AGP Executive Report
Last update: 4 hours agoAI Chip Race: Meta plans to start manufacturing its in-house “Iris” AI chip in September, with Broadcom as design partner and TSMC handling fabrication—aimed at cutting compute costs and reducing reliance on Nvidia/AMD. Taiwan Exports: Taiwan’s June exports jumped 40.3% to US$74.83B, led by AI-driven demand for advanced chips, servers, and electronic components. Semiconductor Supply Chain: SEMI and TechSearch International released an expanded 2026 assembly & test facility database, mapping where advanced packaging and compound-semiconductor capacity is growing. Food Safety Recall: Taiwan widened a tainted-oil recall tied to carcinogen benzo[a]pyrene, now covering 400+ products and sparking political pressure for resignations. Finance Watch: Taiwan’s central bank chief urged investors to avoid excessive leverage as the Taiex rally rides the AI hardware boom. Logistics: DHL Global Forwarding added a Bangkok–Cincinnati freighter route to strengthen transpacific capacity and schedule reliability. Disaster Risk: Super Typhoon Bavi is battering the region, with Taiwan and China bracing for heavy winds and flooding.
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.
Perspectify News
