US-Taiwan Trade Momentum: AmCham’s Doorknock trip says Washington backs Taiwan, but wants “tangible deliverables” after the ART deal, pushing for more investment, stronger semiconductor/AI ecosystems, energy security and an end to double taxation. Taiwan-US Security & Deterrence: Taiwan reported PLA aircraft and PLAN vessels operating around the island, underscoring ongoing cross-strait pressure as drills and cyber threats remain in focus. Semiconductor Tech Push: Taiwan researchers and TSMC-backed work highlight a 0.42-nanometer interface breakthrough aimed at moving transistors beyond silicon—another sign of the R&D race behind AI demand. AI & Cyber Risk: Taiwan says AI-assisted autonomous attacks targeted government systems, adding urgency for banks and public services to harden defenses. Regional Connectivity: Australia says all Pacific Islands Forum members are now connected to global undersea cable networks, with Taiwan included in delivery partnerships—boosting trade and digital access. Supply Chain Recognition: Dimerco chairwoman Catherine Chien won a 2026 Women in Supply Chain Trailblazer award, spotlighting leadership in logistics networks. Market Watch: Singapore’s non-oil exports rose 24.2% in July on strong AI-related electronics demand, though forecasts were missed. Policy Shock for Drones: Trump’s new drone tariffs could reshape Taiwan’s drone exports and push buyers toward “non-red” supply chains.