AGP Executive Report
Last update: 4 hours agoExport Boom: Taiwan’s October exports hit a record nearly US$97 billion, up almost 60% year on year as AI demand lifted chip shipments and helped machinery and metals makers. TIER raised its 2026 growth forecast to 12.34%. AI Investment: TSMC plans to invest up to US$500 million each in Anthropic and OpenAI, even as it reports record October sales and forecasts 44% revenue growth this year. Nvidia Scrutiny: Jensen Huang’s acknowledged affair with a businesswoman suspected of ties to Chinese intelligence has prompted a board probe and investor lawsuit. No compromise of Nvidia secrets has been established, but the case puts export controls and Taiwan’s AI supply chain under scrutiny. Market and Supply Risks: Taiwan shares rebounded after a sharp selloff and government intervention, while Micron has paused work on a planned Taiwan plant amid a labor dispute.
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