Semiconductor “Silicon Shield” Meets Geopolitics: A new push to frame Taiwan’s strategic value through its semiconductor ecosystem is getting louder as lawmakers and partners warn that any Taiwan Strait disruption would ripple through global AI, cloud, defense, and consumer electronics. Japan–Taiwan Econ Security: DPP and LDP lawmakers met in Tokyo on cyber and submarine-cable disruption risks, pushing closer cooperation on economic security and defense. UN Seat Campaign: Tuvalu’s FM told President Lai Taiwan deserves a “seat at the table,” citing healthcare, digital innovation, and disaster response. AI Slowdown Shockwaves: Global tech and chip stocks slid after Anthropic and OpenAI leaders urged slower frontier AI development, with Taiwan’s TSMC also pulled into the sell-off. TSMC Fab in Germany: Construction at TSMC’s Dresden project is progressing on schedule, with ESMC reporting a topping-out milestone. AI Hardware Efficiency Research: UT and TSMC researchers explored energy-saving SOT-MRAM for AI, aiming to cut resource demands. MLCC ETF Launch: Global X launched an ETF targeting Asian multilayer ceramic capacitor makers tied to AI server, EV, and smartphone growth—major exposure includes Taiwan’s Yageo. Energy Costs and Markets: Oil topped $100 amid Middle East shipping fears and rate-hike expectations, pressuring Asian equities and inflation-sensitive planning. Taiwan in the Pacific Supply Chain: US officials said there’s “huge scope” for Taiwanese participation in the Luzon Economic Corridor, especially semiconductors, advanced manufacturing, and AI.