Semiconductor Digest 2026 Media Planner - Flipbook - Page 2
The semiconductor industry’s growth is maintaining its upward trajectory. The expectation is that it will hit the $1 trillion mark
by 2030 or soon thereafter. The World Semiconductor Trade Statistics (WSTS) organization predicts that growth of 9.9
percent in 2026 to $800 billion dollars for the year.
The global semiconductor market reached $346 billion dollars in the first half of 2025, marking an 18.9 percent increase yearover-year. Growth was driven primarily by strong gains in Logic (up 37 percent) and Memory (up 20 percent), supported by
demand for data center infrastructure and the emergence of initial AI edge applications. Sensors also performed well, rising
16 percent. Analog and Micro categories saw moderate growth of 4 percent each, respectively. In contrast, Discretes (-4%)
and Optoelectronics (-0.5%) posted single-digit declines, according to the WSTS.
SEMI expects global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) to
set a new industry record of $125.5 billion in 2025, a 7.4% year-on-year increase. Semiconductor manufacturing equipment
growth is expected to continue in 2026, with sales projected to reach a new high of $138.1 billion, driven by leading-edge
logic, memory and technology transitions.
Rising demand from cutting-edge applications like AI, 5/6G communications, autonomous vehicles, and more has prompted
industry to significantly increase global production capacity. SEMI’s 300mm Fab Outlook report shows global front-end
semiconductor suppliers are accelerating expansion efforts to support the surging demand for generative AI applications.
The global semiconductor manufacturing industry is expected to maintain strong momentum, with capacity projected to grow
at a compound annual growth rate (CAGR) of 7% from the end of 2024 through 2028, reaching a record high of 11.1
million wafers per month (wpm).
A key driver of this growth is the continued expansion of advanced process capacity (7nm and below), which is expected to
increase by approximately 69% – from 850,000 wpm in 2024 to a historic high of 1.4 million wpm in 2028 – representing a
CAGR of around 14%, double the industry average. The Semiconductor Industry Association (SIA) reported that, as of July
2025, companies in the U.S. semiconductor ecosystem have announced more than over half-a-trillion dollars in private-sector
investments to revitalize the U.S. chip ecosystem, setting in motion a projected tripling of U.S. chipmaking capacity by 2032.
These projects are projected to create and support over 500,000 American jobs – 68,000 facility jobs in the semiconductor
ecosystem, 122,000 construction jobs, and over 320,000 additional jobs supported throughout the U.S. economy.
Overseas governments also remained active in the chip race throughout 2024, says the SIA, providing hundreds of billions of
dollars in financial incentives and a range of other support efforts to strengthen their domestic semiconductor ecosystems.
With this unprecedented growth come not only new challenges in technology, but also in fab construction, data analytics,
regulations, sustainability and workforce development. Here at Semiconductor Digest, we seek to provide clarity on business
and technical issues through a mix of news, feature articles, newsletters, on-line webinars and live show coverage.
Thank you for joining us.
— Pete Singer, Editor-in-Chief
www.semiconductordigest.com
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