AI News 180m Report

2026-08-13 12:00–15:00 JST

465 received, 465 listed, 7 sources ・ Page 5 of 5

One place for news and notices from 2 countries/regions: Taiwan, 237 items from 6 sources; Japan, 228 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)(62)

Taiwan’s famous night market has fallen into decline! Foreign visitors are stunned by “rows of shops closed and up for rent, a quiet place with no character”; its former glory from 10 years ago is gone

Published ・ Source Taiwan | 風傳媒

Taipei's iconic Shilin Night Market is facing a serious decline in popularity. A Korean YouTuber visited the area and reported on the growing number of vacant shops, high rents and loss of tourists. The issue highlights structural challenges in Taiwan's tourism industry.

Original看蔣萬安、沈伯洋過招「好羨慕」?柯志恩突嘆1句酸爆賴瑞隆:我的對手好無聊

Published ・ Source Taiwan | 風傳媒

As Taipei mayoral candidates Chiang Wan-an and Shen Po-yang clashed over policy, Kaohsiung's Ko Chih-en complained that her “opponent is boring.” The difference in the level of public attention between the regions is becoming apparent.

Original1% 跨界實驗室|關於微醺》三十年的勃根地選酒之路:我眼中的米其林葡萄酒評鑑

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A total of 94 wineries were selected in the inaugural edition
  • Original大同亞瑟頓共有十九家勃根地總代理酒莊獲得肯定
  • For thirty years, I have personally traveled to 勃根地 and Bordeaux every year

Companies mentioned:米其林指南、勃根地、大同亞瑟頓、Domaine Marquis d'Angerville、Domaine Mugneret-Gibourg、Georges Roumier、Domaine Armand Rousseau、Dujac、Domaine Gros Frere et Soeur、Pierre-Yves Colin-Morey

1 vegetable sees a huge price drop! Prices plunge by an “epic” 16.4%, the biggest monthly fall on record; U.S. experts reveal why no one dares eat it, however cheap it gets

Published ・ Source Taiwan | 風傳媒

Cyclospora infections have spread in the United States, prompting consumers to avoid lettuce and causing lettuce prices in July to plunge 16.4% from the previous month. It was the largest monthly drop on record, against a backdrop of eroding trust in food safety.

Companies mentioned:Taylor Farms、University of Central Arkansas

Trump’s son-in-law’s brother and former Disney CEO become new owners of the Los Angeles Lakers; previous owner made a $2 billion profit in just 10 months

Published ・ Source Taiwan | 風傳媒

The Los Angeles Lakers were sold for more than $12 billion, with Josh Kushner and Bob Iger becoming the new owners. The previous owner made $2 billion in profit in 10 months, making it the largest deal in NBA history.

Companies mentioned:Thrive Capital、Oscar Health、The Walt Disney Company、Guggenheim Partners、Los Angeles Dodgers、ESPN、Nike

Original羅雲熙劉學義不是第一!陸劇瘋批病嬌男主TOP10冠軍是他:患得患失占有慾爆棚、一眼神反差全網淪陷

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The 2026 drama The Pursuit of Jade

Companies mentioned:羅雲熙、劉學義、張凌赫、丁禹兮、檀健次、成毅、龔俊、邵峰、李宏毅、微博、豆瓣

Nissan leaves, Chinese investment arrives! European automakers are transforming: Spain’s Defense Ministry clears the way for Chinese automaker SAIC to invest and build a factory

Published ・ Source Taiwan | 風傳媒

Spain's Defense Ministry said it would not oppose China's 上汽集団 building a car factory in Galicia. The company plans to invest 200 million euros and begin producing 120,000 EVs a year in 2028, with the project expected to benefit the regional economy.

