446 received, 446 listed, 9 sources ・ Page 5 of 5
One place for news and notices from 2 countries/regions: Japan, 286 items from 2 sources; Taiwan, 160 items from 7 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
味全龍 and 統一獅 cheerleading squad members 李多慧, 菲菲, and Mimi showcased their singing talents at baseball theme days in Taipei and Tainan. Overcoming health and language challenges, they boosted fan engagement and strengthened the trend toward sports entertainment.
Companies mentioned：味全龍、統一獅
Taiwan stocks rose 46.26 points today, ending slightly higher in a subdued session. Optical and shipping stocks were strong, while semiconductor-related shares including 技嘉 and 精材 plunged.
Companies mentioned：台積電、鴻海、聯發科、大立光、玉晶光、萬海、長榮、陽明、技嘉、緯創、力旺、精材、旺矽、凌巨、揚博
According to a Klook survey, more than 85% of Taiwanese people spend over 10 hours planning group trips, and 39% spend more than 40 hours—the highest level in the world. The findings highlight the burden of coordinating these trips.
Companies mentioned：Klook
Popular Taiwanese YouTuber Joeman was accused of infidelity by former partner 蕭伊, who also alleged relationships with female internet influencers and adult film actresses. The controversy is spreading, particularly on social media.
Taiwan President 賴清德 announced a cash handout of 10,000 to everyone next year, using increased government revenue from economic growth without taking on additional debt. The move aims to let everyone share in the fruits of the technology boom.
U.S. President Donald Trump ordered the Navy to abandon the Ford-class aircraft carrier's electromagnetic aircraft launch system (EMALS) and return to conventional steam catapults. The decision was attributed to technical problems and rising costs, drawing criticism from the Navy and military experts.
Companies mentioned：アメリカ海軍、通用原子会社
A 國衛院 team found that pancreatic cancer patients with CA19-9 levels that are either too low or too high have poor prognoses. It proposed a “dual-threshold model” to identify high-risk groups more accurately. The findings were published in Clinical Cancer Research. The model can be used without additional genetic testing, making it highly significant for clinical practice.
新台灣國策智庫 released a poll for the 2026 Taichung mayoral election, showing 江啟臣 at 42.8% and 何欣純 at 36.1%, a gap of just 6.7%. More than half of residents are dissatisfied with 盧秀燕’s handling of the tainted cooking oil case, potentially affecting the KMT’s election prospects.
Companies mentioned：新台灣國策智庫、凱達格蘭基金會
Original立榮航空と華信航空が花蓮発着の国内3航路の運休を申請。搭載率低迷が主因で、民航局が審査中。東部交通の空路縮小の兆し。
Companies mentioned：立榮航空、華信航空、交通部民用航空局
アメリカ財政部 chief Scott Bessent argued that the Trump administration's economic policies are curbing inflation and driving a recovery. Core inflation has fallen to 2.5%, moving closer to the Federal Reserve's target.
Companies mentioned：アメリカ財政部
An 18-year-old male student in China's Zhejiang province was diagnosed with noise-induced hearing loss after being exposed to cicada calls in the mountains for 4 hours. The sound of a cicada swarm reached up to 95 decibels, about as loud as an electric drill, prompting a warning to the public.
An アメリカ海軍陸戦隊 F/A-18 fighter jet crashed into a mountain during training in Washington state. The pilot survived after ejecting, but footage from a police body camera at the scene caused a shock. The incident has heightened concern about defense-related safety.
Companies mentioned：アメリカ海軍陸戦隊、ABCニュース
Although fewer women invest, their long-term returns are slightly higher than men's. Differences in behavior and cultural factors contribute to this phenomenon, offering important insights for the financial industry's development.
Companies mentioned：Mint Ventures、Boring Money、Fidelity International、Barclays、The Work Psychologists、Hargreaves Lansdown
SinoPac Securities has introduced the “Exhibitors × capital momentum” dual indicators to help investors track market topics and capital flows ahead of the robotics and automation expos in August, improving stock-picking efficiency.
