AI Hardware & Data Centers: Astera Labs showed a 320-lane PCIe 6.0 “Scorpio X-Series” fabric switch at COMPUTEX Taipei, aiming to scale multi-GPU clusters up to 80 accelerators per switch and cut switch hops. Agentic AI Push: Nvidia and Microsoft rolled out a unified accelerated stack for agentic AI across Windows and Azure, with “RTX Spark” agent-ready PCs and a deskside “DGX Station” for large models. Semiconductor Market Pulse: Taiwan shares hit fresh highs as US tech strength lifted chip sentiment; TSMC led gains, while ASE and other AI-linked names also rose. AI Supply Chain & Talent: ASE topped TWSE main-board firms for average employee pay in 2025, underscoring how AI-driven profits are reshaping compensation. Energy Transition Risk: After a Yunlin wind turbine fire, Taiwan’s government ordered inspections of turbines operating over 15 years and plans stronger high-altitude firefighting. Carbon Pricing: Taiwan collected NT$4.97B in its first carbon fee cycle, with semiconductors among the biggest payers. Trade Policy Shock: The US proposed forced-labor tariffs of 10% or 12.5% on 60 economies, including Taiwan, plus a textile mechanism for reduced rates. Regional Business & Industry: A Taiwan-backed charity campaign in the Philippines delivered stationery to about 1,900 disadvantaged children ahead of the school year.