AI News 180m Report

2026-08-17 18:00–21:00 JST

266 received, 266 listed, 5 sources ・ Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 175 items from 4 sources; Japan, 91 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(66)

Sustainable governance and integrity go hand in hand! Passing on the torch of integrity

Published ・ Source Taiwan | 風傳媒

On the 17th, the New Taipei City Government Fire Department held an integrity and ethics law seminar under the theme “Sustainable Governance, Integrity and Competence.” Experts from judicial authorities were invited to strengthen civil servants’ legal knowledge and awareness of integrity.

Companies mentioned:臺灣臺北地方檢察署、法務部調查局新北市調查處

天能綠電 and 欣銓 sign a “10-year, 550 million kWh” long-term contract; transfers exceed 300 million kWh in the first half, securing the top spot

Published ・ Source Taiwan | 風傳媒

天能綠電 and 欣銓科技 signed a 10-year long-term green power contract for 550 million kWh. The deal addresses semiconductor demand in the AI era and strengthens both companies’ ESG strategies and market positions.

Companies mentioned:雲豹能源、欣銓科技

Lai Ching-te to give all citizens NT$10,000 in cash! Executive Yuan: funds could arrive as early as “this time” next year; latest distribution progress revealed

Published ・ Source Taiwan | 風傳媒

President Lai Ching-te announced that NT$10,000 will be distributed to all citizens in 2027, with total funding of NT$235.7 billion to be included in the central government’s general budget. The move aims to share the benefits of economic growth while maintaining fiscal balance, with payments expected as early as before the 2027 Lunar New Year. It carries major social and policy significance.

A major annual event for financial markets! Taiwan Week 2026 to take place in November, focusing on 7 themes as Taiwan shifts from a tech island to a capital island

Published ・ Source Taiwan | 風傳媒

Taiwan Week 2026 will be held in November under the theme “From Tech Island to Capital Island.” Led by the Financial Supervisory Commission, it will focus on financial innovation and international investment links, strengthening Taiwan’s position as a hub for wealth and innovation in Asia.

Companies mentioned:彭博、台灣指數公司

A day of elder care comes with a carbon bill, too! Taipei Hospital earns the nation’s first ISO 14067 certification, taking a key step toward greener long-term care

Published ・ Source Taiwan | 風傳媒

Taipei Hospital has received the nation’s first ISO 14067 carbon-footprint certification for adult day care services, extending emissions reduction efforts to long-term care and setting a new benchmark for green care with significance as an industry model.

Companies mentioned:法標國際認證公司

NT$10,000 cash handout coming in 2027! Lai Ching-te gives final approval; distribution schedule, 5 ways to claim, eligibility and latest progress at a glance

Published ・ Source Taiwan | 風傳媒

Taiwan President Lai Ching-te announced that all citizens will receive 10,000 yen in 2027. The measure is part of a policy to share the benefits of the AI era amid economic growth.

She discovers more than NT$2.4 million in debt 4 months before the wedding! Fiancé’s leveraged stock trading ends in a forced liquidation; his 1 reaction makes her consider calling off the wedding

Published ・ Source Taiwan | 風傳媒

A South Korean woman discovered 4 months before her wedding that her fiancé had invested their savings and borrowed money in the stock market, ultimately losing more than 100 million won (about NT$2.4 million). He still wanted to borrow money to recoup his losses, leading her to consider calling off the wedding. The case highlights the serious consequences of differing financial attitudes between partners.

Companies mentioned:Remember、News1、Financial News、Nate News

Store water now! Major water outages in 8 counties and cities on 8/18, with some areas without water for up to 22 hours for cooking and bathing; check your affected area with one click

Published ・ Source Taiwan | 風傳媒

Taiwan Water Corporation will carry out planned water outages in some areas of 8 counties and cities across Taiwan for up to 22 hours on August 18 due to pipeline maintenance. Residents are urged to store water in advance and turn off water pumps to reduce inconvenience.