Companies mentioned:上汽集団、奇瑞汽車、零跑汽車、Stellantis、比亞迪

Original趙雲武功這麼強,為何官位不如關羽張飛?正史官職揭開《三國演義》最大反差

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Original真正讓後世產生「劉備沒有重用趙雲」印象的關鍵時間點,是建安二十四年,也就是公元219年。
  • The most notable feature of 趙雲’s official career is that his clear promotions came during the Jianxing era. Records in Records of the Three Kingdoms state that in the first year of Jianxing, or 223, 趙雲 “became General of the Central Guard and General Who Conquers the South, was named Marquis of Yongchang Village, and was promoted to General Who Guards the East.”

Companies mentioned:趙雲、關羽、張飛、馬超、黃忠、劉備、曹操、公孫瓚、甘夫人、孫夫人、孫權、劉璋、劉禪、諸葛亮、鄧芝、曹真、夏侯淵、張郃、費詩、陳壽、裴松之、羅貫中

How can Han Kuo-yu contain the fallout from his clash with Fu Kun-chi? Kuo Cheng-liang offers the KMT 1 tip: “Twist your ankle and it’ll get better soon”

Published ・ Source Taiwan | 風傳媒

A fierce dispute over budget reviews has erupted between 立法院 Speaker Han Kuo-yu and 國民黨 caucus whip Fu Kun-chi. Former legislator Kuo Cheng-liang stressed the importance of internal coordination and proposed a swift resolution.

Companies mentioned:國民黨、立法院

She didn’t buy stocks until age 56, then built 80 million in assets in 8 years! She shares 3 secrets to building wealth that can turn even small investors’ lives around

Published ・ Source Taiwan | 風傳媒

A Japanese homemaker who began investing in stocks at age 56 grew her assets to 400 million yen over 8 years and later surpassed 500 million yen. Her success came from a long-term investment strategy based on life experience, inspiring small investors.

Companies mentioned:Amazon、Tesla、Micron、NVIDIA、Intel、Toyota

The Economist says Taiwan’s democracy is being held hostage! Weng Li-chung reveals Taiwan-UK democracy index face-off: Which country has had 7 prime ministers in 10 years?

Published ・ Source Taiwan | 風傳媒

Original旅美学者翁履中が、イギリスの政治状況と台湾の民主主義について分析。イギリスの補選に「垃圾桶伯爵」が立候補したことや、経済学人誌が台湾の民主主義を「挾持」と批判したことに言及し、両国の民主主義の違いを比較した。

Companies mentioned:経済学人誌

Is it a big mistake to wait until age 65 to collect labor insurance pension benefits? Expert reveals the “best age to claim”; retirees with no job could receive 900,000 more over their lifetime

Published ・ Source Taiwan | 風傳媒

Experts analyzed the optimal age to begin receiving labor insurance pensions under 2 scenarios: still working and retired. They found that retired people would receive more in total by claiming early at age 60.

Beijing Watch: Starbucks in Taiwan vs. Starbucks in China: Why has Taiwan avoided the “9.9-yuan price war of destruction”?

Published ・ Source Taiwan | 風傳媒

Starbucks China denied rumors that 蜜雪冰城 was making its products under contract or that it had changed its coffee beans, saying the claims were false. The Chinese market is facing an intense price war, while Taiwan has avoided low-price competition due to a different operating model, highlighting regional differences in strategy.

Companies mentioned:蜜雪冰城、瑞幸咖啡(Luckin Coffee)、庫迪咖啡、百勝中國、統一星巴克、路易莎、85度C、山姆中國、博裕資本

Banks announce suspension of “2 services,” with post offices also affected! Air-raid drills today in 7 counties and cities: schedules for transfers, bill payments, mobile payments, slower internet, convenience stores and retail outlets

Published ・ Source Taiwan | 風傳媒

On Aug. 13, 2026, air defense exercises were held in 7 counties and cities in northern Taiwan. Slower mobile networks temporarily affected electronic services at banks, post offices and retailers. 中華郵政 and 台新銀行 announced response measures.

