AGP Executive Report
Last update: 3 hours agoChiplet Partnership: Taiwan’s Egis Group and France’s SiPearl have launched a CPU chiplet collaboration, the first project under a bilateral R&D program that supported six joint projects and more than NT$1.2 billion in investment in 2025. Supply-Chain Security: Taiwan is moving to reduce reliance on China for rare earths: ITRI plans a plant aimed at meeting half the island’s demand by 2030, while TSMC is seeking chipmaking equipment that avoids Chinese rare-earth magnets. AI-Driven Growth: Taiwan ranked second in the IMF’s 2026 growth forecast at 10.7%, with technology demand and AI development cited as key drivers; September industrial production also rose for a 31st straight month. Talent and Research: Micron is widening recruitment in South Korea for engineers to work at its Taiwan fabs, as its Taiwan unit introduces a new profit-sharing framework after worker feedback. NTU has also opened chip facilities to university researchers.
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