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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
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,
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
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,