# AI News 180m Report｜2026-09-02 00:00–03:00 JST One place for news and notices from 2 countries/regions: Taiwan, 28 items from 4 sources; Japan, 8 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link. ## SEMICON Taiwan 2026: Samsung stacks memory directly on GPUs; zHBM delivers up to 8x performance and cuts thermal resistance by up to 90%, while HBM5 is also unveiled - Published: 2026-09-02T01:57:48+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161111 - anchor: #n2412317 At SEMICON Taiwan 2026, Samsung Electronics unveiled its next-generation 3D memory architecture, zHBM, which stacks memory directly above GPUs. It aims to boost performance by 8 times and reduce thermal resistance by 90%. The move breaks through the limits of traditional 2.5D packaging, signaling the arrival of a true 3D era for AI memory and having far-reaching implications for the global semiconductor industry. ## SEMICON Taiwan 2026: Memory accounts for more than 75% of AI server BOM costs; Google proposes hardware and software solutions to break the “memory wall” - Published: 2026-09-02T01:50:29+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161110 - anchor: #n2412318 - Companies mentioned: Google、Alphabet、NVIDIA Facts: - Memory accounts for more than 75% of AI server bill of materials (BOM) costs - Google Cloud has $513.9 billion in remaining performance obligations - TurboQuant can reduce KV Cache memory usage by at least 6 times - When computing attention scores on NVIDIA H100 accelerators, 4-bit TurboQuant can deliver up to 8x acceleration compared with unquantized 32-bit keys and values ## Taishin Shin Kong Financial Holding earnings briefing: CEO says next year’s dividend will top this year’s NT$1.1 - Published: 2026-09-02T01:47:26+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161109 - anchor: #n2412319 - Companies mentioned: 富邦金控、國泰金控、中信金控、新光人壽、台新證券 Taishin Shin Kong Financial Holding President Lin Wei-chun said at an earnings briefing that next year’s dividend would be higher than this year’s NT$1.1, reflecting merger synergies and financial stability. 新光人壽’s TIS ratio is 125%–130%, and its market capitalization has topped NT$1 trillion. ## 吳慷仁孫儷《危險關係》輸了！2026最強陸劇TOP10冠軍是它：歷史劇天花板、評價力壓《生命樹》封神 - Published: 2026-09-02T01:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/lifestyle/11160838 - anchor: #n2407526 - Companies mentioned: GST酒業 ## Is it too late to get in? Young people rush to open brokerage accounts as failed settlements hit a record; financial channel warns of a possible repeat of the “youth housing loan trap” - Published: 2026-09-02T00:44:38+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161099 - anchor: #n2407528 - Companies mentioned: 財経メディア Stock investing has surged in Taiwan, particularly among younger people, and failed settlements have hit a record high. 財経メディア has warned of a recurrence of a large-scale incident like 「青安養套殺」. ## SEMICON Taiwan 2026: A front-row look at chipmaking! Dream Fab brings together 10 companies, including ASML, to build a miniature wafer fab - Published: 2026-09-02T00:32:03+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161108 - anchor: #n2407529 - Companies mentioned: ASML、愛德萬測試、廣隆欣業、G2C+策略聯盟、家登精密、旺矽、Qnity、迅得機械、SCREEN Holdings、惠亞工程 At SEMICON Taiwan 2026, Dream Fab—a recreation of semiconductor manufacturing processes developed in collaboration by ASML and 10 other companies—made its debut. The educational exhibit lets students and overseas visitors experience the realities of the industry, with the aim of making Taiwan’s semiconductor industry more visible and developing talent. ## SEMICON Taiwan 2026: As AI packaging interconnects shrink, chemical materials determine yields; LCY’s new etchant achieves a 99% yield in customer tests - Published: 2026-09-02T00:25:11+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161106 - anchor: #n2407530 - Companies mentioned: JSR At SEMICON Taiwan 2026, LCY Advanced Materials unveiled several wet chemicals