Nvidia offers 3.4 trillion in guarantees to help OpenAI lease Ohio's largest data center
OpenAI and Nvidia join forces to build the world's largest AI data center in Ohio.
Companies mentioned:OpenAI、Nvidia、SoftBank、SB Energy
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One place for news and notices from 2 countries/regions: Japan, 881 items from 2 sources; Taiwan, 93 items from 5 sources.
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OpenAI and Nvidia join forces to build the world's largest AI data center in Ohio.
Companies mentioned:OpenAI、Nvidia、SoftBank、SB Energy
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Companies mentioned:川普、金正恩、戰略暨國際研究中心、車維德、布魯金斯研究所、呂寅曄、普丁
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Companies mentioned:台積電、億光電子、崇越科技
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Companies mentioned:越南、高通、Viettel、華為、Starlink
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Companies mentioned:中央社、中央氣象署、中央大學大氣科學系、氣象應用推廣基金會
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Companies mentioned:BAE Systems
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Companies mentioned:CNN巴西新聞網、BBC巴西新聞網、Band電視台、工黨(PT)
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Companies mentioned:紐約時報、ChatGPT、北京理工大學、Mercor、Scale A1、澳洲戰略政策研究所、自然、大西洋理事會
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Companies mentioned:中國、中央社、新華門、人民大會堂、中國外交部、香港、澳門特別行政區、中國駐外使領館
Original台湾のPCBメーカー邑昇が2026年7月に売上高1.85億元を記録し、新工場稼働により生産能力が1.5倍に。AIや航空宇宙分野への進出が株価を上昇させた。
Intel announced that its next-generation CPU, “Nova Lake,” will debut in desktop computers. Its 28 cores and the return of AVX-512 have drawn attention, and the move is a strategic step to compete with AMD.
Companies mentioned:AMD、NVIDIA、Intel
Taiwan stocks opened slightly higher today and briefly tested the 46,000-point threshold, but heavyweight stocks were subdued, while PCB and silicon wafer shares were active. Cautious sentiment prevailed and trading volume contracted.
Companies mentioned:台积电、联发科、台达电、鴻海、日月光投控、台光电、欣兴、南电、柏承、金像电、競國、健鼎、崇越、环球晶、台胜科、合晶
South Korea’s presidential office denied reports that the United States had requested the construction of semiconductor factories. It said energy would be prioritized in the $350 billion investment in the United States.
Companies mentioned:三星電子、SK海力士
South Korean individual investors shifted funds into U.S. stocks worth $4.5 billion to avoid the risk of a decline in the domestic market. Purchases were particularly active in AI-related stocks and leveraged products. Analysts say this is a change in investment themes, not a withdrawal from the domestic market.
Companies mentioned:SK海力士、Acadian Asset Management、Rayliant Global Advisors、Fibonacci資産管理会社
U.S. President Trump claimed North Korean leader Kim Jong Un had responded to his request for dialogue and said relations between them were positive. He also announced a reduction in the scale of U.S.-South Korean military drills and criticized South Korea for not supporting the action against Iran. The move affects the security landscape in Northeast Asia.
Nomura Investment Trust said AI demand was driving continued upward revisions to supply-chain profits in Taiwan stocks. Although oil prices and geopolitics could cause short-term volatility, Taiwan has a long-term competitive advantage in areas such as advanced packaging and testing, making the investment outlook positive.
President Trump rejected an extension of the interim agreement with Iran. The United States and Iran are at odds over preventing Iran from acquiring nuclear weapons and control of the Strait of Hormuz. This has major implications for international security.
Morgan Stanley predicts Nvidia will once again beat expectations and raise its guidance in its next earnings report, but its share price may rise only modestly as market expectations have become too high.
Companies mentioned:摩根士丹利、KYEC、AMD
Turkish President Erdogan held a phone call with President Trump and urged the resumption of diplomatic talks with Iran. Turkey is seeking to mediate by leveraging its ties with both the United States and Iran.
Prominent hedge fund manager Leon Cooperman warned that the U.S. economy could fall into recession within the next year and forecast that the cooling AI boom would trigger market turmoil and hit stocks. He said earnings estimates for the S&P 500 were mispriced and identified rising inflation as a key threat.
Companies mentioned:高盛、CNBC、福斯財經網
In June, foreign investors’ holdings of U.S. Treasury bonds fell by $72.1 billion, with Japan and China selling large amounts. アメリカ財務省 intervened in the foreign exchange market, and markets expressed concern about the outlook for demand for U.S. Treasuries.
