13/04/2026
Global semiconductor revenue is projected to hit a record $1.3 trillion in 2026, driven by an AI-fueled memory chip supercycle. DRAM and NAND Flash prices are surging over 120%–230%, while HBM remains severely supply-constrained.
Nvidia continues to lead the AI chip market, with Broadcom expanding its long-term AI chip partnership with Google through 2031. Japan’s Rapidus is accelerating 1nm–1.4nm chip development, and Samsung is pushing into silicon photonics and co-packaged optics (CPO).
Major chipmakers including STMicroelectronics, Xilinx, and Lattice have announced price hikes of 10%–20% amid strong demand. Intel is also scaling AI applications in advanced manufacturing to boost yield and efficiency.
The chip industry is entering one of its strongest growth cycles in decades, shaped by AI computing, advanced packaging, and tight global supply chains.