AI Security & IP: China’s MIIT NVDB warned that some Anthropic Claude Code versions may secretly transmit users’ location and identifiers via a built-in monitoring mechanism, urging uninstalling or upgrading. AI Infrastructure: Reuters reported Meta’s memo plans to double computing capacity to 14GW by 2027, with Iris AI accelerators produced at TSMC starting in September and long-term memory/storage supply deals amid a hardware memory crunch. Semiconductor Manufacturing in Taiwan’s Orbit: UMC said it has begun mass-producing silicon photonics wafers in Singapore, aiming to support AI data-center network demand; the milestone follows broader photonics buildouts across the region. Memory Market Pressure: SK Hynix’s CEO warned the RAM supply crunch could worsen in 2027 and persist into 2030+ as AI keeps outpacing capacity. Biotech & Drug Discovery: Insilico and Bora announced an AI-driven drug discovery and development alliance; Kelun-Biotech reported Phase III progress for sac-TMT plus pembrolizumab in PD-L1-negative NSCLC. Cross-Strait Tech Diplomacy: Taiwan’s TPP sent its first formal mainland China delegation, focusing on youth exchanges plus AI and tech innovation. Weather & Disruption: Typhoon Bavi battered parts of China and is forecast to continue as it weakens, with knock-on disruptions across the region.