research / analytics firmfēnxī jīgòu分析机构to forecast / to predictyùcè预测globalquánqiú全球semiconductorbàndǎotǐ半导体marketshìchǎng市场20262026 nián2026年willjiāng将for the first timeshǒucì首次to break through / to surpasstūpò突破one trillion US dollarsyī wànyì měiyuán一万亿美元。
May 19, 2026 at 1:00 PM
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BusinessSemiconductor Market Forecast to Surpass One Trillion Dollars in 2026 as AI Demand Drives Supercycle
IDC forecasts that the global semiconductor market will reach $1.29 trillion in 2026, a 52.8 percent year-over-year increase driven by AI infrastructure demand.
International Data Corporation's latest forecast shows that the global semiconductor market in 2026 will reach $1.29 trillion in scale, for the first time surpassing the one trillion dollar milestone.
This growth is primarily driven by investments in artificial intelligence infrastructure, high-bandwidth memory (HBM), and the construction of hyperscale data centers.
Among these, DRAM revenue is projected to nearly triple in 2026, reaching $418.6 billion.
The AI chip arms race and U.S.-China technology competition are reshaping the global semiconductor supply chain.
The United States' major national laboratories are currently exploring new computing architectures beyond traditional chip suppliers to address AI workload demands.
European officials and entrepreneurs have warned that without accelerating investments in domestic chips and cloud computing, Europe will develop dependence on American-dominated AI infrastructure.
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