AGP Executive Report
Last update: 5 hours agoNvidia Scrutiny: Nvidia’s board has opened an independent investigation into whether CEO Jensen Huang was targeted by a foreign intelligence operation. The company says it has no reason to believe sensitive information was compromised, but shares fell more than 4% and the episode is raising questions for chip industry partners. 2nm Foundry Win: Samsung’s foundry unit is set to make a U.S. cloud company’s AI chip using its 2nm process, through design partner Faraday. The deal is expected to bring in its first revenue in early 2027. India Manufacturing: India may accept new applications for its Electronics Component Manufacturing Scheme on a rolling basis from July 2027, giving companies more time to secure land, utilities and technology partnerships. The scheme’s budget has grown to 40,000 crore rupees. Mobility and Robotics: Samsung and Hyundai executives met to deepen cooperation in physical AI, electric vehicles, autonomous driving and robotics, building on existing ties in automotive electronics, batteries and components. Supply Chains: Jabil has brought five procurement and supply-chain businesses together in a broader services offering, combining consulting, component recovery, data tools and electronics sourcing.
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