# AI News 180m Report｜2026-08-19 09:00–12:00 JST｜Page 11 of 11

One place for news and notices from 2 countries/regions: Japan, 909 items from 2 sources; Taiwan, 135 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 宇樹科技 lists today; shares surge 629% at the open

- Published: 2026-08-19T10:33:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581001
- anchor: #n2080792

China's 宇樹科技 went public today, with its share price surging 629% at the opening. The company has drawn attention as a leader in high-performance robotics, while challenges around profitability have also come into focus.

## Has the rebound ended and a crash begun? Overbought market shows price-volume divergence! Could 4萬6 fall below the quarterly line? Will the “electricity, optics and heat” stocks surge in the next wave?

- Published: 2026-08-19T10:26:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580997
- anchor: #n2080793
- Companies mentioned: 聯亞、聯鈞、華星光、南電、台燿、大量、南亞科、奇鋐、健策、高力

Taiwan stocks rebounded after a steep drop in late July, but trading volume failed to rise in tandem, resulting in a price-volume divergence as prices climbed on lower volume—a possible sign of a near-term market turning point. Analysts say that while there is a risk of a short-term shakeout, Taiwan’s economic fundamentals remain strong, with core stocks in the electricity, optics and heat sectors offering long-term investment value.

## 友鋮 has order visibility of 3-4 months; Volvo’s major order enters full-scale production

- Published: 2026-08-19T10:20:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580870
- anchor: #n2080794
- Companies mentioned: Stanley、Volvo

Taiwanese specialty fastener maker 友鋮 has begun mass production of waterproof bolts for Volvo's new EVs. Expanding in North American and European markets and pursuing a high-value-added strategy have sharply increased earnings and raised its industry profile.

## 美銀: 輝達 valuation is attractive; shares trade at a steep discount to free cash flow

- Published: 2026-08-19T10:10:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580805
- anchor: #n2080795
- Companies mentioned: 輝達、OpenAI、AMD、邁威爾

A US bank has rated 輝達 shares as 34%–50% undervalued relative to free cash flow as the company backs OpenAI with $105 billion. The bank recommends buying the stock and highlights room to increase cash returns.

## Major breakthrough! China achieves its first rocket recovery on land

- Published: 2026-08-19T10:06:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580819
- anchor: #n2080796
- Companies mentioned: 藍箭航天、鴻擎科技

China's commercial space company 藍箭航天 has successfully completed China's first land-based recovery after orbital deployment, using its Zhuque-3 rocket. Putting reusable technology into practical use will help reduce the cost of space transportation.

## Unbelievable! Korean retail investors bought $45億 in U.S. stocks in July, but warnings emerge over leverage and ADR premiums

- Published: 2026-08-19T10:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580727
- anchor: #n2080139
- Companies mentioned: Acadian資管、Rayliant、Fibonacci

South Korean retail investors made net purchases of about $4.5 billion in US stocks in July, concentrating on SK Hynix ADRs and highly leveraged ETFs. Tighter domestic credit restrictions are shifting demand for leverage to US markets.

## AI bubble remains the biggest risk! 美銀 survey: fund managers’ equity allocations reach a more than 4-year high

- Published: 2026-08-19T09:50:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580810
- anchor: #n2080140
- Companies mentioned: 美銀、Bank of America、BAC-US、聯準會、Fed、Kevin Warsh

Facts:
- Global net overweight in equities rises to 56%
- Cash holdings fall to 3.5%, the sixth-lowest level on record
- 美銀’s bull-bear indicator rises to 9.3
- 53% of respondents call it the most crowded trade
- 32% cite the “AI bubble”
- Tail risk from “disorderly rises in bond yields” climbs to 27%
- A “second wave of inflation” ranks third at 25%
- A net 19% of respondents say corporate balance sheets face excessive leverage
- 37% of respondents say the most likely combination is “rising bond yields and falling stocks”
- 72%的受訪者認為聯準會(Fed)在美國中期選舉前不會升息
- 53% of fund managers expect 聯準會 Chair Kevin Warsh to maintain a neutral stance
- 38% of respondents believe that the capital spending of AI hyperscalers...

