Institution: Global semiconductor device industry revenue may approach $2 trillion as early as 2027

Odaily Planet Daily News According to the latest research by Yole Group, global semiconductor device industry revenue is expected to reach $1.6 trillion in 2026 and is projected to approach $2 trillion as early as 2027. The institution believes that this growth is not a simple continuation of the traditional semiconductor cycle, but the result of profound transformations in the industry value chain driven by AI infrastructure, High Bandwidth Memory (HBM), advanced packaging, and data center investments.

Data shows that the top five semiconductor companies contributed over half of the total revenue of the top 80 companies. Meanwhile, China's semiconductor industry is continuously enhancing its competitiveness, rapidly narrowing the gap with European and Japanese semiconductor manufacturers. (Securities Times)