Reported 10 months ago
According to TrendForce, while Chinese semiconductor wafer foundries are benefiting from domestic chip substitution and seeing a recovery in capacity utilization, only advanced process plants in Taiwan have the opportunity to raise prices, with mature process plants in Taiwan facing challenges in price rebounding for the rest of the year. Despite positive factors like the mid-year sales season in Mainland China, new smartphone launches in the second half of the year, and end-of-year peak season sales expectations, overall demand recovery is not significant, ASP trends are declining, and the plant competition will intensify with the release of new capacity next year.
Source: YAHOO
Reported 10 months ago
Taiwan Power Corporation is actively supporting startups by linking 15 startups through the 5G accelerator and investing in multiple startup companies through existing funds. Chairman Guo Shuiyi disclosed that the corporation is focusing on evaluating Taiwan and Southeast Asian startup teams through the China Digital Creative Fund and the Southeast Asia Technology Fund. By leading Taiwanese startups to explore international business opportunities and attracting Southeast Asian startup teams to Taiwan, Taiwan Power Corporation aims to facilitate the growth of startups in various ways, such as providing cloud services, business matchmaking, and financial support.
Source: YAHOO
Reported 10 months ago
TSMC (2330) surged to a record high of 984 NT dollars on June 19, closing at 981 NT dollars, marking a historical high both intraday and at closing. This spike also led to the Taiwan Top 50 (0050), with a 51.9% holding in TSMC, reaching a new high of 187.95 NT dollars. Foreign institutional investors are optimistic about TSMC reaching a target price of 1,000 to 1,160 NT dollars. It is speculated that TSMC may raise prices for 3nm and 5nm processes, which could boost EPS growth by 3-6% if prices increase by 5-10% in 2025. Overall, TSMC's revenue is expected to increase by 29%, 39%, and 31% from 2024 to 2026. The positive outlook on the tech industry's profitability in the coming years also extends to other sectors like finance.
Source: YAHOO
Reported 10 months ago
CyberLink Technology Chairman Huang Jau-Mu stated that the second half of this year is expected to see the launch of AI PC-related software products, anticipating a boom in AI PC business opportunities in 2025 and 2026. Having collaborated extensively with major computer brands and chip manufacturers over the past 20 years, CyberLink has achieved 1-2 times performance improvement in software efficiency, positioning them uniquely in the upcoming AI PC wave. The company's 2024 performance is predicted to surpass the previous year, with collaborations with Intel, Qualcomm, and AMD in the pipeline for AI PC software product launches in the latter part of the year.
Source: YAHOO
Reported 10 months ago
President announced the establishment of the National Climate Change Response Strategy Committee on the one-month anniversary of his inauguration, aiming to meet the 2050 net zero carbon emissions requirement. This new policy will benefit green energy concept stocks such as semiconductor energy, clouded leopard energy, Jiuding Power, Uni-President Group, United Renewable, Century Steel, Anji, Motech, Delta Electronics, Taiwan Cement, and Sunju. Experts predict a focus on green energy, wind energy, and solar energy industries, with the potential to thrive under the upcoming policies.
Source: YAHOO
Reported 10 months ago
With the recovery of fundamentals and excitement over AI technology themes, the Taiwan stock market has shown a strong bullish trend, with the Taiwan Weighted Index hitting historic highs since April 26. Along with this, market value ETFs in Taiwan have seen a rise, with the Yuanta Taiwan ESG Low Carbon 50 (00923) standing out with a cumulative increase of nearly 11.19% by June 11. Experts attribute the ETF's performance to its focus on technology and Nvidia stock holdings, indicating a preference for ESG and low-carbon investment options. The future outlook remains positive as Taiwan's transition towards a net-zero economy and the global focus on ESG strategies continue to gain momentum.
Source: YAHOO
Reported 10 months ago
According to the Ministry of Labor's survey and statistics, people in Taiwan are expecting to retire at a later age due to aging population and longer life expectancy, with the retirement age extending from 60 years old a decade ago to 61.3 years old now. To ensure a comfortable retirement, it is crucial for individuals to start preparing by saving for their retirement and establishing a third layer of protection. With the aging population and longer life expectancy, retirement expenses are expected to increase, making it essential for people to have sufficient retirement savings to enjoy their post-retirement life. By taking early steps to save for retirement, individuals can build a solid retirement plan and have a financially secure future.
