Defense Delivery Watch: Taiwan’s first two F-16 Block 70 jets have left Hawaii and are set to arrive at Chihhang Air Base in Taitung on Oct. 2, kicking off delayed deliveries of 66 newly built fighters. Semiconductor Expansion: Reports say TSMC is weighing a second major US campus in Texas near Dallas, potentially adding tens of billions on top of its $265B Arizona buildout. AI Supply Chain & Markets: Micron posted record results on AI memory demand, while Taiwan’s manufacturing PMI rose to 63.4 in September—fastest pace in five years—showing electronics and optical strength despite slowing momentum. Cyber & Data Security: A China-aligned phishing campaign targeted AI policy experts with fake links to steal cloud sessions, underscoring rising risks around AI governance. Energy & Industry Demand: A study projects AI data centers could hit about 1% of global electricity by 2030, adding pressure to power planning. Maritime & Logistics: Taiwan-linked drone and subsea-cable security concerns keep surfacing, while HMM is set to launch a weekly Mombasa–India service. Aviation Costs: Taiwanese carriers’ international fuel surcharges rise from Oct. 7 as jet fuel benchmarks climb.