Semiconductor market doubles in H1

The global semiconductor market doubled in the first half of 2026, a 100% surge that captures how AI, data centers, automotive electronics and device refresh cycles are stretching chip supply chains. Such growth is extraordinary for an industry usually defined by cyclical swings, inventory corrections and single-digit end-market changes. The numbers help explain why investors are rewarding memory, server and advanced-packaging exposure, while governments keep treating chip capacity as strategic infrastructure. A doubled market also raises risks: if demand forecasts prove too optimistic, the same capacity expansion could create a painful oversupply cycle later.

Sources from the briefing

• Global semiconductor market doubles in H1 2026 - Bits&ChipsBits&Chips