Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs… Read more“PCs & Smartphones Supply Constrained”
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Semiconductors Historic Start to 2026
The global semiconductor market grew 25% in the 1st quarter of 2026 from the 4th quarter of 2025 to reach $299 billion, according to WSTS. The 1st quarter of 2026 was up 79% from a year earlier. The 25% quarter-to-quarter growth was the highest in the over 40-year history of… Read more“Semiconductors Historic Start to 2026”
CapEx Up for Foundry, Memory
Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2025 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx… Read more“CapEx Up for Foundry, Memory”