AI Chip Market Whiplash: Marvell surged after Nvidia CEO Jensen Huang called it the “next trillion-dollar company,” but the stock then slid as Broadcom’s earnings triggered a broader AI-chip selloff, underscoring how stretched valuations can flip fast. Nvidia’s PC Push: Nvidia unveiled RTX Spark at Computex Taipei, signaling a push into the PC silicon layer with AI-focused “agentic” capabilities—potentially reshaping competition with Intel and AMD. Taiwan as AI Supply-Chain Hub: Nvidia said it now spends about $150 billion annually in Taiwan, reinforcing the island’s central role in advanced chipmaking and AI infrastructure. Capital Markets Upgrade: President Lai Ching-te said Taiwan wants to reshape its capital market into an “Asian Nasdaq” by easing trading rules to help global startups raise funds. FX Flows: Taiwan’s forex reserves rose to $605.07B at end-May, while foreign investors’ holdings hit a record near $1.9T. Energy Security Debate: Experts urged Taiwan to decentralize and harden its power system, drawing lessons from Ukraine’s energy attacks. Oil Price Relief: CPC will keep domestic gasoline and diesel prices unchanged next week to cushion higher crude amid rising inflation. Geopolitics at Sea and in the Air: Taiwan reported heightened PLA activity and increased Chinese maritime patrols near the Pratas Islands, keeping regional risk front and center.