314 received, 314 listed, 6 sources ・ Page 3 of 4
One place for news and notices from 2 countries/regions: Taiwan, 195 items from 5 sources; Japan, 119 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
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Facts
Companies mentioned：中華民國老人福利推動聯盟、NPO
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Companies mentioned：集邦科技、TrendForce
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Companies mentioned：日本防衛省、日本經濟新聞、自衛隊、美國
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Facts
Companies mentioned：日經亞洲、中國海關、光學產業、晶片設備製造商、航太供應商
Taipei Mayor Chiang Wan-an announced that he would not individually campaign for Taiwan People's Party councilor candidates, casting a shadow over the blue-and-white alliance. Qin Huizhu suggested that support from 小草 could shift to Shen Po-yang.
Taiwan President Lai Ching-te announced a monthly NT$4,000 allowance for the military's Category 3 combat units starting in July. 國防部 explained the budget source and said about 13% of service members, including news officers, are ineligible. The measure aims to strengthen the joint operations support system.
Taiwan's Executive Yuan has refused to countersign bills passed by the Legislative Yuan at third reading 4 times, prompting Legislative Yuan Speaker Han Kuo-yu to criticize the move as unconstitutional. Premier Cho Jung-tai hit back, deepening the political standoff.
As Taiwan's armed forces struggle to recruit volunteers, people who have already completed mandatory military service are being turned away from switching to volunteer service because of their psychiatric treatment history. Meanwhile, the military has suggested that changing one's sex could exempt them from reserve call-up training, laying bare contradictions in the system.
Automotive data platform 車書Carbook has launched a service publishing both purchase prices and reference retail prices to address information asymmetry in the used-car market. The service will enable buyers and sellers to make fairer transactions.
太平洋旅行社 sent employees to the Arctic to improve the quality of its high-end polar travel services through firsthand experience of the itineraries. This was not simply a reward, but part of a mobile training program.
Regent Galleria is holding its 'Golden Week Shopping Privileges' from August 26 to September 14, bringing in Taiwan's first gallery-style flagship gold store, Chow Sang Sang, and offering high-value purchase rewards and limited gifts to reinforce its status as a high-end retail landmark.
Companies mentioned：Chow Sang Sang、HARRY WINSTON、BOUCHERON、BVLGARI、ROLEX、CHAUMET、DAMIANI、BRUNELLO CUCINELLI、GIORGIO ARMANI、LORO PIANA、ETRO、MAX MARA、ISSEY MIYAKE、GIANVITO ROSSI、ANNE FONTAINE、TOD’S、STEFANO RICCI、TUMI、BAO BAO ISSEY MIYAKE、LA CASA DEL ARTESANO、SISLEY、舊振南、噶瑪蘭威士忌、CHA CHA THÉ、CHARM VILLA、PIERRE HERMÉ、JEAN-PAUL HÉVIN、LADY M、TSUBAKI SALON
By 2026, cloud AI will make AI features available on many older smartphones. However, the latest models will still be needed for offline and real-time processing. Compatibility will vary between iPhone and Android.
Companies mentioned：Apple、Google、Samsung、Microsoft、OpenAI
13 CAFÉ at the New Taipei City Shihsanhang Museum of Archaeology won silver at the 2026 French Design Awards, making it the country's only archaeology-themed café. It blends culture, sustainability and community participation, allowing visitors to experience the appeal of archaeology while dining.
Companies mentioned：里仁社會企業、玄米大吟釀、甜素sweet vegan、千歲咖啡
台湾证券交易所 announced changes to the odd-lot trading system starting December 7, 2026, moving the opening time up to 9 a.m. to coincide with the regular-lot market and introducing measures including pre-opening information disclosures to improve convenience and market efficiency.
Companies mentioned：台湾证券交易所
China is effectively delaying exports of key materials such as germanium and quartz to Taiwan, causing serious supply chain disruptions for Taiwan's semiconductor, optics and aerospace industries. The move is seen as part of geopolitical pressure.
