AI News 180m Report

2026-08-12 18:00–21:00 JST

336 received, 336 listed, 6 sources ・ Page 3 of 4

One place for news and notices from 2 countries/regions: Taiwan, 236 items from 5 sources; Japan, 100 items from 1 source.

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

Taiwan | 風傳媒 (continued)(67)

Original享壽98歲 中國前總理朱鎔基在北京逝世

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Aged 98
  • 1958
  • A period of 20 years in exile
  • Before the 3rd Plenum of the 11th Central Committee of the Chinese Communist Party in 1978
  • 1983
  • 1987
  • 1991
  • 1992
  • 1998
  • 2003
  • A period of 12 years

Companies mentioned:中國共產黨、中國共產黨中央委員會、中國、清華大學、國家經委、清華大學經濟管理學院、上海市、上海市委、中共政治局、全國人大常委會、世貿組織、WTO

Retired Hualien teacher “Ye Ba” removed from venue after heckling Fu Kun-chi; KMT deputy chair and female party worker convicted of coercion

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Sentenced to 50 days of detention
  • The sentence can be commuted to a fine of NT$50,000

Companies mentioned:國民黨

What must you keep with you on a plane, and what must be checked? A complete, easy-to-follow guide to luggage rules for overseas travel

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Each passenger may carry no more than 2 power banks
  • Each lithium-ion power bank must not exceed 100Wh
  • Each container must have a capacity of no more than 100 milliliters
  • Scissors with blades no longer than 6 centimeters

Companies mentioned:交通部民用航空局、航空警察局、桃園國際機場、財政部關務署、國際航空運輸協會(IATA)

Good fortune in retirement! These 3 zodiac signs are not greedy and know how to avoid financial traps, finding peace of mind in having money after retirement

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Companies mentioned:搜狐網

Awkward? Cheng Li-wun and Lu Hsien-i praise him for making money and often checking stocks; Su Ching-chuan rushes to clarify matters to residents in Pingtung

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Original民進黨在屏東縣執政28年

Companies mentioned:國民黨、民進黨

Opinion: NT$1 billion can be recovered, but who will pay for the collapse of trust in charity?

Published ・ Source Taiwan | 風傳媒

Original慈濟BNT疫苗採購案涉十點六億台幣委任報酬爭議,十七人被起訴。事件凸顯慈善組織治理與社會信任危機,影響公益部門長期信用。

Companies mentioned:慈濟、台積電、鴻海、永齡

The Ghost Gate opens tonight! Can you cut your hair during the 7th lunar month? Experts reveal things you absolutely should not do; a look at Ghost Month taboos and precautions

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The period lasts 29 days
  • The Ghost Gate opens at 11 p.m. on Aug. 12 in the Gregorian calendar
  • The Ghost Gate closes on Sept. 10
  • The ceremony is postponed until after Sept. 11 in the Gregorian calendar

Can you travel overseas if your passport has less than 6 months of validity remaining? A look at entry-validity rules for Japan, South Korea and Thailand

Published ・ Source Taiwan | 風傳媒

An overview of the latest entry requirements for passport validity periods in Japan, South Korea and Thailand for Taiwanese travelers. Requirements vary by country, so it is important to check before traveling.

Where is the best seat on a plane? A look at the “golden seats” for those who hate noise, get motion sickness or want to get off quickly

Published ・ Source Taiwan | 風傳媒

An introduction to the best “golden seats” for 7 different needs when choosing an airplane seat. It also cites CDC advice and research data, making it highly practical.

Companies mentioned:長榮航空

Original快訊/走鐘獎確定不辦了!資金缺口千萬「賠錢也要退費」 呱吉:今年錢不夠

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • It also incurs annual losses of around NT$1 million to NT$2 million

Companies mentioned:走鐘獎、呱吉

Zelensky warns: Kim Jong Un’s forces are deploying ballistic missiles on a massive scale; Japan and South Korea could be at risk

Published ・ Source Taiwan | 風傳媒

President Zelenskyy warned that North Korea is supplying Russia with ballistic missiles and soldiers. The security threat could also extend to Japan and South Korea in East Asia.

Companies mentioned:Metinvest、Wildberries

Is Qixi love sweet or spicy? Shuangyue’s chocolate pepper-sesame noodles available for 三 days; love-poem fortune slips let couples and singles alike test their heart-flutter index

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Available nationwide for 三 days only
  • A total of 三 thousand Qixi love-poem fortune slips are available in a limited edition

Companies mentioned:雙月食品社

Soft-World begins leadership handover after 43 years! Wang Sichun becomes chairperson, Li Yinjiang takes over as general manager, and Wang Junbo becomes president; first-half EPS was 4.71 yuan

Published ・ Source Taiwan | 風傳媒

Taiwanese gaming veteran 智冠 is undergoing a change in leadership for the first time in 43 years. 王思淳 has become chairperson, 李殷獎 CEO, and founder 王俊博 president. Revenue and profit both posted double-digit growth in the first half, with AI and integration strategies key to future growth.

Companies mentioned:藍新金流、中華網龍

The DPP’s regular Central Standing Committee meeting heads to Kaohsiung! Lai Ching-te offers three guarantees in support of Lai Jui-lung: a clean sweep in the mayoral and council races will keep Kaohsiung progressing

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 20 years of political work experience
  • Rated a high-quality legislator by the Citizen Congress Watch for 20 consecutive sessions
  • In the 六 years since Chen Chi-mai took office

Companies mentioned:民主進步黨、民進黨、台積電、中油

The 三鶯線 is about more than just riding the train! Spokespeople for Su Chiao-hui explore Sanxia and Yingge: enjoy local food, stroll through old streets, and visit art museums

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The 三鶯線 is set to begin service at the end of June

Companies mentioned:三鶯線、藍染展示中心、福美軒餅舖、山泉水豆花、北大特區郵局、新北市美術館、Q咖啡、鶯歌林滷味

Hackers are upgrading their capabilities! China uses AI agents to attack Taiwan government websites and can autonomously update viable attack routes

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • At least 85 government user accounts breached
  • More than 2,500 personnel records obtained
  • Systems at least 7 energy companies
  • Taiwan faces about 2.6 million cyberattacks from China per day
  • Up 6% from the previous year

Companies mentioned:Dream、Anthropic

The retirement “overspending trap” is costing many people before they realize it? Experts reveal 2 spending rules: think carefully if you exceed this percentage

