Semiconductor & AI Demand: TSMC is booking capacity it can’t build fast enough, and one market call argues the stock could run toward $600 as AI-driven orders strain supply. Energy Policy: Taiwan’s Nuclear Safety Commission has cleared a preliminary plan to restart the idled Ma-anshan nuclear plant, with the earliest possible restart targeted for 2028. Transport & Consumer Flow: THSR set a record 348,000 riders on Thursday ahead of the Mid-Autumn long weekend, with overcrowding spilling into higher-class cars and prompting fare-difference enforcement. Cross-strait Risk: Taiwan’s Mainland Affairs Council says four more Taiwanese were missing, detained, or restricted in China, bringing the total to 449 since Jan. 1, 2024, and flags added travel risks under new entry/exit rules. Tourism Safety: Taiwan’s Tourism Administration issued new diving guidelines covering snorkeling, scuba and freediving, including qualification requirements and clearer safety responsibilities for operators. US-China-Taiwan Diplomacy: A KMT lawmaker said the “anti-China card” has lost impact after the Trump-Xi meetings, while Taiwan’s defense needs and arms-sale timing remain in the spotlight.