Companies mentioned：工研院、中国海関総署
Taiwanese snack brands 乖乖 and 義美食品 have released limited-edition products featuring designs based on the armed forces' new equipment to mark 九三軍人節. The initiative has drawn attention as a novel way to foster a culture of defense awareness in everyday life.
Companies mentioned：乖乖、義美食品、枝仔冰城
Taiwan's 國防部-backed NT$210 billion special act for uncrewed vehicles failed to pass after cross-party talks collapsed. 國防部 expressed regret and stressed that procurement would be spread over several years to keep pace with technological advances and ensure modern combat capability.
商總 Chairman Hsu Shu-bo's application for Mid-Autumn charter flights from Xi'an and Kunming to Taiwan was rejected because the dates did not meet regulations. Mainland Affairs Council Deputy Minister Liang Wen-chieh said the proposal would be welcomed if the flights were rescheduled to fall within the holiday period. The case reflects hopes and obstacles surrounding the resumption of cross-strait direct flights.
Companies mentioned：中国東方航空、商總
China has restricted exports of key materials such as germanium and quartz to Taiwan, disrupting supply chains in the optics, semiconductor and aerospace industries. The move is being used as a tool of geopolitical pressure.
Original台湾株価が4万5を割り込み、市場の不安が高まる中、投資家「株海老牛」が盤前チェックすべき3つのシグナルを提示。油価、海外市場動向、恐怖・貪欲指数の観察が重要。
Companies mentioned：国泰世華銀行
In a case where a decedent withdrew 10 million yen while seriously ill, the family could not explain how the money was used, and 8 million yen was included in the estate. The National Taxation Bureau is closely monitoring opaque transfers of funds.
Companies mentioned：財政部臺北國稅局、財政部北區國稅局
Guan Xiaotong was ranked No. 1 among mainland China's post-95 actresses for her acting ability and nationwide recognition. Zhao Lusi, Zhang Jingyi and others followed, while the rise of the post-05 generation also became clear.
Companies mentioned：東申未來、BEAUTY美人圈
Taiwan will be affected by a low-pressure belt and southwesterly winds over the coming week, bringing heavy rain across the island for 7 straight days, with torrential rain possible in central and southern areas. The 18th typhoon, Saudel, is strengthening and approaching; its path remains uncertain, and weather authorities are monitoring it closely.
Taiwan Power Company is moving ahead with a plan to replace aging underground cables in 18 districts across the six special municipalities, strengthening urban power resilience and ensuring a stable electricity supply.
People with higher incomes tend to have more diverse income sources, making it easier to miss items on their tax returns and potentially leaving them liable for later tax bills from the National Taxation Bureau. Investment income, side jobs and overseas income are particularly easy to overlook.
A Reuters/Ipsos poll found that 69% of Americans are concerned that President Trump’s private businesses are influencing policy. His family is said to have earned more than $1.4 billion from cryptocurrency in 2025, raising concerns about the entanglement of politics and money.
三 major institutional investors have been buying Taiwan stock ETFs heavily since August. Actively managed ETFs have performed particularly well, reflecting capital flows and confidence in a long-term bull market for Taiwanese stocks.
Companies mentioned：凱基投信、國泰投信、復華投信
Taiwan's 3 major institutional investors concentrated their buying in shipping stocks, with 陽明 seeing net purchases of more than 56,000 lots. By contrast, 力積電 saw net sales of 36,000 lots, highlighting a clear rotation of funds between sectors.
Companies mentioned：陽明、長榮、萬海、力積電、華新科、友達、兆豐金、第一金、中信金、玉山金、台積電、南亞科、華邦電、中鋼、台泥、漢翔、遠東新、復華、元大、群益、統一、富邦、凱基、國泰
Original台湾裕隆集团旗下的中华汽车尽管整体股价表现不佳，但其商用车业务表现稳健，被誉为裕隆集团中的“鲜花”。财经作家叶育碩指出，中华汽车的本业获利能力强，但市场对裕隆集团的负面评价拖累了其股价。
Companies mentioned：裕隆集团、中华汽车
Taiwanese film 大濛 has been selected as Taiwan's entry for the 2027 Academy Award for Best International Feature Film. The Ministry of Culture praised its universal appeal and artistic accomplishment.
