Semiconductor Supply Chain & AI Demand: TSMC reported August revenue up 53% to a record NT$514.81B, underscoring how AI capex is still outpacing capacity and keeping the advanced-node buildout on track. High-NA EUV Ecosystem: ASML and TSMC are teaming up to support High-NA EUV adoption, including a 12-inch photomask pilot line targeted for 2031 and broader ecosystem readiness by 2033. Packaging Split for Inference Chips: A new report says AI accelerators are diverging on packaging—Nvidia still leans on TSMC CoWoS, while major hyperscalers are backing Intel EMIB for inference-class designs. Labor & Industrial Stability: Micron says Taiwan workers will receive bonuses worth 35–68 months of pay after strike threats, aiming to stabilize labor relations at its key Taiwan manufacturing base. E-Mobility Battery Manufacturing: ProLogium began mass production of its Generation 3.5 solid-state lithium ceramic cells in Taoyuan, hitting 381 Wh/kg—positioning it as a potential upgrade path for electric motorcycles. Drone Industry Policy: Taiwan’s premier countersigned a US$7.5B drone procurement and industry development budget bill, with officials pushing “non-red” supply chains to avoid Chinese components. Trade & Consumer Tech Ripple: Apple’s first foldable iPhone pricing varies sharply by market, with Taiwan among the higher-priced regions—raising questions for local suppliers tied to new device cycles. Geopolitics & Risk: Separate coverage highlights Taiwan’s preparations for blockade-style scenarios and the broader Indo-Pacific competition shaping investment and security decisions.