AI News 180m Report

2026-08-13 18:00–21:00 JST

263 received, 263 listed, 6 sources ・ Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 189 items from 5 sources; Japan, 74 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)(63)

“張雪機車820RR” seized; owner speaks out in heartbreak: “They’re dismantling and modifying the parts. I just love riding motorcycles”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • He has worked in the heavyweight motorcycle field for 30 years

Companies mentioned:張雪機車

Refusing to give up with just 15% heart function, Tunghai physician and doctoral graduate Zheng Yuchong combines AI with efforts to push the limits of cardiovascular critical care

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Heart function at just 15%
  • Has published 15 papers on AI in medicine in international journals
  • Outpatient demand from one or two hundred patients a day

Companies mentioned:東海大學、臺中榮民總醫院、中國醫藥大學、Asan Medical Center、Saiseikai Yokohamashi Tobu Hospital

Bring your ID! Free seafood, “55% of the price on steak” for those aged 55 and older: A look at restaurant deals across Taiwan in August

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The second person gets 55% of the price
  • Original年滿 60 歲以上賓客出示證件可享本人 7 折優惠
  • The second person pays just 495 yuan
  • Weekday lunch and dinner, and afternoon tea on weekends and holidays: 899 yuan + 10% per adult
  • Weekend and holiday lunch and dinner: 1,099 yuan + 10% per adult
  • Original本人 7 折優惠

Companies mentioned:台北花園大酒店、饗聚廚房、JR東日本大飯店台北、鉑麗安、饗饗、饗食天堂、漢來海港餐廳、豐FOOD、小蒙牛頂級麻辣養生鍋、和牛涮日式鍋物放題、肉多多火鍋、萬客什鍋、泰滾、50樓Cafe、天鍋麻辣

Original台灣自然海岸不到5成!蘇俊賓呼籲建立長期海洋水文與生態監測,守護海岸永續

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Only 43% remains
  • In many western counties and cities, the figure is even below 10%

Companies mentioned:中油

Survey on willingness to proceed with land readjustment in the Zhongliao comprehensive development area; Nantou County Government to hold 2nd briefing on the 18th

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • It will be held at 10 a.m. on August 18 (Tuesday) in the auditorium on the 5th floor of the Zhongliao Township Office
  • Call the Land Readjustment Section at (049-2221563)

Companies mentioned:南投縣政府

Putting lessons learned into practice, Nantou County Government deploys a website health-check tool to strengthen website management

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The program’s source code will also be released as open source

Companies mentioned:南投縣政府、臺北市政府資訊局

凱基人壽’s regular-premium cancer health insurance: cancer protection lets “love have extra support”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Two-thirds face costs of 300,000 yuan or more
  • May qualify for a 1% reduction in premiums for subsequent policy years
  • Receive a 3% reduction in premiums for subsequent policy years
  • Receive a reduction of up to 5% in premiums for subsequent policy years
  • Could receive a reduction of up to 11% in premiums for subsequent policy years
  • Benefits of up to 1.5 times the insured amount
  • 20-year payment period
  • Annual premium of 29,800 yuan
  • Cumulative premium reduction of 2%
  • First-year annual premium of 29,204 yuan
  • Premium reduction of up to 11% in subsequent policy years
  • Premium of 26,522 yuan in subsequent policy years
  • A benefit of 1 million yuan for a first diagnosis of severe cancer

Companies mentioned:凱基人壽

Meet Changhua・Begin a happy journey: Registration opens Aug. 14 for the 2026 Changhua County mass wedding, with diamonds and air tickets up for grabs

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 25 luxury cars
  • Appliance gift vouchers worth 5,000 yuan
  • Places for 50 couples
  • 10 couples on the waiting list
  • 30,000 yuan for the first child
  • 50,000 yuan for the second child
  • 80,000 yuan for the third child
  • 10 publicly funded, privately operated childcare centers
  • 29 sites are currently in the planning and design phase

Companies mentioned:瑪莎拉蒂、法拉利、麥仕佳食品有限公司、帝寶工業股份有限公司、中華郵政股份有限公司、華宿文旅、沐晞食品有限公司、純白色影像概念館、幸福画映、成美文化園

TWICE faces another wave of departures! After Jeongyeon, Chaeyoung also confirms solo activities; fans are most concerned about Tzuyu’s plans

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A partnership lasting 14 years

Companies mentioned:TWICE、JYP娛樂、VARO娛樂、LIL FANTASY

Chen Hsing-yu says nothing about her divorce, instead leaving a 1-star review; Cheap praises her: “No wonder she was the tough one who once said, ‘Who hasn’t taken my dad’s money?’”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Indifferent toward her 3 sons
  • A 431-character takedown of Chao Chien-ming
  • Then, at age 50

