The SIA forecasts that global semiconductor sales will increase by another 26% by 2026, reaching one trillion US dollars.
On Friday local time (February 6), the US Semiconductor Industry Association (SIA) released a report stating that the semiconductor industry is expected to achieve a historic revenue scale of one trillion US dollars for the first time this year.
SIA represents most American chip companies. Its data shows that global chip sales will reach $791.7 billion in 2025, an increase of 25.6% from the previous year.
The organization predicts that global chip sales will grow another 26% in 2026 to reach $1 trillion.
SIA CEO John Neuffer stated that the chip market will reach the $1 trillion milestone faster than originally expected, which is a positive signal for the entire business world.
“When our industry grows, it means other industries will benefit exponentially,” Neuffer said in an interview. “Our technology underpins almost all key strategic sectors, which is a fairly strong fundamental signal.”
In terms of specific segments, the fastest-growing and largest chip category is$NVIDIA (NVDA.US)$、 $Advanced Micro Devices (AMD.US)$ and $Intel (INTC.US)$ logic chips produced by Advanced Micro Devices. By 2025, sales of these chips are expected to grow by 39.9%, reaching USD 301.9 billion.
The second-largest category is memory chips. Amid supply-demand tensions driven by artificial intelligence (AI), memory chip prices surged significantly, with sales growing by 34.8% to reach $223.1 billion.
Google,$Microsoft (MSFT.US)$And $Meta Platforms (META.US)$ Technology companies such as NVIDIA are accelerating the construction of AI infrastructure, absorbing a significant portion of memory chip supplies and causing shortages, which in turn has driven up memory chip prices.
In terms of regional distribution, growth was observed across the Asia-Pacific region, the Americas, and Europe, while Japan experienced a decline.
Neuffer stated that the semiconductor industry will continue to experience its typical cyclical fluctuations in the future, but the long-term upward trend has become very clear.
"Our industry has always been accompanied by ups and downs, and there is no doubt that this will continue," he said. "But the entire 'pie' is continuously growing larger."
Neuffer revealed that during his recent visit to Silicon Valley, he found that executives of numerous small and medium-sized semiconductor companies expressed optimism about the outlook for 2026.
"The general sentiment I've heard is, 'No one knows to what extent AI infrastructure development will progress a year from now, but my order book is completely full,'" Neuffer said. "At least for the next year, we are still on a fairly, fairly robust growth trajectory."
Editor/Rocky
