832 received, 832 listed, 6 sources ・ Page 9 of 9
One place for news and notices from 2 countries/regions: Japan, 690 items from 2 sources; Taiwan, 142 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
The 2026 5th Taiwan-India CEO Forum was held in Bengaluru, India, where participants discussed electronics manufacturing and supply-chain cooperation. According to TAITRA, 386 Taiwanese companies have entered the Indian market over the past 10 years, strengthening the foundation for cooperation.
Companies mentioned：東元 (TECO)、Invest India
Nestlé is selling 7 supplement brands for $1 billion as it focuses on higher-value businesses. The move is part of a strategic review and is expected to have a major impact on the industry.
Companies mentioned：Yellow Wood Partners、Froneri、大鉦資本
Auras Technology (3017-TW) is expected to post nearly 2 tenths of quarter-on-quarter revenue growth in the third quarter, driven by rising demand for server products, particularly ASICs. Expectations that 台積電 and AMD will take part in its liquid-cooling technology development helped the stock set a record high of 3,525 yuan.
Companies mentioned：台積電、輝達、AMD
US oil giant Chevron announced it would invest more than $7 billion to double its crude oil production in Venezuela within 5 years. The investment is a significant part of US energy strategy and plans to rebuild Venezuela.
Companies mentioned：シェブロン (CVX-US)
鈺祥 showcased 三 major technology initiatives at SEMICON Taiwan 2026. Premier Cho Jung-tai visited the company, which reported strong growth in revenue and net profit in the first half, highlighting its leading position in advanced-process cleaning technology.
Despite strong performance in Broadcom's AI-related business, its stock fell as much as 5% after its earnings report. Revenue growth beat market expectations, but failed to satisfy investors, highlighting the gap with rival NVIDIA.
Companies mentioned：NVIDIA
緯穎 Chair Hung Li-ning said at FinTechOn 2026 that fintech must integrate into global supply chains, with speed, transparency and trust at its core, to drive industry integration in the AI era.
Companies mentioned：緯穎
中国海警局 has begun routine law-enforcement patrols in waters off eastern Taiwan. Taiwan criticized the move as “aggressive behavior,” and the escalation of cross-strait tensions is affecting regional stability.
Companies mentioned：中国海警局、台湾大陸委員会
As Japan issues 30-year bonds and markets watch global long-term debt trends, analysts warn that weakening demand could accelerate selling pressure across global bond markets.
Companies mentioned：バークレー、道明証券
All 882 listed companies completed their fiscal year 114 sustainability report filings. The Taipei Exchange is promoting green securities certification and incorporating bonus points into ESG ratings to strengthen corporate sustainability transparency and international competitiveness.
An attempted drone attack targeting a Ukrainian transport aircraft took place at Leipzig Airport in Germany, and the German government said Russia was responsible. The diplomatic rift is deepening.
Niche power supply maker 博大 posted revenue of NT$227 million in August, up 56.1% year on year, setting a record for the third consecutive month. Strong customer demand and capacity expansion are supporting orders, and the full-year outlook is positive.
Chang Wah Technology (6538-TW) has seen a recovery in performance as shipments of high-specification screen-printing plates have increased alongside expanded US solar-cell production. Greater reliance on markets outside China is driving growth.
TSMC's position as 蘋果's core chip supplier rests not only on advanced manufacturing processes but also on decades of trust-building. 英特爾 will find it difficult to build that trust, beyond simply catching up technologically.
Companies mentioned：蘋果、英特爾、三星電子、輝達、高通、鴻海、Alphabet、特斯拉
South Korean semiconductor exports hit a record high of $46.65 billion in August, up 209% year on year. Strong AI demand was the main driver, with semiconductors accounting for 47.5% of total exports. Concerns have also emerged about sustainability as the economy becomes more dependent on the sector.
Companies mentioned：SK hynix、Google、Amazon、Alphabet
輝達 CEO Huang Jen-hsun warned at the G20 meeting that excessive AI regulation would leave countries behind and announced nearly $1 trillion in U.S. investment in AI infrastructure this year. The move raises the computing-power race to the national level, affecting the global AI landscape.