Companies mentioned:中華郵政、台新銀行、台灣銀行、土地銀行、第一銀行、合作金庫、中國信託、永豐銀行、7-ELEVEN、全家便利商店、萊爾富、OKmart、全聯福利中心、愛買、萬家福

Check your passbook now! The Ministry of Labor is sending out payments today: eligible recipients can get a 42,000-yuan “bonus”; details on when 17 benefits will be paid by the end of the month

Published ・ Source Taiwan | 風傳媒

The Bureau of Labor Insurance under the Ministry of Labor began disbursing 17 types of social insurance benefits in August, including childbirth benefits under the National Pension program. The childbirth benefit was raised to a maximum of 42,206 yen, and eligible recipients are urged to apply promptly.

From viral buzz to a flood of orders: BNI華地產 links cross-industry marketing capabilities as Lin Dianyi leads nearly 100 business owners through a hands-on guide to monetizing short-video ads

Published ・ Source Taiwan | 風傳媒

BNI華地產 held a practical workshop on short-form video marketing. Lin Dian-yi explained strategies for monetizing short-form video ads, with nearly a hundred business owners taking part. The initiative to help businesses turn traffic into conversions has drawn attention.

Companies mentioned:BNI華地產、一方生活、AI魔術師晨益、十三妹

Why was the emperor the only one allowed to call himself “朕”? In fact, everyone could use it before Qin Shi Huang—how the change came about

Published ・ Source Taiwan | 風傳媒

“朕” was originally a first-person pronoun widely used in ancient China, but Qin Shi Huang reserved it as a form of self-reference exclusively for the emperor. The change symbolized the establishment of a centralized imperial system.

Nagasaki atomic bombing memorial denies Taiwan an “envoy seat”; BBC asks: Are differences in Taiwan-Japan relations emerging?

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Nagasaki will hold a ceremony this weekend marking 81 years since the atomic bombing during World War II
  • Hiroshima has significantly revised its policy since the 80th anniversary of the atomic bombing in 2025
  • To the “196 countries or regions with diplomatic channels with Japan”
  • 2025 events marking the 40th anniversary of its opening

Companies mentioned:BBC、長崎市、台灣駐日代表處、李逸洋、高市早苗、中國駐日本大使館、台北駐日經濟文化代表處、陳銘俊、朝日新聞、鈴木史朗、台灣外交部、陳怡君、東京國際基督教大學、奈吉、哈德森研究所、長尾賢、香港中文大學、堀內徹、日本國際教養大學、陳宥樺、美聯社、飯田和郎

Liu Shishi and Wang Churan both lose! The champion of TOP10 cool-beauty looks in mainland Chinese dramas is her: ethereal in white, she’ll have you falling completely at first sight

Published ・ Source Taiwan | 風傳媒

After discussions among mainland Chinese internet users, TOP10 actresses with the coolest aura in mainland Chinese dramas were selected. Liu Yifei took the top spot for her role as Xiaolongnü in The Return of the Condor Heroes. The criteria included nominations from internet users, original reviews, and how distinctly each actress’s signature role conveyed a cool demeanor.

Companies mentioned:中国大陆影视行业

The stock market has rebounded so much—is there room for further gains? Institutional investors favor these investment opportunities, but warn of 2 key variables

Published ・ Source Taiwan | 風傳媒

As market concerns rise following a sharp rally in AI and semiconductor stocks, Barlins said the quality of corporate earnings and financial soundness would be key to sustained growth in Asian equity markets. Oil prices and interest rates will also be important variables.

Companies mentioned:霸菱(Barings)、輝達(NVIDIA)

2026 cash handout: Claim yours now! Starting today, 8/13, each person gets 5000 yuan; residents of 1 location who qualify will receive it directly in their accounts. See the payment methods and extra benefits across Taiwan

Published ・ Source Taiwan | 風傳媒

Sanwan Township in Miaoli County is providing all residents with a living subsidy of 5000 yuan. Payments to elderly residents were deposited on Aug. 10, while other residents can collect theirs in person from Aug. 13.

