AI News 180m Report

2026-08-12 12:00–15:00 JST

637 received, 637 listed, 8 sources ・ Page 7 of 7

One place for news and notices from 2 countries/regions: Japan, 430 items from 1 source; Taiwan, 207 items from 7 sources.

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)(46)

【佳大】Announces full receipt of payment for the company’s first private placement of common shares in 115 and the capital increase record date

Published ・ Source Taiwan | 臺灣證券交易所

佳大 has received full payment for its private placement of common shares, totaling more than 518 million yuan. The record date for the capital increase is set for Aug. 14.

Companies mentioned:佳大世界股份有限公司

【億泰】Announces the company’s consolidated financial report for the second quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

億泰 reported consolidated first-half results for 115, with revenue of about 2.789 billion yuan and EPS of 0.54 yuan.

【統懋】Announces revisions to portions of the company’s annual report for the fiscal 114 shareholders’ meeting

Published ・ Source Taiwan | 臺灣證券交易所

統懋半導體 revised and re-uploaded its annual report for the fiscal 114 shareholders’ meeting in accordance with instructions from the Taiwan Stock Exchange.

Original【英業達】代子公司英華達股份有限公司公告董事會決議通過英華達(南京)科技有限公司吸收合併英華達(南京)電子有限公司

Published ・ Source Taiwan | 臺灣證券交易所

英業達 subsidiary 英華達(南京)科技有限公司 has resolved to absorb and merge with fellow subsidiary 英華達(南京)電子有限公司, with the aim of simplifying the organization and reducing costs.

Companies mentioned:英業達、英華達(南京)科技有限公司、英華達(南京)電子有限公司

Taiwan | 鉅亨網(28)

NVIDIA eases a major concern in the AI market. Analyst says it could reduce the risk of “circular trading”

Published ・ Source Taiwan | 鉅亨網

Nvidia announced an AI infrastructure financing partnership worth more than $500 billion with Apollo, ブラックストーン, ゴールドマン・サックス and others. The move is intended to ease concerns about circular transactions in the market and avoid capital risks.

Companies mentioned:アポロ・グローバル・マネジメント、ブラックストーン、ゴールドマン・サックス、モルガン・スタンレー、アメリカン・エキスプレス・バンク

European Patriot missile stocks running low, putting Ukraine’s air defenses to the test

Published ・ Source Taiwan | 鉅亨網

Stocks of Patriot missiles in European countries have run low, putting Ukraine's air defense capabilities at risk. The United States is also prioritizing replenishing its own stockpiles, making the limits of support clear.

Apple loses another round in App Store commission battle! Court rejects request to delay, orders proposal within 24 hours

Published ・ Source Taiwan | 鉅亨網

A U.S. court ordered Apple to submit a proposal for fees on external App Store payments within 24 hours. The lawsuit with Epic Games could affect Apple's revenue model and have repercussions across the industry.

Companies mentioned:Epic Games

After acquiring Cursor, Musk steps up push into enterprise AI agents! SpaceXAI launches all-hours “digital coworker” Grok Bot

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:Anthropic、OpenAI、Cursor

Just how weak is the yen? “Pork cutlet curry index” calculates that 1 U.S. dollar is worth just 62 yen

Published ・ Source Taiwan | 鉅亨網

Geoff Yu, a strategist at BNY Mellon, proposed the “Katsu Curry Index” to assess the yen's weakness in the foreign exchange market in terms that reflect people's everyday experience. It is also relevant to trends following currency market interventions by the Bank of Japan and the government.

Companies mentioned:CoCo壱番屋、麦当劳、星巴克、肯德基

Intel’s fundraising target rises to 20 billion dollars. Why is that good news for ASML?

Published ・ Source Taiwan | 鉅亨網

Intel raised $20 billion to invest in advanced semiconductor manufacturing equipment. This is positive news for ASML and related equipment makers, as it could boost demand.

Companies mentioned:ASML、Lam Research、KLA Corp、Applied Materials

OriginalC羅結束10年愛情長跑 曬婚戒宣布結婚 五名子女見證完婚

Published ・ Source Taiwan | 鉅亨網

Soccer player Cristiano Ronaldo announced his marriage to Georgina Rodríguez, his partner of 10 years. He posted a ring on social media and held the wedding in Portugal, surrounded by family. The news attracted worldwide attention.

