Analysis: Capex Boom Continues

 

  2 Min Read     March 26, 2026

 
 

Weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.

Global Handset vendor share Q3 2025

Semiconductor equipment order activity increased to 98 °F last week. In this March update, the industry continues to see strong capital spending momentum entering 2026, as fabs push forward with capacity expansions amid tight supply conditions. The data gives weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.

This summary outlines the analysis* found on the TechInsights' Platform.

*Some analyses may only be available with a paid subscription.

 

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