# AI News 180m Report｜2026-08-14 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 227 items from 5 sources; Japan, 104 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Why didn't positive CPI news lift stocks? Taiwan market flashes warning signs at highs: Is it time to get out?

- Published: 2026-08-14T18:55:52+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577289
- anchor: #n1970723
- Companies mentioned: 南亞科、華邦電、華碩、華星光、群聯、緯創、光寶科、英特爾

Facts:
- 46,650-point resistance zone
- Taiwan 50 2x leveraged ETF has already gained about 26% in the short term
- 南亞科 and 華邦電 have gained nearly +50% on this run

## 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: 2026-08-14T18:54:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577284
- anchor: #n1970724

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: 2026-08-14T18:51:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577287
- anchor: #n1970725
- Companies mentioned: 台積電

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: 2026-08-14T18:50:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6576969
- anchor: #n1970726
- Companies mentioned: Meta、Google、OpenAI

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.

## 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: 2026-08-14T18:46:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577283
- anchor: #n1970727
- Companies mentioned: 漢翔、亞航、長榮航太、台光電、台燿、聯茂、仁寶、華碩、英業達、國巨、信昌電、華新科、禾伸堂、晶技、希華、加高

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.

## A 13-day turning point in the Fibonacci sequence? “Don’t mistake Feng Jing for Ma Liang”—世芯、大立光、台達電

- Published: 2026-08-14T18:45:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577281
- anchor: #n1970728
- Companies mentioned: 世芯、大立光、台達電、NVIDIA、華邦電、國巨、華新科

Facts:
- Down 201 points
- Closed at 45,811 points
- Trading volume was about NT$1.066 trillion
- Annual growth fell to 4.7%
- Core PPI fell to 4.2%
- Full-year profits of listed and OTC companies are expected to exceed NT$7 trillion
- Foreign investors continued net buying of about NT$45.3 billion
- Cumulative net buying reached NT$206.1 billion
- Previous peak: 48,218 points
- Moving toward 50,000 points
- Support below has gradually risen to around 43,500 points
- Trading volume expanded to more than NT$1.2 trillion

## 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: 2026-08-14T18:36:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577275
- anchor: #n1970729
- Companies mentioned: 奇鋐(3017-TW)、台積電(2330-TW)

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: 2026-08-14T18:36:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577209
- anchor: #n1970730
- Companies mentioned: 富邦金控、富邦人壽、台北富邦銀行、富邦產險、富邦證券、富邦投信

Facts:
- 稅後淨損 17.6 億元
- 累計前7月合併稅後純益 955.8 億元
- Earnings per share (EPS) of NT$6.54
- 7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

## Leadership shake-up at Acer Group; Chief Operating Officer 高樹國 announces departure

- Published: 2026-08-14T18:30:27+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577148
- anchor: #n1970731
- Companies mentioned: 宏碁遊戲、倚天酷碁

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.

## 永豐餘: Outlook for Vietnam and Taiwan markets is positive in the second half; China market is steady

- Published: 2026-08-14T18:22:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6574055
- anchor: #n1970732
- Companies mentioned: 永豐餘、元太

Facts:
- Second-quarter revenue was NT$19.895 billion
- Up 10.75% quarter over quarter
- Up 9.43% year over year
- Gross margin was 14.58%
- Operating margin was 0.67%
- After-tax net profit was NT$571 million
- Earnings per share were NT$0.34
- Revenue for the first half of this year totaled NT$37.86 billion
- Up 4.44% year over year
- Gross margin was 14.06%
- Operating margin was 0.15%
- After-tax net profit was NT$1.219 billion
- Earnings per share were NT$0.47
- Investment income in the first half reached NT$1.091 billion
- Up 22.6% year on year

## Revenue flash: 元大金 (2885) July revenue was NT$17.56 billion, up 78.99% year over year

- Published: 2026-08-14T18:20:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577271
- anchor: #n1970733

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: 2026-08-14T18:20:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577208
- anchor: #n1970734
- Companies mentioned: SanDisk、Micron、Sony、Hon Hai、MediaTek

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: 2026-08-14T18:13:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577185
- anchor: #n1970735

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: 2026-08-14T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6576330
- anchor: #n1970737
- Companies mentioned: SanDisk Corp、Dell Technologies、Micron Technology、Seagate Technology、Western Digital、Intel、Marvell Technology、Hewlett Packard Enterprise、Lumentum、AMD、Applied Materials、Teradyne、Moderna、Palo Alto Networks、Marathon Petroleum、Flex、Valero Energy、Fortinet、Lam Research、Ciena

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: 2026-08-14T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6576887
- anchor: #n1970736
- Companies mentioned: Berkshire Hathaway

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: 2026-08-14T18:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6576569
- anchor: #n1970441
- Companies mentioned: 輝達、Apollo、Brookfield、KKR、黑石、貝萊德、高盛、AIG、Google、Cast AI、ClearML

