AGP Executive Report
Last update: 2 hours agoAI Infrastructure: Taiwan’s Senao Networks launched x86 enterprise servers for AI and high-performance computing, including on-premises deployments that give businesses more control over data. Chip Supply Chains: TSMC and GlobalFoundries struck a $2 billion deal to make silicon interposers in New York, with production planned for 2028. Taiwan’s Micron workers also authorized a strike amid a pay dispute, raising fresh concerns for already tight memory supplies. Record Demand: TSMC reported record third-quarter revenue of about US$46.7 billion on strong AI chip demand, while Taiwan’s exports hit a monthly record in September and extended their growth streak to 35 months. India Ties: Taiwan–India trade rose 60% in the first eight months of 2026, with Taiwanese investment in India nearing US$7.5 billion as cooperation expands in semiconductors and advanced manufacturing.
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