Semiconductor & AI Partnership: India and the US are moving from talks to projects, accelerating collaboration in semiconductors, AI, quantum tech and critical minerals to build “trusted” supply chains. Memory Chip Crunch Hits Consumer Tech: Apple is reportedly lobbying the Trump administration to get approval to buy memory chips from China’s CXMT after price hikes blamed on a worsening memory shortage. Market Pulse (Micron): Micron’s AI-driven memory surge pushed its valuation briefly above Meta and Tesla, with revenue quadrupling to about $41B as Wall Street bets the memory bottleneck will last. Cybersecurity: India’s CERT-In warns WhatsApp Web and desktop users about a large-scale malware campaign using compromised accounts to send malicious attachments. Industrial Materials: China started operating three high-performance carbon fiber production lines, boosting supply of general-purpose, high-strength and high-modulus grades for advanced manufacturing and electronics. Manufacturing Push (India): Uttar Pradesh and Jewar projects aim to expand electronics and advanced PCB production, targeting major import substitution. E-waste Enforcement: The Philippines’ customs plans a coordination meeting over alleged US e-waste shipments to Subic Bay as the case moves through legal review. Labor Watch: Samsung Biologics unionized workers voted to leave a group-wide labor coalition, setting up new negotiations with management. Retail Demand Signal: Prime Day generated $26.4B in US sales, with electronics and other discretionary categories still pulling despite tight budgets.