A closer look at the international picture: Iceland says no to joining the EU. What does the referendum tell the world?
Published ・ Source Taiwan | 風傳媒
On Aug. 29, 2026, 52.8% of Icelanders voted against resuming EU accession talks in a referendum, maintaining the country's non-member status. Fishing rights were a key issue, and divisions between regions and generations were also brought to light.
Companies mentioned:The Washington Post、The New York Times、The Guardian、European Policy Centre (EPC)、European Commission
Trump still can't save the Strait of Hormuz! U.S. oil exports hit a record high as Asia accepts sky-high shipping costs to secure supplies
Published ・ Source Taiwan | 風傳媒
The closure of the Strait of Hormuz has disrupted Middle Eastern crude oil supplies, prompting oil-producing countries in the Americas to increase exports as an alternative. Asia is paying high freight rates to secure stable supplies. A shortage of refined petroleum products has emerged as a new crisis.
Ceiling collapse accused of being hastily blamed on pinhole camera removal! Prosecutors clear 愛爾麗, which files damages suit against health bureau
Published ・ Source Taiwan | 風傳媒
愛爾麗 Group was ordered to suspend operations for 6 months after the health bureau mistakenly identified a ceiling collapse as evidence of a surveillance camera's removal. A prosecutors' investigation cleared the company, which is now suing the health bureau for document forgery and seeking compensation. The case highlights administrative inspection accountability and the protection of corporate reputations.
〈SEMICON〉TSMC's Hou Yung-ching: Europe's surging 7-nanometer demand is still not enough! 300,000 wafers can support just one fab
Published ・ Source Taiwan | 鉅亨網
Hou Yongqing, co-CEO of 台積電, said that even if European demand for 7-nanometer chips reaches 300,000 wafers a year, it would amount to only the output of one advanced fab, making cost efficiency a challenge. Efforts are underway to build an ecosystem for talent, design and manufacturing to generate demand.
〈Real estate〉Typhoons and the Ghost Month take a toll: August building transfers in the six special municipalities fall 23% month on month and 5.6% year on year
Published ・ Source Taiwan | 鉅亨網
In August 2026, building sales and transfers across Taiwan's six special municipalities fell 23.3% from the previous month amid typhoons and the Ghost Month. They were also down 5.6% year on year, with the market showing signs of a gradual bottoming out.
Lai Ching-te: Taiwan's semiconductor industry will join hands with international partners to build a resilient global supply chain
Published ・ Source Taiwan | 鉅亨網
Taiwan President Lai Ching-te stressed the importance of international cooperation to strengthen the resilience of Taiwan's semiconductor supply chain at the “2026 Crystal Chain Summit.” He highlighted major investments by 台積電 and 美光 and promoted Taiwan's central role in the AI era.
天虹 opens advanced process laboratory with support from 台積電
Published ・ Source Taiwan | 鉅亨網
天虹科技 opened its advanced process laboratory today, with senior 台積電 executives in attendance. The event symbolized recognition of the technical capabilities of local equipment suppliers and holds significance for the development of Taiwan's semiconductor industry.
錼創 ramps up mass production of series architecture, advancing Micro LED commercialization toward a breakout
Published ・ Source Taiwan | 鉅亨網
MicroLED maker PlayNitride-KY is advancing mass production of a series-connected structure that significantly reduces power consumption, aiming to achieve power use comparable to OLED in 2027. This is expected to accelerate large-scale commercialization in smartwatches, automotive displays and other applications.
Bad news is a fake shakeout before a real surge: 大立光, 世芯, 上詮, 金像電, 貿聯
Published ・ Source Taiwan | 鉅亨網
Taiwan's stock market began September on a bullish note, with growing AI-related demand and 輝達's major investment in 聯發科 drawing attention. The market climbed to just below 47,000 points, led by AI infrastructure stocks.
正文科技 and India's Dixon deepen strategic cooperation, expanding optical communications business
Published ・ Source Taiwan | 鉅亨網
Gemtek and Dixon Technologies have established a joint venture in India to expand production of optical transceiver modules and BOSA products. The move aims to enter the high-speed optical connectivity market to meet AI and cloud demand.
〈Taishin Shin Kong earnings call〉Stock tops NT$40, market value surpasses NT$1 trillion for the first time; Lin Wei-chun says next year's dividend will definitely exceed this year's
Published ・ Source Taiwan | 鉅亨網
Taishin Shin Kong Financial Holding held its second-quarter earnings call, reporting a 329% year-on-year increase in first-half earnings. Its stock topped NT$40 and its market value surpassed NT$1 trillion for the first time. General Manager Lin Wei-chun expects next year's dividend to be higher than this year's, reflecting strong market recognition of the merger's synergies.
Turbulence in U.S. military, senior defense officials leave in quick succession! Army Secretary Driscoll resigns amid reported rift with Hegseth
Published ・ Source Taiwan | 鉅亨網
US Army Secretary Driscoll resigned amid a dispute with Defense Secretary Hegseth. Turmoil in senior military appointments is worsening, raising concerns about a leadership vacuum.
群創 unveils its key Chip Last technology platform for the first time, with mass production expected in the second half of 2027
Published ・ Source Taiwan | 鉅亨網
Taiwanese panel giant Innolux unveiled its Chip Last technology and aims to begin mass production in the second half of 2027. The company is accelerating its push into the advanced packaging market for AI and HPC.
Prices rise by as much as 1,000 yuan! 華為, 小米 and 榮耀 adjust prices on multiple phone models as component cost pressures are expected to persist into next year
Published ・ Source Taiwan | 鉅亨網
華為, 小米 and 榮耀 have raised prices on their flagship smartphones by up to 1,000 yuan. Higher component costs are driving the increases, raising concerns about a shrinking market.
