289 received, 289 listed, 4 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 176 items from 3 sources; Japan, 113 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan’s stock market surged after a rebound in U.S. technology stocks, while 台積電’s revenue set a new record. AI-related stocks were strong, and optical communications stocks such as 連亞 hit the daily price limit. The market is watching U.S. inflation data and AI earnings reports.
Companies mentioned：台積電、鴻海、聯發科、聯亞、南亞科、華邦電、NVIDIA、Lumentum
三大未來 reported first-half 2026 net profit after tax of NT$18.08 million, up 63% year on year, surpassing its full-year profit for last year, with earnings per share of 0.63 yuan. The main drivers were a sharp increase in electric vehicle battery processing volumes and higher capacity utilization, reflecting expansion in its recycling business and stronger profitability.
On Aug. 10, Taiwan’s stock market rose 702.85 points, breaking through 45,000. Memory, MLCC and optical communications CPO stocks led the gains, while foreign buying accelerated.
Companies mentioned：南亜科、華邦電、旺宏、禾伸堂、華新科、國巨、聯亞、上詮、華星光、華航、長榮航、星宇航空、遠傳、台灣大、中華電
China Trust Investment Trust launched the domestic market's first ETF (009828) focused on the PCB industries of Taiwan, Japan and South Korea, targeting high-end PCB opportunities driven by AI servers and high-performance computing. 台光電 and 欣興 are its 2 largest holdings, and the fund is optimistic about the outlook for Taiwan stocks.
Companies mentioned：台光電、欣興、揖斐電、日東電工、JX金属、三井金属、臻鼎-KY、台燿、金像電、斗山集团、NVIDIA、高盛
健鼎 and 金像電 posted record revenue in July 2026, with annual revenue of 100 billion yuan within reach amid rising demand for AI servers.
Companies mentioned：臻鼎-KY、欣興、アップル、華為、サムスン、Xiaomi
Taiwanese optoelectronics maker 億光 is building a new factory in Thailand. It aims to strengthen production for the AI server and automotive markets and begin mass production in the second half of 2027. The move is intended to bolster its global supply network.
中鋼's July revenue rose 21.9% year on year, while shipments rebounded to 1.001 million tons. Revenue for the first 7 months returned to growth, up 2.6%. The main drivers were demand from domestic technology plant construction and public works, reflecting signs of an industry recovery.
Companies mentioned：中龍鋼鉄
華碩's July revenue reached NT$84.131 billion, up 53.3% year on year and a record for the same period. The company will hold an earnings briefing on August 12 to discuss its outlook for AI server and PC shipments. Growth is being driven by rising AI and cloud demand.
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Companies mentioned：台湾電力（台電）
聯發科's July revenue was NT$48.475 billion, up 12.16% year on year and a record for the same period. Third-quarter revenue is forecast at NT$152.2 billion to NT$159.8 billion, and its AI ASIC market share target has been raised to 15% to 20%.
Companies mentioned：聯發科
熙特爾's first-half revenue rose 1,508% year on year, with earnings per share reaching 5.8 yuan, representing profits of more than half its share capital. The company also announced plans to issue unsecured convertible bonds to accelerate its entry into the U.S. and Australian markets and pursue global growth.
Taiwan’s stock market has shifted to a bullish trend, led by AI and semiconductors. Analyst 陳學進 emphasized that “stock picking is better than market picking” and urged investors to select stocks carefully.
Companies mentioned：上詮、均豪、群創、華邦電、微軟、アマゾン、瑞銀、倫元投顧
Networking equipment maker 大鵬 held a groundbreaking ceremony for its new plant in Neihu, Taipei, with an investment of about NT$2.3 billion. Capacity is expected to increase by 55% to 60%. The move demonstrates its confidence in future growth and commitment to its strategic plans.
台達電's July revenue reached NT$67.073 billion, a monthly record and up 47.8% year on year, mainly on strong AI demand. 康舒 also hit a record for the same period. Both companies are showing strong momentum in the power solutions market.
