WS #12028
Tower Semiconductor and UMC announce capacity expansions in Japan and Singapore for silicon photonics and SiGe. Apple grows 3% YoY in Q2 2026 smartphone shipments to record 20% market share despite global market decline. SoftBank's Son says AI boom will require $5 trillion annual investment by 2040, bullish for AI infrastructure. Ericsson Q2 net sales SEK 52.7B down from SEK 56.1B YoY, EPS SEK 1.22 down from SEK 1.37 YoY.
Semiconductor Capacity Expansion
Tower Semiconductor and UMC announce capacity expansions in Japan and Singapore for silicon photonics and SiGe.
Apple grows 3% YoY in Q2 2026 smartphone shipments to record 20% market share despite global market decline.
SoftBank's Son says AI boom will require $5 trillion annual investment by 2040, bullish for AI infrastructure.
Ericsson Q2 net sales SEK 52.7B down from SEK 56.1B YoY, EPS SEK 1.22 down from SEK 1.37 YoY.