Wei Daxun and Zhang Linghe both lose! The champion of TOP10 refined-yet-villainous heartthrobs in mainland Chinese dramas is him: the ultimate scheming madman, whose single glance is enough to make you uneasy

Published ・ Source Taiwan | 風傳媒

An analysis of the TOP10 male characters in mainland Chinese dramas who are “refined yet villainous,” selected from signature roles played by actors including Zhang Linghe, Wei Daxun and Peng Guanying, explores how these characters—polished on the outside and devious within—became a hot topic among viewers.

Companies mentioned:中国大陆剧集制作公司

Han Kuang exercises》Gunfire rings out on Taipei streets before dawn! Military police test roadblocks on routes connecting to the capital; residents give a thumbs-up

Published ・ Source Taiwan | 風傳媒

During Taiwan's Han Kuang No. 42 exercises, military police carried out a late-night road closure and defense drill at Taipei's Guangfu Bridge. Residents praised the realistic exercise, which included gunfire and explosions, reflecting a high level of public awareness about defense.

Not Japan or South Korea! 1 country is especially fond of coming to Taiwan, with nearly 1.9萬 students studying here. They praise its international reputation and call it a top choice for study and work

Published ・ Source Taiwan | 風傳媒

Taiwan’s higher education system attracts large numbers of Indonesian students. Indonesia is the second-largest source of international students after Vietnam, with nearly 1.9萬 studying in Taiwan. Taiwan’s semiconductor industry and quality of higher education are key draws.

Companies mentioned:教育部、海外联招委员会、印尼留台校友会联合总会

How long can Coupang’s incredible early-morning deliveries last? It is staying committed to Taiwan despite annual losses of hundreds of billions; e-commerce expert explains why “Korea’s Amazon” won’t give up

Published ・ Source Taiwan | 風傳媒

South Korea's “Amazon,” Coupang, reported revenue of $8.856 billion in the second quarter of 2026, but posted a net loss of $570 million due to the costs of investing in Taiwan and a fine over personal data leaks. With sustainability in question alongside growth, logistics infrastructure and repeat purchase rates will be key.

Companies mentioned:Amazon、台積電

Taiwanese-language singing queen Chen Yingjie dies at 72! Cause of death revealed: after developing dementia, she “forgot to drink water,” leading to multiple organ failure

Published ・ Source Taiwan | 風傳媒

Chen Ying-chieh, a leading singer in Taiwan's Taiwanese-language music scene, has died at age 72. She suffered multiple organ failure after neglecting to drink enough water because of dementia. Tributes have poured in from the entertainment industry.

Han Kuang exercises》Navy and Coast Guard join forces in “anti-blockade escort”; Yushan conducts simulated escort of vital supplies into port

Published ・ Source Taiwan | 風傳媒

Taiwan's navy and Coast Guard conducted their first live-force “joint anti-blockade escort” drill during the Han Kuang No. 42 exercises. The Yushan-class ship simulated a vessel transporting critical supplies and successfully entered a port safely. It was an important step in demonstrating the ability to respond to China's gray-zone incursions.

Don’t want to miss important news? Set 風傳媒 as your Google Search preference with 1 click, and stay on top of key stories

Published ・ Source Taiwan | 風傳媒

風傳媒 has been added to Google Search's preferred sources settings, allowing users to access important news more easily. The setting lets them keep up with the latest trends and important news.

Companies mentioned:風傳媒

The Ministry of Labor is handing out money! Workers aged 55 and older: remember to claim 2 payments. Those who qualify will receive 6萬元; application details for employment incentives

Published ・ Source Taiwan | 風傳媒

Taiwan's Ministry of Labor has significantly relaxed eligibility requirements for its “Five-Five Employment Promotion Measures” to help workers aged 55 and over find new jobs. The required employment period has been reduced from 90 days to 30 days, and coverage has been extended to part-time workers.

