Taiwan's news is split between political fallout from flood recovery and a boost for its tech exporters, with the Nvidia news clearly good for local suppliers.

• President Lai says flood control money for central and southern Taiwan has been handed out unfairly, and is defending his premier over disaster-area visits.
• A retired major who spied for China, with two sons serving in the military, got 16 years in a retrial.
• Mass production has started on Nvidia's most powerful AI servers, a lift for Hon Hai and Taiwan's supply chain.
• Traders are betting on big swings up and down in Nvidia shares.
• Taiwan is pushing into drones and signed a deal to help build smart medicine in Ukraine, though the vice president warns opposition drone bills lack funding and oversight.

Outlook: Expect the flood-money argument to stay political while Taiwan's chipmakers ride the AI server ramp.