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
- Average GPU utilization is only 5%

## 精材 launches new 12-inch engine; IVR volume to ramp up in the second half of next year, with operations set to outperform this year

- Published: 2026-08-14T17:59:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577181
- anchor: #n1970442
- Companies mentioned: 精材

Facts:
- Capacity can be expanded as scheduled to 2,000 wafers per month by the end of the third quarter
- Capital expenditure for 2026 is estimated at about NT$3.45 billion to NT$3.66 billion

## 〈Real estate〉Gifts of property between spouses surged to a record 15,800 units last year; experts say tax savings are the main incentive

- Published: 2026-08-14T17:51:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577180
- anchor: #n1970443
- Companies mentioned: 信義房屋

Facts:
- Property transfers through gifts between spouses reached 15,854 units in 2025, a record high
- There were 6,768 property gifts between spouses in the first half of this year
- The 10-year average for annual property transfers through gifts between spouses was also 13,600 units
- General gifts peaked in 2015, at 41,000 cases
- The figure also reached 15,840 in 2024
- The peak was 15,850 units in 2025

## 〈台幣〉一度升破32元大關 收32.046元 強升1.22角

- Published: 2026-08-14T17:42:38+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577177
- anchor: #n1970444
- Companies mentioned: 台北外匯經紀公司、統一投顧、元大投顧

Facts:
- Closed at NT$32.046
- 升值1.22角
- Trading value expanded to US$2.228 billion
- The day’s high-low spread was NT$1.59
- The New Taiwan dollar closed up 0.38%
- The Korean won also appreciated more than 0.3%
- The yen rose nearly 0.2%
- The yuan and Singapore dollar edged up by around 0.05%
- The baht edged down 0.05%
- U.S. July CPI rose 0.1% month over month
- Core PPI rose 0.2% month over month
- Below the market expectation of 0.3%

## 〈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: 2026-08-14T17:41:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577160
- anchor: #n1970445
- Companies mentioned: 世芯-KY、台積電

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

- Published: 2026-08-14T17:38:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577156
- anchor: #n1970446
- Companies mentioned: 川湖

Facts:
- July net profit after tax was NT$4.79 billion
- Up more than 3 times year over year
- Earnings per share were NT$50.24
- NT$74.38 in the second quarter
- July revenue was NT$6.41 billion
- Up 355.5% year over year
- July pretax net profit was NT$5.99 billion
- Up 321.4% year over year
- Up 321.1% year over year
- More than 3,600 patents
- More than 90% market share

## 〈Hong Kong stocks after the close〉Tech stocks fall across the board; Hang Seng Index closes down 1.1%, falls below 25,200

- Published: 2026-08-14T17:36:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577178
- anchor: #n1970447
- Companies mentioned: 京東集團、京東物流、美團、聯想集團、阿里巴巴、SK 海力士、南方兩倍做多海力士、中芯國際、華虹宏力、智譜、MINIMAX-W、康方生物、衛龍美味、中國黃金國際、華泰證券、中信證券

Facts:
- Hang Seng Index fell 1.1%
- Closed at 25116.85 points
- Hang Seng Tech Index fell 1.77%
- At 4707.62 points
- Hang Seng China Enterprises Index fell 1.02%
- Closed at 8340.83 points
- 今日大市成交額約為 2541.79 億港元
- 較上一交易日的 2637.1 億港元有所萎縮
- 其第二季收入達 3464 億元人民幣
- Shares still plunged 10.41% after the results

## 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: 2026-08-14T17:35:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577161
- anchor: #n1970448
- Companies mentioned: 道瓊工業指數、標普500、那斯達克、費城半導體指數、台灣加權指數、韓國KOSPI指數、鉅亨買基金、復華美國新星基金、元大標普500 ETF、摩根基金

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: 2026-08-14T17:30:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577040
- anchor: #n1970449
- Companies mentioned: 上证指数、深证成指、创业板指、共进股份、亨通光电、阿莱德、长盈通、共通股、大唐电信、剑桥科技、中国稀土、华宏科技、数据港、网宿科技、华银电力、梅雁吉祥、粤电力A、华电辽能、京能电力、美诺华、超研股份、万邦医药、瑞康医药、南模生物、百花药、Wind、大智慧VIP、中信证券、兴业证券、渤海证券、光大证券

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
- 2,963 fell
- 173 were unchanged

## 〈Alchip earnings call〉Q2 profit hits a record for the same period; earnings per share top NT$20

- Published: 2026-08-14T17:29:19+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577059
- anchor: #n1970450
- Companies mentioned: 世芯-KY

