Taiwan Tech & Chips: Taiwan shares slid as memory chip suppliers were hit by a sell-off after South Korea’s SK hynix and Samsung dropped more than 12%, with investors rethinking AI-driven valuations. Semiconductor Supply Chain: TSMC’s Arizona expansion stays on track as a Taiwan legislative delegation visited the Phoenix campus, with TSMC saying its most advanced tech and core R&D remain in Taiwan. AI Infrastructure & Networking: Source Photonics (via Dongshan Precision) plans a $1.2B optical chip and module capacity expansion for 800G/1.6T AI server interconnect demand. Cybersecurity in Electronics: Tata Electronics confirmed a ransomware-linked breach after alleged dark-web leaks of 200,000+ files tied to Apple and Tesla; Apple is investigating. Defense & Drones: Taiwan is pushing domestic drone development with a dedicated military procurement act and a $6.7B drone defense bill amid regional tensions. Healthcare R&D: AnHorn Medicines’ AH-008 cleared FDA IND and received Taiwan CDE index case designation for preventing chemotherapy-induced peripheral neuropathy. E-commerce AI: Shopee and OpenAI expanded ChatGPT integration across Taiwan and key SEA markets, aiming to shift shopping from keyword search to conversational discovery. Energy & Shipping: A Taiwanese-chartered VLCC exited the Strait of Hormuz carrying 2M barrels toward Kaohsiung as Hormuz traffic improves, though mine-related disruption remains a risk. Manufacturing Efficiency (EV/Auto): Fair Oaks Precision Machinery published a technical guide on double-head uncoilers to cut coil changeover downtime for high-speed EV motor lamination and stamping.