Companies mentioned:趙建銘兆福脊椎骨科診所、Cheap

Does your child have the flu? Doctor warns of “4 major symptoms”: Parents should take them seriously and seek medical care early

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A cumulative 72 cases of severe flu complications among people aged 19 to 64
  • Including 5 deaths
  • About 27.9% of all severe cases
  • Seek medical care within 48 hours of symptom onset
  • Procurement completed for 7.05 million doses of flu vaccine
  • 70 new severe cases last week

Companies mentioned:兒童感染症醫學會、疾管署、風傳媒

Ukraine’s air defenses in crisis! Zelensky appeals to the U.S. for 5% of its Patriot missile stockpile to help Kyiv get through winter

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Ukraine needs to obtain 5% of the U.S. stockpile of Patriot air defense interceptor missiles
  • If it could obtain 10%, it could intercept and destroy all of Russia’s ballistic missiles
  • Russian forces launched 28 ballistic missiles at Ukraine
  • The number of interceptor missiles Ukraine has this year is “only 40% of what it had in 2025”
  • I still have 1%

Companies mentioned:Volodymyr Zelenskyy、Patriot、法新社、美聯社、CNN

Indigenous traditional festival leave increased to 3 days; Taichung City Labor Affairs Bureau reminds employers to provide leave and pay as required by law

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The number of days off for Indigenous traditional festivals will increase from 1 day to 3 days starting in year 114
  • The paid leave for Indigenous peoples’ traditional ceremonies will increase from 1 day to 3 days starting in 114.
  • Original115年度原住民族委員會已於115年7月9日公告各族歲時祭儀放假日期
  • Call the Labor Consultation Hotline at 04-22289111, extension 35200.

Companies mentioned:台中市政府勞工局、原住民族委員會

Original「職男人生4」台中登場 文化幣5折邀青年笑進劇場

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Cumulative box-office attendance nationwide has surpassed 400,000.
  • Young people can use 1,200 Youth Culture Points to buy performing arts tickets.
  • Original青年席位5折優惠

Companies mentioned:面白大丈夫、OPENTIX

Taichung Hot Pot and Barbecue Festival boosts the “Hot Pot and Barbecue Capital” brand, with food and beverage sales up nearly 30 billion yuan in 3 years.

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • More than 600 hot pot and barbecue restaurants joined the event.

Companies mentioned:迪士尼公司、阿聯酋開發商Miral、美國思科系統公司(Cisco)、塔塔諮詢服務公司(TCS)

國巨 shares hit limit-up again after being cut in half! Experts reveal the resistance zone as new trading restrictions take effect: “Retail investors, don’t chase a stock just because it hits limit-up.”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The price briefly fell as low as 456 yuan.
  • Could 國巨 rebound to 700 or 800 yuan?
  • Some stocks will be matched once every 2 minutes.
  • There can be about 135 matches a day at most.

Companies mentioned:國巨、阿斯匹靈、主動式ETF

Back up your data before 10/20! Gemini reportedly ending 1 popular feature; here’s how to export your cloud data with one click.

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Google plans to stop supporting the Gem feature on Oct. 20.

Companies mentioned:Google、Gemini、Testing Catalog

Bringing the classroom into the fields: Yuanli Farmers’ Association’s painted-rice-field planting experience takes root in food and agriculture education.

Published ・ Source Taiwan | 風傳媒

The Yuanli Township Farmers’ Association in Miaoli County held a colorful rice paddy planting activity as part of food and agriculture education and a prelude to the 2027 Taiwan Lantern Festival. Participation sold out on the day, attracting local attention.

Opening pitch for anti-drug awareness! 林智鴻 teams up with 台鋼雄鷹 to turn baseball passion into an anti-drug force.

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • This year’s submissions topped 4,599 in a single leap.

Companies mentioned:台鋼雄鷹、高雄市社福慈善總會

Don’t eat underage crabs! Kaohsiung City Marine Bureau promotes the “three don’ts” for crabs: don’t catch, sell or buy them, to protect crab resources.

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Egg-bearing female crabs are protected from fishing each year from Aug. 1 to Dec. 31.
  • Red frog crabs with carapaces shorter than 6 cm.
  • Crucifix crabs with carapaces narrower than 7 cm.
  • Rusty-spotted crabs, red-spotted swimming crabs and blue swimming crabs with carapaces narrower than 9 cm.
  • Violators face fines of at least NT$30,000.

Companies mentioned:高雄市海洋局、農業部漁業署

Taiwan | 鉅亨網(32)

Consumer products fall short of expectations; 元太 cuts full-year revenue growth target to 10-15%.

