Omdia: With the surge in AI demand, the semiconductor market growth forecast for 2026 is adjusted to 94.1%.

Omdia has stated that due to AI demand consistently exceeding global supply capabilities, the DRAM and NAND markets are experiencing strong growth. As a result, Omdia has raised its 2026 global semiconductor market revenue growth forecast to a year-on-year increase of 94.1%. It is expected that revenue from memory chips will account for more than 50% of the total global semiconductor revenue in 2026. Meanwhile, AI demand has surpassed the current chip manufacturing and packaging capabilities of the semiconductor industry, and bottlenecks in key areas such as high bandwidth memory, advanced packaging, and advanced process capacity are expected to persist until at least 2027.