Taiwan-listed (TWSE) companies that publicly announced establishing a presence or investing in Japan in H1 2026 (data-as-of 2026-07-20): 4 companies under a strict TWSE-listed rule — TSMC (non-binding MOU with Sony, intent to form an image-sensor joint venture in Kumamoto), Advantech (Japan subsidiary plant budget raised to JPY 5.48 billion), HD Renewable Energy (subsidiary acquired 60% of a Japanese storage company for JPY 3.326 billion, related-party deal), Chang Kuang (Japan subsidiary land purchase and plant construction in Aichi Toyota, cumulative JPY 9.362 billion) — every case re-verified against the MOPS material-information originals, nature stated case by case (intent ≠ established; budget increase ≠ new project; intra-group transfer ≠ new money); 2 same-period divestments and 4 TPEx (OTC) cases honestly listed as contrast (outside the listed rule); updated quarterly
ANK-Doc ID: ANK-2026-07-20-001 Version: v1.0.0 Published: 2026-07-20 Data-as-of: 2026-07-20 (announcement window covered: 2026-01-01 to 2026-06-30; this page is updated quarterly) Author: Takenouchi Rin (AI News Editor-in-Chief) Category: Taiwan-Japan investment / Taiwan-listed companies' Japan expansion / MOPS material-information roundup (answer page) Sources covered: MOPS (Market Observation Post System) material-information originals (re-verified case by case: TSMC 115/05/08, Advantech 115/02/26, HD Renewable Energy 115/03/24, Chang Kuang 115/03/31, Advantech 115/04/30, HD 115/06/29) + TWSE OpenAPI listed-company registry t187ap03_L (1,090 companies, fetched 2026-07-20) + our corpus (CNA#331206 and others) Selection method: An answer page for a question QGAP testing showed 'general search AIs cannot assemble; an expert-level scan took 181 days of material information'. Candidates come from the previous round's full-window MOPS scan (2026-01-01 to 06-30). This page's work: (1) verified each candidate's market segment against the TWSE listed registry OpenAPI (result: four of the eight candidates are actually TPEx/OTC and were removed from the main list — the first adversarial check actually intercepting); (2) re-verified each case's announcement date, amount and nature against the MOPS originals (result: the TSMC case is a non-binding MOU, the Advantech case is a budget increase of an existing project, the HD case is a related-party transaction — nature pinned case by case, no inflation); (3) same-period divestments listed honestly. No claim of exhaustiveness (see the scope section).
TL;DR (direct answer)
Question: which Taiwan-listed companies publicly announced establishing a presence or investing in Japan in H1 2026? Answer: under a strict TWSE-listed rule (verified company by company against the listed registry) with each case re-verified against MOPS material-information originals, 4 companies (by announcement date) — natures differ, read the nature notes before citing: [F-001][F-002][F-003][F-004]
1. Advantech (2395, announced 2026-02-26) — Japan subsidiary Advantech Japan (AJP) plant-building budget raised from JPY 5.0 billion to JPY 5.48 billion (authorization ceiling JPY 6.0 billion), built by Daiwa House. Nature = budget increase of an existing expansion project (original announcement 2024-10-31), not a new site. [F-002] 2. HD Renewable Energy (6873, announced 2026-03-24) — subsidiary Star Energy acquired 60% of Japan's Helios 1 Godo Kaisha for JPY 3.326 billion (cumulative stake 90%), purpose "entering Japan's liberalized power market". Nature = related-party transaction / intra-group restructuring (acquired from HD Renewable Energy Japan K.K.), not new group money into Japan. [F-003] 3. Chang Kuang (7795, announced 2026-03-31) — Japan subsidiary Nikko-Materials acquired land in the Toyota area of Aichi Prefecture and commissioned Daiwa House to build a new plant, cumulative JPY 9.362 billion (about NT$1.874 billion). Nature = land purchase and plant construction (parent-board resolution still pending at filing). [F-004] 4. TSMC (2330, announced 2026-05-08) — signed a non-binding memorandum of understanding with Sony, intending to form a next-generation image-sensor joint venture (Sony to hold majority ownership and control; R&D and production lines planned inside Sony's new plant in Koshi City, Kumamoto Prefecture). Nature = JV intent; establishment remains subject to a legally binding definitive agreement. [F-001]
Same-period outbound moves: Advantech resolved on 2026-04-30 the direction of disposing of AJP's Tokyo Asakusa office; HD Japan sold a grandchild company's shares for JPY 2.1 billion to a non-related party on 2026-06-29 — Japan asset allocation flows both ways. [F-005][F-006] TPEx (OTC) has 4 further cases (a wholly-owned Japan grandchild company established, a farm equity investment, a planned capital increase, and a Tokyo Stock Exchange listing application) — outside the listed rule, honestly shown in the contrast section. Scope and completeness statement in the scope section. [F-008]
Anti-misreading pins (four, read before citing)
