027) July revenue of NT$12.618 billion, up 46.12% year over year
大成鋼 (2027-TW) posted revenue of NT$12.618 billion in July 2026, up 46.12% year over year, marking strong growth. This reflects its rising competitiveness in the stainless steel and aluminum markets and is a positive sign for investors.
Revenue flash: 台化 (1326) July revenue of NT$31.267 billion, up 34.18% year over year
台化 (1326) reported July 2026 revenue of NT$31.267 billion, up 34.18% year over year. The continued growth points to a recovery in the chemical materials industry.
Revenue flash: 南亞 (1303) July revenue of NT$30.573 billion, up 44.53% year over year
南亞 (1303-TW) reported July 2026 revenue of NT$30.573 billion, up 44.53% year over year. Cumulative sales also remained firm, and its share price rose more than the industry average.
U.S.-China leaders weigh autumn summit as economic and diplomatic maneuvering continues behind the scenes
Original中国国家主席习近平与美国总统特朗普计划举行关键峰会，双方高层正进行密集会前准备。美方关注稀土等关键矿产供应和中国对美农产品采购，中方则对美方经贸限制表示强烈不满。双方在峰会前通过经济手段互相施压，但仍保持一定克制。
Companies mentioned：中国、美国
OriginalAI造出16種活病毒！《科學》刊出史丹佛大學里程碑研究 生物安全警鈴同步響起
Summary not yet available
Facts
- A total of 16 types showed biological activity
- Nearly 300 synthesized in the laboratory
- Original基於 200 萬種噬菌體遺傳序列訓練
Companies mentioned：史丹佛大學、Genyro、約翰霍普金斯大學、帝國理工學院、倫敦國王學院
〈Import and Export Statistics〉July exports hit US$75.3 billion, the 3rd-highest on record; August could mark a record 34 consecutive months of growth, with full-year exports potentially reaching US$800 billion
Summary not yet available
Facts
- Original7 月出口規模達 753 億美元
- Positive growth for 33 consecutive months
- Original預估 8 月出口規模可望進一步擴大至 760-789 億美元
- Year-over-year growth could reach 31-35%
- Original全年可望上看 8 千億美元
- Growth of as much as 50.5% year over year
- Original資通與視聽產品出口亦表現穩健，單月達 313.7 億美元
- Year-over-year growth eased to 29.5%
- Original全年有望首度突破 3000 億美元大關
- Mineral products benefited from tight global oil supplies and rising prices, with exports up 52.1% year over year
- Original對中國大陸與香港的出口值達 191.7 億美元
Companies mentioned：台積電
Taiwan stocks fall below the quarterly moving average! Don't sell into weakness during the consolidation; is capital quietly shifting into 'these 2 industries'?
Summary not yet available
Facts
- The TAIEX fell 170.79 points
- Closing at 44,225.91 points
- Down 0.38%
- 台積電 (2330-TW) rose NT$5
- Closing at NT$2,370
- The TPEx index faced more pronounced pullback pressure, closing down 1.83%
- Closing at 384.19 points
- The TPEx index is now facing the dual pressures of a major bottom near 390 points and a declining monthly moving average
Companies mentioned：台積電、欣興、長廣、味之素
京鼎 announces US$234 million investment to launch Phase 2 expansion in 泰國
Summary not yet available
Facts
- Original投資 2.34 億美元
Companies mentioned：京鼎、鴻海、泰國
旺宏 July revenue tops NT$7 billion, setting another monthly record
Summary not yet available
Facts
- Original單月營收達 77.25 億元
- Up 11% month over month
- Up 180.5% year over year
- Original累計前 7 月營收 373.18 億元
- Up 137.8% year over year
- Original目前毛利率已接近 7 成
- Original毛利率挑戰 8 成指日可待
- Original新增 158 億元資本支出
- Original原先已規劃約 220 億元投資
- Original合計投入 378 億元擴產
Companies mentioned：旺宏
中信銀行 takes part in the Senior Health Expo, featuring the '三本一留' concept and smart anti-fraud financial services
