AGP Executive Report
Last update: 7 hours agoMarkets & Energy: Stocks jumped and the dollar slid as hopes grew for a US-Iran deal, dragging oil lower—though Strait of Hormuz timing remains murky. AI & Semiconductors: Taiwan shares hit a new high on AI optimism ahead of Jensen Huang’s June 1 Computex keynote; TSMC and MediaTek led the rally. Huawei vs TSMC: Huawei unveiled its “Tau Scaling Law,” claiming it can reach 1.4nm-class chips by 2031 as it tries to sidestep US equipment limits—while TSMC targets 1.4nm mass production in 2028. Labor Tensions: Discontent over profit-linked bonus systems is spreading from Samsung to TSMC, with rumors of potential 2025 bonus cuts. Semicapacity Expansion: ASML and Tata Electronics signed a deal to ramp a 300mm fab in Dholera, boosting India’s lithography and supply-chain resilience. Taiwan Policy Moves: Taiwan plans to raise airport service fees in two steps starting September, and says it’s ready to share AI know-how with APEC partners. Geopolitics at Sea: Taiwan reported a tense Pratas Islands standoff after a Chinese coast guard vessel approached and issued sovereignty claims.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
Perspectify News
