AGP Executive Report
Last update: 10 hours agoSemiconductor Race: Huawei says its “Tau Scaling Law” and LogicFolding approach could let it start making 1.4nm-class chips by 2031, aiming to bypass some sanctioned manufacturing gear and narrow the gap with TSMC. Energy Storage Supply: Ford Energy and EDF power solutions North America signed a five-year framework for up to 20GWh of grid-scale BESS, with deliveries starting in 2028. AI + Manufacturing Demand: India’s AI data-centre pipeline is massive—₹12.3 trillion planned—yet analysts warn it may not fix the deeper skills and job-quality challenge. Industrial Momentum, Not Yet Durable: Moldova’s Q1 industrial output rose 6.1% y/y, but the rebound looks short-term. Auto + EV Policy Pressure: Indian two- and three-wheeler EV startups petition to change the auto PLI scheme, arguing current rules favor incumbents and leave innovators out. Local Manufacturing Push: Malaysia’s Eckem Holdings targets RM15m from an IPO to expand a rubber-products line, even as petrochemical supply faces US-Iran disruption.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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