AGP Executive Report
Last update: 10 hours agoU.S.–China Tech Rules: The FCC voted to bar Chinese labs from testing electronics for U.S. approval starting in December 2028. China warned the move could disrupt supply chains; 82% of devices seeking U.S. certification were tested in Chinese labs last year. The FCC is also weighing limits on Chinese telecom firms’ access to U.S. phone numbers. AI and Chip Pressures: Samsung posted record quarterly profit on surging AI-memory demand but warned chip shortages could persist through 2028. Intel’s weak PC outlook, amid high memory costs, helped trigger a broad semiconductor sell-off. Foxconn’s Expansion: Foxconn unveiled three electric-vehicle models and said it is developing a new partnership with OpenAI, as it pushes to grow its contract manufacturing and AI businesses. Industry Investment: The European Commission approved €319 million for next-generation semiconductor projects, while IIT Guwahati and Tata Electronics announced a partnership to train semiconductor talent.
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