AGP Executive Report
Last update: 2 hours agoEconomic Growth: Taiwan’s third-quarter GDP grew 14.36%, its fastest pace in 48 years, as the manufacturing sector remained in expansion and AI demand boosted chip suppliers. AI Chips: MediaTek expects to capture 20% of the global AI-accelerator ASIC market in 2027 and has confirmed a second customer for 2028 production. Foxconn is targeting half the global AI-server market and is pursuing an OpenAI collaboration; UMC plans a further US$3.2 billion in capacity investment, while ASE is expanding chip-testing capacity. Manufacturing: Foxconn unveiled three EV models as it expands its contract-manufacturing business. Drones and Energy: Taiwan is building out a global drone hub and academy, while approving its first carbon-sequestration exploration. Supply-Chain Risks: China’s coast guard stepped up patrols off Taiwan’s east coast, which Taipei says threatens shipping routes; Micron Taiwan and a Taichung union signed a labor agreement, ending planned mediation.
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