AI News 180m Report

2026-08-11 06:00–09:00 JST

130 received, 130 listed, 5 sources ・ Page 1 of 2

One place for news and notices from 2 countries/regions: Taiwan, 115 items from 4 sources; Japan, 15 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(74)

【無敵】Announcement that the board of directors approved the 115 Q2 consolidated financial report

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

【福興】The company was invited to attend the investor conference hosted by 群益金鼎證券 on Aug. 17

Published ・ Source Taiwan | 臺灣證券交易所

福興 (9924) announced on August 17, 2026, that it will participate in a corporate briefing hosted by 群益金鼎証券. It will explain its recent performance and business trends to investors. The aim is to maintain transparency as a Taiwanese textile and real estate company.

Companies mentioned:群益金鼎証券

【再生-KY】Announcement of the company's unaudited consolidated revenue for July 115

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

【jpp-KY】Announcement of the date of the board meeting to discuss the company's Q2 115 financial report

Published ・ Source Taiwan | 臺灣證券交易所

jpp-KY (5284) announced that its board will meet on Aug. 20, 115, to discuss and submit the financial report for Q2 115.

Companies mentioned:jpp-KY

【東華】Updated announcement on subsidiary 山河壯股份有限公司's plan to enter into a joint development agreement with a related party

Published ・ Source Taiwan | 臺灣證券交易所

東華 (1418) announced that a joint development project between its subsidiary 山河壯股份有限公司 and a related party will change from a build-and-divide arrangement to a build-and-sell arrangement, with no material impact on its finances or operations.

Companies mentioned:東華、山河壯股份有限公司

【南六】The company is correcting its originally announced revenue for June 115 to reflect the accountant's adjustments to the Q2 115 consolidated financial report.

Published ・ Source Taiwan | 臺灣證券交易所

南六企業 corrected its announced revenue for June 115 to reflect the accountant's adjustments to the Q2 financial report.

【東華】Updated announcement on the board's resolution to enter into a build-and-divide agreement with a related party in Taipei City's Nangang District

Published ・ Source Taiwan | 臺灣證券交易所

東華 announced that the arrangement for the Nangang District joint development project will change from build-and-divide to build-and-sell.

【日馳】Announcement of the board's appointment of a general manager

Published ・ Source Taiwan | 臺灣證券交易所

日馳 (1526) announced that President 徐義雄 has resigned for reasons of generational succession and that director 蘇偉倫 will take over on Aug. 25. The appointment is an important personnel change signaling a transition to the next generation of management.

【新保】Announcement on behalf of major subsidiary 誼光保全股份有限公司 that the board resolved not to distribute earnings for the first half of 115

Published ・ Source Taiwan | 臺灣證券交易所

新保 subsidiary 誼光保全 announced that it will not distribute earnings for the first half of 115.

Companies mentioned:新保、誼光保全

【日馳】Announcement that the company's board elected its chairperson

Published ・ Source Taiwan | 臺灣證券交易所

日馳 announced a change in its chairperson. Former chairperson 徐義雄 resigned as part of generational succession, and 徐予霖 will succeed him.

Companies mentioned:日馳

【東華】Announcement that the board approved the consolidated financial report for Q2 115

Published ・ Source Taiwan | 臺灣證券交易所

Original東華公布2026年上半年財報,累計本期淨損NT$ 92,219仟元,每股虧損NT$ 1.70元。

【國巨*】Announcement of the company's unaudited consolidated revenue for July 115

Published ・ Source Taiwan | 臺灣證券交易所

國巨 reported July 2026 revenue of NT$16.131 billion, a record monthly high and a 51.5% increase year over year, driven mainly by strong demand for AI applications.

【大武山】Announcement that the board approved the consolidated financial report for Q2 115

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

【東華】Announcement of changes to the company's finance and accounting heads

Published ・ Source Taiwan | 臺灣證券交易所

東華 announced changes to its finance and accounting leadership. The former heads retired, and internal personnel were appointed in an acting capacity with board approval.

Companies mentioned:東華

【新保】Announcement on behalf of major subsidiary 誼光保全股份有限公司 of the ex-dividend record date

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:新保、誼光保全

【大武山】Announcement of changes to the members of the company's sustainability development committee

Published ・ Source Taiwan | 臺灣證券交易所

大武山牧場科技股份有限公司 (6952) announced a change in the membership of its sustainability development committee. Accounting and finance department manager 林依淑 will take over as the new member, effective Aug. 10, 115.

