TSMC Performance: TSMC reported record May revenue of NT$416.98 billion (US$13.25 billion), up 30.1% year-on-year, with AI-driven demand keeping the company on track for another quarterly record. AI Infrastructure Deals: Taiwan-listed BizLink agreed to buy Blackstone-backed Interplex Datacom for US$850 million (up to US$900 million with earnout), aiming to expand data-center “rack” components and become a one-stop AI infrastructure supplier. Semiconductor Capacity Expansion: Applied Materials will invest US$500 million to expand its Singapore manufacturing and R&D campus in Tampines to meet AI chip demand. Telecom Next-Gen Networks: NTT launched a roughly US$500 million “IOWN AI Fund” with partners including Taiwan’s Chunghwa Telecom and SK Telecom to scale next-generation optical networking for AI data centers. Cross-Strait Economic Tension: A mainland spokesperson slammed Taiwan’s DPP for “decoupling,” arguing it harms Taiwan’s broader economy even as AI grows. Local Business Linkages: Taichung Mayor Lu Shiow-yen signed an MOU with Germany’s Görlitz to boost cooperation in energy, technology, education and disaster prevention, positioning the city as a bridge for Taiwanese supply chains into Central Europe. Market Mood: Asian markets extended a tech-led sell-off amid rate-hike worries and Middle East uncertainty, with investors watching inflation data closely. Fisheries Pressure: Greenpeace Taiwan said smaller fish are taking a larger share of catches, warning overfishing could worsen within a generation. Corporate/Capital Markets: KBRA’s Global ABS 2026 conference in Barcelona drew record attendance and highlighted securitisation’s regulatory and product focus across Europe.