Facts:
- Quarterly net profit after tax rose to NT$1.638 billion
- Earnings per share after tax were NT$20.02
- Cumulative earnings for the first half reached NT$37.57 per share
- 世芯-KY second-quarter revenue was NT$7.64 billion
- 世芯-KY first-half revenue was NT$11.827 billion
- Gross margin was 34.84%
- Operating margin was 21.54%
- Net profit attributable to owners of the parent was NT$3.066 billion

## 騰訊 invests in another AI unicorn, valued at US$13.3 billion

- Published: 2026-08-14T17:20:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6576960
- anchor: #n1970451
- Companies mentioned: 騰訊、Lovable、輝達、阿迪達斯、德國電信、Replit、Cursor、SpaceX、特斯拉

Facts:
- Valuation soars to US$13.3 billion
- Completed a US$400 million Series C funding round
- Valuation doubled from US$6.6 billion at the end of 2025 to US$13.3 billion in just 7 months
- More than 60 million projects created to date
- Monthly visits surpass 900 million
- Annual recurring revenue (ARR) is approaching US$600 million
- Replit, valued at about US$9 billion, is its direct competitor
- Reportedly acquired by Elon Musk’s SpaceX for US$60 billion

## Strong demand fuels Tipoint’s aggressive expansion of new PCB drill-bit capacity, projected to grow 100% by 2028

- Published: 2026-08-14T17:15:10+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577060
- anchor: #n1970452
- Companies mentioned: 尖點科技

Facts:
- To reach 45 million units per month by the end of this year
- Plans to reach 70 million units in 2027
- Targets monthly capacity of 90 million units in 2028
- Capital expenditure in the first half of 2026 was NT$1.38 billion
- Plans for full-year 2026 capital expenditure of NT$3 billion
- Expected total fundraising of NT$1.68 billion
- Revenue in the second-quarter 2026 financial report was NT$1.826 billion
- Gross margin was 41.78%
- Quarterly net profit after tax was NT$302 million
- Earnings per share were NT$2.08
- First-half 2026 revenue was NT$3.166 billion
- Gross margin was 39.58%

## 〈華紙法說〉木片與運輸價格居高不下推升成本 將減產至10月

- Published: 2026-08-14T17:10:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577067
- anchor: #n1970453
- Companies mentioned: 華紙、中國

Facts:
- Wood chip prices have risen nearly 30% since the start of this year
- 紙漿售價僅約當時的7成
- Paper related to carbon fiber now accounts for more than 10% of revenue
- The share is expected to potentially rise to 15% this year
- 華紙 second-quarter revenue was NT$4.686 billion
- Up 6.65% quarter over quarter
- Down 1.08% year over year
- Gross margin was 0.87%
- Down 4.36 percentage points quarter over quarter
- Down 4.06 percentage points year over year
- Operating margin was -9.97%
- Net loss after tax was NT$402 million
- Loss per share was NT$0.36
- 華紙 first-half revenue this year totaled NT$9.081 billion
- Down 5.08% year over year

## China smartphone sales fall by double digits after 618; cost pressures could trigger further brand price hikes in the second half

- Published: 2026-08-14T17:08:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577053
- anchor: #n1970454
- Companies mentioned: Counterpoint Research、華為、蘋果、小米、OPPO、vivo、榮耀、HONOR、REDMI、Xiaomi、Turbo

Facts:
- China smartphone sales fell 8.6% year over year in the first 30 weeks of 2026
- 華為持續領先中國智慧型手機市場，第二季以來單週銷量市占率均維持在 20% 以上
- 8 月，小米啟動第二波漲價，範圍擴及 Xiaomi 17、REDMI K90 及 Turbo 5 系列，依機型調漲人民幣 300 至 500 元

## 〈Shipping Index〉SCFI rises for 3 consecutive weeks; US East Coast freight rates may break US$10,000

- Published: 2026-08-14T17:05:59+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6577058
- anchor: #n1970455

Facts:
- The Shanghai Containerized Freight Index (SCFI) posted its 3rd consecutive gain, reaching 3355.24 points
- Gained another 79.1 points
- Up 2.41%
- Far East to US East Coast rates were above the US$9,500 mark per FEU
- Rates may break US$10,000
- Far East to Europe rates fell US$19 per TEU to US$2,945
- Down 0.64%
- Far East to the Mediterranean rates fell US$119 per TEU to US$3,929
- Down 2.94%
- Far East to US West Coast rates rose another US$230 per FEU (standard 40-foot container) to US$6,714
- Up 3.55%
- Far East to US East Coast rates rose another US$278 per FEU to US$9,568
- Up 2.99%
- US West Coast rates were quoted at US$7,250-7,700 per FEU

## Can uterine polyps cause infertility? TCM doctor: They may pose a minor obstacle to implantation; suggested ways to improve - Heho健康

- Published: 2026-08-14T19:17:58+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/385606
- anchor: #n1970952
- Companies mentioned: Heho健康