AGP Executive Report
Last update: 2 hours agoChip Supply Chain: Samsung is reportedly turning to TSMC’s 3-nanometer process for base dies in Nvidia’s custom AI memory, bringing Samsung, SK Hynix and Micron into a shared production model. TSMC, meanwhile, posted a sixth straight record quarterly profit and raised its 2026 growth forecast as AI chip demand continues to outstrip capacity. AI Market Risks: A global selloff in technology shares is raising concerns that higher borrowing costs could slow AI infrastructure spending and hit Taiwan’s chipmakers and hardware suppliers. US Expansion: Taiwan plans a $4 billion Texas hub to bring chip suppliers closer to US manufacturers. Memory Manufacturing: Micron has opened a second AI memory packaging plant in Taichung, deepening local production capacity. Drone Exports: Thunder Tiger completed delivery of 1,520 attack drones to the US Defense Department, a $7.6 million order that tests Taiwan’s role in non-Chinese supply chains. Renewable Energy: All 73 turbines at Taiwan’s Hai Long offshore wind project are now generating power.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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