AI News 180m Report

2026-08-21 18:00–21:00 JST

350 received, 350 listed, 7 sources ・ Page 4 of 4

One place for news and notices from 2 countries/regions: Japan, 196 items from 1 source; Taiwan, 154 items from 6 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 鉅亨網 (continued)(37)

Original貿聯Q2三率三升 純益季增3成EPS15.28元締新猷

Published ・ Source Taiwan | 鉅亨網

貿聯 (KY) reported its Q2 results. Net profit rose 47.29% year over year to 29.82億元, while EPS reached a record 15.28元. Strong demand for semiconductor equipment and data centers drove growth. The company also announced an M&A deal worth 8.5億 dollars and said it would strengthen its role in the AI data center hardware value chain.

Companies mentioned:Ennovi、Interplex Datacom

<SEMICON> 美光: Taiwan is a global validation base for advanced materials, linking local suppliers to the world

Published ・ Source Taiwan | 鉅亨網

U.S. memory giant 美光 stressed that Taiwan is globally important as a testing hub for advanced semiconductor materials. The company plans to support local suppliers through its materials alliance and promote their global expansion.

Companies mentioned:美光(Micron)、僑力化工、環球晶、崇越、SEMI

競國 posts after-tax loss of 55.38 million yuan in July, wiping out first-half profit and swinging to a loss

Published ・ Source Taiwan | 鉅亨網

Taiwanese PCB maker 競國 posted an after-tax loss of 5538万元 in July 2026, wiping out its first-half profit. It also announced a capital reduction and shareholder-return measures, accelerating its restructuring efforts.

Companies mentioned:定穎 (3715-TW)、健鼎 (3044-TW)、勝宏

German manufacturing shows strong recovery, hitting its best level in more than 4 years

Published ・ Source Taiwan | 鉅亨網

German manufacturing recorded a PMI of 54.1 in August, its highest level in 4 and a half years, signaling a clear economic recovery. Government spending and a manufacturing rebound were the main drivers, bolstering market confidence.

Companies mentioned:Deutsche Bundesbank

<SEMICON> 日月光: Materials alliance must “build high walls” to keep the world relying on Taiwan for the next 20 years

Published ・ Source Taiwan | 鉅亨網

日月光 Vice President 黃義從 said at SEMICON that AI is driving a surge in semiconductor demand and Taiwan should “build high walls” by establishing a materials alliance to strengthen supply chain resilience and ensure the world continues to rely on Taiwan for the next 20 years. The move is key to maintaining Taiwan's irreplaceable position in the global semiconductor industry.

Investment Radar》Fear of a decline doesn't mean staying out; use balanced funds to participate in the market

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Over the past 3 years, balanced funds' share of total market subscription amounts has risen from 24.7% to 43.9%
  • Equity fund returns were 19.4%
  • Balanced fund returns were 15.0%
  • The balanced fund’s volatility was 11.4%
  • compared with 19.6% for stock funds
  • The maximum drawdown was 6.4%
  • compared with 11.6% for stock funds
  • The annualized return of a 100% stock portfolio was about 10.1%
  • compared with about 8.3% for a portfolio allocated 60% to stocks and 40% to bonds
  • The annualized volatility of an all-stock portfolio was about 19.5%
  • while that of a 60/40 stock-bond portfolio fell to about 12.2%
  • The worst annual return for an all-stock portfolio was about negative 43.8%
  • while that of a 60/40 portfolio was about negative 27.3%

Companies mentioned:鉅亨買基金、理柏、彭博、FRED、施羅德環球、富蘭克林華美

〈Taiwan dollar〉 Inflows drive actual trading; volume shrinks as the currency gains 7.7 fen to close at 31.848 yuan

Published ・ Source Taiwan | 鉅亨網

The New Taiwan dollar closed at 31.848 on the 21st, appreciating 7.7 cents, mainly on fund inflows. Other major Asian currencies also trended higher, while expanded bond buybacks by the U.S. Treasury and geopolitical risks affected market movements.

