AI News 180m Report

2026-08-14 12:00–15:00 JST

433 received, 433 listed, 7 sources ・ Page 5 of 5

One place for news and notices from 2 countries/regions: Japan, 226 items from 2 sources; Taiwan, 207 items from 5 sources.

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

Taiwan | 風傳媒 (continued)(52)

Original趙建銘診所6000萬房貸竟由陳幸妤扛!律師揭「少做1事」:完全可預防

Published ・ Source Taiwan | 風傳媒

Chen Hsing-yu, daughter of Chen Shui-bian, said she gave her former husband, Chao Chien-ming, property for a clinic, but was left with a mortgage debt of 60 million yen. A lawyer said the issue could have been avoided with a gift subject to an obligation.

Can eating mermaid flesh in 《吉伊卡哇》 really grant immortality? The centuries-old Japanese legend of “Yaobikuni,” who lived 800 years but suffered the cruelest curse

Published ・ Source Taiwan | 風傳媒

An analysis explores the Japanese legend of Yaobikuni and the tale of immortality through mermaid flesh in the animated film “Chiikawa the Movie: The Secret of Mermaid Island,” examining the loneliness and tragedy brought by eternal life.

Companies mentioned:吉伊カワ製作委員会

Graduates get a head start in the workplace! The Labor Ministry’s Kaohsiung-Pingtung-Taitung Branch offers up to 900,000 in subsidies through its “pre-employment program,” with young people who stay on receiving another 10,000

Published ・ Source Taiwan | 風傳媒

The Kaohsiung-Pingtung Branch of the Ministry of Labor is promoting a “pre-employment plan” to strengthen job support for students. Partnerships between companies and universities provide subsidies of up to 900,000 yen to encourage young people to stay in the workforce.

Companies mentioned:大成工程股份有限公司、翊祥建築師事務所

Taoyuan’s Blue Highway launches on Aug. 15! Fixed holiday sailings at Shihmen Reservoir mean no waiting for enough passengers; two routes start at 400 yuan

Published ・ Source Taiwan | 風傳媒

The Taoyuan Department of Tourism and local operators have launched scheduled sailings on the Taoyuan Blue Highway, operating on weekends and holidays from Aug. 15. The service eliminates the need for individual travelers to wait for enough passengers before departure, making trips more convenient and boosting local tourism.

Companies mentioned:桃園市渡船遊艇商業同業公會

Taiwan | 鉅亨網(25)

Chips become the new “clickbait”! 長鑫科技’s market value hits 3.54 trillion, surpassing 騰訊 for the first time as China’s capital market shifts its valuation benchmark to hard technology

Published ・ Source Taiwan | 鉅亨網

Chinese DRAM maker ChangXin Memory Technologies has achieved a market capitalization greater than 騰訊. The milestone reflects a shift in market valuation toward hardware technology and symbolizes changes in China’s industrial structure.

Companies mentioned:騰訊、三星、SK海力士、美光、北方華創、中微、拓荊、長江儲存、中芯國際、寒武紀、豪威

Strong demand from 尖點’s customers sends first-half net profit soaring 2.61 times, with earnings per share at 3.25 yuan

Published ・ Source Taiwan | 鉅亨網

Amid rising AI demand, PCB drill-bit maker 尖点科技 posted net profit of 470 million yen in the first half of 2026, up 2.61 times year over year. It is continuing to expand capacity and strengthen its supply of high-end products.

Original寶晶能源*多管齊下 上半年毛利率飆至近5成 每股賺0.69元

Published ・ Source Taiwan | 鉅亨網

Original台灣再生能源廠寶晶能源上半年毛利率飆升至近5成,每股賺0.69元。主因光儲業務全面貢獻與綠電轉供效率提升,顯示其營運優化與技術佈局成效顯著。

Companies mentioned:寶富電力

Who will take control of 國票金? The Ministry of Finance states its position for the first time: supports stronger governance and a pay review, and will assess a merger

Published ・ Source Taiwan | 鉅亨網

Taiwan’s Ministry of Finance has spoken for the first time on the control of 國票金, supporting governance reform and a review of compensation while assessing the possibility of a merger. The move aims to boost the competitiveness of state-owned financial institutions.

Companies mentioned:國票金(2889-TW)、第一銀行

國邑*’s licensing partner increases investment in L606, with R&D expenses expected to double in the second half

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:Liquidia

〈Real Estate〉 Growth in regional household numbers emerges as an indicator of housing demand; Wuqi tops Taiwan’s household-growth hotspots

Published ・ Source Taiwan | 鉅亨網

Original2017~2026年データで、台中市梧棲區家戶數成長率57.1%で全国1位。竹北市は房價上漲1.32倍最顯著。人口流入と産業発展が住宅需要を支える。

Companies mentioned:永慶房屋

〈Stock Focus〉 Holdings in Nan Ya PCB and AI drive electronic materials profits; Nan Ya Plastics hits limit-up, leading the Three Treasures higher

Published ・ Source Taiwan | 鉅亨網

南亞 (1303-TW) has seen its business performance and share price rise on AI demand and gains from its investment in 南電 shares. Electronic materials account for 57% of sales, driving the group as a whole.

