AGP Executive Report
Last update: 6 hours agoChip Industry: Nvidia’s reported leadership upheaval and U.S. scrutiny of AI-chip sales to China have rattled markets, but Taiwanese suppliers say orders remain firm. TSMC is seen as insulated by demand across chipmakers and has signed a seven-year deal with Xintec to expand CoWoS advanced packaging. Markets: Taiwan shares swung sharply during the week as investors weighed AI-sector risks; TSMC proved more resilient than Nvidia, while rivals AMD and Broadcom gained ground. Growth: Taiwan’s October exports hit a record, rising nearly 60% year over year on AI demand. The Taiwan Institute of Economic Research raised its 2026 growth forecast to 12.34%, and machinery exports topped NT$1 trillion in the first 10 months. Foxconn: The company posted record third-quarter net profit and forecast double-digit revenue growth in 2027, with cloud and networking expected to exceed 60% of sales. Trade Ties: Taiwan says China pressured Papua New Guinea to close its representative office, raising questions about future LNG purchases and commercial ties.
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