Major OSAT providers accelerate 2.5D/3D advanced packaging deployments in US, Japan, South Korea, and Malaysia with non-Taiwan capacity footprint to expand.

The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China’s supply chain. The new rules arrive as global supply chains face mounting geopolitical pressure and China’s export surplus continues to grow.

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than plateauing. The world’s largest contract chipmaker projected a second quarter 2026 revenue of US$39-40.2 billion, which at the midpoint would represent roughly 9% sequential growth from the US$35.90 billion it just reported — and more than 50% above where it stood a year ago.

Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting companies to bolster secondhand operations; at the same time, uncertainty from the US‑Iran conflict threatens shipping routes and could disrupt supply flows through Dubai.