AGP Executive Report
Last update: 4 hours agoSemiconductors: TSMC posted a sixth straight record quarterly profit, with net income up 69% to NT$763.1 billion. It sees AI demand outstripping capacity and forecasts 2026 revenue growth of about 44%, but warned of uncertainty in its 2027 planning. The company is also exploring Texas expansion. Market Turmoil: Taiwan shares slumped as a global chip sell-off met hotter US inflation and worries over AI spending. Foreign investors pulled a record roughly US$9.3 billion from Taiwan, while state-owned banks sold dollars to steady the currency. Defense Tech: Shield AI delivered the first V-BAT autonomous aircraft to Taiwan’s Coast Guard. Twelve are planned to support ship-based surveillance and coastal patrols, with local partner AIDC helping build support capabilities. Health Tech: Taiwan’s Neurobit is taking its AI-assisted stroke-risk and vertigo assessment platform into Dutch acute-care settings, in a market-access project supported by the Ministry of Economic Affairs and MIRDC.
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