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The average person in Taiwan sets a retirement goal of around 15 million
  • Around 5.78 million for single people in Taipei
  • Around 3.88 million nationwide
  • Translated into Taiwan’s threshold, that is around 3 million to 30 million in net assets
  • Spent 59% of pre-tax income
  • Spent only 49%

Companies mentioned:王伯達、尼克.馬朱利、Nick Maggiulli

Delivery fees are going up! Uber Eats acknowledges controversy over stacked-order pay; Ministry of Labor says it will closely monitor what happens next

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Consumers are expected to pay an average of NT$4 to 6 more in service fees per order
  • Pay the difference before the end of August
  • Starting Aug. 14

Companies mentioned:Uber Eats

Original「自私政客背叛了台灣的民主,也讓台灣更加脆弱!」《經濟學人》痛批「賴清德太頑固、國民黨不顧大局」,惡質政治人物根本不負責任

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Originally planned to order 210,000 drones and unmanned boats
  • The vast majority of Taiwan’s 兩千三百萬 people support some form of self-government

Companies mentioned:《經濟學人》、民進黨、國民黨、中國、美國、川普、習近平、賴清德、蔡英文、鄭麗文

《經濟學人》 slams Taiwan democracy for being “betrayed from within”! Lai Ching-te’s excessive rigidity and the KMT have created a constitutional crisis

Published ・ Source Taiwan | 風傳媒

《經濟學人》 criticizes Taiwan’s democracy for being deadlocked by blue-green infighting, saying Lai Ching-te’s stubbornness and the KMT’s pro-China stance have brought national defense and constitutional governance to a standstill. The liberal system is being betrayed from within, undermining international confidence in Taiwan.

Companies mentioned:經濟學人

Original全聯1款醬油滷肉超適合!主婦讚「肉質Q彈好上色、香濃不死鹹」:和外面餐廳一樣好吃

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 統一 Four Seasons Soy Sauce—I’ve been using it for 25 years

Companies mentioned:全聯、金蘭、統一、黑龍蔭油、屏科大、誠泰蔭油、金味王、龜甲萬萬家、鼎泰豐

三星 and Xiaomi lose out! Taiwan’s favorite tablet TOP 10 is led by this model, praised by insiders for its great value: lots of features, a large screen, and years of smooth, reliable use

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Overall sales surged 64% from the same period last year
  • The iPad series accounts for 6 of the top 10 spots
  • 三星 and OPPO split the remaining 4 spots
  • The manufacturer’s suggested retail price for the iPad 11 A16 WiFi (128GB) has risen sharply by 36% to NT$14,900
  • 傑昇通信 stores sell it for NT$13,290
  • The manufacturer’s suggested retail price for the Samsung Galaxy Tab A11+ WiFi (6GB/128GB) is NT$9,990
  • 傑昇通信 stores have cut the price to NT$7,290
  • The in-store price is NT$9,590
  • The manufacturer’s suggested retail price for the OPPO Pad SE standard WiFi version (4GB/128GB) is NT$8,490
  • In-store price

Companies mentioned:Apple、三星、OPPO、傑昇通信

IBF Financial, securities subsidiary vice chair controversy》Dong Ruibin can do it, so why can’t Chang Zhaoshun and Chuang Tsui-yun?

Published ・ Source Taiwan | 風傳媒

Original國票金控在財政部主導下轉為公股,卻讓耐斯集團少東陳冠舟當選副董,其弟也將續任國票證副董,引發公司治理爭議。兆豐金董瑞斌公開反對,批評應比照官股體制。

Companies mentioned:耐斯集團、兆豐金控、第一銀行、華南金控、雷虎科技

Lee Da-hye rumored to be “retiring at the end of this year”! She addresses the reports herself and admits she once planned to retire at 30: “I have no plans to leave Taiwan”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Nearly 4 years since moving to Taiwan to pursue her career

Companies mentioned:中華職棒、味全龍、YouTube、辛亥隧道

TOP 10 popular offerings for Zhongyuan Festival! Instant noodles and 三牲 both lose out; the top item gets nearly 2 times the buzz of instant noodles

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Cookies accumulated 4,025 mentions
  • Instant noodles received 2,193 mentions
  • 三牲 received 2,174 mentions
  • Monthly sales of 來一客 flavored cups topped 46,000

Companies mentioned:Social Lab、OpView、PChome、momo、來一客

Dingxin and the Ho De Foundation help children in remote areas become self-reliant through food; a grocery store becomes an after-school haven

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • More than NT$35 million donated to date
  • More than 4 million service visits

Companies mentioned:頂新和德文教基金會、台灣愛希望兒童關懷發展協會、海端書屋

How can you stop a damp bathroom from constantly growing mold? An expert recommends 1 inexpensive cleaning product that “removes stubborn mold stains without scrubbing” and leaves everything looking brand-new

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Dilute bleach with water at a ratio of 3:1

Companies mentioned:高樂氏、潔霜、威猛先生、古寶無患子、英國潔、帝一化工

Taiwan stocks have a clear edge! Foreign investors are “ditching Korea for Taiwan”; Bloomberg: Taiwan stocks are now more popular with global investors than Korean shares

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Foreign investors have bought a net US$1.7 billion in Taiwan stocks
  • Over the same period, foreign investors sold a net US$6.2 billion in Korean stocks
  • Both countries’ stock markets are still up more than 50% so far this year
  • Analysts have raised their earnings forecast for the Taiwan Weighted Index over the next 12 months by 9.5%
  • The forecast for South Korea’s KOSPI has been revised upward by 7.4%

Companies mentioned:台積電、三星、SK海力士、GMO基金、法國興業銀行、Aberdeen亞洲收益基金

A fortune after middle age! These 5 zodiac signs grow more blessed with age, learn to let go and welcome good fortune, and enjoy financial security in their later years

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Companies mentioned:搜狐網

What jobs are suitable after retiring at 65? A couple earns NT$4 million a year from 1 side business with a low barrier to entry, no education or work experience requirements, and no need to return to the workforce

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Bought 7 brand-new Class C motorhomes all at once
  • The fleet has now grown to 9 vehicles
  • Bought about 2.5 acres of land
  • Annual revenue could reach US$150,000 to 175,000 in the future
  • It could reach as much as US$200,000 to 250,000

Companies mentioned:Suite Glamping Adventures、商業內幕

Illegal visit to Dongsha and a dual-nationality controversy? Huang Yang-ming says Hsu Chia-ching’s son “grew up in Taiwan,” mocking: “When trouble comes, he becomes American”

Published ・ Source Taiwan | 風傳媒

Overseas Community Affairs Council Minister Hsu Chia-ching was accused of improperly letting her son join a Dongsha Island camp, in violation of the conflict of interest law. Media personality Huang Yang-ming criticized her for lacking shame and revealed that her son grew up in Taiwan, questioning the dual-nationality claim. The incident highlights political privilege and ethical concerns.

