Q1 2026 · Quarterly Report
Market Overview
Summary of the key electronics industry indicators for ASSODEL members. Data updated to the first quarter of 2026.
Semiconductor Market 2025
795.6 bn $
+26.2% YoY
Revenue Q4 2025
239 bn $
+38% YoY
DRAM Contract Price 1Q26
+90/95% QoQ
Peak expected Q1-Q2 2027
Average Price Increases
15–20%
Letters received from Q2 2026
Global revenue by quarter
USD billion · Source WSTS
Segments 2025
$ billion by category
Quarterly highlights
Key events shaping the supply chain
- Global semiconductor revenue reached $795.6 billion in 2025 (+26.2% YoY).
- Texas Instruments announces increases between 15% and 85% effective from April 2026.
- ADI applies an average increase of 15% (up to 30%) across the full range from February.
- STMicroelectronics updates price lists on power, MEMS and STM32 from April 26, 2026.
- DRAM contract +90/95% QoQ in Q1 2026; NAND Flash +55/60% QoQ.
- Copper +46% and gold +77% versus January 2025: pressure on PCBs and wiring.