AI Chip Supply Chain: TSMC shares hit intraday all-time highs after Elon Musk confirmed early talks with Taiwan Semiconductor about joining his Texas “Terafab” AI-chip venture, adding pressure on Intel as it tries to keep its foundry role. Robotics in Production: NVIDIA and Foxconn disclosed first quantified yield results for GB300 NVL72 assembly robots, reporting 95%+ success on busbar installation and 90–95% on multi-connector insertion in live production. Foxconn’s AI Surge: Foxconn posted record September revenue, topping NT$1 trillion (US$36B), with Q3 revenue up 47% as AI server demand keeps driving growth. Defense & Airpower: Taiwan received its first two newly built F-16V Block 70 fighters at Chihhang Air Base, boosting radar, avionics, and Link 16 for cross-strait air defense. Cybersecurity: Researchers warned of stealthy Linux backdoors targeting telecoms and network-edge devices, disguising activity as email traffic. Taiwan–U.S. Climate Finance: STUF hosted a New York Climate Week forum to scale Taiwan–U.S. net-zero partnerships via green finance and circular economy. Geopolitics at Sea: Chinese state-linked vessels conducted survey grids over Guam and Japan cable corridors, underscoring pressure on undersea infrastructure.