AI News 180m Report｜2026-08-31 15:00–18:00 JST｜Page 7 of 7https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.htmlOne 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.en Goldman Sachs raises diesel profit forecast by more than 1 time as escalating geopolitical conflict tightens global refining marketshttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374749https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374749Mon, 31 Aug 2026 16:10:04 +0900Taiwan鉅亨網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. South Korea's leveraged ETF craze cools: simulated trading scares off retail investors as turnover plunges 96%https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374750https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374750Mon, 31 Aug 2026 16:10:03 +0900Taiwan鉅亨網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. Michael Saylor proclaims “We're Back!” Is MicroStrategy getting ready to buy more Bitcoin again?https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370125https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370125Mon, 31 Aug 2026 15:40:04 +0900Taiwan鉅亨網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’s latest view on Taiwan stocks — [Taiwan Stock Trader’s Notes] Seize opportunities in a bull market, while preparing for a cyclical turning pointhttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370126https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370126Mon, 31 Aug 2026 15:36:36 +0900Taiwan鉅亨網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. Lai Ching-te reiterates the 4 foundational projects of the “AI New Ten Major Projects,” thanks industry for joining hands to drive economic growthhttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370127https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370127Mon, 31 Aug 2026 15:35:19 +0900Taiwan鉅亨網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. 〈SEMICON〉Wu Tien-yu: AI is just getting started; its future potential is a hundredfold, a thousandfold, or even ten thousandfold what it is todayhttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370128https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370128Mon, 31 Aug 2026 15:34:37 +0900Taiwan鉅亨網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. 〈台股盤後〉MSCI生效尾盤爆量跌點收斂至202點守住4萬6 月線大漲3008點https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370129https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370129Mon, 31 Aug 2026 15:32:37 +0900Taiwan鉅亨網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. The market misread Warsh’s speech! Savvy investors quietly accumulate shares as a fake negative catalyst sends this industry lower — a buying opportunity!?https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370130https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370130Mon, 31 Aug 2026 15:11:49 +0900Taiwan鉅亨網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. Shein to begin trading in Hong Kong on Tuesday at a valuation of $26 billion; investors worry about growth prospectshttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370131https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370131Mon, 31 Aug 2026 15:10:06 +0900Taiwan鉅亨網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. Apple enters the AI showdown with a leadership change! Ternus’s first major test as Cook’s successor: Can AI help restore its competitive edge?https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369688https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369688Mon, 31 Aug 2026 14:54:44 +0900Taiwan鉅亨網Apple CEO Tim Cook is being succeeded by John Ternus. Restoring the company’s competitiveness in the AI era will be its biggest challenge. Is it too soon to declare “SaaS is dead”? Salesforce leads software stocks’ rebound, with gains possibly extending through Octoberhttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369689https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369689Mon, 31 Aug 2026 14:43:02 +0900Taiwan鉅亨網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. Treasury investors question expectations of a Federal Reserve rate hike as Warsh’s communication style rattles marketshttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369690https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369690Mon, 31 Aug 2026 14:40:04 +0900Taiwan鉅亨網 〈Stocks in Focus〉U.S.-Iran fighting flares again, oil prices jump; 南亞 and 台化 hit limit-up as several petrochemical stocks surgehttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369691https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369691Mon, 31 Aug 2026 14:23:45 +0900Taiwan鉅亨網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. 〈Stocks in Focus〉立碁 showcases 1.6T optical module technology at SEMICON, defies market trend with heavy volume to hit limit-uphttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369692https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2369692Mon, 31 Aug 2026 14:17:47 +0900Taiwan鉅亨網LED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。 [偉訓] Statement on a cybersecurity incident affecting some of the company’s information systemshttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370434https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370434Sun, 30 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所偉訓 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-創] Announcement of a change in the company’s spokespersonhttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370425https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370425Sun, 30 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所沛爾生醫 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. 【英利-KY】Announcement by the company pursuant to Article Twenty-Five, Paragraph One, Subparagraph Three of the “Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies”https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370431https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370431Fri, 28 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所英利-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. 【英利-KY】Announcement on behalf of subsidiary Changchun 英利 Automobile Industry Co., Ltd. pursuant to Article Twenty-Two, Paragraph One, Subparagraph Three of the “Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies”https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370429https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370429Fri, 28 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所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. [英利-KY] Announcement that the company’s consolidated financial statements for the second quarter of fiscal year 115 were approved by the board of directorshttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370427https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370427Fri, 28 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所 [長虹] Announcement that the company was selected as the best applicant for Taipei’s “大直藏璽” public urban renewal projecthttps://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370419https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370419Fri, 28 Aug 2026 01:00:00 +0900Taiwan臺灣證券交易所長虹公司 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. Amended Annual Securities Report—Fiscal Period 26 (2025/04/01–2026/03/31)https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370054https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370054Mon, 31 Aug 2026 15:37:00 +0900JapanEDINET 金融庁開示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. Amended Annual Securities Report—Fiscal Period 20 (2025/04/01–2026/03/31)https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370053https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370053Mon, 31 Aug 2026 15:36:00 +0900JapanEDINET 金融庁開示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. Can drinking coffee before exercise really help you run faster and feel stronger?https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374957https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2374957Mon, 31 Aug 2026 17:01:11 +0900Taiwan照護線上 Does a 40-year-old woman leak urine when she coughs? It turns out she has coexisting two types of urinary incontinence! Doctors explain treatment principles - Heho健康https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370014https://ainews.idaeo.ai/180m/20260831-15/index-en-p7.html#n2370014Mon, 31 Aug 2026 13:41:27 +0900TaiwanHeho健康