1050 received, 1050 listed, 5 sources ・ Page 11 of 11
One place for news and notices from 2 countries/regions: Japan, 869 items from 1 source; Taiwan, 181 items from 4 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
A campaign event for DPP Taipei mayoral candidate 沈伯洋 at Gongguan Night Market drew more than 1,000 people. His rising popularity has been dubbed the「Yang wave」and compared to the 2018 Han wave, raising the possibility of a political shift in Taipei and posing a major threat to the KMT.
The U.S. Space Force has publicly acknowledged for the first time that it is deploying weapons in orbit. China and Russia objected and called for the demilitarization of space. There are concerns that the arms race in space will intensify.
Driven by growing demand for AI servers, Auras Technology’s liquid-cooling products are performing well, with revenue in the first 8 months of this year exceeding its total for all of last year. Revenue is expected to post double-digit growth in the third quarter, and the stock has also rebounded.
Companies mentioned：NVIDIA
U.S. Treasury yields are rising, but U.S. stocks have not fallen. They are being supported by corporate earnings growth and low volatility in the bond market. If this situation breaks down, stock prices will be affected.
Companies mentioned：MarketWatch
The Taipei Computer Association will lead six Taiwanese original game development teams to the 2026 Tokyo Game Show, showcasing the strength of Taiwan’s indie games and expanding into international markets. The move is expected to raise the global profile of Taiwanese games.
Billion Electric purchased a new factory in Taichung Industrial Park for NT$323 million, completing the title transfer on the 18th and strengthening production capacity for semiconductor CPU heat sinks. Semiconductor applications account for more than 50% of its business, and order visibility extends through 2027, reflecting its commitment to long-term expansion.
Anthropic’s Amodei and OpenAI’s Altman have advocated adjusting the pace of AI development. OpenAI has postponed its 2026 IPO, signaling that it places importance on safety risks.
Companies mentioned：Anthropic、OpenAI、xAI、Hugging Face、NVIDIA、Meta Platforms、Microsoft、Alphabet、Amazon、Oracle、SoftBank
Tai康生技 opened its commercial microbial production plant in Zhubei and has already secured orders from Japanese customers for marketed products. It also signed an agreement with U.S.-based GeneFeb to expand CDMO services in gene therapy and strengthen its international presence.
Companies mentioned：GeneFeb
Original新北市主要重劃區の予約販売と既存住宅の価格差を調査。塭仔圳が坪単価6.4万円で最も差が小さく、購入者にとってコスト効率の高い選択肢となる。
Companies mentioned：永慶房屋
儒億 (6604-TW) is offering new shares to the public ahead of its OTC listing, with bidding set to begin on Sept. 17 at a floor price of 20 yuan. It is scheduled to list on Oct. 6, 2025, against a backdrop of strong business performance.
Companies mentioned：永豐金證券、AJI
Billionaire Mark Cuban asked the AI chatbot Grok, “Which poses a greater risk of human extinction: AI or climate change?” Grok answered that AI posed a 3% risk and climate change a 0.001% risk, rating the threat from AI as overwhelmingly greater.
Companies mentioned：輝達、SpaceX
Micron has launched the world’s first 512GB DDR5 RDIMM, cutting power consumption by more than 60%. It supports the high-performance needs of AI and data centers and is slated for mass production in 2027.
Companies mentioned：AMD、Intel、JPMorganChase
The actively managed Capital Taiwan Growth ETF (00981A) goes ex-dividend today, with a distribution of NT$0.63 per share. It attracted NT$240 million in inflows on the preceding day, and filled nearly six-tenths of the price gap. The market response was strong, reflecting its high returns and tax-exempt distributions.
Companies mentioned：統一投信
Phison Technology announced it will invest NT$100 million in a domestic travel program for employees and provide an extra 1 month of pay in support of government policy. The move enhances employee benefits and supports local economies, while setting an example of corporate social responsibility for the industry.
Companies mentioned：交通部観光署
Investment appetite in China among U.S. and German companies is recovering, and the Chinese market is transforming from the “world’s factory” into a “training ground for competitiveness.” Emerging industries such as AI and EVs are becoming new engines of growth.
Companies mentioned：上海アメリカ商会、ドイツ経済研究所、中国ドイツ商会、ホニウェル・テクノロジーズ、IMF、金瑞基金、ドイツ海外商会連盟
Shin Kong Life Chairman Wei Pao-sheng said at a forum that AI is driving the insurance industry from post-event compensation toward proactive risk management, reshaping the industry and underscoring the importance of personalization and cross-sector integration.
