AGP Executive Report
Last update: 10 hours agoMalaysia Macro Watch: Bank Negara Malaysia says there’s no need to revise its 2026 GDP growth outlook after 2Q growth hit 6.0%, with electrical & electronics exports and ICT services still supporting momentum. AI & Electronics Gap: Capital Economics warns the Philippines is missing out on the AI boom, citing slower electronics export growth and weak workplace AI adoption. Semiconductor Supply Chain: Mycronic booked a $4M–$6M order for a new SLX photomask writer for Q1 2027 delivery, expanding its Asian customer base. Chip Market Mood: South Korea’s KOSPI surged for a fifth straight session as investors piled into Samsung and SK hynix on AI optimism. Corporate Moves: Semtech agreed to sell its cellular module business to Compal for $62M, refocusing on data center and LoRa connectivity. Tariff Fallout: UPS and FedEx have started passing U.S. tariff refunds to customers after Supreme Court action, with electronics among the affected categories. Governance Spotlight: SK hynix faces scrutiny over Solidigm’s potential pre-IPO fundraising and U.S. listing plans.
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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