AGP Executive Report
Last update: 4 hours agoSemiconductor Diplomacy & Supply-Chain Pressure: China moved to preliminary anti-dumping measures on Japanese semiconductor chemical dichlorosilane, demanding cash deposits up to 99.2%—another chip-supply flashpoint tied to Taiwan-related tensions. Taiwan Chip Industry Push: SEMICON Taiwan 2027 was shifted to Aug. 18–20 to secure expanding exhibition space, after SEMICON Taiwan 2026 drew record attendance and exhibitors. Research Exchange: Taiwan’s MOE signed a pact with Kyoto University to send four academics for short-term research and training starting in 2027, under the Taiwan Global Pathfinders Initiative. AI Hardware Race: Huawei outlined plans to double 2026 output of its Ascend AI accelerators and highlighted new architecture ideas aimed at working around export controls. Data Center Buildout: Investors are eyeing mega data centers in Argentina’s Patagonia for power and cool conditions, while Taiwan’s TSMC continues expanding advanced chip production closer to major markets. Security & Tech: China expanded maritime patrols east of Taiwan and disclosed a warship acoustic database for submarine tracking, underscoring how sensing and robotics are feeding into regional competition.
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