AGP Executive Report
Last update: 7 minutes agoTesting Rules: The FCC is preparing a vote to bar Chinese labs from testing U.S.-bound electronics, a shift that could disrupt supply chains: 82% of devices approved for U.S. sale in 2025 were tested in China. AI Server Patents: The U.S. trade commission has opened an investigation into power-delivery systems used in AI servers, naming 20 companies, including Foxconn, Quanta, Delta and Luxshare, after Vicor alleged patent infringement. Chip Supply: A former iPhone display plant in Japan is set to make semiconductor package substrates under new owner Shinko Electric, reflecting the industry’s shift from screens to chips. AI Memory: Samsung expects record third-quarter operating profit as demand for AI memory boosts its chip business, while higher memory costs weigh on device divisions. India Manufacturing: Dixon Technologies’ joint venture with Taiwan’s Gemtek will make optical transceivers and telecom equipment for AI and data-center markets, with production targeted for the fourth quarter of FY27.
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