Semiconductor Expansion: Micron is lifting its U.S. investment to $250B+ through 2035 and marked first concrete at its New York fab, aiming to expand domestic memory capacity and support 90,000+ jobs. AI Memory Momentum: SK hynix priced its Nasdaq debut ADRs at $149 and is set to trade under SKHY, underscoring how AI demand is reshaping U.S. semiconductor markets. Wireless Chip Manufacturing: Apple is expanding its Broadcom deal with $30B+ for U.S.-made wireless connectivity chips, with production tied to Broadcom’s Colorado operations. Power Electronics Capacity: Infineon opened its “Smart Power Fab” in Dresden, positioning it to supply power semiconductors for EVs, data centers, and renewables. Defense Industrial Base: The U.S. says it will license Ukraine to manufacture Patriot missiles, but experts warn it won’t solve near-term interceptor shortages. Right to Repair: The FTC secured a settlement with John Deere establishing a farmer right to repair, a direct hit to restrictive repair practices. Food Safety & Supply Chains: Costco faces lawsuits over protein powders allegedly containing heavy metals, while USDA issued a jerky allergen alert for undeclared wheat. Critical Materials Risk: China temporarily banned helium exports amid Middle East tensions, raising another supply-chain stress point for chipmaking.