Companies mentioned:大武山牧場科技股份有限公司

【寶一】Announcement of the members of the company's second sustainability development committee

Published ・ Source Taiwan | 臺灣證券交易所

寶一科技 (8222) announced the members of its second sustainability development committee. Following the reelection of the tenth board of directors, 曾國浩, 胡淑賢 and 鍾易全 were reappointed, effective Aug. 10, 115.

Companies mentioned:寶一科技股份有限公司、駐龍精密機械股份有限公司、旭東機械工業股份有限公司

【永豐金】永豐金控 announces its and its subsidiaries' unaudited consolidated earnings for July 115

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

Companies mentioned:永豐銀行、京城銀行、永豐金證券

【大武山】Announcement on the status of commitments made when the company first applied to list its shares

Published ・ Source Taiwan | 臺灣證券交易所

大武山牧場科技 (6952) announced the status of its listing commitments, emphasizing audit controls over related-party transactions.

Companies mentioned:大武山牧場科技股份有限公司

【嘉威】Announcement that the board approved the appointment of the head of internal audit

Published ・ Source Taiwan | 臺灣證券交易所

嘉威 (3557) announced the appointment of a new head of internal audit.

Companies mentioned:嘉威

【寶一】Announcement of the board's resolution to appoint members of the sixth remuneration committee

Published ・ Source Taiwan | 臺灣證券交易所

寶一 reappointed 蘇慶陽, 黃敏恭, 盧文祥 and 李定安 to its remuneration committee, effective Aug. 10, 115.

【寶一】Announcement that the board approved the company's Q2 115 financial report

Published ・ Source Taiwan | 臺灣證券交易所

寶一 announced its Q2 115 financial report, with first-half net profit attributable to the parent company of NT$56.145 million and EPS of NT$0.82. Performance was steady.

【新保】Announcement on behalf of subsidiary 新誼整合科技股份有限公司 that it acquired 1 right-of-use asset from related party 台灣新光保全(股)公司

Published ・ Source Taiwan | 臺灣證券交易所

新誼整合科技 acquired office space from its parent company 新光保全 as a right-of-use asset. The intragroup real estate transaction aims to optimize operations.

Companies mentioned:新光保全、新誼整合科技

【統一】The company was invited to attend an investor conference hosted by 麥格理證券

Published ・ Source Taiwan | 臺灣證券交易所

統一 (1216) was invited to attend an investor conference hosted by 麥格理證券 in Singapore, where it will report on its first-half operations and financial position.

Companies mentioned:統一、麥格理證券

【南六】Announcement of the cash dividend record date for Minguo 一一五

Published ・ Source Taiwan | 臺灣證券交易所

南六 (6504) announced the schedule for its 115 cash dividend, with NT$72.6 million expected to be distributed on Oct. 14.

Companies mentioned:南六

【東哥遊艇】The company's consolidated financial report for Q2 115 was approved by board resolution

Published ・ Source Taiwan | 臺灣證券交易所

東哥遊艇 reported its consolidated financial results for the first half of 115, with basic earnings per share of NT$6.35.

【GOGOLOOK】The company was invited to attend an investor conference hosted by 宏遠證券

Published ・ Source Taiwan | 臺灣證券交易所

GOGOLOOK was invited to attend an investor conference hosted by 宏遠證券, where it will discuss its current operations and future outlook on Aug. 13, 115.

Companies mentioned:宏遠證券

【昶和】Announcement that the board approved the company's consolidated financial report for Q2 115

Published ・ Source Taiwan | 臺灣證券交易所

昶和 announced its financial report for Q2 115. Cumulative first-half EPS was NT$0.30, and net profit attributable to owners of the parent was about NT$48.66 million.

Companies mentioned:昶和

【日馳】The company has provided a new loan of at least NT$10 million and at least 2% of its net worth according to its latest financial statements

Published ・ Source Taiwan | 臺灣證券交易所

日馳 provided a new loan of RMB 7 million (about NT$32.865 million) to its Nantong subsidiary to meet short-term working capital needs.

Companies mentioned:日馳(南通)機械配件有限公司

【怡華】Announcement that the board approved a construction contract for a new project on land in the Renguang section of Yanshui District, Tainan City.

