Drone Supply-Chain Shock: The U.S. moves to impose tariffs of up to 100% on imported drones and certain components, with a 25% rate on smaller models and 15% on drones from the EU, Japan, South Korea, Switzerland, Liechtenstein, and Taiwan—aimed at cutting reliance on foreign suppliers and boosting domestic production, with most duties starting in September. Trade Enforcement Push: Washington also flags a “Great Transshipment Scam,” warning that goods may be routed through third countries to dodge tariffs, naming India among high-risk conduit economies alongside Taiwan, Canada, the EU, Japan, and Vietnam. AI Chip Pressure: Nvidia’s plan to mobilize over US$500B in third-party financing for AI data centers could further entrench its ecosystem, while China’s SMIC says AI demand is lifting peripheral chip needs even as phones and autos soften. Taiwan Memory Investment: Nanya Technology ramps up DRAM spending for AI-driven memory demand, with 2027 capex projected to jump to over NT$200B and a major EUV-equipped expansion. Cybersecurity for Industry: Taiwan faces an autonomous AI-driven cyberattack reported to have compromised government accounts and hit the nuclear safety agency and energy firms, underscoring operational risk for critical infrastructure. Labor & Consumer Services: Uber Eats in Taiwan faces fraud claims from delivery drivers over pay calculations under a new fair-pay framework. Food & Retail Demand: Shakey’s Pizza Asia reports first-half profit down 33% as consumer spending softens and restructuring costs bite. Regional AI Gap: Capital Economics says the Philippines is missing out on AI productivity gains, with weaker electronics export growth and low workplace AI adoption.