Source: YAHOO
Reported 10 months ago
Hylink, a major component manufacturer, plans to expand its operations to Vietnam by investing $27 million (about 870 million New Taiwan dollars) in a new factory in Hai Phong City. The new plant is expected to start production after the third quarter of 2025, with investments to be made in two phases. In response to the demand for diversified production sites from customers, Hylink is establishing its first overseas production base in Vietnam to cater to the 'China+1' or 'Taiwan+1' production strategy. The chairman will also take on the position of general manager, with related personnel changes effective from July 1st.
Source: YAHOO
Reported 10 months ago
The 'Wangdai Boutique SOGO International Art Exhibition Tour' featuring museum-quality collections opened on June 14, 2024, showcasing new hand-painted artworks and incorporating museum collections. Celebrities known for their glasswork, Zhou Danwei and Tian Weili, were invited this year by Wang Xiande, the CEO of Wangdai Group, to learn porcelain painting from Masami Okada of the Noritake Craft Center. It is believed that the collaboration between Zhou Danwei and Mr. Okada will drive high-demand for hand-painted collectibles. Additionally, five new products were released, including the Harvest Dream Sunlight Hymn series made of bone china in bright yellow with pink and light blue accents, and the Verdant Meadow tea set designed for the Asian market, which will be launched with seasonal floral patterns and a shimmering pearl-like luster in July and August this year.
Source: YAHOO
Reported 10 months ago
On June 19, 2024, at 4:10 p.m., Shin-I Kosei (4768) saw a surge in stock price to 257 yuan as demand for special gases in the semiconductor industry continued to recover, accompanied by the launch of a new photoresist remover product, strengthening its operational advantages. Trading volume doubled to 2,350 shares, with a net buying activity of 708 shares from the three major institutional investors. The stock price broke through the 234 yuan resistance level, turning short-term bullish as the KD indicator showed a golden cross upward trend. The company's products are used by major semiconductor and memory manufacturers globally, with expanding production capacity and positive market outlook driven by AI advancements boosting semiconductor demand.
Source: YAHOO
Reported 10 months ago
Following the excitement of COMPUTEX TAIPEI, AI tech leaders from around the world served as Taipei City's tourism ambassadors, promoting Taipei's night markets and local delicacies. Taipei City Government's Tourism and Travel Bureau, along with the Ministry of Transportation's Tourism Bureau and various travel agencies, organized three Taiwan tourism promotion events in three major cities in North America - Seattle, Los Angeles, and San Francisco. Taipei, known for its modern yet traditional charm, has been recognized as one of the 25 most popular tourist cities in the world by Tripadvisor and one of '52 Places to Go' by The New York Times. Taipei City Government is actively promoting Taipei's tourism resources as safe, convenient, diverse, and friendly to attract long-haul travelers from North America. Along with tourism campaigns, Taipei City Government is hosting international events such as the '2025 Taipei New Taipei City World Masters Games' in May 2025 to showcase Taipei's charm and promote tourism industry development.
Source: YAHOO
Reported 10 months ago
Chang Hwa Bank aims to promote financial literacy and investment among young professionals by launching the 'Good Bond' program, which allows individuals to invest in specified foreign bonds starting from $1,000, with a 50% discount on handling fees. The bank's initiative targets to attract young investors with lower capital to enter the global market, build investment portfolios early, accumulate wealth steadily, and cultivate healthy investment habits, contributing to the overall financial growth of individuals. Chang Hwa Bank plans to continue offering innovative financial products and services to meet the diverse needs of its customers.