Companies mentioned：台達電、康舒
Speaker maker 東科-KY said at its earnings briefing that operations hit bottom in the second quarter. Buoyed by the traditional peak season and shipments of new products such as AI speakers, business is expected to rebound in the second half, with fourth-quarter performance likely to surpass last year.
Companies mentioned：新加坡南洋理工大學
力積電（6770-TW） posted revenue of NT$6.669 billion in July 2026, a sharp 70.54% increase year on year. Its share price also rose by more than 20%, raising its profile as a company to watch in the semiconductor industry.
群益證券 reported July 2026 revenue of NT$2.046 billion, up 25.09% year on year. Revenue for the first 7 months rose 110.96% year on year. Despite a decline from the previous month, overall performance remained strong, reflecting increased market participation.
日月光投控's July 2026 revenue reached NT$73.784 billion, up 43.15% year on year, indicating strong demand for semiconductor packaging and testing. The growth reflects momentum in the semiconductor industry driven by AI and high-performance computing.
聯合再生's July 2026 revenue reached NT$308 million, up 72.75% year on year, signaling a recovery in solar market demand. Although cumulative revenue declined year on year, strong monthly growth reflects strengthening industry momentum and has significance as a gauge for the solar industry.
永豐金 reported July 2026 revenue of NT$9.954 billion, up 51.3% year on year, showing continued strong growth in its financial business. Revenue for the first 7 months rose 54.62% year on year.
興富發's July 2026 revenue reached NT$4.808 billion, up 196.59% year on year. Revenue for the first 7 months rose 404.28% year on year. Its share price outperformed the industry, reflecting stronger market confidence in its operations.
TSMC's July 2026 revenue reached NT$467.581 billion, up 44.69% year on year, reflecting strong demand for advanced process technologies. The growth underscores the global semiconductor supply chain's reliance on its technology and its significance to Taiwan's technology industry.
台達電 reported July 2026 revenue of NT$67.073 billion, up 47.75% year on year, reflecting strong growth in the power and electronic components markets. The results reflect its diversified business portfolio and rising global demand, drawing significant investor attention.
LITE-ON Technology reported July 2026 revenue of NT$19.006 billion, up 37.61% year over year, demonstrating strong growth momentum in the computer peripherals and storage equipment markets and serving as a key indicator for investors and the industry.
Taiwan Glass reported July 2026 revenue of NT$4.581 billion, up 28.45% year over year, demonstrating strong business growth. Its share price outperformed the industry, reflecting market confidence. This financial performance announcement carries immediate significance for the market.
Taiwan stocks rebounded after weak U.S. employment data, but lackluster trading volume and selling pressure have increased the risk of chasing prices higher. Optical communications and the ABF supply chain are drawing attention, and analyst 陳智霖 has advocated a data-driven strategy.
Companies mentioned：台積電、Intel、聯亞、華星光、光聖、先進光、大立光、長廣
The United States and Iran remain at odds over the Strait of Hormuz. Washington is applying pressure through economic sanctions, while Iran has rejected dialogue unless stringent conditions are met. Risks to energy supplies are rising.
Companies mentioned：アブダビ国立石油会社 (ADNOC)
Taiwan’s stock market staged a sharp rebound, rising above 45,000 points. Memory, thermal management, equipment and power supply have emerged as leading sectors amid AI demand. Strong earnings from 台積電 are driving the market.
Companies mentioned：台積電、南亞科、華邦電、台達電、光寶科
Michael Burry, the investor portrayed in ‘The Big Short,’ has questioned Berkshire Hathaway, saying it is no longer an ideal investment after Warren Buffett’s retirement. Although second-quarter net profit nearly doubled to US$25.67 billion, attention has shifted to whether successor Greg Abel can continue the company’s investment philosophy.
