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Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026

user nl

user nl

Well-known member
“The global semiconductor industry posted its highest-ever annual sales in 2025, nearly hitting $800 billion, and global sales in 2026 are projected to reach roughly $1 trillion,” said John Neuffer, SIA president and CEO. “Semiconductors are the foundation of nearly all modern technology, and emerging technologies like AI, IoT, 6G, autonomous driving, and others will continue to drive robust demand for chips.”

https://www.semiconductors.org/glob...sales-increase-25-6-to-791-7-billion-in-2025/
 
user nl said:
https://www.semiconductors.org/glob...sales-increase-25-6-to-791-7-billion-in-2025/

“The global semiconductor industry posted its highest-ever annual sales in 2025, nearly hitting $800 billion, and global sales in 2026 are projected to reach roughly $1 trillion,” said John Neuffer, SIA president and CEO. “Semiconductors are the foundation of nearly all modern technology, and emerging technologies like AI, IoT, 6G, autonomous driving, and others will continue to drive robust demand for chips.”
Click to expand...

The goal of reaching $1 trillion revenue by 2030 for the semiconductor industry will achieve earlier by 4 years.
 
Question to people in this community:

when TSMC sells a chiptile of say $20 to INTEL and INTEL puts that in one of their highend chips and sells this to DELL for say 150$ how does SIA counts this in their numbers: 170 $ or 150$?
 
OK I looked up and these seem to be the monthly reporting companies. Intel and AMD got out some years ago, but it seems they are somehow included in chip sales statistics that SIA then reports.

https://www.wsts.org/75/Member-Companies

Somehow INTEL, AMD and NVIDIA sales get included it seems, so there is some "double-counting" somewhere perhaps?

Product Classification: NVIDIA's AI accelerators and GPUs are categorized under Logic chips, which the SIA noted as the largest product category in 2025, reaching over $301 billion.
Market Influence: Recent SIA reports highlight that the "NVIDIA-led boom" in AI infrastructure is a primary driver behind global semiconductor sales nearing the $1 trillion milestone projected for 2026.
Industry Representation: The SIA represents approximately 99% of the U.S. semiconductor industry by revenue; as a leading U.S. chip designer, NVIDIA's performance is central to the SIA’s State of the Industry reports.
Executive Involvement: NVIDIA's founder and CEO, Jensen Huang, has been recognized with the SIA’s highest honor, the Robert N. Noyce Award, further cementing the company's role within the association.

Broadcom:
While the SIA focuses on its Semiconductor Solutions revenue (which hit new highs in 2025 due to AI networking demand), it typically excludes Broadcom's non-semiconductor segments, such as its Infrastructure Software (e.g., VMware).
 
user nl said:
Question to people in this community:
when TSMC sells a chiptile of say $20 to INTEL and INTEL puts that in one of their highend chips and sells this to DELL for say 150$ how does SIA counts this in their numbers: 170 $ or 150$?
Click to expand...

They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that are getting us there, not the additional semiconductor unit count. Blame Nvidia, chip prices are through the roof! There is an AI surcharge on just about anything these days, absolutely.
 
See below 15 year history of Pure Play Foundry TSMC versus IDM INTEL, and their Global market share.

TSMC started around 4 percent and slowly grew to about 15% in 2025.
INTEL was always around 15-18% till 2020, when the decline started till now 5-7%.

The market shares have completely reversed!

1770401272183.jpeg
 
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