Published ・ Source Taiwan | 臺灣證券交易所

怡華 announced approval of a construction contract for a new project in Yanshui District, Tainan. Related party 新億營造 will build 40 townhouses under the contract, valued at about NT$260 million.

Companies mentioned:新億營造有限公司、先鑑不動產估價師事務所

【南六】Announcement that the board approved the company's consolidated financial report for Q2 115

Published ・ Source Taiwan | 臺灣證券交易所

Original南六(6504)公告115年第二季合併財報,上半年淨利987仟元,EPS為0.01元。

【新保】Announcement on behalf of major subsidiary 誼光保全股份有限公司 that it acquired 1 right-of-use asset from related party 新光紡織(股)公司

Published ・ Source Taiwan | 臺灣證券交易所

新保 subsidiary 誼光保全 leased office space in Taoyuan from 新光紡織 for business planning.

Companies mentioned:新光紡織

[幸福] announces that the board has submitted materials for the 115年 second-quarter consolidated financial report.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

[氣立] invited to attend an investor conference organized by 富邦證券.

Published ・ Source Taiwan | 臺灣證券交易所

氣立(4555)will attend an investor conference organized by 富邦證券 to discuss its operating conditions. This is a routine investor-relations activity intended to enhance information transparency.

Companies mentioned:富邦證券

[日馳] announces that the board approved the 115年度 second-quarter consolidated financial report.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

[嘉威] announces that the board approved the company's financial report for the second quarter of 115年度.

Published ・ Source Taiwan | 臺灣證券交易所

嘉威 announced its financial report for the first half of 115年. Cumulative operating revenue was approximately 2.395 billion, and earnings per share were 0.68.

Companies mentioned:嘉威

[中租-KY] announces its unaudited consolidated profit and loss for July 115年.

Published ・ Source Taiwan | 臺灣證券交易所

中租控股 announced its unaudited consolidated profit and loss for July 115年. Net profit after tax for the month was 1.948 billion, and cumulative net profit after tax for January-July was 13.376 billion.

Companies mentioned:中租控股

[光群雷] releases the company's operating results for July 115年.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

[台船] Board approves the consolidated financial report for the second quarter of 115年.

Published ・ Source Taiwan | 臺灣證券交易所

台船 announced its consolidated financial report for the second quarter of 115年. Net profit attributable to the parent company for the first half of the year was 355 million, with EPS of 0.28.

[和椿] The company was invited to attend an investor conference organized by 國票證券.

Published ・ Source Taiwan | 臺灣證券交易所

和椿(6215)was invited to attend an investor conference organized by 國票證券 on the afternoon of 115年8月11日.

Companies mentioned:國票證券

[鈺齊-KY] Sets the ex-dividend trading date for its cash dividend for the second half of 2025.

Published ・ Source Taiwan | 臺灣證券交易所

鈺齊-KY announced a cash dividend for the second half of the year, with a payout of 3.1 per share, to be distributed on 10/15.

[科定] announces that the board approved the consolidated financial report for the second quarter of 115年度.

Published ・ Source Taiwan | 臺灣證券交易所

科定(6655) announced its financial results for the first half of 115年, with revenue of 1.508 billion and EPS of 2.62.

Companies mentioned:科定

[恆大] announces a change in the membership of the company's compensation committee.

Published ・ Source Taiwan | 臺灣證券交易所

恆大(1325) announced the membership of its compensation committee. The members remain 張金蓮、吳正明 and 臧明倫, effective 115年08月10日.

Companies mentioned:恆大

[東明-KY] announces that the board meeting to review the company's consolidated financial report for the second quarter of 115年 is scheduled for 115年08月18日.

Published ・ Source Taiwan | 臺灣證券交易所

東明-KY plans to hold a board meeting on 115年8月18日 to discuss its second-quarter consolidated financial report.

[汎銓] The board resolved to approve the consolidated financial report for the second quarter of 115年.

Published ・ Source Taiwan | 臺灣證券交易所

汎銓 released its financial report for the second quarter of 115年. First-half revenue was 1.214 billion, net loss for the period was 13.25 million, and loss per share was 0.25.

[潤隆] announces that the board approved the consolidated financial report for the second quarter of 115年.

