624 received, 624 listed, 8 sources ・ Page 7 of 7
One place for news and notices from 2 countries/regions: Japan, 460 items from 2 sources; Taiwan, 164 items from 6 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
The global diesel supply is tightening because of the Middle East situation and Russia’s war. Goldman Sachs raised its forecast for diesel profits next year to more than double, adding to market anxiety.
Companies mentioned：高盛グループ、シェル、トタルエナジーズ
South Korean authorities have made 5 days of simulated trading mandatory to curb investment in high-risk leveraged ETFs. Trading volume subsequently plunged 96%, and market volatility also declined.
Companies mentioned：三星電子、SK海力士、韓国取引所
Michael Saylor, chairman of MicroStrategy, posted “We’re Back,” which has been seen as a sign the company may resume buying bitcoin. The company had halted purchases over the past 2 months, but improving finances could prompt it to go on the offensive again.
Nomura Asset Management said Taiwan stocks are being driven by AI capital spending and corporate earnings growth, but warned that an economic turning point could come after 2028. It advised investors to take profits in stages and avoid cyclical stocks. The view offers an important reference point for technology investors.
Companies mentioned：輝達、四大CSP
Taiwan President Lai Ching-te paid a courtesy visit to the new board members of the Chinese National Association of Industry and Commerce, reaffirming the 4 key infrastructure projects under the “AI New Ten Major Projects.” He highlighted an economic growth rate of 14.15% and stressed cooperation with industry.
Companies mentioned：富邦金控、潤泰グループ
ASE Technology Holding COO Wu Tien-yu said AI development is still at an early stage and its future potential could reach from a hundred times to ten thousand times current levels. Taiwan’s semiconductor ecosystem is rapidly building AI infrastructure to drive the next stage of innovation.
On the effective date of the MSCI index adjustment, Taiwan stocks rebounded on a late-session volume surge, closing down 202 points at 46128 and holding key support. The market surged 3008 points in August as sentiment improved.
Companies mentioned：台積電、鴻海、聯發科、日月光、聯電、廣達、台達電、台化、南亞、台塑、台塑化、國喬、大立光、玉晶光、聯一光、今國光、亞光、欣興、景碩、南電、臻鼎-KY、金像電、華通
Federal Reserve Chair Powell’s remarks were misread as hawkish, when they were actually a correction to his earlier dovish comments. The pullback has created a buying opportunity, with investors turning their attention to the supply chain for 輝達’s Vera Rubin platform, including CPO, thermal management, CCL and PCB industries.
Companies mentioned：輝達、IET-KY、環宇-KY、上詮、波若威、聯亞、大立光、聯電、頎邦、奇鋐、雙鴻、健策、富世達、一詮、高力、聯茂、台光電、南亞、富喬、金居、德宏、金像電、華通、臻鼎-KY、尖點、大量
Fast-fashion company Shein went public in Hong Kong at a valuation of $26 billion, but investor interest was muted amid slowing growth and competition. Its valuation has fallen sharply from previous highs.
Companies mentioned：Temu、拼多多、阿里巴巴
Apple CEO Tim Cook is being succeeded by John Ternus. Restoring the company’s competitiveness in the AI era will be its biggest challenge.
Companies mentioned：Google、OpenAI、Amazon、Disney
Following strong earnings from Salesforce and Workday, the narrative that AI would drive the decline of SaaS has receded. Software stocks rebounded, and market confidence is gradually recovering.
Companies mentioned：Salesforce、Workday、CrowdStrike、ServiceNow、Founder ETFs、VanEck、Mizuho、Microsoft
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Companies mentioned：ABN AMRO、Brandywine、ING、駿利亨德森、DWS Americas、高盛
The U.S. military resumed attacks on Iran, sending crude oil prices surging above $90. Petrochemical stocks in Taiwan, including 南亞 and 台化, hit limit-up, and related stocks rose across the board.
Companies mentioned：南亞(1303-TW)、台化(1326-TW)、國喬(1312-TW)、台塑(1301-TW)、台聚(1304-TW)、亞聚(1308-TW)、台達化(1309-TW)、台塑化(6505-TW)、台苯(1310-TW)、華夏(1305-TW)
OriginalLED封裝メーカーの立碁が、工研院と共同で1.6T対応の矽光子モジュールをSEMICONで発表。市場の期待から株価がストップ高となり、技術的優位性が注目されている。
Companies mentioned：工研院、千才科技、PHIX
偉訓 announced on August 30, 2026, that some of its information systems had been affected by a cybersecurity breach. It immediately isolated the affected systems and launched an investigation, also bringing in outside specialists. No personal information leak has been confirmed.
沛爾生醫 announced a change of spokesperson, with CFO Chen Chih-hsien taking over. The former spokesperson, Sung Ming-tan, resigned for personal career-planning reasons, effective immediately. The change is a routine corporate governance adjustment.
Companies mentioned：沛爾生技股份有限公司
英利-KY announced a new endorsement guarantee for a subsidiary, bringing the total to more than 1.9 billion yuan, to support the subsidiary’s bank financing. The move complies with the company’s regulations on fund lending.
Companies mentioned：英利-KY、林德英利（天津）汽車部件有限公司、長春英利汽車工業股份有限公司
A subsidiary of 英利-KY extended additional working capital loans totaling approximately 4.08 billion yen to 3 subsidiaries, with no collateral. The loans account for 34.84% of consolidated net assets, raising concerns about financial risk.
Companies mentioned：長春崨科汽車部件有限公司、長春鴻漢英利鋁業有限公司、長沙英利汽車部件有限公司
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長虹公司 was selected as the preferred applicant for Taipei’s “Dazhi Cangxi” public urban renewal project and will invest in building a residential tower. The move strengthens its position in Taiwan’s urban renewal market and carries strategic significance.
Companies mentioned：台北市住宅及都市更新中心
Air Water submitted an amended annual securities report for fiscal period 26 (2025/04/01–2026/03/31). The filing aims to ensure the accuracy of financial information and maintain transparency, helping strengthen investor confidence.
Laxus Technologies submitted an amended annual securities report for fiscal period 20 (2025/04/01–2026/03/31). The filing aims to ensure the accuracy of financial information and is important for maintaining investor confidence.
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Companies mentioned：Heho健康