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Revenue reached $416 billion with $112 billion net income, and Apple posts double-digit growth in India even as only 15–16% of active iPhones have upgraded to iOS 26; Qualcomm’s new Snapdragon X2 Plus boosts single-core by 35% and multi-core by 17% alongside a 29% faster Adreno iGPU; NVIDIA’s Rubin platform delivers up to 10× inference token cost reduction, 4× fewer GPUs and 50 petaflops of NVFP4 compute, now deployed in NVL72 rack-scale systems and backed by Spectrum-6 Ethernet for AI data centers.

Advanced-node foundry capacity is strained: TSMC holds 95% of AI accelerator share and nearly 70% of overall foundry revenue, 2nm wafer costs have jumped to around $30,000, and DRAM contract prices are projected to rise 40–70% in early 2026. Apple has secured over half of initial 2nm capacity but is evaluating Intel’s 18A-P and Samsung as foundry and packaging alternatives amid 3D packaging bottlenecks and InFo vs. CoWoS overlaps. ASEAN’s fragmented approach—from Indonesia’s IP development to Vietnam’s hardware assembly—risks internal rivalry without a unified digital-ecosystem strategy. NVIDIA’s Rubin AI infrastructure rollout will further stress data-center and packaging resources in the second half of 2026.

Investor optimism about Apple has cooled sharply, shifting toward skepticism over major UI updates and marking a notable bearish turn in sentiment, even as some anticipate a stable $599 price point and broader enthusiasm endures around AI-driven capex growth and Malaysia’s tax-incentive hubs.