159 received, 159 listed, 6 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 121 items from 4 sources; Japan, 38 items from 2 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
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Companies mentioned：Another Indie Studio Limited、Soft Source Pte Ltd、Gamechanger Studio
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Companies mentioned：Honda、CAMSHOP.JP、株式会社フェイス、本田技研工業株式会社
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Companies mentioned：4designs株式会社、一般社団法人プロティアン・キャリア協会、法政大学
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Companies mentioned：nocall.ai、nocall株式会社、JAFCO、Archetype Ventures、Coreline Ventures、MOTA、ラクーンフィナンシャル
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Companies mentioned：トガル株式会社、甘強酒造株式会社、豊臣ミュージアム
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Companies mentioned：株式会社ベスプラ、姫路市
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Companies mentioned：4designs、一般社団法人プロティアン・キャリア協会、パナソニック インダストリー株式会社、住友商事株式会社、森永製菓株式会社、株式会社ポーラ、株式会社電通デジタル、出光興産株式会社、株式会社インテージ、株式会社エクサ
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Companies mentioned：株式会社文藝春秋、オードリー、文學界
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Companies mentioned：株式会社ベスプラ、野々市市
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Companies mentioned：株式会社ベスプラ、PayPay、産業能率大学
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Companies mentioned：SLOTH JINNAN、ワイズ株式会社、株式会社しんか、桑沢デザイン研究所
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Companies mentioned：株式会社秀和システム新社、ベラガイア17 人材開発総合研究所
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Companies mentioned：ESR、Waymeet (Hong Kong) Co., Ltd
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Companies mentioned：株式会社Sホールディングス、ABITOKYO、S-LIVE JAPAN、TikTok
Although the Han Kuang 42 live-fire exercises showed progress toward realistic combat training, they exposed inadequate preparation for tunnel warfare, weak firepower among the capital’s garrison forces and risks in nighttime mobility. These issues are crucial to Taiwan’s defense strategy.
陸文浩 analyzed China's military capability to invade Taiwan. He questioned projections that it would be ready by 2030-2035, noting that amphibious forces are being developed but have yet to attain full operational capability.
張淑中 criticized 賴清德 and 卓榮泰 for undermining constitutional governance through 「不副署」 and creating an unlawful veto power, leading to democratic backsliding and potentially steering Taiwan toward authoritarian rule.
The American magazine The Atlantic pointed to contradictions between Taiwanese legislator 沈伯洋's defense policies and his own experience in alternative service. Professor 汪志雄 analyzed this, likening it to The Emperor's New Clothes.
Ahead of Taiwan's local elections, malicious campaign tactics are already widespread, putting voters' judgment to the test. The degradation of political discourse and voter apathy have raised concerns, putting the quality of democracy in question.
U.S. State Department official Raymond Greene said that even setting Taiwan's defense budget at 5% of GDP would not be enough. Taiwan's defense capabilities and uncertainty over U.S. support remain challenges.
Companies mentioned：アメリカ在台協会（AIT）
Taiwan's public-sector and teachers' pension reform has branded retirees as 'rice bugs' and 'fat cats.' Sharp cuts to the income replacement rate have pushed rank-and-file public servants and teachers into the 'new poor class.' Meanwhile, workers' labor pensions have been obscured, leading to unfair comparisons.
Song Kang's new Korean drama, 《四手聯彈，兩首奏鳴曲》, which he starred in after completing his military service, has begun streaming on Netflix. The article ranks Korean dramas featuring Song Kang by their Douban ratings and announces the Top 10. The highest-rated title is 《如蝶翩翩》, with a score of 9.2.
Companies mentioned：Netflix
Japan is often described as having had 「30 lost years」, but it still has deep strengths in critical manufacturing technologies, basic science and social resilience. The author argues that Japan’s national strengths should be reassessed and that Taiwan can learn from its experience.
Companies mentioned：Sony、Panasonic、東芝、夏普、台積電
The South Korean government is advancing its 'AI for All' plan, aiming to make generative AI available to everyone in the country free of charge by 2026. It seeks to foster the domestic AI industry and reduce reliance on foreign models.
Companies mentioned：Naver Cloud、Samsung SDS、Elice Group、SK Telecom、NC AI、LG AI Research、Motif Technologies
An American politician has proposed banning the development of super AI, prompting debate over tighter AI regulation. The proposal reflects concerns about AI risks, particularly preventing loss of control and widening social inequality.