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Full-year revenue growth forecast cut from 20-25% to 10-15%.
  • IoT and ESL are still expected to grow 20% to 25% for the full year.
  • Large-format products of 32 inches and above were initially expected to see faster order growth.
  • Instead, demand for retail applications from 8-inch to 15-inch products has strengthened noticeably.
  • About 90% of the company’s signs still use paper.

Companies mentioned:元太、歐洲最大的零售媒體公司

Original〈東元法說〉東南亞資料中心訂單占整體接單3成 下半年四大事業業績同步升溫

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original東南亞資料中心訂單占整體資料中心接單達3成
  • 東元’s second-quarter revenue was 16.6 billion yuan.
  • Up 16.6% quarter over quarter.
  • Up 6.4% year over year.
  • Gross margin was 25.1%.
  • Up 1.6 percentage points quarter over quarter.
  • Operating margin was 10.5%.
  • Up 2.2 percentage points quarter over quarter.
  • Up 1 percentage point year-on-year
  • After-tax net profit was 2.711 billion yuan.
  • Up 1.19 times quarter over quarter.
  • Up 71.5% year over year.
  • Earnings per share were 1.12 yuan.
  • 東元’s revenue for the first half was 30.835 billion yuan.
  • Up 5.5% year on year
  • Gross margin was 24.4%.

Companies mentioned:東元、鴻海

樺漢 earns 7.15 yuan per share in Q2, its second-highest quarterly result; first-half EPS reaches 12.31 yuan.

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Earnings per share: 7.15 yuan.
  • Earnings per share: 12.31 yuan.
  • Original在手訂單金額超過 2,500 億元
  • Original第二季營收 483.79 億元
  • Original上半年營收 854.91 億元
  • Gross margin: 19.32%.
  • Operating margin: 5.55%.

Companies mentioned:樺漢、NeraTel

21 unclaimed estates worth 73.85 million yuan transferred to the national treasury in the first half! 900 million yuan confiscated over 5 years, with “that year” topping 450 million.

Published ・ Source Taiwan | 鉅亨網

The National Treasury Administration of the Ministry of Finance announced that, as of the end of June 115, cash from 21 unclaimed estates totaling 73.85 million yuan had been transferred to the national treasury. The cumulative total over the past 5 years exceeded 900 million yuan, with 458 million yuan in 112 marking the highest annual amount. This reflects the scale of estates with no heirs and the importance of the government’s fiscal management mechanisms.

寶成 reports first-half after-tax net profit of 6.983 billion yuan, or 2.37 yuan per share.

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • First-half after-tax net profit: 6.983 billion yuan.
  • Earnings per share: 2.37 yuan.
  • Revenue from January to June 2026: 126.09 billion yuan.
  • Gross margin: 21.09.
  • Direct and indirect holdings: 18.09%.
  • Investment income related to 南山人壽: 5.443 billion yuan.
  • Consolidated net non-operating income was 6.564 billion yuan.

Companies mentioned:寶成、南山人壽

中環 returns to profit in Q2, with first-half EPS of 0.99 yuan; second-half momentum continues to bode well for full-year earnings.

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Earnings per share: 0.99 yuan.
  • 中環’s second-quarter revenue was 1.88 billion yuan.
  • Down 9.41% quarter over quarter.
  • Up 16.16% year over year.
  • Operating profit: 58 million yuan.
  • Down 54.70% quarter over quarter.
  • Up 206.79% year over year.
  • After-tax net profit: 1.522 billion yuan.
  • Earnings per share: 1.4 yuan.
  • 中環’s first-half revenue was 3.956 billion yuan.
  • Up 16.05% year over year.
  • Operating profit: 187 million yuan.
  • After-tax net profit: 1.074 billion yuan.

Companies mentioned:中環、Verbatim

AI demand drives recovery in mature-node processes; 中芯國際 second-quarter revenue tops US$3 billion.

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original第二季營收為 30.06 億美元
  • Up 20% from the first quarter.
  • A sharp increase of 36.1% from the same period last year.
  • Original第二季毛利為 7.61 億美元
  • Gross margin rose to 25.3% from 20.1% in the previous quarter.
  • Original該季淨利達 7.33 億美元
  • Up nearly 4 times from the same period last year.
  • Original經營利潤則為 5.34 億美元
  • The year-over-year growth rate reached 254.5%.
  • Original「其他收入淨額」大幅增至 2.76 億美元
  • Original帶來了約 2.57 億美元的收益
  • Original共銷售 286.9 萬片晶圓
  • Up 14.4% quarter over quarter.
  • Capacity utilization rose further, from 93.1% in the first quarter to 93.7%

Companies mentioned:中芯國際

Taiwan smartphone prices fell an average of 20% in Q2; OPPO Find X9s plunged below NT$10,000 to take the top spot

