This growth is driven by the surge in revenue from memory and logic chips, created by the huge demand from the artificial intelligence (AI) market. Semiconductor revenue for 2025 has increased significantly to 20.3% compared to the same period in 2024.
The revenue growth of DRAM and NAND memory chips will remain unprecedented, supported by a strong expansion in logic chips, bringing the market forecast for 2026 to grow at 30.7%.
The Computing & Data Storage sector will lead all segments in semiconductor revenue growth, up 41.4% compared to the previous year in 2026, exceeding 500 billion USD, due to high demand for data center servers and applications using more memory, as well as higher memory chip costs.
The growth of laptops is driven by the application of AI-capable devices and the large-scale upgrade cycle of businesses.
In general, the top four large-scale cloud computing service providers are expected to spend about 500 billion USD on capital investment costs this year, and are expected to grow further. Capital spending is being re-allocated to AI infrastructure, model development and emerging applications, highlighting the transformative impact of AI in many fields.
Consumer electronics and wireless applications also show strong sales growth prospects in 2026. Contributing factors include increased memory prices, the launch of next-generation folding-screen smartphones and the strong recovery of connected consumer devices.
Upgrades in AI photography and the renewal of high-end smartphone lines from Apple, Samsung and other manufacturers will continue to support growth. Wearable devices, smart speakers and virtual reality headphones (VRs) are also forecast to record significant revenue growth.
Semiconductor revenue growth in 2026 is driven by high concentration demand related to artificial intelligence (AI), not widespread consumer behavior or industrial production trends that have affected the market in the past.
Without the contribution of memory and logic integrated circuits, semiconductor revenue growth in general will decrease from 30.7% to only 8%, showing the nature of demand that is driving the recent strong growth of the market," said Mr. Myson Robles-Bruce, senior analyst at Omdia.
