Taiwan Strait Monitor
Taiwan Strait Monitor
Track exercises, incursions, and policy signals in the Taiwan Strait — and how they connect to fabs, ports, and global chip flows. Full archive and alerts on paid plans.
Related events
- semiconductortaiwanlow impact4 Aug
X reports TSMC to reach a new milestone with its 2nm process by end of 2026
TSMC is reportedly approaching a milestone with its 2nm process, aiming for 100,000 monthly wafers by the end of 2026. The shift is driven by AI customers seeking enhanced performance and reduced power consumption. This demand may accelerate manufacturing efforts at TSMC.
Confidence: 40/100 - maritime incidentsouth china sealow impact4 Aug
X reports Chinese Warships, Bombers Surge to Scarborough Shoal for Drills — not independently verified
Chinese warships and bombers conducted drills at Scarborough Shoal. The exercises aim to assert China's territorial claims in the area. The drills have been characterized by China as a means to safeguard its sovereignty and maritime rights — not independently verified.
Confidence: 48/100 - airspacetaiwan straitmedium impact4 Aug
PLA drones enter Taiwan ADIZ southwest sector
Taiwan MND tracked 4 PLA UAVs entering the southwest air defense identification zone during overnight patrol.
Confidence: 75/100 - semiconductortaiwanhigh impact3 Aug
TSMC Fab 18 resumes full production after brief power dip
TSMC reported a 90-minute voltage fluctuation at Fab 18 in Tainan; no wafer scrappage confirmed; production normalized within 4 hours.
Confidence: 85/100