Gartner Sees 2026 Global Semiconductor Revenue at $1.6 Trillion, Memory at 54%
Gartner forecasts global semiconductor revenue will reach $1.6 trillion in 2026, with memory revenue hitting $837 billion, or 54% of the total. The firm projects further growth to $1.9 trillion in 2027, driven by sustained AI infrastructure investment and a memory price upcycle. AI is reshaping memory demand through higher per-server capacity and high-bandwidth memory adoption.
Business and technology insight firm Gartner projects that global semiconductor revenue will reach $1.6 trillion in 2026, with memory revenue accounting for $837 billion, or 54% of the total. The firm's forecast data also indicates that by 2027, global semiconductor revenue will rise further to $1.9 trillion. Sustained investment in AI infrastructure, combined with a memory price upcycle, is driving the industry into a new phase of growth.
Memory remains the core growth driver for the semiconductor industry. AI infrastructure is fundamentally reshaping the memory market landscape, with higher memory capacity per AI server and continued demand for high-bandwidth memory set to support future growth.
AI infrastructure is also boosting growth in the non-memory semiconductor market.
Why this event matters
The event has a measured impact on 3 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 90/100 and 85% confidence over a medium term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 90
- Confidence
- 85%
- Horizon
- Medium term
Artificial Intelligence
- Direction
- positive
- Intensity
- 85
- Confidence
- 80%
- Horizon
- Medium term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 70
- Confidence
- 70%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.