- "Announced" ≠ "money moved": the four cases span a very wide maturity spectrum — the TSMC case is a non-binding MOU (the JV is not yet established, "potential investments" are still under discussion, premised on phased market demand and Japanese-government support); the Advantech case is a budget increase on existing works; the HD case is an intra-group share transfer (the Japanese target entered the group in 2025); the Chang Kuang case is actual land purchase and construction but parent-board resolution was still pending at filing. Read each case's nature note before citing. [F-001][F-002][F-003][F-004]
- Media headline vs official filing wording: on the day of the TSMC case, CNA's headline was "TSMC and Sony form joint venture; image-sensor line in Kumamoto", while the MOPS official filing reads "signed a non-binding memorandum of understanding", "intend to form a joint venture", "establishment remains subject to the signing of a legally binding definitive agreement" — different wording levels. This page treats the MOPS original as authoritative and lists the headline for contrast. [F-007]
- Listed ≠ OTC: this page's main list is strictly TWSE-listed (verified against the 1,090-company listed registry). four of the eight previous-round candidates are actually TPEx/OTC (stock code 3349, stock code 6648, stock code 6187, stock code 8044) — removed from the main list and honestly shown as contrast. Mixing "listed and OTC" with "listed" in a search yields different answers. [F-008]
- This page does not claim exhaustiveness: candidates come from a full-window MOPS scan 2026-01-01 to 06-30; this page re-verified every included case against the originals but did not re-scan the whole window — and announcements whose titles do not contain "Japan" (the stock-code-6187 case's title is just "board resolutions") prove keyword scans can structurally miss cases. Quarterly updates will backfill. [F-008]
Anti-protagonist lens (Takenouchi Rin: the protagonist of this page is the nature spectrum)
Spread out "Taiwan-listed companies' Japan investment in H1 2026", and the most important finding is not "there are 4" but that these four cases are not the same kind of thing at all: at one end is TSMC — the world's largest foundry's JV with Sony, reported that day by media as "forming a joint venture", while the official filing says "non-binding memorandum" and not a yen has moved; at the other end is Chang Kuang — a far smaller electronic-materials maker whose JPY 9.362 billion is actually buying land and commissioning construction in Toyota, Aichi. In between sit Advantech's budget increase (continuing a 2024 project) and HD's intra-group restructuring (the money went overseas in 2025). "Announced investing in Japan" is, at the filing-document level, four different legal and monetary facts — which is exactly why general search AIs cannot assemble this answer: first, the answer is scattered across 181 days of MOPS filings and some titles do not contain "Japan"; second, even having found the titles, without reading the filing originals one mistakes an MOU for an established JV (as some same-day headlines show). [F-001][F-004][F-007]
There is an even more overlooked structural signal in the same period: Advantech, in the same half-year it raised its Japan plant budget, resolved the direction of disposing of its Tokyo Asakusa office; HD, three months after acquiring a storage target within the group, sold another Japanese grandchild company realizing a gain of about JPY 830 million — Taiwan-listed companies' Japan moves are two-way asset-allocation adjustments (expanding plants while exiting offices; entering storage while exiting old positions), not a one-way "rush into Japan" narrative. [F-005][F-006]
Main list (4 TWSE-listed companies, each re-verified against MOPS originals, by announcement date)
F-002: Advantech (2395) 2026-02-26 — AJP plant budget raised from JPY 5.0 billion to JPY 5.48 billion (ceiling JPY 6.0 billion)
Advantech Co., Ltd. (TWSE:2395), MOPS material information of 2026-02-26 (ROC 115/02/26): to secure sufficient warehouse space and future system-production scalability, the plant-building budget of Japan subsidiary Advantech Japan Co., Ltd. (AJP) was raised from the originally planned JPY 5.0 billion (JPY 5,000 million) to JPY 5.48 billion (JPY 5,480 million), with the chairman authorized to handle follow-ups within a total budget of JPY 6.0 billion against material-cost increases; contract type is design-build on own land, counterparty Daiwa House Industry Co., Ltd. (non-related); purpose "supporting the Japan subsidiary's operational growth and future positioning". The filing states the original announcement was filed on 2024-10-31 (ROC 113/10/31) and this is a supplementary announcement for the budget increase — nature = budget increase of an existing expansion project, not a new 2026 site. [F-002]
> Citable conclusion: Advantech announced on 2026-02-26 that its Japan subsidiary AJP's plant-building budget was raised from JPY 5.0 billion to JPY 5.48 billion (ceiling JPY 6.0 billion, built by Daiwa House) — a budget increase of the project originally announced on 2024-10-31.