Companies mentioned:Brunswick Group、Gucci

Original富致全年營收估增2成起跳 毛利率站穩50%獲利上看半股本

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original富致今年營收至少成長 2 成起跳
  • Full-year gross margin to remain above 50%
  • Original富致上半年營收 3.21 億元
  • Up 14.85% year on year
  • Gross margin of 51.50%
  • Up 5.44 percentage points year on year
  • Original稅後純益 0.85 億元
  • Up 108% year on year
  • Earnings per share of NT$2.28
  • Original累計前 7 月營收 3.93 億元
  • Up 22.2% year on year
  • The company has a 7% share of the global PPTC market
  • Original產品原物料成本比重約 3 成
  • Metal and PP costs rose 10-12%
  • First half of this year

Companies mentioned:富致、美系雲端服務商 (CSP)、AI 伺服器代工廠、工業電腦廠、美日韓車廠

〈Real Estate〉MRT terminal stations in Taipei and New Taipei are not necessarily the cheapest; 4 affordable locations are at the penultimate stop

Published ・ Source Taiwan | 鉅亨網

永慶房屋 analysis found that the most affordable MRT stations in Taipei and New Taipei are often at the penultimate stop, such as Yongning, Danfeng and Xingfu, reflecting how homebuyers can lower the barrier to purchase by choosing their location. The finding offers an important reference for first-time buyers and owner-occupiers.

Companies mentioned:永慶房屋

Major warning for Apple! All-glass iPhone reportedly scrapped over poor yields; 傑富瑞 downgrades stock to “underperform”

Published ・ Source Taiwan | 鉅亨網

Originalジェフリーがアップルの評価を「アンダーパフォーム」に引き下げ。全ガラスiPhoneの量産問題が原因とされ、2027年モデルの計画変更の可能性が浮上。アップルの価格戦略に暗雲。

Companies mentioned:ジェフリー、マイクロソフト、Alphabet、アマゾン、Meta

立凱-KY plans to invest NT$1 billion in a new plant, which is expected to contribute revenue in the second half of 2027

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:テスラ、台湾立凱電能

Musk lays out a concrete timeline, saying AI will account for 99% of SpaceX’s value in 5 years

Published ・ Source Taiwan | 鉅亨網

Elon Musk said at an all-hands meeting at SpaceX that AI would account for most of the company's revenue within a few months and 99% of its value in 5 years. The announcement signals a major strategic shift for the company.

Companies mentioned:Cloudflare

Summer rally in U.S. stocks hits turbulence as surging Treasury yields pose the biggest threat

Published ・ Source Taiwan | 鉅亨網

U.S. Treasury yields surged, with the 10-year yield reaching 4.73%. Rising oil prices and geopolitical risks were factors, creating headwinds for the stock market. Investor caution is growing.

Companies mentioned:Trading Point XM、ING

力積電 to pay a dividend of NT$0.23 per share for the first half, its first payout in nearly 3 years; shares hit limit-up

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Will pay a cash dividend of NT$0.23 per share
  • Earnings per share reached NT$4.08
  • The related business’s share of revenue has risen from its previous 3%
  • The company has set a goal of raising it to 20% within the next three years

Companies mentioned:力積電、黃崇仁、謝再居

AI demand in 2028 could “shock the world”! 亞馬遜 CEO warns computing capacity will fall short through 2027; even spending US$220 billion now won’t be enough

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original第二季淨銷售額年增 20% 至 2,006 億美元
  • Original營業利益達 275 億美元
  • Up 43% year on year
  • AWS revenue rose 36.7% year on year
  • Original年化營收規模已達 1,690 億美元
  • OriginalAI 業務及自研晶片業務的年化營收規模均已突破 250 億美元
  • Original將 2026 年資本支出預估從原先約 2,000 億美元上調至 2,200 億美元

Companies mentioned:亞馬遜、OpenAI、Anthropic、輝達、超微半導體、Google、Alphabet、微軟、Meta、甲骨文

Unfazed by the pullback! Foreign investors ramp up holdings in 中際旭創 H shares; 小摩 stake hits 15.6%, while 高盛 and 大摩 raise theirs to 12.19% and 6.23%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Holding rises from 14.93% to 15.60%
  • 高盛 also increased its stake over the same period, from 5.95% to 12.19%
  • 摩根士丹利 (hereafter 大摩) raised its long position in 中際旭創 H shares from 5.92% to 6.23% on the same day
  • Original以 40 億至 80 億元回購 A 股

Companies mentioned:中際旭創、摩根大通、小摩、高盛、摩根士丹利、大摩、蘇州乾融晟潤創投基金

Results surge at several brunch and fast-food chains; 揚秦 pushes “multiple locations” franchise strategy

