AGP Executive Report

Last update: 12 minutes ago

AI Chip Supply Chain Buzz: ASML shares jumped after better-than-expected results and a raised full-year outlook, with EUV orders stretching into 2028—another signal that AI capex is still accelerating. Taiwan Market Pulse: Taiwan stocks rebounded as US inflation eased, lifting local tech and memory names; investors stayed upbeat on AI infrastructure spending. Power Becomes the Bottleneck: NVIDIA argues “tokens per watt” now decides which AI data centers win, while Standard Chartered warns grid capacity limits could slow AI growth. Semiconductor Expansion in the Region: UMC and Taiwan’s ecosystem keep pushing silicon photonics milestones and mass production abroad, reinforcing Taiwan’s role in next-gen chip infrastructure. Cross-Strait & Security Tensions: Taiwan’s Coast Guard is moving ahead with dozens of US sea drones as it counters China’s maritime pressure; meanwhile, Taiwan also urged China to reject Batanes claims. Healthcare & Biotech: Insilico and Bora announced an AI drug discovery alliance, while Innovent licensed an anti-CD40L antibody deal worth up to $1.1bn. Tech Taipei Power 2026: EPC will highlight GaN power innovations aimed at AI data center power efficiency and density.

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.

AGP Wire

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5 hours ago

EPC to spotlight GaN power tech at Tech Taipei Power 2026

AGP

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Jul. 14, 2026

Fire Cloak lands Taiwan distribution deal with HeTone Greenergy

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Jul. 6, 2026

Taiwan’s 5 Leading AI Short-Video Platforms for 2026

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Jul. 8, 2026

Cathay FHC summit draws record 5,800 participants to Taipei

AGP


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Cross-Strait exchanges reflect mainstream public opinion in Taiwan: mainland spokesperson

Cross-Strait exchanges reflect mainstream public opinion in Taiwan: mainland spokesperson

‘Very worrying’: More Taiwanese missing or detained for questioning in China sparks concern in Taiwan

‘Very worrying’: More Taiwanese missing or detained for questioning in China sparks concern in Taiwan


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5 hours ago

EPC to Showcase GaN Power Innovation at Tech Taipei Power 2026

EIN Presswire

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Jul. 14, 2026

NTHU and Top Taiwan Venture Capital Launch NTHU Future Fund

GlobeNewswire, Inc.

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Jul. 14, 2026

UK Fire Safety Innovator Fire Cloak™ Defies Global Price War with Major Taiwan Expansion

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Nokia and Taiwan Mobile extend 5G partnership to advance AI-powered networks

GlobeNewswire, Inc.

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Wevr's Year of Global Firsts: Five Immersive Experiences, Three Continents, One Million + Audiences Reached

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The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving

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