Goldman Sachs (investment bank)Gāoshèng高盛to forecastyùcè预测artificial intelligenceréngōng zhìnéng人工智能demandxūqiú需求willjiāng将to drive forwardtuīdòng推动globalquánqiú全球semiconductorbàndǎotǐ半导体revenueshōurù收入to growzēngzhǎng增长49 percentbǎifēnzhī sìshíjiǔ49%。
April 5, 2026 at 4:00 PM
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Science & TechnologyGoldman Sachs Forecasts 49 Percent Surge in Global Semiconductor Revenue as AI Investment Accelerates
Goldman Sachs published a report on April 5 projecting a 49 percent surge in global semiconductor revenue in 2026, driven by rapidly accelerating AI hardware investment. AI-related hardware revenues could surpass 700 billion dollars in Q4 2026.
Investment bank Goldman Sachs released a report on April 5 forecasting that AI demand will drive significant global semiconductor industry growth. The report projects that global semiconductor revenue is expected to grow 49% year-on-year in 2026, the largest growth margin in recent years. AI-related hardware revenue is expected to break through $700 billion in the fourth quarter of 2026. The report indicates that US AI investment has reached 1.1% of GDP, an increase of approximately $325 billion from 2022. Servers, chips, and data center infrastructure represent the fastest-growing segments, with major technology companies continuously expanding capital expenditures. Goldman Sachs analysts noted that despite complex global trade conditions, AI demand for semiconductors remains robust. Leading chip companies like Nvidia are considered the largest beneficiaries of this growth round.
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