AGP Executive Report
Last update: 7 hours agoAI 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.
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