Semiconductor & Manufacturing Investment: TSMC’s AI build-out keeps expanding, with Multibeam landing its first Taiwan order for a multi-column E-Beam Lithography system for NTHU’s semiconductor research and joint development with chipmakers, while Chung Hua Plastic Industry earns a Manufacturing Leadership Awards finalist spot for a unit-level Digital Product Passport system already producing 300,000+ passports per month. AI Hardware Supply Chain: Wistron opened its first US AI server factory in Texas to mass-produce Nvidia GB300 boards and plan further expansion, underscoring how Taiwan-linked suppliers are pushing into the AI infrastructure race. Biotech & Pharma Deals: Mabion and Taiwan CDMO KriSan Biotech signed an MSA to jointly develop and manufacture ADCs, and GSK’s Nuvalent bet paid off early as the FDA approved its ROS1 lung cancer drug Jideytro. Energy & Trade Pressure: Brent briefly topped $100 as Middle East shipping risks flare, feeding into broader market jitters across Asia. Cross-Strait Security: Taiwan condemned China after a research vessel completed a fisheries survey in Taiwan’s EEZ, while China staged live-fire drills in the Taiwan Strait. Transport Infrastructure: Taiwan’s Cabinet approved a High Speed Rail extension to Yilan, targeting a 28-minute trip and starting contractor solicitation. Logistics for AI: Dimerco highlighted how AI data center buildouts are creating a new logistics wave for oversized, high-value components.