AGP Executive Report
Last update: 3 hours agoTaiwan-India Connectivity: EVA Air will launch nonstop Taipei–Delhi flights on Dec. 1, operating five times weekly with A330-300 aircraft, aiming to deepen business and leisure links and improve onward connections via Taipei. Semiconductor Capex & AI Demand: TSMC raised capital expenditure to about US$64 billion to meet surging AI-driven chip demand, underscoring how tightly Taiwan’s foundry growth is tied to the next wave of on-device and data-center AI. Cross-Strait Data Risk: Taiwan’s Mainland Affairs Council blocked a China-run “Taiwan Youth e-Home” platform after concerns over personal data collection and alleged legal violations. Defense Procurement Gridlock: Taiwan’s drone budget faces further delay as lawmakers can’t agree on domestically produced combat drone funding, raising the risk of falling behind China’s faster uncrewed procurement pace. Inflation Watch: Taiwan’s July inflation eased slightly to 2.54% year-on-year, still above the central bank’s 2% target. Finance & Wealth: DBS shares hit an all-time high after record Q2 earnings, with the bank pointing to Taiwan’s semiconductor and tech ecosystem as a long-term growth opportunity. Consumer Dealmaking: Bain Capital agreed to acquire Gong cha Global, a Taiwan-born bubble tea brand, to accelerate expansion in Japan, South Korea and the U.S.
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.
Perspectify News
