F-16 Deliveries: Taiwan’s first two ordered F-16 Block 70 jets have left Hawaii and are set to arrive at Chihhang Air Base in Taitung on Oct. 2, kicking off long-delayed deliveries of 66 new fighters. Semiconductor Expansion: TSMC is reportedly weighing a second major U.S. chip campus in Texas near Dallas, on top of its $265B Arizona plan, as AI demand keeps stretching capacity. AI Chip Boom: Micron posted record results, with tight memory supply expected to persist through 2027-28, lifting Asian tech stocks including Taiwan’s benchmark. Manufacturing Pulse: Taiwan’s manufacturing PMI rose to 63.4 in September, the fastest pace in five years, driven by strong AI-related electronics demand even as momentum cools. Energy & Data Centers: A new study projects AI data centers could consume about 1% of global electricity by 2030, intensifying pressure on power grids. Defense Tech & Drones: A Taiwan drone maker, JC Technology, is seeking overseas sales for a drone-based air-defense system designed to reduce reliance on costly missiles. Cross-Strait Security: China’s military education push and tighter online information controls aim to shape public attitudes toward Taiwan and the U.S. Maritime Tensions: The Philippines says a Chinese survey ship loitered near subsea cable routes between the Philippines and Taiwan, raising concerns about undersea communications security.