Beijing Watch》Tears of layoffs in the north, dreams of getting rich in the south! Why is China nostalgic for the “economic boom” of the Jiang Zemin era, when “hard work could change your fortunes”?

Published ・ Source Taiwan | 風傳媒

A commemorative gathering marking the 100th anniversary of Jiang Zemin’s birth was held, as nostalgia for the “economic boom” of his era surged on Chinese social media. Views of that period have become increasingly polarized between the south and the north.

Companies mentioned:中国中央電視台、中国官方媒体

Japan to host the Asian Games again after 32 years! Led by 林郁婷 and 郭婞淳, see the Chinese Taipei team roster and schedule for the 2026 Nagoya Asian Games

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Hosting the Asian Games again after 32 years
  • The Chinese Taipei delegation is sending 482 top athletes
  • Competing in 34 sports
  • The delegation numbers more than 700 people
  • Contributed 9 gold medals for Taiwan
  • Aiming to retain its 6th-place finish in the overall gold medal standings from the previous Games
  • 45-year-old shooting veteran 林怡君
  • Wearing the national team uniform again after 20 years
  • The men’s épée team returns to the Asian Games after 36 years
  • Competing in 7 medal events
  • The baseball team is led by head coach 湯登凱 and comprises 13 professional players and 11 amateur players
  • Women’s

Companies mentioned:郭婞淳、林郁婷、楊勇緯、唐嘉鴻、李智凱、周天成、王齊麟、林怡君、曾雅妮、湯登凱、葉芝妤

14 years of uninterrupted companionship! Amway joins Chen Yen-po and Peng Ming-yang, with 440 volunteers helping rural children take their first brave step

Published ・ Source Taiwan | 風傳媒

Amway Hope Makers held its 14th annual “Love and Companionship Tutoring Program” summer camp, with Chen Yen-po and Peng Ming-yang joining in. A total of 440 volunteers accompanied children at 31 rural locations as they took their first steps toward exploring the world, making the event deeply meaningful.

Once criticized “poor Taiwan,” now copying it? Lai Ching-te announces NT$10,000 handout; he lists the DPP’s 5 major boomerangs and mocks: “Isn’t this a Communist Party tactic?”

Published ・ Source Taiwan | 風傳媒

Taiwan President Lai Ching-te announced a cash handout of NT$10,000 to everyone next year, saying it would share the AI economy’s benefits. But he faced criticism for taking a contradictory position after previously opposing similar policies.

Companies mentioned:風傳媒

Is AI to blame? The admission threshold for NTU computer science drops by 12 points! University analyzes 2 key reasons

Published ・ Source Taiwan | 風傳媒

The admission threshold for the Department of Computer Science and Information Engineering at National Taiwan University fell by 12 points, mainly due to increased exam difficulty and the AI industry’s influence on students’ choices. The change has drawn attention to trends in education and technology.

Companies mentioned:风传媒、清华大学、成功大学

Institutions snap up 300,000 lots! “2 actively managed ETFs” emerge as the biggest dark horses, with 友達 and 陽明 also heavily bought

Published ・ Source Taiwan | 風傳媒

Data released on Aug. 17, 2026, showed the net buying and selling of individual stocks and ETFs by Taiwan’s three major institutional investors. AUO (友達) drew attention with net purchases of 56,942 lots, while 力積電 ranked last with net sales of 70,869 lots. Financial stocks were also bought, with funds flowing into some market segments.

Companies mentioned:友達、力積電、兆豐金、第一金、國泰金、鴻海、陽明、長榮、旺宏、宏碁、緯創、英業達、中鋼、台新新光金、元大金、主動統一升級50、國泰永續高股息

Holding a Taiwan Compatriot Permit is treated as being a “Chinese citizen”! Chiu Chui-cheng warns of new Chinese exit-entry rules: “3 groups” face a high risk of being unable to return

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • If “Chinese citizens” violate the rules, mainland authorities can bar them from leaving the country.