Companies mentioned:アメリカ財務省
The memorandum of understanding between the United States and Iran formally expired, but had effectively collapsed earlier. Shipping route issues and the renewed risk of military conflict were factors, and peace talks have stalled.
Original台湾株式市場は高階IC載板、光通信、貨櫃航運株の上昇に支えられ、加権指数が46.26ポイント上昇。外資が454億円超を買い越し、投信は売り越しで多空交錯。これは投資戦略の転換点として重要。
Companies mentioned:萬海、陽明、長榮、IET-KY、聯亞、全新、欣興、景碩、南電、技嘉、華擎、映泰、仁寶、緯創、宏碁
Original台湾の半導体関連企業がAI需要の高まりで株価上昇。創意(3443-TW)が新高値を更新し、欣興(3037-TW)なども大幅上昇。台積電の拡張計画が供給鏈企業に影響を与える見込み。
Companies mentioned:創意、欣興、台積電、SK海力士、台光電、聯茂、景碩
A Lloyds Bank survey found that 54% of British companies said AI was creating new job vacancies. AI is moving from the experimental stage to practical use, affecting companies’ hiring strategies.
Companies mentioned:Lloyds Banking Group、Bank of England
Anthropic’s annualized revenue reached $65 billion, up 7 times, showing faster growth than OpenAI. As it prepares for an IPO, repairing its relationship with the government is also a challenge.
Companies mentioned:OpenAI、CNBC、米国証券取引委員会、米国国防部
On August 17, 2026, AI-related semiconductor stocks rose. Micron and SanDisk climbed sharply, and the Philadelphia Semiconductor Index entered a bull market. SpaceX’s major shareholders were revealed, and the impact of an early share lockup release drew attention.
Companies mentioned:Micron Technology、SanDisk、Western Digital、Seagate Technology、SpaceX、Alphabet、NVIDIA、Fidelity Investments、Saudi PIF、Apple、Microsoft、Blackstone、QTS Realty Trust、OpenAI
The AI data center “Sopaipilla,” into which Meta and Verizon are investing $14 billion, has only $450 million in insurance coverage, less than 3%, illustrating the limits of the insurance market for massive infrastructure projects.
Companies mentioned:Marsh、S&P、Fitch、KBRA
On August 18, 2026, 237 Taiwanese companies with capital of at least NT$5 billion announced their July revenue. 潤隆 led the group with year-on-year revenue growth of 3460.2%. Signs of an economic recovery are emerging.
Companies mentioned:元大金、合庫金、華南金、第一金、兆豐金、潤隆、台汽電、南亞科、至上、華邦電、聯華、國建、遠雄、國際中橡、皇普
Taiwanese stocks were little changed at 45,857 points, while power devices are set to raise prices by 10–15%. Foreign investors were net buyers for 6 consecutive trading days, and the New Taiwan dollar also rose sharply.
Companies mentioned:崇越(5434-TW)、慧洋-KY(2637-TW)、正德(2641-TW)、台積電、力積電、鴻華先進、三菱
Apple plans major upgrades in 6 areas, including the design, chip and camera, for its upcoming iPhone 18 Pro series. Supply-chain sources say the adoption of the A20 Pro and a variable-aperture camera is drawing attention.
Companies mentioned:高通、Apple
Gold prices rose, mainly due to a weaker U.S. dollar and fading expectations of Federal Reserve rate hikes. Geopolitical risks in the Middle East also provided support.
Companies mentioned:道明証券、芝商所
Nvidia CEO Jensen Huang said the company’s support for OpenAI’s data center project in Ohio could bring Nvidia about $600 billion in computing business opportunities. He also announced limited financial guarantees and a $1.5 billion investment from SB Energy.
Companies mentioned:OpenAI、SoftBank Group、SB Energy
The famous red ruby slippers in the film “The Wizard of Oz” were silver in the original work. The change was made for the 1939 film to take advantage of color technology, ultimately reshaping popular memory for more than 80 years.
Companies mentioned:米高梅
Taiwan is expected to face 7 days of torrential rain under the influence of a low-pressure zone and tropical disturbances, prompting the weather agency to issue multiple alerts. No. 18 Typhoon Sadler may form. Though it is not expected to make direct landfall in Taiwan, it could heighten the risk of rain, and residents should remain alert.
The Taiwan government announced a plan to give every resident NT$10,000 in 2027. Hsieh Chin-ho of 財信傳媒 proposed an anti-low-birthrate measure of giving 台積電 shares to newborns.