Published ・ Source Taiwan | 臺灣證券交易所

潤隆(1808)announced its consolidated financial report for the second quarter of 115年. Net profit attributable to owners of the parent for the first half of the year was approximately 2.247 billion, with earnings per share of 2.52.

[潤隆] announces that the chairman has set the ex-dividend record date and cash dividend payment date.

Published ・ Source Taiwan | 臺灣證券交易所

潤隆 (1808) announced a cash dividend of 1.5 yuan per 1 share, setting 115年10月2日 as the ex-dividend date and Oct. 30 as the payment date. Its stable shareholder returns are earning recognition.

[恆大] announces that the board approved the consolidated financial report for the second quarter of 115年.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

[偉訓] announces the company's unaudited consolidated operating revenue for July 115年.

Published ・ Source Taiwan | 臺灣證券交易所

偉訓科技 reported consolidated revenue of NT$1.123 billion for July 2026年, down 2% year on year. Revenue for the first seven months totaled NT$6.67 billion, up 12% year on year. These preliminary financial figures have not yet been reviewed by an accountant. The information may help investors assess the company's operating trends.

[愛山林] announces that the board approved the consolidated financial report for the second quarter of 115年.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

[中視] Corrects a misstatement in the company's June 115年 revenue.

Published ・ Source Taiwan | 臺灣證券交易所

中視 corrected its revenue figures for June 115年. The misstated amount has been corrected, and the announcement has been uploaded again.

Companies mentioned:中國電視事業股份有限公司

[乙盛-KY] announces that the chairman has set the ex-dividend record date.

Published ・ Source Taiwan | 臺灣證券交易所

乙盛-KY resolved to distribute a cash dividend of 2.2 per share, with the ex-dividend date set for 9/14.

Companies mentioned:乙盛-KY、富邦銀行

[神達] Press release: 神達控股 announces July revenue for year 一百一十五.

Published ・ Source Taiwan | 臺灣證券交易所

神達控股 reported unaudited consolidated revenue of NT$12.834 billion for July 115年.

Companies mentioned:神達控股

[智伸科] announces that the board approved the consolidated financial report for the second quarter of 115年度.

Published ・ Source Taiwan | 臺灣證券交易所

智伸科 released its consolidated financial report for the second quarter of 115年度. Cumulative revenue for the first half of the year was 4.555 billion, with earnings per share of 4.77.

[智伸科] announces a change in the acting head of accounting.

Published ・ Source Taiwan | 臺灣證券交易所

智伸科(4551) announced a change in its acting head of accounting, with 吳正芬 appointed to the role effective immediately.

Companies mentioned:智伸科

[智伸科] On behalf of its subsidiary FORTUNE TOWER HOLDING CO., LTD, announces a new amount of funds loaned that meets the requirements of Article 第二十二, Paragraph 第一, Subparagraph 第三 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.

Published ・ Source Taiwan | 臺灣證券交易所

智伸科 announced that its 100%-owned subsidiary, FORTUNE TOWER HOLDING CO., LTD, received an interest-free loan of NT$193 million for short-term working capital.

Companies mentioned:智伸科、FORTUNE TOWER HOLDING CO., LTD、GLOBAL ADVANCE TECHNOLOGY LIMITED

[智伸科] Makes this announcement in accordance with Article 第二十五, Paragraph 第一, Subparagraphs 第二、第三 and 第四 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.

Published ・ Source Taiwan | 臺灣證券交易所

智伸科 added endorsements and guarantees exceeding 1.45 billion to help a subsidiary obtain bank credit facilities.

Companies mentioned:智伸科、GLOBAL ADVANCE TECHNOLOGY LIMITED

[中揚光] On behalf of its subsidiary 紘立光電股份有限公司, announces a change in the heads of finance and accounting.

Published ・ Source Taiwan | 臺灣證券交易所

中揚光 announced changes to the heads of finance and accounting at its subsidiary 紘立光電, with 潘景祥 taking over the roles.

Companies mentioned:中揚光、紘立光電

[國票金] On behalf of its subsidiary 樂天國際商業銀行, announces completion of capital registration changes following a capital reduction and capital increase.

Published ・ Source Taiwan | 臺灣證券交易所

國票金's subsidiary 樂天國際商業銀行 completed registration of changes following a capital reduction and capital increase. Paid-in capital remains at 10 billion, while net asset value per share rose to 9.70.