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The average quarterly and total price declines for models on this quarter’s list both settled squarely in the reasonable range of around 20%
  • OPPO Find X9s(12GB/256GB)had the steepest decline. Its official recommended price was NT$32,990, but by the end of June, street prices had quickly adjusted to NT$22,990, a single-quarter drop of NT$10,000
  • Topped the Q2 price-cut rankings with a quarterly decline of 30%
  • motorola edge 70 Fusion(8GB/256GB)and OPPO Reno16 F(8GB/128GB)tied for the Q2 titles in both quarterly and total price declines, with a remarkable drop of 37%
  • OPPO Reno16 F(8GB/128GB)fell from NT$18,990 to a low of NT$11,990, with the largest single-quarter reduction of NT$7,000
  • Google Pixel 10 Pro Fold(16GB/512GB)has seen cumulative price cuts of as much as NT$14,000 since its launch
  • Google Pixel 10 Pro XL(16GB/1TB)has also seen steep price cuts, with cumulative reductions reaching NT$12,000
  • vivo’s latest model, X300 FE(12GB/256GB), has performed strongly, with price cuts totaling NT$6,500 in the quarter, less than a month after going on sale

Companies mentioned:OPPO、motorola、Google、vivo

Cathay 00878 and 00881’s annualized distribution yields top 12% and 16%; fund managers see Q3 volatility as a buying opportunity

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Expected distribution of NT$1.01 per unit
  • Estimated annualized distribution yield surges to 11.96%
  • Distribution of NT$4.6 per unit
  • Estimated annualized distribution yield reaches 16.73%

Companies mentioned:國泰投信、國泰永續高股息、國泰台灣科技龍頭、台積電、聯發科、鴻海

Capital spending by cloud giants surges; 川湖 sees strong orders from U.S. CSPs and brings forward factory expansion plans

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Gross margin surged to 87.4%
  • First-half EPS reached NT$110.96
  • Total investment of around NT$10 billion
  • Capital expenditure soared 91% year over year
  • More than 3,600 patents
  • An engineering team of more than 500 people
  • Supply share is expected to remain above 90%
  • Building a 220,000-square-meter factory

Companies mentioned:川湖、美系雲端服務供應商、美國四大雲端服務供應商

The second phase of the counteroffensive is fully underway; 世芯、台達電、國巨⊕、大立光、華新科⊕, please follow suit

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Surged 503 points
  • Closed at 46,021 points
  • Trading value rose to around NT$1.05 trillion
  • Rose further to more than NT$1.2 trillion
  • Challenges the previous high of 48,218 points
  • The benchmark index has climbed back above 46K

Companies mentioned:世芯、大立光、台達電、國巨、華新科、創意、緯創、華碩、技嘉、華擎、永擎、金像電、聯茂、華星光、聯鈞、奇鋐、高力、宏致、南亞科、萬潤

〈廣達 earnings call〉Capacity this year will double from 2025; AI server visibility extends through 2028

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • First-half net income after tax was NT$49.844 billion
  • EPS was NT$12.92
  • AI servers accounted for 75% to 80% of total server revenue
  • AI servers are expected to account for 80% of full-year server revenue
  • Original7月斥資197億元收購友達(2409-TW)桃園龜山華亞廠房
  • Injected US$973 million in capital into its U.S. subsidiary
  • About NT$31.825 billion
  • Capital expenditure in the second quarter was NT$13.6 billion
  • Capital expenditure totaled NT$21.8 billion in the first half
  • Will raise this year’s capital expenditure from NT$30 billion
  • To NT$40 billion
  • Second-quarter revenue was NT$1.04 trillion
  • Up 28.1% quarter on quarter
  • Up 1.06 times year over year

Companies mentioned:廣達、NeoCloud、友達

〈玉山金 earnings call〉The market has already tightened on its own! Chen Mao-chin: Taiwan’s central bank has no urgency to raise rates this year; concerns grow that U.S. Treasuries are entering a bear market

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Taiwan’s economic growth rate reached 13% in the first half of this year
  • Original台灣今年 1 至 7 月外資匯出金額超過新台幣 1.6 兆元
  • Money market interest rates have risen by 30 basis points on their own

Companies mentioned:玉山金控、聯準會、Fed

Original長鑫科技市值超越騰訊 躍升中國市值最高上市公司

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Total market capitalization reached 3.54 trillion yuan
  • Surpassing 騰訊控股’s 3.44 trillion yuan
  • About 4 trillion Hong Kong dollars
  • Issued at 8.66 yuan per share
  • Opened at 49.5 yuan
  • A gain of as much as 471.59%
  • Market capitalization briefly topped 3.31 trillion yuan
  • Hit an intraday high of 55 yuan
  • Total market capitalization approached 3.7 trillion yuan
  • Fell 1.2% in a single day
  • To 52.88 yuan
  • Tumbled 4.46%
  • Holds about 1.5924 billion shares

