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Apple has received permission to purchase Chinese memory chips for its products. The company's shares rose by almost 5% on this news. The decision removes some of the restrictions on the use of Chinese components in global brand devices and opens up a new dynamic for the parallel electronics import market.

China has announced the launch of an orbital computing systems program, which processes data directly on spacecraft without transmitting it to Earth. The direction is included in the new five-year technological plan. At the same time, the semiconductor localization program is accelerating: the goal is independence from Western components by 2028. For Russian importers of electronics, this means the emergence of new categories of Chinese components in the medium term.

India has attracted $15 billion in investments to build two new semiconductor manufacturing plants. The partners are Tata Electronics and Taiwan's PSMC. Under the India Semiconductor Mission program, total investments exceeded $35 billion from five companies. The goal is to enter the top 5 global chip manufacturers by 2030. This is a long-term signal for the Russian market: an alternative source of electronic components is being formed.