US–China UN & summit fallout: China’s VP Han Zheng used the UN stage to stress differences with Washington on trade, international bodies, Iran and Cuba, while also keeping Taiwan and South China Sea tensions in the background. Taiwan at the center of US–China talks: Multiple reports say the Trump–Xi summit left Taiwan policy unresolved, with Beijing pressing for a “correct position” on Taiwan independence and Taipei pushing back. Arms & deterrence: Taiwan is boosting domestic cruise-missile production (“Wan Chien”) as US deliveries remain delayed, and analysts frame it as a chance to expand local defense manufacturing. Semiconductor investment momentum: Taiwan’s MOEA approved TSMC’s US$44B in investments in the US since 2020, supporting the company’s broader Arizona buildout. AI supply-chain pressure: A Taiwan economist warns AI gains are widening the “K-shaped” divide, with traditional industries lagging as capital and talent concentrate in high-tech. Industry & services tie-in: Taiwan’s TEAM TPE HOUSE at the Asian Games highlights soft-power outreach tied to local agriculture and culture. Energy trade watch: A diesel-export roundup spotlights how global supply shifts could ripple into logistics costs—relevant for Taiwan’s export-driven economy.