The World Semiconductor Trade Statistics (WSTS) has released its updated forecast, projecting a significant acceleration in market growth, with 2026 approaching the $1 trillion mark. This optimistic outlook signals a powerful recovery cycle for the industry.
In its latest revision, WSTS has raised its 2025 global semiconductor market estimate by approximately $45 billion to $772 billion, reflecting a 22% year-over-year increase. This upward adjustment indicates a stronger-than-expected market rebound.
The headline projection for 2026 is even more robust, with the market expected to reach $975 billion—a more than 25% annual growth rate. This suggests the industry is entering a phase of sustained high-speed expansion.
The revised forecast is primarily driven by surging demand from data center expansion and the proliferation of emerging technologies, which are fueling growth in both the logic chip and memory segments. WSTS now projects 2025 logic chip sales to grow by 37% (8 percentage points higher than its summer forecast), while memory sales are forecast to increase by 28% (an 11-point upward revision). Both categories are expected to maintain strong momentum into 2026, with growth rates exceeding 30%.
Regionally, the Americas and Asia Pacific are set to be the primary growth engines through 2026, supported by their comprehensive ecosystems spanning design, manufacturing, and application development.
ICgoodFind: This strong, two-year growth projection reflects a synchronized upswing across the entire semiconductor value chain, driven by fundamental technological demand.
