China’s leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor industry continues its shift toward advanced packaging.

TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026. The transaction generated roughly US$174 million in retained earnings.

The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home customer-premises equipment (CPE) using LTE/5G connections in its sales ban. This move signals that the US is extending its national security-driven tech controls from fixed broadband gear to mobile network terminals.

The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia, Qualcomm, and Tesla adopt LPDDR in next-generation processors, according to Chosun Biz.