Companies mentioned：Taylor Morrison、Google、Apple、American Express、Bank of America、Coca-Cola、Alphabet
Pegatron’s revenue for the first 7 months fell 2% year over year, but its AI server business is expected to grow 10 times. The investor conference will offer insight into growth drivers, making it an important indicator for the semiconductor and server industries.
Liji’s July revenue reached NT$137 million, a nearly 14-year high, on the merger with 明鈞源 and strong demand for high-end thermal management products. The growth reflects an expanded product portfolio and integration benefits, signaling future earnings momentum.
Companies mentioned：明鈞源、鎧俠、Kioxia
Wisdom Marine announced plans to integrate memory, thermal management, power supply and monitoring technologies to enter the AI data center infrastructure market, helping businesses build and operate facilities efficiently and strengthening its long-term competitiveness.
Companies mentioned：Samsung、Schneider Electric、Castrol、Emerson、Motivair
Jin Tai Electronics reported July 2026 revenue of NT$145 million, down 24.57% month over month, mainly because a typhoon delayed shipments to August. The company returned to profitability in the second quarter and raised NT$210 million in new capital to improve its finances, while operations continue to recover.
Companies mentioned：美系客戶
日月光投控 posted record July revenue of NT$73.784 billion, up 43.15% year over year, benefiting from strong AI advanced packaging demand. It expects capital spending to exceed US$10 billion this year.
Companies mentioned：日月光投控
On the 10th, Hong Kong’s stock market rose by more than 1%, as gold and technology stocks advanced. 國泰君安國際 surged 36.78%, while optical communications stocks fell. Market stability may continue.
Companies mentioned：聯想集團、蔚來-SW、京東健康、阿里巴巴-W、比亞迪股份、小米集團、百奧賽圖-B、英矽智能、晶泰控股、中際旭創、劍橋科技、紫金礦業、罕王黃金、老鋪黃金、周大福、龍資源、中金公司、國泰海通
The New Taiwan dollar rose 5.7 cents after expectations of U.S. interest rate hikes receded, ending trading at 32.231 per U.S. dollar. The market is watching the Federal Reserve’s policy outlook.
Companies mentioned：元大投顧、國泰證期研究部
Aspeed Technology will showcase its OBMF and OpenPRoT technologies at the OCP APAC Summit, enhancing data center management and security. The move underscores its leading position in the open server ecosystem.
China’s A-share market saw the Shanghai Composite Index rise for a fifth consecutive session, recovering to the 3,950-point range, while the ChiNext Index fell. Investors are watching policy developments and inflation data.
Companies mentioned：華缽礦業、招金黃金、翔鷺鎢業、百花醫藥、哈三聯、中電鑫龍、京泉華、石基資訊、儒意電影、長城軍工、華泰證券、中國銀河證券、浙商證券
Bora Pharmaceuticals reported July revenue of NT$1.902 billion, up 5.77% year over year, a record for the same period. Its order backlog for the next 12 months is at a historical high, and the integration of its Rockville plant strengthens its CDMO footprint, boosting the third-quarter outlook.
Companies mentioned：Upsher-Smith、Weider Global Nutrition
Giant reported July 2026 revenue of NT$5.758 billion, up 12.75% year over year, with growth in both contract manufacturing and its own-brand business. Demand in Europe and China remained steady, while the U.S. market declined amid geopolitical factors, showing a strong rebound in the group’s operations.
Yang Ming (2609) reported July 2026 revenue of NT$20.836 billion, up 34.56% year over year, indicating continued strength in shipping demand. As a key indicator company in Taiwan’s shipping industry, its financial performance is relevant to investors.
The U.S. Department of Defense has asked Boeing, Lockheed Martin and others to accelerate production. With inventories running low and tensions involving Iran in the background, shortening development timelines and increasing output are considered urgent priorities.