The Agriculture and Food Agency explained how to tell when an avocado is ripe, how to ripen it, and how to store it. Judge by the stem and feel rather than color, and ripen it naturally with bananas or rice. Freezing can preserve freshness for 1 month.
Original台湾中油警告民眾，等到油箱燈亮才加油會損壞油泵與油路，建議油量剩1/4時就加油，並提供9項養車撇步以延長車輛壽命。
Companies mentioned：台湾中油
The small cylinder on a charging cable is not a decoration but a ferrite core that suppresses electromagnetic interference. It plays an important role in keeping electronic devices operating stably and is one example of thoughtful design.
Companies mentioned：Texas Instruments、TDK Corporation、Würth Elektronik
Taiwan Water Corporation will carry out planned water outages in 8 counties and cities on August 21, lasting up to 10 hours, due to pipeline replacement and maintenance work. Residents should store water in advance to prepare for the disruption.
As power consumption by AI servers rises, power device maker Pan Jit International (2481) is attracting attention. Its share price has pulled back from its high, but institutional investors see growth potential and have raised their target price to 205 yen.
Taiwan's National Taxation Bureau disclosed a case in which an unreported transfer of money from a parent to a child was treated as a gift, resulting in more than 930,000 yen in back taxes and penalties. The case highlights the need for legal agreements when transferring funds between relatives.
Companies mentioned：財政部南區國稅局
Taiwan stocks rebounded today to reclaim the quarterly moving average, rising 214.39 points to 44,933.74, while turnover fell to a new low of 793 billion yuan. Kuo Hsiu-cheng of Taishin Securities Investment Trust said the electronics sector’s peak season is approaching and that the AI supply chain and high-dividend assets have long-term potential.
Companies mentioned：緯穎、華碩、廣達、技嘉、金像電、景碩、長榮、陽明、萬海、慧洋-KY、新興
Kanazawa City in Ishikawa Prefecture has joined Tainan City's Japan Friendly City Mutual Discount Program, offering Tainan residents free or discounted admission to 2 museums. The cultural exchange, based on historic ties, is deepening.
A subsidiary of Fubon Financial Holdings has launched tailored anti-fraud initiatives for military personnel, new immigrants, parents and children, and investors. By combining expertise with the needs of each group, the effort aims to improve risk awareness and strengthen everyone’s ability to protect themselves.
Companies mentioned：國防部、南洋台灣姊妹會、台灣大哥大、走著瞧 (Gogolook)、民間反詐騙協會、刑事警察局、銘傳大學
Changhua County will resume 卦山大縱走 in September 2026. The event takes participants along 8 hiking trails and offers limited-edition merchandise and a chance to enter a raffle. It aims to boost local tourism.
The Philippines startup alliance BiCoRSE visited Kaohsiung and held technology and market exchanges with 4 sustainable startup teams supported by the Youth Bureau. The aim is to foster collaboration between young entrepreneurs in Taiwan and the Philippines and help them enter Southeast Asian markets.
Companies mentioned：比科爾大学、国立高雄大学、沃特永続科技（SimuGro）、迎蜂（ingStingless Bee LTD.）、艾達特（ADAPTOR）、富升包装（LAPAK）
The Tainan City Government’s Environmental Protection Bureau explains how to sort online shopping packaging correctly: remove contaminants from cardboard boxes and flatten them for recycling. Incorrect sorting can result in a fine of up to 6,000. The measure aims to improve resource reuse.
Taichung City’s Transportation Bureau has introduced a Snoopy-themed self-driving bus, combining smart technology with a cartoon character to promote traffic safety. Rides are expected to open to the public this fall, showcasing the city’s digital transformation.
Companies mentioned：Peanuts Worldwide
天光雜貨店 is holding its 好客秋聚大賞 for the 2026 Mid-Autumn Festival. Working with 18 Hakka brands, it is offering 32 products across 4 themes, providing options for corporate gifts and family gatherings.
