AGP Executive Report
Last update: 3 hours agoU.S. Investment: Taiwan opened a representative office in Phoenix as TSMC builds out its Arizona complex, with planned investment of up to $265 billion. Chip Supply: AMD expects a substantial increase in chip supply in 2027 and says it is planning capacity three to five years ahead as AI demand outpaces production. Labor Risk: Nearly all Micron union members who voted in Taoyuan backed strike authorization over profit-sharing, raising supply-chain concerns; no walkout date has been set. Inflation: Taiwan’s annual CPI rose 2.73% in September, its highest rate since February 2024 and above the central bank’s 2% target. Market Rally: TSMC shares hit a record as investors bet on sustained AI-chip demand and further earnings growth.
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