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

Odaily Planet Daily News The World Semiconductor Trade Statistics organization recently released a forecast stating that driven by the AI boom, the global semiconductor market size 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 institution, the DRAM market revenue scale in the first quarter of this year reached $97 billion, a year-on-year increase of 260%, hitting a record high. Among them, Samsung Electronics holds about a 38% market share, ranking first; SK Hynix and Micron Technology follow. Samsung Electronics has ranked first 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 leading 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 size this year will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion). By 2027, it will further grow by 26.6%, with the market size rising to $1.914 trillion (approximately RMB 13 trillion).