Semiconductors Power Push: Infineon has commissioned its €5bn Smart Power Fab in Dresden, doubling capacity and creating about 1,000 direct jobs, aimed at AI data centres, EVs and clean energy. Robotics Supply Chain: SKF will team up with China-based Leaderdrive in a JV to make high-precision transmission components for robotic joints, targeting operations by end-2026 and expansion via SKF’s global sales network. Ukraine Recovery Finance: The Gdańsk Ukraine Recovery Conference logged 160 signed documents worth €10bn+ (with many deals likely closer to $20bn when disclosed), including major EBRD and PrivatBank financing and risk-sharing for industrial and defence projects. EU Competition Ruling: The EU’s top court upheld Google’s record €4.1bn Android antitrust fine, ending an eight-year legal fight and setting up further damages pressure for rivals. Heatwave Cooling Reality: Europe’s scramble for air conditioning is driving demand for Chinese portable split systems, with installation limits and housing constraints pushing buyers toward fast-to-deploy imports. Poland Copper Expansion: KGHM launched its “KGHM 2.0” plan, investing $8.55bn to expand decarbonised copper output and strengthen EU critical raw material supply. Defence Industrial Integration: The Netherlands signed a software-first partnership with Intelic to build interoperability for unmanned systems, positioning the country as a first mover on software-led military integration.