The global semiconductor market size may exceed 10 trillion yuan this year, and the semiconductor market size is skyrocketing According to a report by Golden Finance on June 26th, according to CCTV Finance, the World Semiconductor Trade Organization recently released a forecast stating that driven by the AI boom, the global semiconductor market size will exceed $1.5 trillion by 2026, setting a new historical high. The semiconductor industry is accelerating its restructuring around AI demand. In the storage chip market, industry research institutions' reports show that in the first quarter of this year, the market revenue of the main category "dynamic random access memory", namely DRAM, reached 97 billion US dollars, a year-on-year increase of 260%, setting a new historical high. Samsung Electronics holds approximately 38% of the market share, ranking first; SK Hynix and Micron Technology rank second. It is reported that Samsung Electronics has ranked first in the DRAM market for two consecutive quarters. Logic chips are another major category in the semiconductor market, covering various chips used for executing logical operations such as CPUs, GPUs, AI accelerators, etc. In the AI accelerator and data center arena, Nvidia dominates the training market with GPUs. Broadcom and Meiren Technology dominate the field of customized inference chips for professional integrated circuit ASICs. In the field of general computing, Intel still has traditional advantages in the server CPU market, but faces the challenge of shifting AI computing power demand to GPUs and ASICs. The report released by the World Semiconductor Trade Statistics Organization earlier this month predicts that the global semiconductor market size will grow by nearly 90% this year compared to 2025, reaching $1.51 trillion, approximately RMB 10.2 trillion. In 2027, it will further increase by 26.6%, and the market size will rise to $1.914 trillion, approximately RMB 13 trillion.