for advanced packaging. A new etchant achieved a 99% yield in customer tests, highlighting a technological breakthrough in AI and HBM packaging. ## MediaTek gets a boost: Can Taiwan stocks keep gaining? Experts analyze the outlook: “This sector” has long-term growth potential - Published: 2026-09-02T00:08:25+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161092 - anchor: #n2407531 - Companies mentioned: 台積電、聯電、輝達、欣興、景碩 Taiwan’s stock market has surged, while speculation about NVIDIA investing in 聯發科 has drawn attention. The future prospects of CPO technology and capital spending trends in 2028 will be key going forward. ## Foreign investors make an unusual “massive sweep” of active ETFs to signal support for Taiwan stocks? Ruan Mu-hua reveals a surprising answer: This is arbitrage, not buying - Published: 2026-09-02T00:04:55+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161094 - anchor: #n2407532 - Companies mentioned: 風傳媒 Taiwan stocks surged 820 points today, and foreign investors’ heavy net buying of active ETFs prompted market speculation that they were bullish on the outlook. But expert Ruan Mu-hua said it was actually an arbitrage trade, not an investment move, with changes in units outstanding—not discounts—as the key factor. ## NVIDIA and MediaTek join forces! Expert says AI demand has “spread to traditional industries”: This sector is the new growth driver for Taiwan’s GDP - Published: 2026-09-01T23:49:51+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161080 - anchor: #n2407398 - Companies mentioned: NVIDIA、Alphabet、台積電、SK海力士 U.S. company NVIDIA invested $3.5 billion in Taiwanese semiconductor company 联发科, as growing AI demand spilled over into traditional industries. The investment could become a new engine of growth for Taiwan’s economy, and the market reacted strongly. ## Compensation claims launched over Tainan magnesium-aluminum scrap explosion! Woman fraud suspect involved in the case returns to Taiwan to explain; neighborhood chief may again be named as a civil defendant - Published: 2026-09-01T23:43:27+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161090 - anchor: #n2407399 An explosion involving magnesium-aluminum scrap in Tainan’s Annan District injured 15 people and damaged multiple homes. The city government has launched collective compensation claims; the neighborhood chief has been detained, while the main suspect is at large. The case involves a fraud suspect and shell companies, raising concerns about public safety and environmental management. ## 聯發科1人得道，誰準備跟著「升天」？專家點名：2大族群有望被帶動 - Published: 2026-09-01T23:37:58+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161088 - anchor: #n2407400 - Companies mentioned: 輝達、台積電、國巨、世芯-KY 聯發科因獲輝達35億美元投資，股價跳空漲停至4315元，市場看好其AI發展前景，有望帶動台股權值股與IC設計族群。 ## Largest Italian parliamentary delegation in history arrives! Lai Ching-te thanks Taiwan-friendly lawmakers for speaking up for Taiwan over the years - Published: 2026-09-01T23:20:38+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161096 - anchor: #n2407401 The deputy speaker of Italy’s Senate led the largest parliamentary delegation in history to visit Taiwan. Lai Ching-te thanked the delegation for its long-standing support for Taiwan’s international participation and stressed the importance of deepening democratic and industrial cooperation. ## 聯發科漲停是一日行情？專家曝衝高原因不只是輝達：新賽道的核心玩家 - Published: 2026-09-01T23:17:28+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161078 - anchor: #n2407402 - Companies mentioned: 輝達、台積電、高通、蘋果、愛立信、國巨 聯發科因輝達投資35億美元可轉債並深化合作，股價漲停至4315元。分析師認為此為6G時代啟動的長期訊號，非短期行情。 ## Is labor minister Hung Sun-han’s mainland visit a major breakthrough in cross-strait ties? Scholar speaks frankly: Without the “secret password,” there will be no official contact across the Strait - Published: 2026-09-01T23:05:15+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161097 - anchor: #n2407403 Taiwan Labor Minister 洪申翰 will attend an APEC human resources development meeting in Nanjing, China, on September 21. It will be the first ministerial-level visit to China under the 賴清德 administration and has drawn attention as a possible sign of easing cross-strait tensions, but it is not considered a resumption of official dialogue in the absence of 九二共识. ## Elementary school building transformed into public childcare center! Gangshan Houhong center opens; citywide total reaches 75, with a target of 88 by year-end to create a “one-stop childcare and education” system - Published: 2026-09-01T23:00:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161104 - anchor: #n2407539 The Kaohsiung City Government has converted an unused building at Houhong Elementary School into a public childcare center for 32 children aged 0 to 2. It is the city’s 75th public childcare center, advancing a policy of “one public childcare center per elementary school district” and strengthening support for families. ## Reclaimed water projects earn top central-government rating for 3 years running! Kaohsiung supplies 83,000 tons daily, with another 105,000 tons to come from Qiaotou and Nanzi - Published: 2026-09-01T22:50:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161103 - anchor: #n2407543 - Companies mentioned: 中鋼 Kaohsiung’s reclaimed water projects have received top marks in central government evaluations for three consecutive years. Existing facilities supply 83,000 tons a day, while new plants in Qiaotou and Nanzi will add another 105,000 tons, strengthening water resilience for industry and supporting sustainable development. ## Young people rally in Daliao! Chang Yao-chung accompanies 4 neighborhood chief candidates to register, building a new force for local service - Published: 2026-09-01T22:39:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161102 - anchor: #n2407545 Kaohsiung City Council candidate Chang Yao-chung accompanied four young neighborhood chief candidates as they completed their registrations, demonstrating young people’s determination to enter grassroots politics and bring new momentum to Daliao. ## Only 1 of Yuku Pumping Station’s 3 pumps is operating normally! Chiu Yi-ying inspects flood damage and urges faster improvements, aiming for review in September and equipment upgrades next year - Published: 2026-09-01T22:25:00+09:00 - Source: Taiwan | 風傳媒 - Original: https://www.storm.mg/article/11161101 - anchor: #n2407548 Heavy rain caused 2 of the 3 pumps at Yuku Pumping Station in Kaohsiung’s Alian District to fail, leaving only 1 operational. Legislator Chiu Yi-ying urged the city government to speed up its improvement plan, aiming for approval in September and equipment upgrades next year. ## BMX racing experience event to be held at Youme Town Fukuyama on September 12 (Saturday)! - Published: 2026-09-02T02:04:33+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000035.000175868.html - anchor: #n2412377 - Companies mentioned: 一般社団法人全日本BMX連盟、JBMXF、大東建託株式会社、みんなの牧場 Facts: - A BMX racing experience event will be held at Port Mall Plaza at Youme Town Fukuyama in Fukuyama, Hiroshima Prefecture, on September 12 (Saturday). - Date and time: September 12 (Saturday), 10:00–17:00 - Eligible participants: Healthy people aged 4 and over (VR experiences are for ages 10 and over). ## Former lovers, and once-married couples—. A new series for adults begins: Prime Original romance reality show “Love Transit 35+” to stream exclusively on Prime Video from 20:00 on October 22 (Thursday). - Published: 2026-09-02T00:03:24+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000002176.000004612.html - anchor: #n2407459 - Companies mentioned: Prime Video、Amazon、Amazonプライム、Amazon MGM Studios、CJ ENM、TVING、DAZN、dアニメストア for Prime Video、NHKオンデマンド、Korean Drama & Entertainment channel K、J SPORTS Facts: - All participants are subject to an age restriction of “35 and over.” - The series consists of 8 episodes. - It portrays the deep, complex and unpredictable human drama of 10 men and women. - Annual