Summary not yet available
Facts
- The exhibition runs from Aug. 7 to Aug. 9
Companies mentioned：中信銀行、中國信託商業銀行、中信金控、國家生技醫療產業策進會
Capacity sold out through 2027! SK海力士 pours 5.4 trillion won into expansion of South Korean chip plant
Summary not yet available
Facts
- Original約 380 億美元
- Down 4.9%
- Original報每股 142 萬韓元
- Closed down 5%
- At US$143.53 per share
Companies mentioned：SK海力士、輝達、三星電子
〈Hong Kong stocks at close〉Biomed and tech shares advance, Hang Seng ends higher after choppy session; PCB-related stocks surge
Summary not yet available
Facts
- The Hang Seng Index rose 0.54%, or 137.75 points
- At 25,668.03 points
- The Hang Seng Tech Index gained 0.78%, or 37.51 points
- At 4,858.29 points
- The Hang Seng China Enterprises Index rose 0.39%
- Original今日大市成交額達 2596.86 億港元
- 再鼎醫藥 surges more than 18%
- 派格生物 gains more than 23%
- Core stocks including 藥明生物 and 昭衍新藥 rise more than 10%
- Original2026 年上半年中國創新藥出海總金額達 997 億美元
- 建滔積層板 rises nearly 10%
Companies mentioned：再鼎醫藥、派格生物、藥明生物、昭衍新藥、百濟神州、信達生物、建滔積層板、智譜、MiniMax、DeepSeek、拿森科技、聯想集團、阿里巴巴、騰訊控股、國元國際、中信建投
【富采 earnings briefing AI summary】2026/8/7
Summary not yet available
Facts
- Consolidated revenue rose 20% quarter over quarter
- Original業外收益：高達 16.32 億元
- Original單季稅後淨利為 12 億元
- Earnings per share were NT$1.69
- Original期末現金與約當現金充沛，達 135.8 億元
- Original存貨金額為 52.6 億元
- Original第二季資本支出約 4.5 億元
- Original處分不動產廠房與設備回沖現金 12.63 億元
Companies mentioned：富采、苗栗竹南廠房、Tier 1、車廠、鉅亨網
Original【川湖法說會 AI 摘要】2026/8/7
Summary not yet available
Facts
- Original銷貨收入：新臺幣 108.3 億元。
- Gross profit margin on sales reached 87.42%.
- Operating margin reached 82.08% (operating expense ratio was just 5.34%).
- Original合併營收：162.79 億元。
- Gross profit margin on sales: 84.18%.
- Operating margin: 77.05%.
- Original稅後淨利：105.73 億元；
- Earnings per share (EPS) reached 110.96 yuan.
- Original總資產：471.11 億元；
- Original現金及約當現金：294.8 億元（持有約 7 億多美元現金）。
Companies mentioned：川湖、NVIDIA、Hyperscalers
[Chinese stocks after the close] All 3 major indexes rise more than 1%; Shanghai Composite returns above the 3900-point mark as weekly gains extend to a third straight week
On the 7th, China's 3 major A-share indexes rose more than 1%, with the Shanghai Composite Index recovering to 3,900 points. Pharmaceutical and technology stocks led the gains, extending the market rebound. This is an important recovery signal for investment funds and individual investors.
Companies mentioned：中信證券、招商證券、銀河證券、財新證券
Original研華7月營收月增1成續衝單月高 樺漢寫同期最佳
Summary not yet available
Facts
- Original7 月營收 112.72 億元
- Up 11.3% month on month
- Up 87.58% year on year
- Original營收 164 億元
- Down 7.1% month on month
- Up 55.1% year on year
- Original累計研華前 7 月營收 577.83 億元
- Up 40.26% year on year
- Original樺漢前 7 月營收 1016.9 億元
- Up 27.5% year on year
- Original集團在手訂單金額超過 2500 億元
Companies mentioned：研華、樺漢
Retail investors fear shrinking trading volume, but I see signs that Taiwan stocks are poised for a turning point
Even as trading volume contracts in Taiwan's stock market, attention is focused on AI-related sectors such as thermal management and memory. The importance of strategic investing that weighs foreign investor trends and U.S. economic indicators is being emphasized, reflecting a mature market response.
