Reported 11 months ago
円星科技（M31）在美國舉辦的第61屆設計自動化大會（DAC）上展示最先進的製程矽智財解決方案，以應對全球AI賦能趨勢，提高晶片計算密度和效能，強化人工智慧晶片運算能力。M31的技術行銷副總Jayanta Lahiri在演講中介紹M31的矽智財解決方案及豐富的合作經驗，以幫助客戶在高速發展市場中取得競爭優勢。
Source: YAHOO
Reported 11 months ago
CITIC Bank has won six awards from FinanceAsia, including Taiwan's Best Bank for the 22nd time, highlighting its support for clients in overseas financial services and its exceptional business performance. The bank was recognized for its role in assisting companies with global market trends, overseas supply chain financial needs, and sustainable finance initiatives, earning accolades in various categories at the FinanceAsia Awards 2024 in Hong Kong.
Source: YAHOO
Reported 11 months ago
In order to meet the demand for AI chips, TSMC continues to expand its CoWoS advanced packaging capacity. Chunghao (5443) has joined forces with other companies to form the G2C＋ industry alliance, breaking into the CoWoS equipment supply chain to capture a share of TSMC’s market. Chunghao, along with ZHISHENG and KUENHA, formed the G2C＋ industry alliance to provide one-stop services for semiconductor equipment and factory automation. With a focus on advancing packaging equipment and a strategic investment in Sun Moon Lake Semiconductor, Chunghao is expanding into the silicon wafer sector. Investments in next-generation display technologies like Micro LED will contribute to revenue growth, and with customers expanding capital expenditures, profits are expected to continue next year. Some customers are moving production back to Taiwan due to US-China tensions, resulting in the shipment of related equipment this year.
Source: YAHOO
Reported 11 months ago
《時代雜誌》公布2024年全球500大永續企業名單，中華電信成為其中之一，並獲選為全球永續企業中排名前2％，亞太地區電信業排名第一。中華電信在永續治理上表現卓越，被譽為國際標竿，並受到國際媒體高度肯定。公司致力打造幸福職場環境，提供豐富的福利措施，並推動數位平權政策，強化偏遠地區網路建設，助力多元族群共享數位環境。
Source: YAHOO
Reported 11 months ago
In response to new competition in the leisure resort hotel market in Yilan, Taiwan, the three major hotels in Jiaoxi have launched renovation projects to upgrade their facilities. The Jiaoxi Hotel, the first five-star leisure resort hotel in Yilan, completed its largest renovation project since opening by investing over 500 million NTD. Jiaoxi Gallant Spring Resort spent 200 million NTD during the 2020 pandemic to revamp their facilities, and Jiaoxi Evergreen Phoenix Hotel also initiated upgrades to its lobby, 5th-floor water area, and SPA area in the first half of the year. The hotels have reopened with new looks aiming to increase room rates and occupancy rates, fueling a fierce competition in the Jiaoxi leisure resort hotel market.
Source: YAHOO
Reported 11 months ago
In an effort to push the drone industry into the international market, Taiwanese drone manufacturers have come together to establish the Taiwan Drone Supply Chain Alliance, aiming to create the 'Drone Taiwan' brand and become a key player in the global industry. With the support of the central government, Chiayi County government is fostering a drone industry cluster, attracting global attention. President Lai Ching-te has set a goal for the drone industry to reach a production value of NT$40 billion by 2030, emphasizing the significance of drones in Taiwan's economic development.
Source: YAHOO
Reported 11 months ago
At the investors' conference held on June 27, 2024, the General Manager of Li-Jie (3444) stated that the company had performed well in the first half of the year compared to the same period last year. As the industrial order gradually recovers in the second half of the year, including the testing products, carrier boards, and proprietary products, all are expected to show stronger performance than in the first half, leading to a more optimistic year-on-year revenue growth. Various product lines like the thermally conductive sheet are expected to contribute to the revenue growth, indicating a positive outlook for the company.
Source: YAHOO
Reported 11 months ago
The first debate of the 2024 US presidential election is set to take place on June 28, with the economy being a key issue for voters deciding who will enter the White House. Nearly 90% of surveyed voters in a May poll by ABC News and Ipsos stated that the economy is the most important issue influencing their voting intentions in November. As the debate focuses on economic policies, the current state of the US economy, including a rise in unemployment rate and shortages in the job market, will be a central point of contention between Biden and Trump. The debate is crucial for both candidates' reelection chances, with around 60% of American adults expressing interest in watching the debate and following related commentary on candidates' performance through news and social media.
Source: YAHOO
Reported 11 months ago
To address loopholes, the Taiwanese government has implemented new regulations for housing loans, including stronger pre-loan reviews, post-loan management, and increased inspections. Starting immediately, new loan applicants are required to sign a 'self-occupancy undertaking' and a new clause limits each individual to receiving a loan only once. The Ministry of Finance will cross-reference data with the Ministry of the Interior to identify non-self-occupancy cases, cancel subsidies, and recover interest subsidies to ensure government funds are used appropriately.