Companies mentioned：五仁果油、醬媽媽芝麻專門店、魚咬豬、RE'ME果菓、Sweet Sugar甜蜜糖手作、福樂三安、新百王、掌櫃食堂、威丞嚴選、龍德米庄、樸樸草花園、湯記口味肉鬆老店、貝貝兒莫里X恆器製酒、竹峰茗飲、蘭園養蜂場、梅花冰手工雪糕、朵芯療癒香氛
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Companies mentioned：MAZDA、台灣馬自達
South Korean stocks surged more than 6% in a single day, buoyed by SK海力士’s treasury share buyback, but analysts warn that this is an illusory rally supported by sacrifices from retail investors. Taiwan stocks may be consolidating, but they are in a period of capital accumulation and are expected to turn upward after the Mid-Autumn Festival. Veteran investors understand that Taiwan stocks have their own rhythm.
Companies mentioned：SK海力士、三星電子
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Companies mentioned：《長樂曲》、《畫夢錄》、《京城奇探》、《你的降臨》、《見面吧就現在》、《冒姓瑯琊》、《九義人》、《執筆》、《俠探簡不知》、《御賜小仵作》、《花開錦繡》、《長相思》、《白月梵星》、《當我飛奔向你》、騰訊
Associate Professor Chao Ming-wei of Chung Yuan Christian University recommends freezing coffee beans as the proper storage method. He warns of the risk of mold contamination in Taiwan's hot, humid climate and points out the dangers of storing beans incorrectly in the refrigerator.
Taiwanese people often buy 5 kinds of fruit, including mangoes and watermelons, incorrectly because of misconceptions. To choose well, consider appearance, aroma, weight and texture rather than looking only at color or size. This information can help consumers make better purchases.
Hsinchu City held the 2026 Technology City Industry Forum. Mayor Kao Hung-an said industry, government, academia and research sectors would work together to advance semiconductor sustainability, AI innovation and ESG practices, strengthening technological resilience and international competitiveness.
Companies mentioned：台積電、世界先進、新思科技、元太科技、遠見雜誌
A Hsinchu County government team led by Magistrate Yang Wen-ke visited Portugal and toured Unicorn Factory Lisboa. The team studied its innovation cluster model and explored new opportunities for industrial, cultural and urban exchanges between Taiwan and Portugal.
Companies mentioned：Urhomeグループ
中國信託金控’s employee cafeteria has earned an “Excellent” rating in the Taipei City Health Department’s food service hygiene management grading for the 3rd time, becoming the first in the financial industry to do so and demonstrating its commitment to food safety and employee well-being.
Taiwan's industrial insurance sector is expected to reach more than 300 billion yuan in new policy premiums this year. Chairperson Chen Wan-hsiang called for greater emphasis on loss prevention, stressing a shift toward risk prevention as a social responsibility.
Companies mentioned：南山產險、新安東京海上產險、華南產險、中央再保險、科法斯、裕利安宜
The number of Filipino migrant workers traveling to Taiwan has surged, with the population in Taiwan exceeding 190,000. The Taipei Economic and Cultural Office in the Philippines has lifted temporary restrictions on visa applications and resumed normal processing.
Companies mentioned：日月光、台積電供應鏈
中鋼 posted pretax net income of 29.94億元 in the first 7 months, swinging from a loss to a profit, mainly due to increased steel product sales and revenue growth. The results reflect a recovery in the industry and are a key indicator for Taiwan’s heavy industry.
The Kuomintang’s Taipei City branch is promoting coordinated vote allocation across all electoral districts for the first time, aiming to win all 33 council seats. Media figure Huang Yang-ming analyzed the key factors determining its success, citing lessons from the DPP’s “Four Seasons Red” experience and noting that voter compliance and the number of high-polling candidates are central variables.
Companies mentioned：民眾黨、台聯
To complement the 2026 domestic travel subsidy program, the Taichung City Tourism and Travel Bureau has launched 4 bonus promotions, including prize draws, doubled shopping points, souvenir deals and accommodation packages, to attract more visitors. The move strengthens Taichung’s tourism competitiveness.