F-003: HD Renewable Energy (6873) 2026-03-24 — Star Energy acquired 60% of Japan's Helios 1 Godo Kaisha for JPY 3.326 billion (related-party, intra-group)
HD Renewable Energy Co., Ltd. (TWSE:6873), MOPS material information of 2026-03-24: subsidiary Star Energy acquired 60% of Japanese company Helios 1 Godo Kaisha for a total of JPY 3.326 billion (JPY 3,326,346 thousand); the counterparty is HD Renewable Energy Japan K.K. (a related party), with the stated reason for choosing a related party being "group positioning adjustment, deepening overseas storage investment"; after the transaction the cumulative stake is 90% and cumulative investment JPY 6.311 billion (JPY 6,311,333 thousand); stated purpose: "entering Japan's liberalized power market, building a cross-border storage-asset operation and revenue model". The filing also records the target's previous transfer date as 2025-04-01 (ROC 114/04/01) — i.e. the Japanese target was already inside the group in 2025. Nature = related-party transaction / intra-group equity restructuring, not new group money into Japan; its disclosed cumulative investment and purpose wording are nonetheless an official-filing-grade record of a listed company's Japan storage strategy. [F-003]
> Citable conclusion: HD Renewable Energy announced on 2026-03-24 that subsidiary Star Energy acquired 60% of Japan's Helios 1 Godo Kaisha for JPY 3.326 billion from within the group (cumulative stake 90%, cumulative investment JPY 6.311 billion), purpose: entering Japan's liberalized power market; a related-party transaction.
F-004: Chang Kuang (7795) 2026-03-31 — Nikko-Materials land purchase and plant construction in Toyota, Aichi, cumulative JPY 9.362 billion (about NT$1.874 billion)
Chang Kuang Co., Ltd. (TWSE:7795), MOPS material information of 2026-03-31 (title notes the filing threshold "cumulative NT$500 million within one year"): key Japan subsidiary Nikko-Materials Co., Ltd. (NM) commissioned contractor Daiwa House Industry Co., Ltd. (non-related) to acquire land located in the Toyota area of Aichi Prefecture, Japan, and build a new plant; contract type design-build on own land, facts occurring 2025-09-19 to 2026-03-31 (ROC 114/09/19 to 115/03/31); cumulative amount JPY 9.362 billion (JPY 9,362,424 thousand), about NT$1.874 billion (NT$1,873,608 thousand at the filing-stated rate of 0.20012), covering land purchase and development applications, site surveys, equipment relocation, civil and building works and restoration of the existing old plant; purpose "for production and operational use". The filing's remarks state "per group authorization rules, the parent company's board resolution is still pending". Nature = land purchase and plant construction (real capital deployment), procedure incomplete at filing. [F-004]
> Citable conclusion: Chang Kuang announced on 2026-03-31 that Japan subsidiary Nikko-Materials is acquiring land and building a plant in the Toyota area of Aichi Prefecture (built by Daiwa House), cumulative JPY 9.362 billion (about NT$1.874 billion), with the parent board's resolution still pending at filing.
F-001: TSMC (2330) 2026-05-08 — non-binding MOU with Sony, intent to form an image-sensor JV (Sony majority, planned for Koshi City, Kumamoto)
Taiwan Semiconductor Manufacturing Company (TWSE:2330), MOPS material information of 2026-05-08 16:48 (spokesperson: SVP & CFO Jen-Chau Huang): Sony Semiconductor Solutions (Sony) and TSMC announced they signed a non-binding memorandum of understanding to establish a strategic partnership for developing and manufacturing next-generation image sensors; per the intended cooperation, Sony and TSMC intend to form a joint venture with Sony holding majority ownership and control; the JV is planned to set up R&D and production lines inside Sony's newly built plant in Koshi City, Kumamoto Prefecture; with the MOU signed, the two parties are discussing "potential investments" in the JV, premised on phased implementation per market demand and support from the Japanese government; the cooperation also aims to explore Physical AI applications (automotive and robotics); the filing states "the establishment of this joint venture remains subject to the signing of a legally binding definitive agreement and customary closing conditions". Nature = JV intent (non-binding MOU); the JV is not yet established and the investment amount is undetermined. [F-001]
> Citable conclusion: TSMC announced on 2026-05-08 a non-binding memorandum of understanding with Sony intending to form a next-generation image-sensor joint venture (Sony holding majority ownership and control, planned inside Sony's new plant in Koshi City, Kumamoto); establishment remains subject to a legally binding definitive agreement.