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 麥味登 has surpassed 1000 stores
  • 揚秦’s 麥味登 has a total of 1043 stores
  • 炸雞大獅 has 123 stores at home and abroad
  • REAL 真 ‧Cafe‧Bread has 8 stores
  • 涮金鍋 has 8 stores
  • 檳城煎蕊 has 1 store
  • Nearly 300 company-operated stores across Taiwan

Companies mentioned:揚秦、麥味登、QBurger、安心、摩斯漢堡、全家餐飲、炸雞大獅、REAL 真 ‧Cafe‧Bread、涮金鍋、檳城煎蕊

Hard to find staff, who leave quickly? 104 report reveals 3 major hiring challenges; more than 97% of companies struggle, and “this” is key to retention

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Companies take an average of 44.9 days to find an employee
  • Original新人到職半年後的留任率僅有62.2%
  • As many as 97.7% of companies encounter difficulties when recruiting
  • It takes an average of 77 days to find a suitable candidate for a managerial role
  • For general employees, the average is 40 days
  • Applicants’ qualifications do not match requirements: 61%
  • Insufficient competitiveness of salary and benefits: 39%
  • Failure to showcase the company’s distinctive employer brand: 35.4%
  • The general services sector has the lowest retention rate, at just 56.6%

Companies mentioned:104人力銀行

Spot yuan-dollar exchange rate hits a 42-month high; yuan expected to appreciate gradually in the second half

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The yuan-dollar spot rate rose to an intraday high of 6.7439 on the 10th (Monday)
  • It has appreciated by nearly 3.5% so far this year
  • The yuan’s central parity rate against the dollar was also raised by 20 basis points that day, to 6.7884
  • Appreciation of 3.42% so far this year
  • The yuan exchange rate is expected to remain stable, fluctuating in both directions around 6.75 in August

Companies mentioned:工銀亞洲、民生銀行

AI is about more than chips! 大摩 bullish on smart hardware, sharply raises LG’s target price

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • LG 電子 shares rose as much as 8.6% intraday Wednesday (the 12th)
  • LG Innotek also gained 7.1%
  • Original摩根士丹利大幅調高 LG 電子目標價,由原先的 9.5 萬韓元上調至 26 萬韓元

Companies mentioned:摩根士丹利、LG 電子、LG Innotek、LG Display

〈Real Estate〉University graduates under 30 can already afford homes; this group was most visible in Taoyuan in the first quarter

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Home-purchase loan applications from university-educated buyers aged 20 to under 30 accounted for 6% of all applications
  • The figure reached 7.2% in the first quarter of 2025
  • Young buyers’ share of home purchases fell to 6.6% in the first quarter of this year
  • That is 0.6 percentage points higher than four years ago
  • Taoyuan accounted for the largest share, at 21.8%
  • Taichung came next at 17.8%
  • New Taipei: 15.9%
  • 57.2% bought newly built homes completed within the past 3 years
  • 74% of the properties were elevator apartment buildings
  • Original第一份上班族工作年薪大約 40 萬上下
  • Even after saving for seven years, they would have at most a million

Companies mentioned:台灣房屋觀、台灣房屋趨勢中心、台灣房屋集團趨勢中心

〈Stock Spotlight〉邁科's CSP product ramp-up drives first-half EPS to a record 1.66 yuan; shares rise by more than half the limit-up

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original上半年稅後純益達 1.12 億元
  • Earnings per share were 1.66 yuan
  • Original第二季營收 10.47 億元
  • Up 22.52% quarter on quarter
  • Up 0.55% year on year
  • Gross margin was 21.46%
  • Up 3.26 percentage points quarter on quarter
  • Up 1.35 percentage points year on year
  • Operating margin was 10.74%
  • Up 4.19 percentage points quarter on quarter
  • Up 0.14 percentage points year on year
  • Original稅後純益 0.68 億元
  • Up 51.54% quarter on quarter
  • Up 1.66 times year on year
  • Earnings per share

Companies mentioned:邁科、CSP

Three major convenience store and supermarket chains post July sales highs; August outlook even more upbeat, with a bright Q3 outlook

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The company now has a total of 8,389 locations nationwide, including stores and diverse service outlets such as 智 FUN machines
  • Slush drink sales jumped 60%
  • Fresh food and dessert sales rose 10%
  • 全家 had a total of 4,513 stores in Taiwan

Companies mentioned:統一超、全家、三商家購、台灣 7-ELEVEN、菲律賓 7-ELEVEN、統一生活、康是美、統一精工、悠旅生活、星巴克、中華信用評等公司

