# AI News 180m Report｜2026-09-10 15:00–18:00 JST｜Page 9 of 9

One place for news and notices from 2 countries/regions: Japan, 539 items from 1 source; Taiwan, 280 items from 5 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## VAMAS international symposium to be held in Taiwan for the first time; ITRI promotes alignment of semiconductor measurement standards with international standards.

- Published: 2026-09-10T16:41:37+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602886
- anchor: #n2634737
- Companies mentioned: NIST、VAMAS

The VAMAS international conference, organized by the Industrial Technology Research Institute, was held in Taiwan for the first time, advancing international cooperation on measurement standards for semiconductors and quantum materials. It marks an important step toward reflecting Taiwan's industrial needs in international standards.

## 創控科技 posts record August revenue for the same period, expects a strong peak season in the second half.

- Published: 2026-09-10T16:40:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602883
- anchor: #n2634738

創控科技’s August revenue reached NT$60.58 million, a record for the month in the company’s history. Buoyed by semiconductor fab construction and AI demand, the company expects the peak-season effect to emerge in the second half, with shipments of its AMC monitoring solutions rising.

## Not an acquisition, but looks like one? NVIDIA-Groq licensing deal faces U.S. antitrust probe.

- Published: 2026-09-10T16:30:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602826
- anchor: #n2634739
- Companies mentioned: NVIDIA、Groq、Amazon、Microsoft、Google、Alphabet

The U.S. Department of Justice is investigating whether NVIDIA's $20 billion technology licensing deal with AI startup Groq amounts to a de facto acquisition. The deal is suspected of harming competition, and the investigation is expected to affect M&A strategies across the industry.

## 台積電8月營收首度衝破5字頭 達5,148億元再攀峰

- Published: 2026-09-10T16:28:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602882
- anchor: #n2634740
- Companies mentioned: 艾斯摩爾、ASML

台積電’s August revenue reached NT$514.8 billion, crossing the NT$500 billion mark for the first time. Driven by demand for AI chips and advanced processes, it hit a record high, further strengthening the company’s technological lead and market dominance.

## Shipments could reach 35 million units! Goldman Sachs calls iPhone Duo “affordable”; Greater China suppliers including 鴻海, 南亞 and 大立光 stand to benefit.

- Published: 2026-09-10T16:05:12+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602889
- anchor: #n2634741
- Companies mentioned: 鴻海、南亞、大立光、新日興、AVC、AAC、三星、華為

Apple has launched its first foldable iPhone, priced from $1,999, below comparable 三星 models. Goldman Sachs is optimistic about its market potential and expects shipments to reach as many as 35 million units, with suppliers in Greater China such as 鴻海 and 大立光 set to benefit significantly.

## Investors move to the sidelines; foreign investors pull out NT$38.3 billion, while the 3 major institutional investors post net sales of NT$50.311 billion.

- Published: 2026-09-10T16:05:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602906
- anchor: #n2634742

Amid rising expectations of a Japanese interest rate hike, Taiwan stocks fell sharply and foreign investors sold ¥38.3 billion in shares. The three major institutional investors had combined net sales of ¥50.311 billion, underscoring the market's risk-averse stance.

## Japanese automakers lose momentum in China! Honda and Nissan sales halved in August, while Toyota’s last stronghold also comes under pressure.

- Published: 2026-09-10T15:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602829
- anchor: #n2629884
- Companies mentioned: 比亞迪、吉利、零跑、小米、長安、長城、奇瑞、華為、Momenta

The three major Japanese automakers—Toyota, Nissan and Honda—saw sales in China fall sharply in August 2026, with Nissan and Honda each down about 50%. The decline points to the retreat of Japanese cars in the Chinese market, primarily due to delays in their electrification strategies.

## 海柏特 posts record monthly revenue of NT$184 million in August, up 101% year over year, with overseas markets providing momentum.

- Published: 2026-09-10T15:28:53+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602865
- anchor: #n2629885
- Companies mentioned: 宏碁

宏碁 subsidiary 海柏特 recorded revenue of 184 million yuan in August, up 101% year on year and a record high for a single month. Expansion in overseas markets drove the growth.

## 〈台股盤後〉台積電、台達電壓盤 量縮下跌242點失守4萬7

- Published: 2026-09-10T15:27:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602862
- anchor: #n2629886
- Companies mentioned: 聯發科、日月光投控、南亞、聯電、台積電、台達電、國巨、華新科、信昌電、禾伸堂、日電貿、蜜望實、欣銓、台星科、矽格、精材、力成、京元電

Taiwan stocks fell 242 points today amid rising expectations of a Japanese rate hike, closing at 46,940. Heavy losses in 台積電 and 台達電 dragged down the broader market, while trading volume shrank to NT$713.9 billion as investors stayed cautious.

## Taiwanese and mainland Chinese panel makers left out! Why is 三星 the sole screen supplier for Apple’s first foldable phone, the iPhone Duo?