Companies mentioned：輝達、特斯拉
Original中信銀行主辦矽品五年期500億元永續連結聯合授信案，獲12家銀行超額認購，反映金融界對其產業地位與永續策略的高度肯定。
Companies mentioned：日月光投資控股股份有限公司、兆豐國際商業銀行、合作金庫商業銀行、華南商業銀行、元大商業銀行、臺灣中小企業銀行、臺灣土地銀行、上海商業儲蓄銀行、中國建設銀行臺北分行、台北富邦商業銀行、彰化商業銀行、遠東國際商業銀行
Taiwanese LED maker 億光 signaled that earnings could improve in the second half of the year as raw material prices stabilize. It plans to open a new factory in Thailand in 2027 and invest actively in AI and robotics.
SMIC's Q2 revenue and gross margin beat expectations for 2 consecutive quarters. 高盛 rates the stock “Buy” with a HK$135 target, while 大和 raises its earnings forecast but still rates it “Reduce,” highlighting differing views on the sustainability of profits.
Companies mentioned：高盛、大和證券
高盛 analyzed U.S. stock 第二季 earnings reports and found that AI infrastructure companies achieved strong profit growth, while application-focused companies have yet to see tangible returns. The findings point to an early stage of technology adoption.
Companies mentioned：波音、モルガン・スタンレー、eBay、Airbnb、ロッキード・マーティン
LED maker 億光 said strong shipments of automotive products drove revenue growth in Q2. It also announced plans to dispose of assets at its Tongluo plant and consolidate production sites.
Companies mentioned：億光
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天能綠電 signed a 10-year green-power supply contract for 550 million kWh with semiconductor testing leader 欣銓, reflecting strong demand from high-tech industries for a stable, long-term supply of green power in the AI era and strengthening Taiwan's green supply chain.
Companies mentioned：雲豹能源、欣銓
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Companies mentioned：中国国家統計局、ブルームバーグ
Growing demand for AI servers has made HBM production a priority, resulting in a shortage of GDDR7 memory. This is changing graphics card cost structures, with memory now the main driver of price increases. Consumers and small and medium-sized businesses are affected.
Companies mentioned：AMD、三星電子、SK海力士、美光、輝達、微軟、Google、亞馬遜、Meta、甲骨文、技嘉、鎧俠、宇瞻
An analysis of 24 major institutional investors found that only a few invested more than half their holdings in stocks that outperformed the S&P 500; even the top performer reached only 66.7%. The gap between stock-picking accuracy and actual returns shows how difficult it is to consistently outperform the market average.
Companies mentioned：Viking Global、淡馬錫、波克夏、Citadel、Duquesne、Millennium、Tiger Global、Two Sigma、文藝復興、高瓴資本
Foreign investors posted net purchases of NT$45.447 billion in Taiwan stocks for the 6th consecutive day, while investment trusts switched from buying to selling. The 3 major institutional investors recorded combined net purchases of NT$29.106 billion. Taiwan stocks fluctuated at high levels and closed at 45857.27 points, reflecting continued strength in market funds. This is positive for investor confidence.
Japan's 10-year government bond yield rose to 2.930%, its highest level in about 30 years. Against the backdrop of expectations for further Bank of Japan rate hikes and fiscal concerns, the market is wary of long-term yields breaking above 3%.
Companies mentioned：日本銀行、フランス・パリ銀行資産運用
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Companies mentioned：KeePer PROSHOP、米其林、驰加、捷匠PDR
Weak U.S. economic indicators have dampened expectations for rate hikes, driving the dollar lower, the yen higher and Asian currencies higher. The trend is having broad effects on foreign exchange markets and energy prices, with attention focused on future monetary policy decisions.
