Typhoon Bavi Disrupts Taiwan: Typhoon Bavi battered Japan’s southwestern islands and pushed toward Taiwan and China, triggering mass evacuations in Taiwan (over 14,000 people fled homes, with power outages affecting hundreds of thousands of households) and widespread travel disruption, including hundreds of flight cancellations and suspended high-speed rail services. Semiconductor Supply Chain Watch: TSMC postponed its June 2026 monthly sales data release after Taiwan’s typhoon shutdown, pushing the update to July 13 and compressing the market’s window ahead of its Q2 earnings on July 16—another reminder that major AI numbers can swing on local weather. Memory Boom Investment: GlobalWafers said it reached a long-term collaboration with Micron, including US$500 million strategic financing and a 10-year supply framework for advanced silicon wafers to support AI-driven memory demand. Taiwan-Linked Trade Signal: A U.S. Commerce report said the U.S. trade deficit widened to $77.6B in May as AI component imports rose, with Taiwan emerging as a top import source. Food Safety Case: Central Union Oil’s general manager was released on NT$20 million bail as prosecutors pursue the tainted cooking oil investigation, with products ordered recalled and pulled from shelves. Cross-Strait Security: Taiwan’s defense ministry detected Chinese naval and official vessels operating around Taiwan as of early Saturday, while earlier reports also flagged PLA aircraft and multiple ships. Scholarship Link: Taiwan selected 86 Indonesian students for study under two scholarship programs, with an in-person pre-departure orientation in Jakarta.