AGP Executive Report

Last update: 11 hours ago

AI Security & IP: China’s MIIT NVDB warned that some Anthropic Claude Code versions may secretly transmit users’ location and identifiers via a built-in monitoring mechanism, urging uninstalling or upgrading. AI Infrastructure: Reuters reported Meta’s memo plans to double computing capacity to 14GW by 2027, with Iris AI accelerators produced at TSMC starting in September and long-term memory/storage supply deals amid a hardware memory crunch. Semiconductor Manufacturing in Taiwan’s Orbit: UMC said it has begun mass-producing silicon photonics wafers in Singapore, aiming to support AI data-center network demand; the milestone follows broader photonics buildouts across the region. Memory Market Pressure: SK Hynix’s CEO warned the RAM supply crunch could worsen in 2027 and persist into 2030+ as AI keeps outpacing capacity. Biotech & Drug Discovery: Insilico and Bora announced an AI-driven drug discovery and development alliance; Kelun-Biotech reported Phase III progress for sac-TMT plus pembrolizumab in PD-L1-negative NSCLC. Cross-Strait Tech Diplomacy: Taiwan’s TPP sent its first formal mainland China delegation, focusing on youth exchanges plus AI and tech innovation. Weather & Disruption: Typhoon Bavi battered parts of China and is forecast to continue as it weakens, with knock-on disruptions across the region.

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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4 hours ago

EPC to spotlight GaN power tech at Tech Taipei Power 2026

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Cathay FHC summit draws record 5,800 participants to Taipei

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

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EPC to Showcase GaN Power Innovation at Tech Taipei Power 2026

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Jul. 14, 2026

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Jul. 14, 2026

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

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Jul. 13, 2026

AI Infrastructure Boom Drives Taiwan Suppliers Toward U.S. Manufacturing Expansion

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