Companies mentioned：國巨、環球晶
Move in with just NT$40,000 a month! Taiwan Life's Tainan wellness village to be completed early next year; Hsu Shu-po: Next up, Taichung and Kaohsiung
Taiwan Life will launch Taiwan's first campus-style wellness village in Tainan, where residents can move in with just NT$40,000 a month. It plans to expand to Taichung and Kaohsiung, building a health and wellness network across northern, central and southern Taiwan and strengthening its elderly care services.
Companies mentioned：台灣人壽、中信科技大學、長庚醫院
Original〈電子五哥營收〉廣達7月營收年增逾1倍創次高 下周法說聚焦AI伺服器展望與毛利表現
Summary not yet available
Facts
- Original廣達 7 月營收營收 3662.74 億元
- Up 1.31 times year on year
- Original累計今年前 7 月營收 2.21 兆元
- Up 92.67% year on year
- Original廣達 7 月筆電出貨 280 萬台
- Down 37.78% month on month
- Down 30% year on year
- Second-quarter laptop shipments rose 15% quarter on quarter
Companies mentioned：廣達
Original白銀單周飆漲逾8% 高盛：系統性空頭回補或已開啟
OriginalCOMEX白銀期貨單週大漲8.3%，受美元走弱與CTA空頭回補驅動。高盛指出此為投機主導，實物需求未跟進，後市取決於Fed政策走向。
Companies mentioned：高盛
China Steel holds September list prices unchanged after declines halt; steel prices bottom out, creating restocking opportunities
中鋼 held September steel prices unchanged across all products. Against a backdrop of international steel prices bottoming out and inventories returning to normal, it signaled a focus on cooperation with customers, laying the groundwork for market stability.
Companies mentioned：和發鋼鐵、河靜鋼廠
Taiwan | 風傳媒（40）
Sold unlisted shares to your son and paid securities transaction tax, but that may not be enough! Skip 1 step and the tax bureau may still treat it as a gift
When parents sell unlisted shares to their children, paying securities transaction tax does not necessarily mean they are exempt from filing a gift tax return. For transactions between relatives within the second degree, proof of actual payment is required, and the National Taxation Bureau may determine that the transaction was a gift.
Companies mentioned：財政部、財政部税務入口網、財政部臺北國稅局
Taiwan Life president Chuang Chung-ching: First dementia insurance policy to launch in Q4, with pioneering genetic testing
The summary of this item is not shown
Companies mentioned：起元生技
Breaking: New list of Taiwan stocks subject to trading restrictions revealed! 6 soaring stocks face restrictions starting next Monday through 8/14
The Taiwan Stock Exchange and Taipei Exchange announced the latest list of 6 stocks subject to trading restrictions, including 5 listed stocks and 1 OTC stock, among them popular shares such as 川湖（2059）. Under the new rules, trades will be matched once every 2 minutes, with restrictions in effect from August 10 to 14.
Companies mentioned：川湖（2059）、全新（2455）、欣興（3037）、景碩（3189）、健策（3653）、台燿（6274）
Don't freeze all your leftover fruit! These 4 types taste better frozen, while watermelon and apples may turn mushy when thawed
Summary not yet available
Facts
- It is recommended to consume within about 8 to 12 months
- Keep frozen at around minus 18 degrees Celsius
Companies mentioned：NCHFP、美國明尼蘇達大學推廣中心
Tomorrow's weather: Purple-level thunderstorms across Taiwan! Typhoon Baihaitun could trigger a land warning as early as tomorrow; these 2 days will bring the worst weather, with the week's forecast revealed
The Central Weather Administration issued a marine warning for Typhoon Baihaitun and could issue a land warning for northern Taiwan as early as the 8th. The worst wind and rain are expected over the weekend, followed by several days of rain in central and southern Taiwan due to southwesterly winds.
Companies mentioned：天氣風險 WeatherRisk
What to do when fruit flies suddenly swarm around your fruit? Don't just spray insecticide—the source is actually here
Summary not yet available
Facts
- Adult flies already present may continue to appear for a week or even longer
Companies mentioned：科羅拉多州立大學、肯塔基大學、UC IPM
School shooting rocks Thailand! 14-year-old kills grandparents, then opens fire on students and teachers, leaving 8 dead; survivor says gunman was often bullied
In Thailand, a 14-year-old boy killed his grandparents and then opened fire at a school, leaving 8 people dead. Bullying and widespread civilian gun ownership are cited as contributing factors. The case has drawn attention as a serious social issue.
