US-China Trade & AI Standoff: Trump and Xi wrapped up a high-profile summit with limited wins—tariff cuts for $60B of non-sensitive goods and an AI dialogue, while bigger issues like Taiwan and a stalled $14B arms package stayed unresolved. Taiwan Security Watch: US envoy David Perdue said Trump asked Xi if China wanted to buy US weapons, underscoring how Taiwan’s defense support remains politically sensitive even as Washington insists policy is unchanged. Semiconductor Signals: Markets reacted to oil and AI jitters; Nvidia jumped after a record $150B buyback, while Taiwan’s TSMC slipped as investors weighed chip demand and broader rate fears. 6G Before Standards: Taiwan’s Chunghwa Telecom and Far EasTone committed to a multi-orbit satellite integration plan for 6G ahead of global specs, aiming to lock in architecture for AI-native networks. Healthcare Breakthrough: NTHU and partners completed compassionate-use BNCT for five recurrent triple-negative breast cancer patients, reporting major tumor reduction with limited harm. Cross-border Pharma Trade: The US granted tariff relief (0% ad valorem) for certain specialty drugs from Taiwan and others ahead of a broader 100% pharma levy. Regional Business Push: A Taiwanese firm plans a $1B manufacturing plant in the Philippines’ New Clark City, targeting tech product exports.