The global semiconductor industry is projected to reach approximately $1 trillion in 2026, nearly five years ahead of earlier forecasts, with Bank of America analyst Vivek Arya predicting 30% growth while the World Semiconductor Trade Statistics forecasts $975.5 billion in sales.
The surge is driven by an "AI supercycle" with Nvidia commanding 80% of the AI accelerator market through chips priced at $30,000-$40,000 per unit, while tech giants commit over $400 billion in data center infrastructure spending.
Logic and memory segments are expected to grow over 30% year-over-year, with high-bandwidth memory makers like Micron Technology
reporting sold-out capacity through 2026, though the industry faces power constraints and component shortages.
Source
