AI Infrastructure & Chips: Taiwan’s Computex spotlight is set for Nvidia and the island’s shift from “semiconductor story” to AI infrastructure, with Jensen Huang saying Nvidia will spend up to US$150B a year in Taiwan and AMD pledging $10B+ as partners scale data-centre capacity. Macro & Finance: Taiwan’s central bank flagged “timely” steps to protect financial stability amid tariff uncertainty, China weakness and geopolitics, while Taiwan lifted 2026 GDP growth to a 16-year high on AI-driven demand. Corporate Earnings: Hon Hai/Foxconn shareholders approved a record NT$7.2 cash dividend per share, as AI server demand keeps profits and sales surging. Supply Chain & Components: Samsung Electro-Mechanics and LG Innotek rallied on AI server component demand signals, including silicon capacitor supply deals tied to advanced packaging. Energy Transition Pressure: Iran-war disruption is pushing parts of Asia—including Taiwan—back toward coal purchases to manage LNG supply risk and electricity costs. Geopolitics & Trade: US-Taiwan arms sales remain politically tangled as Washington weighs stockpile replenishment after Iran, while Taiwan-US defense industry leaders push for faster commercial deals without replacing traditional arms deliveries. Market Mood: Asian equities climbed on hopes for a US-Iran 60-day ceasefire extension, easing oil volatility.