U.S. lifts restrictions, allowing TikTok on federal government devices

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original超過 2 億美國用戶能夠繼續使用 TikTok

Companies mentioned:TikTok、字節跳動、蘋果

Original蘋果創新撞上成本天花板?華爾街重新定價 六家喊賣 逾十年最大看空潮

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Price target cut from $285.56 to $263.66
  • 蘋果 shares later closed down 1.5% at $308.26
  • The 20th-anniversary iPhone was initially estimated by the market to potentially sell for $2,060
  • The market expects 蘋果 could launch its first foldable iPhone in September 2026, with some analysts estimating a starting price close to $2,000
  • 摩根大通 analysts had previously also estimated its price at about $1,999
  • Original大型科技企業今年的 AI 相關支出預計將超過 7,000 億美元
  • Original大型科技企業今年的 AI 相關支出預計將超過 7,000 億美元,較先前約 6,000 億美元的預估進一步上升
  • Original亞馬遜今年債券發行規模已達 920 億美元

Companies mentioned:蘋果、傑富瑞、摩根大通、微軟、亞馬遜、Alphabet、Meta、輝達、甲骨文

〈Stock Spotlight〉柏文's Q2 profit surges; first-half earnings exceed half its share capital, with milestone of 100 stores set for next year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Second-quarter profit surged 66% year on year
  • Earnings per share (EPS) of 3.25 yuan set a new quarterly record
  • At least 9 new locations will be added
  • The 100th store is on track to open next year
  • 柏文 shares surged to a high of 181 yuan today (12)
  • Original柏文上半年稅後純益 4.54 億元
  • Up 62.27% year on year
  • EPS of 5.68 yuan
  • Original第二季稅後純益 2.59 億元
  • Up 66.5% year on year
  • Original7 月合併營收 6.26 億元
  • Up 4.03% month on month
  • Up 18.28% year on year

Companies mentioned:柏文、健身工廠、統一集團、BEING sport、BEING、SKlub 運動俱樂部、POWERWIND

War's impact proves hard to shake off! U.S. EIA estimates Middle East oil supplies will remain disrupted at least through the end of next year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original石油供應中斷規模將達到日均約 60 萬桶
  • Original今年第二季經荷姆茲海峽運輸的石油平均為日均 490 萬桶
  • Original2025 年第四季、即美國和以色列對伊朗發動襲擊之前,平均為 2,160 萬桶 / 日
  • Original過去一周平均每天約有 900 萬桶石油駛出荷姆茲海峽
  • Original中東因戰爭而停產的石油產量在 7 月有所下降,平均約 550 萬桶 / 日
  • Original6 月的 750 萬桶 / 日
  • Original第三季停產規模將再次擴大至 660 萬桶 / 日

Companies mentioned:美國能源資訊署(EIA)、美國能源部

輝達's AI chip boom spreads; 摩根大通 names 6 stocks set to benefit

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original6 月全球半導體銷售額達 1,520 億美元
  • The year-on-year growth rate accelerated to 134%
  • Original全球半導體產業 2026 年銷售額將達 1.68 兆美元
  • Up 111% year on year
  • Original2027 年則將達 2.25 兆美元
  • Up 34% year on year
  • Original6 月非記憶體半導體銷售額達 635 億美元
  • Up 38% year on year
  • Memory accounted for about 77% of the increase in semiconductor sales so far this year

Companies mentioned:輝達、摩根大通、博通、AMD、英特爾、美光、Marvell

Taiwan | 環球生技月刊(2)

Trump orders child vaccine schedule cut to 11 items; WHO rejects the recommendation, saying vaccines have been validated by decades of science - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • Reduced from 18 items to 11

Companies mentioned:世界衛生組織、WHO

Trump orders child vaccine schedule cut to 11 items; WHO rejects the recommendation, saying vaccines have been validated by decades of science - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • Reduced from 18 items to 11

Companies mentioned:世界衛生組織、WHO

Taiwan | Heho健康(2)

Are weight-loss shots only for losing weight? 台大 study: GLP-1 drugs lower cancer risk in obese people without diabetes - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:台大

Will a child who isn't short now definitely grow tall? Can puberty bring another growth spurt? Pediatrician debunks common myths - Heho親子

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho親子

Taiwan | 照護線上(1)

Conscious relaxation – a full-body deep stretch in twelve minutes

Published ・ Source Taiwan | 照護線上

Summary not yet available

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