Companies mentioned：工研院、台新金控、Saipowa
According to KPMG’s 2026 report on Taiwan’s banking industry, domestic banks recorded pretax profit of NT$583.6 billion in 2025, a record high. The main factors were export growth driven by AI demand and growth in wealth management and virtual assets, as the industry’s overall revenue structure continues to evolve.
ByteDance’s net profit fell for the first time in several years amid increased AI investment, but revenue rose 30% to $120 billion, putting it on par with Meta. This reflects intensifying AI competition and strategic choices, and will have a major impact on the industry.
Companies mentioned：Meta、Moonshot、阿里巴巴、Z.ai、DeepSeek
A report by the Office of the Inspector General of the U.S. Department of Defense said that some U.S. munitions had become “scarce” during fighting with Iran. The Trump administration has denied this, but military costs of $33.4 billion and equipment losses have come to light, raising questions about its credibility.
Companies mentioned：BBC、アメリカ戦略・国際問題研究所（CSIS）、アメリカ議会予算局（CBO）
A report by the Korea Semiconductor Industry Association says China is catching up with South Korea in NAND and DRAM technology, with gaps of 1 year and 2 years, respectively, while it remains 3 years behind in HBM. Yangtze and 長鑫儲存 are rapidly expanding capacity, but yield rates and equipment constraints remain major obstacles.
Companies mentioned：三星電子、SK海力士、長江儲存、長鑫儲存
CTBC Taiwan Income ETF (00406A) announced its third income distribution, with an estimated NT$0.138 per unit and an annualized distribution yield of 17%. It attracted heavy trading and led all ETFs in Taiwan by trading volume, showing that high-yield assets remain popular with the market.
Companies mentioned：群益台灣精選高息(00919-TW)
Japan’s exports grew for the 12th consecutive month in August, with semiconductor equipment shipments surging. But higher import costs driven by elevated oil prices and a weaker yen widened the trade deficit to 1.1 trillion yen, marking 4 consecutive months in the red.
Companies mentioned：伊藤忠綜合研究所
The United States has spent $38.1 billion in the 5 months since the start of the war with Iran. The sharp depletion of weapons stockpiles and the burden on the federal budget are worsening, potentially having a major impact on future national security.
Vivek Arya, an analyst at a U.S. bank, forecast that sustained AI demand would drive the semiconductor market to $3.2 trillion by 2030. Memory and data centers are the main growth drivers.
Companies mentioned：Micron Technology、Intel、Lam Research、Applied Materials、Anthropic、OpenAI
Meta CEO Mark Zuckerberg said that ensuring the safety of AI development requires each company to take responsibility voluntarily, rather than slowing development through an industry-wide agreement. He backed the position of NVIDIA CEO Jensen Huang.
Companies mentioned：Meta Platforms、NVIDIA、Anthropic、OpenAI、Google DeepMind、Salesforce、xAI
The Trump administration is seeking to sell Israel 40,000 2,000-pound bombs worth $2.8 billion. The deal would be one of the largest arms sales in recent years and has sparked debate at home and abroad over humanitarian concerns.
Antai Bank (2849-TW) today officially launched its high-net-worth wealth management service, with “Wise Wealth Transfer” at the heart of its brand. It offers integrated solutions for family succession and corporate leadership transitions to meet increasingly complex wealth management needs.
Companies mentioned：KPMG、新光人壽、國泰人壽、法國巴黎人壽、富盛投顧、路博邁投信、凱基證券、群益證券、商智資訊
CRIF warned that prices in Taiwan would remain elevated in the 2% range in 2026, with a risk of rising again. The main factors are rigid prices for housing, transportation and services, prompting calls for vigilance from the government and central bank.
With an interest rate hike by the Federal Reserve (Fed) widely considered almost certain, gold prices are trending lower. Wall Street analysts say expectations of a rate hike have already been priced in and that the Fed’s policy stance going forward will be key to gold prices.
Companies mentioned：UBS、HSBC、TD Securities、Sprott、ANZ、StoneX Group
Kentucky Republican Representative Thomas Massie proposed impeaching Defense Secretary Hegseth over attacks on Iran without congressional approval. Divisions within the party have come to the surface.
GAC and FAW have formed a strategic partnership through cross-shareholding. They aim to overtake 比亜迪 and become China’s largest automaker through electrification and expanded scale. With state support, the partnership could set a precedent for industry consolidation.
