AI boom lifts listed and OTC companies' first-half revenue and profits to a 10-year high
Published ・ Source Taiwan | 中央社 CNA
Taiwan-listed and OTC companies posted record first-half revenue and profits in 10 years, benefiting from AI opportunities and strong performance across the technology supply chain.
Facts
Listed companies (excluding primary-listed companies) recorded cumulative operating revenue of NT$27.4277 trillion in the first half of this year
Up 32.83% from the same period last year
Pre-tax net profit was NT$3.6772 trillion
Up 92.88% from the same period last year
The semiconductor industry's pre-tax net profit reached NT$2.02 trillion
An annual increase of NT$947.8 billion, or 88%
The electronic components industry... posted pre-tax net profit of NT$233.6 billion
An annual increase of NT$124 billion, or 113%
The computer and peripheral equipment industry... recorded profits of NT$337.1 billion
Up NT$122.8 billion, or 57%, from the same period last year
OTC companies (excluding primary OTC-listed companies) recorded cumulative operating revenue of NT$1.8044 trillion in the first half of this year
Wu Tsai-yi: Advancing financial transition and digital innovation on parallel tracks, with 3 parties working together to drive development
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
Global climate finance totaled US$2 trillion in 2024
Economic activity must be aligned with 6 environmental objectives
Green fintech rests on 3 pillars: matching capital with projects, assessing financial and climate risks, and tracking and trading sustainability performance
Will the U.S. Push Chinese Banks Out of the Dollar System? Beijing Has Already Prepared a Way Out
Published ・ Source Taiwan | 鉅亨網
The U.S. has threatened to exclude Chinese banks that help Iran evade sanctions from the dollar system. China is seeking a backup through its Cross-Border Interbank Payment System (CIPS). The move underscores rising financial and geopolitical tensions between the U.S. and China.
〈U.S. Stocks Early Trading〉Chip Stock Rebound Lifts Major Indexes at the Open; Nvidia Earnings a Crucial Test for the AI Rally
Published ・ Source Taiwan | 鉅亨網
Major U.S. stock indexes opened higher Tuesday, buoyed by a rebound in chip stocks and a pullback in oil prices. The market is focused on Nvidia's earnings and inflation data as the AI rally enters a crucial test.
Japan's Bond Turmoil Comes at a Cost! Debt-Servicing Costs to Surge to $230 Billion Next Year, a Record High
Published ・ Source Taiwan | 鉅亨網
Japan's government bond repayment and interest costs for fiscal 2027 are set to reach 36.6 trillion yen, a record high, as rising interest rates and expansionary fiscal policy intensify pressure on public finances.
Microsoft Employees Reveal AI Spending; One Person Burned Through $28,000 in a Month
Published ・ Source Taiwan | 鉅亨網
Microsoft employees have voluntarily disclosed their AI usage costs, with the highest monthly bill reaching $28,000. The move reflects companies' efforts to integrate AI, but usage is not directly tied to compensation, making the figures a noteworthy industry indicator.
Jack Ma Boosts Stake for Consecutive Days; He and Management Buy HK$800 Million of Alibaba Shares
Published ・ Source Taiwan | 鉅亨網
Alibaba founder Jack Ma and the management team bought more than HK$800 million worth of shares in total. Against the backdrop of large-scale investment in AI, the purchases signaled strong confidence from management.
Nvidia Earnings Preview: The Market Has Plenty of 'Beats'—What It Lacks Are 3 Key Cards: Rubin, Circular Financing and Future Market Share
Published ・ Source Taiwan | 鉅亨網
As Nvidia approaches its Q2 FY2027 results, the market is watching not just whether it beats expectations, but also Rubin's progress and how financing models and power constraints will affect long-term growth.
Goldman Sachs: Large Investors Divided on AI Investment, but Both Are Pouring Money Into Financial Stocks
Published ・ Source Taiwan | 鉅亨網
According to a Goldman Sachs report, hedge funds and mutual funds are divided over AI investments, but both have poured record amounts into financial stocks. This reflects the financial sector's solid performance.