Companies mentioned:陸委會、東海大學中國大陸暨區域發展研究中心、民主文教基金會、中央社、中新社、中興大學國際政治研究所、暨南大學

Original中元普渡竟然真的「下鈔票雨」!廟方從屋頂撒8萬元,民眾搶翻:原來是1傳統習俗

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Nearly NT$80,000
  • The entire batch of fortune money was claimed in about 5 minutes
  • Original2024年被聯合國教科文組織(UNESCO)列入人類非物質文化遺產代表名錄

Companies mentioned:主處聖母殿、聯合國教科文組織、UNESCO

Is it a good idea to borrow money to buy 0050? He took out a NT$2 million personal loan, saw “NT$800,000 briefly vanish on paper,” yet bought more; the biggest risk may not be a falling share price

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A NT$2 million loan
  • An annual interest rate of 2.5%
  • The annual interest rate rises to 4%
  • Monthly repayments of about NT$26,000
  • Total interest of about NT$182,000 over 7 years
  • Monthly repayments of about NT$27,300
  • Total interest of about NT$296,000

Companies mentioned:元大台灣50、元大投信、金融監督管理委員會、金融智慧網、PTT

Zhang Linghe and Wang Churan aren’t No. 1! The top 10 “destined CPs” in mainland dramas: the champions are a couple whose doomed ending only makes viewers more obsessed

Published ・ Source Taiwan | 風傳媒

An analysis of popular “destined CP” rankings in mainland Chinese dramas, exploring the fated couples audiences remember most from classics such as “Goodbye My Princess” and “One and Only” to “This Thriving Land,” and others.

Companies mentioned:微博、豆瓣

Even a low salary can qualify you for the top labor insurance salary bracket of NT$45,800! 3 ways to secure the maximum pension, with monthly payments of NT$50,000 even if you’re not working, until death

Published ・ Source Taiwan | 風傳媒

Ways for workers to maximize their pensions even on low incomes include combining contributions from multiple jobs, increasing insurance contributions through a labor union and making voluntary contributions to labor pension accounts. A monthly pension of 50,000 yen is theoretically possible.

Original力拚洛杉磯奧運門票!中華隊確定主辦2027世界12強棒球賽 賽程、分組懶人包一次看

Published ・ Source Taiwan | 風傳媒

Original中華隊取得2027年世界12強棒球賽預賽與複賽主辦權,並力拚洛杉磯奧運資格。賽制擴至16隊,中華隊分在A組,有望在主場爭取連霸。

Beijing Viewpoint》Does the centenary of Jiang Zemin’s birth carry a Taiwan Strait message? Xi Jinping renews calls for a major struggle against “Taiwan independence” as Beijing’s Taiwan strategy shifts

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Commemorative gathering marking the 100th anniversary of Jiang Zemin’s birth
  • The seventh deceased leader to receive this top-level honor
  • The 12-part documentary series “Jiang Zemin”
  • The 1995-1996 Taiwan Strait crisis
  • The 2005 Anti-Secession Law

Companies mentioned:中共、中國郵政、中國人民銀行、央視、中國國家統計局、中共中央機關報《人民日報》、中央黨史和文獻研究院、BBC中文網

Yushan Bank and Cathay United Bank lose out! Taiwan’s strongest bank tops NT$90.4 billion in card spending; savvy users praise its broad range of no-brainer spending categories, no annual fee and substantial rewards

Published ・ Source Taiwan | 風傳媒

Taiwan’s 5 major card-issuing banks reported their spending totals for July. CTBC Bank topped the list with about NT$90.4 billion, winning the top spot in both spending and new card issuance. The year-on-year decline was due to temporary factors, while underlying consumption remained steady.

Companies mentioned:中國信託銀行、國泰世華銀行、玉山銀行、台北富邦銀行、台新銀行

Another food poisoning scare! Raohe Night Market’s famous “fa gao,” a favorite of Jensen Huang, tests positive for a toxic chemical. What is Rhodamine B, and what happens if you eat it?

