Semiconductor Intelligence: electronics production growth accelerates in 2026

Semiconductor Intelligence reports accelerating electronics production growth in 2026: US output rose 8.1% in August, Japan 17.6% and the EU 16.9%. Taiwan's production more than doubled on demand for Nvidia AI modules, while PC and smartphone shipments fell due to memory shortages and price hikes.

• US electronics production rose 8.1% year over year in August 2026
• Taiwan more than doubled output on Nvidia AI module demand
• PC shipments fell 20% and smartphones 22% in Q3 2026
• Memory costs were up 350% year over year