894 received, 894 listed, 8 sources ・ Page 9 of 9
One place for news and notices from 2 countries/regions: Japan, 698 items from 2 sources; Taiwan, 196 items from 6 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
U.S. President Trump has signaled that he may scale back joint military exercises with South Korea, showing consideration for North Korean leader Kim Jong Un. This suggests that security commitments to allies cannot be trusted, raising international concern.
Companies mentioned：三星電子
The 台湾政府 announced plans to add 235.7 billion yen to the fiscal year 116 budget and distribute 10,000 yen in cash to everyone. The Taipei mayor advocated a payout of 20,000 yen, and city councilors also proposed an additional distribution, but the city’s Department of Finance opposed it, citing the fiscal situation.
Companies mentioned：台湾政府、台北市政府
Summary not yet available
Facts
Companies mentioned：聯發科、台積電、鴻海、廣達、台達電、富邦金、國泰金、益航、大量、柏承、天瀚、雲豹能源、台虹、長華、凌巨、晶技、鼎元、晶豪科、世芯-KY、元大金、正崴、長榮、陽明、萬海
A first-year university student asked on social media whether to study business administration, prompting widespread discussion. Most commenters said that unless it is a top university, the major offers little professional edge and can lead to low pay and difficulty finding a job.
The Legislative Yuan’s Finance Committee in Taiwan passed an inheritance tax amendment in its initial review, known as the “大老婆条款” (“first wife clause”). It introduces a system under which, when property gifted to a spouse within 2 years before death is subject to inheritance tax, the recipient pays the tax attributable to that property. In the past, problems arose when a spouse who received gifted property renounced the inheritance, leaving a minor daughter to pay 57.35 million yen in inheritance tax.
Companies mentioned：台湾立法院財政委員会
A senior executive at 橋水基金 warned about the impact of AI’s rapid development on the U.S. labor market. He predicted that AI could replace 18% of jobs within 5 years and proposed that the government buy shares in AI companies and distribute them to the public.
Companies mentioned：橋水基金、ニューヨークタイムズ
The Trump administration has indicated it plans to ban Apple from using Chinese-made memory chips. National security is cited as the reason, but avoiding such chips is considered difficult given supply realities, and an increase in iPhone prices is widely expected.
Companies mentioned：Apple
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China will implement new entry and exit rules starting September 15. Taiwan authorities warned that Taiwanese people holding Taiwan Compatriot Permits may be considered Chinese citizens and face exit bans. Five categories of people, particularly Taiwanese businesspeople and semiconductor industry personnel, are at high risk.
Retired Major General 臧幼俠 was heavily penalized by the Ministry of National Defense for standing during the national anthem at a pro-unification event in Hong Kong. He was barred from receiving 75% of his monthly pension for 5 years. The court dismissed his lawsuit and upheld the original decision.
U.S. President Trump suggested he might declare the Strait of Hormuz U.S. territory, stepping up pressure on Iran. Iran declared it would resist militarily despite its economic predicament. Tensions are escalating.
A couple in their 70s sold their suburban detached home and moved to an elevator-equipped apartment building near a station, but their savings dwindled rapidly as management and repair costs rose, and they regretted the move within six months. Their experience highlights the importance of considering long-term expenses when older people move homes.
Companies mentioned：THE GOLD ONLINE
Starting in September 2026, Taiwan’s health insurance system will introduce 6 major reforms, expanding coverage for psychiatric treatment and major surgeries. Cash benefits from local governments, as well as weather and military exercises, are also drawing attention.
The divorce of 陳幸妤, the former first daughter, has drawn attention to her property holdings and dentists’ earnings. An NTU professor said orthodontists and implant dentists in private practice can commonly earn more than one million a month, though income varies widely by practice type and location.
Taiwan President Lai Ching-te announced a universal cash payment of NT$10,000 next year, drawing criticism from opposition-party professor 釋昭慧. She questioned the ruling party’s inconsistent position and argued that resources should be focused on helping vulnerable industries rather than distributed indiscriminately.
