Taiwan Investment Diplomacy: The Legislative Yuan set up a cross-party Association for Promotion of International Investment in Taiwan to improve dialogue with global firms and speed up legislative responses to business needs. Resilience Procurement Debate: Taiwan’s Han Kuang 42 drills will deliberately throttle mobile internet in parts of northern and central Taiwan, spotlighting a procurement gap: governments buy platforms, but must also fund the ability to coordinate decisions when networks degrade. Semiconductor Supply Chain Pressure: Qualcomm plans double-digit price hikes on chip products shipped after Sept. 1, citing supplier cost increases and shortages that trace back to memory and foundry bottlenecks tied to TSMC. AI Chip Design Acceleration: Silvaco and NVIDIA announced a collaboration to speed physics-based semiconductor digital twins using NVIDIA accelerated computing and AI tools. China-Taiwan Security & Trust: Taiwanese officials warn Beijing is turning political divisions into distrust via digital influence campaigns, including short-form content targeting perceptions of the U.S. Regional Tech-Defense Signals: Japan is rethinking defense procurement after the Ukraine drone war, pushing mass production and domestic manufacturing for unmanned systems. Cross-Strait Economic Risk: Former President Tsai Ying-wen said a Taiwan Strait crisis could cost up to US$2 trillion globally, given Taiwan’s central role in advanced chips. Global Market Mood: Asian trading was mixed-to-higher as oil eased after a US-Iran pause, but investors stayed cautious about AI capex returns and upcoming earnings.