Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.
Samsung Electronics will increase production of the Galaxy Z Fold8 by 1 million units in 2026 after strong preorder demand for its wider foldable phone, according to ET News. The move comes as the company prepares for a new round of competition in foldables ahead of Apple's first 4:3 foldable iPhone, which is expected in September 2026.
Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported strong July 2026 results, with revenue and profit supported by seasonal roaming demand, 5G upgrade plans and resilient handset sales. The operators said July marked a record period for several key metrics, while AI-related demand in enterprise and infrastructure businesses provided an additional growth driver.
Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup expected to include the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. As generative AI adoption accelerates and shortages and price increases hit key upstream smartphone components, investors and the market are closely watching how Google will use AI to boost sales and hardware momentum.
US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission no longer focuses only on brands or final assembly. Its emerging framework now extends to chips, modules, software, firmware, design ownership, production location and supply-chain control, raising new compliance risks for optical transceivers, networking equipment and ODM suppliers.