Morning market update》Taiwan stocks surge past 4萬6, with 聯發科 up nearly 5%! 國巨, 華碩 and 華新科 also hit limit-up, while “this heavyweight stock” falls nearly 3%

Published ・ Source Taiwan | 風傳媒

Original台湾株式市場が本日、強気の流れで始まり、大盤指数が4万6千ポイントを超えるまで上昇しました。聯發科が大幅に値上がりし、國巨や華碩など複数の銘柄がストップ高となりましたが、一方で一部の金融株は下落しています。

Companies mentioned:台積電、鴻海、聯發科、廣達、富邦金、國泰金、華碩、國巨、華新科、台虹、和碩、大成鋼、所羅門、凱美、台勝科、高力、華南金、太空梭

A solution for redeveloping Taipei’s old buildings? Shen Boyang proposes “leasehold housing”; writer points to 2 major challenges and asks sarcastically: Should we learn from China?

Published ・ Source Taiwan | 風傳媒

Taipei candidate Shen Boyang proposed a “leasehold housing” plan to address the city’s aging buildings and lower the barrier to housing affordability. Writer Piao Lang Dao Yu says the idea is feasible in theory, but China’s experience shows that prices in prime areas remain high, and Taiwan also faces legal and cultural challenges.

Meet at Regent Taipei on 8/15 for a summer festival: wear a Japanese yukata, sample street-stall food, and watch the Dadaocheng fireworks for an all-in-one Japanese-style getaway

Published ・ Source Taiwan | 風傳媒

台北晶華酒店 is offering its “屋台煙火假期” accommodation package on August 15. The package combines Japanese-style yukata, street-stall cuisine and a nighttime fireworks party for a Japanese-inspired experience. It offers a special stay with an ideal view of the fireworks at the Dadaocheng Summer Festival.

Companies mentioned:台北晶華酒店

Dementia risk among seniors is rising, with 1 in every thirteen affected; 安達人壽 launches a lifelong health insurance plan to ease the burden of family caregiving

Published ・ Source Taiwan | 風傳媒

安達人壽 has launched the “Memory Journey Together Lifelong Health Insurance” plan, offering staged benefits and multiple health protections against the risk of dementia in old age, to help families cope with the pressures of long-term care.

Taiwan | 鉅亨網(28)

Formosa Plastics partners with Japanese chemical maker to establish joint venture, targeting photoresist thinner market with production expected to begin by the end of 2028

Published ・ Source Taiwan | 鉅亨網

台塑 and Japan’s Daicel have established a joint venture, with each investing 4億元 to produce photoresist thinner for semiconductors. Production is scheduled to begin in Kaohsiung by the end of 2028, strengthening Taiwan’s local supply chain to meet growing demand driven by AI.

Companies mentioned:大賽璐株式会社

Take note at lunchtime: These 2 McDonald’s burgers have food safety issues; refund mechanism to be announced within 1 week

Published ・ Source Taiwan | 鉅亨網

台湾麦当劳 has suspended sales across Taiwan of 2 burgers after imported shrimp patties used in them were found to contain non-compliant substances, including nitrofurans. A refund mechanism will be announced within 1 week.

Companies mentioned:台湾麦当劳

〈Property〉Tainan Metro Blue Line Phase I aims to begin construction this year; Yongkang sees the most transactions along the route

Published ・ Source Taiwan | 鉅亨網

Construction on Phase I of the Tainan Metro Blue Line is planned to begin by the end of this year. The 8.55-kilometer line will connect the three districts of Yongkang, East District and Rende. Yongkang has the highest property transaction volume, with an average price of 25.5萬元 per ping. Experts say the metro construction will spur regional development and benefit the housing market over the long term.

Companies mentioned:中信房屋

Memory costs are soaring! Google Pixel 11 phones get a US$100 price hike, start at 256GB, and tout “Gemini Intelligence”

Published ・ Source Taiwan | 鉅亨網

Google unveiled the Pixel 11 series, raising prices by $100 across all models due to surging memory costs. It revised the lineup to start at 256GB and highlighted the “Gemini Intelligence” AI features. This reflects cost pressures across the consumer electronics industry.

