AGP Executive Report
Last update: 6 hours agoSemiconductor Pulse (Taiwan): TSMC posted record May revenue of NT$416.975 billion (about US$13.19B), up 1.5% from April and 30.1% year-on-year, with AI-driven demand and leading-edge process capacity still powering growth. AI Hardware Ecosystem: Applied Materials is expanding in Singapore with a US$500M Tampines campus to more than double advanced cleanroom capacity for AI chip production. Global AI Networking: NTT launched a roughly $500M “IOWN AI Fund” with SK Telecom and Chunghwa Telecom to back next-gen optical-wireless tech, data-center infrastructure, and AI startups. Cross-Border Dealmaking: Taiwanese Bizlink agreed to buy Blackstone’s Interplex ICT unit for $850M (plus up to $50M earnout), strengthening its role in AI data-center interconnect supply chains. Tech Trade & Industry Stage: COMPUTEX 2026 wrapped up with a focus on “AI Together,” highlighting Physical AI and robotics, and drawing 111,312 buyers from 152 regions. Local Tech & Community: Taichung Mayor Lu Shiow-yen signed an MOU with Germany’s Görlitz on energy, technology, research, and disaster prevention, positioning the city as a bridge for Taiwan’s supply chains into Central Europe. Market Mood: Asia markets slid again as tech sell-offs returned on AI valuation worries and rate-hike fears.
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.
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