AGP Executive Report
Last update: 12 hours agoAI Supply Chain: Taiwan optical-components maker FICG plans to more than triple its Malaysian capacity by 2028, citing surging demand from AI data centers and U.S. customers seeking supply-chain alternatives. Data Centers: Formosa Smart Energy and CXIT plan to develop an AI data center at Mailiao Industrial Park and form a joint venture to provide cloud services, building on the site’s existing power and utility infrastructure. Semiconductors: TSMC posted a record NT$763 billion third-quarter profit as AI demand remained strong; 2-nanometer chips reached 8% of wafer revenue. The company is weighing Texas expansion but struck a cautious note on 2027. Overseas Expansion: Taiwan plans an industrial park in Texas, potentially worth up to US$4 billion, to help smaller suppliers serve major chip and AI companies. Economic Outlook: CIER raised its 2026 growth forecast to 12.16%, the strongest pace in 39 years, citing robust domestic demand and AI-related exports. Market Volatility: Taiwan shares fell amid a global tech sell-off over inflation and AI investment risks, despite TSMC’s results.
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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