Svmuu News: According to the latest research from Yole Group, the global semiconductor device industry’s revenue is projected to reach $1.6 trillion in 2026 and is expected to approach $2 trillion as early as 2027. The firm believes this growth is not simply a continuation of traditional semiconductor cycles, but rather the result of profound transformations across the industry’s 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 firms. Meanwhile, China’s semiconductor industry continues to strengthen its competitiveness, and the gap between it and European and Japanese semiconductor manufacturers is rapidly narrowing. (Securities Times)