Daily Impact Brief — 2026-08-04: Japan tests Tomahawk; TSMC grid jolt; Hormuz shipping drops

Today's developments reinforce persistent Indo-Pacific risks for supply chain managers: a modest grid disruption at TSMC underscores Taiwan's fab vulnerabilities, Japan's Tomahawk missile test with the US signals greater alliance integration, and reported traffic drops in the Strait of Hormuz (amid new threats) hint at mounting global chokepoint hazards. While commercial disruption in Taiwan and t