金色财经|1月 15, 2026 15:59
[Report: AI Drives Semiconductor Industry Revenue to Surpass $1 Trillion for the First Time in 2026]
According to a report by Jinse Finance, the latest market analysis from Omdia shows that global semiconductor revenue will surpass $1 trillion in 2026, marking a historic milestone for the industry. This growth is primarily attributed to the rapid increase in revenue from memory and logic integrated circuits, driven by the massive demand in the artificial intelligence market. Omdia has significantly raised its forecast for semiconductor revenue in 2025 to a year-on-year growth of 20.3%, reflecting stronger-than-expected performance in the third quarter of 2025 and anticipating continued robust growth in the fourth quarter. Revenue growth for DRAM and NAND flash memory integrated circuits is expected to remain at unprecedented levels, mainly due to the strong expansion of logic integrated circuits, with the market projected to achieve a year-on-year growth of 30.7% in 2026.
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