# AI News 180m Report｜2026-08-19 12:00–15:00 JST｜Page 8 of 8

One place for news and notices from 2 countries/regions: Japan, 570 items from 1 source; Taiwan, 169 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Labor Ministry to hand out funds starting 9/1! Eligible workers aged 65 can receive up to 25萬元 per person; a look at the continued employment subsidy for older workers and how to apply

- Published: 2026-08-19T11:26:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157645
- anchor: #n2081415
- Companies mentioned: 桃園市政府就業職訓服務處

The Ministry of Labor will launch the "高齢者繼續僱用補助計畫" on September 1, 2026, providing subsidies of up to 258,000 yen to businesses that continue employing workers aged 65 and older. The measure aims to promote employment among older people while helping companies secure staff.

## Not Chiang Wan-an or Lu Shiow-yen! Scholar breaks down the DPP camp’s 3-pronged attack strategy: “he” faces the greatest pressure from Lai Ching-te’s 一萬元 cash handout

- Published: 2026-08-19T11:23:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157643
- anchor: #n2081416

Chinese Culture University professor Niu Tse-hsun analyzed the DPP camp’s election strategy, saying Lai Ching-te’s one-time payment policy is putting budget-review pressure on Han Kuo-yu, while the KMT camp faces the serious challenge of “encircling Lu, attacking Chiang and cornering Han.”

## Hottest sectors this morning: Taiwan stocks plunge nearly 700 points! 台積電 and 台達電 tumble, while these stocks surge against the trend

- Published: 2026-08-19T11:22:44+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157627
- anchor: #n2081417
- Companies mentioned: 台積電、鴻海、聯發科、廣達、台達電、虹揚-KY、頌勝科技、競國、東明-KY、天瀚、嘉基、健策、順德、統新、雲豹能源、旭隼、華邦電、南亞科

Taiwan's stock market fell about 700 points today as major stocks declined. Some shares, including 虹揚-KY and 頌勝科技, rose against the trend and drew attention.

## Underwater forces quietly probing the Taiwan Strait: China’s “藍鯨號” unmanned submersible makes an appearance; US think tank warns of a new gray-zone offensive

- Published: 2026-08-19T11:13:33+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157639
- anchor: #n2081418
- Companies mentioned: 珠海雲洲智能科技、南方海洋科学与工程広東省実験室

China-developed "藍鯨號," a manned submersible, is said to be for civilian observation, but its capabilities have raised concerns that it could be repurposed for military gray-zone operations in the Taiwan Strait. U.S. think tanks are growing more wary.

## 高雄教育再加碼！公幼導師午餐全額補助 63校增設資訊組、年投入逾3千萬

- Published: 2026-08-19T11:11:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157671
- anchor: #n2081822

The Kaohsiung City Government announced that, starting in academic year 115, public kindergarten teachers will receive full lunch subsidies, and the threshold for establishing an information division will be lowered to schools with 13 classes or more, with over 3000萬元 invested annually. The move aims to support frontline early childhood educators and strengthen digital governance on campus; 1300 teachers and 63 schools are expected to benefit.

## Chip stocks plunge as US Treasury yields surge past 5.3%! The corporate bonds of AI tech companies are “sucking up” the money you put into AI stocks

- Published: 2026-08-19T11:10:10+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157616
- anchor: #n2081419
- Companies mentioned: SanDisk、Micron、SK Hynix、Intel、TSMC、NVIDIA、AMD、Alphabet、Meta、Amazon、Microsoft、SpaceX

U.S. Treasury yields climbed above 5.3%, while bond issuance by AI-related companies put pressure on the government bond market. Tech stocks, particularly semiconductor shares, fell sharply.

## 百商SpeedyOne breaks the one-system-per-machine constraint, centralizing financial transaction deployments

- Published: 2026-08-19T11:09:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157669
- anchor: #n2081824
- Companies mentioned: IBM

百商數位科技 has launched its SpeedyOne financial transaction solution, integrating its independently developed system with the IBM LinuxONE platform to break the one-system-per-machine constraint and help financial institutions centralize deployments. The move improves stability and operational efficiency and represents a significant marker of industry transformation.

