AGP Executive Report
Last update: 6 hours agoTaiwan Market Pulse: Taiwan’s Taiex surged about 1,020 points (+2.36%) to 44,169 on Friday, led by AI-linked electronics as sentiment improved after Trump said US-Iran strikes were paused and a ceasefire deal could come soon. TSMC Capacity Watch: TSMC’s CEO C.C. Wei flagged “five shortages” but said talent is the biggest gap, while also noting government plans to connect reservoirs to ease water risk for advanced chip fabs. Advanced Chip Supply Crunch: Taiwan Semiconductor (TSMC) expanded 3nm output capacity to 160,000–175,000 wafers in Q2, yet demand still outpaced supply, keeping order backlogs tight. China Tech & Security: China’s state security ministry claimed foreign agencies are using “spy turtle” and “spy fish” fitted with sensors to collect marine data, alongside claims about sensor-equipped buoys near submarine acoustic monitoring. Nvidia China Pivot: Nvidia told Chinese clients its new “Vera” AI data-center CPUs could be available as soon as August, aiming to restart orders after H200 shipments stalled under export controls. Local Corporate Note: Himax Technologies announced its Taiwan AGM will be held Aug. 12, 2026 at its Tainan fab. Geopolitics at Sea: Taiwan said China ended a coast guard patrol after “inspecting” vessels near undersea cable areas, while Taiwan’s Coast Guard said Beijing has no jurisdiction and will drive ships away.
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
