627 received, 627 listed, 8 sources ・ Page 7 of 7
One place for news and notices from 2 countries/regions: Japan, 353 items from 2 sources; Taiwan, 274 items from 6 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
ＳＯＳｉＬＡ物流リート投資法人 filed its securities report for the 13th fiscal year. The period covered is December 1, 2025, to May 31, 2026.
Companies mentioned：ＳＯＳｉＬＡ物流リート投資法人
タマホーム株式会社 filed its securities report for the 28th fiscal year. The period covered is June 1, 2025, to May 31, 2026.
Companies mentioned：タマホーム株式会社
グロービング株式会社 filed its securities report for the 11th fiscal year. The period covered is June 1, 2025, to May 31, 2026.
Companies mentioned：グロービング株式会社
ダイト株式会社 filed its securities report for the 84th fiscal year (2025/06/01–2026/05/31). It is an important public document providing insight into the company’s annual finances and business progress.
メディアファイブ株式会社 filed its securities report for the 30th fiscal year (2025/06/01-2026/05/31), disclosing the company’s business results and financial position.
株式会社メディカルネット filed its securities report for the 25th fiscal year (2025/06/01-2026/05/31), reporting results from its digital dental healthcare business.
High-priced stocks surged on Taiwan’s stock market, with 8 stocks, including 大立光 and 創意, hitting the daily limit. AI-related businesses and optical communications are in focus, and the contest between 信驊 and 川湖 for the title of “king of stocks” is also intensifying.
Companies mentioned：Google、Microsoft、Meta、AWS、AMD
Original韓国製DRAMの輸出価格が3年で12.5倍に暴騰し、1キロあたり620グラムの黄金と同等の価値に。AI需要による供給逼迫が背景。
Companies mentioned：SK hynix、美光 (Micron)、輝達 (NVIDIA)
華為 plans to export 2000 Ascend AI chips to Egypt to build a data center, prompting concern in the United States and efforts to form a business alliance to counter the move. The episode highlights global U.S.-China competition over AI infrastructure.
Companies mentioned：華為、輝達、AMD、微軟、科大訊飛
Bitcoin plunged from a high of $81,255 to $78,600 and is now trading around $79,000. Market caution is growing ahead of the release of macroeconomic indicators.
Companies mentioned：輝達、NVDA-US
Orthopedic medical device maker 愛派司 expects operations in the second half to outperform the first half, mainly because of the gradual expansion of overseas markets. It is targeting annual overseas growth of 20% going forward. General Manager Lo Hsiang-wei and Chairman Lee Ssu-ming outlined the growth drivers.
The Trump administration has temporarily halted all immigrant visa applications, affecting about 200,000 asylum seekers. The stated aim is to avoid public charges, but legal and humanitarian concerns are mounting.
Companies mentioned：National Immigration Law Center、Fragomen
The supply-demand crunch for MLCCs is worsening, with sales inventories hitting a record low and prices rising 7%. Rising AI demand is the main driver, and inventories at major manufacturers are trending downward.
Companies mentioned：瑞銀、村田製作所、三星電機、国巨電子、東京電気化学、太陽誘電
Taiwan stocks surged 663 points on the 26th, buoyed by 大立光 hitting the daily limit and a rebound in 台積電, closing at 45,832 and holding above the 45,000 mark and all moving averages. The 3 major institutional investor groups posted combined net purchases of NT$59.387 billion, while foreign investors bought back NT$36.5 billion, lifting market confidence.
Companies mentioned：大立光、台積電、聯發科
The possibility of the United States imposing tariffs on refined copper has prompted companies to concentrate copper in U.S. warehouses. NY copper prices have hit an all-time high, and the global supply balance is starting to be disrupted.
Companies mentioned：CRU、Macquarie、Glencore
Ahead of SEMICON Taiwan 2026, investment opportunities in low-valuation stocks across the semiconductor supply chain are being highlighted. 台積電, advanced packaging, CPO and ABF substrates are among the themes in focus. Investors are being urged to invest ahead of the event.
Companies mentioned：台積電、創意、精材、采鈺、日月光、力成、群創、上詮、波若威、聯亞、大立光、聯電、頎邦、欣興、南電、景碩、臻鼎-KY、奇鋐、健策、富世達、台達電、光寶科
Taiwan stocks successfully held above 45,000 after testing the level for 6 straight days, closing up 663 points at 45,832.62. Gains in heavyweight stocks such as TSMC and MediaTek helped lift turnover to NT$804.2 billion.
Companies mentioned：輝達(NVIDIA)、大立光、台積電、聯發科、台達電、鴻海、日月光投控、貿聯-KY、穎崴、國巨、聯電、群創、友達、聯茂、金像電、台光電、欣興、景碩、南電、健策、奇鋐、創意、采鈺、精材、南亞、台塑、台化、台塑化、陽明、萬海、長榮、遠東新、台泥、大成鋼、富邦金
The Trump administration has submitted a nuclear cooperation agreement with Saudi Arabia to Congress, but made it conditional on normalizing relations with Israel. Concerns over the risk of nuclear proliferation in the Middle East are mounting, and congressional approval remains uncertain.
Companies mentioned：Foundation for the Defense of Democracies
Meta is facing lawsuits from 29 U.S. states over platform designs alleged to encourage addiction among young people, and is in settlement talks. If it loses, it could face $1.4 trillion in damages, making this a major case with implications for the company’s survival.
Companies mentioned：Google
The Environmental Protection Administration’s Resource Circulation Administration is partnering with 12 companies to launch a campaign promoting the switch to LED lighting on Sept. 9. The campaign aims to promote energy conservation, carbon reduction and waste reduction.
Companies mentioned：光南大批發、振宇五金、特力屋、愛買、舞光、東亞照明、亮博士、樂亮LED、飛利浦、PChome、momo、東森購物
鈺邦, a solid-state capacitor maker, said rising demand for AI servers is creating more opportunities for CAP to replace some high-capacitance MLCCs. It announced plans to expand CAP production capacity by about 70% by the first half of next year.
Companies mentioned：GPU大手、ASIC架構
Australian pension fund Australian Retirement Trust has taken its largest-ever overweight position in the yen, betting that markets are underestimating the Bank of Japan’s rate-hike outlook. This represents strategic positioning in both foreign exchange and equities.
Companies mentioned：Japanese Bank (BOJ)
Mercedes-Benz Taiwan will transfer sales in New Taipei City to 德冠 starting Sept. 1. Vehicle owners’ rights will be protected, and service quality will improve. 德冠, which has a track record in southern Taiwan, is expanding into the greater Taipei area.
Companies mentioned：台明ベンツ、徳冠ベンツ
A small studio at 青田618 in Taipei City’s Da’an District sold for NT$1.899 million per ping, reflecting strong demand for properties in school districts and small homes. 台灣房屋集團 says location and school district are the main factors supporting the high price.
Companies mentioned：潤泰(9945-TW)、台灣房屋集團
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Companies mentioned：台灣肥胖醫學會
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Companies mentioned：Heho親子