Companies mentioned:南亞科(2408-TW)、南電(8046-TW)、台塑(1301-TW)、台塑化(6506-TW)、台化(1326-TW)

Dyaco swings to profit with first-half earnings of NT$107 million; commercial products set to return revenue to growth in the second half

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:Anytime Fitness、Orangetheory Fitness、Snap Fitness

〈Stock Focus〉 Taimide’s sales-mix optimization pays off; shares hit limit-up on heavy volume to a record high of NT$274

Published ・ Source Taiwan | 鉅亨網

Taiwan FCCL maker Taiflex hit the daily upper limit after its share price reached a record NT$274, supported by an optimized sales mix. Net profit in the first half of 2026 rose 2.57 times year over year, and new product development is progressing smoothly.

Memory price hikes deepen their impact; global TV peak season disappoints, with Q3 and Q4 shipments at risk of consecutive declines

Published ・ Source Taiwan | 鉅亨網

Rising memory prices and demand brought forward ahead of the World Cup are expected to make global TV shipments in 2026 peak early and decline later. 群智諮詢 forecast consecutive shipment declines in Q3 and Q4, with second-tier brands particularly affected.

Companies mentioned:群智諮詢

FCS launches a second growth engine, entering AI key components with MLPC pilot production slated for year-end

Published ・ Source Taiwan | 鉅亨網

FCS (6603-TW) announced its entry into the AI key component MLPC field, leveraging its existing packaging and automation technologies to build a second growth engine. Pilot production is expected by the end of 2026, as it targets the global high-end passive components market.

Companies mentioned:TrendForce

Silicon Motion completes $1.15 billion CB fundraising to accelerate enterprise and physical AI businesses

Published ・ Source Taiwan | 鉅亨網

NAND controller chipmaker Silicon Motion Technology raised US$1.15 billion through zero-coupon convertible bonds, focusing on expanding its enterprise SSD, automotive and physical AI businesses. It increased the offering size in response to strong market interest.

Cathay Securities’ August investment outlook sees AI investment boom spilling over, favors U.S. and Japanese markets

Published ・ Source Taiwan | 鉅亨網

Cathay Securities released its August investment outlook, favoring the U.S. and Japanese markets. The AI investment focus is shifting to actual profits, with the boom spilling over into industries such as healthcare, supported by strong fundamentals.

Taiwan stock ETFs see brisk trading in August! These 4 funds average more than 200,000 lots a day; 00685L has an edge in both volume and price

Published ・ Source Taiwan | 鉅亨網

In Taiwan’s stock ETF market in August, 4 ETFs, including 00685L, recorded average daily trading of more than 200,000 lots. 00685L led in both volume and price, standing out for combining popularity with performance.

Companies mentioned:群益投信、統一投信、元大投信、復華投信、凱基投信

Revenue and gross profit both rise! Mature-process foundries signal a recovery; SMIC and Hua Hong post upbeat Q2 results, with SMIC surging more than 6% in early trading

Published ・ Source Taiwan | 鉅亨網

Chinese foundry giants 中芯国際 and 華虹宏力 reported revenue and profit above market expectations in their financial results for Q2 2026. A recovery in mature-node manufacturing, driven by AI demand, was behind the results, suggesting an industry-wide upturn.

Companies mentioned:中芯国際、華虹宏力

AI inference becomes the biggest growth engine! SanDisk’s 3 targets: mid-to-high double-digit revenue growth, 80% gross margin, and returning all cash to shareholders

Published ・ Source Taiwan | 鉅亨網

SanDisk unveiled a long-term financial model for fiscal 2028–2030, targeting mid- to high-double-digit growth, an 80% gross margin and a 50% free cash flow margin, driven by AI inference demand. Its share price rose 17.6% at one point.

Companies mentioned:SK Hynix、Western Digital Corp.、Seagate Technology Holdings plc、Micron Technology, Inc.、Google、Meta

Gold surges 7.4% in a week to a 2-month high; UBS reveals the best buying point and targets $5,200

Published ・ Source Taiwan | 鉅亨網

International gold prices rose 7.4% in a single week, breaking above $4,450 to reach their highest level in about 2 months. UBS said prices could reach $5,200 in 2027, and analyzed that structural drivers of the rally remain in place.

