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

According to a recent forecast by the World Semiconductor Trade Statistics organization, driven by the AI boom, the global semiconductor market size will exceed $1.5 trillion in 2026, setting a new record. The semiconductor industry is accelerating its restructuring around AI demand. Industry research institution reports show that in the first quarter of this year, the DRAM market revenue reached $97 billion, a year-on-year increase of 260%, also an all-time high. Among them, Samsung Electronics holds approximately a 38% market share, ranking first, followed by SK Hynix and Micron Technology. Samsung Electronics has been the top DRAM player 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 a dominant position in the ASIC custom inference chip field. A report released by the World Semiconductor Trade Statistics organization earlier this month predicts that the global semiconductor market size will grow by nearly 90% compared to 2025, reaching $1.51 trillion (approximately RMB 10.2 trillion) this year. In 2027, it is expected to further grow by 26.6%, with the market size reaching $1.914 trillion (approximately RMB 13 trillion).