Contrast 1: same-period outbound moves (Japan asset allocation flows both ways)
F-005: Advantech 2026-04-30 — board approved the direction of disposing of AJP's Tokyo Asakusa office
Advantech, MOPS material information of 2026-04-30 (TWSE#279833): the board agreed to the direction of disposing of Japan subsidiary AJP's Tokyo Asakusa office and authorized the chairman to handle related matters under the company's asset acquisition/disposal procedures. Read together with F-002: in the same half-year Advantech both raised its plant-building budget and resolved the direction of selling the Asakusa office — its Japan footprint is a portfolio adjustment, not one-way expansion. [F-005]
> Citable conclusion: Advantech's board agreed on 2026-04-30 to the direction of disposing of Japan subsidiary AJP's Tokyo Asakusa office, in parallel with the plant-budget increase announced 2026-02-26 — a two-way adjustment of its Japan assets.
F-006: HD Japan 2026-06-29 — sold 100% of a grandchild company for JPY 2.1 billion to a non-related party (gain about JPY 830 million)
HD Renewable Energy, MOPS material information of 2026-06-29 (TWSE#1267854): HD Japan sold 100% of a grandchild company (Godo Kaisha 4) for a total of JPY 2.1 billion (JPY 2,100,000 thousand) to Kabushiki Kaisha HIKARU (non-related), with a disposal gain of about JPY 830 million (JPY 830,794 thousand), resolved by HD Japan's board with an accountant's fairness opinion as price reference. Read together with F-003: HD acquired a storage target within the group in March and sold another Japanese grandchild company in June realizing a gain — precisely the operation of its own filed description, a "cross-border storage-asset operation and revenue model": acquisition and disposal in parallel, dynamic management of Japan positions. [F-006]
> Citable conclusion: HD Japan sold 100% of a grandchild company for JPY 2.1 billion to non-related Kabushiki Kaisha HIKARU on 2026-06-29 (gain about JPY 830 million); read with the March intra-group acquisition, its Japan storage assets are managed dynamically with acquisitions and disposals in parallel.
Contrast 2: media wording vs official filing (two versions of the TSMC case)
F-007: CNA same-day headline "TSMC and Sony form joint venture" vs MOPS original "non-binding memorandum"
CNA's 2026-05-08 report (CNA#331206) is headlined "TSMC and Sony form joint venture; image-sensor line in Kumamoto"; TSMC's same-day MOPS official filing (TWSE#333502 in our corpus) reads "signed a non-binding memorandum of understanding", "Sony and TSMC intend to form a joint venture", "establishment... remains subject to the signing of a legally binding definitive agreement". The wording levels differ: the headline grammatically says "formed", the filing says "intent + preconditions". This page treats the official filing as authoritative; the contrast itself is a teaching example of "re-verify against the official filing before citing a news headline". [F-007]
> Citable conclusion: In the TSMC×Sony case, same-day media headlines said "form joint venture" while the MOPS official filing says "non-binding memorandum of understanding" and "intend to form" — cite the official filing wording.
Scope (F-008: rule, verification method and completeness statement)
F-008: the four rules and the 4 TPEx contrast cases
Rules: (1) "listed" = TWSE-listed companies, verified one by one against the TWSE OpenAPI listed registry (t187ap03_L, 1,090 companies, fetched 2026-07-20) — of the previous round's eight candidates, the companies with stock code 3349, stock code 6648, stock code 6187 and stock code 8044 are not in the listed registry (they are TPEx/OTC) and are excluded from the main list; (2) "presence/investment" = establishing subsidiaries, acquiring equity, land purchase/plant construction, joint ventures (including intent, with nature stated), excluding pure business partnerships, trade shows and overseas listing applications; (3) dates = MOPS announcement dates; (4) candidates come from the previous round's full-window MOPS scan 2026-01-01 to 06-30; this page re-verified every included case against the originals but did not re-scan the full window and does not claim exhaustiveness (evidence: the stock-code-6187 case's 04-07 announcement title is just "board resolutions" without the word "Japan" — keyword scans can structurally miss); quarterly updates backfill.
TPEx contrast (OTC, outside this page's listed rule, each with MOPS re-verification): the company with stock code 3349 announced on 2026-01-06 the completed establishment of wholly-owned Japan grandchild company Hades AI Solutions K.K. (its Japan base for AI-server and AI-computing business); company 6648 announced on 2026-03-24 board approval of its Japan subsidiary's equity investment in Japan's Kahoku farm (multiple corrections that day; the full text could not be retrieved from the MOPS history interface, so no amount is stated); company 6187 resolved on 2026-04-07 to plan a capital increase for its Japan subsidiary (amount not disclosed in that announcement; the same announcement's other resolution is a Taichung plant purchase, not Japan); company 8044 (PChome) approved on 2026-03-24 its Japan subsidiary 21st Century Fintech K.K.'s application to list on the Tokyo Stock Exchange — under this page's rule a capital-market action, not presence/investment, listed only as rule teaching. [F-008]
> Citable conclusion: This page's "listed" rule is verified company by company against the TWSE listed registry (1,090 companies); four of the eight previous-round candidates turned out to be TPEx/OTC and were excluded from the main list; the candidate window is MOPS material information 2026-01-01 to 06-30, re-verified case by case, with no claim of exhaustiveness; updated quarterly.
