AGP Executive Report
Last update: 4 hours agoTaiwan’s AI push meets sports training: At Taipei’s WAVE AI Exhibition, the Taiwan Institute of Sports Science showcased an AI platform that turns training footage into actionable data for coaches and athletes, with the National Development Council signaling support for the startup ecosystem. Semiconductor supply-chain shakeup: A new debate is heating up over whether Nvidia’s CUDA advantage is weakening as AI systems increasingly “write code,” with major cloud players reportedly expanding AMD GPU deployments. Helium supply stress: Middle East turmoil is disrupting global helium flows, and Canada’s helium resources are in the spotlight as industry argues policy incentives are lagging. Chip-stock volatility: The AI spending boom is colliding with investor doubts, sending the semiconductor index into a rough, high-swing month and raising questions about whether the cycle can keep running. Taiwan in regional education demand: Taiwan drew over 50,000 Vietnamese students in 2025, with officials pointing to tech-sector strengths and affordable costs. Local governance in tech-adjacent sectors: CTBA elected Chou Ling-wen as its first female president, aiming to bridge baseball operations between the league, association, and government.
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