ChainCatcher report, according to SemiWiki, WSTS data shows that global semiconductor market sales reached $368 billion in the second quarter of 2026, up 35% quarter-over-quarter and 104% year-over-year, setting a new all-time high. The growth was primarily driven by AI demand, with memory manufacturers posting significant sequential increases: SK Hynix and SanDisk rose 51%, while Kioxia increased 76%. Nvidia’s AI processor business grew 18% quarter-over-quarter, and Broadcom is expected to see a 33% sequential increase. Kioxia and SanDisk rose to eighth and ninth place globally, respectively, with both reporting year-over-year revenue growth of more than fourfold. Excluding major AI suppliers, the combined revenue of the other top 20 semiconductor companies increased only 9% quarter-over-quarter, with guidance indicating approximately 6% sequential growth in the third quarter of 2026. Memory manufacturers have significantly lowered their growth expectations for the third quarter. Based on the latest forecasts, full-year 2026 semiconductor market growth is expected to reach or exceed 90%, with Semiconductor Intelligence projecting 101% growth and RCD Advisors forecasting 112%; in the memory segment, WSTS anticipates 249% growth and Gartner forecasts 280%. Most institutions expect growth to moderate to the mid-20% range in 2027.
Global semiconductor market reaches $36.8 billion in Q2 2026, surging 104% year-over-year.
ChaincatcherShare
Summary
The global semiconductor market reached $36.8 billion in Q2 2026, up 35% from Q1 and 104% year-over-year, according to WSTS, with on-chain data underscoring AI-driven demand. Storage vendors SK Hynix and SanDisk rose 51% quarter-over-quarter, while Kioxia surged 76%. Nvidia’s AI business increased 18%, and Broadcom is projected for 33% growth. Kioxia and SanDisk now rank eighth and ninth globally, with revenue more than quadrupling year-over-year. Excluding major AI companies, the rest of the top 20 grew just 9% in Q2, with a 6% increase anticipated in Q3. Storage firms are already hinting at slower growth in Q3. Most institutions expect 2026 market growth to reach or exceed 90%, with some forecasting 101% to 112%. The Fear & Greed Index remains bullish, but 2027 growth is expected to slow to the mid-20% range.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.