Companies mentioned:台積電
The New Taipei City Environmental Protection Bureau reminded residents that old bags must not be placed in used-clothing recycling bins and should instead be disposed of as general waste. Violators can be fined up to 6000 yuan. The measure aims to reinforce proper waste sorting.
Experts offer specific calculations and advice on the best time to start receiving labor insurance pension benefits and how to adjust insured earnings. They also explain how to address underreporting of high wages, helping workers secure retirement funds.
Lacoste’s crocodile logo comes from the tennis-era nickname of its founder, René Lacoste. It originated with a bet in 1923, and the brand was formally established in 1933. The logo is recognized worldwide as the brand’s symbol.
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Huatan Township in Changhua County is providing every resident with NT$6,000 in stimulus payments. After the first phase ends, applications for missed payments will open on August 19. Similar support programs are also being rolled out across Taiwan.
In ancient China, people used “廁籌” or paper to clean themselves after using the toilet, and there was a wide gap in sanitary conditions between the wealthy and ordinary people. Archaeological finds and historical texts have shed light on actual hygiene practices.
The Chinese animated film “牛来,” scheduled for release in 2026, was released in theaters despite its extremely poor quality, exposing problems with the review system. It was made by just 2 people, the director and the director’s mother, and has sparked public debate.
Companies mentioned:大連璟園文化影視傳媒有限公司
As Jensen Huang expands AI infrastructure with $500 billion, Sacks, a technology adviser to the Trump administration, has warned of excess computing capacity and the risks of “dark GPUs.” Significant policy concerns have emerged.
Companies mentioned:NVIDIA、PayPal、Yammer、Microsoft、Facebook、Uber、Airbnb、Palantir、SpaceX
The pompon on top of a hat began as a way to protect sailors’ heads and finish off knitting, and has been a decorative feature for hundreds of years. Today, it has become a design element rather than a functional one.
Companies mentioned:Het Scheepvaartmuseum、Musée national de la Marine、Chemins de mémoire
Photos of joint activities between the U.S. Coast Guard and Taiwan’s Coast Guard Administration, posted by the American Institute in Taiwan (AIT), received more than 10,000 likes, suggesting a shift in the U.S. strategic response to China’s gray-zone operations. This is a sign of new security cooperation in the Taiwan Strait.
The 2026 “Han Kuang 42” exercise was held over 10 days, adopting the principles of realistic combat, no scripts and decentralized command. New equipment, including M1A2T main battle tanks and drones, was deployed, and the Coastal Operations Command was also involved for the first time. The exercise was divided into 4 phases and covered various aspects of Taiwan Strait defense, though questions were also raised about its realism.
China is expanding exports of halal products to Muslim-majority markets, with Yiwu seeing an increase in prayer supplies and halal cosmetics. With exports totaling $32.5 billion, China has become the world’s largest supplier.
Companies mentioned:DinarStandard、湖南中馬嘉凱国際貿易サービス有限公司
Whether offerings can be eaten after the Ghost Festival has prompted questions among the public. Drawing on folk customs and food safety, this article says the ritual itself does not affect food safety; what matters is how long the food has been stored and the surrounding temperature.
Companies mentioned:新北市政府、高雄市政府、基隆市政府、衛生福利部食品藥物管理署、農業部
Hedge funds hold $2.4 trillion in U.S. Treasuries using 100 times leverage, creating a potential trigger for a financial crisis. Central bank interventions in markets are exacerbating structural risks.
Companies mentioned:Wallenius Wilhelmsen、Nvidia、OpenAI、Apple、Sea Legend
Original台湾の中央健康保険署が2026年健保新制度を発表。精神科・重症医療の給付を4.7億円増額し、90の外科手術に11.5億円を追加投入。同時に健保データの商業利用を禁止し、国民に退出権を付与した。
鳳曉生 in “Revolutionary Girl Utena” appears kind, but is in fact a character who deeply controls others. The portrayal highlights the danger of psychological control hidden beneath a mild exterior.
Soon after Taiwan’s Legislative Yuan passed the overall budget, the Executive Yuan announced a cash-payment policy, intensifying political conflict by excluding funding for better compensation for military personnel, police and firefighters. The divide between the ruling and opposition parties became clear.
During a long deployment in the Middle East, crew members aboard the U.S. Navy aircraft carrier Lincoln were pushed to the brink of physical and mental collapse by supply shortages and equipment failures, exposing the limits of the system. The 11-carrier fleet is effectively not functioning.
