Organization: Driven by the disruption of the memory market, the revenue of the semiconductor market in the first quarter surpassed $300 billion.
After achieving a historical high in the semiconductor industry last year, the strong growth momentum continues at the beginning of the new year. According to the latest research from Omdia, semiconductor revenue in the first quarter of 2026 increased by 27% compared to the fourth quarter of 2025, reaching $319 billion. Memory revenue is the main driver of this growth, with a sequential growth rate of over 80% in the first quarter of 2026.
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