US-China Diplomacy: Xi Jinping’s Washington visit ended with a two-month extension of the trade truce to January and a new special channel to rapidly communicate about major AI-related risks, but major disputes on AI, Taiwan, and Iran were left unresolved. Taiwan in the Spotlight: Multiple reports say Xi pressed Trump to oppose Taiwan independence, while Taiwan officials pushed back; Taiwan also remains a key sticking point in US arms-delivery politics. Semiconductor Stakes for Taiwan: Analysts and market coverage highlighted that the Taiwan-centered chip supply chain is still central to the US-China tech race, even as some investors read the summit as offering no fresh chip policy signals. Cross-Strait Business Risk: Local commentary from Taiwan residents framed uncertainty around whether US protection would hold if major-power bargaining shifts. Regional Business Angle: India’s NSE CEO Ashish Chauhan said foreign portfolio investors are cycling out of Indian equities due to an AI-led rally in the US and Asia, including Taiwan, with money expected to return when the cycle cools. Soft Power Note: Xi revived “panda diplomacy,” announcing two pandas for Zoo Atlanta.