323 received, 323 listed, 5 sources ・ Page 4 of 4
One place for news and notices from 2 countries/regions: Japan, 168 items from 1 source; Taiwan, 155 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
ASE Technology Holding Chief Operating Officer Wu Tien-yu cautioned at a forum that although Taiwan holds a key position in semiconductors, it must not become complacent and should work with the world in a humble manner to advance development in the AI era.
HTC VIVERSE, the National Taiwan Science Education Center and 奇異電波 will present Taiwan's first immersive VR exhibition of The Little Prince in Taipei in September 2026, combining literature and XR technology to create a new cultural and educational experience.
Companies mentioned：奇異電波
稜研科技 will hold a pre-listing results briefing on September 1 and announce that its phased-array antenna modules have entered commercial delivery, with applications in multi-orbit satellites, defense and the 5G/6G markets, marking technological maturity and a breakthrough in commercialization.
Companies mentioned：Comtech
KGI Financial Holding reported its financial results for the first half of 2026, with gains from the life insurance unit's stock disposals contributing NT$67.78 billion to retained earnings and net asset value nearing NT$470 billion. General Manager Yang Wen-chun pledged that its dividend policy “will not fall behind,” and that the life insurance unit's contribution will significantly exceed last year's.
Original欣興因洗產地疑雲遭跌停，南電、景碩受波及，市場擔憂AI供應鏈風險擴散。但實際為個別企業問題，產業需求仍旺，散熱族群成資金避風港。
Companies mentioned：欣興、南電、景碩、金居、建準、雙鴻、奇鋐、健策
鉅亨買基金 has launched the “配置常勝軍” dynamic asset allocation portfolio, using its “鉅視角” model to assess economic trends scientifically and flexibly adjust the balance between stocks and bonds, aiming to combine growth with risk management and improve long-term returns.
The dollar has weakened amid concerns over the U.S. fiscal deficit, prompting inflows into emerging-market bonds. Strong fiscal discipline has been rewarded, with year-to-date returns up 3.3%.
Companies mentioned：摩根アセットマネジメント、Marlborough投資管理、景順（Invesco）、VanEck
Taiwan’s stock market has fluctuated amid shifts in U.S. monetary policy and demand related to AI. Largan, Genius Electronic Optical and Global Communication Semiconductor have drawn attention in the optical and AI sectors.
Companies mentioned：台積電、鴻海、聯發科、博通、NVIDIA、AMD、Google
松川精密's revenue topped NT$900 million in July 2026, with profit up 1.96 times year on year. Driven by AI and energy storage demand, the benefits of global capacity expansion are emerging, and the company will accelerate capacity expansion in Mexico and Vietnam.
Companies mentioned：松川精密、緯創、光宝、台達電、晶技、台興電子
Taiwan’s stock market suffered a sharp temporary drop, but strong buying support emerged at the 10-day moving average, while earnings growth in AI-related companies continued. Investors should focus on selling quality stocks into rebounds.
Companies mentioned：台積電、NVIDIA、大立光、金像電、上詮、精材、國巨、華新科
Momentum trading strategies are facing the risk of their steepest decline in 25 years. After AI-related stocks overheated, a sharp rise in biotech stocks triggered losses on short positions. A market reversal is underway.
Companies mentioned：NVIDIA、Micron、AMD、Moderna、Merck、Situational Awareness、AQR Capital、Ogborne Capital Management
As increased U.S. Treasury supply and rising interest rates weigh on stock valuations, attention is turning to the possibility that stablecoins could support demand for short-term bonds and that robust corporate earnings could help sustain the market.
Companies mentioned：富蘭克林・テンプルトン、統一投信、復華投信
Original合庫金控公布2026年度第二季財報，前7月合併稅後淨利達160.77億元創新高，非銀行子公司貢獻升至22.57%，股利配發率維持8成現金為主，反映其多元獲利與股東回饋策略成功。
The New York Times sued OpenAI and Microsoft over alleged copyright infringement in training AI models. It has spent more than $20 million on the lawsuit, signaling its determination to protect the value of media content.
Companies mentioned：OpenAI、マイクロソフト、アマゾン、Perplexity
Hong Kong stocks ended August with the Hang Seng Index down 0.07%, while technology and PCB concept stocks rallied against the trend. AI-related sectors were active, with MINIMAX-W surging 16.18% and 智谱 jumping 9.63% after being added to the MSCI China Index. Chinese mainland banks rose broadly, while mainland property stocks plunged across the board.
Companies mentioned：MINIMAX-W、智谱、大族数控、建滔积层板、郵儲銀行、中国银行、建设银行、绿城中国、中国金茂、越秀地产
Cnyes.com held an investment strategy course for the AI era. Experts said AI growth is shifting from hardware to applications and proposed using multiple asset classes to generate stable returns. They stressed the importance of long-term investing.
Companies mentioned：元大投信、微軟、Google、Meta、亞馬遜
China’s manufacturing PMI improved to 49.8 in August, and the A-share market rose. Policy expectations and a recovery in demand are signaling a potential economic rebound.
Taiwan's 志聖 marked its 60th anniversary, with AI-related businesses growing to account for 70% of revenue. As part of the 台積電 supply chain, it continues to expand in advanced packaging and the PCB sector.
Companies mentioned：台積電、均豪精密、均華精密、東捷科技
合庫金控 held an investor briefing, where chief economist Xu Qian-ting analyzed U.S. and Taiwan rate trends, saying the central bank is nearing the threshold for a rate hike and that the decision hinges on the persistence of inflation.
Companies mentioned：合庫金控、合庫投顧、合庫銀行、台經院
The S&P 500’s advance is being driven mainly by Microsoft and Nvidia. The excessive concentration in technology stocks points to structural market risks and a potential threat to investors.
Companies mentioned：Microsoft、Nvidia、Bespoke Investment Group
Taiwan's stock market is facing a weak phase in September, with the probability of gains in September standing at 0% over the past 5 years. Adjustments in high-valuation stocks and a shift in funds to the power sector are underway.
Companies mentioned：金像電、京元電子、華城、士電、中興電、台達電
Summary not yet available
Companies mentioned：漢達、晶碩、視陽、藥華藥、天良、安克、台微醫、馬光-KY
Summary not yet available
Companies mentioned：漢達、晶碩、視陽、藥華藥、天良、安克、台微醫、馬光-KY