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SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

AI data‑center buildouts are propelling an exceptional surge in chip demand.

Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration/File Photo

Overview

  • Global chip revenue totaled $791.7 billion in 2025, rising 25.6% from a year earlier, according to the Semiconductor Industry Association.
  • The trade group projects roughly 26% growth in 2026, taking industry sales to about $1 trillion on continued AI data‑center spending.
  • Advanced computing chips led with $301.9 billion in 2025 sales, up about 39.9%, while memory reached $223.1 billion as AI-driven shortages lifted prices.
  • Sales expanded across Asia‑Pacific, the Americas, Europe and China in 2025, with Japan the lone major market to decline.
  • SIA CEO John Neuffer reported full order books and said some U.S. export restrictions on China are easing, while cautioning the market remains cyclical.