By Jonathan Custer | October 20, 2026 Nine leading cloud service providers’ capital spending is forecast at US$957 billion in 2026, up 106% from US$465 billion in 2025, according to TrendForce’s AI server industry research released 14 October 2026. The nine are Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba and Baidu. TrendForce forecasts US$1,531 …
By Jonathan Custer | October 19, 2026 World smartphone shipments fell 22.0% in the third quarter to 255.3 million units, the largest quarterly decline in IDC’s series, according to IDC’s Worldwide Quarterly Mobile Phone Tracker released 14 October 2026. The prior quarter was 276.3 million and the year-ago quarter 327.3 million. Samsung shipped 57.7 million …
Subscribers receive this Electronics market intelligence daily. Please contact me if you are interested in subscribing to our Custer Daily News services. Would you like a free trial to our services? Send me a note at jon@custerconsulting.com See attached market intelligence Executive Briefing: Electronics Manufacturing Executive Briefing Global Economy US producer prices rose 1.3% in …