All-Time High: Global Semiconductor Market Expected to Exceed $1.5 Trillion in 2026

Odaily reported that the World Semiconductor Trade Statistics organization recently released a forecast, predicting that driven by the AI boom, the global semiconductor market will exceed $1.5 trillion in 2026, reaching an all-time high. The semiconductor industry is accelerating its restructuring around AI demand. According to a report from an industry research firm, the DRAM market revenue in the first quarter of this year reached $97 billion, a year-on-year increase of 260%, setting a new record. Among them, Samsung Electronics held approximately a 38% market share, ranking first, followed by SK Hynix and Micron Technology. Samsung Electronics has held the top position in the DRAM market for two consecutive quarters. In the AI accelerator and data center赛道, Nvidia dominates the training market with its GPUs. Broadcom and Marvell Technology hold a dominant position in the field of ASIC custom inference chips. A report released by the World Semiconductor Trade Statistics organization earlier this month predicts that the global semiconductor market will grow by nearly 90% in 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion), and will further grow by 26.6% in 2027, with the market size rising to $1.914 trillion (approximately RMB 13 trillion).