TSMC Outlook & Pricing: TSMC CEO C.C. Wei told shareholders the AI boom will keep driving demand for advanced chips for years, but said it won’t “suddenly” raise prices like memory makers do, aiming instead for long-term sustainable operations even as supply capacity remains tight. AI Supply-Chain Bottlenecks: Taiwan-based AI supply-chain firms at a TWSE briefing warned the next constraints are spreading beyond chips to areas like semiconductor materials analysis, with executives flagging rising R&D needs and lab capacity as processes move deeper into the angstrom era. Foxconn-Intel AI Infrastructure: Foxconn will team with Intel to build next-gen AI data-center and intelligent-computing platforms, targeting Xeon-based server racks, high-speed interconnects, cooling designs, and energy efficiency, with expansion beyond traditional data centers into factories, smart cities and robots. Forced-Labor Tariffs Pressure Taiwan: The U.S. proposed new Section 301 tariffs on imports from 60 partners over forced-labor concerns, including Taiwan, while Taiwan’s Executive Yuan said it will set up an interministerial review mechanism to restrict forced-labor-linked imports. Drone Industry Push: Taiwan’s MIT drone alliance is showcasing made-in-Taiwan UAS in Japan, and ITRI became a recognized Green UAS evaluation body under a U.S. certification program, aiming to help local firms win global market access. Geopolitics & Maritime: Taiwan said it is in close contact with Japan and the Philippines as they plan EEZ talks intended to counter China, while China also imposed a travel ban on four New Zealand MPs after their Taiwan visit.