AGP Executive Report
Last update: 7 hours agoTSMC’s AI Push: The chipmaker approved investments of up to US$500 million each in Anthropic and OpenAI, raised its quarterly dividend to NT$9 per share and reported record October revenue, up nearly 60% year over year on AI-chip demand. Export Momentum: Taiwan’s exports hit a new record in October, while machinery exports topped NT$1 trillion in the first 10 months; Standard Chartered raised its 2026 GDP growth forecast to 12.8%. Nvidia Fallout: Nvidia shed about US$400 billion in market value over two sessions as its board investigates CEO Jensen Huang’s relationship with a woman suspected of ties to Chinese intelligence. Allegations of chip diversion are intensifying scrutiny of U.S. export controls, with potential implications for Taiwan’s tech supply chain. Industry Risks: Reports of Taiwanese suppliers losing ground as China builds its chip supply chain, alongside a pause in Micron’s Taoyuan fab project amid a labor dispute, highlight growing competitive and capacity pressures.
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