## Trump this time seems in no hurry to play cheerleader for U.S. stocks

- Published: 2026-08-19T09:30:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580790
- anchor: #n2080141

US President Trump has taken a hard line on Iran and signaled that he will not act to curb a market downturn. This has raised questions about the credibility of the “Trump put” and could affect financial market stability.

## Not just Broadcom! Google reportedly teams up with AMD to build 10th-generation TPU; Wedbush says it could shake up the semiconductor industry

- Published: 2026-08-19T09:10:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580804
- anchor: #n2080142
- Companies mentioned: AMD、Broadcom、Marvell Technology、Intel、NVIDIA、Alphabet、Google、Wedbush Securities、SemiAnalysis

Google may be working with AMD to develop its 10th-generation TPU, according to reports. If realized, the project could have a major impact on the semiconductor industry's supply chain.

## Key U.S. stock market news roundup, August 19, 2026

- Published: 2026-08-19T09:00:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580561
- anchor: #n2079760
- Companies mentioned: Micron Technology、SanDisk、JPMorgan Asset Management、Coherent、Ciena、Lumentum Holdings

Bond yields in the United States, Japan and Europe have surged, with competition for funding driven by AI investment cited as a factor. Semiconductor stocks such as Micron fell, as concerns about high interest rates spread.

## Apple reportedly reserving an exclusive variable-aperture upgrade for iPhone 18 Pro Max

- Published: 2026-08-19T08:59:40+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580677
- anchor: #n2079761

Reports say the iPhone 18 Pro Max may be the only model to feature a variable aperture. This is attributed to space constraints in the mechanical design and is seen as part of Apple's differentiation strategy.

## Revenue flash: July revenue roundup for major Taiwan-listed companies, August 19, 2026 (10 companies added)

- Published: 2026-08-19T08:55:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580817
- anchor: #n2079762
- 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

On Aug. 19, 2026, 237 Taiwanese companies with capital of NT$5 billion or more announced their July sales. 潤隆 posted annual growth of 3,460.2%, drawing attention to the financial, construction and semiconductor industries. The figures are an important indicator for tracking market trends.

## Chip-stock rebound abruptly fizzles as bears regain control; SOXX could fall to $500

- Published: 2026-08-19T08:38:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580679
- anchor: #n2079763
- Companies mentioned: マイクロン (MU-US)、SanDisk (SNDK-US)、NVIDIA (NVDA-US)

The semiconductor ETF SOXX fell more than 5%, and its rebound attempt failed. It turned lower at resistance at $560 and returned to a short-selling-led trend. Downside risk toward $500 is in focus.

## Wall Street is all in on stocks: 美銀 says this is a sell signal

- Published: 2026-08-19T08:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580806
- anchor: #n2079764
- Companies mentioned: VanEck、iShares

A survey by a US bank found that global investors' overweight positions in equities were at their highest since 2021, while cash holdings had fallen to 3.5%. A “sell” signal indicating an overheated market has been triggered.

## Nvidia faces a formidable rival? “Big Short” investor Burry names Etched as a serious competitor to 輝達

- Published: 2026-08-19T08:17:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580807
- anchor: #n2079765
- Companies mentioned: 輝達、Jane Street、Kleiner Perkins、Sequoia Capital、Andreessen Horowitz、Tiger Global、台積電、SK hynix

Investor Burry of “The Big Short” fame has called AI chip startup Etched a “serious competitor” to 輝達. The company raised $700 million at a valuation of $21 billion and secured contracts worth more than $1 billion. Its chips, designed specifically for AI inference, are drawing market attention.

## Not Micron or Sandisk? Foreign media: “This” AI stock has potential upside of 113% over the next 3 years

- Published: 2026-08-19T08:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580161
- anchor: #n2079767
- Companies mentioned: 美光科技、SanDisk、Rosenblatt Securities、高盛、Lumentum

As AI data centers expand, optical communications component maker Lumentum has seen its performance surge. Its share price could rise 113% over 3 years.

## Deutsche Bank slams joint U.S.-Japan intervention: not only ineffective, it may have kept the yen from rising further

- Published: 2026-08-19T08:10:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580728
- anchor: #n2079766
- Companies mentioned: ドイツ銀行、米連邦準備制度（Fed）、日本銀行（BOJ）

ドイツ銀行 says US-Japan intervention to buy yen was effectively ineffective. The yen will keep weakening unless the Bank of Japan normalizes monetary policy.

