2026-08-12 institutional trading: (Net buying) 康霈＊ 1,469 lots, 合一 260 lots, 旭富 258 lots; (Net selling) 健喬 458 lots, 東洋 383 lots, 高端疫苗 371 lots - Global Bio & Investment Monthly
Summary not yet available
Companies mentioned：康霈、合一、旭富、健喬、東洋、高端疫苗
2026-08-14 09:00–12:00 JST
531 received, 530 listed, 9 sources ・ Page 6 of 6
One place for news and notices from 2 countries/regions: Japan, 357 items from 2 sources; Taiwan, 173 items from 7 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 環球生技月刊 (continued)（20）
08/12 Biotech Stock Moves - Global Bio & Investment Monthly
Summary not yet available
Facts
- Up to 707,616 shares
- Price range: 12–24 yuan
- Accumulated losses reach 1/2 of paid-in capital
Companies mentioned：安美得、諾亞克、施吉生技、因華、浩鼎
臺大醫院 signs MOU with 拜耳 to advance smart CT medication delivery and data integration - Global Bio & Investment Monthly
Summary not yet available
Companies mentioned：臺大醫院、台灣拜耳股份有限公司、拜耳
諾亞克 faces operating pressure in H1 as 4 new AI products roll out in the second half - Global Bio & Investment Monthly
Summary not yet available
Facts
- 2026 H1 financial report
- 諾亞克(7724)
Companies mentioned：諾亞克
藥華藥 H1 revenue hits a record 11.98 billion yuan; operating profit reaches 5.24 billion yuan and EPS 11.35 yuan - Global Bio & Investment Monthly
Summary not yet available
Facts
- Q2 revenue: 6.86 billion yuan
- Quarter-on-quarter growth of 33.86%
- Year-on-year growth of 90.30%
- Operating profit: 3.16 billion yuan
- Year-on-year growth of 188.01%
- Net profit: 2.53 billion yuan
- Year-on-year growth of 203.99%
- Basic earnings per share (EPS): 6.13 yuan
- Q2 gross margin: 94.23%
- Operating margin: 46.03%
- Operating expenses: 3.3 billion yuan
- Year-on-year growth of 60.68%
- Operating expense ratio, compared with 57.09% in the same period last year
Companies mentioned：藥華藥
Longevity economy takes center stage at the Senior Health Industry Expo; a Longevity Finance Pavilion will be added next year - Global Bio & Investment Monthly
Summary not yet available
Facts
- A total of 1,380 booths were set up
- 15% larger than last year
- Labor force participation among people aged 65 and over is only about 10.2%
- People in Taiwan spend an average of about 8 years in poor health
Companies mentioned：生策會
First-half CAR-T sales top $3 billion! 禮來/南京傳奇 maintain their lead, while autoimmune and in vivo CAR-T therapies emerge as the next competitive focus - Global Bio & Investment Monthly
Summary not yet available
Companies mentioned：禮來、南京傳奇、嬌生(Johnson&Johnson)、傳奇生物(LegendBiotech)、必治妥施貴寶(BMS)
Korea's MFDS launches plan to develop a “Drug AI Review System,” investing 22.3 billion won over three years to improve drug review efficiency - Global Bio & Investment Monthly
Summary not yet available
Companies mentioned：韓國食品藥物安全處、Ministry of Food and Drug Safety、MFDS
How is Australia building a competitive clinical trial environment? Institutional design Taiwan can learn from - Global Bio & Investment Monthly
Summary not yet available
Companies mentioned：視航生醫、仁新醫藥、思捷優達、智擎、健亞、國邑、竟天、ARCSAustralia
PwC survey: CEOs worldwide worry about AI and economic upheaval; Taiwan’s biomed sector is most concerned about a talent shortage - Global Bio & Investment Monthly
Summary not yet available
Facts
- 2026 Global and Taiwan Business Leaders Survey Report
Companies mentioned：PwC、資誠、PwCTaiwan
AI and digital health on the rise! PwC lays out 4 strategies to navigate a new era of biomedical transformation - Global Bio & Investment Monthly
Summary not yet available
Facts
- First half of 2026
- 4,030 people
Companies mentioned：PwC、PwCTaiwan
Taiwan | 鉅亨網（16）
Taiwan Pelican Air freight profits rise; H1 EPS at 3.84 yuan; no interim dividend planned
台驊控股 reported first-half after-tax net profit of 526 million yuan, down 15.4% year on year, but air freight forwarding revenue and gross margin rose sharply, reflecting strong demand for air freight from AI server and semiconductor shipments.
Companies mentioned：台驊控股
Taking aim at 台積電 and SK海力士! Samsung Electronics says it has recruited 2 AI experts to bolster semiconductor R&D capabilities
Samsung Electronics has hired 2 experts in AI and data engineering to step up the integration of AI into semiconductor development. The move is a strategic step to respond to intensifying competition with SK Hynix and TSMC.
Companies mentioned：台積電、SK海力士
Taiwan stocks open: With 台積電 losing steam, 聯發科 and 鴻海 step up; index jumps more than 300 points to 46,402
Taiwan stocks opened up more than 300 points despite a decline in TSMC, powered by strong performances from heavyweight electronics stocks such as MediaTek and Foxconn, and reached a high of 46,402.6 points. Server and AI PC stocks, as well as high-end IC design stocks, were also active.
Companies mentioned：台積電、聯發科、鴻海、華碩、緯穎、英業達、緯創、世芯-KY、創意、智原、華邦電、旺宏、南亞科、力積電、群聯
AI borrowing wave grows: AMD raises $4.75 billion in bond sale, the largest in company history
AMD issued a record $4.75 billion in corporate bonds as AI demand surged. The funds will be used for capital investment and debt repayment, strengthening the company’s financial foundation.
