Typhoon Dolphin Disruptions: The storm hit Japan’s Okinawa and nearby areas, injuring six and cutting power to tens of thousands of buildings, while China shut ports and halted ferries ahead of expected landfall—prompting flight cancellations across Japan, Taiwan and Hong Kong. Taiwan Strait Tensions: China issued a typhoon-related traffic control order for the southern Taiwan Strait, which Taiwan rejected as an overreach into international waters; Taiwan’s coast guard said it saw no unusual Chinese ship activity. TSMC Acceleration: Taiwan Semiconductor is pushing 3nm output ahead of plan, with 1.4nm factory progress also beating schedule, as AI chip demand keeps tightening capacity. AI Memory Capex: SK hynix formally committed about $38 billion to new DRAM and NAND fabs in South Korea through the 2030s, underscoring how US AI infrastructure still depends on overseas HBM supply. Exports Outlook: Taiwan’s Ministry of Finance expects 2026 exports to top US$850 billion, citing July’s 32.9% growth and continued AI-driven demand. US Polysilicon Tariffs: Taiwan says new US polysilicon tariffs should have limited impact because Taiwan’s rate is capped and firms can seek exemptions. Defense Drills: Taiwan’s Han Kuang live-fire exercise continues with coastal strike and counter-landing drills as China’s threat posture remains in focus. Humanoid Robotics Supply Chain: Solomon Technology is expanding AI 3D vision modules for humanoid robots, drones and industrial inspection, aiming to tackle the “machine perception” bottleneck.