Companies mentioned:元大投顧、統一投顧

Missed out by not using an e-invoice carrier? Finance Ministry adds 500,000 groups of 500-yuan cloud-invoice prizes in each draw

Published ・ Source Taiwan | 鉅亨網

The Ministry of Finance's Taxation Administration announced that it would add 50万 sets of exclusive 500-yuan cloud-invoice prizes for the second half of 2026. The move is expected to encourage use of electronic invoices and contribute to paperless operations and carbon reduction.

〈Property〉 All of Taiwan’s 10 districts with the lowest vacancy rates are in the greater Taipei area; Nangang and Taishan show the most resilient prices and sales

Published ・ Source Taiwan | 鉅亨網

Taiwan’s Ministry of the Interior released data on low-utilization housing in the second half of 2025, with the greater Taipei area accounting for all of Taiwan’s 10 districts with the lowest vacancy rates. Yung Ching Realty said mature amenities and solid demand have helped support home prices, though transaction volumes have generally fallen.

Companies mentioned:永慶房屋

Global TV shipments rose 1.3% year over year in the first half of 2026; brand polarization deepens as RGB Mini LED takes steps toward commercialization

Published ・ Source Taiwan | 鉅亨網

Global TV shipments rose 1.3% year over year in the first half of 2026 to 93.74 million units, the highest level since the pandemic. Major players such as Samsung and TCL are expanding on the strength of their technological and scale advantages, deepening brand polarization as RGB Mini LED enters a key phase of commercialization.

Companies mentioned:Samsung、TCL、Hisense、LGE、Sony、TrendForce

〈Property〉 Borrowing at full tilt: Taiwan’s dual-loan borrowers hit a record 423,000, with nearly 19 in every 100 mortgage borrowers also carrying personal loans

Published ・ Source Taiwan | 鉅亨網

In April 2026, the number of Taiwanese households using both mortgages and card loans reached 42.3万人, a record high. Buoyed by the stock market, more households are taking out additional mortgage loans to invest.

Companies mentioned:信義房屋

The supply-chain financing system led by NVIDIA is gradually expanding

Published ・ Source Taiwan | 鉅亨網

NVIDIA and 6 major financial institutions established a 5000億-dollar fund to build AI factories. The fund uses AI servers as collateral for a new lending model, with support from the U.S. government also in view.

Companies mentioned:NVIDIA、Goldman Sachs、BlackRock、Blackstone、Apollo、Brookfield、KKR、SpaceX、xAI、NEBIUS、CoreWeave

〈Hong Kong stocks after the close〉 Hang Seng rises for a 五th straight session, tops 26000 points as AI and gold stocks lead gains

Published ・ Source Taiwan | 鉅亨網

Hong Kong’s Hang Seng Index rose for a 五th consecutive day, breaking above 26000 points, with AI and gold stocks leading gains. Risk appetite recovered, reversing losses from the previous two weeks and signaling stronger investor confidence.

Companies mentioned:MINIMAX-W、智譜、小米集團、網易、阿里巴巴、赤峰黃金、山東黃金、紫金黃金國際、天齊鋰業、中遠海能、中國人壽、中國平安、恒基地產、泡泡瑪特、網易雲音樂

〈Mainland China stocks after the close〉 Shanghai Composite rises for a second straight session, holds above the 三千九 mark, but still falls 0.56% for the week

Published ・ Source Taiwan | 鉅亨網

China's A-share market rebounded, with the Shanghai Composite Index recovering to 3900 points. Expectations of additional fiscal support and gains in AI-related stocks contributed to the rise.

Companies mentioned:中金公司、英大證券、招商證券

Taiwan stocks hold up on shrinking volume as foreign investors play defense and local investors rebalance? Next week is pivotal, with funds rotating to 「三 major sectors」 after TSMC supports the market

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks rose with support from TSMC, but trading volume did not expand, as foreign investors took a defensive stance and local investors rebalanced. Nvidia’s earnings next week will be a key market focus, with funds rotating toward optical communications, cooling and equipment stocks—the 三 major sectors.