membership fee of ¥5,900 (tax included) - Monthly membership fee of ¥600 (tax included) ## Singer-songwriter 佐々木恵梨’s new song “Goodbye To You” begins streaming today on download and streaming services. - Published: 2026-09-02T00:00:02+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000005.000181687.html - anchor: #n2407464 - Companies mentioned: 佐々木恵梨、5pb. Music、エムファイブ、ソニー・ミュージックパブリッシング Facts: - Release date: September 2, 2026 - The music video will premiere on YouTube today at 21:00! ## Notice regarding the cancellation of WPT TOKYO 2026 - Published: 2026-09-02T00:00:02+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000012.000133461.html - anchor: #n2407463 - Companies mentioned: 一般社団法人eスポーツポーカー協会、Khartes Holdings、WPT Seoul、INSPIRE Entertainment Resort Facts: - It will be available for use as a voucher worth 100,000 won. - WPT TOKYO to be held in December 2026 - From October 30 to November 9, 2026 ## Making reuse more accessible! Holding “8/8 Reuse Day—Connecting Smiles, Giving Strength to the Future,” a reuse experience event where elementary school students and their parents can learn while having fun. - Published: 2026-09-02T00:00:02+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000117.000043615.html - anchor: #n2407462 - Companies mentioned: 株式会社ValuesFusion、ブックオフグループホールディングス株式会社、株式会社マーケットエンタープライズ、株式会社アップガレージグループ、株式会社コメ兵ホールディングス、日本リユース業協会、株式会社トレジャー・ファクトリー、環境省、経済産業省、株式会社アドバコム、株式会社オカモト、株式会社クラス、株式会社Clarisse、株式会社ゲオホールディングス、SAVAWAY株式会社、リステージオークション株式会社、リネットジャパングループ株式会社、株式会社INFORICH、株式会社エアークローゼット、株式会社AMBソリューションズ、一般社団法人SDGsヒーローズ、FTF株式会社、株式会社環境新聞社、株式会社カンリー、gooddo株式会社、株式会社ケシオン、株式会社ゴルフ・ドゥ、株式会社サマリー、株式会社ジモティー、株式会社スタンディングポイント、株式会社ディエスジャパン、株式会社digdig、東京すくすく、東磐商事株式会社、トレカプロ株式会社、一般社団法人日本文化教育推進機構、株式会社Nature Innovation Group、株式会社NexTone、株式会社ネットプロテクションズ、株式会社BuySell Technologies、株式会社パシフィックネット、LINEヤフー株式会社、楽天グループ株式会社、株式会社REGATE、株式会社リユース経済新聞社 Facts: - A total of 54 supporting companies and organizations - 2026 “8/8 Reuse Day” Executive Committee - 10 reuse companies - Supporters: 31 companies and 2 organizations ## セカンドストリート、菅田将暉さんを新CMに起用。「売る、買う、巡る。セカスト」古着好きでおなじみの菅田さんが新キャラクターに就任！ - Published: 2026-09-02T00:00:02+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000251.000141539.html - anchor: #n2407461 - Companies mentioned: セカンドストリート、株式会社ゲオホールディングス Facts: - The commercials will begin airing nationwide in succession from early September 2026. - Ahead of the broadcast, they will also be released online from September 2 (Wednesday). ## Shifting to a “push-based” recruitment site through an advertising strategy that leverages recruitment videos - Published: 2026-09-02T00:00:02+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000290.000038921.html - anchor: #n2407460 - Companies mentioned: 株式会社揚羽 Facts: - About 20% of students start job hunting by the winter of their second year of university. - About 60% of students hold multiple job offers. - Internship applications doubled. - Capital: ¥284.1 million ## Space Seed Holdings pays a courtesy visit to the Regional Development Planning Agency of the Gorontalo Provincial Government in Indonesia. - Published: 2026-09-01T23:50:04+09:00 - Source: Japan | PR TIMES - Original: https://prtimes.jp/main/html/rd/p/000000138.000140650.html - anchor: #n2407415 - Companies mentioned: スペースシードホールディングス株式会社、PT AWINA SINERGI INTERNATIONAL、A-Wing Group、AAI CO., LTD.、北陸電力グループ、北陸電気工事株式会社、PT AWINA RIKUDENKO SOLAR ENGINEERING INDONESIA Facts: - August 10, 2026 ## Apple’s $4.5 trillion empire gets a new leader! Ternus takes over and faces 3 major challenges - Published: 2026-09-02T01:30:04+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6594375 - anchor: #n2412257 - Companies mentioned: OpenAI、SpaceX、Meta、Google、Alphabet Apple is entrusting its management to John Ternus, its 2nd CEO since the company’s founding. The transition comes as the $4.5 trillion company faces the 三 challenges of AI, supply chains and next-generation products, drawing the attention of investors and