Semiconductor & Trade Controls: Taiwan prosecutors indicted 9 people, including a Nvidia Taiwan manager and Supermicro-linked staff, over an alleged scheme to divert high-end Nvidia B300 AI servers to China, generating more than NT$600 million in illicit proceeds. Chip Supply Chain: Nichias plans to build a PFA tube facility in Hsinchu with local partner Gold Stone, aiming for early-2027 production to ease a key fluoropolymer bottleneck for Taiwan fabs. Market Pulse: Asian stocks leaned higher as Nvidia surged after record results, lifting Taiwan’s Taiex; investors also turned cautious ahead of Fed chair Kevin Warsh’s Jackson Hole speech. Cross-Strait Security & Policy: Taiwan is advancing major drone procurement and military drone buildup amid heightened China pressure, while also running drills that test communications disruption and counter-blockade operations. Energy & Minerals Diplomacy: Taiwan and Australia held energy, minerals, and trade consultations in Taipei, agreeing on a strategic partnership action plan covering hydrogen, natural gas, key minerals, and clean-energy resilience. Corporate Expansion: UPS said it will invest over US$2 billion through 2028, including a healthcare-focused logistics push and a new Clark International Airport hub in the Philippines. Local Business Impact: VIS reported a Taoyuan plant fire caused little disruption, with most production lines running normally after emergency response and cleanup. Healthcare Cooperation: Taiwan’s foreign minister visited Palau National Hospital, pitching smart healthcare and hospital training cooperation with Palau officials and Taiwanese business representatives.