AGP Executive Report
Last update: 10 hours agoAI Hardware & Trade Show Buzz: COMPUTEX 2026 wrapped up in Taipei with 111,312 buyers from 152 regions, pushing “AI Together” themes like physical AI, robotics and intelligent mobility, and signaling how fast Taiwan’s AI supply chain is moving from demos to deployment. Foxconn Outlook: Foxconn reported May revenue of NT$859.4B (+39.6% YoY) and upgraded its Q2 outlook, citing AI rack systems and new AI infrastructure orders, alongside partnerships with Intel and SK Group. Nvidia’s Taiwan-to-Korea Push: Nvidia CEO Jensen Huang said Nvidia has doubled capacity for H2 2026 and warned 2027 demand will be even bigger; he also landed in South Korea to pitch robotics as the next major sector and meet Samsung, SK Hynix, Hyundai, LG and Naver. Market Mood: Taiwan shares ended down after a wide swing, with investors trimming AI-linked tech exposure amid weakness in US semis. Finance & Risk: A former Far Eastern Air Transport chairman was indicted over a NT$3 billion loan fraud case, highlighting ongoing scrutiny of corporate lending and governance. US Tariffs Watch: The US proposed forced-labor tariffs that include Taiwan, adding another compliance and cost risk for Taiwan-linked supply chains. Cross-Strait & Diplomacy: Taiwan’s legislature condemned China’s pressure tactics tied to Lai’s Eswatini trip, while US-China “lawfare” reporting flagged growing legal tools aimed at Taiwan figures.
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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