122 received, 122 listed, 5 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 82 items from 4 sources; Japan, 40 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Situational Awareness, a U.S. AI fund with high leverage, suffered massive losses in an AI stock selloff and was forced to sell. Castle Investment acquired its positions, with a significant impact on the market.
Companies mentioned：Situational Awareness、Micron、SanDisk、Nvidia、Broadcom、AMD、Citadel、Jane Street、OpenAI
Tesla may unveil a redesigned Roadster in August, with CEO Musk's references to “flight capabilities” drawing attention. The car is expected to be produced in limited numbers and sold at a high price, with the project appearing to serve mainly as a technology demonstration.
Companies mentioned：SpaceX
Nvidia CEO Jensen Huang was named No. 1 on Glassdoor's 2026 Best CEOs list, with 99% of employees supporting his leadership. The recognition symbolizes outstanding management in the AI era.
Companies mentioned：Glassdoor
Original台湾のPCBメーカー健鼎が2026年上半期に税後純益68.43億元、EPS13.02元を達成。サーバー・メモリーボードの需要拡大が原動力で、株価も急騰し週間23.86％上昇。
Companies mentioned：金像電(2368-TW)、臻鼎-KY(4958-TW)、欣興(3037-TW)
The Federal Reserve unexpectedly paused reserve management purchases (RMP). It judged that liquidity in the banking system was sufficient, while markets expect purchases to resume after October.
Companies mentioned：米連邦準備制度理事会、ニューヨーク連邦準備銀行、米銀、ウェルズ・ファーゴ、TD証券
Original正崴第二季因處分協創數據股票獲利逾百億元，業外收益達78.67億元，推動單季EPS暴增至13.02元，終止連虧，股價漲停。這對投資人與電子代工業釋出強勁財務反彈訊號。
Companies mentioned：協創數據 (300857-CN)、Power Channel Limited
Li Auto is considering developing its own inference chips for cloud computing. It aims to improve AI processing efficiency by leveraging the architecture of its automotive chips, but the project is at an early stage and remains uncertain.
Companies mentioned：SambaNova、Groq、Tenstorrent、Google、Tesla
GIGABYTE Technology reported second-quarter profit of NT$6.6 billion, a record high, benefiting from strong AI server shipments. Foreign investors bought the stock for 10 consecutive sessions, and it rose 15.55% for the week.
Companies mentioned：NVIDIA
OpenAI Chief Financial Officer Sarah Friar announced that revenue from enterprise customers had surpassed consumer revenue for the first time. The company has an annualized revenue run rate of $40 billion, driven by rising enterprise demand.
Companies mentioned：Salesforce、Slack、Google、Wiz、Thrive
Taiwan’s 5 major card issuers recorded NT$333.2 billion in card spending in July, a seasonal decline from June. However, cumulative spending in the first 7 months rose 18.46% year over year, and 中信银行 reclaimed the top spot in both monthly spending and card issuance. Banks are focusing on key consumer trends in the second half of the year, including overseas travel and digital spending.
Companies mentioned：中信银行、国泰世华、玉山银行、台北富邦银行、台新银行
STARLUX Airlines purchased 1 A350 aircraft with its own funds, strengthening its long-haul route network. The move signals its determination to expand internationally and its financial stability, with positive implications for shareholders.
Companies mentioned：空中巴士 (Airbus)
Foxlink corrected its disclosures on loans of funds and endorsements and guarantees for June and July 115. The changes involve adjustments to loans to 富崴能源 and 欣鑫天然氣 and to the amounts of bad-debt provisions.
Companies mentioned：富崴能源、欣鑫天然氣、Shinfox Far East Company Pte. Ltd.、台灣寶崴海事工程、又德風力發電、彰品風力發電、富威電力
PlayNitride Display Technology used capital surplus to offset losses, distribute cash, and increase capital, improving its financial structure.
Companies mentioned：錼創科技-KY創、錼創顯示科技股份有限公司
PlayNitride subsidiary PlayNitride Display Technology completed its director election, with its corporate shareholder reappointing Li Yun-li as a director.
Companies mentioned：錼創科技-KY創、錼創顯示科技股份有限公司
A subsidiary of 錼創科技-KY exercised the powers of an interim shareholders' meeting through its board of directors, resolving to amend the articles of incorporation, elect directors and supervisors, and cover losses using capital reserves, among other matters. The actions comply with Taiwan's regulations for listed companies.
Companies mentioned：PlayNitride Inc.
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Companies mentioned：錼創科技-KY創
Jiin Feng announced an adjustment to the endorsement and guarantee limit for its subsidiary J.D.United Manufacturing, adding US$45,128,000 and HK$1,000,000 to facilitate the group’s fund allocation.
Companies mentioned：J.D.United Manufacturing Co., Ltd.、JD United (Cayman) Limited、Faith In Blue(USA) Corporation、Tooku Holdings Limited、RH International Holdings Limited、MF Holding Co., Ltd.、Nagapeace Corporation Limited
如興 announced an adjustment to the endorsement and guarantee limit for its subsidiary J.D.United Trading Co., Ltd. The move is needed for the group’s fund allocation; the limit was increased and the existing limit canceled.
Companies mentioned：如興、J.D.United Trading Co., Ltd.、JD United (Cayman) Limited、Faith In Blue(USA) Corporation、Tooku Holdings Limited、RH International Holdings Limited、MF Holding Co., Ltd.、Nagapeace Corporation Limited
如興 (4414) announced that its board had resolved to adjust its endorsement and guarantee limits, adding a guarantee of NT$311 million for its subsidiary Changzhou Dong'ao Garments.
Companies mentioned：如興、常州穗滿國際貿易有限公司、常州東奧服裝有限公司
如興 (4414) announced that, on behalf of its subsidiary Changzhou Dong'ao Garments, it had added a NT$95.8 million endorsement and guarantee for Changzhou Suiman International Trade to facilitate the group’s fund allocation.
Companies mentioned：如興、常州東奧服裝有限公司、常州穗滿國際貿易有限公司
常州東奧服裝, a subsidiary of 如興, had exceeded its own rules in providing endorsements and guarantees for another subsidiary, but has since completed corrective measures. The issue has been resolved.
Companies mentioned：常州東奧服裝有限公司、南京興奧貿易有限公司、常州市穗滿國際貿易有限公司
Jiin Feng reported its consolidated financial results for the second quarter of 2026, with a cumulative net loss of NT$278 million and operating profit turning into a loss. This routine financial disclosure reflects current operating pressures.