Companies mentioned:長鑫科技、騰訊控股

〈October electricity rates frozen〉Ahead of the September electricity rate review meeting, the General Chamber of Commerce urges a freeze on household power rates, with highly profitable tech companies to bear the cost

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • This year, sales of many high-tech products accounted for nearly 80% of Taiwan’s exports
  • The government previously allocated nearly one hundred billion yuan in subsidies to 台電

Companies mentioned:全國商業總會、台電

奇偶’s first-half EPS rose to NT$7.8 on contributions from non-operating income; capital reduction share-exchange record date set for September 18

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Earnings per share after tax reached NT$7.8
  • First-half net income after tax reached NT$623 million
  • First-half consolidated revenue was NT$561 million
  • Up 10.8% year over year
  • Gross profit was NT$273 million
  • Gross margin was 49%
  • Operating margin was 3%
  • Operating profit was NT$16.49 million
  • Total non-operating income and expenses reached NT$640 million
  • Net margin reached 111%
  • Second-quarter consolidated revenue was NT$280 million
  • Up 13.6% from the same period last year
  • Gross profit was NT$134 million
  • Gross margin was 48%
  • Operating profit was NT$6.25 million
  • Non-operating income and expenses contributed NT$452 million

Companies mentioned:奇偶、安控廠奇偶

Taiwan stocks after the close|Cooling U.S. CPI lifted semiconductor and passive component stocks; Taiwan stocks rose 503 points to close at 46,021 points. See the “Strong Momentum Rankings” for stock picks: 力積電、南亞科、信昌電

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Rose 503.41 points
  • Closed at 46,021.48 points
  • Original成交金額 1 兆 0,933.28 億元
  • Original全市場合計淨買超 852.72 億元
  • Original外資買超 627.85 億元
  • Original投信買超 69.93 億元
  • Original自營商買超 154.95 億元
  • Up 4.10 points
  • Closed at 406.12 points
  • Trading value 2

Companies mentioned:國巨、信昌電、華新科、日電貿、禾伸堂、台勝科、環球晶、中美晶、南亞科、華邦電、群聯、巨大、美利達、達方、華新、華電、大亞

【High-Volume, Strong-Rising Stocks】MSCI raises weighting; how to seize the next wave of big profits?

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The weighted index opened higher and advanced today, closing up 503.41 points at 46021.48
  • Original成交量 10498.01 億
  • Original外資買超 756.94 億元
  • Original投信買超 96 萬元
  • Original自營商買超 150.60 億元
  • Original三大法人合計買超 907.56 億元
  • Original外資連買四日共買超 1607.56 億元
  • Original投信連買四日共買超 91.73 億元
  • Original自營商連買四日共買超 446.88 億元

Companies mentioned:MSCI、麗台、研華、聯發科、台積電、鴻海、國巨、台勝科、環球晶、富鼎、南亞科、華邦電、群聯、台燿、南電、景碩、Sony、美超微、CoreWeave、Nebius、Lumentum、挪威主權基金、宏致

AI penetrates the semiconductor core! Samsung and SK海力士 accelerate adoption, even changing engineers' KPIs

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Internal assessments show work efficiency has improved by about 15 times
  • The design cycle for some modules has been shortened by 50%
  • A self-sufficient semiconductor manufacturing plant is to be built by 2030

Companies mentioned:三星電子、SK海力士、Anthropic、Claude、Gemini、ChatGPT

〈Taiwan dollar〉Fed rate-hike odds decline; currency gains 7.8 fen to close at NT$32.168

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Closed at NT$32.168
  • Gained 7.8 fen
  • Trading value expanded from the previous day to US$1.722 billion
  • U.S. CPI annual inflation rate fell to 3.4% in July
  • Core CPI fell to 2.5%
  • Oil prices approach US$90

Companies mentioned:國泰證期、群益投顧

Original〈仁寶法說〉上半年獲利51億EPS 1.18元 Q3伺服器動能延續、全年營收比重達1成

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • First-half net income after tax was NT$5.1 billion
  • Earnings per share were NT$1.18
  • The server revenue share is expected to reach 10% for the full year
  • AI servers account for 70% of total server revenue
  • The server revenue share is expected to reach 10% for the full year and 30 to 40% next year
  • Non-PC businesses currently account for about 34%
  • The target is to reach 40% by year-end
  • Capital expenditure for the full year is expected to be about NT$18 billion
  • First-half capital expenditure was about NT$9 billion
  • Original有60至70億元用於伺服器相關業務
  • Second-quarter revenue was NT$238.295 billion
  • Up 18.38% quarter over quarter
  • Up 32.06% year over year
  • Gross margin was 4.62%
  • Down 0.64 percentage points quarter over quarter

