AGP Executive Report
Last update: 6 hours agoComputex 2026 Wrap: Taiwan’s COMPUTEX 2026 closed with 111,312 buyers/visitors from 152 regions, pushing “AI Together” themes and spotlighting physical AI and robotics as the next industrial wave. AI Supply Chain Demand: Nvidia CEO Jensen Huang told reporters in Taipei that Nvidia has doubled capacity for H2 2026 and warned 2027 demand will be even bigger, with tight supply across the chain. Foxconn Forecast Upgrade: Foxconn reported May revenue of NT$859.4B (+39.6% YoY) and lifted Q2 expectations, citing AI rack orders and new Intel/SK Group AI infrastructure partnerships. TSMC Demand Pressure: TSMC’s CEO reiterated that AI-driven chip demand still outstrips supply for years, while keeping prices stable. Semiconductor Market Mood: Global tech weakness hit Taiwan too—Taiex fell 1.33% after a wide swing, with investors trimming AI-linked positions amid US chip-stock selloffs. Energy & Industry: The US announced a $700M coal support plan tied to AI data-center power needs, while Taiwan-linked power semiconductor know-how also advanced via Mitsubishi Electric’s inverter design/validation data service using ITRI collaboration. Geopolitics & Trade: The US proposed forced-labor tariffs that include Taiwan, adding another cost and compliance layer for manufacturers.
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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