AI News 180m Report

2026-08-10 12:00–15:00 JST

532 received, 532 listed, 6 sources ・ Page 6 of 6

One place for news and notices from 2 countries/regions: Japan, 414 items from 1 source; Taiwan, 118 items from 5 sources.

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

Taiwan | 風傳媒 (continued)(29)

Watch This Stock! “1 Stock” Confirmed to Delist on 9/1; 245 Major Shareholders Holding Thousand-Lot Positions Still in the Market; Final Trading Day Revealed

Published ・ Source Taiwan | 風傳媒

玉山金控’s acquisition of all shares in 三商美邦人壽 has been approved by the Financial Supervisory Commission, with the share conversion and delisting set for September 1. The move will push 玉山金控’s assets above 6.53 trillion yuan, making it the fifth-largest financial holding company and significantly affecting the market landscape.

Companies mentioned:玉山金控、三商美邦人壽

Weaving Light, Wind and Water Into Everyday Nature: 華邑建築 Breaks Ground on “華邑星峠” and Announces Five-Year “築序計畫”

Published ・ Source Taiwan | 風傳媒

華邑建築 held a groundbreaking ceremony for 華邑星峠, next to Guoku Pi in Zhongli, Taoyuan. It announced a 5-year “Building Sequence Plan,” presenting a long-term vision for homes designed to coexist with nature.

Seniors Aged 65 and Up Getting Payments! Up to 10,000 Yuan per Person; 1 County or City Begins Distribution on 9/1; 2026 Chongyang Senior Benefits Schedule Expanded

Published ・ Source Taiwan | 風傳媒

Ahead of the 2026 Double Ninth Festival, all 22 cities and counties in Taiwan, including Taipei, will provide senior citizens aged 65 and over with a longevity gift. The maximum amount is NT$10,000, and recipients must register their bank accounts by August 14.

Mega Funds Expands TISA Offerings! 2 Benchmark Funds Officially Launch on 8/10

Published ・ Source Taiwan | 風傳媒

Mega Investment Trust will list TISA-specific classes of its Mega Taiwan Fund and Mega Global Fund on August 10. The move aims to support individuals in building long-term assets as society ages rapidly.

Market Flash》Taiwan Stocks Surge in Morning Trading, Back Above 4萬5! 光寶科, 南亞科 and 台達電 Hit Limit-Up; 廣達 Rises More Than 2%

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Taiwan’s benchmark stock index was recently at 45,137.04 points
  • Up 911.13 points
  • Gains of 2.06%
  • Gains widened to 1.87%
  • Gains of 1.32%
  • 台積電(2330) 2400 ▲30 (1.27%)
  • 鴻海(2317) 266 ▲5.5 (2.31%)
  • 聯發科(2454) 3975 ▲45 (1.15%)
  • 廣達(2382) 306 ▲8.5 (2.85%)
  • 台達電(2308) 1815 ▲165 (10.00%)
  • 新纖(1409) 24.75 ▲2.25 (10.00%)
  • 台橡(2103) 27.5 ▲2.5 (10.00%)
  • 友達(2409) 27 ▲2.45 (9.98%)

Companies mentioned:台達電、光寶科、南亞科、廣達、台積電、鴻海、聯發科、新纖、台橡、友達、永光、彰源、川湖、集盛、愛山林、東科-KY、鑽石投資

As COP31 Approaches, Electrification Gathers Pace; Delta Chairperson Cheng Ping: Smart Microgrids Will Be Key to the Energy Transition

Published ・ Source Taiwan | 風傳媒

Delta Electronics held its 55th-anniversary event, the “Sustainable AI Summit,” and unveiled technologies combining AI and energy. It emphasized that smart microgrids will be key to the electrified society of the future.

Companies mentioned:SEMI、緯創資通、國泰世華銀行、台灣電力公司、大園汽電共生

Taiwan | 鉅亨網(23)

iPhone Ultra Colors Revealed! First Foldable iPhone Said to Come in “Two Colors”; Camera Design Also Leaked

Published ・ Source Taiwan | 鉅亨網

Originalアップルの初の折りたたみiPhone「iPhone Ultra」のカラーとカメラ設計が、第三者製カメラ保護カバーの画像を通じて明らかになった。銀色と深青色の2色展開で、来月発表予定。

Companies mentioned:MacRumors、Macworld

A high salary is just the entry ticket! How fierce is Silicon Valley’s talent war? Companies set up Slack for you, meet every day to figure out how to win you over, and send personalized gifts.

Published ・ Source Taiwan | 鉅亨網

Amid the battle for AI talent, Cursor is pursuing highly personalized recruitment, offering candidates perks such as private Slack channels and Turkish-made guitars. The era is shifting toward valuing “understanding” and “sincerity” more than salary.

Companies mentioned:SpaceX、Meta、OpenAI、Google

Stock focus: Giant reports strong first-half results, with EPS of NT$1.11; shares return to the NT$100 level.

