AI Chips & PCs: Nvidia used Computex Taipei to unveil RTX Spark, a Windows-focused “superchip” aimed at running agentic AI locally, while Intel called the competition “a good thing” and Huang said Nvidia still faces supply constraints but has enough for “very, very robust growth.” Semiconductor Manufacturing: Nvidia and TSMC expanded their fab partnership by pushing AI and accelerated computing into semiconductor workflows, from lithography simulation to defect inspection and scheduling. Memory Race: Samsung showed a physical HBM5 mock-up and highlighted thermal management as a differentiator; SK Group said SK hynix plans to double wafer capacity over five years and keep partnering on HBM for Nvidia’s Vera Rubin push. Taiwan’s Supply-Chain Bet: President Lai told Computex that maintaining the political status quo is key to securing global AI supply chains, as Nvidia also signaled it will boost Taiwan spending to $150B a year. Industrial AI in Taiwan: Hon Hai (Foxconn) met Macron in France to brief new semiconductor packaging and AI infrastructure investments, while Qualcomm launched its “Dragonfly” brand for data center and AI infrastructure. Markets & Trade: Taiwan shares hit fresh highs on AI optimism led by TSMC; China Airlines rolled out a new Dreamliner Premium Economy cabin themed on Jiufen.