## 沒繳勞保「每月照領1.2萬退休金」！內行教1招放大退休金，沒工作月月都有錢領到身故

- Published: 2026-08-19T11:01:47+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11157637
- anchor: #n2081420

People who leave their jobs in middle age can receive a pension of about 12,000 yen a month from age 65 by continuing to pay into the national pension, with their years of contributions combined with those under labor insurance. This is an important insight for planning life after retirement.

## 1% Weekly Picks》What is the value of a premium card? Art museums and convenience stores? How to do 2 things well at once, plus other style perspectives

- Published: 2026-08-19T11:00:01+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/5543046
- anchor: #n2081421
- Companies mentioned: マスターカード、新象藝術、恒器製酒

This week's 1% Style looks at the changing value of premium credit cards, how art in Taichung is becoming part of everyday life, and the dual life of a medical student and pianist. The themes include the value of time for the wealthy and the integration of culture into daily life.

## How to choose offerings for Zhongyuan Festival worship? 喜年來’s 31 egg-roll varieties pass the Clean Label certification, offering peace of mind from altar to table

- Published: 2026-08-19T10:43:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157656
- anchor: #n2081427
- Companies mentioned: 中華穀類食品工業技術研究

喜年來’s 31 egg-roll varieties have passed Clean Label certification, emphasizing simple ingredients and transparent information as a reassuring choice for Zhongyuan Festival offerings. The company is also offering limited-time discounts, reflecting consumers’ growing concern about food safety.

## Miaoli makes further inroads in Singapore’s tourism market! “百WAYS Central Taiwan” brand alliance signs MOU with Singapore travel agencies

- Published: 2026-08-19T09:40:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11157654
- anchor: #n2081437
- Companies mentioned: CTC Travel、南和旅行社、中華航空、星宇航空、長榮航空、Klook、Trip.com

The Miaoli County Government joined 三 central Taiwan counties and cities to hold a tourism promotion event in Singapore and sign an MOU with local travel agencies, deepening bilateral tourism cooperation and expanding the market for in-depth travel.

## 宇樹科技’s listing creates wealth on a massive scale, with multiple post-90s technical leaders worth over 100 million

- Published: 2026-08-19T13:52:18+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581344
- anchor: #n2082169
- Companies mentioned: テスラ

Chinese humanoid robotics company 宇樹科技 listed on the STAR Market, making its founder and young technical executives billionaires in one fell swoop. It is a success story for a technology-driven startup, though commercialization challenges remain.

## Is HBM like the Strait of Hormuz? 2 investment heavyweights warn: memory stocks carry a “high-price self-cannibalization” risk

- Published: 2026-08-19T13:50:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581339
- anchor: #n2082170
- Companies mentioned: Cerebras、Groq、Apple、Tesla

Investor Wood and analyst Ben Thompson are warning that high HBM memory prices could prompt technological workarounds and pose a headwind for the industry over the long term.

## Is a 6% US Treasury yield the biggest risk facing US stocks right now?

- Published: 2026-08-19T13:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580803
- anchor: #n2082171
- Companies mentioned: BTIG、Fed、FactSet

U.S. long-term bond yields have surged, with the 30-year yield approaching 6%. The pressure on stock markets has heightened investor wariness.

## 〈Real Estate〉Where are the best opportunities to buy a home for under NT$10 million in Taiwan’s county-administered cities? Pingtung City is the most affordable

- Published: 2026-08-19T13:14:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581193
- anchor: #n2082172
- Companies mentioned: 永慶房屋

Homes priced under NT$10 million account for 84% of housing in Pingtung City, the highest share among Taiwan’s county-administered cities, showing that buying a home remains more affordable outside major metropolitan areas. Just 9% of transactions in Zhubei City are under NT$10 million, as the tech industry drives prices higher.