Published ・ Source Taiwan | 風傳媒

Taipei’s Department of Health tested foods used in Ghost Festival offerings and found that Yu Hua Hsing’s fa gao contained the industrial dye Rhodamine B. The case has been referred to prosecutors in accordance with the law. The shop, known for a visit by Jensen Huang, has sparked food safety concerns.

Companies mentioned:御華興食品、輝達、NVIDIA

Why can Vaseline labels be peeled off? After using it for decades, people discover there’s a “second page” underneath—many have never seen it

Published ・ Source Taiwan | 風傳媒

A Vaseline bottle label’s multilayer construction, which includes a “second page,” has become a topic of online discussion. Even users who had used the product for years said they had only just noticed it, bringing renewed attention to proper use.

Why is there a hole in the middle of plastic chairs? The real reason will surprise you! They really do need that hole

Published ・ Source Taiwan | 風傳媒

A post by an online user sparked discussion about the purpose of the hole in the middle of the red plastic chairs widely used in Taiwan. Its main functions are to let air escape when chairs are stacked and make them easier to carry, while also contributing to manufacturing efficiency.

A look at 8 failings in the central government’s handling of carcinogenic oil; Chan Chang-chuan: “The public’s needs must be met with honesty from the outset”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Information on the decision not to recall food products with benzo[a]pyrene (BaP) levels below 20%

Companies mentioned:中聯、台糖

Is Lai Ching-te’s NT$10,000 cash handout “too stingy”? Wang Hung-wei says tax revenue is up by more than NT$700 billion this year and calls for the payment to be raised to NT$20,000

Published ・ Source Taiwan | 風傳媒

Taiwan President Lai Ching-te announced a NT$10,000 cash payment to everyone in 2025 to share the benefits of economic growth. KMT Legislator Wang Hung-wei criticized the amount as too small and called for it to be raised to NT$20,000, citing nearly NT$700 billion in additional tax revenue this year and ample fiscal resources. The move has sparked political sparring and accusations of double standards.

NT$10,000 cash payments confirmed for next year! Lai Ching-te once said it “would be gone after buying groceries”; Chiang Wan-an calls for NT$20,000

Published ・ Source Taiwan | 風傳媒

The summary of this item is not shown

Taiwan | 鉅亨網(37)

Several U.S. ETFs increase holdings in Chinese chip stocks; 長鑫科技 and 兆易創新 receive larger allocations

Published ・ Source Taiwan | 鉅亨網

Several U.S.-listed ETFs are actively holding Chinese semiconductor companies 長鑫科技 and 兆易創新. Growing AI demand is behind the trend, and 長鑫科技 has already risen to become the world’s 4th-largest DRAM maker.

Companies mentioned:長鑫科技、兆易創新、騰訊控股、インテル、サムスン、SKハイニックス、マイクロン、野村證券、Roundhill Memory ETF、Tema Memory ETF

Bank of Taiwan leads major NT$50 billion syndicated loan for 日月光; 10 banks subscribe for more than the target amount

Published ・ Source Taiwan | 鉅亨網

Taiwan Bank led a 5-year syndicated loan of NT$50 billion for 日月光半導體, with 10 banks offering more than the requested amount. The company’s technological capabilities and ESG management were cited as strengths.

Companies mentioned:日月光グループ (ASX-US)、台灣銀行

邑昇’s order visibility has extended to 3 months, with a focus on niche products for aerospace, AI and other applications

Published ・ Source Taiwan | 鉅亨網

Taiwan PCB maker 邑昇 will bring its Phase 2 factory in Guishan, Taoyuan, fully online in fall 2026, increasing monthly production capacity by 1.5 times. Order visibility has extended to 3 months, as the company accelerates expansion into AI, low-Earth-orbit satellites and aerospace.

