AGP Executive Report
Last update: 10 hours agoTSMC Momentum: TSMC’s June revenue jumped 67.9% year-on-year to NT$442.68 billion, lifting second-quarter sales to NT$1.27 trillion and reinforcing the AI chip demand story ahead of its July 16 earnings. AI Supply Chain & Capex: Meta shares slid after a Reuters report said an internal memo targets doubling computing capacity to 14GW by 2027, with in-house Iris AI accelerators entering production at TSMC in September. Tech Policy & Trade: A U.S. Commerce report said the May trade deficit widened to $77.6B as imports of semiconductors and AI components rose, with Taiwan emerging as a top source. Security & IP Tensions: China’s MIIT warned of a potential “backdoor” in certain Anthropic Claude Code versions, urging users to uninstall or upgrade. Regional Risk Backdrop: Oil spiked on renewed U.S.-Iran strikes tied to Hormuz uncertainty, rattling global markets and AI-linked stocks. South China Sea Diplomacy: 14 countries and the EU reaffirmed the 2016 arbitration ruling as legally binding, rejecting China’s maritime claims.
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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