AI Chips & Taiwan’s Momentum: TSMC reported a 30% revenue surge in May, underscoring how AI infrastructure demand is still driving Taiwan’s semiconductor engine. Semiconductor Supply Chain & Packaging: TSMC and Amkor signed a 10-year partnership for advanced semiconductor packaging in Arizona, pointing to long-haul capacity building beyond Taiwan. Taiwan Economy Watch: Yuanta upgraded Taiwan’s 2026 GDP growth forecast to 11.05%, citing resilient exports and AI-linked hardware demand even as housing cools. Top Companies Snapshot: Taiwan’s top 5,000 firms posted record 2025 profits, with TSMC again leading by net profit—another sign the AI boom is flowing through the whole ecosystem. Defense Tech (Regional Air Defense): Taiwan’s next-generation integrated air defense intelligence system is on track for completion this year, with AI-assisted decision support and missile integration planned for deployment next year. AI in Education (Cheating): Reports say students across East Asia are using AI-powered smart glasses to cheat, and Taiwan universities are tightening exam rules and procedures. Carbon Labeling for Exports: Taiwan’s Tea and Beverage Research Station helped tea producers roll out carbon footprint labels, aiming to boost green procurement competitiveness. Demographics & Health: Taiwan’s single-older-household count hit a record high, while a preschool vision screening pilot found 58% of five-year-olds have myopia or pre-myopia—raising pressure for early intervention. Geopolitics & Tech Risk: Commentary warns that AI investment cycles could stall if hyperscalers can’t monetize returns, while broader analysis frames Asia markets as increasingly shaped by geopolitics, not just growth.