Companies mentioned:台積電(2330-TW)、聯亞(3081-TW)、華星光(4979-TW)、波若威(3163-TW)、光聖(6442-TW)、台達電(2308-TW)、奇鋐(3017-TW)、京元電子(2449-TW)

Tesla officially discontinues solar roof tiles, saying they are no longer economically viable

Published ・ Source Taiwan | 鉅亨網

Tesla has stopped selling its Solar Roof tiles, citing a lack of economic viability. The company will focus on standard solar panels going forward.

Companies mentioned:SolarCity

Taiwan stocks are holding up on the surface, but rotation is underway beneath the surface! Who will lead the next leg?

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 【00631L 台灣50正2】 +26%
  • 【3017 奇鋐】 +44.5%
  • 【2408 南亞科】 +45%
  • 南亞科 and 華邦電 have gained nearly +50% on this run
  • 【2357 華碩】 +43%
  • 【4979 華星光】 +41%
  • 【8299 群聯】 +40%
  • 【3231 緯創】 +43.8%
  • 【2301 光寶科】 +20%

Companies mentioned:台積電、OpenAI、Anthropic、CPO、InP、DRAM、NAND、HBM、台灣50正2、奇鋐、南亞科、華邦電、華碩、華星光、群聯、緯創、光寶科

Taiwan | 風傳媒(26)

Will Chen Hsing-yu have to pay Zhao Chien-ming 100 million? A guide to the confidentiality clause breach as lawyers explain the former son-in-law’s motives

Published ・ Source Taiwan | 風傳媒

In the divorce dispute between Chen Hsing-yu, daughter of former President Chen Shui-bian, and her former son-in-law Zhao Chien-ming, Zhao made public the confidentiality clause in their divorce agreement and demanded 100 million yuan in breach-of-contract damages. Lawyers analyzed its legal validity and the difficulties of enforcing it in practice.

First Lai government official to visit mainland China? Reports say Hung Sun-han will attend the “International Skills Competition” in Shanghai in September; Mainland Affairs Council and Straits Exchange Foundation respond

Published ・ Source Taiwan | 風傳媒

Taiwan Labor Minister 洪申翰 plans to visit Shanghai in September to attend the International Skills Competition. If the trip goes ahead, he will be the first government official to visit mainland China since Lai Ching-te took office. The 陆委会 and 海基会 said they respected the 劳动部’s arrangements, while 中国国台办 stressed that it would handle related matters according to the “one China” principle.

Companies mentioned:劳动部、陆委会、海基会、中国国台办

South Korea’s Hyundai Motor workers launch first full-day strike in nearly 10 years; union demands 50% bonus increase and later retirement age

Published ・ Source Taiwan | 風傳媒

The union at South Korea's 現代自動車 launched its first full-scale strike in 10 years. Talks with the company broke down over demands for a 50% increase in bonuses and a 2-year extension of the retirement age. About 4万人 employees are participating, and production at major plants could be halted.

Companies mentioned:現代自動車

Nearly 20,000 lucky winners announced! Mobile tax filers can win up to 50000 in cash; check the winners list with one click

Published ・ Source Taiwan | 風傳媒

Original財政部がスマホでの確定申告を促す抽選で19,586名の当選者を発表。最大5万円の現金賞を含む多様な賞品が提供され、デジタル化政策の一環として注目されている。

【After-hours Economics】 Is SpaceX’s stock rebound a chance to flee? Lockup expiry for 700 million shares brings heavy selling pressure

Published ・ Source Taiwan | 風傳媒

SpaceX shares have fallen more than 50% from their listing high, wiping out more than 1 trillion dollars in market capitalization. Selling pressure from newly unlocked shares and an excessively high valuation are among the factors, making risk assessment essential for investors.