Published ・ Source Taiwan | 鉅亨網

Giant (9921-TW) posted first-half 2026 earnings per share of NT$1.11, and its share price returned to above NT$100. Second-quarter revenue rose 5.8% year over year, while profit more than doubled, mainly on strong sales of high-margin in-house brands and a recovery in market demand.

Original華新科焦佑衡:訂單穩定向上能見度非常好 漲價「勢在必行」

Published ・ Source Taiwan | 鉅亨網

Original華新科董事長焦佑衡表示,近期訂單穩定向上,能見度良好,部分產品需求延伸至年底。成本上升及供需緊俏下,產品漲價勢在必行。公司將擴充AI相關被動元件產能,並計劃明年再擴產10%。

Companies mentioned:華新科

Taiwan faces its largest-ever wealth transfer as Yongda Insurance Brokers proposes “three solutions” to address inheritance pitfalls.

Published ・ Source Taiwan | 鉅亨網

Taiwan will become a super-aged society in 2025, ushering in the largest wealth transfer in its history. Yongda Insurance Brokers has proposed three key insurance functions to address disputes over liquidating real estate and reserved shares of inheritance, helping families pass on their assets smoothly.

Wall Street keeps climbing despite a steady stream of bad news! Money pours into semiconductors, high-yield bonds and Bitcoin.

Published ・ Source Taiwan | 鉅亨網

As U.S. stocks continue to perform well, funds are flowing into semiconductors, high-yield bonds and Bitcoin ETFs. Risk appetite is strengthening, while persistently high long-term interest rates remain a concern.

Companies mentioned:美銀、JonesTrading、Natixis Investment Managers、高盛資産管理、Wealth Enhancement、Manulife Investment Management

SK海力士 shares plunge 15% in a week! Credit Lyonnais Securities: Worst is over, shareholder returns are clearer; maintains “outperform” rating.

Published ・ Source Taiwan | 鉅亨網

OriginalSK海力士が株主還元策の検討を発表し、里昂証券が「買い」評価を維持。AI需要拡大でHBM事業の収益力が堅調に推移するとの見方。

Companies mentioned:NVIDIA、里昂証券

Stock focus: PharmaEssentia ordered to pay nearly €100 million in partial arbitration ruling involving AOP; shares hit limit-up despite negative news.

Published ・ Source Taiwan | 鉅亨網

PharmaEssentia was ordered to pay about 97.48 million euros in arbitration with AOP, but the financial impact was judged to be limited thanks to expanding sales, and its shares briefly hit the daily limit. The case highlights the company’s financial resilience.

Companies mentioned:AOP

Sony reportedly joins forces with TSMC to build a plant in Japan with a ¥1 trillion investment, targeting next-generation sensors for robots and vehicles.

Published ・ Source Taiwan | 鉅亨網

ソニー and TSMC will form a joint venture in Japan to build a next-generation image sensor factory for automotive and robotics applications. The investment will total up to 1 trillion yen, with ソニー taking the lead.

Companies mentioned:ソニー、TSMC、アップル、ファーウェイ、サムスン電子

Lishi’s July revenue hits a four-year high as operations steadily recover in the second half.

Published ・ Source Taiwan | 鉅亨網

MOSFET maker 力士 posted its highest July sales in 4 years. Rising AI-related demand and production shifts by major IDM companies are driving growth through new product launches and supply-chain expansion.

Stock focus: U.S. missile stockpiles run low; 00965 surges more than 2% to a record high.

Published ・ Source Taiwan | 鉅亨網

Shares of Yuanta Aerospace and Defense Technology (00965-TW) rose more than 2% to a record high amid tight U.S. missile inventories and growth in AI defense technology. Geopolitical risks and rising defense demand are drawing investment.

Companies mentioned:Lockheed Martin、Palantir

Original〈房產〉卡位台積電、輝達概念國小 以桃園新設校數量居冠也有低門檻卡位區

Published ・ Source Taiwan | 鉅亨網

Despite the declining birthrate, 9 new elementary schools are planned across Taiwan’s six special municipalities, with Taoyuan City accounting for the most at 4. Three types of schools tailored to industry links, transport convenience and development maturity are attracting attention, with implications for nearby real estate markets.

Companies mentioned:台積電、輝達

Will the iPhone 17 get more expensive? Apple reportedly may raise prices as early as Aug. 10, with soaring memory costs a key factor.

Published ・ Source Taiwan | 鉅亨網

Apple may raise iPhone 17 prices as early as Aug. 10 because of rising memory costs, and is expected to launch the iPhone 18 Pro series and its first foldable phone next month.

Companies mentioned:AAPL-US、MacRumors、微博

The yen has only stabilized temporarily; the real stress test comes after the midterm elections.

Published ・ Source Taiwan | 鉅亨網

The United States and Japan jointly intervened in the currency market, temporarily stemming the yen’s decline. But structural factors could resurface after the U.S. midterm elections, setting the stage for a true stress test.

Companies mentioned:米財務省、ニューヨーク連邦準備銀行

Stock focus: Lite-On’s power and optical communications businesses fire on both cylinders; shares hit limit-up early and set a record.

