AI Demand Hits the Materials Wall: Boards, Capacitors and Memory Are All Repricing THE 60-SECOND READ · 3 THINGS TO KNOW TODAY US$96.6 billion Record foundry revenue as AI chip demand spreads beyond TSMC into mature nodes (Counterpoint Research, 2026) NT$1.1365 trillion Taiwan’s board output heads past NT$1 trillion, yet glass cloth and copper foil …
Production of military fighting vehicles in the euro area reached an index level of 259.1 in July 2026 (2021 = 100), according to Eurostat. That is 51.3% above July 2025 and the highest monthly level since at least 2016. For January to July, output was 27.4% higher than a year earlier. Euro-area motor vehicle production …
Global semiconductor sales reached a record $146.8 billion in July 2026, up 135.1% from a year earlier and more than twice any previous July (SIA, three-month average). WSTS now expects the 2026 market to reach $1.51 trillion, 89.9% above 2025. The main driver is memory. AI data centers are buying high-bandwidth and server memory faster …