Companies mentioned:仁寶、NeoCloud

Volume surged past the quarterly moving average, but the biggest selling pressure in a month emerged! The warning line for electronics stocks has been reached; the ultimate strategy for third-quarter trading

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Taiwan's weighted index rose 503 points today
  • Closed at 46021 points
  • Trading value expanded again to more than NT$1 trillion
  • 台積電 (2330-TW) rose NT$20
  • Closed at NT$2,435

Companies mentioned:台積電、創意、奇鋐、長廣

Cathay Financial earned NT$87.3 billion in the first 7 months; impact on retained earnings reached a record NT$187 billion

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Cumulative net income after tax reached NT$87.34 billion
  • The cumulative impact on retained earnings for the first 7 months reached NT$187 billion
  • Cumulative earnings per share after tax were NT$5.68
  • The cumulative impact on retained earnings for the first 7 months has exceeded NT$140 billion
  • In July, first-year premiums (First Year Premium) and first-year premium equivalents (First Year Premium Equivalent) were NT$31 billion and NT$6 billion, respectively
  • The cumulative balance exceeded NT$135 billion as of the end of July
  • Net worth remained above NT$920 billion in July
  • Cumulative net income after tax was NT$31.3 billion
  • Up 13% year over year
  • The overdue loan ratio was 0.14% as of the end of July
  • The allowance coverage ratio was 1147%

Companies mentioned:國泰金控、國泰世華銀行、國泰產險、國泰證券、國泰投信、國泰人壽

Original川普資本利得稅改計畫 馬斯克或成最大贏家 潛在節稅額可達數十億美元

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The cumulative inflation rate has reached about 1.77 times
  • Original約 7 億股特斯拉股票
  • About 19.9% ownership
  • Original信託持有的核心股份(約 4.13 億股)
  • Extremely low cost basis (about US$1 per share after adjusting for splits)
  • Original近期行權的選擇權股份(約 2.86 億股)
  • Their cost basis is close to the market price at exercise (more than US$400 per share)
  • 特斯拉's current share price is about US$325
  • Original美國國債增加 1,700 億至 9,500 億美元

Companies mentioned:川普、馬斯克、特斯拉、247wallst、聯邦預算委員會

揚博科技 posts Q2 profit of NT$179 million, reaching a historic high; first-half EPS hits NT$2.67

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Quarterly net income after tax was NT$179 million
  • Earnings per share were NT$2.67
  • Revenue in the second quarter of 2026 was NT$1.077 billion
  • Gross margin was 28.65%
  • Revenue in the first half of 2026 was NT$2.014 billion
  • Gross margin was 28.9%
  • First-half 2026 net income after tax was NT$338 million

Companies mentioned:揚博科技

長榮航 first-half EPS was NT$2.24; strong passenger and cargo demand extends into Q3

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • EPS was NT$2.24
  • Quarterly consolidated revenue was NT$67.77 billion
  • Up 22.5% year over year
  • Net income after tax was NT$3.848 billion
  • Down about 42% year over year
  • Earnings per share (EPS) were NT$0.71
  • Cumulative first-half net income after tax was NT$12.116 billion
  • Second-quarter passenger revenue reached NT$40.798 billion
  • Up 15.9% year over year
  • First-half passenger revenue was NT$81.095 billion
  • Up 13.3% year over year
  • The load factor across all routes reached 84%
  • Passenger numbers increased 9.9%
  • Passenger unit revenue increased 3%
  • Second-quarter cargo revenue was NT$19.057 billion
  • Up 41.1% year over year

Companies mentioned:長榮航

〈玉山金 earnings call〉三商壽 to be merged in September! Huang Nan-chou says “Back to Health”; NT$22 billion capital injection this year and next

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original今、明合計注資 220 億元
  • Original金額為新台幣 160 億元
  • Original明年規劃再注資 60 億元
  • Original三商美邦人壽淨值已達 1,200 億元
  • Net worth ratio rises to 8.8%
  • Original委託外部專業機構(含投信)管理的「分離帳戶」資產規模已達 2925 億元
  • Original將小額資金(20 億元以內)委託玉山投信代操

Companies mentioned:玉山金控、三商美邦人壽、中華信評、南山人壽、玉山投信、玉山銀行

Hong Kong stocks after the close: Hang Seng Index dips 0.17% amid volatility; Lenovo surges 20% to a record high on strong earnings

Published ・ Source Taiwan | 鉅亨網

While the Hang Seng Index edged lower in the Hong Kong market, Lenovo Group reported strong results, sending its share price up 20% or more to a record high. Its AI server order backlog is also substantial, and the results of its hybrid AI strategy are becoming evident.