Companies mentioned:xAI

Tomorrow’s weather/Major shift across Taiwan! Torrential rain to continue “until this day”; expert reveals latest typhoon track

Published ・ Source Taiwan | 風傳媒

Taiwan will remain under the influence of a broad low-pressure zone. Tropical system 94W is expected to approach over the weekend, with rain potentially lasting 4 days in southern areas. Weather authorities have issued warnings of heavy rain.

Companies mentioned:台湾颱風論壇|天氣特急、中央氣象署

Once “beat Chen Shui-bian so badly he was hospitalized,” Han Kuo-yu gives only an 11-character response when asked about Chen Hsing-yu’s divorce

Published ・ Source Taiwan | 風傳媒

Chen Hsing-yu, daughter of former President Chen Shui-bian, confirmed her divorce from Zhao Chien-ming, drawing media attention. Asked about the matter, Han Kuo-yu offered brief well-wishes and did not comment on the details. His past confrontation with Chen Shui-bian in the Legislative Yuan has also drawn renewed attention.

AI transforms memory! Micron CEO says it is becoming a “strategic resource” rather than a commodity, ending the need for price-cutting competition

Published ・ Source Taiwan | 風傳媒

美光's CEO said AI advances are turning memory into strategic infrastructure and moving the sector beyond price competition. The company aims to stabilize supply and demand through large-scale investment in the United States and long-term contracts.

Companies mentioned:Micron、NVIDIA

Would Taiwan stocks surging to 50,000 points before the Mid-Autumn Festival be a bad sign? Du Jinlong flags 2 concerns: the biggest risk is a relentless market rally

Published ・ Source Taiwan | 風傳媒

Veteran analyst Du Jinlong warned that if Taiwan stocks surge to 50,000 points before the Mid-Autumn Festival, a lack of follow-on buying could trigger a sharp correction in the 4th quarter. Investors should proceed cautiously.

Legislature announces new income tax rules! Major changes to next year’s tax filing; latest provisions at a glance

Published ・ Source Taiwan | 風傳媒

Taiwan's Legislative Yuan passed an amendment to the Income Tax Act in its third reading, raising the tax exemption for minor children by 50%. The change will benefit 237万 households and apply from tax filings for 2026.

Why was the emperor’s bed so narrow and small despite his immense wealth? 3 unsettling truths omitted from TV dramas

Published ・ Source Taiwan | 風傳媒

The Qing dynasty emperors' dragon bed at Beijing's Forbidden City was surprisingly narrow, having been made smaller for reasons involving feng shui, warmth, safety and court protocol. This reflected a practical approach to protecting the emperor's health and maintaining stability in government affairs.

Companies mentioned:搜狐網

Once branded the “ugliest boy band,” they went on to conquer the world! The legendary 20-year journey of BIGBANG, the K-pop supergroup no one has been able to replace

Published ・ Source Taiwan | 風傳媒

Korean legendary boy band BIGBANG marks its 20th anniversary, rising from being mocked as “the ugliest boy band in history” to become K-pop royalty. The group announced a world tour and a return to the Coachella stage, demonstrating its irreplaceable global influence.

Companies mentioned:YGエンターテインメント、SMエンターテインメント、DSP Media

Is New Taipei changing hands? Poll shows startling gap between Li Sichuan and Su Qiaohui; Huang Yang-ming: High probability of a crushing defeat in 2026

Published ・ Source Taiwan | 風傳媒

A poll for the 2026 New Taipei City mayoral election shows KMT candidate Li Sichuan narrowly leading DPP candidate Su Qiaohui, 39.3% to 37.3%, a gap of just 2 percentage points. Media personality Huang Yang-ming says the KMT faces a high risk of defeat, with the race tightening.

