COMPUTEX 2026 AI Push: Nvidia’s Computex message is loud and Taiwan-centered: the company says its RTX Spark is bringing agentic AI to PCs, while its $150B Taiwan investment underscores how TSMC-made silicon and advanced packaging keep Taiwan at the core of the AI buildout. AI Supply Chain Signals: Jensen Huang also confirmed all three HBM4 suppliers (Samsung, SK hynix, Micron) are in production for Nvidia’s Vera Rubin platform, but TSMC warns the AI chip shortage will persist for years and pricing will keep rising in measured steps. Semiconductor Market Volatility: Marvell surged after Nvidia’s “next trillion-dollar” call, then slid hard as broader AI-chip sentiment cooled—another reminder that valuation swings are now fast and brutal. Energy Security Debate: Taiwan should decentralize and harden its power system, learning from Ukraine’s experience with attacks on centralized energy infrastructure. Capital Markets Reform: President Lai says Taiwan wants an “Asian Nasdaq” by easing trading rules and leveraging its AI ecosystem to attract global startups. Defense & Trade Watch: Trump says a $14B arms sale to Taiwan is still under review; meanwhile USTR proposes Section 301 forced-labor tariffs that include Taiwan among targeted economies. Oil Prices & Industry Costs: CPC will keep gasoline and diesel prices unchanged next week to cushion crude volatility, absorbing losses as Taiwan’s inflation edges above target.