The Taichung Toy Bank has set up 7 new exchange stations and collected more than 2.6萬 kilograms of toys, promoting toy sharing and a sustainable circular economy. Families can bring clean toys to exchange, reducing waste and teaching children to value and take care of their belongings.
Companies mentioned：台中市社會局
Associate Professor Tsai孟㯣 of I-Shou University has won recognition in the Graphis 2026 advertising awards for 翅殤, a work that uses the issue of shark conservation to prompt social reflection. The award shows that Taiwan’s design talent is receiving international recognition.
台積電’s Arizona plant posted revenue of more than 400億元 in the 2nd quarter of 2026, accounting for 3% of profits. This shows that its US production capacity is gradually maturing, with strategic significance for global supply chains and the domestic US semiconductor industry.
Companies mentioned：台積電、輝達（NVIDIA）、蘋果（Apple）、美國銀行（Bank of America）
South Korea's trade regulator named 4 companies from China and Taiwan, saying low-priced imports of solid sodium hydroxide are affecting South Korea's supply chain. It proposed anti-dumping duties, with a rate of up to 38.89% potentially applied to Taiwan's 台塑.
Companies mentioned：台塑、Sky Impex、Dongrui、Unilion
Taipei New Horizon hosted a “Distinguished Guests’ Salon” lecture, inviting Chen Chien-chi and Chen Yen-chih to discuss the irreplaceable emotional moments at concerts. Through music and visual design, they emphasized that human sensitivity remains at the heart of creativity in the age of technology.
Companies mentioned：必應創造
Taichung City Government has approved the legalization of land use for two more factories, bringing the cumulative total to 52 cases. 寶達精業 and 吉律工業 specialize in torque tools and medical devices, respectively, demonstrating the resilience of local manufacturers as they continue to invest and transform.
Taiwan's opposition led 500 retired police officers and firefighters in a protest outside the Executive Yuan. Taiwan People's Party member Huang Kuo-chang called Premier Cho Jung-tai a “corrupt official” and demanded pension payments. The failure to implement laws passed at third reading is at issue.
At the 據點美食大賞 hosted by 桃園市政府, seniors and volunteers worked together to serve healthy dishes. Creative menus using local ingredients were praised, drawing attention to the initiative's efforts to support seniors' health and energize local communities.
Companies mentioned：桃園市政府
Original台湾の経済部は、中東情勢によるエネルギー価格高騰に対応するため、台電と中油に2200億円規模の補助を検討。物価安定のため価格凍結が続き、両国営企業は年間1200億円超の赤字。この措置は民生保護と企業安定運営の観点から重要。
Companies mentioned：台電、中油
The Kuomintang criticized a notice sent by a prosecutor general to village chiefs opposing vote-buying, saying it unfairly cast suspicion on cross-strait exchanges. It raised concerns about political intimidation by judicial authorities and called for clear legal boundaries.
Some bus stops in Kaohsiung use yellow S-shaped wavy road markings to make them easier to identify and reduce illegal parking. The design has not been widely adopted since a trial began in 2015, and illegal parking is subject to fines under regulations.
With 100 days to go before the 2026 nine-in-one elections, polls show tight races in battleground districts including New Taipei, Taichung, Changhua and Kaohsiung. Changes in support among swing voters and for political parties will be key to the outcome.
Companies mentioned：ETtoday、新台灣國策智庫、鉅聞天下新聞網、震傳媒
KMT New Taipei mayoral candidate Lee Chuan was accused of breaking his pledge not to establish a campaign headquarters. DPP Legislator Lin Chu-yin criticized him for breaking his word and called on him to withdraw from the race. The incident highlights the issue of political integrity.
The 2026 Taichung Shigang Hot Air Balloon Carnival will feature the world’s only Mazu-shaped hot-air balloon, which will join a local Mazu statue in praying for blessings, showcasing the unique appeal of combining faith and tourism.
