AI Chip & Foundry Momentum: TSMC shares hit intraday all-time highs after Elon Musk confirmed early talks with TSMC about his Texas Terafab chip venture, adding fuel to the AI-driven capex cycle. Foxconn Earnings Surge: Foxconn (Hon Hai) reported record September revenue, topping NT$1 trillion (US$36B), and said Q3 revenue rose 47% year-on-year on strong AI server demand. Taiwan Markets: The Taiex jumped to a fresh record close above 49,700 points as investors cheered Wall Street gains and eased fears of another Fed rate hike. Defense & Regional Risk: The U.S. Marine Corps plans to deploy anti-ship and air-defense systems to Yonaguni for Japan’s Keen Sword drills, underscoring the Taiwan-adjacent security focus. Cross-Strait Security: U.S. authorities arrested a California woman accused of spying for China and targeting Lai Ching-te’s son in Washington. Green Finance & Trade Links: STUF United Fund hosted a New York Climate Week forum on scaling Taiwan–U.S. net-zero partnerships via green finance and circular economy. Business Expansion: Anduril expanded its Tustin logistics footprint with a new lease as it ramps production of drones and other defense systems. Cybersecurity Watch: Rapid7 reported new Linux backdoors targeting telecom and network-edge devices in Taiwan and South Korea, disguised as email traffic. Diplomacy: Eswatini’s new ambassador reiterated support for Taiwan’s meaningful participation in international organizations.