AI Chip Investment Surge: Nvidia CEO Jensen Huang doubled down on Taiwan as the “epicenter” of the AI revolution, saying the company could spend about US$150B a year on Taiwan AI and semiconductor expansion, while TSMC also signaled stronger staff profit-sharing with bonuses expected to rise over 30%. Semiconductor Market Power: SK hynix crossed the US$1T valuation mark as AI memory demand tightens supply and lifts prices, with Micron also hitting the trillion-dollar club—another reminder that Taiwan’s chip ecosystem is pulling the whole region’s capital markets. Computex/Display Hardware: Samsung Display will unveil the world’s first 4K 360Hz QD-OLED monitor panel at COMPUTEX Taipei, aiming to end the usual tradeoff between resolution and refresh speed. Automotive Connectivity Standards: The MIPI Alliance launched an A-PHY compliance program to speed multi-vendor adoption of automotive SerDes, with an authorized test lab added for validation. Trade & Diplomacy: Taiwan President Lai told the U.S. that deepening economic and trade cooperation matters in the AI era, while separate reporting highlights U.S. tariff moves on Taiwan goods tied to semiconductor deals. Geopolitics & Energy Shock: Oil jumped and Asian stocks slid after new U.S. strikes on Iran, and a new analysis warns U.S. weapons stockpiles could take years to replenish—risks that ripple into Taiwan’s security and supply chains. Cross-Strait Cultural Pressure: Beijing criticized Taiwanese actress Lin Chi-ling’s exit from a TAICCA board role, underscoring how culture policy remains entangled with politics.