AGP Executive Report
Last update: 3 hours agoExport Surge: Taiwan’s September exports hit a record US$87.22 billion, up 60.9% year over year, extending growth to 35 months. The Finance Ministry says strong AI and electronics demand could push full-year exports above US$900 billion. TSMC Momentum: TSMC posted record third-quarter revenue of US$46.71 billion, up 51%, as AI chip demand continued to fuel growth. Power Supply: Taiwan is weighing a restart of the Maanshan nuclear plant, potentially by 2028, as AI and semiconductor factories drive electricity demand and energy-security concerns grow. Chip Industry Labor: Micron’s Taoyuan union won authorization to strike over bonuses, raising a new labor risk for Taiwan’s semiconductor supply chain.
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