The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!

The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
by Malcolm Penn on 05-14-2026 at 8:00 am

The Chip Growth Numbers Are Insane

May’s WSTS Report saw March’s total monthly semiconductor sales up 88.1 percent vs. March 2025, albeit down 8.5 percent from February 2026.  This month-on-month decline needs to put in the context of February’s record-breaking 25.7 percent monthly growth.

This growth, however, was solely attributable to ICs, up 99.5 percent… Read More