Companies mentioned:Apple、TrendForce

AI earnings impress, chip stocks near a bull market! Analyst cautions against celebrating too soon

Published ・ Source Taiwan | 鉅亨網

Strong financial reports from AI-related companies have pushed semiconductor stocks higher again, bringing them close to bull-market territory. However, some analysts have warned of a gap between spending levels and actual demand, urging caution about the optimistic outlook.

Companies mentioned:CoreWeave、Super Micro Computer、Lumentum、SanDisk、Micron Technology、SK Hynix、Nvidia、AMD、Broadcom、Coherent

〈Hot stock〉奇鋐 surges to limit-up, becomes a core holding in 21 actively managed ETFs; 00406A gains more than 2%

Published ・ Source Taiwan | 鉅亨網

奇鋐 (3017-TW) shares surged on an optimistic outlook at an investor briefing, making the stock a core holding in 21 actively managed ETFs. Expanding demand for AI cooling and improving performance have drawn market attention, with ETFs such as 00406A also affected.

Companies mentioned:奇鋐、NVIDIA、主動中信台灣收益

〈Hot stock〉ASUS delivers upbeat investor briefing, raises full-year server target to 150%; shares hit limit-up at the open and challenge previous high

Published ・ Source Taiwan | 鉅亨網

華碩 posted strong second-quarter results, with after-tax net profit up 94% year on year, and raised its full-year server revenue target to 150%. The positive news pushed the stock to limit-up at the open, reflecting strong market confidence in its AI and server strategy.

Tianhong optimistic about second-half operations, with orders secured through the first quarter of next year

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Could U.S. intervention to support the yen make things more dangerous? Fortune warns markets could be held hostage by “big players”

Published ・ Source Taiwan | 鉅亨網

U.S. Treasury Secretary Bessent and Japan’s Ministry of Finance are trying to steer the yen higher through currency intervention, but market sensitivity to policy statements could instead increase volatility. フォーチュン has warned of distortions in price formation, making this an important policy development to watch.

Companies mentioned:フォーチュン、福斯財經網

Musk's Grok 4.6 debuts! Performance matches GPT-5.6 Sol, API prices cut in half

Published ・ Source Taiwan | 鉅亨網

SpaceXAI unveiled Grok 4.6. It matches the performance of GPT-5.6 Sol while offering API pricing at half the cost, targeting the developer market. Competition is intensifying in the age of AI agents.

Companies mentioned:OpenAI、Anthropic、Google、Cursor、OpenRouter、Vercel、Cloudflare

Focus stocks: GPU and ASIC products from 奇鋐 set to ramp up simultaneously in the second half; shares hit limit-up on earnings outlook, setting a new record high

Published ・ Source Taiwan | 鉅亨網

奇鋐’s (3017-TW) GPU and ASIC products are set to enter mass production in the second half of the year, supporting strong business growth. The stock hit limit-up and set a record high.

Companies mentioned:NVIDIA

AI race in crisis! Google co-founder Brin steps in to oversee operations as DeepMind undergoes major restructuring to accelerate Gemini

Published ・ Source Taiwan | 鉅亨網

Google co-founder Sergey Brin ordered an accelerated development push for the Gemini AI model and replaced a DeepMind leader. The move is an urgent response as the company falls behind in the AI race, with regaining the lead now a pressing priority.

Companies mentioned:Alphabet、Anthropic、OpenAI

Moxa to showcase industrial AI network foundation at 2026 Taipei International Automation Industry Exhibition

Published ・ Source Taiwan | 鉅亨網

At the 2026 Taipei International Automation Industry Exhibition, Moxa showcased network infrastructure technologies for the industrial AI era under the theme “Resilient Connectivity, Intelligent Collaboration for the Future.” It presented comprehensive solutions spanning wireless communications, edge computing and security systems.

