Defence Manufacturing Push: India’s Defence Ministry has notified the sixth Positive Indigenisation List covering 405 items worth ₹3,070 crore, spanning defence electronics like radars/sonars/fire-control and components for platforms from helicopters to Su-30MKI and tanks, with indigenisation timelines and procurement from Indian industry. Semiconductor & Display Capacity: Samsung Display will resume and expand its Asan campus with the A7 plant to support rising foldable and micro OLED demand, while Korea’s chip-led market mood is being tested by macro jitters as KOSPI swings on US Treasury yield concerns. AI Hardware Partnerships: Nvidia’s senior leadership visited LG Electronics’ robotics hub as the firms scale physical AI and humanoid robot plans, and BrainChip and Neuromorphyx announced an AKD1500-based embedded developer board for neuromorphic AI design. China Tech Policy: China is accelerating removal of a customised Windows 10 for state-linked entities, and Microsoft Windows is being phased out ahead of schedule. Smart Devices & Security: Himax WiseEye palm-vein biometrics is integrated into WAFERLOCK’s L322 smart lock, adding contactless access options. India Electronics Incentives: Odisha raised its semicon capital subsidy to 35% after Centre trimmed Semicon 2.0 support. Energy Storage Localisation: India’s BESS localisation targets focus on containerisation, PCS, BMS, and thermal/fire-safety systems, with C&I demand seen as the margin driver. Space Tech: NASA’s Dragonfly mission cleared key structural testing and is moving toward full spacecraft integration for a 2028 Titan launch.