Companies mentioned：台湾政府
Taiwan high-priced stock 川湖 (2059) surged on AI demand, reaching the 15,000-yuan range. ETFs with high holdings of the stock are attracting attention from small-scale investors.
Companies mentioned：第一金工業、富邦投信
Independent candidate Hsueh Chao-chi is running for Kaohsiung's Zuoying-Nanzi City Council seat on an “N+1” platform, stressing that politics should offer diverse choices and institutional reform. He is working with 台灣前進 to promote the development of a third force.
Companies mentioned：台灣前進
Taiwan’s Ministry of Labor is publicizing a program that provides unemployed middle-aged and older people and people with disabilities who support family members with unemployment benefits of up to 36,640 yuan per month for up to 9 months. The benefit rate has been raised to 80%.
Taiwan’s central government budget for fiscal year 2025 was approved, but improvements to the compensation of military personnel, police and firefighters, as well as the Future Account bill, were effectively ignored, while the Democratic Progressive Party secured nearly the entire budget. Engineers and others warn that “low wages for frontline workers will become permanent.”
Southeast Asian durians have plunged 90% in price due to oversupply and Chinese import restrictions. Large quantities of fruit, including premium varieties, are sitting unsold and rotting.
China’s auto exports have surged, leaving insufficient shipping capacity. Freight rates have risen 65%, and even a 40% increase in the global fleet has not been enough to keep up with demand. This is having a major impact on the auto industry and logistics.
Companies mentioned：Wallenius Wilhelmsen
Keelung, Taipei, New Taipei and Taoyuan have jointly launched an upgraded “My Carbon Reduction Passbook 2.0” program, encouraging people to cut emissions by taking public transit or riding YouBike. Participants who meet the target can receive a 15 rebate and enter a prize drawing featuring 120 prizes, including air tickets and laptops, to promote low-carbon travel.
Companies mentioned：悠遊卡公司、中華航空、Lenovo、Apple、Dyson
China is distributing training data internationally that reflects official values in an effort to promote AI with “Chinese characteristics.” The United States and Europe are wary of the spread of ideology.
Companies mentioned：OpenAI、Anthropic、Mercor、Scale AI
New Taipei mayoral candidate 蘇巧慧 received an endorsement from film producer 李烈. 李烈 praised her sincerity and ability to get things done, describing her as “an official who keeps the people in her heart.” Support from the arts and culture community is growing.
Lee Da-hye, a member of the Wei Chuan Dragons cheerleading squad, filmed a music festival promotional video with Taipei Mayor Chiang Wan-an, prompting online questions about her agency's strategy. Footage of the two holding hands in the past has also resurfaced, intensifying the discussion.
Summary not yet available
Facts
Companies mentioned：半島晨報、河北長城網
New Taipei City’s Department of Environmental Protection clarified that used shoes are not eligible for resource recycling and warned that incorrectly placing them in collection bins can result in a fine of up to 6,000 yuan. It also introduced a program that sends shoes in good condition to Africa as donations.
Companies mentioned：RE-THINK 重新思考、舊鞋救命國際基督關懷協會
Original台湾政府は2027年に国民1人あたり1万円の現金給付を実施すると発表。財源は歳入黒字で賄い、借金なし。地方自治体も独自支援を実施中。
Taiwan President Lai Ching-te announced a 2025 universal cash payment of NT$10,000. Former minister without portfolio Chang Ching-sen criticized it as a “bad show” in political competition, warning it could trigger a bidding war among parties and do little to advance substantive policies.
Nvidia will cut its financing guarantee for OpenAI data centers from $250 billion to less than $120 billion. The move has prompted discussion about whether Jensen Huang foresaw a crisis or strategically released the information, highlighting rising risks in AI infrastructure investment.
Companies mentioned：OpenAI
Taiwan's Ministry of Education is introducing a new student loan system, expanding interest-free loans for students and easing repayment terms after graduation to reduce students' financial pressure and ensure equal access to education.
Taiwan will abolish the forced heirship share for siblings on February 17, 2027, respecting freedom of testation while retaining statutory inheritance rights. The amendment will affect the distribution of estates for people with no children whose parents have both died.