Nan Shan Life earns NT$1.09 billion in July; new business premiums hit NT$35.8 billion, a recent high

Published ・ Source Taiwan | 鉅亨網

Nan Shan Life earned NT$1.09 billion in July 2026, with new business premiums reaching NT$35.75 billion, up 414% year on year and a recent high, driven mainly by strong sales of investment-linked products. The results reflect the success of its product strategy and are a key indicator for Taiwan’s insurance industry.

Medigen announces clinical trial results for its enterovirus 71 vaccine; receives oral presentation slot at ACPID

Published ・ Source Taiwan | 鉅亨網

高端疫苗 presented data at ACPID 2026 showing that its enterovirus 71 vaccine provides long-term protection of 6 to 7 years, and applied to extend the upper age limit for vaccination to under 10 years old. This is an important development in strengthening prevention for children entering elementary school.

Market volatility fuels a surge in regular investing! The number of monthly investment plan participants at 鉅亨買基金 hits a record in July

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The number of people making regular investments in domestic funds reached 566,000 in July
  • The number of automatic deduction transactions exceeded 1.14 million
  • This year (2026), the average monthly amount invested through regular plans rose 72% from last year
  • The monthly averages for transaction count and amount also grew 55% and 72%, respectively, from last year
  • The monthly average rose 50% from last year

Companies mentioned:鉅亨買基金、投信投顧公會

Expectations for Fed rate hikes ease; U.S. dollar exchange rate falls to a 2-month low

Published ・ Source Taiwan | 鉅亨網

Expectations for interest-rate hikes by the U.S. Federal Reserve have fallen, sending the dollar to a 2-month low. European and Asian currencies rose across the board.

Companies mentioned:Jefferies

Gold surges past $4,400! Precious-metal ETFs soar over the past half-month, outperforming tech stocks

Published ・ Source Taiwan | 鉅亨網

Gold prices topped $4,400, reaching a 2-month high. Precious-metals ETFs outperformed technology stocks, driven mainly by easing concerns over U.S. rate hikes and risks in the Middle East.

Companies mentioned:期元大、富邦、德意志銀行

Who’s next after cooling stocks? AI money hasn’t left—it’s quietly rotating into the next sector

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks have rebounded recently but face technical resistance and futures settlement, making a wait-and-see approach advisable in the short term. AI investment is spreading from GPUs to infrastructure such as cooling, substrates and memory, as sector rotation continues.

Companies mentioned:奇鋐、健策、欣興、景碩、臻鼎-KY、南亞科、華邦電、華碩、緯創、群聯、光寶科

Original短線震盪=大多頭排列、大立光⊕、台達電、上詮

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Up 46 points
  • Closed at 45,857 points
  • Original成交量約9,435億元
  • Revenue reached NT$1.27 trillion in 2026 Q2
  • After-tax net profit was NT$706.56 billion
  • EPS was NT$27.25
  • Revenue rose 36% year over year
  • Profit and EPS rose 77.4% year over year
  • 世芯 +64%
  • 大立光 +27%
  • 上詮 +45%
  • 國巨 +33%

Companies mentioned:大多頭排列、大立光、台達電、上詮、世芯、國巨、台積電、摩根大通

【Stocks with Heavy Volume and Sharp Gains】With the automation industry show underway, how can investors identify dark horses?!

Published ・ Source Taiwan | 鉅亨網

The Taipei International Automation Exhibition put Taiwan’s AI- and automation-related small- and mid-cap stocks in the spotlight, with 佳凌, 大立光 and 所羅門 surging. Foreign buying helped the market hold near its highs, while the expanding use of AI is providing a new growth driver.

Companies mentioned:大立光、所羅門、佳凌、台積電、鴻海、聯發科、聯亞、Fundsmith

ASUS' AI gaming laptops captured more than 51% of the market in the first half, as high-value gaming product mix supports margins

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

MSI launches LuckyClaw, targeting the personal and enterprise AI agent markets

Published ・ Source Taiwan | 鉅亨網

微星 unveiled the LuckyClaw AI agent platform. It offers Windows users easy GUI-based setup and enables businesses to run AI securely and at low cost. It was first shown at COMPUTEX 2026.