Companies mentioned:ニューヨーク・タイムズ、ナバリスト・タイムズ、スター・アンド・ストライプス
北極星藥業-KY announced it would dissolve 2 subsidiaries in the United Kingdom and Ireland. They had no business operations, and the move is part of organizational streamlining. The financial impact is minor.
Northstar Pharmaceuticals-KY announced that its subsidiary Beirui Pharmaceutical (Fujian) is replacing a director. The parent company has appointed Peng Yuyuan to replace outgoing director Xu Zhanping.
Companies mentioned:北瑞藥業(福建)有限公司、迪瑞藥業(成都)有限公司
北極星藥業-KY announced an adjustment to its capital reduction ratio following a change in share capital caused by a private placement capital increase. The ratio was adjusted to approximately 48.05% to optimize its financial structure.
北極星藥業-KY announced a capital reduction to offset losses, with the record date set for Aug. 18, 115年. It will cancel approximately 430 million shares, reducing paid-in capital to approximately NT$4.65 billion.
Companies mentioned:臺灣證券交易所、中國信託商業銀行、臺灣集中保管結算所
Original耀登科技更正2026年5-6月背書保證資訊,補登對越南子公司的擔保項目。此舉為資訊揭露修正,不影響實際財務,但強化治理透明度。
Companies mentioned:耀登電通科技(昆山)有限公司、Auden Techno VietNam co.,Ltd.、AUDEN TECHNO(BVI) CORPORATION
台灣大哥大 subsidiary 台信電訊 launched a tender offer for 精誠資訊, seeking to acquire up to 58% of its equity to integrate AI and ICT resources and deepen digital transformation services for businesses.
Companies mentioned:台灣大哥大、台信電訊、精誠資訊
興泰 subsidiary 泰宇網通 denied media reports, saying construction costs had been paid and that it is in litigation with the other company. Allegations of kickbacks involving a former sales representative are also under investigation.
Companies mentioned:泰宇網通、臻呈有限公司、阡序有限公司
Securities of Taiwanese listed company 華冠 were subjected by the stock exchange to a change in trading method after an auditor issued a warning about the company’s ability to continue as a going concern. Investors have been alerted to the risks.
佐登-KY added an endorsement guarantee of 419,900 thousand yen to support a subsidiary’s bank loan. The outstanding guarantee balance rose to 1,084,500 thousand yen. Financial support for consolidated subsidiaries is continuing.
Companies mentioned:佐登妮絲集團股份有限公司
台光電 was invited to attend an investor conference hosted by 野村證券 and will discuss its operating performance in Taipei on Aug. 19.
Companies mentioned:野村證券
台積電 (2330) was invited to attend a technology forum hosted by Jefferies from Aug. 24 to 27, where it will discuss previously announced financial results and performance.
Companies mentioned:台積電、傑富瑞(Jefferies)
虹光 (2380) received approval from the Taiwan Stock Exchange to resume normal trading methods from Aug. 19, 115年, following an improvement in its net worth.
Companies mentioned:臺灣證券交易所
佐登-KY’s subsidiary added a NT$64,600 thousand loan to its parent, the 佐登妮絲 Group, for working capital needs.
Companies mentioned:佐登-KY、佐登妮絲國際股份有限公司、佐登妮絲集團股份有限公司
矽品精密 acquired machinery and equipment for business use for approximately NT$1.096 billion from Murata Machinery, Ltd.
Companies mentioned:日月光投控、矽品精密工業、Murata Machinery, Ltd.
矽品精密 spent approximately NT$1.143 billion on Advantest testing equipment to strengthen its operating equipment investment and enhance production and testing capabilities.
Companies mentioned:日月光投控、矽品精密工業、愛德萬測試股份有限公司
零壹 subsidiary 零宇投資 announced a cash dividend distribution. It plans to pay 0.7763727 yuan per share, for a total exceeding NT$62.1 million, on Aug. 27.
Companies mentioned:零壹、零宇投資股份有限公司
佐登-KY added an endorsement guarantee of 419,900 thousand yen to support a subsidiary’s bank loan. The guarantee balance reached 67.25% of net assets, drawing attention to financial risks.
Companies mentioned:佐登妮絲國際股份有限公司、佐登妮絲集團股份有限公司
Sato-KY recovered and canceled restricted shares because employees did not meet the conditions, and implemented a capital reduction of 1.83 million yen. This is part of its governance efforts and contributes to maintaining capital efficiency.
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