Facts

  • Hang Seng Index edges down 0.17%
  • Shares soar 20.18% at the close
  • Original市值突破 4300 億港元
  • Adjusted net profit rises 176% year over year
  • Original第一財季經調整淨利潤...至 10.75 億美元
  • OriginalAI 服務器在手訂單儲備達 540 億美元
  • 騰訊控股 comes under pressure after earnings, closing down 4.46%
  • 劍橋科技 closes up 6.61%
  • 靈寶黃金 falls more than 9%
  • 世茂集團 falls more than 8%
  • U.S. CPI rises 3.4% year over year in July

Companies mentioned:聯想集團、騰訊控股、阿里巴巴、小米、美團、劍橋科技、靈寶黃金、世茂集團、中金公司

Mainland Chinese stocks after the close: Markets disappointed as central bank gives no rate-cut signal; 3 major indexes open higher then retreat

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 上證指數 (SSEC) briefly climbs back above 3,950 points
  • 創業板指 briefly rises 2%
  • Shanghai Composite closes down 0.5% at 3,926.96 points today
  • Shenzhen Component Index (SZI) closes up 0.87% at 14,289.44 points
  • 創業板指 closes down 0.45% at 3,586.04 points

Companies mentioned:中國央行、上證指數、創業板指、曉程科技、招金黃金、湖南白銀、傳智教育、中交發展、京能置業、新城控股、福星股份、榮盛發展、大名城、博濟醫藥、隴神戎發、南模生物、譽衡藥業、亞泰集團、萬邦醫藥、大唐發電、京能電力、皇氏集團、一鳴食品、共進股份、Wind、大智慧VIP、中信建投、興業證券、中原證券、財信證券

Is being an influencer better than building a big short position? 貝瑞 gets squeezed on bearish AI bet, while newsletter becomes a cash cow worth hundreds of millions

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Subscribers have reached 300,044
  • Followers number 346,680
  • Theoretical annual revenue is as high as US$113.7 million
  • Monthly fee is US$39
  • Annual fee is US$379
  • Built a position in Paypal (PYPL-US) at about US$49
  • Position accounts for 3.5%
  • Continued adding to the position when the share price was about US$45
  • Position accounts for more than 6%
  • Shorted 輝達 directly at US$198.09
  • 標普500 ETF (SPY-US) rises 22% year to date
  • That

Companies mentioned:貝瑞、Substack、Cassandra Unchained、Paypal、Fiserv、Adobe、Autodesk、Veeva Systems、Lululemon、阿里巴巴、京東集團、輝達、應用材料、特斯拉、卡特彼勒、美光科技、標普500 ETF、那斯達克100 ETF

U.S. inflation cools in July, failing to lift cryptocurrencies; 比特幣 fluctuates near US$63,500

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Weekly decline approaches 2%
  • Overall CPI rises 0.1% in July from the previous month
  • Annual rate rises 3.4%
  • 3.5% in June
  • Core CPI's annual rate also slows to 2.5%
  • Odds of a September rate hike stood at 46% before the data release
  • Falling to about 38%
  • Odds that the Fed will keep rates unchanged in September rise from 54%
  • Climbing to 62%
  • 以太幣 (ETH) fluctuates slightly near US$1,880
  • 瑞波幣 (XRP) falls more than 1% to US$1
  • Doug

Companies mentioned:比特幣、美國勞工統計局、聯準會、Fed、芝商所、CME、CF Benchmarks、Gabe Selby、Strategy、MSTR-US、以太幣、ETH、瑞波幣、XRP、道格幣、Dogecoin、傑克遜霍爾、Jackson Hole

Original〈玉山金法說〉黃男州曝股利政策二大原則 海外獲利占比拚3成以上

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original累計前 7 月稅後純益達 244.4 億元
  • Original資產規模穩步邁向 5 兆元大關
  • Original玉山金控股本在 9 月 1 日合併後將達 1,772 億元
  • EPS reached 1.32 yuan in the first half of this year
  • Full-year figure expected to exceed last year's 2.12 yuan
  • Maintains a cash dividend yield of more than 4%
  • Original玉山金控公布 2026 年上半年自結淨收益 538.4 億元
  • Original稅後純益達 214.3 億元
  • Up 27.8% year over year.
  • Earnings per share (EPS) of 1.32 yuan
  • Return on equity (ROE) of 15.46%
  • Asset report

Companies mentioned:玉山金控、三商壽、玉山銀行、玉山證券、玉山創投、玉山投信

Taiwan | 臺灣證券交易所(9)

【EirGenix】The company's consolidated financial statements for the second quarter of 115 were approved by the board

Published ・ Source Taiwan | 臺灣證券交易所

EirGenix reported its financial results for the second quarter of 115, with cumulative revenue of 620 million yuan in the first half, an after-tax net loss of 336 million yuan, and a loss per share of 1.12 yuan.

