# AI News 180m Report｜2026-08-08 12:00–15:00 JST｜Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 158 items from 4 sources; Japan, 64 items from 2 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Government set to hand out a big cash gift! Eligible people across Taiwan to receive NT$5,000 directly each month: growth allowance amount, payment schedule and method

- Published: 2026-08-08T12:06:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154919
- anchor: #n1859516

Taiwan’s government announced plans to introduce a monthly growth allowance of 5000 yuan for children aged 0-18. The program is targeted for implementation in 2027, but differences between the Executive Yuan and Legislative Yuan over its design mean its final form has yet to be decided.

## Accused of embezzling NT$700 million from group! Former Chao Chi chairman Li Chien-cheng detained and denied visits; ex-wife reportedly left the country early

- Published: 2026-08-08T11:53:03+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154993
- anchor: #n1859298
- Companies mentioned: 趙姬投資、寄居蟹管理顧問

Former Chao Chi Group chairman Li Chien-cheng was detained and denied visits over suspected embezzlement of NT$700 million in company funds, while co-founder Lin Yu-jen was released on bail. The case stems from a bond default by a subsidiary that sparked investor panic, prompting an investigation.

## Taiwan stocks’ new disposition rules take effect Monday: Is day trading no longer banned? A quick guide to the latest matching and trading rules; investors name one sector set to benefit

- Published: 2026-08-08T11:50:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154995
- anchor: #n1859299
- Companies mentioned: 台灣證券交易所、聯發科、台積電

The Taiwan Stock Exchange will revise its stock disposition system starting Aug. 10, 2026. The changes will cut the disposition period by up to half and shorten the trade-matching interval to about 2 minutes, improving market liquidity and trading convenience for investors.

## Will northern Taiwan suspend work and classes on Aug. 9 because of Typhoon Baihaidan? Chiang Wan-an responds; latest track, impacts and storm timeline revealed

- Published: 2026-08-08T11:36:37+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154994
- anchor: #n1859300

Taipei Mayor Chiang Wan-an announced measures to respond to Typhoon Baihaitun. Strong winds and heavy rain are forecast for today and tomorrow, and the city is strengthening its disaster preparedness. Ensuring public safety is the top priority.

## Which suitcases are the least durable? Ground crew name “3 risky types” most likely to break after a fall: Avoid this material at all costs

- Published: 2026-08-08T11:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11151981
- anchor: #n1859301
- Companies mentioned: Rimowa

Online discussions identified 3 types of suitcases that airport ground staff find especially difficult to handle: inexpensive ABS “eggshell” cases, luxury-brand luggage and cases with excessive protective covers. These choices have been causing problems.

## When flying, should you choose a window or aisle seat? Flight attendant reveals the “hidden personality traits” behind seat choice: People in this seat are highly controlling

- Published: 2026-08-08T11:15:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154244
- anchor: #n1859302
- Companies mentioned: JetBlue

A veteran flight attendant analyzes passengers’ personalities and behavioral patterns based on their seat choices. Seating preferences reflect personal values, coping strategies and relationships, offering clues to passengers’ psychological states while traveling.

## Weather forecast: Father’s Day plans washed out! Latest Typhoon Baihaidan track shows “2 straight days of torrential rain”; peak storm period revealed

- Published: 2026-08-08T11:11:12+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11154911
- anchor: #n1859303
- Companies mentioned: 中央氣象署

Moderate Typhoon Baihaidan is approaching waters north of Taiwan, with its closest approach expected from the evening of the 8th through the 9th. Torrential rain is possible in northern Taiwan and the central mountains, while downslope winds will bring high temperatures to the east, affecting public safety and Father’s Day activities.

## [The Journalist] Behind the scenes: AI boom raises energy alarm! 11 business leaders hold secret meeting with Lai Ching-te, urgently seeking power and water solutions

- Published: 2026-08-08T11:10:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/5539442
- anchor: #n1859304
- Companies mentioned: 台湾の主要企業11社

On July 18, 台湾の主要企業11社 met privately with Premier 賴清德 to discuss concerns about power shortages amid the rapid growth of the AI industry. The participating companies had a combined market value of $2 trillion and included key players in Taiwan’s semiconductor and electronics industries.

