Research firm Omdia has sharply increased its forecast for global semiconductor revenue in 2026 , saying surging artificial intelligence demand continues to outstrip the industry’s manufacturing capacity, with supply bottlenecks expected to persist until at least 2027 .
The company now expects global semiconductor revenue to grow by 94.1 per cent year-on-year in 2026 , driven primarily by exceptional growth in DRAM and NAND memory chips .
According to Omdia,
