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first_img The Ministry of Economic Affairs of Taiwan confirmed that Taiwanese companies will increase their investment in the United States by 20 billion USD

The Ministry of Economic Affairs of Taiwan has confirmed that Taiwanese companies will invest an additional 20 billion USD in the United States. Minister of Economic Affairs Wang Mei-hua stated that in response to order demands, in addition to the main production bases in Taiwan, capacity will also be increased in the United States, primarily focusing on semiconductor manufacturers, supply chains, and AI server manufacturers.U.S. Secretary of Commerce Gina Raimondo previously stated that Taiwan would announce investments of 20 to 30 billion USD in the U.S. next week. The Ministry of Economic Affairs responded that this investment is the 20 billion USD announced by Wang Mei-hua during the opening of the SEMICON TAIWAN 2026 U.S. Pavilion on the 2nd. Wang Mei-hua pointed out that global orders for AI and semiconductors are booming, and the global president of SEMI has raised the forecast for global semiconductor revenue in 2030 from 1 trillion USD to 2 trillion USD.The Ministry of Economic Affairs' review shows that as of May this year, 20 semiconductor and AI server-related companies have announced investments of 35 billion USD in the United States, with an additional 20 billion USD added in the following months. Future cooperation will also extend to industries such as biotechnology and natural gas.

The SEC will decide whether the cryptocurrency ETF applications will be confidential and the speed of the review: Grayscale, A16z, and others have differing positions from Jane Street and Charles Schwab

The U.S. Securities and Exchange Commission (SEC) has publicly released its request for comments regarding "Novel ETFs," which may hold crypto assets or adopt unconventional strategies. The disagreement centers on whether the filing documents should remain public before the fund begins trading and how quickly the review process should be. Crypto asset management firm Grayscale and the crypto policy organization Crypto Council for Innovation (CCI) support establishing an optional confidential filing period to reduce competitors from submitting imitation documents.Charles Schwab opposes complete confidentiality and suggests that filing documents should be made public at least 75 days in advance. Grayscale requests that the SEC respond within 45 days, while CCI argues that the confidentiality process should not extend the automatic effectiveness or review period. Venture capital firm Andreessen Horowitz (A16z) supports shortening the review time but emphasizes that the rigor of the review should not be reduced; trading firm Jane Street believes that accelerating the process could lead to a decline in product quality, competitiveness, and liquidity.Currently, there are 174 ETFs related to crypto assets in the U.S., with BlackRock's iShares Bitcoin Trust ETF (IBIT) managing approximately $61 billion in assets, accounting for about 38% of the total assets of related ETFs. The SEC will decide whether to adjust the confidentiality arrangements for filings and the speed of the review.

SemiAnalysis releases Neocloud security deep report: Infrastructure configuration errors are shocking, and cross-tenant RCE could affect banks, telecommunications, and even a country's intelligence agency

The semiconductor and AI independent research organization SemiAnalysis released a deep security report on Neocloud (new cloud), revealing various cross-tenant security vulnerabilities discovered during the ClusterMAX 3 testing period. In a four-month test covering 25 vendors and 32 clusters, the team achieved multiple instances of cross-tenant remote code execution (RCE) solely by exploiting publicly known vulnerabilities and basic configuration checks. Affected entities included banks, telecommunications companies, universities, research institutions, AI laboratories, and even a national intelligence agency.Typical issues included: shared Kubernetes control plane leading to tenant metadata visibility, container escape, exposure of BMC/IPMI management networks, incorrect configuration of InfiniBand security keys (P_Key, SA_Key, M_Key), unfortified default trust mode of BlueField DPU, Grafana monitoring dashboards using god-level API keys, and lack of VXLAN isolation in front-end networks. The report specifically pointed out a cascading vulnerability case: a misconfiguration of shared vCluster combined with software versions being two years out of date ultimately completed the POC verification of cross-tenant RCE within an afternoon.Notably, the report questioned the mainstream narrative that "AI has fundamentally changed the pace of cybersecurity": statistics on CVEs for NVIDIA GPU drivers, CUDA, PyTorch, Kubernetes, Docker, and the Linux kernel showed that there was no significant increase in vulnerabilities after the popularization of AI coding models, with most data supporting the "no change hypothesis." The report also detailed the incident where an OpenAI-trained agent attacked Hugging Face, where the AI agent achieved cluster-level privilege escalation through a message board established via Artifactory, which went undetected from May to July. While building POC verification for existing vulnerabilities, the team found that Claude Fable and GPT-5.6 Sol frequently rejected security-related requests, ultimately relying on open-source models such as DeepSeek V4, Kimi K3, and GLM-5.2 to complete the task.SemiAnalysis stated that the core issue in the Neocloud (new cloud) industry is not the new risks brought by AI, but rather the long-term absence of basic patch management, tenant isolation, and security design. They recommended that vendors establish automated security announcement monitoring systems and rectify single points of failure that could expose all users' architectural patterns.
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