## Can parents give their children NT$244萬 every year without paying gift tax? Many misunderstand the “tax-exemption calculation”; there is 1 more thing to watch after transferring the money

- Published: 2026-08-19T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157530
- anchor: #n2080851

Parents can give their children up to 2.44 million yen a year without gift tax, but the limit applies separately to each donor. The correct calculation method and the importance of managing funds are explained to address widespread misunderstandings about the system.

## The largest department store in northern Taiwan is coming! Trial operations begin Aug. 22, with a “3萬坪-plus mega mall and Taiwan’s largest food court”; direct MRT access makes it convenient

- Published: 2026-08-19T11:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157624
- anchor: #n2080850
- Companies mentioned: 遠東 Garden City

A new large-scale commercial complex, 遠東 Garden City B District Monet Garden, in Taipei's East District will begin trial operations on Aug. 22. It will feature one of Taiwan's largest food courts and more than 560 brands, along with the convenience of direct access to the metro.

## Will the 2.9兆 pension fund deficit lead to depletion? Public-sector workers blast NT$1萬 universal payout: service-year compensation cut internally, 10 years of funding stretched to 20

- Published: 2026-08-19T10:47:20+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157628
- anchor: #n2080852
- Companies mentioned: 台湾教育産業工会、台湾公務革新力量聯盟

Taiwanese public-sector and education groups are protesting insufficient funding for the pension fund and cuts to service-year compensation. They accuse the government of “double standards,” saying it is putting financial support for public-sector and education workers last even as it gives every citizen 10,000 yuan.

## A “children’s privacy” lawsuit that concerns you: If Meta loses, Instagram and Facebook could change forever

- Published: 2026-08-19T10:45:05+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157615
- anchor: #n2080853

30 US states have sued Meta, alleging that Instagram and Facebook harm the mental health of young people, and are seeking massive damages and changes to the services. Jury proceedings have begun, and the case could have a major impact on the future of social media.

## First test launch fails! Satellite launch vehicle crashes after an orbital anomaly; Academia Sinica says it came down within a restricted area, with no injuries.

- Published: 2026-08-19T10:43:18+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157626
- anchor: #n2080854

Taiwan's National Chung-Shan Institute of Science and Technology conducted its first test launch of a satellite launch vehicle, but the rocket was destroyed and crashed after an orbital anomaly. There were no injuries or property damage within the safety zone.

## 2026 Double Ninth Festival senior-citizen gift payments are coming to Taiwan’s six municipalities! Eligible residents can receive a cash gift of up to 20000 yuan per person, deposited on 9/1; see the payment amounts and dates in one place.

- Published: 2026-08-19T10:37:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157625
- anchor: #n2080855

Double Ninth Festival senior-citizen payments will be distributed across Taiwan’s six municipalities starting in September 2026. Residents aged 65 and older can receive between 1500 and 20000 yuan; residency requirements and payment methods vary by municipality.

## Weather forecast: Typhoon Saudel could form as soon as tonight! A major shift in its path means a Taiwan landfall cannot be ruled out. Torrential rain could batter the entire island for 5 days; here’s the week’s forecast.

- Published: 2026-08-19T10:35:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157623
- anchor: #n2080856
- Companies mentioned: 中央気象署、中央大学大気科学系、気象応用推廣基金會、台灣颱風論壇｜天氣特急

中央気象署が7県市に高温情報を発表し、低圧帯の北上と台風18号「サウデル」の発生が相次いで予測される。今後5日間は全台で激しい雨や雷雨が続き、天候の急変に警戒が必要だ。

## Don’t stick your chopsticks into a bowl of rice! Older people will stop you immediately—and many don’t know the reason behind it.

- Published: 2026-08-19T10:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157396
- anchor: #n2080858

Sticking chopsticks upright in a bowl of white rice resembles Taiwan's traditional funeral custom known as “rice at the feet,” and is frowned upon by elders. It is not merely a matter of etiquette but has cultural and religious roots.

## The new labor pension system is here! With an insured salary of 45800, is a lump-sum payment or monthly pension more worthwhile? An expert says an “8-year break-even” test shows how to get the most from your retirement benefits.

