Typhoon Dolphin Disruptions: Okinawa took the hit first, with six injuries and power cut to 50,000+ buildings; Japan canceled flights and China shut ports and halted ferries as the storm heads toward the east coast. Cross-Strait Shipping Tension: China issued a typhoon-linked traffic control order for the Taiwan Strait; Taiwan rejected it as an overreach into international waters, while the Coast Guard said it saw no forced compliance. TSMC Manufacturing Acceleration: TSMC is pushing 3nm output ahead of plan, with 1.4nm construction also running early—an industrial signal that AI demand is still pulling capacity forward. AI Memory Investment Shock: SK hynix approved $38B for new DRAM and NAND fabs in South Korea, deepening the US’s dependence on overseas HBM supply. Defense-Industry Demand: The US Army added $536M to keep producing the long-running TOW anti-tank missile, underscoring sustained procurement for legacy systems. Humanoid Robotics Perception: Solomon Technology is expanding AI 3D vision for humanoid robots and drones, aiming to clear the “machine perception” bottleneck for real-world deployment. Energy & Inflation Watch: Taiwan’s CPC kept retail gasoline and diesel prices unchanged next week, citing a crude-price dip but still projecting losses under the price-stabilization mechanism. Exports Outlook: Taiwan’s MOF expects 2026 exports to top $850B, with July outbound sales up 32.9% year-on-year on continued AI-chip momentum.