Indo-Pacific Daily Brief — Aug 03, 2026
Cross-strait air activity elevated; TSMC Fab 18 power event contained; Malacca congestion easing.
Headlines
- Taiwan Strait: PLA sortie activity remains above monthly average; median line crossings continue.
- Semiconductors: TSMC Fab 18 back to full output after brief grid fluctuation.
- Shipping: Malacca transit delays moderating as monsoon conditions improve.
What to watch
US export control enforcement updates and Singapore port throughput for August.