【EirGenix】The company's board resolves to cancel treasury shares and set the capital reduction record date

Published ・ Source Taiwan | 臺灣證券交易所

EirGenix resolved to cancel treasury shares and reduce capital. The capital reduction amount is 50 million yuan, the reduction ratio is 1.63%, and the record date is August 13, 115.

【晉弘】Announcement: The company's board has approved the consolidated financial statements for the second quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Operating revenue from Jan. 1 through the end of the current period (thousand dollars): 308,894
  • Gross profit (loss) from Jan. 1 through the end of the current period (thousand dollars): 115,072
  • Operating income (loss) from Jan. 1 through the end of the current period (thousand dollars): (28,905)
  • Pre-tax net income (loss) from Jan. 1 through the end of the current period (thousand dollars): (24,614)
  • Net income (loss) for the current period from Jan. 1 through the end of the current period (thousand dollars): (21,598)
  • Net income (loss) attributable to owners of the parent from Jan. 1 through the end of the current period (thousand dollars): (21,598)
  • Basic earnings (loss) per share from Jan. 1 through the end of the current period (yuan): (0.54)
  • Total assets at period-end (thousand dollars): 1,654,251

Companies mentioned:晉弘

【台康生技】The company's board resolves to recover and cancel restricted employee shares that did not meet vesting conditions and adjust its capital

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Capital reduction amount: 80,050 yuan
  • Shares canceled: 8,005 shares
  • Capital reduction ratio: 0.003%
  • Share capital after reduction: 307,068,169 shares
  • Expected number of listed common shares after the new shares from the capital reduction are listed: 252,068,169 shares

Companies mentioned:台康生技

【千興】Announcement: The company's board resolves to issue common shares through a cash capital increase

Published ・ Source Taiwan | 臺灣證券交易所

千興 resolved to raise 400 million yuan through a cash capital increase, mainly to repay bank loans, and plans to issue 40 million shares.

Companies mentioned:千興

【松川精密】Announcement pursuant to Paragraph 1, Subparagraph 4 of Article 25 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.

Published ・ Source Taiwan | 臺灣證券交易所

松川精密 announced an additional 430 million yuan in endorsement guarantees for its subsidiary 松川(廈門)精密電子, mainly to support the renewal of bank credit facilities.

Companies mentioned:松川精密、松川(廈門)精密電子有限公司

【大銀微系統】Announcement: The company's consolidated financial statements for the second quarter of 115 were approved by the board

Published ・ Source Taiwan | 臺灣證券交易所

Summary not yet available

Facts

  • Revenue accumulated from Jan. 1 through the current period
  • Gross profit accumulated from Jan. 1 through the current period
  • Operating profit accumulated from Jan. 1 through the current period
  • Pre-tax net profit accumulated from Jan. 1 through the current period
  • Net profit for the current period accumulated from Jan. 1 through the current period
  • Net profit attributable to owners of the parent accumulated from Jan. 1 through the current period
  • Basic earnings per share accumulated from Jan. 1 through the current period
  • Total assets at period-end
  • Total liabilities at period end
  • Equity attributable to owners of the parent at period-end

Companies mentioned:大銀微系統

【聯德】Announcement: Changes to the company's finance chief and accounting chief

Published ・ Source Taiwan | 臺灣證券交易所

聯德 Electronics announced a change in finance and accounting chief 陳靜純, effective Aug. 12, 115, with a successor pending board confirmation.

Companies mentioned:聯德

【宏致】 announced that its domestic third unsecured convertible corporate bond (abbreviated as 宏致 Third, code: 36053) met the criteria for disclosure of trading information requiring investor attention on the over-the-counter market, and is therefore publishing related information to help investors make an informed assessment.

Published ・ Source Taiwan | 臺灣證券交易所

宏致 Electronics announced financial data after a convertible bond under its umbrella met the trading alert threshold. As of Aug. 12, 115, the outstanding unconverted balance was NT$89.8 million, and the conversion price was NT$49.7.

Companies mentioned:宏致

Taiwan | 環球生技月刊(2)

Former 南京傳奇 CEO 黃穎 joins Singapore-based K2 therapeutics, hoping to recreate Legend with a new “hub-and-spoke” business model - Global Biotech Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • US$50 million

Companies mentioned:南京传奇生物、LegendBiotech、K2Therapeutics、MPMBioImpact

美力齡's new oral Alzheimer's drug to begin global, multi-country, multicenter Phase Two enrollment in September - Global Biotech Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • Linked to a total of 20 clinical trial centers
  • Plans to recruit approximately 210 participants with early-stage Alzheimer's disease

Companies mentioned:美力齡生醫

Other formats:JSONMarkdownRSS