AGP Executive Report
Last update: 3 hours agoAI Memory Boom: Nanya Technology says it will spend over T$200 billion (about $6.2b) in 2027, roughly quadruple 2026, to ramp a new plant as AI-driven DRAM shortages persist. Semiconductor Supply Chain: King Yuan Electronics plans to invest up to $1.4b in a U.S. facility to support growth and strengthen its global supply-chain position, while Micron raised its U.S. spending plan to $250b through 2035 and SK hynix’s Nasdaq listing reportedly pulled in about $26.5b. Trade & Macro: The U.S. trade deficit widened to $77.6b in May as imports of semiconductors and AI components surged, with Taiwan emerging as a bigger source than China. Corporate Tech: Meta plans to start manufacturing its custom AI chip “Iris” in September via TSMC, aiming to expand computing capacity and cut reliance on third-party chips. Biopharma: SL Science filed for U.S. orphan drug designation for its GDT cell therapy targeting glioblastoma. Weather Risk: Typhoon Bavi is nearing Taiwan and Japan, with landslides in the Philippines killing at least 15 and evacuations underway in Taiwan. Wages: Taiwan’s average real regular wages rose 1.27% in Jan-May 2026, the biggest gain in six years.
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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