AGP Executive Report
Last update: 9 hours agoSubaru’s EV retreat: Subaru says operating profit plunged 90% year-on-year, blaming EV impairment charges plus tariffs, FX swings, and higher raw-material costs—so it’s postponing its in-house EV push and shifting resources back to ICE and hybrids. Semiconductors momentum: TSMC lifted its 2030 market forecast to $1.5T, with AI and high-performance computing expected to drive most growth, and it’s accelerating capacity and advanced-node ramp. Hormuz shock ripple: Strait of Hormuz traffic is edging up from a wartime low, but the Iran war is still driving oil-price volatility and pushing governments toward riskier, less transparent supply arrangements. Japan-South Korea coordination: Seoul and Tokyo are set to hold a summit in Andong with security and semiconductors high on the agenda. AI industrial push: The Philippines’ 4,000-acre Pax Silica AI hub in New Clark City is drawing 20+ firm interests, including Japan-linked participation. Japan industry culture: CyberAgent is opening Canvas Kyoto to train and plug new creators into anime and game production.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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