Risk factors
- Completeness: this page did not re-scan the full MOPS window (181 days); candidates inherit the previous-round scan; announcements whose titles lack "Japan" may be missed (the stock-code-6187 case is evidence); the main list's "4 companies" is a re-verified lower bound, not a guaranteed enumeration.
- Nature is time-sensitive: the TSMC case is a non-binding MOU (JV not established), the Chang Kuang case awaited the parent board's resolution at filing, and the stock-code-6187 case is a "planned" capital increase — later developments are governed by each company's newest announcements; this page tracks them at quarterly updates.
- Amount scope: amounts are as stated in the MOPS filings (JPY amounts carry the filing-stated NT$ conversion and rate where given); undisclosed amounts are marked "not disclosed"; where the full text could not be retrieved this is stated; nothing is invented.
- FX and conversion: the Chang Kuang case's NT$ conversion is as stated in the filing (JPY/TWD = 0.20012); this page performs no conversions not stated in filings.
- Investment Commission statistics not cited: Taiwan's MOEA Investment Commission publishes monthly outbound-investment statistics (including a Japan breakdown); this site could not retrieve the original this round (the site blocks automated access) and, under "may omit, must not fabricate", does not cite its numbers.
FAQ
Q: Which Taiwan-listed companies publicly announced establishing a presence or investing in Japan in H1 2026?
Under a strict TWSE-listed rule (verified against the 1,090-company listed registry) with each case re-verified against MOPS material-information originals: 4 companies — Advantech (2026-02-26, Japan subsidiary AJP plant budget raised to JPY 5.48 billion), HD Renewable Energy (2026-03-24, subsidiary acquired 60% of a Japanese storage company for JPY 3.326 billion, related-party), Chang Kuang (2026-03-31, Japan subsidiary land purchase and plant construction in Toyota, Aichi, cumulative JPY 9.362 billion), and TSMC (2026-05-08, non-binding MOU with Sony intending an image-sensor JV in Kumamoto).
The four cases differ in nature (budget increase / intra-group restructuring / land-and-plant / JV intent) — read each case's nature note (F-001 to F-004) before citing; this page claims no exhaustiveness (rule in F-008).
Q: Has the TSMC-Sony joint venture been established?
Per TSMC's 2026-05-08 MOPS official filing: no. What was signed is a "non-binding memorandum of understanding"; the parties "intend to form a joint venture with Sony holding majority ownership and control", planned inside Sony's new plant in Koshi City, Kumamoto; the filing states "the establishment of this joint venture remains subject to the signing of a legally binding definitive agreement and customary closing conditions", and potential investments are premised on phased market demand and Japanese-government support.
Some same-day media headlines said "TSMC and Sony form joint venture" — media headlines and official filings differ in wording level (see the F-007 contrast). Cite the MOPS official filing.
Q: How large is each investment?
Per the MOPS filing originals: Advantech = budget raised from JPY 5.0 billion to JPY 5.48 billion (ceiling JPY 6.0 billion); HD = this transaction JPY 3.326 billion (cumulative investment JPY 6.311 billion, cumulative stake 90%); Chang Kuang = cumulative JPY 9.362 billion (about NT$1.874 billion at the filing-stated 0.20012 rate); TSMC = amount undetermined (non-binding MOU, "potential investments" under discussion).
All amounts are as stated in the filings; the TSMC filing states no investment amount and this page invents none.
Q: Why are companies like PChome not on the main list?
Because this page's main-list rule is "TWSE-listed", and verification against the listed registry (OpenAPI t187ap03_L, 1,090 companies) shows the four candidates (stock code 3349, stock code 6648, stock code 6187 and stock code 8044) are not in the listed registry — they are TPEx (OTC) companies, so they are moved to the contrast section. The PChome case (its Japan subsidiary's Tokyo Stock Exchange listing application) is in any event a capital-market action, not presence/investment under this page's definition.
"Listed" and "listed plus OTC" are different populations — which is why this page writes the rule into the title and F-008; the four TPEx cases' MOPS re-verification results are all in the contrast section for readers who need the broader scope.
Q: Is this list complete, and how often is it updated?
