AGP Executive Report

Last update: 3 hours ago

U.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.

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.

AGP Wire

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Oct. 5, 2026

Howard Wang returns to Taiwan to focus on asset management and fintech

AGP

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Sep. 30, 2026

ZenaTech revenue jumps 425% in first half as drone business scales

AGP

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10 hours ago

AVerMedia and Stereolabs add JetPack 7.2 support for Jetson AI vision deployment

AGP

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Sep. 23, 2026

Taiwan manufacturing labor shortage pushes factories toward automation

AGP


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Taiwan indicts 10 for alleged resale of US chips to China

Taiwan indicts 10 for alleged resale of US chips to China

‘Emerging Markets’ is Obsolete: India, Taiwan and South Korea no longer fit neatly in the same box

‘Emerging Markets’ is Obsolete: India, Taiwan and South Korea no longer fit neatly in the same box

MU Stock Slides For Fourth Day: Taiwan Union Reportedly Secures Strike Authorization Over Bonus Dispute

MU Stock Slides For Fourth Day: Taiwan Union Reportedly Secures Strike Authorization Over Bonus Dispute


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16 hours ago

China Slams Taiwan F-16V Delivery, Rejects "Chinese Spy" Claim

MENAFN

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Oct. 5, 2026

Taiwan Metal Forging Manufacturer Juan Piau Marks 45 Years, Expands into EV Components

EIN Presswire

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Oct. 5, 2026

STUF Advances Taiwan–U.S. Net-Zero Collaboration Through Green Finance and Circular Economy at New York Climate Week

Merxwire

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Oct. 5, 2026

LKQ Corporation to Release Third Quarter 2026 Results on Thursday, October 29, 2026

GlobeNewswire, Inc.

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Oct. 5, 2026

Himax Technologies, Inc. Schedules Third Quarter 2026 Financial Results Conference Call on Thursday, November 5, 2026 at 8:00 AM EST

GlobeNewswire, Inc.

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15 hours ago

President Lai receives credentials from new Eswatini Ambassador Vulindlela Simphiwe Kunene  

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