AGP Executive Report
Last update: 3 hours agoAI Chip Supply Chain: Meta plans to start manufacturing its in-house AI chip “Iris” in September, with Broadcom as design partner and TSMC handling fabrication—aimed at boosting computing capacity and reducing reliance on Nvidia/AMD. Taiwan Exports: Taiwan’s June exports jumped 40.3% YoY to US$74.83B, the third-highest monthly record, led by AI-driven demand for chips, servers and electronics. Central Bank Watch: Taiwan’s central bank governor urged investors to avoid excessive leverage as the AI stock rally heats up, warning against bubble-style borrowing. Food Safety Recall: Taiwan expanded a tainted-oil recall tied to carcinogen benzo[a]pyrene, now covering more than 400 products and prompting political pressure on officials. Semiconductor Investment: Micron broke ground on a ¥1.5T ($9.3B) Japan expansion to produce HBM memory for AI, with shipments expected around summer 2028. US Chip Push: Apple announced a $30B+ Broadcom deal to produce advanced chips in the US, reinforcing the domestic supply-chain drive. Market Mood: Taiwan shares fell after earlier gains as renewed Middle East tensions lifted oil prices and spooked investors, with TSMC weighing on the index.
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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