Social housing cut from 130,000 units to just 30,000? Wang Hung-wei slams the Ministry of the Interior for “slacking off”: Lai Ching-te has badly missed his housing pledge

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 130,000 social housing units
  • 30,000 units
  • More than 243,000 social housing units
  • More than 127,000 households
  • 70,369 central government households
  • 56,297 local government households
  • More than 24,000 households
  • About 17,000 households
  • Another 6,000 households

Companies mentioned:兆基屋管、寄居蟹租屋、國家住都中心、台糖

Are only old people still using 臉書 and Instagram? A huge number of young people are switching to 1 app they “can’t stop scrolling”: the strongest social platform, hands down

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • IG seems like an app used by aunties in their 30s and 40s

Companies mentioned:臉書、Instagram、Threads、Dcard、PTT

Stop using “these 9 models” of power banks! The Ministry of Economic Affairs announces an urgent recall: See the list of products and models from 8 brands and how to return them for a refund

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • More than 87,000 products
  • LaPO WT-08P, with 25,000 units
  • acer Gadget P-187, with 17,856 units recalled
  • Two power bank models under MEGA KING are also included in the recall, with more than 18,000 units in total

Companies mentioned:acer Gadget、LaPO、PUREGEAR普格爾、YOMIX優迷、GUXON、GTCASE、亞果元素、MEGA KING

Is Lisa seeing someone new? Interactions with rumored boyfriend LV’s third young master plunge, fueling suspicions she is secretly dating the 26-year-old “Thai Cha Eun-woo”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 26 years old
  • 29 years old
  • 3 years younger than her

Companies mentioned:BLACKPINK、LVMH

SK海力士 union makes major consolidation! Joins forces with rival 三星電子 to defend pledge to pay performance bonuses entirely in cash

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • More than 1,250 employees have joined the labor federation
  • Out of a total workforce of 35,000

Companies mentioned:SK海力士、SK hynix、三星電子、Samsung Electronics

AI power hogs evolve! Electricity demand set to top 4.3 trillion kWh; U.S. Energy Information Administration warns of major shifts in the energy mix

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • U.S. total electricity demand is expected to rise from the record 4.195 trillion kWh set in 2025 to 4.268 trillion kWh in 2026
  • And reach 4.391 trillion kWh in 2027
  • Original德州2027年的電力負載成長率預估由上一期展望報告的14%顯著下修至6%
  • Residential electricity use: Hit a record 1.515 trillion kWh in 2025
  • Expected to edge down to 1.514 trillion kWh in 2026
  • Commercial electricity use: Reached a record 1.493 trillion kWh in 2025
  • Will grow further to 1.545 trillion kWh in 2026
  • Industrial electricity use: 202

Companies mentioned:美國能源情報署、德州

Are homes really cheaper during Ghost Month? Is this the best time of year to bargain? Realtor reveals the pros and cons of buying a home in the lunar 7th month

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The average number of days to sell a home nationwide reached 104.2 days
  • The average negotiation discount widened to 16.7%
  • The share of total bank lending accounted for by real estate loans, which had also reached a high of 37.6% at the end of June 2024
  • Fell to 35.2% at the end of May 2026

Companies mentioned:21世紀不動產、住商機構、信義房屋、大家房屋企劃研究室

Google announces major cuts to “4 features”! Gmail and photo backups are among those affected, with services ending this year; see the shutdown dates and alternatives

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Google Drive for desktop photo backup (ends Aug. 10, 2026)
  • Gmail third-party account sending feature discontinued (ends January 2027)
  • Gmailify and POP mail aggregation discontinued (ends January 2027)
  • Google Assistant is being phased out, with Gemini taking over (starting Sept. 4, 2026)

Companies mentioned:Google、Yahoo、Outlook、Gemini

A monthly salary in the low NT$30,000s can still fund 2 overseas trips a year! Budget travelers swear by these 3 tips to save money and prepare for a 第三 trip

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • No more than 6 kilograms
  • Original台幣一萬八
  • Tours under NT$9999 for 五 days and 四 nights
  • 三 days and 兩 nights is also an option

Companies mentioned:Threads

How can you tell if a call from bank customer service is real? See the “5 things” legitimate banks will never ask you to do

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Original臺灣銀行便公開提醒,曾有不明人士將該行客服中心0800-025-168設定成來電顯示號碼進行詐騙
  • The Financial Supervisory Commission’s Financial Literacy website likewise advises people who receive calls or text messages from unknown sources to contact their bank using the number on the back of their credit or debit card, or call 165 to verify

Companies mentioned:臺灣銀行、國泰世華、玉山銀行、中國信託、中華民國銀行商業同業公會、金融監督管理委員會、內政部警政署刑事警察局

Beyond AI and chip manufacturing! Scholars identify key industries behind a “second economic miracle,” as Taiwanese businesses’ return investments could reach NT$40 trillion

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Exports in July totaled US$75.30 billion
  • Up 32.9% from July 2025
  • Total funds could reach NT$40 trillion

Companies mentioned:台積電

Don’t pay for a cash-on-delivery package right away! 3 ways to tell if it’s a scam—check before picking it up at a convenience store

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Online shopping scam reports reached 3,625 in September 2025
  • One person paid more than NT$1,000 to pick up a package
  • Filed a complaint within 7 days of pickup

Companies mentioned:Facebook、Instagram、LINE、行政院消費者保護處、刑事警察局、內政部警政署刑事警察局

ENHYPEN superfan Mina, a fan of Nishimura Riki, dies! Family confirms online abuse drove her to her death, lamenting: “She felt invalidated”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Companies mentioned:ENHYPEN

Is it safe to scan any QR Code? A fake code could take you straight to a phishing website; close it immediately if this screen appears on your phone

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Original根據數位發展部資通安全署公布的「2026年6月資通安全網路月報」
  • Original數位發展部數位產業署2026年7月公布的釣魚網站案例

Companies mentioned:數位發展部、資通安全署、Google、Apple、美國聯邦調查局、FBI、數位產業署

On the ground in Beijing》Beijing floods reach waist height! Typhoon White Dolphin batters Beijing, Tianjin and Hebei—why is this “extreme rain” moving so slowly?

