# AI News 180m Report｜2026-08-14 12:00–15:00 JST｜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. ## 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: 2026-08-14T11:02:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11156464 - anchor: #n1964289 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: 2026-08-14T11:01:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11156444 - anchor: #n1964290 - Companies mentioned: 吉伊カワ製作委員会 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. ## 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: 2026-08-14T10:12:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11156499 - anchor: #n1964609 - Companies mentioned: 大成工程股份有限公司、翊祥建築師事務所 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. ## 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: 2026-08-14T09:10:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11156497 - anchor: #n1964624 - Companies mentioned: 桃園市渡船遊艇商業同業公會 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. ## 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: 2026-08-14T13:30:10+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576123 - anchor: #n1964831 - 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 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. ## 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: 2026-08-14T13:30:07+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576811 - anchor: #n1964832 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. ## 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: 2026-08-14T13:27:01+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576771 - anchor: #n1964833 - Companies mentioned: 寶富電力 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。 ## 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: 2026-08-14T13:21:42+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576641 - anchor: #n1964834 - Companies mentioned: 國票金（2889-TW）、第一銀行 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. ## 國邑*’s licensing partner increases investment in L606, with R&D expenses expected to double in the second half - Published: 2026-08-14T13:17:19+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6449739 - anchor: #n1964835 - Companies mentioned: Liquidia The summary of this item is not shown ## 〈Real Estate〉 Growth in regional household numbers emerges as an indicator of housing demand; Wuqi tops Taiwan’s household-growth hotspots - Published: 2026-08-14T13:13:30+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576769 - anchor: #n1964836 - Companies mentioned: 永慶房屋 2017～2026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。 ## 〈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: 2026-08-14T13:07:09+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576775 - anchor: #n1964837 - Companies mentioned: 南亞科(2408-TW)、南電(8046-TW)、台塑(1301-TW)、台塑化(6506-TW)、台化(1326-TW) 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. ## 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: 2026-08-14T13:04:38+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576754 - anchor: #n1964496 - Companies mentioned: Anytime Fitness、Orangetheory Fitness、Snap Fitness The summary of this item is not shown ## 〈Stock Focus〉 Taimide’s sales-mix optimization pays off; shares hit limit-up on heavy volume to a record high of NT$274 - Published: 2026-08-14T13:03:46+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576760 - anchor: #n1964497 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: 2026-08-14T13:00:08+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576328 - anchor: #n1964498 - Companies mentioned: 群智諮詢 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. ## FCS launches a second growth engine, entering AI key components with MLPC pilot production slated for year-end - Published: 2026-08-14T12:53:36+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576736 - anchor: #n1964499 - Companies mentioned: TrendForce 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. ## Silicon Motion completes $1.15 billion CB fundraising to accelerate enterprise and physical AI businesses - Published: 2026-08-14T12:47:08+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576732 - anchor: #n1964500 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: 2026-08-14T12:45:14+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576731 - anchor: #n1964501 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: 2026-08-14T12:43:58+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576716 - anchor: #n1964502 - Companies mentioned: 群益投信、統一投信、元大投信、復華投信、凱基投信 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. ## 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: 2026-08-14T12:40:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576499 - anchor: #n1964503 - Companies mentioned: 中芯国際、華虹宏力 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. ## 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: 2026-08-14T12:17:50+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576225 - anchor: #n1964504 - Companies mentioned: SK Hynix、Western Digital Corp.、Seagate Technology Holdings plc、Micron Technology, Inc.、Google、Meta 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. ## Gold surges 7.4% in a week to a 2-month high; UBS reveals the best buying point and targets $5,200 - Published: 2026-08-14T12:12:16+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576694 - anchor: #n1964505 - Companies mentioned: 瑞銀財富管理 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. ## 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: 2026-08-14T12:08:28+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6573693 - anchor: #n1964506 - Companies mentioned: Alvogen、Sandoz、FDA 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。 ## AI boom continues: EPS surprises emerge among 10 major tech stocks, with Sandisk and Micron taking the top 2 spots - Published: 2026-08-14T11:55:21+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576645 - anchor: #n1964200 - 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 AI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。 ## SK Hynix ignites AI memory boom as 10 leveraged ETFs rush to ride the rally - Published: 2026-08-14T11:42:27+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576478 - anchor: #n1964201 - Companies mentioned: SK Hynix、Sandisk、Micron Technology、Western Digital、Intel 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. ## South Korea moves to regulate leveraged ETFs; threshold jumps 3 times, and simulated trading becomes mandatory - Published: 2026-08-14T11:40:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576331 - anchor: #n1964202 - Companies mentioned: Petra Capital Management、Mirae Asset Securities、Tcha Partners 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. ## 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: 2026-08-14T11:37:43+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576620 - anchor: #n1964203 - Companies mentioned: 華國廠 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. ## 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: 2026-08-14T11:30:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576538 - anchor: #n1964204 - Companies mentioned: 高盛、モルガン・スタンレー、道富銀行、Alpha Binwani Capital 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. ## 〈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: 2026-08-14T11:25:49+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576603 - anchor: #n1964205 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: 2026-08-14T11:10:16+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6576336 - anchor: #n1964206 - Companies mentioned: Moonshot、Anthropic、OpenAI 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. ## 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: 2026-08-14T12:06:00+09:00 - Source: Taiwan | Heho健康 - Original: https://heho.com.tw/archives/385572 - anchor: #n1964747 - Companies mentioned: 馬偕 Facts: - An esophageal cancer patient in their 50s ## Unmask the silent threat of the three highs! Six guidelines can reverse the “pre-disease” stage without medication - Heho健康 - Published: 2026-08-14T11:59:10+09:00 - Source: Taiwan | Heho健康 - Original: https://heho.com.tw/archives/385566 - anchor: #n1964748 - 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: 2026-05-29T11:37:08+09:00 - Source: Taiwan | Heho健康 - Original: https://heho.com.tw/archives/380584 - anchor: #n1964770 Facts: - BMI of just 18 ## Securities report—8th fiscal year (2025/06/01–2026/05/31) - Published: 2026-08-14T12:17:00+09:00 - Source: Japan | EDINET 金融庁開示 - Original: https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC8%E6%9C%9F(2025%2F06%2F01%EF%BC%8D2026%2F05%2F31)-2026-08-14%2012%3A17 - anchor: #n1964427 - Companies mentioned: ブックオフグループホールディングス株式会社 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.