China A-share mobile payments sector showed selective strength; Luqiao Information rose over 10%, while Hengbao, Chutianlong, Zhisheng Information, Quectel and Nantian Information also gained.

The UAE Ministry of Defense said its assistant undersecretary for defense policy and communications met Lithuania’s ambassador to the UAE and his delegation at the defense ministry, where officials discussed deepening cooperation and coordination across multiple areas, strengthening interaction and communication channels, and exchanged views on shared concerns.

Sources say TSMC's CoWoS orders are booked through 2027, with some customers facing waits of more than a year. The supply bottleneck is increasing interest in Intel's EMIB-T packaging as an alternative. MediaTek told investors on its recent earnings call it plans to deploy both CoWoS and EMIB-T at scale for AI ASIC development; Broadcom and Meta are reportedly weighing a move from CoWoS to EMIB to reduce costs, and Google and NVIDIA have also expressed interest in EMIB-T.