AGP Executive Report
Last update: 5 hours agoSemiconductor Pulse (Taiwan): TSMC posted record May revenue of NT$416.975 billion (about US$13.19B), up 1.5% from April and 30.1% year-on-year, with AI-driven demand and leading-edge process capacity still powering growth. AI Hardware Ecosystem: Applied Materials is expanding in Singapore with a US$500M Tampines campus to more than double advanced cleanroom capacity for AI chip production. Global AI Networking: NTT launched a roughly $500M “IOWN AI Fund” with SK Telecom and Chunghwa Telecom to back next-gen optical-wireless tech, data-center infrastructure, and AI startups. Cross-Border Dealmaking: Taiwanese Bizlink agreed to buy Blackstone’s Interplex ICT unit for $850M (plus up to $50M earnout), strengthening its role in AI data-center interconnect supply chains. Tech Trade & Industry Stage: COMPUTEX 2026 wrapped up with a focus on “AI Together,” highlighting Physical AI and robotics, and drawing 111,312 buyers from 152 regions. Local Tech & Community: Taichung Mayor Lu Shiow-yen signed an MOU with Germany’s Görlitz on energy, technology, research, and disaster prevention, positioning the city as a bridge for Taiwan’s supply chains into Central Europe. Market Mood: Asia markets slid again as tech sell-offs returned on AI valuation worries and rate-hike fears.
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.
Perspectify News