Companies mentioned:Capital One、Fiserv、Interactive Brokers、Mastercard、Visa、Intercontinental Exchange、S&P Global
〈Topunion Electronics Earnings Briefing〉Revenue Expected to Keep Growing Next Year as Company Seeks to Improve Profitability; Materials Stockpiled Early to Secure Shipments
OwlTing's H1 Gross Margin Rises to 15.3%; First Reveals Partnership With Bank of Taiwan to Enable 'Cross-Border Payroll' via Web3.0
Published ・ Source Taiwan | 鉅亨網
Nasdaq-listed OwlTing reported its 2026 first-half financial results, with gross margin rising to 15.3%. It also announced for the first time that it is discussing a Web3.0 cross-border payroll partnership with 臺灣銀行, signaling that its stablecoin payment platform is entering a phase of explosive growth.
Trump's Sanctions Hammer Closes In on Chinese Banks! Xi Jinping Refuses to Cooperate and Still Has an Ace Up His Sleeve
Published ・ Source Taiwan | 鉅亨網
The Trump administration is threatening sanctions against Chinese financial institutions allegedly linked to Iran, drawing a backlash from Xi Jinping's government. US-China tensions are escalating, with maneuvering continuing ahead of the next leaders' summit.
Companies mentioned:Rihla Research & Advisory、American Enterprise Institute
Chunghwa Precision Test Tech expects second-half results to exceed those of the first half, driven by strong shipments of navigation products and mass production of new products. This points to its competitive edge in the industrial display market and is an important signal for investors.
Major Market Rotation! 'Software Up, Chips Down' in Recent U.S. Trading; Performance Gap Hits Record High
Published ・ Source Taiwan | 鉅亨網
US software stocks surged while semiconductor stocks plunged in a historic rotation. Since June 22, the performance gap between the sectors has widened to nearly 50 points, the largest since 2011.
Listed and OTC Companies Post Decade-High First-Half Revenue and Pretax Profit; G-Tech Resumes Trading on the 27th After Filing Delayed Financial Report
Published ・ Source Taiwan | 鉅亨網
In the first half of 2026, Taiwan-listed and over-the-counter companies posted their best revenue and profit results in 10 years, driven by rising demand for AI and HPC. Litemax Electronics resumed trading after submitting amended financial reports. This is evidence of Taiwan's technology-led economic growth.
Iran's 'Economic D-Day'—All Thunder, No Rain? The U.S. Won't Dare Strike China With Its Harshest Sanctions
Published ・ Source Taiwan | 鉅亨網
The United States tightened economic sanctions on Iran but avoided direct sanctions on China, Iran's biggest supporter. This is seen as a strategy that takes into account US-China tensions and the next leaders' summit.
Companies mentioned:The Wall Street Journal、Atlantic Council、Kpler、Council on Foreign Relations、United Against Nuclear Iran
〈Juding Earnings Briefing〉U.S. Subsidiary TCLAD Aims to Break Even This Year; Military Orders Estimated to Grow 50% Next Year
Published ・ Source Taiwan | 鉅亨網
Juding's U.S. subsidiary TCLAD has sharply reduced its losses, driven by defense and aerospace demand, and is targeting break-even this year. It is expected to turn a profit next year as military orders grow 50%, while also developing high-value EDS technology.
Bessent Suddenly Ramps Up Buybacks, 'Doubling the Scale'—Can It Save the Bond Market? Experts Say No
Published ・ Source Taiwan | 鉅亨網
The US Treasury doubled the scale of its buybacks of long-term bonds, but the impact is limited compared with a market worth more than $40 trillion. Experts have questioned whether the measure will ease pressure on interest rates.
Companies mentioned:Deutsche Bank、U.S. Federal Reserve
穩懋: Silicon Photonics Products Will Remain Mainstream in the Market for 2 Years; No Concern About Indium Phosphide Shortages
Published ・ Source Taiwan | 鉅亨網
穩懋 Chairman Chen Chin-tsai said silicon photonics technology will become mainstream in the market within 1 to 2 years and that he is not concerned about a shortage of indium phosphide raw materials. The company has successfully shifted toward optical communications and AI infrastructure.
正隆 Deepens Its 3R PLUS Circular Business Model; Industrial Paper Recycling Rate Reaches 97.6%
Published ・ Source Taiwan | 鉅亨網
Cheng Loong Corp. achieved a 97.6% recycling rate for industrial paper under its 3R PLUS model. It is advancing circular manufacturing through AI and green energy, strengthening its sustainability efforts.