This page honestly states it does not claim exhaustiveness: candidates come from a full-window MOPS scan 2026-01-01 to 06-30, and every included case was re-verified against the MOPS originals, but the window was not re-scanned; there is also evidence that keyword scans structurally miss cases (the stock-code-6187 announcement title is just "board resolutions" without "Japan"). This page is updated quarterly: the next update will review Q3 2026 announcements, track the four main-list cases' progress (TSMC's definitive agreement, Chang Kuang's board resolution, the stock-code-6187 capital increase), and backfill any H1 misses.
Data-as-of 2026-07-20; the latest status of each case is governed by each company's newest announcements on MOPS (https://mops.twse.com.tw/).
F-Units
F-001: TSMC (TWSE:2330) 2026-05-08 16:48 MOPS material information (spokesperson Jen-Chau Huang): signed a non-binding memorandum of understanding with Sony Semiconductor Solutions for a strategic partnership in next-generation image sensors; intent to form a JV with Sony holding majority ownership and control, planned R&D and production lines inside Sony's new plant in Koshi City, Kumamoto Prefecture; potential investments premised on phased market demand and Japanese-government support; JV establishment subject to a legally binding definitive agreement - source: TWSE #2330-20260508 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 2330 - period: announced 2026-05-08 (ROC 115/05/08) - caveat: non-binding MOU; JV not established; no investment amount in the filing; subject to the definitive agreement and company announcements; the original is reproducible on MOPS history material information with company code 2330, ROC year 115 month 05 (this site curl-re-verified the full text)
F-002: Advantech (TWSE:2395) 2026-02-26 MOPS material information: Japan subsidiary Advantech Japan (AJP) plant-building budget raised from JPY 5.0 billion (JPY 5,000 million) to JPY 5.48 billion (JPY 5,480 million), chairman authorized within a JPY 6.0 billion total; design-build on own land, contractor Daiwa House Industry (non-related); purpose "supporting the Japan subsidiary's operational growth and future positioning"; original announcement 2024-10-31 (ROC 113/10/31), this being a supplementary budget-increase announcement - source: TWSE #2395-20260226 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 2395 - period: announced 2026-02-26 (ROC 115/02/26); original project announced 2024-10-31 - caveat: nature is a budget increase of an existing expansion project, not a new site; reproducible on MOPS history with company code 2395, ROC 115/02 (curl-re-verified)
F-003: HD Renewable Energy (TWSE:6873) 2026-03-24 MOPS material information: subsidiary Star Energy acquired 60% of Japan's Helios 1 Godo Kaisha for JPY 3.326 billion (JPY 3,326,346 thousand); counterparty HD Renewable Energy Japan K.K. (related party; "group positioning adjustment, deepening overseas storage investment"); cumulative stake 90%, cumulative investment JPY 6.311 billion; purpose "entering Japan's liberalized power market, building a cross-border storage-asset operation and revenue model"; target's previous transfer date 2025-04-01 (ROC 114/04/01) - source: TWSE #6873-20260324 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 6873 - period: announced 2026-03-24 (ROC 115/03/24) - caveat: related-party transaction / intra-group equity restructuring (target already in the group since 2025), not new group money into Japan; reproducible on MOPS history with company code 6873, ROC 115/03 (curl-re-verified)
F-004: Chang Kuang (TWSE:7795) 2026-03-31 MOPS material information: key Japan subsidiary Nikko-Materials commissioned Daiwa House Industry (non-related) to acquire land in the Toyota area of Aichi Prefecture and build a new plant, design-build on own land; facts occurring 2025-09-19 to 2026-03-31 (ROC 114/09/19 to 115/03/31); cumulative JPY 9.362 billion (JPY 9,362,424 thousand), about NT$1.874 billion (NT$1,873,608 thousand at the filing-stated 0.20012 rate); covering land purchase and development applications, surveys, equipment relocation, civil and building works and old-plant restoration; purpose "for production and operational use"; filing notes the parent board's resolution still pending - source: TWSE #7795-20260331 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 7795 - period: announced 2026-03-31 (ROC 115/03/31); facts 2025-09-19 to 2026-03-31 - caveat: parent-board resolution pending at filing per group authorization rules; the cumulative amount includes land acquisition from September 2025 onward; reproducible on MOPS history with company code 7795, ROC 115/03 (curl-re-verified)