## Xi Jinping reportedly planning a “lightning” visit to the US in September! To meet Trump only, not attend the UN General Assembly

- Published: 2026-08-19T13:00:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581118
- anchor: #n2081717

The summary of this item is not shown

## 台股ETF受益人數連2周降溫 00686R等4檔台股反1逆勢增

- Published: 2026-08-19T12:51:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581168
- anchor: #n2081718
- Companies mentioned: 群益投信

The number of ETF investors in Taiwan has fallen for 2 consecutive weeks, while 4 inverse ETFs, including 00686R, have bucked the trend and gained investors. Strategic investing in response to market fluctuations is becoming more evident, with investor interest concentrated in technology, ESG and leveraged products.

## 東擎 industrial computer iEP-5010G-DCN leads the way in earning SL3 certification, integrating post-quantum cryptography to strengthen cybersecurity

- Published: 2026-08-19T12:47:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581169
- anchor: #n2081719
- Companies mentioned: 華擎、匯智安全科技

東擎科技's iEP-5010G-DCN received IEC 62443-4-2 SL3 certification, becoming the world's first industrial computer to earn SL3 certification. Its hardware-based security and post-quantum cryptography support strengthen security in industrial OT environments.

## AI drives growth: 廣運’s orders on hand reach 66.6億元, with semiconductor share posting the strongest growth

- Published: 2026-08-19T12:45:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581138
- anchor: #n2081720
- Companies mentioned: 台湾鉄道会社、台北捷運、桃園空港

廣運 is accelerating its growth amid demand for AI and semiconductors, with orders on hand reaching 6.66 billion yen. At the 2026 Taipei International Industrial Automation Exhibition, it unveiled solutions for smart manufacturing, logistics and rail.

## No need to fear record-high yields! A Taiwan stock pullback could set the stage for an even stronger rebound; buying opportunities emerge in AI outperformers with “2 major advantages”!

- Published: 2026-08-19T12:41:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581189
- anchor: #n2081721
- Companies mentioned: 摩根士丹利、JPモルガン、米連邦準備制度理事会（FRB）

As U.S. long-term bond yields rise, buying opportunities have emerged in Taiwan's AI-related stocks with fundamentals supported by "higher volumes and price increases." Investors should view the market pullback as an opportunity.

## Overseas ETF regular investment plans surge in popularity! 009814 and 00735 gain traction, with AI power infrastructure emerging as a new investment focus!

- Published: 2026-08-19T12:40:36+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581182
- anchor: #n2081722
- Companies mentioned: 富邦投信、國泰投信、台新投信、永豐金證券、元大證券

The boom in regular investments in overseas ETFs continues, with 009814 and 00735 gaining popularity and AI power infrastructure emerging as a new focus. Investors’ funds are flowing into US stocks, Taiwan and South Korea tech, and energy infrastructure, reflecting a long-term investment trend.

## 〈Focus Stocks〉Rubin Ultra timeline may move up; 健策 gains more than half a limit-up amid a broader market decline

- Published: 2026-08-19T12:36:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581136
- anchor: #n2081723
- Companies mentioned: 輝達、NVIDIA

健策's performance is strong and its share price has surged, driven by increased shipments of B300-series Rubin products and expectations that Rubin Ultra mass production will be brought forward. Its high-profitability business model is expected to continue.

## AI landmine! US tech giants are hiding 3 trillion dollars in “off-balance-sheet liabilities,” equivalent to about 5 times annual capital spending

- Published: 2026-08-19T12:23:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580812
- anchor: #n2081724
- Companies mentioned: Alphabet、Meta、Microsoft、Amazon、Oracle、NVIDIA、Broadcom、SpaceX、AMD、Apollo Global Management、Blackstone、Anthropic、BlackRock、Goldman Sachs

Major U.S. AI-related companies have accumulated $3 trillion in off-balance-sheet liabilities tied to AI infrastructure investment, equivalent to 5 times their annual capital spending. This has heightened concerns about financial risk.