Companies mentioned:國票金、樂天國際商業銀行

[台積電] TSMC July 2026年 revenue report.

Published ・ Source Taiwan | 臺灣證券交易所

台積電 reported July revenue of 467.58 billion, up 5.6% month on month and 44.7% year on year, a strong performance.

Companies mentioned:台積電

[泓德能源] announces an adjustment to the cash dividend payout rate.

Published ・ Source Taiwan | 臺灣證券交易所

泓德能源 adjusted its cash dividend to 2.53772939 per share following the conversion of corporate bonds into common shares.

Companies mentioned:泓德能源

[慧友] announces the company's consolidated revenue for July 115年.

Published ・ Source Taiwan | 臺灣證券交易所

Original慧友公布7月營收5,111萬元,月增年增表現強勁,累計營收年增逾一倍。

Companies mentioned:慧友

[台船] Announces a guarantee for its subsidiary 台船動力科技股份有限公司 in accordance with the requirements of Article 第二十五, Paragraph 第一, Subparagraphs 第二 through 第四 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.

Published ・ Source Taiwan | 臺灣證券交易所

Taiwan International Shipbuilding (台船) added a guarantee of 140 million New Taiwan dollars for its subsidiary 台船動力科技. The financial support will help expand operations.

Companies mentioned:台船動力科技股份有限公司

[台船] Announces that the amount of endorsements and guarantees for its subsidiary 台船動力科技股份有限公司 meets the requirements of Article 第二十五, Paragraph 第一, Subparagraph 第一 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.

Published ・ Source Taiwan | 臺灣證券交易所

The board of 台船(2208)approved on Aug. 10 a NT$140 million guarantee for its subsidiary 台船動力科技 to meet its business needs.

Companies mentioned:台船、台船動力科技股份有限公司

【欣高】Announcement that the board approved the consolidated financial statements for Q2 of 115.

Published ・ Source Taiwan | 臺灣證券交易所

欣高(9931)reported consolidated financial results for the first half of 115, with cumulative earnings per share of NT$1.48.

Companies mentioned:欣高

【關貿】Announcement of details regarding the company’s investor conference.

Published ・ Source Taiwan | 臺灣證券交易所

關貿(6183)will hold an investor conference on Aug. 11, 115, to discuss the company’s latest operating conditions.

Companies mentioned:關貿、臺灣證券交易所

【南帝】Announcement that the company’s board approved the consolidated financial report for the second quarter of 115.

Published ・ Source Taiwan | 臺灣證券交易所

The summary of this item is not shown

【巨大】Correction: Announcement of assets and liabilities in the company’s consolidated financial statements for Q2 of 115, approved by the board.

Published ・ Source Taiwan | 臺灣證券交易所

Due to errors in its financial report data, 巨大機械工業 corrected the figures for assets, liabilities and shareholders’ equity in its consolidated financial statements for Q2 of 115. The move is important for ensuring financial transparency and investor decision-making.

【台船】Announcement of the appointment of a new member to the company’s 6th Remuneration Committee.

Published ・ Source Taiwan | 臺灣證券交易所

Taiwan International Shipbuilding (台船) appointed independent director 陳良銘 as a new member of its 第六 Remuneration Committee on August 10, 2026. The move aims to strengthen corporate governance and advance the development of its governance framework.

【華新】Clarification of media reports

Published ・ Source Taiwan | 臺灣證券交易所

華新麗華 clarified media reports about certification and mass-production progress at its subsea cable plant, stating that information about the company’s operations should be based on announcements on the Market Observation Post System.

Companies mentioned:華新麗華

【捷敏-KY】Clarification of media reports

Published ・ Source Taiwan | 臺灣證券交易所

捷敏-KY clarified media reports about its profitability and capacity utilization, reiterating that financial information should be based on official announcements.

Companies mentioned:捷敏-KY、MoneyDJ理財網

[沛爾生醫-創] announces that the par value of its shares will change from NT$10 to NT$0.5. Announcement period: Aug. 6, 115, to Nov. 5, 115.

Published ・ Source Taiwan | 臺灣證券交易所

沛爾生醫-創 announced that its par value per share will change from NT$10 to NT$0.5. The change has been approved and will take effect on Sept. 7, 115. It aims to improve trading liquidity and could affect the investor base.

