367 received, 367 listed, 5 sources ・ Page 4 of 4
One place for news and notices from 2 countries/regions: Taiwan, 192 items from 4 sources; Japan, 175 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Original台湾の3大電信キャリアがiPhone 18 Proと初の折りたたみiPhone Duoの販売を開始。遠傳が0円キャンペーンを発表し、PChomeや台北富邦銀行も高額還元で競う。
Companies mentioned：蘋果、遠傳電信、中華電信、台灣大哥大、網路家庭、PChome、富邦金、台北富邦銀行
Original2026年9月、台湾各地のレストランで身分証明書の数字や名前の文字に応じた無料提供や割引を実施。王品集団とUber Eatsの提携による「買1送1」キャンペーンも同時進行。
Companies mentioned：王品集団、Uber Eats、台北万豪酒店、台北君悅酒店、台北六福万怡酒店、JR東日本大飯店台北、台北新板希爾頓酒店、台中長榮桂冠酒店、茹曦酒店
Taiwan’s Executive Yuan has declined to countersign 8 bills, and a constitutional dispute is ongoing. Premier Cho Jung-tai argued that refusing to countersign does not constrain the president, who has the power to appoint the premier and can simply replace him.
Chinese Douyin influencer “迅猛龍特蕾莎” held a thank-you event for “可樂,” a devoted fan who helped raise 3 accounts to the highest level over 5 years. The total amount of virtual gifts is estimated at about 280 million yen, drawing attention to the authenticity and background of their relationship.
The history of people with Hansen’s disease being confined for long periods at Taiwan’s Lo-Sheng Sanatorium is being revisited. The government apologized in 2009 and provided compensation for human rights violations.
Scheduled water outages will affect 9 counties and cities in Taiwan on September 11, with some areas facing outages of up to 14 hours. Taiwan Water Corporation urged people to prepare in advance; residents should store water and cut power to pumps.
Cooking techniques and secret ingredients for making tomato and egg stir-fry even tastier are being introduced, drawing attention for their ability to help home cooks recreate a restaurant-quality flavor.
In response to the Audit Department's disclosure that Kaohsiung has the most illegal dumping sites in Taiwan, KMT Kaohsiung mayoral candidate 柯志恩 proposed 4 major measures. She stressed zero tolerance for environmental violations to prevent residents from bearing the costs of pollution and cleanup.
The 中華民國創業投資商業同業公會 today elected former Digital Affairs Minister 黃彥男 as its tenth chairperson. He outlined 3 major development goals to strengthen Taiwan's venture capital industry's competitiveness.
South Korea's National Intelligence Service analysis says North Korean leader 金正恩's daughter 金主愛 is systematically taking part in military activities and has a firm position, making her a potential future successor. Even if reports of an older brother are true, he is not in a position to succeed.
Original国巨の株価が7月に4割以上下落し、専門家は「利多不漲」の警戒を呼びかける。半年線の反発圧力からさらに5割の下落や200元台への回帰も示唆されている。
Companies mentioned：風傳媒
黑Girl member 小薰 revealed on a podcast that she was ostracized by her group after making her acting debut in 《18禁不禁》, with everyone scattering when she entered the studio. Her account has revived past tensions and drawn public attention to relationships among the show's members.
China bought about 1 million tons of U.S. soybeans ahead of President Xi Jinping’s visit to the United States. The move is seen as an effort to improve trade relations and a step toward the annual purchase target of 25 million tons.
Companies mentioned：中儲糧グループ、中糧グループ、USDA
U.S. Treasury Secretary Bessent has issued a warning to markets, but Treasury yields and oil prices have moved in the opposite direction. Against the backdrop of budget deficits and the situation in the Middle East, the limits of policy statements’ influence have become apparent.
Tainan mayoral candidate 陳亭妃 has launched 9 cute campaign items, including the “No. 1 妃妃 Teddy Bear,” combining policy with an emotional connection to generate buzz for the 2026 election. The move showcases her unconventional political marketing strategy, with the goal of becoming Tainan's first female mayor.