- Published: 2026-09-10T15:20:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602820
- anchor: #n2629887
- Companies mentioned: 三星顯示、京東方、維信諾、TCL華星、深天馬、領益智造、科森科技、藍思科技、長盈精密、奧來德、萊特光電、華為、榮耀、小米

Apple has launched its first foldable phone, the iPhone Duo, with 三星 as its exclusive screen supplier for 3 years. Chinese panel makers did not win orders, highlighting the gap in technology and certification and carrying significant implications for the industry landscape.

## Abu Dhabi sovereign wealth fund takes stake in Luckin Coffee; investment totals $1 billion

- Published: 2026-09-10T15:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602828
- anchor: #n2629888
- Companies mentioned: ムバダラ投資公司、大鈸資本

Abu Dhabi sovereign wealth fund Mubadala invested about $1 billion in Chinese coffee chain Luckin. The move comes as the growth strategy of leveraging technology and scale wins recognition and Middle Eastern capital shows growing interest in China's consumer market.

## Progress on U.S.-China tariff cuts; lists of goods worth $30 billion each to be announced as soon as the 24th

- Published: 2026-09-10T14:42:54+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602827
- anchor: #n2629404

The U.S. and China are negotiating tariff cuts through their trade commission on non-sensitive goods worth $30 billion each. They are aiming to announce the outcome around Sept. 24. The talks are driven by efforts to improve trade balance and by U.S. election strategy.

## U.S. Treasury yields hit a record high, triggering market turmoil! AGI gives rise to “Token economics”; names to watch for Q4 positioning

- Published: 2026-09-10T14:42:50+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602851
- anchor: #n2629405
- Companies mentioned: OpenAI、Meta、SpaceXAI、Anthropic、NVIDIA、Amazon、AWS、欣興電子、景碩科技、臻鼎科技、精材科技、訊芯-KY、光聖科技、上詮科技、聯亞光電、台達電、光寶科、順達電子、新盛力、順德電子、漢磊科技、嘉晶電子、世界先進

Major AI companies are releasing agentic AI models one after another, increasing the importance of the token economy. Corporate AI adoption is also rising, and Taiwanese semiconductor-related companies are attracting attention in the supply chain.

## In-house data centers plus the model layer are most profitable! Morgan Stanley: AI capital spending to peak in 2027, returns as high as 46%

- Published: 2026-09-10T14:40:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602821
- anchor: #n2629406
- Companies mentioned: Amazon、Google、Microsoft、META、NVIDIA

According to a Morgan Stanley survey, investment in AI infrastructure will peak in 2027, while companies with their own infrastructure and model layers could achieve returns on capital of up to 46%. Google and META are particularly aggressive, and the focus of investment is shifting from hardware to software.

## Stock in focus: Episil’s August revenue rises 57% year on year; price-hike prospects send shares to the daily limit

- Published: 2026-09-10T14:29:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602833
- anchor: #n2629407

Episil’s August revenue rose 57.79% year on year. Buoyed by stronger demand for AI servers and silicon carbide, its shares surged to the daily limit at NT$110, their highest level in more than a month.

## Long-Term Care 3.0 gets another upgrade! Executive Yuan boosts residential care subsidies: people with moderate to severe disabilities to receive NT$15,000 a month; NT$5,000 disability subsidy applies retroactively from January

- Published: 2026-09-10T14:23:11+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602825
- anchor: #n2629408

As Taiwan enters a super-aged society, the Executive Yuan has renewed its push for Long-Term Care 3.0 and raised subsidies for residential facilities for people with moderate to severe disabilities and people with disabilities. This is an important step toward easing the burden of family caregivers and strengthening service provision.

## UserJoy’s August revenue jumps to its third-highest monthly figure; “幻世錄 重製版” launches on Steam

- Published: 2026-09-10T14:14:48+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602822
- anchor: #n2629409
- Companies mentioned: 宇峻奥丁

Taiwanese game developer 宇峻奥丁 recorded revenue of 213 million yuan in August, its 3rd-highest monthly total ever. Strong performance by the new title “三國群英傳-策定九州” and the Steam release of “幻世錄 重製版” contributed to the result.

## Could AI have more than a 10% chance of wiping out humanity? Experts warn the industry is not prepared

- Published: 2026-09-10T14:10:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6602458
- anchor: #n2629410
- Companies mentioned: Anthropic、OpenAI、Hugging Face

An Anthropic researcher warned that the probability of AI wiping out humanity within 10 years exceeds 10%. As development continues without the AI alignment problem being resolved, the industry's inadequate safety measures are coming under scrutiny.

## 竟天 and 博諾康源 sign an MOU to jointly develop China’s topical formulation market - Global Biotech Monthly

- Published: 2026-09-10T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=90080&range=news
- anchor: #n2634956
- Companies mentioned: 竟天生物科技、北京博諾康源藥業科技有限公司