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<title>AI News 180m Report｜2026-09-04 18:00–21:00 JST｜Page 4 of 4</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html</link><description>One place for news and notices from 2 countries/regions: Taiwan, 161 items from 4 sources; Japan, 154 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.</description><language>en</language>
<item><title>Join the Q4 doubling dark-horse rally stocks: 華新科⊕、大立光、日電貿</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488495</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488495</guid><pubDate>Fri, 04 Sep 2026 18:30:21 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597633">鉅亨網</source><description>Taiwan stocks rebounded strongly to 46,551 points, but 47K is a short-term resistance zone. AI demand remains robust and NVIDIA reported strong earnings. Investment strategies should focus on supply-chain stocks with solid fundamentals.</description></item>
<item><title>Revenue flash: UMC (2303) August revenue of NT$25.045 billion, up 30.71% year on year</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488496</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488496</guid><pubDate>Fri, 04 Sep 2026 18:21:04 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597598">鉅亨網</source><description>UMC's August 2026 revenue reached NT$25.045 billion, up 30.71% year on year, signaling strong semiconductor demand. The growth reflects an industry recovery and the company's competitiveness, making it an important indicator for Taiwan's technology sector.</description></item>
<item><title>Barclays: Stock market sensitivity to energy prices and rate hikes returns, potentially fueling autumn volatility</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488497</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488497</guid><pubDate>Fri, 04 Sep 2026 18:10:02 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597431">鉅亨網</source><description>Barclays said the stock market has once again become more sensitive to rising energy prices and interest rates. Market volatility in the fall is a concern, and investors need to manage risk.</description></item>
<item><title>Improving CPU supply: Global laptop shipments in 2026 forecast to decline by just 9.4%, but brands still face heavy cost pressure</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488250</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488250</guid><pubDate>Fri, 04 Sep 2026 18:04:03 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6408915">鉅亨網</source><description>According to TrendForce, CPU supply is expected to improve from 2026, narrowing the decline in notebook PC shipments to 9.4%. However, rising memory and CPU prices are increasing cost pressures on brands.</description></item>
<item><title>Active ETFs reach milestone of 40 funds; 00411A leads new listings in gains</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488251</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488251</guid><pubDate>Fri, 04 Sep 2026 18:02:26 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597523">鉅亨網</source><description>Taiwan's active ETF market has reached a milestone of 40 listed funds. Active Uni-President Frontier Technology (00411A) led this year's newly listed ETFs with a single-day gain of 3.48%, reflecting strong market interest in actively managed funds.</description></item>
<item><title>〈SEMICON〉Phison CEO Pan Chien-cheng: Flash supply will remain tight next year; AI to drive a semiconductor boom for 20 to 30 years</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488252</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488252</guid><pubDate>Fri, 04 Sep 2026 18:01:37 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597543">鉅亨網</source><description></description></item>
<item><title>〈Hong Kong market close〉Tech stocks broadly rise; Hang Seng Index closes up 1.74%, Tech Index surges 2.27%</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488253</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488253</guid><pubDate>Fri, 04 Sep 2026 17:33:02 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597525">鉅亨網</source><description>Major indexes in the Hong Kong stock market rose across the board, with technology and AI-related stocks posting particularly strong gains. Strong earnings and an improved external environment were the main drivers.</description></item>
<item><title>Taiwan stocks combine high growth with high volatility: here's the most stable approach</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488254</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488254</guid><pubDate>Fri, 04 Sep 2026 17:32:48 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597524">鉅亨網</source><description>Taiwan's stock market faces the twin pressures of high growth in the AI industry and expectations of Fed rate hikes. Investors are advised to diversify their asset allocation to navigate a highly volatile market.</description></item>
<item><title>〈China stocks market close〉Three major indexes open higher then retreat; Shanghai Composite briefly climbs back above 3950; weekly loss of 0.6%</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488255</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488255</guid><pubDate>Fri, 04 Sep 2026 17:30:10 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597396">鉅亨網</source><description>China's A-share 三 major indexes fell after opening higher, posting a slight decline for the week. Aquaculture and AI-related stocks rose, while semiconductors and coal stocks underwent a correction. The balance of funds in the market and U.S. Treasury yields will be key factors going forward.</description></item>
<item><title>華安 plans NT$300 million capital increase to advance clinical trials and commercialization licensing for two new drugs</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488256</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488256</guid><pubDate>Fri, 04 Sep 2026 17:23:34 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597516">鉅亨網</source><description>華安(6657-TW)が3億元の現金増資を実施し、F705PDとF703EBの臨床開発を推進。これにより国際ライセンス交渉の優位性が強化され、収益化への道が加速する。</description></item>
<item><title>中鋼 raises all October prices; Q4 quarterly prices open flat to higher</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488257</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488257</guid><pubDate>Fri, 04 Sep 2026 17:21:04 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597475">鉅亨網</source><description>中鋼 announced prices for October and the fourth quarter on Oct. 4. Monthly prices were raised across the board, while quarterly prices opened flat to higher, mainly due to rising steelmaking costs and a recovery in international steel prices. The move reflects tight market supply and steady demand and is an important indicator for Taiwan's steel industry.</description></item>
<item><title>Geopolitical turmoil prompts European central banks to reassess gold storage locations</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488258</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488258</guid><pubDate>Fri, 04 Sep 2026 17:20:27 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597399">鉅亨網</source><description>Amid geopolitical tensions, European central banks, including those in the Netherlands and France, are transferring overseas gold reserves to London and other locations. The main aims are to ensure asset security and liquidity, and the moves are affecting the international gold market.</description></item>
<item><title>Taichung has led Taiwan in electricity consumption for 7 straight years! Taichung Power Plant delivers on coal-reduction pledge: New gas units at full capacity, coal-fired units to be dismantled starting in October</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488259</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488259</guid><pubDate>Fri, 04 Sep 2026 17:20:17 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597453">鉅亨網</source><description></description></item>
<item><title>The dot plot is the key focus of the September FOMC; whether rates rise matters, but is secondary</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488260</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488260</guid><pubDate>Fri, 04 Sep 2026 17:14:12 +0900</pubDate><category>Taiwan</category><source url="https://news.cnyes.com/news/id/6597467">鉅亨網</source><description>The market's real focus is the direction of the dot plot, rather than whether the FOMC raises interest rates in September. Even if there is a rate hike, a flat dot plot could instead be interpreted as positive news.</description></item>
<item><title>社團法人中華民國牙醫師公會全國聯合會</title><link>https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488662</link><guid isPermaLink="true">https://ainews.idaeo.ai/180m/20260904-18/index-en-p4.html#n2488662</guid><pubDate>Fri, 04 Sep 2026 01:00:00 +0900</pubDate><category>Taiwan</category><source url="https://www.cda.org.tw/cda/news_detail.jsp?nid=3326">社團法人中華民國牙醫師公會全國聯合會</source><description></description></item>
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