the market. ## Oil’s escape route through the Strait of Hormuz revealed! Oil moved in ship-to-ship transfers as Asian buyers agree to pay a premium - Published: 2026-09-02T01:00:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6593323 - anchor: #n2407466 - Companies mentioned: Kpler、高盛 Middle Eastern oil-producing countries are expanding ship-to-ship-to-ship transfers to avoid risks in the Strait of Hormuz. Asian buyers are paying premiums, and shipping volumes are showing signs of recovery. This is important for stabilizing energy supplies. ## Can the Fed focus on fighting inflation? U.S. July job openings rise to 7.27 million as labor market holds steady - Published: 2026-09-02T00:30:02+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6594321 - anchor: #n2407467 - Companies mentioned: Visa、Uber、Microsoft U.S. job openings in July edged up to 7.27 million, while layoffs declined, but companies’ hiring activity fell sharply. The labor market remains in a state of “low hiring, low firing,” creating conditions for the Federal Reserve to focus on fighting inflation. ## Auto market: August sales fall below 30,000 for a nearly six-month low; Q4 gradually gains momentum - Published: 2026-09-02T00:18:42+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6594519 - anchor: #n2407468 - Companies mentioned: 和泰車、裕日車、汎德永業、台灣賓士 Taiwan’s new-car sales in August totaled 29,222, their lowest level in half a year. The main factor was the effect of the 7th lunar month, but a recovery in Q4 is expected. 和泰車 and 裕日車 are accelerating the rollout of new models. ## Fed rate-hike pressure returns! U.S. manufacturing expands for 8th straight month, but new orders slow and costs remain high - Published: 2026-09-01T23:40:03+09:00 - Source: Taiwan | 鉅亨網 - Original: https://news.cnyes.com/news/id/6594320 - anchor: #n2407338 - Companies mentioned: ISM、S&P Global、CME Group U.S. manufacturing expanded for the 8th consecutive month in August, but new orders slowed and cost pressures persisted. Amid growing concerns about Federal Reserve rate hikes, tensions in the Middle East and tariffs are affecting supply chains. ## Germany says Russia plotted attack on Leipzig airport; to close Russian consulate in Bonn - Published: 2026-09-02T02:18:30+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/aopl/202609020003.aspx - anchor: #n2412378 - Companies mentioned: 萊比錫－哈雷機場、俄羅斯駐波昂領事館、柏林「俄羅斯之家」 Facts: - Hybrid attack on 萊比錫－哈雷機場 (Leipzig-Halle Airport) - Closure of the Russian Consulate General in Bonn - Containing about half a kilogram of plastic explosives ## Eurozone inflation hits nearly 3-year high in August; European stocks close lower - Published: 2026-09-02T01:29:27+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/afe/202609020002.aspx - anchor: #n2407670 - Companies mentioned: 歐洲中央銀行、倫敦FTSE 100指數、法蘭克福DAX指數、巴黎CAC 40指數 Facts: - Eurozone inflation rate at 3.3% in August - 倫敦FTSE 100指數 fell 34.98 points - 倫敦FTSE 100指數 fell 34.98 points, or 0.32% - Closed at 10789.28 points - 法蘭克福DAX指數 fell 288 points - 法蘭克福DAX指數 fell 288 points, or 1.10% - Closed at 25970.11 points - 巴黎CAC 40指數 fell 32.65 points - 巴黎CAC 40指數 fell 32.65 points, or 0.39% - Closed at 8301.85 points ## Senior officials from 歐盟 oppose normalizing Russia's participation in G20 meetings, saying the time has not come - Published: 2026-09-02T00:10:19+09:00 - Source: Taiwan | 中央社 CNA - Original: https://www.cna.com.tw/news/aopl/202609010378.aspx - anchor: #n2407465 - Companies mentioned: 歐盟、俄羅斯、G20、美國、杜姆布羅夫斯基斯、北卡羅來納州、艾西維爾、法新社、拉脫維亞、藍脊山脈、以色列、伊朗、川普、希魯阿諾夫、烏克蘭、中央社 Facts: - 俄羅斯 launched a full-scale invasion of 烏克蘭 in 2022 ## Sep. 2: Can 5 minutes of morning sunlight wake you up better than coffee? Stanford experts teach you how to reset your body clock - Heho Health - Published: 2026-09-02T01:10:00+09:00 - Source: Taiwan | Heho健康 - Original: https://heho.com.tw/archives/386306 - anchor: #n2407636 - Companies mentioned: 史丹佛大學 Facts: - Get 5-10 minutes of sunlight - Before 10 a.m.