Semiconductor Supply Chain & Investment: TSMC’s latest push keeps the AI hardware race moving, with plans to ramp advanced nodes and expand U.S. capacity (including another $100B Arizona commitment) even as markets worry about how durable demand will be. AI Industry Signals: Moonshot AI released Kimi K3, pitching it as a top-tier open model and scheduling public weight releases ahead of WAIC, adding fuel to the China-vs-U.S. AI momentum story. Cybersecurity: Symantec says a China-linked Daxin rootkit and a new Stupig backdoor were found still running on a Taiwan firm’s network, with activity traced back to 2013—an alarming long dwell time. Health & Screening: NTUH research supports adding a one-time Helicobacter pylori stool test to Taiwan’s colorectal screening program, aiming to cut gastric cancer deaths while improving cost-effectiveness. Food Safety Governance: Taiwan’s Executive Yuan is set to advance amendments to the Food Safety Act after the Central Union Oil scandal, tightening inspections, lab oversight, and reporting. Telecom Resilience: Lawmakers are moving to amend telecom rules to allow Starlink to operate in Taiwan via a case-by-case review. Agriculture & Biosecurity: Kinmen detected African swine fever in a pig carcass, triggering highest-level border prevention steps. Vocational Education Reform: A Taiwan education foundation urges rebuilding vocational education from the ground up, with clearer tiers and stronger industry links. Energy & Grid Buildout: Smart-grid investment themes continue to attract attention as AI power demand grows, with “smart grid” infrastructure funds highlighting equipment and installation players.