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Rainfall in Beijing’s Houshayu area of Shunyi reached 88.5 millimeters in 1 hour
  • Beijing’s average annual rainfall is about 528 millimeters.
  • Cumulative rainfall could exceed 150 millimeters in 6 hours
  • And 200 millimeters in 24 hours
  • Cumulative rainfall at Shanghai’s Xujiahui National Meteorological Station reached 316.1 millimeters in 24 hours
  • Average rainfall across Zhejiang province reached 215 millimeters
  • Average rainfall in Taizhou was 438 millimeters
  • The highest total at a single station approached 970 millimeters

Companies mentioned:盒馬生鮮超市

Original關切青年居住及金流壓力 徐欣瑩要求內政部制定新青安風險揭露書

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Introduce a “one-page risk disclosure document for the New Youth Housing Loan” within 三 months
  • Submit a “six-year housing fund revenue and expenditure assessment report” to the Legislative Yuan within 兩 months
  • Total interest payments accumulated over a 40-year loan term
  • Starting in the 4th quarter of 2026

Companies mentioned:內政部、財政部、金管會、國庫署

Taiwan | 鉅亨網(44)

印能 shipments remain high; Q2 profit doubles, EPS reaches NT$14.04

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Second-quarter net profit attributable to the parent company reached NT$389 million
  • Up 142.41% year over year
  • After-tax earnings per share of NT$14.04
  • 印能’s second-quarter revenue was NT$913 million
  • Up 48.32% year over year
  • Gross margin was 67.31%
  • Up 1.75 percentage points year over year
  • Operating margin was 53.5%
  • Down 1.25 percentage points year over year
  • 印能’s revenue for the first half of the year was NT$1.79 billion
  • Up 63.09% year over year
  • Gross margin was 66.31%
  • Down 2.03 percentage points year over year
  • Operating margin was 53.25%
  • Down 1.65 percentage points year over year

Companies mentioned:印能科技、CoWoS、Chiplet、CoPoS、CPO

Original信義房屋成交動能增溫 Q2營收年增逾3成 推升上半年EPS達0.45元

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Revenue of NT$3.06 billion in Q2 2026
  • Up 33.46% year over year
  • EPS of NT$0.45
  • Gross margin of 28.35%
  • Up 5.23 percentage points quarter over quarter
  • Up 10.47 percentage points year over year
  • Net income after tax of NT$329 million
  • Up 1.06 times quarter over quarter
  • Revenue of NT$5.936 billion in the first half of 2026
  • Gross margin of 25.8%
  • Up 6.34 percentage points year over year
  • First-half 2026 net income after tax of NT$489 million

Companies mentioned:信義房屋、信義仲介、信義開發、大陸無錫「山水嘉庭」、台北市中山區長春段「中山逸居公辦都更案」、新北市政府、大巨蛋、土城樹林線捷運聯合開發案LG17、LG16A、B、馬來西亞沙巴的洲際酒店、日本信義、東京港區「三田店」

National Association of Chinese Industry and Commerce: Restarting nuclear power may not ease the industry's power shortage in time; urges government to accelerate SMR feasibility work

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • At least 2-3 years from assessment to restart
  • Original營建土方有九成是可再利用的資源

Companies mentioned:工業總會、半導體、AI產業、傳統產業

Original外資買超110億元連三買 大買力積電11.4萬張、00403A 6.6萬張

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Foreign investors were net buyers of NT$11.021 billion
  • 114,000 lots of 力積電
  • Original00403A主動統一升級50 6.6萬張
  • 三 major institutional investors purchased a total of NT$28.179 billion net
  • Investment trusts were net buyers of NT$2.801 billion
  • Dealers posted net purchases of NT$8.701 billion

Companies mentioned:力積電、00403A主動統一升級50、仁寶、華新、00981A主動統一台股增長、鴻海、英業達、中鋼、長興、遠東新、華邦電、南茂、華南金、臻鼎-KY、南亞科、兆豐金、華新科、中磊、南亞、國巨*、台新新光金、凱基金、遠傳、金像電、長榮、光寶科、國泰金、聯電、中信金、緯創、中華電、日月光投控、矽力*-KY、貿聯-KY、0052富邦科技

〈鴻海 earnings call〉Q3 AI rack shipments estimated to rise by a high double-digit percentage quarter over quarter; Vera Rubin volumes ramp up in Q4

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • General-purpose server CPU shipments expected to rise about 16% year over year in 2026
  • Further increase to 23% in 2027
  • Original市占率目標則同樣維持4成以上

Companies mentioned:鴻海、輝達

Former Chinese Premier Zhu Rongji dies; made hard-line remarks before the 2000 presidential election

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Died at the age of 98
  • 1.25 billion Chinese people

Tencent's Q2 revenue grows 11%, but profit misses expectations as AI capital spending surges

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original第二季營收達 2,047.9 億人民幣
  • Up 11% from a year earlier
  • Original股東應佔利潤 (淨利) 僅年增 0.7% 至 560 億人民幣
  • OriginalNon-IFRS 經營利潤則年增 9% 至 756.4 億人民幣
  • Original行銷服務 (原網路廣告) 表現最為亮眼,收入達 436 億人民幣
  • Up 22% year over year
  • Original國內遊戲業務營收年增 17% 至 473 億人民幣
  • Original本季資本支出 (CapEx) 暴增至 528 億人民幣

Companies mentioned:騰訊控股、阿里巴巴、字節跳動、DeepSeek

Auras Technology doubles first-half profit, earning NT$44.54 per share; performance to strengthen quarter by quarter in the second half

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Original〈華碩法說〉下半年記憶體漲幅趨緩 Q3 PC營收預期季增上看2成

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Overall PC business revenue is expected to grow 15% to 20% quarter over quarter in the third quarter
  • The year-over-year growth rate is also expected to exceed 20%
  • High-value products such as gaming and high-end models, Copilot+ PCs and commercial PCs now account for as much as 65% of systems business revenue
  • 華碩's Q2 PC shipments rise 20% year over year against the trend
  • AI PCs rapidly increased to 30% of consumer laptop revenue in Q2
  • Commercial PC shipments rose 58% year over year in Q2
  • Cumulative gaming laptop shipments reached 35 million units
  • Cumulative graphics card sales topped 130 million units
  • Open Platform Business Group Q2 revenue fell 10% to 15% year over year amid rising memory prices
  • Monitor and gaming accessory revenue rose 20% and more than 50% year over year, respectively

Companies mentioned:華碩、NVIDIA、Intel

Sanyo Industrial posts first-half EPS of NT$3.47; estimates second-half operations will outperform first half

Published ・ Source Taiwan | 鉅亨網

Sanyo Industrial announced its first-half 2026 financial results, with EPS of NT$3.47 and steady operations. With medium-sized projects gradually getting underway, analysts expect second-half performance to exceed both the first half and the same period last year.

