AGP Executive Report
Last update: 8 hours agoAI & Markets: Taiwan shares closed at a new high, led by AI optimism and easing Middle East worries after Iran-Hormuz deal chatter pushed oil and the dollar lower. Semiconductor Race: Huawei unveiled its “Tau Scaling Law,” claiming a path to 1.4nm chips by 2031—aimed at sidestepping US-linked chipmaking limits—while TSMC targets 1.4nm mass production for 2028. Cross-Strait Tensions: Taiwan said a Chinese coast guard ship withdrew after a tense Pratas Islands standoff, with heated radio exchanges over sovereignty. Labor Pressure in Chips: Reports say TSMC employees are questioning potential bonus cuts tied to heavy overseas investment, echoing broader semiconductor profit-sharing debates. Defense Readiness: Taiwan’s Air Force said F-16V collision-avoidance upgrades will be fully operational by 2028. Regional Tech Diplomacy: Taiwan told APEC it’s willing to share AI development know-how, plus green trade transformation experience.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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