威世波 swings to profit with first-half EPS of 0.19; new plant to open in Q4, with new products gradually ramping up to drive growth
Published ・ Source Taiwan | 鉅亨網
威世波 swung to profit in the first half of 2026, with EPS of 0.19. Driven by demand from AI data centers, the new plant's opening in Q4 will strengthen high-speed optical communications capacity and boost future profitability.
Apple's new iPhone faces the double impact of rising memory prices and shortages of both long- and short-lead-time components
Published ・ Source Taiwan | 鉅亨網
Apple’s launch of a new iPhone, along with rising memory prices and uncertainty over component supplies, is affecting the supply chain. Abnormal inventory levels at 台積電 are also a concern.
Top researcher Yu Chia-hui announces departure from Meta; despite offering high salaries to poach talent, the company still struggles to retain staff
Published ・ Source Taiwan | 鉅亨網
余家輝, Meta’s head of multimodal AI, has resigned and announced plans to establish a new company. The departure is reverberating through the AI talent race as retaining top talent remains a challenge even with high compensation.
Original台股盤後｜無人機與 AI PC 強勢噴發！加權指數洗盤拉回 210 點，外資單日大買 453 億元挺台股，關注「外本比排行」策略標的漢翔、方土昶、全友
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks were buoyed by strong drone and AI PC shares, with foreign investors buying NT$45.3 billion in a single day. Although the Taiex fell 210 points, funds continued to flow into aerospace, CCL and AI PC sectors, signaling optimism about high-growth technology industries.
Taiwan stocks surge on heavy volume, but is danger lurking? Exclusive data shows funds shifting toward this group of low-base new dark horses
Published ・ Source Taiwan | 鉅亨網
Taiwan’s stock market has struggled to gain ground despite rising trading volume, as funds shift from high-priced sectors to lower-priced segments of the semiconductor supply chain. Analyst 陳智霖 warned that the market is overheating and pointed to the importance of strategic rotation.
Life insurers hit turbulence in July! Fubon Financial still earned NT$95.6 billion in the first 7 months, taking the top spot in 2 categories; FVOCI stock gains top NT$100 billion
Published ・ Source Taiwan | 鉅亨網
Summary not yet available
Facts
Original稅後淨損 17.6 億元
Original累計前7月合併稅後純益 955.8 億元
Earnings per share (EPS) of NT$6.54
Original7月金控合計 96.1 億元
Financial holding companies posted a combined NT$100.67 billion in the first 7 months
July net income plus after-tax gains of NT$7.85 billion from the disposal of FVOCI equity instruments
Cumulative total for the first 7 months: NT$196.25 billion
Total EPS was NT$13.73
After-tax net loss of NT$7.66 billion in July
After-tax net profit of NT$47.92 billion in the first 7 months
Acer Chief Operating Officer 高樹國 resigned for personal reasons, with Chairman 陳俊聖 serving as acting chief operating officer. He also stepped down as chairman of 2 subsidiaries, prompting attention to succession planning.
Revenue flash: 元大金 (2885) July revenue was NT$17.56 billion, up 78.99% year over year
Published ・ Source Taiwan | 鉅亨網
元大金 (2885) reported revenue of NT$17.56 billion in July 2026, up 78.99% year over year, with revenue up 130.25% year over year cumulatively for the first seven months. Its shares outperformed the industry, while the 3 major institutional investors continued net buying, signaling strong market confidence.
A roundup of high-volume, sharply rising stocks: What will lead the market after the Automation Industry Exhibition?
Published ・ Source Taiwan | 鉅亨網
After the Automation Industry Exhibition, AI, memory, semiconductor and automation-related stocks have emerged as new market leaders in Taiwan. Foreign investors have been net buyers for consecutive days, and the market is focused on companies posting strong financial results, signaling continued structural growth momentum in these industries.
Report: 南亞科 to build a new 12-inch plant in Yunlin; company says it is working with authorities to assess sites
Published ・ Source Taiwan | 鉅亨網
南亞科 plans to build a new 12-inch plant in Yunlin to produce advanced DRAM and is assessing the risk of intellectual property leaks. The move reflects its strategy to expand and upgrade technology, with important implications for Taiwan’s semiconductor industry footprint.
S&P 500 sets another record; 20 biggest contributors revealed, with SanDisk leading after surging more than 5 times
Published ・ Source Taiwan | 鉅亨網
The S&P 500 hit a record high, with SanDisk leading the gains with a 559.7% rise. AI-related semiconductor and storage companies have surged one after another.
Buffett Indicator soars to a record 238%, but U.S. stocks keep climbing
Published ・ Source Taiwan | 鉅亨網
The “Buffett Indicator,” proposed by Warren Buffett, reached a historic high of 238%, while the S&P 500 continues to rise. This is a warning of an overheated market, but the rise of global companies and AI growth stocks has also highlighted the indicator’s limitations.
Subprime crisis 2.0? 輝達 securitizes $500 billion in GPU computing power; Wall Street sees echoes of 2008: one last straw separates it from an AIG moment
Published ・ Source Taiwan | 鉅亨網
Summary not yet available
Facts
More than $500 billion in capital has flowed into so-called “AI factories”
輝達 will insure up to 25% of GPU collateral in some transactions
Cross-financing with 輝達 and supplier-financing deals total as much as $750 billion
〈Alchip earnings call〉Next-generation 2nm chips to see gains in both volume and pricing; mass production by the end of 2027, with room for revenue upgrades
Published ・ Source Taiwan | 鉅亨網
Summary not yet available
Facts
Mass production to begin by the end of 2027
The area of a single Compute Die for N2 and N3 remains roughly 800 square millimeters
川湖 earned NT$4.79 billion in July, up more than 3 times year over year; a single month’s profit of 5 times its paid-in capital has already exceeded half of Q2’s
Cnyes Investment Radar》Afraid to enter the market amid sharp swings? Understand the “true nature” of different indexes—the bull market has not actually gone away
Published ・ Source Taiwan | 鉅亨網
Summary not yet available
Facts
South Korea’s KOSPI and 費城半導體指數 both fell about 22.7%
Taiwan stocks also fell 11.5%
那斯達克 fell about 3%
道瓊工業指數 instead rose 1.5%
標普500 also edged up 0.2%
道瓊工業指數 had the shortest average recovery time, at just 1.9 years
Taiwan stocks took about 2.2 years
標普500指數 took about 2.8 years
那斯達克 and the Philadelphia Semiconductor Index had average recovery times of about 2.9 years and 3.3 years, respectively
那斯達克 had a median break-even time of just about 0.3 years
The Philadelphia Semiconductor Index had a median of about 1
〈Mainland China stocks after the close〉The three major indexes rebound in a “V” and close higher; Shanghai Composite holds above the three-thousand-nine-hundred mark, though the weekly decline remains 0.3%
Published ・ Source Taiwan | 鉅亨網
Summary not yet available
Facts
The Shanghai Composite closed up 0.01% at 3927.18 points today
The Shenzhen Component Index (SZI) closed up 0.45% at 14354.31 points
The ChiNext Index gained 1.12% to 3626.3 points
Turnover on the Shanghai and Shenzhen markets totaled RMB2.14 trillion
Volume fell by RMB408.1 billion from the previous trading session
A total of 2,398 stocks rose across the Shanghai and Shenzhen markets and the Beijing Stock Exchange