Global Semiconductor Market (Approximately $10.2 Trillion by 2026)

On June 2, 2026, a prediction was released: driven by rapidly expanding demand for artificial intelligence and data center adoption exceeding expectations, the global semiconductor market is expected to grow nearly 90% year-over-year in 2026, reaching $1.511 trillion, approximately $10.2 trillion. This increase will set a new historical record.

  • Among product segments, memory chips show the most prominent growth, with an expected year-over-year increase of 249.5% in 2026, reaching over $800 billion, surpassing the total global semiconductor market size in 2025. Logic chips are expected to grow by 37.3%, reaching $410 billion.
  • The market will continue to grow in 2027, with an expected size of $1.914 trillion, approximately $12.9 trillion. The Americas and Asia-Pacific regions are the core engines driving growth.

Domestic Market Predictions of $10 Trillion Level

Beyond the global semiconductor market, several domestic sectors are also predicted to grow into markets at the $10 trillion level:

  1. Artificial Intelligence-Related Industries (Exceeding $10 Trillion by the End of the 15th Five-Year Plan)
    China has clearly deepened the “AI+” initiative. Driven by technological innovation and commercial applications, it is predicted that by the end of the 15th Five-Year Plan, the scale of AI-related industries will exceed $10 trillion. AI will drive the entire chain of hardware, software, and services, becoming a national strategic growth engine.

  2. Urban Renewal (Reaching $10 Trillion Level by 2030)
    At the policy level, a notice supporting urban renewal actions was released in 2026, continuously promoting the quality improvement and renovation of existing urban stock. It is predicted that by 2030, national urban renewal is expected to become a $10 trillion-level super market, with the 15th Five-Year Plan period estimated to leverage about $15 trillion in total investment.

  3. Future Industries (Total Scale of 7 Major Fields Approximately $10 Trillion by 2030)
    A development report predicts that by 2030, the total market size of China’s 7 key future industries (future intelligence, quantum information, future networks, future materials, low-carbon energy, life health, and future space) is expected to reach approximately $10 trillion. Among these, the future intelligence field alone is predicted to reach a scale of $5 trillion.