AGP Executive Report
Last update: 3 hours agoTaiwan Economy & Markets: Taiwan’s manufacturing stayed in expansion for a 10th straight month in July, with the PMI rising to 61.5 as AI-driven demand lifted new orders and output, while the services index slipped but remained positive. Semiconductors & AI Capex: At a Taiwan-Japan forum, experts said AI is shifting semiconductor competition toward system-level integration and advanced packaging/materials, not just smaller process nodes. TSMC Overseas Expansion: Taiwan’s MOEA said TSMC’s Kumamoto fab reached break-even, but the earthquake adds uncertainty to the timing of its next, more advanced 3nm push. Chip Stocks Sentiment: Global semiconductor shares slid as investors worried AI hyperscalers may slow data-center spending, dragging Taiwan and South Korea chip names. Currency & Flows: The U.S. dollar jumped past NT$32.4 on foreign fund outflows, with the central bank stepping in late to smooth volatility. Food Safety: The KMT demanded accountability over delayed reporting in Taiwan’s soybean oil scandal and asked for full storage and distribution details. Business & Trade Links: STARLUX launched its Taipei–Prague route, adding a new European link for business travel and Asia connections. Health Tech: Borqs Technologies licensed Taiwan’s Faspro optical tech to expand into high-precision medical equipment components and digital health markets.
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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