Original【上緯投控】公告本公司名稱由「上緯國際投資控股股份有限公司」更名為「上緯國際控股股份有限公司」,公告期間:115年6月11日至115年9月10日。

Published ・ Source Taiwan | 臺灣證券交易所

上緯投控 changed its name from 『上緯國際投資控股』 to 『上緯國際控股』. Its stock code, 3708, will remain unchanged. The change is part of efforts to unify the corporate brand and pursue an international strategy.

【三晃】Announcement that the company's name will change from “三晃股份有限公司” to “國慶科技股份有限公司”; announcement period: July 1, 115, to Sept. 30, 115.

Published ・ Source Taiwan | 臺灣證券交易所

三晃股份有限公司 approved a name change on June 29, 2026, and officially changed its name to 國慶科技股份有限公司. Its stock code remains 1721. The move reflects the company’s transformation strategy and has no material impact on investors.

Taiwan | 鉅亨網(18)

Original微軟自研AI晶片大擴產 傳台積電拿下逾30萬顆訂單

Published ・ Source Taiwan | 鉅亨網

Microsoft is expanding production of its in-house AI chip Maia 300 and plans to order more than 300,000 units from TSMC. The aim is to reduce AI infrastructure costs and stabilize supply.

Companies mentioned:台積電、NVIDIA、Google Cloud、Amazon Web Services、Alphabet、IDC

〈Precious metals after-hours〉Bullish momentum drives gold to a 9-week high

Published ・ Source Taiwan | 鉅亨網

Gold prices rose amid bullish momentum and fears of missing out, reaching a 9-week high as investors awaited U.S. inflation data for clues on Federal Reserve policy. China’s central bank accelerated its gold purchases, while market expectations for a Fed rate hike grew.

Companies mentioned:StoneX、American Gold Exchange、路透社、芝商所

Gold holds above 4300! 城堡證券 turns bullish for the first time this year, naming 5 catalysts that could converge to ignite prices

Published ・ Source Taiwan | 鉅亨網

Gold prices held at $4,300, and 城堡證券 issued its first buy recommendation of the year. 5 factors, including weakening U.S. employment data and increased central bank purchases, have converged to intensify upward pressure on the precious metals market.

Companies mentioned:城堡證券、SPDR、iShares

Apple’s 20th-anniversary “all-glass iPhone” reportedly scrapped; Jefferies downgrades Apple

Published ・ Source Taiwan | 鉅亨網

Apple has reportedly scrapped an all-glass model planned for the iPhone’s 20th anniversary. Jefferies downgraded its rating to “Sell” due to yield and cost pressures, lowering its price target to $263.66.

Companies mentioned:Jefferies

Do U.S. stocks have further room to rise? Rally no longer powered by AI giants as gains broaden across the S&P 500

Published ・ Source Taiwan | 鉅亨網

The S&P 500's gains are spreading beyond major AI companies to a broad range of businesses, and the equal-weighted index is performing well. This points to a healthy market, with upcoming economic indicators in focus.

Companies mentioned:Moneyfarm、富蘭克林坦伯頓、Wilsey資産管理、Lumentum、思科系統

SpaceX shares surge 16% after lockup expires; next 7% tranche of locked-up shares arrives 8/20

Published ・ Source Taiwan | 鉅亨網

After SpaceX's initial lockup period ended, its stock unexpectedly surged 16%. The absence of selling pressure and short covering pushed the shares higher. The next tranche of shares will be released on Aug. 20.

Companies mentioned:Tesla、花旗

Turning battlefield gains into value! Zelensky and Saudi crown prince discuss drone cooperation, with defense and food security as key priorities

Published ・ Source Taiwan | 鉅亨網

Ukrainian President Zelensky discussed defense cooperation, a drone agreement and food security with the Saudi crown prince. A strategy is advancing to turn battlefield experience into international cooperation and an economic asset.

Trump extends Jones Act waiver for 90 days to protect energy supplies amid Iran war

Published ・ Source Taiwan | 鉅亨網

The Trump administration extended the Jones Act waiver for 90 days, allowing foreign vessels to continue transporting energy within the United States. The aim is to stabilize supply amid the risk of war with Iran, and the move could have effects even just before the election.

Original高盛看多標普衝8000點!美股迎史上最大發行潮 但「需求將持續壓倒供給」

Published ・ Source Taiwan | 鉅亨網

Goldman Sachs forecast that the S&P 500 will reach 8,000 points, with $1.4 trillion in corporate buybacks supporting demand amid expectations of a record $700 billion in stock issuance in 2026. AI investment is the main driver of funding needs.

