AGP Executive Report
Last update: 4 hours agoAI Chips & Manufacturing: Meta plans to start producing its in-house AI chip “Iris” from September, aiming to boost computing power to 14 gigawatts next year, with Broadcom support and Taiwan Semiconductor Manufacturing Co (TSMC) manufacturing. Semiconductor Supply Chain: SEMI and TechSearch International released an expanded 2026 Worldwide Assembly & Test Facility Database, adding new fields and tracking 820+ back-end sites, with growing compound semiconductor, AI/HPC, and photonics capacity. Taiwan Exports: Taiwan’s June exports jumped 40.3% year-on-year to US$74.83B, the third-highest monthly record, driven by AI-related chips, servers, and electronics. Local Policy Watch: Taiwan’s central bank governor warned investors against excessive leverage as the AI-driven stock rally heats up. Food Safety: Taiwan widened a recall of carcinogen-tainted soybean oil products, now affecting 400+ items, as a political row grows. Space & Talent Exchange: President Lai highlighted Taiwan’s Global Pathfinders overseas youth program, including participants pursuing space ambitions in France. Cybersecurity: Cisco Talos warned China-nexus threat actor UAT-7810 is expanding the “LapDogs” relay network by compromising internet-facing Ruckus devices. Weather Risk: Super Typhoon Bavi is approaching Taiwan and China’s east coast, prompting emergency preparations and transport disruptions.
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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