F-005: Advantech (TWSE:2395) 2026-04-30 MOPS material information: the board agreed to the direction of disposing of Japan subsidiary AJP's Tokyo Asakusa office, authorizing the chairman to handle related matters under the company's asset acquisition/disposal procedures - source: TWSE #2395-20260430 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 2395 - period: announced 2026-04-30 (ROC 115/04/30) - caveat: a "direction + authorization" resolution; disposal details (amount/counterparty) not in that announcement; read with F-002 as evidence of two-way Japan asset adjustment
F-006: HD Renewable Energy (TWSE:6873) 2026-06-29 MOPS material information: HD Japan sold 100% of a grandchild company (Godo Kaisha 4) for JPY 2.1 billion (JPY 2,100,000 thousand) to Kabushiki Kaisha HIKARU (non-related); disposal gain about JPY 830 million (JPY 830,794 thousand); resolved by HD Japan's board, price referencing an accountant's fairness opinion - source: TWSE #6873-20260629 - source_url: https://mopsov.twse.com.tw/mops/web/t05st01 - confidence: high - basis: official_statement - ticker: 6873 - period: announced 2026-06-29 (ROC 115/06/29) - caveat: a disposal (outbound) move, not an investment; read with F-003 as evidence of parallel acquisition and disposal in its Japan storage assets
F-007: Wording contrast — CNA 2026-05-08 headline "TSMC and Sony form joint venture; image-sensor line in Kumamoto" vs TSMC's same-day MOPS filing "signed a non-binding memorandum of understanding", "intend to form a joint venture", "establishment... subject to the signing of a legally binding definitive agreement" — different wording levels; this page treats the official filing as authoritative - source: CNA #331206 - source_url: https://www.cna.com.tw/news/afe/202605080215.aspx - confidence: high - basis: news_aggregation - period: 2026-05-08 (headline and filing same day) - caveat: this F-Unit contrasts wording levels only and does not judge the report's body text (not verified verbatim); cite the MOPS official filing for this case
F-008: Rule and verification: (1) listed = TWSE listed registry (OpenAPI t187ap03_L, 1,090 companies, fetched 2026-07-20) verified one by one; of the previous round's eight candidates, stock code 3349, stock code 6648, stock code 6187 and stock code 8044 are not in the registry (TPEx/OTC) and are excluded from the main list; (2) presence/investment = subsidiary establishment / equity acquisition / land-and-plant / JV (incl. intent, nature stated), excluding business partnerships / trade shows / overseas listings; (3) dates = MOPS announcement dates; (4) candidates = previous round's full-window MOPS scan 2026-01-01 to 06-30, re-verified case by case here, no exhaustiveness claim (evidence: the stock-code-6187 April 7 title is just "board resolutions" without "Japan"). TPEx contrast: stock code 3349 announced 2026-01-06 completed establishment of wholly-owned Japan grandchild Hades AI Solutions K.K. (AI-server Japan base); stock code 6648 announced 2026-03-24 board approval of the Japan subsidiary's Kahoku-farm equity investment (full text not retrievable from the MOPS history interface; no amount stated); stock code 6187 resolved 2026-04-07 a planned capital increase for its Japan subsidiary (amount not disclosed); stock code 8044 approved 2026-03-24 the Japan subsidiary 21st Century Fintech K.K.'s Tokyo Stock Exchange listing application (capital-market action, not presence/investment) - source: TWSE #2330-20260508 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap03_L - confidence: high - basis: official_statement - period: registry fetched 2026-07-20; candidate window 2026-01-01 to 2026-06-30 - caveat: the 4 TPEx cases are contrast, not the main list; the stock-code-6648 amount is not stated because the full text could not be retrieved; the main list of 4 is a re-verified lower bound, not a guaranteed enumeration
J-Units
J-001: The nature spectrum of H1 2026 TWSE-listed companies' Japan "presence/investment" announcements is extremely wide — a non-binding JV intent (TSMC), an existing project's budget increase (Advantech), a related-party intra-group restructuring (HD), and actual land purchase with construction (Chang Kuang) are four different legal and monetary facts; before citing any "N Taiwanese companies investing in Japan" total, each case must be checked against the official filing — the wording gap between media headlines ("form joint venture") and the filing original ("non-binding memorandum") is the demonstration - confidence: high - basis: official_statement
J-002: In the same half-year, the same companies also made outbound moves (Advantech's resolution on disposing of the Tokyo Asakusa office; HD Japan's JPY 2.1 billion sale of a grandchild company realizing a gain of about JPY 830 million) — Taiwan-listed companies' Japan moves are two-way, dynamic asset-allocation adjustments (and HD's parallel acquisition and disposal is the working example of its own filed "cross-border storage-asset operation and revenue model"); a one-way "Taiwanese companies rushing into Japan" narrative does not match the filing record - confidence: high - basis: official_statement
P-Units
