AGP Executive Report
Last update: 3 hours agoTSMC’s AI Surge: Taiwan Semiconductor is expected to post a sixth straight quarterly profit record on Oct. 15, after reporting record third-quarter revenue as AI demand accelerates. September sales rose 54.6% year over year. Custom AI Chips: Microsoft plans to deploy its Maia chips at scale from 2027 to reduce reliance on Nvidia; TSMC will manufacture key components using advanced 2-nanometer and 3-nanometer processes. Power Constraints: Taipower’s chief says private investment in generation is needed as AI data centers add pressure to Taiwan’s electricity supply. Trade Probe: A U.S. investigation involving Taiwanese tech companies, including Foxconn, Delta and Quanta, adds uncertainty for manufacturers even as the AI boom drives record exports.
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