Kaohsiung Mayor Chen Chi-mai is nearing the end of his term and is expected to release a new book, 《高雄，緊緊緊！2314天極限轉型》, at the end of August. Former President Tsai Ing-wen recorded a video endorsement, emphasizing the importance of teamwork and brotherhood.
Companies mentioned：今周刊
Japanese companies face labor shortages and productivity challenges, while adoption of AI lags far behind the United States and Britain. Cultural aversion to risk and aging infrastructure are cited as the main causes, and the government is responding with the “AI Promotion Act.”
Companies mentioned：Kuse AI、兼松
New Taipei City’s Youth Department renovated 5 long-established shops on Xinzhuang Temple Street through the “青年再創Ｘ老店新妝” project. The initiative combined tradition and innovation to attract younger customers and revitalize the area.
A poll for the 2026 Taichung mayoral election shows Chiang Chi-chen leading Ho Hsin-chun by 42.8% to 36.1%, with the gap narrowing to single digits. Psychiatrist Shen Cheng-nan said the cancer-causing oil incident is a key factor and urged Chiang to show resolve.
Companies mentioned：新台灣國策智庫、凱達格蘭基金會
“Cabin scooters” have officially been introduced in Taiwan. They have enclosed cabins and handlebar-style steering, and although they are classified as scooters, licensing, road access and parking rules are largely the same as for cars. Driving without a license carries a fine of up to 36,000 yuan.
Companies mentioned：Lean Mobility
30 U.S. states have sued Meta, seeking substantial damages and changes to its services on the grounds that Instagram and Facebook harm young people’s mental health. The elimination of “like” counts is a key issue.
Companies mentioned：Meta
Taiwan’s 農業部農糧署 explained that the folk taboo against “offering bananas, plums and pears together” during the Ghost Festival is a misunderstanding based on similar-sounding words. It stressed that sincerity is most important and recommends using any kind of fruit.
Companies mentioned：農業部農糧署、行政院農業委員会
Taiwan's Legislative Yuan has passed amendments to the Estate and Gift Tax Act, which will take effect in February 2027. The changes reform the “first wife clause,” ensure recipients pay tax in proportion to what they receive, prevent an unfair tax burden and protect fairness in inheritance.
睿禾金碳 will be listed on the emerging stock market on August 19, 2024, marking an important step for the renewable energy and sustainability solutions provider. The company is developing 160MW of green energy assets and expanding into hydrogen energy and ESG services to strengthen its support for corporate low-carbon transitions.
Companies mentioned：宏碁、智禾金碳、春禾科技、瓦特先生、三小市集
Writer Wu Dan-ru says in her new book that financial freedom is not simply a matter of money: risks such as medical expenses, entrepreneurship and inflation can quickly deplete retirement savings, underscoring the need for a steady source of income.
Companies mentioned：台塑、南亞、台化、S&P、日本Job総研
Central bank market interventions are fueling government debt, while the risk of hedge funds holding 2.4 trillion dollars in U.S. Treasuries with 100-fold leverage is coming to the fore. This is part of a vicious cycle of “crisis → bailout → high leverage → new crisis.”
Taiwan’s leading hand-shaken drink brands are rolling out new products and buy-one-get-one-free promotions for the August summer holidays and Qixi shopping season. 麻古茶坊 and CoCo都可 are among those attracting attention, and the campaigns are expected to stimulate consumer spending.
Companies mentioned：COLD STONE酷聖石、清心福全、一手私藏世界紅茶、龜記、CoCo都可、先喝道
The Japan supporters’ group for Puma Shen, the DPP’s Taipei mayoral candidate, will hold a nationwide convention in Tokyo on September 12, drawing widespread attention and support from the Taiwanese community in Japan and showcasing his overseas mobilization.
Companies mentioned：全日本台灣連合會、日本台灣後援會
Taiwan’s stock market fell in morning trading, weighed down by major electronics stocks, while transportation and green energy stocks rose against the trend. The market divide is becoming increasingly clear.