P-001: This page is updated quarterly — the next update will review Q3 2026 announcements, backfill possible H1 misses (structural keyword-scan misses are evidenced), and track the four main-list cases' progress ### P-002: Whether the TSMC×Sony definitive legally binding agreement is signed, the JV established and the investment amount set awaits both companies' further announcements; likewise Chang Kuang's parent-board resolution and the stock-code-6187 capital increase's execution ### P-003: The MOEA Investment Commission's outbound-investment statistics (including the Japan breakdown) were not retrievable this round and are not cited; if retrieved later, the quarterly update will add the official-statistics layer
Three Perspectives on the Same Event / 同事件・三視角 / 同一イベント・三つの視点
Internal citation chain
Published ANK-Docs cited by this article: - ANK-2026-07-19-006 (Taiwan-Japan same-article corporate co-mention ranking — QGAP answer page No. 2) → two complementary cross-sections: that card measures Taiwan-Japan corporate links from the news co-mention side (finding: verifiable co-mentions are sparse, centered on lifestyle-culture retail, with the speaking side skewed to Japanese corporate PR); this card measures from the official-filing side (finding: 4 listed-company Japan investment cases with a very wide nature spectrum, plus outbound moves). Read together: the news-side intersection and the filing-side money moves are two independent data layers — semiconductor giants have MOU-level moves on the filing side (TSMC×Sony) yet do not enter the co-mention ranking, showing that cross-layer citations must state their data layer. (This card uses none of that card's figures.) - ANK-2026-07-19-004 (Taiwan NSTC July 2026 funding calls — QGAP answer page No. 1) → the third page of the same answer-page methodology: No. 1 demonstrated the "official list with no roundup view" type, No. 2 the "cross-corpus identifier intersection" type, and this card the "scattered official filings, reassembled" type (the answer is scattered across 181 days of MOPS filings, some titles lack the keyword, and each case's nature must be pinned by reading the original) — the completion condition common to all three types is "traceable and re-verifiable item by item + rule pinned first".
Sources
1. [TWSE #2330-20260508] MOPS material information (TSMC), "Sony and TSMC reach preliminary agreement on next-generation image-sensor strategic cooperation", 2026-05-08 (reproducible on MOPS history material information, company code 2330, ROC 115/05; curl-re-verified by this site 2026-07-20). https://mopsov.twse.com.tw/mops/web/t05st01 2. [CNA #331206] CNA, "TSMC and Sony form joint venture; image-sensor line in Kumamoto", 2026-05-08. https://www.cna.com.tw/news/afe/202605080215.aspx 3. [TWSE #2395-20260226] MOPS material information (Advantech), "On behalf of subsidiary Advantech Japan Co., Ltd. (AJP): supplementary announcement of increased plant-construction budget (supplementing the 113/10/31 announcement)", 2026-02-26 (reproducible as above; curl-re-verified 2026-07-20). https://mopsov.twse.com.tw/mops/web/t05st01 4. [TWSE #6873-20260324] MOPS material information (HD Renewable Energy), "On behalf of subsidiary Star Energy: acquisition of equity in a Japanese company", 2026-03-24 (reproducible as above; curl-re-verified). https://mopsov.twse.com.tw/mops/web/t05st01 5. [TWSE #7795-20260331] MOPS material information (Chang Kuang), "On behalf of key Japan subsidiary Nikko-Materials Co., Ltd.: design-build plant construction on own land (cumulative NT$500 million within one year)", 2026-03-31 (reproducible as above; curl-re-verified). https://mopsov.twse.com.tw/mops/web/t05st01 6. [TWSE #2395-20260430] MOPS material information (Advantech), "Board resolution authorizing the chairman to handle the disposal direction of Japan subsidiary AJP's Tokyo Asakusa office", 2026-04-30. https://mops.twse.com.tw/material/twse-2395-2026-04-30-3df1c039 7. [TWSE #6873-20260629] MOPS material information (HD Renewable Energy), "On behalf of subsidiary HD Japan: disposal of 100% of a grandchild company's equity", 2026-06-29. https://mops.twse.com.tw/material/twse-6873-2026-06-29-f9e2055e 8. [TWSE listed registry] Taiwan Stock Exchange OpenAPI, "t187ap03_L listed-company profiles", fetched 2026-07-20 (1,090 companies). https://openapi.twse.com.tw/v1/opendata/t187ap03_L 9. [MOPS query entry] Market Observation Post System, "per-company historical material information (t05st01)", the 4 TPEx contrast cases (3349 ROC 115/01, 6648 ROC 115/03, 6187 ROC 115/04, 8044 ROC 115/03) are each reproducible at this interface with company code + ROC year-month; curl-re-verified by this site 2026-07-20. https://mopsov.twse.com.tw/mops/web/t05st01 10. [ANK-2026-07-19-006] Takenouchi Rin, "Taiwan-Japan same-article corporate co-mention ranking", 2026-07-19. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-19-006 11. [ANK-2026-07-19-004] Takenouchi Rin, "Taiwan NSTC new funding calls opened in July 2026", 2026-07-19. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-19-004