Companies mentioned：広汽グループ、中国第一汽車、トヨタ、比亜迪、一汽トヨタ、広州トヨタ、エイオン、伝祺、騰訊、象視汽車、一汽大衆、ホンダ、三菱、フォルクスワーゲン
As the U.S. Congress regulates stock trading by lawmakers, former President Trump’s trading volume has exceeded that of all lawmakers combined, heightening concerns about conflicts of interest. The president is exempt from the regulations, bringing ethical issues into sharp relief.
Companies mentioned：DoorDash、NVIDIA、Tesla、Charles Schwab
Ukraine has successfully shot down Shahed drones using a new, domestically developed counter-drone weapon. Technical challenges remain, but the country is accelerating the international deployment of its air defense technology and domestic development. This could mark a turning point for the defense industry.
富喬物業 has introduced the Golden Cudgel system and is shifting from rental management to asset management. It has listed on the Startup and Innovation Board (7432), leading the industry’s digitalization and structural reform.
Companies mentioned：金箍棒智慧物業、中瑞生活科技
國邑*’s inhaled drug L606 has received approval from China’s NMPA, and China will participate in the international Phase III clinical trial for PH-ILD treatment. The company retains the commercialization rights, accelerating its market development.
Companies mentioned：Liquidia
Financial Supervisory Commission Chairman Peng Jinlong said at the 2026 Taiwan Insurance Development Forum that the insurance industry should shift from “selling insurance” to “risk management”，promote AI and three-track financial innovation，and enhance public trust.
補丁科技 surged 62% on its first day on the emerging stock market，breaking above the 千-yuan mark to become a new 千-yuan stock. A 南亞科 subsidiary，it has AI memory technology adopted by 高通 and is poised for a turning point in mass production and royalty revenue in 2027.
Companies mentioned：南亞科、高通
RFID solutions provider 韋僑科技 achieved EPS of 3.62 yuan in the first half of 2026 and is expanding its business on the back of a new factory and medical demand. Full-year revenue is expected to reach a record high, and its expansion into Japan is also accelerating.
Companies mentioned：希華 (2484-TW)
Taiwan stocks rose more than 300 points against the trend on the eve of the FOMC meeting and the Taiwan index futures settlement day. Optical，DRAM and optical communications stocks led gains，while 台積電 completed its dividend adjustment，signaling steady market confidence.
Companies mentioned：台積電、聯電、聯發科、台達電、鴻海、大立光、玉晶光、華邦電、南亞科、旺宏、統新、東典光電、眾達-KY、聯鈞、光環
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Companies mentioned：RayBan
Original中国の旅行プラットフォーム「携程」が2027年のヴァージン・ギャラクティック宇宙旅行チケットを販売開始。価格は人民元510万（約2,416万円）で、中国で最も高価な宇宙旅行商品となり、681件の販売実績がある。
Companies mentioned：携程、ヴァージン・ギャラクティック
OpenAI CEO Sam Altman expressed confidence in the safe advancement of AI while voicing disappointment with the media’s approach to reporting. He advocated adopting the aviation industry’s incident-reporting culture and stressed the shared responsibility of companies, governments and individuals.
Companies mentioned：Salesforce、Anthropic、Google、DeepMind
OpenAI is in talks with major investors about raising new funds. Its valuation could reach $1.2 trillion, keeping the AI industry’s attention focused on the company.
Companies mentioned：Anthropic
立凱-KY is establishing a new factory in Tainan, Taiwan, and plans to begin shipping LFP precursors to North America in July 2027. It is responding to efforts to avoid dependence on China and aims to become profitable in 2028.
今国光 recorded its highest monthly revenue in 13 years in August 2026, driven by growing demand for infrared thermal-imaging lenses. Its share price also rose, moving above all moving averages.
Companies mentioned：大立光、玉晶光、Magna
Original台積電が1株7元の現金配当で除息取引を開始し、一時的に貼り付きながらも当日中に填息に成功した。創業者や主要株主が巨額の配当を受け取り、国発基金が最大の受益者となった。
The Trump administration convened AI company executives at the White House to discuss whether to regulate the pace of development. The focus is on balancing U.S.-China technological competition with safety.
Companies mentioned：Anthropic、OpenAI、Google DeepMind、輝達、Microsoft、Alphabet、Meta、Hugging Face、Salesforce、SpaceX、xAI
OpenAI is considering cooperation on AI safety with Anthropic and Google DeepMind. The FTC is concerned that “safety” could become a “moat” used to keep new entrants out.
Companies mentioned：OpenAI、Anthropic、Google DeepMind、xAI、Salesforce
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