Companies mentioned：CME Group、Capital Economics、Reserve Bank of India
Taiwan stocks fluctuated at high levels. 台積電 held at NT$2,400, and the weighted index edged up 0.1% to 45857 points, but trading fell below the trillion-yuan mark, indicating less appetite for chasing gains and a cautious market mood.
Companies mentioned：台積電、聯電、台達電、鴻海、日月光投控、信驊、川湖、健策、大立光、聯亞、旺矽、力旺、聯發科、世芯-KY、創意、欣興、景碩、南電、台光電、臻鼎-KY、萬海、陽明、長榮、長榮航、華航、技嘉、微星、華碩、英業達、和碩、旺宏、力積電、南亞科、Google、AMD
AI chip giant NVIDIA will invest up to $3 billion in SB Energy to support construction of data centers for OpenAI. The investment is part of a broader push into AI infrastructure and will strengthen the company's control over its ecosystem.
Companies mentioned：SB Energy、OpenAI、Lancium、CoreWeave、Nebius
Texas Instruments introduced the industry's first commercial CAN XL transceiver, the TCAN6062. It provides high-speed, reliable communications for humanoid robots and industrial equipment, accelerating adoption of next-generation networks.
Companies mentioned：CiA、Bosch
高盛 chief economist Jan Hatzius said it was “extremely unlikely” that the Federal Reserve would raise rates in September, given slowing U.S. inflation and weak employment. He said the market's hawkish interest rate expectations remain excessive.
Companies mentioned：高盛
Japan's GDP growth in the second quarter of 2026 was below expectations, with private consumption stagnant, business investment declining and limited support from external demand. The Bank of Japan faces a rate-hike dilemma, and markets have reacted with volatility.
Companies mentioned：日本央行(BOJ)
National Science and Technology Council Chairman 吳誠文 led a delegation to Carnegie Mellon University in the United States to deepen Taiwan-U.S. academic and research cooperation in AI, robotics and advanced manufacturing. The delegation also explored urban technology transformation and ways to strengthen the commercialization of research.
Companies mentioned：カーネギーメロン大学、工業技術研究院
A surge in demand for AI data centers has caused a shortage of indium phosphide (InP) substrates, with prices expected to rise by more than 10% in the fourth quarter of 2026. This sent IET-KY, 全新 and 聯亞 sharply higher, putting related stocks in the spotlight.
Companies mentioned：Lumentum、聯亞、全新、IET-KY、環宇-KY、穩懋
The market expects the Trump administration to impose copper tariffs, accelerating shipments of copper to the United States. The LME spot premium has reached its highest level since 2021, and prices are near their year-to-date highs. Supply and demand are tightening.
Companies mentioned：フランス・パリ銀行
DeepSeek revised its API pricing and introduced peak and off-peak rates. The change is intended to optimize resource use in response to rising computing costs.
Companies mentioned：智譜、豆包
Investments by Wall Street tech giants in AI are beginning to pay off, with strong cloud business performance boosting market confidence in AI monetization.
Companies mentioned：Truist、摩根大通、微軟、亞馬遜、Alphabet、Meta、美銀、Sevens Report Research
Iran's military has offered a $30,000 bounty for killing or capturing U.S. troops, with 2 times the reward offered to female operatives. Military tensions in the Middle East are rising.
勝悅-KY expects to hold a board meeting on Aug. 24 to review its Q2 financial report.
Ennoconn Technology completed a public tender offer for its subsidiary Kontron AG, with an investment of approximately 287 million euros.
Companies mentioned：Kontron AG
PharmaEssentia has applied to expand the indication for Ropeginterferon alfa-2b (P1101) to all adults with ET and optimize the high-dose regimen for PV treatment to accelerate achievement of treatment goals.
Summary not yet available
Summary not yet available
株式会社ベビーカレンダー amends its securities report for the 35th fiscal year (2025). The disclosure aims to ensure the accuracy of financial information.
Companies mentioned：株式会社ベビーカレンダー
Summary not yet available
Facts
Companies mentioned：台灣神隆