US Manufacturing & Clean Energy Policy: U.S.-assembled solar module prices held steady at about $0.30/W as FEOC rules push Chinese-owned suppliers to divest to keep clean-energy incentives. Supply Chain Risk: China imposed a temporary helium export ban, warning of fresh shortages for chip and AI manufacturing that rely on the gas for cooling. Semiconductors & Big Capex: Apple CEO Tim Cook blamed Micron for price pressure amid a memory-chip capacity squeeze, while Micron counters that 2023 customers drove prices down and left the industry underbuilt. AI Hardware Push: Meta plans to start manufacturing its in-house AI chip in September, adding to the race for domestic compute capacity. India Electronics & Batteries: India cut import duties on smartphones and electronics parts and extended customs duty relief for electronics and battery manufacturing inputs through 2029, aiming to boost localisation and exports. EV Components Growth: A report projects India’s EV components market to reach ₹3.55 lakh crore by 2032, driven by battery packs and power electronics. Industrial Expansion: Boeing launched a new $1B 737 MAX line at Everett to expand production capacity. Defence Manufacturing: India commissioned the stealth frigate INS Mahendragiri with 75% indigenous content, reinforcing Atmanirbhar Bharat warship building. Corporate/Plant Moves: Canada’s Central Moloney plans to close its Chilliwack transformer plant, risking 43 B.C. jobs as it consolidates operations. Quality & Safety: Nissan recalled 13,795 X-Trail e-POWER SUVs in Australia over a lithium-ion battery controller software fault that can cause loss of motive power. Recycling & Materials: Research warns end-of-life solar module recycling can be unviable unless material diversity and purity issues are addressed.