AGP Executive Report
Last update: 2 hours agoChip Partnerships: Taiwan’s Egis Group and France’s SiPearl have teamed up on CPU chiplets, the first project under a bilateral R&D program spanning AI, semiconductors and other advanced industries. Rare-Earth Push: Taiwan plans to build a plant to supply up to half its rare-earth demand by 2030, alongside a 100-fold output target as China’s export controls sharpen supply-chain risks. Energy Costs: Taipower’s fuel bill is expected to rise by NT$160 billion this year amid Middle East tensions, adding pressure on industry and electricity prices. AI Manufacturing: Taiwan’s industrial output surged 19% in September, with AI demand driving record production, even as PCB growth exposes supply-chain risks. Workforce and Weather: Micron workers in Taiwan staged a symbolic strike seeking a bigger share of AI-driven profits; Typhoon Champi also left thousands of damage reports and NT$133 million in initial agricultural losses.
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