Companies mentioned：台積電、鴻海、聯發科、廣達、凌巨、益航、大量、瀚荃、雲豹能源、台虹
A TOP10 ranking of the most striking “phoenix coronet and bridal robes” worn by brides in Chinese historical dramas was compiled based on viewer reactions and buzz. 彭小苒’s outfit for the 丹蚩 wedding ceremony in “Goodbye My Princess” took 1st place.
Kao Hsi-jun, founder of CommonWealth Magazine and Global Views Monthly, died in Taipei at the age of 90. Pegatron Chairman Tung Tzu-hsien paid tribute to his “serving the nation as a scholar” spirit and gentlemanly character, recalling their friendship across generations spanning more than twenty years.
Companies mentioned：和碩聯合科技
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Companies mentioned：TSMC、モルガン・スタンレー
Starting in 2026, the national subsidy for dentures will end, with responsibility transferred to local governments. Older people will need to apply for subsidies according to the conditions where they live, and in places such as Taoyuan City, ordinary older residents are also eligible.
Starting in 2027, Nantou County’s Zhongliao Township will provide an annual child-rearing celebration grant of 20,000 yen for children aged 1 to 5. The program is being implemented as a measure to address the declining birthrate, backed by stable finances, and similar support is spreading among local governments nationwide.
The US and China are engaged in an “arms race” in AI. While the US is aiming for an AGI breakthrough, China is focused on practical applications and widespread adoption. The competition is at the heart of their national strategies.
Companies mentioned：OpenAI、Google DeepMind、宇樹科技、TechTechChina
The number of private kindergartens in Taiwan is declining due to the falling birthrate, and their former sites are becoming popular with real estate developers. Their large plots and prime locations make them attractive for redevelopment.
Companies mentioned：鑫龍騰開發、承億集團、在地建商（台中）
The Chinese National Federation of Industries and the Federation of Thai Industries held the 2026 Taiwan-Thailand Industry Linkage Summit and signed 4 MOUs covering smart healthcare, ICT, smart cities and smart vehicles, advancing bilateral cooperation into a new phase of AI and digital transformation.
Companies mentioned：頤康科技公司、Thaiway Products Co., Ltd.、集星資通公司、Thai Subcontracting Promotion Association、悠由數據應用股份有限公司、IFLOWDEV、台灣智慧電動自行車協會、Electric Vehicle Association of Thailand
Immediately after the US-Iran ceasefire agreement expired, a cargo ship was attacked in the Strait of Hormuz, bringing shipping to an almost complete halt. Oil prices rose to nearly $91, reigniting geopolitical risks.
Companies mentioned：Eurasia Group、Kpler、UKMTO
Spot gold prices topped US$4,400 an ounce. Haina International said options-market buyers have turned bullish and funds continue to flow into gold assets, signaling stronger confidence in further gains.
Companies mentioned：海納國際集團 (Susquehanna)、SPDR黃金ETF (GLD-US)
South Korean individual investors are shifting funds to US markets and increasing investments, particularly in AI and semiconductor stocks. SK海力士 ADRs and 3x leveraged ETFs are popular, raising concerns about speculative activity in the market.
Companies mentioned：SK海力士、Direxion、ProShares
SpaceX shares rose 4.5%, and more than 700 million shares are scheduled to be unlocked in September. Investors are watching how the market responds as shares held by early investors and insiders become available for trading.
Companies mentioned：SpaceX
工業富聯 posted net profit of 131 million yuan per day in the first half, driven by rising demand for AI servers. However, because of its low-margin ODM model, most of the profits are concentrated among upstream GPU manufacturers.
Companies mentioned：工業富聯、NVIDIA、MIR睿工業、Eaton
Japan’s 新光電氣工業 has successfully developed a 22-layer glass substrate, resolving a longstanding cracking problem and advancing AI chip packaging technology, with major implications for the semiconductor packaging industry.
Companies mentioned：新光電氣工業、英特爾、AMD、富士通、JIC、大日本印刷、三井化學、三星、東友Fine-Chem、台積電
Taiwanese server-rail giant 川湖’s stock price topped 15,000 yuan, drawing attention to the related ETF “第一金工業30.” Interest is growing in the ETF as an alternative way for small investors to gain exposure to high-priced stocks.
