AI Hardware & Supply Chain: Nvidia’s Computex push put Taiwan at the center of the AI buildout, with the company’s reported $150B annual Taiwan spend and the RTX Spark message that AI is moving onto PCs and running locally. Semiconductor Markets: Marvell surged after Jensen Huang’s “next trillion-dollar” call, then slid as broader AI-chip sentiment cooled—another reminder that valuation swings can hit even strong fundamentals. Memory Bottlenecks: Nvidia confirmed all three HBM4 suppliers (Samsung, SK hynix, Micron) are in production for Vera Rubin, while TSMC warned the AI chip shortage will persist for years and that pricing will rise in measured steps. Local Tech & Industry Events: COMPUTEX 2026 wrapped with “AI Together,” spotlighting Taiwan’s role in real-world AI deployment across servers, edge, robotics, and smart mobility. Finance & Policy: President Lai said Taiwan wants to reshape its capital market into an “Asian Nasdaq” for global startups, while Taiwan’s forex reserves and foreign investor holdings hit new highs. Defense & Security: The U.S. House Armed Services Committee advanced a Taiwan defense bill with up to $1B for self-defense, as Taiwan reported coordinated Chinese coast guard and survey activity near the Pratas Islands. Health Tech: Bio Preventive Medicine and Precision Diabetes highlighted DNlite™ for earlier renal risk stratification in diabetic kidney disease at the ADA CREDENCE trial. Misinformation Watch: A new CMAJ practice paper says acetaminophen (Tylenol) use in pregnancy is reassuring when used as directed, pushing back on faster-spreading misinformation.