AI Chip Diplomacy: Reuters contrasts AMD CEO Lisa Su’s low-key China visit with Nvidia’s high-profile push, as export curbs push China toward self-reliance and AMD’s broader chip portfolio gives it more routes than Nvidia. Taiwan Macro & Rates: Taiwan’s central bank says it will take “timely” steps to protect financial stability amid tariff uncertainty, weak China growth, and geopolitics, while Taiwan’s 2026 GDP outlook is raised to a 16-year high on AI-driven demand. Computex AI Infrastructure: Ahead of Computex (June 2-5), Nvidia CEO Jensen Huang says Taiwan is the “epicentre” of AI and that Nvidia will spend up to $150B a year in Taiwan; AMD also flags major AI investment, underscoring a shift from chips to powered, cooled, networked AI systems. Foxconn AI Capex: Hon Hai shareholders approve a record cash dividend as the company bets big on AI servers, with capex rising 30% and profits up 19% in Q1. Photonics for Data Centers: Nvidia’s reported $6.5B photonics push aims to replace copper with light to meet AI bandwidth limits, even as the supply chain scales up. Geopolitics & Security: China’s defense minister skips Singapore’s Shangri-La Dialogue as Taiwan and the Iran war loom; separate reporting warns any Taiwan conflict could raise US-China nuclear escalation risks. Nuclear Posture Watch: Reuters reports China building large launch-pad networks near silo fields, suggesting an upgrade to second-strike capability. Smart Health in Geneva: Taiwan showcases AI-assisted diagnosis and precision medicine at WHA-linked events, thanking Palau for support. Markets: Asian stocks climb on hopes for a US-Iran ceasefire extension, while SK Hynix joins the $1T valuation club on AI memory demand.