Recently, the World Semiconductor Trade Statistics (WSTS) released its Fall 2025 forecast report, predicting trends in the global semiconductor market. The report indicates that the global semiconductor market is expected to reach $772 billion in 2025, a year-on-year increase of 22%. Even more notably, the market size is projected to climb to $975 billion in 2026, a year-on-year increase of over 25%, approaching the historic $1 trillion mark.
This growth is primarily driven by the continued surge in demand for artificial intelligence (AI) and data centers, fueling rapid development in the logic chip and memory markets. Specifically, the logic chip market is expected to grow by 37% in 2025, an upward revision of 8% from previous forecasts; memory sales are expected to increase by 28%, an increase of 11%. By 2026, the year-on-year growth in both these areas is expected to exceed 30%.
Geographically, the Americas and the Asia-Pacific region will be the main drivers of semiconductor market growth in 2025-2026, while the European and Japanese markets will perform relatively weaker. This trend reflects the further shift of the global semiconductor industry's focus towards technology-intensive regions and emerging markets.
With the continuous advancement of digitalization and intelligent technologies, the semiconductor industry is experiencing unprecedented development opportunities. In the next two years, the market size exceeding $1 trillion is almost certain, which will have a profound impact on the global technology industry.
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