Global Semiconductor Revenue to Reach USD 1.6 Trillion in 2026

Global Semiconductor Revenue Outlook for 2026 and 2027

According to a forecast compiled by the U.S. research firm Gartner, Inc., global semiconductor revenue is projected to reach approximately USD 1.6 trillion (JPY 230 trillion to JPY 240 trillion) in 2026, representing a 92% year-on-year increase. The forecast places revenue at approximately USD 1.94 trillion by 2027. The expansion is being supported by surging investment in artificial intelligence (AI) data centers and the continued shift toward electric vehicles (EVs) and software-defined vehicles (SDVs), which require increasingly sophisticated and high-density automotive semiconductors. The United States-based research firm indicates that semiconductor revenue could nearly double in one year, increasing from USD 809 billion in 2025 to the projected 2026 level.

Structural Growth Reshapes Semiconductor Demand

The forecast suggests that the semiconductor industry may be moving beyond its traditional cyclical fluctuations, commonly known as the “silicon cycle,” and entering a new phase of structural growth. Demand appears to be shifting away from conventional personal computers and smartphones toward two major growth pillars: AI data centers and next-generation mobility. Rising semiconductor requirements across these applications are increasing the importance of advanced automotive electronics, particularly as EVs and SDVs depend on higher semiconductor content and more sophisticated computing capabilities. Gartner, Inc. forecasts that this combination of AI infrastructure investment and mobility transformation will contribute significantly to the industry's projected expansion through 2026 and 2027.

Frequently Asked Questions

What is the global semiconductor revenue forecast for 2026?
The global semiconductor revenue forecast for 2026 is approximately USD 1.6 trillion, representing a projected 92% year-on-year increase from 2025, according to Gartner. The forecast compares with approximately USD 809 billion in semiconductor revenue during 2025 and indicates that the market could nearly double within one year. Revenue is then estimated to approach USD 1.94 trillion by 2027. The expected expansion is being driven by strong investment in AI data centers and growing semiconductor requirements from EVs and SDVs, which are increasing demand for sophisticated, high-density automotive semiconductor technologies.