〈華碩 earnings call〉Raises full-year server revenue growth target to 150% year over year; NVL72 rack-scale products become new growth engine

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Full-year server revenue growth target sharply raised from the original 100% to at least 150%
  • AI servers now account for as much as 90% of total server revenue
  • HGX series servers account for about 60% to 65% of AI server shipments
  • Rack-scale servers such as NVL72 and GB200 products account for 30% to 35%

Companies mentioned:華碩、輝達

〈和碩 earnings call〉First-half EPS of NT$2.26; “very confident” server revenue will grow 10-fold this year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • EPS of NT$2.26
  • First-half net income after tax of NT$6.049 billion
  • Original年增超過3成
  • Q2 revenue of NT$274.448 billion
  • Up 12.43% quarter over quarter
  • Up 2.66% year over year
  • Gross margin of 4.43%
  • Operating margin of 1.53%
  • Net income after tax of NT$4.488 billion
  • EPS of NT$1.68
  • First-half revenue totaled NT$518.553 billion
  • Down 3.93% year over year
  • Up 0.99 percentage points year over year
  • Up 0.62 percentage points year over year
  • Up 14.64 times year over year

Companies mentioned:和碩、NeoCloud、Hyperscale、CSP

Original〈華碩法說〉Q2大賺2.56個股本年增近1倍創新高 伺服器業務成長逾200%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original華碩第二季營收 2410.6 億元
  • Up 38.5% year over year
  • EPS of NT$25.6
  • Server business revenue posted explosive growth in Q2, with the year-over-year increase approaching 200%
  • 華碩 plans to issue US$1.5 billion in convertible bonds
  • Original以持有的研華股權發行11億美元的可交換公司債
  • Raise a combined US$2.6 billion
  • Net inventory increased to NT$339.9 billion in Q2
  • AI server products now account for 90% of total server revenue

Companies mentioned:華碩、研華

Intervention concerns weigh on markets; dollar-yen swings sharply Wednesday, briefly falling below 159

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Briefly fell below 159
  • To around 158.59
  • Recovered to around 159.06
  • Briefly touched 159.46
  • Rose above US$84 a barrel

【High-Volume, Strong-Rallying Stocks】AI Computing Power Dark Horse Stocks: 【麗台】⊕【宏致】⊕【英業達】 +16%. 輝達 Joins Forces With Wall Street to Pour In 500 Billion! Full List of Top Dark Horse Stocks in AI Infrastructure?!

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 輝達 Joins Forces With Wall Street to Pour In 500 Billion!
  • The weighted index opened higher and climbed throughout the day, closing up 397.35 points
  • Closing at 45518.07
  • Original成交量8587.32億
  • Foreign investors were net buyers of NT$11.020 billion
  • Investment trusts were net buyers of NT$2.800 billion
  • Dealers were net buyers of NT$8.700 billion
  • 三 major institutional investors purchased a total of NT$22.522 billion net
  • Foreign investors were net buyers for three consecutive days, with net purchases totaling NT$85.062 billion
  • Investment trusts were net buyers for three consecutive days, with net purchases totaling NT$9.173 billion
  • Self

Companies mentioned:麗台、宏致、英業達、輝達、阿波羅、貝萊德、黑石、KKR、SK海力士、SanDisk、美光科技、美超微、台積電、鴻海、聯發科、映泰、新盛力、力積電、群聯、創見、旺宏、南亞科、南電、金居、德宏、健鼎、光聖、聯亞、華星光、光環、佳螢、股市期皇后、莊佳螢

Double your wealth → The time is now: 世芯、大立光、均豪、建榮 ⊕

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Rose 397 points
  • Closed at 45,518 points
  • Trading volume of approximately NT$860.2 billion
  • Trading volume could expand to more than NT$1.2 trillion
  • July revenue reached NT$5.98 trillion
  • Overall revenue is expected to exceed NT$6 trillion
  • Foreign investors recorded net purchases of NT$11.021 billion
  • Investment trusts were net buyers of NT$2.801 billion
  • Dealers posted net purchases of NT$8.701 billion
  • AI infrastructure with a scale of up to US$500 billion

Companies mentioned:鴻海、緯創、緯穎、技嘉、微星、健鼎、金像電、台光電、聯茂、欣興、景碩、南電、聯亞、華星光、波若威、上詮、光聖、健策、奇鋐、高力、嘉基、宏致、萬潤、均豪、志聖、中砂、由田、NVIDIA

Have headwinds nearly run their course? ETF inflows and central bank gold hoarding support the market; experts estimate gold could test US$4,500 to US$5,000

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Gold could retest US$4,500 per ounce
  • It could even move toward the US$5,000 target
  • Spot gold briefly surged to US$4,434 on the 11th
  • Gold prices climbed back above US$4,380
  • The U.S.-dollar-denominated gold passbook price reached a high of US$4,449.75
  • The last quote was US$4,410.60
  • Global gold demand totaled 1,269 tons in the second quarter of 2026
  • First-half demand rose 2% year on year to 2,522 tons
  • The total value of demand also hit a record US$380 billion
  • Investment demand for bars and coins reached 307 tons
  • Central bank gold purchases totaled 289 tons
  • Jewelry demand also reached 278 tons
  • Global 17

Companies mentioned:臺灣銀行、富蘭克林坦伯頓、世界黃金協會、Heraeus、Catalyst Funds、SPDR

Gold buying returns as Western investors come back, becoming key to price rally

Published ・ Source Taiwan | 鉅亨網

The global gold market has seen inflows return after a period of outflows, with Europe and Asia leading purchases. The return of Western investors is key to whether gold prices can continue rising. The trend signals a gradual recovery in market confidence.

