Semiconductor Expansion: Infineon opened its €5B Smart Power Fab in Dresden, doubling capacity for intelligent power semiconductors and analog/mixed-signal tech to support AI data centers, EVs and clean energy. Robotics Supply Chain: SKF and Leaderdrive will form a China-based JV to develop and supply high-precision transmission components for robotic joints, targeting humanoid-robot industrial mass production by end-2026. EV Platform Push: Tata Motors will build its first premium Avinya EV using a globally developed platform with Indian design and manufacturing integration, drawing on CJLR architecture. Industrial Policy for Quality Exports: India’s Piyush Goyal said modern toy testing facilities will be set up across toy clusters via BIS and National Test House, alongside skill support for MSMEs and a push for 10x export growth. Global Manufacturing Investment: Chery officially launched its Rosslyn plant in South Africa, shifting from importer to local manufacturer with localization plans and ramp-up toward 50,000 annual units. Trade & Procurement Rules: India granted a two-year tender exemption to four China-linked power equipment makers with manufacturing in India for critical power projects, while facing political scrutiny. Manufacturing Finance & Capacity: Micron broke ground on a ¥1.5T Hiroshima expansion for AI-focused HBM memory chips, with shipments expected around 2028. Industrial Corridor Development: India is accelerating chemical and broader industrial corridor building, including BHAVYA’s plan for 100 plug-and-play industrial parks. Local Cost Pressure: Tokyo’s small manufacturers report rising tool costs and limited benefit from broader economic strength, highlighting uneven recovery. Maritime Sourcing: Maersk placed its first Exim container order with Indian firm DCM Containers, signaling a step toward diversifying global container supply.