〈New York FX〉Dollar rebounds after 2 straight weeks of losses; yen gives back intervention-driven gains

Published ・ Source Taiwan | 鉅亨網

The U.S. dollar rebounded after 2 weeks of declines as escalating tensions in the Middle East boosted safe-haven demand. The yen, which rose after intervention by the Bank of Japan, fell again and approached the 159-yen level. Markets are watching this week's inflation data.

Nvidia joins 6 financial giants to raise $500 billion! Jensen Huang: AI computing power has become an investable asset

Published ・ Source Taiwan | 鉅亨網

Nvidia plans to raise more than $500 billion with 6 financial institutions, including Apollo and 貝萊德, turning AI computing power into an investable asset and changing the industry’s capital structure.

Companies mentioned:阿波羅全球管理、貝萊德、黑石集團、Brookfield Asset Management、高盛、KKR、Anthropic

Meta hit with $1.4 trillion claim! Nearly equal to its entire market value as controversy over teen addiction reignites

Published ・ Source Taiwan | 鉅亨網

Meta faces $1.4 trillion in damages claims from 4 U.S. states over allegations that it harmed the mental health of minors. The sum is comparable to the company's market capitalization and has caused a major stir in the social media industry.

〈U.S. stocks after-hours〉Trump demands reparations from Iran; oil prices surge, Intel leads chip stocks lower, Philadelphia Semiconductor Index plunges nearly 3%

Published ・ Source Taiwan | 鉅亨網

Oil prices surged amid U.S.-Italy tensions, reigniting inflation concerns. Semiconductor stocks fell sharply, with Intel's announcement of a $15 billion share issuance heightening market concerns in particular.

Companies mentioned:Intel、NVIDIA、Apple、Microsoft、Amazon、Meta、AMD、Broadcom、Applied Materials、Qualcomm、Micron、TSMC、SK Hynix、Citi、Jefferies、Interactive Brokers、Horizon Investments、Cisco

Memory prices could soar 268%! AI frenzy propels semiconductor market toward $1.7 trillion

Published ・ Source Taiwan | 鉅亨網

The semiconductor market is expected to reach $1.7 trillion by 2026 as AI data centers expand. A sharp surge in demand for HBM in particular has driven memory prices up by as much as 268%, bringing major changes to the supply structure.

Companies mentioned:Samsung Electronics、SK hynix、Micron Technology、NVIDIA

U.S. strategic oil reserves fall below 300 million barrels, lowest since 1983

Published ・ Source Taiwan | 鉅亨網

The U.S. Strategic Petroleum Reserve fell to 298.7 million barrels, its lowest level since 1983 and below 300 million barrels. The decline reflects ongoing releases to address supply concerns as part of joint action by IEA member states, significantly affecting energy markets.

Original〈台股盤前要聞〉4萬5關卡遇阻 外資期貨空單逼近9萬口、台積電7月營收再刷新高

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks were blocked from rising at 45,000 points, while foreign investors' short positions in futures reached 89,200 contracts. 台積電 posted record July revenue, driven mainly by AI demand and new Apple models.

Companies mentioned:台積電、聯強、聯發科、日月光投控、中鋼、保瑞、台達電、國巨、華新科、台灣大

〈Energy after-hours〉Oil surges more than 5%! U.S. and Iran demand reparations from each other; hopes for reopening the Strait of Hormuz fade; Brent returns to $87

Published ・ Source Taiwan | 鉅亨網

Oil prices surged by more than 5% as the United States and Iran demanded compensation from each other and prospects for reopening the Strait of Hormuz receded. Supply concerns are dominating the market.

Companies mentioned:Saudi Aramco、ADNOC、BOK Financial

【袁志峰 column】Hong Kong stock turnover falls significantly in August

Published ・ Source Taiwan | 鉅亨網

Trading volume on the Hong Kong stock market declined in August, while the Hang Seng Index rose 1.0% to 25,937 points. Southbound funds turned to net buying, and 京東健康 and gold stocks rose. This reflects investors' cautious stance.