Companies mentioned:世界黃金協會、盛寶銀行

東研信超 Q2 EPS of NT$0.94 sets a 15-quarter high; orders extend into early next year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Earnings per share (EPS) after tax: NT$0.94
  • A 15-quarter high
  • The production schedule now extends through the first quarter of 2027
  • Second-quarter revenue: NT$276 million
  • Up 15.1% year on year
  • Operating profit: NT$33 million
  • Up 12.8% year on year
  • Net profit after tax: NT$29 million
  • Up 231% year on year
  • Earnings per share after tax: NT$1.06
  • Revenue for the first half totaled NT$489 million
  • Up 12.1% year on year
  • Operating profit: NT$36 million
  • Up 10% year on year
  • Net profit after tax: NT$32 million
  • Up 128.35% year on year

Companies mentioned:東研信超、CSP、系統廠

Taiwan stocks after the close | 鴻海 briefing and heavyweight stocks drive market up 397 points, back above 45.5K; IC substrates and silicon wafers surge. Foreign-investor ratio strategy targets 金居、至上、新盛力

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Surged 397.35 points
  • Closed at 45,518.07 points
  • Original單日成交金額 8,888.36 億元
  • Original全市場合計重手大買 315.92 億元
  • Original外資買超 110.21 億元
  • Original投信買超+28.01 億元
  • Soared 10.34 points
  • Closed at the 402.02-point mark
  • Original成交金額 2,004.40 億元
  • 南電(8046)surged to limit-up and closed at NT$1,265.00

Companies mentioned:鴻海、台積電、南電、德宏、印能科技、志聖、富喬、環球晶、台勝科、中美晶、波若威、聯鈞、華星光、巨大、美利達、愛地雅、豐興、威致、中鋼

〈鴻海 briefing〉Strong revenue growth expected in Q3 and for the full year; AI demand remains robust, with a positive outlook for next year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • July revenue surpassed NT$900 billion for the first time
  • Full-year operating margin is expected to exceed last year's 3.2%

Companies mentioned:鴻海、蔣集恆

松川 posts record second-quarter revenue and profit; first-half earnings recover more than half of paid-in capital, with EPS at NT$5.52

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Net profit after tax: NT$279 million
  • Earnings per share: NT$3.3
  • First-half 2026 net profit after tax: NT$440 million
  • Earnings per share: NT$5.52
  • Revenue for January-July 2026: NT$5.103 billion
  • Gross margin: 30.95%
  • Gross margin: 29.14%
  • Calculated shipment value reached NT$700 million
  • 松川 is expected to invest more than NT$400 million this year

Companies mentioned:松川精密、緯創、光寶、台達電、原晶技、台興電子

Original〈台幣〉外資連續買超台股 台幣偏強整理收32.246元 升值3.2分

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Closed at NT$32.246
  • Original升值3.2分
  • Trading value at the Taipei Forex Inc. was US$1.386 billion
  • The South Korean won fell about 0.4%
  • The Singapore dollar fell nearly 0.1%
  • The Japanese yen edged down less than 0.05%
  • The U.S. dollar index edged up around 0.02%
  • The New Taiwan dollar closed up 0.1%
  • The Thai baht rose about 0.15%

Companies mentioned:元大投顧、國泰證期、統一投顧

Original艾笛森成本調漲轉嫁客戶6成 車用及照明產品帶動下半年營運優於上半年

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original成功轉嫁6成漲價價格給客戶
  • Monthly automotive business revenue target for the second half is approaching US$4 million
  • Second-quarter shipments of sensor components exceeded NT$41 million
  • The company aims for revenue share to reach 8% to 10% this year
  • Boosting real estate by nearly NT$300 million
  • The shareholders' meeting also approved a NT$150 million capital reduction plan
  • Paid-in capital will fall to NT$1.3 billion after the capital reduction
  • Net asset value per share will rise to NT$21.65
  • Original艾笛森第二季營收 6.9 億元
  • Up 18.7% quarter on quarter
  • Up 12.4% year on year
  • Gross margin 20.6%
  • Down 1.7 percentage points quarter over quarter
  • Down 1.3 percentage points year over year
  • Operating profit of 24.213 million yuan
  • Up 10.2% quarter over quarter

Companies mentioned:艾笛森、石頭科技

Market turmoil among the giants, massive capital shift! The number of strong-performing stocks is surging; a new stock-picking strategy after key support is established

Published ・ Source Taiwan | 鉅亨網

Funds in the U.S. stock market are flowing from tech giants to small- and mid-cap stocks, driving a sharp rise in Taiwan’s OTC index and putting the ABF, thermal management and CPO supply chains in focus. Investors need to use data analysis to identify core companies benefiting from AI specification upgrades.

Companies mentioned:台積電、長廣、欣興、南電、奇鋐、光聖

Chip stocks fall, but this one rises: Quant funds drive the emergence of a “perfect hedge”

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • SMH’s cumulative gain once exceeded 300%
  • XLV rose only about 25%
  • Healthcare stocks at one point outperformed semiconductors by more than 30 percentage points
  • Forward P/E ratios for chip and healthcare stocks are both around 15 to 16 times
  • SMH’s forward P/E ratio has remained elevated at 22 to 30 times in recent months
  • XLV’s is about 18 times
  • 百時美施貴寶 and 強生 shares have both risen more than 40% over the past 12 months

Companies mentioned:FactSet、VanEck、SPDR、高盛、Asad Haider、禮來、嬌生、聯合健康集團、艾伯維、百時美施貴寶、強生

Trump administration: TikTok no longer considered a national security threat after business restructuring; formally cleared to operate

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 甲骨文(ORCL-US), 銀湖資本(Silver Lake) and 阿聯MGX each hold a 15% stake
  • Parent company 字節跳動’s stake has fallen to 19.9%
  • TikTok has more than 2億 users in the United States

Companies mentioned:TikTok、甲骨文、銀湖資本、阿聯MGX、字節跳動

CoCo壹番屋 becomes an economic indicator! U.S. strategist creates “curry pork cutlet index”: Yen severely undervalued, fair value should be 62.18 to the dollar

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The fair value of 1 U.S. dollar should be just 62.18 yen
  • The yen-dollar exchange rate hovered near a multi-decade low of 159.23 in Asian morning trading today (12)
  • The foreign exchange market sees the yen as far more undervalued than the 80.3 yen suggested by the Big Mac Index

Companies mentioned:CoCo壹番屋、紐約梅隆銀行

Tech stocks still have long-term potential! 鉅亨買基金: High growth comes with high volatility; U.S. stock funds can help diversify risk