Are shiny apples and Asian pears toxic? Experts reveal the truth about 'natural fruit wax'; this mistake when washing fruit could make it dirtier
The sheen on apples and pears comes from natural fruit wax and is safe to eat. Experts explain the misconception and offer guidance on proper washing.
Don't put leftover durian straight in the fridge after cutting it open! Refrigeration and freezing produce very different textures, and improper storage may lead to mold and spoilage
Guidance explains the right way to store durian, including the differences and risks of refrigeration and freezing. Improper storage at home can lead to mold and loss of flavor, making proper handling important.
[After Work Economics] TSMC and Taiwan stocks hit record highs! Why are you the only one not making money? Experts reveal surprising truths about personal finance!
Bryan, founder of Bigman Learning, said on After Work Economics that the main reason people still feel poor despite Taiwan stocks hitting record highs is a lack of capital and patience. He stressed that investing in yourself, keeping proper accounts and making good use of AI are key to turning your finances around.
Australian think tank: AI development has left Taiwan with a 'two-speed economy,' but it is by no means the 'bargaining chip' Trump claims
Australian think tank the Lowy Institute said AI development is pushing Taiwan into a “two-speed economy,” with semiconductor prosperity contrasting with stagnation in other industries. It also rejected President Trump’s “bargaining chip” argument.
Companies mentioned：台積電
How to choose sweet mangoes? Don't just look at color! Tips for picking Irwin and Jinhuang mangoes revealed, plus 1 extra step to make them taste better at home
Agricultural agencies say mangoes should be judged by aroma, shape, and firmness as well as color. Knowing the characteristics of different varieties can help consumers choose tastier mangoes.
Han Kuang exercise: Racing against time! Mirage 2000 fighter jets scramble within 6 minutes as runway repair process is revealed
Taiwan's air force conducted emergency takeoffs of Mirage 2000 fighters within 6 minutes and runway repairs during the Han Kuang 42 exercise. Maintaining readiness for a simulated preemptive enemy strike is important.
Is Xi Jinping accelerating unification? 3 elements of “unification without unifying” revealed; heavyweight mainland scholar Zhu Weidong lays his cards on the table: proactively build the reality of unification instead of waiting for negotiations
Zhu Weidong, director of 中国社会科学院台湾研究所, proposed the political strategy of “unification without unifying,” stressing that Taiwan should not maintain the status quo or wait for unification talks, but instead proactively build a reality of complete cross-strait unification, sparking widespread discussion in Taiwan.
Companies mentioned：中国社会科学院台湾研究所
What should you do if the persimmons you bring home are rock-hard? No need to wait several days—see the right way to ripen them
Persimmons you brought home are rock-hard? Don’t throw them away just yet! The key is distinguishing “sweet persimmons” from “astringent persimmons.” Sweet persimmons can be eaten as is, while apples or bananas can help them soften faster. Agricultural authorities offer science-based storage and ripening methods.
Should you wash strawberries before refrigerating them? Get 1 step wrong and they’ll mold faster—see the right way to store them
The Ministry of Agriculture and the Food and Drug Administration urged the public to store and wash strawberries properly. When they are washed and dried is key to preserving freshness.
Which country is a must-visit in your lifetime? Travelers in the know recommend these 2 countries for their stunning scenery and delicious food: they return every year and say a visit is a lifetime highlight
Posts on social media about countries people would like to visit again have attracted attention, with Iceland and Italy receiving the most support. Nature, culture, and food were cited as attractions, and many users said they wanted to return.
Musk pours $16.8 billion into building the “Terafab” chip complex! He wants more than US manufacturing—he also aims to vertically integrate the supply chain
Elon Musk's SpaceX and Tesla are investing $16.8 billion to build an AI semiconductor manufacturing facility, “Terafab,” in Texas. The project aims to strengthen the foundations for AI and space development through vertical integration of the supply chain and expanded U.S. manufacturing.
Companies mentioned：SpaceX、Tesla、Intel、xAI