Companies mentioned：Boeing、Lockheed Martin、RTX Corp、Leidos
Taiwanese stocks surged 700 points in a single day on upbeat U.S. employment data, nearing 45,000 points. August ex-dividend ETFs have become a focus for investors, with 00961 leading at a 17.4% annualized yield, highlighting investors’ dual demand for returns and stability.
Companies mentioned：FT、台新、凱基、兆豐、國泰、中信、富邦、元大、摩根、野村、群益
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Popular Kaohsiung Cantonese restaurant 鴨點棧 has opened its second branch in Zuoying District. It sells 15,000 roast ducks a year and also offers made-to-order dishes featuring live crabs and fish. Blending tradition and innovation, it caters to a wide range of customers, from families to businesses.
台普威能源（7921） has won an EPC contract for 和暄綠能’s Changhua PV+BESS project. The 48MW／185.7MWh project is Taiwan’s largest solar-plus-storage project and is scheduled to begin commercial operations in 2027. 台普威能源 will work with Fluence under a 17-year operations and maintenance contract.
Companies mentioned：雲豹能源、和暄綠能、Fluence Energy, Inc.
Interest in medical aesthetics is shifting from “more” to “natural harmony.” Dr. 林君曄 warned of the risks of excessive injections and stressed the importance of structural assessment. Products such as HArmonyCa™ are also drawing attention.
Su Chih-jung, a candidate for Kaohsiung City Council, proposed five strategies to prevent the frequent cases of drunk and drug-impaired driving, emphasizing that prevention is more important than punishment and urging the city government to establish comprehensive safety measures.
On the 6th day of the Han Kuang No. 42 exercises, the Army set up a field kitchen to demonstrate its ability to provide meals under restricted support conditions. It also emphasized food oil safety and confirmed that troops could maintain their combat capability.
Companies mentioned：風傳媒
17 years after Typhoon Morakot, the Sunlight Xiaolin community in Kaohsiung opened Taiwan’s first community-based low-carbon farm. Combining post-disaster reconstruction, climate resilience and Indigenous culture, it has attracted a Philippine delegation to learn from its experience and offers an international model.
Companies mentioned：蓋婭智壤科技
China’s July CPI and PPI readings both came in below expectations, reflecting weak domestic demand and falling oil prices, with deflationary pressures persisting. Experts forecast an M-shaped inflation trend for the year, while the impact of government stimulus policies remains to be seen.
Companies mentioned：澳新銀行、保銀資産管理
The Later Han, one of the Five Dynasties and Ten Kingdoms, was founded by Liu Zhiyuan in 947, but fell just 3 years and 11 months later after a rebellion led by Guo Wei. It was the shortest-lived orthodox dynasty in Chinese history.
Companies mentioned：搜狐網
A study found that people who delay breakfast until noon or later have a 29% higher risk of death than those who eat between 7 and 8 a.m. The findings show that the timing of meals can have a major effect on lifespan.
Hsinchu City Mayor Kao Hung-an is promoting policies to retain teachers through measures including reducing workloads, raising pay and protecting the rights of substitute teachers, improving the educational environment and ensuring high-quality teaching.
Two women who underwent weight-loss surgery at Kaohsiung Antai Hospital died within 10 days. The deaths were attributed to the lead surgeon’s relaxed eligibility criteria and inadequate risk assessments, and the surgeon was suspended from practice. The case has exposed problems in the medical system.
An unusual four tropical systems are swirling in the northwestern Pacific. Taiwan will see persistent rain for 10 days under the influence of the monsoon and a low-pressure zone, and flood preparedness should not be taken lightly.
Companies mentioned：觀氣象看天氣
Taiwan’s stock market recovered to 45,000 points, but experts warned of the risk of a second correction this year. Some believe 台積電 will have difficulty reaching NT$3,000.
Companies mentioned：台積電
Taiwan’s delivery workers’ union filed a fraud complaint with the Taipei District Prosecutors Office, accusing Uber Eats of failing to comply with the minimum pay set by a new law and improperly cutting delivery workers’ compensation. The case raises questions about legal compliance in the platform economy.