Source: YAHOO
Reported 10 months ago
Biotech sector welcomes a new player as Anji Biotechnology (7754) is set to debut on the emerging stock market at 45 yuan per share on the 25th. Anji's Chairman, Huang Wenying, revealed that their fastest-progressing new drug is the authorized rare disease drug AJ201, currently in phase Ib/IIa clinical trials in the U.S., with unblinding expected in the third quarter of this year and pivotal trials planned for next year, aiming for drug approval by 2028. The company focuses on preclinical translational research and aims to bring new drugs into phase I/II clinical trials for early authorization. With major shareholders such as Taiwan Cement, Fubon Financial, and others, Anji plans to apply for listing on the main board by 2025. Their product line includes the Kennedy Disease treatment drug AJ201, where last year, European and American development and commercialization rights were licensed to Nasdaq-listed Avenue for $250 million, with positive prospects for regional authorization and multi-center clinical trials in the future.
Source: YAHOO
Reported 10 months ago
Sonix (5471) held a shareholders' meeting on June 19, 2024, where they announced the emergence of new AI PC and mobile products. To capitalize on market trends, they plan to launch high-end microcontrollers with AI capabilities and energy-saving concepts to establish a competitive advantage and growth momentum. The company reported a decline in overall performance in 2023 due to global economic uncertainties and market demand issues but introduced strategies for the upcoming year, focusing on AI products, energy-efficient concepts, and environmental trends like electric vehicles and carbon reduction. Sonix also revealed their new board of directors and their focus on expanding into various markets including laptops, home video, smart monitoring, and digital payment sectors.
Source: YAHOO
Reported 10 months ago
During the shareholders' meeting, the acting chairman of CSC, Wang Hsi-Chin, expressed that the production and sales of CSC in the second half of this year will be better than the first half, and next year will be even better. Despite a challenging market environment last year, CSC saw a significant profit increase in the first quarter of this year and is optimistic about the future due to favorable global economic conditions and projected growth in global steel demand.
Source: YAHOO
Reported 10 months ago
2024年6月28日將在台中市豐原舉行「2024看見台灣AI元宇宙未來已來高峰會」，論壇將探討AI在元宇宙中的應用與未來發展趨勢，包括數位藝術重塑、感官擴展、應用人工智慧、以及科技與人文跨界合作的主題。會議完全免費，歡迎參與。
Source: YAHOO
Reported 10 months ago
On June 19, 2024, Ma Ruiwen, the chairman of Yunik Life Sciences, utilized his business connections and resources to venture into the health and e-commerce field, creating a large health industry e-commerce platform. Over the past nine years, Dr. Ma has focused on biomedical technology research and successfully commercialized products, such as the popular Sir David sterilizing solution. Amid the COVID-19 pandemic, Yunik Life Sciences aided in epidemic prevention, emphasizing social responsibility. Dr. Ma recently announced the establishment of Yama Biotech, emphasizing food safety in the health industry and providing reliable health information. Yama Biotech's platform collaborates with medical experts to develop scientifically-backed health products, ensuring consumer confidence. Dr. Ma's personal fan page also aims to promote health consciousness and dietary habits to address daily health challenges.
Source: YAHOO
Reported 10 months ago
The market continues to focus on the development of Edge AI, particularly in the AI PC sector, with expectations that IC design companies in the PC sector will benefit from the wave of AI PC processor upgrades, driving up the intrinsic value of related chips. Amidst the bullish market, the report suggests focusing on Yu Tai (6679) and Silergy-KY (6415) stocks as the industry experiences an economic recovery and product upgrades. Yu Tai is expected to benefit from the increasing average number of microphones in a single laptop and upgrades to 67dB or higher, while Silergy-KY holds a leading position in the Chinese automotive IC industry and stands to benefit from the country's semiconductor localization trend.
Source: YAHOO
Reported 10 months ago
Asia Cement and U-Ming have joined forces to create an eco-friendly low carbon cement carrier, 'Asia Cement No.9,' which was launched with its maiden voyage ceremony in Hualien Port on June 19, 2024. The new ship not only improves cement transportation capacity but also significantly reduces carbon emissions during voyages, fulfilling the group's environmental commitment. U-Ming highlights the addition of 'Asia Cement No.9' as a step towards green shipping efforts and sustainable development, contributing to the maritime industry's resilience against climate change. The ship's features include advanced navigation systems, safety management systems, and energy-efficient power systems to enhance operational efficiency and reduce environmental impact.
