556 received, 556 listed, 7 sources ・ Page 6 of 6
One place for news and notices from 2 countries/regions: Japan, 405 items from 2 sources; Taiwan, 151 items from 5 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
MSCI increased the weighting of Taiwan stocks in its major indexes, adding 6 stocks, including 南亞科 and 華邦電. This signals growing international interest in the Taiwan market and could help spur investment inflows.
Companies mentioned：南亞科、華邦電、群聯、南電、台燿、景碩、鈊象、台泥、力旺、臺企銀、康霈、陽明、台積電
Original東方風能上半年營收年增近4成，獲利達8.64億元，主因客戶合約收入年增2倍。下半年將啟動12年運維合約並拓展歐洲市場，顯示其業務擴張與國際化進展，對離岸風電產業具指標意義。
Semiconductor stocks rose on growing AI demand, while software stocks such as Palantir and マイクロソフト fell. Investors are wary of the transformation AI could bring to the software industry.
Companies mentioned：Palantir、マイクロソフト、Salesforce、ServiceNow、Workday
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Facts
Companies mentioned：淡馬錫、三星電子、SK海力士、NVIDIA、台積電、ASML、美光科技、深南電路、廣合科技、天孚通信、超穎電子、樂鑫科技、上海中微半導體設備
Optical communications giant Coherent reported earnings that beat market expectations, but its share price fell after the announcement. Its technological edge is being recognized amid growing demand for AI infrastructure, but investor expectations had been too high.
Companies mentioned：Lumentum Holdings、NVIDIA
騰訊's second-quarter profit slightly beat expectations, with non-IFRS net income up 8.5% year-on-year. Semiconductor Manufacturing International Corporation has attracted investor interest and was named a stock pick. Hong Kong stocks are expected to trade in a narrow range of 25,000 to 26,000 points in the near term.
Companies mentioned：騰訊(700)、中芯國際(981)、阿里(9988)、長江基建(1038)、電能實業(6)、華潤置地(1109)、銀河娛樂(27)
U.S. July CPI came in at 3.4%, in line with expectations, and AI and memory-related stocks rose across the board. Taiwan stocks also staged a V-shaped recovery, regaining 46,000 points, as risk appetite returned to the market.
Companies mentioned：NVIDIA、Micron、SK Hynix、SanDisk、Seagate、Super Micro Computer、CoreWeave、Dell、Yongqi、Compal、Inventec、Quanta、Wistron、Wiwynn、Hon Hai、Chicony、Tatung、Auras、Winbond、Phison、ADATA
Driven by AI-related stocks, South Korea's market rebounded more than 22% in 10 days, returning to a technical bull market. Samsung and SK Hynix led gains as sentiment recovered from July's sharp sell-off, showing that global enthusiasm for AI investment remains strong.
Companies mentioned：Samsung Electronics、SK Hynix、Arkevium Capital
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Companies mentioned：Benchmark Mineral Intelligence、Electrek、中国乗用車市場情報連合会(CPCA)
SpaceX CEO イーロン・マスク forecast that AI business revenue would surpass that of its other businesses in September this year. Its share price surged 9.65%, and the company also announced plans for a major expansion of AI computing capacity.
Companies mentioned：AT&T、Verizon
Chinese AI startup DeepSeek released DeepSeek-V4-Pro-0813 on its API without prior notice. Its agent capabilities are approaching those of Anthropic’s Fable 5, and its release around the same time as Grok 4.6 drew market attention. Prices will remain unchanged for now.
Companies mentioned：Anthropic、xAI、OpenAI
South Korea’s finance ministry announced deregulation in the semiconductor and AI sectors, aiming to spur investment of 4.2 trillion won. The move seeks to strengthen technological competitiveness and transform the economic structure by removing practical barriers for businesses.
Taiwan stocks have rebounded, but trading volume remains weak, prompting investors to turn to stock-and-bond allocation ETFs to cope with volatility. KGI Double Core Income (00981T) has attracted interest for its resilience and high dividends, reflecting market preference for structurally stable products.
Companies mentioned：台積電、鴻海、南電、健策、元大、國泰、群益、凱基
AI chipmaker Cerebras shares plunged 16% after its Q2 revenue fell short of expectations. However, the company raised its full-year outlook and emphasized the strength of future demand.
Companies mentioned：NVIDIA、TSMC、OpenAI、Groq
サムスン電子 introduced generative AI tool Claude Code for semiconductor development, cutting SoC verification time from 1 month to 2 days. Efficiency improved 15 times, and the productivity of junior engineers also rose dramatically.
Companies mentioned：Anthropic、Qualcomm
The U.S. Treasury auctioned $42 billion in 10-year notes, with the yield reaching 4.683%, its highest since 2007. Inflation and a widening budget deficit are increasing investors’ demands for risk compensation, sustaining upward pressure on long-term interest rates.
