Semiconductor Capex: SK hynix approved $38.1B for two new memory fabs (Yongin DRAM/HBM and Cheongju NAND), betting AI demand is structural and memory is the bottleneck. Solar Manufacturing: India’s Premier Energies posted Q1 FY27 growth (revenue +34% YoY; PAT +53%) and is ramping Seetharampur 5.6GW modules while progressing Naidupeta cells. Solar Policy & Trade: Taiwan solar makers say new U.S. polysilicon minimum prices and a 15% tariff from Dec. 4 should have limited impact due to capped rates for certain origins. EV Supply Chain Funding: River Mobility raised $120M Series C to expand EV manufacturing footprint as India’s EV registrations keep climbing. Industrial Jobs & Risk: Nidec plans to close an Andover motor plant, putting ~60 jobs at risk; separately, a furnace fire at Townley Engineering spread into a roof but was contained quickly. Regulatory/Quality: Quaker Houghton’s HOCUT 4260 coolant earned Boeing BAC 5008 approval for aerospace machining. Local Manufacturing Push: Telangana is positioning plastics and polymers as a next manufacturing hub, aiming for higher-value, greener processing. U.S. Manufacturing Expansion: SpaceX confirmed a nearly $17B Terafab chip plant in Texas to support both space and Tesla computing needs.