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 韓國KOSPI and 費半 both fell about 22.7%
  • 台股 fell 11.5%
  • 那斯達克 fell only about 3%
  • 道瓊 and 標普500 have more diversified industry exposure, encompassing finance, healthcare, consumer and industrial sectors alongside tech; they instead rose 1.5% and 0.2%, respectively, during this period
  • 費半’s annualized return reached 16.6%
  • Volatility was also as high as 37.3%
  • 那斯達克’s annualized return was 12.6%
  • Volatility was also 23.6%
  • 道瓊: about 1.9 years on average
  • 台股: about 2

Companies mentioned:鉅亨買基金、道瓊、標普500、那斯達克、費半、台股、韓國KOSPI、強勢王

鈺祥’s operations set to take off in the second half, beginning a 5-year high-growth trajectory

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • An absolute market share of more than 80% in advanced processes below 5 nanometers

Companies mentioned:鈺祥、AMC濾網

Importing components for assembly in Taiwan is “illegal”! 龔明鑫 reiterates that imports of Chinese heavy motorcycles are not allowed, welcomes renewed bilateral talks

Published ・ Source Taiwan | 鉅亨網

Economics Minister 龔明鑫 stated unequivocally that importing parts for Chinese-made heavy machinery and assembling them are also illegal. He said they would welcome a willingness to renegotiate and emphasized the importance of fair trade.

Companies mentioned:全國工業總會

〈SEMICON〉致茂: AI chips have zero tolerance for defects; inspection and metrology have become essential requirements

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 致茂(2360-TW) CEO and general manager, and chair of the SEMI Inspection and Metrology Committee, 曾一士 said

Companies mentioned:致茂、SEMI

〈SEMICON〉穎崴’s capacity is fully booked this year; AI demand expected to remain strong beyond 2027

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Facts

  • Looking ahead to 2027 and even the next 2 to 3 years
  • It is now August

Companies mentioned:穎崴、SEMICON

〈SEMICON〉京元電: The U.S. lacks only the testing link; ready to help complete the supply-chain puzzle

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • It will take at least about 24 months

Companies mentioned:京元電、台商

Can you open a bank account if you only have a post office account? A complete guide for 18-year-old university students opening their first bank account and then a securities account to invest!

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • A total of 26 banks
  • 500 invested regularly each month
  • A 200-yuan FamilyMart virtual gift
  • An additional 100-yuan FamilyMart virtual gift card

Companies mentioned:永豐銀行、永豐金證券大戶投、台灣銀行、土地銀行、合作金庫、第一銀行、華南銀行、彰化銀行、上海商銀、台北富邦、國泰世華、高雄銀行、兆豐銀行、王道銀行、台灣企銀、台中銀行、華泰商銀、新光銀行、陽信銀行、遠東商銀、元大銀行、玉山銀行、凱基銀行、台新銀行、中國信託、將來銀行、樂天銀行

Norway’s sovereign wealth fund rakes in $182 billion in the first half! Return reaches 9.4%; SpaceX stake disclosed for the first time

Published ・ Source Taiwan | 鉅亨網

Norway's sovereign wealth fund posted a profit of $182 billion in the first half, recording a return of 9.4%. Its investment in SpaceX was also disclosed for the first time. This is a significant development for the world's largest sovereign wealth fund.

Facts

  • First-half profit exceeded $182 billion
  • Return reached 9.4%
  • Holds about 0.05% of Elon Musk’s SpaceX(SPCX-US)
  • Worth more than $1.2 billion
  • Holds a 1.3% stake in 輝達(NVDA-US)
  • Worth $61.8 billion
  • Holds a 1.2% stake in 蘋果(AAPL-US)
  • Worth $52.7 billion
  • The fund currently has about $2.34 trillion in assets
  • Holds about 1.5% of the world’s publicly listed shares
  • About 40% allocated to U.S. stocks

Companies mentioned:SpaceX、輝達、蘋果、微軟、挪威央行投資管理公司

陽明’s Q2 profit rises nearly 5 times year over year, reaching a 3-quarter high

Published ・ Source Taiwan | 鉅亨網

陽明’s second-quarter net profit rose nearly 5 times year over year to 5.734 billion yuan, a three-quarter high. The main drivers were peak-season demand in Europe and the Americas and rising freight rates, though geopolitical risks and port bottlenecks remain.

Facts

  • Quarterly consolidated revenue of 45.923 billion yuan
  • Net profit after tax of 5.734 billion yuan
  • Earnings per share (EPS) of 1.64 yuan
  • Up nearly 300% quarter over quarter
  • Up 482% year over year
  • First-half consolidated revenue of 84.584 billion yuan
  • Net profit after tax of 7.169 billion yuan
  • EPS of 2.05 yuan
  • This year’s global GDP growth forecast was slightly revised down from 3.1% in April to 3.0%
  • Next year’s forecast was slightly raised from 3.2% to 3.4%
  • Global shipping capacity is expected to grow 4.2% this year
  • Container demand growth is 2.5%

Companies mentioned:陽明、國際貨幣基金組織、Alphaliner、Drewry

〈After the close in mainland China〉Indexes fluctuate near afternoon highs; all 3 major indexes rise

Published ・ Source Taiwan | 鉅亨網

China's 3 major A-share indexes remained near their highs in the afternoon on the 12th. The upward trend held, with investor interest spread across both technology and non-technology sectors.

Facts

  • The Shanghai Composite rose 0.32% to close at 3,946.68 points on the 12th
  • The Shenzhen Component rose 1.09% to 14,414.43 points
  • The ChiNext Index rose 1.49% to 3,602.08 points
  • Total turnover on the Shanghai and Shenzhen markets was 2.1524 trillion yuan
  • Down 168.5 billion yuan from the previous trading day

Companies mentioned:華西證券、中信證券

<Hong Kong stocks after the close> Indexes broadly retreat; Hang Seng Index falls 0.83%, while mainland property and optical communications stocks buck the trend

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The Hang Seng Index fell 0.83% to 25440.17 points
  • 中國金茂 was the standout performer, closing up 13.92%
  • 中際旭創 rose more than 8%
  • 網易 fell more than 5%
  • 騰訊音樂 plunged 12.55%
  • 金蝶國際 fell more than 8%
  • 恒瑞醫藥 fell more than 2%
  • 摩根大通 has recently been repeatedly increasing its stake in 中際旭創, lifting its holding to 15.60%
  • U.S. optical communications giant Lumentum reported a 109% year-over-year surge in revenue in its latest earnings

