NVIDIA Corporation (NVDA.US) leads the explosive growth! Global semiconductor industry revenue will break the trillion-dollar mark for the first time this year.

Driven by the dual forces of the development of artificial intelligence (AI) and the comprehensive penetration of chip technology into various sectors of the economy, the global semiconductor industry's revenue is expected to surpass 1 trillion US dollars for the first time this year. According to data from the Semiconductor Industry Association (SIA) in the United States, the total global semiconductor industry sales are expected to reach 791.7 billion US dollars by 2025, and are projected to soar by 26% in 2026, achieving a new round of growth. SIA CEO John Neuffer stated that the industry's rapid milestone of surpassing one trillion dollars far exceeded initial expectations, sending a positive signal to the global business community. Neuffer stated in an interview, "The growth of the semiconductor industry will bring exponential development dividends to other sectors. Our technology is the cornerstone of almost all key strategic industries, and this growth trend is an important manifestation of the industry's favorable development fundamentals." The massive demand for new computing power in data centers has provided development opportunities for chip companies like NVIDIA Corporation and Micron Technology, Inc., leading to the semiconductor industry's growth continuing to exceed market expectations. Neuffer revealed that previous market forecasts projected that it would take another four years for industry revenue to surpass one trillion dollars. Logic chips, serving as the "brainpower" for various devices, are projected to achieve a significant 40% growth in revenue by 2025, reaching 301.9 billion US dollars; while sales of storage chips responsible for computer data storage and management are also expected to grow by 35% to reach 223.1 billion US dollars. From a regional market perspective, growth has been seen in the Asia-Pacific, Americas, Europe, and China markets, with only the Japanese market experiencing a decline. Neuffer pointed out that although the semiconductor market will continue to experience its characteristic cycle of prosperity and downturn, the long-term upward trend in development is undeniable. He stated, "The cyclical fluctuations in the industry objectively exist, and will continue in the future, but the overall market is continuously expanding." In recent years, the shadow of the trade tensions between China and the United States has loomed over the semiconductor industry, with the US government continuously tightening chip export control measures. However, Neuffer stated that there are signs of relaxation in the relevant control policies. He also proposed that for the US semiconductor industry to achieve long-term sustainable development, the government needs to increase support for the research and development field, as well as push forward immigration policy reforms to attract and retain overseas high-end talent.