AGP Executive Report
Last update: an hour agoAI Chip Supply Chains: Taiwan’s substrate makers face a new challenge as Nvidia turns to Samsung, while Kinsus is emerging as a potential Nvidia supplier after TSMC shifted some collaboration its way. Taiwan’s Egis also partnered with France’s SiPearl on CPU chiplets, deepening cross-border work on AI and advanced semiconductors. Critical Materials: Taiwan is stepping up rare-earth production in response to China’s export controls, with ITRI aiming for a plant that could meet half of domestic demand by 2030. Factory Momentum, Higher Costs: Industrial production rose 19% in September and manufacturing sentiment reached a 55-month high, but Taipower expects fuel costs to climb NT$160 billion this year. The Taiwan dollar is down 3.29% against the U.S. dollar so far in 2026. Trade and Talent: Micron is recruiting in South Korea for its Taiwan fabs as the memory-chip race intensifies; its Taiwan workers have also challenged the company’s bonus arrangements. Taiwan is pursuing wider business ties, including a possible Perth trade office and an expanded technology partnership with France.
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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