Companies mentioned:東森民調雲股份有限公司

How much in savings before you are taxed? It’s not based on your bank balance! Bank interest income and the NT$270,000 deduction explained

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • NT$270,000 deduction
  • NT$8 million in savings
  • NT$80,000 in interest
  • 10 million yuan
  • 1.5%
  • NT$150,000 in interest
  • NT$27 million
  • NT$18 million
  • NT$13.5 million
  • NT$20,000 or more

Store water now! Major water outages in 5 counties and cities tomorrow, with the longest lasting 5 days; quickly check whether your area is affected

Published ・ Source Taiwan | 風傳媒

Scheduled and emergency water outages are being carried out in 5 Taiwanese counties and cities for water-pipe work and leak repairs. Some areas will face scheduled water outages lasting up to 5 days, and residents are being urged to store water in advance.

Can’t scrub away yellow toilet stains? Don’t pour in bleach! Expert uses 1 inexpensive item to remove stains completely without scrubbing, quickly restoring a like-new shine

Published ・ Source Taiwan | 風傳媒

For stubborn urine scale and hard-water stains in toilets, acidic substances such as citric acid are more effective than bleach. A British cleaning expert shared an easy, natural cleaning method to help readers maintain hygiene.

Companies mentioned:古宝無患子

2026 Double Ninth Festival senior-citizen gift money is here! Eligible residents in 1 county or city can receive up to NT$10,000 in cash; no application needed, with direct deposit—see eligibility and payment dates

Published ・ Source Taiwan | 風傳媒

彰化縣政府 has announced details of its 2026 Double Ninth Festival senior-citizen gift payment. Residents aged 65 and older can receive up to NT$10,000, deposited directly without an application. Eligibility and payment dates have also been released.

Facts

  • Residents aged 65 and older
  • Indigenous residents aged 55 to 64
  • Registered residents of Changhua County as of Jan. 1, 115, inclusive
  • All payments will be deposited into seniors’ designated accounts by Oct. 18, 115
  • Sept. 21 to Oct. 18, 115
  • Oct. 19 to Nov. 6, 115
  • Claim in person at the county government by Dec. 18, 115
  • The first supplementary payment of the difference will be made on Dec. 30, 115
  • The second round of supplementary payments will be made by Jan. 22, 116
  • Feb. 26, 116

Companies mentioned:彰化縣政府

African American Pearl Harbor hero to be replaced? U.S. media reports Ford-class fourth aircraft carrier may be renamed, with Trump among the options

Published ・ Source Taiwan | 風傳媒

Originalアメリカ海軍が福特級四號航艦の命名を検討中で、非裔英雄ドリス・ミラーからドナルド・トランプに変更する可能性が報じられている。この決定は政治的な意図が疑われ、海軍内部でも議論が続いている。

Companies mentioned:アメリカ海軍、CNN、NBC

Not 萬海 or 長榮! Shipping stock suddenly surges, and 00981A’s new position in “1 stock” hits limit-up! A look at why shipping stocks suddenly soared

Published ・ Source Taiwan | 風傳媒

Taiwanese shipping stocks surged after 00981A added 慧洋-KY as a new holding. Expectations of a recovery in shipping conditions and a rotation of funds were behind the move.

Facts

  • Hit the limit-up price of NT$124.5 intraday
  • Share price reached a roughly 15-month high
  • Share price peaked at NT$21.31
  • Shot straight up to the NT$104 limit-up price intraday
  • Also hit the NT$18.75 limit-up price

Companies mentioned:萬海、中櫃、慧洋-KY、四維航、益航、陽明、長榮、野村全球航運龍頭ETF、統一台股增長、AI、PCB、裕民、新興、正德

Winners of Taichung’s Xinshe premium mushroom competition announced; creative marketing of “Mushroom Kuai Kuai” showcases Taiwan’s leading mushroom

Published ・ Source Taiwan | 風傳媒

The Taichung City Government Agriculture Bureau hosted the Xinshe premium mushroom competition, with Gao Zhaoming taking first place. It also launched “Mushroom Kuai Kuai” co-branded products to strengthen the brand’s connection with younger consumers and boost the market value of Taiwan’s leading mushroom.