Companies mentioned：AmeriVet Securities、Aviva Investors、Natixis
On Aug. 13, 2026, Cisco and AI-related companies’ earnings reports, along with economic indicators, drew attention in the U.S. stock market. AI infrastructure investment is spreading and technological competition between the U.S. and China is advancing, keeping market interest high.
Companies mentioned：Cisco、Supermicro、CoreWeave、Nebius、Applied Digital、IREN、SpaceX、Meta、NVIDIA、DeepSeek、Moonshot AI、Alibaba
Sales figures for 225 major Taiwanese companies in July 2026 were released. 潤隆 led with annual growth of 3460.2%, while 農林 recorded monthly growth of more than 100,000%. The semiconductor and building materials industries performed well.
Companies mentioned：潤隆、台汽電、南亞科、至上、華邦電、農林、中天、聯華、國建、遠雄
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Companies mentioned：Samsung Electronics、SK Hynix、Solidigm、Micron Technology、Kioxia、SanDisk、Lenovo、Apple
Google parent Alphabet reorganized DeepMind to strengthen Gemini development. Co-founder Brin directed the company to catch up with competitors, signaling a shift in its AI commercialization strategy.
Companies mentioned：Alphabet、Google、Google DeepMind、Anthropic、OpenAI、Discovery Loop
Shares of U.S. semiconductor giant Micron rose but lagged SK Hynix and Samsung. The backdrop was a report that Singapore’s Temasek is considering investments in South Korean companies. This could affect the overall memory market.
Companies mentioned：SK Hynix、Samsung Electronics、Temasek Holdings
Chinese display maker BOE is seeking Apple’s certification for panels intended for the OLED iPad Air, scheduled for release in spring 2027. Whether it can break Samsung’s monopoly will be decided at the end of 2026.
Companies mentioned：サムスンディスプレイ、LGディスプレイ、Apple
On her 50th birthday, Hsing-yu Chen, daughter of former President Chen Shui-bian, left a 一-star review at the orthopedic clinic run by her ex-husband, Zhao Jianming, publicly confirmed their divorce and accused him of medical negligence and emotional coldness within the family, drawing public attention.
Taiwan faces extreme weather over the coming week. Influenced by the monsoon and a low-pressure zone, heavy rain and high temperatures are expected to persist across the island, and the Central Weather Administration has issued multiple advisories. This is an important public safety warning.
Air defense drills will be held on Aug. 13 in 7 northern counties and cities, significantly slowing mobile communications. During the drills, 4G and 5G networks will slow, leaving only basic calls and simple messages available.
Companies mentioned：国家通訊傳播委員会（NCC）
MySpace announced that it is considering a comeback. It aims to recreate the distinctive social experience of the 2000s, raising hopes among users tired of algorithms.
Companies mentioned：Viant、Spotify、Adobe、Meta、TikTok、Gorilla 76
Hualien County, in coordination with the central government, is offering subsidies of up to 2600 yuan to people taking training to ride large standard motorcycles. Eligible applicants include county residents aged 18 and over and local students; the training has also been shown to help prevent accidents.
Taiwan’s Tourism Administration is planning a 2026 domestic travel subsidy program totaling 3.46 billion yuan, covering 五 major schemes for accommodation, transportation and theme parks, among other areas, with implementation possible as early as September. Weekday stays of consecutive nights can receive discounts of up to 2000 yuan, with an additional 1200 yuan for birthday celebrants, for a maximum saving of 3200 yuan per trip. The plan is intended to provide substantial public benefit.
陳水扁’s daughter, 陳幸妤, disclosed her divorce in a Google review of her husband 趙建銘’s clinic and accused it of problems involving relationships between men and women and medical care. Her confirmation that she posted the review has sparked controversy.
Companies mentioned：趙建銘兆福脊椎骨科診所
Taiwan’s private 修平科技大学 will merge with 国立暨南国際大学 and stop accepting new students from academic year 115. The move brings an end to its 61-year history. It is the first merger between a public and private institution, and a symbolic event in higher education reform.
Companies mentioned：国立暨南国際大学
Former Chinese Premier 朱鎔基 died at the age of 97. He led economic reforms, but opinions on his legacy are divided because of the large-scale layoffs of workers that followed.
Companies mentioned：中国国際金融公司、中国銀行香港
Former Chinese Premier Zhu Rongji died in Beijing on August 12, 2026, at the age of 98. His economic reforms helped drive rapid growth in China but also laid the groundwork for the country’s current economic difficulties. Chinese people have looked back fondly on his reformist approach and sharp rhetoric during the Xi Jinping era.