## Revenue Flash - 鼎固-KY (2923) reports July revenue of 6.39億元, up 75.3% year over year

- Published: 2026-08-19T12:20:42+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581150
- anchor: #n2081725

Dinggu-KY (2923) reported July 2026 revenue of NT$639 million, up 75.3% year over year. Revenue for the first seven months rose 151.74% year over year, signaling strong momentum in its real estate business, though July's 28% month-over-month decline drew short-term attention.

## Amodei holds just 2% stake! Anthropic reportedly plans supervoting rights ahead of IPO to resist pressure from outside shareholders

- Published: 2026-08-19T12:20:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580802
- anchor: #n2081726
- Companies mentioned: SpaceX、Meta Platforms、Amazon.com、Altimeter Capital、Dragoneer、Greenoaks、Sequoia Capital

Anthropic is considering governance reforms ahead of an IPO that would give super-voting rights to CEO Amodei and other founders. The aim is to retain control of the company and protect its long-term strategy even if they own just 2% of its shares.

## Exhibition prowess wins recognition! Taiwan named Asia's Best Exhibition Destination for 3 consecutive years; TICC wins Best Sustainability Initiative

- Published: 2026-08-19T12:16:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581116
- anchor: #n2081727
- Companies mentioned: M&C Asia、Northstar Meetings Group

Taiwan was named Asia's best exhibition destination for the 3rd consecutive year at the 2026 M&C Asia Stella Awards, while the Taipei International Convention Center (TICC) won an award in the sustainability category for the first time. The government's MEET TAIWAN strategy and promotion of green meetings received international recognition.

## Phones are growing a “body”: AI is rewriting the boundaries of the smartphone industry

- Published: 2026-08-19T12:12:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580842
- anchor: #n2081728
- Companies mentioned: 榮耀

榮耀 launched the world's first robot phone, equipped with a four-degree-of-freedom titanium-alloy gimbal that gives the phone physical movement capabilities. This marks a key step in AI's shift from the digital world to the physical world, redefining the nature of smartphones.

## Techman Robot showcases its robot vision strategy, taking Physical AI from virtual validation to the production line

- Published: 2026-08-19T12:10:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581113
- anchor: #n2081729
- Companies mentioned: NVIDIA

At the 2026 Robot Show, Techman Robot unveiled its Real–Sim–Real strategy, combining built-in vision with NVIDIA simulation technology to bring Physical AI to production lines and advance smart manufacturing.

## 629.44%! Unitree Technology surges on its first day of trading, with market value topping 400 billion yuan; Wang Xingxing's fortune reaches 130 billion, making him the richest person born in the 90s

- Published: 2026-08-19T12:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581066
- anchor: #n2081730
- Companies mentioned: 影石創新、DeepSeek、中國石油集團崑崙資本、南方電網產融控股、天翼資本、騰訊、中證投資

Unitree Technology shares surged 629.44% on their first day on the STAR Market, giving the company a market value of 444.9 billion yuan. Founder Wang Xingxing, with a fortune of more than 100 billion yuan, became the richest person born in the 90s, reflecting the accelerating capitalization of the humanoid robot industry.

## Jingtian launches a cash capital increase expected to raise 192 million yuan to accelerate clinical trials and commercialization of its lead drug

- Published: 2026-08-19T12:09:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581110
- anchor: #n2081731
- Companies mentioned: 永信藥品

竟天 (6917-TW) is conducting a 192 million yuan cash capital increase to accelerate clinical development of its lead new drug, APC201. It aims to enter the market for treatments for patellofemoral osteoarthritis early.

## Was Bessent right? The U.S. economy may no longer be so “K-shaped”

- Published: 2026-08-19T12:00:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580800
- anchor: #n2081326
- Companies mentioned: Bank of America Institute

U.S. Treasury Secretary Scott Bessent said the "K-shaped economy is over," a view backed by research from U.S. banks. The findings showed that spending and wages among low- and middle-income groups are catching up with those of high-income groups.