Companies mentioned：AMD、Anthropic、マイクロソフト、モルガン・スタンレー、バンク・オブ・アメリカ、シティグループ、JPモルガン、バークレイズ、ウェルズ・ファーゴ
[Exclusive] The hottest theme of the third quarter! 10 stocks with the greatest breakout potential—find them here?
As AI technology advances, optical communications have become essential to resolving next-generation bottlenecks, drawing attention to 10 Taiwan-based companies in the sector. Geopolitical factors and market trends are expected to drive these companies’ EPS to double in 2026-2027.
Companies mentioned：輝達、博通、聯亞、貿聯-KY、汎銓、聯鈞、華星光、IET-KY、環宇-KY、光環、光聖、波若威
安勤 first-half net profit rises 27%, EPS at 3.95 yuan; growth momentum looks strong in the second half
Taiwanese industrial computer maker 安勤 posted a 27% increase in net profit for the first half. Growing demand in medical, semiconductor and AI edge computing fields drove growth, and full-year EPS is expected to exceed 9 yuan.
Companies mentioned：NVIDIA (NVDA-US)
Trump imposes Section 232 tariffs on drones! Rates of up to 100%; Taiwan, Europe, Japan and South Korea face a 15% rate
U.S. President Trump has imposed tariffs of up to 100% on drones and their components. The move aims to reduce dependence on China and protect national security, and is expected to hit companies such as DJI.
Companies mentioned：AeroVironment、Aevex、Unusual Machines、DJI Technologies
Is the market overstating the AI threat? JPMorgan bullish on a Salesforce rebound, sees 29% potential upside
摩根大通 said the impact of AI on Salesforce is being overestimated, forecasting 29% upside on a recovery in core operations and the commercialization of AI products. It sees platforms such as Headless 360 and Data 360 as growth drivers.
Companies mentioned：摩根大通、Salesforce
KOSPI rebounds more than 20% in ten trading days; how long can this bull market last?
South Korea’s KOSPI rebounded more than 20% from its low in 10 trading days, officially entering a technical bull market. The rally is driven by sustained AI demand and fund inflows after deleveraging, but the market is concentrated in Samsung and SK hynix, leaving volatility risks high.
Companies mentioned：KB証券、Rayliant、Global X ETF、Fibonacci Asset Management Global
Key U.S. stock market news roundup, August 14, 2026
The Trump administration has begun strictly monitoring exports of Chinese products routed through third countries. Semiconductor companies such as Applied Materials and SanDisk reported strong earnings, but market reactions were divided amid excessive expectations. OpenAI is also seeing a wave of departures ahead of a potential IPO.
Companies mentioned：Applied Materials、SanDisk、OpenAI、Wiz、Alphabet、Google
Earnings: Applied Materials’ strong results fail to meet even higher investor expectations; shares fall 5% after hours
Applied Materials reported Q3 financial results that beat expectations, but the market reaction was cool and its stock fell 5%. Growth is accelerating amid rising AI demand, while investor expectations are mounting.
Companies mentioned：SK海力士、美光科技、科林研発、科磊
Revenue flash: July revenue roundup for major Taiwan-listed companies, August 14, 2026 (5 companies added)
On August 14, 2026, 227 Taiwanese companies with capital of at least 5 billion announced their July sales. 潤隆 led with annual growth of 3,460.2%. The semiconductor and building materials industries also showed strong performance.
Companies mentioned：潤隆、台汽電、南亞科、至上、華邦電、東陽、農林、中天、聯華、國建、遠雄
Iran says it will join the BRICS New Development Bank “soon”! Experts: Deepen economic ties with BRICS countries to break through Western sanctions
Iran’s central bank governor announced that the country would “soon join” 金砖新開発銀行（NDB）. The move aims to strengthen economic ties amid U.S. and European sanctions and reduce dependence on the dollar. The process has not yet been completed.
Companies mentioned：金砖新開発銀行（NDB）
Silver Lake reportedly in talks to acquire Workday, triggering its biggest single-day gain on record as its market value surges nearly $8 billion
Reports that private equity firm Silver Lake is considering acquiring Workday sent the company’s shares soaring as much as 30%, marking the biggest single-day gain since its listing. The market is reassessing the strategic value of enterprise software.
Companies mentioned：Silver Lake、Workday、Cloudflare、MongoDB、Palantir、セールフォース、AppLovin、ServiceNow
AI capital spending remains strong, lifting 3 major infrastructure stocks: Micron, SanDisk and Super Micro
Shares of Micron, SanDisk and Super Micro rose amid increased investment in AI data centers. The gains were driven by growing demand for memory and AI servers.
Companies mentioned：Western Digital、CoreWeave、Nebius、Dell Technologies
Trump builds AI “Border Detective” to crack down on Chinese goods routed through third countries to the U.S.
The Trump administration is using an AI-powered “Border Detective” to crack down on tariff evasion involving Chinese products routed through third countries. More than 40 countries, including Mexico and Japan, have been used as transshipment networks, with suspected illicit trade totaling $75 billion annually.
Taiwan | Heho健康（2）
Who is behind infections in blood cancer patients? Doctors explain fever warning signs and mNGS testing - Heho健康
Summary not yet available
Companies mentioned：Heho健康
A new study by 長庚: “Family stress” is the strongest predictor of suicidal ideation among adolescents! Doctor urges that it be included as a key assessment factor - Heho健康
Summary not yet available
Facts
- Original2014 年的每 10 萬人 5.1 人
- 11.9 people in 2024
Companies mentioned：長庚
Taiwan | 照護線上（1）
Is our health map changing? A global study reveals the silent spread of metabolic syndrome
Summary not yet available