Market Data
Global Semiconductor Sales Top $1 Trillion as AI Drives Record Growth
Global semiconductor sales have exceeded $1 trillion in the first eight months of 2026, reaching a historic milestone as demand for AI infrastructure fuels extraordinary growth across the chip sector. Worldwide semiconductor sales totaled $159.7 billion in August, up 144.3% from $65.4 billion in August 2025, according to figures released October 5 by the Semiconductor […]
James Maguire · Oct 12, 2026 · 2 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
Gartner Forecasts Semiconductor Revenue to Surge 92% in 2026
Worldwide semiconductor revenue is forecast to reach about $1.6 trillion in 2026 as the AI infrastructure buildout creates exceptional demand for memory and other data center components, according to Gartner. The research firm expects semiconductor revenue to increase 92% in 2026, from $809 billion in 2025. Gartner forecasts another sizable gain in 2027, when worldwide […]
James Maguire · Aug 25, 2026 · 2 min
AMD Breaks 30% Client CPU Share in Q2
AMD captured a record share of the PC processor market in the second quarter of 2026, surpassing 30% of client CPU shipments for the first time as a sharp rebound in mobile processors and continued gains in servers offset a steep decline in desktop PCs. The overall x86 CPU market grew by more than 10% […]
Andy Patrizio · Aug 21, 2026 · 3 min
GPU Alternatives Poised to Outgrow GPUs in 2026 as Enterprises Ramp XPU Spending
Futurum survey finds enterprise leaders plan to increase XPU spending by 22.1% in 2026 compared to 18.7% for GPUs. XPU spending growth expected to outpace GPUs by 2027.
Brendan Burke · Jan 26, 2026 · 1 min