Companies mentioned：Uber Eats
North Korea has supplied Russia with missile units and a large quantity of artillery shells, which have been deployed on the Ukrainian front. In response, President Zelenskyy asked South Korea for air defense support. Restrictions on arms exports in Japan and South Korea are proving to be an obstacle, raising questions about East Asia’s security strategy.
Cooking methods for milkfish have become a topic of discussion on Taiwanese social media. Users shared ways to cook it besides dry-pan frying, as well as tips to prevent oil from splattering, drawing attention to homemakers’ techniques. The advice has spread as practical information for cooking enthusiasts.
Moving to an empty seat on a plane without permission can disrupt the aircraft’s center of gravity and pose a serious safety risk. Instructions from cabin crew are essential safety measures.
South Korean President Lee Jae-myung announced an investment of 800 trillion won to advance the “Mega Project,” modeled on Taiwan’s Hsinchu Science Park. The plan is to build a semiconductor industrial park at Gwangju military airport and push ahead at blitz speed, avoiding further concentration of industry in the capital region.
Companies mentioned：台積電
Taiwan’s Ministry of Transportation and Communications clarified that motorcycles do not need to use their turn signals when entering a waiting-turn area; slowing down and turning on the brake light are the legal requirements. Improper use can result in a fine of NT$3,600.
Miaoli County’s Zhuolan DOC held an audio preservation course in the Raoping Hakka language for older adults. The important initiative uses digital technology to record a disappearing language and culture and pass it on to the next generation.
Japan announced a shift in policy in its defense white paper to address drone warfare, but its capacity to produce 1,000 drones a year lags behind Ukraine’s output of several million. Rebuilding the industrial base is an urgent priority.
Companies mentioned：Air Mobility、全日空商事、Terra Drone、日本海洋、東芝、Prodrone、Anduril、日産自動車
During a communications network slowdown exercise held in central Taiwan on Aug. 10, 2026, conditions in practice came close to a complete outage, prompting a wave of complaints from users. The gap between the government’s explanation and the reality has drawn criticism.
Companies mentioned：NCC、風傳媒
The Taichung City Government has launched the Xinshi Zheng and Yangming one-stop service centers, pooling resources across agencies to offer a range of services, including household registration, land administration and labor consultations, and improve the efficiency and experience of in-person services for residents.
Taiwanese dessert brand YANNICK has launched limited-edition Mid-Autumn Festival products, including a 三-custard-pudding fresh milk roll in Assam black tea flavor. Combining tea aromas with creative designs, the products target the holiday gift market.
Former NTU president Kuan Chung-ming has officially retired, ending a 37-year teaching career and parting with the car that had been with him for more than 十 years. He joked that he could hitch a ride in the future. The move marks the beginning of a new stage in life.
South Korean President Lee Jae-myung ordered the military to relocate its functions from the Gwangju military base by mid-2028 so the site can be converted into a semiconductor hub. The national strategy, called the “Mega Project,” is to be accelerated through “blitzkrieg” implementation.
Israeli Prime Minister Benjamin Netanyahu rejected a U.S.-backed plan to demilitarize Gaza, saying Israel would not withdraw until Hamas had been disarmed. As tensions in the Middle East persist, diplomatic divisions are deepening.
Chinese semiconductor giant 長鑫存儲 surged more than 500% on its first day of trading in Shanghai. The move underscored the Chinese government’s efforts to use capital markets to support the AI and semiconductor industries as national strategic priorities.
Companies mentioned：長鑫存儲、中国工商銀行、SK海力士、アマゾン、Alphabet、SpaceX、寧徳時代、LGエネルギーソリューション、DeepSeek、Moonshot
橘焱胡同 recorded first-half revenue of NT$725 million, up 12.12% year over year. Brand upgrades and overseas expansion have made the chain’s business group its main growth driver, with a target of 100 outlets within 3 years.
