AGP Executive Report
Last update: 3 hours agoGrowth Outlook: CIER lifted Taiwan’s 2026 GDP forecast to 12.16%, the strongest pace in nearly four decades, as AI demand drives technology exports. TSMC: The chipmaker posted record third-quarter net income of NT$763 billion and sees full-year revenue growth of about 44%; its 2-nanometer process already generated 8% of wafer revenue. U.S. Expansion: Taiwan plans to raise up to US$4 billion for a Texas industrial park serving Nvidia suppliers and other AI hardware makers, with private funding and government support. TSMC is also evaluating a Texas expansion, but says any fab it operates must remain under its control. Supply Chain: Taiwan plans to curb AI chip exports to China under a U.S. trade deal, while Global Tek forecasts double-digit growth on rising orders for AI data-center cooling components.
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