Companies mentioned:NVIDIA

More than half of the public do not answer calls; Whoscall upgrades its 'Verified Business Number' service

Published ・ Source Taiwan | 鉅亨網

Gogolook’s Whoscall enhanced its “認證商家號碼” service with new features aimed at boosting brand trust and improving call answer rates. A total of 250 companies, primarily financial and government institutions, have adopted the service.

Profit-taking weighs on a market near its highs; could positive earnings reports become traps for sellers? Follow the mainstream flow of funds as it shifts decisively to position for the second half!

Published ・ Source Taiwan | 鉅亨網

In Taiwan’s stock market, appetite for further investment in high-priced stocks is cooling, with signs that funds are shifting to lower-priced sectors such as ABF substrates. More stocks are failing to respond to favorable earnings reports, as the market continues to lose momentum.

Companies mentioned:群聯(8299-TW)、欣興(3037-TW)、景碩(3189-TW)、臻鼎-KY(4958-TW)、台積電(2330-TW)

杏國's fish-derived extracellular vesicle product obtains an INCI Name as it actively seeks domestic and international partnerships

Published ・ Source Taiwan | 鉅亨網

杏國 (4192-TW) said its internally developed fish-derived extracellular vesicle product FECV-01 has received an INCI Name, enabling it to enter the international cosmetics market. The company plans to accelerate applications through partnerships at home and abroad.

Third wave of power semiconductor price hikes arrives; Taiwanese suppliers plan another 15% increase from October

Published ・ Source Taiwan | 鉅亨網

Taiwanese power device manufacturers will raise prices for non-contract products by 10% to 15% starting in October. AI data center demand and tight supply are behind the increases, signaling a recovery across the industry.

Companies mentioned:強茂(2481-TW)、台半(5425-TW)、德微(3675-TW)、晶焱(6411-TW)、富鼎(8261-TW)、大中(6435-TW)、安世半導體

SinoPac Financial Holdings files cash capital increase plan; per-share issue price undecided, pricing expected by the end of September

Published ・ Source Taiwan | 鉅亨網

SinoPac Financial Holdings has filed to issue 640 million shares in a cash capital increase, targeting NT$20 billion in proceeds, with pricing expected by the end of September. The move is intended to support the expansion of its securities business and optimize its financial structure, with limited dilution for shareholders.

Companies mentioned:永豐金證券

川湖 resumes trading and locks in limit-up! '川湖-themed' ETFs break into the top 10 performers, with 00980A emerging as a surprise leader

Published ・ Source Taiwan | 鉅亨網

Strong results sent AI server sliding-rail maker 川湖’s shares to the daily limit, and “川湖-related” ETFs dominated the top performers. 00980A led the pack.

Companies mentioned:野村證券、第一金證券、群益證券

長鑫科技 shares surge 12% to a new high! Market value surpasses Tencent's as AI funds rotate into memory and chips

Published ・ Source Taiwan | 鉅亨網

The share price of Chinese memory semiconductor maker 長鑫科技 surged 12%, overtaking テンセント in market capitalization to become China's largest company. Expanding AI demand is behind the rise.

Companies mentioned:長鑫科技、テンセント、アリババ、アップル、中芯国際、華虹宏力

Original〈台幣〉強勁升值1.94角收31.852元 創7月以來波段高價

Published ・ Source Taiwan | 鉅亨網

The New Taiwan dollar rose sharply to 31.852, its highest level since July, amid market expectations that the Federal Reserve will pause rate hikes, drawing international capital into the market.

Companies mentioned:元大投顧、國泰證期研究部

Wall Street 'smart money' shifts course: hedge fund giant sells Broadcom and turns to TSMC

Published ・ Source Taiwan | 鉅亨網

Major Wall Street hedge funds sold Broadcom and shifted funds to TSMC. Investment strategies in the AI supply chain are changing.

