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

Odaily Planet Daily News: The World Semiconductor Trade Statistics (WSTS) recently released a forecast stating that driven by the AI boom, the global semiconductor market size will exceed $1.5 trillion in 2026, setting a new all-time high. The semiconductor industry is accelerating its restructuring around AI demand. According to a report from an industry research institution, the DRAM market revenue in the first quarter of this year reached $97 billion, a year-on-year increase of 260%, also hitting 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 been the top player in 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 dominant positions in the ASIC custom inference chip field. According to a report released by WSTS earlier this month, it is predicted that the global semiconductor market size will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately 10.2 trillion RMB) this year. By 2027, it is expected to grow further by 26.6%, reaching $1.914 trillion (approximately 13 trillion RMB).