AGP Executive Report
Last update: 3 hours agoGrowth: The IMF raised Taiwan’s 2026 growth forecast to 10.7%, the world’s highest projection, as AI demand boosts semiconductor exports. Markets: The TAIEX dropped nearly 961 points as global chip shares slid and foreign investors recorded a steep sell-off. AI Supply Chain: U.S. startup Lightmatter plans to ship new optical networking products next year, working with Taiwan partners including ASE, TSMC and GUC. Energy Security: Taiwan’s gas reserves cover about 11 days, leaving power supplies exposed to disruptions and raising costs for industry. Aviation: Starlux revenue rose 69% year on year in September, with growth in passenger travel and AI-related cargo. Investment: Taiwan and Poland are working toward a year-end agreement to support Taiwanese investment, including a proposed technology park.
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