165 Anti-Fraud Dashboard Released: Fraud Losses Plunge 71% in 2 Years, but Losses From 'This Type' of Scam Surge 7-Fold
Published ・ Source Taiwan | 鉅亨網
Taiwan's Executive Yuan Anti-Fraud Center marked its 2nd anniversary with an announcement. While losses from telecom network fraud have fallen 71%, scams based on social media posts and one-page e-commerce sites have surged 7 times, requiring new countermeasures.
Another Optical Communications Stock Faces Trading Restrictions; 光環 to Be Restricted From Tomorrow Through 9/1
Published ・ Source Taiwan | 鉅亨網
Taiwanese optical communications company Lumentum? (3234-TW) was placed under trading restrictions after a sharp rise in its share price, with a 5-day restriction period set from August 26 to September 1. The company has seen a recovery in performance from contract manufacturing of back-end processes for indium phosphide substrates, and reports say it has entered the supply chain of a major US optical communications manufacturer.
Market Saturation and a Wave of Liquidations Cool the U.S. Single-Stock Leveraged ETF Craze
Published ・ Source Taiwan | 鉅亨網
The US market for single-stock leveraged ETFs has become saturated, with 63 funds liquidated in 2026. Capital is concentrating in a handful of top products, while new entrants continue to arrive, raising questions about the market's sustainability.
Trump takes a sledgehammer to Iran’s trade lifeline! Chinese buyers first in the firing line as the countries facing the greatest global exposure are identified
Published ・ Source Taiwan | 鉅亨網
The United States has launched an “economic D-Day” to isolate Iran from the global economy, affecting major trading partners including China, the UAE and Turkey. China's oil trade is a particular focus.
Huang Yin-chi: Taiwan stocks have yet to hit their high for the year; investors need not worry through the end of next year
Published ・ Source Taiwan | 風傳媒
Huang Yin-chi, chief economist at SinoPac Financial Holdings, forecasts that Taiwan stocks will set a new high for the year and that economic growth will reach 12%, saying investors can remain optimistic through the end of next year.
80-year-old woman dies after waiting 12 days for a bed in National Taiwan University Hospital emergency department; Health Ministry orders investigation, says all necessary medical care was provided
Published ・ Source Taiwan | 風傳媒
A woman in her 80s went to National Taiwan University Hospital’s emergency department with pneumonia and died of sepsis after waiting 12 days for a bed. The Ministry of Health and Welfare said medical care had been provided as required and ordered an investigation, highlighting pressure on emergency departments at Taiwan’s major hospitals.
Too many free AI models on the market? Anthropic’s flagship model struggles to attract buyers, facing major challenges on the eve of its IPO
Published ・ Source Taiwan | 風傳媒
AI startup Anthropic is approaching an IPO, but enterprise adoption of its flagship Fable 5 model is sluggish. High prices and the rise of alternative models are factors, running counter to market expectations.
Tainan says flood-control funds are insufficient? Huang Kuo-chang revisits the record: Huang Wei-che praised the benefits of flood control as recently as June
Published ・ Source Taiwan | 風傳媒
Tainan Mayor Huang Wei-che said in June that flood control efforts had succeeded, but is now seeking additional central government funding after heavy rains caused flooding. Taiwan People’s Party legislator Huang Kuo-chang questioned the inconsistency and criticized the Democratic Progressive Party for blocking opposition proposals in flood-control budget deliberations, sparking political controversy.
Chips are a focus of the technology war; French media report China is poaching Taiwanese talent and stealing secrets
Published ・ Source Taiwan | 風傳媒
A French weekly reported that China is trying to poach Taiwanese semiconductor engineers with high salaries and illegally obtain TSMC technology. Taiwan's “Silicon Shield” strategy is being tested on the front lines of the US-China battle for AI dominance.
The earthquake was not strong, so why did all of Taiwan receive an alert? Taitung offshore quake “magnitude 5.8 estimated as 6.6”; weather agency explains false alarm
Published ・ Source Taiwan | 風傳媒
A magnitude 5.8 earthquake struck southeastern Taiwan, but a lack of monitoring stations led it to be mistakenly estimated at magnitude 6.6, prompting alerts nationwide. The Central Weather Administration explained the cause.
