All-time high: Global semiconductor market expected to exceed $1.5 trillion in 2026

According to a recent forecast by the World Semiconductor Trade Statistics organization, driven by the AI boom, the global semiconductor market size is expected to exceed $1.5 trillion in 2026, setting a new all-time high. The semiconductor industry is accelerating its restructuring around AI demand. Data from industry research institutions shows that in the first quarter of this year, the DRAM market revenue reached $97 billion, a year-over-year increase of 260%, also a record high. Among them, Samsung Electronics held approximately 38% of the market share, ranking first, followed by SK Hynix and Micron Technology. Samsung Electronics has led the DRAM market for two consecutive quarters. In the AI accelerator and data center track, Nvidia dominates the training market with its GPUs. Broadcom and Marvell Technology hold leading positions in the ASIC custom inference chip sector. A report released by the World Semiconductor Trade Statistics organization earlier this month predicts that the global semiconductor market size this year will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion). By 2027, it is expected to grow further by 26.6%, with the market size reaching $1.914 trillion (approximately RMB 13 trillion).