Taiwan-US Security & Trade: After the Trump–Xi summit, Taiwan is still bracing for fallout as Washington signals no major policy shift while the stalled $14B Taiwan arms package remains a live pressure point. Semiconductors & AI Supply Chain: Intel’s 14A vs TSMC A14 performance debate heats up, while market jitters tied to oil and AI training pauses push chip stocks in opposite directions. 6G Architecture Push: Chunghwa Telecom and Far EasTone publicly commit to multi-orbit satellite integration for 6G before standards are finalized, aiming to lock in an AI-native network direction. UAV Industrial Expansion: President Lai breaks ground for a new drone industrial park as Taiwan accelerates UAV manufacturing to reduce China-linked supply-chain exposure. Healthcare Innovation: NTHU becomes Taiwan’s first to apply BNCT for breast cancer, reporting significant tumor reduction in compassionate-use cases. Investment & Manufacturing Abroad: A Taiwanese firm plans a $1B tech manufacturing plant in the Philippines’ New Clark City, underscoring Taiwan’s regional production push. Business Policy Watch: The US grants zero ad valorem tariffs on certain speciality drugs from Taiwan and others, even as broader pharma tariff moves loom. Regional Economy Lens: Malaysia’s MIDA and OCBC team up to attract high-value investments, including from Taiwan, as AI-linked supply-chain integration boosts growth expectations.