AGP Executive Report
Last update: 3 hours agoEnterprise AI: Taiwan’s Senao Networks launched a new x86 server lineup for generative AI, inference and edge computing, including options for on-premises deployment and greater control over company data. Chip Supply Chain: TSMC and GlobalFoundries signed a $2 billion deal to make silicon interposers in New York for advanced chip packaging, with production expected to ramp in 2028. TSMC also posted record quarterly revenue as AI demand continued to surge. Workforce Watch: Micron workers in Taiwan authorized a strike, raising concerns about potential disruption to an already tight global memory supply. Cybersecurity: U.S. authorities say China-linked hacking tools targeted critical infrastructure, including Taiwanese gas and power companies, and were used in phishing attacks on Taiwanese universities. AI’s Energy Needs: Taiwan’s AI-driven export boom is intensifying pressure to secure enough electricity for data centers and chip production.
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