The Asian Surfing Federation's points series will be held at Jialeshui in Pingtung, Taiwan, in 2026, attracting top surfers from Taiwan and abroad. 瑞瑪席丹 will serve as the event ambassador, promoting local tourism and ocean sports.
Companies mentioned：アジアサーフィン連盟ASC、台湾海洋休閒運動発展協会TORSA
Yu Ching-KY’s revenue in August 2026 fell 31.15% year over year, but the company expects shipments to accelerate from September on store expansion plans by major North American retailers and growing demand for commercial display racks. It is pursuing the development of higher-value-added products to meet the smart retail trend.
Companies mentioned：Lowe’s、CVS
Elon Musk predicts that AI and robotics will double the global economy within a decade, citing Anthropic's economic scenario where AI surpasses human productivity in knowledge work. This could lead to significant economic growth but also job displacement.
Companies mentioned：Anthropic、Tesla
Foreign investors made selective trades in individual stocks within the same sectors on Taiwan’s stock market, increasing holdings in AUO and Nanya while selling Innolux and Fuchi. The broader market fell, with foreign selling in particular standing out.
Companies mentioned：友達光电(2409-TW)、群創光电(3481-TW)、南亞塑膠(1303-TW)、富喬工業(1815-TW)、緯創(3231-TW)、頎邦(6147-TW)、凱基金(2883-TW)、第一金(2892-TW)、台中銀(2812-TW)、兆豐金(2886-TW)、臺企銀(2834-TW)
Cnyes Fund Analysis said that despite continued U.S. rate hikes and a high-interest-rate environment, momentum in AI investment remains strong. It recommended that investors use a staggered investment strategy to continue participating in the long-term growth potential of Taiwan and U.S. stocks and technology funds.
Original士電在手訂單突破600億元，受惠於台電強韌電網與AI資料中心需求，已開始承接2029至2030年訂單，並擴建T4廠以提升產能。
Companies mentioned：台電
Summary not yet available
Facts
Companies mentioned：蘋果、三星、Google、華為、榮耀、vivo、OPPO、小米
StarLux Airlines reported August 2026 revenue of NT$5.579 billion, up 47.79% year on year, reflecting strong demand for air travel. The corporate financial results announcement is an important reference for investors and industry observers.
China Airlines reported August 2026 revenue of NT$21.948 billion, up 27.22% year on year, signaling a continued recovery in the aviation industry. The growth reflects strong passenger and cargo demand and is an important indicator for investors.
MediaTek's August 2026 revenue reached NT$64.183 billion, up 44.08% year on year, reflecting strong market demand. The growth points to a recovery in the semiconductor industry and is an important indicator for investors.
Tengshi’s IPO application was approved by the OTC market. Revenue for January-August 2026 totaled 602 million yuan, up 10.61% year over year. Its e-commerce strategy using AI is driving growth.
Companies mentioned：酷澎、蝦皮、寵物公園
Ruiba Technology has received an order for semiconductor inspection equipment from a leading Taiwanese manufacturer. To meet demand for expanded advanced packaging capacity, it will launch second-generation automated equipment next year with enhanced AI analytics capabilities.
Companies mentioned：志聖、樂林科技
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Taiwan Cement's August revenue rose 10.6% year on year to a record for the same period, mainly on growth in overseas cement and energy storage projects. Asia Cement rose 3.5% month on month but fell year on year. The 2 cement makers' results reflect diverging market conditions and differing transition strategies.
Companies mentioned：OYAK Cement、Cimpor、NHOA Energy
Original宝成が2026年上半期に業績を黒字化させ、8月の売上高が206.22億円となり、月増5.41%、年増4.33%を実現。下半期は回復が見込まれる。
Companies mentioned：宝成
MediaTek's August revenue hit a record, up 44% year on year, supported by steady AI and flagship smartphone businesses. NVIDIA's US$3.5 billion investment will strengthen cooperation, which is expanding into the AI Factory field.
Companies mentioned：NVIDIA、Google
Apple's first foldable phone, iPhone Duo, is expected to reach a 24.8% market share in 2026, second only to Samsung. The move will drive supply-chain upgrades and reshape the market.
