Taiwan Weighted Index fell 274.83 points (0.58%) to 46,744.16 at the close on Thursday, July 2.

Japanese government economic adviser Nagase expects the BOJ to hike at year-end, hike again next summer, then pause further increases.

Ming‑Chi Kuo says Amazon will develop in‑house processors for consumer electronics to lower chip costs and free capital for AI infrastructure. Amazon's free cash flow was about $1.2bn in 2026 Q1. From 2027 it will gradually adopt a COT (customer‑owned tooling) model similar to Trainium for these chips, with Shixin handling backend design and testing; full conversion could reach roughly 40m units shipped annually.