Companies mentioned：OpenAI、Google、Microsoft、Meta
Polling data for the New Taipei mayoral election vary widely, prompting experts to sound the alarm over how they should be interpreted and how reliable they are. The figures may reflect biases in survey design rather than public opinion.
Critics say Taiwan's judicial system has fallen prey to political bias, with gifted students facing political bullying while juvenile murderers are protected under juvenile law. They argue that the spirit of the 'goddess of justice,' a symbol of justice, is missing.
A political analysis article in Taiwan discusses the interests behind election cooperation between parties and its effects. In particular, it analyzes the negative impact of the 'blue-white alliance' between the 国民党 and the 民衆党 on election results.
Companies mentioned：国民党、民進党、民衆党
As reports of child abuse have surged in recent years, a shortage of social workers and high turnover have become increasingly serious. Stronger institutional support is needed.
A nurse in Taichung was struck at high speed by a vehicle while crossing the road and run over twice, killing her. The driver is suspected of murder. The incident has drawn public condemnation and calls for legal amendments and improved pedestrian safety.
As Hong Kong marks 30 years since the handover, analysis finds that Cantonese continues to hold its position as Hong Kong's standard language. While Mandarin is widely used as China's official language, Cantonese continues to be prioritized in daily life and official settings in Hong Kong. The influence of 'one country, two systems' and Hong Kong's distinctiveness are cited as factors.
Apple unveiled its first foldable iPhone, the 'iPhone Duo,' drawing mixed assessments from several investment firms. Most expect the new product to boost sales, while Jefferies remains cautious, concerned about pressure on profit margins.
Companies mentioned：Apple、Evercore ISI、Melius Research、アメリカ銀行、モルガン・スタンレー、ゴールドマン・サックス、Jefferies、Oppenheimer
Gold prices fell more than 1% on Thursday as strong U.S. inflation data and rising oil prices increased the likelihood of a Federal Reserve rate hike, weighing on non-yielding gold. The Producer Price Index (PPI) rose 0.4%, and traders put the odds of a Fed rate hike next week at 70%.
Companies mentioned：Capital.com、美國勞工部勞工統計局(BLS)、芝商所(CME)、歐洲央行(ECB)
As the U.S. and Iran heighten military tensions over unmanned boats in the Strait of Hormuz, Iran-backed Houthi forces have seized the Red Sea port of Mocha and advanced toward the Bab el-Mandeb Strait. Two major shipping routes are under threat, and crude prices have surged.
Oracle reported results above market expectations for the first quarter of fiscal 2027. Cloud infrastructure revenue doubled, and its share price rose more than 4% in after-hours trading.
Companies mentioned：Bloomberg、S&P 500
Startup Kepler, backed by Intel and AMD, unveiled a new memory technology that aims to take on HBM. It can be manufactured using existing facilities, and the company is targeting mass production in the United States in 2028.
Companies mentioned：Intel、AMD、GlobalFoundries、ASML、Micron
台積電's chief financial officer emphasized at a 高盛 conference that AI is still at a very early stage. The spread of AI agents is expanding demand for CPUs, while capacity constraints for N3 and CoWoS are expected to persist.
Companies mentioned：高盛、CSP（クラウドサービスプロバイダー）、OSAT
Patrick Palfrey of Seaport Research said corporate second-quarter profits were strong, rising 55%. AI investment and energy demand are driving growth, and investors are paying too much attention to interest rates alone.
Companies mentioned：Seaport Research Partners、MarketWatch
Barclays said the yen’s rally could reverse and fall back to the upper 150s if expectations of a Bank of Japan rate hike and a return of GPIF funds to Japan prove unfounded. It warned that market sentiment is overheated.
Companies mentioned：GPIF
Morgan Stanley analyzed Apple's strategy as prioritizing unit sales over profit margins, following lower-than-expected prices for its new iPhones, particularly the foldable model. This signals a focus on market penetration.
Companies mentioned：Samsung、Morgan Stanley
Fitch Ratings warned that a sharp reversal in AI investment could send U.S. stocks down 35% in 6 months and trigger a recession. This is an extreme scenario, but it highlights concerns about an economic structure dependent on AI.
