AGP Executive Report
Last update: 9 hours agoSemiconductor Investment: BASF is expanding its Taoyuan facility to boost production and testing of advanced chip materials, including those for sub-2-nanometer processes. Taiwan also plans a new Tainan science park to support a future 1-nanometer fab. Supply Chain: GlobalWafers will raise up to US$500 million from Micron through convertible bonds, strengthening a long-term partnership and supporting its U.S. capacity. Team Group warns memory shortages could peak from late 2026 to mid-2027, with prices unlikely to fall next year. Freight and Manufacturing: Taiwan’s manufacturing PMI reached 56.7 in September, while tight vessel capacity is pushing up intra-Asia freight rates; Dimerco advises booking regional shipments earlier. PC Market: Acer is targeting more than 15% growth in Taiwan consumer PC shipments this quarter, despite rising component costs and constrained supplies.**
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