Source: YAHOO
Reported 10 months ago
Yuqing-KY (6957) conducted a public subscription for 1,105 shares at a price of 138 yuan per share before listing, attracting a total of 93,000 applications and freezing approximately 12.86 billion yuan in the market. The draw was held on the 19th with an oversubscription rate of only 1.18%, indicating strong market interest. Yuqing is set to be listed on the 25th. The company aims to strengthen its operations by expanding its commercial display rack business customer base and collaborating with well-known manufacturers to develop Ai sleep intelligent sleep beds and related sensor product series, deepening its layout in the intelligent electric bed mechanism component field. Looking ahead to 2024, Yuqing is cautiously optimistic as it continues to expand its global business order layout and negotiates cooperation opportunities with globally renowned chain cosmetic brand clients, in addition to maintaining strong demand from major clients and observing changing technology and consumer trends.
Source: YAHOO
Reported 10 months ago
Taiwan has become an international stage for countries to come and learn about elderly health housing planning, with Singapore showing interest in acquiring knowledge. As Singapore faces rapid aging and a similar demographic trend to Taiwan, they are looking at Taiwan's innovative models and expertise in elderly care housing and services. Taiwan's vibrant market for elderly housing, with features like concept villages, intergenerational living spaces, and comprehensive care facilities for seniors, has caught the attention of Singaporean researchers and developers, leading to potential collaborations and exchange of knowledge for mutual benefit.
Source: YAHOO
Reported 10 months ago
In response to the shortage of manpower in the post-pandemic era, Jia Bei Co., Ltd.'s General Manager, Lin Yunxian, introduced SPARKOZ's AI floor cleaning robots TN70 and TN10, officially named as the 'All-Intelligent Cleaning AI Floor Cleaning Robots.' These robots integrate AI technology into traditional cleaning equipment, providing Taiwan's market with efficient and reliable cleaning solutions. As the official distributor of SPARKOZ in Taiwan, Jia Bei has marked a significant leap in the cleaning technology industry. The TN70 features advanced sensor technologies, while the TN10 is compact yet powerful, both offering data management functions for increased transparency and convenience in cleaning operations. Jia Bei also offers a range of high-end cleaning equipment and is dedicated to continuously introducing innovative and efficient cleaning solutions to meet diverse customer needs and maintain a leading position in the cleaning equipment sector.
Source: YAHOO
Reported 10 months ago
Xu Xudong, Vice Chairman of Far East Commercial Bank, emphasized the importance of staff training in the context of financial mergers and acquisitions during a shareholders' meeting on June 19, 2024. He highlighted the challenges in executing mergers and acquisitions, stressing the need for matching ideals and technologies with potential partners. The bank's General Manager, Zhou Tiancai, discussed the strategic development towards a financial holding company within the Far East Group. Emphasizing the need for internal consolidation, mutual benefit, business growth, and strong capital for successful mergers, Zhou Tiancai outlined the complex process of M&A and the necessity of rigorous employee training. With the aim to enhance its capital structure, the bank distributed dividends equally between stock and cash dividends, while also planning to strengthen its competitiveness in the face of intense competition in Taiwan's banking industry compared to world-class banks in Singapore.
Source: YAHOO
Reported 10 months ago
A recent surge in container shipping capacity and rates has led to conflicting views on the future of the industry, with some predicting a correction in prices due to increased capacity and others remaining optimistic due to continued disruptions like the Suez Canal incident. While some expect prices to rise further in the short term, concerns over potential oversupply in the market remain, especially with early signs of peak demand in the shipping industry.
Source: YAHOO
Reported 10 months ago
和潤企業慶祝25周年，在全台北、中、南三地同步舉辦ESG家庭日活動，以永續生活為主軸。活動吸引逾1,500人參與，提倡無紙化、減碳減塑，並鼓勵員工日常環保行動。活動推動健康永續，包括健走減碳競賽，並展現企業對環境永續的重視。和潤透過實際行動支持公益事業，邀請公益團體參與，希望激勵更多人投入公益，為社會共融盡一份力。公司除了多角化發展、積極轉型外，也持續以ESG永續投入與實踐，展望未來將繼續推動環境永續和社會責任活動，為共創美好未來努力。
Source: YAHOO