Taiwan-US Tech Logistics: Dimerco says AI-driven electronics and semiconductor volumes are keeping Taiwan–US air cargo capacity tight and pushing rates up, with congestion and longer lead times still affecting regional lanes. Semiconductor Supply Chain & Markets: TSMC shares lifted Taiwan stocks sharply as ADR gains fed AI optimism; the Taiex closed near 47,019 with semiconductors leading. AI Hardware & Security: Taiwan authorities expanded a probe into Super Micro over alleged Nvidia AI chip smuggling to China, while separate reporting highlights Mustang Panda abusing Zoho WorkDrive for command-and-control and data theft in India. Cross-Strait & Legal Risk: A Taiwanese legal scholar warns China’s new “ethnic unity” law could create broad, long-arm legal exposure for Taiwanese people and businesses. Environment & Energy Infrastructure: Groups accuse Port of Taichung projects of sidestepping environmental reviews, warning LNG expansion could endanger critically endangered humpback dolphins. Global Tech Policy: EU rolls out new steel and e-commerce rules aimed at reducing trade imbalance with China. Semiconductor Materials: A market report projects chemical mechanical planarization growth to $15.72B by 2035, tied to advanced nodes and AI/3D NAND packaging needs. Regional Tech Diplomacy: Japan and India move toward economic security cooperation focused on semiconductors and critical minerals amid rare-earth export pressure.