Taiwan Consumer Sentiment: Taiwan’s consumer confidence slipped in July, with all six sub-indexes down, led by a sharp fall in stock investment prospects—anxiety tied to AI-led gains that still feel concentrated in tech and not broadly shared. Memory Chip Boom: China’s CXMT surged on its Shanghai debut, vaulting to the top of the mainland valuation table as AI-driven memory demand keeps squeezing supply and fueling investor appetite. AI Spending Watch: NVIDIA is reportedly lining up as much as $750B in investments, sparking debate over whether the spending is a true AI buildout or customer-financing—shares reacted sharply. AI Security Push: Major tech firms launched an Open Secure AI Alliance after a rogue-bot incident tied to open-weight model misuse, aiming to share safer tools for defenders. US Tariff Shock Ripple: U.S. forced-labor Section 301 tariffs on 60 economies (including Taiwan at 10%) are prompting exporters to tighten labor and supply-chain documentation as buyers intensify scrutiny. Semiconductor Market Mood: Semiconductor stock charts are flashing more downside risk as investors reassess whether AI demand can keep justifying lofty valuations. Food Safety Clampdown: TFDA ordered Aconpure to suspend production and sales of camellia oil batches after additional failures in carcinogen (BaP) tests. Cross-Strait Maritime Tensions: Taiwan said it has raised concerns with Beijing over Chinese operations east of Taiwan via third countries and private channels. Business Outlook Indicator: Taiwan’s main economic monitoring indicator stayed “red” for a seventh straight month, reflecting steady growth powered by AI demand.