Evolution Q1 › Q2 2026
What changed between the close of the first quarter and the second, line by line, with the same source on the left and right.
Semiconductor market
Revenue, monthly sales and revision of the annual forecast
+104.8 bn $ in one quarter (+35.1% QoQ).
Year-over-year change: +79.2% in March, +123.6% in June.
Revision between 2026-05-04 and 2026-08-06: the annual estimate was raised by more than 50%.
Memory
Quarterly declared contract QoQ prices · TrendForce
The increase remains very high but is decelerating: the price pressure on DRAM is slowing.
Opposite movement compared to DRAM: price pressure shifts toward NAND and SSDs.
How to read the comparison
Methodological note
Each row compares the same indicator from the same source at two different points in time. The differences are not forecasts: they are the distance between two published snapshots. When a source has revised its own figure (for example the annual forecast), the comparison shows the revision, not a recalculation by the observatory.