## Trump abruptly pauses tariffs! Delays 50% tariff on Canada for 3 days, says U.S. and Canada “have reached an agreement”

- Published: 2026-08-19T11:50:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581107
- anchor: #n2081327

The summary of this item is not shown

## At least five grain ships attacked near Russian Black Sea port, raising risks to food supplies

- Published: 2026-08-19T11:36:01+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580831
- anchor: #n2081328

At least five grain ships were attacked off Russia's Black Sea coast, heightening risks to global food supplies. Military tensions with Ukraine are having a serious impact on trade routes.

## The most dangerous part of the AI bubble revealed! JPMorgan warns of a reversal in the “second derivative”; the real concern is “slowing growth”

- Published: 2026-08-19T11:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580811
- anchor: #n2081329
- Companies mentioned: 摩根大通、摩根大通資產管理、Bill Eigen、CNBC、阿波羅全球管理公司、Torsten Slok、高盛、Goldman Sachs、GS-US、Meta Platforms、META-US、Blue Owl、華爾街日報、Alphabet、GOOGL-US、Amazon.com、AMZN-US、Microsoft、MSFT-US、Nvidia、NVDA-US、路透、Oracle

Facts:
- Hyperscalers' data center capital spending as a share of U.S. GDP could rise from about 1.4% in 2025
- Hyperscalers' data center capital spending as a share of U.S. GDP could rise from about 1.4% in 2025 to 3.1% in 2027
- That would represent an increase of about 1.7 percentage points in just two years
- The growth rate would even exceed the roughly 0.5-percentage-point annual increase in real estate investment as a share of GDP from 2002 to 2005
- Capital spending during the late-1990s telecom and fiber-optic construction boom peaked at about 1.2% of GDP
- Real estate investment accounted for about 6.6% of GDP in 2005

## Two factors could ease tight supply and demand; Q4 freight rate support remains to be seen

- Published: 2026-08-19T11:29:39+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6581073
- anchor: #n2081330

Typhoon-related port closures at major Chinese ports have coincided with low water levels in the Panama Canal, driving up freight rates to the United States. However, support may weaken as demand declines in the fourth quarter, leaving the shipping industry facing continued uncertainty.

## Iranian media: Supreme Leader to appear at an event

- Published: 2026-08-19T11:14:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580852
- anchor: #n2081331

Mojtaba Khamenei, considered the successor to Iran’s supreme leader, was reported to be hosting a religious event as his first public activity since his nomination on March 8. This is an important step in the power succession process and is drawing attention at home and abroad.

## Trump says he will no longer talk with Iran! Says Strait of Hormuz is “open,” but another tanker attack reported in the strait

- Published: 2026-08-19T11:09:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580816
- anchor: #n2081333
- Companies mentioned: カタール外交部、英国海事貿易行動組織（UKMTO）、イラン革命衛隊

Trump rejected dialogue with Iran and called for the Strait of Hormuz to be opened. Meanwhile, an attack occurred, heightening tensions. Qatar continues its mediation efforts.

## Cerebras challenges 輝達 with new AI system several times faster; memory-free design stands out

- Published: 2026-08-19T11:09:28+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6580943
- anchor: #n2081332
- Companies mentioned: 輝達、NVIDIA

Cerebras announced its new CS-4 AI system, claiming it outperforms NVIDIA in processing speed. Its proprietary design that requires no memory and its modular architecture are helping it strengthen its presence in the AI infrastructure market.

## Walking 10,000 steps a day but in too much pain to move? “Bunions” may be to blame! Doctor urges prompt care for 2 symptoms - Heho健康

- Published: 2026-08-19T12:10:08+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/385777
- anchor: #n2082019
- Companies mentioned: Heho健康

Facts:
- Walking tens of thousands of steps every day