ASSODEL Observatory v2 · MVP

PRISMATIC dataset overview

Summary view built on the dataset's 18 tables: revenue, memory, raw materials and leading signals.

Worldwide revenue Q2 2026

403.3 bn $

+35.1% QoQ

Worldwide semiconductor sales · SIA/WSTS

2026 estimate (revision)

>1500 bn $

Revision of the annual estimate between two releases, not market growth.

~$1,000 bn (SIA/WSTS estimate of May 4, 2026), >$1,500 bn (SIA/WSTS estimate of August 6, 2026). The upward revision reflects AI and data center demand that emerged between the two quarters (SIA/WSTS).

DRAM contract 1Q26

+90/95% QoQ

Expected +13/18% in 3Q26

TrendForce

Copper spot

14,240 USD/t

+47.6% YoY

Spot as of 2026-08-07

Worldwide semiconductor revenue by quarter

Worldwide semiconductor sales · SIA/WSTS

DRAM contract QoQ

Average of the range · TrendForce

Dataset note

Coverage and update of the series

Dataset note: real PRISMATIC dataset data. Update: semiconductors SIA/WSTS through Q2 2026; memory TrendForce through Q2 2026, Q3 as a forecast; metals Westmetall/LME and FRED, monthly averages through August 2026, spot as of August 7, 2026.

Leading indicators

Summary of leading indicators · detail in Signals and scorecard

Go to signals

Decelerazione prezzi contract memoria
Possibile avvicinamento al picco sul lato prezzo delle memorie
Data period: DRAM contract QoQ +90/95% (Q1), +58/63% (Q2), +13/18% previsto (Q3)
Rotazione pressione da DRAM a NAND
La spinta prezzi si sposta verso NAND e SSD
Data period: DRAM decelera mentre NAND accelera: +55/60% (Q1) verso +70/75% (Q2)
Oro: spot sopra la media mentre la media scende
Direzione incerta dopo il picco
Data period: Media in calo dal picco feb 2026 (5012 USD/oz) ad agosto (4167); spot 7 ago 4302
Rame: prezzo ai massimi con scorte LME in forte calo
Mercato in tensione dal lato offerta
Data period: Scorte giu 360019, lug 294114, ago 230354 t; prezzo giu 13574, ago 14215 USD/t