Semiconductor & AI Infrastructure: Nvidia-linked South Korea remains the center of gravity as SK hynix and Samsung push next-gen HBM4 supply for the “AI factory” buildout, even while markets swing on AI stock sell-offs. Chipmaking in India: Infineon plans to expand in India with new packaging and power-chip work via partners CDIL and Kaynes, alongside a workforce ramp to 4,500 by 2029. GaN RF Progress: Atomera says its MST oxygen-modified silicon layer cuts parasitic channel losses by 10x for GaN-on-silicon, aiming at lower-cost high-frequency RF devices. Automotive Sensing: Melexis replaces microswitches with a programmable magnetic position-sensing approach for safety-critical body electronics. Retail Display Tech: Samsung Color E-Paper is being used by Korea’s PLEATSMAMA to cut paper POP materials while keeping brand storytelling in-store. Energy Storage: EVE Energy secured 67GWh+ in SNEC deals, highlighting large-format battery systems with long cycle life and containerized integration. E-waste & Circularity: Multiple local recycling efforts and electronics disposal drives continue, including relocation and new event announcements. Consumer Electronics & Payments: Airlink launches Hisense in Pakistan with TVs and air conditioners, while Global IME Bank and Bhat-Bhateni roll out 0% installment credit for electronics purchases. Policy Watch: Russia proposes delaying technological fees for electronic device makers/importers to Dec 1, 2026. IPO Spotlight: India’s Zepto updates plans for an up-to-$837M IPO as it expands dark stores and technology spend.