AGP Executive Report
Last update: 3 hours agoAI Chips: Microsoft plans to deploy more than a million Maia 300 processors from 2027, with TSMC manufacturing key chiplets using 2-nanometer and 3-nanometer processes. The move could reduce Microsoft’s reliance on Nvidia and add to demand for Taiwan’s advanced chipmaking. Trade Probe: The US has opened a patent investigation into AI server power-delivery systems involving Taiwan’s Foxconn, Delta Electronics and Quanta Computer. The firms say they will respond through legal channels and report no current operational impact. Power Supply: Taipower’s chief says private companies must help fund new generation as AI pushes up electricity demand. TSMC is among the firms reportedly discussing power investments. Chip Earnings: TSMC is expected to post a sixth straight quarterly profit record on Oct. 15, with analysts forecasting a 65% year-on-year rise. Memory maker Nanya also expects DRAM prices and margins to climb in the fourth quarter amid tight supply. AI in Kaohsiung: Mayoral candidates proposed AI industry clusters, parks and closer links between industry and universities, citing the city’s power supply and industrial base.
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