AI Infrastructure Deals: Nvidia struck multi-year agreements in South Korea with SK Hynix, SK Telecom, Naver and Doosan to secure advanced memory and build a gigawatt-scale AI cloud, with an “AI factory” targeted for 2027—another sign the AI boom is turning into real data-centre spend. Semiconductor Market Shock: South Korea’s KOSPI suffered its worst day of the year as a global chip rout hit tech heavyweights; trading was briefly halted by circuit breakers as foreign selling intensified. Taiwan Tech Selloff: Taiwan’s Taiex plunged more than 2,600 points, with TSMC posting a record intraday drop, as investors cooled on AI valuations amid higher-rate fears. Industrial Robots & Automation: A new analysis says AI is reshaping industrial and collaborative robots, boosting demand both from AI supply-chain manufacturing and from smarter robot software. Circular Electronics: Three buyback players—Tenma International, ecoATM and Recommerce—are highlighted for scaling refurbishment and resale to tackle rising e-waste. Components Distribution: Mouser won NXP’s Top Customer Count Asia 2025 award, pointing to continued edge-AI and industrial design wins across the region.