Institution: Global Semiconductor Device Industry Revenue Could Approach $2 Trillion as Early as 2027

According to the latest research from Yole Group, global semiconductor device industry revenue is expected to reach $1.6 trillion in 2026, and could approach $2 trillion as early as 2027. The institution believes this growth is not a simple continuation of the traditional semiconductor cycle, but rather the result of profound changes 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 more than half of the total revenue of the top 80 companies. Meanwhile, China's semiconductor industry is continuously enhancing its competitiveness, rapidly closing the gap with semiconductor manufacturers in Europe and Japan. (Securities Times)