China-US Reset: Trump’s Beijing trip ends with “stability and stalemate,” leaving Taiwan’s $14bn arms package in limbo and underscoring a return to the familiar economic and strategic standoff. India-Netherlands Power Play: In The Hague, Modi and Dutch PM Rob Jetten elevate ties to a strategic partnership, with CEOs spotlighting semiconductors, ports and logistics—plus a Tata Electronics–ASML semiconductor push. Semiconductor Leap in Gujarat: Tata Electronics and ASML back India’s first commercial 300mm fab in Dholera, a roughly $11–12bn bet aimed at scaling chip manufacturing. AI Governance Push: China signals a faster, “comprehensive” AI law agenda covering data, computing power, algorithms and cybersecurity. Robots Go Vocational: China launches a national embodied-robot training pilot base in Hangzhou, moving humanoid tech from labs toward real-world services. Trade Pressure at Home: India restricts certain silver bar imports as rupee pressure and West Asia tensions bite. Japan’s Rare-Earth & Waste Debate: A remote island near Tokyo faces scrutiny over rare-earth test mining and potential disposal of nuclear waste.