Companies mentioned:華為、小米、榮耀、Counterpoint Research
輝達's investment in 聯發科 spurred Taiwan stocks to surge 820 points to a record high, as the three major institutional investors bought back NT$56.1 billion. Silicon photonics and compound semiconductors drew investor funds.
Capital Securities Investment Consulting noted that inflation could persist amid U.S.-China tensions and high oil prices, and said the probability of a Fed rate hike in September exceeded 50%. It recommended that investors reduce equity risk, shorten bond duration and prepare for a stronger dollar.
台積電 supplier 迅得 posts August revenue of NT$611 million, a record for the month, up 15% year on year
Published ・ Source Taiwan | 鉅亨網
Equipment maker Gallant, a supplier to 台積電, recorded sales of 611 million yuan in August 2026, up 15.54% year over year and setting a new record for the same period. Full operation of its new plant and expanding demand for semiconductors and PCBs drove growth.
雙鴻's GPU and ASIC engines drive a Q4 peak, with revenue set to climb further next year
Published ・ Source Taiwan | 鉅亨網
雙鴻 Chairman Lin Yu-shen said that rising volume in 輝達's VR series and ASIC projects will bring an operating peak in Q4, with full-year revenue potentially growing 70%. Momentum is expected to continue into next year as the company expands capacity and advances its technology strategy.
Offshore wind power strategy upgraded! Ørsted completes its 920MW Greater Changhua wind farm; Premier Cho unveils mid- to long-term goal of 18GW
Published ・ Source Taiwan | 鉅亨網
Ørsted has completed construction of the 920MW Greater Changhua offshore wind farm. Premier Cho Jung-tai announced a medium- to long-term target of adding 15 to 18GW. The move marks the elevation of Taiwan's offshore wind power to a national strategy and is crucial to the green energy industry and international competitiveness.
Taiwan manufacturing PMI expands for 11th consecutive month in August, hitting a 5-year high
Published ・ Source Taiwan | 鉅亨網
The August Taiwan manufacturing PMI released by 中華経済研究院 came in at 62.5%, marking 11 consecutive months of expansion and its highest level in 5 years. The electronics and optical industries led the way, and business sentiment remained solid, although supply constraints posed a challenge.
【Stocks with high volume and strong gains】輝達 invests more than NT$100 billion in 聯發科: Don't let go of “輝發配” concept stocks!
Published ・ Source Taiwan | 鉅亨網
U.S. semiconductor giant NVIDIA invested $3.5 billion in Taiwan's MediaTek, strengthening their strategic partnership in AI. Shares related to the “輝發配” theme surged, driving a sharp rise in Taiwan's stock market.
〈Hong Kong market close〉Technology stocks lead losses, Hang Seng falls for a second consecutive session, 希音 debuts below its IPO price
Published ・ Source Taiwan | 鉅亨網
Technology stocks led losses in Hong Kong, with the Hang Seng closing lower for a second consecutive day and 希音 debuting below its IPO price. Mainland property stocks weakened amid new policies, while strong earnings and higher dividends from state-owned banks supported market confidence.
AI makes a real chip in two weeks! OpenAI revelation: “Humans can't understand AI code”; new challenge looms for Nvidia's CUDA moat
Published ・ Source Taiwan | 鉅亨網
OpenAI and Architect Labs are using AI to automate software and hardware design. Code generation beyond human understanding is becoming a reality, ushering in an era of AI-driven self-evolving development.
統一超 announces more than 5,000 store associate openings; annual salaries for 100 management trainees could exceed NT$1 million
Published ・ Source Taiwan | 鉅亨網
President Chain Store Corporation announced it will offer more than 5,000 store positions and 100 management trainee openings in the second half of the year, actively recruiting older workers, international students and new immigrants to strengthen workplace diversity and inclusion. The move responds to business expansion and digital transformation, with high pay and flexible policies, and carries significance for talent strategies in the retail industry.
Defying volatility in the Taiwan stock market near record highs! AllianceBernstein 00984D draws strong inflows, with assets surging 7 times to become Taiwan’s first ten-billion active bond ETF
Published ・ Source Taiwan | 鉅亨網
AllianceBernstein 00984D’s assets grew 7 times in 7 months to NT$10.55 billion, making it Taiwan’s first active bond ETF to surpass NT$10 billion. This reflects strong investor demand for stable-income products amid elevated stock prices.
Compal deepens AI push with HUMAIN, expanding into cloud, edge and physical AI computing platforms
Published ・ Source Taiwan | 鉅亨網
Compal and HUMAIN deepened their strategic partnership in AI and are jointly developing next-generation infrastructure integrating cloud, edge and embodied AI. The move will accelerate the practical application of AI technology.
〈China Stocks After the Close〉Both markets return to losses in afternoon trading as 3 major indexes fall
Published ・ Source Taiwan | 鉅亨網
China's three major A-share indexes fell in afternoon trading on the 1st, reversing earlier gains. Expectations for policy support and speculation about the earnings outlook are dividing the market.
Cathay Securities Investment Trust insider trading violation: FSC imposes NT$6 million fine and bans it from issuing overseas funds or ETFs for 1 year
Published ・ Source Taiwan | 鉅亨網
Cathay Securities Investment Trust was fined NT$6 million and barred from issuing overseas ETFs for a year by the FSC after a former director failed to disclose a conflict of interest, leading to an improper fund investment and losses. The case highlights serious internal control deficiencies.