Companies mentioned：川湖、第一金工業
台塑新智能 has obtained European R100.03 E-Mark certification for its electric bus battery system. It is the first system-level international certification in Taiwan and is significant for the participation of domestically produced batteries in global supply chains.
Companies mentioned：台塑(1301-TW)
Taiwan Depository & Clearing Corporation Chairman Lin Ping-hui led a delegation to the United States for discussions with the New York Stock Exchange, Nasdaq and other institutions on extended-hours trading and securities tokenization. The talks explored ways to strengthen cross-time-zone settlement mechanisms, with important implications for Taiwanese investors and the financial industry.
Companies mentioned：花旗、ニューヨーク証券取引所、インタコンチネンタル取引所グループ、ナスダック、DTCC、富邦証券、永豊金証券
鉅亨網 held an investment strategy forum for the AI era, featuring talks by 施雅棠 and 蕭碧燕. 元大投信 proposed a long-term return strategy through a new fund. The structural growth of AI was emphasized.
Companies mentioned：鉅亨網、元大投信、輝達、台積電、Quantinuum、Datadog
Ferrari’s first all-electric car, the Luce, sold for $40 million as a custom model, setting a record for the highest price ever paid for a new car. Although its departure from tradition drew criticism, the market has embraced it.
Companies mentioned：Sotheby's、Mercedes-Benz
大立光 (3008-TW) reported a 31.4% month-on-month recovery in July sales as a wave of new smartphone models reaccelerated its core business. In co-packaged optics (CPO), it is moving ahead with preparations for a pilot production line after securing its first mass-production customer specifications.
CNBC’s Jim Cramer said the surge in memory stocks driven by AI demand is not over yet and that they have further room to rise. He cited manufacturers’ production restraint and long-term contracts as factors behind the trend.
Companies mentioned：SanDisk、Seagate Technology、Micron Technology、Western Digital
China’s Unitree Robotics unveiled a robot called “Superman” that can jump 2 meters from a standing position and reach a top speed of 12.66 m/s. Its performance surpasses human records and demonstrates the company’s technological prowess.
Companies mentioned：第一財経
Chin-Poon reported revenue of NT$4.056 billion in the first half of 2026, up 6.17% year over year. Automotive PCBs accounted for 77% of shipments, while net profit after tax rose 39.45%. Analysts are optimistic about a full-year recovery, citing a rebound in the auto market and successful expansion into new fields.
Original三星とSK海力士がAI需要を受けて上半期に設備投資を35.1%増加させ、両社の生産能力は100%に達した。一方で、輝達の売上構成比が低下し、顧客多様化が進んでいる。
Companies mentioned：三星電子、SK海力士、輝達、Alphabet、アマゾン
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Companies mentioned：輝達、摩根士丹利、Blackwell、Rubin、京元電子、Google、亞馬遜、微軟、超微半導體、OpenAI、Anthropic、Google DeepMind
Cases for the unannounced foldable iPhone and iPhone 18 series have gone on sale on Chinese e-commerce sites. Accessory makers are developing them ahead of time based on supply-chain information and other sources.
Companies mentioned：AAPL-US、每日經濟新聞
In the first half of 2026, premium smartphones reached a record sales share of 29%. Apple and Samsung led the market with a combined 84% share. Rising memory costs are driving the shift toward higher-end models.
Companies mentioned：Apple、Samsung、Huawei、Xiaomi、OPPO、vivo
With US stocks trading near historic highs, BTIG’s Jonathan Krinsky warned that mid-August to early October in midterm election years is a period of elevated downside risk. A tug-of-war with resilient corporate earnings continues.
Companies mentioned：BTIG、FactSet
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Companies mentioned：鈺祥企業、半導體大廠、晶圓廠
In the first half of 2026, investment income in China for Taiwan-listed companies reached a record NT$289.948 billion, up 11.12% year over year. 鴻海 retained the top spot, while 台光電 overtook 台積電 for second place, driven primarily by booming AI and high-performance computing demand.