Companies mentioned：台東天后宮、石忠宮
The Kaohsiung City Government is releasing “Kaohsiung, Moving at Full Speed! 2314 Days of Extreme Transformation,” a book documenting Mayor Chen Chi-mai’s six years in office. Preorders open tomorrow. Tsai Ing-wen and Su Tseng-chang have both recommended the book, with Su also revealing Chen’s sentimental side in private, bolstering his public image.
Companies mentioned：博客來、誠品、momo
仲夏夜之夢 in Yonghe District, New Taipei City, marked its 30th anniversary, featuring 5 Golden Melody Award-winning singers. Nearly a thousand people attended, making the event a success as a cross-generational music gathering.
Companies mentioned：永和区公所
Original中国の民間占いによれば、虎・馬・蛇・牛の4つの干支は中年期に経験や人脈を活かして財運や事業で飛躍する可能性がある。これは38歳前後を境に人生の転換点を迎えるという説に基づく。
Companies mentioned：搜狐網
The personalized mRNA cancer vaccine intismeran, developed by Moderna and MSD, succeeded in a Phase III trial for melanoma, sending Moderna's stock soaring 177%. The result is a world first and could mark a paradigm shift in cancer treatment.
Companies mentioned：Jefferies、美銀、花旗、摩根大通、バークレイズ、四川科倫博泰
潤德 reported first-half 2026 earnings per share of NT$9.51, up NT$1.0 year over year. Revenue was flat, but profit grew, and the gross margin rose to 21%. Outstanding construction orders reached NT$5.9 billion, pointing to solid project execution and market demand.
The U.S. stock market faces a risk of a 10% to 20% correction by the end of this year amid seasonal factors, overheated investor sentiment and slowing corporate earnings. Technology stocks could lead the decline, and investors should remain cautious.
Companies mentioned：Yardeni Research、Bank of America、Earnings Scout
Taiwan's AVer (円展) announced its AI office strategy, focusing on 3 areas: AI reception, AI workspaces and AI digital signage. It aims to meet businesses' needs for greater intelligence and expand sales of high-value-added products.
Companies mentioned：Microsoft
Original基士德-KYが2026年上半期の業績を発表。營收5.63億元、稅後純益607萬元を計上し、前年同期比で黒字転換。中国大陸市場での転型布局が成果を上げ、台湾では高科技産業向けの智慧水務技術を強化。
Companies mentioned：基士德-KY
Original台湾株式市場は本日、台積電と運輸株の支えで44933.74ポイントまで上昇。外資が37.82億円を買い越し、貨櫃三雄とDRAM二強に注目した。
Companies mentioned：台積電、陽明、萬海、長榮、南亞科、華邦電、中鋼、聯電、台泥、漢翔、兆豐金、遠東新、聯發科、華新科、中信金、友達、仁寶、玉山金、彩晶、南亞、光寶科、凱基、元大、統一、合庫金、可寧衛*、日電貿、大毅、華南金、大聯大、微星、矽格、旺宏
TrendForce released its forecast for panel prices in late August. Demand in the TV market remains firm, with major brands' Q3 procurement demand up 15% from the previous quarter. TV panel price declines are narrowing, with prices for 32-inch to 75-inch panels forecast to fall by 1 dollar in August. Demand for monitor panels is soft, but prices are stable; laptop panel demand is sluggish, but prices are expected to remain stable.
Companies mentioned：TrendForce
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Companies mentioned：OpenAI、Downdetector、Google
Research firm Counterpoint Research forecasts that the consumer wearable market will grow 12% annually from 2026 to 2032, generating cumulative revenue of more than 1 trillion dollars. Smartwatches and TWS devices will lead the market.
Companies mentioned：Counterpoint Research
Taiwan's stock market is consolidating near record highs, but sustained AI demand is keeping its bullish structure intact. NVIDIA's earnings and the central bank's annual meeting will be the next turning points for the market.
Companies mentioned：台積電、鴻海、世芯、大立光、上詮、國巨
Taiwanese optical fiber component maker 萊德光電-KY reported first-half 2026 net profit at more than 70% of its full-year total for the previous year, driven by growth in its low-orbit satellite-related business. Shipments of laser communications components are expanding.
