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The Semiconductor Industry Association recently projected global semiconductor sales to reach $1 trillion in 2026. That's a 26.3% YoY projected growth.
The 2025 sales total was $792 billion which was 25.5% YoY increase from the 2024 total of $631 billion.
66.3% of the 2025 sales were shared by logic chips ($302 billion, up 39.9% YoY) and memory chips ($223 billion, up 34.8% YoY).
Key application areas in AI data centers, 5G/6G, autonomous vehicles, robotics and edge computing. The 5-year projected CAGR for these areas ranges from 20% to 35% as per major research analysts.
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Long positions in both buyers and sellers. AAPL, AMZN, GOOGL, META, MSFT, MU, NVDA and TSM. Not financial advice.