- Published: 2026-08-19T10:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157621
- anchor: #n2080857

Starting in August 2026, under the new labor pension system, people will be able to switch from a monthly pension to a lump-sum payment within 30 days of selecting the monthly option. Estimates suggest monthly payments are more advantageous over the long term in an aging society, while the change will give individuals more flexibility in financial planning.

## The world’s only Mazu hot-air balloon arrives in the mountain town: Shigang Hot-Air Balloon Carnival opens on 8/22, with Lee Da-hye, Nine One One and Hsiao Huang-chi taking turns to liven up the town.

- Published: 2026-08-19T10:26:07+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157620
- anchor: #n2080859

The 2026 Taichung Shigang Hot-Air Balloon Carnival will take place from August 22 to 24, introducing for the first time the world’s only Mazu-shaped hot-air balloon. Performers including Lee Da-hye, Nine One One and Hsiao Huang-chi will also take the stage. The event brings together Taiwanese culture and tourism in a distinctive way, attracting visitors from Taiwan and abroad.

## Zhu Rongji cremated in Beijing: From public mourning to Babaoshan Cemetery, the political logic behind the “final arrangements” of Chinese leaders

- Published: 2026-08-19T10:01:51+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157613
- anchor: #n2080860

Former Chinese Premier Zhu Rongji has died at the age of 97, and his body was cremated in Beijing. Flags flew at half-mast nationwide and senior officials attended as a group, reflecting his political standing and the end of the reform era.

## More than the 10000 yuan handout planned for next year! Residents of one county or city who meet the requirements will receive 6500 yuan each, deposited directly; see the payment method and additional benefits across Taiwan.

- Published: 2026-08-19T10:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157142
- anchor: #n2080861

Local governments in Taiwan are issuing their own cash payments of up to 6,500 yuan ahead of the central government's distribution. A payment of 10,000 yuan to every citizen is planned for 2025, drawing attention as an economic stimulus measure.

## Did Spider-Man actually “kill” his first love with his own hands? The most shocking death scene in comic-book history still breaks fans’ hearts more than 50 years later.

- Published: 2026-08-19T10:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11156369
- anchor: #n2080215
- Companies mentioned: Marvel

Spider-Man's girlfriend Gwen Stacy was dropped from a bridge by the Green Goblin and died in 1973. Spider-Man tried to save her with his webbing, but it is thought that the sudden stop may have broken her neck. The moment continues to trouble fans more than 50 years later.

## The News Lens: Will electricity rates rise in October? Taipower is still waiting on one more figure

- Published: 2026-08-19T09:40:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/5543083
- anchor: #n2080216
- Companies mentioned: 中油

Rising international energy prices have increased Taipower's generation costs, and the electricity rate review committee will discuss whether to adjust rates at the end of September. Government subsidies provide financial support, but are a separate issue from the decision on electricity rates.

## Beijing Watch: China’s GDP growth slowed to 4.3% in the second quarter! As Chinese AI and semiconductors surge ahead, why is domestic demand stuck in a “zero-growth” impasse?

- Published: 2026-08-19T09:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157510
- anchor: #n2080217

The summary of this item is not shown

## Why does Adidas have to have “three stripes”? The classic logo wasn’t just a designer’s spontaneous sketch—its origins revealed

- Published: 2026-08-19T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157101
- anchor: #n2080219
- Companies mentioned: Karhu

Adidas's “three stripes” were chosen as a practical design to identify the brand, and the company has a history of acquiring the trademark rights from Finland's Karhu. Over decades, the simple design has grown into a global symbol.

## How did Russia’s path to the 2022 war in Ukraine change the post-World War II order in Europe? It began with Putin’s 2007 address at the Munich Security Conference

- Published: 2026-08-19T09:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157571
- anchor: #n2080218

Russia's deputy representative to Taiwan traced the background to the Ukraine conflict back to President Putin's 2007 Munich speech, emphasizing concerns over NATO's eastward expansion.

## The Jiang Zemin and Zhu Rongji era comes to an end! Xi Jinping’s high-profile commemoration: an effort to reassure the public, or a move with another aim?

