Semiconductor & AI Supply Chain: Wistron says AI server demand still exceeds supply and reported a 128% jump in Q2 net profit, while also approving more Taiwan capex and a Texas facility to build Nvidia systems. AI Hardware Shipping: NVIDIA’s Vera Rubin AI chip platform has moved into active shipments to major cloud and enterprise customers, reinforcing Taiwan’s role in AI factory buildouts. Server/Chip Roadmaps: AMD launched EPYC “Venice” on TSMC 2nm with up to 256 cores, signaling the next wave of AI-leaning server performance. Industrial PCs & Components: ADLINK expects revenue momentum to continue, but motherboard makers (ASUS, Gigabyte, MSI) are reportedly preparing Q3 price hikes near 50% as PCB and component costs surge. Logistics: Airfreight rates stabilized after declines, with AI and semiconductor cargo keeping capacity tight on key routes. Defense-Industry Pressure: Taiwan’s Han Kuang war games will test counter-blockade and wartime relocation of weapons production lines, as China expands gray-zone maritime law enforcement. Maritime Tech Risk: Taiwan Coast Guard warned a Chinese research vessel near the US-Taiwan undersea cable network, raising concerns about intelligence gathering. Energy & Trade: Taiwan’s share of export orders produced in the US tripled in 2025, while debates continue over LNG spot purchases and credibility impacts. Biotech Deals: Pathos AI signed cancer licensing deals with AstraZeneca and Jiangsu Alphamab, adding to oncology pipeline momentum.