Companies mentioned:博通(AVGO-US)、台積電(TSM-US)(2330-TW)、Alphabet(GOOGL-US)、AMD(AMD-US)、聯發科、英特爾(INTC-US)、美光(MU-US)、Lam Research、Entegris

Legendary investor buys Baidu after avoiding Chinese stocks for more than 2 years

Published ・ Source Taiwan | 鉅亨網

Legendary investor Stanley Druckenmiller reinvested in Chinese stocks for the first time in more than 2 years, making a new purchase of Baidu ADRs. The move signals a recovery in interest in Chinese tech and growing attention to AI strategies, drawing market attention.

Companies mentioned:Duquesne Family Office、Alibaba (BABA-US)、Alphabet (GOOGL-US)、Amazon (AMZN-US)、台積電 (TSM-US)、意法半導體 (STM-US)

Original從「娛樂濾鏡」轉型企業SaaS!高盛英特爾投資的Higgsfield完成4億美元融資 估值54億美元

Published ・ Source Taiwan | 鉅亨網

OriginalAI動画生成プラットフォームHiggsfieldが4億ドルを調達し、評価額54億ドルに到達。高盛やインテルが主導し、企業向けSaaSへの転換が加速。これはAI応用層が「変現」に成功した象徴的な事例。

Companies mentioned:DST Global、高盛、Liberty Global、インテル、Tribe Capital、Smash Capital、Fifth Wall、Valor Capital、Snap、Dollar Shave Club

A 'fully powered' happy workplace: 熙特爾 wins Asia's Best Employer Award

Published ・ Source Taiwan | 鉅亨網

Taiwanese clean-energy company 熙特爾新能源 won 3 awards, including the “Asia's Best Employer Award,” presented by HR Asia in 2026. Its integrated management of talent, technology and ESG received high praise.

Original興櫃上半年全體獲利年增267% 近6成公司獲利 股王漢測賺2個股本勇奪「3冠王」

Published ・ Source Taiwan | 鉅亨網

TPEx companies' overall profits rose 267% year over year in the first half of 2026, while 漢測 claimed the triple-crown title after earning more than double its share capital. Semiconductors and electronics were the main growth drivers, drawing investor attention.

Companies mentioned:漢測、仁新、貝爾威勒

〈Hong Kong Stocks After the Close〉Chip and optical communications sectors lead gains; Hang Seng Index rises 1.34% to break above the 25,000 mark

Published ・ Source Taiwan | 鉅亨網

Hong Kong stocks rose across the board. AI-related semiconductor, optical communications and PCB sectors were strong, with the Hang Seng Index climbing 1.34% to top the 25,000 mark. 中芯国際 and 長飛光纖光纜 posted sharp gains.

Companies mentioned:中芯国際、華虹半導体、瀾起科技、長飛光纖光纜、建滔積層板、京東、阿里巴巴、騰訊、小米、老鋪黃金、紫金礦業

Strong demand for 崇越電's AI materials, with some orders already extending to 2028

Published ・ Source Taiwan | 鉅亨網

Taiwanese materials maker 崇越電 announced that demand for AI-related materials is surging, with visibility on some orders extending through 2028. Its main products include thermal-management materials and high-speed communications materials.

【億光 earnings call AI summary】2026/8/17

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Slightly higher year over year, by about 3%
  • Up about 6.4% quarter over quarter (QoQ)
  • Cumulative EPS for the first half of 2026 was NT$2.14
  • Distributed a dividend of NT$4.14 per share from 2025 profits
  • Capital surplus: NT$0.36 per share
  • Total: NT$4.50 per share
  • Payout ratio reached 98%
  • Original常態現金部位落在 100 億至 120 億元之間
  • Invisible light (Invisible / Optocoupler / Sensor): approximately 40% of the mix
  • Consumer electronics (Consumer Electronics): approximately 25% of the mix

Companies mentioned:億光、AI Server、機械手臂、掃地機器人、無人機、人形機器人、充電樁、Micro LED、光通訊、CPO

〈Mainland China Stocks After the Close〉Both markets rose steadily throughout the day, with the three major indexes gaining

Published ・ Source Taiwan | 鉅亨網

China's 3 major A-share indexes rose broadly on the 17th. The gains came amid improved liquidity, policy expectations and easing geopolitical risks. Market attention is gradually shifting to upcoming earnings reports.

