DIGITIMES estimates that global semiconductor revenue will grow by 24.5% year on year in 2026, reaching up to US$960 billion. Besides AI applications continuing to drive growth in chip demand, supply shortages in the memory market will also become a key driver of semiconductor revenue growth.
Regionally, the US will maintain its dominant position in the global semiconductor industry. However, South Korea, bolstered by strong memory demand, is projected to see its IDM (integrated device manufacturer) market share in 2026 approach that of the US, while China is expected to surpass Taiwan in IC design market share.
Despite robust growth momentum projected for global semiconductor revenue in 2026, shortages and price increases of key raw materials, along with geopolitical risks, will remain major variables affecting the global market.
Chart 1: Worldwide shipment growth by major IT products, 2022-2026
Chart 3: Global semiconductor revenue share by region, 2022-2026
Chart 4: Global top-10 semiconductor companies and market share, 2022-2026
Chart 5: Administrative measures and exemptions for Section 232 investigation
Chart 7: Global IC design revenue share by region, 2022-2026
Chart 8: Global top-10 IC designers and market share, 2022-2026