Enough is enough! Wang Hui-mei abandons Cheng Li-wun and Wei Ping-cheng; deep-blue pundit blasts her: “You’re about to leave office, so you’re tossing them a bone”
Published ・ Source Taiwan | 風傳媒
Ahead of the 2026 Changhua County magistrate election, KMT County Magistrate Wang Huimei has been accused by members of her party of “betrayal” after snubbing nomination candidate Wei Pingzheng and party chair Cheng Li-wun while appearing to align with DPP's Lai Ching-te. The episode symbolizes waning unity within the KMT and has cast a shadow over the election campaign.
Investors beware! Taiwan Stock Exchange approves change in price increments for “high-priced stocks” from NT$5 to NT$1, expected to take effect in July 2027
Published ・ Source Taiwan | 風傳媒
The Taiwan Stock Exchange will reduce the tick size for shares priced above NT$1,000 from NT$5 to NT$1, effective in July 2027. It will also strengthen measures against settlement defaults, extending the monitoring period from 1 year to 5 years.
700 brands join forces to support the armed forces! More than 22,000 stores take part in the Sept. 3 Armed Forces Appreciation event; hero’s feast to be held at Taipei Main Station on 9/3
Published ・ Source Taiwan | 風傳媒
The Executive Yuan and the Ministry of Economic Affairs have partnered with more than 700 brands to offer discounts to the armed forces at 22,000 stores for Armed Forces Day on September 3. A “Heroes' Feast” event will be held at Taipei Main Station to promote exchanges between the military and civilians.
Philippine defense chief makes explosive claim: elected officials suspected of becoming pawns in China’s “information warfare”; methods of bribery and infiltration exposed
Published ・ Source Taiwan | 風傳媒
The Philippine defense chief said elected officials allegedly backed by China may be involved in information warfare. Reports of Chinese propaganda activities and contacts with military personnel have also heightened concern.
Heavy rain exposes bottlenecks in Tainan flood control! Chen Ting-fei invites National Land Management Agency to visit south and seek more than NT$400 million for box culverts and detention projects
Published ・ Source Taiwan | 風傳媒
Tainan was severely inundated by heavy rain. Candidate Chen Ting-fei invited central government agencies to inspect the area and seek more than NT$400 million in flood-control funding, promoting a strategy that shifts from disaster response to tackling the problem at its source.
Is Trump driving US consumer spending toward collapse? Yuan Mu-hua reveals the real reason behind Walmart’s plunge: even the Fed can’t help this time
Published ・ Source Taiwan | 風傳媒
US retail giant Walmart’s share price plunged 9% in a single day, wiping US$90 billion off its market value. Expert Yuan Mu-hua said the main cause was oil prices driven higher by conflict in the Middle East, squeezing consumers’ purchasing power. Even the Federal Reserve may be unable to rescue the market, stoking fears of a US consumer downturn.
Hsinchu County wins 7 awards at the 2026 National Excellence in Construction Awards; Yang Wen-ko says public works quality and aesthetics earn national recognition
Published ・ Source Taiwan | 風傳媒
Hsinchu County won 7 awards at the 2026 National Excellence in Construction Awards, receiving national recognition for the quality and design of its public works. Magistrate Yang Wen-ke stressed the county's continued commitment to high-quality urban development.
Domestic travel subsidies begin in September; get a head start on Mid-Autumn Festival and Double Ten plans! Alishan House offers autumn room deals with more than NT$8,000 in bonus gifts
Published ・ Source Taiwan | 風傳媒
Alishan House is launching an autumn campaign for the Mid-Autumn Festival and Double Ten holiday period in line with domestic travel subsidies starting September 1. Packages include stays with perks worth up to NT$8,000 and in-depth experience tours, targeting nature, culture and honeymoon travel markets.
Another wild stock is back! Century* racks up 8 straight limit-up sessions, with 19,000 lots queued to buy; 2 strengths form a moat for its share price
Published ・ Source Taiwan | 風傳媒
Taiwan Stock Century* (5314) hit the limit-up for 8 consecutive sessions, with buy orders totaling 19,000 lots. The diversified company has shifted from IC design to health food retail channels and drone systems, and is building a “moat” that could help it win government contracts amid support for an independent defense industry.
Lai Ching-te inspects flood-control works in northern Kaohsiung! Chen Chi-mai: Central and local governments join forces to strengthen flood resilience and address remaining gaps
Published ・ Source Taiwan | 風傳媒
Taiwan President Lai Ching-te inspected flood-control measures in Kaohsiung, stressing the importance of strengthening flood prevention in cooperation with Mayor Chen Chi-mai. Flood-control investment worth NT$5 billion is underway through coordination between central and local governments.