## Could Taichung see an upset? Latest poll for Chiang Chi-chen revealed; scholar warns of urgent priority: A decisive win takes more than Lu Hsiu-yen

- Published: 2026-08-08T11:09:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154991
- anchor: #n1859305
- Companies mentioned: 艾普羅行銷市場研究股份有限公司

A 2026 poll for the Taichung mayoral election shows Chiang Chi-chen leading Ho Hsin-chun with 38.2% support, a margin of 14.1 percentage points. Scholars say his advantage stems from his public image, support from prominent figures and the impact of food safety issues, all of which could be pivotal to the race.

## China finally acknowledges deaths in South China Sea a year later! 2 Chinese coast guard officers died in “2025 rights defense operation”; officials confirm 2 deaths and posthumously award “martyr” status

- Published: 2026-08-08T11:00:34+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11154990
- anchor: #n1859306

China indirectly confirmed that 2 coast guard officers were killed in a South China Sea clash in August 2025, and mourned them as “martyrs.” Territorial tensions between China and the Philippines have flared up again, heightening regional security risks.

## Nasdaq adds $3.5 trillion in market value in 4 days as Palantir surges nearly 40% and leads tech stocks; earnings reports drive the week’s biggest moves in U.S. stocks

- Published: 2026-08-08T13:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566349
- anchor: #n1859691
- Companies mentioned: Palantir Technologies、Shopify、Rocket Lab、CoreWeave、Lumentum Holdings、Western Digital、Seagate Technology、Honeywell Aerospace、Datadog、AppLovin、Diamondback Energy

AI-related stocks surged after Palantir reported strong results, adding $3.5 trillion in market capitalization to the Nasdaq 100 in 4 days. By contrast, stocks such as WDC, whose earnings outlook deteriorated, fell sharply.

## 單周市值暴增5620億美元破紀錄！馬斯克背書加雲端巨頭擴張 輝達單周狂飆11%

- Published: 2026-08-08T13:00:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566315
- anchor: #n1859437
- Companies mentioned: 輝達、SpaceX、Google、Amazon、Meta Platforms、微軟、CoreWeave、Nebius Group、甲骨文、BNP Paribas

輝達 shares rose 11.6% in a single week, adding $562 billion to the company’s market capitalization. The main drivers were an endorsement by 馬斯克 and increased AI investment by cloud companies, reflecting rising demand for AI chips.

## Memory chip giants face off! Micron’s 208% rally raises valuation concerns; analysts say SK hynix is cheaper

- Published: 2026-08-08T12:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566379
- anchor: #n1859438
- Companies mentioned: Micron Technology、SK hynix、Nvidia

Facts:
- Micron shares have surged 208% so far this year
- Micron currently trades at about 12 times forward earnings
- Micron’s average price target is $1,560.74
- SK hynix’s average price target is $245.50
- Representing about 78% potential upside

## AI infrastructure’s appetite for cash is endless: Jane Street plans to raise $11 billion through private credit; Wall Street also caught up in the AI arms race

- Published: 2026-08-08T12:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566346
- anchor: #n1859439
- Companies mentioned: Jane Street、PIMCO、CoreWeave、NVIDIA、Anthropic、Thinking Machines Lab

Jane Street is shifting $11 billion in debt to the private credit market to fund investment in AI infrastructure. The move is strategically significant as the company accelerates its partnership with CoreWeave and expands its AI infrastructure.

## Taiwan stock disposition periods shortened and matching changed to every 2 minutes starting Aug. 10; these 10 listed stocks will exit disposition early

- Published: 2026-08-08T12:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566171
- anchor: #n1859440
- Companies mentioned: 禾伸堂、大量、台勝科、愛普、南電、成信実業、聯友金属、力山、蔚華科、泰宗

The Taiwan Stock Exchange will revise its disposition system starting Aug. 10, shortening the disposition period and reducing the trade-matching interval to 2 minutes. The new rules will immediately apply to stocks already under disposition, with improved liquidity expected.

