AGP Executive Report
Last update: 4 hours agoTSMC Expansion: Taiwan’s MOEA approved TSMC’s US$20B capital injection into its wholly owned Arizona unit, backing a 12-inch wafer fab plus advanced packaging—bringing cleared U.S. funding to US$44B. Physical AI Funding: Luxonis raised $14M Series A to scale its OAK camera line and expand its OAK4 cloud perception ecosystem for industrial robotics. Drone Security Push: AIT’s Raymond Greene said the U.S. wants deeper Taiwan cooperation on uncrewed systems, calling it a “game-changing” security opportunity. AI Server Smuggling Probe: Supermicro denied its Taiwan office was raided, but confirmed two Taiwan employees detained and two released on bail in a case tied to alleged illegal diversion of Nvidia-chip AI servers under U.S. export controls. Health Research: A new study reports statins and blood-pressure drugs have narrowed or erased cholesterol and BP gaps for obese adults aged 40+—important for patients considering weight-loss meds. Food Safety Recall: Taiwan recalled about 1,300 tonnes of soy-based cooking oil products after benzopyrene levels exceeded legal limits. Markets Watch: Asia tech stocks slid as chip sentiment cooled; Taiwan’s Taiex fell modestly after U.S. chip weakness.
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