AGP Executive Report
Last update: 3 hours agoChipmaking: TSMC posted record third-quarter profit, with 2nm chips already accounting for 8% of wafer revenue and advanced nodes generating 79%. The company expects strong demand to continue, but warned that overseas expansion will weigh on margins. US Expansion: Taiwan is planning Texas industrial parks costing up to $4 billion to help smaller suppliers join the AI chip supply chain. TSMC is also in talks about Elon Musk’s Terafab, but says any fab it joins must be operated by TSMC; Musk has insisted his companies will run the project. AI Trade: Taiwan plans to curb AI chip exports to China under a US trade deal, adding a new constraint to the region’s fast-growing chip supply chain. Cybersecurity: Researchers warned that a phishing campaign used fake event invitations and malicious QR codes to target Taiwan research affiliates and steal Google credentials and multi-factor authentication codes. Space Science: The International Astronomical Union approved “Kinmen” as the name of a kilometer-wide asteroid discovered by National Central University’s Lulin Observatory.
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.