AGP Executive Report
Last update: 12 hours agoEnergy Storage: India’s Trontek Electronics will unveil a 5-MWh battery storage system this week as it expands manufacturing capacity from 3 GWh to 12 GWh by 2028. Foldable Phones: Apple’s first foldable sold out in preorders, boosting prospects for Samsung Display, its sole panel supplier, as production snags may prompt extra component orders. Chip Race: Reports say Samsung will use TSMC technology for base dies in Nvidia’s next-generation memory chips, while TSMC plans to more than double 2-nanometer capacity by 2027, widening its lead over Samsung’s foundry business. AI Infrastructure: Omron’s $675 million acquisition of industrial computer maker OnLogic is aimed at factory automation, even as U.S. data-center projects face delays over financing, power constraints and local opposition.
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