Companies mentioned:所羅門、綠捷

Original白銀多頭列車要加速!花旗喊上看90美元 潛在漲幅近4成

Published ・ Source Taiwan | 鉅亨網

花旗銀行 reiterated its bullish outlook on silver, forecasting that prices could rise to $75 in the next 3 months and potentially test $90 in 6-12 months, up about 38% from current levels. Key drivers include a recovery in investment demand, easing tensions in the Middle East and a more dovish Federal Reserve policy.

Companies mentioned:花旗銀行

Effective at month-end!智譜 added to the MSCI China Index, shares surge more than 6% in Hong Kong morning trading

Published ・ Source Taiwan | 鉅亨網

Chinese AI company 智譜 has been added to the MSCI China Index, effective August 31. The move is expected to attract overseas index fund inflows, and the shares rose more than 6% in early trading.

Companies mentioned:建滔集團、芯源微、風華高科、大族激光、協鑫科技、金力永磁、智飛生物、南亞科、鼎泰高科

STARLUX builds second operating base; Taichung-Nagoya route launches 10/25

Published ・ Source Taiwan | 鉅亨網

STARLUX Airlines announced the launch of a Taichung-Nagoya route on October 25, underscoring its strategy to strengthen Taichung as its second operating base. The move expands its presence in central Japan.

高明鐵's first-half results have already surpassed last year's full-year total; swings to profit with net income of 1.21億元 and EPS of 2.9元

Published ・ Source Taiwan | 鉅亨網

Taiwan optical communications equipment maker 高明鐵 reported strong performance amid demand from AI data centers, with revenue in the first half of 2026 surpassing its total for the previous full year and the company returning to profitability. Expansion into the CPO and 800G/1.6T optical module markets is driving growth.

Mass production delayed until 2028! 三星電機's glass substrate certification setback means tests will take at least a year to resume

Published ・ Source Taiwan | 鉅亨網

GlaSSEM, a joint venture between 三星電機 and 住友化学, failed reliability certification for its TGV glass substrate, pushing mass production back to 2028 or later. Chinese companies are catching up, potentially accelerating domestic production.

Companies mentioned:三星電機、住友化学、東友精細化学、GlaSSEM、台積電、インテル、SKC、Absolics、京東方、凱盛科技、長電科技、通富微電、長信科技、沃格光電、燧原科技、先封

Anthropic reportedly spends $6 billion to acquire Decart in its biggest-ever deal to bolster AI computing power

Published ・ Source Taiwan | 鉅亨網

Anthropic has reportedly agreed to acquire Decart AI for about $6 billion. The deal would be the largest in the company’s history and is seen as a move to boost computing power ahead of its IPO.

Companies mentioned:Anthropic、Decart AI、OpenAI、NVIDIA、Radical Ventures、Atreides Management、Valor Equity Partners、Adobe Ventures、紅杉資本、Benchmark、Zeev Ventures

Focus stocks: Rate-cut expectations and AI boost send 00988A up more than 4%, the top-performing ETF

Published ・ Source Taiwan | 鉅亨網

Taiwan-listed ETF 統一全球創新(00988A) rose more than 4% amid expectations of U.S. interest rate cuts and rising AI demand, posting the market’s strongest performance. This signals a recovery in confidence in risk assets and could mark a turning point in investment strategy.

Companies mentioned:統一投信、元大投信、中信投信、台新投信、三竹資訊

東森's first-half profit rises 7% year on year; plans 20億元 capital increase to advance 三 core businesses

Published ・ Source Taiwan | 鉅亨網

東森國際 reported first-half net profit after tax of 2.73億元, up 7.4% year on year, and announced a 20億元 cash capital increase to strengthen its 三 core businesses. The move is expected to improve its financial structure and support long-term growth.

Companies mentioned:東森購物、自然美

Taiwan market open: MSCI quarterly adjustment brings 三 gains for Taiwan stocks; 台積電 leads heavyweight shares up more than 600 points, pushing the index above 4萬6千 points

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks opened higher today, led by gains in heavyweight electronics shares, with TSMC and other large-cap stocks rising sharply. The MSCI quarterly adjustment added several Taiwan stocks to its constituents, while market performance was mixed.

