Snapshot as of Q1 2026 · data through March 2026
Q1 2026
Analysis based on data available at the close of the first quarter of 2026. Sources SIA/WSTS and TrendForce. Values refer to the global semiconductor market (source SIA/WSTS), not just the US market.
Global revenue Q1 2026
$298.5bn
+25% QoQSIA May 4
Global sales Mar 2026
$99.5bn
+79.2% YoYSIA
Global semiconductors 2025
$791.7bn
+25.6%SIA
2026 estimate (revision)
$~1000bn
Revision of the annual estimate between two releases, not market growth.WSTS
~$1,000bn (SIA/WSTS estimate of May 4, 2026), >$1,500bn (SIA/WSTS estimate of August 6, 2026). The upward revision reflects the AI and data center demand that emerged between the two quarters (SIA/WSTS).
Global revenue by quarter
Global semiconductor sales · SIA/WSTS · through Q1 2026
Monthly global sales Q1 2026
Global semiconductor sales · SIA/WSTS · 3-month moving average
Memory as of Q1 2026
Contract prices 1Q26 · TrendForce
DRAM contract 1Q26
+90/95%
QoQTrendForce
NAND contract 1Q26
+55/60%
QoQTrendForce
DRAM industry revenue Q1 2026
$97bn
+81% QoQTrendForce