Companies mentioned：鴻海、台光電、台積電、南亞、日月光投控、奇鋐、統一、富士康工業互聯網
Inventory of presale homes is increasing in areas outside Taiwan’s 7 major metropolitan areas, with Changhua County recording the most at 1,115 units. Weaker market demand, population outflows and a weak industrial base are affecting sales.
Companies mentioned：永慶房屋
Originalテスラの投資家関心がCybercabからスペースXの合併期待に移行。両社株価は約2/3の期間で同期しており、評価軸の変化が進行中。
Companies mentioned：RBC Capital Markets、ARK Invest、The Information
Jeff Gundlach of DoubleLine Capital warned against using AI chips as collateral for long-term debt. He pointed to the risk of technological obsolescence in a plan for NVIDIA to work with major financial firms to mobilize more than $500 billion.
Companies mentioned：DoubleLine Capital、NVIDIA、Apollo、BlackRock、Blackstone、Brookfield、Goldman Sachs、KKR
As US Treasuries sell off and yields surge, foreign investors have increased their holdings of Chinese government bonds for 3 consecutive months. Renminbi currency returns and stable interest rates are factors drawing attention to Chinese bonds as a safe-haven asset.
Companies mentioned：中国央行、渣打銀行
Synchrony has partnered with OpenAI to enable purchases using a dedicated credit card within ChatGPT. The initiative by a financial institution is a first step toward enabling direct transactions within AI and is expected to have a major impact on the industry.
Companies mentioned：OpenAI、Amazon、Walmart、Lowe's、Visa、Stripe、Claude、Gemini
Memory prices have surged, with average DDR5 prices up 400%–500% in a year and 128GB kits now costing 10 times their record-low price. AI demand is diverting supply, and shortages of consumer memory are pushing up prices for PCs, laptops and SSDs. High prices are expected to persist through 2030.
Companies mentioned：SK海力士、三星、美光、長鑫
Rich Privorotsky, head of trading at 高盛, warns that when U.S. stocks are at record highs and financial conditions are loose, the economic cost of policymakers initiating geopolitical conflicts is lower. This reduces market sensitivity to tail risks and warrants caution.
Companies mentioned：高盛
Freight rates on the US East Coast route reached $9,568, approaching pandemic-era highs. Shares of 長榮, 陽明 and 萬海 surged, primarily due to tight supply and demand.
Companies mentioned：長榮、陽明、萬海
President Trump’s approval rating fell to 33%, its lowest level of his term. The Iran situation and rising prices are seen as the main factors.
Companies mentioned：Reuters、Ipsos
Meta and Amazon are beginning to generate earnings growth from AI investments worth several hundred billion dollars. This is an important sign that challenges market concerns about overinvestment and could prompt a reassessment of tech stocks.
Companies mentioned：Meta Platforms、Amazon.com、Alphabet、Microsoft、Oracle、Airbnb、Shopify、Anthropic
The active ETF “00406A” announced an annual dividend yield of about 17%, drawing market attention and sending its price sharply higher. Investors have embraced its covered-call strategy and monthly dividends.
Companies mentioned：統一投信、中信投信
Apple's AI development has hit obstacles, and an analyst recommends partnering with 輝達 to improve its competitiveness, forecasting that the share price could reach $400. A foldable iPhone is also seen as a key growth driver.
Companies mentioned：Apple、NVIDIA、Google、Alphabet、Rothschild & Co Redburn、Jefferies
勤誠 (8210-TW) is expected to see a recovery in its performance in the second half amid growing demand for AI servers. Its share price has returned to the 1,000-yuan range, and construction of a new factory in Vietnam is also progressing.
Companies mentioned：NVIDIA、台系系統廠
東洋テック株式会社 submitted an amended securities report for its 62nd fiscal year (2025/04/01-2026/03/31). This is a disclosure procedure to ensure the accuracy of financial information.
Original株式会社メディカルシステムネットワークが第28期の訂正有価証券報告書を提出しました。
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Companies mentioned：社團法人中華民國牙醫師公會全國聯合會
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Companies mentioned：台灣感染症醫學會
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Companies mentioned：國衛院