Companies mentioned:台積電、聯發科、國巨、台達電、鴻海、廣達、華南金、兆豐金、中信金、光纖、凱美、華新科、密望實、金山電、南亞科、華邦電、群聯、南電、台燿、景碩

鴻海's AI demand remains strong; U.S. and Japanese brokerages raise price targets into the 4-handle range after earnings call

Published ・ Source Taiwan | 鉅亨網

Rising demand for Hon Hai’s AI-related products has prompted U.S. firm Citi and Japan’s Nomura to sharply raise their target prices to 400 yen and 435 yen. Mass production of AI servers and high-speed networking products is driving earnings growth.

Companies mentioned:Citi、Nomura、NVIDIA、Google

Hardware stocks vastly outperform the S&P 500! Goldman Sachs favors these 三 companies

Published ・ Source Taiwan | 鉅亨網

Goldman Sachs named 戴爾科技, 慧與科技 and NetApp its top picks among U.S. hardware stocks, citing demand for AI infrastructure. AI servers and data center upgrades are expected to boost performance.

Companies mentioned:戴爾科技、慧與科技、NetApp、NVIDIA、Vultr、Juniper Networks、Argus、巴克萊

Original特斯拉大招來了!馬斯克:未來特斯拉所有車輛都將導入星鏈 唯中國市場仍有變數

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Some Roam service plans cost about $50 per month or more
  • Unlimited data plans can cost as much as $105 per month
  • Plans in other markets may also cost more than $160 per month

Companies mentioned:特斯拉、SpaceX、星鏈、Cybercab、Robotaxi、Grok、Terafab

Original騰訊年底GPU儲備「非常充足」、輝達徹底缺位:中國AI算力市場一夜換主人

Published ・ Source Taiwan | 鉅亨網

騰訊雲 announced that its GPU resources would be “very abundant” by the end of the year. In China’s AI market, where 輝達 has effectively withdrawn due to U.S. export restrictions, domestic chips such as those from 華為 are growing rapidly, fundamentally changing the computing power landscape.

Companies mentioned:騰訊、輝達、華為、摩爾線程

DeepSeek V4 Pro goes live, performance approaches Fable 5, price is only 2% of its cost

Published ・ Source Taiwan | 鉅亨網

DeepSeek released the official version of its “V4 Pro” AI model. Its performance is comparable to Anthropic’s Claude Fable 5, while its price is just 2%, drawing major attention for its cost-performance.

Companies mentioned:Anthropic、華為

京東 teams up with 優衣庫 again after 10 years! More than parcel delivery, it will also manage overseas inventory

Published ・ Source Taiwan | 鉅亨網

京東物流 and 迅銷集團 have reached a global strategic partnership to provide cross-border warehousing, distribution and AI supply chain services for brands including 優衣庫 and GU, marking a major breakthrough in its overseas supply chain capabilities.

Companies mentioned:迅銷集團、優衣庫、GU、Theory、DHL、Geopost、Evri、FII Institute、MODON、絲路基金

Taiwan | Heho健康(3)

Can extreme weather also affect health? Traditional Chinese medicine perspectives on the effects of heatwaves, torrential rain and damp heat on the body, and wellness tips - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho健康

Do children need DHA supplements? How to choose fish oil for kids: 5 key points explained - Heho親子

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho親子

Celebrating can bring heartbreak and even a stroke! Doctor explains the causes and prevention of “holiday heart syndrome” - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • Men 5, women 4

Companies mentioned:Heho健康

Taiwan | 環球生技月刊(1)

08/13 “Biomedical News Radar” - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • Holdings reduced to a maximum of 43.35%

Companies mentioned:衛福部、北榮癌症篩檢中心、長聖、浩鼎、鼎晉、生華科

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