taiwan

According to on-chain analyst Yu Jin's monitoring, Huang Licheng issued the Meme token TAIWAN on the Robinhood chain and used about 16,700 USDC to buy approximately 27.56 million TAIWAN in the evening, with a purchase market value of about 600,000 USD.Yu Jin stated that he does not recommend participating in this scheme, citing reasons including Huang Licheng's previous multiple issuances of Meme tokens; in 2024, he issued the Meme coin Bobaoppa for his dog, raising about 220,000 SOL (approximately 40 million USD) but only injecting about 60,000 SOL into the pool, keeping the rest for personal use, and setting a transaction tax of about 8.75%. This token has now essentially gone to zero.

The Taiwanese prosecutors stated that they are investigating the global leading chip substrate and printed circuit board manufacturer, Unimicron Technology Corporation, which is a key supplier for NVIDIA, Intel, Google, and Amazon. The investigation targets the company for allegedly mislabeling parts made in China as being produced in Taiwan, which may violate laws prohibiting the laundering of origin.Unimicron Technology Corporation is one of the world's top printed circuit board manufacturers, and this investigation occurs against the backdrop of the United States cracking down on transshipment.

Apple's first 2-nanometer M6 chip officially debuts, equipped with a 12-core CPU, 12-core GPU, and dual 16-core neural network engines, with unified memory bandwidth reaching up to 170GB per second, initially featured in the new Mac mini. This chip is manufactured by TSMC using a 2-nanometer process and is the first to adopt gate-all-around (GAA) nanosheet transistors, making it the world's first consumer-grade 2-nanometer chip.The supply chain is focused on the subsequent high-end M series packaging architecture. Based on the Fusion Architecture of the previous generation M5 Pro, M5 Max, and the four-die design of M5 Ultra, Apple chips have transitioned from a single large die to a modular design. Future M6 Pro, Max, or Ultra are expected to enhance advanced packaging requirements such as SoIC-MH and WMCM, increasing interconnect density with SoIC-MH and integrating logic, LPDDR memory, and high-speed I/O with WMCM.TSMC is actively preparing for expansion, with Zhunan AP6 as the main mass production base for SoIC, Longtan AP3 upgrading to WMCM, and Chiayi AP7 taking on related capacity. Analysts estimate that WMCM's monthly production capacity will reach about 60,000 units by the end of 2026 and over 120,000 units in 2027. Equipment manufacturers such as Hongshuo, Junhua, Yinneng, and material manufacturers Changxing, Xinying Materials, and Yongguang are expected to benefit.

According to the Economic Daily, semiconductor silicon wafers have seen a significant price increase for the first time since the COVID-19 pandemic, covering the full range of specifications including 6-inch, 8-inch, and 12-inch, with an increase starting at 10%. Industry insiders believe this is the first price adjustment in over three years, and major Taiwanese silicon wafer suppliers such as GlobalWafers, TSMC, and Hejian are expected to see improvements in revenue and profitability.GlobalWafers stated that recent demand in some end markets has gradually improved, inventory adjustments in the supply chain are healthier than in the past, and market signals are more positive than last year, but prices still depend on the product, specifications, and customer situations. TSMC mentioned that under cost pressures and demand support, they have begun communicating price adjustments with customers, and operations in the second half of the year are expected to outperform the first half. Hejian indicated that they are actively negotiating price adjustments with customers and continuing to promote advanced packaging and related products.Industry analysis suggests that this round of price increases mainly reflects the rebound in chip demand driven by AI, with increased usage in advanced and mature processes, allowing the upstream silicon wafer industry to gradually feel the recovery. Currently, the negotiation progress varies among factories and customers, with some 12-inch polished wafers already subject to new quotes with double-digit percentage increases, and discussions for 8-inch and 6-inch products are also moving in a similar upward direction.

According to The Bitcoin Historian (@pete_rizzo_), a member of the Taiwanese parliament stated that there is a "100% chance" that Taiwan will establish a strategic reserve of Bitcoin.The legislator emphasized that Bitcoin is different from gold, possessing the characteristics of digital transfer and verification, and pointed out that "the world has changed," with countries competing to lay out Bitcoin for national security considerations, acting ahead of the United States.