Published ・ Source Taiwan | 鉅亨網

Lite-On shares hit limit-up and a record high as the market welcomed its moves in AI data-center power and optical communications. Capital expenditure was raised to NT$18 billion, with global capacity expansion accelerating.

Companies mentioned:DenseLight

Apple has yet to launch its first foldable phone, but a roadmap for 3 generations has emerged; the inner and outer screens could grow in size as soon as 2028.

Published ・ Source Taiwan | 鉅亨網

Apple has yet to launch its first foldable iPhone but has already planned through the third generation, which could arrive as soon as 2028, with larger inner and outer displays. The move signals Apple’s long-term strategy for the foldable phone market and could reshape competition in the high-end smartphone market.

Original台電虧損漲價壓力山大?龔明鑫表態照顧民生 9月電價審議「這些」成關鍵

Published ・ Source Taiwan | 鉅亨網

Minister of Economic Affairs Kung Ming-hsin stated his position ahead of the electricity rate review committee meeting, emphasizing the need to cover 台電’s losses and protect households. On the pork fat issue at 台糖, he said safety had been confirmed and that the company would shift to overseas imports going forward.

Companies mentioned:台電、台糖

Original台股強攻4萬5!三大法人籌碼轉向 狂掃貨這2檔主動式ETF

Published ・ Source Taiwan | 鉅亨網

Taiwan’s stock market topped 45,000 points, as the three major institutional investors bought large amounts of active ETFs. 統一00403A and 00981A were especially popular, and market confidence is recovering.

Companies mentioned:統一投信、永豐投信、凱基投信、復華投信、群益投信、元大投信

Global new-energy vehicle sales soar to 11.22 million in the first half; China commands 62% of the market.

Published ・ Source Taiwan | 鉅亨網

Global new-energy vehicle sales reached 11.22 million in the first half of 2026, up 13% year over year. China held a dominant 62% share, with 比亞迪 in the lead, 吉利 rising rapidly and 特斯拉 slipping in the rankings.

Companies mentioned:比亞迪、吉利汽車、特斯拉、上汽集團、奇瑞新能源、BMW、賓士、福斯、現代

Stock focus: EirGenix’s two growth engines lift revenue for the first 7 months to NT$800 million, the second-highest on record; shares rise more than halfway to limit-up.

Published ・ Source Taiwan | 鉅亨網

Original台康生技前7月營收達8.33億元,年增逾7成,受惠CDMO業務與生物相似藥里程碑金,股價漲逾半根停板。此為台灣生技業重要進展。

Bessent unveils “3 moves” to rescue long-term bonds! Treasury yields top 5% as markets fear inflation and deficits could become a ticking time bomb.

Published ・ Source Taiwan | 鉅亨網

アメリカ財政部 Secretary Bessent introduced 3 measures to address the sharp rise in 30-year government bond yields, including yen intervention and reduced issuance of long-term bonds. But structural problems highlight how difficult it is to curb rising yields.

Companies mentioned:アメリカ財政部、連邦準備制度理事会、摩根大通資産管理会社、道富銀行、紐約メロン銀行、BMO資本市場、道明證券、デジタル銀行、加拿大商業銀行、加拿大帝国商業銀行、Onepoint Bfg

Grand Process Technology’s July revenue hits second-highest level as organizational overhaul boosts operating efficiency.

Published ・ Source Taiwan | 鉅亨網

Grand Process Technology’s July revenue reached NT$792 million, its second-highest on record. The company also made senior management changes, appointing Chang Hung-tai as chairman and Chung Shih-chun as general manager to improve operating efficiency and strengthen its long-term development plans.

Companies mentioned:添鴻科技

Is an inflection point approaching for the AI memory supercycle? Samsung and SK海力士 DRAM price gains trail 高盛 estimates; 美光’s earnings report next month could deliver another blow.

Published ・ Source Taiwan | 鉅亨網

Memory prices are surging on demand for AI servers, but price increases by Samsung and SK海力士 have fallen short of expectations, prompting concerns that the market is nearing the peak of a supercycle. 美光’s next earnings report is also drawing attention.

Companies mentioned:三星電子、SK海力士、美光、高盛、晨星

Taiwan | 環球生技月刊(2)

RNAi delivery technology advances clinical applications, expanding from liver diseases to new treatments for rare neurological disorders — Global Bio & Investment Monthly.

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • 2026 Symposium: Diagnosis and treatment in rare peripheral neurological diseases.

Companies mentioned:台灣神經罕見疾病學會

RNAi delivery technology advances clinical applications, expanding from liver diseases to new treatments for rare neurological disorders — Global Bio & Investment Monthly.

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • 2026 Symposium: Diagnosis and treatment in rare peripheral neurological diseases.

Companies mentioned:台灣神經罕見疾病學會

Taiwan | Heho健康(1)

How to choose maca? Who should take supplements? Understand the 5 key principles for choosing maca — Heho健康.

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho健康

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