AI News 180m Report｜2026-08-14 18:00–21:00 JST｜Page 4 of 4https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.htmlOne 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.en Why didn't positive CPI news lift stocks? Taiwan market flashes warning signs at highs: Is it time to get out?https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970723https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970723Fri, 14 Aug 2026 18:55:52 +0900Taiwan鉅亨網 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 growthhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970724https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970724Fri, 14 Aug 2026 18:54:39 +0900Taiwan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 componentshttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970725https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970725Fri, 14 Aug 2026 18:51:31 +0900Taiwan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 staffhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970726https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970726Fri, 14 Aug 2026 18:50:06 +0900Taiwan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. 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https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970727https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970727Fri, 14 Aug 2026 18:46:42 +0900Taiwan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. 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https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970728https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970728Fri, 14 Aug 2026 18:45:32 +0900Taiwan鉅亨網 Taiwan stocks surge on heavy volume, but is danger lurking? Exclusive data shows funds shifting toward this group of low-base new dark horseshttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970729https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970729Fri, 14 Aug 2026 18:36:51 +0900Taiwan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 billionhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970730https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970730Fri, 14 Aug 2026 18:36:50 +0900Taiwan鉅亨網 Leadership shake-up at Acer Group; Chief Operating Officer 高樹國 announces departurehttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970731https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970731Fri, 14 Aug 2026 18:30:27 +0900Taiwan鉅亨網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 steadyhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970732https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970732Fri, 14 Aug 2026 18:22:58 +0900Taiwan鉅亨網 Revenue flash: 元大金 (2885) July revenue was NT$17.56 billion, up 78.99% year over yearhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970733https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970733Fri, 14 Aug 2026 18:20:19 +0900Taiwan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?https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970734https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970734Fri, 14 Aug 2026 18:20:10 +0900Taiwan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 siteshttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970735https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970735Fri, 14 Aug 2026 18:13:10 +0900Taiwan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 timeshttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970737https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970737Fri, 14 Aug 2026 18:10:03 +0900Taiwan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 climbinghttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970736https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970736Fri, 14 Aug 2026 18:10:03 +0900Taiwan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 momenthttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970441https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970441Fri, 14 Aug 2026 18:00:07 +0900Taiwan鉅亨網 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 yearhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970442https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970442Fri, 14 Aug 2026 17:59:25 +0900Taiwan鉅亨網 〈Real estate〉Gifts of property between spouses surged to a record 15,800 units last year; experts say tax savings are the main incentivehttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970443https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970443Fri, 14 Aug 2026 17:51:47 +0900Taiwan鉅亨網 〈台幣〉一度升破32元大關 收32.046元 強升1.22角https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970444https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970444Fri, 14 Aug 2026 17:42:38 +0900Taiwan鉅亨網 〈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 upgradeshttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970445https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970445Fri, 14 Aug 2026 17:41:40 +0900Taiwan鉅亨網 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’shttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970446https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970446Fri, 14 Aug 2026 17:38:19 +0900Taiwan鉅亨網 〈Hong Kong stocks after the close〉Tech stocks fall across the board; Hang Seng Index closes down 1.1%, falls below 25,200https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970447https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970447Fri, 14 Aug 2026 17:36:12 +0900Taiwan鉅亨網 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 awayhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970448https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970448Fri, 14 Aug 2026 17:35:56 +0900Taiwan鉅亨網 〈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%https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970449https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970449Fri, 14 Aug 2026 17:30:05 +0900Taiwan鉅亨網 〈Alchip earnings call〉Q2 profit hits a record for the same period; earnings per share top NT$20https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970450https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970450Fri, 14 Aug 2026 17:29:19 +0900Taiwan鉅亨網 騰訊 invests in another AI unicorn, valued at US$13.3 billionhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970451https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970451Fri, 14 Aug 2026 17:20:10 +0900Taiwan鉅亨網 Strong demand fuels Tipoint’s aggressive expansion of new PCB drill-bit capacity, projected to grow 100% by 2028https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970452https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970452Fri, 14 Aug 2026 17:15:10 +0900Taiwan鉅亨網 〈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https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970453https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970453Fri, 14 Aug 2026 17:10:32 +0900Taiwan鉅亨網 China smartphone sales fall by double digits after 618; cost pressures could trigger further brand price hikes in the second halfhttps://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970454https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970454Fri, 14 Aug 2026 17:08:50 +0900Taiwan鉅亨網 〈Shipping Index〉SCFI rises for 3 consecutive weeks; US East Coast freight rates may break US$10,000https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970455https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970455Fri, 14 Aug 2026 17:05:59 +0900Taiwan鉅亨網 Can uterine polyps cause infertility? TCM doctor: They may pose a minor obstacle to implantation; suggested ways to improve - Heho健康https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970952https://ainews.idaeo.ai/180m/20260814-18/index-en-p4.html#n1970952Fri, 14 Aug 2026 19:17:58 +0900TaiwanHeho健康