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Global semiconductor revenue surges 31% to $425Bn
Market Analysis

Global semiconductor revenue surges 31% to $425Bn

  • by
  • 14 September 2026
  • 2 minutes read

Global semiconductor revenue surpassed $425 billion in 2Q26 reaching another all-time high as the market grew a record 31.4% quarter-over-quarter (QoQ), according to new research from Omdia. AI demand and strong memory prices continued to be the leading market dynamics, taking total semiconductor revenue for the first half of 2026 to $752 billion. The 31.4%

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Industry Insights Market Analysis

Smartphone shipments fall as supply chain pressure increases

Global smartphone shipments fell 6% year on year (YoY) to 272.0 million units in 2Q 2026, according to Omdia. This follows the front-loaded demand seen in 1Q26 which gave way to the adjustment phase of the memory cost cycle. Persistently high memory prices disrupted supply, increased component costs, and forced vendors to rethink pricing, product

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Semiconductor market surpasses $300bn quarterly revenue in 1Q26
News

Semiconductor market surpasses $300bn quarterly revenue in 1Q26

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319 billion, according to new research from Omdia. Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25. Since Omdia began tracking the

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Industry Insights Market Analysis

Tariffs and industrial semiconductors in 2026

Industrial buyers entered 2026 with very different semiconductor cost structures compared to two years earlier, primarily due to significant increases in US tariffs on Chinese components and broader changes in global sourcing strategies. From late 2024 through 2025, the US administration raised the Section 301 tariff on Chinese semiconductors from 25 to 50%. PCB assemblies,

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Market Analysis

Smartphone shipments fall amid memory constraints

Global smartphone shipments are forecast to decline by around 7% year-on-year in 2026 according to Omdia’s latest outlook. This projection based on Q1 memory price assumptions, which indicate that pricing pressure and constrained supply will begin to ease in the second half of the year. The global smartphone market will face significant challenges in 2026

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Semiconductor market reaches $200Bn in single quarter
Market Analysis

Semiconductor market reaches $200Bn in single quarter

  • by
  • 24 December 2025
  • 1 minute read

New research from Omdia shows that the semiconductor market delivered a record-breaking performance in 3Q25 with industry revenue reaching $216.3 billion, up 14.5% quarter-over-quarter (QoQ). This marks the first time the global semiconductor market has exceeded $200 billion in a single quarter, following an already strong 2Q25, which saw 8% QoQ growth. At this pace,

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