AGP Executive Report
Last update: 5 hours agoRare-Earth Security: The G7 pledged to curb China’s grip on rare earths, targeting no single supplier above 60% of imports by 2030 (and 50% “as soon as possible”), as export controls loom again on Nov. 10. Market Mood: World shares were mixed after the U.S.-Iran interim deal, while Taiwan’s Taiex hit fresh highs on AI-led tech buying and the central bank held rates unchanged. Defense & Politics: Taiwan’s top diplomat in Washington said the island needs U.S. weapons as China’s threat grows, as Taipei also urged approval of a $14 billion arms package. Semiconductor Push: TSMC and Amkor signed a 10-year U.S. advanced packaging and testing deal, while Trump said Apple will work with Intel on U.S.-made chips. Cyber Risk: FortiBleed exposed admin passwords for about 75,000 Fortinet firewalls, with attackers using leaked credentials to scale compromises. Taiwan Economy: Taiwan climbed to a record No. 4 in IMD’s World Competitiveness Ranking, citing AI-driven manufacturing and R&D momentum. Business Costs: Din Tai Fung plans an average 5% price hike from June 22 amid higher input and labor costs. AI Hardware Breakthrough: CEA-Leti demonstrated 22nm ferroelectric RAM scaled with 3D capacitors, aiming at faster, lower-power edge AI.
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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