AGP Executive Report
Last update: 3 hours agoExports: Taiwan’s September exports hit a record US$87.22 billion, up 60.9% year on year, extending the growth streak to 35 months. AI investment and demand for advanced electronics are driving the surge. Chip Demand: TSMC posted record third-quarter revenue as AI orders stayed strong, while Samsung forecast record profit on booming memory-chip sales. Workforce Pressure: A Micron union at its Taoyuan DRAM site voted overwhelmingly to authorize a strike over profit-sharing; no strike has been called, but a dispute could threaten a key production hub. Energy Supply: Taiwan is preparing to restart the Maanshan nuclear plant as early as 2028, with rising power needs from semiconductor and AI industries adding urgency to the debate. Battery Technology: Taiwan-based ProLogium unveiled a new electrolyte design and showcased battery prototypes with partners at the Paris Motor Show.
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