- Published: 2026-08-19T09:28:24+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157612
- anchor: #n2080220

The Chinese Communist Party marked the 100th anniversary of Jiang Zemin’s birth, and Xi Jinping delivered a memorial address. The reported death of Zhu Rongji also brought the end of the reform era and efforts to strengthen the legitimacy of the current administration into focus.

## Behind the scenes: The U.S. military has already demonstrated how to carry out a decapitation strike, while Taiwan’s “Wan Jun Plan” still has the president riding around town

- Published: 2026-08-19T09:20:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11155567
- anchor: #n2080221

During Taiwan’s Han Kuang 42 military exercises, the Wan Jun Plan was carried out, moving the president in an armored vehicle to a secure command post. This is an important part of the exercises as a response to a decapitation strike by the Chinese military.

## 華爾街日報》重創俄軍的烏克蘭無人機出自一位90後家具設計師之手

- Published: 2026-08-19T09:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157324
- anchor: #n2080222
- Companies mentioned: Fire Point、Terekh.Group、The Wall Street Journal、The Prodigy、美聯社

Facts:
- The company has 7,000 employees
- A cruise missile capable of carrying a 2,500-pound warhead
- A stated range of 2,100 miles
- Market price: NT$6,980

## Taiwan’s weather is hot and humid, so what should men wear? It turns out thinner doesn’t always mean cooler! The wrong performance fabric can make you feel even stuffier.

- Published: 2026-08-19T09:00:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157401
- anchor: #n2079829

In Taiwan’s hot, humid summers, breathability, quick-drying properties and moisture management—not clothing thickness or fabric names—are key to helping men stay comfortable, the report notes. It dispels misconceptions about clothing choices based on scientific evidence.

## Does changing the name on an insurance policy to your child’s count as a gift? Parents often overlook this “one tax,” and if they die within 2 years, it may also be included in the estate.

- Published: 2026-08-19T08:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157425
- anchor: #n2079830
- Companies mentioned: 財政部南区国税局、財政部台北国税局

Taiwan’s tax authorities warned that changing the policyholder of an insurance policy to a child constitutes a gift. If the policyholder dies within 2 years, the policy may also be included in the estate, creating tax risks.

## Commentary: Trump is messing with South Korea—is Taiwan next, like two sides of the same coin?

- Published: 2026-08-19T08:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157592
- anchor: #n2079831

U.S. President Trump significantly scaled back U.S.-South Korea joint exercises, signaling consideration for North Korea. For Taiwan, this is a serious cause for concern, as it indicates that U.S. security commitments are unstable.

## Diagnosed with diffuse large B-cell lymphoma (DLBCL)? Don’t panic! CAR-T cell immunotherapy can give patients a chance to control the disease and hope for a cure; specialists explain it with graphics.

- Published: 2026-08-19T10:00:00+09:00
- Source: Taiwan | 照護線上
- Original: https://www.careonline.com.tw/2026/08/dlbcl-260819.html
- anchor: #n2081013

Facts:
- The average cure rate with first-line standard treatment is as high as six in ten

## Joint deformities caused by psoriasis are irreversible! A specialist explains how to win the key battle against psoriatic arthritis

- Published: 2026-08-19T09:30:00+09:00
- Source: Taiwan | 照護線上
- Original: https://www.careonline.com.tw/2026/08/psoriatic-arthritis-260819.html
- anchor: #n2079980

Facts:
- About three in ten people with psoriasis develop psoriatic arthritis
- Skin lesions are almost completely cleared in nearly 75% of patients
- Joint symptoms improve significantly in nearly half of patients

## After menopause, how can we protect our bone health and avoid the threat of fractures?

- Published: 2026-08-19T09:01:19+09:00
- Source: Taiwan | 照護線上
- Original: https://www.careonline.com.tw/2026/08/202608190800.html
- anchor: #n2079981

Facts:
- I just turned fifty

## Is surgery the only option for colorectal cancer? Must the rectum be removed? Is a colostomy necessary? TNT therapy helps patients avoid surgery and preserve the rectum - Heho Health

- Published: 2026-08-19T11:29:49+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/385769
- anchor: #n2081160

Facts:
- 72-year-old Ms. Lu
- 5 years ago
- Stage III malignant rectal tumor