936 received, 936 listed, 9 sources ・ Page 10 of 10
One place for news and notices from 2 countries/regions: Japan, 778 items from 2 sources; Taiwan, 158 items from 7 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
NVIDIA CEO Jensen Huang was invited to a state banquet hosted by President Trump in honor of President Xi Jinping. The U.S.-China competition over AI forms the backdrop, drawing attention to the diplomatic role of technology leaders.
Companies mentioned：NVIDIA、SpaceX、Apple
The United States has urged Mexico to introduce new rules to exclude Chinese-made AI hardware. The move aims to prevent tariff evasion and could have a major impact on North American trade.
Taiwanese microcontamination-control equipment maker 鈺祥 has doubled its revenue for 3 consecutive months through regenerative filter technology and a leasing model. It aims to go public in the first quarter of 2027.
Companies mentioned：台積電、中美晶、崇越科技
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Companies mentioned：SpaceX
China has met more than half of its annual target for purchases of U.S. soybeans, accelerating exports. This is good news for U.S. agriculture, but the outlook remains uncertain amid tensions in U.S.-China relations.
Companies mentioned：StoneX、Futures International LLC、FarmProgress
Chinese tungsten-related stocks have risen again. Stronger overseas policies and widening price gaps are behind the gains, but the prospects for turning around earnings under export restrictions remain uncertain.
Companies mentioned：翔鷺タングステン、中タングステン高新、章源タングステン、The Elmet、Tungsten West、中船特気
Micron has developed the world’s first 512GB DDR5 memory module and announced plans for mass production in the second half of 2027. The product is aimed at AI and data centers, and the company is working with AMD and Intel.
Companies mentioned：AMD、Intel
Crude oil falls below $100 and Treasury yields approach 5%, raising concerns that AI investment could cool. Analysts say investors should focus on AI core stocks with real earnings growth, such as 台積電 and 廣達, rather than retreating from the market altogether.
Companies mentioned：台積電、日月光投控、廣達、奇鋐、欣興、聯亞、聯發科、信驊
After receiving an offer from an investor, OpenAI is seeking a valuation of $1.2 trillion in a new funding round. That is up 41% from March, and a public listing is expected no earlier than 2026.
Companies mentioned：Anthropic、SpaceX
Real wages in the United States have fallen since February, with inflation outpacing wage growth. This points to declining consumer purchasing power and the risk of slower economic growth, while dependence on consumption led by wealthy households is drawing particular concern.
Companies mentioned：Oxford Economics
A U.S. cryptocurrency regulation bill was rejected by the Senate, sending markets into turmoil. Bitcoin and Ether fell sharply, recording their biggest declines since June.
Companies mentioned：CFTC、米財務省
Tensions have risen between Anthropic and the Trump administration over AI development safety, and senior company executives met with officials from the U.S. Defense and Commerce Departments. The CEO argues that the pace of AI development should slow, while President Trump has taken the opposing position.
Companies mentioned：Anthropic、OpenAI、SpaceXAI
The 10-year U.S. Treasury yield topped 5%, unsettling bond markets. Cryptocurrency-related and AI stocks were also affected, with 甲骨文 and Coinbase falling. Elon Musk’s suggestion that Tesla and SpaceX could merge also drew attention.
Companies mentioned：甲骨文、Coinbase、Tesla、SpaceX
MediaTek unveiled its first flagship Dimensity 9600 Pro chip built on 台積電’s 2-nanometer process, targeting the premium Android smartphone market. It is expected to launch in October, setting up a direct contest with 高通.
Companies mentioned：台積電、高通、小米、Oppo、Vivo、蘋果
Sales figures for 240 major Taiwanese companies in August 2026 were released, with 三商 and 潤隆 recording exceptionally strong growth. Financial services, trade and semiconductor industries are in focus as signs of a market recovery emerge.