Companies mentioned：Fitch Ratings、Barclays、HSBC、UBS、NVIDIA、iShares Semiconductor ETF
The U.S. dollar rose as PPI accelerated, and expectations for a Fed rate hike reached 73%. The ECB also raised rates, but the euro fell. Expectations of a Bank of Japan rate hike temporarily halted the yen's rise.
Companies mentioned：Interactive Brokers、Deutsche Bank、Bloomberg
U.S. stocks fell for a fourth straight day, WTI and Brent crude topped $100, and U.S. Treasury yields hovered near 5%. PPI showed persistent inflationary pressure, boosting expectations of a Fed rate hike.
Companies mentioned：Meta、Apple、Alphabet、Microsoft、Amazon、AMD、Broadcom、NVIDIA、Applied Materials、Micron、Qualcomm、Western Digital、SanDisk、Seagate、SK Hynix、TSMC、ASE、UMC、Chunghwa Telecom、Oracle、Macy's、Cooper、Kepler、Intel
Legendary investor Stanley Druckenmiller said the United States does not need to cut interest rates and warned that a 'profit bubble' is forming in AI investment. His remarks carry important implications for both economic policy and technology investment.
Companies mentioned：Piper Sandler、Duquesne Capital
Taiwan stocks fell sharply on the 10th, and Taiwan index futures in the night session briefly dropped below 46,000. Foreign investors were net sellers of 38.3 billion yuan. 台积电’s August revenue topped 500 billion yuan for the first time, while 联发科’s August revenue hit a record. The government plans to invest 300 billion yuan from 2024 to 2033 to upgrade the semiconductor industry.
Companies mentioned：台积电、联发科、华航、长荣航、星宇航空、士电
Escalating geopolitical tensions in the Middle East pushed Brent and WTI crude prices above $100. U.S.-Iran clashes and Houthi offensives are raising supply risks and market anxiety.
Companies mentioned：XS.com、S&P Global Energy、ING、ICIS、EIA、OPEC
Hong Kong stocks fell for a fourth straight day, while trading volume hit a 4-month low. AI and pharmaceutical stocks were sold off, while mainland Chinese bank stocks held firm. Some say investors should consider holding for the long term.
Companies mentioned：騰訊、長飛光纖、中海油、智譜、中芯國際、信達生物、建設銀行、中國聯通、中國電信、恒基地產、港鐵、中通快遞、濰柴動力、翰森製藥、中國宏橋、海底撈、石藥集團、銀河娛樂、老鋪黃金、萬洲國際、友邦保險、泡泡瑪特、創科實業、農夫山泉、藥明生物、中生製藥、吉利汽車、金沙中國、百威亞太、東方海外、華虹宏力、協鑫科技、信義光能、百勝中國、美高梅中國、贛鋒鋰業、天齊鋰業、交通銀行、農業銀行、新鴻基地產
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Companies mentioned：台灣書院、休士頓美術館、亞洲協會德州中心、聖湯瑪斯大學、萊斯大學、聖安東尼奧三一大學、聖道大學、休士頓公立視覺與表演藝術高中、休士頓沃瑟姆中心、哈佛大學、華府季風書園、威尼斯影展、金曲獎
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Companies mentioned：哈德遜研究所、戰略暨國際研究中心
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Companies mentioned：台積電、台股、新台幣、衛福部、蘋果、iPhone Duo、iPhone 18 Pro、iPhone 18 Pro Max、歐洲央行、川普、高金素梅、文化部、布克獎基金會
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Companies mentioned：伊朗伊斯蘭革命衛隊、美國海軍第五艦隊、戰略暨國際研究中心、大紀元時報
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Companies mentioned：阿爾及利亞、阿拉伯聯合大公國、北非風險顧問公司、天空新聞阿拉伯台
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Companies mentioned：真主黨、美國地質調查所、法新社、黎巴嫩國營國家通訊社、巴德爾
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Companies mentioned：格勞賓登邦、荷蘭旅行業者總會、OAD、瑞士展望報
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Companies mentioned：アメリカ財政部
Canadian Prime Minister Carney welcomed Ukrainian President Zelensky in Calgary and announced C$350 million in air defense and drone assistance. The two sides also set a goal of establishing a “century-long partnership.”
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Companies mentioned：北里大学
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Companies mentioned：村田医局
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Companies mentioned：医学書院、SUZURI