Companies mentioned:銀河證券、招商證券

Fubon Asset Management launches 'Wealth Opportunities' multi-asset fund; Huang Chao-tang: AI momentum is strong, and Taiwan stocks have no preset ceiling for Q4

Published ・ Source Taiwan | 鉅亨網

Fubon Asset Management launched the 'Wealth Opportunities Multi-Asset Fund,' targeting opportunities in AI, healthcare and consumer upgrades driven by high-net-worth investors. Chairman Huang Chao-tang is optimistic about Taiwan stocks in the fourth quarter, saying there is no preset ceiling and that the market has long-term growth potential.

CTC says customers are scrambling for silicon wafers as semiconductor materials enter a price-hike cycle

Published ・ Source Taiwan | 鉅亨網

Taiwanese semiconductor materials giant 崇越 said demand for silicon wafers is surging amid growing demand for AI and advanced processes. In response to rising raw-material costs, prices for key materials such as photoresists and wafer carriers will also increase by 10–15%. This points to rising pricing pressure across the semiconductor supply chain, with effects on the industry as a whole.

Foxtron to manufacture as Mitsubishi officially announces the ASX VR-e’s entry into the Australia and New Zealand markets

Published ・ Source Taiwan | 鉅亨網

Mitsubishi Motors will launch the all-electric SUV “ASX VR-e” in Australia and New Zealand in 2026, supplied by Foxtron through OEM manufacturing. The move marks Mitsubishi’s accelerated electrification push and strengthens its presence in regional markets.

Companies mentioned:鴻海(2317-TW)、鴻華先進-創(2258-TW)

Original永鴻生技高附加價值產品銷售比重升 上半年獲利8314萬元年增逾6成

Published ・ Source Taiwan | 鉅亨網

Animal drugmaker 永鴻生技 posted a sharp increase in first-half after-tax net profit to 83.14 million yuan, up 61.5% year on year, as sales of higher-value-added products made up a larger share. The results point to the success of its business strategy and resilient market demand, strengthening its competitive advantage in the industry.

Has AI entered a “critical moment for capital”? Investment narratives shift toward financing, tech giants face cash-flow pressure, and bond markets sound the alarm

Published ・ Source Taiwan | 鉅亨網

OriginalAIインフラ投資の膨張により、企業の資本支出が急増しているが、自由キャッシュフローは悪化。特に甲骨文の信用リスクが市場で注目され、融資コストの上昇が警戒されている。

Companies mentioned:橋水基金、モルガン・スタンレー、甲骨文、Meta、Apollo

阿里巴巴 sells gaming business Lingxi Interactive for $1.5 billion, shifts focus to AI development

Published ・ Source Taiwan | 鉅亨網

Alibaba sold its gaming division “靈犀互娛” to 信宸資本 for $1.5 billion, accelerating its strategic shift toward AI and cloud computing. The sale is part of a major asset restructuring.

Companies mentioned:阿里巴巴、信宸資本、光榮特庫摩、三七互娛、巨人網絡、Anthropic

Could the world’s first “trillion-dollar bank” emerge? JPMorgan Chase’s market capitalization has reached $965 billion

Published ・ Source Taiwan | 鉅亨網

JPMorgan Chase's market capitalization reached $965 billion, leaving it 3.6% short of $1 trillion. Wells Fargo predicts it will become the first trillion-dollar bank.

Companies mentioned:富国銀行 (WFC-US)

Taiwan | Heho健康(1)

Polycystic ovary syndrome without cysts? Doctor explains international consensus on renaming and reveals the real warning signs - Heho健康

Published ・ Source Taiwan | Heho健康

Summary not yet available

Companies mentioned:Heho健康

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