Taiwan is putting $30 billion into the United States while moving to restart a nuclear plant, a mix that favors U.S. manufacturing and Taiwan's power supply but adds to the island's economic dependence on Washington.

• Taiwan will raise its U.S. investment by $30 billion, announced by U.S. Commerce Secretary Howard Lutnick, and it led both the general and business papers.
• Regulators are set to approve restarting Nuclear Plant No. 3, with power flowing again around 2028.
• Taiwan's top tech firms struck an upbeat tone on AI demand at the SEMICON Taiwan forum, a good sign for chip orders.
• Politics is heating up in Taipei, where Tsai Ing-wen backed Puma Shen as he registered to run for mayor.
• Stocks opened higher and the U.S. dollar slipped against the Taiwan dollar; drone exports are surging but steady foreign buyers are still hard to find.

Outlook: Expect more detail on how the $30 billion is spent and on the nuclear restart timetable, with chip demand the main driver of Taiwan's market in the near term.