AGP Executive Report
Last update: 6 hours agoTSMC Momentum: TSMC posted record May revenue of NT$416.98B (US$13.25B), up 30.1% YoY, with AI-driven demand keeping the company on track for another quarterly record. AI Infrastructure Finance: NTT launched an “IOWN AI Fund” with partners including Taiwan and South Korea, targeting next-gen optical networking for AI data centers. Semiconductor Supply Chain Moves: Applied Materials is expanding in Singapore with a US$500M Tampines campus to boost cleanroom capacity for AI chip demand. Cross-Strait Maritime Tensions: China and Taiwan traded accusations over the legality of coast guard patrols east of Taiwan after Taiwan said merchant ships were “harassed.” Local Industry Linkages: Taichung Mayor Lu Shiow-yen signed an MOU with Germany’s Görlitz on energy, tech, education and disaster prevention, positioning the city as a bridge for Taiwanese supply chains into Central Europe. Global Trade/Policy Pressure: China’s Taiwan Affairs Office criticized the DPP for “decoupling,” arguing it harms Taiwan’s broader industrial base. Regional AI Telecom Funding: SK Telecom, NTT and Chunghwa Telecom plan a joint US$500M AI fund to support next-gen data ecosystems. Computex Wrap: COMPUTEX 2026 closed with 111,312 buyers from 152 regions, spotlighting “Physical AI” and robotics.
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.
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