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 that this growth is not a simple continuation of the traditional semiconductor cycle, but rather the result of profound transformations in the industry’s value chain driven by AI infrastructure, high-bandwidth memory (HBM), advanced packaging, and data center investments.

Data shows that the top five semiconductor companies contribute more than half of the total revenue of the top 80 companies. Meanwhile, China's semiconductor industry is continuously enhancing its competitiveness, rapidly narrowing the gap with European and Japanese semiconductor manufacturers. (Securities Times)