## Memory chip rally hits the brakes! 伯恩斯坦: Price upside is now clearly limited; a short-term rebound is possible, but don’t chase the rally

- Published: 2026-08-08T12:00:20+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566380
- anchor: #n1859233
- Companies mentioned: 伯恩斯坦、SK 海力士、Western Digital、SanDisk、Micron Technology、TrendForce、威剛、Samsung Electronics、KIOXIA

Facts:
- Traditional DRAM contract prices in the 3rd quarter are currently estimated to rise about 17% from the 2nd quarter
- For NAND, including SSDs, overall contract prices are set to rise nearly 20% in the 3rd quarter
- SK 海力士 and Western Digital (WDC-US) shares fell nearly 6% at one point
- SanDisk (SNDK-US) fell more than 4%
- Micron Technology (MU-US) fell nearly 3%
- Server DRAM contract prices rose about 8% to 15% in July from the previous month
- Overall contract prices are estimated to rise about 13% to 18% in the 3rd quarter from the 2nd quarter
- PC DRAM contract prices rose about month over month in July

## KOSPI’s 22% plunge sparks “flight to U.S. stocks” as South Korea’s retail investors buy $4.6 billion in U.S. stocks in July

- Published: 2026-08-08T11:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566350
- anchor: #n1859234
- Companies mentioned: KOSPI、三星電子、SK 海力士、SanDisk、美光科技 (MU-US)、Kioxia

Facts:
- 韓國投資者 7 月淨買入美股金額突破 5 兆韓元
- Up 5.5 times from June
- U.S. SanDisk reached 131%
- 美光科技 (MU-US) reached 123%
- Japan’s Kioxia reached 118%
- SK 海力士 reached 113%
- 三星電子 reached 96%
- From 34% at the end of 2025
- To 41% at the end of April 2026
- Reached 49% on May 26
- Then climbed further to 52% on July 15

## Hot stocks: International gold prices top $4,400! Precious metals ETFs rise in tandem; 00708L gains nearly 1-tenth for the week

- Published: 2026-08-08T11:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566161
- anchor: #n1859236
- Companies mentioned: 世界黄金协会、韓国中央銀行、アメリカ銀行、UBS

International gold prices topped $4,400, sending ETFs linked to 元大S&Pゴールド sharply higher. Geopolitical risks and declining expectations of interest rate hikes are behind the gains, drawing greater investor interest.

## AI memory demand keeps heating up: SK hynix invests $38.3 billion to expand capacity, building 2 new wafer fabs in Yongin and Cheongju

- Published: 2026-08-08T11:10:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6566348
- anchor: #n1859235
- Companies mentioned: SK 海力士、SK Hynix

Facts:
- 總額約 54.3 兆韓元
- 向龍仁半導體集群第二座晶圓廠 Y2 投入 35.2 兆韓元
- 另向清州 M17 工廠投入 19.1 兆韓元
- 建築面積約 34.1 萬坪
- 向龍仁半導體集群累計投資約 600 萬億韓元
- 向清州生產基地追加約 100 萬億韓元

## 48% of employed physicians say overnight duties do not meet standards ◆Vol.10

- Published: 2026-08-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/news/iryoishin/1350388
- anchor: #n1859629
- Companies mentioned: m3.com

Facts:
- 21% said “duties that do not meet the standards have become commonplace”

## Exhaustion and deficits on nights when nothing happens—rural hospitals call for a review of how “emergency standby” is assessed

- Published: 2026-08-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/news/iryoishin/1351210
- anchor: #n1859628
- Companies mentioned: 常磐病院、日本消化器外科学会、外保連

Facts:
- 81st Annual Meeting of 日本消化器外科学会
- 外保連 proposal 2024
- 2026 revision recommendations

## Voices praising doctors for their “exceptionally perfect response”

- Published: 2026-08-08T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/news/iryoishin/1351846
- anchor: #n1859627
- Companies mentioned: JCHO熊本総合病院

Facts:
- 400 beds
- Seismic intensity of 6 upper