NEEDHAM, MA – Global PC shipments accelerated in the third quarter, rising 9.4% compared to the same period a year earlier, according to preliminary data from International Data Corporation. The total of 75.8 million units reflects a steady refresh of aging hardware as Windows 11 adoption continues to shape replacement cycles.

PHOENIX – Global investment in 300mm fab equipment is set to total $374 billion from 2026 to 2028, according to SEMI’s latest 300mm Fab Outlook. The ramp is fueled by AI chip demand for data centers and edge devices, along with policy-backed regionalization and supply-chain restructuring aimed at greater self-sufficiency. SEMI expects this year to be the first year 300mm spending tops $100 billion, rising 7% to $107 billion, with further gains to $116 billion in 2026, $120 billion in 2027, and a jump to $138 billion in 2028.