Companies mentioned：NVIDIA、Anthropic、Tesla
The CTBC Taiwan-Japan-Korea PCB ETF (009828) recorded cumulative trading volume of more than 100,000 lots in its first 2 days. Despite falling below its issue price on the first day, it attracted buyers, signaling strong confidence in the AI-driven PCB supply chain.
Companies mentioned：中國信託投信、TrendForce、欣興、揖斐電、台光電、日東電工、JX金屬、金像電、臻鼎-KY、台燿、南電、三井金屬
Original米国テクノロジー株の反発と米国債利回りの低下を受けて、統一證券のアクティブ型ETFが台湾市場で堅調なパフォーマンスを発揮。特に00411Aと00987Dが注目され、市場の不安定さの中でも強さを見せた。
Companies mentioned：統一證券、戴爾、輝達、聯準會、中信、台新、貝萊德
President Trump announced new military strikes against Iran, saying they would “end in a short time” while suggesting further attacks were possible. Tensions in the Strait of Hormuz are rising, affecting energy markets.
Companies mentioned：CENTCOM、Kpler、EIA、OPEC+
戴爾 reported earnings above expectations, driving supplier 緯創’s shares sharply higher by more than half a limit-up, with trading volume surging. This reflects strong demand for AI servers and growing momentum across the supply chain.
Companies mentioned：戴爾、緯創
Analysis by a Japanese business intelligence AI found that foreign investors’ currency-hedging ratio for U.S. Treasuries and stocks fell to about 41%, its lowest level since 2015. This raises the risk of market turmoil in the event of a dollar collapse, with developments in major holder countries, particularly Japan, drawing attention.
Companies mentioned：Nuveen
Microsoft announced Azure’s quarterly revenue for the first time and reorganized its financial reporting structure into 2 divisions: “Agents and Infra” and “Devices and Consumer.” The move is a response to AI-driven business transformation and aims to strengthen transparency for investors.
Companies mentioned：Amazon、Alphabet、Stifel、OpenAI、Anthropic、Nuance Communications
Taiwanese restaurant chain 雲品 is seeing a sharp surge in demand during this year’s corporate year-end banquet and spring banquet season, with average spending per person up 20% to 25% and large events selling out early. The increase is due to the earlier Lunar New Year and shortages of staff and venues.
Companies mentioned：雲品(2748-TW)
Uber and British AI autonomous-driving company Wayve are commercializing AI-powered self-driving taxis in London. Initially, fewer than 20 vehicles will operate under human supervision. London will be Europe’s 2nd city.
Companies mentioned：Uber Technologies、Wayve、Alphabet、Waymo、Lyft、百度、Ford、SoftBank
Saudi Arabia’s crude exports have fallen to a nine-year low amid attacks on both the Red Sea and the Strait of Hormuz, seriously affecting its finances and global energy supplies. The episode highlights the far-reaching impact of Middle East geopolitical risks on markets.
Companies mentioned：Saudi Aramco、Bahri
株式会社ＦＰＧ信託 filed an amended securities report for the 1st fiscal period. The period covered is from July 24, 2025, to May 31, 2026.
メディアスホールディングス株式会社 filed an amendment to its securities report for the 16th fiscal period. The period covered is from July 1, 2024, to June 30, 2025.
Companies mentioned：メディアスホールディングス株式会社
メディアスホールディングス株式会社 filed an amendment to its securities report for the 15th fiscal period, revising disclosed information.
Companies mentioned：メディアスホールディングス株式会社
メディアスホールディングス株式会社 filed an amendment to its securities report for the 14th fiscal period. The period covered is July 2022 to June 2023.
Companies mentioned：メディアスホールディングス株式会社
メディアスホールディングス株式会社 filed an amendment to its securities report for the 13th fiscal period. The period covered is July 2021 to June 2022.
Companies mentioned：メディアスホールディングス株式会社
メディアスホールディングス株式会社 filed an amendment to its securities report for the 12th fiscal period. The period covered is from July 1, 2020, to June 30, 2021.
Companies mentioned：メディアスホールディングス株式会社
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