Companies mentioned：三商、元大金、合庫金、富邦金、中再保、潤隆、台汽電、鴻華先進、南亞科、統一證、明泰、力鵬
Salesforce CEO Marc Benioff has warned about the risks of AI, even as the company aggressively rolls out AI agent products. The situation reflects the dilemma companies face between advances in AI and their social impact.
Companies mentioned：Salesforce、Anthropic、OpenAI、xAI、NVIDIA、Microsoft、Alphabet、Amazon
The 10-year U.S. Treasury yield has exceeded 5%, unnerving investors, but Colas of DataTrek Research sees this as a repricing of interest rates that strengthens the sustainability of economic growth. He favors software, energy and financial stocks.
Companies mentioned：DataTrek Research
U.S. media have proposed a “strategic reset” between the U.S. and Chinese leaders. The aim is to build a framework for long-term coexistence through mutual concessions over Taiwan, the Senkaku Islands, Venezuela and Cuba. The proposal suggests that geopolitical tensions could ease.
Companies mentioned：ワシントン・フォーカス
Elon Musk has proposed cross-company safety reviews of AI models before release by xAI, OpenAI, Google, Meta and leading Chinese AI companies. The aim is to improve the detection of risks through mutual verification among competitors.
Companies mentioned：xAI、OpenAI、Anthropic、Google、Meta、Microsoft
NVIDIA CEO Jensen Huang explained his “Taiwanese-parent-style” management philosophy. Despite tough feedback, the company’s turnover rate is just 2.5%, helping retain employees.
Companies mentioned：Flexion Robotics、INT21
Analysts are warning that the AI-driven rally in U.S. stocks has reached the “late stages of a bubble.” After gains through 2026, stocks are forecast to fall by as much as 21% in 2027, prompting growing calls for investors to be cautious.
Companies mentioned：Capital Economics、Rockefeller International
キングジム filed its annual securities report for the 78th fiscal period. It posted higher revenue and profit, with net income for the period exceeding 1 billion yen.
Companies mentioned：株式会社キングジム
三菱UFJアセットマネジメント filed its annual securities report for the 47th fiscal period, disclosing the operating status of its Eurozone government bond index fund.
Companies mentioned：三菱ＵＦＪアセットマネジメント株式会社
ＳＢＩ岡三アセットマネジメント filed the 26th-period annual securities report for “新経済成長ジャパン.” Net assets exceeded 8.8 billion yen, and net income for the period was 2.1 billion yen.
ゴールドマン・サックス・アセット・マネジメント filed an amended annual securities report for the 22nd period of its investment trust, disclosing the financial position of its assets under management.
インベスコ・アセット・マネジメント filed its annual securities report for the 19th fiscal period, disclosing the asset status of a fund investing in global equities.
アモーヴァ・アセットマネジメント株式会社 filed its annual securities report for the 25th fiscal period. Net assets stood at approximately 48 billion yen, and net income for the period was approximately 21.6 billion yen.
アモーヴァ・アセットマネジメント株式会社 filed its annual securities report for the 38th fiscal period. Net income for the period was approximately 221 billion yen, and the return rate was 83.33%.
大和アセットマネジメント filed its annual securities report (37th fiscal period), disclosing interim financial results for the fiscal year ending June 2026.
Companies mentioned：大和アセットマネジメント株式会社
フィデリティ投信 filed its annual securities report for the 43rd fiscal period, announcing investment results aimed at securing dividend income and growing assets.
フィデリティ投信 filed its annual securities report for the 42nd fiscal period. It recorded net income of approximately 600 million yen and manages assets through diversified investments in domestic and overseas equities.
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Companies mentioned：共信醫藥、阿聯酋國際耐力村、純種阿拉伯馬
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Companies mentioned：國邑、漢康-KY創、高端疫苗、基亞、太景*-KY、康霈*、睿生光電、大樹、圓祥生技、華廣
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Companies mentioned：國邑*
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Companies mentioned：Heho健康
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Companies mentioned：陳建州、PLG、台大醫院