Taiwan-US Supply Chain Pulse: Dimerco says Taiwan-US air cargo stays unusually tight as electronics, semiconductors and AI servers keep filling capacity, pushing rates up even after early-June frontloading eased. Semiconductor Demand & Power: A market commentary argues the real bottleneck in the AI buildout is power—secure grid connections for data centers—while Google reports electricity use jumped 37% in 2025, warning AI infrastructure is accelerating faster than grid decarbonization. Cross-Strait & Maritime Tensions: Taiwan’s Coast Guard tells local vessels to ignore China Coast Guard boarding requests and intervene if needed, after China’s “law enforcement” drills near Taiwan’s east coast. Environment & LNG Infrastructure: Port of Taichung projects face accusations of dodging environmental reviews tied to LNG terminal expansion, with groups warning of risks to critically endangered humpback dolphins. Finance & Governance: Cathay Financial bans senior subsidiary executives from outside roles after a regulatory breach scandal. Cybersecurity: Acronis links “Mustang Panda” to Zoho WorkDrive abuse in India-focused espionage campaigns, using cloud storage as a command and data exfiltration channel. Creative Industry: Netflix expands Taiwan film talent programs, adding development producer training and broader post-production pathways.