Companies mentioned:瑞銀財富管理

Original美時受收購成本與匯損影響 上半年稅後純益12億元年減逾4成

Published ・ Source Taiwan | 鉅亨網

Original美時因收購Alvogen後財務成本與匯損影響,上半年稅後純益年減逾4成,但營收創新高,反映整併效益持續發酵。

Companies mentioned:Alvogen、Sandoz、FDA

AI boom continues: EPS surprises emerge among 10 major tech stocks, with Sandisk and Micron taking the top 2 spots

Published ・ Source Taiwan | 鉅亨網

OriginalAI需要の高まりを受け、SandiskとMicronがEPSサプライズで1・2位を獲得。記憶体産業の収益力回復が明確になった。

Companies mentioned:Sandisk Corporation、Micron Technology、InterDigital、Zebra Technologies、Dell Technologies、First Solar、Arrow Electronics、Insight Enterprises、Salesforce、Super Micro Computer、Vanguard Information Technology ETF、Technology Select Sector SPDR Fund、iShares U.S. Technology ETF、Fidelity MSCI Information Technology Index ETF、iShares Global Tech ETF、Invesco S&P 500 Equal Weight Technology ETF

SK Hynix ignites AI memory boom as 10 leveraged ETFs rush to ride the rally

Published ・ Source Taiwan | 鉅亨網

SK Hynix shares surged amid growing demand for AI memory, prompting the launch of 10 leveraged ETFs in succession. Sandisk’s optimistic financial outlook also boosted market confidence, with strong performance expected across the memory industry.

Companies mentioned:SK Hynix、Sandisk、Micron Technology、Western Digital、Intel

South Korea moves to regulate leveraged ETFs; threshold jumps 3 times, and simulated trading becomes mandatory

Published ・ Source Taiwan | 鉅亨網

South Korean regulators raised the investment threshold for single-stock leveraged ETFs to 30 million won following a sharp stock market slump in July, and introduced mandatory education and simulated trading requirements. The move aims to protect retail investors but has dampened market enthusiasm.

Companies mentioned:Petra Capital Management、Mirae Asset Securities、Tcha Partners

Global Lighting’s first-half profit surpasses last year’s full-year EPS, reaching NT$1.53; infrared lens production in Taiwan to begin in Q4

Published ・ Source Taiwan | 鉅亨網

Optical components maker 今國光 posted net profit after tax of 280 million yen in the first half of 2026, up 14 times year over year. Sales of infrared lenses were strong, and the company plans to build a new production line in Taiwan and begin mass production in the fourth quarter. Shipments of automotive lenses are also increasing.

Companies mentioned:華國廠

Original干預越多、空頭笑越大聲!高盛:日本15年來最大干預引發日元套利部位大幅平倉

Published ・ Source Taiwan | 鉅亨網

Japan’s largest foreign-exchange intervention in 15 years failed to stop the yen’s decline and was instead seen as an opportunity to sell yen at a high price. 高盛 said the interest-rate differential advantage is keeping carry trades popular, while the market is highly sensitive to the 160-yen level.

Companies mentioned:高盛、モルガン・スタンレー、道富銀行、Alpha Binwani Capital

Original〈焦點股〉萬海上半年獲利近翻倍 股價站上9字頭創5個月來新高

Published ・ Source Taiwan | 鉅亨網

Wan Hai’s first-half net income after tax rose 96% year over year, while its shares topped NT$90 to reach a 5-month high, reflecting market optimism about the shipping industry’s outlook. Fleet and route expansion plans are moving ahead.

Profit push ahead of IPO! DeepSeek is no longer dirt cheap, raising V4 prices by more than 4 times

Published ・ Source Taiwan | 鉅亨網

As part of efforts to improve revenue ahead of an IPO, Chinese AI company DeepSeek has raised prices for its flagship AI model V4 by as much as more than 4 times. However, it continues to offer lower prices than competitors and has also announced a newly developed framework.

Companies mentioned:Moonshot、Anthropic、OpenAI

Taiwan | Heho健康(3)

Original勿讓癌疲憊拖累治療!馬偕臨床研究:食道癌化放療合併癌因性疲憊治療,改善體力、提升存活率 - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • An esophageal cancer patient in their 50s

Companies mentioned:馬偕

Unmask the silent threat of the three highs! Six guidelines can reverse the “pre-disease” stage without medication - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho健康

New concern over weight-loss injections! Wanting to lose more weight despite already being very thin? Doctor warns of potential harm to physical and mental health - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • BMI of just 18

Japan | EDINET 金融庁開示(1)

Securities report—8th fiscal year (2025/06/01–2026/05/31)

Published ・ Source Japan | EDINET 金融庁開示

ブックオフグループホールディングス株式会社 has submitted its securities report for the 8th fiscal year, covering June 1, 2025, through May 31, 2026.

Companies mentioned:ブックオフグループホールディングス株式会社

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