Another dispute over bonuses at South Korea’s SK hynix! Management’s proposal to issue treasury shares angers rank-and-file workers, who demand the company honor its cash commitment
Published ・ Source Taiwan | 風傳媒
Employees at South Korea's SK hynix narrowly rejected a company proposal to pay bonuses using treasury shares. Trust between labor and management has been shaken, making renewed negotiations unavoidable. The outcome could have broad implications for compensation systems across the semiconductor industry.
Lai Ching-te inspects flooding in Yongkang! Huang Wei-che’s “box culverts plus underground detention” flood-control plan wins central government support
Published ・ Source Taiwan | 風傳媒
President Lai Ching-te inspected the flooding site in Yongkang, Tainan. Mayor Huang Wei-che’s “box culverts plus underground detention” flood-control plan won central government support, with the Ministry of the Interior and the Water Resources Agency set to help with funding, showcasing cooperation between central and local governments on flood control.
Has Su Chiao-hui hit a ceiling in the polls? Huang Yang-ming names the “one” making the DPP’s election difficult
Published ・ Source Taiwan | 風傳媒
In the 2026 New Taipei City mayoral election, Democratic Progressive Party candidate Su Chiao-hui’s polling has stalled. Commentator Huang Yang-ming named Shen Po-yang as a “poor teammate” hindering coordination in the greater Taipei area, while Kuomintang candidate Lee Sichuan has an advantage thanks to a blue-white consensus and a grassroots image.
Heavy-rain crop losses mount! Kaohsiung seeks cash disaster assistance for all agricultural products; applications accepted from 8/25
Published ・ Source Taiwan | 風傳媒
Record rainfall in Kaohsiung caused severe damage to crops. Mayor Chen Chi-mai asked the central government to provide cash disaster relief for all affected crops, with applications accepted from August 25 to September 7. He announced measures to quickly support farmers.
Does Trump’s strategic retreat alarm Japan and South Korea? As Washington courts Xi Jinping and Kim Jong Un, Nikkei urges Sanae Takaichi to “prepare for the worst nightmare”
Published ・ Source Taiwan | 風傳媒
As the Trump administration moves closer to China and North Korea, Japan and South Korea are growing concerned about their security reliance on the United States. Hiroshi Minegishi of Nikkei has urged Prime Minister Sanae Takaichi to develop a “Plan B” for Japan-South Korea cooperation.
From a "company that tailors suits" to a "company that tailors spaces." 株式会社Re'coldo changes its name to 株式会社リコルド and launches a full-scale clean control business
Published ・ Source Japan | PR TIMES
Summary not yet available
Facts
Effective July 1, 2026
Can be applied in a total of 27 colors
Expected to last for 5 years or more after application
Can be applied at an estimated cost of approximately half that of conventional wallpaper replacement
Remove the "brakes" on human potential and carry organizational strength into the next generation. New book "Contribution-Oriented EQ Management" goes on sale September 24, 2026
Published ・ Source Japan | PR TIMES
Summary not yet available
Facts
Has supported organizational transformation at more than 3,000 companies
[Isetan Shinjuku, 6th floor] "Samille (さみぃゆ) Exhibition PRESENCE〜The Signature of Samille"—the artist's first exhibition since going independent—opens starting Wednesday, Aug. 26. Expressing her style and pride. The artist will also appear.
Published ・ Source Japan | PR TIMES
Summary not yet available
Facts
Approximately 30 or more new works will be exhibited and sold
Easily add automatic locking to existing automatic doors! Simultaneously launching the "KJ-100" and "KJ-150," add-on card and PIN readers fully compatible with Japanese installation environments
An open atelier of wood, earth and stone by a single painter in west Kyoto Imperial Palace—painter Kazuya Yamaguchi's "sorahana" to hold a preview opening on August 25, 2026
Bringing joy through fashion to cancer survivors and nurses! Our social contribution service, fashion shopping accompaniment, is offered by our part-time director, nurse and cancer survivor 戸村妃美【日本マネジメント総合研究所合同会社】
Published ・ Source Japan | PR TIMES
Summary not yet available
Facts
¥5,000 (tax included; transportation and other expenses billed separately. Cashless payments only to prevent issues with cash transactions. Please pay for your own purchases and other expenses.)