Apple Supply Chain & Share Push: Apple is reportedly targeting 80M iPhones for its H2 2026 ramp (including 10M folding models), with component reservations for iPhone 18 premium lines as memory/electronics shortages pressure Chinese rivals like Xiaomi, Oppo and Vivo. India Electronics Manufacturing: Tata Electronics has overtaken Foxconn on iPhone export assembly share under India’s PLI scheme, highlighting a shift toward local export-led production. AI Chips & Foundry Competition: Anthropic is in early talks with Samsung to build custom AI chips using Samsung’s advanced 2nm process and packaging, while Samsung and SK hynix continue expanding AI-related capacity. Market Pulse (Korea/India): Korea’s KRX briefly paused buy-side trading via a sidecar after a KOSPI 200 futures jump, as investors chased semiconductor rebound; India’s Sensex/Nifty surged on IT-led strength and softer US jobs data. Cyber/Policy Watch (Messaging): India ordered Meta to pause WhatsApp username rollout and also questioned Telegram and Signal over impersonation and fraud risks. Cooling & Power Demand: Heatwaves are driving frantic demand for portable cooling in France, while research funding backs indigenous EV/AI data-centre cooling tech in India.