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AGP Executive Report

Last update: 4 hours ago

AI Security & Privacy: 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 in Taiwan’s Orbit: Reuters reported Meta’s memo to double computing capacity to 14GW by 2027, with Iris AI accelerators entering production at TSMC in September and new long-term supply deals for memory and storage. Semiconductor Demand Split: TSMC posted record June sales (+67.9% YoY) and Q2 momentum (+36% sales), while memory stocks slid as HBM supply tightness and profit expectations diverged. Memory Race Signals: SK Hynix’s Nasdaq debut drew a sharp selloff after guidance concerns, while Dan Ives called memory chips the “golden child” of AI with demand far outpacing supply. Taiwan Drone Exports: Taiwan’s drone industry notched a major export win—Saudi Arabia bought $47.2M in drones in June, a new high for any country since Taiwan began detailed export reporting. Health Tech: FDA approved LEQEMBI IQLIK (lecanemab-irmb) subcutaneous initiation dosing for early Alzheimer’s, adding an at-home-friendly option to IV therapy. Climate Watch: Super El Niño is intensifying; June ocean temperatures hit record highs and marine heatwaves now cover large swaths of the world’s seas.

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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Jul. 6, 2026

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

AGP

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Jul. 8, 2026

Cathay FHC summit draws record 5,800 participants to Taipei

AGP

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5 hours ago

Photoelectric sensor market to nearly double by 2035

AGP

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Jul. 6, 2026

Furuno to keynote at Auden TechDay 2026 in Taiwan

AGP


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Six Minutes — That’s All the Warning Taiwan Gets of a Missile Attack, and It Comes From a Machine China Would Target Firs

Six Minutes — That’s All the Warning Taiwan Gets of a Missile Attack, and It Comes From a Machine China Would Target Firs

“Remarkable achievement by India’s young scientific minds!”: MoS Margherita lauds winners of International Physics Olympiad 2026

“Remarkable achievement by India’s young scientific minds!”: MoS Margherita lauds winners of International Physics Olympiad 2026


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4 hours ago

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

GlobeNewswire, Inc.

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17 hours ago

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

GlobeNewswire, Inc.

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Jul. 13, 2026

EyePoint Appoints Tarek S. Hassan, M.D., as Chief Strategic Science Officer

GlobeNewswire, Inc.

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Piezoelectric Devices Market Outlook 6.70% CAGR with USD 67.15 Billion by 2035 Key Trends during 2025–2035

EIN Presswire

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5 hours ago

Photoelectric Sensor Market to Reach USD 4.47 Billion by 2035 with 7.6% CAGR

EIN Presswire

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Global Blood Glucose Monitoring System Market Size to Reach USD 39.4 Billion by 2035 | Growing at 8.9% CAGR | Industry Trends, Market Share & Forecast – Custom Market Insights

GlobeNewswire, Inc.

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