Companies mentioned:中國金茂、中際旭創、摩根大通、Lumentum、網易、騰訊音樂、金蝶國際、恒瑞醫藥、騰訊、阿里巴巴、小米

Chinese electric vehicle giant expands into Africa, targeting the last growth market

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • China's largest auto exporter, Chery Automobile, acquired Nissan's Rosslyn plant near Pretoria, South Africa, in July

Companies mentioned:奇瑞汽车、捷途、北汽集团、长城汽车、日产、Zero Carbon Analytics

Original記憶體長約擴散至二三線!長鑫拒蘋果降價、SanDisk最長鎖5年

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Contract terms at most manufacturers currently center on 5 years
  • Some customers have opted for 3-year terms
  • Micron has signed contracts with 16 strategic customers
  • SanDisk's weighted average contract term for its 8 LTA customers has exceeded 4 years
  • Original美光預計將收到約 220 億美元現金定金及相關財務承諾
  • OriginalSanDisk 則已揭露超過 110 億美元的財務擔保
  • OriginalSanDisk 則已揭露超過 110 億美元的財務擔保,以及 165 億美元的客戶違約保護

Companies mentioned:長鑫儲存、SanDisk、蘋果、三星電子、SK 海力士、美光科技、華為、小米、高盛

Automotive lenses and AI servers power growth; 雷笛克光學 sees further improvement in Q3 operations

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Quarterly consolidated revenue reached NT$353 million
  • Up 16% quarter over quarter
  • Up 7% year over year
  • Second-quarter operating profit was NT$4.24 million
  • Net profit attributable to owners of the parent was NT$5.65 million
  • Earnings per share after tax reached NT$0.1
  • Second-quarter gross margin reached 27.6%
  • Up 6.5 percentage points year over year
  • Operating margin and after-tax net margin also improved to 1.2%

Companies mentioned:雷笛克光學

Still potential for a 350% gain! Morgan Stanley forecasts SpaceX stock could hit 600 dollars, but the conditions are extremely demanding

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • SpaceX could reach 600 dollars
  • Valuation as high as 8 trillion dollars
  • Market capitalization of about 1.75 trillion dollars
  • SpaceX closed at 133.29 dollars on Tuesday
  • Average revenue per user (ARPU) rises to 35 dollars
  • The 32 analysts surveyed forecast an average SpaceX share price of about 227 dollars
  • The range runs from 75 dollars at 輝立證券
  • to 800 dollars at 雷蒙德詹姆斯
  • The core launch and Starlink businesses are worth only about 40 dollars per share
  • The moonshot scenario: 154 dollars
  • If the share price is only 100 dollars
  • SpaceX's second-quarter capital expenditure was 18.4 billion dollars
  • About 15.8 billion of that was AI-related
  • Cash burn totaled 28.5 billion dollars in the first half

Companies mentioned:摩根士丹利、SpaceX、輝立證券、雷蒙德詹姆斯、晨星

Gogolook posts increases in all three key rates; Q2 profit hits a record, with first-half EPS at NT$3.33

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • After-tax net profit was NT$59.61 million
  • Earnings per share (EPS) were NT$1.69
  • Loss per share was NT$0.23
  • Cumulative first-half after-tax net profit was NT$118 million
  • EPS: NT$3.33
  • Original第二季合併營收 3.10 億元
  • Up 28.4% year over year
  • Accounted for 34% of revenue
  • Up 12% year over year
  • Accounted for 29% of revenue
  • Up 59% year over year
  • Accounted for 9% of revenue
  • Accounted for 28% of revenue
  • Second-quarter gross margin was 89.6%
  • Up 1.8 percentage points year over year

Companies mentioned:Gogolook、JUJI 招財麻吉

Taiwan | 臺灣證券交易所(41)

[皇鼎] Board approves matters related to a land development project in Taipei's Wenshan District

Published ・ Source Taiwan | 臺灣證券交易所

皇鼎 approved a joint construction and unit-sharing development project in Taipei's Wenshan District to build a residential tower; details will be announced after the contract is signed.

Companies mentioned:正一不動產估價師事務所、天易不動產估價師聯合事務所

[金像電] Board approves the consolidated financial report for the second quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

金像電 approved its consolidated financial report for the second quarter of 115. First-half net profit attributable to owners of the parent reached NT$8.267 billion, with earnings per share of NT$16.14.

[全友] Board resolves to approve a simplified merger with subsidiary 新友科技股份有限公司

Published ・ Source Taiwan | 臺灣證券交易所

Original全友電腦(2305)決議與100%持股之子公司新友科技進行簡易合併,預計115年10月15日基準日。

Companies mentioned:全友電腦、新友科技

[中鼎] Board sets capital reduction record date for cancellation of recovered restricted employee shares

Published ・ Source Taiwan | 臺灣證券交易所

中鼎(9933)announced the cancellation of recovered restricted employee shares and a capital reduction of 433,513 shares, representing a reduction ratio of 0.045%.

Companies mentioned:中鼎

[柏文] Announces board resolution to acquire right-of-use assets

Published ・ Source Taiwan | 臺灣證券交易所

柏文 resolved to lease a building in Tainan's East District for a new Fitness Factory. The lease term is 15 years, with a total amount of NT$215 million.

Companies mentioned:浩騰企管顧問股份有限公司

[谷崧] Board approves the consolidated financial report for the second quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

Original谷崧公布115年度第二季合併財務報告。上半年歸屬母公司淨利為819萬6仟元,EPS為0.07元。

[全科] Announces invitation to participate in an online investor conference hosted by 元大證券

Published ・ Source Taiwan | 臺灣證券交易所

全科 will participate in an online investor conference hosted by 元大證券. The meeting is scheduled for 3:30 p.m. on Aug. 13. Complete financial information will be available after the meeting on the Market Observation Post System.

Companies mentioned:元大證券

[亞光] Investor conference to be held on Aug. 18

Published ・ Source Taiwan | 臺灣證券交易所

亞光 will hold an online investor conference on Aug. 18. Investors can access information through the company's website, and the presentation will be posted on the Market Observation Post System after the meeting.

【微程式】announced that its board approved the consolidated financial statements for the second quarter of fiscal year 115.

Published ・ Source Taiwan | 臺灣證券交易所

微程式 announced its financial results for the first half of 115, with revenue of NT$328 million, after-tax net profit of NT$36.596 million and earnings per share of NT$0.66.

Companies mentioned:微程式

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