Companies mentioned:京東健康、建滔積層板、金斯瑞生物、中芯國際、老鋪黄金、周大福、翰森製藥、農夫山泉、申洲國際、紫金礦業、吉利汽車、康師傅、港鐵、九龍倉置業、中國神華、藥明康德、信達生物、李寧、恒隆地產、恒基地產、中國人壽、泡泡瑪特、洛陽鉬業、美團、阿里、小米、京東、聯想、比亞迪、蔚來、阿里健康、攜程、美的集團、嗶哩嗶哩、地平線機器人、小鵬集團、海爾智家、華虹宏力、招金礦業、山東黄金、中煤能源、兗礦能源、玖龍紙業、理文造紙、百勝中國

Taiwan | 風傳媒(17)

沈旭暉 column: Migrants from Morocco storm the Spanish enclave of Ceuta—why did the crisis erupt so suddenly?

Published ・ Source Taiwan | 風傳媒

Large numbers of Moroccan migrants entering Spain illegally flocked to the Spanish enclave of Ceuta, renewing tensions over European migration policy. The backdrop includes a clash between geopolitical pressure and humanitarian concerns, with suspicions that Morocco is deliberately allowing the crossings.

Gongsun Ce column: The Iran war—face, substance and life or death

Published ・ Source Taiwan | 風傳媒

The Trump administration is said to be considering ending the war with Iran without a nuclear deal. This stems from domestic political and strategic realities, including the midterm elections and pressure on military stockpiles. In this situation, what lies behind the scenes takes precedence over saving face.

Tsai Shih-chieh’s view: The Dragon Slayer Becomes a Dragon, Part One—Toxic Oil on the Table, Chiang Wan-an Takes His Anger to Ketagalan Boulevard

Published ・ Source Taiwan | 風傳媒

In 2026, carcinogens were detected in cooking oil from 中聯油脂, with the issue spreading to several oil manufacturers and school meal programs. Chiang Wan-an and others protested on Ketagalan Boulevard, raising questions about the central government's accountability.

Companies mentioned:中聯油脂、福懋、福寿、泰山、南僑

Wang Chih-hsiung’s view: From Chen Shih-chung to Shih Chung-liang, the Ministry of Health and Welfare Is Neither Hygienic nor Principled

Published ・ Source Taiwan | 風傳媒

Professor Wang Chih-hsiung criticized Taiwan’s Ministry of Health and Welfare, from Chen Shih-chung to Shih Chung-liang, saying political interference and food safety crises have repeatedly sparked controversy. Its professionalism and independence have come under serious scrutiny, severely eroding public trust in the government.

Companies mentioned:慈濟、中聯油脂

Tu Tzu-chin’s view: The National Security Crisis of a Collapsing Population Structure

Published ・ Source Taiwan | 風傳媒

Taiwan faces a rapidly deteriorating population structure, with a shrinking workforce and accelerating population aging threatening economic competitiveness and national security. Existing policies have failed to address the problem at its root.

Companies mentioned:日本政府、韓国政府、新加坡政府

Hsia I-hsin’s view: Lessons from Tzu Chi’s Vaccine Purchase Scam and Reflections on 高端疫苗’s EUA Path

Published ・ Source Taiwan | 風傳媒

A fraud case in which the Tzu Chi Foundation lost 1.06 billion yen in connection with the purchase of BNT vaccines has prompted a review of the EUA approval process for Medigen vaccines. The circumstances of approval before clinical trials were completed have drawn scrutiny, raising questions about transparency in public health policy.

Companies mentioned:慈済基金会、高端疫苗、BNT、Moderna、Novavax、AZ

Lee Chung-chien column: As the Pentagon Admits “U.S. Forces Lose Every Wargame,” Washington Think Tanks Detail 5 Ways to Counter China’s Aircraft Carriers

Published ・ Source Taiwan | 風傳媒

Amid U.S. Defense Department war games in which the United States is said to "lose every time," CSIS has proposed tactics to counter China's new aircraft carriers. The focus is on an asymmetric strategy using submarines and drones.

Companies mentioned:戦略と国際安全保障センター(CSIS)

Original子女結婚,父母送688萬元「贈與稅0元」!國稅局曝6個月關鍵期,錯過恐要繳稅

Published ・ Source Taiwan | 風傳媒

When their children marry, parents can give a combined NT$6.88 million tax-free, but the gifts must be made within 6 months before or after the marriage registration date, with proof provided, or they may be taxed.

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