TSMC announced its revenue report for July 2026, with consolidated revenue of approximately NT$467.58 billion (about US$14.3 billion), a quarter-on-quarter increase of 5.6% and a year-on-year increase of 44.7%. The cumulative revenue from January to July 2026 was approximately NT$2.872 trillion (about US$87.9 billion), a year-on-year increase of 37.0%.In its second-quarter financial report, TSMC stated that demand related to AI remains strong, with HPC and advanced process orders being the main growth drivers. It is expected that annual revenue in US dollars can achieve a mid-to-high double-digit growth. The company is actively promoting the expansion plans for advanced processes such as 2nm and 1.4nm, while the capacity for advanced packaging like CoWoS is also continuously expanding.

According to the Economic Daily News, there are market rumors that TSMC plans to acquire AUO's L7 plant (7.5 generation line) and L5C plant (5 generation line), with the transaction amount estimated to exceed 30 billion New Taiwan Dollars (approximately 920 million USD). Both parties are negotiating based on the "Innolux model," and TSMC has sent personnel for on-site audits but has not yet signed a contract announcement. The AUO Zhongke plant is adjacent to TSMC's Zhongke No. 15 plant, providing geographical advantages.The report states that TSMC plans to use CoPoS technology as the next generation of 2.5D advanced packaging after CoWoS, introducing panel-level glass substrate packaging through "transforming round into square" to address the area waste and warping issues of ultra-large AI chips on 12-inch wafers. TSMC's first CoPoS production line has been completed and launched at the Chiayi AP7 plant. Industry insiders believe that panel manufacturers possess experience in handling large substrates and managing production lines, making them providers of "intermediate layer capabilities" for the mass production of advanced packaging.

According to Yahoo Finance, the "Financial Supervisory Commission" of Taiwan has announced that starting from October 2026, virtual asset service providers (VASP) in Taiwan must implement the Travel Rule when transferring virtual assets. For transfers exceeding 30,000 New Taiwan Dollars, the transferring party must not only provide basic transaction information but also additional details such as the customer's date of birth and residence for the receiving party to verify identity.This measure will be implemented in phases—starting in October this year, transfers between VASPs within the region will be prioritized, while transfers between VASPs at other addresses are expected to be implemented by the end of 2027. If operators fail to incorporate the relevant processes into their internal control systems or do not implement data transmission, they may face fines ranging from 500,000 to 10 million New Taiwan Dollars under the Anti-Money Laundering Act.

According to Gate market data, on Friday, Asian emerging market stock indices recorded their largest single-day increase in over 17 years, as the stock markets in South Korea and Taiwan surged, alleviating market concerns about spending related to artificial intelligence.The MSCI Asia Emerging Markets Index rose by about 7%, and the technology index increased by over 13%, both marking their largest single-day gains since October 2008. Nevertheless, both indices have still declined by 5% and 14% respectively so far this month.

According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

According to The Block, the Legislative Yuan of Taiwan has passed the "Virtual Asset Service Act" in its third reading. The bill has been submitted to Taiwan's regional leader Lai Ching-te for signing, and the implementation date is expected to be announced within 10 days.The core points of the bill are as follows:• Licensing requirements: Virtual asset service providers must apply for a license from the Financial Supervisory Commission (FSC). Platforms that have completed AML registration have a 12-month application period and a 21-month approval period.• Stablecoin regulation: Issuing or managing stablecoins requires dual approval from both the central bank and the FSC, and sufficient reserves must be maintained.• Compliance requirements: Covering aspects such as cybersecurity, customer asset segregation, and internal controls.• Criminal penalties: Illegal operations can result in a maximum sentence of 7 years in prison and fines of up to NT$100 million (approximately US$3.14 million); market manipulation in the crypto space can lead to a maximum sentence of 10 years and fines of up to NT$200 million (approximately US$6.28 million).Industry insiders point out that crypto companies previously operating in legal gray areas will no longer be able to rely on regulatory ambiguity. Traditional financial institutions will also be allowed to apply for VASP licenses in the future, and existing crypto companies may face increased competitive pressure.

