Odaily Planet Daily reports that, according to the latest research by Yole Group, global semiconductor device revenue is projected to reach $1.6 trillion by 2026 and could approach $2 trillion as early as 2027. The firm believes this growth is not merely a continuation of the traditional semiconductor cycle, but rather the result of profound changes across the industry value chain driven by AI infrastructure, high-bandwidth memory (HBM), advanced packaging, and data center investments.
Data shows that the top five semiconductor companies account for more than half of the total revenue of the top 80 companies. Meanwhile, China's semiconductor industry is continuously strengthening its competitiveness, with the gap between it and semiconductor manufacturers in Europe and Japan rapidly narrowing. (Securities Times)