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Omdia: Global semiconductor revenue tops $425 billion in Q2 2026, sets new record
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According to a September 22 report from Omdia, global semiconductor revenue surpassed $425 billion in the second quarter of 2026, setting a new all-time high. The quarter-on-quarter growth rate reached 31.4%, also a historic record. Omdia attributes the surge primarily to sustained demand driven by artificial intelligence applications and strong memory chip pricing. The strong performance in Q2 brought total semiconductor revenue for the first half of 2026 to $752 billion. The report underscores the continued dominance of AI as a key growth catalyst in the semiconductor industry.
Source report
September 22 – According to the latest research report from Omdia, global semiconductor revenue exceeded $425 billion in the second quarter of 2026, reaching a new all-time high. The market recorded a quarter-over-quarter growth rate of 31.4%, also a historic milestone.
Key drivers of this growth include:
- Strong demand for AI applications
- Robust memory pricing, which continues to be a major market catalyst
As a result, total semiconductor revenue for the first half of 2026 reached $752 billion.
Source
domesticNeutral / independent
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