According to Taiwan's Economic Daily, passive component leader Yageo has notified customers that starting from July 1, it will comprehensively increase the prices of its entire line of capacitor solutions, covering MLCC, aluminum electrolytic capacitors, tantalum capacitors, and polymer aluminum capacitors, marking the largest increase in recent years. Industry insiders pointed out that this move mainly reflects the continuous rise in global manufacturing costs due to geopolitical factors, energy, raw materials, and international freight rates. As capacitor products account for about 50% of Yageo's revenue, the market expects this round of price increases to significantly boost its revenue and profits.Driven by strong demand for AI servers and automotive electronics, Yageo's stock price hit the daily limit yesterday, reaching 1,140 New Taiwan Dollars. However, due to recent volatility in the Taiwan stock market, the market reported a significant default settlement event involving Yageo's stock last night, with a total declared amount of 38.8 million New Taiwan Dollars, marking the 15th major default settlement case accumulated in Taiwan's listed market this year.

The Taiwanese prosecutors have indicted a defunct cryptocurrency exchange "BITGIN" and the heads of Bijing Technology, Liu Yusen, CEO Zhang Hansen, and COO Zhang Yuting, among a total of 10 people, with the Zhang siblings potentially facing 12 years in prison.Prosecutors allege that the company collaborated with a fraud group, implementing scams and money laundering by providing USDT and coordinating with "fake currency dealers" to exchange cash offline. The case involves 46 victims, with the fraud amount exceeding NT$150 million, and related funds were transferred through cryptocurrency wallets and overseas exchanges to conceal their origins.

According to UDN, the Taiwanese prosecutors have indicted a defunct cryptocurrency exchange "BITGIN" and the heads of Bijing Technology, Liu Yusen, CEO Zhang Hansen, and COO Zhang Yuting, among a total of 10 people, with the Zhang siblings potentially facing 12 years in prison.Prosecutors allege that the company collaborated with a fraud group in 2023, implementing fraud and money laundering by providing USDT and facilitating cash transactions with "fake currency dealers" offline. The case involves 46 victims, with the fraud amount exceeding NT$150 million, and the related funds were transferred through cryptocurrency wallets and overseas exchanges to conceal their source.

According to Bitcoin Magazine, Taiwan is conducting a comprehensive inventory of Bitcoin assets seized by judicial authorities. Data shows that as of now, the Ministry of Justice in Taiwan holds approximately 210.45 Bitcoins as confiscated assets pending further disposal or inclusion in strategic reserve assessments.Last month, it was reported that Taiwan plans to audit the authorities' Bitcoin holdings by the end of the year and evaluate its BTC reserves.

According to CoinDesk, Taiwan's first locally issued stablecoin may launch in the second half of 2026, but regulators have yet to decide on the type of currency the token will be pegged to.Taiwan's Financial Supervisory Commission Chairman Peng Chin-long stated to lawmakers that the draft of the "Virtual Asset Service Act" has passed preliminary cabinet review and may be approved in three readings in the next session. Special regulations for stablecoins are expected to be introduced within six months, with the earliest launch possibly by the end of 2026.The bill does not restrict issuers to being banks, but the Financial Supervisory Commission and the central bank have reached a consensus that financial institutions will lead the issuance in the initial stage. It is still unclear what currency will back the stablecoin: it may be pegged to the US dollar or the New Taiwan dollar, depending on market demand.

According to Bitcoin Magazine, the Executive Yuan and the Central Bank of Taiwan have agreed to study the use of Bitcoin as a strategic reserve and plan to draft relevant regulations to support Bitcoin, while piloting Bitcoin inventory holdings, initially using confiscated Bitcoin from "waiting auctions" as the source for pilot holdings.

ChainCatcher news, according to Decrypt, Taiwan's stablecoin infrastructure company OwlTing will be listed on the Nasdaq Global Market on Thursday.The company's Class A common stock is expected to begin trading on October 16, with the stock symbol OWLS. In 2024, OwlTing achieved revenue of $7.6 million, an 18% year-over-year increase, with total payment volume growing 62% to $218 million. According to the company, its hotel business division OwlNest serves over 2,500 clients, with a net dollar retention rate of 108%. Although one-time listing costs impacted net profit, OwlTing stated that as the scale of stablecoin infrastructure expands and profit margins improve, the company's profitability is expected to enhance.