Source: YAHOO
Reported 11 months ago
The yen-to-dollar exchange rate hit its lowest level in 38 years on June 27 at 160.88 yen, indicating a strong dollar and a depreciation trend in major Asian currencies in June, sparking concerns about an Asian currency depreciation war. Market observers are closely monitoring the People's Bank of China's active adjustment of the renminbi's midpoint price to prevent widespread Asian currency depreciation. Other Asian currencies have declined in June, with the yen leading the depreciation. The Renminbi continues to weaken, with the offshore rate dropping below 7.3 yuan, showing no signs of short-term convergence in the depreciation trend. The New Taiwan Dollar has remained resilient compared to other Asian currencies, with the Central Bank's cautious intervention preventing excessive depreciation. Observers suggest that a full Asian currency depreciation is a response to the overall economic situation, mainly driven by the strong US dollar, and the Renminbi's approach towards depreciation will be essential in determining the potential for an Asian currency depreciation war.
Source: YAHOO
Reported 11 months ago
Yulon Group is seizing the opportunity of electric vehicles, with Yulon Motor's Chairman Yen Chen Li-lian announcing at the shareholders' meeting that NISSAN's electric car ARIYA will be launched in July, enhancing the lineup of new energy vehicles. Yulon Motor's revenue in 2020 was 26.136 billion NT dollars, with a net profit of 1.161 billion NT dollars. The company aims for stable growth by improving brand value, product competitiveness, and service quality. Yulon Motor's revenue in Q1 2021 increased by 7.29% compared to the previous year, with a net profit of 599 million NT dollars, showing positive prospects for the full year performance.
Source: YAHOO
Reported 11 months ago
As the first half of 2024 comes to an end, the U.S. economy has shown better-than-expected growth while inflation is stabilizing. The focus is shifting towards political developments globally, with upcoming elections in France and the UK. Market volatility has increased due to uncertainties surrounding the U.S. presidential election. Apple's new AI solution, Intelligence, is anticipated to trigger early demand for iPhone upgrades, benefiting Taiwan's stock market. The collaboration between OpenAI and Apple is expected to advance AI applications, ushering in a new phase of AI development with the delay of OpenAI's GPT-5 model to 2025.
Source: YAHOO
Reported 11 months ago
Economic analysts De Leus and Gijsels recently highlighted escalating trade tensions among China, the US, and Europe in the electric vehicle and green energy industries in a published article. This has led to China exporting a large number of electric cars, impacting Europe's industrial heartland. To avoid sanctions from the US and Europe, China is now turning to establish factories or export in third countries, reshaping the global investment landscape. The ongoing trade wars between China and the EU are expected to spark mutual reactions, with tariff policies encouraging Chinese firms to build overseas factories. While facing losses in the US market, China's growth in other markets is offsetting the damage, as many US companies are relocating suppliers outside China to countries like Vietnam and Thailand, boosting Chinese exports to these regions significantly.
Source: YAHOO
Reported 11 months ago
Ying Wei Technology, a leading provider of semiconductor testing interface solutions, held its mid-year conference on June 27, 2024. Chairman Wang Jiahuang expressed optimism for the semiconductor industry entering an upturn cycle and actively expanding into AI and high-speed computing markets. With strong demand in AI, HPC, and 5G applications, Ying Wei expects continued growth in the second half of the year. Wang also highlighted progress in their Kaohsiung new factory, enhancing capabilities and services to meet evolving market needs, including the launch of advanced Wafer Level Chip Scale Co-Packaged Optics CPO Package testing systems.
Source: YAHOO
Reported 11 months ago
On June 27, 2024, at 4:10 PM, Exciton Technology (4160) saw a surge in stock price to a historic high of 109.5 yuan due to the announcement by the Ministry of Health and Welfare that cancer NGS (Next Generation Gene Sequencing) will be covered by health insurance starting in May. With an expected outstanding performance, the company had 1,093 shares traded, with 1,575 buy orders waiting. As the biotechnology month approaches, the enthusiasm for the sector is expected to boost future performance, especially with its core businesses in genetic testing and molecular diagnostics showing significant growth.
Source: YAHOO
Reported 11 months ago
Following the Japanese yen hitting a 38-year low against the US dollar on June 27, 2024, affecting the overall Asian currency trend, Taiwan Shin Kong Chief Economist Lee Chen-yu analyzed three key factors. He mentioned that if the US starts cutting interest rates in the second half of the year, the US dollar bullish trend weakens, the yen will strengthen, with a potential to return to around 157 yen. Other factors include the outcome of Macron's election in July stabilizing the euro and bringing the yen back to 155, and the domestic political struggles in Japan affecting the yen's performance. The yen's future is dependent on US PCE data and Macron's election results, with scenarios ranging from yen strengthening to further decline if certain conditions are met. The overall Asian currency depreciation remains uncertain with potential influences from US elections and China's policy decisions.
