AGP Executive Report
Last update: 5 hours agoAI Supply Chain: Taiwan chip suppliers say Nvidia’s leadership turmoil has not slowed orders, while TSMC has reportedly signed a seven-year deal with Xintec to expand CoWoS packaging as AI chip demand outpaces supply. Manufacturing Growth: Foxconn reported record third-quarter profit on AI-server demand and expects double-digit revenue growth in 2027; Taiwan’s machinery exports also topped NT$1 trillion in the first 10 months. Economic Outlook: Taiwan’s October exports surged nearly 60% year over year, driven by AI demand, prompting an institute to raise its 2026 growth forecast to 12.34%. Business Resilience: Microsoft’s prolonged outage disrupted companies and public services worldwide, renewing calls for tested backup systems and alternatives to single-provider cloud services.
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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