Original中鋼7月税前利益は6.55億円で前月比55%減、だが累計1～7月は29.94億円と前年比黒字転換。AI需要と中国減産が鋼市回復を後押し。
威宏-KY posted net profit of NT$94.6 million in the second quarter of 2026, its highest in nearly 5 quarters. The result was driven mainly by a rebound in orders and improved production efficiency, showing that its multinational manufacturing footprint is gradually paying off.
瑞磁ABC-KY posted first-half after-tax net profit of NT$49 million, returning to profitability, mainly due to an increase in new customers for human medical diagnostics and rising demand for digital biological barcodes in the animal health market. The growth shows its technology is gaining market recognition and is internationally competitive.
India's Ministry of Communications announced interim standards for 26GHz-band millimeter-wave Wi-Fi, and networking equipment maker 正文 is getting ahead of the market with its proprietary WoMT technology. The technology is drawing attention as a low-cost, high-speed connectivity solution for areas lacking infrastructure.
Companies mentioned：Airtel、Jio、Vodafone Idea、BSNL
工研院 and AMRA released a new mobile robot standard that for the first time includes performance testing for legged robots. They also introduced guidelines for robot-friendly environments to accelerate the rollout of smart applications, a move considered crucial to the development of Taiwan’s robotics industry.
Companies mentioned：格斯科技、德凱宜特、創盟電子、光宝科技、研華科技、邁啟科技、精密機械研究發展中心、資訊工業策進會、台灣智慧自動化與機器人協會
Morgan Stanley warned that tight supplies of mature-node DRAM and SLC NAND will persist through 2026. Prices are set to rise further, with DDR4 forecast to climb 50% in the third quarter in particular.
Companies mentioned：三星、SK海力士、美光、輝達、瑞銀、摩根士丹利、美銀行
Port facilities on the Black Sea were attacked, disrupting wheat exports. Supply risks have increased for major importers such as Egypt and Indonesia, pushing prices higher. This is a serious concern for food security.
Companies mentioned：Argus Media
Taiwan's stock market lacks direction amid lower trading volume, making stock selection and short-term trading key. Thermal management and optical communications have re-emerged as major themes.
Companies mentioned：奇鋐(3017-TW)、光聖(6442-TW)、華星光(4979-TW)、台積電(2330-TW)
The New Taiwan dollar rebounded today to close at NT$31.925, staying above the psychological threshold of NT$32 and reflecting market confidence in U.S. fiscal policy. The move highlights the sensitivity of Asian currencies to the competing pressures of U.S. and Chinese policies.
Companies mentioned：統一投顧、群益投顧
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Facts
Companies mentioned：統一全球新科技基金、鉅亨買基金
Summary not yet available
Facts
Companies mentioned：AWS、亞馬遜、Amazon Web Services、威剛、威剛智聯、ADATA AI
At the 2026 Taipei International Industrial Automation Exhibition, Moxa analyzed how Taiwanese manufacturers could expand business opportunities in industrial networking and edge AI amid the non-China supply chain trend and the EU's CRA regulations. The semiconductor and energy sectors are leading the way.
Hong Kong stocks fluctuated higher throughout Thursday, with the Hang Seng Index rising 0.8%, led mainly by the biopharmaceutical and gold sectors. Clinical results for a cancer vaccine from a U.S. vaccine giant and falling U.S. Treasury yields drove sharp gains in related stocks, while mainland property stocks also rose amid new real estate policies in Shanghai.
Companies mentioned：莫德納、默沙東、雲頂新耀、康希諾生物、中國生物製藥、紫金黃金國際、周生生、老鋪黃金、龍湖集團、快手、玖龍紙業、嗶哩嗶哩、華泰證券
Original台湾の7月外销订单が979.4億ドルに達し、AI・高性能計算需要の高まりにより前年比61.9%増。18カ月連続の増加で歴史的新高を更新。
Major Chinese A-share indexes rose, while the LPR was left unchanged for the 15th consecutive month. This signals stable monetary policy and bolsters market confidence.