Source: YAHOO
Reported 11 months ago
Micron CEO Sanjay Mehrotra is optimistic about AI demand driving a wave of PC upgrades, revealing that major PC and smartphone manufacturers are already hoarding chips in response to rising prices. To meet AI demand, Micron is actively building factories, with capital expenditure expected to increase significantly starting from September this year. With AI demand boosting sales of Micron's high-bandwidth memory chips (HBM), the company saw a turnaround from loss to profit last quarter. Micron expects record revenue next year thanks to the expanding AI demand, as well as anticipating significant growth in DRAM and NAND chip demand.
Source: YAHOO
Reported 11 months ago
Chinese tech giant Huawei is facing challenges in expanding production capacity of its second-generation AI chip, the Ascend 910B, designed to compete with Nvidia's A100. Despite initiating production at chipmaker SMIC over half a year ago, the yield rate remains around 20%, with frequent equipment malfunctions severely limiting output. The US export restrictions and equipment supply disruptions have also hampered production goals. Huawei's plans to launch an upgraded version, the Ascend 910C, in September and a 5nm AI chip next year may face obstacles. The overall trend indicates China's semiconductor self-sufficiency aspirations being hindered by various factors, impacting other local tech giants like Alibaba, Tencent, and Baidu, as well as government data center projects.
Source: YAHOO
Reported 11 months ago
夏普27日宣布由鴻海董事長劉揚偉接任夏普會長一職，以加速與大股東合作並推動公司轉型。新的董事組合和執行董事制度旨在強化公司治理，推動資產合理化、品牌事業和新產業的發展。劉揚偉透露夏普將轉型為AI數據中心，推動輕資產化目標。劉揚偉強調鴻海將協助夏普經營團隊，並提供經營建議以因應市場變化。
Source: YAHOO
Reported 11 months ago
As the weather heats up, the stock prices of heavy electronics companies are rising, with Asia (1514) receiving UL certification in the United States for its products. Coupled with overseas semiconductor manufacturers' experiences in exporting heavy electronic equipment and the ability to expand into foreign markets, analysts rate the company as a 'buy.' Asia's EPS for the first quarter is 0.89 yuan, up 48.33% year-on-year, with projected profits expected to grow each quarter. The company has orders visible until 2028, with a chance to exceed last year's revenue and profits. Orders include those from Taiwan Power Company's resilient grid project, overseas factory construction orders from major chip manufacturers, and business expansions into AI cloud data centers and large solar inverters, all contributing to boosting Asia's revenue.
Source: YAHOO
Reported 11 months ago
The Asian Biotech Conference is set to take place from July 24 to 28, 2024, with the forum expanded threefold, reaching a new record with a total of 900 companies participating and over 2,200 booth spaces. More than 500 domestic and international buyers have already signed up for one-on-one business matching. The conference aims to boost Taiwan's biotech industry visibility through international cooperation and create new business opportunities. At the 2024 conference, three major forums will be held concurrently, focusing on innovation in technology, investment peaks, and regional cooperation.
Source: YAHOO
Reported 11 months ago
National Life announced on June 27, 2024 that it successfully priced a 10-year senior unsecured corporate bond amounting to $600 million through its wholly-owned subsidiary Cathaylife Singapore in the international market. The bond issuance was oversubscribed three times, setting a record for the first Taiwanese insurance company to issue USD bonds in the global market. With the goal of increasing capital diversification and optimizing costs, National Life plans to continue overseas fundraising to tap into the growing appetite of international investors.
Source: YAHOO
Reported 11 months ago
The positive wealth effect from the rising stock market has boosted people's confidence to engage in leisure activities. According to the latest statistics released by the Ministry of Finance, entertainment tax revenue for the first five months of this year reached NT$8.6 billion, setting a new high for the same period in previous years. Taipei, Taichung, and Kaohsiung all achieved record-high tax revenues during this period, with Kaohsiung benefiting significantly from hosting multiple concerts. Various cities showed different main sources of entertainment tax, such as temporary performances, golf courses, claw machines, and electronic gaming machines.
Source: YAHOO
Reported 11 months ago
Taiwan Stock Exchange Chairman, Lin Hsiu-Ming, announced on June 27, 2024, the establishment of dual main boards focusing on innovation to shape three new economic industries: biotechnology and medical, digital cloud, and green energy conservation, in order to nurture unicorn industries. The stock exchange aims to promote the value of Taiwan's capital market, enhance international competitiveness, and boost the potential development of the country's new economic industries through innovative strategies and industry linkages.
Source: YAHOO