AI Hardware Demand: Foxconn (Hon Hai) reported Q2 revenue up about 40% YoY to T$2.51T, driven by strong AI server “rack” shipments and cloud/network orders, while warning that geopolitics remains “volatile.” Semiconductor Push in India: Gujarat pulled in Rs 1.24 lakh crore for six semiconductor projects under the India Semiconductor Mission, with CG Semi’s Sanand OSAT facility highlighted as a key step toward scaling chip output. Regulatory Crackdown on Social Platforms: India’s MeitY ordered Meta/Instagram to disable ads and content promoting child sexual exploitation and abuse material, demanding a detailed response within seven days and citing alleged algorithmic amplification. Cybersecurity & Supply Chain Risk: Reuters reports a Tata Electronics ransomware breach that leaked iPhone 18 Pro supplier and component files, underscoring how manufacturing partners can become high-impact targets. Trade Policy Watch: The Trump administration’s move to reopen USMCA could reshape costs for Michigan consumers by adding uncertainty to North American auto and appliance supply chains. E-waste Enforcement: Philippines agencies inspected nine e-waste recyclers in Subic Bay Freeport after claims that US-linked electronic waste containers entered the country.