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AI Boom Fuels Strong Expansion of Global Semiconductor Market

Release time: 2026-06-05

Latest forecast from WSTS puts the global semiconductor market at $1.51 trillion in 2026 and nearly $2 trillion in 2027, kicking off a robust growth cycle across the sector. Memory chips stand out as a key growth engine;

boosted by mass deployment of AI servers and big-data infrastructure, global DRAM revenue set a new Q1 2026 record. Premium memory products including HBM and LPDDR5 remain undersupplied, lifting revenue and shipment volumes for top memory vendors.

Industry analysts comment that 2026 is a pivotal turning point for semiconductors, driven by AI advancement, advanced process upgrades and booming edge-chip demand.

Global chip manufacturing technologies keep advancing, with the 1nm process successfully verified for superior performance and power efficiency. Driven by strong high-end chip demand and rising R&D expenses, TSMC plans a 15% price hike for its 3nm foundry services in the second half of 2026.

The industry is poised for sustained expansion, with supply chain localization, diversified technologies and customized products defining its long-run development.

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