Companies mentioned：中国政府
Original中聯大豆沙拉油與多款苦茶油被檢出含致癌物質苯並芘，專家警告所有加熱製油皆有風險，呼籲全國清查。民眾健康受威脅。
Companies mentioned：中聯、頂新
李建成, a major shareholder in 兆基屋管, raised funds from investors by issuing high-yield corporate bonds under the name 趙姬投資. Director 李文詳, appointed by 宏碁, resigned after a short time, exposing a breakdown in corporate governance.
Companies mentioned：兆基屋管、趙姬投資、星鴻、宏碁
Taiwanese rental management giant 兆基屋管 grew rapidly on the back of the government’s social housing policy, but its bond financing led to a financial crisis on the scale of 10 billion yen. The gap between policy and corporate development has come under scrutiny.
Companies mentioned：宏碁
As Taiwan stocks plunged, financial news anchor 詹璇依 recommended the high-dividend, growth-oriented ETF 復華台灣科技優息（00929）. Its stable dividends are important because they provide psychological protection and funds for reinvestment.
The “Dragon Sutra” at the National Palace Museum in Taipei went viral amid a legend that a glance brings 七世 of blessings. Curator Liu Guowei revealed that Chen Shui-bian had made a special visit after receiving guidance from a Tibetan Buddhist master. Produced during the Kangxi era, the gilded manuscript used 5000 taels of gold and thousands of gemstones, making it one of the Palace Museum’s most lavish artifacts.
Legislative Speaker Han Kuo-yu publicly expressed anger over repeated absences by KMT caucus whip Fu Kun-chi from negotiations, reflecting a breakdown in coordination between the executive and legislative branches and intensifying political divisions.
Karoline Leavitt, a supporter of President Trump and the youngest-ever White House press secretary, announced she would step down at the end of this month to prioritize raising her children. She will continue supporting the administration as an outside adviser.
耀德生技 and 冠昕生醫 are using AI and 12 years of drug data to launch high-standard products in preventive medicine, targeting the global health market worth $430 billion. The partnership is drawing attention for its contribution to Taiwan’s “biomedical guardian mountain” strategy.
Companies mentioned：中央研究院、陽明交通大學、基龍米克斯
A TOP10 ranking of “young general” characters in mainland Chinese historical dramas has been released. Leo Wu’s Ling Buyi in Love Like the Galaxy takes the top spot. The list analyzes the portrayals of young generals by 10 actors and reactions from online audiences.
Prices of Taiwanese bananas and papayas plunged in 2025. Increased production and a mismatch between supply and demand were the causes, raising concerns about the impact on farmers.
Veteran Taiwan independence advocate 陳永興 was nominated to head the 监察院. Will he abandon his ideals of the past when faced with power? The article analyzes reform issues at the 监察院 and changes in 陳永興’s stance in the face of power.
Companies mentioned：监察院
JPMモルガン・アセットマネジメント filed a securities report for its 55th period. The report discloses the investment trust’s operating status and is important for ensuring transparency for investors.
Companies mentioned：JPMモルガン・アセットマネジメント
ＪＰモルガン・アセット・マネジメント filed a securities report (investment trust) for its 14th period.
Companies mentioned：ＪＰモルガン・アセット・マネジメント株式会社
アライアンス・バーンスタイン株式会社 filed a securities report for its 6th period. The disclosure concerns the operating period of investment trust beneficiary certificates.
Companies mentioned：アライアンス・バーンスタイン株式会社
HSBCアセットマネジメント株式会社 filed a securities report for its 36th period. The disclosure concerns the operating period of investment trust beneficiary certificates.
Companies mentioned：HSBCアセットマネジメント株式会社
OriginalＪＰモルガン・アセット・マネジメント株式会社が第14期の有価証券報告書を公表しました。
Originalマニュライフ・インベストメント・マネジメント株式会社が第17期の有価証券報告書を公表しました。
アセットマネジメントOne株式会社 filed a securities report (beneficiary certificates of domestic investment trusts) for its 40th period.
Companies mentioned：アセットマネジメントOne株式会社
HSBCアセットマネジメント disclosed a securities report for its 19th period.
Companies mentioned：HSBCアセットマネジメント株式会社
ＳＢＩ岡三アセットマネジメント株式会社 filed a securities report for its 26th period, disclosing information covering 2025年11月15日 to 2026年5月14日.
Companies mentioned：ＳＢＩ岡三アセットマネジメント株式会社
楽天投信投資顧問株式会社 published a securities report for its 2nd period, disclosing operating information for 2025年5月16日 to 2026年5月15日.
Companies mentioned：楽天投信投資顧問株式会社
三井住友ＤＳアセットマネジメント published a securities report for its 1st period. The period covered is 2025年11月21日 to 2026年5月18日.
Companies mentioned：三井住友ＤＳアセットマネジメント株式会社
Originalインベスコ・アセット・マネジメントによる第21期有価証券報告書の公表。対象期間は2025年11月19日から2026年5月18日まで。
Companies mentioned：インベスコ・アセット・マネジメント株式会社
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