Companies mentioned：麥當勞、台北萬豪酒店
Water supplies will be cut off in 13 counties and cities in Taiwan on Aug. 11 for aging pipe replacement and construction work. The outages will last up to 10 hours, and residents have been urged to store water in advance.
Companies mentioned：台湾自來水公司
Central Weather Administration Deputy Director Ho Wan-hua mistakenly referred to Typhoon “White Dolphin” as “Baishatun” during a livestream, sparking online discussion. She apologized right away and said she still regretted the slip, though the public continued to recognize her professionalism.
Companies mentioned：中央気象署
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Changing a policyholder or paying out a maturity benefit may trigger gift tax due to a transfer of assets. Experts point to 3 major risks: paying premiums on someone else’s behalf, changing the policyholder and the structure of survival benefits, and urge people to plan ahead.
Ko Chih-en, the Kuomintang’s candidate for Kaohsiung mayor, has introduced “boxing glove keychains” as gifts for teachers, drawing on the issue raised by the Korean drama Iron Fist Education and emphasizing the defense of teachers’ rights, with political symbolism.
宏碁 dispatched finance executive Lee Wen-hsiang to take over Zhaoji Property Management in an attempt to resolve the crisis triggered by the founder’s alleged involvement in a fundraising scam, but withdrew within 48 hours, highlighting regulatory loopholes in the rental and property-management industry.
Companies mentioned：宏碁
The National Taiwan University Hospital union accused hospital management of long ignoring government guidance and refusing to grant medical staff official leave to attend legally required continuing education, leading to overwork. The systemic exploitation problem spans Taiwan’s medical system, and the union is calling for reform.
The saucer beneath a coffee cup was once a vessel that European nobles in the 17th century drank from directly to cool hot coffee. Unlike its modern use, it was originally a functional drinking vessel.
Morgan Stanley’s analysis says pullbacks in AI-related stocks reflect portfolio adjustments, not fundamental problems, and names 30 Taiwanese companies, including 台積電, as key players in the AI value chain. Power supply will be crucial in the next phase.
Companies mentioned：台積電、鴻海、廣達、聯發科、台達電、日月光投控、聯電、世界先進、穩懋、力積電、創意電子、晶心科技、世芯-KY、光寶科、國巨、奇鋐、建準、雙鴻、欣興、臻鼎-KY、南電、金像電、勤誠、緯創、緯穎、和碩、技嘉、仁寶、智邦
Media personality Huang Kuang-chin apologized after incorrectly claiming that Hsu Chiao-hsin had praised Shen Po-yang as “very easy to get along with in private,” sparking controversy. Hsu clarified that she had only said he was “very polite” and that they were not friends. The incident reflects how easily politicians’ remarks can be misinterpreted.
Guanyin Waterfall in Nantou County will reopen on Aug. 11 after restoration work following storm damage. Safety measures and ecosystem protection have been strengthened as the site is revived as a nature-based tourist destination. It is a symbol of regional revitalization and environmental protection.
The Kaohsiung Parent-Child Amusement Park, renovated from the former Taiwan Railways Kaohsiung workshop, opened for free on Aug. 8. More than 30,000 people visited on its first day, making it a new local landmark. The blend of railway heritage and modern playground equipment has been well received.
In August 2026, the cultural event 縱谷原遊會, themed around “原釀,” will be held in the Huatung Valley. It will showcase local culture through tribal cuisine, a starlit outdoor feast and a curated market.
Companies mentioned：紐澳華溫泉山莊、虎爺溫泉渡假莊園、原來宿
With U.S. nonfarm employment in July unexpectedly weak and recession concerns mounting, experts point to an AI-led economic transition. Reviewing investment strategies is important.
Construction has begun on a 2-level underground parking garage in 糖友里, Hemei Township, Changhua County. It is expected to ease parking difficulties in the densely populated area and improve convenience and traffic order.
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Companies mentioned：KKday