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Global PC and tablet shipments dropped in 2026 due to supply issues and higher costs, but revenue rose as prices increased, driven by strong demand for advanced AI chips.
Global PC and tablet shipments fell in 2026 due to supply chain issues and rising costs, but revenue rose as average selling prices increased.
Foundry revenue surged 24.8% driven by demand for advanced chips, especially 5nm and below, fueled by AI development from major tech firms.
TSMC and Samsung led growth, with both raising prices and expanding capacity.
Samsung plans $73 billion in 2026 investments, focusing on AI chips, HBM, and improving foundry yields, while Intel and others also increased spending.
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Los envíos globales de PC y tabletas cayeron en 2026 debido a problemas de suministro y costos más altos, pero los ingresos aumentaron a medida que los precios aumentaron, impulsados por la fuerte demanda de chips de IA avanzados.