Companies mentioned：Apple、Samsung、Huawei、TrendForce
Former U.S. President Donald Trump said tariffs of up to 200% could be imposed on Taiwan’s semiconductor exports, and Taiwan’s government said it would respond through government-to-government talks. With the stability of the semiconductor supply chain at stake, technological advantages will be key to protecting it.
Companies mentioned：台積電 (TSMC)
Pegatron's August revenue rose more than 34% year on year, driven mainly by servers, communications and automotive products. A client's new phone will make a significant contribution to revenue starting in the fourth quarter, and the server business could grow more than 10 times for the full year.
Companies mentioned：輝達、NVDA-US
Ruentex Development reported August 2026 revenue of NT$3.463 billion, up 37.99% year on year, indicating continued expansion in its real estate business. The growth reflects steady market demand and is a positive sign for investors.
Giant Manufacturing reported August 2026 revenue of NT$5.186 billion, up 3.21% year on year, mainly on strong demand for its own brands in China and Europe. The U.S. market was weighed down by WRO and geopolitical risks, while OEM business also declined.
Economy Minister Kung Ming-hsin announced that a tax-exempt quota of up to 2.5 times would apply to investments by Taiwanese companies in the United States. The measure is a response to Trump’s remarks on semiconductor tariffs and underscores the importance of stabilizing Taiwan-U.S. supply chains.
Companies mentioned：台積電
The Taiwan Stock Exchange weighted index fell 242 points to 46,940. Foreign investors were net sellers of NT$50 billion, while passive components surged against the trend on AI and automotive demand. This presents structural opportunities amid short-term market volatility.
Companies mentioned：聯發科、台積電、日月光投控、台達電、光頡、信昌電、華新科、世界、富世達、新日興、兆利、達邁、台虹、東捷
Taiwan’s stock market is in a correction phase, but strong AI demand and exports are keeping the medium-term uptrend intact. Geopolitical risks and rising oil prices are potential sources of short-term volatility.
Companies mentioned：台積電、世芯、上詮、華新科、建榮
Li Ka-shing-backed HUTCHMED has licensed its preclinical candidate HMPL-A830 to the UK's GSK in a deal with potential value of US$1.295 billion, marking a new phase in the expansion of China's innovative drug technology overseas.
Companies mentioned：GSK、和記黃埔醫藥(上海)
Powerchip Semiconductor Manufacturing reported August 2026 revenue of NT$7.009 billion, up 76.19% year on year, reflecting strong growth in its semiconductor business. The increase points to robust demand for specialty ICs and silicon intellectual property services and is an important indicator for Taiwan's semiconductor industry.
Capital Securities (6005-TW) reported August 2026 revenue of NT$3.031 billion, up 45.35% year on year, with cumulative revenue for the first 8 months up nearly 100% year on year. The growth reflects active market trading and business expansion and is an important indicator for the financial industry.
Pegatron reported August 2026 revenue of NT$88.305 billion, up 34.11% year on year, reflecting strong business growth. The financial results demonstrate its competitiveness in electronics manufacturing and are an important indicator for investors.
WPG Holdings reported August 2026 revenue of NT$142.238 billion, up 80.46% year on year, reflecting strong demand in electronic distribution and widespread confidence in its growth momentum.
鼎固-KY (2923) reported revenue of NT$773 million in August 2026, up 218.99% year on year, underscoring strong demand in the real estate market. The growth reflects greater momentum in its development business and is a key indicator for investors.
Uni-President Securities reported revenue of NT$3.758 billion in August 2026, up 109.88% year on year, signaling rapid business expansion. Its shares outperformed the industry, while investment trusts were active net buyers, reflecting market confidence.
Chung Kwang Steel (2515-TW) posted revenue of NT$1.753 billion in August 2026, up 28.84% year over year. Revenue for the first 8 months totaled NT$16.263 billion, maintaining solid performance in the construction industry.
TSMC reported revenue of NT$514.805 billion in August 2026, up 53.32% year on year, reflecting strong demand for AI and high-performance computing and serving as a key indicator for the global semiconductor supply chain.
