星球日报
星球日报|7月 09, 2026 09:20
[Institution: Global Semiconductor Device Industry Revenue May Approach $2 Trillion as Early as 2027] Odaily Planet Daily News – According to the latest research by Yole Group, global semiconductor device industry revenue is projected to reach $1.6 trillion by 2026 and may approach $2 trillion as early as 2027. The institution believes this growth is not merely a continuation of the traditional semiconductor cycle but is the result of profound changes in the industry value chain driven by AI infrastructure, high-bandwidth memory (HBM), advanced packaging, and data center investments. Data shows that the top five semiconductor companies contribute more than half of the total revenue of the top 80 companies. Meanwhile, China's semiconductor industry is continuously strengthening its competitiveness, rapidly narrowing the gap with semiconductor manufacturers in Europe and Japan. (Securities Times)
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