AGP Executive Report
Last update: 37 minutes agoChip Export Controls: Taiwan lawmakers are advancing a bill to criminalize unauthorized shipments of advanced chips and related equipment to China, including through third countries. Proposed penalties reach 10 years in prison and NT$10 million in fines, following a case involving allegedly diverted Nvidia servers. AI Supply Chain: Lite-On’s third-quarter profit jumped 60% year on year to NT$7.4 billion on AI-server demand; the company also approved US$320 million in added investment in Vietnam to expand capacity. Optical Chips: UMC has reportedly secured orders for up to 10,000 wafers of photonic integrated circuits, with production planned at its Singapore plant as data centers drive demand for faster links. Factory Conditions: Taiwan’s manufacturing PMI eased 0.9 points to 62.5 in October but stayed in expansion for a 13th month. Globally, factories remain active, though higher energy costs and supply disruptions are squeezing margins.
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