Taiwan Glass reported revenue of NT$4.592 billion in August 2026, up 32.59% year on year, signaling strong growth momentum in the glass and ceramics industry and sending a positive signal to the market.
富達國際 said Asia is shifting from export-led to investment-driven growth. AI, electrification and undervalued Asian currencies present major investment opportunities, with the firm particularly optimistic about North Asian supply chains and Japanese bank stocks.
Companies mentioned：富達國際
憶聲電子 reported revenue of NT$76.4 million in August 2026, down 44% year on year, as vessel delays postponed some shipments. Its core businesses continue to make steady progress, and performance in the second half is expected to surpass the first half.
The New Taiwan dollar fell 4.3 cents to close at 31.548 per U.S. dollar. Strong AI-related exports provided support, but corporate demand for foreign currency and uncertainty over the Federal Reserve’s outlook weighed on the exchange rate.
Companies mentioned：國泰證期、統一投顧、輝達（NVIDIA）、高盛
Tatung recorded revenue of NT$4.383 billion in August, down 11.49% year over year. Meanwhile, it established a subsidiary in Australia and is making a full-scale entry into solar power and energy storage project development. The move marks a strategic expansion into emerging markets.
U.S. Treasury Secretary Bessent’s market intervention backfired, as Treasury yields rose and the yen strengthened. This has become a major risk factor for the U.S. stock market’s 4-year run of gains.
Hong Kong's three major indexes fell for four consecutive days, with the Hang Seng Index dropping below the 25000-point level to hit a six-week low. Tech stocks led the declines, mainly amid rising US-Iran tensions and higher international oil prices, which weighed on investor sentiment. Trading volume shrank and foreign investors continued to withdraw, raising the risk of further declines in the near term.
Companies mentioned：智譜、MiniMax、蔚來、美團、民生銀行
Taiwanese server maker AIC achieved cumulative revenue of NT$23.01 billion for January-August, up 60.6% year over year. NVIDIA’s B300/GB300 products are expected to drive growth in the second half.
Companies mentioned：NVIDIA
China Steel's August revenue rose nearly 13% year on year to NT$27.948 billion, as recovering global steel prices and rising coal prices fueled restocking demand, although weather affected shipping efficiency.
Companies mentioned：中龍鋼鐵
The Taiwan Venture Capital Association elected Huang Yen-nan as its new chairman. It aims to strengthen ties among capital, innovation and international markets, and will promote policy proposals and international cooperation.
Summary not yet available
Facts
Companies mentioned：村田製作所、Murata、國巨、華新科、信昌電、禾伸堂、TrendForce
China’s major A-share indexes ended lower on the 10th. Trading volume also fell from the previous day, as cautious sentiment continued in the market. Brokerages are recommending AI and resources as investment themes going forward.
Companies mentioned：中信建投証券、華泰証券
Original橋水基金創辦人達利歐が、AI熱は1929年大崩壊前の泡沫と同様の構造だと警告。過熱投資のリスクを指摘し、市場への警鐘を鳴らしている。
Companies mentioned：橋水基金
中傑-KY said its expansion will focus on Indonesia and India, while it adjusts its strategy to prioritize higher-margin products, with gross margin expected to improve in 2027. The move reflects its efforts to strengthen global supply chain competitiveness and shift toward long-term profitability.
Japan's 10-year government bond yield has topped 3% for the first time in 30 years. 野村研究所 said domestic fiscal risks are the main driver, potentially pushing up global interest rates and roiling stock markets, with AI investment particularly exposed.
Companies mentioned：野村研究所
The Taiwan government plans to invest 300 billion yen over 10 years, from 2024 to 2033, to strengthen semiconductor technologies in both hardware and software. The premier instructed the National Science and Technology Council and the Ministry of Economic Affairs to work together.
Summary not yet available
Facts
Companies mentioned：共信-KY、天津紅日健達康醫藥科技有限公司
Summary not yet available
Facts
Companies mentioned：台康生技
Summary not yet available
Companies mentioned：台康生技