AGP Executive Report
Last update: 2 hours agoMicron Labor: Workers at the company’s Taoyuan site authorized a strike, with 99% of ballots cast in favor. No walkout date is set; the union is seeking a permanent profit-sharing plan, and a strike could put pressure on already tight supplies of memory chips for AI servers. Chip Supply: AMD CEO Lisa Su said the company plans to substantially increase chip supply in 2027 as demand outpaces production. Wafer capacity, advanced packaging and memory remain constraints, and AMD is planning supply needs further ahead. Terafab: Elon Musk says his companies will build and run the Texas chip plant, limiting TSMC’s possible role to leasing space. Intel remains a technology partner, underscoring that TSMC will not operate the facility. Arizona Ties: Taiwan opened a representative office in Phoenix as its tech companies expand investment in the state, including TSMC’s planned $265 billion manufacturing complex. Chip Design: Taiwan is offering researchers and students from Eswatini access to its chip-design ecosystem and semiconductor research facilities, extending cooperation beyond manufacturing.
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