Archive · 25 Aug 2026
AI Demand Drives Semiconductor Revenue Toward $1.9 Trillion by 2027
Semiconductors are tiny parts used in computers and many other technologies.
A new report says the semiconductor industry could make $1.6 trillion in 2026.
It could grow to $1.9 trillion in 2027.
Much of this growth is coming from companies building artificial intelligence systems.
AI systems need many memory chips to store and process information.
Memory chip sales are expected to pass $1 trillion in 2027.
The report says demand may stay stronger than supply even when new factories add capacity.
AI systems also need processors, networking parts, power equipment and optical connections.
Global semiconductor revenue is forecast to reach $1.6 trillion in 2026, up 92% from $809 billion in 2025.
Revenue is projected to rise further to $1.9 trillion in 2027, according to Gartner, Inc.
Memory revenue is expected to reach $837 billion in 2026 and exceed $1 trillion in 2027.
DRAM revenue is forecast to grow 246.6% and NAND flash revenue 371.9% in 2026.
AI data centers are expected to account for more than 53% of semiconductor revenue by 2030, up from 36.5% in 2026.
- Who
- Gartner, Inc. made the forecast; the semiconductor industry and AI infrastructure companies are central to the report.
- What
- Global semiconductor revenue is projected to rise to $1.6 trillion in 2026 and $1.9 trillion in 2027.
- When
- The forecasts cover 2026, 2027 and, for AI data-center revenue share, 2030.
- Where
- The report concerns the global semiconductor industry; the article is datelined New Delhi.
- Why
- Sustained investment in AI infrastructure, higher memory use per AI server and stronger memory pricing are expected to drive growth.
- 2025 semiconductor revenue
- $809 billion
- 2026 semiconductor revenue forecast
- $1.6 trillion, representing a 92% increase from 2025
- 2027 semiconductor revenue forecast
- $1.9 trillion
- 2026 memory revenue forecast
- $837 billion, or 54% of total semiconductor revenue
- 2027 memory revenue forecast
- More than $1 trillion
- 2026 DRAM growth forecast
- 246.6%
- 2026 NAND flash growth forecast
- 371.9%
- AI data-center revenue share
- Expected to rise from 36.5% of semiconductor revenue in 2026 to more than 53% by 2030