AGP Executive Report
Last update: an hour agoE-waste Enforcement: Philippines’ Subic Bay Freeport authority says it will block another suspected US e-waste shipment after earlier defending its recycling operations, citing Basel Convention compliance. Smartphone Exports: India’s Q1 FY2027 smartphone exports hit $9.84B, with iPhones driving over 75% of the total as Foxconn and Samsung expand outbound shipments. Korea Market Shock: South Korea’s KOSPI slid nearly 6% (and at times more) with circuit breakers triggered again as Samsung and SK hynix led the selloff; policymakers later apologized for single-stock leveraged ETF rollout. Chip Supply Chain Disruption: Japan’s Kumamoto 7.1 quake killed at least 13 and disrupted semiconductor and auto production, with Sony Semiconductor Solutions and others pausing operations. AI Networking Hardware: TrendForce says NVIDIA and Broadcom have begun volume ramp of co-packaged optics CPO switches, but optical engine and advanced packaging capacity may bottleneck growth. Used Electronics Trade: ATRenew launched a Hong Kong-focused used-device marketplace to modernize the city’s wholesale pre-owned phone ecosystem. Battery Safety: A lithium-ion power bank fire on a China Eastern flight reignited concerns about what passengers can bring onboard.
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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