US Tariff Shock for Taiwan: The U.S. Trade Representative has proposed new Section 301 duties on imports from 60 economies over alleged forced-labor failures, with Taiwan included in the 10% bracket alongside the UK, EU, Canada and Mexico, while others face 12.5%; the plan is open for public comment before any final decision. Taiwan Market Hits New High: Taiwan shares closed at a fresh record as a U.S. tech rally lifted chip sentiment, with TSMC leading and ASE and other AI-linked names also gaining. Computex AI Infrastructure Push: Nvidia CEO Jensen Huang used Computex Taipei to spotlight “agentic AI” and connectivity as the backbone of the next buildout, while Astera Labs showcased a 320-lane PCIe 6.0 fabric switch aimed at scaling multi-GPU clusters. Forced-Labor Compliance Spotlight: Taiwan’s inclusion follows USTR findings tied to commitments under its Reciprocal Trade agreement, raising near-term compliance and supply-chain scrutiny for exporters. ASE Pay Leader: TWSE data showed ASE Technology paid the highest average employee compensation in 2025, underscoring how Taiwan’s AI supply-chain boom is translating into higher labor costs. Energy Transition Watch: Taiwan’s environment minister estimated 2025 emissions about 9% below 2005 levels, narrowly missing the 10% target, as the government weighs how growth affects decarbonization. Maritime Rights Tension: Taiwan urged Japan and the Philippines to consult it over maritime boundary talks, while Japan stressed any deal would not bind third parties like Taiwan.