Companies mentioned:財團法人中國生產力中心

Don’t just pan-fry salmon! Insiders add 1 step before cooking for “tender, juicy, and never dry” results; savory, flavorful, and foolproof

Published ・ Source Taiwan | 風傳媒

A method for pan-frying salmon without drying it out is introduced. The guide explains how to use rice wine and water to steam-braise the fish and achieve a crisp exterior and juicy interior.

Could 國巨 return to its former glory? Expert names “5 targets” as negative deviation widens; this 1 stock is suitable for adding to positions

Published ・ Source Taiwan | 風傳媒

Taiwan stocks climbed back above 45,000 points, putting 國巨 in the spotlight as its negative deviation widened significantly. Experts say it could rebound in a double bottom if it holds above the previous low on the monthly moving average. 聯電, with a negative deviation of 16%, is seen as a stock to add to positions.

Companies mentioned:台積電、聯電、旺宏、立隆電、華新科、群創、川湖

Final regular session of the council begins! Kang Yu-cheng: Terms have an end, but Kaohsiung’s progress does not; Chen Chi-mai thanks the council for 6 years of support

Published ・ Source Taiwan | 風傳媒

The Kaohsiung City Council opened its fourth term’s eighth regular session. Mayor Chen Chi-mai thanked the council for 6 years of support, while Speaker Kang Yu-cheng stressed that Kaohsiung’s progress has no end and called for the city government and council to work together to complete the final projects.

Seven-star lantern prayers offer blessings as tech veteran Hsuan Ming-chih regains consciousness and recovers

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • On the 19th of last month

Companies mentioned:聯電

Taiwanese original meets Japanese classic—《奇談島航》 and 《GHOST IN THE SHELL∕攻殼機動隊》 to serve as co-opening films at Taichung International Animation Festival

Published ・ Source Taiwan | 風傳媒

The 2026 Taichung International Animation Festival will be held in Taichung from Oct. 3 to 10, under the theme “VIBE,Pulse.” It will open with the Taiwanese original animation 《奇談島航》 and a 4K-restored version of the Japanese classic 《GHOST IN THE SHELL∕攻殼機動隊》.

Companies mentioned:台中市政府新聞局、台中市影視發展基金會、Production I.G

Cutting off just the moldy corner and eating the rest could mean swallowing toxins! Nutritionist warns of high risks in soft foods; reheating may not make them safe

Published ・ Source Taiwan | 風傳媒

Taiwan’s humid summers make food prone to mold. Nutritionists warn that soft foods may still contain toxins even after the moldy part is cut off, and recommend discarding the entire portion. Reheating cannot completely eliminate the risk.

Companies mentioned:好食課

Taiwan | 環球生技月刊(4)

Original基亞(3176)新藥OBP-301正式上市銷售-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Companies mentioned:基亞、基亞公司

訊映 (4155) adjusts capital reduction ratio to 10.36916830%; capital reduction record date set for 8/13 (correction) - Global Bio & MedTech Monthly

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Companies mentioned:訊映、4155

Original啟新(7837)接獲北榮設備採購得標通知,決標金額約1.50億元-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Companies mentioned:啟新、臺北榮民總醫院

Original科妍(1786)透明質酸、關節腔注射劑等產品取得巴拿馬銷售許可證書-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

  • Announcement date: 115/08/21

Companies mentioned:科妍、1786科妍公司

Taiwan | Heho健康(2)

Is yin energy stronger in lunar month 7? Chinese medicine doctors recommend 2 teas to ward off negative energy and protect yang energy during Ghost Month - Heho Health

Published ・ Source Taiwan | Heho健康

Summary not yet available

威德益生菌 for bedtime use: Doctors’ 4 reminders for sleep supplements - Heho Health

Published ・ Source Taiwan | Heho健康

Summary not yet available

Facts

  • Original約 4 成的受訪者「作息較不規律」

Companies mentioned:威德益生菌、精神健康基金會

Taiwan | 照護線上(1)

If people with diabetes do not keep their blood sugar under control, can our respiratory tract also be affected?

Published ・ Source Taiwan | 照護線上

Summary not yet available

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