Taiwan Defense & Security: Taiwan’s Altius-600M loitering munition completed its first sea-based live-fire strike test, validating a full reconnaissance-to-precision-attack engagement chain to disrupt amphibious landing planning in the Taiwan Strait. Cross-Strait Maritime Tensions: Taiwan and China coast guards staged a standoff near the Pratas Islands, with Taiwan warning it would take “all necessary measures” as the Chinese vessel entered restricted waters. AI Hardware & Supply Chain: TSMC warned advanced AI chip demand will outstrip supply for years, raising questions for Apple’s future roadmaps as customers compete for leading-edge capacity. Computex 2026, Taipei: Intel rolled out Xeon 6+ data center updates plus an expanded 800-series Ethernet lineup and its Crescent Island GPU roadmap, while Nvidia’s RTX Spark kept pushing the “AI PC” narrative on the show floor. Semiconductor Market Mood: Wall Street took a hit as chip stocks sold off hard, with the Nasdaq and major semiconductor names sliding amid rate worries and AI trade cooling. Local Industry Angle: Acer said Taiwan’s PC giants leaned into co-opetition after the MacBook Neo shook the market, coordinating across fragmented hardware ecosystems to deliver budget-friendly AI-ready PCs. Geopolitics Beyond Tech: A Czech trial of a China-linked journalist spotlights ongoing national security scrutiny tied to Taiwan-related political outreach.